HomeMy WebLinkAboutMINUTES - 05212013 - C.19RECOMMENDATION(S):
ADOPT Resolution No. 2013/227 accepting the Fiscal Year 2013/2014 Annual Report for County Service Area M-31
(CSA M-31) and declaring the intent to levy and collect annual assessments;
FIX a public hearing on June 25, 2013 at 9:30 a.m., in the Board of Supervisors’ Chambers, Room 107 at 651 Pine
Street, Martinez, California, to authorize the assessments be placed on the Fiscal Year 2013/2014 tax roll;
DIRECT the Clerk of the Board to publish a Notice of Filing of the Annual Report and fix a public hearing date
thereon in accordance with Government Code Section 25210.77(a) (Government Code Section 6066) and County
Ordinance Code Section 1012-2.608.
FISCAL IMPACT:
100% CSA M-31 Funds.
BACKGROUND:
The proposed annual levy of assessments benefits all property owners within CSA M-31 (Contra Costa Centre
Redevelopment Area) by providing transportation demand services (miscellaneous extended service) in accordance
with Government Code Section 25213(p).
The
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 05/21/2013 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: S. 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 21, 2013
David Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: L. Strobel, County Administrator – laura.strobel@coa.cccounty.us, R. Campbell, Auditor Controller – bcamp@ac.cccounty.us, S. Anderson, County Counsel –
sharon.anderson@cc.cccounty.us, G. Kramer, County Assessor – robin.perez@assr.cccounty.us , J. Francisco, Francisco & Associates, Inc. – jenniferw@franciscoandassociates.co,
W. Lai, Assistant Public Works Director - wlai@pw.cccounty.us, J. Duffy, Special Districts – jduff@pw.cccounty.us, S. Cohen, Special Districts - scohe@pw.cccounty.us
C. 19
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:May 21, 2013
Contra
Costa
County
Subject:Accepting the Fiscal Year 2013/2014 Annual Report for County Service Area M-31 (Contra Costa Centre
Redevelopment Area)
BACKGROUND: (CONT'D)
annual assessment rate for CSA M-31 is proposed to be increased based upon the prior year’s change in the
Consumer Price Index for the San Francisco Bay Area – All Urban Consumers, therefore it is within the allowable
maximum rate set when CSA M-31 was formed. Developed Residential Property will increase from $59.61 to
$61.07 per Unit and Developed Commercial Property will increase from $0.1049 to $0.1075 per building floor
area.
Attachment Exhibit A includes the Annual Report as required by the Government Code.
CONSEQUENCE OF NEGATIVE ACTION:
The District would be unable to have the Fiscal Year 2013/2014 assessments collected by the County Tax
Collector, and an alternate source of funding would have to be identified.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
ATTACHMENTS
Resolution No. 2013/227
Exhibit A
ANNUAL REPORT
Fiscal Year 2013-2014
CONTRA COSTA COUNTY SERVICE AREA M-31
(Contra Costa Centre Redevelopment Area)
Transportation Demand Management Services
Benefit Assessment District
May 21, 2013
Board of Supervisors
John Gioia, District 1
Candace Andersen, District 2
Mary Piepho, District 3
Karen Mitchoff, District 4
Federal Glover, District 5
Prepared by
Contra Costa County
Public Works Department
CSA M-31 TDM Annual Report
Fiscal Year 2013-14 BACKGROUND
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BACKGROUND INFORMATION
On April 23, 2002, the Board of Supervisors approved Resolution Nos. 2002/256 and 2002/257
which recommended to the Local Agency Formation Commission of Contra Costa County
(LAFCO) the formation of County Service Area (CSA) M-31, Contra Costa Centre
Redevelopment Area. The property located within CSA M-31 receives a special and distinct
benefit over and above the general benefits received by the public at-large in the form of
extended transportation demand management services. These extended transportation services
consist of the implementation of Transportation Demand Management programs as discussed in
this report and in the Plan for Providing Services for CSA M-31 which is on file with LAFCO.
Resolution 2002/256 further stated that CSA M-31 services should be supported by a benefit
assessment or special tax levy on parcels that receive this special and distinct benefit from the
CSA M-31 services.
On June 11, 2002 the Board of Supervisors conducted a public hearing and subsequently
approved Resolution 2002/362 which authorized the annual levy of assessments on the parcels
located within CSA M-31 to fund Transportation Demand Management programs.
On July 10, 2002, LAFCO conducted a public hearing and subsequently approved Resolution 02-
19 which formed CSA M-31.
Each year since Fiscal Year 2002-03 assessments have been levied within CSA M-31.
On June 3, 2008 by Resolution No. 2008/366 the Board of Supervisors approved the annexation
of Subdivision 05-8950 (Pleasant Hill BART Redevelopment Property) into CSA M-31. This
annexation was subsequently approved by LAFCO Resolution 08-19 on August 13, 2008. The
Annual Report was modified to include the property in the annexation area.
The Contra Costa Centre Redevelopment Area is a transit village in which residents and
employees have a variety of travel mode options. A core element of the travel mode options for
residents and employees, and a key traffic mitigation measure in the CEQA documents certified
at the time of adoption and amendment of the Contra Costa Centre Specific Plan, was the
establishment of Transportation Demand Management (TDM) programs. TDM programs
include carpooling, vanpooling, ridesharing, flex time, staggered work hours, guaranteed ride
home, telecommuting, etc. The property owners within CSA M-31 collectively had a mandate to
achieve at least 30% TDM performance (i.e. 30% or more of the area employees arrive at work
via something other than a single-occupied car).
The Contra Costa Centre Association is the collective mechanism by which the
developer/property owner’s obligation for TDM programs is undertaken. The Contra Costa
Centre Association is a private non-profit corporation whose membership consists of the property
owners in the area. The Contra Costa Centre Association has been in existence since the mid
1980s.
CSA M-31 TDM Annual Report
Fiscal Year 2013-14 BACKGROUND
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The following is a list of programs and services that have been proposed to be funded in FY
2013-14 by CSA M -31:
1) Transit Subsidy Program: Purchase a $48 value BART ticket for $25. The purchaser
must pledge to take BART to work a minimum of three days per week.
• 100 participants for nine months
2) Carpool Incentive Program: Provide one $25 Chevron gas cards per carpool per month
for nine months.
• 25 carpools for 9 months
3) Bus Subsidy Program: Receive a $60 value County Connection bus pass or
reimbursement of other transit bus pass for $30.
• 15 participants for 9 months
4) Bike/Walk to Work Incentive Program: Bike or walk to work at least three times per
week for two months, a minimum of 12 times per month, and receive one free $48
value BART ticket.
• 10 participants
5) Vanpool Program: Two existing vanpools run from Contra Costa Centre. They each
receive $50 per month for nine months. The program allows for the addition of another
vanpool that requires a month-to-month lease signed by the employee, lease and gas
paid by the vanpool, and after 2 months, Contra Costa Centre Assocation will
subsidieze $100 per month for 9 months.
• 2 existing vanpools for 9 months at $50 per month
• 1 new vanpool for 9 months at $100 per month
6) Mid-Day Shuttle: The mid-day shuttle runs from 10:30 am. – 2:10 pm, Monday
through Friday with stops at all Centre buildings and between the Contra Costa Centre
and the Countrywood Shopping Mall.
7) Green Fleet Program: The Contra Costa Centre provides employees with access to
local vehicles (e.g. Segways, bicycles, electric bicycles, and Smart Cars) to use through
the Contra Costa Centre and vicinity during the workday. Employees are able to check-
out vehicles online or electronically at various kiosk locations.
8) Marketing Plan: Building Management markets the program through newsletters,
posters, brochures and promotional handouts. Additionally, they meet with employers
and employees directly, and host events and transportation fairs to ensure Centre area
workers are informed of the various commute alternatives, subsidies and incentives
available to them through the Contra Costa Centre Transportation Demand
Management Program.
These TDM services may be amended annually, including the addition or deletion of the services
as required to meet the 30% TDM performance goal as determined by Contra Costa County in
consultation with the Contra Costa Centre Association or its successor.
CSA M-31 TDM Annual Report
Fiscal Year 2013-14 BACKGROUND
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CURRENT ANNUAL ADMINISTRATION
As required by the County Service Area Law California Government Code Section 25210.77(a),
the Annual Report includes: (1) a description of each parcel of real property receiving the
particular extended service, and (2) the amount of the assessment of each parcel for such year.
The Contra Costa County Board of Supervisors will hold a Public Hearing on June 25, 2013,
regarding CSA M-31 which will provide an opportunity for any interested person to be heard. At
the conclusion of the Public Hearing, the Board may adopt a resolution confirming the annual
assessment as originally proposed or as modified.
Payment of these annual assessments for each parcel will be made in the same manner and at the
same time as payments are made for their annual property taxes. All funds collected through the
assessments must be placed in a special fund and can only be used for the purposes stated within
this Report.
CSA M-31 TDM Annual Report
Fiscal Year 2013-14 ANNUAL REPORT
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ANNUAL REPORT FOR
CONTRA COSTA COUNTY SERVICE AREA M-31
CONTRA COSTA CENTRE REDEVELOPMENT AREA
TRANSPORTATION DEMAND MANAGEMENT SERVICES BENEFIT ASSESSMENT
FISCAL YEAR 2013/2014
Pursuant to the County Service Area Law (commencing with Section 25210 of the California
Government), Proposition 218, and in accordance with the Resolution of Intention, being
Resolution No. 2013/227, accepting the Annual Report, adopted by Contra Costa County Board
of Supervisors, May 2 1, 2013, and in connection with the proceedings for:
CONTRA COSTA COUNTY SERVICE AREA M-31
CONTRA COSTA CENTRE REDEVELOPMENT AREA
TRANSPORTATION DEMAND MANAGEMENT SERVICES BENEFIT ASSESSMENT
Herein after referred to as the “CSA M-31", I, Warren Lai, the duly appointed ENGINEER OF
WORK, submit herewith this "Report" consisting of three (3) parts as follows (as requested in
Section 25210.77a (a) of the California Government Code):
PART A: METHOD OF ASSESSMENT & ASSESSMENT LIST
This part contains a description of each parcel of real property receiving TDM services from
CSA M-31, the amount of assessment for each parcel for Fiscal Year 2013-14, calculated in
conformity with the assessments methodology described herein.
PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposed improvements for Fiscal Year 2013-14,
including incidental costs and expenses in connection therewith, is as set forth on the lists
thereof, attached hereto.
PART C: CSA M-31 DIAGRAM
This part incorporates a diagram showing the exterior boundaries and the lines and dimensions of
each lot or parcel of land currently with CSA M-31. The lines and dimensions of each lot or
parcel 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.
CSA M-31 TDM Annual Report PART A
Fiscal Year 2013-14 METHODOLOGY & ASSESSMENT LIST
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PART A
METHOD OF ASSESSMENT & ASSESSMENT LIST
Special and General Benefit
Proposition 218 provides that “only special benefits are assessable” and defines a special benefit
as a particular and distinct benefit conferred on real property and not a general benefit received
by the public at large. The Transportation Demand Management (TDM) services provided
within CSA M-31 are deemed a special benefit and only serve the commercial and residential
parcels located within the boundaries of the District. No TDM services will be provided to the
general public. Therefore no general benefit subsidy is required; however, the County has, and
may continue, to subsidize various TDM programs.
Property Classification
Developed Residential Property: Developed Residential Property consists of property which
has had a residential building permit issued prior to April 30 and is classified by the County
Assessor’s office as single-family residential, multi-family residential, apartment, condominium,
townhome, townhouse, co-op, cluster home or any other type of property which has been
developed for residential use for which occupants live and occupy for extended periods of time.
Developed Residential Property does not include hotel and motel use.
Developed Commercial Property: Developed Commercial Property consists of property which
has had a commercial building permit issued prior to April 30 and is classified by the County
Assessor’s office as commercial property. Developed Commercial Property includes, but is not
limited to, retail stores and shopping centers, office buildings, conference centers, hotels and
motels, or any other type of property which has been developed for commercial use.
Exempt Property: Exempt property consists of property not classified as Developed Residential
Property or Developed Commercial Property. However, Exempt Property does include property
that had been previously classified as Developed Residential Property or Developed Commercial
Property which has subsequently had the building structure located on the parcel demolished
prior to April 30. This parcel would then remain as an Exempt Property until such time another
building permit is issued prior to April 30 to reclassify the parcel as Developed Residential
Property or Developed Commercial Property. Exempt Property also includes: parking lots,
parking garages, roadways, open space and undeveloped property for which a building permit has
not been issued prior to April 30.
Benefit Assessment Methodology
Developed Residential Property - It is anticipated that not all of the TDM programs will be
provided to the Developed Residential Property owners. The most viable programs to reduce the
number of single occupied vehicular trips are the Shuttle Program in conjunction with the
Marketing Program. The cost to provide these programs to the Developed Residential Property
owners at build-out was estimated to be $28,386.36 per year (in FY 2007-08 dollars). Since each
residential unit is similar in size and receives the same degree of benefit from the residential
TDM programs, each residential unit is charged an equal share of the Residential TDM program
CSA M-31 TDM Annual Report PART A
Fiscal Year 2013-14 METHODOLOGY & ASSESSMENT LIST
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costs. It is anticipated that there will be 522 residential units at build-out. Therefore, in Fiscal
Year 2007-08 the maximum annual assessment was set at $54.38 per residential unit.
Developed Commercial Property - It is anticipated that all TDM programs will be provided to
the Developed Commercial Property owners. The cost to provide these TDM services to
Developed Commercial Property owners at build-out was estimated to be $238,121.84 per year
(in FY 2007-08 dollars). For Developed Commercial Property the amount of building floor area
directly correlates to the number of potential employees located on each parcel. These total floor
area numbers are used to calculate the proportional special benefit received by each Developed
Commercial Parcel within the District. Building floor area is defined by the gross square footage
of the buildings exclusive of parking. The building floor numbers are shown on the Assessment
List on the following page and serve as the basis for calculation of the annual assessments for
Developed Commercial Property. It is anticipated that there will be 2,487,190 sq. ft. of
commercial development at build-out. Therefore, in Fiscal Year 2007-08 the maximum annual
assessment rate per sq. ft. was set at $0.0957 per sq. ft.
ASSESSMENT RATES
The maximum assessment rates established in Fiscal Year 2007-08 may be adjusted annually to
reflect the prior year’s change in the Consumer Price Index (CPI) for All Urban Consumers for
the Bay Area: San Francisco-Oakland-San Jose. The base CPI is June 2007 (216.123). Any
change in the assessment rate per square foot of Building Floor Area, which is the result of the
change in the CPI shall not be deemed an increase in the assessment subject to the requirements
of Proposition 218.
For FY 2013-14 the CPI is (242.677), therefore the allowed maximum rates are calculated as
follows:
Developed Residential
$54.38/residential unit FY 2007-08
+ 1.61% increase for FY 2008-09 = $55.26
+ 1.16% increase for FY 2009-10 = $55.90
+ 1.79% increase for FY 2010-11 = $56.90
+ 1.70% increase for FY 2011-12 = $57.87
+ 3.00% increase for FY 2012-13 = $59.61
+2.45% increase for FY 2013-14 = $61.07
Developed Commercial
$0.0957/square foot FY 2007-08
+ 1.61% increase for FY 2008-09 = $0.0972
+ 1.16% increase for FY 2009-10 = $0.0984
+ 1.79% increase for FY 2010-11 = $0.1001
+ 1.70% increase for FY 2011-12 = $0.1018
+ 3.00% increase for FY 2012-13 = $0.1049
+2.45% increase for FY 2013-14 = $0.1075
CSA M-31 TDM Annual Report PART A
Fiscal Year 2013-14 METHODOLOGY & ASSESSMENT LIST
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New Development within the CSA
If, prior to April 30 of each year, a new building permit is issued for any residential or
commercial parcel within CSA M-31 it shall be classified as a Developed Residential Property or
Developed Commercial Property respectively, and assessed the ensuing fiscal year. All exempt
properties will not be assessed.
Table No. 1 below shows a listing of those parcels to be assessed for Fiscal Year 2013-14.
CSA M-31 TDM Annual Report PART A
Fiscal Year 2013-14 METHODOLOGY & ASSESSMENT LIST
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FY13-14 Estimated FY 2013-14 FY 2013-14
Assessor FY13-14 Estimated Commercial Residential Commercial FY 2013-14
Parcel No.Residential Units Building Sq. Ft.Rate Rate Assessment Property Owner Name
148-202-057 0 51,000 $0.00 $0.1075 $5,482.50 WALNUT VIEW PROPERTIES
148-221-033 0 102,000 $0.00 $0.1075 $10,965.00 HOFMANN KENNETH H & MARTHA
148-221-040 0 0 $61.07 $0.1075 $0.00 SAN FRANCISCO BART DISTRICT
148-221-041 200 17,795 $61.07 $0.1075 $14,126.96 SAN FRANCISCO BART DISTRICT
148-221-042 185 17,795 $61.07 $0.1075 $13,210.91 SAN FRANCISCO BART DISTRICT
148-221-043 0 0 $61.07 $0.1075 $0.00 SAN FRANCISCO BART DISTRICT
148-221-044 37 0 $61.07 $0.1075 $2,259.59 SAN FRANCISCO BART DISTRICT
148-221-045 0 0 $61.07 $0.1075 $0.00 SAN FRANCISCO BART DISTRICT
148-221-046 0 0 $61.07 $0.1075 $0.00 SAN FRANCISCO BART DISTRICT
148-221-047 0 0 $61.07 $0.1075 $0.00 SAN FRANCISCO BART DISTRICT
148-221-048 0 0 $61.07 $0.1075 $0.00 SAN FRANCISCO BART DISTRICT
148-221-049 0 0 $61.07 $0.1075 $0.00 SAN FRANCISCO BART DISTRICT
148-221-050 0 0 $61.07 $0.1075 $0.00 SAN FRANCISCO BART DISTRICT
148-250-083 0 216,400 $0.00 $0.1075 $23,263.00 ASHFORD WALNUT CREEK LP
148-250-090 0 205,700 $0.00 $0.1075 $22,112.75 WALNUT CREEK PROPERTIES INC
148-250-091 0 0 $0.00 $0.1075 $0.00 WALNUT CREEK PROPERTIES INC
148-270-050 0 30,000 $0.00 $0.1075 $3,225.00 TREAT PLAZA OFFICE LLC & II LLC
148-470-001 0 375,000 $0.00 $0.1075 $40,312.50 CA-TREAT TOWERS LP
148-470-002 0 0 $0.00 $0.1075 $0.00 CA-TREAT TOWERS LP
148-480-010 0 0 $0.00 $0.1075 $0.00 PMI PLAZA LLC
148-480-011 0 195,000 $0.00 $0.1075 $20,962.50 PMI PLAZA LLC
148-480-014 0 255,218 $0.00 $0.1075 $27,435.94 CA-STATION LANDING DEVEL CO
172-011-022 0 253,500 $0.00 $0.1075 $27,251.25 CALIF STATE TEACHERS RETIR SYS
172-013-005 0 0 $0.00 $0.1075 $0.00 CALIF STATE TEACHERS RETIR SYS
172-020-042 0 125,000 $0.00 $0.1075 $13,437.50 PERA URBAN WEST CORP
172-020-046 0 0 $0.00 $0.1075 $0.00 TONG JAMES & MEI FONG
172-020-047 0 200,000 $0.00 $0.1075 $21,500.00 TONG JAMES & MEI FONG
172-031-022 0 80,000 $0.00 $0.1075 $8,600.00 JOHN MUIR MEDICAL CENTER
172-031-023 0 122,000 $0.00 $0.1075 $13,115.00 1450 TREAT BOULEVARD INC
172-031-024 0 0 $0.00 $0.1075 $0.00 1450 TREAT BOULEVARD INC
172-031-025 0 0 $0.00 $0.1075 $0.00 LORD VIRGINIA L
Total 422 2,246,408 $267,260.40
CPI is based upon All Urban Consumers San Francisco-Oakland Area
CPI
Info.Residential Commercial
Date Actual CPI Increase Rate Rate
June-07 216.123 $54.38 $0.0957
February-08 219.612 1.61%$55.26 $0.0972
February-09 222.166 1.16%$55.90 $0.0984
February-10 226.145 1.79%$56.90 $0.1001
February-11 229.981 1.70%$57.87 $0.1018
February-12 234.648 3.00%$59.61 $0.1049
February-13 242.677 2.45%$61.07 $0.1075
TABLE 1: FY 2013-14 Assessment List
Levy Code: G1
Fund: 2476
Revenue: 9895
CSA M-31 TDM Annual Report PART C
Fiscal Year 2013-14 CSA M-31 DIAGRAM
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PART B
ESTIMATE OF COST
The FY 2012-13 projected and FY 2013-14 proposed revenues and expenditures are shown on
the following page. A special fund has been set up for the collection of revenues and
expenditures for CSA M-31. The total cost to provide the TDM services can be recovered from
the collection of assessments. Incidental expenses including administration, engineering fees,
legal fees and all other costs associated with the TDM services may also be included.
CSA M-31 TDM Annual Report PART C
Fiscal Year 2013-14 CSA M-31 DIAGRAM
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FY 2012-13 FY 2013-14
Projected Budgeted
Revenue Sources Revenues Revenues
Contra Costa Centre TDM Reserves $0 $154,911
CSA M-31 Fund Balance as of July 1 $218,401 $42,283
CSA M-31 Assessment Levy $260,804 $267,260
Revenue Total $479,204 $464,454
FY 2012-13 FY 2013-14
Projected Budgeted
Expenditures Expenditures Expenditures
Administration
Taxes and Assessments Fees $264 $300
Administration $987 $2,010
Administration Subtotal $1,251 $2,310
Core TDM Program
Mid-Day Shuttle Program
- Replacement Van Purchase, Tax & License $0 $0
- Marketing, Signage, Schedules $0 $0
- Shuttle Operations $47,996 $51,300
Transit Subsidy Program $16,208 $25,000
Carpool Incentive Program $6,229 $12,500
Vanpool Program $609 $2,200
Bus Subsidy Program $4,874 $9,000
Bike-to-Work Program $450 $450
Guaranteed Ride Home Program $0 $2,500
Green Fleet Program $22,907 $37,900
Marketing $12,463 $17,500
Insurance $26,613 $38,000
Program Staff $44,436 $66,053
Contra Costa Centre Association Management $36,996 $37,000
Correction of 2011/12 payment to CCCA for TDM program $92,856
Contingency $10,406 $10,000
Core TDM Program Subtotal $323,043 $314,023
Mobile Stations Program
Video Surveillance Camera $0 $0
Electrical Charging Station $0 $0
Third Docking Station $0 $0
Fourth Docking Station $0 $0
Capital Expense Subtotal $0 $0
Marketing Materials/Website $0 $0
Installation Logistics Coordinator $0 $0
Systems Management $0 $0
Contingencies $0 $0
Management Subtotal $0 $0
Site Construction & Retrofitting $0 $0
Insurance $0 $0
NEV Purchase $0 $0
Other Expenses Subtotal $0 $0
Mobile Stations Program Subtotal $0 $0
TDM Program Expenditure Total $323,043 $314,023
Capital Replacement $148,121
TABLE 2: Transportation Demand Management Program
FY 2012-13 Projected and FY 2013-14 Budgeted Revenues and Expenditures
CSA M-31 TDM Annual Report PART C
Fiscal Year 2013-14 CSA M-31 DIAGRAM
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PART C
CSA M-31 DIAGRAM
The boundaries of CSA M-31 are completely within the boundaries of Contra Costa County. On
the following page is a reduced map showing the boundaries of CSA M-31. The lines and
dimensions of each lot or parcel 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.