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HomeMy WebLinkAbout93-01 TCSD ResolutionRESOLUTION NO. CSD 93-01 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE TEMECULA COMMUNITY SERVICES DISTRICT ON THE FILING OF A REPORT ON THE PROPOSED RATES AND CHARGES FOR FISCAL YEAR 1993-94 AND SETTING A TIME AND PLACE FOR PUBLIC HEARING IN CONNECTION THEREWITH WHEREAS, upon incorporation of the City of Temecula, California (the "City") effective December 1, 1989, voters also approved the formation of the Temecula Community Services District (the "TCSD"), which has the same area and boundaries as the City and whose Board of Directors (the "Board") consists of the members of the City Council of the City; and WHEREAS, the TCSD proposes to continue such rates and charges for community services and parks, recreation facilities, services and programs, operation, maintenance, service and administration of street lighting, graffiti removal, slope maintenance, recycling and refuse programs, and street and road improvements (the "Services and/or Facilities"), for those areas specifically benefitted thereby and charged by the TCSD for such services in prior fiscal years; and WHEREAS, the Board has requested the preparation of a report for Fiscal Year 1993/1994 containing the proposed rates and charges, for filing with the Secretary of the TCSD pursuant to the Community Services District Law being Division 3 of Title 6 of the Government Code of the State of California, commencing with Section 61000 (the "Act"); NOW, THEREFORE, THE BOARD COMMUNITY SERVICES DISTRICT DOES ORDER AS FOLLOWS: OF DIRECTORS OF THE TEMECULA HEREBY, RESOLVE, DETERMINE AND Section 1. Pursuant to Section 61621.2 of the Act, and Engineefts Report for Collection for the Fiscal Year 1993-94 (the "Report") has been presented and fried with the Secretary of the TCSD. The Report contains a description of the proposed Services and/or Facilities to be provided and proposed rates and charges for such Services and/or Facilities and a description of the parcels subject to rates and charges. A summary of the Report containing the proposed rates and charges is attached hereto as F, xhibit A, entitled "Project Summary" and is incorporated herein by reference. The Report is based upon a budget adopted by the Board for the proposed Services and/or Facilities for specific areas where such Services and/or Facilities are provided, including necessary staff and administrative expenses. The Report is hereby preliminarily approved and adopted and is on file in the Office of the City Clerk. Reference to the Report is hereby made for all particulars. R,~o~.CSD\93-01 1 Section 2. The TCSD proposes to collect the rates and charges at the same time, in the same manner, by the same persons and together with and not separately from, the property taxes collected within the TCSD. These rates and charges shall be delinquent at the same time and thereafter be subject to the same delinquency penalties as such property taxes. All laws applicable to the levy, collection and enforcement of property taxes, including but not limited to, those pertaining to the matters of delinquency, correction, cancellation, refund and is levied, the real property to which the charge relates has been transferred or conveyed to a bona fide purchaser for value, or if a lien of a bona fide encumbrancer for value has been created and attaches thereon, prior to the date on which the first installment of such taxes appear on the roll, then the charge, or the delinquency in that charge, assessed pursuant to this section shall not result in a lien against the property, but instead shall be transferred to the unsecured roll for collection. Section 3. NOTICE IS HEREBY GIVEN THAT A PUBLIC HEARING ON THIS MATTER WILL BE I-IEI.D BY THE BOARD OF DIRECTORS OF THE TEMECULA COMMUNITY SERVICES DISTRICT ON JUNE 22, 1993, AT 8:00 P.M., OR AS SOON THEREAFTER AS FEASIBLE IN THE CITY COUNCIL CHAMBERS LOCATED IN THE TEMECULA COMMUNITY CENTER BUILDING AT 28816 PUJOL STREET, TEMECULA, CALIFORNIA. At the public hearing, the Board of Directors of the TCSD will review and consider any protests received in writing by the Secretary prior to the scheduled hearing. Public comment regarding the Report by all interested persons will be heard at the public hearing. Section 4. The Secretary is hereby directed to give notice of the public hearing and the filing of the Report by Publication in a newspaper of general circulation once a week for two (2) successive weeks and by first class mail to each person who owns a parcel which will be subject to such rates and charges as such names and addresses are shown in the last equalized roll or as known to the Secretary. Section 5. The Secretary shall certify to the adoption of this Resolution. Rc~o~.CSD\93-01 2 PASSED, APPROVED AND ADOPTED this 25th day of May, 1993. Patricia H. Birdsall, President ATTEST: Ju~r~, City Clerl~, "~ Boar] Secretary [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, June S. Greek, Secretary of the Temecula Community Services District, HEREBY DO CERTIFY that the foregoing Resolution CSD 93-01 was duly adopted at a regular meeting of the Board of Directors of the Temecula Community Services District on the 25th day of May, 1993 by the following roll call vote: AYES: 3 DIRECTORS: Birdsall, Parks, Mufioz NOES: 0 DIRECTORS: None ABSENT: 2 DIRECTORS: Roberts, Stone Board Secretary R~oa.CSD~3~I 3 EXHIBIT A PROJECT SUMMARY TEMECULA COMMUNITY SERVICES DISTRICT On April 1, 1993, Municipal Financial Services was retained by the City of Temecula to prepare the Annual Levy Report for the Temecula Community Services District (TCSD) for the Fiscal Year 1993/1994. Pursuant to the Community Services District Law, Division 3 of Title 6 of the Government Code of the State of California, commencing with Section 61000 et ~;k, the TCSD has the power to levy and collect special assessments in order to carry on its operations and to provide the services and facilities fundshed by it. The levy and collection of the special assessments is accomplished by the assignment of benefit to each parcel within a specific service level. A Service Level is a deftned area that provides a specific service, operation and maintenance and/or program to only those parcels contained within that service level. The TCSD is currently composed of five (5) city-wide service levels. The descriptions of the service levels are as follows: Comm. nity Services,Parks and Recreation: Operations, maintenance, and administration of the City community park systems, recreation facilities, services and programs. o gervice l~vel A - Arterial Street l.ights, Median% and Graffiti Removal. Operations, maintenance, utility costs, and administration of all arterial street lights, medians, traffic signals, and city-wide graffiti removal. gervice Level B - Residential Street lights. Operations, maintenance, utility costs and administration of all residential street lights. o getdee Ievd C. - Perimeter Iand~eql>in~ and glope Maintenance. Operations, maintenance, utility costs, improvements, and administration for all perimeter landscaping and slope maintenance areas maintained by the TCSD. Service l~vel D - Refi~se, Co!!ectioR, Recycling and gtreet Sweeping. Operations, and administration of the refuse and recycling program, and street sweeping services for all single family residential homes. 6. getvie, Ievel R. Construction, installation, and maintenance of streets and roads. The Financial Analysis contained herein contains each Service Level including with their totals for Fiscal Year 1993/1994 year to be as follows: Resos. CgD\93-01 4 Service Ievel Ievy Budget $/SFR Community Services/Parks: $2,531,790.00 $ 64.20 Service Level A 326,533.00 8.28 Service Level B 191,765.00 30.88 Service Level C 453,881.00 Variable Service Level D 1,379,730.00 165.00 Service Level R $ 0.00 $ 0.00 $4,883,699.00 TOTAL TCSD LEVY FY 93/94 The Levy and Collection amounts for all non-exempt parcels within the TCSD for the Fiscal Year 1993/1994 are as shown on the Assessment Roll on file with the City Clerk. Ro~os.CSD\93-01 5 : CITY OF TEMECULA PRELIMINARY ANNUAL LEVY REPORT TEMECULA COMMUNITY SERVICES DISTRICT FISCAL YEAR 199311994 MAY 1993 MUNI FINANCIAL SERVICES, INC. 28765 Single Oak Dr., Second Floor Temecula, CA 92590 Tel: (909) 699-3990 Fax: (909) 699-3460 3727 Buchanan, Suite 202 San Francisco, CA 94123 Tel: (415) 441-3550 Fax: (415) 441-1401 TABLE OF CONTENTS OVERVIEW .......................................................................................................1 A. Introduction ........................................................................................1 B. Description of the District and Services .............................................1 DESCRIPTION OF THE DISTRICT ...................................................................3 CHANGES TO THE DISTRICT .........................................................................5 A. Annexations .......................................................................................5 B. Modifications of the District Structure ................................................5 C. District Budget Changes ....................................................................5 DISTRICT BUDGETS ........................................................................................6 METHOD OF APPORTIONMENT .....................................................................8 Appendix A - LAND USE/EQUIVALENT DWELLING UNITS ............... 10 Appendix B - '! 993~94 COLLECTION ROLL ......................................... 11 OVERVIEW A. Introduction The Temecula Community Services District ("District") was formed in 1989 upon incorporation of the City to continue services previously provided by the County. The City collects special rates and charges in order to provide services and maintain the improvements within the District. The District has been formed and the rates and charges established pursuant to Section 61621 of the Government Code. This Report describes the proposed rates and charges per parcel for Fiscal Year 1993/94 based on the historical and estimated cost to provide services and maintain improvements that provide a benefit to properties within the District. Each parcel charged receives direct benefit from the District. For the purposes of this Report, wherever the word "parcel" is used, it refers to an individual property assigned its own assessment number. The County Auditor/Controller uses assessment numbers when identifying those properties that are charged for special district benefits. A public hearing will be held to allow the public an opportunity to hear and be heard regarding the District. After the public hearing, the Board of Directors may order the modification of this Report. After approval of this Report, as submitted or as modified, the Board shall order the levy and collection of rates and charges for Fiscal Year 1993/94. In such case, the rate and charge information will be submitted to the County Auditor/Controller. The County Auditor/Controller will include the rates and charges on the property tax roll for Fiscal Year 1993/94. Description of the District and Services The District provides certain services and the maintenance of specific improvements within public rights-of-way and dedicated landscape easements throughout the City. The District consists of six separate service levels providing services within certain areas throughout the City. Each parcel is grouped within one or more service levels based upon its location and the quantity and type of services provided within that area. Each service level has differing costs depending upon the various services providing benefits to the parcels within the level. Each parcel is charged its fair share of the costs of the services providing benefit. "MFS Services and improvements provided include the construction and maintenance of community parks, recreation programs, street lighting, graffiti removal, median landscape maintenance, perimeter landscape maintenance, slope protection, a recycling and refuse collection program, and road improvement construction and maintenance. Table I below lists the various Service Levels within the District along with the total levy budget, charge per equivalent dwelling unit (EDU) as compared to the 1992/93 fiscal year, along with the 1993/94 total EDU, and the total number of parcels within each Service Level. TABLE I SERVICE LEVELS SERVICE LEVEL Community Services, Parks, and Recreation Service Level A Arterial Street Lighting, Medians, Graffiti Service Level B Residential Street Lighting Service Level C Local Landscaping and Slopes: Rate Level # 1 Rate Level # 2 Rate Level # 3 Rate Level # 4 Service Level D Citywide Recycling and Refuse Service Level R Roads Total Levy .~ Budget $2,164,534 154,776 Charge per EDU $58.30 4.18 30.88 50.00 93.00 120.00 179.00 $159.12 Budget $2,531,790 326,533 191,765 26,150 83,235 168,360 176,136 ,379,730 $0 per EDU $64.2O 8.28 30.88 50.00 93.00 120.00 179.00 165.00 $o.oo 192,650 5,550 96,162 98,040 233,953 $1,250,365 per Level per Level $5.90 4.10 0 0 0 0 0 5.88 N/A ~ 39,435.94 39,435.94 14,362 14,382 6,210 6,210 523 523 895 895 1,403 1,403 984 984 8,362 8,362 Exhibit A below illustrates the relationship of those parcels located within each of the six Service Levels. EXHIBIT A 1500o ? i-" 10000 I 5000~ 0L-I CSP PARCELS BY SERVlCE LEVEL LEVEL A LEVEL B LEVEL C LEVEL D LEVEL R 2 DESCRIPTION OF THE DISTRICT A description of the current Service Levels within the District is listed below. Community Services, Parks, and Recreation includes maintenance, service, and operations of all public parks in the District. Most park construction is provided either by Developers as a condition of their residential projects or Development Impact Fees. This Service Level also allows for the construction of the Community Recreation Center and its debt service. In addition, this Service Level provides funding for the various recreation programs throughout the City. The following is a list of some of the City's Parks and Recreation facilities: · Rancho California Sports Park · Sam Hicks Monument Park · Veterans Park · Bahia Vista Park · Calle Aragon Park · Teen Recreation Center · Senior Center · Community Recreation Center · Loma Linda Park · Riverton Park · Presley Park "A" · Presley Park "B" · Park Site at Paloma Del Sol Service Level A, Arterial Street Lighting, Medians, and Graffiti Removal provides a benefit to all parcels within the City through the servicing, operation, and maintenance of street lighting and landscaped medians along arterial streets. A program for the removal of graffiti throughout the City has also been initiated within this Service Level. Service Level B, Residential Street Lighting provides a benefit to all single family residential and vacant parcels within those tracts requiring servicing, operation, and maintenance of local street lighting. Service Level C, Perimeter Landscaping and Slopes provides the servicing, operation, and maintenance of perimeter landscaped areas and slopes within the public right of way and dedicated easements within certain tracts. The level of maintenance required within these tracts varies depending on operating costs and therefore, four Rate Levels have been established. 3 · ' MFS Table II below shows a breakdown of the Tracts composing each Rate Level within Service Level C, Local Landscaping and Slopes. TABLE II Service Level C Tracts ~'Tract Name .Tract # i~ract Name iTract # Tract Name Tract # Tract Name Tract # , Presley Development 23267-0 ~Ridgeview 120735-7 Martinique 23218 Meadowview 21765 '23267-1 !20735-9 Saddlewood :18518-0 Si--~et Series ~20882-0 23267-4 20881-0 18518-2 120882-1 26861 - t 21764-0 18518-3 :~ 20882-2 26861-2 Rancho Solana 122593-0 ;-- 22593-1 ii 22593-2 ,'The Vineyards !20879-0 Winchester Creek 20130-0 The Summit '20643 20130-1 :20643-4 22203 22203-4 ,Vintage Hills ,22715-0 20130-2 20130-3 '20130-4 20130-5 ;20882-3 Village Grove 21672-1 21672-2- 21672-3 21672-4 ........................................... ir ..............................~20130-6 i22715-2 ;21674-1 21340-0 21340-1 r21340-2 ;21340-3 i21561 iTM !22716-0 ',22716-1 22716-2 :22716-3 122716-4 122915-0 21674-3 '21675-2 i21675-3 21675-4 ii :22915-1 ,21675-5 !j ~ ,22915-2 21675-6 ;i ~ 22915-3 , Service Level D, Citywide Recycling and Street Sweeping provides the operations and administration of the refuse and recycling program and street sweeping services for all single family residential homes. Service Level R, Roads includes the construction and maintenance of streets and roads throughout the City. 4 CHANGES TO THE DISTRICT For Fiscal Year 1993/94, changes within the District that affect the levy are outlined below. A. Annexations Annexations to Service Level C, Local Landscaping and Slopes are the parcels within Tracts 22916-0, 22916-1, 22916-2, 22916-3 (Vintage Hills) and Tracts 26861-1, 26861-2, 23267-0, 23267-1 and 23267-4 (Presley Development). Modifications of the District Structure A new Service Level, Service Level R (Roads) has been added. This Service Level will provide funding for construction and maintenance of public streets and roads throughout the City. No charges are proposed within Service Level R for this fiscal year. District Budget Changes The Community Services, Parks and Recreation Service Level rates have increased due to the operations and maintenance costs of the Community Recreation Center, as wells as several neighborhood and community parks that will be added to the City's park system. The budget for Service Level A, Street Lighting, Medians, and Graffiti Removal has increased due to the addition of graffiti removal services throughout the City. Service Level D has increased due to an increase in the County landfill dumping costs and normal Consumer Price Index (CPI) increases. 5 DISTRICT BUDGETS TABLE Ill 1993/94 DISTRICT BUDGETS ~,FOR- T-I:i 'E~-~-~.A-R-~-~'D ~-~'~-J 0~ ~ ¥~,-'~-~'9 ~' ............ ; ........---7 .................................................... i! ]'-c0mmunit~ '7- ......... i .... :,!_ Services i Level A : Level B Level C , Level D ! Level R Total ~ Acct. -- ! ?-' -- Number ' -- 1901 191i 192; 193~ :' 'PERSONNEL SERVICES .................... I .............f ............. i, Number of Staff ~ 13.001 0.45! 0.55i 2.00I !!Salaries and Wages 5100 $456,890', $54,638! $19,239 $47,117', , $577,884 :~ ............................................................... ~ ........... ~ ........................ ~iPERS Retirement 5102, $65,069I $7,782i $2,740! $6,710! ; $82,301 iSState Unemployment 5103; $17,021i $2,4041 $847: $2,073I -! $22,345:, ilMedicare FICA 5104~ $6,625! $792t $279~ $683f $8,379 ~uto Allowance 51061 $2 400 i ~ ; I , $2,400 Unemployment Training Tax 51091 $4571 $551 $191 $47! i $578 !i~orkers Compensat o~ 5112: $23~736 $6,174i $189i~3,208! i ' $33,30~ ?ealth Benefits 5113:~ $82,320 $12,446i $2,940! $9,114I ; $106,82'0- i;Part-Time (Project) ¢ 5119I $139,558 t--- i ; $139,558!~ t ~!'i~'~rt-Time Retirement ' 5120! $5,2351 } ~l : ! $5,235;i iCompensated Absences 5126i $5 616! i ~ $5,61~ :Total Personnel Services I I $804,927{ $84,291 t $26,253i $68,952; $0! $0: $984,423: '.OPERATIONS AI~ MAINTENAN-(~-~ i I 1 ":f~i~o%¥~c~c6"i'E~ii~Fir~- .................? .....¥~7 .......i'i'i~668'[ ..........?:! ................-7 $-i i,666' iiRepair & Maint. - Facilities i 5212; :;Maintenance Supplies 5218! !i~5~upplies -' 5220i ?~Printing 5222! : Legal Documents/Maps 52241 ~ 5226i $116,000} $19,000t $30,000t $2,000! $2,500i [ $116,000 $17,0001 ~ $17,00~ ; ~ i $19,0o6 ~ ~ $30,000 i ! ! ~ $2,500 ~;Dues and MembershipS' ~Publ cat ons 5228[ $1,000I ~ ~ $1,006' Postage and Packaging Rent - Office 5234i $33,750! ~ $33,750 'Rent - Equipment 52381 $13,0001 ~ i ! : $13,000 iiEquipment Lease 5239! $10,38~){ : $10,380 ,!Utilities 52401 $186,969i $8,0001 $115,473: ' $3~ J,442. ~iSmall tools/Equipment iiOniforms i~Signs i L~-S~-r~;ices i Consulting Services i;Other Outside Services ,Advertising 52421 5243i 5244i 5246~ 5248~ 5250; 5254i $10,000! $15,0001 i , $25,000'! $6,0001 ! $6,000! $4,000i i ~ $4,000~ $15,000! ! $15,000; $243,9501 $243,950: $5,000: : $5,000, 6 TEMECULA COMMUNITY S=ERVICES DISTRICT j : 'I : OPERATING BUDGE'F-~)EPARTMENT SUMMARY'- FOR THE YEAR ENDING JUNE 30, 1993 ~ i Community [ Services ! LevelA Level B Level C Level D ! Level R Total i OPERATIONS AND MAINTENANCE ~u-~ Notices Conference Education Meetings in Town ~lileage Ac~. ! I Number! 1901 CONTINUED J 5256t $1,000! 5258~ $8,oooi 5260i $2,000i 5262; $3,5001 $1,000 $8,000' $2,000 $3,500. Fuel Expense 52631 $4,000! $10,500; i i ! $14,5001 Blueprints iRecreation Supplies Arterial Street Lighting ' Landscape Maintenance ,Assessment Administration fWaste Hauling ilClP Assistant Engineer '~;~t~ Administration Charges I Total Operations and Maintenance I!INTERNAL SERVICE FUNDS i Liability Insurance ~on Systemsl!' i'Copy Center Facilities Total Internal Services CAPITAL OUTLAY Office Furnishings Office Equipment Vehicles Equipment CIP - Projects IBond Proceeds Total Capital Outlay RESERVE FOR CONTINGENCY 5268I $500 53001 $143,507i 55001 5525i $20,0001 New! $58,3071 5540t $165,512i 5600[ 5602t 5608~ 56101 5901 TOTAL DISTRICT BUDGET RECREATION REVENUE BALANCE TO LEVY $133,542! $8,0001 i $26g,456! $1,419,000! $5ooi $143,507 $299,054.~ $277,456 $20,000* $1,419,000 $58,307 $1,111,656! $26,556! $68 480J $22,6131 $89.600! $192,0421 $165,512i $1,419,000t $384,929! $37,45~: $26,556 $68,48~ $22,613: ! : $89.600 $244,707i i I $15,000! ¢ I $15,0O0: $5,000I ....... : i. i .... ~ j $5,0O0 ;. $22,000! $5,2001 ; ' i $27,200 $505.000i ; i $505,00a $547,000J $50,200! ! j i $0 $5,099,469 oi oi oi o oi oi $2.708.290! $326,533t $191,765i $453,881 $1,419,0001 $01 $5,09~'~9!: 176,500J I ; i $2,531,790i $326,5331 $191,765! $453,881 $1,379,730i $01 $4,883,699 ":MFS METHOD OF APPORTIONMENT As in past years, the cost to provide services within the District will be fairly distributed among each assessable property based upon the estimated benefit received by each property. The benefit formula used is based upon the land use and size of a property. Each property is assigned an Equivalent Dwelling Unit (EDU) factor that reflects the property's land use and degree of benefit. Please refer to Appendix A for a complete listing of land use codes and their associated EDU. The following is the formula used to calculate each properry's District charges. Parcel EDU X Acres or Units X Charge per EDU = Parcel Charge Table IV below reflects the levy calculations for various property types for each Service Level. Property Type TABLE IV PARCEL CHARGE CALCULATIONS FOR COMMUNITY SERVICES, PARKS, AND RECREATION Parcel X Charge = Parcel Multiplier EDU per Charge EDU 1.00 $64.20 $64.20 Per Unit 0.75 $64.20 $48.15 Per Unit 0.50 $64.20 $32.10 Per Acre 2.00 $64.20 $128.40 Per Acre 4.00 $64.20 $256.80 Per Acre 6.00 $64.20 $385.20 Per Acre Single Family Residential Multi Family Residential Agricultural Single Family Vacant Non-Residential Vacant Non-Residential Improved Property Type Single Family Residential Multi Family Residential Agricultural Single Family Vacant Non-Residential Vacant Non-Residential Improved Parcel X Charge EDU per EDU PARCEL CHARGE CALCULATIONS FOR SERVICE LEVEL A Parcel Charge 1.00 $8.28 $8.28 0.75 $8.28 $6.21 0.50 $8.28 $4,14 2.00 $8.28 $16.56 4.00 $8.28 $33,12 6,00 $8.28 $49.68 Multiplier Per Unit Per Unit Per Acre Per Acre Per Acre Per Acre Single Family Residential PARCEL CHARGE CALCULATIONS FOR SERVICE LEVEL B 1.00 $30.88 $30,88 Per Unit PARCEL CHARGE CALCULATIONS FOR SERVICE LEVEL C Single Family Residential Rate C-1 Single Family Residential Rate C-2 Single Family Residential Rate C-3 Single Family Residential Rate C-4 1.00 $50.00 $50.00 1.00 $93.00 $93.00 1.00 $120.00 $120.00 1.00 $179.00 $179.00 Per Unit Per Unit Per Unit Per Unit Single Family Residential PARCEL CHARGE CALCULATIONS FOR SERVICE LEVEL D 1.00 $165.00 $165.00 Per Unit ' MFS Appendix A- LAND USE/EQUIVALENT DWELLING UNITS Property Type Single Family Residential Multi Family Residential Agricultural 1993/94 Equivalent Dwelling Unit 1.00 Multiplier Units o.75l .........u_n_~.s_~_., 0.50 Acres 2.00 Acres Single Family Vacant Non-Residential Vacant Non-Residential Improved 4.00 Acres 6.00~ Acres 10 Appendix B - 1993/94 COLLECTION ROLL Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the County Assessor's map for the year in which this Report is prepared. Non-assessable Pots or parcels include government-owned land, public utility- owned property, and land principally encumbered by public rights-of-way. A listing of parcels within this District, along with the charges, has been submitted to the Clerk of the City and, by reference, is made part of this report. 11