HomeMy WebLinkAboutMINUTES - 05142013 - C.15RECOMMENDATION(S):
ADOPT Resolution No. 2013/204 of Intention, accepting the Preliminary Engineer’s Report, and related proceedings
for levy and collection of assessments for Countywide Landscaping District AD 1979-3 (LL-2) Fiscal Year
2013/2014. The Preliminary Engineer’s Report is on file with the office of the Clerk of the Board and Public Works
Department;
FIX a public hearing for June 4, 2013 at 9:30 a.m. in Room 107 of the Board of Supervisors’ Chambers, 651 Pine
Street, Martinez, California, adopting the proposed annual assessments for the existing benefit zones within the
Countywide Landscaping District and authorizing that they be collected on the tax roll;
DIRECT the Clerk of the Board of Supervisors to complete the required public notification in accordance with
Section 6061 of the Government Code.
FISCAL IMPACT:
Cost of preparation of the Preliminary and Final Engineer’s Reports will be 100% funded by the Countywide
Landscaping District 1979-3 (LL-2).
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 05/14/2013 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Susan Cohen,
925-313-2160
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the
Board of Supervisors on the date shown.
ATTESTED: May 14, 2013
David Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: L. Strobel, CAO, R. Campbell, Auditor Controller , S. Anderson, County Counsel , G. Kramer, County Assessor, J. Francisco, Francisco & Associates,
Inc., W. Lai, Assistant Public Works Director, V. Skerritt, Special Districts, J. Duffy, Special Districts
C.15
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:May 14, 2013
Contra
Costa
County
Subject:ACCEPT the Preliminary Engineer’s Report for Countywide Landscaping District AD 1979-3 (LL-2) Fiscal Year
2013/2014
BACKGROUND:
The proposed assessments for the Countywide Landscaping District 1979-3 (LL-2) are for the purpose of
maintaining existing facilities within the various benefit zones. The existing Countywide Landscaping District
contains thirty (30) zones comprised of chiefly frontage and median landscaping and park and recreational
facilities installed by developers in conformance with their Conditions of Approval.
The Landscaping and Lighting Act of 1972 requires that an updated Engineer’s Report be prepared to set
assessment rates each fiscal year. In addition, any new benefit zones or annexations of additional property into an
existing benefit zone also require an Engineer’s Report to be generated. The Resolution of Initiation to prepare the
Preliminary Engineer’s Report for the Countywide Landscaping District AD 1979-3 (LL-2) was approved by the
Board of Supervisors on March 19, 2013.
The Fiscal Year 2013/2014 assessments in the Countywide Landscaping District 1979-3 (LL-2) will be based on
information in the Final Engineer’s Report for Fiscal Year 2013/2014 tax roll. Assessments are calculated by
considering all anticipated expenditures for maintenance, utilities and administration. Any excess dollars from
previous fiscal years are carried over to current reports and the assessment amounts are adjusted accordingly. The
assessment rates may or may not change from fiscal year to fiscal year, dependent upon improvements and
maintenance to be performed, and cannot exceed the maximum amount set when the benefit zone was originally
formed, plus an annual cost of living adjustment, if applicable.
The amounts that will be proposed to be assessed for the Fiscal Year 2013/2014 tax year, in accordance with the
Landscaping and Lighting Act of 1972, will be presented in the Preliminary and Final Engineer’s Reports which
will be filed with the Board of Supervisors in May and June 2013, respectively, and a noticed public hearing will
be held on June 4, 2013.
CONSEQUENCE OF NEGATIVE ACTION:
Without Board of Supervisors’ approval there would be no acceptance of the Preliminary Engineer’s report and
levies for the Countywide Landscape District AD 1979-3 (LL-2) for Fiscal Year 2013/2014, thus funds would not
be available to maintain the landscaping and other improvements in the landscaping zones throughout the County.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
ATTACHMENTS
Resolution No. 2013/204
Exhibit B
Exhibit A
CONTRA COSTA COUNTY
CONSOLIDATED REPORT FOR THE
COUNTYWIDE LANDSCAPING
district (ll-2)
Prepared by:
Francisco & Associates, Inc.
130 Market Place, Suite 160
San Ramon, CA 94583
(925) 867-3400
Fiscal Year 2013-14
Preliminary Engineer’s Report
May 14, 2013
Contra Costa County
Countywide Landscaping District (LL-2) FY2013-14 TABLE OF CONTENTS
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Page No.
Contra Costa County Board of Supervisors and County Staff .................................................. ii
Certificates ............................................................................................................................................. iii
SECTION I - Introduction .................................................................................................................. 1
Table 1 – Zones modified since FY2012-13 ......................................................................... 2
SECTION II - Impacts of Proposition 218 ........................................................................................ 3
SECTION III - Engineer’s Report ..................................................................................................... 4
PART A - Plans and Specifications ...................................................................................... 6
PART B - Estimate of Cost ................................................................................................... 14
Table 2 –FY2013-14 Summary ............................................................................... 15
PART C - Assessment District Diagram ........................................................................... 17
PART D - Method of Apportionment of Assessment ................................................... 19
PART E - Property Owner List & Assessment Roll ..................................................... 34
APENDICES
APPENDIX A - Detailed Project Cost Breakdown
APPENDIX B – Assessment Diagrams
APPENDIX C – FY2013-14 Assessment Roll
Contra Costa County
Countywide Landscaping District (LL-2) FY2013-14 BOARD & COUNTY STAFF
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CONTRA COSTA COUNTY
COUNTYWIDE LANDSCAPING DISTRICT (LL-2)
FISCAL YEAR 2013-14
CONTRA COSTA COUNTY BOARD OF SUPERVISORS AND COUNTY STAFF
Federal Glover
Chair
Board Member District No. 5
John Gioia Candace Andersen
Board Member District No. 1 Board Member District No. 2
Mary Piepho Karen Mitchoff
Board Member District No. 3 Board Member District No. 4
COUNTY STAFF
Julia R. Bueren
Public Works Director
Sharon L. Anderson Tiffany Lennear
County Counsel Clerk of the Board of Supervisors
Warren Lai
Assistant Public Works Director
Susan Cohen
Special Districts Manager
Francisco & Associates
Assessment Engineer
Contra Costa County SECTION I
Countywide Landscaping District (LL-2) FY2013-14 INTRODUCTION
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SECTION I
INTRODUCTION
ENGINEER'S REPORT
CONTRA COSTA COUNTY
COUNTYWIDE LANDSCAPING DISTRICT (LL-2)
FISCAL YEAR 2013-14
To ensure the proper flow of funds for the ongoing operation, maintenance and servicing of
specific improvements within the boundaries of Contra Costa County, the Board of Supervisors,
through the Landscaping and Lighting Act of 1972, approved the formation of Countywide
Landscaping District (LL-2) or “District”. Improvements that may be constructed, operated,
maintained and serviced by the District include:
Landscaping, irrigation, lighting (not street lighting, except in special cases), park and
recreational facilities, including but not limited to lights, playground equipment, play courts,
public restrooms, and associated appurtenant facilities.
Generally these public improvements are constructed by developers as a part of the conditions
permitting the developer to construct new housing or commercial/industrial developments.
However, the ongoing operation and maintenance of these various improvements are financed
through the District. The District is composed of Benefit Zones “Zones” to ensure that the
operation and maintenance of the improvements are specifically paid for by those property
owners who directly benefit from the improvements.
As required by the Landscaping and Lighting Act of 1972, the annual Engineer's Report must be
reviewed by the Board of Supervisors each year and includes: (1) a description by benefit zone of
the improvements to be operated, maintained and serviced by the District, (2) an estimated
budget by benefit zone for the District, and (3) a listing of the proposed assessments to be levied
upon each assessable lot or parcel within the District.
The Contra Costa Board of Supervisors will hold a Public Hearing, June 4, 2013, on the LL-2
District to provide an opportunity for any interested person to be heard. At the conclusion of
the Public Hearing, the Contra Costa County Board of Supervisors may adopt a resolution
confirming the levy of assessments as originally proposed or modified. Following the adoption
of this resolution, the final Assessor’s roll will be prepared and filed with the County Auditor’s
office to be included on the FY2013-14 tax roll.
Payment of the assessment for each parcel will be made in the same manner and at the same time
as payments are made for property taxes. All funds collected through the assessment must be
placed in a special fund and can only be used for the purposes stated within this report.
Contra Costa County SECTION I
Countywide Landscaping District (LL-2) FY2013-14 INTRODUCTION
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In addition to the existing Zones, new Zones are created throughout the Fiscal Year as
development is processed. Table 1 below indicates those zones that have been annexed into LL-
2 or modified since the prior year’s annual report was prepared in Fiscal Year 2012-13.
Table 1 - Zones modified since FY2012-13
Benefit Zone Comment
Portions of Zones 1, 2, 3,
4, 10 & 42
In FY2012-13, the Parks within these Zones were transferred to
Ambrose Recreation & Park District
Zones 57, 61
Parks are in the process of being transferred to Discovery Bay
Community Services District
Contra Costa County SECTION II
Countywide Landscaping District (LL-2) FY2013-14 PROPOSITION 218
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SECTION II
IMPACTS OF PROPOSITION 218
ENGINEER'S REPORT
CONTRA COSTA COUNTY
COUNTYWIDE LANDSCAPING DISTRICT (LL-2)
FISCAL YEAR 2013-14
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 established new procedural requirements for the formation
and administration of assessment districts.
These new procedures stipulate that even if assessments are initially exempt from Proposition
218, future increases in assessments must comply with the provisions of Proposition 218.
However, if the increase in assessment was anticipated in the assessment formula (e.g., CPI
increase or assessment cap) then the County would not need to comply with the provisions of
Proposition 218.
There are no proposed increases above the pre-approved maximum rate in assessments for this
Fiscal Year therefore Proposition 218 proceedings are not needed.
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 ENGINEER'S REPORT
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SECTION III
ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF THE
LANDSCAPING AND LIGHTING ACT OF 1972
SECTIONS 22500 THROUGH 22679
OF THE CALIFORNIA STREETS AND HIGHWAYS CODE
CONTRA COSTA COUNTY
COUNTYWIDE LANDSCAPING DISTRICT (LL-2)
FISCAL YEAR 2013-14
Pursuant to Part 2 of Division 15 of the Streets and Highways Code of the State of California,
and in accordance with the Resolution of Intention, being Resolution No. 2013/204, adopted
May 14, 2013 and the Resolution of Initiation, being Resolution No. 2013/139 adopted March 19,
2103, by the Board of Supervisors of Contra Costa County, State of California, in connection
with the proceedings for:
CONTRA COSTA COUNTY
COUNTYWIDE LANDSCAPING DISTRICT (LL-2)
Herein after referred to as the "Assessment District", I, Warren Lai, P.E., the duly appointed
ENGINEER OF WORK, submits herewith the "Report" consisting of five (5) parts as follows:
PART A: PLANS AND SPECIFICATIONS
This part describes the improvements in the District. Plans and specifications for the
improvements are as set forth on the lists thereof, attached hereto, and are on file in the Office of
the Contra Costa County Clerk of the Board of Supervisors and the Public Works Department.
PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposed improvements, including incidental
costs and expenses in connection therewith, as set forth on the lists thereof, attached hereto,
and is on file in the Office of the Contra Costa County Clerk of the Board of Supervisors and the
Public Works Department.
PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates by reference a diagram of the District showing the exterior boundaries of
the District, the boundaries of any zones within the District and the lines and dimensions of
each lot or parcel of land within the District. The diagram has been prepared by County staff
and submitted to the Contra Costa County Clerk of the Board of Supervisors. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Contra Costa County Assessor for the year when this Report was prepared. The
Assessor's maps and records are incorporated by reference herein and made part of this Report.
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 ENGINEER'S REPORT
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PART D: METHOD OF APPORTIONMENT OF ASSESSMENT
This part contains the method of apportionment of assessments, based upon parcel
classification of land within the District, in proportion to the estimated benefits to be received.
PART E: PROPERTY OWNER LIST & ASSESSMENT ROLL
This part contains a list of the parcels and proposed assessment amount on each benefited lot or
parcel of land within the District. The list is keyed to the records of the Contra Costa County
Assessor, which are incorporated herein by reference and is filed in the Office of the Contra
Costa County Clerk of the Board of Supervisors.
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART A
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PART A
PLANS AND SPECIFICATIONS
The facilities, which have been constructed within each of the Zones within the District, and
those which may be subsequently constructed, will be operated, maintained and serviced as
generally described as follows:
DESCRIPTION OF IMPROVEMENTS
FOR THE CONTRA COSTA COUNTY
COUNTYWIDE LANDSCAPING DISTRICT (LL-2)
FISCAL YEAR 2013-14
The improvements consist of the construction, operation, maintenance and servicing of
landscaping, irrigation, lighting (not street lighting except in special cases), park and
recreational facilities, and appurtenant facilities including but not limited to; personnel,
electrical energy, utilities such as water, materials, contractual services, and other items
necessary for the satisfactory operation of these services and facilities as described below:
Landscaping
The landscaping facilities consist of, but are not limited to: Landscaping, planting, shrubbery,
trees, irrigation systems, hardscapes, sidewalks, trails, and appurtenant facilities including, but
not limited to; playground equipment, play courts, and public restrooms, located within the
public right-of-ways, parkways, parks, County building grounds, and designated easements
within the boundaries of the District.
Park and Recreation Facilities
The operation and maintenance of park and recreational facilities includes, but is not limited to;
lights, playground equipment, play courts and public restrooms and associated appurtenant
facilities located within the boundaries of the District.
Lighting
The lighting facilities consist of, but are not limited to: Poles, fixtures, bulbs, conduits,
equipment including guys, anchors, posts and pedestals, metering devices and appurtenant
facilities as required to provide lighting located within the public rights-of-way and easements
within the boundaries of the District.
On the following pages is a detailed description of the improvements that are being operated,
maintained and serviced throughout each benefit Zone within the District. In addition,
Appendix B (Assessment Diagrams), provides a detailed diagram of each Zone’s improvements.
The number indicating the improvements listed in each Zone on the following pages
corresponds to the numbers on each Assessment Diagram in Appendix B.
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART A
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Zones 1, 2, & 4 (Lynbrook Development - Bay Point Area)
Landscaping, irrigation, recreational facilities and related improvements located along the
following roadways and within the following parks:
1. Port Chicago Highway (approximately 1,600 linear feet);
2. Kevin Drive (approximately 3,600 linear feet on the north side and approximately
2,600 linear feet on the south side);
3. Lynbrook Street (approximately 1,050 linear feet on the north side and
approximately 850 linear feet on the south side);
4. Willow Pass Road (approximately 900 linear feet); and
5. Lynbrook Park *(4.13 acres within the Lynbrook development) includes all
playground equipment, ambient lighting and related improvements. Location: Kevin
Drive & Port Chicago Highway. Lynbrook Park was transferred to Ambrose
Recreation and Park District in Fiscal Year 2012-13.
*Please note: Ambrose Recreation & Park District is responsible for the maintenance of Lynbrook Park
as per the June 26, 2012 Joint Power of Agreement (JEPA) between the County and Ambrose.
Zone 3 (Hickory Meadows - Bay Point Area)
Landscaping, irrigation, recreational facilities and related improvements located along the
following roadways and within the following parks:
1. Hickory Meadows Park *(0.37 acres) located at the intersection of Winterbrook
Drive and Summerfield Drive. Hickory Meadows Park was transferred to Ambrose
Recreation and Park District in Fiscal Year 2012-13.
*Please note: Ambrose Recreation & Park District is responsible for the maintenance of Hickory Meadows Park as
per the June 26, 2012 Joint Power of Agreement (JEPA) between the County and Ambrose.
Zone 5 (Pacheco Beautification Project – Pacheco Area)
Landscaping, irrigation, recreational facilities and related improvements located along the
following roadways and within the following parks:
1. Pacheco Boulevard median islands and frontage improvements; and
2. Creekside Park (1.61 acres) including a pedestrian trail. In FY2010-11 irrigation,
plantings, mulch and Park Entrance signs were completed.
Zone 7 (Pleasant Hill/BART - Concord Area)
Landscaping, irrigation and related improvements located within:
1. Various median islands within Las Juntas Way, Coggins Road, Jones Road, Wayne
Drive, Treat Boulevard and Oak Road; and
2. Fox Creek Park (0.50 acres).
3. The Walden Green area is adjacent and maintained through another funding source.
4. In Fiscal Year 2012-13, the Treat Boulevard renovation was completed.
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART A
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Zone 10 (Viewpointe - Bay Point Area)
Landscaping, irrigation, and related improvements located within:
1. Open Space - Slope easement areas (up to 10 feet);
2. Paved walking trails (located on Pomo Street and the slope behind Sky Harbor
Avenue);
3. Viewpointe Park *(a.k.a. Lehman Park – 0.08 acres). Location: Pomo Street and Sea
Cliff Place. Viewpointe Park was transferred to Ambrose Recreation and Park
District in Fiscal Year 2012-13;
4. Landscaping at the end of Skyharbor and Waterview cul-de-sacs; and
5. Frontage landscaping on the north side of Evora Road.
*Please note: Ambrose Recreation & Park District is responsible for the maintenance of Viewpointe
Park as per the June 26, 2012 Joint Power of Agreement (JEPA) between the County and Ambrose.
Zone 11 (Hilltop Commons - San Pablo Area)
Landscaping, irrigation and related improvements located within the median island along:
1. San Pablo Avenue between Kay Road and Shamrock and approximately 2,040 square
feet of landscaping located between the sidewalk and the fence line fronting the
south side of San Pablo Avenue.
Zone 17 (Shadow Creek – Danville Area)
Landscaping, irrigation and related improvements located along:
1. Camino Tassajara adjacent to the sidewalk areas, median islands and the entry post
areas located at Shadow Creek Drive and Knollview Drive.
Zone 18 (Pacheco Manor – Pacheco Area)
Landscaping, irrigation and related improvements located along:
1. Pacheco Boulevard; and
2. Temple Drive.
Zone 19 (Hidden Pond – Reliez Valley/Martinez Area)
Landscaping, irrigation and related improvements located along the following roadways:
1. The frontage of Reliez Valley Road, (approximately 1,500 linear feet); and
2. The frontage of Hidden Pond Road, (approximately 1,000 linear feet). In Fiscal Year
2012-13 landscape replacements will be completed along Hidden Pond Road.
Zone 21 (Kensington - Kensington Area)
Landscaping, irrigation and related improvements located within:
1. The six (6) roadway medians along Arlington Avenue;
2. The Colusa Traffic Circle; and
3. The Kensington Sign area.
Zone 22 (Seabreeze – Bay Point Area)
Landscaping, irrigation and related improvements located along:
1. Landscaping frontage on the north side of Evora Road and median along Saint
Tropez;
2. Open Space along the perimeter of Seabreeze subdivision;
3. Open space on perimeter of Parcel A; and
4. Landscaping at the end of Beauleiu Ct., Beaulieu Place, and Rapallo Way.
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART A
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Zone 27 (Bettencourt Ranch and Somerset– Danville Area)
Landscaping, irrigation and related improvements located along the Camino Tassajara
frontage of Bettencourt Ranch and Somerset Subdivisions:
1. 10’ borders behind sidewalk along Camino Tassajara (the slopes north of Camino
Tassajara Road in this area are the responsibility of the Homeowner’s Association);
2. Medians along Camino Tassajara between Buckingham Drive and Mansfield Drive;
and
3. In Fiscal Year 2004-05, Zone 27A was created at a lower rate for those homeowners
in Tract 7763 – due to the fact they are on a private street and have a reduced level of
landscaping.
Zone 35 (Sandy Cove Shopping Center – Discovery Bay Area)
Landscaping, irrigation, pedestrian trail and related improvements located within the public
right of way and trail easements;
1. Three (3) Bixler Road median islands adjacent to Sandy Cove Shopping Center; and
2. A pedestrian trail between the Sandy Cove Shopping Center and Newport Drive
including two (2) footbridges and necessary appurtenances.
Zone 36 (Alamo - Alamo Area)
Landscaping, irrigation, recreational facilities and related improvements along/within
Danville Boulevard, Livorna Road, Miranda Avenue and Stone Valley Road. This includes:
1. Median islands at the intersection of Stone Valley Road and Green Valley Road;
2. Trees related to the “Danville Boulevard of Trees” projects;
3. Stone Valley Road landscaping. Phase I – North side of Stone Valley Road from
Stone Valley Way to Austin Lane. South side from Alamo Ranch Road,
approximately 280 linear feet East and South side from High Eagle Court,
approximately 760 linear feet West; Phase II – Full responsibility for areas between
Austin Lane and St. Paul Drive, excluding the Phase I area described above;
4. Additional litter pickup and sidewalk and jogging path cleanup along Danville
Boulevard, Livorna Road, Miranda Avenue and Stone Valley Road.
Zone 37 (Clyde - Clyde Area)
Landscaping, irrigation, recreational facilities and related improvements within:
1. Clyde Park (2.0 acres, located on Norman Avenue);
2. Marie Porter Park (0.22 acres, located on Kilburn Street and Norman Avenue);
3. Big Oak Tree Park (.25 acres, located on Kilburn Street at the intersection of
Wellington Avenue); and
4. Maybeck Park (0.07 acres, located on Medburn Street and Amy Lane).
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART A
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Zone 38 (Rodeo - Rodeo Area)
Landscaping, irrigation, recreational facilities and related improvements including trails and
picnic facilities located along:
1. The approximately 11-acre Lefty Gomez Ballfield Complex (located at 470 Parker
Avenue);
2. Maintenance of the “Rodeo” signboard area (up to the Hercules City limit);
3. Parker Avenue Trees along the west and east side frontage from First Street south to
Sixth Street;
4. The 3-mile long Rodeo Creek Trail Corridor; and
5. Pedestrian Footbridge located at Highway 680 and Willow Avenue.
Zone 42 (California Skyline - Bay Point Area)
Landscaping, irrigation, recreational facilities and related improvements located within the
public right-of-way along:
1. The frontage along the north side of Evora Road;
2. Boeger Park *(0.57 acres, located on Caskey Street). Boeger Park was transferred to
Ambrose Recreation and Park District in Fiscal Year 2012-13;
3. The public paths located between lots 40/41, 28/46, 1/Evora Road and 27/Evora Road
of Subdivision 7838;
4. Both sides of Driftwood Drive from Jill to Coastview and within the median islands.
The maintenance responsibility for the newly planted areas will change from a
Contractor to County Grounds Maintenance in Spring 2013;
5. Landscape area on the north east and south west corner of Coastview and
Tradewinds Court ; and
6. Tradewinds Park *(0.72 acres, located at Tradewinds Court). Tradewinds Park was
transferred to Ambrose Recreation and Park District in Fiscal Year 2012-13.
*Please Note: Ambrose Recreation & Park District is responsible for the maintenance of Boeger &
Tradewinds Park as per the June 26, 2012 Joint Power of Agreement (JEPA) between the County and
Ambrose.
Zone 45 (Alamo Villas – Alamo Area)
Landscaping, irrigation and related improvements located within the public right-of-way
along:
1. The median island, approximately 120 linear feet along Danville Boulevard by Tract
7559.
Zone 48 (Mrack Road – Danville Area)
Landscaping, irrigation and related improvements within the public right-of-way along:
1. Oakgate Drive; and
2. The north side frontage of Camino Tassajara from 600’ west of Oak Gate Drive to
Hansen Lane (approximately 725 linear feet).
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART A
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Zone 54 (Alamo Country – Alamo Area)
Landscaping, irrigation and related improvements located within the public right-of-way of:
1. Livorna Road and Miranda Avenue, fronting Subdivisions 7601 and 7818, totaling
approximately 4,320 linear feet. Landscaping varies in width from 23 feet to 170 feet;
and
2. A financial contribution of approximately $870.80 (93 units * $9.36) for the Zone 36
medians.
Zone 57 (Pacific Waterways – Discovery Bay Area)
Landscaping, irrigation and related improvements within the public right-of-way, landscape
and pedestrian pathway easements, Grant Deeded parking bay parcels, and Grant Deeded
park parcel:
1. Regatta Park (4.83 acres, AKA Tyler Memorial Park, located on Sailboat Drive);
2. Public right-of-way along Highway 4 and Bixler Road, fronting Subdivisions 7679,
7907, 7908, 7909 and 7881, totaling approximately 3,680 linear feet;
3. Porthole Drive medians and frontage on both sides of approximately 340 linear feet
each (totaling 1,020 linear feet);
4. Entry area at Bixler Road and Regatta Drive;
5. Parking bays and associated landscape; and
6. A short pedestrian path connecting Yacht Drive to Bixler Road.
Zone 61 (Discovery Bay West – Discovery Bay Area)
Landscaping, irrigation, recreational facilities and related improvements along the following
roadways and within the following parks:
1. The public right-of-way frontage and medians along Newport Drive from Bixler
Road to Newport Lane;
2. The public right-of-way frontage and medians along all of Preston Drive;
3. Frontage along both sides of Point of Timber Road adjacent to the Discovery Bay
West development;
4. Slifer Park (5.83 acres);
5. Landscaping associated with the Park-n-Ride Lot located at Bixler Road; and
6. Frontages along Bixler Road Village I, Bixler Road Village II, Bixler Road Village III
and Bixler Road Village IV.
Zone 63 (Parkway Estates - North Richmond Area)
Landscaping, irrigation and related improvements within:
1. Parkway Estates Park (0.32 acres, located on Malcom Drive).
Zone 64 (California Reflections – Pinole Area)
Landscape, irrigation and related improvements consisting of approximately 231 linear feet
located within:
1. The public right-of-way fronting San Pablo Avenue; and
2. The public right-of-way fronting Eire Drive.
The landscape improvements vary in width from 15 feet to 30 feet.
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART A
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Zone 68 (Wendt Ranch* – Danville Area)
Landscaping, irrigation and related improvements located within the public right-of-way
and medians along:
1. Camino Tassajara median islands and frontage along the subdivision; and
2. Creekview Drive entry area, including the median island. The Creekview Drive and
other parkway strips are specifically excluded.
*Please Note: There are parks and landscaping located in the interior sections of this Zone which
are planned to be owned and maintained by a Homeowners Association and therefore the maximum
assessment rate did not include these areas of maintenance and they are not the responsibility of LL-
2.
Zone 69 (Alamo Creek* – Danville Area)
Landscaping, irrigation and related improvements located within the public right-of-way
and medians along:
1. Camino Tassajara Median from Knolls Creek Road east to Soccer Field entrance;
2. Camino Tassajara south side frontage from Knolls Creek Road east to Soccer field
entrance;
3. Charbray Median and Park Strips from Camino Tassajara south to the Trailhead
(including bio filtration strips);
4. Massara Median and Park Strips from Charbray to Drysdale; and
5. Casablanca Park Strips from Knolls Creek south to Charbray.
*Please Note: There are parks and landscaping located in the interior sections of this Zone, which
are currently owned and maintained by a Homeowners Association. However, the maximum
assessment rate, when established, included these interior sections as being maintained and operated
by LL-2. Therefore if the Homeowner’s Association fails to maintain these interior sections to
County standards, the County may take over maintenance of these areas and increase the assessment
to it’s maximum allowable rate.
Zone 70 (Intervening Properties – Danville Area)
Landscaping, irrigation and related improvements located within the public right-of-way
and medians along:
1. Camino Tassajara median islands and south side frontage from Hansen Lane east to
the limits of the Development;
2. Monterosso west side Street Frontage & Medians from Camino Tassajara south to
Cassablanca Street;
3. Cassablanca Street Frontage from Menton Street east to the Alamo Creek Tributary
Bridge. In Fiscal Year 2012-13 landscape replacements were installed along
Cassablanca Street; and
4. Entry Monument on Camino Tassajara & Monterosso Street.
*Please Note: There are parks and landscaping located in the interior sections of this Zone which
are planned to be owned and maintained by a Homeowners Association and therefore the maximum
assessment rate did not include these areas of maintenance and they are not the responsibility of LL-
2.
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Zone 71 (Diablo Vista Ballfields* – Danville Area)
1. 15 Acre Diablo Vista Ballfield.
*Please Note: Per the December 15, 2009 Joint Exercise of Powers Agreement between the Town of
Danville, San Ramon Valley Unified School District (SRVUSD) and Contra Costa County, SRVUSD
is responsible for maintenance of this area.
Zone 74 (Bella Flora* – Richmond Area)
Landscaping, irrigation and related improvements located within the public right-of-way
along:
1. Martin Drive, east side frontage;
2. Ellison Lane, south side frontage;
3. Spears Circle Park (0.50 acres, located at intersection of Malcolm Drive and Spears
Circle);
4. Landscaping along the south side of Pittsburg Avenue (to be constructed in the
future);
5. A portion of the Pittsburg Avenue median islands (to be constructed in the future);
and
6. Landscaping along the east side of Richmond Parkway; and pedestrian trails (to be
constructed in the future).
*Please Note: There are parks and landscaping located in the interior of Subdivision 9293 which are
planned to be owned and maintained by a Homeowners Association and therefore the maximum
assessment rate did not include these areas of maintenance and they are not the responsibility of LL-
2.
Zone 75 (Belmont Terrace* – Pacheco Area)
Landscaping, irrigation and related improvements located within the public right-of-way
along:
1. Pacheco Boulevard Frontage from Falling Star Drive to Little Valley Road;
2. North side of Pacheco Boulevard Frontage fronting Subdivision 8967; and
*Please Note: There are parks and landscaping located in the interior of Subdivisions 8967 and 8984
which are planned to be owned and maintained by a Homeowners Association and therefore the
maximum assessment rate did not include these areas of maintenance and they are not the
responsibility of LL-2.
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PART B
ESTIMATE OF COST
The 1972 Act provides that the total cost of construction, operation, maintenance and servicing
of the public landscaping, irrigation, lighting (not street lighting except in special cases) and
park facilities can be recovered by the District. Incidental expenses including administration of
the District, engineering fees, legal fees and all other costs associated with the construction,
operation and maintenance and servicing of the District can also be included.
Proposed expenditures do not exceed assessment revenues to be obtained in 2013-14. Six Zones
will have negative fund balances at the end of Fiscal Year 2013-14. In an effort to reduce the
negative balances each year, there may be a temporary reduction of services in those areas of the
County. Eventually these Zone balances will not be negative and will begin to build reserves for
incidental costs and improvements within the Zone.
The estimated Fiscal Year 2013-14 expenditures and assessment revenue for the proposed
District facilities have been provided by the County and are summarized on the following page:
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Table 2: FY2013-14 Summary
Zone Zone Description
Total
Expenditures
Capital Projects
& Reserves
Operating
Reserves
Expenditures
(w/out Capital
or Operating
Reserves)
Proposed
Assessment
Revenue Maintained By
1, 2, 4 Lynbrook Development ($67,461.28) $0.00 $0.00 ($67,461.28) $65,916.48 PWGM/Ambrose
3 Hickory Meadows ($5,246.23) $0.00 $0.00 ($5,246.23) $14,046.24 Ambrose
5 Pacheco Beautification ($95,569.00) ($22,351.00) ($25,657.68) ($47,560.32) $51,852.31 PWGM
7 Pleasant Hill BART ($148,344.94) ($6,965.39) $0.00 ($141,379.55) $81,449.74 Contra Costa Centre
10 Viewpointe ($17,029.54) $0.00 $0.00 ($17,029.54) $18,071.34 PWGM/Ambrose
11 Hilltop Commons ($11,457.45) ($3,083.76) ($3,000.00) ($5,373.69) $6,000.00 Contractor
17 Shadow Creek ($201,158.23) ($93,921.69) ($35,775.00) ($71,461.54) $71,550.00 PWGM
18 Pacheco Manor ($2,298.15) $0.00 $0.00 ($2,298.15) $3,870.68 PWGM
19 Hidden Pond ($64,595.79) ($17,671.12) ($13,000.00) ($33,924.67) $26,000.00 PWGM
21 Kensington Area ($23,196.77) ($3,970.74) $0.00 ($19,226.03) $30,614.42 PWGM
22 SeaBreeze ($51,496.73) ($10,000.00) ($5,222.42) ($36,274.31) $44,370.00 PWGM
27 Bettencourt Ranch & Somerset ($80,851.49) $0.00 $0.00 ($80,851.49) $79,002.00 PWGM
35 Sandy Cove Shopping Center ($202,132.31) ($172,066.00) ($12,552.31) ($17,514.00) $24,517.99 Discovery Bay CSD
36 Alamo Area ($61,422.81) ($18,000.00) ($165.93) ($43,256.88) $50,217.06 PWGM
37 Clyde Area ($10,565.76) $0.00 $0.00 ($10,565.76) $11,529.52 PWGM
38 Rodeo Area ($106,761.31) ($5,000.00) ($29,337.80) ($72,423.51) $84,430.84 Contractor
42 California Skyline ($105,607.97) $0.00 ($24,240.53) ($81,367.44) $72,030.00 PWGM/Ambrose
45 Alamo Villas ($924.54) $0.00 $0.00 ($924.54) $1,200.00 PWGM
48 Mrack Road ($57,981.39) ($13,747.00) ($16,198.96) ($28,035.43) $35,280.00 PWGM
54 Alamo Country ($37,055.01) $0.00 ($7,999.13) ($29,055.88) $32,123.13 PWGM
57 Pacific Waterways ($263,235.00) ($130,911.00) ($43,775.00) ($88,549.00) $87,549.00 Discovery Bay CSD
61 Discovery Bay West ($988,356.00) ($683,451.00) ($100,967.00) ($203,938.00) $201,937.50 Discovery Bay CSD
63 Parkway Estates ($83,513.29) ($63,194.11) $0.00 ($20,319.18) $20,010.00 PWGM
64 California Reflections ($65,077.70) ($51,262.22) ($3,875.00) ($9,940.48) $7,750.00 PWGM
68 Wendt Ranch ($11,422.47) ($6,911.91) ($625.00) ($3,885.56) $1,250.00 HOA
69 Alamo Creek ($44,545.87) ($37,280.25) ($2,849.10) ($4,416.52) $5,698.20 HOA
70 Intervening Properties ($104,236.83) ($7,617.27) ($29,820.00) ($66,799.56) $59,640.00 PWGM
71 Diablo Vista Ballfields ($93,097.05) $0.00 ($12,341.82) ($80,755.23) $82,314.50 SRVUSD
74 Bella Flora ($223,775.36) ($136,375.80) $0.00 ($87,399.56) $60,520.00 PWGM
75 Belmont Terrace ($5,814.75)($1,101.52)($818.75)($3,894.48)$1,637.50 HOA
($3,234,231.02) ($1,484,881.78) ($368,221.43) ($1,381,127.81) $1,332,378.45
Legend: PWGM = Public Works Grounds Maintenance
HOA = Homeowners Association
SRVUSD = San Ramon Valley Unified School District
Ambrose = Ambrose Recreation & Park District
Discovery Bay CDS = Discovery Bay Community Services District
A detailed “Special Districts Worksheet” for each Zone is shown in Appendix “A” of this Report.
The worksheet provides actual revenues and estimated expenditure details for Fiscal Year 2012-
13 and proposed revenue and expenditure details for Fiscal Year 2013-14.
Public playground safety and accessibility standards are mandated by two legal requirements.
The Americans with Disabilities Act (ADA) of 1990 became effective in 1992 and required all
public facilities (including playgrounds) be free of architectural barriers to access by January 1,
1995. Secondly, SB2733, State legislation, mandated compliance with federal playground safety
standards by the year 2000. These standards are established by the American Society for
Testing and Materials (ATSM) in their document "Standard Consumer Safety Performance
Specification for Playground Equipment for Public Use", and by the federal Consumer Products
Safety Commission (CPSC) in their document "Public Playground Handbook for Safety".
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Landscape and lighting zones that have existing playground equipment that does not meet these
federal and state guidelines must either be retrofitted or replaced.
The 1972 Act requires that a special fund be set up for the revenues and expenditures of each
Zone. Funds raised by the assessments shall only be used for the purpose as stated herein. A
contribution to each Zone by Contra Costa County may be made to reduce the assessments, as
the Board of Supervisors deems appropriate. Any balance remaining on July 1 at the end of the
fiscal year must be carried over to the next fiscal year.
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PART C
ASSESSMENT DISTRICT DIAGRAM
The boundaries of the Countywide Landscaping District (LL-2) are completely within the
boundaries of Contra Costa County. The Assessment Diagram for the Countywide Landscaping
District (LL-2) that incorporates the annexation areas for FY2013-14 is on file in the Office of the
Contra Costa County Clerk of the Board of Supervisors and the Contra Costa County Public
Works Department. The lines and dimensions of each lot or parcel within the District are those
lines and dimensions shown on the maps of the Contra Costa County Assessor, for the year
when this Report was prepared, and are incorporated by reference herein and made part of this
Report as shown in Appendix “B”.
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PART D
METHOD OF APPORTIONMENT OF ASSESSMENT
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of
1972, permits the establishment of assessment districts by Agencies for the purpose of providing
certain public improvements, which include the operation, maintenance and servicing of
landscaping and street lighting improvements.
Section 22573 of the Landscaping and Lighting Act of 1972 requires that maintenance
assessments must be levied according to benefit rather than according to assessed value. This
Section states:
"The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefit to be received by each such
lot or parcel from the improvements."
“The determination of whether or not a lot or parcel will benefit from the improvements
shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with
Section 5000)) [of the Streets and Highways Code, State of California]."
In addition, Article XIIID, Section 4(a) of the California Constitution limits the amount of any
assessment to the proportional special benefit conferred on the property.
Because assessments are levied on the basis of benefit, they are not considered a tax, and
therefore, are not governed by Article XIIIA of the California Constitution.
The 1972 Act permits the designation of zones of benefit within any individual assessment
district if "by reasons or variations in the nature, location, and extent of the improvements, the
various areas will receive different degrees of benefit from the improvement" (Sec. 22574). Thus,
the 1972 Act requires the levy of a true "assessment" rather than a "special tax."
Article XIIID provides that publicly owned properties must be assessed unless there is clear and
convincing evidence that those properties receive no special benefit from the assessment.
Exempted from the assessment would be the areas of public streets, public avenues, public
lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-
ways, public greenbelts and public parkways, and that portion of public property that is not
developed and used for business purposes similar to private commercial, industrial and
institutional activities.
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PARKS BENEFIT DETERMINATION
The overall quality of life and desirability of an area is enhanced when public park and
recreational facilities are in place, improved, operable, safe, clean and maintained. Conversely,
property desirability decreases when park and recreational facilities are unsafe or destroyed by
the elements or vandalism.
Property desirability in an area also increases when there is an increase in the number of parks,
recreation centers and sports facilities. These park and recreational facilities enable property
owners to participate in sporting events, leisure activities, picnics, organized social events and
other miscellaneous activities.
Studies in a number of communities, including counties and cities throughout the United States,
have indicated that recreation areas and facilities, if well maintained and wisely administered,
have caused a marked increase in the property values of parcels in the community.
Consequently, such recreation and park facilities have proved to be an important factor in
maintaining a sound economic condition and a high standard of livability in the community.
These studies confirm the opinion long held by planning authorities as to the economic value of
parks and recreational facilities in a community.
"The recreation value is realized as a rise in the value of land and other property in or near the recreation area, and
is of both private interest to the landowner and others, holding an economic stake in the area, and of public interest
to the taxpayers, who have a stake " (National Recreation and Park Association, June 1985)
“Recreation and park amenities are central components in establishing the quality of life in a community
[businesses’] main resource is their employees for whom quality of life is an important issue. The availability and
attractiveness of local parks and programs influences some companies relocation decisions the presence of a park
encourages real estate development around it.” (California Parks & Recreation, Winter 1997)
The benefit of parks and other recreational facilities to residential and commercial/industrial
properties has been summarized by a number of studies. The United States Department of the
Interior, National Park Service, in a publication of June 1984, concluded that:
"Parks and recreation stimulate business and generate tax revenues."
"Parks and recreation help conserve land, energy, and resources."
"An investment in parks and recreation helps reduce pollution and noise, makes
communities more livable, and increases property values."
"Public recreation benefits all employers by providing continuing opportunities to
maintain a level of fitness throughout one's working life, and through helping individuals
cope with the stress of a fast-paced and demanding life."
Proper maintenance and operation of the parks within the District benefits those properties
within the service areas of the parks by providing environmental quality and recreational
enhancement. The amount of benefit received will vary with the different land use on the
property. There are two categories from which the total benefit of a parcel is derived:
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1. Environmental Quality Benefit. The improvement of the quality of air, visual
aesthetics and attractiveness of the community as a place to live and work and do
business.
2. Recreation Enhancement Benefit. The availability of usable and safe park and
recreational facilities.
Recent studies have shown that adequate park and recreation facilities and recreation programs
help to reduce crime and vandalism. This results in savings to property owners and improved
property values and promotes the well being of the community.
LANDSCAPING BENEFIT DETERMINATION
Trees, landscaping, hardscaping and appurtenant facilities, if well maintained, provide
beautification, shade and enhancement of the desirability of the surroundings. In Parkways and
Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is stated:
"... there is no lack of opinion, based on general principals and experience and common sense, that
parkways do in fact add value to property, even though the amount cannot be determined
exactly. Indeed, in most cases where public money has been spent for parkways the assumption
has been definitely made that the proposed parkway will show a provable financial profit to the
City. It has been believed that the establishment of parkways causes a rise in real estate values
throughout the City, or in parts of the City,..."
It should be noted that the definition of "parkways" above may include the roadway as well as
the landscaping along side the roadway.
Proper maintenance and operation of the street landscaping provides beautification and
enhancement of the desirability of surroundings. The zones in the District enjoy a reputation for
beauty, and the landscape improvements along the major thoroughfares in the medians and
parkways enhance that reputation and benefit all parcels in each Zone. These major
thoroughfares are the entryways into the various zones and as such provide beautification to the
entire Zone.
ASSESSMENT METHODOLOGY
The total operation, maintenance and servicing cost for the landscaping and public park
facilities are apportioned in accordance with the methodology that is consistent with standard
assessment engineering practices. The method for spreading the costs to each parcel is based on
the Equivalent Dwelling Unit (EDU) factor (with the exception of Zone 7 assessments, which
are assessed on potential floor area ratios for commercial/industrial parcels).
Since the assessment is levied on the owners of properties as shown on the tax rolls, the final
charges must be assigned by Assessor's Parcel Number. If assessments were to be distributed by
parcel, not considering land use, this would not be equitable because a single-family parcel
would be paying the same as a 50-unit apartment parcel or a large commercial establishment.
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Therefore, as previously stated, the total assessment costs are distributed to each parcel of land
based on the number of EDUs associated with each particular parcel.
Commercial and industrial parcels benefit similarly to residential parcels because of increased
property values and the ability to have their workers and patrons use the park and recreational
facilities. Commercial and industrial parcels are assessed based on their acreage because larger
parcels have the ability to generate larger pedestrian flows. The methodology used to assign
EDUs to other land uses in proportion to the benefit they receive relative to the single family
residential parcel is shown below.
Developed Single Family Residential - The developed single family parcel has been selected as
the basic unit for calculation of the benefit assessments. This basic unit shall be called an
Equivalent Dwelling Unit (EDU). Parcels designated as developed single family residential
uses per the Contra Costa County land use code are assessed one (1.00) EDU.
Developed Multiple Residential - The EDUs for land designated as developed multi-family
uses which includes townhomes, condominiums, mobile homes and apartments are assessed a
factor of one-half (0.50) EDU per dwelling unit, e.g., a parcel with a 100-unit apartment would
be assessed 50 EDUs. Based on data from representative cities in Northern California, the
multiple family residential factor of 50% is determined by the statistical proportion of relative
trip generation from various types of residential uses, in combination with density per unit.
Zones 27 & 45 are assessed as 1.0 EDUs per dwelling unit for townhomes and condominiums.
Developed Commercial/Industrial, Recreational, Institutional, and Other Miscellaneous
Uses - Developed commercial and industrial properties include commercial, industrial,
recreational, institutional or miscellaneous uses per Contra Costa County land use codes. The
parcels are assessed based upon their acreage. The parcels are assessed one (1.00) EDU for the
first acre or any portion thereof, one (1.00) EDU/acre for each additional acre up to a maximum
of three (3.00) EDUs. The minimum number of EDUs per parcel is one (1.00) EDU.
Commercial, industrial, recreational, institutional or miscellaneous uses in Zone 7, both
developed and undeveloped per Contra Costa County land use codes, are assessed based upon
the potential floor area ratio of the parcel. The minimum rate per parcel will be one single family
unit.
Undeveloped Single Family Residential - Parcels defined as undeveloped single family
residential parcels will be assessed at 50% of the developed single family rate or 0.50 EDU’s.
Undeveloped Multiple Family Residential – The EDUs for land designated as undeveloped
multi-family use which includes undeveloped townhomes, condominiums, mobile homes and
apartments are assessed half of the developed EDU factor per planned dwelling unit. For
example a parcel that is planned for a 100-unit apartment complex would be assessed 25 EDUs.
If the number of planned dwelling units are not known, then the rate is 0.50 EDUs/acre with a
minimum of 0.50 EDUs and a maximum of 1.50 EDUs.
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Undeveloped Non-Single Family Residential - Parcels defined as undeveloped non-single
family residential will be assessed at 50% of the developed commercial/industrial rate. These
parcels include undeveloped commercial/industrial, recreational, institutional and other
miscellaneous parcels. These parcels will be assessed at 0.50 EDUs per acre or any portion
thereof, with a minimum of 0.50 EDU per parcel and a maximum of 1.50 EDUs per parcel (3.00
acres). Incremental acreage greater than 3.00 acres is considered to be open space area and
therefore receives no further assessment.
Undeveloped property is described as parcels with no improved structures. Property values
increase for undeveloped parcels when public infrastructure improvements are installed and
well maintained.
Exempt - Exempted from the assessment would be the areas of all public streets, public
avenues, public lanes, public roads, public drives, public courts, public alleys, all easements and
rights-of-ways, all public parks, cemeteries, greenbelts and parkways and all public school
property, other public property, designated open space, and public utilities.
ZONE CLASSIFICATION
As properties develop throughout the county, they are annexed into the District. A specific
benefit zone may be created for these properties or they may be included within an existing
benefit zone, which is unique and distinguishable from other benefit zones located within the
District. Each benefit zone is evaluated to determine which improvements are of a specific and
direct benefit to the parcels in that benefit zone. Once the improvements have been identified a
method of allocating those costs to the benefiting parcels is developed.
The following is a listing of the various zones in the District, their corresponding number of
parcels/units in each benefit zone, and the method of apportioning the costs of the
improvements:
Zones 1, 2, & 4 (Lynbrook Development - Bay Point) Subdivisions 5354, 5380, 5533, 5534,
5695, 5696 (old 6622), & MS11-84.
Formed: 1979
Zone 1: 329 parcels; Zone 2: 127 parcels; Zone 4: 229 parcels
Single family parcels are assessed 1.00 EDU/parcel and multi family units are assessed 0.50
EDUs/unit.
FY2013-14 Rate: $76.16 per EDU
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Zone 3 (Hickory Meadows - Bay Point) - Subdivision 5573
Formed: September 1979
78 Parcels
Single family parcels are assessed 1.00 EDU/parcel and multi family units are assessed 0.50
EDUs/unit.
FY2013-14 Rate: $180.08 per EDU
Zone 5 (Pacheco Beautification Project)
Formed: June 11, 2002
908 Parcels
Zone 5 was formed in FY2002-03 with a maximum rate set at $46.50 per EDU + annual
Consumer Price Index (CPI) increases for the San Francisco Bay Area - All Urban
Consumers. The CPI starting index is 193.20 for June 30, 2002. The February 2013 CPI
Index was 242.68, therefore the maximum rate for FY2013-14 is $58.41 per EDU.
Maximum Rate: $58.41 per EDU
FY2013-14 Rate: $58.41 per EDU
Zone 7 (Pleasant Hill/BART - Redevelopment Area)
Formed: July 30, 1985
251 Parcels
Each of the parcels located within this zone will be assessed based upon their proportional
share of benefit as follows:
Residential property is assessed $16.12/parcel
Commercial parcels are assessed $.0291708 per potential or actual square footage
depending upon which amount is greater
Zone 10 (Viewpointe - Bay Point Area) Subdivision 6484
Formed: March 3, 1987
119 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment. Single family parcels are assessed 1.00 EDU/parcel and multi family units are
assessed 0.50 EDUs/unit.
FY2013-14 Rate: $151.86 per EDU
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Zone 11 (Hilltop Commons - San Pablo Area) LUP 2042-85
Formed: February 10, 1987
1 Parcel
This zone consists of multiple family residential units and there is one (1) parcel associated
with all the residential units. The total assessment for this zone is assessed to the
underlying parcel. The maximum assessment is $6,000, and the parcel will be assessed
$6,000 for FY2013-14.
Maximum Rate: $6,000 per EDU
FY2013-14 Rate: $6,000 per EDU
Zone 17 (Shadow Creek - Camino Tassajara) Subdivisions 7279, 7040 & 7041
Formed: April 25, 1989
477 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment.
FY2013-14 Rate: $150.00 per EDU
Zone 18 (Pacheco Manor) Subdivision 6958
Formed: June 7, 1988
22 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment.
FY2013-14 Rate: $175.94 per EDU
Zone 19 (Hidden Pond – Reliez Valley Area) Subdivisions 6769, 7144, 7151, 7820, & 7821.
Formed: August 7, 1990
Annexed Tract 7144: January 9, 1996
130 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment.
FY2013-14 Rate: $200.00 per EDU
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Zone 21 (Kensington Area)
Formed: June 6, 1989
2,253 Parcels
There are 2,253 parcels located within this zone. Single family residential parcels located
within the Kensington area shall be assessed $13.66/parcel. Multi-family/Residential units
and Mobile Home units shall be assessed half the single family rate per unit. Commercial
will be assessed three times the single-family rate for each acre.
FY2013-14 Rate: $13.66 per EDU
Zone 22 (Seabreeze – Bay Point Area) Subdivisions 7152 & 8830
Formed: August 13, 1991
Subdivision 8830 annexed February 26, 2008 – 17 single family parcels
137 Total Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment.
FY2013-14 Rate: $290.00 per EDU
Zone 27 (Bettencourt Ranch and Somerset – Camino Tassajara) Subdivisions 7188, 7277,
7278, 7280 & 7763
Formed: August 6, 1991
571 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment. In FY04-05, in order to spread the costs in proportion to the benefit each parcel
receives, subzone “A” was developed. Subzone “A” is Tract 7763 which are on a private
street and receive a reduced level of landscaping.
Each of the 421 parcels not located within subzone “A” (subdivisions 7188, 7277, 7278 &
7280) will be assessed at the full assessment rate of $150.00 per EDU
Subzone “A”
Each of the 150 parcels located within subzone “A” (subdivision 7763) will be assessed
approximately 70% of the full assessment rate of $150.00, which is $105.68 per EDU.
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Zone 35 (Sandy Cove Shopping Center – Discovery Bay Area) MS 39-91, DP 3031-94 &
Tract 8456
Formed: May 5, 1998
9 Parcels
Reconfirmed: May 13, 2003
In February 2003 the rate for commercial parcels was re-confirmed based upon their net
developable acreage at $1,434.92/acre + CPI increases for the San Francisco Bay Area – All
Urban Consumers. The CPI starting index is 197.70 for February 2003. The February 2013
CPI Index is 242.68, therefore the maximum rate for FY2013-14 is $1,761.35 per acre.
Maximum Rate: $1,761.35 per acre
FY2013-14 Rate: $1,761.35 per acre
Zone 36 (Alamo Area)
Formed: August 6, 1991
5,491 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment.
FY2013-14 Rate: $9.36 per single family parcel
Zone 37 (Clyde Area)
Formed: July 23, 1991
288 Parcels
Each of the parcels located in this zone will be assessed an equal share of the total
assessment, except for parcels owned by senior citizens. These parcels receive a fifty percent
(50%) reduction in assessments.
FY2013-14 Rate: $41.76 per single family parcel
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART D
ccc1314_PER.docx - 28 - Francisco & Associates, Inc.
Zone 38 (Rodeo Area)
Formed: July 23, 1991
2,559 Parcels
Each of the parcels located in this zone will be assessed an equal share of the total
assessment. In order to spread the costs in proportion to the benefit, two subzones have
been developed.
Subzone “A”
Parcels located within Subzone “A” will be assessed at the full assessment rate of $32.04 per
EDU.
Subzone “B”
Parcels located within Subzone “B” (View Point Park (Tracts 4326, 4327, 4328, 4329 &
4958) Subdivision) will be assessed at 85% of the full assessment rate. Since these
subdivisions have access to View Point Park through their Homeowner’s Association, it
reduces the demand on the Lefty Gomez picnic and play area (exclusive of the Community
Center). Therefore, the parcels in Benefit Subzone “B” will pay an assessment rate reduced
by $4.80 per EDU or $27.24 per EDU.
Zone 42 (California Skyline - Phase I and II – Bay Point Area) Tracts 7597, 7737 & 7838
Formed: July 7, 1993; Tract 7838 Annexed June 11, 1996
343 Parcels
Each of the parcels located in this zone will be assessed an equal share of the total
assessment.
Maximum Rate: $210.00 per EDU
FY2013-14 Rate: $210.00 per EDU
Zone 45 (Alamo Villas) Tract 7559
Formed: July 26, 1994
10 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment.
FY2013-14 Rate: $120.00 per EDU
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART D
ccc1314_PER.docx - 29 - Francisco & Associates, Inc.
Zone 48 (Mrack Road – Camino Tassajara) Subdivisions 7613, 7621, 7776, 7777, 7778, 7779,
7780, 8104 and DP03-3009 (4 parcels)
Formed: July 26, 1994
DP03-3009 (MS04-0020) annexed July 12, 2005 – 4 parcels
72 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment.
Maximum Rate: $490.00 per EDU
FY2013-14 Rate: $490.00 per EDU
Zone 54 (Alamo Country – Alamo) Subdivisions 7601 & 7818
Formed: December 20, 1994; Rate Increase July 8, 2002
93 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment. The maximum rate was increased in FY2002-03 and set at $275.00 per EDU +
CPI. The CPI had a starting index of 193.20 as of June 30, 2002. The February 2013 CPI
Index is 242.68, therefore the maximum rate for FY2013-14 is $345.41 per EDU.
Maximum Rate: $345.41 per EDU
FY2013-14 Rate: $345.41 per EDU
Zone 57 (Pacific Waterways – Discovery Bay Area) Subdivisions 7679, 7881, 7907, 7908 &
7909.
Formed: December 20, 1994
379 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment.
FY2013-14 Rate: $231.00 per EDU
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART D
ccc1314_PER.docx - 30 - Francisco & Associates, Inc.
Zone 61 (Discovery Bay West) Tract 7686, 8143, 8166, 8167, 8023, 8428, 8429, 8430, 8431,
8432, 8433, 8570, 8571, 8572, 8577, 8578, 8579, 8580, 8827, 8828, 8892, 8993, and 9067.
Formed: November 2, 1999
1,924 parcels
Each of the 1,999 units at build-out will be assessed an equal share of the total assessment.
The maximum rate for this zone was set at $200.00 per EDU. However the maximum rate
was decreased to $190.00 per EDU in FY2001-02 due to the formation of a separate Benefit
Parking District.
Maximum Rate: $190.00 per EDU
FY2013-14 Rate: $125.00 per EDU
Zone 63 (Parkway Estates – North Richmond Area) Tract 7903
Formed: October 27, 1997
87 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment.
FY2013-14 Rate: $230.00 per EDU
Zone 64 (California Reflections – Pinole Area) Tract 7661
Formed: January 9, 1996
31 Parcels
Each of the parcels located within this zone will be assessed an equal share of the total
assessment.
Maximum Rate: $300.00 per EDU
FY2013-14 Rate: $250.00 per EDU
Zone 68 (Wendt Ranch – Danville Area) Tract 8002
Formed: October 10, 2000
Modified: Fiscal Year 2005-06
125 Parcels at buildout
Each of the 125 parcels at build-out located in this zone will be assessed an equal share of the
total assessment. The maximum rate for FY2013-14 is $300.00 per EDU. However, this area
is currently maintained by a Homeowner’s Association, so therefore the rate for FY2013-14
has been set at $10.00 per EDU to cover administrative costs.
Maximum Rate: $300.00 per EDU
FY2013-14 Rate: $10.00 per EDU
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART D
ccc1314_PER.docx - 31 - Francisco & Associates, Inc.
Zone 69 (Alamo Creek – Danville Area) Tract 8382, & 8381
Formed: June 12, 2006
679 single family, 127 townhomes and 120 unit senior housing at build out
Each of the parcels located within this zone are assessed an equal share of the total
assessment. Single family parcels are assessed at 1.00 EDU/parcel, townhomes are assessed
at 0.50 EDU/parcel and the senior housing is assessed at 0.50 EDU/unit. It is estimated that
at build out of the zone the total amount needed to maintain the public improvements for
Zone 69 on an annual basis is $853,185.90 (FY2006-07 dollars).
(679 single family units * 1.00 EDU) + (127 townhomes * 0.50) + (120 senior units * 0.50) =
802.50 EDUs
$853,185.90 divided by 802.50 EDUs = $1,063.16/EDU
The maximum assessment rate was set in Fiscal Year 2006-07 at $1,063.16 per EDU with an
allowance for a minimum of a 2% CPI increase each fiscal year which is based upon the San
Francisco Bay Area All Urban Consumers as of June, 2006 (209.1).
The February 2013 CPI Index is 242.68, therefore the maximum rate for FY2013-14 is
$1,233.88 per EDU. However, this area is currently maintained by a Homeowner’s
Association, so therefore the rate for FY2013-14 has been set at $10.00 per EDU to cover
administrative costs.
Maximum Rate: $1,233.88 per EDU
FY2013-14 Rate: $10.00 per EDU
Zone 70 (Intervening Properties – Danville Area) Tract 8331
Formed: October 4, 2005
378 single family parcels and 96 apartment units at build out
Each of the parcels located within this zone is assessed an equal share of the total annual
assessment. Single family parcels are assessed at 1.00 EDU/parcel, and the apartment
complex is assessed at 0.50 EDU/unit.
The maximum assessment rate was set in Fiscal Year 2005-06 at $315.00 per EDU with an
allowance for a minimum of a 2% CPI increase each fiscal year which is based upon the San
Francisco Bay Area All Urban Consumers as of June, 2005 (201.20).
The February 2013 CPI Index is 242.68, therefore the maximum rate for FY2013-14 is $379.95
per EDU. The rate for FY2013-14 has been set at $140.00 per EDU.
Maximum Rate: $379.95 per EDU
FY2013-14 Rate: $140.00 per EDU
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART D
ccc1314_PER.docx - 32 - Francisco & Associates, Inc.
Zone 71 (Diablo Vista Ballfields – Danville Area) Tract 8331, 8381, & 8382
Formed: October 4, 2005
1,054 single family parcels at build out
Each of the parcels located within this zone will be assessed an equal share of the total
annual assessment.
Zone 71 was annexed in FY2005-06 and the maximum assessment rate was set at $80.00 per
EDU with an allowance for a CPI increase each fiscal year which is based upon the San
Francisco Bay Area All Urban Consumers as of June 2005 (201.20). Zone 71 was created per
a Settlement Agreement (January 27, 2004) with the Town of Danville, Contra Costa
County, the San Ramon Valley Unified School District, and the Integrated Project
Developers. Each year the revenue will be collected and used to provide for the maintenance
of the ballfields. Approximately $5.00/EDU each year will be used to cover administrative
costs associated with levying the assessment. The February 2013 CPI Index is 242.68,
therefore the maximum rate for FY2013-14 is $96.50 per EDU.
Maximum Rate: $96.50 per EDU
FY2013-14 Rate: $96.50 per EDU
Zone 74 (Bella Flora – Richmond Area) Subdivisions 8755 & 9293 (old 8938)
Formed: June 12, 2006 (Resolution 2006/370)
173 single family parcels at build out
Annexation: January 8, 2008 (Subd. 9293 “old 8938”)
355 Parcels
Each of the parcels within this zone is assessed an equal share of the total assessment for this
zone. Single family parcels are assessed at 1.00 EDU/parcel, condominiums and townhomes
are assessed 0.75 EDU/unit. It is estimated that at build out of the zone the total amount
needed to maintain the public improvements for Zone 74 on an annual basis is $260,250
(FY2007-08 dollars).
(173 single family units * 1.00 EDU) + (95 single family units * 1.00 EDU) + (120 townhome
units * 0.75 EDU) + (140 condominium units * 0.75 EDU) = 463.00 EDUs
The maximum assessment rate was set at $550.00 per EDU with an allowance for a
minimum of a 2% CPI increase each fiscal year which is based upon the San Francisco Bay
Area All Urban Consumers as of June, 2006 (209.1). The February 2013 CPI Index is 242.68,
therefore the maximum rate for FY2013-14 is $638.33 per EDU.
Maximum Rate: $638.33 per EDU
FY2013-14 Rate: $340.00 per EDU (Subd 8755)
FY2013-14 Rate: $0.00 per EDU (Subd 9293 “old 8938”)
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART D
ccc1314_PER.docx - 33 - Francisco & Associates, Inc.
Zone 75 (Belmont Terrace – Pacheco Area) Tracts 8984, 8967 and a commercial parcel
Formed: February 27, 2007
Annexation: Subdivision 8967 (89 Courtyard units and 1 commercial parcel), May 13, 2008
217 courtyard units + commercial parcel at build out
It is anticipated that Zone 75 will consist of 217 courtyard homes and 0.96 acres of
commercial land at build out. Each of the parcels located within this zone will be assessed
their benefiting share of the total assessment for this zone. The courtyard homes are
classified as a townhomes per the County Assessor and parcels are assessed at 0.75
EDU/parcel. The 0.96 acre commercial parcel is assessed 1.00 EDU based on its acreage. It is
estimated that at build out of the Zone the total amount needed to maintain the public
improvements for Zone 75 on an annual basis is $42,525.88 (FY2008-09 dollars).
(217 courtyard units *0.75 EDU/unit) = 162.75 EDUs
(0.96 commercial acres) = 1.00 EDU
The maximum assessment rate was set at $254.11 per EDU with an allowance for a minimum
of a 2% CPI increase each fiscal year which is based upon the San Francisco Bay Area All
Urban Consumers as of June, 2006 (209.1). The February 2013 CPI Index is 242.68, therefore
the maximum rate for FY2013-14 is $294.90 per EDU. However, this area is currently
maintained by a Homeowner’s Association, so therefore the rate for FY2013-14 has been set
at $10.00 per EDU to cover administrative costs.
Maximum Rate: $294.90 per EDU
FY2013-14 Rate: $10.00 per EDU
Contra Costa County SECTION III
Countywide Landscaping District (LL-2) FY2013-14 PART E
ccc1314_PER.docx - 34 - Francisco & Associates, Inc.
PART E
PROPERTY OWNER LIST & ASSESSMENT ROLL
A list of the names and addresses of the owners of all parcels within this District is shown on
the last equalized Property Tax Roll of the Contra Costa County Assessor, which by reference is
hereby made a part of this report. This list is keyed to the Assessor's parcel numbers as shown
on the Assessment Roll referenced herein and is on file in the Office of the Contra Costa County
Clerk of the Board of Supervisors.
The proposed assessment and the amount of assessment for Fiscal Year 2013-14 apportioned to
each lot or parcel, as shown on the latest roll at the Assessor's Office, are contained in the
Assessment Roll, which is on file in the Office of the Contra Costa County Clerk of the Board of
Supervisors and the Contra Costa County Public Works Department.
The description of each lot or parcel is part of the records of the Contra Costa County Assessor
and these records are, by reference, made part of this Report, and are shown in Appendix “C”.
The total proposed assessment for the 2013-14 Fiscal Year is $1,332,378.45.
Contra Costa County
Countywide Landscaping District (LL-2) FY2013-14 APPENDIX A
ccc1314_PER.docx Francisco & Associates, Inc.
APPENDIX A
DETAILED PROJECT COST BREAKDOWN
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity: LL2 Zones 1, 2 & 4 / Fund 2830 (LYNBROOK DEVELOPMENT - BAY POINT)
Maximum assessment is: $76.16 / EDU
FY 2013-14 Assessments @ $76.16 / EDU
FY 2013-14 Assessments @ $38.08 / MFR Unit
865.50 EDUs
685 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 ($223,367.00) ($222,853.32)
Revenues:
Taxes and assessments (9895) $65,916.48 $65,916.48
Interfund Rev.-Gov/Gov (9851)
Earnings on Investment (9181) $0.00 $0.00
Total Revenue Available:($157,450.52) ($156,936.84)
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)WO5407 ($833.00)($833.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5455 ($9,725.00)($9,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5455 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5455 ($15,999.00)($17,000.00)
Professional Services (Non-County Staff) (2310)WO5407 ($1,346.37)($1,347.91)
Professional Services (County Staff) (5011)WO5407 ($1,695.43)($1,697.37)
Playground Inspection (5011)WO5423 $0.00 $0.00
Vandalism/Incidentals (Task L99)WO5406 ($1,001.00)$0.00
Lynbrook Park*WO5455 ($34,803.00)($37,583.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 $0.00
Total Expenditures:($65,402.80) ($67,461.28)
Balance Forward to Ensuing Year ($222,853.32)($224,398.12)
*Please Note: Per the June 26, 2012 JEPA between Contra Costa County and Ambrose Recreation & Park District,
Ambrose Recreation & Park District is responsible for Lynbrook Park.
apxA_1314budgets_per.xlsx - Z_01,2,4 A - 1
4/18/2013
Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 3 / Fund 2831 (HICKORY MEADOWS - BAY POINT)
Maximum assessment is: $180.08 / EDU
FY 2013-14 Assessments @ $180.08 / EDU
78.00 EDUs
78 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 ($27,663.00) ($19,434.66)
Revenues:
Taxes and assessments (9895) $14,046.24 $14,046.24
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $0.00 $0.00
Total Revenue Available:($13,616.76) ($5,388.42)
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00
Tax & Assessment Fees (3530)WO5408 ($316.00)($316.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5457 ($534.00)$0.00
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5457 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5457 ($344.00)$0.00
Professional Services (Non-County Staff) (2310)WO5408 ($286.90)($287.23)
Professional Services (County Staff) (5011)WO5408 ($500.00)($500.00)
Playground Inspection (5011)WO5459 $0.00 $0.00
Vandalism/Incidentals (Task L99)WO5412 $0.00 $0.00
Hickory Meadows Park*WO5457 ($3,837.00)($4,143.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 $0.00
Total Expenditures:($5,817.90) ($5,246.23)
Balance Forward to Ensuing Year ($19,434.66)($10,634.65)
*Please Note: Per the June 26, 2012 JEPA between Contra Costa County and Ambrose Recreation & Park District,
Ambrose Recreation & Park District is responsible for Hickory Meadows Park.
apxA_1314budgets_per.xlsx - Z_03 A - 2 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 5 / Fund 2824 (PACHECO BEAUTIFICATION - PACHECO (UNINCORPORATED))
Maximum assessment is: $58.41 / EDU
FY 2013-14 Assessments @ $58.41 / EDU
887.73 EDUs
908 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $30,487.00 $43,716.69
Revenues:
Taxes and assessments (9895)$50,601.24 $51,852.31
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$0.00 $0.00
Total Revenue Available:$81,088.24 $95,569.00
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($1,022.00) ($1,100.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5534 ($2,283.00) ($2,300.00)
Other Special Departmental (2250)($72.00)($100.00)
Grounds Maintenance - (out of house, contractor) (2282)$0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5534 ($28,695.00) ($37,000.00)
Professional Services (Non-County Staff) (2310)WO5533 ($1,033.55) ($1,060.32)
Professional Services (County Staff) (5011)WO5533 ($4,266.00) ($6,000.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5537 $0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 ($22,351.00)
Pacheo Trail Aspen Dr.WO5033 $0.00 $0.00
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 ($25,657.68)
Total Expenditures:($37,371.55) ($95,569.00)
Balance Forward to Ensuing Year $43,716.69 ($0.00)
CPI
Info.
Date Actual CPI Increase Rate
Jun-02 193.20 $46.50
Feb-12 236.88 3.00%$57.01
Feb-13 242.68 2.45%$58.41
apxA_1314budgets_per.xlsx - Z_05 A - 3 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 7 / Fund 2834 (PLEASANT HILL/BART - CONCORD AREA)
Maximum assessment is: $16.12 / SFR Parcel
FY 2013-14 Assessments @ $16.12 / SFR Parcel
FY 2013-14 Assessments @ $0.0291708 / SQ FT
251 Parcels
Work Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $22,438.62 $9,895.20
Revenues:
Taxes and assessments (9895)$81,449.74 $81,449.74
Interfund Rev.-Gov/Gov (9851)$57,000.00 $57,000.00
Earnings on Investment (9181)$0.00 $0.00
Total Revenue Available:$160,888.36 $148,344.94
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($463.35)($464.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)($50.00)($250.00)
Utilities - Water & Electricity (2120)WO5405/5203 ($53,000.00) ($53,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5405/5203 ($54,682.90) ($77,000.00)
Grounds Maintenance - (in house) (3620)WO5438 $0.00 $0.00
Professional Services (Non-County Staff) (2310)WO5411/5415 ($1,663.64)($1,665.55)
Professional Services (County Staff) (5011)WO5411/5415 ($4,368.27)($9,000.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5410 $0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects ($36,765.00)($6,965.39)
Operating Reserves (50% of Revenue)$0.00 $0.00
Total Expenditures:($150,993.16) ($148,344.94)
Balance Forward to Ensuing Year $9,895.20 $0.00
apxA_1314budgets_per.xlsx - Z_07 A - 4 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 10 / Fund 2836 (VIEWPOINTE - BAY POINT AREA)
Maximum assessment is: $151.86 / EDU
FY 2013-14 Assessments @ $151.86 / EDU
119.00 EDUs
119 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 ($138,912.00) ($138,150.77)
Revenues:
Taxes and assessments (9895)$18,071.34 $18,071.34
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$0.00 $0.00
Total Revenue Available:($120,840.66) ($120,079.43)
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($418.00)($420.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5429 ($2,906.00) ($2,500.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5429 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5429 ($10,000.00) ($10,000.00)
Professional Services (Non-County Staff) (2310)WO5417 ($369.11)($369.54)
Professional Services (County Staff) (5011)WO5417 ($590.00) ($1,500.00)
Playground Inspection (5011)WO5425 $0.00 $0.00
Vandalism/Incidentals (Task L99)WO5537 ($953.00)$0.00
Viewpointe Park*($2,074.00) ($2,240.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 $0.00
Total Expenditures:($17,310.11) ($17,029.54)
Balance Forward to Ensuing Year ($138,150.77) ($137,108.97)
*Please Note: Per the June 26, 2012 JEPA between Contra Costa County and Ambrose Recreation & Park District,
Ambrose Recreation & Park District is responsible for Viewpoint Park.
apxA_1314budgets_per.xlsx - Z_10 A - 5 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 11 / Fund 2839 (HILLTOP COMMONS - SAN PABLO AREA)
Maximum assessment is: $6,000.00 / EDU
FY 2013-14 Assessments @ $6,000.00 / EDU
1.00 EDUs
1 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $3,155.00 $5,457.45
Revenues:
Taxes and assessments (9895)$6,000.00 $6,000.00
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$0.00 $0.00
Total Revenue Available:$9,155.00 $11,457.45
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($251.00)($251.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5430 $0.00 $0.00
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5430 ($1,824.00) ($2,000.00)
Grounds Maintenance - (in house) (3620)WO5430 $0.00 $0.00
Professional Services (Non-County Staff) (2310)WO5418 ($122.55)($122.69)
Professional Services (County Staff) (5011)WO5418 ($1,500.00) ($2,000.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5205 $0.00 ($1,000.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 ($3,083.76)
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 ($3,000.00)
Total Expenditures:($3,697.55) ($11,457.45)
Balance Forward to Ensuing Year $5,457.45 $0.00
apxA_1314budgets_per.xlsx - Z_11 A - 6 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 17 / Fund 2844 (SHADOW CREEK - CAMINO TASSAJARA)
Maximum assessment is: $150.00 / EDU
FY 2013-14 Assessments @ $150.00 / EDU
477.00 EDUs
477 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $111,928.00 $129,608.23
Revenues:
Taxes and assessments (9895)$71,550.00 $71,550.00
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$89.00 $0.00
Total Revenue Available:$183,567.00 $201,158.23
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($655.00)($656.00)
Interfund Exp - (County Counsel) (3611)($2.00)$0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5458 ($14,000.00) ($15,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5458 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5458 ($36,000.00) ($50,000.00)
Professional Services (Non-County Staff) (2310)WO5456 ($1,461.44)($1,463.11)
Professional Services (County Staff) (5011)WO5456 ($1,840.33) ($1,842.43)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5268 $0.00 ($2,500.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 ($93,921.69)
Operating Reserves (50% of Revenue)$0.00 ($35,775.00)
Total Expenditures:($53,958.77) ($201,158.23)
Balance Forward to Ensuing Year $129,608.23 $0.00
apxA_1314budgets_per.xlsx - Z_17 A - 7 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 18 / Fund 2843 (PACHECO MANOR)
Maximum assessment is: $175.94 / EDU
FY 2013-14 Assessments @ $175.94 / EDU
22.00 EDUs
22 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 ($10,430.00) ($8,247.38)
Revenues:
Taxes and assessments (9895)$3,870.68 $3,870.68
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$0.00 $0.00
Total Revenue Available:($6,559.32) ($4,376.70)
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($269.00)($269.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5446 ($240.00)($700.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5446 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5446 ($1,000.00) ($1,000.00)
Professional Services (Non-County Staff) (2310)WO5445 ($79.06)($79.15)
Professional Services (County Staff) (5011)WO5445 ($100.00)($250.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5465 $0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 $0.00
Total Expenditures:($1,688.06) ($2,298.15)
Balance Forward to Ensuing Year ($8,247.38) ($6,674.85)
apxA_1314budgets_per.xlsx - Z_18 A - 8 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 19 / Fund 2849 (HIDDEN POND - RELIEZ VALLEY)
Maximum assessment is: $200.00 / EDU
FY 2013-14 Assessments @ $200.00 / EDU
130.00 EDUs
130 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $55,363.61 $38,595.79
Revenues:
Taxes and assessments (9895)$26,000.00 $26,000.00
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$44.64 $0.00
Total Revenue Available:$81,408.25 $64,595.79
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($361.00)($361.00)
Interfund Exp - (County Counsel) (3611)($2.00)($2.00)
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5452 ($5,000.00) ($4,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5452 ($1,280.00) ($1,280.00)
Grounds Maintenance - (in house) (3620)WO5452 ($15,000.00) ($25,000.00)
Professional Services (Non-County Staff) (2310)WO5471 ($531.06)($531.67)
Professional Services (County Staff) (5011)WO5471 ($2,500.00) ($2,000.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5467 ($964.63)($750.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects ($17,173.77) ($17,671.12)
Capital Replacement Project (Hidden Pond Road Landscape)$0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 ($13,000.00)
Total Expenditures:($42,812.46) ($64,595.79)
Balance Forward to Ensuing Year $38,595.79 $0.00
apxA_1314budgets_per.xlsx - Z_19 A - 9 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 21 / Fund 2846 (KENSINGTON AREA)
Maximum assessment is: $13.66 / EDU
FY 2013-14 Assessments @ $13.66 / EDU
2,241.21 EDUs
2,253 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 ($19,540.76) ($7,417.65)
Revenues:
Taxes and assessments (9895) $30,614.42 $30,614.42
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $0.00 $0.00
Total Revenue Available:$11,073.66 $23,196.77
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($2,166.00) ($2,200.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5451 ($1,200.00) ($1,400.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5451 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5451 ($13,500.00) ($13,500.00)
Professional Services (Non-County Staff) (2310)WO5442 ($625.31)($626.03)
Professional Services (County Staff) (5011)WO5442 ($1,000.00) ($1,500.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5466 $0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects WO5034 $0.00 ($3,970.74)
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 $0.00
Total Expenditures:($18,491.31) ($23,196.77)
Balance Forward to Ensuing Year ($7,417.65)$0.00
apxA_1314budgets_per.xlsx - Z_21 A - 10 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 22 / Fund 2857 (SEABREEZE - BAY POINT AREA)
Maximum assessment is: $290.00 / EDU
FY 2013-14 Assessments @ $290.00 / EDU
153.00 EDUs
137 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $1,699.00 $7,126.73
Revenues:
Taxes and assessments (9895)$44,370.00 $44,370.00
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$0.00 $0.00
Total Revenue Available:$46,069.00 $51,496.73
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($366.00)($367.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5463 ($8,000.00) ($7,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5463 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5463 ($23,670.00) ($25,500.00)
Professional Services (Non-County Staff) (2310)WO5414 ($906.27)($907.31)
Professional Services (County Staff) (5011)WO5414 ($6,000.00) ($2,500.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5206 $0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 ($10,000.00)
Operating Reserves (50% of Revenue)$0.00 ($5,222.42)
Total Expenditures:($38,942.27) ($51,496.73)
Balance Forward to Ensuing Year $7,126.73 $0.00
apxA_1314budgets_per.xlsx - Z_22 A - 11 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 27 / Fund 2855 (BETTENCOURT RANCH AND SOMERSET - CAMINO TASSAJARA)
Maximum Assessment is $150.00 / EDU
FY 2013-14 Assessments @ $150.00 / EDU
421.00 EDUs
Subzone "A" FY 2013-14 Assessments @ $105.68 / EDU
Subzone "A" EDU's 150.00 EDUs
Work Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $2,197.00 ($1,317.65)
Revenues:
Taxes and assessments (9895)$79,002.00 $79,002.00
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$0.00 $0.00
Total Revenue Available:$81,199.00 $77,684.35
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($735.00)($736.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5444 ($35,000.00) ($35,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5444 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5444 ($42,168.00) ($40,000.00)
Professional Services (Non-County Staff) (2310)WO5433 ($1,613.65)($1,615.49)
Professional Services (County Staff) (5011)WO5433 ($3,000.00) ($3,500.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5461 $0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 $0.00
Total Expenditures:($82,516.65) ($80,851.49)
Balance Forward to Ensuing Year ($1,317.65) ($3,167.14)
apxA_1314budgets_per.xlsx - Z_27 A - 12 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 35 / Fund 2881 (SANDY COVE - DISCOVERY BAY AREA)
Maximum Assessment is $1,761.35 / Acre
FY 2013-14 Assessments @ $1,761.35/Acre
13.92 Acres
9 Parcels
Account
Codes
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $175,144.00 $177,614.32
Revenues:
Taxes and assessments (9895)$23,932.32 $24,517.99
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$89.00 $0.00
Total Revenue Available:$199,165.32 $202,132.31
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($258.00)($258.00)
Interfund Exp - (County Counsel) (3611)($1.00)($1.00)
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5449 ($150.00)($150.00)
Other Special Departmental (2250)($700.00)($775.00)
Grounds Maintenance - (out of house, contractor) (2282)WO5449 ($6,000.00) ($10,000.00)
Grounds Maintenance - (in house) (3620)WO5449 $0.00 $0.00
Professional Services (Non-County Staff) (2310)WO5586 ($3,700.00) ($3,830.00)
Professional Services (County Staff) (5011)WO5586 ($1,892.00) ($2,000.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5450 $0.00 ($500.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 ($132,066.00)
Capital Replacement Projects ($8,850.00) ($40,000.00)
Operating Reserves (50% of Revenue)$0.00 ($12,552.31)
Total Expenditures:($21,551.00) ($202,132.31)
Balance Forward to Ensuing Year $177,614.32 $0.00
CPI
Info.
Date Actual CPI Increase Rate
Feb-03 197.70 $1,434.92
Feb-11 229.98 1.70% $1,669.21
Feb-12 236.88 3.00% $1,719.28
apxA_1314budgets_per.xlsx - Z_35 A - 13 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 36 / Fund 2852 (ALAMO AREA)
Maximum assessment is: $9.36 / SFR Parcel
FY 2013-14 Assessments @ $9.36 / SFR Parcel
FY 2013-14 Assessments @ $4.68 / MFR Unit
5,365.07 EDUs
5,493 Parcels
Work Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $4,111.00 $11,205.75
Revenues:
Taxes and assessments (9895) $50,212.36 $50,217.06
Imterfund Rev.-Gov/Gov (9851) $871.00 $0.00
Boulevard of Trees (9660) $0.00 $0.00
Total Revenue Available:$55,194.36 $61,422.81
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($4,918.00) ($5,000.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5548 ($6,072.00) ($6,200.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2281, 2282,
2310)WO5498, 5548 ($5,736.00)($1,030.00)
Grounds Maintenance - (in house) (3620, 3622)WO5498, 5548 ($21,433.00) ($25,000.00)
Professional Services (Non-County Staff) (2310)WO5498 ($1,025.61)($1,026.88)
Professional Services (County Staff) (5011)WO5498, 5490 ($4,804.00) ($5,000.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)$0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 ($18,000.00)
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 ($165.93)
Total Expenditures:($43,988.61) ($61,422.81)
Balance Forward to Ensuing Year $11,205.75 ($0.00)
apxA_1314budgets_per.xlsx - Z_36 A - 14 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 37 / Fund 2853 (CLYDE AREA)
Maximum assessment is: $41.76 / SFR Parcel
FY 2013-14 Assessments @ $41.76 / SFR Parcel
FY 2013-14 Assessments @ $20.88 / MFR Unit
276.59 EDUs
287 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 ($11,677.47) ($12,945.44)
Revenues:
Taxes and assessments (9895) $11,529.52 $11,529.52
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $0.00 $0.00
Total Revenue Available:($147.95)($1,415.92)
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($493.00)($494.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5522 ($6,000.00)($4,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5522 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5522 ($4,033.00)($4,800.00)
Professional Services (Non-County Staff) (2310)WO5521 ($235.49)($235.76)
Professional Services (County Staff) (5011)WO5521 ($2,000.00)($1,036.00)
Playground Inspection (5011)WO5136 ($36.00)$0.00
Vandalism/Incidentals (Task L99)WO5517 $0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 $0.00
Total Expenditures:($12,797.49) ($10,565.76)
Balance Forward to Ensuing Year ($12,945.44)($11,981.68)
apxA_1314budgets_per.xlsx - Z_37 A - 15 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 38 / Fund 2854 (RODEO AREA)
Maximum Assessment is $32.04 / EDU
FY 2013-14 Assessments Subzone A @ $32.04 / EDU
FY 2013-14 Assessments Subzone B @ $27.24 / EDU
EDU's for Subzone A 1,682.11 EDUs
EDU's for Subzone B 1,121.00 EDUs
2,556 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $9,727.00 $22,330.47
Revenues:
Taxes and assessments (9895) $84,526.96 $84,430.84
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $0.00 $0.00
Total Revenue Available:$94,253.96 $106,761.31
Expenditures:
Office Expense (2100)($60.00) ($60.00)
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($2,425.00) ($2,425.00)
Interfund Exp - (County Counsel) (3611)($500.00) ($500.00)
General Services Occupancy Cost (3619)($15,309.00) ($15,309.00)
Utilities - Water & Electricity (2120)WO5524 ($13,001.00) ($13,001.00)
Other Special Departmental (2250)($2,430.00) ($2,430.00)
Grounds Maintenance - (out of house, contractor) (2282) WO5524 ($20,140.00) ($20,140.00)
Grounds Maintenance - (in house) (3620)WO5524 ($1,584.00) ($1,584.00)
Professional Services (Non-County Staff) (2310)WO5523 ($1,726.49) ($1,726.51)
Professional Services (County Staff) (5011)WO5523 ($14,748.00) ($14,748.00)
Playground Inspection (5011)WO5543 $0.00 ($500.00)
Vandalism/Incidentals (Task L99)
WO5596/
WO5243 $0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects*$0.00 ($5,000.00)
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 ($29,337.80)
Total Expenditures:($71,923.49) ($106,761.31)
Balance Forward to Ensuing Year $22,330.47 $0.00
apxA_1314budgets_per.xlsx - Z_38 A - 16 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 42 / Fund 2867 (CALIFORNIA SKYLINE - PHASE I & II - BAY POINT AREA)
Maximum assessment is: $210.00 / EDU
FY 2013-14 Assessments @ $210.00 / EDU
343.00 EDUs
343 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $60,302.00 $33,577.97
Revenues:
Taxes and assessments (9895) $60,025.00 $72,030.00
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $45.00 $0.00
Total Revenue Available:$120,372.00 $105,607.97
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)WO5011 ($676.00)($676.00)
Interfund Exp - (County Counsel) (3611)($2.00)($2.00)
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5012 ($15,000.00) ($15,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5012 ($3,000.00) ($3,000.00)
Grounds Maintenance - (in house) (3620)WO5012 ($28,000.00) ($50,000.00)
Professional Services (Non-County Staff) (2310)WO5240 ($1,226.03) ($1,227.44)
Professional Services (County Staff) (5011)WO5011 ($5,500.00) ($3,000.00)
Playground Inspection (5011)WO5493 $0.00 $0.00
Vandalism/Incidentals (Task L99)WO5242 $0.00 ($1,000.00)
Boeger Park*WO5012 ($4,213.00) ($4,550.00)
Tradewinds Park*WO5012 ($2,697.00) ($2,912.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects ($26,480.00)$0.00
Operating Reserves (50% of Revenue)$0.00 ($24,240.53)
Total Expenditures:($86,794.03) ($105,607.97)
Balance Forward to Ensuing Year $33,577.97 $0.00
*Please Note: Per the June 26, 2012 JEPA between Contra Costa County and Ambrose Recreation & Park District,
Ambrose Recreation & Park District is responsible for Boeger and Tradewinds Park.
apxA_1314budgets_per.xlsx - Z_42 A - 17 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 45 / Fund 2869 (ALAMO VILLAS)
Maximum assessment is: $120.00 / EDU
FY 2013-14 Assessments @ $120.00 / EDU
10.00 EDUs
10 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 ($6,224.00) ($5,716.51)
Revenues:
Taxes and assessments (9895) $1,200.00 $1,200.00
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $0.00 $0.00
Total Revenue Available:($5,024.00) ($4,516.51)
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($259.00)($260.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)$0.00 $0.00
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5016 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5016 ($200.00)($500.00)
Professional Services (Non-County Staff) (2310)WO5015 ($24.51)($24.54)
Professional Services (County Staff) (5011)WO5015 ($209.00)($140.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5010 $0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 $0.00
Total Expenditures:($692.51)($924.54)
Balance Forward to Ensuing Year ($5,716.51)($5,441.05)
apxA_1314budgets_per.xlsx - Z_45 A - 18 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 48 / Fund 2872 (MRACK ROAD - CAMINO TASSAJARA)
Maximum assessment is: $490.00 / EDU
FY 2013-14 Assessments @ $490.00 / EDU
72.00 EDUs
72 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $18,358.00 $22,701.39
Revenues:
Taxes and assessments (9895) $35,280.00 $35,280.00
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $45.00 $0.00
Total Revenue Available:$53,683.00 $57,981.39
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($312.00)($312.00)
Interfund Exp - (County Counsel) (3611)($2.00)($2.00)
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5022 ($3,000.00) ($4,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5022 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5022 ($20,000.00) ($20,000.00)
Professional Services (Non-County Staff) (2310)WO5021 ($720.61)($721.43)
Professional Services (County Staff) (5011)WO5021 ($1,200.00) ($2,000.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5020 $0.00 ($1,000.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 ($3,747.00)
Capital Replacement Projects ($5,747.00) ($10,000.00)
Operating Reserves (50% of Revenue)$0.00 ($16,198.96)
Total Expenditures:($30,981.61) ($57,981.39)
Balance Forward to Ensuing Year $22,701.39 $0.00
apxA_1314budgets_per.xlsx - Z_48 A - 19 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 54 / Fund 2876 (ALAMO COUNTRY - ALAMO AREA)
Maximum assessment is: $345.41 / EDU
FY 2013-14 Assessments @ $345.41 / EDU
93.00 EDUs
93 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 ($418.00) $4,931.88
Revenues:
Taxes and assessments (9895)$31,355.88 $32,123.13
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$0.00 $0.00
Total Revenue Available:$30,937.88 $37,055.01
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)WO5062 ($329.00)($329.00)
Interfund Exp - (County Counsel) (3611)($871.00)($870.00)
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5063 ($6,665.00) ($6,200.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5063 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5063 ($14,749.00) ($17,000.00)
Professional Services (Non-County Staff) (2310)WO5062 ($641.00)($656.88)
Professional Services (County Staff) (5011)WO5062 ($2,751.00) ($4,000.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5064 $0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 ($7,999.13)
Total Expenditures:($26,006.00) ($37,055.01)
Balance Forward to Ensuing Year $4,931.88 $0.00
CPI
Info.
Date Actual CPI Increase Rate
Jun-02 193.20 $275.00
Feb-11 229.98 1.70% $327.34
Feb-12 236.88 3.00% $337.16
apxA_1314budgets_per.xlsx - Z_54 A - 20 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 57 / Fund 2877 (PACIFIC WATERWAYS - DISCOVERY BAY AREA)
Maximum assessment is: $231.00 / EDU
FY 2013-14 Assessments @ $231.00 / EDU
379.00 EDUs
379 Parcels
Account
Codes
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $189,493.00 $175,686.00
Revenues:
Taxes and assessments (9895) $87,549.00 $87,549.00
Interfund Rev. Gov/Gov (9851) $115.00 $0.00
Earnings on Investment (9181) $89.00 $0.00
Total Revenue Available:$277,246.00 $263,235.00
Expenditures:
Office Expense (2100)WO5557 ($250.00)($250.00)
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)WO5557 ($600.00)($600.00)
Interfund Exp - (County Counsel) (3611)WO5557 ($500.00)($500.00)
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5583 ($15,500.00) ($15,500.00)
Other Special Departmental (2250)($4,000.00) ($4,000.00)
Grounds Maintenance - (out of house, contractor) (2282)WO5583 ($39,000.00) ($39,000.00)
Grounds Maintenance - (in house) (3620)WO5583 $0.00 $0.00
Professional Services (Non-County Staff) (2310)WO5557 ($20,000.00) ($20,000.00)
Professional Services (County Staff) (5011)WO5557 ($7,699.00) ($7,699.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5576 $0.00 $0.00
Regatta Park Transfer WO5802 ($9,000.00) ($1,000.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects - Basket Ball Court ($5,011.00)$0.00
Capital Replacement Projects $0.00 ($130,911.00)
Operating Reserves (50% of Revenue)$0.00 ($43,775.00)
Total Expenditures:($101,560.00) ($263,235.00)
Balance Forward to Ensuing Year $175,686.00 $0.00
apxA_1314budgets_per.xlsx - Z_57 A - 21 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 61 / Fund 2833 (DISCOVERY BAY WEST)
Maximum Assessment is $190.00 / EDU
FY 2013-14 Assessments @ $125.00 / EDU
1,615.50 EDUs
1,924 Parcels
Work Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $814,992.00 $786,418.50
Revenues:
Taxes and assessments (9895)$201,937.50 $201,937.50
Interfund Rev. Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$0.00 $0.00
Total Revenue Available:$1,016,929.50 $988,356.00
Expenditures:
Office Expense (2100)($1,150.00) ($1,150.00)
Publications & Legal Notices (2190)($500.00)($500.00)
Interest on Notes & Warrants (3520)WO5043 $0.00 $0.00
Tax & Assessment Fees (3530)WO5043 ($1,900.00) ($1,900.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5441 ($42,000.00) ($42,000.00)
Other Special Departmental (2250)($7,500.00) ($7,500.00)
Grounds Maintenance - (out of house, contractor) (2282)WO5043 ($91,000.00) ($91,000.00)
Grounds Maintenance - (in house) (3620)WO5053 $0.00 $0.00
Professional Services (Non-County Staff) (2310)WO5441 ($40,000.00) ($40,000.00)
Professional Services (County Staff) (5011)WO5441 ($17,888.00) ($17,888.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5025 $0.00 $0.00
Slifer Park Transfer WO5802 ($21,000.00) ($2,000.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects WO5440 ($7,573.00)$0.00
Capital Replacement Projects $0.00 ($683,451.00)
Operating Reserves (50% of Revenue)$0.00 ($100,967.00)
Total Expenditures:($230,511.00) ($988,356.00)
Balance Forward to Ensuing Year $786,418.50 $0.00
Subdivision Total Units
Current Assessable
Units Revenue
Village 1(7686)57 57.00 $7,125.00 Started FY01-02
Village 1 (12 unit remainder, Parcel I)12 6.00 $750.00
Village 1(8143)77 77.00 $9,625.00 Started FY01-02
Village 1(8166)58 58.00 $7,250.00 Started FY01-02
Village 1(8167)71 71.00 $8,875.00 Started FY01-02
Village 2(8023)99 99.00 $12,375.00 Started FY02-03
Village 2(8428)80 80.00 $10,000.00 Started FY02-03
Village 2(8429)77 77.00 $9,625.00 Started FY02-03
Village 2(8430)44 44.00 $5,500.00 Started FY02-03
Village 2(8431)50 50.00 $6,250.00 Started FY02-03
Village 2(8432)55 55.00 $6,875.00 Started FY03-04
Village 2(8433)49 49.00 $6,125.00 Started FY03-04
Village 2 Senior Apartments 64 0.00 $0.00
Village 3(8570) 72 72.00 $9,000.00 Started FY04-05
Village 3 (8571) 97 97.00 $12,125.00 Started FY05-06
Village 3 (8572) 88 88.00 $11,000.00 Started FY05-06
Village 3 (8577) 110 109.50 $13,687.50 Started FY05-06
Village 3 (8578) 47 47.00 $5,875.00 Started FY05-06
Village 3 (8579) 92 92.00 $11,500.00 Started FY05-06
Village 4(8580) 131 91.00 $11,375.00 Started FY05-06
Village 4(8827) 137 78.00 $9,750.00 Started FY05-06
Village 5(8828) 92 48.00 $6,000.00 Started FY06-07
Village 5(8992) 148 74.00 $9,250.00 Started FY07-08
Village 5(8993) 145 72.50 $9,062.50 Started FY07-08
Village 5(9067) 47 23.50 $2,937.50 Started FY07-08
Total 1,999 1,615.50 $201,937.50
apxA_1314budgets_per.xlsx - Z_61 A - 22 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 63 / Fund 2815 (PARKWAY ESTATES - NORTH RICHMOND AREA)
Maximum assessment is: $230.00 / EDU
FY 2013-14 Assessments @ $230.00 / EDU
87.00 EDUs
87 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $68,376.00 $63,503.29
Revenues:
Taxes and assessments (9895) $20,010.00 $20,010.00
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $89.00 $0.00
Total Revenue Available:$88,475.00 $83,513.29
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($324.00)($324.00)
Interfund Exp - (County Counsel) (3611)($2.00)($2.00)
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5404 ($600.00)($600.00)
Other Special Departmental (2250)($8,715.00)$0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5404 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5404 ($11,000.00) ($15,000.00)
Professional Services (Non-County Staff) (2310)WO5403 ($408.71)($409.18)
Professional Services (County Staff) (5011)WO5403 ($3,500.00) ($3,000.00)
Playground Inspection (5011)WO5401 ($100.00)($200.00)
Vandalism/Incidentals (Task L99)WO5437 ($322.00)($784.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects WO5402 $0.00 $0.00
Capital Replacement Projects $0.00 ($63,194.11)
Operating Reserves (50% of Revenue)$0.00 $0.00
Total Expenditures:($24,971.71) ($83,513.29)
Balance Forward to Ensuing Year $63,503.29 $0.00
apxA_1314budgets_per.xlsx - Z_63 A - 23 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 64 / Fund 2864 (CALIFORNIA REFLECTIONS - PINOLE AREA)
Maximum assessment is: $300.00 / EDU
FY 2013-14 Assessments @ $250.00 / EDU
31.00 EDUs
31 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $57,420.00 $57,327.70
Revenues:
Taxes and assessments (9895) $7,750.00 $7,750.00
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $45.00 $0.00
Total Revenue Available:$65,215.00 $65,077.70
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($277.00)($280.00)
Interfund Exp - (County Counsel) (3611)($2.00)($2.00)
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5104 ($450.00) ($1,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5104 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5104 ($6,000.00) ($7,000.00)
Professional Services (Non-County Staff) (2310)WO5103 ($158.30)($158.48)
Professional Services (County Staff) (5011)WO5103 ($1,000.00)($500.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5102 $0.00 ($1,000.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 ($25,000.00)
Capital Replacement Projects $0.00 ($26,262.22)
Operating Reserves (50% of Revenue)$0.00 ($3,875.00)
Total Expenditures:($7,887.30) ($65,077.70)
Balance Forward to Ensuing Year $57,327.70 $0.00
apxA_1314budgets_per.xlsx - Z_64 A - 24 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 68 / Fund 2882 (WENDT RANCH - DANVILLE AREA)
Maximum assessment is: $300.00 / EDU
FY 2013-14 Assessments @ $10.00 / EDU
125.00 EDUs
125 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $9,805.00 $10,172.47
Revenues:
Taxes and assessments (9895) $1,250.00 $1,250.00
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $0.00 $0.00
Total Revenue Available:$11,055.00 $11,422.47
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($357.00)($360.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)$0.00 $0.00
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282)$0.00 $0.00
Grounds Maintenance - (in house) (3620)$0.00 $0.00
Professional Services (Non-County Staff) (2310)WO5066 ($25.53)($25.56)
Professional Services (County Staff) (5011)WO5066 ($500.00) ($2,500.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)$0.00 ($1,000.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 ($5,000.00)
Capital Replacement Projects $0.00 ($1,911.91)
Operating Reserves (50% of Revenue)$0.00 ($625.00)
Total Expenditures:($882.53) ($11,422.47)
Balance Forward to Ensuing Year $10,172.47 $0.00
*Please Note: There are parks and landscaping located in the interior sections of this Zone which are
planned to be owned and maintained by a Homeowners Association and therefore the maximum assessment
rate did not include these areas of maintenance and they are not the responsibility of LL-2.
apxA_1314budgets_per.xlsx - Z_68 A - 25 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 69 / Fund 2871 (ALAMO CREEK - DANVILLE AREA)
Maximum assessment is: $1,233.88 / EDU
FY 2013-14 Assessments @ $10.00 / EDU
569.82 EDUs
653 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $34,565.86 $38,847.67
Revenues:
Taxes and assessments (9895)$5,698.20 $5,698.20
Interfund Rev.-Gov/Gov (9851)$0.00 $0.00
Earnings on Investment (9181)$0.00 $0.00
Total Revenue Available:$40,264.06 $44,545.87
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($800.00)($800.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)$0.00 $0.00
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282)$0.00 $0.00
Grounds Maintenance - (in house) (3620)$0.00 $0.00
Professional Services (Non-County Staff) (2310)WO5526 ($116.39)($116.52)
Professional Services (County Staff) (5011)WO5526 ($500.00) ($2,500.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)$0.00 ($1,000.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 ($20,000.00)
Capital Replacement Projects $0.00 ($17,280.25)
Operating Reserves (50% of Revenue)$0.00 ($2,849.10)
Total Expenditures:($1,416.39) ($44,545.87)
Balance Forward to Ensuing Year $38,847.67 $0.00
CPI
Info.
Date Actual CPI Increase Rate
Jun-06 209.10 $1,063.16
Feb-11 229.98 1.70% $1,169.33
Feb-12 236.88 3.00% $1,204.41
Feb-13 242.68 2.45% $1,233.88
*Please Note: There are parks and landscaping located in the interior sections of this Zone, which are
currently owned and maintained by a Homeowners Association. However, the maximum assessment rate,
when established, included these interior sections as being maintained and operated by LL-2. Therefore if
the Homeowner’s Association fails to maintain these interior sections to County standards, the County may
take over maintenance of these areas and increase the assessment to it’s maximum allowable rate.
apxA_1314budgets_per.xlsx - Z_69 A - 26 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 70 / Fund 2885 (INTERVENING PROPERTIES - DANVILLE AREA)
Maximum assessment is: $379.95 / EDU
FY 2013-14 Assessments @ $140.00 / EDU
426.00 EDUs
379 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $51,848.00 $44,596.83
Revenues:
Taxes and assessments (9895) $59,640.00 $59,640.00
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $0.00 $0.00
Total Revenue Available:$111,488.00 $104,236.83
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($580.00)($580.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5289 ($13,000.00) ($13,000.00)
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5289 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5289 ($40,000.00) ($48,000.00)
Professional Services (Non-County Staff) (2310)WO5291 ($1,218.17) ($1,219.56)
Professional Services (County Staff) (5011)WO5291 ($2,000.00) ($2,500.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)WO5290 $0.00 ($1,500.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects ($10,093.00) ($7,617.27)
Operating Reserves (50% of Revenue)$0.00 ($29,820.00)
Total Expenditures:($66,891.17) ($104,236.83)
Balance Forward to Ensuing Year $44,596.83 $0.00
CPI
Info.
Date Actual CPI Increase Rate
Jun-05 201.20 $315.00
Feb-11 229.98 1.70% $360.07
Feb-12 236.88 3.00% $370.87
Feb-13 242.68 2.45% $379.95
*Please Note: There are parks and landscaping located in the interior sections of this Zone which are
planned to be owned and maintained by a Homeowners Association and therefore the maximum assessment
rate did not include these areas of maintenance and they are not the responsibility of LL-2.
apxA_1314budgets_per.xlsx - Z_70 A - 27 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 71 / Fund 2886 (DIABLO VISTA BALLFIELDS - DANVILLE AREA)
Maximum assessment is: $96.50 / EDU
FY 2013-14 Assessments @ $96.50 / EDU
853.00 EDUs
902 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $10,928.00 $10,782.55
Revenues:
Taxes and assessments (9895) $80,338.88 $82,314.50
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $0.00 $0.00
Total Revenue Available:$91,266.88 $93,097.05
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($1,009.00) ($1,009.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)$0.00 $0.00
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282)($75,768.00) ($75,563.00)
Grounds Maintenance - (in house) (3620)$0.00 $0.00
Professional Services (Non-County Staff) (2310)WO5237 ($1,640.95) ($1,683.23)
Professional Services (County Staff) (5011)WO5237 ($2,066.38) ($2,500.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)$0.00 $0.00
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 $0.00
Capital Replacement Projects $0.00 $0.00
Operating Reserves (50% of Revenue)$0.00 ($12,341.82)
Total Expenditures:($80,484.33) ($93,097.05)
Balance Forward to Ensuing Year $10,782.55 $0.00
CPI
Info.
Date Actual CPI Increase Rate
Jun-05 201.20 $80.00
Feb-11 229.98 1.70%$91.45
Feb-12 236.88 3.00%$94.19
Feb-13 242.68 2.45%$96.50
*Please Note: Per the December 15, 2009 Joint Exercise Powers Agreement between the Town of Danville, San Ramon Valley Unified
School District (SRVUSD) and Contra Costa County, SRVUSD is responsible for the maintenance of this area. Per the January 27, 2004
Settlement Agreement, all revenue (with the exception of Administration Costs) will be transferred to the entity responsible for the
actual maintenance of the Ballfields.
apxA_1314budgets_per.xlsx - Z_71 A - 28 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 74 / Fund 2875 (BELLA FLORA - RICHMOND AREA)
Maximum assessment is: $638.33 / EDU
FY 2013-14 Assessments @ $340.00 / EDU
178.00 EDUs
176 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $150,818.96 $163,255.36
Revenues:
Taxes and assessments (9895) $60,520.00 $60,520.00
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $89.29 $0.00
Total Revenue Available:$211,428.25 $223,775.36
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($400.00) ($400.00)
Interfund Exp - (County Counsel) (3611)($2.00)($2.00)
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)WO5486 ($3,000.00) ($3,500.00)
Other Special Departmental (2250)($434.75)$0.00
Grounds Maintenance - (out of house, contractor) (2282) WO5486 $0.00 $0.00
Grounds Maintenance - (in house) (3620)WO5486 ($40,000.00) ($47,000.00)
Professional Services (Non-County Staff) (2310)WO5487 ($1,236.14) ($1,237.56)
Professional Services (County Staff) (5011)WO5487 ($1,600.00) ($3,000.00)
Playground Inspection (5011)WO5150 ($500.00)$0.00
Vandalism/Incidentals (Task L99)WO5486 ($1,000.00) ($2,000.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 ($50,000.00)
Capital Replacement Projects $0.00 ($86,375.80)
Operating Reserves (50% of Revenue)$0.00 ($30,260.00)
Total Expenditures:($48,172.89) ($223,775.36)
Balance Forward to Ensuing Year $163,255.36 $0.00
CPI
Info.
Date Actual CPI Increase Rate
Jun-06 209.10 $550.00
Feb-11 229.98 1.70% $604.93
Feb-12 236.88 3.00% $623.08
Feb-13 242.68 2.45% $638.33
Land Use Type
No. of
Parcels EDU Rate
FY13-14
No. of EDU's
annex-FY07-08 SFR - Sub 9293 (old 8938) 95 1.00 5.00
annex-FY07-08 Townhomes - Sub 9293 (old 8938) 120 0.75 0.00
annex-FY07-08 Condominiums - Sub 9293 (old 8938) 140 0.75 0.00
existing SFR - Sub 8755 173 1.00 173.00
528 178.00
*Please Note: There are parks and landscaping located in the interior of Subdivision 8938 which are
planned to be owned and maintained by a Homeowners Association and therefore the maximum
assessment rate did not include these areas of maintenance and they are not the responsibility of LL-2.
apxA_1314budgets_per.xlsx - Z_74 A - 29 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY 2013-14 APPENDIX A
Special Districts Budget Worksheet
Entity:LL2 Zone 75 / Fund 2889 (BELMONT TERRACE - PACHECO AREA)
Maximum assessment is: $294.90 / EDU
FY 2013-14 Assessments @ $10.00 / EDU
163.75 EDUs
131 Parcels
Work
Orders
FY 2012-13
6 month actuals/
6 month
projections
FY 2013-14
Prop. Budget
Fund Balance as of June 30 $4,435.20 $4,177.25
Revenues:
Taxes and assessments (9895) $1,637.50 $1,637.50
Interfund Rev.-Gov/Gov (9851) $0.00 $0.00
Earnings on Investment (9181) $0.00 $0.00
Total Revenue Available:$6,072.70 $5,814.75
Expenditures:
Office Expense (2100)$0.00 $0.00
Publications & Legal Notices (2190)$0.00 $0.00
Interest on Notes & Warrants (3520)$0.00 $0.00
Tax & Assessment Fees (3530)($362.00) ($361.00)
Interfund Exp - (County Counsel) (3611)$0.00 $0.00
General Services Occupancy Cost (3619)$0.00 $0.00
Utilities - Water & Electricity (2120)$0.00 $0.00
Other Special Departmental (2250)$0.00 $0.00
Grounds Maintenance - (out of house, contractor) (2282)$0.00 $0.00
Grounds Maintenance - (in house) (3620)$0.00 $0.00
Professional Services (Non-County Staff) (2310)($33.45) ($33.48)
Professional Services (County Staff) (5011)($1,500.00) ($2,500.00)
Playground Inspection (5011)$0.00 $0.00
Vandalism/Incidentals (Task L99)$0.00 ($1,000.00)
Capital Improvement Projects & Reserves:
Capital Improvement Projects $0.00 ($500.00)
Capital Replacement Projects $0.00 ($601.52)
Operating Reserves (50% of Revenue)$0.00 ($818.75)
Total Expenditures:($1,895.45) ($5,814.75)
Balance Forward to Ensuing Year $4,177.25 $0.00
CPI
Info.
Date Actual CPI Increase Rate
Jun-06 209.10 $254.11
Feb-11 229.98 1.70% $279.48
Feb-12 236.88 3.00% $287.86
Feb-13 242.68 2.45% $294.90
Subdivision-Landuse
Total
Units EDU Rate
FY13-14
No. of EDU's
existing 8984 Lots - Courtyard 128 0.75 96.00
annex FY07-08 8967 Lots - Courtyard 89 0.75 66.75
annex FY07-08 Commercial 1 1.00 1.00
218 163.75
*Please Note: There are parks and landscaping located in the interior of Subdivisions 8967 and 8984
which are planned to be owned and maintained by a Homeowners Association and therefore the
maximum assessment rate did not include these areas of maintenance and they are not the
responsibility of LL-2.
apxA_1314budgets_per.xlsx - Z_75 A - 30 Francisco & Associates
Contra Costa County
Countywide Landscaping District (LL-2) FY2013-14 APPENDIX B
ccc1314_PER.docx Francisco & Associates, Inc.
APPENDIX B
ASSESSMENT DIAGRAMS
Contra Costa County
Countywide Landscaping District (LL-2) FY2013-14 APPENDIX C
ccc1314_PER.docx Francisco & Associates, Inc.
APPENDIX C
FY2013-14 ASSESSMENT ROLL
(on file with the Clerk of the Board)