HomeMy WebLinkAbout4.3 Two-Year Strategic Plan Quarterly Update isED Agenda Item 4.3
11Ll �l STAFF REPORT
CITY COUNCIL
DATE: May 2, 2023
TO: Honorable Mayor and City Councilmembers
FROM: Linda Smith, City Manager
SU B.1ECT: Two-Year Strategic Plan Quarterly Update
Prepared by: John Stefanski,Assistant to the City Manager
EXECUTIVE SUMMARY:
The City Council will receive a status update on the City's Two-Year Strategic Plan.
STAFF RECOMMENDATION :
Receive the report.
FINANCIAL IMPACT:
None.
DESCRIPTION :
The City Council adopted the City's Two-Year Strategic Plan on April 19, 2020. This Plan sets the
overall direction for the City, guiding resources and setting specific objectives to drive City action.
The Plan coincides with Fiscal Years 2022-23 and 2023-24.
This report represents the third of eight quarterly Strategic Plan updates, covering the period of
January 1, 2023,through March 31, 2023. Updates for the strategies and objectives are provided in
Attachment 1.
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH :
The City Council Agenda was posted.
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ATTACHMENTS:
1) Strategic Plan Quarterly Update
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Attachment I —Strategic Plan Quarterly Update
Strategy 1 Downtown Dublin and Economic Development
Objective A Continue support of the downtown preferred vision and downtown specific plan including improving visual
and environmental quality and evaluating specific business uses.
Prior Update: Planning Staff is reviewing the Downtown Preferred Vision (DPV) and the applicant's master site plan to identify
amendments to the DDSP to implement the DPV.
Staff and Avalon Bay are working on a large-scale public art piece that will parallel the north side of the St. Patrick's
Way extension between Golden Gate Drive and Regional Street. The nearly 400-foot-long piece of art will help create a
sense of place in a future civic gathering space downtown and provide a visual barrier along the back of a large retail
center.
New Update: Planning staff is continuing to work with the majority owner of the Dublin Place shopping center as they refine their
plan to implement the Downtown Preferred Vision.Staff is also working with the owner of the Corrie Center on an
application to renovate the existing office building and construct a gymnasium building for the BASIS School to
operate at this location. Lastly, Staff is working to complete the Parking Study as part of the Downtown Preferred
Vision.
Objective B Pursue mixed-use projects to create economic vitality.
Prior Update: The work being done as part of Objective A will include a mixed-use development project bordering the town square.
Staff also continue to have discussions with developers who are interested in other areas of the Downtown Dublin
Specific Plan area for mixed-use opportunities.
New Update: No change from prior update.
Objective C Grant conditional tax and/or development fee relief for new developments in the Downtown.
Prior Update: Staff has begun research on such incentive programs throughout the State.
New Update: No change from prior update.
Objective D Support local businesses and new business attractions (ensure revenue-generating industries).
Prior Update: Staff developed and distributed the first Holiday Gift Guide with more than 50 businesses participating. In addition,
two business webinars were held.
For business attraction,Staff has been reaching out to retailers and food and beverage tenants regarding second-
generation restaurant spaces available. Several new tenants have signed leases and have submitted plans for their
tenant improvements including but not limited to Anjappar, Cloves, Pizza My Heart,Angus the Butcher Shop, Five
Below,and VinFast.
The City received and is processing an application for the redevelopment of the Hexcel Corporation site for a new
business park to support the life science industry.
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Attachment I —Strategic Plan Quarterly Update
New Update: Staff launched the Dublin Marketplace Loyalty Rewards Program to help support Dublin small businesses.Staff also
continued to hold business roundtables with different industry sectors,hosted webinars for the business community,
and relaunched the Business Visitation Program after a hiatus due to the pandemic. In addition,Staff launched the
Dublin Business Corner,a free library of on-demand training courses designed to empower and educate small
business owners.
Regarding business attraction,Staff has been working with new prospective tenants with recently signed leases
including Silver Oven&Grill, Feng Cha Teahouse,Grocery Outlet,Teazzi Tea Shop, Mao Izakaya&Sushi, Building Kidz
of Dublin,Tailored Shared Services LLC, Santa Maria Café, Cuppa Yo, Safelite Auto Glass,AT&T, Dublin Taqueria,
Dave's Hot Chicken,and Serendipity Labs.
Objective E Continue the Fallon-East development strategy.
Prior Update: Staff is processing a preliminary application from GH PacVest. _
New Update: The Planning Commission approved an application for a Planned Development Zoning Stage 2 Development Plan and
Tentative Map for the Branaugh property. Staff is processing preliminary applications for the GH PacVest and Righetti
properties.
Strategy 2 Housing Affordability
Objective A Develop a Certified Housing Element that balances the location of housing options for all income types.
Prior Update: The City Council adopted the Housing Element on November 15, 2022. Staff then submitted the Housing Element to
HCD for their 60-day review and is awaiting certification or comments from HCD.
New Update: HCD provided minor comments regarding the Housing Element. Staff is working with HCD to address those comments.
Objective B Ensure the City's inclusionary zoning regulations incentivize targeted housing production.
Prior Update: Staff is preparing a request for proposals (RFP) from qualified consultants to assist with this effort in concert with
Objective 2.C.
New Update: Staff issued an RFP to assist with preparing an inclusionary zoning feasibility study and Commercial Linkage Fee
nexus study in concert with Objective 2.C. Proposals were received from five consultants.The City Council approved
an agreement with EPS Consulting on April 18.
Objective C Prepare a nexus study to evaluate the affordable housing commercial linkage fee and affordable housing in-
lieu fee for for-sale and rental housing.
Prior Update: Staff is preparing an RFP from qualified consultants to assist with this effort in concert with Objective 2.B.
New Update: Staff issued an RFP to assist with preparing an inclusionary zoning feasibility study and Commercial Linkage Fee
nexus study in concert with Objective 2.B. Proposals were received from five consultants.The City Council approved
an agreement with EPS Consulting on April 18.
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Attachment I —Strategic Plan Quarterly Update
Objective D Facilitate the production of affordable housing for lower income seniors,workforce,and special needs
households.
Prior Update: The City was awarded a$3.3M Local Housing Trust Fund Grant from the California Department of Housing and
Community Development for the 300-unit Amador Station affordable housing project adjacent to the West
Dublin/Pleasanton BART Station.
Additionally, Staff is working with the Amador Station development team on modifications to the project phasing and
the terms of a pre-construction loan which is anticipated to be considered by the City Council in February 2023. Staff
continues to work with Eden Housing to construct the 113-unit Regional Street Senior Affordable Housing
development. Staff continues to work with Alameda County staff to assign the Transit Center D-1 site to Eden Housing
for an affordable housing development.
New Update: The City Council approved the Amador Station First Amended and Restated Community Benefit Program Agreement
and Amended and Restated Affordable Housing Assistance Agreement and Transfer of the Agreements to The Related
Companies of California. Staff continues to work with Alameda County staff to assign the Transit Center Site D-1 to
Eden Housing for an affordable housing development.
Objective E Review the housing market analysis and establish a strategy to meet the"middle market"demand,if needed,
to ensure right mix.
Prior Update: Not started.
New Update: Staff is in the process of evaluating middle market housing demand.
Objective F Review ownership programs for first-time buyers and explore alternative options.
Prior Update: Not started.
New Update: No change from prior update.
Strategy 3 Infrastructure Maintenance and Reinvestment
Objective A Use surplus and lump sum funding to increase the City's internal service funds.
Prior Update: The FY 22-23 Budget includes a$2 million transfer to the Internal Service Fund for facilities preventative
maintenance.
New Update: The FY 23-24 preliminary budget includes a$2 million transfer to the Internal Service Fund for facilities preventative
maintenance.
Objective B Provide on-going condition assessments of aging city facilities and assets.
Prior Update: The City successfully recruited and hired a Maintenance Coordinator with a January 2023 start date.
New Update: No change from prior update.
Objective C Explore finance options for long-term pavement management needs.
Prior Update: Staff applied for the next round of MTC funding through the Pavement Technical Assistance Program (P-TAP).
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Attachment I —Strategic Plan Quarterly Update
New Update: The City received approval from MTC for$48,000 in grant funding though the Pavement Management Technical
Assistance Program (P-TAP), Round 24. The funds will be utilized to update and maintain the City's pavement
management database and complete a citywide pavement condition survey.
Objective D Explore use of funding mechanisms like community facilities districts for capital and on-going maintenance
needs.
Prior Update: Staff is working with the developer on a framework for an East Ranch maintenance (Services) community facilities
district(CFD).
New Update: Staff continues to work with the developer of the East Ranch project on a framework for a Services CFD.The Branaugh
Property project was approved,including a Development Agreement that requires the developer to cooperate in the
formation of a Services CFD for maintenance of public improvements and a CFD for mitigation of Dublin Boulevard
Extension permanent indirect impacts.
Objective E Continue to implement measures identified in the Climate Action Plan.
Prior Update: Two CAP 2030 Reach Codes were adopted as part of the 2022 Building Code: all-electric new construction (Measure
EE-1) and electric vehicle charging stations (Measure SM-1) codes.
New Update: Consistent with CAP Measure MM-2: Reduce the Embodied Greenhouse Gas Emissions Associated with Building
Materials,a low carbon concrete specification will be used on the Citywide Energy Efficiency and Infrastructure
project. Staff has also begun work on CAP Measure SM-2,Develop an Electric Vehicle Infrastructure Plan.
Strategy 4 Organizational Health
Objective A Use existing reserves to address the unfunded Dougherty Regional Fire Authority(DRFA)pension liability.
Prior Update: The FY 22-23 Budget includes an additional lump-sum payment of$3.46 million from the designated reserve to
address the DRFA unfunded liability.
New Update: Staff is working with the City of San Ramon on a memorandum of understanding on the methodology to split each
City's allocated share of the unfunded liability,asset,and annual payment amount.
Objective B Complete an update to the Public Facility Fee Program.
Prior Update: Staff has retained the services of Willdan to assist with the update to the program.Willdan is compiling all the
necessary data to inform the various fee amounts by category with an estimated completion of Winter 2023.
New Update: Staff presented a review of the Public Facilities Fee program to the City Council on May 2, 2023 to get direction on
potential changes to satisfy parkland requirements.Staff will bring a comprehensive update for adoption by the City
Council at a future meeting.
Objective C Make annual contributions to reserves for the early payoff of the energy efficiency bonds.
Prior Update: The City Council approved an additional$2 million from the FY 21-22 General Fund surplus to the existing reserve.
The reserve balance as of September 30,2022,is$6 million.
New Update: No change from prior update.
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Attachment I —Strategic Plan Quarterly Update
Objective D Conduct a feasibility study into the fiber connectivity between City facilities.
Prior Update: Staff is preparing an RFP for the consultant services to develop a five-year fiber optic master plan and feasibility study
and plans to release it in spring 2023.
New Update: IT Staff have removed outdated communications links to Shannon, Senior, Heritage,and Corp Yard and replaced them
with AT&T Switched Ethernet(ASE) links of 50M speeds.This has significantly increased the bandwidth and reliability
of those facilities.
Objective E Complete an update to the User Fee Study.
Prior Update: Not started.
New Update: This study is currently budgeted for Fiscal Year FY 23-24.
Strategy 5 Safe and Accessible Community
Objective A Evaluate the feasibility and strategies for a community-wide fiber network.
Prior Update: Not started.
New Update: Staff plans to address this objective following the municipal fiber optic network five-year plan.
Objective B Continue to engage with the community using all appropriate methods to share and exchange information.
Prior Update: Communications Staff is developing a language survey to be sent to all Dublin households to understand the languages
the City should publish public information in.
New Update: Staff have purchased a chatbot artificial intelligence (AI) for the City's website. It will be installed by July 2023.The
chatbot will allow customers to connect with staff via a live agent or Al in their chosen language.The Al will be
available 24/7,while the live agent would be available during business hours.
Objective C Provide more opportunities for residents to complete transactions with the City online,with appropriate
security measures.
Prior Update: Staff is implementing the new enterprise resource planning software update,and this will allow residents and
businesses to pay for non-recreation services through this web-based portal upon completion.
New Update: No change from prior update.
Objective D Ensure programs remain affordable and accessible to all members of the community,especially lower income
families and seniors.
Prior Update: Staff partnered with KTVU Channel 2 to host a free admission day at The Wave on August 12, 2022.The event allowed
certain those with certain financial constraints to visit The Wave at no charge. Roughly 400 participants attended the
event,many enjoying the award-winning facility for the first time.
New Update: As part of the "3 for 3 in 2023" Summer Campaign,a Dublin household won a 2023 Wave Waterpark Family Season
Pass for up to four family members (a$208 value) after meeting the entry criteria and participating in the drawing.
The Summer Campaign was highlighted in the 2023 Camps and Aquatics Activity guide,and the entry deadline was
March 31, 2023.
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Attachment I —Strategic Plan Quarterly Update
Objective E Support existing and innovative public safety efforts,like the DPS Behavioral Health Unit.
Prior Update: DPS hired a second clinician to complete its staffing and they are working closely with the deputies and with the
community in need. Additionally,DPS hosted the first Trunk or Treat event for the community in October. The event
was well attended by the community.
New Update: Staff successfully submitted a Community Project Funding Request with Congressman Swalwell to fund the hiring of
an additional clinician for the DPS Behavioral Health Unit who would focus on providing services for school-aged
youths.
Objective F Support community awareness of protected and preserved open space in and around Dublin.
Prior Update: The Dublin Trail Challenge encouraged community members to walk,run or hike all 26 miles of trails in Dublin.Those
that completed the challenge received a free shirt.The event was free and open to all ages.
The City hosted another Goosechase game that encouraged people to visit places all around Dublin using pictures of
those sites from years ago,then to take a photo of the site to see how much it has changed.The game encouraged
residents to visit parks and places of historical interest all around Dublin.
New Update: As part of National Bike Month, Staff is planning a community bike ride on Thursday, May 25th.The ride will start at
the Civic Center,stop at Don Biddle, and end at the Farmers' Market,where participants will receive a$5 coupon to
use with the vendor of their choosing. This is like the previous "Bike to the Market"day but in this case,there will be
defined routes that showcase the local trail systems.
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Agenda Item 6. 1
AD
l STAFF REPORT
DUBLIN CITY COUNCIL
CALIFORNIA
DATE: May 2, 2023
TO: Honorable Mayor and City Councilmembers
FROM: Linda Smith, City Manager
SU B.ECT: Street Lighting Maintenance District 1983-1; Landscape and Lighting District
1983-2; Landscape and Lighting District 1986-1; Landscape and Lighting
District 1997-1; Street Lighting District 1999-1
Prepared by: Jordan Foss, Management Analyst II
EXECUTIVE SUMMARY:
The City Council will consider approving the Engineer's Reports and the levy of special
assessments in each of the five assessment districts for Fiscal Year 2023-24.A public hearing is
required to set the annual levy.
STAFF RECOMMENDATION :
Conduct the public hearing, deliberate, and adopt the Resolution Approving the Engineer's
Report, Confirming Diagram and Assessment, and Ordering Levy of Assessment for City of Dublin
Street Lighting Maintenance District 1983-1, Landscape and Lighting District 1983-2, Landscape
and Lighting District 1986-1, Landscape and Lighting District 1997-1, and Street Lighting District
1999-1.
FINANCIAL IMPACT:
A summary of revenues, expenditures, and balances for each assessment district is shown in the
table below.
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SUMMARY OF PROJECTED ASSESSMENT DISTRICT
FISCAL YEAR 2023-24 REVENUES &EXPENDITURES
EAST
STAGECOACH DOUGHERTY RD SANTA RITA DUBLIN
ST.LIGHT RD LANDSCAPE LANDSCAPE LANDSCAPE ST.LIGHT
1983-1 1983-2 1986-1 1997-1 1999-1
PROJECTED REVENUE $319,916 $127,261 $206,138 $391,680 $352,293
ESTIMATED ($373,652) ($261,166
EXPENDITURES ) ($132,821) ($362,007) ($263,694)
TRANSFER FROM CAPITAL $53,736 $133,905 ($73,317
IMPROVEMENT FUND ) ($29,673) ($88,599)
BALANCE TO RESERVES $0 $0 $0 $0 $0
RESERVES BALANCE
ESTIMATED BEGINNING $617,527 $411,488 $289,646 $1,139,904 $519,743
BALANCE'
RESERVE TRANSFER TO $0 $0 $0 $0 $0
OPERATING FUND
ESTIMATED INTEREST $0 $0 $0 $0 $0
AND OTHER INCOME
RESERVE TRANSFER TO
CAPITAL IMPROVEMENT ($53,736) ($133,905) $73,317 $29,673 $88,599
FUND
TRANSFER OUT FOR $0 $0 $0 $0 ($42,000)
CIP
PROJECTED ENDING
BALANCE FISCAL YEAR $563,791 $277,583 $362,963 $1,169,577 $566,342
2023-24
'The Fund Balances shown in the table above represent amounts held for both operating reserves and capital
replacement.
DESCRIPTION :
At the City Council meeting held on April 4, 2023,the City Council initiated the annual
proceedings, received the Preliminary Engineer's Reports for each of the five assessment districts,
and set a public hearing date of May 2, 2023,to receive comments on the proposed Fiscal Year
2023-24 assessments. Details related to each district and the proposed assessment amounts can
be found in the attached April 4, 2023, City Council Staff Report (Attachment 2).
The City Council will hold a public hearing, deliberate, and consider approving the Engineer's
Reports and ordering the levy of assessments for each of the following five assessment districts:
• Street Lighting Maintenance District 1983-1
• Landscape and Lighting District 1983-2
• Landscape and Lighting District 1986-1
• Landscape and Lighting District 1997-1
• Street Lighting District 1999-1
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The Engineer's Reports are included as Attachments 3 through 7.
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH :
Property owners in the Landscape and Lighting District 1983-2 and Landscape and Lighting
District 1986-1 were mailed courtesy postcards with the public hearing date and proposed fiscal
year assessments. Public hearing notices were published in the East Bay Times newspaper and
posted at several City locations. Copies of the hearing notices and Engineer's Reports were also
posted on the City of Dublin website and the City Council Agenda was posted.
ATTACHMENTS:
1) Resolution Approving Engineer's Report, Confirming Diagram and Assessment, and Ordering
Levy of Assessment for City of Dublin Street Lighting Maintenance District 1983-1, Landscape
and Lighting District 1983-2, Landscape and Lighting District 1986-1, Landscape and Lighting
District 1997-1, and Street Lighting District 1999-1
2) City Council Staff Report dated April 4, 2023 (without attachments)
3) Engineer's Report for Street Lighting Maintenance District 1983-1
4) Engineer's Report for Landscape and Lighting District 1983-2
5) Engineer's Report for Landscape and Lighting District 1986-1
6) Engineer's Report for Landscape and Lighting District 1997-1
7) Engineer's Report for Street Lighting Maintenance District 1999-1
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Attachment 1
RESOLUTION NO. XX — 23
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 FOR CITY OF DUBLIN STREET LIGHTING
MAINTENANCE DISTRICT NO. 1983-1, LANDSCAPE AND LIGHTING DISTRICT 1983-2,
LANDSCAPE AND LIGHTING DISTRICT 1986-1, LANDSCAPE AND LIGHTING DISTRICT
1997-1, AND STREET LIGHTING DISTRICT 1999-1
WHEREAS, by its Resolution No. 28-23, directing preparation of annual reports for City of
Dublin Street Lighting Maintenance Districts and Landscape and Lighting Districts (the
"Districts"), the City Council designated the City Engineer, or their designee, 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, by its Resolution No. 29-23 (the "Resolution"), 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 Resolution and that May 2,
2023, 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 City 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, said hearing was held, and all persons interested and
desiring to be heard were given an opportunity to be heard, and all matters pertaining to said
levy were heard and considered by this City Council, and this City 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;
and
(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.
Reso. No. XX-23, Item X.X, Adopted 05/02/23 Page 1 of 2 71
PASSED, APPROVED AND ADOPTED this 2nd day of May 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Mayor
ATTEST:
City Clerk
Reso. No. XX-23, Item X.X, Adopted XX/XX/23 Page 2 of 2 72
Attachment 2
Agenda Item 4.4
JP.
woo STAFF REPORT
DUBLIN CITY COUNCIL
CALIFORNIA
DATE: April 4, 2023
TO: Honorable Mayor and City Councilmembers
FROM: Linda Smith, City Manager
SU B.JECT: Directing Preparation of Annual Engineer's Reports,Approving Preliminary
Engineer's Reports, and Appointing a Time and Place for Hearing Protests for
Street Lighting Maintenance District 1983-1, Landscape and Lighting District
1983-2, Landscape and Lighting District 1986-1, Landscape and Lighting
District 1997-1, and Street Lighting Maintenance District 1999-1
Prepared by: Jordan Foss,Management Analyst II
EXECUTIVE SUMMARY:
The City Council will consider directing preparation of the Fiscal Year 2023-24 Engineer's Reports,
approving the preliminary Fiscal Year 2023-24 Engineer's Reports, and scheduling a public
hearing date of May 2, 2023 for the five assessment districts.
STAFF RECOMMENDATION :
Take the following actions: 1) Adopt the Resolution Directing Preparation of Annual Engineer's
Reports for Street Lighting Maintenance District 1983-1, Landscape and Lighting District 1983-2,
Landscape and Lighting District 1986-1, Landscape and Lighting District 1997-1, and Street
Lighting Maintenance District 1999-1; and 2) Adopt the Resolution Approving the Preliminary
Engineer's Reports and Appointing a Time and Place for Hearing Protests for Street Lighting
Maintenance District 1983-1, Landscape and Lighting District 1983-2, Landscape and Lighting
District 1986-1, Landscape and Lighting District 1997-1, and Street Lighting Maintenance District
1999-1.
FINANCIAL IMPACT:
The cost of preparing the Engineer's Reports is included in the Fiscal Year 2023-24 budget and is
paid by each respective assessment district. A summary of revenues, expenditures, and balances
of each district is shown in the following table.
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SUMMARY OF PRELIMINARY ASSESSMENT DISTRICT
PROJECTED FISCAL YEAR 2023-2024 REVENUES&EXPENDITURES
STAGECOACH DOUGHERTY SANTA RITA EAST DUBLIN
ST.LIGHT LANDSCAPE LANDSCAPE LANDSCAPE ST.LIGHT
1983-1 1983-2 1986-1 1997-1 1999-1
PROJECTED REVENUE $319,916 $127,261 $206,138 $391,680 $352,293
ESTIMATED ($373,652)
EXPENDITURES ($261,166) ($132,821) ($362,007) ($263,694)
TRANSFER FROM
CAPITAL IMPROVEMENT $53,736 $133,905 ($73,317) ($29,673) ($88,599)
FUND
BALANCE TO RESERVES $0 $0 $0 $01 $0
RESERVES BALANCE
ESTIMATED BEGINNING $617,527 $411,488 $289,646 $1,139,904 $519,743
BALANCE1
RESERVE TRANSFER TO $0 $0 $0 $0 $0
OPERATING FUND
ESTIMATED INTEREST $0 $0 $0 $0 $0
AND OTHER INCOME
RESERVE TRANSFER TO
CAPITAL IMPROVEMENT ($53,736) ($133,905) $73,317 $29,673 $88,599
FUND
TRANSFER OUT FOR $0 $0 $0 $0 ($42,000)
CIP
PROJECTED ENDING
BALANCE FISCAL YEAR $563,791 $277,583 $362,963 $1,169,577 $566,342
2023-24
1The Fund Balances shown in the table above,represent amounts held for both operating reserves and capital
replacement.
DESCRIPTION :
The procedure for establishing annual maintenance assessments is governed by the Landscaping
and Lighting Act of 1972,which is State Law codified in the Streets and Highways Code. The
procedure requires that the City Council direct preparation of Engineer's Reports and consider
approval of those reports for the City of Dublin's two street lighting maintenance assessment
districts and the three landscaping and lighting districts for Fiscal Year 2023-24, as described on
the following pages. The City Council must also consider setting a public hearing date to hear any
protests prior to approving the levy of assessments in each district. Staff proposes the public
hearing to be on May 2, 2023, in the City Council Chamber at 7p.m., located at 100 Civic Plaza,
Dublin.
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The five assessment districts formed under the Landscaping and Lighting Act of 1972 are briefly
described below. More detailed information about each district, including a map showing the
boundary of each district, can be found in Attachments 3 through 7.
Street Lighting Maintenance District 1983-1
This District was established to replace the County Service Area,which had paid maintenance and
energy costs for public streetlights within the City of Dublin. The boundary of this assessment
district encompasses the entire City, except for the Dublin Ranch area, Tracts 7067, 7586, 8024,
8073, 8074 and 8102, and the Boulevard project. The City Council approved formation of this
District on August 2, 1983,with the initial assessment in the 1984-1985 tax year.
The maximum assessment allowed under the authorizing documents is $19.34 per unit for
residential uses and $106.37 per acre for commercial uses. The maximum assessment has been
levied since Fiscal Year 2007-08.There is no provision in the formation documents to increase the
per unit levy.As noted in the Engineer's Report any increase would require the approval of the
property owners subject to the assessment.
In past years, the largest expenditure within this District's operating expenses was the annual
capital lease payment to Chevron Energy Solutions for a light emitting diode (LED) fixture retrofit
project. This project took place in Fiscal Year 2012-13, retrofitting 2,821 streetlights. In Fiscal
Year 2016-17, the City Council approved the use of General Fund reserves to pay the annual
capital lease payment; the entire lease balance was subsequently paid off by the General Fund
reserve in Fiscal Year 2018-19.
In Fiscal Year 2023-24,there is increase in the budgeted electricity costs. One major reason for the
increase in the budgeted electricity costs is attributed to the recent increases in PG&E rates. Over
the past two years alone, PG&E rates have increased by approximately 30%. In Fiscal Year 2023-
24 and Fiscal Year 2024-25, District costs are projected to exceed annual revenues, resulting in a
draw on District fund balance to fund the annual District costs. Since there is no authorized annual
escalator for the assessment rates, if the District costs continue at this level or increase, the
District may need to continue drawing from available fund balance in future years. It is projected
the District has sufficient fund balance to cover costs through Fiscal Year 2027-28.
The proposed assessment amount for Fiscal Year 2023-24 remains the same as Fiscal Year 2022-
23, as shown below.
Proposed Annual
Current Fiscal Year Change
Property Type Fiscal Year 2023-24 ($)
Equivalent Dwelling Unit (EDU) $19.34 $19.34 $0
$106.37 per $106.37 per
Commercial Per Acre acre acre $0
Landscaping and Lighting District 1983-2 (Stagecoach Road)
This District provides funds for the maintenance of certain landscape improvements in the Dublin
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Hills Estates and Amador Lakes developments along Stagecoach Road. The District's boundaries
include all of Tract 4719 and cover the 150-unit single-family Dublin Hills Estates development
and the Amador Lakes development. The City Council approved formation of this District on
January 23, 1984, with the initial assessment in the 1985-86 tax year.
The District is responsible for the maintenance of the Stagecoach Road landscaping and the
interior slope landscaping within Tract 4719.The spread of assessments assigns 61.6% of the total
assessment to the single-family homes of Dublin Hills Estates and 38.4% to the Amador Lakes
Apartments. Details related to the budgeted expenditures can be found within the Fiscal Year
2023-24 Preliminary Engineer's Report.
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
2023-24 is $509.06 per single family residence and $86.08 per multi-family residence. The City
can elect to levy at or less than the maximum based on available reserve funds and the budgeted
costs for District expenditures.
The proposed assessment amount for Fiscal Year 2023-24 was increased 13.5% over the Fiscal
Year 2022-23 amount to fund the budget and partially fund the repair and replacement of v-
ditches and retaining walls within the District. The remaining funding for the repair and
replacement project will be provided by the District's Capital Improvement Fund (CIF) balance.
The proposed assessment amount for Fiscal Year 2023-24 is shown below.
Stagecoach Road Assessments(District 1983-2)
Proposed Annual
Current Fiscal Year Change
Property Type Fiscal Year 2023-24 ($)
Dublin Hills Estate - Single Family
Homes $448.60 $509.06 $60.46
Amador Lakes -Apt/Condominiums $75.87 $86.08 $10.21
Landscaping and Lighting District 1986-1 (Villages at Willow Creek)
This District was formed with the initial assessment in the 1987-88 tax year and 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 sound walls, 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
Page 4 of 7
76
or property owners 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 the
Alameda County Flood Control and Water Conservation District (Zone 7). The Fiscal Year 2023-24
assessments are expected to pay for the ongoing maintenance and utility costs associated with the
District. Details related to the budgeted expenditures can be found within the Fiscal Year 2023-24
Preliminary Engineer's Report.
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 2023-24 is
$308.82 per single family residence, $154.41 per multi-family residence, and$1,235.28 for
commercial property.
The proposed assessment amount for Fiscal Year 2023-24 was increased 3.62% over the Fiscal
Year 2022-23 amount to increase the District CIF balance,which will be used in the future to fund
repair and replacement of additional plantings as well as sidewalk repairs within the District.
The proposed assessment amount for Fiscal Year 2023-24 is shown below.
Villages at Willow Creek Assessments(District 1986-1)
Proposed
Current Fiscal Year Annual
Property Type Fiscal Year 2023-24 Change ($)
Single Family Homes $298.03 $308.82 $10.79
Amador Lakes -Apt/Condominiums $149.01 $154.41 $5.40
Commercial $1,192.10 $1,235.28 $43.18
Landscaping and Lighting District 1997-1 (Santa Rita Area)
This District was formed in 1996 at the request of the Alameda County Surplus Property
Authority. The initial assessment was levied in Fiscal Year 1997-98. 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.
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.
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 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
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77
acre in the Engineer's Report for Fiscal Year 2023-24 is $1,685.65 per acre.
Although the assessment district formula establishes a maximum cost that can be levied,based on
planned expenditures in the District the proposed assessment amount for Fiscal Year 2023-24
remains the same as Fiscal Year 2022-23, as shown below.
Santa Rita Area Assessments (District 1997-1)
Current Proposed
Fiscal Fiscal Year Annual
Property Type Year 2023-24 Change ($)
California Creekside Single-Family Residential
(SFR) $128.52 $128.52 $0.00
California Brookside Multi-Family Residential
(MFR) $55.69 $55.69 $0.00
Summer Glen - Richmond American (North) Lots $112.54 _ $112.54 _ $0.00
Summer Glen - Richmond American (South) Lots $123.85 $123.85 $0.00
Summer Glen - Kaufman &Broad Lots $172.36 $172.36 _ $0.00
Summer Glen - Pulte Lots $216.24 $216.24 $0.00
Dublin Greene Tract 7084 Single Family
Residential $136.13 $136.13 $0.00
Dublin Greene Tract 7149 Single Family
Residential $102.50 $102.50 $0.00
Dublin Greene Tract 7149 Condominiums $53.43 $53.43 $0.00
Other Parcels Including Retail, Office, and
Industrial $903.85 $903.85 $0.00
Street Lighting Maintenance District 1999-1 (Dublin Ranch)
This District funds the electric energy, maintenance, and repair costs associated with street
lighting that has been installed in the Dublin Ranch area and Tracts 7067, 7586, 8024, 8073, 8074
and 8102. The City Council approved formation of this District on June 1, 1999 with the initial
assessment in the 1999-2000 tax year.
The District also includes a CIF reserve set aside to pay for improvement projects outside normal
operation and maintenance costs, such as painting a portion of the decorative streetlight poles
within the District. Currently,the CIF is being used to complete a project to upgrade the existing
decorative lights to more energy-efficient LED lights. This LED project is funded and underway.
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 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 2023-24 adjusted by the
approved adjustment formula is $66.75 per single family residence and $367.13 per acre for
commercial parcels. The City can levy less or at the maximum based on available reserve funds
and the budgeted costs for District expenditures.
Page 6 of 7
78
The proposed assessment amount for Fiscal Year 2023-24 remains the same as Fiscal Year 2022-
23, as shown below.
Dublin Ranch Street Lighting Assessments (District 1999-1)
Current Proposed Annual
Property Type Fiscal Year Fiscal Year Change
2023-24 ($)
Equivalent Dwelling Unit (EDU) $38.03 $38.03 $0.00
Commercial Per Acre $209.15 $209.15 $0.00
Upon City Council adoption of the resolution approving the respective Preliminary Engineer's
Reports, a public hearing will be held on May 2, 2023 at 7:00 p.m. on the proposed assessments.
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH :
The City Council Agenda was posted.
ATTACHMENTS:
1) Resolution Directing Preparation of Annual Engineer's Reports for Street Lighting
Maintenance District 1983-1, Landscape and Lighting District 1983-2, Landscape and Lighting
District 1986- 1, Landscape and Lighting District 1997-1, and Street Lighting Maintenance
District 1999-1
2) Resolution Approving the Preliminary Engineer's Reports and Appointing a Time and Place
for Hearing Protests for Street Lighting Maintenance District 1983-1, Landscape and Lighting
District 1983-2, Landscape and Lighting District 1986-1, Landscape and Lighting District
1997- 1, and Street Lighting Maintenance District 1999-1
3) Preliminary Engineer's Report for Street Lighting Maintenance District 1983-1
4) Preliminary Engineer's Report for Landscaping and Lighting District 1983-2
5) Preliminary Engineer's Report for Landscaping and Lighting District 1986-1
6) Preliminary Engineer's Report for Landscaping and Lighting District 1997-1
7) Preliminary Engineer's Report for Street Lighting Maintenance District 1999-1
Page 7 of 7
79
Attachment 3
1VM
DUBLIN
A LI EON [ l I ,fi
Street Lighting Maintenance
District No. 1983-1
Fiscal Year 2023-24
Final Engineer's Report
May 2, 2023
Prepared by
F R , N C I S C o Where innovative Strategies
AND YAS S O C I ATE S Fund Tomorrow Communities
80
CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 TABLE OF CONTENTS
Table of Contents
Page No.
Certificate ii
Section I - Introduction 1
Section II — Engineer's Report 3
Part A— Plans and Specifications 5
Part B — Estimate of Cost 7
Part C —Assessment District Diagram 12
Part D — Method of Apportionment of Assessments 14
Part E - Assessment Roll 19
FRANCISCO
ANDyASSOCIATES 81
CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 CERTIFICATE
ENGINEER'S REPORT
CITY OF DUBLIN
STREET LIGHTING MAINTENANCE DISTRICT NO. 1983-1
FISCAL YEAR 2023-24
The undersigned, acting on behalf of Francisco & Associates respectfully submits the
enclosed Engineer's Report as directed by the Dublin City Council pursuant to the
provisions of Article XIIID, Section 4 of the California Constitution, provisions of the
Landscaping and Lighting Act of 1972 and Section 22500 et al of the California Streets
and Highways Code. The undersigned certifies that he is a Professional Engineer,
registered in the State of California.
Dated: April 14, 2023 By:
Eduardo Espinoza, P.E.
RCE # 83709
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ii FRiNCISCO
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 INTRODUCTION
SECTION I
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. 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 method 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 and to fund the maintenance and servicing costs for the City's
street lighting system. In Fiscal Year 1995-96, the City of Dublin acquired the PG&E
owned streetlights within the District 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 except for Dublin Ranch; the Clifton Park development in the
western hills; Tracts 7067, 8024, 8073 and 8074; the Jordan Ranch development; and
the Tassajara Hills development.
A reduced copy of the Assessment Diagram showing the exterior boundaries of the
District is provided in Part C 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 compliant 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."
1
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 INTRODUCTION
The City has determined that the annual assessments originally established for the
District were for the maintenance and operation of streetlights within the public street
rights-of-way. As such, pursuant to Article XIIID Section 5(a), the pre—existing
assessment amount has been exempted from the procedural requirements of Article
XIIID Section 4 since the amount of the assessment has not increased since the
passage of Proposition 218.
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 the
requirements of Article XIIID and would require the approval of the property owners
subject to the assessment based upon a mailed ballot which would be sent to each
property owner.
Summary of District
A summary of the assessments to be levied for each property type are shown in the
table below. The estimated expenditures are anticipated to exceed the projected
revenues in Fiscal Years 2023-24 and 2024-25. Transfers from the available fund
balance is anticipated to be required to pay the annual operation and maintenance costs
in Fiscal Years 2023-24 and 2024-25. Should expenditures continue to exceed the
annual assessment revenue, transfers from the available fund balances will be required
annually. Should annual transfers continue to be required to cover annual expenditures,
the fund balance will be drawn upon and depleted in future years. Should this
circumstance occur, this may require a significant reduction in service levels in future
years so that expenditures match assessment revenues or the City will need to
contribute to the District from other available funds or increase the current assessment
rate by receiving approval by property owners within the District.
TABLE 1: ASSESSMENTS TO BE LEVIED
Street Lighting Maintenance District No. 1983-1
Property Type Assessment Rate
Single Family Residential (SFR) $19.34 per Parcel
Condominium $19.34 per Parcel
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 Family Residential $116.04 per Parcel
Commercial/Industrial/Institutional $106.37 per Acre
Vacant Commercial/Industrial/Institutional $53.18 per Acre
Rural $9.67 per Parcel
Exempt, Cemeteries, Common Open Space $0.00 per Parcel
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 ENGINEER'S REPORT
SECTION II
ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS
OF LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500
THROUGH 22679 OF THE CALIFORNIA
STREETS AND HIGHWAYS CODE
CITY OF DUBLIN
STREET LIGHTING MAINTENANCE DISTRICT NO. 1983-1
FISCAL YEAR 2023-24
Pursuant to the Landscaping and Lighting Act of 1972 (Part 2 Division 15 of the Streets
and Highways Code of the State of California, commencing with Section 22500), and in
accordance with the Resolution of Intention, adopted by the City Council of the City of
Dublin on April 4, 2023, I, Eduardo Espinoza, the duly appointed Engineer of Work,
Assessment Engineer for the City of Dublin Street Lighting Maintenance District No.
1983-1 (the "District") submit the following Report, consisting of Section I (Introduction),
and this, Section II (Engineer's Report), which consists of five (5) parts as follows:
PART A: PLANS AND SPECIFICATIONS
This part describes the improvements maintained by the District. Plans and specifications
for the improvements are on file in the Office of the Director of Public Works of the City of
Dublin and are incorporated herein by reference.
PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposed improvements to be maintained
for Fiscal Year 2023-24, including incidental costs and expenses in connection therewith.
The estimate is attached hereto and is on file in the Office of the Director of Public Works
of the City of Dublin.
PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates a Diagram of the District showing the exterior boundaries of the
District, the boundaries of any zones within the District and the lines and dimensions of
each lot or parcel of land within the District. This Diagram has been prepared by the
Engineer of Work and is on file in the Office of the Director of Public Works of the City of
Dublin.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 ENGINEER'S REPORT
The lines and dimension of each lot or parcel within the District are those lines and
dimensions shown on the maps of the Alameda County Assessor for the year when this
Report was prepared. The Assessor's maps and records are incorporated by reference
herein and made a part of this Report.
PART D: METHOD OF APPORTIONMENT OF ASSESSMENTS
This part describes the method of apportionment of assessments, based upon each
parcel's land use classification within the District in proportion to the estimated special
benefits to be received.
PART E: ASSESSMENT ROLL
This part contains an assessment of the estimated cost of the improvements apportioned
to each benefited parcel of land within the District. The Assessment Roll is filed in the
Office of the City Clerk of the City of Dublin and is incorporated in this Report. The list is
keyed to the records of the Alameda County Assessor, which are incorporated herein by
reference.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 PLANS AND SPECIFICATIONS
PART A
PLANS AND SPECIFICATIONS
The District provides for the continued installation, maintenance, and servicing of street
lighting improvements within the public right-of-way 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 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.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 PLANS AND SPECIFICATIONS
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
Public Works Department and are made a part of this report by reference.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 ESTIMATE OF COSTS
PART B
ESTIMATE OF COSTS
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 always been sufficient to fund 100% of the annual operations and
maintenance costs of street lighting in past years. In years where the revenues were less
than the costs to maintain the District improvements, the District transferred funds from the
District's existing fund balances to fund the shortfall in assessment revenues.
Although the District has seen an increase in revenue because of new development, the
increases in costs have increased much more quickly than the increase in assessment
revenue because of growth.
The proposed cost estimate for the District is shown in Table 2. 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 for the next two (2) fiscal years. 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 cost estimates are also shown for two (2) fiscal years.
The following describes the general services and costs shown in the cost estimate.
District Costs
Operating Supplies — The cost of supplies for 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 both large scheduled and unscheduled, but necessary 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 the relative number of streetlights within the District.
Utilities Electricity— The cost of streetlight electrical energy use, including miscellaneous
utility charges.
Improvements (Not Building) — The cost of improvements (not building) includes costs
associated with the maintenance, construction, and rehabilitation of authorized
improvements.
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STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 ESTIMATE OF COSTS
Miscellaneous Expenses — Costs that cannot easily be categorized into any of the
other District Costs defined above.
Legal Notices — The cost of legal notices includes costs associated with preparation and
publishing of any, and all required legal notices associated with the District.
District Administration — The costs of contracting with professionals to provide
services specific to the annual 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 public works administration includes costs
derived by the City's Public Works Department or other department in relation to the
administration and management of the District.
County Collection Fee — The cost to the District for the County to collect assessments on
the annual secured property tax bills. Alameda County charges 1.7% of the total amount
levied.
Miscellaneous Costs and Collections/(Credits) Applied to Levy
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 cost estimate 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 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 cost
estimate 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 or such funds are needed to fund the annual operation and
maintenance of the public improvements. The actual fund balances and expenditures for
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STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 ESTIMATE OF COSTS
Capital Improvements are clearly identified under the Fund Balance Information section of
the cost estimate.
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 District (Direct and Administration) Costs, Reserve Fund Contributions
or Transfers, Contributions from Other Revenue Sources, and the Contribution
Replenishment (if any). Only those costs related to the improvements identified as
conferring special benefits to property within the District are levied and collected on the tax
roll.
The following page shows the cost estimates for Fiscal Year 2023-24 and 2024-25.
9 FRiNCISCO
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STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 ESTIMATE OF COSTS
Table 2:COST ESTIMATE
Street Lighting Maintenance District No. 1983-1
Projected
FY 2023-24 FY 2024-25
Cost Estimate Cost Estimate
DISTRICT REVENUES
Estimated Assessment Revenues $ 314,416 $ 314,416
Contributions from Other Revenue Sources $ 5,500 $ 6,050
Total District Revenues $ 319,916 $ 320,466
DISTRICT COSTS
Operating Supplies $ 10,000 $ 10,000
Contract with Alameda County $ 93,225 $ 97,886
California Street Light Association $ 1,000 $ 1,000
Utilities-Electricity $ 255,800 $ 268,590
Improvements (Not Building) $ - $ -
Miscellaneous $ - $ -
Legal Notices $ 592 $ 610
District Administration $ 6,855 $ 7,061
Public Works Administration $ - $ -
County Collection Fee $ 6,180 $ 6,365
Total District Costs $ 373,652 $ 391,512
MISCELLANEOUS COSTS AND COLLECTIONS/(CREDITS)APPLIED TO LEVY
Reserve Collection/(Transfer) $ - $ 8,930
Capital Improvement Fund Collection/(Transfer) $ (53,736) $ (79,977)
Total Miscellaneous Costs and Collections/(Credits)Applied to Levy $ (53,736) $ (71,047)
Balance to Levy $ 314,416 $ 314,416
Variance Between Estimated Assessment Revenues and Balance to Levy $ - $ -
Total Assessment Revenue at Maximum Rate $ 314,416 $ 314,416
Variance above/(below)Maximum Assessment Revenue $ - $ -
FUND BALANCE INFORMATION
Beginning Operating Reserve Fund Balance(est. 7/1/23 and 7/1/24) $ 186,826 $ 186,826
Reserve Fund Adjustments $ - $ 8,930
Transfer From/(To)Capital Improvement Fund $ - $ -
Prior/Penalties/Public Damage $ - $ -
Interest $ - $ -
Ending Operating Reserve Fund Balance (est. 6/30/24 and 6/30/25) $ 186,826 $ 195,756
Beginning Capital Improvement Fund Balance(est. 7/1/23 and 7/1/24) $ 430,701 $ 376,965
Capital Imporvement Fund Adjustments $ (53,736) $ (79,977)
Transfer From/(To)Reserve Fund $ - $ -
Prior/Penalties/Public Damage $ - $ -
Interest $ - $ -
Ending Capital Improvement Fund Balance (est. 6/30/24 and 6/30/25) $ 376,965 $ 296,988
1Total District Revenues includes the estimated assessment revenues for each fiscal year and contributions from other
revenue sources such as interest earnings, etc.
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STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 ESTIMATE OF COSTS
Capital Improvement Projects
In addition to collecting funds annually for maintenance, funds are also allowed to be
collected for capital improvement projects. Capital improvement projects generally include
the repair and replacement of public improvements authorized to be maintained by the
District. These funds are collected and often accumulated in a separate fund and are not
considered to be a part of the regular maintenance of the improvements.
Following is a list of capital improvement projects the City plans to address utilizing District
funds in the upcoming fiscal years and thereafter as funds allow.
Citywide Streetlight Replacement: As needed replacement of streetlights that are
at the end of their service life or that have been damaged due to automobile
accidents.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 ASSESSMENT DIAGRAM
PART C
ASSESSMENT DISTRICT DIAGRAM
The boundaries of the District are shown herein. The lines and dimensions of each parcel
within the District are those lines and dimensions shown on the maps of the Alameda
County Assessor for the year in which this Report was prepared and are incorporated by
reference herein and made part of this Report.
A reduced copy of the Assessment Diagram is shown on the following page.
12 FRANCISCO
ANDrASSOCIATES 94
City of Dublin
Street Lighting Maintenance District No. 1983-1
Assessment Diagram
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i Feet 95
CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 METHOD OF APPORTIONMENT
PART D
METHOD OF APPORTIONMENT OF ASSESSMENTS
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."
Benefit Analysis
Each of the improvements have been carefully reviewed by the City and the
corresponding assessments have been proportionately spread to each parcel based on
special benefits received from the improvements as determined at the time the District
was established.
General Benefits — In reviewing each of the District improvements, the proximity of those
improvements to both properties within the District and those outside the District, as well
as the reasons for installing and constructing such improvements, it is evident that the
improvements are solely the result of developing properties within the District and the
ongoing maintenance and operation of these improvements will directly affect the
properties within the District. Although the improvements include public areas,
easements, rights-of-way, 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
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 METHOD OF APPORTIONMENT
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) outlined
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 as enhanced by the presence of public lighting near those properties.
The special benefits conferred on property from street lighting and other public lighting
facilities includes 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 acts 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 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:
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STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 METHOD OF APPORTIONMENT
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 rate
Assessment Methodology
The special benefits received by each parcel within the District and each parcel's
proportional annual assessment are calculated based on a formula that utilizes
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 1.00 Equivalent Dwelling Unit (EDU) since it represented
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%).
TABLE 3:ASSESSMENT METHODOLOGY
Street Lighting Maintenance District No. 1983-1
Property Type EDU Factor
Single Family Residential (SFR) 1.00 per Parcel
Condominium 1.00 per Parcel
Duplex, Multi Family Residential 2.00 per Parcel
Triplex, Multi Family Residential 3.00 per Parcel
Fourplex, Multi Family Residential 4.00 per Parcel
Apartments, Multi Family Residential 6.00 per Parcel
Commercial/Industrial/Institutional 5.50 per Acre
Vacant Commercial/Industrial/Institutional 2.75 per Acre
Rural 0.50 per Parcel
Exempt, Cemeteries, Common Open Space 0.00 per Parcel
Single-Family Residential (SFR) — (County land use 1x) this land use identifies
properties that are developed for single family residential use and are assigned a factor
of 1.00 EDU per parcel. This is the base value that all other land use types are compared
and weighted against (i.e., Equivalent Dwelling Unit "EDU"). This land use classification
may include, but is not limited to, lots or parcels identified as single family residential
homes, planned development (tract or townhouse type), and modular/manufactured
single family residential units.
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STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 METHOD OF APPORTIONMENT
Condominium Unit — (County land use 73) this land use identifies properties that are
subdivided residential parcels that have more than one residential unit developed on the
property. This land use is assigned 1.00 EDU per unit.
Duplex, Multi-Family Residential — (County land use 22) this land use identifies
properties that are developed for multi-family residential use and are assigned a factor of
2.00 EDU per parcel. This land use classification includes double or duplex units.
Triplex, Multi-Family Residential — (County land use 23) this land use identifies
properties that are developed for multi-family residential use and are assigned a factor of
3.00 EDU per parcel. This land use classification includes triplex units; or double or
duplex units together with a single-family home.
Fourplex, Multi-Family Residential — (County land use 24) this land use identifies
properties that are developed for multi-family 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, two doubles or duplexes, or a combination thereof.
Apartment Complex, Multi-Family Residential — (County land use 7x, except 73) This
land use identifies properties that are developed for multi-family 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 for 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, or 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, private schools,
churches, lodge-halls, clubhouses, and other institutional properties.
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STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 METHOD OF APPORTIONMENT
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 the
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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CITY OF DUBLIN FY 2023-24
STREET LIGHTING MAINTENANCE DISTRICT No. 1983-1 ASSESSMENT ROLL
PART E
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 on file under separate
cover with the City Clerk. Furthermore, 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 2023-24.
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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Attachment 4
IVM
DUBLIN
A LI EON I I
Landscape & Lighting
District No. 1983-2
Fiscal Year 2023-24
Final Engineer's Report
May 2, 2023
Prepared by
F R , N C I S C o Where innovative Strategies
AND YAS S O C I ATE S Fund Tomorrow Communities
102
CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 TABLE OF CONTENTS
Table of Contents
Page No.
Certificate ii
Section I - Introduction 1
Section II — Engineer's Report 3
Part A— Plans and Specifications 5
Part B — Estimate of Cost 7
Part C —Assessment District Diagram 11
Part D — Method of Apportionment of Assessments 13
Part E - Assessment Roll 18
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 CERTIFICATE
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT NO. 1983-2
FISCAL YEAR 2023-24
The undersigned, acting on behalf of Francisco & Associates respectfully submits the
enclosed Engineer's Report as directed by the Dublin City Council pursuant to the
provisions of Article XIIID, Section 4 of the California Constitution, provisions of the
Landscaping and Lighting Act of 1972 and Section 22500 et al of the California Streets
and Highways Code. The undersigned certifies that he is a Professional Engineer,
registered in the State of California.
Dated: April 14, 2023 By:
Eduardo Espinoza, P.E.
RCE # 83709
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 INTRODUCTION
SECTION I
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") 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
ongoing maintenance of street landscaping within Tract 4719. The District originally included
the maintenance of Stagecoach Park and the landscaping along 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 of 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.
A reduced copy of the Assessment Diagram showing the exterior boundaries of the District is
provided in Part C 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.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 INTRODUCTION
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 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.
However, in Fiscal Year 2003-04, the City conducted a public hearing that included a mailed
ballot to all the property owners in this District proposing an increased assessment to
maintain and replace certain landscaping improvements. In accordance with the
requirements of Proposition 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 more than 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 District
A summary of the assessments to be levied in Fiscal Year 2023-24 for each property type is
shown in the table below.
TABLE 1: SUMMARY OF PROPOSED ASSESSMENTS
Landscape & Lighting District No. 1983-2
Property Type Assessment Rate
Single Family Residential (SFR) $509.06 per Parcel
Multi Family Residential (MFR) $86.08 per Parcel/Unit
Exempt, Cemeteries, Common Open Space $0.00 per Parcel
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 ENGINEER'S REPORT
SECTION II
ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS OF
LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500 THROUGH
22679 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE
CITY OF DUBLIN
LANDSCAPE AND LIGHTING DISTRICT NO. 1983-2
FISCAL YEAR 2023-24
Pursuant to the Landscaping and Lighting Act of 1972 (Part 2 Division 15 of the Streets and
Highways Code of the State of California, commencing with Section 22500), and in
accordance with the Resolution of Intention, adopted by the City Council of the City of
Dublin on April 4, 2023, I, Eduardo Espinoza, the duly appointed Engineer of Work,
Assessment Engineer for the City of Dublin Landscape and Lighting District No. 1983-2 (the
"District") submit the following Report, consisting of Section I (Introduction), and this, Section
II, which consists of five (5) parts as follows:
PART A: PLANS AND SPECIFICATIONS
This part describes the improvements maintained by the District. Plans and specifications
for the improvements are on file in the Office of the Director of Public Works of the City of
Dublin and are incorporated herein by reference.
PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposed improvements to be maintained
for Fiscal Year 2023-24, including incidental costs and expenses in connection therewith.
The estimate is attached hereto and is on file in the Office of the Director of Public Works of
the City of Dublin.
PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates a Diagram of the District showing the exterior boundaries of the
District, the boundaries of any zones within the District and the lines and dimensions of each
lot or parcel of land within the District. This Diagram has been prepared by the Engineer of
Work and is on file in the Office of the Director of Public Works of the City of Dublin.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 ENGINEER'S REPORT
The lines and dimension of each lot or parcel within the District are those lines and
dimensions shown on the maps of the Alameda County Assessor for the year when this
Report was prepared. The Assessor's maps and records are incorporated by reference
herein and made a part of this Report.
PART D: METHOD OF APPORTIONMENT OF ASSESSMENTS
This part describes the method of apportionment of assessments, based upon each parcel's
land use classification within the District in proportion to the estimated special benefits to be
received.
PART E: ASSESSMENT ROLL
This part contains an assessment of the estimated cost of the improvements apportioned to
each benefited parcel of land within the District. The Assessment Roll is filed in the Office of
the City Clerk of the City of Dublin and is incorporated in this Report. The list is keyed to the
records of the Alameda County Assessor, which are incorporated herein by reference.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 PLANS AND SPECIFICATIONS
PART A
PLANS AND SPECIFICATIONS
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 60 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, 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;
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 PLANS AND SPECIFICATIONS
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 Public
Works Department and are made a part of this report by reference.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 ESTIMATE OF COSTS
PART B
ESTIMATE OF COSTS
All landscape and other eligible improvements within the District are maintained and
serviced on a regular basis. The proposed cost estimate for the District is shown on a
following page herein. 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 cost estimates are also
shown for the next two (2) fiscal years.
The following describes the general services and costs shown in the cost estimate.
District Costs
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
District Costs defined above.
Legal Notices — The cost of legal notices includes costs associated with preparation and
publishing of any, and all required legal notices associated with the District.
District Administration — The costs of contracting with professionals to provide services
specific to the annual 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 public works administration includes costs
derived by the City's Public Works Department or other department in relation to the
administration and management of the District.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 ESTIMATE OF COSTS
County Collection Fee — The cost to the District for the County to collect assessments on
the annual secured property tax bills. Alameda County charges 1.7% of the total levy
amount.
Miscellaneous Costs and Collections/(Credits) Applied to Levy
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 cost estimate 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 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 cost
estimate 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 or such funds are needed to pay for the annual operation and
maintenance of the District improvements. The actual fund balances and expenditures for
Capital Improvements are clearly identified under the Fund Balance Information section of
the cost estimate.
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 District (Direct and Administration) Costs, Reserve Fund Contributions
or Transfers, Contributions from Other Revenue Sources, and the Contribution
Replenishment (if any). Only those costs related to the improvements identified as
conferring special benefits to property within the District are levied and collected on the tax
roll.
The following page shows the cost estimates for Fiscal Year 2023-24 and 2024-25.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 ESTIMATE OF COSTS
TABLE 2:COST ESTIMATE
Landscape &Lighting District No. 1983-2
Projected
FY 2023-24 FY 2024-25
Cost Estimate Cost Estimate
DISTRICT REVENUES
Estimated Assessment Revenues $ 123,961 $ 126,440
Contributions from Other Revenue Sources $ 3,300 $ 3,630
Total District Revenues' $ 127,261 $ 130,070
DISTRICT COSTS
Maintenance-Landscape(MCE)2 $ 223,803 $ 45,117
Utilities-Electricity $ 1,720 $ 1,806
Utilities-Water $ 29,723 $ 31,210
Miscellaneous Expenses $ - $ -
Legal Notices $ 592 $ 610
District Administration $ 3,512 $ 3,617
Public Works Administration $ - $ -
County Collection Fee $ 1,816 $ 1,870
Total District Costs $ 261,166 $ 84,230
MISCELLANEOUS COSTS AND COLLECTIONS/(CREDITS)APPLIED TO LEVY
Reserve Collection/(Transfer) $ - $ 1,532
Capital Improvement Fund Collection/(Transfer) $ (133,905) $ 44,308
Total Miscellaneous Costs and Collections/(Credits)Applied to Levy $ (133,905) $ 45,840
Balance to Levy $ 123,961 $ 126,440
Variance Between Estimated Assessment Revenue and Balance to Levy $ - $ -
Total Estimated Assessment Revenues at Maximum Rate3 $ 123,961 $ 126,440
Variance above/(below)Maximum Revenue $ - $ -
FUND BALANCE INFORMATION
Beginning Operating Reserve Fund Balance(est. 7/1/23 and 7/1/24)4 $ 40,583 $ 40,583
Reserve Fund Adjustments $ - $ 1,532
Transfer From/(To)Capital Improvement Fund $ - $ -
Prior/Penalties/Public Damage $ - $ -
Interest $ - $ -
Projected Operating Reserve Fund Balance at FY End(est. 6/30/24 and 6/30/25) $ 40,583 $ 42,115
Beginning Capital Improvement Fund Balance(est. 7/1/23 and 7/1/24) $ 370,904 $ 236,999
Capital Improvement Fund Adjustments $ (133,905) $ 44,308
Transfer From/(To)Reserve Fund $ - $ -
Prior/Penalties/Public Damage $ - $ -
Interest $ - $ -
Project Capital Improvement Fund Balance at FY end(est. 6/30/24 and 6/30/25) $ 236,999 $ 281,308
1Total District Revenues includes the estimated assessment revenues for each fiscal year and contributions from other revenue sources
such as interest earnings, etc.
2lncludes$180,000 for a one-time replacement project.
3The Maximum Assessment Revenue for Fiscal Year(FY)2024/25 was estimated to be equal to the FY 2023/24 Maximum Assessment
Revenues and escalated by 2%.
4The FY 2023-24 Operating Reserve Fund Balance equals 50%of the total district costs excluding consideration for the$180,000 related
to the one-time Maintenance-Landscape(MCE)replacement project.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 ESTIMATE OF COSTS
Capital Improvement Projects
In addition to collecting funds annually for maintenance, funds are also allowed to be
collected for capital improvement projects. Capital improvement projects generally include
the repair and replacement of public improvements authorized to be maintained by the
District. These funds are collected and often accumulated in a separate fund and are not
considered to be a part of the regular maintenance of the improvements.
Following is a list of capital improvement projects the City plans to address utilizing District
funds in the upcoming fiscal years and thereafter as funds allow.
General Improvements: The City has identified the need for minor retaining wall
repairs, additional irrigation and planting, as well as repairs to V-ditches, which fall
outside the scope of the regular maintenance budget for the District. Repairs will be
addressed based upon need and available fund balance in the upcoming two-year
cycle.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 ASSESSMENT DIAGRAM
PART C
ASSESSMENT DISTRICT DIAGRAM
The boundaries of the District are shown herein. The lines and dimensions of each parcel
within the District are those lines and dimensions shown on the maps of the Alameda
County Assessor for the year in which this Report was prepared and are incorporated by
reference herein and made part of this Report.
A reduced copy of the Assessment Diagram is shown on the following page.
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City of Dublin
Landscape and Lighting District No. 1983-2
Assessment Diagram
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 METHOD OF APPORTIONMENT
PART D
METHOD OF APPORTIONMENT OF ASSESSMENTS
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."
Benefit Analysis
Each of the improvements have been carefully reviewed by the City and the
corresponding assessments have been proportionately spread to each parcel based on
special benefits received from the improvements as determined at the time the District
was established.
General Benefits — In reviewing each of the District improvements, the proximity of those
improvements to both properties within the District and those outside the District, as well
as the reasons for installing and constructing such improvements, it is evident that the
improvements are solely the result of developing properties within the District and the
ongoing maintenance and operation of these improvements will directly affect the
properties within the District. Although the improvements include public areas,
easements, rights-of-way, 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
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 METHOD OF APPORTIONMENT
determined that the improvements and the ongoing maintenance, servicing and
operation of those improvements provide no measurable general benefit to properties
outside the District or to the public at large, but clearly provide distinct and special benefits
to properties within the District.
Special Benefits — The method of apportionment (method of assessment) established
herein is based on the premise that each assessed parcel within the District receives
special benefits from the improvements and the desirability of those properties enhanced
by the presence of well-maintained landscaping near 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.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 METHOD OF APPORTIONMENT
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 rate.
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/condominiums of Amador Lakes Complex.
Maximum Assessment Rate
It is recognized that the cost of maintaining the District improvements increases slightly
every year because 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 for each property type shall be increased each fiscal
year 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" which is applied to all costs except utilities (water and electricity), plus
the actual percentage increase in utility costs (collectively, "Annual Escalation Factor").
In order to implement the District's Annual Escalation Factor annually, two rates were
developed based on the cost estimate that was prepared at the time the property owners
approved the annual escalator. The first rate (the "CPI Rate") was created to encompass
the annual District cost increases except for utilities. The second rate (the "Utility Rate")
was created to encompass the annual utility cost increases.
The Index is to be applied annually to the prior year's maximum CPI Rate for each
property type to pay for all costs except utilities. The maximum Utility Rate was
established to pay for all utility costs for each property type and is to be increased annually
by the percentage change in the budgeted amount for utilities as shown in the District's
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 METHOD OF APPORTIONMENT
annual fiscal year Engineer's Reports. The increase in utility costs shall be calculated by
taking the upcoming fiscal year's budgeted amount for utilities and subtracting the
District's previous highest yearly budgeted amount for utilities. This difference is used to
calculate the annual increase in the Utility Rate for each property type. The combination
of the maximum CPI Rate and maximum Utility Rate (collectively, "Maximum Assessment
Rate") shall equal the Maximum Assessment Rate for the upcoming fiscal year. Please
see Table 3 for details regarding the Maximum Assessment Rate for Fiscal Year 2023-24.
The timing of the annual percentage increase of the Index was changed beginning in 2018
and for each year thereafter for administrative purposes, to ensure the City is allowed the
time necessary to have all annual documents prepared and approved by the City Council
by June of each year, and to meet both County submittal and statutory requirements. Each
fiscal year, the City shall identify the annual percentage difference in the Index between
the most recent calendar year and that of the prior calendar year; more specifically, the
annual percentage change used to escalate the prior year's assessment rates for Fiscal
Year 2023-24 was determined based on the difference using the annual amount for
calendar years 2022 and 2021. 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 index as approved by the City Council for determining fluctuations in the cost
of living. The following table shows the Maximum Assessment Rates allowable for Fiscal
Year 2023-24.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 METHOD OF APPORTIONMENT
TABLE 3: MAXIMUM ASSESSMENT RATE
Landscape & Lighting District No. 1983-2
CPI for 2021 Calendar Year 304.60
CPI for 2022 Calendar Year 323.90
% Change in CPI - Increase 6.34%
FY 2022/23 Maximum Rate per SFR- CPI Rate $335.76
FY 2022/23 Maximum Rate per MFR- CPI Rate $56.77
FY 2023/24 Maximum Rate per SFR- CPI Rate $357.03
FY 2022/23 Maximum Rate per MFR- CPI Rate $60.37
Prior Year Maximum Utility Budget2 $37,020
Utility Budget for FY 2022/23 $31,443
Change in Utilities Rate- Increase3 0.00%
FY 2022/23 Maximum Rate per SFR- Utility Rate $152.03
FY 2022/23 Maximum Rate per MFR- Utility Rate $25.71
FY 2023/24 Maximum Rate per SFR- Utility Rate $152.03
FY 2023/24 Maximum Rate per MFR- Utility Rate $25.71
FY 2022/23 Maximum Assessment Rate per SFR $487.79
FY 2022/23 Maximum Assessment Rate per MFR $82.48
FY 2023/24 Maximum Assessment Rate per SFR4 $509.06
FY 2023/24 Maximum Assessment Rate per MFR4 $86.08
1CPI is based off of the All Urban Wage Earners and Clerical Workers.
2The FY2020/21 Budget Amount for Utilities was the previous highest
amount budgeted for utilitycosts.
3 Equals the%difference between the FY2022/23 and FY2023/24
Maximum Utility Rate. If the Utility Budget does not increase,no increase
will be realized.
4 Equals the FY2022/23 Maximum CPI Rate+Maximum Utility Rate.
If the City Council determines that an inflation adjustment is not required for a given fiscal
year, the City Council may authorize the ensuing fiscal year's assessment without applying
the adjustment formula to the amount levied. If the cost estimate and assessments for the
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.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1983-2 ASSESSMENT ROLL
PART E
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 on file under separate
cover with the City Clerk. Furthermore, 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 2023-24.
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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Attachment 5
IVM
DUBLIN
A LI EON I I ,fi
Landscape & Lighting
District No. 1986-1
Fiscal Year 2023-24
Final Engineer's Report
May 2, 2023
Prepared by
F R , N C I S C o Where innovative Strategies
AND YAS S O C I ATE S Fund Tomorrow Communities
123
CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 TABLE OF CONTENTS
Table of Contents
Page No.
Certificate ii
Section I - Introduction 1
Section II — Engineer's Report 3
Part A— Plans and Specifications 5
Part B — Estimate of Costs 6
Part C —Assessment District Diagram 10
Part D — Method of Apportionment of Assessments 12
Part E - Assessment Roll 17
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 CERTIFICATE
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPE AND LIGHTING DISTRICT NO. 1986-1
FISCAL YEAR 2023-24
The undersigned, acting on behalf of Francisco & Associates respectfully submits the
enclosed Engineer's Report as directed by the Dublin City Council pursuant to the
provisions of Article XIIID, Section 4 of the California Constitution, provisions of the
Landscaping and Lighting Act of 1972 and Section 22500 et al of the California Streets
and Highways Code. The undersigned certifies that he is a Professional Engineer,
registered in the State of California.
Dated: April 14, 2023 By:
Eduardo Espinoza, P.E.
RCE # 83709
ES51py(c;of
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C 83709 m
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Or CO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 INTRODUCTION
SECTION I
INTRODUCTION
The City of Dublin ("City") levies and collects special assessments on parcels within
Landscape and Lighting District No. 1986-1 ("District") to maintain the improvements
within the Villages in the Willow Creek area.
The assessments and method 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 sound walls, 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(s) or property owner(s) for those
individual developments.
A reduced copy of the Assessment Diagram showing the exterior boundaries of the
District is provided in Part C 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 Fiscal Year 2001-02, the assessments in the 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.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 INTRODUCTION
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.
Summary of District
A summary of the assessments to be levied in Fiscal Year 2023-24 for each property type
is shown in the table below.
TABLE 1: SUMMARY OF PROPOSED ASSESSMENTS
Landscape & Lighting District No. 1986-1
Property Type EDU Factor Assessment Rate
Single Family Residential (SFR) 1.00 per Parcel $308.82 per Parcel
Multi Family Residential (MFR) 0.50 per Unit $154.41 per Unit
Commercial 4.00 per Parcel $1,235.28 per Parcel
Exempt, Cemeteries, Common Open Space 0.00 per Parcel $0.00 per Parcel
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 ENGINEER'S REPORT
SECTION II
ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS
OF LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500
THROUGH 22679 OF THE CALIFORNIA
STREETS AND HIGHWAYS CODE
CITY OF DUBLIN
LANDSCAPE AND LIGHTING DISTRICT NO. 1986-1
FISCAL YEAR 2023-24
Pursuant to the Landscaping and Lighting Act of 1972 (Part 2 Division 15 of the Streets
and Highways Code of the State of California, commencing with Section 22500), and in
accordance with the Resolution of Intention, adopted by the City Council of the City of
Dublin on April 4, 2023, I, Eduardo Espinoza, the duly appointed Engineer of Work,
Assessment Engineer for the City of Dublin Landscape and Lighting District No. 1986-1
(the "District") submit the following Report, consisting of Section I (Introduction), and this,
Section II, which consists of five (5) parts as follows:
PART A: PLANS AND SPECIFICATIONS
This part describes the improvements maintained by the District. Plans and
specifications for the improvements are on file in the Office of the Director of Public
Works of the City of Dublin and are incorporated herein by reference.
PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposed improvements to be
maintained for Fiscal Year 2023-24, including incidental costs and expenses in
connection therewith. The estimate is attached hereto and is on file in the Office of the
Director of Public Works of the City of Dublin.
PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates a Diagram of the District showing the exterior boundaries of the
District, the boundaries of any zones within the District and the lines and dimensions of
each lot or parcel of land within the District. This Diagram has been prepared by the
Engineer of Work and is on file in the Office of the Director of Public Works of the City of
Dublin.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 ENGINEER'S REPORT
The lines and dimension of each lot or parcel within the District are those lines and
dimensions shown on the maps of the Alameda County Assessor for the year when this
Report was prepared. The Assessor's maps and records are incorporated by reference
herein and made a part of this Report.
PART D: METHOD OF APPORTIONMENT OF ASSESSMENTS
This part describes the method of apportionment of assessments, based upon each
parcel's land use classification within the District in proportion to the estimated special
benefits to be received.
PART E: ASSESSMENT ROLL
This part contains an assessment of the estimated cost of the improvements
apportioned to each benefited parcel of land within the District. The Assessment Roll is
filed in the Office of the City Clerk of the City of Dublin and is incorporated in this Report.
The list is keyed to the records of the Alameda County Assessor, which are incorporated
herein by reference.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 PLANS AND SPECIFICATIONS
PART A
PLANS AND SPECIFICATIONS
The District provides for the continued maintenance and servicing of landscaping,
including fencing and sound-walls within the public rights-of-way 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,
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
Public Works Department and are made a part of this report by reference.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 ESTIMATE OF COSTS
PART B
ESTIMATE OF COSTS
All landscaping and other eligible improvements within the District are maintained and
serviced on a regular basis. The proposed cost estimate for the District is shown on a
following page herein. 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 cost estimates are also
shown for the next two (2) fiscal years.
The following describes the general services and costs shown in the cost estimate.
District Costs
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 District Costs defined above.
Legal Notices — The cost of legal notices includes costs associated with preparation and
publishing of any, and all required legal notices associated with the District.
District Administration — The costs of contracting with professionals to provide
services specific to the annual 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 public works administration includes costs
derived by the City's Public Works Department or other department in relation to the
administration and management of the District.
County Collection Fee — The cost to the District for the County to collect assessments on
the annual secured property tax bills. Alameda County charges 1.7% of the total levy
amount.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 ESTIMATE OF COSTS
Miscellaneous Costs and Collections/(Credits) Applied to Levy
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 cost estimate 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 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 cost
estimate 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 or such funds are needed to pay for the annual operation and
maintenance of the District improvements. The actual fund balances and expenditures for
Capital Improvements are clearly identified under the Fund Balance Information section of
the Cost Estimate.
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 District (Direct and Administration) Costs, Reserve Fund Contributions
or Transfers, Contributions from Other Revenue Sources, and the Contribution
Replenishment (if any). Only those costs related to the improvements identified as
conferring special benefits to property within District are levied and collected on the tax roll.
The following page shows the cost estimates for Fiscal Year 2023-24 and 2024-25.
7 FRANCISCO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 ESTIMATE OF COSTS
Table 2: COST ESTIMATE
Landscape &Lighting District No. 1986-1
Projected
FY 2023-24 FY 2024-25
Cost Estimate Cost Estimate
DISTRICT REVENUES
Estimated Assessment Revenues $ 201,188 $ 205,212
Contributions from Other Revenue Sources $ 4,950 $ 5,445
Total District Revenues $ 206,138 $ 210,657
DISTRICT COSTS
Maintenance-Landscape(MCE Base Amount) $ 45,981 $ 47,360
Maintenance -Landscape(MCA Additional) $ - $ -
Utilities -Electricity $ 3,000 $ 3,150
Utilities -Water $ 76,800 $ 80,640
Miscellaneous Expenses $ - $ -
Legal Notices $ 592 $ 610
District Administration $ 3,512 $ 3,617
Public Works Administration $ - $ -
County Collection Fee $ 2,936 $ 3,024
Total District Costs $ 132,821 $ 138,402
MISCELLANEOUS COSTS AND COLLECTIONS/(CREDITS)APPLIED TO LEVY
Reserve Collection/(Transfer) $ - $ 2,790
Capital Improvement Fund Collection/(Transfer) $ 73,317 $ 69,465
Total Miscellaneous Costs and Collections/(Credits)Applied to Levy $ 73,317 $ 72,255
Balance to Levy $ 201,188 $ 205,212
Variance Between Estimated Assessment Revenue and Balance to Levy $ - $ -
Total Estimated Assessment Revenues at Maximum Rate2 $ 201,188 $ 205,212
Variance above/(below)Maximum Revenue $ - $ -
FUND BALANCE INFORMATION
Beginning Operating Reserve Fund Balance(est. 7/1/23 and 7/21/24) $ 66,411 $ 66,411
Reserve Fund Adjustments $ - $ 2,790
Transfer From/(To)Capital Improvement Fund $ - $ -
Prior/Penalties/Public Damage $ - $ -
Interest $ - $ -
Projected Operating Reserve Fund Balance at FY End (est. 6/30/24 and 6/30/25) $ 66,411 $ 69,201
Beginning Capital Improvement Fund Balance(est. 7/1/23 and 7/1/24)3 $ 223,235 $ 296,552
Capital Improvement Fund Adjustments $ 73,317 $ 69,465
Transfer From/(To)Reserve Fund $ - $ -
Prior/Penalties/Public Damage $ - $ -
Interest $ - $ -
Project Capital Improvement Fund Balance at FY end (est. 6/30/24 and 6/30/25) $ 296,552 $ 366,017
1Total District Revenues includes the estimated assessment revenue for each fiscal year and contributions from other revenue
sources such as interest earnings, etc.
2The Maximum Assessment Revenue for Fiscal Year(FY)2024/25 was estimated to be equal to the FY 2023/24 Maximum
Assessment Revenues and escalated by 2%.
3The City is planning to utilize the CIF Balance to contribute towards the cost for future fencing projects throughout the District.
8 FRANCISCO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 ESTIMATE OF COSTS
Capital Improvement Projects
In addition to collecting funds annually for maintenance, funds are also allowed to be
collected for capital improvement projects. Capital improvement projects generally include
the repair and replacement of public improvements authorized to be maintained by the
District. These funds are collected and often accumulated in a separate fund and are not
considered to be a part of the regular maintenance of the improvements.
Following is a list of capital improvement projects the City plans to address utilizing District
funds in the upcoming fiscal year and thereafter.
General Improvements: The City has identified the need for additional plantings, as
well as sidewalk repairs, which fall outside of the regular maintenance budget for this
District. Repairs will be addressed based upon need and available fund balance in
the upcoming two-year cycle.
Alamo Creek Park and Assessment District - Fence Replacement: The City has
identified the need to remove, replace, and/or repair tubular steel fencing throughout
the District and around and within Alamo Creek Park. The projects costs associated
with Alamo Creek Park fencing is not funded by the District, but is funded by the
City's General Fund. District funding needed for the project is currently anticipated to
be $400,000.
s FRANCISCO
ANDrASSOCIATES 134
CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 ASSESSMENT DIAGRAM
PART C
ASSESSMENT DISTRICT DIAGRAM
The boundaries of the District are shown herein. The lines and dimensions of each parcel
within the District are those lines and dimensions shown on the maps of the Alameda
County Assessor for the year in which this Report was prepared and are incorporated by
reference herein and made part of this Report.
A reduced copy of the Assessment Diagram is shown on the following page.
10 FRiNCISCO
ANDrASSOCIATES
135
City of Dublin
Landscape and Lighting District No. 1986-1
Assessment Diagram
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 METHOD OF APPORTIONMENT
PART D
METHOD OF APPORTIONMENT OF ASSESSMENTS
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."
Benefit Analysis
Each of the improvements have been carefully reviewed by the City and the
corresponding assessments have been proportionately spread to each parcel based on
special benefits received from the improvements as determined at the time the District
was established.
General Benefits — In reviewing each of the District improvements, the proximity of those
improvements to both properties within the District and those outside the District, as well
as the reasons for installing and constructing such improvements, it is evident that the
improvements are solely the result of developing properties within the District, and the
ongoing maintenance and operation of these improvements will directly affect the
properties within the District. Although the improvements include public areas,
easements, rights-of-way, 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
12 FRANCISCO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 METHOD OF APPORTIONMENT
operation of those improvements provide no measurable general benefit to properties
outside the District or to the public at large, but clearly provide distinct and special benefits
to properties within the District.
Special Benefits — The method of apportionment (method of assessment) established
herein is based on the premise that each assessed parcel within the District receives
special benefits from the improvements and the desirability of those properties is
enhanced by the presence of well-maintained landscaping near 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.
13 FRANCISCO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 METHOD OF APPORTIONMENT
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 that utilizes
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 1.00 EDU.
EDU's are assigned to the other land uses based upon the property's development
status, and type of development (County of Alameda land use code) as shown in the table
below.
TABLE 3: ASSESSMENT METHODOLOGY
Landscape & Lighting District No. 1986-1
Property Type EDU Factor
Single Family Residential (SFR) 1.00 per Parcel
Multi Family Residential (MFR) 0.50 per Unit
Commercial 4.00 per Parcel
Exempt, Cemeteries, Common Open Space 0.00 per Parcel
Single-Family Residential (SFR) — (County land use 1x) This land use identifies
properties that are developed for single-family residential use and are assigned a factor of
1.00 EDU per parcel. This is the base value that all other land use types are compared
and weighted against using EDUs.
Multi-Family Residential — This land use identifies properties that are developed for
multi-family use and are assigned a factor of 0.50 EDU per unit.
Commercial — This land use identifies properties that are classified for commercial use
and are assigned a factor of 4.00 EDU per parcel/lot.
Common Open Space, Cemeteries & Other Exempt Property — This land use
identifies properties that are exempt from assessment and are assigned 0.00 EDU.
The following formulas are used to calculate each property's assessment:
Total Balance to Levy/Total EDUs = Levy per EDU (Rate)
Parcel EDU x Levy per EDU = Parcel Levy Amount
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 METHOD OF APPORTIONMENT
Maximum Assessment Rate
It is recognized that the cost of maintaining the District improvements increases slightly
every year because 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 for each property type shall be increased each fiscal
year 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" which is applied to all costs except utilities (water and electricity), plus
the actual percentage increase in utility costs (collectively, "Annual Escalation Factor").
In order to implement the District's Annual Escalation Factor annually, two rates were
developed based on the cost estimate that was prepared at the time the property owners
approved the annual escalator. The first rate (the "CPI Rate") was created to encompass
the annual District cost increases except for utilities. The second rate (the "Utility Rate")
was created to encompass the annual utility cost increases.
The Index is to be applied annually to the prior year's maximum CPI Rate for each
property type to pay for all costs except utilities. The maximum Utility Rate was
established to pay for all utility costs for each property type and is to be increased annually
by the percentage change in the budgeted amount for utilities as shown in the District's
annual fiscal year Engineer's Reports. The increase in utility costs shall be calculated by
taking the upcoming fiscal year's budgeted amount for utilities and subtracting the
District's previous highest yearly budgeted amount for utilities. This difference is used to
calculate the annual increase in the Utility Rate for each property type. The combination
of the maximum CPI Rate and maximum Utility Rate (collectively, "Maximum Assessment
Rate") shall equal the Maximum Assessment Rate for the upcoming fiscal year. Please
see Table 3 for details regarding the Maximum Assessment Rate for Fiscal Year 2023-24.
The timing of the annual percentage increase of the Index was changed beginning in 2018
and for each year thereafter for administrative purposes, to ensure the City is allowed the
time necessary to have all annual documents prepared and approved by the City Council
by June of each year, and to meet both County submittal and statutory requirements.
Each fiscal year starting in 2018, the City shall identify the annual percentage difference in
the Index between the most recent calendar year and that of the prior calendar year; more
specifically, the annual percentage change used to escalate the prior year's assessment
rates for Fiscal Year 2023-24 was determined based on the difference using the annual
amount for calendar years 2022 and 2021. 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 index as approved by the City Council for determining fluctuations in
the cost of living. The following table shows the Maximum Assessment Rates allowable
for Fiscal Year 2023-24.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 METHOD OF APPORTIONMENT
TABLE 3: MAXIMUM ASSESSMENT RATE
Landscape & Lighting District No. 1986-1
CPI for 2021 Calendar Year' 304.60
CPI for 2022 Calendar Year 323.90
Change in CPI - Increase 6.34%
FY 2022/23 Maximum Rate per EDU - CPI Rate $170.32
FY 2023/24 Maximum Rate per EDU - CPI Rate $181.11
Prior Year Maximum Utility Budget2 $83,200
Utility Budget for FY 2023/24 $79,800
% Change in Utility Rate - Increase3 0.000%
FY 2022/23 Maximum Rate per EDU - Utility Rate $127.71
FY 2023/24 Maximum Rate per EDU - Utility Rate $127.71
FY 2022/23 Maximum Assessment Rate per EDU $298.03
FY 2023/24 Maximum Assessment Rate per EDU4 $308.82
1CPI is based off of the Al Urban Wage Earners and Clerical Workers.
2The FY2017/18 Budget Amount for Utilities was the previous highest
amount budgeted for utility costs.
3 Equals the%difference between the FY2022/23 and FY2023/24
Maximum Utility Rate. If the Utility Budget does not increase,no increase
will be realized.
4 Equals the FY2023/24 Maximum CPI Rate+Maximum Utility Rate.
If the City Council determines that an inflation adjustment is not required for a given fiscal
year, the City Council may authorize the ensuing fiscal year's assessment without
applying the adjustment formula to the amount levied. If the cost estimate and
assessments for the 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.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1986-1 ASSESSMENT ROLL
PART E
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 on file under separate
cover with the City Clerk. Furthermore, 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 2023-24.
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.
17 FRANCISCO
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Attachment 6
IVM
DUBLIN
A LI EON I I ,fi
Landscape & Lighting
District No. 1997-1
Fiscal Year 2023-24
Final Engineer's Report
May 2, 2023
Prepared by
F R , N C I S C o Where innovative Strategies
AND YAS S O C I ATE S Fund Tomorrow Communities
143
CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 TABLE OF CONTENTS
Table of Contents
Page No.
Certificate ii
Section I - Introduction 1
Section II — Engineer's Report 3
Part A— Plans and Specifications 5
Part B — Estimate of Costs 7
Part C —Assessment District Diagram 11
Part D — Method of Apportionment of Assessments 13
Part E - Assessment Roll 19
' FRANCISCO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 CERTIFICATE
ENGINEER'S REPORT
CITY OF DUBLIN
LANDSCAPE AND LIGHTING DISTRICT NO. 1997-1
FISCAL YEAR 2023-24
The undersigned, acting on behalf of Francisco & Associates respectfully submits the
enclosed Engineer's Report as directed by the Dublin City Council pursuant to the provisions
of Article XIIID, Section 4 of the California Constitution, provisions of the Landscaping and
Lighting Act of 1972 and Section 22500 et al of the California Streets and Highways Code.
The undersigned certifies that he is a Professional Engineer, registered in the State of
California.
Dated: April 14, 2023 By:
Eduardo Espinoza, P.E.
RCE # 83709
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FRANCISCO
ANOASSOCIATES 145
CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 INTRODUCTION
SECTION I
INTRODUCTION
The City of Dublin ("City") levies and collects special assessments on parcels within the City
of Dublin Landscape and Lighting District No. 1997-1 ("District") to maintain the landscaping
and irrigation improvements within the Santa Rita area.
The assessments and method 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 422 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 within this report.
A reduced copy of the Assessment Diagram showing the exterior boundaries of the District
is provided in Part C 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 Proposition 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.
FRANCISCO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 INTRODUCTION
Summary of District
A summary of the assessments to be levied in Fiscal Year 2023-24 for each property type
is shown in the table below.
TABLE 1: SUMMARY OF PROPOSED ASSESSMENTS
Landscape & Lighting District No. 1997-1
Development/Property Type Assessment Rate
California Creekside Single Family Residential (SFR) $128.52 per Parcel
California Brookside Multi Family Residential (MFR) $55.69 per Unit
Summer Glen -
Richmond American (North) Lots $112.54 per Parcel
Summer Glen Richmond American (South) Lots $123.85 per Parcel
Summer Glen Kaufman & Broad Lots $172.36 per Parcel
Summer Glen Pulte Lots $216.24 per Parcel
Dublin Greene Tract 7084 Single Family Residential $136.13 per Parcel
Dublin Greene Tract 7149 Single Family Residential $102.50 per Parcel
Dublin Greene Tract 7149 Condominiums $53.43 per Unit
Other Parcels Including Retail, Office, and Industrial' $903.85 per Acre
1Other Parcels includes all other land uses including commercial, retail, office, industrial,
and all other parcels that do not fall into one of the developments/property types referenced
above.
2 FRANCISCO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 ENGINEER'S REPORT
SECTION II
ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS
OF LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500
THROUGH 22679 OF THE CALIFORNIA
STREETS AND HIGHWAYS CODE
CITY OF DUBLIN
LANDSCAPE AND LIGHTING DISTRICT NO. 1997-1
FISCAL YEAR 2023-24
Pursuant to the Landscaping and Lighting Act of 1972 (Part 2 Division 15 of the Streets
and Highways Code of the State of California, commencing with Section 22500), and in
accordance with the Resolution of Intention, adopted by the City Council of the City of
Dublin on April 4, 2023, I, Eduardo Espinoza, the duly appointed Engineer of Work,
Assessment Engineer for the City of Dublin Landscape and Lighting District No. 1997-1
(the "District") submit the following Report, consisting of Section I (Introduction), and this,
Section II (Engineer's Report), which consists of five (5) parts as follows:
PART A: PLANS AND SPECIFICATIONS
This part describes the improvements maintained by the District. Plans and specifications
for the improvements are on file in the Office of the Director of Public Works of the City of
Dublin and are incorporated herein by reference.
PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposed improvements to be
maintained for Fiscal Year 2023-24, including incidental costs and expenses in
connection therewith. The estimate is attached hereto and is on file in the Office of the
Director of Public Works of the City of Dublin.
PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates a Diagram of the District showing the exterior boundaries of the
District, the boundaries of any zones within the District and the lines and dimensions of
each lot or parcel of land within the District. This Diagram has been prepared by the
Engineer of Work and is on file in the Office of the Director of Public Works of the City of
Dublin.
3 FRANCISCO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 ENGINEER'S REPORT
The lines and dimension of each lot or parcel within the District are those lines and
dimensions shown on the maps of the Alameda County Assessor for the year when this
Report was prepared. The Assessor's maps and records are incorporated by reference
herein and made a part of this Report.
PART D: METHOD OF APPORTIONMENT OF ASSESSMENTS
This part describes the method of apportionment of assessments, based upon each
parcel's land use classification within the District in proportion to the estimated special
benefits to be received.
PART E: ASSESSMENT ROLL
This part contains an assessment of the estimated cost of the improvements to be
apportioned to each benefited parcel of land within the District. The Assessment Roll is
filed in the Office of the City Clerk of the City of Dublin and is incorporated in this Report.
The list is keyed to the records of the Alameda County Assessor, which are incorporated
herein by reference.
4 FRANCISCO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 PLANS AND SPECIFICATIONS
PART A
PLANS AND SPECIFICATIONS
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 1-580 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, 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;
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LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 PLANS AND SPECIFICATIONS
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.
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
Public Works Department and are made a part of this report by reference.
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LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 ESTIMATE OF COSTS
PART B
ESTIMATE OF COSTS
All landscaping and other eligible improvements within the District are maintained and
serviced on a regular basis. The proposed cost estimate for the District is shown on a
following page herein. 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 cost estimates are also
shown for the next two (2) fiscal years.
The following describes the general services and costs shown in the cost estimate.
District Costs
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 District Costs defined above.
Legal Notices — The cost of legal notices includes costs associated with preparation and
publishing of any, and all required legal notices associated with the District.
District Administration — The costs of contracting with professionals to provide
services specific to the annual 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 public works administration includes costs
derived by the City's Public Works Department or other department in relation to the
administration and management of the District.
County Collection Fee — The cost to the District for the County to collect assessments on
the annual secured property tax bills. Alameda County charges 1.7% of the total levy
amount.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 ESTIMATE OF COSTS
Miscellaneous Costs and Collections/(Credits) Applied to Levy
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 cost estimate 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 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 cost
estimate 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 or such funds are needed to pay for the annual operation and
maintenance of the District improvements. The actual fund balances and expenditures for
capital improvements are clearly identified under the Fund Balance Information section of
the Cost estimate.
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 District (Direct and Administration) Costs, Reserve Fund Contributions or
Transfers, Contributions from Other Revenue Sources, and the Contribution
Replenishment (if any). Only those costs related to the improvements identified as
conferring special benefits to property within the District are levied and collected on the tax
roll.
The following page shows the cost estimates for Fiscal Year 2023-24 and 2024-25.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 ESTIMATE OF COSTS
Table 2:COST ESTIMATE
Landscape &Lighting District No. 1997-1
Projected
FY 2023-24 FY 2024-25
Cost Estimate Cost Estimate
DISTRICT REVENUES
Estimated Assessment Revenues $ 380,680 $ 388,294
Contributions from Other Revenue Sources $ 11,000 $ 12,000
Total District Revenues $ 391,680 $ 400,294
DISTRICT COSTS
Maintenance-Landscape(MCE Base Amount) $ 213,377 $ 219,778
Maintenance -Landscape(MCE Additional) $ - $ -
Utilities-Electricity $ 900 $ 945
Utilities-Water $ 121,716 $ 127,802
Miscellaneous Expenses $ 14,700 $ 15,435
Legal Notices $ 592 $ 610
District Administration $ 3,512 $ 3,617
Public Works Administration $ - $ -
County Collection Fee $ 7,210 $ 7,426
Total District Costs $ 362,007 $ 375,614
MISCELLANEOUS COSTS AND COLLECTIONS/(CREDITS)APPLIED TO LEVY
Reserve Collection/(Transfer) $ - $ 6,803
Capital Improvement Fund Collection/(Transfer) $ 29,673 $ 17,877
Total Miscellaneous Costs and Collections/(Credits)Applied to Levy $ 29,673 $ 24,680
Balance to Levy $ 380,680 $ 388,294
Variance Between Estimated Assessment Revenue and Balance to Levy $ - $ -
Total Estimated Assessment Revenues at Maximum Rate2 $ 709,961 $ 724,160
Variance above/(below)Maximum Revenue $ (329,281) $ (335,867)
FUND BALANCE INFORMATION
Beginning Operating Reserve Fund Balance(est. 7/1/23 and 7/21/24) $ 181,004 $ 181,004
Reserve Fund Adjustment $ - $ 6,803
Transfer From/(To)Capital Improvement Fund $ - $ -
Prior/Penalties/Public Damage $ - $ -
Interest $ - $ -
Projected Operating Reserve Fund Balance at FY End(est. 6/30/24 and 6/30/25) $ 181,004 $ 187,807
Beginning Capital Imrpovement Fund Balance(est. 7/1/23 and 7/1/24) $ 958,900 $ 988,573
Capital Improvement Fund Adjustments $ 29,673 $ 17,877
Transfer From/(To)Reserve Fund $ - $ -
Prior/Penalties/Public Damage $ - $ -
Interest $ - $ -
Project Capital Imrpovement Fund Balance at FY end(est. 6/30/24 and 6/30/25) $ 988,573 $ 1,006,450
1Total District Revenues includes the estimated assessment revenue for each fiscal year and contributions from other revenue sources
such as interest earnings, etc.
2The Maximum Assessment Revenue for Fiscal Year(FY)2024/25 was estimated to be equal to the FY 2023/24 Maximum Assessment
Revenues and escalated by 2%.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 ESTIMATE OF COSTS
Capital Improvement Projects
In addition to collecting funds annually for maintenance, funds are also allowed to be
collected for capital improvement projects. Capital improvement projects generally include
the repair and replacement of public improvements authorized to be maintained by the
District. These funds are collected and often accumulated in a separate fund and are not
considered to be a part of the regular maintenance of the improvements.
Following is a list of capital improvement projects the City plans to address utilizing District
funds in the upcoming fiscal year and thereafter.
General Improvements: The City has identified the need for minor sound wall
repairs, as well as pavement/trail repairs at Tassajara Creek, which are outside of
the scope of the regular maintenance budget for this District. Repairs will be
addressed based upon the need and available fund balance in the upcoming two-
year cycle.
Persimmon Drive Asphalt Path Rehabilitation: The City has identified the need
for rehabilitation of the asphalt trail adjacent to Persimmon Drive.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 ASSESSMENT DIAGRAM
PART C
ASSESSMENT DISTRICT DIAGRAM
The boundaries of the District are shown herein. The lines and dimensions of each parcel
within the District are those lines and dimensions shown on the maps of the Alameda
County Assessor for the year in which this Report was prepared and are incorporated by
reference herein and made part of this Report.
A reduced copy of the Assessment Diagram is shown on the following page.
11 FRANCISCO
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City of Dublin
Landscape and Lighting District No. 1997-1
Assessment Diagram
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 METHOD OF APPORTIONMENT
PART D
METHOD OF APPORTIONMENT OF ASSESSMENTS
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."
Benefit Analysis
Each of the improvements have been carefully reviewed by the City and the
corresponding assessments have been proportionately spread to each parcel based on
special benefits received from the improvements as determined at the time the District
was established.
General Benefits — In reviewing each of the District improvements, the proximity of those
improvements to both properties within the District and those outside the District, as well
as the reasons for installing and constructing such improvements, it is evident that the
improvements are solely the result of developing properties within the District and the
ongoing maintenance and operation of these improvements will directly affect the
properties within the District. Although the improvements include public areas,
easements, rights-of-way, 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
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 METHOD OF APPORTIONMENT
determined that the improvements and the ongoing maintenance, servicing and
operation of those improvements provide no measurable general benefit to properties
outside the District or to the public at large, but clearly provide distinct and special benefits
to properties within the District.
Special Benefits — The method of apportionment (method of assessment) established
herein is based on the premise that each assessed parcel within the District receives
special benefits from the improvements and the desirability of those properties enhanced
by the presence of well—maintained landscaping in close proximity to those properties.
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:
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 METHOD OF APPORTIONMENT
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.
Assessment Methodology
The initial Engineer's Report provided 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 anticipated at the time of formation for build-out of all property within the District.
The cost of the improvements was 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, retail, office, industrial, and all other parcel classifications not
referenced herein' 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 development.
5. If the initial 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 budgeted 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), the assessment shall be reduced proportionately to
reflect the reduced cost of improvements in that year.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 METHOD OF APPORTIONMENT
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 $903.85 multiplied by the number of acres per
individual lot for Fiscal Year 2023-24.
Maximum Assessment Rate
It is recognized that the cost of maintaining the District improvements increases slightly
every year because 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 for each development/property type shall be
increased each fiscal year 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" which is applied to all costs except utilities
(water and electricity), plus the actual percentage increase in utility costs (collectively,
"Annual Escalation Factor").
In order to implement the District's Annual Escalation Factor annually, two rates were
developed based on the cost estimate that was prepared at the time the property owners
approved the annual escalator. The first rate (the "CPI Rate") was created to encompass
the annual District cost increases except for utilities. The second rate (the "Utility Rate")
was created to encompass the annual utility cost increases.
The Index is to be applied annually to the prior year's maximum CPI Rate for each
development/property type to pay for all costs except utilities. The maximum Utility Rate
was established to pay for all utility costs for each development/property type and is to be
increased annually by the percentage change in the budgeted amount for utilities as
shown in the annual District's fiscal year Engineer's Reports. The increase in utility costs
shall be calculated by taking the upcoming fiscal year's budgeted amount for utilities and
subtracting the District's previous highest yearly budgeted amount for utilities. This
difference is used to calculate the annual increase in the Utility Rate for each
development/property type. The combination of the maximum CPI Rate and maximum
Utility Rate (collectively, "Maximum Assessment Rate") shall equal the Maximum
Assessment Rate for the upcoming fiscal year. Please see Table 3 for details regarding
the Maximum Assessment Rate for Fiscal Year 2023-24.
The timing of the annual percentage increase of the Index was changed beginning in
2018 and for each year thereafter for administrative purposes, to ensure the City is
allowed the time necessary to have all annual documents prepared and approved by the
16 FRANCISCO
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 METHOD OF APPORTIONMENT
City Council by June of each year, and to meet both County submittal and statutory
requirements. Each fiscal year starting in 2018, the City shall identify the annual
percentage difference in the Index between the most recent calendar year and that of the
prior calendar year; more specifically, the annual percentage change used to escalate the
prior year's assessment rates for Fiscal Year 2023-24 was determined based on the
difference using the annual amount for calendar years 2022 and 2021. 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 index as approved by the City Council
for determining fluctuations in the cost of living. The following table shows the Maximum
Assessment Rates allowable for Fiscal Year 2023-24.
TABLE 3: MAXIMUM ASSESSMENT RATE
Landscape & Lighting District No. 1997-1
CPI for 2021 Calendar Year 304.602
CPI for 2022 Calendar Year 323.900
Change in CPI - Increase 6.34%
FY 2022/23 Maximum Rate per Acre - CPI Rate $1,309.24
FY 2023/24 Maximum Rate per Acre - CPI Rate $1,392.19
Prior Year Maximum Utility Budget2 $116,575
Utility Budget for FY 2023/24 $122,616
% Change in Utilities Rate - Increase3 5.18%
FY 2022/23 Maximum Rate per Acre - Utility Rate $279.01
FY 2023/24 Maximum Rate per Acre - Utility Rate $293.46
FY 2022/23 Maximum Assessment Rate per Acre $1,588.25
FY 2023/24 Maximum Assessment Rate per Acre4 $1,685.65
1 CPI is based off of the Al Urban Wage Earners and Clerical Workers.
2The FY2022/23 Budget Amountfor Utilities was the previous highest
amount budgeted for utility costs.
3 Equals the % difference between the Prior Year Utility Budget and the
Current Year Utility Budget. If the Utility Budget does not increase,no
increase will be realized.
4 Equals the FY2023/24 Maximum CPI Rate + Maximum Utility Rate.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 METHOD OF APPORTIONMENT
If the City Council determines that an inflation adjustment is not required for a given fiscal
year, the City Council may authorize the ensuing fiscal year's assessment without
applying the adjustment formula to the amount levied. If the cost estimate and
assessments for the 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.
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CITY OF DUBLIN FY 2023-24
LANDSCAPE AND LIGHTING DISTRICT No. 1997-1 ASSESSMENT ROLL
PART E
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 on file under separate
cover with the City Clerk. Furthermore, 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 2023-24.
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.
19 FRANCISCO
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Attachment 7
IVM
DUBLIN
A LI EON [ II
,fi
Street Lighting
District No. 1999-1
Fiscal Year 2023-24
Final Engineer's Report
May 2, 2023
Prepared by
F R , N C I S C o Where innovative Strategies
AND YAS S O C I ATE S Fund Tomorrow Communities
165
CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 TABLE OF CONTENTS
Table of Contents
Page No.
Certificate ii
Section I - Introduction 1
Section II — Engineer's Report 3
Part A— Plans and Specifications 5
Part B — Estimate of Costs 7
Part C —Assessment District Diagram 11
Part D — Method of Apportionment of Assessments 13
Part E - Assessment Roll 18
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 CERTIFICATE
ENGINEER'S REPORT
CITY OF DUBLIN
STREET LIGHTING MAINTENANCE DISTRICT NO. 1999-1
FISCAL YEAR 2023-24
The undersigned, acting on behalf of Francisco & Associates respectfully submits the
enclosed Engineer's Report as directed by the Dublin City Council pursuant to the provisions
of Article XIIID, Section 4 of the California Constitution, provisions of the Landscaping and
Lighting Act of 1972 and Section 22500 et al of the California Streets and Highways Code.
The undersigned certifies that he is a Professional Engineer, registered in the State of
California.
Dated: April 14, 2023 By:
Eduardo Espinoza, P.E.
RCE # 83709
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FRANCISCO
ANDrASSOCIATES 167
CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 INTRODUCTION
SECTION I
INTRODUCTION
The City of Dublin ("City") levies and collects special assessments on parcels within the
City of Dublin Street Lighting Maintenance District No. 1999-1 ("District") to maintain the
public street lighting improvements within the District.
The assessments and method 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 (excluding the golf course). Tract 7067, which is the Clifden
Parc development off Mountain Rise Place in the western hills of the City 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 .
Tract 8102, which is the Tassajara Hills Phase 1 was annexed to the District in 2017. One
reason for the formation of the District was that a special decorative lighting fixture was
designed and installed throughout the area to create a community element as part of the
development. A Diagram showing the exterior boundaries of the District is provided within
this Report.
A reduced copy of the Assessment Diagram showing the exterior boundaries of the
District is provided in Part C 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.
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.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 INTRODUCTION
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.
Summary of District
A summary of the assessments to be levied in Fiscal Year 2023-24 for each property type
is shown in the table below.
TABLE 1: SUMMARY OF PROPOSED ASSESSMENTS
Street Lighting District No. 1999-1
Property Type EDU Factor Assessment Rate
Single Family Residential (SFR) 1.00 per Parcel $38.03 per Parcel
Commercial 5.50 per Acre $209.15 per Acre
Exempt, Cemeteries, Common Open Space 0.00 per Parcel $0.00 per Parcel
2 FRANCISCO
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 ENGINEER'S REPORT
SECTION II
ENGINEER'S REPORT PREPARED PURSUANT TO THE PROVISIONS
OF LANDSCAPING AND LIGHTING ACT OF 1972 SECTION 22500
THROUGH 22679 OF THE CALIFORNIA
STREETS AND HIGHWAYS CODE
CITY OF DUBLIN
STREET LIGHTING MAINTENANCE DISTRICT NO. 1999-1
FISCAL YEAR 2023-24
Pursuant to the Landscaping and Lighting Act of 1972 (Part 2 Division 15 of the Streets
and Highways Code of the State of California, commencing with Section 22500), and in
accordance with the Resolution of Intention, adopted by the City Council of the City of
Dublin on April 4, 2023, I, Eduardo Espinoza, the duly appointed Engineer of Work,
Assessment Engineer for the City of Dublin Street Lighting Maintenance District No.
1999-1 (the "District") submit the following Report, consisting of Section I (Introduction),
and this Section II (Engineer's Report), which consists of five (5) parts as follows:
PART A: PLANS AND SPECIFICATIONS
This part describes the improvements maintained by the District. Plans and specifications
for the improvements are on file in the Office of the Director of Public Works of the City of
Dublin and are incorporated herein by reference.
PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposed improvements to be maintained
for Fiscal Year 2023-24, including incidental costs and expenses in connection therewith.
The estimate is attached hereto and is on file in the Office of the Director of Public Works
of the City of Dublin.
PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates a Diagram of the District showing the exterior boundaries of the
District, the boundaries of any zones within the District and the lines and dimensions of
each lot or parcel of land within the District. This Diagram has been prepared by the
Engineer of Work and is on file in the Office of the Director of Public Works of the City of
Dublin.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 ENGINEER'S REPORT
The lines and dimension of each lot or parcel within the District are those lines and
dimensions shown on the maps of the Alameda County Assessor for the year when this
Report was prepared. The Assessor's maps and records are incorporated by reference
herein and made a part of this Report.
PART D: METHOD OF APPORTIONMENT OF ASSESSMENTS
This part describes the method of apportionment of assessments, based upon each
parcel's land use classification within the District in proportion to the estimated special
benefits to be received.
PART E: ASSESSMENT ROLL
This part contains an assessment of the estimated cost of the improvements to be
apportioned to each benefited parcel of land within the District. The Assessment Roll is
filed in the Office of the City Clerk of the City of Dublin and is incorporated in this Report.
The list is keyed to the records of the Alameda County Assessor, which are incorporated
herein by reference.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 PLANS AND SPECIFICATIONS
PART A
PLANS AND SPECIFICATIONS
The District provides for the continued installation, maintenance, and servicing of street
lighting improvements within the public rights-of-way 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 streetlights age, the number of repairs are
increasing. In addition, a portion of the funds collected from the annual assessments of the
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 CIF 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. These funds are not considered part of the regular
maintenance of the improvements or a part of the Operating Reserve Fund.
In Fiscal Year 2012-13, 321 streetlights in the District were retrofitted with new light emitting
diode (LED) fixtures. The total construction cost for these improvements was $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, 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, 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;
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 PLANS AND SPECIFICATIONS
b) The costs of printing, advertising, and the publishing, posting, and mailing of
notices;
c) Compensation payable to the County for collection of assessments;
d) Compensation of any engineer or attorney employed to render services;
e) Any other expenses incidental to the construction, installation, or maintenance
and servicing of the improvements; and,
f) Costs associated with any elections held for the approval of a new or increased
assessment.
Pursuant to the 1972 Act:
"Maintain" or "maintenance" means the furnishing of services and materials for
the ordinary and usual maintenance, operation, and servicing of any improvement,
including repair, removal, or replacement of all or any part of any improvement.
"Service" or "servicing" means the furnishing of electric current or energy, gas, or
other illuminating agent for any public lighting facilities or for the lighting or
operation of any other improvements.
Drawings showing the specific locations of the improvements are on file in the City's Public
Works Department and are made a part of this report by reference.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 ESTIMATE OF COSTS
PART B
ESTIMATE OF COSTS
All public streetlights and other eligible improvements within the District are maintained and
serviced on a regular basis. The proposed cost estimate for the District is shown on a
following page herein. 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 cost estimates are also
shown for the next two (2) fiscal years.
The following describes the general services and costs shown in the cost estimate.
District Costs
Operating Supplies — The cost of supplies for 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 both large scheduled and unscheduled, but necessary 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 streetlight electrical energy use, including miscellaneous
utility charges.
Miscellaneous Expenses — Costs that cannot easily be categorized into any of the
other District Costs defined above.
Legal Notices — The cost of legal notices includes costs associated with preparation and
publishing of any, and all required legal notices associated with the District.
District Administration — The costs of contracting with professionals to provide
services specific to the annual 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 public works administration includes costs
derived by the City's Public Works Department or other department in relation to the
administration and management of the District.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 ESTIMATE OF COSTS
County Collection Fee — The cost to the District for the County to collect assessments on
the annual secured property tax bills. Alameda County charges 1.7% of the total levy
amount.
Miscellaneous Costs and Collections/(Credits) Applied to Levy
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 cost estimate 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 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 cost
estimate 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 or such funds are needed to pay for the annual operation and
maintenance of the District improvements. The actual fund balances and expenditures for
Capital Improvements are clearly identified under the Fund Balance Information section of
the cost estimate.
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 District (Direct and Administration) Costs, Reserve Fund Contributions
or Transfers, Contributions from Other Revenue Sources, and the Contribution
Replenishment (if any). Only those costs related to the improvements identified as
conferring special benefits to property are levied and collected on the tax roll.
The following page shows the cost estimates for Fiscal Year 2023-24 and 2024-25.
8 FRANCISCO
ANDrASSOCIATES 175
CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 ESTIMATE OF COSTS
Table 2: COST ESTIMATE
Street Lighting District No. 1999-1
P roj a cte d
FY 2023-24 FY 2024-25
Cost Estimate Cost Estimate
DISTRICT REVENUES
Estimated Assessment Revenues $ 338,543 $ 345,314
Contributions from Other Revenue Sources $ 13,750 $ 15,125
Total District Revenues' $ 352,293 $ 360,439
DISTRICT COSTS
Operating Supplies $ 10,000 $ 10,000
Contract with Alameda County $ 93,225 $ 97,886
California Street Light Association $ 400 $ 400
Utilities -Electricity $ 149,400 $ 156,870
Miscellaneous Expenses $ - $ -
Legal Notices $ 592 $ 610
District Administration $ 4,000 $ 4,120
Public Works Administration $ - $ -
County Collection Fee $ 6,077 $ 6,259
Total District Costs $ 263,694 $ 276,145
MISCELLANEOUS COSTS AND COLLECTIONS/(CREDITS)APPLIED TO LEVY
Reserve Fund Collection/(Transfer) $ - $ 6,226
Capital Improvement Fund Collection/(Transfer) $ 88,599 $ 78,068
Total Miscellaneous Costs and Collections/(Credits)Applied to Levy $ 88,599 $ 84,293
Balance to Levy $ 338,543 $ 345,314
Variance Between Estimated Assessment Revenue and Balance to Levy $ - $ -
Total Estimated Assessment Revenues at Maximum Rate2 $ 594,262 $ 606,147
Variance above/(below)Maximum Revenue $ (255,719) $ (260,833)
FUND BALANCE INFORMATION
Beginning Operating Reserve Fund Balance(est. 7/1/23 and 7/1/24) $ 131,847 $ 131,847
Reserve Fund Adjustment $ - $ 6,226
Transfer From/(To)Capital Improvement Fund $ - $ -
Prior/Penalties/Public Damage $ - $ -
Interest $ - $ -
Projected Operating Reserve Fund Balance at FY End (est. 6/30/24 and 6/30/25) $ 131,847 $ 138,073
Beginning Capital Improvement Fund Balance(est. 7/1/23 and 7/1/24) $ 387,896 $ 434,494
Capital Improvement Fund Adjustments $ 88,599 $ 78,068
LED Conversions/Special Projects $ - $ -
Transfer Out for Capital Improvement Projects $ (42,000) $ (42,000)
Transfer From/(To)Reserve Fund $ - $ -
Prior/Penalties/Public Damage $ - $ -
Interest $ - $ -
Project Capital Improvement Fund Balance at FY end (est. 6/30/24 and 6/30/25) $ 434,494 $ 470,562
'Total District Revenues includes the estimated assessment revenue for each fiscal year and contributions from other revenue
sources such as interest earnings, etc.
2The Maximum Assessment Revenue for Fiscal Year(FY)2024/25 was estimated to be equal to the FY 2023/24 Maximum
Assessment Revenues and escalated by 2%.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 ESTIMATE OF COSTS
Capital Improvement Projects
In addition to collecting funds annually for maintenance, funds are also allowed to be
collected for capital improvement projects. Capital improvement projects generally include
the repair and replacement of public improvements authorized to be maintained by the
District. These funds are collected and often accumulated in a separate fund and are not
considered to be a part of the regular maintenance of the improvements.
Following is a list of capital improvement projects the City plans to address utilizing District
funds in the upcoming fiscal year and thereafter.
Light Pole Painting: The City has identified the need for regular painting of light
poles within the District.
Citywide Energy Improvements: The City identified the need to upgrade
streetlights to energy-efficient light emitting diode (LED) technology. The LED project
is funded and underway, and no further funding from the District is needed.
10 FRANCISCO
ANDrASSOCIATES 177
CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 ASSESSMENT DIAGRAM
PART C
ASSESSMENT DISTRICT DIAGRAM
The boundaries of the District are shown herein. The lines and dimensions of each parcel
within the District are those lines and dimensions shown on the maps of the Alameda
County Assessor for the year in which this Report was prepared and are incorporated by
reference herein and made part of this Report.
A reduced copy of the Assessment Diagram is shown on the following page.
11 FRANCISCO
ANDyASSOCIATES 178
City of Dublin
Street Lighting District No. 1999-1
Assessment Diagram
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1 - Foot 179-
CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 METHOD OF APPORTIONMENT
PART D
METHOD OF APPORTIONMENT OF ASSESSMENTS
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."
Benefit Analysis
Each of the improvements have been carefully reviewed by the City and the
corresponding assessments have been proportionately spread to each parcel based on
special benefits received from the improvements as determined at the time the District
was established.
General Benefits — In reviewing each of the District improvements, the proximity of those
improvements to both properties within the District and those outside the District, as well
as the reasons for installing and constructing such improvements, it is evident that the
improvements are solely the result of developing properties within the District and the
ongoing maintenance and operation of these improvements will directly affect the
properties within the District. Although the improvements include public areas, easements,
rights-of-way, 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
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 METHOD OF APPORTIONMENT
determined that the improvements and the ongoing maintenance, servicing and operation
of those improvements provide no measurable general benefit to properties outside the
District or to the public at large, but clearly provide distinct and special benefits to
properties within the District.
Special Benefits — The method of apportionment (method of assessment) established
herein is based on the premise that each assessed parcel within the District receives
special benefits from the improvements and the desirability and security of those properties
is enhanced by the presence of public lighting in close proximity to those properties.
The special benefits of street lighting and other public lighting facilities are for the
convenience, safety, and security of property, improvements, and goods. Specifically:
1) Enhanced deterrence of crime and to aid 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 acts 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 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 rate.
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 METHOD OF APPORTIONMENT
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 that utilizes
Equivalent Dwelling Units (EDU). The 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 1.00 EDU since it represented 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.
TABLE 3:ASSESSMENT METHODOLOGY
Street Lighting District No. 1999-1
Property Type EDU Factor
Single Family Residential (SFR) 1.00 per Parcel
Commercial 5.50 per Acre
Exempt, Cemeteries, Common Open Space 0.00 per Parcel
Single-Family Residential (SFR) — (County land use 1x, 2x, 7x) This land use identifies
properties that are developed for single-family residential use and are assigned a factor of
1.00 EDU per parcel. This is the base value that all other land use types are compared
and weighted against (i.e., 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 units. 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 for 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. In addition, institutional property, such as
schools and other types of public property are identified within this category.
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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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 METHOD OF APPORTIONMENT
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
Maximum Assessment Rate
It is recognized that the cost of maintaining the District improvements increases slightly
every year because 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 for each property type shall be increased each fiscal
year 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" which is applied to all costs except utilities (water and electricity), plus
the actual percentage increase in utility costs (collectively, "Annual Escalation Factor").
In order to implement the District's Annual Escalation Factor annually, two rates were
developed based on the cost estimate that was prepared at the time the property owners
approved the annual escalator. The first rate (the "CPI Rate") was created to encompass
the annual District cost increases except for utilities. The second rate (the "Utility Rate")
was created to encompass the annual utility cost increases.
The Index is to be applied annually to the prior year's maximum CPI Rate for each
property type to pay for all costs except utilities. The maximum Utility Rate was
established to pay for all utility costs for each property type and is to be increased
annually by the percentage change in the budgeted amount for utilities as shown in the
annual District's fiscal year Engineer's Reports. The increase in utility costs shall be
calculated by taking the upcoming fiscal year's budgeted amount for utilities and
subtracting the District's previous highest yearly budgeted amount for utilities. This
difference is used to calculate the annual increase in the Utility Rate for each property
type. The combination of the maximum CPI Rate and maximum Utility Rate (collectively,
"Maximum Assessment Rate") shall equal the Maximum Assessment Rate for the
upcoming fiscal year. Please see Table 3 for details regarding the Maximum Assessment
Rate for Fiscal Year 2023-24.
The timing of the annual percentage increase of the Index was changed beginning in
2018 and for each year thereafter for administrative purposes, to ensure the City is
allowed the time necessary to have all annual documents prepared and approved by the
City Council by June of each year, and to meet both County submittal and statutory
requirements. Each fiscal year starting in 2018, the City shall identify the annual
percentage difference in the Index between the most recent calendar year and that of the
prior calendar year; more specifically, the annual percentage change used to escalate the
prior year's assessment rates for Fiscal Year 2023-24 was determined based on the
difference using the annual amount for calendar years 2022 and 2021. Should the
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CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 METHOD OF APPORTIONMENT
Bureau of Labor Statistics revise such Index or discontinue the preparation of such Index,
the City shall use the revised index or comparable index as approved by the City Council
for determining fluctuations in the cost of living. The following table shows the Maximum
Assessment Rates allowable for Fiscal Year 2023-24.
TABLE 4: MAXIMUM ASSESSMENT RATE
Street Lighting District No. 1999-1
CPI for 2021 Calendar Year 304.602
CPI for 2022 Calendar Year' 323.900
% Change in CPI - Increase 6.34%
FY 2022/23 Maximum Rate per EDU - CPI Rate $41.28
FY 2023/24 Maximum Rate per EDU - CPI Rate $43.90
Prior Year Maximum Utility Budget2 $183,600
Utility Budget for FY 2022/23 $149,400
Change in Utility Rate - Increase3 0.000%
FY 2022/23 Maximum Rate per EDU - Utility Rate $22.85
FY 2023/24 Maximum Rate per EDU - Utility Rate $22.85
FY 2022/23 Maximum Assessment Rate per EDU $64.14
FY 2023/24 Maximum Assessment Rate per EDU4 $66.75
1CPI is based off of the Al Urban Wage Earners and Clerical Workers.
2The FY2021/22 Budget Amount for Utilities was the previous highest
amount budgeted for utility costs.
3 Equals the%difference between the FY2022/23 and FY2023/24
Maximum Utility Rate. If the Utility Budget does not increase,no increase
will be realized.
4 Equals the FY2023/24 Maximum CPI Rate+Maximum Utility Rate.
If the City Council determines that an inflation adjustment is not required for a given fiscal
year, the City Council may authorize the ensuing fiscal year's assessment without
applying the adjustment formula to the amount levied. If the cost estimate and
assessments for the 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.
17 FRANCISCO
ANDrASSOCIATES 184
CITY OF DUBLIN FY 2023-24
STREET LIGHTING DISTRICT No. 1999-1 ASSESSMENT ROLL
PART E
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 on file under separate
cover with the City Clerk. Furthermore, 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 2023-24.
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.
18 FRANCISCO
ANDyASSOCIATES 185
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Background
• April 4, 2023 — City Council set the public hearing for May 2, 2023.
• Notification - Staff posted Public Notices at City Hall.
• Public Notice was published in The East Bay Times.
• Website — The Public Notice and copies of the fiscal year 2023-2024 Engineer's
Reports were posted on the City website.
• Postcards were sent to property owners in Districts 1983-2 and 1986- I .
• Public Response — None
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DUBLIN 187
CALIFORNIA
Citywide Street Lighting Maintenance
District No. I 983 - I
• Funds maintenance and utility costs for Dublin's public
streetlights.
• Proposition 218: Assessments capped at $ 19. 34 per single family
residence and $ 106. 37 per acre of commercial or industrial use.
• Fiscal year budget projects a decrease in reserves of $53 ,736
which includes estimated interest and reserve funding for the
increase in electricity costs.
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DUBLIN 188
Landscape Maintenance District No.
1983 - 2
• Maintains Tract 4719 landscaping adjacent to Stagecoach Road.
• FY23-24 budget proposes a 13% increase to bring assessment rates to the
maximum. The existing capital improvement fund balance and the additional
revenue from the rate increase will fund general improvements, such as v-ditch
repairs, retaining wall repairs, and additional irrigation and planting.
• Maximum assessments are $509.06 per single family home, and $86.08 for
apartments and condominiums.
• Fiscal year budget projects a decrease in reserves of $ 133,905 which includes
estimated interest and capital improvement funding for the landscaping
beautification project.
sXe
DUBLIN 189
Landscape Maintenance District No.
1986 -
Maintains landscaping, fences, and walls in the residential area west of Dougherty
Road and north of Amador Valley Boulevard.
• FY23-24 budget proposes a 3% increase to bring assessment rates to the maximum.
The existing capital improvement fund balance and additional revenue from the rate
increase will fund current and future capital improvement projects, as well as other
general improvements.
• Maximum assessments are $308.82 per single family home, $ 154.41 for apartments,
and $ 1 ,235.28 for commercial lots.
• Fiscal year budget projects an increase in reserves of $73,317, which includes
estimated interest and capital improvement funds.
sXe
DUBLIN 190
Landscape Maintenance District No.
1997-
Maintains landscaping in the Santa Rita development, bounded by I-580,Tassajara
Road, Gleason Drive and Arnold Road.
• FY23-24 budget proposes no increase with assessments remaining at $903.85 per
acre. Assessment varies between $54 to $216 per residential unit, depending on
residential density.
• Maximum assessments are $ 1 ,588.25 per acre.
• Fiscal year budget projects an increase in reserves of $29,673, which includes
estimated interest and capital improvement funds.
sXe
DUBLIN 191
Street Lighting Maintenance District
No. I 999 -
• Maintains street lighting, including decorative light fixtures, in Dublin Ranch, Fallon Village,Jordan
Ranch, and Clifden Park developments.
• FY23-24 budget proposes no increase with assessments remaining at $38.03 per dwelling unit and
$209. 15 per acre for commercial use.
• Maximum assessments are $64. 14 per dwelling unit and $352.75 per acre.
• Fiscal year budget projects an increase in reserves of $46,599, which includes estimated interest and
capital improvement funds.
• One capital improvement project is identified for FY23-24, and funded by the capital improvement
fund:
— Light Pole Painting project
IIPM
DUBLIN 192
CALIFORNIA
Recommendation
That the City Council:
• Open the Public Hearing for all five Assessment Districts, take testimony,
close the Public Hearing, and Deliberate;
• Adopt the Resolution for all five Districts:
— Approving the Engineer's Report
— Confirming Diagram and Assessment
— Ordering the Levy of Assessment
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DUBLIN 193
CALIFORNIA