CITY COUNCIL AGENDA
June 11, 2024
WE PROVIDE EFFICIENT DELIVERY OF QUALITY PUBLIC SERVICES THAT ARE
ESSENTIAL TO THOSE WHO LIVE AND WORK IN SAN RAMON
David E. Hudson, Mayor • Scott Perkins, Vice Mayor
Mark Armstrong, Councilmember • Marisol Rubio, Councilmember • Sridhar Verose, Councilmember Council Chamber
7000 Bollinger Canyon Road
REGULAR MEETING – 7:00 PM
Agenda Questions: Please contact the City Clerk (925) 973-2539 or [email protected] Please refer to the end of the agenda to review options for participation in the meeting.
Unless stated otherwise on the agenda, every item on the agenda is exempt from CEQA Guidelines Sections 15060(c), 15061(b)(3), 15273, 15378, 15301, 15323 and/or Public Resources Code Section 21065.
1. CALL TO ORDER/ROLL CALL
2. PLEDGE OF ALLEGIANCE
3. ANNOUNCEMENTS
3.1 Changes and Additions to the Agenda
3.2 If you wish to speak under Public Comment or regarding an agenda item please fill out a speaker card located in the back of the room and submit it to the City Clerk.
4. PUBLIC COMMENT
Members of the audience are encouraged to address the City Council on any non-agenda item relating to the business of the City Council. Comments are limited to three (3) minutes, or less time if a large number of speakers are anticipated. A speaker may not allocate their time to another speaker. All remarks shall be addressed to the City Council.
Comments from the public on non-agenda items may also be submitted by email to [email protected]. Comments received by email will not be read aloud; however, they will be forwarded to the Council for their consideration. If you wish to present your comments to the public, you may do so in-person during this Public Comment period. No Council action can be taken at this meeting on issues raised during public comment.
During public comment, members of the public are permitted to address the City Council only on the following:
2 City Council Meeting – June 11, 2024
Any non-agenda item relating to the business of the City Council. Items that are on the Consent Calendar, including requests to pull an item from the consent calendar and the reason why you wish to pull the item or items. Please note that the decision to remove the item from the Consent Calendar is strictly at the discretion of the City Council.
Requests for Future Agenda Items.
Special Presentation Items under Section 6 of tonight’s Agenda. Items that are not on the agenda and are within the City Council’s jurisdiction.
5. CONSENT CALENDAR
Consent Calendar items are considered routine and are acted upon by the City Council with a single action. Members of the audience wishing to provide public input may request (by email to the City Clerk or under Item 4 Public Comment) that the City Council remove the item from the Consent Calendar. Members of the public may request that items be removed from the Consent Calendar, however, the decision to remove the item is solely at the discretion of the City Council.
With respect to the approval of resolutions and ordinances, the reading of the title thereto shall be deemed a motion to waive a reading of the complete resolution or ordinance and unless there is a request by a Council member that the resolution or ordinance be read in full, further reading of the resolution or ordinance shall be deemed waived by unanimous consent of the Council.
5.1 Minutes of the City Council Regular Meeting - May 28, 2024 Recommendation: Approve Minutes
5.2 Minutes of the City Council Special Meeting - June 4, 2024 Recommendation: Approve Minutes
5.3 Resolution No. 2024-062 - Adopting Findings to Appropriate Funds in the Child Care, Private Sector Arts and Beautification Contribution (City Beautification), Creek Mitigation, Drainage Mitigation, Geographic Information System (GIS) Mapping, Park Development, and Traffic Improvement Funds, for the Period Ending June 30, 2023
Recommendation: Approve Resolution No. 2024-062
5.4 Resolution No. 2024-063 - Adopting a List of Projects for FY 2024/25 Funded by Senate Bill 1, the Road Repair and Accountability Act of 2017 Recommendation: Approve Resolution No. 2024-063
5.5 Resolution No. 2024-064 - Approving the Parcel Map for Minor Subdivision MS 22-0001 Located at 47 Paddock Lane (APN 209-750-012)
Recommendation: Approve Resolution No. 2024-064
3 City Council Meeting – June 11, 2024
5.6 Resolution No. 2024-065 - Authorizing the City Manager to Execute a Cooperative Agreement with Contra Costa Transportation Authority (CCTA) Innovate 680 – Automated Driving System (ADS) Program Project 3, for the Implementation, Deployment, and Testing of Automated Driving System Elements on Designated City Streets (Traffic Detection Equipment, Electrical Charging Stations, and Data Sharing), with CCTA Providing Full Reimbursement for All Expenses Not to Exceed $250,000
Recommendation: Approve Resolution No. 2024-065
5.7 Resolution No. 2024-066 - Authorizing the Mayor to Execute Amendment No. 2 to the Agreement (C2018-037) with VenueTech Management Group, Inc. for the Management and Operations of Dougherty Valley Performing Arts Center and Front Row Theater, Authorizing a Time Extension to June 30, 2026, and Authorizing Additional Funds in an Amount Not to Exceed $1,487,768, for a Total Cumulative Contract Amount Not to Exceed $5,222,632 Recommendation: Approve Resolution No. 2024-066
6. SPECIAL PRESENTATIONS
6.1 Proclamation Declaring June 2024 as LGBTQ+ Pride Month Presentation to Taylor denBroeder and Angie Corritone, Boardmembers of PFLAG Danville/San Ramon Chapter
6.2 Recognition of San Ramon iQuest 2023/2024 Interns: Joseph Augello, Xinrong Zhu, Nami Ranjbarsade, Nat Lentzen, Kyra Li, and Ivy Valine. Introduction by Megan O’Donoghue, Human Resource Manager.
6.3 Proclamation Honoring Maria Fierner upon her retirement. Introduction by City Manager Steven Spedowfski. Presentation by the City Council.
7. DEFERRED CONSENT ITEMS
8. UNFINISHED BUSINESS
8.1 Public Hearing: Resolution No. 2024-067 - Confirming the Landscaping & Lighting District No. 1984-1 Diagram and Assessments and Levying the Landscaping & Lighting District No. 1984-1 Assessments for Fiscal Year 2024/25
Recommendation: Receive the Report, Open the Public Hearing, Take Public Testimony, Close the Public Hearing, Deliberate, and Approve Resolution No. 2024-067
Staff Report by Gary Manuel, Public Services Program Manager 4 City Council Meeting – June 11, 2024
8.2 Public Hearing: Resolution No. 2024-068 - Confirming the Preserve Landscaping and Lighting District Assessment Diagram and Assessments, and Levying the Preserve Landscaping and Lighting District Assessments for Fiscal Year 2024/25
Recommendation: Receive the Report, Open the Public Hearing, Take Public Testimony, Close the Public Hearing, Deliberate, and Approve Resolution No. 2024-068
Staff Report by Jon Bell, Public Services Division Manager
9. NEW BUSINESS
9.1 Resolution No. 2024-069 - Establishing a Word Count Limit for the Voluntary Candidate Statement for the 2024 Municipal Election
Recommendation: Approve Resolution No. 2024-069
Staff Report by Christina Franco, City Clerk
9.2 Resolution No. 2024-070 - Establishing a Voluntary Campaign Expenditure Limitation for the 2024 Municipal Election
Recommendation: Approve Resolution No. 2024-070
Staff Report by Christina Franco, City Clerk
10. CITY MANAGER'S AND CITY COUNCIL MEMBERS' COMMENTS /
MATTERS INITIATED
11. ADJOURNMENT
I hereby certify the agenda was posted 72 hours before the noted meeting. This agenda is posted in accordance with Government Code Section 54954.2(a).
Dated: June 7, 2024
5 City Council Meeting – June 11, 2024
HOW TO VIEW OR PARTICIPATE IN THE MEETING:
The public is invited to participate in the meeting using any of the following methods:
IN-PERSON
Members of the public can provide in-person comments at the meeting. To make a request for disability-related accommodation to participate in the meeting, please contact the City Clerk’s Office 48 hours in advance of the meeting.
WRITTEN COMMUNICATION BY EMAIL
Public comments may be submitted via e-mail to [email protected]. Any public comments received up until two (2) hours prior to the scheduled start time of the meeting will be distributed to the City Council via e-mail, provided at the meeting in the red binder, and posted online at https://www.sanramon.ca.gov/public_comment.
Written comments received after the cut-off time will be provided to the City Council the day following the meeting.
Please include “Public Comment” in the subject line. In the body of the email please include your name and the item you wish to comment on. Written public comment will not be read aloud during the meeting.
TO VIEW OR LISTEN ONLY
As a courtesy and technology permitting, the public will have the opportunity to view the meeting via one-way feed by the options below. However, the City cannot guarantee that the public’s remote access to any meeting will be uninterrupted, and technical difficulties may occur from time to time. In those instances, so long as the public may still attend the meeting in person, the meeting will continue. Members of the public desiring to provide comments as a part of the meeting are encouraged to either submit written comments prior to the meeting or to attend the meeting in person.
a. Zoom: https://cityofsanramon.zoom.us/j/97205402579
Webinar ID: 972 0540 2579
b. Zoom Phone Numbers: +1 (669) 900-6833
c. The City’s YouTube Channel: www.sanramon.ca.gov/YouTube Regular City Council meetings are broadcast on Contra Costa Television (CCTV) (Channel 27) on Wednesdays at 7:00 p.m. and Thursdays at 1:00 p.m. immediately following the meeting. Regular City Council meetings are also broadcast on AT&T U-Verse (Channel 99).
ATTENDEE CONDUCT
There will be zero tolerance for any person addressing the Council making profane, offensive and disruptive remarks, or engaging in loud, boisterous, or other disorderly conduct, that disrupts the orderly conduct of the public meeting.
Specifically, it is important for all speakers to adhere to the following guidelines for participation in this meeting:
a. No profanity or obscenity.
b. Refrain from personal threats or attacks.
c. Refrain from hateful epithets and demeaning language based on any person’s race, religion, sexual orientation, ethnicity, gender, or disability.
d. Respect all people that are present or watching.
At the discretion of the Mayor, a speaker may forfeit speaking time for any of the following reasons:
a. Exceeding the allotted time to speak;
b. Yelling, screaming, or other behavior that renders this Council unable to continue the meeting; c. Excessive profanity or slander;
d. Specific threats or “fighting words” that incite violence; or e. Speech that is outside the subject matter jurisdiction of the Council or the specific agenda item in which you are speaking.
While the City of San Ramon ensures the First Amendment rights of its citizens, we do not accept nor endorse any offensive or hateful comments made during our meetings. The City of San Ramon celebrates the diversity of our community, and we strive to be a welcoming and open community for all.
MINUTES OF THE
CITY OF SAN RAMON
CITY COUNCIL MEETING
May 28, 2024
1. CALL TO ORDER/ROLL CALL
Vice Mayor Perkins called the meeting to order at 7:00 p.m.
Also in attendance: Deputy City Manager Scott Koll, City Attorney Martin Lysons, City Clerk Christina Franco, Interim Public Works Director Maria Fierner, Administrative Services Director Kelly Sessions, and Division Manager Candace Daniels.
2. PLEDGE OF ALLEGIANCE
3. ANNOUNCEMENTS
3.1 Changes and Additions to the Agenda
3.2 If you wish to speak under Public Comment or regarding an agenda item please fill out a speaker card located in the back of the room and submit it to the City Clerk.
4. PUBLIC COMMENT
Public comment was received from former mayor Bill Clarkson.
5. CONSENT CALENDAR
Cm. Verose's motion to approve consent calendar items 5.1-5.10 was seconded by Cm.
Rubio. The motion passed 4-0-1-0. Mayor Hudson was absent.
RESULT: ADOPTED [UNANIMOUS]
MOVER: Sridhar Verose, Councilmember
SECONDER: Marisol Rubio, Councilmember
AYES: Armstrong, Verose, Rubio, Perkins
5.1 Minutes of the City Council Regular Meeting and Closed Session - May 14, 2024 Recommendation: Accept Minutes
5.2 Minutes of the City Council Special Meeting - May 20, 2024 Recommendation: Accept Minutes
Attendee Name Title Status
Dave Hudson Mayor Absent
Scott Perkins Vice Mayor Present
Mark Armstrong Councilmember Present
Sridhar Verose Councilmember Present
Marisol Rubio Councilmember Present
5.1 Packet Pg. 7
Minutes Acceptance: Minutes of May 28, 2024 7:00 PM (CONSENT CALENDAR) 2 City Council Meeting – May 28, 2024
5.3 Minutes of the City Council Special Meeting - May 21, 2024 3:30 PM Recommendation: Accept Minutes
5.4 Register of Demands as Presented by the City Treasurer (Period Ending April 30, 2024)
Recommendation: Approve Register of Demands
5.5 Minute Order No. 2024-004 - Authorizing Councilmember Rubio to Attend the Association of Bay Area Government General Assembly on June 21, 2024 as the City’s Voting Delegate
Recommendation: Approve Minute Order No. 2024-004
5.6 Resolution No. 2024-058 - Repealing Resolution No. 2022-029; Adopting by Reference Section 18730 of Title 2 of the California Code of Regulations and Any Amendments to it Adopted by the Fair Political Practices Commission; and Designating Positions and Disclosure Category for Fair Political Practices Commission Form 700 Filers
Recommendation: Approve Resolution No. 2024-058
5.7 Resolution No. 2024-059 - Authorizing the Mayor to Appropriate $63,457 to Dougherty Station Community Arts Center Renovation Project (CIP 200004) from Infrastructure Maintenance Fund (618), and to Execute Amendment No. 6 to the Agreement with Roebbelen Contracting, Inc. (C2018-071) for As-Needed Construction Consulting Services for the Dougherty Station Community Arts Center Renovation Project (CIP 200004) and San Ramon Olympic Pool and Aquatic Park – Interior Renovations (CIP 200006) for an Additional Amount Not to Exceed $240,146, for a Total Cumulative Amount Not to Exceed $2,470,454, through December 31, 2024
Recommendation: Approve Resolution No. 2024-059
5.8 Resolution No. 2024-060 - Authorizing the Mayor to Appropriate $227,108 to the San Ramon Olympic Pool and Aquatic Park Renovation – Interior Improvements Project (CIP 200006) from Infrastructure Maintenance Fund (618), and to Execute Amendment No. 1 to the Agreement with Rodan Builders, Inc. (C2023- 042) for Construction Services for the San Ramon Olympic Pool and Aquatic Park Renovation – Interior Improvements Project (CIP 200006) for an Additional Amount Not to Exceed $125,281, for a Total Cumulative Amount Not to Exceed $1,401,081, through July 31, 2024
Recommendation: Approve Resolution No. 2024-060
5.1 Packet Pg. 8
Minutes Acceptance: Minutes of May 28, 2024 7:00 PM (CONSENT CALENDAR) 3 City Council Meeting – May 28, 2024
5.9 Resolution No. 2024-061 - Authorizing the Mayor to Execute an Agreement with Miracle Construction Company, Inc., DBA Miracle Playsystems for Playground Equipment Replacement at Ramona Park, as Part of the Citywide Playground Upgrades Project (CIP 955423) in an Amount Not to Exceed $314,400 through December 31, 2024, and Appropriate $61,400 from the Park Development Fund to the Citywide Playground Upgrades Project (CIP 955423) Recommendation: Approve Resolution No. 2024-061
5.10 Climate Action Plan Citizens' Task Force - Confirm Appointments Recommendation: Confirm Appointments to the Task Force
6. SPECIAL PRESENTATIONS
7. DEFERRED CONSENT ITEMS
8. NEW BUSINESS
8.1 Annual Audit Report for the City of San Ramon for the Fiscal Year Ended June 30, 2023
Recommendation: Review and Accept Report
Introduction by Candace Daniels, Division Manager. Presentation by Vikki Rodriquez, Maze and Associates.
No public comments were received.
8.2 Draft Five-Year Capital Improvement Program 2024-2029 Recommendation: Receive Report and Provide Comments to Staff Presentation by Maria Fierner, Interim Public Works Director.
The Vice Mayor opened public comment. There were no requests. The Vice Mayor closed public comment.
The City Council provided comments to staff.
9. UNFINISHED BUSINESS
9.1 Presentation of the FY 2024/25 Proposed Budget
Kelly Sessions, Administrative Services director, presented the item.
Public comment was received from Michel Masuda-Nash and Garry Chaban. Written public comment was received from Sil Padmas and Vi Lam West.
5.1 Packet Pg. 9
Minutes Acceptance: Minutes of May 28, 2024 7:00 PM (CONSENT CALENDAR) 4 City Council Meeting – May 28, 2024
Cm. Rubio's motion for the City Council will have a budget workshop on Tuesday, June 4, 2024 at 4:00 p.m. to consider using consider using general fund reserves and/or other Post-Employment Benefits (OPEB) trust fund reserves to close the remaining $3.5 million budget gap for the FY 2024/25 proposed budget, was second by Cm. Armstrong.
The motion passed 4-0-1-0. Mayor Hudson was absent.
10. CITY MANAGER'S AND CITY COUNCIL MEMBERS' COMMENTS /
MATTERS INITIATED
10.1 Discussion of Cancellation of an August 13, 2024 City Council Meeting The City Council agreed to cancel the August 27, 2024 meeting.
11. ADJOURNMENT
The meeting was adjourned at 10:30 p.m.
5.1 Packet Pg. 10
Minutes Acceptance: Minutes of May 28, 2024 7:00 PM (CONSENT CALENDAR)
MINUTES OF THE
CITY OF SAN RAMON
CITY COUNCIL SPECIAL MEETING
June 4, 2024
1. CALL TO ORDER/ROLL CALL
The meeting was called to order at 4:00 p.m.
Attendee Name Title Status Arrived
Dave Hudson Mayor Present 4:00 PM
Scott Perkins Vice Mayor Present 4:00 PM
Mark Armstrong Councilmember Present 4:00 PM
Sridhar Verose Councilmember Present 4:00 PM
Marisol Rubio Councilmember Present 4:00 PM
Also in attendance: City Manager Steven Spedowfski, City Attorney Martin Lysons, Administrative Services Director Kelly Sessions and Deputy City Clerk Joan Snashall.
2. COUNCIL BUSINESS
2.1 Consider Using General Fund Reserves and/or Other Post-Employment Benefits (OPEB) Trust Fund Reserves to Close the Remaining $3.5 Million Budget Gap for the FY 2024/25 Proposed Budget
Administrative Services Director Kelly Sessions presented the staff report.
Mayor Hudson opened public comment. Public comment was received by Greg Carr and Garry Chaban. Mayor Hudson closed public comment.
Cm. Perkins’ motion to close the budget gap from the Other Post-Employment Benefits (OPEB) trust and ask the City Manager to present a plan to restore the trust reserve to 88% by the end of the calendar year was seconded by Mayor Hudson. The motion passed 5-0-0-0.
RESULT: APPROVED [UNANIMOUS]
MOVER: Scott Perkins, Vice Mayor
SECONDER: Dave Hudson, Mayor
AYES: Hudson, Perkins, Armstrong, Verose, Rubio
3. ADJOURNMENT
The meeting was adjourned at 5:32 p.m.
5.2 Packet Pg. 11
Minutes Acceptance: Minutes of Jun 4, 2024 4:00 PM (CONSENT CALENDAR)
CITY COUNCIL STAFF REPORT
DATE: June 11, 2024
TO: City Council/City Manager
FROM: Maria Fierner, Interim Public Works Director
By: Amy Amiri, Senior Administrative Analyst
SUBJECT: RESOLUTION NO. 2024-062 - Adopting Findings to Appropriate Funds in the Child Care, Private Sector Arts and Beautification Contribution (City Beautification), Creek Mitigation, Drainage Mitigation, Geographic Information System (GIS) Mapping, Park Development, and Traffic Improvement Funds, for the Period Ending June 30, 2023
EXECUTIVE SUMMARY
The City of San Ramon is authorized under State law to require development applicants to contribute fees toward the cost of off-site public improvements that are needed as a result of the new development. Government Code 66001 requires the City to review annually the status of collected development impact and mitigation fees. This Report provides information related to the status of these funds for the period ending June 30, 2023, and adheres to the State law requirement of the City to provide a Public Notice that specifies that this Report is available for inspection. This Report is prepared after the previous fiscal year budget has been audited and finalized by the end of each calendar year.
RECOMMENDED ACTION
Staff recommends that the City Council approve this Resolution, adopting findings to appropriate funds in the Child Care, Private Sector Arts and Beautification Contribution (City Beautification), Creek Mitigation, Drainage Mitigation, Geographic Information System (GIS) Mapping, Park Development, and Traffic Improvement Funds, for the period ending June 30, 2023.
BACKGROUND
The City of San Ramon is authorized under State law to require development applicants to contribute fees toward the cost of off-site public improvements that are needed as a result of the new development. The fees are charged based on a pro-rata share of the cost of the new improvements. This Report provides information related to the status of these funds for child care, Private Sector Arts and Beautification Contribution (City beautification), creek mitigation, drainage mitigation, geographic information system (GIS) mapping, park development, and traffic improvement activities for the period ending June 30, 2023. State law requires the City to provide a Public Notice that specifies that this Report is available for inspection.
5.3 Packet Pg. 12
Government Code Section 66001 requires the City to review annually the status of collected development impact and mitigation fees. The fees are reviewed after the previous fiscal year is complete and an audit has been performed and accepted, by the end of each calendar year. In the event that any fees remain unexpended and unencumbered for more than five years, the City may retain the fees if the City Council adopts certain findings that substantiate the need for retaining such funds. If the Council does not adopt findings to support the retention of the funds, the unexpended fees could be subject to return to the current owners of the properties.
DISCUSSION
Attachments A and B provide a summary of the fees received over the years into the developer mitigation funds through the period ending June 30, 2023, and are further described below.
Geographic Information System (GIS) Mapping Fund (Fund 202) As of June 30, 2023, the Geographic Information System (GIS) Mapping Fund balance was $302,797 and is in compliance (Attachment A). The FY 2023/24 Public Works Engineering Operating Budget allocates $102,732 to partially fund the GIS Analyst position and other software updates and maintenance fees to maintain the Citywide GIS Program, including AutoCAD and ESRI. The proposed FY 2024/25 Public Works Engineering Operating Budget allocates $121,625 to continue to partially fund the GIS Analyst position and other software updates and maintenance fees to maintain the Citywide GIS Program, including AutoCAD and ESRI. The total allocation for FY 2023/24 is $102,732. The total proposed allocation for FY 2024/25 is $121,625.
Child Care Fund (Fund 203)
As of June 30, 2023, the Child Care Fund balance was $271,047 and is in compliance (Attachment A). The total allocation for FY 2023/24 is $0. The total proposed allocation for FY 2024/25 is $0.
City Beautification Fund (Fund 204)
As of June 30, 2023, the City Beautification Fund balance was $2,080,454 and is in compliance (Attachment A). The total allocation for FY 2023/24 is $75,000. The proposed FY 2024/25 Capital Budget allocates $50,000 to install an art piece at the newly renovated Dougherty Station Community Arts Center as part of Public Art in Parks Project (CIP 9554282); and $30,000 to install border fencing for Sheep Pasture at Forest Home Farms as part of the Forest Home Farms Structures Project (CIP 955418). The total proposed allocation for FY 2024/25 is $80,000.
Creek Mitigation Fund (Fund 206)
As of June 30, 2023, the Creek Mitigation Fund balance was $4 and is in compliance (Attachment A). The total allocation for FY 2023/24 is $0. The total proposed allocation for FY 2024/25 is $0.
5.3 Packet Pg. 13
Drainage Mitigation Fund (Fund 207)
As of June 30, 2023, the Drainage Mitigation Fund balance was $105,918 and is in compliance (Attachment A). The total allocation for FY 2023/24 is $0. The proposed allocation for FY 2024/25 is $40,000 to complete creek and culvert sediment removal and repairs as part of Citywide Drainage Infrastructure Repair Project (CIP 915548).
Park Development Fund (Fund 209)
As of June 30, 2023, the Park Development Fund balance was $856,705 and is in compliance (Attachment A). The FY 2023/24 Capital Budget allocates funding for the following projects listed below:
• Citywide Dog Park Renovation and Improvements Project (CIP 500003) - $50,000 to purchase amenities and play features to enhance existing dog parks Citywide; • Citywide Parks Amenities Replacement and Improvements Project (CIP 955584) - $143,771 to provide upgrades and enhancements at various parks Citywide; • Citywide Playground Upgrades Project (CIP 955423) - $253,500 to replace playground equipment at Ramona Park, and an appropriation of $61,400 from the Parks Development Fund to the Citywide Playground Upgrades Project (CIP 955423) by Council on May 28, 2024, for a total of $314,900;
• Citywide Trail Amenities Replacement & Improvements Project (CIP 500006) - $2,574 to replace the bench on Tassajara Ridge Trail;
• Crow Canyon Gardens Facilities Improvements Project (CIP 955421) - $500,000 to complete Master Plan for the Gardens and begin design of Phase I of the restorations of the Gardens as identified in the Master Plan of the Gardens; • Irrigation Booster Pump Installation Project (CIP 955516) - $40,000 to complete installations at Bellingham Square Park;
• Park Restroom Renovations Project (CIP 955491) - $274,300 to replace the restroom building structure at Alcosta Senior and Community Center Park; • Pickleball Court Conversion Project (CIP 500005) - $50,000 to convert one existing tennis court at Central Park to four (4) pickleball courts; and • San Ramon Trails Master Plan Project (CIP 500007) - $125,000 to complete a City Trails Master Plan.
During FY2023/24 Mid-Year, an appropriation of $80,000 was approved for Park Restroom Renovations Project (CIP 955491) to repair damage to the restroom at Creekside Park.
The City anticipated receiving over $2.2M in Park Development fees in FY 2023/24; to date $1,253,021 has been received.
The proposed FY 2024/25 Capital Budget allocates funding contingent on receipt of development fees to the following projects listed below:
5.3 Packet Pg. 14
• Citywide Parks Amenities Replacement and Improvements Project (CIP 955584) - $544,749 to provide upgrades and enhancements at various parks Citywide; • Citywide Playground Upgrades Project (CIP 955423) - $253,500 to replace playground equipment at Hidden Valley Park;
• Citywide Trail Amenities Replacement & Improvements Project (CIP 500006) - $5,148 to replace the four benches on Dougherty Valley Ridge Trail; • Crow Canyon Gardens Facilities Improvements Project (CIP 955421) - $1,730,208 to complete Phase I design for the restoration of the Gardens as identified in the Master Plan of the Gardens, which includes removal of the Mudd’s structures not being preserved and utility work;
• Fountain Repairs and Replacement Project (CIP 955478) - $11,960 to complete replacement of equipment for Central Park Children’s Participatory Fountain; • Irrigation Booster Pump Installation Project (CIP 955516) - $20,000 to complete installations at Coyote Creek Elementary School Park and Windemere Parkway at Holborn Way and at Kearney Way;
• Park Restroom Renovations Project (CIP 955491) - $274,300 to replace the restroom building structure at Richard Fahey Village Green Park; and • Shade Structure Improvement Project (CIP 955566) - $82,500 to install shade structures at Bellingham Square Park and Central Park Amphitheater.
The total allocation for FY 2023/24 is $1,580,545. Total proposed allocation for FY 2024/25 is $2,922,365.
Traffic Improvement Fund (Fund 214)
As of June 30, 2023, the Traffic Improvement Fund balance was $439,858 and is in compliance (Attachment B). The FY 2023/24 Capital Budget allocated funding to the projects listed below:
• Bicycle Master Plan Update Project (CIP 000010) - $88,000 to provide an update to the adopted 2018 Bicycle Master Plan; and
• Citywide Intelligent Transportation System Upgrade Project (CIP 975594) - $200,000 to complete additional upgrades and system installation as identified in the Intelligent Transportation System (ITS) Master Plan.
The proposed FY 2024/25 Capital Budget allocates funding to the following projects listed below:
• Intelligent Transportation System (ITS) Master Plan Update Project (CIP 000012) - $56,980 to provide an update to the adopted 2018 ITS Master Plan; and Total allocation for FY 2023/24 is $288,000. The total proposed allocation for FY 2024/25 is $56,980.
5.3 Packet Pg. 15
FISCAL ANALYSIS
As of June 30, 2023, the City has received revenues that have been in the Child Care Fund, City Beautification Fund, Creek Mitigation Fund, Drainage Mitigation Fund, Geographic Information System (GIS) Mapping Fund, Park Development Fund, and Traffic Improvement Fund for five years or more. The FY 2023/24 allocations from these funds are as follows:
Funds Allocations
Child Care $ 0
City Beautification $ 75,000
Creek Mitigation $ 0
Drainage Mitigation $ 0
Geographic Information System (GIS) Mapping $ 102,732
Park Development $ 1,580,545
Traffic Improvements $ 288,000
The City expended money from these funds during FY 2023/24 with additional expenditures included in the proposed FY 2024/25 Capital Budget of the Capital Improvement Program. This level of expenditure will continue to keep the City in compliance with California Government Code requirements regarding the use of developer impact and mitigation fees.
STEPS FOLLOWING APPROVAL
Following approval of this Resolution, staff will continue the process of planning and implementing the projects associated with the Child Care, City Beautification, Creek Mitigation, Drainage Mitigation, Geographic Information System (GIS) Mapping, Park Development, and Traffic Improvement Funds.
ATTACHMENT
A: Schedule of Child Care, City Beautification, Creek Mitigation, Drainage Mitigation, Geographic Information System (GIS) Mapping, and Park Development Funds Revenue B: Schedule of Traffic Improvement Fund Revenue
5.3 Packet Pg. 16
RESOLUTION NO. 2024-062
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN RAMON
ADOPTING FINDINGS TO APPROPRIATE FUNDS IN THE CHILD CARE, PRIVATE
SECTOR ARTS AND BEAUTIFICATION CONTRIBUTION (CITY
BEAUTIFICATION), CREEK MITIGATION, DRAINAGE MITIGATION,
GEOGRAPHIC INFORMATION SYSTEM (GIS) MAPPING, PARK DEVELOPMENT, AND TRAFFIC IMPROVEMENT FUNDS, FOR THE PERIOD ENDING JUNE 30, 2023 WHEREAS, the City of San Ramon receives development impact and mitigation fees to pay for off-site public improvements, which are needed as a result of the development; and WHEREAS, Government Code Section 66001 requires the City to review the status of these collected development impact and mitigation fees; and WHEREAS, in the event that any such fees remain unexpended and unencumbered for more than five years, the City may retain the fees if the City Council adopts findings that substantiate the need for retaining such funds; and
WHEREAS, the City’s adopted FY 2023/24 Operating Budget and Capital Improvement Program included child care activities and projects essential for the mitigation of developmentrelated impacts, that included an allocation of Child Care funds toward the replacement of a portable classroom at Pine Valley Middle School, which will be funded from the City Child Care Fund; and
WHEREAS, the City’s adopted FY 2023/24 and proposed FY 2024/25 Operating Budget and Capital Improvement Program include beautification activities and projects essential for the mitigation of development-related impacts, that include an allocation of Private Sector Arts and Beautification Contribution (City Beautification funds) toward the public arts pieces throughout City facilities and parks, the holiday tree and lighting celebration at Central Park, and the border fencing at Forest Home Farms Structures, which will be funded from the City Beautification Fund; and
WHEREAS, the City’s adopted FY 2023/24 Operating Budget and Capital Improvement Program include creek activities and projects essential for the mitigation of development-related impacts that include an allocation of Creek Mitigation funds toward the study of creeks and culverts within the City limits, including: Bollinger Creek, Oak Creek, South San Ramon Creek, and San Catanio Creek, which will be funded from the City Creek Mitigation Fund; and WHEREAS, the City’s adopted FY 2023/24 and proposed FY 2024/25 Operating Budget and Capital Improvement Program include creek activities and projects essential for the mitigation of development-related impacts, that include an allocation of Drainage Mitigation funds toward the erosion repairs of creeks and drainage infrastructure repairs within the City limits, on City-owned drainage facilities, which will be funded from the City Drainage Mitigation Fund; and
5.3 Packet Pg. 17
WHEREAS, the City’s adopted FY 2023/24 and proposed FY 2024/25 Operating Budget and Capital Improvement Program include Geographic Information System (GIS) mapping activities and projects essential for the mitigation of development-related impacts, that include an allocation of Geographic Information System (GIS) Mapping funds toward the update of Citywide aerial photography, enhancements to Mapping program, expanding functionality and connectivity to other City-owned systems, and other essential program software upgrades, and continued partial funding of the GIS Analyst position, which will be funded from the City Geographic Information System (GIS) Mapping Fund; and
WHEREAS, the City’s adopted FY 2023/24 and proposed FY 2024/25 Operating Budget and Capital Improvement Programs include park activities and projects essential for development-related impacts that include an allocation of Park Development funds toward and renovation and improvements to Dog Parks Citywide, restoration and improvements to Central Park Participatory fountain, park amenities and structure installations Citywide, design and construction of existing sports field to a cricket field, installation of shade structures Citywide, irrigation booster pump installation at Bellingham Square Park, playground upgrades and Park restroom renovations Citywide, design and implementation of improvements as identified in Crow Canyon Gardens Master Plan, conversion of existing tennis court to pickleball courts at Central Park, and completing a Trails Master Plan, which will be funded by the Park Development Fund; and
WHEREAS, the City’s adopted FY 2023/24 and proposed FY 2024/25 Operating Budget and Capital Improvement Program include certain circulation and traffic signal projects, which are essential for the mitigation of development-related traffic impacts, and include signal controllers and equipment upgrades and conduit installations in priority locations identified in the Intelligent Transportation System (ITS) Master Plan, installation of Smart Signals in coordination with Contra Costa Transportation Authority (CCTA), and completion of update to the adopted Bicycle Master Plan and Intelligent Transportation System (ITS) Master Plan that are funded by the City Traffic Improvement Fund; and
WHEREAS, these major projects and others to be funded by the Child Care, City Beautification, Creek Mitigation, Drainage Mitigation, Geographic Information System (GIS) Mapping, Park Development, and Traffic Improvement Funds are proceeding during the current fiscal year and funds will be committed prior to the end of next Fiscal Year (June 30, 2024).
NOW, THEREFORE BE IT RESOLVED that the City Council of the City of San Ramon does hereby adopt findings that the uncommitted funds in the Child Care, Private Sector Arts and Beautification Contribution (City Beautification), Creek Mitigation, Drainage Mitigation, Geographic Information System (GIS) Mapping, Park Development, and Traffic Improvement Funds are essential for the construction of development-related Child Care activities, Beautification, Conditions of Approval Mitigations, Creeks and Drainage, Geographic Information System (GIS) Mapping, Parks, and Traffic Improvement projects as identified in the City’s Operating Budget and Capital Improvement Program.
5.3 Packet Pg. 18
BE IT FURTHER RESOLVED that the City Council of the City of San Ramon finds that there is a reasonable relationship between the development impact fees that were charged and the purposes for which they will be used.
PASSED, APPROVED AND ADOPTED at the meeting of June 11, 2024 by the following votes:
AYES:
NOES:
ABSENT:
ABSTAIN:
________________________
David E. Hudson, Mayor
ATTEST:
___________________________
Christina Franco, City Clerk
5.3 Packet Pg. 19
AB1600 Analysis of Developer Mitigation Funds Collected & Used June 30, 2023
Fund No.& Description Revenue Description Year 1 - FY19 Year 2 - FY20 Year 3 - FY21 Year 4 - FY22 Year 5 - FY23 Fund Balance FY23 202 GIS Development Fees 106,154.24 87,903.78 91,863.75 91,746.98 179,300.32 Interest 6,037.98 9,971.18 (421.68) (6,498.85) 1,905.24 Annual Revenues 112,192.22 97,874.96 91,442.07 85,248.13 181,205.56 Cumulative Revenues 112,192.22 210,067.18 301,509.25 386,757.38 567,962.94 302,797.34 Fund is in compliance
203 Child Care Development Fees 71,430.54 44,021.86 55,528.18 56,946.27 108,796.62 Interest 5,117.42 7,602.23 (542.93) (2,521.41) 1,756.96 Annual Revenues 76,547.96 51,624.09 54,985.25 54,424.86 110,553.58 Cumulative Revenues 76,547.96 128,172.05 183,157.30 237,582.16 348,135.74 271,046.62 Fund is in compliance
204 City Beautification Development Fees 503,013.57 485,541.79 419,454.64 525,735.78 757,657.73 Interest 35,964.78 51,607.07 (918.64) (47,673.16) 13,418.84 Annual Revenues 538,978.35 537,148.86 418,536.00 478,062.62 771,076.57 Cumulative Revenues 538,978.35 1,076,127.21 1,494,663.21 1,972,725.83 2,743,802.40 2,080,454.38 Fund is in compliance
206 Creek Mitigation Development Fees 1,446.00 - - -
Interest 53.47 59.63 0.25 (42.07) 9.43
Annual Revenues 1,499.47 59.63 0.25 (42.07) 9.43
Cumulative Revenues 1,499.47 1,559.10 1,559.35 1,517.28 1,526.71 3.55 Fund is in compliance
207 Drainage Mitigation Development Fees 48,006.00 83,481.30 34,928.70 5,063.40 206,543.00 Interest 3,187.13 2,790.85 (112.91) (1,909.06) 840.59
Annual Revenues 51,193.13 86,272.15 34,815.79 3,154.34 207,383.59 Cumulative Revenues 51,193.13 137,465.28 172,281.07 175,435.41 382,819.00 105,918.19 Fund is in compliance
209 Park Development Development Fees - - 91,208.31 243,742.50 1,253,020.90 Interest 2,005.28 4,629.44 (1,823.26) (2,072.91) 4,834.41 Annual Revenues 2,005.28 4,629.44 89,385.05 241,669.59 1,257,855.31 Cumulative Revenues 2,005.28 6,634.72 96,019.77 337,689.36 1,595,544.67 856,705.08 Fund is in compliance
ATTACHMENT A
5.3.a
Packet Pg. 20
Attachment: A: Schedule of Child Care, City Beautification, Creek Mitigation, Drainage Mitigation,
CITY OF SAN RAMON
ANALYSIS OF AB 1600 DEVELOPER FEE USAGE - TRAFFIC IMPROVEMENT FUND #214 Traffic Improvement Fund (214) Jun-19 Jun-20 FY 2021 FY 2022 FY 2023 Total Beginning Fund Balance 699,083 355,419 44,353 19,322 154,195 Intergovernmental Revenues
Interest Revenues 11,698 9,456 (1,076) 1,711 3,949
Developer Fees 146,179 62,171 77,228 267,397 435,908
Non-Developer Fees
CIP Closeout Return to Source 202,610 118,650 131,753 - Total Revenues 194,802 400,861 439,858
Total Expenditures (501,541) (585,303) (219,833) (265,988) (67,990) (343,664) (311,066) (25,031) 134,873 371,868
Ending Fund Balance 355,419 44,353 19,322 154,195 526,062 First-In First-Out (FIFO) Cash Flow Analysis 2 Year 1 Year Current Funds Current Funds Current Funds Revenues by Year 157,877 274,237 194,802 400,861 439,858 7,513,032 Expenditures by Year: -
Jun-14 (212,766)
Jun-15 (21,369)
Jun-16 (152,037)
Jun-17 -
Jun-18 (849,194)
Jun-19 (157,877) (157,877)
Jun-20 (274,237) (274,237)
Jun-21 (194,802) (194,802)
Jun-22 (400,861) (400,861)
Prior Year Revenues Remaining 0 0 - (0) 439,858 439,858 Budgeted Projects FY 2023-2024
000010 Bicycle Master Plan Update (88,000) -
975594 City Wide Intelligent Transportation System Upgrade (200,000) - -
-
- (288,000) -
Estimated Prior Year Revenues Remaining at 6/30/23 0 0 - (0) 151,858 439,858 Future Budgeted Projects (Through 2023/24)
Estimated Prior Year Revenues Remaining 0 0 - (0) 151,858 439,858 Projected 23/24 Revenue 881,852
Projected Fund Balance 6/30/24 1,033,710
ATTACHMENT B
5.3.b
Packet Pg. 21
Attachment: B: Schedule of Traffic Improvement Fund Revenue (2024-062 : Adopting Findings to
CITY COUNCIL STAFF REPORT
DATE: June 11, 2024
TO: City Council/City Manager
FROM: Maria Fierner, Interim Public Works Director
By: Suzy Edwards, Associate Engineer
SUBJECT: RESOLUTION NO. 2024-063 - Adopting a List of Projects for FY 2024/25 Funded by Senate Bill 1, the Road Repair and Accountability Act of 2017
EXECUTIVE SUMMARY
As a requirement of Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Act), each eligible city shall submit a List of Projects that are proposed to be funded under the Act.
With this Resolution, the City complies with this requirement by providing a List of Projects to be funded by SB 1 in FY 2024/25. No additional funding is being requested.
RECOMMENDED ACTION
Staff recommends approval of this Resolution adopting a List of Projects for FY 2024/25 funded by Senate Bill 1, the Road Repair and Accountability Act of 2017.
BACKGROUND/DISCUSSION
On April 28, 2017, the Governor signed SB 1, the Road Repair and Accountability Act of 2017.
Per the Act, Section 2034(a)(1) of the Streets and Highways Code requires that prior to apportionment of funds, each eligible city shall submit a List of Projects that are proposed to be funded under the Act. This list must be submitted annually to the California Transportation Commission (CTC) by July 1st. Per the requirements of SB 1, the list must include:
• a project description
• locations
• schedule for completion
• estimated useful life
Also, per the Act, the list shall not limit flexible use of funds, provided the use is for eligible projects. Once funds are spent, the City is required to document the actual work completed.
A complete List of Projects for FY 2024/25 funded by Senate Bill 1, the Road Repair and Accountability Act of 2017, is presented in Attachment A. This list includes all streets included in Pavement Management 2024 and 2025, which may have work done next fiscal year. The treatments are based on the following general categories:
5.4 Packet Pg. 22
• Light Maintenance – typically consists of slurry seals, microsurfacing, and associated work
• Heavy Maintenance – same as above, with more extensive digouts, rubber cape seal, thin maintenance overlays, and associated work
• Light Rehabilitation – thin overlays and thin mill and fill repairs • Heavy Rehabilitation – thick overlays, full depth reclamation, and cold in-place recycling The City’s current average Pavement Condition Index is 77, which reflects an overall good condition. A full presentation of the Five-Year Pavement Repair Plan and funding analysis was presented to the Infrastructure Committee on May 8, 2024.
FISCAL ANALYSIS
There is no direct fiscal impact on the City as a result of this action. According to CaliforniaCityFinance.com, in its estimates as of January 2024, the City will receive $2,164,985 in Road Maintenance and Rehabilitation Account (RMRA) funding in FY 2024/25 from SB 1.
STEPS FOLLOWING APPROVAL
Staff will submit to the California Transportation Commission (CTC) the List of Projects for FY 2024/25 funded by Senate Bill 1, the Road Repair and Accountability Act of 2017. Following completion of the Project, staff will report all actual expenditures.
ATTACHMENT
A: List of Projects for FY 2024/25
5.4 Packet Pg. 23
RESOLUTION NO. 2024-063
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN RAMON ADOPTING A LIST OF PROJECTS FOR FY 2024/25 FUNDED BY SENATE BILL 1, THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017
WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017), was passed by the Legislature and signed into law by the Governor on April 28, 2017, in order to address the significant multi-modal transportation funding shortfalls statewide; and
WHEREAS, SB 1 includes accountability and transparency provisions to ensure the residents of the City of San Ramon are aware of the projects proposed for funding in our community and of which projects have been completed each fiscal year; and WHEREAS, the City of San Ramon must adopt a List of Projects proposed to receive funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB 1 by Resolution, which must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement; and
WHEREAS, the City of San Ramon will receive an estimated $2,164,985 in RMRA funding in FY 2024/25 from SB 1; and
WHEREAS, this is the eighth year in which the City of San Ramon is receiving SB 1 funding; and
WHEREAS, SB 1 funding will enable the City to continue essential road maintenance and rehabilitation projects, safety improvements, and increasing access and mobility options for the traveling public that would not have otherwise been possible without SB 1; and WHEREAS, the City of San Ramon used a Pavement Management System to develop the SB 1 List of Projects to ensure revenues are being used on the most high-priority and costeffective projects that also meet the community’s priorities for transportation investment; and WHEREAS, the funding from SB 1 will help the City of San Ramon maintain and rehabilitate arterial, collector, and residential streets this year and other similar projects into the future; and
WHEREAS, the 2023 California Statewide Local Streets and Roads Needs Assessment found that the City of San Ramon’s streets and roads are in “good” condition, with a current average Pavement Condition Index of 77, and this revenue will help the City maintain the overall quality of our road system; and
WHEREAS, the SB 1 List of Projects and overall investment in our local streets and
5.4 Packet Pg. 24
roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting-edge technology, materials, and practices, will have significant positive co-benefits statewide.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Ramon does hereby adopt the List of Projects proposed to be funded for FY 2024/25 under Senate Bill 1, the Road Repair and Accountability Act of 2017.
PASSED, APPROVED AND ADOPTED at the meeting of June 11, 2024 by the following votes:
AYES:
NOES:
ABSENT:
ABSTAIN:
________________________
David E. Hudson, Mayor
ATTEST:
_________________________
Christina Franco, City Clerk
5.4 Packet Pg. 25
LIST OF PROJECTS FOR FISCAL YEAR 2024/2025
FUNDED BY SENATE BILL (SB-1): THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 NO. PROJECT NAME STREET NAME FROM TO
ANTICIPATED
MONTH/YEAR START OF
CONSTRUCTION
ANTICIPATED
MONTH/YEAR COMPLETION
ESTIMATED
TREATMENT
ESTIMATED USEFUL
LIFE AFTER
TREATMENT
1 PAVEMENT MANAGEMENT 2024 PROJECT ALDERWOOD LN OLD RANCH ESTATE DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-20 1 PAVEMENT MANAGEMENT 2024 PROJECT BANCROFT PL OLD RANCH ESTATE DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT BELLE MEADE DR BROADMOOR DR ALCOSTA BLVD JULY 2024 DECEMBER 2024 HEAVY REHABILITATION 20-301 PAVEMENT MANAGEMENT 2024 PROJECT BLACKTHORNE CT OLD RANCH ESTATE DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT BRAEBURN CT BROADMOOR DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT BROADMOOR CT BROADMOOR DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT DEXTER PL MILO WAY END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT HARDWICK PL MILLBRIDGE DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT HEATHER RIDGE CT OLD RANCH ESTATE DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT HOLBROOK PL OLD RANCH ESTATE DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT KNOLLCREST CT N END BLACKTHORN CT JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT MONTEVIDEO CT MONTEVIDEO DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT OAK VALLEY DR (WB) DOUGHERTY RD SUMMIT VIEW DR JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT PINE VALLEY CT ALCOSTA BLVD END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT PINE VALLEY RD THUNDERBIRD DR BROADMOOR DR JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT SEDGEFIELD CT SEDGEFIELD AVE END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT SHIREOAKS CT OLD RANCH ESTATE DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-201 PAVEMENT MANAGEMENT 2024 PROJECT SUNNYSIDE PL OLD RANCH ESTATE DR END JULY 2024 DECEMBER 2024 LIGHT REHABILITATION 10-202 PAVEMENT MANAGEMENT 2025 PROJECT ALCOSTA CT ALCOSTA BLVD END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT ALDWYCH WAY BARONS LN ENFIELD ST JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT APTOS CT APTOS WAY END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT APTOS WAY MARLBORO WAY DAVONA DR JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT ARGYLE CT KNIGHTSBRIDGE WAY END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT ARLINGTON WAY MONTROSE WAY E BRANCH PKWY JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT AVERY CT ENFIELD ST END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT BARONS LN ENFIELD ST (S) ENFIELD ST (N) JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT BRIDGE CREEK DR STONEY CREEK DR (N) STONEY CREEK DR (S) JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 7-152 PAVEMENT MANAGEMENT 2025 PROJECT BRIDLE CT OLD RANCH RD END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-7 2 PAVEMENT MANAGEMENT 2025 PROJECT CANTAS PL LORETO DR END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-7 2 PAVEMENT MANAGEMENT 2025 PROJECT COUNTRY CREEK CT STONEY CREEK DR END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT EDGEWARE CT MONTROSE WAY END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT ENFIELD ST E BRANCH PKWY BARONS LN JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT ENSENADA DR ALCOSTA BLVD GRANADA DR JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT ENSENADA DR GRANADA DR MANGOS DR JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT HAWTHORN CT OLD RANCH ESTATE DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT HIGHBURY WAY MONTROSE WAY KNIGHTSBRIDGE WAY JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT HILLTOP CT WOODVIEW TERR DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT HOLBORN WAY KNIGHTSBRIDGE WAY WINDEMERE PKWY JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT JAMAICA DR BARBADOS DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT KNIGHTSBRIDGE CT HIGHBURY WAY END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT KNIGHTSBRIDGE WAY BARONS LN MONTROSE WAY JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT KNIGHTSBRIDGE WAY MONTROSE WAY HIGHBURY WAY JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT LANSFORD CT WOODVIEW TERR DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT LEIGH CT LYNNBROOK DR END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT LINDA VISTA CT SUMMIT VIEW DR END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT LONE PINE CT WOODVIEW TERR DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT LONGWOOD CT WOODVIEW TERR DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT LORETO DR SANTA ROSA AVE (N) SANTA ROSA AVE (S) JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT LYNNBROOK CT WOODVIEW TERR DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT LYNNBROOK DR WOODLAND DR WOODVIEW TERR DR JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-7 1 of 2
This project provides for street rehabilitation work in accordance with the City of San Ramon's Pavement Management Program. Based on long-range projections, each street is programmed for necessary rehabilitation. Street rehabilitation work may include slurry seal/ microsurfacing, rubber cape seal, asphalt overlays/inlays, street reconstruction, and other similar treatments. ATTACHMENT A
5.4.a
Packet Pg. 26
Attachment: A: List of Projects for FY 2024/25 (2024-063 : Adopting a List of Projects for FY 24/25 SB 1) LIST OF PROJECTS FOR FISCAL YEAR 2024/2025
FUNDED BY SENATE BILL (SB-1): THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017 NO. PROJECT NAME STREET NAME FROM TO
ANTICIPATED
MONTH/YEAR START OF
CONSTRUCTION
ANTICIPATED
MONTH/YEAR COMPLETION
ESTIMATED
TREATMENT
ESTIMATED USEFUL
LIFE AFTER
TREATMENT
2 PAVEMENT MANAGEMENT 2025 PROJECT MADRID PL ENSENADA DR END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-7 2 PAVEMENT MANAGEMENT 2025 PROJECT MONTROSE CT KNIGHTSBRIDGE WAY END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT MONTROSE WAY KNIGHTSBRIDGE WAY EDGEWATER CT JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT OAK VALLEY DR SUMMIT VIEW DR DOUGHERTY RD JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 7-152 PAVEMENT MANAGEMENT 2025 PROJECT OLD RANCH ESTATES DR BLACKTHORN CT OLD RANCH RD JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT OVERLOOK CT WOODVIEW TERR DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT OVERLOOK DR WOODVIEW TERR DR ALCOSTA BLVD JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT PEACEFUL VALLEY DR SUMMIT VIEW DR (N) SUMMIT VIEW DR (S) JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 7-152 PAVEMENT MANAGEMENT 2025 PROJECT PEMBROKE CT HOLBORN WAY END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-7 2 PAVEMENT MANAGEMENT 2025 PROJECT PEMBROKE WAY HOLBORN WAY (W) PEMBROKE CT JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-7 2 PAVEMENT MANAGEMENT 2025 PROJECT PINE VALLEY RD ALCOSTA BLVD THUNDERBIRD DR JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT PRESTWICK CT KNIGHTSBRIDGE WAY END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT REGENCY CT W END OLD RANCH ESTATE DR JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT RIDGEPOINT CT OLD RANCH ESTATE DR END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT RIDGEVIEW CT WOODVIEW TERR DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT ROMA PL SANTA ROSA AVE END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT ROYAL COACH CT OLD RANCH ESTATE DR END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT SANTA ROSA AVE EL SUYO DR ENSENADA DR JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT SEVILLE PL LORETO DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT SHADY VALLEY CT SUMMIT VIEW DR END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 7-152 PAVEMENT MANAGEMENT 2025 PROJECT SPRINGBROOK DR STONEY CREEK DR (N) STONEY CREEK DR (S) JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 7-152 PAVEMENT MANAGEMENT 2025 PROJECT ST DENIS DR DAVONA DR BROADMOOR DR JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT STONEY CREEK DR OLD RANCH RD BENT CREEK DR (N) JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 7-152 PAVEMENT MANAGEMENT 2025 PROJECT SUMMER VALLEY CT SUMMIT VIEW DR END JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT SUMMIT VIEW DR OLD RANCH RD SHADY VALLEY CT JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 7-152 PAVEMENT MANAGEMENT 2025 PROJECT SUMMIT VIEW DR SHADY VALLEY CT LINDA VISTA CT JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 7-152 PAVEMENT MANAGEMENT 2025 PROJECT SUN RIDGE DR SUMMIT VIEW DR (N) SUMMIT VIEW DR (S) JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 7-152 PAVEMENT MANAGEMENT 2025 PROJECT SUVA CT JAMAICA DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT TAHITI DR BARBADOS DR CROW CANYON RD JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-7 2 PAVEMENT MANAGEMENT 2025 PROJECT WINDEMERE PKWY (EB) ROCKHAMPTON RD BOLLINGER CYN RD JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-7 2 PAVEMENT MANAGEMENT 2025 PROJECT WINDEMERE PKWY (EB) BOLLINGER CYN RD S BELLINGHAM WAY JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WINDEMERE PKWY (EB) S BELLINGHAM WAY BETHANY RD (N) JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WINDEMERE PKWY (NB) E BRANCH PKWY ALBION RD JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WINDEMERE PKWY (SB) BETHANY RD (N) E BRANCH PKWY JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WINDEMERE PKWY (WB) S BELLINGHAM WAY BOLLINGER CYN RD JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WINDEMERE PKWY (WB) ALBION RD S BELLINGHAM WAY JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WINDEMERE PKWY (WB) BOLLINGER CYN RD ROCKHAMPTON RD JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WOODLAND CT WOODLAND DR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WOODLAND DR ALCOSTA BLVD END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WOODLAND VALLEY DR SUMMIT VIEW DR (N) SUMMIT VIEW DR (S) JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 7-152 PAVEMENT MANAGEMENT 2025 PROJECT WOODVIEW CIR WOODVIEW TERR DR OVERLOOK DR JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WOODVIEW CT WOODVIEW CIR END JULY 2024 DECEMBER 2025 LIGHT MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WOODVIEW TERR DR (NB) OVERLOOK DR LYNNBROOK DR JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-72 PAVEMENT MANAGEMENT 2025 PROJECT WOODVIEW TERR DR (SB) LYNNBROOK DR OVERLOOK DR JULY 2024 DECEMBER 2025 HEAVY MAINTENANCE 3-7 2 of 2
This project provides for street rehabilitation work in accordance with the City of San Ramon's Pavement Management Program. Based on long-range projections, each street is programmed for necessary rehabilitation. Street rehabilitation work may include slurry seal/ microsurfacing, rubber cape seal, asphalt overlays/inlays, street reconstruction, and other similar treatments.
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Attachment: A: List of Projects for FY 2024/25 (2024-063 : Adopting a List of Projects for FY 24/25 SB 1)
CITY COUNCIL STAFF REPORT
DATE: June 11, 2024
TO: City Council/City Manager
FROM: Maria Fierner, Interim Public Works Director
By: Rod Wui, Senior Engineer
SUBJECT: RESOLUTION NO. 2024-064 - Approving the Parcel Map for Minor Subdivision MS 22-0001 Located at 47 Paddock Lane (APN 209-750-012)
EXECUTIVE SUMMARY
The Applicant (Bierwith) submitted a Tentative Parcel Map application to the City to pursue an urban lot split for the parcel located at 47 Paddock Lane under the provisions of Senate Bill 9 (SB 9). The Tentative Parcel Map was approved by the Zoning Administrator on June 30, 2022.
The Applicant seeks approval of the Parcel Map to subdivide the property for the development of a single-family home.
RECOMMENDED ACTION
Staff recommends adoption of this Resolution, approving the Parcel Map for Minor Subdivision MS 22-0001 located at 47 Paddock Lane (APN 209-750-012).
BACKGROUND
On March 7, 2022, the Applicant submitted a Minor Subdivision application requesting approval to subdivide an existing approximate 3.54-acre property located at 47 Paddock Lane. The subdivision would result in two parcels: Parcel A (89,000 SF with an existing single-family home) and Parcel B (65,079 SF with a proposed single-family home).
On June 20, 2022 the Zoning Administrator approved the Minor Subdivision application (MS 22-0001) with Zoning Administrator Order No. 03-22 to subdivide the property under the guidelines of SB 9 and the requirements of State Government Code Section 66411.7.
Subsequently, the Applicant filed an application for approval of the Parcel Map pursuant to Section C5-81 of the City’s Subdivision Ordinance and Section 66463 of the California Subdivision Map Act.
DISCUSSION
Parcel Map 22-0001, a subdivision of Lot 6 of the amended Subdivision 6123, is approximately
3.54 acres, and is located southwest of Norris Canyon Road and Bollinger Canyon Road.
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Parcel Map MS 22-0001 will include two parcels as follows:
• Parcel A (2.04 acres)
• Parcel B (1.49 acres)
Parcel A contains an existing single-family home. It is envisioned that Parcel B will be developed for a single-family home.
The proposed Minor Subdivision application of the property was the first property in the City to be submitted under the Urban Lot Split requirements as established by State Government Code Section 66411.7. This code was added by SB 9, which became effective January 1, 2022.
Under SB 9, local agencies are required to ministerially approve, without discretionary review or hearing, urban lot splits if they meet objective design standards such as minimum lot size, setback, etc. City staff reviewed the application and determined that this proposed urban lot split met those criteria.
In addition, City staff has determined that the application is consistent with the Sections C5-42 and C5-43 of the San Ramon Municipal Code and applicable requirements of the California Subdivision Map Act.
The Tentative Parcel Map was approved by the Zoning Administrator on June 20, 2022, with Conditions of Approval. Pursuant to the City’s Subdivision Ordinance, the parcel map shall be ministerially approved by the City Council once the map has met all technical requirements and staff has verified that all Conditions of Approval have been met.
FISCAL ANALYSIS
Fees in the amount of $6,822 were collected from the Applicant to review and process this Parcel Map. There are no proposed project improvements or easements to be accepted, thus the City will not incur any maintenance costs associated with this subdivision.
STEPS FOLLOWING APPROVAL
The Parcel Map will be signed by the City and then recorded with the Contra Costa County Clerk Recorder’s Office by the Applicant.
ATTACHMENT
A: Final Parcel Map
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RESOLUTION NO. 2024-064
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN RAMON APPROVING THE PARCEL MAP FOR MINOR SUBDIVISION MS 22-0001 LOCATED AT 47 PADDOCK LANE (APN 209-750-012)
WHEREAS, on March 7, 2022, the Applicant (Bierwith) submitted an application to the City under the guidelines of Senate Bill 9 for an urban lot split; and WHEREAS, on June 20, 2022, the Zoning Administrator approved the application with ZA Order No. 03-22; and
WHEREAS, under Senate Bill 9, local agencies are required to ministerially approve, without discretionary review or hearing, urban lot splits meeting minimum specific land and zoning requirements; and
WHEREAS, the City Engineer has reviewed and approved the Parcel Map for Minor Subdivision MS 22-0001 as being in compliance with the City of San Ramon’s subdivision requirements.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Ramon hereby:
1. Approves the Parcel Map for Minor Subdivision MS 22-0001.
2. Authorizes the City Engineer, Acting City Surveyor, Zoning Administrator, and City Clerk to execute their statements upon said Parcel Map.
PASSED, APPROVED, AND ADOPTED at the meeting of June 11, 2024 by the following votes:
AYES:
NOES:
ABSENT:
ABSTAIN:
David E. Hudson, Mayor
ATTEST:
Christina Franco, City Clerk
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N
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Attachment: A: Final Parcel Map (2024-064 : Approving Parcel Map MS22-0001)
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Attachment: A: Final Parcel Map (2024-064 : Approving Parcel Map MS22-0001)
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Attachment: A: Final Parcel Map (2024-064 : Approving Parcel Map MS22-0001)
CITY COUNCIL STAFF REPORT
DATE: June 11, 2024
TO: City Council/City Manager
FROM: Maria Fierner, Interim Public Works Director
By: Chris Weeks, Transportation Division Manager
SUBJECT: RESOLUTION NO. 2024-065 - Authorizing the City Manager to Execute a Cooperative Agreement with Contra Costa Transportation Authority (CCTA) Innovate 680 – Automated Driving System (ADS) Program Project 3, for the Implementation, Deployment, and Testing of Automated Driving System Elements on Designated City Streets (Traffic Detection Equipment, Electrical Charging Stations, and Data Sharing), with CCTA Providing Full Reimbursement for All Expenses Not to Exceed $250,000
EXECUTIVE SUMMARY
The Contra Costa Transportation Authority’s (CCTA) Automated Driving System (ADS) Program goals are aimed at performing a safety assessment of Autonomous Vehicles (AVs) and the ADS technology in a secure, controlled, and safe testing environment at the GoMentum Station. Monitoring, data gathering, and testing capabilities of the ADS technology through standardized and effective safety-performance metrics at the GoMentum Station have been successful. CCTA’s desired next steps are to perform additional AV testing outside the controlled environment of the GoMentum station on roadways in San Ramon by partnering with the City for the procurement and installation of technology tools and devices on City-owned infrastructure at several intersections along Camino Ramon and Bollinger Canyon Road. This technology would collect data and interact with specially appointed Nissan vehicles planned for deployment as part of the proposed ADS Project 3 testing. CCTA would also like to purchase and install EV chargers at the San Ramon Transit Center to charge the vehicles used for the Project. The technology and infrastructure would be procured and installed by the City of San Ramon and 100% reimbursed by CCTA within 30 days of invoicing by the City of San Ramon in an amount not to exceed $250,000.
RECOMMENDED ACTION
Staff recommends approval of this Resolution authorizing the City Manager to execute a cooperative agreement with Contra Costa Transportation Authority (CCTA) Innovate 680 – Automated Driving System (ADS) Program Project 3, for the implementation, deployment, and testing of automated driving system elements on designated City streets (traffic detection equipment, electrical charging stations, and data sharing), with CCTA providing full reimbursement for all expenses not to exceed $250,000.
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BACKGROUND
In September 2019, CCTA was awarded $7.5M in Federal Transit Administration (FTA) grant funding from FTA/USDOT to support a four-year pilot program for three Automated Driving System (ADS) Program demonstration projects. CCTA was also able to secure $6.546 million in Senate Bill 1 (SB1) Local Partnership Program (LPP) Formulaic funds to fully fund the Program.
Utilizing this combination of funding sources, ADS Projects #1 and #2 have begun in Walnut Creek and Rossmoor, respectively, with Project #3 in San Ramon anticipated begin in late 2024 with the execution of this agreement.
ADS Project #1: City of Walnut Creek, Rossmoor -- First- and Last-Mile Shared Autonomous Vehicles (SAVs). This Project will increase transit accessibility for the senior community using SAVs. Data gathered will be used to develop safety performance measures for planning and implementation of future SAV projects.
ADS Project #2: City of Martinez, Contra Costa County Hospitals – Accessible Transportation. This Project will provide on-demand, wheelchair accessible, AV shuttle service to people as another option to get to their medical appointments. Data gathered will be used to develop safety performance measures and to provide accessible transportation to public health facilities, improving quality of life and access to medical services.
ADS Project #3: City of San Ramon, Personal Mobility on Interstate 680 (I-680) Corridor.
This project will prepare the I-680 Corridor for future Connected Autonomous Vehicles (CAV), by installing new and upgraded vehicle-to-infrastructure (V2I) and vehicle-to-vehicle (V2V) technologies, such as dedicated short-range communications and cellular communications to accommodate CAV technology and implementation of innovative operational strategies.
DISCUSSION
ADS Demonstration Program
The primary goals of the ADS Demonstration Program are to provide data and information to identify risks, opportunities, and relevant insights for USDOT safety and rulemaking priorities needed to remove governmental barriers to the safe integration of ADS technologies. CCTA's ADS Project goal is to facilitate data collection to support rulemaking and the development of ADS safety performance standards. However, the data gathered during the demonstration projects can also be used for other purposes, such as measuring mobility, improved transit access, and environmental impact.
While operating, the ADS will continuously execute the following ADS basic operations safety use cases: maintain speed, car following, lane centering, enhancing conspicuity, obstacle avoidance, follow driving laws, and object and event detection and response (OEDR). By executing these ADS basic operations safety use cases, CCTA and AMG intend to demonstrate the ability of the vehicles to not cause any harm, directly or indirectly. Direct harm can be caused if the autonomous vehicle hits another vehicle or an obstacle. Indirect harm can be caused if the autonomous vehicle proceeds to a maneuver that makes another vehicle have an accident.
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ADS Project #3: City of San Ramon
The ADS Project #3 will be along the freeway, arterials, and local streets in the City of San Ramon. CCTA would like to test and demonstrate personal mobility vehicles, Nissan Society of Automotive Engineers (SAE) Level 3 automated vehicles, to integrate and operate highly automated vehicles on a two-mile segment of the I-680 freeway and adjacent arterials. As part of the Innovative 680 program, CCTA wants to prepare the I-680 Corridor using ADS technologies such as HD dynamic mapping as well as V2I and Vehicle-to-Everything (V2X) equipment for the future Connected and Automated Vehicle (CAV), and the implementation of innovative operational strategies. The Operational Design Domain (ODD) involves high-speed operation (< 65 MPH) on the freeway and operation speed of a maximum of 35 MPH on city streets in normal weather conditions (Attachment B - ODD Map).
To implement the ADS Project #3 in San Ramon, CCTA will need to execute a cooperative agreement with the City to procure and install the agreed upon equipment and devices within the City’s right-of-way based on the design provided by the ADS Project team. Video detection systems will be installed at three intersections; PTZ cameras at five intersections; network communication equipment, roadside units, cellular modems for data collection/sharing; charging stations to charge the electric cars used in the demonstration; and software for systems operation and processing the data gathered from the detection equipment.
There are three types of scenarios/use cases the ADS will also demonstrate in ADS Project #3:
1. Crossing intersection with a traffic signal use case
2. Crossing intersection pedestrian warning use case
3. Unprotected left turn use case
The operation data will be collected for future research, safety, and rulemaking. The data elements include:
• Metadata (e.g., ADS speed, acceleration, location, or surrounding road users' data)
• Video Stream (e.g., ADS video sensor feed)
• Sensor data (e.g., LiDAR data)
• External data (e.g., street camera feed, vehicle detection data, or traffic signal data)
• Operational data (e.g., operation team reports, logs, surveys) City staff and CCTA staff have been meeting on a regular basis to discuss the rollout of ADS Project #3 in San Ramon. The scope of the Project has changed over time as new tools partners join the Project and others step away. Nissan & Verizon are now the primary partners, and the discussions continue. On March 7, 2024, the CCTA Board authorized execution of the cooperative agreement with the City of San Ramon. Project #3 will not commence until the City has approved and executed this cooperation agreement.
FISCAL ANALYSIS
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The cost of procuring, installing, testing, data gathering, and sharing is estimated at $205,000.
The City will pay the up-front costs not to exceed $250,000 and will be fully reimbursed by CCTA within 30 days of invoicing. Ownership of all equipment will revert to the City of San Ramon at the end of the project at no cost to the City of San Ramon.
The upfront costs in the amount not to exceed $250,000 will be funded by CIP 975594 Citywide Intelligent Transportation System Upgrade Project. Upon receipt of reimbursement from CCTA through the ADS funding sources, the funds will be returned to CIP 975594. There is no fiscal impact to the General Fund.
Ownership of all equipment will revert to the City of San Ramon at the end of the Project at no cost to the City of San Ramon. When the ADS Project is complete, the City will retain ownership of the vehicle detection systems, EV chargers, PTZ cameras, and any other equipment installed on City infrastructure as part of the cooperation agreement.
STEPS FOLLOWING APPROVAL
The City Attorney's Office will coordinate the execution of the cooperative agreement between the City of San Ramon and CCTA. Upon receipt of the executed contract documents, the City Attorney's Office will send a copy of the executed contract documents and all attachments to the Public Works – Engineering Services Division. The equipment will be procured and installed, then the City will invoice CCTA in an amount not to exceed $250,000, to be reimbursed within 30 days of invoicing.
ATTACHMENT
A: DRAFT Cooperative Agreement between CCTA and City of San Ramon B: Operational Design Domain Map
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RESOLUTION NO. 2024-065
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN RAMON
AUTHORIZING THE CITY MANAGER TO EXECUTE A COOPERATIVE
AGREEMENT WITH CONTRA COSTA TRANSPORTATION AUTHORITY (CCTA) INNOVATE 680 – AUTOMATED DRIVING SYSTEM (ADS) PROGRAM PROJECT 3,
FOR THE IMPLEMENTATION, DEPLOYMENT, AND TESTING OF AUTOMATED
DRIVING SYSTEM ELEMENTS ON DESIGNATED CITY STREETS (TRAFFIC
DETECTION EQUIPMENT, ELECTRICAL CHARGING STATIONS, AND DATA
SHARING), WITH CCTA PROVIDING FULL REIMBURSEMENT FOR ALL EXPENSES NOT TO EXCEED $250,000
WHEREAS, the Autonomous Driving System (ADS) Project in Contra Costa County is a Contra Costa Transportation Authority (CCTA) led Countywide Project to procure, install, and test ADS components; and
WHEREAS, in March 2019, CCTA submitted a grant application in response to the Federal Transit Administration and United States Department of Transportation’s (FTA/USDOT) Notice of Funding Opportunity; and
WHEREAS, in September 2019, FTA/USDOT awarded FTA grant funding to CCTA to support a four-year pilot program for three Automated Driving System (ADS) Program demonstration projects; and
WHEREAS, on November 18, 2020, the CCTA Board executed Cooperative Agreement No. 110.01 with FTA/USDOT to receive $7.5M in grant funding; and WHEREAS, the CCTA Board also committed to matching funds and was able to secure $6.546M in Senate Bill 1 (SB 1) Local Partnership Program (LPP) Formulaic funds to fully fund the project; and
WHEREAS, the CCTA Board will be executing several public and private partnership agreements with key partners and vendors to implement the project, one of which will be with the City of San Ramon; and
WHEREAS, the ADS Autonomous Driving System (ADS) Project 3, will be implemented on City of San Ramon streets that will require the installation of vehicle detection equipment, roadside units, and electric charging stations to implement this Project; and WHEREAS, the City will procure and install the necessary equipment and devices on their existing facilities based on the design provided by the ADS team; and WHEREAS, the Project will provide 100% reimbursement, in an amount not to exceed $250,000 for all hardware, operational upgrades, and installation costs at two intersections along Camino Ramon, one at Executive Parkway, and a second at the driveway of 2600 Camino
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Ramon, plus other equipment listed to be used to support the project including electric vehicle chargers at the San Ramon Transit Center; and
WHEREAS, the initial costs for the project will be funded by CIP 975594 Citywide Intelligent Transportation System Upgrade Project, and within 30 days of invoicing by City of San Ramon, Contra Costa Transportation Authority will provide full reimbursement, and all funds will be returned to CIP 975594; and
WHEREAS, once the Project is complete, ownership of all equipment will revert to the City of San Ramon at no cost to the City.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Ramon does hereby authorize the City Manager to execute a cooperative agreement with Contra Costa Transportation Authority (CCTA) Innovate 680 - Automated Driving System (ADS) Program Project 3, for the implementation, deployment, and testing of automated driving system elements on designated City streets (traffic detection equipment, electrical charging stations, and data sharing), with CCTA providing full reimbursement for all expenses not to exceed $250,000.
PASSED, APPROVED AND ADOPTED at the meeting of June 11, 2024, by the following votes:
AYES:
NOES:
ABSENT:
ABSTAIN:
________________________
David E. Hudson, Mayor
ATTEST:
_________________________
Christina Franco, City Clerk
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Cooperative Agreement
COOPERATIVE AGREEMENT NO. PRJ.01
BETWEEN
CONTRA COSTA TRANSPORTATION AUTHORITY
AND
CITY OF SAN RAMON
FOR
IMPLEMENTATION, DEPLOYMENT, AND TESTING OF AUTOMATED DRIVING SYSTEM (ADS) ELEMENTS ON DESIGNATED CITY STREETS
THIS COOPERATIVE AGREEMENT (“Agreement”) effective on 20th day of March, 2024 (“Effective Date”), is made and entered into by and between the Contra Costa Transportation Authority, a transportation authority established under Public Utilities Code Section 18000 et seq. with its principal place of business at 2999 Oak Road, Suite 100, Walnut Creek, CA 94597 (“AUTHORITY”) and the City of San Ramon (“CITY”). (AUTHORITY and CITY may be referred to herein as a “PARTY” and collectively “PARTIES”).
I. RECITALS
A. WHEREAS, AUTHORITY intends to demonstrate the Automated Driving System (“ADS”) Personal Mobility pilot project (the “PROJECT”) in the City of San Ramon; and B. WHEREAS, the PROJECT will need to install necessary technologies along City streets to prepare for the future of connected and automated vehicles (“CAVs”). The PROJECT will allow testing of a range of AVs for safe integration onto the roadway alongside traditional vehicles.
C. WHEREAS, the City has agreed to procure and install all necessary technologies defined by the PROJECT design; and
D. WHEREAS, the AUTHORITY has identified approximately $250,000 of the ADS project funding sources to reimburse the City’s procurement, installation, testing, demonstration, and data gathering as required by the PROJECT and agrees to contribute funds toward the PROJECT procurement and installation of the necessary technologies; and E. WHEREAS, it is mutually understood that the PROJECT will likely proceed in phases including:
(i) procurement, (ii) installation, (iii) testing, and (iv) demonstration, and (v) data gathering.
NOW, THEREFORE, the PARTIES agree to the following:
II. AUTHORITY RESPONSIBILITIES
AUTHORITY agrees:
A. To provide planning, design of necessary technologies, and program management services for the PROJECT activities including preparing the Plans, Specifications, and Engineering Estimates for Caltrans Local Assistance approval, and coordinating with U.S. Department of Transportation (“USDOT”) and Caltrans Local Assistance on funding requirements. Procurement of required consultants and contractors to complete all activities described in ATTACHMENT A, and oversight of said work;
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Attachment: A: DRAFT Cooperative Agreement between CCTA and City of San Ramon (2024-065 : Cooperative Agreement with Contra Costa
Cooperative Agreement
B. To coordinate with CITY for testing and demonstration of the PROJECT; C. To reimburse CITY for the actual costs incurred, which is currently estimated at $250,000, for procurement and installation of the equipment, testing and demonstration of the PROJECT; D. To reimburse CITY within 30 days after receiving CITY’s signed invoices, an original and two copies covering those PROJECT expenditures that were incurred by CITY. A sample invoice is attached in Exhibit A;
E. To include CITY in PROJECT standup meetings and related communications on PROJECT progress; and
F. To attend City Council, Committee, Commission, and Public meetings to present the PROJECT, PROJECT updates, and other information, as needed.
III. CITY RESPONSIBILITIES
CITY agrees:
A. To procure the necessary equipment and technologies required for the PROJECT; B. To install all equipment on CITY facilities and to assist with the provision of access to all necessary utilities to operate them;
C. To assist AUTHORITY with integration of the installed equipment with the ADS data management system;
D. To provide PROJECT partners with the necessary permits to demonstrate the personal mobility pilot and data gathering as required by the PROJECT;
E. To prepare and submit to AUTHORITY an original and two copies of signed invoices for reimbursement of eligible PROJECT expenses. Invoices may be submitted to AUTHORITY monthly;
F. To designate a responsible staff member who will be CITY’s representative in attending all meetings between the parties or pertaining to the project, receiving day-to-day communication and reviewing the PROJECT documents.
G. To complete review and provide comments on design plans and equipment documents within 30 days, or other durations as mutually agreed between the PARTIES, of receiving the review request from AUTHORITY.
IV. MUTUAL RESPONSIBILITIES
The PARTIES agree:
A. Performance Period. This Agreement shall go into effect on the date listed above. This Agreement shall end on June 30, 2026, unless extended by written amendment.
B. To abide by all applicable federal, state and local laws and regulations pertaining to the PROJECT as of the Effective Date of this Agreement.
C. To abide by all Terms and Conditions contained in the Agreement between USDOT and AUTHORITY for the PROJECT described in ATTACHMENT B.
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Attachment: A: DRAFT Cooperative Agreement between CCTA and City of San Ramon (2024-065 : Cooperative Agreement with Contra Costa
Cooperative Agreement
D. Eligible PROJECT reimbursements shall include only those costs incurred by CITY for PROJECTspecific work activities that are described in this Agreement.
E. Conflict of Interest. PARTIES certify that it has disclosed to each other any actual, apparent, or potential conflicts of interest that may exist relative to the services to be provided pursuant to this Agreement, CITY Resolution No. 2020-017, California Government Code §1090, et seq., or the Political Reform Act, as set forth in California Government Code §81000, et seq. and its accompanying regulations. PARTIES agree to advise the other of any actual, apparent, or potential conflicts of interest that may develop after the date of execution of this Agreement. Any violation of this Section constitutes a material breach of the Agreement.
F. Public Records. PARTIES acknowledge that CITY is subject to the provisions of the California Public Records Act (Govt. Code § 7920.000, et seq.) (the “Act”); therefore, this Agreement and any writing prepared for or submitted to CITY, including but not limited to AUTHORTY/USDOT’s Proposal or Statement of Qualifications, is subject to disclosure as a public record, unless any portion thereof is exempt under the Act. If a PARTY believes that any portion of a public record is exempt from disclosure under the Act, it must clearly identify the portion(s) it believes to be exempt and identify the basis for the exemption. The PARTY requesting exemption bears the burden of proving any claimed exemption under the Act, and by signing this Agreement, agrees to indemnify, defend, and hold harmless CITY against any third-party claim seeking disclosure of the public record or any portions thereof.
G. Indemnification.
1. Neither AUTHORITY nor any officer, director, employee or agent thereof is responsible for any injury, damage or liability occurring or arising by reason of anything done or omitted to be done by CITY and under or in connection with any work, authority or jurisdiction delegated to CITY under this Agreement. It is understood and agreed that, pursuant to Government Code Section 895.4, CITY shall fully defend, indemnify and save harmless AUTHORITY, its officers, directors, employees or agents from all claims, suits or actions of every name, kind and description brought for or on account of injury (as defined by Government Code Section 810.8) occurring by reason of anything done or omitted to be done by CITY under or in connection with any work, authority or jurisdiction delegated to CITY under this Agreement.
2. Neither CITY nor any councilmember, officer, director, employee or agent thereof is responsible for any injury, damage or liability occurring or arising by reason of anything done or omitted to be done by AUTHORITY and under or in connection with any work, authority or jurisdiction delegated to AUTHORITY under this Agreement. It is understood and agreed that, pursuant to Government Code Section 895.4, AUTHORITY shall fully defend, indemnify and save harmless CITY, its officers, directors, employees or agents from all claims, suits or actions of every name, kind and description brought for or on account of injury (as defined by Government Code Section 810.8) occurring by reason of anything done or omitted to be done by AUTHORITY under or in connection with any work, authority or jurisdiction delegated to AUTHORITY under this Agreement.
H. Suspension of Performance. For the convenience of CITY or because of events beyond the control of CITY, CITY may give written notice within fifteen (15) days to AUTHORITY that it will suspend all work under this Agreement.
I. Commencement, Completion, and Closeout. It shall be the mutual responsibility of both PARTIES to coordinate and schedule the work to be performed so that commencement and completions take place in accordance with the provisions of the Agreement. Within thirty (30) days of completion CITY shall submit to AUTHORITY a final billing to include all costs, charges,
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and claims in connection with the completed work. AUTHORITY shall not be required to pay for any work or claims not included on the aforementioned final billing.
J. The Recitals to this Agreement are true and correct and are incorporated into this Agreement.
K. Jurisdiction, Venue, and Governing Law. Any action at law or inequity brought by either of the PARTIES for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of Contra Costa, State of California, and the PARTIES waive all provisions of law providing for a change of venue in these proceedings to any other county. This Agreement shall be governed by the laws of the State of California.
L. Modification of Agreement. This Agreement cannot be amended or modified in any way except in writing, signed by all PARTIES hereto.
M. Assignment. The expertise and experience of each PARTY are material considerations for this Agreement. AUTHORITY has a strong interest in the qualifications and capability of the persons and entities that will fulfill the obligations imposed on CITY under this Agreement. In recognition of this interest, CITY must not assign any right or obligation pursuant to this Agreement without the written consent of the AUTHORITY. Any attempted or purported assignment without written consent shall be void and of no effect.
N. Waiver of Default. No waiver of any default shall constitute a waiver of any other default whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a PARTY shall give the other PARTY any contractual rights by custom, estoppel, or otherwise.
O. Severability. If, for any reason, any part, term, or provision of this Agreement is held by a court of the United States to be illegal, void or unenforceable, the validity of the remaining provisions shall not be affected, and the rights and obligations of the parties shall be construed and enforced as if the Agreement did not contain the particular provision held to be invalid.
If it should appear that any provision of this Agreement is in conflict with any statutory provision of the state of California, such conflicting provision shall be deemed inoperative and null and void insofar as it may be in conflict with such statutory provisions and shall be deemed modified to conform to such statutory provisions.
P. Signatures and Counterparts. This Agreement may be entered into by the PARTIES by signing any one or more counterparts, all of which shall constitute one and the same instrument. It is understood and agreed that this Agreement shall become effective and binding when one or more counterparts have been executed by each party and delivered to each other party. Additionally, electronic, facsimile, and scanned signatures shall be binding the same as originals.
Q. Notice. Any notice required, authorized, or permitted to be given hereunder or any other communications between the PARTIES provided for under the terms of this Agreement shall be in writing, unless otherwise provided for herein, and shall be served personally or by reputable courier addressed to the relevant party at the address/electronic mail address stated below:
If to AUTHORITY: Jack Hall
Engineering Manager
2999 Oak Road, Suite 100
Walnut Creek, CA 94597
Telephone: 925-256-4743
Email: [email protected]
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Cooperative Agreement
If to CITY: Brian Bornstein, City Engineer
Public Works
7000 Bollinger Canyon Road
San Ramon, CA 94583
Telephone: 925-973-2670
Email: [email protected]
S. Third-Party Beneficiaries. There are no third-party beneficiaries, and this Agreement is not intended, and shall not be construed to be for the benefit of, or be enforceable by, any other person or entity whatsoever.
T. Entire Agreement, Time of Essence, No Waiver. The PARTIES agree that this Agreement is the complete expression of the terms of this Agreement and any oral representations or understandings not incorporated in this Agreement are excluded. Failure to comply with any of the provisions of this Agreement shall constitute material breach of contract and cause for termination. Both PARTIES recognize that time is of the essence in the performance of the provisions of this Agreement. It is also agreed by the parties that the forgiveness of the nonperformance of any provision of this Agreement does not constitute a waiver of the provisions of this Agreement.
CONTRA COSTA TRANSPORTATION
AUTHORITY
CITY OF SAN RAMON
By: By:
Federal Glover Steven Spedowfski
Chair City Manager
Attest: Attest:
Tarienne Grover
Clerk of the Board
By:
Christina Franco
City Clerk
Approved as to Form
By:
Fennemore Wendel
Authority Counsel
Date:
Martin Lysons
City Attorney
Date:
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ATTACHMENT A
AWARD AGREEMENT
Inserted on the following pages.
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Grant Award Number 110.01
Title: “Automated Driving System Demonstration Grant”
Signatures
Grantee (Recipient): Contra Costa
Transportation Authority
U.S. Department of Transportation
Federal Transit Administration
By:___________________________
Julie K. Pierce, Chair
By:___________________________
Mary A. Leary, Acting Associate
Administrator, FTA Office of Research
Demonstration and Innovation
Date:________________ Date: ________________
_____
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Award Information
Title: Automated Driving System (ADS) Demonstration Grants Grant Award No.: 110.01
Effective Date: Upon execution in TrAMS
Awarded to: Contra Costa Transportation Authority
Sponsoring Office/
Federal Agency Name:
U.S. Department of Transportation (USDOT)
Federal Transit Administration
Total Amount: Federal Share: $7,500,000
Recipient Cost Share: $22,234,422
Total Value: $29,734,422
Catalog of Federal
Domestic Assistance
(CFDA) Number:
20.530
Period of Performance: January 15, 2021 – January 15, 2025 Type of Award: Grant
Authority: FTA Public Transportation Innovation Program (49 U.S.C. § 5312)
Funds Obligated at Award: $7,500,000
Accounting Data: 2020.45.26.AD.2
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TABLE OF CONTENTS
SECTION TITLE PAGE
A PROGRAM DESCRIPTION 4
B FEDERAL AWARD INFORMATION 13
C FEDERAL AWARD ADMINISTRATION INFORMATION 14
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SECTION A – PROGRAM DESCRIPTION
1. INTRODUCTION
The purpose of the ADS Demonstration Grants program is to fund demonstration projects that test the safe integration of automated driving systems into the Nation’s onroad transportation system.
Public Law 115-141 appropriates funding for a “highly automated vehicle research and development program” to fund planning, direct research, and demonstration grants for Automated Driving Systems (ADS) and other driving automation systems and technologies. Of the total amount provided, $60,000,000 must be used for demonstration grants that test the safe integration of ADS into our Nation’s on-road transportation system.
The Notice of Funding Opportunity (NOFO) for the ADS Demonstration Grants, issued by the Federal Highway Administration on behalf of the U.S. Department of Transportation (USDOT), may be found at https://www.grants.gov/web/grants/viewopportunity.html?oppId=310839. The Contra Costa Transportation Authority ADS Demonstration Program was one of eight projects selected by the USDOT (see https://www.transportation.gov/av/grants).
2. STATEMENT OF PURPOSE
Safety has consistently been DOT’s top strategic and organizational goal.1 Automation offers the potential to improve safety for vehicle operators and occupants and other travelers sharing the road.2 To address this potential, the USDOT’s Automated Driving System (ADS) Demonstration Program funds planning, direct research, and demonstration grants for the research and development of ADS, defined in the SAE International Taxonomy and Definitions for Terms Related to Driving Automation Systems for On-Road Motor Vehicles, J3016_201806,3 as well as certain technologies associated with ADS.
3. LEGISLATIVE AUTHORITY
Legislative authority for conducting this effort is found in the Consolidated 1 USDOT Strategic Plan for FY 2018 2022 https://www.transportation.gov/dot strategic plan 2 Automated Vehicles 3.0 https://www.transportation.gov/av/3 3 https://www.sae.org/standards/content/j3016_201806/
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Appropriations Act, 2018 (Public Law 115-141, March 23, 2018), regarding the Federal Motor Carrier Safety Administration, which provides additional funding and associated obligation limitation to the Secretary of Transportation to award grants and cooperative agreements for a highly automated vehicle research development program to fund planning, direct research, and demonstration grants for driving automation systems and technologies.
The law specifies “that such amounts, payments, and obligation limitation as may be necessary to carry out highly automated vehicle research and development program activities may be transferred and credited to appropriate accounts of other participating Federal agencies.”
Specific authority to enter into grants for this effort is found in Public Law 115-141, Division L, Title I, which states the activities “may be accomplished through direct expenditure, direct research activities, grants, cooperative agreements, contracts, intra or interagency agreements, or other agreements with public organizations…”
4. GOALS
The goals of the ADS Demonstration Program are:
a. Safety: Test the safe integration of ADS into the Nation’s on-road transportation system. Fund projects that demonstrate how challenges to the safe integration of ADS into the Nation’s on-road transportation system can be addressed. b. Data for Safety Analysis and Rulemaking: Ensure significant data gathering and sharing of project data with USDOT and the public throughout the project in near real time, either by streaming or periodic batch updates, and demonstrate significant commitment to leveraging the demonstration data and results in innovative ways. Fund demonstrations that provide data and information to identify risks, opportunities, and insights relevant for USDOT safety and rulemaking priorities needed to remove governmental barriers to the safe integration of ADS technologies.
For example:
What safety metrics characterize safety risk of ADS integration into the transportation system?
What data are necessary to develop these metrics?
How can the demonstration help provide data to set a baseline for human safety?
How can the demonstration help provide data to set a baseline for the safety of ADS operation?
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How can operational data provide leading indicators that would enhance future safety analysis?
How can the demonstration help provide data to define safety equivalency for ADS light duty and heavy-duty vehicles, including commercial motor vehicles?
c. Collaboration: This program seeks to work with innovative State and local governments, as well as universities and private partners, to create collaborative environments that harness the collective expertise, ingenuity, and knowledge of multiple stakeholders. These projects should include early and consistent stakeholder engagement, including early coordination with law enforcement, local public agencies, industry, transportation-challenged populations, the public, and other relevant stakeholders as applicable to conduct these demonstrations on terms that work for all parties.
5. FOCUS AREAS
In addition to the program goals listed above, the focus areas of the ADS Demonstration Program are:
a. Significant Public Benefit(s): Fund a select number of larger-scale projects that result in a significant benefit(s) to the public.
b. Addressing Market Failure and Other Compelling Public Needs: Fund projects where industry lacks adequate incentives to participate. This includes areas where cost, risk, or complexity are too significant for any single private sector entity (e.g., cybersecurity) or where a lack of private sector investment has not proven sufficient to support particular groups (e.g., access for individuals with disabilities).
c. Economic Vitality: Ensure that these Federal funds support the U.S. industrial base through Buy American and other requirements. Recognizing Executive Order 13788, proposed projects must support economic vitality at the national and regional level, including advancing domestic industry and promoting domestic development of intellectual property.
d. Complexity of Technology: Fund a collection of projects that demonstrate automation with preference for demonstrating L3 or greater automation technologies.
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e. Diversity of Projects: Fund a collection of projects that serve a variety of communities, including urban, suburban, and rural environments, and that serve a variety of transportation markets including freight, personal mobility, and public transportation.
f. Transportation-challenged Populations: Fund projects that test applications with the greatest potential to service transportation-challenged populations, including older adults and individuals with disabilities. As applicable for such populations, projects may focus on entry, egress, and options to make transfer easy, which may include design of ADS for accessibility, usability, and safety, including securement and restraint systems for wheelchairs and other equipment for people with disabilities.
g. Prototypes: Given the focus on demonstrations, fund projects that include technologies that are, at a minimum, in limited prototype state suitable to support safe demonstrations but do not need to be ready for broader deployment.
Demonstrations must meet all applicable safety standards or have a detailed approach concerning how the grantee intends to apply for any necessary exemptions.
6. DEMONSTRATION REQUIREMENTS
In addition to the program goals and focus areas listed above, the minimum requirements of the ADS Demonstration Program are listed below. The parties recognize that Recipient has entered into Non-Disclosure Agreements (NDAs) with private partners prior to the date of the grant award. In interpreting and complying with its obligations under this agreement, Recipient shall not be required to violate the terms of its NDAs. Notwithstanding any provision of this agreement related to data sharing or data rights, disclosure of trade secrets of private partners is not intended and shall not be required. However, if the terms of the NDAs make it impossible for the Recipient to deliver on the goals of the ADS Demonstration Program, the Recipient shall make a good faith effort to renegotiate the terms of relevant NDAs to allow for successful performance under this grant.
Each demonstration must comply with all requirements.
a. Each demonstration must focus on the research and development of automation and ADS technology (per the SAE definitions), with a preference for demonstrating L3 or greater automation technologies.
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b. Each demonstration must include a physical demonstration. Modeling and simulation may be included activities; however, a physical demonstration is required.
c. Each demonstration must include the gathering and sharing of all relevant and required data with the USDOT throughout the project, in near real time. The Recipient must ensure the appropriate data are accessible to USDOT and/or the public for a minimum of five years after the award period of performance expires.
Data demonstrating safety performance should include conventional data regarding safety incidents, operational (vehicle and ecosystem data), exposure measures, and innovative measures of safety-relevant vehicle behaviors that may indicate potential safety problems. Recipient’s data sharing obligations shall not apply to the extent that sharing of specific data would violate the terms of any NDA with a private partner. Data sharing obligations shall be as specified in the Data Management Plan (DMP). As further set forth in Section 6 above, the Recipient shall make a good faith effort, as may be necessary, to renegotiate the terms of relevant NDAs to allow for successful performance under this grant.
The Recipient shall submit a DMP to include a description on how data will be managed during and after the project, including non-public data provided to the USDOT for analysis and data to be shared with the public in accordance with paragraph 7.4.2 of the U.S. DOT Public Access Plan (see https://www.transportation.gov/mission/open/official-dot-public-access-plan-v11).
NOTE: The DMP is subject to USDOT review and approval. USDOT intends to review the DMP and may provide comments and requests for plan revisions. Failure to submit a DMP that USDOT deems acceptable and approved may result in grant termination or other remedies for non-compliance.
The Recipient hereby agrees to share with USDOT at a minimum the data to be collected as indicated in their USDOT-approved Data Management Plan throughout the award period of performance, and for such additional period as specified in the DMP.
d. Each demonstration must include input/output user interfaces on the ADS and related applications that are accessible and allow users with varied abilities to input a new destination or communicate route information and to access information generated by the ADS.
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e. Each demonstration vehicle operated on a fixed route, defined as operating along a prescribed route according to a fixed schedule, must be accessible to and usable by individuals with disabilities, including individuals who use wheelchairs.
f. Each demonstration must address how the demonstration can be scaled to be applicable across the Nation to similar types of road environments, as well as include an outreach task to share demonstration status, results, and lessons learned with other jurisdictions and the public, in furtherance of technical exchange and knowledge transfer.
7. STATEMENT OF WORK
The Recipient shall conduct the ADS Demonstration in accordance with the approved Technical and Budget Applications, incorporated herein as Attachments, subject to the terms of the award.
As proposed in the grant application, Recipient will utilize Olli shuttles produced by Local Motors for its first- and last-mile demonstration project utilizing shared autonomous vehicles to increase transit accessibility for the Rossmoor senior community (Project 1). The parties acknowledge that motor vehicles that are manufactured for sale, sold, introduced into interstate commerce, or imported into the United States (U.S.) must comply with all applicable Federal motor vehicle safety standards (FMVSS). Non-compliant vehicles used on public roads must either fall under an exception, or receive an approved exemption from the National Highway Traffic Safety Administration under 49 USC § 30113 or § 30114. USDOT recognizes that full implementation of Project 1 cannot be completed unless and until Local Motors either develops a compliant vehicle or receives approved exemption from NHTSA. If Recipient is unable to either bring its vehicles into compliance with applicable laws and regulations or obtain an appropriate exemption to use its Olli shuttles on public roads, USDOT will either provide an extension for completion of Project 1, or the parties will consult on next steps. The parties agree that Recipient may expend grant funds on planning, research, design, procurements, testing and other preliminary work for Project
1. Recipient shall not be in breach of this Agreement, and shall have no obligation to repay expended grant funds if it is unable to deliver the full Project for the reasons stated herein.
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8. MILESTONES / DELIVERABLES
The Recipient shall meet and/or provide the following grant milestones/deliverables.
Grant Milestones/Deliverables Approximate
Due Date
Sec. 508
Compliant?
1 Kick-off Meeting – Conduct a kick-off meeting with
USDOT at mutually-agreed-upon location. Kick-off
Meeting may be virtual or in-person based on mutual
agreement of the parties.
Within 3 weeks
after the
effective date of
award.
No
2 Project Management Plan (PMP) to include, at a
minimum:
a) Statement of Work, with a description of Tasks
and Sub-Tasks by which the project work
activities will be organized, executed, and
monitored.
b) A Project Schedule (Gantt Chart or equivalent)
displaying begin and end times for each Task and
Sub-Task, plus achievement of Project
Milestones.
c) A description of major Project Milestones,
including key Reports, start of operations of
important systems or subsystems, and other
important deliverables or events.
d) A Staffing Table, which identifies a single Project
Manager, plus project staff and/or consultants
that will lead and support each Task (or Sub-Task
if appropriate).
e) Project Budget, displaying planned expenditures
for each Task, with a further breakdown by Cost
Element for each Task, and by the Federal share
vs. non-Federal share.
Within 2 weeks
after kick-off
meeting.
No
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3 Data Management Plan (DMP) to include: a
description on how data will be managed during and
after the project, including non-public data provided
to the USDOT for analysis and data to be shared
with the public in accordance with paragraph 7.4.2 of
the U.S. DOT Public Access Plan
(see
https://www.transportation.gov/mission/open/officialdot-public-access-plan-v11). b) Delivery of Data and Associated Documentation
as outlined in the Data Management Plan.
Within 60 days
after effective
date of the
award, to be
updated
throughout the
project.
No
4 Project Evaluation Plan.
The Recipient shall prepare an Evaluation Plan,
which shall include, at a minimum:
a) Statement of Project Objectives;
b) List of Evaluation Criteria (e.g. quantitative
performance metrics and/or qualitative
assessments) tailored to the Project Objectives;
c) Description of data-collection procedures
tailored to these criteria, which could include, for
example, before/after data, surveys, interviews,
system-monitoring data, or other data needed to
report on achievement of project objectives;
d) Outline of Evaluation Report (1-page, draft list of
topics to be addressed); and
e) Description of data system where evaluation
data will be stored and analyzed, if not using one
provided by the USDOT, and how USDOT
analysts will be provided access to the system.
Within 90 days
after effective
date of the
award or 30
days after
acceptance of
DMP.
No
5 Quarterly Progress Reports – submit progress
reports to document activities performed, anticipated
activities, and any changes to schedule or
anticipated issues. See Quarterly Progress Report
clause for required content. (NOFO Section F,
Paragraph 3.A.).
Within 30 days
of the end of
each Quarter
No
6 Annual Budget Review and Program Plan (NOFO 60 days prior to No
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Section F, Paragraph 3.B.). Anniversary date
of Award
7 Annual Budget Review and Program Plan Meeting
(NOFO Section F, Paragraph 3.B.).
45 days prior to
Anniversary date
of Award
No
8 Final Evaluation Report – submit a report describing:
1) how the project has met or not met the original
expectations projected in the PMP;
2) evaluation results of the project according to the
Project Evaluation Plan;
3) summary of any complications experienced with
the ADS demonstration, specifically outside the ADS
including pedestrians, infrastructure, and/or other
vehicles; and
4) how to use the demonstration results to help the
public interact and better understand the operations
of ADS.
90 days prior to
the end of the
Period of
Performance.
Yes
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SECTION B – FEDERAL AWARD INFORMATION
1. TYPE OF AWARD
The award type is a cost-reimbursement Grant.
2. COST SHARING OR MATCHING
Cost sharing or matching is required in the amount cited on page 2 of this agreement.
Per 2 CFR 200.29, Cost sharing or matching means the portion of project costs not paid by Federal funds. See 2 CFR 200.306, Cost sharing or matching. The Non-Federal amount, as included in the approved Budget Application (attached), is hereby incorporated into this award as required Cost Sharing or Matching, subject to the terms of the award and the requirements of 2 CFR 200.
Costs incurred by the Recipient to satisfy the cost sharing or matching requirement must be allowable under 2 CFR 200 and incurred during the period of performance of the agreement.
3. PERIOD OF PERFORMANCE
The period of performance for this Grant is 48 months January 15, 2021 – January 15, 2025.
4. DEGREE OF FEDERAL INVOLVEMENT
The anticipated Federal involvement may include the following, as needed, to ensure Federal oversight and stewardship: (a) performance monitoring; (b) participation in status meetings, including kick-off meeting and annual technical and budget reviews; (c) technical guidance; and (d) coordination of data management and sharing.
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SECTION C – FEDERAL AWARD ADMINISTRATION INFORMATION
1. FEDERAL AWARD NOTICES
Only the Agreement Officer (AO) can commit the USDOT. The award document, signed by the AO, is the authorizing document. Only the AO can bind the Federal Government to the expenditure of funds. The Agreement Officer for this grant is Mary A. Leary
Acting Associate Administration, Office of Research, Demonstration and Innovation
Federal Transit Administration
East Building-E43-316
1200 New Jersey Avenue, SE
Washington, DC 20590
(202) 366-2204
[email protected]
2. ADMINISTRATIVE AND NATIONAL POLICY REQUIREMENTS
GOVERNING REGULATIONS
Performance under this Agreement will be governed by and in compliance with the following regulations:
2 CFR Part 200, "Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards" as adopted by USDOT at 2 CFR Part 1201.
Cost Principles For-profit Organizations: 48 CFR 31 (Federal Acquisition Regulations) Subpart 31.2.
Division L, Title IV, Sec. 410 of Public Law 115-141. No funds received for carrying out this grant may be expended by an entity unless the entity agrees that in expending the assistance the entity will comply with sections 2 through 4 of the Act of March 3, 1933 (41 U.S.C. 8301–8305, popularly known as the ‘‘Buy American Act’’).
Applicable Federal laws, rules, and regulations also apply.
FTA GENERAL TERMS AND CONDITIONS:
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Except as otherwise specified herein, the FTA Master Agreement applies to this award and is incorporated herein by reference. The FTA Master Agreement may be found online at www.transit.dot.gov.
Notwithstanding the above, the following provisions of the FTA Master Agreement shall not apply to this agreement:
Section 15., related to Buy America and any other provision related to Buy America.
SPECIAL TERMS AND CONDITIONS:
A. INTELLECTUAL PROPERTY
"Project Intellectual Property" means the legal rights relating to inventions, patent applications, patents, copyrights, trademarks, mask works, trade secrets, data and any other legally protectable information, including computer software, first made or generated during the performance of the Research. “Data” means recorded information, regardless of form or the media on which it may be recorded. The term includes technical data. The term does not include information incidental to contract administration, such as financial, administrative, cost or pricing, or management information.
The Recipient hereby grants to the USDOT an irrevocable, non-exclusive, royaltyfree, paid in full license to all project intellectual property developed in the performance of this grant. The intent of such license is to allow USDOT to make full use of the project generated data as collected and analyzed in the performance of this grant. Accordingly, such license shall also include provision of any noncommercial supporting tools, secondary licenses, or products needed to enable USDOT to access and use the project generated intellectual property and data as described above.
All intellectual property developed outside of this Agreement shall remain the property of its owner. No rights are granted to either party’s intellectual property developed outside of this Agreement except as explicitly provided in this Agreement, and except and only to the extent needed by USDOT to access and use the project generated data as collected and analyzed, including the provision of any noncommercial supporting tools, secondary licenses, or products needed to enable USDOT to access and use the project generated intellectual property and data. The foregoing is not intended to require the Recipient to violate the terms of any NDA with a private partner or vendor.
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For the avoidance of doubt, intellectual property developed using matching funds or in-kind contributions shall not be considered Project Intellectual Property and shall be considered intellectual property developed outside of this Agreement. Such intellectual property shall be considered as produced without federal assistance, or support. Recipient shall notify USDOT if grant funds are utilized for any other purpose.
B. DATA RIGHTS
The Recipient must make available to the USDOT copies of all work developed in the period of performance, as indicated in the data management plan, under the contract terms of this Agreement, including but not limited to software and data. This excludes work developed previously, including data and software, prior to this agreement, and work developed using matching funds or in-kind contributions, except and only to the extent needed by USDOT to access and use the data including the provision of any non-commercial supporting tools, secondary licenses, or products needed to enable USDOT to access and use the project generated data.
Recipient’s approach to meeting the terms of the data sharing requirements of this Agreement will be outlined in the data management plan, and shall not require the Recipient to violate the terms of any NDA with a private partner or vendor.
In addition to a public set of data in which any and all PII has been removed or obscured in a manner suitable to protect it from disclosure, Recipient hereby agrees to maintain a second set of the data including all captured Personally Identifiable Information (PII). Such second set of data shall be marked as “Confidential” and note that it contains PII. In accordance with subsection C of this Section, USDOT will not request such second set of data unless it deems the use of such data set to be necessary for purposes of achieving the purposes of this Agreement.
In the event that USDOT requests a copy of the confidential second set of data containing PII, USDOT hereby agrees to exercise all due care to keep strictly confidential the PII maintained in the data set and shall not disclose to any nonUSDOT person or entity the PII contained therein, unless:
1) It becomes generally available to the public other than as a result of a disclosure by USDOT;
2) It is required to be disclosed under an appropriate Freedom of Information Act (FOIA; 5 U.S.C. § 552) request; or
3) It is required to be disclosed by a court of competent jurisdiction.
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Under exceptions (2) and/or (3) above, USDOT hereby agrees to give Recipient timely notice of such request or order to disclose the data set such that Recipient can undertake any efforts it deems fit to challenge such request or order.
C. PERSONALLY IDENTIFIABLE INFORMATION (PII)
Personally Identifiable Information (PII) as defined at 2 CFR Part 200.79 and 2 CFR 200.82 will not be requested unless necessary and only with prior written approval of the AO with concurrence from the FTA Project Manager.
D. AVAILABLE FUNDING
The total estimated amount of Federal funding that may be provided under this Agreement is $7,500,000 for the entire period of performance, subject to the limitations shown below:
(1) Currently, Federal funds identified on page 2 of the award document, are obligated to this agreement.
(2) The Government’s liability to make payments to the Recipient is limited to those funds obligated under this Agreement as indicated above and any subsequent amendments.
E. PROGRAM INCOME
Pursuant to 2 CFR 200.307, Program income earned during the agreement period must be added to the Federal award and used for the purposes and under the conditions of the Federal award, unless otherwise approved by the AO. Program income must not be used to offset the Federal or Recipient contribution to this project.
F. DESIGNATION AS RESEARCH AND DEVELOPMENT OR NON-RESEARCH
AND DEVELOPMENT
This agreement is designated as: RESEARCH AND DEVELOPMENT G. CONFERENCE SUPPORT RESTRICTIONS
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The Recipient must obtain written approval from the Government prior to incurring any costs for conference support. See the definition of conference as contained in 2 CFR 200.432.
Food and beverage costs are not allowable conference expenses for reimbursement under this Agreement.
Note: Costs of meals are allowable as a travel per diem expense for individuals on travel status and pursuant to the Travel clause of this Agreement.
H. DISPUTES
The parties to this Agreement will communicate with one another in good faith and in a timely and cooperative manner when raising issues under this provision. Any dispute, which for the purposes of this provision includes any disagreement or claim, between the USDOT and the Recipient concerning questions of fact or law arising from or in connection with this Agreement and whether or not involving alleged breach of this Agreement, may be raised only under this Disputes provision.
Whenever a dispute arises, the parties will attempt to resolve the issues involved by discussion and mutual agreement as soon as practical. In no event, will a dispute which arose more than three months prior to the notification made under the following paragraph of this provision constitute the basis for relief under this article unless USDOT waives this requirement.
Failing resolution by mutual agreement, the aggrieved party will document the dispute by notifying the other party in writing of the relevant facts, identify unresolved issues and specify the clarification or remedy sought. Within five working days after providing written notice to the other party, the aggrieved party may, in writing, request a decision from one level above the Agreement Officer (AO). The AO will conduct a review of the matters in dispute and render a decision in writing within thirty calendar days of receipt of such written request. Any decision of the AO is final and binding unless a party will, within thirty calendar days, request further review as provided below.
I. PUBLIC ACCESS REQUIREMENTS AND COMPLIANCE (DATA ACCESS
AND DATA SHARING)
In response to the White House Office of Science and Technology Policy memorandum dated February 22, 2013, entitled Increasing Access to the Results of Federally Funded Scientific Research, DOT is incorporating Public Access requirements into all funding awards (grants and cooperative agreements) for
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scientific research. This section sets forth the requirements a funding recipient must satisfy to be in full compliance with the USDOT Public Access plan.
For all wholly or partially federal funded scientific research agreements, the Recipient hereby agrees to comply with the requirements of the USDOT Public Access plan. The Recipient is required to include these obligations in any subawards or other related funding agreements. The full requirements of the DOT Public Access plan requirements include, but are not limited to, the following:
i. Copyright License
Recipient hereby grants to the USDOT a worldwide, non-exclusive, nontransferable, paid-up, royalty-free copyright license, including all rights under copyright, to any and all Publications and Digital Data Sets as such terms are defined in the USDOT Public Access plan, resulting from scientific research funded either fully or partially by this funding agreement.
Recipient herein acknowledges that the above copyright license grant is first in time to any and all other grants of a copyright license to such Publications and/or Digital Data Sets, and that USDOT shall have priority over any other claim of exclusive copyright to same.
ii. Reporting and Compliance Activities
Recipient hereby agrees to satisfy the reporting and compliance requirements as set forth in the USDOT Public Access plan, including, but not limited to, the submission and approval of a Data Management Plan, the use of Open Researcher and Contributor ID (ORCID) numbers, the creation and maintenance of a research project record in the Transportation Research Board’s (TRB) Research in Progress (RiP) database, and the timely and complete submission of all required publications and associated digital data sets as such terms are defined in the DOT Public Access plan.
Additional information about how to comply with the requirements can be found at: https://ntl.bts.gov/public-access/how-comply.
Definition of “Digital Data Sets,” for the purpose of this section, will be defined as all scientific data collected through research projects funded, either fully or partially, by federal funds awarded through a DOT contract, grant or other agreement or collected by DOT employees. Such scientific data are the digitally recorded factual materials resulting from research that is necessary to validate research findings.
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“Publications,” for the purpose of this section, will be defined as any final peerreviewed manuscript accepted for publication, any intramural technical or final reports, and any Scientific Research project written deliverable (e.g., technical/final reports) that arises from extramural research funded, either fully or partially, by federal funds awarded through a DOT-managed contract, grant, or other agreement.
J. BUY AMERICAN AND DOMESTIC VEHICLE PREFERENCES
The Recipient must comply with the Buy American Act, 41 U.S.C. §§ 8301–8305, as implemented at 48 C.F.R. Subparts 25.1–25.2, in expending funds under this award.
For the purpose of 41 U.S.C. § 8301, activities under this award are deemed a public work of the Federal Government. In addition to the requirements of the Buy American Act, the Recipient must not expend funds under this award to purchase a motor vehicle unless the final assembly of that vehicle occurred in the United States.
The Recipient must require that subrecipients and contractors comply with these domestic preference requirements for all tiers of subawards and subcontracts.
Any exception under 48 C.F.R. §§ 25.103 or 25.202 and any exception of the requirements of this clause must be approved by the Agreement Officer before funds are expended.
K. INDIRECT COSTS
Indirect costs are allowable under this Agreement in accordance with the Recipient’s Federally Negotiated Indirect Cost Rates as documented in writing and approved by the Recipient’s cognizant Government agency. In the absence of such Governmentapproved indirect rates, the following rates are hereby approved for use under this agreement as shown below:
Type* Indirect Rate Period Rate (%) Base
(*** Information to be filled in at award ***)
*Types of Rates: Pred - Predetermined; Fixed - Fixed; Final – Final; Prov:
Provisional/billing; or De minimus.
In the event the Recipient determines the need to adjust the above listed rates, the Recipient will notify the AO of the planned adjustment and provide rationale for such adjustment. In the event, such adjustment rates have not been audited by a Federal agency, the adjustment of rates must be pre-approved in writing by the AO.
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This Indirect Cost provision does not operate to waive the limitations on Federal funding provided in this document. The Recipient’s audited final indirect costs are allowable only insofar as they do not cause the Recipient to exceed the total obligated funding.
L. KEY PERSONNEL
Pursuant to 2 CFR 200.308(c)(2), the Recipient must request prior written approval from the AO for any change in Key Personnel specified in the award. The following person(s) are/have been identified as Key Personnel:
Name Title/Position Organization
Randell H. Iwasaki. PE Executive Director CCTA
Timothy Haile, PE Program Delivery Team Lead CCTA
Jack Hall, PE ADS Project Manager CCTA
Linsey Willis Director of External Affairs CCTA
Habib Shamskhou Program Director AMG
Ray Akkawi, PE AMG Project Manager AMG
Ching-Yau Chan, PhD Principal Investigator UC Berkeley PATH Ali Mortazavi Technical Director – ADS
System Engineering
AMG
Dr. Susan Shaheen Technical Advisor UC Berkeley TSRC
Dr. Jane MacFarlane Data Management and
Analytics – Technical Advisor
Berkeley Lab
Kasra Behbahani Senior Systems Engineer AMG
3. REPORTING
The Recipient must submit all required reports and documents, under transmittal letter referencing the Agreement number, as follows:
Submit an electronic copy to the FTA Project Manager at the following email address:
Danyell Diggs
Federal Transit Administration
East Building – E43-420
1200 New Jersey Avenue, SE
Washington, DC 20590
(202) 366-1077
[email protected]
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A. QUARTERLY PROGRESS REPORT
The Recipient must submit an electronic copy of the SF-PPR, to the FTA Project Manager on or before the 30th of the month following the calendar quarter being reported. Final PPRs are due 90 days after the end of the Agreement period of performance. The SF-PPR is available online: https://www.fema.gov/media-librarydata/20130726-1856-25045-4782/sf_ppr.pdf.
Calendar quarters are defined as: Reports due on or before:
1st: January – March April 30th
2nd: April – June July 30th
3rd: July – September October 30th
4th: October – December January 30th
The quarterly progress report must include the required certification pursuant to 2 CFR 200.415.
The quarterly progress report must consist of the SF-PPR cover page and all the following required attached information:
To fulfill the SF-PPR Block 10, Performance Narrative requirement, the Recipient must complete the Quarterly Reporting Template (expand as necessary) that will provide a formatted report of:
a. Work performed for the current quarter;
b. Work planned for the upcoming quarter;
c. Description of any problem encountered or anticipated that will affect the completion of the work within the time and fiscal constraints as set forth in the Agreement, together with recommended solutions to such problems; or, a statement that no problems were encountered;
d. A tabulation, clearly delineated by Federal share, cost share and total, of the current and cumulative costs expended by cost element (labor, travel, indirect costs, sub-recipient/subcontractor, etc.) by quarter versus budgeted costs; e. Work performed in support of the FTA and DOT Strategic Goals; and f. Budget revisions if applicable.
In the SF-PPR Block 11, Other Attachments, include the following information as attached pages:
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a. SF-425, Federal Financial Report, and
b. SF-425A, Federal Financial Report Attachment (if applicable).
The recipient must also complete a quarterly Federal Financial Report (FFR) and Milestone Progress Report (MPR) in FTA’s electronic Transit Award and Management System (TrAMS). Reports are due by the 30th day of the month following the end of each Federal fiscal quarter (i.e., January 30, April 30, July 30, and October 30).
B. ANNUAL BUDGET REVIEW AND PROGRAM PLAN
The Recipient must submit an electronic copy and one hard copy of the Annual Budget Review and Program Plan to the FTA Project Manager and one electronic copy and one hard copy to the Agreement Officer 60 days prior to the anniversary date of this Agreement. The Annual Budget Review and Program Plan must include the required certification pursuant to 2 CFR 200.415. The Annual Budget Review and Program Plan must provide a detailed schedule of activities, estimate of specific performance objectives, include forecasted expenditures, and schedule of milestones for the upcoming year. If there are no proposed deviations from the Approved Project Budget, the Annual Budget Review must contain a statement stating such. The Recipient must meet via teleconference or web conference with the Government to discuss the Annual Budget Review and Program Plan. Work proposed under the Annual Budget Review and Program Plan must not commence until AO’s written approval is received.
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Attachment: A: DRAFT Cooperative Agreement between CCTA and City of San Ramon (2024-065 : Cooperative Agreement with Contra Costa Automated Driving System Demonstration Program | Part IV i USDOT Automated Driving System
Demonstration Grant Application for
ADS Demonstration Program
Part VI
Budget Detail | Revised 10.30.2020
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PART VI - BUDGET DETAIL
1 General Budget and Narrative .................................................................. 1
1.1 Budget Narrative .............................................................................. 1
1.2 Budget Summary .............................................................................. 2 2 Detailed Budget by Year and Total ........................................................... 3
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1.1 Budget Narrative
CCTA ADS Demonstration Program Proposed Projects
Project Title/Location Purpose
Rossmoor First Mile/ Last
Mile Shared Autonomous
Vehicles, Walnut Creek, CA
Increase transit accessibility for the elderly and people with disabilities through the use of shared autonomous vehicles and gather data to develop safety performance measures.
County Hospital Accessible
Transportation, Martinez,
CA
Provide on-demand paratransit autonomous vehicle shuttle service to people with disabilities at the County Hospital in Martinez and gather data to develop safety performance measures
Personal Mobility on
I-680 Corridor Contra Costa
County, CA
Prepare the corridor for future connected autonomous vehicles.
Install new and upgraded vehicle-to-vehicle infrastructure and vehicle-to-vehicle such as 4G/5G communications, to accommodate connected and autonomous vehicle technology along with
implementation of innovative operational strategies.
The budget reflects the general work phases for all three demonstration projects as follows:
Planning
The planning phase will set the goals and parameters of the project. A concept of operation (ConOps) and systems engineering management plan (SEMP) will be developed along with any necessary environmental clearance and project approval. The planning phase will include the development of the communication plan and initiate the design of the project.
Implementation
Design: System requirements and design of the project can begin during the planning phase. Testing of the SAVs at GoMentum will continue based on the ConOps, SEMP, and Testing Scenarios. Design of the civil improvements, communication plan, Data Management Plan, infrastructure for 5G and V2I, traffic signal upgrades, and any other tasks necessary to deploy and operate the SAVs at each of the project locations.
Procurement: Procurement of SAVs and paratransit vehicles.
Construction & Deployment: The implementation phase will include any construction activities needed to upgrade the roadway/sidewalk and traffic signals, along with providing the V2I devices and data gathering and sharing. Performance of the SAV will be measured against the parameters established during the planning phase.
Testing
Testing will be performed at two stages. The first stage is at the GoMentum Test bed where the SAVs and the paratransit vehicles will go under several moving scenarios using all V2I and V2X communication in a controlled but similar to city street environment. Once the performance of the vehicles at the GoMentum test bed meets all the requirements, vehicles will be tested on the actual city streets. The onsite testing will be done after the infrastructure for AV (V2X and V2I devices and communications) is in place.
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Data will be gathered from all testing devices, stored and managed in the cloud, and analyzed, and shared with project partners to improve project demonstration design.
1.2 Budget Summary
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Attachment: A: DRAFT Cooperative Agreement between CCTA and City of San Ramon (2024-065 : Cooperative Agreement with Contra Costa Administration and Projects Committee STAFF REPORT
Meeting Date: March 07, 2024
Subject Innovate 680 – Automated Driving System (ADS) (Project 8009.07) – Authorization to Execute Cooperative Agreement No. PRJ.01 with City of San Ramon (City) to Provide Traffic Detection Equipment, Electrical Charging Stations, and Data Gathering and Sharing
Summary of Issues In March 2019, the Authority submitted a grant application in response to the Federal Transit Administration and United States Department of Transportation’s (FTA/USDOT) Notice of Funding Opportunity.
In September 2019, the funding grant was awarded to the Authority by FTA/USDOT, and a Notice to Award was issued in the amount of $7.5 million in FTA Grant funding.
On November 18, 2020, the Authority Board executed
Cooperative Agreement No. 110.01 with FTA/USDOT to
receive $7.5 million in FTA Grant funding. The Authority also committed to matching funds. During that time, the Authority was able to secure $6.546 million in Senate Bill 1 (SB1) Local Partnership Program (LPP) Formulaic funds to fully fund the ADS project.
To implement the ADS project, the Authority will need to execute several public and private partnership agreements with key partners and vendors. The ADS Personal Mobility sub-project is being implemented on the City’s streets. Several vehicle detecting, roadside units, and electrical charging stations are being implemented for the ADS project. The City will procure and install the necessary equipment and devices
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March 07, 2024
on their existing facilities based on the design provided by the ADS team.
The cost of procuring, installing, testing, and data gathering and sharing is estimated at $250,000. Funding for this is provided by ADS project funding sources.
Recommendations Staff seeks authorization for the Chair to execute Cooperative Agreement No. PRJ.01 with the City in the amount of $250,000 to provide and install necessary traffic detection equipment, electrical vehicle charging stations, and data gathering and sharing, and to allow the Executive Director or designee to make any non-substantive changes to the language.
Staff Contact Jack Hall
Financial Implications Funding for this agreement is provided by the ADS funding sources.
Options The Authority Board could elect to not approve this request.
However, this action would require the Authority to procure another vendor to complete the required tasks, which would delay the ADS project.
Attachments A. Cooperative Agreement No. PRJ.01
Changes from Committee N/A
Background
The Authority’s ADS program goals are aimed at performing a safety assessment of Autonomous Vehicles (AV) and their ADS technology in a secure, controlled, and safe testing environment at GoMentum Station, and on private and public roadways. Monitoring, data gathering, and testing capabilities of the ADS technology through standardized and effective safety-performance metrics will determine the time to safely test the AVs on private and public roadways.
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March 07, 2024
In September 2019, the Authority was awarded $7.5 million in FTA grant funding from the FTA/USDOT to support a four-year pilot program for three demonstration projects:
City of Walnut Creek, Rossmoor – First- and Last-Mile Shared Autonomous Vehicles (SAVs) This project will increase transit accessibility for the senior community using SAVs. Data gathered will be used to develop safety performance measures for planning and implementation of future SAV projects.
City of Martinez, Contra Costa County Hospitals – Accessible Transportation This project will provide on-demand, wheelchair accessible, AV shuttle service to people as another option to get to their medical appointments. Data gathered will be used to develop safety performance measures and to provide accessible transportation to public health facilities, improving quality of life and access to medical services.
Personal Mobility on Interstate 680 (I-680) Corridor
This project will prepare the I-680 corridor for future Connected Autonomous Vehicles (CAV), install new and upgraded vehicle-to-infrastructure and vehicle-to-vehicle technologies, such as dedicated short-range communications and 4G/5G communications to accommodate CAV technology and implementation of innovative operational strategies.
The Personal Mobility project use cases will be demonstrated on the City’s streets. The use cases require the installation of traffic detection equipment (traffic video cameras, controllers, communications, and ride side units), charging stations to charge the electrical cars used in the demonstration, and sharing the data gathered from the detection equipment. The equipment is needed to work with both the City’s existing system and the ADS system to prevent developing another system within the City’s infrastructure. For this reason, the City will procure and install the equipment, integrate it with its monitoring system and share the information with the ADS system. The ADS team will provide the necessary design for the City to implement.
Staff seeks authorization for the Chair to execute Cooperative Agreement No. XXX with the City in the amount of $250,000, to provide and install necessary traffic detection equipment, electrical vehicle charging stations, and data gathering and sharing, and to allow the Executive Director or designee to make any non-substantive changes to the language.
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CITY COUNCIL STAFF REPORT
DATE: June 11, 2024
TO: City Council/City Manager
FROM: Kathi Heimann, Parks & Community Services Director By: Kathi Heimann, Parks & Community Services Director
SUBJECT: RESOLUTION NO. 2024-066 - Authorizing the Mayor to Execute Amendment No. 2 to the Agreement (C2018-037) with VenueTech Management Group, Inc. for the Management and Operations of Dougherty Valley Performing Arts Center and Front Row Theater, Authorizing a Time Extension to June 30, 2026, and Authorizing Additional Funds in an Amount Not to Exceed $1,487,768, for a Total Cumulative Contract Amount Not to Exceed $5,222,632
RECOMMENDED ACTION
Staff recommends adoption of this Resolution authorizing the Mayor to execute Amendment No. 2 to the Agreement with VenueTech Management Group, Inc. for the management and operations of the Dougherty Valley Performing Arts Center and Front Row Theater, authorizing a time extension to June 30, 2026, and authorizing additional funds in an amount not to exceed $1,487,768 for a total cumulative contract amount not to exceed $5,222,632.
BACKGROUND/DISCUSSION
On April 18, 2018, the City issued an RFP for Theatre Management Services and selected VenueTech Management Group. On June 26, 2018, the City Council adopted Resolution No. 2018-080 authorizing an Agreement with VenueTech Management Group, Inc. for a four-year agreement starting July 1, 2018 through June 30, 2022. The contract was for a not-to-exceed amount of $2,847,454 and included an option to renew for one (1) additional two-year term for a total of six (6) years. On May 24, 2022, the City Council adopted Resolution No. 2022-065 authorizing $887,410 in additional funds and extending the term to June 30, 2024. Both the City and VenueTech Management Group, Inc. mutually agree to amend the Agreement to renew for an additional two-year term for a total of eight (8) years.
In consideration of the budget shortfall that the City is facing for the 2024/25 fiscal year, staff recommends the most advantageous option to the City is to extend this Agreement for one final two-year term to June 30, 2026. This option allows the City to renew this agreement with no increase to part-time staffing costs in 2024-25.
The contract cost for the operation of both theaters during years 7 and 8 is an amount not to exceed of $1,487,768. VenueTech Management Group provides all of the necessary staffing and
5.7 Packet Pg. 86
expertise to operate both the Front Row Theater and the Dougherty Valley Performing Arts Center for city, school, and community productions. Staff is pleased with the services and therefore proposes to exercise the City’s option to renew the agreement through June 30, 2026.
FISCAL ANALYSIS
The VenueTech contract schedule of fees for years 7 and 8 includes:
2024-25 (Year 7) 2025-26 (Year 8)
Management Fee (Oversight and Booking) $177,358 $182,679 Operations (Administration, Theater
Manager, Box Office, Technical Director)
$316,393 $325,885
Presenting Series $110,711 $110,711
Staffing for City and School Events $100,105 $105,110
Reimbursable Expenses for Supplies,
Equipment, etc.
$19,408 $19,408
ANNUAL TOTALS $723,975 $743,793
Year 7 + 8 $1,467,768
Contingency if expenses exceed any of the
categories above
$20,000
Amount for Amendment No. 2 Not to
Exceed
$1,487,768
The increase in Management and Operation expenses from year 7 to year 8 is due to contractual increases based on CPI. The future years of the contract assume full performer fees for two shows per season for two (2) seasons. There are sufficient funds available in the proposed operating budget to cover the costs outlined in the amendment for 2024/25.
STEPS FOLLOWING APPROVAL
Staff will prepare Amendment No. 2 to contract C2018-037 for VenueTech Management Group, Inc. per the established Purchasing and Procurement Policy.
5.7 Packet Pg. 87
RESOLUTION NO. 2024-066
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN RAMON AUTHORIZING THE MAYOR TO EXECUTE AMENDMENT NO. 2 TO THE AGREEMENT (C2018-037) WITH VENUETECH MANAGEMENT GROUP, INC. FOR
THE MANAGEMENT AND OPERATIONS OF DOUGHERTY VALLEY
PERFORMING ARTS CENTER AND FRONT ROW THEATER, AUTHORIZING A TIME EXTENSION TO JUNE 30, 2026, AND AUTHORIZING ADDITIONAL FUNDS IN AN AMOUNT NOT TO EXCEED $1,487,768, FOR A TOTAL CUMULATIVE CONTRACT AMOUNT NOT TO EXCEED $5,222,632
WHEREAS, the City requires services for the management and operations of the Dougherty Valley Performing Arts Center and Front Row Theatre; and WHEREAS, on June 26, 2018, the City Council approved Resolution No. 2018-080, authorizing the Mayor to execute an Agreement (C2018-037) with VenueTech Management Group, Inc. for the management and operations of the Dougherty Valley Performing Arts Center and Front Row Theater in an amount not to exceed $2,847,454 for the initial four-year term expiring on June 30, 2022; and
WHEREAS, the original agreement included an option to renew for one additional twoyear term for a total 6-year contract; and WHEREAS, due to the COVID-19 pandemic, there was savings of $620,547 in box office management fees, part-time staffing reductions, supplies, and Presenting Series expenses, carried forward from the original Agreement (C2018-037); and WHEREAS, the original cost to the City to execute Amendment No. 1 would have been $1,507,957, however, due to the savings during the COVID-19 pandemic the agreement amount was revised to a not to exceed amount of $887,410; and
WHEREAS, the City Council approved Resolution No. 2022-065, authorizing the Mayor to extend the Agreement for a two-year term through June 30, 2024, in an amount not to exceed $887,410 for a cumulative contract amount not to exceed $3,734,864; and WHEREAS, the City and VenueTech Management Group mutually agree to extend the Agreement for a final two-year term through June 30, 2026, in an amount not to exceed $1,487,768.
NOW, THEREFORE BE IT RESOLVED, that the City Council of the City of San Ramon does hereby authorize the Mayor to execute Amendment No. 2 to the Agreement (C2018- 037) with VenueTech Management Group, Inc. for the management and operations of the Dougherty Valley Performing Arts Center and Front Row Theater, authorizing a time extension to June 30, 2026, and authorizing additional funds in an amount not to exceed $1,487,768 for a total cumulative contract amount not to exceed $5,222,632.
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PASSED, APPROVED AND ADOPTED at the meeting of June 11, 2024 by the following votes:
AYES:
NOES:
ABSENT:
ABSTAIN:
________________________
David E. Hudson, Mayor
ATTEST:
_____
Christina Franco, City Clerk
5.7 Packet Pg. 89
CITY COUNCIL STAFF REPORT
DATE: June 11, 2024
TO: City Council/City Manager
FROM: Maria Fierner, Interim Public Works Director
By: Gary Manuel, Landscape Program Manager
SUBJECT: RESOLUTION NO. 2024-067 - Confirming the Landscaping & Lighting District No. 1984-1 Diagram and Assessments and Levying the Landscaping & Lighting District No. 1984-1 Assessments for Fiscal Year 2024/25
EXECUTIVE SUMMARY
The Landscaping & Lighting District No. 1984-1 Engineer’s Report for FY 2024/25 includes minor changes from the previous year. Staff is proposing assessment cap increases of 2.0% for Zones 1, 2, and 19, and 2.4% for Zone 4 in accordance with the voter-approved methodology. In addition, staff is proposing increases to the levied assessments for Zones 1, 2, 3, 4, 11, 12, 13, 15, 16, and 19 for FY 2024/2025. This public hearing is the final action required to confirm the assessment diagram and levy the assessments. Staff is proposing a zero ($0) levied assessment for Zone 9 due to on-going work on Crow Canyon Road and associated landscape renovations.
The final Engineer’s Report, together with the assessment roll and the assessment diagram, will be filed with the Contra Costa County Assessor’s Office by August 10, 2024.
RECOMMENDED ACTION
Staff recommends the City Council conduct the Public Hearing and approve this Resolution confirming the Landscaping & Lighting District No. 1984-1 diagram and assessments and levying the Landscaping & Lighting District No. 1984-1 assessments for Fiscal Year 2024/25.
BACKGROUND/DISCUSSION
Landscaping & Lighting District No. 1984-1 (District) was formed in 1984 and has been reestablished each year according to the Landscaping and Lighting Act of 1972 (Act). This District includes two (2) Citywide Zones and 17 Special Zones. Property owners within each Zone pay an annual assessment to fund the maintenance of public landscaping and street lighting within that Zone. Such maintenance is performed through a combination of City staff and contractors.
The City conducts an annual process for its Landscaping & Lighting Districts to review past, current, and future expenses, ongoing and upcoming maintenance needs, needs for new capital improvement projects, and to set future assessments. The first step in this process was completed on March 26, 2024, when the City Council approved Resolution No. 2024-041 describing new improvements and ordering the District Engineer to prepare and file the Engineer’s Report for
8.1 Packet Pg. 90
FY 2024/25. The FY 2024/25 Engineer’s Report (Attachment A) is outlined by the Act as the second step necessary to re-establish the District.
The second step was completed by City Council on May 14, 2024, with the adoption of Resolution No. 2024-056 approving the FY 2024/25 Engineer’s Report, adopting a Resolution of Intention to levy and collect assessments for FY 2024/25, and setting a Public Hearing for June 11, 2024.
The final step required by the Act is to conduct a Public Hearing and adopt a Resolution confirming the diagram and assessments and levying the assessments for FY 2024/25. This allows staff to prepare the database of parcels and the corresponding assessments to be included on the property tax roll, which must be submitted to the Contra Costa County Assessor’s Office by August 10, 2024.
Recommended Assessments Changes and Items of note for Special Zones in FY 2024/25 On May 13, 2024, the Finance Committee reviewed the Reserve Study and staff recommendations for the FY 2024/25 Engineer’s Report, which included proposed upgrades, renovations, and increases/decreases of assessment rates.
Zone 1 - Citywide Lighting - Increase the maximum assessment cap by allowable CPI (2%) from $34.58 to $35.27, and increase the assessment from $30.23 to $35.27, an increase of $5.04 (maximum Zone 1 assessment rate is $35.27).
Zone 2 - Citywide Landscaping - Increase the assessment and maximum cap by allowable CPI (2%) from $74.71 to $76.21, an increase of $1.50 per unit (maximum Zone 2 assessment rate is $76.21).
Zone 3 - Canyon Lakes - Increase assessment from $70 to $80 per unit, an increase of $10 per unit (maximum Zone 13 assessment rate is $110).
Zone 4 - Vista San Ramon - Increase the maximum assessment cap by allowable CPI (2.4%) from $385 to $394 per unit, an increase of $9 per unit (maximum Zone 4 assessment rate is $394).
Zone 6 - West Branch - Continue outreach for a future ballot initiative.
Zone 9 - Country View - Decrease the assessment from $50 to $0 per unit, a decrease of $50 per unit (maximum Zone 9 assessment rate is $100).
Zone 11 - Village Parkway - Increase assessment from $100 to $110 per unit, an increase of $10 per unit (maximum Zone 11 assessment rate is $110).
Zone 12 - El Nido - Increase assessment from $95 to $110 per unit, an increase of $15 per unit (maximum Zone 12 assessment rate is $125).
Zone 13 - Crown Ridge - Increase assessment from $750 to $780 per unit, an increase of $30 per unit (maximum Zone 13 assessment rate is $1,000).
Zone 15 - Circle E - Increase assessment from $200 to $225 per unit, an increase of $25 per unit (maximum Zone 15 assessment rate is $300).
Zone 16 - Thomas Ranch - Increase assessment from $65 to $75 per unit, an increase of $10 per unit (maximum Zone 16 assessment rate is $100).
Zone 19 - Glass House - Increase the maximum assessment cap by allowable CPI (2%) and increase the assessment rate from $15,492.17 to $15,802.01, an increase of $309.84
8.1 Packet Pg. 91
(maximum Zone 19 assessment rate is $15,802.01).
Underfunded Special Zones
The FY 2024/25 Reserve Study identifies that the following eleven (11) Special Zones are estimated to have negative fund balances within the next 10 years unless service levels are reduced, or property owners approve increases to their maximum assessments. Five (5) of the eleven (11) zones are at their maximum assessment rate. Old Ranch Estates, El Nido, and Crown Ridge are not at their maximum assessment rate.
Special Zone Projected Negative Balance Year
Zone 1 - Citywide Lighting FY 2028/29
Zone 2 - Citywide Landscaping FY 2030/31
*Zone 6 - West Branch FY 2025/26
*Zone 7 - Bent Creek FY 2028/29
*Zone 8 - Deerwood FY 2030/31
Zone 10 - Old Ranch Estates FY 2032/33
*Zone 11 - Village Parkway FY 2030/31
Zone 12 - El Nido FY 2030/31
Zone 13 - Crown Ridge FY 2032/33
*Zone 14 - Four Oaks FY 2029/30
Zone 19 - Glass House FY 2032/33
* At maximum assessment
Routine maintenance currently results in an operating deficiency for Citywide Lighting, Citywide Landscaping, West Branch, Bent Creek, Deerwood, Village Parkway, El Nido, and Four Oaks. West Branch continues to fund significant fountain repairs and landscape renovation, which contribute to the deficit now and in future years. Zone 6 currently has a positive reserve balance only as a result of savings from the fountains being non-operational.
Other contributing factors of increasing costs for all Special Zones are the renovation of aging landscaping; replacement of irrigation components; and increased contract and utility costs.
Potential Ballot Initiatives
The FY 2024/25 Reserve Study shows that, at current maximum assessment rate, West Branch (Zone 6) would achieve a negative fund balance in FY 2025/26. Public outreach efforts are detailed below.
West Branch (Special Zone 6)
8.1 Packet Pg. 92
As noted above, Zone 6 is expected to have a negative fund balance by FY 2025/26. The fund is only solvent this year and next due to savings in utility costs from the Step Fountain being out of operation. Public outreach to Zone 6 will begin in order to describe pending Zone expenditures related to fountain maintenance/repair and landscape enhancement projects. Residents will be informed as early as possible in FY 2024/25 about ongoing maintenance and funding issues, as shown in the Reserve Study, to prepare for a possible Zone increase. Recent work in Zone 6 is limited to preventative landscape, irrigation, and fountains maintenance. Planned work includes additional irrigation repairs, declining plant material replacement, and replacing fountain components such as tablet feeders, display pumps, and motors. This work is necessary to maintain the equipment and fountain infrastructure.
In addition, in March 2022, a valve failed in the equipment vault of the Step Fountain, and the equipment vault flooded. The motor and other electrical components were damaged and needed to be replaced. As described below under Capital Improvement Projects, the replacement cost for these components is expected to be approximately $110,000. Staff had already been planning additional expensive renovations to the fountain, which totaled approximately $400,000. These renovations, together with the high cost of maintenance, low reserve balance in the Zone, high water usage, and ongoing drought conditions, had raised the question of repurposing the fountain.
Based on feedback from the Finance Committee, staff will explore alternative uses for the fountains if they are permanently shut down. Options for discussion with Zone residents include new landscaping, public art, and lighting. Instead of immediately allocating CIP funds to fountain repair, these funds could be redirected toward hiring a consultant or architect, or other maintenance activities within the Zone, such as replacing outdated irrigation valves, flow meters, and master valves.
Capital Improvement Program (CIPs)
Capital Improvement Program (CIPs) are projects identified as new construction, replacement, and/or infrastructure renovation within each zone that exceed annual operating expenses. The current five-year forecast for CIPs within the zones is included in the Engineer’s Report (Attachment A).
Following are the proposed new zone-specific CIPs. The amounts shown represent the funding requests for FY 2024/25:
CIP 300001 - Citywide Lighting Zone Improvements - Zone 1 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300002 - Citywide Landscaping Zone Improvements - Zone 2 - $72,000 Work for FY 2024/25 includes removal/replacement of declining trees, mulch installation, and landscape and irrigation renovations in various locations.
CIP 300003 - Canyon Lakes Zone Improvements - Zone 3 - $45,000 Work for FY 2024/25 includes removal/replacement of declining trees, irrigation remote control
8.1 Packet Pg. 93
valve replacement, mulch installation, and landscape and irrigation renovations in various locations.
CIP 300004 - Vista San Ramon Zone Improvements - Zone 4 - $21,500 Work for FY 2024/25 includes irrigation controller and master valve upgrade and landscape renovation in various locations.
CIP 300005 - Summerwood Loop Zone Improvements - Zone 5 - $22,500 Work for FY 2024/25 includes mulch and landscape renovation in various locations.
CIP 300006 - West Branch Zone Improvements - Zone 6 - $3,000 Work for FY 2024/25 includes step fountain backwash valve and multi-port handle replacement.
The amount may change based on the availability of funding in FY 2024/25.
CIP 300007 - Bent Creek Zone Improvements - Zone 7 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300008 - Deerwood Zone Improvements - Zone 8 - $0
There are no new improvement projects scheduled for FY 2024/25.
CIP 300009 - Country View Zone Improvements - Zone 9 - $10,000 Work for FY 2024/25 includes supplemental landscape renovation not included in the Crow Canyon Road widening project.
CIP 300010 - Old Ranch Estates Zone Improvements - Zone 10 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300011 - Village Parkway Zone Improvements - Zone 11 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300012 - El Nido Zone Improvements - Zone 12 - $0
There are no new improvement projects scheduled for FY 2024/25.
CIP 300013 - Crown Ridge Zone Improvements - Zone 13 - $3,000 Work for FY 2024/25 includes landscape renovation in various locations.
CIP 300014 - Four Oaks Zone Improvements - Zone 14 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300015 - Circle E Zone Improvements - Zone 15 - $0
There are no new improvement projects scheduled for FY 2024/25.
CIP 300016 - Thomas Ranch Zone Improvements - Zone 16 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300017 - Henry Ranch Improvements - Zone 17 - $0
8.1 Packet Pg. 94
There are no new improvement projects scheduled for FY 2024/25.
CIP 300018 - Old Ranch Summit Zone Improvements - Zone 18 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300019 - Glass House Zone Improvements - Zone 19 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300021 - Relamping - Zone 1 - $0
There are sufficient parts available for re-lamping, so no new purchases are anticipated this fiscal year.
CIP 905530 - Bollinger Canyon Rd./Iron Horse Trail Bicycle Pedestrian Overcrossing - Zone 1 - $0
It is anticipated that the Bollinger Canyon Road at Iron Horse Trail Pedestrian and Bicycle Overcrossing will include substantial safety lighting improvements on the bridge and its approaches. Work is anticipated to be completed by December 2025.
New Development
As part of the City Village - Summerhill Homes project (SD 9576), a total of 11 new streetlamps will be installed on Norris Canyon Road, Camino Ramon, and Executive Parkway. Eleven existing streetlights will also be converted to LEDs. All new streetlamp heads will be owned by PG&E. All improvements will be constructed and paid for by the developer.
8.1 Packet Pg. 95
FISCAL ANALYSIS
Following is a summary of the FY 2024/25 District Budget, as approved:
FY 2022/23 FY 2023/24 FY 2023/24 FY 2024/25
Actuals Adopted Projected Proposed
Citywide Lighting
Assessment Revenues $ 801,564 $ 801,564 $ 801,564 $ 935,202 Revenues - Other (interest,
rebates, reimbursed expenses,
return funding 36,166 - - -
Assessment Collection Fees 13,003 21,158 21,158 21,158
Operating Expenses 861,655 847,915 847,915 1,006,087
Improvement Projects 223,000 98,000 98,000 -
Reserve Increase (Decrease) (259,929) (165,509) (165,509) (92,043) Reserve Balance $ 894,440 $ 733,911 $ 728,930 $ 636,887 Citywide Landscaping
Assessment Revenues $ 1,822,457 $ 1,858,878 $ 1,858,878 $ 1,896,200 Revenues - Other (interest,
rebates, reimbursed expenses,
return funding 19,972 12,209 12,209 12,209
Operating Expenses 1,167,289 1,410,548 1,410,548 1,449,312 Improvement Projects 143,700 111,150 111,150 89,400
Contribution to Special Zones 437,848 397,869 397,869 379,459 Reserve Increase (Decrease) 93,593 (48,480) (48,480) (9,762) Reserve Balance $ 691,873 $ 455,576 $ 659,741 $ 633,367 Special Assessment Zones
Assessment Revenues $ 846,782 $ 1,086,290 $ 1,128,495 $ 1,155,096 Revenues - Other (interest,
rebates, reimbursed expenses,
return funding 9,257 - - -
Operating Expenses 1,133,780 1,505,275 1,505,275 1,557,963 Improvement Projects 299,300 181,850 181,850 183,850
Contribution from Citywide 437,848 397,869 397,869 379,460 Summary of Proposed FY 2024/25 Budget
The Landscaping & Lighting District No. 1984-1 budget is more fully described in the Engineer’s Report (Attachment A).
FY 2024/25 Landscaping & Lighting District Assessment Rates Staff is proposing assessment cap increases of 2.0% for Zones 1, 2, and 19, and 2.4% for Zone 4 in accordance with the voter-approved methodology. In addition, staff is proposing increases to the levied assessments for Zones 1, 2, 3, 4, 11, 12, 13, 15, 16, and 19 for FY 2024/2025. The FY 2024/25 Engineer’s Report will result in levying the following assessments for each special zone.
FY 2024/25 rates are shown for comparison purposes:
8.1 Packet Pg. 96
Zone
Number Zone Name
Proposed
Unit
Factors
FY 2023/24
Levied Rate
per Unit
FY 2024/25
Proposed
Rate per
Unit
FY 2024/25
Estimated
Revenue
FY 2024/25
Proposed
Max Rate per
Unit
1 Citywide Street Lighting 26,515.50 30.23 $35.27 $935,201.69 $35.27 2 Citywide Landscaping 24,881.25 $74.71 $76.21 $1,896,200.06 $76.21 3 Canyon Lakes 3,011.75 $70.00 $80.00 $240,940.00 $110.00 4 Vista San Ramon 161 $385.00 $394.00 $63,434.00 $394.00 5 Summerwood Loop 421 $120.00 $120.00 $50,520.00 $160.00 6 West Branch 631.75 $380.00 $380.00 $240,065.00 $380.00 7 Bent Creek 452 $445.00 $445.00 $201,140.00 $445.00
8 Deerwood 639 $115.00 $115.00 $73,485.00 $115.00
9 Country View 184 $50.00 $0.00 $0.00 $100.00
10 Old Ranch Estates 136 $350.00 $350.00 $47,600.00 $380.00 11 Village Parkway 241 $100.00 $110.00 $26,510.00 $110.00 12 El Nido 158 $95.00 $110.00 $17,380.00 $125.00
13 Crown Ridge 104 $750.00 $780.00 $81,120.00 $1,000.00 14 Four Oaks 59 $175.00 $175.00 $10,325.00 $175.00
15 Circle E 153 $200.00 $225.00 $34,425.00 $300.00
16 Thomas Ranch 140 $65.00 $75.00 $10,500.00 $100.00
17 Henry Ranch 102 $225.00 $225.00 $22,950.00 $375.00
18 Old Ranch Summit 54 $350.00 $350.00 $18,900.00 $1,858.00 Glass House (SR) 1 $8,164.37 $8,327.66
Brave Church (CH) 1 $1,332.33 $1,358.98
Valley Vista (VV) 1 $5,995.47 $6,115.38
$3,986,497.76
*The owners of the three Zone 19 parcels were responsible for paying the Zone 1 and Zone 2 assessments prior to the formation of Zone 19. Therefore, these three parcels are included in the Zone 1 and Zone 2 unit factors and revenue estimates above, in addition to the Zone 19 assessment and revenue estimates. *SR - City of San Ramon, CH - Brave Church, VV - Valley Vista Senior Housing
SUMMARY OF ASSESSMENTS
ASSESSMENT PER UNIT FACTOR BY SPECIAL ZONE
19*
Total Assessment Revenue:
$15,802.01 $15,802.01
8.1 Packet Pg. 97
Per Unit FY
2023/24
Per Unit FY
2024/25
Per Unit
Change
$30.23 $35.27 $5.04
$174.95 $191.48 $16.53
$284.95 $505.48 $220.53
$224.95 $231.48 $6.53
$484.95 $491.48 $6.53
$549.95 $556.48 $6.53
$219.95 $226.48 $6.53
$154.95 $111.48 ($43.47)
$454.95 $461.48 $6.53
$204.95 $221.48 $16.53
$199.95 $221.48 $21.53
$854.95 $891.48 $36.53
$279.95 $286.48 $6.53
$304.95 $336.48 $31.53
$169.95 $186.48 $16.53
$329.95 $336.48 $6.53
$454.95 $461.48 $6.53
$8,164.37 $8,327.66
$1,332.33 $1,358.98
$5,995.47 $6,115.38
$104.95 $111.48 $6.53
**SR - City of San Ramon, CH - Brave Church, VV - Valley Vista Senior Housing
CUMULATIVE ASSESSMENTS
(Includes Citywide Zones and Special Zone)
Description
Canyon Lakes (Zone 1, Zone 2, Zone 3)
Old Ranch Estates (Zone 1, Zone 2, Zone 10)
*Country View (Zone 1, Zone 2, Zone 9)
Deerwood (Zone 1, Zone 2, Zone 8)
Bent Creek (Zone 1, Zone 2, Zone 7)
West Branch (Zone 1, Zone 2, Zone 6)
Summerwood Loop (Zone 1, Zone 2, Zone 5)
Vista San Ramon (Zone 1, Zone 2, Zone 4)
The Zone 1 and Zone 2 assessments for these parcels are accounted for separately from the Zone 19 assessments.
Therefore, no increase for Zone 1 and Zone 2 are showing under Zone 19. * No assessment levied for Country View (Zone 9) in FY 2024/25 Bishop Ranch Properties (Zone 1 only)
**Valley Vista (VV)(Zone 19)
**Brave Church (CH)(Zone 19)
**Glass House (SR)(Zone 19)
Old Ranch Summit (Zone 1, Zone 2, Zone 18)
Henry Ranch (Zone 1, Zone 2, Zone 17)
Thomas Ranch (Zone 1, Zone 2, Zone 16)
Circle E (Zone 1, Zone 2, Zone 15)
Four Oaks (Zone 1, Zone 2, Zone 14)
Crown Ridge (Zone 1, Zone 2, Zone 13)
El Nido (Zone 1, Zone 2, Zone 12)
Village Parkway (Zone 1, Zone 2, Zone 11)
$309.84
All Other Areas (Zone 1, Zone 2)
STEPS FOLLOWING APPROVAL
Staff will file the final FY 2024/25 Engineer’s Report, together with the assessment roll and the assessment diagram, with the Contra Costa County Assessor’s Office by August 10, 2024.
ATTACHMENT
A: L&L 1984-1 FY 2024-25 Engineer’s Report updated
8.1 Packet Pg. 98
RESOLUTION NO. 2024-067
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN RAMON CONFIRMING THE LANDSCAPING & LIGHTING DISTRICT NO. 1984-1 DIAGRAM
AND ASSESSMENTS AND LEVYING THE LANDSCAPING & LIGHTING DISTRICT NO. 1984-1 ASSESSMENTS FOR FISCAL YEAR 2024/25
WHEREAS, on March 26, 2024, the City Council of the City of San Ramon adopted Resolution No. 2024-041 describing new improvements for Landscaping & Lighting District No.1984-1 (District) and ordering the District Engineer to prepare and file an Engineer’s Report for FY 2024/25; and
WHEREAS, the District Engineer filed the Engineer’s Report and on May 14, 2024, the City Council of the City of San Ramon adopted Resolution No. 2024-056 approving the FY 2024/25 Landscaping & Lighting District No. 1984-1 Engineer's Report and associated assessment diagram, adopting a Resolution of intention to levy and collect assessments for FY 2024/25, and setting a Public Hearing for June 11, 2024; and WHEREAS, the City Council conducted a Public Hearing on June 11, 2024; and WHEREAS, the City Council hereby finds that the assessments have been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed as set forth in the Engineer's Report for FY 2024/25.
NOW, THEREFORE BE IT RESOLVED that the City Council of the City of San Ramon does hereby, confirm the Landscaping and Lighting District No. 1984-1 assessment diagram and assessments, and levy the Landscaping and Lighting District No. 1984-1 assessments for FY 2024/25 as set forth in the Engineer’s Report.
PASSED, APPROVED AND ADOPTED at the meeting of June 11, 2024 by the following votes:
AYES:
NOES:
ABSENT:
ABSTAIN:
________________________
David E. Hudson, Mayor
ATTEST:
___________________________
8.1 Packet Pg. 99
Christina Franco, City Clerk
8.1 Packet Pg. 100
ATTACHMENT A
ENGINEER'S REPORT
for
LANDSCAPING&LIGHTINGDISTRICTNO.1984-1
LEVY OF ANNUAL ASSESSMENT
FISCAL YEAR JULY 1, 2024 - JUNE 30, 2025
CITYOFSANRAMON
Contra Costa County, California
May 14, 2024
8.1.a
Packet Pg. 101 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25)
ENGINEER'S REPORT
for
LANDSCAPING & LIGHTING DISTRICT NO. 1984-1
LEVY OF ANNUAL ASSESSMENT
FISCAL YEAR JULY 1, 2024 - JUNE 30, 2025
TABLE OF CONTENTS
CERTIFICATION OF FILING ...............................................................................................................3 I. Introduction............................................................................................................................5 II. District Purpose and Service Levels...................................................................................5 III. Assessment District Diagram.................................................................................................6 IV. Plans and Specifications for Improvements..................................................................... 7 V. District Funding ...............................................................................................................13 VI. Assessment Rates.......................................................................................................... 15 VII. Assessment Methodology ....................................................................................................17 VIII. Revenues and Expenditures…....................................................................................... 22 IX. Assessment Roll...................................................................................................................22 Appendices
Appendix A - City of San Ramon City Council Resolution No. 2024-041 Appendix B - Assessment District Diagram
Appendix C - Plans and Specifications for Improvements
Appendix D - Landscaping & Lighting District Guideline
Appendix E - Street Landscaping & Lighting Unit Factor
Appendix F - Revenues and Expenditures for Zones 1-19
Appendix G - Summary of Assessments
8.1.a
Packet Pg. 102 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25)
ENGINEER'S REPORT
LANDSCAPING & LIGHTING DISTRICT NO. 1984-1
(Pursuant to the Landscaping & Lighting Act of 1972)
CERTIFICATION OF FIUNG
Robin Bartlett, Engineer of Work of Assessment District No. 1984-1, City of San Ramon, Contra Costa County, California, makes this Repo11 as directed by the City Council. The San Ramon Landscaping & Lighting Assessment District No. 1984-1 is intended to provide Landscaping & Lighting improvements within certain incorporated limits of the City and to levy and collect assessments sufficient to pay for those improvements. This Report is to re-establish the Assessment District and to levy the Assessment for the fiscal year July I, 2024 - June 30, 2025.
The improvements which are the subject of this Report are briefly described as follows:
The installation of landscaping, public lighting facilities and facilities appu11enant thereto or which are necessary or convenient for their maintenance or servicing, and the maintenance or servicing of the foregoing.
The improvements for FY 2024/25 will include servicing or maintenance, or both, of existing public lighting facilities and certain landscaping and the installation of new streetlights and/or landscaping within the budgeted limits.
The undersigned respectfully submits the enclosed Engineer's Report as directed by the City Council.
Dated, 7?1
I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached was filed with me on May 14, 2024.
Christina Franco, Cit
City of San Ramon
Contra Costa County, California
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I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached was approved and confirmed by the City Council of the City of San Ramon, California, on the ____ day of _____________, 2024.
Christina Franco, City Clerk
City of San Ramon
Contra Costa County, California
I HEREBY CERTIFY that the enclosed Engineer's Report, together with the Assessment Roll and Assessment Diagram thereto attached was filed with the County Auditor of the County of Contra Costa on the ____ day of _____________, 2024.
Christina Franco, City Clerk
City of San Ramon
Contra Costa County, California
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Packet Pg. 104 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25)
ENGINEER'S REPORT
for
LANDSCAPING & LIGHTING DISTRICT NO. 1984-1
LEVY OF ANNUAL ASSESSMENT
FISCAL YEAR JULY 1, 2024 – JUNE 30, 2025
I. INTRODUCTION
The City of San Ramon Landscaping & Lighting District No.1984-1 (District) was formed in 1984 in accordance with the Landscaping and Lighting Act of 1972 (Streets and Highways Code Section 22500 et seq).
The District has been reestablished each year thereafter. On November 5, 1996, California voters approved Proposition 218, entitled the "Right to Vote on Taxes Act," which added Articles XIIIC and XIIID to the California Constitution. Proposition 218 established new procedural requirements for the formation and administration of assessment districts. The City of San Ramon has taken the necessary steps to ensure that Landscaping & Lighting District No. 1984-1 is compliant with Proposition 218.
Per Section 22622 of the Streets and Highways Code, the City Council of the City of San Ramon adopted Resolution 2024-041 on March 26, 2024, which ordered the District Engineer to prepare and file an Engineer's Report for FY 2024/25 and described new improvements for the District.
Resolution 2024-041 is included as Appendix A.
II. DISTRICT PURPOSE AND SERVICE LEVELS
The Landscaping & Lighting District No.1984-1 (District) provides for the maintenance of street landscaping and lighting. During FY 2004/05, the level of service was revised from FY 2003/04 to remove park maintenance from the District, since park maintenance is solely funded by the City's General Fund and not by the assessment collected by the District. The District provides services and maintains improvements as follows and as described in subdivision improvement plans, capital improvement plans, and prior Engineer's Reports on file with the City:
Street Landscaping and Lighting
1. Provide horticultural care to all improved landscaped areas: mowing of turf areas, edging of turf areas, tree pruning, fertilization, soil aeration, and dethatching of turf areas.
2. Provide a high level of maintenance, including weed abatement and trash and debris pickup along City streets and in improved landscaped areas.
3. Provide weed abatement of all non-landscaped medians and public right-of-way.
4. Replace dead and dying plants and maintain the appearance of landscaped areas.
5. Provide tree pruning service for ongoing maintenance of trees.
6. Maintain exterior of sound walls by replacing Bouquet Canyon stones whenever necessary.
7. Maintain the landscaping and lighting at the San Ramon Transit Center.
8. Provide maintenance and electric service for street lighting.
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9. Quarterly inspection of streetlightsfor outages.
10. Provide safety training and necessary safety equipment and clothing to create a safe working environment.
11. Create renovation projects for existing landscaping and lighting features within the District.
III. ASSESSMENT DISTRICT DIAGRAM
The Assessment District Diagram (Appendix B) delineates the assessment district boundary and the assessment zones. The District is organized into 19 zones: two general maintenance zones (Zones 1 and 2) and 17 special zones (Zones 3 through 19). The District Engineer and Engineer of Work hereby finds that the properties within each special zone receive approximately equal special benefit from the work and improvements within that special zone. The zones are:
Zone 1 Citywide Lighting (excludes Dougherty Valley)1
Zone 2 Citywide Landscaping (excludes Dougherty Valley and Bishop Ranch)2 Zone 3 Canyon Lakes
Zone 4 Vista San Ramon
Zone 5 Summerwood Loop
Zone 6 West Branch
Zone 7 Bent Creek
Zone 8 Deerwood
Zone 9 Country View
Zone 10 Old Ranch Estates
Zone 11 Village Parkway
Zone 12 El Nido
Zone 13 Crown Ridge
Zone 14 Four Oaks/Stevens
Zone 15 Circle E
Zone 16 Thomas Ranch
Zone 17 Henry Ranch
Zone 18 Old Ranch Summit
Zone 19 Glass House
1 Zones 1 & 2 exclude the Dougherty Valley area in accordance with the annexation agreement with the City. The County 29 Service Area M-provides for the landscaping and lighting costs associated with Dougherty Valley. 2Zone 2 excludes the Bishop Ranch area in accordance with the annexation agreement with the City. The agreement stipulates that Zone 2 landscaping costs will not be levied on Bishop Ranch because Sunset Development maintains Bishop Ranch landscaping at its own expense.
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IV. PLANS AND SPECIFICATIONS FOR IMPROVEMENTS
The description and location of existing and proposed new improvements that are or will be maintained by the District during FY 2024/25 are as follows:
Existing Improvements
1. Zone 1 - Citywide Lighting
Zone 1 improvements consist of various lighting improvements located throughout the City with the exception of the Dougherty Valley area. A listing of street light locations for Zone 1 is on file with the Public Works -Public Services Division.
During Fiscal Years 2011/12 and 2012/13, the City converted high-pressure sodium streetl i g h t s to a more energy-efficient, light-emitting diode (LED) technology. This conversion was performed in two phases:
Phase 1 converted approximately 600 streetlights in the Zone 1 area at a cost of $377,505. This work was possible due to an Energy Efficiency and Conservation Block Grant as a part of the American Recovery and Reinvestment Act of 2009, in the amount of $215,600; PG&E utility rebates in the amount of $63,465; and Zone 1 funding in the amount of $98,440.
Phase 2 converted the remaining approximately 1,000 Zone 1 streetlights through funding provided by a General Fund loan and lease agreement with Banc of America Public Capital Corporation. PG&E rebates are being used to repay the General Fund loan and energy savings resulting from the LED conversion are being used to pay the 12-year lease resulting in no net cost to the City for that 12- year period. After the lease period, the City will realize an approximate 50% reduction in costs due to energy savings.
The new technology has not only lowered energy usage and costs, but delivers improved performance and quality of light, resulting in longer product lifespan and has reduced greenhouse gas emissions. In addition, thirty (30) overhead retroreflective signs have been purchased in order to convert illuminated street name signs.
2. Zones 2 through 19 - Citywide Landscaping and Special Zones Zone 2 through 19 improvements are listed in Appendix C. The approximate location of each zone is shown on the Assessment Diagram in Appendix B.
Proposed New Improvements
Proposed new improvements are installed either by the City as capital improvement projects, upgrades paid for through operating budgets, or by developers in accordance with their development conditions of approval. In the latter category, the development Conditions of Approval and the approved Final Map designate those landscaped areas to be maintained by the City. All other landscaped areas remain under private maintenance. In the event that a private
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Property owner(s)/developer(s) want to transfer landscaped maintenance responsibilities for privately maintained areas adjacent to the public right-of-way to the City; such transfers shall conform to the guidelines in Appendix D.
Proposed Upgrades – Capital Improvement Program (CIPs) of FY 2024/2025 Capital Improvement Projects (CIPs) are projects identified as new construction, replacement, and/or renovation of infrastructure within each zone that is over and above annual operating expenses. Additional details regarding the projects are provided in Appendix C and the long-term financing of the projects is indicated in the Reserve Study in Appendix G.
Following are the proposed new zone-specific CIPs. The amounts shown represent the funding requests for FY 2024/25. The allocations from each zone to the respective CIPs as indicated below are from the current fiscal year. The funds are to be expended on improvements within the next five years except as noted.
CIP 300001 – Citywide Lighting Zone Improvements – Zone 1 - $0 As part of the City Village – Summerhill Homes project (SD 9576), a total of 11 new streetlamps will be installed on Norris Canyon Road, Camino Ramon and Executive Parkway. Eleven existing streetlights will also be converted to LEDs. All new streetlamp heads will be owned by PG&E. All improvements will be constructed and paid for by the developer.
CIP 300002 – Citywide Landscaping Zone Improvements – Zone 2 - $72,000 Work for FY 2024/25 includes removal/replacement of declining trees, mulch installation, and landscape and irrigation renovations in various locations.
CIP 300003 – Canyon Lakes Zone Improvements – Zone 3 - $45,000 Work for FY 2024/25 includes removal/replacement of declining trees, irrigation remote control valve replacement, mulch installation, and landscape and irrigation renovations in various locations.
CIP 300004 – Vista San Ramon Zone Improvements – Zone 4 - $21,500 Work for FY 2024/25 includes irrigation controller and master valve upgrade and landscape renovation in various locations.
CIP 300005 – Summerwood Loop Zone Improvements – Zone 5 - $22,500 Work for FY 2024/25 includes mulch and landscape renovation in various locations.
CIP 300006 – West Branch Zone Improvements – Zone 6 - $3,000 There are no new improvement projects scheduled for FY 2024/25.
CIP 300007 – Bent Creek Zone Improvements – Zone 7 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300008 – Deerwood Zone Improvements – Zone 8 - $0
There are no new improvement projects scheduled for FY 2024/25.
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CIP 300009 – Country View Zone Improvements – Zone 9 - $10,000 Work for FY 2024/25 includes supplemental landscape and irrigation renovations not included in the Crow Canyon Road widening project.
CIP 300010 – Old Ranch Estates Zone Improvements – Zone 10 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300011 – Village Parkway Zone Improvements – Zone 11 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300012 – El Nido Zone Improvements – Zone 12 - $0
There are no new improvement projects scheduled for FY 2024/25.
CIP 300013 – Crown Ridge Zone Improvements – Zone 13 - $3,000 Work for FY 2024/25 includes landscape renovation in various locations.
CIP 300014 – Four Oaks Zone Improvements – Zone 14 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300015 – Circle E Zone Improvements – Zone 15 - $0
There are no new improvement projects scheduled for FY 2024/25.
CIP 300016 – Thomas Ranch Zone Improvements – Zone 16 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300017 – Henry Ranch Improvements – Zone 17 - $0
There are no new improvement projects scheduled for FY 2024/25.
CIP 300018 – Old Ranch Summit Zone Improvements – Zone 18 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300019 – Glass House Zone Improvements – Zone 19 - $0 There are no new improvement projects scheduled for FY 2024/25.
CIP 300021 – Relamping – Zone 1- $0
There are sufficient parts available for re-lamping, so no new purchases are anticipated this fiscal year.
CIP 905530 – Bollinger Canyon Rd./Iron Horse Trail Bicycle Pedestrian Overcrossing – Zone 1 - $0
It is anticipated that the Bollinger Canyon Road at Iron Horse Trail Pedestrian and Bicycle Overcrossing will include substantial safety lighting improvements on the bridge and its approaches. Work is anticipated to be completed by December 2025. There are no new improvement projects scheduled for FY 2024/25.
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V. DISTRICT FUNDING
The District is funded through two City wide funding sources and special zones, as discussed below:
1. Citywide Zone Assessments (Zones 1 and 2)
The assessment is collected on the property tax rolls from certain property owners within the City of San Ramon. It was confirmed by a majority vote through Measure K during the November 1996 election. Measure K provided for a continuation of an assessment of $53 per single-family unit per year for Zones 1 & 2 through June 1998, with an increase to $59 per single-family unit per year beginning July 1, 1998, and for each year thereafter.
The Citywide assessment of $59 per unit per year allocated $19 to Citywide street lighting and $40 to Citywide landscaping.
In accordance with Proposition 218, the City conducted a mailed ballot election for the Zone 1 and Zone 2 assessment increase. The election approved the FY 2006/07 assessment at $79 per unit per year and an annual increase based on the Consumer Price Index (CPI) not exceeding 2%. With the $20 increase, these assessments increased proportionately such that the increase to the street lighting assessment was $6 per unit per year, for a total of $25, and the increase to the landscaping assessment was $14 per unit per year, for a total of $54.
Since then, maximum assessments rates for Zone 1 and 2 have been raised by the allowable CPI and are currently at the maximum allowable rates for each Zone as voted by property owners. The February 2024 CPI increase is 2.4%; therefore, the maximum allowable assessment and the maximum assessment rate increase is 2% for FY 2024/25.
There are a total of 34 parcels that are assessed only for Citywide street lighting. These are the parcels within the Bishop Ranch area. Bishop Ranch is responsible for maintaining roadway landscaping at its cost in accordance with the annexation agreement with the City.
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New Developments for FY 2024/25 are detailed below:
In addition to minor new development projects throughout the City, the Landscaping & Lighting District annexed The Preserve (Faria) into Zones 1 and 2 in March of 2018.
Improvements that will be constructed as part of The Preserve and accepted by the City for maintenance, funded by Zones 1 and 2, will consist of new lighting and are described generally in the Faria Preserve Conditions of Approval and on the following Improvement Plans as accepted by the City:
□ Subdivision 9342, The Preserve – Purdue Road, by Gates & Associates □ Subdivision 9342, Faria Preserve – Faria Preserve Parkway, Phase 1, by Gates & Associates
□ Subdivision 9342, Faria Preserve – Faria Preserve Parkway, Phase 2, by Gates & Associates
□ Mainline Extension, Subdivision 9342 – Public Street Lighting, Giacalone Design Services, Inc.
These plans indicate the installation of 40 new streetlights, associated poles, and improvements.
It is anticipated that all of the improvements will be accepted during FY 2024/25.
Special Zone Assessments (Zones 3 - 19)
The special zone assessments are also collected on the property tax rolls from property owners within each special zone. The funds for each special zone can only be used for the purpose of maintaining or improving the zone from which they are collected. In addition, any funds that are not used in any given year must be carried over to the next year.
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VI. ASSESSMENT RATES
FY 2024/25 Maximum Assessment Rates - Zones 1, 2, 4, 18, and 19 Each zone has a maximum allowed assessment rate. Each year the City may increase or decrease the actual assessment for each zone up to the maximum allowed rate for that zone. The City may choose to assess at less than the maximum rate. Four of the zones in Landscaping & Lighting District No. 1984-1 (Zones 1, 2, 18, and 19) have maximum assessment rates that property owners have approved to increase up to 2% each year for changes in the CPI. The February Consumer Price Index for the San Francisco Bay Area, All Urban Consumers, is used. The current maximum rate for Zones 4 was set through a mailed ballot election in May 2023, when property owners approved a new maximum rate, which shall be increased annually by the February Consumer Price Index for the San Francisco Bay Area, All Urban Consumers (CPI).
The February 2024 CPI shows an increase of 2.4% compared to the 5.3% increase over the February 2023 CPI. Therefore, the maximum assessment rates for Zones 1, 2, and 19 have been increased by 2%, which was approved by property owners through the ballot process in 2006. The maximum assessment rate for Zone 4 was increased by 2.4%. There are no maximum assessment rate increases or decreases recommended for Zone 18 in FY 2024/25.
FY 2024/25 Assessments Increases/Decreases
Zones 1 and 2 – Citywide Lighting and Citywide Landscaping - Based on the February 2024 CPI increase noted above, the FY 2024/25 assessment caps for Zones 1 and 2 have been increased by the 2% maximum approved by property owners or $2.18 per unit per year. Due to projected expenses for Zone 1, the assessment levy will be increased by $5.04, ra ising the assessment to be levied to $35.27 for FY 2024/25.
Zone 2 will be increased by $1.50, raising the assessment to be levied to $76.21 for FY 2024/25. The total combined assessment to be levied is $111.48 annually.
Zone 3 – Canyon Lakes - The assessment for Canyon Lakes has been increased from $70 to $80 annually, an increase of $10 per unit (maximum assessment rate for Canyon Lakes is $110). This increase will ensure the assessment keeps pace with the cost of maintaining the zone improvements and cover the cost of bringing forward landscape renovation projects.
Zone 4 – Vista San Ramon - The assessment rate for Vista San Ramon will increase from $385 to $394 annually, based on the February 2024 CPI noted above. This increase is based on a detailed deferred maintenance study will ensure the assessment keeps pace with the cost of maintaining the zone improvements and cover the cost of bringing forward landscape renovation projects on a long term basis.
Zone 9 – Country View - The assessment for Country View has been decreased from $50 to $0 annually, a decrease of $50 per unit (maximum assessment rate for Country View is $100).
This decrease is due to the Crow Canyon Road widening project's impact on the zone.
Zone 11 – Village Parkway - The assessment for Village Parkway has been increased from $100 to
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$110 annually, an increase of $10 per unit (maximum assessment rate for Village Parkway is $110). This increase will ensure the assessment keeps pace with the cost of maintaining the zone improvements and cover the cost of bringing forward landscape renovation projects.
Zone 12 – El Nido - The assessment for El Nido has been increased from $95 to $110 annually, an increase of $15 per unit (maximum assessment rate for El Nido View is $125). This increase will ensure the assessment keeps pace with the cost of maintaining the zone improvements and cover the cost of bringing forward landscape renovation projects.
Zone 13 – Crown Ridge - The assessment for Crown Ridge has been increased from $750 to $780 annually, an increase of $30 per unit (maximum assessment rate for Crown Ridge is $1,000). This increase will ensure the assessment keeps pace with the cost of maintaining the zone improvements and cover the cost of bringing forward landscape and irrigation renovation projects.
Zone 15 – Circle E - The assessment for Circle E has been increased from $200 to $225 annually, an increase of $25 per unit (maximum assessment rate for Circle E is $300). This increase will ensure the assessment keeps pace with the cost of maintaining the zone improvements.
Zone 16 – Thomas Ranch - The assessment for Thomas Ranch has been increased from $65 to $75 annually, an increase of $10 per unit (maximum assessment rate for Thomas Ranch is $100). This increase will ensure the assessment keeps pace with the cost of maintaining the zone improvements.
Zone 19 – Glass House - Based on the February 2024 CPI increase noted above, the FY 2024/25 assessment caps for Zones 1 9 h a v e increased by the 2% maximum approved by property owners from $15,492.17 to $15,802.01 annually, an increase of $309.84 per unit per year (maximum assessment rate for Glass House is $15,802.01. This increase will ensure the assessment keeps pace with the cost of maintaining the zone improvements and landscape renovations. This assessment is split through the method of apportionment described below.
There are no assessment increases or decreases for Special Zones 5, 6, 7, 8, 10, 14, 17, and 18 for FY 2024/25.
It should be noted that the assessment for West Branch is currently $380 per assessment unit. This is insufficient to maintain the current level of service and replace improvements as they come to the end of their service life. Staff is completing the analysis to support discussions with residents regarding landscaping options and potential ballot proceedings to increase the assessment. Any increase in the assessment level will be as a result of a separate procedure following approval of this Engineer's Report and no increase is assessments is anticipated this fiscal year.
VII. ASSESSMENTMETHODOLOGY
Assessments are allocated in accordance with the Benefit Methodology included in Appendix B
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and the following Assessment Methodology. Within the zones, the assessment is determined by the use of the land, the size of the parcel, and the intensity of use of the parcel. Land use is classified as either (1) residential, (2) industrial, or (3) commercial and institutional. Within these use classifications, an estimate of benefit is derived by considering the amount of lighting provided, the number of pedestrians generated by the land use, and the enhancement of the security and beauty of the property. The benefits of a single-family home provide the base for "unit" (proportion) calculations. In other words, a single-family home's unit factor is one (1.0).
The unit factor for other land uses is proportional to the benefit each parcel receives relative to a single-family home. Uses that involve more people have higher unit factors and uses that have less frontage have lower unit factors. For example, a condominium's unit factor is 0.75 (because there is less street frontage), while commercial property unit factors range from 4 to 36 (because more people use the property and benefit from the improvements). See Appendix E for the full table of street Landscaping & Lighting unit factors.
Once costs are determined and each parcel's factors are determined, each zone's costs are divided by the total of that zone's factors to determine the cost per factor. Each parcel's factor is then multiplied by the appropriate zone's factor cost(s) to determine that parcel's FY 2024/25 assessment.
Special Zone 5 (Summerwood Loop) Assessment Methodology Improvements
See Appendix C for a description of the improvements in Zone 5 Estimated Costs
The estimated costs for maintaining the improvements within Zone 5 and for current and upcoming capital improvements are summarized in the Special Zone 5 Costs Benefit Distribution and Assessment Table given below. The reserves and long-term financing of the zone are summarized in the Reserve Fund Study, Table 2, attached.
Special and General Benefit
Special benefit has been determined by breaking the landscaped areas into subareas, estimating the special benefit derived to residents in Zone 5 for each subarea and determining the total general and special benefit as a weighted total of each subarea. Benefits include aesthetic benefits, security and safety benefits, landscaped buffers to traffic, shade from nearby trees, and benefits to pedestrians and motorists from landscaping and trash removal adjacent to the walking path and travelways.
These benefits are shared to varying degrees by residents outside of Zone 5 depending on the location of the landscaping improvement relative to residential units outside of the zone, arterial roadways (Alcosta Boulevard), and the Iron Horse Trail. That portion of the benefit attributable to special benefit is considered a general benefit or the maintenance responsibility of the Citywide Zone 2.
Arterial
For locations adjacent to Alcosta Boulevard, the majority of the benefit is assumed to be obtained by those residents closest to the improvement and, therefore pass it more frequently and derive benefits from its appearance and buffering effect from the arterial traffic. However, the substantial
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benefit is attributable to passing users of the arterial road. For this reason, the benefit is split into 70% special benefit and 30% benefit attributable to general benefit or the Citywide Zone 2.
Interior
For all other areas, the general benefit can be determined based on:
1) The proximity (location) of the landscaped improvements to homes within Zone 5 relative to its proximity areas outside Zone 5.
2) The amount of pedestrian traffic from outside of Zone 5 compared to that within Zone 5 that will pass by or use the landscaped areas.
3) The amount of vehicle traffic from outside Zone 5 compared to that within Zone 5 that will pass by the landscaped areas.
For each subarea, it is assumed that the value of the location relative to its proximity to dwelling units within Zone 5 is worth 50 benefit points. The value to pedestrians is worth up to 25 benefit points, and the value to motorists is worth up to 25 benefit points. The cumulative general benefit is calculated based on the general benefit for each subarea and the relative size of the landscaping within each subarea relative to the total.
The apportionment of benefit from location is based on the relative proximity of the landscaped improvement to assessed dwelling units relative to property that is outside of Zone 5, such that if a landscaped area is, on average, 10 feet from a home and 90 feet from the edge of the Zone then 10% of the benefit would be attributable to general benefit.
The apportionment of benefit due to pedestrian traffic depends on the area. For areas adjacent to Fallview Street, the pedestrian traffic is assumed to be approximately proportionate to the number of units within Zone 5 versus those in the adjacent apartment complex. That ratio is 416:421 (apartments: Zone 5 assessment units) or approximately 50 percent. Areas adjacent to Summerwood Loop are on the opposite side of the road from the apartments. It is, therefore, assumed that residents within Zone 5 will use the path more often as a route of travel than those outside of Zone 5. Some residents will also use the path from outside the zone, including residents using it as a safe route to school. For areas adjacent to the Iron Horse Trail, it is also anticipated that the majority of the pedestrians using the path will be from within Zone 5, but with significant users from the apartment area and other users from outside the Zone, including students going to school. The general benefit points can, therefore, be determined using a ratio of 33 percent for both areas.
The apportionment of benefit points to motorists was established by assuming the great majority of traffic on minor streets is associated with Zone 5 dwelling units as opposed to passing traffic or traffic associated with the apartments. However, some traffic is due to drop-offs for school purposes and other reasons. Therefore, 10 percent of the benefit is assumed to be a general benefit along Fallview Street and near the Iron Horse Trail. For areas adjacent to Summerwood Loop, the general benefit is taken as 50 percent to account for traffic from the apartments as well as other non-local traffic and drop offs for school.
The overall distribution of benefit points for the subareas in Zone 5 is summarized below. The total general and special benefit was calculated by totaling the benefit in each area and weighting by the
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size of the landscaped subareas. The subareas belonging to the HOA are not included in the maintenance. Any landscaped areas along Springfield Drive will not be maintained with Zone 5 funds and for the purposes of calculating general benefit, are assumed to be 100 percent general benefit. The capital costs listed below are from Zone 5 and do not include capital costs to be paid for from non-zone funds.
The overall distribution of special and general benefit/Zone 2 responsibility is 67.65% special benefit and 32.35% general benefit. The distribution of special benefit and general benefit/Zone 2 responsibility is indicated on Special Zone 5 Costs, Benefit Distribution and Assessment table above.
Total Points Summerwood
Loop Fallview Street Near Iron Horse Trail
50 11 (22%) 0 22 (44%)
25 8.25 (33%) 12.5 (50%) 8.25 (33%)
25 12.5 (50%) 2.5 (10%) 2.5 (10%)
$ 72,311
$ (8,438)
$ 22,500
$ 86,373
129901.361 ft^2
$ 0.665
SubArea Landscape Area
(ft^2)
General Benefit or
Citywide (%)
Special Benefit
(%)
General Benefit
Cost Special Benefit Cost
1 10,391 0.3 0.7000 $ 2,073 $ 4,836
2 49,867 0.3175 0.6825 $ 10,527 $ 22,630
3 HOA N/A NA N/A N/A
4 5,225 1 0.0000 $ 3,474 $ -
5 18,286 0.15 0.8500 $ 1,824 $ 10,335
6 46,133 0.3275 0.6725 $ 10,046 $ 20,629
Total 129,902 32.35% 67.65% $ 27,944 $ 58,429
Consultants $ -
Tax Roll Fee $ -
$ 8,438.00
$ -
Total $ 8,438.00
$ 86,373
$ (27,944)
$ 8,438
$ 66,867
$ 16,311
$ 50,556
421
$ 120.09
Motorist
Special Zone 5
General Benefit Points Per Category For Each SubArea
Benefit Category
Location
Pedestrian
Total Cost (Operating + Capital, No Admin)
FY 2024/25 Operating and Capital Costs
Operating Cost
minus Indirect Costs
Capital Costs
Total Direct Cost
Total Landscape Area
Cost Per Square Foot
Administration Cost
Overhead and Administration
Administration Staffing
Assessment Analysis
Assessment to be Levied per Unit
Less General Benefit or Citywide
Plus Admin
Total Assessable Cost
Less Reserve Applied to current year
Net to be Assessed
Number of Benefit Units
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Method of Assessment
The assessment spread shall be the same as that used for the entirety of the District, as indicated in the Engineer's Report.
Assessment to be Levied
The assessment to be levied for Zone 5 Special Zone per assessment unit is based on:
1) The maintenance and capital costs as distributed between special and general benefit/Zone 2 responsibility.
2) The administrative costs for the zone.
3) The number of assessment units in the zone.
4) Maintenance of reserves necessary for cash flow and capital improvement projects.
There are 421 assessment units within the zone.
The maximum allowable assessment is $160 per assessment unit.
The assessment to be levied for FY 2024/25 is $120.00 per assessment unit.
Special Zone 19 (Glass House) Assessment Methodology
The assessment methodology for Special Zone 19 is different from that of the other 18 zones.
Zone 19 is comprised of three (3) parcels totaling 30.734 acres located in the southwest portion of the City on San Ramon Valley Boulevard. The three (3) property owners consist of City of San Ramon (City), First Baptist Church of Dublin-San Ramon (Church), and American Baptist Homes of the West (Valley Vista). Like other Special Zones within the City's Landscaping & Lighting District, this Zone is financially responsible for the maintenance and operation of improvements in the immediate vicinity. These public improvements generally include a parking lot, driveway, handicap ramp, and associated landscaping and lighting that were constructed by Valley Vista as a part of their Conditions of Approval, and service the three (3) parcels.
The total operation, maintenance and servicing costs for the driveway maintenance, parking area maintenance, handicap ramp maintenance, landscaping maintenance and lighting operation are apportioned in accordance with a methodology that is consistent with standard assessment engineering practices.
In order to determine an equitable allocation to each parcel, the improvements listed above have been broken down into discrete maintenance components and a benefit spread methodology has been created for each.
Driveway Maintenance
There is a 7,610 square-foot driveway that accesses San Ramon Valley Boulevard and services each of the three (3) properties. The driveway maintenance cost is estimated to be $3,130.66 annually (in 2009 dollars) and includes sidewalks, storm drains, lighting, street sweeping, and signage. The standard method used to allocate the driveway maintenance costs to the three (3) benefiting parcels was based on the vehicle traffic received by each property.
Projected traffic was estimated based on the total number of parking spaces allocated to each parcel. There are a total of 121 parking spaces allocated to the three (3) parcels (20 for the City, 39 for the Church, and 62 for Valley Vista). Therefore, the $3,130.66 will be allocated as $517.46
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(16.53%) to the City, $1,009.06 (32.23%) to the Church, and $1,604.14 (51.24%) to Valley Vista.
Parking Lot Maintenance
As a Condition of Approval for Valley Vista, they built a 17-stall parking area that services two (2) of the three (3) properties (City and Church parcels). The Valley Vista parcel does not use the parking lot. The parking lot has restricted usage of 14 hours each day between the hours of 6:00 a.m. and 10:00 p.m. This parking lot is used for overflow parking from the City parcel and the Church parcel. The Church parcel has a restricted easement that allows them to use the parking lot for 4 hours each Sunday. The parking lot maintenance is $3,903 annually (in 2009 dollars) and includes pavement maintenance, parking stall marking, sweeping, storm drains, and sidewalks. The standard method used to allocate the parking lot maintenance to the two (2) benefitting parcels was based on the total number of hours used by each property owner. It is estimated there are 112 total parking hours (16 hours/day x 7 days). It is assumed that the City will use the parking lot 108 hours per week and the Church will use the parking lot 4 hours per week. Valley Vista will not use the parking lot. Therefore, the $3,903 is allocated as $3,763.60 (96.43%) to the City, $139.39 (3.57%) to the Church, and $0 to Valley Vista.
Handicap Ramp
A bus stop was constructed along San Ramon Valley Boulevard adjacent to and accessible to the three (3) properties. A handicap ramp was not required to access the properties but was built by Valley Vista to enhance access to their property. The handicap ramp is approximately 1,400 square feet and maintenance is estimated to be $3,542.75 annually (in 2009 dollars).
The maintenance of the handicap ramp only includes surface improvements such as concrete, handrails, lighting, and storm drains (it does not include any subsurface improvements). Since the handicap ramp was built to enhance the Valley Vista property, 100% of the maintenance is the responsibility of Valley Vista.
Landscape Maintenance
Approximately 5,800 square feet of landscaping improvements were installed adjacent to the parking area. The landscaping improvement maintenance requirements include tree maintenance and replacement, shrub ground cover m a i n t e n a n c e and replacement, irrigation, utilities (such as water and electricity), and the replacement of irrigation controllers. The annual maintenance cost is approximately $2,711 (in 2009 dollars). It has been agreed upon by the three (3) property owners that the total cost of maintaining the landscaping will be 100% allocated to the City parcel.
In summary, the total costs of the maintenance represented above are $13,811 annually (in 2009 dollars). Based upon the above calculations, the City is responsible for approximately 52.7%, the Church is responsible for approximately 8.6% and Valley Vista is responsible for approximately 38.7%.
It should be noted that, prior to the formation of Zone 19, the three parcel owners were responsible for paying the Zone 1 and Zone 2 assessments. Each parcel owner will continue to pay those assessments in addition to the Zone 19 assessment.
Assessment Range
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The per-unit ranges for all zones are determined by estimating the costs for the current year at the time the range is established and dividing the costs by the number of unit factors estimated for that year. This per-unit cost becomes the bottom of the range. The top of the range is determined by estimating the costs at the end of a five-year period and dividing that number by the number of expected unit factors at that time.
VIII. REVENUES AND EXPENDITURES
Charts in Appendix F provide a summary of the proposed zone budgets for FY 2024/25, FY 2023/24 projected year- end revenues and expenditures, FY 2023/24 adopted budget, and the actual FY 2022/23 Landscaping & Lighting District revenues and expenditures. The total FY 2024/25 proposed budget for the Landscaping & Lighting District is $3,986,497.76. The distribution of costs between assessable properties is determined by the Assessment Methodology described in Section VII of this Report.
IX. ASSESSMENTROLL
The following is a summary of information included in the Assessment Roll that, because of its bulk, is filed separately with the City Clerk. According to the Landscaping and Lighting Act, the information must include a listing of all parcels of land within the assessment district. Each parcel must be listed by its distinctive designation, a description of the parcel, and the proposed assessment of the parcel in proportion to the estimated benefit it receives from the improvement.
This is done in the following format:
Property Description Property Description FY 2024/25
(Assessor's Parcel #) (Assessor's Description) Assessment Total Assessment: $3,986,497.76
The lines and dimensions of each parcel are as shown on the maps of the County Assessor of the County of Contra Costa, which by reference is hereby made a part of this Report.
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APPENDIX A
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APPENDIX C
PLANS AND SPECIFICATIONS FOR IMPROVEMENTS
Details of the streetlights and landscaping improvements within the District and locations of these improvements are outlined in the final maps, subdivision improvement plans, capital improvement plans, and as follows:
Zone 1 – Citywide Lighting
A list of street light locations for Zone 1 is on file with the Public Works Department, Public Services Division. They are located throughout the City with the exception of Dougherty Valley.
Zone 2 – Citywide Landscaping
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes tree, shrubs, groundcover, turf, irrigation, and decorative lighting. These areas exclude Bishop Ranch and Dougherty Valley.
Zone 3 – Canyon Lakes
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, and one decorative wall with decorative lighting.
Zone 4 – Vista San Ramon
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, and decorative lighting.
Zone 5 – Summerwood Loop
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, and irrigation.
Zone 6 – West Branch
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, two decorative fountains, three gazebos, decorative lighting, pathways, jogging trails (including bridge), exterior soundwall maintenance, and open space.
Zone 7 – Bent Creek
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvementsincludestrees,shrubs, groundcover, irrigation, pathways, and a creek.
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Zone 8 - Deerwood
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, a retaining wall, an entrance sign, and decorative lighting.
Zone 9 – Country View
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, and decorative lighting.
Zone 10 – Old Ranch Estates
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, entrance sign, irrigation, decorative lighting, and open space.
Zone 11 – Village Parkway
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, and decorative lighting.
Zone 12 – El Nido
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, detention basin, fencing, maintenance road, and creeks.
Zone 13 – Crown Ridge
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, a detention basin, and a maintenance road.
Zone 14 – Four Oaks
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, a detention basin, fencing, and a maintenance road.
Zone 15 – Circle E
Referto the Assessment Diagram forthe general location and extent ofimprovements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, and a detention basin.
Zone 16 – Thomas Ranch
Referto the Assessment Diagram forthe general location and extent ofimprovements. The general nature of the improvements includes trees, shrubs, groundcover and irrigation.
Zone 17 – Henry Ranch
Refer to the Assessment Diagram for the general location and extent of improvements. The general
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nature of the improvements includes trees, shrubs, groundcover, irrigation, and a Vortech water control facility.
Zone 18 – Old Ranch Summit
Referto the Assessment Diagram forthe general location and extent ofimprovements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, and detention basins.
Zone 19 – Glass House
Refer to the Assessment Diagram for the general location and extent of improvements. The general nature of the improvements includes trees, shrubs, groundcover, irrigation, a driveway, parking area, and handicap ramp.
Additional details are provided on the attached capital improvement program project description sheets.
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CIP 2024-25 Page 1 CIP#: 300001
Citywide Lighting Zone Improvements - Zone 1
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer's Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 1.
Project Location
Landscaping and Lighting District 1984-1 Zone 1
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Citywide Lighting Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. To date, completed traffic signal pole painting at the following intersections: Old Ranch Road/Dougherty Road, Old Ranch Road/Bent Creek Drive, Old Ranch Road/Monte Vista Drive, Bollinger Canyon Road/City Hall, Camino Ramon/Fostoria Way, Crow Canyon Road/Old Crow Canyon Road, Crow Canyon Road/Old Mill Road, and Crow Canyon Road/Dougherty Road. This work is scheduled annually in order to perform work to each signalized intersection on a predetermined cycle. There are no improvements scheduled for FY 2024/25.
Estimated Total Cost $1,360,000 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 186,000 0 0 0 0 0 1,174,000 1,360,000
Totals 186,000 0 0 0 0 0 1,174,000 1,360,000
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 186,000 0 0 0 0 0 1,174,000 1,360,000
Totals 186,000 0 0 0 0 0 1,174,000 1,360,000
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300001 Category: Landscaping Project Mgr: Fitzpatrick/Bender
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CIP 2024-25 Page 2 CIP#: 300002
Citywide Landscaping Zone Improvements - Zone 2
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 2.
Project Location
Landscaping and Lighting District 1984-1 Zone 2
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer’s Report adopted by City Council approved the creation of project funded by the Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. To date, removed/replaced declining trees; replaced irrigation valves in Homestead Village; completed landscape renovations on Crow Canyon Road at Bollinger Canyon Road, Stagecoach Road, Alcosta Boulevard at Olympia Fields Drive to Pine Valley Road, and San Ramon Valley Boulevard at Castleton Court to Talavera Drive. FY 2024/25, continue the removal/replacement of declining trees, and landscape and irrigation renovations in various locations within the zone. See L&L Engineer's Report for FY 2024/25 for additional details and scope of work scheduled.
Estimated Total Cost $985,000 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 402,000 72,000 72,000 97,000 72,000 42,000 228,000 985,000 Totals 402,000 72,000 72,000 97,000 72,000 42,000 228,000 985,000 Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 402,000 72,000 72,000 97,000 72,000 42,000 228,000 985,000 Totals 402,000 72,000 72,000 97,000 72,000 42,000 228,000 985,000 Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300002 Category: Landscaping Project Mgr: Savell/Watson
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Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
CIP 2024-25 Page 3 CIP#: 300003
Canyon Lakes Zone Improvements - Zone 3
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 3.
Project Location
Landscaping and Lighting District 1984-1 Zone 3
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer’s Report adopted by City Council approved the creation of project funded by the Canyon Lakes Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. To date, removed/replaced declining trees; replaced irrigation valves on Alcosta Boulevard; and landscape slope renovation and planting at Crow Canyon Road and Shoreline Drive. FY 2024/25, continue the removal/replacement of declining trees, remote control valves and various landscape and irrigation renovations. See L&L Engineer's Report for FY 2024/25 for additional details and scope of work scheduled.
Estimated Total Cost $390,000 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 270,000 45,000 30,000 15,000 15,000 15,000 0 390,000 Totals 270,000 45,000 30,000 15,000 15,000 15,000 0 390,000 Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 270,000 45,000 30,000 15,000 15,000 15,000 0 390,000 Totals 270,000 45,000 30,000 15,000 15,000 15,000 0 390,000 Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300003 Category: Landscaping Project Mgr: Savell/Watson
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CIP 2024-25 Page 4 CIP#: 300004
Vista San Ramon Zone Improvements - Zone 4
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 4.
Project Location
Landscaping and Lighting District 1984-1 Zone 4
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Vista San Ramon Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. FY 2020/21 work included removal/replacement of declining trees. FY 2022/23, completed installation of mulch and landscaping. FY 2024/25, continue the removal/replacement of irrigation controllers and various landscape renovations within the zone.
See L&L Engineer's Report for FY 2024/25 for additional details and scope of work scheduled.
Estimated Total Cost $77,364 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 24,064 21,500 6,800 6,800 13,600 0 4,600 77,364 Totals 24,064 21,500 6,800 6,800 13,600 0 4,600 77,364
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 24,064 21,500 6,800 6,800 13,600 0 4,600 77,364 Totals 24,064 21,500 6,800 6,800 13,600 0 4,600 77,364
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300004 Category: Landscaping Project Mgr: Savell/Watson
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CIP 2024-25 Page 6 CIP#: 300006
West Branch Zone Improvements - Zone 6
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 6.
Project Location
Landscaping and Lighting District 1984-1 Zone 6
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the West Branch Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. FY 2021/22, completed Fountain repairs at Reflection Fountain. FY 2024/25 work includes step fountain backwash valve and multi-port handle replacement. See L&L Engineer's Report for FY 2024/25 for additional details and scope of work scheduled.
Estimated Total Cost $1,413,920 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 174,920 3,000 431,900 83,500 17,000 25,000 678,600 1,413,920 Totals 174,920 3,000 431,900 83,500 17,000 25,000 678,600 1,413,920 Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 174,920 3,000 431,900 83,500 17,000 25,000 678,600 1,413,920 Totals 174,920 3,000 431,900 83,500 17,000 25,000 678,600 1,413,920 Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300006 Category: Landscaping Project Mgr: Savell/Watson
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CIP 2024-25 Page 7 CIP#: 300007
Bent Creek Zone Improvements - Zone 7
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 7.
Project Location
Landscaping and Lighting District 1984-1 Zone 7
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Bent Creek Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. To date, completed replacement of remote control valves, irrigation valves on Alcosta Boulevard, landscape renovation at Dougherty Road entry corners, and painting of gazebos. FY 2024/25, continue landscape renovation, remote control valve replacement, and painting and sealing of bridge overpass in zone. See L&L Engineer's Report for FY 2024/25 for additional details and scope of work scheduled.
Estimated Total Cost $298,852 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 176,352 0 0 0 5,000 2,000 115,500 298,852
Totals 176,352 0 0 0 5,000 2,000 115,500 298,852
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 176,352 0 0 0 5,000 2,000 115,500 298,852 Totals 176,352 0 0 0 5,000 2,000 115,500 298,852
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300007 Category: Landscaping Project Mgr: Savell/Watson
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CIP 2024-25 Page 8 CIP#: 300008
Deerwood Zone Improvements - Zone 8
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 8.
Project Location
Landscaping and Lighting District 1984-1 Zone 8
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Deerwood Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. There are no improvements scheduled for FY 2024/25.
Estimated Total Cost $91,441 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 81,441 0 0 5,000 0 5,000 0 91,441
Totals 81,441 0 0 5,000 0 5,000 0 91,441
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 81,441 0 0 5,000 0 5,000 0 91,441
Totals 81,441 0 0 5,000 0 5,000 0 91,441
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300008 Category: Landscaping Project Mgr: Savell/Watson
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CIP 2024-25 Page 9 CIP#: 300009
Country View Zone Improvements - Zone 9
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 9.
Project Location
Landscaping and Lighting District 1984-1 Zone 9
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Country View Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. FY 2022/23 completed landscape renovation including irrigation controllers and remote control valve replacement in various locations in zone. FY 2024/25 work includes landscape and irrigation renovations following completion of the Crow Canyon Widening Projects (CIPs 905328 and 905327). See L&L Engineer's Report for FY 2024/25 for additional details and scope of work scheduled.
Estimated Total Cost $61,000 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 11,000 10,000 0 0 0 0 40,000 61,000
Totals 11,000 10,000 0 0 0 0 40,000 61,000
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 11,000 10,000 0 0 0 0 40,000 61,000
Totals 11,000 10,000 0 0 0 0 40,000 61,000
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300009 Category: Landscaping Project Mgr: Savell/Watson
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CIP 2024-25 Page 10 CIP#: 300010
Old Ranch Estates Zone Improvements - Zone 10
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 10.
Project Location
Landscaping and Lighting District 1984-1 Zone 10
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Old Ranch Estates Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. To date, completed installation of new lighting system for tree and sign uplights, landscape renovation, and irrigation repairs. will include continued landscape renovation and irrigation repairs in various locations. There are no improvements scheduled for FY 2024/25.
Estimated Total Cost $188,500 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 180,000 0 0 0 8,500 0 0 188,500
Totals 180,000 0 0 0 8,500 0 0 188,500
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 180,000 0 0 0 8,500 0 0 188,500
Totals 180,000 0 0 0 8,500 0 0 188,500
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300010 Category: Landscaping Project Mgr: Savell/Watson
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Packet Pg. 136 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) C-11
CIP 2024-25 Page 11 CIP#: 300011
Village Parkway Zone Improvements - Zone 11
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 11.
Project Location
Landscaping and Lighting District 1984-1 Zone 11
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Village Parkway Fund and Citywide Landscaping Fund.
New Project
Comments
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. To date, completed landscape renovation and remote control valve replacement on Shavano Way. There are no improvements scheduled for FY 2024/25.
Estimated Total Cost $79,580 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 70,880 0 1,000 0 1,000 0 6,700 79,580
Totals 70,880 0 1,000 0 1,000 0 6,700 79,580
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 70,880 0 1,000 0 1,000 0 6,700 79,580
Totals 70,880 0 1,000 0 1,000 0 6,700 79,580
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300011 Category: Landscaping Project Mgr: Savell/Watson
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Packet Pg. 137 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) C-12
CIP 2024-25 Page 12 CIP#: 300012
El Nido Zone Improvements - Zone 12
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 12.
Project Location
Landscaping and Lighting District 1984-1 Zone 12
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the El Nido Fund and Citywide Landscaping Fund. City council authorized Mid-Year appropriation of $5,000 on March 9, 2021.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. To date, completed tree repair and replacement, and remote control valves replacements. There are no improvements scheduled for FY 2024/25.
Estimated Total Cost $27,877 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 17,377 0 0 0 0 0 10,500 27,877
Totals 17,377 0 0 0 0 0 10,500 27,877
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 17,377 0 0 0 0 0 10,500 27,877
Totals 17,377 0 0 0 0 0 10,500 27,877
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300012 Category: Landscaping Project Mgr: Savell/Watson
8.1.a
Packet Pg. 138 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) C-13
CIP 2024-25 Page 13 CIP#: 300013
Crown Ridge Zone Improvements - Zone 13
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 13.
Project Location
Landscaping and Lighting District 1984-1 Zone 13
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Crown Ridge Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. To date, completed irrigation cabinets upgrade and controllers and landscape renovation along Westside Drive; and remote control valve replacements and landscape renovations on Westside Drive. FY 2024/25 continue irrigation and landscape renovations throughout the zone. See L&L Engineer's Report for FY 2024/25 for additional details and scope of work scheduled.
Estimated Total Cost $84,546 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 35,546 3,000 0 0 0 0 46,000 84,546
Totals 35,546 3,000 0 0 0 0 46,000 84,546
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 35,546 3,000 0 0 0 0 46,000 84,546
Totals 35,546 3,000 0 0 0 0 46,000 84,546
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300013 Category: Landscaping Project Mgr: Savell/Watson
8.1.a
Packet Pg. 139 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) C-14
CIP 2024-25 Page 14 CIP#: 300014
Four Oaks Zone Improvements - Zone 14
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 14.
Project Location
Landscaping and Lighting District 1984-1 Zone 14
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Four Oaks Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. FY 2019/20 completed removal and replacement of declining trees and landscaping. There are no improvements scheduled for FY 2024/25.
Estimated Total Cost $5,245 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 5,245 0 0 0 0 0 0 5,245
Totals 5,245 0 0 0 0 0 0 5,245
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 5,245 0 0 0 0 0 0 5,245
Totals 5,245 0 0 0 0 0 0 5,245
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300014 Category: Landscaping Project Mgr: Savell/Watson
8.1.a
Packet Pg. 140 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) C-15
CIP 2024-25 Page 15 CIP#: 300015
Circle E Zone Improvements - Zone 15
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 15.
Project Location
Landscaping and Lighting District 1984-1 Zone 15
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Circle E Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. To date, completed landscape renovation along slope area, repairs to access roads and trails; replacement of remote control valves. FY 2024/25, continue to repair gravel access road and trail repair within the zone. See L&L Engineer's Report for FY 2024/25 for additional details and scope of work scheduled.
Estimated Total Cost $125,000 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 68,000 0 3,000 0 0 0 54,000 125,000
Totals 68,000 0 3,000 0 0 0 54,000 125,000
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 68,000 0 3,000 0 0 0 54,000 125,000
Totals 68,000 0 3,000 0 0 0 54,000 125,000
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300015 Category: Landscaping Project Mgr: Savell/Watson
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Packet Pg. 141 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) C-16
CIP 2024-25 Page 16 CIP#: 300016
Thomas Ranch Zone Improvements - Zone 16
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 16.
Project Location
Landscaping and Lighting District 1984-1 Zone 16
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Thomas Ranch Fund and Citywide Landscaping Fund.
New Project
Comments
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. There are no improvements scheduled for FY 2024/25.
Estimated Total Cost $15,000 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 0 0 0 0 0 0 15,000 15,000
Totals 0 0 0 0 0 0 15,000 15,000
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 0 0 0 0 0 0 15,000 15,000
Totals 0 0 0 0 0 0 15,000 15,000
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300016 Category: Landscaping Project Mgr: Savell/Watson
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Packet Pg. 142 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) C-17
CIP 2024-25 Page 17 CIP#: 300017
Henry Ranch Zone Improvements - Zone 17
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 17.
Project Location
Landscaping and Lighting District 1984-1 Zone 17
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Henry Ranch Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. There are no improvements scheduled for FY 2024/25.
Estimated Total Cost $15,657 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 4,157 0 0 0 0 0 11,500 15,657
Totals 4,157 0 0 0 0 0 11,500 15,657
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 4,157 0 0 0 0 0 11,500 15,657
Totals 4,157 0 0 0 0 0 11,500 15,657
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300017 Category: Landscaping Project Mgr: Savell/Watson
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Packet Pg. 143 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) C-18
CIP 2024-25 Page 18 CIP#: 300018
Old Ranch Summit Zone Improvements - Zone 18
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 18.
Project Location
Landscaping and Lighting District 1984-1 Zone 18
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Old Ranch Summit Fund and Citywide Landscaping Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. To date, completed replacement of remote controller valves and landscape renovation; and repairs and clean-up to detention basins in zone. There are no improvements scheduled in FY 2024/25.
Estimated Total Cost $240,000 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 210,000 0 0 0 5,000 0 25,000 240,000
Totals 210,000 0 0 0 5,000 0 25,000 240,000
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 210,000 0 0 0 5,000 0 25,000 240,000
Totals 210,000 0 0 0 5,000 0 25,000 240,000
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300018 Category: Landscaping Project Mgr: Savell/Watson
8.1.a
Packet Pg. 144 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) C-19
CIP 2024-25 Page 19 CIP#: 300019
Glass House Zone Improvements - Zone 19
Project Description
This project provides for the replacement and renovation of improvements as identified in the Engineer’s Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 19.
Project Location
Landscaping and Lighting District 1984-1 Zone 19
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by City Council approved the creation of project funded by the Glass House Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. FY 2019/20 completed plant material replacement in lower parking lot area. FY 2023/24, completed interior landscape renovations and irrigation controllers and remote control valves replacement in zone. There are no improvements scheduled in FY 2024/25.
Estimated Total Cost $49,401 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 32,401 0 0 0 0 0 17,000 49,401
Totals 32,401 0 0 0 0 0 17,000 49,401
Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 32,401 0 0 0 0 0 17,000 49,401
Totals 32,401 0 0 0 0 0 17,000 49,401
Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300019 Category: Landscaping Project Mgr: Savell/Watson
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Packet Pg. 145 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) C-20
CIP 2024-25 Page 20 CIP#: 300021
Citywide Lighting Zone Street Lights Improvements - Zone 1 Project Description
This project provides for the replacement and upgrade of street lights on an on-going basis, as identified in the Engineer's Report and within the boundaries of the Landscaping and Lighting District 1984-1, Zone 1.
Project Location
Landscaping and Lighting District 1984-1 Zone 1
City Council Priority and Goals
4. Build and maintain quality facilities and infrastructure Project Authorization
The Engineer's Report adopted by the City Council approved the creation of project funded by the Citywide Lighting Fund.
Comments
New Project
Starting in FY 2019/20, individual CIPs were created for each Zone/Special Zone in Landscape & Lighting District 1984-1 (L&L) for more efficient tracking. This project will replace the City street lights as required. Initial funding is expected to be low as most lights are within the operational life and/or are under warranty. Costs will increase with time. Initial replacements will be limited and as needed. Future replacements will be systematic. FY 2024/25, continue relamping of street lights. See L&L Engineer's Report for FY 2024/25 for additional details and scope of work scheduled.
Estimated Total Cost $525,000 Est. Annual Oper/Maint. Cost $0 Project Cost Estimate
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total All Costs 225,000 0 50,000 50,000 75,000 75,000 50,000 525,000 Totals 225,000 0 50,000 50,000 75,000 75,000 50,000 525,000 Project Funding
Prior Year 2024-25 2025-26 2026-27 2027-28 2028-29 Beyond 5 Yr Total Landscape & Ltg. 225,000 0 50,000 50,000 75,000 75,000 50,000 525,000 Totals 225,000 0 50,000 50,000 75,000 75,000 50,000 525,000 Capital Improvement Program 2024/25 - 2028/29
PROJECT DESCRIPTION/STATUS REPORT
Project Number: 300021 Category: Landscaping Project Mgr: Fitzpatrick/Bender
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Packet Pg. 146 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) D-1
APPENDIX D
CITY OF SAN RAMON
LANDSCAPING & LIGHTING DISTRICT GUIDELINES
TRANSFER OF LANDSCAPING MAINTENANCE RESPONSIBILITIES FROM PRIVATE
PROPERTY OWNER(S)/DEVELOPERS TO THE CITY OF SAN RAMON FOR AREAS
ADJACENT TO THE PUBLIC RIGHT-OF-WAY
From time to time private property owner(s), Homeowners' Associations, or developers request that the City assume maintenance of existing private property, it is important to establish procedural guidelines for the assumption of such responsibilities. These guidelines are:
New Development
1. If the owner(s)/developer of a new development wishes to have an area maintained by the City, discussions will be initiated with the City during the planning review process.
2. The owner(s)/developer shall provide area and landscaping information to the City so that the City can develop maintenance cost estimates and the corresponding assessment amount.
3. After the City determines the assessment amount, including an assessment range or inflation factor, the owner(s)/developer shall petition the City in writing to request formation of a Special Landscaping & Lighting District or Special Zone within the existing Landscaping & Lighting District. This petition shall be in conformance with the Right to Vote on Taxes Act (Proposition 218).
4. Following review and confirmation of the petition, the City shall conduct a public hearing and an election of the owner(s) in accordance with the Landscaping and Lighting Act and the Right to Vote on Taxes Act. The Public Hearing and election shall occur prior to the approval (vesting) of the development with Conditions of Approval. The assessment may only be levied if there is not a majority protest and a majority of the ballots weighted according to the proportional financial obligation of the affected property, are in favor of the proposal.
5. The owner(s)/developer can proceed to obtain City development approval designating the area(s) to be conveyed to and maintained by the City on appropriate development maps and plans.
6. Properties will be assessed upon Final Map approval by the City, recordation by the County Recorder's Office, and inclusion of the parcels on the Assessment Roll by the County Assessor's Office. It shall be the responsibility of the current property owner of each parcel to pay the assessment.
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Packet Pg. 147 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) D-2
7. The owner(s)/developer shall be responsible to disclose the assessment on properties that are sold. If a Homeowners' Association is created within the development, the assessment shall be explained in the CC&Rs.
8. The owner(s)/developer shall install irrigation and landscaping in conformance with the approved landscaping plans. The approved plans shall be in accordance with information provided during the development review process and the City of San Ramon's Beautification Guidelines.
9. Following the completion of a minimum one-year warranty maintenance period, the City shall accept maintenance of the area.
Existing Developments
1. Discussions with the City for the transfer of maintenance shall be initiated by the property owner(s) or Homeowners' Association. The owner(s) shall provide available area and landscaping information to the City so that the City can develop any capital and/or maintenance costs and the corresponding assessment amount.
2. Based upon these discussions, the City shall determine an assessment amount, which will include an assessment range or inflation factor. The assessment amount shall include the capital costs required to bring the property up to City Beautification Standards, as well as the ongoing maintenance costs. The City may assist in financing these capital improvements through annual installment assessments consistent with the provisions of the Landscaping and Lighting Act.
3. After the City determines the assessment amount, the owner(s) shall petition the City in writing to request formation of a Special Landscaping & Lighting District or Special Zone within the existing Landscaping & Lighting District. This petition shall be in accordance with the Right to Vote on Taxes Act.
4. Following review and confirmation of the petition, the City shall conduct a Public Hearing and an election of the owner(s) in accordance with the Landscaping and Lighting Act and the Right to Vote on Taxes Act. The assessment may only be levied if there is not a majority protest and a majority of the ballots weighted according to the proportional financial obligation of the affected property, are in favor of the proposal.
5. The owners of the property shall convey title of the property to be maintained (including any existing facilities such as water meters), to the City.
6. Properties will be assessed upon inclusion of the assessment on the County Assessment Roll.
7. Property owners shall be responsible for disclosing the assessment upon the sale of their private property. If there is a Homeowners' Association, the assessment shall be explained in the CC&Rs.
8. Properties will be assessed upon inclusion of the parcels on the Assessment Roll by the County Assessor's Office.
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Packet Pg. 148 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) D-3
BENEFIT METHODOLOGY
According to the Landscaping and Lighting Act, the assessment "may be apportioned by any formula or method, which fairly distributes the new amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements" (Streets and Highways Code, Section 22573). Under the Right to Vote on Taxes Act, only special benefits are assessable.
Citywide Assessment
The Citywide assessment was confirmed by a majority vote for Measure K during the November 1996 elections. Measure K provides for a continuation of the $53 per unit per year Citywide Assessment through June 1998. On July 1, 1998, the Citywide assessment increased to $59 per unit per year.
On July 11, 2006, the City Council approved Resolution No. 2006-106 adopting the new rate of $79 per unit for FY 2006/07, which includes an annual adjustment based on the Consumer Price Index (CPI) not to exceed 2%.
The Citywide Assessment provides for street lighting and three categories of landscaping:
Category 1 - Bishop Ranch Area
Landscaping maintenance within the Bishop Ranch area is governed by their Annexation Agreement to the City of San Ramon.
Category 2 - Arterial Medians
Medians along arterials are the responsibility of the City and will be maintained at a standard determined by the City. Arterials are: Crow Canyon Road, Bollinger Canyon Road (between Crow Canyon Road and Alcosta Boulevard), San Ramon Valley Boulevard, Alcosta Boulevard, Dougherty Road, Village Parkway, Fostoria Way, and Old Ranch Road.
Category 3 - Arterial Roadsides
Roadsides along arterials are the shared responsibility of the City and the adjacent private development – 30% of the cost for arterial roadsides is included within the Citywide Assessment while the remaining 70% is included within the special zone assessments described below. This shared responsibility is based upon the following factors:
a. Enhanced landscaping along arterial roadsides provides special benefit to both the City and the adjacent property owners.
b. Portions of the landscaped arterial roadside areas were previously maintained by the adjacent development, or private property owners, and were then deeded over to the City for maintenance.
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Packet Pg. 149 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) D-4
c. Arterial roadside landscaping was originally installed as part of the private development. d. In some cases, landscaped arterial roadside areas provide special benefit by serving as an entry statement into the private development area.
Confirmation of the Citywide Assessment was based on the methodology as prescribed in the FY 1996/97 Engineer's Report for the City of San Ramon Landscaping & Lighting District 1984-1.
As a result, the methodology did not include the assessment of any public agency properties for the Citywide Assessment. Starting in FY 2006/07 public agencies including fire stations, schools (both public and private), churches, and City owned facilities will be assessed using the commercial/institutional methodology. The methodology for nonresidential, commercial, and industrial properties remains consistent with the FY 1996/97 Engineer's Report.
Special Zone Assessments
Special zone assessments provide for landscaping and maintenance of landscaping in two categories:
Category 1 - Arterial Roadside
Roadsides along arterials are the shared responsibility of the City and the adjacent private development. The special zone assessments provide for 70% of the cost of arterial roadsides.
Category 2 - Other Areas
Public medians, parkways, public open space, and roadsides other than arterial medians and arterial roadsides provide a special benefit to and are the responsibility of the private development adjacent to such landscaping. Therefore, all costs associated with these areas are provided by the special zone assessment.
City services for the landscaping or the maintenance of these two categories will be assessed on a benefit basis against properties through the creation of a special zone. The special assessment zone will be defined by either the boundaries of the specific subdivision requesting the maintenance or by the District Engineer who will determine special benefit.
Currently, there are 17 special zones:
1. Special Zone 3 - Canyon Lakes 10. Special Zone 12 - El Nido
2. Special Zone 4 - Vista San Ramon 11. Special Zone 13 - Crown Ridge
3. Special Zone 5 - Summerwood Loop 12. Special Zone 14 - Four Oaks
4. Special Zone 6 - West Branch 13. Special Zone 15 - Circle E
5. Special Zone 7 - Bent Creek 14. Special Zone 16 - Thomas Ranch
6. Special Zone 8 - Deerwood 15. Special Zone 17 - Henry Ranch
7. Special Zone 9 - Country View 16. Special Zone 18 - Old Ranch Summit
8. Special Zone 10 - Old Ranch Estates 17. Special Zone 19 - Glass House
9. Special Zone 11 - Village Parkway
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Packet Pg. 150 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25)
APPENDIX E
STREET LANDSCAPING & LIGHTING UNIT FACTORS
By Land Use and Use Code
Use Intensity & Security &
Land Use Code1 Visibility Pedestrian Aesthetics Total
Single Family 11-19 .375 .25 .375 1.00
Condominium 29 .250 .25 .250 .75
Multiple Residential (including hotels, motels)
Units:
Two 21 .50 .50 .50 1.50
Three 22 .75 .75 .75 2.25
Four 23 1.00 1.00 1.00 3.00
Five 24 1.25 1.25 1.25 3.75
6 - 12 25 2.50 2.50 2.50 7.50
13 - 24 26 4.50 4.50 4.50 13.50
25 - 59 27 5.00 10.00 5.00 20.00
60 - 80 28 8.75 17.50 8.75 35.00
81 - 100 28 11.25 22.50 11.25 45.00
101 - 200 28 18.75 37.50 18.75 75.00
201 - 400 28 37.50 75.00 37.50 150.00
401 - 600 28 62.50 125.00 62.50 250.00
601 - 800 28 87.50 175.00 87.50 350.00
801 - 1000 28 112.00 225.00 112.50 450.00
etc. etc. etc. etc. etc. etc.
Industrial 50 - 59 Assessment based on frontage and total area of the parcel.
Commercial and 29 - 49 Please see below
Institutional 70 - 79 Please see below
Industrial (Codes 50 - 59 - Frontage Factor plus Area Factor) Frontage (Ft) Factors Parcel Area (SF) Parcel Area (AC) Factors 0 - 200 4 0 - 25,000 0.00 - 0.57 4
201 - 500 12 25,001 - 100,000 0.58 - 2.29 12
501 - 1000 24 100,001 - 250,000 2.30 - 5.79 24
1001 or more 36 250,001 or more 5.80 or more 36
Commercial and Institutional (Codes 29 - 49 and 70 - 79 - Frontage Factor plus Area Factor) Frontage (Ft) Factors Parcel Area (SF) Parcel Area (AC) Factors 0 - 200 4 0 - 5,000 0.00 - .11 4
201 - 500 8 5,001 - 10,000 0.12 - .22 8
501 - 1,000 12 10,001 - 25,000 .23 - .58 12
1,001 - 3,000 16 25,001 - 100,000 .59 - 2.29 16
3,001 - 5,000 24 100,001 - 500,000 2.30 - 11.49 24
5,001 or more 36 500,001 or more 11.50 or more 36
1The Use Code is the designation used by the County Assessor's Office to indicate how the land is being used.
E-1
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Packet Pg. 151 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-1
APPENDIX F
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 1 - CITYWIDE LIGHTING
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 1,154,368 $ 899,420 $ 894,440 $ 728,930
REVENUES
Assessment Revenue 801,564 801,564 801,564 935,202
Return Funding - CIP - - - -
Interest/Finance Adjustment 5,976 - - -
Damage Reimbursement 30,190 - - -
Total Revenues 837,729 801,564 801,564 935,202
EXPENDITURES
Personnel 191,154 203,631 203,631 221,899
Contracts 50,716 28,540 28,540 28,540
Utilities 462,373 435,000 435,000 589,000
Materials & Supplies 16,805 22,700 22,700 22,900
Other - - - -
Indirect Costs 72,201 87,396 87,396 113,917
Assessment Collection Fee 13,003 21,158 21,158 21,158
LED Project Financing Lease Pmt 68,407 70,648 70,648 29,831 Total Expenditures 874,658 869,073 869,073 1,027,245
Net Increase (Decrease) in Fund Balance (36,929) (67,509) (67,509) (92,043) Fund Balance w/o Project Costs 1,117,440 831,911 826,930 636,887 % of Operating Costs 128% 96% 95% 62%
IMPROVEMENT PROJECTS
CIP 300001 - Street Light Pole Painting - - - -
CIP 300001 - Signal Pole Painting 48,000 48,000 48,000 - CIP 300021 - Relamping 75,000 50,000 50,000 -
CIP 905530 - IHT Overcrossing 100,000 - - -
Total Improvement Projects 223,000 98,000 98,000 -
Net Increase (Decrease) in Fund Balance (259,929) (165,509) (165,509) (92,043)
FUND BALANCE
Fund Balance, June 30 $ 894,440 $ 733,911 $ 728,930 $ 636,887 % of Operating Costs 102% 84% 84% 62%
LEVY INFORMATION
Total Special Assessment 801,564 801,564 801,564 935,202 Total Parcels Levied 26,515.50 26,515.50 26,515.50 26,515.50 Assessment Rate 30.23 30.23 30.23 35.27
Maximum Assessment Rate 33.90 34.58 34.58 35.27
8.1.a
Packet Pg. 152 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-2
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 2 – CITYWIDE LANDSCAPING
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 538,180 $ 487,708 $ 691,873 $ 659,741
REVENUES
Assessment Revenue 1,822,457 1,858,878 1,858,878 1,896,200 Return Funding - CIP - - - -
Interest/Finance Adjustment 5,646 - - -
Damage Reimbursement 14,326 - - -
Electric Vehicle Charging Station - 800 800 800
Fostoria Revenue (Town of Danville) 11,409 11,409 11,409 Total Revenues 1,842,429 1,871,087 1,871,087 1,908,409
EXPENDITURES
Personnel - Public Services 320,170 392,360 392,360 406,689 Personnel - Engineering 10,995 22,152 22,152 33,362
Contracts 410,303 420,513 420,513 431,530
Utilities 307,217 421,950 421,950 424,850
Materials & Supplies 1,152 17,050 17,050 17,050
Other 605 650 650 650
Indirect Costs 128,447 158,675 158,675 169,193
Transfers Out to Special Zones - 30% Arterial Share 366,148 358,719 358,719 362,059 Total Expenditures 1,545,037 1,792,069 1,792,069 1,845,383 Net Increase (Decrease) in Fund Balance 297,393 79,018 79,018 63,026 Fund Balance w/o Project Costs 835,573 566,726 770,891 722,767 % of Operating Costs 54% 32% 43% 39%
IMPROVEMENT PROJECTS
CIP 300002 - Landscape Renovation 60,000 60,000 60,000 60,000 CIP 300002 - Irrigation Cabinets - - - -
CIP 300002 - Remote Control Valves - - - -
CIP 300002 - Irrigation Controllers - - - -
CIP 300002 - Irrigation Renovation - - - -
CIP 300002 - Tree Removal/Replacement 12,000 12,000 12,000 12,000 CIP 300002 - Soundwall Repairs - - -
Transfers Out to Special Zones - 30% Arterial Share 71,700 39,150 39,150 17,400 Total Improvement Projects 143,700 111,150 111,150 89,400 Net Increase (Decrease) in Fund Balance 153,693 (32,132) (32,132) (26,374)
FUND BALANCE
Fund Balance, June 30 $ 691,873 $ 455,576 $ 659,741 $ 633,367 % of Operating Costs 45% 25% 37% 34%
LEVY INFORMATION
Total Special Assessment 1,822,552 1,858,878 1,858,878 1,896,200 Total Parcels Levied 24,881.25 24,881.25 24,881.25 24,881.25 Assessment Rate 73.25 74.71 74.71 76.21
Maximum Assessment Rate 73.25 74.71 74.71 76.21
8.1.a
Packet Pg. 153 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-3
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 3 - CANYON LAKES
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 779,567 $ 503,556 $ 605,940 $ 519,773
REVENUES
Assessment Revenue - 210,823 210,823 240,940
Return Funding - CIP - - - -
Interest 5,762 - - -
Damage Reimbursement (2,698) - - -
HOA Contribution to Landscape Renovation - - - -
Other Revenue (Transfers from Citywide) 103,290 103,282 103,282 105,231 Total Revenues 106,354 314,105 314,105 346,171
EXPENDITURES
Personnel 79,534 111,554 111,554 112,535
Contracts 42,996 66,508 66,508 68,203
Utilities 85,240 118,800 118,800 120,400
Materials & Supplies 3,796 8,700 8,700 8,700
Indirect Costs 33,415 38,710 38,710 40,930
Total Expenditures 244,981 344,272 344,272 350,768
Net Increase (Decrease) in Fund Balance (138,627) (30,167) (30,167) (4,597) Fund Balance w/o Project Costs 640,940 473,389 575,773 515,176 % of Operating Costs 262% 138% 167% 147%
IMPROVEMENT PROJECTS
Arterial Only
CIP 300003 - Remote Control Valves 10,000.00 25,000 25,000 5,000 CIP 300003 - Tree Removal/Replacement 25,000.00 10,000 10,000 10,000 CIP 300003 - Landscape Renovation 15,000.00 45,000 45,000 30,000 Transfer from Citywide - 30% Share of Arterial (15,000.00) (24,000) (24,000) (13,500) Total Improvement Projects 35,000.00 56,000 56,000 31,500 Net Increase (Decrease) in Fund Balance (173,626.71) (86,167) (86,167) (36,097)
FUND BALANCE
Fund Balance, June 30 $ 605,940 $ 417,389 $ 519,773 $ 483,676 % of Operating Costs 247% 121% 151% 138%
LEVY INFORMATION
Total Special Assessment 210,823 210,823 210,823 240,940 Total Parcels Levied 3,011.75 3,011.75 3,011.75 3,011.75 Assessment Rate 70 70 70 80
Maximum Assessment Rate 110 110 110 110
8.1.a
Packet Pg. 154 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-4
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 4 – VISTA SAN RAMON
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 44,946 $ 23,309 $ 31,461 $ 60,312
REVENUES
Assessment Revenue 28,980 28,980 61,985 63,434
Return Funding - CIP - - - -
Interest 278 - - -
Damage Reimbursement - - - -
Other Revenue (Transfers from Citywide) 6,363 6,257 6,257 6,362 Total Revenues 35,621 35,237 68,242 69,796
EXPENDITURES
Personnel 8,829 8,046 8,046 8,440
Contracts 9,003 9,316 9,316 9,503
Utilities 13,104 16,100 16,100 16,800
Materials & Supplies - 1,500 1,500 1,500
Indirect Costs 4,171 4,429 4,429 4,788
Total Expenditures 35,106 39,391 39,391 41,031
Net Increase (Decrease) in Fund Balance 515 (4,154) 28,851 28,765 Fund Balance w/o Project Costs 45,461 19,155 60,312 89,077 % of Operating Costs 129% 49% 153% 217%
IMPROVEMENT PROJECTS
Interior
CIP 300004 - Irrigation Controller - - - 6,500
CIP 300004 - Mulch 14,000 - - -
CIP 300004 - Landscape Renovation - - - 15,000
CIP 300004 - Irrigation Renovation - - - -
CIP 300004 - Replace Master Valve - - - -
CIP 300004 - Tree Removal/Replacement - - - -
Arterial
CIP 300004 - Irrigation Controller - - - -
CIP 300004 - Landscape Renovation - - - -
Transfer from Citywide - 30% Share of Arterial - - - -
Total Improvement Projects 14,000 - - 21,500
Net Increase (Decrease) in Fund Balance (13,485) (4,154) 28,851 7,265
FUND BALANCE
Fund Balance, June 30 $ 31,461 $ 19,155 $ 60,312 $ 67,577 % of Operating Costs 90% 49% 153% 165%
LEVY INFORMATION
Total Special Assessment 28,980 61,985 61,985 63,434
Total Parcels Levied 161 161 161 161
Assessment Rate 180 385 385 394
Maximum Assessment Rate 180 385 385 394
8.1.a
Packet Pg. 155 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-5
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 5 - SUMMERWOOD LOOP
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 59,192 $ 23,369 $ 68,361 $ 54,497
REVENUES
Assessment Revenue 40,837 50,520 50,520 50,520
Interest 230 - - -
Return Funding - CIP - - - -
Other Revenue (Transfers from Citywide) 21,134 27,211 27,211 23,900 Total Revenues 62,201 77,731 77,731 74,420
EXPENDITURES
Personnel 11,443 20,439 20,439 23,477
Contracts 10,584 18,448 18,448 17,976
Utilities 14,545 19,070 19,070 21,270
Materials & Supplies 514 1,150 1,150 1,150
Indirect Costs 5,946 7,488 7,488 8,438
Total Expenditures 43,032 66,595 66,595 72,311
Net Increase (Decrease) in Fund Balance 19,169 11,136 11,136 2,109 Fund Balance w/o Project Costs 78,361 34,505 79,497 56,606 % of Operating Costs 182% 52% 119% 78%
IMPROVEMENT PROJECTS
Interior
CIP 300005 - Landscape Renovation 10,000 25,000 25,000 15,000 CIP 300005 - Mulch - - - 7,500
CIP 300005 - Remote Control Valves - - - -
Arterial
None - - - -
Transfer from Citywide - 30% Share of Arterial - - -
Total Improvement Projects 10,000 25,000 25,000 22,500
Net Increase (Decrease) in Fund Balance 9,169 (13,864) (13,864) (20,391)
FUND BALANCE
Fund Balance, June 30 $ 68,361 $ 9,505 $ 54,497 $ 34,106 % of Operating Costs 159% 14% 82% 47%
LEVY INFORMATION
Total Special Assessment 40,837 50,520 50,520 50,520
Total Parcels Levied 421 421 421 421
Assessment Rate 97 120 120 120
Maximum Assessment Rate 160 160 160 160
8.1.a
Packet Pg. 156 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-6
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 6 – WEST BRANCH
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 130,472 $ 102,711 $ 154,303 $ 160,521
REVENUES
Assessment Revenue 240,065 240,065 240,065 240,065
Return Funding - CIP - - - -
Interest 949 - - -
Other Revenue (Damage Reimbursement)
Other Revenue (Transfers from Citywide) 108,016 87,308 87,308 86,887 Total Revenues 349,030 327,373 327,373 326,952
EXPENDITURES
Personnel-Landscape 39,177 69,928 69,928 76,087
Personnel-Aquatics 9,246 11,849 11,849 12,733
Contracts 84,733 101,017 101,017 103,344
Utilities 77,306 93,100 93,100 82,900
Materials & Supplies - 9,150 9,150 9,150
Indirect Costs 37,738 36,111 36,111 37,545
Total Expenditures 248,199 321,155 321,155 321,759
Net Increase (Decrease) in Fund Balance 100,831 6,218 6,218 5,193 Fund Balance w/o Project Costs 231,303 108,929 160,521 165,714 % of Operating Costs 93% 34% 50% 52%
IMPROVEMENT PROJECTS
Interior
CIP 300006 - Landscape Renovation - - - -
Arterial
CIP 300006 - Step Fountain CL2 Tablet Feeders - - - -
CIP 300006 - Step Fountain Sump Pump - - - -
CIP 300006 - Step Fountain Sand Filter - - - -
CIP 300006 - Step Fountain Filter Pump - - - -
CIP 300006 - Step Fountain Display Pumps/Motors 110,000 - - - CIP 300006 - Step Fountain Backwash Valve & Mulit-Port Handle - - - 3,000 CIP 300006 - Reflection Fountain CL2 Tablet Feeders - - - - CIP 300006 - Reflection Fountain Sump Pump - - - -
CIP 300006 - Reflection Fountain Sand Filter - - - -
CIP 300006 - Reflection Fountain Filter Pump - - - -
CIP 300006 - Reflection Fountain Display Pumps/Motors - - - - CIP 300006 - Recoat Step Fountain - - - -
CIP 300006 - Remote Control Valves - - - -
CIP 300006 - Landscape Renovation - - - -
CIP 300006 - Tree Removal/Replacement - - - -
CIP 300006 - Soundwalls - Repair/Paint - - - -
Transfer from Citywide - 30% Share of Arterial (33,000) - - (900) Total Improvement Projects 77,000 - - 2,100
Net Increase (Decrease) in Fund Balance 23,831 6,218 6,218 3,093
FUND BALANCE
Fund Balance, June 30 $ 154,303 $ 108,929 $ 160,521 $ 163,614 % of Operating Costs 62% 34% 50% 51%
LEVY INFORMATION
Total Special Assessment 240,065 240,065 240,065 240,065 Total Parcels Levied 631.75 631.75 631.75 631.75
Assessment Rate 380 380 380 380
Maximum Assessment Rate 380 380 380 380
8.1.a
Packet Pg. 157 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-7
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 7 - BENT CREEK
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 140,772 $ 124,326 $ 164,487 $ 133,101
REVENUES
Assessment Revenue 201,140 201,140 201,140 201,140
Return Funding - CIP - - - -
Interest 795 - - -
Other Revenue (Transfers from Citywide) 21,718 22,685 22,685 24,077 Total Revenues 223,653 223,825 223,825 225,217
EXPENDITURES
Personnel 37,996 44,831 44,831 48,365
Contracts 60,751 69,600 69,600 71,631
Utilities 54,539 80,000 80,000 87,000
Materials & Supplies 3,112 6,700 6,700 6,700
Indirect Costs 21,041 25,480 25,480 28,230
Total Expenditures 177,438 226,611 226,611 241,926
Net Increase (Decrease) in Fund Balance 46,214 (2,786) (2,786) (16,709) Fund Balance w/o Project Costs 186,987 121,540 161,701 116,392 % of Operating Costs 105% 54% 71% 48%
IMPROVEMENT PROJECTS
Interior
CIP 5404 - Irrigation Cabinets - - - -
CIP 300007 - Bollards - - - -
CIP 300007- Remote Control Valves 5,000 5,000 5,000 -
CIP 300007 - Paint/Seal Bridge Overpass - 7,500 7,500 - CIP 300007 - Landscape Renovation - - - -
Arterial
CIP 300007 - Landscape Renovation 20,000 20,000 20,000 - CIP 300007 - Paint/Repair Gazebos - 3,000 3,000 -
CIP 300007- Remote Control Valves 5,000 - - -
Transfer from Citywide - 30% Share of Arterial (7,500) (6,900) (6,900) - Total Improvement Projects 22,500 28,600 28,600 -
Net Increase (Decrease) in Fund Balance 23,714 (31,386) (31,386) (16,709)
FUND BALANCE
Fund Balance, June 30 $ 164,487 $ 92,940 $ 133,101 $ 116,392 % of Operating Costs 93% 41% 59% 48%
LEVY INFORMATION
Total Special Assessment 201,140 201,140 201,140 201,140 Total Parcels Levied 452 452 452 452
Assessment Rate 445 445 445 445
Maximum Assessment Rate 445 445 445 445
8.1.a
Packet Pg. 158 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-8
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 8 – DEERWOOD
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 31,530 $ 39,876 $ 62,064 $ 60,520
REVENUES
Assessment Revenue 73,485 73,485 73,485 73,485
Return Funding - CIP - - - -
Interest 99 - - -
Other Revenue (Transfers from Citywide) 27,917 32,155 32,155 31,394 Total Revenues 101,501 105,640 105,640 104,879
EXPENDITURES
Personnel 35,063 48,576 48,576 45,747
Contracts 4,323 9,056 9,056 9,189
Utilities 22,549 36,100 36,100 36,100
Materials & Supplies - 1,400 1,400 1,400
Indirect Costs 9,031 12,052 12,052 12,211
Total Expenditures 70,967 107,184 107,184 104,647
Net Increase (Decrease) in Fund Balance 30,534 (1,544) (1,544) 232 Fund Balance w/o Project Costs 62,064 38,332 60,520 60,752 % of Operating Costs 87% 36% 56% 58%
IMPROVEMENT PROJECTS
Arterial Only
CIP 300008 - Remote Control Valves - - - -
CIP 300008 - Landscape Renovation - - - -
Transfer from Citywide - 30% Share of Arterial - - - -
Total Improvement Projects - - - -
Net Increase (Decrease) in Fund Balance 30,534 (1,544) (1,544) 232
FUND BALANCE
Fund Balance, June 30 $ 62,064 $ 38,332 $ 60,520 $ 60,752 % of Operating Costs 87% 36% 56% 58%
LEVY INFORMATION
Total Special Assessment 73,485 73,485 73,485 73,485
Total Parcels Levied 639 639 639 639
Assessment Rate 115 115 115 115
Maximum Assessment Rate 115 115 115 115
8.1.a
Packet Pg. 159 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-9
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 9 – COUNTRY VIEW
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 41,689 $ 28,333 $ 38,818 $ 41,990
REVENUES
Assessment Revenue 9,200 9,200 18,400 -
Interest 352 - - -
Other Revenue (Transfers from Citywide) 6,367 6,526 6,526 6,682 Total Revenues 15,919 15,726 24,926 6,682
EXPENDITURES
Personnel 2,112 2,601 2,601 2,776
Contracts 3,192 6,477 6,477 6,667
Utilities 2,897 9,400 9,400 9,400
Materials & Supplies 830 830 830 830
Indirect Costs 2,060 2,446 2,446 2,599
Total Expenditures 11,090 21,754 21,754 22,272
Net Increase (Decrease) in Fund Balance 4,828 (6,028) 3,172 (15,590) Fund Balance w/o Project Costs 46,518 22,305 41,990 26,400 % of Operating Costs 419% 103% 193% 119%
IMPROVEMENT PROJECTS
Arterial Only
CIP 300009 - Landscape Renovation - - - 5,000
CIP 300009 - Irrigation Renovation - - - 5,000
CIP 300009 - Irrigation Controllers 7,500 - - -
CIP 300009 - Remote Control Valves 3,500 - - -
Transfer from Citywide - 30% Share of Arterial (3,300) - - (3,000) Total Improvement Projects 7,700 - - 7,000
Net Increase (Decrease) in Fund Balance (2,872) (6,028) 3,172 (22,590)
FUND BALANCE
Fund Balance, June 30 $ 38,818 $ 22,305 $ 41,990 $ 19,400 % of Operating Costs 350% 103% 193% 87%
LEVY INFORMATION
Total Special Assessment 9,200 9,200 9,200 -
Total Parcels Levied 184 184 184 184
Assessment Rate 50 50 50 -
Maximum Assessment Rate 100 100 100 100
8.1.a
Packet Pg. 160 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-10
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 10 – OLD RANCH ESTATES
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 95,773 $ 19,174 $ 25,850 $ 8,101
REVENUES
Assessment Revenue 40,800 47,600 47,600 47,600
Return Funding - CIP - - - -
Interest 692 - - -
Other Revenue (Transfers from Citywide) 2,229 2,457 2,457 2,537 Total Revenues 43,721 50,057 50,057 50,137
EXPENDITURES
Personnel 12,158 14,194 14,194 15,671
Contracts 13,934 16,299 16,299 16,773
Utilities 5,777 6,150 6,150 6,850
Materials & Supplies 650 1,350 1,350 1,350
Indirect Costs 3,846 4,813 4,813 5,369
Total Expenditures 36,364 42,806 42,806 46,013
Net Increase (Decrease) in Fund Balance 7,357 7,251 7,251 4,124 Fund Balance w/o Project Costs 103,130 26,425 33,101 12,225 % of Operating Costs 284% 62% 77% 27%
IMPROVEMENT PROJECTS
Interior
CIP 300010 - Mulch - - - -
CIP 300010 - Irrigation Controllers - - - -
CIP 300010 - Remote Control Valves - - - -
CIP 300010 - Landscape Renovation/Irrigation Repairs 80,000 25,000 25,000 - Arterial
None
Transfer from Citywide - 30% Share of Arterial - - - -
Total Improvement Projects 80,000 25,000 25,000 -
Net Increase (Decrease) in Fund Balance (72,643) (17,749) (17,749) 4,124
FUND BALANCE
Fund Balance, June 30 $ 23,130 $ 1,425 $ 8,101 $ 12,225 % of Operating Costs 64% 3% 19% 27%
LEVY INFORMATION
Total Special Assessment 40,800 47,600 47,600 47,600
Total Parcels Levied 136 136 136 136
Assessment Rate 300 350 350 350
Maximum Assessment Rate 380 380 380 380
8.1.a
Packet Pg. 161 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-11
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 11 – VILLAGE PARKWAY
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 66,979 $ 44,211 $ 53,514 $ 40,163
REVENUES
Assessment Revenue 16,870 24,100 24,100 26,510
Interest 447 - - -
Other Revenue (Transfers from Citywide) 10,988 11,551 11,551 12,418 Total Revenues 28,305 35,651 35,651 38,928
EXPENDITURES
Personnel 13,138 15,899 15,899 17,556
Contracts 7,608 11,324 11,324 11,557
Utilities 3,468 6,200 6,200 6,700
Materials & Supplies - 750 750 750
Indirect Costs 3,555 4,329 4,329 4,830
Total Expenditures 27,769 38,502 38,502 41,393
Net Increase (Decrease) in Fund Balance 536 (2,851) (2,851) (2,465) Fund Balance w/o Project Costs 67,514 41,360 50,663 37,698 % of Operating Costs 243% 107% 132% 91%
IMPROVEMENT PROJECTS
Arterial Only
CIP 300011 - Irrigation Controllers - 15,000 15,000 -
CIP 300011 - Remote Control Valves 10,000 - - -
CIP 300011 - Tree Removal Replacement - - - -
CIP 300011 - Landscape Renovation 10,000 - - -
Transfer from Citywide - 30% Share of Arterial (6,000) (4,500) (4,500) - Total Improvement Projects 14,000 10,500 10,500 -
Net Increase (Decrease) in Fund Balance (13,464) (13,351) (13,351) (2,465)
FUND BALANCE
Fund Balance, June 30 $ 53,514 $ 30,860 $ 40,163 $ 37,698 % of Operating Costs 193% 80% 104% 91%
LEVY INFORMATION
Total Special Assessment 16,870 24,100 24,100 26,510
Total Parcels Levied 241 241 241 241
Assessment Rate 70 100 100 110
Maximum Assessment Rate 110 110 110 110
8.1.a
Packet Pg. 162 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-12
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 12 – EL NIDO
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 44,951 $ 36,843 $ 45,027 $ 34,355
REVENUES
Assessment Revenue 15,010 15,010 15,010 17,380
Return Funding - CIP - - - -
Interest 329 - -
Other Revenue (Transfers from Citywide) 8,408 8,757 8,757 9,251 Total Revenues 23,747 23,767 23,767 26,631
EXPENDITURES
Personnel 6,218 8,027 8,027 9,229
Contracts 4,380 8,680 8,680 8,810
Utilities 6,853 8,500 8,500 8,500
Materials & Supplies - 700 700 700
Indirect Costs 2,720 3,282 3,282 3,598
Total Expenditures 20,171 29,189 29,189 30,837
Net Increase (Decrease) in Fund Balance 3,576 (5,422) (5,422) (4,206) Fund Balance w/o Project Costs 48,527 31,421 39,605 30,149 % of Operating Costs 241% 108% 136% 98%
IMPROVEMENT PROJECTS
Arterial Only
CIP 300012 - Irrigation Controllers 5,000 - - -
CIP 300012 - Remote Control Valves - 7,500 7,500 -
CIP 300012 - Tree Removal/Replacement - - - -
Transfer from Citywide - 30% Share of Arterial (1,500) (2,250) (2,250) - Total Improvement Projects 3,500 5,250 5,250 -
Net Increase (Decrease) in Fund Balance 76 (10,672) (10,672) (4,206)
FUND BALANCE
Fund Balance, June 30 $ 45,027 $ 26,171 $ 34,355 $ 30,149 % of Operating Costs 223% 90% 118% 98%
LEVY INFORMATION
Total Special Assessment 15,010 15,010 15,010 17,380
Total Parcels Levied 158 158 158 158
Assessment Rate 95 95 95 110
Maximum Assessment Rate 125 125 125 125
8.1.a
Packet Pg. 163 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-13
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 13 – CROWN RIDGE
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 105,176 $ 86,643 $ 105,907 $ 89,595
REVENUES
Assessment Revenue 75,920 78,000 78,000 81,120
Return Funding - CIP - - - -
Interest 690 - -
Other Revenue (Transfers from Citywide) 19,640 20,274 20,274 21,270 Total Revenues 96,250 98,274 98,274 102,390
EXPENDITURES
Personnel 20,535 22,382 22,382 24,954
Contracts 27,185 30,001 30,001 30,850
Utilities 27,696 40,750 40,750 42,000
Materials & Supplies - 2,800 2,800 2,800
Indirect Costs 10,102 12,153 12,153 13,290
Total Expenditures 85,518 108,086 108,086 113,894
Net Increase (Decrease) in Fund Balance 10,731 (9,812) (9,812) (11,504) Fund Balance w/o Project Costs 115,907 76,831 96,095 78,091 % of Operating Costs 136% 71% 89% 69%
IMPROVEMENT PROJECTS
Interior
CIP 300013 - Irrigation Cabinets - - - -
CIP 300013 - Irrigation Controllers - - - -
CIP 300013 - Remote Control Valves - - - -
CIP 300013 - EVA Road Maintenance - - - -
CIP 300013 - Landscape Renovation 3,000 3,000 3,000 3,000 Arterial
CIP 300013 - Landscape Renovation 5,000 - - -
CIP 300013 - Remote Control Valves 5,000 5,000 5,000 -
Transfer from Citywide - 30% Share of Arterial (3,000) (1,500) (1,500) - Total Improvement Projects 10,000 6,500 6,500 3,000
Net Increase (Decrease) in Fund Balance 731 (16,312) (16,312) (14,504)
FUND BALANCE
Fund Balance, June 30 $ 105,907 $ 70,331 $ 89,595 $ 75,091 % of Operating Costs 124% 65% 83% 66%
LEVY INFORMATION
Total Special Assessment 75,920 78,000 78,000 81,120
Total Parcels Levied 104 104 104 104
Assessment Rate 730 750 750 780
Maximum Assessment Rate 1,000 1,000 1,000 1,000
8.1.a
Packet Pg. 164 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-14
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 14 – FOUR OAKS
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 36,289 $ 34,047 $ 23,590 $ 21,782
REVENUES
Assessment Revenue 10,325 10,325 10,325 10,325
Return Funding - CIP - - - -
Interest 199 - - -
Other Revenue (Transfers from Citywide) 5,386 5,200 5,200 5,497 Total Revenues 15,910 15,525 15,525 15,822
EXPENDITURES
Personnel 6,217 5,489 5,489 6,134
Contracts 18,309 5,095 5,095 5,251
Utilities 2,342 4,200 4,200 4,200
Materials & Supplies - 600 600 600
Indirect Costs 1,742 1,949 1,949 2,138
Total Expenditures 28,610 17,333 17,333 18,323
Net Increase (Decrease) in Fund Balance (12,700) (1,808) (1,808) (2,501) Fund Balance w/o Project Costs 23,590 32,239 21,782 19,281 % of Operating Costs 82% 186% 126% 105%
IMPROVEMENT PROJECTS
Arterial Only
CIP 300014 - Tree Removal/Replacement - - - -
CIP 300014 - Irrigation Controller - - - -
Transfer from Citywide - 30% Share of Arterial - - - -
Total Improvement Projects - - - -
Net Increase (Decrease) in Fund Balance (12,700) (1,808) (1,808) (2,501)
FUND BALANCE
Fund Balance, June 30 $ 23,590 $ 32,239 $ 21,782 $ 19,281 % of Operating Costs 82% 186% 126% 105%
LEVY INFORMATION
Total Special Assessment 10,325 10,325 10,325 10,325
Unit Factors 59 59 59 59
Assessment Rate 175 175 175 175
Maximum Assessment Rate 175 175 175 175
8.1.a
Packet Pg. 165 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-15
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 15 – CIRCLE E
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 38,766 $ 32,780 $ 50,831 $ 40,760
REVENUES
Assessment Revenue 30,600 30,600 30,600 34,425
Interest 314 - - -
Other Revenue (Transfers from Citywide) 3,783 3,917 3,917 4,159 Total Revenues 34,697 34,517 34,517 38,584
EXPENDITURES
Personnel 8,619 9,433 9,433 10,459
Contracts 5,030 6,019 6,019 6,200
Utilities 10,069 17,135 17,135 18,735
Materials & Supplies 750 2,550 2,550 2,550
Indirect Costs 3,714 4,451 4,451 5,013
Total Expenditures 28,183 39,588 39,588 42,957
Net Increase (Decrease) in Fund Balance 6,515 (5,071) (5,071) (4,373) Fund Balance w/o Project Costs 45,281 27,709 45,760 36,387 % of Operating Costs 161% 70% 116% 85%
IMPROVEMENT PROJECTS
Interior
CIP 300015 - Landscape Renovation - - - -
CIP 300015 - Gravel Access Roads/Trails - 5,000 5,000 - CIP 300015 - Remote Control Valves - - - -
Arterial
CIP 300015 - Landscape Renovation - - - -
CIP 300015 - Remote Control Valves 3,000 - - -
Transfer from Citywide - 30% Share of Arterial (900) - - - Total Improvement Projects 2,100 5,000 5,000 -
Net Increase (Decrease) in Fund Balance 4,415 (10,071) (10,071) (4,373)
FUND BALANCE
Fund Balance, June 30 $ 43,181 $ 22,709 $ 40,760 $ 36,387 % of Operating Costs 153% 57% 103% 85%
LEVY INFORMATION
Total Special Assessment 30,600 30,600 30,600 34,425
Total Parcels Levied 153 153 153 153
Assessment Rate 200 200 200 225
Maximum Assessment Rate 300 300 300 300
8.1.a
Packet Pg. 166 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-16
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 16 - THOMAS RANCH
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 18,704 $ 14,659 $ 20,416 $ 17,054
REVENUES
Assessment Revenue 7,700 9,100 9,100 10,500
Interest 135 - - -
Other Revenue (Transfers from Citywide) 5,034 5,341 5,341 5,425 Total Revenues 12,869 14,441 14,441 15,925
EXPENDITURES
Personnel 3,702 5,683 5,683 5,722
Contracts 3,384 4,468 4,468 4,601
Utilities 2,093 4,900 4,900 4,900
Materials & Supplies 350 750 750 750
Indirect Costs 1,628 2,002 2,002 2,110
Total Expenditures 11,156 17,803 17,803 18,083
Net Increase (Decrease) in Fund Balance 1,713 (3,362) (3,362) (2,158) Fund Balance w/o Project Costs 20,416 11,297 17,054 14,896 % of Operating Costs 183% 63% 96% 82%
IMPROVEMENT PROJECTS
Arterial Only
CIP 300016 - Remote Control Valves - - - -
CIP 300016 - Mulch - - - -
CIP 300016 - Landscape Renovation - - - -
Transfer from Citywide - 30% Share of Arterial - - - -
Total Improvements Projects - - - -
Net Increase (Decrease) in Fund Balance 1,713 (3,362) (3,362) (2,158)
FUND BALANCE
Fund Balance, June 30 $ 20,416 $ 11,297 $ 17,054 $ 14,896 % of Operating Costs 183% 63% 96% 82%
LEVY INFORMATION
Total Special Assessment 7,700 9,100 9,100 10,500
Total Parcels Levied 140 140 140 140
Assessment Rate 55 65 65 75
Maximum Assessment Rate 100 100 100 100
8.1.a
Packet Pg. 167 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-17
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 17 - HENRY RANCH
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 94,364 $ 73,956 $ 89,343 $ 79,413
REVENUES
Assessment Revenue 22,950 22,950 22,950 22,950
Interest 637 - - -
Damage Reimbursement - - - -
Other Revenue (Transfers from Citywide) 15,024 14,091 14,091 15,142 Total Revenues 38,611 37,041 37,041 38,092
EXPENDITURES
Personnel 6,150 6,803 6,803 7,494
Contracts 10,319 16,987 16,987 17,189
Utilities 13,549 17,150 17,150 19,150
Materials & Supplies 450 750 750 750
Indirect Costs 4,863 5,281 5,281 5,890
Total Expenditures 35,332 46,971 46,971 50,473
Net Increase (Decrease) in Fund Balance 3,280 (9,930) (9,930) (12,381) Fund Balance w/o Project Costs 97,643 64,026 79,413 67,032 % of Operating Costs 276% 136% 169% 133%
IMPROVEMENT PROJECTS
Arterial Only
CIP 300017 - Irrigation Controllers - - - -
CIP 300017 - Mulch - - - -
CIP 300017 - Landscape Renovation 5,000 - - -
Transfer from Citywide - 30% Share of Arterial (1,500) - - - Total Improvement Projects 3,500 - - -
Net Increase (Decrease) in Fund Balance (220) (9,930) (9,930) (12,381)
FUND BALANCE
Fund Balance, June 30 $ 94,143 $ 64,026 $ 79,413 $ 67,032 % of Operating Costs 266% 136% 169% 133%
LEVY INFORMATION
Total Special Assessment 22,950 22,950 22,950 22,950
Total Parcels Levied 102 102 102 102
Assessment Rate 225 225 225 225
Maximum Assessment Rate 375 375 375 375
8.1.a
Packet Pg. 168 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-18
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 18 - OLD RANCH SUMMIT
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 43,267 $ 37,598 $ 50,421 $ 32,904
REVENUES
Assessment Revenue 18,900 18,900 18,900 18,900
Return Funding - CIP - - -
Interest (156) - - -
Other Revenue (Transfers from Citywide) 851 1,707 1,707 1,828 Total Revenues 19,595 20,607 20,607 20,728
EXPENDITURES
Personnel 10,695 6,527 6,527 7,743
Contracts 3,000 8,247 8,247 8,408
Utilities 4,229 5,450 5,450 5,950
Materials & Supplies 150 300 300 300
Indirect Costs 2,467 2,600 2,600 2,959
Total Expenditures 20,541 23,124 23,124 25,360
Net Increase (Decrease) in Fund Balance (946) (2,517) (2,517) (4,632) Fund Balance w/o Project Costs 42,321 35,081 47,904 28,272 % of Operating Costs 206% 152% 207% 111%
IMPROVEMENT PROJECTS
Interior
CIP 300018 - Remote Control Valves - - - -
CIP 300018 - Pond Clean Up - - - -
CIP 300018 - Landscape Renovation - 15,000 15,000 -
Arterial
CIP 300018 - Landscape Renovation - - - -
Transfer from Citywide - 30% Share of Arterial - - - -
Total Improvement Projects - 15,000 15,000 -
Net Increase (Decrease) in Fund Balance (946) (17,517) (17,517) (4,632)
FUND BALANCE
Fund Balance, June 30 $ 42,321 $ 20,081 $ 32,904 $ 28,272 % of Operating Costs 206% 87% 142% 111%
LEVY INFORMATION
Total Special Assessment 18,900 18,900 18,900 18,900
Total Parcels Levied 54 54 54 54
Assessment Rate 350 350 350 350
Maximum Assessment Rate 1,858 1,858 1,858 1,858
8.1.a
Packet Pg. 169 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) F-19
FY 2024/25 LANDSCAPING AND LIGHTING DISTRICT
ZONE 19 - GLASS HOUSE
2022/23
Final
2023/24
Adopted
2023/24
Projected
2024/25
Proposed
Fund Balance, July 1 $ 28,170 $ 9,492 $ 13,707 $ 9,288
REVENUES
Assessment Revenue 14,000 15,492 15,492 15,802
Interest 204 - - -
Other Revenue (Transfers from Citywide)
Total Revenues 14,204 15,492 15,492 15,802
EXPENDITURES
Personnel 3,061 3,267 3,267 3,631
Contracts 3,679 7,067 7,067 7,228
Utilities 1,353 2,450 2,450 2,750
Materials & Supplies - 450 450 450
Indirect Costs 1,230 1,677 1,677 1,857
Total Expenditures 9,322 14,911 14,911 15,916
Net Increase (Decrease) in Fund Balance 4,881 581 581 (114) Fund Balance w/o Project Costs 33,051 10,073 14,288 9,174 % of Operating Costs 355% 68% 96% 58%
IMPROVEMENT PROJECTS
Interior Only
CIP 300019 - Irrigation Controllers - - - -
CIP 300019 - Remote Control Valves - - - -
CIP 300019 - Landscape Renovation 20,000 5,000 5,000 -
Total Improvement Projects 20,000 5,000 5,000 -
Net Increase (Decrease) in Fund Balance (15,119) (4,419) (4,419) (114)
FUND BALANCE
Fund Balance, June 30 $ 13,051 $ 5,073 $ 9,288 $ 9,174
% of Operating Costs 140% 34% 62% 58%
LEVY INFORMATION
Total Special Assessment 14,000.00 15,492.17 15,492.17 15,802.01 Total Parcels Levied 3 3 3 3
Assessment Rate (rate varies by parcel) 14,000.00 15,492.17 15,492.17 15,802.01 Maximum Assessment Rate 15,188.40 15,492.17 15,492.17 15,802.01
8.1.a
Packet Pg. 170 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) G
-1
APPENDIX G
Zone
Number Zone Name Proposed Unit Factors
FY 2023/24
Levied Rate
per Unit
FY 2024/25
Proposed
Rate per Unit
FY 2024/25
Estimated
Revenue
FY 2024/25
Proposed Max
Rate per Unit 1 Citywide Street Lighting 26,515.50 30.23 $35.27 $935,201.69 $35.27 2 Citywide Landscaping 24,881.25 $74.71 $76.21 $1,896,200.06 $76.21 3 Canyon Lakes 3,011.75 $70.00 $80.00 $240,940.00 $110.00 4 Vista San Ramon 161 $385.00 $394.00 $63,434.00 $394.00 5 Summerwood Loop 421 $120.00 $120.00 $50,520.00 $160.00 6 West Branch 631.75 $380.00 $380.00 $240,065.00 $380.00 7 Bent Creek 452 $445.00 $445.00 $201,140.00 $445.00 8 Deerwood 639 $115.00 $115.00 $73,485.00 $115.00 9 Country View 184 $50.00 $0.00 $0.00 $100.00 10 Old Ranch Estates 136 $350.00 $350.00 $47,600.00 $380.00 11 Village Parkway 241 $100.00 $110.00 $26,510.00 $110.00 12 El Nido 158 $95.00 $110.00 $17,380.00 $125.00
13 Crown Ridge 104 $750.00 $780.00 $81,120.00 $1,000.00 14 Four Oaks 59 $175.00 $175.00 $10,325.00 $175.00
15 Circle E 153 $200.00 $225.00 $34,425.00 $300.00
16 Thomas Ranch 140 $65.00 $75.00 $10,500.00 $100.00
17 Henry Ranch 102 $225.00 $225.00 $22,950.00 $375.00
18 Old Ranch Summit 54 $350.00 $350.00 $18,900.00 $1,858.00 Glass House (SR) 1 $8,164.37 $8,327.66
Brave Church (CH) 1 $1,332.33 $1,358.98
Valley Vista (VV) 1 $5,995.47 $6,115.38
$3,986,497.76
*The owners of the three Zone 19 parcels were responsible for paying the Zone 1 and Zone 2 assessments prior to the formation of Zone 19. Therefore, these three parcels are included in the Zone 1 and Zone 2 unit factors and revenue estimates above, in addition to the Zone 19 assessment and revenue estimates. *SR - City of San Ramon, CH - Brave Church, VV - Valley Vista Senior Housing
SUMMARY OF ASSESSMENTS
ASSESSMENT PER UNIT FACTOR BY SPECIAL ZONE
19*
Total Assessment Revenue:
$15,802.01 $15,802.01
8.1.a
Packet Pg. 171 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25) G-2
Per Unit FY
2023/24
Per Unit FY
2024/25
Per Unit
Change
$30.23 $35.27 $5.04
$174.95 $191.48 $16.53
$284.95 $505.48 $220.53
$224.95 $231.48 $6.53
$484.95 $491.48 $6.53
$549.95 $556.48 $6.53
$219.95 $226.48 $6.53
$154.95 $111.48 ($43.47)
$454.95 $461.48 $6.53
$204.95 $221.48 $16.53
$199.95 $221.48 $21.53
$854.95 $891.48 $36.53
$279.95 $286.48 $6.53
$304.95 $336.48 $31.53
$169.95 $186.48 $16.53
$329.95 $336.48 $6.53
$454.95 $461.48 $6.53
$8,164.37 $8,327.66
$1,332.33 $1,358.98
$5,995.47 $6,115.38
$104.95 $111.48 $6.53
**SR - City of San Ramon, CH - Brave Church, VV - Valley Vista Senior Housing
CUMULATIVE ASSESSMENTS
(Includes Citywide Zones and Special Zone)
Description
Canyon Lakes (Zone 1, Zone 2, Zone 3)
Old Ranch Estates (Zone 1, Zone 2, Zone 10)
*Country View (Zone 1, Zone 2, Zone 9)
Deerwood (Zone 1, Zone 2, Zone 8)
Bent Creek (Zone 1, Zone 2, Zone 7)
West Branch (Zone 1, Zone 2, Zone 6)
Summerwood Loop (Zone 1, Zone 2, Zone 5)
Vista San Ramon (Zone 1, Zone 2, Zone 4)
The Zone 1 and Zone 2 assessments for these parcels are accounted for separately from the Zone 19 assessments.
Therefore, no increase for Zone 1 and Zone 2 are showing under Zone 19. * No assessment levied for Country View (Zone 9) in FY 2024/25 Bishop Ranch Properties (Zone 1 only)
**Valley Vista (VV)(Zone 19)
**Brave Church (CH)(Zone 19)
**Glass House (SR)(Zone 19)
Old Ranch Summit (Zone 1, Zone 2, Zone 18)
Henry Ranch (Zone 1, Zone 2, Zone 17)
Thomas Ranch (Zone 1, Zone 2, Zone 16)
Circle E (Zone 1, Zone 2, Zone 15)
Four Oaks (Zone 1, Zone 2, Zone 14)
Crown Ridge (Zone 1, Zone 2, Zone 13)
El Nido (Zone 1, Zone 2, Zone 12)
Village Parkway (Zone 1, Zone 2, Zone 11)
$309.84
All Other Areas (Zone 1, Zone 2)
8.1.a
Packet Pg. 172 Attachment: A: L&L 1984-1 FY 2024-25 Engineer’s Report updated (2024-067 : Public Hearing - Engineers Report L&L 24/25)
CITY COUNCIL STAFF REPORT
DATE: June 11, 2024
TO: City Council/City Manager
FROM: Maria Fierner, Interim Public Works Director
By: Robin Bartlett, Division Manager/District Engineer
SUBJECT: RESOLUTION NO. 2024-068 - Confirming the Preserve Landscaping and Lighting District Assessment Diagram and Assessments, and Levying the Preserve Landscaping and Lighting District Assessments for Fiscal Year 2024/25
EXECUTIVE SUMMARY
The Preserve Landscaping and Lighting Assessment District (District) is a District formed in 2018 for the purpose of maintaining public landscaping and lighting improvements associated with The Preserve Development. Most of the improvements have now been constructed and accepted by the City of San Ramon (City). Costs for FY 2024/25 have been based on estimates provided by contractors and staff, and include efforts related to the establishment period. The District is on track with accumulation of funds for long-term replacements. It is anticipated that all units will be assessable this year. The District will assess those properties that are currently assessable in order to cover the cost of that maintenance. The proposed maximum assessment limit will be $432.29, and the proposed actual assessment per assessment unit is $357.98. The final Engineer’s Report, together with the assessment roll and the assessment diagram, will be filed with the Contra Costa County Assessor’s Office by August 10, 2024.
RECOMMENDED ACTION
Staff recommends the City Council conduct the Public Hearing and approve this Resolution confirming The Preserve Landscaping and Lighting District assessment diagram and assessments and levying The Preserve Landscaping and Lighting District assessments for Fiscal Year 2024/2025.
BACKGROUND/DISCUSSION
On March 26, 2024, City Council approved Resolution No. 2024-040 describing new improvements and ordering the District Engineer to prepare and file The Preserve Landscaping and Lighting Assessment District Engineer’s Report for FY 2024/25.
On May 13, 2024, staff presented an overview of the FY 2024/25 District budget to the Finance Committee. Staff reviewed the process and improvements with the Committee and received comments. The Committee recommended that the report be forwarded to the Council.
8.2 Packet Pg. 173
On May 14, 2024, City Council approved Resolution No. 2024-055 approving The Preserve Landscaping and Lighting District Engineer's Report for FY 2023/24, adopting a Resolution of Intention to levy and collect assessments for FY 2024/25, and setting a public hearing for June 11, 2024.
This public hearing is the last step of levying The Preserve Landscaping and Lighting District assessments for FY 2024/25.
District Formation
The Preserve Landscaping and Lighting Assessment District was formed on March 13, 2018, through the adoption of Resolution No. 2018-033, to fund the proposed public landscaping program associated with The Preserve (Faria) Development. Property owners within the District will pay an annual assessment to fund the maintenance of public landscaping. Such maintenance is performed through a combination of City staff and contractors.
Improvements
All improvements to be maintained by the District in FY 2024/25 have been constructed by The Preserve developer per the approved project plans and will be transferred for ownership to the City. The new improvements consist of landscape, irrigation, hardscape, a walking path, and related improvements located along Faria Preserve Parkway with improvements located on Purdue Road and Bollinger Canyon Road, immediately adjacent to the project. The City anticipates acceptance of the three (3) roundabouts on Faria Preserve Parkway in FY 2024/25, but the timing of acceptance of these improvements is governed by the developer’s schedule.
Cost of Maintenance
The cost of maintenance, the annualized replacement cost of the improvements, and the cost of administration of the District were estimated as presented in the Engineer’s Report that was prepared for the formation of the District.
Anticipated expenditures for FY 2024/25 are based on discussions with the developer, the inspection of the already accepted areas, and quotes from contractors to complete certain maintenance activities. The estimated costs and budget are summarized below:
8.2 Packet Pg. 174
DESCRIPTION COSTS
Annual Operation, Maintenance and Contingency Costs (O&M) $194,485.15 Less: General Benefit Contribution (7.92%) (15,403.22)
Total Assessable (Direct) Costs $179,081.93
Indirect Costs (Tax Roll Fees, Administration) $8,500
Total Maximum Costs that can be Assessed $187,581.93
Total Costs $202,985.15
Assessment
The initial maximum assessment for the District was set at $363.13 per benefit point. This can be adjusted by the greater of 2% or the Consumer Price Index for the San Francisco Bay Area, All Urban Consumers. This year, the applicable inflation rate was 2.4%. Therefore, a 2.4% increase has been applied. The current maximum assessment that can be levied is $432.29. Single-family homes will be assessed one benefit point and townhome condominiums will be assessed 0.75 benefit points.
Not all of the actual costs may be assessed. A certain fraction of the benefits of the improvements is deemed to be of general benefit to the community as a whole and is not assessable. Analysis done for the original Engineer’s Report determined that this benefit was
7.92%. Therefore, the total cost to be assessed for FY 2024/25 is equal to 92.08% of the $194,485.15 annual costs or $179,081.93, plus fees and administration costs for a total of $187,581.93.
Many foundations poured prior to the end of FY 2023/24 will be included in the FY 2024/25 tax roll. The number of foundations poured within the timeframe described is unknown at this time.
At this time, staff anticipates that all the units to be constructed as part of The Preserve project will be assessable in FY 2024/25. This totals 524 benefit points that will be assessed at an assessment rate of $357.98 and will result in revenue of $187,581.93.
Future Reserve Study Update
As the Preserve Developer completes improvements and the City accepts them for maintenance, actual costs of maintenance and administration will become clearer. In addition, appropriate reserves for non-routine maintenance and replacement of improvements will be accumulated.
The amount of money that needs to be expended in any given year and the required reserves will be tracked and presented to the Finance Committee and City Council in annual updates to a Reserve Fund Study and the annual Engineer’s Report.
FISCAL ANALYSIS
As indicated above, the total estimated costs for administering the District for FY 2024/25 are
8.2 Packet Pg. 175
based on an assumption that the District will take responsibility for the majority of the operating costs next year. The budget is estimated based on observed current costs, contractor quotes, and the original estimates. However, actual practice and establishment of vegetation could result in increased costs that may require mid-year modifications. The District will still have sufficient funds to maintain the improvements while retaining funds for long-term replacement projects.
The Engineer’s Report is the basis for the assessment of parcels located within The Preserve Landscaping & Lighting Assessment District. The associated costs, as well as revenues from this levy, are included in the approved FY 2024/25 Operating Budget and Capital Budget of the FiveYear Capital Improvement Program. Staff may request adjustments during the FY 2024/25 MidYear budget process to normalize the budget relative to actual acceptances and assessments.
STEPS FOLLOWING APPROVAL
Staff will file the final Engineer’s Report, together with the assessment roll and the assessment diagram, with the Contra Costa County Assessor’s Office by August 10, 2024.
ATTACHMENT
A - The Preserve LL Assessment District FY 2024-25 Engineer’s Report
8.2 Packet Pg. 176
RESOLUTION NO. 2024-068
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN RAMON
CONFIRMING THE PRESERVE LANDSCAPING AND LIGHTING DISTRICT
ASSESSMENT DIAGRAM AND ASSESSMENTS, AND LEVYING THE PRESERVE
LANDSCAPING AND LIGHTING DISTRICT ASSESSMENTS FOR FISCAL YEAR 2024/25
WHEREAS, on March 26, 2024, the City Council of the City of San Ramon adopted Resolution No. 2024-040 describing new improvements for The Preserve Landscaping and Lighting District and ordering the District Engineer to prepare and file an Engineer’s Report for FY 2024/25; and
WHEREAS, the District Engineer filed the Engineer’s Report; and WHEREAS, on May 14, 2024, the City Council of the City of San Ramon adopted Resolution No. 2024-055 approving the FY 2024/25 The Preserve Landscaping and Lighting District Engineer's Report and associated assessment diagram, adopting a Resolution of Intention to levy and collect assessments for FY 2024/25, and setting a public hearing for June 11, 2024; and
WHEREAS, the City Council conducted a Public Hearing on June 11, 2024; and WHEREAS, the City Council hereby finds that the assessments have been spread in accordance with the special benefits received from the improvements, operation, maintenance, and services to be performed as set forth in the Engineer's Report for FY 2024/25.
NOW, THEREFORE BE IT RESOLVED that the City Council of the City of San Ramon does hereby confirm The Preserve Landscaping and Lighting District assessment diagram and assessments and levy The Preserve Landscaping and Lighting District assessments for FY 2024/25 as set forth in the Engineer’s Report.
PASSED, APPROVED AND ADOPTED at the meeting of June 11, 2024, by the following votes:
AYES:
NOES:
ABSENT:
ABSTAIN:
________________________
David Hudson, Mayor
8.2 Packet Pg. 177
ATTEST:
Christina Franco, City Clerk
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The Preserve Landscaping and Lighting Assessment District Assessment Engineer’s Report
Fiscal Year 2024/25
8.2.a
Packet Pg. 179 Attachment: A - The Preserve LL Assessment District FY 2024-25 Engineer’s Report (2024-068 : Public Hearing - the Preserve L&L District 14 May
8.2.a
Packet Pg. 180 Attachment: A - The Preserve LL Assessment District FY 2024-25 Engineer’s Report (2024-068 : Public Hearing - the Preserve L&L District