City of Lafayette Staff Report

Transcription

1 City of Lafayette Staff Report For: By: Meetmg Date: Subject: City Council Donna Feehan, Management Analyst May 26, 2015 Core Area Landscaping and Lighting District Introduction On April 13, 2015, City Council adopted Resolution No , approving the Engineer's Report, and declaring its intention to levy and collect assessments for the Core Area Landscaping and Lighting Assessment District. At the same time a public hearing was set for May 26, Notice of the public hearing was published in the newspaper as required by law. Unless there is testimony to the contrary, the Council should now adopt the resolution confirming the assessments. Fiscal Impact Resolution must be passed to collect the $155,000 in assessments, which provide fimding for District activities for the coming fiscal year. Recommendation Conduct public hearing and adopt Resolution No confirming the Engineer's Report, Diagram and Assessments for Fiscal Year Core Area Landscaping and Lighting District Attachments Resolution Engineer's Report for Core Area Landscaping and Lighting District

2 BEFORE THE CITY COUNCIL OF THE CITY OF LAFAYETTE IN THE MATTER OF: Confinning the Engineer's Report and the ) RESOLUTION Diagram and Assessments Therein for ) Fiscal Year for the Landscape and ) Lighting District No (Core Area) Pursuant ) to die Landscaping and Lighting Act of 1972 ) WHEREAS, the City Council of the City of Lafayette, California has by previous Resolutions, initiated proceedings and declared its intention to levy assessments, and order the preparation of an Engineer's Report (hereafter referred to as the "Engineer's Report" or "Report") that describes the assessments against parcels of land within the district designated "Landscape and Lighting District No (Core Area)" (hereafter referred to as the "Districf) for the Fiscal Year commencing July 1, 2015, and ending June 30, 2016, pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section (hereafter referred to as the "1972 Act"); and, WHEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2015, and ending June 30, 2016, to pay the maintenance, operation and services required for the landscaping and ligliting improvements of the District and all appurtenant facilities, operations and expenses related thereto; and. WHEREAS, an Engineer's Report for fiscal year 2015/2016 has been prepared and filed with the City Clerk, and the City Clerk has presented to the City Council said Report in comiection with the proposed levy and collection of assessments upon eligible parcels of land within the District as outlined by the District Diagram contained therein; and, WHEREAS, on April 13, 2015, the City Council adopted a resolution accepting the Engineer's Report, declaring the intention to levy and collect assessments for fiscal year 2015/2016, and directed the City Clerk to provide notice and setting May 26, 2015 for a public hearing; and, WHEREAS, the City Clerk has published in a newspaper of general circulation notice of a public healing, as required by law. Page 1 Resolution

3 NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL OF THE CITY OF LAFAYETTE FOR THE LANDSCAPE AND LIGHTING DISTRICT NO (CORE AREA), AS FOLLOWS: Section 1 Following notice duly given, the City Council has held a flill and fair pubhc hearing at the appointed time on May 26, 2015 regarding the District, the levy and collection of assessments, the Report and Diagram prepared in connection therewith, and considered all oral and written statements, protests and communications made or fded by interested persons regarding these matters. Section 2 Based upon the oral and written evidence presented, including the Engineer's Report, the City Council finds that there is substantial evidence in the record demonstrating that the properties within the District receive a special benefit over and above the benefit conferred on the public at large and that the amount of the assessment is proportional to the special benefit conferred on the property. Section 3 The Engineer's Report accepted by the City Council on May 26, 2015, is hereby approved and adopted as the fiscal year 2015/2016 final Engineer's Report for the District and the diagram showing assessment district boundary thereof and the proposed assessments contained in the Engineer's Report are hereby confirmed. Section 4 Based upon its review (and amendments, as applicable) of the Engineer's Report accepted by the City Council on May 26, 2015 the City Council hereby approves and adopts said Report as the tiscal year 2015/2016 final Engineer's Report for the District, and finds and determines that: a) The land within the District as defined by the Assessment Diagram contained in the Engineer's Report, will be benefited by the operation, maintenance and servicing of improvements to be provided by the District; and, b) The District includes all of the lands so benefited; and c) The net amount to be assessed upon the lands witiiin the District is apportioned by a formula and method that distributes the net amount among all eligible parcels in proportion to the benefits to be received by each parcel fi'om the improvements and services. Section 5 The Repoit and assessments as presented to the City Council and on file in the Office of the City Clerk comply with the applicable provisions of the 1972 Act and tlie California State Constitution Article XIIID, and are hereby confirmed as filed. Page 2 Resolution

4 Section 6 The City Council hereby orders the District improvements to be made pursuant to the 1972 Act, which improvements are briefly described as the maintenance and servicing of the landscaping and lighting improvements of the District and all appurtenant facilities, operations and expenses related thereto. The improvements may consist of all or a portion of the public landscaped areas, street lighting and appurtenant facilities within and adjacent to the District. These improvements generally include, but are not limited to the materials, equipment, utilities, labor, appiutenant facilities and expenses necessary for the ongoing maintenance and operation of pubhc street lighting as wefl as landscaped parkways, medians, slopes, trails, park areas, drainage basins, open space areas and other designated easements or right-of-ways constructed and installed within the District, and are more fully described in the Engineer's Report. Section 7 Upon receipt of the required documentation and assessments, the County Auditor of the County of Contra Costa shall enter on the County Assessment Roll opposite each eligible parcel of land, the amount of levy so submitted and apportioned by the formula and method outlined in the Engineer Report, and such levies shall be collected at the same time and in the same manner as the County taxes are collected, pursuant to Chapter 4, Article 2, Section of the 1972 Act. After collection by the County, the net amount of the levy, after deduction of any compensation due the County for collection, shall be paid to the City Treasurer. Section 8 The City Treasurer shall deposit all money representing assessments collected by the County for the District to the credit of a fund for the Landscape and Lighting District No (Core Area) and such money shall be expended only for the maintenance, operation and servicing of the improvements as described in Section 6, Section 9 The adoption of this Resolution constitutes the District levy for the Fiscal Year commencing July 1, 2015, and ending June 30, Section 10 The City Clerk is herby directed to file the assessments and a certified copy of this resolution with the Auditor of Contra Costa County immediately after adoption of this resolution, but no later than the third Monday, in August. Section 11 The City Clerk, or their designate, is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution, but no later than the third Monday, in August pursuant to Chapter 4, Article 1, Section of the 1972 Act. Page 3 Resolution

5 PASSED, APPROVED, AND ADOPTED THIS 26th day of May STATE OF CALIFORNIA) COUNTY OF CONTRA COSTA) ss. CITY OF LAFAYETTE) I,, City Clerk of the City of Lafayette, County of Contra Costa, State of California do hereby certify that the foregoing Resolution No was regularly adopted by the City Council of said City of Lafayette at a regular meeting of said council held on the day of, 2015, by the following vote: AYES: NOES: ABSENT: ABSTAINED: Brandt Andersson, Mayor City of Lafayette Joanne Robbins, City Clerk City of Lafayette Page 4 Resolution

6 CITY OF LAFAYETTE ENGINEER'S REPORT LANDSCAPE AND LIGHTING DISTRICT NO, (CORE AREA) FISCAL YEAR 2015/2016 INTENT MEETING: APRIL 13,2015 PUBLIC HEARING: MAY 26, Via Industria Suite 200 Temecula, CA T ] F WILLDAN Financial Services

7 ENGINEER'S REPORT AFFIDAVIT Landscape and Lighting Maintenance District No And establishment of Annual Assessments related thereto City of Lafayette, County of Contra Costa, State of California This Report and the enclosed budget, assessments, descriptions and diagrams outline the proposed assessment of properties within the Ciiy of Lafayette Landscape and Lighting District No Core Area for Fiscal Year 2015/2016; which includes each lot, parcel, and subdivision of land within said District, as the same that existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Contra Costa County Assessor's maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council. Dated this ^ day of }^M/j 2015 Willdan Financial Services Assessment Engineer On Behalf of the City of Lafayette By Susana Medina Project Manager Richard Kopecky R.C. E.# 16742

8 TABLE OF CONTENTS INTRODUCTION 1 Overview 1 Compliance with Current Legislation 2 PART I - PLANS AND SPECIFICATIONS 4 A. Description of the District 4 B. Description of Improvements 4 PART II METHOD OF APPORTIONMENT 9 A. General Benefit 9 B. Special Benefit 9 C. Assessment Methodology 10 PART III DISTRICT BUDGET 12 PART IV DISTRICT DIAGRAMS 13 PARTV ASSESSMENT ROLL... 15

9 INTRODUCTION liii^willdan ^/W^ Financial Services OVERVIEW Pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Part 2 of Division 15 of tlie Califomia Streets and Higliways Code, commencing with Section (hereafter referred to as the "1972 Act"), this Engineer's Report (hereafter referred to as "Report") has been prepared as required pursuant to Chapter 3, Section of the 1972 Act, in connection w/ith the proceedings required for the annual levy of assessments for the assessment district designated as: Landscape and Lighting District No (Core Area) (Hereafter referred to as "District"), which includes specific lots and parcels of land within the core business area along Mount Diablo Boulevard within the City of Lafayette (hereafter referred to as the "City"). The District was formed in 1979 and since the formation of the District the City Council has levied annual assessments pursuant to the provisions of the Landscape and Lighting Act of 1972 to provide funding for the maintenance and servicing of landscape and lighting improvements that provide a direct and special benefit to those properties within the District. For Fiscal Year 2015/2016, the City Council once again proposes to levy and collect annual assessments on the County tax rolls to partially fund the costs and expenses required to service and maintain the landscaping and lighting improvements within the District. The improvements to be provided by the District and the assessments described herein are consistent with the improvements and assessments historically associated with the District and do not represent new or increased assessments pursuant to the provisions of the California Constitution Article XIIID. Each Fiscal Year, an Engineer's Report is prepared and presented to the City Council describing the District, any changes to the District or improvements, and the proposed budget and assessments for that Fiscal Year. The City Council shall annually conduct a noticed public hearing regarding these matters prior to approving and ordering the improvements and proposed levy of assessments each Fiscal Year. As part of that proceeding, this Report describes the District, the improvements, and the proposed budget and assessments for Fiscal Year 2015/2016 to be levied against properties in connection with the benefits the properties wiil receive from the maintenance and servicing of the District improvements. The improvements and assessments described in this Report are based on the existing approved improvements and assessments for the properties within the District. The word "parcel," for the purposes of this Report, refers to an individual property assigned Its own Assessor's Parcel Number (APN) by the Contra Costa County 2015/2016 Landscape and Ligliting District No (Core Area) Page 1

10 liifwilldan 'M'Wl) Financial Services Assessor's Office. Tlie Contra Costa County Auditor/Controller uses Assessor's Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the special benefit assessments. COMPLIANCE WITH CURRENT LEGISLATION On November 5, 1996, California voters approved Proposition 218. The provisions of this proposition are now contained in the California Constitutional Articles XIIIC and XIIID. Pursuant to Article XIIID, Section 5, certain existing assessments (those that existed on or before November 6, 1996) were exempt from the procedural requirements of Article XlllD, Section 4 and property owner balloting for the previously approved and authorized assessments was not required unless such assessments are increased. Specifically, beginning July 1, 1997, all existing, new, or increased assessments shall comply with the substantive and procedural provisions of Article XlllD, Section 4 that outlined the imposition of assessments and property owner approval process (balloting). Notwithstanding the foregoing, pursuant to Article XlllD Section 5(a) 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 are exempt from the procedural balloting requirements set forth in Article XlllD, Section 4. Because the improvements provided by this District are considered part of the street right-of-way and fund the maintenance and operation expenses associated with streets, the existing assessments established for the District prior to the passage of Proposition 218 qualify as existing assessments that are exempt from the substantive and procedural requirements of Article XlllD, Section 4. The proposed assessments described in this Report for Fiscal Year 2015/2016 do not exceed, and are consistent with the assessments that were approved and imposed for the District prior to the passage of Proposition 218 and are therefore compliant with the provisions of Article XIIID. However, any subsequent new or increased assessment shall be subject to the substantive and procedural requirements of Article XlllD, Section 4, 2015/2016 Landscape and Ligliting District No (Core Area) Page 2

11 «^WILLDAN M'Wii Financial Services This Report consists of five (5) parts: Parti Plans and Specifications: A description of the District boundaries and the proposed improvements associated with the District. Part II The Method of Apportionment: A discussion of benefits the improvements and services provide to properties within the District and the method of calculating each property's proportional special benefit and annual assessment. Part III The District Budget: An estimate of the annual costs to operate, maintain and service the landscaping and lighting improvements within the District. Part IV District Diagram: A Diagram showing the exterior boundaries of the District is provided in this Report and includes all parcels that will receive benefits from the improvements. Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District, are inclusive of all parcels as shown on the Contra Costa County Assessor's Parcel Maps as they existed at the time of the passage of the Resolution of Intention, and shall include all subsequent subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the Contra Costa County Assessor's maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District. PartV Assessment Roll: A listing of the parcels within the District and their approved assessment amounts. 2015/2016 Landscape and Ligliting District No {Core Area) Page 3

12 PART I PLANS AND SPECIFICATIONS WWILLDAN M^Wi Financial Services A. DESCRIPTION OF THE DISTRICT The territory within the District consists of specific lots, parcels and subdivisions of land within the City's major business core region known as the Core Area, which encompasses an area of land totaling approximately three hundred acres (300 acres). This area is considered the City's primary commercial and business corridor that includes, but is not limited to many of the City's commercial, multifamily residential, office, institutional and industrial developments and properties. The District is situated in the central downtown portion of the City along or near Mount Diablo Boulevard, which runs from east to west just south of Highway 24. Properties within the District are generally located: Along both the north and south sides of Mount Diablo Boulevard, with the western and eastern boundaries extending from west of Paulson Court to the east of Carol Lane; and Portions of areas in the vicinity south of Mount Diablo that are considered part of this business corridor including parcels east of Dewing Avenue and north of Brook Street and parcels generally south and west of Moraga Boulevard and Moraga Road. The Distnct is composed of approximately 451 parcels, the majority of which are zoned for commercial and/or industrial use, but also includes many properties that are zoned as Multi-Family Residential/Office and a few parcels that are undeveloped, but currently zoned for residential use. A complete listing of the parcels within the District is provided in Part V - Assessment Roll. B. DESCRIPTION OF IMPROVEMENTS The purpose of this District is to ensure the ongoing maintenance, operation and servicing of local landscaping and street lighting improvements within the District. The improvements may consist of all or a portion of the public landscaped areas, street lighting and appurtenant facilities within and adjacent to fhe District. These improvements generally include, but are not limited to the materials, equipment, utilities, labor, appurtenant facilities and expenses necessary for the ongoing maintenance and operation of public street lighting as well as landscaped parkways, medians, slopes, trails, park areas, drainage basins, open space areas and other designated easements or nght-of-ways constructed and installed within the District. 2015/2016 Landscape and Lighting District No (Core Area) Page 4

13 improvements Authorized by the 1972 Act W\VILLDAN MWli Financial Services As generally defined by the Landscaping and Lighting Act of 1972 and applicable to this District, the improvements may include one or more of the following: The installation or planting of landscaping; The installation or construction of statuary, fountains, and other ornamental structures and facilities; The installation or construction of public lighting facilities including, but not limited to street lights and traffic signals; 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; The installation of park or recreational improvements, including, but not limited to, all of the following: > Land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks, and drainage. > Lights, playground equipment, play courts, and public restrooms. The acquisition of land for park, recreational, or open-space purposes or any existing improvement otherwise authorized pursuant to this section. The maintenance or servicing, 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: > Repair, removal, or replacement of all or any part of any improvements; > Grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities; > Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; > The removal of trimmings, rubbish, debris, and other solid waste; > The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti; > Electric current or energy, gas, or other illuminating agent for any public lighting facilities or for the lighting or operation of any other improvements; > Water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. 2015/2016 Landscape and Lighting DistrictNo (CoreArea) Page5

14 AA/WILLDAN fwlw, Financial Services Incidental expenses associated with the improvements including, but not limited to: > The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment; > The costs of printing, advertising, and the publishing, posting and mailing of notices; > Compensation payable to the County for collection of assessments; > Compensation of any engineer or attorney employed to render services; > Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements; > Costs associated with any elections held for the approval of a new or increased assessment. Landscape Improvements The landscape improvements for the District may include, but are not limited to turf, ground cover, shrubs and plants, trees, irrigation and drainage systems, ornamental lighting, masonry walls or other fencing, hardscape improvements, monuments, and associated appurtenant facilities located within the landscape easements or public right-of-ways. Specifically the landscape improvement areas for this District are generally described as: Landscape improvements within twenty-five (25) median islands located on Mount Diablo Boulevard, with combined maintenance areas of approximately 62,398 square feet for bedding and ground cover, 1,834 square feet for hardscape and 12,008 feet for edging; Streetscape landscaping within the street parkways, easements and right-of-ways that include various landscaping amenities including plant material, softscape and hardscape areas located within: > The public right-of-ways along both north and south sides of Mount Diablo Boulevard including but not limited to 51,995 square feet for bedding and ground cover and 13,848 feet for edging; > The public right-of-ways along Lafayette Plaza including but not limited to 18,224 square feoffor bedding, lawn, ground cover, and annuals and 1,600 feet for edging; > The public right-of-ways along Golden Gate Way from Plaza Way to First Street including but not limited to 1,740 square feet for bedding and ground cover and 360 feet for edging; 2015/2016 Landscape and Lighiting District No (Core Area) Page 6

15 ilm^illdan!-lf-"/3 Financial Services > The public right-of-ways along First Street including but not limited to 14,380 square feet for bedding and ground cover, 4,580 square feet for hardscape and 1,497 feet for edging; > The public right-of-ways along Moraga Road including but not limited to 1,742 square feet for bedding, 125 square feet for hardscape and 624 feet for edging; > The public right-of-ways along El Nido Ranch Road including but not limited to 728 square feet for bedding and 245 feet for edging; > The public right-of-ways along Oak Hill Road including but not limited to 1,840 square feet for bedding and annuals, 1,440 square feet for hardscape and 536 feet for edging; Isolated landscaped areas of shrubs, trees, softscape and hardscape amenities within the public right-of-ways along both the north and south sides of Mount Diablo Boulevard, along the Lafayette Plaza area. Golden Gate Way, First Street, Moraga Road, El Nido Ranch Road and Oak Hill Road that incorporate approximately 4,048 shrubs and 665 trees; Landscaping and improvements along and within the parking lots on Oak Hill Road/Mount Diablo Boulevard, Mount Diablo Boulevard/Golden Gate Way and Happy Valley Road including but not limited to approximately 13,513 square feet for bedding and ground cover and 435 square feet for hardscape; 112 space numbers delineation and 212 feet of 4 inch white line striping; and A centralized street park area on the corner of Mount Diablo Boulevard and Moraga Road; and All appurtenant facilities, equipment, materials and utilities related to the aforementioned improvements. Specifically not included as District improvements are those improvements located on private property, improvements and facilities that may be provided by another assessment or tax levied by the City or any improvement provided and maintained by a Business Association or similar entity. Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by the District are on file in the Office of Public Works and by reference are made part of this Report. 2015/2016 Landscape and Ligliting District No {Core Area) Page 7

16 Public Lighting improvements illtwilldan -T Financial Services The lighting improvements may include but are not limited to the cost of providing electrical energy and servicing of lighting fixtures, poles, meters, conduits, electrical cable and associated appurtenant facilities associated with; Approximately two hundred fifty-eight (258) public streetlights are currently maintained within the District. The majority of these streetlights (245 streetlights) are decorative battery streetlights located throughout the Distnct including, but not limited to Mount Diablo Boulevard, Golden Gate Way, Moraga Road, Village Center, Dolores Drive, Mountain View Drive, Happy Valley Road, Lafayette Circle, South Thompson Road, Oak Hill Road, Hough Avenue, Dewing Avenue, Brown Avenue and at the Shield Btock Parking area. A small number of standard cobra head streetlights remain at the most eastern and western ends of Mount Diablo Boulevard. Lighting facilities may also include but are not limited to all safety lights, security lights or ornamental lights located within the various landscape improvement areas installed as part of the District's landscape improvements. 2015/2016 Landscape and Lighting District No (Core Area) Pages

17 PART II METHOD OF APPORTIONMENT ^i^villdan MfW6 Financial Services A. GENERAL BENEFIT 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." When the District was formed, it was determined that with the exception of some of the parcels owned by East Bay Municipal Utility District, the ongoing maintenance and operation of the District improvements directly affect the properties within the District. Although the improvements include public areas, easements, right-of-ways and other amenities available or visible to the public at large, the construction and installation of these improvements (except those parcels described previously) were not required nor necessarily desired by properties or developments outside the Distnct. With respect to the properties owned by other utilities, these areas are an integral part of property development within the District and clearly receive a direct and special benefit from the District's improvements. In the existing assessment methodology approved for the District, there is no general benefit assessment allocated to the parcels within the District. B. SPECIAL BENEFIT The special benefits associated with landscape Improvements are specifically: Enhanced desirability of properties through association with the improvements. Improved aesthetic appeal of properties providing a positive representation of the area and properties. Enhanced adaptation of the urban environment within the natural environment from adequate green space and landscaping. Environmental enhancement through improved erosion resistance, dust and debris control, and fire prevention. Increased sense of pride in ownership of property within the District resulting from well-maintained improvements associated with the properties. 2015/2016 Landscape and Lighting District No, (Core Area) Page 9

18 ifli/vvilldan Financial Services Enhanced quality of life through well-maintained green space and landscaped areas. Reduced criminal activity and property-related crimes (especially vandalism) against properties in the District through well-maintained surroundings and amenities including abatement of graffiti. Enhanced environmental quality of the parcels by moderating temperatures, providing oxygenation and attenuating noise. The special benefits of street lighting and other public lighting facilities are the convenience, safety, and security of property, improvements, and goods. Specifically: Enhanced deterrence of crime and the aid to police protection. Increased nighttime safety on roads, streets and public areas. Improved ability of pedestrians and motorists to see. Improved ingress and egress to property. Reduced vandalism and other criminal act and damage to improvements or property. Improved traffic circulation and reduced nighttime accidents and personal property loss. All of the preceding special benefits contribute to the esthetic 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. C. ASSESSMENT METHODOLOGY The approved assessment methodology for the District is described as follows: Base Assessment A basic assessment of $ is assigned to each parcel within fhe District. Assessments for Additional Benefiting Improvements Specific parcels within the District are assessed an additional amount (in addition to the base assessment) based on the cost and variations in amount of services or level of benefit which they receive from the District's improvements. The benefits on which these assessments are based are: 1) front footage of a parcel onto Mount Diablo Boulevard and 2) street light upgrades. There are three distinct areas of benefit and their assessment amounts are identified within the District's existing methodology as: 2015/2016 Landscape and Lighting District No (Core Area) Page 10

19 ^ Parcels assessed $5.40 per front footage. These are parcels on Mount Diablo Boulevard in areas that contain street landscaping including parcels in front of 4000 Mount Diablo Boulevard; parcels from the west end of the island west of Mountain View Drive/Dolores Drive easterly to Elizabeth Street; and parcels from fhe west of the median west of Carol Lane eastedy to the east end of the median east of Carol Lane. Parcels assessed $2.70 per front footage. These are parcels not included in the $5.40 category above that have frontage on Mount Diablo Boulevard from the cemetery to Elizabeth Street and from the island west of Mountain View Drive/Dolores Drive to Risa Road/Village Center. ^ Parcels assessed $2.16 per front footage for street light upgrades. These are all parcels fronting Mt Diablo Boulevard from the west end of the island west of Mountain View Drive/Dolores Drive easterly to First Street. WILLDAN Financial Services Exempt Parcels Publicly owned parcels and parcels which are shown as "striped" on the District Diagram are currently not assessed within the District. 2015/2016 Landscape and Ligliting District No (Core Area) Page 11

20 PART III DISTRICT BUDGET 'Wn WILLDAN Financial Services The following budget outlines the estimated expenses and assessments for Fiscal Year 2015/2016 Budget Item Fiscal Year 2015/2016 DIRECT COSTS operations and Maintenance Costs $307,000 Personnel Expenses 82,000 Subtotal Direct Costs $389,000 TOTAL DIRECT COSTS $389,000 INCIDENTAL EXPENSES Administration Expenses 4,000 Street Liglit Upgrades Reserve Fund 15,000 Operating Reserve Fund Collection 0 TOTAL INCIDENTAL EXPENSES $19,000 TOTAL DIRECT AND INDIRECT COSTS $408,000 REVENUE ADJUSTMENTS Revenue from Property Tax $(60,000) Revenue from Interest Earnings (1,000) Revenue from Current Fund Balances (192,000) General Fund Contribution TOTAL ADJUSTMENTS $(253,000) BALANCE TO LEVY*^' $155,000 District Statistics Total Parcels 451 Total Parcels To Levy 434 RESERVE FUND BALANCES Operations Fund Balance Previous Balance $127,002 Reserve Fund Adjustment ( ) Ending Balance $(64,998) Contribution from Other Sources $64,998 Street Light Replacement Fund Balance Previous Balance $15,000 Reserve Fund Adjustment Ending Balance $30,000 Willdan Financial Services levy calculations based on existing District methodology. 2015/2016 Landscape and Lighting District No (Core Area) Page 12

21 PART IV DISTRICT DIAGRAMS iii^willdan W&S Financial Services The parcels within the Landscape and Lighting District No (Core Area) consist of all lots, parcels and subdivisions of land shown on the District Diagram. The District covers approximately three hundred acres (300 acres) in the City of Lafayette. The following District Diagram is based on the Contra Costa County Assessor's Maps and the Contra Costa County Assessor's information and identifies all the parcels of land within the proposed District, as the same existed at the time this Report was prepared. The combination of this map and the Assessment Roll contained in this Report constitute the District Assessment Diagram. 2015/2016 Landscape and Lighting District No (Core Area) Page 13

22 f^wllldan iw.w^ Financial Services BOUNDARIES OF LANDSCAPE & LIGHTING OiSTRICT NO CORE AREA PROPOSEDZONES ononatkitne Itn (twfi I nwtmv UN uotrn OHKO Kvo «WILLDAN llfffil Flnantial Servlcsa 2015/2016 Landscape and Lighting District No, (CoreArea) Page 14

23 ^ i/willdan '^^ ^ Financial Services PART V ASSESSMENT ROLL Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented herein and is based on available parcel maps and property data from the Contra Costa County Assessor's Office at the time the Engineer's Report was prepared. A listing of the proposed lots and parcels to be assessed within this District along with the assessment amounts is provided herein. Non-assessable lots or parcels may include, but are not limited to public streets and other roadways (typically not assigned an APN by the County); dedicated public easements, open space areas, right-of-ways, common areas; landlocked parcels, small parcels vacated by the County, bifurcated lots, and any other property that cannot be developed or has little or no value. These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment. If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel number for the Fiscal Year, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the County Auditor/Controller. The assessment amount to be levied and collected for the resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate described in this Report as approved by the City Council. Therefore, if a single parcel is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment. The following pages contain a list of the parcels and proposed assessment amounts for each of the parcels within the District. 2015/2016 Landscape and Ligliting District No (Core Area) Page 15

24 lifwilldan mmii Financial Services Assessor's Parcel pront Footage Situs Address Charge Number ^ ^ MT DIABLO BLVD $1, MT DIABLO BLVD MT DIABLO BLVD AILEEN ST No Situs No. Available MT DIABLO BLVD MT DIABLO BLVD STUART ST STUART ST No Situs No. Available STUART ST No situs No. Available STUART ST MT DIABLO BLVD MT DIABLO BLVD 1, STUART ST AILEEN ST MT DIABLO BLVD MT DIABLO BLVD 548, AILEEN ST AILEEN ST MT DIABLO BLVD 1, AILEEN ST MT DIABLO BLVD 1, No Situs No. Available ELIZABETH ST BROWN AVE BROWN AVE BROWN AVE BROWN AVE ^ MT DIABLO BLVD BROWN AVE BROWN AVE MT DIABLO BLVD STUART ST STUART ST 120: MT DIABLO BLVD BROWN AVE HALL LN HALL LN HALL LN HALL LN BROWN AVE MT DIABLO BLVD MT DIABLO BLVD STUART ST BROWN AVE No Situs No. Available BROWN AVE 120, MT DIABLO BLVD 1, BROWN AVE BROWN AVE HALL LN BROWN AVE BLACKWOOD LN BLACKWOOD LN 120, MT DIABLO BLVD 1, BLACKWOOD LN MT DIABLO BLVD /2016 Landscape and Lighting District No (Core Area) Page 16

25 Assessor's Parcel Number ^ii/'willdan W&m Financial Services Front Footage Situs Address Charge ND ST BLACKWOOD LN MT DIABLO BLVD MT DIABLO BLVD No Situs No. Available MT DIABLO BLVD 1, ND ST GOLDEN GATE WAY GOLDEN GATE WAY GOLDEN GATEWAY , GOLDEN GATE WAY GOLDEN GATE WAY GOLDEN GATE WAY GOLDEN GATE WAY # GOLDEN GATE WAY GOLDEN GATE WAY MT DIABLO BLVD 1, , MT DIABLO BLVD GOLDEN GATE WAY MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD # MT DIABLO BLVD GOLDEN GATE WAY MT DIABLO BLVD No Situs No. Available MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD ALMANOR RD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD ,3387 MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD , MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD , MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD /2016 Landscape and Ligliting District No (Core Area) Page 17

26 -^WILLDAN.yf'*! Financial Services Assessor's Parcel p Footage Situs Address Charge Number ^ MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD CAROL LN CAROL LN MT DIABLO BLVD MORAGA RD MORAGA BLVD MORAGA BLVD MORAGA BLVD MORAGA BLVD MORAGA BLVD MORAGA BLVD MORAGA BLVD MORAGA BLVD No Situs No. Available NO ADDRESS SCHOOL ST , ROSEDALE AVE SCHOOL ST SCHOOL ST SCHOOL ST No Situs No. Available RISA RD RISA RD #A RISA RD MT DIABLO BLVD RISA RD ,94 No Situs No. Available MT DIABLO BLVD , RISA RD MT DIABLO BLVD MT DIABLO BLVD , MT DIABLO BLVD MT DIABLO BLVD RISA RD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD , MT DIABLO BLVD #A MT DIABLO BLVD 1, MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD 385, MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD /2016 Landscape and Lighting DistrictNo, (CoreArea) Page 18

27 i^ifwilldan mml Financial Services Assessor's Parcel Number Front Footage Situs Address Charge MT DIABLO BLVD MT VIEW DR MT VIEW DR MT VIEW DR MT VIEW DR , MT DIABLO BLVD MT DIABLO BLVD#A , MT DIABLO BLVD MT DIABLO BLVD # MT DIABLO BLVD # MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD MOUNT DIABLO BLVD MT DIABLO BLVD # No Situs No. Available MT DIABLO BLVD MT DIABLO BLVD VILLAGE CENTER MOUNT DIABLO BLVD VILLAGE CENTER VILLAGE CENTER VILLAGE CENTER VILLAGE CENTER BROOK ST COLINA CT COLINA CT COLINA CT No Situs No. Available MORAGA RD MORAGA RD MORAGA RD , MORAGA RD MORAGA RD OCONNER DR COLINA CT COLINA CT COLINA CT COLINA CT ORCHARD HILL CT ORCHARD HILL CT ORCHARD HILL CT MT DIABLO BLVD ND ST ST ST ND ST ORCHARD HILL CT ORCHARD HILL CT ND ST MT DIABLO BLVD ND ST /2016 Landscape and Lighting District No (CoreArea) Page 19

28 lifwilldan MMk Financial Services Assessor's Parcel Number Front Footage Situs Address Charge MT DIABLO BLVD MT DIABLO BLVD 1, MT DIABLO BLVD 1, MT DIABLO BLVD ND ST OAK HILL RD OAK HILL RD OAK HILL RD MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD 1, No Situs No. Available MT DIABLO BLVD 2, , OAK HILL RD ,00 No Situs No. Available OAK HILL RD , MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD 1, MT DIABLO BLVD 1, MT DIABLO BLVD ,00 No Situs No. Available MT DIABLO BLVD TERRACE WAY MT DIABLO BLVD ,00 No Situs No. Available THOMPSON S RD No Situs No. Available MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD OAK HILL RD TERRACE WAY TERRACE WAY THOMPSON S RD THOMPSON S RD TERRACE WAY TERRACE WAY # OAK HILL RD OAK HILL RD MT DIABLO BLVD #A&B No Situs No. Available OAK HILL RD MT DIABLO BLVD 1, No Situs No. Available OAK HILL RD OAK HILL RD MT DIABLO BLVD 4, No Situs No. Available MT DIABLO BLVD MT DIABLO BLVD 120, MT DIABLO BLVD 1, MT DIABLO BLVD MT DIABLO BLVD MT DIABLO BLVD 1, HAPPY VALLEY RD p.oo 3620 HAPPY VALLEY RD HAPPY VALLEY RD MT DIABLO BLVD DOLORES DR DOLORES DR DOLORES DR /2016 Landscape and Lighting District No (Core Area) Page 20