File #: 22-420    Version: 1 Name: Heron Bay Annual Assessment & Levy
Type: Staff Report Status: Filed
In control: City Council
Meeting Date: 7/5/2022 Final action: 7/5/2022
Enactment date: Enactment #: Reso 2022-114 and Reso 2022-115
Title: Adopt a Resolution to Authorize the City Manager to Accept the Engineer's Report for Fiscal Year 2022-2023 for the Heron Bay Maintenance Assessment District, Assessment District No. 96-3 and Ordering the Levy and Collection of Assessments Within the Heron Bay Maintenance Assessment District; Assessment District No. 96-3 for Fiscal Year 2022-2023
Sponsors: Sheila Marquises
Attachments: 1. Att A - Reso 2022 - Heron Bay 1, 2. Att B - Reso 2022 - Heron Bay 2, 3. Att C - FY2223 City of San Leandro - Heron Bay MAD 96-3 Engineer's Report - v2, 4. Att D - FY2223 Assessment Roll
Title
Adopt a Resolution to Authorize the City Manager to Accept the Engineer's Report for Fiscal Year 2022-2023 for the Heron Bay Maintenance Assessment District, Assessment District No. 96-3 and Ordering the Levy and Collection of Assessments Within the Heron Bay Maintenance Assessment District; Assessment District No. 96-3 for Fiscal Year 2022-2023

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) 2022-2023 is 75% of the maximum allowed by the District.

RECOMMENDATIONS

Staff recommends adopting the resolutions to:
* Accept the Annual Engineer's Report for FY 2022-2023; 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 (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. In 2020, the District completed a $365,000 project that installed engineered rip rap to restore a deteriorated shoreline levee that provides an emergency access route for the Heron Bay housing development.

Willdan Financial Services (Willdan) is currently retained as the Engineer-of-Work and has prepared the Annual Engineer's Report for FY 2022-2023 as w...

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