File #: 23-239    Version: 1 Name: Heron Bay MAD 96-3 Engineer's Report
Type: Staff Report Status: Filed
In control: City Council
Meeting Date: 6/20/2023 Final action: 6/20/2023
Enactment date: Enactment #: 2023-090 2023-091
Title: Adopt Two Resolutions: 1) Accept the Engineer's Report for Fiscal Year 2023-2024 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 2023-2024
Sponsors: Sheila Marquises
Attachments: 1. A - Reso 2023 - Heron Bay Engineers Report, 2. B - Reso 2023 - Heron Bay Levy and Collection, 3. C - FY2324 City of San Leandro - Heron Bay MAD 96-3 Engineer's Report, 4. D - FY2324 Assessment Roll, 5. E - Public Comment on Heron bay Engineer's Report
Title
Adopt Two Resolutions: 1) Accept the Engineer's Report for Fiscal Year 2023-2024 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 2023-2024

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 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) 2023-2024 is set at 100% of the maximum allowed by the District including an additional assessment for the reserve fund.

RECOMMENDATIONS

Staff recommends adopting the resolutions to:
* Accept the Annual Engineer's Report for FY 2023-2024; 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 2023-2024 as well as the associated Assessment Roll for FY 2023-2024. A copy of the Engineer's Report is attached to the Resolution accepting the En...

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