HomeMy WebLinkAboutMINUTES - 12091997 - D10 r
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THE BOARD OF SUPERVISORS
CONTRA COSTA COUNTY, CALIFORNIA
Adopted this Resolution on December 9, 1997,by the following vote:
AYES: Supervisors Rogers, Uilkema, Gerber, Canciamilla and DeSaulnier
NOES: None
ABSENT: None
ABSTAIN: None
RESOLUTION NO. 97/ 660
SUBJECT: RESOLUTION ADOPTING A BENEFIT ASSESSMENT FOR COUNTY
SERVICE AREA M-29 (DOUGHERTY VALLEY), SAN RAMON AREA.
The Board of Supervisors of Contra Costa("Board") FINDS THAT:
1. On May 21, 1996, the Board adopted Resolution No. 96/238 forming County Service
Area M-29 (Dougherty Valley), San Ramon Area("CSA M-29").
2. The property within CSA M-29 will receive a special benefit over and above that
received by the general public in the form of the following types of extended services (the"Extended
Services"): extended police services and construction, operation and maintenance of parks,trails,
recreation areas, open space, special landscape areas, library, community center, senior cewer,
corporation yard, flood control and storm drain facilities, internal road network(including bicycit
paths and park and ride lots), and other extended County facilities and services as prescribed in
Government Code sections 25210.4 et seq. These services, in particular, are set forth in the Plan for
CA973350.027
Providing Services for this service area,which was considered with the formation of CSA M-29 and
is on file with the Local Agency Formation Commission of Contra Costa County ("LAFCO").
3. Resolution No. 96/238 states that it is contemplated that CSA M-29 will be supported by
benefit assessments or special taxes.
4. On October 14, 1997, the Board adopted Resolution No. 97/552 a"Resolution Accepting
the Tentative Report, and Setting a Public Hearing to Consider Adopting a Benefit Assessment for
County Service Area M-29 (Dougherty Valley), San Ramon Area." Resolution No. 97/552 and the
exhibits thereto describe a proposed benefit assessment(`Benefit Assessment").
5. Resolution No. 97/552 accepted the"Engineer's Report for the Contra Costa County
Service Area M-29 (Dougherty Valley), San Ramon Area Benefit Assessment" (the `Engineer's
Report") attached to said Resolution as Exhibit A. Resolution No. 97/552concluded that the
Engineer's Report constitutes the "Tentative Report for the Contra Costa County Service Area M-29
(Dougherty Valley), San Ramon Area Benefit Assessment Service Charge Fiscal Year 1997-1998"
(the "Tentative Report").
6. Resolution No. 97/552 states that the Board will conduct a public hearing (the
"Hearing") on Tuesday December 9, 1996 at 2:OO�.m. in Room 107 of the Board of Supervisors'
Chambers, 651 Pine Street, Martinez, California 94553.
7. Resolution No. 97/552 directs the Public Works Director of Contra Costa County
("Public Works Director")to mail the written notice of the Hearing(the "Notice"), attached to said
Resolution as Exhibit B, to the record owners of the parcels identified in Section 4 of the Tentative
Report. It directs that a ballot(the "Assessment Ballot") in the form of the ballot attached to said
2
CA973350.027
Resolution as Exhibit C, and a copy of the Engineer's Report be attached to the Notice. Resolution
No. 97/552 directs the Clerk of the Board to give written notice of the Hearing pursuant to
Government Code section 6066.
8. The Public Works Director and the Clerk of the Board provided notice of the Hearing in
accordance with Resolution No. 97/552.
9. The Public Hearing was held before the Board on Tuesday December 9, 1996 at
2. 00p.m. in Room 107 of the Board of Supervisors' Chambers, 651 Pine Street, Martinez,
California 94553. At the Public Hearing,the Board heard and considered any and all protests to the
proposed Benefit Assessment. At the Public Hearing, the Clerk of the Board delivered to the Board
all the Assessment Ballots received from record owners of parcels identified in Section 4 of the
Tentative Report. The Board tabulated the Assessment Ballots and weighted them according to the
proportional financial obligation of the affected property. The Board then closed the Public Hearing.
10. Based upon the tabulation of the Assessment Ballots, the Board finds that there is not a
majority protest which would defeat the Benefit Assessment. Therefore, the Board is authorized to
adopt, approve and levy the Benefit Assessment under Section 4 of Article XIII D of the California
Constitution and to adopt the Benefit Assessment under Article 1012-2.6 of the Contra Costa County
Code.
11. On December 2, 1997 the Board adopted Resolution 97/ 634'Authorizing a Special
Election for a Special Tax and Proposing Adoption of a Special Tax to Provide Funding for
Extended Services for County Service Area M-29 (Dougherty Valley), San Ramon Area." If this
special tax is approved, the Board presently anticipates that the Extended Services will initially be
financed by the special tax rather than the Benefit Assessment.
3
CA973350.027
Now,therefore,the Board of Supervisors ORDERS AND RESOLVES THAT:
1. The Beard hereby adopts and approves the Benefit Assessment and confirms the Tentative
Report. However,by this Resolution,the Board does not levy the Benefit Assessment l'urstiant to
Article 1012-2.6 Contra Costa County Code the Board may,by resolution,heW the Benefit Assessment
during any fiscal year in which the Benefit Assessment is to be collected
i hereby certify that this is a true and correct copy of
Orig.Dept, Public Wa,k„Deputtuad(SpNW Di*iQW) an action taken and entered on the minutes of the
cc: Skip F.pperfy(SIO)313.2253 Board of S;Dr
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county Counsel 4IdE -qt-
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PHIL BATCHELOR,Clerk of the Board
Count Ames o r upervisora County Adm istrator
Cormty Asaeeeor
C*mmuv*Davelopmwc Dept
Christian SUM Collime�WaWM=m Renate Patnxe - Deputy
Adam V McCt tcbm Doyks,Brown a Eaetsea
CAM350.027 4
D. 1 a
BALLOT Q
Assessor's Parcel Nos.:
APN#206-050-006
APN 4206-050-007
APN#206-050-008
APN#206.050-009
APN#206-050-010
APN#206-050-011
APN 4206-050-012
APN 0206-090-x04
APN 0206-090-005
APN#206-090-006
APN 4206-090-007
APN 4206-090-008
APN#206-090-009
APN#206-090-010
APN 4206-090-011
Total parcels 15
Record Owner:
Windernere Ranch Partners
Address:
1350 Treat Boulevard
Suite 560
Walnut Creek,CA 94596
V/1L Yes,I approve of the proposed annual benefit assessment described in the
attached Notice on the property described by the parcel numbers identified in this
ballot.
No, I do not approve of the proposed annual benefit assessment described in the
attached Notice on the property described by the parcel numbers identified in this
ballot.
55,�n. re of Record Owner or Authorized
Rep esentative of the above-identified parcels.
. , BALLOT
Assessor's Parcel Nos.:
APN 4206-230-001
APN#217-060-004
APN#217-060-005
APN#217-060-025
APN#206-240-003
APN#206-240-004
APN#206-240-005
APN #206-240-008
APN#206-240-009
APN#206-246-010
APN#206-240-011
APN#206-250-003
APN#206-050-004
APN#206-050-008.
APN#206-120-001
APN#206-120-002
APN#206-080-001
APN#206-040-002
APN#206-040-003
APN#206-040-004
Record Owner:
Shapell Industries,Inc.
Address:
100 North Milpitas Boulevard
Milpitas, CA 95035
Attention J. Christian Truebridge
V Yes,I approve of the proposed annual benefit assessment described in the
attached Notice on the property described by the parcel numbers identified in
this ballot.
No,I do not approve of the proposed annual benefit assessment described in the
attached Notice on the property described by the parcel numbers identified in
this ballot.
t
Signa re of Record Owner or Aut ed
Representative of the above-identified parcels.
CA972890.031
ENGINEER'S REPORT
FOR THE CONTRA COSTA COUNTY SERVICE AREA M-29
(DOUGHERTY VALLEY), SAN RAMON AREA
BENEFIT ASSESSMENT
The undersigned, acting on behalf of Contra Costa County, respectfully submits the enclosed
Engineer's Report as directed by the Contra Costa County Board of Supervisors.
Dated:
J. Micha alford,
Dire r of Public Works
RCE No. 16670 j
I HEREBY CERTIFY that the enclosed Engineer's Report together with Assessment Roll and
Assessment Diagram thereto attached, was filed with me on the14$�_ day of 1997.
Jeanne Maglio, Clerk of the Board of Supervisors
Contras Costa County, California
By:
I HEREBY CERTIFY that the enclosed Engineer's Report together with Assessment Roll and
Assessment Diagram thereto attached, was approved and onfirmed by the Board of Supervisors
of contra Costa County, California on the 9R day of 1997.
Jeanne Maglio, Clerk of the Board of Supervisors
Contra Costa County, California
By:
I HEREBY CERTIFY that the enclosed Engineer's Report together with Assessment Roll and
Assessment Diagram theretttached, was filed with the County Auditor of the County of Contra
Costa, on the g day o 1997.
Jeanne Maglio, Clerk of the Board of Supervisors
Contra Costa County, California
By:
g:\engsvc\spdist\october\engrptcvr
ENGINEER'S REPORT
FOR THE CONTRA COSTA COUNTY SERVICE AREA M-29
(DOUGHERTY VALLEY), SAN RAMON AREA
BENEFIT ASSESSMENT
October 9, 1997
Section 1. Introduction and Overview. .............................................................................................1
Section 2. Background and Project Plans. ........................................................................................1
Section 3. General Benefits and Special Benefits.............................................................................2
Section 4. Specially Benefited Parcels..............................................................................................2
Section5. Total Assessment. ............................................................................................................3
Section 6. Assessment Per Parcel......................................................................................................4
Section 7. Methodology for Calculating the Assessment Per Parcel................................................6
Section 8. Statement/Legal Analysis Regarding Camp Parks. .........................................................7
Section 9. Tentative Report under Contra Costa County Code Article 1012-2.6.............................7
i
ENGINEER'S REPORT
Section 1. Introduction and Overview.
This Engineer's Report(the "Engineer's Report") provides the justification for the proposed
benefit assessment ( generally the "Assessment's for County Service Area M-29 (Dougherty Valley)
("CSA M-29"). The Engineer's Report was prepared.by a registered professional engineer certified
by the State of California. The Engineer's Report complies with the requirements of the California
Constitution Article XIII D ("Proposition 218'x; Government Code section 25210.77a; and Contra
Costa County Code Article 1012-2.6.
Section 2 describes the development approved for CSA M-29 and identifies the plans for
providing various services and infrastructure to this area (the "Extended Services"). Section 3
identifies the special benefits as distinct from general benefits that will be conferred on parcels
subject to the Assessment. Section 4 identifies the property that will be specially benefited.
Section 5 identifies the Total Assessment (defined in Section 5). Section 6 identifies the Assessment
Per Parcel (defined in Section 6). Section 7 describes the methodology used in calculating the
Assessment Per Parcel. Section 8 provides an explanation of why the federally owned Camp Parks
area is not subject to the assessment. Finally, Section 9 demonstrates that this Engineer's Report
satisfies all of the requirements for a Tentative Report under Article 1012-2.6 of the Contra Costa
County Code and, therefore, also constitutes the "Tentative Report for the County Service
Area M-29 (Dougherty Valley), San Ramon Area Benefit Assessment) Service Charge Fiscal Year
1997-1998" (the "Tentative Report").
Section 2. Background and Project Plans.
The Dougherty Valley is located in the unincorporated area of Southern Contra Costa
County (the "County"). In 1992, the Board of Supervisors approved development of
11,000 dwelling units and up to 680,000 square feet of retail and commercial space (the "Project")
in an approximately 5,080-acre portion of Dougherty Valley (the "Project Site"). As part of the
overall plan for operating and maintaining infrastructure, a County Service Area was subsequently
identified as the appropriate vehicle for funding operational services and for .providing ongoing
municipal services to any unincorporated area developed as part of the Project.
On May 21, 1996, the Board of Supervisors adopted Resolution No. 96/238 forming County
Service Area M-29 (Dougherty Valley), San Ramon Area ("CSA M-29'x. The types of services to
be funded and/or provided by CSA M-29, the Extended Services, include: extended police services
and construction, operation and maintenance of parks, trails, recreation areas, open space, special
landscape areas, library, community center, senior center, corporation yard, flood control and storm
drain facilities, and internal road network (including bicycle paths and park and ride lots), and other
extended County facilities and services as provided in Government Code sections 25210.4, et seq.
Resolution No. 96/238 states that it is contemplated that CSA M-29 will be supported by benefit
assessments.
The County and the Project developers Shapell Industries of Northern California ("Shapell'�
and Windemere Ranch Partners ("Windemere'� (together the "Developers' intend to annex areas,
final map by final map, into the City of San Ramon (the "City'.
1
Section 3. General Benefits and Special Benefits.
Proposition 218 provides that"only special benefits are assessable." Cal. Const. Art. XIII D,
Sec. 4. The Extended Services that will be provided within CSA M-29 pursuant to the Settlement
Agreement are special benefits. These special benefits are over and above the benefits received by
the general public (the general benefits.)
Section 4. Specially Benefited Parcels.
The following parcels describe the Project Site. The property described by these parcels will
receive the Extended Services financed by the Assessment:
Windemere Parcels Shapell Parcels
APN #206-050-006 APN#206-230-001
APN#206-050-007 APN#217-060-004
APN 9206-050-008 APN #217-060-005
APN #206-050-009 APN #217-060-025
APN#206-050-010 APN #206-240-003
APN #206-050-011 APN #206-240-004
APN#206-050-012 APN #206-240-005
APN 4206-090-004 APN #206-240-008
APN#206-090-005 APN #206-240-009
APN 9206-090-006 APN #206-240-010
APN #206-090-007 APN #206-240-011
APN #206-090-008 APN #206-250-003
APN#206-090-009 APN #206-050-004
APN 9206-090-010 APN #206-050-008
APN #206-090-011 APN #206-120-001
APN #206-120-002
Total Parcels 15 APN #206-080-001
APN #206-04.0-002
APN #206-040-003
APN #206-040-004
Total Parcels 20
The above parcels will be subdivided under a series of Project approvals and agreements.,
These subdivided parcels will be specially benefited by the Extended Services that will be financed
1 These approvals and agreements include but are not limited to the following: (1) that certain
agreement titled "Development Agreement Between County Of Contra Costa And Shapell
Industries, Inc. Relating To The Development Commonly Known As Country Club At Gale Ranch"
entered into by and between Shapell and the County as of January 11, 1995 and recorded
February 17, 1995 at Contra Costa County Records, #95-027735, and any amendments thereto;
(2)that certain agreement titled "Development Agreement Between County Of Contra Costa And
Shapell Industries, Inc. Relating To The Development Commonly Known As The Gale Ranch"
(Footnote continued on next page)
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by the Assessment. The process for levying the Assessments on subdivided parcels is discussed in
Section 6 of this Engineer's Report and Section 5 of the attached MOU.
Section 5. Total Assessment.
The total Assessment chargeable to all the parcels within CSA M-29 in each year is the
"Total Assessment." The estimated Total Assessment in each year is equal to the total cost of
providing the Extended Services to CSA M-29 in the identified fiscal year. The estimated Total
Assessment is:
Residential Tier A Residential Tier B Non-Residential
Cumulative Cumulative Building Cumulative
Year Building Permits Permits Square Footage Assessment
1997 0 0 0 $0
1998 90 30 0 $88,497
1999 506 168 15,000 $501,660
2000 1,302 434 248,000 $1,362,084
2001 1,854 618 271,400 $1,912,252
3,666 units 2,750 917 366,400 $2,825,020
8,500 units 6,375 2,125 642,800 $6,481,577
11,000 units 8,250 3,750 1,170,000 $8,500,000
(Footnote continued from previous page)
entered into by and between Shapell and the County as of April 8, 1996 and recorded April 25, 1996
at Contra Costa County Records, #96-75415, and any amendments thereto; (3) that certain
agreement titled "Development Agreement By And Between The County Of Contra Costa And
Windemere Ranch Partners" entered into by and between Windemere, Windemere Ranch Partners
and the County as of January 18, 1996 and recorded January 11, 1996 at Contra Costa County
Records, 996-0048-46, and any amendments thereto; (4) that certain agreement titled "Agreement to
Settle Litigation Relating to the Dougherty Valley General Plan Amendment, Specific Plan
Amendment and Environmental Impact Report" entered into by and between the County,
Developers, the City and the Town of Danville on May 11, 1994 to settle certain claims brought by
the City and Danville as more fully described therein (the "Settlement Agreement"); (5) the
"Dougherty Valley Specific Plan," adopted by the Board of Supervisors pursuant to
Resolution 92/867, on December 22, .1992 and amended by the Board of Supervisors pursuant to
Resolution 96/564 on November 19, 1996; (6) a Vesting Tentative Map, Preliminary Development
Plan and Final Development Plan for Country Club at.Gale Ranch approved by Contra Costa County
Ordinance No. 94-79 on December 20, 1994; (7) a Vesting Tentative Map, Preliminary
Development Plan and Final Development Plan for Windemere Ranch Partners Phase I approved by
Contra Costa County Ordinance No. 96-44 on December 3, 1996; (8) a Vesting Tentative Map,
Preliminary Development Plan and Final Development Plan for Shapell Industries, Inc. Gale Ranch
Phase 11 approved by Contra Costa County Ordinance No. 96-45 on December 3, 1996; and (9) that
certain agreement titled "Memorandum of Understanding Between Contra Costa County, the City of
San Ramon, Shapell Industries and Windemere Ranch Partners Relating to the Development of
Dougherty Valley" entered into between the County, the City, Shapell and Windemere as of
October , 1997 (the WOU").
3
•
The assumptions and figures used to calculate the estimated Total Assessment are provided
in the "Dougherty Valley County Service Area M-29 Annual Budget 1997-1998, Five-Year Budget
1997-98 through 2001-02" which is Exhibit "E" to the attached MOU. As further explained in
Section 6 of this Engineer's Report, the Total Assessment may vary from these estimates depending
upon the cumulative number of foundations poured on subdivided parcels, the land uses that will
occur in such parcels and other factors.
Section 6. Assessment Per Parcel.
Each of the parcels identified in Section 4 of this Engineer's Report will be further
subdivided pursuant to the Project approvals and agreements identified therein. As explained below,
the portion of the Total Assessment that will be chargeable to each of these subdivided parcels (the
"Assessment Per Parcel") is based upon the Property Use Code Category and the Tax/Assessment
Rate Multiplier that will be assigned to that parcel.
As provided in Section 5.1(b)(2)(B) of the MOU, upon the approval of each new final rnap,
all the parcels within that map will be assigned one of the "vacant" Property Use Code Categories
identified in Exhibit C of the MOU (Use Code Categories 15, 16, 17, 18, 20 and 30.) When "a
building foundation is poured" on a parcel, "the Property Use Code Category assigned to that parcel
will be changed by the County Assessor to reflect the actual land use on that parcel." Id.
Pursuant to Section 5(b) of the MOU, there are two "tiers" for the payment of the
Assessment on residential parcels. Tier A is the tier Assessment that will generally be applied to
higher density residential development. For fiscal year 1997-1998 the Tier A Assessment is $563
per unit. Tier B is the tier Assessment that will generally be applied to lower density residential
development. For fiscal year 1997-1998 the Tier B Assessment is $795 per unit.
Exhibit C of the MOU shows the current Use Codes for each tier. Tier A currently includes
Use Code Categories 25, 26, 27 and 28. Tier B currently includes Use Code Categories 11, 12, 13,
14, 19, 21, 22, 23, 24, and 29. Use Code Category 31 is currently designated for commercial stores,
not supermarkets.
As further reflected in Exhibit C of the MOU, only apartment parcels will be automatically
charged the Tier A Assessment. Other parcels will be eligible for the Tier A Assessment, if they
meet the following qualifications:
• The density shall be 15 du/acre or more.
• Identical product types within each final map shall be the same tier
Assessment. (i.e., all product that is 15 du/acre within .an identified
parcel of a final map will have the same tier).
• Identical building product in adjacent final maps shall be the same
tier Assessment.
• Tiers shall be approve prior to and may not be changed after the
recording of the final map.
• No more than 25% of each Developer's total units Project-wide shall
be assigned the lower tier Assessment,Tier A.
4
Pursuant to Section 5.1(b)(2)(A) of the MOU, each subdivided parcel will also be assigned a
multiplier(the "TaxlAssessment Rate Multiplier's to reflect the actual number of units approved for
that single, subdivided parcel.
The Assessment Per Parcel is based on the Property Use Code Category that will be assigned
to that subdivided parcel and the applicable Tax/Assessment Rate Multiplier. Section 5.1(b)(2)(A)
of the MOU provides an example:
[T]he Annual . . . Assessment Per Parcel identified in Exhibit C [of the
MOU] for apartments with 5-12 units is $4,785 or an average density
of 8.5 units multiplied by the Tier A rate of $563. If 10 units were
actually approved as part of the final map process, the Annual . . .
Assessment for that particular Assessor's Parcel should be $5,630, or
10 actual units charged at the Tier A rate of$563. The . . . Assessment
Rate Multiplier for this example parcel would, therefore, be 1.18 (or
10 / 8.5).
The Project will include non-residential as well as residential parcels. As provided in the
"Dougherty Valley County Service Area M-29 Annual Budget 1997-1998, Five-Year Budget
1997-98 through 2001-02" which is Exhibit E of the attached MOU, the Assessment Per Parcel on
non-residential parcels in the Project will be $0.33 for each square foot.
The Assessment Per Parcel for both residential and non-residential parcels may be
increased each subsequent year based on the Consumer Price Index2 and the Utility Rate Index3.
Annual increases in the Assessment shall be calculated as follows:
Tax/Assessment for Non- Consumer Price Index for the
Utility related Costs x San Francisco-Oakland-San Jose
Area for April of the immediately
preceding fiscal year
plus:
Tax/Assessment for Utility Utility Rate Index based on
Related Costs x the costs of utilities for the
2 "Consumer Price Index" shall mean that certain measure of the average change in prices over time
in a fixed market basket of goods as reported by the United States Department of Labor Statistics for
the San Francisco-Oakland-San Jose area. The base year for the Consumer Price Index used in
calculating the Tax/Assessment on parcels within the Dougherty Valley shall be the year in which
this MOU is executed.
3 "Utility Rate Index" shall mean the index calculated by the following formula: 20 randomly
selected parcels within the Project Site, which include both residential and non-residential parcels,,
shall be identified. The actual, total gas, water and electricity charges (including fees) for the
preceding year (year 1) for all 20 of these parcels shall be added. This total shall be divided by the
actual, total gas, water and electricity charges (including fees) for the same 20 parcels for the
preceding year(year 0). The resulting ratio is the Utility Rate Index.
5
immediately preceding fiscal year
In no event shall the Tax/Assessment per parcel for any fiscal year be less than the amount
established for the first fiscal year.4
Section 7. Methodology for Calculating the Assessment Per Parcel.
The three Assessment categories are Tier A (generally higher density multi-family
residential), Tier B (generally single-family residential) and non-residential. The Tier A and Tier B
Assessments are chargeable on a per unit basis. The non-residential are chargeable on a per square
foot basis.
Multi-family residential units generate less demand on public facilities than single-family
residential units; therefore, they should pay a lower fee. They generate less demand for the
following reasons:
• The multi-family units may typically range in size of 900 square feet for apartments and
1,800 square feet for townhomes. The smaller size of these units as compared to the
single family units, 3,000 square feet, generates a lower population of adults and school
age children per household. This owner population per household generates less demand
upon public facilities such as schools, parks, and libraries.
• Multi-family units have a number of private amenities within each area. These generally
consist of a recreation building, pool and spa, and trails and common open spaces and
meeting rooms. These amenities are private and for the use of the residents of the
multi-family units only, and do not compete for use with the single family population.
This creates less demand by the multi-family residents upon parks, trails, recreation
areas, open space and the community center.
• Landscaping and road maintenance costs are higher for single family residents due to
more street frontage per unit and lack of a home owner association to levy maintenance
costs. Multi-family units will be charged a home owners association fee or a portion of
rent will be used to maintain the private roads and landscaping areas specific to each
development.
• Based on ITE trip generation factors, single family residential units generate 9.55 trips
per day, condom iniums/townhomes generate 5.86 trips per day, and low rise apartments
generate 6.59 trips per day. Due to the lower trip generation factors for multi-family
units, less impact may occur to the streets by multi-family residents.
Based on the above justifications, demand for Extended Services is directly related to the
average square footage of the two types of residential units.
4 Pursuant to Section 5.1 (b)(2)(B) of the MOU, if any legal challenge results in a prohibition
against, or a substantial delay in the levy of, a Tier A Assessment on any parcel, the Tier B
Assessment in effect at the time of such prohibition or delay shall be charged to such parcel and
adjusted in subsequent years according to the formulas provided in Section 6 of this Engineer's
Report.
6
Non-residential uses also generate demand for Extended Services. The demand is primarily
on streets, flood control and storm drain facilities, and police services. There is less demand on
schools, parks and libraries. The demand of non-residential property is also related to square
footage.
The methodology used to allocate costs to the three categories of Assessments is based on a
square foot basis (MOU, Exhibit E, page B-7). The assessment assigned to each category is
pro-rated based on its percentage of square footage compared to the total Project-wide square
footage (MOU, Exhibit E, page A-5). The per unit Assessment for single-family units and
multi-family units is the estimated Total Assessment for that respective category divided by the
respective number of units (MOU, Exhibit E, page A-5). The square footage Assessment calculation
was translated into two per parcel Assessments for residential parcels due to the relatively small
range of square footage of the individual residential units and to simplify the Assessment collection
procedures. The per unit Assessment for non-residential uses is the estimated Total Assessment
divided by the non-residential square footage Project-wide (MOU, Exhibit E, page A-5). The
estimated Total Assessment for non-residential parcels is apportioned by square footage because the
total square footage of these units will vary widely.
Section 8. Statement/Legal Analysis Regarding Camp Parks.
Proposition 218 provides that:
Parcels within a district that are owned or used by any agency, the
State of California or the. United States shall not be exempt from
assessment unless the agency can demonstrate by clear and
convincing evidence that those publicly owned parcels in fact receive
no special benefit.
Cal. Const. Art. XIII D, Sec. 2. The southern end of CSA M-29 is home to the Camp Parks Reserve
Forces Training Area. The 892-acre facility is owned by the United States Department of the Army.
The area is policed by the U.S. Army and already has all of the services needed to perform its
current mission.
Camp Parks will not be subject to the Assessment because none of the Extended Services
will be provided within its boundaries. Further, it is a federal facility which will not benefit either
directly or indirectly from the Extended Services provided to other parcels in CSA M-29.
Finally, under the Supremacy Clause of the United States Constitution, state and local
governments may not directly tax the federal government or federal departments. Government Code
section 25210.77a, which authorizes assessments for Extended Services in County Service Areas,
also specifically provides that"The Board of Supervisors shall not impose a charge upon a federal or
state governmental agency."
Section 9. Tentative Report under Contra Costa County Code Article 1012-2.6.
This Engineer's Report contains all of the information required to be in a tentative report
under Contra Costa County Code Article 1012-2.6 and satisfies all of the requirements for a
Tentative Report under that Article. This Engineer's Report, therefore, constitutes "The Tentative
Report for the County Service Area M-29 (Dougherty Valley), San Ramon Area Benefit
Assessment/Service Charge Fiscal Year 1998-1999" (the "Tentative Report"). The Assessment
7
constitutes a "service charge" as that term is used in County Code Chapter 1012-2. The Tentative
Report includes the computation of service charge required by Contra Costa County Code
section 1012-2.606.
CA962500.044
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SUPEMSORS
CONTRA COST6MON
CIN OF SA7N P.O.BOX 5148
SAN KWON,CAl2FORMA 94583
PHONE:(510)Z75-2200
FAX (SIO)866.1436
December 9, 1997
Honorable Mark DeSaulnier, Supervisor
County of Contra Costa
2425 Bisso Lane, Suite 110
Concord, CA 94520
Re: City of San Ramon Support for Board of Supervisors
December 9, 1997 Agenda Item D.10, a Benefit Assessment for
County Service Area M-29, Dougherty Valley (San Ramon Area)
Chairman DeSaulnier:
I am writing on behalf of the City of San Ramon to urge the Board of Supervisors
to adopt the above benefit assessment.
The benefit assessment implements both the "Agreement to Settle Litigation
Relating to the Dougherty Valley General Plan Amendment, Specific Plan and
Environmental Impact Report" entered into by the County on May 11, 1994, and
'the "Memorandum) of Understanding between Contra Costa County, the City of
San Ramon, Shapell Industries and Windemere Ranch Partners Relating to the
Development of Dougherty Valley" entered into by the County on October 14,
1997.
The benefit assessment will serve as a backup to the special tax which the City of
1
CRY COUNOL',27Sam ADMIMMAIM SCM=,t7S-2973 PAW i COAVA MI5,SEAMM 275-22SO eu&DAIG b SA M SERVXES1 2752720
CITY MANACKI 275.2330 POLICE SERVICES:275-2720 COMMUNRY CENMK 2754700 ECONOMIC DEVELO/MENF SONIC:275-2280
MY CLEM 275-2.950 Pusuc SETorKLS:275.2260 H40Q CENITR 275,7316 LNCJNUAING SXWWJ-- 275.2230
PLANNPIG%XKWOO S:1762210
TWANSPOVA7ION SEKVX3E&273.2230
San Ramon, hopes will be approved and levied following the special election
ordered by the Board of Supervisors last week. Together, the benefit assessment
and the special tax will give CSA M-29 a solid and flexible financial foundation.
Very truly yours,
Herb Monix
City Manager
HM/sfb
cc: Vic Westman
Bob Saxe
Debbie Chamberlain
Skip Epperly
Chris Truebridge
Susan Collins
Dan Coleman
Adam U. Lindgren
2
PROOF OFPUB LICAM N NOTICE OF
C 0 NTCOSTHEAROIUNIG
1 EFORETHE
(20 s-5 C-0. j.) 00014-AFSUPACVISONRVISORS
BOARD OSUPERVISORS
STATr-- OF CAUFORNIA RAMON AREA
Notice is hereby given that,
County O( Contra COsta the Board of Supervisors of
Contra Costa County will
meet in the Board Chambers,
am a (:-tLY-Cn Of the United States and a resident of the Room 107 at 651 Pine Street,
aMartinez,California,on Tues-
C�OU(ItYaforesaid; I arn Over the ac)a of years. d% December 9, 1997 at
men to
an<:' not a Party to Cic-Interosted In the above--e ntf tied menP.M.monis of anOm-
y interested consider cper-
matter, son either written or oral on
the adoption of a benefit as-
sessment for County Service
I am the Pirfcicipal L�e(jal Ciect(o(tile 00(itra Costa-Firries. Area M-29,Dougherty Valley
San Ramon area. A copy of
Of oenec�al Cl(_Mdatf0n� Pdcltcd and pub- the Engineer's Report/Tenta-
Reporep!�e
t
for this benefit at 26-40 Shadetands C)dve (a the 04ty ofwalnuttsiveessment is on file with the
Greek C�O(JrItY O(CO C�osta, 94598. Clerk of the Board of Supervi-
sors,651 Pine Street Room
106, Martinez,California and
And VA-itc-t-1 riev-fsPaper has been adjud(7ed a newspaper thePublic Works Depart-
of ocrieral CIrcxAa(Ion by ti-ie Sciperfor Court Of the Countmen 1,255 Glacier Drive,Mar-
of Contra 00-StaY finez.
, State Of Call(ocrila, Under the' of Dated:November 4,1997
-October 2-2-,1934- Oasc Nur-abec 19764. PHIL BATCHELOR, Clerk of
- the Board of Supervisors and
71110 inolfc:4-1. of which the.annexed Is a Printed Copy(set In County Administrator
tYP,c not smatter than rjonpare[(), has been published In BeAnn Cervelli,Deputy Clerk
each reo(ifar and Pe
.r'COT 2237
entice [_sSUe6f:saId newspaper and not fish November 14, 21
in any-LI Plcrncnt thereof on tf-je (ollovAria dates, to-wit: 1997
(b6_
I ____/...............
all I In the year of 19.97_
Cer1flY (Or declare) under penalty of peou(y Via( tt-xe
forcoolno Is true and con- penalty
fzxecuted at Walnut Cr
On this - .. d
2
of
SfOrtature0
'77. . .................
......................... ............
Contra sta -nrnes
P-'O- BOX 4147
Walnut Creek, CA 94596
(510).935-2525 -
PCOO( Of PLIbUcation of:
(attached is a copy 0( the legal advertisement thZtt pUb-
RECEIVED
DEC I
CLERK BOARD OF SUP RMARS
I CONTRA COSTA