HomeMy WebLinkAbout6.3 - 1492 Public Hearing and Approval of Engineer's R
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STAFF REPORT
CITY COUNCIL
DATE: June 20, 2017
TO: Honorable Mayor and City Councilmembers
FROM:
Christopher L. Foss, City Manager
SUBJECT:
Citywide Street Lighting Maintenance Assessment District 83-1;
Landscaping and Lighting Maintenance Assessment District 83-2;
Landscaping and Lighting Maintenance Assessment District 86-1;
Landscaping and Lighting Maintenance Assessment District 97-1; Street
Lighting Maintenance Assessment District 99-1
Prepared by: Andrew C. Russell, City Engineer
EXECUTIVE SUMMARY:
The City Council will consider approving the Engineer's Reports and the levy of special
assessments in each of the five maintenance assessment districts for Fiscal Year 2017-
18. A public hearing is required to set the annual levy.
STAFF RECOMMENDATION:
Conduct the public hearing, receive testimony, and close the public hearing for each of
the five Assessment Districts; deliberate; and take the following action:
Adopt the Resolution Approving Engineer's Report, Confirming Diagram and
Assessment, and Ordering Levy of Assessment for:
Citywide Street Lighting Maintenance Assessment District 83-1
Landscaping and Lighting Maintenance Assessment District 83 -2
Landscaping and Lighting Maintenance Assessment District 86 -1
Landscaping and Lighting Maintenance Assessment District 97-1
Street Lighting Maintenance Assessment District 99-1
FINANCIAL IMPACT:
A summary of revenues, expenditures, and balances of each District is shown in the
table below. Revenues and expenditures for each assessme nt district are tracked
separately.
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SUMMARY PRELIMINARY ASSESSMENT DISTRICT
FISCAL YEAR 2017-18 REVENUE & EXPENDITURES
Citywide St.
Light 1983-1
Stagecoach
Rd
Landscape
1983-2
Dougherty
Rd
Landscape
1986-1
Santa Rita
Landscape
1997-1
East Dublin
St. Light
1999-1
PROJECTED
REVENUE
$304,993 $93,951 $149,795 $376,690 $318,221
ESTIMATED
EXPENDITURES
($200,236) ($93,951) ($140,206) ($283,396) ($199,436)
TRANSFER TO
CAPITAL
IMPROVEMENT FUND
($85,000) $0 $0 ($93,294) ($118,785)
BALANCE TO
RESERVES
$ 19,757 $0 $9,589 $0 $0
RESERVE BALANCE
ESTIMATED
BEGINNING BALANCE
$158,266 $138,757 $246,565 $303,239 $225,900
RESERVES $ 19,757 $0 $9,590 $0 $0
ESTIMATED
INTEREST AND
OTHER INCOME
$ 2,374 $2,081 $3,698 $4,549 $3,389
RESERVE TRANSFER
TO CAPITAL
IMPROVEMENT FUND
$0 $0 $0 ($40,000) ($38,020)
PROJECTED ENDING
BALANCE FISCAL
YEAR 2017-18
$180,397 $140,838 $259,853 $267,788 $191,269
DESCRIPTION:
At the City Council meeting held on June 6, 2017, the City Council received the
Preliminary Engineer’s Reports for each of the five maintenance assessment districts
and set a public hearing date of June 20, 2017 to receive comments on the proposed
Fiscal Year 2017-18 assessments for each District. Details of each District and the
proposed assessment amounts can be found in the attached June 6, 2017, City Council
report (Attachment 1).
Staff is proposing that the City Council hold the public hearing, deliberate, and adopt the
following Resolutions Approving Engineer’s Report, Confirming Diagram and
Assessment, and Ordering Levy of Assessment for:
Citywide Street Lighting Maintenance Assessment District No. 1983 -1
(Attachment 2)
Landscape and Lighting Maintenance Assessment District No. 1983-2
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(Attachment 3)
Landscape and Lighting Maintenance Assessment District No. 1986-1
(Attachment 4)
Landscape and Lighting Maintenance Assessment District No. 1997-1
(Attachment 5)
Street Lighting Maintenance Assessment District No. 1999 -1 (Attachment 6)
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
Property owners in the Landscape Maintenance Assessment Districts 1983-2, 1986-1,
and 1997-1, were mailed courtesy postcards with the public hearing date and proposed
Fiscal Year assessments. Public hearing notices were published in the newspaper and
posted at several City locations. Copies of the public hearing notices and Engineer’s
Reports were also posted on the City of Dublin website.
ATTACHMENTS:
1. City Council Staff Report dated June 6, 2017 (without attachments)
2. Engineer's Report - 83-1
3. Engineer's Report - 83-2
4. Engineer's Report - 86-1
5. Engineer's Report - 97-1
6. Engineer's Report - 99-1
7. Resolution Approving Engineer's Report, Confirming Diagram and Assessment, and
Ordering Levy of Assessment
SUMMARY PRELIMINARY ASSESSMENT DISTRICT
FISCAL YEAR 2017 -2018 REVENUE & EXPENDITURES
DESCRIPTION:
The City Council will consider approval of 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 2017 -18 and to set a
public hearing date for each assessment district on June 20, 2017 in the City Council
Chambers, located at 100 Civic Plaza, Dublin.
Citvwide Street Liahtina 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 City Council approved
formation of this District on August 2, 1983, with the initial assessment in the 1984 -1985
tax year. The boundary of this assessment district encompasses the entire City, with the
exception of properties within assessment district 1999 -1.
The maximum assessment allowed under the authorizing documents is $19.34 per unit
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Packet Pg. 39
Citywide St.
Light 1983 -1
Stagecoach
Rd
Landscape
1983 -2
Dougherty
Rd
Landscape
1986 -1
Santa Rita
Landscape
1997 -1
East Dublin
St. Light
1999 -1
PROJECTED
REVENUE
$304,993
$93,951
$149,795
$376,690
$318,221
ESTIMATED
EXPENDITURES
($200,236)
($93,951)
($140,206)
($283,396)
($199,436)
TRANSFER TO
CAPITAL
IMPROVEMENT FUND
($85,000)
$0
$0
($93,294)
($118,785)
BALANCE TO
RESERVES
$ 19,757
$0
$9,590
$0
$0
RESERVE BALANCE
ESTIMATED
BEGINNING BALANCE
$158,266
$138,757
$246,565
$303,239
$225,900
RESERVES
$ 19,757
$0
$9,590
$0
$0
ESTIMATED
INTEREST AND
OTHER INCOME
$ 2,374
$2,081
$3,698
$4,549
$3,389
RESERVE TRANSFER
TO CAPITAL
IMPROVEMENT FUND
$0
$0
$0
($40,000)
($38,020)
PROJECTED ENDING
BALANCE FISCAL
YEAR 2017 -18
$180,397
$140,838
$259,853
$267,788
$191,269
DESCRIPTION:
The City Council will consider approval of 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 2017 -18 and to set a
public hearing date for each assessment district on June 20, 2017 in the City Council
Chambers, located at 100 Civic Plaza, Dublin.
Citvwide Street Liahtina 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 City Council approved
formation of this District on August 2, 1983, with the initial assessment in the 1984 -1985
tax year. The boundary of this assessment district encompasses the entire City, with the
exception of properties within assessment district 1999 -1.
The maximum assessment allowed under the authorizing documents is $19.34 per unit
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4.4
for residential uses and $106.37 per acre for commercial uses. The maximum
assessment has been levied since Fiscal Year 2007 -08. There is no provision in the
formation documents to increase the per unit levy. As noted in the Engineer's Report
any increase would require the approval of the property owners subject to the
assessment.
In recent years, the largest expenditure within this District's operating expenses was the
annual debt payment to OpTerra for a light emitting diode (LED) fixture retrofit project.
This project took place in Fiscal Year 2012 -13, retrofitting 2,821 street lights. In Fiscal
Year 2016 -17, the City Council discussed the early payoff of the OpTerra capital lease
using a General Fund reserve. Though the numbers in this report assume the early
payoff, this item will be brought to the City Council for formal decision during the reserve
designations item on June 20, 20017. Without the debt payment expenditure, the
District will be able to build up reserves and a capital improvement fund balance for
future repair and replacement costs of its street light infrastructure.
The proposed assessment amount for Fiscal Year 2017 -18 remains the same as Fiscal
Year 2016 -17 as shown below.
Citv Street Liahtina Assessments (District 1983 -1)
Property Type
Current Fiscal
Year
Proposed Fiscal
Year 2017 -18
Annual
Change ($)
Equivalent Dwelling Unit (EDU)
$19.34
$19.34
No Change
Commercial Per Acre
$106.37 per acre
$106.37 per acre
No Change
Landscaaina and Liahtina Maintenance Assessment District No. 1983 -2 (Tract 4719)
This assessment 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 61.61% of the total assessment to the single - family homes of
Dublin Hills Estates and 38.39% to the Amador Lakes Apartments. In addition to on-
going maintenance and utility costs, the Engineer's Report for Fiscal Year 2017 -18
allocates funds for improvements.
The assessment methodology approved in Fiscal Year 2003 -04 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. These factors are
updated in the Engineer's Report on an annual basis. The maximum assessment in the
Engineer's Report for Fiscal Year 2017 -18 is $474.86 per single family residence and
$79.29 per multi - family residence. The City has the ability to levy less than the
maximum based on reserve funds on hand and the budgeted costs for District
expenditures. The assessment for FY 2017 -18 is proposed to increase by 6.7% from
the previous year's levy. The following displays the current and proposed assessment:
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4.4
Property Type
Current Fiscal
Proposed Fiscal
Annual
Single Family Homes
Year
Year 2017 -2018
Change ($)
Dublin Hills Estates - Single Family
$361.63
$385.89
$ 24.26
Homes
$886.16
$919.68
$33.52
Amador Lakes - Apt / Condominiums
$61.12
$65.22
$ 4.10
Landscaaina and Liahtina Maintenance Assessment District No. 1986 -1 (Villaaes at
Willow Creek)
The assessment 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 Engineer's
Report for Fiscal Year 2017 -18 allocates funds for improvements.
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. These factors are updated in
the Engineer's Report on an annual basis. The maximum assessment in the Engineer's
Report for Fiscal Year 2017 -18 is $229.92 per single family residence, $114.96 per
multi - family residence, and $919.68 for the commercial parcel. The assessment for
Fiscal Year 2017 -87 is proposed to increase by 3.7 %, to equal the maximum levy
allowed. This assessment will help build the District reserves. The following displays
the current and proposed assessment:
Villaaes At Willow Creek Assessments (District 1986 -1)
Property Type
Current Fiscal
Year
Proposed Fiscal
Year 2017 -2018
Annual
Change ($)
Single Family Homes
$221.53
$229.92
$8.39
Amador Lakes - Apt /
Condominiums
$110.77
$114.96
$4.19
Commercial
$886.16
$919.68
$33.52
Landscaaina and Liahtina 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. The initial assessment was levied in Fiscal Year 1997-
1998. The area covered by this District is bound by Gleason Drive on the North,
Interstate 580 on the South, Arnold Road on the West, and Tassajara Road on the east.
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4.4
The District maintains portions of roadside landscaping for Dublin Boulevard, Hacienda
Drive, Central Parkway, Arnold Road, Tassajara Road (westerly portion), and Gleason
Drive. The District also maintains the trail and landscaping along the Tassajara Creek
channel. Median landscape maintenance is not included in this District. The total
developed acreage in this District is 421.87 acres.
As provided in the Engineer's Report, 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 maximum allowable assessment is updated in the Engineer's
Report on an annual basis. The maximum assessment per acre in the Engineer's
Report for Fiscal Year 2017 -18 is $1,321.80 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 2017 -18 activities is $903.85 per acre. This assessment remains
the same as the prior year and provides revenue for annual maintenance costs and a
capital improvement fund.
The density of the various housing units differ the allocation on a per acre basis and
result in different assessments as shown below:
Santa Rita Area Assessments (District 1997 -11
Property Type
Current Fiscal
Proposed Fiscal
Annual
Year
Year 2017 -2018
Change ($)
California Creekside single - family
$128.52 per lot
$128.52 per lot
$0.00
California Brookside multi - family
$55.69 per lot
$55.69 per lot
$0.00
SummerGlen - Richmond American
$112.54 per lot
$112.54 per lot
$0.00
(north) Single Family
SummerGlen - Richmond American
$123.85 per lot
$123.85 per lot
$0.00
(south)
SummerGlen - Kaufman & Broad
$172.36 per lot
$172.36 per lot
$0.00
SummerGlen - Pulte
$216.24 per lot
$216.24 per lot
$0.00
Dublin Greene Tract 7084 single-
$136.13 per lot
$136.13 per lot
$0.00
family
Dublin Greene Tract 7149 multi-
$102.50 per
$102.50 per unit
$0.00
family
unit
Dublin Greene Tract 7149
$53.43 per unit
$53.43 per unit
$0.00
condominium /apartment
Commercial (including retail, office,
$903.85 Per
$903.85 Per Acre
$0.00
and industrial uses, as well as
Acre
apartment properties)
Street Lighting Maintenance Assessment District No. 1999 -1
Assessment District 99 -1 funds the electricity, maintenance, and repair costs associated
with the decorative street lighting that has been installed in the Dublin Ranch area and
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in Tracts 7067, 7586, 8024, 8073, 8074. The City Council approved formation of this
District on June 1, 1999 and the initial assessment was levied in Fiscal Year 1999 -00.
The District also includes a capital improvement fund (CIF) reserve set aside to pay for
improvement projects outside the normal operations and maintenance costs. The CIF is
used to paint a portion of the decorative street light poles within the District. In addition
to pole painting, it is planned that in future years the CIF will be used to complete a
project to convert the existing decorative lights to more energy efficient LED lights.
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. These factors are updated in the
Engineer's Report on an annual basis. The maximum assessment in the Engineer's
Report for Fiscal Year 2017 -18 adjusted by the approved adjustment formula is $50.95
per single family residence and $280.23 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.
The Engineer's Report notes that although the Assessment District formula establishes
a maximum cost that can be levied, assessment required to fund Fiscal Year 2017 -18
activities is $41.67 per equivalent dwelling unit and $229.19 per acre of commercial use.
Eastern Dublin & Mountain Rise Place Street Lighting Assessments (District
1999 -11
Property Type
Current Fiscal
Year
Proposed Fiscal
Year 2017 -2018
Annual
Change ($)
Equivalent Dwelling Unit (EDU)
$ 41.67
$ 41.67
$0
Commercial Per Acre
$ 229.19 per acre
$ 229.19 per acre
$0
For the five assessment districts, Staff recommends that the City Council adopt the
resolution approving the respective Engineer's Reports and a resolution scheduling
schedule a public hearing for June 20, 2017, as the time and date for hearing comments
on the proposed assessment.
NOTICING REQUIREMENTS /PUBLIC OUTREACH:
Following the City Council's approval of the 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. Engineer's Report - 83 -1
2. Engineer's Report - 83 -2
3. Engineer's Report - 86 -1
4. Engineer's Report - 97 -1
5. Engineer's Report - 99 -1
6. Resolution Approving Preliminary Engineer's Reports
7. Resolution to Set Public Hearing for Assessment Districts
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ENGINEER’S REPORT
Street Lighting Maintenance
District No. 1983-1
Fiscal Year 2017‐18
For the
CITY OF DUBLIN
Alameda County, California
June 6, 2017
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
i
Table of Contents
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 ............................................................................................................ 9
4.1 GENERAL ....................................................................................................................................... 9
4.2 BENEFIT ANALYSIS ......................................................................................................................... 9
General Benefits.................................................................................................................................... 9
Special Benefits ................................................................................................................................... 10
Non‐Assessable Properties ................................................................................................................. 10
4.3 ASSESSMENT METHODOLOGY .................................................................................................... 11
5 ASSESSMENT ROLL .............................................................................................................................. 13
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
ii
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT
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: June 6, 2017
BY: K. Dennis Klingelhofer
Assessment Engineer
R.C.E. No. 50255
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
1
1 OVERVIEW
1.1 INTRODUCTION
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.
General Description of the District
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 as
Appendix A.
Compliance with the California Constitution
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), 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.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
2
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 re quirements 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.
Summary of Proposed Assessment and Expenditures
A summary of the assessments to be levied for each property type are shown in the table below. Based
upon the estimated expenditures, a transfer will be needed from the Operating Fund Balance for Fiscal
Year 2017‐18, and is also reflected in the projected fund balance as of June 30, 2017. 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
by receiving approval by voters within the District.
Property Type Assessment Rate
Single Family Residential (SFR)$19.34 per Parcel
Condominium $19.34 per Unit
Duplex, Multi‐Family Residential $38.68 per Parcel
Triplex, Multi‐Family Residential$58.02 per Parcel
Fourplex, Multi‐Family Residential $77.36 per Parcel
Apartments, ,Multi‐Familiy Residential $116.04 per Parcel
Commercial/Industrial/Institutional$106.37 per Acre
Vacant Commercial $53.185 per Acre
Rural $9.67 per Parcel
Exempt, Cemeteries, Common Open Space $0 per Parcel
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
3
2 IMPROVEMENTS
The District provides for the continued installation, maintenance and servicing of street lighting
improvements within the public right‐of‐ways which provide special benefit to parcels and properties
within the District.
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.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
4
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.
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.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
5
$‐
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Change in Purchasing Power
Change in Purchasing Power
3 BUDGET
All public streetlights and other eligible improvements within the District are maintained and serviced on
a regular basis, using assessment revenues. Since the assessment rate cannot be increased, due to 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 more quickly than the increase in assessment
revenue as a result of growth.
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 2017‐18, the budget assumes
a 5% increase for the County maintenance contract, and 6% increase for electricity rates.
The following describes the services and costs shown in the budget.
DIRECT COSTS:
Operating Supplies – 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.
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Street Lighting Maintenance District No. 1983‐1
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Fiscal Year 2017‐18
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Contract with Alameda County – The cost of street light maintenance provided from the County of
Alameda based on the current fiscal year contract.
California Street Light Association – The cost of Street Light Association dues based on the relative
number of streetlights within the District.
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.
County per Parcel Fee – The cost to the District for the County to collect assessments on the property tax
bills. Alameda County charges 1.7% of the total amount levied.
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 Operating
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
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Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
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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.
Delinquency Contingency – This is the estimated amount designated for delinquent property tax
payments that the County is unable to collect in a given year.
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.
The following page shows the budget.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
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Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
9
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 o f 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.
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Street Lighting Maintenance District No. 1983‐1
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Fiscal Year 2017‐18
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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.
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.
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Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
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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.
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%).
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.
Property Type EDU Factor
Single Family Residential (SFR)1.00 per Parcel
Condominium 1.00 per Unit
Duplex, Multi‐Family Residential 2.00 per Parcel
Triplex, Multi‐Family Residential3.00 per Parcel
Fourplex, Multi‐Family Residential 4.00 per Parcel
Apartments, ,Multi‐Familiy Residential 6.00 per Parcel
Commercial/Industrial/Institutional5.50 per Acre
Vacant Commercial 2.75 per Acre
Rural 0.50 per Parcel
Exempt, Cemeteries, Common Open Space 0.00 per Parcel
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Street Lighting Maintenance District No. 1983‐1
City of Dublin
Fiscal Year 2017‐18
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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 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.
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Street Lighting Maintenance District No. 1983‐1
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5 ASSESSMENT ROLL
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 2017‐18.
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
Fiscal Year 2017‐18
For the
CITY OF DUBLIN
Alameda County, California
June 6, 2017
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
i
Table of Contents
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
General Benefits.................................................................................................................................. 10
Special Benefits ................................................................................................................................... 11
Non‐Assessable Properties ................................................................................................................. 11
4.3 ASSESSMENT METHODOLOGY .................................................................................................... 12
5 ASSESSMENT ROLL .............................................................................................................................. 13
Appendix A ‐ Boundary Map
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
ii
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT
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: June 6, 2017
BY: K. Dennis Klingelhofer
Assessment Engineer
R.C.E. No. 50255
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
1
1 OVERVIEW
1.1 INTRODUCTION
The City of Dublin (“City”) levies and collects special assessments on parcels within the City of Dublin
Landscape and Lighting 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.
General Description of the District
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.
Compliance with the California Constitution
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.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
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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.
Summary of Proposed Assessment and Expenditures
A summary of the assessments to be levied for each property type are shown in the table below
Property Type Assessment Rate
Single Family Residential (SFR)$385.89 per Parcel
Multi‐Family Residential (MFR)$65.22 per Unit
Exempt, Cemeteries, Common Open Space $0.00 per Parcel
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
3
2 IMPROVEMENTS
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.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
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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 on file in the City’s Engineering
Department and are made a part of this report by reference.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
5
3 BUDGET
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 fiscal year 2018‐19 and 2019‐20, the budget assumes a 5% increase for water, and a 6%
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.
County per Parcel Fee – The cost to the District for the County to collect assessments on the property tax
bills. Alameda County charges 1.7% of the total levy amount.
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 Operating
Reserve eliminates the need for the City to transfer funds from non‐District accounts to pay for
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
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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 operati on 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 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
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
7
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 2017‐18 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 2017‐18
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.
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.
The following page shows the budget.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
8
Adjusted Estimated ProposedForecastedForecasted
BudgetExpensesBudgetBudgetBudget
FY 2016‐17FY 2016‐17FY 2017‐18FY 2018‐19FY 2019‐20
Maintenance ‐ Tree (General)23,150$ 20,000$ 22,400$ 23,520$ 24,696$
Maintenance ‐ Landscape (MCE Base Amount)20,032$ 23,494$ 24,904$ 26,398$ 27,982$
Maintenance ‐ Landscape (MCE Additional)8,468$ ‐$ 8,468$ ‐$ ‐$
Utilities ‐ Water30,600$ 21,698$ 32,200$ 33,810$ 35,501$
Utilities ‐ Electricity1,350$ 914$ 1,430$ 1,516$ 1,607$
Miscellaneous Expenses‐$ ‐$ ‐$ ‐$ ‐$
Legal Notices180$ 180$ 180$ 500$ 515$
TOTAL DIRECT83,780$ 66,286$ 89,582$ 85,744$ 90,300$
District Administration2,772$ 2,400$ 2,772$ 2,855$ 2,941$
Public Works Administration‐$ ‐$ ‐$ 3,000$ 3,180$
County per Assessment Collection Fee1,497$ 1,497$ 1,597$ 1,584$ 1,668$
TOTAL ADMINISTRATION4,269$ 3,897$ 4,369$ 7,439$ 7,788$
TOTAL DIRECT AND ADMIN COSTS88,049$ 70,182$ 93,951$ 93,183$ 98,088$
Reserve Collection/(Transfer)‐$ 17,867$ ‐$ ‐$ ‐$
Capital Improvement Fund Collection/(Transfer)‐$ ‐$ ‐$ ‐$ ‐$
General Fund Loan Repayment/(Advance)‐$ ‐$ ‐$ ‐$ ‐$
Other Revenues/(General Fund Contributions)‐$ ‐$ ‐$ ‐$ ‐$
TOTAL ADJUSTMENTS ‐$ 17,867$ ‐$ ‐$ ‐$
Balance to Levy (Budgeted)88,049$ 88,049$ 93,951$ 93,183$ 98,088$
Balance to Levy (Actual)88,049$ 70,182$ 93,951$ 93,183$ 98,088$
Actual Collection Variance0$ 17,867$ ‐$ ‐$ ‐$
APPLIED CHARGE88,049$ 88,049$ 93,951$ 93,183$ 98,088$
Total Revenue at Maximum Rate110,877$ 110,877$ 116,759$ 120,790$ 124,987$
Variance above/(below) Maximum Revenue(22,828)$ (22,828)$ (22,808)$ (27,607)$ (26,899)$
Total Parcels 715 715 715 715 715
Total Parcels Levied703 703 703 703 703
Total SFR Count150 150 150 150 150
Total MFR Count553 553 553 553 553
Beginning Reserve Fund Balance119,104$ 119,104$ 138,757$ 140,838$ 142,951$
Reserve Fund Adjustments‐$ 17,867$ ‐$ ‐$ ‐$
Prior/Penalties/Public Damage‐$ ‐$ ‐$ ‐$ ‐$
Interest1,353$ 1,787$ 2,081$ 2,113$ 2,144$
Reserve Balance at End of Year119,104$ 138,757$ 140,838$ 142,951$ 145,095$
ASSESSMENT REVENUE CALCULATION
Balance to Levy for SFR (61.61% of Total Applied Levy)54,245$ 54,245$ 57,883$ 57,410$ 60,432$
Applied Levy per SFR361.63$ 361.63$ 385.89$ 382.73$ 402.88$
Maximum Levy per SFR prior year445.52$ 445.52$ 457.52$ 481.76$ 498.36$
Maximum Levy per SFR current year457.52$ 457.52$ 481.76$ 498.36$ 515.64$
Balance to Levy for MFR (38.39% of Total Applied Levy)33,799$ 33,802$ 36,068$ 35,773$ 37,656$
Applied Levy per MFR61.12$ 61.12$ 65.22$ 64.69$ 68.09$
Maximum Levy per MFR prior year66.97$ 66.97$ 76.40$ 80.46$ 83.25$
Maximum Levy per MFR current year76.40$ 76.40$ 80.46$ 83.25$ 86.15$
FUND BALANCE INFORMATION
City of Dublin
Street Lighting Maintenance Assessment District 1983‐2
DIRECT COSTS
ADMINISTRATION COSTS
COLLECTIONS/(CREDITS) APPLIED TO LEVY
DISTRICT STATISTICS
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
9
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. In Fiscal Year 2003‐04, 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.
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.
ProposedForecastForecast
BudgetBudgetBudget
ItemFY 2017‐18FY 2018‐19FY 2019‐20
CPI April Prior Year264.565274.589280.081
CPI April Current Year274.589280.081285.682
% Increase/(Decrease)3.789%2.000%2.000%
Prior Year Maximum Levy per SFR$457.52$481.76$498.36
Prior Year Maximum Levy per MFR$76.40$80.46$83.25
Current Year Maximum Levy per SFR CPI only$474.86$491.40$508.33
Current Year Maximum Levy per MFR CPI only$79.29$82.07$84.91
Combined Utility Costs Current Year$33,630$35,326$37,107
Combined Utility Costs Prior Year$31,950$33,630$35,326
% Change in Combined Utility Costs 5.26%5.04%5.04%
Change in Combined Utilities $1,680$1,696$1,781
Spread to SFR (61.6%)$1,035$1,045$1,098
Spread to MFR (38.4%)$645$651$684
Amount per SFR for Utilities$6.90$6.97$7.32
Amount per MFR for Utilities$1.17$1.18$1.24
Maximum Levy per SFR current year$481.76$498.36$515.64
Maximum Levy per MFR current year$80.46$83.25$86.15
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
10
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 o f 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.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
11
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 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
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
12
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 as follows:
Sixty‐one 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.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
13
5 ASSESSMENT ROLL
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 2017‐18.
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.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1983‐2
City of Dublin
Fiscal Year 2017‐18
14
APPENDIX A – ASSESSMENT DIAGRAM
ENGINEER’S REPORT
Landscape and Lighting
District No. 1986-1
Fiscal Year 2017‐18
For the
CITY OF DUBLIN
Alameda County, California
June 6, 2017
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
i
Table of Contents
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 .............................................................................. 9
4 METHOD OF APPORTIONMENT .......................................................................................................... 10
4.1 GENERAL ..................................................................................................................................... 10
4.2 BENEFIT ANALYSIS ....................................................................................................................... 10
General Benefits.................................................................................................................................. 10
Special Benefits ................................................................................................................................... 11
Non‐Assessable Properties ................................................................................................................. 11
4.3 ASSESSMENT METHODOLOGY .................................................................................................... 12
5 ASSESSMENT ROLL .............................................................................................................................. 13
Appendix A ‐ Boundary Map
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
ii
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT
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: June 6, 2017
BY: K. Dennis Klingelhofer
Assessment Engineer
R.C.E. No. 50255
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
2
1 OVERVIEW
1.1 INTRODUCTION
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.
General Description of the District
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.
Compliance with the California Constitution
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.
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
3
Summary of Proposed Assessment and Expenditures
A summary of the assessments to be levied for each property type is shown in the table below.
Property Type
Single Family Residential (SFR)1.00perParcel$229.92perParcel
Multi‐Family Residential (MFR)0.50perUnit$114.96perUnit
Commercial4.00perParcel$919.68perParcel
Exempt, Cemeteries, Common Open Space 0.00perParcel$0.00perParcel
Assessment RateEDU Factor
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
4
2 IMPROVEMENTS
The District provides for the continued maintenance and servicing of landscaping, including fencing and
sound‐walls 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 of 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 on file in the City’s Engineering
Department and are made a part of this report by reference.
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
5
3 BUDGET
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 2018‐19 and 2019‐20, the budget assumes a 5% increase for water, and a 6%
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.
County per Parcel Fee – The cost to the District for the County to collect assessments on the property tax
bills. Alameda County charges 1.7% of the total amount levied.
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 Operating
Reserve eliminates the need for the City to transfer funds from non‐District accounts to pay for
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
6
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 operati on 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 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 a given year.
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
7
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.
The following page shows the budget.
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
8
Adjusted Estimated ProposedForecastedForecasted
BudgetExpensesBudgetBudgetBudget
FY 2016‐17FY 2016‐17FY 2017‐18FY 2018‐19FY 2019‐20
Maintenance ‐ Tree (General)28,800$ 41,007$ 30,500$ 32,025$ 33,626$
Maintenance ‐ Landscape (MCE Base Amount)35,024$ 35,000$ 8,468$ 8,976$ 9,515$
Maintenance ‐ Landscape (MCE Additional)12,539$ ‐$ 12,539$ ‐$ ‐$
Utilities ‐ Water57,700$ 39,060$ 81,200$ 85,260$ 89,523$
Utilities ‐ Electricity1,870$ 1,832$ 2,000$ 2,120$ 2,247$
Miscellaneous Expenses‐$ ‐$ ‐$ ‐$ ‐$
Legal Notices180$ 180$ 180$ 500$ 515$
TOTAL DIRECT136,113$ 117,079$ 134,887$ 128,881$ 135,426$
District Administration2,772$ 2,400$ 2,772$ 2,855$ 2,941$
Public Works Administration‐$ ‐$ ‐$ 3,000$ 3,180$
County per Assessment Collection Fee2,454$ 2,454$ 2,547$ 2,597$ 2,649$
TOTAL ADMINISTRATION5,226$ 4,854$ 5,319$ 8,453$ 8,770$
TOTAL DIRECT AND ADMIN COSTS141,339$ 121,933$ 140,206$ 137,334$ 144,196$
Reserve Collection/(Transfer)2,988$ 22,394$ 9,590$ 15,457$ 11,651$
Capital Improvement Fund Collection/(Transfer)‐$ ‐$ ‐$ ‐$ ‐$
General Fund Loan Repayment/(Advance)‐$ ‐$ ‐$ ‐$ ‐$
Other Revenues/(General Fund Contributions)‐$ ‐$ ‐$ ‐$ ‐$
TOTAL ADJUSTMENTS2,988$ 22,394$ 9,590$ 15,457$ 11,651$
Balance to Levy (Budgeted)144,329$ 144,329$ 149,795$ 152,791$ 155,847$
Balance to Levy (Actual)141,339$ 121,933$ 140,206$ 137,334$ 144,196$
Actual Collection Variance2,990$ 22,396$ 9,590$ 15,457$ 11,651$
APPLIED CHARGE144,327$ 144,327$ 149,795$ 152,791$ 155,847$
Total Revenue at Maximum Rate144,327$ 144,327$ 149,795$ 152,791$ 155,847$
Variance above/(below) Maximum Revenue‐$ ‐$ ‐$ ‐$ ‐$
Total Parcels 1,021 1,021 1,021 1,021 1,021
Total Parcels Levied948 948 948 948 948
Total Equivalent Dwelling Units652 652 652 652 652
Proposed Levy per EDU221.53$ 221.53$ 229.92$ 234.52$ 239.21$
Max Levy per EDU221.53$ 221.53$ 229.92$ 234.52$ 239.21$
Applied Levy221.53$ 221.53$ 229.92$ 234.52$ 239.21$
Beginning Reserve Fund Balance 220,857$ 220,857$ 246,565$ 259,853$ 279,208$
Reserve Fund Adjustments2,988$ 22,394$ 9,590$ 15,457$ 75,272$
Prior/Penalties/Public Damage‐$ ‐$ ‐$ ‐$ ‐$
Interest1,353$ 3,313$ 3,698$ 3,898$ 4,188$
Reserve Balance at End of Year220,857$ 246,565$ 259,853$ 279,208$ 358,669$
FUND BALANCE INFORMATION
City of Dublin
Street Lighting Maintenance Assessment District 1986‐1
DIRECT COSTS
ADMINISTRATION COSTS
COLLECTIONS/(CREDITS) APPLIED TO LEVY
DISTRICT STATISTICS
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
9
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. In Fiscal Year 2001‐02, 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 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 2017‐18.
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.
ProposedForecastForecast
BudgetBudgetBudget
ItemFY 2017‐18FY 2018‐19FY 2019‐20
CPI April Prior Year264.565274.589280.081
CPI April Current Year274.589280.081285.682
% Increase/(Decrease)3.789%2.000%2.000%
Prior Year Maximum Levy per EDU$221.53$229.92$234.52
Current Year Maximum Levy per EDU CPI only$229.92$234.52$239.21
Combined Utility Costs Current Year$83,200$87,380$91,770
Combined Utility Costs Prior Year$40,892$83,200$87,380
% Change in Combined Utility Costs 103.46%5.02%5.02%
Change in Combined Utilities $42,308$4,180$4,390
Amount per EDU for Utilities$64.94$6.42$6.74
Maximum Levy per EDU current year$229.92$234.52$239.21
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
10
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 toj 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 o f 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.
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
11
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 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.
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
12
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).
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.
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 mult i‐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 EDUs = Levy per EDU (Rate)
Parcel EDU x Levy per EDU = Parcel Levy Amount
Property Type
Single Family Residential (SFR)1.00perParcel
Multi‐Family Residential (MFR)0.50perUnit
Commercial4.00perParcel
Exempt, Cemeteries, Common Open Space 0.00perParcel
EDU Factor
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
13
5 ASSESSMENT ROLL
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 2017‐18.
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.
Engineer’s Report June 6, 2017
Landscaping and Lighting District No. 1986‐1
City of Dublin
Fiscal Year 2017‐18
14
APPENDIX A – ASSESSMENT DIAGRAM
ENGINEER’S REPORT
Landscape and Lighting
District No. 1997-1
Fiscal Year 2017‐18
For the
CITY OF DUBLIN
Alameda County, California
June 6, 2017
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
i
Table of Contents
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 ............................................................................ 10
4 METHOD OF APPORTIONMENT .......................................................................................................... 10
4.1 GENERAL ..................................................................................................................................... 11
4.2 BENEFIT ANALYSIS ....................................................................................................................... 11
General Benefits.................................................................................................................................. 11
Special Benefits ................................................................................................................................... 11
Non‐Assessable Properties ................................................................................................................. 12
4.3 ASSESSMENT METHODOLOGY .................................................................................................... 12
4.4 Rate Classifications ..................................................................................................................... 13
5 ASSESSMENT ROLL .............................................................................................................................. 13
Appendix A ‐ Boundary Map
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
ii
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT
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: June 6, 2017
BY: K. Dennis Klingelhofer
Assessment Engineer
R.C.E. No. 50255
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
1
1 OVERVIEW
1.1 INTRODUCTION
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.
General Description of the District
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.
Compliance with the California Constitution
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.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
2
Summary of Proposed Assessment and Expenditures
A summary of the assessments to be levied for each property type are shown in the table below
Property Type
California Creekside Single‐Family Residential (SFR) $128.52perParcel
California Brookside Multi‐Family Residential (MFR) $55.69perUnit
Summer Glen ‐ Richmond American (North) Lots $112.54perParcel
Summer Glen ‐ Richmond American (South) Lots $123.85perParcel
Summer Glen ‐ Kaufman & Broad Lots $172.36perParcel
Summer Glen ‐ Pulte Lots $216.24perParcel
Dublin Greene Tract 7084 Single Family Residential $136.13perParcel
Dublin Greene Tract 7149 Single Family Residential $102.50perParcel
Dublin Greene Tract 7149 Condominiums $53.43perUnit
Retail, Office, and Industrial $903.85perAcre
Assessment Rate
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
3
2 IMPROVEMENTS
The District provides for the continued maintenance and servicing of the landscaping and open space
areas within the following areas:
1. Portions of 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 Hacienda Drive to Tassajara
Road, excluding the elementary school and Emerald Glen Park frontage landscaping.
3. The southerly street frontage for Gleason Drive, from Arnold Road to Tassajara Creek
4. The easterly street frontage for Arnold Road, from Central Parkway to Gleason Drive.
5. The easterly street frontage for Hacienda Drive, from Summer Glen Drive to Gleason Drive and
westerly street frontage for Hacienda Drive, from Central Parkway to Gleason Drive.
6. Tassajara Creek and trail, from I‐580 to the northerly property boundary of the Alameda County
Surplus Property Authority property (APN 986‐1‐1¬10).
7. 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.
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;
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
4
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.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
5
3 BUDGET
All landscaping and other eligible improvements within the District are maintained and serviced on a
regular basis. 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) based upon
the estimated expenditures and assessment revenue. Projected budgets are also shown for the next 2
fiscal years. For fiscal year 2018‐19 and 2019‐20, the budget assumes a 5% increase for water, and a 6%
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 landscaping and open space areas.
Utilities Water – The cost of furnishing water for maintenance of landscape and irrigation systems.
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. Alameda County charges 1.7% of the total amount levied.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
6
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 Operating
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 operati on 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 proposed expenditures. Generally, all
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
7
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 a given year.
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 Developed Acreage – The total acreage within the District that will receive the special benefits
during the current fiscal year.
Proposed Levy per Acre – The proposed assessment per acre within the District for the current fiscal year.
Maximum Levy per Acre – This is the maximum rate per acre allowable within the District for the current
fiscal year.
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.
The following page shows the budget.
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
8
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
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Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
10
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
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
ProposedForecastForecast
BudgetBudgetBudget
ItemFY 2017‐18FY 2018‐19FY 2019‐20
CPI April Prior Year264.565274.589280.081
CPI April Current Year274.589280.081285.682
% Increase/(Decrease)3.789%2.000%2.000%
Prior Year Maximum Levy per EDU$931.91$967.22$986.56
Current Year Maximum Levy per EDU CPI only$967.22$986.56$1,006.29
Combined Utility Costs Current Year$96,540$101,372$106,447
Combined Utility Costs Prior Year$82,033$96,540$101,372
% Change in Combined Utility Costs 17.68%5.01%5.01%
Change in Combined Utilities $14,507$4,832$5,074
Prior Year Levy for Utilities$301.30$354.59$372.34
Current Amount per Acre Utilities$354.59$372.34$390.97
Maximum Levy per Acre Current Year$1,321.80$1,358.90$1,397.27
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
11
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 o f 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
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
12
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 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
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
13
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.
Commercial (including retail, office, and industrial uses, as well as apartment properties) are assessed
based on the per‐acre figure of $963.42 multiplied by the number of acres per individual lot for Fiscal
Year 2017‐18.
5 ASSESSMENT ROLL
Engineer’s Report June 6, 2017
Landscape and Lighting District No. 1997‐1
City of Dublin
Fiscal Year 2017‐18
14
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 2017‐18.
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
Street Lighting Maintenance
Assessment District No. 1999‐1
(Dublin Ranch and Tracts 7067, 7856, 8024, 8073 & 8074)
Fiscal Year 2017‐18
For the
City of Dublin
Alameda County, California
June 6, 2017
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
i
Table of Contents
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 .............................................................................. 9
4 METHOD OF APPORTIONMENT .......................................................................................................... 10
4.1 GENERAL ..................................................................................................................................... 10
4.2 BENEFIT ANALYSIS ....................................................................................................................... 10
General Benefits.................................................................................................................................. 10
Special Benefits ................................................................................................................................... 11
Non‐Assessable Properties ................................................................................................................. 11
4.3 ASSESSMENT METHODOLOGY .................................................................................................... 12
5 ASSESSMENT ROLL .............................................................................................................................. 13
Appendix A ‐ Boundary Map
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
ii
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT
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: June 6, 2017
BY: K. Dennis Klingelhofer
Assessment Engineer
R.C.E. No. 50255
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
1
1 OVERVIEW
1.1 INTRODUCTION
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.
General Description of the District
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.
Compliance with the California Constitution
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 it
is 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.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
2
Summary of Proposed Assessment and Expenditures
A summary of the assessments to be levied for each property type is shown in the table below.
Property Type
Single Family Residential (SFR)1.00perParcel$41.67perParcel
Commercial5.50perParcel$229.19perParcel
Exempt, Cemeteries, Common Open Space 0.00perParcel$0.00perParcel
EDU Factor Assessment Rate
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
3
2 IMPROVEMENTS
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
capital improvement project 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. Anticipated projects include LED conversions
and pole painting. The funds are not considered part of the regular maintenance of the improvements or
of the Operating 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).
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;
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
4
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 on file in the City’s Engineering
Department and are made a part of this report by reference.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
5
3 BUDGET
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 2018‐19 and 2019‐20, the budget assumes a 15% increase for the County
maintenance contract, and 5% increase for electricity rates.
The following describes the services and costs shown in the budget.
DIRECT COSTS:
Operating Supplies – 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.
California Street Light Association – The cost of Street Light Association dues based on relative number
of lights within the District.
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. Alameda County charges 1.7% of the total amount levied.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
6
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 Operating
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.
Delinquency Contingency – This is the estimated amount designated for delinquent property tax
payments that the County is unable to collect in a given year.
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 in the District applied to the parcels described above.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
7
Proposed 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 Allowed 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.
The following page shows the budget.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
8
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
9
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” (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 2017‐18.
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.
ItemFY 2017‐18FY 2018‐19FY 2019‐20
CPI April Prior Year264.565274.589280.081
CPI April Current Year274.589280.081285.682
% Increase/(Decrease)3.789%2.000%2.000%
Prior Year Maximum Levy per EDU$30.18$31.32$31.95
Current Year Maximum Levy per EDU CPI only$31.32$31.95$32.59
Electricity Costs Current Year$123,261$128,191$133,319
ElectricityCosts Prior Year$117,847$123,261$128,191
% Change in Electricity Costs 4.59%4.00%4.00%
Change in Electricity$5,414$4,930$5,128
Maximum Per EDU for Electricity$19.63$19.63$19.63
Maximum Levy per EDU Current Year$50.95$51.58$52.22
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
10
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 o f 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.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
11
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.
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 parcel, of which these "sliver" parcels are a part, are assessed
at the Residential Zone rate.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
12
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.
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.
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
Property Type
Single Family Residential (SFR)1.00perParcel
Commercial5.50perParcel
Exempt, Cemeteries, Common Open Space 0.00perParcel
EDU Factor
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
13
5 ASSESSMENT ROLL
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 2017‐18.
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.
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
14
APPENDIX A – DISTRICT BOUNDARY MAP
Engineer’s Report June 6, 2017
Street Lighting Maintenance District No. 1999‐1
City of Dublin
Fiscal Year 2017‐18
15
RESOLUTION NO. XX - 17
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
* * * * * * * * * * *
APPROVING THE ENGINEER'S REPORT, CONFIRMING DIAGRAM
AND ASSESSMENT, AND ORDERING LEVY OF ASSESSMENT
CITY OF DUBLIN STREET LIGHTING MAINTENANCE ASSESSMENT DISTRICT NO. 1983-
1, LANDSCAPE AND LIGHTING DISTRICT 1983-3, LANDSCAPE AND LIGHTING DISTRICT
1986-1, LANDSCAPE AND LIGHTING DISTRICT 1997-1, AND STREET LIGHTING
MAINTENANCE ASSESSMENT DISTRICT 1999-1
WHEREAS, by its Resolution Nos. 12-17, 13-17, 14-17, 15-17, and 16-17 (the “Resolutions”),
directing preparation of annual reports for City of Dublin Street Lighting Maintenance Assessment
Districts and Landscaping and Lighting Districts (the Districts”), the City Council designated the City
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 reports were 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
reports should stand as Engineer's Reports for all subsequent proceedings under and pursuant
to the aforesaid Resolutions and that June 20, 2017, 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 reports 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 each of the Districts 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 Districts 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.
PASSED, APPROVED AND ADOPTED this 20th day of June, 2017, by the following
vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
______________________________
Mayor
ATTEST:
_________________________________
City Clerk