Agenda packet — San Rafael City Council, July 17, 2023 (part 2 of 4)

ENGINEER'S ANNUAL REPORT
2023-2024
LOCH LOMOND DISTRICT #10

CITY OF SAN RAFAEL, MARIN COUNTY, CALIFORNIA
Mello-Roos Community Facilities District
The undersigned respectfully submits the enclosed annual report as directed by the City Council.

DATED: ____________, 2023.

AL CORNWELL, City of San Rafael, Engineer of Work
By ______________________________________
I HEREBY CERTIFY that the enclosed Engineer's Annual Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the ____________________ day of ___________________, 2023.

LINDSAY LARA, City Clerk, City of San Rafael, Marin County, California
By ______________________________________
I HEREBY CERTIFY that the enclosed Engineer's Annual Report, together with Assessment and Assessment Diagram thereto attached, was approved on __________, 2023 and confirmed by the City Council of the City of San Rafael, Marin County, California, on the ___________________ day of ___________________, 2023.

LINDSAY LARA, City Clerk, City of San Rafael, Marin County, California
By ______________________________________
I HEREBY CERTIFY that the enclosed Engineer's Annual Report, together with Assessment and Assessment Diagram thereto attached, was filed with the County Auditor of the County of Marin on the ____________________ day of ____________________, 2023.

LINDSAY LARA, City Clerk, City of San Rafael, Marin County, California
By ______________________________________

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ENGINEER'S ANNUAL REPORT
2023-2024
LOCH LOMOND DISTRICT #10

CITY OF SAN RAFAEL, MARIN COUNTY, CALIFORNIA
Mello-Roos Community Facilities District
April Miller, Director of Public Works, Engineer of Work for Loch Lomond #10 District, City of San Rafael, Marin County, California, makes this annual report, as directed by the City Council, by its Resolution No. ___________, adopted ______________, 2023.

The improvements which are the subject of this report are briefly described as follows:

The District was created to have three funds of money with which to maintain and operate the storm drain system and insure against damage from potential landslides.

The three funds are defined as a maintenance fund, a sinking fund and insurance reserve fund. These functions were defined in the formation of Community Facilities District No. 1992-1 and passed by resolution #8839 by the City Council Meeting on March 1, 1993. The resolution and formation of the District was meant to be a mitigation for potential impacts to the downstream drainage facilities from the development of the 28 lots which encompass Loch Lomond #10 District.

Maintaining drainage facilities within the Loch Lomond #10 boundary to include annual cleaning of drainage structures, monitoring structures during storm events, cleaning facilities as required during storm events. Provide a sinking fund to provide monies to replace facilities as those facilities fall into disrepair. Lastly provide a fund to provide $500,000 plus accumulated interest to provide the deductible amount of the City’s insurance should a landslide occur in the watershed above the District.

This report consists of six parts, as follows:

PART A – Plans and Specifications: These plans include the Improvement As-Built Plans prepared by Oberkamper and Associates and dated March 4, 1996. These items are filed with the City Clerk.

Although separately bound, the plans and specifications are a part of this report and are included in it by reference.

PART B - An Amended Estimated Cost of the Community Facilities District.

PART C - Assessment Roll - An assessment of the estimated cost of the improvement on each benefited parcel of land within the Community Facilities District.

PART D - Method of Apportionment of Assessment - A statement of the method by which the undersigned has determined the amount proposed to be assessed against each parcel.

PART E - List of Property Owners - A list of the names and addresses of the owners of real property within this Community Facilities District, as shown on the last equalized assessment roll for taxes, or as known to the Clerk. The list is keyed to Exhibit "C" by assessment number.

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PART F - Assessment Diagram - A diagram showing all of the parcels of real property within this Community Facilities District. The diagram is keyed to Part "C" by assessment number.

Respectfully submitted,
By ______________________________________
Al Cornwell, City of San Rafael, Engineer of Work
PART A

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INTRODUCTION, HISTORY, AND PURPOSE:

In 2017 the residents of Loch Lomond District 10 requested that the City review the expenditures and provide an accounting of the finances of the Community Facilities District No. 1992-1, also known as the Loch Lomond #10 (“LL 10”) District. The residents also requested that the City review the maintenance schedules which the City had provided on behalf of the District. Through research and discussion with City staff, the HOA Board, residents and CSW / ST2 staff, a clearer picture of the funding available in each of the three spending tranches identified in the formation documents (maintenance fund, sinking fund, and insurance reserve fund) has been identified. The funding to support the maintenance of the District is very limited and does not cover the annual cost to maintain and repair the system. Given the limited funding that the District generates, the finances of the District are insufficient to fund the level of service and repair of the infrastructure. Therefore, this report identifies the minimum work required to maintain the storm water system and fire/maintenance access roads within the district. The City intends to continue to use district funding to maintain the LL10 District and will use additional City storm water funding as it may be available to supplement the maintenance costs.

The City has actively and regularly maintained the system by performing pre-storm inspections and performing needed maintenance of the drainage facilities since the District was formed. Interviews with current maintenance staff verify that facilities within the LL10 District were maintained on an annual basis (pre-storm) and as needed before, during, and after storm events throughout each rainy season. In addition, since the District’s formation in 1993 there have been sporadic, as-needed repairs of the system (particularly the debris basins 2 and 3 above Las Casas) as a result of storm damage and/or silt and debris accumulation. In general the overall storm drain system has performed well given the fact that it has been in place for over 23 years. The condition of the overall system is evidence that the City has performed regular maintenance on the system. The regular maintenance notwithstanding, there have been a number of major storm events which have required repairs of facilities within the watershed, particularly the debris basins. In recent years the City has often had to clean debris and silt after, and in some cases during storm events to maintain the function of the two major basins above Las Casas Drive.

The District was formed, in part, to mitigate the impacts of the development on the surrounding community. This was extensively documented in the EIR documents, comments on the Draft EIR, and the subsequent approvals. The final conditional approval of Loch Lomond #10 required the District to be formed. The work required of the District was laid out in the three categories shown below. Preliminary estimates of maintenance cost were stated, as well as the contribution to the sinking fund.

The District was formed to provide financing for 3 specific items:

1. Annual and periodic Maintenance of the storm drain system and fire access/maintenance roads.

2. A Sinking Fund which provides long term capital replacement of the infrastructure.

3. A $500,000 amount to reimburse the city in the event the City’s insurance was tapped and the City would be required to use the $500,000 deductible to satisfy a claim.

COVERED FACILITIES:

The District was formed to provide a source of funding for ongoing maintenance and capital replacement of storm water improvements within the District and to provide funding for the PART A

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deductible portion of the City’s insurance policy to cover potential damage from slides and rain events within the open space known as Parcel A. Parcel A is owned as open space by the 27 lots and three condominiums within the boundary of Loch Lomond #10 as well as to maintain the storm water systems integrated into the 28 parcels within the District. Note that one of the 28 lots (lot 9, specifically) has been further subdivided into three below market (BMR) units.

The Loch Lomond #10 area drains into two distinct drainage systems maintained by the City of San Rafael. The larger westerly watershed includes 10 lots and three BMR units mostly off the extension of Las Casas Drive. The second, eastern watershed is located above Manderly Road on the extension of Inverness Drive and includes the remaining 17 lots and drains to three culverts (two 18 inch and one 24 inch) which cross Manderly Road.

The westerly watershed is significantly larger and includes areas both inside the District as well as areas beyond the District boundary and owned by other private parties and the City of San Rafael as open space. The watershed is approximately 111.3 acres including private lots and City Open Space upstream and outside the District Boundary, and Loch Lomond #10 Open Space and the 11 lots within Loch Lomond #10. The easterly watershed includes approximately 21.2 acres all of which are within the District boundary.

Within the district there are approximately 2,855 feet of storm drain culverts, 762 feet of v-ditches, 27 catch basins, inlets and manholes, 2 outlet structures and 6 headwalls according to the Engineer’s estimates provided with the subdivision improvements. The City typically maintains storm drain lines draining major watersheds, pipes, catch basins and manholes with the street or public rights-of-way, and catchment/debris basins. Within the Loch Lomond #10 District, the City also maintains the local v-ditches and swales and other smaller private drainage systems on private property as directed in the formation of the District.

MAINTENANCE COSTS
The maintenance costs of the District were estimated by Mr. Lloyd Strom in 1992 to be $36,140 per year. City Council Resolution 8839 states that “except where other funds are otherwise available, a special tax sufficient to pay for such facilities and services, will be annually levied within CFD 1992-1”, and City Council Resolution 8243 clearly states that “maintenance shall be funded by the Community Facilities District.” However, the tax rate developed at the time the Community Facilities District was established does not cover the cost of the maintenance needs of the district. The anticipated maintenance included: Cleaning silt basins, maintaining access/fire roads, cleaning the storm drain system (pipes, boxes and v-ditches) and replacing debris fences.

In order to determine the appropriate levels of maintenance, we discussed the City’s maintenance approach with staff. Based on that discussion, we have updated the recommended maintenance plan to include annual pre-season inspection and cleaning, observation of the drainage system, observation and cleaning as necessary for large storms during the season (we assumed two per year), a 15-year schedule to provide minor repairs to the main water course ditch and pipe systems, a 3-year schedule to remove brush and vegetation within the main open swales, a once-in-5-years access road maintenance schedule for 1,952 feet of roads, and three-year schedule for removal of accumulated silt in the catchment basins. It should be noted that small concrete v-ditches and minor swales elsewhere in the City are maintained by the individual property owner consistent with public works’ policy. The anticipated annual maintenance for the District should be budgeted at $37,512. The details of this budget are shown below.

PART A

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STATUS AND ACTIVITIES
IMPROVEMENT PLANS LOCH LOMOND UNIT 10 PREPARED BY OBERKAMPER AND ASSOCIATES, AND “AS BUILTS,” DATED MARCH 4, 1996
Over the 27 years that the District has been in existence the City, on behalf of the District has maintained the system within the District as it would normally maintain the drainage systems throughout the Loch Lomond area and the City in general. Since the mid- 1990’s there has been little oversight of the District and for a number of years no annual engineers report was prepared.

While the storm drain system continually required significant maintenance the City continued to take funds from the General Fund to perform normal and extraordinary maintenance and repairs.

As City Administrations changed, the City realized that Community Facilities District did have funds available to contribute to the maintenance of the drainage facilities within the District.

Around 2012 the City revisited the work done by the City on behalf of the District and transferred funds from the District into the general fund as a “catch-up” to compensate the City for providing over 10 years of maintenance and repairs without drawing on District funds.

Beginning in 2017, the Homeowners Association questioned the City on the disbursement of District funds and began to take a more active role in oversight of the District. The discussion PART A

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between the Homeowners and City are continuing. The discussion has pointed out how underfunded the District is and the necessity to increase the assessments to the maximum allowed under the defining resolution which established the District. The increases are covered in PART C of this annual report.

Additional Activities for the fiscal year 2019-2020: The City has implemented a more rigorous accounting of the labor and materials which it employs in maintaining the Drainage system within the boundaries of the Loch Lomond #10 District. The City will continue to work with the homeowners to identify what additional future repairs may be necessary and whether there are alternative methods to assist in funding those repairs.

Activities for 2020-2021 fiscal year
The status of the District for the 2020-2021 fiscal year was prepared by City staff. The activities can be found in the City Staff Report for the Council’s consideration dated June 7, 2021 and attached hereto.

Activities 2021-2022
The City continues to provide maintenance services throughout the district to clean storm drains, manage open space vegetation and provide on-call storm related services to keep storm water collection systems open during the winter. During fiscal year 2021-2022 the City charged $8,544.00 to the District for storm drain cleaning services. The City will be charging additional time during May and June at the request of the residents to provide additional vegetation management to close out the 2021-2022 fiscal year.

An overview of the three components of the District funds follows:

Self-Insurance Fund: Provides a fund balance of $500,000 plus accumulated interest to cover the deductible amount of the City’s insurance should a landslide occur in the watershed above the District The balance in this fund is $723,484.20 and no contributions are necessary at this time.

Sinking Fund: Provides for long term capital replacement of drainage infrastructure and facilities as the original may fall into disrepair. The balance in this fund is $36,336.42. The District is allowed to collect a small portion of the overall annual assessment for this use. As shown in part D, the 2022- 2023 contribution will be $181.14 per parcel for an additional $4,890.78 to add to the current balance. The balance in the fund should be $41,227.20 less any amount paid to repair capital improvements which might occur in the 2022-2023 fiscal year.

Maintenance Fund: Provides for maintaining drainage facilities within the Loch Lomond 10 boundary to include annual cleaning of drainage structures, monitoring structures during storm events, and cleaning facilities as required during storm events. The District is allowed to collect increasing assessments for this use. As shown in part D, the 2022-2023 contribution will be $867.32 per parcel for an additional $23,417.64 to be available for the coming fiscal year.

As noted above, the City continues to provide maintenance for Loch Lomond District #10, recognizing the funds provided by the District are inadequate. While the current residents and Board have not expressed interest in increasing the contribution to the maintenance or sinking funds, the documents forming the District allowed for annual increase to be based on the Consumer Price Index or Personal Income Growth for maintenance and 2% annual increases for the sinking fund.

For the 2019-20 season the District increased the assessments as shown in Part D.

PART A

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Activities 2022-2023
The City has continued to maintain the storm drain system as well as fire management. In addition to the regular fall maintenance that the City performed in the fall of 2022, the crews also checked for and cleaned debris from the drainage system one time during the winter storms of 2022-2023. The City expects to do an annual mowing/removal/cutting of vegetation during the spring of 2023.

An overview of the three components of the District funds follows:

Self-Insurance Fund: Provides a fund balance of $500,000 plus accumulated interest to cover the deductible amount of the City’s insurance should a landslide occur in the watershed above the District. The balance in this fund is $723,484.20 and no contributions are necessary at this time.

Sinking Fund: Provides for long term capital replacement of drainage infrastructure and facilities as the original may fall into disrepair. The balance in this fund is $41,227.20. The District is allowed to collect a small portion of the overall annual assessment for this use. As shown in part D, the 2023- 2024 contribution will be $184.76 per parcel for an additional $4,988.52 to add to the current balance. The balance in the fund should be $46,215.72 less any amount paid to repair capital improvements which might occur in the 2023-2024 fiscal year.

Maintenance Fund: Provides for maintaining drainage facilities within the Loch Lomond 10 boundary to include annual cleaning of drainage structures, monitoring structures during storm events, and cleaning facilities as required during storm events. The District is allowed to collect increasing assessments for this use. As shown in part D, the 2023-2024 contribution will be $899.54 per parcel for an additional $24,287.58 to be available for the coming fiscal year.

For the 2023-2024 season the District increased the assessments as shown in Part D.

PART B

ESTIMATE OF COSTS

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District Status June 2, 2022 (includes 2022-2023 interest) Total Estimated Fund Balance June 30, 2022 (per 2022 report) $ 764,661.25 Adjustment to match Estimated funds to Actual City Records $ 6,846.89 Actual Available Funds on July 1, 2022 $ 771,508.14
Assessment District Expenditures 2022-2023
Assessor/Recorders Fee $ 90.00
City did not charge district for services (July 2022 through April 2023) $ 0.00 Vegetation Management May/June 2023 (estimated) $ 15,000.00 County Administrative Fees $ 54.00
Total District Expenditures $ 15,144.00
Assessment District Proceeds 2022-2023 $ 26,893.00
Interest $ 4,625.80
Estimated Available Funds on July 1, 2023 $ 772,738.94
ESTIMATED ASSESSMENT DISTRICT EXPENSES 2023-2024
Uncollected Assessment 2022-2023 (4%) $ 1,171.04
City Maintenance and Vegetation Management Services $ 15,000.00 Sinking Fund to carry forward (from 2022 Staff Report) $ 41,227.20 Self-Insurance Fund to carry forward (from 2022 Staff Report) $ 723,484.20 Annual contribution to Sinking Fund $ 4,988.52
Annual Engineer’s Report $ 6,800.00
Bond reduction estimate $ 8,240.73
County Administration Fee $ 120.00
$ 800,757.11
Contingencies (Future Additional Sinking Fund and Maintenance) $ 1,257.93 Total Anticipated Expenses and Allocation June 30, 2024 $ 802,015.04 Total Anticipated Assessment Funding $ 29,276.10
Total estimated available funds FY 2023-2024 $ 802,015.04 PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll)

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SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2019-2020)

PROPERTY

DESCRIPTION
Loch Lomond #10
Assessment District

ASSESSOR'S
PARCEL
NUMBER
1 $1,084.30 1 016-330-01
2 $1,084.30 2 016-330-02
3 $1,084.30 3 016-330-03
4 $1,084.30 4 016-330-04
5 $1,084.30 5 016-330-05
6 $1,084.30 6 016-330-06
7 $1,084.30 7 016-330-07
8 $1,084.30 8 016-330-08
9-1 $0.00 Portion of 9 016-330-12
9-2 $0.00 Portion of 9 016-330-13
9-3 $0.00 Portion of 9 016-330-14
10 $1,084.30 10 016-330-10
11 $1,084.30 11 016-330-11
12 $1,084.30 12 016-321-04
13 $1,084.30 13 016-321-03
14 $1,084.30 14 016-321-05
15 $1,084.30 15 016-321-01
16 $1,084.30 16 016-321-02
17 $1,084.30 17 016-321-06
18 $1,084.30 18 016-321-07
19 $1,084.30 19 016-321-08
20 $1,084.30 20 016-321-09
21 $1,084.30 21 016-321-10
22 $1,084.30 22 016-322-01
23 $1,084.30 23 016-322-02
24 $1,084.30 24 016-322-03
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll)

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SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2019-2020)

PROPERTY

DESCRIPTION
Loch Lomond #10
Assessment District

ASSESSOR'S
PARCEL
NUMBER
25 $1,084.30 25 016-322-04
26 $1,084.30 26 016-322-05
27 $1,084.30 27 016-322-06
28 $1,084.30 28 016-322-07
29 $0.00 Parcel A 186-520-19
30 $0.00 Parcel B 186-520-20
TOTAL
ASSESSMENT $29,276.10 (For Twenty-Eighth Year)
Each parcel is as shown on the maps of the County Assessor of the County of Marin at Book 16, Pages 32 and 33 and Book 186, Page 52.

Property descriptions are lot or parcel numbers as shown on the recorded final maps of Loch Lomond #10, recorded in Book 21 of Maps at Page 21, Marin County Records.

PART D

METHOD OF APPORTIONMENT OF ASSESSMENT

AND ALLOWABLE INCREASES

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ORIGINAL APPORTIONMENT
There are 27 single family dwelling units and 3 below market rate units that were a further tax division of lot 9 in the original subdivision existing within the Community Facilities District boundary.

Each of the single family dwelling unit lots are assessed for equal portions of the total assessment.

And Lot 9 is assessed zero.

This assessment is exempt from the procedures and requirements of the (recently enacted Proposition 218) California Constitution, Article 13D, Section 4 pursuant to the exemption contained in Article 13D, Section 5(d) [previously majority voter approval or] Section 5(b) [petition signed by persons owning all the property]. The benefits are entirely special benefits and there are no general benefits. Additionally, the proposed assessment is within the limits of that allowed by the annual increases.

Assessment Parcels 1 through 8, 10 through 28, are each assessed 1/27 of the total assessment.

Assessment Parcel 9-1, 9-2, 9-3, 29, and 30 each have zero ($0.00) assessment.

The following changes were made to the Assessment Rolls and Assessment Diagram in 1993, although do not appear to have been noted in the Annual Engineer’s Reports. Mapping Changes at the Marin County Assessor's Office are noted as follows:

Our office contacted the Marin County Assessor's Office due to obvious changes to the Assessor's Parcel Maps for the Loch Lomond #10 development. According to information received from Mapping Department staff, in calendar year 1993 a change was made to Parcel 9 splitting it into 3 APNs to accommodate the special status of the ownership of that lot. (see map below) PART D

METHOD OF APPORTIONMENT OF ASSESSMENT

AND ALLOWABLE INCREASES

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PART D

METHOD OF APPORTIONMENT OF ASSESSMENT

AND ALLOWABLE INCREASES

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2023-2024 ASSESSMENT CALCULATIONS
Applying the method outlined the following increases are allowed:

Maintenance:

Original Assessment $225/unit
Personal Income Index 1992 5,682.1
Personal Income Index 2023 22,717.0
Factor 22,717 / 5,682.1 = 3.99799
2022-2023 Maintenance Assessment (3.99799) x $225 = $899.54 Sinking Fund:

Original Assessment $100/unit
29 years at 2%, current assessment $184.76
TOTAL PROPOSED ASSESSMENT 2023-2024 $1,084.30 per unit
Total Available Funds (27 units) $29,276.10
NOTE: Per Capita Personal Income Index from the St. Louis Fed for the San Francisco-OaklandHayward, California area. Latest index is for the March, 2023. In 2023 the index changed from a dollar amount to an indexed number.

PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

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ASSESSMENT
NUMBER

ASSESSOR'S
PARCEL
NUMBER NAME AND ADDRESS (Redacted)
1 016-330-01
2 016-330-02
3 016-330-03
4 016-330-04
5 016-330-05
6 016-330-06
7 016-330-07
8 016-330-08
9-1 016-330-12
9-2 016-330-13
9-3 016-330-14
10 016-330-10
11 016-330-11
12 016-321-04
13 016-321-03
14 016-321-05
15 016-321-01
16 016-321-02
17 016-321-06
18 016-321-07
19 016-321-08
20 016-321-09
21 016-321-10
22 016-322-01
23 016-322-02
24 016-322-03
25 016-322-04
26 016-322-05
27 016-322-06
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

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ASSESSMENT
NUMBER

ASSESSOR'S
PARCEL
NUMBER NAME AND ADDRESS (Redacted)
28 016-322-07
29 186-520-19
30 186-520-20
PART F

ASSESSMENT DIAGRAM

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The original Assessment Diagram is no longer available in the City’s files. The following represents the current District Engineer’s best re-creation of the Assessment Diagram likely used to form the District. It is based on the Record Map of Loch Lomond #10 prepared by Oberkamper & Associates Map Recorded May 27, 1993, in Book 21 of Maps, at Page 21 and the Assessment Diagram used for the Pt. San Pedro Road Median Landscaping Assessment District.

____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 4.e
Meeting Date: July 17, 2023

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Public Works
Prepared by: April Miller, Public Works Director
Thomas Wong, Senior
Management Analyst
City Manager Approval: ______________
TOPIC: THE VILLAGE AT LOCH LOMOND MARINA – MELLO-ROOS DISTRICT NO. 2 SUBJECT: RESOLUTION SETTING THE SPECIAL TAX FOR CITY OF SAN RAFAEL COMMUNITY FACILITIES DISTRICT NO. 2 (THE VILLAGE AT LOCH LOMOND MARINA) FOR FISCAL YEAR 2023-24
RECOMMENDATION:

Adopt a resolution setting the special tax rates for fiscal year 2023-24 for Community Facilities District No. 2 – the Village at Loch Lomond Marina.

BACKGROUND: In August 2007, the
City granted land use and subdivision
approvals for the Village at Loch
Lomond Marina development. The
Loch Lomond development project is a
mixed-use development which
includes the construction of singlefamily homes, flats, townhomes, and commercial facilities and the existing
marina. The project originally included
the approval of 81 residential units, 17
of which were below-market units. In 2020, the developer and City reached an agreement on an in-lieu fee for six of the below-market units, leaving 11 below-market units in the district at present.

As one condition of approving the project, the City required the developer, Marina Village Associates (MVA), to provide certain park and recreation improvements and to impose a special tax on homes in the development in order to pay for the maintenance of the landscaping, streets, sidewalks and wetland monitoring.

By adoption of Resolution No. 13014 on July 19, 2010, the City Council officially formed the community facilities district, which included all the parcels within the Village at Loch Lomond Marina Subdivision, as “City of San Rafael Community Facilities District No. 2” (District), pursuant to the Mello-Roos Community Loch Lomond Marina Community Facilities District No. 2 Boundaries SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
Facilities Act of 1982 (Government Code sections 53311 - 53368.3). It should be noted that the residential Below Market Rate (BMR) units within the district are exempt from the annual special tax.

The facilities to be maintained by the Loch Lomond #2 CFD include:
• The Marina Green and Boardwalk
• Kayak Launch
• Park Play Equipment and Area
• Pedestrian pathways along the west jetty/spit and east jetty/spit • Viewing areas along the west jetty/spit, east jetty/spit • Public restrooms (2), one on the east jetty/spit and one at the entrance to the breakwater • Fishing cleaning station located near the entrance to the breakwater • Park and informational signs within these areas
• Lawn/turf, shrubs and ground cover, irrigation systems, storm water drainage inlets within the boundaries of the area, lighting pole standards, and fixtures above the foundation, benches, trash receptacles and bicycle racks
• Conservation/seasonal wetland area
• Roadways and sidewalks
While some of these facilities require regular maintenance (e.g., landscaping and restroom maintenance), others will need to build up reserves over a longer period of time in order to fund future repairs or reconstruction (e.g., playground structure, roads, pedestrian pathways).

The special tax has two components:

1. Capital Reserve
A portion of the annual assessment is set aside to fund larger, long-term capital improvements such as the eventual replacement of pavement, curb and gutter, roadway and other improvements that were constructed as a part of the development. At the end of the useful life of these largescale public improvements, enough funds need to have been accumulated to replace them – e.g., resurfacing the access road, etc.

As of June 30, 2023, the Capital Reserve Fund is projected to have a fund balance of $459,124, and an additional $128,000 will be added this year. As shown in Part B of the Engineer’s Report, at the end of fiscal year 2023-2024, fund balance is anticipated to be $587,124 before unforeseen distributions in fiscal year 2023-2024.

2. Annual Maintenance
The other portion of the annual special tax is to fund the regular and annual maintenance activities required to maintain the District’s public facilities such as landscaping of medians and pathways, garbage service, restroom maintenance and the semi-annual monitoring of wetland habitats.

This fiscal year, the District contracted with Forester and Kroeger to provide this service in a manner similar to the level of maintenance that is provided at other City parks. It has become apparent that the contracted level of maintenance for both the grounds and landscaping are less than what the residents desire. The owner of the marina, Safe Harbor Marinas, has continued to assist with the responsibility for the ground maintenance. During fiscal year 2023-24, the City will be working with the Master Village Association to determine an appropriate level of maintenance SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
that can be sustained using District funding. The budgets for fiscal year 2023-24 indicated in Part B, reflect an increased level of maintenance that has been requested by the residents.

The special tax was first levied during the fiscal year 2017-18, based on upon the progress being made on construction of the subdivision improvements. It was imperative that funds be collected for annual maintenance since the improvements were being used by residents and the public.

However, various construction delays resulted in the developer, Marina Village Associates, LLC, not finishing the improvements that year as anticipated. Various punch-lists were provided to the developer and on February 15, 2022, the City accepted the landscaping and streets, drainage, and other facilities with the exception of the Central Jetty park, adjacent parking and restroom and the Breakwater connector, adjacent parking, and restroom. Since then, the Breakwater Access Trail and East Jetty Park are almost complete, and the restrooms have been opened.

Currently, the Home Owner’s Association (HOA) is working with Forster & Kroeger to maintain the facilities at the level which the public has come to expect.

ANALYSIS: Since the first-year assessments were levied in fiscal year 2017-18, the history of assessments has been as followed:

Residential
(per unit)
NonResidential
(per sq ft)
Marina (lump
sum)
FY 2017-18 Max. allowable $1,948 $0.92 $59,260
Actual $1,948 $0.92 $59,260
FY 2018-19 Max. allowable $2,439 $1.15 $74,216
Actual $760 $0.36 $23,112
FY 2019-20 Max. allowable $3,152 $1.49 $95,927
Actual $760 $0.36 $23,112
FY 2020-21 Max. allowable $3,193 $1.51 $97,155
Actual $1,597 $0.75 $48,576
FY 2021-22 Max. allowable $3,193 $1.51 $97,155
Actual $1,597 $0.75 $48,576
FY 2022-23 Max. allowable $3,315 $1.57 $100,857
Actual $2,203.18 $1.04 $67,034.60
FY 2023-24 Max. allowable $3,611.99 $1.70 $109,899.14
Actual (proposed) $2,533.66 $1.19 $77,089.80
The fiscal year 2023-24 Engineer’s Report recommends the District assess properties in the District at an amount of $2,533.66 per residential unit. Since City maintenance of some of the public facilities has not yet begun, there is available fund balance to use towards the annual maintenance costs for fiscal year 2023-24 and therefore the maximum assessment does not need to be levied. However, an assessment which goes towards the capital reserve fund still must be levied at the full amount since the facilities must eventually be replaced.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 4
Adjustments to the maximum allowable assessment reflect an increase in inflation from the base year of June 2010. The increases are based on the Consumer Price Index (CPI) for the San Francisco-OaklandHayward region.

The fiscal year 2023-24 assessment will generate $280,923.50 in revenues, of which $128,000 will be applied towards the Capital Reserve Fund, as consistent with the capital reserve set-aside policies in the Engineer’s Report. The remaining $152,923.50 will go towards the Annual Maintenance Fund with proposed maintenance expenditures as follows (the difference in the total cost of annual maintenance of $294,846.18 will be made up with fund balance):

Fiscal Year 2023-2024 Expenses
Maintenance
Uncollected Assessments (2023-2024) at 5% $ 14,046.18
Restroom Cleaning and Maintenance $ 29,000.00
Restroom Supplies $ 2,400.00
Litter/Garbage Removal $ 35,000.00
Landscape Maintenance $ 54,000.00
Tree Care $ 12,000.00
Playground Equipment Inspection $ 1,600.00
Irrigation Repairs and Maintenance $ 18,000.00
Street Sweeping $ 800.00
Storm Drain Maintenance $ 10,300.00
Storm Response $ 1,500.00
Wetlands Maintenance $ 13,000.00
Utility Costs (Water, Sewer and Electrical) $ 77,200.00 Annual Engineer’s Report $ 7,000.00
County/City Administrative Fee $ 1,000.00
Management Fee $ 18,000.00
Total Maintenance Expenses $ 294,846.18
Special Charges
Signs $ 4,926.00
Bench Painting $ 2,000.00
Misc. Paver Repairs $ 1,500.00
Light Fixture Repairs $ 1,000.00
Slurry Seal $ 15,000.00
Total Special Charges Expenses $ 23,926.00
Total Maintenance and Special Charges $ 319,272.18
Annual Capital Reserve Fund Contribution $ 128,000.00
Total Loch Lomond CFD #2 FY 2023-24 Expenditures $ 447,272.18 The special tax is not term-based, nor does it sunset. The special tax will continue to be levied in perpetuity as specified in the formation documents.

Staff prepared a City Council resolution to levy the required special tax for fiscal year 2023-24. The special taxes would be included on the County property tax bills and collected by the County of Marin.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 5
FISCAL IMPACT: The fiscal year 2023-24 assessment will generate $280,923.50 in revenue required to support maintenance and capital reserves towards the new City facilities in the Community Facilities District No. 2. All special tax revenues and expenditures related to the District will be maintained in the Loch Lomond Marina Assessment District Fund (Fund no. 237).

OPTIONS:

The City Council has the following options to consider on this matter:

1. Adopt the resolution as presented setting the special tax rates for fiscal year 2023-24.

2. Adopt the resolution with modifications.

3. Direct staff to return with more information.

4. Take no action.

RECOMMENDED ACTION:

Adopt a resolution setting the Mello-Roos Special Tax for City of San Rafael Community Facilities District No. 2 for Fiscal Year 2023-24.

ATTACHMENTS:

1. Resolution Setting the Mello-Roos Special Tax for City of San Rafael Community Facilities District No. 2 for Fiscal Year 2023-24

2. Annual Engineers Report for Loch Lomond CFD No. 2
RESOLUTION NO.

A RESOLUTION OF THE SAN RAFAEL CITY COUNCIL SETTING THE SPECIAL TAX FOR CITY OF SAN RAFAEL COMMUNITY FACILITIES DISTRICT NO. 2 (THE VILLAGE AT LOCH LOMOND MARINA) FOR FISCAL YEAR 2023-24
WHEREAS, on July 19, 2010, the San Rafael City Council by Resolution No. 13014 formed the City of San Rafael Community Facilities District No. 2 (hereafter “CFD No. 2); and
WHEREAS, the landowners of CFD No. 2 voted in a mail ballot election called by the City Council by Resolution No. 13015, and unanimously approved the imposition of a special district tax; and
WHEREAS, on August 16, 2010, the City Council adopted Ordinance No. 1886 levying special taxes within CFD No. 2; and
WHEREAS, on or about August 16, 2010, the City of San Rafael prepared and caused to be recorded a “Notice of Special Tax Lien” for all of the parcels within CFD No. 2, which specified the facilities and services to be funded by the tax and the approved method for establishing a rate and calculating the apportionment of the tax; and WHEREAS, at the request of the Director of Public Works, Al Cornwell, City of San Rafael has prepared an Engineer’s Annual Report for Community Facilities District No. 2 for Fiscal Year 2023-24 recommending the amount of the special taxes to be assessed; and WHEREAS, the City Council wishes to set the specific tax rate to be imposed on the parcels within CFD No. 2 in Fiscal Year 2023-24;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Rafael hereby sets the amount of the special tax to be imposed on all nonexempt parcels within CFD No. 2 for Fiscal Year 2023-24, as set forth in the Engineer’s Annual Report for fiscal year 2023-24 on file with the City Clerk and incorporated herein by reference.

I, LINDSAY LARA, City Clerk of the City of San Rafael, hereby certify that the foregoing Resolution was duly and regularly introduced and adopted at a regular meeting of the City Council of said City held on Monday, the 17th day of July 2023, by the following vote, to wit:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

LINDSAY LARA, City Clerk

ENGINEER'S ANNUAL REPORT
FOR
COMMUNITY FACILITIES DISTRICT NO. 2

LOCH LOMOND MARINA AND THE STRAND
2023-2024

FOR THE CITY OF SAN RAFAEL

CALIFORNIA

COUNCIL MEETING
JULY 17, 2023
Prepared By:

City of San Rafael

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ENGINEER'S ANNUAL REPORT
2023-2024
COMMUNITY FACILITIES DISTRICT NO. 2 LOCH LOMOND MARINA AND THE STRAND

CITY OF SAN RAFAEL, MARIN COUNTY, CALIFORNIA
(Mello-Roos Community Facilities Act of 1982)
The undersigned respectfully submits the enclosed annual report as directed by the City Council.

DATED: ____________, 2023.

Engineer of Work
By ______________________________________
Al Cornwell, City of San Rafael
I HEREBY CERTIFY that the enclosed Engineer's Annual Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the ____________________ day of ___________________, 2023.

LINDSAY LARA, City Clerk, City of San Rafael, Marin County, California
By ______________________________________
I HEREBY CERTIFY that the enclosed Engineer's Annual Report, together with Assessment and Assessment Diagram thereto attached, was filed with the County Auditor of the County of Marin on the ____________________ day of ____________________, 2023.

LINDSAY LARA, City Clerk, City of San Rafael, Marin County, California
By ______________________________________

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ENGINEER'S ANNUAL REPORT
2023-2024
COMMUNITY FACILITIES DISTRICT NO 2 LOCH LOMOND MARINA AND THE STRAND

CITY OF SAN RAFAEL, MARIN COUNTY, CALIFORNIA
(Mello-Roos Community Facilities Act of 1982)
April Miller, Director of Public Works, Engineer of Work for the Community Facilities District Loch Lomond #2, City of San Rafael, Marin County, California, makes this annual report, as directed by the City Council, by its Resolution No. ___________, adopted ______________, 2023.

The improvements which are the subject of this report are briefly described as follows:

Maintenance of Improvements including streets, curbs, gutter, sidewalks, storm drain, storm inlets, street surfaces, Landscaping, street furniture, lighting, pathways, restrooms, park play equipment, picnic tables, fish cleaning stations, signage, and parking. The maintenance includes providing irrigation, paying water and utility bills as well as oversight. The improvements are also anticipated to need major capital funding in future years and a capital improvement allowance is included as part of the Community Finance District.

This report consists of six parts, as follows:

PART A – Plans for the improvements are filed with the City Clerk. Although separately bound, the plans and specifications are a part of this report and are included in it by reference.

PART B - An Estimated Cost of the Assessment District.

PART C - Assessment Roll - An assessment of the estimated cost of the improvement on each benefited parcel of land within the assessment district.

PART D – Rate and Method of Apportionment of Special Taxes - A statement of the method by which the undersigned has determined the amount proposed to be assessed against each parcel.

PART E - List of Property Owners - A list of the names and addresses of the owners of real property within this assessment district, as shown on the last equalized assessment roll for taxes, or as known to the Clerk. The list is keyed to Part "C" by assessment number.

PART F - Assessment Diagram - A diagram showing all of the parcels of real property within this assessment district. The diagram is keyed to Part "C" by assessment number.

Respectfully submitted,
By ______________________________________
Al Cornwell, City of San Rafael, Engineer of Work
PART A

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INTRODUCTION AND BACKGROUND INFORMATION
The Loch Lomond Project
The Loch Lomond development project (the “Project”) is a mixed-use development which will include the construction of single-family homes, townhomes and commercial facilities and will include the existing marina, which is located in San Francisco Bay. The Project is located in the City of San Rafael (“City”), off of Point San Pedro Road. It was approved by the San Rafael City Council (“City Council”) of the City in 2007, by means of a series of approvals, including Resolution 12332 (“the Approval Resolution”). As one condition of approving the Project, the City required the developer to provide certain park and recreation improvements and to provide for their maintenance by means of a special tax to be imposed by means of a Mello-Roos Community Facilities District (“CFD”). Since the approval of the Project, the developer has determined that it would be more beneficial to the property owners, and more cost-efficient if the maintenance of certain additional facilities, consisting of landscaping and street and sidewalk improvements, as well as wetland monitoring, could also be financed by means of the CFD. Collectively, the park and recreation improvements, landscaping, streets, and sidewalks and these additional facilities are referred to herein as the “Facilities.”
On June 7, 2010, the City Council adopted a Resolution of Intention to form a CFD (the “Resolution of Intention”) in accordance with the Mello-Roos Community Facilities District Act of 1982 (the “Act”). The Resolution of Intention indicated that the maintenance of the Facilities would be financed by means of a special tax imposed pursuant to the Act. The Resolution of Intention requested the preparation of this Report, directing that the report describe the facilities to be maintained and an estimate of the cost of maintaining those facilities.

For purposes of imposing a special tax to fund the maintenance of the Facilities, the development will be split into four tax categories: Residential; Non-residential; Mixed-use and Marina. As approved, the Project features 81 residential units, of which 76 units will be located in the Residential tax category and 5 units will be in the Mixed-use category, as they will be located above commercial space. Of these residential units, 11 will be below-market units, located in the residential category area. There is expected to be 22,500 square feet in the Non-residential category, which will be devoted to neighborhood commercial/retail businesses and marina-support facilities.

The Marina category contains areas serving the existing marina area, including the yacht club.

The Mello-Roos Community Facilities Act of 1982
In the Approval Resolution, the City Council determined that the Act would be an effective tool for funding the maintenance of the park and recreation improvements and conservation area. The Act provides substantial flexibility as to the range of facilities and services that can be funded and the method by which their cost can be allocated. As the financing mechanism is a special tax, and not an assessment, the costs can be allocated according to any method that is reasonable, without the need to make a specific finding of benefit to each property. The Act permits the City Council to form the CFD and allows for the owners of the property, if it is uninhabited, to vote to approve the special tax (which requires a two-thirds majority).

Purpose of the CFD Report
As directed in the Resolution of Intention, this CFD Report has been prepared and is being PART A

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submitted pursuant to Section 53321.5 of the Act. The Act requires that this report describe the facilities to be maintained (see “Description of Facilities to be Maintained” below) Formation of the CFD
On June 7, 2010, the City Council adopted the Resolution of Intention. A map identifying the boundaries is attached as Exhibit A to this work.

On July 19, 2010 the City Council held a public hearing, as required by the Act, to hear any protests to the formation of the CFD and to consider this report. Following the public hearing, the Council adopted a Resolution of Formation and called an election to allow the qualified electors to consider the special tax to fund the services described herein. With at least two-thirds of the votes cast in favor of the special tax, the CFD was formed and the levy of the special tax was authorized.

Description of Facilities to be Maintained
The facilities to be maintained include those specifically described in Condition 45 of the Approval Resolution:
• The Marina Green and Boardwalk
• Kayak Launch
• Park Play Equipment and Area
• Pedestrian pathways along the west jetty/spit and east jetty/spit • Viewing areas along the west jetty/spit, east jetty/spit • Public restrooms (2), one on the east jetty/spit and one at the entrance to the breakwater • Fishing cleaning station located near the entrance to the breakwater • Park and informational signs within these areas
• Lawn/turf, shrubs and ground cover, irrigation systems, storm water drainage inlets within the boundaries of the area, lighting pole standards, and fixtures above the foundation, benches, trash receptacles and bicycle racks
• Conservation/seasonal wetland area
• Roads, streets, sidewalks, and stormwater infrastructure In addition, the CFD will also maintain the common access road shown on the map attached as Exhibit D, its landscaping, lighting and sidewalk areas.

In July 2017, the San Rafael City Council approved levying the first assessment for Community Facilities District No. 2 (“CFD-2”) at the Village at Loch Lomond Marina. The CFD activity during Fiscal Year 2017-2018 was very minimal. After a number of assurances in 2017, the developer, TH Loch Lomond, LLC (“MVA”) did not finish the work to a point where the City could accept a portion of the improvements as anticipated in the beginning of Fiscal Year 2017-2018. On June 1, 2018, the City received a letter from MVA requesting an extension of the Subdivision Improvement Agreements through December 31, 2019 and, by implication, acceptance of a portion of the improvements. The City answered this letter on June 20, 2018, including a final punch list which the letter directed the developer to complete prior to August 1, 2018. The successful completion of the punch list would set the process in motion to accept the improvements, begin the warranty period, and provide a partial reduction in bond amount for the improvements.

PART A

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June 2018 Status and Actions
For Fiscal Year 2017-2018 the District received payments based on the first year assessments anticipating that the District would be taking over maintenance during the year. As noted above, this did not occur. The District had a positive account balance to pay for maintenance, fund capital replacement, and pay for City administration.

Since the District holds unused maintenance funds from the previous year, there was no reason to tax the homeowners for Fiscal Year 2019-2020 for the maintenance, utilities and operational aspect of the District. However, the capital fund and City oversite are continuing expenses and needed to be funded for Fiscal Year 2019-2020. The fiscal year assessment remained the same as 2018-2019 to cover only the capital fund, City oversite, and contingencies totaling $79,737.22. The breakdown of these costs can be found in Part B below.

June 2019 Status and Actions
The developer had completed the punch list and had been in the process of finalizing the remaining work, including a map showing the remaining work to be done and the corresponding cost estimates to complete the remaining work. We anticipated that this will be complete within the next 60 to 90 days. The City had requested quotes from landscape maintenance contractors to maintain the public areas, once accepted. For these reasons the City anticipated paying for maintenance during the 2019-2020 year.

As the developer has been finalizing improvements, it has been noted that at high tides and during storms two of the public areas are unusable. The first is the connection between the end of the parking/paved area to the breakwater. The second is the play equipment and park on the central jetty. Both of these areas will be improved by the developer prior to acceptance by the City. The capital cost of these improvements will be paid by the developer. However, once these improvements are accepted by the City, their maintenance and ultimate replacement at the end of their usable life will be the responsibility of the CFD-2. It was anticipated that during fiscal year 2019-2020 the District would ask the assessed properties in the District for an additional assessment to be added to the capital fund to provide monies to pay for this work in the future. This action will require a public hearing and vote of the assessed properties.

June 2020 Status and Actions
The developer has completed most of the improvements for the Phase 1 “Backbone” infrastructure.

On April 20, 2020, the City Council voted to accept the partial completion of the infrastructure, and authorize the City Manager and Mayor to enter into a combined Subdivision Improvement Agreement which covers the remaining work to be completed as well as the flooding repairs, described above, kayak dock and other small improvements that will, when completed become part of the maintenance responsibility of CFD-2. In anticipation of the City accepting the improvements the City will be soliciting proposals from Landscape Maintenance firms to begin maintaining the CFD-2 facilities in fiscal year 2020-2021.

At the writing of this report, the City has prepared and delivered to the developer an combined Subdivision Improvement Agreement (SIA) and is waiting for the developer to execute, provide bonds, and complete the Memorandum of Understanding and BMR buyout agreements which PART A

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parallel the combined SIA.

The current assessments cover three areas: Capital Reserve Fund, Annual Maintenance Fund, and a Contingency.

Capital Reserve Fund: As discussed above a contribution to the Capital Reserve Fund will need to be annually in order for the District to have funds available to replace pavements, curb and gutter and other improvements in the future as the useful life expires. The amount of the Capital Reserve currently stands as $164,124.00 and another $59,000.00 will be added this year.

Annual Maintenance: Since the Maintenance portion has yet to be tapped, if no increase in assessments for 2020-2021 are made, the District would enter the 2021-2022 fiscal year with minimal reserves. In addition, a significant increase in assessment would be required. The Engineer recommends that the District increase the assessment for 2020-2021 as calculated in Part D below and as follows:

Proposed Assessments for the year 2020-2021:

Residential $1,596.51 per residential unit
Non-Residential $0.75 per square foot of non-residential area Marina $48,575.80 Lump Sum
$172,100.92 Total Anticipated Revenue for the year 2020-2021 In should be noted that the District will be again increasing the assessment next year to levels similar to the assessments levied in the first year of the district. This is based on the District now fulfilling its function of maintaining the landscaping and other improvements within the District.

The maintenance can be separated into three components. First, will be weekly or more often (depending on the time of year) landscape maintenance consisting of mowing, trash collection, dog waste control, pruning and other items. Second, will be the monthly, quarterly, or semi-annual inspections of equipment and structural facilities to confirm that they can be safely used. Third, will be the cost of the water to provide irrigation to keep the landscaping grass, plants, shrubs, and trees in a healthy condition.

The District will be assuming these costs from the developer upon final acceptance The District has reviewed the costs that the developer has incurred in the past 18 months for maintenance. The developer has stated that these costs include areas of maintenance that will not be assumed by the District. A review of those costs and making some reduction for areas the District will not maintain were compared with the original budgets established for the District when formed in 2010 to determine a probable budget for 2020-2021.

Contingency: As noted in the financial summary in Part B, the District carries a contingency for unforeseen circumstances. The contingency is large this year in anticipation of the District assuming the maintenance responsibilities.

June 2021 Status and Actions
The Developer has taken major actions with respect to ownership during FY 20-21. However, while the City Council has voted to accept the partial completion (April 2020), the developer has yet to complete the punch list and continues to maintain the landscaping.

PART A

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The major actions included transferring ownership of the Marina Property to Safe Harbor Marinas and transferring the ownership of the second phase of the residential development to Trumark Homes. In addition, Trumark Homes has an option to purchase the Mixed-use building.

The developer also requested to “buy-out” the remaining BMR units and pay an in-lieu fee to do so.

This action was also approved by the City Council and has been executed by both the Developer and the City. For the CFD this will provide 6 additional units to assess going forward, since the original District did not include assessments on BMR units. It is the Engineers recommendation that these additional units be assessed at the same rates as the other residential properties, providing a nominal increase in total revenue for the District.

The District collects assessments to cover three areas of funding: Capital Reserve Fund, Annual Maintenance Fund and a Contingency. The 2021 status of these funds are discussed below.

Capital Reserve Fund: The Capital Reserve Fund needs to be collected annually in order for the District to have funds available to replace pavements, curb and gutter and other improvements in the future as the infrastructure approaches the end of its useful life. The amount of the Capital Reserve currently stands at $223,124 and an additional $115,000 (including the assessments for the former BMR units) will be added this year. As shown below the Capital Reserve Fund, June 30, 2022, is anticipated to be $338,124 before unforeseen distributions in 2021-2022.

Annual Maintenance: Since the Maintenance portion has yet to be tapped, this fund continues to build. Nevertheless, the Engineer recommends the District continue to assess properties in the District on the schedule suggested in the 2020-2021 Report. This will provide a graduated “bump” in assessments to meet the rate needed to cover all the expenses once the City accepts the improvements from the developer. The Engineer recommends that the District increase the assessment for 2021-2022 as calculated in Part D and noted as follows:

Proposed Assessments for the year 2021-2022:

Residential $1,915.81 per residential unit
Non-Residential $0.90 per square foot of non-residential area Marina $58,290.96 Lump Sum
$228,108.03 Total Anticipated Revenue for the year 2021-2022 Currently the District is carrying $223,670.00 in un-allocated maintenance since the developer has yet to complete the improvements for the City to accept and the CFD to begin maintaining. If this continues for FY 2021-2022, the maintenance fund would add an additional $160,000 and the District will re-evaluate the assessments. However, this is unlikely. Should this occur, the anticipated funds available for maintenance would be $383,670.00 without any expenses.

It should be noted that the increase next year may need to be made to bring the assessment funding in line with the max assessments allowed in the District formation documents and further increase would be only based on the index allowed for the District.

The District will be assuming all costs from the developer upon final acceptance. Since the District will be accepting infrastructure that is several years old, the Engineer recommends that any monies not used in District maintenance be allocated to repair infrastructure under the Capital Reserve Fund.

PART A

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June 2022 Status and Actions
In April, 2020, the City agreed to partially accept the improvements constructed by the developer, Marina Village Associates (MVA). The improvements that were to be accepted included the roadwayand parking areas, landscape maintenance, marina green, the west jetty and other ancillary facilities. However, MVA did not complete the work and the punch list items until January, 2022.

The City did agree to accept those improvements and take on the maintenance of the accepted portion of the District on February 15, 2022. The specific areas that the City is not accepting are the playground and middle jetty as well as the restroom and adjacent parking area and the breakwater and access to the breakwater including the adjacent parking and restroom. These improvements require additional work, which MVA is permitted and scheduled to complete in the summer through spring of 2022-2023.

To affect the maintenance, the City contracted with Forster and Kroger on a month to month basis to cover landscaping maintenance on the accepted portion of the project through the remainder of the fiscal year. The maintenance level originally anticipated in the formation of the District matched that provided by the City in other public parks. Since the areas have been open to the public, MVA and their successor owner of the marina, Safe Harbor Marinas, have maintained the property more aggressively, on an almost daily basis. This is the condition that the residents and the visiting public have come to expect in the area.

While the City supports the concept to continue to maintain the area in the manner to which the residents have become accustom, it is unclear whether the financing provided by the District will be able to sustain that level of maintenance in the long term. Currently there are some surplus funds resulting from MVA’s lack of completing the improvements which can help to fund a more intensive maintenance schedule. Furthermore, as shown in Part D below, the District has the ability to increase the assessments to help fund the level of maintenance that is expected by the residents.

The residents have requested that a District oversight committee be established to work with the City in managing the District finances and guide the maintenance in the future. The City and the residents will be exploring this relationship further in the coming fiscal year.

The District collects assessments to cover three areas of funding: Capital Reserve Fund, Annual Maintenance Fund and a Contingency. The 2022 status of these funds are discussed below.

Capital Reserve Fund: The Capital Reserve Fund needs to be collected annually in order for the District to have funds available to replace pavements, curb and gutter and other improvements in the future as the infrastructure approaches the end of its useful life. The amount of the Capital Reserve currently stands at $338,124 and an additional $121,000 (5.22% increase) will added this year. As shown below the Capital Reserve Fund, June 30, 2023, is anticipated to be $459,124 before unforeseen distributions in 2022-2023.

Annual Maintenance: Since the Maintenance portion has just begun to be tapped, this fund had continued to build during the current fiscal year. Nevertheless, and based on the level of PART A

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maintenance expected by the residents, the Engineer recommends the District continue to assess properties in the District. The Engineer suggest increasing the assessments so that the District participants experience a graduated “bump” in assessments to meet the rate needed to cover all the expenses once the City accepts the improvements from the developer and the level of maintenance required become apparent. The Engineer recommends that the District increase the assessment for 2022-2023 as calculated in Part D and noted as follows:

Proposed Assessments for the year 2022-2023:

Residential $2,203.18 per residential unit
Non-Residential $1.04 per square foot of non-residential area Marina $67,034.60 Lump Sum
$244,286.04 Total Anticipated Revenue for the year 2021-2022 Currently the District is carrying $223,670.00 in un-allocated maintenance since the City has only recently accepted the improvements. As noted above this will be evaluated during FY 2022-2023 to determine what the maintenance fund should be going forward.

It should be noted that future increases may need to be made to bring the assessment funding in line with the max assessments allowed in the District formation documents and further increase would be only based on the index allowed for the District.

Contingency: As noted in the financial summary in Part B, the District carries a contingency for unforeseen circumstances. The contingency remains relatively large in anticipation of the District assuming the maintenance responsibilities and determining the acceptable level of maintenance to meet the residents expectations as well as covering deferred maintenance of completed improvements such as resealing the asphalt pavement and repairing damaged fixtures and furniture.

June 2023 Status and Actions
The Village Master Association and Strand Homeowners Association continues to have concerns with the maintenance of the current maintenance contractor. This has been exacerbated since the District’s formation by the slow progress that the developer has made in completing the project.

The residents and business owners face a particular challenge in that the District was formed to maintain property owned by the Village Association with public easements allowing all San Rafael residents and others to use the property. The City and the representatives are currently working on the level of maintenance that can be sustained by the District after the developer(s) complete their work on the public property and the remaining housing. The 2023-2024 budget includes monies that have been allocated to maintain the district facilities at a high level. Since the District has not had to maintain the full facilities (due to the incomplete work by the developer), there is not past actual costs to guide the budget. It appears that the level of maintenance desired by the community is not sustainable at the current funding levels. Nonetheless, the 2023-2024 budget will carry these numbers and be re-evaluated in the 2024-2025 report.

PART A

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The repairs to the Breakwater Access Trail and East Jetty Park are almost complete. It is the hope that these repairs will be finished early in the 2023-2024 Fiscal Year.

The activities of the past year include the continued landscape maintenance by Forester and Kroger.

The City also hired Forester and Kroger to replant the entryway area of the project on the east side of Loch Lomond Drive as many of those plants had died or were not thriving. The City anticipates soliciting bids for future maintenance of the landscaping in FY 2023-2024.

Since the restroom near the Breakwater Access Train is now open, the City Crews have been maintaining that facility twice weekly as the City does other parks within its jurisdiction. Trash continues to be handled by the Marina operator. However, a contract for both the restrooms and trash pick is expected to be solicited from interested operators in FY 2023-2024. The cost for maintaining restrooms daily and trash pick daily is included in the budget for FY 2023-2024 The City also painted the curbs red along Loch Lomond Drive and is working with the residents to replace some of the signs.

As provided in the District formation documents, the Engineer recommends that the annual assessment be increased to cover continued cost escalation for maintenance and utilities as well as the additional costs to provide an improved level of landscape, restroom, and restroom maintenance than is currently performed. The District formation documents allow an annual increase of up to 3% or the Consumer Price Index for the San Francisco/Oakland/Hayward region, whichever is greater. The CPI as of March, 2023 is 337.17. The base year index (2010) is 227.27. This allows a 48% increase since the District’s formation. The maximum assessments would be as follows:

Residential $3,611.99 per residential unit
Non-Residential $1.70 per square foot of non-residential floor area Marina $109,899.14 Lump Sum
The Engineer suggests increasing the assessments so that the District participants experience a graduated “bump” in assessments to attain a rate that will better cover the expenses needed to maintain the district once the City accepts the improvements from the developer. The Engineer recommends that the District increase the assessment for 2023-2024 by 15% over the 2022-2023 FY as calculated in Part D and noted as follows:

Proposed Assessments for the year 2023-2024:

Residential $2,533.66 per residential unit
Non-Residential $1.19 per square foot of non-residential floor area Marina $77,089.80 Lump Sum
$280,923.50 Total Anticipated Revenue for the year 2023-2024 The District collects assessments to cover three areas of funding: Capital Reserve Fund, Annual Maintenance Fund and a Contingency. The 2023 status of these funds are discussed below.

Capital Reserve Fund: The Capital Reserve Fund needs to be collected annually in order for the District to have funds available to replace pavements, curb and gutter and other improvements in the future as the infrastructure approaches the end of its useful life. The amount of the Capital Reserve currently stands at $459,124 and an additional $128,000 (5.72% increase) will be added this year. As shown below the Capital Reserve Fund, June 30, 2024, is anticipated to be $587,124 before unforeseen distributions in 2023-2024.

PART A

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Annual Maintenance: Since the Maintenance portion has only been partially tapped, this fund had continued to build during the current fiscal year. Nevertheless, and based on the level of maintenance expected by the residents, the Engineer recommends the District continue to assess properties in the District.

Currently the District is carrying $260,702.23 in un-allocated maintenance since the City has only recently accepted the improvements. As noted above this will be evaluated during FY 2023-2024 to determine what portion of Contingency might be allocated to the maintenance or Capital Reserve funds.

PART B

ESTIMATE OF COSTS

Page 12 ends

Total estimated Available Funds June 30, 2022: $ 731,797.64 Adjustment to match City Funds to Actual City Records $ 5,111.02 Actual Available Funds on July 1, 2022 $ 736,908.66
2022-2023 EXPENSES
County of Marin Fee $ 138.00
Landscape Maintenance (July, 2022 to March, 2023) $ 38,503.36 Water Expense through February, 2023 $ 43,535.12
Landscaping monthly fee April- June, 2023 $ 12,000.00
Water estimate April to June, 2023 $ 18,000.00
Engineer’s Report $ 0.00
FY 2022-2023 estimated expense total $ 112,176.48
Assessment Proceeds 2022-2023 estimated $ 232,071.75
Interest $ 4,487.97
Total Anticipated Funds, June 30, 2023 $ 861,291.90
FY 2023-2024 Estimated Expenses
Uncollected Assessments (2023-2024) at 5% $ 14,046.18
Restroom Cleaning and Maintenance $ 29,000.00
Restroom Supplies $ 2,400.00
Litter/Garbage Removal $ 35,000.00
Landscape Maintenance $ 54,000.00
Tree Care $ 12,000.00
Playground Equipment Inspection $ 1,600.00
Irrigation Repairs and Maintenance $ 18,000.00
Street Sweeping $ 800.00
Storm Drain Maintenance $ 10,300.00
Storm Response $ 1,500.00
Wetlands Maintenance $ 13,000.00
Utility Costs (Water, Sewer and Electrical) $ 77,200.00 Annual Engineer’s Report $ 7,000.00
County/City Administrative Fee $ 1,000.00
Management Fee $ 18,000.00
Total Estimated Fiscal Year 2023-2024 Expenses $ 294,846.18 Special Charges
Signs $ 4,926.00
Bench Painting $ 2,000.00
Misc. Paver Repairs $ 1,500.00
Light Fixture Repairs $ 1,000.00
Slurry Seal $ 15,000.00

Total estimated 2023-2024 Expenses $ 319,272.18
PART B

ESTIMATE OF COSTS

Page 13 ends

Capital Reserve Fund (Held 2022-2023) $ 459,124.00
Capital Reserve Contribution Fiscal Year 2023-2024 $ 128,000.00 Anticipated Capital Reserve Fund June 30, 2024 $ 587,124.00 Total Allocated Funds 2023-2024 $ 906,396.18
Contingencies (Future Additional Capital Reserve and Maintenance Takeover Costs) $ 235,819.22
TOTAL ANTICIPATED FY 2023-2024 YEAR EXPENSES
AND ALLOCATIONS: $ 1,142,215.40
FY 2023-2024 ASSESSMENT FUNDING $ 280,923.50
Total available funds FY 2023-2024: $ 1,142,215.40
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 14 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
Fiscal Year
2023-2024

PROPERTY

DESCRIPTION
Loch Lomond

ASSESSOR'S
PARCEL
NUMBER
2 $26,327.68 Lot 2 016-070-14
3 $10,780.64 Lot 3 016-070-16
4 $2,037.50 Lot 4 016-070-17
5 $77,089.78 Lot 5 016-070-09
A $0.00 Lot A 016-070-12
B $0.00 Lot B 016-070-10
C $0.00 Lot C 016-070-13
D $0.00 Lot D 016-070-19
E $0.00 Lot E 016-070-15
F $0.00 Lot F 016-070-18
G $0.00 Lot G 016-070-21
H $0.00 Lot H 016-070-22
I $0.00 Lot I 016-070-20
1-1 $0.00 1 016-341-01
1-2 $2,533.66 2 016-341-02
1-3 $0.00 3 016-341-03
1-4 $2,533.66 4 016-341-04
1-5 $2,533.66 5 016-341-05
1-6 $2,533.66 6 016-341-06
1-7 $2,533.66 7 016-341-07
1-8 $2,533.66 8 016-341-08
1-9 $2,533.66 9 016-341-09
1-10 $2,533.66 10 016-341-10
1-11 $2,533.66 11 016-341-11
1-12 $2,533.66 12 016-341-12
1-13 $2,533.66 13 016-341-13
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 15 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
Fiscal Year
2023-2024

PROPERTY

DESCRIPTION
Loch Lomond

ASSESSOR'S
PARCEL
NUMBER
1-14 $2,533.66 14 016-341-14
1-15 $2,533.66 15 016-341-15
1-16 $2,533.66 16 016-341-16
1-17 $2,533.66 17 016-341-17
1-18 $2,533.66 18 016-341-18
1-19 $2,533.66 19 016-341-19
1-20 $2,533.66 20 016-341-20
1-21 $2,533.66 21 016-341-21
1-22 $2,533.66 22 016-341-22
1-23 $2,533.66 23 016-341-23
1-24 $2,533.66 24 016-341-24
1-25 $2,533.66 25 016-341-25
1-26 $2,533.66 26 016-341-26
1-27 $2,533.66 27 016-341-27
1-28 $2,533.66 28 016-341-28
1-29 $2,533.66 29 016-341-29
1-30 $2,533.66 30 016-341-30
1-31 $2,533.66 31 016-341-31
1-32 $2,533.66 32 016-341-32
1-33 $2,533.66 33 016-341-33
1-34 $2,533.66 34 016-341-34
1-35 $2,533.66 35 016-341-35
1-36 $0.00 36 016-341-36
1-37 $2,533.66 37 016-341-37
1-38 $0.00 38 016-341-38
1-39 $2,533.66 39 016-341-39
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 16 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
Fiscal Year
2023-2024

PROPERTY

DESCRIPTION
Loch Lomond

ASSESSOR'S
PARCEL
NUMBER
1-40 $2,533.66 40 016-341-40
1-41 $0.00 41 016-341-41
1-42 $2,533.66 42 016-341-42
1-43 $0.00 43 016-341-43
1-44 $2,533.66 44 016-341-44
1-45 $2,533.66 45 016-341-45
1-46 $0.00 46 016-341-46
1-47 $2,533.66 47 016-341-47
1-48 $0.00 48 016-341-48
1-49 $2,533.66 49 016-341-49
1-50 $2,533.66 50 016-341-50
1-51 $0.00 51 016-341-51
1-52 $2,533.66 52 016-341-52
1-53 $2,533.66 53 016-341-53
1-54 $2,533.66 54 016-341-54
1-55 $2,533.66 55 016-341-55
1-56 $2,533.66 56 016-341-56
1-57 $0.00 57 016-341-57
1-58 $2,533.66 58 016-341-58
1-59 $2,533.66 59 016-341-59
1-60 $0.00 60 016-341-60
1-61 $2,533.66 61 016-341-61
1-62 $2,533.66 62 016-341-62
1-63 $2,533.66 63 016-341-63
1-64 $2,533.66 64 016-341-64
1-65 $2,533.66 65 016-341-65
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 17 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
Fiscal Year
2023-2024

PROPERTY

DESCRIPTION
Loch Lomond

ASSESSOR'S
PARCEL
NUMBER
1-66 $2,533.66 66 016-341-66
1-67 $2,533.66 67 016-341-67
1-68 $2,533.66 68 016-341-68
1-69 $2,533.66 69 016-341-69
1-70 $2,533.66 70 016-341-70
1-71 $2,533.66 71 016-341-71
1-72 $2,533.66 72 016-341-72
1-73 $2,533.66 73 016-341-73
1-74 $2,533.66 74 016-341-74
1-75 $2,533.66 75 016-341-75
1-76 $2,533.66 76 016-341-76
K $0.00 K 016-341-77
L $0.00 L 016-341-78
M $0.00 M 016-341-79
D $0.00 D 016-341-80
N $0.00 N 016-341-81
E $0.00 E 016-341-82
O $0.00 O 016-341-83
F $0.00 F 016-341-84
P $0.00 P 016-341-85
H $0.00 H 016-341-86
A $0.00 A 016-341-87
I $0.00 I 016-341-88
B $0.00 B 016-341-89
J $0.00 J 016-341-90
C $0.00 C 016-341-91
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 18 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
Fiscal Year
2023-2024

PROPERTY

DESCRIPTION
Loch Lomond

ASSESSOR'S
PARCEL
NUMBER
G $0.00 G 016-341-92
TOTAL

ASSESSMENT
$280,923.50 (For 2023-2024 Fiscal Year)
The lines and dimensions of each parcel are as shown on the maps of the County Assessor of the County of Marin.

Property descriptions are lot or parcel numbers as shown on the recorded final maps of Loch Lomond, recorded:

PART D

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES

Page 19 ends

I. INTRODUCTION
A special tax authorized under the Mello-Roos Community Facilities Act of 1982, as amended (“Act”) shall be levied on each Parcel of land within Community Facilities District No. 2 of the City of San Rafael (“CFD No. 2”), and collected according to the Special Tax Liability determined by the City, the City of San Rafael)”City”), through the application of the following procedures. The Special Tax is being levied for the purpose of providing and guaranteeing longterm funding and maintenance of park and recreation improvements that are approved for public use, and an adjacent conservation area (seasonal wetland) as more particularly described in the Approval Resolution, as well as appurtenant roadways, sidewalk and landscaping areas.

All of the property within CFD No. 2, unless otherwise exempted by law or the express provisions of the rate and method of apportionment expressed below, shall be taxed to the extent and in the manner provided below.

It is intended that all special taxes applicable to Parcels be collected in the same manner and at the same time as ordinary ad valorem property taxes, and that special taxes so levied will be subject to the same penalties and procedures, sale and lien priority in case of delinquency as is provided for ad valorem taxes.

II. DEFINITIONS
Act means the Mello-Roos Community Facilities Act of 1982, as amended, Sections 53311 et seq. of the California Government Code.

Approval Resolution means Resolution No. 12332, adopted on August 6, 2007 by the City Council of the City of San Rafael.

Area of Use means the area falling within a single tax category of a Parcel devoted to multiple uses.

Base Year means the Fiscal Year commencing July 1, 2011.

BMR Unit means a Dwelling Unit that is classified as “low or moderate income housing” pursuant to that certain agreement among San Rafael Marina, LLC, the City of San Rafael, and the Housing Authority of the County of Marin, dated July 1, 2088 and recorded as document 2008- 0038363 in the Official Records of the County of Marin on August 14, 2008.

Building Floor Area means a measurement of the area contained within the perimeter of each non-residential structure on a given Parcel, which can be or has been developed on that Parcel based on a building permit. If a building permit is not available, the amount shall be based on the Master Use Permit, or other planning approval. This figure shall be determined in accordance with the standard practice of the City in calculating structural parameters. The figure includes the square footage of each floor of any multi-floor building.

CFD No. 2 means the Community Facilities District No. 2 of the City of San Rafael.

PART D

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES

Page 20 ends

City means the City of San Rafael.

Dwelling Unit means each separate building, or housing unit within a common building, used to provide living accommodations which are intended, design, or legally required to be occupied by a single family unit. For Parcels which have not yet been subdivided into the number of lots shown on the Tentative Map, the number of Dwelling Units shall be the number of lots shown on the Tentative Map within the limits of that Parcel. BMR Units do not count as Dwelling Units. For Parcels with mixed uses, the number of Dwelling Units shall be the number of residential units allowed under the Master Use Permit, not counting any BMR Units.

Fiscal Year means the period starting on July 1, and ending the following June 30.

Master Use Permit means that certain Master Use Permit as approved by the City Council of the City of San Rafael by means of Resolution No. 12332, adopted on August 6, 2007.

Maximum Special Tax means the greatest amount of Special Tax that can be levied against a Parcel in any Fiscal Year. The Maximum Special Tax for each Category of Taxable Property is established in Section III.

Parcel means any County Assessor’s Parcel or that portion thereof that is within the boundaries of CFD No. 2 based on the equalized tax rolls of the County as of March 1 of each Fiscal Year. Parcels referred to by a specific number indicate the parcels shown on the Tentative Map.

Service Annual Cost(s) means for each Fiscal Year, the total of 1) the estimated cost of providing and guaranteeing long-term funding and maintenance of park and recreation improvements that are approved for public use and an adjacent conservation area (seasonal wetland) as more particularly described in Vesting Tentative Map Condition No. 45 in the Approval Resolution (the “Improvements”); 2) the estimate costs of providing additional landscaping and maintenance costs; and 3) any amounts needed to cure actual or estimated delinquencies in Special Taxes for the current or previous Fiscal Year.

Special Tax Escalation Factor means the annual percentage increase in the Consumer Price Index for the San Francisco-Oakland-San Jose area as published in “Consumer Price Indexes – Pacific Cities and U.S. City Average” from the U.S. Department of Labor, Bureau of Labor Statistics or, in the event such index ceases to be published, by a comparable index designated by the City Council.

Tax Categories are those categories set forth in the body hereof.

Taxable Property means Parcels that are not in public ownership, but excludes privatelyheld Parcels used solely for vehicular and pedestrian access, utilities, or as common areas. Such areas include Parcels A through W, inclusive, as shown on the Tentative Map. However, Taxable Properties that are acquired by a public agency after the CFD is formed or subsequent Final Subdivision Maps are recorded will remain subject to the applicable Special Tax.

Tentative Map means that certain tentative map as approved by the City Council of the City of San Rafael by means of Resolution 12332, adopted on August 6, 2007.

PART D

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES

Page 21 ends

III. CATEGORIES OF SPECIAL TAX AND DESIGNATION OF MAXIMUM SPECIAL TAX
A. RESIDENTIAL CATEGORY: The Residential Category includes each Parcel of developed Taxable Property within CFD No. 2 that is zoned or permitted to be used for residential purposes. This consists of Parcels 2 through 76, inclusive, as well as the second floor residential use permitted on Parcel 78, all as shown on the Tentative Map. The Maximum Special Tax that may be levied annually on Taxable Property within the Residential Category during the Base Year is $2,439.22 per Dwelling Unit.

B. MARINA CATEGORY: The Marina includes that Parcel of Taxable Property within CFD No. 2 that is designated as Parcels 80 and 82 on the Tentative Map. The Maximum Special Tax that may be levied annually on Taxable Property within the Marina Category during the Base Year is $74,216.22. In the event that Parcel 80 is subdivided, the Maximum Special Tax shall be allocated to the subdivided Parcels in proportion to the number of marina slips contained in each subdivided Parcel within the Marina Category. In the event that Parcel 82 is subdivided from the other property within the Marina Category, it shall be taxed on the same rate and basis (per square foot) as property within the NonResidential Category and the Maximum Special Tax for the remainder of the Marina Category shall be the amount calculated above, less the tax for Parcel 82.

C. NON-RESIDENTIAL CATEGORY: The Non-Residential Category includes each Parcel of developed Taxable Property within CFD No. 2 which has been zoned or is permitted to be used for non-residential uses (including office, retail, industrial, and other commercial uses) but not property within the Marina Category. These Parcels consist of Parcels 79, and 81 shown on the Tentative Map, as well as portions of Lot 78 devoted to Non-Residential Uses. The Maximum Special Tax that may be levied annually on Taxable Property inti nth Non-Residential Category during the Base Year is $1.15 per square foot of Building Floor Area.

D. MIXED USE CATEGORY: Parcels within CFD No. 2 which are zoned or permitted to be used for uses which fall in more than one of the above Categories shall be taxed for each category of use. The calculation of the Maximum Special Tax shall be performed separately for each Area of Use. For example, the Special Tax Liability for a Parcel featuring two Dwelling Units and 10,000 square feet of Non-Residential Use shall be the sum of the Special Tax for the two Dwelling Units at the rate applied to all Dwelling Units in the CFD and for the Non-Residential tax rate per square foot times 10,000. The Maximum Special Tax for Parcels in the Mixed Use Category shall be calculated accordingly.

E. ADJUSTMENTS TO MAXIMUM SPECIAL TAX: The Maximum Special Tax for all Categories shall increase each Fiscal Year as determined annually by the City Council by the Consumer Price Index for the San Francisco-Oakland-San Jose area, All Urban Consumers/All Items, as published by the U.S> Department of Labor, Bureau of Labor Statistics, or, in the event such index ceases to be published, by a comparable index designated by the City Council.

PART D

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES

Page 22 ends

IV. SETTING THE ANNUAL SPECIAL TAX LIABILITY FOR TAXABLE PROPERTIES On or about July 1 of each year, but in an event in sufficient time to include the levy of the special taxes on the County’s secured tax roll, the City shall determine the Category or Categories representing each Parcel of land within CFD No. 2. Parcels subject to levy and their respective Tax Category shall be determined based upon the records of the County Assessor as of the March 1 preceding such July.

For each Fiscal Year, the City shall determine the Special Tax Liability for each Parcel for the Fiscal Year. The City shall make available for review by the general public information regarding the Category to which each Parcel is assigned and the information used to calculate the Special Tax Liability for each Parcel.

Attachment 1 shows the Base Year Maximum Special Tax rates. Each Fiscal Year following the Base Year, the Maximum Special Tax rate shall be increased in accordance with the Special Tax Escalation Factor.

To determine the Maximum Special Tax in each Fiscal Year, multiply the number of Dwelling Units for each residential Parcel times the applicable Maximum Special Tax rates shown in Attachment 1 as adjusted by the Special Tax Escalation Factor. For the Mixed Use Category, take the sum of those two products.

The City shall calculate the Special Tax Liability for each Taxable Property for each fiscal year as follows:

A. STEP ONE: Determine if the Improvements have been inspect and accepted by the City. If not, the Special Tax Liability shall be zero for that fiscal year.

B. STEP TWO: As noted above the District is allowed to increase assessments based on the CPI for the San Francisco-Oakland Hayward region. The CPI index for March 2023 (latest available) is 337.17. This is an increase of 3.78% from April, 2022 ((337.17-324.878)/324.878).

Based on this information, the Maximum Allowable Assessment for the 2023-2024 year would be:

Residential $3,611.99 per residential unit
Non-Residential $1.70 per Sq Ft of non-residential area Marina $109,899.14 Lump Sum
Since the District (and the City) have not accepted all the improvements for the CFD to maintain, not all of this funding is required at this time. Nevertheless, the Engineer recommends an increase in funding in anticipation of accepting the improvements and recognizing that due to the age of the improvements and the use to which they have been subject since opening to the public. A 15% increase is recommended, yielding the following assessments for 2023-2024:

Residential $2.533.66 per residential unit
PART D

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES

Page 23 ends

Non-Residential $1.19 per square foot of non-residential area Marina $77,089.80 Lump Sum
Setting the amount in 2023-2024 does not preclude future increases in future years to the maximum allowable assessment based on the CPI.

C. STEP THREE: Calculate the Special Tax Liability for each Parcel of Taxable Property by the following steps:

Step 1: Compute the potential Maximum Special Tax revenue for all Parcels in the CFD by summing the Maximum Special Tax assigned to each Parcel for that Fiscal Year.

Step 2: Compare the Service Annual Costs with the potential maximum Special Tax revenue calculated in the previous step.

Step 3: If the Service Annual Costs are less than the Maximum Special Tax revenue from Step 1, decrease proportionately the Maximum Special Tax amount for each Parcel until the total Special Tax revenue equals the Service Annual Cost. These amounts will be that year’s Special Tax Liability for each Parcel.

Step 4: If the Service Annual Costs are great than or equal to the potential Maximum, Special Tax revenue calculated in Step 1, the amount of the Special Tax Liability for each Taxable Property shall be the Maximum Special Tax assigned to each Parcel in II above.

D. STEP FOUR: After the Special Tax Liability for each Parcel has been calculated, consult Section V of this Rate and Method in order to prepare the Tax Collection Schedule.

V. PREPARATION OF TAX COLLECTION SCHEDULE
Prepare the Tax Collection Schedule listing the Special Tax Liability for each Parcel of Taxable Property and send it to the County Auditor, requesting that it be placed on the general, secured property tax roll for the Fiscal Year. The Tax Collection Schedule shall not be sent later than the date required by the Auditor for such inclusion.

The City shall make every effort to correctly calculate the Special Tax Liability for each Parcel. It shall be the burden of the taxpayer to correct any errors in the determination of the Parcels subject to the tax and the Special Tax Liability assigned to them. The City will maintain a file available for public inspection of each current County Assessor’s Parcel Number within the CFD, its Maximum Special Tax, and the Maximum Special Tax for all Parcels within the CFD.

VI. 2023-2024 ALLOWABLE AND ACTUAL ASSESSMENTS
As noted in part III E. above, Adjustments to Maximum Special Tax, the City anticipated increases in the special tax up to a maximum amount to allow for normal inflation based increases in the costs to make capital improvements and continue maintenance. The increases were to be based PART D

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES

Page 24 ends

on the Consumer Price Index (CPI) for the San Francisco-Oakland-Hayward region. The Maximum Allowable assessment for the 2023-2024 year for each category is calculated as follows:

Base Year 2011:

Residential $ 2,439.22 per residential unit
Non-Residential $ 1.15 per square foot of non-residential area Marina $ 74,216.22 lump sum
Base Year June, 2010, CPI = 227.697
CPI, March, 2023 (Latest available data) = 337.17
Allowable increase 337.17-/227.697 = 1.481
Maximum Allowable Assessment 2023-2024 year:

Residential $2,439.22 x 1.481 = $3,611.99 per residential unit Non-Residential $1.15 x 1.481 = $1.70 per square foot of non-residential area Marina $74,216.22 x 1.481 =$109,899.14 Lump Sum
The Actual assessments for 2023-2024 will be based on the partial needs of the District as outlined elsewhere in this report and be increased for the year 2023-2024 as shown below.

Assessments for the year 2023-2024:

Residential $2,533.66 per residential unit
Non-Residential $1.19 per square foot of non-residential area Marina $77,089.79 Lump Sum
Setting the amount in 2023-2024 does not preclude future increases to the maximum allowable based on the CPI in future years.

PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 25 ends

ASSESSMENT
NUMBER

ASSESSOR'S
PARCEL
NUMBER NAME AND ADDRESS (Redacted)
2 016-070-14
3 016-070-16
4 016-070-17
5 016-070-09
A 016-070-12
B 016-070-10
C 016-070-13
D 016-070-19
E 016-070-15
F 016-070-18
G 016-070-21
H 016-070-22
I 016-070-20
1-1 016-341-01
1-2 016-341-02
1-3 016-341-03
1-4 016-341-04
1-5 016-341-05
1-6 016-341-06
1-7 016-341-07
1-8 016-341-08
1-9 016-341-09
1-10 016-341-10
1-11 016-341-11
1-12 016-341-12
1-13 016-341-13
1-14 016-341-14
1-15 016-341-15
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 26 ends

ASSESSMENT
NUMBER

ASSESSOR'S
PARCEL
NUMBER NAME AND ADDRESS (Redacted)
1-16 016-341-16
1-17 016-341-17
1-18 016-341-18
1-19 016-341-19
1-20 016-341-20
1-21 016-341-21
1-22 016-341-22
1-23 016-341-23
1-24 016-341-24
1-25 016-341-25
1-26 016-341-26
1-27 016-341-27
1-28 016-341-28
1-29 016-341-29
1-30 016-341-30
1-31 016-341-31
1-32 016-341-32
1-33 016-341-33
1-34 016-341-34
1-35 016-341-35
1-36 016-341-36
1-37 016-341-37
1-38 016-341-38
1-39 016-341-39
1-40 016-341-40
1-41 016-341-41
1-42 016-341-42
1-43 016-341-43
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 27 ends

ASSESSMENT
NUMBER

ASSESSOR'S
PARCEL
NUMBER NAME AND ADDRESS (Redacted)
1-44 016-341-44
1-45 016-341-45
1-46 016-341-46
1-47 016-341-47
1-48 016-341-48
1-49 016-341-49
1-50 016-341-50
1-51 016-341-51
1-52 016-341-52
1-53 016-341-53
1-54 016-341-54
1-55 016-341-55
1-56 016-341-56
1-57 016-341-57
1-58 016-341-58
1-59 016-341-59
1-60 016-341-60
1-61 016-341-61
1-62 016-341-62
1-63 016-341-63
1-64 016-341-64
1-65 016-341-65
1-66 016-341-66
1-67 016-341-67
1-68 016-341-68
1-69 016-341-69
1-70 016-341-70
1-71 016-341-71
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 28 ends

ASSESSMENT
NUMBER

ASSESSOR'S
PARCEL
NUMBER NAME AND ADDRESS (Redacted)
1-72 016-341-72
1-73 016-341-73
1-74 016-341-74
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PART F

ASSESSMENT DIAGRAM

Page 29 ends

See sheets 1 through 2 in attached packet.
__________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: City Manager, Sustainability Division
Prepared by: Kate Hagemann
Climate Adaptation and Resilience
Planner
City Manager Approval: ___
TOPIC: ACCEPTING GRANT FUNDS TO SUPPORT SEA LEVEL RISE PLANNING SUBJECT: RESOLUTION ACCEPTING GRANT FUNDS FROM THE GOVERNOR’S

OFFICE OF PLANNING AND RESEARCH FOR THE SAN RAFAEL CLIMATE

ADAPTATION PLANNING COLLABORATIVE, APPROPRIATING FUNDS IN THE AMOUNT OF $644,201 FOR THE PROJECT, AND AUTHORIZING THE

CITY MANAGER TO NEGOTIATE AND ENTER INTO PROFESSIONAL

SERVICE AGREEMENTS FOR THE PROJECT
RECOMMENDATION:

Adopt a resolution:

1. Accepting the award of grant funding from the Governor’s Office of Planning and Research.

2. Appropriating funds in the amount of $644,201 for the project to the Grants Fund.

3. Authorizing the City Manager to negotiate and enter into Professional Service Agreements with the following entities: i) Canal Alliance in the amount of $94,000; ii) Multicultural Center of Marin in the amount of $57,000; and iii) the University of California, Berkeley in the amount of $193,000.

BACKGROUND:

Over the past several years, the City, community organizations, and other agencies have been working to understand the implications of the flooding risks that are being amplified by ongoing sea level rise. Earlier this year, the City and project partners were awarded grant funding from the California State Coastal Conservancy and the Marin Community Foundation to support adaptation planning to prepare for sea level rise. At the November 21, 2022, meeting, the City Council voted to accept the award of grant funding from the Conservancy and Marin Community Foundation for this project. At the December 7, 2022, meeting, the City Council voted to approve the professional services agreements with Canal Alliance and the Multicultural Center of Marin to complete their portion of the grant scope of work. The work funded by the State Coastal Conservancy and the Marin Community Foundation is now underway and is expected to be completed by March 2025.

Recognizing that the existing grant funding was insufficient to address the broader issue of sea level rise adaptation, the project partners continued to seek additional grant funding. This past March, the Agenda Item No: 4.f
Meeting Date: July 17, 2023
project team applied to the state’s Adaptation Planning Grant Program. The grant application was developed collaboratively by staff from the City’s Sustainability Division, the County’s Department of Public Works, the Multicultural Center of Marin, Canal Alliance, and researchers at the University of California Berkeley.

ANALYSIS:

On June 8, 2023, the Governor’s Office of Planning and Research informed the City of San Rafael that it had been selected as a Round 1 Grantee for the Adaptation Planning Grant Program and $644,200.95 had been awarded for the San Rafael Climate Adaptation Planning Collaborative (“the project”) (Attachment 2). This grant funding will allow the project partners to work with community members who are disproportionately vulnerable to sea level rise to co-create solutions to make San Rafael more resilient.

The City of San Rafael will be part of a larger, collaborative project team that includes Canal Alliance, the Multicultural Center of Marin, the County of Marin, and researchers at the University of California, Berkeley. The project team will meet regularly to coordinate. The City will administer the grant and communicate with the Governor’s Office of Planning and Research to keep them informed about the project status. The City will manage the budget, schedule, requests for disbursement, and other project management activities.

This new grant funding will expand the scope of the sea level rise planning efforts and improve the understanding of climate hazards and build climate capacity within our community. Specifically, these new funds will support the following additional work:

1. Improving the understanding of climate hazards by gathering fundamental physical data on surface and groundwater levels, salinity, hydrologic connectivity, and other factors.

2. Completing a more detailed vulnerability assessment focused on short-term life-safety risks and cascading impacts from infrastructure failures.

3. Creating a collaborative community-science effort with student participants.

4. Leading participatory asset mapping by community members; and

5. Prioritizing adaptation actions.

This work is anticipated to be completed by April 2025. A full description of the proposed grant workplan can be seen in Attachment 3.

The project budget is apportioned between the project partners to accomplish these tasks. The City will receive and administer the grant and will be directly responsible for approximately $300,000 to hire technical consultants to better characterize climate hazards, improve physical science data, complete a vulnerability assessment of critical community facilities, evaluate and prioritize adaptation actions and develop final recommendations. Additionally, the City will manage some of the project budget related to covering some equipment, community meeting, translation, and printing costs, and to recover additional indirect administrative costs. The remaining grant budget is intended to be passed through to the project partners, including approximately $94,000 to the Canal Alliance, $57,000 to the Multicultural Center of Marin, and approximately $193,000 to the University of California, Berkeley. The graphic in Attachment 4 illustrates the roles and responsibilities of the project partners. This project also benefits from the technical assistance and staff support from the County of Marin’s Department of Public Works, though the County is not receiving grant funding. The City is grateful for their continued support and technical expertise on this issue, which has been invaluable over the past several years.

If accepted, this grant funding will directly support the implementation of several existing City priorities.

A few examples of these policies are highlighted below.

Climate Change Action Plan 2030:
• “Work with local, County, state, regional, and federal agencies with Bay and shoreline oversight and with owners of critical infrastructure and facilities in the preparation of a plan for responding to rising sea levels. Make sure all local stakeholders are kept informed of such planning efforts.” (SA-C4c: Sea Level Rise)
• “Ensure fair and robust inclusion of lower-income households and our diverse communities in the planning and response to climate change impacts, including sea level rise, wildlife, public health, and emergency preparedness.” (SA-C5: Climate Change Adaptation) General Plan 2040:
• Critical Facilities in Vulnerable Areas: Prepare a Public Vulnerability Assessment to identify City buildings and other infrastructure that are susceptible to environmental hazards.

Measures should be taken to avoid extraordinary maintenance and operating expenses associated with hazardous conditions and minimize damage potential and interruption of service following a disaster. (Program S-1.3A)
• Coordination with Utilities and Services. Coordinate with the utilities and services that have infrastructure and facilities in vulnerable areas (for example: wastewater treatment plants) to ensure that sea level rise information and goals are consistent with the City’s goals, and that infrastructure/utilities projects address and plan for increased flooding and sea level rise. (Program S-3.4C)
• Partnerships. Foster, facilitate, and coordinate partnerships with the County of Marin, other effected agencies and utilities, property owners, and neighborhood groups/organizations on planning for and implementing adaptation projects. (Program S-3.6B) If accepted, staff will work to amend the current professional services agreements with Canal Alliance and the Multicultural Center of Marin to reflect this additional scope of work and budget and develop a new professional services agreement with researchers at the University of California Berkeley.

This grant does not require a direct match from the City. However, staff time and community facilities such as the Albert Boro Community Center will be used for this project to facilitate the successful completion of this project.

Without action, sea level rise is expected to negatively impact communities, housing, businesses, and major infrastructure in the next several decades. Accepting this grant could help the City avert these negative consequences by proactively identifying adaption measures that will help protect the community in the coming years.

FISCAL IMPACT: If the grant is accepted, funds would be appropriated for Project #31104 in Fund 283 (Grants Fund) in the amount of $644,201 from the Governor’s Office of Policy and Research. Inkind staff time will be absorbed by the Sustainability Division’s budget in the General Fund.

OPTIONS:

The City Council has the following options to consider relating to this item:

1. Adopt the resolution as presented.

2. Adopt the resolution as amended.

3. Direct staff to return with additional information.

RECOMMENDED ACTION:

Adopt a resolution:

1. Accepting the award of grant funding from the Governor’s Office of Planning and Research.

2. Appropriating funds in the amount of $644,201 to Fund 283 (Grants Fund) for Project #31104.

ATTACHMENTS:

1. Resolution

2. Award letter from the Office of Policy and Research

3. Grant workplan submitted to the Office of Policy and Research

4. Roles and Responsibilities outlined in the grant application to the Office of Policy & Research’s Adaptation Planning Grant Program

5. Grant budget submitted to the Office of Policy and Research RESOLUTION NO.

RESOLUTION ACCEPTING GRANT FUNDS FROM THE GOVERNOR’S OFFICE OF PLANNING

AND RESEARCH FOR THE SAN RAFAEL CLIMATE ADAPTATION PLANNING COLLABORATIVE, APPROPRIATING FUNDS IN THE AMOUNT OF $644,201 FOR THE

PROJECT, AND AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND ENTER INTO

PROFESSIONAL SERVICE AGREEMENTS FOR THE PROJECT
WHEREAS, the Governor’s Office of Planning and Research administers the Adaptation Planning Grant Program, which provides funding to help fill local, regional, and tribal planning needs, provides communities the resources to identify climate resilience priorities, and supports the development of a pipeline of climate resilient infrastructure projects across the state.

WHEREAS, on June 8, 2023, the Governor’s Office of Planning and Research informed the City of San Rafael that it had been selected as a Round 1 Grantee for the Adaptation Planning Grant Program and $644,200.95 had been awarded for the San Rafael Climate Adaptation Planning Collaborative (“the project”) (Attachment 4).

WHEREAS, the San Rafael Climate Adaptation Planning Collaborative is a collaborative effort between the Canal Alliance, the Multicultural Center of Marin, the County of Marin, the City of San Rafael, and researchers at the University of California, Berkeley.

WHEREAS, this grant funding will allow the City and project partners to accomplish the proposed grant work plan (Attachment 2). Including allowing the project team to work with community members who are disproportionately vulnerable to the impacts of climate change, including sea level rise to cocreate solutions to make San Rafael safer and more resilient. This project will work to improve understanding of climate hazards, prioritize adaptation measures, and build climate capacity within community-based organizations while providing STEM educational opportunities for students from the Canal neighborhood.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Rafael hereby:

1. Accepts the award of grant funding from the Governor’s Office of Planning and Research for the project.

2. Agrees to be bound by all terms and conditions of the grant agreement and any other agreement or instrument as may be required by the Governor’s Office of Planning and Research and as may be necessary to fulfill the terms of the grant agreement and to complete the project.

3. Authorizes the City Manager or their designee to act as a representative of the City, to negotiate and execute on behalf of the City all agreements and instruments necessary to complete the project and to comply with the Governor’s Office of Policy and Research grant requirements, including, without limitation, the grant agreement.

4. Appropriates funds in the amount of $644,200.95 for Project #31104 for the project.

5. Authorizes the City Manager to negotiate and enter into Professional Service Agreements with the following entities: i) Canal Alliance in the amount of $94,000; ii) Multicultural Center of Marin in the amount of $57,000; and iii) the University of California, Berkeley in the amount of $193,000.

I, LINDSAY LARA, Clerk of the City of San Rafael, do hereby certify that the foregoing resolution was duly and regularly introduced and adopted at a regular meeting of the Council of said City on the 17th day of July 2023, by the following vote, to wit:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

LINDSAY LARA, City Clerk
State of California
Governor’s Office of Planning and Research
1400 10th Street. Sacramento, California, 95814
[email protected] | opr.ca.gov
Governor Gavin Newsom Director Sam Assefa
June 8, 2023
Kate Hagemann
[email protected]
RE: Award Notification – Adaptation Planning Grant Program, Round 1, Planning Grant Award, City of San Rafael , San Rafael Climate Adaptation Planning Collaborative Dear Kate and partners,
The Governor’s Office of Planning and Research is pleased to inform you that City of San Rafael has been selected as a Round 1 Grantee for the Adaptation Planning Grant Program award of $644,200.95 for the San Rafael Climate Adaptation Planning Collaborative. Round 1 of APGP is funded by a FY 2021-2022 budget appropriation from the General Fund. This program provides funding to help fill local, regional, and tribal planning needs, provides communities the resources to identify climate resilience priorities, and supports the development of a pipeline of climate resilient infrastructure projects across the state. Congratulations on your successful application.
`
APGP staff will schedule a kickoff meeting to discuss next steps, to address any outstanding issues or questions identified by staff and the interagency review panel, as well as finalize the partnership and grant agreement. Grantees and Partners will need to work closely and collaboratively with staff to address all issues and finalize the partnership agreement prior to grant execution.

Following execution of the grant agreement, grant funds will be disbursed on a quarterly basis for eligible direct and indirect costs unless otherwise specified. All reimbursed costs must meet the requirements for reimbursable tasks outlined in the grant agreement. Please note that no funds will be reimbursed for costs and expenses incurred prior to grant agreement execution.

We look forward to our partnership in the coming years. If you have any questions, please contact Abby Edwards, APGP Program Manager, at [email protected].

Sincerely,
Sam Assefa
Director
Governor’s Office of Planning and Research
Sam Assefa
General Narrative Questions
Applicant Information
Proposed Project Name: San Rafael Climate Adaptation Planning Collaborative Lead Applicant: City of San Rafael, California
Instructions
• Word counts are listed for each question. Adhering to word counts is strongly recommended, but not required.
• Maps, figures, and pictures may also be included as part of the responses. • Formatting such as bullet points (●, ○, Ø), lettering (a, b, c), or underline may be used to organize responses. Avoid excessive formatting to ensure readability. • Naming conventions for the workbook and application narrative should mirror the following format [Lead Applicant Name – Project Name- Name of Document] for example [City of Albuquerque – Climate Adaptation Plan - Narrative].

Checklist
Use the checklist below to ensure all materials have been submitted as part of the Application. ☐ General Narrative Questions (this Word document)
☐ Workbook (Includes Applicant Summary, Work Plan and Budget) (Excel) ☐ Letters of Support (PDF)
Adaptation Planning Grant Program Round 1 Application Narrative January 6, 2023 _____________________________________________________________________________________

Page 2 ends

Resiliency Program
Project Vision & Priorities
The Canalis a vibrant community of more than 12,000 residents from all over the world; however, it is one of the most vulnerable to climate change in the entire state. The Canal is built upon subsiding reclaimed land that is already lower than today’s high tides. The shoreline is a discontinuous network of public and private assets, which the Army Corps noted was inadequate for flood protection. As sea levels rise, it is becoming more exposed and was identified as the most vulnerable zone in the Bay area to short-term sea level rise (SLR).

According to FEMA, it is more vulnerable than 99% of census tracts in the nation. It is also the most segregated Latino neighborhood in the Bay area, and residents in one tract are more housing burdened than in 99% of other tracts in California.

This project will work with disproportionately vulnerable residents to co -create solutions to build a safer, more resilient community. This project proposes to build on an exciting partnership between the City of San Rafael, the County, the Canal Alliance, the Multicultural Center of Marin, and UC Berkeley. The partners would work collaboratively and with community members to improve the understanding of climate hazards using the most current science and prioritize adaptation measures that will address the community’s short-term needs and minimize risks to housing and safety. This effort would lay a strong foundation for long-term resilience by building climate capacity at community-based organizations and directly connecting Canal students with STEM educational opportunities.

Adaptation Planning Grant Program Round 1 Application Narrative January 6, 2023 _____________________________________________________________________________________

Page 3 ends

Resiliency Program
Community Need & Adaptive Capacity
The Canal neighborhood in San Rafael is a frontline community facing disproportionate impacts of flooding due to climate change. The Canal is the most densely populated area in the County, and more than two-thirds of all occupied housing units meet the Census definition of “overcrowded.” The neighborhood is home to more than 12,000 people, who are predominantly cost-burdened renters. Within one census tract, 91% of housing units are renter-occupied.

Despite relatively high employment rates, nearly one-third of Canal residents live below the federal poverty line.

More than half of residents over 25 do not have a high school diploma. Median per capita income is about onequarter the citywide average and is a designated low-income community according to the California Climate Investments Priority Populations 2022 CES 4.0. The Canal is themost segregated Latino neighborhood in the Bay Area and segregation has worsened over the past decade. In the Canal, more than 90% of residents are of Hispanic/Latino origin and are underrepresented in local and regional government.

This proposal was developed in partnership with two community-based organizations, Canal Alliance and the Multicultural Center of Marin. They will continue to guide the adaptation planning to ensure it is serving community priorities.

VULNERABILITY STATISTICS Statistics for the Canal District census tracts. Data is presented for tract 6041 112202 and 6041112201 respectively I u More housing burdened than 93 &
99%
ol ulhv r ~..,,....,~ CJ lfCl~ ·11 Ckllilu•oia 111
Ill The percent of adults without a high school education is higher than in 86 99%
o1uu~,,,.,.,..,n .,..cl~·,, c.i;1u ·"r"111
do The percent of linguistically isolated householders is higher than in 90 and 99%
olother censustracts !nCallfornla [1]
•
The percent without tree canopy is 89% and

99.5%
The County average is 65.2% 121
The risk Index rating is •very high" when compared to the rest of the U.S.

FEMA 99.5and99%
I of U.S. Census tracts have a lower Risk Index [3)
Sources:
[1] CalEnvironScreen 4.0, [2] Climate Change & Health Vulnerability lndictors for California, [3] FEM A's National Risk Index Adaptation Planning Grant Program Round 1 Application Narrative January 6, 2023 _____________________________________________________________________________________

Page 4 ends

Resiliency Program
Much of San Rafael is already below today’s high tides. As a result, the entire Canal area would be below sea levels anticipated by just 2040. Without action, one-third of the city’s population and two-thirds of its economic base would be permanently inundated by the end of the century.

The Canalis built upon partially reclaimed land, which is subsiding. While much of the land is lower than the Bay it is currently insulated from regular tidal flooding due to a discontinuous system of uncertified levees, pump stations, private lawns, driveways, and seawalls. However, this infrastructure will not provide meaningful protection in the face of a storm nor climate change. A report from the Army Corps in 1990 concluded that, “existing flood control facilities were constructed in a piecemeal manner over a period of decades… the overall system provides only a low level of protection which is inadequate for a densely urbanized area.” This same report identified the risk of possible levee failure due to overtopping. Today, water levels are higher, and failure could have potentially catastrophic impacts due to the high population density, the number of ground-level apartments, and limited evacuation routes. These risks are compounded by high groundwater, rainfall intensification, and risks of tsunamis and seismic impacts due to the construction on fill and presence of soft-story structures.

Land is lower than the Bay
in unknown condition
•••
Adaptation Planning Grant Program Round 1 Application Narrative January 6, 2023 _____________________________________________________________________________________

Page 5 ends

Resiliency Program
While the climate impacts are extensive, residents face even more urgent issues due to escalating housing costs, overcrowding, and the real threat of displacement from one of the only affordable areas in the region. Climate change is significantly increasing the risk of displacement within this generation. Many residents would not have the resources to recover after a disaster.

INQUILINOS RECIBEN ULTIMATUM PARA DESALOJAR
[Renters receive ultimatum to vacate]
Adaptation Planning Grant Program Round 1 Application Narrative January 6, 2023 _____________________________________________________________________________________

Page 6 ends

Resiliency Program
While previous studies identified the vulnerability, different information is needed to bridge the gap between knowledge of the risks and making tangible investments to protect housing and infrastructure. For example, studies have identified risks to the levees, fire stations, and healthcare facilities, but more detail is needed to understand what the critical elevations and exposed components are for those facilities. This project would complete a more detailed vulnerability assessment focused on short-term life-safety risks and cascading impacts from infrastructure failures. This will include gathering fundamental physical data on surface and ground water levels, salinity, hydrologic connectivity, levee conditions, and geophysical conditions to better characterize climate hazards, timing, and impacts. This will include a detailed assessment of the exposure, sensitivity, and potential impact of flooding on critical infrastructure in the exposed area. This analysis would utilize the most current guidance on SLR that incorporates the best-available science from the IPCC’s 6th assessment. This phase will engage the agencies responsible for critical infrastructure, including below-ground assets. A portion of this data gathering will be done through a collaborative community science effort to build capacity and connect Canal students with educational opportunities in STEM fields. Canal Alliance will facilitate participation from students in their University Prep (UP!) program. This will create an opportunity for younger students to work with Berkeley students and faculty. There will be an opportunity for one Canal student to have a year-long paid fellowship. In parallel, the Multicultural Center of Marin would lead community engagement and participatory asset mapping, which will be incorporated into the vulnerability assessment. Adaptation actions would then be prioritized based on those results and community input. This effort would also advance adaptation policies recently integrated into the City’s General Plan.

Adaptation Planning Grant Program Round 1 Application Narrative January 6, 2023 _____________________________________________________________________________________

Page 7 ends

Resiliency Program
Co-Benefits
This collaborative team is focused on advancing social equity and resilience in a community at high risk of displacement due to short-term housing insecurity and climate change. This project would build civic engagement to transform the local decision-making dynamic by educating, empowering, and activating residents to drive placemaking and planning projects that build climate resilience. To foster long-term community resilience this project is also centered on youth engagement. The Canal Alliance’s University Prep (UP!) program supports Latino students from immigrant families to prepare for and complete college and obtain career-path employment that pays livable and equitable wages. This project will create educational opportunities for first-generation students and accelerate the success of immigrants. This project will plant the seeds for longterm community resilience by connecting these students and a year-long fellow with UC Berkeley students and faculty as well as with local government officials.

There are also significant environmental co-benefits for this project. Without action many critical facilities, including wastewater pump stations, are at risk of damage or failure under current conditions. As precipitation events intensify and sea levels rise the risk of failure of these facilities is increasing. Infrastructure failure could lead to public health and water quality impacts. This project seeks to proactively identify those risks. Additionally, the city has committed in its General Plan 2040 to “prioritize natural and green infrastructure solutions” as part of its adaptation planning.

Adaptation Planning Grant Program Round 1 Application Narrative January 6, 2023 _____________________________________________________________________________________

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Resiliency Program
Community Partnership
This project proposes to model a deeply collaborative, community-led climate adaptation planning process that inverts traditional planning processes and centers the community in decision -making. If funded, this project would be completed by a cooperative project team with the following partners. The City of San Rafael will oversee the grant administration and is responsible for implementation. The Canal Alliance works with lowincome Latino residents and community activists on political issues and non -political actions that address public concerns, improve democracy, and promote quality of life in the Canal neighborhood. The Canal Alliance creates civic spaces and leadership development opportunities to ensure that low -income residents have a voice in decisions that affect them and the opportunity to fully participate in democracy at all levels. The Canal Alliance would facilitate student participation in the project, supervise a year-long student fellowship, and integrate community input into project policy recommendations. The Multicultural Center of Marin provides culturally appropriate resources and opportunities in a safe environment to empower and inspire diverse communities to build an inclusive and equitable county they want to live in. Here the Multicultural Center would lead community engagement and participatory asset mapping, which will be incorporated into the vulnerability assessment. The University of California Berkeley, including Professor Dr. Mark Stacey, the Civil and Environmental Engineering Department Chair, and Dr. Kristina Hill, the Program Director of the Institute for Urban and Regional Development and Associate Professor of Landscape Architecture & Environmental Planning and Urban Design , are experts in SLR adaptation and will advise on the technical analysis and community science efforts and supervise students. Professors Hill and Stacey have been working for years at the forefront of coastal climate adaptation research. The Marin County Department of Public Works leads the BayWAVE program, which coordinates all bayside cities and towns to help communities understand and prepare for sea level rise. The County’s multi-jurisdictional coordination is critical, as sea level rise crosses political boundaries and impacts shared resources, utilities, and infrastructure.

SAN RAFAEL CLIMATE ADAPTATION PLANNING COLLABORATIVE
roles and responsibilities
CANAL

ALLIANCE
Integrating
community input into
pol icies & project
recommendations
Facilitating Canal
youth engagement
into community
science efforts
through University
Prep (UP!) program
Fostering civic
engagement to
expand democracy
New partnership
development

UC BERKELEY
Supporting the
analysis of
vulnerabilities &
exposures
Supporting STEM
education through
community science
activities
Analyses by Berkeley
researchers will be
available for the City's
adaptation efforts

MULTICULTURAL

CENTER OF
MARIN
Canal community
engagement
Participatory
community asset
mapping workshops
Reviewing materials
to ensure they are
culturally-relevant
and accessible

CITY OF SAN
RAFAEL

MARIN COUNTY
DPW
Supporting
vulnerability mapping
& analysis
Reviewing project
methodologies &
results
Adaptation Planning Grant Program Round 1 Application Narrative January 6, 2023 _____________________________________________________________________________________

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Resiliency Program
This partnership is well positioned as the City, County, Canal Alliance, and Multicultural Center, are currently collaborating on a climate project. These partners already have both formal and inf ormal working relationships in place that would allow this project to hit the ground running. The partners have collaborated on several past projects, and staff bring years of professional experience on these issues to bear. Another strength of this collaboration is the diversity of knowledge that each partner brings to the table, including expertise in physical sciences, policy, housing, equitable and culturally relevant community engagement, community resiliency, data, and mapping. Most importantly, the community-based organizations, the Canal Alliance and the Multicultural Center of Marin, bring decades of experience and relationships with this frontline community. This funding would help build professional climate adaptation capacity at these two organizations. Building this capacity will help traditionally under-resourced communities shape adaptation decisions and investments.

Adaptation Planning Grant Program Round 1 Application Narrative January 6, 2023 _____________________________________________________________________________________

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Resiliency Program
Workplan and Budget
The proposed budget is focused on four primary capacity-building strategies. These concurrently deepen understanding of physical and community infrastructure to identify opportunities to strengthen community resilience. The budget is directed toward (1) improving the fundamental science that is the basis of adaptation decision-making, (2) analyzing the vulnerability of critical infrastructure and community assets in partnership with residents, (3) evaluating and prioritizing adaptation actions to bolster public health and safety, and (4) developing an actionable implementation plan.

To support this, a technicalsubcontractor will be used throughout, but primarily for tasks 1, 2, and 3 to gather better information on surface water, groundwater, geotechnical data, critical elevations and thresholds for infrastructure, and to analyze vulnerabilities and protective measures. This cost includes consultant staff, monitoring equipment, and coordination with partners.

Across all activities, funding is explicitly structured to build long-term community capacity in the Canal at the professionallevel, among students, and residents. All technical analysis is paired with community participation.

Resources are allocated to peer-to-peer learning, engagement, language access, partnership development, and facilitating participation in meetings and decision-making processes. To maximize community benefit, the requested funds would be directed toward partner staff time. Cost estimates for staff time are based on actual salaries or currently negotiated rates and include benefits and a COL adjustment. To facilitate learning and capacity building, a travel budget is included to facilitate three Canalstudents’ attendance at one relevant convening, such as the National Adaptation Forum or equivalent.

Project Plan
ACTMTY
Task la (charachterize climate hazards)
Task lb (community science)
Task 3a (community engagement to
prioritize actions)
Task 4a (prioritize adaptation actions)
Task 4b (fina l community e ngagement)
Task 4c (final adaptation strategy)

STAKTING
MOHTH
u 13
24-sep
14 15
24-0ct 24---NoY 24-0ec
17 25-Jan
18 19 20
25-Feb 25-Mar 25-Apr
Attachment 4: Roles and Responsibilities outlined in the grant application to the Office of Policy & Research’s Adaptation Planning Grant Program Proposal Name: San Rafael Climate Adaptation Planning Collaborative Lead Applicant: City of San Rafael
Cap/Threshold Summary Table Direct Costs Indirect Costs Cap/Threshold 80-100% 0-20%
Calculated 84.4% 18.5%
Total $ 543,731.00 $ 100,469.95
Cost Description Cost Type Cost per unit (Examples:

Hourly rates, fees, etc.)
Number of Units
(Example: Hours
worked, fee cost, etc.)
Total APGP
Funds [Task 1] [Task 2] [Task 3] [Task 4] [Task 5] [Task [X]] Total APGP Funds [Cross Check]
Canal Alliance - Policy Manager
Engagement, Outreach,
Education, and Training $ 48.00 840 $ 40,320.00 $ 30,240.00 $ 2,016.00 $ 2,016.00 $ 2,016.00 $ 4,032.00 $ 40,320.00 Canal Alliance - Director of Policy and Civic
Engagement
Co-Applicant / Partner Staff
Costs $ 63.00 150 $ 9,450.00 $ 7,087.50 $ 472.50 $ 472.50 $ 945.00 $ 472.50 $ 9,450.00 Canal Alliance - University Prep (UP!) student
fellow
Engagement, Outreach,
Education, and Training $ 25.00 750 $ 18,750.00 $ 15,000.00 $ 937.50 $ 937.50 $ 937.50 $ 937.50 $ 18,750.00 UC Berkeley - Researcher
Co-Applicant / Partner Staff
Costs $ 45.00 2,075 $ 93,375.00 $ 37,350.00 $ 28,012.50 $ 4,668.75 $ 14,006.25 $ 9,337.50 $ 93,375.00 UC Berkeley - Faculty
Co-Applicant / Partner Staff
Costs $ 80.00 500 $ 40,000.00 $ 16,000.00 $ 12,000.00 $ 2,000.00 $ 6,000.00 $ 4,000.00 $ 40,000.00 UC Berkeley - Faculty
Co-Applicant / Partner Staff
Costs $ 80.00 250 $ 20,000.00 $ 8,000.00 $ 6,000.00 $ 1,000.00 $ 3,000.00 $ 2,000.00 $ - $ 20,000.00 UC Berkeley - Undergraduate student assistant
Engagement, Outreach,
Education, and Training $ 5,000.00 3 $ 15,000.00 $ 15,000.00 $ - $ - $ - $ - $ - $ 15,000.00 MCM - Community Resilience Manager
Engagement, Outreach,
Education, and Training $ 65.00 500 $ 32,500.00 $ - $ 9,750.00 $ 9,750.00 $ 9,750.00 $ 3,250.00 $ 32,500.00 MCM - Executive Director
Engagement, Outreach,
Education, and Training $ 84.00 58 $ 4,872.00 $ - $ 1,461.60 $ 1,461.60 $ 1,705.20 $ 243.60 $ 4,872.00 Equipment costs
Engagement, Outreach,
Education, and Training $ 1,500.00 5 $ 7,500.00 $ 7,500.00 $ - $ - $ - $ - $ - $ 7,500.00 San Rafael subcontractors Subcontractor Staff Costs $ 220,000.00 1 $ 220,000.00 $ 70,400.00 $ 83,600.00 $ 44,000.00 $ 22,000.00 $ - $ - $ 220,000.00 New partnership development
Engagement, Outreach,
Education, and Training $ 6,000.00 1 $ 6,000.00 $ 4,200.00 $ 600.00 $ 600.00 $ 600.00 $ - $ - $ 6,000.00 Community Meeting Costs (workshop materials,
stippends, childcare)
Program Meeting/Workshop
Attendance $ 1,500.00 6 $ 9,000.00 $ - $ 2,970.00 $ 2,970.00 $ 3,060.00 $ - $ - $ 9,000.00 Translation and printing costs
Language and Information
Access $ 500.00 18 $ 9,000.00 $ 900.00 $ 2,700.00 $ 2,700.00 $ 2,700.00 $ - $ - $ 9,000.00 Peer-to-peer learning supporting Canal Alliance
student participants Travel Costs $ 2,500.00 3 $ 7,500.00 $ 7,500.00 $ - $ - $ - $ - $ - $ 7,500.00 Final and interim reporting and evaluation
(including project case study) Evaluation Activities (see Task 5) 1 $ - $ - $ - $ - $ - $ - Note: The evaluation activities will be completed by project partners. The total for task 5 ($24,273) represents 4% of the project budget. It is presented as a task to avoid double counting.

Canal Alliance - indirect costs (15%) Indirect Administrative Costs $ 12,303.00 1 $ 12,303.00 $ - $ - $ - $ 12,303.00 $ - $ - $ 12,303.00 Note: indirect rates would be charged incrementally as the project tasks are completed. Here indirect costs are shown in the final task for simplicity.

UC Berkeley - indirect costs (15%) Indirect Administrative Costs $ 25,256.25 1 $ 25,256.25 $ - $ - $ - $ 25,256.25 $ - $ - $ 25,256.25 Note: indirect rates would be charged incrementally as the project tasks are completed. Here indirect costs are shown in the final task for simplicity.

MCM - indirect costs (20%) Indirect Administrative Costs $ 9,584.00 1 $ 9,584.00 $ - $ - $ - $ 9,584.00 $ - $ - $ 9,584.00 Note: indirect rates would be charged incrementally as the project tasks are completed. Here indirect costs are shown in the final task for simplicity.

MCM - staff costs (tax and benefits at 28%)
Co-Applicant / Partner Staff
Costs $ 10,464.00 1 $ 10,464.00 $ - $ - $ - $ 10,464.00 $ - $ - $ 10,464.00 City of San Rafael Indirect costs (10%) Indirect Administrative Costs $ 53,326.70 1 $ 53,326.70 $ - $ - $ - $ 53,326.70 $ - $ - $ 53,326.70 Note: indirect rates would be charged incrementally as the project tasks are completed. Here indirect costs are shown in the final task for simplicity.

Totals $ 644,200.95 $ 219,177.50 $ 150,520.10 $ 72,576.35 $ 177,653.90 $ 24,273.10 $ - $ 644,200.95 34% 23% 11% 28% 4% 0%
CA $ 82,020.00 direct project total $ 533,267.00
. $ 12,303.00 indirect indirect $ 100,469.95 0.155960574 CA total $ 94,323.00
MCM $ 37,372.00 direct
$ 5,605.80 indirect
MCM total $ 46,956.00
Berkeley direct $ 168,375.00
$ 25,256.25 indirect
$ 298,826.70
city indirect $ 579,780.86
$ 64,420.09
Budget

1. Applicants should fill in the cells labeled "N/A" only. Do not edit any shaded cells, headers, or cells with formulas included, specifically the entire Indirect Cap Check, "Total APGP Grant Funds", and "Check" columns.

2. Populate each Task from the workplan into the "Task" columns

3. Total APGP Grant Funds will calculate based on the "Cost per Unit" and "Number of Units". Use the "Task" columns to allocate each budget line item. The sum of the Task columns should equal the "Total APGP Grant Funds".

4. To add a Task Column, right click on "Task[X], and "Insert Table Columns to the Left." This will ensure that the formulas properly extend across all tasks.

5. Cost per Unit and Number of Units may correspond to supplies, staff hours and rates, or estimated subcontracts (where the “unit” may equal “1”)

6. The cells in column L will highlight red if the sum of the Tasks is different than the "Cost per Unit" x "Number of Units"

7. Cost Descriptions for personnel should clearly identify organizations and positions. For example: “City of [Example] – Outreach Specialist”

8. To view an example go to tab #6 "Example - Budget". For an explanation of "Cost Type" go to tab #7 "Reference". ____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 5.a
Meeting Date: July 17, 2023

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Public Works
Prepared by: April Miller, Director of Public Works
Thomas Wong, Senior Management
Analyst
City Manager Approval: ________
TOPIC: BAYPOINT LAGOONS ASSESSMENT DISTRICT
SUBJECT: RESOLUTION CONFIRMING THE ENGINEER’S ANNUAL REPORT FOR THE

BAYPOINT LAGOONS ASSESSMENT DISTRICT AND THE ASSESSMENT

DIAGRAM CONNECTED THEREWITH AND ORDERING THE LEVY AND
COLLECTION OF ASSESSMENTS FOR FY 2023-24
RECOMMENDATION: Staff recommends the City Council hold a public hearing and adopt the resolution ordering the levy of assessments.

BACKGROUND: To comply
with provisions of the
Landscaping and Lighting
Act of 1972, which governs
this type of assessment
district, the City Council must
approve an Engineer’s report
annually. On June 20, 2023
City Council approved three
resolutions in accordance
with this year’s Engineer’s
Annual Report and
assessment process:

1. Resolution directing filing of Engineer’s FY 2023-24 Annual Report.

2. Resolution approving Engineer’s FY 2023-24 Annual Report.

3. Resolution of intention to order improvements and setting a public hearing on the annual assessment for the City Council meeting of July 17, 2023.

The Baypoint Lagoons Landscaping and Lighting District (Assessment District) was formed in 1990 to protect and enhance wildlife habitat and water quality in the Baypoint (Spinnaker) Lagoons, the adjacent ponds, and diked salt marsh. There are four total ponds/lagoons located within the Assessment District. Maintenance provided by this district has historically included Assessment District boundaries in East San Rafael (yellow) SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
mowing around the lagoon, replanting areas with native vegetation, and eradicating exotic plants such as cattails.

Since the mid-2000’s, the Baypoint Lagoons Homeowners Association (HOA) has taken a more active role in the landscaping of the lagoon areas. In recent years the HOA, as opposed to the Assessment District, has funded landscaping and biannual mowing of the grass around the lagoon.

In 2015, the landscaping and eradication of non-native species moved to a manageable maintenance level, the HOA approached the City with two major concerns: the odor nuisance seasonally emitted from the lagoons and the related need for improvements to the nearby Cayes Stormwater Pump Station. The homeowners agreed Assessment District funds could be used towards these priorities.

The Assessment District has three dedicated funds:

1. Eradication of Exotic Plants Fund
The Eradication of Exotic Plants Fund was established as the primary funding source to protect and enhance the wildlife habitat in the lagoons, ponds and diked salt marsh located within the district parameters. As noted, the HOA took over the maintenance of the waterfront around the lagoon in the mid-2000’s. Since that time, the City has performed occasional maintenance of the vegetation within the lagoon and on the islands.

The Eradication of Exotic Plants Fund balance as of June 30, 2023, is anticipated to be $44,986.

2. Environmental Monitoring Fund
This fund was set up to address the homeowners’ concern over the odor emitted from the lagoons in the summer months. While the salt pond (the major source of the odor) falls within the boundary of the Assessment District, the pond itself is on private property and therefore is not within the Assessment District’s responsibility to maintain. However, due to their proximity to the pond and the odor emitted from the main lagoon as well, members of the Assessment District approached the City in 2014 requesting that funds from the District be allocated to further study odor control options for all lagoons. Since that time, the City completed a comprehensive study of lagoon health and options for odor control with Siegel Environmental.

In 2017, the City also applied for a grant to the San Francisco Bay Restoration Authority Measure AA grant for the restoration of Spinnaker Marsh and Shoreline Flood Protection measures. The project would aim to not only reinforce the levee but resolve long-time odor issues resulting from the seasonal drying of the marsh. However, the 2017 grant application was ultimately turned down and there was some homeowner opposition to the proposed levee.

The City reapplied for the same grant in the fall of 2019 after extensive outreach by the HOA. While the grant application was accompanied by over 100 support letters, more than a dozen neighbors remained opposed to the project. In March 2020, the grant application was turned down once again with the granting agency, the San Francisco Bay Restoration Authority, noting that the remaining resident opposition to the project may inhibit CEQA compliance.

The Environmental Monitoring Fund balance as of June 30, 2023, is anticipated to be $44,854.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3

3. Cayes Stormwater Pump Station Improvements Fund
Though the Cayes Pump Station is located just outside the Assessment District, the station serves as the key drainage facility and its regular pumping action keeps it as the odor regulator for the district’s lagoon. The Assessment District is concerned with improving the functionality and remote operability of the 50-year-old pump station, and since 2006 has set aside money every year to fund control system improvements. Bringing the control system up to date would allow for a more automated method of control of the water level to reduce the potential odors caused by hot weather and algae growth.

The Cayes Stormwater Pump Station Improvements Fund is expected to have a balance of $73,470 as of June 30, 2023.

The City Council is responsible for filing and approving an Annual Engineer’s Report for the Assessment District, including a proposed levy and assessment for the upcoming fiscal year. Prior to the final approval of the report each year, the City Council must hold a public hearing to provide members of the public with an opportunity to comment on the Annual Report and proposed assessment. Pursuant to the Landscaping and Lighting Act of 1972, the purpose of the public hearing is to comply with requirements of the California Streets and Highways Code (sections referenced):

1. (Section 22628) Any interested person, prior to the conclusion of the hearing, may file a written protest with the clerk, stating their objection to the assessment and Engineer’s report as filed.

2. (Section 22630) During the hearing, the City Council may order changes in any of the matters provided in the Engineer’s report.

3. (Section 22630.5) If there is a majority protest against the increase of the assessment from any previous year, the proposed increase in the assessment shall be abandoned.

4. (Section 22631) If a majority protest has not been filed, the City Council may adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed.

ANALYSIS: To advance the goals of homeowners and the Assessment District, the City has undergone two major efforts in the previous two years. The first was the engineering and design of the reconstruction of Cayes Pump Station. In 2021 a design contract was awarded to Cammisa + Wipf and design up to 90% electrical plans with a construction estimate was completed. The estimated cost exceeded the amount of money in the pump station fund. As part of the fiscal year 2023-24 Capital Improvement Program (CIP), the City will be evaluating the entire storm drain system including pump stations as part of the Storm Drain Master Plan to determine where the City’s limited stormwater funds will be allocated. The larger pump station project will have to wait until this process is complete to see where it ranks citywide. In fiscal year 2023-24 the City will explore the replacement of the automatic pump controls. Currently the City receives many requests to recharge the lagoon for odor control and help remove water before large storms instead of just allowing the lagoons to rise and fall with the tides. Replacing the flap gate and controls with a gate that can be controlled from dry ground will allow the city to improve safety and response time.

In addition, some of the residents of the Assessment District have approached the City about vegetation and invasive species. The City is working to secure a consultant to assist with determining potential viable alternatives to address these issues.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 4
The activities for the Assessment District Fund during fiscal year 2022-23 were as follows:

July 1, 2022 - Fund Balance $204,245
Revenues
Assessments $24,100
Interest $1,224
Total Revenues $25,324
YTD Expenditures
County Admin Fee $386
Engineer's report $7,293
Contractual Services Adjustment $90
Total Expenditures (proj.) $7,769
Projected June 30, 2023 Fund Balance $221,800*
* The Engineer’s Report approved on the June 20, 2023 meeting had a typo that incorrectly stated the projected fund balance by exactly $20. This error has been corrected on the attached Engineer’s Report.

The attached resolutions provide for filing and approval of the Engineer’s fiscal year 2023-24 Annual Report for the District and setting the public hearing on the assessments.

FISCAL IMPACT: All revenues and expenses are generated by the Assessment District and are contained within the Baypoint Lagoons Assessment District Fund (Fund No. 235). The proposed fiscal year 2023-24 assessment is $131.44 per parcel, which has remained unchanged since 1996. The proposed assessment is estimated to generate $25,368 in revenues supporting planned Assessment District activities for this fiscal year. The City does incur indirect General Fund costs as it relates to staff time spent monitoring and adjusting the lagoon water level, as well as managing the capital improvements at the Cayes Stormwater Pump Station. The Assessment District pays for all direct contracted costs.

ENVIRONMENTAL ANALYSIS: Landscaping and lighting district assessments are exempt from the California Environmental Quality Act (CEQA) under Guidelines Section 15378 (b) (4), because government fiscal activities which do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment are not considered a project.

OPTIONS: The City Council has the following options to consider relating to this item:

1. Conduct the public hearing and adopt the resolution, thus ordering the levy of assessments for fiscal year 2023-24.

2. Do not adopt the resolution, which will result in no levy of assessments for fiscal year 2023-24. This may result in an inability to perform the required improvements in the Assessment District as there will be no revenue collected in the coming year if the levy of assessments is not approved.

RECOMMENDED ACTION: Staff recommends the City Council hold a public hearing and adopt the resolution ordering the levy of assessments.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 5
ATTACHMENTS:

1. Resolution ordering the levy and collection of assessments for fiscal year 2023-24

2. Public Hearing Notice

3. Engineer’s Annual Report Fiscal Year 2023-24
RESOLUTION NO.

RESOLUTION OF THE SAN RAFAEL CITY COUNCIL CONFIRMING THE ENGINEER’S ANNUAL REPORT FOR THE BAYPOINT LAGOONS ASSESSMENT

DISTRICT AND THE ASSESSMENT DIAGRAM CONNECTED THEREWITH AND ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR FY 2023-24 ______________________________________________________________________ WHEREAS, in accordance with Chapter 3 of the Landscaping and Lighting Act of 1972, the City Council directed Al Cornwell, Engineer of Work for the Baypoint Lagoons Landscaping and Lighting District, City of San Rafael, Marin County, California, to prepare and file an annual report for fiscal year 2023-24, a copy of which report is on file in the Department of Public Works and incorporated herein by reference; and WHEREAS, on June 20, 2023 the City Council adopted its resolution of intention to levy and collect assessments within the assessment district for fiscal year 2023-24 and set a public hearing to be held on July 17, 2023; and WHEREAS, the Engineer’s Annual Report establishes the fiscal year 2023- 24 assessment at $131.44 per parcel, unchanged since 1996; and WHEREAS, at the public hearing, the City Council provided an opportunity for interested parties to comment on the annual report, either in writing or orally, and the City Council has considered such comments;
NOW, THEREFORE IT IS HEREBY RESOLVED that the City Council does hereby confirm the diagram and assessments as set forth in the annual report of the Engineer of Work and does hereby levy the assessments set forth therein for fiscal year 2023-24.

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

LINDSAY LARA, City Clerk
RESOLUTION NO. 15230

SAN RAFAEL CITY COUNCIL RESOLUTION OF INTENTION TO ORDER

IMPROVEMENTS AND SETTING A PUBLIC HEARING ON THE ANNUAL ASSESSMENT FOR THE CITY COUNCIL MEETING OF JULY 17, 2023

BAYPOINT LAGOONS LANDSCAPING AND LIGHTING DISTRICT
(Pursuant to the Landscaping and Lighting Act of 1972)
__________________________________________________
THE CITY COUNCIL OF THE CITY OF SAN RAFAEL RESOLVES that:

1. The City Council intends to levy and collect assessments within the Baypoint Lagoons Landscaping and Lighting District, City of San Rafael, Marin County, California, during the fiscal year 2023-24. The area of land to be assessed is located in the City of San Rafael, Marin County.

2. In accordance with this Council’s resolution directing the filing of an Engineer’s Annual Report, Al Cornwell, Engineer of Work, has filed with the City Clerk the report required by the Landscaping and Lighting Act of 1972. All interested persons are referred to that report for a full and detailed description of the improvements, the boundaries of the assessment district and the proposed assessments upon assessable lots and parcels of land within the assessment district.

3. The proposed assessment does not increase the assessment from the previous year.

4. On Tuesday, the 17th of July, 2023 at the hour of 7:00 o’clock P.M., the City Council will conduct a public hearing on the question of the levy of the proposed annual assessment. The hearing will be held both in person at the City Council Chambers as well as virtually through Zoom at the webinar location listed on the agenda online at https://www.cityofsanrafael.org/departments/public-meetings/, as well as being streamed to YouTube at www.youtube.com/cityofsanrafael.

5. The City Clerk is authorized and directed to give the notice of hearing required by the Landscaping and Lighting Act of 1972 by publishing a copy of this resolution once in the Marin Independent Journal, publication to be completed not less than ten (10) days before July 17, 2023.

I, LINDSAY LARA, Clerk of the City of San Rafael, hereby certify that the foregoing resolution was duly and regularly introduced and adopted at a regular meeting of the Council of said City on the 20th day of June 2023, by the following vote, to wit:

AYES: COUNCILMEMBERS: Bushey, Hill, Kertz, Llorens Gulati & Mayor Kate NOES: COUNCILMEMBERS: None
ABSENT: COUNCILMEMBERS: None

LINDSAY LARA, City Clerk

ENGINEER'S ANNUAL REPORT
FOR

BAYPOINT LAGOONS LANDSCAPING

AND LIGHTING DISTRICT
2023 - 2024

FOR THE CITY OF SAN RAFAEL

CALIFORNIA

COUNCIL MEETING
JUNE 20, 2023
First Meeting
JULY 17, 2023
Second Meeting
Prepared By:

City of San Rafael

Page 1 ends

ENGINEER'S ANNUAL REPORT
2023-2024

BAYPOINT LAGOONS LANDSCAPING AND LIGHTING DISTRICT

CITY OF SAN RAFAEL, MARIN COUNTY, CALIFORNIA
(Pursuant to the Landscaping and Lighting Act of 1972)
The undersigned respectfully submits the enclosed annual report as directed by the City Council.

DATED: ____________, 2023

CITY OF SAN RAFAEL
Al Cornwell, City of San Rafael, Engineer of Work
By ______________________________________
I HEREBY CERTIFY that the enclosed Engineer's Annual Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the ____________________ day of ___________________, 2023.

LINDSAY LARA, City Clerk, City of San Rafael, Marin County, California
By ______________________________________
I HEREBY CERTIFY that the enclosed Engineer's Annual Report, together with Assessment and Assessment Diagram thereto attached, was filed with the County Auditor of the County of Marin on the ____________________ day of ____________________, 2023.

LINDSAY LARA, City Clerk, City of San Rafael, Marin County, California
By ______________________________________

Page 2 ends

ENGINEER'S ANNUAL REPORT
2023-2024

BAYPOINT LAGOONS LANDSCAPING AND LIGHTING DISTRICT

CITY OF SAN RAFAEL, MARIN COUNTY, CALIFORNIA
(Pursuant to the Landscaping and Lighting Act of 1972)
City of San Rafael, Engineer of Work for Baypoint Lagoons Landscaping and Lighting District, City of San Rafael, Marin County, California, makes this annual report, as directed by the City Council, by its Resolution No. ___________, adopted ______________, 2023.

The improvements which are the subject of this report are briefly described as follows:

Creating, maintaining, and monitoring open space habitat. Each year for the foreseeable future, cattail removal will be undertaken to enhance the habitat. After at least five years of cattail eradication, a monitoring assessment will be completed to document the effectiveness of the removal effort. The monitoring will be done in accordance with the proposal for SPINNAKER LAGOON MANAGEMENT, as prepared by Resource Management International, Inc. previously known as Western Ecological Services Company, Inc., dated February 25, 1998, and the letter dated November 28, 1999 by Wetlands Research Associates. The future Report will reflect anticipated costs to provide funds for the monitoring program necessary to demonstrate the contingent viability of the diked marsh area. Future monitoring is the best way to demonstrate to interested agencies the success of the mitigation program that is the responsibility of the district.

This report consists of six parts, as follows:

PART A - Plans (SPINNAKER LAGOON MANAGEMENT PLAN, WETLAND RESEARCH ASSOCIATES LETTER, and PACIFIC OPEN SPACE, INC. LETTER) for the improvements are filed with the City Clerk. Although separately bound, the plans and specifications are a part of this report and are included in it by reference.

PART B - An Amended Estimated Cost of the Assessment District.

PART C - Assessment Roll - An assessment of the estimated cost of the improvement on each benefited parcel of land within the assessment district.

PART D - Method of Apportionment of Assessment - A statement of the method by which the undersigned has determined the amount proposed to be assessed against each parcel.

Page 3 ends

PART F - Assessment Diagram - A diagram showing all of the parcels of real property within this assessment district. The diagram is keyed to Part "C" by assessment number.

Respectfully submitted,
City of San Rafael
By ______________________________________
Al Cornwell, City of San Rafael, Engineer of Work
PART A

Page 4 ends

Plans for the maintenance and improvement of the lagoon are the monitoring portions of the report prepared by Western Ecological Services Company, Inc., dated May 31, 1996 and titled REVISED PROPOSAL FOR 1998 and 1999 BUDGET FOR SPINNAKER LAGOON MANAGEMENT, the Letter Report prepared November 28, 1999 by Wetlands Research Associates, Inc., the Letter Proposal prepared by Pacific OpenSpace dated August 9, 1999, and subsequent documents and contracts between Pacific OpenSpace and the City of San Rafael. These documents have been filed previously with the clerk of the legislative body and are incorporated in this report by reference.

The actual eradication of the cattails has been handled directly through a City contract. Several years ago, the City obtained a number of preliminary proposals to completely eliminate the cattails from the entire lagoon. At that time, the estimated cost to do this work was $90,000. Since the Assessment District was not able to fund the amount from a single annual assessment, the City developed a program to complete a portion of the eradication each year on an on-going basis, thereby arresting future expansion of the cattail area and slowly reclaiming the lagoon from the emerging cattail areas. In addition, the City also began replanting some areas with native vegetation.

The fund to eradicate exotic plants has remained constant with no additional allocation. The fund value is currently $55,000.00.

In past years, additional weed abatement was performed by Pacific OpenSpace, Inc. under the direction of the City. The Pacific OpenSpace maintenance crew performed weed control in the form of mowing at Baypoint Lagoon during 2005. The major focus of their work was the eradication of broadleaf perennials, such as bristly ox-tongue (Picris echioides) and fennel (Foeniculum vulgare), as well as perennial weeds such as Harding grass (Phalaris aquatica). The most recent maintenance mowing by Pacific OpenSpace took place on March 21, 2006 followed by spraying of broadleaf weeds on May 15, 2006. In 2006 the contract between the City and Pacific OpenSpace lapsed, and the second mowing was not completed with Assessment District funds. No mowing using Assessment District funds occurred during the 2016-2017 fiscal year.

The Homeowners Association has continued to take an active role in managing and directing the Assessment District. Representatives from the Homeowners Association have met on numerous occasions with the District Engineer, the City’s engineering staff and the City’s maintenance staff regarding the management and operations of the lagoon and surrounding open area. These meetings started a number of years ago and have continued, allowing the homeowners to gain expertise and insight into the original intentions of the Assessment District and develop ideas and plans to make the best use of the Assessment District funds. The most recent discussion took place in 2023.

Based on the active role that the homeowners have taken, much of the annual landscape control maintenance work that had previously been completed by the District is being paid for directly by the Homeowners Association. This includes the annual or bi-annual mowing around the lagoon.

In early 2015, the Baypoint homeowners approached Nader Mansourian, then Director of Public Works, with two concerns relative to the assessment district. The first concern was the seemingly hopeless task of obtaining adequate funds to replace and upgrade the City of San Rafael’s Cayes Storm Water Pump Station, and the second, the more immediate need, to address the odor nuisance from the Lagoon.

PART A

Page 5 ends

First Concern:

Since 2006, the Assessment District has set aside money every year to fund improvements to the Cayes Storm Water Pump Station. The amount of set aside started small, $5,000.00, and has increased to approximately $15,000.00 annually. However, in Fiscal Year 2018-2019 maintenance to clean the pump station and outfall was undertaken which reduced Cayes Pump Fund (see below).

The amount set aside is designated to fund the control improvements to the pump station to bring the control system up to date and allow a more automated control of the water level to reduce the potential for hot weather odors and algae growth. This fund now stands at $157,000.00. The cost of the controls system has increased steadily over the years, and there has never been a formal assessment of the specific control system improvements needed to automate the system. The Homeowners Association would like to work with the City to use District funds to undertake a formal study to determine the feasibility, cost, and potential benefit of enhancing the control systems at the Cayes Storm Water Pump Station, with specific emphasis on alleviating the unpleasant odors which emanate from the lagoon. As noted below, this more pressing need (odor control) has been the focus of the homeowners, and the funds normally anticipated to be added to the fund from 2015-2016 and 2016-2017 assessments have been used for other benefits.

Nevertheless, an additional $10,000 allocation from the 2020-2021 assessments is suggested for the coming year.

Second Concern:

In the summer of 2014, the odor complaints continued to get worse, and the funding for the improvements to the Cayes Storm Water Pump Station continued to be short of what was needed to fund the pump station improvements. Members of the Assessment District approached the City and requested that funds from the district be allocated to further study options to control the odor.

In January, 2015, the City Council, acting on the request from the members of the Assessment District, authorized the Public Works Director to engage Siegel Environmental to study the problem and suggest solutions to the odor problems that might be accomplished without changing the controls at the pump station. The cost of the study was $35,485.00, and the members of the Assessment District agreed to fund this out of the set aside funds available in the district. The study was completed in February, 2016, and the District paid the appropriate invoices.

The result of this work reduced the overall funds available. Since the work was environmentally driven, the District paid for the study from the set-asides allocated as the Environmental Monitoring Fund. This reduced the Environmental monitoring fund to $31,515.00. For the subsequent two years the set-aside from the District has continued to grow this balance. Based on the contribution since 2016, the fund is $51,515. No additional funds will be added for 2020-2021.

Environmental Monitoring: It is anticipated that a complete monitoring of the environmental health of the lagoon will be required at some time in the future. This year no additional allocation is being recommended for the 2020-2021 expenditures. The fund will remain at $51,515.00 in June, 2021.

Cayes Storm Water Pump Station: The homeowners continue to desire to add motor controls to better regulate the level of the lagoon. This would require that additional control devices be integrated into the Cayes Storm Water Pump Station. The District is allocating $10,000.00 of next PART A

Page 6 ends

year’s expenditures toward further analysis of the Cayes Storm Water Pump Station controls. The fund is projected to hold $167,000.00 in June, 2021.

Eradication of Exotic Plants: This fund has remained the same for many years, anticipating removal of invasive and exotic plants and debris. In earlier years, the District removed grass and cattails along with mowing the waterfront. As noted above, the Home Owners Association took over the maintenance of the water front around 2006. Since that time the City has performed sporadic maintenance on the vegetation within the lagoon which is difficult to reach from the shoreline. Until the 2019-2020 fiscal year, the City did this with its own maintenance staff and did not charge the district for the work. The fund will remain at 39,178.00 in June 2021. 2017 – 2018 Activities
During Fiscal Year 2017-2018 the City, on behalf of the District, has made several inquiries into obtaining additional funding for restoration of the Lagoon. In the fall of 2017, the City made a grant application to the San Francisco Bay Restoration Authority under the Authority’s First Round of Measure AA Funding. Unfortunately, the City’s project was not chosen. In addition, the City has continued to work with Mr. Stuart Siegel (Siegel Environmental and Adjunct Professor at San Francisco State University to try and persuade the San Francisco Bay Joint Venture to accept the project in order to demonstrate to the Restoration Authority that the project has been “vetted” and has support from the environmental community. These efforts are on-going. As with many grant applications, final approval may be several years in the future. 2018 – 2019 Activities
During Fiscal Year 2018-2019 the City contracted with Ghilotti Construction to clean the pump station and outlet pipes to improve flow. The cost of the work was $32,111.00. This was paid out of the Pump Station Fund, reducing it to $103,899. ($136,000 - $32,111 = $103,899) 2019 – 2020 Activities
During Fiscal Year 2019-2020 the Homeowners Association requested that the City provide maintenance to remove non-native vegetation which had be a growing concern to the viability of the lagoon. The City completed two tasks relating to long-term maintenance on the lagoon and two others on the pump station. The first was to improve the maintenance operation on the pump station. This included the annual cleaning and debris removal before the beginning of the rainy season. The City included this work as part of the routine maintenance required for the pump station and did not charge the District for that work. The second task was to upgrade the controls and improve their responsiveness and long term viability. The City contracted this work through the City’s Stormwater Maintenance Fund and expects the District to reimburse the fund. This will reduce the Pump Station Control Fund.

A discussion of the two maintenance tasks follow:

The first task was algae removal and was performed by Solitude Lake Management, LLC. This work was completed in the fall of 2019. The work included having a pontoon watercraft fitted with a skimmer remove the surface algae from the pond and place it along the shoreline. The City’s PART A

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maintenance staff then removed the algae from the site. The outside (Solitude Lake Management, LLC) cost for this work was $11,550. The City did not assess the District for the work done by City staff and equipment.

The second effort removed the cattail vegetation from the pond and pampas grass and debris from the islands, some of which was hampering the operations of the gate and pipe connection at the outlet to San Rafael Bay. The City first lowered the level in the lagoon to allow better access to the cattails. Then the City contracted Forster and Kroeger Landscape to hand cut the cattails below the lowered waterline and remove them from the site. The cost of the cattail removal was $4,272 and again the City did not charge the District for the City’s staff and equipment.

The total cost of the work was $15,822 ($11,550 + $4,272). This was paid out of the Eradication of Exotic Plants Fund reducing it to $39,178 ($55,000 - $15,822). Since this type of work will be likely be needed at regular intervals in the future we are allocating $16,000 of the 2020-2021 assessment budget to the Eradication of Exotic Plants Fund replacing that spent in the 2019-2020 year.

The cost of the upgrades to the controls of the Cayes Pump Station was $42,007.50. The expenses below shown a reduction in the Pump Station Control Fund of this amount reducing the Fund from $156,000 to $114,992.50. These reductions are reflected in Part B below. 2020 – 2021 Activities
At the request of the Homeowners and noted in the 2020-2021 Report, the City is coordinating an effort to help reduce odors and better manage both the water levels in the lagoon and the lagoon itself. On behalf of the homeowners and the District, the City has entered into two contracts, one with Cammisa + Wipf and another Foth and Van Dyke to provide various improvements. Cammisa + Wipf is designing a control system for the Cayes Pump Station and Foth and Van Dyke is designing an aeriation system in addition to monitoring water quality.

The City contracted with Cammisa + Wipf to design lagoon control improvements to better manage the water levels in the lagoon. Cammisa + Wipf is currently designing those controls. The Cammisa + Wipf contract is for $74,100 and Cammisa + Wipf are approximately 50% complete as of April 2021. The cost to upgrade and rehabilitate the pump station is estimated to be in the range of $400,000 to $500,000. The City will be including that amount in future Capital Improvement Budgets to supplement the contribution from the District. The District will continue to make an allocation of 2021-2022 assessment proceeds to the Pump Station Control Fund ($10,000). The Pump Station Control Fund is expected to have a balance of $85,050.00 ($124,992.50 - $37,942.50 - $2,000) on June 30, 2021.

The City entered into a contract with Foth and Van Dyke on April 15, 2021 to provide various services including monthly monitoring and reporting, water quality control enzyme applications, water quality testing, improving water circulation and installing equipment. The Contract covers the entire Spinnaker Point Lagoon. Since the Lagoon is only approximately half within the frontage of the Bay Point Lagoons Assessment District, the District is only responsible for half of the contract.

The contract will run through 2022 and has a not-to-exceed amount of $51,242 ($25,621 assigned to the District). Using the funds available from the Eradication of Exotic Plants, the District will be PART A

Page 8 ends

able to cover these costs. No contribution from the 2021-2022 proceeds is available for the Eradication Fund. The Eradication Fund is expected to have a balance of $44,985.88 ($55,178 - $10,192.12) on June 30, 2021.

Together, both of these contracts total $125,342. In addition, Foth and Van Dyke suggests the City allow a budget of $37,000 to $45,000 for the installation of the equipment. This amount will be funded through the Monitoring and Status Report Fund. This will mostly deplete this fund, although future assessment revenue may be assigned to this fund to re-build it when needed for further improvements. The Monitoring and Status Report Fund is expected to remain with a balance of $51,515.00 on June 30, 2021.
2021 – 2022 Activities
Foth and Van Dyke continued to perform Monitoring and reporting on the water quality during the fiscal year 2021-2022. The water quality did not appear to improve even using an aeriation bubbler to try to introduce oxygen into the lagoon. Foth and Van Dyke was paid a total of $6,661.54 for the work that was completed. Since there was no noticeable improvement in the water quality, the City elected to cancel the remainder of the Foth and Van Dyke contract so that those funds could be better spent in the future on the capital improvement to structurally address the water quality.

In an effort to improve the water quality and reduce the attendant odors, the City staff is currently manually controlling the lagoon level allowing bay water to come into the lagoon and then flushing it out. In order to preserve the Pump Station Control Fund, the City is not charging for the staff time to control the water level. The District will continue to make an allocation of 2022-2023 assessment proceeds to the Pump Station Control Fund ($10,000). The Pump Station Control Fund is expected to have a balance of $95,050.00 ($85,050.00 + $10,000.00) on June 30, 2022.

The work to improve water quality through new equipment to address water circulation has yet to be done. The City is currently evaluation alternative solutions before committing further funds to the effort. The District will continue to hold $45,000 toward the installation of the equipment once it is determined to be the best solution.
2022 – 2023 Activities
The City has continued to regulate the water levels in the lagoon to try to minimize the odor complaints of the residents and recharge the lagoon levels. In addition to manually regulating water levels for both stormwater control and odor regulation, the City Staff cleaned out both the pipe that discharge into the lagoon and the pipe that connects the salt marsh to the lagoon. As noted in previous years this manual effort ideally would be replaced by a automatic pump control that could be monitored at the Department of Public Works (DPW). The District will continue to make an allocation of 2023-2024 assessment proceeds to the Pump Station Control Fund ($20,000). The Pump Station Control Fund is expected to have a balance of $93,470.00 ($73,470.00 + $20,000.00) on June 30, 2024.

During the past year, some of the residents of Bay Point Lagoons have approached the City concerned about vegetation and invasive species as well as water quality. The City is currently PART A

Page 9 ends

working with this group to determine if there are any viable alternatives to address these issues. The City expects to continue this dialogue to determine what actions could be taken by the Assessment District that might improve the overall state of the lagoon given the limited funds available within the District. The District will allocate $25,000 from the contingencies to the Eradication of Exotic Plants fund and $25,000 from contingencies to the Phase II Monitoring fund this year. The Eradication of Exotic Plants Fund is expected to have a balance of $69,985.88 ($44,985.88 + $25,000.00) on June 30, 2024. The Phase II Monitoring fund is expected to have a balance of $69,853.54 ($44,853.54 + $25,000.00) on June 30, 2024.

PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 10 ends

For a summary of expenditures and proceeds from 1993-2022 see the prior reports filed with the City Clerk
Total Estimated FY 2021-2022 Available Funds June 30, 2022: $ 215,982.15 Adjustments to from Estimated to Actual $ (11,737.45)
Available Funds on July 1, 2022 per City Finance Department $ 204,244.70 Direct Expenditures
County fee $ 386.00
2022-2023 Engineers Report $ 7,293.00
Contractual Services Adjustment $ 90.00
Total Direct Expenditures $ 7,769.00
Assessment Proceeds $ 24,099.53
Interest $ 1,223.83
Total Available Funds estimated for June 30, 2023 $221,799.06 FY 2022-2023 Funds, Phase II Program
Monitoring and Status Report Fund $ 44,853.54
Pump Station Control Fund $ 73,470.00
Eradication of Exotic Plants $ 44,985.88
Total Funds available for Phase II Monitoring,
Pump Station Fund & Eradication $ 163,309.42
Available Unallocated Funds (June 30, 2023) $ 58,489.64 Anticipated 2023-2024 Expenses
Incidental Expenses
Uncollected Assessments (2023-2024) $ 1,268.39
Engineer's Report (2023-2024) $ 6,800.00
Cayes Pump Station – 2023-2024 Allocation $ 20,000.00
Eradication of Exotic Plants Fund – 2023-2024 Allocation $ 25,000.00 Monitoring Fund Contribution $ 25,000.00
County Administrative Fees $ 400.00
Total Cost of Incidental Expenses and Fund Contributions $ 78,468.39 Contingencies $ 5,389.17
TOTAL ANTICIPATED FY 2023-2024 EXPENSES
AND ALLOCATIONS: $ 247,166.98
FY 2023-2024 ASSESSMENTS: $ 25,367.92
Fiscal Year 2023 - 2024 Available Funds: $ 247,166.98
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 11 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2022-2023)

PROPERTY

DESCRIPTION
Baypoint Lagoons

ASSESSOR'S
PARCEL
NUMBER
1 $131.44 1 009-361-06
2 $131.44 2 009-361-05
3 $131.44 3 009-361-04
4 $131.44 4 009-361-03
5 $131.44 5 009-361-02
6 $131.44 6 009-361-08
7 $131.44 7 009-361-09
8 $131.44 8 009-361-10
9 $131.44 9 009-361-11
10 $131.44 10 009-361-12
11 $131.44 11 009-361-17
12 $131.44 12 009-361-16
13 $131.44 13 009-361-15
14 $131.44 14 009-361-14
15 $131.44 15 009-361-13
16 $131.44 16 009-361-19
17 $131.44 17 009-361-20
18 $131.44 18 009-361-21
19 $131.44 19 009-361-22
20-1 $0.00 20 009-371-02
20-2 $0.00 Portion of 20 009-371-03
21 $131.44 21 009-372-01
22 $131.44 22 009-372-02
23 $131.44 23 009-372-03
24 $131.44 24 009-372-04
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 12 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2022-2023)

PROPERTY

DESCRIPTION
Baypoint Lagoons

ASSESSOR'S
PARCEL
NUMBER
25 $131.44 25 009-372-05
26 $131.44 26 009-372-06
27 $131.44 27 009-372-07
28 $131.44 28 009-372-08
29 $131.44 29 009-372-09
30 $131.44 30 009-372-10
31 $131.44 31 009-372-11
32 $131.44 32 009-372-12
33 $131.44 33 009-372-13
34 $131.44 34 009-372-14
35 $131.44 35 009-372-15
36 $131.44 36 009-372-26
37 $131.44 37 009-372-27
38 $131.44 38 009-372-25
39 $131.44 39 009-372-24
40 $131.44 40 009-372-23
41 $131.44 41 009-372-22
42 $131.44 42 009-372-21
43 $131.44 43 009-372-20
44 $131.44 44 009-372-18
45 $131.44 45 009-372-19
46 $131.44 46 009-362-03
47 $131.44 47 009-362-04
48 $131.44 48 009-362-05
49 $131.44 49 009-362-13
50 $131.44 50 009-362-12
51 $131.44 51 009-362-14
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 13 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2022-2023)

PROPERTY

DESCRIPTION
Baypoint Lagoons

ASSESSOR'S
PARCEL
NUMBER
52 $131.44 52 009-362-15
53 $131.44 53 009-362-16
54 $131.44 54 009-362-17
55 $131.44 55 009-362-18
56 $131.44 56 009-362-19
57 $131.44 57 009-362-20
58 $131.44 58 009-362-21
59 $131.44 59 009-362-10
60 $131.44 60 009-362-09
61 $131.44 61 009-362-06
62 $131.44 62 009-362-22
63 $131.44 63 009-362-25
64 $131.44 64 009-362-26
65 $131.44 65 009-362-30
66 $131.44 66 009-362-31
67 $131.44 67 009-362-32
68 $131.44 68 009-362-33
69 $131.44 69 009-362-34
70 $131.44 70 009-362-29
71 $131.44 71 009-362-35
72 $131.44 72 009-362-38
73 $131.44 73 009-362-39
74 $131.44 74 009-362-42
75 $131.44 75 009-362-43
76 $131.44 76 009-362-46
77 $131.44 77 009-373-11
78 $131.44 78 009-373-14
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 14 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2022-2023)

PROPERTY

DESCRIPTION
Baypoint Lagoons

ASSESSOR'S
PARCEL
NUMBER
79 $131.44 79 009-373-15
80 $131.44 80 009-373-18
81 $131.44 81 009-373-19
82 $131.44 82 009-373-01
83 $131.44 83 009-373-02
84 $131.44 84 009-373-03
85 $131.44 85 009-373-04
86 $131.44 86 009-373-08
87 $131.44 87 009-373-07
88 $131.44 88 009-373-06
89 $131.44 89 009-373-05
90 $0.00 Portion of Parcel A
(Shoreline Park)
009-010-34
91-1 $0.00 Parcels B, F, L & M 009-361-24
92-1 $0.00 Parcel C & Lots L46, L61,
L60, L62, L63, L64, L70, L71,
L72, L73, L74, L75 & L76
009-362-49
93 $0.00 Parcel D 009-362-11
94-1 $0.00 Parcel E 009-362-47
94-2 $0.00 Portion of Parcel E 009-373-22
96-1 $0.00 Parcels G, H & I & Lots L77,
L78, L79, L80 & L81
009-373-23
99-1 $0.00 Parcels C, J & K 009-372-28
103 $0.00 Parcel N 009-010-31
104-1 $0.00 Parcel A 009-390-01
104-3 $131.44 94 009-390-03
104-4 $131.44 95 009-390-04
104-5 $131.44 96 009-390-05
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 15 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2022-2023)

PROPERTY

DESCRIPTION
Baypoint Lagoons

ASSESSOR'S
PARCEL
NUMBER
104-6 $131.44 97 009-390-06
104-7 $131.44 98 009-390-07
104-8 $131.44 99 009-390-08
104-9 $131.44 100 009-390-09
104-10 $131.44 101 009-390-10
104-11-1 $131.44 102 009-390-66
104-12 $131.44 103 009-390-12
104-13 $131.44 104 009-390-13
104-14 $131.44 105 009-390-14
104-15 $131.44 106 009-390-15
104-16 $131.44 107 009-390-16
104-17 $131.44 108 009-390-17
104-18 $131.44 109 009-390-61
104-19 $131.44 110 009-390-19
104-20 $131.44 111 009-390-20
104-21 $131.44 112 009-390-21
104-22 $131.44 113 009-390-22
104-23 $131.44 114 009-390-23
104-24 $131.44 115 009-390-24
104-25 $131.44 116 009-390-25
104-26 $131.44 117 009-390-26
104-27 $131.44 118 009-390-27
104-28 $131.44 119 009-390-28
104-29 $131.44 120 009-390-29
104-30 $131.44 121 009-390-30
104-31 $131.44 122 009-390-31
104-32 $131.44 123 009-390-63
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 16 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2022-2023)

PROPERTY

DESCRIPTION
Baypoint Lagoons

ASSESSOR'S
PARCEL
NUMBER
104-33 $131.44 124 009-390-51
104-34 $131.44 125 009-390-34
104-35 $131.44 126 009-390-35
104-36 $131.44 127 009-390-36
104-37 $131.44 128 009-390-37
104-38-1 $0.00 Parcel B & Lots 128E, 129E,
132E, 133E & 134E
009-390-64
104-39 $131.44 129 009-390-39
104-41 $131.44 130 009-390-41
104-42 $131.44 131 009-390-42
104-43 $131.44 132 009-390-43
104-45-1 $131.44 133 009-390-65
104-47-1 $131.44 134 009-390-59
104-49 $0.00 Parcel D 009-390-49
104-51-1 $131.44 135 009-411-01
104-51-2 $131.44 136 009-411-02
104-51-3 $131.44 137 009-411-03
104-51-4 $131.44 138 009-411-04
104-51-5 $131.44 139 009-411-05
104-51-6 $131.44 140 009-411-06
104-51-7 $131.44 141 009-411-07
104-51-8 $131.44 142 009-411-08
104-51-9 $131.44 143 009-411-09
104-51-10 $131.44 144 009-411-10
104-51-11 $131.44 145 009-411-11
104-51-12 $131.44 146 009-411-12
104-51-13 $0.00 Parcel F 009-411-13
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 17 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2022-2023)

PROPERTY

DESCRIPTION
Baypoint Lagoons

ASSESSOR'S
PARCEL
NUMBER
104-51-14 $131.44 147 009-412-01
104-51-15-1 $0.00 Lots 147E, 148E, 149E, 150E,
151E, 152E & 155E
009-412-20
104-51-16 $131.44 148 009-412-03
104-51-18 $131.44 149 009-412-05
104-51-20 $131.44 150 009-412-07
104-51-22 $131.44 151 009-412-09
104-51-24 $131.44 152 009-412-11
104-51-26 $131.44 153 009-412-13
104-51-27 $131.44 154 009-412-14
104-51-28 $131.44 155 009-412-15
104-51-30 $131.44 156 009-412-17
104-51-31 $0.00 156E 009-412-18
104-51-32 $0.00 Parcel G 009-412-19
104-51-33 $0.00 Portion of Parcel O 009-400-03
104-51-34-1 $131.44 157 009-420-45
104-51-34-2 $0.00 157E 009-420-46
104-51-35-1 $131.44 158 009-420-47
104-51-35-2 $0.00 158E 009-420-48
104-51-36-1 $131.44 159 009-420-49
104-51-36-2 $0.00 159E 009-420-50
104-51-37-1 $131.44 160 009-420-51
104-51-37-2 $0.00 160E 009-420-52
104-51-38-1 $131.44 161 009-420-53
104-51-38-2 $0.00 161E 009-420-54
104-51-39-1 $131.44 162 009-420-55
104-51-39-2 $0.00 162E 009-420-56
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 18 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2022-2023)

PROPERTY

DESCRIPTION
Baypoint Lagoons

ASSESSOR'S
PARCEL
NUMBER
104-51-40-1 $0.00 Parcels H & I & Lots 163E,
164E, 167E, 168E, 169E,
170E & 171E
009-420-71
104-51-41-1 $131.44 163 009-420-57
104-51-42-1 $131.44 164 009-420-59
104-51-43 $131.44 165 009-420-10
104-51-44 $131.44 166 009-420-11
104-51-45-1 $131.44 167 009-420-61
104-51-46-1 $131.44 168 009-420-63
104-51-47-1 $131.44 169 009-420-65
104-51-48-1 $131.44 170 009-420-67
104-51-49-1 $131.44 171 009-420-69
104-51-51 $131.44 172 009-420-17
104-51-52 $131.44 173 009-420-18
104-51-53 $131.44 174 009-420-19
104-51-54 $131.44 175 009-420-20
104-51-55 $131.44 176 009-420-21
104-51-56 $131.44 177 009-420-22
104-51-57 $131.44 178 009-420-23
104-51-58 $131.44 179 009-420-24
104-51-59 $131.44 180 009-420-25
104-51-60 $131.44 181 009-420-26
104-51-61 $131.44 182 009-420-27
104-51-62 $131.44 183 009-420-28
104-51-63 $131.44 184 009-420-29
104-51-64 $131.44 185 009-420-30
104-51-65 $131.44 186 009-420-31
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 19 ends

SPECIAL

ASSESSMENT
NUMBER

AMOUNT OF

ASSESSMENT
(Fiscal Year
2022-2023)

PROPERTY

DESCRIPTION
Baypoint Lagoons

ASSESSOR'S
PARCEL
NUMBER
104-51-66 $131.44 187 009-420-32
104-51-67 $131.44 188 009-420-33
104-51-68 $131.44 189 009-420-34
104-51-69 $131.44 190 009-420-35
104-51-70 $131.44 191 009-420-36
104-51-71 $131.44 192 009-420-37
104-51-72 $131.44 193 009-420-38
104-51-73 $131.44 194 009-420-39
104-51-74 $131.44 195 009-420-40
104-51-75 $131.44 196 009-420-41
104-51-76 $131.44 197 009-420-42
104-51-77 $131.44 198 009-420-43
105 $0.00 Parcel P 009-010-34
106 $0.00 Parcel Q 009-010-35
TOTAL

ASSESSMENT
$25,367.92
The lines and dimensions of each parcel are as shown on the maps of the County Assessor of the County of Marin.

Property descriptions are lot or parcel numbers as shown on the recorded final maps of Baypoint Lagoons, recorded: in Book 20 of Maps at Page 80, and Book 21 of Maps at Page 34, Book 21 of Maps at Page 55, and Record Maps Book 1998 at Page 99, Marin County Records.

PART D

METHOD OF APPORTIONMENT OF ASSESSMENT

Page 20 ends

There are 193 single family dwelling units existing within the Assessment District boundary. (NOTE: This is a reduction from 207 originally included. The reduction is based on the actual number of lots recorded and is appropriate.)
Subdivision Phase I consists of 89 lots, of which lot 20 anticipates low cost housing (not single family) and lots 1 through 19 and 21 through 89 anticipates one single family dwelling unit each.

Subdivision Phase II consists of 41 lots and anticipates one single family dwelling unit each.

Subdivision IIIa consists of 22 lots and anticipates one single family dwelling unit each.

Subdivision IIIb consists of an additional 42 units, one single family dwelling unit each.

The “Remaining” 12 lots were not created and have been removed from the assessment.

The number of single family dwelling units is:

Phase I......................................................................................... 88 Phase II....................................................................................... 41 Phase IIIa.................................................................................... 22 Phase IIIb ................................................................................... 42 TOTAL:......................................................................................193 Each of the single family dwelling unit lots are assessed for equal portions of the totalassessment.The total assessment for Baypoint Lagoons was set at $25,367.92. The District formation documents did provide for any increase in this amount. Each residential parcel will be assessed 1/193 of the total assessment or $131.44 ($25,367.92/193).

Assessment Parcels 1 through 19, 21 through 89, 104-3 through 104-11-1, 104-12 through 104-37, 104-39 through 104-47-1, 104-51-1 through 104-51-12, 104-51-14, 104-51-16, 104-51-18, 104-51- 20, 104-51-22, 104-51-24, 104-51-26 through 104-51-28, 104-51-30, 104-51-34-1, 104-51-35-1, 104- 51-36-1, 104-51-37-1, 104-51-38-1, 104-51-39-1, 104-51-41-1 through 104-51-77 are each assessed 1/193 of the total assessment.

Assessment Parcels 20-1 and 20-2, 90 through 104-1,104-38-1, 104-49, 104-51-13, 104-51-15-1, 104-51-31 through 104-51-33, 104-51-34-2, 104-51-35-2, 104-51-36-2, 104-51-37-2, 104-51-38-2, 104-51-39-2, 104-51-40-1, 105 and 106 each have zero ($0.00) assessment.

The following changes were made to the Assessment Rolls and Assessment Diagram in the 2004- 2005 Baypoint Lagoons Annual Engineer’s Report due to Mapping Changes at the Marin County Assessor's Office:

PART D

METHOD OF APPORTIONMENT OF ASSESSMENT

Page 21 ends

On May 6, 2005 our office contacted the Marin County Assessor's Office due to obvious changes to the Assessor's Parcel Maps for the Baypoint Lagoons development. According to information received from Mapping Department staff, in calendar year 2004 several Applications for Parcel Merger were received by the County of Marin from representatives of Baypoint Lagoons Homeowners Association. The following parcels were affected by the Parcel Merger Applications:

Assessment Numbers 91, 95, 101 and 102, all zero ($0.00) assessment parcels, were merged into a single parcel assigned APN 009-361-24 by the Marin County Assessor's Office.

Assessment Number 91 has been changed to 91-1 and reflects the new APN. Assessment Numbers 95, 101 and 102 have been removed from Parts C and E of this Report.

Assessment Numbers 92, 107, 108, 109, 110, 111, 112, 113, 114, 115, 116, 117, 118 and 119, all zero ($0.00) assessment parcels, were merged into a single parcel assigned APN 009-362-49 by the Marin County Assessor's Office. Assessment Number 92 has been changed to 92-1 and reflects the new APN. Assessment Numbers 107, 108, 109, 110, 111, 112, 113, 114, 115, 116, 117, 118 and 119 have been removed from Parts C and E of this Report.

Assessment Numbers 96, 97, 98, 120, 121, 122, 123 and 124, all zero ($0.00) assessment parcels, were merged into a single parcel assigned APN 009-362-23 by the Marin County Assessor's Office. Assessment Number 96 has been changed to 96-1 and reflects the new APN. Assessment Numbers 97, 98, 120, 121, 122, 123 and 124 have been removed from Parts C and E of this Report.

Assessment Numbers 99, 100 and 104-2, all zero ($0.00) assessment parcels, were merged into a single parcel assigned APN 009-372-28 by the Marin County Assessor's Office. Assessment Number 99 has been changed to 99-1 and reflects the new APN. Assessment Numbers 100 and 104-2 have been removed from Parts C and E of this Report.

Assessment Numbers 104-38, 104-40, 104-44, 104-46, 104-47-2, 104-48, 104-48-1 and 104-50, all zero ($0.00) assessment parcels, were merged into a single parcel assigned APN 009-390-64 by the Marin County Assessor's Office. Assessment Number 104-38 has been changed to 104-38-1 and reflects the new APN. Assessment Numbers 104-40, 104-44, 104-46, 104-47-2, 104-48 and 104-50 have been removed from Parts C and E of this Report.

Assessment Numbers 104-51-15, 104-51-17, 104-51-19, 104-51-21, 104-51-23, 104-51-25 and 104-51-29, all zero ($0.00) assessment parcels, were merged into a single parcel assigned APN 009-412-20 by the Marin County Assessor's Office. Assessment Number 104-51-15 has been changed to 104-51-15-1 and reflects the new APN. Assessment Numbers 104-51-17, 104-51- 19, 104-51-21, 104-51-23, 104-51-25 and 104-51-29 have been removed from Parts C and E of this Report.

Assessment Numbers 104-51-40, 104-51-41-2, 104-51-42-2, 104-51-45-2, 104-51-46-2, 104-51- 47-2, 104-51-48-2, 104-51-49-2 and 104-51-50, all zero ($0.00) assessment parcels, were merged into a single parcel assigned APN 009-420-71 by the Marin County Assessor's Office.

Assessment Number 104-51-40 has been changed to 104-51-40-1 and reflects the new APN.

Assessment Numbers 104-51-41-2, 104-51-42-2, 104-51-45-2, 104-51-46-2, 104-51-47-2, 104- PART D

METHOD OF APPORTIONMENT OF ASSESSMENT

Page 22 ends

51-48-2, 104-51-49-2 and 104-51-50 have been removed from Parts C and E of this Report.

PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 23 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
1 009-361-06
2 009-361-05
3 009-361-04
4 009-361-03
5 009-361-02
6 009-361-08
7 009-361-09
8 009-361-10
9 009-361-11
10 009-361-12
11 009-361-17
12 009-361-16
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 24 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
13 009-361-15
14 009-361-14
15 009-361-13
16 009-361-19
17 009-361-20
18 009-361-21
19 009-361-22
20-1 009-371-02
20-2 009-371-03
21 009-372-01
22 009-372-02
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 25 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
23 009-372-03
24 009-372-04
25 009-372-05
26 009-372-06
27 009-372-07
28 009-372-08
29 009-372-09
30 009-372-10
31 009-372-11
32 009-372-12
33 009-372-13
34 009-372-14
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 26 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
35 009-372-15
36 009-372-26
37 009-372-27
38 009-372-25
39 009-372-24
40 009-372-23
41 009-372-22
42 009-372-21
43 009-372-20
44 009-372-18
45 009-372-19
46 009-362-03
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 27 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
47 009-362-04
48 009-362-05
49 009-362-13
50 009-362-12
51 009-362-14
52 009-362-15
53 009-362-16
54 009-362-17
55 009-362-18
56 009-362-19
57 009-362-20
58 009-362-21
59 009-362-10
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 28 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
60 009-362-09
61 009-362-06
62 009-362-22
63 009-362-25
64 009-362-26
65 009-362-30
66 009-362-31
67 009-362-32
68 009-362-33
69 009-362-34
70 009-362-29
71 009-362-35
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 29 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
72 009-362-38
73 009-362-39
74 009-362-42
75 009-362-43
76 009-362-46
77 009-373-11
78 009-373-14
79 009-373-15
80 009-373-18
81 009-373-19
82 009-373-01
83 009-373-02
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 30 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
84 009-373-03
85 009-373-04
86 009-373-08
87 009-373-07
88 009-373-06
89 009-373-05
90 009-010-34
91-1 009-361-24
92-1 009-362-49
93 009-362-11
94-1 009-362-47
94-2 009-373-22
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 31 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
96-1 009-373-23
99-1 009-372-28
103 009-010-31
104-1 009-390-01
104-3 009-390-03
104-4 009-390-04
104-5 009-390-05
104-6 009-390-06
104-7 009-390-07
104-8 009-390-08
104-9 009-390-09
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 32 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
104-10 009-390-10
104-11-1 009-390-66
104-12 009-390-12
104-13 009-390-13
104-14 009-390-14
104-15 009-390-15
104-16 009-390-16
104-17 009-390-17
104-18 009-390-61
104-19 009-390-19
104-20 009-390-20
104-21 009-390-21
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 33 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
104-22 009-390-22
104-23 009-390-23
104-24 009-390-24
104-25 009-390-25
104-26 009-390-26
104-27 009-390-27
104-28 009-390-28
104-29 009-390-29
104-30 009-390-30
104-31 009-390-31
104-32 009-390-63
104-33
009-390-51
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 34 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
104-34 009-390-34
104-35 009-390-35
104-36 009-390-36
104-37 009-390-37
104-38-1 009-390-64
104-39 009-390-39
104-41 009-390-41
104-42 009-390-42
104-43 009-390-43
104-45-1 009-390-65
104-47-1 009-390-59
104-49 009-390-49
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 35 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
104-51-1 009-411-01
104-51-2 009-411-02
104-51-3 009-411-03
104-51-4 009-411-04
104-51-5 009-411-05
104-51-6 009-411-06
104-51-7 009-411-07
104-51-8 009-411-08
104-51-9 009-411-09
104-51-10 009-411-10
104-51-11 009-411-11
104-51-12
009-411-12
104-51-13 009-411-13
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 36 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
104-51-14 009-412-01
104-51-15-1 009-412-20
104-51-16 009-412-03
104-51-18 009-412-05
104-51-20 009-412-07
104-51-22 009-412-09
104-51-24 009-412-11
104-51-26 009-412-13
104-51-27 009-412-14
104-51-28 009-412-15
104-51-30 009-412-17
104-51-31 009-412-18
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 37 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
104-51-32 009-412-19
104-51-33 009-400-03
104-51-34-1 009-420-45
104-51-34-2 009-420-46
104-51-35-1 009-420-47
104-51-35-2 009-420-48
104-51-36-1 009-420-49
104-51-36-2 009-420-50
104-51-37-1 009-420-51
104-51-37-2 009-420-52
104-51-38-1
009-420-53
104-51-38-2 009-420-54
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 38 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
104-51-39-1 009-420-55
104-51-39-2 009-420-56
104-51-40-1 009-420-71
104-51-41-1 009-420-57
104-51-42-1 009-420-59
104-51-43 009-420-10
104-51-44 009-420-11
104-51-45-1 009-420-61
104-51-46-1 009-420-63
104-51-47-1 009-420-65
104-51-48-1 009-420-67
104-51-49-1 009-420-69
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 39 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
104-51-51 009-420-17
104-51-52 009-420-18
104-51-53 009-420-19
104-51-54 009-420-20
104-51-55 009-420-21
104-51-56 009-420-22
104-51-57 009-420-23
104-51-58 009-420-24
104-51-59 009-420-25
104-51-60 009-420-26
104-51-61
009-420-27
104-51-62 009-420-28
104-51-63 009-420-29
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 40 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
104-51-64 009-420-30
104-51-65 009-420-31
104-51-66 009-420-32
104-51-67 009-420-33
104-51-68 009-420-34
104-51-69 009-420-35
104-51-70 009-420-36
104-51-71 009-420-37
104-51-72 009-420-38
104-51-73 009-420-39
104-51-74 009-420-40
104-51-75 009-420-41
PART E

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part E – Assessment Roll)

Page 41 ends

ASSESSMENT ASSESSOR'S
NUMBER PARCEL NAME AND ADDRESS (Redacted)
NUMBER
104-51-76 009-420-42
104-51-77 009-420-43
106 009-010-35
PART F

ASSESSMENT DIAGRAM

Page 42 ends

See sheets 1 through 8 which follow.
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 5.b
Meeting Date: July 17, 2023

DISTRICT
SUBJECT: RESOLUTION CONFIRMING THE ENGINEER’S ANNUAL LEVY REPORT

FOR THE POINT SAN PEDRO ROAD MEDIAN LANDSCAPING

ASSESSMENT DISTRICT AND THE ASSESSMENT DIAGRAM CONNECTED

THEREWITH AND ORDERING THE LEVY AND COLLECTION OF
ASSESSMENTS FOR FY 2023-24
RECOMMENDATION: Staff recommends that the City Council hold the public hearing and adopt the resolution.

BACKGROUND: In order to comply with provisions of the Landscaping and Lighting Act of 1972, which governs this assessment district, the City Council must approve an Engineer’s report for the Point San Pedro Median Landscaping Assessment District (Assessment District) annually. On June 20, 2023, City Council adopted three resolutions in accordance with this year’s Annual Engineer’s Report and assessment process:

1. Resolution Directing Filing of Engineer’s Fiscal Year 2023-24 Annual Report

2. Resolution Approving Engineer’s Fiscal Year 2023-24 Annual Report

3. Resolution of Intention to Order Improvements and Setting a Public Hearing on the Annual Assessment for the City Council meeting of July 17, 2023 In 2011, the Assessment District was formed to generate revenue to reconstruct, repair, and maintain the 29 median islands along Point San Pedro Road, from Union Street to Biscayne Drive. While the medians themselves are located within San Rafael City limits, there are pockets of County unincorporated regions served by Point San Pedro Road, therefore both the City and the County have a vested interest in and responsibility for the medians. As a part of the formation of the assessment district, the City of San Rafael and the County of Marin entered into a Memorandum of Understanding (MOU) setting forth their respective rights and duties with respect to the formation of the assessment district and also designating the City of San Rafael as the lead agency.

The San Rafael City Council is responsible for filing and approving an Annual Engineer’s Report for the assessment district, which includes a proposed levy and assessment for fiscal year SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
2023-24. Prior to the final approval of the report and the levy of assessments each year, the City Council must hold a public hearing to provide members of the public with an opportunity to comment on the Annual Engineer’s Report and proposed assessment. Pursuant to the Landscaping and Lighting Act of 1972, the purpose of the public hearing is to comply with requirements of the California Streets and Highways code (sections referenced):

2. (Section 22630) During the hearing, the City Council may order changes in any of the matters provided in the Engineer’s report.

3. (Section 22630.5) If there is a majority protest against the increase of the assessment from any previous year, the proposed increase in the assessment shall be abandoned.

4. (Section 22631) If a majority protest has not been filed, the City Council may adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed. The adoption of the resolution confirms the levy of an assessment for FY 2022-23.

ANALYSIS: As presented at the June 20th, 2023 City Council meeting, the Assessment District intends to increase the total annual assessment by $6.18 for fiscal year 2023-2024 per Equivalent Benefit Unit (EBU). The Equivalent Benefit Unit establishes a basic unit (base value) of benefit and then calculates the benefit derived by each assessed parcel as a multiple (or a fraction) of the basic unit. Details for how the EBU applies to other land uses, such as apartments and businesses, are outlined in the Engineer’s Report.

The annual assessment has two components:

1. Capital debt service assessment
This amount is to finance the debt service associated with the large capital costs of reconstructing the medians in 2014. The total project cost was $1,703,245, which included expenditures for design, construction, and construction management. The total amount bonded for the capital portion of the district was $1,750,000.

The total annual debt service payment for the Assessment District is outlined in the 20- year debt service schedule in the Annual Engineer’s Report. The average annual debt service is $144,942. When the Assessment District was formed, residents were given the option to pre-pay the capital portion of the assessment, and some residents chose this option.

2. Operations and maintenance assessment
This portion of the assessment is intended to fund the annual operations and maintenance portion of the assessment district. Operations and maintenance costs include:
• Monthly contractual maintenance for all 29 medians
• Landscaping repairs and plant replacement
• Irrigation system maintenance and repairs
• Utilities (water and electricity)
• Financial services for administration of assessment district (Engineer’s report) SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
• Annual fee charged by County of Marin Assessors’ Office for collection of assessments
Total operation and maintenance costs for fiscal year 2023-24 are projected to be $205,247.

From fiscal year 2013-14 to fiscal year 2017-18, the total annual assessment remained flat at $79.48. While the assessment stayed flat, the revenue generated did not keep up with the actual operations and maintenance costs for the 29 medians. The revenue generated under the $79.48 assessment for operation and maintenance costs was $82,814 while the actual operational cost was closer to $110,000. Year after year, the difference was made up by steady use of a modest Operation and Maintenance Fund balance. Though there was the ability to increase the total assessment by 3% each year, the City did not elect to bring forward an increase in prior years due to input from the citizen’s oversight committee (“committee”). The City and committee agreed to first understand the issues and full costs associated with maintaining the relatively new medians to a standard that meets the community’s expectations prior to pursuing an increase in the assessment.

In recent years, the City and the committee have made considerable progress on resolving community concerns regarding maintenance expectations of the medians. Since fiscal year 2018-19, the City and committee have agreed on the need to raise the assessment annually up to the maximum allowable rate in order to bring the revenues generated from the annual assessment closer to the actual annual maintenance costs for the 29 medians.

The Assessment District therefore has two funds: An Operation and Maintenance Reserve Fund and a Capital & Debt Service Reserve Fund. The estimated Year End Fund balances are as follows:

Fund 6-30-23 Fund Balance
(Projected)
Operation and Maintenance Reserve Fund #234 $154,993
Capital & Debt Service Reserve Fund #714 $234,531
The fund balance in the Operations and Maintenance Reserve Fund #234 may be used for regular maintenance activities and for broader improvements. The Capital and Debt Service Reserve Fund #714 is restricted for capital improvements related to the initial reconstruction of the medians.

While the Assessment District has reduced the gap between the revenue generated and expenses, there remains a shortfall. Per the Assessment District formation documents, annual assessments can be increased up to 3% or the value of the Consumer Price Index (CPI), whichever is greater. The CPI as of April 2023 was 5.7% for the San Francisco-OaklandHayward region, which San Rafael uses to calculate inflation. Therefore, the City and committee are recommending a rate increase of 5.7% be applied for fiscal year 2023-24, resulting in an additional $6.18 per parcel per year (see chart below). This increase in revenue will offset the increased costs for maintenance and utilities (mostly water and electricity) for the Assessment District.

The assessment proposed for fiscal year 2023-24 is the maximum allowable rate of $114.30.

The Assessment District does not need to return to the voters of the Assessment District for approval of the increase per Proposition 218, as the increase is within the amount allowed for in the formation documents.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 4
The fiscal year 2023-24 assessment is composed of:

Debt Service Assessment (Not Prepaid)** $58.70 per EBU* Non-Bonded Assessment (annual
Operation and Maintenance costs)
$55.60 per EBU*
Total FY 2023-24 Assessment $114.30 per EBU*
*EBU = Equivalent Benefit Unit method of assessment apportionment establishes a basic unit (base value) of benefit and then calculates the benefit derived by each assessed parcel as a multiple (or a fraction) of the basic unit. Details for how the EBU applies to other land uses, such as apartments and businesses, are outlined in the Engineer’s Report. ** When the assessment district was first established, property owners were allowed to pay a pre-payment for the improvement cost. Parcels that have prepaid or paid off their full assessment lien (bonded obligation) are no longer levied for the Debt Service Assessment but will continue to pay their proportionate share of the Non-Bonded Operation and Maintenance Assessment.

A four-year history of assessments is as follows:

FY 2019-20 FY 2020-21 FY 2021-22 FY 2022-23 FY 2023-24
(proposed)
Total Assessment $96.88 $99.79 $102.78 $108.12 $114.30
% Increase over prior
year
15%** 3% 3% 5.2% 5.7%
Operations &
Maintenance Revenue
Generated*
$129,551 $138,613 $150,107 $164,514 $173,897
*Each year about 4% of assessments are uncollected, and therefore annual revenues are typically slightly lower than anticipated
**The increase in FY 2019-20 assessments was greater than 3% due to “catch up” increases allowed from prior years when the assessment was not increased.

The total proposed increase per parcel per year over last year’s rate is $6.18. The revenue generated from this increase will be used entirely to support operation and maintenance costs of the district.

Operations and Maintenance Budget FY 2023-24
Monthly contractual maintenance $88,011
Landscaping Rehabilitation/Repair $11,500
Irrigation repairs $11,500
Utilities (Water + Electricity) $45,000
Engineer’s Report $11,200
City Staff Time $15,060
County Fee $9,000
Total $191,271
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 5
This table and others can be found in the attached Annual Engineer’s Report. All Assessment District fees collected are legally restricted for use on the Point San Pedro medians and cannot be used for any other purpose.

FISCAL IMPACT: All operation and maintenance reserve fund revenues and expenses are contained within the Point San Pedro Road Median Assessment District Fund #234. All debt service revenues and expenses are contained within the Point San Pedro Road Median Assessment District Fund #714.

The Public Works Department incurs General Fund staff costs for personnel who execute and manage the landscaping maintenance contract. There are also staff costs associated with budgetary and financial management of the Assessment District and coordination with the consultant who prepares the Annual Engineer’s report. Per the MOU from 2011, the City has agreed to offset the City staff time associated with maintaining the Assessment District as a City contribution to the Assessment District, at an approximate cost of $15,921. For fiscal year 2023- 24, the bond value reduction is expected to decrease by approximately one percent of the value of total funds, at a cost of approximately $3,542. The County makes an annual financial payment to the assessment district as its contribution to the cross-jurisdictional district. For fiscal year 2023-24, the County payment will be $9,351, which will be deposited into the Assessment District’s Operations and Maintenance Fund.

COMMUNITY OUTREACH: The City continues to work closely with several community representatives of the Point San Pedro Road Coalition Roadway Committee who have served as the citizen’s oversight committee (committee) for the Assessment District.

The committee is in frequent and direct communication with the Public Works Department Parks Supervisor who manages the median’s landscaping contractor. The committee has been a great partner to the City, serving as the liaison to the community in relaying concerns and reporting issues when they arise, as community members are often the first eyes on issues with the medians. The committee also receives a weekly report from the maintenance contractor of work done on the medians and utilizes it to respond to inquiries from residents.

Each spring, the City meets with committee members to review the financials of the Assessment District and discuss various strategies to ensure that the district remains financially solvent over time.

If approved by the City Council, the committee members will post an annual note to the community via NextDoor and the Pt. San Pedro Road Coalition website updating residents on the Assessment District’s financial situation and maintenance priorities.

ENVIRONMENTAL ANALYSIS:

Landscaping and lighting district assessments are exempt from the California Environmental Quality Act (CEQA) under Guidelines Section 15378 (b) (4), because government fiscal activities which do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment are not considered a project.

OPTIONS:

The City Council has the following options to consider relating to this item:

1. Conduct the public hearing and adopt the resolution, thus ordering the levy of assessments for fiscal year 2023-24.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 6

2. Do not adopt the resolution, which will result in no levy of assessments for fiscal year 2023-24. This may result in an inability for the required maintenance on the Point San Pedro to be performed, as there will be no revenue for the Assessment District collected in the coming year if the levy of assessments is not approved.

RECOMMENDED ACTION:

Hold the public hearing and adopt the resolution.

ATTACHMENTS:

1. Resolution ordering the levy and collection of assessments for fiscal year 2023-24

2. Public Hearing Notice

3. Engineer’s Annual Report Fiscal year 2023-24
RESOLUTION NO.

RESOLUTION OF THE SAN RAFAEL CITY COUNCIL CONFIRMING THE ENGINEER’S

ANNUAL LEVY REPORT FOR THE POINT SAN PEDRO ROAD MEDIAN LANDSCAPING

ASSESSMENT DISTRICT AND THE ASSESSMENT DIAGRAM CONNECTED

THEREWITH AND ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR FY 2023-24
WHEREAS, the City Council, pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Part 2, Division 15 of the California Streets and Highways Code, commencing with Section 22500 (the “1972 Act”), did by previous Resolution adopted on June 20, 2023, initiate proceedings for the annual levy of assessments for the San Rafael Pt.

San Pedro Road Median Landscaping Assessment District (the “District”) for the fiscal year commencing July 1, 2023 and ending June 30, 2024 (Fiscal Year 2023-24) for the special benefits received by properties therein from the improvements related thereto, and set a public hearing held on July 17, 2023; and
WHEREAS, an Engineer’s Report, entitled “Engineer’s Annual Report for Point San Pedro Median Assessment District, 2023-2024”, a copy of which is on file in the Department of Public Works and incorporated herein by reference, has been prepared, filed and presented to the City Council in connection with the proposed annual levy of assessments for parcels within the District for Fiscal Year 2023-24 as required by the 1972 Act and the Constitution; and
WHEREAS, at the public hearing, the City Council provided an opportunity for interested parties to comment on the annual report, either in writing or orally, and the City Council desires to proceed to levy and collect the annual assessments against parcels of land within the District for Fiscal Year 2023-24, to pay the costs and expenses determined to be of special benefit to the properties within the District, as described in the Engineer’s Report; NOW, THEREFORE IT IS HEREBY RESOLVED that the City Council does hereby confirm the diagram and assessments as set forth in the annual report of the Engineer of Work and does hereby levy the assessments set forth therein for Fiscal Year 2023-24.

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

LINDSAY LARA, City Clerk
1 RESOLUTION NO. 15233

SAN RAFAEL CITY COUNCIL RESOLUTION OF INTENTION TO ORDER

IMPROVEMENTS AND SETTING A PUBLIC HEARING ON THE ANNUAL ASSESSMENT FOR THE CITY COUNCIL MEETING OF JULY 17th, 2023

POINT SAN PEDRO ROAD MEDIAN LANDSCAPING ASSESSMENT DISTRICT (Pursuant to the Landscaping and Lighting Act of 1972)
___________________________________________________________ WHEREAS, on June 20, 2011, the City Council of the City of San Rafael (the "City Council") adopted its resolution forming the Point San Pedro Road Median Landscaping Assessment District (the "District") and the levy and collection of assessments therein for the special benefits received by properties therein from the improvements related thereto.

WHEREAS, the improvements within the existing District are generally described as including, but not limited to, median islands along Point San Pedro Road, which are appurtenant thereto within and benefit properties within the District. .

WHEREAS, pursuant to Government Code section 53753.5, a public agency that has complied with the notice, protest, and hearing requirements or is exempt from the procedures and approval process of section 53753 in establishing an assessment, need not follow those requirements in subsequent fiscal years where the assessment methodology is not changed to increase the assessment or the amount of the assessment proposed does not exceed an assessment formula or range of assessments adopted in accordance with Proposition 218 or section 53753.
2 WHEREAS, in accordance with this Council’s resolution directing the filing of an Engineer’s Annual Report, Al Cornwell, Engineer of Work, has filed with the City Clerk the report required by Section 4 of Article XIII D of the California Constitution (“Proposition 218”) and Article 4 of the “Landscaping and Lighting Act of 1972,” being Division 15, Part 2 of the Streets and Highways Code of the State of California (the “Act,” and together with Proposition 218, collectively, the “Assessment Law”). All interested persons are referred to that Report for a full and detailed description of the improvements, the boundaries of the District and the proposed assessments upon assessable lots and parcels of land within the District.

WHEREAS, the Engineer’s Annual Report does not provide any increase in the assessment methodology or any formula or range of assessments which will increase the assessments, rather the assessment is proposed to increase based on the previously adopted methodology, and as such, under Government Code section 53753.5, the City need not further comply with the notice, protest and hearing requirements of section 53753.

NOW, THEREFORE, the City Council of the City of San Rafael, California DOES HEREBY RESOLVE as follows:

1. The foregoing recitals are true and correct.

2. This action is exempt from the California Environmental Quality Act (CEQA) under Guidelines Section 15378 (b) (4), because government fiscal activities which do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment are not considered a project. 3 3. The public interest and convenience require and it is the intention of the City Council to levy and collect assessments within the District during the fiscal year 2023-24. The proposed assessment increases the assessment by $6.18 from the previous fiscal year, from $108.12 to $114.30 per EBU (Equivalent Benefit Unit), which is the maximum allowable assessment amount for the fiscal year 2023-24.

4. The District shall provide for the installation, construction or maintenance of any authorized improvements under the Act, including, but not limited to, medians which are appurtenant thereto, as well as the debt service associated with the 2014 capital improvements of the medians. Reference is made to the Engineer's Report on file in the office of the City Clerk for a more detailed description of the work to be done, the boundaries of the assessment district, the amount of the proposed assessments and the method of assessment.

5. On Monday, the 17th of July, 2023 at the hour of 7:00 o’clock P.M., the City Council will conduct a public hearing on the question of the levy of the proposed annual assessment. Any and all persons shall be afforded the opportunity to hear and be heard and the City Council shall consider all oral statements and written protests made or filed by any interested person regarding the work proposed to be done or carried out, or why said assessments should not be levied in accordance with this resolution of intention.

Written protests must be filed with the City Clerk prior to the conclusion of the public hearing. The hearing will be held live at the San Rafael City Council Chambers and virtually through Zoom at the webinar location listed on the agenda online at https://www.cityofsanrafael.org/departments/public-meetings/, as well as streamed to YouTube at www.youtube.com/cityofsanrafael.
4 6. The City Clerk is authorized and directed to give the notice of hearing by publishing a copy of this resolution once in the Marin Independent Journal, publication to be completed not less than ten (10) days before July 20, 2023.

AYES: COUNCILMEMBERS: Bushey, Hill, Kertz, Llorens Gulati & Mayor Kate NOES: COUNCILMEMBERS: None
ABSENT: COUNCILMEMBERS: None
LINDSAY LARA, City Clerk

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ENGINEER'S ANNUAL REPORT
FOR

POINT SAN PEDRO MEDIAN

ASSESSMENT DISTRICT
2023-2024

FOR THE CITY OF SAN RAFAEL

CALIFORNIA

COUNCIL MEETING
JUNE 20, 2023
First Meeting
JULY 17, 2023
Second Meeting
Prepared By:

City of San Rafael

Page 2 ends

ENGINEER'S ANNUAL REPORT
2023-2024

POINT SAN PEDRO MEDIAN ASSESSMENT DISTRICT

CITY OF SAN RAFAEL, MARIN COUNTY, CALIFORNIA
(Pursuant to the Landscaping and Lighting Act of 1972)
The undersigned respectfully submits the enclosed annual report as directed by the City Council.

DATED: ____________, 2023.

CITY OF SAN RAFAEL
Al Cornwell, City of San Rafael, Engineer of Work
By ______________________________________

I HEREBY CERTIFY that the enclosed Engineer's Annual Report, together with Assessment and Assessment Diagram thereto attached, was filed with me on the ____________________ day of ___________________, 2023.

LINDSAY LARA, City Clerk, City of San Rafael, Marin County, California
By ______________________________________
I HEREBY CERTIFY that the enclosed Engineer's Annual Report, together with Assessment and Assessment Diagram thereto attached, was filed with the County Auditor of the County of Marin on the ____________________ day of ____________________, 2023.

LINDSAY LARA, City Clerk, City of San Rafael, Marin County, California
By ______________________________________

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ENGINEER'S ANNUAL REPORT
2023-2024

POINT SAN PEDRO MEDIAN ASSESSMENT DISTRICT

CITY OF SAN RAFAEL, MARIN COUNTY, CALIFORNIA
(Pursuant to the Landscaping and Lighting Act of 1972)
The City of San Rafael has prepared this Annual Report to provide the Annual Engineer’s Report for the Point San Pedro Median Assessment District (PSPMAD) in May __, 2023. The prior Engineers of Work, Wildan Financial Services (Wildan), had provided the formation report for PSPMAD and previous Annual Reports since PSPMAD’s formation in 2011 and CSW/Stuber-Stroeh Engineering Group, Inc. As the Engineer of work for PSPMAD, San Rafael, Marin County, California, the City is submitting this annual report, as directed by the City Council, by its Resolution No. ___________, adopted ______________, 2023.

The prior Engineer of Work, Wildan, prepared detailed annual reports from the 2011-2012 year through 2018-2019 year. We have included the 2018-2019 report as an appendix and included in this report to maintain continuity for year-to-year annual reports. The improvements which are the subject of this report are briefly described as follows:

The original landscaping for the twenty-nine (29) median islands along Point San Pedro Road and Third Street (hereafter, referred to collectively as the “Pt. San Pedro Road Medians” or “Medians”) were installed in connection with and for the benefit of the surrounding developments and properties that are directly adjacent to Point San Pedro Road and Third Street and/or serve as the primary access streets to those developments and properties. Pt San Pedro Road traverses both within the City limits of the City of San Rafael and in the immediate contiguous unincorporated area of the County of Marin. No local funding source was established to ensure the ongoing maintenance of those improvements. Ultimately, without a direct source of revenue pledged for repair, reconstruction and maintenance of the landscaping within these Medians, it was necessary for both the County and City to limit the servicing of what landscaping remained to occasional trimming to control over-growth and the landscaping fell into disrepair. The District was formed in 2011 to address the deteriorating condition and improve the medians.

This report consists of six parts and four appendices, as follows:

PART A – Introduction, purpose, current status and improvement Plans (POINT SAN PEDRO ROAD LANDSCAPING PLANS, consisting of 19 sheets of directional plans describing the planting to be done in the median islands along Third Street and Point San Pedro Road) for the improvements are filed with the City Clerk. Although separately bound, the plans and specifications are a part of this report and are included in it by reference. A reduced version is included with Appendix A, 2022-2023 Annual Engineers Report
PART B - An Amended Estimated Cost of the Assessment District.

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PART C - Assessment Roll - An assessment of the estimated cost of the improvement on each benefited parcel of land within the assessment district.

PART D - Method of Apportionment of Assessment and Annual Maximum Increases allowed by the District - A statement of the method by which the undersigned has determined the amount proposed to be assessed against each parcel.

PART F - Assessment Diagram - A diagram showing all of the parcels of real property within this assessment district. The diagram is keyed to Part "C" by assessment number.

APPENDIX A 2018-2019 Wildan Engineer’s Report
APPENDIX B-1 Assessor’s Parcel Maps of Merged Parcels
APPENDIX B-2 Assessor’s Parcel Maps of Village at Loch Lomond Marina, a re-subdivision of Assessment Numbers 545, 546, 547, 548, 549 and 2626.

APPENDIX C Assessment Diagram
Respectfully submitted,
City of San Rafael
By ______________________________________
Al Cornwell, City of San Rafael, Engineer of Work
PART A

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INTRODUCTION
Due in part to a severe drought in 1976, and the subsequent deterioration of the irrigation system, the landscape improvements within the median islands along Point San Pedro Road and Third Street east of Union Street significantly declined to a point that very little of the original landscaping remained other than some of the trees and vegetation that were able to survive with little water. Although the original landscaping for the twenty-nine (29) median islands along Point San Pedro Road and Third Street (hereafter, referred to collectively as the “Pt. San Pedro Road Medians” or “Medians”) were installed in connection with and for the benefit of the surrounding developments and properties that are directly adjacent to Point San Pedro Road and Third Street and/or serve as the primary access streets to those developments and properties, no local funding source was established to ensure the ongoing maintenance of those improvements. Ultimately, without a direct source of revenue pledged for repair, reconstruction and maintenance of the landscaping within these Medians (located, both within the City limits of the City of San Rafael and in the immediate contiguous unincorporated area of the County of Marin), it was necessary for both the County and City to limit the servicing of what landscaping remained to occasional trimming to control over-growth.

PURPOSE
As a result many property owners in close proximity to Point San Pedro Road both within the City limits of the City of San Rafael and in the immediate contiguous unincorporated area of the County of Marin, organized an effort to facilitate the formation of an assessment district in the area to fund the capital costs associated with construction and restoration of the landscaping within the Pt. San Pedro Road Medians, as well as the ongoing maintenance and operation of those improvements.

Because these Medians and the properties that derive a direct and special benefit from those improvements (properties immediately adjacent to and/or directly access the streets where the medians are located), encompasses an area (territory) that includes properties and improvement areas within both the City of San Rafael and unincorporated portions of the County of Marin, in order to establish such an assessment district the two agencies entered into a Memorandum of Understanding (MOU) concerning the formation of an assessment district for the purpose of funding in whole or in part through annual assessments, the capital costs and ongoing maintenance and operation of the landscaping within the Pt. San Pedro Road Medians. Pursuant to the MOU between the City of San Rafael (hereafter, referred to as the “City”) and the County of Marin (hereafter, referred to as the “County”), adopted by both the County Board of Supervisors and by the City Council, the City was designated as the lead agency with the City Council being the legislative body for the proposed assessment district.

Ultimately in 2011, the City Council initiated proceedings and declared their intention to establish a special benefit assessment district pursuant to the provisions of the Landscape and Lighting Act of 1972, being Part 2 of Division 15 of the California Streets and Highways Code commencing with §22500 (hereafter referred to as the “1972 Act”), and as applicable for the issuance of related bonds, pursuant to the Improvement Bond Act of 1915 Part 1 of Division 10 of the California Streets and Highways Code commencing with §8500 (hereafter referred to as the “1915 Act”), said district to be designated as the:

Pt. San Pedro Road Median Landscaping Assessment District PART A

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(hereafter referred to as “District”), for the purpose of providing a revenue source to fund the annual debt service obligation for bonds issued to finance the construction, installation, enhancement, renovation and rehabilitation of the landscaping and related facilities; as well as the annual costs and expenses for the ongoing operation, maintenance, and servicing of those improvements including administration and other incidental expenses.

In accordance with the 1972 Act and the requirements of the California Constitution, Article XIIID (hereafter referred to as the “Constitution”), the City Council called for an Engineer’s Report to be prepared regarding the formation of the District and proposed assessments. As part of this District formation, in accordance with the Constitution Article XIIID Section 4 and the provisions of Government Code, Section 53753, the City conducted a property owner protest ballot proceeding for the proposed District special benefit assessments. In conjunction with this ballot proceeding, a noticed public hearing was held on June 20, 2011 to consider public testimonies, comments and written protests regarding the formation of the District and the levy of assessments. Upon conclusion of the public hearing, protest ballots received were opened and tabulated to determine whether majority protest existed (with ballots weighted based on proportional assessment amounts), and on June 22, 2011 the City Council confirmed the results of that ballot tabulation, with approximately 61.4% of the weighted ballots being in favor of the assessments and 38.61% being opposed. Finding that majority protest did not exist, the City Council approved and adopted the formation of the District and ordered the levy and collection of assessments for fiscal year 2011/2012 (first year’s annual assessments).

The assessment rate, method of apportionment and assessments including the assessment range formula established in the Engineer’s Report at the time of formation of the District and as described herein, became effective commencing in Fiscal Year 2011/2012 and may be levied annually pursuant to the provisions of the 1972 Act and as applicable to the provisions of the 1915 Act. The annual assessments each fiscal year shall be based on the estimated revenues needed to support the annual debt service obligation for bonds or other financing issued to fund the construction, installation, enhancement, renovation and rehabilitation of the landscaping and related facilities; as well as the annual costs and expenses for the ongoing operation, maintenance, and servicing of those improvements including administration and other incidental expenses as authorized pursuant to the 1972 Act and the 1915 Act.

This Engineer’s Annual Report (hereafter referred to as “Report”) has been prepared in connection with the annual levy and collection of assessments of said District to be collected on the County Tax Rolls for fiscal year 2019/2020, pursuant to Chapter 3, beginning with §22620 of the 1972 Act. The District includes all lots and parcels of land within a defined boundary as shown on the District Diagram included in this Report as Part IV and further identified by the Marin County Assessor’s Office Assessor’s Parcel Numbers (parcels), a listing of which along with the 2021/2022 annual assessment amount for each is contained in Appendix C in this Report.

The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessor’s Parcel Number (APN) by the Marin County Assessor’s Office. The Marin County Auditor/Controller uses Assessor’s Parcel Numbers and a specific Fund Number to identify properties to be assessed on the tax roll for the special benefit assessments described herein.

This Report describes the District and identifies the improvements, including any proposed substantial changes to such improvements to be provided, the estimated expenditures, and the resulting special benefit assessments to be levied and collected on the County tax rolls for fiscal year 2021/2022. The total District annual assessment presented herein is based on an estimated budget that reflects the PART A

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revenues required to fund, in whole or in part, the capital costs associated with construction and restoration of the landscaping within the Pt. San Pedro Road Medians, as well as the ongoing maintenance and operation of those improvements. While the proposed total annual assessment for each property will be comprised of two components, one for debt service on Bonds or other financing issued for the initial capital construction costs and the second for the annual operation and maintenance of the improvements, all annual assessment revenues, including those budgeted for operation and maintenance, shall be pledged first to the repayment of the capital improvement costs (debt service on bonds or other financing) with the remaining annual assessment revenues (not applied to debt service and associated administrative expenses) being applied to maintenance and authorized incidental expenses.

Each fiscal year, an Engineer’s Report shall be prepared and presented to the City Council describing the District, any changes to the District or improvements, the proposed budget and assessments for that fiscal year, and the City Council shall hold a noticed public hearing regarding these matters prior to approving and adopting the annual levy of assessments. At the conclusion of the public hearing the City Council may, by resolution, adopt this Report (as submitted or amended) including the assessment diagram; any changes to the improvements to be made, and order the levy and collection of the assessments as described herein. In such case, the assessments (as provided herein or as amended) shall be submitted to the County Auditor/Controller for inclusion on the property tax roll for fiscal year 2021/2022.

ADDITIONAL ACTIVITIES FOR THE FISCAL YEAR 2018-2019:

Maintenance continued as scheduled
Change in contractors to address complaints
Replacement of plants
New proposals requested in April, 2019
ACTIVITIES FOR FISCAL YEAR 2019-2020
The City continued to actively manage the new contractor, Gardener’s Guild, overseeing the conditions of the landscaping and working directly with the staff at Gardener’s Guild to improve the appearance of the median landscaping. Under the new contract, the City required Gardener’s Guild to provide additional day per week of maintenance during the months of March through October.

This effort was partially thwarted in April, 2020, as the State mandated Shelter-in-Place rules did not allow routine landscape maintenance to take place. However, the City has taken a more active role in managing the maintenance contractor and the general condition of the landscape has improved.

In addition to routine maintenance, Gardener’s Guild has made three major irrigation repair efforts in August and October, 2019 and currently in May, 2020, as well as minor monthly fixes. A “spring” replanting of over 300 new plants to replace diseased or dying plants was completed in January, 2020.

The maintenance contract states that the median islands are to be mulched. This is an on-going effort and the City assists by providing wood chip mulch from the City’s stockpile and loads it into the Gardener’s Guild equipment to be placed during the normal maintenance once or twice per PART A

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week depending on the time of the year. Mulching in this manner is slower a process than hiring an outside contractor would be, but is more cost-effective. The mulching was include in the original contract when the District was originally formed, however the City has continued to provide the Contractor with the mulch and the contractor has spread the mulch during its normal maintenance.

This has slowed the process, but is expected to be complete by September of this year.

The City and the Pt. San Pedro Road Coalition, Roadway Committee, continues to be concerned about the future cost of maintaining the medians and will be revisiting the annual costs and the revenues from the District regularly. The District revenues in 2019-2020 were approximately $130,000. The expected annual levy for maintenance is almost $136,000, leaving a shortfall of $6,000. The District is allowed to increase the levy up to 3% per year or the value of the Consumer Price Index increase. The expenses for the 2019-2020 year were over $150,000.

At this time last year, the district predicted that the steady increases it could achieve financial selfsustainment (revenues = expenses) within a few years. However, several large, unplanned expenses arose over the current year that have pushed out that timeline for self-sufficiency. Primarily, MMWD rate increases and a number of irrigation repairs (including some billed from the prior year) caused expenses in FY 2019-20 to exceed the planned budget by nearly $30,000. The excess was funded by the current Maintenance Fund balance.

The City will continue to work closely with the Roadway Committee to monitor the District’s finances over the coming year, and has also developed options with the Committee for expenditure reductions and other strategies to ensure long-term financial solvency of the district.

It is important to note that all Point San Pedro Road Median Landscaping Assessment District fees collected are legally restricted for use on the Point San Pedro medians and cannot be used for any other purpose.

ACTIVITIES FOR FISCAL YEAR 2020-2021
The work completed in 2019-2020 significantly reduced the maintenance repairs for the irrigations system along the corridor. Maintenance costs were minimal and the expenses to the district were limited to the utilities (mostly water and some electricity) along with the monthly payments to the Gardener’s Guild for normal maintenance.

The District was also successful in collecting the past due funds for the County’s share of the General Benefit. This provided a one-time payment of $67,878.98 into the District account due for the prior years. The County also recognizes that an annual payment of approximately $7,900 will be paid into the District. These amounts are reflected in Part B of this report.

As provide in the District formation documents, the Engineer recommends that the annual assessment be increased to cover continued cost escalation for maintenance and utilities. The District formation documents allow an annual increase of up to 3% or the value of the Consumer Price Index, whichever is greater. The CPI for 2021 is 1.81%. The Engineer recommends a 3% increase as follows: Operations and Maintenance (48.53 x 1.03 = $49.99) and Debt Service (51.25 x

1.03 = $52.79) for a total annual levy of $102.79.

PART A

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ACTIVITIES FOR FISCAL YEAR 2021-2022
The Gardener’s Guild continues to maintain the medians under the supervision of the Department of Public Works. The maintenance requires constant supervision by City staff, but has improved over previous years. As noted last year, maintenance costs were manageable and the expenses to the district were comprised mostly of the utilities (mostly water and some electricity) along with the monthly payments to the Gardener’s Guild for ongoing normal maintenance of landscaped areas.

The City did receive a request from Gardener’s Guild to increase the monthly fee for the coming fiscal year. The current monthly fee is $6,713.63. The requested increase is 4% or $268.55 for a proposed fee of 6,982.18 per month ($83,786.16, annually).

As provided in the District formation documents, the Engineer recommends that the annual assessment be increased to cover continued cost escalation for maintenance and utilities. The District formation documents allow an annual increase of up to 3% or the value of the Consumer Price Index, whichever is greater. The CPI as of February 28, 2022 is 5.2%. The Engineer recommends a 5.2% increase as follows: Operations and Maintenance ($50.00 x 1.052 = $52.60) and Debt Service ($52.78 x 1.052 = $55.52) for a total annual levy of $108.12.

ACTIVITIES FOR FISCAL YEAR 2022-2023
The Gardener’s Guild continues to maintain the medians under the supervision of the Department of Public Works (DPW). A few changes have been made to the way the DPW oversees the median maintenance. City Staff is maintaining the irrigation system. The drip type system requires continual maintenance and the City Staff has taken this on as the staff is available for the small repairs necessary on shorter notice. The City has not documented this well for the 2022-2023 fiscal year, but will begin tracking the time and charging the District in 2023-2024.

The City also purchased replacement plants and installed 9 new plants in April. The City was able to obtain a lower cost for the plants than the Gardener’s Guild and used its own labor to install them. As shown in Part B the cost for this was $1,289.31.

The City also makes a bimonthly inspection and report on the work Gardener’s Guild is performing to confirm that the work is being carried out in a satisfactory manner.

Gardener’s Guild has been invoicing the City for 7122.18 per month. This is an increase over $140 than that reported last year for the 6 months beginning in July, 2022. The greater amount was for a fuel surcharge which Gardener’s Guild requested and was typical for the industry. Beginning in January, 2023, Gardener’s guild removed the surcharge and the monthly rate returned to $6,982.18.

As provided in the District formation documents, the Engineer recommends that the annual assessment be increased to cover continued cost escalation for maintenance and utilities. The District formation documents allow an annual increase of up to 3% or the value of the Consumer Price Index, whichever is greater. The CPI as of April, 2023 is 5.72%. The Engineer recommends a

5.72% increase as follows: Operations and Maintenance ($52.60 x 1.0572 = $55.60) and Debt Service ($55.52 x 1.0572 = $58.70) for a total annual levy of $114.30.

PART A

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GENERAL BENEFITS
For the original formation of the District the Engineer’s Report included a discussion of General Benefits. As noted in the discussion the County and City derive general benefits equivalent to 10% of the overall benefits of the District. However, as also noted, such general benefits did not extend to the landscaping itself, only to the traffic safety provided by the physical presence of the medians and other physical median improvements intended for traffic safety. At the time of formation the median islands had all been constructed and had been in place for many years. The median islands were in reasonable repair considering their age and very little repair, replacement or rehabilitation was necessary.

Since the District is comprised of properties that lie within both the County and the City, a Memorandum of Understanding (MOU) was executed by the County and the City stating their mutual intention to form the District and the obligations of each jurisdiction. The MOU identified each jurisdiction’s share of the General Benefit: County, 37% and the City, 63%. However, the County’s share was specifically capped at $25,000 initially and $6,000 for future annual contributions. The formation Engineer’s report showed the County and the City initially contributing $16,835 and $28,665 respectively.

The original formation Engineer’s Report did not anticipate a large need for median island replacement, repair or rehabilitation. In order to meet their respective obligations for general benefits, a general understanding developed that the County and the City would contribute their administrative staff time or fees to the District as each jurisdiction’s General Benefit contribution.

While this was not explicitly stated in the original or subsequent annual Engineer’s Reports it was implied and confirmed by previous City and County staff. This was also made clear in the “Estimated Annual Operation & Maintenance Costs” table in each year’s Engineer’s report: the City Contribution for Annual Administration was equal to Personnel & Staffing, Other Professional Fees, and Miscellaneous Administration Expenses. In the same section, the County Contribution for Annual Administration was equal to the County Collection Fee. Based on these figures, the understanding is that the City has accounted for the staff time necessary to administer the District and the County would waive the normal administrative assessment fees charged to assessment districts, limited by the 37% or $6,000 cap (adjusted for the CPI).

PLANS
The Plans showing the improvements to the medians are included in Appendix A.

PART B

ESTIMATE OF COSTS

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Estimated Annual Operation and Maintenance Costs (Non-Bonded) Fiscal Year 2023-2024
2022-2023 ASSESSMENT YEAR
Projected Available Funds on July 1, 2022 (2022-2023 Engineer’s Report) $ 144,388.68 Adjustment to match final amount from City Records $ (4,353.25) Actual Funds available on July 1, 2022 (City Finance Department) $ 140,035.43 2022-2023 ASSESSMENT YEAR ACTIVITY
Direct Expenditures
County fee $ 7,257.57
Assessor/Recorder’s Fee $ 90.00
Landscaping Services $ 84,626.16
Landscaping Rehabilitation/Repair $ 1,289.31
Utilities $ 28,585.95
City Oversight Report Bimonthly $ 6,336.00
TOTAL DIRECT EXPENDITURES $ 128,184.99
Assessment Proceeds $ 133,537.55
Interest $ 760.37
County Payment $ 8,845.02

Available Funds / Surplus to Carry Forward (June 30, 2023) $ 154,993.38 Anticipated Expenditures 2023-2024
Uncollected Assessments (2023-2024) $ 10,433.81
Irrigation (Repairs) $ 11,500.00
Landscaping Services $ 88,011.21
Landscaping Repair/Rehab $ 11,500.00
Utilities (Water + Electricity) $ 45,000.00
Engineer’s Report $ 11,200.00
City Staff Time $ 15,060.43
Bond Reduction Allowance $ 3,541.62
County/City Administrative Fee $ 9,000.00
TOTAL ANTICIPATED EXPENDITURES 2023 - 2024 $ 205,247.07 Contingencies (Future Additional Capital Reserve and Maintenance Costs) $ 148,914.87

TOTAL ANTICIPATED 2023-2024 EXPENSES
AND ALLOCATIONS: $ 354,161.94
2023-2024 ASSESSMENT FUNDING
Special Benefit Contribution—Properties $ 173,896.79
General Benefit Contribution—City (63%) $ 15,921.22
General Benefit Contribution—County (37%) $ 9,350.56
Total anticipated funding $ 199,168.57
Total estimated available funds FY 2023-24: $ 354,161.94 PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

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Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
008-010-04 1 3 1 $55.60 1 $58.70 $114.30
008-010-05 2 3 1 $55.60 1 $58.70 $114.30
008-010-58 3M 3 0 $0.00 0 $0.00 $0.00
008-010-14 5 3 1 $55.60 1 $58.70 $114.30
008-010-16 6 3 9.24 $513.74 9.25 $542.98 $1,056.72
008-010-19 7 3 1.5 $83.41 1.5 $88.05 $171.46
008-010-20 8 3 1.5 $83.40 1.5 $88.04 $171.44
008-010-21 9 3 1.5 $83.40 1.5 $88.04 $171.44
008-010-22 10 3 1 $55.60 1 $58.70 $114.30
008-010-26 11 2 1 $55.60 1 $58.70 $114.30
008-010-27 12 2 1 $55.60 1 $58.70 $114.30
008-010-28 13 2 1.5 $83.40 1.5 $88.06 $171.46
008-010-31 14 2 2.25 $125.10 2.25 $132.08 $257.18
008-010-34 15 3 17.56 $976.36 17.56 $1,030.78 $2,007.14 008-010-35 16 3 1 $55.60 1 $58.70 $114.30
008-010-36 17 3 1 $55.60 1 $58.70 $114.30
008-010-57 18M 2 1 $55.60 1 $58.70 $114.30
008-010-43 21 3 1 $55.60 1 $58.70 $114.30
008-010-45 22 3 0 $0.00 0 $0.00 $0.00
008-010-46 23 3 1.5 $83.40 0 $0.00 $83.40
008-010-47 24 3 1.5 $83.40 1.5 $88.04 $171.44
008-010-48 25 3 1.5 $83.40 1.5 $88.04 $171.44
008-010-49 26 3 1 $55.60 1 $58.70 $114.30
008-010-50 27 3 1 $55.60 1 $58.70 $114.30
008-010-51 28 3 1 $55.60 1 $58.70 $114.30
008-010-52 29 3 1 $55.60 1 $58.70 $114.30
008-010-53 30 3 1 $55.60 1 $58.70 $114.30
008-010-55 31 3 1 $55.60 1 $58.70 $114.30
008-010-56 32 3 1 $55.60 1 $58.70 $114.30
008-140-01 33 2 1 $55.60 1 $58.70 $114.30
008-140-02 34 2 1 $55.60 1 $58.70 $114.30
008-140-03 35 2 1 $55.60 1 $58.70 $114.30
008-140-04 36 2 1 $55.60 1 $58.70 $114.30
008-140-05 37 2 1 $55.60 1 $58.70 $114.30
008-140-06 38 2 1 $55.60 1 $58.70 $114.30
009-031-09 39 6 5.32 $295.80 5.32 $312.28 $608.08
009-031-11 40 6 0 $0.00 0 $0.00 $0.00
009-031-12 41 6 34.18 $1,900.43 34.17 $2,005.77 $3,906.20 009-031-13 42 4 0 $0.00 0 $0.00 $0.00
009-031-14 43 3 0 $0.00 0 $0.00 $0.00
009-041-03 44 6 0 $0.00 0 $0.00 $0.00
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 13 ends

Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
009-041-04 45 6 1 $55.60 1 $58.70 $114.30
009-041-06 46 6 1 $55.60 1 $58.70 $114.30
009-041-07 47 6 1 $55.60 1 $58.70 $114.30
009-041-08 48 6 1 $55.60 1 $58.70 $114.30
009-042-01 49 6 1 $55.60 0 $0.00 $55.60
009-042-02 50 6 1 $55.60 1 $58.70 $114.30
009-042-03 51 6 1 $55.60 1 $58.70 $114.30
009-042-07 52 6 0 $0.00 0 $0.00 $0.00
009-042-08 53 6 1 $55.60 0 $0.00 $55.60
009-042-09 54 6 1 $55.60 1 $58.70 $114.30
009-042-10 55 6 1 $55.60 1 $58.70 $114.30
009-042-11 56 6 1 $55.60 1 $58.70 $114.30
009-042-12 57 6 1 $55.60 1 $58.70 $114.30
009-042-13 58 6 1 $55.60 1 $58.70 $114.30
009-042-14 59 6 1 $55.60 1 $58.70 $114.30
009-042-15 60 6 1 $55.60 1 $58.70 $114.30
009-042-16 61 6 1 $55.60 0 $0.00 $55.60
009-042-17 62 6 1 $55.60 1 $58.70 $114.30
009-042-18 63 6 1 $55.60 1 $58.70 $114.30
009-042-21 65M 6 1 $55.60 1 $58.70 $114.30
009-051-01 66 6 1 $55.60 1 $58.70 $114.30
009-051-02 67 6 1 $55.60 1 $58.70 $114.30
009-051-03 68 6 0 $0.00 0 $0.00 $0.00
009-051-04 69 6 0 $0.00 0 $0.00 $0.00
009-051-05 70 6 0 $0.00 0 $0.00 $0.00
009-051-06 71 6 0 $0.00 0 $0.00 $0.00
009-051-07 72 6 0 $0.00 0 $0.00 $0.00
009-051-08 73 6 1 $55.60 0 $0.00 $55.60
009-052-01 74 6 1 $55.60 1 $58.70 $114.30
009-052-02 75 6 1 $55.60 1 $58.70 $114.30
009-052-03 76 6 1 $55.60 1 $58.70 $114.30
009-052-04 77 6 1 $55.60 1 $58.70 $114.30
009-052-05 78 6 1 $55.60 1 $58.70 $114.30
009-052-06 79 6 1 $55.60 1 $58.70 $114.30
009-052-07 80 6 1 $55.60 1 $58.70 $114.30
009-052-08 81 6 0 $0.00 0 $0.00 $0.00
009-052-09 82 6 1 $55.60 1 $58.70 $114.30
009-052-10 83 6 1 $55.60 0 $0.00 $55.60
009-052-11 84 6 1 $55.60 1 $58.70 $114.30
009-052-12 85 6 1 $55.60 0 $0.00 $55.60
009-052-13 86 6 1 $55.60 1 $58.70 $114.30
009-052-14 87 6 1 $55.60 1 $58.70 $114.30
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 14 ends

Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
009-052-15 88 6 1 $55.60 1 $58.70 $114.30
009-052-16 89 6 1 $55.60 1 $58.70 $114.30
009-061-01 90 3 1 $55.60 1 $58.70 $114.30
009-061-02 91 3 1 $55.60 1 $58.70 $114.30
009-061-03 92 3 1 $55.60 1 $58.70 $114.30
009-061-04 93 3 1 $55.60 1 $58.70 $114.30
009-061-05 94 3 1 $55.60 1 $58.70 $114.30
009-061-06 95 3 1 $55.60 1 $58.70 $114.30
009-061-07 96 3 1 $55.60 1 $58.70 $114.30
009-061-08 97 3 1 $55.60 1 $58.70 $114.30
009-061-09 98 3 1 $55.60 1 $58.70 $114.30
009-061-10 99 3 1 $55.60 1 $58.70 $114.30
009-061-11 100 3 1 $55.60 1 $58.70 $114.30
009-061-12 101 3 1 $55.60 1 $58.70 $114.30
009-061-13 102 3 1 $55.60 1 $58.70 $114.30
009-061-14 103 3 1 $55.60 1 $58.70 $114.30
009-061-15 104 3 1 $55.60 1 $58.70 $114.30
009-061-16 105 3 1 $55.60 1 $58.70 $114.30
009-061-17 106 3 1 $55.60 1 $58.70 $114.30
009-061-18 107 3 1 $55.60 1 $58.70 $114.30
009-061-19 108 3 1 $55.60 0 $0.00 $55.60
009-061-20 109 3 1 $55.60 1 $58.70 $114.30
009-061-21 110 3 1 $55.60 1 $58.70 $114.30
009-061-22 111 3 1 $55.60 1 $58.70 $114.30
009-061-23 112 3 1 $55.60 1 $58.70 $114.30
009-061-24 113 3 1 $55.60 1 $58.70 $114.30
009-061-25 114 3 1 $55.60 1 $58.70 $114.30
009-061-26 115 3 1 $55.60 0 $0.00 $55.60
009-061-27 116 3 1 $55.60 1 $58.70 $114.30
009-061-28 117 3 1 $55.60 1 $58.70 $114.30
009-061-29 118 3 1 $55.60 0 $0.00 $55.60
009-061-30 119 3 1 $55.60 1 $58.70 $114.30
009-061-31 120 3 1 $55.60 1 $58.70 $114.30
009-061-32 121 3 1 $55.60 1 $58.70 $114.30
009-061-33 122 3 1 $55.60 1 $58.70 $114.30
009-061-34 123 3 1 $55.60 1 $58.70 $114.30
009-181-01 124 3 1 $55.60 1 $58.70 $114.30
009-181-02 125 3 1 $55.60 1 $58.70 $114.30
009-181-03 126 3 1 $55.60 1 $58.70 $114.30
009-181-04 127 3 1 $55.60 1 $58.70 $114.30
009-181-05 128 3 1 $55.60 1 $58.70 $114.30
009-181-06 129 3 1 $55.60 1 $58.70 $114.30
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 15 ends

Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
009-181-07 130 3 1 $55.60 1 $58.70 $114.30
009-181-08 131 3 1 $55.60 1 $58.70 $114.30
009-181-09 132 3 1 $55.60 1 $58.70 $114.30
009-181-10 133 3 1 $55.60 0 $0.00 $55.60
009-181-11 134 3 1 $55.60 1 $58.70 $114.30
009-181-12 135 3 1 $55.60 1 $58.70 $114.30
009-181-13 136 3 1 $55.60 1 $58.70 $114.30
009-181-14 137 3 1 $55.60 1 $58.70 $114.30
009-181-15 138 3 1 $55.60 1 $58.70 $114.30
009-181-16 139 3 1 $55.60 1 $58.70 $114.30
009-181-17 140 3 1 $55.60 1 $58.70 $114.30
009-181-18 141 3 1 $55.60 1 $58.70 $114.30
009-181-19 142 3 0 $0.00 0 $0.00 $0.00
014-042-05 143 5 1 $55.60 1 $58.70 $114.30
014-042-06 144 5 0 $0.00 0 $0.00 $0.00
014-042-17 145 4 0 $0.00 0 $0.00 $0.00
014-042-18 146 4 1 $55.60 1 $58.70 $114.30
014-042-19 147 4 0 $0.00 0 $0.00 $0.00
014-042-20 148 4 1 $55.60 1 $58.70 $114.30
014-042-22 149 4 1 $55.60 1 $58.70 $114.30
014-042-26 150 4 1 $55.60 1 $58.70 $114.30
014-042-27 151 4 0 $0.00 0 $0.00 $0.00
014-072-04 152 4 1 $55.60 1 $58.70 $114.30
014-072-20 153 4 1 $55.60 1 $58.70 $114.30
014-072-21 154 2 1 $55.60 1 $58.70 $114.30
014-072-33 155 4 1 $55.60 1 $58.70 $114.30
014-072-34 156 4 0 $0.00 0 $0.00 $0.00
014-073-05 157 4 1 $55.60 1 $58.70 $114.30
014-073-06 158 4 0 $0.00 0 $0.00 $0.00
014-073-07 159 4 1 $55.60 1 $58.70 $114.30
014-073-08 160 4 0 $0.00 0 $0.00 $0.00
014-073-09 161 4 1 $55.60 1 $58.70 $114.30
014-073-10 162 4 0 $0.00 0 $0.00 $0.00
014-101-09 163 2 16 $889.62 0 $0.00 $889.62
014-101-11 164 2 0.76 $42.26 0 $0.00 $42.26
014-111-01 165 2 1 $55.60 1 $58.70 $114.30
014-111-02 166 2 1 $55.60 1 $58.70 $114.30
014-111-03 167 2 1 $55.60 1 $58.70 $114.30
014-111-14 168 2 1 $55.60 1 $58.70 $114.30
014-111-15 169 2 1 $55.60 1 $58.70 $114.30
014-111-17 170 2 1 $55.60 1 $58.70 $114.30
014-111-21 171 2 1 $55.60 1 $58.70 $114.30
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

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Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
014-111-34 172 2 1 $55.60 1 $58.70 $114.30
014-151-11 174 2 1 $55.60 1 $58.70 $114.30
014-151-12 175 2 0 $0.00 0 $0.00 $0.00
014-151-17 176 2 20.02 $1,113.11 20.02 $1,175.17 $2,288.28 014-161-02 177 2 5.16 $286.91 5.18 $304.07 $590.98
014-161-07 178 2 1 $55.60 1 $58.70 $114.30
014-161-34 179M 2 1.5 $83.40 0 $0.00 $83.40
014-161-19 181 2 1.5 $83.40 0 $0.00 $83.40
014-161-20 182 2 1.56 $86.74 1.57 $92.16 $178.90
014-161-21 183 2 1.5 $83.39 1.5 $88.05 $171.44
014-161-28 184 2 3.28 $182.38 3.26 $191.36 $373.74
014-161-30 185 2 5 $278.00 5 $293.50 $571.50
014-161-32 186 2 4.08 $226.85 4.07 $238.91 $465.76
014-161-33 187 2 1 $55.60 1 $58.70 $114.30
014-171-01 188 2 1 $55.60 1 $58.70 $114.30
014-171-02 189 2 1 $55.60 1 $58.70 $114.30
014-171-03 190 2 1 $55.60 1 $58.70 $114.30
014-171-04 191 2 1 $55.60 1 $58.70 $114.30
014-171-19 192 2 1 $55.60 1 $58.70 $114.30
014-171-37 193M 2 1 $55.60 1 $58.70 $114.30
014-171-27 195 2 4.375 $243.25 4.38 $257.11 $500.36
014-171-28 196 2 1.5 $83.39 1.5 $88.05 $171.44
014-171-29 197 2 1 $55.60 1 $58.70 $114.30
014-171-30 198 2 1 $55.60 1 $58.70 $114.30
014-171-32 199 2 1 $55.60 1 $58.70 $114.30
014-171-33 200 2 1 $55.60 1 $58.70 $114.30
014-171-36 201 2 1 $55.60 1 $58.70 $114.30
014-172-04 202 2 1 $55.60 1 $58.70 $114.30
014-172-05 203 2 1 $55.60 1 $58.70 $114.30
014-172-06 204 2 1 $55.60 1 $58.70 $114.30
014-172-07 205 2 1 $55.60 1 $58.70 $114.30
014-172-08 206 2 1 $55.60 1 $58.70 $114.30
014-172-09 207 2 1 $55.60 1 $58.70 $114.30
014-172-10 208 2 1 $55.60 1 $58.70 $114.30
014-172-11 209 2 1 $55.60 1 $58.70 $114.30
014-172-12 210 2 0 $0.00 0 $0.00 $0.00
014-172-13 211 2 1 $55.60 1 $58.70 $114.30
014-172-19 212M 2 1 $55.60 1 $58.70 $114.30
014-172-16 214 2 1 $55.60 1 $58.70 $114.30
014-172-17 215 2 1 $55.60 0 $0.00 $55.60
014-172-18 216 2 1 $55.60 1 $58.70 $114.30
014-173-01 217 2 1 $55.60 1 $58.70 $114.30
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

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Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
014-173-02 218 2 1 $55.60 1 $58.70 $114.30
014-173-03 219 2 1 $55.60 1 $58.70 $114.30
014-173-04 220 2 1 $55.60 1 $58.70 $114.30
014-173-05 221 2 1 $55.60 1 $58.70 $114.30
014-173-15 222 2 0 $0.00 0 $0.00 $0.00
014-173-16 223 2 1 $55.60 1 $58.70 $114.30
014-173-17 224 2 1 $55.60 1 $58.70 $114.30
014-173-18 225 2 1 $55.60 1 $58.70 $114.30
015-231-12 226 5 1 $55.60 1 $58.70 $114.30
015-231-13 227 5 1 $55.60 1 $58.70 $114.30
015-231-18 228 5 1 $55.60 1 $58.70 $114.30
015-231-19 229 5 1 $55.60 1 $58.70 $114.30
015-241-01 230 9 1 $55.60 1 $58.70 $114.30
015-241-02 231 9 1 $55.60 1 $58.70 $114.30
015-241-03 232 9 0 $0.00 0 $0.00 $0.00
015-241-04 233 9 1 $55.60 1 $58.70 $114.30
015-241-05 234 9 0 $0.00 0 $0.00 $0.00
015-241-21 235M #N/A 1 $55.60 1 $58.70 $114.30
015-241-07 236 9 1 $55.60 1 $58.70 $114.30
015-241-12 237 9 1 $55.60 1 $58.70 $114.30
015-241-14 238 9 0 $0.00 0 $0.00 $0.00
015-241-22 239M #N/A 1 $55.60 1 $58.70 $114.30
015-241-17 241 9 1 $55.60 1 $58.70 $114.30
015-241-18 242 9 1 $55.60 1 $58.70 $114.30
016-011-01 243 9 1 $55.60 1 $58.70 $114.30
016-011-05 244 9 1 $55.60 0 $0.00 $55.60
016-011-08 245 10 1 $55.60 0 $0.00 $55.60
016-011-10 246 9 1 $55.60 0 $0.00 $55.60
016-011-11 247 9 1 $55.60 1 $58.70 $114.30
016-011-12 248 9 1 $55.60 0 $0.00 $55.60
016-011-13 249 9 1 $55.60 1 $58.70 $114.30
016-011-14 250 9 1 $55.60 1 $58.70 $114.30
016-011-15 251 9 1 $55.60 0 $0.00 $55.60
016-011-18 252 9 1 $55.60 1 $58.70 $114.30
016-011-19 253 9 1 $55.60 1 $58.70 $114.30
016-011-20 254 9 1 $55.60 1 $58.70 $114.30
016-011-21 255 10 1 $55.60 1 $58.70 $114.30
016-011-23 256 9 1 $55.60 0 $0.00 $55.60
016-011-24 257 10 1 $55.60 1 $58.70 $114.30
016-011-28 258 10 1 $55.60 1 $58.70 $114.30
016-011-29 259 10 1 $55.60 1 $58.70 $114.30
016-011-30 260 9 1 $55.60 1 $58.70 $114.30
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

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Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
016-012-03 261 9 1 $55.60 1 $58.70 $114.30
016-012-05 262 10 1 $55.60 0 $0.00 $55.60
016-012-12 263 10 1 $55.60 0 $0.00 $55.60
016-012-13 264 10 1 $55.60 1 $58.70 $114.30
016-012-14 265 10 0 $0.00 0 $0.00 $0.00
016-012-16 266 12 1 $55.60 1 $58.70 $114.30
016-012-17 267 12 1 $55.60 1 $58.70 $114.30
016-012-18 268 12 1 $55.60 1 $58.70 $114.30
016-012-19 269 12 1 $55.60 1 $58.70 $114.30
016-012-23 270 10 1 $55.60 1 $58.70 $114.30
016-012-26 271 10 1 $55.60 0 $0.00 $55.60
016-012-27 272 12 1 $55.60 1 $58.70 $114.30
016-012-32 273 10 1 $55.60 1 $58.70 $114.30
016-012-33 274 10 1 $55.60 1 $58.70 $114.30
016-012-34 275 10 0 $0.00 0 $0.00 $0.00
016-012-37 276 12 1 $55.60 1 $58.70 $114.30
016-012-38 277 12 1 $55.60 1 $58.70 $114.30
016-012-46 278 10 1 $55.60 1 $58.70 $114.30
016-012-54 279 10 1 $55.60 1 $58.70 $114.30
016-012-55 280 10 1 $55.60 1 $58.70 $114.30
016-012-59 281 10 1 $55.60 1 $58.70 $114.30
016-012-64 282 9 1 $55.60 1 $58.70 $114.30
016-012-65 283 9 1 $55.60 0 $0.00 $55.60
016-012-67 284 10 1 $55.60 0 $0.00 $55.60
016-012-68 285 10 1 $55.60 1 $58.70 $114.30
016-021-01 286 5 1 $55.60 1 $58.70 $114.30
016-021-02 287 9 1 $55.60 1 $58.70 $114.30
016-021-80 288M 9 1 $55.60 1 $58.70 $114.30
016-021-10 289 9 1 $55.60 1 $58.70 $114.30
016-021-11 290 9 1 $55.60 0 $0.00 $55.60
016-021-79 291 5 1 $55.60 1 $58.70 $114.30
016-021-15 292 5 1 $55.60 1 $58.70 $114.30
016-021-16 293 5 1 $55.60 1 $58.70 $114.30
016-021-20 294 5 1 $55.60 1 $58.70 $114.30
016-021-22 295 5 1 $55.60 1 $58.70 $114.30
016-021-25 296 9 1 $55.60 1 $58.70 $114.30
016-021-35 298 5 1 $55.60 1 $58.70 $114.30
016-021-36 299 5 1 $55.60 1 $58.70 $114.30
016-021-37 300 5 1 $55.60 1 $58.70 $114.30
016-021-77 301M 9 1 $55.60 1 $58.70 $114.30
016-021-46 302 9 1 $55.60 1 $58.70 $114.30
016-021-49 303 9 1 $55.60 0 $0.00 $55.60
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

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Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
016-021-50 304 9 1 $55.60 1 $58.70 $114.30
016-021-51 305 9 1 $55.60 1 $58.70 $114.30
016-021-52 306 5 1 $55.60 1 $58.70 $114.30
016-021-53 307 5 0 $0.00 0 $0.00 $0.00
016-021-54 308 9 1 $55.60 1 $58.70 $114.30
016-021-55 309 9 0 $0.00 0 $0.00 $0.00
016-021-58 310 9 1 $55.60 1 $58.70 $114.30
016-021-61 311 9 1 $55.60 1 $58.70 $114.30
016-021-64 312 9 1 $55.60 0 $0.00 $55.60
016-021-65 313 9 1 $55.60 1 $58.70 $114.30
016-021-73 314 5 1 $55.60 1 $58.70 $114.30
016-021-74 315 5 1 $55.60 0 $0.00 $55.60
016-021-75 316 5 1 $55.60 1 $58.70 $114.30
016-031-01 317 5 1 $55.60 1 $58.70 $114.30
016-031-02 318 5 1 $55.60 1 $58.70 $114.30
016-031-03 319 5 1 $55.60 0 $0.00 $55.60
016-031-04 320 5 1 $55.60 0 $0.00 $55.60
016-031-05 321 5 1 $55.60 0 $0.00 $55.60
016-031-06 322 5 1 $55.60 1 $58.70 $114.30
016-031-07 323 5 1 $55.60 1 $58.70 $114.30
016-031-08 324 5 1 $55.60 1 $58.70 $114.30
016-031-09 325 5 1 $55.60 1 $58.70 $114.30
016-031-10 326 5 1 $55.60 1 $58.70 $114.30
016-031-11 327 5 1 $55.60 1 $58.70 $114.30
016-031-12 328 5 1 $55.60 1 $58.70 $114.30
016-031-13 329 5 1 $55.60 0 $0.00 $55.60
016-031-14 330 5 1 $55.60 0 $0.00 $55.60
016-031-15 331 5 1 $55.60 1 $58.70 $114.30
016-031-16 332 5 1 $55.60 1 $58.70 $114.30
016-031-17 333 5 1 $55.60 1 $58.70 $114.30
016-031-18 334 5 1 $55.60 1 $58.70 $114.30
016-031-19 335 5 1 $55.60 1 $58.70 $114.30
016-031-20 336 5 1 $55.60 1 $58.70 $114.30
016-031-21 337 5 1 $55.60 0 $0.00 $55.60
016-031-22 338 12 1 $55.60 1 $58.70 $114.30
016-031-23 339 5 1 $55.60 1 $58.70 $114.30
016-031-25 340 12 1 $55.60 1 $58.70 $114.30
016-031-26 341 12 1 $55.60 1 $58.70 $114.30
016-031-27 342 12 1 $55.60 1 $58.70 $114.30
016-031-28 343 12 1 $55.60 1 $58.70 $114.30
016-031-29 344 6 1.5 $83.40 0 $0.00 $83.40
016-031-30 345 5 1 $55.60 1 $58.70 $114.30
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 20 ends

Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
016-031-31 346 5 1 $55.60 0 $0.00 $55.60
016-031-32 347 5 1 $55.60 1 $58.70 $114.30
016-031-33 348 5 1 $55.60 0 $0.00 $55.60
016-031-34 349 5 1 $55.60 0 $0.00 $55.60
016-031-35 350 5 1 $55.60 1 $58.70 $114.30
016-031-41 351M 5 1 $55.60 1 $58.70 $114.30
016-031-38 353 5 1 $55.60 1 $58.70 $114.30
016-031-39 354 12 1.5 $83.41 1.5 $88.05 $171.46
016-031-40 355 12 0 $0.00 0 $0.00 $0.00
016-032-02 356 12 1 $55.60 1 $58.70 $114.30
016-032-03 357 12 1 $55.60 1 $58.70 $114.30
016-032-05 358 12 1 $55.60 1 $58.70 $114.30
016-032-06 359 12 1 $55.60 1 $58.70 $114.30
016-032-09 360 12 1 $55.60 1 $58.70 $114.30
016-032-10 361 12 1 $55.60 1 $58.70 $114.30
016-032-11 362 12 1 $55.60 1 $58.70 $114.30
016-033-01 363 6 1 $55.60 1 $58.70 $114.30
016-033-02 364 6 1 $55.60 1 $58.70 $114.30
016-033-03 365 6 1 $55.60 1 $58.70 $114.30
016-033-04 366 6 1 $55.60 1 $58.70 $114.30
016-033-05 367 12 1 $55.60 1 $58.70 $114.30
016-033-06 368 12 1 $55.60 1 $58.70 $114.30
016-033-07 369 12 1 $55.60 1 $58.70 $114.30
016-033-15 370 6 1 $55.60 1 $58.70 $114.30
016-033-16 371 6 1 $55.60 1 $58.70 $114.30
016-033-17 372 6 1 $55.60 1 $58.70 $114.30
016-033-18 373 6 1 $55.60 1 $58.70 $114.30
016-033-19 374 6 1 $55.60 1 $58.70 $114.30
016-033-20 375 12 1 $55.60 1 $58.70 $114.30
016-041-01 376 5 1 $55.60 1 $58.70 $114.30
016-041-02 377 5 1 $55.60 1 $58.70 $114.30
016-041-03 378 5 1 $55.60 1 $58.70 $114.30
016-041-04 379 5 1 $55.60 1 $58.70 $114.30
016-041-05 380 5 1 $55.60 1 $58.70 $114.30
016-041-06 381 4 1 $55.60 1 $58.70 $114.30
016-041-07 382M 5 1 $55.60 1 $58.70 $114.30
016-041-96 383M 4 1 $55.60 0 $0.00 $55.60
016-041-10 384 4 1 $55.60 1 $58.70 $114.30
016-041-11 385 4 1 $55.60 1 $58.70 $114.30
016-041-12 386 4 1 $55.60 1 $58.70 $114.30
016-041-13 387 4 1 $55.60 1 $58.70 $114.30
016-041-16 388 4 1 $55.60 1 $58.70 $114.30
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 21 ends

Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
016-041-17 389 4 1 $55.60 1 $58.70 $114.30
016-041-20 390 4 1 $55.60 1 $58.70 $114.30
016-041-21 391 4 1 $55.60 1 $58.70 $114.30
016-041-22 392 4 1 $55.60 0 $0.00 $55.60
016-041-23 393 4 1 $55.60 1 $58.70 $114.30
016-041-24 394 4 1 $55.60 1 $58.70 $114.30
016-041-25 395 5 1 $55.60 1 $58.70 $114.30
016-041-26 396 5 1 $55.60 1 $58.70 $114.30
016-041-27 397 5 1 $55.60 0 $0.00 $55.60
016-041-28 398 5 1 $55.60 1 $58.70 $114.30
016-041-29 399 5 1 $55.60 1 $58.70 $114.30
016-041-31 400 4 1 $55.60 1 $58.70 $114.30
016-041-33 401 4 1 $55.60 1 $58.70 $114.30
016-041-34 402 4 1 $55.60 1 $58.70 $114.30
016-041-46 403 4 1 $55.60 1 $58.70 $114.30
016-041-51 404 4 0 $0.00 0 $0.00 $0.00
016-041-52 405 4 1 $55.60 0 $0.00 $55.60
016-041-61 406 4 1 $55.60 1 $58.70 $114.30
016-041-62 407 4 1 $55.60 1 $58.70 $114.30
016-041-63 408 4 1 $55.60 1 $58.70 $114.30
016-041-64 409 4 1 $55.60 1 $58.70 $114.30
016-041-65 410 4 0 $0.00 0 $0.00 $0.00
016-041-67 411 4 1 $55.60 1 $58.70 $114.30
016-041-68 412 4 0 $0.00 0 $0.00 $0.00
016-041-69 413 4 0 $0.00 0 $0.00 $0.00
016-041-70 414 4 1 $55.60 0 $0.00 $55.60
016-041-72 415 4 1 $55.60 1 $58.70 $114.30
016-041-73 416 4 0 $0.00 0 $0.00 $0.00
016-041-74 417 5 0 $0.00 0 $0.00 $0.00
016-041-75 418 5 0 $0.00 0 $0.00 $0.00
016-041-77 420 6 1 $55.60 1 $58.70 $114.30
016-041-95 421M 4 1 $55.60 1 $58.70 $114.30
016-041-79 422 4 1 $55.60 1 $58.70 $114.30
016-041-80 423 4 1 $55.60 1 $58.70 $114.30
016-041-81 424 4 1 $55.60 1 $58.70 $114.30
016-041-82 425 4 1 $55.60 0 $0.00 $55.60
016-041-83 426 6 1 $55.60 1 $58.70 $114.30
016-041-84 427 6 1 $55.60 1 $58.70 $114.30
016-041-85 428 4 1 $55.60 1 $58.70 $114.30
016-041-86 429 4 1 $55.60 1 $58.70 $114.30
016-041-88 431 5 0 $0.00 0 $0.00 $0.00
016-041-89 432 5 0 $0.00 0 $0.00 $0.00
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 22 ends

Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
016-041-97 433M 4 1 $55.60 0 $0.00 $55.60
016-041-93 435 4 1 $55.60 1 $58.70 $114.30
016-041-94 436 4 0 $0.00 0 $0.00 $0.00
016-051-05 437 3 0 $0.00 0 $0.00 $0.00
016-051-06 438 3 0 $0.00 0 $0.00 $0.00
016-052-02 439 4 1 $55.60 1 $58.70 $114.30
016-052-03 440 4 0 $0.00 0 $0.00 $0.00
016-052-04 441 4 1 $55.60 1 $58.70 $114.30
016-052-05 442 4 1 $55.60 1 $58.70 $114.30
016-052-06 443 4 1 $55.60 1 $58.70 $114.30
016-052-07 444 4 1 $55.60 1 $58.70 $114.30
016-052-08 445 4 1 $55.60 1 $58.70 $114.30
016-052-09 446 4 1 $55.60 1 $58.70 $114.30
016-052-13 447 3 1 $55.60 1 $58.70 $114.30
016-052-15 448 4 1 $55.60 1 $58.70 $114.30
016-052-18 449 4 1 $55.60 1 $58.70 $114.30
016-052-20 450 4 1 $55.60 1 $58.70 $114.30
016-052-21 451 3 1 $55.60 1 $58.70 $114.30
016-052-22 452 3 1 $55.60 1 $58.70 $114.30
016-052-23 453 4 1 $55.60 1 $58.70 $114.30
016-052-24 454 4 1 $55.60 1 $58.70 $114.30
016-052-25 455 4 1 $55.60 1 $58.70 $114.30
016-052-26 456 4 1 $55.60 1 $58.70 $114.30
016-052-27 457 3 1 $55.60 1 $58.70 $114.30
016-052-28 458 4 1 $55.60 1 $58.70 $114.30
016-052-29 459 4 1 $55.60 1 $58.70 $114.30
016-053-01 460 4 1 $55.60 1 $58.70 $114.30
016-053-02 461 4 1 $55.60 1 $58.70 $114.30
016-053-03 462 4 1 $55.60 1 $58.70 $114.30
016-053-06 463 4 1 $55.60 0 $0.00 $55.60
016-053-07 464 4 1 $55.60 1 $58.70 $114.30
016-053-08 465 4 1 $55.60 1 $58.70 $114.30
016-053-09 466 3 1 $55.60 1 $58.70 $114.30
016-053-10 467 3 1 $55.60 1 $58.70 $114.30
016-053-12 468 3 1 $55.60 1 $58.70 $114.30
016-054-02 469 4 1 $55.60 1 $58.70 $114.30
016-054-08 470 4 1 $55.60 1 $58.70 $114.30
016-054-10 471 4 1 $55.60 1 $58.70 $114.30
016-054-12 472 4 1 $55.60 0 $0.00 $55.60
016-054-13 473 4 1 $55.60 1 $58.70 $114.30
016-054-14 474 4 0 $0.00 0 $0.00 $0.00
016-054-15 475 4 1 $55.60 1 $58.70 $114.30
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 23 ends

Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
016-054-16 476 4 1 $55.60 1 $58.70 $114.30
016-054-17 477 4 1 $55.60 1 $58.70 $114.30
016-054-18 478 4 1 $55.60 1 $58.70 $114.30
016-054-19 479 4 1 $55.60 1 $58.70 $114.30
016-054-24 480 3 0 $0.00 0 $0.00 $0.00
016-054-25 481 3 1 $55.60 1 $58.70 $114.30
016-061-01 482 2 1 $55.60 1 $58.70 $114.30
016-062-01 483 2 1 $55.60 1 $58.70 $114.30
016-062-02 484 2 1 $55.60 1 $58.70 $114.30
016-062-03 485 2 1 $55.60 1 $58.70 $114.30
016-064-01 486 3 1 $55.60 1 $58.70 $114.30
016-064-02 487 3 1 $55.60 1 $58.70 $114.30
016-064-03 488 3 1 $55.60 1 $58.70 $114.30
016-064-04 489 3 1 $55.60 1 $58.70 $114.30
016-064-08 490 2 1 $55.60 1 $58.70 $114.30
016-064-09 491 2 1 $55.60 0 $0.00 $55.60
016-064-10 492 2 1 $55.60 1 $58.70 $114.30
016-064-13 493 2 1 $55.60 1 $58.70 $114.30
016-064-14 494 3 1 $55.60 1 $58.70 $114.30
016-064-15 495 3 1 $55.60 1 $58.70 $114.30
016-064-16 496 3 1 $55.60 1 $58.70 $114.30
016-064-17 497 3 1 $55.60 1 $58.70 $114.30
016-064-18 498 3 1 $55.60 1 $58.70 $114.30
016-064-19 499 3 1 $55.60 0 $0.00 $55.60
016-064-20 500 3 1 $55.60 0 $0.00 $55.60
016-064-21 501 3 1 $55.60 1 $58.70 $114.30
016-064-22 502 3 1 $55.60 0 $0.00 $55.60
016-064-23 503 3 1 $55.60 1 $58.70 $114.30
016-064-24 504 3 1 $55.60 1 $58.70 $114.30
016-064-25 505 3 1 $55.60 1 $58.70 $114.30
016-064-26 506 2 1 $55.60 1 $58.70 $114.30
016-064-27 507 2 1 $55.60 1 $58.70 $114.30
016-064-28 508 2 1 $55.60 1 $58.70 $114.30
016-064-29 509 2 1 $55.60 1 $58.70 $114.30
016-064-30 510 2 1 $55.60 0 $0.00 $55.60
016-064-31 511 2 1 $55.60 0 $0.00 $55.60
016-064-32 512 2 1 $55.60 0 $0.00 $55.60
016-064-33 513 2 1 $55.60 1 $58.70 $114.30
016-064-34 514 2 1 $55.60 1 $58.70 $114.30
016-064-35 515 2 0 $0.00 0 $0.00 $0.00
016-064-36 516 2 1 $55.60 1 $58.70 $114.30
016-064-37 517 2 1 $55.60 1 $58.70 $114.30
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 24 ends

Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
016-064-38 518 2 1 $55.60 1 $58.70 $114.30
016-064-39 519 2 1 $55.60 0 $0.00 $55.60
016-064-40 520 2 1 $55.60 1 $58.70 $114.30
016-064-41 521 2 1 $55.60 1 $58.70 $114.30
016-064-42 522 2 1 $55.60 1 $58.70 $114.30
016-064-43 523 2 1 $55.60 1 $58.70 $114.30
016-064-44 524 2 1 $55.60 1 $58.70 $114.30
016-064-45 525 2 1 $55.60 1 $58.70 $114.30
016-064-46 526 2 1 $55.60 1 $58.70 $114.30
016-064-47 527 2 1 $55.60 1 $58.70 $114.30
016-064-48 528 2 1 $55.60 1 $58.70 $114.30
016-064-49 529 2 1 $55.60 1 $58.70 $114.30
016-064-50 530 2 1 $55.60 1 $58.70 $114.30
016-064-51 531 2 1 $55.60 1 $58.70 $114.30
016-064-52 532 3 1 $55.60 1 $58.70 $114.30
016-064-53 533 3 1 $55.60 1 $58.70 $114.30
016-064-54 534 3 1 $55.60 1 $58.70 $114.30
016-064-55 535 3 1 $55.60 1 $58.70 $114.30
016-064-56 536 3 1 $55.60 1 $58.70 $114.30
016-064-57 537 3 1 $55.60 1 $58.70 $114.30
016-064-58 538 2 1 $55.60 0 $0.00 $55.60
016-064-59 539 2 1 $55.60 1 $58.70 $114.30
016-064-60 540 2 1 $55.60 1 $58.70 $114.30
016-064-61 541 2 1 $55.60 1 $58.70 $114.30
016-064-68 542 3 1 $55.60 1 $58.70 $114.30
016-064-69 543 3 1 $55.60 1 $58.70 $114.30
016-064-70 544 2 1 $55.60 1 $58.70 $114.30
016-091-12 550 13 1 $55.60 1 $58.70 $114.30
016-091-13 551 13 1 $55.60 1 $58.70 $114.30
016-091-14 552 13 1 $55.60 1 $58.70 $114.30
016-091-15 553 13 1 $55.60 1 $58.70 $114.30
016-091-16 554 13 1 $55.60 1 $58.70 $114.30
016-091-17 555 13 1 $55.60 1 $58.70 $114.30
016-091-18 556 13 1 $55.60 1 $58.70 $114.30
016-091-23 557 13 1 $55.60 1 $58.70 $114.30
016-091-25 558 13 1 $55.60 1 $58.70 $114.30
016-091-26 559 13 1 $55.60 1 $58.70 $114.30
016-091-27 560 13 1 $55.60 1 $58.70 $114.30
016-091-34 561 13 1 $55.60 1 $58.70 $114.30
016-091-35 562 13 0 $0.00 0 $0.00 $0.00
016-091-36 563 13 1 $55.60 1 $58.70 $114.30
016-091-37 564 13 1 $55.60 1 $58.70 $114.30
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 25 ends

Assessor's
Parcel Number
Assessment
#
Sheet
#
Operations
&
Maintenance
EBU
Operations
&
Maintenance
Assessment
Debt
Service
EBU
Debt
Service
Assessment
Total
Assessments
016-091-38 565 13 1 $55.60 1 $58.70 $114.30
016-091-39 566 13 1 $55.60 1 $58.70 $114.30
016-091-40 567 13 1 $55.60 1 $58.70 $114.30
016-091-41 568 13 1 $55.60 1 $58.70 $114.30
016-091-63 569M 13 1 $55.60 1 $58.70 $114.30
016-091-47 570 13 1 $55.60 1 $58.70 $114.30
016-091-48 571 13 1 $55.60 1 $58.70 $114.30
016-091-50 572 13 0 $0.00 0 $0.00 $0.00
016-091-51 573 13 0 $0.00 0 $0.00 $0.00
016-091-52 574 13 1 $55.60 1 $58.70 $114.30
016-091-54 575 13 1 $55.60 1 $58.70 $114.30
016-091-55 576 13 0 $0.00 0 $0.00 $0.00
016-091-58 577 13 1 $55.60 1 $58.70 $114.30
016-091-60 578 13 1 $55.60 1 $58.70 $114.30
016-091-62 580 13 1 $55.60 1 $58.70 $114.30
016-092-01 581 13 1 $55.60 1 $58.70 $114.30
016-092-02 582 13 1 $55.60 0 $0.00 $55.60
016-093-01 583 13 1 $55.60 1 $58.70 $114.30
016-093-02 584 13 1 $55.60 1 $58.70 $114.30
016-093-04 585 13 0 $0.00 0 $0.00 $0.00
016-093-05 586 13 1 $55.60 1 $58.70 $114.30
016-094-01 587 8 1 $55.60 1 $58.70 $114.30
016-094-02 588 8 1 $55.60 1 $58.70 $114.30
016-094-04 589 13 1 $55.60 1 $58.70 $114.30
016-094-05 590 13 1 $55.60 1 $58.70 $114.30
016-101-12 591 12 1 $55.60 1 $58.70 $114.30
016-101-13 592 11 1 $55.60 1 $58.70 $114.30
016-101-15 593 11 0 $0.00 0 $0.00 $0.00
016-101-16 594 11 1 $55.60 1 $58.70 $114.30
016-101-23 595 10 1 $55.60 1 $58.70 $114.30
016-101-28 596 11 1 $55.60 1 $58.70 $114.30
016-101-30 597 10 1 $55.60 1 $58.70 $114.30
016-101-32 598 10 1 $55.60 1 $58.70 $114.30
016-101-33 599 10 1 $55.60 1 $58.70 $114.30
016-101-34 600 11 1 $55.60 1 $58.70 $114.30
016-101-35 601 11 0 $0.00 0 $0.00 $0.00
016-101-36 602 12 1 $55.60 1 $58.70 $114.30
016-102-02 603 11 1 $55.60 1 $58.70 $114.30
016-102-03 604 11 1 $55.60 0 $0.00 $55.60
016-102-04 605 12 1 $55.60 1 $58.70 $114.30
016-102-05 606 12 1 $55.60 1 $58.70 $114.30
016-102-06 607 12 1 $55.60 0 $0.00 $55.60
PART C

ASSESSMENT ROLL
(Please Refer to Part D – Method of Apportionment of Assessment for a Summary of Changes to Part C – Assessment Roll

Page 26 ends

San Rafael City CouncilJuly 17, 2023

San Rafael City Council
July 17, 2023