Concord City Council
May 28, 2024

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To CONSULTANT: Ken Lowney
CEO
Lowney Architecture
360 17th St, Suite 200
Oakland, CA 94612
Phone: (510)697-2393
Email: [email protected]

25. NON-LIABILITY. No member of the CITY and no other officer, official, agent, employee or volunteer of the CITY shall be personally liable to CONSULTANT or otherwise in the event of any default or breach of the CITY, or for any amount which may become due to CONSULTANT or any successor in interest, or for any obligations directly or indirectly incurred under the terms of this Agreement.

No employee of the CONSULTANT shall be personally liable to the CITY or otherwise in the event of any default or breach of the CONSULTANT or for any obligations directly or indirectly incurred under the terms of this Agreement

26. EXECUTION. Each individual or entity executing this Agreement on behalf of Applicant represents and warrants that he or she or it is duly authorized to execute and deliver this Agreement on behalf of Applicant and that such execution is binding upon Applicant.

This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.

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IN WITNESS WHEREOF, the parties have executed this Agreement in one (1) or more copies as of the date and year first written above.

CONSULTANT CITY OF CONCORD, a Municipal
Corporation
By:_________________________________ By:______________________________ Name: Valerie J. Barone
Title:

Ken Lowney Name:

CEO Title: City Manager
Address: 360 17th St, Suite 200 Address: 1950 Parkside Drive Oakland, CA 94612 Concord, CA 94519
Telephone: (510)697-2393 Telephone: (925) 671-3150
Email: [email protected]
APPROVED AS TO FORM: ATTEST:

Susanne Meyer Brown Joelle Fockler, MMC
City Attorney City Clerk
FINANCE DIRECTOR'S CERTIFICATION:

Concord, California
Date:

I HEREBY CERTIFY THAT ADEQUATE FUNDS EXIST OR WILL BE RECEIVED DURING THE CURRENT FISCAL YEAR (2023/24) TO PAY THE ANTICIPATED EXPENSES TO BE INCURRED PURSUANT TO THIS CONTRACT.

THE SUM OF $277,478.30.

Account Codes: Amount:
630-9500-C999-74500 / 630-2648-113-74500. $100,000.00
407-9500-C999-74500 / 407-2648-113-74500. $177,478.30
Finance Director's Signature

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EXHIBIT “B”
CONSULTANT shall procure and maintain for the duration of the contract insurance against claims from injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by CONSULTANT, their agents, representatives, employees or subcontractors.

MINIMUM SCOPE OF INSURANCE.

Coverage shall be at least as broad as:

1. Commercial General Liability Policy: CONSULTANT shall maintain during the term of this Agreement a commercial general liability insurance policy providing coverage of at least one million ($1,000,000) combined single limit per occurrence or two million ($2,000,000) aggregate limit for bodily injury, personal injury and property damage. The coverage shall contain no special limitations on the scope or protection afforded to CITY, its officers, officials, agents, employees, or volunteers. CONSULTANT’s insurance coverage shall be primary insurance with respect to CITY, its officers, officials, agents, employees, and volunteers. Any insurance, risk pooling arrangement, or self-insurance maintained by CITY, its officers, officials, agents, employees, or volunteers shall be in excess of CONSULTANT’s insurance and shall not contribute with it.

2. Automobile Liability Coverage. CONSULTANT shall maintain automobile liability insurance covering all vehicles used in the performance of this Agreement providing a one million dollar ($1,000,000) combined single limit per occurrence for bodily injury, personal injury, and property damage.

3. Professional Liability Coverage (Errors and Omissions). CONSULTANT shall maintain professional liability insurance with coverage for all negligent errors, acts or omissions committed by CONSULTANT, its agents and employees in the performance of this Agreement. The amount of this insurance shall be not less than one million dollars ($1,000,000) on a claims made annual aggregate basis or a combined single limit per occurrence basis.

4. Workers Compensation: CONSULTANT covenants that it will insure itself against liability for Workers' Compensation pursuant to the provisions of California Labor Code §3700, et seq.

CONSULTANT shall, at all times, upon demand of the CITY, furnish proof that Workers' Compensation Insurance is being maintained by it in force and effect in accordance with the California Labor Code. The insurer shall also agree to waive all rights of subrogation against the CITY, its officers, officials, agents, employees and volunteers for losses arising from work performed under this Agreement. This provision shall not apply upon written verification by CONSULTANT that CONSULTANT has no employees.

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If CONSULTANT maintains broader coverage and/or higher limits than the minimums shown above, the CITY requires and shall be entitled to the broader coverage and/or higher limits maintained by CONSULTANT. A lapse in any required insurance coverage during this Agreement shall be a breach of this Agreement.

The policies are to contain, or be endorsed to contain the following provisions:

1. Additional Insured. CITY, its officers, officials, agents, employees, and volunteers are to be covered as an additional insured as respects: Liability arising out of activities performed by or on behalf of CONSULTANT and operations of CONSULTANT, premises owned, occupied, or used by CONSULTANT. The coverage shall contain no special limitations on the scope or protection afforded to CITY, its officers, officials, agents, employees, or volunteers.

Except for worker's compensation and professional liability insurance, the policies mentioned in this subsection shall name CITY as an additional insured and provide for notice of cancellation to CITY. CONSULTANT shall also provide timely and prompt notice to CITY if CONSULTANT receives any notice of cancellation or nonrenewal from its insurer.

2. Primary Coverage. CONSULTANT'S insurance coverage shall be primary insurance with respect to CITY, its officers, officials, agents, employees, and volunteers. Any insurance, risk pooling arrangement, or self-insurance maintained by CITY, its officers, officials, agents, employees, or volunteers shall be in excess of CONSULTANT'S insurance and shall not contribute with it.

3. Reporting Provisions. Any failure to comply with the reporting provisions of the policy shall not affect the coverage provided to the CITY, its officers, officials, agents, employees, or volunteers.

4. Verification of Coverage. CONSULTANT shall furnish CITY with certificates of insurance and the original endorsements effecting coverage required by this Agreement. The certificates and endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The aforementioned policies shall be issued by an insurance carrier having a rating of Best A-7 or better which is satisfactory to the City Attorney and shall be delivered to CITY at the time of the execution of this Agreement or before work commences. Such policies and certificates shall be in a form approved by the City Attorney. CITY reserves the right to require complete certified copies of all required insurance policies at any time.

5. Inclusion in Subcontracts. To the extent any of the services required of CONSULTANT under this Agreement are subcontracted to a third party, CONSULTANT shall include all of the provisions of this Section in all such subcontracts as obligations of the subcontractor.

AGREEMENT FOR ARCHITECTURAL SERVICES
May 10, 2024
Justin Bosch, PE Project Manager
City of Concord
Engineering Services
1950 Parkside Drive, MS/40
Concord, CA 94519
Telephone: (925) 671-5008
Email: [email protected]
Project Name: Concord Transportation Offices – Project 2648 Lowney Project Number: OAK23-CO-032
Site Address: 1455 Gasoline Alley, Concord, CA 94520
Project Type: Modular Office
Project Scope: Schematic Design, Design Development, Construction Documents and Construction Administration
We are pleased to present this proposal (“the Agreement”) for architectural services (“the Work”) between The City of Concord (“the Client”) and Lowney, Inc., a California Corporation dba Lowney Architecture (“the Architect”) for the Concord Transportation Offices - Project 2648 (“the Project”) in Concord, CA (“the City, State”).

1.0 PROJECT ASSUMPTIONS
Our proposal is based on the RFP from the City of Concord, dated November 7, 2023 and the joint presentation to the City on December 20, 2023 that outlined the scope of work as identified below. a. A 50 foot by 60 foot modular office building, consisting of five (5) 50’ x 12’ modules, and a vehicular access ramp for use by the Concord Transportation Department. The program will include a Traffic Equipment Storage & Testing Bay, a conference room, a traffic control center, 6 private offices, 1 conference room, two single-use restrooms, a waiting area, and a break area with kitchenette substantially similar to the attached (see EXHIBIT E). b. The site is within the City of Concord Public Works property, parcel number 112-220-002. c. The Project will be one (1) story of modular construction. If the Client elects to switch to a different construction system or construction type at any time, additional services will be required. d. The Client will provide the following information as soon as possible after commencement of work:
i. Topographic and Boundary Survey.
ii. Civil engineer’s CAD background.
iii. Geotechnical Report (soils report)
e. Project is not subject to Design Review, as it is within City Property. If Design Review or other public hearings are required, additional services will be required.
k. Meetings prior to construction are assumed to occur at the Architect’s offices or virtually. l. No design or building system revisions will occur after the Design Development phase or formal planning approval, whichever occurs first.
m. The Architect assumes the Client will complete the bid phase for this Design/Bid/Build Project with minimal input from the Architect. Any questions from bidders will be addressed via email, without a formal RFI process. n. Schedule:
i. The project is conceived to start within ten (14) days of the City of Concord’s Council Hearing, which will occur during week of May 27th.
ii. This scope of work is to be performed in the sequential order as outlined in this proposal with no stop or lag time in between phases. Project delays may require additional services. o. The following Consultants will be contracted for the Project as follows:

Exhibit A to Attachment 3

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Discipline Firm
i. Geotechnical Engineer TBD ☐ Client ☒ Architect
ii. Civil Engineer TBD ☐ Client ☒ Architect
iii. Structural Engineer TBD ☐ Client ☒ Architect
iv. MEP Engineer TBD ☐ Client ☒ Architect
v. Title 24 Energy Consultant TBD ☐ Client ☒ Architect
vi. Building Envelope Consultant TBD ☐ Client ☒ Architect vii. Cost Estimating TBD ☒ Client ☐ Architect
viii. Lighting Design N/A ☐ Client ☒ Architect
ix. Security / AV / telecom N/A ☒ Client ☐ Architect
Architect will manage and coordinate the work of the Client’s consultants listed above. Consultant work is assumed to occur in Revit. Additional consultants beyond those listed above may also be required. Coordination of consultant work not performed in Revit or management of additional consultants beyond those listed above may require additional services.

2.0 SCOPE OF WORK - ARCHITECTURE (Basic Services)

2.1 Feasibility Study and City Coordination – (1 meeting plus city response time) The Architect will participate in a one (1) Partnering Meeting with the City to review the project’s Feasibility Study. In this meeting, the Client, Architect and City representatives will review the proposed plan (see attached Exhibit E). The Architect will prepare meeting minutes to memorialize direction provided and the next steps in the process.

2.2 City Coordination
This phase includes all time required to attend meetings and author meeting notes for the duration of the project.

2.3 / 2.4 Concept Design / Schematic Design– (3 weeks duration) Upon City approval of the Concept Design presented during the Partnering Meeting, the Architect will proceed with the Schematic Design documents. This phase will include the following:
a. Develop an architectural site plan identifying hardscape, accessible parking, path of travel, and the building footprint location. Loading and Fire access are assumed to be at curb-side (the public ROW). b. Coordinate with a Civil Engineer to develop accessible horizontal surfaces and storm water treatment area. We assume all work is on-site and that any work required to be in the Public ROW will be under a separate agreement with the City Public Works Department.
c. Develop building massing and façade articulation.
d. Develop plans, sections, exterior elevations, and 3D Views. e. Select exterior building materials.
f. Develop an exterior lighting concept and proposed fixture types. g. Confirm with the Client and consultants the Basis of Design (BOD) for the Mechanical, Electrical, Plumbing and Structural Systems.
h. We have included up to two (2) virtual client meetings

2.5 Planning Application Documents – (1 weeks duration) During this phase, the Architect will produce a set of documents and materials board which captures the proposed Project’s areas, measurements, materials, plans, sections and elevations. If required by the City, the Documents can be used in a formal Planning review process.

2.6 Planning Response
This phase is intended to capture revisions or responses as a result of City Planning Department review.

2.7 through 2.9 Public Hearings and Community Meetings
This phase is excluded at this time.

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2.10 Design Development – (2 weeks duration)
Prior to the start of this phase, the Architect and City will work together to release a formal Request for Qualifications.

The intent of this release is to prequalify Fabricators by soliciting the following: past-work experience, constructed projects, references, staff members, schedule and logistics plans and licensed AOR/EOR for the factory constructed work.

We highly recommend that the factory engage Lowney and the selected Engineering team, here in, as the AOR/EOR.

Once authorized to proceed by the Client, the Architect will proceed in preparing the Design Development Criteria documents. This phase will include the following:
a. Verify local Building, Zoning, and ADA Code requirements. b. Review details and construction methodology provided by prospective Factories if provided prior to the start of this phase. This project scope does not necessarily include Factory engagement, response or incorporating Factoryprovided details. c. Conceptually outline the scope of work demarcation between the Factory and Site-built Documents. It is assumed that the completed Project’s building weather-resistive barrier and exterior finishes will be site-installed. d. Continue to develop plans, sections, and elevations. e. Development of wall sections, reflected ceiling plans, enlarged plans and key details. f. Develop typical details for exterior envelope system. g. Prepare outline specifications.
h. Identify interior finishes and fixtures.
i. Coordinate Civil, Structure, Mechanical, Electrical, and Plumbing Engineering consultant Systems. j. Coordinate with the Client’s selected General Contractor for cost estimation. k. Provide Plans and Elevations and identified material specified. l. This phase does not include Value Engineering of the approved design. m. Prepare Design Development submittal for review and approval by Client. n. We have included virtual weekly coordination meetings.

2.11 Construction Documentation – (4 weeks duration)
Upon City approval of the Design Development Drawings or when directed by the Client to continue the work, the Architect will proceed with the Construction Documents phase. The Construction Documentation phase sets forth the requirements for construction of the project. Drawings and specifications are added or refined to further establish the quality levels of materials and systems required for the project. Drawings will be coordinated with the Architect’s consultants and specified Client’s consultants into a one Document sets, Site-Built only unless otherwise authorized by the City to proceed with a Factory built set. Specific documents and corresponding tasks to be performed which may be to establish Design Criteria and Construction-level Coordination Documents:
a. Cover Sheet
b. Index Sheet - Project directory, drawing index, maps, project description, and code analysis as required. c. Site Plan – Coordinate Land Survey information with Civil/Soils Engineer. Coordinate Landscape Design, parking layout, driveways, entries, walkways, and storm water treatment areas. d. Building Demolition Plan – Coordinate existing site, building and utility demolition with Civil Engineer. e. Floor Plans – Dimension and locate new construction, fire/smoke ratings, references to enlarged plans, elevations, sections, and details.
f. Roof Plan – Drainage, slopes, rooftop equipment, curbs, vents, parapets, indication of waterproofing, and reference to details.
g. Exterior Elevations – References as required to enlargements, sections and details, materials, heights, and partial elevations.
h. Building Sections – References to wall sections and details, heights, dimensions, materials, and structural system interface.
i. Wall Sections – References to details, grids, and materials.

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j. Reflected Ceiling Plan – Coordinate structure, mechanical, plumbing and fire protection systems, lighting, roof penetrations, canopies, and soffits.
k. Enlarged Plans/Elevations/Sections – Material/plane transitions, exterior feature walls, canopies, trellises, equipment rooms, stairs and ramps, doors and windows, base and parapet conditions. l. Interiors – Specify and document interior finishes and fixtures (Client approved), coordinate with MEP. m. Develop Details as applicable:
i. Exterior Walls – finishes, cladding, envelope, parapets, cornices, doors, windows, and base condition relationship to exterior grade/landscaping.
ii. Roof, Decks, and Skylights – roofing assemblies, curb, and parapet flashing, thresholds, decks, terraces, courtyard paving.
iii. Interior Walls (as required) – ratings, acoustical properties, floors, and ceiling. iv. Doors and Windows – head, jamb, sill details, schedules, and hardware group development. v. Floors and Ceilings – transitions, patterns, special conditions, soffits, and light fixture attachments. vi. Site Design – architectural landscape features, planters, trellises, site lighting, and retaining walls. vii. Miscellaneous Details – as required.
l. Coordinate Civil, Structure, Mechanical, Electrical, and Plumbing Systems and consult with a building envelope professional.
m. Prepare project architectural specifications and coordinate consultant documents into project specifications. n. We have included weekly virtual meetings.

2.12 Permit Submittal and Responses – (2 weeks labor duration plus City review time) The Construction Documents will be submitted to the City (Site-Built) for review and permit consideration at a time Approved by the Client. The Architect will respond to up to one (1) rounds of Building Department comments and will reissue the Construction Drawings in order to obtain the Building Permit as part of Basic Services. Additional rounds of plan check responses will require additional services.
a. Coordinate Building Permit submittal sets to the City b. Track documents through City and NTA review processes. c. Respond to up to one (1) rounds of comments from the City. d. Meet with the City Reviewing agency if required – one (1) meeting included.

2.13 Factory onboarding / Adjustments phase and Construction Administration – excluded Once a Factory Fabricator and Site-Build Contractor have been selected, the Architect will provide an additional services request (ASR) cost proposal for the Design Team to continue with the consulting work. We recommend that the Site-Built Contractor and the Factory be a single-source supplier/installer or that if separate entities*, that the SiteBuilt Contractor and Factory will provide a coordinated Responsibility Matrix at the time of Bid. Upon selecting a contractor, the Construction Administration Phase will start. During this phase, it is anticipated that the Architect will be available to respond to questions from the Factory and the Site Builder as needed. It is assumed that most site and factory questions will be responded to by the Client. Lowney has assumed an average of 4 hours per week totaling 100 hours of Construction Administration services, plus punch list time indicated below. Changes to the project delivery method may change the construction duration and require additional services. This phase will include the following:

a. Attendance at Owner-Architect-Contractor (OAC) meetings:
i. Meetings assumed to occur once per week for the estimated schedule. ii. Architect will alternate attendance in person on site and via virtual meeting or conference call. In-person attendance on site is included once per month.
b. Review of Submittals and Shop Drawings for conformance with design intent. c. Review and response to Requests for Information (RFIs). d. Issuance of Clarifications, Architect’s Supplemental Instructions (ASIs) and/or Bulletins, submitted to the City when required by the City Inspector.

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e. Punch list coordination and documentation based on established quality standard: (We assume this will require eight (8) hours of labor):
i. Assist the contractor in their responsibility to provide a punch list. Attend a punch walk with the contractor to review their punch list and identify items to be added to the punch list. ii. Additional punch walks beyond the scope detailed above may be conducted at the Client’s request on a Time and Expense Basis.
f. Upon Client’s request, issue a Certificate of Substantial Completion for the building. g. Record drawings: based on documented changes through the Construction Administration process. *If separate entities, we assume the selected Site-Build Contractor will have experience executing factory fabricated projects and that the selected Factory will not deviate from their shop drawings and/or will provide clear factory as-built conditions in advance of delivery to the site.

4.0 ADDITIONAL SERVICES
Additional Services are services that the Client may engage the Architect in beyond the Architect’s basic services.

Additional services to be billed at Lowney standard billing rates, or approved lump sum by Client. These services include but are not limited to the following:
a. Leasing Assistance / Exhibits /Revisions.
b. BOMA calculations.
c. Value Engineering.
d. Field measurements or surveys to verify existing conditions including dimensions. e. As-built Drawings.
f. Factory visits including associated travel and lodging expenses. g. Punch listing of modules at the factory, associated travel and lodging expenses. h. LEED Certification or similar process and fees.
i. Planning applications or another entitlement process. j. Work associated with a municipal design review approval. k. Multiple permits beyond Building Permits.
l. Additional renderings beyond those included above and photorealistic rendering. m. Project redesign after completion of Schematic Design Phase. n. Design revisions to Client-approved Design Development plans. o. Team Meetings / Site Meetings / Site Visits beyond those listed above. ($850 Each) p. Public hearings or meetings beyond those listed above. q. Health Department Permit.
r. Interiors - Tenant Coordination, Interior Design, Tenant Improvements beyond those listed above. s. Interiors - Furniture Design and Custom Millwork Design. t. Coordination and/or incorporation of Public Art.
u. Reviews of field-tested assemblies.
v. Engineering and Consultant fees.
w. All other service not listed in the basic services.

5.0 EXCLUSIONS
a. Public Agency review submittal fees and permit fees. b. Community Meetings and Outreach process.
c. Historic Preservation review.
d. Offsite work and site utilities.
e. Cost Estimating.
f. Signage Design beyond building code required signage. g. EIR-related meetings, environmental coordination, and documentation. h. Peer Review Process.

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i. Irrigation Water Audit: conducting a water audit and associated documentation. j. Soils Engineering or Report.
k. Fire suppression or alarm systems.
l. Traffic, noise, utility, or environmental studies.
m. Hazardous materials identification, storage, or abatement. n. Inspections such as but not limited to roofing, waterproofing, modular setting, steel rebar and embed(s). o. Delivery, installation and assembly of the approved and permitted building/modulars, ensuring utility and building connections are secure and compliant.

6.0 COMPENSATION
Compensation for the Scope of Work described in section 2.0 Architectural Basic Services will be a fixed fee or time and expense estimate as indicated below.

2.0 – 3.0 TOTAL CONSULTING FEES $252,253
Phase Design
and Site-Built Hourly Estimate

2.1 Feasibility Study $4,500

2.2 City Coordination $6,515

2.3 Concept Design $9,500

2.4 Schematic Design $15,000

2.5 Planning App Documents $6,500

2.6 Planning Response $10,000

2.7 Community Meeting hourly

2.8 Design Review Meeting hourly

2.9 Planning Commission Meeting hourly

2.10 Design Development $18,500 excluded

2.11 Construction Documents (Site Built Scope only) $36,500 excluded

2.12 Permit Responses (Site Built Scope only) $15,000 excluded

2.13 Factory onboarding / Adjustment phase excluded excluded

2.0 SUBTOTAL: ARCHITECTURAL FEES $105,500 $16,515
Phase Fixed Fee

3.1 Structural Engineer $39,000

3.2 MEP Engineer $19,760

3.3 Energy Consultant excluded

3.4 Landscape Architecture excluded

3.5 Specifications $24,000

3.6 Building Envelope Consultant (limited scope) see proposal

3.7 Acoustical Design excluded

3.8 Geotechnical by Client

3.9 Civil Engineer (estimate pending survey) $47,478

3.0 SUBTOTAL: CONSULTANT FEE $130,238

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Other Optional Services
Bid Phase $20,000
Civil - Frontage Improvements $23,840
Pre Construction Assistance (Hourly T&E) $25,000
Construction Documents (Factory Built) $35,600
Architectural Construction Administration (Factory) $7,500 Architectural Construction Administration (Site Built) $7,500 Consultant Construction Administration (Hourly T&E) $24,800

7.0 STANDARD BILLING RATES
See Exhibit A for standard billing rates that apply to any work performed on a Time and Expense Basis and/or work that is an additional service.
9 .0 PROGRESS PAYMENTS
Progress payments for Architectural Services and Reimbursable Expenses will be made to the Architect based on a monthly invoice issued by the Architect. Payments are due and payable within thirty (30) days from the date of the Architect's invoice, and subject to a 5% late fee if received thereafter.

10.0 REIMBURSABLE EXPENSES
Reimbursable Expenses are in addition to compensation for the Architect's Basic Services, and include expenses incurred by the Architect and Architect's employees and Consultants in the interests of the Project.

Reimbursable expenses will be billed per Exhibit A.

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11.0 ACCEPTANCE
This Agreement, entered as of the day and year first written above, is comprised of this document and the Terms and Conditions attached here to and incorporated herein by this reference. This Agreement represents the entire and integrated agreement between the Client and the Architect and supersedes all prior negotiations, representations, or agreements, either written or oral. Please indicate your acceptance of the described terms of this agreement by signing below. Return by email to Lowney Architecture. A signed copy will be returned to you.

Accepted and Agreed by Architect Accepted and Agreed by Client Lowney, Inc., a California Corporation City of Concord
By: By:

Print Name: Ken Lowney AIA, C29482 Print Name:

Title: CEO Title:

Date: Date:

Enclosures Exhibit A - Standard Billing Rates
Exhibit B - Standard Terms and Conditions
Exhibit C - RFP – City Project No. 2648
Exhibit D - Modular Building Presentation for City Project No. 2648 Exhibit E - Building Concept in progress
Exhibit F - Civil Engineering
Exhibit G - Structural Engineering
Exhibit H - MEP Engineering
Cc Accounting [PS/EP]

Exhibit A – STANDARD BILLING RATES
Current Billing Rate Schedule - Effective January 2024

1. Architectural Services will be billed at the following hourly rates:

Chief Executive Officer $315 Design Lead $200
Chief Operations Officer $280 Senior Technical Designer $200 Principal $260 Senior Designer $185
Design Director $260 Architect $185
Studio Director / Director $250 Senior Job Captain $185 Senior Project Manager $240 BIM Manager $175
Senior Design Lead $240 Job Captain $165
Senior Project Architect $230 Designer $140
Project Manager $230 Junior Designer $110
Interior Project Manager $210 Intern / Drafter $ 90
Project Architect $200 Administrative $90
The billing rates shown above are for the time spent on the project. The rates are subject to annual increase averaging 5%.

REIMBURSABLE EXPENSES
Reimbursable Expenses are in addition to compensation for the Architect's Basic Services, and include expenses incurred by the Architect and Architect's employees and consultants in the interest of the Project.

Reimbursable expenses will be billed at cost plus 20%. They may include, but are not limited to:
• Hiring design professionals or consultants not specifically included above • Any fees paid for securing approval of authorities having jurisdiction over the Project (Building permits, etc.)
• Overnight Courier and Messenger services
• Outside reproductions services and In house Printing/Plotting. Our in-house plotting costs are $0.10 per black/white, $1.00 per color copy up to 12x18 and $7.00 per black/white larger than 12x18
• Hired car, public transportation, personal car use at the current IRS standard mileage rate or air travel at economy rates for domestic flights
• Material samples

50' - 0"
60' - 0"
12' - 0" 12' - 0" 12' - 0" 12' - 0" 12' - 0"
Traffic equipment
Storage & Testing
FLOOR PLAN - OPTION 1
0 8' 16' TRANSPORTATION OFFICES AT CORPORATION YARD - 12/05/2023 A1 N
2 2 CONFERENCE ROOM WITH GLAZED WALL
1 TRAFFIC MANAGEMENT CENTER
1

ams associates, inc. • 801 Ygnacio Valley Rd., Suite 220 • Walnut Creek, CA, 94596 • Phone 925.943.2777 • Fax 925.943.2778 May 3
rd, 2024
Mr. Eric Price
Lowney Architecture
360 17th Street,# 200
Oakland, CA 94612
Re: Concord Transportation Office
Concord, CA 94520
ams Proposal No. 24-550
Dear Eric,
We appreciate the opportunity to provide Surveying and Civil Engineering Services for the above referenced project.

We trust the attached will meet with your approval and are prepared to proceed immediately upon receipt of your authorization.

We look forward to working with you on this project and thank you for the opportunity to be of service to your organization. If you have any questions, please feel free to call.

Sincerely,
mt
Al Shaghaghi
ams associates, inc.

Enclosures
AS/mgt

EXHIBIT ‘A’

CONCORD TRANSPORTATION OFFICE
CONCORD, CA 95420
ams PROPOSAL NO. 24-550

PHASE I - PRELIMINARY CONSTRUCTION DOCUMENTS
I. TOPOGRAPHIC SURVEY
A. Prepare the Topographic Survey. The limit of the Survey is shown in the attached Exhibit ‘C’.

B. The Survey will show Utilities and Storm Drain Lines as based on Field Observations, available Record Drawings and Underground Survey (Note: PVC Pipes are unable to be detected for the Underground Survey).

C. The Survey will show the existing Pavement, Curb, Etc. This includes showing the Vertical Elevations.

D. The Survey will show Trees, Overhead Lines and Striping.

II. PRELIMINARY GRADING & UTILITY PLAN
A. Design and prepare the Preliminary Grading Plan for Client’s review.

B. Design and prepare the Preliminary Utility Plan for Sanitary Sewer, Storm Drain, and Water Lines (Domestic and Fire Service), if required.

C. The Design shall include an ADA Path of Travel from the Building.

D. Provide coordination with the Fire Department regarding the location of proposed Fire Service and Fire Hydrants, if any.

E. These plans shall be coordinated by the Client for Engineering Evaluation and cost prior to starting Phase II of Construction Documents.

F. Review of the Geotechnical Report and provide coordination with the Architect and other Consultants.

G. Provide coordination and attend a Meeting with City, Governing Agencies, and Utility Companies (One team Meeting).

Exhibit ‘A’/ams Proposal No. 24-550
May 3rd, 2024
Page Two
III. PRELIMINARY GRADING & UTILITY PLAN (CONTINUED)
H. Coordination with the City regarding the Sewer and Contra Costa Water District for the Water connection.

IV. STORMWATER CONTROL REPORT & EXHIBITS (IF REQUIRED)
A. Prepare the Stormwater Control Report and the required Exhibits per the City and County’s Standards and Specifications.

B. Show the new Bio-Retention Areas.

C. Prepare Calculations for new Bio-Swales, Bio-Retention Areas or other Water Treatment Features.

D. Submit the Report for the City’s review. Coordination with the City during the review.

V. PRELIMINARY & FINAL HORIZONTAL CONTROL / SITE PLAN
A. Prepare the Preliminary & Final Horizontal Control / Site Plan per the City’s and Governing Agencies’ ordinance requirements. Review the City Planning Department’s requirements regarding setbacks, number of standard/compact parking stalls, and ADA’s requirements.

B. Verify the Architect’s Site Plan dimensions.

Exhibit ‘A’/ams Proposal No. 24-550
May 3rd, 2024
Page Three

PHASE II - FINAL CONSTRUCTION DOCUMENTS (CIVIL)
I. FINAL ON-SITE GRADING & UTILITY PLAN
A. Final Grading Plan will be prepared on the basis of the Preliminary Grading Plan that was prepared as part of the Phase I and will indicate Pad Elevations, Spot Elevations, Contour Grading, Finish Building Elevations, Top of Curb and Pavement Elevations.

B. The Grading Plans shall be designed per the City and Client’s requirements.

C. Coordination with the City regarding the design of the Stormwater Control Facilities (Bio-Swale).

D. Provide coordination and attend Meeting with the City and Governing Agencies.

E. Attend one (1) team Meeting with Client, Architect, and other Consultants held locally.

F. Design Bio-Swales and Bio-Retention Basins, per Governing Agencies requests.

G. Coordination with the Landscape Architect regarding the proposed Bio-Swales and Bio-Retention Basins.

H. Design and prepare Final Utility Plan showing Storm Drain Pipes, Roof Drains, Sanitary Sewer, and Water Lines (Domestic and Fire).

I. Provide coordination and attend Meeting with Fire Department regarding the final location of Fire Hydrants and Fire Service Lines.

J. Provide coordination with Architect and their Consultants regarding the location of Roof Drains, Water Lines, and Sanitary Sewer Lines.

K. Provide coordination with the City, Governing Agencies, and Utility Companies.

L. ams associates, inc. to design Fire Service Line to within five (5) feet of the Building. Building Sprinkler System to be designed by other Consultants (if required).

M. Coordination with Contra Costa Water District regarding Water Services. This includes a Plan submittal to the Water Company for their review, if required.

Exhibit ‘A’/ams Proposal No. 24-550
May 3rd, 2024
Page Four
I. FINAL ON-SITE GRADING & UTILITY PLAN – (CONTINUED)
N. Coordination with the Landscape Architect regarding the design of the 4” Perforated Pipe for the Bio-Swales and Bio-Retention Basins.

O. Coordination and submittal to C.C.C.S.D. regarding the new Sewer Lines.

II. DETAILS & NOTES

A. Prepare Construction Notes for Grading, Utilities and Storm Drains.

B. Prepare details for construction of Curb, Gutter, Utilities and Storm Drains.

C. Design and prepare the details for the Bio-Swales and Bio-Retention Basins.

D. Review the Geotechnical Report and combine the Geotechnical Engineer’s recommendations as part of Notes for Construction.

E. Design of Bio-Retention Walls are not included as part of this Proposal.

III. EROSION & POLLUTION CONTROL PLAN
A. Prepare and design the Erosion & Pollution Control Plan per the City and State requirements.

B. Construction Notes and Details.
*NOTES:

1. Off-Site Improvements on the City’s Right-of-Way are not part of this proposal. A separate proposal will be given once the Scope of Work can be determined.

2. ams does not warrant nor guarantee the timing of approval by the City, Governing Agencies and/or Utility Companies.

Exhibit ‘A’/ams Proposal No. 24-550
May 3rd, 2024
Page Five
PHASE III – ITEMS THAT MAY BE REQUIRED
I. AS-BUILT SURVEY
A. Prepare the As-Built Survey after construction is complete.

Exclusions / ams Proposal No. 24-550
May 3rd, 2024
THE FOLLOWING ITEMS ARE NOT INCLUDED IN THE ABOVE SCOPE OF WORK:

1. Blueprints, mylars, sepias, agency fees, airline tickets, car rentals and special deliveries (cost plus 15%).

2. Radius Map or attending Hearing/Staff Meetings.

3. Entitlement & Attending Public Meetings.

4. Easements, if required beyond the scopes of this proposal.

5. Plan and Profiles, if required.

6. Retaining Walls.

7. Sewer Grease Interceptors, if required.

8. Meeting with Client or Public Agencies which are requested beyond that indicated in this Scope of Work.

9. Revisions to plans necessitated by Site or Building Plan changes.

10. Right-of-Way Engineering.

11. Tentative Parcel Map.

12. Parcel Map & Final Subdivision Map.

13. Lot Merger/Lot Line Adjustment.

14. Record of Survey.

15. New Legal Description & Plats / Quit Claiming of existing Easements.

16. Joint Trench (Dry Utilities).

17. S.U.S.M.P. Report.

18. Construction Administration.

19. Traffic Signal Design & Specifications.

20. Street Improvements on the City’s Right-of-Way.

21. Geotechnical Report.

22. Phase I, Environmental Report.

23. Entitlement & Planning Submittals.

24. Landscaping & Irrigation Plans.

25. Off-Site Improvement, Design & Plans on City’s Right-Of-Way.

26. Lighting Plans including Photometric.

27. Construction Staking.

28. Specifications.

29. Hydrology & Hydraulic Calculations.

30. Pavement Plan.

31. S.W.P.P.P. Report / Exhibits.

32. Engineering Cost Estimate.

EXHIBIT 'B'

HOURLY RATES AND BILLING POLICY
LABOR
Principal $ 230.00/hr
Traffic Engineer $ 230.00/hr
Senior - Engineer, Planner $ 185.00/hr
Surveyor $ 200.00/hr
Associate - Engineer, Planner $ 170.00/hr
Engineer, Surveyor, Planner $ 145.00/hr
Designer - Engineering, Planning, Survey Assistant $ 140.00/hr Drafter $ 135.00/hr
Technician $ 135.00/hr
Engineering Coordinator $ 135.00/hr
Administration $ 95.00/hr
2-Man Survey Crew $ 280.00/hr
2-Man Survey Crew (Construction Staking) $ 285.00/hr
3-Man Survey Crew $ 300.00/hr

REIMBURSABLE EXPENSES
In-House Blacklines $ 14.00/ea.

Computer Plots - Bond $ 14.00/ea.

Computer Plots - Vellum $ 16.00/ea.

Computer Plots - Mylar $ 40.00/ea.

Computer Plots - Color $ 40.00/ea.

Scan Sheet – 24” x 36” and up $ 14.00/ea.

Fax $ 3.00/ea.

Xerox $ 0.30/ea.

Outside Consultant Cost + 10%
Effective January 1
st, 2022, the following rates will be charged for services rendered. Rates are subject to change effective June 30th, 2024.

Cost + 15% will be charged for project related expenses, including, but not limited to the following:

1. Blueprints, reproducibles, and reproductions

2. Travel Expenses - lodging, meals, and transportation

3. Special survey monuments (normal survey stakes and other field supplies are included in the above rates)

4. Cost of filing and checking fees and other agency charges

5. Delivery and mail expenses other than First Class U.S. Mail

6. Long distance telephone calls
Invoices will be rendered as a final or partial billing and will be payable upon receipt. Interest at the rate of 1.5% per month may be applied to accounts not paid within 30 days.
ams associates, inc. reserves the right to suspend work on any project when invoices have not been paid within 30 days after having been rendered. Any attorney's fees or other costs incurred in collecting any delinquent amount shall be paid by the Client.

Professional Services Agreement
LOCAL EXPERTISE, NATIONAL EXPERIENCE. LEARN MORE AT DCI-ENGINEERS.COM April 26, 2024
Eric Price
Lowney Architecture
360 17th Street
Suite 200
Oakland, CA 94612
Re: Structural Engineering Services Proposal for the Concord Transportation Offices – Modular Office Building
Project Description: Provide structural engineering services for the structural design and detailing of modular units and site-built foundation for the single-story office building to be located at 1435 Gasoline Alley in Concord, California.

The office building is single-story with overall dimensions of 50 feet by 60 feet by approximately 12 feet in height. This building would be constructed by joining five (5) individually built steel modular units.

It is our understanding that the modular units will be built in a factory in Mexico and shipped to the project site. These units will use steel framing not yet determined. If steel manufactured in Mexico is desired to be used, the use of that steel would need to be checked and coordinated for use in design as well as coordinating with the state and city for acceptance. This effort would be considered an additional service and billed hourly as needed.

The foundation will either be a mat foundation or typical continuous spread footings with stem walls to create a crawl space. If a crawl space is desired the location and configuration of the stem walls would be placed to properly support the modular units and provide a load path for lateral wind and seismic loading.

The structural drawings will be formatted into two (2) sets. One set will detail the factory work and the other set will detail the structural site work.

Scope of Services: DCI Engineers (DCI) will provide structural calculations and structural construction documents for submittal to both state for the factory work and the City of Concord for the site work.

Further, DCI Engineers will provide the following:
a. Coordinate with the permitting jurisdiction to help obtain a building permit. b. Provide structural specifications in the form of general notes on the drawings.

Coordination of the general notes with the project specifications will be EXHIBIT G

2 LOCAL EXPERTISE, NATIONAL EXPERIENCE. LEARN MORE AT DCI-ENGINEERS.COM accomplished by red-mark or electronic editing of standard CSI specification files provided by the architect.
c. Attend up to six (6) design meetings and coordinate with the other members of the design team. These meetings will be held online.
d. Provide Construction Administration. This phase of the project includes the following scope of work:
• Review submittals including shop drawings and documents from fabricators, subcontractors, and bidder-designed elements.
• Respond to requests for information (RFIs) and provide Structural Sketches (SSKs) for clarification of design intent.
• Provide as required. DCI has not included site visits as part of the fees noted below. Site visits can be performed on an as-needed, as-requested basis and billed as an additional fee on a time and materials basis. • Review the materials testing and inspection reports provided by the materials testing and inspection company.

We understand that there will be different submittals and submissions broken up into various phases of the work for this project. These are numerated in the attached Excel spreadsheet and below. They include schematic design, a basis of design narrative, design development and construction documents for both the factory and site work, as well as responding to bid questions, pre-construction consulting and finally factory construction administration and site construction administration.

Summary of Professional Service Fees
Engineering services will be performed and billed monthly on a fixed fee or hourly basis as proposed below. Unless noted otherwise, reimbursable expenses are separate from our fees and will be billed at 1.10 times direct cost.

Our fees are proposed as follows:

1. Schematic Design

2. Basis of Design Narrative

3. Site Design Development

4. Site Construction Documents

5. Factory Design Development

6. Factory Construction Documents

7. Site Permitting

8. Factory Permitting

9. Bidding

10. Pre-Construction Consulting EXHIBIT G
excluded items excluded items excluded itemsexcluded items CA excluded at this time

3 LOCAL EXPERTISE, NATIONAL EXPERIENCE. LEARN MORE AT DCI-ENGINEERS.COM Professional services for this project shall be provided according to this proposed professional services agreement and the attached Terms and Conditions (together, the “Agreement”). This Agreement shall become effective immediately upon the earlier of execution by the Client or by the Client’s communication of a direction to proceed with the services, including by electronic mail, and shall remain in effect unless and until amended or superseded by a written agreement executed by both parties.

Sincerely,
DCI Engineers
SE2050 Commitment Signatory
Craig A. Stainer, PE, SE
Associate
728 134th Street SW
Everett, WA 98204
206-787-8914
Approved By: Date:

Signature
Printed Name: Title:

ATTACHMENTS
This Agreement is executed with the following attachments which are part of this Agreement:

General Terms and Conditions
Schedule of Expenses EXHIBIT G

SCHEDULE OF EXPENSES - DCI ENGINEERS

PROFESSIONAL SERVICES
February 2024
Clerical and Administrative 1000 $80/hr Project Manager 3100 $120/hr Clerical and Administrative 1010 $100/hr Project Manager 3110 $140/hr Clerical and Administrative 1020 $120/hr Project Manager 3120 $160/hr Project Manager 3130 $180/hr
Technical Designer 2000 $80/hr Project Manager 3140 $200/hr Technical Designer 2010 $90/hr Project Manager 3150 $220/hr Technical Designer 2020 $100/hr Project Manager 3160 $240/hr Technical Designer 2030 $120/hr Project Manager 3170 $260/hr Technical Designer 2040 $140/hr
Senior Project Manager 3200 $140/hr
Senior Technical Designer 2100 $100/hr Senior Project Manager 3210 $160/hr Senior Technical Designer 2110 $120/hr Senior Project Manager 3220 $180/hr Senior Technical Designer 2120 $140/hr Senior Project Manager 3230 $200/hr Senior Technical Designer 2130 $160/hr Senior Project Manager 3240 $220/hr Senior Technical Designer 2140 $180/hr Senior Project Manager 3250 $240/hr Senior Technical Designer 2150 $200/hr Senior Project Manager 3260 $260/hr Senior Project Manager 3270 $280/hr
Project Designer 2200 $80/hr
Project Designer 2210 $100/hr Associate 4000 $160/hr
Project Designer 2220 $120/hr Associate 4010 $180/hr
Project Designer 2230 $140/hr Associate 4020 $200/hr
Project Designer 2240 $160/hr Associate 4030 $220/hr
Project Designer 2250 $180/hr Associate 4040 $240/hr
Project Designer 2260 $200/hr Associate 4050 $260/hr
Associate 4060 $280/hr
Project Engineer 3000 $100/hr
Project Engineer 3010 $120/hr Associate Principal 4100 $180/hr Project Engineer 3020 $140/hr Associate Principal 4110 $200/hr Project Engineer 3030 $160/hr Associate Principal 4120 $220/hr Project Engineer 3040 $180/hr Associate Principal 4130 $240/hr Project Engineer 3050 $200/hr Associate Principal 4140 $260/hr Associate Principal 4150 $280/hr
Senior Project Engineer 3300 $120/hr Associate Principal 4160 $300/hr Senior Project Engineer 3310 $140/hr
Senior Project Engineer 3320 $160/hr Principal Engineer 4200 $200/hr Senior Project Engineer 3330 $180/hr Principal Engineer 4210 $220/hr Senior Project Engineer 3340 $200/hr Principal Engineer 4220 $250/hr Senior Project Engineer 3350 $220/hr Principal Engineer 4230 $300/hr Principal Engineer 4240 $350/hr
Principal Engineer 4250 $400/hr
Principal Engineer 4260 $500/hr
Principal Engineer 4270 $600/hr

REIMBURSABLE SERVICES
Out of Office Services/Expenses $1.10x Direct Cost
Mileage Reimbursement IRS Standard Mileage Rate
This Schedule of Expenses is subject to adjustment in accordance with DCI’s normal review practices. For billing purposes, DCI will use the Schedule of Expenses in effect at the time of service. EXHIBIT G

20341 Irvine Avenue, Suite D3 | Newport Beach, CA 92660 www.greenmep.com
May 10, 2024
Green MEP Engineering Consulting Proposal No. 23109 (Rev1) Eric Price
Lowney Architecture
[email protected]
510.269.1101
Dear Mr. Price,
Thank you for considering Green MEP Engineering. We are pleased to present the following proposal package for your review:

Scope of Services for CONCORD MODULAR TRANSPORTATION OFFICES in CONCORD, CA:

Mechanical + Electrical + Plumbing Engineering Design Services + Energy Compliance (T24) Modeling + Revit Project Description:

Please refer to Exhibit A for a breakdown of the fees. Details concerning the scope of services and Standard Terms of Agreement are included in this proposal package. Upon review, please sign and return at your earliest convenience.

Best regards,
Bruce B. Entezam
Engineering Operations Officer
Green MEP Engineering Consulting
This document is based on a conversation with Eric Price on05/10/24.

Proposal created by Emily Henson on 05/10/24.

The project is a new office building constructed with modular containers that will be approximately 3,000 Total SF. There are 2 possible floor plan options. Both floor plans consist of individual offices, open office area, conference rooms, kitchen space, bathrooms, and storage area.

20341 Irvine Avenue, Suite D3 | Newport Beach, CA 92660 www.greenmep.com
Mechanical Deliverables

SD DD DD CD CD CA
MECHANICAL 100% 50% 100% 50% 100%
M.1 Review architectural drawings and provide suggestion for Mechanical design M.2 Review applicable mechanical codes based on state and local jurisdiction M.3 Provide checklist/BOD and markups in PDF
M.4 Provide ventilation requirements and openings
M.5 Provide required mechanical rooms
M.6
Select HVAC system and provide preliminary equipment schedule for residential units
M.7
Coordinate HVAC distribution design with architect and structural engineer for equipment layout and openings. If commercial kitchen required, design to be by owner/architect.

M.8 Finalize required shafts, mechanical room locations, equipment locations M.9 Finalize general ducting distribution
M.10
Select HVAC system and provide preliminary equipment schedule for common areas
M.11 Energy Regulation Compliance criteria to be set
M.12
Coordinate design with electrical, plumbing and structural design and incorporate comments
M.13 Provide Mechanical Load Calculations as requested
M.14 Coordinate design with architect to finalize mechanical construction documents M.16 Provide Mechanical specifications
M.17
Provide Mechanical Construction Documents ready to submit to the building department or any governmental agencies. Physical submittal by Green MEP will be based on T&M. State submittal excluded.

M.18 Provide Site Construction Documents ready to bid
M.19
Incorporate reasonable suggestions for value engineering in design with accordance to sub-contractor’s feedback. Major deviation from original design will require additional work services.

M.20 Incorporate Plan Check correction
M.21 Mechanical site construction documents to be ready to issue to pull permits M.22 Respond to RFIs
M.23
Issue bulletins and/or delta drawing modifications revisions for the General Contractor and local jurisdiction to clarify discrepancies, omissions, or field changes
M.24
Review and comment on all related shop drawing submittals and inspection reports
M.25 Provide site visits to evaluate construction based on Time and Material M.26 Provide punch list based on site Time and Material If the above proposal meets with your approval, please sign and date where indicated. By signing below you are in agreement with the fees that are to be charged and payment thereof and you are authorizing the design to begin. Formal contract documents will follow.

Accepted By:

If the above proposal meets with your approval, please sign and date where indicated. By signing below you are in agreement with the fees that are to be charged and payment thereof and you are authorizing the design to begin. Formal contract documents will follow.

Accepted By:
20341 Irvine Ave. Suite D3 | Newport Beach, CA 92660
www.greenmep.com
```
Electrical Deliverables

SD DD DD CD CD CA
ELECTRICAL 100% 50% 100% 50% 100%
E.1
Review architectural drawings and provide suggestion for Electrical distribution design.

E.2 Review applicable electrical codes based on state and local jurisdiction.

E.3 Energy Regulation Compliance criteria to be set.

E.4 Provide checklist/BOD and markups in PDF.

E.5 Coordinate with manufacturer/contractor for system selection.

E.6
Coordinate with utility consultant and architect for incoming power based on utility consultant direction. Any direct coordination between Green MEP and utility company will be based T&M.

E.7 Provide Load Calculations and Single line diagram.

E.8
Coordinate electrical room(s) size and locations for pull sections, switch gears and meters.

E.9 Provide unit and preliminary house panel schedules.

E.10
Coordinate unit lighting fixture types, locations with architect, owner and interior design requirements. Lighting plans to be provided in a digital file by owner/architect.

E.11 Coordinate unit receptacles, TV, and Data locations.

E.12
Coordinate type and size of emergency backup systems with architect when required.

Coordinate other lighting fixture types, locations with architect, owner and interior design requirements. Lighting plans to be provided in a digital file by owner/architect.

Coordinate amenity receptacles, TV, and Data locations as available by ID / lowvoltage.

E.13 Provide power for all unit mechanical equipment.

E.14 Coordinate design with Mechanical, Plumbing, Structural Landscape and Architect.

E.15
Coordinate power distribution for site lighting. Site lighting design by Architect/Owner.

E.16
Finalize required shafts, electrical rooms, and closet locations for electrical distribution.

E.17 Provide Photometric Study for emergency egress lighting only.

E.18 Coordinate with architect to finalize electrical site construction documents.

E.19 Provide Electrical Low Voltage and Fire Protection Specifications.

E.20
Provide Electrical Site Construction Documents ready to submit to the building department. Physical submittal to the building department by the engineer will be based on T&M.

E.21 Provide Site Construction Documents ready to bid.

E.22
Incorporate reasonable suggestions for value engineering in design with accordance to sub-contractor’s feedback. Major deviation from original design will require additional work services.

E.23 Incorporate Plan Check correction
E.24 Electrical construction documents to be ready to issue to pull permits.

E.25 Respond to RFIs.

E.26
Issue bulletins and/or delta drawing modifications revisions for the General Contractor and local jurisdiction to clarify discrepancies, omissions, or field changes.

E.27
Review and comment on all related shop drawing submittals and inspection reports.

E.28 Provide site visits to evaluate construction based on Time and Material.

E.29 Provide punch list based on site Time and Material.

20341 Irvine Ave. Suite D3 | Newport Beach, CA 92660
www.greenmep.com
General Notes
G.1 Revit files are only to be used for coordination purposes and not construction.

G.2 Revit delivery models will start at 20% CD, and when all main architectural and structural components are solidified.

G.3 The Revit model shall not be used for material take-offs or cost estimates for construction.

G.4 The final bidding shall be done based on the permitted MEP drawings.

G.5 Contingent on Structural Revit model that includes beam, framing layout, and sheer hold down locations.

G.6 Mechanical refrigerant lines, duct and pipe insulation, duct supports, VFDs, and flex connectors are excluded.

G.7 Any updates to Revit after Plan Check will require additional fees.

G.8 All modeling will be based on LOD 300.

G.9 Tier 1 and Tier 2 models are drafted on a local model. Bim 360 Live modeling and linking available in Tier 3 if desired.

G.10 $* - Additional fee required for Tier 2 and 3 Revit Deliverables, fees provided upon request.

Accepted By:

SERVES AS

EXHIBIT A
Proposal Date: 05/10/2024
Green MEP Engineering
Discipline: MEP + T24
Consultant Contact Name: Emily Henson
Position: Operations Coordinator
Address: 20341 Irvine Ave D3
Address: Newport Beach, CA 92660
Phone: 949-232-1919 x 301
email: [email protected]
Principal: Anthony Cataldo
Project Manager: Paige Smith
Primary Contact Paige Smith 510.836.5400
CONSULTANT FEE PROPOSAL FEE 15,000.00
SCHEMATIC DESIGN $ 500
BASIS OF DESIGN (NARRATIVE) $ 500
DESIGN DEVELOPMENT $ 2000
CONSTRUCTION DOCUMENTS $ 3000
DESIGN CRITERIA AND COORDINATION DOCUMENTS FOR FACTORY $ 2000 PERMIT RESPONSE $ 500
PRE-CONSTRUCTION CONSULTING $ 500
FACTORY CONSTRUCTION ADMINISTRATION $ 500
CONSTRUCTION ADMINISTRATION $ 1000
CLOSE-OUT $ 500
ENERGY COMPIANCE CRITERIA $ 500
COMMISSIONING $ NotIncluded
MISC SITE UTILITIES/DRY UTILITIES $ 2000
PROJECT MANUAL (CSI FORMAT) $ 500
OFF-SITE IMPROVEMENTS** $ 1000
OTHER $ N/A
TOTAL $ 15.000.00
REIMBURSABLE EXPENSES Estimate [not included] $ N/A
Additional Consultant information to be provided as a separate narrative. 1 Scope Description
2 Team Members assigned to project
3 Hourly Rate Schedule
4 Assumptions
5 Exclusions
Attachments (provided by Lowney where available):
6 Site Plan or concept sketch
7 Project Schedule
8 Site Work
9 Responsibility matrix(s)
Services cover all scope as described in the Prime Agreement, as well as the Terms and Conditions therein. ** Please clarify with more detail or explicitly exclude Unless the Architect is informed, in writing, within 30 days of receipt of this fee proposal, the proposal will stand as written.

It will be assumed that all listed and those receiving copies understand and agree to the accuracy of the statements and information herein. (Concord Modular Office)

11.14.23 Project Name: Concord Modular Office Project OAK23-CO-032

Initial:

Standard Terms of Agreement
Table of Contents
1 General Provisions
2 Plan Check Coordination Services and Bidding
3 Green MEP’s Insurance Responsibilities
4 Additional Services
5 Architect’s Responsibilities
6 Copyrights and Licenses
7 Claims and Disputes
8 Compensation

1. General Provisions
§1.1 Except as authorized by the Client, all communications between Green MEP and the Contractor or other consultants for the Project will be forwarded through the Client. The Client will be the administrator of the professional services for the Project and will facilitate the exchange of information among consultants as necessary for the coordination of This Portion of the Project.
§1.2 Throughout the design phase, Green MEP will communicate and coordinate as needed via phone/fax/email with the Architect, Owner, and other design consultants to facilitate the design and construction of the projects. §1.3 Green MEP will prepare documents per the scope of work and project description, specifications (if requested), and calculations setting forth in detail the requirements for the construction of the project. §1.4 Green MEP will produce drawings in AutoCAD and Bluebeam. Revit will be included based on contract deliverables. §1.5 Green MEP will provide reasonable modifications as required due to consultant coordination and project evolution. §1.6 Green MEP will send additional service requests (ASR) if the scope of work increases or the requested modifications are deemed more than reasonable.
§1.7 Green MEP will provide the Architect/Owner/Contractor with PDF files of the documents. DWG, BLD, or Revit files can be released upon written request with the signing of an electronic file release agreement. §1.8 If required in the jurisdiction where the Project is located, Green MEP will be licensed to perform the services described or will cause such services to be performed by appropriately licensed design professionals. §1.9 Upon the request of the Client, Green MEP will furnish the Architect/Owner with reasonable promptness, interpretations of the Contract Documents prepared by Green MEP.

2. Plan Check Coordination Services and Bidding
§2.1 Green MEP will provide the Client with stamped and signed Building Department submittal packages for the Plan Check as required by the local jurisdiction. City fees to be paid by Client/Owner and not by Green MEP. §2.2 Green MEP will provide the Architect/Owner with digital files of the Construction Documents suitable for reproduction.
§2.3 Green MEP will provide revisions to the Construction Documents as needed and in accord with the Architect's and/or other consultant's work as a result of the Building Department's Plan Check corrections. §2.4 Green MEP will provide a written response to all Plan Check comments. §2.5 Green MEP will provide the Architect with as many electronic copies of stamped and signed BuildingDepartment Plan Check resubmittal packages as required by the local jurisdiction. Green MEP will be reimbursed for printing fees if hard copies are requested.
§2.6 Green MEP will consult or clarify for the Architect, Owner, or General Contractor any Request For Clarifications (RFC) during the bidding process. Provide Addenda as needed. §2.7 Bidding- if the Client chooses to bid the drawings or issue a GMP (Guaranteed Maximum Price) set of drawings prior to Plan Check approval, an adjusted bid must be made to incorporate any items not accounted for in theprevious bid. Green MEP will provide revision narratives to assist as needed. §2.8 Green MEP drawings shall not be issued for construction (IFC) until the drawings are approved with the AHJ, even if Green MEP is requested to remove the “Not For Construction” from the title block.

Initial:

3. Green MEP’s Insurance Responsibilities
§3.1 Green MEP Engineering Consulting Inc. will maintain the following insurance for the duration of thisAgreement:

1. General Liability $5,000,000

2. Automobile Liability $1,000,000

3. Workers’ Compensation $1,000,000

4. Professional Liability $3,000,000

5. Excess Professional Liability $2,000,000

4. Additional Services
§4.1 Green MEP will send an Additional Service Request (ASR) if the duration of construction extends past the expected timeframe or if hours exceed the initial Not To Exceed (NTE) amount. §4.2 Additional services may be provided after the execution of this Agreement without invalidating the Agreement.

Upon recognizing the need to perform Additional Services that may arise as the Project proceeds, as described in the Prime Agreement, Green MEP will notify the Architect. Green MEP ASRs are required to be reviewed and approved by ownership. The approval process can be achieved by signing the ASR or any other communication, verbal or written, requesting the updated drawings.

5. Client’s Responsibilities
§5.1 The Client will provide available information in a timely manner regarding requirements for and limitations on This Portion of the Project, including a copy of the Owner’s program for the Project. §5.2 The Client will identify a representative authorized to act on the Client’s behalf with respect to This Portion of the Project. The Client or such identified representative will render decisions in a timely manner pertaining to documents submitted by Green MEP to avoid unreasonable delay in the orderly and sequential progress of Green MEP’s services.
§5.3 On Green MEP’s request for This Portion of the Project, the Client will furnish to Green MEP, in a timely manner, (1) detailed layouts showing the location of connections, and (2) tabulations giving sizes, loads, and other information on equipment designed, specified, or furnished by others for the design and coordination of This Portion of the Project.
§5.4 The Client will confer with Green MEP before issuing interpretations or clarifications of documents prepared and will request the recommendation of Green MEP before providing interpretations or clarifications of shop drawings, product data, samples, or other submissions of the Contractor, or upon Change Orders and Construction Change Directives affecting this Portion of the Project.
§5.5 The Client will advise Green MEP of the identity of other consultants participating in the Project and the scope of their services.
§5.6 If Green MEP reasonably requests information from investigations, surveys, tests, analyses, and reports, or the services of other consultants not within the scope of Green MEP’s services, the Architect/Owner will request that the appropriate party furnishes the information or services. §5.7 The Client will be entitled to rely on the accuracy and completeness of services and information furnished by Green MEP. The Client will provide prompt written notice to the Consultant if the Architect becomes aware of any errors, omissions, or inconsistencies in such services or information.

6. Copyrights and Licenses
§6.1 The Architect/Owner will not make changes in Green MEP’s Instruments of Service without written permission. §6.2 Green MEP will maintain on file and make available to the Architect/Owner design calculations for This Portion of the Project and will furnish copies thereof to the Architect on request.

Initial:

7. Claims and Disputes
§7.1 If the dispute relates to or is the subject of a lien arising out of Green MEP’s services, Green MEP may proceed in accordance with applicable law to comply with the lien notice or filing deadlines before the resolution of the matter. §7.2 Green MEP will indemnify and hold the Client and Client’s officers and employees harmless from and against damages, losses, and judgments arising from claims by third parties, including reasonable attorney’s fees and expenses recoverable under applicable law, but only to the extent they are caused by the negligent actsor omissions of Green MEP, its employees, and its consultants in the performance of professional services under this Agreement.
§7.3 The Client will indemnify and hold Green MEP and Green MEP’s officers and employees harmless from and against damages, losses, and judgments arising from claims by third parties, including reasonable attorney’s feesand expense coverable under applicable law, but only to the extent they are caused by the negligent acts or omissions of the Client, its employees, and its other consultants in the performance of professional services under this Agreement.

8. Compensation
§8.1 For additional Services that may arise during the course of the Project, the Architect/Owner will compensate the Consultant as follows:

1. Principal Engineer $300.00/hour

2. Senior Project Manager/Field Engineer $200.00/hour

3. Drafting $125.00/hour

4. Clerical $100.00/hour
§8.2 Green MEP will submit invoices for services and Reimbursable Expenses to the Client. The Client will review such invoices, and if they are considered incorrect or untimely, the Client will, within ten days from receipt of the Consultant’s billing, review the matter with Green MEP and confirm in writing to Green MEP the Architect/Owner understands of the disposition of the issue.
§8.3 Invoices will be sent periodically based on milestones set for schematic Design, Design development, and construction document completion. Payment will be due after receipt of a proper invoice. Overdue payments will be charged 10% every month delayed unless prior arrangements are made. Payments delayed over 90 days could be reported to a collection agency. A mechanic's lien could be put on the property that we are doing the design for.

Staff Report
Date: May 28, 2024
To: City Council
From: Valerie J. Barone, City Manager
Reviewed by: Kevin Marstall, PE, Director of Community Development Carlton Thompson, PE, City Engineer
Bernard Enrile, PE, CIP Manager
Prepared by: Deyuanne Lei, PE, Associate Civil Engineer [email protected]
(925) 671-3049
Subject: Considering:

1. Award of a Construction Contract in the not-to-exceed amount of $945,943 to McGuire and Hester, authorizing
staff to utilize the available project contingency for contract change orders up to an additional 10% of the contract
amount for the Residential Pavement Maintenance, Phase
B: Northwood Drive Project (Project No. 2608) located on Northwood Drive; and authorizing the Mayor to execute the contract in a form acceptable to the City Attorney;

2. Approval of a related budget transfer of $465,000 from the Oak Grove Road Pavement Rehabilitation, Phase 3 Project (Project No. 2557) (Measure J, Fund 475) and $410,000 from the Pavement Holding Account (Project No. 2157) (Measure V, Fund 407) to Project No. 2608 and associated
appropriation of such funds; and

3. Authorizing the City Engineer to accept the improvements upon completion of Residential Pavement Maintenance,
Phase B: Northwood Drive Project (Project No. 2608), and directing the City Clerk to file a Notice of Completion. (Funded by Measure V, Fund 490)

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City Council Agenda Report
Agenda Item No. 4.f
May 28, 2024
CEQA: Not a project/exempt per CEQA Guidelines Sections 15060 (c), 15061(b)(3), 15273, 15378, 15301, 15302, 15303, 15304, and Public Resources Code (PRC) Section 21065.

Report in Brief
Residential Pavement Maintenance, Phase B: Northwood Drive Project consists of Pavement Maintenance - Zone 5C (Project No. 2608). The project will involve pavement maintenance and concrete work on Northwood Drive.

The work to be done in general consists of removing and replacing concrete sidewalk, curb, gutter, valley gutter, curb ramps, milling and paving asphalt, lowering and adjusting utility covers to grade, and restriping.

The Northwood Drive project has been designed and competitively bid and is at the point of construction contract award. If award is approved by the City Council (Council), project construction in the field is expected to begin in July 2024 and be completed by September 2024.

Recommended Action

1. Award a Construction Contract in the not-to-exceed amount of $945,943 to McGuire and Hester, authorizing staff to utilize the available project contingency for contract change orders up to an additional 10% of the contract amount for the Residential Pavement Maintenance, Phase B: Northwood Drive Project (Project No. 2608) located on Northwood Drive; and authorize the Mayor to execute the contract in a form acceptable to the City Attorney, and make the CEQA determinations as provided in this staff report;

2. Approve a related budget transfer of $465,000 from the Oak Grove Road Pavement Rehabilitation, Phase 3 Project (Project No. 2557) (Measure J, Fund 475) and $410,000 from the Pavement Holding Account (Project No. 2157) (Measure V, Fund 407) to Project No. 2608 and associated appropriation of such funds, and make the CEQA determinations as provided in this staff report; and

3. Authorize the City Engineer to accept the improvements, upon completion of Residential Pavement Maintenance, Phase B: Northwood Drive Project (Project No. 2608), and direct the City Clerk to file a Notice of Completion.

Background
On November 8, 2022, Council awarded Pavement Engineering Inc. (PEI) design engineering and related services for Residential Pavement Maintenance – Phase B, which includes Northwood Drive amongst other areas as well. In November 2023, nearing design completion of the larger project, it was decided to separate out the Northwood Drive portion of the work. This is due to the one-way, in or out nature of this

City Council Agenda Report
Agenda Item No. 4.f
May 28, 2024
neighborhood and the complexity of the staging required of the contractor to pave this area.

The following is the background of the larger project, with much of the initial design work and outreach for Northwood Drive conducted as part of the larger project.

On June 1, 2021, Council approved an updated Five-Year Pavement Expenditure Plan (5-Year Plan).

In June 2, 2022, Council adopted the Capital Improvement Program (CIP) Budget for Fiscal Years 2022-23 and 2023-24 that was updated with a mid-cycle update, which included funding of the following two projects, grouped administratively under Residential Pavement Maintenance – Phase B:
 Pavement Maintenance – Zone 4O (Project No. 2607) will focus on pavement treatments in a residential area in Pavement Maintenance Zone 4O, located in central Concord between Clayton and Cowell Roads and between Mesa Street/Oakland Avenue and the Contra Costa Canal. Treatments such as cape seals, Thin Maintenance Overlay (TMO), and related treatments are to be considered, as well as curb ramp improvements.
 Pavement Maintenance – Zones 5C & 5D (Project No. 2608) will focus on pavement treatments in residential areas in Pavement Maintenance Zones 5C and 5D, located in North Concord, immediately south of Highway 4, including Peralta Road and between Highway 242 and Hillsborough Drive. The two Pavement Maintenance Zones are combined due to their proximity. Treatments such as cape seals, Thin Maintenance Overlay (TMO), and related treatments are to be considered, as well as curb ramp improvements.

City of Concord (City) staff (Staff) held a community workshop meeting on Wednesday, August 30, 2023, for the larger project that included Northwood Drive 4 where approximately 400 property owners in Residential Zones 4O, 5C, & 5D were mailed postcards, inviting them to attend and provide input/feedback on the Project. Postcards were sent out to property owners more than a week in advance of the workshop.

In total, seven property owners attended the workshop. Property owners were generally in favor of the whole Project, including the Northwood Drive portion.

Procurement Process
Construction Contract
The project was advertised for construction bids as required by State law and City policy. The Engineer’s Estimate for the Base Bid is $950,000. During the bid period, one Bid Addendum was issued. Bids were opened on April 25, 2024. Two (2) bids were received in the amounts of $945,943.00 and $1,026,856.86. The lowest bid was

City Council Agenda Report
Agenda Item No. 4.f
May 28, 2024
received from McGuire and Hester of Alameda, CA. A summary of the two bids is as follows:

BID SCHEDULE Engineer's
Estimate
McGuire and
Hester
Radius Earthwork
Inc.

Base Bid $950,000 $945,943.00 $1,026,856.86
McGuire and Hester was the low bidder and submitted a responsive and responsible bid. McGuire and Hester has an appropriate and valid contractor’s license and satisfactory work references.

Staff completed analysis of McGuire and Hester’s bid, determining that this firm along with its subcontractors possess appropriate and valid licenses, and are not on any debarred lists. McGuire and Hester is registered with the Department of Industrial Relations as required by SB 854. McGuire and Hester and their subcontractors have submitted the required agreement to be bound to the Citywide Project Stabilization Agreement.

Financial Impact & Budget Transfer Required
Project No. 2607 is funded with $3,153,000 of Measure V Project (Fund 407) funds, and Project No. 2608 is funded with $3,849,000 of Measure V Project (Fund 490) funds, for a total combined project funding of $7,002,000 for the larger Residential Pavement Maintenance – Phase B Project (Project Nos. 2607-2608).

The larger Residential Pavement Maintenance – Phase B Project included subset projects that were previously awarded.

The Northwood Drive Project needs additional funding due to bids for construction of the Concrete Improvements Project and the Paving Project coming in higher than estimated. Due to these increased costs, the larger project has a shortfall of $875,000 in funding to complete the construction of the Northwood Drive Project.

Staff recommends a budget transfer of $465,000 from the Oak Grove Road Pavement Rehabilitation, Phase 3 Project (Project No. 2557) (Measure J, Fund 475), a completed project, and $410,000 from the Pavement Holding Account (Project No. 2157) (Measure V, Fund 407), for a total budget transfer of $875,000, and associated appropriation of funds, to fully fund the larger project and the construction of the Northwood Drive Project.

Environmental Determination
Pursuant to CEQA Guidelines Sections 15060(c), 15061(b)(3), 15273, 15378, and Public Resources Code (PRC) Section 21065 award of this contract is not subject to

City Council Agenda Report
Agenda Item No. 4.f
May 28, 2024
environmental review under the California Environmental Quality Act (CEQA) of 1970, as amended, as it will not result in a direct or reasonably foreseeable indirect physical change in the environment, and involves government funding. In the alternative, award of this contract is exempt under CEQA Guidelines Sections 15301 – Existing Facilities, 15302 – Replacement and Reconstruction, 15303 – New Construction or Conversion of Small Structures, and/or 15304 – Minor Alterations to Land, as it involves constructing concrete sidewalk, landscaping, traffic signal equipment, striping, and paving work. No unusual circumstances exist and none of the exceptions under CEQA Guidelines Section 15300.2 applies. This determination reflects the City’s independent judgement and analysis. The Notice of Exemption will be filed with the County Clerk’s office following the Council award of the construction contract.

Public Contact
The City Council Agenda was posted.

Attachments

1. Project Location Map

2. Bid Summary

3. Construction Contract

ATTACHMENT 1
Project Location Map
Residential Pavement Maintenance, Phase B: Northwood Drive – Zone 5C City Project No. 2608

City of Concord
Bid Sheet
PROJECT #2608 Bid Opening:

Residential Pavement Maintenance, Phase B:

Northwood Drive-Zone 5C
Thursday,
April 25, 2024
2:00 p.m.

City Manager's Conference Room
Engineer’s Estimate: $950,000 To be awarded:

COMPANY TOTAL BID
McGuire and Hester
2810 Harbor Bay Parkway
Alameda, CA 94502
$ 945,943.00
Radius Earthwork Inc.
197 E. Hamilton Ave., Ste. 204
Campbell, CA 95008
$1,026,856.86
Contact: Dey Lei x3049
Attachment 2

1 of 3

CONTRACT
THIS CONTRACT, made and entered into this May 28, 2024, between the CITY OF CONCORD, a general law city in Contra Costa County, California, hereinafter called "City", and McGuire and Hester, 2810 Harbor Bay Parkway, Alameda, CA, 94502, hereinafter called "Contractor", for Residential Pavement Maintenance, Phase B: Northwood Drive – Zone 5C, Project No. 2608.

1. That for and in consideration of the payments and agreements hereinafter mentioned, to be made and performed by City, and under the conditions expressed in the two bonds attached hereto, the Contractor agrees with the City, at its his own cost and expense, to do all the work and furnish all the materials, except such as may be furnished by the City, as set forth in the Specifications, necessary to construct and complete in a good, workmanlike and substantial manner and to the satisfaction of the City the following work: mobilization, traffic control, storm water pollution control, clearing, grubbing and root pruning, constructing and removing and replacing concrete sidewalk, curb, gutter, valley gutter, and curb ramps, cold planing of asphalt roadway, placement of Hot Mix Asphalt (HMA) materials, adjustment of utility covers, traffic striping and curb paint; and all other work shown on the Plans and such other items or details that are required by the Plans, and specified in the Special Provisions, and also in accordance with all provisions of the 2023 edition of the State Standard Specifications, which said Special Provisions and State Standard Specifications are hereby specially referred to and by such reference made a part hereof.

The work to be done is shown on the Plans provided to Contractor in connection with the work to be performed hereunder, which Plans are hereby made a part of this contract.

2. The Contractor agrees to receive and accept $945,943 as full compensation for furnishing all materials and for doing all the work contemplated and embraced in this agreement; also for all loss or damage, arising out of the nature of the work aforesaid, or from the action of the elements, or from any unforeseen difficulties or obstruction which may arise or be encountered in the prosecution of the work until its acceptance by the City, and for all risks of every description connected with the work; also for all expenses incurred by or in consequence of the suspension or discontinuance of work and for well and faithfully completing the work, and the whole thereof, in the manner and according to the Plans and Specifications, and the requirements of the Engineer under them.

3. The City hereby promises and agrees with the Contractor to employ, and does hereby employ, the Contractor to provide the materials and to do the work according to the terms and conditions Attachment 3

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herein contained and referred to, for the price aforesaid, and hereby contracts to pay the same at the time, in the manner and upon the conditions as provided; and the said parties for themselves, their heirs, executors, administrators, successors and assigns, do hereby agree to the full performance of the covenants herein contained.

4. Contractor is an independent contractor and is solely responsible for all acts of its employees, agents, or subcontractors, including any negligent acts or omissions. Contractor is not City’s employee and Contractor shall have no authority, expressed or implied, to act on behalf of the City as an agent, or to bind the City to any obligation whatsoever, unless the City provides prior written authorization to Contractor.

5. The Contract Documents may not be modified orally or in any manner other than by an agreement of the parties, in writing.

6. The Contract Documents, including but not limited to SP 9.09, are intended to provide the exclusive procedures for submission and resolution of Claims of any amount and apply in addition to the provisions of Public Contract Code § 9204 and §§ 20104 et seq., which are incorporated by reference herein.

7. Waiver of a breach or default under the Contract Documents shall not constitute a continuing waiver or a waiver of a subsequent breach of the same or any other provision of the Contract.

8. If any term of the Contract Documents (including any phrase, provision, covenant, or condition) is held by a court of competent jurisdiction to be invalid or unenforceable, the Contract Documents shall be construed as not containing that term, and the remainder of this Agreement shall remain in full force and effect; provided, however, this section shall not apply to the extent that enforcement of the Contract Documents without the term would be grossly inequitable under all the circumstances or would frustrate the purposes of the Contract Documents.

9. Time is of the essence to the terms of this contract.

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NOTICE TO CONTRACTOR: If a corporation, attach a certified copy of the Bylaws or the Resolution of the Board of Directors authorizing execution of this contract and the bonds required hereby.

IN WITNESS WHEREOF, the parties to these presents have executed this contract the year and date first above written.

McGuire and Hester
a California corporation
By:___________________________________
Contractor

CITY OF CONCORD,
a municipal corporation
By:___________________________________
Mayor
[email protected]______
APPROVED AS TO FORM:

By:__________________________________
City Attorney
ATTEST:

By:__________________________________
City Clerk

FINANCE DIRECTOR FUND CERTIFICATION

GL CODE ACCOUNT CODE AMOUNT
490-9500-C999-74200 490-2608-115-74200 $945,943

I hereby certify that adequate funds exist or will be received during the 2023-24 Fiscal Year to pay for the anticipated expenses to be incurred pursuant to this contract.

Director of Finance

Staff Report
Date: May 28, 2024
To: City Council
From: Valerie J. Barone, City Manager
Reviewed by: William Tarbox, Director of Public Works
Prepared by: Craig Blythe, General Services Manager
[email protected]
(925) 671-3141
Subject: Considering authorization for the purchase of eighteen (18) replacement vehicles, two (2) pieces of heavy equipment, and one (1) heavy duty equipment trailer in the amount of
$912,195.64 from the current fiscal year replacement fund, an appropriation of $666,802.20 from the fleet fund for a total not to exceed amount of $1,578,997.84 (Annual Vehicle
Replacement Fund).

CEQA: Not a project/exempt pursuant to Public Resources Code Section 21065, CEQA Guidelines Sections 15060(c),
15061(b)(3), and/or 15378.

Report in Brief
Public Works intends to seek authorization from Council for fleet replacement on an annual basis instead of returning to council with partial requests throughout the year.

The request for authorization is a consolidated request for all remaining replacement assets needed this fiscal year.

Staff is requesting authorization to purchase eighteen (18) replacement vehicles, two (2) replacement pieces of heavy equipment, and one (1) replacement heavy duty equipment trailer.

Recommended Action
Authorize the purchase of eighteen (18) replacement vehicles, two (2) pieces of heavy equipment, and one (1) heavy duty equipment trailer in the amount of $912,195.64 from

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City Council Agenda Report
Agenda Item No. 4.g
May 28, 2024
the current fiscal year replacement fund, an appropriation of $666,802.20 from the fleet fund for a total not to exceed amount of $1,578,997.84.

Background
Each vehicle or piece of equipment in the City’s equipment fleet is projected to be replaced after 10-15 years of use, or 100,000 miles, depending on the type, role, and use level of the equipment. The City’s General Services Manager evaluates the condition of vehicles and equipment prior to replacement to ensure that those still having useful life are not prematurely replaced, regardless of the replacement schedule.

Replacement of aging vehicles is an on-going effort to sustain fleet reliability and maintainability. Proactively replacing vehicles and equipment at the end of their useful life saves the City money, helps maintain daily operations, reduces out-of-commission time, improves appearance, and helps ensure safety.

New vehicles are more economical to maintain, more energy efficient, and safer to operate. New vehicles are equipped with safety features enhancing driver feedback to potential dangers and assisting in the safe operation during daily operations. Safety features include rear-parking sensors, reverse sensing system with reverse brake assist, and cross-traffic alert.

On September 6, 2022 Council authorized the purchase of 12 police interceptors in the amount of $666,802.20. At that time Staff indicated to Council delivery of police interceptors could take up to one year from the time the order was placed. Staff anticipated receiving these new vehicles in the Fall of 2023. In 2022 vehicle manufacturers experienced supply chain issues that affected a manufacturers ability to fill vehicle orders. Staff remained optimistic the vendor would resubmit the order to the manufacturer. However, the order placed in 2022 was not built by the manufacturer and subsequently cancelled with the vendor in March 2024. The funding set aside from the vehicle replacement fund for this 2022/2023 purchase returned to the vehicle replacement fund when the order was cancelled. In order for staff to spend these dollars, Council must reauthorize their use for the purchase of the 12 police interceptors that were originally authorized for replacement in 2022. Staff is also requesting approval to purchase new vehicles, discussed in the Analysis section below.

Analysis
Staff evaluates vehicle options based on performance, maintenance needs, market availability, and cost. For example, police patrol vehicles must be pursuit-rated, and utility trucks must meet weight/towing requirements.

New vehicles are more economical to maintain, safer to operate, and more fuel efficient.

The three replacement utility trucks will be used in the Public Works Department, equipped with a standard lighting package consisting of four corner strobes, light bar, and safety features enhancing driver feedback to potential dangers to ensure safe

City Council Agenda Report
Agenda Item No. 4.g
May 28, 2024
operation during daily operations. Safety features include rear-parking sensors, reverse sensing system with reverse brake assist, and cross-traffic alert. New police vehicles are equipped with a perimeter alert, blind-spot monitoring system, police engine idle feature, and rearview camera.

Below is a table summarizing vehicles proposed for replacement and their costs, following the table is more detail on each proposed purchase:

Figure 1
Department
Year
Purchased
Planned
Replacement
Amount
Amount in
Replacement
Fund
Price of New
Difference in
Purchase
Price
Difference
Less Auction
Revenue
Public Works Utility Trucks (3) 2012 $111,579 $126,385 $276,110.85 $149,725.85 $84,982 Police Interceptor (15) Various Varies by Year $850,000 $849,829.45 - - Public Works Loader 2008 $114,149 $157,080 $158,226.44 $1,146.44 $651 Public Works Backhoe 2008 $111,007 $136,141 $236,678.94 $100,537.94 $57,064 Public Works Trailer 1990 $23,507 $50,674 $58,152.16 $7,478.16 $4,244 * Retained in use past initial replacement date $1,578,997.84 $258,888 $146,940 Three (3) Utility Trucks — Total Purchase price not to exceed $276,111.85 The proposal is to replace three (3) utility trucks under a cooperative purchasing agreement, also known as a piggyback agreement, in an amount not to exceed $276,112 in total by the end of fiscal year 2024/25. The vehicles will be Ford F-Series heavy duty trucks. The Ford ordering window for these trucks will have closed by the time this item is considered by the City Council. There is a small stock of Ford trucks in dealership inventory that Staff is requesting authorization to purchase. Staff is requesting authorization to purchase the vehicles and will follow the City municipal Code Chapter 3.10, Purchasing.

These vehicle replacements are upgrades from the current vehicles used and will allow for safe tool storage, which doesn’t currently exist, and decrease staff drive time thereby reducing fuel use by allowing for staff to stay in the field longer and accomplish more tasks.

The cost of new equipment exceeds the amount recovered by the fleet replacement fund. A budget transfer in the amount of $64,098 from Parks maintenance and $20,884 from Streets maintenance is needed for purchase. An increase in the ongoing replacement costs in the amount of $12,737 for Parks maintenance and $4,041 for Street maintenance will be included in the 2025/2026 biennial budget request.

Delivery is expected June 2025.

City Council Agenda Report
Agenda Item No. 4.g
May 28, 2024
Fifteen (15) Police Interceptor Utility Vehicles — Total Purchase Price $848,829.45 The proposal is to replace fifteen (15) Police Interceptor Utility Vehicles used for Patrol.

The vehicles will be purchased from Folsom Lake Ford in the amount of $848,829.45.

In October 2022 City Council authorized the purchase of 12 police interceptors in the amount of $666,802.20. These vehicles were expected to be delivered in October 2023, however due to manufacturing shortages the order was not filled by the manufacturer.

Because it was unclear when or if the City would ever receive these needed vehicles, staff cancelled the order. When the order was cancelled the purchase order was released and the previously allocated funds returned to the vehicle replacement fund.

To cover the cost of purchase for these long-delayed vehicles, the Council will need to re-appropriate the funds.

Additionally, since October 2022, three additional police patrol vehicles need replacement, their funding would come from the vehicle replacement funds already allocated for expenditure this year.

Delivery of all fifteen of these vehicles are expected in November 2024.

Two (2) Heavy Equipment Units and One (1) Trailer - Total Purchase Price $453,057.54 The proposal is to replace two aged 2008 heavy equipment units and a 1990 trailer with new more modern versions of the equipment. Specifically, the City is proposing to purchase a John Deere 304G loader, 410P backhoe, and a Trail King TKT40LP tilt trailer from Papé Machinery.

The new equipment will increase mechanical capability for the Department of Public Works.

The cost of new equipment exceeds the amount recovered by the fleet replacement fund. A budget transfer in the amount of $651 from existing Parks maintenance and $61,308 from Infrastructure maintenance operational accounts will be needed. An increase in the ongoing replacement cost of $76 for Parks and $7,672 for Infrastructure will be included in the biennial budget request in 2025/26.

Delivery for all three is expected March 2025.

Greenhouse Gas Emission Reduction Discussion
The City continues to work towards reducing its greenhouse gas emissions from its fleet both to meet City Council/Community Climate Action Plan goals and new state mandates. The City currently has 10 electric vehicles, 5 hybrid vehicles with 2 additional units on order, all diesel vehicles use “clean diesel”, and is working towards increasing these numbers consistent with state law.

City Council Agenda Report
Agenda Item No. 4.g
May 28, 2024
In accordance with the requirement of California's Zero Emission Vehicle (ZEV) regulation the City has a plan and timeline for introducing zero emission vehicles (ZEV) into the City’s fleet—and as mentioned above has already begun the process. The plan both complies with California law and provides Public Works with the time that is needed to build the infrastructure to support a ZEV fleet. The new State law requires that 10% of certain vehicle types within the City’s fleet be ZEV by 2025 and that requirement grows to 100% by 2035. Purchasing ZEVs without the necessary infrastructure in place is not feasible. The infrastructure is costly and takes time to build.

City staff is actively engaged in identifying grant availability to fund these needed infrastructure improvements.

Also worth noting, in 2020 Public Works implemented a “clean diesel” program that uses fuel that is 75% cleaner than petroleum-based diesel. Additionally, as the City has reduced its number of vehicles and upgraded and modernized the vehicles that remain, the City has decreased its use of gas at an average rate of 6.9% per year between 2019 and 2023.

Procurement Process
Per Concord Municipal Code Section 3.10.080(3), bidding regulations may be waived when the City of Concord is participating in a cooperative purchase or piggyback of an existing contract. Pricing has been obtained from vendors through Sourcewell and the California Department of General Services (DGS).

Sourcewell is a public agency service cooperative that serves over 50,000 members.

Through national solicitations, Sourcewell provides opportunities for members to purchase equipment through nationally leveraged, competitively bid contracts.

Sourcewell contracts offer a multitude of products, equipment, and services to government agencies and non-profit entities. Sourcewell is a Municipal Contracting agency established to allow participating municipal agencies to reduce the cost of procurement by leveraging the benefits of contract purchasing.

DGS offers competitively solicited contract pricing through the Contracts Management Unit (CMU). The CMU administers statewide contracts for use by state departments and California local governments. Statewide contracts are a type of Leveraged Procurement Agreement (LPA), used as one of the state's main procurement vehicles for leveraging its buying power.

Statewide contracts are primarily established to reduce the need for individual departments to conduct repetitive bids for like products, and many have green standards. These contracts are developed based on the business needs of state of California departments through a competitive bidding process.

Pricing was competitively solicited under Sourcewell contract 011723-JDC, 092922-TKI, and State of California contracts and 1-22-23-14C.

City Council Agenda Report
Agenda Item No. 4.g
May 28, 2024
Environmental Determination
Pursuant to Public Resources Code Section 21065, CEQA Guidelines Sections 15060(c), 15061(b)(3), and/or 15378, Council action on this item is not subject to environmental review under the California Environmental Quality Act (CEQA) of 1970, as amended, because it will not result in a direct or reasonably foreseeable indirect physical change in the environment, and falls within the “common sense” exemption set forth in CEQA Guidelines Section 15061(b)(3), excluding projects where “it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.”
Financial Impact
Almost all of the necessary funding to purchase these vehicles will come from the Vehicle Replacement fund. A budget transfer from the City’s approved current General Fund and Sewer Fund budget of $146,940, in total, will occur to cover the cost of the vehicles that exceeds what is available for their replacement from within the Vehicle Replacement Fund and the dollars obtained from the sale of the vehicles being replaced at auction.

Future budgets, based on the increased costs of the vehicles, will experience an increase of just under $25,000 a year in total to fully fund these newly purchased replacement vehicles in the future. This cost will be incorporated into future budgets.

Public Contact
The City Council Agenda was posted.

Attachments

1. State of California Contract 1-22-23-14C Quote – Police Interceptor Utility Vehicles

2. Sourcewell Contract 011723-JDC Quote – 304 G-Tier Compact Wheel Loader

3. Sourcewell Contract 011723-JDC Quote – 410P Backhoe

4. Sourcewell Contract 092922-TKI Quote – Trail King TKT40LP TRAILER

Attachment 1

Customer:

Date
Attention:

Quote ID #30436508 Sourcewell ID# 35018
List Price $ 145,419.00
Discounts Applied -26.00% $ (37,808.94)
Customer responsble for applicable Sales Tax at point of delivery Total Cost of Add-Ons $36,553.44 Pape Newark Price $ 144,163.50
Sales Tax 9.75% $ 14,055.94
$ 7.00
$158,226.44
01C0T 304 G-Tier Compact Wheel Loader
183B Less JD Link
0202 United States
0259 English
0451 Standard Z-Bar Linkage
0500 Standard Loader - Cab
0950 Less Vision System
1351 Ride Control
3002 Hydrostat With Single Speed Gearbox - High Speed
4098 YANMAR 4TN86CHT FT4/EU STAGE V
5362 405/70R20 Mitas EM-01
6052 Halogen Work Lights
7400 Less Coupler/Quick-Tatch Coupler Ready
7500 Less Fork Frame
Additonal Items
AT413237 1.4 cu. yd. (1.1 cu. m.) General Purpose Bucket (Quik-Tatch) AT412608 Skid Steer Compatible Quik-Tatch Coupler
TINK C250 1.2 CYD. Claw
PAPE Freight, Setup, Delivery
Terms: Sourcewell Contract #011723-JDC, Net-30
Warranty:

FOB:

Phone: 925-997-7933
E-Mail [email protected]
San Francisco Bay Area
Territory Manager
Ed Le Roy
60-Month/2,000-Hour Comprehensive Warranty
DMV & Tire Fee (if applicable)
Out The Door Total
1455 Gasoline Alley, Concord, CA 94520
Formal Sourcewell Quote
New John Deere 304 G-Tier Compact Wheel Loader
Quote valid for 30-days
3/4/2024
Darrold Withrow
City of Concord Public Works
Factory Order New
Attachment 2

Customer:

Date
Attention:

Quote ID #30436334 Sourcewell ID 35018
List Price $ 267,949.00
Discounts Applied -41.00% $ (109,859.09)
Customer responsble for applicable Sales Tax at point of delivery Total Cost of Add-Ons $57,465.39 Pape Newark Price $ 215,555.30
Sales Tax 9.75% $ 21,016.64
$ 107.00
$236,678.94
17E0T 410 P-tier Backhoe Loader
183E
0202 United States
0259 English
0351 Translated Text Labels
1003 Cab
3009 Autoshift Transmission - Mechanical Front Wheel Drive (MFWD) with Limited Slip Differential 4006
5255 Galaxy 550 Radial - 500/70R24 Rear & 340/80R18 Front 6154 Dual Maintenance Free Batteries With Disconnect, Jump Post, and Engine Block Heater 6577 1250 lb. (567 kg.) Front Counterweight
6752 Extendible Dipperstick
7002 Auxiliary Hydraulics with One & Two Way Flow (Hammer & Thumb/Swinger) 7028 Pilot Controls, Two Lever, with Pattern Selection
7040 Three-Function Loader Hydraulics, Single Lever
7713 Rear Hydraulic Coupler for Pin-on Buckets - Less Thumb 7806 24 in. (611 mm.) Heavy-Duty Bucket, 6.9 cu. ft.
7861 1.31 cu. yd. (1.0 cu. m.) Multi-Purpose Bucket
8062/8075 Backhoe Boom Protection Plate / Diagnostic Oil Sampling Ports 8096/8109 Exterior Rear View Mirrors (2) / Sun Visor
8115/8142 MFWD Driveshaft Guard / LED Light Package
8146/8165 Left Side Console Storage with Cup Holders / Auto Ride Control 8182/8207 Radio, Bosch Basic Package / Seat, Cloth Air-Suspension 8213/8313
Additonal Items
AT313592 6 Inch Amber Warning Light With LED Beacon
AT451194 Pivotable Beacon Bracket
AT434236 Rubber Bumper for Grille
AT187707 License Plate Bracket and Light
AT437340 18 in. (457 mm) Heavy Duty Bucket, 4.9 cu. ft.

AT436333 36 in (919 mm) Heavy Duty Bucket, 10.9 cu. ft.

PSM 48 in. Smooth Heavy Duty Bucket .6 CYD
PAPE EBMUD Style 4 In 1 Bucket Lift Hook
PAPE Rear Aux. Hose QC's
PAPE Sky Hook
BTI BX15 Hydraulic Breaker
PAPE Freight, Setup, Delivery
Terms: Sourcewell Contract #011723-JDC, Net-30
Warranty:

Service Agreement: 500-Hour, 1,000-Hour, 1,500-Hour Field Services Included FOB:

Phone: 925-997-7933
E-Mail [email protected]
San Francisco Bay Area
Formal Sourcewell Quote
New John Deere 410P Backhoe
Quote valid for 30-days
3/4/2024
Darrold Withrow
City of Concord Public Works
Factory Order New
Territory Manager
Ed Le Roy
60-Month/1,500-Hour Comprehensive Warranty
DMV & Tire Fee (if applicable)
Out The Door Total
1455 Gasoline Alley, Concord, CA 94520
Chrome Exhst./ Stabilizer Guards
Attachment 3

Customer:

Date
Attention:

Quote ID #30141232 Sourcewell ID 092922-TKI
TBD New
List Price $53,492.00
Discounts Applied -15% ($8,023.80)
Total Cost of Add-Ons $7,413.95
$52,882.15
Sales Tax 9.75% $5,156.01
DMV & Tire Fee (if applicable) $114.00
11330 TKT40LP Tilt Trailer 40,000 lbs. Capacity Federal Excise Fee (if applicable) 14535 102" Overall Width $58,152.16
14512 5' Tongue, Pintle Eye With Adjustable Coupler 15.5"-31" Hitch Height (Loaded) 14515 Lockable tool box
14533 Safety Chains with Hooks
14194 Landing Gear 25K Single 2-Speed
13098 28' Overall deck (4' stationary and 24' tilt deck) O9998 Alternative Option Selected. See Add'l Options Section Below. 14471 4" Safety headboard
14495 (2) 3.5" Bore Hydraulic cushioning cylinders
14517 33" Loaded Deck Height
14539 Floor plate on approach plate and fold under
15785 7" Mill Channel Outer Rail
15795 12" Manufactured I-Beam Mainframe
15800 4" Full width I-beam crossmembers 11" OC on Tilt Bed 11347 1-3/8" Apitong Decking (raised)
13097 9 Pair D-rings (2 stationary deck, 7 tilt deck)
13939 2 Axle H9700 Spring Suspension (TKT24/40)
14543 (2) 22,500 lb. capacity axles
14545 49" Axle spacing
15735 Air brakes 4S2M (12 1/4 x 7 1/2)
O8182 6.75 x 17.5 8-hole steel disc wheel
O8182 6.75 x 17.5 8-hole steel disc wheel
10058 No Spare Wheel
16604 Continental 215/75R17.5 HTL2 - 18 ply (tire only) (per tire) HTL2 Eco Plus ILO Std Provider 215/75R17.5 - 16 ply 10059 No Spare Tire
14759 Mudflaps
14648 Grote LED Lights
15755 7 Pole round electrical plug (standard with air brakes) 15820 Three tail light package (2 pair oval stop/tail with1 pair amber turn in between and (3) oval penny ID lights at the rear) 14481 Registration Holder
O8029
17866
18508
18726 Grote sealed electrical harness system
11330 Additional Options
200594 200594 TKT24-TKT60 Dual air locks w/single safety lock handle operated from driver side. May be used on trailers without a stationary deck. Requires air supply
201329 Electric jack with battery and to charge from std. wiring. Includes 2 pole plug, 2-speed electric drop leg jack (with spring foot) rated for at least 12,000 lbs ILO standard HD 25K jack. 201331 1/8" Tread plate welded/bolted over wood on 4" stationary deck 202595 Side steps on each side of trailer (2) total with removeable handrail had hold (2) each side of step. Step and hand rail painted Omaha orange. Located 10' from headboard to front of step. NOTE: Step location will be 9' from the front of the stationary deck to the front portion of the step. 09999-05 Set pintle height to 25.5"
202014 Steel plate at rear center deck for bucket rest. 3/8" thick from the rear of the tilt deck 60" forward and 29" wide. 11353 Air operated approach plates (requires air supply) 13913 4 Wheel chocks with holder
PAPE Freight, Setup, Delivery
Terms: Sourcewell Contract 092922-TKI
Warranty: 1 Year Parts & Labor, Mainframe
FOB: 1455 Gasoline Alley, Concord, CA 94520
Ed Le Roy
Territory Manager
43510 Osgood Rd.

Fremont, CA 94539
[email protected]
925-997-7933
Pape Newark Price
Paint Color GM12 White with black decals
Zinc-rich Primer
Paint With Red & White conspicuity markings
Out The Door Total
Formal Sourcewell Quote
TRAIL KING TKT40LP TILT TRAILER 40,000 LBS CAPACITY
Quote valid for 30-days
3/4/2024
Darrold Withrow
City of Concord Public Works
Attachment 4

Staff Report
Date: May 28, 2024
To: City Council
From: Valerie J. Barone, City Manager
Reviewed by: William Tarbox, Director of Public Works
Prepared by: Abhishek Parikh, Deputy Director of Public Works – Transportation [email protected]
(925) 671-3139
Subject: Considering:

1. Receiving an update on the City’s Transportation Impact Fee (TIF) development process;

2. Providing direction to staff on two proposed changes to the TIF program:
a. Incorporate the CNWS as a separate fee zone, and
b. Minimize major roadway widening projects; and

3. Approving an Amendment to the Professional Services
Agreement with Kimley-Horn to increase the contract
amount by $61,660 for a new total not-to-exceed amount of $403,500; and authorizing the City Manager to execute the Amendment in a form acceptable to the City Attorney.

CEQA: Not a project/exempt per CEQA Guidelines Sections 15060(c), 15061(b)(3), 15273, 15378, and/or Public Resources Code Section 21065.

Report in Brief
On August 23, 2022, the City Council (Council) approved a Professional Services Agreement (PSA) with Kimley-Horn to complete an update of the City’s Transportation Impact Fee (TIF) program, a.k.a. Off-Site Street Improvement Program (OSIP). The TIF program, originally adopted in 1983, was last updated in 2013.

5.a

City Council Agenda Report
Agenda Item No. 5.a
May 28, 2024
As part of the current update, Kimley-Horn is tasked with reviewing the City’s fee program structure as well as researching other TIF programs throughout the state and developing recommendations for changes to the fee program that aligns with recent legislation. Kimley-Horn has completed its review of existing conditions, assessed existing and future transportation deficiencies in the City’s transportation network, and is currently developing project recommendations for Council consideration for inclusion in the City’s updated TIF program. Council will be receiving background on the City’s TIF program and an update on the process for considering changes during the Council meeting. Actual proposed fees under the TIF program will return to Council sometime after the first of the year for consideration.

Council is also being asked to add funding to the contract with Kimley-Horn to cover $11,660 in additional data collection costs and reserve up to $50,000 for future contingencies.

Recommended Action

1. Receive an update on the City’s Transportation Impact Fee development process;

2. Provide direction to staff on two proposed changes to the TIF program:
a. Incorporate the CNWS as a separate fee zone, and
b. Minimize major roadway widening projects; and

3. Approve an Amendment to the Professional Services Agreement with KimleyHorn to increase the contract amount by $61,660 for a new total not-to-exceed amount of $403,500; and authorize the City Manager to execute the Amendment in a form acceptable to the City Attorney; and

4. Make the CEQA determinations as provided in this staff report.

Background/Analysis
The City of Concord’s first Transportation Impact Fee (TIF) program, the Off-Site Street Improvement Program (OSIP), was adopted in 1983 to ensure all new development contributes toward offsetting the burdens it imposes on the City’s traffic system. Since its adoption in 1983, the OSIP has undergone several revisions to align with updates to the City’s General Plan, including updates to the Transportation/Circulation Element.

Note that with this update staff is recommending changing the name of the program from “OSIP” to simply be referred to as the City’s “TIF Program” to be more consistent with industry standards and reduce confusion within the development community.

Two legislative bills have recently been adopted, affecting the framework and implementation of transportation analysis and impact fees. Senate Bill (SB) 743 made vehicle miles traveled (VMT) the key metric used to measure transportation impacts under CEQA. Although SB 743 has not changed the impact fee programs directly it has resulted in increasing attention on the nature of improvements included in an impact fee

City Council Agenda Report
Agenda Item No. 5.a
May 28, 2024
program. Meanwhile, Assembly Bill (AB) 602, which went into effect in 2021, has further clarified the requirements of an impact fee study, provided for a maximum of 8 years between updates, and requires consideration be given to establishing impact fees for single-family residential units based on their square footage.

Study Progress
The project team completed a review, and prepared a summary, of background documentation related to the existing OSIP including the Traffic Impact Analysis procedures/guidelines, Climate Action Plan, Bicycle and Pedestrian Master Plans, Transit Plan, and any relevant Transportation Demand Management Ordinances. The literature review provided a basis for the efforts completed in subsequent tasks, as well as identified updates for each program/document that may be recommended as part of this effort.

As part of the TIF program’s development, the study team reviewed other TIF programs throughout the state. This review included both traditional TIF programs that tend to rely more heavily on roadway widening and those that focus on other transportation modes or approaches to addressing transportation deficiencies caused by future development.

The project team also reviewed new analysis methodologies from industry experts and relevant professional organizations (Institute of Transportation Engineers [ITE], Institute of Transportation Studies [ITS], American Planning Association [APA], California Air Pollution Control Officers Association [CAPCOA], California Air Resources Board [CARB], etc.) for providing multimodal solutions to mitigate or manage traffic impacts.

Finally, this review considered the use of alternative performance metrics for identifying transportation deficiencies including those resulting from Vehicle Miles Traveled (VMT) and safety impacts.

The review of these programs helped provide a basis for recommended updates for the City’s TIF program. Based on this review and in consideration of the future transportation challenges facing the City, it is being recommended that the new TIF program rely on non-widening solutions including limited intersection improvements, active transportation, transit improvements including park-and-ride lots, signal system and other technology improvements, and safety projects amongst others to address transportation deficiencies caused by future development. In addition to being consistent with City policies and VMT/Greenhous Gas (GHG) reduction mandates from the State, this approach will promote increasing the efficiency of the existing transportation system, be less impactful to business and residents by not requiring significant right-of-way or resulting in significant construction impacts, provide additional transportation choices for residents, and be less likely to exacerbate existing cutthrough traffic concerns.

Once the document review was complete, the project team completed an analysis to determine which City intersections and roadway segments would have transportation deficiencies based on existing and future conditions. The future conditions are based on

City Council Agenda Report
Agenda Item No. 5.a
May 28, 2024
anticipated land use growth from development through 2040. This growth will primarily be on the Concord Naval Weapons Station (CNWS) reuse project which is expected to construct over 12,000 residential units and approximately 6.1 million square-feet of nonresidential land uses at buildout. Secondary to the CNWS is growth in infill areas of the city assumed under the adopted General Plan, and regional growth outside the Concord city limits.

Existing conditions were determined based on traffic counts collected at 46 intersections and 41 roadway segments. Future conditions were determined based on the growth at each study facility (intersections and roadway segments) determined by calculating the difference between existing and future conditions using the City’s version of Contra Costa Transportation Authority (CCTA’s) travel demand model. Deficiencies at the study facilities were determined using methodologies consistent with the most recent edition of the Highway Capacity Manual, the national standard for traffic operational analysis.

Before completing a detailed analysis of future deficiencies, the project team updated future traffic forecasts using the City’s version of CCTA’s travel demand model. As part of this process the travel demand model was updated to include the latest available information on development on the Concord Reuse Project site (former Concord Naval Weapons Station [CNWS]) as well as planned transportation improvements outside of the City limits. Like the existing conditions analysis, the resulting traffic forecast was evaluated using the industry standard for Level of Service (LOS) analysis, the Highway Capacity Manual.

The project team also used the traffic counts at the 14 boundary locations and origindestination information from the big data platform Replica to perform a cut-through analysis. The cut-through analysis helped the project team understand the commute travel patterns of vehicles traveling through the City that do not start or end their trip within the City. This analysis will be used to further inform future tasks of the TIF study.

Current Activities
The project team is currently reviewing projects contained within the City’s Capital Improvement Program (CIP), as well as exploring other new potential projects to identify improvements that will address identified deficiencies. Improvements being considered for the TIF program including limited intersection improvements, active transportation improvements, transit improvements including park-and-ride lots, signal system and other technology improvements, and safety projects amongst others to address transportation deficiencies caused by future development. The project team is moving away from capacity increasing projects such as roadway widening projects that could induce travel demand given existing City policies and the potential that they may exacerbate cut-through traffic problems. Simple widening projects that include intersection turn lanes pockets or through lanes to improve intersection level of service are still being considered.

City Council Agenda Report
Agenda Item No. 5.a
May 28, 2024
Future Activities
Once an initial list of recommended projects for the TIF Program are identified, the project team will present them for consideration by the City Council. This update will be accompanied by required analysis to establish a legal nexus and an estimate of the resultant fee related to the recommended TIF projects.

The Council will be asked to consider the following in future meetings, likely to be scheduled after the first of the year, as the program is further defined:

1. Recommended transportation improvements

2. Policy matters related to impact fee determination

3. Recommended impact fees by land use category
Council Input Sought on the TIF Process
Staff is requesting Council direction on two recommended changes to the current TIF:

1. The current TIF program does not extend to future development on the Reuse Project site. With this update, staff is recommending that the CNWS development be included and made a part of the fee program. Further, Staff recommends a split fee program whereby separate fee structures will be developed for the CNWS and the rest of the city. This allows for more flexibility to update fees as development occurs on the Reuse project site. Additionally, separate from this process, the Specific Plan for the CNWS will also undergo environmental review, which will identify environmental impacts including traffic impacts that will be the responsibility of the Reuse Project to mitigate outside of the TIF, including providing for roadway infrastructure within the Project site.

2. With limited right-of-way and legislative trends toward reducing VMT and greenhouse gases, staff is recommending capacity increasing projects such as major roadway widening not be included in the next plan; instead, projects that help to improve the efficiency of the existing transportation system, improve safety, and increase transit and non-motorized travel modes will be identified.

Budget Amendment Request
The contract budget for traffic counts for the project was set at $7,500. To date, the project team, to respond to staff’s request for additional current data, has spent $19,160 in traffic count costs, or an excess of $11,660 from the contract budget. It is requested that the contract budget be increased by $61,660 from $341,840 to $403,500 to cover the $11,660 additional cost associated with the traffic counts plus to build in a $50,000 contingency for the project in case other unanticipated costs occur during the plan preparation. The contingency will only be available for use with the approval of the Deputy Director of Public Works – Transportation.

City Council Agenda Report
Agenda Item No. 5.a
May 28, 2024
Financial Impact
The budget increase of $61,660 is funded by Off-Site Street Improvement Program (OSIP) funds (Fund 410). Funds are available and will not impact the City’s general fund.

Environmental Determination
Pursuant to CEQA Guidelines Sections 15060(c), 15061(b)(3), 15273, 15378, and Public Resources Code Section 21065, awarding a Professional Services Agreement is not subject to environmental review under the California Environmental Quality Act (CEQA) of 1970, as amended, as it does not constitute a “project”, does not commit the City to a definite course of action, does not constitute discretionary approval of a specific project, involves government funding, and will not result in a direct or reasonably foreseeable indirect physical change in the environment, and in the alternative is exempt from CEQA. No unusual circumstances exist and none of the exceptions under CEQA Guidelines Section 15300.2 applies. This determination reflects the City’s independent judgement and analysis.

Public Contact
The City Council Agenda was posted.

Attachment

1. First Amendment to Professional Services Agreement with Kimley-Horn

FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
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28 This First Amendment to Professional Services Agreement (“First Amendment”) is entered into on this date, May 28, 2024, and amends the Professional Services Agreement, Agreement No. 5977, between the City of Concord (“CITY”) and Kimley-Horn and Associates, Inc. (“CONSULTANT”).

WHEREAS, the CITY and CONSULTANT entered into a Professional Services Agreement, Agreement No.5977, dated August 23, 2022 (the “Agreement”), wherein CONSULTANT agreed to provide professional services to complete an update of the City’s Transportation Impact Fee program.

WHEREAS, the parties hereto desire to amend the agreement to provide for additional compensation;
NOW THEREFORE, in consideration of the promises and conditions set forth in the Agreement, the parties mutually desire to amend the Agreement as follows:

1. Section 3 “PAYMENT” is hereby amended to read as follows:

The compensation to be paid to CONSULTANT including payment for professional services and reimbursable expenses, shall be at the rate and schedules in detail in Exhibit A. However, shall in no event shall the amount CITY pays CONSULTANT exceed Four Hundred Three Thousand Five Hundred dollars ($403,500) for the term of this Agreement. Any Amendment to this Agreement that includes an increase to this compensation amount shall be made in accordance with Section 5 below.

CONSULTANT may submit monthly statements for services rendered; all statements shall include adequate documentation demonstrating work performed during the billing period. It is intended that CITY review such statement and pay CONSULTANT for services rendered within 30 days of receipt of a statement that meets all requirements of this Agreement. Payment by CITY shall not be deemed a waiver of unsatisfactory work, even if such defects were known to the CITY at the time of payment.

2. Except as expressly amended herein, all other terms and conditions of the Professional Services Agreement shall remain in full force and effect.

Attachment 1

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28 IN WITNESS WHEREOF, the parties have executed this First Amendment on the date indicated above.

Dated: ___________ KIMLEY-HORN AND ASSOCIATES, INC.

BY: ________________________
Frederik Venter, Vice President
[email protected]
Dated: ___________ CITY OF CONCORD
By: _________________________
Valerie J. Barone
City Manager
APPROVED AS TO FORM: ATTEST:
____________________________ ____________________________________ Susanne Brown Joelle Fockler, MMC
City Attorney City Clerk
FINANCE DIRECTOR'S CERTIFICATION:

Concord, California
Date: ________________

I HEREBY CERTIFY THAT ADEQUATE FUNDS EXIST OR WILL BE RECEIVED DURING THE CURRENT FISCAL YEAR 23/24 TO PAY THE ANTICIPATED EXPENSES TO BE INCURRED PURSUANT TO THIS CONTRACT.

THE SUM OF $403,500. Account Code 410254111163800 .

Finance Director's Signature

City of Concord’s
Transportation
Impact Fee Update
City Council Meeting
May 28, 2024

Agenda
• Traffic Impact Fee Program Overview
• Major activities included in update
• Deficiency Analysis
• Initial Project Solutions
• Fee Structure Options
• New State Requirements
• Next Steps

Request on Input from Council

1. Providing direction to staff on two proposed changes to the TIF program:
a. Incorporate the CNWS as a separate fee zone, and
b. Minimize major roadway widening projects

2. Approving an Amendment to the Professional Services Agreement with KimleyHorn to increase the contract amount by $61,660 for a new total not-to-exceed amount of $403,500
3

Traffic Impact Fee (TIF) Program Basics
• Reflects planned growth
• Reflects needs to accommodate that growth
• Determines “fair-share” costs for new development
• Builds on current City plans and policies
• Meets regulatory compliance requirements
4

Purpose Safe and Reasonable Local
Traffic Operations
Offset Deficiencies Caused by
New Development
Identify and Mitigate
Significant Impacts
Legal Basis Local Ordinance or
General Plan State Law State Law
Analysis Basis Level Of Service DU Equivalency
(Based on Trips or VMT) Vehicle Miles Traveled
Typical
Mitigation
Local Transportation
Improvements
Local/ Regional Transportation
Improvements
Transportation Demand
Measures
Analysis
Documentation Traffic Report Calculation Summary Environmental Document CEQA vs. Traffic Study Guidelines vs. TIF Program

TIF Program Requirements Overview
• Considers growth through 2040
• Can only fund capital costs (not operating costs)
• Must show a direct link between impact and improvement (nexus) • Program cost reflects total cost of improvements not already funded • Fees are divided among the land use types based on relative impact 6

Existing TIF Program
• Program previously called: Off-Site Street Improvement Program (OSIP) • All projects must pay fees except those exempt by City Policy • Religious buildings
• Childcare facility < 13 children
• Projects with significant economic and/or social value to the City • Current fees:
• $3,251 for each single-family unit
• $2,624 for each multi-family unit
• $8.81 per gross square-foot of commercial uses
• $7.04 per gross square-foot of office uses
• $2.98 per gross square-foot of industrial uses
7

One Fee Zone
• 1,500 vehicles = Total Future Volume
• 500 vehicles from future City Development
• 1,000 vehicles from existing City users
City, 67%
City, 0%
Development, 33%
Development, 100%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Existing Deficiency Future Deficiency
City Share of Cost Development Share of Cost
8

Two Fee Zones
• 1,500 vehicles = Total Future Volume
• 50 vehicles from future City Development (not CNWS)
• 450 vehicles from future CNWS
• 1,000 vehicles from existing City users
City, 67%
City, 0%
CNSW, 30%
CNSW, 90%
Development, 3%
Development, 10%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Existing Deficiency Future Deficiency
9

Major Activities Included in the TIF Program Update
• Update existing and future traffic conditions
• Incorporate the Concord Naval Weapons Station (CNWS) growth • Identify fee-eligible projects that address identified deficiencies • Develop cost estimates for fee-eligible projects
• Evaluate two tier fee program (CNWS and rest of the City) • Update Policy and Procedure No. 144 (traffic study guidelines) • Address AB 602 requirements
10

Concord Naval Weapons Station Assumptions
• Most of the future growth
• More than 12,000 housing units
• Approximately 6.1 M SF retail/
employment uses
• Study methods designed to be
updated easily
• Phasing will be considered prior
to finalizing fees
11

Deficiency Analysis Summary
• Analyzed 46 intersections and 41 roadway segments throughout the City
• CNWS included in growth for analysis
• 11 intersections found to be deficient in the future
• 6 intersections found to have existing deficiencies
• 1 roadway segment found to be deficient in the future • 9 roadway segments found to have existing deficiencies 12

Deficiency Analysis
Results

TDM
Transportation
Demand Measures
Transit
Lane Restrictions and
Traffic Calming
Broad Range of Options Broad Range of Options
Roadway widenings are not a focus
Intersection
Improvements
14

Change in Congested VMT (CVMT)
Scenario AM Peak-Hour PM Peak-Hour Daily
No Project 45,855 56,933 703,762
Plus Project (with CNWS) 73,704 82,913 989,656
Plus Project (no CNWS) 45,835 54,373 681,176
Difference (with CNWS) 26,640 24,285 285,894
Difference (no CNWS) -20 -2,560 -22,586
Difference (%, with CNWS) 60.7% 45.6% 40.6%
Difference (%, no CNWS) -0.0% -4.5% -3.2%
Source: City of Concord travel demand model
15

Assembly Bill No. 602
Requires local agencies conducting an impact fee update to:

1. Determine the existing and future Level of Service for each study facility

2. Identify the proposed improvement and explain why it is needed

3. Fees for residential units must consider square footage

4. The time for updating fee studies is increased to 8 years 16

Next Steps
• Finalize Project Cost
• Determine New Fee Structure
• Consider policy changes
• AB 602 Analysis
• Update Documents
17

Request on Input from Council

1. Providing direction to staff on two proposed changes to the TIF program:
a. Incorporate the CNWS as a separate fee zone, and
b. Minimize major roadway widening projects

2. Approving an Amendment to the Professional Services Agreement with KimleyHorn to increase the contract amount by $61,660 for a new total not-to-exceed amount of $403,500
18

Questions?

Intersection Deficiency Analysis Results
ID Intersection Peak-Hour Deficiency Status
1 Imhoff Dr @ Solano Way AM No Deficiency
PM No Deficiency
2 Solano Way @ Marsh
Dr/Arnold Industrial Pl
AM No Deficiency
PM No Deficiency
3 Port Chicago Hwy @ Arnold
Industrial Way
AM No Deficiency
PM No Deficiency
4 Port Chicago Highway @ SR-4
Westbound Ramps
AM No Deficiency
PM Future Deficiency
5 Port Chicago Highway @
Panoramic Drive
AM Future Deficiency
PM Future Deficiency
6 Port Chicago Highway @
Olivera Road
AM Future Deficiency
PM Future Deficiency
7 Solano Wy @ NB SR-242 Ramps AM No Deficiency
PM No Deficiency
8 Solano Wy @ SB SR-242 Ramps AM No Deficiency
PM No Deficiency
9 Diamond Bl @ Concord Ave AM No Deficiency
PM No Deficiency
10 John Glenn Dr @ Concord Ave AM No Deficiency
PM No Deficiency
ID Intersection Peak-Hour Deficiency Status
11 Concord Ave @ NB SR-242 Ramps AM No Deficiency
PM No Deficiency
12 Concord Ave @ SB SR-242 Ramps AM No Deficiency
PM No Deficiency
13 Salvio St @ Concord Ave/Galindo St AM No Deficiency
PM Future Deficiency
14 Willow Pass Rd @ SB I-680 Ramps AM No Deficiency
PM No Deficiency
15 Willow Pass Rd @ NB I-680 Ramps AM No Deficiency
PM No Deficiency
16 Willow Pass Rd @ Diamond Blvd AM No Deficiency
PM No Deficiency
17 Willow Pass Road @ Market Street AM Future Deficiency PM Future Deficiency
18 Clayton Rd @ Market St AM Future Deficiency
PM No Deficiency
19 Willow Pass Road @ Galindo Street AM No Deficiency
PM Future Deficiency
20 Concord Blvd @ Galindo St AM No Deficiency
PM Page 28 of 32 No Deficiency
Intersection Deficiency Analysis Results
ID Intersection Peak-Hour Deficiency Status
21 Clayton Road @ Galindo Street AM Future Deficiency
PM No Deficiency
22 Monument Boulevard @ Cowell
Road
AM No Deficiency
PM No Deficiency
23 Monument Boulevard @ Mohr
Lane
AM No Deficiency
PM No Deficiency
24 Monument Boulevard @ Oak
Grove Road
AM No Deficiency
PM No Deficiency
25 Port Chicago Highway @ Salvio
Street
AM No Deficiency
PM No Deficiency
26 Willow Pass Road @ Port Chicago
Highway
AM No Deficiency
PM No Deficiency
27 Concord Boulevard @ Port Chicago
Highway
AM No Deficiency
PM No Deficiency
28 Willow Pass Road @ 6th Street AM No Deficiency
PM Future Deficiency
29 Willow Pass Road @ Farm Bureau
Road / Olivera Road
AM No Deficiency
PM Future Deficiency
30 Willow Pass Road @ Lynwood
Drive
AM Future Deficiency
PM Existing Deficiency
ID Intersection Peak-Hour Deficiency Status
31 Concord Boulevard @ Farm Bureau
Road
AM No Deficiency
PM No Deficiency
32 Concord Boulevard @ Landana Drive AM No Deficiency
PM No Deficiency
33 Concord Bl @ Denkinger Rd AM No Deficiency
PM No Deficiency
34 Concord Boulevard @ Bailey Road AM Existing Deficiency PM Existing Deficiency
35 Ygnacio Valley Road/Kirker Pass Rd @
Concord Boulevard
AM No Deficiency
PM No Deficiency
36 Clayton Road @ Oakland Avenue AM No Deficiency
PM No Deficiency
37 Clayton Rd @ 6th St/Coventry Rd AM No Deficiency
PM No Deficiency
38 Clayton Road @ Farm Bureau Road AM No Deficiency
PM No Deficiency
39 Treat Boulevard @ Clayton Road AM No Deficiency
PM Existing Deficiency
40 Clayton Rd @ Bailey Rd AM No Deficiency
PM No Deficiency

Intersection Deficiency Analysis Results
ID Intersection Peak-Hour Deficiency Status
41 Clayton Road @ Ayers Road
AM No Deficiency
PM No Deficiency
42 Ygnacio Valley Road @ Clayton Road
AM No Deficiency
PM No Deficiency
43 Treat Boulevard @ Cowell Road
AM No Deficiency
PM Existing Deficiency
44 Ygnacio Valley Road @ Cowell Road
AM No Deficiency
PM Existing Deficiency
45 Ygnacio Valley Road @ Ayers Road
AM No Deficiency
PM Existing Deficiency
46 Treat Boulevard @ Oak Grove Road
AM No Deficiency
PM Existing Deficiency

Segment Deficiency Analysis Results
Study Segment
ID Name Between… and... LOS Benchmark
Deficiency
Status
1 Ygnacio Valley Road Cowell Road/Montecito Dr Campus Dr/Ayers Rd E Existing 2 Olivera Road Port Chicago Highway SR 242 E None
3 Olivera Road Salvio Street Port Chicago Highway D Future 4 Willow Pass Road Landana Drive Olivera Rd/
Farm Bureau Rd E Future
5 Willow Pass Road Olivera Rd/Farm Bureau Rd Port Chicago Highway E None 6 Treat Boulevard Oak Grove Road Cowell Rd E Existing
7 Oak Grove Road Treat Boulevard Monument Boulevard E None 8 Oak Grove Road Monument Boulevard SR 242 E None
9 Port Chicago Highway SR-4 Ramps Olivera Road E Future 10 Port Chicago Highway Olivera Road Salvio Street E None 11 Clayton Road Coventry Rd Farm Bureau Road E None
12 Clayton Road Farm Bureau Road Treat Boulevard E None 13 Clayton Road Bailey Road Ayers Rd E None
14 Cowell Road Monument Boulevard Babel Lane E Future
15 Concord Boulevard Port Chicago Highway Farm Bureau Road D Existing 16 Concord Boulevard Farm Bureau Road Landana Drive D Existing 17 Concord Boulevard Denkinger Road Bailey Road D Existing 18 Monument Boulevard Oak Grove Road Cowell Road E None 19 Solano Way Olivera Road SR 242 E None
20 Grant Street SR 242 Salvio Street E None Page 31 of 32 Segment Deficiency Analysis Results
Study Segment
ID Name Between… and... LOS Benchmark
Deficiency
Status
21 Willow Pass Road Market Street SR 242 E None
22 Clayton Road Market Street SR 242 E None
23 Concord Avenue I-680 Salvio Street E None
24 Denkinger Road Clayton Road Concord Boulevard D None 25 Bailey Road Clayton Road Concord Boulevard D None
26 Diamond Boulevard Concord Avenue Willow Pass Road E None 27 Treat Boulevard Clayton Road Cowell Road E None
28 Willow Pass Road Avila Road City Limits D Existing
29 Bailey Road Myrtle Drive City Limits D Existing
30 Kirker Pass Road Hess Road City Limits E Future
31 Oakhurst Drive Cam Estrada City Limits D None
32 Clayton Road City Limits Duncan Drive E None
33 Ygnacio Valley Road Cowell Road City Limits E Existing 34 Oak Grove Road City Limits Peachwillow Ln E None
35 Treat Boulevard Winton Dr City Limits E None
36 Monument Boulevard Mohr Lane City Limits E Existing
37 Willow Pass Road Santa Monica Drive I-680 Ramps E None 38 Concord Avenue Galaxy Way City Limits E None
39 Marsh Drive Solano Way City Limits D None
40 Imhoff Drive Solano Way City Limits E None
41 Port Chicago Highway Kinne Blvd City Limits D None Page 32 of 32 Staff Report
Date: May 28, 2024
To: City Council
From: Valerie J. Barone, City Manager
Reviewed by: William Tarbox, Director of Public Works
Craig Blythe, General Services Manager
Prepared by: Jeff Rayos, Senior Administrative Analyst
[email protected]
(925) 671-3442
Subject: Considering adoption of four Resolutions confirming the annual Engineer’s Report and Assessment Diagrams for levies and assessments for the Downtown Landscape Maintenance
District, Pine Hollow Landscape & Lighting District, Landscape & Lighting District No. 3, and the Citywide Street Lighting Assessment District for Fiscal Year 2024-25, and directing the City Clerk to file a certified copy with the Contra Costa County Auditor-Controller.

CEQA: Not a project/exempt per Public Resources Code
Section 21065 and CEQA Guidelines Sections 15060(c), 15378 and/or 15061(b)(3).

Report in Brief
With this Public Hearing, the City Council will continue the process required by the Landscaping and Lighting Act of 1972 and Proposition 218, to reconfirm the four Landscaping and Lighting Maintenance Districts administered by the City for Fiscal Year 2024-25.

Recommended Action
Hold a public hearing and adopt four resolutions confirming the assessments identified in the annual Engineers Report and Assessment Diagram for the Downtown Landscape Maintenance District, Pine Hollow Landscape & Lighting District, Landscape & Lighting District No. 3, and the Citywide Street Lighting Assessment District for Fiscal Year

6.a

City Council Agenda Report
Agenda Item No. 6.a
May 28, 2024
2024-25, and direct the Clerk to file a certified copy with the Contra Costa County Auditor-Controller.

Background
On April 23, 2024, the City Council adopted resolutions accepting the Preliminary Engineer’s Reports and declaring the City Council’s Intent to Levy Assessments and Order Improvements within the Downtown Landscape Maintenance District, the Pine Hollow Landscape and Lighting Maintenance District, the Landscaping and Lighting Maintenance District No. 3, and the Citywide Street Lighting Assessment District.

District No. 3 is a combined district that includes Kirkwood, Ygnacio Woods, Balhan Terrace, and Valley Terrace subdivisions. The Engineer’s Reports were prepared by a registered engineer and contain five parts:
 Plans and specifications for the intended assessment district improvements.  A cost estimate of the improvements.
 An assessment diagram of the area to be assessed.
 Assessment amounts based on the level of benefit received from the improvement by each parcel.
 An assessment roll listing the parcels to be assessed.

The purpose of the Engineer’s Report is to provide a public document that delineates the improvements expected to be installed or maintained by the assessment district, describes the methods used by the Assessment District Engineer to determine the level of benefit received by each parcel in the district, and provides proposed assessment amounts for each parcel.

Analysis
The subject Districts are not required to comply with Proposition 218 balloting requirements unless the assessments are projected to be increased beyond the voter approved assessments, excluding any approved consumer price index (CPI) increase or mathematical formula that was approved by voters. City staff have determined that it is not necessary to increase the assessments for FY 2024-25 beyond any previously approved CPI index calculation increase; therefore, a Proposition 218 vote is not required.

The Assessment District Engineering Services firm Francisco & Associates, Inc. has prepared the Final Engineer’s Reports and filed them with the City Clerk (Attachments 1-4). The reports contain detailed descriptions of the improvements and associated costs, the properties to be assessed, and the proposed assessments on each parcel within each district.

City Council Agenda Report
Agenda Item No. 6.a
May 28, 2024
The Landscaping and Lighting Act of 1972 requires the City Council to accept the Final Engineer’s Reports at this time; however, approval is not final until after the Council conducts a public hearing. The Resolutions of Intention set a required public hearing for May 28, 2024, at 6:30 p.m. in the City of Concord Council Chamber at 1950 Parkside Drive.

At the conclusion of the Public Hearing, the City Council may adopt a resolution confirming the levy of assessments as originally proposed or modified unless a majority protest exists. Upon final adoption, the Districts will be reconfirmed for FY 2024-25 and the assessment amounts will be posted to the County tax rolls. These assessments will appear as a separate item on the property tax bill for each parcel.

The Districts provide landscape and/or lighting maintenance services in the following six areas of Concord:
 Downtown Landscape Maintenance District
 Pine Hollow Landscape Maintenance District
 Kirkwood Landscape Maintenance District
 Ygnacio Woods Landscape Maintenance District
 Balhan Terrace Maintenance District
 Valley Terrace Maintenance District
In addition, there is a citywide District for streetlights, known as the Citywide Street Lighting Assessment District.

Separate financial plans were developed for the Citywide Street Lighting, Downtown, and Pine Hollow Districts. The Kirkwood, Ygnacio Woods, Balhan Terrace, and Valley Terrace Districts were combined into a single District in 1979, known as Landscaping and Lighting Maintenance District No. 3. To accurately track the operation and maintenance costs for each of the benefit zones in District No. 3, individual financial plans were also developed. The revenue and appropriation assumptions developed for the City’s enterprise funds were also used in each of the Districts’ financial plans. The individual financial plans for each District are discussed below.

Downtown Landscape Maintenance District:

The Downtown Landscape Maintenance District was created on November 14, 1983, for the purpose of maintaining landscaping in the downtown area. The District was ratified by the property owners and reconfirmed through a Proposition 218 election in 1997. The total assessment is based on each parcel’s square footage, street frontage, and respective benefit zone. The improvements within this District are generally described as the maintenance and servicing thereof of landscaping in

City Council Agenda Report
Agenda Item No. 6.a
May 28, 2024
street medians, public plazas, parking lots, and other public places, including street trees in public right-of-ways.

The Downtown Maintenance District provides all landscape services for the Central Concord area, including Todos Santos Plaza and median islands on Willow Pass Road (between East Street and Contra Costa Boulevard), Concord Avenue and Market Street. A mix of City employees and a professional landscaping firm provide all maintenance services charged to the District. The estimated cost of the landscape maintenance contract for FY 2024-25 is $550,000 with the total expenditures including utilities, capital reserves, administration, engineering services and fixed charges estimated at $899,836.

A successful Proposition 218 election was conducted in FY 2006-07 to increase the annual assessments beginning in FY 2007-08. This election also included an automatic inflation factor to ensure the long-term solvency of the District. The District is still supported by the City’s General Fund for City-provided administrative support and general services.

Pine Hollow Landscape Maintenance District:

The Pine Hollow Landscape Maintenance District provides all landscape services on the south side of Pine Hollow Road, east of Ygnacio Valley Road, between the PG&E substation and Rolling Woods Way, including landscaping up to Crystyl Ranch. All of the landscape services charged to the Pine Hollow District are provided through a contract managed by the Public Works Department. The estimated cost of the landscape maintenance contract for FY 2024-25 is $34,386 with the total expenditures including utilities, capital reserves, administration, engineering services and fixed charges estimated at $76,424.

Landscaping and Lighting District No. 3:

Landscaping and Lighting District No. 3 is comprised of four different subdivisions:

Kirkwood, Ygnacio Woods, Balhan Terrace, and Valley Terrace. With the exception of Ygnacio Woods, all other landscape services charged to the combined District No. 3 are provided through a contract managed by the Public Works Department. City employees provide landscape services for Ygnacio Woods.

As done in prior years, capital reserve appropriation is included to support future projects in the amount of $10,470. Once firmly established, this reserve will allow planning for upgrading and replacement of older technology sprinkler systems, landscape features, or other capital items approaching the end of their useful life.

Currently, landscaping in Kirkwood is provided by a private contractor and managed by the Public Works Department. The estimated cost of landscape maintenance for FY 2024-25 is $27,428.

City Council Agenda Report
Agenda Item No. 6.a
May 28, 2024
This will be the 19th year of automatic CPI inflation increases for the Ygnacio Woods assessments, following the successful Proposition 218 election in FY 2004-05. Ygnacio Woods landscaping maintenance cost for FY 2024-25 is estimated at $13,748.

Balhan Terrace and Valley Terrace are assessed only for the cost of street lighting within these subdivisions and continue to require zero assessments due to State tax augmentation funds. These funds are sufficient to maintain the districts. State tax augmentation funds are rebates from the State to offset the impacts of Proposition 13 on Landscaping and Lighting Districts in existence prior to 1978.

Citywide Street Lighting District:

The Concord Citywide Street Lighting Assessment District was formed in FY 1988- 89 for the purpose of funding the installation, maintenance and servicing of public lighting facilities in public places within the district. The district includes all parcels of land within the incorporated limits of the City of Concord that benefit from existing or newly installed streetlights. The total assessment is divided among the parcels of land in proportion to the estimated benefits to be received by that parcel.

Improvements within this district generally consist of the installation, maintenance, and servicing of public lighting facilities in public places within the district. Public lighting facilities consist of pole mounted street lights within the public right-of-way and public parking areas in the City of Concord. Lighting facilities are intended to provide safety, security, and convenience for residents, businesses, autos and pedestrians. The Citywide Street Lighting Assessment District is maintained by City staff and provides street lighting services including electrical costs, street light repair and replacement, capital improvements, and Assessment District proceedings. The estimated cost of the electricity for the Citywide Street Lighting Assessment District for FY 2024-25 is $600,000 with total expenditures including utilities, consultation services, administration, engineering services, debt service, and fixed charges estimated at $1,401,200.

District Assessments:

With the exception of the automatic inflation increases in the Downtown Landscape Maintenance District and the Ygnacio Woods Benefit Zone of District No. 3, the assessment rates in all districts remain unchanged for FY 2024-25. The assessed amounts pay for the following assessment district costs: landscape maintenance, water, electricity, non-scheduled repairs, contingency, and assessment district administration expenses:

City Council Agenda Report
Agenda Item No. 6.a
May 28, 2024
Downtown Landscape Maintenance District
2023/2024
Assessment
2024/2025
Proposed
Range Per
Parcel Comments
Downtown $483,449 $497,612 $1.42 -
$16,590
Inflation factor
Pine Hollow Landscape Maintenance District
2023/2024
Assessment
2024/2025
Proposed
Range Per
Parcel Comments
Pine Hollow $61,755 $61,755 $70 - $305 No change
Landscaping & Lighting Maintenance District No. 3
2023/2024
Assessment
2024/2025
Proposed
Assessment
Per Parcel Comments
Kirkwood $19,020 $19,020 $40.64 No change
Ygnacio Woods $11,552 $11,890 $339.72 Inflation factor
*Balhan $0 $0 $0 No change
*Valley Terrace $0 $0 $0 No change
*Funded through State of California tax augmentation
Citywide Street Lighting Assessment District
2023/2024
Assessment
2024/2025
Proposed
Typical Range
Per Parcel Comments
Citywide Street
Lighting
$1,043,000 $1,045,360 $12.50 - $500 No Change,
increase due to
increase in
assessed
properties
Financial Impact
Landscape District budgets are separate from the City’s General Fund. Assessments collected finance the maintenance of the districts. The Public Works Department costs for labor and materials associated with the Ygnacio Woods Benefit Zone, the Downtown Maintenance District, and the Citywide Street Lighting Assessment District are charged to the individual district budgets.

City Council Agenda Report
Agenda Item No. 6.a
May 28, 2024
Environmental Determination
Pursuant to the California Environmental Quality Act of 1970, Public Resources Code §21000, et seq., as amended and implementing State CEQA Guidelines, Title 14, Chapter 3 of the California Code of Regulations (collectively, “CEQA”), these activities do not constitute a “project” within the meaning of Public Resources Code Section 21065, 14 Cal Code Reg. Section 15060(c)(2), 15060(c)(3), or 15378 because it has no potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment. In addition, the Amendment is categorically exempt pursuant to Section 15061(b)(3), “Review for Exemptions” of the CEQA Guidelines because there is no possibility that these activities may have a significant effect on the environment, and no further environmental review is required. No unusual circumstances are present. This determination reflects the City’s independent judgment and analysis.

Public Contact
The City Council Agenda was posted. Each year the City invites property owners within the assessment districts to attend and participate in a community meeting. A community meeting was held via Zoom on April 17, 2024.

Attachments

1. Resolution – Downtown Landscape Maintenance District

2. Resolution – Pine Hollow Estates Landscape and Lighting District

3. Resolution – Landscape & Lighting District No. 3

4. Resolution – Citywide Lighting Assessment Maintenance District

5. Final Engineer’s Report – Downtown Landscape Maintenance District

6. Final Engineer’s Report – Pine Hollow Estates Landscape and Lighting District

7. Final Engineer’s Report – Landscape & Lighting District No. 3

8. Final Engineer’s Report – Citywide Lighting Assessment Maintenance District

9. Final Assessment Roll – Citywide Lighting Assessment Maintenance District

Res No. 24-XX 1

BEFORE THE CITY COUNCIL OF THE CITY OF CONCORD

COUNTY OF CONTRA COSTA, STATE OF CALIFORNIA
A Resolution Confirming the Assessment Diagram
and Levy of Assessments for Maintenance within the
Downtown Landscape Maintenance District for Fiscal
Year 2024/25
Resolution No. 24-XX
/
WHEREAS, the City Council, by Resolution No. 84-73, established the Downtown Landscape Maintenance District pursuant to the provisions of the Streets and Highways Code Section 22500, et seq. of the Landscape and Lighting Act of 1972; and WHEREAS, the City Council, at its regular meeting on March 5, 2024, adopted Resolution No. 24-12, ordering the preparation of an Engineer’s report for the Downtown Landscape Maintenance District; and
WHEREAS, the City Council, at its regular meeting on April 23, 2024, adopted Resolution No. 24-22 accepting the Preliminary Engineer’s Report; and WHEREAS, the City Council, at its regular meeting on April 23, 2024, also adopted Resolution No. 24-26 setting forth the Council’s intention to levy and collect assessments, and set a public hearing to be held on May 28, 2024, for receiving public testimony, confirming the Assessment Diagram, and levying assessments; and
WHEREAS, the City Council, at its public hearing on May 28, 2024, received public testimony and upon conclusion of the public hearing, the Council considered all oral statements and written protests made or filed by any interested person.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CONCORD DOES RESOLVE AS FOLLOWS:

Section 1. The foregoing recitals are incorporated by reference. Pursuant to the California Environmental Quality Act of 1970, Public Resources Code §21000, et seq., as amended and implementing State CEQA Guidelines, Title 14, Chapter 3 of the California Code of Regulations (collectively, “CEQA”), these activities do not constitute a “project” within the meaning of Public Attachment 1

Res No. 24-XX 2
Resources Code Section 21065, 14 Cal Code Reg. Section 15060(c)(2), 15060(c)(3), or 15378 because it has no potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment. In addition, the Amendment is categorically exempt pursuant to Section 15061(b)(3), “Review for Exemptions” of the CEQA Guidelines because there is no possibility that these activities may have a significant effect on the environment, and no further environmental review is required. No unusual circumstances are present.

This determination reflects the City’s independent judgment and analysis.

Section 2. Confirms the assessments for the Downtown Landscape Maintenance District as identified in the Engineer’s Report and Assessment Diagram of the area to be assessed and levies the assessment for the 2024/2025 fiscal year.

Section 3. Directs the City Clerk to assist the Engineer of Work, who will file a certified copy of the Diagram and the Assessments with the Contra Costa County Auditor, pursuant to the Streets and Highways Code Section 22641, et seq.

Section 4. This resolution shall become effective immediately upon its passage and adoption.

PASSED AND ADOPTED by the City Council of the City of Concord on May 28, 2024, by the following vote:

AYES: Councilmembers -
NOES: Councilmembers -
ABSTAIN: Councilmembers -
ABSENT: Councilmembers -
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Res No. 24-XX 3
I HEREBY CERTIFY that the foregoing Resolution No. 24-XX was duly and regularly adopted at a regular meeting of the City Council of the City of Concord on May 28, 2024 Joelle Fockler, MMC
City Clerk
APPROVED AS TO FORM:

Susanne Meyer Brown
City Attorney

Res No. 24-XX 1

BEFORE THE CITY COUNCIL OF THE CITY OF CONCORD

COUNTY OF CONTRA COSTA, STATE OF CALIFORNIA
A Resolution Confirming the Assessment Diagram
and Levy of Assessments for Maintenance within the
Pine Hollow Estates Landscape and Lighting
Maintenance District for Fiscal Year 2024/25
Resolution No. 24-XX
/
WHEREAS, the City Council, by Resolution No. 85-15, established the Pine Hollow Landscape Maintenance District pursuant to the provisions of the Streets and Highways Code Section 22500, et seq. of the Landscape and Lighting Act of 1972; and WHEREAS, the City Council, at its regular meeting on March 5, 2024, adopted Resolution No. 24-12, ordering the preparation of an Engineer’s report for the Pine Hollow Landscape Maintenance District; and
WHEREAS, the City Council, at its regular meeting on April 23, 2024, adopted Resolution No. 24-23 accepting the Preliminary Engineer’s Report; and WHEREAS, the City Council, at its regular meeting on April 23, 2024, also adopted Resolution No. 24-27 setting forth the Council’s intention to levy and collect assessments, and set a public hearing to be held on May 28, 2024, for receiving public testimony, confirming the Assessment Diagram, and levying assessments; and
WHEREAS, the City Council, at its public hearing on May 28, 2024, received public testimony and upon conclusion of the public hearing, the Council considered all oral statements and written protests made or filed by any interested person.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CONCORD DOES RESOLVE AS FOLLOWS:

Section 1. The foregoing recitals are incorporated by reference. Pursuant to the California Environmental Quality Act of 1970, Public Resources Code §21000, et seq., as amended and implementing State CEQA Guidelines, Title 14, Chapter 3 of the California Code of Regulations (collectively, “CEQA”), these activities do not constitute a “project” within the meaning of Public Attachment 2

Res No. 24-XX 2
Resources Code Section 21065, 14 Cal Code Reg. Section 15060(c)(2), 15060(c)(3), or 15378 because it has no potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment. In addition, the Amendment is categorically exempt pursuant to Section 15061(b)(3), “Review for Exemptions” of the CEQA Guidelines because there is no possibility that these activities may have a significant effect on the environment, and no further environmental review is required. No unusual circumstances are present.

This determination reflects the City’s independent judgment and analysis.

Section 2. Confirms the assessments for the Pine Hollow Landscape Maintenance District as identified in the Engineer’s Report and Assessment Diagram of the area to be assessed and levies the assessment for the 2024/25 fiscal year.

Section 3. Directs the City Clerk to assist the Engineer of Work, who will file a certified copy of the Diagram and the Assessments with the Contra Costa County Auditor, pursuant to the Streets and Highways Code Section 22641, et seq.

Section 4. This resolution shall become effective immediately upon its passage and adoption.

PASSED AND ADOPTED by the City Council of the City of Concord on May 28, 2024, by the following vote:

AYES: Councilmembers -
NOES: Councilmembers -
ABSTAIN: Councilmembers -
ABSENT: Councilmembers -
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Res No. 24-XX 3
I HEREBY CERTIFY that the foregoing Resolution No. 24-XX was duly and regularly adopted at a regular meeting of the City Council of the City of Concord on May 28, 2024.

Joelle Fockler, MMC
City Clerk
APPROVED AS TO FORM:

Susanne Meyer Brown
City Attorney

Res No. 24-XX 1

BEFORE THE CITY COUNCIL OF THE CITY OF CONCORD

COUNTY OF CONTRA COSTA, STATE OF CALIFORNIA
A Resolution Confirming the Assessment Diagram
and Levy of Assessments for Maintenance within the
Landscape and Lighting Maintenance District No. 3
for Fiscal Year 2024/25
Resolution No. 24-XX
/
WHEREAS, the City Council, by Resolution No. 79-6202, established the Landscape and Lighting Maintenance District No. 3 pursuant to the provisions of the Streets and Highways Code Section 22500, et seq. of the Landscape and Lighting Act of 1972; and WHEREAS, the City Council, at its regular meeting on March 5, 2024, adopted Resolution No. 24-12, ordering the preparation of an Engineer’s report for the Landscape and Lighting Maintenance District No. 3; and
WHEREAS, the City Council, at its regular meeting on April 23, 2024, adopted Resolution No. 24-24 accepting said Preliminary Engineer’s Report; and WHEREAS, the City Council, at its regular meeting on April 23, 2024, also adopted Resolution No. 24-28 setting forth the Council’s intention to levy and collect assessments, and set a public hearing to be held on May 28, 2024, for receiving public testimony, confirming the Assessment Diagram, and levying assessments; and
WHEREAS, the City Council, at its public hearing on May 28, 2024, received public testimony and upon conclusion of the public hearing, the Council considered all oral statements and written protests made or filed by any interested person.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CONCORD DOES RESOLVE AS FOLLOWS:

Section 1. The foregoing recitals are incorporated by reference. Pursuant to the California Environmental Quality Act of 1970, Public Resources Code §21000, et seq., as amended and implementing State CEQA Guidelines, Title 14, Chapter 3 of the California Code of Regulations (collectively, “CEQA”), these activities do not constitute a “project” within the meaning of Public Attachment 3

Res No. 24-XX 2
Resources Code Section 21065, 14 Cal Code Reg. Section 15060(c)(2), 15060(c)(3), or 15378 because it has no potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment. In addition, the Amendment is categorically exempt pursuant to Section 15061(b)(3), “Review for Exemptions” of the CEQA Guidelines because there is no possibility that these activities may have a significant effect on the environment, and no further environmental review is required. No unusual circumstances are present.

This determination reflects the City’s independent judgment and analysis.

Section 2. Confirms the assessments for the Landscape and Lighting Maintenance District No. 3 as identified in the Engineer’s Report and Assessment Diagram of the area to be assessed and levies the assessment for the 2024/2025 fiscal year.

Section 3. Directs the City Clerk to assist the Engineer of Work, who will file a certified copy of the Diagram and the Assessments with the Contra Costa County Auditor, pursuant to the Streets and Highways Code Section 22641, et seq.

Section 4. This resolution shall become effective immediately upon its passage and adoption.

PASSED AND ADOPTED by the City Council of the City of Concord on May 28, 2024, by the following vote:

AYES: Councilmembers -
NOES: Councilmembers -
ABSTAIN: Councilmembers -
ABSENT: Councilmembers -
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Res No. 24-XX 3
I HEREBY CERTIFY that the foregoing Resolution No. 24-XX was duly and regularly adopted at a regular meeting of the City Council of the City of Concord on May 28, 2024.

Joelle Fockler, MMC
City Clerk
APPROVED AS TO FORM:

Susanne Meyer Brown
City Attorney

Res No. 24-XX 1

BEFORE THE CITY COUNCIL OF THE CITY OF CONCORD

COUNTY OF CONTRA COSTA, STATE OF CALIFORNIA
A Resolution Confirming the Assessment Diagram
and Levy of Assessments for Maintenance within the
Citywide Street Lighting Assessment District for
Fiscal Year 2024/25
Resolution No. 24-XX
/
WHEREAS, the City Council, by Resolution No. 88-46, established the Citywide Street Lighting Assessment District pursuant to the provisions of the Streets and Highways Code Section 22500, et seq. of the Landscape and Lighting Act of 1972; and WHEREAS, the City Council, at its regular meeting on March 5, 2024, adopted Resolution No. 24-15, ordering the preparation of an Engineer’s report for the Citywide Street Lighting Assessment District; and
WHEREAS, the City Council, at its regular meeting on April 23, 2024, adopted Resolution No. 24-25 accepting said Preliminary Engineer’s Report; and WHEREAS, the City Council, at its regular meeting on April 23, 2024, also adopted Resolution No. 24-28 setting forth the Council’s intention to levy and collect assessments, and set a public hearing to be held on May 28, 2024, for receiving public testimony, confirming the Assessment Diagram, and levying assessments; and
WHEREAS, the City Council, at its public hearing on May 28, 2024, received public testimony and upon conclusion of the public hearing, the Council considered all oral statements and written protests made or filed by any interested person.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CONCORD DOES RESOLVE AS FOLLOWS:

Section 1. The foregoing recitals are incorporated by reference. Pursuant to the California Environmental Quality Act of 1970, Public Resources Code §21000, et seq., as amended and implementing State CEQA Guidelines, Title 14, Chapter 3 of the California Code of Regulations (collectively, “CEQA”), these activities do not constitute a “project” within the meaning of Public Attachment 4

Res No. 24-XX 2
Resources Code Section 21065, 14 Cal Code Reg. Section 15060(c)(2), 15060(c)(3), or 15378 because it has no potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment. In addition, the Amendment is categorically exempt pursuant to Section 15061(b)(3), “Review for Exemptions” of the CEQA Guidelines because there is no possibility that these activities may have a significant effect on the environment, and no further environmental review is required. No unusual circumstances are present.

This determination reflects the City’s independent judgment and analysis.

Section 2. Confirms the assessments for the Citywide Street Lighting Assessment District as identified in the Engineer’s Report and Assessment Diagram of the area to be assessed and levies the assessment for the 2024/2025 fiscal year.

Section 3. Directs the City Clerk to assist the Engineer of Work, who will file a certified copy of the Diagram and the Assessments with the Contra Costa County Auditor, pursuant to the Streets and Highways Code Section 22641, et seq.

Section 4. This resolution shall become effective immediately upon its passage and adoption.

PASSED AND ADOPTED by the City Council of the City of Concord on May 28, 2024, by the following vote:

AYES: Councilmembers -
NOES: Councilmembers -
ABSTAIN: Councilmembers -
ABSENT: Councilmembers -
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Res No. 24-XX 3
I HEREBY CERTIFY that the foregoing Resolution No. 24-XX was duly and regularly adopted at a regular meeting of the City Council of the City of Concord on May 28, 2024.

Joelle Fockler, MMC
City Clerk
APPROVED AS TO FORM:

Susanne Meyer Brown
City Attorney

City of Concord
Downtown Landscape
Maintenance District
Fiscal Year 2024-25
Final Engineer’s Report
May 28, 2024
Attachment 5

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Table of Contents i

TABLE OF CONTENTS
Page No.

City Council Members and City Staff ..........................................................................ii Signatures..................................................................................................................iii Section I - Introduction............................................................................................... 1 Section II – Engineer’s Report ................................................................................... 4 Part A - Plans and Specifications ............................................................. 6 Part B - Estimate of Cost.......................................................................... 7 Table 1: Cost Estimate .................................................................... 7 Part C - Assessment District Diagram ...................................................... 9 Figure 1: District Boundaries & Thoroughfare Median Zone.......... 10 Figure 2: Todos Santos Plaza Zone .............................................. 11 Figure 3: Collector Median Zone ................................................... 11 Figure 4: Streetscape Zone........................................................... 12 Part D - Method of Apportionment of Assessment ................................. 13 Table 2: Maintenance Cost Allocation by Benefit Zone ............. 14 Part E - Property Owner List & Assessment Roll.................................... 18 Appendix “A” – Fiscal Year 2024-25 Assessment Roll

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Council Members & City Staff ii

CITY COUNCIL MEMBERS AND CITY STAFF
Edi E. Birsan
Mayor
Carlyn Obringer
Vice Mayor
Dominic Aliano
Council Member
Laura Hoffmeister
Council Member
Laura Nakamura
Council Member
Valerie Barone
City Manager
Susanne Brown
City Attorney
Joelle Fockler
City Clerk
Francisco & Associates
Assessment Engineer

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Signatures
iii
ENGINEER’S REPORT

CITY OF CONCORD

DOWNTOWN LANDSCAPE MAINTENANCE DISTRICT
Fiscal Year 2024-25
The undersigned, acting on behalf of Francisco & Associates, respectfully submits the enclosed Engineer's Report as directed by the City of Concord City Council pursuant to the provisions of Article XIIID, Section 4 of the California Constitution, and the Landscaping and Lighting Act of 1972, Sections 22500 seq. of the California Streets and Highways Code. The undersigned certifies that he is a Professional Engineer, registered in the State of California.

Dated: May 3, 2024 Engineer of Work
____________________________
Eduardo R. Espinoza, P. E.

R.C.E. No. 83709
I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached, was filed with me on the ________ day of ____, 2024.
_____________________________
Joelle Fockler, City Clerk
City of Concord
Contra Costa County, California
I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached, was approved, and confirmed by the Council of the City of Concord, Contra Costa County, California, on the _________ day of ____, 2024.
_____________________________
Joelle Fockler, City Clerk
City of Concord
Contra Costa County, California

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section I – Introduction

1 SECTION I

INTRODUCTION
ENGINEER’S REPORT

CITY OF CONCORD

DOWNTOWN LANDSCAPE MAINTENANCE DISTRICT
FISCAL YEAR 2024-25
Background Information
The Downtown Landscape Maintenance District (the “District”) was created on June 4, 1984 (per City Council Resolution 1984-73) for the purpose of maintaining landscaping (including trees) in the downtown area of Concord. An assessment is levied each year on parcels within the District to help supplement the City’s costs for providing a higher level of landscape maintenance services within the downtown area.

In 1996, the California electorate approved Proposition 218 entitled "Right to Vote on Taxes Act", which added Articles XIIIC and XIIID to the California Constitution.

Proposition 218 created numerous changes to the process of forming and administering assessment districts. One of the most significant changes was that existing landscape maintenance districts needed to be ratified by the property owners if the districts had not previously been approved by a property owner vote. In addition, if a City proposes to increase assessments, Proposition 218 requires that all property owners be mailed a notice and ballot allowing them the opportunity to vote either in favor or against the proposed increase in assessment. Proposition 218 also requires all properties to be assessed if they benefit from the enhanced level of landscaping within the downtown area, including public agency parcels.

Pursuant to the requirements of Proposition 218, the Downtown Landscape Maintenance District was ratified by the property owners and reconfirmed through a mailed ballot election. The City of Concord held a Public Meeting on June 10, 1997 and a Public Hearing on June 17, 1997, to provide an opportunity for any interested person to be heard. At the Public Hearing, ballots were tabulated, and it was found that the property owners returning ballots in favor of the assessment represented more than 50% (weighted by assessment amount) of the ballots received, so the assessments for Fiscal Year 1997-98 and following years could continue to be levied. At the conclusion of the Public Hearing, the Concord City Council adopted Resolution No. 97-62, accepting the certification of the balloting results and Resolution No. 97-59 confirming the Downtown Landscape Maintenance District and the levy of assessments for Fiscal Year 1997-98. When the District was ratified, approximately $200,000 in revenue was being collected annually for the Downtown Landscape Maintenance District. This assessment collection rate of $200,000/yr. had been kept fairly constant from Fiscal Year 1997-98 through Fiscal Year 2006-07.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section I – Introduction

2 In 2005, a detailed property assessment study was completed which identified that in future years, the District would not have sufficient funds to cover future expenditures unless revenues and/or expenditures were adjusted. In Fiscal Year 2007-08, the City’s Ten-Year Plan indicated the realization of the future shortfall in the Downtown Landscape Maintenance District. Therefore, the City implemented the following procedures to increase the assessment rates commencing in Fiscal Year 2007-08 for the Downtown Landscape Maintenance District.
1) Every property owner subject to the proposed assessment increase was mailed a ballot allowing the property owner to vote on whether to increase the assessments. A notice describing the assessment, the individual property owner’s annual assessment rate, the duration of the assessment, the reason for the assessment and the basis upon which the assessment is calculated accompanied the ballots.
2) The ballots returned during the 45 days after mailing or before the close of the public input portion of the public hearing, were tabulated to determine whether a majority protest against the increase in assessment existed. The ballots were weighted by their proportionate amount of the total assessment. 3) Publicly owned properties are assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment.

Exempted from the assessment are the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways, and that portion of public property that is not developed and used for business purposes similar to private commercial, industrial, and institutional activities. 4) The City of Concord held a Public Hearing, June 5, 2007, to provide an opportunity for any interested person to be heard. At the conclusion of the Public Hearing, ballots were tabulated, and it was found that 62.6% of the property owners returning ballots (weighted by assessment amount) were in favor of the assessment, so the assessment increase for Fiscal Year 2007-08 and following years was authorized.
5) At the conclusion of the Public Hearing, the Concord City Council adopted Resolution No. 07-41 confirming the Downtown Landscape Maintenance District increase and the levy of assessments for Fiscal Year 2007-08.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section I – Introduction

3 Current Annual Administration
The costs of operation, maintenance, and servicing of the improvements to be funded by the District will be apportioned to each parcel within the District in proportion to the special benefit it receives. The method of assessment may be amended from time to time by the City Council, in order to apportion the costs in relation to the benefits being received. However, if the assessments are increased from the prior year, they will be subject to the noticing and balloting procedures referenced in Proposition 218.

Payment of the assessment for each parcel will be made in the same manner and at the same time as payments are made for property taxes. All funds collected through the assessment must be placed in a special fund and can only be used for the purposes stated within this report.

As required by the Landscaping and Lighting Act of 1972, this Engineer's Report describes the improvements to be constructed, operated, maintained, and serviced by the District for Fiscal Year 2024-25, provides a cost estimate for the District, and lists the proposed assessments to be levied upon each assessable lot or parcel within the District.

The City will hold a Public Hearing on May 28, 2024, to provide an opportunity for any interested person to be heard. At the conclusion of the Public Hearing, the City Council may adopt a resolution confirming the levy of assessments as originally proposed or as modified. Following the adoption of this resolution, the final assessor's roll will be prepared and filed with the Contra Costa County Auditor's office to be included on the Fiscal Year 2024-25 tax roll.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Engineer’s Report

4 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 CONCORD

DOWNTOWN LANDSCAPE MAINTENANCE DISTRICT
FISCAL YEAR 2024-25
Pursuant to the Landscaping & Lighting Act of 1972 (Part 2 of Division 15 of the Streets and Highways Code of the State of California, commencing with Section 22500) and in accordance with Resolution No. 24-22 accepting the Preliminary Engineer’s Report, and the Resolution of Intention (ordering improvements and setting the Public Hearing Date), being Resolution No. 24-26, both adopted on April 23, 2024 by the City Council of the City of Concord, I, Eduardo R. Espinoza, the duly appointed Engineer of Work, Assessment Engineer for the Downtown Landscape Maintenance District (“District”), submit the following “Report” consisting of five (5) parts as follows:

PART A: PLANS AND SPECIFICATIONS
This part describes the improvements in the District. Plans and specifications for the improvements are as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk of the City of Concord, and are incorporated herein by reference.

PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposed improvements for Fiscal Year 2024-25, including incidental costs and expenses in connection therewith. This estimate is as set forth on the lists thereof, attached hereto, and is on file in the Office of the City Clerk of the City of Concord.

PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates, by reference, 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 City Clerk of the City of Concord. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the Contra Costa County Assessor for the year when this Report was prepared. The Assessor's maps and records are incorporated by reference herein and made part of this Report.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Engineer’s Report

5 PART D: METHOD OF APPORTIONMENT OF ASSESSMENT
This part describes the method of apportionment of assessments, based upon the parcel's size, and front footage within the District, in proportion to the estimated benefits to be received.

PART E: PROPERTY OWNER LIST & ASSESSMENT ROLL
This part contains an assessment based on the estimated cost of the improvements apportioned to each benefited lot or parcel of land within the District. The Assessment Roll is filed in the Office of the Concord City Clerk and is incorporated as Appendix “A” in this Report. The list is keyed to the records of the Contra Costa County Assessor, which are incorporated herein by reference.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part A

6 PART A

PLANS AND SPECIFICATIONS
The facilities, which have been constructed within the City of Concord's Downtown Landscape Maintenance District boundaries, and those which may be subsequently constructed, will be operated, maintained, and serviced as generally described as follows:

DESCRIPTION OF IMPROVEMENTS
The following improvements are proposed to be operated, maintained, and serviced in the City of Concord's Downtown Landscape Maintenance District for Fiscal Year 2024- 25:

The installation, maintenance, and servicing of landscaping improvements (including street trees) located within the street right-of-way, including parkways, medians, public plazas, parking lots and other public places and rights-of-ways.

Maintenance means the furnishing of services and materials for the ordinary and usual operations, maintenance and servicing of the landscaping and appurtenant facilities, including repair, removal or replacement of all or part of landscaping or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; and the removal of trimmings, rubbish, debris and other solid waste. Servicing means the furnishing of water for the irrigation of the landscaping, or appurtenant facilities.

The plans and specifications for the improvements are on file in the Office of the Concord City Clerk.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part B

7 PART B

ESTIMATE OF COST
The 1972 Act provides that the District can recover the total cost of installation, construction, operation, maintenance, and servicing of landscaping. Maintenance can include the repair and replacement of existing landscaping facilities. Servicing can include electrical and associated costs from a public utility. Incidental expenses, including administration of the District, engineering fees, legal fees, printing, posting, and mailing of notices, and all other costs associated with the annual collection process can also be included.

The operation, maintenance and servicing costs for Fiscal Year 2024-25 are summarized below. These cost estimates were provided by the City of Concord.

Fund Balance July 1 (1) $2,248,961 $2,359,524
$2,248,961 $2,359,524
Add Revenues:

Assessments $483,449 $497,612
City Contribution $135,485 $135,485
Use of Money & Property $51,415 $54,415
Contribution from Fund Balance $0 $212,324
Total Revenues $670,349 $899,836
Less Appropriations
Landscape Services $210,113 $550,000
Gas & Electricity $59,381 $59,381
Water & Miscellaneous $41,407 $41,407
Admin & General Services $135,485 $135,485
Assessment Engineering and Others $100,021 $100,000
County Collection Fees $773 $773
Consultant/Contract Services $0 $0
Other Fixed Charges $12,606 $12,790
Capital Improvement Projects $0 $0
Total Expenditures $559,785 $899,836
Revenues Over (Under) Expenditures
Appropriations $110,563 $0
Contingency $56,000 $90,000
Operating Reserves (50% maximum) (2) $279,893 $449,918
Total Reserves $335,893 $539,918
Projected Fund Balance on June 30 (3) $2,023,631 $1,819,607 1 Fiscal Year 2024-25 starting Fund Balance equals the estimated Fiscal Year 2023-24 ending fund balance plus the Fiscal Year 2023-24 Reserves.
2 Because the City receives the fiscal year assessment revenue in late December and late April of the following year, the City needs to ensure it has at least 50% operating reserves to cover the period from July 1 through December 1. 3 Fund balances are held to contribute towards operational costs when expenditures exceed revenues or may accumulate for the replacement of sidewalk segments and lighting and landscaping improvements as funds allow.

TABLE 1: Downtown Landscape Maintenance District
Fiscal Year 2024-25 Cost Estimate
Fiscal Year 2023-24 Fiscal Year 2024-25

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part B

8 The 1972 Act requires that a special fund be set up for the revenues and expenditures of the District. Funds raised by the assessments shall be used only for the purpose as stated herein. A contribution to the Downtown Landscape Maintenance District may be made to reduce assessments, as the City Council deems appropriate. Any balance remaining on July 1 must be carried over to the next fiscal year unless the funds are being accumulated for future capital improvements and operating reserves.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part C

9 PART C

ASSESSMENT DISTRICT DIAGRAM
The Concord Downtown Landscape Maintenance District includes parcels of land located within the downtown area of the City of Concord that benefit from landscaping within the boundaries of the District. In order to accurately assess properties within the District based upon the special benefits they receive from the improvements, four (4) distinct benefit zones have been created.

Todos Santos Plaza Benefit Zone: All parcels located within the Todos Santos Benefit Zone are located near Todos Santos Plaza and
benefit from the operation and maintenance of
Todos Santos Plaza.

Streetscape Benefit Zone: All parcels located within the Streetscape Benefit Zone have streetscape landscaping located
directly adjacent to their parcel which is being
maintained by the District. These parcels benefit
from the operation and maintenance of
landscaping and street trees which are located
adjacent to their parcel.

Collector Street Median Benefit Zone: Most parcels located within the Meridian Park area are located in the Collector Street Median
Benefit Zone and benefit from the operation and
maintenance of the landscaping medians located
adjacent to and near their parcel.

Thoroughfare Median Benefit Zone: All parcels located within the Concord Downtown Landscape Maintenance District are
included in the Thoroughfare Median Benefit Zone
and benefit from the operation and maintenance of
landscape medians along Willow Pass Road,
Concord Avenue and Clayton Road.

In Fiscal Year 2007-08 the Downtown Landscape Maintenance District benefit zones were adjusted due to the fact that additional landscaping had been added over the years and to ensure all benefiting parcels are assessed. The benefit zones had not been modified since the District was created by the Engineer of Work, Leptien, Cronin, Cooper, Inc. in Fiscal Year 1984-85. All assessable parcels are identified by the Contra Costa County Assessor's Parcel Numbers, for the current fiscal year on the Assessment Roll. A detailed description of the lines and dimensions for various lots or parcels within the District are incorporated by reference to maps on file at the Contra Costa County Assessor's Office.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part C

10 The Assessment District boundaries and benefit zones are shown on the Assessment Diagram, which is on file with the City Clerk and a reduced copy is shown below and on the following pages.

FIGURE 1: DISTRICT BOUNDARIES
(All parcels w/in Thoroughfare Median Benefit Zone)

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part C

11 FIGURE 2:

TODOS SANTOS PLAZA ZONE
FIGURE 3:

COLLECTOR MEDIAN ZONE

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part C

12 FIGURE 4:

STREETSCAPE ZONE

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part D

13 PART D

METHOD OF APPORTIONMENT OF ASSESSMENT

GENERAL
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of assessment districts by Agencies for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping and street lighting improvements.

Section 22573 of the Landscaping and Lighting Act of 1972 requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states:
"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 benefit to be received by each such lot or parcel from the improvements."
“The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with
Section 5000)) [of the Streets and Highways Code, State of California]."
In addition, Article XIIID, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property.

Because assessments are levied on the basis of special benefit, they are considered a “Special” Assessment, not a tax, and therefore, are not governed by Article XIIIA of the California Constitution.

The 1972 Act permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement" (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax."
Article XIIID provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways, and that

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part D

14 portion of public property that is not developed and used for business purposes similar to private commercial, industrial, and institutional activities.

LANDSCAPING BENEFIT DETERMINATION
Trees, landscaping, and hardscaping, if well maintained, provide beautification, shade, and the enhancement of the desirability of surroundings. These improvements attract patrons and residents to the downtown area thereby stimulating and improving the economic viability of the downtown businesses and residences. These improvements provide special and direct benefits to each property located within the boundaries of the District.

The City of Concord also recognizes that the landscaping improvements provide residual benefit to properties located outside the District’s boundaries. This residual or general benefit will be paid for by the City’s general fund on an annual basis. The table below shows the landscape maintenance costs within each benefit zone and the amount of general and special benefit associated with each zone. The general benefit costs will be paid for by the City and a portion of the special benefit costs will be paid for by property owners located within each benefit zone based upon the assessment spread methodology described below.

Todos Santos
Plaza Benefit
Zone
Streetscape
Benefit Zone
Collector Street
Median Benefit
Zone
Thoroughfare
Median
Benefit Zone
Fiscal Year 2024-25
Proposed Total
Maintenance Costs $416,951 $134,925 $75,907 $272,053 $899,836 General Benefit % 10.00% 5.00% 10.00% 22.50%
Special Benefit % 90.00% 95.00% 90.00% 77.50%
Required City Contribution - General Benefit $41,695 $6,746 $7,591 $61,212 $117,244 Actual City Contribution $54,285 $17,531 $15,063 $48,605 $135,485 Interest Earned From Fund Balances $29,834 $6,009 $4,679 $13,892 $54,415 Contribution from Fund Balance or Other Non-Assessment Revenue Source $85,072 $27,474 $23,606 $76,171 $212,324 Assessment Revenue Needed from the District $247,760 $83,909 $32,558 $133,384 $497,612 Total $416,951 $134,925 $75,907 $272,053 $899,836
*Numbers may not foot due to rounding.

TABLE 2: Downtown Landscape Maintenance District
Maintenance Cost Allocation by Benefit Zone

BENEFIT ZONE CLASSIFICATION
Because of the varying types and location of the landscape improvements located throughout the District, four (4) distinct benefit zones have been established. These benefit zones consist of the Todos Santos Plaza Benefit Zone, Streetscape Benefit Zone, Collector Street Median Benefit Zone, and Thoroughfare Median Benefit Zone.

Because the parcels located within each benefit zone directly benefit from the operation and maintenance of the landscape improvements within their respective benefit zones, they are fiscally responsible for the operation and maintenance of those improvements.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part D

15 The parcels located within the Todos Santos Plaza Benefit Zone are responsible for the operation and maintenance of Todos Santos Plaza. The parcels located within the Streetscape Benefit Zone are responsible for the operation and maintenance of the street trees and roadway landscaping located directly adjacent to their parcel. The parcels located within the Collector Street Median Benefit Zone (Meridian Park Area) are responsible for the operation and maintenance of the landscaped medians located adjacent to or near their parcel. All parcels located within the District are located within the Thoroughfare Median Benefit Zone and are responsible for the operation and maintenance of the landscaped medians located along Willow Pass Road, Concord Avenue and Clayton Road.

The Benefit Zones are shown in the Assessment Diagram located in Part C of this Report.

ASSESSMENT SPREAD METHODOLOGY
Todos Santos Plaza
The cost for operating and maintaining Todos Santos Plaza is distributed to each nonresidential parcel within the Todos Santos Plaza Benefit Zone proportionately based on their respective parcel area. The cost for operating and maintaining Todos Santos Plaza is distributed to each residential parcel (Single Family, Multi-Family, Condominiums) within the Todos Santos Plaza Benefit Zone based upon each parcel’s number of residential units.

In Fiscal Year 2024-25 it is estimated that $247,760 in assessment revenue will be needed to operate and maintain the landscape improvements located within the Todos Santos Plaza Benefit Zone. There are 3,449,245 square feet of assessable parcel area for the non-residential parcels and 1,446 assessable units for the residential parcels.

Therefore, the Fiscal Year 2024-25 annual assessment rate is $0.063716 per square foot of parcel area for non-residential parcels and $19.356658 per unit for residential parcels.

Streetscape Landscaping
The costs for operating and maintaining the streetscape landscaping are distributed to all parcels located within the Streetscape Benefit Zone based on parcel frontage. In Fiscal Year 2024-25 it is estimated that $83,909 will be needed in assessment revenue to operate and maintain the landscape improvements located within the Streetscape Benefit Zone. There are 43,422 linear feet of assessable parcel frontage within the benefit zone. Therefore, the Fiscal Year 2024-25 annual assessment rate is $1.932440 per linear foot.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part D

16 Collector Street Median Benefit Zone
The costs for operating and maintaining the landscaping medians along the collector streets within the Meridian Park area are distributed to all parcels located within the Collector Street Median Benefit Zone as follows:
1) 1/3 of the costs are distributed only to parcels that generally front the street that has the median landscaping based on their proportionate front footage.
2) 2/3 of the costs are distributed to each parcel within the entire Collector Street Median Zone based on their proportionate parcel area.

In Fiscal Year 2024-25 it is estimated that $32,558 will be needed in assessment revenue to operate and maintain the landscape median improvements located within the Collector Street Median Benefit Zone. There are 19,477 linear feet of assessable parcel frontage and 6,832,997 square feet of assessable parcel area. Therefore, the Fiscal Year 2024-25 annual assessment rate is $0.548923 per linear foot and $0.003200 per square foot.

Thoroughfare Median Benefit Zone
The costs for operating and maintaining the landscaping medians along Concord Avenue, Willow Pass Road and Clayton Road are distributed to all parcels located within the District as follows:
1) 1/3 of the costs are distributed only to parcels that generally front the street that has the median landscaping based on their proportionate front footage.
2) 2/3 of the costs are distributed to each parcel within the entire District based on their proportionate parcel area.

In Fiscal Year 2024-25 it is estimated that $133,384 will be needed in assessment revenue to operate and maintain the landscape median improvements located within the Thoroughfare Median Benefit Zone. There are 33,010 linear feet of assessable parcel frontage and 27,456,676 square feet of assessable parcel area. Therefore, the Fiscal Year 2024-25 annual assessment rates are $1.357386 per linear foot and $0.003226 per square foot.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part D

17 The assessment rates may be increased each fiscal year by the prior year’s change in the Consumer Price Index (CPI) not to exceed 5%. The Consumer Price Index (CPI) is based upon the San Francisco All Urban Wage Earners and Clerical Workers as of February 2023 which was 331.875 and the most current CPI available at the time this report was prepared was the February 2024 CPI, which was 341.595, which equated to a 2.93% increase. Therefore, the assessment rates have been increased 2.93% over the Fiscal Year 2023-24 rates.

PROPERTY OWNER APPEALS OF SPECIAL ASSESSMENT LEVIES
Any Property Owner claiming that the amount or application of the Special Assessment is not correct and requesting a refund may file a written notice of appeal and refund to that effect with the Public Works Director not later than one calendar year after having paid the Special Assessment that is disputed. The Public Works Director shall promptly review the appeal, and if necessary, meet with the Property Owner, consider written and oral evidence regarding the amount of the Special Assessment, and decide the appeal.

If the Public Works Director’s decision requires that the Special Assessment be modified or changed in favor of the Property Owner, a refund shall be made, or an adjustment may be made to the next Annual Special Assessment levy. Any dispute over the decision of the Public Works Director shall be referred to the City Council and the decision of the City Council shall be final. This procedure shall be exclusive and its exhaustion by any Property Owner shall be a condition precedent to any legal action by such owner.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Section II – Part E

18 PART E

PROPERTY OWNER LIST & ASSESSMENT ROLL
The Fiscal Year 2024-25 Assessment Roll is included in Appendix A of this report and is on file in the Office of the Concord City Clerk. The list of names and addresses of the owners of the parcels located within the City of Concord's Downtown Landscape Maintenance District is shown on the Fiscal Year 2024-25 equalized Property Tax Roll of the Contra Costa County Assessor, which is hereby made a part of this report. This list of names and addresses of the owners is keyed to the Assessor's Parcel Numbers as shown on the Assessment Roll.

The total proposed assessment for Fiscal Year 2024-25 is $497,612.44.

City of Concord Fiscal Year 2024-25
Downtown Landscape Maintenance District Appendix A
APPENDIX “A”
Fiscal Year 2024-25

ASSESSMENT ROLL

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
112-101-016 COM SULCAR PROPERTIES 1757 CONCORD AVE $191.74 112-101-025 COM T, S 1771 CONCORD AVE 1775 CONCORD AVENUE $2,873.92 112-101-030 COM S 1581 CONCORD AVE CONCORD LODGING LTD $1,322.88 112-101-031 COM S 1501 CONCORD AVE REALTY INCOME TRUST 4 $798.94 112-101-032 COM DG CONCORD LLC CONCORD AVE $545.26
112-110-011 MFR T, S 2143 GALINDO ST #A MATTSON REX LANCE $232.92 112-110-012 VCOM T, S GALINDO ST ROBERTSON REED $131.98 112-110-013 SFR T, S 2127 GALINDO ST ROBERTSON REED $228.72 112-110-018 SFR T, S 2157 GALINDO ST TROLAN JAMES A TRE $136.14 112-110-019 MFR T, 1976 BONIFACIO ST #1 TROLAN JAMES A TRE $273.34 112-110-022 COM T, S 1921 CONCORD AVE WILLIS MARC F & CAROL A TRE $1,239.84 112-110-026 COM T, S 1821 CONCORD AVE C E REED FAMILY LLC $2,752.96 112-110-028 PUB T, S CONCORD AVE CONCORD CITY OF $5,145.20 112-125-021 MFR T, 1981 BONIFACIO ST #1 BROADMOOR PROPERTIES LLC $301.98 112-125-022 MFR T, 1983 BONIFACIO ST #1 BROADMOOR PROPERTIES LLC $287.92 112-131-001 SFR T, S 2011 PACHECO ST MORIARTY ANN BENTON $281.06 112-131-013 COM T, S 2063 PACHECO ST LAU GENE C TRE $1,271.58 112-131-014 MFR T, S 2037 PACHECO ST #1 TROLAN JAMES A TRE $256.32 112-132-001 COM T, S 2123 PACHECO ST SEVEN HILLS VENTURES LLC $1,271.58 112-132-020 COM T, S 2185 PACHECO ST PLANNED PARENTHOOD INC $2,900.26 112-133-001 COM T, SHASTA-DIABLO INC 2108 GRANT ST $836.78 112-133-010 SFR T, JOHNSON STEVE E TRE 2251 PACHECO ST $33.04 112-133-011 COM T, S NOVOSIBIRK ASSET MGMT LLC 2291 PACHECO ST $679.30 112-133-012 SFR T, SUDHIR ANKUSH K 2249 PACHECO ST $43.56 112-134-001 MFR T, REMMICH MARVIN A TRE 2112 COLFAX ST $195.18 112-134-009 COM T, S RANDOLPH JEFFREY 2109 EAST ST $659.92 112-134-010 MFR T, REMMICH MARVIN A & SUSAN P 2347 PACHECO ST #1 $159.70 112-135-001 VCOM T, S ODUMAKINDE IMAGING LLC 2309 SALVIO ST 2311 $1,271.58 112-135-002 VCOM T, S ODUMAKINDE IMAGING LLC COLFAX ST $515.00 112-135-005 MFR T, ENTRUST GROUP INC 2300 PACHECO ST $100.82 112-135-006 MISC T, PACHECO MEDICAL 2346 PACHECO ST $501.52 112-135-011 VCOM T, S ODUMAKINDE ELIZABETH 2383 SALVIO ST $1,271.58 112-135-012 VCOM T, S ODUMAKINDE IMAGING LLC SALVIO ST $598.68 112-135-013 COM T, HEMMATI JULIAN TRE 2056 COLFAX ST $769.82 112-135-017 COM T, S NIBBER TASHI & RANDIP S 2043 EAST ST $442.42 112-135-018 COM T, S NIBBER TASHI & RANDIP S 2041 EAST ST $1,102.60 112-135-019 COM T, S PACHECO MEDICAL 2350 PACHECO ST $731.92 112-136-017 MFR T, S CONCORD-PLAZA TOWER INC 2020 GRANT ST $2,295.60 112-136-018 MFR T, S CONCORD HOMES INC 2222 PACHECO ST $4,658.86 112-136-019 PUB T, S CONCORD REDEVELOPMENT 2255 SALVIO ST $3,347.34 112-137-004 SFR T, HEITHAUS MARIA PIA TRE 2156 PACHECO ST $56.86 112-137-005 MFR T, S BRUMLEY PROPERTIES LLC 2178 PACHECO ST $378.66 112-137-017 COM T, S AUTUMN WOOD 1 LP 2151 SALVIO ST $4,190.78 112-137-019 MFR T, S TELOMETIS LLC 2100 PACHECO ST $1,172.88 112-138-001 COM T, S VASCONI PETER C & JUDY G 2001 SALVIO ST $1,067.50

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
112-138-003 PUB T, S GALINDO ST CONCORD CITY OF $659.92 112-138-014 PUB T, S MOUNT DIABLO ST CONCORD CITY OF $412.00 112-138-015 MFR T, S 2093 MOUNT DIABLO ST #A BURKHARDT 2093 MT DIABLO $734.02 112-138-019 COM T, 2045 MOUNT DIABLO ST PARCUSO PROPERTIES LLC $543.10 112-138-021 COM T, S 2093 SALVIO ST 2097 GUMINA FAMILY PARTNERSHIP $916.44 112-153-002 SFR T, 2479 PACHECO ST DOMINA JOANN B TRE $43.56 112-153-003 COM T, 2477 PACHECO ST VON STIEFF FRED J TRE $502.06 112-153-004 SFR T, 2475 PACHECO ST PEI YEU-JYE JULIA $39.68 112-153-005 SFR T, 2459 PACHECO ST KOCH CHRISTOPHER W $47.42 112-153-017 COM T, S 2481 PACHECO ST VON STIEFF FRED J TRE $944.48 112-153-018 INST T, S 2118 EAST ST SIERRA HEALTH & WELLNESS $1,496.70 112-154-002 COM T, S 2485 SALVIO ST MOJADDIDI MOE & HOMA TRE $498.26 112-154-003 COM T, S 2465 SALVIO ST MOJADDIDI MOE & HOME TRE $498.26 112-154-006 COM T, 2056 EAST ST KAHLON GURSHARAN S TRE $502.06 112-154-007 COM T, 2080 EAST ST CRONSON JOHNSON HOLDINGS $702.88 112-154-008 SFR T, 2450 PACHECO ST BJORK DARLENE I TRE $33.88 112-154-009 SFR T, 2460 PACHECO ST BJORK DARLENE I TRE $43.56 112-154-010 SFR T, 2474 PACHECO ST DEMADRID CATHERINE $43.56 112-154-013 COM T, S 2435 SALVIO ST FAHMIE BARBARA C TRE $1,494.82 112-154-015 COM T, S GAMEZ JUANITA NIMFA 2025 PORT CHICAGO HWY $2,526.00 112-211-044 COM SRE CALIFORNIA-6 LLC 1461 CONCORD AVE $1,923.38 112-230-013 PUB CONTRA COSTA WATER 1331 CONCORD AVE $2,362.28 112-251-012 IND IJK PROPERTIES LLC 2301 STANWELL DR $260.42 112-252-024 IND 2300 STANWELL DRIVE LP 2300 STANWELL DR #A-B $542.28 112-290-001 CONDO T, WONG JOSHUA 1965 BONIFACIO ST #5 $22.32 112-290-002 CONDO T, YAN THOMAS TAK MING 1965 BONIFACIO ST #7 $22.32 112-290-003 CONDO T, MONTOYA JONATHAN J 1965 BONIFACIO ST #3 $22.32 112-290-004 CONDO T, LEE DONNA 1965 BONIFACIO ST #1 $22.32 112-290-005 CONDO T, PACHECO CELESTINA 1965 BONIFACIO ST #6 $22.32 112-290-006 CONDO T, MCKEOWN OWEN J & 1965 BONIFACIO ST #8 $22.32 112-290-007 CONDO T, ALTIMARI NICHOLAS ANTONIO 1965 BONIFACIO ST #4 $22.32 112-290-008 CONDO T, MAGANA VICTOR RAMON 1965 BONIFACIO ST #2 $22.32 112-290-009 CONDO T, BOWEN ELIZABETH 1967 BONIFACIO ST #5 $22.32 112-290-010 CONDO T, STARKEBAUM RUSS 1967 BONIFACIO ST #7 $22.32 112-290-011 CONDO T, SUH YOUNG D 1967 BONIFACIO ST #3 $22.32 112-290-012 CONDO T, NUNEZ ADRIAN TAMAYO 1967 BONIFACIO ST #1 $22.32 112-290-013 CONDO T, BOBBY DEBRA J 1967 BONIFACIO ST #6 $22.32 112-290-014 CONDO T, LAM DANNY C & OI K CHU TRE 1967 BONIFACIO ST #8 $22.32 112-290-015 CONDO T, SCHULZ GREG P 1967 BONIFACIO ST #4 $22.32 112-290-016 CONDO T, BASKIR LIZA 1967 BONIFACIO ST #2 $22.32 112-290-017 CONDO T, GANDARILLA ESMYRNA 1969 BONIFACIO ST #5 $22.32 112-290-018 CONDO T, JT PROPS LLC 1969 BONIFACIO ST #7 $22.32 112-290-019 CONDO T, HO SUNNY TRE 1969 BONIFACIO ST #3 $22.32 112-290-020 CONDO T, ABOUKHALIL NASER TRE 1969 BONIFACIO ST #1 $22.32 112-290-021 CONDO T, CATE TONI L 1969 BONIFACIO ST #6 $22.32

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
112-290-022 CONDO T, 1969 BONIFACIO ST #8 KARELL ERNEST K $22.32 112-290-023 CONDO T, 1969 BONIFACIO ST #4 CHAN FRENDA Y & KAM LOK $22.32 112-290-024 CONDO T, 1969 BONIFACIO ST #2 LEFFEL ROGER & JENNIFER $22.32 112-290-025 CONDO T, 1971 BONIFACIO ST #5 SILVA TULIO C $22.32 112-290-026 CONDO T, 1971 BONIFACIO ST #7 BHOWMICK ARINDAM TRE $22.32 112-290-027 CONDO T, 1971 BONIFACIO ST #3 FEIST JEFFREY & DOREEN $22.32 112-290-028 CONDO T, 1971 BONIFACIO ST #1 ISLAS ADRIANA A $22.32 112-290-029 CONDO T, 1971 BONIFACIO ST #6 CHATTHA TIRANJAN TRE $22.32 112-290-030 CONDO T, 1971 BONIFACIO ST #8 GRANTCHAROVA KRASSIMIRA $22.32 112-290-031 CONDO T, 1971 BONIFACIO ST #4 GOMEZ ALISONJ TRE $22.32 112-290-032 CONDO T, 1971 BONIFACIO ST #2 GANDARILLA ESMYRNA $22.32 112-290-033 CONDO T, 1973 BONIFACIO ST #5 SIDHU PRAMODH TRE $22.32 112-290-034 CONDO T, 1973 BONIFACIO ST #7 GALLACHER SEAN & CLAIRE $22.32 112-290-035 CONDO T, 1973 BONIFACIO ST #3 LIN SHU HUA $22.32 112-290-036 CONDO T, 1973 BONIFACIO ST #1 SALIMPOUR SEPIDEH TRE $22.32 112-290-037 CONDO T, 1973 BONIFACIO ST #6 FINKBEINER IRENE ALISON TRE $22.32 112-290-038 CONDO T, 1973 BONIFACIO ST #8 TANG LIU JU $22.32 112-290-039 CONDO T, 1973 BONIFACIO ST #4 TRAVIS MATTHEW JAMES $22.32 112-290-040 CONDO T, 1973 BONIFACIO ST #2 GALLACHER SEAN & CLAIRE $22.32 112-290-041 CONDO T, CHANG BOACHEN & HUNGWEN 1975 BONIFACIO ST #7 $22.32 112-290-042 CONDO T, CARRANZA SHERYL L 1975 BONIFACIO ST #3 $22.32 112-290-043 CONDO T, CHAU NATHAN 1975 BONIFACIO ST #1 $22.32 112-290-044 CONDO T, SIDHU ANUP TRE 1975 BONIFACIO ST #5 $22.32 112-290-045 CONDO T, LOFMAN BRIAN G TRE 1975 BONIFACIO ST #8 $22.32 112-290-046 CONDO T, TANG LIU JU 1975 BONIFACIO ST #4 $22.32 112-290-047 CONDO T, TORRES ROSARIO 1975 BONIFACIO ST #2 $22.32 112-290-048 CONDO T, SIDHU TARLOCHAN S 1975 BONIFACIO ST #6 $22.32 112-300-001 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-002 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-003 CONDO T, LEE LINDA LAI TRE GRANT ST $20.72
112-300-004 CONDO T, LEE LINDA LAI TRE GRANT ST $20.72
112-300-005 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-006 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-007 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-008 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-009 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-010 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-011 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-012 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-013 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-014 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-015 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-016 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 112-300-017 CONDO T, LEE SAMUEL BING & LINDA L GRANT ST $20.72 126-010-030 IND LASSEN COMMERCIAL 2291 VIA DE MERCADOS #A $281.06

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-010-033 COM GRAYBEHL DIANE L TRE 1290 CONCORD AVE $892.88 126-010-035 IND NORTHERN CALIF BUILDERS 2281 VIA DE MERCADOS #A $82.90 126-010-039 COM C, 1110 BURNETT AVE PACIFIC WILLOWICK LP $2,460.68 126-010-045 COM C, 2100 MERIDIAN PARK BLVD HAUS MICHAEL D & SUZANNE E $979.88 126-010-046 COM MARKET-TURK COMPANY 1140 GALAXY WAY $354.12 126-010-047 COM MARKET-TURK COMPANY 2150 JOHN GLENN DR $524.18 126-010-051 COM R&B HERITAGE INVESTORS L P 2201 JOHN GLENN DR $449.68 126-010-053 COM DELTA BINGHAM JOINT 1170 CONCORD AVE $269.66 126-010-054 COM C, 1100 CONCORD AVE 1150 GERSHMAN PROPERTIES LLC $895.44 126-010-055 COM C, 1150 CONCORD AVE #100 DELTA BINGHAM JOINT $528.42 126-010-056 COM FIRENZI PROPERTIES INC 1150 CONCORD AVE #150 $558.70 126-010-057 COM DELTA BINGHAM JOINT 1150 CONCORD AVE #156 $763.24 126-010-059 COM 1200 CONCORD LLC 1200 CONCORD AVE $754.44 126-010-060 COM 1200 CONCORD LLC 1220 CONCORD AVE $792.62 126-010-061 MISC 1200 CONCORD LLC 2200 JOHN GLENN DR $1,346.96 126-010-063 IND HAUSSER SHIRLEY A TRE 2245 VIA DE MERCADOS $70.26 126-010-064 IND TAYLOR JAMES W & CAROL L 2225 VIA DE MERCADOS $102.58 126-020-024 IND CRAWFORD JOHN J & TARA L 2201 COMMERCE AVE $59.02 126-020-028 COM DELTA COUNTIES INC 1410 CONCORD AVE #A $363.74 126-020-029 IND PUBLIC STORAGE PROP IV LTD 1350 CONCORD AVE #A $877.40 126-020-042 IND PAULETICH ROBIN TRE 1420 CONCORD AVE $250.96 126-020-053 IND D&G BUILDINGS LLC 2261 COMMERCE AVE $77.28 126-020-054 IND KROHN ALLEN M TRE 2281 COMMERCE AVE $122.26 126-020-055 COM ROSEWOOD VILLAGE 1300 CONCORD AVE $863.28 126-020-057 IND ROSE FAMILY PROPERTIES LLC 2260 VIA DE MERCADOS $213.60 126-020-065 IND KR & ASSOCIATES LLC 2250 VIA DE MERCADOS $170.60 126-020-072 IND D J INVESTORS 1301 GALAXY WAY $177.06
126-020-073 IND LUAN SHUSHENG 1313 GALAXY WAY $178.46
126-020-085 VIND CBC PROPERTIES I LP VIA DE MERCADOS $359.76 126-020-087 IND CBC PROPERTIES II LP 1400 ROYAL INDUSTRIAL WAY $605.68 126-020-090 IND JAMES R MCKENZIE TRUST 1425 HERNDON AVE $38.64 126-020-091 IND ZOCCHI BROS 2170 COMMERCE AVE $274.02
126-020-092 IND MARSH DOUGLAS J TRE 2231 COMMERCE AVE #A $138.42 126-020-093 IND SOJITZ AUTOMOTIVE GROUP 2241 COMMERCE AVE #A $138.56 126-020-100 IND MARSH DOUGLAS J TRE 2221 COMMERCE AVE #A1 $101.88 126-020-101 PUB CONTRA COSTA COUNTY 2086 COMMERCE AVE $67.16 126-020-106 PUB CONTRA COSTA COUNTY 2090 COMMERCE AVE $61.82 126-020-108 COM ALDERETTE-TRESCONY LLC 1440 CONCORD AVE $427.78 126-020-111 IND MHC PROPERTIES 2260 COMMERCE AVE $237.48 126-020-112 IND MHC PROPERTIES 2250 COMMERCE AVE #B $148.96 126-020-115 IND NEXT GEN PROPERTIES LLC 1460 CONCORD AVE $375.54 126-030-028 COM S CONCORD AUTOMOTIVE 2001 MARKET ST $1,533.44 126-030-033 MISC POLSE ANNA V TRE MARKET ST $50.32
126-030-035 COM S CONCORD AUTOMOTIVE 2101 MARKET ST $947.04 126-030-036 COM S LEHMER INVESTMENT CO 1905 MARKET ST $1,670.14

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-030-037 COM SOJITZ AUTOMOTIVE GROUP 1967 MARKET ST $737.78 126-041-015 MFR MOSTEIRO NICHOLAS L TRE 2150 CALIFORNIA ST #1 $30.96 126-041-017 MFR XUEREB CHARLES E TRE 2180 CALIFORNIA ST $30.96 126-041-023 MFR 2110 CALIFORNIA KS LLC 2110 CALIFORNIA ST #1 $30.96 126-041-024 MFR 2140 CAL LP 2120 CALIFORNIA ST $15.48
126-041-027 MFR JOSEPH RONY & REENA TRE 2170 CALIFORNIA ST #1 $15.48 126-041-028 SFR DYKEMAN DENNIS L TRE 2160 CALIFORNIA ST $15.48 126-041-032 MFR DAYOAN ROGER & 1831 HARRISON ST #1 $15.48 126-041-033 MFR DAYOAN ROGER & 1825 HARRISON ST #1 $15.48 126-041-039 COM S 1700 CONCORD AVE ALAMEDA DONALD G & MELITTA $424.78 126-041-040 COM S 1790 CONCORD AVE OBRIEN ALBERTA TRE $268.28 126-041-041 COM S 1758 CONCORD AVE GOLIGHTLY GUYSE TRE $181.52 126-041-042 MFR 2140 CAL LP 2130 CALIFORNIA ST $15.60
126-041-043 MFR S 2140 CALIFORNIA ST 2140 CAL LP $164.40 126-042-015 MFR VALERIO DANIEL & ARCELIA 2105 CALIFORNIA ST #A-B $15.48 126-042-027 MFR MEROFF DONALD W TRE 2121 CALIFORNIA ST #A $15.48 126-042-028 MFR KUTUZOV RUSLAN TRE 2111 CALIFORNIA ST #A $15.48 126-042-029 MFR VICTA LIZA TRE 2161 CALIFORNIA ST #A $23.22 126-042-030 MFR TRAN QUOC ANH 2151 CALIFORNIA ST #A $23.22 126-042-032 MFR ATHWAL BALJINDER & 2180 FREMONT ST #1 $30.96 126-042-033 MFR ATHWAL BALJINDER & 2170 FREMONT ST #1 $46.46 126-042-034 VMFR NANDA VANDANA 2150 FREMONT ST $32.26
126-042-035 SFR HENNIGAN DAVID T & SUSAN E 2140 FREMONT ST $16.12 126-042-036 VSFR OLEARY BRIAN C 2130 FREMONT ST $16.12
126-042-037 MFR MARTINEZ JOSEPHINE T TRE 2108 FREMONT ST #A $32.26 126-042-042 MFR MAXACO LLC 2175 CALIFORNIA ST $30.92
126-042-043 COM S MAZZONCINI DANIEL J TRE 1650 CONCORD AVE $441.56 126-042-044 COM S MAZZONCINI DANIEL J TRE 1600 CONCORD AVE $449.50 126-042-045 MFR MAAS CRESTVIEW LMT 1601 BROADWAY ST $96.68 126-042-046 MFR CONCORD RESIDENTIAL CLUB 2141 CALIFORNIA ST $46.46 126-043-002 COM S SEFEROGLOU GEORGE TRE 1515 BROADWAY ST $92.78 126-043-004 COM S GILMORE THOMAS & LYNNE 2142 MARKET ST $185.56 126-043-014 SFR PHILLIPS JOHN 2151 FREMONT ST $25.54
126-043-015 MFR GIFFIN ROBERT J & LINDA J TRE 2141 FREMONT ST #1 $36.38 126-043-016 COM BUSCAGLIA RICHARD JOHN 2111 FREMONT ST $30.96 126-043-020 COM S SNELLING MILTON & MARILYN 2134 MARKET ST #A $137.34 126-043-021 COM S BRUVAC 2130 MARKET ST $139.18
126-043-024 COM S R & O ASSOCIATES LLC 2170 MARKET ST $417.58 126-043-028 COM BUSCAGLIA RICHARD 1591 BROADWAY ST $15.48 126-043-030 COM S WHALEN JOHN E & LILLIAN A 2110 MARKET ST $212.80 126-043-032 COM S MAJOR BRAND GAS OF 1500 CONCORD AVE $397.76 126-043-033 VMFR S MAJOR BRAND GAS OF 1590 CONCORD AVE 1596 $781.16 126-044-005 COM ROSE FAMILY PROPERTIES LLC 2001 FREMONT ST $48.38 126-044-006 COM S SNELLING MILTON & MARILYN 2090 MARKET ST $299.86 126-044-007 COM S ROSE FAMILY PROPERTIES LLC 2000 MARKET ST $251.48

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-045-012 COM CUENO STEPHEN B TRE 1601 SUTTER ST $30.96 126-045-013 MFR ASUTI SUBHASCHANDRA E TRE 1651 SUTTER ST $15.48 126-045-014 MFR HILSABECK FRIDA A TRE 1655 SUTTER ST #1 $15.48 126-045-015 MFR WILSON EDWARD D & MARSHA 1656 BROADWAY ST #1 $15.48 126-045-016 MFR TAYLOR JAMES E & CAROL C 1652 BROADWAY ST #1 $15.48 126-045-017 MFR CUNEO STEPHEN B TRE 1600 BROADWAY ST #1 $30.96 126-045-020 PUB CONCORD CITY OF SUTTER ST $30.96
126-045-021 COM S 2051 HARRISON ST CONTRA COSTA ARC $603.02 126-045-024 MFR PERSONS COB BORROWER LP 1700 BROADWAY ST $208.70 126-051-024 COM T, S 1805 BROADWAY ST LOYAL ORDER MOOSE #567 $664.52 126-051-026 COM T, S 1811 BROADWAY ST SKY GARDEN LLC $2,553.08 126-051-036 VCOM T, ADOBE ST FIDELITY NATIONAL BANK $87.50 126-051-045 COM T, S 1825 SALVIO ST WENTLING THOMAS J TRE $5,350.96 126-051-046 COM T, S 1870 ADOBE ST EAST BAY SERVICES $2,212.96 126-051-050 COM T, S 1910 CONCORD AVE CGT GROUP LP $1,177.74 126-051-052 MFR T, S 1800 ADOBE ST CONTRA COSTA RE LLC $2,223.20 126-051-054 COM T, S 1859 ADOBE ST ELGAAEN ROBERT L & JOANNE $337.16 126-051-055 COM T, S 1861 ADOBE ST ELGAAEN ROBERT L & JOANNE $198.54 126-051-056 COM T, S 1865 ADOBE ST SEFEROGLOU GEORGE J TRE $388.46 126-051-057 COM T, S 1875 ADOBE ST KING BETTY JEANNE TRE $417.14 126-051-058 COM T, S 1901 SALVIO ST 1913 LOTUS VENTURES LLC $1,655.26 126-051-059 COM T, S KUMAR NITIN TRE 1800 CONCORD AVE $3,514.46 126-052-017 COM T, SANDOVAL GARY J TRE 1940 CONCORD AVE $422.56 126-052-018 COM T, S ISLAND DREAM HOMES LLC 1950 CONCORD AVE $780.96 126-052-019 COM T, S THUMATI RAMA KRISHNA 1960 CONCORD AVE $328.36 126-052-023 COM T, S LEE KATHERINE 1915 SALVIO ST $390.14 126-052-030 COM T, S JANNAB RIDE LLC 1982 CONCORD AVE $364.04 126-052-031 COM T, S TIMMONS TIMOTHY D 1990 CONCORD AVE $989.94 126-052-034 MFR T, S TROLAN JAMES A TRE 1930 CONCORD AVE $526.42 126-052-035 COM T, S GHMDIVINE LLC 1970 CONCORD AVE $682.70 126-061-018 COM T, S BRENDEN THEATRE 1985 WILLOW PASS RD $12,623.36 126-061-019 COM T, S US BANK 1875 WILLOW PASS RD $2,373.04 126-062-002 COM S FREITAG ERNST & GABRIELA I 1848 WILLOW PASS RD $744.18 126-062-012 MFR T, S RENAISSANCE RES HOLDINGS 1825 GALINDO ST $3,733.86 126-062-016 MFR T, S RENAISSANCE RES HOLDINGS 1905 CONCORD BLVD $5,475.62 126-073-001 COM T, S KIM DOOHYUN & SOONJA TRE 1990 GRANT ST $530.40 126-073-006 COM T, S ACDC GROUP LLC 2227 WILLOW PASS RD $297.60 126-073-007 COM T, S STAMM ENTERPRISES LTD 1900 GRANT ST $863.84 126-073-008 COM T, S 8 X 8 INVESTMENTS LLC 1924 GRANT ST $391.40 126-073-009 MISC T, S 1950 GRANT STREET BUILDING GRANT ST $515.00 126-073-010 COM T, S 1950 GRANT STREET BUILDING 1950 GRANT ST $515.00 126-073-011 INST T, S FIRST PRESBYTERIAN CHURCH 1970 GRANT ST $741.14 126-073-014 INST T, S FIRST PRESBYTERIAN CHURCH 1965 COLFAX ST $3,067.62 126-073-015 COM T, S LAVAGNINO PARTNERS 2295 WILLOW PASS RD #A-F $1,828.84 126-074-001 INST T, S FIRST PRESBYTERIAN CHURCH SALVIO ST $667.70

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-074-002 INST T, S SALVIO ST FIRST PRESBYTERIAN CHURCH $603.86 126-074-007 COM T, S 2345 WILLOW PASS RD 2349 APDP HOLDINGS LLC $347.64 126-074-008 COM T, S 2301 WILLOW PASS RD LEON JOSE J & VIVIAN J TRE $756.56 126-074-009 COM T, S COLFAX ST LEON JOSE J & VIVIAN J TRE $515.00 126-074-017 COM T, S 2395 WILLOW PASS RD 2395 WILLOW PASS LLC $2,531.26 126-074-018 COM T, S 2380 SALVIO ST SALIVO MEDICAL OFFICE LLC $2,104.88 126-074-019 MISC T, S 1956 COLFAX ST LA PINATA CNCD RESTAURANT $922.22 126-075-004 COM T, S 1821 EAST ST VIRA PROPERTIES LLC $515.00 126-075-005 COM T, S 2361 CONCORD BLVD VIRA PROPERTIES LLC $756.56 126-075-006 COM T, S 2355 CONCORD BLVD VANATTA DANIEL & GESINEE $568.56 126-075-007 COM T, S 2353 CONCORD BLVD ATTA GESINEE C VAN TRE $263.98 126-075-010 COM T, S 1838 COLFAX ST DASKALOS GEORGE & STELLA $515.00 126-075-011 COM T, S 1854 COLFAX ST 1856 DASKALOS GEORGE & STELLA $515.00 126-075-012 COM T, S 1880 COLFAX ST HENDRICKS SHIRLEY HELEN $515.00 126-075-013 COM T, S 2304 WILLOW PASS RD 2308 JDF HOLDINGS LLC $756.56 126-075-014 COM T, S 2350 WILLOW PASS RD VANATTA GESINEE C $628.80 126-075-019 COM T, S 1806 COLFAX ST DASKALOS GEORGE & STELLA $1,007.60 126-075-022 COM T, S 2380 WILLOW PASS RD GAWFCO ENTERPRISES INC $1,749.88 126-075-023 COM T, S 1839 EAST ST VIRA PROPERTIES LLC $540.10 126-076-002 SFR T, S CASTILLO OMAR R 2247 CONCORD BLVD $132.10 126-076-003 MISC T, S VERDI ANDREW WILLIAM TRE 1822 GRANT ST $304.52 126-076-004 MISC T, S VERDI RONALD A TRE EST OF GRANT ST $452.04 126-076-005 COM T, S VERDI ANDREW WILLIAM TRE 1826 GRANT ST $515.00 126-076-006 COM T, S LOPEZ SALVADOR & BALVINA 1840 GRANT ST $515.00 126-076-010 COM T, S HENDRICKS SHIRLEY HELEN 1835 COLFAX ST $1,030.02 126-076-011 MISC T, S BROADMOOR PROPERTIES LLC 2253 CONCORD BLVD $431.32 126-076-012 COM T, S BROADMOOR PROPERTIES LLC 1815 COLFAX ST $840.24 126-076-014 PUB T, S CCC FIRE PROTECTION 2210 WILLOW PASS RD $2,790.16 126-076-015 PUB T, S CONTRA COSTA COUNTY 2290 WILLOW PASS RD $1,441.36 126-077-002 MISC T, S LEE KATHERINE CONCORD BLVD $515.00 126-077-003 COM T, S LEE KATHERINE 1800 MOUNT DIABLO ST 1850 $756.56 126-077-004 MISC T, S BLOXHAM THOMAS L & DIANA L MOUNT DIABLO ST $598.68 126-077-005 COM T, S BLOXHAM THOMAS L & DIANA L 2118 WILLOW PASS RD $2,223.34 126-077-008 MISC T, S BLOXHAM THOMAS L & DIANA L CONCORD BLVD $515.00 126-077-011 COM T, S A T C BUILDING COMPANY 2190 WILLOW PASS RD $4,134.80 126-078-001 MISC T, S JAMESTOWN WILLOW PASS LP 2020 WILLOW PASS RD #1 $1,099.20 126-078-005 COM T, JAMESTOWN WILLOW PASS LP 2020 WILLOW PASS RD #5 $569.94 126-078-006 COM T, JAMESTOWN WILLOW PASS LP 2020 WILLOW PASS RD #6 $188.18 126-078-007 COM T, S JAMESTOWN WILLOW PASS LP 2020 WILLOW PASS RD #7 $1,011.50 126-078-010 COM T, S JAMESTOWN WILLOW PASS LP 2020 WILLOW PASS RD #10 $429.78 126-078-013 COM T, JAMESTOWN WILLOW PASS LP 2020 WILLOW PASS RD #13 $1,424.82 126-078-015 COM T, S JAMESTOWN WILLOW PASS LP 2020 WILLOW PASS RD #15 $515.00 126-078-016 COM T, JAMESTOWN WILLOW PASS LP 2020 WILLOW PASS RD #16 $209.18 126-078-019 COM T, S JAMESTOWN WILLOW PASS LP 2020 WILLOW PASS RD #19 $682.50 126-078-020 COM T, S JAMESTOWN WILLOW PASS LP 1812 GALINDO ST #1 $1,702.76

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-081-001 COM T, S 1700 EAST ST KMAC II LLC $988.16
126-081-002 MISC T, S 1750 EAST ST KMAC II LLC $1,376.60 126-081-003 COM T, S 1772 EAST ST MAZZONCINI DANIEL J JR & L $1,475.70 126-082-008 VMFR T, S 2400 WILLOW PASS RD #B-F 2400 WILLOW PASS LP $5,399.46 126-083-011 VCOM T, S 2471 WILLOW PASS RD MARAGINAL $1,683.28 126-083-012 VCOM T, S 2401 WILLOW PASS RD MARGINAL $1,890.30 126-083-013 COM T, S 2400 SALVIO ST 90 MARGINAL $5,018.82 126-093-019 MISC T, COLFAX ST BOF CA ONE CONCORD $837.50 126-093-021 MISC T, CLAYTON RD BOF CA ONE CONCORD $1,143.24 126-093-022 MFR T S 1776 GRANT ST HM GRANT STREET LLC $4,461.42 126-094-013 MISC T, S 1714 COLFAX ST PACIFIC TELEPHONE & $7,009.62 126-094-014 COM T, S 2368 CONCORD BLVD #4 VANATTA GESINEE C TRE $1,262.94 126-103-019 INST T, S 1630 GRANT ST GRACE CHINESE ALLIANCE $1,271.58 126-103-027 COM T, 2300 CLAYTON RD BOF CA ONE CONCORD $7,608.14 126-103-028 MFR T, S 1676 GRANT ST HM GRANT STREET LLC $2,418.96 126-104-008 MFR T, 2325 CLAYTON RD RONA CONCORD LLC $857.84 126-112-014 PUB T, S OAK ST SAN FRANCISCO BART $16,684.80 126-112-026 PUB T, S MT DIABLO ST CONCORD CITY OF $4,163.60 126-122-024 PUB T, S MOUNT DIABLO ST CONCORD CITY OF $10,419.70 126-124-032 COM T, S LIU JULIE J 1302 GALINDO ST $1,879.68 126-124-036 PUB T, S CONCORD CITY OF 1350 GALINDO ST $16,590.62 126-131-016 MFR T, SEQUOIA EQUITIES-CONCORD 1655 GALINDO ST $3,846.16 126-133-009 MISC CONCORD CA REAL ESTATE AMADOR AVE $67.58 126-133-010 COM PARIPAR INVESTMENTS LLC 1395 GALINDO ST #C $64.92 126-133-011 COM S PARIPAR INVESTMENTS LLC 1395 GALINDO ST $369.30 126-133-013 VCOM S CONCORD CA REAL ESTATE 1385 GALINDO ST $361.18 126-141-013 SFR T, S CONCORD HISTORICAL 1721 AMADOR AVE $440.26 126-142-018 MFR T, SEQUOIA EQUITIES-CONCORD GALINDO ST $2,484.90 126-143-012 PUB T, S CONCORD CITY OF GALINDO ST $10,086.92 126-152-031 SFR CORAGLIOTTI MICHAEL 1888 CLAYTON RD $24.20 126-152-032 PUB CONCORD HISTORICAL 1928 CLAYTON RD $29.50 126-152-033 COM S ORION ACADEMY 1866 CLAYTON RD 1868 $339.36 126-152-034 COM CLAYTON PROFESSIONAL CTR 1844 CLAYTON RD $35.12 126-153-008 COM MOYAL ROHAN TRE 1849 CLAYTON RD $136.28 126-164-048 COM S GALINDO STREET PROPERTIES 1305 GALINDO ST 1309 $871.44 126-164-049 COM ANSELL GAYLE TRE 1301 GALINDO ST $65.92 126-164-051 COM S GALINDO LP 1321 GALINDO ST $156.44
126-164-052 MISC S CONCORD CA REAL ESTATE GALINDO ST $385.34 126-164-053 COM S ORTEGA JOSEPH & DEBORAH 1303 GALINDO ST $226.06 126-164-054 COM S GALINDO LP 1313 GALINDO ST 1315 $544.50 126-164-057 VSFR S RMG FEE GALINDO LP 1335 GALINDO ST $593.30 126-240-021 VMFR S WBI QOZB HOLDINGS LLC CLAYTON RD $272.74 126-240-024 PUB CONCORD CITY OF 1736 CLAYTON RD $406.58 126-250-038 MFR S SUNSET PINES APTS LLC 1770 ADELAIDE ST #101 $1,194.80 126-250-041 MFR S ELIAS COMMERCIAL 1704 CLAYTON RD $524.80

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-260-071 MFR S 1682 CLAYTON RD #1 CONCORD PROPS LLC $581.60 126-260-072 MFR S 1688 CLAYTON RD #1 CONCORD PROPS LLC $614.84 126-271-003 INST S 1770 WILLOW PASS RD GO ERNEST L TRE EST OF $287.48 126-271-010 COM S 1800 WILLOW PASS RD HANNON BRIAN J $310.96 126-271-014 COM S 1758 WILLOW PASS RD 1762 PICCOLO PROPERTIES LP $388.58 126-271-017 VCOM GARIBOTTI FAMILY L P II WILLOW PASS RD $29.50 126-271-018 COM S 1774 WILLOW PASS RD GARIBOTTI FAMILY L P II $253.60 126-271-019 COM S 1790 WILLOW PASS RD 1796 GARIBOTTI FAMILY L P II $253.60 126-271-022 COM S 1741 CLAYTON RD WANG 3640 BRIARWOOD LLC $466.96 126-271-029 COM S 1768 WILLOW PASS RD RV SHADELAND LLC $397.84 126-271-033 COM DELLMIN LP 1825 SUTTER ST 1851 $399.30
126-271-034 COM S 1801 SUTTER ST DELLMIN LP $985.22
126-272-005 COM S 1840 WILLOW PASS RD HAGSTROM PROPERTIES L P $2,099.66 126-272-013 COM SUTTER SQUARE HOLDINGS 1800 SUTTER ST $493.44 126-281-003 COM CONTRA COSTA COUNTY 1645 WILLOW PASS RD 1655 $81.50 126-281-004 COM CONTRA COSTA COUNTY 1657 WILLOW PASS RD $13.34 126-281-005 COM CHABRA RAJ TRE 1661 WILLOW PASS RD $30.20 126-281-006 COM CONTRA COSTA CO HARVEST WILLOW PASS RD $2.80 126-281-007 COM CHABRA RAJ TRE 1665 WILLOW PASS RD 1673 $77.28 126-281-009 COM MONTGOMERY REALTY GROUP 1675 WILLOW PASS RD $161.60 126-281-010 COM MONTGOMERY REALTY GROUP WILLOW PASS RD $810.54 126-281-011 COM SAI WILLOW VENTURES LLC 1679 WILLOW PASS RD 1691 $395.32 126-281-012 COM MONTGOMERY REALTY GROUP WILLOW PASS RD $416.38 126-281-013 COM CHABRA RAJ & VICKI V TRE 1701 WILLOW PASS RD $418.16 126-281-022 COM CHABRA INDER & KRISHNA TRE 1731 WILLOW PASS RD $174.44 126-281-023 COM TOBRINER MICHAEL C TRE 1739 WILLOW PASS RD $66.44 126-281-024 COM TOBRINER MICHAEL C TRE 1743 WILLOW PASS RD $77.54 126-281-025 COM CARDENAS JORGE A & MARIA E 1747 WILLOW PASS RD $67.86 126-281-026 COM S DOUGLAS KENNETH & ARLENE 1751 WILLOW PASS RD $355.84 126-281-027 COM S GORDON JANET TRE EST OF 1775 WILLOW PASS RD $357.48 126-281-028 COM S JAN MURRAY LLC 1795 WILLOW PASS RD $1,156.12 126-281-029 COM SOJITZ AUTOMOTIVE GROUP 1970 MARKET ST $49.60 126-281-031 MISC MONUMENT CRISIS CENTER SUTTER ST $73.78 126-281-036 COM S 2600 TELEGRAPH PROPERTY 1611 WILLOW PASS RD $827.32 126-281-037 COM S 2600 TELEGRAPH PROPERTY 1621 WILLOW PASS RD $204.80 126-281-041 COM GOLDBART CONCORD LLC 1725 WILLOW PASS RD $228.28 126-281-042 COM S LINSONG LLC 1695 WILLOW PASS RD $1,290.72 126-281-043 COM S GROBE MARY M TRE 1950 MARKET ST $923.68 126-281-045 COM S MONUMENT CRISIS CENTER 1990 MARKET ST $254.36 126-281-046 COM S 2600 TELEGRAPH PROPERTY 1631 WILLOW PASS RD $1,616.92 126-281-048 COM S CONTRA COSTA COUNTY WILLOW PASS RD $1,065.72 126-281-049 COM S 2600 TELEGRAPH PROPERTY WILLOW PASS RD $2,177.70 126-291-009 COM DOSANJH KARANBIR TRE 1810 MARKET ST $19.66 126-291-016 COM S CHERN INVESTMENTS LLC 1585 CLAYTON RD $935.28 126-291-017 COM ENGINEER PHIROZ & PERRIN 1791 PINE ST $97.52

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-291-023 COM S 1785 PINE ST WRSJG LLC $1,237.24
126-292-012 COM VALCALDA PROPERTIES LLC 1891 MARKET ST $244.34 126-300-023 COM NIKEMM 1 HOLDINGS LLC 1450 CIVIC CT $226.22 126-300-030 COM CENTER FOR ELDERS 1465 CIVIC CT #E $137.72 126-300-035 COM SHAMSZAD SHASHA G TRE 1485 CIVIC CT #1480 $265.60 126-300-043 COM MCLELLAN ESTATE CO 1505 WILLOW PASS RD $326.12 126-300-044 COM 1470 CIVIC LLC 1470 CIVIC CT $484.38
126-300-047 COM CENTER FOR ELDERS 1465 CIVIC CT #D $146.14 126-300-049 COM C, 1401 WILLOW PASS RD SEECON COMMERCIAL LLC $828.66 126-300-050 VCOM SEECON FINANCIAL & CONST WILLOW PASS RD $479.90 126-300-051 MISC C, WILLOW PASS RD SEECON FINANCIAL & CONST $940.26 126-300-052 MFR HSRE OAKMONT CONCORD LLC 1401 CIVIC CT $304.94 126-310-011 PUB CONCORD CITY OF 1950 WATERWORLD PKWY $4,312.98 126-310-012 COM C, 2090 MERIDIAN PARK BLVD HD DEVELOPMENT OF $5,040.52 126-323-003 COM C, 2285 DIAMOND BLVD VALENTE GERALD $2,046.18 126-323-006 PUB CONTRA COSTA COUNTY CONCORD AVE $1,075.50 126-323-007 COM C, 1001 BURNETT AVE DG CONCORD 2 LLC $966.12 126-324-001 COM C, 2290 DIAMOND BLVD #100 MONA & 2 FRANKS LLC $410.90 126-324-002 COM DUDUM ROCKY J & NADA R TRE 1070 CONCORD AVE #100 $463.74 126-324-003 MISC C, DIAMOND BLVD CONLEY MICHAEL PATRICK $125.64 126-324-005 COM C, BURNETT AVE 1090 CONCORD ASSOCIATES $88.92 126-324-006 COM C, 1090 CONCORD AVE 1090 CONCORD ASSOCIATES $1,757.08 126-325-001 COM C, S CALIFORNIA TEACHERS ASSN 2177 DIAMOND BLVD $465.90 126-325-002 COM C, S LEISURE HOTEL GROUP LLC 1050 BURNETT AVE $1,708.54 126-325-004 COM C, FUTURE DIAMOND OF 2121 DIAMOND BLVD $1,872.02 126-325-014 COM C, GALAXY I CONCORD 1001 GALAXY WAY $565.86 126-325-016 MISC GALAXY II CONCORD ORION AVE $80.10
126-325-017 COM C, S GALAXY II CONCORD 1000 BURNETT AVE $1,487.38 126-326-001 COM C, S PAR4JTAS LLC 2199 MERIDIAN PARK BLVD $1,091.62 126-326-002 COM C, S DIAMOND BOULEVARD LLC 1080 BURNETT AVE $2,123.18 126-326-003 COM C, WEIL NANCY TRE 2120 DIAMOND BLVD $695.52 126-330-014 IND LEGACY PROPERTIES GROUP 2070 COMMERCE AVE $136.30 126-330-015 IND LEGACY PROPERTIES GROUP 2050 COMMERCE AVE $103.98 126-330-029 IND LEGACY PROPERTIES GROUP 1420 ROYAL INDUSTRIAL WAY $292.30 126-330-030 IND CBC PROPERTIES II LP 2040 COMMERCE AVE #A-E $172.84 126-330-031 COM CBC PROPERTIES II LP 2040 COMMERCE AVE #A-E $345.70 126-341-005 COM SPPI COMMERCIAL LLC 1855 GATEWAY BLVD $1,874.72 126-341-006 MISC S PACIFIC TELEPHONE & 1611 CLAYTON RD $1,672.60 126-342-004 VCOM S YU PETER KIN WHA TRE 1680 WILLOW PASS RD $1,429.48 126-342-006 COM S YU PETER KIN WHA TRE 1700 WILLOW PASS RD $2,317.04 126-342-008 COM S SPPI COMMERICAL LLC 1850 GATEWAY BLVD $2,755.72 126-360-001 COM S CONHC LLC 1801 WILLOW PASS RD $691.84 126-360-002 COM S 1823 WILLOW PASS LLC 1823 WILLOW PASS RD $140.96 126-360-003 COM S WU GRETA N TRE 1827 WILLOW PASS RD $189.86 126-360-004 COM S TRANS PROPERTY LLC 1833 WILLOW PASS RD $127.10

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-360-005 COM S 1835 WILLOW PASS RD HOFFNER PATRICIA ANN TRE $599.16 126-360-006 COM S 1847 WILLOW PASS RD KUMAR TARA TRE $584.56 126-360-007 COM S 1849 WILLOW PASS RD WILLOW PASS ONE LLC $279.74 126-360-008 COM S 1855 WILLOW PASS RD JLD-WP LLC $397.08 126-360-009 COM S WILLOW PASS RD JLD-WP LLC $317.36
126-370-001 COM T, S 2002 SALVIO ST 2008 SHOPS AT TODOS SANTOS LLC $930.38 126-370-002 COM T, S 2018 SALVIO ST 22 SHOPS AT TODOS SANTOS LLC $597.38 126-370-003 COM T, S 2066 SALVIO ST 72 SHOPS AT TODOS SANTOS LLC $2,061.56 126-370-004 COM T, S 1955 MOUNT DIABLO ST SHOPS AT TODOS SANTOS LLC $716.30 126-370-005 COM T, S 1935 MOUNT DIABLO ST SHOPS AT TODOS SANTOS LLC $550.92 126-370-006 VCOM T, MOUNT DIABLO ST SHOPS AT TODOS SANTOS LLC $105.82 126-370-007 MISC T, S WILLOW PASS RD SHOPS AT TODOS SANTOS LLC $784.16 126-370-009 VCOM T, WILLOW PASS RD SHOPS AT TODOS SANTOS LLC $12.38 126-370-014 COM T, S 2001 WILLOW PASS RD SHOPS AT TODOS SANTOS LLC $1,029.96 126-370-015 COM T, S GALINDO ST SHOPS AT TODOS SANTOS LLC $1,300.66 126-370-016 COM T, WILLOW PASS RD SHOPS AT TODOS SANTOS LLC $368.18 126-370-017 MISC T, S WILLOW PASS RD SHOPS AT TODOS SANTOS LLC $347.74 126-380-001 VCOM 1400 CANZANI COMMERCIAL 1400 WILLOW PASS RD $667.24 126-380-006 COM MADDEN RICHARD A & DONNA 1430 DANZIG PLAZA $651.40 126-390-004 COM SOJITZ AUTOMOTIVE GROUP 1961 MARKET ST $33.86 126-390-005 COM SOJITZ AUTOMOTIVE GROUP 1951 MARKET ST $108.06 126-400-001 COM SOJITZ AUTOMOTIVE GROUP 1945 MARKET ST $48.38 126-400-002 COM S MCCARREL JANE 1939 MARKET ST $225.50
126-400-008 COM DINDIO PHYLLIS K TRE 1935 MARKET ST $29.02 126-400-010 COM S R A P LAND COMPANY 1931 MARKET ST $355.90 126-421-001 COM C, DELLAMANO MARK J TRE 1225 WILLOW PASS RD $994.64 126-421-002 COM C, THELMA AND LOUISE NO 3 LLC 1935 DIAMOND BLVD $170.58 126-421-003 COM C, CAJUS LLC 1255 WILLOW PASS RD #A&B $486.32 126-422-002 COM C, SZILARD CORPORATION 1313 WILLOW PASS RD $564.54 126-422-003 COM C, CHUI PETER & ROSEANNA TRE 1353 WILLOW PASS RD $619.96 126-422-005 CONDO C, SHELTER INC 1333 WILLOW PASS RD #B $560.44 126-422-006 CONDO C, EL DORADO ELECTRONICS 1333 WILLOW PASS RD #C $446.88 126-422-008 CONDO C, EL DORADO ELECTRONICS 1333 WILLOW PASS RD #A $582.90 126-440-001 COM C, CONCORD CENTERCAL OWNER 2001 DIAMOND BLVD 2095 $9,656.16 126-440-004 COM WILLOWS CENTER CONCORD 2075 DIAMOND BLVD $64.50 126-440-005 COM C, WILLOWS CENTER CONCORD 1961 DIAMOND BLVD 1991 $7,506.30 126-451-006 IND JRM PROPERTIES LLC 1330 GALAXY WAY #E $95.56 126-451-007 IND LUAN SHUSHENG 1320 GALAXY WAY $92.74
126-451-009 IND HOFMANN HOLDINGS LP 1340 GALAXY WAY $455.30 126-452-003 IND HOFMANN FAMILY FOUNDATION 1341 GALAXY WAY $116.64 126-452-004 IND COMMUNITY YOUTH CENTER 2231 GALAXY CT #A $94.14 126-452-005 COM COMMUNITY YOUTH CENTER 2241 GALAXY CT $88.52 126-452-006 IND COMMUNITY YOUTH CENTER 2251 GALAXY CT $105.40 126-452-007 IND COMMUNITY YOUTH CENTER 2250 GALAXY CT $105.40 126-452-013 COM COMMUNITY YOUTH CENTER 1381 GALAXY WAY $337.26

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-452-014 COM COMMUNITY YOUTH CENTER GALAXY CT $189.70 126-452-015 COM 1321 GALAXY WAY LLC 1321 GALAXY WAY $202.36 126-452-017 VIND 1321 GALAXY WAY LLC CONCORD AVE $16.86 126-490-001 COM C, 2090 DIAMOND BLVD FLATIRONS STANWELL LLC $683.16 126-490-002 COM C, 2050 DIAMOND BLVD LEE JOHN S & HELEN Y TRE $542.58 126-490-003 COM C, 2055 MERIDIAN PARK BLVD CONCORD FK PROPERTY LLC $775.92 126-490-004 PUB C, 2070 DIAMOND BLVD CALIFORNIA STATE OF $1,195.98 126-490-005 COM C, 2080 DIAMOND BLVD EDSTAR ENTERPRISES $566.64 126-521-004 COM C, 1355 WILLOW WAY PACIFIC SERVICE CREDIT $2,062.18 126-521-005 COM C, 2030 DIAMOND BLVD GB HOLDINGS LLC $1,931.28 126-522-001 COM C, 1970 DIAMOND BLVD L & L HOSPITALITY HOLDINGS $2,852.74 126-530-001 CONDO GINGRICH JOHN & DIANNE 1300 GALAXY WAY #1 $18.54 126-530-002 CONDO ALTEC ELECTRIC 1300 GALAXY WAY #2 $18.54 126-530-003 CONDO PRINT-N-STUFF INC 1300 GALAXY WAY #3 $18.54 126-530-004 CONDO PRINT-N-STUFF INC 1300 GALAXY WAY #4 $18.54 126-530-005 CONDO TOLAND VAL C 1300 GALAXY WAY #5 $18.54 126-530-006 CONDO TU CHIA-CHI & MEIFAN TRE 1300 GALAXY WAY #6 $18.54 126-530-007 CONDO MOSSOTTO DAVID JOSEPH TRE 1300 GALAXY WAY #7 $18.54 126-530-008 CONDO BAXTER KEVIN B & SANDRA K 1300 GALAXY WAY #8 $18.54 126-530-009 CONDO MORGAN JOHN K & ROBERTA C 1300 GALAXY WAY #9 $18.54 126-530-010 CONDO PRINT-N-STUFF INC 1300 GALAXY WAY #10 $18.54 126-530-011 CONDO DONCHISHIN STEVEN 1300 GALAXY WAY #11 $18.54 126-530-012 CONDO AVILA ERNESTO & CATHERINE 1300 GALAXY WAY #12 $18.54 126-530-013 CONDO AVILA ERNESTO A & CATHERINE 1300 GALAXY WAY #13 $18.54 126-530-014 CONDO JOHNSON CURTIS BRUCE TRE 1300 GALAXY WAY #14 $18.54 126-530-015 CONDO TRAVIS GRADEN J & STACEY 1300 GALAXY WAY #15 $18.54 126-530-016 CONDO MORGAN SINGLE HOLDING 1300 GALAXY WAY #16 $18.54 126-530-017 CONDO GINGRICH JOHN & DIANNE 1300 GALAXY WAY #17 $18.54 126-530-018 CONDO LEVINE SCOTT & SHANNON 1300 GALAXY WAY #18 $18.54 126-530-019 CONDO LEVINE SCOTT A & SHANNON 1300 GALAXY WAY #19 $18.54 126-530-020 CONDO PALSA RONALD L 1300 GALAXY WAY #20 $18.54 126-530-021 CONDO LEVINE SCOTT & SHANNON 1300 GALAXY WAY #21 $18.54 126-541-001 CONDO S LOGAN DAVID M TRE 1790 ELLIS ST #1 $13.24 126-541-002 CONDO S CHAN PAUL K & AMY S TRE 1790 ELLIS ST #2 $13.24 126-541-003 CONDO S HWA ARNOLD JEN NUOH 1790 ELLIS ST #3 $13.24 126-541-004 CONDO S GUGGIANA DARYL & SHIRLEE 1790 ELLIS ST #4 $13.24 126-541-005 CONDO S ABRIOL KEVIN WILLIAM 1790 ELLIS ST #5 $13.24 126-541-006 CONDO S YU JING H 1790 ELLIS ST #6 $13.24
126-541-007 CONDO S BOLANIS GEORGE F & ANITA L 1790 ELLIS ST #7 $13.24 126-541-008 CONDO S LYEVERS SHAUN 1790 ELLIS ST #8 $13.24 126-541-009 CONDO S LOPEZ SERAFINA 1790 ELLIS ST #9 $13.24 126-541-010 CONDO S SRINIVASAN SHANKARA 1790 ELLIS ST #10 $13.24 126-541-011 CONDO S RAEES MOMIN TRE 1790 ELLIS ST #11 $13.24 126-541-012 CONDO S RYAN AFSHIN & MANIJEH 1790 ELLIS ST #12 $13.24 126-541-013 CONDO S GUERRERO JOSE ERNESTO JR 1790 ELLIS ST #13 $13.24

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-541-014 CONDO S 1790 ELLIS ST #14 GUERRERO JOSE ERNESTO JR $13.24 126-541-015 CONDO S 1790 ELLIS ST #15 ZHANG YUBING $13.24 126-541-016 CONDO S 1790 ELLIS ST #16 HO SUNNY TRE $13.24 126-541-017 CONDO S 1790 ELLIS ST #17 ZHANG YUBING $13.24 126-541-018 CONDO S 1790 ELLIS ST #18 MAY DIANA $13.24
126-541-019 CONDO S 1790 ELLIS ST #19 STEBEN MATTHEW D $13.24 126-541-020 CONDO S 1790 ELLIS ST #20 RUDD KYLE $13.24
126-541-021 CONDO S 1790 ELLIS ST #21 DU HUAFENG $13.24 126-541-022 CONDO S 1790 ELLIS ST #22 NUZUM CHARLES $13.24 126-541-023 CONDO S 1790 ELLIS ST #23 ZHANG MING $13.24 126-541-024 CONDO S 1790 ELLIS ST #24 HUFF NICOLAS $13.24 126-541-025 CONDO S 1790 ELLIS ST #25 CHEN AMANDA $13.24 126-541-026 CONDO S 1790 ELLIS ST #26 WU ZHENYU $13.24
126-541-027 CONDO S 1790 ELLIS ST #27 WALL DOROTHY AILEEN $13.24 126-541-028 CONDO S 1790 ELLIS ST #28 ZHANG YUBING $13.24 126-541-029 CONDO S 1790 ELLIS ST #29 OVADIA RONI & JULIE TRE $13.24 126-541-030 CONDO S 1790 ELLIS ST #30 CARTER NORRIS D EST OF $13.24 126-541-031 CONDO S 1790 ELLIS ST #31 FIEL EVANGELINE MATEO TRE $13.24 126-541-032 CONDO S 1790 ELLIS ST #32 KENT E GREG & BEVERLY C $13.24 126-541-033 CONDO S MENIC MARIO 1790 ELLIS ST #33 $13.24 126-541-034 CONDO S PAK SARAH 1790 ELLIS ST #34 $13.24
126-541-035 CONDO S ESPIRITU GRECELIA 1790 ELLIS ST #35 $13.24 126-541-036 CONDO S SIOCHI ALDRIN 1790 ELLIS ST #36 $13.24 126-541-037 CONDO S MALMSTROM ROHNDA 1790 ELLIS ST #37 $13.24 126-541-038 CONDO S AHMADI ABDULLAH 1790 ELLIS ST #38 $13.24 126-541-039 CONDO S MCCORMACK SCOTT A 1790 ELLIS ST #39 $13.24 126-541-040 CONDO S YUAN ANITA GI 1790 ELLIS ST #40 $13.24 126-541-041 CONDO S YU ZHIKAI TRE 1790 ELLIS ST #41 $13.24 126-541-042 CONDO S TRASK SCOTT 1790 ELLIS ST #42 $13.24 126-541-043 CONDO S AGUILA JOSE & SANDRA 1790 ELLIS ST #43 $13.24 126-541-044 CONDO S GOSS ADELINA QUEVEDO 1790 ELLIS ST #44 $13.24 126-541-045 CONDO S MORGAN NORA M 1790 ELLIS ST #45 $13.24 126-541-046 CONDO S ZYGUTIS BRENDA D 1790 ELLIS ST #46 $13.24 126-541-047 CONDO S QIU CHENG 1790 ELLIS ST #47 $13.24
126-541-048 CONDO S OVADIA RONI & JULIE TRE 1790 ELLIS ST #48 $13.24 126-541-049 CONDO S MA CHARLES 1790 ELLIS ST #49 $13.24 126-541-050 CONDO S SWAN CHRISTINE TRE 1790 ELLIS ST #50 $13.24 126-541-051 CONDO S CHINN VICTORIA A 1790 ELLIS ST #51 $13.24 126-541-052 CONDO S DESEPIO CAROL TRE 1790 ELLIS ST #52 $13.24 126-570-001 CONDO S DAHL MARIA-LUIZA 1670 CLAYTON RD #1 $35.18 126-570-002 CONDO S PINAS MARCO ANTONIO 1670 CLAYTON RD #2 $35.18 126-570-003 CONDO S MISASI RYAN JOHN & ERICA K 1670 CLAYTON RD #3 $35.18 126-570-004 CONDO S DROCAN CALIN & FLORENTA 1670 CLAYTON RD #4 $35.18 126-570-005 CONDO S ZAMARRIPA GENNY S 1670 CLAYTON RD #5 $35.18 126-570-006 CONDO S KUSLITS CHARLES A TRE 1670 CLAYTON RD #6 $35.18

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-570-007 CONDO S 1670 CLAYTON RD #7 FELDER JOHN & MARILYN $35.18 126-570-008 CONDO S 1670 CLAYTON RD #8 BEZRODNYY MIKHAIL $35.18 126-570-009 CONDO S 1670 CLAYTON RD #9 WOLFE NGOC BAO $35.18 126-570-010 CONDO S 1670 CLAYTON RD #10 SCHNEIDER RAMONA L $35.18 126-570-011 CONDO S 1670 CLAYTON RD #11 WIJAYANTI FENNY $35.18 126-570-012 CONDO S 1670 CLAYTON RD #12 VELEZ FELIX JR TRE $35.18 126-570-029 CONDO S 1670 CLAYTON RD #14 ENTESARY DARYOUSH $35.18 126-570-030 CONDO S 1670 CLAYTON RD #15 FEYGENBERG GENNADIY $35.18 126-570-031 CONDO S 1670 CLAYTON RD #16 PLANSKY DON $35.18 126-570-032 CONDO S 1670 CLAYTON RD #17 DEBONIS JERILYNN TRE $35.18 126-570-033 CONDO S 1670 CLAYTON RD #18 WONG ANTONY $35.18 126-570-034 CONDO S 1670 CLAYTON RD #19 JOHNSON WILLIAM SHAW $35.18 126-570-035 CONDO S 1670 CLAYTON RD #20 NUNLEY VITTORIO & CRISTINA $35.18 126-570-036 CONDO S 1670 CLAYTON RD #21 WATKINS SEAN $35.18 126-570-037 CONDO S 1670 CLAYTON RD #22 GONZALEZ ELVIA $35.18 126-570-038 CONDO S 1670 CLAYTON RD #23 PINE ROBERT M $35.18 126-570-039 CONDO S 1670 CLAYTON RD #24 BRADFORD ZENNAITA $35.18 126-570-040 CONDO S 1670 CLAYTON RD #25 HUDSON JOHN A TRE $35.18 126-570-041 CONDO S 1670 CLAYTON RD #26 WHITE DESHONE $35.18 126-570-042 CONDO S BROWN JACQUELYNE TRE 1670 CLAYTON RD #27 $35.18 126-570-043 CONDO S ARMENTA GILBERT J 1670 CLAYTON RD #28 $35.18 126-580-001 CONDO SANKEY KIRRA 1851 HARRISON ST #1 $4.64 126-580-002 CONDO RING EILEEN 1851 HARRISON ST #2 $4.64 126-580-003 CONDO PREPENA LOLITA S 1851 HARRISON ST #3 $4.64 126-580-004 CONDO WHALEN MICHAEL T 1851 HARRISON ST #4 $4.64 126-580-005 CONDO ARCHULETA JENNIFER 1851 HARRISON ST #5 $4.64 126-580-006 CONDO CHAUDHRI HARKIRAN S & 1851 HARRISON ST #6 $4.64 126-580-007 CONDO NACION ANTONIO R & ETHELYN 1851 HARRISON ST #7 $4.64 126-580-008 CONDO PEREZ FORTUNATO 1851 HARRISON ST #8 $4.64 126-580-009 CONDO KARIMI KAMBIZ 1851 HARRISON ST #9 $4.64 126-580-010 CONDO VASAVADA AMIT TRE 1851 HARRISON ST #10 $4.64 126-580-011 CONDO VANDERGROEN MEISJE 1851 HARRISON ST #11 $4.64 126-580-012 CONDO CHEUNG HO MING & CHRISTINA 1851 HARRISON ST #12 $4.64 126-580-013 CONDO LIN BOR-CHYUAN TRE 1851 HARRISON ST #13 $4.64 126-580-014 CONDO ZUGNONI GARY 1851 HARRISON ST #14 $4.64 126-580-015 CONDO AGUILAR ALEJANDRO 1851 HARRISON ST #15 $4.64 126-580-016 CONDO JONES VICKI M 1851 HARRISON ST #16 $4.64 126-580-017 CONDO MEIER RUSSELL V TRE 1851 HARRISON ST #17 $4.64 126-580-018 CONDO WILLIAMS MATTHEW 1851 HARRISON ST #18 $4.64 126-580-019 CONDO STIFF BRETT J 1851 HARRISON ST #19 $4.64 126-580-020 CONDO PCWW LLC 1851 HARRISON ST #20 $4.64
126-630-002 CONDO C, S SECURITY OWNERS 2280 DIAMOND BLVD #A330 $570.52 126-630-003 CONDO C, S SECURITY OWNERS 2280 DIAMOND BLVD #B410 $257.38 126-630-004 CONDO C, S SECURITY OWNERS 2280 DIAMOND BLVD #C510 $514.46 126-630-005 CONDO C, S SECURITY OWNERS 2280 DIAMOND BLVD #D110 $154.24

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-630-006 CONDO C, S 2280 DIAMOND BLVD #E200 SECURITY OWNERS $154.24 126-640-015 COM T, 1755 GRANT ST CONCORD TECH CENTER PROP $6,794.18 126-640-016 COM T, 2001 CLAYTON RD JAMESTOWN CONCORD TECH $6,473.46 126-641-014 COM T, 1655 GRANT ST CONCORD TECH CENTER PROP $4,986.36 126-641-015 COM T, 2000 CLAYTON RD JAMESTOWN CONCORD TECH $8,777.06 126-641-016 MISC T, 1575 GRANT ST CONCORD TECH CENTER PROP $10,060.14 126-641-017 MISC T, 1575 GRANT ST CONCORD TECH CENTER PROP $5,044.66 126-650-001 CONDO LOUIE STANLEY & JOAQUINA 1771 BROADWAY ST #100 $1.42 126-650-002 CONDO BURNS ISAAC L & CARMEN E 1771 BROADWAY ST #101 $1.42 126-650-003 CONDO KALUHIOKALANI ROBERT P TRE 1771 BROADWAY ST #102 $1.42 126-650-004 CONDO CASTOR SABRINA 1771 BROADWAY ST #103 $1.42 126-650-005 CONDO KUMALO TOKOZANI V 1771 BROADWAY ST #104 $1.42 126-650-006 CONDO FRIEDMAN LESTER TRE 1771 BROADWAY ST #105 $1.42 126-650-007 CONDO FRIEDMAN LESTER TRE 1771 BROADWAY ST #106 $1.42 126-650-008 CONDO ONG TUYET VAN THI 1771 BROADWAY ST #107 $1.42 126-650-009 CONDO WILK LUKASZ 1771 BROADWAY ST #108 $1.42 126-650-010 CONDO SULLIVAN PATSY R TRE 1771 BROADWAY ST #109 $1.42 126-650-011 CONDO TJON JULIAN K 1771 BROADWAY ST #110 $1.42 126-650-012 CONDO LOUIE STANLEY & JOAQUINA 1771 BROADWAY ST #111 $1.42 126-650-013 CONDO DAPLAS MICHAEL PETER C 1771 BROADWAY ST #112 $1.42 126-650-014 CONDO BURKE KERSTIN L 1771 BROADWAY ST #113 $1.42 126-650-015 CONDO GAMA ESTATES LLC 1771 BROADWAY ST #114 $1.42 126-650-016 CONDO WU YONGWEN 1771 BROADWAY ST #115 $1.42 126-650-017 CONDO SULLIVAN PATSY R TRE 1771 BROADWAY ST #116 $1.42 126-650-018 CONDO WHITE DOVE PROPERTIES LLC 1771 BROADWAY ST #117 $1.42 126-650-019 CONDO YOUNG JULIA MICHELLE 1771 BROADWAY ST #118 $1.42 126-650-020 CONDO PEREZ LYDIA DEL CARMEN 1771 BROADWAY ST #119 $1.42 126-650-021 CONDO WU PINGYU 1771 BROADWAY ST #120 $1.42 126-650-022 CONDO JACOBSEN RACHEL A 1771 BROADWAY ST #121 $1.42 126-650-023 CONDO WU YAMING 1771 BROADWAY ST #122 $1.42 126-650-024 CONDO GOSS ROBERT WESLEY TRE 1771 BROADWAY ST #123 $1.42 126-650-025 CONDO KUMALO TOKOZANI V 1771 BROADWAY ST #124 $1.42 126-650-026 CONDO COLLINSHILL PAMELA LERIA 1771 BROADWAY ST #125 $1.42 126-650-027 CONDO CHAN BOON 1771 BROADWAY ST #126 $1.42 126-650-028 CONDO WEI HAI XING 1771 BROADWAY ST #127 $1.42 126-650-029 CONDO PINKARD SAUL 1771 BROADWAY ST #128 $1.42 126-650-030 CONDO LOUIE STANLEY & JOAQUINA 1771 BROADWAY ST #200 $1.42 126-650-031 CONDO LOUIE STANLEY & JOAQUINA 1771 BROADWAY ST #201 $1.42 126-650-032 CONDO SURENKOV YEVGEN 1771 BROADWAY ST #202 $1.42 126-650-033 CONDO THOMASON LYNNETTE 1771 BROADWAY ST #203 $1.42 126-650-034 CONDO BAEK SUN HEE 1771 BROADWAY ST #204 $1.42 126-650-035 CONDO LOUIE STANLEY & JOAQUINA 1771 BROADWAY ST #205 $1.42 126-650-036 CONDO AMINIAN GUITA 1771 BROADWAY ST #206 $1.42 126-650-037 CONDO FRIEDMAN LESTER TRE 1771 BROADWAY ST #207 $1.42 126-650-038 CONDO BELMONT SAMANTHA 1771 BROADWAY ST #208 $1.42

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-650-039 CONDO BAEK MIN SOO 1771 BROADWAY ST #209 $1.42 126-650-040 CONDO SUZUKI NOBUYUKI 1771 BROADWAY ST #210 $1.42 126-650-041 CONDO GILLES MARTHA E TRE 1771 BROADWAY ST #211 $1.42 126-650-042 CONDO PUTNEY BRIANNA 1771 BROADWAY ST #212 $1.42 126-650-043 CONDO WHITE JEROME 1771 BROADWAY ST #213 $1.42 126-650-044 CONDO ALEXAND RICHARD & KAREN 1771 BROADWAY ST #214 $1.42 126-650-045 CONDO ZHENG DANLI 1771 BROADWAY ST #215 $1.42 126-650-046 CONDO MOUSTAFA LAILA TAHER 1771 BROADWAY ST #216 $1.42 126-650-047 CONDO SURENKOV YEUGEN 1771 BROADWAY ST #217 $1.42 126-650-048 CONDO VIERLING JEREMIAH A 1771 BROADWAY ST #218 $1.42 126-650-049 CONDO RAMSLAND MARC L 1771 BROADWAY ST #219 $1.42 126-650-050 CONDO SETO EVA Y 1771 BROADWAY ST #220 $1.42 126-650-051 CONDO JENSEN JON CLARENCE 1771 BROADWAY ST #221 $1.42 126-650-052 CONDO PORTILLO REMBERTO A 1771 BROADWAY ST #222 $1.42 126-650-053 CONDO HUITZ LUISANDRA 1771 BROADWAY ST #223 $1.42 126-650-054 CONDO SHEKHTMAN ANJELIKA L 1771 BROADWAY ST #224 $1.42 126-650-055 CONDO MORECI BARBARA J TRE 1771 BROADWAY ST #225 $1.42 126-650-056 CONDO LEBHERZ JENNIFER 1771 BROADWAY ST #226 $1.42 126-650-057 CONDO RISO MICHAEL DAVID 1771 BROADWAY ST #227 $1.42 126-650-058 CONDO LOOMIS KATHERYN H 1771 BROADWAY ST #228 $1.42 126-650-059 CONDO JILES DANAE D 1771 BROADWAY ST #300 $1.42 126-650-060 CONDO LOUIE STANLEY & JOAQUINA 1771 BROADWAY ST #301 $1.42 126-650-061 CONDO TIFFER RENE F & EVA C 1771 BROADWAY ST #302 $1.42 126-650-062 CONDO LOUIE STANLEY & JOAQUINA 1771 BROADWAY ST #303 $1.42 126-650-063 CONDO CHAN ALBERT & ALEXANDRIA 1771 BROADWAY ST #304 $1.42 126-650-064 CONDO LIU HAO-WEI 1771 BROADWAY ST #305 $1.42 126-650-065 CONDO LOUIE STANLEY & JOAQUINA 1771 BROADWAY ST #306 $1.42 126-650-066 CONDO KUMALO TOKOZANI V 1771 BROADWAY ST #307 $1.42 126-650-067 CONDO SULLIVAN PATSY R TRE 1771 BROADWAY ST #308 $1.42 126-650-068 CONDO ARZAMENDI LUIS A 1771 BROADWAY ST #309 $1.42 126-650-069 CONDO SURENKOV YEVGEN 1771 BROADWAY ST #310 $1.42 126-650-070 CONDO HUGHES CHARLES F 1771 BROADWAY ST #311 $1.42 126-650-071 CONDO ZHOU XINPING TRE 1771 BROADWAY ST #312 $1.42 126-650-072 CONDO KUMALO TOKOZANI V 1771 BROADWAY ST #313 $1.42 126-650-073 CONDO MORECI DAVID JOSEPH 1771 BROADWAY ST #314 $1.42 126-650-074 CONDO MITCHELL MICHAEL CHARLES 1771 BROADWAY ST #315 $1.42 126-650-075 CONDO SMITH TANYA 1771 BROADWAY ST #316 $1.42 126-650-076 CONDO STEPHENSON KENNETH R 1771 BROADWAY ST #317 $1.42 126-650-077 CONDO ADMIRAL CALLAGHAN PROF 1771 BROADWAY ST #318 $1.42 126-650-078 CONDO ENG ERIC J 1771 BROADWAY ST #319 $1.42 126-650-079 CONDO IP MONA MO YIN 1771 BROADWAY ST #320 $1.42 126-650-080 CONDO GELLIDON GREGORIO & MARIA 1771 BROADWAY ST #321 $1.42 126-650-081 CONDO QUITORIANO JUSTIN 1771 BROADWAY ST #322 $1.42 126-650-082 CONDO TO ANH 1771 BROADWAY ST #323 $1.42
126-650-083 CONDO DAVIDSON WILLIAM A TRE 1771 BROADWAY ST #324 $1.42

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
126-650-084 CONDO ELIZALDE MICHAEL 1771 BROADWAY ST #325 $1.42 126-650-085 CONDO ALLEN NUR 1771 BROADWAY ST #326 $1.42 126-650-086 CONDO REILLY DIANE P TRE 1771 BROADWAY ST #327 $1.42 126-650-087 CONDO JOHNSON CASEY M 1771 BROADWAY ST #328 $1.42 126-670-001 COM DOSANJH REAL ESTATE INVEST 1340 CONCORD AVE $411.22 126-670-002 COM DOSANJH REAL ESTATE INVEST CONCORD AVE $318.10 126-670-003 COM DOSANJH REAL ESTATE INV 1330 CONCORD AVE $171.30 126-670-004 COM DOSANJH REAL ESTATE INV CONCORD AVE $209.38 126-680-001 CONDO S 1783 HABITAT WAY KENNEDY DIANE $42.82 126-680-002 CONDO S 1785 HABITAT WAY EGHTESADI NARGES TRE $42.82 126-680-003 CONDO S 1787 HABITAT WAY VALENTINEZ EDUARDO $42.82 126-680-004 CONDO S 1789 HABITAT WAY GALLEGOS GUADALUPE TRE $42.82 126-680-005 CONDO S 1791 HABITAT WAY ZAVALA RAFAEL & MARIA $43.08 126-680-006 CONDO S 1793 HABITAT WAY HEIDELBERG ALVIN & $43.44 126-680-007 CONDO S 1795 HABITAT WAY RODRIGUEZ SOCRATES & $42.54 126-680-008 CONDO S 1797 HABITAT WAY DELGADO JOSE & ALMA $43.64 126-680-009 CONDO S 1799 HABITAT WAY TAUSIG SNEJANA $43.64 126-680-010 CONDO S 1794 HABITAT WAY MOSQUEDA ANTONIO R & $49.56 126-680-011 CONDO S 1792 HABITAT WAY GALVEZ ABEL & ROMMY $42.74 126-680-012 CONDO S 1790 HABITAT WAY ROJAS JUAN & MARTHA $42.74 126-680-013 CONDO S 1788 HABITAT WAY BUIE LYNDA M $42.74 126-680-014 CONDO S RAWLINSON LORRAINE 1786 HABITAT WAY $42.74 126-680-015 CONDO S SERRANO RAUL & MARITZA U 1784 HABITAT WAY $42.74 126-680-016 CONDO S SAGA LAURA P TRE 1782 HABITAT WAY $42.74 127-032-042 COM MEYER-LEWIS COMPANY LLC 1000 SUN VALLEY BLVD $582.36 127-220-012 IND 1241 DIAMOND WAY LLC 1241 DIAMOND WAY $91.48 127-220-013 IND HORN SUSAN E TRE 1231 DIAMOND WAY $94.72 127-220-017 IND SIXTH & BRYANT LLC 1240 WILLOW PASS RD $326.26 127-220-018 IND J E SCHWARTZ PARTNERSHIP 1221 DIAMOND WAY #A $169.04 127-220-021 COM RIVERWALK-PRICE LLC 1280 WILLOW PASS RD #A $1,624.44 127-241-006 COM MH CONCORD CENTRE LLC 1390 WILLOW PASS RD $606.10 127-241-007 COM MH CONCORD CENTRE LLC 1320 WILLOW PASS RD $766.38 128-010-035 MFR S 1642 CLAYTON LLC 1642 CLAYTON RD #1 $277.92 128-010-036 MFR S LANCE BRUCE & ANNETTE TRE 1648 CLAYTON RD $281.66 128-010-037 MFR S LANCE BRUCE & ANNETTE TRE 1650 CLAYTON RD #1-8 $284.90 128-010-038 MFR S PUEBLO PROPERTY HOLDINGS 1636 CLAYTON RD $240.46 128-010-080 MFR S 1630 CLAYTON 1760 PINE ST $328.44
128-010-088 MFR S 1630 CLAYTON & 1650 & 1730 1650 PINE ST $1,168.86 128-440-001 MFR 1630 CLAYTON & 1650 & 1730 1730 PINE ST #1 $7.90 128-440-002 MFR 1630 CLAYTON & 1650 & 1730 1730 PINE ST #3 $7.90 128-440-003 MFR 1630 CLAYTON & 1650 & 1730 1730 PINE ST #5 $30.82 153-230-007 COM TAUBMAN LAND ASSOCIATES 715 CONTRA COSTA BLVD $927.48 153-230-021 COM TAUBMAN LAND ASSOCIATES 410 SUN VALLEY MALL $220.34 153-230-022 COM TAUBMAN LAND ASSOCIATES 1053 SUN VALLEY BLVD $5,983.08 153-230-023 COM TAUBMAN LAND ASSOCIATES 901 SUNVALLEY BLVD $745.60

CITY OF CONCORD
Downtown Landscape Maintenance District
Fiscal Year 2024-25
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
Property
Class
Special
Benefit
Zone Property Address
T = Todos Santos Zone
C = Collector Median Zone
S = Streetscape Zone
Special Benefit Zone Legend:
153-230-024 COM TAUBMAN LAND ASSOCIATES CONTRA COSTA BLVD $582.64 153-230-025 COM TAUBMAN LAND ASSOCIATES 1001 SUN VALLEY BLVD $3,249.02 153-250-003 COM LES SCHWAB WAREHOUSE 625 CONTRA COSTA BLVD $81.78 153-250-008 COM RTSF PETRO VENTURES INC 627 CONTRA COSTA BLVD $101.46 153-250-009 COM SALKHI ALI & SOURI M TRE 605 CONTRA COSTA BLVD $52.00 TOTAL: $497,612.44

City of Concord
Pine Hollow Estates Landscape &
Lighting Maintenance District
Fiscal Year 2024-25
Final Engineer’s Report
May 28, 2024
Attachment 6

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Table of Contents i

TABLE OF CONTENTS
Page No.

City Council Members and City Staff .............................................................................ii Signatures ...................................................................................................................iii Section I - Introduction.................................................................................................. 1 Section II – Engineer’s Report...................................................................................... 2 Part A - Plans and Specifications................................................................ 4 Part B - Estimate of Cost............................................................................. 5 Table 1: Cost Estimate................................................................... 5 Part C - Assessment District Diagram......................................................... 7 Part D - Method of Apportionment of Assessment ...................................... 9 Table 2: Assessment Rate per Benefit Zone................................ 10 Part E - Property Owner List & Assessment Roll ...................................... 11 Appendix “A” – Recommended Capital Replacement Reserve Analysis Appendix “B” – Fiscal Year 2024-25 Assessment Roll

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Council Members and City Staff ii

CITY COUNCIL MEMBERS AND CITY STAFF
Edi E. Birsan
Mayor
Carlyn Obringer
Vice Mayor
Dominic Aliano
Council Member
Laura Hoffmeister
Council Member
Laura Nakamura
Council Member
Valerie Barone
City Manager
Susanne Brown
City Attorney
Joelle Fockler
City Clerk
Francisco & Associates
Assessment Engineer

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Signature
iii

ENGINEER'S REPORT

CITY OF CONCORD

PINE HOLLOW ESTATES LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT The undersigned, acting on behalf of Francisco & Associates, respectfully submits the enclosed Engineer's Report as directed by the City of Concord City Council pursuant to the provisions of Article XIIID, Section 4 of the California Constitution, and the Landscaping and Lighting Act of 1972, Sections 22500 seq. of the California Streets and Highways Code. The undersigned certifies that he is a Professional Engineer, registered in the State of California.

Dated: May 3, 2024 Engineer of Work
_____________________________
Eduardo R. Espinoza, P. E.

R.C.E. No. 83709
I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached, was filed with me on the _______ day of , 2024.
_____________________________
Joelle Fockler, City Clerk
City of Concord
Contra Costa County, California
I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached, was approved, and confirmed by the Council of the City of Concord, Contra Costa County, California, on the day of , 2024.
_____________________________
Joelle Fockler, City Clerk
City of Concord
Contra Costa County, California

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Section I – Introduction 1 SECTION I

INTRODUCTION

ENGINEER'S REPORT

CITY OF CONCORD

PINE HOLLOW ESTATES LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT FISCAL YEAR 2024-25
Current Annual Administration
To ensure a flow of funds for the construction, operation, maintenance, and servicing of specified improvements within the boundaries of the City of Concord's Pine Hollow Estates Landscape and Lighting Maintenance District ("District"); the City Council will renew the District this fiscal year. The boundaries of the District are shown on the Assessment Diagram and incorporated in this report as Part “C”.

The District was formed in 1986 pursuant to Resolution No. 86-89 of the City Council under the provisions of Part 2 of Division 15 of the California Streets and Highways Code, Sections 22500 through 22679.

The costs of operation, maintenance, and servicing of the improvements to be funded by the District will be apportioned to each parcel within the District in proportion to the special benefit it receives. The method of assessment may be amended from time to time by the City Council, in order to apportion the costs in relation to the benefits being received. However, if the assessments are increased from the prior year, they will be subject to the noticing and balloting procedures referenced in Proposition 218.

Payment of the assessment for each parcel will be made in the same manner and at the same time as payments are made for property taxes. All funds collected through the assessment must be placed in a special fund and can only be used for the purposes stated within this report.

As required by the Landscaping and Lighting Act of 1972, this Engineer's Report describes the improvements to be constructed, operated, maintained, and serviced by the District for Fiscal Year 2024-25, provides a cost estimate for the District, and lists the proposed assessments to be levied upon each assessable lot or parcel within the District.

The City will hold a Public Hearing on May 28, 2024 to provide an opportunity for any interested person to be heard. At the conclusion of the Public Hearing, the City Council may adopt a resolution confirming the levy of assessments as originally proposed or as modified. Following the adoption of this resolution, the final assessor's roll will be prepared and filed with the Contra Costa County Auditor's office to be included on the Fiscal Year 2024-25 tax roll.

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Section II – Engineer’s Report 2 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 CONCORD

PINE HOLLOW ESTATES LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT FISCAL YEAR 2024-25
Pursuant to the Landscaping & Lighting Act of 1972 (Part 2 of Division 15 of the Streets and Highways Code of the State of California, commencing with Section 22500) and in accordance with Resolution No. 24-23 accepting the Preliminary Engineer’s Report, and the Resolution of Intention (ordering improvements and setting the Public Hearing Date), being Resolution No. 24-27, both adopted on April 23, 2024 by the City Council of the City of Concord, I, Eduardo R. Espinoza, the duly appointed Engineer of Work, Assessment Engineer for the City of Concord Pine Hollow Estates Landscape & Lighting Maintenance District (“District”), submit the following “Report” consisting of five (5) parts as follows:

PART A: PLANS AND SPECIFICATIONS
This part describes the improvements in the District. Plans and specifications for the improvements are as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk of the City of Concord, and are incorporated herein by reference.

PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposed improvements for Fiscal Year 2024-25, including incidental costs and expenses in connection therewith, as set forth on the lists thereof, attached hereto, and are on file in the Office of the City Clerk of the City of Concord.

PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates, by reference, 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 City Clerk of the City of Concord. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the Contra Costa County Assessor for the year when this Report was prepared. The Assessor's maps and records are incorporated by reference herein and made part of this Report.

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Section II – Engineer’s Report 3 PART D: METHOD OF APPORTIONMENT OF ASSESSMENT
This part describes the method of apportionment of assessments based upon the parcel classification of land within the District, and in proportion to the estimated benefits to be received.

PART E: PROPERTY OWNER LIST & ASSESSMENT ROLL
This part contains an assessment of the estimated cost of the improvements apportioned on each benefited lot or parcel of land within the District. The Assessment Roll is filed in the Office of the City Clerk of the City of Concord and is incorporated within this Report as Appendix “B”.

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Section II – Part A 4 PART A

PLANS AND SPECIFICATIONS
The facilities, which have been constructed within the City of Concord's Pine Hollow Estates Landscape and Lighting Maintenance District boundaries, and those which may be subsequently constructed, will be operated, maintained, and serviced as generally described as follows:

DESCRIPTION OF IMPROVEMENTS
The following improvements are proposed to be operated, maintained, and serviced in the Pine Hollow Estates Landscape and Lighting Maintenance District for Fiscal Year 2024-25:

Landscaping in center island medians, streetscapes, parks, landscaped easements, and appurtenant structures (i.e.: retaining walls) located within the District boundaries.

Services include, but are not limited to: personnel, electrical energy, utilities such as water, materials, contractual services, grading, clearing, removal of debris, installation or construction of curbs, gutters, walls, sidewalks, paving, irrigation, drainage, hardscapes, trees, furnishings such as pots, bollards, tree grates, and appurtenant facilities as required to provide an aesthetically pleasing environment throughout the District; and other items necessary for the maintenance or servicing or both, including the facilities described below.

Maintenance means the furnishing of services and materials for the ordinary and usual operations, maintenance and servicing of the landscaping, public park facilities and appurtenant facilities, including repair, removal or replacement of all or part of any of the landscaping, public park or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; and the removal of trimmings, rubbish, debris and other solid waste. Servicing means the furnishing of water for the irrigation of the landscaping, and recreational facilities or appurtenant facilities.

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Section II – Part B 5 PART B

ESTIMATE OF COST
The 1972 Act provides that the District can recover the total cost of installation, construction, operation, maintenance, and servicing of landscaping and appurtenant facilities. Maintenance can include the repair and replacement of existing facilities.

Servicing can include electrical and associated costs from a public utility. Incidental expenses, including administration of the District, engineering fees, legal fees, printing, posting, and mailing of notices, and all other costs associated with the annual collection process can also be included.

The operation, maintenance, and servicing costs for Fiscal Year 2024-25, as provided by the City of Concord, are summarized below.

Fund Balance July 1 (1) $677,523 $668,760
$677,523 $668,760
Add Revenues:

Assessments $61,755 $61,755
Use of Money & Property $14,669 $14,669
Contribution from Fund Balance $0 $0
Total Revenues $76,424 $76,424
Less Appropriations
Landscape Services $46,150 $34,386
Maintenance & Repairs $10,612 $10,612
City Staff Time $0 $0
Gas & Electricity $1,012 $1,012
Contract Services $0 $0
Special Project $0 $0
Water & Miscellaneous $26,522 $26,522
Assessment Engineering & Others $0 $3,000
Printing, Publishing & Mailing $481 $481
County Collection Fees $411 $411
Total Expenditures $85,188 $76,424
Revenues Over (Under)
Appropriations ($8,763) $0
Reserves
Contingency $9,000 $8,000
Operating Reserves (50% maximum) (2) $42,594 $38,212
Total Reserves $51,594 $46,212
Projected Fund Balance on June 30(3) $617,166 $622,548
1 Fiscal Year 2024-25 starting Fund Balance equals the estimated Fiscal Year 2023-24 ending fund balance plus the Fiscal Year 2023-24 Reserves.
2 Because the City receives the assessment revenue in late December and late April of the following year, the City needs to ensure it has at least 50% operating reserves to cover the period from July 1 through December 31. 3 Fund balances are held to contribute towards operational costs when expenditures exceed revenues or may accumulate for the replacement of District improvements as needed and as funds allow. Refer to Appendix "A" for the Recommended Capital Replacement Reserve Analysis.

Fiscal Year 2024-25
Fiscal Year 2024-25 Cost Estimate
TABLE 1: Pine Hollow Estates Landscape and Lighting Maintenance District Fiscal Year 2023-24

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Section II – Part B 6 The 1972 Act requires that a special fund be set up for the revenues and expenditures of the District. Funds raised by the assessments shall be used only for the purpose as stated herein. A contribution to the Pine Hollow Estates Landscape & Lighting Maintenance District may be made to reduce assessments, as the City Council deems appropriate. Any balance remaining on July 1 must be carried over to the next fiscal year unless the funds are being accumulated for future capital improvements and operating reserves.

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Section II – Part C 7 PART C

ASSESSMENT DISTRICT DIAGRAM
The City of Concord Pine Hollow Estates Landscape and Lighting Maintenance District includes all parcels of land within the District boundaries as indicated on the referenced Assessment Diagram. All included parcels are identified by the Contra Costa County Assessor's Parcel Numbers, for the current fiscal year, on the attached Assessor's Roll.

A detailed description of lines and dimensions for various lots or parcels within the District are incorporated by reference to the parcel maps on file at the Contra Costa County Assessor's Office.

A copy of the Assessment Diagram is on file in the Office of the City Clerk of the City of Concord, and a reduced copy is included in this Report on the following page.

City of Concord
Pinehollow Landscape & Lighting Maintenance District
Sheet 1 of 1
1,000 0 1,000 Feet
LEGEND
District Boundary
Concord City Limit
Pine Hollow Estates
City View

ROLLING WOODS WAY

PINE HOLLOW RD

PINE HOLLOW RD

VIA ENSENADA CT

ROCK CREEK WY

PASO DEL RIO CT

GLENWILLOW LN

ROLLING WOODS WAY

VISTA POINTLN

VISTA POINT CT

NEW YORK

MORENGO DR

GRASSWOOD CT

VISTA POINTLN

DISCOVERY WY

DISCOVERY WY

DISCOVERY WY

ROCK CREEK CT

LYNBROOK PL

SILVER SAGE CT

SUN CLOUD CT PASO DEL RIO WY

PASO DEL RIO WY

GRASSWOOD CIR
¯

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Section II – Part D 9 PART D

METHOD OF APPORTIONMENT OF ASSESSMENT

GENERAL
Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of assessment districts by Agencies for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping and street lighting improvements.

Section 22573 of the Landscaping and Lighting Act of 1972 requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states:
"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 benefit to be received by each such lot or parcel from the improvements."
“The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with
Section 5000) [of the Streets and Highways Code, State of California]."
In addition, Article XIIID, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property.

Because assessments are levied on the basis of benefit, they are not a tax, and, therefore, are not governed by Article IIIA of the California Constitution.

The 1972 Act permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement" (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax."
Article XIIID provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts, and public parkways.

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Section II – Part D 10 BENEFIT ZONE CLASSIFICATION
The City of Concord's Pine Hollow Estates Landscape and Lighting Maintenance District was formed to provide a funding source for the operation, maintenance, and servicing of landscaping improvements within the boundaries of the District. All parcels within the District benefit from the subdivision landscaping.

LANDSCAPING BENEFIT DETERMINATION
Trees, parks, landscaping, and hardscaping, if well maintained, provide beautification, shade, and the enhancement of the desirability of the surroundings, thereby providing a special benefit. These improvements provide special and direct benefits to each property located within the District.

Pine Hollow Benefit Zone:

The Pine Hollow Benefit Zone has 425 parcels of which 401 are designated as singlefamily residential and 24 are designated as open space or utility right-of-way. Each single-family residential parcel within the district is assessed based on the special benefit it receives from the operation, maintenance, and servicing of the landscaping improvements. Open space parcels or utility right-of-way receive no benefit; therefore, they are not assessed.

ASSESSMENT METHODOLOGY/BENEFIT NEXUS
The total operation, maintenance and servicing costs for the landscaping and greenbelt improvements are apportioned to each parcel in proportion to the size in square feet of the dwelling as originally built compared to the total square footage of the dwellings originally constructed within the district. Table 2 below indicates the assessment rates per benefit zone.

Benefit Zone
Assessable
No. of Parcels
Total Building
Sq. Ft.

Assessment
Amount1
Rate Per Bldg.

Sq. Ft.

Pine Hollow 401 731,026 $61,755.46 $0.08448
1 Includes County required rounding adjustments.

Table 2: Pine Hollow Estates Landscape and Lighting Maintenance District Table 2: Assessment Rate Per Benefit Zone

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Section II – Part E 11 PART E

PROPERTY OWNER LIST & ASSESSMENT ROLL
A list of names and addresses of the owners of all parcels within the City of Concord's Pine Hollow Estates Landscape and Lighting Maintenance District is shown on the last equalized Property Tax Roll of the Contra Costa County Assessor, which is hereby made a part of this report. This list is keyed to the Assessor's Parcel Numbers as shown on the Assessment Roll on file in the Office of the Concord City Clerk.

The proposed assessments and the amount of assessments for Fiscal Year 2024-25 apportioned to each lot or parcel, as shown on the latest roll at the Assessor's Office, are on file in the Office of the City Clerk. The description of each lot or parcel is part of the records of the Contra Costa County Assessor and these records are, by reference, part of this Report.

The total proposed assessment for Fiscal Year 2024-25 is $61,755.46.

The Assessment Roll for Fiscal Year 2024-25 is included in Appendix “B” of this Report.

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Appendix A
APPENDIX “A”

RECOMMENDED CAPITAL REPLACEMENT RESERVE

ANALYSIS

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Appendix A
Quantity
Estimated
Unit Cost
(2024 Dollars)
Estimated
Replacement Cost
(2024 Dollars)
Useful
Life
(Years)
Remaining
Life As of
6/30/24
(Years)
Recommended
Annual Reserve
Collection
Pathway 4,800 SF $23.15 $111,135 20 2 $5,557
Parking Lots 1,886 SF $23.15 $43,667 20 2 $2,183
Utility Retaining Structure
(Redwood) 2,790 LF $154.35 $430,649 20 Varies* $21,532
Tot Lot/Other 1 Each $61,741.85 $61,742 20 2 $3,087
TOTAL $647,194 $32,360
* The useful life of the improvement varies from structure to structure based on varying levels of need. For the purposes of determining the recommended capital replacement reserve to be held and collected annually, the remaining useful life is estimated to be two (2) years.

Recommended Capital Replacement Reserve Analysis

City of Concord Pine Hollow Estates Fiscal Year 2024-25 Landscape & Lighting Maintenance District Appendix B
APPENDIX “B”
FISCAL YEAR 2024-25

ASSESSMENT ROLL

CITY OF CONCORD
Pine Hollow Estates Landscape & Lighting Maintenance District Fiscal Year 2024-24
Assessment Roll
Assessor
Parcel
Number
Assessment
Property Owner Amount
121-231-001 MULLIN KEVIN J & BRIANA R $83.46
121-231-002 ARMES ALICE LILLIAN TRE $70.46
121-231-003 MCCLINTOCK THOMAS $109.14
121-231-004 GABEL LINDA A TRE $78.56
121-231-005 RUSSELL PAUL E & PAMELA M TRE $78.56
121-231-006 SCHULZE STEVEN & LINDA R $78.56
121-231-007 STARR KAREN D $70.46
121-231-008 ZACHARY JOYCE A TRE $83.46
121-231-009 DESIDERIO-CHAVEZ CARLA ANN $78.56
121-231-010 STEPHENSON LAURA L TRE $70.46
121-231-011 MIRANDA KENNETH & MARCELLA TRE $109.14
121-231-012 BLAIR NEVADA D M TRE $109.14
121-231-013 MOSBAUER JADWIGA $83.46
121-231-014 JOHNSON MICHELLE $70.46
121-231-015 QUATTROCIOCCHE KELLY J $78.56
121-231-016 BALIDO EDITH A TRE $78.56
121-231-017 TBW PROPERTIES LLC $109.14
121-231-018 LO CHI YING & CHUNG HSU $109.14
121-231-019 WILSON VICKY $83.46
121-231-020 VIDA RAMONA J & TEDPATRICK V $70.46
121-232-001 STUDEBAKER JOHN DONALD $91.14
121-232-002 GALL ROXANNE $91.14
121-232-003 WALKER DANIEL & LAUREN $91.14
121-232-004 MALDONADO CARLOS & CARISA M $91.14
121-232-005 NEWTON NORMA CLAIRE TRE $91.14
121-232-006 GHOSE SUNIL K & PRATIBHA TRE $91.14
121-232-007 HILDRETH MARK A TRE $91.14
121-232-008 VARELA KIMBERLY & HENRY A $91.14
121-232-009 LEE JAMES & MIHEE $180.36
121-232-010 ZAKA ABDUL AZIZ & FOWZIA TRE $144.96
121-232-011 BUDDE SHARON A TRE $134.58
121-232-012 DEGNAN MICHAEL L II TRE $144.96
121-232-013 MOTIE BABAK TRE $134.58
121-232-014 RAMANI SHYAM J & LATA TRE $144.96
121-232-015 TRIMBLE BRETT A & JACQUELINE A $134.58
121-232-016 SOKUA JOANNA UY TRE $144.96
121-232-017 AGAZZI DAVID J & LAWREEN TRE $144.96
121-232-018 TELLEZ AMANDA $144.96
121-232-019 NORTON STEVEN F & JUDITH I TRE $137.96
121-232-020 SANDOZ ERIC S & ANGELA A TRE $180.36
121-232-021 ALSHVANG SVETLANA $132.88
121-241-001 FISHER LAWRENCE T & MONALIZA E $180.36
121-241-002 MUEGGE CAROLINE V TRE $142.94
121-241-003 BALIDO EDITH A TRE $137.96
Assessor
Parcel
Number
Assessment
Property Owner Amount
121-241-004 BROOKS ANTHONY & CAROL N $180.36
121-241-005 OHARA BARBARA A TRE $122.16
121-241-006 DAY MARK F & ELAINE R $142.94
121-241-007 OTOOLE PETER J & CHERYL AG $155.70
121-241-008 BADIOZZAMAN AKHTAR $122.16
121-241-009 LOWE BILL & NORA PING TRE $132.88
121-241-010 DACO JON & RACHELLE R $137.96
121-241-011 MEGIA REXIE $184.76
121-241-012 KIRSCHNER EILEEN V N $142.94
121-241-013 VANDYKE STEVE & BONNIE $155.70
121-241-014 CAPELLO JORGE EDUARDO $122.16
121-241-015 BARBERO MARTIN JOHN TRE $137.96
121-241-016 HAWKYARD EDGAR W $142.94
121-241-017 LADHARI MOHAMED ZIED $122.16
121-241-018 WEISS CARL S & ELIZABETH K $142.94
121-241-019 MERCADO MICHAEL F & LEANNE GAI $180.36
121-241-020 LORENTZEN PETER & JENNIFER $155.70
121-241-021 RODRIGUEZ SAUL S & OLIVIA Z $180.36
121-241-022 BREDLEAU JACOB C & LIVIA M $122.16
121-242-001 LASCANO RICHARD R TRE $137.96
121-242-002 HATEFI AMIR PARVIZ TRE $132.88
121-242-003 COOPER REID A & TRACEY A $122.16
121-242-004 WALDEN KENNETH M & WENDY $184.76
121-242-005 RADITCHKOV JELEZ TRE $132.88
121-242-006 ALIOTTI PAUL JR & PATRICIA TRE $137.96
121-242-007 MURRY MARK L $122.16
121-242-008 SULLIVAN JERRY P $184.76
121-242-009 WILLIS MILDRED TRE $142.94
121-242-010 SBARRO MARICELA & VINCENT J $155.70
121-242-011 RODRIGUEZ DEBRA A $122.16
121-242-012 TAYLOR VALERIE A TRE $142.94
121-242-013 YOUNG JAMES C & JANE C TRE $180.36
121-242-014 BIRD CLYDE D III & PAMELA TRE $122.16
121-242-015 DEMARTINI ERIN $184.76
121-242-016 DIMOND TREVOR TRE $142.94
121-242-017 KADEL FREDERICK TRE $137.96
121-242-018 CHEW KA YIN PAUL TRE $155.70
121-242-019 HERRERA MICHAEL & LISSETTE $132.88
121-242-020 RAMEY BILL R JR & ERIN L TRE $180.36
121-242-021 DASILVA FERNANDO & DORIS TRE $122.16
121-242-022 VOGLER CAROLLYN J $70.46
121-242-023 THOMAS PATRICIA $70.46
121-242-024 MAPES PAUL A & MAUREEN T $109.14
121-242-025 MOORE KATHLEEN A $109.14