HomeMy WebLinkAbout050812 CC Agenda-combined . yl
'a`$ i979CITY OF A TASCADERO
CITY COUNCIL
AGENDA
Tuesday, May 8, 2012
City Hall
Council Chambers
6907 EI Camino Real, Atascadero, California
City Council Special Meeting — Roundtable
Study Session: 4:45 p.m.
City Council Regular Session: 6:00 p.m.
REGULAR SESSION — CALL TO ORDER: 6:00 P.M.
PLEDGE OF ALLEGIANCE: Mayor Kelley
ROLL CALL: Mayor Kelley
Mayor Pro Tem O'Malley
Council Member Clay
Council Member Fonzi
Council Member Sturtevant
APPROVAL OF AGENDA: Roll Call
PRESENTATION:
1. Recognition of Adopt-A-Facility Volunteers for Their Assistance with
Maintenance of City Facilities
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 be 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.)
1. City Council Draft Action Minutes — April 24, 2012
■ Recommendation: Council approve the City Council Draft Action
Minutes of April 24, 2012. [City Clerk]
2. March 2012 Investment Report
■ Fiscal Impact: None.
■ Recommendation: Council receive and file the City Treasurer's report
for quarter ending March 2012. [Administrative Services]
3. Apple Valley Assessment Districts
■ Fiscal Impact: Annual assessments for 2012/2013 will total $40,740 for
road/drainage system maintenance and $49,000 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
2012/2013; 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
2012/2013, 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 2012/2013
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 2012/2013;
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. 01 (Apple Valley) for fiscal year 2012/2013.
[Administrative Services]
4. De Anza Estates Assessment Districts
■ Fiscal Impact: Annual assessments for 2012/2013 will total $40,091 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
$1,500 for the fiscal year 2012/2013 for half of the maintenance 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
2012/2013; 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
2012/2013, 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
2012/2013 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
2012/2013; 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
2012/2013. [Administrative Services]
5. Las Lomas (Woodridge) Assessment Districts
■ Fiscal Impact: Annual assessments for 2012/2013 will total $23,741 for
road/drainage system maintenance and $81,652 for landscape and
lighting maintenance. These amounts will be assessed to the owners of
parcels in Woodridge.
■ 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. 02 (Woodridge) for fiscal year
2012/2013; 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
2012/2013, 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 2012/2013
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 2012/2013;
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. 02 (Woodridge) for fiscal year 2012/2013.
[Administrative Services]
6. Atascadero Avenue Cold In-Place Recyling Road Rehabilitation Project
Award - City Bid No. 2012-003
■ Fiscal Impact: $603,955.70 in budgeted Local Transportation Funds and
Urban State Highway Account Funds.
■ Recommendations: Council:
1. Authorize the City Manager to execute a contract with Ferravanti
Grading and Paving in the amount of $603,955.70 for construction of
the Atascadero Avenue Cold In-Place Recycling Road Rehabilitation
Project; and,
2. Authorize the Public Works Director to intermittently close portions of
Atascadero Avenue during the construction period; and,
3. Authorize the Director of Public Works to file a Notice of Completion
with the County Recorder upon satisfactory completion of the project.
[Public Works]
7. Purchase of Wastewater Portable Bypass Pump
■ Fiscal Impact: $50,000 in budgeted wastewater funds and $1 ,500 in
wastewater reserves for the Wastewater Portable Generator Project.
■ Recommendations: Council:
1. Approve the purchase of a Portable Bypass Pump for $50,405 from
Griffin Dewatering Corporation; and,
2. Authorize the Director of Finance to appropriate an additional $1,500
of wastewater funds to complete the purchase. [Public Works]
8. Transit Center Project Award - City Bid No. 2012-002
■ Fiscal Impact: $ 664,210.78 in budgeted Prop 1 B funds.
■ Recommendations: Council:
1. Authorize the City Manager to execute a contract with Pickard &
Butters Construction in the amount of $624,340.78 for construction of
the Transit Center Base Bid Project; and,
2. Award Additive Alternate A in the amount of $39,870 and include the
additional work in the Base Bid contract with Pickard & Butters
Construction; and,
3. Authorize the Public Works Director to intermittently close portions of
Capistrano Road and Lewis Avenue during the construction period;
and,
4. Authorize the Director of Public Works to file a Notice of Completion
with the County Recorder upon satisfactory completion of the project.
[Public Works]
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
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 mtorgerson atascadero.org.)
B. PUBLIC HEARING:
1. Authorizing an Amendment to the Contract between the City Council of
the City of Atascadero and the Board of Administration of the California
Public Employees' Retirement System
■ Fiscal Impact: Over time, the two-tiered retirement contracts are expected
to save the City money.
■ Recommendations: Council:
1. Adopt the Draft Resolution of Intention to approve an amendment to
the contract between the Board of Administration of the California
Public Employees' Retirement System and the City Council of the City
of Atascadero; and,
2. Introduce for first reading by title only, the Draft Ordinance authorizing
the Mayor to execute an amendment to the contract between the City
Council of the City of Atascadero and the Board of Administration of
the California Public Employees' Retirement System. [Administrative
Services]
C. MANAGEMENT REPORTS:
1. North County Transit Plan Presentation
■ Fiscal Impact: There is no fiscal impact for the Council to receive and file
this report. There are potential unknown financial impacts to the City over
the long-term, as TDA revenue is directed to transit operators.
■ Recommendation: Council receive and file this report after presentation of
the draft North County Transit Plan by SLOCOG transit consultant. [Public
Works]
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 Kelley
1. Atascadero State Hospital Advisory Committee
2. City of Atascadero Design Review Committee
3. City of Atascadero Finance Committee
4. County Mayors Round Table
5. Economic Vitality Corporation, Board of Directors (EVC)
6. Homeless Services Oversight Council
7. Oversight Board for the Successor Agency to the Community Redevelopment
Agency of Atascadero
Mayor Pro Tem O'Malley
1. City/ Schools Committee
2. Integrated Waste Management Authority (IWMA)
3. League of California Cities — CITIPAC Board Member
4. SLO Council of Governments (SLOCOG)
5. SLO Regional Transit Authority (SLORTA)
Council Member Fonzi
1. Air Pollution Control District
2. City of Atascadero Design Review Committee
3. City of Atascadero Finance Committee
4. SLO Local Agency Formation Commission (LAFCo) - alternate
Council Member Sturtevant
1. City/ Schools Committee
2. Community Action Partnership of SLO County
3. 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. ADJOURNMENT
Please note: Should anyone challenge any proposed development entitlement listed on this Agenda in court, that
person may be limited to raising those issues addressed at the public hearing described in this notice, or in written
correspondence delivered to the City Council at or prior to this public hearing. Correspondence submitted at this
public hearing will be distributed to the Council and available for review in the City Clerk's office.
I, Victoria Randall, Deputy City Clerk of the City of Atascadero, declare under the penalty of perjury that
the foregoing agenda for the May 8, 2012 Regular Session of the Atascadero City Council was posted
on May 1, 2012, at the Atascadero City Hall, 6907 EI Camino Real, Atascadero, CA 93422 and was
available for public review in the Customer Service Center at that location.
Signed this 1St day of May, 2012, at Atascadero, California.
Victoria Randall, Deputy City Clerk
City of Atascadero
City of Atascadero
WELCOME TO THE ATASCADERO CITY COUNCIL MEETING
The City Council meets in regular session on the second and fourth Tuesday of each month at 6:00 p.m. unless there is a
Community Redevelopment Agency meeting commencing at 6:00 p.m. in which event the Council meeting will commence
immediately following the conclusion of the Community Redevelopment Agency meeting. Council meetings will be held at
the City Hall Council Chambers, 6907 EI Camino Real, Atascadero. Matters are considered by the Council in the order of
the printed Agenda. 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, 6907 EI Camino Real, Atascadero, and on our website, www.atascadero.org. An agenda packet is also
available for public review at the Atascadero Library, 6850 Morro Road. Contracts, Resolutions and Ordinances will be
allocated a number once they are approved by the City Council. The minutes of this meeting will reflect these numbers.
All documents submitted by the public during Council meetings that are either read into the record or referred to in their
statement will be noted in the minutes and available for review in the City Clerk's office.
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 public comment period is open and
will request anyone interested to address the Council regarding the matter being considered to step up to the lectern. If
you wish to speak for, against or comment in any way:
1. You must approach the lectern and be recognized by the Mayor
2. Give your name (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.
ITEM NUMBER: A- 1
DATE: 05/08/12
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CITY COUNCIL
DRAFT ACTION MINUTES
Tuesday, April 24, 2012
City Hall
Council Chambers
6907 EI Camino Real, Atascadero, California
City Council Closed Session: 4:45 p.m.
City Council Regular Session: 6:00 p.m.
CITY COUNCIL CLOSED SESSION: 4:45 P.M.
Mayor Kelley announced at 4:47 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 Legal Counsel — Anticipated Litigation
Significant exposure to litigation pursuant to subdivision (b) of Section
54956.9: (One case.)
b. Conference with Labor Negotiators Conference with Labor Negotiators
(Govt. Code Sec. 54957.6)
Agency designated representatives: Wade McKinney, City Manager
Atascadero City Council Draft Minutes
April 24,2012
Page 1 of 9
ITEM NUMBER: A- 1
DATE: 05/08/12
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
5. COUNCIL RETURNS TO CHAMBERS
6. CLOSED SESSION -- REPORT
City Attorney Pierik announced that there was no reportable action taken.
REGULAR SESSION — CALL TO ORDER: 6:00 P.M.
Mayor Kelley called the meeting to order at 6:00 p.m. and Council Member Sturtevant
led the Pledge of Allegiance.
ROLL CALL:
Present: Council Members Clay, Fonzi, Sturtevant, Mayor Pro Tem O'Malley
and Mayor Kelley
Absent: None
Others Present: City Clerk / Assistant to City Manager Marcia McClure Torgerson
Staff Present: City Manager Wade McKinney, Assistant City Manager Jim Lewis,
Administrative Services Director Rachelle Rickard, Community
Development Director Warren Frace, Public Works Director Russ
Thompson, Community Services Director Brady Cherry, Police
Chief Jerel Haley, Fire Chief Kurt Stone, and City Attorney Brian
Pierik.
APPROVAL OF AGENDA:
City Manager McKinney requested that Item #C-1 be pulled from the agenda.
MOTION: By Council Member Fonzi and seconded by Council Member
Sturtevant to approve the agenda, with one amendment to
remove Item #C-1.
Motion passed 5:0 by a roll-call vote.
Atascadero City Council Draft Minutes
April 24,2012
Page 2 of 9
ITEM NUMBER: A- 1
DATE: 05/08/12
PRESENTATIONS:
1. Presentation to American Heritage Girls for Volunteer Efforts in the
City
Public Works Director Thompson introduced the American Heritage Girls and Mayor
Kelley thanked them for their service and gave each of them a Certificate of
Appreciation.
2. Employee Service Awards
City Manager McKinney recognized the following employees for their years of service:
25 years
Paula Anton, Recreation Supervisor
15 years
Rachelle Rickard, Administrative Services Director
10 years
Matt Vierra, Fire Engineer
5 years
Kellye Netz, Police Officer
3. Bike Month Update by Angela Nelson, San Luis Obispo Regional Rideshare
Program Coordinator
Angela Nelson was unable to attend this meeting, and Mayor Pro Tem O'Malley
summarized the events scheduled for Bike Month in Atascadero.
A. CONSENT CALENDAR:
1. City Council Draft Action Minutes — April 10, 2012
■ Recommendation: Council approve the City Council Draft Action
Minutes of April 10, 2012. [City Clerk]
2. March 2012 Accounts Payable and Payroll
■ Fiscal Impact: $2,684,735.39.
■ Recommendation: Council approve certified City accounts payable,
payroll and payroll vendor checks for March 2012. [Administrative
Services]
Atascadero City Council Draft Minutes
April 24,2012
Page 3 of 9
ITEM NUMBER: A- 1
DATE: 05/08/12
3. City Council 2012 Meeting Schedule - Revised
■ Fiscal Impact: None.
■ Recommendation: Council approve the revised City Council meeting
schedule for 2012. [City Manager]
4. Weed/Refuse Abatement Program
■ Fiscal Impact: The City recovers costs for administering this program
through the 150% administrative fee, which is placed on the San Luis
Obispo County Special Tax Assessment for the fiscal year 2012-2013
Tax Roll.
■ Recommendation: Council adopt the Draft Resolution, declaring
vegetative growth and/or refuse a public nuisance, commencing
proceedings for the abatement of said nuisances, and placing all
abatement fees on the San Luis Obispo County Special Tax Assessment
for the fiscal year 2012-2013 Tax Roll. [Fire]
5. Final Map 2007-0161 (Parcel Map AT 11-0114) 13000 Atascadero Ave.
(TPM 2005-0080) Kevin McGurty
■ Fiscal Impact: None.
■ Recommendations: Council:
1. Adopt and approve Final Parcel Map 2007-0161 (Parcel Map AT 11-
0114) and reject the offer of dedication for streets, shown on the
map, without prejudice for future acceptance on behalf of the public;
and,
2. Authorize and direct the City Clerk to endorse the Council's approval
and offer of dedication rejection on the Map. [Public Works]
MOTION: By Council Member Clay and seconded by Council Member
Sturtevant to approve the Consent Calendar.
Motion passed 5:0 by a roll-call vote. (#4: Resolution No. 2012-
006)
UPDATES FROM THE CITY MANAGER:
City Manager Wade McKinney gave an update on projects and issues within the City.
COMMUNITY FORUM:
The following citizens spoke during Community Forum: Pastor Sean Barner, Ron
Rothman, David Broadwater (Exhibit A), Tom Comar, Mike Anderson, Lee Perkins, Jeff
Edwards, Dan Ravoir, and Jim Wilkins.
Mayor Kelley closed the COMMUNITY FORUM period.
Atascadero City Council Draft Minutes
April 24,2012
Page 4 of 9
ITEM NUMBER: A- 1
DATE: 05/08/12
B. PUBLIC HEARINGS: None.
C. MANAGEMENT REPORTS:
1. Oak Ridge Estates / 3F Meadows PD-11 Project Update — State Route 41
(Morro Road)/Los Altos Road Intersection
■ Fiscal Impact: None.
■ Recommendation: Council consider additional information and find that
the proposed improvements at the intersection of State Route 41 (Morro
Road) and Los Altos Road satisfy the requirements of the Atascadero
Municipal Code, Planned Development 11. [Public Works]
This item was pulled from the agenda.
2. Strategic Planning 2012 — Council Goals and Action Plan
■ Fiscal Impact: The two-year budget is based on the goals developed
through the strategic planning process. While there is no direct impact as
a result of the approval of this work plan, future budgets will be based on
these goals, and specific projects may require the expenditure of funds or
additional resources.
Recommendations: Council:
1. Adopt the goals selected at the Strategic Planning Workshop of
February 24, 2012; and,
2. Approve the related action plans implementing Council Goals. [City
Manager]
City Manager Wade McKinney gave the staff report and answered questions from the
Council.
PUBLIC COMMENT: None
MOTION: By Council Member Sturtevant and seconded by Council
Member Fonzi to:
1. Adopt the goals selected at the Strategic Planning
Workshop of February 24, 2012; and,
2. Approve the related action plans implementing Council
Goals.
Motion passed 5:0 by a roll-call vote.
Atascadero City Council Draft Minutes
April 24,2012
Page 5 of 9
ITEM NUMBER: A- 1
DATE: 05/08/12
3. Downtown Parking Opportunities and Parking Information Campaign
■ Fiscal Impact: Certain projects may incur cost and a funding source would
need to be identified on a project by project basis.
Recommendations: Council provide feedback on proposed downtown
parking opportunities and the "Park Here!" campaign. [City Manager]
Assistant City Manager Jim Lewis gave the staff report and answered questions from
the Council.
The Council provided the following feedback:
• Handouts with a map for the public, located in businesses
• Online parking maps
• Employee handouts with a map
• Parking signage
• Reconsider angled parking on EI Camino Real; and create alternate bike routes
away from EI Camino Real
• Employers should set rules for where their employees park, not the City
PUBLIC COMMENT:
The following citizens spoke on this item: Larry Wysong.
Mayor Kelley closed the Public Comment period.
4. Housing Element Annual Progress Report 2011 (PLN 2006-1133)
■ Fiscal Impact: None.
■ Recommendation: Council direct staff to submit the attached 2011
Housing Element Annual Progress Report to the State of California.
[Community Development]
Community Development Director Warren Frace gave the staff report and answered
questions from the Council.
PUBLIC COMMENT: None
MOTION: By Council Member Sturtevant and seconded by Council
Member Fonzi to direct staff to submit the attached 2011
Housing Element Annual Progress Report to the State of
California.
Motion passed 5:0 by a roll-call vote.
Atascadero City Council Draft Minutes
April 24,2012
Page 6 of 9
ITEM NUMBER: A- 1
DATE: 05/08/12
5. General Plan Amendment 2012 Timing Exception
■ Fiscal Impact: None.
■ Recommendation: Council grant an exception to the date for the non-
reserved General Plan Amendment 2011 Cycle A, to allow a General Plan
Amendment to be considered by Planning Commission and City Council
between May 2012 and December 2012 for the Del Rio Road Commercial
Area Specific Plan (a.k.a. Walmart /Annex). [Community Development].
Community Development Director Warren Frace gave the staff report and answered
questions from the Council.
PUBLIC COMMENT: None
MOTION: By Council Member Sturtevant and seconded by Council
Member Fonzi to grant an exception to the date for the non-
reserved General Plan Amendment 2011 Cycle A, to allow a
General Plan Amendment to be considered by Planning
Commission and City Council between May 2012 and
December 2012 for the Del Rio Road Commercial Area Specific
Plan (a.k.a. Walmart /Annex).
Motion passed 5:0 by a roll-call vote.
6. Lake Park Frontage Signage
■ Fiscal Impact: None.
■ Recommendation: Council approve the proposed text and graphics for the
main monument sign for the Atascadero Lake Park Frontage Project.
[Public Works]
Public Works Director Russ Thompson gave the staff report and answered questions
from the Council.
PUBLIC COMMENT:
The following citizens spoke on this item: Donald Cross.
Mayor Kelley closed the Public Comment period.
MOTION: By Mayor Pro Tem O'Malley and seconded by Council Member
Clay to approve the following text for the main monument sign
for the Atascadero Lake Park Frontage Project:
Lake Park
Charles Paddock
Zoo
Motion passed 5:0 by a roll-call vote.
Atascadero City Council Draft Minutes
April 24,2012
Page 7 of 9
ITEM NUMBER: A- 1
DATE: 05/08/12
COUNCIL ANNOUNCEMENTS AND REPORTS:
The City Council Members made brief announcements.
D. COMMITTEE REPORTS:
Mayor Kelley
Atascadero State Hospital Advisory Committee
• Meeting is next week.
City of Atascadero Design Review Committee
• Next meeting is on Thursday.
City of Atascadero Finance Committee
• Next meeting is tomorrow afternoon.
County Mayors Round Table
• Meeting was last week. They discussed the RDA/Successor Agencies
and Oversight Board process. Also, they talked about the new leash law
that has been implemented by the County Board of Supervisors.
Economic Vitality Corporation, Board of Directors (EVC)
• Meeting is tomorrow afternoon.
Oversight Board for the Successor Agency to the Community Redevelopment
Agency of Atascadero
• First meeting was last week. Mayor Kelley was selected to be
Chairperson, and Assistant City Manager Jim Lewis was selected to be
Vice Chairperson.
Mayor Pro Tem O'Malley
Integrated Waste Management Authority (IWMA)
• Mayor Pro Tem O'Malley received a few calls from small business owners
outside the City limits stating that they had received a visit from the IWMA
staff who notified them that they would be under the jurisdiction of the new
IWMA ruling about banning plastic bags. Mr. O'Malley thought that
businesses under 10,000 square feet were exempt; will need to check.
Council Member Fonzi
SLO Local Agency Formation Commission (LAFCo) — alternate
• Reconsidered the Los Robles del Mar annexation to the City of Pismo
Beach. Their groundbreaking decision was to vote to deny the
annexation.
Atascadero City Council Draft Minutes
April 24,2012
Page 8 of 9
ITEM NUMBER: A- 1
DATE: 05/08/12
Council Member Sturtevant
League of California Cities — Council Liaison
• This Friday is the next League Channel Counties Quarterly meeting. City
Manager McKinney and Council Member Sturtevant will be attending.
E. INDIVIDUAL DETERMINATION AND / OR ACTION:
City Council
Council Member Clay announced that he has appointed Robert Pittenger, Jr. to
the Parks and Recreation Commission.
F. ADJOURNMENT
Mayor Kelley adjourned the meeting at 8:20 p.m.
MINUTES PREPARED BY:
Marcia McClure Torgerson, C.M.C.
City Clerk / Assistant to the City Manager
The following exhibit is available for review in the City Clerk's office:
Exhibit A— Presentation slide from David Broadwater
Atascadero City Council Draft Minutes
April 24,2012
Page 9 of 9
ITEM NUMBER: A-2
DATE: 05/08/12
Atascadero, City, council March 2012
Staff Report - City Treasurer
March 2012 Investment Report
RECOMMENDATION:
Council receive and file the City Treasurer's report for quarter ending March 2012.
REPORT IN BRIEF:
Cash and Investments
Checking $ 641,946
Zoo Credit Card Deposit Account 2,218
Money Market Accounts 365
Certificates of Deposit 12,743,000
Government Securities 6,463,077
LAIF 29,451,549
Cash with Fiscal Agents 1,799,866
Cash in Banks at March 31, 2012 $ 51,102,021
Deposits in Transit -
Outstanding Checks 520,124
Cash and Investments at March 31, 2012 $ 50,581,897
Investment Activity
Securities Purchased:
Purchase Date Description Type Cost Maturity Date
01/30/12 Federal Nat'l Mtge Assn gov't security $ 506,017 01/30/17
02/10/12 Cardinal Bank CD 245,000 02/10/17
02/16/12 Thomasville Nat'l Bank CD 245,000 02/16/17
Securities Matured:
Maturity Date Description Type Original Cost Amount Matured
01/09/12 Boston Private B & T CD $ 97,000 $ 97,000
01/17/12 Wachovia Mortgage CD 100,000 100,000
01/30/12 Bankers Trust Company CD 97,000 97,000
02/24/12 Columbus B & T Co. CD 250,000 250,000
02/29/12 Mission Community Bank CD 42,496 56,924
Page 1 of 12
Investment Activity (continued)
Securities Sold/Called Prior to Maturity:
Transaction / Original Cost/ Gain / (Loss)
Tran Date Description / Type Maturity Sale Price on Call
Call Federal Nat'l Mtge Assn $ 499,750 $ 500,000 250
01/18/12 government security 07/18/16
This security was issued as callable on a quarterly basis as of 1/18/12. There was no loss of interest.
Other Reportable Activities:
None
Page 2 of 12
CITY OFATASCADERO
TREASURER'S REPORT
CASH&INVESTMENTS ACTIVITY SUMMARY
for the quarter ending March 31,2012
CHECKING FISCAL
ACCOUNTS INVESTMENTS AGENT 770T.4LS
Balance per Banks at
January 1,2012 $ 421,050 $ 46,549,732 $ 1,497,198 48,467,980
Receipts 10,923,820 25,916 621,665 11,571,401
Disbursements (8,618,363) (318,997) (8,937,360)
Transfers In 7,383,674 9,466,017 - 16,849,691
Transfers Out (9,466,017) (7,383,674) - (16,849,691)
Balance per Banks at
March 31,2012 $ 644,164 * $ 48,657,991 $ 1,799,866 51,102,021
Deposits in Transit -
Outstanding Checks (520,124)
Adjusted Treasurer's Balance S 50,581,897
* This balance includes the balance of the Zoo Credit Card Deposit Account, which is the account
established to receive the point of sale credit card transactions from the Zoo Gift Shop, and to disburse
fees charged by the credit card processing service.
Page 3 of 12
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City of Atascadero
Investments by Type
March 2012
Government Securities
�34i° Cash with
Fiscal Agent
Certificates of Deposit 4%
25% { ?y t .0 Other
LA1F
58%
Investment March 2012
LAIF 2.9,451,549
Certificates of Deposit 12,743,000
Government Securities 6,463,077
Cash with Fiscal Agent 1,799,866
Other 365
S 50,457,857
Page 9 of 12
City Of Atascader®
Investments by Maturity
March 2012
One Month
to One Year One to Five Years
10% - — 29%
Within
One Month
1%
On Demand
60%
Investment March 2012
On Demand $ 29,451,914
Within One Month 250,000
One Month to One Year 4,996,000
One to Five Years 13,960,077
$ 48,657,991
Page 10 of 12
City of Atascadero
Investments by Custodial Agent
March 2012
Onion Bank
38%
Bank of New York
� 4%
aF+
Other
0%
State of California
58%
Custodial Agent March 2012
State of California $ 29,451,549
Other 365
Union Bank 19,206,077
Bank of New York 1,799,866
$ 50,457,857
Page 1!of 12
City of Ataseadero
Investment Yield vs. 2-Year Treasury Yield
For the Quarter Ended March 31, 2012
1.60%
1.40% -
t
I
1.20°l0 -
.
t
1.00%
i . .
0.80% =--- ---—— – -- -- -- _-- --
q.
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r
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•
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:m—City Yield --*,-2-Yr Treasury Weighted Port#olio Yield
2-Yr
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Weighted
Portfolio
City Yield Yield
March 2010 1.38% 1.22%
June 2010 1.30% 0.84%
September 2010 1.42% 0.77%
December 2010 1.31% 0.77%
March 2010 1.10% 0.82%
June 2011 1.11% 0.58%
September 2011 1.08% 0.44%
December 2011 1.08% 0.45%
March 2012 1.02% 0.48%
Page 12 of 12
ITEM NUMBER: A- 3
DATE: 05/08/12
r
rr r
hr r r ''i978 r7
Atascadero City Council
Staff Report — Administrative Services Department
Apple Valley Assessment Districts
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 2012/2013; 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 2012/2013, 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 2012/2013 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 2012/2013; 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. 01 (Apple Valley) for fiscal year 2012/2013.
REPORT-IN-BRIEF:
The City Council formed and began assessing Atascadero 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 Atascadero Landscape and Lighting
Maintenance District No. 01 (Apple Valley) in 2005. This district was formed to provide
ITEM NUMBER: A- 3
DATE: 05/08/12
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.
NBS, an independent financial consultant, was hired to prepare the engineer's report for
the two districts. The engineer's report and the levies must be approved by Council
annually. This is done in a two-step process. Tonight, there are three resolutions for
each district (a total of 6 resolutions in all) that must be adopted in order to continue the
assessments within the districts. The resolutions adopted tonight will also establish the
date and time for the public hearing. The public hearing is tentatively scheduled for
June 12, 2012 at 6:00 p.m., at which time the final resolutions will be presented to the
Council for passage.
The proposed assessments for fiscal year 2012/2013 are less than the Maximum
Assessment Rate. In accordance with the formula voters of the district adopted in 2005,
the City may increase the Maximum Assessment Rate for inflation by the greater of the
Consumer Price Index (CPI) or 3.0%. The Maximum Assessment Rate was increased
3.0% this year 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 52% of the allowable maximum annual
assessments for the Landscaping and Lighting District, and about 95% for the Street
and Storm Drain District.
Amount Per EBU Amount Per EBU
District Maximum Assessment Proposed Assessment
Fiscal Year 2012-13 Fiscal Year 2012-13
Atascadero Street and Storm Drain
$613.25 $582.00
Maintenance District No. 01 Apple Valley
Atascadero Landscaping and Lighting
Maintenance District No. 01 Apple Valley $1,340.15 $700.00
FISCAL IMPACT:
Annual assessments for 2012/2013 will total $40,740 for road/drainage system
maintenance and $49,000 for landscape and lighting maintenance. These amounts will
be assessed to the owners of parcels in Apple Valley.
ITEM NUMBER: A- 3
DATE: 05/08/12
ATTACHMENTS:
1. 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 2012/2013
2. 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)
3. 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 2012/2013, and to appoint a time and place for
the public hearing on these matters
4. Engineer's Annual Levy Report- for the levy and collection of fiscal year
2012/2013 assessments for Atascadero Street and Storm Drain Maintenance
District No. 01 (Apple Valley)
5. 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 2012/2013 pursuant to the provisions of Part 2 of Division
15 of the California Streets and Highways Code
6. Draft Resolution E - preliminary approval of the Annual Engineer's Levy Report
for Atascadero Landscaping and Lighting Maintenance District No. 01 (Apple
Valley) for fiscal year 2012/2013
7. 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 2012/2013
8. Engineer's Annual Levy Report- for the levy and collection of fiscal year
2012/2013 assessments for Atascadero Landscaping and Lighting District No. 01
(Apple Valley)
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 1
DRAFT RESOLUTION A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, 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 2012/2013.
The City Council of the City of Atascadero (hereafter referred to as "City Council") hereby finds,
determines,resolves and orders as follows:
WHEREAS,the City Council 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 "1982 Act") formed an assessment district to be designated as Atascadero
Street and Storm Drain Maintenance District No. 01 (Apple Valley) (hereafter referred to as the
"District"), for the purpose of funding the ongoing operation, maintenance and servicing of
public streets, sidewalks, storm drain and flood control facilities installed in conjunction with the
development of properties known as Apple Valley Tract 2495; and to levy and collect annual
assessments related thereto. The 1982 Act provides for the formation of such an assessment
district pursuant to Article 3 Section 54710, and provides for the levy and collection of
assessments by the County on behalf of the City pursuant to Article 4 Section 54718; and,
WHEREAS, the City Council has retained NBS as the Engineer of Work, for the purpose
of assisting with the administration of the District, the establishment of annual assessments, and to
prepare and file an Engineer's Report with the City Clerk in accordance with the 1982 Act; and in
accordance with the requirements of the California Constitution, Articles W11C and'URD;
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. The City Council hereby orders the Engineer to prepare and file an
Engineer's Annual Levy Report concerning the levy of assessments for properties within the
District as specified by Article 4 Section 54716 of the 1982 Act.
SECTION 2. The District improvements include the ongoing operation, administration,
maintenance and servicing of the public streets, drainage and flood control systems and appurtenant
facilities authorized pursuant to the 1982 Act that were installed as part of property development
and associated with the District. Said improvements may include, but are not limited to pavement,
curbs, sidewalks, hardscape, bridges, fencing, signage, drains, pipes, inlets, outlets, catch basins,
drainage basins, manholes, and associated appurtenant facilities located within the public street
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 1
right-of-ways and other public easements within the District, and dedicated to the City of
Atascadero for such maintenance.
SECTION 3. The territory within Atascadero Street and Storm Drain Maintenance District
No. Ol (Apple Valley) consists of lots, parcels and subdivisions of land located in the development
known as Apple Valley Tract 2495.
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 2
DRAFT RESOLUTION B
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, ACCEPTING AND PRELIMINARILY
APPROVING THE ENGINEER'S ANNUAL LEVY REPORT REGARDING
THE ATASCADERO STREET AND STORM DRAIN MAINTENANCE
DISTRICT NO. 01 (APPLE VALLEY).
The City Council of the City of Atascadero (hereafter referred to as "City Council") hereby finds,
determines,resolves and orders as follows:
WHEREAS, the City Council has, by previous Resolution, ordered the preparation of an
Engineer's Annual Levy Report (hereafter referred to as the "Report") regarding the assessment
district to be designated as the Atascadero Street and Storm Drain Maintenance District No. 01
(Apple Valley) (hereafter referred to as the "District"), and the levy and collection of
assessments related thereto, 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 "1982 Act"); and,
WHEREAS, there has now been presented to this City Council the Report as specified
by Article 4 Section 54716 of said 1982 Act; and,
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented, and is preliminarily satisfied with the District and the budget items and documents as
set forth therein, and is satisfied that the proposed assessments have been spread in accordance
with the special benefits received from the improvements, operation, administration,
maintenance and services to be performed within the District, as set forth in said Report.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. The preceding recitals are true and correct.
SECTION 2. That the Report as presented, consists of the following:
a. A Description of Improvements.
b. A Boundary Diagram of the District.
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 2
c. The Method of Apportionment that details the method of calculating each
parcel's proportional special benefits and annual assessment.
d. The proposed Budget (Costs and Expenses) and the duration and collection of
assessments.
e. The District Roll containing the Levy for each Assessor Parcel Number within
the District for fiscal year 2012/2013.
SECTION 3. The Report is hereby approved on a preliminary basis, and 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 Maximum Assessment described in the Report is hereby approved on
a preliminary basis.
SECTION 5. The City Clerk shall certify to the passage and adoption of this Resolution,
and the minutes of this meeting shall so reflect the presentation of the Report.
ITEM NUMBER: A- 3
DATE: 05/08/12
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 3
DRAFT RESOLUTION C
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, DECLARING ITS INTENTION TO LEVY
AND COLLECT ANNUAL ASSESSMENTS WITHIN ATASCADERO
STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 01
(APPLE VALLEY) IN FISCAL YEAR 2012/2013, AND TO APPOINT A
TIME AND PLACE FOR THE PUBLIC HEARING ON THESE MATTERS.
The City Council of the City of Atascadero (hereafter referred to as "City Council")hereby finds,
determines,resolves and orders as follows:
WHEREAS, the City Council 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 "1982 Act") did by previous Resolution approve the levy and collection of
annual assessments to pay for the operation, maintenance and servicing of public streets, drainage
and flood control systems and appurtenant facilities related thereto for the assessment district
designated as Atascadero Street and Storm Drain Maintenance District No. 01 (Apple Valley)
(hereafter referred to as the "District"); and,
WHEREAS, the Engineer selected by the City Council has prepared and filed with the
City Clerk a Report in connection with the proposed District, and the levy of assessments for
Fiscal Year 2012/2013 (July 1, 2012 and ending June 30, 2013) in accordance with Chapter 1,
Article 4 of the 1982 Act and in accordance with the requirements of the California Constitution,
Articles XIIIC and XHID, and the City Council did by previous Resolution preliminarily approve
such Report.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. The City Council hereby declares its intention to seek the annual levy of the
District pursuant to the 1982 Act, over and including the land within the District boundary, and to
levy and collect special benefit assessments on parcels of land within the District to pay for the costs
and expenses associated with the operation, maintenance, repair and servicing of public streets,
drainage and flood control systems and appurtenant facilities related thereto.
SECTION 2. The District improvements include the ongoing operation, administration,
maintenance and servicing of the public streets, drainage and flood control systems and appurtenant
facilities authorized pursuant to the 1982 Act that were installed as part of property development
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 3
and associated with the District. Said improvements may include, but are not limited to pavement,
curbs, sidewalks, hardscape, bridges, fencing, signage, drains, pipes, inlets, outlets, catch basins,
drainage basins, manholes, and associated appurtenant facilities located within the public street
right-of-ways and other public easements within the District, and dedicated to the City of
Atascadero for such maintenance. The Engineer's Report, as ordered by previous Resolution,
provides a full and complete description of the improvements within the District.
SECTION 3. The proposed territory within Atascadero Street and Storm Drain
Maintenance District No. 01 (Apple Valley) consists of lots, parcels and subdivisions of land
located in the development known as Apple Valley Tract 2495.
SECTION 4. The proposed assessments for the District are outlined in the Engineer's
Report. The Report details the proposed assessments necessary to provide for the annual operation,
administration, services and maintenance of the improvements described in Section 2 of this
Resolution.
SECTION 5. Notice is hereby given that a Public Hearing on these matters will be held
by the City Council on Tuesday, June 12, 2012 at 6:00 p.m. or as soon thereafter as feasible in
the regular meeting chambers of the City Council located at 6907 El Camino Real, Atascadero,
California, in accordance with Government Code, Section 53753 and California Constitution,
Article AWD, Section 4(e). The City shall give notice of the time and place of the Public Hearing
by posting a copy of this resolution on the official bulletin board customarily used by the Council
for the posting of notices and by publishing this resolution in a local newspaper pursuant to
Government Code Section 6066 as outlined in the 1982 Act. At the Public Hearing, interested
persons shall be permitted to present written and/or oral testimony.
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 3
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
helping communities
fund tomorrow
City of Atascadero
Annual Engineer's Report
Street and Storm Drain Maintenance
District No. 01 (Apple Valley)
Fiscal Year 2012/13
Main Office
32605 Temecula Parkway, Suite 100
Temecula, CA 92592
Toll free: 800.676.7516 Fax: 951.296.1998
Regional Office
870 Market Street, Suite 1223
San Francisco, CA 94102
Toll free: 800.434.8349 Fax: 415.391.8439
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No. 01
(Apple Valley)
6907 EI Camino Real
Atascadero, CA 93422
Phone — (805) 461-5000
Fax — (805) 461-7612
CITY COUNCIL
Bob Kelley, Mayor
Tom O'Malley, Mayor Pro Tem
Brian Sturtevant, Council Member
Jerry Clay, Sr., Council Member
Roberta Fonzi, Council Member
AGENCY STAFF
Wade G. McKinney, City Manager
James R. Lewis, Assistant City Manager
Rachelle Rickard, Administrative Services Director
Jeri Rangel, Assistant Administrative Services Director
NBS
Danielle Wood, Client Services Director
Adina Vazquez, Senior Consultant
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...............................................3-1
C. DESCRIPTION OF IMPROVEMENTS AND SERVICES ..............................3-1
4. ESTIMATE OF COSTS 4-1
5. METHOD OF ASSESSMENT 5-1
A. GENERAL ....................................................................................................5-1
B. BENEFIT ANALYSIS....................................................................................5-1
C. ASSESSMENT METHODOLOGY................................................................5-2
D. ASSESSMENT RANGE FORMULA.............................................................5-5
6. ASSESSMENT DIAGRAM 6-1
7. ASSESSMENT ROLL 7-1
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero Table of Contents
Prepared by NBS—Fiscal Year 2012/13
1. ENGINEER'S LETTER
WHEREAS, on March 24, 2005 by Resolution No. 2005-042, the City Council of the City of Atascadero
(the "City"), State of California, in accordance with and pursuant to the provisions of the Benefit
Assessment Act of 1982, being Chapter 6.4 of the California Government Code, commencing with Section
54703 (hereafter referred to as the "1982 Act"), and in compliance with the substantive and procedural
requirements of the California State Constitution Article XIIID (hereafter referred to as the "California
Constitution"), established the City of Atascadero Street and Storm Drain Maintenance District No. 01
(Apple Valley) (the "District"); and
WHEREAS, on May 8, 2012, the City Council, under the 1982 Act, adopted its Resolution Initiating
Proceedings for the Annual Levy of Assessments and Ordering the Preparation of an Engineer's Report
for the District; and
WHEREAS, the Resolution Initiating Proceedings directed NBS to prepare and file a report describing the
general nature, location, and extent of the improvements to be maintained; an estimate of the costs of the
maintenance, operations, and servicing of the improvements for the District for the referenced fiscal year;
a diagram for the District, showing the area and properties to be assessed; and an assessment of the
estimated costs of the administration, maintenance, operations, and servicing the improvements,
assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the
special benefit received.
NOW THEREFORE, the assessments as detailed in this Engineer's Report and as summarized in the
table below are made to cover the portion of the estimated costs of maintenance, operation and servicing
of the improvements to be paid by the assessable real property within the District in proportion to the
special benefit received. The following table summarizes the proposed assessment for Fiscal Year
2012/13:
FY 2012/13 Summary of Assessment
Description Amount
Estimated Annual Costs $56,760
Capital Reserve Collection/ Uses 25,910
Levy Adjustments 9,890
Balance to Levy $40,740
Fiscal Year 2012/13 Maximum Rate $613.25
Fiscal Year 2012/13 Proposed Applied Rate $582.00
I, the undersigned, respectfully submit the enclosed Engineer's Report and, to the best of my knowledge,
information, and belief, the Engineer's Report, Assessments, and the Assessment Diagram herein have
been prepared, computed, and levied in accordance with the assessment methodology adopted,
approved, and ordered by the City Council of the City of Atascadero and the 1982 Act.
NBS
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 1-1
Prepared by NBS—Fiscal Year 2012/13
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 in
compliance with the substantive and procedural requirements of the California State Constitution Article
XIIID (hereafter referred to as the "California Constitution"), the City Council of the City of Atascadero,
County of San Luis Obispo, State of California (hereafter referred to as "City"), proposed to form and
levy special benefit assessments for the district designated as:
Street and Storm Drain Maintenance District No. 01 (Apple Valley)
(hereafter referred to as the "District"), which includes the lots and parcels of land within the residential
subdivision known as Apple Valley, Tract 2495 within the City limits of the City. This Engineer's Report
(hereafter referred to as the "Report") has been prepared in connection with the levy and collection of
annual assessments related thereto for fiscal year 2012/2013.
The City Council formed the District, and provided for the levy and collection of annual assessments on
the County tax rolls to provide ongoing funding for the costs and expenses required to service and
maintain the street and storm drain improvements and facilities associated with and resulting from the
development of properties within the District. The improvements to be provided by the District and the
assessments described herein are made pursuant to the 1982 Act and the substantive and procedural
provisions of the California Constitution.
This Report describes the District, the improvements, and the proposed assessments to be levied against
properties in connection with the special benefits the properties will receive from the maintenance and
servicing of the District improvements and facilities. The annual assessments described herein will provide
a funding source for the continued operation and maintenance of streets, storm drain system and
appurtenant facilities installed in connection with the development of properties within the District.
The improvements and assessments described in this Report are based on the development of properties
within the District and represent an estimate of the direct expenditures, incidental expenses, and fund
balances that will be necessary to maintain and service the streets and storm drain system that provides
special benefits to properties within the District. The structure of the District (organization), the
improvements, the method of apportionment, and assessments described herein are based on current
development plans and specifications for Tract 2495; and by reference these plans and specifications are
made part of this Report.
The word "parcel," for the purposes of this Report, refers to an individual property assigned its own
Assessor's Parcel Number(APN) by the San Luis Obispo County Assessor's Office. The San Luis Obispo
County Auditor/Controller uses Assessor's Parcel Numbers and specific Fund Numbers to identify
properties to be assessed on the tax roll for the special benefit assessments.
As part of this District's formation, the City conducted a Property Owner Protest Ballot proceeding for the
proposed levy of a new assessment pursuant to the provisions of the California Constitution, Article XIIID
Section 4. In conjunction with this ballot proceeding, the City Council conducted a noticed public hearing to
consider public testimonies, comments and written protests regarding the formation of the District and levy
of assessments. Upon conclusion of the public hearing, property owner protest ballots received were
opened and tabulated to determine whether majority protest existed (ballots were weighted based on
assessment amounts), and by resolution the City Council confirmed the results of the ballot
tabulation. The tabulation of the ballots indicated that majority protest did not exist for the proposed
assessments and the assessment range formula presented and described herein; therefore, the City
Council approved the Report (as submitted or amended), ordered the formation of the District, and
approved the levy and collection of assessments. The assessments for fiscal year 2005/2006 were
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 2-1
Prepared by NBS—Fiscal Year 2012/13
submitted to the San Luis Obispo County Auditor/Controller for inclusion on the property tax roll for each
parcel.
Each subsequent fiscal year, a Report shall be prepared and presented to the City Council describing any
changes to the improvements, proposed services, the annual budget or assessments for that fiscal year
and the City Council may hold a noticed public hearing regarding these matters prior to approving and
ordering the proposed levy of assessments. If the proposed assessments for the District exceed the
maximum assessment described herein (as approved by the property owners), the new or increased
assessment must be confirmed through another property owner protest ballot proceeding before such an
assessment may be imposed. It should be noted that an increased assessment to an individual property
resulting from changes in development or land use does not constitute an increased assessment.
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 2-2
Prepared by NBS—Fiscal Year 2012/13
3. PLA NS A ND SPECIFI CA TIONS
A. BENEFITING PROPERTIES WITHIN THE DISTRICT
The territory within the District consists of the lots, parcels and subdivisions of land within the proposed
residential subdivision known as the Apple Valley, Tract 2495, which encompasses an area of land
totaling approximately twenty-eight acres (28.35 acres).
This residential subdivision includes seventy (70) single-family residential homes. The subdivision is
situated in the northern portion of the City of Atascadero just southwest of Highway 101 and is
generally located:
• South of Del Rio Road;
• North of Conejo Road;
• West of Ramona Road; and,
• East of Graves Creek
B. FUNDING AUTHORIZED BY THE 1982 ACT
As generally defined by the Benefit Assessment Act of 1982 and applicable to this District, the City may
impose a benefit assessment to finance the maintenance and operation costs of the following services:
1) Drainage and Flood Control;
2) Streets and Roads.
In addition to imposing a benefit assessment for the annual maintenance and operation of the District
improvements, the City may also authorize an assessment or utilize existing assessment revenues to finance
the installation, construction or replacement of drainage and flood control facilities as well as the street and
road improvements (with some limitations). While such activities are permitted under the 1982 Act, the budget
and assessments for this District only provide for normal maintenance and operation of the improvements.
Since most major rehabilitation/construction projects result from unforeseen damages, the extent and cost of
such projects are not easily predicted and to accumulate funds as part of the normal annual assessments
would not be reasonable. If such funding becomes necessary, the City may present a new or increased
assessment to the property owners to support the projects.
C. DESCRIPTION OF IMPROVEMENTS AND SERVICES
The purpose of this District is to fund the activities necessary to maintain and service the local streets and the
drainage and flood control systems constructed and installed in connection with development of properties
within the residential subdivision known as Apple Valley, Tract 2495 pursuant to approved development plans
and agreements. The improvements may consist of all or a portion of the public streets, drainage and flood
control facilities associated with Tract 2495 and the maintenance of these improvements may include but are
not limited to the materials, equipment, labor, and incidental expenses deemed necessary to keep these
improvements in satisfactory condition. The maintenance of the improvements and related activities shall be
funded entirely or partially through the District assessments. The District improvements and services are
generally described as:
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 3-1
Prepared by NBS—Fiscal Year 2012/13
• Street maintenance that may include but is not limited to the repair and servicing of street
surfaces, curbs, gutters, bridges, driveway approaches, sidewalks, barricades, delineation, signage
or other facilities within the public street right-of-ways installed in connection with the development
of properties in Tract 2495 and that have been dedicated to the City;
• Storm drain and flood control maintenance that may include but is not limited to inspection,
repair and servicing of drainage basins, inlets, catch basins, manholes, outlets, drywells, pumps,
filters and storm drain pipes installed in connection with the development of properties of Tract 2495
as well as any off-site improvements and facilities directly associated with the aforementioned
infrastructure that is deemed necessary to service or protect the properties including waste water
treatment;
• The appurtenant, equipment, materials and service contracts related to the aforementioned
improvements and facilities;
• Specifically excluded are those improvements or facilities: located on private property or common
areas; that may be provided or maintained by an agency other than the City; that may be provided
by another assessment or tax levied by the City; or that may be provided and maintained by a
Homeowner's Association or similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by
the District are on file in the Office of Public Works and by reference are made part of this Report. Those
portions of the District improvements that may be identified as general benefit or will be funded in whole or in
part by other revenue sources as part of the approved development agreements, will not be included as part
of the District assessments. The net annual cost to provide and maintain the improvements determined to be
of special benefit shall be allocated to each property in proportion to the special benefits received.
Street Maintenance
The street maintenance program may include, but is not limited to: the repair of potholes, cracks or other
failures in the asphalt surface; repair or replacement of curbs, gutters, driveway approaches and sidewalks as
required as part of maintaining the streets; repair or installation of street signs, barricades, fencing or other
delineation; mechanized sweeping and cleaning of the streets and gutters; slurry sealing, overlays and re-
striping of the street surfaces. The specific activities and timing of various street and road maintenance
services shall be determined by the City's Public Works Department as necessary to extend the life of the
streets or to improve traffic circulation and safety as available funding permits. Specifically the street
improvements for this District are identified as:
• Approximately 106,460 square feet of asphalt street surface located on the perimeter of the
development (south half of Del Rio Road); and the various interior streets identified as Via Colonia
Court, 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, San
Ramon Road, 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 and
gutter in and around the two median islands on San Ramon Road (entryways to the development at
Del Rio Road and Conejo Road);
• Approximately 70 driveway approaches, 25,394 square feet of sidewalks and various street signs
within the District;
• Specifically not included as part of the street maintenance program are the costs associated with
major replacements or reconstruction. Although the District assessments will provide funding for
regular maintenance and servicing of the improvements that will extend the useful life of the street
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 3-2
Prepared by NBS—Fiscal Year 2012/13
improvements, the assessments are not intended to fund major replacements or reconstruction of
the street surfaces or adjacent improvements such as curbs, gutters or driveway approaches. The
costs of extensive replacement or reconstruction activities such as grinding and resurfacing of the
asphalt; and replacement of curbs, gutters driveway approaches and sidewalks is significantly more
than the amount that can reasonably be collected annually under the provisions of the 1982 Act.
When such repairs or activities are deemed necessary, the City will consider various financing
options including new or increased assessments for property owner approval.
The Public Works Department shall authorize the operational activities and maintenance of the public street
and right-of-way improvements, facilities and services that may include, but are not limited to:
• Regular street sweeping services necessary to control dirt and debris on street surfaces and
gutters;
• Annual inspection of street surface and repair of potholes and surface cracks as needed;
• Periodic slurry or overly of street surfaces and driveway approaches (typically one or the other once
every five years);
• Periodic re-striping of traffic lanes, bike lanes, street parking areas, crosswalks and intersections
(typically in conjunction with slurry or overly activities);
• Graffiti abatement of public improvements within the street right-of-ways that are maintained by
the District including but not limited to sandblasting, repainting and repair of fences, walls,
barricades, sidewalks and signage as needed;
• Annual inspection and periodic repair or replacement of decorative street- pavers as needed;
■ Annual inspection and minor repairs of curbs, gutters, driveway approaches and sidewalks
including partial segment replacements as needed to ensure pedestrian and vehicle safety or
the integrity of the street;
• Annual inspection and periodic repair or rehabilitation of street signs and traffic control devices;
• Annual inspection and repair of barricades, street-fencing, delineation or retaining walls within the
street right-of-ways as needed.
A portion of the services described above are not performed on an annual basis but rather on a periodic
basis, such as slurry sealing or overlaying the asphalt streets, and the funds necessary for these activities are
collected in installments as part of the annual assessments. The monies collected each year for these services
will be accumulated in a special fund of the District (Reserve Fund or Capital Improvement Fund). The
monies accumulated for these activities shall be spent when sufficient funds have been accumulated to
perform the services deemed necessary by the City (approximately every five years). This process of
accumulating funds (installments) shall continue until such time the District is dissolved; or the City determines
that such funding procedures require modification. Changes in the process of accumulating funds that would
result in an increase to the annual assessment rate must be presented to the property owners for approval
prior to imposing such an increase.
Storm Drain and Flood Control Maintenance
The storm drain and flood control system associated with the District may include but is not limited to:
drainage basins and bio-filters; 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 (within
the District boundaries) but may also include off-site improvements such as water treatment equipment,
facilities or services mandated or required by Federal, State or County regulations for water pollution control.
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 3-3
Prepared by NBS—Fiscal Year 2012/13
The annual assessments for this District are intended to support a storm drain and flood control
maintenance program that will adequately regulate and control storm water runoff resulting from the
development of properties within the District. This maintenance program may include but is not limited to:
inspection and documentation of the system; cleaning, servicing or repair of the facilities and equipment; and
the partial replacement or rehabilitation of equipment and facilities. The storm drain and flood control system
includes but is not limited to:
• Approximately 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 in
diameter.
The Public Works Department shall authorize and schedule the operational activities and maintenance of the
storm drain and storm water pollution treatment infrastructure, facilities and services that may include, but are
not limited to:
• Cleaning of storm drain inlets, catch basins, manholes and pipes as needed;
• Stencil maintenance and documentation of facilities as required by Federal, State or County
regulations;
• Cleaning and landscape maintenance of the drainage basins, bio-filter areas or channel ways
as needed;
• Debris removal and pest control in and around the storm drain facilities as needed;
• Minor repairs and maintenance of the storm drain inlets, catch basins and outlets as needed;
• Street sweeping services necessary to control debris and water flow for the storm drain system;
and,
• The operational costs related to NPDES compliance requirements.
A portion of the services described above are not performed on an annual basis but rather on a periodic basis
such as minor repairs to the storm drain inlets, catch basins and outlets, and the funds necessary for these
activities are collected in installments as part of the annual assessments. The monies collected each year for
these services will be accumulated in a special fund of the District (Reserve Fund or Capital Improvement
Fund). The monies accumulated for these activities shall be spent as needed to perform the services deemed
necessary by the City. This process of accumulating funds (installments) shall continue until such time the
District is dissolved; or the City determines that such funding procedures require modification. Changes in the
process of accumulating funds that would result in an increase to the annual assessment rate must be
presented to the property owners for approval prior to imposing such an increase.
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 3-4
Prepared by NBS—Fiscal Year 2012/13
4. ESTIMATE OF COSTS
BUDGET FY 2012/2013
DIRECT COSTS
Street, Roads&Storm Drain Improvements
Drainage Maintenance Services $500
Street Sweeping Services 1,000
Inspection&Operational Services-Roads, Drainage 610
Total Annual Direct Costs $2,110
CAPITAL EXPENDITURES
Special Project-Slurry Seal $50,000
Total Annual Capital Expenditures $50,000
ADMINISTRATION EXEPNSES
City Annual Administration $570
Engineer's Report&Services 3,490
County Administration Fee 140
Public Noticing 450
Total Annual Administration Costs $4,650
TOTAL DIRECT&ADMINISTRATION COSTS $56,760
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
Special Project-Slurry Seal 50,000
Total Annual Capital Reserve Collections/(Uses) $(25,910)
LEVY ADJUSTMENTS
Interest Income- Improvement Fund $(2,189)
Interest Income-Operating Reserve Fund 1,381
Operating Reserve Fund Collection(Use) 13,460
Total Levy Adjustments $9,890
BALANCE TO LEVY $40,740
DISTRICT STATISTICS
Total Parcels 74
Parcels Levied 70
Total EBU 70
Levy per EBU $582.00
Maximum Levy per EBU $613.25
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $78,604
Operational Reserve Interest 1,381
Operational Reserve Collection/(Use) 9,890
Estimated Ending Operating Reserve Balance $89,875
Beginning Improvement Fund Balance $164,609
Improvement Fund Interest 2,189
Improvement Fund Collection/(Use) (25,910)
Estimated Ending Improvement Fund Balance $140,888
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 4-1
Prepared by NBS—Fiscal Year 2012/13
5. METHOD OF ASSESSMENT
A. GENERAL
The 1982 Act permits the establishment of assessment districts by agencies for the purpose of providing for
the maintenance, operation and servicing of drainage and flood control improvements as well as streets,
roads and appurtenant facilities. The 1982 Act further requires that the cost of these improvements be levied
according to benefit rather than assessed value:
"The amount of the assessment imposed on any parcel of property shall be related to
the benefit to the parcel which will be derived from the provision of the service".
Furthermore:
"The annual aggregate amount of the assessment shall not exceed the estimated annual
cost of providing the service, except that the legislative body may, by resolution, determine
that the estimated cost of work authorized ... is greater than can be conveniently raised
from a single annual assessment and order that the estimated cost shall be raised by an
assessment levied and collected in installments.... The revenue derived from the
assessment shall not be used to pay the cost of any service other than the service for which
the assessment was levied."
The method of apportionment described in this Report for allocation of special benefit assessments utilizes
commonly accepted engineering practices in compliance with the provisions of the 1982 Act and the California
Constitution. The formulas used for calculating assessments reflects the composition of parcels within the
District and the improvements and services provided, to fairly apportion the costs based on the special
benefits to each parcel.
B. BENEFIT ANALYSIS
Each of the proposed improvements and services, and the associated costs and assessments have been
carefully reviewed, identified and allocated based on special benefit pursuant to the provisions of the 1982 Act
and the California Constitution. The street and storm drain improvements associated with this District were
necessary and essential requirements for the orderly development of the properties within the District to their
full potential, consistent with the development plans and applicable portions of the City General Plan. As such
the ongoing operation, servicing and maintenance of those improvements would otherwise be the direct
financial obligation of each individual property owner. Since each parcel to be assessed within the District
could not have been developed in the absence of these improvements and facilities, each parcel has a
direct investment in the proper maintenance of the improvements that is over and above any general benefits
that may be conferred by such improvements and services.
The ongoing maintenance and servicing of the District improvements is an integral part of the appearance, use
and preservation of the properties within the District and such services to be funded by annual assessments
confer a particular and distinct special benefit to those parcels. The proper maintenance of streets and
appurtenant facilities allows individual parcels to be used to their fullest extent by ensuring the safe and
efficient movement of people and goods to and from the benefiting properties Likewise, the maintenance
and servicing of the storm drain system ensures proper water flow and control of excess water during periods
of rain, which is essential to preservation and protection of private property. Together the maintenance and
servicing of the streets and storm drain system contributes to a specific enhancement of each of the parcels
within the District and the absence of adequate maintenance and servicing of the District improvements could
eventually have a negative impact on properties within the District.
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 5-1
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Although the improvements may include public streets and storm drain facilities that connect to similar facilities
outside the District boundaries, it is clear that the construction and installation of these improvements were
only necessary for the development of properties within the District. As such, these improvements were not
required nor necessarily desired by any properties or developments outside the District boundary and any
public access or use of the improvements by others is incidental. Therefore, it has been determined that the
ongoing maintenance, servicing and operation of the District improvements provide no measurable general
benefit to properties outside the District or to the public at large, but clearly provide distinct and special benefits
to properties within the District. Any improvement or portion thereof (particularly off-site storm drain facilities)
that may be considered general benefit shall be funded by other revenue sources and not included as part of
the special benefit assessments allocated to properties within this District. However, the costs associated
with installation or improvement of any off-site facilities that benefit the parcels within this District as well
as other properties (shared benefit) may be allocated to the parcels within the District based on their
proportional special benefit from such improvements.
C. ASSESSMENT METHODOLOGY
The costs associated with the improvements and services shall be fairly distributed among the parcels based
upon the special benefit received by each parcel. Additionally, in compliance with the California Constitution
Article XIIID Section 4, each parcel's assessment may not exceed the reasonable cost of the proportional
special benefit conferred to that parcel. The benefit formula used to determine the assessment obligation is
therefore based upon both the improvements that benefit the parcels within the District as well as the
proposed land use of each property as compared to other parcels that benefit from those specific
improvements.
The method of apportionment established for this District and described herein, reflects the proportional
special benefit each property receives from the improvements and services based on the actual or proposed
land use of that parcel as compared to other properties within the District based on similarities and differences
in parcel land use.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property's proportional special benefits to the
special benefits of the other properties within the District. The method of apportionment established for most
districts formed under the 1982 Act utilizes a weighted method of apportionment known as an Equivalent
Benefit Unit (EBU) methodology that uses the single-family home site as the basic unit of assessment. A
single-family home site equals one Equivalent Benefit Unit (EBU) and the other land uses are converted to a
weighted EBU based on an assessment formula that equates the property's specific development status, type
of development (land use), and size of the property, as compared to a single-family home site.
Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly used and
applied to districts that have a wide range of land use classifications (residential and non-residential use), this
District is comprised of only residential properties and the following apportionment analysis of special benefit
addresses only residential land uses. Not all land use types described in the following are necessarily
applicable to the development of properties within this District, but are presented for comparison purposes to
support the proportional special benefit applied to those land use types within the District.
EBU Application by Land Use:
Single-family Residential —This land use is defined as a fully subdivided residential home site with or
without a structure. This land use is assessed 1.0 EBU per lot or parcel. This is the base value that the
other properties are compared and weighted against(i.e. Equivalent Benefit Unit"EBU").
Multi-family Residential —This land use is defined as a fully subdivided residential parcel that has more
than one residential unit developed on the property. (This land use typically includes apartments,
duplexes, triplex etc., but does not generally include condominiums, town-homes or mobilehome parks).
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report–City of Atascadero 5-2
Prepared by NBS–Fiscal Year 2012/13
Based on average population densities and size of the structure as compared to a typical single-family
residential unit, multi-family residential parcels shall be proportionately assessed for the parcel's total
number of residential units utilizing a sliding benefit scale. Although multi-family properties typically receive
similar benefits to that of a single-family residential, it would not be reasonable to conclude that on a per
unit basis, the benefits are equal. Studies have consistently shown that the average multi-family unit
impacts infrastructure approximately 75% as much as a single-family residence (Sample Sources:
Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition; Metcalf and
Eddy, Wastewater Engineering Treatment, Disposal, Reuse, Third Edition). These various studies indicate
that most public improvements and infrastructure are utilized and impacted at reduced levels by multi-
family residential units and a similar reduction in proportional benefit is appropriate. Furthermore, it is also
reasonable to conclude that as the density(number of units) increases; the proportional benefit per unit
tends to decline because the unit size and people per unit usually decreases. Based on these
considerations and the improvements provided by this District, an appropriate allocation of special benefit
for multi-family residential properties as compared to a single- family residential property is best
represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units; 0.50
EBU per unit for units 51 through 100; and 0.25 EBU per unit for the remaining units.
Condom!nium/Town-home Units — Condominiums and town-homes tend to share attributes of both
single-family residential and multi-family residential properties and for this reason are identified as a
separate land use classification. Like most single-family residential properties, these properties are not
usually considered rental property and generally, the County assigns each unit a separate APN or
assessment number. However, condominiums and town-homes often have similarities to multi-family
residential properties in that they are generally zoned medium to high density and in some cases may
involve multiple units on a single APN. In consideration of these factors it has been determined that an
appropriate allocation of special benefit for condominiums, town-homes and similar residential properties
is best represented by an assignment of 0.75
EBU per unit regardless of whether each unit is assigned an individual APN or there are multiple units
assigned to an APN. (There is no adjustment for parcels with more than five units).
Planned-Residential Development — This land use is defined as any property for which a tentative or
final tract map has been filed and approved (a specific number of residential lots and units has been
identified) and the property is expected to be subdivided within the fiscal year or is part of the overall
improvement and development plan for the District. This land use classification often times involves more
than a single parcel (e.g. the approved tract map encompasses more than a single APN). Each parcel that
is part of the approved tract map shall be assessed proportionately for the proposed or estimated
residential type and units to be developed on that parcel as part of the approved tract map. Accordingly,
each parcel is assigned an appropriate number of benefit units that reflects the development of that
property at build-out. (The EBU assigned to each parcel shall represent the combination of single-family,
condominium, multi-family units to be developed).
Vacant Residential — This land use is defined as property currently zoned for residential development,
but a tentative or final tract map for the property has not yet been approved. Based upon the opinions of
professional appraisers who appraise market property values for real estate in California, the land
value portion of a property typically ranges from 20 to 30 percent of the total value of a developed
residential property (the average is about 25 percent). Although the assessed value of an individual
property is not a direct reflection of the property's special benefit, this general correlation between land
value and structure value does provide a reasonable basis for apportioning special benefit for vacant
residential properties. Utilizing this twenty-five percent (25%) apportionment and the number of single-
family residential units typically developed per acre of land (an average of 4 residential units per acre) an
Equivalent Benefit Unit of 1.0 EBU per acre (4 units per acre x 25%) is derived and presents an
appropriate apportionment of special benefit for vacant residential properties. Recognizing that the full
and timely utilization of vacant property is reduced as the size of the property increases, it has been
determined that the maximum EBU assigned to a vacant residential parcel shall not exceed 25.0 EBU
(parcels in excess of 25 acres are assigned 25.0 EBU). Parcels less than one acre, shall be assigned a
minimum of 1.0 EBU (similar to a vacant lot within a residential tract).
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report–City of Atascadero 5-3
Prepared by NBS–Fiscal Year 2012/13
Exempt Parcels — This land use identifies properties that are not assessed and are assigned 0.0 EBU.
This land use classification may include but is not limited to:
• Lots or parcels identified as public streets and other roadways (typically not assigned an APN
by the County);
• Dedicated public easements including open space areas, utility rights-of- way, greenbelts,
parkways, parks or other publicly owned properties that are part of the District improvements or
may provide other benefits to private properties within the District.;
• Private properties that cannot be developed independently from an adjacent property, such as
common areas, sliver parcels or bifurcated lots or properties with very restrictive development
use.
These types of parcels are considered to receive little or no benefit from the improvements and are
therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to
confirm the parcels current development status. Government owned properties or public properties are not
necessarily exempt properties and shall be subject to special benefit assessment unless it qualifies for an
exempt status.
Special Cases— In many districts where multiple land use classifications are involved, there are usually
one or more properties for which the standard land use classifications do not accurately identify the
special benefits received from the improvements. For example, a parcel may be identified as a Vacant
Residential property, however only a small percentage of the parcel's total acreage can actually be
developed. In this case, an appropriate calculation would be based on the net acreage that can be utilized
rather than the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unit calculations
previously outlined.
Equivalent Benefit
Property Type Units Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
0.75 Per Unit for the First 50 Units
Multi-family Residential 0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Condominium/Townhome Units 0.75 Per Unit
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
Planned Residential Development 0.75 Per Unit for the First 50 Units
0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Vacant Residential Land 1.00 Per Acre
Exempt Parcels 0.00 Per Parcel
The following formula is used to calculate each parcel's EBU (proportional benefit).
Parcel Type EBU x Acres or Units = Parcel EBU
The total number of Equivalent Benefit Units (EBU's) is the sum of the individual EBU's applied to parcels that
receive special benefit from the improvements. An assessment amount per EBU (Assessment Rate) for the
improvements is established by taking the total cost of the improvements and dividing that amount by the total
number of EBU's of the parcels benefiting from the improvements. This Rate is then applied back to each
parcel's individual EBU to determine the parcel's proportionate benefit and assessment obligation for the
improvements.
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report–City of Atascadero 5-4
Prepared by NBS–Fiscal Year 2012/13
Total Balance to Levy/Total EBU = Levy per EBU
Levy per EBU x Parcel EBU = Parcel Levy Amount
D. ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to the
passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in the Brown
Act defined a "new or increased assessment" to exclude certain conditions. These conditions included "any
assessment that does not exceed an assessment formula or range of assessments previously adopted by
the agency or approved by the voters in the area where the assessment is imposed." This definition and
conditions were later confirmed through Senate Bill 919 (Proposition 218 implementing legislation).
The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and
inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which
could add to the District costs and assessments. As part of the District formation, the notice and assessment
ballots presented to the property owners for approval included a maximum assessment amount for fiscal year
2005/2006 (initial maximum assessment), identification of the corresponding maximum assessment rate and a
summary of the Assessment Range Formula described herein.
The Assessment Range Formula for this District shall be applied to the future assessments and is generally
defined:
• If the proposed annual assessment (levy per EBU) for the upcoming fiscal year is less than or equal
to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not considered
an increased assessment.
• The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established for
fiscal year 2005/2006 adjusted annually by the greater of, three percent (3%) or the annual percentage
change in the Consumer Price Index (CPI) of "All Urban Consumers" for the San Francisco-Oakland-
San Jose Area from February to February.
Beginning with fiscal year 2006/2007 and each fiscal year thereafter, the Maximum Assessment Rate will be
recalculated and a new Maximum Assessment Rate established for the fiscal year utilizing the Assessment
Range Formula described above. The Maximum Assessment Rate shall be calculated independent of the
District's annual budget and proposed assessment. The annual percentage change in CPI shall be based on
available data provided by the U.S. Department of Labor; Bureau of Labor Statistics at the time the annual
Report is prepared. Should the Bureau of Labor Statistics revise such index or discontinue the
preparation of such index, the City shall use the revised index or comparable system as approved by the
City Council for determining fluctuations in the cost of living.
Any proposed annual assessment (rate per EBU) less than or equal to the calculated (adjusted) Maximum
Assessment Rate is not considered an increased assessment, even if the proposed assessment is
significantly greater than the assessment applied in the prior fiscal year. Likewise, modifications to the method
of apportionment that increase the proportional special benefit assigned to a particular land use classification
would be considered an increased assessment. Conversely, reductions in the proportional special benefit
assigned to a land use classifications is permitted. Changes in land use or size of an individual property
resulting in an assessment increase, is not considered an increased assessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided by
the preceding Assessment Range Formula, the City must comply with the provisions of the California
Constitution Article XIIID Section 4c, that requires a public hearing and certain protest procedures including
mailed notice of the public hearing and property owner protest balloting. Property owners through the
balloting process must approve a proposed new or increased assessment before such an assessment
may be imposed.
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 5-5
Prepared by NBS—Fiscal Year 2012/13
6. ASSESSMENT DIA GRA M
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 of
Atascadero.
The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San Luis
Obispo County Assessor's information and identifies the parcels of land within the proposed District, as the
same existed at the time the District was formed. The combination of this map and the Assessment Roll
contained in this Report constitute the District Assessment Diagram.
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 6-1
Prepared by NBS—Fiscal Year 2012/13
ASSESSMENT DIAGRAM FOR
STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 1 (APPLE VALLEY)
CITY OF ATASCADERO, COUNTY OF SAN LUIS OBISPO, STATE OF CALIFORNIA
PROPOSED BOUNDARY MAP OF
STREET AND STORM DRAIN
MAINTENANCE DISTRICT NO. 01 (APPLE VALLEY)
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2011/2012 Storm Drain Maintenance District No. 1 Page 19 of 22
7. ASSESSMENT ROL L
Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented
herein and is based on available parcel maps and property data from the San Luis Obispo County Assessor's
Office at the time the Engineer's Report was prepared. A listing of the proposed lots and parcels to be
assessed within this District along with the assessment amounts is provided herein.
Non-assessable lots or parcels may include, but are not limited to public streets and other roadways (typically
not assigned an APN by the County); dedicated public easements, open space areas, right-of-ways, common
areas; landlocked parcels, small parcels vacated by the County, bifurcated lots, and any other property that
can not be developed or has little or no value. These types of parcels are considered to receive little or no
benefit from the improvements and are therefore exempted from assessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel
number for the fiscal year, a corrected parcel number and/or new parcel numbers will be identified and
resubmitted to the County Auditor/Controller. The assessment amount to be levied and collected for the
resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described
in this Report as approved by the City Council. Therefore, if a single parcel is subdivided to multiple parcels,
the assessment amount applied to each of the new parcels shall be recalculated and applied according to the
approved method of apportionment and assessment rate rather than a proportionate share of the original
assessment:
Street&Storm Drain District No. 01 (Apple Valley) Engineer's Report—City of Atascadero 7-1
Prepared by NBS—Fiscal Year 2012/13
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No. 01
(Apple Valley)
Fiscal Year 2012/2013 Assessment Roll
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment
049-191-039 0 $ - $ -
049-191-040 0 - -
049-191-041 0 - -
049-192-001 1 613.25 582.00
049-192-002 1 613.25 582.00
049-192-003 1 613.25 582.00
049-192-004 1 613.25 582.00
049-192-005 1 613.25 582.00
049-192-006 1 613.25 582.00
049-192-007 1 613.25 582.00
049-192-008 1 613.25 582.00
049-192-009 1 613.25 582.00
049-192-010 1 613.25 582.00
049-192-011 1 613.25 582.00
049-192-012 1 613.25 582.00
049-192-013 1 613.25 582.00
049-192-014 1 613.25 582.00
049-192-015 1 613.25 582.00
049-192-016 1 613.25 582.00
049-192-017 1 613.25 582.00
049-192-018 1 613.25 582.00
049-192-019 1 613.25 582.00
049-192-020 1 613.25 582.00
049-192-021 1 613.25 582.00
049-192-022 1 613.25 582.00
049-193-001 1 613.25 582.00
049-193-002 1 613.25 582.00
049-193-003 1 613.25 582.00
049-193-004 1 613.25 582.00
049-193-005 1 613.25 582.00
049-193-006 1 613.25 582.00
049-193-007 1 613.25 582.00
049-193-008 1 613.25 582.00
049-193-009 1 613.25 582.00
049-193-010 1 613.25 582.00
049-193-011 1 613.25 582.00
049-193-012 1 613.25 582.00
049-193-013 1 613.25 582.00
049-193-014 1 613.25 582.00
049-193-015 1 613.25 582.00
049-193-016 1 613.25 582.00
049-193-017 1 613.25 582.00
049-193-018 1 613.25 582.00
049-193-019 1 613.25 582.00
Street and Storm Drain Maintenance District No. 01 (Apple Valley)Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment
049-193-020 1 613.25 582.00
049-193-021 1 613.25 582.00
049-193-022 1 613.25 582.00
049-193-023 1 613.25 582.00
049-193-024 1 613.25 582.00
049-193-025 1 613.25 582.00
049-193-026 1 613.25 582.00
049-193-027 1 613.25 582.00
049-193-028 1 613.25 582.00
049-193-029 1 613.25 582.00
049-193-030 1 613.25 582.00
049-193-031 1 613.25 582.00
049-193-032 1 613.25 582.00
049-193-033 1 613.25 582.00
049-193-034 1 613.25 582.00
049-193-035 1 613.25 582.00
049-193-036 1 613.25 582.00
049-193-037 1 613.25 582.00
049-193-038 1 613.25 582.00
049-193-039 1 613.25 582.00
049-193-040 1 613.25 582.00
049-193-041 1 613.25 582.00
049-193-042 1 613.25 582.00
049-193-043 1 613.25 582.00
049-193-044 1 613.25 582.00
049-193-045 1 613.25 582.00
049-193-046 1 613.25 582.00
049-193-047 1 613.25 582.00
049-193-048 1 613.25 582.00
049-193-049 0 - -
Totals 70 $ 42,927.50 $ 40,740.00
Street and Storm Drain Maintenance District No. 01 (Apple Valley)Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
ITEM NUMBER: A - 3
DATE: 05/08/12
Attachment 5
DRAFT RESOLUTION D
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, INITIATING PROCEEDINGS FOR
ANNUAL LEVY OF ASSESSMENTS FOR THE ATASCADERO
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 01
(APPLE VALLEY) FOR FISCAL YEAR 2012/2013 PURSUANT TO THE
PROVISIONS OF PART 2 OF DIVISION 15 OF THE CALIFORNIA
STREETS AND HIGHWAYS CODE.
The City Council of the City of Atascadero (hereafter referred to as "City Council") hereby finds,
determines,resolves and orders as follows:
WHEREAS, the City Council has, by previous Resolutions, formed the Atascadero
Landscaping and Lighting Maintenance District No. 01 (Apple Valley) (hereafter referred to as
"District") pursuant to the provisions of 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") that provides for levy and collection of assessments by the
County of San Luis Obispo for the City of Atascadero to pay the maintenance and services of
lighting facilities, landscaping, and appurtenant facilities and operations related thereto; and,
WHEREAS, the District and the associated assessments are in compliance with the
provisions of California Constitution Article XIIID; and,
WHEREAS, the City Council has retained NBS for the purpose of assisting with the
Annual Levy of the District and to prepare and file a report with the City Clerk in accordance
with the Act;
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. Engineer's Annual Levy Report: The City Council hereby orders NBS to
prepare the Engineer's Annual Levy Report concerning the levy of assessments for the District in
accordance with Chapter 3, Section 22622 of the Act.
SECTION 2. Proposed Improvements and Any Substantial Changes in Existing
Improvements: The improvements within the District include the ongoing operation,
administration, maintenance, servicing and incidental expenses related to the dedicated landscape
areas, public street lighting and appurtenant facilities authorized pursuant to the Act that were
installed as part of property development and associated with the District. Said improvements may
include, but are not limited to the materials, equipment, utilities, labor, appurtenant facilities and
expenses necessary for the ongoing maintenance and operation of public street lighting as well as
landscaped parkways, medians, slopes, trails, park areas, drainage basins, open space areas and
other designated easements or right-of-ways constructed and installed as part of the development
plans and agreements approved for the development of each lot and parcel within the District. The
ITEM NUMBER: A - 3
DATE: 05/08/12
Attachment 5
Engineer's Annual Levy Report describes any new improvements or substantial changes in existing
improvements.
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 6
DRAFT RESOLUTION E
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, FOR PRELIMINARY APPROVAL OF
THE ENGINEER'S ANNUAL LEVY REPORT FOR THE ATASCADERO
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 01
(APPLE VALLEY) FOR FISCAL YEAR 2012/2013.
The City Council of the City of Atascadero (hereafter referred to as "City Council") does resolve
as follows:
WHEREAS, the City Council has, by previous Resolutions, ordered the preparation of
an Engineer's Annual Levy Report (hereafter referred to as the "Report") for the district known
and designated as the Atascadero Landscaping and Lighting Maintenance District No. 01 (Apple
Valley) (hereafter referred to as the "District")pursuant to the provisions of the Landscaping and
Lighting Act of 1972, Part 2 of Division of the Streets and Highways Code of California,
beginning with Section 22500 (hereafter referred to as the "Act"); and,
WHEREAS, the District and the associated assessments are in compliance with the
provisions of California Constitution Article XIIID; and,
WHEREAS, the City Council has now been presented with the Report as required by
Chapter 1, Article 4, Section 22566 of said Act; and,
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented and is preliminarily satisfied with the Report, each of the budget items and documents
as set forth therein and is satisfied on a preliminary basis that the proposed assessments have
been spread in accordance with the benefits received from the improvements, operation,
maintenance, and services to be performed within each benefit zone as set forth in said 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. That the presented Report consists of the following:
a. A Description of the Improvements
b. The Annual Budget(Costs and Expenses of Services, Operation, and Maintenance)
c. The Method of Apportionment that details the method of calculating each parcel's
proportional special benefits and annual assessment.
d. The District Roll containing the proposed assessment for each parcel within the
District for Fiscal Year 2012/2013.
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 6
SECTION 3. The Report is hereby approved on a preliminary basis and ordered to be
filed in the Office of the City Clerk as a permanent record and to remain open to public
inspection.
SECTION 4. That the City Clerk shall certify to the passage and adoption of this
Resolution, and the minutes of this meeting shall so reflect the presentation of the 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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 7
DRAFT RESOLUTION F
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, DECLARING ITS INTENTION TO LEVY
AND COLLECT ASSESSMENTS FOR THE ATASCADERO
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 01
(APPLE VALLEY) FOR FISCAL YEAR 2012/2013.
The City Council of the City of Atascadero (hereafter referred to as "City Council") does resolve as
follows:
WHEREAS, The City Council has by previous Resolution initiated proceedings for fiscal
year 2012/2013 regarding the levy and collection of assessments for the Atascadero Landscaping
and Lighting District No. 01 (Apple Valley) (hereafter referred to as the "District"). Pursuant to the
provisions of the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the California
Streets and Highways Code (commencing with section 22500) (hereafter referred to as the "Act"),
assessments for the District shall be levied and collected by the County of San Luis Obispo for the
City of Atascadero to pay the maintenance and services of the improvements and facilities related
thereto; and,
WHEREAS, the proposed District assessments for fiscal year 2012/2013 are less than or
equal to the maximum assessments previously approved in accordance with the requirements of the
California Constitution,Article XIIID; and,
WHEREAS, there has now been presented to this City Council an Engineer's Annual
Levy Report (hereafter referred to as the "Engineer's Report"), and said Engineer's Report has
been filed with the City Clerk in accordance with the Act; and,
WHEREAS, the City Council has examined and reviewed the Engineer's Report as
presented and is satisfied with the Report, each of the budget items and documents as set forth
therein and is satisfied that the proposed assessments contained therein, have been spread in
accordance with the benefits received from the improvements, operation, maintenance and
services to be performed within the District, as set forth in said Report.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero, pursuant to Chapter 3, Section 22624 of the Act, as follows:
SECTION 1. The above recitals are true and correct.
SECTION 2. The City Council hereby declares its intention to seek the annual levy and
collection of assessments within the District pursuant to the Act, over and including the lands, lots
and parcels within the District boundary. The City Council further declares its intention to levy and
collect assessments on such land to pay the annual costs and expenses of the improvements and
services described in Section 4 of this Resolution, for fiscal year 2012/2013.
SECTION 3. The boundaries of the District are described in the Engineer's Report and are
consistent with the boundary established and described in the original formation documents, on file
with the City Clerk, and incorporated herein by reference. The District is within the boundaries of
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 7
the City of Atascadero, within the County of San Luis Obispo, State of California and includes the
territory known as Apple Valley and referred to as the "Atascadero Landscaping and Lighting
District No. F.
SECTION 4. The improvements within the District include the ongoing maintenance,
operation and servicing of local landscaping and street lighting improvements established or
installed in connection with development of properties within the District. These improvements
generally include, but are not limited to the materials, equipment, utilities, labor, appurtenant
facilities and expenses necessary for the ongoing maintenance and operation of public street lighting
as well as landscaped parkways, medians, slopes, trails, park areas, drainage basins, open space
areas and other designated easements or right-of-ways constructed and installed as part of the
development plans and agreements approved for the development of each lot and parcel within the
District.
SECTION 5. The proposed assessments for fiscal year 2012/2013, as outlined in the
Engineer's Report, do not exceed the maximum assessment approved by the property owners
through a property owner balloting proceeding conducted in 2005. As such, the proposed
assessments do not constitute an increased assessment and do not require additional property owner
approval in accordance with the requirements of the California Constitution, Article XIIID.
SECTION 6. The City Council hereby declares its intention to conduct a Public Hearing
concerning the District and the levy of assessments in accordance with Chapter 3, Section 22626 of
the Act.
SECTION 7. Notice is hereby given that a Public Hearing on these matters will be held by
the City Council on Tuesday, June 12, 2012, at 6:00 p.m., at the City Council Chambers, 6907 El
Camino Real, Atascadero, California or as soon thereafter as feasible.
SECTION 8. The City Council hereby authorizes and directs the City Clerk to give notice
of the time and place of the Public Hearing to all property owners within the District pursuant to
Sections 22626, 22552 and 22553 of the Act and 6061 of the Government Code. The City Clerk
shall give notice to all property owners by: causing notice of the public hearing to be published in
the local newspaper one time at least 10 days prior to the Public Hearing; and,posting a copy of this
resolution on the official bulletin board(s)customarily used for posting such notices.
ITEM NUMBER: A- 3
DATE: 05/08/12
Attachment 7
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
helping communities
fund tomorrow
City of Atascadero
Annual Engineer's Report
Landscaping and Lighting District No. 01
(Apple Valley)
Fiscal Year 2012/13
Main Office
32605 Temecula Parkway, Suite 100
Temecula, CA 92592
Toll free: 800.676.7516 Fax: 951.296.1998
Regional Office
870 Market Street, Suite 1223
San Francisco, CA 94102
Toll free: 800.434.8349 Fax: 415.391.8439
CITY OF ATASCADERO
Landscaping & Lighting District No. 01
(Apple Valley)
6907 EI Camino Real
Atascadero, CA 93422
Phone — (805) 461-5000
Fax — (805) 461-7612
CITY COUNCIL
Bob Kelley, Mayor
Tom O'Malley, Mayor Pro Tem
Brian Sturtevant, Council Member
Jerry Clay, Sr., Council Member
Roberta Fonzi, Council Member
AGENCY STAFF
Wade G. McKinney, City Manager
James R. Lewis, Assistant City Manager
Rachelle Rickard, Administrative Services Director
Jeri Rangel, Assistant Administrative Services Director
NBS
Danielle Wood, Client Services Director
Adina Vazquez, Senior Consultant
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 ...... 3-1
C. DESCRIPTION OF IMPROVEMENTS AND SERVICES.............................. 3-2
4. ESTIMATE OF COSTS 4-1
5. METHOD OF ASSESSMENT 5-1
A. GENERAL.................................................................................................... 5-1
B. BENEFIT ANALYSIS.................................................................................... 5-1
C. ASSESSMENT METHODOLOGY................................................................ 5-2
D. ASSESSMENT RANGE FORMULA............................................................. 5-6
6. ASSESSMENT DIAGRAM 6-1
7. ASSESSMENT ROLL 7-1
Landscaping & Lighting District No. 01 (Apple Valley) Engineer's Report—City of Atascadero Table of Contents
Prepared by NBS—Fiscal Year 2012/13
1. ENGINEER'S LETTER
WHEREAS, on March 24, 2005 by Resolution No. 2005-045, the City Council of the City of
Atascadero (the "City"), State of California, in accordance with and pursuant to the Landscape and
Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing
with Section 22500 (the "1972 Act") established the City of Atascadero Landscaping and Lighting
District No. 01 (Apple Valley) (the "District"); and
WHEREAS, on May 8, 2012, the City Council, under the 1972 Act, adopted its Resolution Initiating
Proceedings for the Annual Levy of Assessments and Ordering the Preparation of an Engineer's
Report for the District; and
WHEREAS, the Resolution Initiating Proceedings directed NBS to prepare and file a report describing
the general nature, location, and extent of the improvements to be maintained; an estimate of the
costs of the maintenance, operations, and servicing of the improvements for the District for the
referenced fiscal year; a diagram for the District, showing the area and properties to be assessed; and
an assessment of the estimated costs of the administration, maintenance, operations, and servicing
the improvements, assessing the net amount upon all assessable lots and/or parcels within the
District in proportion to the special benefit received.
NOW THEREFORE, the assessments as detailed in this Engineer's Report and as summarized in the
table below are made to cover the portion of the estimated costs of maintenance, operation and
servicing of the improvements to be paid by the assessable real property within the District in
proportion to the special benefit received. The following table summarizes the proposed assessment
for Fiscal Year 2012/13:
FY 2012/13 Budget Summary
Total Proposed
Total Costs Not Proposed Benefit Maximum Rate
Description Costs Assessed Assessment Units Rate Per BU
Annual Maintenance $74,710 $12,378 $62,332
Administration 6,830 0 6,830
Levy Adjustments 32,540 12,378 20,162
Total 1 $49,000 $0 $49,000 70 $1,340.15 $700.00
I, the undersigned, respectfully submit the enclosed Engineer's Report and, to the best of my
knowledge, information, and belief, the Engineer's Report, Assessments, and the Assessment
Diagram herein have been prepared, computed, and levied in accordance with the assessment
methodology adopted, approved, and ordered by the City Council of the City of Atascadero and the
1972 Act.
NBS
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 1-1
Prepared by NBS—Fiscal Year 2012/13
2. EXECUTIVE SUMMARY
Pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Part 2 of Division 15 of
the California Streets and Highways Code, commencing with Section 22500 (hereafter referred to as
the "1972 Act"), and in compliance with the substantive and procedural requirements of the California
State Constitution Article XIIID (hereafter referred to as "Article XIIID"), the City Council of the City of
Atascadero, County of San Luis Obispo, State of California (hereafter referred to as "City"), executed
the proceedings required for the establishment of the special benefit assessment district designated
as:
Landscaping and Lighting District No. 01 (Apple Valley)
(hereafter referred to as the "District"), which includes the lots and parcels of land within the residential
subdivision known as Apple Valley, Tract 2495 within the City limits of the City. This Engineer's Report
(hereafter referred to as the "Report") has been prepared in connection with the levy and collection of
annual assessments related thereto for fiscal year 2012/2013, as required pursuant to Chapter 1,
Article 4 of the 1972 Act.
The City Council formed the District, and provided for the levy and collection of annual assessments
on the County tax rolls to provide ongoing funding for the costs and expenses required to service and
maintain the landscaping and lighting improvements associated with and resulting from the
development of properties within the District. The improvements to be provided by the District and the
assessments described herein are made pursuant to the 1972 Act and the substantive and procedural
provisions of Article XIIID.
This Report describes the District, the improvements, and the proposed assessments to be levied
against properties in connection with the special benefits the properties will receive from the
maintenance and servicing of the District improvements. The annual assessments will provide a
funding source for the continued operation and maintenance of public landscaping and lighting
improvements installed in connection with the development of properties within the District.
The improvements and assessments described in this Report are based on the planned development
of properties within the District and represent an estimate of the direct expenditures, incidental
expenses, and fund balances that will be necessary to maintain and service the improvements. The
boundaries of the District, the proposed improvements, the method of apportionment, and
assessments described herein are based on current development plans and specifications for Tract
2495; and by reference these plans and specifications are made part of this Report.
The word "parcel," for the purposes of this Report, refers to an individual property assigned its own
Assessor's Parcel Number (APN) by the San Luis Obispo County Assessor's Office. The San Luis
Obispo County Auditor/Controller uses Assessor's Parcel Numbers and specific Fund Numbers to
identify properties to be assessed on the tax roll for the special benefit assessments.
As part of the District formation, the City of Atascadero conducted a Property Owner Protest Ballot
proceeding for the proposed levy of a new assessment pursuant to the provisions of the California
Constitution, Article XIIID Section 4. In conjunction with this ballot proceeding, the City Council
conducted a noticed public hearing on May 24, 2005 to consider public testimonies, comments and
written protests regarding the formation of the District and levy of assessments. Upon conclusion of
the public hearing, property owner protest ballots received were opened and tabulated to determine
whether majority protest existed (ballots were weighted based on assessment amounts), and by
resolution the City Council confirmed the results of the ballot tabulation. Tabulation of the ballots
indicated that majority protest did not exist for the proposed assessments and the assessment range
formula presented and described herein, the City Council approved the Report (as submitted or
amended), ordered the formation of the District, and approved the levy and collection of assessments.
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 2-1
Prepared by NBS—Fiscal Year 2012/13
The assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo County
Auditor/Controller for inclusion on the property tax roll for each parcel.
Each subsequent fiscal year, an Engineer's Report shall be prepared and presented to the City
Council describing the District any changes to the District or improvements and the proposed budget
and assessments for that fiscal year and the City Council shall hold a noticed public hearing regarding
these matters prior to approving and ordering the proposed levy of assessments. If the proposed
assessments for the District exceed the maximum assessment described herein (as approved by the
property owners), the new or increased assessment must be confirmed through another property
owner protest ballot proceeding before such an assessment may be imposed. It should be noted that
an increased assessment to an individual property resulting from changes in development or land use
does not constitute an increased assessment.
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 2-2
Prepared by NBS—Fiscal Year 2012/13
3. PLA NS A ND SPECIFI CA TIONS
A. DESCRIPTION OF THE DISTRICT
The territory within the District consists of the lots, parcels and subdivisions of land within the
proposed residential subdivision known as the Apple Valley, Tract 2495, which encompasses an area
of land totaling approximately twenty-eight acres (28.35 acres).
This residential subdivision includes seventy (70) single-family residential homes. The subdivision is
situated in the northern portion of the City of Atascadero just southwest of Highway 101 and is
generally located:
• South of Del Rio Road;
• North of Conejo Road;
• West of Ramona Road; and,
• East of Graves Creek
B. IMPROVEMENTS AND SERVICES AUTHORIZED BY THE 1972 ACT
As generally defined by the 1972 Act and applicable to this District, the improvements and associated
assessments may include one or more of the following:
1) The installation or planting of landscaping;
2) The installation or construction of statuary, fountains, and other ornamental structures and
facilities;
3) The installation or construction of public lighting facilities including, but not limited to street
lights and traffic signals;
4) The installation or construction of any facilities which are appurtenant to any of the
foregoing or which are necessary or convenient for the maintenance or servicing thereof;
5) The installation of park or recreational improvements, including, but not limited to, all of the
following:
a) Land preparation, such as grading, leveling, cutting and filling, sod, landscaping,
irrigation systems, sidewalks, and drainage.
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
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 3-1
Prepared by NBS—Fiscal Year 2012/13
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 local
landscaping and street lighting improvements established or installed in connection with
development of properties within the District. The improvements may consist of all or a portion of
the public landscaped areas, street lighting and appurtenant facilities within and adjacent to the District
(Tract 2495). These improvements generally include, but are not limited to the materials, equipment,
utilities, labor, appurtenant facilities and expenses necessary for the ongoing maintenance and
operation of public street lighting as well as landscaped parkways, medians, slopes, trails, park areas,
drainage basins, open space areas and other designated easements or right-of-ways constructed and
installed as part of the development plans and agreements approved for the development of each lot
and parcel within the District. The improvements to be maintained and funded entirely or partially
through the District assessments are generally described as:
• Streetscape landscaping including street trees located on the perimeter of the development and
interior streets of Tract 2495 that are within the public right-of-ways or easements and dedicated
to the City for maintenance;
• Open space areas and fuel modification areas within or adjacent to the District boundaries;
• Park areas, recreational equipment, trails and landscaped drainage facilities developed and
constructed as part of developing properties within Tract 2495;
• Public lighting facilities including street lighting, safety lighting and ornamental lighting installed
as part of the residential development or landscaped improvement areas;
• Appurtenant facilities, equipment, materials and utilities related to the aforementioned
improvements;
• Specifically not included as District improvements are those improvements located on private
property, improvements and facilities that may be provided or maintained by an agency other
than the City; improvements and facilities that may be provide by another assessment or tax
levied by the City or any improvement provided and maintained by a Homeowner's Association
or similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to be
maintained by the District are on file in the Office of Public Works and by reference are made part
of this Report. Those portions of the District improvements that may be identified as general
benefit or will be funded in whole or in part by other revenue sources as part of the approved
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 3-2
Prepared by NBS—Fiscal Year 2012/13
development agreements, will not be included as part of the District assessments. The net annual cost
to provide and maintain the improvements determined to be of special benefit shall be allocated to
each property in proportion to the special benefits received.
Landscape Improvements
The landscape improvements for the District may include, but are not limited to turf, ground cover,
shrubs and plants, trees, irrigation and drainage systems, ornamental lighting, masonry walls or other
fencing, hardscape improvements, monuments, and associated appurtenant facilities located within the
landscape easements or public right-of-ways. Specifically the landscape improvement areas for this
District are identified as:
• Approximately 30,580 square feet of streetscape (parkway) landscaping within the public right-
of-ways located on the perimeter of the development (south side of Del Rio Road); and along
various locations of the interior streets including Via Colonia Court, San Ramon Road, Via
Huerto Court, Avenida Manzana, and San Ramon Road.
• Approximately 108 street trees located along Del Rio Road, Via Colonia Court, San Ramon
Road, Via Huerto Court, Avenida Manzana, San Ramon Road and Conejo Road;
• Approximately 12,541 square feet of landscaping and trees within the median islands on San
Ramon Road located at the two entryways to the development (Del Rio Road and Conejo
Road);
• Approximately 106,460 square feet of non-irrigated open space area within the District;
• Approximately 109,837 square feet of irrigated park and open space areas within the
boundaries of the District including 56,647 square feet of turf; 40,335 square feet of irrigated
open space; and 12,855 square feet of landscaped slopes within two drainage basins (6,690
and 6,165 square feet respectively); along with various trees and picnic areas;
• Approximately 10,320 square feet of paths and trails, 25,394 square feet sidewalks and
5,145 linear feet of fencing within and adjacent to the various landscape improvement
areas.
Public Lighting Improvements
The lighting improvements may include but are not limited to the cost of providing electrical energy and
servicing of lighting fixtures, poles, meters, conduits, electrical cable and associated appurtenant
facilities associated with:
• Lighting facilities located within the landscaped areas including safety lights, security lights or
ornamental lights installed as part of the District improvements.
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 3-3
Prepared by NBS—Fiscal Year 2012/13
4. ESTIMATE OF COSTS
Costs Not Fiscal Year
BUDGET Total Budget Assessed 2012/2013
DIRECT COSTS
Annual Maintenance
Landscape Services $45,340 $7,150 $38,190
Landscape Supplies 2,000 - 2,000
Landscape Utilities 11,780 3,903 7,877
City Landscape Services 15,590 1,325 14,265
Total Annual Direct Costs $74,710 $12,378 $62,332
ADMINISTRATION EXEPNSES
Annual Administration Expenses
City Annual Administration $1,600 $- $1,600
Engineer's Report&Services 4,590 - 4,590
County Administration Fee 140 - 140
Public Noticing 500 - 500
Total Annual Administration Costs $6,830 $- $6,830
TOTAL DIRECT&ADMINISTRATION COSTS $81,540 $12,378 $69,162
CAPITAL RESERVE COLLECTIONS/(USES)
Landscape Rehabilitation/Replacement $2,649 $- $2,649
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 8,000 - 8,000
Total Annual Capital Reserve Collections/(Uses) $(1,160) $- $(1,160)
LEVY ADJUSTMENTS
Interest Income-Improvement Fund $(293) $- $(293)
Interest Income-Operating Reserve Fund 1,351 689 662
Improvement Fund Collection (Use) (8,000) - (8,000)
Operating Reserve Fund Collection Use 21,736 11,689 10,047
Total Levy Adjustments $(31,380) $(12,378) $(19,002)
BALANCE TO LEVY $49,000 $- $49,000
DISTRICT STATISTICS
Total Parcels 74
Parcels Levied 70
Total EBU 70
Levy per EBU $700.00
Maximum Levy per EBU $1,340.15
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $39,221 $41,295
Operational Reserve Interest 689 725
Operational Reserve Collection Use 12,378 19,002
Estimated Ending Operating Reserve Balance $27,532 $23,018
Beginning Improvement Fund Balance $12,900
Improvement Fund Interest 226
Improvement Fund Collection (Use) (1,160)
Estimated Ending Improvement Fund Balance $11,966
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report-City of Atascadero 4-1
Prepared by NBS-Fiscal Year 2012/13
5. METHOD OF ASSESSMENT
A. GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of
providing certain public improvements, which include the construction, maintenance, and servicing of
public lights, landscaping and appurtenant facilities. The 1972 Act further requires that the cost of
these improvements be levied according to benefit rather than assessed value:
"The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by each
such lot or parcel from the improvements."
The method of apportionment described in this Report for allocation of special benefit assessments
utilizes commonly accepted engineering practices and have been established pursuant to the 1972 Act
and the provisions of Article XIIID. The formulas used for calculating assessments reflects the
composition of parcels within the District and the improvements and services provided, to fairly
apportion the costs based on the special benefits to each parcel.
B. BENEFIT ANALYSIS
Each of the proposed improvements, the associated costs and assessments have been carefully
reviewed, identified and allocated based on special benefit pursuant to the provisions of the 1972 Act
and Article XIIID. The improvements provided by this District and for which properties will be assessed
have been identified as necessary, required and/or desired for the orderly development of the
properties within the District to their full potential, consistent with the development plans and applicable
portions of the City General Plan. As such, these improvements would be necessary and required of
individual property owners for the development of such properties and the ongoing operation, servicing
and maintenance of these improvements would be the financial obligation of those properties.
Therefore, the improvements and the annual costs of ensuring the maintenance and operation of the
improvements are a distinct and special benefit to the properties within the District. Any improvement
or portion thereof that is considered to be of general benefit shall be funded by other revenue sources
and not included as part of the special benefit assessments allocated to properties within the District.
Special Benefit
The method of apportionment (method of assessment) established herein is based on the premise that
each assessed parcel within the District receives special benefits from the improvements and the
desirability and security of those properties is enhanced by the presence of public lighting and well-
maintained landscaping in close proximity to those properties.
The special benefits associated with landscape improvements are specifically:
• Enhanced desirability of properties through association with the improvements.
• Improved aesthetic appeal of properties providing a positive representation of the area and
properties.
• Enhanced adaptation of the urban environment within the natural environment from adequate
green space and landscaping.
• Environmental enhancement through improved erosion resistance, dust and debris control,
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 5-1
Prepared by NBS—Fiscal Year 2012/13
and fire prevention.
• Increased sense of pride in ownership of property within the District resulting from well-
maintained improvements associated with the properties.
• Enhanced quality of life through well-maintained green space and landscaped areas.
• Reduced criminal activity and property-related crimes (especially vandalism) against properties
in the District through well-maintained surroundings and amenities including abatement of
graffiti.
• Enhanced environmental quality of the parcels by moderating temperatures, providing
oxygenation and attenuating noise.
The special benefits of street lighting and other public lighting facilities are the convenience, safety, and
security of property, improvements, and goods. Specifically:
• Enhanced deterrence of crime and the aid to police protection.
• Increased nighttime safety on roads, streets and public areas.
• Improved ability of pedestrians and motorists to see.
• Improved ingress and egress to property.
• Reduced vandalism and other criminal act and damage to improvements or property.
• Improved traffic circulation and reduced nighttime accidents and personal property loss.
The preceding special benefits contribute to the esthetic value and desirability of each of the assessed
parcels within the District and thereby provide a special enhancement of the properties. Furthermore, it
has been determined that the lack of funding to properly service and maintain the District
improvements would have a negative impact on the properties within the District.
General Benefit
In reviewing each of the District improvements, the proximity of those improvements to both properties
within the District and those outside the District as well as the reasons for installing and constructing
such improvements, it is evident that the improvements are solely the result of developing
properties within the District and the ongoing maintenance and operation of these improvements will
directly effect the properties within the District. Although the improvements include public areas,
easements, right-of-ways and other amenities available or visible to the public at large, the construction
and installation of these improvements were only necessary for the development of properties within
the District and were not required nor necessarily desired by any properties or developments outside
the District boundary and any public access or use of the improvements by others is incidental.
Therefore, it has been determined that the improvements and the ongoing maintenance, servicing
and operation of those improvements provide no measurable general benefit to properties outside the
District or to the public at large, but clearly provide distinct and special benefits to properties within the
District.
C. ASSESSMENT METHODOLOGY
The method of apportionment for the District calculates the receipt of special benefit from the
respective improvements based on the actual or proposed land use of the parcels within the District.
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 5-2
Prepared by NBS—Fiscal Year 2012/13
The special benefit received by each lot or parcel is equated to the overall land use of parcels within
the District based on the parcel's actual land use or proposed development.
The costs associated with the improvements shall be fairly distributed among the parcels based upon
the special benefit received by each parcel. Additionally, in compliance with the Article XIIID Section 4,
each parcel's assessment may not exceed the reasonable cost of the proportional special benefit
conferred to that parcel. The benefit formula used to determine the assessment obligation is therefore
based upon both the improvements that benefit the parcels within the District as well as the proposed
land use of each property as compared to other parcels that benefit from those specific improvements.
To identify and determine the special benefit to be received by each parcel and their proportionate
share of the improvement costs it is necessary to consider the entire scope of the planned
improvements as well as individual property development within the District. Upon review of the
proposed improvements it has been determined that each of the residential parcels within the District
receives special benefits from the improvements to be funded by annual assessments and based on
the planned property development a single zone of benefit is appropriate for the allocation of the
assessments and proportional benefit.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property's proportional special benefits to
the special benefits of the other properties within the District. The method of apportionment established
for most districts formed under the 1972 Act utilizes a weighted method of apportionment known as an
Equivalent Benefit Unit methodology that uses the single-family home site as the basic unit of
assessment. A single-family home site equals one Equivalent Benefit Unit (EBU) and the other land
uses are converted to a weighted EBU based on an assessment formula that equates the property's
specific development status, type of development (land use), and size of the property, as compared to
a single-family home site.
Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly used
and applied to districts that have a wide range of land use classifications (residential and non-
residential use), this District is comprised of only residential properties and the following
apportionment analysis of special benefit addresses only residential land uses. Not all land use
types described in the following are necessarily applicable to the development of properties within this
District, but are presented for comparison purposes to support the proportional special benefit applied
to those land use types within the District.
Single-family Residential — This land use is defined as a fully subdivided residential home site
with or without a structure. This land use is assessed 1.00 EBU per lot or parcel. This is the
base value that the other properties are compared and weighted against regarding special benefit.
Multi-family Residential — This land use is defined as a fully subdivided residential parcel that has
more than one residential unit developed on the property. (This land use typically includes
apartments, duplexes, triplex etc., but does not generally include condominiums, town-homes or
mobile home parks). Based on average population densities and size of the structure as compared
to a typical single-family residential unit, multi-family residential parcels shall be proportionately
assessed for the parcel's total number of residential units utilizing a sliding benefit scale. Although
multi-family properties typically receive similar benefits to that of a single-family residential, it would
not be reasonable to conclude that on a per unit basis, the benefits are equal. Studies have
consistently shown that the average multi-family unit impacts infrastructure approximately 75% as
much as a single-family residence (Sample Sources: Institute of Transportation Engineers
Informational Report Trip Generation, Fifth Edition; Metcalf and Eddy, Wastewater Engineering
Treatment, Disposal, Reuse, Third Edition). These various studies indicate that most public
improvements and infrastructure are utilized and impacted at reduced levels by multi-family
residential units and a similar reduction in proportional benefit is appropriate. Furthermore, it is also
reasonable to conclude that as the density (number of units) increases the proportional benefit per
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report–City of Atascadero 5-3
Prepared by NBS–Fiscal Year 2012/13
unit tends to decline because the unit size and people per unit usually decreases. Based on these
considerations and the improvements provided by this District, an appropriate allocation of special
benefit for multi-family residential properties as compared to a single- family residential is best
represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units;
0.50 EBU per unit for units 51 through 100; and 0.25 EBU per unit for remaining units.
Condominium/Town-home Units — Condominiums and town-homes tend to share attributes of
both single-family residential and multi-family residential properties and for this reason are identified
as a separate land use classification. Like most single-family residential properties, these properties
are not usually considered rental property and generally, the County assigns each unit a separate
APN or assessment number. However, condominiums and town-homes often have similarities to
multi-family residential properties in that they are generally zoned medium to high density and in
some cases may involve multiple units on a single APN. In consideration of these factors it has been
determined that an appropriate allocation of special benefit for condominiums, town-homes and
similar residential properties is best represented by an assignment of 0.75 EBU per unit regardless
of whether each unit is assigned an individual APN or there are multiple units assigned to an APN.
(There is no adjustment for parcels with more than five units).
Planned-Residential Development— This land use is defined as any property for which a tentative
or final tract map has been filed and approved (a specific number of residential lots and units has
been identified) and the property is expected to be subdivided within the fiscal year or is part of the
overall improvement and development plan for the District. This land use classification often times
involves more than a single parcel (e.g. the approved tract map encompasses more than a single
APN). Each parcel that is part of the approved tract map shall be assessed proportionately for the
proposed or estimated residential type and units to be developed on that parcel as part of the
approved tract map. Accordingly, each parcel is assigned an appropriate number of benefit units that
reflects the development of that property at build-out. (The EBU assigned to each parcel shall
represent the combination of single-family, condominium, multi-family units to be developed).
Vacant Residential — This land use is defined as property currently zoned for residential
development, but a tentative or final tract map for the property has not yet been approved. Based
upon the opinions of professional appraisers who appraise market property values for real estate
in California, the land value portion of a property typically ranges from 20 to 30 percent of the total
value of a developed residential property (the average is about 25 percent). Although the assessed
value of an individual property is not a direct reflection of the property's special benefit, this general
correlation between land value and structure value does provide a reasonable basis for apportioning
special benefit for vacant residential properties. Utilizing this twenty-five percent (25%) apportionment
and the number of single-family residential units typically developed per acre of land (an average of
4 residential units per acre) an Equivalent Benefit Unit of 1.00 EBU per acre (4 units per acre x
25%) is derived and presents an appropriate apportionment of special benefit for vacant residential
properties. Recognizing that the full and timely utilization of vacant property is reduced as the size of
the property increases, it has been determined that the maximum EBU assigned to a vacant
residential parcel shall not exceed 25.00 EBU (parcels in excess of 25 acres are assigned 25.00
EBU). Parcels less than one acre, shall be assigned a minimum of 1.00 EBU (similar to a vacant lot
within a residential tract).
Exempt Parcels — This land use identifies properties that are not assessed and are assigned 0.00
EBU. This land use classification may include but is not limited to:
• Lots or parcels identified as public streets and other roadways (typically not assigned an
APN by the County);
• Dedicated public easements including open space areas, utility rights-of- way, greenbelts,
parkways, parks or other publicly owned properties that are part of the District improvements or
may provide other benefits to private properties within the District;
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report–City of Atascadero 5-4
Prepared by NBS–Fiscal Year 2012/13
• Private properties that cannot be developed independently from an adjacent property, such as
common areas, sliver parcels or bifurcated lots or properties with very restrictive development
use;
These types of parcels are considered to receive little or no benefit from the improvements and are
therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to
confirm the parcels' current development status. Government owned properties or public properties
are not necessarily exempt properties and shall be subject to special benefit assessment unless it
qualifies for an exempt status.
Special Cases — In many districts where multiple land use classifications are involved, there are
usually one or more properties for which the standard land use classifications do not accurately
identify the special benefits received from the improvements. For example, a parcel may be
identified as a Vacant Residential property, however only a small percentage of the parcel's total
acreage can actually be developed. In this case, an appropriate calculation would be based on the
net acreage that can be utilized rather than the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unit
calculations previously outlined.
Equivalent
Property Type Benefit Units Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
0.75 Per Unit for the First 50 Units
Multi-family Residential 0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Condominium/Townhome Units 0.75 Per Unit
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
Planned Residential Development 0.75 Per Unit for the First 50 Units
0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Vacant Residential Land 1.00 Per Acre
Exempt Parcels 0.00 Per Parcel
The following formula is used to calculate each parcel's EBU (proportional benefit).
Parcel Type EBU x Acres or Units = Parcel EBU
The total number of Equivalent Benefit Units (EBU's) is the sum of the individual EBU's applied to
parcels that receive special benefit from the improvements. An assessment amount per EBU
(Assessment Rate) for the improvements is established by taking the total cost of the improvements
and dividing that amount by the total number of EBU's of the parcels benefiting from the improvements.
This Rate is then applied back to each parcel's individual EBU to determine the parcel's proportionate
benefit and assessment obligation for the improvements.
Total Balance to Levy/Total EBU = Levy per EBU
Levy per EBU x Parcel EBU = Parcel Levy Amount
Landscaping & Lighting District No. 01 (Apple Valley) Engineer's Report–City of Atascadero 5-5
Prepared by NBS—Fiscal Year 2012/13
D. ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to
the passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in
the Brown Act defined a "new or increased assessment" to exclude certain conditions. These
conditions included "any assessment that does not exceed an assessment formula or range of
assessments previously adopted by the agency or approved by the voters in the area where the
assessment is imposed." This definition and conditions were later confirmed through Senate Bill 919
(Proposition 218 implementing legislation).
The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and
inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures,
which could add to the District costs and assessments. As part of the District formation, the notice and
assessment ballots presented to the property owners for approval included a maximum assessment
amount for fiscal year 2005/2006 (initial maximum assessment), identification of the corresponding
maximum assessment rate and a summary of the Assessment Range Formula described herein.
The Assessment Range Formula for this District shall be applied to future assessments and is
generally defined:
• If the proposed annual assessment (levy per EBU) for the upcoming fiscal year is less than or
equal to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not
considered an increased assessment.
• The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established
for fiscal year 2005/2006 adjusted annually by the greater of, three percent (3%) or the
annual percentage change in the Consumer Price Index (CPI) of"All Urban Consumers" for the
San Francisco-Oakland-San Jose Area from February to February. The Maximum Assessment
rate was increased by 3.0%for fiscal year 2012/2013.
Beginning with the second fiscal year (fiscal year 2006/2007) and each fiscal year thereafter, the
Maximum Assessment Rate is recalculated and a new Maximum Assessment Rate is established for
the fiscal year utilizing the Assessment Range Formula described above. The Maximum Assessment
Rate shall be calculated independent of the District's annual budget and proposed assessment. The
annual percentage change in CPI shall be based on available data provided by the U.S. Department of
Labor; Bureau of Labor Statistics at the time the annual Report is prepared. Should the Bureau of
Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the
revised index or comparable system as approved by the City Council for determining fluctuations in
the cost of living.
Any proposed annual assessment (rate per EBU) less than or equal to the calculated (adjusted)
Maximum Assessment Rate is not considered an increased assessment, even if the proposed
assessment is significantly greater than the assessment applied in the prior fiscal year. Likewise,
modifications to the method of apportionment that increase the proportional special benefit assigned
to a particular land use classification would be considered an increased assessment. Conversely,
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 not
considered an increased assessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided by
the preceding Assessment Range Formula, the City must comply with the provisions of Article XIIID
Section 4c, that requires a public hearing and certain protest procedures including mailed notice of the
public hearing and property owner protest balloting. Property owners through the balloting process
must approve a proposed new or increased assessment before such an assessment may be imposed.
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 5-6
Prepared by NBS—Fiscal Year 2012/13
6. ASSESSMENT DIA GRA M
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 of
the City of Atascadero.
The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San
Luis Obispo County Assessor's information and identifies the original parcels of land within the
proposed District. The combination of this map and the Assessment Roll contained in this Report
constitute the District Assessment Diagram. The maximum assessment rate, assessment range
formula and the proposed assessment amount for each of the existing parcels within the District as
described herein, was presented to the property owners of record and approved in accordance with the
provisions of the California Constitution.
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 6-1
Prepared by NBS—Fiscal Year 2012/13
ASSESSMENT DIAGRAM FOR
LANDSCAPE AND LIGHTING DISTRICT NO. 1 (APPLE VALLEY)
CITY OF ATASCADERO, COUNTY OF SAN LUIS OBISPO, STATE OF CALIFORNIA
BOUNDARY IAP OF
LANDSCAPING AND LIGHTING DISTRICT NO. 01 (APPLE VALLEY)
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7. ASSESSMENT ROL L
Parcel identification for each lot or parcel within the District is based on the Assessment
Diagram presented herein and is based on available parcel maps and property data from the San Luis
Obispo County Assessor's Office at the time the Engineer's Report was prepared. A listing of the lots
and parcels to be assessed within this District along with the assessment amounts is provided herein.
Non-assessable lots or parcels may include, but are not limited to public streets and other roadways
(typically not assigned an APN by the County); dedicated public easements, open space areas, right-
of-ways, common areas; landlocked parcels, small parcels vacated by the County, bifurcated lots, and
any other property that can not be developed or has little or no value. These types of parcels are
considered to receive little or no benefit from the improvements and are therefore exempted from
assessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid
parcel number for the fiscal year, a corrected parcel number and/or new parcel numbers will be
identified and resubmitted to the County Auditor/Controller. The assessment amount to be levied and
collected for the resubmitted parcel or parcels shall be based on the method of apportionment and
assessment rate described in this Report as approved by the City Council. Therefore, if a single parcel
is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be
recalculated and applied according to the approved method of apportionment and assessment rate
rather than a proportionate share of the original assessment.
The following is a list of the parcels and assessment amounts for each of the parcels within the District
as determined by the assessment rates and method of apportionment described herein:
Landscaping & Lighting District No. 01 (Apple Valley)Engineer's Report—City of Atascadero 7-1
Prepared by NBS—Fiscal Year 2012/13
CITY OF ATASCADERO
Landscaping and Lighting District No. 01
(Apple Valley)
Fiscal Year 2012/2013 Assessment Roll
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment
049-191-039 0 $ - $ -
049-191-040 0 - -
049-191-041 0 - -
049-192-001 1 1,340.15 700.00
049-192-002 1 1,340.15 700.00
049-192-003 1 1,340.15 700.00
049-192-004 1 1,340.15 700.00
049-192-005 1 1,340.15 700.00
049-192-006 1 1,340.15 700.00
049-192-007 1 1,340.15 700.00
049-192-008 1 1,340.15 700.00
049-192-009 1 1,340.15 700.00
049-192-010 1 1,340.15 700.00
049-192-011 1 1,340.15 700.00
049-192-012 1 1,340.15 700.00
049-192-013 1 1,340.15 700.00
049-192-014 1 1,340.15 700.00
049-192-015 1 1,340.15 700.00
049-192-016 1 1,340.15 700.00
049-192-017 1 1,340.15 700.00
049-192-018 1 1,340.15 700.00
049-192-019 1 1,340.15 700.00
049-192-020 1 1,340.15 700.00
049-192-021 1 1,340.15 700.00
049-192-022 1 1,340.15 700.00
049-193-001 1 1,340.15 700.00
049-193-002 1 1,340.15 700.00
049-193-003 1 1,340.15 700.00
049-193-004 1 1,340.15 700.00
049-193-005 1 1,340.15 700.00
049-193-006 1 1,340.15 700.00
049-193-007 1 1,340.15 700.00
049-193-008 1 1,340.15 700.00
049-193-009 1 1,340.15 700.00
049-193-010 1 1,340.15 700.00
049-193-011 1 1,340.15 700.00
049-193-012 1 1,340.15 700.00
049-193-013 1 1,340.15 700.00
049-193-014 1 1,340.15 700.00
049-193-015 1 1,340.15 700.00
049-193-016 1 1,340.15 700.00
049-193-017 1 1,340.15 700.00
049-193-018 1 1,340.15 700.00
049-193-019 1 1,340.15 700.00
Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment
049-193-020 1 1,340.15 700.00
049-193-021 1 1,340.15 700.00
049-193-022 1 1,340.15 700.00
049-193-023 1 1,340.15 700.00
049-193-024 1 1,340.15 700.00
049-193-025 1 1,340.15 700.00
049-193-026 1 1,340.15 700.00
049-193-027 1 1,340.15 700.00
049-193-028 1 1,340.15 700.00
049-193-029 1 1,340.15 700.00
049-193-030 1 1,340.15 700.00
049-193-031 1 1,340.15 700.00
049-193-032 1 1,340.15 700.00
049-193-033 1 1,340.15 700.00
049-193-034 1 1,340.15 700.00
049-193-035 1 1,340.15 700.00
049-193-036 1 1,340.15 700.00
049-193-037 1 1,340.15 700.00
049-193-038 1 1,340.15 700.00
049-193-039 1 1,340.15 700.00
049-193-040 1 1,340.15 700.00
049-193-041 1 1,340.15 700.00
049-193-042 1 1,340.15 700.00
049-193-043 1 1,340.15 700.00
049-193-044 1 1,340.15 700.00
049-193-045 1 1,340.15 700.00
049-193-046 1 1,340.15 700.00
049-193-047 1 1,340.15 700.00
049-193-048 1 1,340.15 700.00
049-193-049 0 - -
Totals 70 $ 93,810.50 $ 49,000.00
Landscaping and Lighting District No. 01 (Apple Valley) Engineer's Report—City of Atascadero
Prepared by NBS—Fiscal Year 2012/13
ITEM NUMBER: A- 4
DATE: 05/08/12
r
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hr r r ''i978 r7
Atascadero City Council
Staff Report — Administrative Services Department
De Anza Estates Assessment Districts
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 2012/2013; 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 2012/2013, 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 2012/2013 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 2012/2013; 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 2012/2013.
REPORT-IN-BRIEF:
The City Council formed and began assessing Atascadero 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 Atascadero Landscape and Lighting
Maintenance District No. 03 (De Anza Estates) in 2005. This district was formed to
ITEM NUMBER: A- 4
DATE: 05/08/12
provide for funding and maintenance of street trees, open space, park area, medians,
walkways, paths and other landscape and lighting improvements within the De Anza
Estates subdivision.
NBS, an independent financial consultant, was hired to prepare the engineer's report for
the two districts. The engineer's report and the levies must be approved by Council
annually. This is done in a two-step process. Tonight, there are three resolutions for
each district (a total of 6 resolutions in all) that must be adopted in order to continue the
assessments within the districts. The resolutions adopted tonight will also establish the
date and time for the public hearing. The public hearing is tentatively scheduled for
June 12, 2012, at 6:00 p.m., at which time the final resolutions will be presented to the
Council for passage.
The proposed assessments for fiscal year 2012/2013 are less than the Maximum
Assessment Rate. In accordance with the formula voters of the district adopted in 2005,
the City may increase the Maximum Assessment Rate for inflation by the greater of the
Consumer Price Index (CPI) or 3.0%. The Maximum Assessment Rate was increased
by 3.0% this year for both districts. The 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 23% of the allowable maximum
annual assessments for the Landscaping and Lighting District, and about 95% for the
Street and Storm Drain District.
Amount Per EBU Amount Per EBU
District Maximum Assessment Proposed Assessment
Fiscal Year 2012-2013 Fiscal Year 2012-2013
Atascadero Street and Storm Drain Maintenance District No.
03 De Anza Estates- Senior Housing $ 608.92 $ 359.00
Atascadero Street and Storm Drain Maintenance District No.
03 De Anza Estates- Single Family Residential $ 752.82 $ 713.00
Atascadero Landscaping and Lighting District No. 03 De
Anza Estates $ 1,079.46 $ 250.00
FISCAL IMPACT:
Annual assessments for 2012/2013 will total $40,091 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 $1,500 for the fiscal year 2012/2013 for half of the maintenance costs of the
trails and open space.
ITEM NUMBER: A- 4
DATE: 05/08/12
ATTACHMENTS:
1. 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 2012/2013
2. 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)
3. 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 2012/2013, and to appoint a time and place
for the public hearing on these matters
4. Engineer's Annual Levy Report- for the levy and collection of fiscal year
2012/2013 assessments for Atascadero Street and Storm Drain Maintenance
District No. 03 (De Anza Estates)
5. 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 2012/2013 pursuant to the provisions of Part 2 of Division
15 of the California Streets and Highways Code
6. Draft Resolution E - preliminary approval of the Annual Engineer's Levy Report
for Atascadero Landscaping and Lighting Maintenance District No. 03 (De Anza
Estates) for fiscal year 2012/2013
7. 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 2012/2013
8. Engineer's Report- for the levy and collection of fiscal year 2012/2013
assessments for Landscaping and Lighting District No. 03 (De Anza Estates)
ITEM NUMBER: A-4
DATE: 05/08/12
Attachment 1
DRAFT RESOLUTION A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, 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 2012/2013.
The City Council of the City of Atascadero (hereafter referred to as "City Council")hereby finds,
determines,resolves and orders as follows:
WHEREAS,the City Council 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 "1982 Act") formed an assessment district to be designated as Atascadero
Street and Storm Drain Maintenance District No. 03 (De Anza Estates) (hereafter referred to as
the "District"), for the purpose of funding the ongoing operation, maintenance and servicing of
public streets, sidewalks, storm drain and flood control facilities installed in conjunction with the
development of properties known as De Anza Estates Tract 2498; and to levy and collect annual
assessments related thereto. The 1982 Act provides for the formation of such an assessment
district pursuant to Article 3 Section 54710, and provides for the levy and collection of
assessments by the County on behalf of the City pursuant to Article 4 Section 54718; and,
WHEREAS, the City Council has retained NBS as the Engineer of Work, for the purpose
of assisting with the administration of the District, the establishment of annual assessments, and to
prepare and file an Engineer's Report with the City Clerk in accordance with the 1982 Act; and in
accordance with the requirements of the California Constitution, Articles-UHC and MIID;
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. The City Council hereby orders the Engineer to prepare and file an
Engineer's Annual Levy Report concerning the levy of assessments for properties within the
District as specified by Article 4 Section 54716 of the 1982 Act.
SECTION 2. The District improvements include the ongoing operation, administration,
maintenance and servicing of the public streets, drainage and flood control systems and appurtenant
facilities authorized pursuant to the 1982 Act that were installed as part of property development
and associated with the District. Said improvements may include, but are not limited to pavement,
curbs, sidewalks, hardscape, bridges, fencing, signage, drains, pipes, inlets, outlets, catch basins,
drainage basins, manholes, and associated appurtenant facilities located within the public street
ITEM NUMBER: A-4
DATE: 05/08/12
Attachment 1
right-of-ways and other public easements within the District, and dedicated to the City of
Atascadero for such maintenance.
SECTION 3. The territory within Atascadero Street and Storm Drain Maintenance District
No. 03 (De Anza Estates) consists of lots, parcels and subdivisions of land located in the
development known as De Anza Estates Tract 2498.
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 2
DRAFT RESOLUTION B
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, ACCEPTING AND PRELIMINARILY
APPROVING THE ENGINEER'S ANNUAL LEVY REPORT REGARDING
THE ATASCADERO STREET AND STORM DRAIN MAINTENANCE
DISTRICT NO. 03 (DE ANZA ESTATES).
The City Council of the City of Atascadero (hereafter referred to as "City Council")hereby finds,
determines,resolves and orders as follows:
WHEREAS, the City Council has, by previous Resolution, ordered the preparation of an
Engineer's Annual Levy Report (hereafter referred to as the "Report") regarding the assessment
district to be designated as the Atascadero Street and Storm Drain Maintenance District No. 03
(De Anza Estates) (hereafter referred to as the "District"), and the levy and collection of
assessments related thereto, 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 "1982 Act"); and,
WHEREAS, there has now been presented to this City Council the Report as specified
by Article 4 Section 54716 of said 1982 Act; and,
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented, and is preliminarily satisfied with the District and the budget items and documents as
set forth therein, and is satisfied that the proposed assessments have been spread in accordance
with the special benefits received from the improvements, operation, administration,
maintenance and services to be performed within the District, as set forth in said Report.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. The preceding recitals are true and correct.
SECTION 2. That the Report as presented, consists of the following:
a. A Description of Improvements.
b. A Boundary Diagram of the District.
c. The Method of Apportionment that details the method of calculating each
parcel's proportional special benefits and annual assessment.
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 2
d. The proposed Budget (Costs and Expenses) and the duration and collection of
assessments.
e. The District Roll containing the Levy for each Assessor Parcel Number within
the District for fiscal year 2012/2013.
SECTION 3. The Report is hereby approved on a preliminary basis, and 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 Maximum Assessment described in the Report is hereby approved on
a preliminary basis.
SECTION 5. The City Clerk shall certify to the passage and adoption of this Resolution,
and the minutes of this meeting shall so reflect the presentation of the 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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 3
DRAFT RESOLUTION C
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, DECLARING ITS INTENTION TO LEVY
AND COLLECT ANNUAL ASSESSMENTS WITHIN ATASCADERO
STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 03 (DE
ANZA ESTATES) IN FISCAL YEAR 2012/2013, AND TO APPOINT A
TIME AND PLACE FOR THE PUBLIC HEARING ON THESE MATTERS.
The City Council of the City of Atascadero(hereafter referred to as "City Council")hereby finds,
determines,resolves and orders as follows:
WHEREAS,the City Council 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 "1982 Act") did by previous Resolution approve the levy and collection of
annual assessments to pay for the operation, maintenance and servicing of public streets, drainage
and flood control systems and appurtenant facilities related thereto for the assessment district
designated as Atascadero Street and Storm Drain Maintenance District No. 03 (De Anza Estates)
(hereafter referred to as the "District"); and,
WHEREAS, the Engineer selected by the City Council has prepared and filed with the
City Clerk a Report in connection with the proposed District, and the levy of assessments for
Fiscal Year 2012/2013 (July 1, 2012 and ending June 30, 2013) in accordance with Chapter 1,
Article 4 of the 1982 Act and in accordance with the requirements of the California Constitution,
Articles MIX and XHID, and the City Council did by previous Resolution preliminarily approve
such Report.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. The City Council hereby declares its intention to seek the annual levy of the
District pursuant to the 1982 Act, over and including the land within the District boundary, and to
levy and collect special benefit assessments on parcels of land within the District to pay for the costs
and expenses associated with the operation, maintenance, repair and servicing of public streets,
drainage and flood control systems and appurtenant facilities related thereto.
SECTION 2. The District improvements include the ongoing operation, administration,
maintenance and servicing of the public streets, drainage and flood control systems and appurtenant
facilities authorized pursuant to the 1982 Act that were installed as part of property development
and associated with the District. Said improvements may include, but are not limited to pavement,
curbs, sidewalks, hardscape, bridges, fencing, signage, drains, pipes, inlets, outlets, catch basins,
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 3
drainage basins, manholes, and associated appurtenant facilities located within the public street
right-of-ways and other public easements within the District, and dedicated to the City of
Atascadero for such maintenance. The Engineer's Report, as ordered by previous Resolution,
provides a full and complete description of the improvements within the District.
SECTION 3. The proposed territory within Atascadero Street and Storm Drain
Maintenance District No. 03 (De Anza Estates) consists of lots, parcels and subdivisions of land
located in the development known as De Anza Estates Tract 2498.
SECTION 4. The proposed assessments for the District are outlined in the Engineer's
Report. The Report details the proposed assessments necessary to provide for the annual operation,
administration, services and maintenance of the improvements described in Section 2 of this
Resolution.
SECTION 5. Notice is hereby given that a Public Hearing on these matters will be held
by the City Council on Tuesday, June 12, 2012 at 6:00 p.m. or as soon thereafter as feasible in
the regular meeting chambers of the City Council located at 6907 El Camino Real, Atascadero,
California, in accordance with Government Code, Section 53753 and California Constitution,
Article XIIID, Section 4(e). The City shall give notice of the time and place of the Public Hearing
by posting a copy of this resolution on the official bulletin board customarily used by the Council
for the posting of notices and by publishing this resolution in a local newspaper pursuant to
Government Code Section 6066 as outlined in the 1982 Act. At the Public Hearing, interested
persons shall be permitted to present written and/or oral testimony.
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 3
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
helping communities
fund tomorrow
City of Atascadero
Annual Engineer's Report
Street and Storm Drain Maintenance
District No. 03 (De Anza Estates)
Fiscal Year 2012/13
Main Office
32605 Temecula Parkway, Suite 100
Temecula, CA 92592
Toll free: 800.676.7516 Fax: 951.296.1998
Regional Office
870 Market Street, Suite 1223
San Francisco, CA 94102
Toll free: 800.434.8349 Fax: 415.391.8439
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No. 03
(De Anza Estates)
6907 EI Camino Real
Atascadero, CA 93422
Phone — (805) 461-5000
Fax — (805) 461-7612
CITY COUNCIL
Bob Kelley, Mayor
Tom O'Malley, Mayor Pro Tem
Brian Sturtevant, Council Member
Jerry Clay, Sr., Council Member
Roberta Fonzi, Council Member
AGENCY STAFF
Wade G. McKinney, City Manager
James R. Lewis, Assistant City Manager
Rachelle Rickard, Administrative Services Director
Jeri Rangel, Assistant Administrative Services Director
NBS
Danielle Wood, Client Services Director
Adina Vazquez, Senior Consultant
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...............................................3-1
C. DESCRIPTION OF IMPROVEMENTS AND SERVICES ..............................3-1
4. ESTIMATE OF COSTS 4-1
5. METHOD OF ASSESSMENT 5-1
A. GENERAL ....................................................................................................5-1
B. BENEFIT ANALYSIS....................................................................................5-1
C. ASSESSMENT METHODOLOGY................................................................5-2
D. ASSESSMENT RANGE FORMULA.............................................................5-5
6. ASSESSMENT DIAGRAM 6-1
7. ASSESSMENT ROLL 7-1
Street&Storm Drain District No. 03 (De Anza) Engineer's Report—City of Atascadero Table of Contents
Prepared by NBS—Fiscal Year 2012/13
1. ENGINEER'S LETTER
WHEREAS, on August 9, 2005 by Resolution No. 2005-071, the City Council of the City of Atascadero
(the "City"), State of California, in accordance with and pursuant to the provisions of the Benefit
Assessment Act of 1982, being Chapter 6.4 of the California Government Code, commencing with Section
54703 (hereafter referred to as the "1982 Act"), and in compliance with the substantive and procedural
requirements of the California State Constitution Article XIIID (hereafter referred to as the "California
Constitution"), established the City of Atascadero Street and Storm Drain Maintenance District No. 03 (De
Anza Estates) (the "District"); and
WHEREAS, on May 8, 2012, the City Council, under the 1982 Act, adopted its Resolution Initiating
Proceedings for the Annual Levy of Assessments and Ordering the Preparation of an Engineer's Report
for the District; and
WHEREAS, the Resolution Initiating Proceedings directed NBS to prepare and file a report describing the
general nature, location, and extent of the improvements to be maintained; an estimate of the costs of the
maintenance, operations, and servicing of the improvements for the District for the referenced fiscal year;
a diagram for the District, showing the area and properties to be assessed; and an assessment of the
estimated costs of the administration, maintenance, operations, and servicing the improvements,
assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the
special benefit received.
NOW THEREFORE, the assessments as detailed in this Engineer's Report and as summarized in the
table below are made to cover the portion of the estimated costs of maintenance, operation and servicing
of the improvements to be paid by the assessable real property within the District in proportion to the
special benefit received. The following table summarizes the proposed assessment for Fiscal Year
2012/13:
FY 2012/13 Summary of Assessment
Description Amount
Estimated Annual Costs $6,742
Capital Reserve Collection/ Uses 26,577
Levy Adjustments 6,772
Balance to Levy $40,091
Fiscal Year 2012/13 Maximum Rate—Zone A $608.92
Fiscal Year 2012/13 Proposed Applied Rate—Zone A $574.78
Fiscal Year 2012/13 Maximum Rate—Zone B $752.82
Fiscal Year 2012/13 Proposed Applied Rate—Zone B $712.92
Rates above are per Equivalent Benefit Unit.
I, the undersigned, respectfully submit the enclosed Engineer's Report and, to the best of my knowledge,
information, and belief, the Engineer's Report, Assessments, and the Assessment Diagram herein have
been prepared, computed, and levied in accordance with the assessment methodology adopted,
approved, and ordered by the City Council of the City of Atascadero and the 1982 Act.
NBS
Street&Storm Drain District No03(De Anza)Engineer's Report—City of Atascadero 1-1
Prepared by NBS—Fiscal Year 2012/13
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 in
compliance with the substantive and procedural requirements of the California State Constitution Article
XIIID (hereafter referred to as the "California Constitution"), the City Council of the City of Atascadero,
County of San Luis Obispo, State of California (hereafter referred to as "City"), proposed to form and
levy special benefit assessments for the district designated as:
Street and Storm Drain Maintenance District No. 03 (De Anza Estates)
(hereafter referred to as the "District"), which includes the lots and parcels of land within the residential
subdivision known as De Anza Estates, Tract 2498 within the City limits of the City. This Engineer's Report
(hereafter referred to as the "Report") has been prepared in connection with the levy and collection of
annual assessments related thereto for fiscal year 2012/2013.
The City Council formed the District, and provided for the levy and collection of annual assessments on
the County tax rolls to provide ongoing funding for the costs and expenses required to service and
maintain the street and storm drain improvements and facilities associated with and resulting from the
development of properties within the District. The improvements to be provided by the District and the
assessments described herein are made pursuant to the 1982 Act and the substantive and procedural
provisions of the California Constitution.
This Report describes the District, the improvements, and the proposed assessments to be levied against
properties in connection with the special benefits the properties will receive from the maintenance and
servicing of the District improvements and facilities. The annual assessments described herein will provide
a funding source for the continued operation and maintenance of streets, storm drain system and
appurtenant facilities installed in connection with the development of properties within the District.
The improvements and assessments described in this Report are based on the development of properties
within the District and represent an estimate of the direct expenditures, incidental expenses, and fund
balances that will be necessary to maintain and service the streets and storm drain system that provides
special benefits to properties within the District. The structure of the District (organization), the
improvements, the method of apportionment, and assessments described herein are based on current
development plans and specifications for Tract 2498; and by reference these plans and specifications are
made part of this Report.
The word "parcel," for the purposes of this Report, refers to an individual property assigned its own
Assessor's Parcel Number(APN) by the San Luis Obispo County Assessor's Office. The San Luis Obispo
County Auditor/Controller uses Assessor's Parcel Numbers and specific Fund Numbers to identify
properties to be assessed on the tax roll for the special benefit assessments.
As part of this District's formation, the City conducted a Property Owner Protest Ballot proceeding for the
proposed levy of a new assessment pursuant to the provisions of the California Constitution, Article XIIID
Section 4. In conjunction with this ballot proceeding, the City Council conducted a noticed public hearing to
consider public testimonies, comments and written protests regarding the formation of the District and levy
of assessments. Upon conclusion of the public hearing, property owner protest ballots received were
opened and tabulated to determine whether majority protest existed (ballots were weighted based on
assessment amounts), and by resolution the City Council confirmed the results of the ballot
tabulation. The tabulation of the ballots indicated that majority protest did not exist for the proposed
assessments and the assessment range formula presented and described herein; therefore, the City
Council approved the Report (as submitted or amended), ordered the formation of the District, and
approved the levy and collection of assessments. The assessments for fiscal year 2005/2006 were
Street&Storm Drain District No. 03(De Anza) Engineer's Report—City of Atascadero 2-1
Prepared by NBS—Fiscal Year 2012/13
submitted to the San Luis Obispo County Auditor/Controller for inclusion on the property tax roll for each
parcel.
Each subsequent fiscal year, a Report shall be prepared and presented to the City Council describing any
changes to the improvements, proposed services, the annual budget or assessments for that fiscal year
and the City Council may hold a noticed public hearing regarding these matters prior to approving and
ordering the proposed levy of assessments. If the proposed assessments for the District exceed the
maximum assessment described herein (as approved by the property owners), the new or increased
assessment must be confirmed through another property owner protest ballot proceeding before such an
assessment may be imposed. It should be noted that an increased assessment to an individual property
resulting from changes in development or land use does not constitute an increased assessment.
Street&Storm Drain District No. 03(De Anza) Engineer's Report—City of Atascadero 2-2
Prepared by NBS—Fiscal Year 2012/13
3. PLA NS A ND SPECIFI CA TIONS
A. BENEFITING PROPERTIES WITHIN THE DISTRICT
The territory within the District consists of the lots, parcels and subdivisions of land within the proposed
residential subdivision known as the De Anza Estates, Tract 2498, which encompasses an area of land
totaling approximately seventy-six acres (75.76 acres).
This subdivision includes twenty-six (26) Single-Family Residential Units and sixty (60) Modified
Housing/Senior Housing Units. The subdivision is situated in the northern portion of the City of Atascadero
northeast of Highway 101 and is generally located:
• At the North end of EI 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 may
impose a benefit assessment to finance the maintenance and operation costs of the following services:
1) Drainage and Flood Control;
2) Streets and Roads.
In addition to imposing a benefit assessment for the annual maintenance and operation of the District
improvements, the City may also authorize an assessment or utilize existing assessment revenues to finance
the installation, construction or replacement of drainage and flood control facilities as well as the street and
road improvements (with some limitations). While such activities are permitted under the 1982 Act, the budget
and assessments for this District only provide for normal maintenance and operation of the improvements.
Since most major rehabilitation/construction projects result from unforeseen damages, the extent and cost of
such projects are not easily predicted and to accumulate funds as part of the normal annual assessments
would not be reasonable. If such funding becomes necessary, the City may present a new or increased
assessment to the property owners to support the projects.
C. DESCRIPTION OF IMPROVEMENTS AND SERVICES
The purpose of this District is to fund the activities necessary to maintain and service the local streets and the
drainage and flood control systems constructed and installed in connection with development of properties
within the residential subdivision known as (De Anza Estates), Tract 2498 pursuant to approved development
plans and agreements. The improvements may consist of all or a portion of the public streets, drainage and
flood control facilities associated with Tract 2498 and the maintenance of these improvements may include but
are not limited to the materials, equipment, labor, and incidental expenses deemed necessary to keep these
improvements in satisfactory condition. The maintenance of the improvements and related activities shall be
funded entirely or partially through the District assessments. The District improvements and services are
generally described as:
• Street maintenance that may include but is not limited to the repair and servicing of street
surfaces, curbs, gutters, bridges, driveway approaches, sidewalks, barricades, delineation, signage
or other facilities within the public street right-of-ways installed in connection with the development
of properties in Tract 2498 and that have been dedicated to the City;
Street&Storm Drain District No. 03(De Anza) Engineer's Report—City of Atascadero 3-1
Prepared by NBS—Fiscal Year 2012/13
• Storm drain and flood control maintenance that may include but is not limited to inspection,
repair and servicing of drainage basins, inlets, catch basins, manholes, outlets, drywells, pumps,
filters and storm drain pipes installed in connection with the development of properties of Tract 2498
as well as any off-site improvements and facilities directly associated with the aforementioned
infrastructure that is deemed necessary to service or protect the properties including waste water
treatment;
• The appurtenant, equipment, materials and service contracts related to the aforementioned
improvements and facilities;
• Specifically excluded are those improvements or facilities: located on private property or common
areas; that may be provided or maintained by an agency other than the City; that may be provided
by another assessment or tax levied by the City; or that may be provided and maintained by a
Homeowner's Association or similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by
the District are on file in the Office of Public Works and by reference are made part of this Report. Those
portions of the District improvements that may be identified as general benefit or will be funded in whole or in
part by other revenue sources as part of the approved development agreements, will not be included as part
of the District assessments. The net annual cost to provide and maintain the improvements determined to be
of special benefit shall be allocated to each property in proportion to the special benefits received.
Street Maintenance
The street maintenance program may include, but is not limited to: the repair of potholes, cracks or other
failures in the asphalt surface; repair or replacement of curbs, gutters, driveway approaches and sidewalks as
required as part of maintaining the streets; repair or installation of street signs, barricades, fencing or other
delineation; mechanized sweeping and cleaning of the streets and gutters; slurry sealing, overlays and re-
striping of the street surfaces. The specific activities and timing of various street and road maintenance
services shall be determined by the Citys Public Works Department as necessary to extend the life of the
streets or to improve traffic circulation and safety as available funding permits. Specifically the street
improvements for this District are identified as:
• Approximately 66,000 square feet of asphalt street surface located on the interior streets of the
development identified as EI Camino Real north of the Upper Bridge Crossing; Ferrocarril Road
from the Graves Creek Bridge northeast to the end of Tract 2498; and De Anza Court.
• Approximately 5,700 linear feet of curb and gutter along EI Camino Real, Ferrocarril Road, and De
Anza Court, 26 driveway approaches and various street signs within the District;
• Two bridges identified as the Upper Bridge Crossing (located on EI Camino Real at the entryway to
the tract) and the Graves Creek Bridge (located on Ferrocarril Road located at the entryway to the
senior housing development);
• Specifically not included as part of the street maintenance program are the costs associated with
major replacements or reconstruction. Although the District assessments will provide funding for
regular maintenance and servicing of the improvements that will extend the useful life of the street
improvements, the assessments are not intended to fund major replacements or reconstruction of
the street surfaces or adjacent improvements such as curbs, gutters or driveway approaches. The
costs of extensive replacement or reconstruction activities such as grinding and resurfacing of the
asphalt; and replacement of curbs, gutters driveway approaches and sidewalks is significantly more
than the amount that can reasonably be collected annually under the provisions of the 1982 Act.
When such repairs or activities are deemed necessary, the City will consider various financing
options including new or increased assessments for property owner approval. Also not included as
part of the street maintenance program are the street improvements within the senior housing
development (street improvements southwest of the Graves Creek Bridge). The street
Street&Storm Drain District No. 03(De Anza) Engineer's Report—City of Atascadero 3-2
Prepared by NBS—Fiscal Year 2012/13
improvements and facilities within the senior housing development shall be maintained and funded
through a Homeowner's Association or similar entity.
The Public Works Department shall authorize the operational activities and maintenance of the public street
and right-of-way improvements, facilities and services that may include, but are not limited to:
• Regular street sweeping services necessary to control dirt and debris on street surfaces and
gutters;
• Annual inspection of street surface and repair of potholes and surface cracks as needed;
• Periodic slurry or overly of street surfaces and driveway approaches (typically one or the other once
every five years);
• Periodic re-striping of traffic lanes, bike lanes, street parking areas, crosswalks and intersections
(typically in conjunction with slurry or overly activities);
• Graffiti abatement of public improvements within the street right-of-ways that are maintained by
the District including but not limited to sandblasting, repainting and repair of fences, walls,
barricades, sidewalks and signage as needed;
• Annual inspection and periodic repair or replacement of decorative street- pavers as needed;
• Annual inspection and minor repairs of curbs, gutters, driveway approaches and sidewalks
including partial segment replacements as needed to ensure pedestrian and vehicle safety or
the integrity of the street;
• Annual inspection and periodic repair or rehabilitation of street signs and traffic control devices;
• Annual inspection and repair of barricades, street-fencing, delineation or retaining walls within the
street right-of-ways as needed.
A portion of the services described above are not performed on an annual basis but rather on a periodic
basis, such as slurry sealing or overlaying the asphalt streets, and the funds necessary for these activities are
collected in installments as part of the annual assessments. The monies collected each year for these services
will be accumulated in a special fund of the District (Reserve Fund or Capital Improvement Fund). The
monies accumulated for these activities shall be spent when sufficient funds have been accumulated to
perform the services deemed necessary by the City (approximately every five years). This process of
accumulating funds (installments) shall continue until such time the District is dissolved; or the City determines
that such funding procedures require modification. Changes in the process of accumulating funds that would
result in an increase to the annual assessment rate must be presented to the property owners for approval
prior to imposing such an increase.
Storm Drain and Flood Control Maintenance
The storm drain and flood control system associated with the District may include but is not limited to:
drainage basins and bio-filters; 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 (within
the District boundaries) but may also include off-site improvements such as water treatment equipment,
facilities or services mandated or required by Federal, State or County regulations for water pollution control.
The annual assessments for this District are intended to support a storm drain and flood control
maintenance program that will adequately regulate and control storm water runoff resulting from the
development of properties within the District. This maintenance program may include but is not limited to:
inspection and documentation of the system; cleaning, servicing or repair of the facilities and equipment; and
the partial replacement or rehabilitation of equipment and facilities. The storm drain and flood control system
Street&Storm Drain District No. 03(De Anza) Engineer's Report—City of Atascadero 3-3
Prepared by NBS—Fiscal Year 2012/13
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 the
storm drain and storm water pollution treatment infrastructure, facilities and services that may include, but are
not limited to:
• Cleaning of storm drain inlets, catch basins, manholes and pipes as needed;
• Stencil maintenance and documentation of facilities as required by Federal, State or County
regulations;
• Cleaning and landscape maintenance of the drainage basins, bio-filter areas or channel ways
as needed;
• Debris removal and pest control in and around the storm drain facilities as needed;
• Minor repairs and maintenance of the storm drain inlets, catch basins and outlets as needed;
• Street sweeping services necessary to control debris and water flow for the storm drain system;
and,
• The operational costs related to NPDES compliance requirements.
A portion of the services described above are not performed on an annual basis but rather on a periodic basis
such as minor repairs to the storm drain inlets, catch basins and outlets, and the funds necessary for these
activities are collected in installments as part of the annual assessments. The monies collected each year for
these services will be accumulated in a special fund of the District (Reserve Fund or Capital Improvement
Fund). The monies accumulated for these activities shall be spent as needed to perform the services deemed
necessary by the City. This process of accumulating funds (installments) shall continue until such time the
District is dissolved; or the City determines that such funding procedures require modification. Changes in the
process of accumulating funds that would result in an increase to the annual assessment rate must be
presented to the property owners for approval prior to imposing such an increase.
Street&Storm Drain District No. 03(De Anza) Engineer's Report—City of Atascadero 3-4
Prepared by NBS—Fiscal Year 2012/13
4. ESTIMATE OF COSTS
FY 2012/2013
Zone A Zone B Total
BUDGET (Senior Housing) I (SF-Residential) I Assessed
DIRECT COSTS
Street, Roads&Storm Drain Improvements
Drainage Maintenance Services
Street Sweeping Services $390 $610 $1,000
Inspection&Operational Services-Roads, Drainage 242 378 620
Inspection &Operational Services-Bridges 403 107 510
Total Annual Direct Costs $1,035 $1,095 $2,130
ADMINISTRATION EXEPNSES
City Annual Administration $225 $225 $450
Engineer's Report&Services 1,821 1,749 3,570
County Administration Fee 120 52 172
Public Noticing 210 210 420
Total Annual Administration Costs $2,376 $2,236 $4,612
TOTAL DIRECT&ADMINISTRATION COSTS $3,411 $3,331 $6,742
CAPITAL RESERVE COLLECTIONS/(USES)
Collection for Street Surface Activities $5,622.45 $8,274.55 $13,897.00
Collection for Street Re-striping 32 42 74
Collection for Repair Activities: Curbs, Gutters,Approaches&Sidewalks 64 186 250
Collection for Debris Removal - 265 265
Collection for Bridges 9,564 2,432 11,996
Collection for Storm Drain Infrastructure - 95 95
Total Annual Capital Reserve Collections/(Uses) $15,282 $11,295 $26,577
LEVY ADJUSTMENTS
Interest Income- Improvement Fund $(1,253.60) $(704.40) $(1,958.00)
Interest Income-Operating Reserve Fund 435 677 1,112
Improvement Fund (Use) - - -
Operating Reserve Fund Collection Use 4,576 5,266 9,842
Total Levy Adjustments $2,888 $3,884 $6,772
BALANCE TO LEVY $21,580 $18,511 $40,091
DISTRICT STATISTICS
Total Parcels 61 28
Parcels Levied 60 26
Total EBU 37.5 26
Levy per EBU $574.78 $712.92
Maximum Levy per EBU $608.92 $752.82
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $27,488.68 $42,994.32 $70,483.00
Operational Reserve Interest 1,200 1,870 3,070
Operational Reserve Collection Use 2,978 3,966 6,944
Ending Operating Reserve Balance $31,667 $48,830 $80,497
Beginning Improvement Fund Balance $66,524.70 $48,668.30 $115,193.00
Improvement Fund Interest - -
Improvement Fund Collection Use 15,281 11,296 26,577
Ending Improvement Fund Balance $81,806 $59,964 $141,770
Street&Storm Drain District No. 03(De Anza) Engineer's Report-City of Atascadero 4-1
Prepared by NBS-Fiscal Year 2012/13
5. METHOD OF ASSESSMENT
A. GENERAL
The 1982 Act permits the establishment of assessment districts by agencies for the purpose of providing for
the maintenance, operation and servicing of drainage and flood control improvements as well as streets,
roads and appurtenant facilities. The 1982 Act further requires that the cost of these improvements be levied
according to benefit rather than assessed value:
"The amount of the assessment imposed on any parcel of property shall be related to
the benefit to the parcel which will be derived from the provision of the service".
Furthermore:
"The annual aggregate amount of the assessment shall not exceed the estimated annual
cost of providing the service, except that the legislative body may, by resolution, determine
that the estimated cost of work authorized ... is greater than can be conveniently raised
from a single annual assessment and order that the estimated cost shall be raised by an
assessment levied and collected in installments.... The revenue derived from the
assessment shall not be used to pay the cost of any service other than the service for which
the assessment was levied."
The method of apportionment described in this Report for allocation of special benefit assessments utilizes
commonly accepted engineering practices in compliance with the provisions of the 1982 Act and the California
Constitution. The formulas used for calculating assessments reflects the composition of parcels within the
District and the improvements and services provided, to fairly apportion the costs based on the special
benefits to each parcel.
B. BENEFIT ANALYSIS
Each of the proposed improvements and services, and the associated costs and assessments have been
carefully reviewed, identified and allocated based on special benefit pursuant to the provisions of the 1982 Act
and the California Constitution. The street and storm drain improvements associated with this District were
necessary and essential requirements for the orderly development of the properties within the District to their
full potential, consistent with the development plans and applicable portions of the City General Plan. As such
the ongoing operation, servicing and maintenance of those improvements would otherwise be the direct
financial obligation of each individual property owner. Since each parcel to be assessed within the District
could not have been developed in the absence of these improvements and facilities, each parcel has a
direct investment in the proper maintenance of the improvements that is over and above any general benefits
that may be conferred by such improvements and services.
The ongoing maintenance and servicing of the District improvements is an integral part of the appearance, use
and preservation of the properties within the District and such services to be funded by annual assessments
confer a particular and distinct special benefit to those parcels. The proper maintenance of streets and
appurtenant facilities allows individual parcels to be used to their fullest extent by ensuring the safe and
efficient movement of people and goods to and from the benefiting properties Likewise, the maintenance
and servicing of the storm drain system ensures proper water flow and control of excess water during periods
of rain, which is essential to preservation and protection of private property. Together the maintenance and
servicing of the streets and storm drain system contributes to a specific enhancement of each of the parcels
within the District and the absence of adequate maintenance and servicing of the District improvements could
eventually have a negative impact on properties within the District.
Street&Storm Drain District No. 03(De Anza) Engineer's Report—City of Atascadero 5-1
Prepared by NBS—Fiscal Year 2012/13
Although the improvements may include public streets and storm drain facilities that connect to similar facilities
outside the District boundaries, it is clear that the construction and installation of these improvements were
only necessary for the development of properties within the District. As such, these improvements were not
required nor necessarily desired by any properties or developments outside the District boundary and any
public access or use of the improvements by others is incidental. Therefore, it has been determined that the
ongoing maintenance, servicing and operation of the District improvements provide no measurable general
benefit to properties outside the District or to the public at large, but clearly provide distinct and special benefits
to properties within the District. Any improvement or portion thereof (particularly off-site storm drain facilities)
that may be considered general benefit shall be funded by other revenue sources and not included as part of
the special benefit assessments allocated to properties within this District. However, the costs associated
with installation or improvement of any off-site facilities that benefit the parcels within this District as well
as other properties (shared benefit) may be allocated to the parcels within the District based on their
proportional special benefit from such improvements.
C. ASSESSMENT METHODOLOGY
The costs associated with the improvements and services shall be fairly distributed among the parcels based
upon the special benefit received by each parcel. Additionally, in compliance with the California Constitution
Article XIIID Section 4, each parcel's assessment may not exceed the reasonable cost of the proportional
special benefit conferred to that parcel. The benefit formula used to determine the assessment obligation is
therefore based upon both the improvements that benefit the parcels within the District as well as the
proposed land use of each property as compared to other parcels that benefit from those specific
improvements.
The method of apportionment established for this District and described herein, reflects the proportional
special benefit each property receives from the improvements and services based on the actual or proposed
land use of that parcel as compared to other properties within the District based on similarities and differences
in parcel land use.
Zones of Benefit:
While it has been determined that the improvements to be maintained by the District are entirely a special
benefit to properties within the District (No measurable general benefit), upon review of the various
improvements, the location and need for such improvements and the proposed development of properties
within the District it has been determined that the improvements and services that will benefit the single-
family residential properties are not identical to the improvements and services that will benefit the senior
housing development, although they do share in the benefit of some of the improvements. Therefore, it
has been determined that two separate zones of benefit are required to appropriately allocate the costs of
maintaining the improvements and establish proportional special benefit assessments. The properties
associated with the senior housing development have been identified and designated as "Zone A", and the
single-family residential properties within Tract 2498 have been identified and designated as "Zone B"
based on the improvements associated with those properties.
Zone A(Senior Housing Portion of Tract 2498) — It has been determined that these properties benefit
and shall proportionately share in the costs associated with maintaining and servicing the Upper Bridge
Crossing, EI Camino Real and the western portion of Ferrocarril Road leading into these properties. It has
also been determined that the construction of the Graves Creek Bridge was only necessary for the
development of these properties and therefore the cost to service and maintain this facility shall be entirely
allocated to these properties. Conversely, the storm drain improvements that will be maintained by the City
within Tract 2498 have been constructed as part of developing the twenty-six single-family residential
properties and it has been determined that the senior housing properties do not receive direct and special
benefit from those particular improvements. While these properties will not be assessed for the storm
drain improvements, it should be noted that some storm drain facilities will be constructed as part of the
Street&Storm Drain District No. 03(De Anza) Engineer's Report–City of Atascadero 5-2
Prepared by NBS–Fiscal Year 2012/13
senior housing development; however these improvements are not included in this District and will be
provided and maintained by a Homeowner's Association or similar entity.
Zone B (Single-Family Residential Portion of Tract 2498) — Along with the properties in Zone A, the
single-family residential properties within Tract 2498 benefit and shall proportionately share in the costs
associated with maintaining and servicing the Upper Bridge Crossing and EI Camino Real. In addition, the
overall development of these particular properties required the construction and installation of the street
improvements on Ferrocarril Road and De Anza Court as well as the entire storm drain system to be maintained
by the District. Therefore the cost of maintaining and servicing these particular improvements shall be budgeted
and allocated proportionately to only those properties in Zone B. Conversely, the construction of the Graves
Creek Bridge was only necessary for the development of the senior housing and the properties within Zone B
will not share in the cost of maintaining this particular facility.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property's proportional special benefits to the
special benefits of the other properties within the District. The method of apportionment established for most
districts formed under the 1982 Act utilizes a weighted method of apportionment known as an Equivalent
Benefit Unit (EBU) methodology that uses the single-family home site as the basic unit of assessment. A
single-family home site equals one Equivalent Benefit Unit (EBU) and the other land uses are converted to a
weighted EBU based on an assessment formula that equates the property's specific development status, type
of development (land use), and size of the property, as compared to a single-family home site.
Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly used and
applied to districts that have a wide range of land use classifications (residential and non-residential use), this
District is comprised of only residential properties and the following apportionment analysis of special benefit
addresses only residential land uses. Not all land use types described in the following are necessarily
applicable to the development of properties within this District, but are presented for comparison purposes to
support the proportional special benefit applied to those land use types within the District.
EBU Application by Land Use:
Single-family Residential —This land use is defined as a fully subdivided residential home site with or
without a structure. This land use is assessed 1.0 EBU per lot or parcel. This is the base value that the
other properties are compared and weighted against(i.e. Equivalent Benefit Unit"EBU").
Multi-family Residential —This land use is defined as a fully subdivided residential parcel that has more
than one residential unit developed on the property. (This land use typically includes apartments,
duplexes, triplex etc., but does not generally include condominiums, town-homes or mobilehome parks).
Based on average population densities and size of the structure as compared to a typical single-family
residential unit, multi-family residential parcels shall be proportionately assessed for the parcel's total
number of residential units utilizing a sliding benefit scale. Although multi-family properties typically receive
similar benefits to that of a single-family residential, it would not be reasonable to conclude that on a per
unit basis, the benefits are equal. Studies have consistently shown that the average multi-family unit
impacts infrastructure approximately 75% as much as a single-family residence (Sample Sources:
Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition; Metcalf and
Eddy, Wastewater Engineering Treatment, Disposal, Reuse, Third Edition). These various studies indicate
that most public improvements and infrastructure are utilized and impacted at reduced levels by multi-
family residential units and a similar reduction in proportional benefit is appropriate. Furthermore, it is also
reasonable to conclude that as the density(number of units) increases, the proportional benefit per unit
tends to decline because the unit size and people per unit usually decreases. Based on these
considerations and the improvements provided by this District, an appropriate allocation of special benefit
for multi-family residential properties as compared to a single- family residential property is best
represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units; 0.50
EBU per unit for units 51 through 100; and 0.25 EBU per unit for the remaining units.
Street&Storm Drain District No. 03(De Anza) Engineer's Report–City of Atascadero 5-3
Prepared by NBS–Fiscal Year 2012/13
Condominium/Town-home Units — Condominiums and town-homes tend to share attributes of both
single-family residential and multi-family residential properties and for this reason are identified as a
separate land use classification. Like most single-family residential properties, these properties are not
usually considered rental property and generally, the County assigns each unit a separate APN or
assessment number. However, condominiums and town-homes often have similarities to multi-family
residential properties in that they are generally zoned medium to high density and in some cases may
involve multiple units on a single APN. In consideration of these factors it has been determined that an
appropriate allocation of special benefit for condominiums, town-homes and similar residential properties
is best represented by an assignment of 0.75
EBU per unit regardless of whether each unit is assigned an individual APN or there are multiple units
assigned to an APN. (There is no adjustment for parcels with more than five units).
Planned-Residential Development — This land use is defined as any property for which a tentative or
final tract map has been filed and approved (a specific number of residential lots and units has been
identified) and the property is expected to be subdivided within the fiscal year or is part of the overall
improvement and development plan for the District. This land use classification often times involves more
than a single parcel (e.g. the approved tract map encompasses more than a single APN). Each parcel that
is part of the approved tract map shall be assessed proportionately for the proposed or estimated
residential type and units to be developed on that parcel as part of the approved tract map. Accordingly,
each parcel is assigned an appropriate number of benefit units that reflects the development of that
property at build-out. (The EBU assigned to each parcel shall represent the combination of single-family,
condominium, multi-family units to be developed).
Vacant Residential — This land use is defined as property currently zoned for residential development,
but a tentative or final tract map for the property has not yet been approved. Based upon the opinions of
professional appraisers who appraise market property values for real estate in California, the land
value portion of a property typically ranges from 20 to 30 percent of the total value of a developed
residential property (the average is about 25 percent). Although the assessed value of an individual
property is not a direct reflection of the property's special benefit, this general correlation between land
value and structure value does provide a reasonable basis for apportioning special benefit for vacant
residential properties. Utilizing this twenty-five percent (25%) apportionment and the number of single-
family residential units typically developed per acre of land (an average of 4 residential units per acre) an
Equivalent Benefit Unit of 1.0 EBU per acre (4 units per acre x 25%) is derived and presents an
appropriate apportionment of special benefit for vacant residential properties. Recognizing that the full
and timely utilization of vacant property is reduced as the size of the property increases, it has been
determined that the maximum EBU assigned to a vacant residential parcel shall not exceed 25.0 EBU
(parcels in excess of 25 acres are assigned 25.0 EBU). Parcels less than one acre, shall be assigned a
minimum of 1.0 EBU (similar to a vacant lot within a residential tract).
Exempt Parcels — This land use identifies properties that are not assessed and are assigned 0.0 EBU.
This land use classification may include but is not limited to:
• Lots or parcels identified as public streets and other roadways (typically not assigned an APN
by the County);
• Dedicated public easements including open space areas, utility rights-of- way, greenbelts,
parkways, parks or other publicly owned properties that are part of the District improvements or
may provide other benefits to private properties within the District.;
• Private properties that cannot be developed independently from an adjacent property, such as
common areas, sliver parcels or bifurcated lots or properties with very restrictive development
use;
These types of parcels are considered to receive little or no benefit from the improvements and are
therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to
confirm the parcels current development status. Government owned properties or public properties are not
necessarily exempt properties and shall be subject to special benefit assessment unless it qualifies for an
exempt status.
Street&Storm Drain District No. 03(De Anza) Engineer's Report–City of Atascadero 5-4
Prepared by NBS–Fiscal Year 2012/13
Special Cases — In many districts where multiple land use classifications are involved, there are usually
one or more properties for which the standard land use classifications do not accurately identify the
special benefits received from the improvements. For example, a parcel may be identified as a Vacant
Residential property, however only a small percentage of the parcel's total acreage can actually be
developed. In this case, an appropriate calculation would be based on the net acreage that can be utilized
rather than the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unit calculations
previously outlined.
Equivalent Benefit
Property Type Units Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
0.75 Per Unit for the First 50 Units
Multi-family Residential 0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Condominium/Townhome Units 0.75 Per Unit
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
Planned Residential Development 0.75 Per Unit for the First 50 Units
0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Vacant Residential Land 1.00 Per Acre
Exempt Parcels 0.00 Per Parcel
The following formula is used to calculate each parcel's EBU (proportional benefit).
Parcel Type EBU x Acres or Units = Parcel EBU
The total number of Equivalent Benefit Units (EBU's) is the sum of the individual EBU's applied to parcels that
receive special benefit from the improvements. An assessment amount per EBU (Assessment Rate) for the
improvements is established by taking the total cost of the improvements and dividing that amount by the total
number of EBU's of the parcels benefiting from the improvements. This Rate is then applied back to each
parcel's individual EBU to determine the parcel's proportionate benefit and assessment obligation for the
improvements.
Total Balance to Levy/Total EBU = Levy per EBU
Levy per EBU x Parcel EBU = Parcel Levy Amount
D. ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to the
passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in the Brown
Act defined a "new or increased assessment" to exclude certain conditions. These conditions included "any
assessment that does not exceed an assessment formula or range of assessments previously adopted by
the agency or approved by the voters in the area where the assessment is imposed." This definition and
conditions were later confirmed through Senate Bill 919 (Proposition 218 implementing legislation).
The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and
inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which
Street&Storm Drain District No. 03 (De Anza) Engineer's Report-City of Atascadero 5-5
Prepared by NBS-Fiscal Year 2012/13
could add to the District costs and assessments. As part of the District formation, the notice and assessment
ballots presented to the property owners for approval included a maximum assessment amount for fiscal year
2005/2006 (initial maximum assessment), identification of the corresponding maximum assessment rate and a
summary of the Assessment Range Formula described herein.
The Assessment Range Formula for this District shall be applied to the future assessments and is generally
defined:
• If the proposed annual assessment (levy per EBU) for the upcoming fiscal year is less than or equal
to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not considered
an increased assessment.
• The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established for
fiscal year 2005/2006 adjusted annually by the greater of, three percent (3%) or the annual percentage
change in the Consumer Price Index (CPI) of "All Urban Consumers" for the San Francisco-Oakland-
San Jose Area from February to February.
Beginning with fiscal year 2006/2007 and each fiscal year thereafter, the Maximum Assessment Rate will be
recalculated and a new Maximum Assessment Rate established for the fiscal year utilizing the Assessment
Range Formula described above. The Maximum Assessment Rate shall be calculated independent of the
District's annual budget and proposed assessment. The annual percentage change in CPI shall be based on
available data provided by the U.S. Department of Labor; Bureau of Labor Statistics at the time the annual
Report is prepared. Should the Bureau of Labor Statistics revise such index or discontinue the
preparation of such index, the City shall use the revised index or comparable system as approved by the
City Council for determining fluctuations in the cost of living.
Any proposed annual assessment (rate per EBU) less than or equal to the calculated (adjusted) Maximum
Assessment Rate is not considered an increased assessment, even if the proposed assessment is
significantly greater than the assessment applied in the prior fiscal year. Likewise, modifications to the method
of apportionment that increase the proportional special benefit assigned to a particular land use classification
would be considered an increased assessment. Conversely, reductions in the proportional special benefit
assigned to a land use classifications is permitted. Changes in land use or size of an individual property
resulting in an assessment increase, is not considered an increased assessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided by
the preceding Assessment Range Formula, the City must comply with the provisions of the California
Constitution Article XIIID Section 4c, that requires a public hearing and certain protest procedures including
mailed notice of the public hearing and property owner protest balloting. Property owners through the
balloting process must approve a proposed new or increased assessment before such an assessment
may be imposed.
Street&Storm Drain District No. 03(De Anza) Engineer's Report—City of Atascadero 5-6
Prepared by NBS—Fiscal Year 2012/13
6. ASSESSMENT DIA GRA M
The parcels within the Street and Storm Drain Maintenance District No. 03 (De Anza Estates) consist of the
lots, parcels and subdivisions of land located in the residential development known as De Anza Estates, Tract
2498. The District covers approximately seventy-six acres (75.79 acres) in the northern portion of the City of
Atascadero.
The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San Luis
Obispo County Assessor's information and identifies the parcels of land within the proposed District, as the
same existed at the time the District was formed. The combination of this map and the Assessment Roll
contained in this Report constitute the District Assessment Diagram.
Street&Storm Drain District No. 03(De Anza) Engineer's Report—City of Atascadero 6-1
Prepared by NBS—Fiscal Year 2012/13
ASSESSMENT DIAGRAM FOR
STREET AND STORM DRAIN MAINTENANCE DISTRICT NO.3(SE ANZA ESTATES)
CITY OF ATASCADERO,COUNTY OF SAN LUIS OBISPO,STATE OF CALIFORNIA
SHEET 1 OF 1
PROPOSED BOUNDARIES MAP OF
STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 03
(DE ANZA ESTATES)
CITY OF ATASCADERO rim IN THE OMQE CF TRE CITY CLERX THIS_DAY OF 20G&
_- COUNTY OF SAN LUIS OBISPO
STATE OF CALIFORNIA I HEREBY CERTFY THAT THIS JAv SHI THE 90UWAINES OF MEET AND S70M DRAW WAINTENANCE
DISTRICT NO.03(DE AMA ESTATES).CITY OF ATASCADERD.COUNTY OF SAN LLIS OBISPO,STATE OF
CALFO V.WAS APPR014D BY THE CITY COUNCIL OF THE CITY OF ATASCADERO AT A REGULAR NFETINO
r �L' ,i',• THEWW.HED ON THE DAY OF 2006,BY ITS RESCONTI014 Na
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1 D40-044-027 24" 11 049-044-024 2496
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2466 2486 B
2496 2446
6 D49-044-003 2496 16 0411 2496 0
9 040-044-004 2496 19 0481 2496
10 D49-044--023 1 2498 1 20 0491 2496
11 0491 2498
22 049-044-014 2498
23 049-D44-017 2496 'SAO
24 049-6"-010 249-6
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26 048-644-018 2496
27 0481
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29 619-D44-021 2496
30 619-D44-0II 2498
31 049-0"-o26 2496
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2011/2012 Storm Drain Maintenance District No. 3 Page 21 of 24
7. ASSESSMENT ROL L
Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented
herein and is based on available parcel maps and property data from the San Luis Obispo County Assessor's
Office at the time the Engineer's Report was prepared. A listing of the proposed lots and parcels to be
assessed within this District along with the assessment amounts is provided herein.
Non-assessable lots or parcels may include, but are not limited to public streets and other roadways (typically
not assigned an APN by the County); dedicated public easements, open space areas, right-of-ways, common
areas; landlocked parcels, small parcels vacated by the County, bifurcated lots, and any other property that
can not be developed or has little or no value. These types of parcels are considered to receive little or no
benefit from the improvements and are therefore exempted from assessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel
number for the fiscal year, a corrected parcel number and/or new parcel numbers will be identified and
resubmitted to the County Auditor/Controller. The assessment amount to be levied and collected for the
resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described
in this Report as approved by the City Council. Therefore, if a single parcel is subdivided to multiple parcels,
the assessment amount applied to each of the new parcels shall be recalculated and applied according to the
approved method of apportionment and assessment rate rather than a proportionate share of the original
assessment:
Street&Storm Drain District No. 03(De Anza) Engineer's Report—City of Atascadero 7-1
Prepared by NBS—Fiscal Year 2012/13
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No. 03
(De Anza Estates)
Fiscal Year 2012/2013 Assessment Roll
Assessor's Benefit Equivalent Maximum Proposed
Parcel Number Zone Benefit Units Assessment Assessment(')
049-043-003 B 0 $ - $ -
049-043-004 B 0 - -
049-044-002 B 1 752.82 712.92
049-044-003 B 1 752.82 712.92
049-044-004 B 1 752.82 712.92
049-044-005 B 1 752.82 712.92
049-044-006 B 1 752.82 712.92
049-044-007 B 1 752.82 712.92
049-044-008 B 1 752.82 712.92
049-044-009 B 1 752.82 712.92
049-044-010 B 1 752.82 712.92
049-044-011 B 1 752.82 712.92
049-044-012 B 1 752.82 712.92
049-044-013 B 1 752.82 712.92
049-044-014 B 1 752.82 712.92
049-044-015 B 1 752.82 712.92
049-044-016 B 1 752.82 712.92
049-044-017 B 1 752.82 712.92
049-044-018 B 1 752.82 712.92
049-044-019 B 1 752.82 712.92
049-044-020 B 1 752.82 712.92
049-044-021 B 1 752.82 712.92
049-044-022 B 1 752.82 712.92
049-044-023 B 1 752.82 712.92
049-044-024 B 1 752.82 712.92
049-044-025 B 1 752.82 712.92
049-044-026 B 1 752.82 712.92
049-044-033 B 1 752.82 712.92
049-046-001 A 0 - -
049-046-002 A 0.625 380.57 359.22
049-046-003 A 0.625 380.57 359.22
049-046-004 A 0.625 380.57 359.22
049-046-005 A 0.625 380.57 359.22
049-046-006 A 0.625 380.57 359.22
049-046-007 A 0.625 380.57 359.22
049-046-008 A 0.625 380.57 359.22
049-046-009 A 0.625 380.57 359.22
049-046-010 A 0.625 380.57 359.22
049-046-011 A 0.625 380.57 359.22
049-046-012 A 0.625 380.57 359.22
049-046-013 A 0.625 380.57 359.22
049-046-014 A 0.625 380.57 359.22
049-046-015 A 0.625 380.57 359.22
Street and Storm Drain Maintenance District No. 03 (De Anza Estates) Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
Assessor's Benefit Equivalent Maximum Proposed
Parcel Number Zone Benefit Units Assessment Assessment(')
049-046-016 A 0.625 380.57 359.22
049-046-017 A 0.625 380.57 359.22
049-046-018 A 0.625 380.57 359.22
049-046-019 A 0.625 380.57 359.22
049-046-020 A 0.625 380.57 359.22
049-046-021 A 0.625 380.57 359.22
049-046-022 A 0.625 380.57 359.22
049-046-023 A 0.625 380.57 359.22
049-046-024 A 0.625 380.57 359.22
049-046-025 A 0.625 380.57 359.22
049-046-026 A 0.625 380.57 359.22
049-046-027 A 0.625 380.57 359.22
049-046-028 A 0.625 380.57 359.22
049-046-029 A 0.625 380.57 359.22
049-046-030 A 0.625 380.57 359.22
049-046-031 A 0.625 380.57 359.22
049-046-032 A 0.625 380.57 359.22
049-046-033 A 0.625 380.57 359.22
049-046-034 A 0.625 380.57 359.22
049-046-035 A 0.625 380.57 359.22
049-046-036 A 0.625 380.57 359.22
049-046-037 A 0.625 380.57 359.22
049-046-038 A 0.625 380.57 359.22
049-046-039 A 0.625 380.57 359.22
049-046-040 A 0.625 380.57 359.22
049-046-041 A 0.625 380.57 359.22
049-046-042 A 0.625 380.57 359.22
049-046-043 A 0.625 380.57 359.22
049-046-044 A 0.625 380.57 359.22
049-046-045 A 0.625 380.57 359.22
049-046-046 A 0.625 380.57 359.22
049-046-047 A 0.625 380.57 359.22
049-046-048 A 0.625 380.57 359.22
049-046-049 A 0.625 380.57 359.22
049-046-050 A 0.625 380.57 359.22
049-046-051 A 0.625 380.57 359.22
049-046-052 A 0.625 380.57 359.22
049-046-053 A 0.625 380.57 359.22
049-046-054 A 0.625 380.57 359.22
049-046-055 A 0.625 380.57 359.22
049-046-056 A 0.625 380.57 359.22
049-046-057 A 0.625 380.57 359.22
049-046-058 A 0.625 380.57 359.22
049-046-059 A 0.625 380.57 359.22
049-046-060 A 0.625 380.57 359.22
049-046-061 A 0.625 380.57 359.22
Totals 63.5 $ 42,407.52 $ 40,089.12
(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 2012/13
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 5
DRAFT RESOLUTION D
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, INITIATING PROCEEDINGS FOR
ANNUAL LEVY OF ASSESSMENTS FOR THE ATASCADERO
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 3 (DE
ANZA ESTATES) FOR FISCAL YEAR 2012/2013 PURSUANT TO THE
PROVISIONS OF PART 2 OF DIVISION 15 OF THE CALIFORNIA
STREETS AND HIGHWAYS CODE.
The City Council of the City of Atascadero (hereafter referred to as "City Council") hereby finds,
determines,resolves and orders as follows:
WHEREAS, the City Council has, by previous Resolutions, formed the Atascadero
Landscaping and Lighting Maintenance District No. 3 (hereafter referred to as "District")
pursuant to the provisions of 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") that provides for levy and collection of assessments by the County of San Luis
Obispo for the City of Atascadero to pay the maintenance and services of lighting facilities,
landscaping, and appurtenant facilities and operations related thereto; and,
WHEREAS, the District and the associated assessments are in compliance with the
provisions of California Constitution Article XIIID; and,
WHEREAS, the City Council has retained NBS for the purpose of assisting with the
Annual Levy of the District and to prepare and file a report with the City Clerk in accordance
with the Act;
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. Engineer's Annual Levy Report: The City Council hereby orders NBS to
prepare the Engineer's Annual Levy Report concerning the levy of assessments for the District in
accordance with Chapter 3, Section 22622 of the Act.
SECTION 2. Proposed Improvements and Any Substantial Changes in Existing
Improvements: The improvements within the District include the ongoing operation,
administration, maintenance, servicing and incidental expenses related to the dedicated landscape
areas, public street lighting and appurtenant facilities authorized pursuant to the Act that were
installed as part of property development and associated with the District. Said improvements may
include, but are not limited to the materials, equipment, utilities, labor, appurtenant facilities and
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 5
expenses necessary for the ongoing maintenance and operation of public street lighting as well as
landscaped parkways, medians, slopes, trails, park areas, drainage basins, open space areas and
other designated easements or right-of-ways constructed and installed as part of the development
plans and agreements approved for the development of each lot and parcel within the District. The
Engineer's Annual Levy Report describes any new improvements or substantial changes in existing
improvements.
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 6
DRAFT RESOLUTION E
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, FOR PRELIMINARY APPROVAL OF
THE ENGINEER'S ANNUAL LEVY REPORT FOR THE ATASCADERO
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 3 (DE
ANZA ESTATES) FOR FISCAL YEAR 2012/2013.
The City Council of the City of Atascadero (hereafter referred to as "City Council") does resolve
as follows:
WHEREAS, the City Council has, by previous Resolutions, ordered the preparation of
an Engineer's Annual Levy Report (hereafter referred to as the "Report") for the district known
and designated as the Atascadero Landscaping and Lighting Maintenance District No. 3
(hereafter referred to as the "District") pursuant to the provisions of the Landscaping and
Lighting Act of 1972, Part 2 of Division of the Streets and Highways Code of California,
beginning with Section 22500 (hereafter referred to as the "Act"); and,
WHEREAS, the District and the associated assessments are in compliance with the
provisions of California Constitution Article XIIID; and,
WHEREAS, the City Council has now been presented with the Report as required by
Chapter 1, Article 4, Section 22566 of said Act; and,
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented and is preliminarily satisfied with the Report, each of the budget items and documents
as set forth therein and is satisfied on a preliminary basis that the proposed assessments have
been spread in accordance with the benefits received from the improvements, operation,
maintenance, and services to be performed within each benefit zone as set forth in said 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. That the presented Report consists of the following:
a. A Description of the Improvements
b. The Annual Budget(Costs and Expenses of Services, Operation, and Maintenance)
c. The Method of Apportionment that details the method of calculating each parcel's
proportional special benefits and annual assessment.
d. The District Roll containing the proposed assessment for each parcel within the
District for Fiscal Year 2012/2013.
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 6
SECTION 3. The Report is hereby approved on a preliminary basis and ordered to be
filed in the Office of the City Clerk as a permanent record and to remain open to public
inspection.
SECTION 4. That the City Clerk shall certify to the passage and adoption of this
Resolution, and the minutes of this meeting shall so reflect the presentation of the 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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 7
DRAFT RESOLUTION F
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, DECLARING ITS INTENTION TO LEVY
AND COLLECT ASSESSMENTS FOR THE ATASCADERO
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 03 (DE
ANZA ESTATES) FOR FISCAL YEAR 2012/2013.
The City Council of the City of Atascadero (hereafter referred to as "City Council") does resolve as
follows:
WHEREAS, The City Council has by previous Resolution initiated proceedings for fiscal
year 2012/2013 regarding the levy and collection of assessments for the Atascadero Landscaping
and Lighting District No. 3 (hereafter referred to as the "District"). Pursuant to the provisions of the
Landscaping and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways
Code (commencing with section 22500) (hereafter referred to as the "Act"), assessments for the
District shall be levied and collected by the County of San Luis Obispo for the City of Atascadero to
pay the maintenance and services of the improvements and facilities related thereto; and,
WHEREAS, the proposed District assessments for fiscal year 2012/2013 are less than or
equal to the maximum assessments previously approved in accordance with the requirements of the
California Constitution,Article XHID; and,
WHEREAS, there has now been presented to this City Council an Engineer's Annual
Levy Report (hereafter referred to as the "Engineer's Report"), and said Engineer's Report has
been filed with the City Clerk in accordance with the Act; and,
WHEREAS, the City Council has examined and reviewed the Engineer's Report as
presented and is satisfied with the Report, each of the budget items and documents as set forth
therein and is satisfied that the proposed assessments contained therein, have been spread in
accordance with the benefits received from the improvements, operation, maintenance and
services to be performed within the District, as set forth in said 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 City Council hereby declares its intention to seek the annual levy and
collection of assessments within the District pursuant to the Act, over and including the lands, lots
and parcels within the District boundary. The City Council further declares its intention to levy and
collect assessments on such land to pay the annual costs and expenses of the improvements and
services described in Section 4 of this Resolution, for fiscal year 2012/2013.
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 7
SECTION 3. The boundaries of the District are described in the Engineer's Report and are
consistent with the boundary established and described in the original formation documents, on file
with the City Clerk, and incorporated herein by reference. The District is within the boundaries of
the City of Atascadero, within the County of San Luis Obispo, State of California and includes the
territory known as De Anza Estates and referred to as the "Atascadero Landscaping and Lighting
District No. 03".
SECTION 4. The improvements within the District include the ongoing maintenance,
operation and servicing of local landscaping and street lighting improvements established or
installed in connection with development of properties within the District. These improvements
generally include, but are not limited to the materials, equipment, utilities, labor, appurtenant
facilities and expenses necessary for the ongoing maintenance and operation of public street lighting
as well as landscaped parkways, medians, slopes, trails, park areas, drainage basins, open space
areas and other designated easements or right-of-ways constructed and installed as part of the
development plans and agreements approved for the development of each lot and parcel within the
District.
SECTION 5. The proposed assessments for fiscal year 2012/2013, as outlined in the
Engineer's Report, do not exceed the maximum assessment approved by the property owners
through a property owner balloting proceeding conducted in 2005. As such, the proposed
assessments do not constitute an increased assessment and do not require additional property owner
approval in accordance with the requirements of the California Constitution,Article XIIID.
SECTION 6. The City Council hereby declares its intention to conduct a Public Hearing
concerning the District and the levy of assessments in accordance with Chapter 3, Section 22626 of
the Act.
SECTION 7. Notice is hereby given that a Public Hearing on these matters will be held by
the City Council on Tuesday, June 12, 2012, at 6:00 p.m., at the City Council Chambers, 6907 El
Camino Real, Atascadero, California or as soon thereafter as feasible.
SECTION 8. The City Council hereby authorizes and directs the City Clerk to give notice
of the time and place of the Public Hearing to all property owners within the District pursuant to
Sections 22626, 22552 and 22553 of the Act and 6061 of the Government Code. The City Clerk
shall give notice to all property owners by: causing notice of the public hearing to be published in
the local newspaper one time at least 10 days prior to the Public Hearing; and,posting a copy of this
resolution on the official bulletin board(s) customarily used for posting such notices.
ITEM NUMBER: A- 4
DATE: 05/08/12
Attachment 7
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
helping communities
fund tomorrow
City of Atascadero
Annual Engineer's Report
Landscaping and Lighting District No. 03
(De Anza Estates)
Fiscal Year 2012/13
Main Office
32605 Temecula Parkway, Suite 100
Temecula, CA 92592
Toll free: 800.676.7516 Fax: 951.296.1998
Regional Office
870 Market Street, Suite 1223
San Francisco, CA 94102
Toll free: 800.434.8349 Fax: 415.391.8439
CITY OF ATASCADERO
Landscaping & Lighting District No. 03
(De Anza Estates)
6907 EI Camino Real
Atascadero, CA 93422
Phone — (805) 461-5000
Fax — (805) 461-7612
CITY COUNCIL
Bob Kelley, Mayor
Tom O'Malley, Mayor Pro Tem
Brian Sturtevant, Council Member
Jerry Clay, Sr., Council Member
Roberta Fonzi, Council Member
AGENCY STAFF
Wade G. McKinney, City Manager
James R. Lewis, Assistant City Manager
Rachelle Rickard, Administrative Services Director
Jeri Rangel, Assistant Administrative Services Director
NBS
Danielle Wood, Client Services Director
Adina Vazquez, Senior Consultant
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 ...... 3-1
C. DESCRIPTION OF IMPROVEMENTS AND SERVICES.............................. 3-2
4. ESTIMATE OF COSTS 4-1
5. METHOD OF ASSESSMENT 5-1
A. GENERAL.................................................................................................... 5-1
B. BENEFIT ANALYSIS.................................................................................... 5-1
C. ASSESSMENT METHODOLOGY................................................................ 5-2
D. ASSESSMENT RANGE FORMULA............................................................. 5-6
6. ASSESSMENT DIAGRAM 6-1
7. ASSESSMENT ROLL 7-1
Landscaping &Lighting District No. 03 (De Anza Estates) Engineer's Report—City of Atascadero Table of Contents
Prepared by NBS—Fiscal Year 2012/13
1. ENGINEER'S LETTER
WHEREAS, on August 9, 2005 by Resolution No. 2005-074, the City Council of the City of Atascadero
(the "City"), State of California, in accordance with and pursuant to the Landscape and Lighting Act of
1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with Section
22500 (the 1972 Act")established the City of Atascadero Landscaping and Lighting District No. 03 De
Anza Estates (the "District"); and
WHEREAS, on May 8, 2012, the City Council, under the 1972 Act, adopted its Resolution Initiating
Proceedings for the Annual Levy of Assessments and Ordering the Preparation of an Engineer's
Report for the District; and
WHEREAS, the Resolution Initiating Proceedings directed NBS to prepare and file a report describing
the general nature, location, and extent of the improvements to be maintained; an estimate of the
costs of the maintenance, operations, and servicing of the improvements for the District for the
referenced fiscal year; a diagram for the District, showing the area and properties to be assessed; and
an assessment of the estimated costs of the administration, maintenance, operations, and servicing
the improvements, assessing the net amount upon all assessable lots and/or parcels within the
District in proportion to the special benefit received.
NOW THEREFORE, the assessments as detailed in this Engineer's Report and as summarized in the
table below are made to cover the portion of the estimated costs of maintenance, operation and
servicing of the improvements to be paid by the assessable real property within the District in
proportion to the special benefit received. The following table summarizes the proposed assessment
for Fiscal Year 2012/13:
FY 2012/13 Budget Summary
2012/13 Total Proposed
Total Costs Not Proposed Benefit Maximum Rate
Description Costs Assessed Assessment Units Rate Per BU
Annual Maintenance $24,340 $1,498 $22,842
Administration 6,152 0 6,152
Levy Adjustments 14,617 1,498 13,877
Total 1 $15,870 $0 $15,870 63.5 $1,079.46 $250.00
I, the undersigned, respectfully submit the enclosed Engineer's Report and, to the best of my
knowledge, information, and belief, the Engineer's Report, Assessments, and the Assessment
Diagram herein have been prepared, computed, and levied in accordance with the assessment
methodology adopted, approved, and ordered by the City Council of the City of Atascadero and the
1972 Act.
NBS
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 1-1
Prepared by NBS—Fiscal Year 2012/13
2. EXECUTIVE SUMMARY
Pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Part 2 of Division 15 of
the California Streets and Highways Code, commencing with Section 22500 (hereafter referred to as
the "1972 Act"), and in compliance with the substantive and procedural requirements of the California
State Constitution Article XIIID (hereafter referred to as "Article XIIID"), the City Council of the City of
Atascadero, County of San Luis Obispo, State of California (hereafter referred to as "City"), executed
the proceedings required for the establishment of the special benefit assessment district designated
as:
Landscaping and Lighting District No. 03 (De Anza Estates)
(hereafter referred to as the "District"), which includes the lots and parcels of land within the residential
subdivision known as De Anza Estates, Tract 2498 within the City limits of the City. This Engineer's
Report (hereafter referred to as the "Report") has been prepared in connection with the levy and
collection of annual assessments related thereto for fiscal year 2012/2013, as required pursuant to
Chapter 1, Article 4 of the 1972 Act.
The City Council formed the District, and provided for the levy and collection of annual assessments
on the County tax rolls to provide ongoing funding for the costs and expenses required to service and
maintain the landscaping and lighting improvements associated with and resulting from the
development of properties within the District. The improvements to be provided by the District and the
assessments described herein are made pursuant to the 1972 Act and the substantive and procedural
provisions of Article XIIID.
This Report describes the District, the improvements, and the proposed assessments to be levied
against properties in connection with the special benefits the properties will receive from the
maintenance and servicing of the District improvements. The annual assessments will provide a
funding source for the continued operation and maintenance of public landscaping and lighting
improvements installed in connection with the development of properties within the District.
The improvements and assessments described in this Report are based on the planned development
of properties within the District and represent an estimate of the direct expenditures, incidental
expenses, and fund balances that will be necessary to maintain and service the improvements. The
boundaries of the District, the proposed improvements, the method of apportionment, and
assessments described herein are based on current development plans and specifications for Tract
2498; and by reference these plans and specifications are made part of this Report.
The word "parcel," for the purposes of this Report, refers to an individual property assigned its own
Assessor's Parcel Number (APN) by the San Luis Obispo County Assessor's Office. The San Luis
Obispo County Auditor/Controller uses Assessor's Parcel Numbers and specific Fund Numbers to
identify properties to be assessed on the tax roll for the special benefit assessments.
As part of the District formation, the City of Atascadero conducted a Property Owner Protest Ballot
proceeding for the proposed levy of a new assessment pursuant to the provisions of the California
Constitution, Article XIIID Section 4. In conjunction with this ballot proceeding, the City Council
conducted a noticed public hearing on August 9, 2005 to consider public testimonies, comments and
written protests regarding the formation of the District and levy of assessments. Upon conclusion of
the public hearing, property owner protest ballots received were opened and tabulated to determine
whether majority protest existed (ballots were weighted based on assessment amounts), and by
resolution the City Council confirmed the results of the ballot tabulation. Tabulation of the ballots
indicated that majority protest did not exist for the proposed assessments and the assessment range
formula presented and described herein, the City Council approved the Report (as submitted or
amended), ordered the formation of the District, and approved the levy and collection of assessments.
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 2-1
Prepared by NBS—Fiscal Year 2012/13
The assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo County
Auditor/Controller for inclusion on the property tax roll for each parcel.
Each subsequent fiscal year, an Engineer's Report shall be prepared and presented to the City
Council describing the District any changes to the District or improvements and the proposed budget
and assessments for that fiscal year and the City Council shall hold a noticed public hearing regarding
these matters prior to approving and ordering the proposed levy of assessments. If the proposed
assessments for the District exceed the maximum assessment described herein (as approved by the
property owners), the new or increased assessment must be confirmed through another property
owner protest ballot proceeding before such an assessment may be imposed. It should be noted that
an increased assessment to an individual property resulting from changes in development or land use
does not constitute an increased assessment.
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 2-2
Prepared by NBS—Fiscal Year 2012/13
3. PLA NS A ND SPECIFI CA TIONS
A. DESCRIPTION OF THE DISTRICT
The territory within the District consists of the lots, parcels and subdivisions of land within the
proposed residential subdivision known as the De Anza Estates, Tract 2498, which encompasses
an area of land totaling approximately seventy-six acres (75.76 acres).
This subdivision is planned to include twenty-six (26) Single-Family Residential Units and sixty (60)
Modified Housing/Senior Housing Units at build-out. The planned subdivision is situated in the
northern portion of the City of Atascadero northeast of Highway 101 and is generally located:
• At the North end of EI 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 associated
assessments may include one or more of the following:
1) The installation or planting of landscaping;
2) The installation or construction of statuary, fountains, and other ornamental structures and
facilities;
3) The installation or construction of public lighting facilities including, but not limited to street
lights and traffic signals;
4) The installation or construction of any facilities which are appurtenant to any of the
foregoing or which are necessary or convenient for the maintenance or servicing thereof;
5) The installation of park or recreational improvements, including, but not limited to, all of the
following:
a) Land preparation, such as grading, leveling, cutting and filling, sod, landscaping,
irrigation systems, sidewalks, and drainage.
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
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 3-1
Prepared by NBS—Fiscal Year 2012/13
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 local
landscaping and street lighting improvements established or installed in connection with
development of properties within the District. The improvements may consist of all or a portion of
the public landscaped areas, street lighting and appurtenant facilities within and adjacent to the District
(Tract 2498). These improvements generally include, but are not limited to the materials, equipment,
utilities, labor, appurtenant facilities and expenses necessary for the ongoing maintenance and
operation of public street lighting as well as landscaped parkways, medians, slopes, trails, park areas,
drainage basins, open space areas and other designated easements or right-of-ways constructed and
installed as part of the development plans and agreements approved for the development of each lot
and parcel within the District. The improvements to be maintained and funded entirely or partially
through the District assessments are generally described as:
• Streetscape landscaping including street trees located on the perimeter of the development and
interior streets of Tract 2498 that are within the public right-of-ways or easements and dedicated
to the City for maintenance;
• Open space areas and fuel modification areas within or adjacent to the District boundaries;
• Park areas, recreational equipment, trails and landscaped drainage facilities developed and
constructed as part of developing properties within Tract 2498;
• Public lighting facilities including street lighting, safety lighting and ornamental lighting installed
as part of the residential development or landscaped improvement areas;
• Appurtenant facilities, equipment, materials and utilities related to the aforementioned
improvements;
• Specifically not included as District improvements are those improvements located on private
property, improvements and facilities that may be provided or maintained by an agency other
than the City; improvements and facilities that may be provide by another assessment or tax
levied by the City or any improvement provided and maintained by a Homeowner's Association
or similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to be
maintained by the District are on file in the Office of Public Works and by reference are made part
of this Report. Those portions of the District improvements that may be identified as general
benefit or will be funded in whole or in part by other revenue sources as part of the approved
development agreements, will not be included as part of the District assessments. The net annual cost
to provide and maintain the improvements determined to be of special benefit shall be allocated to
each property in proportion to the special benefits received.
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 3-2
Prepared by NBS—Fiscal Year 2012/13
Landscape Improvements
The landscape improvements for the District may include, but are not limited to turf, ground cover,
shrubs and plants, trees, irrigation and drainage systems, ornamental lighting, masonry walls or other
fencing, hardscape improvements, monuments, and associated appurtenant facilities located within the
landscape easements or public right-of-ways. Specifically the landscape improvement areas for this
District are identified as:
• Approximately 43,560 square feet of streetscape (parkway embankment) landscaping within the
public right-of-ways located on EI Camino Real within the boundaries of Tract 2498;
• An estimated 150 trees, including trees within the landscaped area on EI Camino Real, various
trees 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 rail
fencing along the trail system and landscaped areas.
Public Lighting Improvements
The approved development plans for Tract 2498 do not include any proposed street light facilities.
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 3-3
Prepared by NBS—Fiscal Year 2012/13
4. ESTIMATE OF COSTS
Costs Not Fiscal Year
BUDGET Total Budget Assessed 2012/2013
DIRECT COSTS
Annual Maintenance
Landscape Services $7,750 $740 $7,010
Landscape Supplies 140 - 140
Landscape Utilities - - -
City Landscape Services 16,450 - 16,450
Special Projects - - -
Total Annual Direct Costs $24,340 $740 $23,600
ADMINISTRATION EXEPNSES
Annual Administration Expenses
City Annual Administration $560 $- $560
Engineer's Report&Services 4,740 - 4,740
County Administration Fee 172 - 172
Public Noticing 680 - 680
Total Annual Administration Costs $6,152 $- $6,152
TOTAL DIRECT&ADMINISTRATION COSTS $30,492 $740 $29,752
CAPITAL RESERVE COLLECTIONS/(USES)
Landscape Rehabilitation/Replacement $3,030 $- $3,030
Trail &Pathway Rehabilitation/Replacement 1,515 758 757
Park&Open Space Rehabilitation/Replacement 730 - 730
Tree Rehabilitation/Replacement 1,250 - 1,250
Park Rehabilitation/Replacement 785 - 785
Use of Reserves - - -
Total Annual Capital Reserve Collections/(Uses) $7,310 $758 $6,552
LEVY ADJUSTMENTS
Interest Income-Improvement Fund $ 826 $- $ 826
Interest Income-Operating Reserve Fund (584) - (584)
Operating Reserve Fund Collection Use 20,517 1,498 19,019
Total Levy Adjustments $(21,927) $(1,498) $(20,429)
BALANCE TO LEVY $15,875 $- $15,875
DISTRICT STATISTICS
Total Parcels 89
Parcels Levied 86
Total EBU 63.5
Levy per EBU $250.00
Maximum Levy per EBU $1,079.46
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $55,362
Operational Reserve Interest 584
Operational Reserve Collection Use 20,429
Estimated Ending Operating Reserve Balance $35,517
Beginning Improvement Fund Balance $44,370
Improvement Fund Interest 826
Improvement Fund Collection Use 7,310
Estimated Ending Improvement Fund Balance $52,506
Landscaping &Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 4-1
Prepared by NBS—Fiscal Year 2012/13
5. METHOD OF ASSESSMENT
A. GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of
providing certain public improvements, which include the construction, maintenance, and servicing of
public lights, landscaping and appurtenant facilities. The 1972 Act further requires that the cost of
these improvements be levied according to benefit rather than assessed value:
"The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by each
such lot or parcel from the improvements."
The method of apportionment described in this Report for allocation of special benefit assessments
utilizes commonly accepted engineering practices and have been established pursuant to the 1972 Act
and the provisions of Article XIIID. The formulas used for calculating assessments reflects the
composition of parcels within the District and the improvements and services provided, to fairly
apportion the costs based on the special benefits to each parcel.
B. BENEFIT ANALYSIS
Each of the proposed improvements, the associated costs and assessments have been carefully
reviewed, identified and allocated based on special benefit pursuant to the provisions of the 1972 Act
and Article XIIID. The improvements provided by this District and for which properties will be assessed
have been identified as necessary, required and/or desired for the orderly development of the
properties within the District to their full potential, consistent with the development plans and applicable
portions of the City General Plan. As such, these improvements would be necessary and required of
individual property owners for the development of such properties and the ongoing operation, servicing
and maintenance of these improvements would be the financial obligation of those properties.
Therefore, the improvements and the annual costs of ensuring the maintenance and operation of the
improvements are a distinct and special benefit to the properties within the District. Any improvement
or portion thereof that is considered to be of general benefit shall be funded by other revenue sources
and not included as part of the special benefit assessments allocated to properties within the District.
Special Benefit
The method of apportionment (method of assessment) established herein is based on the premise that
each assessed parcel within the District receives special benefits from the improvements and the
desirability and security of those properties is enhanced by the presence of public lighting and well-
maintained landscaping in close proximity to those properties.
The special benefits associated with landscape improvements are specifically:
• Enhanced desirability of properties through association with the improvements.
• Improved aesthetic appeal of properties providing a positive representation of the area and
properties.
• Enhanced adaptation of the urban environment within the natural environment from adequate
green space and landscaping.
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 5-1
Prepared by NBS—Fiscal Year 2012/13
• Environmental enhancement through improved erosion resistance, dust and debris control,
and fire prevention.
• Increased sense of pride in ownership of property within the District resulting from well-
maintained improvements associated with the properties.
• Enhanced quality of life through well-maintained green space and landscaped areas.
• Reduced criminal activity and property-related crimes (especially vandalism) against properties
in the District through well-maintained surroundings and amenities including abatement of
graffiti.
• Enhanced environmental quality of the parcels by moderating temperatures, providing
oxygenation and attenuating noise.
The special benefits of street lighting and other public lighting facilities are the convenience, safety, and
security of property, improvements, and goods. Specifically:
• Enhanced deterrence of crime and the aid to police protection.
• Increased nighttime safety on roads, streets and public areas.
• Improved ability of pedestrians and motorists to see.
• Improved ingress and egress to property.
• Reduced vandalism and other criminal act and damage to improvements or property.
• Improved traffic circulation and reduced nighttime accidents and personal property loss.
The preceding special benefits contribute to the esthetic value and desirability of each of the assessed
parcels within the District and thereby provide a special enhancement of the properties. Furthermore, it
has been determined that the lack of funding to properly service and maintain the District
improvements would have a negative impact on the properties within the District.
General Benefit
Upon reviewing each of the District improvements, the proximity of those improvements to both
properties within the District and those outside the District as well as the reasons for installing,
constructing and maintaining such improvements, it is evident that the properties within the District
receive special benefit from those improvements. While the District improvements clearly include
public areas, easements, right-of-ways and other amenities available or visible to the public at large,
the landscaped areas, trails, detention basin as well as the need to increase maintenance activities
within the open space areas resulted solely from the development of properties within the District and
would otherwise not have been required nor necessarily desired by any properties or developments
outside the District and any public access or use of the improvements by others is incidental.
Therefore, it has been determined that these improvements and the ongoing maintenance, servicing
and operation of those improvements provide no measurable general benefit to properties outside the
District or to the public at large. However, while this development has facilitated a need for increased
maintenance of the open space area associated with Tract 2498, it is also recognized that land
conservation and ensuring adequate open space areas within the City does have some indirect, but
not quantifiable, benefit to the community at large. Therefore, while the entire cost to maintain the
open space area as well as the Horse Arena facility have been incorporated into the District budget,
the annual cost to maintain the arena and a portion of the open space area are not included in the
proposed special benefit assessments. Should the City require maintenance of these areas, the
associated costs will be funded by other revenue sources available to the City.
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 5-2
Prepared by NBS—Fiscal Year 2012/13
C. ASSESSMENT METHODOLOGY
The method of apportionment for the District calculates the receipt of special benefit from the
respective improvements based on the actual or proposed land use of the parcels within the District.
The special benefit received by each lot or parcel is equated to the overall land use of parcels within
the District based on the parcel's actual land use or proposed development.
The costs associated with the improvements shall be fairly distributed among the parcels based upon
the special benefit received by each parcel. Additionally, in compliance with the Article XIIID Section 4,
each parcel's assessment may not exceed the reasonable cost of the proportional special benefit
conferred to that parcel. The benefit formula used to determine the assessment obligation is therefore
based upon both the improvements that benefit the parcels within the District as well as the proposed
land use of each property as compared to other parcels that benefit from those specific improvements.
To identify and determine the special benefit to be received by each parcel and their proportionate
share of the improvement costs it is necessary to consider the entire scope of the planned
improvements as well as individual property development within the District. Upon review of the
proposed improvements it has been determined that each of the residential parcels within the District
receives special benefits from the improvements to be funded by annual assessments and based on
the planned property development a single zone of benefit is appropriate for the allocation of the
assessments and proportional benefit.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property's proportional special benefits to
the special benefits of the other properties within the District. The method of apportionment established
for most districts formed under the 1972 Act utilizes a weighted method of apportionment known as an
Equivalent Benefit Unit methodology that uses the single-family home site as the basic unit of
assessment. A single-family home site equals one Equivalent Benefit Unit (EBU) and the other land
uses are converted to a weighted EBU based on an assessment formula that equates the property's
specific development status, type of development (land use), and size of the property, as compared to
a single-family home site.
Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly used
and applied to districts that have a wide range of land use classifications (residential and non-
residential use), this District is comprised of only residential properties and the following
apportionment analysis of special benefit addresses only residential land uses. Not all land use
types described in the following are necessarily applicable to the development of properties within this
District, but are presented for comparison purposes to support the proportional special benefit applied
to those land use types within the District.
Single-family Residential — This land use is defined as a fully subdivided residential home site
with or without a structure. This land use is assessed 1.00 EBU per lot or parcel. This is the
base value that the other properties are compared and weighted against regarding special benefit.
Multi-family Residential — This land use is defined as a fully subdivided residential parcel that has
more than one residential unit developed on the property. (This land use typically includes
apartments, duplexes, triplex etc., but does not generally include condominiums, town-homes or
mobile home parks). Based on average population densities and size of the structure as compared
to a typical single-family residential unit, multi-family residential parcels shall be proportionately
assessed for the parcel's total number of residential units utilizing a sliding benefit scale. Although
multi-family properties typically receive similar benefits to that of a single-family residential, it would
not be reasonable to conclude that on a per unit basis, the benefits are equal. Studies have
consistently shown that the average multi-family unit impacts infrastructure approximately 75% as
much as a single-family residence (Sample Sources: Institute of Transportation Engineers
Informational Report Trip Generation, Fifth Edition; Metcalf and Eddy, Wastewater Engineering
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report–City of Atascadero 5-3
Prepared by NBS–Fiscal Year 2012/13
Treatment, Disposal, Reuse, Third Edition). These various studies indicate that most public
improvements and infrastructure are utilized and impacted at reduced levels by multi-family
residential units and a similar reduction in proportional benefit is appropriate. Furthermore, it is also
reasonable to conclude that as the density (number of units) increases the proportional benefit per
unit tends to decline because the unit size and people per unit usually decreases. Based on these
considerations and the improvements provided by this District, an appropriate allocation of special
benefit for multi-family residential properties as compared to a single- family residential is best
represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units;
0.50 EBU per unit for units 51 through 100; and 0.25 EBU per unit for remaining units.
Condominium/Town-home Units — Condominiums and town-homes tend to share attributes of
both single-family residential and multi-family residential properties and for this reason are identified
as a separate land use classification. Like most single-family residential properties, these properties
are not usually considered rental property and generally, the County assigns each unit a separate
APN or assessment number. However, condominiums and town-homes often have similarities to
multi-family residential properties in that they are generally zoned medium to high density and in
some cases may involve multiple units on a single APN. In consideration of these factors it has been
determined that an appropriate allocation of special benefit for condominiums, town-homes and
similar residential properties is best represented by an assignment of 0.75 EBU per unit regardless
of whether each unit is assigned an individual APN or there are multiple units assigned to an APN.
(There is no adjustment for parcels with more than five units).
Planned-Residential Development— This land use is defined as any property for which a tentative
or final tract map has been filed and approved (a specific number of residential lots and units has
been identified) and the property is expected to be subdivided within the fiscal year or is part of the
overall improvement and development plan for the District. This land use classification often times
involves more than a single parcel (e.g. the approved tract map encompasses more than a single
APN). Each parcel that is part of the approved tract map shall be assessed proportionately for the
proposed or estimated residential type and units to be developed on that parcel as part of the
approved tract map. Accordingly, each parcel is assigned an appropriate number of benefit units that
reflects the development of that property at build-out. (The EBU assigned to each parcel shall
represent the combination of single-family, condominium, multi-family units to be developed).
Vacant Residential — This land use is defined as property currently zoned for residential
development, but a tentative or final tract map for the property has not yet been approved. Based
upon the opinions of professional appraisers who appraise market property values for real estate
in California, the land value portion of a property typically ranges from 20 to 30 percent of the total
value of a developed residential property (the average is about 25 percent). Although the assessed
value of an individual property is not a direct reflection of the property's special benefit, this general
correlation between land value and structure value does provide a reasonable basis for apportioning
special benefit for vacant residential properties. Utilizing this twenty-five percent (25%) apportionment
and the number of single-family residential units typically developed per acre of land (an average of
4 residential units per acre) an Equivalent Benefit Unit of 1.00 EBU per acre (4 units per acre x
25%) is derived and presents an appropriate apportionment of special benefit for vacant residential
properties. Recognizing that the full and timely utilization of vacant property is reduced as the size of
the property increases, it has been determined that the maximum EBU assigned to a vacant
residential parcel shall not exceed 25.00 EBU (parcels in excess of 25 acres are assigned 25.00
EBU). Parcels less than one acre, shall be assigned a minimum of 1.00 EBU (similar to a vacant lot
within a residential tract).
Exempt Parcels — This land use identifies properties that are not assessed and are assigned 0.00
EBU. This land use classification may include but is not limited to:
• Lots or parcels identified as public streets and other roadways (typically not assigned an
APN by the County);
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report–City of Atascadero 5-4
Prepared by NBS–Fiscal Year 2012/13
• Dedicated public easements including open space areas, utility rights-of- way, greenbelts,
parkways, parks or other publicly owned properties that are part of the District improvements or
may provide other benefits to private properties within the District;
• Private properties that cannot be developed independently from an adjacent property, such as
common areas, sliver parcels or bifurcated lots or properties with very restrictive development
use;
These types of parcels are considered to receive little or no benefit from the improvements and are
therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to
confirm the parcels' current development status. Government owned properties or public properties
are not necessarily exempt properties and shall be subject to special benefit assessment unless it
qualifies for an exempt status.
Special Cases — In many districts where multiple land use classifications are involved, there are
usually one or more properties for which the standard land use classifications do not accurately
identify the special benefits received from the improvements. For example, a parcel may be
identified as a Vacant Residential property, however only a small percentage of the parcel's total
acreage can actually be developed. In this case, an appropriate calculation would be based on the
net acreage that can be utilized rather than the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unit
calculations previously outlined.
Equivalent
Property Type Benefit Units Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
0.75 Per Unit for the First 50 Units
Multi-family Residential 0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Condominium/Townhome Units 0.75 Per Unit
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
Planned Residential Development 0.75 Per Unit for the First 50 Units
0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Vacant Residential Land 1.00 Per Acre
Exempt Parcels 0.00 Per Parcel
The following formula is used to calculate each parcel's EBU (proportional benefit).
Parcel Type EBU x Acres or Units = Parcel EBU
The total number of Equivalent Benefit Units (EBU's) is the sum of the individual EBU's applied to
parcels that receive special benefit from the improvements. An assessment amount per EBU
(Assessment Rate) for the improvements is established by taking the total cost of the improvements
and dividing that amount by the total number of EBU's of the parcels benefiting from the improvements.
This Rate is then applied back to each parcel's individual EBU to determine the parcel's proportionate
benefit and assessment obligation for the improvements.
Total Balance to Levy/Total EBU = Levy per EBU
Levy per EBU x Parcel EBU = Parcel Levy Amount
Landscaping & Lighting District No. 03 (De Anza Estates) Engineer's Report-City of Atascadero 5-5
Prepared by NBS—Fiscal Year 2012/13
D. ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to
the passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in
the Brown Act defined a "new or increased assessment" to exclude certain conditions. These
conditions included "any assessment that does not exceed an assessment formula or range of
assessments previously adopted by the agency or approved by the voters in the area where the
assessment is imposed." This definition and conditions were later confirmed through Senate Bill 919
(Proposition 218 implementing legislation).
The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and
inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures,
which could add to the District costs and assessments. As part of the District formation, the notice and
assessment ballots presented to the property owners for approval included a maximum assessment
amount for fiscal year 2005/2006 (initial maximum assessment), identification of the corresponding
maximum assessment rate and a summary of the Assessment Range Formula described herein.
The Assessment Range Formula for this District shall be applied to future assessments and is
generally defined:
• If the proposed annual assessment (levy per EBU) for the upcoming fiscal year is less than or
equal to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not
considered an increased assessment.
• The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established
for fiscal year 2005/2006 adjusted annually by the greater of, three percent (3%) or the
annual percentage change in the Consumer Price Index (CPI) of"All Urban Consumers" for the
San Francisco-Oakland-San Jose Area from February to February. The Maximum Assessment
rate was increased by 3.0%for fiscal year 2012/2013.
Beginning with the second fiscal year (fiscal year 2006/2007) and each fiscal year thereafter, the
Maximum Assessment Rate is recalculated and a new Maximum Assessment Rate is established for
the fiscal year utilizing the Assessment Range Formula described above. The Maximum Assessment
Rate shall be calculated independent of the District's annual budget and proposed assessment. The
annual percentage change in CPI shall be based on available data provided by the U.S. Department of
Labor; Bureau of Labor Statistics at the time the annual Report is prepared. Should the Bureau of
Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the
revised index or comparable system as approved by the City Council for determining fluctuations in
the cost of living.
Any proposed annual assessment (rate per EBU) less than or equal to the calculated (adjusted)
Maximum Assessment Rate is not considered an increased assessment, even if the proposed
assessment is significantly greater than the assessment applied in the prior fiscal year. Likewise,
modifications to the method of apportionment that increase the proportional special benefit assigned
to a particular land use classification would be considered an increased assessment. Conversely,
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 not
considered an increased assessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided by
the preceding Assessment Range Formula, the City must comply with the provisions of Article XIIID
Section 4c, that requires a public hearing and certain protest procedures including mailed notice of the
public hearing and property owner protest balloting. Property owners through the balloting process
must approve a proposed new or increased assessment before such an assessment may be imposed.
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 5-6
Prepared by NBS—Fiscal Year 2012/13
6. ASSESSMENT DIA GRA M
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 Anza
Estates, Tract 2498. The District covers approximately seventy-six acres (75.76 acres) in the northern
portion of the City of Atascadero.
The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San
Luis Obispo County Assessor's information and identifies the original parcels of land within the
proposed District. The combination of this map and the Assessment Roll contained in this Report
constitute the District Assessment Diagram. The maximum assessment rate, assessment range
formula and the proposed assessment amount for each of the existing parcels within the District as
described herein, was presented to the property owners of record and approved in accordance with the
provisions of the California Constitution.
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 6-1
Prepared by NBS—Fiscal Year 2012/13
ASSESSMENT DIAGRAM FOR
LANDSCAPE AND LIGHTING DISTRICT NO. 3(SE ANZA ESTATES)
CITY OF ATASCADERO,COUNTY OF SAN LUIS OBISPO,STATE OF CALIFORNIA
SHEET 1 OF 1
PROPOSED BOUNDARIES MAP OF
LANDSCAPING AND LIGHTING DISTRICT NO. 03
(DE ANZA ESTATES)
CITY OF ATASCADERO FILED N TME OMCE OF,1E CITY°enc TMs-DAY aP wn
l't COUNTY OF SAN LUIS OBISPO
I HEREBY3(E AN7Y THAT 1NlS MAP F ATAS THE BOUNOARIE6 OF AN UJI 0018 AND EA7E OF MFOFr
STATE OF CALIFORNIA WAS
A ANrw F NE CIT,CITY C A F THE 07Y OF ATY CA BAN AT REGULAR
STALE OF THEREOF,RASA N THE BY TE CITY 12711xn of 140E aTr 6'ATfNw.,.AT A fEBAM OMEETINGLUTEN TNQELF.
� NE1D ON THE DAY OF 2005.BY Itg IR501At11aN Na
C"CLERK
CIfY OF ATASGIOEAO
t1otSX .!`SITE 1
O
10 0
,N _ ABCAd4rd�r O
VICINITY MAP 0 e ® `
G a
ND. P NO. TRACT
�NO. P NO. •S '
1 040-044-027 249e 11 042-0{4-02{ 2496 ® 4
2 D40-0.44-42S 2496 12 049-044-033 2405 D 5
D40-044-029 24M 042-044-005 am
4 046- 14 ce 2406 J B
2496 O!
2486 24M 9
24416 2406
eD49-044--003 2406 16 049`044-010 2406
0
8 Doe-014-004 2406 10 049-044-011 2418
10 040-D44-023 2498 20 049-044-012 2496
21 D49-044-01322 044-014
2408 �p
23 014-044-015 2am
408 `4q
24 040-044-016 •/A
2406
26 049-044-016 2406
W 049-044-019
2a 049-014-M 2496
20 040-D44-021 2486
30 DW-044-CM 2106
31 049-044-026 2496
32 049-044-026 2496
MuniFinancial 04' D'�°�
34 040-D,3-004 2486
ROO 08501156 3d9aMa
' I� 0 � LEGEND
��4'���iw 'a 4'O� PROPOSED BOUNDARY
�P SANTA CRUZ RD. ,�. ,�®
1L� MAP REFERENCE NUMBER so"I SCAM:1'-1540
(06-083J JULY 2005
2011/2012 L&L No. 3 Page 19 of 22
7. ASSESSMENT ROL L
Parcel identification for each lot or parcel within the District is based on the Assessment
Diagram presented herein and is based on available parcel maps and property data from the San Luis
Obispo County Assessor's Office at the time the Engineer's Report was prepared. A listing of the lots
and parcels to be assessed within this District along with the assessment amounts is provided herein.
Non-assessable lots or parcels may include, but are not limited to public streets and other roadways
(typically not assigned an APN by the County); dedicated public easements, open space areas, right-
of-ways, common areas; landlocked parcels, small parcels vacated by the County, bifurcated lots, and
any other property that can not be developed or has little or no value. These types of parcels are
considered to receive little or no benefit from the improvements and are therefore exempted from
assessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid
parcel number for the fiscal year, a corrected parcel number and/or new parcel numbers will be
identified and resubmitted to the County Auditor/Controller. The assessment amount to be levied and
collected for the resubmitted parcel or parcels shall be based on the method of apportionment and
assessment rate described in this Report as approved by the City Council. Therefore, if a single parcel
is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be
recalculated and applied according to the approved method of apportionment and assessment rate
rather than a proportionate share of the original assessment.
The following is a list of the parcels and assessment amounts for each of the parcels within the District
as determined by the assessment rates and method of apportionment described herein:
Landscaping & Lighting District No. 03 (De Anza Estates)Engineer's Report—City of Atascadero 7-1
Prepared by NBS—Fiscal Year 2012/13
CITY OF ATASCADERO
Landscaping and Lighting District No. 03
(De Anza Estates)
Fiscal Year 2012/2013 Assessment Roll
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment(')
049-043-003 0 $ - $ -
049-043-004 0 - -
049-044-002 1 1,079.46 250.00
049-044-003 1 1,079.46 250.00
049-044-004 1 1,079.46 250.00
049-044-005 1 1,079.46 250.00
049-044-006 1 1,079.46 250.00
049-044-007 1 1,079.46 250.00
049-044-008 1 1,079.46 250.00
049-044-009 1 1,079.46 250.00
049-044-010 1 1,079.46 250.00
049-044-011 1 1,079.46 250.00
049-044-012 1 1,079.46 250.00
049-044-013 1 1,079.46 250.00
049-044-014 1 1,079.46 250.00
049-044-015 1 1,079.46 250.00
049-044-016 1 1,079.46 250.00
049-044-017 1 1,079.46 250.00
049-044-018 1 1,079.46 250.00
049-044-019 1 1,079.46 250.00
049-044-020 1 1,079.46 250.00
049-044-021 1 1,079.46 250.00
049-044-022 1 1,079.46 250.00
049-044-023 1 1,079.46 250.00
049-044-024 1 1,079.46 250.00
049-044-025 1 1,079.46 250.00
049-044-026 1 1,079.46 250.00
049-044-033 1 1,079.46 250.00
049-046-001 0 - -
049-046-002 0.625 674.66 156.24
049-046-003 0.625 674.66 156.24
049-046-004 0.625 674.66 156.24
049-046-005 0.625 674.66 156.24
049-046-006 0.625 674.66 156.24
049-046-007 0.625 674.66 156.24
049-046-008 0.625 674.66 156.24
049-046-009 0.625 674.66 156.24
049-046-010 0.625 674.66 156.24
049-046-011 0.625 674.66 156.24
049-046-012 0.625 674.66 156.24
049-046-013 0.625 674.66 156.24
049-046-014 0.625 674.66 156.24
049-046-015 0.625 674.66 156.24
Landscaping and Lighting District No. 03(De Anza Estates)Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment(')
049-046-016 0.625 674.66 156.24
049-046-017 0.625 674.66 156.24
049-046-018 0.625 674.66 156.24
049-046-019 0.625 674.66 156.24
049-046-020 0.625 674.66 156.24
049-046-021 0.625 674.66 156.24
049-046-022 0.625 674.66 156.24
049-046-023 0.625 674.66 156.24
049-046-024 0.625 674.66 156.24
049-046-025 0.625 674.66 156.24
049-046-026 0.625 674.66 156.24
049-046-027 0.625 674.66 156.24
049-046-028 0.625 674.66 156.24
049-046-029 0.625 674.66 156.24
049-046-030 0.625 674.66 156.24
049-046-031 0.625 674.66 156.24
049-046-032 0.625 674.66 156.24
049-046-033 0.625 674.66 156.24
049-046-034 0.625 674.66 156.24
049-046-035 0.625 674.66 156.24
049-046-036 0.625 674.66 156.24
049-046-037 0.625 674.66 156.24
049-046-038 0.625 674.66 156.24
049-046-039 0.625 674.66 156.24
049-046-040 0.625 674.66 156.24
049-046-041 0.625 674.66 156.24
049-046-042 0.625 674.66 156.24
049-046-043 0.625 674.66 156.24
049-046-044 0.625 674.66 156.24
049-046-045 0.625 674.66 156.24
049-046-046 0.625 674.66 156.24
049-046-047 0.625 674.66 156.24
049-046-048 0.625 674.66 156.24
049-046-049 0.625 674.66 156.24
049-046-050 0.625 674.66 156.24
049-046-051 0.625 674.66 156.24
049-046-052 0.625 674.66 156.24
049-046-053 0.625 674.66 156.24
049-046-054 0.625 674.66 156.24
049-046-055 0.625 674.66 156.24
049-046-056 0.625 674.66 156.24
049-046-057 0.625 674.66 156.24
049-046-058 0.625 674.66 156.24
049-046-059 0.625 674.66 156.24
049-046-060 0.625 674.66 156.24
049-046-061 0.625 674.66 156.24
Totals 63.5 $ 68,545.71 $ 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 2012/13
ITEM NUMBER: A- 5
DATE: 05/08/12
r
rr r
hr r r ''i978 r7
Atascadero City Council
Staff Report — Administrative Services Department
Las Lomas (Woodridge) Assessment Districts
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. 02 (Woodridge) for fiscal year 2012/2013; 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 2012/2013, 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 2012/2013 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 2012/2013; 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. 02 (Woodridge) for fiscal year 2012/2013.
REPORT-IN-BRIEF:
The City Council formed and began assessing Atascadero Street and Storm Drain
Maintenance District No. 02 (Woodridge) in 2005. This district was formed to provide
funding for future routine maintenance of the streets, storm drains and sidewalks in the
Woodridge subdivision.
The City Council also formed and began assessing Atascadero Landscape and Lighting
Maintenance District No. 02 (Woodridge) in 2005. This district was formed to provide
ITEM NUMBER: A- 5
DATE: 05/08/12
for funding and maintenance of street trees, open space, park area, medians,
walkways, paths and other landscape and lighting improvements within the Woodridge
subdivision.
The Woodridge subdivision is now known as Las Lomas. The Assessment Districts
were formed and named when the area was known as the Woodridge development. All
references to Woodridge are now understood to mean the development known as Las
Lomas.
NBS, an independent financial consultant, was hired to prepare the engineer's report for
the two districts. The engineer's report and the levies must be approved by Council
annually. This is done in a two-step process. Tonight, there are three resolutions for
each district (a total of 6 resolutions in all) that must be adopted in order to continue the
assessments within the districts. The resolutions adopted tonight will also establish the
date and time for the public hearing. The public hearing is tentatively scheduled for
June 12, 2012, at 6:00 p.m. or soon thereafter, at which time the final resolutions will be
presented to the Council for passage.
The proposed assessments for fiscal year 2012/2013 are less than the Maximum
Assessment Rate. In accordance with the formula voters of the district adopted in 2005,
the City may increase the Maximum Assessment Rate for inflation by the greater of the
Consumer Price Index (CPI) or 3.0%. The Maximum Assessment Rate was increased
by 3.0% this year for both districts. The 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 23% of the allowable maximum
annual assessments for the Landscaping and Lighting District, and about 17% for the
Street and Storm Drain District.
Amount Per EBU Amount Per EBU
District Maximum Assessment Proposed Assessment
Fiscal Year 2012-13 Fiscal Year 2012-13
Atascadero Street and Storm Drain Maintenance District No.
$613.52 $102.00
02 Las Lomas
Atascadero Landscaping and Lighting Maintenance District $1,523.56 $350.81
No. 02 Las Lomas
FISCAL IMPACT:
Annual assessments for 2012/2013 will total $23,741 for road/drainage system
maintenance and $81,652 for landscape and lighting maintenance. These amounts will
be assessed to the owners of parcels in Woodridge.
ITEM NUMBER: A- 5
DATE: 05/08/12
ATTACHMENTS:
1. 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 2012/2013
2. 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)
3. 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 2012/2013, and to appoint a time and place for the
public hearing on these matters
4. Engineer's Annual Levy Report- for the levy and collection of fiscal year
2012/2013 assessments for Atascadero Street and Storm Drain Maintenance
District No. 02 (Woodridge)
5. Draft Resolution D - initiating proceedings for annual levy of assessments for
the Atascadero Landscaping and Lighting Maintenance District No. 02
(Woodridge) for fiscal year 2012/2013 pursuant to the provisions of Part 2 of
Division 15 of the California Streets and Highways Code
6. Draft Resolution E - preliminary approval of the Annual Engineer's Levy Report
for Atascadero Landscaping and Lighting Maintenance District No. 02
(Woodridge) for fiscal year 2012/2013
7. Draft Resolution F - declaring the City's intention to levy and collect
assessments for the Atascadero Landscaping and Lighting Maintenance District
No. 02 (Woodridge) for fiscal year 2012/2013
8. Engineer's Annual Levy Report- for the levy and collection of fiscal year
2012/2013 assessments for Atascadero Landscaping and Lighting District No. 02
(Woodridge)
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 1
DRAFT RESOLUTION A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, INITIATING PROCEEDINGS FOR THE
LEVY AND COLLECTION OF ANNUAL ASSESSMENTS FOR
ATASCADERO STREET AND STORM DRAIN MAINTENANCE
DISTRICT NO. 02 (WOODRIDGE) FOR FISCAL YEAR 2012/2013.
The City Council of the City of Atascadero (hereafter referred to as "City Council")hereby finds,
determines,resolves and orders as follows:
WHEREAS,the City Council 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 "1982 Act") formed an assessment district to be designated as Atascadero
Street and Storm Drain Maintenance District No. 02 (Woodridge) (hereafter referred to as the
"District"), for the purpose of funding the ongoing operation, maintenance and servicing of
public streets, sidewalks, storm drain and flood control facilities installed in conjunction with the
development of properties known as Tract 2525-1; and to levy and collect annual assessments
related thereto. The 1982 Act provides for the formation of such an assessment district pursuant
to Article 3 Section 54710, and provides for the levy and collection of assessments by the County
on behalf of the City pursuant to Article 4 Section 54718; and,
WHEREAS, the City Council has retained NBS as the Engineer of Work, for the purpose
of assisting with the administration of the District, the establishment of annual assessments, and to
prepare and file an Engineer's Report with the City Clerk in accordance with the 1982 Act; and in
accordance with the requirements of the California Constitution, Articles MHC and XIIID;
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. The City Council hereby orders the Engineer to prepare and file an
Engineer's Annual Levy Report concerning the levy of assessments for properties within the
District as specified by Article 4 Section 54716 of the 1982 Act.
SECTION 2. The District improvements include the ongoing operation, administration,
maintenance and servicing of the public streets, drainage and flood control systems and appurtenant
facilities authorized pursuant to the 1982 Act that were installed as part of property development
and associated with the District. Said improvements may include, but are not limited to pavement,
curbs, sidewalks, hardscape, bridges, fencing, signage, drains, pipes, inlets, outlets, catch basins,
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 1
drainage basins, manholes, and associated appurtenant facilities located within the public street
right-of-ways and other public easements within the District.
SECTION 3. The territory within Atascadero Street and Storm Drain Maintenance District
No. 02 (Woodridge) consists of lots, parcels and subdivisions of land located in the development
known as Tract 2525-1.
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 2
DRAFT RESOLUTION B
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, ACCEPTING AND PRELIMINARILY
APPROVING THE ENGINEER'S ANNUAL LEVY REPORT REGARDING
THE ATASCADERO STREET AND STORM DRAIN MAINTENANCE
DISTRICT NO. 02 (WOODRIDGE).
The City Council of the City of Atascadero (hereafter referred to as "City Council")hereby finds,
determines,resolves and orders as follows:
WHEREAS, the City Council has, by previous Resolution, ordered the preparation of an
Engineer's Annual Levy Report (hereafter referred to as the "Report") regarding the assessment
district to be designated as the Atascadero Street and Storm Drain Maintenance District No. 02
(Woodridge) (hereafter referred to as the "District"), and the levy and collection of assessments
related thereto, 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
1982 Act"); and,
WHEREAS, there has now been presented to this City Council the Report as specified
by Article 4 Section 54716 of said 1982 Act; and,
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented, and is preliminarily satisfied with the District and the budget items and documents as
set forth therein, and is satisfied that the proposed assessments have been spread in accordance
with the special benefits received from the improvements, operation, administration,
maintenance and services to be performed within the District, as set forth in said Report.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. The preceding recitals are true and correct.
SECTION 2. That the Report as presented, consists of the following:
a. A Description of Improvements.
b. A Boundary Diagram of the District.
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 2
C. The Method of Apportionment that details the method of calculating each
parcel's proportional special benefits and annual assessment.
d. The proposed Budget (Costs and Expenses) and the duration and collection of
assessments.
e. The District Roll containing the Levy for each Assessor Parcel Number within
the District for fiscal year 2012/2013.
SECTION 3. The Report is hereby approved on a preliminary basis, and 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 Maximum Assessment described in the Report is hereby approved on
a preliminary basis.
SECTION 5. The City Clerk shall certify to the passage and adoption of this Resolution,
and the minutes of this meeting shall so reflect the presentation of the 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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 3
DRAFT RESOLUTION C
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, DECLARING ITS INTENTION TO LEVY
AND COLLECT ANNUAL ASSESSMENTS WITHIN ATASCADERO
STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 02
(WOODRIDGE) IN FISCAL YEAR 2012/2013, AND TO APPOINT A TIME
AND PLACE FOR THE PUBLIC HEARING ON THESE MATTERS.
The City Council of the City of Atascadero (hereafter referred to as "City Council")hereby finds,
determines,resolves and orders as follows:
WHEREAS, the City Council 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 "1982 Act") did by previous Resolution approve the levy and collection of
annual assessments to pay for the operation, maintenance and servicing of public streets, drainage
and flood control systems and appurtenant facilities related thereto for the assessment district
designated as Atascadero Street and Storm Drain Maintenance District No. 02 (Woodridge)
(hereafter referred to as the "District"); and,
WHEREAS, the Engineer selected by the City Council has prepared and filed with the
City Clerk a Report in connection with the proposed District, and the levy of assessments for
Fiscal Year 2012/2013 (July 1, 2012 and ending June 30, 2013) in accordance with Chapter 1,
Article 4 of the 1982 Act and in accordance with the requirements of the California Constitution,
Articles AWIC and XHID, and the City Council did by previous Resolution preliminarily approve
such Report.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. The City Council hereby declares its intention to seek the annual levy of the
District pursuant to the 1982 Act, over and including the land within the District boundary, and to
levy and collect special benefit assessments on parcels of land within the District to pay for the costs
and expenses associated with the operation, maintenance, repair and servicing of public streets,
drainage and flood control systems and appurtenant facilities related thereto.
SECTION 2. The District improvements include the ongoing operation, administration,
maintenance and servicing of the public streets, drainage and flood control systems and appurtenant
facilities authorized pursuant to the 1982 Act that were installed as part of property development
and associated with the District. Said improvements may include, but are not limited to pavement,
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 3
curbs, sidewalks, hardscape, bridges, fencing, signage, drains, pipes, inlets, outlets, catch basins,
drainage basins, manholes, and associated appurtenant facilities located within the public street
right-of-ways and other public easements within the District. The Engineer's Report, as ordered by
previous Resolution, provides a full and complete description of the improvements within the
District.
SECTION 3. The proposed territory within Street and Storm Drain Maintenance District
No. 02 (Woodridge) consists of lots, parcels and subdivisions of land located in the development
known as Tract 2525-1.
SECTION 4. The proposed assessments for the District are outlined in the Engineer's
Report. The Report details the proposed assessments necessary to provide for the annual operation,
administration, services and maintenance of the improvements described in Section 2 of this
Resolution.
SECTION 5. Notice is hereby given that a Public Hearing on these matters will be held
by the City Council on Tuesday, June 12, 2012 at 6:00 p.m. or as soon thereafter as feasible in
the regular meeting chambers of the City Council located at 6907 El Camino Real, Atascadero,
California, in accordance with Government Code, Section 53753 and California Constitution,
Article WIID, Section 4(e). The City shall give notice of the time and place of the Public Hearing
by posting a copy of this resolution on the official bulletin board customarily used by the Council
for the posting of notices and by publishing this resolution in a local newspaper pursuant to
Government Code Section 6066 as outlined in the 1982 Act. At the Public Hearing, interested
persons shall be permitted to present written and/or oral testimony.
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 3
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
helping communities
fund tomorrow
City of Atascadero
Annual Engineer's Report
Street and Storm Drain Maintenance
District No. 02 Las Lomas (Woodridge)
Fiscal Year 2012/13
Main Office
32605 Temecula Parkway, Suite 100
Temecula, CA 92592
Toll free: 800.676.7516 Fax: 951.296.1998
Regional Office
870 Market Street, Suite 1223
San Francisco, CA 94102
Toll free: 800.434.8349 Fax: 415.391.8439
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No. 02
Las Lomas (Woodridge)
6907 EI Camino Real
Atascadero, CA 93422
Phone — (805) 461-5000
Fax — (805) 461-7612
CITY COUNCIL
Bob Kelley, Mayor
Tom O'Malley, Mayor Pro Tem
Brian Sturtevant, Council Member
Jerry Clay, Sr., Council Member
Roberta Fonzi, Council Member
AGENCY STAFF
Wade G. McKinney, City Manager
James R. Lewis, Assistant City Manager
Rachelle Rickard, Administrative Services Director
Jeri Rangel, Assistant Administrative Services Director
NBS
Danielle Wood, Client Services Director
Adina Vazquez, Senior Consultant
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...............................................3-1
C. DESCRIPTION OF IMPROVEMENTS AND SERVICES ..............................3-1
4. ESTIMATE OF COSTS 4-1
5. METHOD OF ASSESSMENT 5-1
A. GENERAL ....................................................................................................5-1
B. BENEFIT ANALYSIS....................................................................................5-1
C. ASSESSMENT METHODOLOGY................................................................5-2
D. ASSESSMENT RANGE FORMULA.............................................................5-5
6. ASSESSMENT DIAGRAM 6-1
7. ASSESSMENT ROLL 7-1
Street&Storm Drain District No. 02 Las Lomas (Woodridge) Engineer's Report—City of AtascaderoTable of Contents
Prepared by NBS—Fiscal Year 2012/13
1. ENGINEER'S LETTER
WHEREAS, on March 24, 2005 by Resolution No. 2005-048, the City Council of the City of Atascadero
(the "City"), State of California, in accordance with and pursuant to the provisions of the Benefit
Assessment Act of 1982, being Chapter 6.4 of the California Government Code, commencing with Section
54703 (hereafter referred to as the "1982 Act"), and in compliance with the substantive and procedural
requirements of the California State Constitution Article XIIID (hereafter referred to as the "California
Constitution"), established the City of Atascadero Street and Storm Drain Maintenance District No. 02 Las
Lomas (Woodridge) (the "District"); and
WHEREAS, on May 8, 2012, the City Council, under the 1982 Act, adopted its Resolution Initiating
Proceedings for the Annual Levy of Assessments and Ordering the Preparation of an Engineer's Report
for the District; and
WHEREAS, the Resolution Initiating Proceedings directed NBS to prepare and file a report describing the
general nature, location, and extent of the improvements to be maintained; an estimate of the costs of the
maintenance, operations, and servicing of the improvements for the District for the referenced fiscal year;
a diagram for the District, showing the area and properties to be assessed; and an assessment of the
estimated costs of the administration, maintenance, operations, and servicing the improvements,
assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the
special benefit received.
NOW THEREFORE, the assessments as detailed in this Engineer's Report and as summarized in the
table below are made to cover the portion of the estimated costs of maintenance, operation and servicing
of the improvements to be paid by the assessable real property within the District in proportion to the
special benefit received. The following table summarizes the proposed assessment for Fiscal Year
2012/13:
FY 2012/13 Summary of Assessment
Description Amount
Estimated Annual Costs $6,944
Capital Reserve Collection/ Uses 25,053
Levy Adjustments 8,257
Balance to Levy $23,740
Fiscal Year 2012/13 Maximum Rate $613.52
Fiscal Year 2012/13 Proposed Applied Rate $102.00
I, the undersigned, respectfully submit the enclosed Engineer's Report and, to the best of my knowledge,
information, and belief, the Engineer's Report, Assessments, and the Assessment Diagram herein have
been prepared, computed, and levied in accordance with the assessment methodology adopted,
approved, and ordered by the City Council of the City of Atascadero and the 1982 Act.
NBS
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 1-1
Prepared by NBS—Fiscal Year 2012/13
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 in
compliance with the substantive and procedural requirements of the California State Constitution Article
XIIID (hereafter referred to as the "California Constitution"), the City Council of the City of Atascadero,
County of San Luis Obispo, State of California (hereafter referred to as "City"), proposed to form and
levy special benefit assessments for the district designated as:
Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge)
(hereafter referred to as the "District"), which includes the lots and parcels of land within the residential
subdivision known as Las Lomas (Woodridge), Tract 2525-1 within the City limits of the City. This
Engineer's Report (hereafter referred to as the "Report") has been prepared in connection with the levy
and collection of annual assessments related thereto for fiscal year 2012/2013.
The City Council formed the District, and provided for the levy and collection of annual assessments on
the County tax rolls to provide ongoing funding for the costs and expenses required to service and
maintain the street and storm drain improvements and facilities associated with and resulting from the
development of properties within the District. The improvements to be provided by the District and the
assessments described herein are made pursuant to the 1982 Act and the substantive and procedural
provisions of the California Constitution.
This Report describes the District, the improvements, and the proposed assessments to be levied against
properties in connection with the special benefits the properties will receive from the maintenance and
servicing of the District improvements and facilities. The annual assessments described herein will provide
a funding source for the continued operation and maintenance of streets, storm drain system and
appurtenant facilities installed in connection with the development of properties within the District.
The improvements and assessments described in this Report are based on the development of properties
within the District and represent an estimate of the direct expenditures, incidental expenses, and fund
balances that will be necessary to maintain and service the streets and storm drain system that provides
special benefits to properties within the District. The structure of the District (organization), the
improvements, the method of apportionment, and assessments described herein are based on current
development plans and specifications for Tract 2525-1; and by reference these plans and specifications
are made part of this Report.
The word "parcel," for the purposes of this Report, refers to an individual property assigned its own
Assessor's Parcel Number(APN) by the San Luis Obispo County Assessor's Office. The San Luis Obispo
County Auditor/Controller uses Assessor's Parcel Numbers and specific Fund Numbers to identify
properties to be assessed on the tax roll for the special benefit assessments.
As part of this District's formation, the City conducted a Property Owner Protest Ballot proceeding for the
proposed levy of a new assessment pursuant to the provisions of the California Constitution, Article XIIID
Section 4. In conjunction with this ballot proceeding, the City Council conducted a noticed public hearing to
consider public testimonies, comments and written protests regarding the formation of the District and levy
of assessments. Upon conclusion of the public hearing, property owner protest ballots received were
opened and tabulated to determine whether majority protest existed (ballots were weighted based on
assessment amounts), and by resolution the City Council confirmed the results of the ballot
tabulation. The tabulation of the ballots indicated that majority protest did not exist for the proposed
assessments and the assessment range formula presented and described herein; therefore, the City
Council approved the Report (as submitted or amended), ordered the formation of the District, and
approved the levy and collection of assessments. The assessments for fiscal year 2005/2006 were
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 2-1
Prepared by NBS—Fiscal Year 2012/13
submitted to the San Luis Obispo County Auditor/Controller for inclusion on the property tax roll for each
parcel.
Each subsequent fiscal year, a Report shall be prepared and presented to the City Council describing any
changes to the improvements, proposed services, the annual budget or assessments for that fiscal year
and the City Council may hold a noticed public hearing regarding these matters prior to approving and
ordering the proposed levy of assessments. If the proposed assessments for the District exceed the
maximum assessment described herein (as approved by the property owners), the new or increased
assessment must be confirmed through another property owner protest ballot proceeding before such an
assessment may be imposed. It should be noted that an increased assessment to an individual property
resulting from changes in development or land use does not constitute an increased assessment.
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 2-2
Prepared by NBS—Fiscal Year 2012/13
3. PLA NS A ND SPECIFI CA TIONS
A. BENEFITING PROPERTIES WITHIN THE DISTRICT
The territory within the District consists of the lots, parcels and subdivisions of land within the proposed
residential subdivision known as the Las Lomas (Woodridge), Tract 2525-1, which encompasses an area
of land totaling approximately one hundred twenty-two acres (121.65 acres).
This residential subdivision is planned to include one hundred forty-four (144) single-family residential
units; thirty-five (35) condominium/senior housing units; and a single one hundred (100) unit multi-family
residential project at build-out. Due to parcel splits the multi-family residential project is spread over three
parcels. The planned subdivision is situated in the southeast portion of the City of Atascadero and is
generally located:
• South and east of Halcon Road;
• East of Highway 101 and EI 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 may
impose a benefit assessment to finance the maintenance and operation costs of the following services:
1) Drainage and Flood Control;
2) Streets and Roads.
In addition to imposing a benefit assessment for the annual maintenance and operation of the District
improvements, the City may also authorize an assessment or utilize existing assessment revenues to finance
the installation, construction or replacement of drainage and flood control facilities as well as the street and
road improvements (with some limitations). While such activities are permitted under the 1982 Act, the budget
and assessments for this District only provide for normal maintenance and operation of the improvements.
Since most major rehabilitation/construction projects result from unforeseen damages, the extent and cost of
such projects are not easily predicted and to accumulate funds as part of the normal annual assessments
would not be reasonable. If such funding becomes necessary, the City may present a new or increased
assessment to the property owners to support the projects.
C. DESCRIPTION OF IMPROVEMENTS AND SERVICES
The purpose of this District is to fund the activities necessary to maintain and service the local streets and the
drainage and flood control systems constructed and installed in connection with development of properties
within the residential subdivision known as Las Lomas (Woodridge), Tract 2525-1 pursuant to approved
development plans and agreements. The improvements may consist of all or a portion of the public streets,
drainage and flood control facilities associated with Tract 2525-1 and the maintenance of these improvements
may include but are not limited to the materials, equipment, labor, and incidental expenses deemed necessary
to keep these improvements in satisfactory condition. The maintenance of the improvements and related
activities shall be funded entirely or partially through the District assessments. The District improvements and
services are generally described as:
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 3-1
Prepared by NBS—Fiscal Year 2012/13
• Street maintenance that may include but is not limited to the repair and servicing of street
surfaces, curbs, gutters, bridges, driveway approaches, sidewalks, barricades, delineation, signage
or other facilities within the public street right-of-ways installed in connection with the development
of properties in Tract 2525-1 and that have been dedicated to the City;
• Storm drain and flood control maintenance that may include but is not limited to inspection,
repair and servicing of drainage basins, inlets, catch basins, manholes, outlets, drywells, pumps,
filters and storm drain pipes installed in connection with the development of properties of Tract
2525-1 as well as any off-site improvements and facilities directly associated with the
aforementioned infrastructure that is deemed necessary to service or protect the properties
including waste water treatment;
• The appurtenant, equipment, materials and service contracts related to the aforementioned
improvements and facilities;
• Specifically excluded are those improvements or facilities: located on private property or common
areas; that may be provided or maintained by an agency other than the City; that may be provided
by another assessment or tax levied by the City; or that may be provided and maintained by a
Homeowner's Association or similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by
the District are on file in the Office of Public Works and by reference are made part of this Report. Those
portions of the District improvements that may be identified as general benefit or will be funded in whole or in
part by other revenue sources as part of the approved development agreements, will not be included as part
of the District assessments. The net annual cost to provide and maintain the improvements determined to be
of special benefit shall be allocated to each property in proportion to the special benefits received.
Street Maintenance
The street maintenance program may include, but is not limited to: the repair of potholes, cracks or other
failures in the asphalt surface; repair or replacement of curbs, gutters, driveway approaches and sidewalks as
required as part of maintaining the streets; repair or installation of street signs, barricades, fencing or other
delineation; mechanized sweeping and cleaning of the streets and gutters; slurry sealing, overlays and re-
striping of the street surfaces. The specific activities and timing of various street and road maintenance
services shall be determined by the Citys Public Works Department as necessary to extend the life of the
streets or to improve traffic circulation and safety as available funding permits. Specifically the street
improvements for this District are identified as:
• Approximately 290,610 square feet of asphalt street surface located on the various interior
streets identified as Calle Milano, Eliano Street, Via Cielo, Avion Road, Alcotan Lane, and Azor
Lane;
• Approximately 13,750 linear feet of curb and gutter along Calle Milano, Eliano Street, Via Cielo,
Avion Road, Alcotan Lane, and Azor Lane;
• Approximately 1,480 linear feet of curb and gutter in and around the median islands on Calle Milano
and at Via Cielo;
• Approximately 145 driveway approaches, 45,264 square feet of sidewalks and various street
signs within the District;
• Specifically not included as part of the street maintenance program are the costs associated with
major replacements or reconstruction. Although the District assessments will provide funding for
regular maintenance and servicing of the improvements that will extend the useful life of the street
improvements, the assessments are not intended to fund major replacements or reconstruction of
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 3-2
Prepared by NBS—Fiscal Year 2012/13
the street surfaces or adjacent improvements such as curbs, gutters or driveway approaches. The
costs of extensive replacement or reconstruction activities such as grinding and resurfacing of the
asphalt; and replacement of curbs, gutters driveway approaches and sidewalks is significantly more
than the amount that can reasonably be collected annually under the provisions of the 1982 Act.
When such repairs or activities are deemed necessary, the City will consider various financing
options including new or increased assessments for property owner approval.
The Public Works Department shall authorize the operational activities and maintenance of the public street
and right-of-way improvements, facilities and services that may include, but are not limited to:
• Regular street sweeping services necessary to control dirt and debris on street surfaces and
gutters;
• Annual inspection of street surface and repair of potholes and surface cracks as needed;
• Periodic slurry or overly of street surfaces and driveway approaches (typically one or the other once
every five years);
• Periodic re-striping of traffic lanes, bike lanes, street parking areas, crosswalks and intersections
(typically in conjunction with slurry or overly activities);
• Graffiti abatement of public improvements within the street right-of-ways that are maintained by
the District including but not limited to sandblasting, repainting and repair of fences, walls,
barricades, sidewalks and signage as needed;
• Annual inspection and periodic repair or replacement of decorative street- pavers as needed;
■ Annual inspection and minor repairs of curbs, gutters, driveway approaches and sidewalks
including partial segment replacements as needed to ensure pedestrian and vehicle safety or
the integrity of the street;
• Annual inspection and periodic repair or rehabilitation of street signs and traffic control devices;
• Annual inspection and repair of barricades, street-fencing, delineation or retaining walls within the
street right-of-ways as needed.
A portion of the services described above are not performed on an annual basis but rather on a periodic
basis, such as slurry sealing or overlaying the asphalt streets, and the funds necessary for these activities are
collected in installments as part of the annual assessments. The monies collected each year for these services
will be accumulated in a special fund of the District (Reserve Fund or Capital Improvement Fund). The
monies accumulated for these activities shall be spent when sufficient funds have been accumulated to
perform the services deemed necessary by the City (approximately every five years). This process of
accumulating funds (installments) shall continue until such time the District is dissolved; or the City determines
that such funding procedures require modification. Changes in the process of accumulating funds that would
result in an increase to the annual assessment rate must be presented to the property owners for approval
prior to imposing such an increase.
Storm Drain and Flood Control Maintenance
The storm drain and flood control system associated with the District may include but is not limited to:
drainage basins and bio-filters; 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 (within
the District boundaries) but may also include off-site improvements such as water treatment equipment,
facilities or services mandated or required by Federal, State or County regulations for water pollution control.
The annual assessments for this District are intended to support a storm drain and flood control
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 3-3
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maintenance program that will adequately regulate and control storm water runoff resulting from the
development of properties within the District. This maintenance program may include but is not limited to:
inspection and documentation of the system; cleaning, servicing or repair of the facilities and equipment; and
the partial replacement or rehabilitation of equipment and facilities. The storm drain and flood control system
includes but is not limited to:
• Approximately 175,550 square feet of drainage basin area;
• Twenty-four (24) inlets, outlets and manholes located throughout Tract 2525-1;
• Approximately 4,965 linear feet of storm drain pipe ranging from 18 inches to 36 inches in
diameter.
The Public Works Department shall authorize and schedule the operational activities and maintenance of the
storm drain and storm water pollution treatment infrastructure, facilities and services that may include, but are
not limited to:
• Cleaning of storm drain inlets, catch basins, manholes and pipes as needed;
• Stencil maintenance and documentation of facilities as required by Federal, State or County
regulations;
• Cleaning and landscape maintenance of the drainage basins, bio-filter areas or channel ways
as needed;
• Debris removal and pest control in and around the storm drain facilities as needed;
• Minor repairs and maintenance of the storm drain inlets, catch basins and outlets as needed;
• Street sweeping services necessary to control debris and water flow for the storm drain system;
and,
• The operational costs related to NPDES compliance requirements.
A portion of the services described above are not performed on an annual basis but rather on a periodic basis
such as minor repairs to the storm drain inlets, catch basins and outlets, and the funds necessary for these
activities are collected in installments as part of the annual assessments. The monies collected each year for
these services will be accumulated in a special fund of the District (Reserve Fund or Capital Improvement
Fund). The monies accumulated for these activities shall be spent as needed to perform the services deemed
necessary by the City. This process of accumulating funds (installments) shall continue until such time the
District is dissolved; or the City determines that such funding procedures require modification. Changes in the
process of accumulating funds that would result in an increase to the annual assessment rate must be
presented to the property owners for approval prior to imposing such an increase.
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 3-4
Prepared by NBS—Fiscal Year 2012/13
4. ESTIMATE OF COSTS
BUDGET FY 2012/2013
DIRECT COSTS
Street, Roads&Storm Drain Improvements
Drainage Maintenance Services $1,690
Inspection &Operational Services -Roads, Drainage 250
Total Annual Direct Costs $1,940
ADMINISTRATION EXEPNSES
City Annual Administration $520
Engineer's Report&Services 3,700
County Administration Fee 364
Public Noticing 420
Total Annual Administration Costs $5,004
TOTAL DIRECT&ADMINISTRATION COSTS $6,944
CAPITAL RESERVE COLLECTIONS/(USES)
Collection for Street Surface Activities $13,100
Collection for Street Re-striping 70
Collection for Repair Activities: Curbs, Gutters,Approaches&Sidewalks 236
Collection for Debris Removal 250
Collection for Storm Drain Fencing 11,307
Collection for Storm Drain Infrastructure 90
Total Annual Capital Reserve Collections/(Uses) $25,053
LEVY ADJUSTMENTS
Interest Income- Improvement Fund $ 2,288
Interest Income-Operating Reserve Fund (1,122)
Improvement Fund (Use) -
Operating Reserve Fund Collection (Use) (4,847)
Total Levy Adjustments $(8,257)
BALANCE TO LEVY $23,740
DISTRICT STATISTICS
Total Parcels 190
Parcels Levied 182
Total EBU 232.75
Levy per EBU $102.00
Maximum Levy per EBU $613.52
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $82,806
Operational Reserve Interest 1,122
Operational Reserve Collection (Use) $(8,257)
Ending Operating Reserve Balance $75,671
Beginning Improvement Fund Balance $134,388
Im rovement Fund Interest 2,288
Improvement Fund Collection (Use) 25,053
Ending Improvement Fund Balance $161,729
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 4-1
Prepared by NBS—Fiscal Year 2012/13
5. METHOD OF ASSESSMENT
A. GENERAL
The 1982 Act permits the establishment of assessment districts by agencies for the purpose of providing for
the maintenance, operation and servicing of drainage and flood control improvements as well as streets,
roads and appurtenant facilities. The 1982 Act further requires that the cost of these improvements be levied
according to benefit rather than assessed value:
"The amount of the assessment imposed on any parcel of property shall be related to
the benefit to the parcel which will be derived from the provision of the service".
Furthermore:
"The annual aggregate amount of the assessment shall not exceed the estimated annual
cost of providing the service, except that the legislative body may, by resolution, determine
that the estimated cost of work authorized ... is greater than can be conveniently raised
from a single annual assessment and order that the estimated cost shall be raised by an
assessment levied and collected in installments.... The revenue derived from the
assessment shall not be used to pay the cost of any service other than the service for which
the assessment was levied."
The method of apportionment described in this Report for allocation of special benefit assessments utilizes
commonly accepted engineering practices in compliance with the provisions of the 1982 Act and the California
Constitution. The formulas used for calculating assessments reflects the composition of parcels within the
District and the improvements and services provided, to fairly apportion the costs based on the special
benefits to each parcel.
B. BENEFIT ANALYSIS
Each of the proposed improvements and services, and the associated costs and assessments have been
carefully reviewed, identified and allocated based on special benefit pursuant to the provisions of the 1982 Act
and the California Constitution. The street and storm drain improvements associated with this District were
necessary and essential requirements for the orderly development of the properties within the District to their
full potential, consistent with the development plans and applicable portions of the City General Plan. As such
the ongoing operation, servicing and maintenance of those improvements would otherwise be the direct
financial obligation of each individual property owner. Since each parcel to be assessed within the District
could not have been developed in the absence of these improvements and facilities, each parcel has a
direct investment in the proper maintenance of the improvements that is over and above any general benefits
that may be conferred by such improvements and services.
The ongoing maintenance and servicing of the District improvements is an integral part of the appearance, use
and preservation of the properties within the District and such services to be funded by annual assessments
confer a particular and distinct special benefit to those parcels. The proper maintenance of streets and
appurtenant facilities allows individual parcels to be used to their fullest extent by ensuring the safe and
efficient movement of people and goods to and from the benefiting properties Likewise, the maintenance
and servicing of the storm drain system ensures proper water flow and control of excess water during periods
of rain, which is essential to preservation and protection of private property. Together the maintenance and
servicing of the streets and storm drain system contributes to a specific enhancement of each of the parcels
within the District and the absence of adequate maintenance and servicing of the District improvements could
eventually have a negative impact on properties within the District.
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 5-1
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Although the improvements may include public streets and storm drain facilities that connect to similar facilities
outside the District boundaries, it is clear that the construction and installation of these improvements were
only necessary for the development of properties within the District. As such, these improvements were not
required nor necessarily desired by any properties or developments outside the District boundary and any
public access or use of the improvements by others is incidental. Therefore, it has been determined that the
ongoing maintenance, servicing and operation of the District improvements provide no measurable general
benefit to properties outside the District or to the public at large, but clearly provide distinct and special benefits
to properties within the District. Any improvement or portion thereof (particularly off-site storm drain facilities)
that may be considered general benefit shall be funded by other revenue sources and not included as part of
the special benefit assessments allocated to properties within this District. However, the costs associated
with installation or improvement of any off-site facilities that benefit the parcels within this District as well
as other properties (shared benefit) may be allocated to the parcels within the District based on their
proportional special benefit from such improvements.
C. ASSESSMENT METHODOLOGY
The costs associated with the improvements and services shall be fairly distributed among the parcels based
upon the special benefit received by each parcel. Additionally, in compliance with the California Constitution
Article XIIID Section 4, each parcel's assessment may not exceed the reasonable cost of the proportional
special benefit conferred to that parcel. The benefit formula used to determine the assessment obligation is
therefore based upon both the improvements that benefit the parcels within the District as well as the
proposed land use of each property as compared to other parcels that benefit from those specific
improvements.
The method of apportionment established for this District and described herein, reflects the proportional
special benefit each property receives from the improvements and services based on the actual or proposed
land use of that parcel as compared to other properties within the District based on similarities and differences
in parcel land use.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property's proportional special benefits to the
special benefits of the other properties within the District. The method of apportionment established for most
districts formed under the 1982 Act utilizes a weighted method of apportionment known as an Equivalent
Benefit Unit (EBU) methodology that uses the single-family home site as the basic unit of assessment. A
single-family home site equals one Equivalent Benefit Unit (EBU) and the other land uses are converted to a
weighted EBU based on an assessment formula that equates the property's specific development status, type
of development (land use), and size of the property, as compared to a single-family home site.
Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly used and
applied to districts that have a wide range of land use classifications (residential and non-residential use), this
District is comprised of only residential properties and the following apportionment analysis of special benefit
addresses only residential land uses. Not all land use types described in the following are necessarily
applicable to the development of properties within this District, but are presented for comparison purposes to
support the proportional special benefit applied to those land use types within the District.
EBU Application by Land Use:
Single-family Residential —This land use is defined as a fully subdivided residential home site with or
without a structure. This land use is assessed 1.0 EBU per lot or parcel. This is the base value that the
other properties are compared and weighted against(i.e. Equivalent Benefit Unit"EBU").
Multi-family Residential —This land use is defined as a fully subdivided residential parcel that has more
than one residential unit developed on the property. (This land use typically includes apartments,
duplexes, triplex etc., but does not generally include condominiums, town-homes or mobilehome parks).
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report–City of Atascadero 5-2
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Based on average population densities and size of the structure as compared to a typical single-family
residential unit, multi-family residential parcels shall be proportionately assessed for the parcel's total
number of residential units utilizing a sliding benefit scale. Although multi-family properties typically receive
similar benefits to that of a single-family residential, it would not be reasonable to conclude that on a per
unit basis, the benefits are equal. Studies have consistently shown that the average multi-family unit
impacts infrastructure approximately 75% as much as a single-family residence (Sample Sources:
Institute of Transportation Engineers Informational Report Trip Generation, Fifth Edition; Metcalf and
Eddy, Wastewater Engineering Treatment, Disposal, Reuse, Third Edition). These various studies indicate
that most public improvements and infrastructure are utilized and impacted at reduced levels by multi-
family residential units and a similar reduction in proportional benefit is appropriate. Furthermore, it is also
reasonable to conclude that as the density(number of units) increases, the proportional benefit per unit
tends to decline because the unit size and people per unit usually decreases. Based on these
considerations and the improvements provided by this District, an appropriate allocation of special benefit
for multi-family residential properties as compared to a single- family residential property is best
represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units; 0.50
EBU per unit for units 51 through 100; and 0.25 EBU per unit for the remaining units.
Condominium/Town-home Units — Condominiums and town-homes tend to share attributes of both
single-family residential and multi-family residential properties and for this reason are identified as a
separate land use classification. Like most single-family residential properties, these properties are not
usually considered rental property and generally, the County assigns each unit a separate APN or
assessment number. However, condominiums and town-homes often have similarities to multi-family
residential properties in that they are generally zoned medium to high density and in some cases may
involve multiple units on a single APN. In consideration of these factors it has been determined that an
appropriate allocation of special benefit for condominiums, town-homes and similar residential properties
is best represented by an assignment of 0.75
EBU per unit regardless of whether each unit is assigned an individual APN or there are multiple units
assigned to an APN. (There is no adjustment for parcels with more than five units).
Planned-Residential Development — This land use is defined as any property for which a tentative or
final tract map has been filed and approved (a specific number of residential lots and units has been
identified) and the property is expected to be subdivided within the fiscal year or is part of the overall
improvement and development plan for the District. This land use classification often times involves more
than a single parcel (e.g. the approved tract map encompasses more than a single APN). Each parcel that
is part of the approved tract map shall be assessed proportionately for the proposed or estimated
residential type and units to be developed on that parcel as part of the approved tract map. Accordingly,
each parcel is assigned an appropriate number of benefit units that reflects the development of that
property at build-out. (The EBU assigned to each parcel shall represent the combination of single-family,
condominium, multi-family units to be developed).
Vacant Residential — This land use is defined as property currently zoned for residential development,
but a tentative or final tract map for the property has not yet been approved. Based upon the opinions of
professional appraisers who appraise market property values for real estate in California, the land
value portion of a property typically ranges from 20 to 30 percent of the total value of a developed
residential property (the average is about 25 percent). Although the assessed value of an individual
property is not a direct reflection of the property's special benefit, this general correlation between land
value and structure value does provide a reasonable basis for apportioning special benefit for vacant
residential properties. Utilizing this twenty-five percent (25%) apportionment and the number of single-
family residential units typically developed per acre of land (an average of 4 residential units per acre) an
Equivalent Benefit Unit of 1.0 EBU per acre (4 units per acre x 25%) is derived and presents an
appropriate apportionment of special benefit for vacant residential properties. Recognizing that the full
and timely utilization of vacant property is reduced as the size of the property increases, it has been
determined that the maximum EBU assigned to a vacant residential parcel shall not exceed 25.0 EBU
(parcels in excess of 25 acres are assigned 25.0 EBU). Parcels less than one acre, shall be assigned a
minimum of 1.0 EBU (similar to a vacant lot within a residential tract).
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report–City of Atascadero 5-3
Prepared by NBS–Fiscal Year 2012/13
Exempt Parcels — This land use identifies properties that are not assessed and are assigned 0.0 EBU.
This land use classification may include but is not limited to:
• Lots or parcels identified as public streets and other roadways (typically not assigned an APN
by the County);
• Dedicated public easements including open space areas, utility rights-of- way, greenbelts,
parkways, parks or other publicly owned properties that are part of the District improvements or
may provide other benefits to private properties within the District.;
• Private properties that cannot be developed independently from an adjacent property, such as
common areas, sliver parcels or bifurcated lots or properties with very restrictive development
use.
These types of parcels are considered to receive little or no benefit from the improvements and are
therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to
confirm the parcels current development status. Government owned properties or public properties are not
necessarily exempt properties and shall be subject to special benefit assessment unless it qualifies for an
exempt status.
Special Cases— In many districts where multiple land use classifications are involved, there are usually
one or more properties for which the standard land use classifications do not accurately identify the
special benefits received from the improvements. For example, a parcel may be identified as a Vacant
Residential property, however only a small percentage of the parcel's total acreage can actually be
developed. In this case, an appropriate calculation would be based on the net acreage that can be utilized
rather than the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unit calculations
previously outlined.
Equivalent Benefit
Property Type Units Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
0.75 Per Unit for the First 50 Units
Multi-family Residential 0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Condominium/Townhome Units 0.75 Per Unit
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
Planned Residential Development 0.75 Per Unit for the First 50 Units
0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Vacant Residential Land 1.00 Per Acre
Exempt Parcels 0.00 Per Parcel
The following formula is used to calculate each parcel's EBU (proportional benefit).
Parcel Type EBU x Acres or Units = Parcel EBU
The total number of Equivalent Benefit Units (EBU's) is the sum of the individual EBU's applied to parcels that
receive special benefit from the improvements. An assessment amount per EBU (Assessment Rate) for the
improvements is established by taking the total cost of the improvements and dividing that amount by the total
number of EBU's of the parcels benefiting from the improvements. This Rate is then applied back to each
parcel's individual EBU to determine the parcel's proportionate benefit and assessment obligation for the
improvements.
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report–City of Atascadero 5-4
Prepared by NBS–Fiscal Year 2012/13
Total Balance to Levy/Total EBU = Levy per EBU
Levy per EBU x Parcel EBU = Parcel Levy Amount
D. ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to the
passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in the Brown
Act defined a "new or increased assessment" to exclude certain conditions. These conditions included "any
assessment that does not exceed an assessment formula or range of assessments previously adopted by
the agency or approved by the voters in the area where the assessment is imposed." This definition and
conditions were later confirmed through Senate Bill 919 (Proposition 218 implementing legislation).
The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and
inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which
could add to the District costs and assessments. As part of the District formation, the notice and assessment
ballots presented to the property owners for approval included a maximum assessment amount for fiscal year
2005/2006 (initial maximum assessment), identification of the corresponding maximum assessment rate and a
summary of the Assessment Range Formula described herein.
The Assessment Range Formula for this District shall be applied to the future assessments and is generally
defined:
• If the proposed annual assessment (levy per EBU) for the upcoming fiscal year is less than or equal
to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not considered
an increased assessment.
• The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established for
fiscal year 2005/2006 adjusted annually by the greater of, three percent (3%) or the annual percentage
change in the Consumer Price Index (CPI) of "All Urban Consumers" for the San Francisco-Oakland-
San Jose Area from February to February.
Beginning with fiscal year 2006/2007 and each fiscal year thereafter, the Maximum Assessment Rate will be
recalculated and a new Maximum Assessment Rate established for the fiscal year utilizing the Assessment
Range Formula described above. The Maximum Assessment Rate shall be calculated independent of the
District's annual budget and proposed assessment. The annual percentage change in CPI shall be based on
available data provided by the U.S. Department of Labor; Bureau of Labor Statistics at the time the annual
Report is prepared. Should the Bureau of Labor Statistics revise such index or discontinue the
preparation of such index, the City shall use the revised index or comparable system as approved by the
City Council for determining fluctuations in the cost of living.
Any proposed annual assessment (rate per EBU) less than or equal to the calculated (adjusted) Maximum
Assessment Rate is not considered an increased assessment, even if the proposed assessment is
significantly greater than the assessment applied in the prior fiscal year. Likewise, modifications to the method
of apportionment that increase the proportional special benefit assigned to a particular land use classification
would be considered an increased assessment. Conversely, reductions in the proportional special benefit
assigned to a land use classifications is permitted. Changes in land use or size of an individual property
resulting in an assessment increase, is not considered an increased assessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided by
the preceding Assessment Range Formula, the City must comply with the provisions of the California
Constitution Article XIIID Section 4c, that requires a public hearing and certain protest procedures including
mailed notice of the public hearing and property owner protest balloting. Property owners through the
balloting process must approve a proposed new or increased assessment before such an assessment
may be imposed.
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 5-5
Prepared by NBS—Fiscal Year 2012/13
6. ASSESSMENT DIA GRA M
The parcels within the Street and Storm Drain Maintenance District No. 02 Las Lomas (Woodridge) consist of
the lots, parcels and subdivisions of land located in the residential development known as Las Lomas
(Woodridge), Tract 2525-1. The District covers approximately one hundred twenty-two acres (121.65 acres) in
the southeast portion of the City of Atascadero.
The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San Luis
Obispo County Assessor's information and identifies the parcels of land within the proposed District, as the
same existed at the time the District was formed. The combination of this map and the Assessment Roll
contained in this Report constitute the District Assessment Diagram.
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 6-1
Prepared by NBS—Fiscal Year 2012/13
ASSESSMENT DIAGRAM FOR
STREET AND STORM DRAIN MAINTENANCE DISTRICT NO. 2 LAS LOMAS(WOODRIDGE)
CITY OF ATASCADERO, COUNTY OF SAN LUIS OBISPO, STATE OF CALIFORNIA
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2011/2012 Storm Drain Maintenance District No. 2 Page 19 of 24
7. ASSESSMENT ROL L
Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented
herein and is based on available parcel maps and property data from the San Luis Obispo County Assessor's
Office at the time the Engineer's Report was prepared. A listing of the proposed lots and parcels to be
assessed within this District along with the assessment amounts is provided herein.
Non-assessable lots or parcels may include, but are not limited to public streets and other roadways (typically
not assigned an APN by the County); dedicated public easements, open space areas, right-of-ways, common
areas; landlocked parcels, small parcels vacated by the County, bifurcated lots, and any other property that
can not be developed or has little or no value. These types of parcels are considered to receive little or no
benefit from the improvements and are therefore exempted from assessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel
number for the fiscal year, a corrected parcel number and/or new parcel numbers will be identified and
resubmitted to the County Auditor/Controller. The assessment amount to be levied and collected for the
resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described
in this Report as approved by the City Council. Therefore, if a single parcel is subdivided to multiple parcels,
the assessment amount applied to each of the new parcels shall be recalculated and applied according to the
approved method of apportionment and assessment rate rather than a proportionate share of the original
assessment:
Street&Storm Drain District No. 02 Las Lomas(Woodridge) Engineer's Report—City of Atascadero 7-1
Prepared by NBS—Fiscal Year 2012/13
CITY OF ATASCADERO
Street and Storm Drain Maintenance District No. 02
Las Lomas (Woodridge)
Fiscal Year 2012/2013 Assessment Roll
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment(')
045-311-006 0 $ - $ -
045-311-007 0 - -
045-311-008 0 - -
045-311-009 0 - -
045-311-010 1 613.52 102.00
045-311-013 0 - -
045-311-014 17.77 10,902.25 1,812.54
045-311-015 24.83 15,233.70 2,532.66
045-311-016 19.90 12,209.05 2,029.80
045-312-001 1 613.52 102.00
045-312-002 1 613.52 102.00
045-312-003 1 613.52 102.00
045-312-004 1 613.52 102.00
045-312-005 1 613.52 102.00
045-312-006 1 613.52 102.00
045-312-007 1 613.52 102.00
045-312-008 1 613.52 102.00
045-312-009 1 613.52 102.00
045-312-010 1 613.52 102.00
045-312-011 1 613.52 102.00
045-312-012 1 613.52 102.00
045-312-013 1 613.52 102.00
045-312-014 1 613.52 102.00
045-312-015 1 613.52 102.00
045-312-016 1 613.52 102.00
045-312-017 1 613.52 102.00
045-312-018 1 613.52 102.00
045-312-019 1 613.52 102.00
045-312-020 1 613.52 102.00
045-312-021 1 613.52 102.00
045-312-022 1 613.52 102.00
045-312-023 1 613.52 102.00
045-312-024 1 613.52 102.00
045-312-025 1 613.52 102.00
045-312-026 1 613.52 102.00
045-312-027 1 613.52 102.00
045-312-028 1 613.52 102.00
045-312-029 1 613.52 102.00
045-312-030 1 613.52 102.00
045-312-031 1 613.52 102.00
045-312-032 1 613.52 102.00
045-312-033 1 613.52 102.00
045-312-034 1 613.52 102.00
045-312-035 1 613.52 102.00
045-312-036 1 613.52 102.00
Street and Storm Drain Maintenance District No. 02 Las Lomas(Woodridge)Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment(')
045-312-037 1 613.52 102.00
045-312-038 1 613.52 102.00
045-312-039 1 613.52 102.00
045-312-040 1 613.52 102.00
045-312-041 1 613.52 102.00
045-312-042 1 613.52 102.00
045-312-043 1 613.52 102.00
045-312-044 1 613.52 102.00
045-312-045 1 613.52 102.00
045-312-046 1 613.52 102.00
045-312-047 1 613.52 102.00
045-312-048 1 613.52 102.00
045-312-049 1 613.52 102.00
045-312-050 1 613.52 102.00
045-312-051 1 613.52 102.00
045-312-052 1 613.52 102.00
045-312-053 1 613.52 102.00
045-312-054 1 613.52 102.00
045-312-055 1 613.52 102.00
045-312-056 1 613.52 102.00
045-313-001 1 613.52 102.00
045-313-002 1 613.52 102.00
045-313-003 1 613.52 102.00
045-313-004 1 613.52 102.00
045-313-005 1 613.52 102.00
045-313-006 1 613.52 102.00
045-313-007 1 613.52 102.00
045-313-008 1 613.52 102.00
045-313-009 1 613.52 102.00
045-313-010 1 613.52 102.00
045-313-011 1 613.52 102.00
045-313-012 1 613.52 102.00
045-313-013 1 613.52 102.00
045-313-014 1 613.52 102.00
045-313-015 1 613.52 102.00
045-313-016 1 613.52 102.00
045-313-017 1 613.52 102.00
045-313-018 1 613.52 102.00
045-313-019 1 613.52 102.00
045-313-020 1 613.52 102.00
045-313-021 1 613.52 102.00
045-314-001 1 613.52 102.00
045-314-002 1 613.52 102.00
045-314-003 1 613.52 102.00
045-314-004 1 613.52 102.00
045-314-005 1 613.52 102.00
045-314-006 1 613.52 102.00
045-314-007 1 613.52 102.00
045-314-008 1 613.52 102.00
045-314-009 1 613.52 102.00
Street and Storm Drain Maintenance District No. 02 Las Lomas(Woodridge)Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment(')
045-314-010 1 613.52 102.00
045-314-011 1 613.52 102.00
045-314-012 1 613.52 102.00
045-314-013 1 613.52 102.00
045-314-014 1 613.52 102.00
045-314-015 1 613.52 102.00
045-314-016 1 613.52 102.00
045-314-017 1 613.52 102.00
045-314-018 1 613.52 102.00
045-314-019 1 613.52 102.00
045-314-020 1 613.52 102.00
045-314-021 1 613.52 102.00
045-314-022 1 613.52 102.00
045-314-023 1 613.52 102.00
045-314-024 1 613.52 102.00
045-314-025 1 613.52 102.00
045-314-026 1 613.52 102.00
045-314-027 1 613.52 102.00
045-314-028 1 613.52 102.00
045-314-029 1 613.52 102.00
045-314-030 1 613.52 102.00
045-314-031 1 613.52 102.00
045-314-032 1 613.52 102.00
045-314-033 1 613.52 102.00
045-315-001 1 613.52 102.00
045-315-002 1 613.52 102.00
045-315-003 1 613.52 102.00
045-315-004 1 613.52 102.00
045-315-005 1 613.52 102.00
045-315-006 1 613.52 102.00
045-315-007 1 613.52 102.00
045-315-008 1 613.52 102.00
045-315-009 1 613.52 102.00
045-315-010 1 613.52 102.00
045-315-011 1 613.52 102.00
045-315-012 1 613.52 102.00
045-315-013 1 613.52 102.00
045-315-014 1 613.52 102.00
045-315-015 1 613.52 102.00
045-315-016 1 613.52 102.00
045-315-017 1 613.52 102.00
045-315-018 1 613.52 102.00
045-315-019 1 613.52 102.00
045-315-020 1 613.52 102.00
045-315-021 1 613.52 102.00
045-315-022 1 613.52 102.00
045-315-023 1 613.52 102.00
045-315-024 1 613.52 102.00
045-315-025 1 613.52 102.00
045-315-026 1 613.52 102.00
Street and Storm Drain Maintenance District No. 02 Las Lomas(Woodridge)Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment(')
045-315-027 1 613.52 102.00
045-315-028 1 613.52 102.00
045-315-029 1 613.52 102.00
045-315-030 1 613.52 102.00
045-315-031 1 613.52 102.00
045-315-032 1 613.52 102.00
045-315-033 1 613.52 102.00
045-316-001 0 - -
045-316-002 0 - -
045-316-003 0 - -
045-316-004 0.75 460.14 76.50
045-316-005 0.75 460.14 76.50
045-316-006 0.75 460.14 76.50
045-316-007 0.75 460.14 76.50
045-316-008 0.75 460.14 76.50
045-316-009 0.75 460.14 76.50
045-316-010 0.75 460.14 76.50
045-316-011 0.75 460.14 76.50
045-316-012 0.75 460.14 76.50
045-316-013 0.75 460.14 76.50
045-316-014 0.75 460.14 76.50
045-316-015 0.75 460.14 76.50
045-316-016 0.75 460.14 76.50
045-316-017 0.75 460.14 76.50
045-316-018 0.75 460.14 76.50
045-316-019 0.75 460.14 76.50
045-316-020 0.75 460.14 76.50
045-316-021 0.75 460.14 76.50
045-316-022 0.75 460.14 76.50
045-316-023 0.75 460.14 76.50
045-316-024 0.75 460.14 76.50
045-316-025 0.75 460.14 76.50
045-316-026 0.75 460.14 76.50
045-316-027 0.75 460.14 76.50
045-316-028 0.75 460.14 76.50
045-316-029 0.75 460.14 76.50
045-316-030 0.75 460.14 76.50
045-316-031 0.75 460.14 76.50
045-316-032 0.75 460.14 76.50
045-316-033 0.75 460.14 76.50
045-316-034 0.75 460.14 76.50
045-316-035 0.75 460.14 76.50
045-316-036 0.75 460.14 76.50
045-316-037 0.75 460.14 76.50
045-316-038 0.75 460.14 76.50
Totals 232.75 $ 142,796.78 $ 23,740.50
(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 2012/13
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 5
DRAFT RESOLUTION D
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, INITIATING PROCEEDINGS FOR
ANNUAL LEVY OF ASSESSMENTS FOR THE ATASCADERO
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 02
(WOODRIDGE) FOR FISCAL YEAR 2012/2013 PURSUANT TO THE
PROVISIONS OF PART 2 OF DIVISION 15 OF THE CALIFORNIA
STREETS AND HIGHWAYS CODE.
The City Council of the City of Atascadero (hereafter referred to as "City Council") hereby finds,
determines,resolves and orders as follows:
WHEREAS, the City Council has, by previous Resolutions, formed the Atascadero
Landscaping and Lighting Maintenance District No. 02 (Woodridge) (hereafter referred to as
"District") pursuant to the provisions of 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") that provides for levy and collection of assessments by the
County of San Luis Obispo for the City of Atascadero to pay the maintenance and services of
lighting facilities, landscaping, and appurtenant facilities and operations related thereto; and,
WHEREAS, the District and the associated assessments are in compliance with the
provisions of California Constitution Article XIIID; and,
WHEREAS, the City Council has retained NBS for the purpose of assisting with the
Annual Levy of the District and to prepare and file a report with the City Clerk in accordance
with the Act;
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. Engineer's Annual Levy Report: The City Council hereby orders NBS to
prepare the Engineer's Annual Levy Report concerning the levy of assessments for the District in
accordance with Chapter 3, Section 22622 of the Act.
SECTION 2. Proposed Improvements and Any Substantial Changes in Existing
Improvements: The improvements within the District include the ongoing operation,
administration, maintenance, servicing and incidental expenses related to the dedicated landscape
areas, public street lighting and appurtenant facilities authorized pursuant to the Act that were
installed as part of property development and associated with the District. Said improvements may
include, but are not limited to the materials, equipment, utilities, labor, appurtenant facilities and
expenses necessary for the ongoing maintenance and operation of public street lighting as well as
landscaped parkways, medians, slopes, trails, park areas, drainage basins, open space areas and
other designated easements or right-of-ways constructed and installed as part of the development
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 5
plans and agreements approved for the development of each lot and parcel within the District. The
Engineer's Annual Levy Report describes any new improvements or substantial changes in existing
improvements.
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:
Bob Kelley, Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 6
DRAFT RESOLUTION E
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, FOR PRELIMINARY APPROVAL OF
THE ENGINEER'S ANNUAL LEVY REPORT FOR THE ATASCADERO
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 02
(WOODRIDGE) FOR FISCAL YEAR 2012/2013.
The City Council of the City of Atascadero (hereafter referred to as "City Council") does resolve
as follows:
WHEREAS, the City Council has, by previous Resolutions, ordered the preparation of
an Engineer's Annual Levy Report (hereafter referred to as the "Report") for the district known
and designated as the Atascadero Landscaping and Lighting Maintenance District No. 02
(Woodridge) (hereafter referred to as the "District") pursuant to the provisions of the
Landscaping and Lighting Act of 1972, Part 2 of Division of the Streets and Highways Code of
California, beginning with Section 22500 (hereafter referred to as the "Act"); and,
WHEREAS, the District and the associated assessments are in compliance with the
provisions of California Constitution Article XIIID; and,
WHEREAS, the City Council has now been presented with the Report as required by
Chapter 1, Article 4, Section 22566 of said Act; and,
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented and is preliminarily satisfied with the Report, each of the budget items and documents
as set forth therein and is satisfied on a preliminary basis that the proposed assessments have
been spread in accordance with the benefits received from the improvements, operation,
maintenance, and services to be performed within each benefit zone as set forth in said 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. That the presented Report consists of the following:
a. A Description of the Improvements
b. The Annual Budget(Costs and Expenses of Services, Operation, and Maintenance)
c. The Method of Apportionment that details the method of calculating each parcel's
proportional special benefits and annual assessment.
d. The District Roll containing the proposed assessment for each parcel within the
District for Fiscal Year 2012/2013.
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 6
SECTION 3. The Report is hereby approved on a preliminary basis and ordered to be
filed in the Office of the City Clerk as a permanent record and to remain open to public
inspection.
SECTION 4. That the City Clerk shall certify to the passage and adoption of this
Resolution, and the minutes of this meeting shall so reflect the presentation of the 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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 7
DRAFT RESOLUTION F
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, DECLARING ITS INTENTION TO LEVY
AND COLLECT ASSESSMENTS FOR THE ATASCADERO
LANDSCAPING AND LIGHTING MAINTENANCE DISTRICT NO. 02
(WOODRIDGE) FOR FISCAL YEAR 2012/2013.
The City Council of the City of Atascadero (hereafter referred to as "City Council") does resolve as
follows:
WHEREAS, The City Council has by previous Resolution initiated proceedings for fiscal
year 2012/2013 regarding the levy and collection of assessments for the Atascadero Landscaping
and Lighting District No. 02 (Woodridge) (hereafter referred to as the "District"). Pursuant to the
provisions of the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the California
Streets and Highways Code (commencing with section 22500) (hereafter referred to as the "Act"),
assessments for the District shall be levied and collected by the County of San Luis Obispo for the
City of Atascadero to pay the maintenance and services of the improvements and facilities related
thereto; and,
WHEREAS, the proposed District assessments for fiscal year 2012/2013 are less than or
equal to the maximum assessments previously approved in accordance with the requirements of the
California Constitution,Article X1II1); and,
WHEREAS, there has now been presented to this City Council an Engineer's Annual
Levy Report (hereafter referred to as the "Engineer's Report"), and said Engineer's Report has
been filed with the City Clerk in accordance with the Act; and,
WHEREAS, the City Council has examined and reviewed the Engineer's Report as
presented and is satisfied with the Report, each of the budget items and documents as set forth
therein and is satisfied that the proposed assessments contained therein, have been spread in
accordance with the benefits received from the improvements, operation, maintenance and
services to be performed within the District, as set forth in said Report.
NOW, THEREFORE BE IT RESOLVED,by the City Council of the City of Atascadero
pursuant to Chapter 3, Section 22624 of the Act, as follows:
SECTION 1. The above recitals are true and correct.
SECTION 2. The City Council hereby declares its intention to seek the annual levy and
collection of assessments within the District pursuant to the Act, over and including the lands, lots
and parcels within the District boundary. The City Council further declares its intention to levy and
collect assessments on such land to pay the annual costs and expenses of the improvements and
services described in Section 4 of this Resolution, for fiscal year 2012/2013.
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 7
SECTION 3. The boundaries of the District are described in the Engineer's Report and are
consistent with the boundary established and described in the original formation documents, on file
with the City Clerk, and incorporated herein by reference. The District is within the boundaries of
the City of Atascadero, within the County of San Luis Obispo, State of California and includes the
territory known as Woodridge and referred to as the"Atascadero Landscaping and Lighting District
No. 02".
SECTION 4. The improvements within the District include the ongoing maintenance,
operation and servicing of local landscaping and street lighting improvements established or
installed in connection with development of properties within the District. These improvements
generally include, but are not limited to the materials, equipment, utilities, labor, appurtenant
facilities and expenses necessary for the ongoing maintenance and operation of public street lighting
as well as landscaped parkways, medians, slopes, trails, park areas, drainage basins, open space
areas and other designated easements or right-of-ways constructed and installed as part of the
development plans and agreements approved for the development of each lot and parcel within the
District.
SECTION 5. The proposed assessments for fiscal year 2012/2013, as outlined in the
Engineer's Report, do not exceed the maximum assessment approved by the property owners
through a property owner balloting proceeding conducted in 2005. As such, the proposed
assessments do not constitute an increased assessment and do not require additional property owner
approval in accordance with the requirements of the California Constitution, Article XIIID.
SECTION 6. The City Council hereby declares its intention to conduct a Public Hearing
concerning the District and the levy of assessments in accordance with Chapter 3, Section 22626 of
the Act.
SECTION 7. Notice is hereby given that a Public Hearing on these matters will be held by
the City Council on Tuesday, June 12, 2012, at 6:00 p.m., at the City Council Chambers, 6907 El
Camino Real, Atascadero, California or as soon thereafter as feasible.
SECTION 8. The City Council hereby authorizes and directs the City Clerk to give notice
of the time and place of the Public Hearing to all property owners within the District pursuant to
Sections 22626, 22552 and 22553 of the Act and 6061 of the Government Code. The City Clerk
shall give notice to all property owners by: causing notice of the public hearing to be published in
the local newspaper one time at least 10 days prior to the Public Hearing; and,posting a copy of this
resolution on the official bulletin board(s)customarily used for posting such notices.
ITEM NUMBER: A- 5
DATE: 05/08/12
Attachment 7
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C.,
City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
helping communities
fund tomorrow
City of Atascadero
Annual Engineer's Report
Landscaping and Lighting District No. 02
Las Lomas (Woodridge)
Fiscal Year 2012/13
Main Office
32605 Temecula Parkway, Suite 100
Temecula, CA 92592
Toll free: 800.676.7516 Fax: 951.296.1998
Regional Office
870 Market Street, Suite 1223
San Francisco, CA 94102
Toll free: 800.434.8349 Fax: 415.391.8439
CITY OF ATASCADERO
Landscaping & Lighting District No. 02
Las Lomas (Woodridge)
6907 EI Camino Real
Atascadero, CA 93422
Phone — (805) 461-5000
Fax — (805) 461-7612
CITY COUNCIL
Bob Kelley, Mayor
Tom O'Malley, Mayor Pro Tem
Brian Sturtevant, Council Member
Jerry Clay, Sr., Council Member
Roberta Fonzi, Council Member
AGENCY STAFF
Wade G. McKinney, City Manager
James R. Lewis, Assistant City Manager
Rachelle Rickard, Administrative Services Director
Jeri Rangel, Assistant Administrative Services Director
NBS
Danielle Wood, Client Services Director
Adina Vazquez, Senior Consultant
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 ...... 3-1
C. DESCRIPTION OF IMPROVEMENTS AND SERVICES.............................. 3-2
4. ESTIMATE OF COSTS 4-1
5. METHOD OF ASSESSMENT 5-1
A. GENERAL.................................................................................................... 5-1
B. BENEFIT ANALYSIS.................................................................................... 5-1
C. ASSESSMENT METHODOLOGY................................................................ 5-3
D. ASSESSMENT RANGE FORMULA............................................................. 5-6
6. ASSESSMENT DIAGRAM 6-1
7. ASSESSMENT ROLL 7-1
Landscaping &Lighting District No. 02 Las Lomas(Woodridge) Engineer's Report—City of AtascaderoTable of Contents
Prepared by NBS—Fiscal Year 2012/13
1. ENGINEER'S LETTER
WHEREAS, on March 24, 2005 by Resolution No. 2005-051, the City Council of the City of
Atascadero (the "City"), State of California, in accordance with and pursuant to the Landscape and
Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing
with Section 22500 (the "1972 Act") established the City of Atascadero Landscaping and Lighting
District No. 02 Las Lomas (Woodridge) (the "District"); and
WHEREAS, on May 8, 2012, the City Council, under the 1972 Act, adopted its Resolution Initiating
Proceedings for the Annual Levy of Assessments and Ordering the Preparation of an Engineer's
Report for the District; and
WHEREAS, the Resolution Initiating Proceedings directed NBS to prepare and file a report describing
the general nature, location, and extent of the improvements to be maintained; an estimate of the
costs of the maintenance, operations, and servicing of the improvements for the District for the
referenced fiscal year; a diagram for the District, showing the area and properties to be assessed; and
an assessment of the estimated costs of the administration, maintenance, operations, and servicing
the improvements, assessing the net amount upon all assessable lots and/or parcels within the
District in proportion to the special benefit received.
NOW THEREFORE, the assessments as detailed in this Engineer's Report and as summarized in the
table below are made to cover the portion of the estimated costs of maintenance, operation and
servicing of the improvements to be paid by the assessable real property within the District in
proportion to the special benefit received. The following table summarizes the proposed assessment
for Fiscal Year 2012/13:
FY 2012/13 Budget Summary
2012/13 Total Proposed
Total Costs Not Proposed Benefit Maximum Rate Per
Description Costs Assessed Assessment Units Rate BU
Annual Maintenance $80,050 $2,068 $78,303
Administration 6,184 0 6,184
Levy Adjustments 4,583 2,068 2,836
Total 1 $81,652 $0 $81,6521 232.75 $1,523.56 $350.81
I, the undersigned, respectfully submit the enclosed Engineer's Report and, to the best of my
knowledge, information, and belief, the Engineer's Report, Assessments, and the Assessment
Diagram herein have been prepared, computed, and levied in accordance with the assessment
methodology adopted, approved, and ordered by the City Council of the City of Atascadero and the
1972 Act.
NBS
Landscaping & Lighting District No. 02 Las Lomas(Woodridge)Engineer's Report—City of Atascadero 1-1
Prepared by NBS—Fiscal Year 2012/13
2. EXECUTIVE SUMMARY
Pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Part 2 of Division 15 of
the California Streets and Highways Code, commencing with Section 22500 (hereafter referred to as
the "1972 Act"), and in compliance with the substantive and procedural requirements of the California
State Constitution Article XIIID (hereafter referred to as "Article XIIID"), the City Council of the City of
Atascadero, County of San Luis Obispo, State of California (hereafter referred to as "City"), executed
the proceedings required for the establishment of the special benefit assessment district designated
as:
Landscaping and Lighting District No. 02 Las Lomas (Woodridge)
(hereafter referred to as the "District"), which includes the lots and parcels of land within the residential
subdivision known as Las Lomas (Woodridge), Tract 2525-1 within the City limits of the City. This
Engineer's Report (hereafter referred to as the "Report") has been prepared in connection with the
levy and collection of annual assessments related thereto for fiscal year 2012/2013, as required
pursuant to Chapter 1, Article 4 of the 1972 Act.
The City Council formed the District, and provided for the levy and collection of annual assessments
on the County tax rolls to provide ongoing funding for the costs and expenses required to service and
maintain the landscaping and lighting improvements associated with and resulting from the
development of properties within the District. The improvements to be provided by the District and the
assessments described herein are made pursuant to the 1972 Act and the substantive and procedural
provisions of Article XIIID.
This Report describes the District, the improvements, and the proposed assessments to be levied
against properties in connection with the special benefits the properties will receive from the
maintenance and servicing of the District improvements. The annual assessments will provide a
funding source for the continued operation and maintenance of public landscaping and lighting
improvements installed in connection with the development of properties within the District.
The improvements and assessments described in this Report are based on the planned development
of properties within the District and represent an estimate of the direct expenditures, incidental
expenses, and fund balances that will be necessary to maintain and service the improvements. The
boundaries of the District, the proposed improvements, the method of apportionment, and
assessments described herein are based on current development plans and specifications for Tract
2525-1; and by reference these plans and specifications are made part of this Report.
The word "parcel," for the purposes of this Report, refers to an individual property assigned its own
Assessor's Parcel Number (APN) by the San Luis Obispo County Assessor's Office. The San Luis
Obispo County Auditor/Controller uses Assessor's Parcel Numbers and specific Fund Numbers to
identify properties to be assessed on the tax roll for the special benefit assessments.
As part of the District formation, the City of Atascadero conducted a Property Owner Protest Ballot
proceeding for the proposed levy of a new assessment pursuant to the provisions of the California
Constitution, Article XIIID Section 4. In conjunction with this ballot proceeding, the City Council
conducted a noticed public hearing on May 24, 2005 to consider public testimonies, comments and
written protests regarding the formation of the District and levy of assessments. Upon conclusion of
the public hearing, property owner protest ballots received were opened and tabulated to determine
whether majority protest existed (ballots were weighted based on assessment amounts), and by
resolution the City Council confirmed the results of the ballot tabulation. Tabulation of the ballots
indicated that majority protest did not exist for the proposed assessments and the assessment range
formula presented and described herein, the City Council approved the Report (as submitted or
amended), ordered the formation of the District, and approved the levy and collection of assessments.
Landscaping & Lighting District No. 02 Las Lomas(Woodridge)Engineer's Report—City of Atascadero 2-1
Prepared by NBS—Fiscal Year 2012/13
The assessments for fiscal year 2005/2006 were submitted to the San Luis Obispo County
Auditor/Controller for inclusion on the property tax roll for each parcel.
Each subsequent fiscal year, an Engineer's Report shall be prepared and presented to the City
Council describing the District any changes to the District or improvements and the proposed budget
and assessments for that fiscal year and the City Council shall hold a noticed public hearing regarding
these matters prior to approving and ordering the proposed levy of assessments. If the proposed
assessments for the District exceed the maximum assessment described herein (as approved by the
property owners), the new or increased assessment must be confirmed through another property
owner protest ballot proceeding before such an assessment may be imposed. It should be noted that
an increased assessment to an individual property resulting from changes in development or land use
does not constitute an increased assessment.
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3. PLA NS A ND SPECIFI CA TIONS
A. DESCRIPTION OF THE DISTRICT
The territory within the District consists of the lots, parcels and subdivisions of land within the
proposed residential subdivision known as the Las Lomas (Woodridge), Tract 2525-1, which
encompasses an area of land totaling approximately one hundred twenty-two acres (121.65 acres).
This residential subdivision is planned to include one hundred forty-four (144) single-family
residential units; thirty-five (35) condominium/senior housing units; and a single one hundred (100)
unit multi-family residential project at build-out. Due to parcel splits the multi-family residential
project is spread over three parcels. The planned subdivision is situated in the southeast portion of
the City of Atascadero and is generally located:
• South and east of Halcon Road;
• East of Highway 101 and EI 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 associated
assessments may include one or more of the following:
1) The installation or planting of landscaping;
2) The installation or construction of statuary, fountains, and other ornamental structures and
facilities;
3) The installation or construction of public lighting facilities including, but not limited to street
lights and traffic signals;
4) The installation or construction of any facilities which are appurtenant to any of the
foregoing or which are necessary or convenient for the maintenance or servicing thereof;
5) The installation of park or recreational improvements, including, but not limited to, all of the
following:
a) Land preparation, such as grading, leveling, cutting and filling, sod, landscaping,
irrigation systems, sidewalks, and drainage.
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;
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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 local
landscaping and street lighting improvements established or installed in connection with
development of properties within the District. The improvements may consist of all or a portion of
the public landscaped areas, street lighting and appurtenant facilities within and adjacent to the District
(Tract 2525-1). These improvements generally include, but are not limited to the materials, equipment,
utilities, labor, appurtenant facilities and expenses necessary for the ongoing maintenance and
operation of public street lighting as well as landscaped parkways, medians, slopes, trails, park areas,
drainage basins, open space areas and other designated easements or right-of-ways constructed and
installed as part of the development plans and agreements approved for the development of each lot
and parcel within the District. The improvements to be maintained and funded entirely or partially
through the District assessments are generally described as:
• Streetscape landscaping including street trees located on the perimeter of the development and
interior streets of Tract 2525-1 that are within the public right-of-ways or easements and
dedicated to the City for maintenance;
• Open space areas and fuel modification areas within or adjacent to the District boundaries;
• Park areas, recreational equipment, trails and landscaped drainage facilities developed and
constructed as part of developing properties within Tract 2525-1;
• Public lighting facilities including street lighting, safety lighting and ornamental lighting installed
as part of the residential development or landscaped improvement areas;
• Appurtenant facilities, equipment, materials and utilities related to the aforementioned
improvements;
• Specifically not included as District improvements are those improvements located on private
property, improvements and facilities that may be provided or maintained by an agency other
than the City; improvements and facilities that may be provide by another assessment or tax
levied by the City or any improvement provided and maintained by a Homeowner's Association
or similar entity.
Detailed maps and descriptions of the location and extent of the specific improvements to be
maintained by the District are on file in the Office of Public Works and by reference are made part
of this Report. Those portions of the District improvements that may be identified as general
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benefit or will be funded in whole or in part by other revenue sources as part of the approved
development agreements, will not be included as part of the District assessments. The net annual cost
to provide and maintain the improvements determined to be of special benefit shall be allocated to
each property in proportion to the special benefits received.
Landscape Improvements
The landscape improvements for the District may include, but are not limited to turf, ground cover,
shrubs and plants, trees, irrigation and drainage systems, ornamental lighting, masonry walls or other
fencing, hardscape improvements, monuments, and associated appurtenant facilities located within the
landscape easements or public right-of-ways. Specifically the landscape improvement areas for this
District are identified as:
• Approximately 34,420 square feet of streetscape landscaping and trees within the public right-
of-ways along or adjacent to Halcon Road, Calle Milano, Via Cielo and Eliano Street including
but not limited to approximately 27,200 square feet of parkway landscaping and 7,220 square
feet of median landscaping;
• Approximately 220,850 square feet (5.07 acres) of landscaped slope areas within the District
boundaries and adjacent to the residential properties, open space areas, drainage basins and
streets of Tract 2525-1;
• Approximately 175,550 square feet (4.03 acres) of landscaped area in and around the two (2)
drainage basins within Tract 2525-1;
• Approximately 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 of
the 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 Tract
2525-1 including but not limited to Calle Milano, Via Cielo, Eliano Street, Avion Road, Azor Lane
and Alcotan Lane;
• Approximately 1,910 square feet of paths and trails, 45,265 square feet sidewalks and 6,100
linear feet of fencing within and adjacent to the various landscape improvement areas.
Public Lighting Improvements
The lighting improvements may include but are not limited to the cost of providing electrical energy and
servicing of lighting fixtures, poles, meters, conduits, electrical cable and associated appurtenant
facilities associated with:
• There are five (5) public streetlights currently planned for Tract 2525-1. These streetlights are
located on Calle Milano between Halcon Road and Eliano Street (The entryway to the
residential properties within the District);
• Lighting facilities may also include but are not limited to safety lights, security lights or
ornamental lights located within the various landscape improvement areas installed as part of
the District's landscape improvements.
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4. ESTIMATE OF COSTS
Costs Not Fiscal Year
BUDGET Total Budget Assessed 2012/2013
DIRECT COSTS
Annual Maintenance
Landscape Services $43,740 $1,747 $41,993
Landscape Supplies 1,100 - 1,100
Landscape Utilities 6,880 - 6,880
City Landscape Services 23,890 - 23,890
Special Projects 4,440 - 4,440
Total Annual Direct Costs $80,050 $1,747 $78,303
ADMINISTRATION EXEPNSES
Annual Administration Expenses
City Annual Administration $620 $ - $620
Engineer's Report&Services 4,720 - 4,720
County Administration Fee 364 - 364
Public Noticing 480 - 480
Total Annual Administration Costs $6,184 $- $6,184
TOTAL DIRECT&ADMINISTRATION COSTS $86,234 $1,747 $84,487
CAPITAL RESERVE COLLECTIONS/(USES)
Landscape Rehabilitation/Replacement $3,128 $- $3,128
Median Rehabilitation/Replacement 138 - 138
Open Space Rehabilitation/Replacement 1,284 321 963
Tree Rehabilitation/Replacement 5,806 - 5,806
Slope Rehabilitation/Replacement 3,754 - 3,754
Other Rehabilitation/Replacement 741 - 741
Use of Reserves - - -
Total Annual Capital Reserve Collections/(Uses) $14,851 $321 $14,530
LEVY ADJUSTMENTS
Interest Income-Improvement Fund $(908) $- $(908)
Interest Income-Operating Reserve Fund 2,043 110 1,933
Operating Reserve Fund Collection (Use) (16,483) (1,958) (14,525)
Total Levy Adjustments $(19,434) $(2,068) $(17,366)
BALANCE TO LEVY $81,652 $- $81,652
DISTRICT STATISTICS
Total Parcels 190
Parcels Levied 182
Total EBU 232.75
Levy per EBU $350.81
Maximum Levy per EBU $1,523.56
FUND BALANCE INFORMATION
Beginning Operating Reserve Balance $9,339 $142,335
Operational Reserve Interest 110 1,933
Operational Reserve Collection (Use) (2,068) (17,366)
Estimated Ending Operating Reserve Balance $7,381 $126,902
Beginning Improvement Fund Balance $45,221
Improvement Fund Interest 908
Improvement Fund Collection (Use) 14,851
Estimated Ending Improvement Fund Balance $60,980
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5. METHOD OF ASSESSMENT
A. GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of
providing certain public improvements, which include the construction, maintenance, and servicing of
public lights, landscaping and appurtenant facilities. The 1972 Act further requires that the cost of
these improvements be levied according to benefit rather than assessed value:
"The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefits to be received by each
such lot or parcel from the improvements."
The method of apportionment described in this Report for allocation of special benefit assessments
utilizes commonly accepted engineering practices and have been established pursuant to the 1972 Act
and the provisions of Article XIIID. The formulas used for calculating assessments reflects the
composition of parcels within the District and the improvements and services provided, to fairly
apportion the costs based on the special benefits to each parcel.
B. BENEFIT ANALYSIS
Each of the proposed improvements, the associated costs and assessments have been carefully
reviewed, identified and allocated based on special benefit pursuant to the provisions of the 1972 Act
and Article XIIID. The improvements provided by this District and for which properties will be assessed
have been identified as necessary, required and/or desired for the orderly development of the
properties within the District to their full potential, consistent with the development plans and applicable
portions of the City General Plan. As such, these improvements would be necessary and required of
individual property owners for the development of such properties and the ongoing operation, servicing
and maintenance of these improvements would be the financial obligation of those properties.
Therefore, the improvements and the annual costs of ensuring the maintenance and operation of the
improvements are a distinct and special benefit to the properties within the District. Any improvement
or portion thereof that is considered to be of general benefit shall be funded by other revenue sources
and not included as part of the special benefit assessments allocated to properties within the District.
Special Benefit
The method of apportionment (method of assessment) established herein is based on the premise that
each assessed parcel within the District receives special benefits from the improvements and the
desirability and security of those properties is enhanced by the presence of public lighting and well-
maintained landscaping in close proximity to those properties.
The special benefits associated with landscape improvements are specifically:
• Enhanced desirability of properties through association with the improvements.
• Improved aesthetic appeal of properties providing a positive representation of the area and
properties.
• Enhanced adaptation of the urban environment within the natural environment from adequate
green space and landscaping.
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• Environmental enhancement through improved erosion resistance, dust and debris control,
and fire prevention.
• Increased sense of pride in ownership of property within the District resulting from well-
maintained improvements associated with the properties.
• Enhanced quality of life through well-maintained green space and landscaped areas.
• Reduced criminal activity and property-related crimes (especially vandalism) against properties
in the District through well-maintained surroundings and amenities including abatement of
graffiti.
• Enhanced environmental quality of the parcels by moderating temperatures, providing
oxygenation and attenuating noise.
The special benefits of street lighting and other public lighting facilities are the convenience, safety, and
security of property, improvements, and goods. Specifically:
• Enhanced deterrence of crime and the aid to police protection.
• Increased nighttime safety on roads, streets and public areas.
• Improved ability of pedestrians and motorists to see.
• Improved ingress and egress to property.
• Reduced vandalism and other criminal act and damage to improvements or property.
• Improved traffic circulation and reduced nighttime accidents and personal property loss.
The preceding special benefits contribute to the esthetic value and desirability of each of the assessed
parcels within the District and thereby provide a special enhancement of the properties. Furthermore, it
has been determined that the lack of funding to properly service and maintain the District
improvements would have a negative impact on the properties within the District.
General Benefit
In reviewing each of the District improvements, the proximity of those improvements to both properties
within the District and those outside the District as well as the reasons for installing and constructing
such improvements, it is evident that the improvements are solely the result of developing
properties within the District and the ongoing maintenance and operation of these improvements will
directly effect the properties within the District. Although the improvements include public areas,
easements, right-of-ways and other amenities available or visible to the public at large, the construction
and installation of these improvements (except portions of the open space areas) were only necessary
for the development of properties within the District and were not required nor necessarily desired by
any properties or developments outside the District boundary and any public access or use of the
improvements by others is incidental. Therefore, it has been determined that the improvements and
the ongoing maintenance, servicing and operation of those improvements provide no measurable
general benefit to properties outside the District or to the public at large, but clearly provide distinct and
special benefits to properties within the District. With respect to the open space areas, these areas are
an integral part of property development within the District and clearly provide a direct and special benefit
those properties. However, it is also recognized that the majority of this open space area is located on
the perimeter of the District and is directly accessible from surrounding properties and the public at large.
Therefore it has been determined that up to twenty-five percent (25%) of the costs to maintain this area
shall be allocated as general benefit and not assessed as part of the District's special benefit
assessments.
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C. ASSESSMENT METHODOLOGY
The method of apportionment for the District calculates the receipt of special benefit from the
respective improvements based on the actual or proposed land use of the parcels within the District.
The special benefit received by each lot or parcel is equated to the overall land use of parcels within
the District based on the parcel's actual land use or proposed development.
The costs associated with the improvements shall be fairly distributed among the parcels based upon
the special benefit received by each parcel. Additionally, in compliance with the Article XIIID Section 4,
each parcel's assessment may not exceed the reasonable cost of the proportional special benefit
conferred to that parcel. The benefit formula used to determine the assessment obligation is therefore
based upon both the improvements that benefit the parcels within the District as well as the proposed
land use of each property as compared to other parcels that benefit from those specific improvements.
To identify and determine the special benefit to be received by each parcel and their proportionate
share of the improvement costs it is necessary to consider the entire scope of the planned
improvements as well as individual property development within the District. Upon review of the
proposed improvements it has been determined that each of the residential parcels within the District
receives special benefits from the improvements to be funded by annual assessments and based on
the planned property development a single zone of benefit is appropriate for the allocation of the
assessments and proportional benefit.
Equivalent Benefit Units:
To assess benefits equitably it is necessary to relate each property's proportional special benefits to
the special benefits of the other properties within the District. The method of apportionment established
for most districts formed under the 1972 Act utilizes a weighted method of apportionment known as an
Equivalent Benefit Unit methodology that uses the single-family home site as the basic unit of
assessment. A single-family home site equals one Equivalent Benefit Unit (EBU) and the other land
uses are converted to a weighted EBU based on an assessment formula that equates the property's
specific development status, type of development (land use), and size of the property, as compared to
a single-family home site.
Although the Equivalent Benefit Unit method of apportioning special benefit is most commonly used
and applied to districts that have a wide range of land use classifications (residential and non-
residential use), this District is comprised of only residential properties and the following
apportionment analysis of special benefit addresses only residential land uses. Not all land use
types described in the following are necessarily applicable to the development of properties within this
District, but are presented for comparison purposes to support the proportional special benefit applied
to those land use types within the District.
Single-family Residential — This land use is defined as a fully subdivided residential home site
with or without a structure. This land use is assessed 1.00 EBU per lot or parcel. This is the
base value that the other properties are compared and weighted against regarding special benefit.
Multi-family Residential — This land use is defined as a fully subdivided residential parcel that has
more than one residential unit developed on the property. (This land use typically includes
apartments, duplexes, triplex etc., but does not generally include condominiums, town-homes or
mobile home parks). Based on average population densities and size of the structure as compared
to a typical single-family residential unit, multi-family residential parcels shall be proportionately
assessed for the parcel's total number of residential units utilizing a sliding benefit scale. Although
multi-family properties typically receive similar benefits to that of a single-family residential, it would
not be reasonable to conclude that on a per unit basis, the benefits are equal. Studies have
consistently shown that the average multi-family unit impacts infrastructure approximately 75% as
much as a single-family residence (Sample Sources: Institute of Transportation Engineers
Informational Report Trip Generation, Fifth Edition; Metcalf and Eddy, Wastewater Engineering
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Treatment, Disposal, Reuse, Third Edition). These various studies indicate that most public
improvements and infrastructure are utilized and impacted at reduced levels by multi-family
residential units and a similar reduction in proportional benefit is appropriate. Furthermore, it is also
reasonable to conclude that as the density (number of units) increases the proportional benefit per
unit tends to decline because the unit size and people per unit usually decreases. Based on these
considerations and the improvements provided by this District, an appropriate allocation of special
benefit for multi-family residential properties as compared to a single- family residential is best
represented by the following special benefit assignment: 0.75 EBU per unit for the first 50 units;
0.50 EBU per unit for units 51 through 100; and 0.25 EBU per unit for remaining units.
Condominium/Town-home Units — Condominiums and town-homes tend to share attributes of
both single-family residential and multi-family residential properties and for this reason are identified
as a separate land use classification. Like most single-family residential properties, these properties
are not usually considered rental property and generally, the County assigns each unit a separate
APN or assessment number. However, condominiums and town-homes often have similarities to
multi-family residential properties in that they are generally zoned medium to high density and in
some cases may involve multiple units on a single APN. In consideration of these factors it has been
determined that an appropriate allocation of special benefit for condominiums, town-homes and
similar residential properties is best represented by an assignment of 0.75 EBU per unit regardless
of whether each unit is assigned an individual APN or there are multiple units assigned to an APN.
(There is no adjustment for parcels with more than five units).
Planned-Residential Development— This land use is defined as any property for which a tentative
or final tract map has been filed and approved (a specific number of residential lots and units has
been identified) and the property is expected to be subdivided within the fiscal year or is part of the
overall improvement and development plan for the District. This land use classification often times
involves more than a single parcel (e.g. the approved tract map encompasses more than a single
APN). Each parcel that is part of the approved tract map shall be assessed proportionately for the
proposed or estimated residential type and units to be developed on that parcel as part of the
approved tract map. Accordingly, each parcel is assigned an appropriate number of benefit units that
reflects the development of that property at build-out. (The EBU assigned to each parcel shall
represent the combination of single-family, condominium, multi-family units to be developed).
Vacant Residential — This land use is defined as property currently zoned for residential
development, but a tentative or final tract map for the property has not yet been approved. Based
upon the opinions of professional appraisers who appraise market property values for real estate
in California, the land value portion of a property typically ranges from 20 to 30 percent of the total
value of a developed residential property (the average is about 25 percent). Although the assessed
value of an individual property is not a direct reflection of the property's special benefit, this general
correlation between land value and structure value does provide a reasonable basis for apportioning
special benefit for vacant residential properties. Utilizing this twenty-five percent (25%) apportionment
and the number of single-family residential units typically developed per acre of land (an average of
4 residential units per acre) an Equivalent Benefit Unit of 1.00 EBU per acre (4 units per acre x
25%) is derived and presents an appropriate apportionment of special benefit for vacant residential
properties. Recognizing that the full and timely utilization of vacant property is reduced as the size of
the property increases, it has been determined that the maximum EBU assigned to a vacant
residential parcel shall not exceed 25.00 EBU (parcels in excess of 25 acres are assigned 25.00
EBU). Parcels less than one acre, shall be assigned a minimum of 1.00 EBU (similar to a vacant lot
within a residential tract).
Exempt Parcels — This land use identifies properties that are not assessed and are assigned 0.00
EBU. This land use classification may include but is not limited to:
• Lots or parcels identified as public streets and other roadways (typically not assigned an
APN by the County);
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• Dedicated public easements including open space areas, utility rights-of- way, greenbelts,
parkways, parks or other publicly owned properties that are part of the District improvements or
may provide other benefits to private properties within the District;
• Private properties that cannot be developed independently from an adjacent property, such as
common areas, sliver parcels or bifurcated lots or properties with very restrictive development
use;
These types of parcels are considered to receive little or no benefit from the improvements and are
therefore exempted from assessment, but shall be reviewed annually by the assessment engineer to
confirm the parcels' current development status. Government owned properties or public properties
are not necessarily exempt properties and shall be subject to special benefit assessment unless it
qualifies for an exempt status.
Special Cases — In many districts where multiple land use classifications are involved, there are
usually one or more properties for which the standard land use classifications do not accurately
identify the special benefits received from the improvements. For example, a parcel may be
identified as a Vacant Residential property, however only a small percentage of the parcel's total
acreage can actually be developed. In this case, an appropriate calculation would be based on the
net acreage that can be utilized rather than the gross acreage of the parcel.
The following table provides a summary of land use classifications and the Equivalent Benefit Unit
calculations previously outlined.
Equivalent
Property Type Benefit Units Multiplier
Single-family Residential 1.00 Per Unit/Lot/Parcel
0.75 Per Unit for the First 50 Units
Multi-family Residential 0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Condominium/Townhome Units 0.75 Per Unit
1.00 Per Planned SF Residential Lot
0.75 Per Planned Condominium
Planned Residential Development 0.75 Per Unit for the First 50 Units
0.50 Per Unit for Units 51-100
0.25 Per Unit for all Remaining Units
Vacant Residential Land 1.00 Per Acre
Exempt Parcels 0.00 Per Parcel
The following formula is used to calculate each parcel's EBU (proportional benefit).
Parcel Type EBU x Acres or Units = Parcel EBU
The total number of Equivalent Benefit Units (EBU's) is the sum of the individual EBU's applied to
parcels that receive special benefit from the improvements. An assessment amount per EBU
(Assessment Rate) for the improvements is established by taking the total cost of the improvements
and dividing that amount by the total number of EBU's of the parcels benefiting from the improvements.
This Rate is then applied back to each parcel's individual EBU to determine the parcel's proportionate
benefit and assessment obligation for the improvements.
Total Balance to Levy/Total EBU = Levy per EBU
Levy per EBU x Parcel EBU = Parcel Levy Amount
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D. ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to
the passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in
the Brown Act defined a "new or increased assessment" to exclude certain conditions. These
conditions included "any assessment that does not exceed an assessment formula or range of
assessments previously adopted by the agency or approved by the voters in the area where the
assessment is imposed." This definition and conditions were later confirmed through Senate Bill 919
(Proposition 218 implementing legislation).
The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and
inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures,
which could add to the District costs and assessments. As part of the District formation, the notice and
assessment ballots presented to the property owners for approval included a maximum assessment
amount for fiscal year 2005/2006 (initial maximum assessment), identification of the corresponding
maximum assessment rate and a summary of the Assessment Range Formula described herein.
The Assessment Range Formula for this District shall be applied to future assessments and is
generally defined:
• If the proposed annual assessment (levy per EBU) for the upcoming fiscal year is less than or
equal to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not
considered an increased assessment.
• The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established
for fiscal year 2005/2006 adjusted annually by the greater of, three percent (3%) or the
annual percentage change in the Consumer Price Index (CPI) of"All Urban Consumers" for the
San Francisco-Oakland-San Jose Area from February to February. The Maximum Assessment
rate was increased by 3.0%for fiscal year 2012/2013.
Beginning with the second fiscal year (fiscal year 2006/2007) and each fiscal year thereafter, the
Maximum Assessment Rate is recalculated and a new Maximum Assessment Rate is established for
the fiscal year utilizing the Assessment Range Formula described above. The Maximum Assessment
Rate shall be calculated independent of the District's annual budget and proposed assessment. The
annual percentage change in CPI shall be based on available data provided by the U.S. Department of
Labor; Bureau of Labor Statistics at the time the annual Report is prepared. Should the Bureau of
Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the
revised index or comparable system as approved by the City Council for determining fluctuations in
the cost of living.
Any proposed annual assessment (rate per EBU) less than or equal to the calculated (adjusted)
Maximum Assessment Rate is not considered an increased assessment, even if the proposed
assessment is significantly greater than the assessment applied in the prior fiscal year. Likewise,
modifications to the method of apportionment that increase the proportional special benefit assigned
to a particular land use classification would be considered an increased assessment. Conversely,
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 not
considered an increased assessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided by
the preceding Assessment Range Formula, the City must comply with the provisions of Article XIIID
Section 4c, that requires a public hearing and certain protest procedures including mailed notice of the
public hearing and property owner protest balloting. Property owners through the balloting process
must approve a proposed new or increased assessment before such an assessment may be imposed.
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6. ASSESSMENT DIA GRA M
The parcels within the Landscaping and Lighting District No. 02 Las Lomas (Woodridge) consist of the
lots, parcels and subdivisions of land located in the planned residential development known as Las
Lomas (Woodridge), Tract 2525-1. The District covers approximately one hundred twenty-two acres
(121.65 acres) in the southeast portion of the City of Atascadero.
The following District Diagram is based on the San Luis Obispo County Assessor's Maps and the San
Luis Obispo County Assessor's information and identifies the original parcels of land within the
proposed District. The combination of this map and the Assessment Roll contained in this Report
constitute the District Assessment Diagram. The maximum assessment rate, assessment range
formula and the proposed assessment amount for each of the existing parcels within the District as
described herein, was presented to the property owners of record and approved in accordance with the
provisions of the California Constitution.
Landscaping & Lighting District No. 02 Las Lomas(Woodridge)Engineer's Report—City of Atascadero 6-1
Prepared by NBS—Fiscal Year 2012/13
ASSESSMENT DIAGRAM FOR
LANDSCAPE AND LIGHTING DISTRICT NO.2 LAS LOMAS (WOODRIDGE)
CITY OF ATASCADERO, COUNTY OF SAN LUIS OBISPO, STATE OF CALIFORNIA
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BOUNDARY MAP OF
LANDSCAFING AND UGHTING DISTRICT NO. 02 (WOODRIDGE)
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2011/2012 L&L No. 2 Page 19 of 24
7. ASSESSMENT ROL L
Parcel identification for each lot or parcel within the District is based on the Assessment
Diagram presented herein and is based on available parcel maps and property data from the San Luis
Obispo County Assessor's Office at the time the Engineer's Report was prepared. A listing of the lots
and parcels to be assessed within this District along with the assessment amounts is provided herein.
Non-assessable lots or parcels may include, but are not limited to public streets and other roadways
(typically not assigned an APN by the County); dedicated public easements, open space areas, right-
of-ways, common areas; landlocked parcels, small parcels vacated by the County, bifurcated lots, and
any other property that can not be developed or has little or no value. These types of parcels are
considered to receive little or no benefit from the improvements and are therefore exempted from
assessment.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid
parcel number for the fiscal year, a corrected parcel number and/or new parcel numbers will be
identified and resubmitted to the County Auditor/Controller. The assessment amount to be levied and
collected for the resubmitted parcel or parcels shall be based on the method of apportionment and
assessment rate described in this Report as approved by the City Council. Therefore, if a single parcel
is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be
recalculated and applied according to the approved method of apportionment and assessment rate
rather than a proportionate share of the original assessment.
The following is a list of the parcels and assessment amounts for each of the parcels within the District
as determined by the assessment rates and method of apportionment described herein:
Landscaping & Lighting District No. 02 Las Lomas(Woodridge)Engineer's Report—City of Atascadero 7-1
Prepared by NBS—Fiscal Year 2012/13
CITY OF ATASCADERO
Landscaping and Lighting District No. 02
Las Lomas (Woodridge)
Fiscal Year 2012/2013 Assessment Roll
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment(')
045-311-006 0 $ - $ -
045-311-007 0 - -
045-311-008 0 - -
045-311-009 0 - -
045-311-010 1 1,523.56 350.80
045-311-013 0 - -
045-311-014 17.77 27,073.66 6,233.88
045-311-015 24.83 37,829.99 8,710.60
045-311-016 19.90 30,318.84 6,981.12
045-312-001 1 1,523.56 350.80
045-312-002 1 1,523.56 350.80
045-312-003 1 1,523.56 350.80
045-312-004 1 1,523.56 350.80
045-312-005 1 1,523.56 350.80
045-312-006 1 1,523.56 350.80
045-312-007 1 1,523.56 350.80
045-312-008 1 1,523.56 350.80
045-312-009 1 1,523.56 350.80
045-312-010 1 1,523.56 350.80
045-312-011 1 1,523.56 350.80
045-312-012 1 1,523.56 350.80
045-312-013 1 1,523.56 350.80
045-312-014 1 1,523.56 350.80
045-312-015 1 1,523.56 350.80
045-312-016 1 1,523.56 350.80
045-312-017 1 1,523.56 350.80
045-312-018 1 1,523.56 350.80
045-312-019 1 1,523.56 350.80
045-312-020 1 1,523.56 350.80
045-312-021 1 1,523.56 350.80
045-312-022 1 1,523.56 350.80
045-312-023 1 1,523.56 350.80
045-312-024 1 1,523.56 350.80
045-312-025 1 1,523.56 350.80
045-312-026 1 1,523.56 350.80
045-312-027 1 1,523.56 350.80
045-312-028 1 1,523.56 350.80
045-312-029 1 1,523.56 350.80
045-312-030 1 1,523.56 350.80
045-312-031 1 1,523.56 350.80
045-312-032 1 1,523.56 350.80
045-312-033 1 1,523.56 350.80
045-312-034 1 1,523.56 350.80
045-312-035 1 1,523.56 350.80
045-312-036 1 1,523.56 350.80
Landscaping and Lighting District No. 02 Las Lomas(Woodridge) Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment(')
045-312-037 1 1,523.56 350.80
045-312-038 1 1,523.56 350.80
045-312-039 1 1,523.56 350.80
045-312-040 1 1,523.56 350.80
045-312-041 1 1,523.56 350.80
045-312-042 1 1,523.56 350.80
045-312-043 1 1,523.56 350.80
045-312-044 1 1,523.56 350.80
045-312-045 1 1,523.56 350.80
045-312-046 1 1,523.56 350.80
045-312-047 1 1,523.56 350.80
045-312-048 1 1,523.56 350.80
045-312-049 1 1,523.56 350.80
045-312-050 1 1,523.56 350.80
045-312-051 1 1,523.56 350.80
045-312-052 1 1,523.56 350.80
045-312-053 1 1,523.56 350.80
045-312-054 1 1,523.56 350.80
045-312-055 1 1,523.56 350.80
045-312-056 1 1,523.56 350.80
045-313-001 1 1,523.56 350.80
045-313-002 1 1,523.56 350.80
045-313-003 1 1,523.56 350.80
045-313-004 1 1,523.56 350.80
045-313-005 1 1,523.56 350.80
045-313-006 1 1,523.56 350.80
045-313-007 1 1,523.56 350.80
045-313-008 1 1,523.56 350.80
045-313-009 1 1,523.56 350.80
045-313-010 1 1,523.56 350.80
045-313-011 1 1,523.56 350.80
045-313-012 1 1,523.56 350.80
045-313-013 1 1,523.56 350.80
045-313-014 1 1,523.56 350.80
045-313-015 1 1,523.56 350.80
045-313-016 1 1,523.56 350.80
045-313-017 1 1,523.56 350.80
045-313-018 1 1,523.56 350.80
045-313-019 1 1,523.56 350.80
045-313-020 1 1,523.56 350.80
045-313-021 1 1,523.56 350.80
045-314-001 1 1,523.56 350.80
045-314-002 1 1,523.56 350.80
045-314-003 1 1,523.56 350.80
045-314-004 1 1,523.56 350.80
045-314-005 1 1,523.56 350.80
045-314-006 1 1,523.56 350.80
045-314-007 1 1,523.56 350.80
045-314-008 1 1,523.56 350.80
045-314-009 1 1,523.56 350.80
Landscaping and Lighting District No. 02 Las Lomas(Woodridge) Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment(')
045-314-010 1 1,523.56 350.80
045-314-011 1 1,523.56 350.80
045-314-012 1 1,523.56 350.80
045-314-013 1 1,523.56 350.80
045-314-014 1 1,523.56 350.80
045-314-015 1 1,523.56 350.80
045-314-016 1 1,523.56 350.80
045-314-017 1 1,523.56 350.80
045-314-018 1 1,523.56 350.80
045-314-019 1 1,523.56 350.80
045-314-020 1 1,523.56 350.80
045-314-021 1 1,523.56 350.80
045-314-022 1 1,523.56 350.80
045-314-023 1 1,523.56 350.80
045-314-024 1 1,523.56 350.80
045-314-025 1 1,523.56 350.80
045-314-026 1 1,523.56 350.80
045-314-027 1 1,523.56 350.80
045-314-028 1 1,523.56 350.80
045-314-029 1 1,523.56 350.80
045-314-030 1 1,523.56 350.80
045-314-031 1 1,523.56 350.80
045-314-032 1 1,523.56 350.80
045-314-033 1 1,523.56 350.80
045-315-001 1 1,523.56 350.80
045-315-002 1 1,523.56 350.80
045-315-003 1 1,523.56 350.80
045-315-004 1 1,523.56 350.80
045-315-005 1 1,523.56 350.80
045-315-006 1 1,523.56 350.80
045-315-007 1 1,523.56 350.80
045-315-008 1 1,523.56 350.80
045-315-009 1 1,523.56 350.80
045-315-010 1 1,523.56 350.80
045-315-011 1 1,523.56 350.80
045-315-012 1 1,523.56 350.80
045-315-013 1 1,523.56 350.80
045-315-014 1 1,523.56 350.80
045-315-015 1 1,523.56 350.80
045-315-016 1 1,523.56 350.80
045-315-017 1 1,523.56 350.80
045-315-018 1 1,523.56 350.80
045-315-019 1 1,523.56 350.80
045-315-020 1 1,523.56 350.80
045-315-021 1 1,523.56 350.80
045-315-022 1 1,523.56 350.80
045-315-023 1 1,523.56 350.80
045-315-024 1 1,523.56 350.80
045-315-025 1 1,523.56 350.80
045-315-026 1 1,523.56 350.80
Landscaping and Lighting District No. 02 Las Lomas(Woodridge) Engineer's Report-City of Atascadero
Prepared by NBS-Fiscal Year 2012/13
Assessor's Equivalent Maximum Proposed
Parcel Number Benefit Units Assessment Assessment(')
045-315-027 1 1,523.56 350.80
045-315-028 1 1,523.56 350.80
045-315-029 1 1,523.56 350.80
045-315-030 1 1,523.56 350.80
045-315-031 1 1,523.56 350.80
045-315-032 1 1,523.56 350.80
045-315-033 1 1,523.56 350.80
045-316-001 0 - -
045-316-002 0 - -
045-316-003 0 - -
045-316-004 0.75 1,142.67 263.10
045-316-005 0.75 1,142.67 263.10
045-316-006 0.75 1,142.67 263.10
045-316-007 0.75 1,142.67 263.10
045-316-008 0.75 1,142.67 263.10
045-316-009 0.75 1,142.67 263.10
045-316-010 0.75 1,142.67 263.10
045-316-011 0.75 1,142.67 263.10
045-316-012 0.75 1,142.67 263.10
045-316-013 0.75 1,142.67 263.10
045-316-014 0.75 1,142.67 263.10
045-316-015 0.75 1,142.67 263.10
045-316-016 0.75 1,142.67 263.10
045-316-017 0.75 1,142.67 263.10
045-316-018 0.75 1,142.67 263.10
045-316-019 0.75 1,142.67 263.10
045-316-020 0.75 1,142.67 263.10
045-316-021 0.75 1,142.67 263.10
045-316-022 0.75 1,142.67 263.10
045-316-023 0.75 1,142.67 263.10
045-316-024 0.75 1,142.67 263.10
045-316-025 0.75 1,142.67 263.10
045-316-026 0.75 1,142.67 263.10
045-316-027 0.75 1,142.67 263.10
045-316-028 0.75 1,142.67 263.10
045-316-029 0.75 1,142.67 263.10
045-316-030 0.75 1,142.67 263.10
045-316-031 0.75 1,142.67 263.10
045-316-032 0.75 1,142.67 263.10
045-316-033 0.75 1,142.67 263.10
045-316-034 0.75 1,142.67 263.10
045-316-035 0.75 1,142.67 263.10
045-316-036 0.75 1,142.67 263.10
045-316-037 0.75 1,142.67 263.10
045-316-038 0.75 1,142.67 263.10
Totals 232.75 $ 354,608.59 $ 81,649.30
(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 2012/13
ITEM NUMBER: A- 6
DATE: 05/08/12
1918 fl 1979
Atascadero City Council
Staff Report — Public Works Department
Atascadero Avenue Cold In-Place Recyling
Road Rehabilitation Project Award
City Bid No. 2012-003
RECOMMENDATIONS:
Council:
1. Authorize the City Manager to execute a contract with Ferravanti Grading and
Paving in the amount of $603,955.70 for construction of the Atascadero Avenue
Cold In-Place Recycling Road Rehabilitation Project; and,
2. Authorize the Public Works Director to intermittently close portions of Atascadero
Avenue during the construction period; and,
3. Authorize the Director of Public Works to file a Notice of Completion with the
County Recorder upon satisfactory completion of the project.
DISCUSSION:
Background: The existing asphalt surface on Atascadero Avenue between Highway 41
and San Rafael Road is in a significantly deteriorated condition. This section of
Atascadero Avenue also serves as a major collector road in Atascadero, generating
approximately 2,000 daily vehicle trips. The City Council appropriated funds in fiscal
year 2011-2012 to design and construct much needed road surface improvements to
this section of Atascadero Avenue.
City staff considered multiple options for asphalt rehabilitation on Atascadero Avenue,
finally selecting a Cold In-Place Recycling method. This innovative road reconstruction
process is a fast, cost-effective alternative to more traditional methods of rebuilding
ITEM NUMBER: A- 6
DATE: 05/08/12
asphalt roadways. Cold In-Place Asphalt Recycling makes use of the original aggregate
and old asphalt that bound the aggregate into the existing surface of the road. Cold In-
Place Recycling has been used since the early 1980"s to reconstruct nearly every type
of asphalt-based roadway. This pavement recycling method has grown in popularity
recently with improved asphalt additives, the growing emphasis on recycling, and Green
House Gas reduction goals. The project will take approximately six to eight weeks to
complete.
Analysis: The Atascadero Avenue Cold In-Place Recycling Road Rehabilitation was
advertised from March 13, 2012, through April 19, 2012. A total of six (6) bids were
received for this project. The bids were reviewed for accuracy and compliance with
State and City of Atascadero bidding requirements. Ferravanti Grading and Paving is
the apparent lowest responsive bidder at $603,955.70.
Conclusion: Staff recommends that the City Council authorize the City Manager to
execute a contract with Ferravanti Grading and Paving in the amount of $603,955.70 for
construction of the Atascadero Avenue Cold In-Place Recycling Road Rehabilitation.
FISCAL IMPACT:
Funding for the Project is as follows:
EXPENDITURES
Design / Admin Costs $ 20,000
Construction $ 603,960
Inspection / Testing / Construction Administration $ 10,000
Contingency @ 9.7% $ 58,540
Total Estimated Expenditure: $ 692,500
REVENUE
City LTF Funds $ 459,500
Urban State Highway Account Funds $ 233,000
Total Allocated Revenue: $ 692,500
Awarding of this contract will result in the expenditure of $603,955.70 in budgeted Local
Transportation Funds and Urban State Highway Account Funds.
ALTERNATIVES:
1. Council may not award the contract and cancel the project.
2. Council may direct staff to redesign and re-bid the project.
ATTACHMENTS: Bid Summary
ITEM NUMBER: A- 6
DATE: 05/08/12
Attachment
City of'Ataseadero
Office of the City Clerk
Bid S''ummag
TO: Public Works
FROM: Lisa Cava, Deputy City Cler
BID NO.: 2012-003
OPENED: 4/19/12 (a)2:00 PM
PROJF,CI': Atascadero Avenue Cold In-Place Recycling !toad Rel
6 Bids were received and opened today, as follows:
BIDDER TOTAL BASF: RID
Ferravanti $603,955.70
CalPortland $647,310.89
Granite $658,630.00
Rockwood $682,214.39
R.Burke $718,737.00
Souza $723,703.75
ITEM NUMBER: A- 7
DATE: 05/08/12
�ff
Fm mill�i����i�j IF i
1918 1979
A tascadero City Council
Staff Report — Public Works Department
Purchase of Wastewater Portable Bypass Pump
RECOMMENDATIONS:
Council:
1. Approve the purchase of a Portable Bypass Pump for $50,405 from Griffin
Dewatering Corporation; and,
2. Authorize the Director of Finance to appropriate an additional $1 ,500 of
wastewater funds to complete the purchase.
DISCUSSION:
Pursuant to the 2011/2013 budget, staff is proposing to purchase a portable bypass
pump for use at the City's lift stations and wastewater plant. The portable bypass pump
will be used as a backup when a lift station pump or pumps break down or a power
outage occurs. The City's current pump has been rebuilt several times and it is now
more cost effective to replace the pump. In addition, the diesel engine is antiquated
and an upgrade would cost significantly more than buying new.
Staff followed the formal bidding procedures and received three bids on April 5, 2012.
The apparent low bidder was Griffin Dewatering Corporation at $50,405. This bid is
$405 above the $50,000 budgeted amount. Therefore, staff is requesting an additional
$1,500 of wastewater funds be allocated to complete the purchase and pay for
operating permits. A bid summary is included as Attachment 1.
FISCAL IMPACT:
This action will result in the expenditure of $50,000 in budgeted wastewater funds and
$1,500 in wastewater reserves for the Wastewater Portable Generator Project.
ITEM NUMBER: A- 7
DATE: 05/08/12
ALTERNATIVE:
1. Council may not approve the purchase of the portable bypass pump. Staff does
not recommend this action since the portable bypass pump is a key defense against
sewage overflows resulting from power outages and pump failures.
ATTACHMENTS:
1. Bid Summary
ITEM NUMBER: A- 7
DATE: 05/08/12
Attachment 1
Attachment 1
Bid Summary
Cityof'A taseadero
off icc of the City Clerk
BID SUMMARY
TO: Public Works Department / �g
FROM: Victoria Randall,Deputy City Clerk
BID NO.: 2012-001
OPENED: April 5, 2012,3:00 p.m.
PROJECT: Atascadero Wastewater Portable Bypass Pump
3 bids were received and opened today,as follows:
I lddcr Amount
Rain for Rent $89,716.32
Gierlich-Mitchell, Inc. $62.342.63
Griffin Dewatering Corp. $50,405.00
ITEM NUMBER: A- 8
DATE: 05/08/12
OR
A tascadero City Council
Staff Report — Public Works Department
Transit Center Project Award
City Bid No. 2012-002
RECOMMENDATIONS:
Council:
1. Authorize the City Manager to execute a contract with Pickard & Butters
Construction in the amount of $624,340.78 for construction of the Transit Center
Base Bid Project; and,
2. Award Additive Alternate A in the amount of $39,870 and include the additional
work in the Base Bid contract with Pickard & Butters Construction; and,
3. Authorize the Public Works Director to intermittently close portions of Capistrano
Road and Lewis Avenue during the construction period; and,
4. Authorize the Director of Public Works to file a Notice of Completion with the
County Recorder upon satisfactory completion of the project.
DISCUSSION:
Background: In 2007, the City and the San Luis Obispo Council of Governments
authorized and funded a study to determine the feasibility of developing a downtown
transit center. Staff presented the Site Selection study results to Council in September
2009, and the location on Capistrano Avenue was chosen. In May 2010 the City
Council approved the Wallace Group, Inc., to perform the Downtown Transit Center
design. The design is now complete and the City is moving on to the construction phase.
The Transit Center project base bid is designed with an emphasis on durable
construction and functionality. The project includes downtown standard hardscaping
that matches the City's downtown design elements. In addition, drought tolerant
landscaping and green design elements such as solar lighting were chosen to reduce
long-term operating and maintenance costs. The Transit Center's amenities include
ITEM NUMBER: A- 8
DATE: 05/08/12
two shade structures with rain gutters, benches, trash cans, street trees, route map and
advertising kiosks, decorative retaining walls and a paver pathway to the City Hall
Annex and Colony Square. The project also includes a drop off/pick up area, on
Capistrano Avenue, to accommodate disabled access.
This project also includes two bid alternates. The first bid alternate is for a.) the
construction of a flashing bus sign that will alert drivers to the presence and movement
of parked buses, and b) decorative stamped concrete crosswalks at the Capistrano Ave
and Lewis Avenue intersection. This sign will provide additional warning to drivers as
they travel south from Lewis Avenue towards State Route 41 . The second bid alternate
consists of the installation of downtown streetscape sidewalk and lighting along the east
side of Capistrano Avenue (Bank of America side). Bid Alternate B also included new
street lighting on the portion of Capistrano that parallels Atascadero Creek. Staff is not
recommending awarding Bid Alternate B because of budget constraints.
Analysis: The Transit Center Project was advertised from March 13, 2012, through April
17, 2012. A total of eight bids were received for this project. The bids were reviewed
for accuracy and compliance with State and City of Atascadero bidding requirements
and the total verified to arrive at the actual corrected bid results. The apparent low bid
was submitted by Pickard and Butters, and after considerable review was accepted as
meeting the City's bidding requirements.
Conclusion: Staff recommends that the City Council authorize the City Manager to
execute a contract with Pickard & Butters Construction in the amount of $ 664,210.78
for construction of the Atascadero Transit Center Base Bid and Additive Alternate A.
FISCAL IMPACT:
PROJECTED EXPENDITURES
Design/ Admin Costs $ 120,000
Construction $ 664,211
Inspection / Testing / Construction Administration $75,000
Contingency @ 20% $132,840
Total Estimated Expenditure: $992,051
REVENUE
Proposition 1 B $ 900,000
Federal Transit Authority 5307 Funds $ 84,519
Local Transit Funds $ 23,000
Total Allocated Revenue: $ 1,007,519
ESTIMATED SURPLUS OF AVAILABLE FUNDING $15,468
ITEM NUMBER: A- 8
DATE: 05/08/12
ALTERNATIVES:
1. Reject all bids and direct staff to redesign and re-bid the project.
2. Do not award the contract, reject all bids and cancel the project.
ATTACHMENTS:
Bid Summary
ITEM NUMBER: A- 8
DATE: 05/08/12
Attachment 1
Attachment 1
Bid Summary
City of Atascadero
Office of the On, Clerk
Bird Sunt»>my
TO: Public Worlis
FROM: Lisa Cava,Deputy City Clerk
BID NO.: 2012-002 11
OPFNFD: 4117112 an 2:110 pm
PROJECT: Atawadero Transit Center
8 Bids were received and(nvned today.as follows:
3111 .R TOTAL BASF BID ADD ALTERNATE A App ALTF.RNATF B
Pickard&Butters $624.147.61 539.870.00 S`'16.363.00
Stockbridge Gen Contr $6.18.155.40 $35,350.00 S218.175.00
Wysong Construction 3679.147.92 532.6601* $177.115.00
J.Madonna Construction 5689,985. 5 S60,44901 S2321730)Vernon Edwards ",4020) 530,1760) $197.533.00
Whitaker Construction $737,177.00 531,540.00 5173,74500
Granite Construction 5733,607.00 S%.050.00 $290.465.Un
Arthur,Contracting 1761.428.54► $29.350.00 5183.105.00
ITEM NUMBER: B - 1
DATE: 05/08/12
9fry��J
`Iola 1 itR 107 h
10M u
ter_
Atascadero City Council
Staff Report — Administrative Services
Authorizing an Amendment to the Contract between the City Council
of the City of Atascadero and the Board of Administration of the
California Public Employees' Retirement System
RECOMMENDATIONS:
Council:
1. Adopt the Draft Resolution of Intention to approve an amendment to the contract
between the Board of Administration of the California Public Employees'
Retirement System and the City Council of the City of Atascadero; and,
2. Introduce for first reading by title only, the Draft Ordinance authorizing the Mayor
to execute an amendment to the contract between the City Council of the City of
Atascadero and the Board of Administration of the California Public Employees'
Retirement System.
DISCUSSION:
On June 28, 2011, Council adopted Memorandums of Understanding (MOUs) for all
four employee groups and a Resolution for the non-represented professional and
management workers and confidential employees. The agreements adopted called for
the implementation of a lower benefit two-tiered retirement system in July of 2012.
Adoption of this Resolution and Ordinance will implement the two-tiered system
effective July 14, 2012. All employees who are eligible to be enrolled in CalPERS and
are hired after July 14, 2012 will receive the lower retirement benefits.
Sworn safety CalPERS members hired after the implementation date of the amended
contract shall be provided the lower benefits pursuant to the 3% @ 55 formula, based
on three (3) year average compensation.
ITEM NUMBER: B - 1
DATE: 05/08/12
Non-sworn miscellaneous CaIPERS members hired after the implementation date of the
amended contract shall be provided the lower benefits pursuant to the 2% @ 55
formula, based on three (3) year average compensation.
In compliance with Government Code Section 7507, disclosure of the future annual
costs as determined by the System Actuary for the change in retirement benefits is as
follows:
Safety Category
1. The employer contribution rate will be 20.057% of reportable earnings for local
safety members entering membership for the first time in the safety classification
after the effective date of this amendment to contract.
2. The local safety member contribution rate will remain at 9% of reportable
earnings for those safety members entering membership for the first time in the
safety classification after the effective date of this amendment to the contract.
The City does contribute toward the member contribution as outlined in the
employee contracts and MOUs.
Miscellaneous Category
1. The employer contribution rate will be 10.518% of reportable earnings for local
miscellaneous members entering membership for the first time in the
miscellaneous classification after the effective date of this amendment to
contract.
2. The local miscellaneous member contribution rate will be 7% of reportable
earnings for those miscellaneous members entering membership for the first time
in the miscellaneous classification after the effective date of this amendment to
the contract. The City does contribute toward the member contribution as
outlined in the employee contracts and MOUs.
In order to implement these lower benefit changes, Council must first adopt a Draft
Resolution of Intention and introduce for first reading the Ordinance authorizing an
amendment to our contract with CaIPERS for both miscellaneous and safety members.
A second reading of the Ordinance is scheduled for June 12, 2012.
FISCAL IMPACT:
Over time, the two-tiered retirement contracts are expected to save the City money.
ITEM NUMBER: B - 1
DATE: 05/08/12
ATTACHMENTS:
1. Draft Resolution - Resolution of Intention to Approve an Amendment to Contract
2. Draft Ordinance - Ordinance Authorizing an Amendment to the Contract
3. Amendment to Contract Exhibit
4. Actuarial Valuation of Second Tier Plan for Miscellaneous, Safety Fire and Safety
Police Plans
ITEM NUMBER: B - 1
DATE: 05/08/12
Attachment 1
DRAFT RESOLUTION
RESOLUTION OF INTENTION
TO APPROVE AN AMENDMENT TO CONTRACT BETWEEN THE
BOARD OF ADMINISTRATION CALIFORNIA PUBLIC EMPLOYEES'
RETIREMENT SYSTEM AND THE CITY COUNCIL OF THE
CITY OF ATASCADERO
WHEREAS, the Public Employees' Retirement Law permits the participation of public
agencies and their employees in the Public Employees' Retirement System by the execution of a
contract, and sets forth the procedure by which said public agencies may elect to subject
themselves and their employees to amendments to said Law; and
WHEREAS, one of the steps in the procedures to amend this contract is the adoption by
the governing body of the public agency of a resolution giving notice of its intention to approve
an amendment to said contract,which resolution shall contain a summary of the change proposed
in said contract; and
WHEREAS, the following is a statement of the proposed change:
To provide Section 20475 (Different Level of Benefits). Section 21354 (2% @ 55 Full
formula) and Section 20037 (Three-Year Final Compensation) are applicable to local
miscellaneous members entering membership for the first time in the miscellaneous
classification after the effective date of this amendment to contract, and
Section 20475 (Different Level of Benefits). Section 21363.1 (3% @ 55 Full formula)
and Section 20037 (Three-Year Final Compensation) are applicable to local safety
members entering membership for the first time in the safety classification after the
effective date of this amendment to contract.
NOW, THEREFORE, BE IT RESOLVED that the governing body of the above
agency does hereby give notice of intention to approve an amendment to the contract between
said public agency and the Board of Administration of the Public Employees' Retirement
System, a copy of said amendment being attached hereto, as an "Exhibit" and by this reference
made a part hereof.
ITEM NUMBER: B - 1
DATE: 05/08/12
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:
Bob Kelley,Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
ITEM NUMBER: B - 1
DATE: 05/08/12
Attachment 2
DRAFT ORDINANCE
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, AUTHORIZING AN AMENDMENT TO
THE CONTRACT BETWEEN THE CITY COUNCIL OF THE CITY OF
ATASCADERO AND THE BOARD OF ADMINISTRATION OF THE
CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM
The City Council of the City of Atascadero does ordain as follows:
SECTION 1: That an amendment to the contract between the City Council of the City of
Atascadero and the Board of Administration, California Public Employees' Retirement System is
hereby authorized, a copy of said amendment being attached hereto, marked Exhibit, and by such
reference made a part hereof as though herein set out in full.
SECTION 2: The Mayor of the City of Atascadero is hereby authorized, empowered,
and directed to execute said amendment for and on behalf of said Agency.
SECTION 3: This Ordinance shall take effect 30 days after the date of its adoption and
thenceforth and thereafter the same shall be in full force and effect. A summary of this
ordinance, approved by the City Attorney, together with the ayes and noes, shall be published at
least five days prior to its final passage in the Atascadero News, a newspaper published and
circulated in the City of Atascadero, and before the expiration of fifteen (15) days after its final
passage in the Atascadero News, a newspaper published and circulated in the City of Atascadero.
A copy of the full text of this ordinance shall be on file in the City Clerk's Office on and after the
date following introduction and passage and shall be available to any interested member of the
public.
ITEM NUMBER: B - 1
DATE: 05/08/12
Attachment 2
INTRODUCED at a regular meeting of the City Council held on and
PASSED and ADOPTED by the City Council of the City of Atascadero, State of California, on
by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
CITY OF ATASCADERO
By:
Bob Kelley, Mayor
ATTEST:
Marcia McClure Torgerson, C.M.C., City Clerk
APPROVED AS TO FORM:
Brian A. Pierik, City Attorney
CaIPERS
EXHIBIT
California
Public Employees' Retirement System
AMENDMENT TO CONTRACT
Between the
Board of Administration
California Public Employees ' Retirement System
and the
City Council
City of Atascadero
The Board of Administration, California Public Employees' Retirement System,
hereinafter referred to as Board, and the governing body of the above public agency,
hereinafter referred to as Public Agency, having entered into a contract effective April
19, 1980, and wt nessed March 19, 1980, and as amended effective July 1, 1980, April
30, 1983, January 7, 1984, July 14, 1990, November 9, 1991, April 12, 1992, August 29,
1992, December 26, 1997, July 3, 1999, June 23, 2001 , July 13, 2002, July 10, 2004
and June 23, 2007 which provides for participation of Public Agency in said System,
Board and Public Agency hereby agree as follows:
A. Paragraphs 1 through 14 are hereby stricken from said contract as executed
effective June 23, 2007, and hereby replaced by the following paragraphs
numbered 1 through 17 inclusive:
1 . All words and terms used herein which are defined in the Public
Employees' Retirement Law shall have the meaning as defined therein
unless otherwise specifically provided. "Normal retirement age" shall
mean age 55 for local miscellaneous members; age 50 for local safety
members entering membership in the safety cla ssif is atlo n on or prior to
the effective date of this amendment to contract and age 55 for local
safety members entering membership for the first time in the safety
cla ssif icatio n after the effectiv e date of this amendment to contract.
2. Public Agency shall participate in the Public Empbyees' Retirement
System from and after April 19, 1980 making its employees as hereinafter
provided, members of said System subject to all provis ions of the Public
Employees' Retirement Law except such as appy only on election of a
contracting agency and are not provided for herein and to all amendments
to said Law hereafter enacted except those, which by express provis b ns
thereof, appy only on the ele ctio n of a contracting agency.
3. Public Agency agrees to indemnify, defend and hold harmless the
California Public Employees' Retirement System (CaIPERS) and its
trustees, agents and employees, the CaIPERS Board of Administration,
and the California Public Employees' Retirement Fund from any claims,
demands, actions, losses, Iia bila ie s, damages, judgments, expenses and
costs, including but not limited to interest, penalties and attorneys fees
that may arise as a result of any of the following:
(a) Public Agency's ele ctb n to provide retirement benefits,
provis b ns or formula s under this Contract that are different than
the retirement benefit s, provis b ns or formulas provided under
the Public Agency's prior non-CaIPERS retirement program.
(b) Public Agency's ele ctb n to amend this Contract to provide
retirement benefits, provis b ns or formula s that are different than
existing retirement benefits, provis b ns or formula s.
(c) Public Agency's agreement with a third party other than
CaIPERS to provid e retirement benefits, provis b ns, or formula s
that are different than the retirement benefits, provis bns or
formulas provided under this Contract and provided for under
the California Public Employees' Retirement Law.
(d) Public Agency's ele ctb n to file for bankruptcy under Chapter 9
(commencing wit h sectb n 901) of Tit le 11 of the Untied States
Bankruptcy Code and/or Public Agency's ele ctb n to reject this
Contract with the CaIPERS Board of Administration pursuant to
sectio n 365, of Tit le 11, of the Unit ed States Bankruptcy Code
or any simila r provis b n of la w.
(e) Public Agency's ele ctb n to assig n this Contract wit hout the prb r
written consent of the CaIPERS' Board of Adminis tratb n.
(f) The terminatb n of this Contract ether voluntarily by request of
Public Agency or involuntarily pursuant to the Public Employees'
Retirement Law.
(g) Changes sponsored by Public Agency in existing retirement
benefts, provis b ns or formula s made as a result of
amendments, addkions or deletions to California statute or to
the California Consttutbn.
4. Employees of Public Agency in the following classes shall become
members of said Retirement System except such in each such class as
are excluded by law or this agreement:
a. Local Fire Fighters (herein referred to as local safety members);
b. Local Police Officers (herein referred to as local safety members);
C. Employees other than local safety members (herein referred to as
local miscellaneous members).
5. In addtion to the classes of employees excluded from membership by
said Retirement Law, the following classes of employees shall not become
members of said Retirement System:
NO ADDITIONAL EXCLUSIONS
6. This contract shall be a continuation of the benefts of the contract of the
Atascadero Fire Protection District, hereinafter referred to as "Former
Agency", pursuant to Section 20567.2 of the Government Code, Former
Agency having ceased to exist and having been required by law to be
succeeded by Public Agency on July 1 , 1980. Public Agency, by this
contract, assumes the accumulated contributions and assets derived
therefrom and Iia bilty for prior and current service under Former Agency's
contract wt h respect to the Former Agency's employees. Legis la do n
repealed said Section effective January 1 , 1988.
7. The percentage of final compensation to be provided for each year of
credi ed prior and current service as a local miscellaneous member in
employment before and not on or after June 23, 2007 shall be determined
in accordance wt h Sectio n 21354 of said Retirement Law (2% at age 55
Full).
8. The percentage of final compensation to be provided for each year of
credi ed prior and current service as a local miscellaneous member in
employment on or after June 23, 2007 and not entering membership for
the first time in the miscellaneous classification after the effective date of
this amendment shall be determined in accordance with Section 21354.4
of said Retirement Law (2.5% at age 55 Full).
9. The percentage of final compensation to be provided for each year of
credited current service as a local miscellaneous member entering
membership for the first time in the miscellaneous classification after the
effective date of this amendment to contract shall be determined in
accordance wit h Sectio n 21354 (2% at age 55 Full).
10. The percentage of final compensation to be provided for each year of
credited prior and current service as a local safety member entering
membership in the safety cla ssif is atlo n on or prix r to the effective date of
this amendment to contract shall be determined in accordance with
Section 21363.2 of said Retirement Law (3% at age 50 Full).
11 . The percentage of final compensation to be provided for each year of
credited current service as a local safety member entering membership for
the first time in the safety classification after the effective date of this
amendment to contract shall be determined in accordance wth Section
21363.1 of said Retirement Law (3% at age 55 Full).
12. Public Agency elected and elects to be subject to the following optional
provis io ns:
a. Section 21574 (Fourth Level of 1959 Survivor Benefits) for local
safety members only.
b. Sections 21624, 21626 and 21628 (Post-Retirement Survivor
Allowance) for local miscellaneous members only.
C. Section 21024 (Military Service Credit as Public Service).
d. Sectio n 20903 (Two Years Addit io nal Service Credit).
e. Section 20042 (One-Year Final Compensation) for local
miscellaneous members and local safety members entering
membership on or prior to the effective date of this amendment to
contract.
f. Section 20965 (Credit for Unused Sick Leave) for local safety
members only.
g. Section 20475 (Different Level of Benefits). Section 21354 (2% @
55 Full formula) and Section 20037 (Three-Year Final
Compensation) are applicable to local miscellaneous members
entering membership for the first time in the miscellaneous
cla ssif is ation after the effective date of this amendment to contract.
Section 20475 (Different Level of Benefits). Section 21363.1 (3%
@ 55 Full formula) and Section 20037 (Three-Year Final
Compensation) are applicable to local safety members entering
membership for the first time in the safety cla ssf b atio n after the
effective date of this amendment to contract.
13. Public Agency, in accordance wit h Government Code Sectio n 20834, shall
not be considered an "employer" for purposes of the Public Employees'
Retirement Law. Contributions of the Public Agency shall be faed and
determined as provided in Government Code Section 20834, and such
contributions hereafter made shall be held by the Board as provided in
Government Code Sectio n 20834.
14. Public Agency shall contribute to said Retirement System the contributio ns
determined by actuarial valuations of prior and future service Iia bilty with
respect to lo cal mis cella neous members and lo cal safety members of said
Retirement System.
15. Public Agency shall also contribute to said Retirement System as follows:
a. Contributions required per covered member on account of the 1959
Survivor Benefits provided under Section 21574 of said Retirement
Law. (Subject to annual change.) In addition, all assets and
liabilities of Public Agency and is employees shall be pooled in a
single account, based on term insurance rates, for survivors of all
local safety members.
b. A reasonable amount, as faed by the Board, payable in one
installment within 60 days of date of contract to cover the costs of
administering said System as it affects the employees of Public
Agency, not including the costs of special valuations or of the
perlo dic investig atio n and valuatio ns required by la w.
C. A reasonable amount, as faed by the Board, payable in one
installment as the occasions arise, to cover the costs of special
valuations on account of employees of Public Agency, and costs of
the perio dic investig atio n and valuatio ns required by la w.
16. Contributions required of Public Agency and is employees shall be
subject to adjustment by Board on account of amendments to the Public
Employees' Retirement Law, and on account of the experience under the
Retirement System as determined by the periodic investigation and
valuatio n required by said Retirement Law.
17. Contributions required of Public Agency and its employees shall be paid
by Public Agency to the Retirement System within fifteen days after the
end of the period to which said contributions refer or as may be prescribed
by Board regulation. If more or less than the correct amount of
contributions is paid for any period, proper adjustment shall be made in
connection with subsequent remitances. Adjustments on account of
errors in contributions required of any employee may be made by direct
payments between the employee and the Board.
B. This amendment shall be effective on the day of
BOARD OF ADMINISTRATION CITY COUNCIL
PUBLIC EMPLOYEES' RETIREMENT SYSTEM CITY OF ATASCADERO
BY BY
KAREN DE FRANK, CHIEF PRESIDING OFFICER
CUSTOMER ACCOUNT SERVICES DIVISION
PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Witness Date
Attest:
Cie rk
AMENDMENT CaP ERS ID#1298901388
PERS-CON-702A
- ,
California Public Employees' Retirement System
Actuarial Office
�� ��
P/�. Box 942709 �^ ~ -��
Sacramento, CA 94229-2709
TTY: (01G)79S'324O UAR — "
�` � yA7y
nI (888)22S'7377phone ^ (91G)795-2744fax
vvmnm.um/pmra.co.Qov
February 01,2012
(ALPERS[D: 1298901388
Employer Name: CITY OF A7AS(ADB<O
Rate Plan: MISCELLANEOUS PLAN
Re: New Second Tier Plan(Section 20475: Different Level of Benefits Provided for New Employees; Section 21354.,
2Y6@55 Full Formula; Section 20037:Three-Year Final Compensation)
DearRequegnr
In the tables below, we show your 2011'2012 and 2012'2013 employer contribution rates before and after opening a
second tier,
Of the rate components shown below,the first two are specific to the pool to which the plan belongs and others are
specific toyour agency, However,the Phase out of Normal Cost Difference will normally be 0% beginning with rates
established for 2O11-2O12,00ithas noimpact from that time on.
The Side Fund will continue to be paid off bythe first tier plan since all the past service onwhich it is based belongs to
those current members who will continue in the first tier. The scheduled dollar amounts payable will continue as
before. However, because newly hired members will be covered by the second tier, the number of members and
payroll inthe first tier will (after several years)gradually decline, The Amortization of Side Fund rate component is the
dollars needed to pay off the side fund divided by the payroll. So as Iona as the Side Fund remains,the first tier rate
will increase as its payroll decreases. The first tier side fund is scheduled to be paid off after 11 years from June
]O, 2O12.
Therefore,in determining the employer contributions savings,Amortization of Side Fund should hoexcluded. For your
agency, the ultimate annual employer savings equals the difference between the Normal Cost and Surcharges rates
times the second tier payroll. For 2011-2812the Normal Cost and Surcharges percentage savings is
(8.71596+1.50796) - (7.68*96+0.80296) ~ 1.73696. Based on the 2Q09valuation,the ultimate employer
annual dollar savings would then be 1.7%times the second tier fiscal year payroll.
The Risk Pool's Payment on Amortization Bases is a temporary adjustment to the pool's contribution to"get the pool
back on schedule".This temporary adjustment varies in amount and duration from pool to pool.
As of June 30, 2009 Existing Plan New Second Tier Plan
2.5%@55 and One- 2%@55 and Three-Year Final
Year Final Compensation for newly hired
Compensation members
2011-2012 Employer Contribution Rate:
Risk Pool's Net Employer Normal Cost 8.715% 7.684%
Risk Pool's Payment on Amortization Bases 4.034% 1,855%
One-Year Final Compensation 0,604% 0.000%
Phase out of Normal Cost Difference 0,000% 0.000%
Amortization of Side Fund 2,098% 0.000%
Total Employer Contribution Rate 16-354% 10.341%
2011-2012 Employee Contribution Rate 8.000% 7.000%
*The employee rate reduction of 111/o would begin immediately after you hire your first employee and last indefinitely.
California Public Employees'Retirement System
omxw.ca|pers.ca.Qov
MISCELLANEOUS PLAN OF THE CITY OF ATASCADERO (CALPERS ID: 1298901388)
February 2012
Page 2
For 2012-2013 the percentage savings is(8.78011/b+1.515%) -(7.7200/o+0.8020/0) = 1.773%. Based on the 2010
valuation,the ultimate employer annual dollar savings would then be 1.8%times the second tier fiscal
year payroll.
The Risk Pool's Payment on Amortization Bases is a temporary adjustment to the pool's contribution to"get the pool
back on schedule".This temporary adjustment varies in amount and duration from pool to pool.
As of.lune 30, 2010 Existing Plan New Second Tier Plan
2.5%@55 and One- 2%@55 and Three-Year Final
Year Final Compensation for newly hired
Compensation members
2012-2013 Employer Contribution Rate:
Risk Pool's Net Employer Normal Cost 8.780% 7.720%
Risk Pool's Payment on Amortization Bases 4,527% 1.996%
One-Year Final Compensation 0.607% 0.000%
PRSA 50% 0.908% 0.802%
Phase out of Normal Cost Difference 01000% 0.000%
Amortization of Side Fund 2.458% 0.000%
Total Employer Contribution Rate 17.280% 10.518%
2012-2013 Employee Contribution Rate 8.000% 7.000%
*The employee rate reduction of 1%would begin immediately after you hire your first employee and last indefinitely.
To initiate an amendment to the contract, please follow the Contract Amendment Report process on MyCaiPERS with our
Retirement Contract Services Unit, indicating your wish to contract for Section 20475 (Different Level of Benefits) and
identifying the group(s)to which the benefit reduction applies.
In sections 20463 (b) and (c), the California Public Employees' Retirement Law requires the governing body of a public
agency within five days of receipt of the contract amendment cost analysis, to provide each employee organization with
a copy of the analysis. If this cost analysis was requested by an employee organization, the employee organization is
also required within five days of receipt of the analysis,to provide a copy of the analysis to the public agency.
The June 30, 2010 Section 2 Risk Pool actuarial valuation report applicable to your new second tier plan can be viewed
on the following website:
http://www.ca 1pers.ca.gov/index.jsp?be=/employer/actuarial-gasb/risk-pool ing/va luation-reports.xml
If you have questions, please call (888)CalPERS(225-7377).
P
BARBARA J. WARE,FSA, MAAA
Enrolled Actuary
Senior Pension Actuary,CalPERS
/
. .
California Public Employees' Retirement System
Actuarial Office
P.O. Box 942709
Sacramento, CA 94229-2709
TTY: (S18) 7BS'324O
CaIPERS (888)225-7377phone ^ (916)7B5-2744 fax
vmxmxoalpero.00.gov
February O1,ZO1Z
CALPERSID: 1298901388
Employer Name: CITY OFATASCADERO
Rate Plan: SAFETY PLAN
Re: New Second Tier Plan(Section 20475: Different Level of Benefits Provided for New Employees; Section 213 63.1:
3.096@55 Full Formula; Section 20037:Thee-Year Final Compensation) For Fire Members Only
DearKequeston
In the tables below, we show your 2011-2012 and I012-2013 employer contribution rates before and after opening a
second der.
Ofthe rate components shown below,the first two are specific Uothe pool Uowhich the plan belongs and others are
specific toyour agency. However,the Phase out ofNormal Cost Difference will normally be 0% beginning with rates
established for 2011'2012,soithas noimpact from that time on.
The Side Fund will continue to be paid off by the first tier plan since all the past service on which it is based belongs to
those current members who will continue in the first tier. The scheduled dollar amounts payable will continue as
before. However, because newly hired members will be covered by the second tier, the number ofmembers and
payroll in the first tier will (after several years) gradually decline. The Amortization o[Side Fund rate component is the
dollars needed topay off the side fund divided bythe payroll. Soaslong anthe Side Fund remains,the first tier rate
will increase as its payroll decreases. The first tier side fund |sscheduled to be paid off after 13 years from June
30, 2012,
Therefore, in determining the employer contributions savings, Amortization of Side Fund should be excluded. For your
agency,the ultimate annual employer savings equals the difference between the Normal Cost and Surcharges rates
times the second tier payroll. For 2011'J012the Normal Cost and Surcharges percentage savings is
(17.16496+1.02196)-(15.72596+0.00096) = 2.46096. Based wnthe 2009valuation,the ultimate employer
annual dollar savings would then be 2.5%times the second tier fiscal year payroll.
The Risk Pool's Payment on Amortization Bases is a temporary adjustment to the pool's contribution to"get the pool
back on schedu|e".This temporary adjustment varies in amount and duration from pool to pool.
As of June 30, 2009 Existing Plan New Second Tier Plan
3.0%@50 and One- 3.0%@55 and Three-Year Final
Year Final Compensation for newly hired
Compensation Fire members
2011-2012 Employer Contribution Rate:
Risk Pool's Net Employer Normal Cost 17.164% 15.725%
Risk Pool's Payment on Amortization Bases 5.927% 4.583%
One-Year Final Compensation 1,021% 0.000%
Phase out of Normal Cost Difference 0,000% 0.0000/0
Amortization of Side Fund 5.97811/o 0.000%
Total Employer Contribution Rate 30,090% 20.308%
2011-2012 Employee Contribution Rate 9.000% 9.000%
California Public Employees'Retirement System
nvwvv.ca|pers.ca.g*n
SAFETY PLAN OF THE CITY OF ATASCADERO(CALPERS ID: 1298901388)
February 2012
Page 2
For 2012-2013 the percentage savings is(17.245%+1.025%) -(15.52411/o+0.000%) = 2.746%. Based on the 2010
valuation,the ultimate employer annual dollar savings would then be 2.70/o times the second tier fiscal
year payroll.
The Risk Pool's Payment on Amortization Bases is a temporary adjustment to the pool's contribution to"get the pool
back on schedule".This temporary adjustment varies in amount and duration from pool to pool.
As of June 30, 2010 Existing Plan New Second Tier Plan
3.0%@50 and One- 3,0%@55 and Three-Year Final
Year Final Compensation for newly hired
Compensation Fire members
2012-2013 Employer Contribution Rate:
Risk Pool's Net Employer Normal Cost 17.245% 15.524%
f
Risk Pool's Payment on Amortization Bases 6.436% 4.533%
One-Year Final Compensation 1.025% 0.000%
Phase out of Normal Cost Difference 0.000% 0.000%
Amortization of Side Fund 6.314% 0.000%
Total Employer Contribution Rate 31.020% 20.057%
2012-2013 Employee Contribution Rate 9.000% 9.000%
To initiate an amendment to the contract, please fallow the Contract Amendment Report process on MyCaIPERS with our
Retirement Contract Services Unit, indicating your wish to contract for Section 20475 (Different Level of Benefits) and
identifying the group(s)to which the benefit reduction applies.
In sections 20463 (b) and (c), the California Public Employees' Retirement Law requires the governing body of a public
agency within five days of receipt of the contract amendment cost analysis, to provide each employee organization with
a copy of the analysis. If this cost analysis was requested by an employee organization, the employee organization is
also required within five days of receipt of the analysis,to provide a copy of the analysis to the public agency.
The June 30, 2010 Section 2 Risk Pool actuarial valuation report applicable to your new second tier plan can be viewed
on the following website:
http://wviw.calpers.ca.gov/index.jsp?bc=/employer/actuaria I-gasb/risk-pooling/val uation-reports.xmi
If you have questions, please call(888)CaiPERS(225-7377).
BARBARA J. WARE, FSA,MAAA
Enrolled Actuary
Senior Pension Actuary,CaiPERS
��|
��
�[)|\
��-
_ ~
Colifornjo Public Employees' Retirement System
Actuarial Office
P.O. Box Q4278Q
Sacramento, CA 94229'2709
TTY: (B1S) 785'324O
Cal (888) 225-7377 phone ^ (818)795-2744fax VAP
vvww.cm/p*rm.ca.Qpv ^"'^
February 01, 2012
CALPERS ID: 1298901388
Employer Name: CITY OFA7ASCADERO
Rate Plan: SAFETY PLAN
Re: Now Second Tier Plan (Section 20475/ Different Level ofBenefits Provided for New Employees; Section 21363.1:
3.0%@55 Full Formula; Section 20037:Thnee'YearF|na|Compensation) ForFWe-MemheraOnly
5, worn Ob\'�ea
DearRequeston
In the tables below, we show your 2011-2012 and 2012,3013 employer contribution rates before and after opening a
second tier.
Ofthe rate components shown below,the ficsttwo are specific tothe pool towhich the plan belongs and others are
specific toyour agency. However,the Phase out of Normal Cost Difference will normally beU96beginning with rates
established for l011'2V14xo¢has nuimpact from that time on.
The Side Fund will continue tobepaid off bythe first tier plan since all the past service onwhich ¢|sbased belongs to
those current members who will continue in the first tier. The scheduled dollar amounts payable will continue an
before. However, because newly hied members will be covered by the second dor, the number of members and
payroll in the first tier will (after several years) gradually decline. The Amortization o[Side Fund rate component is the
dollars needed tupay off the side fund divided hythe payroll, 5oaslong asthe Side Fund remains,the first tier rate
will increase as its payroll decreases. The first tier side fund is scheduled to be paid off after 13 yeas from June
30, 2012,
Therefore,in determining the employer contributions savings,Amortization of Side Fund should be excluded, For your
agency,the ultimate annual employer savings equals the difference between the Normal Cost and Surcharges rates
times the second tier payroll, For 2U11-Z012the Normal Cost and Surcharges percentage savings iy
(17.16496+1.02196) '(15.725Y6+0.00096) = 2.46096. Based on the 200Svaluation,the ultimate employer
annual dollar savings would then be 2.5%times the second tier fiscal year payroll.
The Risk Pool's Payment on Amortization Bases is a temporary adjustment to the pool's contribution to"get the pool
back on schedule".This temporary adjustment varies in amount and duration from pool to pool.
As of June 30, 2009 Existing Plan New Second Tier Plan
3.0%@50 and One- 3.0%@55 and Three-Year Final
Year Final Compensation for newly hired
Compensation Fire members
2011-2012 Employer Contribution Rate:
Risk Pool's Net Employer Normal Cost 17,164% 15,725%
Risk Pool's Payment on Amortization Bases 5.927% 4.583%
One-Year Final Compensation 1.021% 0.000%
Phase out of Normal Cost Difference 0,000% 0.000%
Amortization of Side Fund 5,978% 0,000%
Total Employer Contribution Rate 30,090% 20,308%
2011-2012 Employee Contribution Rate 9.000% 9.000%
California Public Employees'Retirement System
vvvvw.ca|pera.ca.gmv
SAFETY PLAN OF THE CITY OF ATASCADERO (CALPERS ID: 1298901388)
February 2012
Page 2
For 2012-2013 the percentage savings is(17.245%+1.025%)-(15.524%+0.000%) = 2.746%. Based on the 2010
valuation,the ultimate employer annual dollar savings would then be 2.7%times the second tier fiscal
year payroll.
The Risk Pool's Payment on Amortization Bases is a temporary adjustment to the pool's contribution to"get the pool
back on schedule".This temporary adjustment varies in amount and duration from pool to pool.
As of June 30, 2010 Existing Plan New Second Tier Plan
3.0%@50 and One- 3.0%@55 and Three-Year Final
Year Final Compensation for newly hired
Compensation Fire members
2012-2013 Employer Contribution Rate:
Risk Pool's Net Employer Normal Cost 17.245% 15.524%
Risk Pool's Payment on Amortization Bases 6.436% 4.533%
One-Year Final Compensation 1.025% 0.000%
Phase out of Normal Cost Difference 0.000°/% 0.000%
Amortization of Side Fund 6.314% 0.000%
Total Employer Contribution Rate 31.020% 20.057%
2012-2013 Employee Contribution Rate 9.000% M00%
To initiate an amendment to the contract,please follow the Contract Amendment Report process on MyCalPERS with our
Retirement Contract Services Unit, indicating your wish to contract for Section 20475 (Different Level of Benefits) and
identifying the group(s)to which the benefit reduction applies.
In sections 20463 (b) and (c), the California Public Employees' Retirement Law requires the governing body of a public
agency within five days of receipt of the contract amendment cost analysis, to provide each employee organization with
a copy of the analysis. If this cost analysis was requested by an employee organization, the employee organization is
also required within five days of receipt of the analysis,to provide a copy of the analysis to the public agency.
The June 30, 2010 Section 2 Risk Pool actuarial valuation report applicable to your new second tier plan can be viewed
on the following website:
http://www-calpers.ca.gov/index.jsp?bc=/employer/actuarial-gasb/risk-pooling/valuation-reports.xmI
If you have questions, please call(888)CalPERS(225-7377).
BARBARA J. WARE, FSA, MAAA
Enrolled Actuary
Senior Pension Actuary,CalPERS
ITEM NUMBER: C - 1
DATE: 05/08/12
n FR m l''lll� ff IF �
C4 7
Atascadero City Council
Staff Report — Public Works Department
North County Transit Plan Presentation
RECOMMENDATION:
Council receive and file this report after presentation of the draft North County Transit
Plan by SLOCOG transit consultant.
DISCUSSION:
A representative from Nelson \ Nygaard Consulting Associates, Inc., a transportation
planning consultant retained by San Luis Obispo Council of Governments (SLOCOG),
will be presenting the draft North County Transit Plan dated March 2012. While there
are no final decisions or binding agreements before the City Council, the consultant is
looking for comments on the concepts included in the presentation and outlined below.
The final report will be presented to the SLOCOG Board on June 6, 2012. Once
accepted by the Board, it is anticipated negotiations will begin later this year between
SLOCOG, RTA and the cities of Atascadero and Paso Robles on potential
implementation of modified transit service in the North County.
The executive summary of the referenced report is attached as "Attachment 1," and the
full report is available on the City's website.
Background- Local transit in the North County historically has been provided by a
coordinated effort between three transit operators. The North County Transit Plan has
been a collaborative process led by SLOCOG and involving the three transit agencies.
Representatives of the City of Paso Robles, the Regional Transit Authority (RTA), and
the City of Atascadero have participated in a number of stakeholder meetings, ridership
surveys, public workshops and numerous staff teleconferences, as the study developed
over the past year. The study has analyzed the three independent operations, the
services each provides, and the financial records of each operation. The study was
funded by a grant obtained by SLOCOG.
ITEM NUMBER: C - 1
DATE: 05/08/12
At initial meetings with SLOCOG, Paso Robles, and RTA staff, the City outlined the
primary concerns regarding transit service in the North County, and more specifically
Atascadero, namely:
• Need for local control,
• Improved system-wide efficiency,
• Elimination of duplicate fixed route service on the EI Camino Real corridor,
• Importance of Dial-a-Ride,
• Protection of Transportation Development Act (TDA) funding.
Providing transit service has always been challenging. The goal of this study was to
identify efficiency improvements, opportunities for consolidated service, and outline
programs to improve the viability of transit service to the North County. The City of
Atascadero historically has been able to operate transit at or near the 20% fare box
recovery ratio (FBR), by successfully adjusting fares and service hours to meet these
revenue targets.
In contrast, for the past three years, the City of Paso Robles did not meet the required
FBR for their transit operation, and consequently was required to make a General Fund
contribution to cover the shortfall amount. They have recently expressed an interest in
transferring local transit services within the City of Paso Robles to RTA.
The City of Atascadero transit services currently operate at an estimated 18% to 20%
FBR. The 20% FBR has been increasingly difficult to meet since the reduction in the
Cuesta College fixed route transit subsidy in 2011. Historically the City's fixed route
revenue has been over the 20% FBR, while Dial-a-Ride has been under the required
percentage by a like amount. The combined transit revenue historically has allowed the
City to meet the requirement with minimal rate increases and adjustments to service
hours.
The consultant will present and review the four options considered in the report,
namely:
Alternative 1 : Minor Shift to Express Service — Added peak hour service
on RTA Route 9, with midday reductions to 2-hour service.
This alternative would also add service to the hospital and
downtown Templeton. No local service changes.
Alternative 2: Major Shift to Express Service — major shift to Express
Service on RTA Route 9, and reductions to 2-hour regional
connections all day, with the same service increases to
Templeton. No local service changes.
Alternative 3a: Consolidation of all fixed route in the North County to RTA,
with no shift to express service; Route 9 would replace the
EI Camino Shuttle (Atascadero) and the Paso Express
Route C. Paso Robles and Atascadero retain Dial-a-Ride.
ITEM NUMBER: C - 1
DATE: 05/08/12
Alternative 3b: Consolidation of all fixed route in the North County to RTA,
including Paso Dial-a-Ride (operated by Runabout), with no
shift to express service. Route 9 would replace the EI
Camino Shuttle (Atascadero) and the Paso Express Route
C. Atascadero retains Dial-a-Ride.
The report concludes that the recommended option (Option 3b) is for consolidation of
Paso Robles entire transit operation and only Atascadero's fixed route operation,
leaving the City to continue to operate its Dial-a-Ride service. It estimates that this
consolidation would result in an initial annual savings of approximately $350,000, and
less over time. It also states that any consolidation would likely occur over a two-year
transition period, allowing time for a negotiated Memorandum of Understanding
between stakeholders, and other operational details.
Community Impact: The consolidation of fixed route transit service in the North County
has the potential to improve service to the transit rider, and reduce operating costs for
the agencies providing transit service. Reduced operating costs may result in
expanded or enhanced transit services by RTA, or additional LTF funds for local road
maintenance. It also would create a single source for transit information (route maps,
website, fare passes, etc.), improved Express Route service, and eliminate multiple
transfers between operators, schedule conflicts, and long wait times at transfer points.
The continuation of the Atascadero Dial-a-Ride could be impacted by increased
pressure to raise fares to cover the loss of fixed route revenues in the future. If a
reduced FBR percentage (from 20% to 10%-15%) can be negotiated, there would be
little or no immediate effect on current fares.
Should the City be subject to reduced revenue and realize General Fund impacts, other
program or staffing reductions citywide may be necessary.
Summary: The City Council will need to decide if consolidated transit service and
associated overall operational savings is in the best interest of the City and its local
riders; and if it believes that RTA can deliver:
1.) Cost effective service, and,
2.) Assurance to the City that Local Transportation Funds (LTF) are protected for
the continued operation of Atascadero Dial-a-Ride and road maintenance.
The second item is outside the purview of the consultant and their report, but will
undoubtedly be the subject of future discussions with SLOCOG and RTA management.
Analysis: Operating costs for transit currently include an allocation of staff time and
general overhead that includes Transit Dispatch, portions of Public Works
Administration and Administrative Services, and City Management. This is currently
estimated at an aggregate of $150,000 per year. If the fixed route were to be
consolidated with RTA there would be very little reduction to the City allocation to transit
ITEM NUMBER: C - 1
DATE: 05/08/12
as most of the expense is associated with Dial-a-Ride. Local transit grant application
processing as well as local bus stop maintenance may remain with the City.
An additional, and perhaps most costly, potential impact of consolidation is reduction to
the City's Local Transportation Fund (LTF) revenue. By reducing or eliminating transit
operations the City may be vulnerable to lower or eliminated Transportation
Development Act (TDA) funds. LTF funds are part of State TDA funds earmarked for
transit, and secondarily road maintenance. Currently the City uses approximately
$400,000 of LTF funds for road maintenance. The City of Atascadero is the only
incorporated City in the County able to utilize this road maintenance funding option.
The elimination of the LTF funds for road purposes would result in General Fund
impacts, and potential reductions in other services based on future City Council budget
priorities.
In an effort to eliminate duplication of service and simplify transit use to the rider, Staff
supports fixed route consolidation as it has the potential to save several hundred
thousand dollars per year in operational costs. However consolidation should only be
done if the City maintains reasonable local control and is made whole financially while
continuing to operate our local Dial-a-Ride. The City does not have the ability to absorb
any loss of revenue or increased operational costs in the current economy, and into the
foreseeable future. The key to successfully consolidating North County transit
operations will be in the details of the future negotiated MOU.
There are potential unknown financial impacts to the City over the long-term, as TDA
revenue is directed to transit operators.
However, there will be little or no financial impact over the next two years, as the
proposed implementation schedule for consolidation would not begin until the 2014 /
2015 fiscal year. There would be legal expenses associated with the development of
an MOU, over the next 12 to 18 months.
Once implemented the operation of a "Dial-a-Ride Only" system alternative would then
have three years from the initiation date to meet the required Fare Box Recovery ratio.
The General Fund would not be at risk of making a transit supplemental funding
payment until 2017 / 2018 at the earliest should the FBR not be met.
The consultant's report estimates system-wide savings of the preferred alternative
would be an annual savings of over $300,000 initially.
Staff recommends the Council support the concept of consolidated fixed route service
by RTA, with continued City operation of its Dial-a-Ride service, and accept the report
as presented. Future discussions of a potential MOU for North County Transit Service
would then be brought back to the Council prior to initiation.
ITEM NUMBER: C - 1
DATE: 05/08/12
FISCAL IMPACT:
There is no fiscal impact for the Council to receive and file this report. There are
potential unknown financial impacts to the City over the long-term, as TDA revenue is
directed to transit operators.
ATTACHMENTS:
1. Executive Summary from the North County Transit Plan, March 2012 by Nelson \
Nygaard Consulting.
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
Attachment 1
Executive Summary
The Transit Plan for North San Luis Obispo County has
been a collaborative effort led by the San Luis Obispo
Council of Governments(SLOCOG)with the Cities of
Atascadero and Paso Robles and the San Luis Obispo
Regional Transit Authority(RTA). The comprehensive
analysis of public transportation services has resulted in
this Plan with recommended changes to the services and
organizational structure of transit services in North San
Luis Obispo County(North County hereafter).This Plan
covers a seven year time frame,from FY 2012/13 through
FY 2018/19.
Transit services in North County are provided by three
separate transit providers. RTA operates Route 9,a
regional service running hourly north-south between Paso Robles and San Luis Obispo with limited
service to San Miguel.Major transfer points are located at the route's anchors—the North County
Transportation Center and the San Luis Obispo Transit Center—as well as the Las Tablas Park and Ride
and Atascadero City Hall.
Local services are provided by the Cities of Atascadero and Paso Robles. The City of Atascadero provides
an extensive weekday dial-a-ride service throughout the City and an hourly fixed route service called the El
Camino Shuttle. On Saturdays,a limited service known as the Saturday Traveler connects major
destinations within the Atascadero city limits. The City of Paso Robles operates three local routes(Routes
A,B and C)on hourly headways that circulate throughout the City Monday through Saturday.
Route C and the El Camino Shuttle were implemented as a replacement to the North County Shuttle
(NCS)when it was discontinued in July 2011. The NCS was a cooperative service that operated between
Atascadero and Paso Robles. With the two replacement routes,riders traveling between Atascadero and
Paso Robles and who choose not to use RTA Route 9 now have to transfer between the services at Las
Tablas Park&Ride.
RECOMMENDATIONS
This is a unique plan because there are both local and regional transit services that serve markets with
diverse goals and needs in North County.The Plan provides a variety of recommendations for enhancing,
consolidating,marketing and monitoring transit services in North County.
Key recommendations are as follows:
■ The three transit providers should adopt the goals and objectives in this plan to guide North
County transit services.
■ The North County Urbanized Area Technical Committee should be expanded to oversee service
consolidation.
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
■ Continue status quo service for the next two years while taking the required steps to consolidate
fixed route services and Paso Robles Dial-A-Ride under RTA.
■ The Cities of Atascadero and Paso Robles,RTA and SLOCOG should cooperatively work together
to develop and implement a Memorandum of Understanding(MOU)that address all key elements
to consolidate services.
■ Develop a plan for allocating operating savings due to consolidation. Options include further
transit enhancements or returning local funds to the cities,or a combination of these options.
■ To improve the public's understanding of transit service availability in North County,develop a
consolidated transit brochure/map,establish one centralized call number,and update websites to
reflect planned consolidated services.
■ Procure one expansion vehicle for RTA Route 9; explore capital improvement modifications
associated with the consolidated fixed route service plan.
■ Conduct studies and plan for Park N Ride expansion opportunities at 4th/Pine in Paso Robles and
in Atascadero in the vicinity of Bank of America.
■ In FY 2014/15,implement the preferred service alternative(3B,described below).
■ Monitor service and assess whether RTA performance standards are being met. Report results to
the City Councils and policy boards.
■ Pursue discretionary federal capital grants and explore opportunities for local funding
enhancements.
North County Profile
North County includes the incorporated cities of Paso Robles and Atascadero as well as the
unincorporated County communities of Templeton,Santa Margarita,San Miguel,and Shandon.The study
area has a population of 68,477,roughly a quarter of all San Luis Obispo County residents.
The North County urbanized area consists of the more densely populated Cities of Paso Robles and
Atascadero as well as the non-incorporated areas of Templeton and Santa Margarita. Two rural
communities outside of the urbanized area boundaries(San Miguel and Shandon)are also part of this
plan study area.Figure o-1 displays the study area boundary for the NCTP as well as cities and
communities within North County.
There is a strong regional connection(in both directions)between North County and other parts of San
Luis Obispo County(especially San Luis Obispo),as indicated by regional commute patterns. About 40%
of employees in North County live outside of the area and about half of the workers in North County
commute outside of the area for their job.Because the City of San Luis Obispo is the major cultural and
employment center in the region,the vast open spaces between urbanized areas equate to long commutes
for many of North County's residents,relatively high congestion,and growing travel times for both the
drive alone and transit travel markets.
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
Figure 0-1 North County Overview
_ MONTEREY COUNTY
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ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
Public Outreach
Public outreach for the North County Transit Plan was conducted in two phases.The first phase,
completed in July 2011,consisted of a public focus group meeting and a key stakeholder meeting
consisting of technical staff and elected officials from the Cities of Atascadero and Paso Robles and
SLOCOG staff and Board members. The purpose of these meetings was to share preliminary findings on
existing transit services and to obtain input about transit needs and priorities for improving service before
developing service scenarios and organizational alternatives. Many similar themes emerged from these
meetings. Key among them was interest in more limited-stop express service between North County and
San Luis Obispo for faster travel times to downtown San Luis Obispo County. Riders noted that service is
difficult to navigate because there are three separate systems,and multiple transfers between routes are
confusing and often result in long wait times.Improving access to information about public transit
services in a variety of formats was stated as a high priority. Other common themes were restoring service
to downtown Templeton,later evening and earlier morning service and better transfer connections.There
was also interest in testing a summer pilot service along Highway 41 to offer access to the coast for
residents and tourists alike.
Phase Two of the outreach process consisted of two public meetings held in January,2012,one in
Atascadero and one in Paso Robles. The purpose of these two meetings was to present an update on the
planning process and the proposed service alternatives to solicit comments and feedback. Support and
preferences were for Alternative 3 (see discussion below on service alternatives)to consolidate fixed-route
service in North County under the RTA to provide seamless travel between Atascadero and Paso Robles
and San Luis Obispo.The public also strongly supported providing more express service and restoring
service to Templeton. When asked to rank future service enhancements among three options,later
evening service and the addition of a Sunday schedule to provide service seven days a week was most
important.
Service Plan
Using data from the Existing Conditions report(submitted in July 2011),
feedback from various focus groups and stakeholder interviews,and
direction received from the North County Urbanized Area Technical
Committee(Committee)three service alternatives(assuming the same
level of funding)were developed. They are:
Alternative 1:Minor Shift to Express Service—This alternative adds a
moderate amount of peak-period express service on RTA's Route 9 but
reduces midday service to every 2 hours during the midday period. The OL
regional service,however,would be modified to serve downtown
Templeton and Twin Cities Hospital. No changes are made to the local Z
fixed route services provided in Paso Robles or Atascadero. C
Alternative 2:Major Shift to Express Service—This alternative
dramatically shifts resources on RTA's Route 9 to express services and -
limits regional connections to every 2 hours throughout the day. As with Alternative 1,new service would
be provided to downtown Templeton and RTA's Route 9 would also serve the Twin Cities Hospital. No
changes are made to the local fixed route services provided in Paso Robles or Atascadero.
Alternative 3: Consolidated Fixed Route Services under RTA—This alternative assumes a single transit
operator in North County and consolidates all fixed route services(and the Paso Robles Dial-a-Ride)into
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
RTA. Rather than shifting to express services,RTAs Route 9 would replace the El Camino Shuttle in
Atascadero and Paso Express Route C,thus providing a single-seat ride to most destinations in North
County. Routes A and B in Paso Robles would remain unchanged.
Based on feedback from the focus groups and Committee,it was clear that Alternative 3 was the most
favorable alternative. However,prior to selecting this as the preferred alternative,the Committee agreed
that it was important to develop a modification of Alternative 3 that also consolidates the Paso Robles
Dial-A-Ride service(to be operated by Runabout). This alternative was referred to Alternative 3B while
the Alternative 3 mentioned above was renamed Alternative 3A. To assist the Committee in selecting a
preferred alternative,an evaluation matrix was developed that compared the alternatives to assess how
well they satisfy the goals and objectives presented in Chapter 6. Other important criteria to evaluate the
merits of each alternative include ridership estimates,projected operating costs and farebox recovery ratio
for fixed route and dial-a-ride service. Figure 1-2 below presents this matrix.Based on this evaluation
matrix and discussions with the North County Technical Committee,Alternative 3B was selected as the
preferred option.
To summarize,the preferred alternative—Alternative 3B—includes full consolidation of all fixed route
services in North County as well as the local dial-a-ride operated in Paso Robles. The dial-a-ride in
Atascadero would continue to be operated by the City of Atascadero.A schematic of the weekday stops is
shown in Figure 1-3 and a map of the route is displayed in Figure 1-4.
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
Figure 0-2 Service Alternatives Evaluation Matrix
Alternative 1 Alternative 2 Alternative 3A Alternative 313
All local and regional
Major Shift to Express;less fixed routes merged into
Minor Shift to Express; midday service on Rte 9; RTA;no more duplication Same as 3A except Paso
Local Services remain local services remain on ECR;local DAR's Express Dial a Ride
unchanged unchanged remain unchanged merges into RTA
Improve schedule coordination :,i 4"
Enhance express service # 4
Minimize duplicative service 0
Maximize opportunities for Park&Ride Lots �wo _p
Maintain orexpand service to small communities
Provide multimodal connections
Explore service consolidation
Support incentives for consolidation
Public support
Committee support
Ridership Estimates
Fixed Route Ridership(Plan year 3) 383,000 391,000 387,000 387,000
Dial-a-Ride Ridership 20,000 20,000 20,000 20,000
Operating Costs u 0 0
Fixed Route Farebox Recovery Ratio 0 0
Average Rating
Average Score 2.5 2.9 3.5 3.6
Fully meets or exceeds 4
Partiallymeets 3
Partiallydoes not meet 2
Does not meet 1
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
Figure 0-3 Alternative 313: Weekday Service by Existing or Proposed Stop
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X CC E
LU Q cr_
San Miguel
Central San Miguel
Paso Robles
Cuesta College
OT North County Transp. Center
Park &Ride(4th and Pine)
Target(Theater Drive)
Templeton
Las Tablas Park&Ride
Twin Cities Hospital/Posada Lane
Downtown Templeton
Atascadero
Northern Atascadero
0 Atascadero Transit Center
Curbanl Park &Ride S
Southern Atascadero
Santa Margarita
Downtown Santa Margarita
Santa Margarita Park&Ride
San Luis Obispo
Cal Poly(two stops)
SLO Government Center
Note:Routes A and B in Paso Robles are not shown on this graphic but connect to RTA Route 9 at the North County Transportation Center.
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
Figure 0-4 Alternative 313: Consolidated Fixed Route North County Service
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ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
Service Expansion Options
If additional funds are available for further enhancing transit services,then the following recommended
transit expansion options should be considered.
■ Additional Express Trips—More express service was stated as a desired service improvement.If
the preferred alternative does not include additional express service in North County,it should be
considered as a high priority. The cost for providing one express round trip is approximately
$50,000 annually.
■ Expanded Service Hours—One of the top service expansion priorities among existing passengers
was the expansion of service hours. One hour earlier service and service later in the evening
should be considered for Regional Route 9 and local service in Paso Robles on Routes A and B.
■ Sunday Service—Since local routes A and B in Paso Robles do not operate on Sunday,a limited
service schedule on these routes would be desirable.
■ Service on Highway 41 to Morro Bay-Options to test this service are a vanpool program and
traditional or flexible fixed route service operating only during summer months to attract
residents and tourists alike.
■ Service Highway 46-Shandon to Paso Robles—Options include a flexible fixed route service
operating on a regular schedule with deviations anywhere in Shandon to pick up or drop off
passengers.
Organizational Structure
An important element of the North County Transit Plan was to review the current organizational structure
of North County transit services and explore coordination,integration or consolidation alternatives that
could improve the efficiency and effectiveness of transit services. To initiate this effort,the consultant
conducted individual interviews with key stakeholders. Based on the feedback from these interviews,the
goals and objectives developed for this Plan and the consultant's experience with transit service
coordination and consolidation,four organizational alternatives were developed and are summarized
below:
1. Status Quo with more formalized Coordination—The three separate transit providers would
remain independent under this option. The only change would be to formalize existing
arrangements with the existing North County Urbanized Area Technical Committee to further
support the Committee for specialized coordination and marketing activities.
2. Administrative Consolidation—This option would be to consolidate Atascadero and Paso Robles'
administrative functions with RTA to streamline administrative functions. RTA would serve as
the lead agency and would absorb the cities'transit-related administrative functions,alleviating
city staff of these responsibilities.From a practical perspective,consolidating administrations
would be challenging and require significant effort from all three agencies. Given that the
potential cost savings are minimal,the North County Transit Plan Committee did not support this
option.
3. Partial Consolidation—This option would consolidate all fixed route services(Paso Robles fixed
route services and the Atascadero-operated El Camino Shuttle and the Saturday Traveler)plus the
Paso Robles Express Dial-A-Ride with RTA. A partially consolidated system would allow for more
efficient operations because all routes would be part of one transit system and local and regional
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
services could be better integrated.Based on the numerous qualitative service benefits of
consolidating fixed route services and potential cost savings, the Committee recommended this
option. This is consistent with Preferred Service Alternative 3B,described above).
4. Full Consolidation—A fully consolidated transit system in North County would consolidate local
and regional transit services under a single agency inclusive of fixed route and Dial-A-Ride
services.This would require a single administrative structure and policy board that combines all
transit services in a way that allows it to operate as one system. This plan has made major strides
in advancing full consolidation with the proposed first step of merging fixed route services and
Paso Robles Dial-Ride under an RTA operation. This will make this longer-term option easier and
potentially more politically acceptable to transition to a fully consolidated system at a future date.
Financial Plan
Cost Comparison
An important element of the financial plan was to demonstrate the estimated cost savings under fixed
route consolidation and consolidation of Paso Robles Dial-A-Ride. Based on an agreed upon set of
conservative assumptions,costs were projected and fixed route savings estimated at just under$364,000 1
as displayed in Figure 1-5. The major reasons for the cost savings under a fixed route consolidation are
twofold: 1)there is a reduction in service hours because there is no longer duplicative service on El
Camino Real with one consolidated Route 9 and 2)Atascadero and Paso Robles would no longer incur
fixed costs2 associated with their fined route services.
Dial-A-Ride costs are projected to be$48,000 higher than existing Dial-A-Ride costs under a Paso Robles
Dial-A-Ride consolidation(Alternatives 3A and 3B)because Atascadero has estimated their fixed costs
would increase when their dial-a-ride is a stand-alone service(i.e.,the City would no longer operate both
fired route and dial-a-ride service).
Costs are presented in FY 2014/15 dollars because it is assumed it will require two years to complete the consolidation process.
2 Fixed costs refer to cost elements such as office space,administrative support,computer maintenance costs and other non-variable cost
items.
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
Figure 0-5 Comparative Costs
Ar
Existing Service Consolidated
based on Consolidated Fixed Route
All Figures Projected 2010/2011 Minor Shift To Focus on Fixed Route Service incl.Paso
to FY 2014115 service levels Express Service Express Service Service Express DAR
Fixed Route Service
Estimated Fixed Route
Costs
RTA $1,087,099 $1,114,284 $1,111,894
Paso Robles $803,351 $803,351 $803,351
$1,747,692 $1,747,692
EI Camino Shuttle&Sat.
Traveler $221,108 $221,108 $222,582
Est.Fixed Route Total Costs $2,111,558 $2,138,743 $2,137,826 $1,747,692 $1,747,692
Fixed Route cost savings
(compared to existing
services) $27,185 $26,268 ($363,866) ($363,866)
Dial-A-Ride Service
Estimated DAR Route Costs
Runabout $540,193 $540,193 $540,193 $540,193 $692,126
Paso Express DAR $162,459 $162,459 $162,459 $162,459
Atascadero DAR $437,806 $437,806 $437,806 $485,819 $485,819
Est.DAR Total Costs $1,140,458 $1,140,458 $1,140,458 $1,188,471 $1,177,945
DAR cost savings
(compared to existing
services) $0 $0 $48,013 $37,487
Total savings (compared
to existing services) $27,185 $26,268 ($315,853) ($326,379)
Notes.
Service hours and service miles for each alternative are estimated by NelsonlNygaard.
Costs are calculated on a fixed,hourly and mileage cost basis for each alternative.
Costs are based on 2009/2010 and 2010/11 figures provided by each service provider;March 2012.
25%of total Runabout hours,miles and costs are attributed to North County.
Alternatives 3A and 36 eliminates fixed costs for Paso Express and Atascadero Fixed Route services and assumes RTA fixed costs remain the same.
Costs are shown in FY 14/15 because consolidation in Alternatives 3A and 3B are not slated to occur until FY 14/15.All alternatives(including existing)are
shown in FY 14/15 dollars.
In Alternatives 3A and 3B,fixed DAR costs from Paso DAR are eliminated and replaced with the estimated DAR fixed costs based on the Nipomo DAR plus
existing Runabout Fixed Costs.
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
Cost Projections and Funding Plan
Operating costs were projected separately for fixed route and dial-a-ride service for the preferred service
alternative(313)for seven years,beginning in FY 2012/13 through FY 2018/19. The costs assume status
quo service for the first two years while steps are taken to implement the consolidated service plan. In the
first two years of the plan,fixed route costs are estimated at approximately$2 million and then decrease
to about$1.75 million in year 3 under the consolidated service plan.With constant service levels in the
remaining four years of the plan,costs gradually increase to $1.9 million in FY 2018/19.
Dial-a-ride service costs are approximately$1.08 million in the first two years of the plan and then in year
3,there is a slight jump in costs due to increased fixed costs Atascadero expects to incur when operating
its dial-a-ride as a stand-alone service. Service levels for dial-a-ride remain the same in each year of the
plan.
The capital element outlines the number and type of vehicles required to support the consolidated service
plan.New Park N Ride facilities are needed to support enhanced express service although they are not
essential for service start-up and are programmed in outer years of the plan.
Revenues to support transit service in North County are assumed to be the same sources relied upon today
with modest gains consistent with the 2010 RTP. The seven-year funding plan presented in Figure 1-6
compares the total operating and capital costs to expected funding sources. It demonstrates that funds
are adequate to support the service and capital plan plus allow for additional transit enhancements,return
local funds to the cities or a combination.
Implementation Plan
The implementation strategy discusses the steps that need to be taken to implement the recommendations
in the plan and the sequence in which they could be carried forward. It will require a wide range of
activities,most of which will be led by RTA with the cooperation and coordination of the Cities of
Atascadero and Paso Robles and SLOCOG. Early endorsement and support from policy makers and
agency management will be a critical component for moving forward with consolidating services.
In addition to the essential administrative first steps,the major tasks involved in implementing the
recommended service plan focus on service planning,operations,marketing/public information,and
capital and financial planning.Following the introduction of the new service in FY 2014/15,monitoring
the effects on ridership,revenues and other key indicators will be critical.
ITEM NUMBER: C - 1
DATE: 05/08/12
Attachment 1
Figure 0-6 Summary of Costs and Funding
'FY2012.13 FY 2013-14 FY 2014-15 FY 2015-16 FY 204-17 FY 2017-18 FY 201 S-1 9
Federal Funding
FTA 5307 $732,160 $761,446 $791,904 $823,580 $856,524 $890,785 $926,416
FTA STIC $272,174 $285,782 $300,071 $315,075 $330,829 $347,370 $364,739
FTA Summary $1,004,334 $1,047,229 $1,091,976 $1,138,655 $1,187,352 $1,238,155 $1,291,155
State Funding
TDA Summary
(LTF+STA) $2,239,638 $2,269,396 $2,299,673 $2,330,480 $2,361,829 $2,393,733 $2,426,205
Fares Summary $622,509 $628,334 $624,776 $630,624 $636,530 $642,495 $648,520
Total Revenues $3,866,481 $3,944,960 $4,016,425 $4,099,759 $4,185,711 $4,274,383 $4,365,880
OPERATING COSTS
Total Operating
1W1!!
Costs FY i i i i %Jjj i
Fixed Route
Atascadero ECS $211,053 $215,528
Paso Express $785,819 $802,140
RTA $1,041,116 $1,063,856 $1,747,692 $1,785,548 $1,824,234 $1,863,767 $1,904,168
Subtotal $2,037,988 $2,081,525 $1,747,692 $1,785,548 $1,824,234 $1,863,767 $1,904,168
Dial a Ride
Atascadero DAR $419,878 $428,747 $485,819 $496,031 $506,460 $517,110 $527,986
Paso DAR $155,800 $159,094
Runabout $517,917 $528,936 $692,126 $706,753 $721,693 $736,952 $752,536
6 Subtotal $1,093,595 $1,116,778 $1,177,945 $1,202,784 $1,228,153 $1,254,062 $1,280,522
Total Operating Costs $3,131,584 $3,198,303 $2,925,637 $2,988,333 $3,052,386 $3,117,829 $3,184,690
Total Capital Costs $242,634 $568,429 $539,691 $1,102,726 $774,314 $551,906 $445,757
Total Costs $3,374,218 $3,766,733 $3,465,328 $4,091,058 $3,826,700 $3,669,735 $3,630,447
SUMMARY
FY i i i i i
Total Revenues $3,866,481 $3,944,960 $4,016,425 $4,099,759 $4,185,711 $4,274,383 $4,365,880
Total Costs $3,374,218 $3,766,733 $3,465,328 $4,091,058 $3,826,700 $3,669,735 $3,630,447
Annual Balance $492,263 $178,227 $551,097 $8,701 $359,011 $604,648 $735,433
Cumulative Balance $492,263 $670,490 $1,221,587 $1,230,288 $1,589,299 $2,193,947 $2,929,380
Notes:
Except for Atascadero,the 5307 dollars have historically been set aside for operating assistance. The level of capital funding that Atascadero Transit has used
varied from year to year-see current POP table below.
The Cuesta College subsidy($40K)is split based on Two Quarters FY 11112 actual ridership.The amounts to each organization are:$5,939(14.8%)to
Atascadero,$27,366(68.4%)to Paso Robles and$6,695(16.7%)to RTA. There is no year to year growth in this college subsidy that provides for free rides to
Cuesta students on all three systems.
General passenger ridership is assumed to grow at a rate of 1%per year.
The preferred alternative is scheduled for partial service consolidation occurring in fiscal year 2014-2015.