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HomeMy WebLinkAboutMINUTES - 05132008 - SD.3 TO: BOARD OF SUPERVISORS '. . S . Contra x =� ?r Costa FROM: JULIA R. BUEREN, PUBLIC WORKS DIRECTOR -'1 COON County DATE: May 13, 2008 SUBJECT: ADOPT Resolution No. 2008/accepting tabulation of mail-in ballots, Subdivision 05-8967, Pacheco area. (Countywide Landscaping (LL-2) District Funds) (Warren Lai, Public Works Department)(District II) Project No.: 4500-6X5244 SPECIFIC RUQUF.ST(S)OR RFC'OMMENDATION(S)&BACKGROUND AND JUSTIFICATION RECOMMENDED ACTION: 1. CONDUCT HEARING regarding support or opposition to assessments. 2. ADOPT Resolution'.No. 2008/m3 accepting tabulation of mail-in ballots, confirmation of Final Engineer's Report for Fiscal Year 2007-08 Mid Year for Subdivision 05-8967. FISCAL IMPACT: There is no impact to the County General Fund. All costs are covered with revenue from Countywide Landscaping District 1979-3 (LL-2) Zone 75 Funds (100%). Continued on Attachment: X SIGNATURE: _RECOMMENDATION OF COUNTY ADMINISTRA'T'OR _RECOMMENDATION OF BOARD COMMITTEE APPROVE OTHER SIGNATURE(S): ACTION OF BOARD ON Wtq 131 2X ' APPROVED AS RECOMMENDED i O IER 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. VOTE OF SUPERV ISOIZS 2-09 UNANIMOUS(ABSENT ) AT`rESTED: �.lr ' AYES: NOES: JOHN C'UI-LEN Clerk f the Board of Supervisors and ABSENT: ABSTAIN: County Administrator .IW:ab G:\SpDisC,Board Orders\2008\5-13=08 BO_Hearing_I_I_-2_Zone 75_05-8067_ll-.doe Bye P l Orig.Div:Public Works(Special Districts) Deputy Contact: Warrcn I.ai(313-2180) cc: County Administrator Assessor Auditor-Controller Community Development County Counsel Francisco&Associates,Inc.—130 Market Place,Suite 160- San Ramon,CA 94583 SUBJECT: ADOPT Resolution No. 2008/_ accepting tabulation of mail-in ballots, Subdivision 05-8967, Pacheco area. (Countywide Landscaping (LL-2) District Funds) (Warren Lai, Public Works Department)(District II) Project No.: 4500-6X5244 DATE: May 13, 2008 PAGE: 2 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 C6untywide 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 (APN 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 fonned 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 Board Order.and Resolution complies with the requirements for new assessments under Proposition 218. CONSEQUENCES OF NEGATIVE ACTION: This project will not be in compliance with the above mentioned Conditions of Approval and an alternative means to finance public right of way landscape maintenancevould have to be found. C THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY,CALIFORNIA Adopted this Resolution on May 13, 2008 by.the following Vote: AYES: GIOIA,UILKEMA,PIEPHO, BONILLA&GLOVER NOES: NONE ABSENT: NONE ABSTAIN: NONE �2 RESOLUTION NO. 2008/:9— SUBJECT: Tabulation of mail-in ballots, confirmation of Final Engineer's Report for FY2007/2008 Mid Year, Subdivision 05-8967 to Countywide Landscaping and Lighting District 1979-3 (LL-2)Zone 75, Pacheco area. (Countywide Landscaping (LL-2) District Funds)(District II) Project No.: 4500-6X5244 The Board of Supervisors of Contra Costa County FINDS THAT: 1. A copy of the FY2007-08 Mid Year Final Engineer's Report confirming a maximum landscape service charge (the "Engineer's Report") is attached as Exhibit A. The Engineer's Report meets the requirements of a report under Article 4-Sections 22565 through 22573. The Engineer's Report includes: a description of each parcel of real property receiving the special benefit,the Assessment Diagram, the estimated Assessment chargeable to each parcel; the Assessment chargeable 'to Zone 75 from the parcels within the Development, the methodology supporting the assessment, and the duration of the Assessment. The Board of Supervisors of Contra Costa County RESOLVES: 1. On March 18, 2008, the Board of Supervisors adopted Resolution No. 2008/182 directing the filing of the Fiscal Year 2007-08 Mid-Year Preliminary Engineer's Report for a landscaping assessment on Subdivision 05-8967 to be annexed into Countywide Landscaping District (LL-2) Zone 75. As directed by the Board, the Engineer of Work has filed the engineer's report. 2. On March 18, 2008, the Board of Supervisors adopted Resolution No. 2008/182 declaring the Board's intention to levy and collect landscape charges to operate and. maintain facilities and services within Countywide Landscaping District (LL-2) Zone 75 for fiscal year 2007/08 and setting a public hearing for May 13, 2008. Notice of the hearing was given in the time and manner required by law. 3. Resolution No. 2008/182 directed the Engineer of Work (Public Works Director) to mail to property owners within Subdivision 05-8967 the notices and ballots required by Section 4 .of Article XIII D of the California Constitution(Proposition 218). 4. The notices and ballots have been mailed to property owners and the returned ballots are ready to be tabulated. hv:ab 1 hereby certify that this is a true and correct copy of an .G:\SpDisl\Board Orders\2008\5-13-08 BO Hearing_LL-2_Zone 75_05-8967_1]-.doc action taken and entered on the minutes of the Board of Orig.Dept.:Public Works Department(Special Districts) Supervisors on the(late sh own. Contact: Warren Lai,313-2180 ATTESTED: "- cc: Assessor JOHN CULLEN,C rk of the Board of Supervisors and Auditor-Controller County Administrator County Administrator ` �^ �� County Counsel P.W.Accounting r B ! -�/ l/./��f�/ DeputyFrancisco&Associates,Inc. 130 Market Place,Suite 160—San Ramon,CA )4583 Resolution No.2008/ '333 SUBJECT: ADOPT.Resolution No. 2008/ accepting tabulation of snail-in ballots, confirmation of Final Engineer's Report for FY2007/2008 Mid Year Subdivision 05-8967 to Countywide Landscaping and Lighting District 1979-3 (LL-2) Zone 75, Pacheco area. (Countywide Landscaping (LL-2) District Funds) (District II)Project No.: 4500-6X5244 DATE: May 13, 2008 PAGE: 2 NOW, THEREFORE, the Board FINDS,DETERMINES and RESOLVES that: I. A public hearing was held before this Board on May 13, 2008 at 9:30 a.m. At the hearing, the Engineer of Work presented to the Board all ballots received from property owners within Subdivision .05-8967 (a proposed tabulation of those ballots): The Board heard and considered all protests against the proposed assessments and tabulated the returned ballots according to the proportional financial obligation of the affected properties. The Board also.afforded to every interested person an opportunity to make a protest to the engineer's report, either in writing or orally, and the Board considered each protest. . 2. A majority protest, as defined in section 4(e) of Article XIII D, does not exist. 3. The Board hereby confirms the Fiscal Year 2007/2008 Mid-Year Final Engineer's Report as set forth. EXHIBIT A FINAL ENGINEER'S REPORT FOR ZONE 75 • _l b FINAL ENGINEER'S REPORT CONTRA COSTA COUNTYWIDE LANDSCAPING DISTRICT (LL-2) Zone 75 - Belmont Terrace Mid Year Annexation Fiscal Year 2007-08 15i46.1 Prepared or: Contra Costa County Prepared by: Francisco&Associates,Inc. 1.30 Market Place,Suite 160 San Ramon,CA.. 94583 May 13, 2008 Contni Costa Countywide Landscaping District(L._L_2) Zone 75Mid Year Annexation Fiscal Year2007-08 TABLE OF CONTENTS Page No. Contra Costa County Board of Supervisors and County Staff..................................................ii Certificates.............................................................................................................................................iu SECTIONI- Introduction ..................................................................................................................1 SECTION IT - Impacts of Proposition.218...............................................................:........................2 SECTION III-Engineer's Report......................................................................................................3 PART A- Plans and Specifications......................................................................................5 Table.l-Existing Improvements Zone 755 Table 2-Proposed Additional Improvements (Zone 75)..........................5 PART B- Estimate of.Cost..*...... ...... ...... ...... 7 Table 3 -Total Esimst e 7 ...... 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 Z 75_FFR(rev04-28.08).aoc -1- Francisco&&Associates Contra Costa Countywide Landscaping District(LL2) Zone75Mid Year Annexation.Fiscal Year2007-08 BOARD&L 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 Julia R. Bueren Public Works Director Silvan Marchesi John Cullen County Counsel Clerk of the Board of Supervisors Warren Lai Engineering Services Francisco&Associates Assessment Engineer Z_75_FER(rev04-28-08).doc -ii- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) Zone 75 Mid Year Annexation Fisctl Year2007-08 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 22.500 et seq, of the California Streets and Highways Code. The undersigned certifies that he is a Professional Engineer, registered in the State of.California. � J Dated: `� Z 5 8 By: Warren Lai Senior. Engineer RCE No. C61737,Expiration June 30, 2009 I FIEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached was filed with me on the 13 day of , 2008. John Cullen,Clerk of the 0a Board of Supervisors Contra Costa County,California I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached was approved and coffill ed by the Board of Supervisors of Contra Costa County,California,on the �3 day of. ,2008. . John Cullen,Clerk of the Board of Supervisors Contra Costa County,California B 1-75_Hi.a(rex04-28.08).doc Francisco&Associates Contra Costa Countywide I_andscaping.District(LL2) SECTION I Zone7SMid Fear 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.forination of the County-vidc 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 11;`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 foreach parcel will be made in the same manner and at the same time as payrnents 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. z75_FER(re 04-2s-os).doc -1 Francisco&Associates Contra Costa Coiintvivide LanclscapingDistrict(L.L_2) SECTION II Zone 75Mid•YearAnnexation Fiscal Year 2007-08 PROPOSITION 218 SECTION II IMPACTS 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 2.18, 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.,- Consumer e.gConsumer Price fndex (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. 4_7s FFR(m-04.2a os).doc -2- Francisco&Associates Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75Micl YearAnnex�ition 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 1.5 of the Streets and:.Highways Code of the State of California, and in accordance with the Resolution of Intention, being Resolution No. 2008/182, 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(LI._-2) MID YEAR FISCAL YEAR 2007-08 I:-Ierein 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 11iis part describes the improvements in Zone 7.5. 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. Z 75-.FER(rc%04-28-08).doc -3.. Francisco&Associates Contra Costa Countywide Landscaping.District(LL2) SECTION III Zone 75 Mid YearAnnavation Fiscal Year2007-08 ENGINEER'S REPORT PART E: PROPERTY OWNER LIST&r 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. z_7.5_Fl=R(rex-o4-zs-os).aoc -4- Francisco&Associates Contra Costa Countywide I_andscapingDistrict([-L2) SECTION III Zone 75Mid YearAnnexation 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 consti-tiction,operation,maintenance and servicing of landscaping,irrigation,Iighting(not street lighting except in special cases),park and recrecitiorutl facilities,'and apptrrtertant facilities including but not limited to;personnel,electrical energy,utilities such cis 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 Li hting 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. l below shows a detailed description of the improvements that are currently operated, maintained and serviced within Zone 75. Table No. 1- Zone 75 (.Belmont Terrace—Pacheco Area T ract 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 have the ability to step in an maintain the area and. collect the assessments for the landscaping). Z_75_FER(rcv04 28-08).aoc s- Francisco&Associates Contra Costa Countywide LandscripingDistrict(I-L2) SECTION III Zone 75 Mid Year Anne<Y.ttion 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 Bodhai ne 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 f lomeowners Association fails to maintain the landscaping to County standards then the County will step in an maintain the area and. collect the assessments fo'r 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. . Z_75.FE R(rex04-?8.08)Aoc 6 Francisco&Associates Contra Costa CountpvicleLandscapingDistrict(LL 2) SECTION IiI Zone 75 Mid Year Annexation Fiscal Year2007-08 PART B PART B ESTIMATE OF COST The 1972 Act provides that the total cost of constriction, 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 neve 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. fable .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 1.59- 230-006) TABLE 3:TOTAL ESTIMATED COST AT BUILDOUT(1N FY2007-08 DOLLARS) Countywide i:tndscaping District(i.L-2)-Zone 75 Belmont Terrace(Sub 8984&r Subd.8967)&Adjacent Comercial Parcel APN 159-230-006 Tutal Operation&Maintenance Quantity Cost/Unit Cost Pacheco filed 1'rontage 3.5'x 1,682' 0.14 Acre 52O,i100.00/Acre `42,701.94 Utilities 12 Months 4450.00%\tenth 55,400.00 Vanadlism&incidentals $5.000.00 Subtotal $13,102.94 TOTAL ALL MAINTENANCE $13,102.94 Incidental Costs Assessment Lngincering $3,000.00 Asacanent Collection Fees 4500.Oi) County Administration 510.000.00 TOTAL A1.1-INCIDENTALS: $13,500.00 Reserve Punds Olnerating Reserve Find(509,11) $13,301.47 Capital Reservc Fund(2011,) S2 6'0.59 TOTAL ALL RESERVES: $15,922.06 Total Annual Estimated Cost $42,525.00 CPI Info. Llate Actual CPI Increase Rate jun-06 209.111 $254.11 Feb-07 213.70 1-1.20% $259.70 Subdivision-L;mduse Total Units EDU Rate No.of i:DU's Rate Per EDU Assiut Revenue 8984Lots-Courtyard 118 0.75 96.00 524,93120 5967 Lots-Courtyard 89. 0.75 66.75 417,3.34.98 Commercial 1 100 1.00 $259.i 218 163.75 $259.70 $42,525.88 Z_73_FER(reW4-28-08).doc -7- Francisco CCQ Associates Contra Costa Countywicle Landscaping District.(LL2) SECTION III Zone 75Mid YearAnneYation 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.. Z_75 FI:R(re%04-?8 08).dilc -8- Francisco&Associates Contra Costa Countywide L_anclscapingDistrict(LL2) SECTION III Zone 75Mid YearAnnexatlon Fiscal Year2007-08, 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). � N rub-!.o• v •� 680 a O O 4 VICINITY MAP ZONE 75 The Assessment Diagram for Zone 7.5 is included.on the following page. Z_75_1Ta(rc%,04.28-08).doe - Francisco&Assoclates w U 0 � •� �w W-r LLJ �- zz a NO � J w m � xo 00 J� Q O rr z= U � %• < , m r: dao w (n w SOU (n v ' (n ry w Q Lij V) ry V) (n Q z y U i �Q Heys� j y I W N Contra Costa Countywide I_andscapingDistrict(L12) SECTION III Zone 75Mid YearAn.nevation Fiscal Year 2007-08 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 2257.3 of the Landscaping and Lighting Act of 1972 requires that maintenance assessments must be Icvied according to benefit rather than according to assessed value. This Section states: "The net amotnnt to be assessed iiporn 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 orparcel 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,arc 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 XTTTD 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 froth the assessinen.t 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. ZJ5_FFR(rev04-28-08).doc. 11- Fhgncisco&Assochites Contra Costa Countywide Landscaping District(LL2) SECTION III Zone 75 Mid Year Annexation Fiscal Year 2007-08 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 tto lack of opirtioir,based oirgetteral principals acrd experieirce and common se►rse,that parkways do irr fact add value to property, ever► though the amount cannot be determ.iried exactly, indeed, in most cases where public motrey has been spent for parkways the assumption has been definitely,made that the.proposed parkivay will show a provable financial profit to the City. It has been believed that the establishment of parkways causes arise in real estate values throughout the City,or irr 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 neve Zone may be created. Each neve 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. Z_75_rH2(re%,04-28-08).doc -12- Francisco&Associates. Contra Costa Countywide Landscaping District(T__I.2) 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 5011K) 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 509/6 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 casements and rights-of-ways, all public parks, cemeteries, greenbelts rind parkways and all public school property,other public property,designated.open space,and.public utilities. 75_r-r_Rcro-04-28.03>.doc _ 13- Francisco&Associates Contra Costa Countywide LanclscapingDistrict(LL2) SECTION III Zone 75Micl Year Annexation. sca!.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 2.17 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 townhornes 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 FDU 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). (2.17 courtyard units*0.75 EDU/unit) =162.7.5 EDUs (0.96 commercial acres) = 1.00 EDU Maximum Assessment- $42,525.88 divided by 163.75 EDUs= $259.70/EDU The maximinn assessment rate was set at $254.11 per EDU with an allowance for a minimum of a 21)o CPT 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 2.13.7, therefore the maxiinum 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 Z75FER(re�04 28.08).doc -14- Francisco&Assodates Contra Costa Countywide Landscaping District(I-L2) SECTION III Zone 75 Mid Yea.rAnnexation Fiscal.Year 2007-08 PART E PART E PROPERTY OWNER LIST est 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 Rcport. 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 2 9.2 5 $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 Z_75_FER(re%-04-28-08).doc - 15- Francisco&Associates PUBLIC WORKS DEPARTMENT DATE: May 13, 2008 TO: Board of Supervisors FROM: Ju 1a R. . eren, u lic Works D1rec o SUBJECT: Results of the Ballots Cast in the Proposed Annexation of Subdivision 05-8967 into Countywide Landscaping and Lighting District 1979-3 (LL-2) Zone 75 I, Julia R. Bueren, Public Works Director for the County of Contra Costa, State of California, having canvassed the return of all votes cast in the proposed annexation of Subdivision 05-8967 into Countywide Landscaping and Lighting District 1979-3 (LL-2) Zone 75 held between March 18, 2008 and May 13, 2008 do hereby certify the following to be a full, true and correct Statement of Results of all votes cast on the following measure: Countywide Landscaping and Lighting District 1979-3 (LL-2) Zone 75 Annexation and Annual'Assessment for Subdivision 05-8967 TOTAL ASSESSMENT AMOUNT CAST"YES": TOTAL ASSESSMENT AMOUNT CAST"NO": TOTAL ASSESSMENT AMOUNT CAST:. 3 THE ASSESSMENT AMOUNT CAST"YES"EQUAL % OF THE TOTAL ASSESSMENT AMOUNT CAST. I further certify that the total,number of ballots cast in the proposed annexation of Subdivision 05-8967 into Countywide Landscaping and Lighting District 1979-3 (LL-2) Zone 75 at said election was three and attached hereto are the total ballots received for and against annexation and assessment. G:\SpDist\Board Orders\.?008\5-13-08 130_14earing_LI 2_7_one 75_05-8907_11-.doc Legal No. 0002724115 Contra Costa Times NOTICE OF A PUBLIC HEARING BEFORE THE BOARD OF. P O Box 4147 SUPERVISORS ' h� COUNTY OF CONTRA U Walnut Creek,.CA 94596 COSTA,CALIFORNIA (925)935-2525 NOTICE IS HEREBY GIVEN that the Board of Super- visors of Contra Costa County will meet In the Board Chambers, Room ' 107, at 651 Pine Street, Martinez, California, to hold a.public hearing on Clerk of the Board of Supervisors May J3, 2008 at 9:30 June- Rm 106,651 Pine St., 1 st FI. a.m., to consider cou menof any Interested person,either written or Martinez CA 94553-1275 oreilmt artYhe Engineer'sMi Report (Zone7 ) iscal Year 2007/2008 and con- sider levying an assess- PROOF OF PUBLICATION melt for ebe included and d cerrtifytify the tabulation of the ballots submitted for the pro- sed assessment,NO. 2142 Point Richmond area. In the matter of sh aetrue andHco ect copy of an action taken and entered on the ml- nutes of the Board of sh wnisors on the date Jane Pennington ATTESTED: JOHN CULLEN, Clerk of the Board ofSuppervisors I am a citizen of the United States and a resident of the Count and County Adminlstra- y for B Jane Pennington, aforesaid; I am over the age of eighteen years, and not a party to or reggal CCT 2724115 interested in the above-entitled matter. Pubiisn May 1,2008 I am the Principal Legal Clerk of the Contra Costa Times, a newspaper of general circulation, printed.and published at 2640 Shadelands Drive in the City of Walnut Creek, County of Contra Costa,94598 And which newspaper has been adjudged a newspaper of general circulation by the Superior Court of the County of Contra Costa, State of California; under the date of October 22, 1934. Case Number 19764. The notice, of which the annexed is a printed copy(set in type not small than nonpareil), has been published in each regular and entire . issue of said newspaper and not in any supplement thereof on the following dates,to-wit: 5/11/2008 I certify(or declare)under the penalty of perjury that the foregoing is true and correct. Executed at Walnu reek, California. On this 9 day of M 2008 Signature