HomeMy WebLinkAboutMINUTES - 06252013 - SD.5RECOMMENDATION(S):
1. OPEN the public hearing, RECEIVE all public comments on the Fiscal Year 2013/2014 Annual Report on
proposed assessments in County Service Area (“CSA”) M-30 (“Annual Report,” attached hereto as Exhibit A), and
CLOSE the public hearing.
2. CONSIDER all objections or protests to the Annual Report.
3. ADOPT an assessment rate of $975.04 per Equivalent Dwelling Unit, as set forth in the Annual Report.
4. DIRECT that the Fiscal Year 2013/2014 Official Assessment Roll for CSA M-30 shall constitute the description of
parcels to be assessed and shall be attached to the Annual Report and incorporated therein.
5. DECLARE that the Annual Report as revised shall constitute the Final Report for CSA M-30 (“Annual/Final
Report”) under County Ordinance Code section 1012-2.612.
6. ADOPT Resolution No. 2013/266 confirming the Annual Report as revised and the Annual/Final Report and the
assessments set forth therein, and levying the assessments.
7. DIRECT the Clerk of the Board to file
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 06/25/2013 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
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: June 25, 2013
David Twa, County Administrator and Clerk of the Board of Supervisors
By: , Deputy
cc: L. Strobel, County Administrator, R. Campbell, Auditor Controller, S. Anderson, County Counsel, G. Kramer, County Assessor , J. Francisco, Francisco
& Associates, Inc., W. Lai, Assistant Public Works Director, J. Duffy, Special Districts
SD. 5
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:June 25, 2013
Contra
Costa
County
Subject:HEARING on FY 2013/2014 Annual Report on proposed assessments in CSA M-30; adoption of resolution
confirming Annual Report and levying assessments
RECOMMENDATION(S): (CONT'D)
certified copies of the Annual/Final Report and Resolution No. 2013/266 with the County Auditor-Controller.
8. DIRECT the County Auditor-Controller to include the assessments on the tax roll for Fiscal Year 2013/2014,
each such assessment to appear as a separate item on the tax bill, pursuant to County Ordinance Code section
1012-2.614.
FISCAL IMPACT:
100% CSA M-30 Funds.
BACKGROUND:
On May 21, 2013, the Board of Supervisors adopted Resolution No. 2013/226, accepting filing of the Fiscal Year
2013/2014 Annual Report for CSA M-30 (Alamo Springs) and fixing June 25, 2013, at 9:30 a.m., in the Board
Chambers, as the time and place for a public hearing.
The proposed levy of annual charges benefits all property owners within County Service Area M-30 by providing
law enforcement, street maintenance, parks, landscaping and funding for street lighting for the Alamo Springs.
CSA M-30 provides law enforcement, street maintenance, parks, landscaping and funding for street lighting for
the unincorporated areas of Alamo Springs. This action provides for the continuation of existing assessments to
provide these services in CSA M-30. This action results in an increase in assessments to parcel owners within
CSA M-30. In FY 2013-14, it is recommended based on projected expenditures, that the maximum rate of
$975.04/equivalent dwelling unit (EDU) be collected. This rate is $41.90/EDU higher than the FY2012-13 levied
rate of $933.14/EDU.
CONSEQUENCE OF NEGATIVE ACTION:
Fiscal Year 2013/2014 assessments for CSA M-30 would not be levied or collected and law enforcement, street
maintenance, parks, landscaping and street lighting services would have to be selectively eliminated throughout
the unincorporated area of Alamo Springs to meet decreased funding levels.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
CLERK'S ADDENDUM
CLOSED the public hearing; CONSIDERED all objections or protests to the Annual Report; ADOPTED an
assessment rate of $975.04 per Equivalent Dwelling Unit, as set forth in the Annual Report; DIRECTED that
the Fiscal Year 2013/2014 Official Assessment Roll for CSA M-30 shall constitute the description of parcels to
be assessed and shall be attached to the Annual Report and incorporated therein; DECLARED that the Annual
Report as revised shall constitute the Final Report for CSA M-30 (“Annual/Final Report”) under County
Ordinance Code section 1012-2.612;6. ADOPT Resolution No. 2013/266 confirming the Annual Report as
revised and the Annual/Final Report and the assessments set forth therein, and levying the assessments;
DIRECTED the Clerk of the Board to file certified copies of the Annual/Final Report and Resolution No.
2013/266 with the County Auditor-Controller; and DIRECTED the County Auditor-Controller to include the
assessments on the tax roll for Fiscal Year 2013/2014, each such assessment to appear as a separate item on
the tax bill, pursuant to County Ordinance Code section 1012-2.614.
ATTACHMENTS
Resolution No. 2013/266
Exhibit A
ANNUAL REPORT
FISCAL YEAR 2013-2014
CONTRA COSTA COUNTY SERVICE AREA M-30
(Alamo Springs)
June 25, 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-30 Alamo Springs Annual Report
Fiscal Year 2013-2014 BACKGROUND
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BACKGROUND INFORMATION
In August 1989, the Town of Danville (“Town”) and the County of Contra Costa (“County”)
entered into a Memorandum of Agreement to undertake a joint-jurisdiction General Plan and
project review for the Alamo Springs project. After certification of an Environmental Impact
Report (EIR) for the project, the Board of Supervisors on December 8, and 15, 1992, approved
the project. The unincorporated area of the project was simultaneously rezoned to a planned unit
development. On January 23, 1996, the Town and County entered into a new Memorandum of
Agreement, superseding the August 1989 Memorandum of Agreement, to establish procedures
for joint review and approval of the project. The project was planned to provide for development
of 53 single family homes, of which 11 are located within the Town of Danville and 42 remain in
the unincorporated Alamo.
During the planning process, it was decided that the Town would provide extended services in
the form of police, public street maintenance, park and roadside landscape maintenance to the
homes in unincorporated Alamo. Street lighting was to be provided by another County Service
Area (CSA) L-100.
On September 3, 1997, the Danville Town Council adopted Resolution No. 124-97, requesting
that the Contra Costa County Local Agency Formation Commission (“LAFCO”) approve
formation of CSA M-30. On November 17, 1997, LAFCO approved the formation of CSA M-
30.
The property located within CSA M-30 receives a special and distinct benefit over and above the
general benefits received by the public at-large in the form of extended public services. These
extended public services consist of police, public street maintenance, park and roadside
landscape services and street lighting as discussed in this report and in the Plan for Providing
Services for CSA M-30 which is on file with LAFCO. On December 16, 1997 the Board of
Supervisors Resolution 1997/965 stated that CSA M-30 services should be supported by a
benefit assessment or special tax levy on parcels that receive this special and distinct benefit.
On May 5, 1998 the Board of Supervisors conducted a public hearing and subsequently approved
Resolution 1998/235 which authorized the annual levy of assessments on the parcels located
within CSA M-30 to fund extended public services.
Each year since Fiscal Year 2000-01 assessments have been levied within CSA M-30.
On August 30, 2011 it was determined that County owed the Town of Danville $62,422 for past
due assessment funds from January 2000 through August 2007. County made payment in full to
the Town of Danville on September 12, 2011.
Without the extended public services, the 42 homes located in unincorporated Alamo would
receive standard County police services, limited park and roadside landscaping services, limited
public street maintenance and no public street lighting.
CSA M-30 Alamo Springs Annual Report
Fiscal Year 2013-2014 BACKGROUND
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The services provided by the Town to CSA M-30 are:
1. Police Services. All of the police services provided to Town residents by Town police,
including without limitation, community services, crime prevention, investigation, patrol,
and traffic enforcement, are provided and available to all residents within CSA M-30.
2. Park and Roadside Landscape Service. All of the park and roadside landscape
services provided to Town residents are provided and available to CSA M-30 residents,
including without limitation, maintenance of parks and other public facilities, such as the
Danville Library and Community Center, and maintenance of all roadside and median
landscaping.
3. Public Street Maintenance. All of the public street maintenance, including without
limitation, repair and replacement of asphalt on public streets, crack sealing and other
maintenance measures to protect and prolong the life of the public streets, repair and
replacement of street signs, stop signs, etc. are provided and available to CSA M-30
residents.
Contra Costa County provides the following service through its existing CSA L-100:
1. Street Lighting. The operation, maintenance and servicing of public street lights and
appurtenant facilities as required to provide safe lighting along public streets.
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-30 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-30 Alamo Springs Annual Report
Fiscal Year 2013-14 ANNUAL REPORT
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ANNUAL REPORT FOR
CONTRA COSTA COUNTY SERVICE AREA M-30
ALAMO SPRINGS
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. 2013/226, accepting the Annual Report, adopted by Contra Costa County Board
of Supervisors, May 21, 2013, and in connection with the proceedings for:
CONTRA COSTA COUNTY SERVICE AREA M-30
ALAMO SPRINGS
Herein after referred to as the “CSA M-30", I, Warren Lai, the duly appointed ENGINEER OF
WORK, submit herewith this "Report" consisting of three (3) parts as follows (as requested in
Section 25210.77(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 Extended Public
Services from CSA M-30, 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 services 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-30 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-30. 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-30 Alamo Springs Annual Report PART B
Fiscal Year 2013-14 ESTIMATE OF COST
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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 extended public services provided within CSA M-30 are deemed a
special benefit and only serve the parcels located within the boundaries of the District.
ASSESSMENT METHODOLOGY
The total operation and maintenance costs for the extended public services are apportioned in
accordance with the methodology that is consistent with standard assessment engineering
practices. The method for distributing the costs to each parcel is based on the Equivalent
Dwelling Unit (EDU) factor.
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.
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.
No commercial or industrial parcels are planned to be included in within CSA M-30, therefore an
assessment methodology has not been created for those uses.
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. In addition, those
parcels that are designated as “vacant” single family residential per the Contra Costa County land
use code, but have a building permit issued prior to April 30 are assessed one (1.00) EDU.
Exempt Property - Consists of property not classified as Developed Residential Property and
includes: commercial, industrial, recreational and institutional property; parking lots, parking
garages, roadways, open space and undeveloped property.
ASSESSMENT RATE
The maximum annual assessment was established in Fiscal Year 1997-98 as $467.13 per EDU.
This maximum assessment 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-
CSA M-30 Alamo Springs Annual Report PART B
Fiscal Year 2013-14 ESTIMATE OF COST
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San Jose plus two percent (2%). The base CPI index to be used for future calculations is April
1997 (159.6). Any change in the assessment rate per EDU, 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 allowed maximum rate is $975.04/EDU. This rate has been calculated as
follows:
$856.26/EDU FY 2010-11
+ 1.70% CPI increase for FY 2011-12 = $870.78
+ 2.00% increase for FY 2011-12 = $888.20
+3.00% CPI increase for FY 2012-13 = $914.85
+2.00% increase for FY 2012-2013 = $933.14
+2.45% CPI increase for FY 2013-14 = $955.95
+2.00% increase for FY 2013-14 = $975.04
In FY 2013-14, it is recommended based upon projected expenditures, that the maximum rate of
$975.04/EDU be collected. This rate is $41.90/EDU higher than the FY2012-13 levied rate of
$933.14/EDU.
NEW DEVELOPMENT WITHIN THE CSA
If, prior to April 30 of each year, a new building permit is issued for any residential parcel within
CSA M-30 it shall be classified as a “Developed” and assessed the ensuing fiscal year. All
exempt properties will not be assessed.
An assessment list is included on the following pages, which shows a listing of those parcels to
be assessed for Fiscal Year 2013-14.
CSA M-30 Alamo Springs Annual Report PART B
Fiscal Year 2013-14 ESTIMATE OF COST
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Lot
Number
Assessor
Parcel Number
Added
to roll:
Assessment
2013/2014
38 197-050-029-2 2008 $975.04
17 197-440-005-1 2000 $975.04
18 197-440-006-9 2002 $975.04
19 197-440-007-7 2004 $975.04
20 197-440-008-5 2004 $975.04
21 197-440-009-3 2001 $975.04
22 197-440-010-1 2001 $975.04
23 197-440-011-9 2002 $975.04
24 197-440-012-7 2013 $975.04
25 197-440-013-5 2013 $975.04
26 197-440-014-3 vacant $0.00
27 197-440-015-0 2013 $975.04
28 197-440-016-8 2013 $975.04
29 197-440-017-6 vacant $0.00
30 197-440-018-4 2013 $975.04
31 197-440-019-2 vacant $0.00
14 197-450-001-7 vacant $0.00
15 197-450-002-5 vacant $0.00
16 197-450-003-3 2001 $975.04
32 197-450-004-1 2006 $975.04
33 197-450-005-8 2013 $975.04
34 197-450-006-6 2002 $975.04
35 197-450-007-4 vacant $0.00
36 197-450-008-2 vacant $0.00
37 197-450-009-0 vacant $0.00
39 197-450-010-8 2001 $975.04
40 197-450-011-6 2000 $975.04
41 197-450-012-4 2001 $975.04
42 197-450-013-2 2008 $975.04
43 197-450-014-0 2001 $975.04
44 197-450-015-7 2002 $975.04
45 197-450-016-5 2001 $975.04
12 197-460-008-0 2003 $975.04
13 197-460-009-8 2003 $975.04
46 197-460-010-6 2001 $975.04
47 197-460-011-4 vacant $0.00
48 197-460-012-2 2001 $975.04
49 197-460-013-0 2001 $975.04
50 197-460-014-8 vacant $0.00
51 197-460-015-5 2001 $975.04
52 197-460-016-3 2006 $975.04
53 197-460-017-1 2001 $975.04
$31,201.28
CSA M-30 Alamo Springs Annual Report PART B
Fiscal Year 2013-14 ESTIMATE OF COST
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PART B
ESTIMATE OF COST
The Fiscal Year 2012-13 projected and Fiscal Year 2013-14 proposed revenues and expenditures
are shown in Table 1 below. A special fund has been set up for the collection of revenues and
expenditures for CSA M-30. The total cost to provide the enhanced services can be recovered
from the collection of assessments. Incidental expenses including administration, engineering
fees, legal fees and all other costs associated with the enhanced services may also included.
When CSA M-30 was formed, a financial analysis was performed to provide the framework for
an operating budget for the proposed services. This was based on the estimated expenses for
each service component (police, parks and roadside landscape, street maintenance, and street
lighting).
TABLE 1
Contra Costa County
CSA M-30 Alamo Springs BUDGET
Special Districts Budget Worksheet
Maximum Assessment is $975.04 / EDU
FY 2013-14 Assessments @ $975.04 / EDU
32.00 EDUs
42 Parcels
FY 2012-13
6 month actuals/
6 month projections
FY 2013-14
Prop. Budget
$11,836.12 $4,283.48
$0.00 $0.00
$0.00 $0.00
$0.00 $0.00
$24,261.64 $31,201.28
$36,097.76 $35,484.76
($350.00)($350.00)
($17,003.74)($21,012.80)
($388.44)($388.44)
$0.00 $0.00
($13,800.00)($14,000.00)
($272.10)($300.00)
($31,814.28)($36,051.24)
$0.00 $0.00
$0.00 $566.48
$4,283.48 $0.00ENDING BALANCE
Taxes & Assessment Fees
Operating Reserves (Goal is 50% of Revenue)
Reserves or Capital Replacement
Capital Replacement Reserve
Transfers Gov/Gov
Revenue
Beginning Fund Balance
Taxes and assessments
TOTAL EXPENSES
Services Provided by Town of Danville
TOTAL REVENUE
Reimbursements Gov/Gov
Reimbursements Gov/Gov
Earnings on Investment
Expenses
Publications and Legal Notices
Transfer to CSA L-100
Administrative Services
CSA M-30 Alamo Springs Annual Report PART C
Fiscal Year 2013-14 CSA T-1 DIAGRAM
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PART C
CSA M-30 DIAGRAM
The boundaries of CSA M-30 are completely within the boundaries of Contra Costa County.
Below is a reduced map showing the boundaries of CSA M-30. 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.