City of Hercules
Bayside Landscaping and Lighting
Assessment District No. 2005-1
Fiscal Year 2023-24
Final Engineer’s Report
July 11, 2023
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 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 ................................................................... 4
Part B – Estimate of Cost ................................................................................ 6 Table 1: Budget............................................................................... 7
Part C – Assessment District Diagram ............................................................ 8
Part D – Method of Apportionment of Assessments ...................................... 10
Part E – Property Owner List & Assessment Roll .......................................... 17
Appendix A – Improvements Diagram ............................................................... A-1
Appendix B – Public Property Assessments ...................................................... B-1
Appendix C – Assessment Roll ........................................................................ C-1
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 DIRECTORY
i
CITY OF HERCULES
BAYSIDE
LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2005-1
FISCAL YEAR 2023-24
CITY COUNCIL MEMBERS AND CITY STAFF
Alexander Walker-Griffin
Mayor
Dan Romero
Vice Mayor
Dion Bailey
Council Member
Chris Kelley
Council Member
Tiffany Grimsley
Council Member
Dante Hall
City Manager
Patrick Tang
City Attorney
Edwin Gato
Finance Director
Eibleis Melendez
City Clerk
Mike Roberts
Public Works Director
Francisco & Associates
Assessment Engineer
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 SIGNATURES
ii
ENGINEER’S REPORT
CITY OF HERCULES
BAYSIDE
LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2005-1
FISCAL YEAR 2023-24
The undersigned respectfully submits the enclosed Engineer’s Report as directed by the City Council.
Dated: June 30, 2023 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 ________, 2023.
Eibleis Melendez, 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 Hercules, Contra Costa County, California, on the _________ day of _______, 2023.
Eibleis Melendez, City Clerk
City of Hercules
Contra Costa County, California
By___________________________________
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 INTRODUCTION
1 SECTION I
INTRODUCTION
Background Information
The land which lies within the boundaries of the Vesting Tentative Map for Subdivision 8764, (known hereafter as “Bayside”) 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). Bayside was required to install landscaping, streetlighting, park and recreational improvements as a condition of approval of the development. The Bayside improvements are distinct from other improvements within the existing LLAD 83- 2 and require a higher level of maintenance.
The City Council adopted a Resolution in March, 2005, which detached Bayside 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 San Francisco Bay Area’s Annual Consumer Price Index – All Urban Consumers (CPI) for the previous calendar year.
Current Annual Administration
As required by the 1972 Act, this Report describes the improvements to be constructed, operated, maintained and serviced by the District for FY 2023-24, provides an estimated budget for the District and lists the proposed assessments to be levied upon each assessable lot or parcel within the District.
The Hercules City Council may amend the method of ass essment from time to time in order to apportion the costs in relation to the special benefits being 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 July 11, 202 3 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 2023-24 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.
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 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 HERCULES
BAYSIDE
LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2005-1
FISCAL YEAR 2023-24
Pursuant to the Landscaping and Lighting Act of 1972 (Part 2 Division 15 of the Streets and Highways Code of the State of California, commencing with Section 22500), and in accordance with the Resolution of Intention, being Resolution 23-038 adopted by the City Council of the City of Hercules on June 27, 202 3, I, Eduardo R. Espinoza, the duly appointed Engineer of Work, Assessment Engineer for the City of Hercules Bayside Landscaping and Lighting Assessment Distri ct No. 2005- 1 (the “District”) submit the following Report, consisting of Section I (Introduction), and this, Section II, which consists of five (5) parts as follows:
PART A: PLANS AND SPECIFICATIONS
This part describes the improvements maintained by the District. Plans and specifications for the improvements are on file in the Office of the Director of Public Works of the City of 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 2023-24, including incidental costs and expenses in connection therewith. The estimate is attached hereto, and is on file in the Office of the Director of Public Works of the City of Hercules.
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 ENGINEER’S REPORT
3 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 t he 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.
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART A
4 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 improvement plans for Bayside prepared the developer which plans are available for review in the Office 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. The areas that are to be maintained by the H omeowners Association or “HOA” have not been dedicated to the public and are not funded by District assessments.
The improvements are more specifically described as the 0.67- acre Bayside neighborhood park and the public streetlights within the boundaries of the District.
The “Neighborhood” improvements to be maintained are defined as the neighborhood park and lighting improvements within the development. Improvements to be maintained include trees, shrubs, vines, ground cover, turf, park improvements 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.
The “City-wide” improvements to be maintained and paid for by Bayside property owners are generally defined as arterial/major roadway land scape 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 or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART A
5 or electrical facilities; the maintenance or servicing, or both, of any of the foregoing; the acquisition of any existing improvement otherwise 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, streetlighting, 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; providing 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 furnishing of electric current or energy, gas or other illuminating agent for the streetlighting, 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; any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5; costs associated with any elections held for the approval of a new or increased assessment.
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART B
6 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. A contribution by the City of Hercules 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.
The operation, maintenance and servicing costs for FY 2023-24 are summarized on the following page. These cost estimates were provided by the City of Hercules.
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART B
7 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 2023-24 estimated budget for the City's Arterial/Major Roads landscaping and streetlighting improvements is approximately $337,000 and the transfer amounts for Arterials/Major Roads landscaping and lighting are based on an allocation to each parcel of $32.66/ERU.
REVENUES
Assessments $158,085
Public Agency Assessments $1,008
General Benefit Contribution $2,611
TOTAL REVENUES: $161,705
ESTIMATED ANNUAL EXPENDITURES
Personnel $35,375
Transfer for Arterials/Major Roads Landscape and
Lighting Maintenance* $18,789
Landscaping, Open Space, and Associated Repairs $50,000 Tree Trimming $0
Electricity and Streetlight Repairs $12,000
Landscape and Facilities Water $20,000
Supplies and Vehicle Repairs $0
Assessment Engineering Cost $2,460
Incidental / Direct Admin Cost $10,100
County Fees $618
TOTAL ANNUAL EXPENDITURES: $149,342
CAPITAL IMPROVEMENT PROJECTS (CIP)
Tree Replacement $0
Other Capital Improvement Projects $0
TOTAL CIP EXPENDITURES: $0
TOTAL EXPENDITURES
TOTAL ANNUAL AND CIP EXPENDITURES: $149,342
FUND BALANCE INFORMATION
Beginning Balance - Projected July 1, 2023 $146,456
FY 2023-24 Reserve Collection Increase/(Decrease) $12,362 Ending Balance - Projected June 30, 2024 $158,818
Recommended Operating Reserves $74,671
Available Operating Reserves $74,671
Available Capital Reserves $84,147
DISTRICT STATISTICS
Total Parcels 526
Total Parcels Levied 483
Total Equivalent Residential Units (ERU) 575.300
Maximum Levy per Benefit Unit $276.54
Applied Levy per Benefit Unit $276.54
LANDSCAPING AND LIGHTING DISTRICT NO. 2005-1
(BAYSIDE)
INCOME AND EXPENSE
FISCAL YEAR 2023-24
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART C
8 PART C
ASSESSMENT DISTRICT DIAGRAM
The boundaries of the District are contiguous with the boundaries of Subdivision 8764.
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.
/80/97/114/99/101/108/115/32/108/111/99/97/116/101/100/32/119/105/116/104/105/110 /116/104/101/32/76/76/65/68/32/50/48/48/53/45/49
/67/105/116/121/32/76/105/109/105/116
/76/69/71/69/78/68
/66/97/115/101/109/97/112
/76/76/65/68/32/50/48/48/53/45/49/32/66/111/117/110/100/97/114/121 /80/114/111/106/47/72/101/114/99/117/108/101/115/47/70/89/49/50/45/49/51/47/68/105/97/103/114/97/109/115/47/50/48/48/53/45/49/95/100/105/97/103/114/97/109/46/112/100/102/32/32/40/48/52/45/49/53/45/49/48/32/83/65/41 /78
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/83/65/78/32/80/65/66/76/79
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/76/76/65/68/32/50/48/48/53/45/49
/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 BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART D
10 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 improvement s” (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.
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART D
11 GENERAL BENEFIT
Under Article XIIID of the State 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. 2005-1. 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 2005- 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 Bayside and are of special benefit to the various parcels of land within this development. These special benefit are summariz ed 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 the promotion of business during nighttime hours in the case of commercial property.
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART D
12 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.
Parks and Recreational Facilities: The District provides landscape and recreational facility maintenance at Bayside Park which enhances property values within the District. These services include, landscape maintenance, playground equipment cleaning and replacement, irrigation, tree pruning, plant replacement and litter control.
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.
The City’s maintenance effort , referred to as the “improvements” , is divided into two distinct categories, Neighborhood and Arterial/Major Roadway Improvements and City- wide Park Improvements. These categories of improvements are described as follows:
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 BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART D
13 methodology stated herein. The method for spreading the costs to each parcel is based on an Equivalent Residential Unit (ERU) factor.
1. Single-Family Residences
Neighborhood Improvements. Although the individual parcel size, building square footage and population 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. Multi-Family Residential / Deed-Restricted Affordable Housing Units The special benefit received by Multi -family Residential (MFR) units (including condominiums) may be determined by comparing them to SFRs. Benefits per dwelling unit are observed to be greater for SFR units than for MFR units. MFR units receive decreased benefits per dwelling unit from the improvements in terms of property benefit because the number of units supporting the fixed improvements is larger than for SFR detached units. On the other hand MFR units receive increased benefits from parks and recreation facilities. The Urban Land Institute has established a series of land use intensity ratings, which indicate the smaller units require more public open space and recreational areas per unit than do SFR parcels.
An average SFR lot in the City of Hercules has approximately 6,000 sq. ft. One can assume the average building area of a SFR unit will be 2,300 square feet and MFR unit to be 900 square feet. Based upon density studies for neighboring communities, it is reasonable to assume that SFR and MFR will have 3 and 2 persons per unit, respectively. It is reasonable to assume that a vacant lot will require 25% the maintenance effort for an improved (occupied) lot. The remaining 75% of the benefit may be said to be related to parcel use. Equivalent Residential Units (ERU ) for MFR units are calculated as follows:
Relative Benefits = 0.25 (Lot Area / Person) + 0.75 (Bldg. Area / Person) (SFR Lot Area / Person) (SFR Bldg. Area / Person)
Assume MFR = 2,600 SFLot / Unit
900 SFBldg. / Unit
2.0 Persons per Unit
Assume SFR = 6,000 SFLot / Unit
2,300 SFBldg. / Unit
3.0 Persons per Unit
Benefit = 0.25 (2,600 / 2) + 0.75 (900 / 2)
(6,000 / 3) (2,300 / 3)
MFR Benefit = 0.16 + 0.44 = 0.60 ERU
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART D
14 Deed-restricted affordable housing units, by virtue of the non-profit use to which they have been indefinitely committed, are deprived from receiving comparable economic benefit from district improvements. Therefore, deed-restricted affordable housing units will be assessed at 50% of the assessment for MFR units, reflecting this reduced special benefit, or = 0.60 x 50% = 0.30 E RU per unit. There are cur rently no MFR units in the District that have been classified as deed-restricted affordable housing.
3. C
ommercial Property
Use of a commercial property is measured in terms of whether or not a parcel has been improved (built upon) or not. If a structure exists then the parcel is perceived to benefit from user benefits afforded the parcel by landscaping and lighting improvements as well as the benefits to the underlying land. Therefore, improved commercial properties are assessed one (1) ERU per acre of land.
4. V
acant (Unimproved) Land
This underlying benefit of parks and recreation facilities, public landscaping weed abatement and streetlighting 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 maintenance cost. Accordingly, the estimated benefit received by an unimproved parcel of land within 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.
5. P
ublic 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
O
pen 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:
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART D
15 Lot Frontage x 100 / 8,485 x 25% = ERUs
However, Lot Frontage x 100 cannot exceed the actual area of the parcel.
6. 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 do 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 described above to determine the applied assessment rate. The applied assessment rate is then multiplied by each parcel ’s assigned ERUs to derive the annual assessment for that parcel. 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 2023-24 assessments for residential land use classifications:
There is one mixed use residential/commercial parcel (APN 404- 020-096) within the District. This parcel has approximately 13 ,000 square feet of commercial building area and 147 Multi-Family housing units. Therefore, for purposes of deriving the assessment, one-third (1/3) of the parcel area has been attributed to the commercial enterprise. The residential portion of the assessment will be calculated using the number of units.
Commercial – 1.87 acres / 3 = 0.623 acres - Neighborhood 0.623 ERUs Multi-Family Units – 147 units x 0.60 per unit - Neighborhood 88.200 ERUs
Assessment = (88.823 ERUs) x $276.54 = $24,563.10
$276.54 per lot $276. 54 per lot
$69.14 per lot $69.14 per lot
$165.92 per unit $165.92 per unit
$82.96 per unit $82.96 per unit
FY 2023-24
Maximum Applied
Assessment Assessment
Vacant Single-Family
Multi-Family Residential
Deed-Restricted Affordable Housing Unit
Classification
FY 2023-24
Single-Family Residence
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 PART D
16 CPI INCREASE
The City can levy assessments every year up to the maximum assessment, which is increased by the annual change in the Consumer Price Index (CPI), San Francisco Bay Region All Urban Consumers. The applicable increase in the maximum assessment for FY 2023-24 is 5.3%.
MAXIMUM ASSESSMENT
For any given fiscal 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 OF ASSESSMENTS
Assessments will be levied in perpetuity unless otherwise determined by City Council.
BAYSIDE LANDSCAPING AND LIGHTING FY 2023-24
ASSESSMENT DISTRICT No. 2005-1 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 lot or 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 2023-24 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 revenue from assessments for FY 2023-24 is $159,093.44.
BAYSIDE LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2005-1 APPENDIX A
A-1
APPENDIX “A”
IMPROVEMENTS DIAGRAM
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LLAD NO. 2005-1 NEIGHBORHOOD MAINTENANCE IMPROVEMENT DIAGRAM 0 200
Feet
± SYCAMORE AVE
TSUSHIM
A ST
FRONT ST
LEGEND
# STREET LIGHTS
DISTRICT BOUNDARY
PARKS
2005-1 PARCELS
PARCELS
CENTRAL ST
FRONT ST
JOHN MUIR PKWY
CLARK ST
LEWIS ST
DRAKE LN
BAYSIDE PARK
SHASTA LN
TIOGALOOP
SHASTA PARK
SIERRA PARK
BAYSIDE LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2005-1 APPENDIX B
B-1
APPENDIX “B”
PUBLIC PROPERTY ASSESSMENTS
APN LocationOwner/Use ERU Units Acres
Neighborhood
Amount
CITY OF HERCULES
BAYSIDE LANDSCAPING
AND LIGHTING DISTRICT NO. 2005-1
PUBLIC PROPERTY ASSESSMENTS
FY 2023-24
404700173 TSUSHIMACity/Park 0 0.710 3.645 $1,007.98 Total: 0 0.710 3.645 $1,007.98
B- 2
BAYSIDE LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2005-1 APPENDIX C
C-1
APPENDIX “C”
ASSESSMENT ROLL
CITY OF HERCULES
BAYSIDE LANDSCAPE
AND LIGHTING DISTRICT NO. 2005-1
FINAL ASSESSMENT ROLL
FISCAL YEAR 2023-24
Assessor's
Parcel
Number
Neighborhood
Amount
404020096 $24,563.10
404690001 $276.54
404690002 $276.54
404690003 $276.54
404690004 $276.54
404690005 $276.54
404690006 $276.54
404690007 $276.54
404690008 $276.54
404690009 $276.54
404690010 $276.54
404690011 $276.54
404690012 $276.54
404690013 $276.54
404690014 $276.54
404690015 $276.54
404690016 $276.54
404690017 $276.54
404690018 $276.54
404690019 $276.54
404690020 $276.54
404690021 $276.54
404690022 $276.54
404690023 $276.54
404690024 $276.54
404690025 $276.54
404690026 $276.54
404690027 $276.54
404690028 $276.54
404690029 $276.54
404690030 $276.54
404690031 $276.54
404690032 $276.54
404690033 $276.54
404690034 $276.54
404690035 $276.54
404690036 $276.54
404690037 $276.54
404690038 $276.54
404690039 $276.54
404690040 $276.54
404690041 $276.54
404690042 $276.54
404690043 $276.54
404690044 $276.54
404690045 $276.54
404690046 $276.54
404690047 $276.54
404690048 $276.54
404690049 $276.54
404690050 $276.54
404690051 $276.54
404690052 $276.54
404690053 $276.54
Assessor's
Parcel
Number
Neighborhood
Amount
404690054 $276.54
404690055 $276.54
404690056 $276.54
404690057 $276.54
404690058 $276.54
404690059 $276.54
404690060 $276.54
404690061 $276.54
404690062 $276.54
404690063 $276.54
404690064 $276.54
404690065 $276.54
404690066 $276.54
404690067 $276.54
404690068 $276.54
404690069 $276.54
404690070 $276.54
404690071 $276.54
404690072 $276.54
404690073 $276.54
404690074 $276.54
404690075 $276.54
404690076 $276.54
404690077 $276.54
404690078 $276.54
404690079 $276.54
404690080 $276.54
404690081 $276.54
404690082 $276.54
404690083 $276.54
404690084 $276.54
404690085 $276.54
404690086 $276.54
404690087 $276.54
404690088 $276.54
404690089 $276.54
404690090 $276.54
404690091 $276.54
404690092 $276.54
404690093 $276.54
404690094 $276.54
404690095 $276.54
404690096 $276.54
404690097 $276.54
404690098 $276.54
404690099 $276.54
404690100 $276.54
404690101 $276.54
404690102 $276.54
404690103 $276.54
404690104 $276.54
404690105 $276.54
404690106 $276.54
404690107 $276.54
Assessor's
Parcel
Number
Neighborhood
Amount
404690108 $276.54
404690109 $276.54
404690110 $276.54
404690111 $276.54
404690112 $276.54
404690113 $276.54
404690114 $276.54
404690115 $276.54
404690116 $276.54
404690117 $276.54
404690118 $276.54
404690119 $276.54
404690120 $276.54
404690121 $276.54
404690122 $276.54
404690123 $276.54
404690124 $276.54
404690125 $276.54
404690126 $276.54
404690127 $276.54
404690128 $276.54
404690129 $276.54
404690130 $276.54
404690131 $276.54
404690132 $276.54
404690133 $276.54
404690134 $276.54
404690135 $276.54
404690136 $276.54
404690137 $276.54
404690138 $276.54
404690139 $276.54
404690140 $276.54
404690141 $276.54
404690142 $276.54
404690143 $276.54
404690144 $276.54
404690145 $276.54
404690146 $276.54
404690147 $276.54
404690148 $276.54
404690149 $276.54
404690150 $276.54
404690151 $276.54
404690152 $276.54
404690153 $276.54
404690154 $276.54
404690155 $276.54
404690156 $276.54
404690157 $276.54
404690158 $276.54
404690159 $276.54
404690160 $276.54
404690161 $276.54
06/30/23C-2
CITY OF HERCULES
BAYSIDE LANDSCAPE
AND LIGHTING DISTRICT NO. 2005-1
FINAL ASSESSMENT ROLL
FISCAL YEAR 2023-24
Assessor's
Parcel
Number
Neighborhood
Amount
404690162 $276.54
404690163 $276.54
404700001 $276.54
404700002 $276.54
404700003 $276.54
404700004 $276.54
404700005 $276.54
404700006 $276.54
404700007 $276.54
404700008 $276.54
404700009 $276.54
404700010 $276.54
404700011 $276.54
404700012 $276.54
404700013 $276.54
404700014 $276.54
404700015 $276.54
404700016 $276.54
404700017 $276.54
404700018 $276.54
404700019 $276.54
404700020 $276.54
404700021 $276.54
404700022 $276.54
404700023 $276.54
404700024 $276.54
404700025 $276.54
404700026 $276.54
404700027 $276.54
404700028 $276.54
404700029 $276.54
404700030 $276.54
404700031 $276.54
404700032 $276.54
404700033 $276.54
404700034 $276.54
404700035 $276.54
404700036 $276.54
404700037 $276.54
404700038 $276.54
404700039 $276.54
404700040 $276.54
404700041 $276.54
404700042 $276.54
404700043 $276.54
404700044 $276.54
404700045 $276.54
404700046 $276.54
404700047 $276.54
404700048 $276.54
404700049 $276.54
404700050 $276.54
404700051 $276.54
404700052 $276.54
Assessor's
Parcel
Number
Neighborhood
Amount
404700053 $276.54
404700054 $276.54
404700055 $276.54
404700056 $276.54
404700057 $276.54
404700058 $276.54
404700059 $276.54
404700060 $276.54
404700061 $276.54
404700062 $276.54
404700063 $276.54
404700064 $276.54
404700065 $276.54
404700066 $276.54
404700067 $276.54
404700068 $276.54
404700069 $276.54
404700070 $276.54
404700071 $276.54
404700072 $276.54
404700073 $276.54
404700074 $276.54
404700075 $276.54
404700076 $276.54
404700077 $276.54
404700078 $276.54
404700079 $276.54
404700080 $276.54
404700081 $276.54
404700082 $276.54
404700083 $276.54
404700084 $276.54
404700085 $276.54
404700086 $276.54
404700087 $276.54
404700088 $276.54
404700089 $276.54
404700090 $276.54
404700091 $276.54
404700092 $276.54
404700093 $276.54
404700094 $276.54
404700095 $276.54
404700096 $276.54
404700097 $276.54
404700098 $276.54
404700099 $276.54
404700100 $276.54
404700101 $276.54
404700102 $276.54
404700103 $276.54
404700104 $276.54
404700105 $276.54
404700106 $276.54
Assessor's
Parcel
Number
Neighborhood
Amount
404700107 $276.54
404700108 $276.54
404700109 $276.54
404700110 $276.54
404700111 $276.54
404700112 $276.54
404700113 $276.54
404700114 $276.54
404700115 $276.54
404700116 $276.54
404700117 $276.54
404700118 $276.54
404700119 $276.54
404700120 $276.54
404700121 $276.54
404700122 $276.54
404700123 $276.54
404700124 $276.54
404700125 $276.54
404700126 $276.54
404700127 $276.54
404700128 $276.54
404700129 $276.54
404700130 $276.54
404700131 $276.54
404700132 $276.54
404700133 $276.54
404700134 $276.54
404700135 $276.54
404700136 $276.54
404700137 $276.54
404700138 $276.54
404700139 $276.54
404700140 $276.54
404700141 $276.54
404700142 $276.54
404700143 $276.54
404700144 $276.54
404700145 $276.54
404700146 $276.54
404700147 $276.54
404700148 $276.54
404700149 $276.54
404700150 $276.54
404700151 $276.54
404700152 $276.54
404700153 $276.54
404700154 $276.54
404700155 $276.54
404700156 $276.54
404700157 $276.54
404700158 $276.54
404700159 $276.54
404700160 $276.54
06/30/23C-3
CITY OF HERCULES
BAYSIDE LANDSCAPE
AND LIGHTING DISTRICT NO. 2005-1
FINAL ASSESSMENT ROLL
FISCAL YEAR 2023-24
Assessor's
Parcel
Number
Neighborhood
Amount
404700161 $276.54
404700162 $276.54
404700163 $276.54
404700164 $276.54
404700165 $276.54
404700166 $276.54
404700167 $276.54
404700168 $276.54
404700169 $276.54
404700170 $276.54
404700171 $276.54
404700172 $276.54
404700173 $1,007.98
404750001 $276.54
404750002 $276.54
404750003 $276.54
404750004 $276.54
404750005 $276.54
404750006 $276.54
404750007 $276.54
404750008 $276.54
404750009 $276.54
404750010 $276.54
404750011 $276.54
404750012 $276.54
404750013 $276.54
404750014 $276.54
404750015 $276.54
404750016 $276.54
404750017 $276.54
404750018 $276.54
404750019 $276.54
404750020 $276.54
404750021 $276.54
404750022 $276.54
404750023 $276.54
404750024 $276.54
404750025 $276.54
404750026 $276.54
404750027 $276.54
404750028 $276.54
404750029 $276.54
404750030 $276.54
404750031 $276.54
404750032 $276.54
404750033 $276.54
404750034 $276.54
404750035 $276.54
404750036 $276.54
404750037 $276.54
404750038 $276.54
404750039 $276.54
404750040 $276.54
404750041 $276.54
Assessor's
Parcel
Number
Neighborhood
Amount
404750042 $276.54
404750043 $276.54
404750044 $276.54
404750045 $276.54
404750046 $276.54
404750047 $276.54
404750048 $276.54
404750049 $276.54
404750050 $276.54
404750051 $276.54
404750052 $335.72
404760001 $276.54
404760002 $276.54
404760003 $276.54
404760004 $276.54
404760005 $276.54
404760006 $276.54
404760007 $276.54
404760008 $276.54
404760009 $276.54
404760010 $276.54
404760011 $276.54
404760012 $276.54
404760013 $276.54
404760014 $276.54
404760015 $276.54
404760016 $276.54
404760017 $276.54
404760018 $276.54
404760019 $276.54
404760020 $276.54
404760021 $276.54
404760022 $276.54
404760023 $276.54
404760024 $276.54
404760025 $276.54
404760026 $276.54
404760027 $276.54
404760028 $276.54
404760029 $276.54
404760030 $276.54
404760031 $276.54
404760032 $276.54
404760033 $276.54
404760034 $276.54
404760035 $276.54
404760036 $276.54
404760037 $276.54
404760038 $276.54
404760039 $276.54
404760040 $276.54
404760041 $276.54
404760042 $276.54
404760043 $276.54
Assessor's
Parcel
Number
Neighborhood
Amount
404760044 $276.54
404760045 $276.54
404760046 $276.54
404760047 $276.54
404760048 $276.54
404760049 $276.54
404760050 $276.54
404760051 $276.54
404760052 $276.54
404760053 $276.54
404760054 $276.54
404760055 $276.54
404760056 $276.54
404760057 $276.54
404760058 $276.54
404760059 $276.54
404760060 $276.54
404760061 $276.54
404760062 $276.54
404760063 $276.54
404760064 $276.54
404760065 $276.54
404760066 $276.54
404760067 $276.54
404760068 $276.54
404760069 $276.54
404760070 $276.54
404760071 $276.54
404760072 $276.54
404760073 $276.54
404760074 $276.54
404760075 $276.54
404760076 $276.54
404760077 $276.54
404760078 $276.54
404760079 $276.54
404760080 $276.54
404760081 $276.54
404760082 $276.54
404760083 $276.54
404760084 $276.54
404760085 $276.54
404760086 $276.54
404760087 $276.54
404760088 $276.54
404760089 $276.54
404760090 $276.54
404760091 $276.54
404760092 $276.54
404760093 $276.54
404760095 $723.98
$159,093.44
06/30/23C-4