IMPORTANT NOTICE ABOUT PUBLIC COMMENTS AND MEETING
PARTICIPATION
Due to concerns with security of the Zoom format, effective October 10, 2023, Remote Public Comment will not be accepted. Public comment may be provided in-person or via email, as set forth below. Members of the public desiring to provide comments as a part of the meeting are encouraged to either submit written comments by 3:00 p.m. prior to the meeting or to attend the meeting in person.
How to Participate:
IN PERSON: Members of the public are invited to attend and participate in Person: City of Hercules Council Chambers, 111 Civic Drive, Hercules, CA. Fill out a public speaker card located on the side table and submit it to the City Clerk.
VIA ZOOM: At this time remote public comment is suspended and will not be accepted. To watch and listen only: Download the Zoom mobile app from the Apple Appstore or Google Play. If you are using a desktop computer, you can test your connection to Zoom by clicking here or go to: https://www.zoom.us/join. Zoom also allows you to join by phone at +1-669-900-6833 or +1-929-205-6099 or +1-253-215- 8782.
Zoom Webinar ID: 830 7022 5013 Zoom Passcode: 093708
EMAIL: Public comments can also be submitted via email to [email protected]. Please note that emailed comments will not be read aloud by staff. Any public comments received up until 3:00 p.m. of the meeting date will be:
1. distributed to the Council before the meeting,
2. posted online for public inspection and
3. inserted into the meeting record.
As emails containing public meeting comments are part of the official record, note that personal contact information may be published if it is included with your email.
1 Tuesday, October 10, 2023
7:00 PM
City of Hercules
111 Civic Drive
Hercules, CA 94547
City Council
Mayor Alex Walker-Griffin
Vice Mayor Dan Romero
Council Member Dion Bailey
Council Member Chris Kelley
Council Member Tiffany Grimsley
Dante Hall, City Manager
Patrick Tang, City Attorney
Eibleis Melendez, City Clerk
Meeting Agenda
In-Person in Council Chambers or To watch or Listen only:
Zoom ID: 830 7022 5013
Zoom Passcode: 093708
Zoom Phone Number: 1-669-900-6833
2 October 10, 2023City Council Meeting Agenda
See last pages of agenda for information regarding meeting procedures To view webcast of meetings, live or on demand, go to the City's website at www.ci.hercules.ca.us I. CLOSED SESSION – CALL TO ORDER - ROLL CALL
NO CLOSED SESSION
II. PUBLIC COMMUNICATION - CLOSED SESSION ITEMS
NONE
III. CONVENE INTO CLOSED SESSION
The Hercules City Council will meet in Closed Session regarding the following:
NO CLOSED SESSION
IV. REGULAR MEETING – CONVENE TO OPEN SESSION - ROLL CALL [7:00 P.M.] V. A. REPORT ON ACTION TAKEN IN CLOSED SESSION-
NO CLOSED SESSION
B. CONSIDER AND TAKE ACTION ON ANY REQUEST FROM A COUNCIL MEMBER TO
PARTICIPATE IN A MEETING REMOTELY DUE TO JUST CAUSE OR EMERGENCY CIRCUMSTANCES PURSUANT TO AB 2449
VI. PLEDGE OF ALLEGIANCE
VII. MOMENT OF SILENCE
VIII. INTRODUCTIONS/PRESENTATIONS/COMMISSION REPORTS
1. 22-667
Filipino-American History Month Proclamation
Filipino American History Month Proclamation 2023Attachments:
IX. AGENDA ADDITIONS/DELETIONS
3 October 10, 2023City Council Meeting Agenda
X. PUBLIC COMMUNICATIONS
This time is reserved for members of the public to address issues not included in the agenda. In accordance with the Brown Act, Council will refer to staff any matters brought before them at this time, and those matters may be placed on a future agenda.
Individuals wishing to address the City Council are asked to complete a form indicating the name and address of the speaker and the general topic to be addressed. Speakers must make their comments from the podium and will be allowed 3 minutes to discuss their concerns. All public comments are recorded and become part of the public record. A limit of 30 minutes will be devoted to taking public comment at this point in the agenda. If any speakers remain at the conclusion of the initial 30 minute period, time will be reserved at the conclusion of the meeting to take the remaining comments.
XI. PUBLIC HEARINGS
1. 22-668
Ordinance of The City Council Of The City Of Hercules Amending The Hercules Municipal Code Title 3, Chapter 4, Article 12 To Specify Parking Restrictions In Designated Green Zones, And Clarifying Parking Time Limits in Designated Yellow Zones.
RECOMMENDATION:
Receive presentation, convene public hearing and take public comment, discuss, waive first reading and approve introduction of the proposed ordinance.
Staff Report - Amending HMC Parking to Establish Green Zones Attach 1 - Ordinance Amending HMC 3-4.1202 -Green Curbs Attachments:
XII. CONSENT CALENDAR
1. 22-658 Easements for the Sycamore Avenue Sewer Trunk Replacement Project
RECOMMENDATION:
The City Council approve purchase and sale agreements with the Coventry of Hercules Homeowners Association (HOA) and the McClures at 136 Camden Lane to acquire 2 easements for the Sycamore Avenue Sewer Trunk Replacement Project and authorize the City Manager to sign both agreements and associated deeds on behalf of the City Council.
Staff Report - Sewer Trunk Easements
Attach 1 - Resolution Sewer Trunk Easements
Attach 2 - Coventry HOA Agreement & Easement
Attach 3 - McClure Agreement & Easement
Exhibit - Sewer Easements
Attachments:
4 October 10, 2023City Council Meeting Agenda
2. 22-666 Accept the Investment Report for the Quarter Ending June 30, 2023 RECOMMENDATION:
Accept the Investment Report for the Quarter Ending June 30, 2023 Staff Report - Investment Quarterly Report Ending 06.30.2023 Attach 1 - Quarterly Investment Report
Attachments:
XIII. DISCUSSION AND/OR ACTION ITEMS
1. 22-671 Victoria by the Bay Landscaping and Lighting Assessment District - Authorize Proposition 218 Proceedings for the Purposes of Increasing Assessments in Fiscal Year 2024/25, Approve Preliminary Engineer’s Report, Declare City Council’s Intention to Levy and Collect Assessments for Fiscal Year 2024/25
RECOMMENDATION:
City staff is recommending City Council adopt the following resolutions:
a.
A resolution authorizing Proposition 218 proceedings and directing the filing of the Fiscal Year (FY) 2024/25 Engineer’s Report for Victoria by the Bay Landscaping and Lighting Assessment District No. 2002-1, pursuant to the Landscaping and Lighting Act of 1972; and
b. A resolution for the approval of the Preliminary Engineer’s Report and declaring the City Council’s intention to levy and collect assessments for Fiscal Year 2024/25 within the Victoria by the Bay Landscaping and Lighting Assessment District No. 2002-1 and setting a public hearing for December 5, 2023.
Staff Report - Victoria by the Bay LLAD
Attach 1 - FY 2024/25 VBTB LLAD Resolution of Initiation Attach 2 - FY 2024/25 VBTB LLAD Resolution of Intention Attach 3 - FY 2024/25 VBTB Preliminary Engineer's Report Attachments:
5 October 10, 2023City Council Meeting Agenda
2. 22-670 Review of the Comprehensive User Fee Study
RECOMMENDATION:
Staff recommends that the City Council:
1. Receive report from Staff and Revenue & Cost Specialist (RCS).
2. Review and discuss staff recommendations for changes to the City’s Master Fee Schedule for fiscal year 2023-24 based on the completed user fee analysis.
3. Provide Staff with direction on cost recovery objectives and the recommended fee proposals.
Staff Report - Comprehensive User Fee Study
Attach 1 - Hercules Cost of Services Study - Final Report 08.09.2023 Presentation - Hercules Fee Study
Attachments:
3. 22-669 Approve a resolution to enter into a ten-year Master Agreement with Caltrans for Transit and Intercity Rail Capital Program (TIRCP) Funding.
RECOMMENDATION:
Adopt a resolution approving a ten-year Master Funding Agreement with Caltrans to receive Transit and Intercity Rail Program (TIRCP) Funding and authorizing the City Manager to execute the Master Agreement on behalf of the City.
Staff Report - TIRCP Master Agreement Reso
Attach 1 - TIRCP Master Agreement Resolution
Attach 2 - TIRCP MA Template DLA
Attachments:
4. 22-675 Lease Agreement with AT&T Mobility - Communication Tower on Wheels at 111 Civic Drive
RECOMMENDATION:
Approve the draft Site Lease agreement, Attachment 1, between the City of Hercules and AT&T Mobility and authorize the City Manager to execute all related site lease documents that are substantially similar to the approved draft.
Staff Report - AT&T Cell on Wheels
Attach 1 - Site Lease
Attahc 2 - Resolution - AT&T Cell on Wheels
Attachments:
XIV. PUBLIC COMMUNICATIONS
This time is reserved for members of the public who were unavailable to attend the Public Communications period during Section X of the meeting, or were unable to speak due to lack of time. The public speaker requirements specified in Section X of this Agenda apply to this Section.
6 October 10, 2023City Council Meeting Agenda
XV. CITY COUNCIL/CITY MANAGER/CITY ATTORNEY ANNOUNCEMENTS,
COMMITTEE, SUB-COMMITTEE AND INTERGOVERNMENTAL COMMITTEE REPORTS
AND FUTURE AGENDA ITEMS
This is the time for brief announcements on issues of interest to the community. In accordance with the provisions of the Brown Act, matters which do not appear on this agenda but require City Council discussion may be either (a) referred to staff or other resources for factual information or (b) placed on a future meeting agenda.
1. Regional Committees
2. City Council Committees and Subcommittees
3. Commission Liaisons
XVI. ADJOURNMENT
The next Regular Meeting of the City Council will be held on Tuesday, October 24, 2023 at 7:00p.m. in the Council Chambers.
Agendas are posted in accordance with Government Code Section 54954.2(a) or Section 54956.
Members of the public can view electronic agendas and staff reports by accessing the City website at www.ci.hercules.ca.us and can receive e-mail notification of agenda and staff report postings by signing up to receive an e-notice from the City’s homepage. Agendas and staff reports may also be obtained by contacting the City Clerk at (510) 799-8200 (Posted: October 6, 2023)
INSTRUCTIONS ON HOW TO PARTICIPATE AND WATCH THE HERCULES CITY COUNCIL AND PLANNING
COMMISSION HYBRID MEETINGS
Attend in Person: Hercules City Council Chambers – 111 Civic Drive, Hercules, CA 94547 Attend via Zoom Teleconference: Details provided below and zoom webinar login, passcode and phone numbers provided on the agenda cover.
7 October 10, 2023City Council Meeting Agenda
How to Submit Public Comments
In Person: Attend meeting at the Hercules City Council Chambers, fill out a public speaker card located on the side table and submit it to the City Clerk.
Via Zoom: At this time remote public comment is suspended and will not be accepted. To watch and listen only.
Download the Zoom mobile app from the Apple Appstore or Google Play. If you are using a desktop computer, you can test your connection to Zoom by clicking here or go to: https://www.zoom.us/join. Zoom also allows you to join by phone at +1-669-900-6833 or +1-929-205-6099 or +1-253-215-8782.
Written Comments Submitted Electronically: All comments received before 3:00 p.m. the day of the meeting will be provided to the City Council prior to the meeting and posted to the City’s agenda website and located by clicking on the “meeting details” tab. Written comments received after 3:00 p.m. will be provided to City Council and posted to the agenda website the following day. Written comments will not be read aloud during the meeting. Email comments to [email protected]. Please indicate which item on the agenda you are commenting on in the subject line of your email.
Written comments submitted in person or via mail: Additional ways to provide your public comment is to either drop off your comment in person to the front desk receptionist located in the City Hall lobby or to mail your comment to City of Hercules, ATTN: City Clerk – Public Comment (Meeting Date), 111 Civic Drive, Hercules, CA 94547 in time to reach the City Clerk no later than 3:00 p.m. on the day of the meeting or you can submit your comment by telephone by calling (510) 799-8208 no later than 3:00 p.m. on the meeting date.
If you need assistance with public comment, please contact: Eibleis Melendez City Clerk at [email protected] or by calling (510) 799-8208.
All public comments will become part of the official meeting record. As emails containing public meeting comments are part of the official record, note that personal contact information may be published if it is included with your email. The City cannot guarantee that its network and/or the website will not be uninterrupted. To ensure that the City Council receives your written comments, you are strongly encouraged to submit your comments in writing in advance of the meeting by 3:00 p.m. on the day of the Council or Commission meeting.
8 October 10, 2023City Council Meeting Agenda
OTHER WAYS TO WATCH THE MEETING
Live on Channel 28: City Council meetings will replay the following Thursday at 7:00 p.m. and Saturday at 1:00 p.m.
Planning Commission meetings will replay the following Wednesday at 7:00 p.m. and Saturday at 9:00 a.m.
Video Streamed Live on the City’s Website:
To view City Council and Planning Commission meeting videos online go to: Hercules Meeting Videos.
Instructions to view Live or On-Demand Videos from the City’s website:
1. Go to: Hercules Meeting Videos or https://hercules.legistar.com/calendar.aspx.
2. Locate the desired meeting and date.
3. Click the associated “Video” link (Video status is as follows):
Video = Video is available for on demand viewing.
In Progress = Video is available for viewing during live recording.
Not Available = Video is either unavailable or has not been recorded.
9 October 10, 2023City Council Meeting Agenda
THE HERCULES CITY COUNCIL ADHERES TO THE FOLLOWING POLICIES,
PROCEDURES AND REGULATIONS REGARDING CITY COUNCIL MEETINGS
1. SPECIAL ACCOMMODATIONS: In compliance with the Americans with Disabilities Act, if you require special accommodations to participate at a City Council meeting, please contact the City Clerk at 510-799-8208 at least 48 hours prior to the meeting.
2. AGENDA ITEMS: Persons wishing to add an item to an agenda must submit the final written documentation 12 calendar days prior to the meeting. The City retains the discretion whether to add items to the agenda. Persons wishing to address the City Council otherwise may make comments during the Public Communication period of the meeting.
3. AGENDA POSTING: Agendas of regular City Council meetings are posted at least 72 hours prior to the meeting at City Hall, the Hercules Swim Center, Ohlone Child Care Center, and on the City’s website (www.ci.hercules.ca.us),
4. PUBLIC COMMUNICATION: Persons who wish to address the City Council should complete the speaker form prior to the Council's consideration of the item on the agenda.
Anyone who wishes to address the Council on a topic that is not on the agenda and is relevant to the Council should complete the speaker form prior to the start of the meeting. Speakers will be called upon during the Public Communication portion of the meeting. In accordance with the Brown Act, the City Council may not take action on items not listed on the agenda. The Council may refer to staff any matters brought before them at this time and those matters may be placed on a future agenda.
In the interests of conducting an orderly and efficient meeting, speakers will be limited to three (3) minutes.
Anyone may also submit written comments at any time before or during the meeting.
5. CONSENT CALENDAR: All matters listed under Consent Calendar are considered to be routine and will be enacted by one motion. There will be no separate discussion of these items unless requested by a member of the Council or a member of the public prior to the time the City Council votes on the motion to adopt.
6. LEGAL CHALLENGES: If you challenge a decision of the City Council in court, you may be limited to raising only those issues you or someone else raised at the meeting or in written correspondence delivered at, or prior to, the meeting. Actions challenging City Council decisions shall be subject to the time limitations contained in Code of Civil Procedure Section 1094.6.
10 IN
TRODUCTIONS/PRESENTATIONS/
COMMISSION REPORTS
AGENDA ITEM
1. 22-667
11 PROCLAMATION
RECOGNIZING OCTOBER 2023 AS
FILIPINO AMERICAN HISTORY MONTH IN THE CITY OF HERCULES WHEREAS, Filipino Americans make up one of the largest Asian American ethnic groups in the United States today with 2 million residing in California and approximately 6,700 in the City of Hercules; and
WHEREAS, the earliest documented evidence of Filipinos in continental United States occurred in October 18, 1587, when mariners called “Luzones indios” under Spanish command landed in Morro Bay, California, as published by Lorraine Jacobs Crouchett in her book, Filipinos in California (1982), which annotated John Walton Caughey’s book, California (1953) and HR Wagner’s Unamuno’s Voyage to California in 1587 in the Quarterly of the California Historical Society (July 1923); and
WHEREAS, the Filipino American National Historical Society established Filipino American History Month in 1988 and subsequently, every October, several communities throughout the U nited States and its territories, have celebrated this occasion, not only to commemorate the anniversary of the presence of the first Filipinos in US soil and to observe its heritage, but also to recognize the social, intellectual and economic contribution s of Filipinos and Filipino Americans in this country; and
WHEREAS, the Filipino American s of Contra Costa County , FACCC, founded in 1975 initiated social, recreational and educational programs to promote the physical and social well -being of the Filipino American Community preserving their cultural heritage; and WHEREAS, the Filipino Americans of Contra Costa County instill in our communities the importance of education, history and ethnicity in creating eminent role models, in establishing a proud cultural identity and producing exceptional citizens of this nation; and WHEREAS, this is an appropriate time to promote and reflect on Philippine history and culture to provide all Americans with the opportunity to learn and appreciate more the Filipino Americans and their historic and social contribution to the USA.
NOW, THEREFORE BE IT PROCLAIMED , I, Alex Walker-Griffin, Mayor of the City of Hercules, on behalf of the entire City Council, do hereby recognize October 2023 to be Filipino American History Month and encourage all residents to join us in celebrating the heritage, influence, and contributions of Filipino Americans.
In witness whereof, I hereunto set my hand and cause the seal of the City of Hercules to be affixed this 10th day of October 2023.
Alex Walker-Griffin, Mayor
22-667
12 PUBLIC HEARINGS
AGENDA ITEM
1. 22-668
13 STAFF REPORT TO THE CITY COUNCIL
DATE: Regular Meeting of October 10, 2023
TO: Mayor and Members of the City Council
VIA: Dante Hall, City Manager
SUBMITTED BY: Patrick Tang, City Attorney
Mike Roberts, Public Works Director
Joe Vasquez, Police Chief
SUBJECT: Ordinance of The City Council Of The City Of Hercules Amending The Hercules Municipal Code Title 3, Chapter 4, Article 12 To Specify Parking Restrictions In Designated Green Zones, And Clarifying Parking Time Limits In Designated Yellow Zones RECOMMENDATION ACTION:
Receive presentation, convene public hearing and take public comment, discuss, waive first reading and approve introduction of the proposed ordinance.
BACKGROUND:
At the request of an adjacent business, two parking spaces on John Muir Parkway have been converted to 20 minute parking zones by painting the curbs green. It was subsequently discovered that use of green curbs for the purpose of allowing limited, short term parking is not expressly authorized pursuant to the Hercules Municipal Code.
In reviewing the current on-street parking code provisions it has also been determined that there is ambiguity in several provisions that should be clarified.
ANALYSIS:
Amending the Hercules Municipal Code to expressly provide for the establishment and enforcement of parking restrictions by use of green curbs will allow enforcement of the 22-668
14 designated time limits pursuant to California Vehicle Code Section 21458. Minor clarifying changes to the provisions for yellow and white curbs will also aid in parking enforcement.
FISCAL IMPACT:
There is no fiscal impact associated with this action.
ATTACHMENTS:
Ordinance Amending the Hercules Municipal Code Title 3, Chapter 4, Article 12
15 Ordinance No. ___
ORDINANCE NO. _____
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF HERCULES AMENDING THE HERCULES MUNICIPAL CODE TITLE 3, CHAPTER 4, ARTICLE 12 TO SPECIFY
PARKING RESTRICTIONS IN DESIGNATED GREEN ZONES , AND CLARIFYING
PARKING TIME LIMITS IN DESIGNATED YELLOW ZONES
WHEREAS, the City of Hercules has adopted parking regulations providing for restricted on-street parking, codified in the Hercules Municipal Code Title 3, Chapter 4 ; and
WHEREAS, local regulations providing for restricted on -street par king make use of color coded curbs to differentiate the types of allowable on-street parking; and
WHEREAS, two parking spaces on John Muir Parkway have been converted to 20 minute parking stalls by painting the curbs green; and
WHEREAS, it has been subsequently determined that green curb parking has not been specifically defined or designated in Hercules Municipal Code Title 3, Chapter 4; and
WHEREAS, in reviewing current on-street parking code provisions it has also been determined that there is ambiguity in several provisions that should be clarified; and
WHEREAS, the proposed amendments are consistent with state law requirements for curb markings contained in California Vehicle Code Section 21458.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY O F HERCULES DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. Recitals. The City Council here by incorporates the above recitals into this Ordinance by this reference.
SECTION 2. Amendment. That the City Council of the City of Hercules does hereby amend Hercules Municipal Code Title 3, Chapter 4, Article 12, to read as follows:
16 Ordinance No. ___
Hercules Municipal Code
TITLE 3
Chapter 4. Traffic
Article 12. Stopping for Loading or Unloading
Sec. 3-4.1202 Curb Markings.
(a) The Director of Public Works is hereby authorized, subject to the provisions and limitations of this section, to place, and when required herein shall place, the following curb markings to indicate the regulations of this article, and such curb markings shall have the meanings as set forth in this section:
(1) Red shall mean no stopping, standing or parking at any time except as permitted by the Vehicle Code, and except that a bus may stop in a red zone marked or signed as a bus zone.
(2) Yellow shall mean no stopping, standing or parking at any time between the hours of 7:00 a.m. and 6:00 p.m. of any day except Sundays and holidays for any purpose other than the loading or unloading of passengers or materials provided that the loading or unloading of passengers or materials shall not consume more than five (5) minutes nor the loading or unloading of materials more than twenty (20) consecutive minutes.
(3) White shall mean no stopping, standing or parking for any purpose other than loading or unloading passengers, or for the purpose of depositing mail in an adjacent mail box, which shall not exceed five (5) consecutive minutes, and such restrictions shall apply between the hours of 7:00 a.m. and 6:00 p.m. of any day except Sundays and holidays and except as follows:
A. When such zone is in front of a hotel or in front of a mail box the restrictions shall apply at all times.
B. When such zone is in front of a theater the restrictions shall apply at all times except when such theater is closed.
(4) Green shall mean no stopping, standing or parking other than the time and days specified on the sign adjacent to such green zone. If no signage specifying a time limitation is present, no vehicle shall stand or park for longer than twenty (20) consecutive minutes in the green zone.
17 Ordinance No. ___
(4) (5) When the Director of Public Works has caused such curb markings to be placed, no person shall stop, stand or park a vehicle adjacent to any such legible curb marking in violation of any of the provisions of this section.
SECTION 3. SEVERABILITY. If any section, subsection, sentence, clause, or phrase of this Ordinance is for any reason held to be inv alid, such decisions shall not affect the validity of the remaining portions of this Ordinance. The Council hereby declares that it would have adopted the O rdinance, and each section, subsection, sentence, clause, or phrase thereof, irrespective of the fa ct that any one or more sections, subsections, sentences, clauses or phrases be deleted.
SECTION 4. Effective Date and Publication. The City Clerk shall certify to the adoption of this Ordinance and shall publish or post the Ordinance as required by law.
This Ordinance shall be effective thirty (30) days from date of final adoption.
THE FOREGOING ORDINANCE was first read at a regular meeting of the Hercul es City Council o n the 10th day of October, 2023, and was passed and adopted at a regular meeting of the Hercules City Council on the _____ day of _____________, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Alex Walker-Griffin, Mayor
__________________________________________
Eibleis Melendez
City Clerk
18 CONSENT CALENDAR
AGENDA ITEMS
1. 22-658
2. 22-666
19 STAFF REPORT TO THE CITY COUNCIL
DATE: Regular Meeting of October 10, 2023
TO: Mayor and Members of the City Council
VIA: Dante Hall, City Manager
SUBMITTED BY: Mike Roberts, Public Works Director/City Engineer SUBJECT: Easements for the Sycamore Avenue Sewer Trunk Replacement Project
RECOMMENDED ACTION:
The City Council approve purchase and sale agreements with the Coventry of Hercules Homeowners Association (HOA) and the McClure s at 136 Camden Lane to acquire 2 easements for the Sycamore Avenue Sewer Trunk Replacement Project and authorize the City Manager to sign both agreements and associated deeds on behalf of the City Council.
BACKGROUND:
The Sycamore Avenue Sewer Trunk Replacement Project is replacing 5,500 feet of the City’s primary 24-inch trunk sewer main with 30-inch piping, beginning at Duck Pond Park and ending at the influent intake to the Wastewater Treatment Plant in Pinole. The construction contract for this $14M project was awarded to Cratus in late 2022 and th ey are progressing steadily, on time and within budget.
The existing sewer trunk was constructed in 1972 and when the Coventry residential subdivision was subsequently developed the front yards and driveways were constructed in the sewer line easement, while the home foundations were constructed close by. 22-658
20 ANALYSIS
Securing the 2 small easements (416 square feet from the Homeowner’s Association and 65 square feet from the McClures) will allow the new sewer trunk main to be realigned down Camden Way, which is a private street, in an existing sewer easement, away from the residential improvements (Exhibit).
This will minimize disruption to residents and the restoration that would otherwise be needed in their front yards, as well as the potential for any foundation damage , during both the construction of the new trunk as well as any repairs that might be needed in the future.
FISCAL IMPACT:
The cost of the HOA easement is $500 while the McClure’s is $600. The project has sufficient funds to cover this cost.
ATTACHMENTS:
Attach 1 - Resolution
Attach 2 – Coventry Purchase and Sales Agreement, Easement Attach 3 – McClure Purchase and Sales Agreement, Easement Exhibit – Sewer Trunk Realignment and Easement Locations
21 RESOLUTION NO. 23-
RESOLUTION APPROVING PURCHASE AND SALE A GREEMENTS WITH THE
COVENTRY OF HERCULES HOMEOWNERS ASSOCIAT ION (HOA) AND THE MCCLURES AT 136 CAMDEN LANE TO A CQUIRE 2 EASEMENTS FOR THE
SYCAMORE AVENUE SEWE R TRUNK REPLACEMENT PROJECT AND
AUTHORIZING THE CITY MANAGER TO SIGN BOTH AGREEMENT S AND
ASSOCIATED DEEDS ON BEHALF OF THE CITY COUNCIL
WHEREAS, the sewer trunk main is being realigned as part of the Sycamore Avenue Sewer Trunk Replacement Project to relocate the sewer trunk main out of front yards and away from homes into the sewer easement on Camden Avenue; and
WHEREAS, two easements are needed to facillitate the realignment to occur; and
WHEREAS, the first easement is located at the top of Camden Lane, which is a private street, on Coventry of Hercules Homeowners Association property, and is 416 s quare feet; and
WHEREAS, the second easement is located at the co rner of the McClure property at 136 Camden Lane (Assessors Parcel Number 404-460-041), and is 65 square feet; and
WHEREAS, the easements would be secured through Purchase and Sale Agreements and associated deeds.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Hercules that the City Council hereby approve purchase and sale agreements with the Coventry of Hercules Homeowners Association (HOA) and the McClure s at 136 Camden Lane to acquire 2 easements for the Sycamore Avenue Sewer Trunk Replacement Project and authorize the City Manager to sign both agreements and associated deeds on behalf of the City Council.
The f oregoing Resolution was duly and regularly adopted at a special meeting of the City Council of th e City of Hercules held on the 10th day of October 2023 by the following vote of the Council:
AYES:
NOES:
ABSTAIN:
ABSENT:
___________________________
Alexander Walker-Griffin, Mayor
ATTEST:
22 Eibleis Melendez, City Clerk
23 24
25 26
27 28
29 30
31 32
33 34
35 36
37 38
39 40
41 42
43 44
45 46
47 48
49 50
51 52
53 C A R O L L O / 1
Camden Lane Easement
City of Hercules
Sycamore
T runk Sewer
Replacement
Project
ESMT – 136
CAMDEN LN
54 CONSENT CALENDAR
AGENDA ITEM
2. 22-666
55 STAFF REPORT TO THE CITY COUNCIL
DATE: Regular Meeting of October 10, 2023
TO: Members of the City Council
VIA: Dante Hall, City Manager
SUBMITTED BY: Edwin Gato, Director of Finance
SUBJECT: Investment Report for the Quarter Ending June 30, 2023
RECOMMENDED ACTION
Accept the Investment Report for the Quarter Ending June 30, 2023
EXECUTIVE SUMMARY
Pursuant to California Government Code section 53646 and the City’s Investment Policy, a quarterly report and certification shall be provided to the City Council, City Manager, and City Auditor. The Quarterly Investment Report shall include a complete description of the portfolio, the type of investments, the issuers, maturity dates, par value and dollar amounts invested in all securities. The certification must provide assurances that investments were made consistent with the City’s Investment Policy and that the City will meet its expenditure obligations for the next six months. The Quarterly Investment Report for the quarter ending June 30, 2023, is provided as Attachment 1.
BACKGROUND AND ANALYSIS
To comply with state law and city policy, the City is required to present quarterly investment reports detailing the City's investment portfolio to the City Council and City Manager. The Council's authority to invest or reinvest funds or sell or exchange securities is delegated to the City's Finance Director, who also serves as City Treasurer. Pursuant to the Investment Policy, the City Treasurer may delegate some of their fiduciary responsibility to an outside investment management firm. An investment manager's fiduciary responsibility is a legal requirement related to registration with the Securities and Exchange Commission under the Investment Advisor Act of 1940. Due to the specialized services and expertise required to assist the City in the varied investment options available, the City has used the Local Investment Agency Fund (LAIF) and PARS experienced investment managers. 22-666
56 This report presents the City’s investment portfolio for the quarter ending March 31, 2023.
It has been prepared to comply with regulations contained in California Government Code Section 53646 and City’s Investment Policy. The report includes all cash and investments managed by the City. It also includes City-related investments held by bond trustees for debt service obligations as well as money held in the irrevocable trust with PARS for pension and other post-employment benefits (OPEB). The report provides information on the investment type, issuer, maturity date, cost, and current market value for each security.
The City utilizes the Local Agency Investment Fund (LAIF) as a money market fund administered by the State Treasurer. LAIF has many governmental agency participants and holds securities through its administrator. LAIF provides local agencies a way to invest cash held in treasury pool that may be withdrawn as needed on a same-day basis to meet the agency’s cash flow needs while realizing interest generated by the Pooled Money Investment Account (PMIA). Moreover, the Investments held by Bond Trustees are administered in accordance with individual bond indentures.
As of June 30 , 202 3, the overall pooled investment portfolio average yield (before adjustments for changes in market value) was 2.48%, which is lower than the rate for two- year U.S. Treasury Note at 5.40% and LAIF average monthly rate of 3.17%. The market value of the pooled portfolio was $891,292 or 1.06% lower than the book value. As the City does not intend to sell its pooled investment portfolio securities prior to maturity, this will have no effect on yield.
69.76% of the total Investment Portfolio was deposited with LAIF as of June 30, 2023. LAIF has 59.91% of its investments in U.S. Treasuries notes, 7.59% in CDs and bank notes, and
32.5% in other types of investments. Additional economic summaries and specific information related to each of the investment advisors and LAIF are included in the Investment Portfolio Summary Report (Attachment 1).
The City invests its idle cash from all operating funds on a pooled basis to maximize returns.
Earnings are allocated to each fund based on the average cash balance. The timing of revenue collections, such as property tax, business licenses, and franchise tax, affects the quarterly investment income during the year. There is adequate cash to meet expected obligations over the next six months.
Amount
Market Over/(Under) Average
Investment Type Value Cost Yield
Petty Cash $2,005 - 0.00%
Cash in Bank 10,048,711 - 0.89%
Local Agency Investment Fund (LAIF) 57,856,509 ($891,292) 3.17% Irrevocable Trust (Pension) 2,141,823 - 1.77% Irrevocable Trust (OPEB) 2,668,316 - 1.77% Investments with Bond Trustees 10,607,349 - 3.87% Total Portfolio $83,324,713 ($891,292) 2.48%
57 Governmental Accounting Standards Board (GASB) Statement 40 requires the City to recognize the fair market value of its investments at the end of each fiscal year. The market values of investments included in this report are obtained from the State Controller’s office for LAIF and from the City’s registered investment managers and bond trustees for all other investments. These market valuations are subject to daily changes. The difference between market value and historical costs, known as Unrealized Investment Gains and Losses, are temporary in nature and are not cash-related transactions. Since it is the City’s general intention to hold its investments until maturity, when they would be redeemed at par value, any unrealized gain or loss is only reported at the end of the fiscal year in the City’s Comprehensive Annual Financial Report.
Of the total cash and investments reported above, the portions held in the City’s General Fund (approximately $30.2 million, or 36%) and Internal Service Funds (approximately $2.1 million, or 3%) are unrestricted, although a portion of these amounts may be committed for existing obligations or designated for speci fic purposes. The remaining $ 51.9 million, or 62%, of the City’s cash and investments are restricted for specific uses, in accordance with federal, state, or local agency rules and regulations.
FISCAL IMPACT OF RECOMMENDATION
This is an information report with no fiscal impact.
ATTACHMENTS:
1. Quarterly Investment Report
58 1
INVESTMENT REPORT
For the Quarter Ending June 30, 2023
City of Hercules, California
59 CITY OF HERCULES
FINANCE DEPARTMENT
111 CIVIC DRIVE
HERCULES, CALIFORNIA 94547-1771
PHONE: 510-799-8200
October 10, 2023
Honorable Mayor and City Council:
I verified that this investment portfolio, as of June 30, 2023, conforms with all state laws and City’s investment policy. The City’s expenditures requirements for the next months are covered by anticipated revenues from City operations and liquidity from cash on deposit.
As of June 30, 2023, the City has sufficient funds to meet its expenditure requirements for the next six months.
Sincerely,
Edwin Gato
Finance Director/City Treasurer
60 City of Hercules, California
Investment Portfolio Summary Report
For the Quarter Ended June 30, 2023
Book % of Average Market
Value Total Yield Value
Cash on Hand $2,005 $2,005
Cash on Deposit 10,048,711 10,048,711
Total Cash on Hand 10,050,716 11.93% 0.89% 10,050,716 Local Agency Investment Fund (LAIF) 58,747,802 69.76% 3.17% 57,856,509 Irrevocable Trust (Pension) 2,141,823 2.54% 1.77% 2,141,823 Irrevocable Trust (OPEB) 2,668,315 3.17% 1.77% 2,668,316 Investments with Bond Trustees 10,607,349 12.60% 3.87% 10,607,349 Total Portfolio $84,216,005 100.00% 2.48% $83,324,713
Amount over (under) Market Value vs. Book Value ($891,292) % of Portfolio -1.06%
Investments by Type
Cash on Hand
LAIF
Irrevocable Trust
(Pension)
Irrevocable Trust
(OPEB)
Investments with
Trustees
61 City of Hercules
Detail for Investment Portfolio Summary Report
For the Quarter Ended June 30, 2023
(DAYS)
BOOK PURCHASE MATURITY LIFE TO REMAINING PAR MARKET
DESCRIPTION VALUE RATE YIELD DATE DATE MATURITY LIFE VALUE VALUE
CASH ON HAND
PETTY CASH 2,005.00 0.00% 0.00% 2,005.00 $2,005.00
CASH IN BANK
MECHANICS BANK - GENERAL CHECKING 4,344,493.07 0.00% 0.00% 4,344,493.07 4,344,493.07 MECHANICS BANK - HERCULES RDA 5,658,196.95 0.00% 0.00% 5,658,196.95 5,658,196.95 MECHANICS BANK - PD ASSET SEIZURE 25,386.98 0.00% 0.00% 25,386.98 25,386.98 CalTRUST 20,633.81 3.57% 3.57% 3/31/2023 6/30/2023 91 - 20,633.81 20,633.81 TOTAL AND AVERAGES 10,048,710.81 0.89% 0.89% 91 - 10,048,710.81 10,048,710.81
LOCAL AGENCY INVESTMENT FUND (LAIF)
LAIF 58,747,801.78 3.17% 3.17% 3/31/2023 6/30/2023 91 - 58,747,801.78 57,856,509.45
IRREVOCABLE TRUST (PENSION/OPEB)
US BANK MUTUAL (PARS-OPEB) 2,668,315.98 1.77% 1.77% 3/31/2023 6/30/2023 91 - 2,668,315.98 2,668,315.98 US BANK MUTUAL (PARS-PENSION) 2,141,823.09 1.77% 1.77% 3/31/2023 6/30/2023 91 - 2,141,823.09 2,141,823.09 TOTAL AND AVERAGES 4,810,139.07 1.77% 1.77% 91 - 4,810,139.07 4,810,139.07
INVESTMENTS WITH BOND TRUSTEES
GE CAPITAL CORPORATION 4,421.94 3.03% 3.03% 3/31/2023 6/30/2023 91 - 4,421.94 4,421.94
WEBSTER BANK (STERLING NATIONAL BANK
ESCROW) 117,303.35 0.24% 0.24% 3/31/2023 6/30/2023 91 - 117,303.35 117,303.35 THE BANK OF NEW YORK (BNY) JM 05 1 RESERVE
FUND 55,797.47 0.00% 0.00% 3/31/2023 6/30/2023 91 - 55,797.47 55,797.47
THE BANK OF NEW YORK (BNY) MELLON TRUST
HERCULES PFA WW INTEREST ACCT 21 A 2,887.50 0.00% 0.00% 3/31/2023 6/30/2023 91 - 2,887.50 2,887.50
THE BANK OF NEW YORK (BNY) MELLON TRUST
HERCULES PFA WW ACQUISITION FD 21 A 8,325,000.00 0.00% 0.00% 3/31/2023 6/30/2023 91 - 8,325,000.00 8,325,000.00
THE BANK OF NEW YORK (BNY) MELLON TRUST
(HERCULES PFA 09 REVENUE FUND) 546,868.29 4.99% 4.99% 3/31/2023 6/30/2023 91 - 546,868.29 546,868.29
THE BANK OF NEW YORK (BNY) MELLON TRUST
(HERCULES PFA 09 DEBT SERV PRIN ACCT) 259,482.77 4.99% 4.99% 3/31/2023 6/30/2023 91 - 259,482.77 259,482.77
THE BANK OF NEW YORK (BNY) MELLON TRUST
(HERCULES PFA 09 DEBT SERV INT ACCT) 337,306.45 4.99% 4.99% 3/31/2023 6/30/2023 91 - 337,306.45 337,306.45
THE BANK OF NEW YORK (BNY) MELLON TRUST
(HERCULES PFA 09 RESERVE FD) 920,215.00 4.99% 4.99% 3/31/2023 6/30/2023 91 - 920,215.00 920,215.00
THE BANK OF NEW YORK (BNY) MELLON TRUST
(HERCULES 2020 INT FD) 4,567.80 0.00% 0.00% 3/31/2023 6/30/2023 91 - 4,567.80 4,567.80
THE BANK OF NEW YORK (BNY) MELLON TRUST (SA
HERCULES 2022 A B DEBT SERVICE) - 0.00% 0.00% 3/31/2023 6/30/2023 91 - - - THE BANK OF NEW YORK (BNY) MELLON TRUST (sa
HERCULES 2022 A B INTEREST ACCT) 33,498.59 0.00% 0.00% 3/31/2023 6/30/2023 91 - 33,498.59 33,498.59 TOTAL AND AVERAGES 10,607,349.16 3.87% 3.87% 91 - 10,607,349.16 10,607,349.16 TOTAL INVESTMENT REPORT 84,216,005.82 2.48% 2.48% 91 - $84,216,005.82 $83,324,713.49 62 City of Hercules, California
Investment Portfolio Summary Report
For the Quarter Ended June 30, 2023
% of
Cash Description Book Value Total
Bond Trustee $10,607,349 13%
Irrevocable Trust 4,810,139 6%
Restricted 36,524,741 43%
General Fund 30,161,052 36%
Internal Service Funds 2,112,725 3%
Total, Book Value $84,216,006 100%
Restricted:
Wastewater 19,123,492
Successor Housing 5,277,389
Development Impact Fees 2,006,442
Landscape & Lighting 1,516,958
Gas Tax, RMRA & Measure J "Street" 1,128,526
General Plan Update 929,750
Solid Waste 819,492
Capital Projects 693,170
Agency Fund 650,179
Successor Agency 3,788,375
BART (Park & Ride) 341,878
Asset Seizure 249,090
36,524,741
Bond Trustee
13%
Irrevocable Trust
6%
Restricted
43%
General Fund
36%
Internal Service Funds
2%
Cash by Fund
63 *June 3.167
May 2.993
April 2.870
March 2.831
PMIA Average Life(1): 260
LAIF Fair Value Factor(1): 0.984828499
PMIA Daily(1): 3.26
PMIA Quarter to Date(1): 3.01
LAIF Apportionment Rate(2): 3.15
LAIF Earnings Ratio(2): 0.00008636172883763
LAIF Administrative Cost(1)*: 0.06
Treasuries
59.91%
Agencies
24.30%
Certificates of
Deposit/Bank Notes
7.59%
Time
Deposits
3.10%
Commercial
Paper
4.61%
Corporate
Bonds
0.26%
Loans
0.23%
Notes: The apportionment rate includes interest earned on the CalPERS Supplemental Pension Payment pursuant to Government Code 20825 (c)(1) and interest earned on the Wildfire Fund loan pursuant to Public Utility Code 3288 (a). *The percentage of administrative cost equals the total administrative cost divided by the quarterly interest earnings. The law provides that administrative costs are not to exceed 5% of quarterly EARNINGS of the fund. However, if the 13-week Daily Treasury Bill Rate on the last day of the fiscal year is below 1%, then administrative costs shall not exceed 8% of quarterly EARNINGS of the fund for the subsequent fiscal year. ** Revised
Source:
(1) State of California, Office of the Treasurer
(2) State of Calfiornia, Office of the Controller
PMIA Average Monthly
Effective Yields(1)
PMIA/LAIF Performance Report
as of 06/30/2023
Daily rates are now available here. View PMIA Daily Rates Quarterly Performance
Quarter Ended 06/30/23
Chart does not include $2,496,000.00 in mortgages, which equates to 0.002%. Percentages may not total 100% due to rounding.
Pooled Money Investment Account
Monthly Portfolio Composition (1)
06/30/23
$168.1 billion
64 City of Hercules
As of June 30, 2023
Presented By
Andrew Brown, CFA
65 PARS: City of Hercules
Performance Inception: 6/1/2010
The OPEB plan was invested in account 6746019207, PARS Balanced HighMark Plus, from June 1, 2010 to December 31, 2017. The Plan was then subsequently invested in account 6746050104, PARS Moderately Conservative HighMark Plus, from January 1, 2018 and onwards. Returns are gross of account level investment advisory fees and net of any fees, including fees to manage mutual fund or exchange traded fund holdings. Returns for periods over one year are annualized. The information presented has been obtained from sources believed to be accurate and reliable. Past performance is not indicative of future returns. Securities are not FDIC insured, have no bank guarantee, and may lose value.
1 Quarter
to Date
(3 Months)
Year
to Date
(6 Months) 1 Year 3 Years 5 Years 10 Years
Inception
to Date
06/01/2010
Cash Equivalents 1.21 2.27 3.63 1.26 1.44 .90 .69
Lipper Money Market Funds Index 1.21 2.30 3.70 1.27 1.43 .86 .66 Total Fixed Income -.12 2.85 .58 -2.58 1.01 1.65 2.32
Bloomberg US Aggregate Bd Index (USD) -.84 2.09 -.94 -3.96 .77 1.52 2.08 Total Equities 6.46 13.24 15.70 11.76 8.33 9.76 10.65
Large Cap Funds 9.34 17.96 19.65 13.89 11.26 12.26 12.67 S&P 500 Composite Index 8.74 16.89 19.59 14.60 12.31 12.86 13.56 Mid Cap Funds 4.77 9.10 15.02 12.55 8.36 9.27 10.73
Russell Midcap Index 4.76 9.01 14.92 12.50 8.46 10.32 11.75 Small Cap Funds 4.30 7.83 13.13 12.41 6.15 10.23 11.99
Russell 2000 Index (USD) 5.21 8.09 12.31 10.82 4.21 8.26 9.83 International Equities 2.35 9.31 12.02 7.28 3.97 4.98 5.28 MSCI EAFE Index (Net) 2.95 11.67 18.77 8.93 4.39 5.41 6.34 MSCI EM Free Index (Net USD) .90 4.89 1.75 2.32 .93 2.95 2.97 REIT Funds 1.89 3.58 -3.47 5.94 4.16
Wilshire REIT Index 3.31 6.73 -.31 8.55 4.40 6.39 8.55
Total Managed Portfolio 1.77 5.68 4.92 1.87 3.45 5.35 6.49 Period Ending 6/30/2023
Selected Period Performance
HERCULES OPEB
66 Asset Allocation – OPEB Plan
As of June 30, 2023
PARS: City of Hercules
2 Current Asset Allocation Investment Vehicle
Equity R ange: 20%-40% 28.70%
Large Cap Core COFYX Columbia Contrarian Core Cl Z 2.73% VGIAX Vanguard Growth & Income Adm 5.40%
Large Cap Value IVE iShares S&P 500 Value ETF 1.16%
DODGX Dodge & Cox Stock Fund 2.54%
Large Cap Growth HNACX Harbor Capital Appreciation Retirement 1.59% IVW iShares S&P 500 Growth ETF 1.61%
Mid Cap Core IWR iShares Russell Mid-Cap ETF 2.57%
Small Cap Value UBVFX Undiscovered Mgrs Behavioral Value R6 2.04% Small Cap Growth FGROX Emerald Growth Fund Inst 2.04%
International Core DFALX DFA Large Cap International I 2.24% International Value DODFX Dodge & Cox International Stock Fund 0.81% International Growth MGRDX MFS® International Growth R6 0. 80% Emerging Markets HHHFX Hartford Schroders Emerging Mkts Eq 2.22% Real Estate VNQ Vanguard Real Estate ETF 0.94%
Fixed Income Range: 50%-80% 66.61%
S
hort-Term VFSUX Vanguard Short-Term Investment-Grade Adm 6.38% Intermediate-Term DODIX Dodge & Cox Income Fund 17.45%
DBLFX DoubleLine Core Income Fund 17.36%
PTRQX Prudential Total Return Bond Q 17.44%
GOVT iShares US Treasury ETF 3.99%
Mortgage Backed MBB iShares MBB ETF 3.99%
Cash Range: 0%-20% 4.69%
FGZXX First American Government Oblig Z 4.69%
TOTAL 100.00%
67 PARS: City of Hercules
Performance Inception: 12/01/2017 Initial contribution was made on November 2017.
Returns are gross of account level investment advisory fees and net of any fees, including fees to manage mutual fund or exchange traded fund holdings. Returns for periods over one year are annualized. The information presented has been obtained from sources believed to be accurate and reliable. Past performance is not indicative of future returns. Securities are not FDIC insured, have no bank guarantee, and may lose value. 3 Quarter
to Date
(
3 Months)
Year
to Date
(
6 Months) 1 Year 3 Years 5 Y ears
Inception
to Date
12/
01/2017
Cash Equivalents 1.21 2. 27 3.63 1.26 1.44 1.43
Lipper Money Market Funds Index 1.21 2. 30 3.70 1.27 1.43 1.41 Total Fixed Income -.12 2. 85 .58 -2.58 1.01 .71
Bloomberg US Aggregate Bd Index (USD) -.84 2. 09 -.94 -3.96 .77 .47 Total Equities 6.46 13. 24 15.70 11.76 8.33 8.03
Large Cap Funds 9.34 17. 96 19.65 13.89 11.26 10.90
S&P 500 Composite Index 8.74 16. 89 19.59 14.60 12.31 11.69 Mid Cap Funds 4.77 9. 10 15.02 12.55 8.36 8.06
Russell Midcap Index 4.76 9. 01 14.92 12.50 8.46 8.17
Small Cap Funds 4.30 7. 83 13.13 12.41 6.15 7.21
Russell 2000 Index (USD) 5.21 8. 09 12.31 10.82 4.21 5.07 International Equities 2.35 9. 31 12.02 7.28 3.97 3.06
MSCI EAFE Index (Net) 2.95 11. 67 18.77 8.93 4.39 3.70
MSCI EM Free Index (Net USD) .90 4. 89 1.75 2.32 .93 .23 REIT Funds 1.89 3. 58 -3.47 5.94 4.16 3.69
Wilshire REIT Index 3.31 6. 73 -.31 8.55 4.40 4.18
Total Managed Portfolio 1.77 5. 68 4.92 1.87 3.45 3.12
Account *****50104
Period Ending 6/30/2023
Selected Period Performance
PARS/PRSP MODERATELY CONSERVATIVE HM
68 Asset Allocation – Pension
As of June 30, 2023
PARS: City of Hercules
4 Current Asset Allocation Investment Vehicle
Equity R ange: 20%-40% 28.70%
Large Cap Core COFYX Columbia Contrarian Core Cl Z 2.73% VGIAX Vanguard Growth & Income Adm 5.40%
Large Cap Value IVE iShares S&P 500 Value ETF 1.16%
DODGX Dodge & Cox Stock Fund 2.54%
Large Cap Growth HNACX Harbor Capital Appreciation Retirement 1.59% IVW iShares S&P 500 Growth ETF 1.61%
Mid Cap Core IWR iShares Russell Mid-Cap ETF 2.57%
Small Cap Value UBVFX Undiscovered Mgrs Behavioral Value R6 2.04% Small Cap Growth FGROX Emerald Growth Fund Inst 2.04%
International Core DFALX DFA Large Cap International I 2.24% International Value DODFX Dodge & Cox International Stock Fund 0.81% International Growth MGRDX MFS® International Growth R6 0. 80% Emerging Markets HHHFX Hartford Schroders Emerging Mkts Eq 2.22% Real Estate VNQ Vanguard Real Estate ETF 0.94%
Fixed Income Range: 50%-80% 66.61%
S
hort-Term VFSUX Vanguard Short-Term Investment-Grade Adm 6.38% Intermediate-Term DODIX Dodge & Cox Income Fund 17.45%
DBLFX DoubleLine Core Income Fund 17.36%
PTRQX Prudential Total Return Bond Q 17.44%
GOVT iShares US Treasury ETF 3.99%
Mortgage Backed MBB iShares MBB ETF 3.99%
Cash Range: 0%-20% 4.69%
FGZXX First American Government Oblig Z 4.69%
TOTAL 100.00%
69 PARS: City of Hercules
5 1-Month 3-Month Year-to- 1-Year 3-Year 5-Year 10-Year Fund Name Return Return Date Return Return Return Return Columbia Contrarian Core Inst3 6.58 11.06 20.75 21.21 15.02 12.88 12.78 Vanguard Growth & Income Adm 7.16 8.50 15.52 18.31 14.72 11.92 12.74 Dodge & Cox Stock I 6.91 5.58 7.15 12.37 18.18 10.02 11.41 iShares S&P 500 Value ETF 6.86 6.60 12.06 19.78 16.58 10.39 10.33 Harbor Capital Appreciation Retirement 6.84 15.74 36.94 32.51 8.83 12.69 15.40 iShares S&P 500 Growth ETF 6.36 10.54 21.13 18.04 11.60 12.81 14.28 S&P 500 TR USD 6.61 8.74 16.89 19.59 14.60 12.31 12.86
iShares Russell Mid-Cap ETF 8.33 4.73 8.94 14.79 12.32 8.31 10.15 Russell Mid Cap TR USD 8.34 4.76 9.01 14.92 12.50 8.46 10.32 Undiscovered Managers Behavioral Val R6 7.38 -0.17 0.36 7.78 24.50 6.90 9.90 Emerald Growth Institutional 8.17 8.78 13.26 20.32 7.22 5.66 10.41 Russell 2000 TR USD 8.13 5.21 8.09 12.31 10.82 4.21 8.26 Dodge & Cox International Stock I 7.02 4.31 10.72 14.70 12.78 4.88 5.33 DFA Large Cap International I 4.81 3.00 11.18 17.21 9.99 4.82 5.64 MFS International Growth R6 3.74 2.97 12.47 18.55 8.43 6.86 7.56 MSCI EAFE NR USD 4.55 2.95 11.67 18.77 8.93 4.39 5.41
Hartford Schroders Emerging Mkts Eq F 5.13 1.90 7.15 4.00 2.31 1.59 3.70 MSCI EM NR USD 3.80 0.90 4.89 1.75 2.32 0.93 2.95
Source: SEI Investments, Morningstar Investments
CITY OF HERCULES
Returns less than one year are not annualized. Past performance is no indication of future results. The information presented has been obtained from sources believed to be accurate and reliable. Securities are not FDIC insured, have no bank guarantee and may lose value.
INTERNATIONAL EQUITY FUNDS
For Period Ending June 30, 2023
LARGE CAP EQUITY FUNDS
MID CAP EQUITY FUNDS
SMALL CAP EQUITY FUNDS
70 PARS: City of Hercules
6 1-Month 3-Month Y ear-to- 1-Year 3-Year 5-Year 10-Year Fund Name Return Return Date Return Return Return Return Vanguard Real Estate ETF 5.56 1.64 3.44 -3.95 5.86 4.36 6.12 DoubleLine Core Fixed Income I -0.26 -0.59 2.95 -0.09 -2.48 0.59 1.88 PGIM Total Return Bond R6 0.14 0.00 3.17 0.71 -3.28 1.10 2.42 Dodge & Cox Income I 0.32 0.08 3.21 1.83 -1.76 2.02 2.55 Vanguard Short-Term Investment-Grade Adm -0.32 -0.12 1.76 1.58 -0.87 1.52 1.68 iShares MBS ETF -0.43 -0.69 1.92 -1.58 -3.76 -0.01 1.00 iShares US Treasury Bond ETF -0.73 -1.34 1.92 -2.08 -4.85 0.35 0.87 Bloomberg US Agg Bond TR USD -0.36 -0.84 2.09 -0.94 -3.96 0.77 1.52 Source: SEI Investments, Morningstar Investments
CITY OF HERCULES
Returns less than one year are not annualized. Past performance is no indication of future results. The information presented has been obtained from sources believed to be accurate and reliable. Securities are not FDIC insured, have no bank guarantee and may lose value.
BOND FUNDS
For Period Ending June 30, 2023
REAL ESTATE FUNDS
71 DISCUSSION AND/OR ACTION
AGENDA ITEMS
1. 22-671
2. 22-670
3. 22-669
4. 22-675
72 STAFF REPORT TO THE CITY COUNCIL
DATE: Regular Meeting of October 10, 2023
TO: Mayor and Members of the City Council
VIA: Dante Hall, City Manager
SUBMITTED BY: Mike Roberts, Public Works Director/City Engineer SUBJECT: Victoria by the Bay Landscaping and Lighting Assessment District - Authorize Proposition 218 Proceedings for the Purposes of Increasing Assessments in Fiscal Year 2024/25 , Approve Preliminary Engineer’s Report , Declare City Council’s Intention to Levy and Collect Assessments for Fiscal Year 2024/25
RECOMMENDATION ACTION:
City staff is recommending City Council adopt the following resolutions:
a. A resolution authorizing Proposition 218 proceedings and directing the filing of the Fiscal Year (FY) 2024/25 Engineer’s Report for Victoria by the Bay Landscaping and Lighting Assessment District No. 2002 -1, pursuant to the Landscaping and Lighting Act of 1972; and
b. A resolution for the approval of the Preliminary Engineer’s Report and declaring the City Council’s intention to levy and collect assessments for Fiscal Year 2024/25 within the Victoria by the Bay Landscaping and Lighting Assessment District No. 2002 -1 and setting a public hearing for December 5, 2023.
EXECUTIVE SUMMARY:
Victoria by the Bay Landscaping and Lighting Assessment District is experiencing a funding shortfall primarily due to higher -level tree pruning, water rate increases, and increased irrigation demand from more extreme weather patterns. A 5 -year financial projection completed in May of this year indicated the shortfall would worsen if not addressed and a program evaluation completed earlier this month by an independent 3rd party recommended this occur by undergoing Proposition 218 proceedings to increase assessments.
22-671
73 The recommendations in this staff report would initiate the Proposition 218 proceedings to increase the assessments $150 from $602.76 to $752.76 for a single-family homes in Fiscal Year 2024/2025 and $150 from $752.76 to $902.76 in FY 2025/26, which would be comparable to rates in other communities that have similar landscaping .
BACKGROUND:
The City of Hercules (City) annually levies and collects special assessments to maintain certain improvements within the City’s five L andscaping and Lighting Assessment Districts (LLADs). Each LLAD provides continued maintenance, servicing, administration, and operations of various landscape, lighting, and park improvements benefiting parcels within each LLAD. Each property is assessed only for the cost of the improvements from which benefit is received.
The boundaries of Victoria by the Bay LLAD No. 2002 -1 (V ictoria by the Bay LLAD) encompass the residential areas adjacent to San Pablo Avenue located at the northernmost point of the City. The Victoria by the Bay LLAD provides for well-maintained, attractive landscaping and LED streetlighting located along the neighborhood streets, Arbor Park, and Victoria Park, as well as its share of funding for the maintenance of the landscape and streetlighting improvements associated with the City’s arterial roadways.
5-year financial projections presented to City Council on May 23 , 2023 showed that the operating budget for the Victoria by the Bay LLAD is experiencing an annual operating deficit primarily due to the need for higher-level tree pruning work, the need for increased irrigation watering due to climate change , and East Bay Municipal Utility District water rate increases which have far exceeded the maximum allowable increase to the annual LLAD assessments. City Council directed staff to evaluate options to address the annual operating deficit and cumulative fund deficit prior to the start of FY 2024/25.
With City Council’s authorization , City staff subsequently secured the services of Bakertilly, a management consulting firm , to comprehensively evaluate the means and methods by which the City is currently delivering services for the Victoria by the Bay LLAD. The consultant from Bakertilly presented findings and recommendations from their evaluation at the October 3, 2023 City Council meeting. The primary recommendation of the Bakertilly evaluation was that the City initiate proceedings pursuant to Proposition 218 for the Victoria by the Bay LLAD to obtain property owner approval to increase assessments with the objective of eliminating the current annual operating deficit, fund deficit including associated loan from t he General Fund, and eventually restoring reserves.
ANALYSIS:
Based on the recommendation above, City staff is recommending City Council authorize Proposition 218 proceedings for the Victoria by the Bay LLAD at this time to address the current annual operating deficit and cumulative fund deficit as well as provide a fair-share 74 contribution toward funding a future LLAD Program Leader position , which was also recommended in the Bakertilly report.
City staff is proposing that property owners approve a two-step fixed assessment increase to be implemented in FY 2024/25 and FY 2025/26 as outlined in the attached Victoria by the Bay LLAD Preliminary Engineer’s Report. The Victoria by the Bay LLAD maximum annual assessment for each single -family home would increase by $150 ( or $12.50 per month) from $602.76 to $752.76 for FY 2024/25 and would increase again by $150 from $752.76 to $902.76 for FY 2025/26. The total $300 proposed annual assessment increase through FY 2025/26 is intended to be utilized as follows:
Increase needed to Eliminate Current Annual Operating Deficit: $211.00 Contribution for LLAD Program Leader Position*: $5.00 Miscellaneous Capital Improvement Projects including Tree Mitigation: $30.00 Increase needed to Eliminate Cumulative Fund Deficit over 10-year period: $54.00 Total annual VBTB LLAD assessment increase through FY 2025/26: $300.00
*The LLAD Program Leader position would be dedicated to and responsible for administering the City’s LLADs , including all of the public parks . Its highest priorities would be working with community members to resolve issues and providing quality assurance/quality control on the landscape maintenance contracts. Duties would include field inspection, monitoring water usage, overseeing extra wor k beyond the base landscaping contract, processing progress payments, monitoring the district budgets, performing streetlight audits, and overseeing streetlight contract work. Currently there is insufficient staffing to adequately perform these duties, which are spread across different positions, which creates inefficiencies and coordination challenges. All five of the City’s LLADs would contribute their fair share of cost to funding this position, which would be based upon the proportional benefit they r eceive. A detailed plan for fully funding the position, which could include contributions from other funding sources such as the General Fund/Capital Reserves, can be developed in time for the FY 2024/25 budget, if so desired. If the Program Leader posit ion is not added in the future, this contribution could go towards paying off the cumulative fund deficit sooner.
Assuming the proposed maximum assessment increases described above are approved by property owners through Proposition 218 proceedings, the m aximum annual assessments w ould be increased annually by the change in the San Francisco Bay Region All Urban Consumers, Consumer Price Index (CPI) commencing in FY 2026-27 to keep up with inflationary increases in maintenance costs.
The tentative schedule for the Victoria by the Bay LLAD Proposition 218 proceedings is as follows:
October 10, 2023 : City Council authorizes Proposition 218 proceedings, preliminarily approves Victoria by the Bay Engineer’s Report and proposed assessments, and adopts Resolutions of Initiation/Intention.
75 October 2 0, 2023 : Deadline to mail required Proposition 218 notices and ballots to Victoria by the Bay LLAD property owners (minimum of 45 days prior to public hearing).
November 2023: Conduct additional public outreach in Victoria by the Bay.
December 5, 2023: City Council to conduct public hearing, close balloting period, conduct ballot tabulation, declare results of ballot tabulation, and approve final Engineer’s Report and increased assessments, assuming favorable results, commencing FY 2024/25.
Staff is committed to continuous improvement and providing the very best LLAD program possible to the residents of Hercules , which includes actively engaging with the community. City staff c onducted a virtual community meeting on September 19, 2023 with the property owners within the Victoria by the Bay LLAD , which included informing them of the funding challeng es the LLAD is experiencing as well as actively listening to their concerns and pr oviding responses when appropriate . Should the City Council choose to proceed with Proposition 218 proceedings as recommended, a second community workshop would be held in November which would also advise property owners of the proposed rate increase amounts.
FISCAL IMPACT:
If City Council authorizes Proposition 218 proceedings and property owners approve the Victoria by the Bay LLAD assessment increase, the City would be able to generate adequate funding to eliminate the current annual operating deficit and cumulative fund deficit over a period of 10 years, as well as provide a contribution toward funding the Program Leader position. More detailed information on this funding plan is included in the Preliminary Engineer’s Report (Attachment No. 3, Page 8 – Table 1) If City Council does not authorize Proposition 218 proceedings or property owners do not approve the Victoria by the Bay LLAD assessment increase to balance the LLAD budget , the City would need to reduce levels of service to address the budget shortfall which would impact property values within the Victoria by the Bay LLAD.
ATTACHMENTS:
1. FY 2024/25 Victoria by the Bay LLAD Resolution of Initiation
2. FY 2024/25 Victoria by the Bay LLAD Resolution of Intention
3. FY 2024/25 Victoria by the Bay Preliminary Engineer’s Report
76 Attachment 1
RESOLUTION 23- __
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HERCULES DIRECTING THE FILING OF THE ANNUAL ENGINEER’S REPORT FOR CITY OF HERCULES
VICTORIA BY THE BAY LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT NO. 2002-1 PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972
WHEREAS, the City Council through previous resolutions has established and levied annual assessments for the City of Hercules Victoria by the Bay Landscaping and Lighting Assessment District No. 2002-1 (hereinafter referred to as the “District”), pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with Section 22500 ) (hereinafter referred to as the “Act”) that provides for the collection of assessments by the County of Contra Costa on behalf of the City of Hercules to pay the maintenance and service of improvements and facilities related thereto; and
WHEREAS, the City Council desires to initiate proceedings for the levy of annual assessments against certain lots and parcels of land within the District for fiscal year 2024/25 for the landscape and lighting improvements and services that will provide benefit to the properties within the District pursuant to the provisions of the Act; and
WHEREAS, the District is currently experiencing annual operating deficits primarily due to the need for higher -level tree pruning work, increased irrigation watering due to climate change, and East Bay Municipal Utility District water rate increases; and
WHEREAS, the City has retained Francisco & Associates (hereinafter referred to as the “Engineer of Work”), for the purpose of assisting with the levy of such assessments, including the preparation and filing of the required Engineer’s Report with the City Clerk in accordance with the Act.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Hercules as follows:
1. The above recitals are true and correct.
2. Engineer’s Report: The City Council hereby orders the Engineer to prepare and file with the City Clerk an Engineer's Report concerning the improvements and services within the District and the levy of assessments within the District for the fiscal year commencing July 1, 2024 and ending June 30, 2025, in accordance with Chapter 3 Section 22623 of the Act. Said Engineer’s Report shall contain a description of the improvements and services, an estimate of the costs financed by the levy of the assessments, the properties benefiting from the improvements, the method of apportioning the assessments, and any substantial changes to the existing improvements and assessments.
3. Proposed Improvements: The improvements and services include but are not limited to the maintenance, operation and incidental expenses related to: streetlighting, street trees; turf; ground cover and shrubs; irrigation and electrical systems; monuments; fountains; hardscape improvements; masonry walls and other fencing, and all necessary appurtenances and services connected with the landscaped medians, parkways, 77 Attachment 1
entryways, parks and public easements and facilities designated and maintained as part of the District improvements. The Engineer’s Report prepared in connection with these proceedings shall provide a more detailed description of the improvements and services to be provided by the District and which properties are proposed to be assessed.
4. Proposed Assessment Increase : City Council hereby directs City staff to initiate Proposition 218 proceedings to address the annual operating deficit and cumulative fund deficit for the District by obtaining approval from District property owners to increase assessments, commencing with fiscal year 2024/25. The Engineer’s Report prepared in connection with these proceedings shall provide a more detailed description of the proposed assessment increase.
The foregoing Resolution was duly and regularly adopted at a regular meeting of the City Council of the City of Hercules held on the tenth day of October 2023, by the following vote of the Council:
AYES:
NOES:
ABSENT:
ABSTAIN:
Alexander Walker-Griffin, Mayor
ATTEST:
Eibleis Melendez, City Clerk
78 RESOLUTION NO. 23-___
RESOLUTION OF THE CI TY COUNCIL OF THE CI TY OF HERCULES FOR PRELIMINARY APPROVAL OF THE ENGINEER’S REPOR T AND DECLARING THE CITY COUNCIL’S INTEN TION TO LEVY AND COL LECT ASSESSMENTS FOR FISCAL YEAR (FY) 2024-25 FOR THE VICTORIA BY THE BAY LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT NO. 2002-1 PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972
WHEREAS, in accordance with the City Council’s direction, the Engineer of Work for the City of Hercules Victoria by the Bay Landscaping and Ligh ting Assessment District No. 2002-1 (hereinafter referred to as the “District”) has filed with the City Clerk the Engineer’s Report required by the Landscaping and Lighting Act of 1972; and WHEREAS, the District was formed on May 14, 2002 by Resolution No. 02-050 of the City Council pursuant to the Landscaping and Lighting Act of 1972 (Streets and Highways Code Section 22500 et. Seq. and State Law); and WHEREAS, the District encompasses the residential areas located on both sides of San Pablo Avenue at the northernmost portion of the City . The D istrict provides for the maintenance and servicing of landscaping, lighting, open space are as, park and recreation facilities that benefit property within the District; and WHEREAS, Resolution No. 02 -050 established a maximum amount of annual assessments which may be l evied in future fiscal years and the proposed index by which the stated maximum assessments may be increased annually by the City Council in future fiscal years, without the need for an as sessment ballot procedure otherwise required by Section 4 of Article XIIID of the State Constitution for an “increased” assessment; and
WHEREAS, the District is currently experiencing annual operating deficits primarily due to the need for higher -level tre e pruning work, increased irrigation watering due to climate change, and East Bay Municipal Utility District water rate increases; and
WHEREAS, City Coun cil has directed City sta ff to initiat e assessment ballot procedures as required by Section 4 of Artic le XI IID of the State Constitution for an “increased” assessment to address the annual operating deficit and cumulative fund deficit for the District; and
WHEREAS, the law requires that the City Council afford the public an opportunity to comment on the proposed assessments at a public hearing.
NOW, THEREFORE, BE IT RESO LVED by the City Council of the City of Hercules as follows:
1. That the above recitals are true and correct and material to the adoption of this Resolution; and
79 2. That the City Council hereby declares that it intends to levy and collect increased assessments within the District for fiscal year 2024-25 in accordance with the Landscaping and Light ing Act of 1972 . The proposed assessments are outlined in the Engineer’s Report , which is attached h ereto and i ncorporated by this reference ; and
3. That notices and ball ots regarding a proposed assessment increase for the District , commencing fiscal year 2024-25, will be mailed to property owners within the District in accordance with the provisions of California Constitution Article XIIID. If a majority of ballots returned, weighted by proposed assessment , do not oppose the assessment increase then City Cou ncil can authorize the levy of the increased assessment commencing with fiscal year 2024-25; and
4. That the City Cou ncil has reviewed the Engineer’s Report and is prelim inarily satisfied that the assessments have been spread in compliance with the provisions of California Constitution Article XIIID. The Engineer’s Re port is hereby accepted and preliminarily approved; and
5. That all interested persons are referred to the En gineer’s Report on file with the City Clerk for a full and detailed descrip tion of the i mprovements, boundaries and proposed assessments upon assessa ble lots and parcels of land within the District; and
6. That on Tuesday, the 5th day of December, 20 23 at 7: 00 P.M. , or as soon thereafter as may be heard, the City Council will conduct a public hearing held at the meeting place of the City C ouncil located in the Council Chambers of City Hall a t 111 Civic Drive, Hercules, California; and
7. That the City Clerk is directed to give notice of the public hearing by publishing this Resolution once at least ten (10) days prior to the date set for the public hearing in a newspaper of general circulation.
The foregoing R esolution was duly and regularly passed and adopted a t a regular meeting of the City Council of the City of Hercules held on the 10th day of October 2023, by the following vote of the Council:
AYES:
NOES:
ABSTAIN:
ABSENT:
_____________________
Alexander Walker-Griffin, Mayor
80 ATTEST:
Eibleis Melendez
City Clerk
81 City of Hercules
Victoria By The Bay
Landscaping and Lighting
Assessment District No. 2002-1
Fiscal Year 2024-25
Preliminary Engineer’s Report
October 10, 2023
82 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 TABLE OF CONTENTS
TABLE OF CONTENTS
Page No.
Directory ................................................................................................................ i
Signatures ............................................................................................................. ii
Section I – Introduction ......................................................................................... 1
Section II – Engineer’s Report .............................................................................. 3
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 .......................................... 17
Appendix A – Improvements Diagram ............................................................... A-1
Appendix B – Public Property Assessments ...................................................... B-1
Appendix C – Assessment Roll ........................................................................ C-1
83 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 DIRECTORY
i
CITY OF HERCULES
VICTORIA BY THE BAY
LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2002-1
FISCAL YEAR 2024-25
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
84 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 SIGNATURES
ii
ENGINEER’S REPORT
CITY OF HERCULES
VICTORIA BY THE BAY
LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2002-1
FISCAL YEAR 2024-25
The undersigned respectfully submits the enclosed Engineer’s Report as directed by the City Council.
Dated: October 4, 2023 By______________________________ Eduardo R. Espinoza, P.E.
R C E N o . 8 3 7 0 9
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.
By______________________________
Eibleis Melendez, City Clerk
C i t y o f H e r c u l e s
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 City Council of the City of Hercules, Contra Costa County, California, on the _________ day of ________, 2023.
By______________________________
Eibleis Melendez, City Clerk
C i t y o f H e r c u l e s
Contra Costa County, California
85 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 ENGINEER’S REPORT
1 SECTION I
INTRODUCTION
Background Information
The land corresponding to Subdivision 8455, (known hereafter as “Victoria by the Bay”) was formerly assessed as vacant commercial land, designated as Zone 5C within City of Hercules Landscaping and Lighting Assessment District No. 83-2 (LLAD No. 83-2). The developer for Victoria by the Bay was required to install landscaping, streetlighting, park and recreational improvements as a condition of approval for development. The Victoria by the Bay improvements are distinct from other improvements within existing LLAD No. 83-2 and require a higher level of maintenance. In April of 2002, an assessment ballot was mailed to the property owners within the boundaries of Victoria by the Bay on the matter of detaching the subject property from existing LLAD No. 83-2, forming the Victoria by the Bay Landscaping and Lighting Assessment District No. 2002-1 (the “District”), approving a maximum amount of individual assessments for future years, and authorizing an index by which the stated maximum amount of the individual 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 02-050 on May 14, 2002. This resolution detached Victoria by the Bay from LLAD No. 83-2, formed the District, and authorized the levy of the first annual assessment to be adjusted annually according to the index as set forth in the Engineer’s Report. The index defined in the Engineer’s Report is the annual change in the Bay Area’s Consumer Price Index – All Urban Consumers (CPI) for the previous calendar year.
Current Annual Administration
As required by the Landscape and Lighting Act of 1972 (“1972 Act”), this Engineer’s Report (“Report”) describes the improvements to be constructed, operated, maintained and serviced by the District for Fiscal Year (FY) 2024-25, 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 District is currently experiencing annual operating deficits primarily due to the need for higher-level tree pruning work, increased irrigation watering due to climate change, and East Bay Municipal Utility District water rate increases. To address the annual operating deficit and cumulative fund deficit for the District, City Council is proposing to increase the maximum annual assessments for the District commencing with FY 2024-25.
Increasing the maximum annual assessments for the District will require the City to conduct proceedings pursuant to Proposition 218, which includes mailing notices and ballots to affected property owners a minimum of 45 days prior to the public hearing on this matter that is scheduled for December 5, 2023. At the public hearing, the City will provide an opportunity for any interested person to provide testimony. After the public 86 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 ENGINEER’S REPORT
2 hearing input portion, the City Council will ask if there are any remaining ballots to be turned in or if anyone would like to change or withdraw their ballot. The tabulation of the ballots will be conducted on the same night as the public hearing and the results of the ballot tabulation will be presented to City Council. If a majority of ballots returned, weighted by proposed assessment, do not oppose the assessment increase then City Council can authorize the levy of the increased assessment commencing with fiscal year 2024-25 by adopting a resolution confirming the levy and collection of the increased assessments.
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 District must be placed in a special fund and will only be used for the purposes stated within this Report.
87 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 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
VICTORIA BY THE BAY
LANDSCAPING AND LIGHTING
ASSESSMENT DISTRICT No. 2002-1
FISCAL YEAR 2024-25
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 October 10, 2023, I, Eduardo R. Espinoza, the duly appointed Engineer of Work, Assessment Engineer for the City of Hercules Victoria by the Bay Landscaping and Lighting Assessment District No. 2002-1 (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 2024-25, 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.
88 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 ENGINEER’S REPORT
4 PART C: ASSESSMENT DISTRICT DIAGRAM
This part incorporates a Diagram of the District showing the exterior boundaries of the District 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 the assessment on each benefited parcel of land 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.
89 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 PART A
5 PART A
PLANS AND SPECIFICATIONS
The facilities that have been constructed benefitting parcels of land within the District, and those which may be subsequently constructed, operated, maintained and serviced are generally described and defined below:
The landscaping, parks, and streetlighting improvements to be maintained by the District are shown on the Landscape Plans for Victoria by the Bay prepared by The Collaborative West, dated November 2001, and Isaacson, Wood & Associates, dated December 2001 and the final landscape plans submitted, 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 public rights of way, which are dedicated to the City on the subdivision final maps. An “Improvements Diagram” is included in Appendix “A” of this Report. This diagram depicts the improvements funded by District assessments.
The “Neighborhood” improvements to be maintained generally include landscaping and streetlighting improvements located along public streets and the linear parks located within the District. More specifically, the improvements to be maintained include trees, shrubs, vines, ground cover, turf, Victoria Park and Arbor Park improvements and in-tract streetlights. The services to be provided include, but are not limited to, litter and debris removal, graffiti abatement, irrigation system adjustments, maintenance and repairs; landscape structure repairs and painting; prun ing, staking, fertilizing, plant replacement and restoration; weed control; erosion control; tree trimming and removal of debris in the area.
The “City-wide” improvements to be maintained and paid for by District assessments generally consists of arterial/major roadway landscape and streetlighting maintenance.
More specifically, the improvements to be maintained include trees, shrubs, vines, ground cover, turf, and streetlights located along John Muir Parkway, Refugio Valley Road, San Pablo Avenue, Sycamore Avenue, and Willow Avenue. The services to be provided include but are not limited to litter and debris removal, graffiti abatement, irrigation system adjustments, maintenance and repairs; landscape structure repairs and painting; pruning, staking, fertilizing, plant replacement and restoration; weed control; erosion control; tree trimming 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 insta llation or construction of public lighting 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, 90 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 PART A
6 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, sidewalks, and recreational facilities and appurt enant facilities, including repair, removal or replacement of all or part of any of the landscaping, streetlighting, 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 streetlighting 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 of the Landscape and Lighting Act of 1972; costs associated with any elections held for the approval of a new or increased assessment.
91 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 PART B
7 PART B
ESTIMATE OF COST
The 1972 Act provides that the total cost of installation, construction, operation, maintenance, servicing, and incidentals associated with landscaping, streetlighting and park and recreational facilities can be recovered by the District. Maintenance can include the repair and replacement of existing facilitie s, including graffiti removal. Servicing can include electricity 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 generated by the assessments shall be used only for the purpose as stated herein.
The operation, maintenance and servicing costs for FY 2024-25 are summarized in Table 1 on the following page. These cost estimates were provided by the City of Hercules.
92 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 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 streetlighting improvements. The FY 2024-25 estimated budget for the City's Arterial/Major Roads landscaping and streetlighting improvements is approximately $360,000 and the transfer amounts for Arterials/Major Roads landscaping and lighting are based on an allocation to each parcel of $35.00/ERU.
REVENUES FY 2024-25 FY 2025-26
Assessments $625,242 $749,832
Public Agency Assessments $9,848 $11,810
General Benefit Contribution $12,917 $13,474
TOTAL REVENUES: $648,007 $775,116
ESTIMATED EXPENDITURES
Personnel $107,500 $111,800
Transfer for Arterials/Major Roads L&L Maintenance* $29,529 $30,710 Landscaping, Open Space, and Associated Repairs $195,000 $202,800 Tree Trimming $25,000 $26,000
Electricity and Streetlight Repairs $50,000 $52,000
Landscape and Facilities Water $225,000 $236,250
Assessment Engineering Cost $5,000 $5,000
Incidental / Direct Admin Cost $37,500 $39,000
County Fees $853
$853
TOTAL ANNUAL EXPENDITURES: $675,382 $704,413
CAPITAL IMPROVEMENT PROJECTS (CIP)
Miscellaneous Capital Improvement Projects including Tree Mitigation $25,000 $25,000 TOTAL CIP EXPENDITURES: $25,000 $25,000
TOTAL EXPENDITURES
TOTAL ANNUAL AND CIP EXPENDITURES: $700,382 $729,413
FUND BALANCE INFORMATION
Beginning Balance - Projected July 1, 2024 ($450,000) ($502,375) FY 2024-25 Reserve Collection Increase/(Decrease) ($52,375) $45,703 Ending Balance - Projected June 30, 2025 ($502,375) ($456,672) Available Operating Reserves ($502,375) ($456,672)
Available Capital Reserves $0 $0
DISTRICT STATISTICS
Total Parcels 839 839
Total Parcels Levied 794 794
Equivalent Residential Units (ERU) 843.682 843.682 Proposed Levy per Benefit Unit $752.76 $902.76
LANDSCAPING AND LIGHTING DISTRICT NO. 2002-1
(VICTORIA BY THE BAY)
PROPOSED INCOME AND EXPENSE TABLE
93 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 PART C
9 PART C
ASSESSMENT DISTRICT DIAGRAM
The boundaries of the District are contiguous with the boundaries of Subdivision 8455.
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. 94 ±
0 500
Feet
CITY OF HERCULES
LANDSCAPING & LIGHTING ASSESSMENT DISTRICT NO. 2002-1
(VICTORIA BY THE BAY) ASSESSMENT DIAGRAM
Rock Harbor Point
Victoria Crescent West
Victoria Crescent West
San Pablo Avenue
Victoria Crescent East
Legend
PARCELS
VICTORIA BY THE BAY LLAD NO. 2002-1 BOUNDARY
95 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 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, streetlighting and park and recreational facilities.
Section 22573 of the Landscaping and Lighting Act of 1972 requires that maintenance assessments 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. 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 are the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, and public alleys.
GENERAL BENEFIT
Under Article XIIID of the State Constitution (Proposition 218), general benefit to the public at large is not assessable to property owners within the District. The various types of general benefit associated with this district are described below:
Neighborhood Improvements: There is insignificant flow through traffic for the in-tract neighborhood streets associated with the District. However, to acknowledge the rare and incidental occasion on which residents commencing from a location outside the boundaries of the District utilize the in-tract 96 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 PART D
12 neighborhood streets to access other destinations outside the boundary of the District, an industry standard of 2% of the cost to maintain the District Improvements is attributed to general benefit, and will be paid by the City.
Arterial/Major Roads Landscape and Streetlighting 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 streetlighting 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 thes e 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 a prior circulation analysis, it is estimated that an average of 6% of traffic on these roads can be attributed to flow through traffic and therefore, 6% of the cost to maintain landscaping and streetlighting located along arterial/major roads is attributed to general benefit and will be paid by the City.
SPECIAL BENEFIT
Most of the improvements to be serviced and maintained by the District have been constructed as a condition of approval of the Victoria by the Bay development 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 iden tify 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. Streetlighting also increases the promotion of business during nighttime hours in the case of commercial property.
Landscaped Streetscapes and Medians: The District keeps the City’s landscaped streetscapes and medians well-groomed and irrigated which enhances property values within the District. 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:
x The aesthetic value of green space;
x Improved aesthetic appeal of nearby parcels;
x Enhanced adaptation of the urban environment within the natural environment;
97 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 PART D
13 x Improved erosion control;
x Improved dust and debris control;
x Reduced air pollution; and
x Enhanced sense of pride within the development and community.
Public Parks and Recreational Facilities: The District provides landscape and recreational facility maintenance at Victor ia Park and Arbor Park, which are in close proximity to parcels within the District and enhance 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 benefits received 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 gr affiti and tra ffic 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, streetlighting 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. Detached Single-Family Residences
Approximately 99% of the residential parcels in the District are detached single-family residential (SFR) parcels. Although the individual parcel size, building square footage and population for each SFR parcel may vary from parcel to parcel, the benefit received from the improvements is approximately the same. Therefore, one (1) SFR parcel shall be equal to one (1) ERU. Because the majority of parcels in the District are SFRs, it is also reasonable to measure the relative benefits received by other residential land use in terms of that received by an SFR parcel.
2. Multi-Family Residential / Deed-R estricted Affordable Housing Units The special benefit received by Multi-family Residential (MFR) units may be determined by comparing them to SFRs. The building square footage of an MFR unit (e.g., apartment, duplex, tri-plex, mobile home, etc.) is significantly less than the 98 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 PART D
14 building square footage of an SFR. Therefore, it is reasonable to assume MFR units have less occupants per unit on average as compared to an SFR and therefore have less of an impact to District improvements.
The District includes one MFR parcel comprised of deed-restricted affordable housing units. The deed-restricted affordable housing site consists of 132 units on approximately 8 acres; this amounts to approximately 2,640 square feet of land per unit. An average SFR lot in Victoria by the Bay has approximately 6,000 sq. ft. One can assume the average building area of an SFR unit will be 2,300 square feet and one MFR unit to be 900 square feet. Based upon density studies for neighboring communities, it is reasonable to assu me that an SFR and MFR will have 3 and 2 persons per unit, respectively. Studies have shown that a vacant lot will require 25% the maintenance effort as compared to an improved (occupied) lot. The remaining 75% of the benefit may be said to be related to parcel use. Therefore, Equivalent Residential Units (ERU) for the affordable housing MFR units is calculated as follows:
The 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, these deed-restricted affordable housing units are assessed at 50% of the assessment for typical MFR units, reflecting this reduced special benefit, or = 0.60 x 50% = 0.30 ERU per unit.
3. Vacant (Unimproved) Land
This underlying benefit of parks and recr eation 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 th e District is estimated to be 25% of the required maintenance for build-out conditions. Accordingly, the estimated benefit Relative Benefits = 0.25 (Lot Area / Person) + 0.75 (Bldg. Area / Person) (SFR Lot Area / Person) (SFR Bldg. Area / Person)
Assume MFR =
Assume SFR =
2,640 SFLot / Unit
900 SFBldg. / Unit
2.0 Persons per Unit
6,000 SFLot / Unit
2,300 SFBldg. / Unit
3.0 Persons per Unit
Benefit = 0.25 (2,640 / 2) + 0.75 (900 / 2)
(6,000 / 3) (2,300 / 3)
MFR Benefit = 0.16 + 0.44 = 0.60 ERU
99 VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 PART D
15 received by an unimproved parcel of land with 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.
4. Public Properties
City parks benefit from the neighborhood services provided by the District 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 recr eation facility times 100 feet divided by 8,485, the average size of an SFR in Contra Costa County. 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 streetlighting 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.
5. 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.
100
VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 PART D
16 CALCULATION OF PROPOSED MAXIMUM ASSESSMENTS
The costs shown in Table 1 of Part B (Est imate of Cost) have been distributed amongst the various parcels of land within the District in accordance with the assessment methodology described above to determi ne the proposed maximum assessments, commencing FY 2024-25.
The City is proposing a two-step fixed as sessment increase to eliminate the annual operating deficit and cumulative fund deficit fo r the District and keep up with significant inflationary increases in maintenance costs. The table below provides a summary of the current maximum assessments and the pr oposed maximum assessments for FY 2024- 25 and FY 2025-26 by land use classification.
CPI INCREASES TO MAXIMUM ASSESSMENTS
Assuming the proposed maximum assessm ents described above are approved by property owners through the pending Proposition 218 proceedings, the maximum annual assessments will be increased annually by the change in the San Francisco Bay Region All Urban Consumers, Consumer Price Index (CPI) commencing with FY 2026-27.
MAXIMUM ASSESSMENT
For any given fiscal year, the amount of the assessment will not exceed the maximum amounts established in this Report, in cluding the CPI increases described above commencing FY 2026-27, unless proceedings are conducted and affirmed in accordance with Article XIIID, Section 4 of the California Constitution.
DURATION OF ASSESSMENTS
Assessments will be levied in perpetuity unless otherwise determined by City Council.
$602.76 per lot $752.76 per lot $902.76 per lot
$150.69 per lot $188.19 per lot $225.69 per lot
$361.66 per unit $451.66 per unit $541.66 per unit
$180.83 per unit $225.83 per unit $270.83 per unit
Single-Family Residence
Vacant Single-Family
Multi-Family Residential
Deed-Restricted Affordable Housing Unit
FY 2025-26
Proposed Maximum
Assessment
District
Land Use
Classification
FY 2023-24 FY 2024-25
Current Maximum Proposed Maximum
Assessment Assessment
101
VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 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 2024-25 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 2024-25 is $635,090.06. 102
VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 APPENDIX A
A-1
APPENDIX “A”
IMPROVEMENTS DIAGRAM
103
Victoria Crescent West
San Pablo Avenue
Victoria Crescent East
Victoria Crescent West
Rock Harbor Point
0 500
Feet
±
VICTORIA
PARK
ARBOR
PARK
SAN PABLO AVENUE
IS NOT PART OF THE
VICTORIA BY THE BAY LLAD
MAINTENANCE OF SHORELINE PARK
IS NOT FUNDED BY THE
VICTORIA BY THE BAY LLAD
CITY OF HERCULES
LANDSCAPING & LIGHTING ASSESSMENT DISTRICT NO. 2002-1 (VICTORIA BY THE BAY)
IMPROVEMENTS DIAGRAM
Legend
STREET LIGHTS
IN-TRACT LANDSCAPING
NEIGHBORHOOD PARKS
ARBOR PARK HILLSIDE LANDSCAPING
PARCELS
VICTORIA BY THE BAY PARCELS
104
VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 APPENDIX B
B-1
APPENDIX “B”
PUBLIC PROPERTY ASSESSMENTS
105
APN LocationOwner/Use ERUUnits Acres
Neighborhood
Amount
CITY OF HERCULES
VICTORIA BY THE BAY LANDSCAPING
AND LIGHTING DISTRICT NO. 2002-1
PUBLIC PROPERTY ASSESSMENTS
FY 2024-25
404030045 VICTORIA CRESCENTCity/Open Space 0 11.402 0.589 $443.38 404520035 VICTORIA CRESCENTCity/Park 0 2.500 12.493 $9,404.22 Total: 0 13.902 13.082 $9,847.60
B- 2
106
VICTORIA BY THE BAY LANDSCAPING AND LIGHTING FY 2024-25 ASSESSMENT DISTRICT No. 2002-1 APPENDIX C
C-1
APPENDIX “C”
ASSESSMENT ROLL
107
CITY OF HERCULES
VICTORIA BY THE BAY
LANDSCAPING AND LIGHTING DISTRICT NO. 2002-1
PRELIMINARY ASSESSMENT ROLL
FISCAL YEAR 2024-25
Assessor's
Parcel
Number
Neighborhood
Amount
404030045 $443.38
404030050 $29,809.30
404500001 $752.76
404500002 $752.76
404500003 $752.76
404500004 $752.76
404500005 $752.76
404500006 $752.76
404500007 $752.76
404500008 $752.76
404500009 $752.76
404500010 $752.76
404500011 $752.76
404500012 $752.76
404500013 $752.76
404500014 $752.76
404500015 $752.76
404500016 $752.76
404500017 $752.76
404500018 $752.76
404500019 $752.76
404500020 $752.76
404500021 $752.76
404500022 $752.76
404500023 $752.76
404500024 $752.76
404500025 $752.76
404500026 $752.76
404500027 $752.76
404500028 $752.76
404500029 $752.76
404500030 $752.76
404500031 $752.76
404500032 $752.76
404500033 $752.76
404500034 $752.76
404500035 $752.76
404500036 $752.76
404500037 $752.76
404500038 $752.76
404500039 $752.76
404500040 $752.76
404500041 $752.76
404500042 $752.76
404500043 $752.76
404500044 $752.76
404500045 $752.76
404500046 $752.76
404500047 $752.76
404500048 $752.76
404500049 $752.76
404500050 $752.76
404500051 $752.76
404500052 $752.76
Assessor's
Parcel
Number
Neighborhood
Amount
404500053 $752.76
404500054 $752.76
404500055 $752.76
404500056 $752.76
404500057 $752.76
404500058 $752.76
404500059 $752.76
404500060 $752.76
404500061 $752.76
404510001 $752.76
404510002 $752.76
404510003 $752.76
404510004 $752.76
404510005 $752.76
404510006 $752.76
404510007 $752.76
404510008 $752.76
404510009 $752.76
404510010 $752.76
404510011 $752.76
404510012 $752.76
404510013 $752.76
404510014 $752.76
404510015 $752.76
404510016 $752.76
404510017 $752.76
404510018 $752.76
404510019 $752.76
404510020 $752.76
404510021 $752.76
404510022 $752.76
404510023 $752.76
404510024 $752.76
404510025 $752.76
404510026 $752.76
404510027 $752.76
404510028 $752.76
404510029 $752.76
404510030 $752.76
404510031 $752.76
404510032 $752.76
404510033 $752.76
404510034 $752.76
404510035 $752.76
404510036 $752.76
404510037 $752.76
404510038 $752.76
404510039 $752.76
404510040 $752.76
404510041 $752.76
404510042 $752.76
404510043 $752.76
404510044 $752.76
404510045 $752.76
Assessor's
Parcel
Number
Neighborhood
Amount
404510046 $752.76
404510047 $752.76
404510048 $752.76
404510049 $752.76
404510050 $752.76
404510051 $752.76
404510052 $752.76
404510053 $752.76
404510054 $752.76
404510055 $752.76
404510056 $752.76
404520001 $752.76
404520002 $752.76
404520003 $752.76
404520004 $752.76
404520005 $752.76
404520006 $752.76
404520007 $752.76
404520008 $752.76
404520009 $752.76
404520010 $752.76
404520011 $752.76
404520012 $752.76
404520013 $752.76
404520014 $752.76
404520015 $752.76
404520016 $752.76
404520017 $752.76
404520018 $752.76
404520019 $752.76
404520020 $752.76
404520021 $752.76
404520022 $752.76
404520023 $752.76
404520024 $752.76
404520025 $752.76
404520026 $752.76
404520027 $752.76
404520028 $752.76
404520029 $752.76
404520030 $752.76
404520031 $752.76
404520032 $752.76
404520033 $752.76
404520034 $752.76
404520035 $9,404.22
404530001 $752.76
404530002 $752.76
404530003 $752.76
404530004 $752.76
404530005 $752.76
404530006 $752.76
404530007 $752.76
404530008 $752.76
10/04/23
C-2
108
CITY OF HERCULES
VICTORIA BY THE BAY
LANDSCAPING AND LIGHTING DISTRICT NO. 2002-1
PRELIMINARY ASSESSMENT ROLL
FISCAL YEAR 2024-25
Assessor's
Parcel
Number
Neighborhood
Amount
404530009 $752.76
404530010 $752.76
404530011 $752.76
404530012 $752.76
404530013 $752.76
404530014 $752.76
404530015 $752.76
404530016 $752.76
404530017 $752.76
404530018 $752.76
404530019 $752.76
404530020 $752.76
404530021 $752.76
404530022 $752.76
404530023 $752.76
404530024 $752.76
404530025 $752.76
404530026 $752.76
404530027 $752.76
404530028 $752.76
404530029 $752.76
404530030 $752.76
404530031 $752.76
404530032 $752.76
404530033 $752.76
404530034 $752.76
404530035 $752.76
404530036 $752.76
404540001 $752.76
404540002 $752.76
404540003 $752.76
404540004 $752.76
404540005 $752.76
404540006 $752.76
404540007 $752.76
404540008 $752.76
404540009 $752.76
404540010 $752.76
404540011 $752.76
404540012 $752.76
404540013 $752.76
404540014 $752.76
404540015 $752.76
404540016 $752.76
404540017 $752.76
404540018 $752.76
404540019 $752.76
404540020 $752.76
404540021 $752.76
404540022 $752.76
404540023 $752.76
404540024 $752.76
404540025 $752.76
404540026 $752.76
Assessor's
Parcel
Number
Neighborhood
Amount
404540027 $752.76
404540028 $752.76
404540029 $752.76
404540030 $752.76
404540031 $752.76
404540032 $752.76
404540033 $752.76
404540034 $752.76
404540035 $752.76
404540036 $752.76
404540037 $752.76
404540038 $752.76
404540039 $752.76
404550001 $752.76
404550002 $752.76
404550003 $752.76
404550004 $752.76
404550005 $752.76
404550006 $752.76
404550007 $752.76
404550008 $752.76
404550009 $752.76
404550010 $752.76
404550011 $752.76
404550012 $752.76
404550013 $752.76
404550014 $752.76
404550015 $752.76
404560001 $752.76
404560002 $752.76
404560003 $752.76
404560004 $752.76
404560005 $752.76
404560006 $752.76
404560007 $752.76
404560008 $752.76
404560009 $752.76
404560010 $752.76
404560011 $752.76
404560012 $752.76
404560013 $752.76
404560014 $752.76
404560015 $752.76
404560016 $752.76
404560017 $752.76
404560018 $752.76
404560019 $752.76
404560020 $752.76
404560021 $752.76
404560022 $752.76
404560023 $752.76
404560024 $752.76
404560025 $752.76
404560026 $752.76
Assessor's
Parcel
Number
Neighborhood
Amount
404560027 $752.76
404560028 $752.76
404560029 $752.76
404560030 $752.76
404560031 $752.76
404560032 $752.76
404560033 $752.76
404560034 $752.76
404560035 $752.76
404560036 $752.76
404560037 $752.76
404560038 $752.76
404560039 $752.76
404560040 $752.76
404560041 $752.76
404560042 $752.76
404560043 $752.76
404560044 $752.76
404560045 $752.76
404570001 $752.76
404570002 $752.76
404570003 $752.76
404570004 $752.76
404570005 $752.76
404570006 $752.76
404570007 $752.76
404570008 $752.76
404570009 $752.76
404570010 $752.76
404570011 $752.76
404570012 $752.76
404570013 $752.76
404570014 $752.76
404570015 $752.76
404570016 $752.76
404570017 $752.76
404570018 $752.76
404570019 $752.76
404570020 $752.76
404570021 $752.76
404570022 $752.76
404570023 $752.76
404570024 $752.76
404570025 $752.76
404570026 $752.76
404570027 $752.76
404570028 $752.76
404570029 $752.76
404570030 $752.76
404570031 $752.76
404570032 $752.76
404570033 $752.76
404570034 $752.76
404570035 $752.76
10/04/23
C-3
109
CITY OF HERCULES
VICTORIA BY THE BAY
LANDSCAPING AND LIGHTING DISTRICT NO. 2002-1
PRELIMINARY ASSESSMENT ROLL
FISCAL YEAR 2024-25
Assessor's
Parcel
Number
Neighborhood
Amount
404570036 $752.76
404570037 $752.76
404570038 $752.76
404570039 $752.76
404570040 $752.76
404570041 $752.76
404570042 $752.76
404570043 $752.76
404570044 $752.76
404570045 $752.76
404570046 $752.76
404570047 $752.76
404570048 $752.76
404570049 $752.76
404570050 $752.76
404570051 $752.76
404570052 $752.76
404570053 $752.76
404570054 $752.76
404570055 $752.76
404570056 $752.76
404570057 $752.76
404580001 $752.76
404580002 $752.76
404580003 $752.76
404580004 $752.76
404580005 $752.76
404580006 $752.76
404580007 $752.76
404580008 $752.76
404580009 $752.76
404580010 $752.76
404580011 $752.76
404580012 $752.76
404580013 $752.76
404580014 $752.76
404580015 $752.76
404580016 $752.76
404580017 $752.76
404580018 $752.76
404580019 $752.76
404580020 $752.76
404580021 $752.76
404580022 $752.76
404580023 $752.76
404580024 $752.76
404580025 $752.76
404580026 $752.76
404580027 $752.76
404580028 $752.76
404580029 $752.76
404580030 $752.76
404580031 $752.76
404580032 $752.76
Assessor's
Parcel
Number
Neighborhood
Amount
404580033 $752.76
404580034 $752.76
404580035 $752.76
404580036 $752.76
404580037 $752.76
404580038 $752.76
404580039 $752.76
404580040 $752.76
404580041 $752.76
404580042 $752.76
404580043 $752.76
404580044 $752.76
404580045 $752.76
404580046 $752.76
404580047 $752.76
404580048 $752.76
404580049 $752.76
404580050 $752.76
404580051 $752.76
404580052 $752.76
404580053 $752.76
404580054 $752.76
404580055 $752.76
404580056 $752.76
404580057 $752.76
404580058 $752.76
404580059 $752.76
404580060 $752.76
404580061 $752.76
404580062 $752.76
404580063 $752.76
404580064 $752.76
404580065 $752.76
404580066 $752.76
404580067 $752.76
404580068 $752.76
404580069 $752.76
404580070 $752.76
404580071 $752.76
404580072 $752.76
404580073 $752.76
404580074 $752.76
404580075 $752.76
404580076 $752.76
404580077 $752.76
404580078 $752.76
404580079 $752.76
404580080 $752.76
404580081 $752.76
404590001 $752.76
404590002 $752.76
404590003 $752.76
404590004 $752.76
404590005 $752.76
Assessor's
Parcel
Number
Neighborhood
Amount
404590006 $752.76
404590007 $752.76
404590008 $752.76
404590009 $752.76
404590010 $752.76
404590011 $752.76
404590012 $752.76
404590013 $752.76
404590014 $752.76
404590015 $752.76
404590016 $752.76
404590017 $752.76
404590018 $752.76
404590019 $752.76
404590020 $752.76
404590021 $752.76
404590022 $752.76
404590023 $752.76
404590024 $752.76
404590025 $752.76
404590026 $752.76
404590027 $752.76
404590028 $752.76
404590029 $752.76
404590030 $752.76
404590031 $752.76
404590032 $752.76
404590033 $752.76
404590034 $752.76
404590035 $752.76
404590036 $752.76
404590037 $752.76
404590038 $752.76
404590039 $752.76
404590040 $752.76
404590041 $752.76
404590042 $752.76
404590043 $752.76
404590044 $752.76
404590045 $752.76
404590046 $752.76
404590047 $752.76
404590048 $752.76
404590049 $752.76
404590050 $752.76
404590051 $752.76
404590052 $752.76
404590053 $752.76
404590054 $752.76
404590055 $752.76
404590056 $752.76
404590057 $752.76
404590058 $752.76
404590059 $752.76
10/04/23
C-4
110
CITY OF HERCULES
VICTORIA BY THE BAY
LANDSCAPING AND LIGHTING DISTRICT NO. 2002-1
PRELIMINARY ASSESSMENT ROLL
FISCAL YEAR 2024-25
Assessor's
Parcel
Number
Neighborhood
Amount
404590060 $752.76
404590061 $752.76
404590062 $752.76
404590063 $752.76
404590064 $752.76
404590065 $752.76
404590066 $752.76
404590067 $752.76
404590068 $752.76
404590069 $752.76
404590070 $752.76
404590071 $752.76
404590072 $752.76
404590073 $752.76
404590074 $752.76
404590075 $752.76
404590076 $752.76
404590077 $752.76
404590078 $752.76
404590079 $752.76
404590080 $752.76
404590081 $752.76
404590082 $752.76
404590083 $752.76
404590084 $752.76
404590085 $752.76
404590086 $752.76
404590087 $752.76
404590088 $752.76
404590089 $752.76
404590090 $752.76
404590091 $752.76
404590092 $752.76
404590093 $752.76
404590094 $752.76
404590095 $752.76
404590096 $752.76
404590097 $752.76
404590098 $752.76
404590099 $752.76
404590100 $752.76
404590101 $752.76
404590102 $752.76
404590103 $752.76
404590104 $752.76
404590105 $752.76
404590106 $752.76
404590107 $752.76
404590108 $752.76
404590109 $752.76
404590110 $752.76
404590111 $752.76
404590112 $752.76
404590113 $752.76
Assessor's
Parcel
Number
Neighborhood
Amount
404590114 $752.76
404590115 $752.76
404590116 $752.76
404590117 $752.76
404600001 $752.76
404600002 $752.76
404600003 $752.76
404600004 $752.76
404600005 $752.76
404600006 $752.76
404600007 $752.76
404600008 $752.76
404600009 $752.76
404600010 $752.76
404600011 $752.76
404600012 $752.76
404600013 $752.76
404600014 $752.76
404600015 $752.76
404600016 $752.76
404600017 $752.76
404600018 $752.76
404600019 $752.76
404600020 $752.76
404600021 $752.76
404600022 $752.76
404600023 $752.76
404600024 $752.76
404600025 $752.76
404600026 $752.76
404600027 $752.76
404600028 $752.76
404600029 $752.76
404600030 $752.76
404600031 $752.76
404600032 $752.76
404600033 $752.76
404610001 $752.76
404610002 $752.76
404610003 $752.76
404610004 $752.76
404610005 $752.76
404610006 $752.76
404610007 $752.76
404610008 $752.76
404610009 $752.76
404610010 $752.76
404610011 $752.76
404610012 $752.76
404610013 $752.76
404610014 $752.76
404610015 $752.76
404610016 $752.76
404610017 $752.76
Assessor's
Parcel
Number
Neighborhood
Amount
404610018 $752.76
404610019 $752.76
404610020 $752.76
404610021 $752.76
404610022 $752.76
404610023 $752.76
404610024 $752.76
404610025 $752.76
404610026 $752.76
404610027 $752.76
404610028 $752.76
404610029 $752.76
404610030 $752.76
404610031 $752.76
404610032 $752.76
404610033 $752.76
404610034 $752.76
404610035 $752.76
404610036 $752.76
404610037 $752.76
404610038 $752.76
404610039 $752.76
404610040 $752.76
404610041 $752.76
404620001 $752.76
404620002 $752.76
404620003 $752.76
404620004 $752.76
404620005 $752.76
404620006 $752.76
404620007 $752.76
404620008 $752.76
404620009 $752.76
404620010 $752.76
404620011 $752.76
404620012 $752.76
404620013 $752.76
404620014 $752.76
404620015 $752.76
404620016 $752.76
404620017 $752.76
404620018 $752.76
404620019 $752.76
404620020 $752.76
404620021 $752.76
404620022 $752.76
404620023 $752.76
404620024 $752.76
404620025 $752.76
404620026 $752.76
404620027 $752.76
404620028 $752.76
404620029 $752.76
404620030 $752.76
10/04/23
C-5
111
CITY OF HERCULES
VICTORIA BY THE BAY
LANDSCAPING AND LIGHTING DISTRICT NO. 2002-1
PRELIMINARY ASSESSMENT ROLL
FISCAL YEAR 2024-25
Assessor's
Parcel
Number
Neighborhood
Amount
404620031 $752.76
404620032 $752.76
404620033 $752.76
404620034 $752.76
404620035 $752.76
404620036 $752.76
404620037 $752.76
404620038 $752.76
404620039 $752.76
404620040 $752.76
404620041 $752.76
404620042 $752.76
404620043 $752.76
404620044 $752.76
404620045 $752.76
404620046 $752.76
404620047 $752.76
404620048 $752.76
404620049 $752.76
404620050 $752.76
404620051 $752.76
404620052 $752.76
404620053 $752.76
404620054 $752.76
404620055 $752.76
404620056 $752.76
404620057 $752.76
404620058 $752.76
404620059 $752.76
404640001 $752.76
404640002 $752.76
404640003 $752.76
404640004 $752.76
404640005 $752.76
404640006 $752.76
404640007 $752.76
404640008 $752.76
404640009 $752.76
404640010 $752.76
404640011 $752.76
404640012 $752.76
404640013 $752.76
404640014 $752.76
404640015 $752.76
404640016 $752.76
404640017 $752.76
404640018 $752.76
404640019 $752.76
404640020 $752.76
404640021 $752.76
404680001 $752.76
404680002 $752.76
404680003 $752.76
404680004 $752.76
Assessor's
Parcel
Number
Neighborhood
Amount
404680005 $752.76
404680006 $752.76
404680007 $752.76
404680008 $752.76
404680009 $752.76
404680010 $752.76
404680011 $752.76
404680012 $752.76
404680013 $752.76
404680014 $752.76
404680015 $752.76
404680016 $752.76
404680017 $752.76
404680018 $752.76
404680019 $752.76
404680020 $752.76
404680021 $752.76
404680022 $752.76
404680023 $752.76
404680024 $752.76
404680025 $752.76
404680026 $752.76
404680027 $752.76
404680028 $752.76
404680029 $752.76
404680030 $752.76
404680031 $752.76
404680032 $752.76
404680033 $752.76
404680034 $752.76
404680035 $752.76
404680036 $752.76
404680037 $752.76
404680038 $752.76
404680039 $752.76
404680040 $752.76
404680041 $752.76
404680042 $752.76
404680043 $752.76
404680044 $752.76
404680045 $752.76
404680046 $752.76
404680047 $752.76
404680048 $752.76
404680049 $752.76
404680050 $752.76
404680051 $752.76
404680052 $752.76
404680053 $752.76
404740001 $752.76
404740002 $752.76
404740003 $752.76
404740004 $752.76
404740005 $752.76
Assessor's
Parcel
Number
Neighborhood
Amount
404740006 $752.76
404740007 $752.76
404740008 $752.76
404740009 $752.76
404740010 $752.76
404740011 $752.76
404740012 $752.76
404740013 $752.76
404740014 $752.76
404740015 $752.76
404740016 $752.76
404740017 $752.76
404740018 $752.76
404740019 $752.76
404740020 $752.76
404740021 $752.76
404740022 $752.76
404740023 $752.76
404740024 $752.76
404740025 $752.76
404740026 $752.76
404740027 $752.76
404740028 $752.76
404740029 $752.76
404740030 $752.76
404740031 $752.76
404740032 $752.76
404740033 $752.76
404740034 $752.76
404740035 $752.76
404740036 $752.76
404740037 $752.76
404740038 $752.76
404740039 $752.76
404740040 $752.76
404740041 $752.76
404740042 $752.76
404740043 $752.76
$635,090.06
10/04/23C-6
112
DISCUSSION AND/OR ACTION
AGENDA ITEM
2. 22-670
113
1 STAFF REPORT TO THE CITY COUNCIL
DATE: Regular Meeting of October 10, 2023
TO: Mayor and Members of the City Council
VIA: Dante Hall, City Manager
SUBMITTED BY: Edwin Gato, Director of Finance
SUBJECT: Review of the Comprehensive User Fee Study
RECOMMENDATION ACTION
Staff recommends that the City Council:
1. Receive report from Staff and Revenue & Cost Specialist (RCS).
2. Review and discuss staff recommendations for changes to the City’s Master Fee Schedule for fiscal year 2023-24 based on the completed user fee analysis.
3. Provide Staff with direction on cost recovery objectives and the recommended fee proposals.
EXECUTIVE SUMMARY
The City Council has traditionally approved a Master Fee Schedule as part of the budget process to reflect the anticipated annual cost increase in the upcoming fiscal year. The fee adjustments are not automatic. They require a yearly review and approval by the City Council. An annual review and update ensures that fees reflect current costs to provide services, allow the addition of fees when applicable for new City services, and provide for the elimination of fees for discontinued services.
To establish appropriate cost recovery levels for City services that benefit individuals or groups rather than the general public, the City initiated a cost of service and fee study. The City engaged RCS to perform this study, identifying the City’s labor and non-labor resources and establishing the full-service cost for fee-related activities for the development services, public safety, and administration.
DISCUSSION
Each year, the City adopts a fee resolution that establishes the fees for City services for the upcoming fiscal year, which are then compiled into one document called the Master Fee Schedule. The fees were annually increased by the consumer price index (CPI). However, changes have occurred in services, materials, and employee costs, many of which have outpaced CPI increases.
The City hired Revenue & Cost Specialists, LLC (RCS) to conduct a comprehensive cost allocation plan (CAP) and user fee study to assist the City in determining the actual cost of 22-670
114
2 providing City services and help the departments establish appropriate user fees. The Cost Allocation Plan (CAP) and updated Cost of Services study assisted departments in determining the actual cost of providing City services and programs paid for by user fees.
The objectives of the update were to develop a rational basis for setting fees, understand the total cost of providing services, identify subsidy amounts, identify appropriate fee adjustments that enhance fairness and equity, maintain consistency with local policy and objectives, and comply with state law; and develop an updatable, comprehensive list of fees.
As is often the case, the Cost of Services study revealed differences between actual costs and the fees charged to recover those costs.
The methodology used to calculate the total cost of each service comprised of two essential elements: 1) the Fully Burdened Hourly Rates (FBHR) of staff providing the service and 2) the time spent by staff providing the service. The FBHRs used in the Study include both direct costs and indirect costs. Direct costs are those directly tied to a service, such as labor and possibly materials or supplies. An example of direct costs would be the hourly salary and benefits of the individual processing and reviewing Planning & Development Service permits. Indirect costs support multiple service areas and are not directly tied to a specific fee. An example of indirect costs would be the costs of City finance or human resources staff, which support the divisions and staff members performing the fee services. Once the FBHRs were established, RCS worked with all City departments to establish the number of hours (on average) staff takes to accomplish each service associated with a fee. Once the number of hours it takes staff to perform each service was gathered, the total cost to provide each service could be calculated. The total cost of each service is the product of the FBHR calculation multiplied by the time spent performing the service. These total costs are the full recovery levels shown in the fee schedules and the comprehensive User Fee Study. The methodology utilized by RCS is described in the Report. With consultation from RCS, the City has completed a comprehensive User Fee Study (Attachment 1) for the City Council’s consideration.
FISCAL IMPACT OF RECOMMENDATION:
There is no fiscal impact at this time. However, should the City Council adopt at the public hearing on October 24, 2023, City fee revenues could increase by approximately $99,000 annually or a 10% increase compared to the current fees.
ATTACHMENTS:
1. Hercules Cost of Service Study (User Fee Study)
2. Hercules Fee Study Presentation
115
Copyright, 2023 by Revenue & Cost Specialists
Cost of Services Study
for the
City of Hercules
August 2023
Prepared by:
Revenue & Cost Specialists, LLC
1519 E Chapman Ave, Ste C
Fullerton, CA 92831
www.revenuecost.com
116
City of Hercules Cost of Services Study
117
City of Hercules Cost of Services Study
August 7, 2023
City of Hercules
111 Civic Dr
Hercules, CA 94547
Honorable Mayor, City Council, and City Manager:
This Report is submitted pursuant to our contract with the City to perform a revenue and cost analysis for the City for its services, and this will result in updated user fees for the City of Hercules.
The motivation for this cost of services study is the need of both the City Council and City staff to maintain City’s services at a level commensurate with the standards previously set by the City Council, and to maintain effective policy and management control of City services.
RCS wishes to thank all City department heads and staff for their assistance and cooperation extended to us during the accomplishment of our work, without whose aid this Report could not have been produced. The response, awareness and information gathered and supplied by numerous City employees make this Report the sound one we believe it to be.
Respectfully submitted,
ERIC JOHNSON CHU THAI
President Partner
118
City of Hercules Cost of Services Study
Table of Contents
EXECUTIVE SUMMARY __________________________________________________________________________________ 5 CHAPTER I – BACKGROUND OF STUDY ________________________________________________________________ 7 CHAPTER II – CALCULATING THE FULL COSTS _______________________________________________________ 11 CHAPTER III – COST RECOVERY RECOMMENDATIONS ______________________________________________ 19 CHAPTER IV – CONCLUSION ___________________________________________________________________________ 27 APPENDIX A – SUMMARY OF CURRENT AND PROPOSED FEES _____________________________________ 29 APPENDIX B – SERVICE COST CALCULATION WORKSHEETS _______________________________________ 51
119
Pg. 05 EXECUTIVE SUMMARY
C
ity of Hercules Cost of Services Study
E
XECUTIVE SUMMARY
R
evenue & Cost Specialists (RCS) is pleased to present the City of Hercules with this Cost of Services Study. This study was based on the City of Hercules’s adopted FY 2022-23 budget and staffing information and latest fee schedule available to the public.
Fiscal Impact
If all the recommendations and suggestions made in this study are adopted, the City of Hercules would increase cost recovery by $99,000 on an annual basis. Typical with other studies we have performed, development services could achieve the greatest cost recovery from new revenues.
Possible New Revenues from Fee Increases – City of Hercules
While RCS calculates a $207,150 subsidy from all the fee related services, we estimate $99,000 in possible new revenues, based on factors discussed later in this report. By adopting RCS’ recommendations, far more equity between taxpayers and fee-payers would be gained, and the City’s financial picture would be improved.
Comprehensive Approach
Hercules’s fee study kicked off in November 2022, followed by a series of focused meetings going into the details of every user fee. All the data were reviewed multiple times to ensure confidence by City staff. The draft and final reports were reviewed by Hercules administration from May 2023 through June 2023. This fee study addressed all departments, providing development services, public works, public safety, and administration. This study also produced a cost allocation plan, which calculated the general fund overhead costs, which the sanitary sewer fund will reimburse the City for.
T
OTAL TOTAL TOTAL POSSIBLE
FEE SERVICE PROFIT/ NEW
SERVICE REVENUE COST (SUBSIDY) ACTUAL SUGGEST REVENUE
[S-001 to S-064] DEVELOPMENT SERVICES $473,257 $570,659 ($97,402) 82.9% VAR. $89,700 [S-065 to S-101] PUBLIC SAFETY $57,176 $164,782 ($107,606) 34.7% VAR. $9,300 [S-102 to S-110] ADMINISTRATION $13,391 $15,533 ($2,142) 86.2% VAR. $0 ALL FEE SERVICES $543,824 $750,974 ($207,150) 72.4% $99,000 PCT. RECOVERY
F
ROM FEES
I
f all the
recommendations
and suggestions
made in this Report
are adopted, the City
of Hercules would
increase cost
recovery by $99,000
on an annual basis.
120
Pg. 06 EXECUTIVE SUMMARY
C
ity of Hercules Cost of Services Study
R
CS’ Cost of Services Study did more than calculate the full cost of all city services. This process gave the City an opportunity to add new fees for services which the City is already providing, without a fee. We also recommended removal of fees which are no longer valid and modifying some user fee structures to improve city services. Our comprehensive approach includes a review of city fees and their legal feasibility, a discussion of fee invoicing and collections, and conversation of user fee trends and market demands.
RCS highly encourage the City to adopt updated user fees based on our study, as our findings include fees that are grossly subsidized, no longer valid, can be legally challenged or currently inefficient to use.
Text Topics
The remaining Chapters of this study address the following topics:
I. Background of Study
II. Calculating the Full Costs
III. Cost Recovery Recommendations
IV. Conclusion
121
P
g. 07 CHAPTER I – BACKGROUND OF STUDY
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ity of Hercules Cost of Services Study
C
HAPTER I – BACKGROUND OF STUDY
I
mpact of Propositions 13, 4, 218 and 26
P
roposition 13 passed by California voters in 1978, forever changing city budgets. Prior to 1978, cities and counties balanced their budgets with a property tax formula. The property tax which property owners paid could increase dramatically year over year, creating hardship for those with fixed incomes. Proposition 13 capped property tax rates at 1%, with annual inflation increase no more than 2%. The passage of Proposition 13 immediately reduced property tax payments from homes, businesses and farms by 57%.
The following year, Proposition 4 was passed primarily to clean up language related to taxes and appropriations limits after the wake of Proposition 13. However, there is one phrase in section 8(c) of the proposition text which better defines user charges and user fees.
“Proceeds of taxes” shall include, but not be restricted to, all tax revenues and the proceeds to an entity of government, from (1) regulatory licenses, user charges, and user fees to the extent that those proceeds exceed the costs reasonably borne by that entity in providing the regulation, product, or service…”
Restated, any proceeds from user charges and user fees which exceed the “costs reasonably borne” are considered taxes. The legal ability for government agencies to charge fees in California in the
122
Pg. 08 CHAPTER I – BACKGROUND OF STUDY
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ity of Hercules Cost of Services Study
w
ake of all of the changes wrought by Proposition 13 comes out of that little phrase. The importance, and the deeper meaning, is detailed in this section of the author’s intent documents:
“The phrase ‘costs reasonably borne by such entity in providing the regulation, product, or service’ is intended to incorporate all appropriations by an entity for reasonable costs appropriate for the continuation of service over time. This includes ongoing expenses such as operation costs and a reasonable allocation for overhead and administration, but it also includes responsible allocations for capital replacement, expansion of services, and repayment of related bond issuances would be considered ‘costs reasonably borne’.”
Then, Proposition 218, passed in 1996 and becoming Articles XIIIC & D, further restricting municipal utility rates charged on property owners. Prop 13, 4 and 218 have had, and will continue to have, a profound effect on California governments.
But it was left to the passage of Proposition 26, passed in 2010, to codify many of the fee setting practices of the previous 30 years. Article XIII C of the State Constitution was amended to formally declare that fees are not considered taxes if they do not exceed the reasonable costs of the service.
Government Code Section 66014 further defined that statement for development fees.
Some of the types of services for which reasonable fees are allowable are:
A charge imposed for a specific benefit conferred or privilege granted directly to the payor that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of conferring the benefit or granting the privilege.
A charge imposed for a specific government service or product provided directly to the payor that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of providing the service or product.
A charge imposed for the reasonable regulatory costs to a local government for issuing licenses and permits, performing investigations, inspections, and audits, enforcing agricultural marketing orders, and the administrative enforcement and adjudication thereof.
Article XIII C also provides that a local government agency must demonstrate that the amount of revenue to be generated by a fee is no more than necessary to cover the reasonable costs of the governmental activity supported by the fee, and that the manner in which those costs are allocated to a payor bear a fair or reasonable relationship to the payor’s burdens on, or benefits received
123
Pg. 09 CHAPTER I – BACKGROUND OF STUDY
C
ity of Hercules Cost of Services Study
f
rom, the governmental activity. Therefore, a fee on liquor store owners to fund an alcohol education program would not be allowed.
While Proposition 26 was built on the foundations of Propositions 4 and 218, it provided a sharper definition of the reach and limits of service fees, and the courts have looked to it when reviewing fee challenges.
Legal Approach to Cost of Services Study
This report presents the analytical advantages which are available to the City through the institution of a comprehensive system designed by RCS to implement Article XIIIB of the California Constitution.
Systematic and Documented Approach. This analysis was designed to provide the City with a s
ystematic and documented approach to understand, control, and recapture the costs which are forced on it by normal service demands, growth and general economic inflation.
Constitutional Methodology. The methodology used for this analysis is the "costs reasonably b
orne" test established by Section 8(c) of Proposition 4, now Article XIIIB of the California Constitution. In following that process, RCS has analyzed the ways in which City services can be financed more equitably to assure the City's future financial viability.
Full Business Costs Determined. The methodology followed by both the Authors of Proposition 4, a
nd consequently by RCS, determines the full business cost of providing the reported City services.
It also identifies the beneficiaries of those services and determines if they are paying in relationship to benefits derived or if they are deserving of a subsidy paid from the taxes paid by all local citizens and businesses. Thus, the City Council will have full knowledge and cannot ignore costs which are actually occurring.
Financial Integrity Established. This text summarizes the work accomplished and presents r
ecommendations. These recommendations, if implemented, would firmly establish the financial integrity of the analyzed City services and would establish a continuing cost control system following the business principles which are generally espoused for government, but often are ignored in application.
124
Pg. 10 CHAPTER I – BACKGROUND OF STUDY
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ity of Hercules Cost of Services Study
T
HIS PAGE INTENTIONALLY BLANK
125
Pg. 11 CHAPTER II – CALCULATING THE FULL COSTS
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ity of Hercules Cost of Services Study
C
HAPTER II – CALCULATING THE FULL COSTS
T
here are three basic steps in the process used by RCS to identify and cost out service centers. The first step is to identify the services offered by the City. Next, the service costs are calculated.
Finally, the revenue currently received is matched to the cost of providing the service to determine if there is a subsidy from taxes.
Identifying Service Centers
Two techniques were utilized to identify the service centers for which revenue and cost data were gathered and around which the service cost analysis of this Report is built.
Revenue Analysis. The first technique involved gathering revenue information for the past fiscal y
ear, and then updating and revising the budget estimates for the same revenue sources for the fiscal year during which the analysis was performed by RCS. The Budget and financial reports for the current fiscal year were secured and analyzed. Budgeted and received revenues for all fee- supported services were extracted from those reports, where such information was available. RCS has divided services into far smaller "service centers" than the City has traditionally designated.
Service Center Identification. The second technique involved several scheduled meetings with City s
taff to identify each type of service being provided with or without charge. In a series of meetings held with City staff, department by department, RCS developed a comprehensive list of services, and then allocated staff time to the appropriate services. This service time was refined over the course of these meetings until all available staff time was allocated and represented an accurate allocation.
Resultant Service Centers
"Service Center" Defined. The "service revenue," fee or charge for a service, and the related "
service cost" comprise a "service center". Each service center has a unique "Revenue and Cost Summary Worksheet" and a matching "Cost Detail Worksheet”, which are found in Appendix B of this Report. These "Service Center Worksheets" are matched to one another on facing pages.
Detailed Back-Up Workpapers. The costs are backed up by detailed analyses, which have been t
urned over to the City in several volumes of work papers and detailed cost distribution reports.
Basis for Cost of Services
The costs determined by RCS for the various service centers are based on the definitions of “costs reasonably borne” as utilized in Article XIIIB (Proposition 4) and as further defined by its Authors in their background documents. The Authors of Proposition 4 intended their full business costing
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ity of Hercules Cost of Services Study
d
efinitions to be used by California governments. Thus, the City can know and control its costs, using those Constitutionally-set business principles and legally set elements and definitions of “costs reasonably borne”.
Listing of Detailed Full Business Cost Definitions. Thus, the following are put forward by the A
uthors as the accepted elements of "costs reasonably borne":
a) Labor costs
b) Employee benefit costs
c) Operational services and supply expenses
d) Overhead expense
e) Administrative costs
f) Start-up costs
g) Future capital expenses
h) Capital replacement expense
i) Costs of expansion of services
j) Repayment of debt
Authors' Background. It is not surprising that the authors used such business definitions and e
lements of "cost" as quoted herein. They represented several known business organizations:
The California Taxpayers Association
The California Chamber of Commerce
The National Tax Limitation Committee
The California Association of Realtors
In effect, the pillars of California business and their thinking were represented, and their ideas were adopted overwhelmingly by the electorate of California at referendum. Thus, by definition, the premises of this report process have a California electoral mandate.
Principle Involved. A basic principle involved in this report was the recognition of those full b
usiness costs as used and as defined by the authors of the Constitutional amendment.
Types of Costs
The following costs, identified above as part of "costs reasonably borne" by the Authors of Proposition 4, make up the cost detail found on the right-hand page in Appendix B for each service center.
Salaries and Wages. City government is in fact a service industry, and therefore, it is natural that s
alaries make up the largest single element of cost for most services. In order to allocate the salaries, lengthy interviews were held, documents sought and researched, and reports and
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g. 13 CHAPTER II – CALCULATING THE FULL COSTS
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ity of Hercules Cost of Services Study
a
ccounting records examined by RCS. The result was, in most cases, a percentage or hours distribution of individual employee personal services costs.
To validate the reasonableness of the Study, 100% of the available work hours for all City employees were distributed and accounted for, even if it’s not public serving. In other words, one staff member cannot state they overworked on fee services beyond 100% of their hours, and another staff member cannot account for 100% of their time. No judgments were made about what personnel should or might be doing. Their time was distributed to those service centers where the time was expended.
Employee Fringe Benefits. Since fractional time, to as low as three minutes per unit of service or o
ne-twentieth of a percent of the annual time of an employee has been allocated to service centers, fringe benefit costs also must be fractionalized to carefully and accurately distribute those ancillary personnel costs.
The City finances numerous benefits for its employees, thereby incurring measurable costs for these items, including:
Retirement and Social Security
Group Health Insurance
Survivor Benefits
Life Insurance
Long Term Disability and Accidental Death and Disability Pension Trust
Deferred Compensation Plan
Medicare Insurance
All of these costs are current operating expenses, and the amounts were isolated. Actual costs were determined and reduced to a percentage of salary for each of the positions.
Available Work-Hours. After the individual elements of cost for positions was compiled, the total c
ost for each position was divided by the number of available work-hours. Available work hours were calculated as the total possible work-hours in a year, 1,976, less the following away-from- work benefit hours:
Holidays
Vacations
Personal Leave
Sick Leave
Morning/Afternoon Breaks
Start Up/Down Time
T
o validate the
reasonableness of
the Study, 100% of
the available work
hours for all City
employees were
distributed and
accounted for,
even if it’s not
public serving.
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g. 14 CHAPTER II – CALCULATING THE FULL COSTS
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ity of Hercules Cost of Services Study
M
aintenance and Operation Costs. All maintenance and operation costs, including non-personnel e
xpenses such as professional services, insurance, operating supplies etc., were derived from the current year Council-approved budget and allocated via percentages or through actual allocation to each of the service centers identified in a department or division.
General and Departmental Overhead Costs. Overhead costs provide the vital glue that holds an o
rganization together operationally and provide important coordinating capabilities. They also provide the day-to-day support services and facilities required for the organization to function effectively. RCS calculated the city’s Cost Allocation Plan (CAP) to identify and allocate these costs to the remainder of the City organization. In the CAP, costs were allocated to end-user departments and divisions by applying an agreed-upon overhead allocation factor. Each factor was related to the work effort of its particular overhead element and was assessed for relevance and reasonableness.
Full Cost Distribution. The purpose of deriving overhead costs to apportion these amounts to d
irect service program costs. By adopting this method, the City will be aware of its true costs and be able to emulate business methods. Article XIIIB’s (Proposition 4 of 1979) authors intended this, defining as part of “costs reasonably borne” a calculated “reasonable allocation for overhead and administration.”
General City Overhead. These services primarily set policy and support other departments w
ithout providing a deliverable service to the public. Where they do perform an end-user service, such costs have not been allocated to other departments.
H
R/Risk Mgmt
29.7%
F
inance/Genl
Office
22.7%
C
ity
Manager
15.1%
P
ublic Works
Admin
11.1%
C
ity Clerk
9.2%
C
ity Council
6.9%
C
ity Attorney
5.3%
General City Overhead
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ity of Hercules Cost of Services Study
D
epartmental Administration. Costs in this category involve intra-departmental support f
unctions, outside the above listed general City overhead functions, and involve the allocation of staff time within and among departmental functions. These services also do not provide end-user deliverables to the public, but instead provide vital administrative support within specific departments.
F
ully Burdened Hourly Rates (FBHR)
A
ll of the above items make up the fully burdened hourly rate which is calculated for each position in the City. The makeup of each component of the City-wide average fully burdened hourly rate is detailed in the chart below.
C
omparing Full Costs to Revenue Sources
L
ocal government funding for city services comes from a multitude of revenue sources such as taxes, fines, grants, use of property, user fees, utility rates, etc. Our Study accounts for all revenues and focuses on the relationship between fees and taxes. As an example, [S-001] ADMINISTRATIVE/MINOR USE PERMIT in the following schedule estimates the full costs at $29,834. These expenses are offset by current fee revenues of $12,603, and $17,231 of the City’s limited tax revenues must be used to pay for the remaining. The city is currently recovering 42.2% from these ADMINISTRATIVE/MINOR USE PERMIT fees, and to the extent that fees are NOT increased, general City taxes paid by all taxpayers are the only alternative revenue source.
S
alaries
39.0%
B
enefits
16.0%
O
perating
Expenses
11.9%
C
ity Overhead
21.7%
D
ept. Overhead
11.3%
Fully Burdened Hourly Rate Components
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Pg. 16 CHAPTER II – CALCULATING THE FULL COSTS
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ity of Hercules Cost of Services Study
S
CHEDULE 1
TOTAL SERVICE COSTS AND RESOURCES USED
FISCAL YEAR 2022-23
T
OTAL R
ESOURCES USED
S
ERVICE T
O FINANCE SERVICE
R
EF# (1) S
ERVICE (2) C
OST (3) F
EES (4) T
AXES (5)
S
-001 ADMINISTRATIVE/MINOR USE PERMIT $29,834 $
12,603 $
17,231
S
-002 CONDITIONAL USE PERMIT $7,071 $
2,500 $
4,571
S
-003 WIRELESS FACIL. SPECIAL USE PERMIT $0 $
0 $
0 S
-004 COMBINED LIVE / WORK LICENSE $0 $
0 $
0 S
-005 CUP AMENDMENT - MINOR $4,872 $
0 $
4,872
S
-006 DESIGN REVIEW - ADMINISTRATIVE $45,210 $
9,002 $
36,208
S
-007 DESIGN REVIEW - LEGISLATIVE $7,197 $
6,000 $
1,197
S
-008 PLANNING STAFF PRE-SUBMITTIAL REV $749 $
500 $
249
S
-009 ZONING DESIGNATION CHANGE $0 $
0 $
0 S
-010 ZONING TEXT AMENDMENT $0 $
0 $
0 S
-011 PLANNED DEVELOPMENT PLAN $0 $
0 $
0 S
-012 GENERAL PLAN AMENDMENT $0 $
0 $
0 S
-013 DEVELOPMENT AGREEMENT $0 $
0 $
0 S
-014 SPECIFIC PLAN $0 $
0 $
0 S
-015 SPECIFIC PLAN AMENDMENT $0 $
0 $
0 S
-016 ANNEXATION $0 $
0 $
0 S
-017 DEVELOPMENT STANDARDS VARIANCE $0 $
0 $
0 S
-018 TENTATIVE PARCEL/SUBDIVISION MAP $0 $
0 $
0 S
-019 LOT LINE ADJUSTMENT/PARCEL MERGER $3,918 $
3,000 $
918
S
-020 TENTATIVE MAP EXTENSION $2,360 $
2,000 $
360
S
-021 CERTIFICATE OF COMPLIANCE $0 $
0 $
0 S
-022 INITIAL STUDY/NEGATIVE DECLARATION $0 $
0 $
0 S
-023 ENVIRONMENTAL IMPACT REPORT $0 $
0 $
0 S
-024 MITIGATION MONITORING PROGRAM $0 $
0 $
0 S
-025 MINOR MODIFICATION $4,521 $
500 $
4,021
S
-026 MAJOR MODIFICATION - WIRELESS $0 $
0 $
0 S
-027 LANDSCAPE PLAN REVIEW/INSPECTION $0 $
0 $
0 S
-028 TIME EXTENSION $3,460 $
674 $
2,786
S
-029 TEMPORARY USE PERMIT - PC $4,872 $
450 $
4,422
S
-030 TEMPORARY USE PERMIT - ADMIN $3,188 $
1,800 $
1,388
S
-031 PRIVATE PROPERTY SPECIAL EVENT PRMT $3,272 $
0 $
3,272
S
-032 PUBLIC PROPERTY SPECIAL EVENT PERMT $5,968 $
0 $
5,968
S
-033 SPECIAL EVENT STAFFING $0 $
0 $
0 S
-034 APPEAL TO THE PLANNING COMMISSION $4,534 $
1,250 $
3,284
S
-035 APPEAL TO THE CITY COUNCIL $5,516 $
625 $
4,891
S
-036 PAVING PLAN REVIEW $2,607 $
0 $
2,607
S
-037 PAVING PERMIT $130 $
0 $
130
S
-038 ZONING VERIFICATION LETTER $154 $
0 $
154
S
-039 PROPERTY HISTORY LETTER $627 $
0 $
627
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Pg. 17 CHAPTER II – CALCULATING THE FULL COSTS
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ity of Hercules Cost of Services Study
T
OTAL R
ESOURCES USED
S
ERVICE T
O FINANCE SERVICE
R
EF# (1) S
ERVICE (2) C
OST (3) F
EES (4) T
AXES (5)
S
-040 PREFERENTIAL PARKING DIST. PERMIT $87 $
50 $
37 S
-041 EXTRA PLAN REVIEW/INSPECTION $0 $
0 $
0 S
-042 PLANNING MISCELLANEOUS REVIEW $0 $
0 $
0 S
-043 GENERAL PLAN UPDATE COST RECOVERY $200,000 $
200,000 $
0 S
-044 CODE ENFORCE PLANNING APPLICATION $0 $
0 $
0 S
-045 BUILDING PLAN CHECK/INSPECTION $189,945 $
203,597 (
$13,652)
S
-046 FINAL PARCEL/SUBDIVISION MAP $1,651 $
1,500 $
151
S
-047 PUBLIC IMPROVEMENT PLAN CHECK $14,932 $
10,000 $
4,932
S
-048 PUBLIC IMPROVEMENT INSPECTION $12,339 $
8,000 $
4,339
S
-049 GRADING PLAN CHECK $5,616 $
5,000 $
616
S
-050 GRADING INSPECTION $3,889 $
3,000 $
889
S
-051 STORMWATER PLAN REVIEW $0 $
0 $
0 S
-052 SWPPP STORMWATER INSPECTION $0 $
0 $
0 S
-053 UTILITY ENCROACHMENT $0 $
0 $
0 S
-054 ENCROACHMENT PERMIT (NON-UTILITY) $357 $
300 $
57 S
-055 SEWER LATERAL CERTIFICATE $221 $
140 $
81 S
-056 TEMPORARY ENCROACHMENT PERMIT $892 $
750 $
142
S
-057 SIDEWALK DINING PERMIT $357 $
0 $
357
S
-058 SIDEWALK VENDING PERMIT $101 $
0 $
101
S
-059 HOUSING MOVING PERMIT $0 $
0 $
0 S
-060 HAUL ROUTE PERMIT $178 $
0 $
178
S
-061 WIDE LOAD PERMIT $34 $
16 $
18 S
-062 ASSESSMENT APPORTIONMENT PROCESS $0 $
0 $
0 S
-063 ADD'L ENGINEERING PLAN REV/INSPECT $0 $
0 $
0 S
-064 MISCELLANEOUS ENGINEERING SERVICES $0 $
0 $
0 S
-065 CODE ENFORCEMENT INSPECTION $138 $
0 $
138
S
-066 CODE ENFORCEMENT HEARING $1,285 $
225 $
1,060
S
-067 INSPECTION WARRANT $1,083 $
281 $
802
S
-068 ABATEMENT WARRANT $1,359 $
281 $
1,078
S
-069 LIEN AND SPECIAL ASSESSMENT $1,083 $
0 $
1,083
S
-070 NUISANCE ABATEMENT $0 $
0 $
0 S
-071 PEDDLER POLICE PERMIT $624 $
134 $
490
S
-072 MOBILE FOOD VENDOR PERMIT $1,559 $
530 $
1,029
S
-073 MASSAGE PERMIT - NEW $312 $
135 $
177
S
-074 MASSAGE PERMIT - RENEWAL $69 $
135 (
$66)
S
-075 TAXI PERMIT $0 $
0 $
0 S
-076 ANNUAL TAXI INSPECTION $0 $
0 $
0 S
-077 LIVE SCAN FINGERPRINTING $2,741 $
2,019 $
722
S
-078 POLICE FALSE ALARM RESPONSE $84,214 $
0 $
84,214
S
-079 NOISE DISTURBANCE RESPONSE $8,702 $
0 $
8,702
S
-080 DUI ACCIDENT RESPONSE $0 $
0 $
0 S
-081 DUI ARREST $0 $
0 $
0 S
-082 CURFEW VIOLATION RESPONSE $0 $
0 $
0 S
-083 BOOKING PROCESSING $0 $
0 $
0 S
-084 COUNTY JAIL ACCESS FEE $0 $
0 $
0
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Pg. 18 CHAPTER II – CALCULATING THE FULL COSTS
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ity of Hercules Cost of Services Study
T
OTAL R
ESOURCES USED
S
ERVICE T
O FINANCE SERVICE
R
EF# (1) S
ERVICE (2) C
OST (3) F
EES (4) T
AXES (5)
S
-085 VEHICLE RELEASE $48,074 $
44,187 $
3,887
S
-086 TOWED VEHICLE PROPERTY RELEASE $3,426 $
6,695 (
$3,269)
S
-087 NON-RESIDENT CITATION SIGN OFF $1,794 $
660 $
1,134
S
-088 VEHICLE INSPECT AND CERTIFICATION $0 $
0 $
0 S
-089 VIN VERIFICATION $0 $
0 $
0 S
-090 VEHICLE REPOSSESSION PROCESSING $1,542 $
675 $
867
S
-091 WEAPON STORAGE & RELEASE $5,832 $
0 $
5,832
S
-092 PROPERTY PRESERVATION $0 $
0 $
0 S
-093 CONCEALED WEAPONS PERMIT $0 $
0 $
0 S
-094 CLEARANCE LETTER $678 $
927 (
$249)
S
-095 POLICE REPORT COPY $240 $
44 $
196
S
-096 POLICE ELECTRONIC FILE COPY $27 $
248 (
$221)
S
-097 CIVIL SUBPOENA/DUCES TECUM $0 $
0 $
0 S
-098 NON-DIGITAL POLICE PHOTO COPY $0 $
0 $
0 S
-099 VERIFICATION OF LOSS STATEMENT $0 $
0 $
0 S
-100 POLICE RECORD REVIEW $0 $
0 $
0 S
-101 ALARM PERMIT $0 $
0 $
0 S
-102 BUSINESS LICENSE PROCESSING $0 $
0 $
0 S
-103 NSF CHECK PROCESSING $450 $
402 $
48 S
-104 CHECK RE-ISSUANCE $45 $
39 $
6 S
-105 TECHNOLOGY ENHANCEMENT SURCHARGE $12,500 $
12,591 (
$91)
S
-106 DOCUMENT REPRODUCTION $395 $
140 $
255
S
-107 ELECTRONIC DOCUMENT COPY $4 $
3 $
1 S
-108 AGENDA SUBSCRIPTION $0 $
0 $
0 S
-109 LOCAL ELECTION CANDIDATE FILING $951 $
0 $
951
S
-110 LOCAL INITIATIVE PROCESSING $1,188 $
216 $
972
T
OTAL ALL FEE SERVICES $
750,974 $
543,824 $
207,150
S
chedule 1 above shows that the City provides $750,974 in fee based services annually, and recovers $543,824 from fee revenues. Each year, an additional $207,150, coming from other funding sources, is needed to pay for these fee services.
[
T]he City provides
$750,974 in fee
services annually,
and recovers
$543,824 from fee
revenues. Each year,
an additional
$207,150, coming
from other funding
sources, is needed to
pay for these fee
services.
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ity of Hercules Cost of Services Study
C
HAPTER III – COST RECOVERY
RECOMMENDATIONS
S
ervice Groups
RCS has organized Personal Choice Services into the following service groups for purposes of discussion:
1. Development Services
2. Public Safety
3. Administration
These groups, explained in turn, are program oriented. Each group includes a table summarizing the revenues and costs of each service. The table summarizing the group tables is found at the end of this Chapter.
Appendix A, following the text, summarizes the current fees and the proposed fees for each of the Personal Choice service centers.
Service Center details found in Appendix B, are in sequence by the Reference Number (Column 1 on each of the following Tables), include detail information for each service on two facing pages.
The left page has textual and summary information including RCS’s suggested service fee. The right page has the service cost detail.
Explanation of Table Columns
Each table has eight columns, explained here:
Column 1 is the Report Reference Number.
C
olumn 2 is the title of the service.
C
olumns 3, 4 & 5 are the same amounts for revenue, cost and profit (subsidy) found on the l
eft page of the detail service sheets in Appendix B.
Column 6 is the current percentage of costs recovered from the user fees and charges with t
he difference being subsidized by taxes.
Column 7 is the percentage of user fee cost recovery which might be obtainable without t
ax subsidy. Of course, decisions regarding tax subsidies to a service are a City Council policy decision on how to allocate its tax and general revenues. Column 8 contains the estimated amount of revenues which RCS suggests could be raised o
r reduced.
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ity of Hercules Cost of Services Study
S
pecial Circumstances
The table also footnotes which identify special circumstances for some fees. For a service that is marked (a), there is insufficient data to determine the financial impact. When a service is marked (b), the fee is deposit based and financial estimations are not possible. Services marked (c), are restricted by law, and cannot be adjusted for full cost recovery. Finally, services marked (d) are suggested to be removed from the City’s fee schedule for various reasons.
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ity of Hercules Cost of Services Study
D
evelopment Services
When basic City development services are supported by general taxes, there is little reason for taxes to also finance those Personal Choice services which mainly benefit a developer or specific property owner. Thus, the expenses distributed across these service centers are primarily the incremental additional expenses caused by development. Were no development to take place, most of these costs could be eliminated, or at least significantly reduced.
TABLE 1 – DEVELOPMENT SERVICES
T
OTAL TOTAL TOTAL POSSIBLE
FEE SERVICE PROFIT/ NEW
REF # SERVICE REVENUE COST (SUBSIDY) ACTUAL SUGGEST REVENUE (1) (2) (3) (4) (5) (6) (7) (8)
S-001 ADMINISTRATIVE/MINOR USE PERMIT $12,603 $29,834 ($17,231) 42.2% 100% $17,200 S-002 CONDITIONAL USE PERMIT $2,500 $7,071 ($4,571) 35.4% 100% $4,600 S-003 WIRELESS FACIL. SPECIAL USE PERMIT $0 $0 $0 0.0% 100% $0 (b) S-004 COMBINED LIVE / WORK LICENSE $0 $0 $0 0.0% 100% $0 (d) S-005 CUP AMENDMENT - MINOR $0 $4,872 ($4,872) 0.0% 100% $0 (a) S-006 DESIGN REVIEW - ADMINISTRATIVE $9,002 $45,210 ($36,208) 19.9% 100% $36,200 S-007 DESIGN REVIEW - LEGISLATIVE $6,000 $7,197 ($1,197) 83.4% 100% $1,200 S-008 PLANNING STAFF PRE-SUBMITTIAL REV $500 $749 ($249) 66.8% 100% $200 S-009 ZONING DESIGNATION CHANGE $0 $0 $0 0.0% 100% $0 (b) S-010 ZONING TEXT AMENDMENT $0 $0 $0 0.0% 100% $0 (b)
S-011 PLANNED DEVELOPMENT PLAN $0 $0 $0 0.0% 100% $0 (b) S-012 GENERAL PLAN AMENDMENT $0 $0 $0 0.0% 100% $0 (b)
S-013 DEVELOPMENT AGREEMENT $0 $0 $0 0.0% 100% $0 (b)
S-014 SPECIFIC PLAN $0 $0 $0 0.0% 100% $0 (b)
S-015 SPECIFIC PLAN AMENDMENT $0 $0 $0 0.0% 100% $0 (b) S-016 ANNEXATION $0 $0 $0 0.0% 100% $0 (b)
S-017 DEVELOPMENT STANDARDS VARIANCE $0 $0 $0 0.0% 100% $0 (b) S-018 TENTATIVE PARCEL/SUBDIVISION MAP $0 $0 $0 0.0% 100% $0 (b) S-019 LOT LINE ADJUSTMENT/PARCEL MERGER $3,000 $3,918 ($918) 76.6% 100% $0 (a) S-020 TENTATIVE MAP EXTENSION $2,000 $2,360 ($360) 84.8% 100% $0 (a) S-021 CERTIFICATE OF COMPLIANCE $0 $0 $0 0.0% 100% $0 (b) S-022 INITIAL STUDY/NEGATIVE DECLARATION $0 $0 $0 0.0% 100% $0 (b) S-023 ENVIRONMENTAL IMPACT REPORT $0 $0 $0 0.0% 100% $0 (b) S-024 MITIGATION MONITORING PROGRAM $0 $0 $0 0.0% 100% $0 (b) S-025 MINOR MODIFICATION $500 $4,521 ($4,021) 11.1% 100% $4,000 S-026 MAJOR MODIFICATION - WIRELESS $0 $0 $0 0.0% 100% $0 (d) S-027 LANDSCAPE PLAN REVIEW/INSPECTION $0 $0 $0 0.0% 100% $0 (b) S-028 TIME EXTENSION $674 $3,460 ($2,786) 19.5% 100% $0 (a) S-029 TEMPORARY USE PERMIT - PC $450 $4,872 ($4,422) 9.2% 100% $4,400 S-030 TEMPORARY USE PERMIT - ADMIN $1,800 $3,188 ($1,388) 56.5% 100% $1,400 S-031 PRIVATE PROPERTY SPECIAL EVENT PRMT $0 $3,272 ($3,272) 0.0% 100% $3,300 S-032 PUBLIC PROPERTY SPECIAL EVENT PERMT $0 $5,968 ($5,968) 0.0% 100% $6,000 S-033 SPECIAL EVENT STAFFING $0 $0 $0 0.0% 100% $0 (b)
S-034 APPEAL TO THE PLANNING COMMISSION $1,250 $4,534 ($3,284) 27.6% 100% $0 (a) S-035 APPEAL TO THE CITY COUNCIL $625 $5,516 ($4,891) 11.3% 100% $0 (a) S-036 PAVING PLAN REVIEW $0 $2,607 ($2,607) 0.0% 100% $0 (a) S-037 PAVING PERMIT $0 $130 ($130) 0.0% 100% $0 (a)
S-038 ZONING VERIFICATION LETTER $0 $154 ($154) 0.0% 100% $0 (a) S-039 PROPERTY HISTORY LETTER $0 $627 ($627) 0.0% 100% $0 (a) S-040 PREFERENTIAL PARKING DIST. PERMIT $50 $87 ($37) 57.5% 100% $0 PCT. RECOVERY
FROM FEES
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Pg. 22 CHAPTER III – COST RECOVERY RECOMMENDATIONS
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ity of Hercules Cost of Services Study
D
evelopment Services provided to individuals and businesses account for $570,659 in total service costs, and the City is able to recover 82.9% from the current fees. RCS’ suggested fees could recover an additional $89,700 annually for the City.
T
OTAL TOTAL TOTAL POSSIBLE
FEE SERVICE PROFIT/ NEW
REF # SERVICE REVENUE COST (SUBSIDY) ACTUAL SUGGEST REVENUE (1) (2) (3) (4) (5) (6) (7) (8)
PCT. RECOVERY
FROM FEES
S
-041 EXTRA PLAN REVIEW/INSPECTION $0 $0 $0 0.0% 100% $0 (b) S-042 PLANNING MISCELLANEOUS REVIEW $0 $0 $0 0.0% 100% $0 (b) S-043 GENERAL PLAN UPDATE COST RECOVERY $200,000 $200,000 $0 100.0% 100% $0 S-044 CODE ENFORCE PLANNING APPLICATION $0 $0 $0 0.0% 100% $0 S-045 BUILDING PLAN CHECK/INSPECTION $203,597 $189,945 $13,652 107.2% 100% $0 S-046 FINAL PARCEL/SUBDIVISION MAP $1,500 $1,651 ($151) 90.9% 100% $200 S-047 PUBLIC IMPROVEMENT PLAN CHECK $10,000 $14,932 ($4,932) 67.0% 100% $4,900 S-048 PUBLIC IMPROVEMENT INSPECTION $8,000 $12,339 ($4,339) 64.8% 100% $4,300 S-049 GRADING PLAN CHECK $5,000 $5,616 ($616) 89.0% 100% $600 S-050 GRADING INSPECTION $3,000 $3,889 ($889) 77.1% 100% $900 S-051 STORMWATER PLAN REVIEW $0 $0 $0 0.0% 100% $0 (b)
S-052 SWPPP STORMWATER INSPECTION $0 $0 $0 0.0% 100% $0 (b) S-053 UTILITY ENCROACHMENT $0 $0 $0 0.0% 100% $0 (b)
S-054 ENCROACHMENT PERMIT (NON-UTILITY) $300 $357 ($57) 84.0% 100% $100 S-055 SEWER LATERAL CERTIFICATE $140 $221 ($81) 63.4% 100% $100 S-056 TEMPORARY ENCROACHMENT PERMIT $750 $892 ($142) 84.1% 100% $100 S-057 SIDEWALK DINING PERMIT $0 $357 ($357) 0.0% 100% $0 (a) S-058 SIDEWALK VENDING PERMIT $0 $101 ($101) 0.0% 100% $0 (a) S-059 HOUSING MOVING PERMIT $0 $0 $0 0.0% 100% $0 (b)
S-060 HAUL ROUTE PERMIT $0 $178 ($178) 0.0% 100% $0 (a) S-061 WIDE LOAD PERMIT $16 $34 ($18) 47.1% 100% $0 (c)
S-062 ASSESSMENT APPORTIONMENT PROCESS $0 $0 $0 0.0% 100% $0 (b) S-063 ADD'L ENGINEERING PLAN REV/INSPECT $0 $0 $0 0.0% 100% $0 (b) S-064 MISCELLANEOUS ENGINEERING SERVICES $0 $0 $0 0.0% 100% $0 (b) SUBTOTAL - DEVELOPMENT SERVICES $473,257 $570,659 ($97,402) 82.9% $89,700 NOTES:
(a) Insufficient data to determine financial impact
(b) Deposit based service/fee
(c) Fee restricted by Law
(d) Delete fee from fee schedule
137
Pg. 23 CHAPTER III – COST RECOVERY RECOMMENDATIONS
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ity of Hercules Cost of Services Study
P
ublic Safety
These fee services are provided by the City’s Police and Code Compliance functions.
TABLE 2 – PUBLIC SAFETY
T
OTAL TOTAL TOTAL POSSIBLE
FEE SERVICE PROFIT/ NEW
REF # SERVICE REVENUE COST (SUBSIDY) ACTUAL SUGGEST REVENUE (1) (2) (3) (4) (5) (6) (7) (8)
S-065 CODE ENFORCEMENT INSPECTION $0 $138 ($138) 0.0% 100% $0 (b) S-066 CODE ENFORCEMENT HEARING $225 $1,285 ($1,060) 17.5% 100% $0 (a) S-067 INSPECTION WARRANT $281 $1,083 ($802) 26.0% 100% $0 (a) S-068 ABATEMENT WARRANT $281 $1,359 ($1,078) 20.7% 100% $0 (a) S-069 LIEN AND SPECIAL ASSESSMENT $0 $1,083 ($1,083) 0.0% 100% $0 (a) S-070 NUISANCE ABATEMENT $0 $0 $0 0.0% 100% $0 (b)
S-071 PEDDLER POLICE PERMIT $134 $624 ($490) 21.5% 100% $500 S-072 MOBILE FOOD VENDOR PERMIT $530 $1,559 ($1,029) 34.0% 100% $1,000 S-073 MASSAGE PERMIT - NEW $135 $312 ($177) 43.3% 100% $0 (a) S-074 MASSAGE PERMIT - RENEWAL $135 $69 $66 195.7% 100% $0 (a) S-075 TAXI PERMIT $0 $0 $0 0.0% 100% $0 (d)
S-076 ANNUAL TAXI INSPECTION $0 $0 $0 0.0% 100% $0 (d)
S-077 LIVE SCAN FINGERPRINTING $2,019 $2,741 ($722) 73.7% 100% $700 S-078 POLICE FALSE ALARM RESPONSE $0 $84,214 ($84,214) 0.0% 100% $0 S-079 NOISE DISTURBANCE RESPONSE $0 $8,702 ($8,702) 0.0% 100% $0 S-080 DUI ACCIDENT RESPONSE $0 $0 $0 0.0% 100% $0 (c)
S-081 DUI ARREST $0 $0 $0 0.0% 100% $0 (d)
S-082 CURFEW VIOLATION RESPONSE $0 $0 $0 0.0% 100% $0 (d) S-083 BOOKING PROCESSING $0 $0 $0 0.0% 100% $0 (d)
S-084 COUNTY JAIL ACCESS FEE $0 $0 $0 0.0% 100% $0 (d)
S-085 VEHICLE RELEASE $44,187 $48,074 ($3,887) 91.9% 100% $3,900 S-086 TOWED VEHICLE PROPERTY RELEASE $6,695 $3,426 $3,269 195.4% 100% ($3,300) S-087 NON-RESIDENT CITATION SIGN OFF $660 $1,794 ($1,134) 36.8% 100% $1,100 S-088 VEHICLE INSPECT AND CERTIFICATION $0 $0 $0 0.0% 100% $0 (d) S-089 VIN VERIFICATION $0 $0 $0 0.0% 100% $0 (d)
S-090 VEHICLE REPOSSESSION PROCESSING $675 $1,542 ($867) 43.8% 45% $0 S-091 WEAPON STORAGE & RELEASE $0 $5,832 ($5,832) 0.0% 100% $5,800 S-092 PROPERTY PRESERVATION $0 $0 $0 0.0% 100% $0 (d)
S-093 CONCEALED WEAPONS PERMIT $0 $0 $0 0.0% 100% $0
S-094 CLEARANCE LETTER $927 $678 $249 136.7% 100% ($200) S-095 POLICE REPORT COPY $44 $240 ($196) 18.3% 20% $0 (c) S-096 POLICE ELECTRONIC FILE COPY $248 $27 $221 918.5% 100% ($200) (c) S-097 CIVIL SUBPOENA/DUCES TECUM $0 $0 $0 0.0% 100% $0 (c) S-098 NON-DIGITAL POLICE PHOTO COPY $0 $0 $0 0.0% 100% $0 (d) S-099 VERIFICATION OF LOSS STATEMENT $0 $0 $0 0.0% 100% $0 (d) S-100 POLICE RECORD REVIEW $0 $0 $0 0.0% 100% $0 (d)
S-101 ALARM PERMIT $0 $0 $0 0.0% 100% $0 (d)
SUBTOTAL - PUBLIC SAFETY $57,176 $164,782 ($107,606) 34.7% $9,300 NOTES:
(a) Insufficient data to determine financial impact
(b) Deposit based service/fee
(c) Fee restricted by Law
(d) Delete fee from fee schedule
PCT. RECOVERY
FROM FEES
138
Pg. 24 CHAPTER III – COST RECOVERY RECOMMENDATIONS
C
ity of Hercules Cost of Services Study
P
ublic Safety Services provided to individuals and businesses account for $164,782 in total service costs, and the City is able to recover 34.7% from the current fees. RCS’ suggested fees could recover an additional $9,300 annually for the City.
139
Pg. 25 CHAPTER III – COST RECOVERY RECOMMENDATIONS
C
ity of Hercules Cost of Services Study
Ad
ministration
Administration services include business license processing, returned check processing, document reproduction and city clerk election services.
TABLE 3 – ADMINISTRATION
Administration services provided to individuals and businesses account for $15,533 in total service costs, and the City is able to recover 86.2% from the current fees.
T
OTAL TOTAL TOTAL POSSIBLE
FEE SERVICE PROFIT/ NEW
REF # SERVICE REVENUE COST (SUBSIDY) ACTUAL SUGGEST REVENUE (1) (2) (3) (4) (5) (6) (7) (8)
S-102 BUSINESS LICENSE PROCESSING $0 $0 $0 0.0% 100% $0 S-103 NSF CHECK PROCESSING $402 $450 ($48) 89.3% 100% $0 S-104 CHECK RE-ISSUANCE $39 $45 ($6) 86.7% 100% $0
S-105 TECHNOLOGY ENHANCEMENT SURCHARGE $12,591 $12,500 $91 100.7% 100% $0 S-106 DOCUMENT REPRODUCTION $140 $395 ($255) 35.4% 35% $0 (c) S-107 ELECTRONIC DOCUMENT COPY $3 $4 ($1) 75.0% 100% $0 (c) S-108 AGENDA SUBSCRIPTION $0 $0 $0 0.0% 100% $0 (d)
S-109 LOCAL ELECTION CANDIDATE FILING $0 $951 ($951) 0.0% 5% $0 (c) S-110 LOCAL INITIATIVE PROCESSING $216 $1,188 ($972) 18.2% 20% $0 (c) SUBTOTAL - ADMINISTRATION $13,391 $15,533 ($2,142) 86.2% $0 NOTES:
(a) Insufficient data to determine financial impact
(b) Deposit based service/fee
(c) Fee restricted by Law
(d) Delete fee from fee schedule
P
CT. RECOVERY
F
ROM FEES
140
Pg. 26 CHAPTER III – COST RECOVERY RECOMMENDATIONS
C
ity of Hercules Cost of Services Study
S
ummary of Personal Choice Services
The purpose of this Chapter is to present the services which RCS has initially labeled as Personal Choice and to suggest the magnitude of possible cost recovery. The following Table summarizes the recommendations and suggestions made in this Chapter.
TABLE 4 – SUMMARY
If all the recommendations made in this Chapter and suggested fees in Appendix A are adopted, the City would raise $180,000 on an annual basis.
The above table shows that the City is subsidizing $207,150 of Personal Choice Services with City tax dollars. Should the City Council feel that tax dollars are insufficient, or use for different purposes, this chapter has shown that there are opportunities to either increase the user fees or lower the cost of Personal Choice Services.
A Master Fee Resolution
RCS recommends that the City adopt a Master Fee Resolution which the Finance Department updates and the City Council adopts annually. RCS will work with Finance to help implement this Resolution.
Policy Regarding “New” Services
RCS also recommends that the City Council adopt a policy of not starting any new service without a cost analysis, using the costing approach utilized in this Report, so as to determine ways in which the service could be fee-financed, if at all possible. This approach could be used when considering new parks or public buildings, improved police protection, or any other desired function or service.
T
OTAL TOTAL TOTAL POSSIBLE
FEE SERVICE PROFIT/ NEW
SERVICE REVENUE COST (SUBSIDY) ACTUAL SUGGEST REVENUE
[S-001 to S-064] DEVELOPMENT SERVICES $473,257 $570,659 ($97,402) 82.9% VAR. $89,700 [S-065 to S-101] PUBLIC SAFETY $57,176 $164,782 ($107,606) 34.7% VAR. $9,300 [S-102 to S-110] ADMINISTRATION $13,391 $15,533 ($2,142) 86.2% VAR. $0 ALL FEE SERVICES $543,824 $750,974 ($207,150) 72.4% $99,000 PCT. RECOVERY
FROM FEES
141
Pg. 27 CHAPTER IV – CONCLUSION
C
ity of Hercules Cost of Services Study
C
HAPTER IV – CONCLUSION
R
CS has subjected the City's operations to a detailed analysis seeking alternate and more equitable ways to finance its services. This report presents the analytical advantages which are available to the City through the institution of a comprehensive system designed by RCS to implement Article XIIIB of the California Constitution.
Elimination of Subsidies
This Report highlights and recommends that most tax subsidies be eliminated as being unintentional. Service users thus can vote with their dollars and not use a service for which they are unwilling or unable to pay. Hidden subsidies, which have existed for many of the City’s supposedly self-financed and self-supporting services, can now be re-evaluated.
Result of Acceptance of Fee Suggestions
If RCS’ suggested fee recommendations are adopted, then a significant amount of added revenues will be available to the City, which would provide taxpayer equity. Most of these new revenues will be from fee increases to replace tax monies used to make up the difference between fees collected and costs incurred in providing the services, which will then be available for those services which can only be funded from taxes.
These tax "diversions" are the now-documented tax subsidies to potentially self-supporting City services. Thus, additional monies could be made available for police services, infrastructure maintenance, and other City services which are not generally conducive to service charges, thereby achieving much closer equity between benefits and associated payments.
Policy Guidance. More importantly, the Council would be able to make its decisions based on b
usiness principles as much as is possible.
Understanding of Equitable Charging for Government. The City Council now has to assist its c
onstituents to understand that under the California Constitution the intent is that:
Taxes finance services for which there is no alternative way to finance them. Service charges should be utilized to finance those things for which benefits can be determined.
Beneficiaries of such services be charged in direct relationship to the benefits derived.
142
Pg. 28 CHAPTER IV – CONCLUSION
C
ity of Hercules Cost of Services Study
F
inal Thoughts
The City has appropriately responded to the mandate and spirit of Proposition 4. It is utilizing the passage of Propositions 4, 13 and 218 and the attention given to them as an opportunity to review its financial structure and philosophy, and to institute a businesslike cost control system, tailored to the City's needs, to supplement its governmental accounting and budgeting systems.
The cooperation, excellent support and data provided in accomplishment of the work reported herein speaks well of the way in which a City organization can adapt to the so-called "new realities" of California governmental finance.
143
APPENDIX A – SUMMARY OF CURRENT AND PROPOSED FEES
144
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-001 ADMINISTRATIVE/MINOR USE PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$1,065 per applicationNew - $450.11 per application
Home Occupation Permit - $281.19 per application
Renewal - $112.27 per renewal
S-002 CONDITIONAL USE PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$7,070 per application$2,500.00 Deposit with Actual Costs + 20% S-003 WIRELESS FACIL. SPECIAL USE PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$5,000 deposit with charges at the fully allocated hourly rates for
all personnel involved plus any contract costs.
$10,000.00 Deposit with Actual costs + 20%
S-004 COMBINED LIVE / WORK LICENSEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$673.62 per application S-005 CUP AMENDMENT - MINORREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$4,870 per applicationNone
S-006 DESIGN REVIEW - ADMINISTRATIVEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$2,260 per applicationSingle Family, SFR Addition - $450.11 per application Signage - $223.51 per application
Not Otherwise Specified - $2,500 deposit with Actual Costs plus
20%
July 12, 2023
145
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-007 DESIGN REVIEW - LEGISLATIVEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$7,195 per applicationSingle Family, Addition - $2,500 deposit with Actual Costs plus
20%
New Construction - $6,000 deposit with Actual Costs plus 20% plus
Multi-Family - $195 per unit
Commercial/Office/Industrial - $0.20 per square foot
Not Otherwise Specified - $2,500 deposit with Actual Costs plus
20%
S-008 PLANNING STAFF PRE-SUBMITTIAL REVREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$750 per application$500.00 Deposit with charges at Actual Costs + 20% S-009 ZONING DESIGNATION CHANGEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$5,000 deposit with charges at the fully allocated hourly rates for
all personnel involved plus any contract costs.
$2,500.00 Deposit with Actual Cost + 20%
S-010 ZONING TEXT AMENDMENTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$5,000 deposit with charges at the fully allocated hourly rates for
all personnel involved plus any contract costs.
$2,500.00 Deposit with Actual Costs + 20%
S-011 PLANNED DEVELOPMENT PLANREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$10,000 deposit with charges at the fully allocated hourly rate s
for all personnel involved plus any contract costs.
$10,000.00 Deposit with Actual Costs + 20%
S-012 GENERAL PLAN AMENDMENTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$10,000 deposit with charges at the fully allocated hourly rate s
for all personnel involved plus any contract costs.
$10,000.00 Deposit with Actual Costs + 20%
July 12, 2023
146
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-013 DEVELOPMENT AGREEMENTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$15,000 deposit with charges at the fully allocated hourly rate s
for all personnel involved plus any contract costs.
$10,000.00 Deposit with Actual Costs + 20%
S-014 SPECIFIC PLANREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$10,000 deposit with charges at the fully allocated hourly rate s
for all personnel involved plus any contract costs.
$10,000.00 Deposit with Actual Costs + 20%
S-015 SPECIFIC PLAN AMENDMENTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$10,000 deposit with charges at the fully allocated hourly rate s
for all personnel involved plus any contract costs.
$10,000.00 Deposit with Actual Costs + 20%
S-016 ANNEXATIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$20,000 deposit with charges at the fully allocated hourly rate s
for all personnel involved plus any contract costs.
$10,000.00 Deposit with Actual Costs + 20%
S-017 DEVELOPMENT STANDARDS VARIANCEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$5,000 deposit with charges at the fully allocated hourly rates for
all personnel involved plus any contract costs.
$2,500.00 Deposit with Actual Costs + 20%
S-018 TENTATIVE PARCEL/SUBDIVISION MAPREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Deposit determined by staff with charges at the fully allocated
hourly rates for all personnel involved plus any contract costs .
Deposit as determined below with Actual Costs + 20%
0-4 lots - $6,500
5-25 lots - $7,500
26-100 lots - $9,500
101-200 lots - $14,000
200+ lots - $18,000
July 12, 2023
147
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-019 LOT LINE ADJUSTMENT/PARCEL MERGERREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$3,920 per application plus actual costs for contract surveyor$5,000.00 Deposit with Actual Costs + 20% S-020 TENTATIVE MAP EXTENSIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$2,360 per application$3,000.00 Deposit with Actual Costs + 20% S-021 CERTIFICATE OF COMPLIANCEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$2,500 deposit with charges at the fully allocated hourly rates for
all personnel involved plus any contract costs.
$500.00 Deposit with Actual Costs + 20%
S-022 INITIAL STUDY/NEGATIVE DECLARATIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$10,000 deposit with charges at actual contract costs plus 20% for Staff review.
plus County and State filing fees
$10,000.00 Deposit with Actual Costs + 20%
plus County and State filing fees
S-023 ENVIRONMENTAL IMPACT REPORTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$50,000 deposit with charges at actual contract costs plus 20% for Staff review.
plus County and State filing fees
$50,000.00 Deposit with Actual Costs + 20%
plus County and State filing fees
S-024 MITIGATION MONITORING PROGRAMREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Fee is based on an estimate by staff of needed future work.$5,000.00 Deposit with Actual Costs + 20% July 12, 2023
148
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-025 MINOR MODIFICATIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$2,260 per application10% of the total fee of approved application S-026 MAJOR MODIFICATION - WIRELESSREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.50% of the total fee of approved application S-027 LANDSCAPE PLAN REVIEW/INSPECTIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Deposit determined by staff with charges at the fully allocated
hourly rates for all personnel involved plus any contract costs .
Deposit with Actual Costs + 20%
S-028 TIME EXTENSIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$3,460 per applicationAdministrative - $224.54 per application Legislative - $673.62 per application
S-029 TEMPORARY USE PERMIT - PCREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$4,870 per application$450.11 per application
S-030 TEMPORARY USE PERMIT - ADMINREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$795 per application$450.11 per application
July 12, 2023
149
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-031 PRIVATE PROPERTY SPECIAL EVENT PRMTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
100-499 attendees - $925 per permit
500+ attendees - $2,350 per permit
None
S-032 PUBLIC PROPERTY SPECIAL EVENT PERMTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
100-499 attendees - $2,695 per permit
500+ attendees - $3,275 per permit
None
S-033 SPECIAL EVENT STAFFINGREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Actual costs plus 20% admin feeActual costs plus 20% admin fee S-034 APPEAL TO THE PLANNING COMMISSIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$4,535 per appealAdministrative Staff Appeal - $224.54 per appeal Planning Commission Hearing - 50% of Initial Fee
S-035 APPEAL TO THE CITY COUNCILREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$5,515 per appeal25% of Initial Fee
S-036 PAVING PLAN REVIEWREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$2,605 per plan plus actual costs at the fully allocated hourly rate
of all involved Engineering staff and any outside contract cost s if
stormwater calculations are needed.
None
July 12, 2023
150
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-037 PAVING PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$130 per permitNone
S-038 ZONING VERIFICATION LETTERREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$155 per letterNone
S-039 PROPERTY HISTORY LETTERREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$625 per letterNone
S-040 PREFERENTIAL PARKING DIST. PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$85 per permit per year$50 per permit per year
S-041 EXTRA PLAN REVIEW/INSPECTIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Deposit determined by staff with charges at the fully allocated
hourly rates for all personnel involved plus any contract costs .
None
S-042 PLANNING MISCELLANEOUS REVIEWREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Deposit determined by staff with charges at the fully allocated
hourly rates for all personnel involved plus any contract costs .
None
July 12, 2023
151
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-043 GENERAL PLAN UPDATE COST RECOVERYREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
1% of the construction value of any permit issued1% of the construction value of any permit issued S-044 CODE ENFORCE PLANNING APPLICATIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Double the original feeDouble the original fee
S-045 BUILDING PLAN CHECK/INSPECTIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
No changes are recommended to these fees.The City uses the County fee schedule based on valuation.
The County receives 60% of the fees and the City receives 40% of the fees.
S-046 FINAL PARCEL/SUBDIVISION MAPREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
In-House - $1,650 plus Actual Contract Costs
Contract - $5,000 deposit with charges at Actual Contract Costs
plus 25%
This includes three reviews.
$3,500 Deposit with charges at Actual Costs + 20%
July 12, 2023
152
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-047 PUBLIC IMPROVEMENT PLAN CHECKREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
In-House:
$0-$50,000 - 3% of the improvement value ($500 minimum) $50,001-$100,000 - $1,500 + 1.75% of the improvement value over $50,000
$100,001-$500,000 - $2,375 + 0.5% of the improvement value over $100,000
$500,001+ - $4,375 + 0.5% of the improvement value over $500,000
Contract - Deposit based on above amounts based on the value of the improvements with charges at actual contract costs plus 25%
This includes three reviews.
Plan Check and Inspection:
Deposit based on 6.4% of the value of the improvements with charges at actual costs plus 20%
S-048 PUBLIC IMPROVEMENT INSPECTIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
In-House:
$0-$50,000 - 2.4% of the improvement value ($500 minimum) $50,001-$100,000 - $1,200 + 2.4% of the improvement value over $50,000
$100,001-$500,000 - $2,400 + 0.5% of the improvement value over $100,000
$500,001+ - $4,400 + 0.4% of the improvement value over $500,000
Contract - Deposit based on above amounts based on the value of the improvements with charges at actual contract costs plus 25%
This includes three reviews.
Plan Check and Inspection:
Deposit based on 6.4% of the value of the improvements with charges at actual costs plus 20%
July 12, 2023
153
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-049 GRADING PLAN CHECKREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
In-House:
0-100 cubic yards - $445
101-1,000 cubic yards - $445 + $70 per 100 CY over 100 CY 1,001-10,000 cubic yards - $1,075 + $50 per 1,000 CY over 1,000 CY
10,001-100,000 cubic yards - $1,525 + $118 per 10,000 CY over 10,000 CY
100,001+ cubic yards - $2,587 + $80 per 10,000 CY over
100,000 CY
Contract - Deposit based on above amounts based on the value of the improvements with charges at actual contract costs plus 25%
This includes three reviews.
Plan Check and Inspection:
Deposit based on 6.4% of the value of the improvements with charges at actual costs plus 20%
S-050 GRADING INSPECTIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
In-House:
0-100 cubic yards - $270
101-1,000 cubic yards - $270 plus $45 per 100 CY over 100 CY 1,001-10,000 cubic yards - $675 plus $45 per 1,000 CY over 1,000 CY
10,001-100,000 cubic yards - $1,080 plus $89 per 10,000 CY over 10,000 CY
100,001+ cubic yards - $1,881 plus $60 per 10,000 CY over 100,000 CY
Contract - Deposit based on above amounts based on the value of the improvements with charges at actual contract costs plus 25%
This includes three reviews.
Plan Check and Inspection:
Deposit based on 6.4% of the value of the improvements with charges at actual costs plus 20%
S-051 STORMWATER PLAN REVIEWREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
In-House: Deposit determined by staff with charges at the fully
allocated hourly rates for all involved personnel.
Contract - Deposit determined by staff with charges at actual contract costs plus 25%
None
July 12, 2023
154
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-052 SWPPP STORMWATER INSPECTIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Charges at the fully allocated hourly rates for all staff invol ved
plus any actual contract costs.
None
S-053 UTILITY ENCROACHMENTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Charges at the fully allocated hourly rates for all staff invol ved
plus any actual contract costs.
Actual Costs plus 20% admin fee
S-054 ENCROACHMENT PERMIT (NON-UTILITY)REF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$355 per permitActual Costs plus 20% admin fee
S-055 SEWER LATERAL CERTIFICATEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$220 per certificate$140.08 per certificate
S-056 TEMPORARY ENCROACHMENT PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$180 per permitActual Costs plus 20% admin fee
S-057 SIDEWALK DINING PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
New - $290 per permit
Renewal - $65 per permit
None
July 12, 2023
155
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-058 SIDEWALK VENDING PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$100 per permit$100 + 20% admin fee
S-059 HOUSING MOVING PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Deposit determined by staff with charges at the fully allocated
hourly rates for all staff involved plus any actual contract co sts.
Actual Costs plus 20% admin fee
S-060 HAUL ROUTE PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$180 per permitNone
S-061 WIDE LOAD PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Fees are set by State Code:
Single Permit - $16
Annual Permit - $90
$16.48 per permit
S-062 ASSESSMENT APPORTIONMENT PROCESSREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Deposit determined by staff with charges at the fully allocated
hourly rates for all staff involved plus any actual contract co sts.
Various Apportionment and Segregation fees based on the number of lots involved.
S-063 ADD'L ENGINEERING PLAN REV/INSPECTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
In-House: Deposit determined by staff with charges at the fully
allocated hourly rates for all involved personnel.
Contract - Deposit determined by staff with charges at actual contract costs plus 25%
Actual Costs plus 20% admin fee
July 12, 2023
156
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-064 MISCELLANEOUS ENGINEERING SERVICESREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
In-House: Deposit determined by staff with charges at the fully
allocated hourly rates for all involved personnel.
Contract - Deposit determined by staff with charges at actual contract costs plus 25%
None
S-065 CODE ENFORCEMENT INSPECTIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Charges at the fully allocated hourly rates for all personnel involved plus any contract costs.
General Enforcement - Cost + 20% Administrative Fee
Re-inspection for Hearing - $112.27
Request for Extension of Time - $85.49
Posting or Service of Notices - $85.49
Appeal to City Council - $224.54
Request for Entry - $167.89
S-066 CODE ENFORCEMENT HEARINGREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$1,285 per hearing$224.54 per hearing
S-067 INSPECTION WARRANTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$1,085 per warrant plus attorney and court fees$281.19 per warrant S-068 ABATEMENT WARRANTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$1,360 per warrant plus attorney and court fees$281.19 per warrant July 12, 2023
157
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-069 LIEN AND SPECIAL ASSESSMENTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$1,085 per lien plus any attorney and County feesLien and Special Assessment - $281.19 Recording of Certificate of Nuisance - $281.19
Release of Recordation - $281.19
Collection - $309
S-070 NUISANCE ABATEMENTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Charges at the fully allocated hourly rates for all personnel involved plus any contract costs.
Cost + 20% Admin Fee
S-071 PEDDLER POLICE PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$310 per permit plus any DOJ fees
Live Scan fees are in addition to this fee.
$66.95 per permit
S-072 MOBILE FOOD VENDOR PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$310 per permit
Live Scan fees are in addition to this fee.
$106 per permit
S-073 MASSAGE PERMIT - NEWREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$310 per application
Live Scan fees are in addition to this fee.
$134.93 per application
S-074 MASSAGE PERMIT - RENEWALREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$70 per renewal$134.93 per renewal
July 12, 2023
158
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-075 TAXI PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$56.65 per permit S-076 ANNUAL TAXI INSPECTIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$66.95 per inspection S-077 LIVE SCAN FINGERPRINTINGREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$70 per print plus any DOJ feesLive Scan - $50.47 per print Ink:
Resident - $16.49 per print
Non-Resident - $22.66 per print
Additional Card - $5.15 per card
Plus any DOJ fees
S-078 POLICE FALSE ALARM RESPONSEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
First three responses in a calendar year - No Charge
Fourth response - $155
Fifth and subsequent responses - $205
First three responses in a calendar year - No Charge
Fourth response - $155
Fifth and subsequent responses - $205
S-079 NOISE DISTURBANCE RESPONSEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
First response in a 24 hour period - No Charge
Subsequent responses - $100 or the fully allocated hourly rates
for all responding personnel
None
July 12, 2023
159
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-080 DUI ACCIDENT RESPONSEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Charge the fully allocated hourly rates for all responding emergency personnel up to a maximum of $12,000 per State Code.
None
S-081 DUI ARRESTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$867.26 per arrest S-082 CURFEW VIOLATION RESPONSEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$111.24 per response S-083 BOOKING PROCESSINGREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$195.70 per booking S-084 COUNTY JAIL ACCESS FEEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$386.25 per booking S-085 VEHICLE RELEASEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$215 per releaseOrdinary Tow - $111.24 per release
Penalty Tow - $207.03 per release
July 12, 2023
160
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-086 TOWED VEHICLE PROPERTY RELEASEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$35 per vehicle$66.95 per vehicle
S-087 NON-RESIDENT CITATION SIGN OFFREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$60 per citation$22 per citation
S-088 VEHICLE INSPECT AND CERTIFICATIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$22.66 per vehicle S-089 VIN VERIFICATIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$44.29 per vehicle S-090 VEHICLE REPOSSESSION PROCESSINGREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Fee is set by State Code:
$15 per vehicle
Fee is set by State Code:
$15 per vehicle
S-091 WEAPON STORAGE & RELEASEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
First Weapon - $565 per weapon
Each Additional Weapon - $190 per weapon
None
July 12, 2023
161
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-092 PROPERTY PRESERVATIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$134.93 per occurrence S-093 CONCEALED WEAPONS PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
New or Renewal - $252.35
This service is not currently provided by the City, but it is recommended to keep the current fee in case the City decides to
provide the service in the future.
New or Renewal - $252.35
S-094 CLEARANCE LETTERREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$45 per letter$61.80 per letter
S-095 POLICE REPORT COPYREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$0.28 per page$0.25 per page
S-096 POLICE ELECTRONIC FILE COPYREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$10 per device$62 per disk
S-097 CIVIL SUBPOENA/DUCES TECUMREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Fees are set by the Courts:
Civil Subpoena - $275 per hour with a 4 hour minimum
Duces Tecum Subpoena - $15
Fees are set by the Courts:
Civil Subpoena - $275 per hour with a 4 hour minimum
Duces Tecum Subpoena - $15
July 12, 2023
162
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-098 NON-DIGITAL POLICE PHOTO COPYREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$89.61 per photo S-099 VERIFICATION OF LOSS STATEMENTREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$80 per statement S-100 POLICE RECORD REVIEWREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$89.61 per review S-101 ALARM PERMITREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$44.29 per permit S-102 BUSINESS LICENSE PROCESSINGREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Actual contract costsActual contract costs
S-103 NSF CHECK PROCESSINGREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$45 per NSF Check$40.17 per NSF Check
July 12, 2023
163
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-104 CHECK RE-ISSUANCEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$45 per check$39.14 per check
S-105 TECHNOLOGY ENHANCEMENT SURCHARGEREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
10% of any City fee being charged except Parks & Recreation and County Building Fees
Technology Enhancement - 5% of any City fee being charged except Parks & Recreation and County Building Fees
Imaging - 5% of any City fee being charged except Parks & Recreation and County Building Fees
S-106 DOCUMENT REPRODUCTIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Fees are limited by the State Public Records Act:
$0.28 per copy
Campaign Statements and Statements of Economic Interest - $0.10 per copy
Retrieval of Campaign Documents over 5 years old - $5
Fees are limited by the State Public Records Act:
$0.28 per copy
Campaign Statements and Statements of Economic Interest - $0.10 per copy
Retrieval of Campaign Documents over 5 years old - $5
S-107 ELECTRONIC DOCUMENT COPYREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$7 per device$2.80 per CD
S-108 AGENDA SUBSCRIPTIONREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
This fee should be removed from the fee schedule.$63.86 per year per type of meeting July 12, 2023
164
CITY OF HERCULES
FY 2022-2023
FEE COMPARISON REPORT
S-109 LOCAL ELECTION CANDIDATE FILINGREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
Fee is set by State Law:
$25 per candidate
None
S-110 LOCAL INITIATIVE PROCESSINGREF #: TITLE:
CURRENT FEE RECOMMENDED FEE
$200 per initiative
Fee is refundable to the filer, if within one year of filing th e notice
of intent, the elections official certifies the sufficiency of the
petition.
This fee is limited by the State Law - Elections Code Section 9202(b)
$216.30 per initiative
July 12, 2023
165
APPENDIX B – SERVICE COST CALCULATION WORKSHEETS
166
S-001ADMINISTRATIVE/MINOR USE PERMIT
APPLICATIONPLANNING
Review of a minor use that can be approved administratively to determine conformance with City codes and
standards.
New - $450.11 per application
Home Occupation Permit - $281.19 per application
Renewal - $112.27 per renewal
$1,065 per application
100%
$450.11
$1,065.50
$(615.39)
28 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 42.24%
$(17,231)
$29,834
$12,603
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
167
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
ADMINISTRATIVE/MINOR USE PERMIT S-001
28 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST ENGINEERING ASSOCIATE ENGINEER 0.50 $111.37 28 $3,118 ENGINEERING PW DIRECTOR 0.25 $89.52 28 $2,507 PLANNING COMM DEV DIRECTOR 0.25 $98.15 28 $2,748 PLANNING PERMIT TECHNICIAN 3.25 $563.97 28 $15,791 PLANNING 1.5 Hr Contract 0.00 $202.50 28 $5,670 $29,834 $1,065.51 4.25TYPE SUBTOTAL
$29,834 4.25TOTALS $1,065.50
168
S-002CONDITIONAL USE PERMIT
APPLICATIONPLANNING
Review of a request for a new use for a particular site which i s allowable with a Conditional Use Permit with
conditions placed on the approval.
$2,500.00 Deposit with Actual Costs + 20%
$7,070 per application
100%
$2,500.00
$7,071.00
$(4,571.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 35.36%
$(4,571)
$7,071
$2,500
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
169
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
CONDITIONAL USE PERMIT S-002
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST ENGINEERING ASSOCIATE ENGINEER 1.00 $222.74 1 $223 ENGINEERING PW DIRECTOR 0.50 $179.05 1 $179 PLANNING COMM DEV DIRECTOR 6.50 $2,551.97 1 $2,552 PLANNING PERMIT TECHNICIAN 3.50 $607.36 1 $607 PLANNING 26 Hr Contract 0.00 $3,510.00 1 $3,510 $7,071 $7,071.12 11.50TYPE SUBTOTAL
$7,071 11.50TOTALS $7,071.00
170
S-003WIRELESS FACIL. SPECIAL USE PERMIT
APPLICATIONPLANNING
Any Special Use Permit for Wireless Facilities (as outlined in Title 10 Chapter 16 of Hercules Municipal Code). To
review new cell tower development plans involving land uses tha t are conditionally permitted in a zone. Includes
the Planning Commission
$10,000.00 Deposit with Actual costs + 20%
$5,000 deposit with charges at the fully allocated hourly rates for all personnel involved plus any contract costs.
100%
$0.00
$0.00
$0.00
2 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
171
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
WIRELESS FACIL. SPECIAL USE PERMIT S-003
2 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
172
S-004COMBINED LIVE / WORK LICENSE
APPLICATIONPLANNING
Combined live or work license, parking determination & sign per mit
$673.62 per application
This fee should be removed from the fee schedule.
100%
$0.00
$0.00
$0.00
0 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
173
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
COMBINED LIVE / WORK LICENSE S-004
0 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
174
S-005CUP AMENDMENT - MINOR
APPLICATIONPLANNING
Review of a proposed minor amendment to an approved entitlement application for compliance with City codes
and standards.
None
$4,870 per application
100%
$0.00
$4,872.00
$(4,872.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(4,872)
$4,872
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
175
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
CUP AMENDMENT - MINOR S-005
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 4.50 $1,766.75 1 $1,767 PLANNING PERMIT TECHNICIAN 3.50 $607.36 1 $607 PLANNING 18.5 Hr Contract 0.00 $2,497.50 1 $2,498 $4,872 $4,871.61 8.00TYPE SUBTOTAL
$4,872 8.00TOTALS $4,872.00
176
S-006DESIGN REVIEW - ADMINISTRATIVE
APPLICATIONPLANNING
Review of proposed minor over-the-counter design reviews which do not require Design Review Board approval,
such as improvements not visible from street or like-for-like r e-roof/window replacements.
Single Family, SFR Addition - $450.11 per application
Signage - $223.51 per application
Not Otherwise Specified - $2,500 deposit with Actual Costs plus 20%
$2,260 per application
100%
$450.10
$2,260.50
$(1,810.40)
20 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 19.91%
$(36,208)
$45,210
$9,002
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
177
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
DESIGN REVIEW - ADMINISTRATIVE S-006
20 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 2.00 $785.22 20 $15,704 PLANNING PERMIT TECHNICIAN 1.50 $260.30 20 $5,206 PLANNING 9 Hr Contract 0.00 $1,215.00 20 $24,300 $45,210 $2,260.52 3.50TYPE SUBTOTAL
$45,210 3.50TOTALS $2,260.50
178
S-007DESIGN REVIEW - LEGISLATIVE
APPLICATIONPLANNING
Review of architectural and design compliance for all developme nt applications or any other entitlement, or
requiring approval by a legislative board or committee.
Single Family, Addition - $2,500 deposit with Actual Costs plus 20%
New Construction - $6,000 deposit with Actual Costs plus 20% pl us
Multi-Family - $195 per unit
Commercial/Office/Industrial - $0.20 per square foot
Not Otherwise Specified - $2,500 deposit with Actual Costs plus 20%
$7,195 per application
100%
$6,000.00
$7,197.00
$(1,197.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 83.37%
$(1,197)
$7,197
$6,000
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
179
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
DESIGN REVIEW - LEGISLATIVE S-007
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 7.50 $2,944.58 1 $2,945 PLANNING PERMIT TECHNICIAN 3.50 $607.36 1 $607 PLANNING 27 Hr Contract 0.00 $3,645.00 1 $3,645 $7,197 $7,196.94 11.00TYPE SUBTOTAL
$7,197 11.00TOTALS $7,197.00
180
S-008PLANNING STAFF PRE-SUBMITTIAL REV
APPLICATIONPLANNING
Review of a proposed project in the preliminary stage to receiv e feedback from staff.
$500.00 Deposit with charges at Actual Costs + 20%
$750 per application
100%
$500.00
$749.00
$(249.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 66.76%
$(249)
$749
$500
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
181
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PLANNING STAFF PRE-SUBMITTIAL REV S-008
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 0.50 $196.31 1 $196 PLANNING PERMIT TECHNICIAN 0.50 $86.77 1 $87 PLANNING SENIOR PLANNER 2.00 $465.82 1 $466 $749 $748.90 3.00TYPE SUBTOTAL
$749 3.00TOTALS $749.00
182
S-009ZONING DESIGNATION CHANGE
APPLICATIONPLANNING
Review of a proposed zone map change for compliance with City c odes and standards.
$2,500.00 Deposit with Actual Cost + 20%
$5,000 deposit with charges at the fully allocated hourly rates for all personnel involved plus any contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
183
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
ZONING DESIGNATION CHANGE S-009
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
184
S-010ZONING TEXT AMENDMENT
APPLICATIONPLANNING
Review of a proposed zone text amendment for compliance with Ci ty codes and standards.
$2,500.00 Deposit with Actual Costs + 20%
$5,000 deposit with charges at the fully allocated hourly rates for all personnel involved plus any contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
185
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
ZONING TEXT AMENDMENT S-010
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
186
S-011PLANNED DEVELOPMENT PLAN
APPLICATIONPLANNING
Review of a Planned Development Plan (PDP) for compliance with City codes and standards.
$10,000.00 Deposit with Actual Costs + 20%
$10,000 deposit with charges at the fully allocated hourly rate s for all personnel involved plus any contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
187
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PLANNED DEVELOPMENT PLAN S-011
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
188
S-012GENERAL PLAN AMENDMENT
APPLICATIONPLANNING
Review of a proposed amendment to the General Plan for complian ce with City codes and standards.
$10,000.00 Deposit with Actual Costs + 20%
$10,000 deposit with charges at the fully allocated hourly rate s for all personnel involved plus any contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
189
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
GENERAL PLAN AMENDMENT S-012
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
190
S-013DEVELOPMENT AGREEMENT
AGREEMENTPLANNING
To negotiate and prepare an agreement with a developer to provi de certain improvements in lieu of paying the
development impact fees.
$10,000.00 Deposit with Actual Costs + 20%
$15,000 deposit with charges at the fully allocated hourly rate s for all personnel involved plus any contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
191
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
DEVELOPMENT AGREEMENT S-013
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
192
S-014SPECIFIC PLAN
APPLICATIONPLANNING
Preparation of a new specific plan the conforms to the General Plan for a specific development.
$10,000.00 Deposit with Actual Costs + 20%
$10,000 deposit with charges at the fully allocated hourly rate s for all personnel involved plus any contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
193
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
SPECIFIC PLAN S-014
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
194
S-015SPECIFIC PLAN AMENDMENT
APPLICATIONPLANNING
Prepare revisions to an existing specific plan.
$10,000.00 Deposit with Actual Costs + 20%
$10,000 deposit with charges at the fully allocated hourly rates for all personnel involved plus any contract costs. 100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
August 6, 2023
195
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
SPECIFIC PLAN AMENDMENT S-015
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
196
S-016ANNEXATION
APPLICATIONPLANNING
Review and process a request to annex to the City.
$10,000.00 Deposit with Actual Costs + 20%
$20,000 deposit with charges at the fully allocated hourly rate s for all personnel involved plus any contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
197
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
ANNEXATION S-016
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
198
S-017DEVELOPMENT STANDARDS VARIANCE
APPLICATIONPLANNING
Review of a proposed variance from the terms of the Zoning Code that is approved by the Planning Commission.
$2,500.00 Deposit with Actual Costs + 20%
$5,000 deposit with charges at the fully allocated hourly rates for all personnel involved plus any contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
199
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
DEVELOPMENT STANDARDS VARIANCE S-017
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
200
S-018TENTATIVE PARCEL/SUBDIVISION MAP
APPLICATIONPLANNING
Review of a proposed tentative parcel or subdivision map of 1-4 lots for compliance with City codes and
standards.
Deposit as determined below with Actual Costs + 20%
0-4 lots - $6,500
5-25 lots - $7,500
26-100 lots - $9,500
101-200 lots - $14,000
200+ lots - $18,000
Deposit determined by staff with charges at the fully allocated hourly rates for all personnel involved plus any
contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
201
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
TENTATIVE PARCEL/SUBDIVISION MAP S-018
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
202
S-019LOT LINE ADJUSTMENT/PARCEL MERGER
APPLICATIONPLANNING
Review of a proposed lot line adjustment or parcel merger for c ompliance with City codes and standards.
$5,000.00 Deposit with Actual Costs + 20%
$3,920 per application plus actual costs for contract surveyor 100%
$3,000.00
$3,918.00
$(918.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 76.57%
$(918)
$3,918
$3,000
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
203
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
LOT LINE ADJUSTMENT/PARCEL MERGER S-019
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST ENGINEERING ASSOCIATE ENGINEER 2.00 $445.48 1 $445 ENGINEERING PW DIRECTOR 0.50 $179.05 1 $179 PLANNING COMM DEV DIRECTOR 3.50 $1,374.14 1 $1,374 PLANNING PERMIT TECHNICIAN 2.50 $433.83 1 $434 PLANNING 11 Hr Contract 0.00 $1,485.00 1 $1,485 $3,918 $3,917.50 8.50TYPE SUBTOTAL
$3,918 8.50TOTALS $3,918.00
204
S-020TENTATIVE MAP EXTENSION
APPLICATIONPLANNING
Review a request to extend the approval period for a tentative map.
$3,000.00 Deposit with Actual Costs + 20%
$2,360 per application
100%
$2,000.00
$2,360.00
$(360.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 84.75%
$(360)
$2,360
$2,000
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
205
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
TENTATIVE MAP EXTENSION S-020
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 2.50 $981.53 1 $982 PLANNING PERMIT TECHNICIAN 2.50 $433.83 1 $434 PLANNING 7 Hr Contract 0.00 $945.00 1 $945 $2,360 $2,360.36 5.00TYPE SUBTOTAL
$2,360 5.00TOTALS $2,360.00
206
S-021CERTIFICATE OF COMPLIANCE
PLANNING
A conditional certificate of compliance to establish a legal re cord officially recognizing that a parcel was legally
created and is compliant.
$500.00 Deposit with Actual Costs + 20%
$2,500 deposit with charges at the fully allocated hourly rates for all personnel involved plus any contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
207
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
CERTIFICATE OF COMPLIANCE S-021
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
208
S-022INITIAL STUDY/NEGATIVE DECLARATION
REPORTPLANNING
Initial review of a project and the resulting Negative Declarat ion Report for compliance under the terms of the
California Environmental Quality Act.
$10,000.00 Deposit with Actual Costs + 20%
plus County and State filing fees
$10,000 deposit with charges at actual contract costs plus 20% for Staff review.
plus County and State filing fees
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
209
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
INITIAL STUDY/NEGATIVE DECLARATION S-022
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
210
S-023ENVIRONMENTAL IMPACT REPORT
REPORTPLANNING
Review of the environmental impacts of a project under the term s of the California Environmental Quality Act.
$50,000.00 Deposit with Actual Costs + 20%
plus County and State filing fees
$50,000 deposit with charges at actual contract costs plus 20% for Staff review.
plus County and State filing fees
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
211
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
ENVIRONMENTAL IMPACT REPORT S-023
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
212
S-024MITIGATION MONITORING PROGRAM
PROJECTPLANNING
Monitoring the mitigation measures imposed during the environme ntal review process.
$5,000.00 Deposit with Actual Costs + 20%
Fee is based on an estimate by staff of needed future work. 100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
213
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
MITIGATION MONITORING PROGRAM S-024
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
214
S-025MINOR MODIFICATION
APPLICATIONPLANNING
Staff review of proposed minor modification to an approved perm it.
10% of the total fee of approved application
$2,260 per application
100%
$250.00
$2,260.50
$(2,010.50)
2 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 11.06%
$(4,021)
$4,521
$500
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
215
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
MINOR MODIFICATION S-025
2 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 2.00 $785.22 2 $1,570 PLANNING PERMIT TECHNICIAN 1.50 $260.30 2 $521 PLANNING 9 Hr Contract 0.00 $1,215.00 2 $2,430 $4,521 $2,260.52 3.50TYPE SUBTOTAL
$4,521 3.50TOTALS $2,260.50
216
S-026MAJOR MODIFICATION - WIRELESS
APPLICATIONPLANNING
Planning Commission review of proposed major modification to an approved wireless permit.
50% of the total fee of approved application
This fee should be removed from the fee schedule.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
217
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
MAJOR MODIFICATION - WIRELESS S-026
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
218
S-027LANDSCAPE PLAN REVIEW/INSPECTION
PLAN/PERMITPLANNING
Review of a non-residential landscape plan and inspection of th e installation for compliance with City codes and
standards.
Deposit with Actual Costs + 20%
Deposit determined by staff with charges at the fully allocated hourly rates for all personnel involved plus any
contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
219
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
LANDSCAPE PLAN REVIEW/INSPECTION S-027
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
220
S-028TIME EXTENSION
APPLICATIONPLANNING
Review of a proposed time extension to an application that will expire for compliance with City codes and
standards.
Administrative - $224.54 per application
Legislative - $673.62 per application
$3,460 per application
100%
$674.00
$3,460.00
$(2,786.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 19.48%
$(2,786)
$3,460
$674
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
221
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
TIME EXTENSION S-028
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 4.00 $1,570.44 1 $1,570 PLANNING PERMIT TECHNICIAN 3.50 $607.36 1 $607 PLANNING 9.5 Hr Contract 0.00 $1,282.50 1 $1,283 $3,460 $3,460.30 7.50TYPE SUBTOTAL
$3,460 7.50TOTALS $3,460.00
222
S-029TEMPORARY USE PERMIT - PC
APPLICATIONPLANNING
To process a request for a temporary use permit for a period o ver 30 days and requires Planning Commission
approval.
$450.11 per application
$4,870 per application
100%
$450.00
$4,872.00
$(4,422.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 9.24%
$(4,422)
$4,872
$450
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
223
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
TEMPORARY USE PERMIT - PC S-029
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 4.50 $1,766.75 1 $1,767 PLANNING PERMIT TECHNICIAN 3.50 $607.36 1 $607 PLANNING 18.5 Hr Contract 0.00 $2,497.50 1 $2,498 $4,872 $4,871.61 8.00TYPE SUBTOTAL
$4,872 8.00TOTALS $4,872.00
224
S-030TEMPORARY USE PERMIT - ADMIN
APPLICATIONPLANNING
To process a request for a temporary use permit with a 30 day d uration.
$450.11 per application
$795 per application
100%
$450.00
$797.00
$(347.00)
4 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 56.46%
$(1,388)
$3,188
$1,800
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
225
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
TEMPORARY USE PERMIT - ADMIN S-030
4 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 0.25 $98.15 4 $393 PLANNING PERMIT TECHNICIAN 3.25 $563.97 4 $2,256 PLANNING 1 Hr Contract 0.00 $135.00 4 $540 $3,188 $797.12 3.50TYPE SUBTOTAL
$3,188 3.50TOTALS $797.00
226
S-031PRIVATE PROPERTY SPECIAL EVENT PRMT
PERMITVARIOUS
Review of a special event on private property which is not co-s ponsored by the City.
None
100-499 attendees - $925 per permit
500+ attendees - $2,350 per permit
100%
$0.00
$1,636.00
$(1,636.00)
2 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(3,272)
$3,272
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
227
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PRIVATE PROPERTY SPECIAL EVENT PRMT S-031
2 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST POLICE PATROL PD SERGEANT 100-499 Attendees 0.50 $127.25 1 $127 PLANNING COMM DEV DIRECTOR 100-499 Attendees 0.25 $98.15 1 $98 PLANNING PERMIT TECHNICIAN 100-499 Attendees 3.25 $563.97 1 $564 PLANNING 1 Hr Contract 0.00 $135.00 1 $135 $924 $924.37 4.00TYPE SUBTOTAL
POLICE ADM/INSP/SUP PD COMMANDER 500+ Attendees 1.00 $372.55 1 $373 PLANNING COMM DEV DIRECTOR 500+ Attendees 3.25 $1,275.98 1 $1,276 PLANNING PERMIT TECHNICIAN 500+ Attendees 3.25 $563.97 1 $564 PLANNING 1 Hr Contract 0.00 $135.00 1 $135 $2,348 $2,347.50 7.50TYPE SUBTOTAL
$3,272 11.50TOTALS $1,636.00
228
S-032PUBLIC PROPERTY SPECIAL EVENT PERMT
PERMITVARIOUS
Review of a special event on public property which is not co-sp onsored by the City.
None
100-499 attendees - $2,695 per permit
500+ attendees - $3,275 per permit
100%
$0.00
$2,984.00
$(2,984.00)
2 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(5,968)
$5,968
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
229
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PUBLIC PROPERTY SPECIAL EVENT PERMT S-032
2 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST POLICE PATROL PD SERGEANT 100-499 Attendees 1.00 $254.50 1 $255 STREETS FACILITY PW SUPERINTENDENT 100-499 Attendees 2.00 $463.84 1 $464 PLANNING COMM DEV DIRECTOR 100-499 Attendees 3.25 $1,275.98 1 $1,276 PLANNING PERMIT TECHNICIAN 100-499 Attendees 3.25 $563.97 1 $564 PLANNING 1 Hr Contract 0.00 $135.00 1 $135 $2,693 $2,693.29 9.50TYPE SUBTOTAL
POLICE ADM/INSP/SUP PD COMMANDER 500+ Attendees 1.00 $372.55 1 $373 STREETS FACILITY PW SUPERINTENDENT 500+ Attendees 4.00 $927.68 1 $928 PLANNING COMM DEV DIRECTOR 500+ Attendees 3.25 $1,275.98 1 $1,276 PLANNING PERMIT TECHNICIAN 500+ Attendees 3.25 $563.97 1 $564 PLANNING 1 Hr Contract 0.00 $135.00 1 $135 $3,275 $3,275.18 11.50TYPE SUBTOTAL
$5,968 21.00TOTALS $2,984.00
230
S-033SPECIAL EVENT STAFFING
EVENTVARIOUS
Providing staffing at a private special event.
Actual costs plus 20% admin fee
Actual costs plus 20% admin fee
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
231
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
SPECIAL EVENT STAFFING S-033
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
232
S-034APPEAL TO THE PLANNING COMMISSION
APPEALPLANNING
Processing and review of an appeal of a staff decision to the P lanning Commission.
Administrative Staff Appeal - $224.54 per appeal
Planning Commission Hearing - 50% of Initial Fee
$4,535 per appeal
100%
$1,250.00
$4,534.00
$(3,284.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 27.57%
$(3,284)
$4,534
$1,250
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
233
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
APPEAL TO THE PLANNING COMMISSION S-034
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 4.50 $1,766.75 1 $1,767 PLANNING PERMIT TECHNICIAN 3.50 $607.36 1 $607 PLANNING 16 Hr Contract 0.00 $2,160.00 1 $2,160 $4,534 $4,534.11 8.00TYPE SUBTOTAL
$4,534 8.00TOTALS $4,534.00
234
S-035APPEAL TO THE CITY COUNCIL
APPEALPLANNING
Review and processing of an appeal of a commission decision to the City Council.
25% of Initial Fee
$5,515 per appeal
100%
$625.00
$5,516.00
$(4,891.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 11.33%
$(4,891)
$5,516
$625
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
235
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
APPEAL TO THE CITY COUNCIL S-035
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 7.00 $2,748.27 1 $2,748 PLANNING PERMIT TECHNICIAN 3.50 $607.36 1 $607 PLANNING 16 Hr Contract 0.00 $2,160.00 1 $2,160 $5,516 $5,515.63 10.50TYPE SUBTOTAL
$5,516 10.50TOTALS $5,516.00
236
S-036PAVING PLAN REVIEW
PLANPLANNING
Review of new imperverious surfaces for compliance with City an d State standards.
None
$2,605 per plan plus actual costs at the fully allocated hourly rate of all involved Engineering staff and any outside
contract costs if stormwater calculations are needed.
100%
$0.00
$2,607.00
$(2,607.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(2,607)
$2,607
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
237
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PAVING PLAN REVIEW S-036
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING COMM DEV DIRECTOR 2.00 $785.22 1 $785 PLANNING PERMIT TECHNICIAN 10.50 $1,822.07 1 $1,822 $2,607 $2,607.29 12.50TYPE SUBTOTAL
$2,607 12.50TOTALS $2,607.00
238
S-037PAVING PERMIT
PERMITPLANNING
Review of the construction of new impervious surfaces.
None
$130 per permit
100%
$0.00
$130.00
$(130.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(130)
$130
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
239
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PAVING PERMIT S-037
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING 1 Hr Contract 0.00 $130.00 1 $130 $130 $130.00 0.00TYPE SUBTOTAL
$130 0.00TOTALS $130.00
240
S-038ZONING VERIFICATION LETTER
LETTERPLANNING
Processing a request for the zoning information of a particular parcel.
None
$155 per letter
100%
$0.00
$154.00
$(154.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(154)
$154
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
241
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
ZONING VERIFICATION LETTER S-038
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PERMIT TECHNICIAN 0.50 $86.77 1 $87 PLANNING 0.5 Hr Contract 0.00 $67.50 1 $68 $154 $154.27 0.50TYPE SUBTOTAL
$154 0.50TOTALS $154.00
242
S-039PROPERTY HISTORY LETTER
LETTERPLANNING
Processing a request for the complete property history of a par ticular parcel.
None
$625 per letter
100%
$0.00
$627.00
$(627.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(627)
$627
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
243
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PROPERTY HISTORY LETTER S-039
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PERMIT TECHNICIAN 0.50 $86.77 1 $87 PLANNING 4 Hr Contract 0.00 $540.00 1 $540 $627 $626.77 0.50TYPE SUBTOTAL
$627 0.50TOTALS $627.00
244
S-040PREFERENTIAL PARKING DIST. PERMIT
PERMITPLANNING
Processing a parking permit for residents within a Preferential Parking District.
$50 per permit per year
$85 per permit per year
100%
$50.00
$87.00
$(37.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 57.47%
$(37)
$87
$50
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
245
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PREFERENTIAL PARKING DIST. PERMIT S-040
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PERMIT TECHNICIAN 0.50 $86.77 1 $87 $87 $86.77 0.50TYPE SUBTOTAL
$87 0.50TOTALS $87.00
246
S-041EXTRA PLAN REVIEW/INSPECTION
REVIEW/INSPECTIONPLANNING
Extra plan review or inspection beyond the standard number of r eviews or inspection that are needed due to the
actions of the applicant.
None
Deposit determined by staff with charges at the fully allocated hourly rates for all personnel involved plus any
contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
247
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
EXTRA PLAN REVIEW/INSPECTION S-041
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
248
S-042PLANNING MISCELLANEOUS REVIEW
APPLICATIONPLANNING
Planning review for any applications not otherwise specified.
None
Deposit determined by staff with charges at the fully allocated hourly rates for all personnel involved plus any
contract costs.
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
249
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PLANNING MISCELLANEOUS REVIEW S-042
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
250
S-043GENERAL PLAN UPDATE COST RECOVERY
N/APLANNING
Maintenance of the City General Plan made necessary due to new development.
1% of the construction value of any permit issued
1% of the construction value of any permit issued
100%
$200,000.00
$200,000.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 100.00%
$0
$200,000
$200,000
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
251
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
GENERAL PLAN UPDATE COST RECOVERY S-043
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING $1 Mil Over 5 Yrs 0.00 $200,000.00 1 $200,000 $200,000 $200,000.00 0.00TYPE SUBTOTAL
$200,000 0.00TOTALS $200,000.00
252
S-044CODE ENFORCE PLANNING APPLICATION
PROJECTPLANNING
(Penalty for not obtaining appropriate documentation and/or not paying for planning fees before work is started or
done)
Double the original fee
Double the original fee
100%
$0.00
$0.00
$0.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
253
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
CODE ENFORCE PLANNING APPLICATION S-044
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
$0 $0.00 0.00TYPE SUBTOTAL
$0 0.00TOTALS $0.00
254
S-045BUILDING PLAN CHECK/INSPECTION
PLAN/PERMITBUILDING
Plan review of building construction and the inspection of that construction for compliance with City codes and
standards.
The City uses the County fee schedule based on valuation.
The County receives 60% of the fees and the City receives 40% o f the fees.
No changes are recommended to these fees.
100%
$203,597.00
$189,945.00
$13,652.00
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 107.19%
$13,652
$189,945
$203,597
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
255
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
BUILDING PLAN CHECK/INSPECTION S-045
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PERMIT TECHNICIAN 40% 646.00 $112,100.38 1 $112,100 BUILDING INSPECTION CAP Charges 0.00 $28,844.39 1 $28,844 BUILDING INSPECTION Facility Maint 0.00 $9,000.00 1 $9,000 BUILDING INSPECTION IT Charges 0.00 $17,000.00 1 $17,000 BUILDING INSPECTION Various Accounts 0.00 $15,000.00 1 $15,000 BUILDING INSPECTION Contract Services 0.00 $8,000.00 1 $8,000 $189,945 $189,944.77 646.00TYPE SUBTOTAL
$189,945 646.00TOTALS $189,945.00
256
S-046FINAL PARCEL/SUBDIVISION MAP
MAPENGINEERING
Review and filing of a final parcel or subdivision map for comp liance with the Subdivision Map Act and City codes
and standards.
$3,500 Deposit with charges at Actual Costs + 20%
In-House - $1,650 plus Actual Contract Costs
Contract - $5,000 deposit with charges at Actual Contract Costs plus 25%
This includes three reviews.
100%
$1,500.00
$1,651.00
$(151.00)
1 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 90.85%
$(151)
$1,651
$1,500
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
257
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
FINAL PARCEL/SUBDIVISION MAP S-046
1 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST ENGINEERING ASSOCIATE ENGINEER 5.00 $1,113.70 1 $1,114 ENGINEERING PW DIRECTOR 1.50 $537.14 1 $537 $1,651 $1,650.84 6.50TYPE SUBTOTAL
$1,651 6.50TOTALS $1,651.00
258
S-047PUBLIC IMPROVEMENT PLAN CHECK
PLANENGINEERING
Plan review of proposed improvements which will become public r ight-of-way for compliance with City codes and
standards.
Plan Check and Inspection:
Deposit based on 6.4% of the value of the improvements with cha rges at actual costs plus 20%
In-House:
$0-$50,000 - 3% of the improvement value ($500 minimum) $50,001-$100,000 - $1,500 + 1.75% of the improvement value ov er $50,000
$100,001-$500,000 - $2,375 + 0.5% of the improvement value ov er $100,000
$500,001+ - $4,375 + 0.5% of the improvement value over $500, 000
Contract - Deposit based on above amounts based on the value of the improvements with charges at actual
contract costs plus 25%
This includes three reviews.
100%
$2,500.00
$3,733.00
$(1,233.00)
4 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 66.97%
$(4,932)
$14,932
$10,000
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
259
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PUBLIC IMPROVEMENT PLAN CHECK S-047
4 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST ENGINEERING ASSOCIATE ENGINEER $50,000 5.00 $1,113.70 1 $1,114 ENGINEERING PW DIRECTOR $50,000 1.00 $358.09 1 $358 $1,472 $1,471.79 6.00TYPE SUBTOTAL
ENGINEERING ASSOCIATE ENGINEER $100,000 9.00 $2,004.66 1 $2,005 ENGINEERING PW DIRECTOR $100,000 1.00 $358.09 1 $358 $2,363 $2,362.75 10.00TYPE SUBTOTAL
ENGINEERING ASSOCIATE ENGINEER $500,000 18.00 $4,009.32 1 $4,009 ENGINEERING PW DIRECTOR $500,000 1.00 $358.09 1 $358 $4,367 $4,367.41 19.00TYPE SUBTOTAL
ENGINEERING ASSOCIATE ENGINEER $1 Million 27.00 $6,013.98 1 $6,014 ENGINEERING PW DIRECTOR $1 Million 2.00 $716.18 1 $716 $6,730 $6,730.16 29.00TYPE SUBTOTAL
$14,932 64.00TOTALS $3,733.00
260
S-048PUBLIC IMPROVEMENT INSPECTION
PROJECTENGINEERING
Inspection of the construction of proposed improvements which w ill become public right-of-way for compliance
with City codes and standards.
Plan Check and Inspection:
Deposit based on 6.4% of the value of the improvements with cha rges at actual costs plus 20%
In-House:
$0-$50,000 - 2.4% of the improvement value ($500 minimum) $50,001-$100,000 - $1,200 + 2.4% of the improvement value ove r $50,000
$100,001-$500,000 - $2,400 + 0.5% of the improvement value ov er $100,000
$500,001+ - $4,400 + 0.4% of the improvement value over $500, 000
Contract - Deposit based on above amounts based on the value of the improvements with charges at actual
contract costs plus 25%
This includes three reviews.
100%
$2,000.00
$3,084.75
$(1,084.75)
4 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 64.84%
$(4,339)
$12,339
$8,000
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
261
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
PUBLIC IMPROVEMENT INSPECTION S-048
4 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST ENGINEERING PW INSPECTOR/SPECIALIST $50,000 9.00 $1,207.08 1 $1,207 $1,207 $1,207.08 9.00TYPE SUBTOTAL
ENGINEERING PW INSPECTOR/SPECIALIST $100,000 18.00 $2,414.16 1 $2,414 $2,414 $2,414.16 18.00TYPE SUBTOTAL
ENGINEERING PW INSPECTOR/SPECIALIST $500,000 25.00 $3,353.00 1 $3,353 $3,353 $3,353.00 25.00TYPE SUBTOTAL
ENGINEERING PW INSPECTOR/SPECIALIST $1 Million 40.00 $5,364.80 1 $5,365 $5,365 $5,364.80 40.00TYPE SUBTOTAL
$12,339 92.00TOTALS $3,084.75
262
S-049GRADING PLAN CHECK
PLANENGINEERING
Plan review of proposed grading improvements for compliance wit h City codes and standards.
Plan Check and Inspection:
Deposit based on 6.4% of the value of the improvements with cha rges at actual costs plus 20%
In-House:
0-100 cubic yards - $445
101-1,000 cubic yards - $445 + $70 per 100 CY over 100 CY 1,001-10,000 cubic yards - $1,075 + $50 per 1,000 CY over 1,0 00 CY
10,001-100,000 cubic yards - $1,525 + $118 per 10,000 CY over 10,000 CY
100,001+ cubic yards - $2,587 + $80 per 10,000 CY over 100,00 0 CY
Contract - Deposit based on above amounts based on the value of the improvements with charges at actual
contract costs plus 25%
This includes three reviews.
100%
$1,250.00
$1,404.00
$(154.00)
4 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 89.03%
$(616)
$5,616
$5,000
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023
263
July 12, 2023
CITY OF HERCULES
FY 2022-2023
COST DETAIL WORKSHEET
SERVICE
GRADING PLAN CHECK S-049
4 REFERENCE NO.
TOTAL UNITSNOTE
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST ENGINEERING ASSOCIATE ENGINEER <100 CY 2.00 $445.48 1 $445 $445 $445.48 2.00TYPE SUBTOTAL
ENGINEERING ASSOCIATE ENGINEER 1,000 CY 4.00 $890.96 1 $891 ENGINEERING PW DIRECTOR 1,000 CY 0.50 $179.05 1 $179 $1,070 $1,070.01 4.50TYPE SUBTOTAL
ENGINEERING ASSOCIATE ENGINEER 10,000 CY 6.00 $1,336.44 1 $1,336 ENGINEERING PW DIRECTOR 10,000 CY 0.50 $179.05 1 $179 $1,515 $1,515.49 6.50TYPE SUBTOTAL
ENGINEERING ASSOCIATE ENGINEER 100,000 CY 10.00 $2,227.40 1 $2,227 ENGINEERING PW DIRECTOR 100,000 CY 1.00 $358.09 1 $358 $2,585 $2,585.49 11.00TYPE SUBTOTAL
$5,616 24.00TOTALS $1,404.00
264
S-050GRADING INSPECTION
PROJECTENGINEERING
Inspection of the construction of proposed grading improvements for compliance with City codes and standards.
Plan Check and Inspection:
Deposit based on 6.4% of the value of the improvements with cha rges at actual costs plus 20%
In-House:
0-100 cubic yards - $270
101-1,000 cubic yards - $270 plus $45 per 100 CY over 100 CY 1,001-10,000 cubic yards - $675 plus $45 per 1,000 CY over 1, 000 CY
10,001-100,000 cubic yards - $1,080 plus $89 per 10,000 CY ov er 10,000 CY
100,001+ cubic yards - $1,881 plus $60 per 10,000 CY over 100 ,000 CY
Contract - Deposit based on above amounts based on the value of the improvements with charges at actual
contract costs plus 25%
This includes three reviews.
100%
$750.00
$972.25
$(222.25)
4 CITY OF HERCULES
FY 2022-2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 77.14%
$(889)
$3,889
$3,000
SUGGESTED FEE FOR COST RECOVERY OF:
July 12, 2023