As called for in the Landscape and Lighting Act of 1972, a yearly assessment is to be made for each Maintenance District. For Council reference, the Districts are located on the attached map (Exhibit A). The estimated assessments for the 2018-19 fiscal year as detailed in the Engineer's Report are as follows:
Maintenance
District |
2017-2018
Assessment
per lot per year |
2018-2019
Assessment
per lot per year |
Change in
Assessment
per lot per year |
%
Change |
| M.D. #1 |
$543.00 |
$543.00 |
0 |
0% Change |
| M.D. #2 |
$18.50 |
$18.50 |
0 |
0% Change |
| M.D. #3 |
$459.83 |
$472.71 |
$12.88 |
2.8% Change |
| M.D. #4 |
$12.00 |
$12.00 |
0 |
0% Change |
| M.D. #5 |
$836.09 |
$886.26 |
$50.17 |
6% Change |
| M.D. #6 |
$1,350.00 |
$1,399.95 |
$49.95 |
3.7% Change |
| M.D. #7 |
$288.03 |
$296.09 |
$8.06 |
2.8% Change |
Maintenance District #1 (American National - 103 Parcels) - On March 1, 2018 staff held a general meeting with the homeowners of this District. Residents representing six parcels chose to attend. The total estimated costs for FY 2018-19 are $59,160. The total annual assessment amount for this District is currently $55,929. No change is recommended for FY 2018-19. This will require the expenditure of $3,231 from the District's reserve fund. The annual assessment will remain at $543 per parcel per year. Current fund reserves are $4,782 which are 8% of the operational budget.
Maintenance District #2 (Baldwin - 297 Parcels) - The assessment for this District is for theme street lighting maintenance only. The Homeowners' Association maintains the common landscaped areas. Staff held a general meeting on February 24, 2018, to discuss the coming year's budget. No homeowners attended. The total estimated costs for FY 2018-19 will be $5,744. The total annual assessment for this District is currently $5,495. No change is recommended in the annual assessment for this District during FY 2018-19. This will require the expenditure of $249.00 from the District's reserve fund. The annual assessment will remain at $18.50 per parcel per year. Current fund reserves are $38,268, which are 665% of the operational budget.
Maintenance District #3 (Eagle Development - 188 Parcels) - Staff held a general meeting for the homeowners on February 24, 2018. Residents representing six parcels chose to attend. Staff updated residents on repairs to the eagle statue and the new landscaping that had been installed. The total estimated costs for FY 18-19 are $109,787. The total annual assessment for this District is $86,448, or $459.83 per parcel per year, the maximum allowable assessment for FY 2016-2017. Residents in attendance directed staff to increase the assessment by the CPI for the prior 12 month calendar year, per parcel per year increase to help build reserves to pay for needed improvements. The recommended assessment would increase by 2.8% to $88,869 or $472.71 per parcel per year, an increase of $12.88 per parcel per year. Current fund reserves are $49,282, which are 45% of the operational budget.
Maintenance District #4 (Ponderosa - 230 parcels) - The assessment for this District is for theme street lighting maintenance only. The Homeowners' Association maintains the common landscaped areas. Staff held a general meeting on February 24, 2018, to discuss the coming year's budget. No homeowners attended. The total estimated costs for FY 2018-19 are $2,399. No change is recommended in the annual assessment for this District during FY 2018-19. The annual assessment will remain at $12 per parcel per year. Current fund reserves are $17,986, which is over 900% of the operational budget.
Maintenance District #5 (Konweiser - 113 Parcels) - On February 28, 2018, staff held a general meeting for the homeowners to discuss the coming year's budget and any concerns regarding maintenance of the common areas. Residents representing four parcels chose to attend. The residents in attendance were interested in building reserves for future capital improvement needs, including landscape improvements in the District. The total estimated costs for FY 2018-19 are $129,552. The total annual assessment for this District is $94,478 or $836.09 per parcel per year, the maximum allowable assessment for FY 2009-2010. Residents in attendance directed staff to increase the assessment by a percentage that reflects an approximate $50 per parcel per year increase to help build reserves to pay for improvements. The recommended assessment would increase by 6% to $100,147 or $886.26 per parcel per year, an increase of $50.17 per parcel per year. Current fund reserves are $61,723, which are 48% of the operational budget.
Maintenance District #6 (Schmid Development - 135 Parcels) - This District is the largest of the seven Districts. It consists of 16 acres of common landscaped areas. Staff held a general meeting on February 28, 2018 to discuss the coming year's budget and assessment. Homeowners representing six parcels chose to attend. Residents and staff discussed an assessment increase to keep pace with increasing maintenance costs which had been shared with all residents in their annual meeting notification this year. The total estimated costs for FY 2018-19 are $197,595. The total annual assessment for this District is $182,250 or $1,350 per parcel per year established in FY 2005-2006. Residents were in agreement an assessment increase was needed to keep pace with increased costs and directed staff to increase the assessment by a percentage in the $50 per parcel per year range. The recommended assessment would increase by 6% to $188,993 or $1,399.95 per parcel per year, an increase of $49.95 per parcel per year. Current fund reserves are $66,257, which are 34% of the operational budget.
Maintenance District #7 (Baywood Development - 96 Parcels) - Staff held a general meeting on February 27, 2018, to discuss the coming year's budget and assessment. No homeowners attended. The meeting was held to solicit input into the assessment process. The total estimated costs for FY 2018-19 are $30,042. The current annual assessment for this District is $27,651 or $288.03 per parcel per year, which was the maximum allowable assessment for FY 2016-2017. Due to declining reserves, an increase is recommended for the FY 2018-19 equal to the CPI increase for the previous calendar year period of 2.8%. The recommended annual assessment would be $28,425, or $296.09 per parcel per year, an increase of $8.06 per parcel per year. Current fund reserves are $6,309, which is 21% of the operational budget. |
There will be no impact to the General Fund by this action. All funding for the maintenance of the Districts is provided for by separate assessments. In addition, the Districts' reimburse the General Fund for staff time.
As called for in the Landscape and Lighting Act of 1972, a yearly assessment is to be made for each Maintenance District. Staff held general meetings with the homeowners during the week and on a Saturday this year to discuss the coming year's budget and improvement projects. It is recommended that the Engineer's Report be accepted for the Landscape and Lighting Districts Nos. 1, 2, 3, 4, 5, 6 and 7 and that a Resolution of Intent be adopted setting a Public Hearing for each District on June 5, 2018, at 7:00 p.m. |