HomeMy WebLinkAbout2022-05 TCSD Resolution RESOLUTION NO. CSD 2022-05
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT OF THE
CITY OF TEMECULA ADOPTING RATES AND CHARGES
FOR SERVICE LEVEL B — RESIDENTIAL STREET
LIGHTING, SERVICE LEVEL C — PERIMETER
LANDSCAPING, SERVICE LEVEL D — RECYCLING AND
REFUSE COLLECTION, AND SERVICE LEVEL R —
EMERGENCY UNPAVED ROAD MAINTENANCE
SERVICES FOR FISCAL YEAR 2022-23
THE BOARD OF DIRECTORS OF THE TEMECULA COMMUNITY SERVICES
DISTRICT OF THE CITY OF TEMECULA DOES HEREBY RESOLVE 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 Section 61115,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 collected within the TCSD in the
same manner prescribed by Government Code Section 61115. By previous resolution, the TCSD
proposed to continue such rates and charges for the operation, maintenance, service and
administration of residential street lighting,perimeter landscaping,recycling and refuse collection,
and emergency unpaved road maintenance services for Fiscal Year 2021-22.
Section 3. Pursuant to Government Code Section 61115, the TCSD caused a written
Engineer's 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 2022-23. 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 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 as required by law on June 10, 2022,calling
for a public hearing on July 26, 2022. Notice was published as required by law and affidavits of
publication and mailing are on file with the Secretary of the TCSD.
Section 5. On July 26,2022,the Board of Directors held a duly noticed public hearing
at which the Board of Directors heard and considered all oral and written objections,protests and
comments by 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 in the Report do not exceed the reasonable cost of
the services to be provided by the TCSD for Fiscal Year 2022-23.
Section 7. The Board of Directors hereby overrules any and all objections and protests
and adopts the rates and charges for residential street lighting, perimeter landscaping, recycling
and refuse collection and emergency unpaved road maintenance services for Fiscal Year 2022-23
as set out in the Report.
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 or 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 2022-23, or claims that an error has been
made with respect to the implantation 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, 2022, 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 2022-23 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, 2022,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 10, 2022, 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,
I
required, empowered,authorized,instructed,directed and ordered to make collection of 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.
PASSED, APPROVED, AND ADOPTED by the Board of Directors of the Temecula
•Community Services District of the City of Temecula this 26`h • , of uly, 2022.
James Stewart, President
ATTEST:
Randi Johl, Se
[SEAL]
I
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, Secretary of the Temecula Community Services District of the City of
Temecula, do hereby certify that the foregoing Resolution No. CSD 2022-05 was duly and
regularly adopted by the Board of Directors of the Temecula Community Services District of the
City of Temecula at a meeting thereof held on the 26th day of July, 2022,by the following vote:
AYES: 5 BOARD MEMBERS: Alexander, Edwards, Rahn, Schwank,
Stewart
NOES: 0 BOARD MEMBERS: None
ABSTAIN: 0 BOARD MEMBERS: None
ABSENT: 0 BOARD MEMBERS: None
Randi Johl, Secretary
I
I
Webb
MUNICIPAL FINANCE
Engineer's Annual Levy Report
Fiscal Year 2022-2023
Temecula Community Services District
Service Levels B, C, R and Recycling & Refuse Collection
Prepared For
14
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Wine Country
July 2022
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Table of Contents
Sections
Section i. Engineer's Statement i
Section 1. Description of Services 1
Section 2. Budgets and Levy Summary 2
Section 3. District Services and Charges 10
Section 4. Changes to the District 16
Section 5. Method of Apportionment 18
Section 6. Tax Roll 21
Tables
Table 2-1. Operating Budget Summary for Service Levels B, D and R 3
Table 2-2. Operating Budget for Service Level C 4
Table 2-3. Year over Year Budget Comparison 9
Table 3-1. Service Level B 10
Table 3-2. Service Level C 11
Table 5-1. Parcel Charge Calculation Service Level B 18
Table 5-2. Parcel Charge Calculation Service Level C 19
Table 5-3. Parcel Charge Calculation Service Level R 20
Table 5-4. Parcel Charge Calculation Refuse/Recycling Collection 20
Appendices
Appendix A. Tax Roll A-1
i. Engineer's Statement
AGENCY: CITY OF TEMECULA
PROJECT: TEMECULA COMMUNITY SERVICES DISTRICT
TO: BOARD OF DIRECTORS
CITY OF TEMECULA
STATE OF CALIFORNIA
REPORT PURSUANT TO GOVERNMENT CODE SECTION 61115
Pursuant to Government Code Section 61115, this Report is prepared and presented to the Board to prescribe
Service Level B, Service Level C, Service Level R and Refuse/Recycling Collection rates and charges for the parcels
and territories within the District. 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 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 2022-2023. 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 2022-2023.
SECTION 1 DESCRIPTION OF SERVICES of the areas covered and the services provided for the Fiscal Year. The
description of services shows and describes the existing improvements and is sufficient in
showing and describing the general nature, location, and extent of the improvements.
SECTION 2 A BUDGETS AND LEVY SUMMARY by Service Level of the improvements to be maintained and/or
improved for the mentioned Fiscal Year.
SECTION 3 A description of the DISTRICT SERVICES AND CHARGES by Service Level, describing the method used
to apportion the District charges.
SECTION 4 CHANGES TO THE DISTRICT contains details of changes that have occurred within the District since
its inception that could affect the levy.
SECTION 5 The METHOD OF APPORTIONMENT used to calculate the levy for each of the Service Levels.
SECTION 6 The TAX ROLL information.
Temecula Community Services District(Service Level B,C.R and Refuse/Recycling Collection)
Engineer's Annual Levy Report for Fiscal Year 2022-2023 I
i. Engineer's Statement
WHEREAS, upon incorporation of the City of Temecula (the "City"), effective December 1, 1989 voters
approved the formation of the Temecula Community Services District (the "District") to provide specified
services previously provided by the County of Riverside (the "County") to properties within its jurisdiction. 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 (the "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 were set and established, pursuant to the Community Services District
Law,Title 6, Division 3 of the California Government Code ("CSD Law").
WHEREAS, each fiscal year, an Engineer's Annual Levy Report (the "Report") is prepared, filed, and approved
by the Board. This Report describes the District, any changes to the District, and the proposed Charges for the
fiscal year. The word "parcel," for the purposes of this Report, refers to an individual property assigned its own
Parcel Number or Property Identification Number by the Riverside County Assessor's Office. The Riverside
County Auditor/Controller uses Property Identification Numbers and specific Fund Numbers to identify, on the
tax roll, properties charged for District services. The Charges contained in the Report are based on the historical
and estimated costs 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 unpaved road improvement and maintenance within specified areas of the
District.
WHEREAS, Pursuant to Government Code Section 61115 the District has prescribed, revised, and collected
rates and charges for residential street lighting ("Service Level B"), perimeter landscaping ("Service Level C"),
unpaved road maintenance ("Service Level R"), and Refuse/Recycling Collection 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 Government Code Section 61115.
Temecula Community Services District(Service Level B.C,R and Refuse/Recycling Collection)
Engineer's Annual Levy Report for Fiscal Year 2022-2023 II
i. Engineer's Statement
Now,THEREFORE, I Matthew E. Webb, a Professional Civil Engineer (employed at Albert A. Webb Associates
and retained through an agreement between Webb Municipal Finance, LLC and my employer), acting on behalf
of the Temecula Community Services District, pursuant to the "CSD Law",do hereby submit the following:
The District requested Webb Municipal Finance, LLC,to prepare and file an Engineer's Levy Report for Temecula
Community Services District (Levels B, C, R and Refuse/Recycling Collection) pursuant to the Government Code
Section 61115, presenting plans and specifications describing the general nature, location and extent of the
improvements to be maintained, an estimate of the costs of the maintenance, operations, and servicing of the
improvements for Service Levels B, C, R and Refuse/Recycling Collection, for the referenced Fiscal Year, an
assessment of the estimated costs of the maintenance, operations, and servicing the improvements, assessing
the net amount upon all assessable lots and/or parcels within each Service Level and Refuse/Recycling Collection
in proportion to the special benefit received;
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.
Please note that Albert A. Webb Associates provides engineering advice and related consulting services. Albert
A. Webb Associates is not a registered municipal advisor and does not participate in municipal advisory
activities, and nothing in this Engineer's Report is, or should be interpreted to be, municipal advisory services or
advice.
Executed this 14 day of July 2022.
ALBERT A. WEBB ASSOCIATES
osIFESSIOti
<4, VI E- �� Digitally signed by Matthew E.
�� '\x� y �� Matthew E. Webb Webb
zQ Nt Date:2022.07.14 16:11:04-07'00'
`` 2
ND. 37385 I1 MATTHEW E. WEBB
oc
PROFESSIONAL CIVIL ENGINEER NO. 37385
sT crvi�- P ENGINEER OF WORK
g2� 64
ti
OF cAl.lf ON BEHALF OF THE CITY OF TEMECULA AND
THE TEMECULA COMMUNITY SERVICES DISTRICT
STATE OF CALIFORNIA
Temecula Community Services District(Service Level B.C.R and Refuse/Recycling Collection) III
Engineer's Annual Levy Report for Fiscal Year 2022-2023
i. Engineer's Statement
Final approval, confirmation and levy of the annual assessments and all matters in the Engineer's Report were
made on the day of 2022, by adoption of Resolution No. _ by the Board
of Directors.
CITY CLERK
CITY OF TEMECULA
STATE OF CALIFORNIA
A copy of the Tax Roll and Engineer's Annual Levy Report were filed in the office of the City Clerk on the
day of , 2022.
CITY CLERK
CITY OF TEMECULA
STATE OF CALIFORNIA
Temecula Community Services District(Service Level B.C.R and Refuse/Recycling Collection) IV
Engineer's Annual Levy Report for Fiscal Year 2022-2023
1. Description of Services
The boundary of the District is coterminous with the City boundary and includes all parcels within the City. 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 spread among all properties within that Service Level to which the service is provided in accordance with the
Method of Apportionment of the specific service level. Services and improvements provided throughout the
District include residential street lighting, perimeter landscape maintenance and slope protection, unpaved road
improvement construction and maintenance, and a refuse and recycling collection program. The Service Levels
are identified as follows:
Service Level B- Residential Street Lighting
Services include the operation, maintenance, utility costs, and administration of residential streetlights.
Service Level C- Perimeter Landscaping
Services include the operation, maintenance, utility costs, improvements, and administration of all perimeter
landscaping and slope maintenance areas maintained by the District.
Service Level R- Unpaved Road Maintenance
Services include the operation and administration of certain unpaved streets and roads maintained by the
District.
Refuse/Recycling Collection
Services include the operation and administration of the refuse and recycling program for single-family
dwellings.
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Temecula Services District(Service Level B,C.R and Refuse/Recycling Collection) I 1
Engineer's Annual Levy Report for Fiscal Year 2022-2023
2. Budgets and Levy Summary
The budgets for each Service Level are shown below. 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 in each of the Service Levels. The `Total Levy Units" and the resulting "Charge per
Levy Unit" (shown in Table 2-2), reflect a method of apportionment that most fairly spreads the costs of the
services to the parcels in that Service Level. The "Total Levy Units" for Service Levels B, C, and Refuse/Recycling
Collection 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 5, Method of Apportionment.
Temecula Services District(Service Level B,C,R and Refuse/Recycling Collection) 2
Engineer's Annual Levy Report for Fiscal Year 2022-2023
2. Budgets and Levy Summary
Table 2-1
Service Levels B, D and R Operating Budget Summary for Fiscal Year Ending June 30, 2023
Acct Level B Level D Level R Total
Budget Item No. 192 194 195 District
PERSONNEL
Services $0 $71,467 $0 $71,467
Subtotal Personnel Services $0 $71,467 $0 $71,467
OPERATIONS MAINTENANCE 5200'S
Repair&Maintenance Facilities 5212 $0 $0 $0 $0
Office Supplies 5220 $0 $0 $0 $0
Printing 5222 $0 $0 $0 $0
Election Costs(Offset by Developer Deposits) 5225 $0 $0 $0 $0
Dues and Memberships 5226 $0 $6,120 $0 $6,120
Postage and Packaging 5230 $0 $0 $0 $0
Property Tax Administrative Fees 5231 $13,530 $15,912 $200 $29,642
Utilities 5240 $0 $0 $0 $0
Small Tools and Equipment 5242 $0 $5,304 $0 $5,304
Uniforms 5243 $0 $100 $0 $100
Consulting Services 5248 $0 $0 $0 $0
Other Outside Services 5250 $0 $20,400 $0 $20,400
Public Notices 5256 $0 $15,912 $0 $15,912
Staff Training/Education 5261 $0 $0 $0 $0
Mileage 5262 $0 $102 $0 $102
Recognition Program 5265 $0 $0 $0 $0
Subtotal 5200's $13,530 $63,850 $200 $77,580
Waste Hauling 5315 $0 $9,252,220 $0 $9,252,220
Street Lighting 5319 $488,500 $0 $0 $488,500
Subtotal 5300's $488,500 $9,252,220 $0 $9,740,720
Emergency Road Maintenance 5402 $0 $0 $10,332 $10,332
Landscape Maintenance 5415 $0 $0 $0 $0
Landscape Rehabilitation 5416 $0 $0 $0 $0
Subtotal 5400's $0 $0 $10,332 $10,332
Recycling Programs $0 $0 $0 $0
Subtotal $0 $0 $0 $0
Capital Outlay $0 $0 $0 $0
Subtotal $0 $0 $0 $0
TOTAL DIRECT DISTRICT COSTS $502,030 $9,387,537 $10,532 $9,900,100
EXPENDITURES/REVENUES
Contingency Reserve $0 $0 $0 $0
TOTAL EXPENDITURES/REVENUES $502,030 $9,387,537 $10,532 $9,900,100
CONTRIBUTIONS
Contributions from Grants 4025 $0 $0 $0 $0
Operation Income $0 $0 $0 $0
Other Contributions ($138,737) ($166,225) $5,000 ($299,962)
Fund Balance Collection/Contribution $0 $0 $0 $0
TOTAL COLLECTION/CONTRIBUTIONS ($138,737) ($166,225) $5,000 ($299,962)
Balance to Levy(Budgeted) $640,767 $9,553,762 $5,532 $10,200,062
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Temecula Services District(Service Level B.C.R and Refuse/Recycling Collection) 3
Engineer's Annual Levy Report for Fiscal Year 2022-2023
2. Budgets and Levy Summary
Table 2-2
Service Levels C Operating Budget for Fiscal Year Ending June 30, 2023
Winchester Rancho The Signet Woodcrest
Budget FY 2022-2023 Saddlewood Creek Highlands Vineyards Series Country
Zone Ol Zone 02 Zone 03 Zone 04 Zone 05 Zone 06
DIRECT COSTS
Repair&Maintenance/Facility $1,260 $2,000 $2,500 $1,000 $2,500 $1,500
Utilities $10,080 $9,030 $12,600 $1,680 $11,760 $4,725
Landscape Contract $25,956 _ $17,922 $20,394 _ $3,605 $18,540 $9,270
Rehabilitation $0 $30,000 $15,000 _ $0 $5,000 $15,000_
TOTAL DIRECT COSTS $37,296 $58,952 $50,494 $6,285 $37,800 $30,495
INDIRECT COSTS
City Admin $10 $10 $10 $10 $10 $10
County Fees $206 $258 $234 $140 $169 $171
Special Tax Consultant $510 $510 $510 $204 $510 $357
TOTAL DIRECT COSTS $726 $779 $754 $354 $689 $539
TOTAL COSTS $38,022 $59,731 $51,248 $6,639 $38,489 $31,034
ADJUSTMENTS
Fund Balance Collection/Contribution ($90) ($17,189) ($3,920) ($245) $536 I ($2,409)
TOTAL ASSESSMENT $37,932 $42,542 $47,328 $6,394 $39,025 $28,625
EDUs 327 478 408 139 223 229
FY 2022-2023 Proposed Rate $116.00 I $89.00 I $116.00 I $46.00 I $175.00 I $125.00
FY 2021-2022 Maximum Rate $116 00 I $89.00 I $116.00 $46.00 $175.00 I $119 04
FY 2022-2023 Maximum Rate $116.00 $89.00 $116.00 $46.00 $175.00 $125.00
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Temecula Services District(Service Level B,C.R and Refuse/Recycling Collection) 4
Engineer's Annual Levy Report for Fiscal Year 1012-2023
2. Budgets and Levy Summary
Village Rancho Vintage
Budget FY 2022-2023 Ridgeview Grove Solana Martinique Meadowview Hills
Zone 07 Zone 08 Zone 09 Zone 10 Zone 11 Zone 12
DIRECT COSTS
Repair&Maintenance/Facility $1,260 $6,000 $1,200 $1,000 $400 $3,000
Utilities _ $6,300 $34,650 $1,785 $3,780 $1,050 $30,251
Landscape Contract $6,180 $69,216 $927 $3,090 $773 $43,260
Rehabilitation $1,200 $40,000 $10,000 $4,000 $0 $35,000
TOTAL DIRECT COSTS $14,940 $149,866 $13,912 $11,870 $2,223 $111,511
INDIRECT COSTS
City Admin $46 $10 $5 $10 $36
County Fees $151 $365 $130 $121 $96 $382
Special Tax Consultant 1 $204 $1,530 $153 $204 $102 $1,020
TOTAL DIRECT COSTS 1 $366 $1,941 $293 $330 $208 $1,438
TOTAL COSTS $15,306 $151,807 $14,205 $12,200 $2,431 $112,948
ADJUSTMENTS
Fund Balance Collection/Contribution E ($14,782) I ($9,099) I ($2,456) $19 I ($16,552)
TOTAL ASSESSMENT $15,308 $137,025 $5,106 $9,744 $2,450 $96,396
EDUs 172 783 111 84 14 831
FY 2022-2023 Proposed Rate $89.00 $175.00 $46.00 $116.00 $175.00 $116.00
FY 2021-2022 Maximum Rate $89.00 $175.00 $46.00 $116.00 $1/ .J0 $116.00
FY 2022-2023 Maximum Rate $89.00 $175.00 $46.00 $116.00 $175.00 $116.00
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Temecula Services District(Service Level B,C.R and Refuse/Recycling Collection) 15
Engineer's Annual Levy Report for Fiscal Year 2022-2023
2. Budgets and Levy Summary
Presley Morrison Barclay Monte Temeku
Budget FY 2022-2023 Develop. Homes Estates Tradewinds Vista Hills
Zone 13 Zone 14 Zone 15 Zone 16 Zone 17 Zone 18
DIRECT COSTS
Repair&Maintenance/Facility $1,200 $1,000 $400 $2,500 $105 $3,500
Utilities $12,180 $6,962 $2,520 $8,925 $945 $23,100
Landscape Contract $14,214 $5,562 $4,944 $11,742 $875 $46,968
Rehabilitation $10,000 $2,500 $3,000 $30,000 $0 $15,000
TOTAL DIRECT COSTS $37,594 $16,024 $10,864 $53,167 $1,925 $88,568
INDIRECT COSTS
City Admin $10 $10 $10 $10 $5 $27
County Fees $352 $149 $111 $167 $107 $561
Special Tax Consultant $357 $255 $204 $510 $102 $1,020
TOTAL DIRECT COSTS $719 $414 $325 $687 $214 $1,608
TOTAL COSTS $38,313 $16,438 $11,189 $53,854 $2,140 $90,176
ADJUSTMENTS Mal
Fund Balance Collection/Contribution ($4,089) ($1,664) Eil ($16,054) ($24) $3,834
TOTAL ASSESSMENT $34,224 $14,774 $9,800 $37,800 $2,116 $94,010
EDUs 744 166 56 216 46 1,343
FY 2022-2023 Proposed Rate $46.00 $89.00 $175.00 $175.00 $46.00 $70.00
FY 2021 2022 Maximum Rate $46.00 $89.00 $175.00 $175.00 I $46.00 $70.00
FY 2022-2023 Maximum Rate $46.00 $89.00 $175.00 $175.00 $46.00 $70.00
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Temecula Services District(Service Level B,C.R and Refuse/Recycling Collection) 16
Engineer's Annual Levy Report for Fiscal Year 2022-2023
2. Budgets and Levy Summary
Crowne Vail Sutton Pheasant
Budget FY 2022-2023 j Chatemar Hill Ranch Place Hill Harveston
Zone 19 Zone 20 Zone 21 Zone 22 Zone 23 Zone 24
DIRECT COSTS
Repair&Maintenance/Facility $3,000 $10,000 $15,000 $500 $800 $6,000
Utilities $8,925 $52,500 $45,150 $1,785 $2,520 $31,500
Landscape Contract _ $30,900 $67,980 $116,839 $2,009 $2,781 $67,980
Rehabilitation $35,000 $60,000 $50,000 $1,500 $10,000 $55,000
TOTAL DIRECT COSTS $77,825 $190,480 $226,989 $5,794 $16,101 $160,480
INDIRECT COSTS City Admin $15 $36 $56 $5 $5 $41
County Fees $176 $447 $710 $104 $238 $659
Special Tax Consultant $510 $1,530 $2,040 $102 $153 I $1,530
TOTAL DIRECT COSTS $701 $2,013 $2,806 $212 $396 $2,229
TOTAL COSTS $78,526 $192,493 $229,796 $6,005 $16,497 $162,709
ADJUSTMENTS
Fund Balance Collection/Contribution ($24,076) I ($14,518) ($1,595) ($1,597) ($8,097) ($609)
TOTAL ASSESSMENT $54,450 $177,975 $228,201 $4,408 $8,400 $162,100
EDUs 242 1,017 1,769 38 420 1,621
FY 2022 2023 Proposed Rate $225.00 I $175.00 $129.00 $116.00 $20.00 $100.00
FY 2021 2022 Maximum Rate $225.00 I $175 00 $129.00 $116.00 $20.00 $100.00
FY 2022-2023 Maximum Rate $225.00 $175.00 $129.00 $116.00 $20.00 $100.00
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Temecula Services District(Service Level B,C.R and Refuse/Recycling Collection) 17
Engineer's Annual Levy Report for Fiscal Year 1022-2023
2. Budgets and Levy Summary
Serena Gallery Wolf Gallery
Budget FY 2022-2023 Hills Traditions Avondale Creek Portraits
Zone 25 Zone 26 Zone 27 Zone 28 Zone 29
DIRECT COSTS
Repair&Maintenance/Facility $2,500 $250 $500 $10,000 $525
Utilities $12,600 $945 $4,331 $64,260 $1,071
Landscape Contract $21,630 $773 $3,090 $105,060 $1,236
Rehabilitation $20,000 $0 $3,000 $50,000 $1,000
TOTAL DIRECT COSTS $56,730 $1,968 $10,921 $229,320 $3,832
INDIRECT COSTS _
City Admin $15 $5 $5 $41 $5
County Fees $168 $94 $137 $723 $95
Special Tax Consultant $510 $102 $153 $2,040 $102
TOTAL DIRECT COSTS $693 $201 $295 I $2,804 $202
TOTAL COSTS $57,423 $2,169 $11,216 $232,124 $4,034
ADJUSTMENTS _
Fund Balance Collection/Contribution ($13,423) ($9) ($2,116) $850 $428
TOTAL ASSESSMENT $44,000 $2,160 $9,100 $232,974 $4,462
EDUs 220 8 130 1,806 10
FY 2022-2023 Proposed Rate $200.00 I $270.00 $70.00 $129.00 $446.16
FY 2021-2022 Maximum Rate $200.00 $270.00 $70.00 $129.00 $424.90
FY 2022-2023 Maximum Rate $200.00 $270.00 $70.00 $129.00 $446.16
I
Temecula Services District(Service Level B,C,R and Refuse/Recycling Collection) 18
Engineer's Annual Levy Report for Fiscal Year 2022-2023
2. Budgets and Levy Summary
The following Table provides levy information for the various Service Levels within the District, comparing the
Budget for Fiscal Year 2022-2023 to the previous fiscal year.
Table 2-3
Year over Year Budget Comparison
FISCAL YEAR 2021-2022 ENROLLMENTS FISCAL YEAR 2022-2023 PROJECTIONS
Total Charge/ Total %Change
Fund Total Charge/ Total
District Parcels Levy Levy Levy per Levy
No. Levy Parcels Levy Unit Levy
Units Unit Units Unit
Service Level B-Residential Street Lighting
Single-Family Residential 24,612 24,612 $25.68 $632,036.16 24,612 24,612 0.00% $25.68 $632,036.16
Condominium 680 340 $25.68 $8,731.20 680 340 0.00% $25.68 $8,731.20
68-2914 25,292 24,952 $640,767.36 25,292 24,952 $640,767.36
Service Level C-Perimeter Landscaping('il"i
Zone 1 68-2930 327 327 $116.00 $37,932.00 327 327 0.00% $116.00 $37,932.00
Zone 2 68-2931 478 478 $89.00 $42,542.00 478 478 0.00% $89.00 $42,542.00
Zone 3 68-2932 408 408 $116.00 $47,328.00 408 408 0.00% $116.00 $47,328.00
Zone 4 68-2933 139 139 $46.00 $6,394.00 139 139 0.00% $46.00 $6,394.00
Zone 5 68-2934 223 223 $175.00 $39,025.00 223 223 0.00% $175.00 $39,025.00
Zone 6 68-2935 229 229 $119.04 $27,260.16 229 229 5.00% $125.00 $28,625.00
Zone 7 68-2936 172 172 $89.00 $15,308.00 172 172 0.00% $89.00 $15,308.00
Zone 8 68-2937 783 783 $175.00 $137,025.00 783 783 0.00% $175.00 $137,025.00
Zone 9 68-2938 111 111 $46.00 $5,106.00 111 111 0.00% $46.00 $5,106.00
Zone 10 68-2939 84 84 $116.00 $9,744.00 84 84 0.00% $116.00 $9,744.00
Zone 11 68-2940 14 14 $175.00 $2,450.00 14 14 0.00% $175.00 $2,450.00
Zone 12 68-2941 831 831 $116.00 $96,396.00 831 831 0.00% $116.00 $96,396.00
Zone 13 68-2942 744 744 $46.00 $34,224.00 744 744 0.00% $46.00 $34,224.00
Zone 14 68-2943 166 166 $89.00 $14,774.00 166 166 0.00% $89.00 $14,774.00
Zone 15 68-2944 56 56 $175.00 $9,800.00 56 56 0.00% $175.00 $9,800.00
Zone 16 68-2945 216 216 $175.00 $37,800.00 216 216 0.00% $175.00 $37,800.00
Zone 17 68-2946 46 46 $46.00 $2,116.00 46 46 0.00% $46.00 $2,116.00
Zone 18 68-2947 1,343 1,343 $70.00 $94,010.00 1,343 1,343 0.00% $70.00 $94,010.00
Zone 19 68-2948 242 242 $225.00 $54,450.00 242 242 0.00% $225.00 $54,450.00
Zone 20 68-2949 1,017 1,017 $175.00 $177,975.00 1,017 1,017 0.00% $175.00 $177,975.00
Zone 21 68-2950 1,769 1,769 $129.00 $228,201.00 1,769 1,769 0.00% $129.00 $228,201.00
Zone 22 68-2951 38 38 $116.00 $4,408.00 38 38 0.00% $116.00 $4,408.00
Zone 23 68-2952 420 420 $20.00 $8,400.00 420 420 0.00% $20.00 $8,400.00
Zone 24 68-2953 1,621 1,621 $100.00 $162,100.00 1,621 1,621 0.00% $100.00 $162,100.00
Zone 25 68-2954 220 220 $200.00 $44,000.00 220 220 0.00% $200.00 $44,000.00
Zone 26 68-2955 8 8 $270.00 $2,160.00 8 8 0.00% $270.00 $2,160.00
Zone 27 68-2956 130 130 $70.00 $9,100.00 130 130 0.00% $70.00 $9,100.00
Zone 28 68-2957 1,806 1,806 $129.00 $232,974.00 1,806 1,806 0.00% $129.00 $232,974.00
Zone 29 68-2958 10 10 $424.90 $4,249.00 10 10 5.00% $446.16 $4,461.60
Zone 30 N/A 0 N/A N/A N/A 0 N/A N/A N/A N/A
Zone 31 N/A 0 N/A N/A N/A 0 N/A N/A N/A N/A
Zone 32 N/A 0 N/A N/A N/A 0 N/A N/A N/A N/A
Total 13,651 13,651 $1,587,251.16 13,651 13,651 $1,588,828.60
Service Level R-Road Maintenance
Rate Level 1 68-2917 55 48 N/A $0.00 55 48 $115.26 $5,532.48
Citywide Recycling/Refuse Collection
68-2916 I 28,588 28,588 $311.72 $8,911,451.36 28,900 28,900 $330.58 $9,553,762.00
III The maximum rate per Levy Unit,for Zones 6,29,31 and 32 will escalate by the lesser of 5%or the percentage increase in the Consumer Price Index("CPI"),which is 5.76%.
For Fiscal Year 2022-2023 the increase will be 5.00%,the percentage increase in the Annual CPI.
RI Zones 30,31,&32 will not be levied for Fiscal Year 2022-2023 as the project areas will be maintained by an HOA.
Temecula Services District(Service Level B.C.R and Refuse/Recycling Collection) 9
Engineer's Annual Levy Report for Fiscal Year 2022-2023
3. District Services and Charges
Service Level B, Residential Street Lighting
Service Level B includes all developed single-family residential parcels, condominiums, and residential vacant
lots for which the District provides ongoing servicing, operation, and maintenance of local street lighting
improvements. The current rate and charges for Service Level B is $25.68 per residential lot ($12.84 per
condominium unit within Specific Plans) and shall be applied to developed and undeveloped residential parcels
within the following Tracts and subdivisions for Fiscal Year 2022-2023.
Table 3-1
Service Level B
Tracts
04153-00 19872-05 20882-01 21675-04 23063-03 23101-05 23267-02 24135-03 27827-01 29928-00 31053-03
04188-00 19939-00 20882-02 21675-05 23063-04 23101-06 23267-03 24136-00 27827-02 29928-01 31276-00
04457-00 19939-01 20882-03 21675-06 23063-05 23125-00 23267-04 24136-01 27827-03 29928-02 31344-00
06559-00 19939-02 20987-00 21760-00 23063-06 23125-01 23371-00 24136-02 28309-00 29928-03 31898-00
07401-00 20079-00 21067-00 21765-00 23063-07 23125-02 23371-01 24136-03 28480-00 29929-00 32104-00
07402-00 20079-01 21082-00 22148-00 23063-08 23125-03 23371-02 24182-01 28482-00 29929-01 32169-00
08369-00 20079-02 21082-01 22203-00 23064-00 23126-00 23371-03 24182-02 28482-01 30088-00 32170-00
08369-01 20079-03 21082-02 22204-00 23064-01 23128-00 23371-04 24182-03 28482-02 30264-00 32319-00
08369-02 20130-00 21082-03 22208-00 23064-02 23142-00 23371-05 24182-04 28482-03 30264-01 32436-00
11087-01 20130-01 21082-04 22593-00 23064-03 23143-00 23371-06 24183-00 28503-00 30264-02 32436-01
11087-02 20130-02 21340-00 22593-01 23065-00 23143-01 23371-07 24183-01 28510-00 30264-03 32437-00
12189-01 20130-03 21340-01 22593-02 23065-01 23143-02 23371-08 24184-00 28510-01 30264-04 32437-01
12189-02 20130-04 21340-02 22627-00 23065-03 23143-03 23371-09 24184-01 28510-02 30264-05 32437-02
12189-03 20130-05 21340-03 22627-01 23065-04 23143-04 23371-10 24185-00 28510-03 30264-06 32437-03
12189-04 20130-06 21340-04 22715-00 23065-05 23143-06 23371-11 24185-01 28526-00 30264-07 33124-00
12189-05 20153-00 21340-05 22715-01 23066-01 23143-07 23371-14 24185-02 28553-00 30264-08 33125-00
12189-06 20154-00 21340-06 22715-02 23066-02 23143-08 23483-00 24186-00 28553-01 30264-09 34698-00
12189-07 20319-00 21340-07 22716-00 23066-03 23143-09 24131-00 24186-01 28810-00 30264-10 Old Town
13060-01 20643-00 21430-01 22716-01 23066-04 23143-10 24131-01 24186-02 28980-00 30264-11 PM 24387
13060-02 20644-00 21561-00 22716-02 23066-05 23143-11 24131-02 24186-03 29033-00 30264-12 PM 26488
13060-03 20703-01 21672-01 22716-03 23067-02 23173-00 24131-03 24187-00 29036-00 30264-13 PM 27493
13060-04 20703-02 21672-02 22716-04 23067-03 23173-01 24132-00 24187-01 29133-00 30264-14 PM 28122
13060-05 20703-03 21672-03 22761-00 23067-04 23173-02 24132-01 24187-02 29203-00 30264-15
13060-06 20735-01 21672-04 22762-00 23067-05 23173-03 24133-00 24188-00 29286-00 30667-00
13060-07 20735-02 21673-00 22786-00 23100-01 23173-04 24133-01 24188-01 29734-00 30667-01
13060-08 20735-03 21673-01 22915-00 23100-02 23174-01 24133-02 24188-02 29798-00 30667-02
18518-00 20735-04 21673-02 22915-01 23100-03 23174-02 24133-03 24188-03 29798-01 30667-03
18518-01 20735-05 21673-03 22915-02 23100-04 23174-03 24133-04 24232-00 29798-02 30668-00
18518-02 20735-06 21674-00 22915-03 23100-05 23174-04 24133-05 25004-00 29798-03 30668-01
18518-03 20735-07 21674-01 22916-00 23100-06 23174-05 24134-00 25004-01 29798-04 30668-02
18583-00 20735-08 21674-02 22916-01 23100-07 23174-06 24134-01 25892-00 29798-05 30669-00
19872-00 20735-09 21674-03 22916-02 23100-08 23177-00 24134-02 26488-00 29798-06 30669-01
19872-01 20848-00 21675-00 22916-03 23101-01 23209-00 24134-03 26828-00 29798-07 30669-02
19872-02 20879-00 21675-01 22962-00 23101-02 23220-00 24135-00 26828-01 29798-08 31053-00
P19872-03 20879-01 21675-02 23063-01 23101-03 23267-00 24135-01 26828-02 29798-09 31053-01
19872-04 20882-00 21675-03 23063-02 23101-04 23267-01 24135-02 27827-00 29798-10 31053-02
Temecula Services District(Service Level B.C.R and Refuse/Recycling Collection) 0
Engineer's Annual Levy Report for Fiscal Year 2022-2023
3. District Services and Charges
Service Level C, Perimeter Landscaping
Service level C includes all developed single family and condominium 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 rights-of-way and dedicated easements adjacent to and associated with
certain tracts and subdivisions. The level of maintenance required in these tracts and subdivisions varies
depending on operating costs. Thirty-two (32) Zones with corresponding rates have been established within
Service Level C.
In recent fiscal years, the cost of maintaining the perimeter landscaping for most zones in Service Level C, far
accede the maximum assessment that can be levied against the parcels in these zones. As a result, it has been
necessary for City staff to reduce services and activities and/or reduce or eliminate the collection of funding for
long term repairs, replacements and rehabilitation.
The current rates 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 2022-2023.
Table 3-2
Service Level C
Zone No. 1 Maximum Rate:$116.00 Proposed Rate:$116.00
Tract Name: Tract Numbers:
Saddlewood 18518-00 18518-01 18518-02 18518-03
Zone No.2 I Maximum Rate:$89.00 Proposed Rate:$89.00
Tract Name: Tract Numbers:
Winchester Creek 20130-00 20130-01 20130-02 20130-03 20130-04 20130-05 20130-06
21340-00 21340-01 21340-02 21340-03 21340-04 21340-05 21340-06
Zone No.3 I Maximum Rate:$116.00 I Proposed Rate:$116.00
Tract Name: Tract Numbers:
Rancho Highlands 20643-00 20644-00 21760-00 22203-00 22204-00 22761-00 22762-00
Zone No.4 Maximum Rate:$46.00 I Proposed Rate:$46.00
Tract Name: Tract Numbers:
The Vineyards 20879-00 20879-01
Zone No.5 Maximum Rate:$175.00 Proposed Rate:$175.00
Tract Name: Tract Numbers:
Signet Series 20882-00 20882-01 20882-02 20882-03
Zone No.6(3) Maximum Rate:$125.01 Proposed Rate:$125.00
Tract Name: Tract Numbers:
Woodcrest Country 21561-00 22208-00
(3) Beginning Fiscal Year 2009-2010,the base rate for Zone 6 was$95.00.Each year thereafter,beginning Fiscal Year 2010-2011 the maximum rate as approved by
the property owners is annually adjustable by the lesser of the percentage increase in the US Department of Labor,Bureau of Labor Statistics,Consumer Price
Index("CPI")of All Urban Consumers for the Riverside-San Bernardino-Ontario Area (formerly Los Angeles-Riverside-Orange County Area),for the previous
calendar year or 5.00%.For Fiscal Year 2022-2023 the adjustment is 5.00%,as the annual percentage increase in the CPI was 5.76%.
Zone No.7 Maximum Rate:$89.00 Proposed Rate:$89.00
Tract Name: Tract Numbers:
Ridgeview 20735-07 20735-08 20735-09 20881-00 21764-00
Temecula Services District(Service Level B.C.R and Refuse/Recycling Collection) 11
Engineer's Annual Levy Report for Fiscal Year 2022-2023
3. District Services and Charges
Zone No.8 I Maximum Rate:$175.00 I Proposed Rate:$175.00
Tract Name: Tract Numbers:
Village Grove 21672-01 21672-02 21672-03 21672-04 21673-00 21637-01 21637-02
21673-03 21674-00 21674-01 21674-02 21674-03 21675-00 21675-01
21675-02 21675-03 21675-04 21675-05 21675-06
Zone No.9 Maximum Rate:$46.00 Proposed Rate: $46.00
Tract Name: Tract Numbers:
Rancho Solana 22593-00 22593-01 22593-02
Zone No.10 I Maximum Rate:$116.00 I Proposed Rate:$116.00
Tract Name: Tract Numbers:
Martinique 23128-00
Zone No.11 I Maximum Rate:$175.00 I Proposed Rate:$175.00
Tract Name: Tract Numbers:
Meadow View 21765-00
Zone No. 12 Maximum Rate:$116.00 I Proposed Rate:$116.00
Tract Name: Tract Numbers:
Vintage Hills 22715-00 22715-01 22715-02 22716-00 22716-01 22716-02 22716-03
22716-04 22915-00 22915-01 22915-02 22915-03 22916-00 22916-01
22916-02 22916-03
Zone No.13 I Maximum Rate:$46.00 I Proposed Rate:$46.00
Tract Name: Tract Numbers:
Presley Development 23267-00 23267-01 23267-02 23267-03 23267-04 26861-00 26861-01
26861-02 26861-03
Zone No.14 Maximum Rate:$89.00 I Proposed Rate:$89.00
Tract Name: Tract Numbers:
Morrison Homes 22148-00
Zone No. 15 Maximum Rate:$175.00 I Proposed Rate:$175.00
Tract Name: Tract Numbers:
Barclay Estates 25004-01
Zone No. 16 Maximum Rate:$175.00 Proposed Rate:$175.00
Tract Name: Tract Numbers:
Tradewinds 23125-00 23125-01 23125-02 23125-03
Zone No. 17 Maximum Rate:$46.00 Proposed Rate:$46.00
Tract Name: Tract Numbers:
Monte Vista 28309-00
Zone No. 18 Maximum Rate:$70.00 Proposed Rate: $70.00
Tract Name: Tract Numbers:
Temeku Hills 23371-00 23371-01 23371-02 23371-03 23771-04 23771-05 23371-06
23371-07 23371-08 23371-09 23371-10 23371-11 23371-14 28482-00
28482-01 28482-02 28482-03 28526-00 29033-00
Temecula Services District(Service Level B.C,R and Refuse/Recycling Collection) 12
Engineer's Annual Levy Report for Fiscal Year 2021-2023
3. District Services and Charges
Zone No.19 Maximum Rate:$225.00 Proposed Rate:$225.00
Tract Name: Tract Numbers:
Chantemar 28510-00 28510-01 28510-02 28510-03
Zone No.20 I Maximum Rate:$175.00 I Proposed Rate:$175.00
Tract Name: Tract Numbers:
Crowne Hill . 23143-00 23143-02 23413-03 23413-04 23413-01 23413-03 23413-04
23413-06 23413-07 23413-08 23413-09 23413-10 23413-11
Zone No.21 I Maximum Rate:$129.00 I Proposed Rate:$129.00
Tract Name: Tract Numbers:
Vail Ranch Gated Community 28832-00
Vail Ranch Residential 23173-00 23173-01 23173-02 23173-03 23173-04 23174-01 23174-02
23174-03 23174-04 23174-05 23174-06 28480-00
Zone No.22 I Maximum Rate:$116.00 I Proposed Rate:$116.00
Tract Name: Tract Numbers:
Sutton Place 29286-00
Zone No.23 I Maximum Rate:$20.00 Proposed Rate:$20.00
Tract Name: Tract Numbers:
Pheasant Run 19872 19872-01 19872-02 19872-03 19872-04 19872-05
Zone No.24 Maximum Rate:$100.00 I Proposed Rate:$100.00
Tract Name: Tract Numbers:
Harveston 29928 29928-01 29928-02 29928-03 29929 29929-01 30088
30667 30667-01 30667-02 30667-03 30668 30668-01 30668-02
30669 30669-01 30669-02 31053 31053-01 31053-02 31053-03
32436 32436-01 32437 32437-01 32437-02 32437-03 34698
Harveston Ashville I 31276
Harveston Ashville II 32104
Harveston Condos 32169 32170
Zone No.25 I Maximum Rate:$200.00 I Proposed Rate:$200.00
Tract Name: Tract Numbers: _
Serena Hills 23209
Zone No.26 Maximum Rate:$270.00 Proposed Rate: $270.00
Tract Name: Tract Numbers:
Traditions/Gallery Homes 29133
Zone No.27 Maximum Rate:$70.00 Proposed Rate: $70.00
Tract Name: Tract Numbers:
Avondale 26828 26828-01 26828-02
Zone No.28 Maximum Rate:$129.00 Proposed Rate:$129.00
Tract Name: Tract Numbers:
Wolf Creek 29798 29798-01 29798-02 29798-03 29798-04 29798-05 29798-06
29798-07 29798-08 29798-09 30264 30264-01 30264-02 30264-03
30264-04 30264-05 30264-06 30264-07 30264-08 30264-09 30264-10
30264-11 30264-12 30264-13 30264-14 30264-15 31898 33125
32319 33124
Temecula Services District(Service Level B.C.R and Refuse/Recycling Collection) 13
Engineer's Annual Levy Report for Fiscal Year 2022-2023
3. District Services and Charges
Zone No.29(4) Maximum Rate:$446.16 Proposed Rate:$446.16
Tract Name: Tract Numbers:
Gallery Portraits 31344-00
(4) Beginning Fiscal Year 2006-2007,the base rate for Zone 29 was$315.00.Each year thereafter,beginning Fiscal Year 2007-2008 for Zone 29 the maximum rate as
approved by the property owners is annually adjustable by the lesser of the percentage increase in the US Department of Labor,Bureau of Labor Statistics,
Consumer Price Index("CPI")of All Urban Consumers for the Riverside-San Bernardino-Ontario Area(formerly Los Angeles-Riverside-Orange County Area),for
the previous calendar year,or 5.00%.For Fiscal Year 2022-2023 the adjustment is 5.00%,as the annual percentage increase in the CPI was 5.76%.
Zone No.30(5)161 Maximum Rate:$129.00 Proposed Rate: $0.00
Tract Name: Tract Numbers:
Valdemosa 25004
(5) The maximum rate for Zone 30 is$129.00.
(6) Beginning Fiscal Year 2010-2011,Zone 30 elected to maintain its own perimeter landscaping under the existing Homeowner's Association("HOA").As a result,
the Zone will not be levied under Service Level C for Fiscal Year 2022-2023.
Zone No.31171"81 Maximum Rate:$36.83 Proposed Rate:$0.00
Tract Name: Tract Numbers:
Roripaugh Ranch TBD
171 Beginning Fiscal Year 2006-2007,the base rate for Zone 31 was$26.00.Each year thereafter,beginning Fiscal Year 2007-2008 for Zone 31,the maximum rate as
approved by the property owners is annually adjustable by the lesser of the percentage increase in the US Department of Labor, Bureau of Labor Statistics,
Consumer Price Index("CPI")of All Urban Consumers for the Riverside-San Bernardino-Ontario Area(formerly Los Angeles-Riverside-Orange County Area),for
the previous calendar year,or 5.00%.For Fiscal Year 2022-2023 the adjustment is 5.00%,as the annual percentage increase in the CPI was 5.76%.
(8) Zone 31 elected to have its perimeter landscaping maintained by a Homeowner's Association("HOA").As a result,the Zone will not be levied under Service Level
C for Fiscal Year 2022-2023.
Zone No.32(9)1101 Maximum Rate:$842.16 Proposed Rate:$0.00
Tract Name: Tract Numbers:
Vineyard View 23103-2
(9) Beginning Fiscal Year 2008-2009,the base rate for Zone 32 was$640.00.Each year thereafter,beginning Fiscal Year 2009-2010 for Zone 32,the maximum rates
as approved by the property owners are annually adjustable by the lesser of the percentage increase in the US Department of Labor,Bureau of Labor Statistics,
Consumer Price Index("CPI")of All Urban Consumers for the Riverside-San Bernardino-Ontario Area(formerly Los Angeles-Riverside-Orange County Area),for
the previous calendar year,or 5.00%.For Fiscal Year 2022-2023 the adjustment is 5.00%,as the annual percentage increase in the CPI was 5.76%.
(1°)Zone 32 elected to have its perimeter landscaping maintained by a Homeowner's Association("HOA").As a result,the Zone will not be levied under Service Level
C for Fiscal Year 2022-2023.
Service Level R, Road Maintenance
Service Level R provides funding for construction, improvement, service, and maintenance of unpaved public
streets and roads within specific areas of 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 spread among all parcels within various areas
("rate levels") of Service Level R in accordance with the Rate and Method of Apportionment for the service level.
Service Level R currently has one (1) active rate level, Rate Level R-1. The area for Rate Level R-2 has been fully
paved and therefore an assessment is currently not required. Only the parcels within Rate Level R-1 boundary
area will be charged for the costs associated with servicing and maintaining the roads and streets in the area.
• RATE LEVEL R-1—This rate level consists of fifty-five (55) assessable parcels that have direct access to roads or
streets that are serviced and maintained through the District. This rate level provides funding for the
servicing and maintenance of Kimberly Lane, Greenwood Lane, Liefer Road, Gatlin Road, and Pala Vista. A
total of 1.546 miles of roads are serviced and maintained in this area. The current maximum rates and
charges in R-1 are$115.26 per single-family residential lot and $57.62 per vacant residential lot.
• RATE LEVEL R-2 —This rate level consists of forty (40) assessable parcels that have direct access to Santiago
Road.This area has been fully paved and no longer requires service under this District.
Temecula Services District(Service Level B,C.R and Refuse/Recycling Collection) 14
Engineer's Annual Levy Report for Fiscal Year 2022-2023
3. District Services and Charges
Refuse/Recycling Collection
The Refuse/Recycling Collection Service Level provides for the operation and administration of the refuse
collection program, including recycling services for all developed residential homes (or "Households") within
the District. The rate and charge for Fiscal Year 2022-2023 Refuse/Recycling Collection is $330.58 per
Household and will be applied to all parcels that have been identified as developed residential homes.
Temecula Services District(Service Level B.C.R and Refuse/Recycling Collection) 15
Engineer's Annual Levy Report for Fiscal Year 2022-2023
4. 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 to the method of apportionment. Changes or modifications within the District that may affect the levy
are outlined in the following.
Notable Previous Modifications to the District
Two Service Levels Replaced with a Special Tax
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.
Beginning in Fiscal Year 1997-1998 the below two Service Levels were replaced by the Special Tax and are no
longer charged through the District.
• COMMUNITY SERVICES, PARKS,AND RECREATION —This service level 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—This service level provided servicing, operation, and
maintenance of traffic signals, street lighting, and landscaped medians along arterial streets.
Service Level R
As of Fiscal Year 2008-2009, the streets have been fully paved and there is no longer a need to assess for
unpaved road maintenance(Rate level R-2).
Proposed Modifications to the District for Fiscal Year 2022-2023
The most notable modification to the District for Fiscal Year 2022-2023 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 may accept additional improvements for maintenance and servicing. Along with
acceptance of the improvements, the parcels within those tracts would be included in the appropriate Service
Levels.The improvements and services for Service Levels B and C are typically tract or development specific and
therefore, all parcels within a tract or development would be included in these two Service Levels when the
District accepts the improvements. Additionally, individual residential parcels are included in the
Refuse/Recycling Collection when a new single-family residential unit is identified, and service is ordered.
Service Level B
There were no additional inclusions or modifications to Service Level B for Fiscal Year 2022-2023.
Service Level C
The annual revenue collected for the majority of the Zones in Service Level C is pot sufficient to cover the costs
to maintain these zones. Due to the rising costs, the District has had to reduce services to the maintenance of
the perimeter landscaping for these zones. In Fiscal Year 2019-2020 the District conducted a Proposition 218
ballot proceeding to increase the assessment rates for Zones 1, 4, 7, 10, 11, 14, 15, 17, 22 and 27. The majority
of the ballots received were in opposition to the increased assessments in all zones, and the increase was
therefore not applied. The assessment rates, for 27 of the 29 zones currently assessed in Service Level C, have
not increased since the zones were established. Because the costs continue to increase and the assessments
have stayed the same,the service will remain limited and may have to be reduced further due to limited annual
funds.
In Fiscal Year 2020-2021 the District terminated the flood channel easements in Zone 7 therefore eliminating the
need for maintenance of said areas. This action resulted in the termination of the assessment for only the
sixteen (16) parcels affected,effective Fiscal Year 2020-2021.
Temecula Services District(Service Level B,C.R and Refuse/Recycling Collection) 16
Engineer's Annual Levy Report for Fiscal Year 2022-2023
4. Changes to the District
111 In December of 2020, the District initiated a Request for Proposal (RFP) for the maintenance services of the
landscape areas in Service Level C. The new maintenance contract that was awarded and approved by the Board
resulted in a reduction in the budgeted maintenance cost for Fiscal Year 2021-2022. The new contract was
effective July 1, 2021.
There are no new inclusions to Service Level C(Perimeter Landscaping) proposed for the Fiscal Year 2022-2023.
Service Level R
There are no new inclusions to Service Level R (Road Maintenance) proposed for Fiscal Year 2022-2023.
Refuse/Recycling Collection
A total of approximately 312 newly developed residential parcels have been identified and added to
Refuse/Recycling Collection for Fiscal Year 2022-2023. These new residential parcels are identified each year
and included in Refuse/Recycling Collection based upon the waste hauler's updated service records.
The rate for Fiscal Year 2022-2023 for Refuse/Recycling Collection is $330.58 per residential parcel. For Fiscal
Year 2021-2022,the rate for this service was$311.73.
For more information, please refer to Section 2, Budgets and Levy Summary.The costs for the District represent
actual service costs, as provided in the City's Franchise Agreement with CR&R Waste Services.
111
Temecula Services District(Service Level B,C.R and Refuse/Recycling Collection) 7
Engineer's Annual Levy Report for Fiscal Year 2022-2023
5. Method of Apportionment
Method of Apportionment
The cost to provide services within the District will be fairly distributed among each eligible property.
Service Level B(Residential Street Lighting):
The following formula is used to calculate each property's Service Level B charges by the per parcel/unit
(residential "lot/unit") method.
Total Balance to Levy (Budgeted) _ (Total Residential Lots + Assigned Condominium Units) = Parcel
Charge
Service Level C(Perimeter Landscaping and Slopes);and Refuse/Recycling Collection:
The following formula is used to calculate each property's 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.
Table 5-1
Parcel Charge Calculation Service Level B
Charge per Parcel/Unit
Property Type Parcel/Unit x Parcel/Unit = Charge Multiplier
Single Family Residential Lot 1.00 $25.68 $25.68 Per Parcel
Vacant Residential Lot 1.00 $25.68 $25.68 Per Parcel
Assigned Condominium Units(11) 0.50 $25.68 $12.84 Per Parcel/Unit
(11) Defined as Assigned Condominium Units in Service Level B for which the interior streetlights are privately maintained however,the Assigned Condominium
Units benefit from perimeter or collector street lighting funded by Service Level B.
Temecula Services District(Service Level B.C.R and Refuse/Recycling Collection) 18
Engineer's Annual Levy Report for Fiscal Year 2022-2023
5. Method of Apportionment
Table 5-2
Parcel Charge Calculation Service Level C
Charge per
Property Type and Zone Parcel/Unit x Parcel = Parcel Charge Multiplier
Residential Lot Zone No. 1 1.00 $116.00 $116.00 Per Parcel
Residential Lot Zone No.2 1.00 $89.00 $89.00 Per Parcel
Residential Lot Zone No.3 1.00 $116.00 $116.00 Per Parcel
Residential Lot Zone No.4 1.00 $46.00 $46.00 Per Parcel
Residential Lot Zone No.5 1.00 $175.00 $175.00 Per Parcel
Residential Lot Zone No.6(12) 1.00 $125.00 $125.00 Per Parcel
Residential Lot Zone No. 7 1.00 $89.00 $89.00 Per Parcel
Residential Lot Zone No.8 1.00 $175.00 $175.00 Per Parcel
Residential Lot Zone No.9 1.00 $46.00 $46.00 Per Parcel
Residential Lot Zone No. 10 1.00 $116.00 $116.00 Per Parcel
Residential Lot Zone No. 11 1.00 $175.00 $175.00 Per Parcel
Residential Lot Zone No. 12 1.00 $116.00 $116.00 Per Parcel
Residential Lot Zone No. 13 1.00 $46.00 $46.00 Per Parcel
Residential Lot Zone No. 14 1.00 $89.00 $89.00 Per Parcel
Residential Lot Zone No. 15 1.00 $175.00 $175.00 Per Parcel
Residential Lot Zone No. 16 1.00 $175.00 $175.00 Per Parcel
Residential Lot Zone No. 17 1.00 $46.00 $46.00 Per Parcel
Residential Lot Zone No. 18 1.00 $70.00 $70.00 Per Parcel
Residential Lot Zone No. 19 1.00 $225.00 $225.00 Per Parcel
Residential Lot Zone No.20 1.00 $175.00 $175.00 Per Parcel
Residential Lot Zone No.21 1.00 $129.00 $129.00 Per Parcel
Residential Lot Zone No.22 1.00 $116.00 $116.00 Per Parcel
Residential Lot Zone No.23 1.00 $20.00 $20.00 Per Parcel
Residential Lot Zone No.24 1.00 $100.00 $100.00 Per Parcel
Residential Lot Zone No.25 1.00 $200.00 $200.00 Per Parcel
Residential Lot Zone No.26 1.00 $270.00 $270.00 Per Parcel
Residential Lot Zone No.27 1.00 $70.00 $70.00 Per Parcel
Residential Lot Zone No.28 1.00 $129.00 $129.00 Per Parcel
Residential Lot Zone No.29(�2) 1.00 $446.16 $446.16 Per Parcel
Residential Lot Zone No.30(13) 1.00 $129.00 $129.00 Per Parcel
Residential Lot Zone No.31(12)(14) 1.00 $36.82 $36.82 Per Parcel
Residential Lot Zone No.32(12)(14) 1.00 $842.15 $842.15 Per Parcel
(12) Beginning Fiscal Year 2007-2008 for Zones 29 and 31 and beginning Fiscal Year 2009-10 for Zones 6 and 32,the maximum rates as approved by the property
owners are annually adjustable by the lesser of the percentage increase in the US Department of Labor,Bureau of Labor Statistics,Consumer Price Index("CPI")
of All Urban Consumers for the Riverside-San Bernardino-Ontario Area(formerly Los Angeles-Riverside-Orange County Area),for the previous calendar year,or
5.00%.
(13) Beginning Fiscal Year 2010-2011,Zone 30 has elected to maintain its own perimeter landscaping under the existing Homeowner's Association("HOA").As a
result,the Zone will not be levied under Service Level C for Fiscal Year 2022-2023.
(14) Zones 31 and 32 Zone 31 elected to have the perimeter landscaping maintained by a Homeowner's Association("HOA").As a result,the Zones will not be levied
under Service Level C for Fiscal Year 2022-2023.
I
Temecula Services District(Service Level B.C,R and Refuse/Recycling Collection) 119
Engineer's Annual Levy Report for Fiscal Year 2022-2023
5. Method of Apportionment
Table 5-3
Parcel Charge Calculation Service Level R
Charge per
Property Type and Zone Parcel/Unit x Parcel = Parcel Charge Multiplier
Single Family Residential Lot R-1 1.00 $115.26 $115.26 Per Parcel
Vacant Residential Lot R-1 0.50 $115.26 $57.62 Per Parcel
Table 5-4
Parcel Charge Calculation Refuse/Recycling Collection
Charge per
Property Type(15) Parcel/Unit x Parcel = Parcel Charge Multiplier
Single Family Residential Lot 1.00 $330.58 $330.58 Per Parcel
(ts) Developed residential parcels identified by CR&R for which refuse collections are available.
Temecula Services District(Service Level B.C.R and Refuse/Recycling Collection) 20
Engineer's Annual Levy Report for Fiscal Year 2022-2023
6. Tax Roll
I 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.
I
I
Temecula Services District(Service Level B,C.R and Refuse/Recycling Collection) 12
Engineer's Annual Levy Report for Fiscal Year 2011-2023
I
I
APPENDIX A
Tax Roll
‘),4 Webb
I
I
Webb
3788 McCray St.
Riverside,CA 92506
951.200.8600
y®n
www.webbmfinance.com