As called for in the Landscape and Lighting Act of 1972, a yearly assessment is to be made for each Maintenance District. For City Council reference, the Districts are located on the attached map (Exhibit A). The estimated assessments for the 2020-21 fiscal year as detailed in the Engineer's Report are as follows:
Maintenance
District |
2019-2020
Assessment
per lot per
year |
2020-2021
Assessment
per lot per year |
2020-2021
Maximum
Assessment
per lot per
year |
Change in
Assessment
per lot per
year |
%
Change |
MD #1
Routine
Maintenance |
$543.00 |
$543.00 |
$543.00 |
0 |
0% |
MD #2
Routine
Maintenance |
$18.50 |
$18.50 |
$18.50 |
0 |
0% |
MD #3
Routine
Maintenance |
$487.84 |
$511.00 |
$511.00 |
$23.16 |
4.75% |
MD #4
Routine
Maintenance |
$12.00 |
$12.00 |
$12.00 |
0 |
0% |
MD #5
Routine
Maintenance |
$914.62 |
$942.97 |
$1031.79 |
$28.35 |
3.1% |
MD #6
Routine
Maintenance |
$1450.35 |
$1450.35 |
$1918.95 |
0 |
0% |
MD #7
Routine
Maintenance |
$305.56 |
$305.56 |
$321.34 |
0 |
0% |
Maintenance District #1 (American National - 103 Parcels) - On February 25, 2020 staff held a general meeting with the homeowners of this District. Residents representing two parcels chose to attend. The total estimated costs for FY 2020-21 are $54,169. The total annual assessment amount for this District is currently $55,929. No change is recommended for FY 2020-21. The annual assessment will remain at $543 per parcel per year. Current fund reserves are $2,598 which are 4.7% 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 29, 2020, to discuss the coming year's budget. No homeowners attended. The total estimated costs for FY 2020-21 will be $7,469. The total annual assessment for this District is currently $5,495. No change is recommended in the annual assessment for this District during FY 2020-21. This will require the expenditure of $1,974.00 from the District's reserve fund. The annual assessment will remain at $18.50 per parcel per year. Current fund reserves are $37,992, which are 596% of the operational budget.
Maintenance District #3 (Eagle Development - 188 Parcels) - Staff held a general meeting for the homeowners on February 29, 2020. Residents representing four parcels chose to attend. Staff updated residents on future landscape improvements and uplighting for the eagle statue. The total estimated costs for FY 2020-21 are $170,065. The total annual assessment for this District is $91,714, or $487.84 per parcel per year, the maximum allowable assessment for FY 2018-2019. 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. Additionally, the residents requested any additional available CPI increase be added to take the assessment to the maximum allowable rate. The recommended assessment would increase to $96,068 or $511.00 per parcel per year, an increase of $23.16 per parcel per year. Current fund reserves are $111,221 which are 65% 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 29, 2020, to discuss the coming year's budget. No homeowners attended. The total estimated costs for FY 2020-21 are $2,633. No change is recommended in the annual assessment for this District during FY 2020-21. The annual assessment will remain at $12 per parcel per year. Current fund reserves are $19,083 which is over 138% of the operational budget.
Maintenance District #5 (Konweiser - 113 Parcels) - On February 25, 2020, 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 five 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 2020-21 are $134,622. The total annual assessment for this District is $103,352 or $914.62 per parcel per year, which is just under the maximum allowable assessment for FY 2016-2017. Residents in attendance directed staff to increase the assessment by last year's CPI, 3.1% to continue help build reserves to pay for improvements. The recommended assessment would increase by 3.1% to $106,556 or $942.97 per parcel per year, an increase of $28.35 per parcel per year. Current fund reserves are $28,249, which are 21% 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 26, 2020 to discuss the coming year's budget and assessment. Homeowners representing seven parcels chose to attend. Residents and staff discussed an assessment increase versus budget reductions to bring the budget in line with the available assessment. Residents opted to forego an assessment increase this coming year. The total estimated costs for FY 2020-21 are $208,150. The total annual assessment for this District is $195,797 or $1,450.35 per parcel per year. No change is recommended in the annual assessment for this District during FY 2020-21. This will require the expenditure of $12,353.00 from the District's reserve fund. Current fund reserves are $40,410, which are 19% of the operational budget.
Maintenance District #7 (Baywood Development - 96 Parcels) - Staff held a general meeting on February 26, 2020 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 2020-21 are $34,288. The current annual assessment for this District is $29,333 or $305.56 per parcel per year, which was the maximum allowable assessment for FY 2018-2019. No change is recommended in the annual assessment for this District during FY 2020-21. This will require the expenditure of $4,955.00 from the District's reserve fund. Current fund reserves are $9,021, which is 26% of the operational budget. |