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File #: 25-269    Version: 1 Name: Accept 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: 7/7/2025 Final action:
Enactment date: Enactment #:
Title: Adopt Two Resolutions: 1) Accept and Authorize the City Manager to Take All Actions in Conformance with the Engineer's Report for Fiscal Year 2025-2026 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 2025-2026
Attachments: 1. A - DRAFT Reso 2025 - Heron Bay Engineers Report_DRAFT, 2. B - DRAFT Reso 2025 - Heron Bay Levy and Collection_DRAFT, 3. C - FY2526 City of San Leandro - Heron Bay MAD 96-3 Engineer's Report, 4. D - FY2526 City of San Leandro - Heron Bay MAD 96-3 Assessment Roll
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Title
Adopt Two Resolutions: 1) Accept and Authorize the City Manager to Take All Actions in Conformance with the Engineer's Report for Fiscal Year 2025-2026 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 2025-2026

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

SUMMARY

The Heron Bay Maintenance Assessment District (District) provides funding for the on-going maintenance of public facilities at the Heron Bay development and the shoreline area. The Annual Engineer's Report 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 (FY) 2025-2026 is 100% of the maximum allowed by the District including an additional assessment for the reserve fund.

RECOMMENDATIONS

Staff recommends adopting resolutions to:
* Accept the Annual Engineer's Report for FY 2025-2026; 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 2025-2026 as well as the associated Assessment Roll for FY 2025-2026. A copy o...

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