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HomeMy WebLinkAboutMINUTES - 03182008 - C.27 SE,L S TO: BOARD OF SUPERVISORS Contra FROM: MAURICE M. SHIU, PUBLIC WORKS DIRECTOR Costa x DATE: March 18 2008 County r'� COUt3' SUBJECT: ADOPT Resolution No. 2008/w for Subdivision 05-8967, Pacheco area. (Countywide Lighting and Landscaping District (LL-2) Funds) (District II) Project No.: 4500-6X5244 SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&:BACKGROUND AND JUSTIFICATION Recommended Action: ADOPT Resolution No. 2008I/v initiating proceedings to annex territory into Countywide Landscaping District 1979-3 (LL-2), Zone 75; accepting the LL-2 Mid-Year Annexation Preliminary Engineer's Report (Zone 75) Fiscal Year 2007/2008, Subdivision 05-8967 and one commercial parcel; declaring the intent to annex territory into LL-2; authorizing noticing to the affected property owners and fixing a public hearing for May 13, 2008. FIX a Public Hearing for May 13, 2008 at 9:30 a.m. in Room 107 of the Board of Supervisors' Chambers, 651 Pine Street, Martinez, California to certify the tabulation of the ballots submitted for the proposed assessment. DIRECT the Public Works Director, or designee, to mail by first class mail, a written notice and ballot to each parcel owner within the development in compliance with Proposition 218. DIRECT the Clerk of the Board of Supervisors to complete the required public notification in accordance with Section 6061 of the Government Code. Continued on Attachment:X SIGNATURE: ECOMMENDATION OF COUNTY ADMINISTRATOR —RECOMMENDATION OF BOARD COMMITTEE PPROVE OTHER 7L��.SIGNATURE(S): �JJg� ACTION OF$O ON 0?, /lg/®4 APPROVED AS RECOMMENDED OTHER VOjE OF SUPERVISORS UNANIMOUS(ABSENT AYES: NOES: ABSENT:— ABSTAIN: Jw:ab G:\SpDist\CSA L-100\Annexations\Forms\Board Reso(Fixing)-Form.doc Orig.Div:Public Works(Special Districts) Contact: Warren Lai(313-2180) cc: County Administrator I hereby certify that this is a true and correct copy of an Assessor action taken and entered on the minutes of the Board of Auditor-Controller County Counsel Supervisors on the date shown. Francisco&Associates,130 Market Place,Suite 160,San Ramon,CA 94583 Q ATTESTED: h e o t� _ JOHN CULLEN,Clerk of the doard of Supervisors and County Admini or By Deputy SUBJECT: ADOPT Resolution No. 2008/ 10-" for Subdivision 05-8967, Pacheco area. (Countywide Lighting and Landscaping District (LL-2) Funds) (District II) Project No.: 4500-6X5244 DATE: March 18, 2008 PAGE: 2 of 2 Fiscal Impact: There is no impact to the County General Fund. All costs will be covered with revenue from Countywide Landscaping District 1979-3 (LL-2) Zone 75. Reasons for Recommendations and Background: The developers of Subdivision 05-8967 are required as a Condition of Approval for their development to form a new Zone or annex to one of the existing Zones of the Countywide Landscaping District 1979-3 (LL-2) for future maintenance of public landscaping improvements which may include; median islands, border strips fronting public roads, parks, trails and pedestrian paths. In addition, the adjacent commercial parcel 159-230- 006 will also benefit from the Zone 75 improvements. The 0.96 acre commercial parcel will be developed into a church and Subdivision 05-8967 will be developed into an 89 unit residential project located adjacent to the existing Zone 75. These projects will contain improvements similar in nature to what already exists in Zone 75. Therefore it is recommended that the commercial parcel and Subdivision 05-8967 be annexed into Zone 75 rather than form a new landscaping zone of benefit. The Landscaping and Lighting Act of 1972 requires that an Engineer's Report be prepared when annexing territory into an existing assessment district. The Engineer's Report describes the improvements to be operated and maintained within each benefit zone, identifies the modified boundaries and parcels located within each benefit zone, establishes a budget and maximum assessment rate for each parcel within each benefit zone and lists each individual parcel's assessment. The Act also requires that a public hearing be held to determine if there is sufficient property owner support to annex the territory into LL-2. The Engineer's Report attached as Appendix A to this Board Order will annex the new territory/development projects into the existing benefit zones that were formed with previous Board actions. Proposition No. 218 requires all new assessments receive voter approval, by property owner, prior to final approval from the Board of Supervisors. The adoption of this resolution will trigger the minimum 45-day noticing and balloting period and mailing of these notices and ballots to the affected property owners. Consequences of Negative Action: This project will not be in compliance with the Conditions of Approval for development of the commercial parcel and Subdivision 05-8967, therefore an alternative means to finance public right-of-way landscaping would have to be found. THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA Adopted this Resolution on March 18, 2,008 by the following vote: AYES: GIOIA, UILKEMA, BONILLA, and GLOVER NOES: None ABSENT: PIEPHO ABSTAIN: None QRESOLUTION NO. 2008/ SUBJECT: ADOPT Resolution No. 2008/ initiating proceedings to annex territory into Countywide Landscaping District 1979-3 (LL-2), Zone 75; accepting the LL-2 Mid-Year Preliminary Engineer's Report (Zone 75) Fiscal Year 2007/2008, Subdivision 05-8967 and one commercial parcel; declaring the intent to annex territory into LL-2; authorizing noticing to the affected property owners and fixing a public hearing for May 13, 2008, Pacheco area. (Countywide Lighting and Landscaping District (LL-2) Funds)(District 2) Project No.: 4500-6X5244 The Board of Supervisors of Contra Costa County FINDS THAT: 1. The County is currently processing Vesting Tentative Map 05-8967 (the "Development"). 2. On February 6, 2007, the applicant for Subdivision 05-8967 submitted a request to the Department of Public Works for inclusion of,Subdivision 05-8967 into Countywide Landscape District 1979-3 (LL-2) Zone 75. The County intends to initiate proceedings to annex the subdivision into LL-2 Zone 75 pursuant to that request. 3. Section 22607 of the California Streets and Highways Code provides that the annexation of territory into an existing assessment district be conducted in accordance with the same procedures as the formation of a new assessment district. 4. Section 22585 of the California Streets and Highways Code requires the Board to adopt a resolution initiating the proceedings for the annexation of territory into a Countywide Landscape District 1979-3 (LL-2) Zone 75, and further requires that the Board order the preparation and filing of an Engineer's Report with the Clerk of the Board. 5. Section 22586 of the California Streets and Highways Code requires the Board to approve the Engineer's Report annexing territory into Countywide Landscape District 1979-3 (LL-2) Zone 75 either as filed or as modified. JW:ab G:\SpDist\CSA L-100\Annexations\Forms\Board Reso(Fixing)-Form doc Orig.Div: Public Works(Special Districts) Contact: Warren Lai (313-2180) cc: Comity Administrator I hereby certify that this is a true and correct copy of an action Assessor taken and entered on the minutes of the Board of Supervisors on Auditor-Controller the date Shown. Comity Counsel Francisco&Associates,130 Market Place,Suite 160,San Ramon,CA 94583 �y �J ATTESTED: 0-3 A JOHN CULLEN, Clerk of fhe Board of Supervisors and County Administrat r By Deputy RESOLUTION NO. 2008/ 1��1 SUBJECT: ADOPT Resolution No. 2008/192 initiating proceedings to annex territory into Countywide Landscaping District 1979-3 (LL-2), Zone 75; accepting the LL-2 Mid-Year Preliminary Engineer's Report (Zone 75) Fiscal Year 2007/2008, Subdivision 05-8967 and one commercial parcel; declaring the intent to annex territory into LL-2; authorizing noticing to the affected property owners and fixing a public hearing for May 13, 2008, Pacheco area. (Countywide Lighting and Landscaping District (LL-2) Funds) (District II) Project No.: 4500-6X5244 DATE: March 18, 2008 PAGE: 2 of 3 6. Section 22587 of the California Streets and Highways Code requires the Board to adopt a resolution declaring the intention to order the annexation of territory into Countywide Landscaping District 1979-3 (LL-2), to fix a public.hearing regarding the annexation of territory into LL-2. 7. Section 22588 of the California Streets and Highways Code requires the Board to comply with the notice, protest, and hearing procedures in Section 53753 of the Government Code. NOW, THEREFORE THE BOARD OF SUPERVISORS ORDERS AND RESOLVES AS FOLLOWS: 1. Pursuant to Section 22585 of the California Streets and Highways Code, the Board initiates the annexation of territory into a Countywide Landscape District 1979-3 (LL-2) Zone 75, and further requires that the Board order the preparation and filing of an Engineer's Report with the Clerk of the Board. 2. The improvements to be made within LL-2 are generally described as the operation, maintenance and servicing of parks, landscaping, irrigation, lighting and associated facilities located in and along arterial and collector streets and within other public areas as referenced in the Mid Year Annexation Preliminary Engineer's Report for the Fiscal Year 2007/08 on file with the Public Works Director. 3. Pursuant to Section 22586 of the California Streets and Highways Code, the Board accepts the Mid Year Annexation Preliminary Engineer's Report (Exhibit A) annexing territory into Countywide Landscape District 1979-3 (LL-2) Zone 75. This report contains a full and detailed description of the improvements, the boundaries of the assessment district and the proposed assessments upon assessable lots and parcels of land within the assessment district. 4. Based upon its review of the Mid Year Annexation Preliminary Engineers Report, the Board finds that: (a) The special benefit financed by the assessments will directly benefit the parcels within each of the zones. (b) The cost of the proposed assessments within each zone is proportional to the benefits that the special benefit will confer on each parcel. RESOLUTION NO.2008/ �- SUBJECT: ADOPT Resolution No. 2008/162- initiating proceedings to annex territory into Countywide Landscaping District 1979-3 (LL-2), Zone 75; accepting the LL-2 Mid-Year Preliminary Engineer's Report (Zone 75) Fiscal Year 2007/2008, Subdivision 05-8967; declaring the intent to annex territory into LL-2; authorizing noticing to the affected property owners and fixing a public hearing for May 13, 2008, Pacheco area. (Countywide Lighting and Landscaping District (LL-2) Funds) (District II) Project No.: 4500-6X5244 DATE: March 18, 2008 PAGE: 3 of 3 5. Pursuant to Section 22587 of the California Streets and Highways Code, the Board declares the intention to order the annexation of territory into Countywide Landscaping District 1979-3 (LL-2) Zone 75. 6. Pursuant to Section 22588 of the California Streets and Highways Code the Board directs the Clerk of the Board to immediately provide the Public Works Department of Contra Costa County with a copy of this resolution. The Board directs the Public Works Director, or their designee to mail the written notice of the Hearing (the "Ballot Notice") and ballots to each of the record owners of each parcel within the developments. 7. The Board will conduct a public hearing (the "Hearing") on March 18, 2008 at 9:30 a.m. in Room 107 of the Board of Supervisors' Chambers, 651 Pine Street, Martinez, California 94553. 8. At the Hearing, the Board shall, consider any objections or protests to the Assessment. Immediately after the Hearing, the Public Works Department shall tabulate the ballots and certify the tabulation of the ballots. The Board shall not impose the Assessment if there is a majority protest. A majority protest exists if, upon conclusion of the Hearing, ballots submitted in opposition to the assessment exceed the ballots submitted in favor of the assessment. In tabulating the ballots, the ballots shall be weighted according to the proportional financial obligation of the affected property. 9. If there is no Majority Protest, the Board may adopt a resolution which: confirms the Mid Year 2007/2008 Engineer's Report; levies the assessment in the Engineer's Report; finds that the Director of the Contra Costa County Public Works Department, acting as the designated director, has concluded that the Engineer's Report conforms to the official assessment roll for the year in which the assessment will be collected and, therefore, constitutes the Annexation Report for the Assessment; confirms the Annexation Report; and levies the Assessment for the Fiscal Year referred to in the Engineer's Report. RESOLUTION NO.2008/ �� • e{ 0 PRELIMINARY ENGINEER'S REPORT CONTRA COSTA COUNTYWIDE LANDSCAPING DISTRICT (LL-2) Zone 75 - Belmont Terrace Mid. Year Annexation Fiscal Year 2007-08 r PEpared for. Contra Costa County Prepared by Francisco&r Associates,Inc. 130 Market Place,Suite 160 San Ramon,CA 94583 March 18, 2008 Contra Costa Countywide Landscaping District(LL2) Zone75Mid Year Annexation.Fiscal Year2007-08 TABLE OF CONTENTS Page No. Contra Costa County Board of Supervisors and County Staff..................................................ii Certificates.............................................................................................................................................m SECTIONI-Introduction ..................................................................................................................1 SECTION II- Impacts of Proposition 218........................................................................................2 SECTION III-Engineer's Report......................................................................................................3 PART A-Plans and Specifications......................................................................................5 Table 1-Existing Improvements (Zone 75)..................................................5 Table 2-Proposed Additional Improvements (Zone 75)..........................5 PARTB-Estimate of Cost.....................................................................................................7 Table 3-Total Estimated Cost at Build-out (Zone 75)..............................7 PARTC-Assessment Diagram............................................................................................9 PART D- Method of Apportionment of Assessment....................................................11 PART E-Property Owner List&Assessment Roll......................................................15 Table 4 -Assessment Roll (Zone 75).............................................................15 - Francisco&Associates Contra Costa Countywide Landscaping District(LL2) Zone 75Mid Year Annexation Fiscal Year2007-08 BOARD &t COUNTY STAFF CONTRA COSTA COUNTY COUNTYWIDE LANDSCAPING DISTRICT(LL-2) MID YEAR FISCAL YEAR 2007-08 CONTRA COSTA COUNTY BOARD OF SUPERVISORS Federal D. Glover Chair District No.5 John M. Gioia Gayle B. Uilkema Board Member District No. l Board Member District No. 2 Mary N. Piepho Susan Bonilla Board Member District No. 3 Board Member District No. 4 COUNTY STAFF Maurice Shiu Public Works Director Silvano Marchesi John Cullen County Counsel Clerk of the Board of Supervisors Warren Lai Special Districts Francisco&Associates Assessment Engineer ��- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) Zone 75 Mid Year Annexation.Fiscal Year 2007-08 CERTIFICATES ENGINEER'S REPORT CONTRA COSTA COUNTY COUNTYWIDE LANDSCAPING DISTRICT(LL-2) MID YEAR FISCAL YEAR 2007-08 The undersigned, acting of behalf of Contra Costa County, respectfully submits the enclosed Engineer's Report as directed by the Contra Costa County Board of Supervisors pursuant to the provisions of Article XIIID, Section 4 of the California Constitution, provisions of the Landscaping and Lighting Act of 1972, and Section 22500 et seq of the California Streets and Highways Code. The undersigned certifies that he is a Professional Engineer, registered in the State of California. Dated: g o By: Warren Lai Senior Engineer RCE No. C61737,Expiration June 30,2009 1 HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached was filed with me on the—le day of�,2008. John Cullen,Clerk of the Board of Supervisors Contra Costa County,California i By: I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached was approved and confirmed by the Board of Supervisors of Contra Costa County,California,on the 101day of Adat1lte,2008. John Cullen,Clerk of the Board of Supervisors Cont Costa County,California y_ �u- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION I Zone 75 Mid Year Annexation Fiscal Year 2007-08 INTRODUCTION SECTION I INTRODUCTION ENGINEER'S REPORT COUNTYWIDE LANDSCAPING DISTRICT(LL-2) MID YEAR FISCAL YEAR 2007-08 Background Information 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,has previously approved the formation of the 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,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. Generally, developers as a part of their conditions permitting the developer to construct new housing or commercial/industrial developments, construct these public improvements. However,the ongoing operation,maintenance and servicing of these improvements are financed through the District. The District is composed of benefit zones to ensure the operation; maintenance and servicing of the improvements are specifically paid for by those property owners who directly benefit from the improvements. For Mid Year FY2007-08,it is anticipated that additional territory will be annexed into Zone 75. This annexation will need property owner approval prior to final approval from the Board of Supervisors. This process is discussed in Section II;`Proposition 218'of this Report. Current Annual Administration As required by the Landscaping and Lighting Act of 1972, the Engineer's Report includes: (1) a description of the improvements to be operated, maintained and serviced by Zone 75, (2) an estimated build out budget for Zone 75, and (3) a listing of the proposed maximum assessments to be levied upon each assessable lot or parcel within Zone 75. The Contra Costa Board of Supervisors will hold a Public Hearing, May 13, 2008, regarding the annexation of additional territory into Zone 75. This hearing will provide an opportunity for any interested person to be heard. At the conclusion of the Public Hearing, if the assessment ballot tabulation is favorable, the Contra Costa County Board of Supervisors may adopt a resolution confirming the proposed annexation and setting the maximum assessment rates as originally proposed or as modified within Zone 75. 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 will be placed in a.special fund and used for the purposes stated within this Report. A- Francisco&Associates Contra Costa Countywide LandscapingDistrict(LL2) SECTION II Zone 75Mid YearAnnexation.Fiscal Year 2007-08 PROPOSITION 218 SECTION II IIViPACTS OF PROPOSITION 218 ENGINEER'S REPORT COUNTYWIDE LANDSCAPING DISTRICT(LL-2) MID YEAR FISCAL YEAR 2007-08 On November 5, 1996 California voters approved Proposition 218 entitled "Right to Vote on Taxes Act" which added Articles XIIIC and XIIID to the California Constitution. While its title refers only to taxes, Proposition 218 establishes new procedural requirements for 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 were anticipated in the assessment formula (e.g.' Consumer Price Index (CPI) increase or assessment cap) then the County would not need to comply with the provisions of Proposition 218. For Mid Year FY2007-08, it is anticipated that additional territory will be annexed into Zone 75. In order to comply with the requirements of Proposition 218, the County will implement the following procedures: 1) Every property owner within the area being annexed will be mailed a ballot, which will allow the property owner to cast their vote on whether to be annexed into Zone 75. A notice describing the assessment, the individual property owner's maximum annual assessment rate, the duration of the assessment, the reason for the assessment and the basis upon which the assessment is calculated will accompany the ballots. 2) After the close of the Public Hearing on May 13, 2008, the ballots, which are returned prior to the close of the public input portion of the public hearing, will be tabulated to determine whether or not a majority protest against the proposed annexation and:Levy of assessment for Zone 75. 3) The ballots will be weighted based upon each parcel's proportionate maximum assessment amount for the zone. 4) If there are publicly owned properties (generally those which are developed as opposed to open space) they will be assessed. All property owners will be noticed in accordance with Proposition 218 prior to the Public Hearing. At the conclusion of the Public.Hearing,and after the ballots have been tabulated,the County Board of Supervisors may adopt a resolution confirming the annexation and maximum assessment rate. -2- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75M-id Year Annexation.Fiscal Year 2007-08 ENGINEER'S REPORT 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 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. , adopted March 18, 2008 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) MID YEAR FISCAL YEAR 2007-08 . Herein after referred to as "Zone 75", I, Warren Lai, P.E., the duly appointed ENGINEER OF WORK,submit herewith this "Report" consisting of five(5)parts as follows: PART A: PLANS AND SPECIFICATIONS This part describes the improvements in Zone 75. Plans and specifications for the improvements are 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,and is 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 Zone 75 showing the exterior boundaries of the Zone, and the lines and dimensions of each lot or parcel of land within the Zone. The diagram has been prepared and submitted to the Contra Costa County Clerk of the Board of Supervisors. The lines and dimensions of each lot or parcel within the Zone 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. PART D: METHOD OF APPORTIONMENT OF ASSESSMENT This part contains the method of apportionment of assessments, based upon parcel classification of land within the Zone,in proportion to the estimated benefits to be received. -3- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75 Mid Year Annexation i7iscal Year 2007-08 ENGINEER'S REPORT PART E: PROPERTY OWNER LIST&z ASSESSMENT ROLL This part contains a list of the Contra Costa County Assessor's Parcel numbers, and the maximum amount to be assessed upon the benefited parcels within Zone 75. The Assessment Roll is filed in the Office of the County Clerk and is incorporated in this Report by reference. The list is keyed to the records of the Contra Costa County Assessor, which are incorporated herein by reference. 4- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75Mid Year Annexation Fiscal Year 2007-08 PART A PART A PLANS AND SPECIFICATIONS The facilities, which have been constructed within Zone 75, and those which may be subsequently constructed, will be operated, maintained and serviced as generally described as follows: 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 operation of these services and facilities 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, entry ways, parkways, County building grounds, and designated easements within the boundaries of Zone 75. Specialty 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 Zone 75. Table No. 1 below shows a detailed description of the improvements that are currently operated, maintained and serviced within Zone 75. Table No. I - Zone 75 (Belmont Terrace—Pacheco Area) Tract 8984 • Landscaping, irrigation and related improvements located within the public right-of- way along the south side of Pacheco Boulevard frontage from Falling Star Drive to Little Valley Road (As of Fiscal Year 2007-08 this is maintained by the Homeowner's Association,if the Homeowners Association fails to maintain the landscaping to County standards then the County will step in an maintain the area and collect the assessments for the landscaping). -5- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75 Mid Year Annexation.Fiscal Year 2007-08 PART A Table No. 2 below shows a detailed description of the improvements that are planned to be annexed,operated,maintained and serviced within Zone 75. Table No. 2 - Zone 75 (Field Bodhaine Courtyard Homes —Pacheco Area) Subdivision 8967 and Adjacent Commercial Parcel(APN 159-230-006 • Landscaping, irrigation and related improvements located within the public right-of- way along the north side of Pacheco Boulevard frontage fronting subdivision 8967 (it is anticipated that these landscaping improvements will be maintained by the Homeowner's Association, if the Homeowners Association fails to maintain the landscaping to County standards then the County will step in an maintain the area and collect the assessments.for the landscaping). *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 not the responsibility of LL2. 6- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75 Mid Year Annexation.Fiscal Year 2007-08 PART B PART B ESTIMATE OF COST The 1972 Act provides that the total cost of construction, operation, and maintenance and servicing of the public landscaping, lighting (not street lighting except in special cases), parks, trails and open space facilities, etc. can be recovered by each Zone. Incidental expenses including administration of the Zone, engineering fees, legal fees and all other costs associated with the construction, operation and maintenance and servicing of the Zone can also be included. For the new territory being annexed into Zone 75 is not anticipated to have any expenditures incurred for Fiscal Year 2007-08, therefore no money will need to be collected. Table 3 below shows the total maintenance and operations budget upon completion of all improvements within Zone 75. This information has been provided by Contra Costa County Public Works Staff. Table No. 3 - Zone 75 - Subdivisions 8967 & 8984 and Adjacent Commercial Parcel (APN 159- 230-006) TABLE 3:TOTAL]ESTIMATED COST AT BUILDOUT(IN FY2007-08 DOLLARS) Countywide Landscaping District(LL-2)-Zone 75 Belmont Terrace(Sub 8984&t Subd.8967)&r Adjacent Comercial Parcel(APN 159-230-006) Total Operation&t Maintenance Quantity Cost/Unit Cost Pacheco Blvd Frontage 3.5'x 1,682' 0.14 Acre $20,000.00/Acre $2,702.94 Utilities 12 Months $450.00/Month $5,400.00 Vanadlism&Incidentals $5,000.00 Subtotal $13,102.94 TOTAL ALL MAINTENANCE: $13,102.94 Incidental Costs Assessment Engineering $3,000.00 Assesment Collection Fees $500.00 County Administration $10,000.00 TOTAL ALL INCIDENTALS: $13,500.00 Reserve Funds Operating Reserve Fund(50%) $13,301.47 Capital Reserve Fund(20%) $2,620.59 TOTAL ALL RESERVES: $15,922.06 Total Annual Estimated Cost $42,525.00 CPI Info. Date Actual CPI Increase Rate Jun-06 209.10 $254.11 Feb-07 213.70 2.20% $259.70 Subdivision-Landusg Total Units EDU Rate No.of EDU's Rate per EDU Assmt Revenue 8984 Lots-Courtyard 128 0.75 96.00 $24,931.20 8967 Lots-Courtyard 89 0.75 66.75 $17,334.98 Commercial 1 1.00 1.00 $259.70 218 163.75 $259.70 $42,525.88 7- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75Mid Year Annexation Fiscal Year2007-08 PART B 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 be used only for the purpose as stated herein. A contribution to each Zone by Contra Costa County may be made to reduce 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. s- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75 Mid Year Annexation Fiscal Year 2007-08 PART C PART C ASSESSMENT DISTRICT DIAGRAM The boundaries of Zone 75 are completely within the boundaries of Contra Costa County. The Assessment Diagram for the Countywide Landscaping District (LL-2) that incorporates Zone 75 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 Zone 75 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. Zone 75 encompasses the entire development area located within Subdivisions 8967& 8984 and adjacent Commercial Parcel(APN 159-230-006). These areas are located in the Martinez area, off of Pacheco Boulevard just west of Freeway 680 and North of Highway 4 (vicinity maps are shown below). area s •ae- ��O b O O 4 VICINITY MAP ZONE 75 The Assessment Diagram for Zone 75 is included on the following page. 9- Francisco&Associates r Lv LL. C) O r- Q r (Y I�W 9 LLI r= F Otf z ,.,O -/ � tea:✓ - x /- ll I� I � cr- z0 G1 0 m �. m z E—� � lr� •Q�G��t� '500 (n U 5 (n p. W Q Ld ` U) Cl'_ d z .Y = vii h i 4 U' J Z W 7 m N +� Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75Mid Year Annexation Fiscal Year2007-08 PART D 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. -11- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75Mid Year Annexation Fiscal Year2007-08 PART D 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, inmost 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 along major thoroughfares,medians and parkways provides beautification and enhancement of the surroundings. These landscape improvements benefit all parcels within Zones 75. These major thoroughfares are the entryways into each zone and as such provide beautification to the entire zone. ASSESSMENT METHODOLOGY The total operation, maintenance and servicing cost for the landscaping facilities are apportioned in accordance with the methodology that is consistent with standard assessment engineering practices. As certain subdivisions develop throughout the County, they may be annexed into an existing Zone or a new Zone may be created. Each new subdivision is evaluated to determine which improvements are of a specific and direct benefit to the parcels within the subdivision and then a determination is made whether to annex them into an existing Zone or form a new Zone. The parcels, which benefit from the improvements, are then identified and a benefit assessment methodology is developed to allocate the costs of the improvements to the benefiting parcels. Since the assessments are levied on the owners of properties as shown on the secured property tax rolls, the final charges must be assigned by Assessor's Parcel Number. If assessments were to be allocated 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 allocated to each parcel of land based on benefit received by each particular parcel. The methodology used to assign EDUs to other land uses in proportion to the benefit they receive relative to the single family residential parcel and is explained below. -12- Francisco&Associates Contra Costa Coun tywide Lan dscaping District(LL2) SECTION III Zone 75 Mid Year Annexation Fiscal Year 2007-08 PART D 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 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 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. However, those parcels classified as a condominiums, townhouse or duet typically have a use closer to the single family parcel, therefore these types of parcels are assessed a factor of 0.75 EDU per dwelling unit. 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 the acreage of the parcel. The parcels will be assessed one(1.00) EDU for the first acre or any portion thereof, one (1.00) EDU/acre for each additional acre. The minimum number of EDUs per parcel will be one(1.00) EDU. 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. Undeveloped Single Family/Multiple Family Residential - Parcels defined as undeveloped single family and multiple family residential parcels will be assessed at 50% of the developed single family rate or multi-family rate. 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 multi-family residential, 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. 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. i3- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75 Mid Year Annexation Fiscal Year 2007-08 PART D Zone 75 (Belmont Terrace - Pacheco Area) Subdivisions 8967and 8984 and Adjacent Commercial Parcel(APN 159-230-006) 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 townhomes per the County Assessor and these parcels are proposed to be assessed at 0.75 EDU/parcel. The 0.96 acre commercial parcel will be 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 (FY2007-08 dollars). (217 courtyard units*0.75 EDU/unit) =162.75 EDUs (0.96 commercial acres)=1.00 EDU Maximum Assessment= $42,525.88 divided by 163.75 EDUs= $259.70/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 2007 CPI Index is 213.7, therefore the maximum rate for FY2007-08 is $259.70 per EDU. Maximum Rate(In FY 2007-08 Dollars) $259.70 per EDU Proposed FY07-08 Rate $0.00 per EDU i4- Francisco&Associates Contra Costa Countywide LandscapingDistrict(LL2) SECTION III Zone 75Mid Year Annexation Fiscal Year2007-08 PART E PART E PROPERTY OWNER LIST&ASSESSMENT ROLL A list of names and addresses of the owners of all parcels, and the description of each lot or parcel within the territory to be annexed into Zones 75 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, which includes the maximum proposed amount of assessments apportioned to each lot or parcel. The Assessment Roll 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 and is shown below in Table 4 below. Table 4: Maximum Assessment Roll Zone 75 (Existing and Proposed Annexation Area) Assessor's Maximum Parcel Estimated Ultimate Estimated Assessment Status Number Owner Land Use Acres EDUs Amount In Zone 75 161-262-022 O'Brien at Pacheco LLC 39 Courtyard Units 4.23 29.25 $7,596.23 In Zone 75 161-262-023 O'Brien at Pacheco LLC 89 Courtyard Units 9.82 66.75 $17,334.98 Annex Area 159-230-002 O'Brien Land Co.LLC 58 Courtyard Units 6.16 43.50 $11,296.95 Annex Area 159-230-003 Randall Bodhaine 31 Courtyard Units 3.16 23.25 $6,038.03 Annex Area 159-230-006 Church of God at Martinez Commercial 0.96 1.00 $259.70 163.75 $42,525.88 -15- Francisco&Associates HEARING CONFIRMATION FORM Hearing Date: May 13, 2008 at 9:30 a.m. Name of Person Phoning to Request Hearing: Angela Bell Phone No.: 313-2170 Hearing Date Confirmed with: FAXED to Emy Sharp at 335-1913 of Clerk of the Board Staff on: Agenda Language (how it will read on the calendar): ADOPT Resolution No. 2008/*** initiating proceedings to annex territory into Countywide Landscaping District 1979-3 (LL-2), Zone 75; accepting the LL-2 Mid-Year Preliminary Engineer's Report (Zone 75) Fiscal Year 2007/2008, Subdivision 05-8967 and one commercial parcel; declaring the intent to annex territory into LL-2; authorizing noticing to the affected property owners and fixing a public hearing for May 13, 2008, Pacheco area. (Countywide Lighting and Landscaping District (LL-2) Funds) (District H) Project No.: 4500-6X5244 Anticipated length of the hearing: 5 minutes or less X or more Is it controversial? Yes No X Noticing Requirements: yes Code Section: 6066 Publication Requirements: #of times: 1 # of days before hearing:12 Who is to Publish the Notice? COB: yes PWD N/A It is the responsibility of the department to provide the appropriate notice. Some notices are adopted by Board Resolution; the publication cannot be ordered until the Resolution is adopted by the Board of Supervisors. If posting of notice is required, who will post? N/A If mailing the notice is required, who will provide the clerk with the correct mailing list and labels? N/A When will this "fix hearing item"be listed on the Board agenda as a consent item? March 18, 2008 JW:ab G:\SpDist\CSA L-100\Annexations\Forms\Board Reso(Fixing)-Form.doc cc: J.Waters,Administration PUBLICATION REQUEST TO: Jane Pennington, Chief, Clerk of the Board Attn: Emy Sharp, Deputy Clerk, Clerk of the Board eshar@cob.ro.contra-costa.ca.us FROM: Warren Lai Public Works Department (925) 313-2180 BOARD MTG. DATE: March 18, 2008 PREVIOUSLY APPROVED BY BOS ON: N/A HEARING DATE: May 13, 2008 PUBLICATION DATES: May 1, 2008 REQUESTED PUBLISHING PAPER(S): Contra Costa Times Do not type below this line—Publication lanyaize on following pate NOTICE OF A PUBLIC HEARING BEFORE THE BOARD OF SUPERVISORS COUNTY OF CONTRA COSTA, CALIFORNIA NOTICE IS HEREBY GIVEN that the Board of Supervisors of Contra Costa County will meet in the Board Chambers, Room 107, at 651 Pine Street, Martinez, California, to hold a public hearing on May 13, 2008 at 9:30 a.m., to consider comments of any interested person, either written or oral, to the Mid- Year Preliminary Engineer's Report (Zone75) Fiscal Year 2007/2008 and consider levying an assessment for parcels to be included and certify the tabulation of the ballots submitted for the proposed assessment, Bay Point & N. Richmond area. 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: JOHN CULLEN, Clerk of the Board of Supervisors and County Administrator By , Deputy PUBLICATION DATES: 2008