City of Hercules
Baywood Landscaping and Lighting
Assessment District No. 2004-1
Fiscal Year 2022-23
Preliminary Engineer’s Report
May 10, 2022
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 TABLE OF CONTENTS
TABLE OF CONTENTS
Page No.
Directory ................................................................................................................ i
Signatures ............................................................................................................. ii
Section I – Introduction ......................................................................................... 1
Section II – Engineer’s Report .............................................................................. 2
Part A – Plans and Specifications ................................................................... 5
Part B – Estimate of Cost ................................................................................ 7 Table 1: Budget............................................................................... 8
Part C – Assessment District Diagram ............................................................ 9
Part D – Method of Apportionment of Assessments ...................................... 11
Part E – Property Owner List & Assessment Roll .......................................... 16
Appendix A – Improvements Diagram ............................................................... A-1
Appendix B – Public Property Assessments ...................................................... B-1
Appendix C – Assessment Roll ........................................................................ C-1
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 DIRECTORY
i
CITY OF HERCULES
BAYWOOD
LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2004-1
FISCAL YEAR 2022-23
CITY COUNCIL MEMBERS AND CITY STAFF
Dion Bailey
Mayor
Alexander Walker-Griffin
Vice Mayor
Dan Romero
Council Member
Chris Kelley
Council Member
Tiffany Grimsley
Council Member
Dante Hall
City Manager
Patrick Tang
City Attorney
Edwin Gato
Finance Director
Lauren Berges
Administrative Services Director/City
Clerk
Mike Roberts
Public Works Director
Francisco & Associates
Assessment Engineer
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 ENGINEER’S REPORT
ii
ENGINEER’S REPORT
CITY OF HERCULES
BAYWOOD
LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2004-1
FISCAL YEAR 2022-23
The undersigned respectfully submits the enclosed Engineer’s Report as directed by the City Council.
Dated: April 28, 2022 By___________________________________ Eduardo R. Espinoza, P.E.
RCE 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 ________, 2022.
L auren Berges, City Clerk
City of Hercules
Contra Costa County, California
By___________________________________
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 City Council of the City of Her cules, Contra Costa County, California, on the _________ day of _______, 2022.
L auren Berges, City Clerk
City of Hercules
Contra Costa County, California
By___________________________________
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 ENGINEER’S REPORT
1 SECTION 1
INTRODUCTION
Background Information
The land which lies within the boundaries of the Vesting Tentative Map for Subdivision 8599, (known hereafter as “ Baywood”) was formerly assessed as vacant commercial land, designated as Zone 5C within City of Hercules Landscaping and Lighting Assessment District No. 83 -2 (LLAD 83- 2). Baywood was required to install landscaping, streetlighting, park and recreational improvem ents as a condition of approval of the development. The Baywood improvements are distinct from other improvements within the existing LLAD 83- 2 and require a higher level of maintenance.
In April of 2004 an assessment ballot was mailed to the property owners within the boundaries of Baywood on the matter of detaching the subject property from the existing LLAD 83- 2, forming the Baywood Landscaping and Lighting Assessment District No. 2004- 1 (the “District”), approving a maximum amount of individual maintenance assessments for future years and authorizing an index by which the stated maximum amount of individual maintenance assessments could be increased in future years without the need for an assessment ballot procedure otherwise required by Section 4 of Article XIIID for an “increased assessment.”
The City Council adopted Resolution 04-035 on April 13, 2004. This resolution detached Baywood from LLAD 83- 2, formed the District, levied the first annual assessment and authorized the City Council to annually adjust assessment rates according to the index as set forth in the Engineer’s Report. The index defined in the Engineer’s Report is the change in the Bay Area’s Annual Consumer Price Index (CPI) for the previous calendar year.
At the April 27, 2021 Council Meeting, the City Council approved the use of a Promissory Note wh ich authorized an inter-fund loan from the City’s General Fund Reserves to the District. The inter -fund loan provided up-front funding for the costs associated with the removal and replacement of trees benefitting the properties within the District. The loan has a zero-interest rate with no pre- payment penalty and will be repaid in a maximum of ten annual installments with assessment revenue generated through the District from FY 2021- 22 through FY 2030- 31. The term of the loan commenced on July 1, 2021 and will expire July 1, 2031.
Current Annual Administration
As required by 1972 Act, this Report describes the improvements to be constructed, operated, maintained and serviced by the District for FY 2022-23, provides an estimated budget for the District and lists the proposed assessments to be levied upon each assessable lot or parcel within the District.
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 ENGINEER’S REPORT
2 The Hercules City Council may amend the method of assessment from time to time in order to apportion the costs in relation to the special benefits bei ng received. However, any increase in the assessments from the prior year, other than the annual increase from the CPI adjustment, will be subject to the applicable requirements of Proposition 218.
The Hercules City Council will hold a Public Hearing on June 28, 2022 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. 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 FY 2022-23 tax roll.
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.
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 ENGINEER’S REPORT
3 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 HERCULES
BAYWOOD
LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2004-1
FISCAL YEAR 2022-23
Pursuant to the Landscaping and Lighting Act of 1972 (Part 2 Division 15 of the Streets and Highways Code of the State of California, commencing with Section 22500), and in accordance with the Resolution of Intention, being Resolution No. adopted by the City Council of the City of Hercules on May 10, 2022, I, Eduardo R. Espinoza, the duly appointed Engineer of Work, Assessment Engineer for the City of Hercules Baywood Landscaping and Lighting Assessment Distri ct No. 2004-1 ( the “District”) submit the following Report, consisting of Section I (Introduction), and this , Section II, which consists of five (5) parts as follows:
PART A: PLANS AND SPECIFICATIONS
This part describes the improvements maintained by the District. Plans and specifications for the improvements on file in the Office of the Director of Public Works of the City of Hercules, and are incorporated herein by reference.
PART B: ESTIMATE OF COST
This part contains an estimate of the cost of the proposed improvements to be maintained for FY 2022-23, including incidental costs and expenses in connection therewith. The estimate is attached hereto, and is on file in the Office of the Director of Public Works of the City of Hercules.
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 ENGINEER’S REPORT
4 PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates a Diagram of the District showing the exterior boundaries of the District, the boundaries of any zones within the District and the lines and dimensions of each lot or parcel of land within the District. This Diagram has been prepared by the Engineer of Work and is on file in the Office of the Director of Public Works of the City of Hercules.
The lines and dimension 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 a part of this Report.
PART D: METHOD OF APPORTIONMENT OF ASSESSMENTS
This part describes the method of apportionment of assessments, based upon each parcel’s land use classification within the District in proportion to the estimated special benefits to be received.
PART E: PROPERTY OWNER LIST & ASSESSMENT ROLL
This part contains a list of the Contra Costa County Assessor’s Parcel numbers, and the amount to be assessed upon the benefited lands within the District. The Assessment Roll is filed in the Office of the City Clerk of the City of Hercules and is incorporated in this Report. The list is keyed to the records of the Contra Costa County Assessor, which are incorporated herein by reference.
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART A
5 PART A
PLANS AND SPECIFICATIONS
The facilities that have been constructed within the District boundaries, and those which may be subsequently constructed, will be operated, maintained and serviced as generally described below:
The park landscaping and streetlight ing improvements to be maintained by the District are shown on the preliminary Landscape Plans for Baywood prepared by Melvin Lee Associates, dated October 2003 , and the final landscape plans submitted, which plans are available for review in the O ffice of the Director of Public Works and are incorporated into this report by reference. Areas to be maintained are located within rights of way, which are dedicated to the public on the subdivision final maps. An “Improvements Diagram” is included in Ap pendix “A” of this report. This diagram shows the improvements and maintenance services to be funded by the District . The areas indicated on the improvements diagram to be maintained by the Homeowners Association or “HOA” have not been dedicated to the public and are not funded by District assessments.
The “Neighborhood” improvements to be maintained are defined as landscaping and lighting improvements along public streets and parkways and the medians within the development. Improvements to be maintained include trees, shrubs, vines, ground cover, turf, and streetlights. The services to be provided include but are not limited to litter and debris removal, graffiti abatement, irrigation system adjustment, maintenance and repairs; landscape structure repair s and painting; pruning, staking, fertilizing, plant replacement and restoration; weed control; erosion control; trimming of vegetation and removal of debris in the area.
The “City -wide” improvements to be maintained and paid for by Baywood property owners are generally defined as arterial/major roadway landscape and lighting maintenance. Improvements to be maintained include trees, shrubs, vines, ground cover, turf, and streetlights. The services to be provided include but are not limited to litter and debris removal, graffiti abatement, irrigation system adjustment, maintenance and repairs; landscape structure repairs and painting; pruning, staking, fertilizing, plant replacement and restoration; weed control; erosion control; trimming of vegetation and removal of debris in the area.
Improvements means one or any combination of the following: the installation or planting of landscaping, the installation or construction of statuary, fountains, and other ornamental structures and facilities; the installation or construction of public lig hting facilities; the installation or construction of any facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris, the installation BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART A
6 or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities; the maintenance or servicing, or both, of any of the foregoing; the acquisition of any existing improvement ot herwise authorized pursuant to this section.
Maintenance means the furnishing of services and materials for the ordinary and usual operations, maintenance and servicing of the landscaping, streetlight ing, public park and recreational facilities and appurtenant facilities, including repair, removal or replacement of all or part of any of the landscaping, streetlight ing, public park , sidewalks, and recreational facilities or appurtenant facilities; provi ding for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing and treating for disease or injury; the removal of trimmings, rubbish, debris and other solid waste; and the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
Servicing means the furnishing of water for the irrigation of the landscaping and the maintenance of any streetlight ing facilities or appurtenant facilities and the furni shing of electric current or energy, gas or other illuminating agent for the streetlight ing, public park and recreational facilities or appurtenant facilities.
Incidental expenses associated with the improvements including, but not limited to: the cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment; the costs of printing, advertising, and the publishing, posting and mailing of notices; compensation payable to the County for collection of assessments; compensation of any engineer or attorney employed to render services; any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements; costs associated with any elections held for the approval of a new or increased assessment ; any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5 of the Landscape and Lighting Act of 1972.
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART B
7 PART B
ESTIMATE OF COST
The 1972 Act provides that the total cost of installation, construction, operation, maintenance and servicing of landscaping, streetlight ing and park and recreational facilities can be recovered by the District. Maintenance can include the repair and replacement of existing facilities , including graffiti removal . 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 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.
The operation, maintenance and servicing costs for FY 2022-23 are summarized on the following page. These cost estimates were provided by the City of Hercules.
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART B
8 TABLE 1
*All parcels in the City pay their share of special benefit conferred to property on a per ERU basis for costs related to the City's Arterials/Major Roads landscaping and streetlight ing improvements. The FY 2022-23 estimated budget for the City's Arterial/ Major Roads landscaping and streetlight ing improvements is approximately $333,000. Therefore, the transfer amounts for Arterials /Major Roads landscaping and lighting are based on an allocation to each parcel of $32.21/ERU.
REVENUES
Assessments $151,788
Public Agency Assessments $6,147
General Benefit Contribution $2,813
TOTAL REVENUES: $160,748
ESTIMATED ANNUAL EXPENDITURES
Personnel $40,448
Transfer for Arterials/Major Roads Landscape and
Lighting Maintenance* $2,700
Landscaping, Open Space, and Associated Repairs $40,000 Plant Replacements $1,500
Tree Trimming $10,000
Electricity and Streetlight Repairs $3,300
Landscape and Facilities Water $30,000
Supplies and Vehicle Repairs $0
Assessment Engineering Cost $4,074
Incidental / Direct Admin Cost $11,000
County Fees $311
TOTAL ANNUAL EXPENDITURES: $143,333
CAPITAL IMPROVEMENT PROJECTS (CIP)
Tree Replacement (10-year loan repayment) $14,700
Other Capital Improvement Projects $0
TOTAL CIP EXPENDITURES: $14,700
TOTAL EXPENDITURES
TOTAL ANNUAL AND CIP EXPENDITURES: $158,033
FUND BALANCE INFORMATION
Beginning Balance - Projected July 1, 2022 $88,369
FY 2022-23 Reserve Collection Increase/(Decrease) $2,715 Ending Balance - Projected June 30, 2023 $91,084
Recommended Operating Reserves $79,017
Available Operating Reserves $79,017
Available Capital Reserves $12,067
DISTRICT STATISTICS
Total Parcels 81
Total Parcels Levied 80
Total Equivalent Residential Units (ERU) 81.159
Maximum Levy per Benefit Unit $2,665.24
Applied Levy per Benefit Unit $1,946.00
LANDSCAPING AND LIGHTING DISTRICT NO. 2004-1
(BAYWOOD)
INCOME AND EXPENSE
FISCAL YEAR 2022-23
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART C
9 PART C
ASSESSMENT DISTRICT DIAGRAM
The boundaries of the District are contiguous with the boundaries of Subdivision 8599.
The lines and dimensions of each parcel within the District are those lines and dimensions shown on the maps of the Contra Costa County Assessor for the year in which this Report was prepared and are incorporated by reference herein and made part of this Report.
A reduced copy of the Assessment Diagram is shown on the following page. /67/105/116/121/32/111/102/32/72/101/114/99/117/108/101/115 /67/73/84/89/32/79/70/32/72/69/82/67/85/76/69/83
/76/65/78/68/83/67/65/80/73/78/71/32/38/32/76/73/71/72/84/73/78/71/32/68/73/83/84/82/73/67/84 /65/83/83/69/83/83/77/69/78/84/32/68/73/65/71/82/65/77
/76/76/65/68/32/50/48/48/52/45/49
/78
/80/114/111/106/47/72/101/114/99/117/108/101/115/47/70/89/49/50/45/49/51/47/68/105/97/103/114/97/109/115/47/50/48/48/52/45/49/95/100/105/97/103/114/97/109/46/112/100/102/32/32/40/48/52/45/49/53/45/49/48/32/83/65/41 /80/97/114/99/101/108/115/32/108/111/99/97/116/101/100/32/119/105/116/104/105/110 /116/104/101/32/76/76/65/68/32/50/48/48/52/45/49
/67/105/116/121/32/76/105/109/105/116
/76/69/71/69/78/68
/66/97/115/101/109/97/112
/76/76/65/68/32/50/48/48/52/45/49/32/66/111/117/110/100/97/114/121 /65/68/69
/83/89/67
/65/77/79/82/69
/69/65/82/78/69/83/84
/80/82/79/77/69/78/65/68/69
/84/65/82/65/89/65
/87/73/76/76/69/84
/83/65/78/68/69/82/76/73/78/71
/65/86/79/67/69/84
/66/65/89/87/79/79/68
/76/76/65/68/32/50/48/48/52/45/49
/80/82/69/80/65/82/69/68/32/66/89/32/70/82/65/78/67/73/83/67/79/32/38/32/65/83/83/79/67/73/65/84/69/83/44/32/73/78/67 BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART D
11 PART D
METHOD OF APPORTIONMENT OF ASSESSMENTS
INTRODUCTION
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, streetlight ing and park and recreational facilities.
Section 22573 of the Landscaping and Lighting Act of 1972 requires that maintenance assessments must be levied according to special 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 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].”
Because assessments are levied on the basis of special benefit, they are not considered a tax, and therefore, are not governed by Article XIIIA of the California Constitution.
The Act permits the designation of zones of benefit within any individual assessment district if “by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements” (Sec. 22574).
Article XIIID provided 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 portion of public property that is not developed and used for business purposes similar to private residential, commercial, industrial and institutional activities.
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART D
12 GENERAL BENEFIT
Under Article XIIID of the S tate Constitution (Proposition 218) general benefit is not assessable to the property owners within the assessment district. The different various types of general benefit associated with this district are described below:
Neighborhood Improvements: It is anticipated that there will be minimal flow through traffic within the in- tract neighborhood streets associated with LLAD No. 2004-1. However, there is a possibility for pedestrians and vehicles to access a destination outside of the development through the in- tract streets and therefore the in-tract streetlighting and landscape improvements provide a minimal general benefit to the public-at-large or to the parcels outside of LLAD 2004- 1. Based on the industry standard for comparable neighborhoods, 2% of the annual cost to operate and maintain the in- tract streetlighting and landscape improvements is considered to be a general benefit.
Arterial/Major Roads Landscape and Lighting Maintenance: The arterial/major roadways allow residents to easily access all areas of the City and provide a clear benefit to all properties in the City. Therefore, landscape and lighting maintenance costs associated with the arterial/major roads are spread proportionately to all parcels in the City. The roads that fall into this category are John Muir Parkway, San Pablo Avenue, Refugio Valley Road, Sycamore Avenue, and Willow Avenue. Although these roads are mostly utilized by people coming to and from Hercules, there is some general benefit that can be attributed to flow through traffic generated from properties outside of City limits. Based on an initial circulation analysis, it is estimated that an average of 6% of traffic on these roads can be attributed to flow through traffic. The City will conduct a study to better estimate the percentage of flow through traffic.
SPECIAL BENEFIT
Most of the improvements to be serviced and maintained by the assessment district have been constructed as a condition of approval of Baywood and are of special benefit to the various parcels of land within this development. These special benefits are summarized below.
Streetlighting: Streetlighting is critical for public safety. Well -maintained streetlighting provides security to the adjacent properties by deterring crime and allowing Hercules police the ability to identify and control suspicious and criminal activity. It allows for safe pedestrian and vehicular traffic flow and circulation by improving the ability of pedestrians and motorists to see and to enter and exit property, which helps reduce night time accidents resulting in lower police, fire and paramedic costs to the City and its residents. Streetlight ing also increases BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART D
13 the promotion of business during nighttime hours in the case of commercial property.
Landscaped Streetscapes and Roadway Medians: The District keeps the City’s landscaped streetscapes and roadway medians well-groomed and irrigated which enhances property values throughout the City. These services include, landscape maintenance, plant replacement, irrigation, tree pruning, and litter control. Some of the special benefits properties receive from well -maintained landscaping include:
• The aesthetic value of green space;
• Improved aesthetic appeal of nearby parcels;
• Enhanced adaptation of the urban environment within the natural environment;
• Improved erosion control;
• Improved dust and debris control;
• Reduced air pollution;
• Enhanced sense of pride within the development and community.
Open Space Cleanup and Graffiti Abatement
Miscellaneous improvements such as the removal of litter, debris, and graffiti are of special benefit to each property within the District.
The special benefit s received by these may best be evaluated in terms of the property devaluation that would occur if the District maintenance activities were suspended or terminated. The resultant reduction in the quality of life could be significant. In contrast to the current conditions, one could find streets without lights, parks parched from lack of water, hillsides littered with debris, unkempt community facilities with graffiti and traffic medians overtaken by weeds. The resulting loss to property in terms of the desirability of the City of Hercules as a place to live and work would be obvious. Clearly the continuation of the City’s maintenance effort is of special benefit to each property owner within the District.
ASSESSMENT METHODOLOGY
The total operation, maintenance and servicing costs for the landscaping, streetlight ing and public park and recreational facilities are apportioned in accordance with the methodology stated herein. The method for spreading the costs to each parcel is based on an Equivalent Residential Unit (ERU) factor.
1. Residential Property
Neighborhood Improvements. All of the parcels in the District are residential parcels. Although the individual parcel size, building square footage and population BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART D
14 for each parcel may vary from parcel to parcel the benefit received is approximately the same from the improvements. Even though a residential parcel may have more building square footage than another it does not necessarily mean that the larger home receives a greater benefit. Therefore one (1) residential parcel shall be equal to one (1) ERU.
2. Vacant (Unimproved) Land
This underlying benefit of parks and recreation facilities, public landscaping weed abatement and streetlight ing accrues to the land and relates to the permanent nature of certain improvements. The maintenance effort is of benefit to all land within the District. The minimum level of maintenance required to preserve street landscaping, lighting, park and recreation facilities in the District is estimated to be 25% of the required for build- out maintenanc e cost. Accordingly, the estimated benefit received by an unimproved parcel of land with in an approved development potential is 25% of that received by an improved parcel, equal in size. This assumes that unimproved land will have no use of the facilities.
Therefore, vacant (unimproved) land is assessed at 25% of the developed ERU rate for the property.
3. Public Properties
City parks benefit from the neighborhood services provided by the neighborhood in which they are located. The benefit received is closely related to the improved frontage and not the area of the lot or the building. If one assumes that the depth of a standard lot in the City is 100 feet, the number of ERU’s corresponding to this frontage benefit would be equal to the street frontage of the park or recreation facility times 100 feet divided by 8,485, the average size of a SFR in Hercules. This same frontage benefit analysis is used for other public properties in the City of Hercules.
Therefore, improved public properties are assigned ERUs using the following formula:
Lot Frontage x 100 / 8,485 = ERUs
Open space in residential neighborhoods may be seen to benefit from the safety provided to the land by streetlight ing but not from other user related services. The ERU for public open space are therefore estimated to be equal to the parcel frontage times 100 feet of lot depth times 25% divided by 8,485. Therefore, open space parcels are assigned ERUs using the following formula:
Lot Frontage x 100 / 8,485 x 25% = ERUs
However, Lot Frontage x 100 cannot exceed the actual area of the parcel.
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART D
15 4. Exempt Parcels
Certain properties do not benefit from landscaping, lighting, park and recreational improvements and have not been assessed. City parks, recreational facilities and open space do not benefit from the features, which are the subject of the assessment. These properties on the other hand may benefit from the neighborhood landscaping and lighting services provided in the neighborhoods in which they are located. Public streets and right of ways do not benefit from landscaping and lighting improvements or from park and recreation facilities. Railroad right of ways and pipeline easements or fee strips generally does not benefit. The assessments for the special benefits received by common areas are included in the assessment for the residential units with which they are associated. Common areas themselves are not assessed.
CALCULATION OF ASSESSMENTS
The costs shown in Table 1 Part B, Estimate of Cost, has been distributed among the various parcels of land within the assessment district in accordance with the rationale as described above. The annual assessment rate is calculated by dividing the total costs by the total number of ERU in the District to derive the assessment rate. The assessment rate is then multiplied by each parcel’s assigned ERUs to derive the annual assessment for that parcel.
Assessments for properties owned by public agencies are listed in Appendix “ B”.
Assessments for all parcels are listed in Appendix “ C”. The total ERUs and the applied assessment rates are shown in Table 1, Part B, Estimate of Cost. The following table shows the FY 2022-23 assessments for various land use classifications:
CPI INCREASE
The City can increase the assessment amount every year up to their maximum assessment levels indexed for inflation per the annual increase in the Consumer Price Index (CPI), San Francisco Bay Region All Urban Consumers. The maximum assessment rates are being increased by the prior year’s increase in the CPI (5.2%).
$2,665.24 per lot $1,946. 00 per lot
$666.31 per lot $486.50 per lot
$1,599.14 per unit $1,167.60 per unit
$799.57 per unit $583.80 per unit
Assessment
Single-Family Residence
Vacant Single-Family
Multi-Family Residential
Deed-Restricted Affordable Housing Unit
Classification
FY 2022-23 FY 2022-23
Maximum Applied
Assessment
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART D
16 MAXIMUM ASSESSMENT
In any fiscal given year, the amount of the assessment will not exceed the maximum amounts established in this Report, as adjusted by the CPI increase described above unless a special proceeding is conducted and affirmed according to law.
DURATION
Assessments will be levied in perpetuity unless otherwise determined by City Council.
BAYWOOD LANDSCAPING AND LIGHTING FY 2022-23
ASSESSMENT DISTRICT No. 2004-1 PART E
17 PART E
PROPERTY OWNER LIST & ASSESSMENT ROLL
A list of names and addresses of the owners of all parcels, and the description of each parcel within the District is shown on the last equalized Secured Property Tax Roll of the Contra Costa County Assessor, which by reference is hereby made a part of this Report.
This list is keyed to the Assessor’s Parcel Numbers as shown on the Assessment Roll, which includes the proposed amount of assessments for FY 2022-23 apportioned to each lot or parcel. The Assessment Roll is on file in the Office of the City Clerk of the City of Hercules and is shown in this Report as Appendix “C”.
The total proposed assessment for FY 2022-23 is $157,935.40.
BAYWOOD LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2004-1 APPENDIX A
A-1
APPENDIX “A”
IMPROVEMENTS DIAGRAM
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LLAD NO. 2004-1
MAINTENANCE IMPROVEMENT DIAGRAM
0 100
Feet
±
PROMENADE STREET
WILLET ST
AVOCET DR
LEGEND
# STREET LIGHTS
WOOD FENCING
DISTRICT BOUNDARY
PARCELS
LANDSCAPING
PAVERS
OPEN SPACE
BAYW
OOD LANE
SANDERLING DR
* Please note that the landscape maintenance for this District includes front yards and alley ways up to property owner fences, all parkway strips and paseos within the city's right-of-way, and open space/wetland areas.
BAYWOOD LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2004-1 APPENDIX B
B-1
APPENDIX “B”
PUBLIC PROPERTY ASSESSMENTS
APN LocationOwner/Use ERU Units Acres
Neighborhood
Amount
CITY OF HERCULES
BAYWOOD LANDSCAPING
AND LIGHTING DISTRICT NO. 2004-1
PUBLIC PROPERTY ASSESSMENTS
FY 2022-23
404650079 SANDERLINGCity/Park 0 1.904 2.444 $4,756.02 404650080 AVOCETCity/Open Space 0 0.557 0.715 $1,391.38 Total: 0 2.461 3.159 $6,147.40
B- 2
BAYWOOD LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2004-1 APPENDIX C
C-1
APPENDIX “C”
ASSESSMENT ROLL
CITY OF HERCULES
BAYWOOD LANDSCAPE
AND LIGHTING DISTRICT NO. 2004-1
PRELIMINARY ASSESSMENT ROLL
FISCAL YEAR 2022-23
Assessor's
Parcel
Number
Neighborhood
Amount
404650001 $1,946.00
404650002 $1,946.00
404650003 $1,946.00
404650004 $1,946.00
404650005 $1,946.00
404650006 $1,946.00
404650007 $1,946.00
404650008 $1,946.00
404650009 $1,946.00
404650010 $1,946.00
404650011 $1,946.00
404650012 $1,946.00
404650013 $1,946.00
404650014 $1,946.00
404650015 $1,946.00
404650016 $1,946.00
404650017 $1,946.00
404650018 $1,946.00
404650019 $1,946.00
404650020 $1,946.00
404650021 $1,946.00
404650022 $1,946.00
404650023 $1,946.00
404650024 $1,946.00
404650025 $1,946.00
404650026 $1,946.00
404650027 $1,946.00
404650028 $1,946.00
404650029 $1,946.00
404650030 $1,946.00
404650031 $1,946.00
404650032 $1,946.00
404650033 $1,946.00
404650034 $1,946.00
404650035 $1,946.00
404650036 $1,946.00
404650037 $1,946.00
404650038 $1,946.00
404650039 $1,946.00
404650040 $1,946.00
404650041 $1,946.00
404650042 $1,946.00
404650043 $1,946.00
404650044 $1,946.00
404650045 $1,946.00
404650046 $1,946.00
404650047 $1,946.00
404650048 $1,946.00
404650049 $1,946.00
404650050 $1,946.00
404650051 $1,946.00
404650052 $1,946.00
404650053 $1,946.00
404650054 $1,946.00
Assessor's
Parcel
Number
Neighborhood
Amount
404650055 $1,946.00
404650056 $1,946.00
404650057 $1,946.00
404650058 $1,946.00
404650059 $1,946.00
404650060 $1,946.00
404650061 $1,946.00
404650062 $1,946.00
404650063 $1,946.00
404650064 $1,946.00
404650065 $1,946.00
404650066 $1,946.00
404650067 $1,946.00
404650068 $1,946.00
404650069 $1,946.00
404650070 $1,946.00
404650071 $1,946.00
404650072 $1,946.00
404650073 $1,946.00
404650074 $1,946.00
404650075 $1,946.00
404650076 $1,946.00
404650077 $1,946.00
404650078 $1,946.00
404650079 $4,756.02
404650080 $1,391.38
$157,935.40
04/29/22
C-2