HomeMy WebLinkAbout04-08 TCSD Resolution
I
I
I
RESOLUTION NO. CSD 04-08
A RESOLUTION OF THE BOARD OF DIRECTORS OF
TEMECULA COMMUNITY SERVICES DISTRICT ADOPTING
RATES AND CHARGES FOR SERVICE LEVEL R- ROAD
MAINTENANCE SERVICES FOR FISCAL YEAR 2004.2005
THE BOARD OF DIRECTORS OF THE TEMECULA COMMUNITY SERVICE
DISTRICT HEREBY FINDS, RESOLVES, DECLARES, DETERMINES AND ORDERS AS
FOLLOWS:
Section 1. Upon incorporation of the City of Temecula, effective December 1, 1989,
voters approved the formation of the Temecula Community Services District ("TCSD"), to
provide specified services to properties within its jurisdiction.
Section 2. Pursuant to Government Code Sections 61621 and 61621.2, the TCSD has
prescribed, revised and collected rates and charges for the services furnished by it, and has
elected to have these rates and charges collected on the tax roll in the same manner, by the
same persons, and at the same time as, together with and not separately from, property taxes
within the TCSD in the manner prescribed by Government Code Sections 61765.2 to 61765.6,
inclusive. By previous resolution, the TCSD proposed to continue such rates and charges for
the maintenance of streets and roads for Fiscal Year 2004-2005.
Section 3. Pursuant to Government Code Section 61621.2, the TCSD caused a written
report ("Report") to be prepared and filed with the Secretary of the TCSD, which Report
contains a description of each parcel of real property and the proposed amount of the rates and
charges for Fiscal Year 2004-2005. The Report is based upon a budget adopted by the Board
of Directors for the proposed services for specific areas where such services are provided,
including necessary staff and administrative expenses. A summary or the Report containing the
proposed rates and charges is attached hereto as Exhibit A, entitled "Project Summary", and
incorporated herein by this reference. A copy of the Report is on file in the office of the
Secretary of the TCSD, and is available for public inspection.
Section 4. By previous resolution, the Board of Directors acknowledged the filing of the
Report, and appointed a time and place for a public hearing on the Report and the proposed
rates and charges. Notice of the public hearing was mailed and published as required by law
and affidavits of publication and mailing are on file with the Secretary of the TCSD.
Section 5. On June 8, 2004, the Board of Directors conducted a public hearing on the
Report and the proposed rates and charges. At the public hearing, the Board of Directors heard
and considered all oral and written objections, protests and comments by any interested person
concerning the Report, the proposed rates and charges, and the method of collection of such
rates and charges.
Section 6. The Board of Directors hereby finds that, based on the Report and the
District budget, the rates and charges as set out on Exhibit "A" does not exceed the reasonable
cost of the services to be provided by the TCSD for Fiscal Year 2004-2005.
Section 7. The Board of Directors hereby overrules any and all objections and protests
and adopts the rates and charges for the road maintenance services for Fiscal Year
R:/CSO Reses 20O4/CSD Resa 04-08
I
I
I
2004-2005 as set out on Exhibit "A" for the services to be provided by the TCSD.
Section 8. The TCSD shall collect such rates and charges at the same time and in the
same manner and by the same persons as, 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 redemption,
are applicable to these rates and charges, except for California Revenue and Taxation Code
Section 4831. However, if for the first year the charge 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 shall not result in
a lien against the property, but instead shall be transferred to the unsecured roll for collection.
Section 9. If a property owner subject to these rates and charges questions the
classification of the owner's property for Fiscal Year 2004-2005, or claims that an error has
been made with respect to the implementation of the rates and charges or the application of the
rates and charges to the owner's property for that fiscal year, such property owner must appeal
the levy by filing an appeal with the Secretary of the TCSD before 5:00 p.m. on December 1,
2004, pursuant to procedures established by the TCSD, in order to be considered under the
appeal of classification or correction of errors program.
Section 10. If a property owner subject to these rates and charges believes that
payment of the rates and charges for Fiscal Year 2004-2005 would create a hardship for that
property owner during that fiscal year, such property owner must appeal the levy by filing a
hardship appeal with the TCSD Secretary before 5:00 p.m. on December 1, 2004, pursuant to
procedures established by the TCSD, in order to be considered under the hardship appeal
program.
Section 11. The TCSD Secretary is hereby ordered to transmit or cause to be
transmitted to the County Auditor of the County of Riverside, California before August 11, 2004,
the Report and the property tax roll with such rates and charges enumerated for each parcel not
exempt there from; and the County Auditor is hereby designated, required, empowered,
authorized, instructed, directed and ordered to make collection of all such rates and charges as
shown on that roll and to perform any and all duties necessary therefore.
Section 12. Pursuant to the California Environmental Quality Act, the levy and
collection of these rates and charges is exempt from CEQA pursuant to California Public
Resources Code Section 21080(b)(8) and Section 15273 of the State Guidelines because the
rates and charges are necessary to maintain existing improvements within the TCSD.
Section 13. The District Secretary shall certify to the adoption of this Resolution.
R:/CSD Reses 2004/CSD Resa 04-08
I
PASSED, APPROVED AND ADOPTED, by the Board of Directors of the Temecula
Community Services District this 8th day of June, 2004.
/
/
/~
c/o:
ATTEST:
;/
- .
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE
CITY OF TEMECULA
)
) ss
)
I
I, Susan W. Jones, City Clerk/District Secretary of the Temecula Community Services
District, do hereby certify that the foregoing Resolution No. CSD 04-08 was duly and regularly
adopted by the Board of Directors of the Temecula Community Services District at a regular
meeting thereof held on the 8th day of June, 2004, by the following vote of the Board of
Directors.
AYES: 4
NOES: 0
ABSENT:
ABSTAIN: 0
DIRECTORS: Comerchero, Naggar, Roberts, Stone
DIRECTORS: None
DIRECTORS: Washington
DIRECTORS: None
I
R:/CSD Reses 2004/CSD Reso 04-08
I
I
I
EXHIBIT A
PROJECT SUMMARY
TEMECULA COMMUNITY SERVICES DISTRICT
SERVICE LEVEL R
On January 1,2002, MuniFinancial, Inc. was retained by the City of Temecula to prepare
the Annual Levy Report for the Temecula Community Services District (TCSD) for the Fiscal
Year 2004-2005. 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 sea.. the TCSD
has the power to levy and collect rates and charges in order to carry on its operations and to
provide the services and facilities furnished by it.
The levy and collection of the rates and charges is accomplished by the identification and
description of each parcel within a specific service level. A Service Level is a defined area that
provides a specific service, operation and maintenance and/or program to only those parcels
contained within that service level, as follows:
Service Level R - Road Maintenance Services. Construction, installation, and
maintenance of streets and roads throughout the City.
The Financial Analysis contained herein includes the Service Level R total levy budget for Fiscal
Year 2004-2005 to be as follows:
SERVICE LEVEULEVY BUDGET
RATE LEVEL PARCEL CHARGE
Service Level R
$9,160
R-1 Improved
R-1 Unimproved
R-2 Improved
R-2 Unimproved
$115.26
$ 57.64
$ 95.86
$ 47.94
TOTAL TCSD LEVY
FOR SERVICE LEVEL R:
$9,160
R,lsmithblAssessmel1ŒlO4-O5 AssessmentlRates & Charg,,-Reso B. C. D & R.doc
I
I
I
CITY OF TEMECULA
ENGINEER'S ANNUAL LEVY REPORT
Temecula Community Services District
(TCSD)
Fiscal Year 2004/2005
...~"(:u
- I
INTENT MEETING:
PUBLIC HEARING:
April 132004
June 8, 2004
. MuniFinancial
Corporate Office
27368 Via Industria
Suite 110
Temecula, CA 92590
Tel: (909) 587-3500
Tel: (800) 755-MUNI (6864)
Fax:(909) 587-3510
Office Locations
Anaheim, CA
Jacksonville, FL
Lancaster, CA
Los Angeles Regional Office
Oakland, CA
Pensacola, FL
Phoenix, AZ.
Sacramento, CA
Seattle, WA
www.munLcom
I
I
I
ENGINEER'S REPORT AFFIDAVIT
Establishment of Annual Rates and Charges for the:
Temecula Community Services District (TCSD)
City of Temecula
Riverside County, State of California
This Report and the information contained herein reflect the proposed budget for each
of the various services provided by the District and the rates and charges applicable to
those services as they existed at the time of the passage of the Resolution of Intention.
Reference is hereby made to the Riverside County Assessor's maps for a detailed
description of the lines and dimensions of parcels within the District. The undersigned
respectfully submits the enclosed Report as directed by the Board of Directors of the
Temecula Community Services District.
Dated this
day of
,2004.
MuniFinancial
District Engineer
On Behalf of the City of Temecula and
The Temecula Community Services District
By:
Scott Dippolito
Senior Project Manager, District Administration Services
By:
Richard Kopecky
R. C. E. # 16742
I
I
I
TABLE OF CONTENTS
I. INTRODUCTION.............................................................................................1
II.
PLANS AND SPECIFICATIONS .........................................................3
A. GENERAL DESCRIPTION OF THE DISTRICT AND SERVICES ...........................................3
B. BUDGET AND LEVY SUMMARY ...................................................................................3
C. DISTRICT SERVICES AND CHARGES...........................................................................5
III.
CHANGES TO THE DISTRICT ............................................................9
A. NOTABLE MODIFICATIONS TO THE DISTRICT ...............................................................9
B. PROPOSED MODIFICATIONS OF THE DISTRICT FOR FISCAL YEAR 2004/2005................9
IV. DISTRICT BUDGETS..............................................................................12
V.
METHOD OF APPORTIONMENT.....................................................14
APPENDIX A - 2004/2005 COLLECTION ROLL..............................16
I
I
I
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
I.
INTRODUCTION
Upon incorporation of the City of Temecula ("City"), effective December 1, 1989,
voters approved the formation of the Temecula Community Services District
("District") to provide specified services to properties within its jurisdiction
previously provided by the County of Riverside ("County"). The boundary of the
District is coterminous with the City boundary and includes all parcels within the
City with the City Council acting as the Board of Directors ("Board") for the
District. The District collects property-related fees and charges ("Charges") in
order to provide services and maintain the improvements within the District. The
District was formed, and Charges are set and established, pursuant to the
Community SeNices District Law, Title 6, Division 3 of the California Government
Code ("CSD Law").
Each fiscal year, an Annual Levy Report is prepared, filed and approved by the
Board. This Annual Levy Report describes the District, any changes to the
District and the proposed Ch¡:¡rges for the fiscal year. The Charges contained in
the Annual Levy Report are based on the historical and estimated cost to service
properties within the District. The services provided by the District and the
corresponding costs are budgeted and charged as separate Service Levels and
include all expenditures, deficits, surpluses, and revenues. Each parcel is
charged for the services provided to the parcel.
The District provides residential street lighting, perimeter landscaping and slope
protection, and refuse collection in numerous residential developments as well
as road improvement and maintenance within specified areas of the District.
Pursuant to Government Code Sections 61621 and 61621.2, the District has
prescribed, revised and collected rates and charges for residential street lighting
(Service Level B), perimeter landscaping (Service Level C), trash/recycling
(Service Level D), and road maintenance (Service Level R) services furnished by
the District, and has elected to have these rates and charges collected on the tax
roll in the same manner, by the same persons, and at the same time as, together
with and not separately from, its general taxes in the manner prescribed by
Govemment Code Sections 61765.2 to 61765.6, inclusive.
Pursuant to Govemment Code Section 61621.2, this Engineer's Annual Levy
Report ("Report") is prepared and presented to the Board to prescribe Service
Level B, Service Level C, Service Level D and Service Level R Rates and
Charges for the parcels and territories within the District.
MunlFinancial
Page 1
I
I
I
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
The word "parcel," for the purposes of this Report, refers to an individual property
assigned its own Assessment Number or Assessor's Parcel Number by the
Riverside County Assessor's Office. The Riverside County Auditor/Controller
uses Assessment Numbers and specific Fund Numbers, to identify on the tax
roll, properties charged for District services.
A Public Hearing is held each year before the Board to allow the public an
opportunity to hear and be heard regarding the District. Following consideration
of all public comments and written protests at the noticed Public Hearing, and
review of the Engineer's Annual Levy Report, the Board may order amendments
to the Report or confirm the Report as submitted. Following final approval of the
Report, and confirmation of the Charges, the Board shall order the levy and
collection of Charges for Fiscal Year 2004/2005. In such case, the levy
information will be submitted to the Riverside County Auditor/Controller, and
included as Charges on the property tax roll for the various services provided in
Fiscal Year 2004/2005.
MunlFinancial
Page 2
I
I
I
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
II.
PLANS AND SPECIFICATIONS
A. General Description of the District and Services
The boundary of the District is coterminous with the City boundary, and
includes all parcels within the City of Temecula. The District provides certain
property related services and improvements consisting of four (4) separate
and distinct services referred to as Service Levels. Each parcel within the
District is charged proportionately for only those services attributable to the
parcel. Each Service Level has differing costs depending upon the services
provided. All parcels identified within a Service Level share in the cost of the
service. The costs associated with the service are proportionately spread
among all properties within that Service Level to which the service is
provided. Services and improvements provided through the District include
residential street lighting; perimeter landscape maintenance and slope
protection; a refuse and recycling collection program; and road improvement
construction and maintenance. The Service Levels are identified as follows:
. Residential Street Lighting
. Perimeter Landscaping
. Trash/Recycling
. Road Maintenance
B. Budget and Levy Summary
The budgets for each Service Level are shown in detail in Section IV of this
report. Each Service Level provides different and specific services and
improvements to various parcels within the District. Only the parcels that the
services and improvements are levied for are included at each of the Service
Levels. The "Total Levy Units" and the resulting "Charge Per Levy Unit"
(shown in Table I), reflect a method of apportionment that most fairly
proportions the costs of the services to the parcels in that Service Level. The
"Total Levy Units" for Service Levels B, C, and D is based on a per parcel
count. For Service Level R, levy units are based on a Parcel Development
Unit (PDU), which is similar to a per parcel count, but makes a distinction
between developed and undeveloped parcels. For a more complete
description of the methods used for calculating the "Total Levy Units" used for
each Service Level, please refer to (Section V), Method of Apportionment.
MunlFinancial
Page 3
-
-
-
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
The following Table provides levy information for the various Service Levels within the District, comparing the
Budget for Fiscal Year 2004/2005 to the previous fiscal year.
TABLE I
Fiscal Year 2003/2004 Fiscal Year 2004/2005
Charge Net
Charge Per Change Total
Total Levy Per Levy Total Levy Levy Per Levy Total Levy Parcels
Service Levels District Statistics APplied Unit Budget Unit Unit Units Charged
Service Level B (Residential Street LIghting) $459,544 $25.68 $481,680 $25.68 0.00% 18,757.00 18,757
Service Level C (Local landscaping and Slopes)
Rate Level #1 (C-1) $47,886 $46.00 $47,886 $46.00 0.00% 1,041.00 1,041
Rate Level #2 (C-2) 94,340 89.00 94,340 89.00 0.00% 1.060.00 1,060
Rate Level #3 (C-3) 195,808 116.00 195,924 116.00 0.00% 1,689.00 1,689
Rate Level #4 (C-4) 269,675 175.00 405,300 175.00 0.00% 2,316.00 2,316
Rate Level #5 (C-5) 94,150 70.00 94,010 70.00 0.00% 1,343.00 1,343
Rate Level #6 (C-6) 54,675 225.00 54,675 225.00 0.00% 243.00 243
Rate Level #7 (C-7) 228,201 129.00 228,201 129.00 0.00% 1,769.00 1,769
Rate Level #8 (C-8) 0 0.00 4,200 10.00 100.00% 420.00 420
Rate Level #9 (C-9) 0 0.00 44,000 200.00 100.00% 220.00 220
Rate Level #10 (C-10) 0 0.00 30,000 100.00 100.00% 300.00 300
Service Level C - Totel $984,735 $1,198,536 10,401.00
Service Level D (Citywide Recycling and Refuse) (1) $3,309,835 $172.54 $3,587,128 $179.86 4.24% 19,944.00 19,944
Service Level R (Roads)
Rate Level #1 (R-1) $7,146 $115.26 $7,146 $115.26 0.00% 62.00 75
Rate Level #2 (R-2) 5,791 121.92 2,014 95.86 -21.37% 21.00 34
Service Level R - Total $12,938 $9160 109
Actual Casl . ... . _u_,---. _. ---
per nousenOIO In ey 'UU""UU4 was ~, 7ö.28. General Gontríbution was used to offset the rate increase there by redudng the charge for this service to a rate of
$172.54 for Fiscal Year 200312004. For Fiscal Year 2004-2005, the contractual cost for Service Level D per household is $180.70. This represents a 2.51% increase from FY
200312004 contractual rate. The new rate of $180.70 shall cover the increased hauler costs based on 2003 CPI and an increase of the Riverside Gounly Waste Management
Tipping Fee (TIp Fee) rate. Notice of the TIp Fee increase occurred recenDy and the additional fee was not incorporaled into the assessed rate of $179.86. The difference
between the contractual and assessed rate is $0.84 per parcel, which will be subsidized from Fund Balance.
Note: Due to rounding, the Total Levy Units (shown in this table) multiplied by the Charge Per Unit may be different from the Total Levy Budget.
MunlFinancial
Page 4
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
C. District Services and Charges
I Service Level B, Residential Street Lighting - includes all developed
single family residential parcels and residential vacant lots for which the
District provides on-going servicing, operation, and maintenance of local
street lighting improvements. The current rate and charges for Service Level
B is $25.68 per residential lot and shall be applied to developed and
undeveloped residential parcels within the following Tracts and subdivisions
for Fiscal Year 2004/2005.
Service Level B Tracts
04153-00 19939-00 20882-03 21760-00 23100-07 23267-03 24134-03 28480-00
04188-00 19939-01 20987-00 21765-00 23100-08 23267-04 24135-00 28482-00
04457-00 19939-02 21067-00 22148-00 23101-01 23371-00 24135-01 28482-01
06559-00 20079-00 21082-00 22203-00 23101-02 23371-01 24135-02 28482-02
07401-00 20079-01 21082-01 22204-00 23101-03 23371-02 24135-03 28482-03
07402-00 20079-02 21082-02 22208-00 23101-04 23371-03 24136-00 28503-00
08369-00 20079-03 21082-03 22593-00 23101-05 23371-04 24136-01 28510-00
08369-01 20130-00 21082-04 22593-01 23101-06 23371-05 24136-02 28510-01
08369-02 20130-01 21340-00 22593-02 23125-00 23371-06 24136-03 28510-02
11087-01 20130-02 21340-01 22627-00 23125-01 23371-07 24182-01 28510-03
11087-02 20130-03 21340-02 22627-01 23125-02 23371-08 24182-02 28526-00
I 12189-01 20130-04 21340-03 22715-00 23125-03 23371-09 24182-03 28553-00
12189-02 20130-05 21340-04 22715-01 23126-00 23371-10 24182-04 28553-01
12189-03 20130-06 21340-05 22715-02 23128-00 23371-11 24183-00 28810-00
12189-04 20153-00 21340-06 22716-00 23142-00 23371-14 24183-01 29033-00
12189-05 20154-00 21340-07 22716-01 23143-00 23483-00 24184-00 29036-00
12189-06 20319-00 21430-01 22716-02 23143-01 24131-00 24184-01 29286-00
12189-07 20643-00 21561-00 22716-03 23143-02 24131-01 24185-00 29928-00
13060-01 20644-00 21672-01 22716-04 23143-03 24131-02 24185-01 29928-01
13060-02 20703-01 21672-02 22761-00 23143-04 24131-03 24185-02 29928-02
13060-03 20703-02 21672-03 22762-00 23143-06 24132-00 24186-00 29928-03
13060-04 20703-03 21672-04 22786-00 23143-07 24132-01 24186-01 29929-00
13060-05 20735-01 21673-00 22915-00 23143-08 24133-00 24186-02 29929-01
13060-06 20735-02 21673-01 22915-01 23143-09 24133-01 24186-03 30088-00
13060-07 20735-03 21673-02 22915-02 23143-10 24133-02 24187-00 PM 26488
13060-08 20735-04 21673-03 22915-03 23143-11 23173-01 24187-01 PM 27493
18518-00 20735-05 21674-00 22916-00 23173-00 23173-02 24187-02 PM 28122
18518-01 20735-06 21674-01 22916-01 23174-03 23173-03 24188-01 Old Town
18518-02 20735-07 21674-02 22916-02 23174-04 23173-04 24232-00
18518-03 20735-08 21674-03 22916-03 23174-05 23174-01 25004-01
18583-00 20735-09 21675-00 22962-00 23174-06 23174-02 25892-00
19872-00 20848-00 21675-01 23100-01 23177-00 24133-03 26488-00
19872-01 20879-00 21675-02 23100-02 23209-00 24133-04 27827-00
19872-02 20879-01 21675-03 23100-03 23220-00 24133-05 27827-01
I 19872-03 20882-00 21675-04 23100-04 23267-00 24134-00 27827-02
19872-04 20882-01 21675-05 23100-05 23267-01 24134-01 27827-03
19872-05 20882-02 21675-06 23100-06 23267-02 24134-02 28309-00
MuniFinancial Page 5
I
I
I
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
Service Level C, Perimeter Landscaping - includes all developed single
family residential parcels and residential vacant lots for which the District
provides on-going servicing, operation, and maintenance of perimeter
landscaped areas and slopes within the public right-of-ways and dedicated
easements adjacent to and associated with certain tracts and subdivisions. The
level of maintenance required within these tracts and subdivisions vary
depending on operating costs. Ten (10) subzones and their corresponding rates
have been established within Service Level C.
. The proposed and maximum rate for C-1 is $ 46.00.
. The proposed and maximum rate for C-2 is $ 89.00.
. The proposed and maximum rate for C-3 is $116.00.
. The proposed and maximum rate for C-4 is $175.00.
. The proposed and maximum rate for C-5 is $ 70.00.
. The proposed and maximum rate for C-6 is $225.00.
. The proposed and maximum rate for C-7 is $129.00.
. The proposed rate for C-8 is $10.00, and the maximum rate is $20.00.
. The proposed and maximum rate for C-9 is $200.00.
. The proposed and maximum rate for C-10 is $100.00.
The current rate and charges for Service Level C is per residential lot and shall
be applied to developed and undeveloped residential parcels within the
following Tracts and subdivisions for Fiscal Year 2004/2005.
Service Level C Tracts
Rate Level C-1
Tract Name
Presley Development
Tract Numbers
23267-00 23267-01
26861-02 26861-03
22593-00 22593-01
20879-00 20879-01
28309-00
23267-02 23267-03 23267-04 26861-00 26861-01
Rancho Solana
The Vineyards
Monte Vista
22593-02
Rate Level C.2
Tract Name
Monison HDmes
Ridgeview
Winchester Creek
Woodcrest Country
Tract Numbers
22148-00
20735-07
20130-00
21340-00
21340-07
21561-00 22208-00
20735-08 20735-09 21764-00 27493.PM
20130-01 20130-02 20130-03 20130-04 20130-05 20130-06
21340-01 21340-02 21340-03 21340-04 21340-05 21340-06
MunlFinancial
Page 6
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
Rate Level C-3
I Tract Name Tract Numbers
Martinique 2312~00
RanchD Highlands 20643-00 20644-00 21760-00 22203-00 22204-00 22761-00 22762-00
Saddlewood 18518-00 1851~01 18518-02 18518-03
Vintage Hills 22715-00 22715-01 22715-02 22718-00 22716-01 22716-02 22716-03
22716-04 22915-00 22915-01 22915-02 22915-03 22916-00 22916-01
22916-02 22916-03 28122.PM
Lennar 29286-00
Rate Level C-4
Tract Name Tract Numbers
Barcley Estates 25004-01
Meadow View 21765-00
Signet Series 20882-00 20882-01 20882-02 20882-03
Tradewinds 23125-00 23125-01 23125-02 23125-03
Village Grove 21672-01 21872-02 21672-03 21672-04 21673-00 21673-01 21673-02
21673-03 21674-00 21674-01 21674-02 21674-03 21675-00 21675-01
21675-02 21675-03 21675-04 21675-05 21675-06
Crowne Hill 23143-00 23143-01 23143-02 23143-03 23143-04 23143-06 23143-07
I 23143-08 23143-09 23143-10 23143-11
Rate Level C-5
Tract Name Tract Numbers
Temeku Hills 23371-00 23371-01 23371-02 23371-03 23371-04 23371-05 23371-06
23371-07 23371-08 23371-09 23371-10 23371-11 23371-14 23371.15
26482-00 28482-01 28482-02 28482-03 28526-00 29033-00
Rate Level C-6
Tract Name Tract Numbers
Woodside 28510-00 28510-01 28510-02 28510-03
Rate Level C-7
Tract Name Tract Numbers
Vail Ranch 23173-00 23173-01 23173-02 23173-03 23173-04 23174-01 23174-02
23174-03 23174-04 23174-05 23174-06 28480-00 28832-00
Rate Level C-a
I Tract Numbers
Lorna Linda 19872-00 19872-01 19872-02 19872-03 19872-04 19872-05
MunlFinancial Page 7
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
Rate Level C-9
I
Tract Name
Shea Homes
Tract Numbers
23209
Rate Level C.10
Tract Name Tract Numbers
Harveston Development 29928-00 29928-01 29928-02 29928-03
29929-00 29929-01
30088-00
Service Level D, Trash/Recycling Collection - provides for the operation
and administration of the refuse collection program including recycling and
street sweeping services for all developed single family residential homes
within the District. The rate and charges for Fiscal Year 2004/2005 for
Service Level D is $179.86 per single family residential home (developed
residential parcel) and will be applied to all parcels that have been identified
as developed residential homes.
I
Service Level R, Road Maintenance - provides funding for construction,
improvement, service and maintenance of public streets and roads
throughout the District. The services provided may include, but are not limited
to: renovation or restoration due to damage; flood and drainage control;
repairs and re-grading; and upgrades of the existing areas as required for
unpaved roads. All parcels identified within Service Level R, share in the cost
of the services provided. The costs associated with the services are
proportionately spread among all parcels within various areas (rate levels) of
the Service Level R. Service Level R currently has two (2) rate levels. The
level of maintenance required within these two (2) areas vary due to
operating costs, and therefore separate rate levels have been established.
Only the parcels within each of the two (2) boundary areas will be charged for
the costs associated with servicing and maintaining the roads and streets in
the area.
. Rate Level R-1 -The parcels within this rate level consists of seventy-
five (75) assessable parcels that have direct access to roads or streets
that are serviced and maintained through the District. This rate level
provides funding for servicing and maintenance of: Kimberly Lane;
Greenwood Lane; Liefer Road; Gatlin Road; Pal a Vista. A total of 1.546
miles of roads are serviced and maintained in this area.
I
. Rate Level R-2 -The parcels within this rate level consists of thirty-four
(34) assessable parcels that have direct access to roads or streets that
are serviced and maintained through the District. This rate level provides
funding for servicing and maintenance of Santiago Road. A total of 0.36
miles of roads are serviced and maintained in this area.
MunlFinancial
Page 8
I
I
I
III.
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
CHANGES TO THE DISTRICT
Changes or modifications to the District structure, if any, could include, but are
not limited to: changes or expansion in the existing improvements or in the types
of services provided; addition of new services or Service Levels; restructuring of
the current Service Levels; inclusion of parcels into the District or Service Levels;
or revisions in the method of apportionment. Changes or modifications within the
District that may affect the levy are outlined in the following.
A. Notable Modifications to the District
On March 4, 1997, the voters of Temecula approved a Special Tax to fund
citywide community services. This Special Tax replaced two existing Service
Levels, previously charged through the Community Services District.
Community Services, Parks, and Recreation - that provided for the
maintenance, service and operation of all public parks and recreation
services within the City.
Service Level A, Arterial Street Lighting and Medians - that provided
servicing, operation, and maintenance of traffic signals, street lighting and
landscaped medians along arterial streets.
Beginning in Fiscal Year 1 997/1 998 these two Service Levels were replaced
by the Special Tax and are no longer charged through the District.
B. Proposed Modifications of the District for Fiscal Year 2004/2005
The most notable modification to the District for Fiscal Year 2004/2005 is
related to the addition of improvements and expansion of existing services as
a result of new development. When a new residential tract is developed, the
District accepts additional improvements for maintenance and servicing.
Along with acceptance of the improvements, the parcels within those tracts
are included in the appropriate Service Levels. The improvements and
services for Service Levels Band C are typically tract or development specific
and therefore, all parcels within a tract or development are included in these
two Service Levels when the District accepts the improvements. Additionally,
individual residential parcels are included in Service Level D when a new
single family residential unit is identified and service is ordered.
MunlFinancial
Page 9
Service Level B
I
TemecuJa Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
Inclusions to Service Level B (Residential Street Lighting) include 863
additional residential units for Fiscal Year 2004/2005. The following tracts are
the new developments for Fiscal Year 2004/2005:
Tract Number
23143-00
23143-01
23143-06
23143-08
23143-10
23143-11
29928-00
29928-01
29928-02
29928-03
29929-00
29929-01
30088-00
Total
Total Number of Units
96
81
114
105
71
96
37
33
39
31
47
72
41
863
The number of units for each of the tracts referenced for inclusion in Service
Level B represents the total number of residential parcels and lots within that
tract. Although these tracts have been fully subdivided or a tract map has
been approved, in some cases, the actual Assessor's Parcel Numbers
(APN's) for each of the individual residential parcels may not have been
established by the County Assessor's Office. In such cases, the APN's
currently recognized by the County are assigned and charged for the number
of residential lots associated with each parcel within the tract. The new APN's
for each of the individual residential parcels and lots are expected to be
established by the time the levy is submitted to the County, but if not, the
existing APN's will be charged based on the number of residential lots
associated with each APN.
I
Service Level C
There are a total of 940 assessable parcels added to Service Level C
(Perimeter Landscaping), for FY 2004/2005. Subzone C-8 (Loma Linda
Tract), C-9 (Shea Homes) and C-10 (Harveston Development) have been
annexed into the District. The project areas were under construction during
FY 2003/2004. Maintenance of the perimeter landscaping and slopes has
been accepted by Temecula Community Services Department. The
estimated completion of construction is scheduled June of 2004. The new
subzones will be levied for the first time in FY 2004/2005.
I
In addition, 775 assessable parcels were also added to the existing subzone
C-4. The tract added is known as Crowne Hill Development. The tract will
levied for the first time in FY 2004/2005.
MunlFinancial
Page 10
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
I
Service Level D
A total of 761 newly developed residential parcels have been identified and
added to Service Level D (Trash/Recycling) for Fiscal Year 2004/2005. New
single family residential units are identified each year and included in Service
Level D based city building permits and the waste hauler's updated service
records.
I
The actual cost (contractual rate) per household for this service for Fiscal
Year 2003/2004 was $176.28. A contribution from the General Fund was
used to offset the rate increase, there by reducing the charge for this service
to a rate of $172.54 for Fiscal Year 2003/2004. For Fiscal Year 2004/2005,
the contractual cost for Service Level D per household is $180.70. This
represents a 2.51 % increase from FY 2003/2004 contractual rate. The new
rate of $180.70 shall cover the increased hauler costs based on 2003 CPI
and an increase of the Riverside County Waste Management Tipping Fee
(Tip Fee) rate. Notice of the Tip Fee increase occurred recently and the
additional fee was not incorporated into the assessed rate of $179.86. The
difference between the contractual and assessed rate is $0.84 per parcel,
which will be subsidized from Fund Balance. For more information, please
refer to the section titled "District Budgets." The costs for the District
represents actual service costs, as provided in the City's franchise agreement
with the contracted waste hauler (CR&R).
Service Level R
There are 32 parcels that have been deannexed from Service Level R (Road
Maintenance) beginning Fiscal Year 2004/2005. The parcels are located in
the boundary area of Rate Level R-2. The parcels have become part of the
John Warner Assessment District. The assessment district was formed to
issue bonds to take over funding for servicing and maintenance along John
Warner Road, Lolita Road, Paulita Road and Clover Court. Consequently,
the costs to maintain the roads for the remaining parcels in Rate Level R-2
decreased from $121.92 to $95.86 per parcel development units. For details,
please refer to the section of this report titled "Method of Apportionment".
This change represents a 21.37% decrease as compared to the prior fiscal
year.
I
MunlFinancial
Page 11
I
I
I
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
IV.
DISTRICT BUDGETS
The Tables on the next two (2) pages shows the District budget for Fiscal Year
2004/2005.
FISCAL YEAR 2004/2005 DISTRICT BUDGET
Temecula Community Services District
Operating Budget Department Summary for the Year Ending June 30, 2005
Acct. Level B Level C Level D Level R Total
Budaet Items No. 192 193 194 195 District
PERSONNEL SERVICES $4,959 $241,472 $38,471 $0 $284,902
Subtotal $4,959 $241,472 $38,471 $0 $284,902
OPERA TIONS MAINTENANCE
Repair & Maintenance Facilities 5212 $0 $46,000 $0 $0 $46,000
Office Supplies 5220 200 0 0 0 200
Printing 5222 0 0 11,000 0 11,000
Election Costs (Offset by Developer
Deposits) 5225 1,000 500 0 0 1,500
Dues and Memberships 5226 0 0 3,500 0 3,500
Postage and Packaging 5230 1,000 0 0 0 1,000
Property Tax Administrative Fees 5231 6,000 3,900 10,000 80 19,980
Util~ies 5240 0 265,000 0 0 265,000
Small Tools and Equipment 5242 0 0 6,357 0 6,357
Consulting Services 5248 0 30,000 7,000 0 37,000
Other Outside Services 5250 0 0 5,200 0 5,200
Public Notices 5256 5,700 3,300 6,000 0 15,000
Mileage 5262 0 0 200 0 200
Recognition Program 5265 0 0 2,880 0 2,880
Subtotal /5200Šl $13,900 $348,700 $52,137 $80 $414,817
MunlFinancial
Page 12
I
I
I
Temecula Community Services District
En9ineer's Annual levy Report
Fiscal Year 2004/2005
FISCAL YEAR 2004/2005 DISTRICT BUDGET
Temecula Community Services District
Operating Budget Department Summary for the Year Ending June 30, 2005
Acct. level B level C level D Level R Total
Budoet Items No. 192 193 194 195 District
OPERA TlONS MAINTENANCE
Waste Hauling 5315 $0 $0 $3,603,881 $0 $3,603,881
Street Lighting 5319 560,000 0 0 0 560,000
Subtotal (5300s) $560,000 $0 $3,603,881 $0 $4,163,881
Emergency Road Maintenance 5402 $0 $0 $0 $12,080 $12,080
Landscape Maintenance 5415 0 640,000 0 0 640,000
Landscape Rehabilitation 5416 0 35,000 0 0 35,000
Subtotal (5400s) $0 $675,000 $0 $12,080 $687,080
Capital Outlay $0 $0 $0 $0 $0
Subtotal $0 $0 $0 $0 $0
TOTAL DIRECT DISTRICT COSTS $578,859 $1,265,172 $3,694,489 $12,160 $5,550,680
EXPENDITURESIREVENUES
Reserve Collection (Contingency) $0 $0 $0 $0 $0
Total Direct District Costs 578,859 1,265,172 3,694,489 12,160 5,550,680
TOTAL
EXPENDITURESIREVENUES $578,859 $1,265,172 $3,694,489 $12,160 $5,550,680
CONTRIBUTIONS
Contributions from Other Fund
Revenue Sources $26,200 $31,120 $37,317 $500 $95,137
Contributions from Other Revenue
Sources 0 31,316 o 0 31,316
Contributions from the General Fund 35,000 4,200 0 0 39,200
Fund Balance Contributions 35,979 0 70,044 2,501 108,524
TOTAL CONTRIBUTIONS $97,179 $66,636 $107,361 $3,001 $274,177
Balance to LeVY (Budoeted! $481,680 $1,198,536 $3,587,128 $9,159 $5,276,503
MuniFinancial
Page 13
I
I
I
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 200412005
v.
METHOD OF APPORTIONMENT
As in past years, the cost to provide services within the District will be fairly
distributed among each eligible property.
Service Level B (Residential Street Lighting); Service Level C (Perimeter Landscaping
and Slopes); and Service Level D (Trash/Recycling):
The following is the formula used to calculate each property's District charges by
the per parcel (residential lot) method.
Total Balance to Levy (Budgeted) / Total Residential Lots (in Service Level) = Parcel Charge
Service Level R (Roads):
The Charge Per Levy Unit for Service Level R is based on a Parcel Development
Unit (PDU), which is similar to a per parcel charge, but makes a distinction
between developed and undeveloped parcels.
Parcel Development Units = 1.0 for Developed Parcels
Parcel Development Units = 0.5 for Undeveloped Parcels
Total Balance to Levy / Total Parcel PDU (in rate Level) = Parcel Charge
The following tables reflect the levy calculations for each Service Level.
PARCEL CHARGE CALCULATIONS FOR
SERVICE LEVEL B
Charge per
ParcellUnit X Parcel
1.00 $25.68
1.00 $25.68
=
MunlFinancial
Page 14
I
I
I
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
PARCEL CHARGE CALCULATIONS FOR
SERVICE LEVEL C
Charge per Parcel
Property Type and Zone Parcel/Unit X Parcel = Charae Multiplier
Residential Lot C-1 1.00 $46.00 $46.00 Per Parcel
Residential Lot C-2 1.00 $89.00 $89.00 Per Parcel
Residential Lot C-3 1.00 $116.00 $116.00 Per Parcel
Residential Lot C-4 1.00 $175.00 $175.00 Per Parcel
Residential Lot C-5 1.00 $70.00 $70.00 Per Parcel
Residential Lot C-6 1.00 $225.00 $225.00 Per Parcel
Residential Lot C-7 1.00 $129.00 $129.00 Per Parcel
Residential Lot C-8 1.00 $10.00 $10.00 Per Parcel
Residential Lot C-9 1.00 $200.00 $200.00 Per Parcel
Residential Lot C-10 1.00 $100.00 $100.00 Per Parcel
PARCEL CHARGE CALCULATIONS FOR
SERVICE LEVEL D
. Developed residential parcel identified by CR&R for which refuse collections are available.
PARCEL CHARGE CALCULATIONS FOR
SERVICE LEVEL R
Charge Parcel
PrODertv TYDe and Zone Parcel/Unit X per Unit = CharlIe Multiplier
Sinale Familv Residential Lot R-1 1.00 $115.26 $115.26 Per Parcel
Vacant Residential Lot R-1 0.50 $115.26 $57.64 Per Parcel
Sinale Familv Residential Lot R-2 1.00 $95.86 $95.86 Per Parcel
Vacant Residential Lot R-2 0.50 $95.86 $47.94 Per Parcel
MunlFinancial
Page 15
I
I
I
Temecula Community Services District
Engineer's Annual Levy Report
Fiscal Year 2004/2005
Appendix A - 2004/2005 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.
A listing of parcels within this District, along with the charges, has been submitted to
the City Clerk and, by reference, is made part of this report.
MuniFinancial
Page 16