HomeMy WebLinkAbout97-03 TCSD ResolutionRESOLUTION NO. CSD 97-03
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT
ACKNOWLEDGING THE FILING OF A REPORT WITH RESPECT
TO THE PROPOSED RATES AND CHARGES FOR FISCAL YEAR
1997-98 AND SETTING A TIME AND PLACE FOR A PUBLIC
HEARING IN CONNECTION THEREWITH
THE BOARD OF DIRECTORS OF THE TEMECULA COMMUNITY SERVICES
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 CTCSD"), to
provide specified services to properties within its jurisdiction.
Section 2. Pursuant to Govemment 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, its general taxes in the
manner prescribed by Government Code Sections 61765.2 to 61765.6, inclusive.
Section 3. The TCSD proposes to continue such rates and charges for the
operation, maintenance, service and administration of street lighting, slope maintenance, recycling
and refuse collection, and street and road improvements for the 1997-98 fiscal year. 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 redemption, shall be 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.
Rcaos.csd\97-03 1
Section 4. Pursuant to Government Code Section 61621.2, the TCSD has caused
a written (UReport") 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 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 District Secretary, and is
available for public inspection.
Section 5. The Board of Directors hereby acknowledges the filing of the Report,
and appoints the 13th day of May, 1997, at the hour of 7:00 p.m., or as soon thereafter as
feasible, in the City Council Chambers at City Hall, 43200 Business Park Drive, Temecula,
California, 92590, as the time and place for the public hearing on the Report and the proposed
rates and charges. At the public hearing, the Board of Directors will hear and consider all
objections or protests, if any to the Report. The Board may continue the hearing from time to
time.
Section 6. The District Secretary is hereby directed to give notice of the filing of
the Report and of the time and place of the hearing on the Report pursuant to the requirements of
Government Code Section 61765.2.
Section 7. The District Secretary shall certify to the adoption of this Resolution.
PASSED, APPROVED AND ADOPTED by the Board of Directors of the Temecula
Community Services District this 22nd day of April 1997.
ATTEST:
Stone, President
jM~_n~. Greek, qMC/4AE
City Clerk/BoardX-gec~tary
[SEAL]
R¢~o,.¢'~\97-03 2
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )
CITY OF TEMECULA )
SS
I, June S. Greek, do hereby certify that the foregoing Resolution No. CSD 97-03 was duly
adopted by the Board of Directors of the Temecula Community Services District at a regular
meeting thereof, held on the 22nd day of April, 1997, by the following vote of the Board of
Directors
AYES: 5 DIRECTORS:
Birdsall, Ford, Lindemans, Roberts, Stone
NOES: 0 DIRECTORS: None
ABSENT" 0 DIRECTORS: None
( j June S. Greek, CMC/AAE
· ~-" City Cler~Bo~/Secretary
Resos.¢sd\97-03 3
EXHIBIT A
PROJECT SUMMARY
TEMECULA COMMUNITY SERVICES DISTRICT
On July 1, 1996, Muni Financial, 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 1997-98. 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 f.&se~, 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.
The TCSD is currently composed of four (4) service levels. The descriptions of the service
levels are as follows:
Service Ievel 1t - Residential Street l.ights. Operations, maintenance, utility costs
and administration of all residential street lights.
Service Ievel C - Perimeter I~andscaping and Slope Maintenance. Operations,
maintenance, utility costs, improvements, and administration for all perimeter
landscaping and slope maintenance areas maintained by the TCSD.
Service Ievel D - Refuse Collection, Recycling and Street Sweeping. Operations
and administration of the refuse and recycling program, and street sweeping
services for all single-family residential homes.
Service I.evel R - Street and Roads. Construction, installation, and maintenance
of streets and roads.
Resos.csd\97-03 4
The Financial Analysis contained herein contains each Service Level including with their totals
for Fiscal Year 1997-98 to be as follows:
SERVICE IJEVEI,/I,EVY gUDGET
Service Level B $ 267,688.00 $ 25.68
Service Level C 528,896.00 Variable
Service Level D 1,954,337.00 162.78
Service Level R 16,135.00 Variable
TOTAL TCSD LEVY FY 97-98:
$2,767,056.00
The Levy and Collection amounts for all non-exempt parcels within the TCSD for the Fiscal
Year 1997-98 are as shown on the Levy Roll on file with the City Clerk.
R¢~os.e~d\97-03 5
ANNUAL LEVY REPORT
FOR THE TEMECULA
COMMUNITY SERVICES DISTRICT
(TCSD), FISCAL YEAR 1997-98
CITY OF TEMECULA
FISCAL YEAR '! 997-98
Preliminary Report
SUBMITTED: April 14, 1997
APPROVED:
MuniFinancial
Corporate Office
28765 Single Oak Drive, Suite 200
Temecula, CA 92590
Tel: (909) 699-3990
Fax: (909) 699-3460
San Francisco Bay Area Office
One Donna Maria Way
Orinda, CA 94563
Tel: (510) 376-1162
Fax: (510) 376-1162
TABLE OF CONTENTS
I. OVERVIEW ............................................................................................................... 1
A. Introduction .................................................................................................1
B. Description of the District and Services ...................................................2
C. Budget and Levy Summary ........................................................................2
II. DESCRIPTION OF THE DISTRICT .........................................................................4
III. CHANGES TO THE DISTRICT ...............................................................................7
A. Modifications of the District Structure ......................................................7
B. Inclusions ....................................................................................................8
IV. DISTRICT BUDGETS .............................................................................................9
V, METHOD OF APPORTIONMENT ...........................................................................12
APPENDIX A- 1997-98 COLLECTION ROLL .......................................................... 14
I. OVERVIEW
A. Introduction
The Temecula Community Services District (District) was formed in 1989
upon incorporation of the City of Temecula (City), to continue services
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. 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 the Charges are set and
established pursuant to Community Services District Law 61000, Section
61621, Title 6, Division 3 of the California Govemment Code (the Code).
The Annual Levy Report describes the District, any new inclusions, any
changes to the District, and the proposed Charges for Fiscal Year 1997-98.
The Charges are based on the historical and estimated cost to maintain the
improvements that service properties within the District. The improvements
and services within 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
necessary to maintain and operate the improvements.
The word "parcel," for the purposes of this Report, refers to an individual
property assigned its own Assessment Number by the Riverside County
Assessor's Office. The Riverside County AuditodController 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 District Board of Directors
(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 Final 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 1997-98. In such case, the levy information will be
submitted to the Riverside County AuditodController, and included as
Charges on the property tax roll for the various services provided in Fiscal
Year 1997-98.
B. Description of the District and Services
The District provides certain property related services and the maintenance
of specific improvements within public right-of-ways and dedicated
landscape easements throughout the City.
The District consists of four (4) separate Service Levels, providing specific
services and improvements to parcels within certain areas throughout the
City. Each parcel within the District is charged proportionately for only those
services and improvements applicable to the property. Each Service Level
has differing costs depending upon the various services and improvements
provided. All parcels identified within a Service Level, share in the cost of the
services. The costs associated with the services, are proportionately spread
among all properties within that Service Level to which the services are
provided. The Service Levels are identified as follows:
· Residential Street Lighting
· Perimeter Landscaping and Slopes
· Citywide Recycling and Refuse
· Road Improvement and Maintenance
Services and improvements provided through the District include: residential
street lighting; perimeter landscape maintenance; slope protection; a
recycling and refuse collection program; and road improvement construction
and maintenance.
C. Budget and Levy Summary
Each Service Level provides different and specific services and
improvements to various parcels within the community. Only the parcels that
the services and improvements are provided for are included in 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.
2
0 0000 0 O0
0 00~0 0 ~0
0 0000 0 O0
0 0000 0 O0
Ii.DESCRIPTION OF THE DISTRICT
Service Level B, Residential Street Lighting --includes all developed single
family residential parcels and residential vacant parcels within specific residential
tracts requiring servicing, operation, and maintenance of local street lighting.
Table Ii shows a listing of the tracts within Service Level B (Residential Street
Lighting.)
TABLE II
Service Level B Tracts
11087-01 20079-02 20882-00 21674-02 22915-01 24131-03
11087-02 20079-03 20882-01 21674-03 22915-02 24132-00
12189-01 20130-00 20882-02 21675-00 22915-03 24132-01
12189-02 20130-01 20882-03 21675-01 22916-00 24133-00
12189-03 20130-02 20987-00 21675-02 22916-01 24133-01
12189-04 20130-03 21067-00 21675-03 22916-02 24133-02
12189-05 20130-04 21082-00 21675-04 22916-03 24133-03
12189-06 20130-05 21082-01 21675-05 22962-00 24133-04
12189-07 20130-06 21082-02 21675-06 23100-01 24133-05
13060-01 20153-00 21082-03 21760-00 23100-02 24134-00
13060-02 20154-00 21082-04 21765-00 23100-03 24134-01
13060-03 20319-00 21340-00 22148-00 23100-04 24134-02
13060-04 20643-00 21340-01 22203-00 23101-02 24134-03
13060-05 20644-00 21340-02 22204-00 23125-00 24135-00
13060-06 20703-01 21340-03 22208-00 23125-01 24135-01
13060-07 20703-02 21340-04 22593-00 23125-02 24135-02
13060-08 20703-03 21340-05 22593-01 23126-00 24135-03
18518-00 20735-01 21340-06 22593-02 23128-00 25004-01
18518-01 20735-02 21340-07 22715-00 23177-00 27827-00
18518-02 20735-03 21561-00 22715-01 23267-00 27827-01
18518-03 20735-04 21672-01 22715-02 23267-01 27827-02
18583-00 20735-05 21672-02 22716-00 23267-02 27827-03
19872-00 20735-06 21672-03 22716-01 23267-03
19872-01 20735-07 21672-04 22716-02 23267-04
19872-02 20735-08 21673-00 22716-03 23371-01
19939-00 20735-09 21673-01 22716-04 23371-02
19939-01 20848-00 21673-02 22761-00 23483-00
19939-02 20879-00 21673-03 22762-00 24131-00
20079-00 20879-01 21674-00 22786-00 24131-01
20079-01 20881-00 21674-01 22915-00 24131-02
4
Service Level C, Perimeter Landscaping and Slopes --includes servicing,
operation, and maintenance of perimeter landscaped areas and slopes within the
public right-of-ways and dedicated easements within certain tracts. The level of
maintenance required within these tracts varies depending on operating costs, and
therefore four (4) rate levels have been established within Service Level C.
Table III shows a listing of the tracts in each of the four (4) rate levels within
Service Level C (Perimeter Landscaping and Slopes.)
TABLE Ill
Service Level C Tracts
I Rate Level C-1 Rate Level C-2 Rate Level C-3 I Rate Level C-4
Tract Name Tract # Tract Name Tract # Tract Name Tract # Tract Name Tract #
PRESLEY DEVELOI::'fVIENT 23267-00 MORRISON HOMES 22148-00 MAR~NIQUE 23128-00 BARCLEY ESTATES 25004-01
23267-01 R~DG~-'~EW 20735-07 SADOLEWOOD 18518-00 MEADOW~EW 21765-00
23267-02 20735-08 18518-01 ~GNET SERIES 20882-00
23267-03 20735-09 18518-02 20882-01
23267-04 20881-00 18518-03 20882-02
26861-00 21764-00 ~NTAGEHILLS 22715-00 20882-03
26861-01 W. INCHESTERCREEK 20130-00 22715-01 TRADEVMNOS 23125-00
26861-02 20130-01 22715-02 23125-01
26861-03 20130-02 22716-00 23125-02
RANCHO HIGHLANDS 20643-00 20130-03 22716-01 23125-03
20644-00 20130-04 22716-02 ~LLAGE GROVE 21672-01
21760-00 20130-05 22716-03 21672-02
22203-00 20130-06 22716-04 21672-03
22204-00 21340-00 22915-00 21672-04
22761-00 21340-01 22915-01 21673-00
22762-00 21340-02 22915-02 21673-01
RANCHOSOLANA 22593-00 21340-03 22915-03 21673-02
22593-01 21340-04 22916-00 21673-03
22593-02 21340-05 22916-01 21674-00
THE ~NEYAROS 20879-00 21340-06 22916-O2 21674-O1
20879-01 21340--07 22916-03 21674-02
WOODCREST COUNTRY 21561-00 21674-03
22208-00 21675-00
21675-01
21675-02
21675-03
21675-04
21675-05
21675-06
5
Service Level D, Citywide Recycling, Refuse and Street Sweeping --provides
for the operation and administration of the refuse and recycling program and street
sweeping services for all single family residential homes within the District.
Service Level R, Roads --provides funding for construction, improvement,
service and maintenance of public streets and roads throughout the City. 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. 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 ninety-three (93)
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: Nicolas Road; Greenwood Lane; Liefer Road; Gatlin Road;
Pala Vista. A total of 1.821 miles of roads are serviced and maintained in this area.
Rate Level R-2 --The parcels within this rate level consists of fifty-seven (57)
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: Ormsby Road; Santiago Road; Lolita Road; and John Warner
Road. A total of 1.003 miles of roads are serviced and maintained in this area.
6
III. CHANGES TO THE DISTRICT
For Fiscal Year 1997-98, changes within the District that affect the levy are
outlined below.
A. Modifications of the District Structure
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.
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 street lighting and landscaped
median along arterial streets.
Beginning Fiscal Year 1997-98, these two Service Levels will no longer be
charged through the District.
The number of parcels included in Service Level R, Roads (specifically Rate
Level R-I) has been reduced from one hundred twenty parcels to ninety-
three parcels for Fiscal Year 1997-98. Five of the streets previously serviced
and maintained by the District (Calle Girasol; Aussie Road; CaIle Chapos;
Walcott Road; and Tommy Lane) have been upgraded to paved roads. The
parcels that were previously serviced by the maintenance of these streets
have been removed from Service Level R.
The only other modifications to the District are 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 that are
being serviced are included into the appropriate Service Levels, and
includes the addition of new single family residential units to Service Level D
(Citywide Recycling, Refuse and Street Sweeping).
7
B. Inclusions
The inclusion of specific tracts and the parcels within those tracts to Service
Level B (Residential Street Lighting), and Service Level C (Perimeter
Landscaping and Slopes), for Fiscal Year 1997-98 are described in the
following.
Inclusions to Service Level B (Residential Street Lighting), include 426
parcels within Tracts:
Tract Number of Tract Number of
Number Parcels Number Parcels
23100-04 24 24131-00 127
23371-01 25 24131-03 90
23371-02 38 24133-05 122
Inclusions to Service Level C (Perimeter Landscaping and Slopes), include
234 parcels within the following tracts:
Rate level #1 -- Tracts: 22761-00 (Rancho Highlands -- 80 parcels);
26861-00 (Presley Development- 37 parcels); 26861-03 (Presley
Development -- 41 parcels).
· Rate level #2-- No New Tracts.
· Rate level # 3 -- No New Tracts.
· Rate level # 4 -- Tract: 23125-03 (Tradewinds -- 76 parcels).
Inclusions to Service Level D (Citywide Recycling and Street Sweeping):
A total of 784 parcels have been added to Service Level D for the 1997-98
Fiscal Year.
8
IV.
DISTRICT BUDGETS
Table IV on the next three (3) pages show the District budget for Fiscal Year
1997-98.
TABLE IV
1997-98 DISTRICT BUDGET
Temecula Community Services District
Operating Budget Department Summary for the Year Ending June 30, 1998
BUDGETITEM
Accountl LevelB ] LevelCI LevelD J LevelRITotalDistrlctI
No. 192 193 194 195
PERSONNEL SERVICES
Salaries and Wages 5100 $7,226 $90,212 $43,168 $0 $140,606
Deferred Compensation 5101 0 0 0 0 0
PERS Retirement 5102 0 0 0 0 0
State Unemployment 5103 0 0 0 0 0
Medicare FICA 5104 0 0 0 0 0
Auto Allowance 5106 0 0 0 0 0
Unemployment Training Tax 5109 0 0 0 0 0
Disability Insurance 5110 0 0 0 0 0
Workers Compensation 5112 0 0 0 0 0
Health Insurance 5113 0 0 0 0 0
Temporary Help 5118 0 0 0 0 0
Part-'~me (Project) 5119 0 8,203 0 0 8,203
Overtime Wages 5121 0 500 0 0 500
Subtotal (Personnel Services) $7,226 $98,915 $43,168 $0 :$149,309
TABLE IV
1997-98 DISTRICT BUDGET
Temecula Community Services District
Operating Budget Department Summary for the Year Ending June 30, 1998
BUDGET ITEM
No. 192 193 '194 195
OPERATIONS AND MAINTENANCE
Telephone Service (Cellular) 5208 $0 $0 $0 $0 $0
Repair & Maint. - Facilities 5212 0 49,500 0 0 49.500
Repair & Maintenance-Vehicles 5214 0 0 0 0 0
Repair & Maint.-Office Equipment 5217 0 0 0 0 0
Maintenance Supplies 5218 0 0 0 0 0
Office Supplies 5220 0 0 0 0 0
Printing 5222 0 0 0 0 0
Legal Documents/Maps 5224 0 0 0 0 0
Dues and Memberships 5226 0 0 0 0 0
Publications 5228 0 0 0 0 0
Postage and Packaging 5230 0 0 0 0 0
Property Tax Admin Fees 5231 1,500 850 1,800 75 4,225
Rent- Facilities 5234 0 0 0 0 0
Rent - Equipment 5238 0 0 0 0 0
Equipment Lease 5239 0 0 0 0
Utilities 5240 0 128,500 0 0 128,500
Small tools/Equipment 5242 0 0 0 0 0
Uniforms 5243 0 0 0 0 0
Signs 5244 0 0 0 0 0
Legal Services 5246 0 0 0 0 0
Consulting Services 5248 0 5,000 0 0 5,000
Other Outside Services 5250 0 0 0 0 0
Advertising 5254 0 0 1,500 0 1,500
Public Notices 5256 3,000 3,000 3,000 3,000 12,000
Conl'erences 5258 0 0 0 0 0
Professional Meetings 5260 0 0 0 0 0
Staff Training/Education 5261 0 0 0 0 0
Mileage 5262 0 0 0 0 0
Fuel Expense-City Vehicles 5263 0 0 0 0 0
Council Discretionary 5267 0 0 0 0 0
Blueprints 5268 0 0 0 0 0
Subtotal (5200's) $4,500 $186,850 $6,300 $3,075 $200,725
10
TABLE IV
1997-98 DISTRICT BUDGET
Temecula Community Services District
Operating Budget Department Summary for the Year Ending June 30, 1998
No, 192 193
OPERATIONS AND MAINTENANCE
Recreation Supplies 5301 $0 $0
Waste Hauling 5315 0 0
Street Lighting 5319 291,800 O
Insurance 5330 0 0
Vehicles 5335 0 0
Information Systems 5340 4,470 16,765
Support Services 5345 0 0
Facilities 5350 0 0
Assessment Engineering 5370 0 0
Refund of Prior Year Assessments 5375 0 0
CiW Admin Charges 5380 0 0
Subtotals (5300's) $296,270 $16,765
Operating Expenses 5400 0 0
Emergencey Road Maintenance 5402 0 0
Landscape Maintenance 5415 0 268,720
Landscape Rehabilitation 5416 0 0
Subtotals (5400's) $0 $268,720
TOTAL DISTRICT COSTS $307,996 $571,250
Level D LaYel R Total District
194 t95
$0 $0 $0
2,022,771 0 2,022,771
0 0 291,800
0 0 0
0 0 0
6,706 0 27,941
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
$2,029,477 $0 $2,342,512
0 0 0
0 16.135 16,135
0 0 268,720
0 0 0
$0 $16.135 $284.855
$2,078.945 $19,210 $2.977.401
EXPENDITURES
RESERVE FOR CONTINGENCY 0 0 0 0 0
TOTAL DISTRICT COSTS 307.996 571.250 2.078.945 19.210 2.977.401
TOTAL EXPENDITURES $307.996 $571.250 $2.078,945 $19.210 $2,977.401
REVENUES
OTHER REVENUE SOURCES 21.363 17.000 56.174 3,075 97.612
FUND BALANCE 18.945 25.354 68,434 0 112.733
BALANCE TO LEVY 267.688 528,896 1,954,337 16,135 2,767.056
TOTAL REVENUES $307.996 $571,250 $2.078,945 $19,210 $2,977.401
11
V. METHOD OF APPORTIONMENT
As in past years, the cost to provide services within the District will be fairly
distributed among each assessable property.
The following is the formula used to calculate each properry's District charges by
the per parcel method.
Service Level B (Residential Street Lighting); Service Level C (Perimeter Landscaping
and Slopes); and Service Level D (Citywide Recycling and Refuse):
Total Balance to Levy/Total Parcels (in Service Level) = Parcel Charge
The Rate 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.
Service Level R (Roads):
Parcel Development Units = l.O for Developed Parcels
Parcel Development Units = 0.5 for Undeveloped Parcels
Total Balance to Levy/Total Parcel PDU (in rate Level) = Parcel Charge
12
Table V reflects the levy calculations for each Service Level.
TABLE V
PARCEL CHARGE CALCULATIONS FOR
SERVICE LEVEL B
Property Type
Single Family Residential
Single Family Vacant
Parcel Charge per
Unit Parcel =
1.00 $25.68
1.00 $25.68
Parcel I
Charge Multiplier
$25.68 Per Parcel
$25.68 Per Parcel
PARCEL CHARGE CALCULATIONS FOR
SERVICE LEVEL C
Property Type
Single Family Residential Rate Col
Single Family Residential Rate C-2
Single Family Residential Rate C-3
Single Family Residential Rate C-4
Parcel f Charge per I Parcel
Unit X Parcel = Charge
1.00 $46.00 $46.00
1.00 89.00 89.00
1.00 116.00 116.00
1,00 $175.00 $175.00
Multiplier
Per Parcel
Per Parcel
Per Parcel
Per Parcel
PARCEL CHARGE CALCULATIONS FOR
SERVICE LEVEL D
Property Type
Single Family Residential
Parcel I Charge per
Unit X Parcel
1.oo I $162.78
--I cPha~rCgele
I
I $162.78 1 Per Parcel I
PARCEL CHARGE CALCULATIONS FOR
SERVICE LEVEL R
Property Type
Single Family Residential Rate R-1
Single Family Vacant Rate R-1
Single Family Residential Rate R-2
Single Family Vacant Rate R-2
Parcel I Charge per I Parcel
Unit X Unit -- Charge
1.00 $157.08 $157.08
O. 50 157.08 78.54
1.00 121.92 121.92
0.50 $121.92 $60.96
I Multiplier Per Parcel
Per Parcel
Per Parcel
Per Parcel
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Appendix A --- 1997-98 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.
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