HomeMy WebLinkAboutRESOLUTIONS - 06052018 - 2018/137
TENTATIVE ANNUAL REPORT
FISCAL YEAR 2018-2019
CONTRA COSTA COUNTY SERVICE AREA M-30
(Ala mo Springs)
June 5, 2018
Board of Supervisors
John Gioia, District 1
Candace Andersen, District 2
Diane Burgis, District 3
Karen Mitchoff, District 4
Federal Glover, District 5
Prepared by
Contra Costa County
Public Works Department
CSA M-30 Alam o Springs Tentative Annual Report
Fiscal Year 2018-2019
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BACKGROUND INFORMATION
In August 1989, the Town of Danville (“Town”) and the Count y of Contra Costa (“County”)
entered into a Memorandum of Agreement to undertake a joint-jurisdiction General Plan and
project review for the Alamo Springs Project (“Project”), which is located north of Interstate 680
off Alamo Springs Drive. The project provides for the development of 53 single-family
homes, of which 11 are located within the Town of Danville and 42 remain in the unincorporated
portion of Contra Costa County. A map of the general location of this development is shown
below:
After certification of an Environmental Impact Report (EIR) for the Project, the Board of
Supervisors on December 8, and 15, 1992, approved the Project. The unincorporated area of the
Project was simultaneously rezoned to a planned unit development. On January 23, 1996, the
Town and Count y entered into a new Memorandum of Agreement, superseding the August 1989
Memorandum of Agreem ent, to establish procedures for joint review and approval of the project.
CSA M-30 Alam o Springs Tentative Annual Report
Fiscal Year 2018-2019
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During the planning process, it was decided that the Town would provide extended services in
the form of police, public street maintenance, park and roadside landscape maintenance to the
homes in the unincorporated area. Public Street lighting would be provided by Contra Costa
County. It was decided that a benefit assessment or service charge collected on the propert y tax
bills via a Count y Service Area (CSA) was the best funding mechanism to pay for the
increased services.
On September 3, 1997, the Danville Town Council adopted Resolution No. 124-97, requesting
that the Contra Costa County Local Agenc y Formation Commission (“LAFCO”) approve
formation of Count y Service Area (CSA) M-30. On November 17, 1997, LAFCO approved the
formation of CSA M-30.
On May 5, 1998 the Board of Supervisors conducted a public hearing and subsequently approved
Resolution 1998/235, which authorized the annual levy of assessments on the parcels located
within CSA M-30 to fund extended public services.
The services provided by CSA M-30 are:
1. Police Services. All the police services provided to residents by Town police, including
without limitation, community services, crime prevention, investigation, patrol, and
traffic enforcement.
2. Park and Roadside Landscape Service . All park and roadside landscape services
provided to residents including without limitation, maintenance of parks and other public
facilities, such as the Danville Librar y and Community Center, and maintenance of all
roadside and median landscaping.
3. Public Street Maintenance. All the public street maintenance, including without
limitation, repair and replacement of asphalt on public streets, crack sealing, and other
maintenance measures to protect and prolong the life of the public streets, repair and
replacement of street signs, stop signs, etc.
4. Street Lighting. The operation, maintenance and servicing of public street lights and
appurtenant facilities as required to provide safe lighting along public streets. This
maintenance is provided by Contra Costa County.
CSA M-30 Alam o Springs Tentative Annual Report
Fiscal Year 2018-2019
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CURRENT ANNUAL ADMINISTRATION
Pursuant to Count y Ordinance Section 1012-2.6, former County Service Area Law (California
Government Code Section 25210.77a), and current County Service Area Law (California
Government Code Section 24210.3, subd. (d)), the Tentative Annual Report has been filed with
the Clerk of the Board of Supervisors, public notice has been as required, and the Board of
Supervisors will conduct a Public Hearing and then make a determination on each estimated
service charge in the tentative report. The Board of Supervisors will also review the
Tentative Annual Report in accordance with Resolution No. 2018/137, on June 5, 2018, and
conduct a Public Hearing in connection with the proceedings for CSA M-30.
Upon adoption of the Final Annual Report by the Board of Supervisors, the charges contained
herein will be collected on the property tax roll of Contra Costa County in the same manner, b y
the same persons, at the same time as, and together with the County's property taxes.
Legal Authority
As required b y County Ordinance Section 1012-2.6, former County Service Area Law
(California Government Code Section 25210.77a), and current County Service Area Law
(California Government Code Section 24210.3, subd. (d)), the Tentative Annual Report includes
the following minimum information as shown in the Service Charge Roll:
1. A description of each parcel of real property receiving the miscellaneous extended
service;
2. The basic service charge;
3. The estimated amount of the service charge for each parcel for such year; and
4. A parcel list identifying each parcel receiving services that allows parcel owners to find
their propert y on the list and determine the proposed charge.
This annual report also includes an estimate of annual costs and the method of apportionment as
additional information to allow the reader to better understand what services are being paid
for, what is the total annual cost for the services provided, and how the cost of services is
spread to each individual parcel.
CSA M-30 Alam o Springs Tentative Annual Report
Fiscal Year 2018-2019
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ESTIMATE OF ANNUAL COST
The Fiscal Year 2017-18 projected and Fiscal Year 2018-19 proposed revenues and expenditures
are shown below. A special fund has been set up for the collection of revenues and expenditures
for CSA M-30. Incidental expenses including administration, engineering fees, legal fees and
all other costs associated with the extended services may also be included.
When CSA M-30 was formed, a financial anal ysis was performed to provide the framework for
an operating budget for the proposed services. This analysis was based on the estimated
expenses for each service component (police, parks, and roadside landscape, street maintenance,
and street lighting). Revenues collected from the benefit assessment or service charge shall be
used onl y for the expenditures represented in this report. Any balance remaining on July 1 at the
end of the fiscal year must be carried over to the next fiscal year.
CSA M-30 Alamo Springs-Danville FY 2017-18 FY 2018-19
Fund 249900 Org 7499 Projected Proposed
Beginning Fund Balance $ 7,753.23 $ 20,091.79
Revenue:
Taxes and Assessment 47,255.20 49,918.40
TOTAL CURRENT REVENUE $ 47,255.20 $ 49,918.40
Total Revenue + Carryover: $ 55,008.43 $ 70,010.19
Expenditures:
Publications & Legal Notices 300.00 300.00
Town of Danville /Professional/Specialized Svcs
(Non-County)30,944.20 65,010.19
Transfer to CSA L-100 388.44 400.00
Tax & Assessment Fees 284.00 300.00
County Counsel - -
Public Works Labor 3,000.00 4,000.00
Transfers - Gov/Gov -
Other
Total Expenditures 34,916.64$ 70,010.19$
FUND BALANCE AVAILABLE $ 20,091.79 $ -
CSA M-30 Alam o Springs Tentative Annual Report
Fiscal Year 2018-2019
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METHOD OF APPORTIONMENT
Special vs. General Benefit
On November 5, 1996, California voters approved Proposition 218 entitled "Right to Vote On
Taxes Act" which added Articles XIIIC and XIIID to the California Constitution. While its title
refers only to taxes, Proposition 218 establishes new procedural requirements for fees, charges
and benefit assessments.
Proposition 218 procedures stipulate that even if charges or benefit assessments are initiall y
exempt from Proposition 218, future increases in the charges or benefit assessments must
compl y with the provisions of Proposition 218. However, if future increases in the charge or
benefit assessment were anticipated in the charge or benefit assessment formula when approved
by property owners (e.g., consumer price index increases or a predetermined cap) then the future
increase in the charge or benefit assessment would be in compliance with the intent and
provisions of Proposition 218.
Proposition 218 provides that “only special benefits are assessable” and defines a special benefit
as a particular and distinct benefit conferred on real property and not a general benefit received
by the public at large. The extended public services provided within CSA M-30 are deemed a
special benefit and only serve the parcels located within the boundaries of the District. Without
the services, the 42 homes located in the unincorporated area would receive standard County
police services, limited park and roadside landscape services, limited public street maintenance
and no County public street lighting. Standard County police services are characterized by 1.1
officers per 1,000 residents, and traffic enforcement would be provided by the California
Highway Patrol on an as requested basis. Therefore, the services in CSA M-30 are 100% special
benefit to the 42 parcels within the CSA.
Methodology
The total operation and maintenance costs for the extended public services are apportioned in
accordance with the methodology that is consistent with standard practices.
Since the service charge is levied on the owners of properties as shown on the tax rolls, the final
charges must be assigned by Assessor's Parcel Number. The 42 parcels of the Project that make
up CSA M-30 are all designated for residential use. The projects CC&R’s require that most
parcels be developed with a main residential unit of at least 3,500 square feet. While the parcel
sizes vary, the y all have substantially the same size building pads. It is anticipated that homes
built on these lots will be similar in size and that the size of families who live in these homes will
be similar. For these reasons, the need for, and the use of each of the services (miscellaneous
police, park and roadside landscaping maintenance, public street maintenance and County public
street lighting) will be substantially the same for each parcel. Therefore, the same service charge
will be levied on each developed parcel within CSA M-30. In order for a parcel to be classified
as developed, a building permit must be issued prior to April 30.
CSA M-30 Alam o Springs Tentative Annual Report
Fiscal Year 2018-2019
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The methodology for calculating the service charge per parcel for each of the services is similar.
In Fiscal Year 1997/98 t he service charge per parcel was set at $467.13 per parcel. To determine
the cost per parcel, the total budget for providing service to the current total service area was
divided by the total number of parcels or units within the current service area. Please refer to
Contra Costa Count y Resolution 1998-235 for a detailed report that includes the initial
calculation of this service charge.
The maximum service charge ma y be adjusted annually to reflect the prior year’s change in the
Consumer Price Index (CPI) for All Urban Consumers for San Francisco-Oakland-San Jose plus
two percent (2%). The base CPI index to be used for future calculations is April 1997 (159.6).
Any change in the rate per developed parcel, which is the result of the change in the CPI shall
not be deemed an increase in the service charge subject to the requirements of Proposition 218.
Rate
For Fiscal Year 2017-18 the allowed maximum rate was $1,181.38 per developed parcel. The
Fiscal Year 2018-19 rate has been calculated as follows:
$1,181.38 per developed parcel in Fiscal Year 2017-18
+3.56% CP I increase for FY 2018-19= $1,223.49
+2.00% increase for FY 2018-19 = $1,247.96
In Fiscal Year 2018-19, it is recommended based upon projected expenditures, that the maximum
rate of $1,247.96 be collected. It is estimated $ 49,918.40 in revenue will be needed to provide
the services referenced above in Fiscal Year 2018-19. There are 40 parcels that have had a
building permit issued. If you divide $49,918.40 by 40 homes, the service charge per parcel
is $1,247.96.
CSA M-30 Alam o Springs Tentative Annual Report
Fiscal Year 2018-2019
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SERVICE CHARGE ROLL
A list, of those parcels to be charged for Fiscal Year 2018-19, including a description of each
parcel to be charged is shown below:
Lot
Number
Assessor
Parcel Number
Added
to roll:
Assessment
2016-17
38 197-050-029-2 2008 $1,247.96
17 197-440-005-1 2000 $1,247.96
18 197-440-006-9 2002 $1,247.96
19 197-440-007-7 2004 $1,247.96
20 197-440-008-5 2004 $1,247.96
21 197-440-009-3 2001 $1,247.96
22 197-440-010-1 2001 $1,247.96
23 197-440-011-9 2002 $1,247.96
24 197-440-012-7 2013 $1,247.96
25 197-440-013-5 2013 $1,247.96
26 197-440-014-3 2014 $1,247.96
27 197-440-015-0 2013 $1,247.96
28 197-440-016-8 2013 $1,247.96
29 197-440-017-6 2015 $1,247.96
30 197-440-018-4 2013 $1,247.96
31 197-440-019-2 2014 $1,247.96
14 197-450-001-7 vacant $0.00
15 197-450-002-5 vacant $0.00
16 197-450-003-3 2001 $1,247.96
32 197-450-004-1 2006 $1,247.96
33 197-450-005-8 2013 $1,247.96
34 197-450-006-6 2002 $1,247.96
35 197-450-007-4 2016 $1,247.96
36 197-450-008-2 2014 $1,247.96
37 197-450-009-0 2014 $1,247.96
39 197-450-010-8 2001 $1,247.96
40 197-450-011-6 2000 $1,247.96
41 197-450-012-4 2001 $1,247.96
42 197-450-013-2 2008 $1,247.96
43 197-450-014-0 2001 $1,247.96
44 197-450-015-7 2002 $1,247.96
45 197-450-016-5 2001 $1,247.96
12 197-460-008-0 2003 $1,247.96
13 197-460-009-8 2003 $1,247.96
46 197-460-010-6 2001 $1,247.96
47 197-460-011-4 2015 $1,247.96
48 197-460-012-2 2001 $1,247.96
49 197-460-013-0 2001 $1,247.96
50 197-460-014-8 2014 $1,247.96
51 197-460-015-5 2001 $1,247.96
52 197-460-016-3 2006 $1,247.96
53 197-460-017-1 2001 $1,247.96
$49,918.40