Legislation Details

File #: 26-223    Version: 1 Name: Accept 26-27 Engineer’s Report and Order Levy and Collection of Assessments for Heron Bay MAD 96-3
Type: Staff Report Status: Agenda Ready
In control: City Council
Meeting Date: 6/8/2026 Final action:
Enactment date: Enactment #:
Title: Adopt Two Resolutions to 1) Accept and Authorize the City Manager to Take All Actions in Conformance with the Engineer's Report for Fiscal Year 2026-2027 for the Heron Bay Maintenance Assessment District, Assessment District No. 96-3; and 2) Order the Levy and Collection of Assessments Within the Heron Bay Maintenance Assessment District, Assessment District No. 96-3 for Fiscal Year 2026-2027
Attachments: 1. A - DRAFT Resolution (Engineer's Report), 2. B - DRAFT Resolution (Levy and Collection), 3. C - Heron Bay MAD 96-3 Engineer's Report, 4. D - Heron Bay MAD 96-3 Assessment Roll
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Title
Adopt Two Resolutions to 1) Accept and Authorize the City Manager to Take All Actions in Conformance with the Engineer's Report for Fiscal Year 2026-2027 for the Heron Bay Maintenance Assessment District, Assessment District No. 96-3; and 2) Order the Levy and Collection of Assessments Within the Heron Bay Maintenance Assessment District, Assessment District No. 96-3 for Fiscal Year 2026-2027

Staffreport
COUNCIL PRIORITY
* Infrastructure
* Sustainability & Resiliency
* Fiscal Sustainability and Transparency

SUMMARY

The Heron Bay Maintenance Assessment District provides funding for the on-going maintenance of public facilities at the Heron Bay development and adjacent Shoreline area. The Annual Engineer's Report for the District summarizes the expenses for the previous fiscal year and recommends assessment amounts for the upcoming fiscal year to continue funding the District. The proposed assessment for Fiscal Year 2026-2027 (FY 2027) is 100% of the maximum allowed by the District and an additional assessment to replenish the District's reserve fund.

RECOMMENDATIONS

Staff recommend adopting Resolutions to:
* Accept the Annual Engineer's Report for FY 2027; and
* Order the levy and collection of assessments for the Heron Bay Maintenance Assessment District, Assessment District No. 96-3

BACKGROUND

At its regular meeting on June 17, 1996, the City Council adopted Resolution No. 96-118 establishing the Heron Bay Maintenance Assessment District (District) and subsequently approving a yearly assessment and levy. The District provides funding for the on-going maintenance of certain public facilities constructed as part of the Heron Bay development, including landscaping, storm water facilities, marshlands, and trail areas at the westerly end of Lewelling Boulevard.

Willdan Financial Services (Willdan) is currently retained as the Engineer-of-Work and has prepared the Annual Engineer's Report for FY 2027 as well as the associated Assessment Roll f...

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