HomeMy WebLinkAbout6.3 Landscaping and Lighting Maintenance Assessment Districtor
19 82
/ii � 111
DATE:
June 18, 2013
STAFF REPORT
CITY COUNCIL
CITY CLERK
File #360 -20
TO: Honorable Mayor and City Councilmembers
FROM:
Joni Pattillo City Manager""' "
SUBJECT: Public Hearings: Citywide Street Lighting Maintenance Assessment District 83 -1;
Landscaping and Lighting Maintenance Assessment District 83 -2 (Stagecoach
Road); Landscaping and Lighting Maintenance Assessment District 86 -1
(Villages at Willow Creek); Landscaping and Lighting Maintenance Assessment
District 97 -1 (Santa Rita Area); Street Lighting Maintenance Assessment District
99 -1 (Dublin Ranch Area and Tracts 7067, 75867 80247 80737 8074)
Prepared by Steven Yee, Public Works Manager
EXECUTIVE SUMMARY:
The City Council will consider approving the Engineer's Reports and the levy of special
assessments in each of the five maintenance districts for Fiscal Year 2013 -2014. A public
hearing is required. Maintenance Assessment Districts allow for the collection of special
assessments on the property tax bill. These assessments can only be used to pay for the
identified activities benefiting the properties assessed. The amount of the assessment will vary
based on several factors including: the cost projected to maintain the improvements, approved
annual adjustment factors; existing balances collected in prior years; and the number and type
of properties.
FINANCIAL IMPACT:
A complete description of beginning balances, revenue and expenditures of each District is
provided on Attachment 1 to the Staff Report. Revenue and Expenditures for each Assessment
District are tracked separately. There are minor differences anticipated between the Engineer's
Report and the proposed budget.
Page 1 of 8 ITEM NO. 6.3
SUMMARY PRELIMINARY ASSESSMENT DISTRICT 2013/2014 REVENUE & EXPENDITURES
Citywide Stagecoach Rd I Dougherty Rd I Santa Rita I East Dublin East Dublin
(St Light) 83 -1' Landscape 83 -2 Landscape 86 -1 Landscape 97 -1 (St Light) (St Light
99 -1 99 -1 CIF
1. Variance compared to proposed budget is due to PG &E energy rebate that is accounted as revenue
instead of offsetting expenditures; not accounted for equipment replacement ISF charge allocation
2. Variance compared to proposed budget is due to PG &E energy rebate that is accounted as revenue
instead of offsetting expenditures; not accounted for equipment replacement ISF charge allocation; paying
off debt servicing charges in year 1 instead of amortized for a 15 -year period
3. Funds transferred in from Operating Reserve Fund
A budget change will be required for the two street light assessment districts. The budget was
completed with placeholders for costs /rebates associated with the LED street light conversion
project. The scope of work was modified causing a change in budgeted amounts on the
attached budget change forms (Attachment 2 and 3). As there was sufficient funding in AD 99 -1,
the entire cost of the LED street light conversion project will be paid off in Fiscal Year 13 -14.
Additionally, the ISF charge for both street lighting district's improvements were removed as it
has not been standard practice to include this charge to the districts and the districts have
contingency amounts already set aside.
RECOMMENDATION:
Staff recommends that the City Council conduct Public Hearings for each of the five
Assessment Districts; deliberate; and take the following actions:
Adopt resolutions approving Engineer's Report, Confirming Diagram and Assessment, and
Ordering Levy of Assessment for:
• Citywide Street Lighting Maintenance Assessment District No. 1983 -1
• Landscaping and Lighting Maintenance Assessment District No. 1983 -2 (Tract 4719)
• Landscaping and Lighting Maintenance Assessment District No. 1986 -1 (Villages at
Willow Creek)
• Landscaping and Lighting Maintenance Assessment District No. 1997 -1 (Santa Rita
Area)
• Street Lighting Maintenance Assessment District No. 1999 -1 (Dublin Ranch Area and
Tracts 7067, 7586, 8024, 8073, 8074)
Page 2 of 8
Submit ed By
Public Works Director
DESCRIPTION:
a
Submitted By \ �
Administrative Services
Director
Reviewed y
Assistant City Manager
At the City Council meeting on June 4, 2013, the City Council received the Preliminary
Engineer's Reports for each of the five maintenance assessment districts. As background, the
Staff Report which included historical information related to each district has been included as
Attachment 4. The following sections focus on the Fiscal Year 2013 -2014 activities and the
change in the assessment amount.
Citywide Street Lighting Maintenance Assessment District No. 1983 -1
This assessment district was established in 1983 to address City -wide street lighting expenses.
The boundary of this assessment district encompasses the entire City, with the exception of the
Dublin Ranch area and Tracts 7067, 7586, 8024, 8073, 8074. The City Council approved
formation of this District on August 2, 1983, with the initial assessment in the 1984 -1985 tax
year. The District funds the maintenance and energy costs for public street lights. Included in
these costs is the retention of a reserve to fund maintenance activities.
The maximum assessment allowed under the authorizing documents is $19.34 per unit. This
amount has been levied since Fiscal Year 2007 -2008. There is no provision in the formation
documents to increase the per unit levy.
Citvwide Street Liahtina Maintenance Assessment District No. 1983 -1
Property Type
Current Fiscal
Year 2012 -2013
Proposed Fiscal
Year 2013 -2014
Annual
Change ($)
Equivalent Dwelling Unit (EDU)
$ 19.34
$ 19.34
No Change
Commercial Per Acre
$106.37 per acre
$106.37 per acre
No Change
As noted in the Engineer's Report (Attachment 5), an operating reserve of approximately
$156,410 is projected to remain at the end of Fiscal Year 2012 -2013. It is recommended that
this type of reserve be retained for potential unplanned expenditures such as major repairs
and /or for replacement of poles in future years.
In Fiscal Year 2012 -2013, 2,821 street lights in the district were retrofitted with new light emitting
diode (LED) fixtures. The cost of these improvements is being financed by a 14 year loan.
Savings from operations and maintenance as well as electricity costs generated by the project
will be used to pay back the loan. These payments will fluctuate on a yearly basis to ensure that,
in any given year, the savings generated from the improvements will be greater than the loan
payment.
Staff is proposing that the City Council hold the public hearing, deliberate, and adopt the
resolution Approving Engineer's Report, Confirming Diagram and Assessment, and Ordering
Page 3 of 8
Levy of Assessment for Citywide Street Lighting Maintenance Assessment District No. 1983 -1
(Attachment 6 ).
Landscaping Maintenance Assessment District No. 1983 -2 (Tract 4719)
This District was created in 1983 and it addresses landscaping in the development adjacent to
Stagecoach Road which includes 150 -unit single - family homes (Dublin Hills Estates) and 550
apartment / condominiums ( Amador Lakes). The landscaping maintained includes areas along
Stagecoach Road and the interior slope landscaping adjacent to the single family homes. The
costs and assessments are allocated 61.6% to the single - family homes of Dublin Hills Estates
and 38.4% to the apartment / condominium project.
In addition to on -going maintenance and utility costs, the Preliminary Budget for Fiscal Year
2013 -2014 includes $3,980 for improvements. The proposed work includes replanting median
strips and park strips along Stagecoach Road, replacing groundcover on a slope along
Stagecoach Road, and replacing a deteriorating wooden retaining wall with a stone mason wall.
The assessment methodology approved in Fiscal Year 2003 -2004 by property owners in the
District includes an escalation clause that allows for adjustments to the assessment according to
the Consumer Price Index and the utility cost increases. The cost of utilities may increase
based on the actual cost of the utilities. These factors are updated in the Engineer's Report
(Attachment 7) on an annual basis. The maximum assessment in the Engineer's Report for
Fiscal Year 2013 -2014 adjusted by the approved adjustment formula is $396.08 per single
family residence and $66.97 per Multi - Family residence. The City has the ability to levy less
than the maximum based on reserve funds on hand and the budgeted costs for District
expenditures. Although the assessment for FY2013 -2014 is proposed to increase by 1.6% it
remains below the maximum levy allowed. The following displays the current and proposed
assessment:
Stagecoach Road Assessments (District 1983 -2)
Property Type
Current Fiscal
Year 2012 -2013
Proposed Fiscal
Year 2013 -2014
Annual
Change ($)
Dublin Hills Estates — Single Family Homes
$317.64
$322.84
$5.20
Amador Lakes — Apt / Condominiums
$53.69
$54.57
$0.88
The estimated June 30, 2013, reserve for this District is projected to be $38,409. The actual
reserve will not be known until the City closes its books and accrues the necessary revenues
and expenses.
A newsletter was mailed to property owners in the beginning of June and a neighborhood
meeting was held on June 13.
Staff is proposing that the City Council hold the public hearing, deliberate, and adopt the
resolution Approving Engineer's Report, Confirming Diagram and Assessment, and Ordering
Levy of Assessment for Landscaping and Lighting Maintenance Assessment District No. 1983 -2
(Attachment 8).
Page 4 of 8
Landscaping and Lighting Maintenance Assessment District No. 1986 -1 (Villages at
Willow Creek)
This District was created in 1986 and it addresses landscape maintenance adjacent to
residential development on the west side of Dougherty Road from Amador Valley Boulevard to
the northern City limit.
The work performed by this District includes work within public areas such as: litter pickup,
maintenance of soundwalls, and landscaping maintenance. Landscaping within the
condominium and apartment developments is the responsibility of the homeowners' association
or property owner for those individual developments. The landscaping along and within the
Alamo Creek channel area is not included in the assessment district as it is the responsibility of
Alameda County Flood Control, Zone 7.
In addition to on -going maintenance and utility costs, the Preliminary Budget for Fiscal Year
2013 -2014 includes $14,330 for improvements. The proposed work includes the replacement
broken panels of wrought iron fence along Willow Creek and Wildwood Road, replacement of
missing or dead plants along Dougherty Road and Shady Creek Road as well as in the medians
along Willow Creek Drive and Fall Creek Road.
The assessment methodology approved in 2001 by property owners in the District includes an
escalation clause that allows for adjustments to the assessment according to the Consumer
Price Index and the utility cost increases. The cost of utilities may increase based on the actual
cost of the utilities. These factors are updated in the Engineer's Report (Attachment 9) on an
annual basis. The maximum assessment in the Engineer's Report for Fiscal Year 2013 -2014
adjusted by the approved adjustment formula is $196.56 per single family residence, $98.28 per
Multi - Family residence, and $786.24 for the commercial parcel. The City has the ability to levy
less than the maximum based on reserve funds on hand and the budgeted costs for District
expenditures. Although the assessment for FY2013 -2014 is proposed to increase by 7.5% it
remains below the maximum levy allowed. The following displays the current and proposed
assessment:
Villaaes At Willow Creek Assessments (District 1986 -11
Property Type
Current Fiscal
Year 2012 -2013
Proposed Fiscal
Year 2013 -2014
Annual
Change ($)
Single Family Homes
$173.38
$186.38
$13.00
Amador Lakes — Apt / Condominiums
$86.69
$93.19
$6.50
Commercial
$693.52
$745.52
$52.00
The estimated June 30, 2013, reserve for this District is projected to be $67,575. The actual
reserve will not be known until the City closes its books and accrues the necessary revenues
and expenses.
A newsletter was mailed to property owners in the beginning of June and a neighborhood
meeting was held on June 13.
Staff is proposing that the City Council hold the public hearing, deliberate, and adopt the
resolution Approving Engineer's Report, Confirming Diagram and Assessment, and Ordering
Levy of Assessment for Landscaping and Lighting Maintenance Assessment District No. 1986 -1
(Attachment 10).
Page 5 of 8
Landscaping and Lighting Maintenance Assessment District No. 1997 -1 (Santa Rita Area)
This assessment district was formed in 1996 at the request of the Alameda County Surplus
Property Authority, to maintain certain landscaped areas within the public right -of way. The area
covered by this District is bounded by Gleason Drive on the North and Interstate 580 on the
South, Arnold Road on the West and Tassajara Road on the east.
The scope of work includes maintenance of roadside landscaping for Dublin Boulevard,
Hacienda Drive, Central Parkway, a portion of Arnold Road, Tassajara Road (westerly portion),
and a portion of Gleason Drive, plus the maintenance of the trail and landscaping along the
Tassajara Creek channel. The median landscape maintenance is not included in this District.
For Fiscal Year 2013 -2014, the preliminary budget includes $14,830 for improvements. These
include plant replacements on Arnold Road, Hacienda Drive, Central Boulevard, and Dublin
Boulevard. Mulch and plants will be added along Gleason Drive, Killian Drive, and Central
Parkway.
The total developed acreage in this District is 416.76 acres. As provided in the Engineer's
Report (Attachment 11), individual lots in residential subdivisions are assessed based on
density: The original Engineer's Report for this District provided for an initial maximum
assessment of $710.00 per acre, which could be increased annually based on the change in the
Consumer Price Index (CPI) as well as actual increases in the cost of utilities. This CPI factor is
updated in the Engineer's Report on an annual basis. The maximum per acre in the Engineer's
Report for Fiscal Year 2013 -2014 adjusted by the approved adjustment formula is $1,157.65 per
acre.
Although the Assessment District formula establishes a maximum cost that can be levied, based
on planned expenditures in the District the per -acre assessment required to fund Fiscal Year
2013 -2014 activities equates to $723.80 per acre. This assessment is an increase of $17.65
per acre or 2.5% more than the prior year's assessment. The density of the various housing
units differ the allocation on a per acre basis and result in different assessments as shown
below:
Santa Rita Area Assessments (District 1997 -11
Property Type
Current Fiscal
Year 2012 -2013
Proposed Fiscal
Year 2013 -2014
Annual
Change ($)
California Creekside single - family
$100.40 per lot
$102.92 per lot
$2.52
California Brookside multi - family
$43.50 per lot
$44.60 per lot
$1.10
SummerGlen - Richmond American
(north) Single Family
$87.92 per lot
$90.12 per lot
$2.20
SummerGlen - Richmond American
(south)
$96.75per lot
$99.18 per lot
$2.43
SummerGlen - Kaufman & Broad
$134.64 per lot
$138.02 per lot
$3.38
SummerGlen - Pulte
$168.94 per lot
$173.16 per lot
$4.22
Dublin Greene Tract 7084 single - family
$106.36 per lot
$109.02 per lot
$2.66
Dublin Greene Tract 7149 multi - family
$80.08 per unit
$82.08 per unit
$2.00
Dublin Greene Tract 7149
condominium /apartment
$41.74 per unit
$42.78 per unit
$1.04
Commercial (including retail, office,
and industrial uses, as well as
apartment properties)
$ 706.15
Per Acre
$ 723.80
Per Acre
$17.65
Page 6 of 8
The estimated June 30, 2013, reserve for this District is projected to be $211,897. The actual
reserve will not be known until the City closes its books and accrues the necessary revenues
and expenses.
A newsletter was mailed to property owners in the beginning of June and a neighborhood
meeting was held on June 13.
Staff is proposing that the City Council hold the public hearing, deliberate, and adopt the
resolution Approving Engineer's Report, Confirming Diagram and Assessment, and Ordering
Levy of Assessment for Landscaping and Lighting Maintenance Assessment District No. 1997 -1
(Attachment 12).
Street Lighting Maintenance Assessment District No. 1999 -1
Assessment District 99 -1 funds the electric energy, maintenance, and repair costs associated
with the street lighting that has been installed in the Dublin Ranch area and Tracts 7067, 7586,
8024, 8073, 8074. The City Council approved formation of this District on June 1, 1999 at the
request of the developers in Dublin Ranch, which were the only property owners in the District at
that time. The initial assessment was levied in Fiscal Year 1999 -2000. Costs funded from the
assessments include utility costs, maintenance, and repair costs associated with the decorative
street lighting that has been installed in these areas. This includes the establishment of a
Capital Improvement Fund (CIF) reserve set aside to pay for improvement projects outside the
normal operations and maintenance costs. In Fiscal Year 2012 -2013, 321 street lights in the
district were retrofitted with more energy efficient Light Emitting Diode (LED) fixtures. In addition,
128 street light poles were repainted in the district. The cost of these improvements was funded
through a one -time payment from the district's reserves.
The assessment methodology in the original Engineer's Report for this District includes an
escalation clause that allows for adjustments to the assessment according to the Consumer
Price Index and the utility cost increases. The cost of utilities may increase based on the actual
cost of the utilities. These factors are updated in the Engineer's Report on an annual basis.
The maximum assessment in the Engineer's Report for Fiscal Year 2013 -2014 adjusted by the
approved adjustment formula is $47.94 per single family residence and $263.67 per acre for
commercial parcels. The City has the ability to levy less than the maximum based on reserve
funds on hand and the budgeted costs for District expenditures.
No increase for the FY 2013 -2014 assessment is proposed. The following assessments remain
constant from FY 2012 -2013.
The Engineer's Report (Attachment 13) notes that although the Assessment District formula
establishes a maximum cost that can be levied, based on planned expenditures the assessment
required to fund Fiscal Year 2013 -2014 expenditures remains unchanged.
Street Liahtina Assessments (District 1999 -1)
Property Type
Current Fiscal
Year 2012 -2013
Proposed Fiscal
Year 2013 -2014
Annual
Change ($)
Equivalent Dwelling Unit (EDU)
$ 38.90
$ 38.90
No Change
Commercial Per Acre
$213.95 per acre
$213.95 per acre
No Change
Page 7 of 8
The estimated June 30, 2013, reserve for this District is projected to be $207,229, including the
portion set aside for Capital Improvement Projects. The actual reserve will not be known until
the City closes its books and accrues the necessary revenues and expenses.
Staff is proposing that the City Council hold the public hearing, deliberate, and adopt the
resolution Approving Engineer's Report, Confirming Diagram and Assessment, and Ordering
Levy of Assessment for Street Lighting Maintenance Assessment District No. 1999 -1
(Attachment 14).
NOTICING REQUIREMENTS /PUBLIC OUTREACH:
As described in the report for the Landscape Maintenance Assessment Districts, a Newsletter
was mailed to property owners and Staff was available for an evening meeting to answer any
questions.
ATTACHMENTS: 1.
2013 -2014 Sources and Use of Assessment District Funds
2.
Budget Change Form for AD 83 -1
3.
Budget Change Form for AD 99 -1
4.
June 4, 2013 Staff Report (Excluding Attachments)
5.
Engineer's Report for AD 83 -1
6.
Resolution Approving Engineer's Report, Confirming Diagram and
Assessment, and Ordering Levy of Assessment for AD 83 -1
7.
Engineer's Report for AD 83 -2
8.
Resolution Approving Engineer's Report, Confirming Diagram and
Assessment, and Ordering Levy of Assessment for AD 83 -2
9.
Engineer's Report for AD 86 -1
10.
Resolution Approving Engineer's Report, Confirming Diagram and
Assessment, and Ordering Levy of Assessment for AD 86 -1
11.
Engineer's Report for AD 97 -1
12.
Resolution Approving Engineer's Report, Confirming Diagram and
Assessment, and Ordering Levy of Assessment for AD 97 -1
13.
Engineer's Report for AD 99 -1
14.
Resolution Approving Engineer's Report, Confirming Diagram and
Assessment, and Ordering Levy of Assessment for AD 99 -1
Page 8 of 8
ATTACHMENT
2013 -2014 Sources and Use of Assessment District Funds
as Presented in the Engineering Reports June 4, 2013
1. All debt obligations for this district will have been satisfied with this payment
Citywide
Stagecoach
Dougherty
Santa Rita
East Dublin
East Dublin
(St Light)
Rd Landscape
Rd
Landscape
(St Light)
(St Light)
83 -1
83 -2
Landscape
97 -1
99 -1
99 -1 CIF
86 -1
Estimated Beginning
$156,410
$38,409
$ 67,575
$211,897
$207,229
$215,055
Balance July 1, 2013
REVENUE
Total Amount Proposed
$285,114
$ 78,601
$121,427
$301,652
$214,975
to be Assessed:
Estimated Delinquency
$(2,851)
-
$ (525)
$(4,904)
$( 2,050)
Cost:
LED Conversion
$210,775
-
$39,950
Rebate
Total Revenue
$493,038
78;601
$120;902
$296,748
$252,875
$162,864
EXPENDITURES
Contract Maintenance
$153,480
$ 74,117
$125,650
$316,550
$149,183
and Utilities:
Administration (transfer)
$7,247
3,034
$3,317
$5,049
$5,208
and Engineering:
Estimated Collection
$4,580
1,450
$2,140
$5,330
$3,520
Cost:
Annual LED
$339,690
Repayment
Contribution To Capital
$162,864
Improvement Fund:
Pole Painting Project
(Cost Removed from
($30,000)
Pole Painting Reserve):
One -Time LED
�
($283,800)
Repayment
Total Expenditures
$564,997
$ 78;601
$'1311,107
$326,929
$320;772
$313,800
Projected (Use) /
Contribution To District
($ 11,959)
-
($ 10,205)
($30,181)
($139,332)
($150,136)
Reserves
Estimated Prior Year
Collections, Penalties,
$6,400
-
$1,220
$2,119
$6,322
and Public Damage
Reimbursement':
Estimated Interest
$2,422
$384
$1,014
$3,178
$3,108
Revenue :
1
Projected Ending
Balance June 30, 2014
$ 153,197
$ 38,793
$ 59,603
$187,014
$148,759
$64,119
1. All debt obligations for this district will have been satisfied with this payment
CITY OF DUBLIN
BUDGET CHANGE FORM
New Appropriations (City Council Approval Required):
x From Unappropriated Reserves (Fund 380)
From New Revenues
CHANGE FORM #
Budget Transfers:
From Budgeted Contingent Reserve (1080 - 799.000)
Within Same Department Activity
Between Departments (City Council Approval Required)
Other
Fin Mgr /ASD:
Signature
Date:
REASON FOR BUDGET CHANGE ENTRY: The budget was completed with piaceholders for coststrebates
associated with the LED street light conversion project. The estimated scope of the work for this street light district was
less than had been initially anticipated. Consequently, annual payment amounts decreased and
electricity and maintenance savings increased. Although the energy rebate decreased, it was shown as a negative
expenditure which results in an increased budget amount. Additionally, the ISF charge of $92,302 for this project has
been removed as it has not been standard practice to include this charge to the assessment districts and this
district has a operating reserve.
City Manager:
Signature
Date:
As Approved at the City Council Meeting an Date,
Mayor: Date:
Signature
Posted By: Date:
Signature
lh&J�
Name: ISF - Equipment Replacement
Name: Electric
Account #: 2701.2802.61805
$92,302
Account #: 2701.2802.63202
$ 11,026
Name: Energy Lease
Na'ne: contract Services General
Account #: 2701.2802.63298
$35,816
Account #: 2701.2802.64001
$4,844
Name:
Name: Energy Rebates
Account #:
Account #: 2701.2802.63297
$26,928
Name:
Name:
Account #:
Account #: l'
Name:
Name:
Account #:
Account #:
Fin Mgr /ASD:
Signature
Date:
REASON FOR BUDGET CHANGE ENTRY: The budget was completed with piaceholders for coststrebates
associated with the LED street light conversion project. The estimated scope of the work for this street light district was
less than had been initially anticipated. Consequently, annual payment amounts decreased and
electricity and maintenance savings increased. Although the energy rebate decreased, it was shown as a negative
expenditure which results in an increased budget amount. Additionally, the ISF charge of $92,302 for this project has
been removed as it has not been standard practice to include this charge to the assessment districts and this
district has a operating reserve.
City Manager:
Signature
Date:
As Approved at the City Council Meeting an Date,
Mayor: Date:
Signature
Posted By: Date:
Signature
lh&J�
CITY OF DUBLIN
BUDGET CHANGE FORM
New Appropriations (City Council Approval Required):
x From Unappropriated Reserves (Fund 380)
From New Revenues
CHANGE FORM #
Budget Transfers:
From Budgeted Contingent Reserve (1080- 799.000)
Within Same Department Activity
Between Departments (City Council Approval Required)
Other
DivCitEASE, t#DGET ACLU INI - ...... AMOUNT ,,, , . „' INCREASE'- $U�G$T 1GtYC}UNT. -.. : -- A1YlQlij IT
Name: ISF - Equipment Replacement
Name: Energy Lease
Account #: 2705.2802.61805
$75,837
Account #. 2705.2802.63298
$259,831
Name: Electric
Name:
Account #: 2705.2802.63202
$12,940
Account #:
Name: Contract Services General
Name:
Account #: 2705.2802.64001
$4,844
Account #:
Name: Energy Rebates
Name:
Account #: 2705.2802.63297
$24,777
Account #:
Name:
Name:
Account #:
Account #:
Fin Mgr1ASD:
Signature
Date:
REASON FOR BUDGET CHANGE ENTRY: The budget was completed with placeholders for costs /rebates
associated with the LEI] street light conversion project. The estimated scope of the work for this street light district was
more than had been initially anticipated. Consequently, savings for maintenance and electricity increased causing a
decrease in the budgeted amount. Although the energy rebate amount increased, it was shown as a negative
expenditure which results in a decrease in the budgeted amount. As there was sufficient funding in the assessment
district's reserves, the entire cost of the LED street light conversion project will be paid off in Fiscal Year 13 -14.
Additionally, the ISF charge of $75,937 for this project has been removed as it has not been standard practice to include
this charge to the assessment districts and this district has a operating reserve.
City Manager:
Signature
Date:
As Appoverl at the City Councl�1?Ieettng on, Date
Mayor: Date:
Signature
Posted By: Date:
Signature
or
19 82
/ii � 111
DATE:
June 4, 2013
STAFF REPORT
CITY COUNCIL
CITY CLERK
File #360 -20
TO: Honorable Mayor and City Councilmembers
FROM:
Joni Pattillo City Manager""' "
SUBJECT: Approval of Preliminary Engineer's Reports and Appointing a Time and Place of
Hearing Protests for 5 Assessment Districts: Citywide Street Lighting
Maintenance Assessment District 83 -1; Landscaping and Lighting Maintenance
Assessment District 83 -2 (Stagecoach Road); Landscaping and Lighting
Maintenance Assessment District 86 -1 (Villages at Willow Creek); Landscaping
and Lighting Maintenance Assessment District 97 -1 (Santa Rita Area); Street
Lighting Maintenance Assessment District 99 -1 (Dublin Ranch Area and Tracts
70677 7586, 8024, 8073, 8074)
Prepared by Steven Yee, Public Works Manager (Maintenance)
EXECUTIVE SUMMARY:
This action requests approval of the Preliminary Engineer's Report for the 2013 -14 assessment
and sets a public hearing date of June 18, 2013. Citywide Street Lighting Maintenance District
83 -1 pays the cost of energy and maintenance for the City's street light system, except for the
lights included in Street Lighting Maintenance Assessment District 99 -1. Landscaping and
Lighting Maintenance Assessment District 83 -2 (Stagecoach Road) pays the cost of utilities and
maintenance for landscaping improvements along Stagecoach Road and on the interior slopes
of the Dublin Hills Estates development. Landscaping and Lighting Maintenance Assessment
District No. 86 -1 (Villages at Willow Creek) pays the cost of utilities and maintenance for certain
landscaping improvements associated with the Villages at Willow Creek development.
Landscaping and Lighting Maintenance Assessment District 97 -1 (Santa Rita Area) pays the
cost of utilities and maintenance for certain landscaping improvements within the Santa Rita
development area.
FINANCIAL IMPACT:
A complete description of beginning balances, revenue and expenditures of each District is
provided on Attachment 1 to the Staff Report. Revenue and Expenditures for each Assessment
District are tracked separately. There are minor differences anticipated between the Engineer's
Report and the proposed budget. This will be monitored in the upcoming year and a budget
adjustment may be recommended after the closing of the current year budget.
Page 1 of 8 ITEM NO. 4.10
SUMMARY PRELIMINARY ASSESSMENT DISTRICT 2013/2014 REVENUE & EXPENDITURES
Citywide I Stagecoach Rd Dougherty Rd I Santa Rita East East Dublin
(St Light) Landscape 83 -2 Landscape 86 -1 Landscape 97 -1 Dublin (St (St Light
83 -1' Light) 99 -1 99 -1 CIF
1. Variance compared to proposed budget is due to PG &E energy rebate is accounted as revenue instead of
offsetting expenditures; not accounted for equipment replacement ISF charge allocation
2. Variance compared to proposed budget is due to PG &E energy rebate is accounted as revenue instead of
offsetting expenditures; not accounted for equipment replacement ISF charge allocation; paying off debt
servicing charges in year 1 instead of amortized for a 15 -year period
3. Funds transferred in from Operating Reserve Fund
RECOMMENDATION:
Staff recommends that the City Council adopt resolutions approving the Preliminary Engineer's
Reports and setting a public hearing date and time (June 18, 2013, 7:00 p.m. in the City Council
Chambers, located at 100 Civic Plaza, Dublin) for the purpose of hearing any comments to the
proposed Fiscal Year 2013 -2014 assessments for: Citywide Street Lighting Maintenance
Assessment District No. 1983 -1; Landscaping and Lighting Maintenance Assessment District
No. 1983 -2 (Tract 4719); Landscaping and Lighting Maintenance Assessment District No. 1986-
1 (Villages at Willow Creek);
1997 -1 (Santa Rita Area); an
(Dublin Ranch Area and Tracts
Submit ed By
Public Works Director
DESCRIPTION:
Landscaping and Lighting Maintenance Assessment District No.
d Street Lighting Maintenance Assessment District No. 1999 -1
7067, 7586, 8024, 8073, 8074)
a
Submitted By \ �
Administrative Services
Director
Reviewed y
Assistant City Manager
The proposed resolutions approve the Preliminary Engineer's Reports for the two street lighting
maintenance assessment districts and the three landscaping and lighting maintenance
assessment districts described below for Fiscal Year 2013 -2014 and set a public hearing date
for each assessment district on June 18, 2013 in the City Council Chambers, located at 100
Civic Plaza, Dublin.
Page 2 of 8
Citywide Street Lighting Maintenance Assessment District No. 1983 -1
This assessment district was established in 1983 to replace a County Service Area (CSA) that
was originally in place to fund this maintenance. The boundary of this assessment district
encompasses the entire City, with the exception of the Dublin Ranch area and Tracts 7067,
7586, 8024, 8073, 8074. The City Council approved formation of this District on August 2, 1983,
with the initial assessment in the 1984 -1985 tax year.
The assessments have been adjusted over the years based on costs, including a decrease that
was possible due to the City assuming ownership of the street lights. The maximum
assessment allowed under the authorizing documents is $19.34 per unit. This amount has been
levied since Fiscal Year 2007 -2008. There is no provision in the formation documents to
increase the per unit levy. As noted in the Preliminary Engineer's Report (Attachment 2) any
increase would require the approval of the property owners subject to the assessment.
Therefore the proposed assessment amount for Fiscal Year 2013 -2014 remains the same as
Fiscal Year 2012 -2013 as shown below.
Citv Street Liahtina Assessments (District 1983 -1)
Property Type
Current Fiscal
Year 2012 -2013
Proposed Fiscal
Year 2013 -2014
Annual
Change ($)
Equivalent Dwelling Unit (EDU)
$19.34
$19.34
No Change
Commercial Per Acre
$106.37 per acre
$106.37 per acre
No Change
As noted in the Engineer's Report (Attachment 2), an operating reserve of approximately
$153,787 is projected to remain at the end of Fiscal Year 2012 -2013. It is recommended that
this type of reserve be retained for potential unplanned expenditures such as major repairs
and /or for replacement of poles in future years. The actual reserve will not be known until the
City closes its books and accrues the necessary revenues and expenses.
In Fiscal Year 2012 -2013, 2,821 street lights in the district were retrofitted with new light emitting
diode (LED) fixtures. The cost of these improvements is being financed by a 14 year loan.
Savings from operations and maintenance as well as electricity costs generated by the project
will be used to pay back the loan. These payments will fluctuate on a yearly basis to ensure that,
in any given year, the savings generated from the improvements will be greater than the loan
payment.
Staff is proposing that the City Council adopt the resolutions approving the Preliminary
Engineer's Report for the Citywide Street Lighting Maintenance Assessment District No. 1983 -1
(Attachment 3) and appointing the time and date for hearing comments on the proposed
assessment (Attachment 4).
Landscaoina and Liahtina Maintenance Assessment District No. 1983 -2 (Tract 4719)
This District was formed as part of the approval process of Tract 4719 and covers the 150 -unit
single - family Dublin Hills Estates development and the Amador Lakes development. The
District is responsible for the maintenance of the Stagecoach Road landscaping and the interior
slope landscaping within Tract 4719. The spread of assessments assigns 61.6% of the total
assessment to the single - family homes of Dublin Hills Estates and 38.4% to the Amador Lakes
Apartments.
In addition to on -going maintenance and utility costs, the Preliminary Budget for Fiscal Year
2013 -2014 includes $3,980 for improvements. The proposed work includes replanting median
Page 3 of 8
strips and park strips along Stagecoach Road, replacing groundcover on a slope along
Stagecoach Road, and replacing a deteriorating wooden retaining wall with a stone mason wall.
The assessment methodology approved in Fiscal Year 2003 -2004 by property owners in the
District includes an escalation clause that allows for adjustments to the assessment according to
the Consumer Price Index and the utility cost increases. The cost of utilities may increase
based on the actual cost of the utilities. These factors are updated in the Engineer's Report on
an annual basis. The maximum assessment in the Engineer's Report for Fiscal Year 2013 -2014
(Exhibit 5) adjusted by the approved adjustment formula is $396.08 per single family residence
and $66.97 per Multi - Family residence. The City has the ability to levy less than the maximum
based on reserve funds on hand and the budgeted costs for District expenditures. Although the
assessment for FY2013 -2014 is proposed to increase by 1.6% it remains below the maximum
levy allowed. The following displays the current and proposed assessment:
Staaecoach Road Assessments (District 1983 -21
Property Type
Current Fiscal
Year 2012 -2013
Proposed Fiscal
Year 2013 -2014
Annual
Change ($)
Dublin Hills Estates — Single Family Homes
$317.64
$322.84
$5.20
Amador Lakes — Apt / Condominiums
$53.69
$54.57
$0.88
The estimated June 30, 2013, reserve for this District is projected to be $38,409. The actual
reserve will not be known until the City closes its books and accrues the necessary revenues
and expenses.
Staff will be scheduling a neighborhood meeting for property owners prior to the public hearing
date for this District.
Staff is proposing that the City Council adopt the resolutions approving the Preliminary
Engineer's Report for the Landscaping and Lighting Maintenance Assessment District No.
1983 -2 (Attachment 6) and appointing the time and date for hearing comments on the proposed
assessment (Attachment 7).
Landscapina and Liahtina Maintenance Assessment District No. 1986 -1 (Villaaes at Willow
Creek
The District was formed with the initial assessment in the 1987 -1988 tax year. The District
encompasses the Villages at Willow Creek development off Dougherty Road and north of
Amador Valley Boulevard. The surrounding homes are apartment complexes, condominiums
and the 145 -unit single family development (Ridgecreek).
The work performed by this District includes litter pickup, maintenance of soundwalls, and
landscaping along Dougherty Road between Amador Valley Boulevard and Fall Creek Road;
along Amador Valley Boulevard between Dougherty Road and Wildwood Road; and along
Wildwood Road, Fall Creek Road, Shady Creek Drive and Willow Creek Drive. Landscaping
within the condominium and apartment developments is the responsibility of the homeowners'
association or property owner for those individual developments. The landscaping along and
within the Alamo Creek channel area is not included in the assessment district as it is the
responsibility of Alameda County Flood Control, Zone 7.
In addition to on -going maintenance and utility costs, the Preliminary Budget for Fiscal Year
2013 -2014 includes $14,330 for improvements. The proposed work includes the replacement
broken panels of wrought iron fence along Willow Creek and Wildwood Road, replacement of
Page 4 of 8
missing or dead plants along Dougherty Road and Shady Creek Road as well as in the medians
along Willow Creek Drive and Fall Creek Road.
The assessment methodology approved in 2001 by property owners in the District includes an
escalation clause that allows for adjustments to the assessment according to the Consumer
Price Index and the utility cost increases. The cost of utilities may increase based on the actual
cost of the utilities. These factors are updated in the Engineer's Report on an annual basis. The
maximum assessment in the Engineer's Report for Fiscal Year 2013 -2014 (Exhibit 8) adjusted
by the approved adjustment formula is $196.56 per single family residence, $98.28 per Multi -
Family residence, and $786.24 for the commercial parcel. The City has the ability to levy less
than the maximum based on reserve funds on hand and the budgeted costs for District
expenditures. Although the assessment for FY2013 -2014 is proposed to increase by 7.5% it
remains below the maximum levy allowed. The following displays the current and proposed
assessment:
Villaaes At Willow Creek Assessments (District 1986 -1)
Property Type
Current Fiscal
Year 2012 -2013
Proposed Fiscal
Year 2013 -2014
Annual
Change ($)
Single Family Homes
$173.38
$186.38
$13.00
Amador Lakes — Apt / Condominiums
$86.69
$93.19
$6.50
Commercial
$693.52
$745.52
$52.00
The estimated June 30, 2013, reserve for this District is projected to be $67,575. The actual
reserve will not be known until the City closes its books and accrues the necessary revenues
and expenses.
Staff will be scheduling a neighborhood meeting for property owners prior to the public hearing
date for this District.
Staff is proposing that the City Council adopt the resolutions approving the Preliminary
Engineer's Report for Landscaping and Lighting Maintenance Assessment District No. 1986 -1
(Attachment 9) and appointing the time and date for hearing comments of the proposed
assessment (Attachment 10).
Landscar)ina and Liahtina Maintenance Assessment District No. 1997 -1 (Santa Rita Areal
This assessment district was formed in 1996 at the request of the Alameda County Surplus
Property Authority. The initial assessment was levied in Fiscal Year 1997 -1998. The area
covered by this District is bound by Gleason Drive on the North and Interstate 580 on the South,
Arnold Road on the West and Tassajara Road on the east.
The scope of work includes maintenance of roadside landscaping for Dublin Boulevard,
Hacienda Drive, Central Parkway, a portion of Arnold Road, Tassajara Road (westerly portion),
and a portion of Gleason Drive, plus the maintenance of the trail and landscaping along the
Tassajara Creek channel. The median landscape maintenance is not included in this District.
For Fiscal Year 2013 -2014, plant replacement will take place on Arnold Road, Hacienda Drive,
Central Boulevard, and Dublin Boulevard. Mulch and plants will be added along Gleason Drive,
Killian Drive, and Central Parkway.
The total developed acreage in this District is 421.87 acres. As provided in the Engineer's
Report (Attachment 11), individual lots in residential subdivisions are assessed based on
Page 5 of 8
density: The original Engineer's Report for this District provided for an initial maximum
assessment of $710.00 per acre, which could be increased annually based on the change in the
Consumer Price Index (CPI) as well as actual increases in the cost of utilities. This CPI factor is
updated in the Engineer's Report on an annual basis. The maximum per acre in the Engineer's
Report for Fiscal Year 2013 -2014 adjusted by the approved adjustment formula is $1,157.65 per
acre.
Although the Assessment District formula establishes a maximum cost that can be levied, based
on planned expenditures in the District the per -acre assessment required to fund Fiscal Year
2013 -2014 activities equates to $723.80 per acre. This assessment is an increase of $17.65
per acre or 2.5% more than the prior year's assessment. The density of the various housing
units differ the allocation on a per acre basis and result in different assessments as shown
below:
Santa Rita Area Assessments (District 1997 -1)
The estimated June 30, 2013, reserve for this District is projected to be $211,897. The actual
reserve will not be known until the City closes its books and accrues the necessary revenues
and expenses.
Staff will be mailing out a newsletter and scheduling a neighborhood meeting prior to the public
hearing date.
Staff is proposing that the City Council adopt the resolutions approving the Preliminary
Engineer's Report for Landscaping and Lighting Maintenance Assessment District No. 1997 -1
(Attachment 12) and appointing the time and date for hearing comments of the proposed
assessment (Attachment 13).
Street Lighting Maintenance Assessment District No. 1999 -1
Assessment District 99 -1 funds the electric energy, maintenance, and repair costs associated
with the street lighting that has been installed in the Dublin Ranch area and Tracts 7067, 7586,
8024, 8073, 8074. The City Council approved formation of this District on June 1, 1999 at the
request of the developers in Dublin Ranch, which were the only property owners in the District at
Page 6 of 8
Current Fiscal
Proposed Fiscal
Annual
Property Type
Year 2012 -2013
Year 2013 -2014
Change ($)
California Creekside single - family
$100.40 per lot
$102.92 per lot
$2.52
California Brookside multi - family
$43.50 per lot
$44.60 per lot
$1.10
SummerGlen - Richmond American
(north) Single Family
$87.92 per lot
$90.12 per lot
$2.20
SummerGlen - Richmond American
(south)
$96.75per lot
$99.18 per lot
$2.43
SummerGlen - Kaufman & Broad
$134.64 per lot
$138.02 per lot
$3.38
SummerGlen - Pulte
$168.94 per lot
$173.16 per lot
$4.22
Dublin Greene Tract 7084 single - family
$106.36 per lot
$109.02 per lot
$2.66
Dublin Greene Tract 7149 multi - family
$80.08 per unit
$82.08 per unit
$2.00
Dublin Greene Tract 7149
condominium /apartment
$41.74 per unit
$42.78 per unit
$1.04
Commercial (including retail, office,
and industrial uses, as well as
$ 706.15
$ 723.80
$17.65
apartment properties)
Per Acre
Per Acre
The estimated June 30, 2013, reserve for this District is projected to be $211,897. The actual
reserve will not be known until the City closes its books and accrues the necessary revenues
and expenses.
Staff will be mailing out a newsletter and scheduling a neighborhood meeting prior to the public
hearing date.
Staff is proposing that the City Council adopt the resolutions approving the Preliminary
Engineer's Report for Landscaping and Lighting Maintenance Assessment District No. 1997 -1
(Attachment 12) and appointing the time and date for hearing comments of the proposed
assessment (Attachment 13).
Street Lighting Maintenance Assessment District No. 1999 -1
Assessment District 99 -1 funds the electric energy, maintenance, and repair costs associated
with the street lighting that has been installed in the Dublin Ranch area and Tracts 7067, 7586,
8024, 8073, 8074. The City Council approved formation of this District on June 1, 1999 at the
request of the developers in Dublin Ranch, which were the only property owners in the District at
Page 6 of 8
that time. The initial assessment was levied in Fiscal Year 1999 -2000. Costs funded from the
assessments include utility costs, maintenance, and repair costs associated with the decorative
street lighting that has been installed in these areas. This includes the establishment of a
Capital Improvement Fund (CIF) reserve set aside to pay for improvement projects outside the
normal operations and maintenance costs. In Fiscal Year 2012 -2013, 321 street lights in the
district were retrofitted with more energy efficient Light Emitting Diode (LED) fixtures. In addition,
128 street light poles were repainted in the district. The cost of these improvements was funded
through a one -time payment from the district's reserves.
The assessment methodology in the original Engineer's Report for this District includes an
escalation clause that allows for adjustments to the assessment according to the Consumer
Price Index and the utility cost increases. The cost of utilities may increase based on the actual
cost of the utilities. These factors are updated in the Engineer's Report on an annual basis.
The maximum assessment in the Engineer's Report for Fiscal Year 2013 -2014 (Exhibit 14)
adjusted by the approved adjustment formula is $47.94 per single family residence and $263.67
per acre for commercial parcels. The City has the ability to levy less than the maximum based
on reserve funds on hand and the budgeted costs for District expenditures.
No increase for the FY 2013 -2014 assessment is proposed. The following assessments remain
constant from FY 2012 -2013.
The Engineer's Report (Attachment 14) notes that although the Assessment District formula
establishes a maximum cost that can be levied, based on planned expenditures the assessment
required to fund Fiscal Year 2013 -2014 expenditures remains unchanged.
Eastern Dublin & Mountain Rise Place Street Lighting Assessments (District 1999 -1)
Property Type
Current Fiscal
Year 2012 -2013
Proposed Fiscal
Year 2013 -2014
Annual
Change ($)
Equivalent Dwelling Unit (EDU)
$ 38.90
$ 38.90
No Change
Commercial Per Acre
$213.95 per acre
$213.95 per acre
No Change
The estimated June 30, 2013, reserve for this District is projected to be $207,229, including the
portion set aside for Capital Improvement Projects. The actual reserve will not be known until
the City closes its books and accrues the necessary revenues and expenses.
Staff is proposing that the City Council adopt the resolutions approving the Preliminary
Engineer's Report for Street Lighting Maintenance Assessment District No. 1999 -1 (Attachment
15) and appointing the time and date for hearing comments of the proposed assessment
(Attachment 16).
NOTICING REQUIREMENTS /PUBLIC OUTREACH:
Following the City Council's approval of the Preliminary Engineer's Reports, a public hearing for
each street lighting maintenance assessment district and landscaping and lighting maintenance
assessment district will be scheduled as required.
ATTACHMENTS: 1. 2013 -2014 Preliminary Sources and Use of Assessment District
Funds
2. Preliminary Engineer's Report for AD 83 -1
3. Resolution Approving Preliminary Engineer's Report for AD 83 -1
Page 7 of 8
4. Resolution Appointing Time and Place of Hearing Protests of
Proposed Assessments (June 18, 2013, 7:00 p.m.) for AD 83 -1
5. Preliminary Engineer's Report for AD 83 -2
6. Resolution Approving Preliminary Engineer's Report for AD 83 -2
7. Resolution Appointing Time and Place of Hearing Protests of
Proposed Assessments (June 18, 2013, 7:00 p.m.) for AD 83 -2
8. Preliminary Engineer's Report for AD 86 -1
9. Resolution Approving Preliminary Engineer's Report for AD 86 -1
10. Resolution Appointing Time and Place of Hearing Protests of
Proposed Assessments (June 18, 2013, 7:00 p.m.) for AD 86 -1
11. Preliminary Engineer's Report for AD 97 -1
12. Resolution Approving Preliminary Engineer's Report for AD 97 -1
13. Resolution Appointing Time and Place of Hearing Protests of
Proposed Assessments (June 18, 2013, 7:00 p.m.) for AD 97 -1
14. Preliminary Engineer's Report for AD 99 -1
15. Resolution Approving Preliminary Engineer's Report for AD 99 -1
16. Resolution Appointing Time and Place of Hearing Protests of
Proposed Assessments (June 18, 2013, 7:00 p.m.) for AD 99 -1
Page 8 of 8
Engineer's Report
for
Street Lighting Maintenance
As s es s ment Dis trict No. 1983 -1
Fiscal Year 2013 -14
For the
City of Dublin
Alameda County, California
May 23, 2013
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
Table of Contents
May 23, 2013
1 OVERVIEW ............................................................................................................... ..............................1
1.1 INTRODUCTION ............................................................................................... ..............................1
General Description of the District ......................................................................... ..............................1
Compliance with the California Constitution .......................................................... ..............................1
Summary of Proposed Assessment and Expenditures .......................................... ...............................
2
2 IMPROVEMENTS ..................................................................................................... ..............................3
3 BUDGET ................................................................................................................... ..............................5
4 METHOD OF APPORTIONMENT ............................................................................. .............................10
4.1 GENERAL ........................................................................................................ .............................10
4.2 BENEFIT ANALYSIS .......................................................................................... .............................10
GeneralBenefits ..................................................................................................... .............................10
SpecialBenefits ...................................................................................................... .............................10
Non - Assessable Properties .................................................................................... .............................11
4.3 ASSESSMENT METHODOLOGY ....................................................................... .............................11
5 ASSESSMENT ROLL ................................................................................................. .............................14
Appendix A - Boundary Map
Harris & Associates,,,
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT
May 23, 2013
The undersigned respectfully submits the enclosed report as directed by the City Council. The
undersigned certifies that he is a Professional Engineer, registered in the State of California.
DATED: May 23, 2013
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached was filed with me on the day of 2013.
City Clerk, City of Dublin
County of Alameda, California
M
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll thereto
attached was approved and confirmed by the City Council of the City of Dublin, California, on the
day of 12013.
City Clerk, City of Dublin
County of Alameda, California
M
a
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
1 OVERVIEW
1.1 INTRODUCTION
May 23, 2013
The City of Dublin ( "City') levies and collects special assessments on parcels within the City of Dublin
Street Lighting Maintenance Assessment District No. 1983 -1 ( "District ") to maintain the public street
lighting improvements within those areas. The District was initially formed in 1983 to provide a
dedicated source of funding for the ongoing maintenance of street lighting improvements within the
boundaries of the District. The assessments and methods of apportionment described in this Report
utilize commonly accepted assessment engineering practices and have been calculated and
proportionately spread to each parcel based on the special benefits received as approved by the City
Council at the time the District was formed.
.; „, - 1;
The District was created in 1983 to replace the County of Alameda Lighting Service Area within the City
of Dublin to fund the maintenance and servicing costs for the City's street lighting system. In 1995-
1996, the City of Dublin acquired the PG &E -owned streetlights within the District in order to reduce
maintenance costs. The District includes all parcels that were within the County of Alameda Lighting
Service Area which includes all parcels within the City with the exception of Dublin Ranch; Tract 7067;
the Clifton Parc development in the western hills; Tracts 8024,8073 and 8074; and the Jordan Ranch
Development. A Diagram showing the exterior boundaries of the District is provided in this Report in
Appendix A.
Assessments are levied annually within the District pursuant to the Landscape and Lighting Act of 1972,
Part 2 of Division 15 of the California Streets and Highways Code ( "1972 Act "). All assessments
described in this Report and approved by the City Council are prepared in accordance with the 1972 Act
and are in compliance with the provisions of the California Constitution Article XIIID ( "Article XIIID"),
which was enacted with the passage of Proposition 218 in November 1996. Pursuant to Article XIIID
Section 5, certain existing assessments are exempt from the substantive and procedural requirements of
Article XIIID Section 4. Specifically, Article XIIID Section 5(a) exempted:
"Any assessment imposed exclusively to finance the capital costs or maintenance
and operation expenses for sidewalks, streets, sewers, water, flood control,
drainage systems or vector control. Subsequent increases in such assessments shall
be subject to the procedures and approval process set forth in Section 4."
The City has determined that the annual assessments originally established for the District were for the
maintenance and operation of street lights within the public street rights -of -way. As such, pursuant to
Article XIIID Section 5(a). Therefore, the pre- existing assessment amount has been exempt from the
procedural requirements of Article XIIID Section 4 since the amount of the assessment has not increased
since the passage of Proposition 218.
Harris Associates .
1
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
Any future increase in the assessment rate or substantial changes in the services provided would require
that the District be brought into compliance with all of the requirements of Article XIIID and would
require the approval of the property owners subject to the assessment based upon a mailed ballot
which would be sent to each property owner.
NIIIIIII
A summary of the assessments to be levied for each property type are shown in the table below. Based
upon the estimated expenditures, the transfer which will be needed from the Fund Balance is also
shown for fiscal year 2013 -14, and as well as the projected fund balance as of June 30, 2014. As seen,
the fund balance will be substantially depleted in the current year. This may require a significant
reduction in service levels in future years so that expenditures match assessment revenues or the City
will need to make a contribution to the District from other available funds, or increase in the current
assessment rate.
Property Type
Assessment
Rate
Basis
Single - Family Residential (SFR)
$ 19.34
Parcel
Condominium Unit
$ 19.34
Unit
Duplex, Multi - Family Residential
$ 38.64
Parcel
Triplex, Multi - Family Residential
$ 58.02
Parcel
Fourplex, Multi - Family Residential
$ 77.36
Parcel
Apartments, Multi - Family Residential
$ 116.04
Parcel
Commercial /Industrial /Institutional
$ 106.37
Acre
Rural
$ 9.67
Parcel
Exempt, Cemeteries, Common Open Space
$ 0.00
Parcel
Harris Associates .
2
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
2 IMPROVEMENTS
May 23, 2013
The District provides for the continued installation, maintenance and servicing street lighting
improvements within the public right -of -ways which provide special benefit to parcels and properties
within the District.
In fiscal year 2012 -13, 2,821 street lights in the district were retrofitted with new light emitting diode
(LED) fixtures. The total construction cost for these improvements is $2,050,868. As part of this retrofit,
the district received a one -time rebate amount of $210,775 from Pacific Gas & Electric (PG &E). The
savings generated by this project for FY 13 -14 are anticipated to be $42,156 for operations and
maintenance costs and $114,530 for electricity costs.
As generally defined in the 1972 Act, maintenance and servicing of the street lighting improvements
may include one or any combination of the following:
1) The installation or construction of public lighting facilities, including, but not limited to
streetlights and traffic signals.
2) The installation or construction of any facilities which are appurtenant to any of the foregoing
or which are necessary or convenient for the maintenance or servicing thereof; including but
not limited to, grading, removal of debris, the installation or construction of curbs, gutters,
walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities.
3) The maintenance or servicing, or both, of any of the foregoing including the furnishing of
services and materials for the ordinary and usual maintenance, operation, and servicing of any
improvement, including, but not limited to:
a) Repair, removal, or replacement of all or any part of any improvements;
b) Grading, clearing, removal of debris, the installation, repair or construction of curbs,
gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities;
c) The cleaning, sandblasting, and painting of walls and other improvements to remove or
cover graffiti.
d) Electric current or energy, gas, or other agent for the lighting or operation of any other
improvements.
4) Incidental expenses associated with the improvements including, but not limited to:
a) The cost of preparation of the report, including plans, specifications, estimates, diagram,
and assessment;
b) The costs of printing, advertising, and the publishing, posting and mailing of notices;
c) Compensation payable to the County for collection of assessments;
d) Compensation of any engineer or attorney employed to render services;
e) Any other expenses incidental to the construction, installation, or maintenance and
servicing of the improvements; and,
f) Costs associated with any elections held for the approval of a new or increased
assessment.
Pursuant to the 1972 Act:
Harris Associates.
3
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
"Maintain" or "maintenance" means the furnishing of services and materials for the ordinary
and usual maintenance, operation, and servicing of any improvement, including repair, removal,
or replacement of all or any part of any improvement.
"Service" or "servicing" means the furnishing of electric current or energy, gas, or other
illuminating agent for any public lighting facilities or for the lighting or operation of any other
improvements.
A portion of funds collected from the annual assessments of this District may also be set aside for
funding future pole painting costs or other capital costs in a separate improvement fund commonly
referred to as a Capital Improvement Fund (CIF). The Fund was established for proposed improvements
and expenditures that are greater than can be conveniently funded from the annual assessment
revenues. The poles are expected to need repainting on a ten -year cycle, with the first phase of the pole
painting commencing in the next few years. The funds are not considered part of the regular
maintenance of the improvements or the Reserve Fund.
Harris Associates .
4
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
3 BUDGET
May 23, 2013
All public streetlights and other eligible improvements within the District are maintained and serviced
using assessment revenues on a regular basis. Since the assessment rate cannot increased be as the
result of the passage of Proposition 218 in 1996, assessment revenues have not been sufficient to fund
100% of the annual operations and maintenance costs of street lighting in past years. As a result, the
District has had to transfer funds from the District's Fund Balance to fund the shortfall in assessment
revenues. The table below shows the change in purchasing power since the passage of Proposition 218
based upon the annual change in the Consumer Price Index for the San Francisco Bay Area as published
by the U.S. Department of Labor. Although the District has seen an increase in revenue as a result of
new development, the increases in costs have increased much quicker than the increase in assessment
revenue as a result of growth.
w M - "•
The proposed budget for the District is shown on the following page. This includes an estimate of the
costs of utilities, operations, services, administration and maintenance associated with the
improvements, including all labor, personnel, equipment, materials and administrative expenses. The
summary also shows the estimated fund balance, and the projected contribution/ (transfer) that will be
required from the fund balance based upon the estimated expenditures and assessment revenue.
Projected budgets are also shown for the next 2 fiscal years. For fiscal year 14 -15, the budget assumes a
10% increase for the County contract, and 4% increase for electricity rates
The total cost of the LED improvements is $2,050,868 which is being financed through a 14 year loan.
As seen in the budget summary, a contribution will be required from the fund balance for Fiscal Year
2013 -14. Based upon the projected costs for maintenance and servicing in future years, the transfer
from the fund balance is expected to decrease in future years as a result of the savings from the
Harris & Associates -
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Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
streetlight conversion. Once the loan for the conversion has been repaid for the conversion, annual
costs will be further reduced. The budget will be updated in future years to reflect those savings.
The following describes the services and costs shown in the budget.
DIRECT COSTS:
Maintenance — The cost of ongoing maintenance and servicing of the street lighting improvements
including street light repair parts and the labor associated with performing the repair work. In addition,
a portion of this cost is set aside as a contingency amount for large repairs.
Contract with Alameda County — The cost of street light maintenance provided from the County of
Alameda based on the current Fiscal Year contract.
LED Conversion Project — Utilities Savings - Electricity cost savings generated from LED conversion
project
California Street Light Association —The cost of Street Light Association dues based on relative number
of lights within the District.
LED Conversion Project - PG &E Rebates — One -time rebate from PG &E for installation of LED fixtures
Utilities Electricity —The cost of street light electrical energy use, including miscellaneous PG &E charges
Miscellaneous Expenses — Costs that cannot easily be categorized into any of the other Direct Costs
defined above.
ADMINISTRATIVE COSTS:
District Administration, Consulting — The costs of contracting with professionals to provide services
specific to the levy administration, including preparation of the Engineer's Report, resolutions, and levy
submittal to the County. These fees can also include any additional administrative, legal, or engineering
services specific to the District such as the cost to prepare and mail notices of the public meeting and
hearing.
Public Works Administration — The cost of services provided to administer the District from the Public
Works department of the City of Dublin.
County per Parcel Fee — The cost to the District for the County to collect assessments on the property
tax bills.
Harris & Associates,
A
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
Fund Balance Information
City of Dublin
Street Lighting Maintenance Assessment
District 1983 -1
$
134,728
$
156,410
Approved
Estimated
Proposed
$
Forecast
Reserve Fund Adjustments
Forecast
(43,734)
Budget FY
Expenses
Budget FY
Budget FY
Budget FY
(26,571)
$
2012 -13
FY 2012 -13
$
2013 -14
$
2014 -15
$
2015 -16
DIRECT COSTS
6,400
$
6,400
Interest
$
2,021
$
2,346
$
2,346
Operating Supplies
$
2,000
$
2,000
$
2,000
$
2,000
$
2,000
Contract with Alameda County
$
81,020
$
53,970
$
81,020
$
89,122
$
98,034
LED Conversion Project - O &M Savings
$
(42,156)
$
(46,372)
$
(51,009)
California Street Light Association
$
870
$
830
$
870
$
870
$
870
Utilities - Electricity
$
213,100
$
204,780
$
216,276
$
224,927
$
233,924
LED Conversion Project- Utilities Savings
$
(114,530)
$
(119,111)
$
(123,876)
Miscellaneous Expenses
$
10,000
$
10,000
$
10,000
$
10,000
$
10,000
TOTAL DIRECT
$
306,990
$
271,580
$
153,480
$
161,436
$
169,943
ADMINISTRATION COSTS
District Administration
$
4,860
$
4,860
$
4,860
$
4,860
$
4,860
Public Works Administration
$
2,387
$
2,387
$
2,387
$
2,387
$
2,387
County per Parcel Fee
$
4,550
$
4,550
$
4,580
$
4,580
$
4,580
TOTAL ADMINISTRATION
$
11,797
$
11,797
$
11,827
$
11,827
$
11,827
COLLECTIONS /(CREDITS) APPLIED TO LEVY
TOTAL DIRECTAND ADMIN COSTS
$
318,787
$
283,377
$
165,307
$
173,263
$
181,770
Reserve Collection /(Transfer)
$
(43,734)
$
(7,647)
$
(11,959)
$
(26,571)
$
(37,565)
Capital Improvement Fund Collection /(Transfer)
$
$
$
-
$
-
$
-
LED Conversion Project- Loan Repayment
$
$
$
339,690
$
137,793
$
142,502
Delinquency Contingency
$
2,778
2778
$
2,851
$
2,874
$
2,896
LED Conversion Project- PG &E Rebate
$
-
$
-
$
(210,775)
$
-
$
TOTAL ADJUSTMENTS
$
(40,956)
$
(4,869)
$
119,807
$
114,096
$
107,833
Balance to Levy (Budgeted)
$
277,832
$
277,832
$
285,114
$
287,359
$
289,603
Actual Collection Variance
$
676
APPLIED CHARGE
$
277,832
$
278,508
$
285,114
$
287,359
$
289,603
Total Revenue at Maximum Rate
$
277,832
$
278,508
$
285,114
$
285,114
$
285,114
Variance above /(below) Maximum Revenue
$
-
$
-
$
-
$
2,244
$
4,489
DISTRICTS STATISTICS
Total Parcels
11,224
11,336
11,605
11,721
11,837
Total Parcels Levied
10,512
10,616
10,804
10,920
11,036
Total Equivalent Benefit Units
14,365.65
14,400.64
14,742.22
14,858.27
14,974.32
Proposed Levy per EBU
$
19.34
$
19.34
$
19.34
Applied Levy per EDU
$
19.34
$
19.34
$
19.34
$
19.34
$
19.34
Levy per EDU to fully fund
$
22.00
$
19.49
$
19.76
$
20.74
$
21.46
Fund Balance Information
Est. Beginning Reserve Fund Balance
$
134,728
$
156,410
$156,410
$
153,197
$
135,324
Reserve Fund Adjustments
$
(43,734)
$
(7,647)
$
(11,959)
$
(26,571)
$
(37,565)
Prior /Penalities /Public Damage
$
6,400
$
2,678
$
6,400
$
6,400
$
6,400
Interest
$
2,021
$
2,346
$
2,346
$
2,298
$
2,030
Projected Reserve Balance end of year
$
99,415
$156,410
$
153,197
$
135,324
$
106,189
Harris & Associates-
7
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
LEVY BREAKDOWN:
May 23, 2013
Reserve Collection /(Transfer) — The 1972 Act pursuant to Chapter 1, Article 4 Section 22569 (a),
provides for a District Reserve Fund for operations. Negative amounts shown for this budget item
represent transfers from the Reserve Fund that reduces the Balance to Levy. Maintaining a fully funded
Reserve eliminates the need for the City to transfer funds from non - District accounts to pay for
operational expenses during the first half of the Fiscal Year and also provides the District with sufficient
funds to address any unforeseen or unusual expenditures that may occur during the year.
Capital Improvement Fund Collection /(Transfer) — The 1972 Act pursuant to Chapter 5, beginning with
Section 22660, provides for the District to establish by resolution an assessment installment plan for
proposed improvements and expenditures that are greater than can be conveniently raised from a
single annual assessment. Depending on the nature of the planned improvements, the collection of
funds necessary to complete the project may be collected over a period up to thirty years, but typically
not more than five years. The funds collected shall be accumulated in a separate improvement fund
commonly referred to as a Capital Improvement Fund (CIF) and are not considered part of the regular
maintenance of the improvements or the Reserve Fund.
Because the money accumulated in the Capital Improvement Fund is for a specific planned project
(budgeted separately), the amount shown for this item in the annual budget will typically be a positive
number representing the amount being collected that year as part of the Balance to Levy. A negative
number (Transfer) should only occur after the project has been completed and excess funds are being
credited back to the District's regular accounts. The actual fund balances and expenditures for Capital
Improvements are clearly identified under the Fund Balance Information section of the Budget.
LED Conversion Project — Loan Repayment — Annual payments for the cost of LED conversion project.
May fluctuate based on savings generated to ensure a net savings every year
General Fund Loans Repayment /(Advances) — This item represents repayments of amounts that had
been temporarily advanced to the District from other revenue sources (usually the General Fund) or
represents funds being loaned to the District for the current Fiscal Year that must be repaid by future
assessments. Similar to the Reserve Collection/ (Transfer) line item, this item directly impacts the
Reserve Fund Balances either positively or negatively.
Repayments are shown as a positive number and represent additional monies being collected in the
current annual assessment to repay a prior loan. These loans are typically for capital improvement
expenditures or unforeseen expenditures incurred in prior years and Reserve Fund monies were not
sufficient to cover the expenses. To ensure the ongoing operation and maintenance of the
improvements, the City may advance funds to the District as a temporary loan to meet current
expenditures, and collect repayment of the loan through the annual assessments the following year or
possibly over several years. Generally, all available Reserve Funds are exhausted before a temporary
loan is advanced to the District and the Beginning Reserve Fund Balance will be a negative number
indicating the loan amount still outstanding. A loan for the current Fiscal Year (Advance) is shown as a
negative number. If the District is expected to incur significant expenditures in the current Fiscal Year for
Harris & Associates,
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Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
special services or capital improvements (upgrades or refurbishing of the improvements) and the
proposed assessment revenues (annual assessments) and /or available Reserve Funds are not sufficient
to cover the expenditures, the City may advance funds to the District as a temporary loan to meet the
proposed expenditures. Generally, all available Reserve Funds must be exhausted before a temporary
loan is advanced to the District and any funds temporarily loaned in excess of the available Reserve
Funds will be reflected as a negative Ending Reserve Fund Balance. This negative Reserve Fund Balance
will be repaid and replenished through future assessment revenues.
Delinquency Contingency — This is the estimated amount designated for delinquent property tax
payments that the County is unable to collect in Fiscal Year 2012/2013.
LED Conversion Project - PG &E Rebates - One -time rebate from PG &E for installation of LED fixtures
Other Revenue /General Fund (Contributions) —This item includes additional funds designated for the
District that are not annual assessments. These funds are added to the District account to reduce
assessments, and may be from non - District or District sources including City General Fund Contributions
and /or interest earnings. Any funds indicated on this line will be shown as a negative number indicating
a reduction in the amount to be levied and represent funds that do not have to be repaid.
Balance to Levy —This is the total amount to be collected for the current Fiscal Year through the annual
assessments (for special benefits). The Balance to Levy represents the sum of Total Direct and
Administration Costs, Reserve Fund Contributions or Transfers, Contributions from Other Revenue
Source, and the Contribution Replenishment. Only those costs related to the improvements identified as
special benefits are levied and collected on the tax roll.
Total Parcels Levied —The total number of parcels within the District that will receive the special
benefits during the current Fiscal Year.
Total EDUs — The total Equivalent Dwelling Units within the District applied to the parcels described
above.
Harris & Associates,
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
4 METHOD OF APPORTIONMENT
May 23, 2013
4.1 GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing
certain public improvements which include the construction, maintenance and servicing of public lights,
landscaping and appurtenant facilities. The 1972 Act further requires that the cost of these
improvements be levied according to benefit rather than assessed value:
"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 benefits to be received by each
such lot or parcel from the improvements."
The formula used for calculating assessments in the District therefore reflects the composition of the
parcels, and the improvements and services provided, to fairly apportion the costs based on estimated
benefit to each parcel. In addition, pursuant to Article XIIID Section 4:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the
proportional special benefit conferred on that parcel. Only special benefits are assessable
and an agency shall separate the general benefits from the special benefits conferred on a
parcel. "
4.2 BENEFIT ANALYSIS
Each of the improvements have been carefully reviewed by the City and the corresponding assessments
have been proportionately spread to each parcel based on special benefits received from the
improvements as determined at the time the District was established.
General Benefits — In reviewing each of the District improvements, the proximity of those
improvements to both properties within the District and those outside the District as well as the reasons
for installing and constructing such improvements, it is evident that the improvements are solely the
result of developing properties within the District and the ongoing maintenance and operation of these
improvements will directly affect the properties within the District. Although the improvements include
public areas, easements, right -of -ways and other amenities available or visible to the public at large, the
construction and installation of these improvements were only necessary for the development of
properties within the District and were not required nor necessarily desired by any properties or
developments outside the District boundary and any public access or use of the improvements by others
is incidental. Therefore, it has been determined that the improvements and the ongoing maintenance,
servicing and operation of those improvements provide no measurable general benefit to properties
outside the District or to the public at large, but clearly provide distinct and special benefits to
properties within the District.
Special Benefits — The method of apportionment (method of assessment) established herein is based
on the premise that each assessed parcel within the District receives special benefits from the
improvements and the desirability and security of those properties is enhanced by the presence of
Harris & Associates.
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Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
public lighting in close proximity to those properties.
May 23, 2013
The special benefits of street lighting and other public lighting facilities are the convenience, safety, and
security of property, improvements, and goods. Specifically:
1) Enhanced deterrence of crime and the aid to police protection.
2) Increased nighttime safety on roads, streets and public areas.
3) Improved ability of pedestrians and motorists to see.
4) Improved ingress and egress to property.
5) Reduced vandalism and other criminal act and damage to improvements or property.
6) Improved traffic circulation and reduced nighttime accidents and personal property loss.
The preceding special benefits contribute to the aesthetic value and desirability of each of the assessed
parcels within the District and thereby provide a special enhancement of the properties. Furthermore, it
has been determined that the lack of funding to properly service and maintain the District
improvements would have a negative impact on the properties within the District.
All of the preceding special benefits contribute to a specific enhancement and desirability of each of the
assessed parcels within the District.
Non-Assessable Properties — Within the boundaries of the District, there are several types of properties
that are considered to receive no special benefit from the District improvements and are therefore not
assessed. These parcels include:
1) Publicly owned parcels that are reserved as Public Open Space or are developed as City Parks for
active recreation and are maintained and serviced by the District;
2) Publicly owned wetland parcels;
3) Certain Public Utility parcels;
4) Privately owned open space parcels; and
5) Privately owned "sliver" parcels that have resulted from a lot line adjustment with an adjacent
larger parcel. The adjacent larger parcels, of which these "sliver" parcels are a part, are assessed
at the Residential Zone rate.
4.3 ASSESSMENT METHODOLOGY
The special benefits received by each parcel within the District and each parcel's proportional annual
assessment are calculated on the basis of a formula known as Equivalent Dwelling Units. The Equivalent
Dwelling Unit (EDU) method of apportionment establishes a proportional benefit relationship between
the various parcels within the District and the improvements maintained by the District. The typical
single family residential parcel is assigned 1.0 Equivalent Dwelling Unit (EDU) since it represents more
than 73% of the total parcels within the District.
Harris & Associates -
11
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
EDU's are assigned to the other land uses based upon the property's development status, type of
development (County of Alameda land use code) and property size as shown in the table below. Parcels
determined to be vacant will be assessed at a reduced rate of 50 %, by multiplying the parcel's assigned
EDU factor by 0.5 (or 50 %).
Property Type
EDU Factorl
Basis
Single - Family Residential (SFR)
1.00
Parcel
Condominium Unit
1.00
Unit
Duplex, Multi - Family Residential
2.00
Parcel
Triplex, Multi - Family Residential
3.00
Parcel
Fourplex, Multi - Family Residential
4.00
Parcel
Apartments, Multi - Family Residential
6.00
Parcel
Commercial /Industrial /Institutional
5.50
Acre
Rural
0.50
Parcel
Exempt, Cemeteries, Common Open Space
0.00
Parcel
Single - Family Residential (SFR) — (County land use 1x) this land use identifies properties that are
developed for single - family residential use and are assigned a factor of 1.00 EDU per parcel. This is the
base value that all other land use types are compared and weighted against (i.e. Equivalent Dwelling
Unit EDU). This land use classification may include, but is not limited to lots or parcels identified as
single - family residential homes, planned development (tract or townhouse type), and
modular /manufactured single - family residential unit.
Condominium Unit — (County land use 73) this land use identifies properties that are fully subdivided
residential parcels that have more than one residential unit developed on the property. This land use is
assigned 1.00 EDU per unit for properties that the number of units can be identified.
Duplex, Multifamily Residential — (County land use 22) this land use identifies properties that are
developed for multifamily residential use and are assigned a factor of 2.00 EDU per parcel. This land use
classification includes double or duplex units.
Triplex, Multifamily Residential — (County land use 23) this land use identifies properties that are
developed for multifamily residential use and are assigned a factor of 3.00 EDU per parcel. This land use
classification includes triplex units; double or duplex together with a single - family home.
Fourplex, Multifamily Residential — (County land use 24) this land use identifies properties that are
developed for multifamily residential use and are assigned a factor of 4.00 EDU per parcel. This land use
classification includes four living units; a fourplex, a triplex and a single - family home, or two doubles or
duplexes.
Apartment Complex, Multifamily Residential — (County land use 7x, except 73) This land use identifies
properties that are developed for multifamily residential use of five (5) or more units, and are assigned a
factor of 6.00 EDU per parcel. This land use classification may include, but is not limited to, lots or
Harris & Associates,
12
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
parcels identified as vacant apartment land capable of supporting 5 or more units, residential property
converted to 5 or more units, cooperatives, restricted income properties, fraternities, sororities, church
homes, multiple residential (5 or more units), and residential high -rise (7 or more units).
Commercial — (County land use 3x, 8x, 9x) this land use identifies properties that are considered
improved commercial use and are assigned a factor of 5.50 EDU per gross acre. This land use
classification may include, but is not limited to, lots or parcels identified as car washes, commercial
garages, automotive dealerships, parking lots, parking garages service stations, funeral homes, nursing
or boarding homes, hospitals, hotels /motels, banks, medical- dental, single and multi -story office
buildings, commercial land, department stores, discount stores, restaurants, shopping centers,
supermarkets.
Industrial — (County land use 4x) this land use identifies properties that are developed for industrial use
and are assigned a factor of 5.50 EDU per gross acre. This land use classification may include, but is not
limited to lots, or parcels identified as vacant industrial land, warehouses, light and heavy industrial,
nurseries, sand and gravel quarries, salt ponds, trucking and distribution terminals, wrecking yards, and
miscellaneous industrial.
Institutional — (County land use 6x, except 65) This land use identifies properties that are developed for
institutional use and are assigned a factor of
5.50 EDU per gross acre. This land use classification may include, but is not limited to, lots or parcels
identified as vacant land that is a necessary part of an institutional property, improved government -
owned property, low income housing (secured P.I.'s only), golf courses, schools, churches, lodge- halls,
clubhouses, and other institution properties.
Rural Property — (County land use 5x) This land use identifies properties that are defined as rural lands
and are assigned a factor of 0.50 EDU per parcel. This land use classification may include, but is not
limited to, lots or parcels identified as rural residential home sites, one or more mobile homes on rural
home sites, rural property with significant commercial or industrial use, property used for agriculture
(more than 10 acres), rural land in transition to higher land use classification, and rural land under non -
renewal of Williamson Act.
Exempt Property, Cemeteries & Common Open Space — (County land use 0, 03 -05, 65) this land use
identifies properties that are exempt from assessment and are assigned 0.00 EDU. This land use
classification may include, but is not limited to, lots or parcels identified as exempt public agencies;
property leased or owned by public utilities, cemeteries, and planned development common areas.
Harris & Associates,
13
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
5 ASSESSMENT ROLL
May 23, 2013
The proposed assessment and the amount of the assessment apportioned to each lot or parcel, as
shown on the latest roll at the Assessor's Office, are contained in the Assessment Roll on file in the
Office of the City Clerk of the City of Dublin, which is incorporated herein by reference.
The description of each lot or parcel is part of the records of the Assessor of the County of Alameda and
those records are, by reference, made part of this report. The assessments shown will be submitted to
the County Auditor /Controller, and included on the property tax roll for each parcel shown in the
assessment roll for fiscal year 2013 -14.
Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the
District, are inclusive of the parcels as shown on the Alameda County Assessor's Parcel Maps as they
existed at the time of the passage of the Resolution of Intention, and shall include subsequent
subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the Alameda
County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of
land within the District.
Harris & Associates -
14
Engineer's Report
Street Lighting Maintenance District No. 1983 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
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Harris, & Associates -
15
RESOLUTION NO. XX - 13
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
* * * * * * * * * **
APPROVING ENGINEER'S REPORT, CONFIRMING DIAGRAM
AND ASSESSMENT, AND ORDERING LEVY OF ASSESSMENT
CITY OF DUBLIN STREET LIGHTING MAINTENANCE ASSESSMENT DISTRICT NO. 1983 -1
WHEREAS, by its Resolution No. 29 -13, a Resolution Directing Preparation of Annual Report
for City of Dublin Street Lighting Maintenance Assessment District No. 1983 -1 (the "District "), this
Council designated the Public Works Director as Engineer of Work and ordered said Engineer to
make and file a report in writing in accordance with and pursuant to the Landscaping and Lighting
Act of 1972; and
WHEREAS, said report was made and filed with the City Clerk and duly considered by
this Council and found to be sufficient in every particular, whereupon it was determined that said
report should stand as Engineer's Report for all subsequent proceedings under and pursuant to
the aforesaid Resolution and that June 18, 2013, at 7:00 p.m. in the Council Chambers, Dublin
Civic Center, 100 Civic Plaza, Dublin, California, was appointed as the time and place for a
hearing by the Council on the question of the levy of the proposed assessment, notice of which
hearing was published and posted in accordance with the Landscaping and Lighting Act of
1972; and
WHEREAS, at the appointed time and place, said hearing was held, and all persons
interested desiring to be heard were given an opportunity to be heard, and all matters pertaining
to said levy were heard and considered by this Council, and this Council thereby acquired
jurisdiction to order said levy and confirmation of diagram and assessment prepared by and
made a part of the report of said Engineer to pay the cost and expenses thereof;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does
hereby approve that:
(a) The property owners owning more than fifty percent of the area of assessable land
within the District had not, at the conclusion of said hearing, filed written protests
against the said proposed levy, or against the Engineer's Estimate of costs and
expenses, or against the maps and description, or against the diagram or the
assessment to pay for the costs and expenses thereof;
(b) The public interest, convenience, and necessity require that said levy be made;
(c) The District benefited by said improvements and to be assessed to pay the costs
and expenses thereof, and the exterior boundaries thereof are as shown by a map
thereof filed in the office of the City Clerk, which map is made a part hereof by
reference thereto.
ATTACHMENT 4
PASSED, APPROVED AND ADOPTED this 18th day of June, 2013, by the following
vote:
AYES-
NOES-
ABSENT-
ABSTAIN-
ATTEST-
City Clerk
Mayor
ATTACHMENT 4
Engineer's Report
for
Landscaping and Lighting
District No. 1983-2
(Tract 4719)
Fis cal Year 2013 -14
For the
City of Dublin
Alameda County, California
May 23, 2013
Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
Table of Contents
May 23, 2013
1 OVERVIEW ............................................................................................................... ..............................1
1.1 INTRODUCTION ............................................................................................... ..............................1
General Description of the District ......................................................................... ..............................1
Compliance with the California Constitution .......................................................... ..............................1
Summary of Proposed Assessment and Expenditures .......................................... ...............................
2
2 IMPROVEMENTS ..................................................................................................... ..............................3
3 BUDGET ................................................................................................................... ..............................5
3.1 ALLOWABLE MAXIMUM ASSESSEMENT RATE ................................................ ..............................9
4 METHOD OF APPORTIONMENT ............................................................................. .............................11
4.1 GENERAL ........................................................................................................ .............................11
4.2 BENEFIT ANALYSIS .......................................................................................... .............................11
GeneralBenefits ..................................................................................................... .............................11
SpecialBenefits ...................................................................................................... .............................11
Non - Assessable Properties .................................................................................... .............................12
4.3 ASSESSMENT METHODOLOGY ....................................................................... .............................13
5 ASSESSMENT ROLL ................................................................................................. .............................14
Appendix A - Boundary Map
Appendix B - Preliminary Assessment Roll
Harris & Associates,,,
Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT
May 23, 2013
The undersigned respectfully submits the enclosed report as directed by the City Council. The
undersigned certifies that he is a Professional Engineer, registered in the State of California.
DATED: May 23, 2013
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached was filed with me on the day of 2013.
City Clerk, City of Dublin
County of Alameda, California
M
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll thereto
attached was approved and confirmed by the City Council of the City of Dublin, California, on the
day of 12013.
City Clerk, City of Dublin
County of Alameda, California
M
a
Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
1 OVERVIEW
1.1 INTRODUCTION
May 23, 2013
The City of Dublin ( "City') levies and collects special assessments on parcels within the City of Dublin
Street Lighting Maintenance Assessment District No. 1983 -2 ( "District ") in order to maintain the
landscaping and irrigation improvements within the District.
The assessments and methods of apportionment described in this Report utilize commonly accepted
assessment engineering practices and have been calculated and proportionately spread to each parcel
based on the special benefits received as approved by the City Council at the time the District was
formed.
, I 1;
The District was initially formed in 1983 to provide a dedicated source of funding for the on -going
maintenance of street landscaping within Tract 4719. The District originally included the maintenance
of Stagecoach Park and the landscaping within Stagecoach Road north of the City Limit, however those
improvements are no longer funded by the District. Currently, the District includes only the roadway
landscaping along Stagecoach Road and on the "interior slopes" (Coral Way and Agate Way) within the
Dublin Hills Estates development. The maintenance cost for Stagecoach Park, as well as the
undeveloped Dougherty Hills Park, is paid by the City through the Park Maintenance Operating Budget
and is not a part of this Assessment District.
Assessments are levied annually within the District pursuant to the Landscape and Lighting Act of 1972,
Part 2 of Division 15 of the California Streets and Highways Code ( "1972 Act "). All assessments
described in this Report and approved by the City Council are prepared in accordance with the 1972 Act
and are in compliance with the provisions of the California Constitution Article XIIID ( "Article XIIID "),
which was enacted with the passage of Proposition 218 in November 1996.
Pursuant to Article XIIID Section 5, certain existing assessments were exempt from the substantive and
procedural requirements of Article XIIID Section 4. Specifically, Article XIIID Section 5(a) exempted:
"Any assessment imposed exclusively to finance the capital costs or maintenance
and operation expenses for sidewalks, streets, sewers, water, flood control,
drainage systems or vector control. Subsequent increases in such assessments shall
be subject to the procedures and approval process set forth in Section 4."
The City has determined that the annual assessments originally established for the District were for the
maintenance and operation of landscaping within the public street rights -of -way or public easements.
Harris Associates .
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
However, in 2003/2004, the City conducted a public hearing that included a mailed ballot to all of the
property owners in this District proposing an increased assessment in order to maintain and replace
certain landscaping improvements. In accordance with the requirements of Prop 218 the property
owners approved a 10% increase in assessment rates, and the addition of an escalation clause for
succeeding years that allows the maintenance cost to increase according to the Consumer Price Index
and the utility cost to increase according to the actual cost of utilities.
Any future increase in the assessment rate in excess of the maximum allowable rate or substantial
changes in the services provided would require the approval of the property owners subject to the
assessment based upon a mailed ballot which would be sent to each property owner pursuant to the
provisions of the California Constitution Article XIIID .
A summary of the assessments to be levied for each property type are shown in the table below
Property Type Assessment Basis
Rate
Single - Family Residential (SFR) $ 322.84 Parcel
Multi - Family Residential (MFR) $ 54.57 Unit
Exempt, Common Open Space, Public Land $ 0.00 Parcel
Harris Associates .
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
2 IMPROVEMENTS
May 23, 2013
The District provides for the continued maintenance and servicing of the landscaping and irrigation
improvements within the public right -of -way and public easement along Stagecoach Road between the
limits of Amador Valley Boulevard and the northerly City Limit. In addition, the District also provides for
the maintenance of the slopes, including landscaping and irrigation, within the public right -of -way for
the slope areas along the rear of Lots 80 through 86, and 37 through 48 within Tract 4719.
As generally defined in the 1972 Act, maintenance and servicing of the improvements may include one
or any combination of the following:
1) The installation or planting of landscaping. The installation or construction of statuary,
fountains, and other ornamental structures and facilities.
2) The installation or construction of any facilities which are appurtenant to any of the foregoing or
which are necessary or convenient for the maintenance or servicing thereof; including but not
limited to, grading, removal of debris, the installation or construction of curbs, gutters, walls,
sidewalks, or paving, or water, irrigation, drainage, or electrical facilities.
3) The maintenance or servicing, or both, of any of the foregoing including the furnishing of
services and materials for the ordinary and usual maintenance, operation, and servicing of any
improvement, including, but not limited to:
a. Repair, removal, or replacement of all or any part of any improvements;
b. Grading, clearing, removal of debris, the installation, repair or construction of curbs,
gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities;
c. Providing for the life, growth, health, and beauty of landscaping, including cultivation,
irrigation, trimming, spraying, fertilizing, or treating for disease or injury;
d. The removal of trimmings, rubbish, debris, and other solid waste;
e. The cleaning, sandblasting, and painting of walls and other improvements to remove or
cover graffiti.
f. Electric current or energy, gas, or other agent for the lighting or operation of any other
improvements.
g. Water for the irrigation of any landscaping, the operation of any fountains, or the
maintenance of any other improvements.
4) Incidental expenses associated with the improvements including, but not limited to:
a. The cost of preparation of the report, including plans, specifications, estimates, diagram,
and assessment;
b. The costs of printing, advertising, and the publishing, posting and mailing of notices;
c. Compensation payable to the County for collection of assessments;
d. Compensation of any engineer or attorney employed to render services;
e. Any other expenses incidental to the construction, installation, or maintenance and
servicing of the improvements; and,
f. Costs associated with any elections held for the approval of a new or increased
assessment.
Harris Associates.
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
Pursuant to the 1972 Act:
May 23, 2013
"Maintain" or "maintenance" means the furnishing of services and materials for the ordinary
and usual maintenance, operation, and servicing of any improvement, including repair, removal,
or replacement of all or any part of any improvement.
"Service" or "servicing" means the furnishing of electric current or energy, gas, or other
illuminating agent for any public lighting facilities or for the lighting or operation of any other
improvements.
Drawings showing the specific locations of the improvements are on file in the City's Engineering
Department and are made a part of this report by reference.
Harris Associates .
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
3 BUDGET
May 23, 2013
All landscape and other eligible improvements within the District are maintained and serviced on a
regular basis. The proposed budget for District is shown on the following page. This includes an
estimate of the costs of utilities, operations, services, administration and maintenance associated with
the improvements, including all labor, personnel, equipment, materials and administrative expenses.
The summary also shows the estimated fund balance, and the projected contribution/ (transfer) based
upon the estimated expenditures and assessment revenue. Projected budgets are also shown for the
next 2 fiscal years. For 14 -15, the budget assumes a 15% increase for water, and 4% increase for
electricity rates
The following describes the services and costs shown in the budget.
DIRECT COSTS:
Maintenance Tree — The cost of installation and maintenance of trees and plantings along the street
frontages within the District.
Maintenance Landscape — The cost of maintenance and repair of the landscaping and open space areas
within the District.
Utilities Water — The cost of furnishing water for maintenance of landscape and irrigation systems
within the District.
Utilities Electricity — The cost of electricity for maintenance of landscape, powering of irrigation
systems, and entry lighting within the District.
Miscellaneous Expenses — Costs that cannot easily be categorized into any of the other Direct Costs
defined above.
ADMINISTRATIVE COSTS:
District Administration, Consulting — The costs of contracting with professionals to provide services
specific to the levy administration, including preparation of the Engineer's Report, resolutions, and levy
submittal to the County. These fees can also include any additional administrative, legal, or engineering
services specific to the District such as the cost to prepare and mail notices of the public meeting and
hearing.
Public Works Administration — The cost of services provided to administer the District from the Public
Works department of the City of Dublin.
County per Parcel Fee — The cost to the District for the County to collect assessments on the property
tax bills.
Harris & Associates,
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
DIRECT COSTS
Maintenance -Tree
Maintenance - landscape
Utilities - Water
Utilities - Electricity
Miscellaneous Expenses
City of Dublin
Landscape and Lighting
District 1983 -2
Approved
Estimated
Budget FY
Expenses
2012 -13
FY 2012 -13
$ 2,240
$ 2,240
$ 41,630
$ 40,380
$ 28,000
$ 24,170
$ 930
$ 870
$ -
$ 160
May 23, 2013
Proposed Forecast Forecast
Budget FY Budget FY Budget FY
2013 -14 2014 -15 2015 -16
$ 2,240
$ 41,630
$ 29,120
$ 967
$ 160
TOTAL DIRECT $ 72,800 $ 67,820 $ 74,117
$ 2,240 $ 2,240
$ 41,630 $ 41,630
$ 33,488 $ 38,511
$ 1,006 $ 1,046
$ 160 $ 160
$ 78,524 $ 83,587
ADMINISTRATION COSTS
Est. Beginning Reserve Fund Balance
District Administration
$
2,560
$
2,400
$
2,400
$
2,560
$
2,560
Public Works Administration
$
634
$
634
$
634
$
634
$
634
County per Parcel Fee
$
1,340
$
1,340
$
1,450
$
1,450
$
1,450
TOTAL ADMINISTRATION
$
4,534
$
4,374
$
4,484
$
4,644
$
4,644
COLLECTIONS /(CREDITS) APPLIED TO LEVY
$
39,181
$
39,573
Assessment Revenue Calculation
TOTAL DIRECTAND ADMIN COSTS
$
77,334
$
72,194
$
78,601
$
83,168
$
88,231
Reserve Collection /(Transfer)
$
-
$
5,140
$
-
$
-
$
-
Capital Improvement Fund Collection /(Transfer)
$
Maximum Levy per SFR prior year
$
-
$
$
$
$
$
$
General Fund Loan Repayment /(Advance)
$
$ 363.01
$
363.01
$
396.08
$
422.10
$
432.88
Other Revenues /(General Fund Contributions)
$
$
$
$
$
$
$
$
$
Applied Levy per MFR
TOTAL ADJUSTMENTS
$
53.69
$
5,140
$
57.74
$
61.25
$
$ 57.57
Balance to Levy (Budgeted)
$
77,334
$
77,334
$
78,601
$
83,168
$
88,231
Total Revenue at Maximum Rate
$
88,393
$
88,393
$
96,448
$
102,784
$
105,408
Variance above /(below) Maximum Revenue
$
(11,059)
$
(11,059)
$
(17,847)
$
(19,616)
$
(17,177)
Applied Charge $ 77,334 $ 77,334 $ 78,601 $ 83,168 $ 88,231
DISTRICTS STATISTICS
Total Parcels 709 709 709 709 709
Total Parcels Levied 703 703 703 703 703
Total SFR Count 150 150 150 150 150
Total MFR Count 553 553 553 553 553
Fund Balance Information
Est. Beginning Reserve Fund Balance
$ 31,523
$
32,940
$38,409
$
38,793
$
39,181
Reserve Fund Adjustments
$ -
$
5,140
$
-
$
-
$
-
Prior /Penalities /Public Damage
$ -
$
-
$
-
$
-
$
-
Interest
$ 315
$
329
$
384
$
388
$
392
Projected Reserve Balance end of year
$ 31,838
$
38,409
$
38,793
$
39,181
$
39,573
Assessment Revenue Calculation
Balance to Levy for SFR (61.61% of Total Applied Levy
$ 47,645
$
47,645
$
48,426
$
51,240
$
54,359
Applied Levy per SFR
$ 317.64
$
317.64
$
322.84
$
341.60
$
362.39
Maximum Levy per SFR prior year
$ 340.47
$
340.47
$
363.01
$
396.08
$
422.10
Maximum Levy per SFR current year
$ 363.01
$
363.01
$
396.08
$
422.10
$
432.88
Balance to Levy for MFR (38.39% of Total Applied Levy
$ 29,689
$
29,689
$
30,175
$
31,928
$
33,872
Applied Levy per MFR
$ 53.69
$
53.69
$
54.57
$
57.74
$
61.25
Maximum Levy per MFR prior year
$ 57.57
$
57.57
$
61.38
$
66.97
$
71.37
Maximum Levy per MFR current year
$ 61.38
$
61.38
$
66.97
$
71.37
$
73.19
Harris & Aso tes-
A
Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
LEVY BREAKDOWN:
May 23, 2013
Reserve Collection /(Transfer) — The 1972 Act pursuant to Chapter 1, Article 4 Section 22569 (a),
provides for a District Reserve Fund for operations. Negative amounts shown for this budget item
represent transfers from the Reserve Fund that reduces the Balance to Levy. Maintaining a fully funded
Reserve eliminates the need for the City to transfer funds from non - District accounts to pay for
operational expenses during the first half of the Fiscal Year and also provides the District with sufficient
funds to address any unforeseen or unusual expenditures that may occur during the year.
Capital Improvement Fund Collection /(Transfer) — The 1972 Act pursuant to Chapter 5, beginning with
Section 22660, provides for the District to establish by resolution an assessment installment plan for
proposed improvements and expenditures that are greater than can be conveniently raised from a
single annual assessment. Depending on the nature of the planned improvements, the collection of
funds necessary to complete the project may be collected over a period up to thirty years, but typically
not more than five years. The funds collected shall be accumulated in a separate improvement fund
commonly referred to as a Capital Improvement Fund (CIF) and are not considered part of the regular
maintenance of the improvements or the Reserve Fund.
Because the money accumulated in the Capital Improvement Fund is for a specific planned project
(budgeted separately), the amount shown for this item in the annual budget will typically be a positive
number representing the amount being collected that year as part of the Balance to Levy. A negative
number (Transfer) should only occur after the project has been completed and excess funds are being
credited back to the District's regular accounts. The actual fund balances and expenditures for Capital
Improvements are clearly identified under the Fund Balance Information section of the Budget.
General Fund Loans Repayment /(Advances) — This item represents repayments of amounts that had
been temporarily advanced to the District from other revenue sources (usually the General Fund) or
represents funds being loaned to the District for the current Fiscal Year that must be repaid by future
assessments. Similar to the Reserve Collection /(Transfer) line item, this item directly impacts the
Reserve Fund Balances either positively or negatively.
Repayments are shown as a positive number and represent additional monies being collected in the
current annual assessment to repay a prior loan. These loans are typically for capital improvement
expenditures or unforeseen expenditures incurred in prior years and Reserve Fund monies were not
sufficient to cover the expenses. To ensure the ongoing operation and maintenance of the
improvements, the City may advance funds to the District as a temporary loan to meet current
expenditures, and collect repayment of the loan through the annual assessments the following year or
possibly over several years. Generally, all available Reserve Funds are exhausted before a temporary
loan is advanced to the District and the Beginning Reserve Fund Balance will be a negative number
indicating the loan amount still outstanding. A loan for the current Fiscal Year (Advance) is shown as a
negative number. If the District is expected to incur significant expenditures in the current Fiscal Year for
special services or capital improvements (upgrades or refurbishing of the improvements) and the
proposed assessment revenues (annual assessments) and /or available Reserve Funds are not sufficient
Harris & Associates,
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
to cover the expenditures, the City may advance funds to the District as a temporary loan to meet the
proposed expenditures. Generally, all available Reserve Funds must be exhausted before a temporary
loan is advanced to the District and any funds temporarily loaned in excess of the available Reserve
Funds will be reflected as a negative Ending Reserve Fund Balance. This negative Reserve Fund Balance
will be repaid and replenished through future assessment revenues.
Other Revenue /General Fund (Contributions) —This item includes additional funds designated for the
District that are not annual assessments. These funds are added to the District account to reduce
assessments, and may be from non - District or District sources including City General Fund Contributions
and /or interest earnings. Any funds indicated on this line will be shown as a negative number indicating
a reduction in the amount to be levied and represent funds that do not have to be repaid.
Balance to Levy —This is the total amount to be collected for the current Fiscal Year through the annual
assessments (for special benefits). The Balance to Levy represents the sum of Total Direct and
Administration Costs, Reserve Fund Contributions or Transfers, Contributions from Other Revenue
Source, and the Contribution Replenishment. Only those costs related to the improvements identified as
special benefits are levied and collected on the tax roll.
Total Parcels —The total number of parcels within the District including exempt parcels.
Total Parcels Levied —The total number of parcels within the District that will receive the special
benefits during the current Fiscal Year.
Total EDUs — The total Equivalent Dwelling Units within the District applied to the parcels described
above.
Balance to Levy for SFR —The total assessment to single - family property owners in the Dublin Hills
Estates development.
Balance to Levy for MFR — The total assessment to property owners of condominium or apartment units
in the Amador Lakes Apartments development.
Maximum Levy per SFR (Prior Fiscal Year) —This is the maximum rate allowable in Fiscal Year 2012 -13
to assess single - family property owners within the District.
Maximum Levy per MFR (Prior Fiscal Year) — This is the maximum rate allowable in Fiscal Year 2012 -13
to assess property owners of a multifamily residential unit within the District.
Maximum Levy per SFR (Current Fiscal Year) —This is the maximum rate allowable per SFR parcel to
assess property owners within the District, in accordance with Proposition 218, adjusted for inflation as
described in the Method of Apportionment.
Maximum Levy per MFR (Current Fiscal Year) —This is the maximum rate allowable per MFR unit to
assess property owners within the District, in accordance with Proposition 218, adjusted for inflation as
described in the Method of Apportionment.
Harris & Associates,
Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
Inflationary Factor— Annual percentage increase in the San Francisco - Oakland -San Jose Area Consumer
Price Index for "All Urban Wage Earners and Clerical Workers," applies to all cost except water and
electricity, plus any additional increase in the utility cost of water and electricity. Each fiscal year the City
shall identify the change in the Index for April to April of the preceding year.
3.1 ALLOWABLE MAXIMUM ASSESSEMENT RATE
It is recognized that the cost of maintaining the District improvements increases slightly every year as a
result of inflation. As at the time the District was formed, the property owners approved a formula for
increasing assessments for each future fiscal year to offset increases in costs due to inflation.
The maximum assessment amount allowed for each fiscal year shall be increased in an amount equal to
the annual percentage increase of the local San Francisco - Oakland -San Jose Area Consumer Price Index
( "Index') for "All Urban Wage Earners and Clerical Workers" plus any actual increase in the cost of
utilities (water and power). Each fiscal year the City shall identify the annual percentage difference in
the Index between April of the current fiscal year and that of the previous April. Should the Bureau of
Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the
revised index or comparable system as approved by the City Council for determining fluctuations in the
cost of living.
Barris & Associates-
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Proposed
Forecast
Forecast
Budget
Budget
Budget
Item
FY 2013 -14
FY 2014 -15
FY 2015 -16
CPI April Prior Year
236.626
N/A
N/A
CPI April Current Year
244.675
N/A
N/A
% Increase /(Decrease)
3.402%
2.000%
2.000%
Prior Year Maximum Levy per SFR
$
363.01
$
396.08
$
404.00
Prior Year Maximum Levy per MFR
$
61.38
$
66.97
$
68.31
Current Year Maximum Levy perSFR CPI only
$
375.36
$
404.00
$
412.08
Current Year Maximum Levy per MFR CPI only
$
63.47
$
68.31
$
69.68
Combined Utility Costs Current Year
$
30,087
$
34,494
$
39,557
Combined Utility Costs Prior Year
$
25,040
$
30,087
$
34,494
%Change in Combined Utility Costs
20.16%
14.65%
14.68%
Change in Combined Utilities
$
5,047
$
4,407
$
5,063
Spread to SFR (61.6 %)
$
3,109
$
2,715
$
3,119
Spread to MFR (38.4 1%)
$
1,938
$
1,692
$
1,944
Amount per SFR for Utilities
$
20.73
$
18.10
$
20.79
Amount per MFR for Utilities
$
3.50
$
3.06
$
3.52
Maximum Levy perSFR current year
$
396.08
$
422.10
$
432.88
Maximum Levy per MFR current year
$
66.97
$
71.37
$
73.19
Barris & Associates-
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
In the event that the City Council determines that an inflation adjustment is not required for a given
fiscal year, the City Council may authorize the assessment without applying the adjustment formula to
the amount levied. If the budget and assessments for a district require an increase greater than the
adjustment set forth in the formula, then the proposed increase would be subject to approval by the
District property owners. Each fiscal year, the maximum assessment rate shall increase at the maximum
amount allowable regardless of whether the increase is levied to the parcels within the District.
Harris & Associates -
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
4 METHOD OF APPORTIONMENT
May 23, 2013
4.1 GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing
certain public improvements which include the construction, maintenance and servicing of public lights,
landscaping and appurtenant facilities. The 1972 Act further requires that the cost of these
improvements be levied according to benefit rather than assessed value:
"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 benefits to be received by each such lot or parcel from the improvements."
The formula used for calculating assessments in the District therefore reflects the composition of the
parcels, and the improvements and services provided, to fairly apportion the costs based on estimated
benefit to each parcel. In addition, pursuant to Article XIIID Section 4:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional
special benefit conferred on that parcel. Only special benefits are assessable and an agency shall
separate the general benefits from the special benefits conferred on a parcel."
4.2 BENEFIT ANALYSIS
Each of the improvements have been carefully reviewed by the City and the corresponding assessments
have been proportionately spread to each parcel based on special benefits received from the
improvements as determined at the time the District was established.
General Benefits — In reviewing each of the District improvements, the proximity of those
improvements to both properties within the District and those outside the District as well as the reasons
for installing and constructing such improvements, it is evident that the improvements are solely the
result of developing properties within the District and the ongoing maintenance and operation of these
improvements will directly affect the properties within the District. Although the improvements include
public areas, easements, right -of -ways and other amenities available or visible to the public at large, the
construction and installation of these improvements were only necessary for the development of
properties within the District and were not required nor necessarily desired by any properties or
developments outside the District boundary and any public access or use of the improvements by others
is incidental. Therefore, it has been determined that the improvements and the ongoing maintenance,
servicing and operation of those improvements provide no measurable general benefit to properties
outside the District or to the public at large, but clearly provide distinct and special benefits to
properties within the District.
.Special Benefits — The method of apportionment (method of assessment) established herein is based
on the premise that each assessed parcel within the District receives special benefits from the
improvements and the desirability of those properties enhanced by the presence of well- maintained
landscaping in close proximity to those properties.
Harris & Associates.
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
The special benefits associated with landscape improvements are specifically:
May 23, 2013
1) Enhanced desirability of properties through association with the improvements.
2) Improved aesthetic appeal of properties providing a positive representation of the area and
properties.
3) Enhanced adaptation of the urban environment within the natural environment from adequate
green space and landscaping.
4) Environmental enhancement through improved erosion resistance, dust and debris control, and
fire prevention.
5) Increased sense of pride in ownership of property within the District resulting from well -
maintained improvements associated with the properties.
6) Enhanced quality of life through well- maintained green space and landscaped areas.
7) Reduced criminal activity and property - related crimes (especially vandalism) against properties
in the District through well- maintained surroundings and amenities including abatement of
graffiti.
8) Enhanced environmental quality of the parcels by moderating temperatures, providing
oxygenation and attenuating noise.
The preceding special benefits contribute to the aesthetic value and desirability of each of the assessed
parcels within the District and thereby provide a special enhancement of the properties. Furthermore, it
has been determined that the lack of funding to properly service and maintain the District
improvements would have a negative impact on the properties within the District.
Non-Assessable Properties — Within the boundaries of the District, there are several types of
properties that are considered to receive no special benefit from the District improvements and are
therefore not assessed. These parcels include:
1) Publicly owned parcels that are reserved as Public Open Space or are developed as City Parks for
active recreation and are maintained and serviced by the District;
2) Publicly owned wetland parcels;
3) Certain Public Utility parcels;
4) Privately owned open space parcels; and
5) Privately owned "sliver" parcels that have resulted from a lot line adjustment with an adjacent
larger parcel. The adjacent larger parcel, of which these "sliver" parcels are a part, are assessed
at the Residential Zone rate.
Harris & Associates .
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
4.3 ASSESSMENT METHODOLOGY
The special benefits received by each parcel within the District and each parcel's proportional annual
assessment are calculated as follows:
• Sixty on and six tenths percent (61.6 %) spread equally to the 150 single family homes of Dublin
Estates; and
• Thirty eight and four tenths percent (38.4 %) spread equally among the 553 apartments of
Amador Lakes Apartments.
Harris & Associates.
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
5 ASSESSMENT ROLL
May 23, 2013
The proposed assessment and the amount of the assessment apportioned to each lot or parcel, as
shown on the latest roll at the Assessor's Office, are shown in Appendix B. The description of each lot or
parcel is part of the records of the Assessor of the County of Alameda and those records are, by
reference, made part of this report. The assessments shown will be submitted to the County
Auditor /Controller, and included on the property tax roll for each parcel shown in the assessment roll
for fiscal year 2013 -14.
Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the
District, are inclusive of the parcels as shown on the Alameda County Assessor's Parcel Maps as they
existed at the time of the passage of the Resolution of Intention, and shall include subsequent
subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the Alameda
County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of
land within the District.
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
APPENDIX A -ASSESSMENT DIAGRAM
May 23, 2013
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Engineer's Report
Landscape and Lighting District No. 1983 -2
City of Dublin
Fiscal Year 2013 -14
APPENDIX B -ASSESSMENT ROLL
16
May 23, 2013
Harris & Associates -
RESOLUTION NO. XX - 13
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
* * * * * * * * * **
APPROVING ENGINEER'S REPORT, CONFIRMING DIAGRAM
AND ASSESSMENT, AND ORDERING LEVY OF ASSESSMENT
CITY OF DUBLIN LANDSCAPING AND LIGHTING MAINTENANCE ASSESSMENT
DISTRICT NO. 1983 -2 (TRACT 4719)
WHEREAS, by its Resolution No. 30 -13, a Resolution Directing Preparation of Annual Report
for City of Dublin Landscaping and Lighting Maintenance Assessment District No. 1983 -2 (the
"District "), this Council designated the Public Works Director as Engineer of Work and ordered said
Engineer to make and file a report in writing in accordance with and pursuant to the Landscaping
and Lighting Act of 1972; and
WHEREAS, said report was made and filed with the City Clerk and duly considered by
this Council and found to be sufficient in every particular, whereupon it was determined that said
report should stand as Engineer's Report for all subsequent proceedings under and pursuant to
the aforesaid Resolution and that June 18, 2013, at 7:00 p.m. in the Council Chambers, Dublin
Civic Center, 100 Civic Plaza, Dublin, California, was appointed as the time and place for a
hearing by the Council on the question of the levy of the proposed assessment, notice of which
hearing was mailed, published and posted in accordance with Government Code Section
54954.6; and
WHEREAS, at the appointed time and place, said hearings were held, and all persons
interested desiring to be heard were given an opportunity to be heard, and all matters pertaining
to said levy were heard and considered by this Council, and this Council thereby acquired
jurisdiction to order said levy and confirmation of diagram and assessment prepared by and
made a part of the report of said Engineer to pay the cost and expenses thereof;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does
hereby approve that:
(a) The property owners owning more than fifty percent of the area of assessable land
within the District had not, at the conclusion of said hearing, filed written protests
against the said proposed levy, or against the Engineer's Estimate of costs and
expenses, or against the maps and description, or against the diagram or the
assessment to pay for the costs and expenses thereof;
(b) The public interest, convenience, and necessity require that said levy be made;
(c) The District benefited by said improvements and to be assessed to pay the costs
and expenses thereof, and the exterior boundaries thereof, are as shown by a
map thereof filed in the office of the City Clerk, which map is made a part hereof
by reference thereto.
ATTACHMENT 6
PASSED, APPROVED AND ADOPTED this 18th day of June, 2013, by the following
vote:
AYES-
NOES-
ABSENT-
ABSTAIN-
ATTEST-
City Clerk
Mayor
ATTACHMENT 6
Engineer's Report
for
Landscaping and Lighting District
No. 1986 -1
(Villages at Willow Creek)
Fiscal Year 2013 -14
For the
City of Dublin
Alameda County, California
May 23, 2013
Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
Table of Contents
May 23, 2013
1 OVERVIEW .............................................................................................................. ............................... 2
1.1 INTRODUCTION .............................................................................................. ...............................
2
General Description of the District ........................................................................ ...............................
2
Compliance with the California Constitution ......................................................... ...............................
2
Summary of Proposed Assessment and Expenditures .......................................... ...............................
3
2 IMPROVEMENTS ..................................................................................................... ..............................4
3 BUDGET ................................................................................................................... ..............................5
3.1 ALLOWABLE MAXIMUM ASSESSEMENT RATE ................................................ ..............................8
4 METHOD OF APPORTIONMENT ............................................................................. .............................10
4.1 GENERAL ........................................................................................................ .............................10
4.2 BENEFIT ANALYSIS .......................................................................................... .............................10
GeneralBenefits ..................................................................................................... .............................10
SpecialBenefits ...................................................................................................... .............................10
Non - Assessable Properties .................................................................................... .............................11
4.3 ASSESSMENT METHODOLOGY ....................................................................... .............................11
5 ASSESSMENT ROLL ................................................................................................. .............................13
Appendix A - Boundary Map
Appendix B - Preliminary Assessment Roll
Harris & Associates,,,
Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT
May 23, 2013
The undersigned respectfully submits the enclosed report as directed by the City Council. The
undersigned certifies that he is a Professional Engineer, registered in the State of California.
DATED: May 23, 2013
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached was filed with me on the day of 2013.
City Clerk, City of Dublin
County of Alameda, California
M
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll thereto
attached was approved and confirmed by the City Council of the City of Dublin, California, on the
day of 12013.
City Clerk, City of Dublin
County of Alameda, California
M
a
Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
1 OVERVIEW
1.1 INTRODUCTION
May 23, 2013
The City of Dublin ( "City') levies and collects special assessments on parcels within Landscaping and
Lighting District No. 1986 -1 ( "District ") in order to maintain the improvements within the Villages at
Willow Creek area.
The assessments and methods of apportionment described in this Report utilize commonly accepted
assessment engineering practices and have been calculated and proportionately spread to each parcel
based on the special benefits received as approved by the City Council at the time the District was
formed.
, - AR
The District was initially formed in 1986 to provide a dedicated source of funding for the ongoing
maintenance of landscaping, including fencing and soundwalls, along the west side of Dougherty Road
from Amador Valley Boulevard to the northerly City Limit, along Amador Valley Boulevard from
Dougherty Road to Wildwood Road, along Wildwood Road and Fall Creek Road, and certain landscaped
areas within the Ridgecreek single - family home development. Landscaping within the condominium and
apartment developments is the responsibility of the homeowners' association or property owner for
those individual developments.
A Diagram showing the exterior boundaries of the District is provided in this Report in Appendix A.
.I .1
Assessments are levied annually within the District pursuant to the Landscape and Lighting Act of 1972,
Part 2 of Division 15 of the California Streets and Highways Code ( "1972 Act "). All assessments
described in this Report and approved by the City Council are prepared in accordance with the 1972 Act
and are in compliance with the provisions of the California Constitution Article XIIID ( "Article XIIID"),
which was enacted with the passage of Proposition 218 in November 1996.
In Fiscal Year 2001 -02, the assessments in this District were increased by 54% with the approval of
property owners in compliance with the requirements of Proposition 218. The increase in the
assessment rate was required as the reserve funds had become depleted and could no longer be used to
offset utility and maintenance cost increases. The property owners also approved an escalation clause
for future years that allows the assessment to increase according to the annual percentage change of
the Consumer Price Index and the utility cost to increase according to the actual cost of utilities.
Any future increase in the assessment rate in excess of the maximum allowable rate or substantial
changes in the services provided would require the approval of the property owners subject to the
assessment based upon a mailed ballot which would be sent to each property owner.
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
;� �,;
May 23, 2013
A summary of the assessments to be levied for each property type is shown in the table below.
Property Type
EDU
Assessment
Basis
Factor
Rate
Single - Family Residential (SFR)
1.00
$ 186.38
Parcel
Multi - Family Residential (MFR)
0.50
$ 93.19
Unit
Commercial
4.00
$ 745.52
Parcel
Exempt, Common Open Space, Public Land
0.00
$ 0.00
Parcel
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
2 IMPROVEMENTS
May 23, 2013
The District provides for the continued maintenance and servicing of landscaping, including fencing and
soundwalls within the public right -of -ways and within public easements within private streets which
provide special benefit to parcels and properties within the District. The specific improvements
maintained by the District include:
a. The median and roadside landscaping along the north side of Willow
Creek Drive.
b. Roadside landscaping along Shady Creek Drive within Lots 1, 2, 3, 4, 5, 6,
15, 16, 37, 38, and south of Lot 145, all within Tract 5511.
c. Roadside landscaping, wall, fence, and pathway improvements along the west side if Dougherty
Road, between Amador Valley Boulevard and the northerly City Limit line, and along the north
side of Amador Valley Boulevard, between Dougherty Road and Wildwood Road.
d. Roadside landscaping, fence, and pathway improvements on the west side of Wildwood Road.
e. Roadside landscaping, fence, wall, and pathway improvements on the west side of Dougherty
Road and the south side of Amador Valley Boulevard, adjacent to Lot 150.
f. Roadside landscaping, fence, and pathway improvements on the west and north sides of Fall
Creek Road.
g. Roadside landscaping and emergency access surfacing at the north end of Crossridge Road
within the street right -of -way.
Pursuant to the 1972 Act:
"Maintain" or "maintenance" means the furnishing of services and materials for the ordinary
and usual maintenance, operation, and servicing of any improvement, including repair, removal,
or replacement of all or any part of any improvement.
"Service" or "servicing" means the furnishing of electric current or energy, gas, or other
illuminating agent for any public lighting facilities or for the lighting or operation of any other
improvements.
Drawings showing the specific locations of the improvements are or file in the City's Engineering
Department are area made a part of this report by reference.
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
3 BUDGET
May 23, 2013
All public streetlights and other eligible improvements within the District are maintained and serviced
on a regular basis. The proposed budget for District is shown on the following page. This includes an
estimate of the costs of utilities, operations, services, administration and maintenance associated with
the improvements, including all labor, personnel, equipment, materials and administrative expenses.
The summary also shows the estimated fund balance, and the projected contribution/ (transfer) based
upon the estimated expenditures and assessment revenue. Projected budgets are also shown for the
next 2 fiscal years. For Fiscal Year 14 -15, the budget assumes a 15% increase for water, and 4% increase
for electricity rates
The following describes the services and costs shown in the budget.
DIRECT COSTS:
Maintenance Tree — The cost of installation and maintenance of trees and plantings along the roadside
frontages and pathways within the District
Maintenance Landscape — The cost of maintenance and repair of the landscaping and open space areas
within the District.
Utilities Water — The cost of furnishing water for maintenance of landscape and irrigation systems
within the District.
Utilities Electricity — The cost of electricity for maintenance of landscape and powering of irrigation
systems within the District.
Miscellaneous Expenses — Costs that cannot easily be categorized into any of the other Direct Costs
defined above.
ADMINISTRATIVE COSTS:
District Administration, Consulting — The costs of contracting with professionals to provide services
specific to the levy administration, including preparation of the Engineer's Report, resolutions, and levy
submittal to the County. These fees can also include any additional administrative, legal, or engineering
services specific to the District such as the cost to prepare and mail notices of the public meeting and
hearing.
Public Works Administration — The cost of services provided to administer the District from the Public
Works department of the City of Dublin.
County per Parcel Fee — The cost to the District for the County to collect assessments on the property
tax bills.
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
ADMINISTRATION COSTS
City of Dublin
(11,125)
$
(10,095)
$
(10,205)
$
Landscape and Lighting
District 1986 -1
District Administration
$
2,550
$
2,400
$
Approved
Estimated
Proposed
$ 2,400
Forecast
$
Forecast
$
Budget FY
Expenses
Budget FY
Budget FY
Budget FY
$ 917
2012 -13
FY 2012 -13
2013 -14
$
2014 -15
$
2015 -16
$
Inflation Rate ( %) n/a
n/a
n/a
$
n/a
$
n/a
DIRECT COSTS
5,457
$
5,457
$ 5,457
Maintenance - Tree
$ 14,900
$ 14,900
$ 14,900
$
14,900
$
14,900
Maintenance - landscape
$ 53,860
$ 53,350
$ 53,860
$
53,860
$
53,860
Utilities - Water
$ 47,760
$ 47,110
$ 54,920
$
63,158
$
72,632
Utilities - Electricity
$ 1,620
$ 1,750
$ 1,820
$
1,893
$
1,969
Miscellaneous Expenses
$ -
$ 150
$ 150
$
150
$
150
$
TOTALDIRECT $ 118,140
$ 117,260
$ 125,650
$
133,961
$
143,510
ADMINISTRATION COSTS
$
(11,125)
$
(10,095)
$
(10,205)
$
(9,409)
$
District Administration
$
2,550
$
2,400
$
2,400
$
2,400
$ 2,400
Public Works Administration
$
917
$
917
$
917
$
917
$ 917
County per Parcel Fee
$
1,950
$
1,950
$
2,140
$
2,140
$ 2,140
TOTAL ADMINISTRATION
$
5,417
$
5,267
$
5,457
$
5,457
$ 5,457
COLLECTIONS /(CREDITS) APPLIED TO LEVY
TOTAL DIRECT AND ADMIN COSTS $ 123,557 $ 122,527 $ 131,107 $ 139,418 $ 148,967
Reserve Collection /(Transfer)
$
(11,125)
$
(10,095)
$
(10,205)
$
(9,409)
$
(9,169)
Capital Improvement Fund Collection /(Transfer)
$
$ 52,308
Reserve Fund Adjustments
$
(11,125)
$ (10,095)
$ (10,205)
$ (9,409)
$ (9,169)
Prior /Penalities /Public Damage
General Fund Loan Repayment /(Advance)
$
1220
1,220
1,220
1,220
Interest
$
1,074
$1,130
$1,014
Delinquency Contingency
$
525
$
525
$ 67,575
525
$ 52,308
525
525
Other Revenues /(General Fund Contributions)
$
-
TOTAL ADJUSTMENTS
$
(10,600)
$
(9,570)
$
(9,680)
$
(8,884)
$
(8,644)
Balance to Levy (Budgeted)
$
112,957
$
112,957
$
121,427
$
130,534
$
140,324
Total Revenue at Maximum Rate
$
116,227
$
116,227
$
128,061
$
138,933
$
151,261
Variance above /(below) Maximum Revenue
$
(3,270)
$
(3,270)
$
(6,635)
$
(8,400)
$
(10,938)
DISTRICTS STATISTICS
Total Parcels
1,018
1,018
1,021
1,021
1,021
Total Parcels Levied
948
948
948
948
948
Total Equivalent Benefit Units
651.5
651.5
651.5
651.5
651.5
Proposed Levy per EDU
$
173.38
$
173.38
$
186.38
$
200.36
$
215.39
Max Levy per EDU
$
178.40
$
178.40
$
196.56
$
213.25
$
232.17
Applied Levy
$
173.38
$
173.38
$
186.38
$
200.36
$
215.39
Fund Balance Information
Est. Beginning Reserve Fund Balance
$
71,581
$75,320
$67,575
$ 59,603
$ 52,308
Reserve Fund Adjustments
$
(11,125)
$ (10,095)
$ (10,205)
$ (9,409)
$ (9,169)
Prior /Penalities /Public Damage
$
1,220
1220
1,220
1,220
1,220
Interest
$
1,074
$1,130
$1,014
$894
$785
Projected Reserve Balance end of year
$
62,750
$ 67,575
$ 59,603
$ 52,308
$ 45,144
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
LEVY BREAKDOWN:
May 23, 2013
Reserve Collection /(Transfer) — The 1972 Act pursuant to Chapter 1, Article 4 Section 22569 (a),
provides for a District Reserve Fund for operations. Negative amounts shown for this budget item
represent transfers from the Reserve Fund that reduces the Balance to Levy. Maintaining a fully funded
Reserve eliminates the need for the City to transfer funds from non - District accounts to pay for
operational expenses during the first half of the Fiscal Year and also provides the District with sufficient
funds to address any unforeseen or unusual expenditures that may occur during the year.
Capital Improvement Fund Collection /(Transfer) — The 1972 Act pursuant to Chapter 5, beginning with
Section 22660, provides for the District to establish by resolution an assessment installment plan for
proposed improvements and expenditures that are greater than can be conveniently raised from a
single annual assessment. Depending on the nature of the planned improvements, the collection of
funds necessary to complete the project may be collected over a period up to thirty years, but typically
not more than five years. The funds collected shall be accumulated in a separate improvement fund
commonly referred to as a Capital Improvement Fund (CIF) and are not considered part of the regular
maintenance of the improvements or the Reserve Fund.
Because the money accumulated in the Capital Improvement Fund is for a specific planned project
(budgeted separately), the amount shown for this item in the annual budget will typically be a positive
number representing the amount being collected that year as part of the Balance to Levy. A negative
number (Transfer) should only occur after the project has been completed and excess funds are being
credited back to the District's regular accounts. The actual fund balances and expenditures for Capital
Improvements are clearly identified under the Fund Balance Information section of the Budget.
General Fund Loans Repayment /(Advances) — This item represents repayments of amounts that had
been temporarily advanced to the District from other revenue sources (usually the General Fund) or
represents funds being loaned to the District for the current Fiscal Year that must be repaid by future
assessments. Similar to the Reserve Collection /(Transfer) line item, this item directly impacts the
Reserve Fund Balances either positively or negatively.
Repayments are shown as a positive number and represent additional monies being collected in the
current annual assessment to repay a prior loan. These loans are typically for capital improvement
expenditures or unforeseen expenditures incurred in prior years and Reserve Fund monies were not
sufficient to cover the expenses. To ensure the ongoing operation and maintenance of the
improvements, the City may advance funds to the District as a temporary loan to meet current
expenditures, and collect repayment of the loan through the annual assessments the following year or
possibly over several years. Generally, all available Reserve Funds are exhausted before a temporary
loan is advanced to the District and the Beginning Reserve Fund Balance will be a negative number
indicating the loan amount still outstanding. A loan for the current Fiscal Year (Advance) is shown as a
negative number. If the District is expected to incur significant expenditures in the current Fiscal Year for
special services or capital improvements (upgrades or refurbishing of the improvements) and the
proposed assessment revenues (annual assessments) and /or available Reserve Funds are not sufficient
to cover the expenditures, the City may advance funds to the District as a temporary loan to meet the
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
proposed expenditures. Generally, all available Reserve Funds must be exhausted before a temporary
loan is advanced to the District and any funds temporarily loaned in excess of the available Reserve
Funds will be reflected as a negative Ending Reserve Fund Balance. This negative Reserve Fund Balance
will be repaid and replenished through future assessment revenues.
Delinquency Contingency — This is the estimated amount designated for delinquent property tax
payments that the County is unable to collect in Fiscal Year 2013 -14.
Other Revenue /General Fund (Contributions) — This item includes additional funds designated for the
District that are not annual assessments. These funds are added to the District account to reduce
assessments, and may be from non - District or District sources including City General Fund Contributions
and /or interest earnings. Any funds indicated on this line will be shown as a negative number indicating
a reduction in the amount to be levied and represent funds that do not have to be repaid.
Balance to Levy — This is the total amount to be collected for the current Fiscal Year through the annual
assessments (for special benefits). The Balance to Levy represents the sum of Total Direct and
Administration Costs, Reserve Fund Contributions or Transfers, Contributions from Other Revenue
Source, and the Contribution Replenishment. Only those costs related to the improvements identified as
special benefits are levied and collected on the tax roll.
Total Parcels Levied — The total number of parcels within the District that will receive the special
benefits during the current Fiscal Year.
Total EDUs — The total Equivalent Dwelling Units within the District applied to the parcels described
above.
Levy per EDU — This amount represents the rate being applied to each parcel's individual EDU factor.
The Levy per EDU is the result of dividing the "Special Assessment to Levy' by the Total EDUs of the
District for the fiscal year.
Maximum Levy per EDU — This is the rate per EDU approved by property owners within the District, in
accordance with Proposition 218, adjusted for inflation as described in the Method of Apportionment.
3.1 ALLOWABLE MAXIMUM ASSESSEMENT RATE
It is recognized that the cost of maintaining the District improvements increases slightly every year as a
result of inflation. At the time the District was formed, the property owners approved a formula for
increasing assessments for each future fiscal year to offset increases in costs due to inflation.
The maximum assessment amount allowed for each fiscal year shall be increased in an amount equal to
the annual percentage increase of the local San Francisco - Oakland -San Jose Area Consumer Price Index
( "Index') for "All Urban Wage Earners and Clerical Workers ", plus any actual increase in the cost of
utilities (water and electricity). Each fiscal year the City shall identify the annual percentage difference
in the Index between April of the current fiscal year and that of the previous April. Should the Bureau of
Harris & Associates,
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the
revised index or comparable system as approved by the City Council for determining fluctuations in the
cost of living. The table below shows the calculations for the adjustment to the Maximum Allowable
Assessment for Fiscal Year 2013 -14.
In the event that the City Council determines that an inflation adjustment is not required for a given
fiscal year, the City Council may authorize the assessment without applying the adjustment formula to
the amount levied. If the budget and assessments for a district require an increase greater than the
adjustment set forth in the formula, then the proposed increase would be subject to approval by the
District property owners. Each fiscal year, the maximum assessment rate shall increase at the maximum
amount allowable regardless of whether the increase is levied to the parcels within the District.
Harris & Associates-
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Proposed
Forecast
Forecast
Budget
Budget
Budget
Item
FY 2013 -14
FY 2014 -15
FY 2015 -16
CPI April Prior Year
236.626
N/A
N/A
CPI April Current Year
244.675
N/A
N/A
% Increase /(Decrease)
3.402%
2.000%
2.000%
Prior Year Maximum Levy per EDU
$
178.40
$
196.56
$
213.25
Current Year Maximum Levy per EDU- CPI only
$
184.47
$
200.49
$
217.52
Combined Utility Costs Current Year
$
56,740
$
65,051
$
74,600
Combined Utility Costs Prior Year
$
48,860
$
56,740
$
65,051
%Change in Combined Utility Costs
16.13%
14.65%
14.68%
Change in Combined Utilities
$
7,880
$
8,311
$
9,549
Amount per EDU for Utilities
$
12.10
$
12.76
$
14.66
Maximum Levy per EDU current year
$
196.56
$
213.25
$
232.17
In the event that the City Council determines that an inflation adjustment is not required for a given
fiscal year, the City Council may authorize the assessment without applying the adjustment formula to
the amount levied. If the budget and assessments for a district require an increase greater than the
adjustment set forth in the formula, then the proposed increase would be subject to approval by the
District property owners. Each fiscal year, the maximum assessment rate shall increase at the maximum
amount allowable regardless of whether the increase is levied to the parcels within the District.
Harris & Associates-
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
4 METHOD OF APPORTIONMENT
May 23, 2013
4.1 GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing
certain public improvements which include the construction, maintenance and servicing of public lights,
landscaping and appurtenant facilities. The 1972 Act further requires that the cost of these
improvements be levied according to benefit rather than assessed value:
"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 benefits to be received by each
such lot or parcel from the improvements."
The formula used for calculating assessments in the District therefore reflects the composition of the
parcels, and the improvements and services provided, to fairly apportion the costs based on estimated
benefit to each parcel. In addition, pursuant to Article XIIID Section 4:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the
proportional special benefit conferred on that parcel. Only special benefits are assessable
and an agency shall separate the general benefits from the special benefits conferred on a
parcel. "
4.2 BENEFIT ANALYSIS
Each of the improvements have been carefully reviewed by the City and the corresponding assessments
have been proportionately spread to each parcel based on special benefits received from the
improvements as determined at the time the District was established.
General Benefits — In reviewing each of the District improvements, the proximity of those
improvements to both properties within the District and those outside the District as well as the reasons
for installing and constructing such improvements, it is evident that the improvements are solely the
result of developing properties within the District and the ongoing maintenance and operation of these
improvements will directly affect the properties within the District. Although the improvements include
public areas, easements, right -of -ways and other amenities available or visible to the public at large, the
construction and installation of these improvements were only necessary for the development of
properties within the District and were not required nor necessarily desired by any properties or
developments outside the District boundary and any public access or use of the improvements by others
is incidental. Therefore, it has been determined that the improvements and the ongoing maintenance,
servicing and operation of those improvements provide no measurable general benefit to properties
outside the District or to the public at large, but clearly provide distinct and special benefits to
properties within the District.
.Special Benefits — The method of apportionment (method of assessment) established herein is based
on the premise that each assessed parcel within the District receives special benefits from the
improvements and the desirability of those properties enhanced by the presence of well- maintained
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Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
landscaping in close proximity to those properties.
The special benefits associated with landscape improvements are specifically:
1) Enhanced desirability of properties through association with the improvements.
2) Improved aesthetic appeal of properties providing a positive representation of the area and
properties.
3) Enhanced adaptation of the urban environment within the natural environment from adequate
green space and landscaping.
4) Environmental enhancement through improved erosion resistance, dust and debris control, and
fire prevention.
5) Increased sense of pride in ownership of property within the District resulting from well -
maintained improvements associated with the properties.
6) Enhanced quality of life through well- maintained green space and landscaped areas.
7) Reduced criminal activity and property - related crimes (especially vandalism) against properties
in the District through well- maintained surroundings and amenities including abatement of
graffiti.
8) Enhanced environmental quality of the parcels by moderating temperatures, providing
oxygenation and attenuating noise.
The preceding special benefits contribute to the aesthetic value and desirability of each of the assessed
parcels within the District and thereby provide a special enhancement of the properties. Furthermore, it
has been determined that the lack of funding to properly service and maintain the District
improvements would have a negative impact on the properties within the District.
Non-Assessable Properties — Within the boundaries of the District, there are several types of properties
that are considered to receive no special benefit from the District improvements and are therefore not
assessed. These parcels include:
1) Publicly owned parcels that are reserved as Public Open Space or are developed as City Parks for
active recreation and are maintained and serviced by the District;
2) Publicly owned wetland parcels;
3) Certain Public Utility parcels;
4) Privately owned open space parcels; and
5) Privately owned "sliver" parcels that have resulted from a lot line adjustment with an adjacent
larger parcel.
4.3 ASSESSMENT METHODOLOGY
The special benefits received by each parcel within the District and each parcel's proportional annual
assessment are calculated on the basis of a formula known as Equivalent Dwelling Units. The Equivalent
Dwelling Unit (EDU) method of apportionment establishes a proportional benefit relationship between
the various parcels within the District and the improvements maintained by the District. The typical
single family residential parcel is assigned 1.0 Equivalent Dwelling Unit (EDU).
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
EDU's are assigned to the other land uses based upon the property's development status, type of
development (County of Alameda land use code) and property size as shown in the table below.
Property Type
EDU Factor
Basis
Single - Family Residential (SFR)
1.00
Parcel
Multi - Family Residential (MFR)
0.50
Unit
Commercial
4.00
Parcel
Exempt, Common Open Space, Public Land
0.00
Parcel
Single - Family Residential (SFR) — (County land use 1x) This land use identifies properties that are
developed for single - family residential use and are assigned a factor of 1.00 EDU per parcel. This is the
base value that all other land use types are compared and weighted against (i.e. Equivalent Dwelling
Unit EDU).
Multi - Family Residential — This land use identifies properties that are developed for multi - family use
and are assigned a factor of 0.50 EDU per unit.
Commercial — This land use identifies properties that are classified for commercial use and are assigned
a factor of 4.00 EDU per parcel /lot.
Common Open Space, Cemeteries & Other Exempt Property — This land use identifies properties that
are exempt from assessment and are assigned 0.00 EDU.
The following formulas are used to calculate each property's assessment:
Total Balance to Levy/ Total EDU's = Levy per EDU (Rate)
Parcel EDU x Levy per EDU = Parcel Levy Amount
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
5 ASSESSMENT ROLL
May 23, 2013
The proposed assessment and the amount of the assessment apportioned to each lot or parcel, as
shown on the latest roll at the Assessor's Office, are shown in Appendix B. The description of each lot or
parcel is part of the records of the Assessor of the County of Alameda and those records are, by
reference, made part of this report. The assessments shown will be submitted to the County
Auditor /Controller, and included on the property tax roll for each parcel shown in the assessment roll
for fiscal year 2013 -14.
Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the
District, are inclusive of the parcels as shown on the Alameda County Assessor's Parcel Maps as they
existed at the time of the passage of the Resolution of Intention, and shall include subsequent
subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the Alameda
County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of
land within the District.
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
APPENDIX A -ASSESSMENT DIAGRAM
May 23, 2013
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Engineer's Report
Landscaping and Lighting District No. 1986 -1
City of Dublin
Fiscal Year 2013 -14
APPENDIX B -ASSESSMENT ROLL
15
May 23, 2013
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RESOLUTION NO. XX - 13
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
* * * * * * * * * **
APPROVING ENGINEER'S REPORT, CONFIRMING DIAGRAM
AND ASSESSMENT, AND ORDERING LEVY OF ASSESSMENT
CITY OF DUBLIN LANDSCAPING AND LIGHTING MAINTENANCE
ASSESSMENT DISTRICT NO. 1986 -1
(VILLAGES AT WILLOW CREEK)
WHEREAS, by its Resolution No. 31 -13, a Resolution Directing Preparation of Annual
Report for City of Dublin Landscaping and Lighting Maintenance Assessment District No. 1986-
1 (the "District "), this Council designated the Public Works Director as Engineer of Work and
ordered said Engineer to make and file a report in writing in accordance with and pursuant to the
Landscaping and Lighting Act of 1972; and
WHEREAS, said report was made and filed with the City Clerk and duly considered by
this Council and found to be sufficient in every particular, whereupon it was determined that said
report should stand as Engineer's Report for all subsequent proceedings under and pursuant to
the aforesaid Resolution and that June 18, 2013, at 7:00 p.m. in the Council Chambers, Dublin
Civic Center, 100 Civic Plaza, Dublin, California, was appointed as the time and place for a
hearing by the Council on the question of the levy of the proposed assessment, notice of which
hearing was mailed, published and posted in accordance with Government Code Section
54954.6; and
WHEREAS, at the appointed time and place, said hearings were held, and all persons
interested desiring to be heard were given an opportunity to be heard, and all matters pertaining
to said levy were heard and considered by this Council, and this Council thereby acquired
jurisdiction to order said levy and confirmation of diagram and assessment prepared by and
made a part of the report of said Engineer to pay the cost and expenses thereof;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does
hereby approve that:
(a) The property owners owning more than fifty percent of the area of assessable land
within the District had not, at the conclusion of said hearing, filed written protests
against the said proposed levy, or against the Engineer's Estimate of costs and
expenses, or against the maps and description, or against the diagram or the
assessment to pay for the costs and expenses thereof;
(b) The public interest, convenience, and necessity require that said levy be made;
(c) The District benefited by said improvements and to be assessed to pay the costs
and expenses thereof, and the exterior boundaries thereof, are as shown by a
map thereof filed in the office of the City Clerk, which map is made a part hereof
by reference thereto.
ATTACHMENT 8
PASSED, APPROVED AND ADOPTED this 18th day of June, 2013, by the following
vote:
AYES-
NOES-
ABSENT-
ABSTAIN-
ATTEST-
City Clerk
Mayor
ATTACHMENT 8
Engineer's Report
for
Landscape Maintenance Assessment
District No. 1997.1
(Santa Rita Area)
Fiscal Year 2013 -14
For the
City of Dublin
Alameda County, California
May 23, 2013
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
rable of Contents
May 23, 2013
1 OVERVIEW ............................................................................................................... ..............................1
1.1 INTRODUCTION ............................................................................................... ..............................1
General Description of the District ......................................................................... ..............................1
Compliance with the California Constitution .......................................................... ..............................1
Summary of Proposed Assessment and Expenditures .......................................... ............................... 2
2 IMPROVEMENTS .................................................................................................... ............................... 3
3 BUDGET ................................................................................................................... ..............................5
3.1 ALLOWABLE MAXIMUM ASSESSEMENT RATE ................................................ ..............................9
4 METHOD OF APPORTIONMENT ............................................................................. .............................10
4.1 GENERAL ........................................................................................................ .............................10
4.2 BENEFIT ANALYSIS .......................................................................................... .............................10
GeneralBenefits ..................................................................................................... .............................10
SpecialBenefits ...................................................................................................... .............................11
Non - Assessable Properties .................................................................................... .............................11
4.3 ASSESSMENT METHODOLOGY ..................................................................... ...............................
12
4.4 Rate Classifications ........................................................................................ .............................12
5 ASSESSMENT ROLL ................................................................................................. .............................14
Appendix A - Boundary Map
Appendix B - Preliminary Assessment Roll
Harms & Associates,.
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT
May 23, 2013
The undersigned respectfully submits the enclosed report as directed by the City Council. The
undersigned certifies that he is a Professional Engineer, registered in the State of California.
DATED: May 23, 2013
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached was filed with me on the day of , 2013.
City Clerk, City of Dublin
County of Alameda, California
In
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll thereto
attached was approved and confirmed by the City Council of the City of Dublin, California, on the
day of 12013.
City Clerk, City of Dublin
County of Alameda, California
Harris & Associates,.
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
1 OVERVIEW
1.1 INTRODUCTION
May 23, 2013
The City of Dublin ( "City ") levies and collects special assessments on parcels within the City of Dublin
Landscape Maintenance Assessment District No. 1997 -1 ( "District ") in order to maintain the landscaping
and irrigation improvements within the Santa Rita area.
The assessments and methods of apportionment described in this Report utilize commonly accepted
assessment engineering practices and have been calculated and proportionately spread to each parcel
based on the special benefits received as approved by the City Council at the time the District was
formed.
I A—
The District was formed to fund street landscape maintenance and utility costs for the Santa Rita
development area, also known as Emerald Park. The total District area is approximately 421.87
developed acres bounded by Arnold Road on the west, Gleason Drive on the north, Tassajara Road on
the east, and Interstate 580 on the south. A diagram of the District is included in Appendix A of this
report.
Assessments are levied annually within the District pursuant to the Landscape and Lighting Act of 1972,
Part 2 of Division 15 of the California Streets and Highways Code ( "1972 Act "). All assessments
described in this Report and approved by the City Council are prepared in accordance with the 1972 Act
and are in compliance with the provisions of the California Constitution Article XIIID ( "Article XIIID"),
which was enacted with the passage of Proposition 218 in November 1996.
In accordance with the requirements of Prop 218 the property owners approved a formula for
increasing assessments in succeeding years that allows the maintenance cost to increase according to
the Consumer Price Index and the utility cost to increase according to the actual cost of utilities.
Any future increase in the assessment rate in excess of the maximum allowable rate or substantial
changes in the services provided would require the approval of the property owners subject to the
assessment based upon a mailed ballot which would be sent to each property owner pursuant to the
provisions of the California Constitution Article XIIID .
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Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
A summary of the assessments to be levied for each property type are shown in the table below
Property Type Rate Basis
California Creekside Single - Family Residential (SFR)
$102.920
Lot
California Brookside Multi - Family Residential (MFR)
$ 44.60
Unit
SummerGlen — Richmond American (North) Lots
$ 90.12
Lot
SummerGlen — Richmond American (South) Lots
$ 99.18
Lot
SummerGlen — Kaufman & Broad Lots
$138.02
Lot
SummerGlen — Pulte Lots
$173.16
Lot
Dublin Greene Tract 7084 Single - Family Residential
$109.02
Lot
Dublin Greene Tract 7149 Multi - Family Residential
$ 82.08
Lot
Dublin Greene Tract 7149 Condominiums /Apartments
$ 42.78
Unit
Retail, Office, and Industrial
$723.80
Acre
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Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
2 IMPROVEMENTS
May 23, 2013
The District provides for the continued maintenance and servicing of the landscaping and open space
areas within the following areas:
1. The northerly and southerly street frontages for Dublin Boulevard, from Arnold Road to
Tassajara Road.
2. The northerly and southerly street frontages for Central Parkway from Arnold Road to Tassajara
Road, excluding the future school frontage landscaping.
3. The southerly street frontage for Gleason Drive, from Arnold Road to Tassajara Road and the
northerly street frontage for Gleason Drive, from Tassajara Creek to Tassajara Road.
4. The easterly street frontage for Arnold Road, from Dublin Boulevard to Gleason Drive.
5. The easterly and westerly street frontages for Hacienda Drive, from the 1,580 /Hacienda
interchange to Gleason Drive.
6. The westerly street frontage of Tassajara Road, 350 feet southerly of the Tassajara Road and
Dublin Boulevard intersection, to 450 feet northerly of the Gleason Drive and Tassajara Road
intersection.
7. Tassajara Creek and trail, from 1 -580 to the northerly property boundary of the Alameda County
Surplus Property Authority property (APN 986 -1- 1,10).
8. Street median landscaping is not part of this District.
As generally defined in the 1972 Act, maintenance and servicing of the improvements may include one
or any combination of the following:
1) The installation or planting of landscaping. The installation or construction of statuary,
fountains, and other ornamental structures and facilities.
2) The installation or construction of any facilities which are appurtenant to any of the foregoing or
which are necessary or convenient for the maintenance or servicing thereof, including but not
limited to, grading, removal of debris, the installation or construction of curbs, gutters, walls,
sidewalks, or paving, or water, irrigation, drainage, or electrical facilities.
3) The maintenance or servicing, or both, of any of the foregoing including the furnishing of
services and materials for the ordinary and usual maintenance, operation, and servicing of any
improvement, including, but not limited to:
a. Repair, removal, or replacement of all or any part of any improvements;
b. Grading, clearing, removal of debris, the installation, repair or construction of curbs,
gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities;
c. Providing for the life, growth, health, and beauty of landscaping, including cultivation,
irrigation, trimming, spraying, fertilizing, or treating for disease or injury;
d. The removal of trimmings, rubbish, debris, and other solid waste;
e. The cleaning, sandblasting, and painting of walls and other improvements to remove or
cover graffiti.
f. Electric current or energy, gas, or other agent for the lighting or operation of any other
improvements.
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Engineer's Report May 23, 2013
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
g. Water for the irrigation of any landscaping, the operation of any fountains, or the
maintenance of any other improvements.
4) Incidental expenses associated with the improvements including, but not limited to:
a. The cost of preparation of the report, including plans, specifications, estimates, diagram,
and assessment;
b. The costs of printing, advertising, and the publishing, posting and mailing of notices;
c. Compensation payable to the County for collection of assessments;
d. Compensation of any engineer or attorney employed to render services;
e. Any other expenses incidental to the construction, installation, or maintenance and
servicing of the improvements; and,
f. Costs associated with any elections held for the approval of a new or increased
assessment.
Pursuant to the 1972 Act:
"Maintain" or "maintenance" means the furnishing of services and materials for the ordinary
and usual maintenance, operation, and servicing of any improvement, including repair, removal,
or replacement of all or any part of any improvement.
"Service" or "servicing" means the furnishing of electric current or energy, gas, or other
illuminating agent for any public lighting facilities or for the lighting or operation of any other
improvements.
Drawings showing the specific locations of the improvements are or file in the City's Engineering
Department are area made a part of this report by reference.
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Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
3 BUDGET
May 23, 2013
All landscaping and other eligible improvements within the District are maintained and serviced on a
regular basis. The proposed budget for District is shown on the following page. This includes an
estimate of the costs of utilities, operations, services, administration and maintenance associated with
the improvements, including all labor, personnel, equipment, materials and administrative expenses.
The summary also shows the estimated fund balance, and the projected contribution/ (transfer) based
upon the estimated expenditures and assessment revenue. Projected budgets are also shown for the
next 2 fiscal years. For fiscal year 14 -15, the budget assumes a 15% increase for water, and a 4%
increase for electricity rates
The following describes the services and costs shown in the budget.
DIRECT COSTS:
Maintenance Tree — The cost of installation and maintenance of trees and plantings along the street
frontages within the District.
Maintenance Landscape — The cost of maintenance and repair of the landscaping and open space areas
within the District.
Utilities Water — The cost of furnishing water for maintenance of landscape and irrigation systems
within the District.
Utilities Electricity — The cost of electricity for maintenance of landscape, powering of irrigation
systems, and entry lighting within the District.
Miscellaneous Expenses — Costs that cannot easily be categorized into any of the other Direct Costs
defined above.
ADMINISTRATIVE COSTS:
District Administration, Consulting — The costs of contracting with professionals to provide services
specific to the levy administration, including preparation of the Engineer's Report, resolutions, and levy
submittal to the County. These fees can also include any additional administrative, legal, or engineering
services specific to the District such as the cost to prepare and mail notices of the public meeting and
hearing.
Public Works Administration — The cost of services provided to administer the District from the Public
Works department of the City of Dublin.
County per Parcel Fee — The cost to the District for the County to collect assessments on the property
tax bills.
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Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
DIRECT COSTS
Maintenance - Tree
Maintenance - landscape
Utilities - Water
Utilities - Electricity
Miscellaneous Expenses
ADMINISTRATION COSTS
District Administration
Public Works Administration
County per Parcel Fee
May 23, 2013
City of Dublin
Landscape Maintenance Assessment District 1997 -1
Approved Estimated Proposed Forecast Forecast
Budget FY Expenses Budget FY Budget FY Budget FY
2012 -13 FY 2012 -13 2013 -14 2014 -15 2015 -16
Inflation Rate ( %) n/a n/a n/a n/a n/a
$
22,740 $ 22,740 $ 22,740 $ 22,740 $ 22,740
$
194,270 $ 194,270 $ 194,270 $ 194,270 $ 194,270
$ 85,980 $ 82,360 $ 98,870 $ 113,701 $ 130,756
$ 440 $ 470 $ 460 $ 478 $ 498
$ $ 210 $ 210 $ 210 $ 210
TOTAL DIRECT $ 303,430 $ 300,050 $ 316,550 $ 331,399 $ 348,473
TOTAL ADMINISTRATION
COLLECTIONS /(CREDITS) APPLIED TO LEVY
TOTAL DI RECT AN D ADM I N COSTS
Reserve Collection /(Transfer)
Capital Improvement Fund Collection /(Transfer)
General Fund Loan Repayment /(Advance)
Delinquency Contingency
Other Revenues /(General Fund Contributions)
TOTAL ADJUSTMENTS
Balance to Levy (Budgeted)
Total Revenue at Maximum Rate
Variance above /(below) Maximum Revenue
Applied Charge
DISTRICTS STATISTICS
Total Parcels
Total Parcels Levied
Total Developed Acreage
Proposed Levy per Acre
Maximum Levy per Acre
Fund Balance Information
Est. Beginning Reserve Fund Balance
Reserve Fund Adjustments
Prior /Penalities /Public Damage
Interest
Projected Reserve Balance end of year
$ 2,610
$
2,400
$
2,400
$
2,400
$ 2,400
$ 2,649
$
2,649
$
2,649
$
2,649
$ 2,649
$ 5,080
$
5,080
$
5,330
$
5,330
$ 5,330
$ 10,339
$
10,129
$
10,379
$
10,379
$ 10,379
$ 313,769 $ 310,179 $ 326,929 $ 341,778 $ 358,852
$ (25,386) $ (21,744) $ (30,264) $ (37,797) $ (47,399)
$ 4,707 $ 4,653 $ 4,904 $ 5,127 $ 5,383
$ (20,679) $ (17,091) $ (25,360) $ (32,670) $ (42,017)
$ 293,090 $ 293,090 $ 301,569 $ 309,108 $ 316,835
$ 449,008 $ 449,008 $ 482,463 $ 507,408 $ 510,318
$ (155,918) $ (155,918) $ (180,895) $ (198,300) $ (193,482)
$ 293,088 $ 293,088 $ 301,569 $ 309,108 $ 316,835
991
991
991
991
991
975
975
976
976
976
415.05
415.05
416.76
416.76
416.76
$ 706.15
$
706.15
$
723.80
$
741.69
$
760.23
$ 1,081.81
$
1,063.85
$
1,157.65
$
1,217.50
$
1,224.48
$ 228,504
$
228,504
$
211,897
$
186,931
$
153,807
$ (25,386)
$
(21,744)
$
(30,264)
$
(37,797)
$
(47,399)
$ 2,285
$
1,710.00
$
2,119
$
1,869
$
1,538
$ 3,428
$
3,428
$
3,178
$
2,804
$
2,307
$ 208,831
$
211,897
$
186,931
$
153,807
$
110,253
0
Harms & Associates,.
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
LEVY BREAKDOWN:
May 23, 2013
Reserve Collection /(Transfer) — The 1972 Act pursuant to Chapter 1, Article 4 Section 22569 (a),
provides for a District Reserve Fund for operations. Negative amounts shown for this budget item
represent transfers from the Reserve Fund that reduces the Balance to Levy. Maintaining a fully funded
Reserve eliminates the need for the City to transfer funds from non - District accounts to pay for
operational expenses during the first half of the Fiscal Year and also provides the District with sufficient
funds to address any unforeseen or unusual expenditures that may occur during the year.
Capital Improvement Fund Collection /(Transfer) — The 1972 Act pursuant to Chapter 5, beginning with
Section 22660, provides for the District to establish by resolution an assessment installment plan for
proposed improvements and expenditures that are greater than can be conveniently raised from a
single annual assessment. Depending on the nature of the planned improvements, the collection of
funds necessary to complete the project may be collected over a period up to thirty years, but typically
not more than five years. The funds collected shall be accumulated in a separate improvement fund
commonly referred to as a Capital Improvement Fund (CIF) and are not considered part of the regular
maintenance of the improvements or the Reserve Fund.
Because the money accumulated in the Capital Improvement Fund is for a specific planned project
(budgeted separately), the amount shown for this item in the annual budget will typically be a positive
number representing the amount being collected that year as part of the Balance to Levy. A negative
number (Transfer) should only occur after the project has been completed and excess funds are being
credited back to the District's regular accounts. The actual fund balances and expenditures for Capital
Improvements are clearly identified under the Fund Balance Information section of the Budget.
General Fund Loans Repayment /(Advances) — This item represents repayments of amounts that had
been temporarily advanced to the District from other revenue sources (usually the General Fund) or
represents funds being loaned to the District for the current Fiscal Year that must be repaid by future
assessments. Similar to the Reserve Collection /(Transfer) line item, this item directly impacts the
Reserve Fund Balances either positively or negatively.
Repayments are shown as a positive number and represent additional monies being collected in the
current annual assessment to repay a prior loan. These loans are typically for capital improvement
expenditures or unforeseen expenditures incurred in prior years and Reserve Fund monies were not
sufficient to cover the expenses. To ensure the ongoing operation and maintenance of the
improvements, the City may advance funds to the District as a temporary loan to meet current
expenditures, and collect repayment of the loan through the annual assessments the following year or
possibly over several years. Generally, all available Reserve Funds are exhausted before a temporary
loan is advanced to the District and the Beginning Reserve Fund Balance will be a negative number
indicating the loan amount still outstanding. A loan for the current Fiscal Year (Advance) is shown as a
negative number. If the District is expected to incur significant expenditures in the current Fiscal Year for
special services or capital improvements (upgrades or refurbishing of the improvements) and the
proposed assessment revenues (annual assessments) and /or available Reserve Funds are not sufficient
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Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
to cover the expenditures, the City may advance funds to the District as a temporary loan to meet the
proposed expenditures. Generally, all available Reserve Funds must be exhausted before a temporary
loan is advanced to the District and any funds temporarily loaned in excess of the available Reserve
Funds will be reflected as a negative Ending Reserve Fund Balance. This negative Reserve Fund Balance
will be repaid and replenished through future assessment revenues.
Other Revenue /General Fund (Contributions) —This item includes additional funds designated for the
District that are not annual assessments. These funds are added to the District account to reduce
assessments, and may be from non - District or District sources including City General Fund Contributions
and /or interest earnings. Any funds indicated on this line will be shown as a negative number indicating
a reduction in the amount to be levied and represent funds that do not have to be repaid.
Balance to Levy — This is the total amount to be collected for the current Fiscal Year through the annual
assessments (for special benefits). The Balance to Levy represents the sum of Total Direct and
Administration Costs, Reserve Fund Contributions or Transfers, Contributions from Other Revenue
Source, and the Contribution Replenishment. Only those costs related to the improvements identified as
special benefits are levied and collected on the tax roll.
Total Parcels —The total number of parcels within the District including exempt parcels.
Total Parcels Levied — The total number of parcels within the District that will receive the special
benefits during the current Fiscal Year.
Total EDUs —The total Equivalent Dwelling Units within the District applied to the parcels described
above.
Balance to Levy for SFR —The total assessment to single - family property owners in the Dublin Hills
Estates development.
Balance to Levy for MFR —The total assessment to property owners of condominium or apartment units
in the Amador Lakes Apartments development.
Maximum Levy per SFR (Prior Fiscal Year) —This is the maximum rate allowable in Fiscal Year 2012 -13
to assess single - family property owners within the District.
Maximum Levy per MFR (Prior Fiscal Year) —This is the maximum rate allowable in Fiscal Year 2012 -13
to assess property owners of a multifamily residential unit within the District.
Maximum Levy per SFR (Current Fiscal Year) — This is the maximum rate allowable per SFR parcel to
assess property owners within the District, in accordance with Proposition 218, adjusted for inflation as
described in the Method of Apportionment.
Maximum Levy per MFR (Current Fiscal Year) —This is the maximum rate allowable per MFR unit to
assess property owners within the District, in accordance with Proposition 218, adjusted for inflation as
described in the Method of Apportionment.
0
Harris & Associates,.
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
Inflationary Factor— Annual percentage increase in the San Francisco - Oakland -San Jose Area Consumer
Price Index for "All Urban Wage Earners and Clerical Workers," applies to all cost except water and
electricity, plus any additional increase in the utility cost of water and electricity. Each fiscal year the City
shall identify the change in the Index for April to April of the preceding year.
3.1 ALLOWABLE MAXIMUM ASSESSEMENT RATE
It is recognized that the cost of maintaining the District improvements increases slightly every year as a
result of inflation. As at the time the District was formed, the property owners approved a formula for
increasing assessments for each future fiscal year to offset increases in costs due to inflation.
The maximum assessment amount allowed for each fiscal year shall be increased in an amount equal to
the annual percentage increase of the local San Francisco - Oakland -San Jose Area Consumer Price Index
( "Index ") for "All Urban Wage Earners and Clerical Workers" applies to all costs except water and
electricity, plus any actual increase in the cost of electricity. Each fiscal year the City shall identify the
annual percentage difference in the Index between April of the current fiscal year and that of the
previous April. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of
such index, the City shall use the revised index or comparable system as approved by the City Council for
determining fluctuations in the cost of living.
In the event that the City Council determines that an inflation adjustment is not required for a given
fiscal year, the City Council may authorize the assessment without applying the adjustment formula to
the amount levied. If the budget and assessments for a district require an increase greater than the
adjustment set forth in the formula, then the proposed increase would be subject to approval by the
Harris & Associates,.
D
Proposed
Forecast
Forecast
Budget
Budget
Budget
Item
FY 2013 -14
FY 2014 -15
FY 2015 -16
CPI April Prior Year
236.626
N/A
N/A
CPI April Current Year
244.675
N/A
N/A
Increase /(Decrease)
3.402%
2.000%
2.000%
Prior Year Maximum Levy per EDU excluding utilities
$
845.47
$
874.23
$
891.71
Current Year Maximum Levy per EDU- CPI only
$
874.23
$
891.71
$
909.55
Combined Utility Costs Current Year
$
99,330
$
114,179
$
131,253
Combined Utility Costs Prior Year
$
82,830
$
99,330
$
114,179
Change in Combined Utilities
$
16,500
$
14,849
$
17,074
%Change in Combined Utility Costs
19.92%
14.95%
14.95%
Prior Year Maximum Levy for Utilities
$
236.34
$
283.42
$
325.79
Amount per Acre for Utilities
$
283.42
$
325.79
$
314.94
Maximum Levy per Acre currentyear
$
1,157.65
$
1,217.50
$
1,224.48
In the event that the City Council determines that an inflation adjustment is not required for a given
fiscal year, the City Council may authorize the assessment without applying the adjustment formula to
the amount levied. If the budget and assessments for a district require an increase greater than the
adjustment set forth in the formula, then the proposed increase would be subject to approval by the
Harris & Associates,.
D
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
District property owners. Each fiscal year, the maximum assessment rate shall increase at the maximum
amount allowable regardless of whether the increase is levied to the parcels within the District.
4 METHOD OF APPORTIONMENT
4.1 GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing
certain public improvements which include the construction, maintenance and servicing of public lights,
landscaping and appurtenant facilities. The 1972 Act further requires that the cost of these
improvements be levied according to benefit rather than assessed value:
"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 benefits to be received by each
such lot or parcel from the improvements."
The formula used for calculating assessments in the District therefore reflects the composition of the
parcels, and the improvements and services provided, to fairly apportion the costs based on estimated
benefit to each parcel. In addition, pursuant to Article XIIID Section 4:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the
proportional special benefit conferred on that parcel. Only special benefits are assessable
and an agency shall separate the general benefits from the special benefits conferred on a
parcel."
4.2 BENEFIT ANALYSIS
Each of the improvements have been carefully reviewed by the City and the corresponding assessments
have been proportionately spread to each parcel based on special benefits received from the
improvements as determined at the time the District was established.
General Benefits — In reviewing each of the District improvements, the proximity of those
improvements to both properties within the District and those outside the District as well as the reasons
for installing and constructing such improvements, it is evident that the improvements are solely the
result of developing properties within the District and the ongoing maintenance and operation of these
improvements will directly affect the properties within the District. Although the improvements include
public areas, easements, right -of -ways and other amenities available or visible to the public at large, the
construction and installation of these improvements were only necessary for the development of
properties within the District and were not required nor necessarily desired by any properties or
developments outside the District boundary and any public access or use of the improvements by others
is incidental. Therefore, it has been determined that the improvements and the ongoing maintenance,
servicing and operation of those improvements provide no measurable general benefit to properties
outside the District or to the public at large, but clearly provide distinct and special benefits to
properties within the District.
Harms & Associates,.
10
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
Special Benefits — The method of apportionment (method of assessment) established herein is based
on the premise that each assessed parcel within the District receives special benefits from the
improvements and the desirability of those properties enhanced by the presence of well- maintained
landscaping in close proximity to those properties.
The special benefits associated with landscape improvements are specifically:
1) Enhanced desirability of properties through association with the improvements.
2) Improved aesthetic appeal of properties providing a positive representation of the area and
properties.
3) Enhanced adaptation of the urban environment within the natural environment from adequate
green space and landscaping.
4) Environmental enhancement through improved erosion resistance, dust and debris control, and
fire prevention.
5) Increased sense of pride in ownership of property within the District resulting from well -
maintained improvements associated with the properties.
6) Enhanced quality of life through well- maintained green space and landscaped areas.
7) Reduced criminal activity and property - related crimes (especially vandalism) against properties
in the District through well- maintained surroundings and amenities including abatement of
graffiti.
8) Enhanced environmental quality of the parcels by moderating temperatures, providing
oxygenation and attenuating noise.
The preceding special benefits contribute to the aesthetic value and desirability of each of the assessed
parcels within the District and thereby provide a special enhancement of the properties. Furthermore, it
has been determined that the lack of funding to properly service and maintain the District
improvements would have a negative impact on the properties within the District.
Non-Assessable r rti s — Within the boundaries of the District, there are several types of
properties that are considered to receive no special benefit from the District improvements and are
therefore not assessed. These parcels include:
1) Publicly owned parcels that are reserved as Public Open Space or are developed as City Parks for
active recreation and are maintained and serviced by the District;
2) Publicly owned wetland parcels;
3) Certain Public Utility parcels;
4) Privately owned open space parcels; and
Harms & Associates,.
11
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
5) Privately owned "sliver" parcels that have resulted from a lot line adjustment with an adjacent
larger parcel
4.3 ASSESSMENT METHODOLOGY
The initial Engineer's Report provides for a maximum assessment of $710 per developed acre,
based on a total of 389,400 square feet of street improvements and a total of 957,000 square feet
of creek improvements and 440.08 acres of developed property at build -out of all property within
the District. The cost of the Improvements will be divided equally among the total number of
developed properties within the boundaries of the District on a per acre basis.
"Developed acres" shall include property having a recorded final map or parcel map as of July 1st of
each year.
The following formulas are used to calculate each property's assessment:
1. Cost of maintenance of installed Improvements ( "M ").
2. Total amount of developed acres ( "A ").
3. The annual assessment for the developed acres for that year ( "M ") shall be spread on a per -
acre basis ( "M" - "A ") based on the following:
a. Commercial developed area, per acre basis.
b. Single- family residential area, per acre basis.
c. Multi- family residential area, per acre basis.
4. The single - family and multi - family residential area per acre assessment will be further spread
on a per lot basis based on the number of lots on the final map, parcel map, or condominium
map for each particular development.
5. If the assessment in any year would exceed $710 per acre, the amount in excess of $710 shall
be assessed to the remaining undeveloped acres on a per acre basis, subject to the maximum
developed acre amount.
6. The maximum developed acre assessment of $710 per year will be increased annually by the
percentage increase in the San Francisco - Oakland -San Jose Area Consumer Price Index for "All
Urban Consumers and Clerical Workers" (applies to all costs except water and electricity), plus
any actual increase in the cost for water and electricity.
7. If the square footage cost of the Improvements will be less than the amount set forth herein
(after adjustment in accordance with Paragraph 6), the assessment shall be reduced
proportionately to reflect the reduced cost of Improvements in that year.
4.4 Rate Classifications
Single and Multi- family residential subdivisions within the District will be assigned a rate on a per lot
basis. To determine the assessment per lot, the number of acres within the subdivision will be
divided by the number of lots within the subdivision.
Harms & Associates,.
12
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
Commercial (including retail, office, and industrial uses, as well as apartment properties) are
assessed based on the per -acre figure of $706.15 multiplied by the number of acres per individual
lot for Fiscal Year 2013 -14.
For Fiscal Year 2013 -14, the following assessments resulted from this calculation:
Property Type Rate Basis
California Creekside Single - Family Residential (SFR)
$102.920
Lot
California Brookside Multi - Family Residential (MFR)
$ 44.60
Unit
SummerGlen — Richmond American (North) Lots
$ 90.12
Lot
SummerGlen — Richmond American (South) Lots
$ 99.18
Lot
SummerGlen — Kaufman & Broad Lots
$138.02
Lot
SummerGlen — Pulte Lots
$173.16
Lot
Dublin Greene Tract 7084 Single - Family Residential
$109.02
Lot
Dublin Greene Tract 7149 Multi - Family Residential
$ 82.08
Lot
Dublin Greene Tract 7149 Condominiums /Apartments
$ 42.78
Unit
Retail, Office, and Industrial
$723.80
Acre
Harms & Associates,.
13
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
5 ASSESSMENT ROLL
May 23, 2013
The proposed assessment and the amount of the assessment apportioned to each lot or parcel, as
shown on the latest roll at the Assessor's Office, are shown in Appendix B. The description of each lot or
parcel is part of the records of the Assessor of the County of Alameda and those records are, by
reference, made part of this report. The assessments shown will be submitted to the County
Auditor /Controller, and included on the property tax roll for each parcel shown in the assessment roll
for fiscal year 2013 -14.
Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the
District, are inclusive of the parcels as shown on the Alameda County Assessor's Parcel Maps as they
existed at the time of the passage of the Resolution of Intention, and shall include subsequent
subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the Alameda
County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of
land within the District.
Harms & Associates,.
14
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
APPENDIX A - ASSESSMENT DIAGRAM
May 23, 2013
Harris & Associates,,,
15
Engineer's Report
Landscape and Lighting District No. 1997 -1
City of Dublin
Fiscal Year 2013 -14
APPENDIX B -ASSESSMENT ROLL
16
May 23, 2013
Harms & Associates,.
RESOLUTION NO. XX - 13
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
* * * * * * * * * **
APPROVING ENGINEER'S REPORT, CONFIRMING DIAGRAM
AND ASSESSMENT, AND ORDERING LEVY OF ASSESSMENT
CITY OF DUBLIN LANDSCAPING MAINTENANCE ASSESSMENT DISTRICT 97 -1
(SANTA RITA AREA)
WHEREAS, by its Resolution No. 32 -13, a Resolution Directing Preparation of Annual
Report for City of Dublin Landscaping and Lighting Maintenance Assessment District No. 1997-
1 (the "District "), this Council designated the Public Works Engineer as Engineer of Work and
ordered said Engineer to make and file a report in writing in accordance with and pursuant to the
Landscaping and Lighting Act of 1972; and
WHEREAS, said report was made and filed with the City Clerk and duly considered by
this Council and found to be sufficient in every particular, whereupon it was determined that said
report should stand as Engineer's Report for all subsequent proceedings under and pursuant to
the aforesaid Resolution and that June 18, 2013, at 7:00 p.m. in the Council Chambers, Dublin
Civic Center, 100 Civic Plaza, Dublin, California, was appointed as the time and place for a
hearing by the Council on the question of the levy of the proposed assessment, notice of which
hearing was mailed, published and posted in accordance with Government Code Section
54954.6; and
WHEREAS, at the appointed time and place, said hearings were held, and all persons
interested desiring to be heard were given an opportunity to be heard, and all matters pertaining
to said levy were heard and considered by this Council, and this Council thereby acquired
jurisdiction to order said levy and confirmation of diagram and assessment prepared by and
made a part of the report of said Engineer to pay the cost and expenses thereof;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does
hereby approve that:
(a) The property owners owning more than fifty percent of the area of assessable land
within the District had not, at the conclusion of said hearing, filed written protests
against the said proposed levy, or against the Engineer's Estimate of costs and
expenses, or against the maps and description, or against the diagram or the
assessment to pay for the costs and expenses thereof;
(b) The public interest, convenience, and necessity require that said levy be made;
(c) The District benefited by said improvements and to be assessed to pay the costs
and expenses thereof, and the exterior boundaries thereof, are as shown by a
map thereof filed in the office of the City Clerk, which map is made a part hereof
by reference thereto.
ATTACHMENT 10
PASSED, APPROVED AND ADOPTED this 18th day of June, 2013, by the following
vote:
AYES-
NOES-
ABSENT-
ABSTAIN-
ATTEST-
City Clerk
Mayor
ATTACHMENT 10
Engineer's Report
for
Street Lighting Maintenance
Assessment District No. 1999.1
(Dublin Ranch and Tracts 7067, 7856, 8024, 8073 & 8074)
Fiscal Year 2013 -14
For the
City of Dublin
Alameda County, California
May 23, 2013
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
rable of Contents
May 23, 2013
1 OVERVIEW ............................................................................................................... ..............................1
1.1 INTRODUCTION ............................................................................................... ..............................1
General Description of the District ......................................................................... ..............................1
Compliance with the California Constitution .......................................................... ..............................1
Summary of Proposed Assessment and Expenditures .......................... ............................... 2
2 IMPROVMENTS ...................................................................................................... ............................... 3
3 BUDGET ................................................................................................................... ..............................5
3.1 ALLOWABLE MAXIMUM ASSESSEMENT RATE ................................................ ..............................8
4 METHOD OF APPORTIONMENT ............................................................................. .............................10
4.1 GENERAL ........................................................................................................ .............................10
4.2 BENEFIT ANALYSIS .......................................................................................... .............................10
GeneralBenefits ..................................................................................................... .............................10
SpecialBenefits ...................................................................................................... .............................10
Non - Assessable Properties .................................................................................... .............................11
4.3 ASSESSMENT METHODOLOGY ..................................................................... ...............................
11
5 ASSESSMENT ROLL ................................................................................................. .............................13
Appendix A - Boundary Map
Harms & Associates,.
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT
May 23, 2013
The undersigned respectfully submits the enclosed report as directed by the City Council. The
undersigned certifies that he is a Professional Engineer, registered in the State of California.
DATED: May 23, 2013
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and
Assessment Diagram thereto attached was filed with me on the day of , 2013.
City Clerk, City of Dublin
County of Alameda, California
In
I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll thereto
attached was approved and confirmed by the City Council of the City of Dublin, California, on the
day of 12013.
City Clerk, City of Dublin
County of Alameda, California
Harris & Associates,.
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
1 OVERVIEW
1.1 INTRODUCTION
May 23, 2013
The City of Dublin ( "City ") levies and collects special assessments on parcels within the City of Dublin
Street Lighting Maintenance Assessment District No. 1999 -1 ( "District ") in order to maintain the public
street lighting improvements within those areas.
The assessments and methods of apportionment described in this Report utilize commonly accepted
assessment engineering practices and have been calculated and proportionately spread to each parcel
based on the special benefits received as approved by the City Council at the time the District was
formed.
I 1;
The District was initially formed in 1999 to provide a dedicated source of funding for the ongoing
maintenance of public street lighting improvements within the boundaries of the Dublin Ranch
development (excepting the golf course). Tract 7067, which is the Clifton Park development off of
Mountain Rose Place in the western hills of the City. The Clifton Park development was annexed to the
District in 2000, and Dublin Ranch Areas A and G were annexed in 2001. The remaining portions of
Dublin Ranch, including areas B, C, F and H were annexed to the District in December 2005. Fallon
Village (Tract 7586) was annexed to the District in 2007, and Jordan Ranch (Tract 8024, 8073 & 8074)
was annexed to the District in 2011. One reason for the formation of the new district was that a special
decorative lighting fixture was designed and installed throughout the area in order to create a
community element as part of the development. A Diagram showing the exterior boundaries of the
District is provided in this Report in Appendix A.
Assessments are levied annually within the District pursuant to the Landscape and Lighting Act of 1972,
Part 2 of Division 15 of the California Streets and Highways Code ( "1972 Act "). All assessments
described in this Report and approved by the City Council are prepared in accordance with the 1972 Act
and are in compliance with the provisions of the California Constitution Article XIIID ( "Article XIIID "),
which was enacted with the passage of Proposition 218 in November 1996.
The formation of this District was initiated by petition from the Developer and the City has determined
are compliant with the substantive and procedural requirements of Proposition 218 and the 1972 Act.
At the time the District was formed, the property owners agreed to the inclusion of a formula for
increasing assessments for each fiscal year to offset increases due to inflation as described in the
assessment methodology.
Any future increase in the assessment rate in excess of the maximum allowable rate or substantial
changes in the services provided would require the approval of the property owners subject to the
assessment based upon a mailed ballot which would be sent to each property owner.
Harris & Associates,.
1
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
A summary of the assessments to be levied for each property type is shown in the table below.
Property Type
EDU
Assessment
Basis
Factor
Rate
Single - Family Residential (SFR)
1.00
$ 38.90
Parcel
Commercial
5.50
$ 213.95
Acre
Exempt, Common Open Space, Public Land
0.00
$ 0.00
Parcel
Harris & Associates,.
2
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
2 IMPROVEMENTS
May 23, 2013
The District provides for the continued installation, maintenance and servicing street lighting
improvements within the public right -of -ways and within public easements within private streets which
provide special benefit to parcels and properties within the District.
For the first several years after formation of the District, this District did not incur a significant
maintenance cost; however, as the street lights age, the number of repairs are increasing. In addition, a
portion of the funds collected from the annual assessments of this District are being set aside for future
pole painting costs in a separate improvement fund referred to as a Capital Improvement Fund (CIF).
The Fund was established for proposed improvements and expenditures that are greater than can be
conveniently raised from a single annual assessment. The poles are expected to need repainting on a
ten -year cycle, with the first phase of the pole painting commencing in the next few years. The funds
are not considered part of the regular maintenance of the improvements or the Reserve Fund.
In fiscal year 2012 -13, 321 street lights in the district were retrofitted with new light emitting diode
(LED) fixtures. The total construction cost for these improvements is $283,800. As part of this retrofit,
the district received a one -time rebate amount of $39,950 from Pacific Gas & Electric (PG &E). The
savings generated by this project for FY 13 -14 are anticipated to be $7,844 for operations and
maintenance costs and $20,953 for electricity costs.
As generally defined in the 1972 Act, maintenance and servicing of the street lighting improvements
may include one or any combination of the following:
1) The installation or construction of public lighting facilities, including, but not limited to
streetlights and traffic signals.
2) The installation or construction of any facilities which are appurtenant to any of the foregoing
or which are necessary or convenient for the maintenance or servicing thereof; including but
not limited to, grading, removal of debris, the installation or construction of curbs, gutters,
walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities.
3) The maintenance or servicing, or both, of any of the foregoing including the furnishing of
services and materials for the ordinary and usual maintenance, operation, and servicing of any
improvement, including, but not limited to:
a) Repair, removal, or replacement of all or any part of any improvements;
b) Grading, clearing, removal of debris, the installation, repair or construction of curbs,
gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities;
c) The cleaning, sandblasting, and painting of walls and other improvements to remove or
cover graffiti.
d) Electric current or energy, gas, or other agent for the lighting or operation of any other
improvements.
4) Incidental expenses associated with the improvements including, but not limited to:
a) The cost of preparation of the report, including plans, specifications, estimates, diagram,
and assessment;
b) The costs of printing, advertising, and the publishing, posting and mailing of notices;
Harris & Associates,.
3
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
c) Compensation payable to the County for collection of assessments;
d) Compensation of any engineer or attorney employed to render services;
e) Any other expenses incidental to the construction, installation, or maintenance and
servicing of the improvements; and,
f) Costs associated with any elections held for the approval of a new or increased
assessment.
Pursuant to the 1972 Act:
"Maintain" or "maintenance" means the furnishing of services and materials for the ordinary
and usual maintenance, operation, and servicing of any improvement, including repair, removal,
or replacement of all or any part of any improvement.
"Service" or "servicing" means the furnishing of electric current or energy, gas, or other
illuminating agent for any public lighting facilities or for the lighting or operation of any other
improvements.
Drawings showing the specific locations of the improvements are or file in the City's Engineering
Department are area made a part of this report by reference.
Harris & Associates,.
4
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
3 BUDGET
May 23, 2013
All public streetlights and other eligible improvements within the District are maintained and serviced
on a regular basis. The proposed budget for District is shown on the following page. This includes an
estimate of the costs of utilities, operations, services, administration and maintenance associated with
the improvements, including all labor, personnel, equipment, materials and administrative expenses.
The summary also shows the estimated fund balance, and the projected contribution/ (transfer) based
upon the estimated expenditures and assessment revenue. Projected budgets are also shown for the
next 2 fiscal years. For fiscal year 14 -15, the budget assumes a 10% increase for the County contract,
and 4% increase for electricity rates
The following describes the services and costs shown in the budget.
DIRECT COSTS:
Maintenance — The cost of ongoing maintenance and servicing of the street lighting improvements
including street light repair parts and the labor associated with performing the repair work. In addition,
a portion of this cost is set aside as a contingency amount for large repairs.
Contract with Alameda County — The cost of street light maintenance provided from the County of
Alameda based on the current Fiscal Year contract.
LED Conversion Project — O &M Savings - Operations and maintenance cost savings generated from LED
conversion project.
California Street Light Association — The cost of Street Light Association dues based on relative number
of lights within the District.
LED Conversion Project — Utilities Savings - Electricity cost savings generated from LED conversion
project.
Utilities Electricity —The cost of street light electrical energy use, including miscellaneous PG &E charges.
Miscellaneous Expenses — Costs that cannot easily be categorized into any of the other Direct Costs
defined above.
ADMINISTRATIVE COSTS:
District Administration, Consulting — The costs of contracting with professionals to provide services
specific to the levy administration, including preparation of the Engineer's Report, resolutions, and levy
submittal to the County. These fees can also include any additional administrative, legal, or engineering
services specific to the District such as the cost to prepare and mail notices of the public meeting and
hearing.
Harris & Associates,.
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
Street Lighting Maintenance Assessment District 1999 -1
5,188
Approved
Estimated
Proposed
Forecast
Forecast
4,547
Budget FY
Expenses
Budget FY
Budget FY
Budget FY
$
2012 -13
FY 2012 -13
2013 -14
2014 -15
2015 -16
Inflation Rate (%)
n/a
n/a
n/a
n/a
n/a
ZCT COSTS
1,838
$ 1,838
County per Parcel Fee
$
3,520
intenance
$ 3,000
$ 3,000
$ 3,000
$ 3,000
$ 3,000
itract with Alameda County
$ 36,860
$ 44,040
$ 51,300
$ 56,430
$ 62,073
)Conversion Project -0 &M Savings
8,728
$
$ (7,844)
$ (8,628)
$ (9,491)
ifornia Street Light Association
$ 390
$ 370
$ 390
$ 390
$ 390
lities - Electricity
$ 117,770
$ 115,640
$ 123,290
$ 128,222
$ 133,350
ConversionProject - UtilitiesSavings
$ (20,953)
$ (21,791)
$ (22,663)
ccellaneous Expenses
$ -
TOTALDIRECT
$ 158,020
$ 163,050
$ 149,183
$ 157,622
$ 166,659
ADMINISTRATION COSTS
5,188
5,585
5,641
5,697
4,547
District Administration
$
3,370
$
3,370
$
3,370
$
3,370
$ 3,370
Public Works Administration
$
1,838
$
1,838
$
1,838
$
1,838
$ 1,838
County per Parcel Fee
$
3,520
$
3,520
$
3,520
$
3,520
$ 3,520
TOTAL ADMINISTRATION
$
8,728
$
8,728
$
8,728
$
8,728
$ 8,728
/_10]114rlk[6➢1;k1r11
TOTAL DI RECT AN D ADM I N COSTS
erve Collection /(Transfer)
ital Improvement Fund Collection /(Transfer)
Conversion Project - PG &E Rebate
inquency Contingency
er Revenues /(General Fund Contributions)
TOTAL ADJUSTMENTS
Balance to Levy (Budgeted /Estimated)
Actual Collection Variance
APPLIED CHARGE
I Revenue at Maximum Rate
ance above /(below) Maximum Revenue
'RICTS STATISTICS
I Parcels
I Parcels Levied
I Equivalent Benefit Units
)osed Levy per EDU
imum Allowed Levy per EDU
Applied Levy per EDU
rid Balance Information
. Beginning Reserve Fund Balance
serve Fund Adjustments
insfer From /(To) Capital Improvement Fund
or /Penalities /Public Damage
ected Reserve Balance end of year
Beginnng CIF Fund Balance
CIF Adjusments
LED Conversion Project
CIF Pole Painting
Trasfer From /(To) CIF Reserve Fund
Anticipated CIF Year End Fund Balance
$ 166,748 $ 171,778 $ 157,911 $ 166,350 $ 175,387
$ 65,443 $ 61,425 $ 132,864 $ 92,798 $ 92,084
$ - $ (39,950)
$ 2,050 $ 2,050 $ 2,050 $ 2,050 $ 2,050
$ 67,493 $ 63,475 $ 94,964 $ 94,848 $ 94,134
$ 234,241 $ 234,241 $ 252,875 $ 261,198 $ 269,521
$ 1,012
$ 234,241 $ 235,253 $ 252,875 $ 261,198 $ 269,521
$ 283,077 $ 284,299 $ 311,650 $ 322,123 $ 337,432
$ (48,836) $ (49,046) $ (58,775) $ (60,925) $ (67,911)
5,113
5,188
5,585
5,641
5,697
4,547
4,595
4,987
5,201
5,415
6,021.63
6,047.63
6,500.65
6,714.60
6,928.55
$ 38.90
$
38.90
$
38.90
$
38.90
$
38.90
$ 47.01
$
47.01
$
47.94
$
47.97
$
48.70
$ 38.90
$
38.90
$
38.90
$
38.90
$
38.90
$ 201,685 $ 184,589 $ 207,229 $ 148,759 $ 203,774
$ 67,493 $ 61,425 $ 94,964 $ 94,848 $ 94,134
$ (45,184) $ (45,184) $ (162,864) $ (48,594) $ (48,594)
$ 5,856 $ 3,630.00 $ 6,322 $ 6,530 $ 6,738
$ 3,025 $ 2,769 $ 3,108 $ 2,231 $ 3,057
$ 232,875 $ 207,229 $ 148,759 $ 203,774 $ 259,109
$ 198,579 $ 198,579 $ 215,055 $ 64,119 $ 82,713
$ $ $ (283,800) $ $
$ (35,000) $ (28,708) $ (30,000) $ (30,000) $ (30,000)
$ 45,184 $ 45,184 $ 162,864 $ 48,594 $ 48,594
$ 208,763 $ 215,055 $ 64,119 $ 82,713 $ 101,307
0
Harms & Associates,.
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
Public Works Administration — The cost of services provided to administer the District from the Public
Works department of the City of Dublin.
County per Parcel Fee — The cost to the District for the County to collect assessments on the property
tax bills.
LEVY BREAKDOWN:
Reserve Collection /(Transfer) — The 1972 Act pursuant to Chapter 1, Article 4 Section 22569 (a),
provides for a District Reserve Fund for operations. Negative amounts shown for this budget item
represent transfers from the Reserve Fund that reduces the Balance to Levy. Maintaining a fully funded
Reserve eliminates the need for the City to transfer funds from non - District accounts to pay for
operational expenses during the first half of the Fiscal Year and also provides the District with sufficient
funds to address any unforeseen or unusual expenditures that may occur during the year.
Capital Improvement Fund Collection /(Transfer) — The 1972 Act pursuant to Chapter 5, beginning with
Section 22660, provides for the District to establish by resolution an assessment installment plan for
proposed improvements and expenditures that are greater than can be conveniently raised from a
single annual assessment. Depending on the nature of the planned improvements, the collection of
funds necessary to complete the project may be collected over a period up to thirty years, but typically
not more than five years. The funds collected shall be accumulated in a separate improvement fund
commonly referred to as a Capital Improvement Fund (CIF) and are not considered part of the regular
maintenance of the improvements or the Reserve Fund.
Because the money accumulated in the Capital Improvement Fund is for a specific planned project
(budgeted separately), the amount shown for this item in the annual budget will typically be a positive
number representing the amount being collected that year as part of the Balance to Levy. A negative
number (Transfer) should only occur after the project has been completed and excess funds are being
credited back to the District's regular accounts. The actual fund balances and expenditures for Capital
Improvements are clearly identified under the Fund Balance Information section of the Budget. LED
Conversion Project - PG &E Rebates — One -time rebate from PG &E for installation of LED fixtures
General Fund Loans Repayment /(Advances) — This item represents repayments of amounts that had
been temporarily advanced to the District from other revenue sources (usually the General Fund) or
represents funds being loaned to the District for the current Fiscal Year that must be repaid by future
assessments. Similar to the Reserve Collection /(Transfer) line item, this item directly impacts the
Reserve Fund Balances either positively or negatively.
Repayments are shown as a positive number and represent additional monies being collected in the
current annual assessment to repay a prior loan. These loans are typically for capital improvement
expenditures or unforeseen expenditures incurred in prior years and Reserve Fund monies were not
sufficient to cover the expenses. To ensure the ongoing operation and maintenance of the
improvements, the City may advance funds to the District as a temporary loan to meet current
Harris & Associates,.
7
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
expenditures, and collect repayment of the loan through the annual assessments the following year or
possibly over several years. Generally, all available Reserve Funds are exhausted before a temporary
loan is advanced to the District and the Beginning Reserve Fund Balance will be a negative number
indicating the loan amount still outstanding. A loan for the current Fiscal Year (Advance) is shown as a
negative number. If the District is expected to incur significant expenditures in the current Fiscal Year for
special services or capital improvements (upgrades or refurbishing of the improvements) and the
proposed assessment revenues (annual assessments) and /or available Reserve Funds are not sufficient
to cover the expenditures, the City may advance funds to the District as a temporary loan to meet the
proposed expenditures. Generally, all available Reserve Funds must be exhausted before a temporary
loan is advanced to the District and any funds temporarily loaned in excess of the available Reserve
Funds will be reflected as a negative Ending Reserve Fund Balance. This negative Reserve Fund Balance
will be repaid and replenished through future assessment revenues.
Delinquency Contingency — This is the estimated amount designated for delinquent property tax
payments that the County is unable to collect in Fiscal Year 2012/2013.
Other Revenue /General Fund (Contributions) — This item includes additional funds designated for the
District that are not annual assessments. These funds are added to the District account to reduce
assessments, and may be from non - District or District sources including City General Fund Contributions
and /or interest earnings. Any funds indicated on this line will be shown as a negative number indicating
a reduction in the amount to be levied and represent funds that do not have to be repaid.
Balance to Levy — This is the total amount to be collected for the current Fiscal Year through the annual
assessments (for special benefits). The Balance to Levy represents the sum of Total Direct and
Administration Costs, Reserve Fund Contributions or Transfers, Contributions from Other Revenue
Source, and the Contribution Replenishment. Only those costs related to the improvements identified as
special benefits are levied and collected on the tax roll.
Total Parcels Levied — The total number of parcels within the District that will receive the special
benefits during the current Fiscal Year.
Total EDUs — The total Equivalent Dwelling Units within the District applied to the parcels described
above.
Levy per EDU — This amount represents the rate being applied to each parcel's individual EDU factor.
The Levy per EDU is the result of dividing the "Special Assessment to Levy" by the Total EDUs of the
District for the fiscal year.
Maximum Levy per EDU — This is the rate per EDU approved by property owners within the District, in
accordance with Proposition 218, adjusted for inflation as described in the Method of Apportionment.
3.1 ALLOWABLE MAXIMUM ASSESSEMENT RATE
It is recognized that the cost of maintaining the District improvements increases slightly every year as a
Harris & Associates,.
0
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
result of inflation. At the time the District was formed, the property owners approved a formula for
increasing assessments for each future fiscal year to offset increases in costs due to inflation.
The maximum assessment amount allowed for each fiscal year shall be increased in an amount equal to
the annual percentage increase of the local San Francisco - Oakland -San Jose Area Consumer Price Index
( "Index ") for "All Urban Wage Earners and Clerical Workers" (applies to all costs except electricity), plus
any actual increase in the cost of electricity. Each fiscal year the City shall identify the annual
percentage difference in the Index between April of the current fiscal year and that of the previous April.
Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the
City shall use the revised index or comparable system as approved by the City Council for determining
fluctuations in the cost of living. The table below shows the calculations for the adjustment to the
Maximum Allowable Assessment for Fiscal Year 2013 -14.
In the event that the City Council determines that an inflation adjustment is not required for a given
fiscal year, the City Council may authorize the assessment without applying the adjustment formula to
the amount levied. If the budget and assessments for a district require an increase greater than the
adjustment set forth in the formula, then the proposed increase would be subject to approval by the
District property owners. Each fiscal year, the maximum assessment rate shall increase at the maximum
amount allowable regardless of whether the increase is levied to the parcels within the District.
Harms & Associates,.
0
Proposed
Forecast
Forecast
Budget
Budget
Budget
Item
FY 2013 -14
FY 2014 -15
FY 2015 -16
CPI April Prior Year
236.626
N/A
N/A
CPI April Current Year
244.675
N/A
N/A
% Increase /(Decrease)
3.402%
2.000%
2.000%
Prior Year Maximum Levy per EDU less Electricty Costs
$
27.38
$
28.31
$
28.88
Current Year Maximum Levy per EDU- CPI only
$
28.31
$
28.88
$
29.46
Electricity Costs Current Year
$
123,290
$
128,222
$
133,350
Electricity Cost Costs Prior Year
$
115,640
$
123,290
$
128,222
Change in Electricity Cost
$
7,650
$
4,932
$
5,129
%Change inElectricity Cost
6.62%
4.00%
4.00%
Max Amount per EDU for Electricity Cost
$
19.63
$
20.82
$
21.66
Maximum Levy per EDU current year
$
47.94
$
49.70
$
51.11
In the event that the City Council determines that an inflation adjustment is not required for a given
fiscal year, the City Council may authorize the assessment without applying the adjustment formula to
the amount levied. If the budget and assessments for a district require an increase greater than the
adjustment set forth in the formula, then the proposed increase would be subject to approval by the
District property owners. Each fiscal year, the maximum assessment rate shall increase at the maximum
amount allowable regardless of whether the increase is levied to the parcels within the District.
Harms & Associates,.
0
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
4 METHOD OF APPORTIONMENT
May 23, 2013
4.1 GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing
certain public improvements which include the construction, maintenance and servicing of public lights,
landscaping and appurtenant facilities. The 1972 Act further requires that the cost of these
improvements be levied according to benefit rather than assessed value:
"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 benefits to be received by each such lot or parcel from the improvements."
The formula used for calculating assessments in the District therefore reflects the composition of the
parcels, and the improvements and services provided, to fairly apportion the costs based on estimated
benefit to each parcel. In addition, pursuant to Article XIIID Section 4:
"No assessment shall be imposed on any parcel which exceeds the reasonable cost of the proportional
special benefit conferred on that parcel. Only special benefits are assessable and an agency shall
separate the general benefits from the special benefits conferred on a parcel."
4.2 BENEFIT ANALYSIS
Each of the improvements have been carefully reviewed by the City and the corresponding assessments
have been proportionately spread to each parcel based on special benefits received from the
improvements as determined at the time the District was established.
General Benefits — In reviewing each of the District improvements, the proximity of those
improvements to both properties within the District and those outside the District as well as the reasons
for installing and constructing such improvements, it is evident that the improvements are solely the
result of developing properties within the District and the ongoing maintenance and operation of these
improvements will directly affect the properties within the District. Although the improvements include
public areas, easements, right -of -ways and other amenities available or visible to the public at large, the
construction and installation of these improvements were only necessary for the development of
properties within the District and were not required nor necessarily desired by any properties or
developments outside the District boundary and any public access or use of the improvements by others
is incidental. Therefore, it has been determined that the improvements and the ongoing maintenance,
servicing and operation of those improvements provide no measurable general benefit to properties
outside the District or to the public at large, but clearly provide distinct and special benefits to
properties within the District.
Special Benefits — The method of apportionment (method of assessment) established herein is based
on the premise that each assessed parcel within the District receives special benefits from the
improvements and the desirability and security of those properties is enhanced by the presence of
public lighting in close proximity to those properties.
Harms & Associates,.
10
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
The special benefits of street lighting and other public lighting facilities are the convenience, safety, and
security of property, improvements, and goods. Specifically:
1) Enhanced deterrence of crime and the aid to police protection.
2) Increased nighttime safety on roads, streets and public areas.
3) Improved ability of pedestrians and motorists to see.
4) Improved ingress and egress to property.
5) Reduced vandalism and other criminal act and damage to improvements or property.
6) Improved traffic circulation and reduced nighttime accidents and personal property loss.
The preceding special benefits contribute to the aesthetic value and desirability of each of the assessed
parcels within the District and thereby provide a special enhancement of the properties. Furthermore, it
has been determined that the lack of funding to properly service and maintain the District
improvements would have a negative impact on the properties within the District.
All of the preceding special benefits contribute to a specific enhancement and desirability of each of the
assessed parcels within the District.
Non-Assessable r rti s — Within the boundaries of the District, there are several types of
properties that are considered to receive no special benefit from the District improvements and are
therefore not assessed. These parcels include:
1) Publicly owned parcels that are reserved as Public Open Space or are developed as City Parks for
active recreation and are maintained and serviced by the District;
2) Publicly owned wetland parcels;
3) Certain Public Utility parcels;
4) Privately owned open space parcels; and
5) Privately owned "sliver" parcels that have resulted from a lot line adjustment with an adjacent
larger parcel. The adjacent larger parcel, of which these "sliver" parcels are a part, are assessed
at the Residential Zone rate.
4.3 ASSESSMENT METHODOLOGY
The special benefits received by each parcel within the District and each parcel's proportional annual
assessment are calculated on the basis of a formula known as Equivalent Dwelling Units. The Equivalent
Dwelling Unit (EDU) method of apportionment establishes a proportional benefit relationship between
the various parcels within the District and the improvements maintained by the District. The typical
single family residential parcel is assigned 1.0 Equivalent Dwelling Unit (EDU) since it represents more
than 85% of the total parcels within the District.
Harms & Associates,.
11
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
EDU's are assigned to the other land uses based upon the property's development status, type of
development (County of Alameda land use code) and property size as shown in the table below.
Property Type EDU Factor Basis
Single - Family Residential (SFR) 1.00 Parcel
Commercial 5.50 Acre
Exempt, Common Open Space, Public Land 0.00 Parcel
Single - Family Residential (SFR) — (County land use 1x, 2x, 7x) This land use identifies properties that
are developed for single - family residential use and are assigned a factor of 1.00 EDU per parcel. This is
the base value that all other land use types are compared and weighted against (i.e. Equivalent Dwelling
Unit EDU). This land use classification may include, but is not limited to lots or parcels identified as
single - family residential homes, condominium, vacant residential land zoned for four units or less,
planned development (tract or townhouse type), and modular /manufactured single - family residential
unit. Developed apartments are assigned a factor of 1.00 EDU per dwelling unit. Parcels with a vacant
apartment land use are treated like commercial and assessed 5.50 EDU per acre.
Commercial — (County land use 3x, 8x, 9x) This land use identifies properties that are considered
improved commercial use and are assigned a factor of 5.50 EDU per gross acre. This land use
classification may include, but is not limited to, lots or parcels identified as car washes, commercial
garages, automotive dealerships, parking lots, parking garages service stations, funeral homes, nursing
or boarding homes, hospitals, hotels /motels, banks, medical - dental, single and multi -story office
buildings, bowling alleys, theaters, vacant commercial land, department stores, discount stores,
restaurants, shopping centers, supermarkets, commercial or industrial condominium prior to sale of one
unit, and miscellaneous commercial.
Common Open Space — (County land use 0, 03 -05, 65) This land use identifies properties that are
exempt from assessment and are assigned 0.00 EDU. This land use classification may include, but is not
limited to, lots or parcels identified as exempt public agencies, property leased or owned by public
utilities, cemeteries, and planned development common areas.
The following formulas are used to calculate each property's assessment:
Total Balance to Levy/ Total EDUs = Levy per EDU (Rate)
Parcel EDU x Levy per EDU = Parcel Levy Amount
Harris & Associates.
12
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
5 ASSESSMENT ROLL
May 23, 2013
The proposed assessment and the amount of the assessment apportioned to each lot or parcel, as
shown on the latest roll at the Assessor's Office, are contained in the Assessment Roll on file in the
Office of the City Clerk of the City of Dublin, which is incorporated herein by reference.
The description of each lot or parcel is part of the records of the Assessor of the County of Solano and
those records are, by reference, made part of this report. The assessments shown will be submitted to
the County Auditor /Controller, and included on the property tax roll for each parcel shown in the
assessment roll for fiscal year 2013 -14.
Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the
District, are inclusive of the parcels as shown on the Alameda County Assessor's Parcel Maps as they
existed at the time of the passage of the Resolution of Intention, and shall include subsequent
subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the Alameda
County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of
land within the District.
Harms & Associates,.
13
Engineer's Report
Street Lighting Maintenance District No. 1999 -1
City of Dublin
Fiscal Year 2013 -14
May 23, 2013
Harms & Associates,.
14
RESOLUTION NO. XX - 13
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
* * * * * * * * * **
APPROVING ENGINEER'S REPORT, CONFIRMING DIAGRAM
AND ASSESSMENT, AND ORDERING LEVY OF ASSESSMENT
CITY OF DUBLIN STREET LIGHTING MAINTENANCE ASSESSMENT DISTRICT NO. 1999 -1
(DUBLIN RANCH AND TRACTS 7067, 7586, 8024, 8073, 8074)
WHEREAS, by its Resolution No. 33 -13, a Resolution Directing Preparation of Annual
Report for City of Dublin Landscaping and Lighting Maintenance Assessment District No. 99 -1
(the "District "), this Council designated the Public Works Director as Engineer of Work and
ordered said Engineer to make and file a report in writing in accordance with and pursuant to the
Landscaping and Lighting Act of 1972; and
WHEREAS, said report was made and filed with the City Clerk and duly considered by
this Council and found to be sufficient in every particular, whereupon it was determined that said
report should stand as Engineer's Report for all subsequent proceedings under and pursuant to
the aforesaid Resolution and that June 18, 2013, at 7:00 p.m. in the Council Chambers, Dublin
Civic Center, 100 Civic Plaza, Dublin, California, was appointed as the time and place for a
hearing by the Council on the question of the levy of the proposed assessment, notice of which
hearing was mailed, published and posted in accordance with Government Code Section
54954.6; and
WHEREAS, at the appointed time and place, said hearings were held, and all persons
interested desiring to be heard were given an opportunity to be heard, and all matters pertaining
to said levy were heard and considered by this Council, and this Council thereby acquired
jurisdiction to order said levy and confirmation of diagram and assessment prepared by and
made a part of the report of said Engineer to pay the cost and expenses thereof;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does
hereby approve that:
(a) The property owners owning more than fifty percent of the area of assessable land
within the District had not, at the conclusion of said hearing, filed written protests
against the said proposed levy, or against the Engineer's Estimate of costs and
expenses, or against the maps and description, or against the diagram or the
assessment to pay for the costs and expenses thereof;
(b) The public interest, convenience, and necessity require that said levy be made;
(c) The District benefited by said improvements and to be assessed to pay the costs
and expenses thereof, and the exterior boundaries thereof, are as shown by a
map thereof filed in the office of the City Clerk, which map is made a part hereof
by reference thereto.
ATTACHMENT 12
PASSED, APPROVED AND ADOPTED this 18th day of June, 2013, by the following
vote:
AYES-
NOES-
ABSENT-
ABSTAIN-
ATTEST-
City Clerk
Mayor
ATTACHMENT 12