Agenda packet — San Ramon City Council, December 10, 2024 (part 1 of 2)

CITY COUNCIL AGENDA
December 10, 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:
 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 2 City Council Meeting – December 10, 2024
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 - November 26, 2024 Recommendation: Approve Minutes

5.2 Receive and File FY 2023-24 Community Facilities District (CFD) Tax Zones 1 through 3
Recommendation: Receive and File the Community Facilities District (CFD) No. 2014-1 Annual Reports for Fiscal Year 2023-2024

5.3 Minute Order No. 2024-008 - Ratifying the Architectural Review Board Appointment
Recommendation: Approve Minute Order No. 2024-008

5.4 Minute Order No. 2024-009 - Authorizing the Mayor Elect to Attend the United States Conference of Mayor's 93rd Winter Meeting – Washington, D.C on January 17-19, 2025
Recommendation: Approve Minute Order No. 2024-009

5.5 Resolution No. 2024-111 - Authorizing the City Manager to Execute an Agreement with Municipal Resource Group (MRG) for Municipal Advisory Services
Recommendation: Approve Resolution No. 2024-111

5.6 Resolution No. 2024-112 - Accepting the Work by McKim Corporation, for Construction of the Pavement Management 2024 Project, and Portions of the Pavement Management 2025 Project (CIP 000013 and CIP 000015), as Complete and Authorizing the City Clerk to File a Notice of Completion with the Contra Costa County Clerk Recorder's Office
Recommendation: Approve Resolution No. 2024-112
3 City Council Meeting – December 10, 2024

5.7 Resolution No. 2024-113 - Authorizing the Mayor to Execute an Agreement with HF&H Consultants, LLC for On-Call Miscellaneous Solid Waste Consulting Services in an Amount Not to Exceed $150,000 through December 31, 2025, with the Option to Renew the Agreement for Up to Four Additional Successive OneYear Terms Resolution No. 2024-114 - Authorizing the Mayor to Execute an Agreement with R3 Consulting Group, Inc. for On-Call Miscellaneous Solid Waste Consulting Services in an Amount Not to Exceed $150,000 through December 31, 2025, with the Option to Renew the Agreement for Up to Four Additional Successive OneYear Terms Recommendation: Approve Resolution Nos. 2024-113 and 2024-114

5.8 Resolution No. 2024-115 - Authorizing the Revisions to the Part-Time Temporary Employee Salary Ranges Within the Parks & Community Services Department Recommendation: Approve Resolution No. 2024-115

5.9 Resolution No. 2024-116 - Authorizing the City Manager to Execute Cooperative Agreement No. 25CC02 Between the Contra Costa Transportation Authority and the City of San Ramon to Receive Transportation Fund for Clean Air Program (TFCA) Funds to Implement the City of San Ramon and Southwest Area Transportation (SWAT) Regional Vanpool Program
Recommendation: Approve Resolution No. 2024-116

5.10 Resolution No. 2024-117 - Accepting the Certificate of the County Clerk as to the Result of the Canvass of the City of San Ramon November 5, 2024 Consolidated Election
Recommendation: Approve Resolution No. 2024-117

5.11 Resolution No. 2024-118 - Accepting the Certificate of the County Clerk as to the Result of the Canvass of the City of San Ramon November 5, 2024 Consolidated Election for Measure N
Ordinance 528 - Imposing a Transactions and Use Tax to be Administered by the California Department of Tax and Fee Administration
Recommendation: Approve Resolution No. 2024-118, and Waive the reading and read by title only, and adopt Ordinance 528

5.12 Authoring the Filings to California Department of Tax and Fee Administration for Measure N
Resolution No. 2024-119 - Authorizing the City Manager to Execute Agreements with the California Department of Tax and Fee Administration for Implementation of a Local Transactions and Use Tax
Resolution No. 2024-120 - Authorizing Examination of Sales or Transactions and Use Taxes Records
Recommendation: Approve Resolution Nos. 2024-119 and 2024-120 4 City Council Meeting – December 10, 2024

6. SPECIAL PRESENTATIONS

6.1 Remarks from the Offices of Congressman DeSaulnier, Senator Glazer, Assembly Member Bauer-Kahan, and Supervisor Andersen

7. DEFERRED CONSENT ITEMS

8. NEW BUSINESS

8.1 Recognition of Outgoing Mayor David E. Hudson and Vice Mayor Scott Perkins upon their departure from the City Council.

8.2 Administration of the Oath of Office to Councilmember Sridhar Verose Administration of the Oath of Office to Councilmember Robert Jweinat Administration of the Oath of Office to Mayor Mark Armstrong

9. 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: December 6, 2024
5 City Council Meeting – December 10, 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/96093135915
Webinar ID: 960 9313 5915
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
November 26, 2024

1. CALL TO ORDER/ROLL CALL
The Mayor called the meeting to order at 7:00 p.m.

Also in attendance: City Manager Steven Spedowski, City Attorney Martin Lysons, City Clerk Christina Franco, and Human Resources Manager Megan O'Donoghue.

2. PLEDGE OF ALLEGIANCE

3. ANNOUNCEMENTS

4. PUBLIC COMMENT
Public comment was received from Susie Ferris-Inderkum regarding the passing of Ordinance 527.

5. CONSENT CALENDAR
Vice Mayor Perkins' motion to approve consent calendar items 5.1 through 5.5 was seconded by Cm. Rubio. Prior to the vote, the City Clerk read the following statement regarding item 5.3 and 5.4 in accordance with Government Code Section 54953(c)(3); At the November 12, 2024 regular City Council meeting, the City Council met in closed session to perform the annual evaluation of the City Manager. The City Manager’s rate of pay will not change based on this amendment, although the City Manager will gain the ability to cash out up to eighty (80) hours of accrued vacation leave each year, and any portion of which may be applied to deferred compensation.

At the October 22 and November 12, 2024 regular City Council meeting, the City Council met in closed session to perform the annual evaluation of the City Attorney. The City Council voted unanimously to provide a new annual salary of $311,952 (an increase of 9%). The amended and restated contract will also allow the City Attorney to cash out up to eighty (80) hours of accrued vacation leave each year, any portion of which may be applied to deferred compensation. The motion passed 5-0-0-0.

RESULT: ADOPTED [UNANIMOUS]
MOVER: Scott Perkins, Vice Mayor
SECONDER: Marisol Rubio, Councilmember
AYES: Hudson, Perkins, Armstrong, Verose, Rubio
Name Title Status
Dave Hudson Mayor Present
Scott Perkins Vice Mayor Present
Mark Armstrong Councilmember Present
Sridhar Verose Councilmember Present
Marisol Rubio Councilmember Present

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Minutes Acceptance: Minutes of Nov 26, 2024 7:00 PM (CONSENT CALENDAR) 2 City Council Meeting – November 26, 2024

5.1 City Council - Regular Meeting and Closed Session – November 12, 2024 Recommendation: Approve Minutes

5.2 Register of Demands as Presented by the City Treasurer (Period Ending October 31, 2024)
Recommendation: Approve Register of Demands

5.3 Resolution No. 2024-106 - Approving the First Amendment to the Agreement for Employment of the City of San Ramon City Manager and Authorizing the Mayor to Sign the Agreement
Recommendation: Approve Resolution No. 2024-106

5.4 Resolution No. 2024-107 - Approving the Amended and Restated Agreement for Employment of the City of San Ramon City Attorney and Authorizing the Mayor to Sign the Agreement
Recommendation: Approve Resolution No. 2024-107

5.5 Resolution No. 2024-108 - Authorizing Changes to the Salary for the Mayor and City Council
Recommendation: Approve Resolution No. 2024-108

6. SPECIAL PRESENTATIONS

7. DEFERRED CONSENT ITEMS

8. UNFINISHED BUSINESS

9. NEW BUSINESS

9.1 San Ramon Chamber of Commerce Annual Report
Presentation by Heidi Kenniston-Lee, Chamber President/CEO.

The City Council did not take action on this item.

9.2 Resolution No. 2024-109 - Authorizing Execution of Amendment No. 2 to the Unrepresented Miscellaneous Employees Salary and Benefits Resolution and Corresponding Update to the FY 2024/25 Salary Schedule
Recommendation: Approve Resolution No. 2024-109
Staff report by Megan O'Donoghue, Human Resources Manager.

There was no public comment received.

Vice Mayor Perkins' motion to approve Resolution No. 2024-109, authorizing execution of Amendment No. 2 to the Unrepresented Miscellaneous Employees Salary and Benefits Resolution and corresponding update to the FY 2024/25 Salary Schedule, was seconded by Councilmember Verose. The motion passed 5-0-0-0.

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Minutes Acceptance: Minutes of Nov 26, 2024 7:00 PM (CONSENT CALENDAR) 3 City Council Meeting – November 26, 2024
RESULT: APPROVED [UNANIMOUS]
MOVER: Scott Perkins, Vice Mayor
SECONDER: Sridhar Verose, Councilmember
AYES: Hudson, Perkins, Armstrong, Verose, Rubio

9.3 Resolution No. 2024-110 - Authorizing an Update to the City’s Personnel Rules & Regulations and FY 2024/25 Salary Schedule, Execution of the Unrepresented Executive Employees Salary & Benefits Agreement, and Additional Personnel in the City Manager’s Office
Recommendation: Approve Resolution No. 2024-110
Staff report by Megan O'Donoghue, Human Resources Manager.

There was no public comment received.

Vice Mayor Perkins' motion to Resolution 2024-110, authorizing an update to the City’s Personnel Rules & Regulations and FY 2024/25 Salary Schedule, execution of the Unrepresented Executive Employees Salary & Benefits Agreement, and additional personnel in the City Manager’s Office, was seconded by Councilmember Verose. The motion passed 5-0-0-0.

RESULT: APPROVED [UNANIMOUS]
MOVER: Scott Perkins, Vice Mayor
SECONDER: Sridhar Verose, Councilmember
AYES: Hudson, Perkins, Armstrong, Verose, Rubio

10. CITY MANAGER'S AND CITY COUNCIL MEMBERS' COMMENTS /

MATTERS INITIATED

10.1 Discussion of Cancellation of the December 24, 2024 City Council meeting The City Council unanimously decided to cancel the December 24, 2024 City Council meeting.

11. ADJOURNMENT
The Mayor adjourned the meeting at 8:17 p.m.

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Minutes Acceptance: Minutes of Nov 26, 2024 7:00 PM (CONSENT CALENDAR)

CITY COUNCIL STAFF REPORT
DATE: December 10, 2024
TO: City Council/City Manager
FROM: Scott Koll, Deputy City Manager
By: Scott Koll, Deputy City Manager
SUBJECT: Receive and File FY 2023-24 Community Facilities District (CFD) Tax Zones 1 through 3

RECOMMENDED ACTION
Staff recommends the City Council receive and file the Community Facilities District (CFD) No. 2014-1 Annual Reports for Fiscal Year 2023-2024.

BACKGROUND/DISCUSSION
On February 25, 2014, the City Council adopted Resolution No. 2014-026, approving the formation of the City of San Ramon Community Facilities District No. 2014-1, under the MelloRoos Community Facilities Act of 1982. The CFD was created to mitigate the negative fiscal impact of new development on public facilities and services. The Resolution also approved the annexation of the Acres Development into the CFD, which is located within Tax Zone No. 1.

On November 17, 2017, the City Council adopted Resolution No. 2017-121, annexing Subdivisions 9443, 9455, 9456 and 9457 of the Preserve Development into the CFD, which is located within Tax Zone No. 2.

CFDs are a special tax funding mechanism for the increased public facilities and services provided by the City. CFD No. 2014-1 is authorized to fund the following annual services:
• Police Services;
• Parks, Recreational and Open Space Services (not including recreation program services);
• Street and Street Lighting Services;
• Landscaping Services; and
• Flood & Storm Protection & Storm Water Treatment Services.

In addition, CFD No. 2014-1 may fund the acquisition and construction of the following facilities:
• Police facilities;
• Park and recreational facilities; and

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• Open Space facilities.

Section 50075.3 of the California Government Code requires an annual report to be filed with the Legislative body for voter approved special taxes. This annual report must state the amount of funds collected and expended and the status of any construction project that is built with the funding. On December 10, 2024, the Finance Committee will review the reports. Staff attached for reference prior fiscal year annual reports for each CFD (Tax Zones 1 and 2) that were not filed between Fiscal Years 2020-21 and 2022-23.

FISCAL ANALYSIS
There is no fiscal impact associated with Council’s action.

STEPS FOLLOWING APPROVAL
File report.

ATTACHMENT
A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24
B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24
C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24
D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23
E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23
F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23
G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22
H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22
I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22
J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21
K: CFD 2014-1 (Tax Zone 2) Annual Report FY 2020-21

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Community FaciliƟes District No. 2014-1
Tax Zone No. 1
Fiscal Year 2023-24
Annual Report
November 1, 2024

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) TABLE OF CONTENTS i

TABLE OF CONTENTS
Page No.

Section I – Introduction.................................................................................................... 1 Section II – Revenues and Expenditures ........................................................................ 3 Section III – Status of Improvements and Services......................................................... 4 Section IV – Calculation of Special Tax Levy .................................................................. 5 Appendix A - Rate and Method of Apportionment of Special Tax Appendix B - List of Authorized Facilities and Services Appendix C - Boundary Map
Appendix D - Summary of Annual Special Tax Rates by Land Use by Fiscal Year Appendix E - Special Tax Roll

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION I 1 SECTION I

INTRODUCTION
A Resolution of Formation (Resolution No. 2014-026) creating City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services) (the “CFD”) was approved on February 25, 2014, by the City Council (the “Council”) of City of San Ramon (the “City”). The CFD was created to mitigate the negative fiscal impact of new development on public facilities and services. Upon formation of the CFD all parcels were located within Tax Zone No. 1. The special tax may be levied in the CFD each fiscal year commencing with Fiscal Year 2014-15. The City started levying special taxes in Fiscal Year 2015-16.

This report provides a detailed description of the process used to calculate annual special tax levies for the CFD. Tax Zone No. 1 special taxes are calculated according to the “Rate and Method of Apportionment of Special Tax” (RMA) (see Appendix “A”) as adopted by the Resolution forming the CFD.

BOUNDARIES OF THE CFD
All territory in Tax Zone No. 1 is shown on the recorded boundary map. The Boundary Map was recorded on January 21, 2014, in Book 84 of Maps of Assessments and Community Facilities Districts at Page 43, Document No. 2014-0010395-00 or as may be amended thereafter. See Appendix “C” for a map showing the boundaries of Tax Zone No. 1 within the CFD. Parcels exempted by law, parcels designated exclusively for landscaping, open space or common area use, or parcels considered unbuildable by the CFD Administrator are considered tax-exempt. All other parcels are subject to the annual special tax.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION I 2 MAXIMUM ANNUAL SPECIAL TAX RATES
For Fiscal Year 2023-24, the maximum annual special tax rates by land use were as follows:

IMPROVEMENTS AND SERVICES FINANCED BY THE CFD
The full and complete list of authorized improvements and services can be found in Appendix “B”. The following is a summary of the items funded by the CFD:

Facilities
The acquisition, construction and improvement of police and public safety facilities, park and recreational facilities, and open space facilities, including expenses related to bond debt and administrative costs.

Services
All related administrative costs and expenses including contingency and reserves for the annual operation, maintenance, servicing, repair and replacement of police facilities, park and recreational facilities, open space facilities, landscaping facilities, street and street lighting facilities, flood and storm protection facilities and storm water treatment facilities; and all services related to the preceding facilities.

Facilities1 Services2 Total
$121.90 $988.63 $1,110.53 per Residence
$97.52 $790.90 $888.42 per Residence
$73.14 $593.18 $666.32 per Unit
$836.95 $5,387.86 $6,224.81 per Acre
$836.95 $5,387.86 $6,224.81 per Acre
$83.69 $538.79 $622.48 per Acre
1 2
3 Facilities Services Total
Undeveloped1 $209.24 $1,346.97 $1,556.21 per Acre
1 For Fiscal Year 2023-24, the Facilities and Services Special Tax Rate for Undeveloped parcels has been increased by 2.31% over the Fiscal Year 2022-23 rates, per the RMA.

Community Facilities District No. 2014-1
Fiscal Year 2023-24 Developed Maximum Special Tax Rates by Land Use Community Facilities District No. 2014-1
Fiscal Year 2023-24 Undeveloped Maximum Special Tax Rates Institutional3
For Fiscal Year 2023-24, the Facilities Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 2.00% over the Fiscal Year 2022-23 rates, per the RMA.

For Fiscal Year 2023-24, the Services Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 4.00% over the Fiscal Year 2022-23 rates, per the RMA.

For Fiscal Year 2023-24, the Facilities and Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 2.31% over the Fiscal Year 2022-23 rates, per the RMA.

Tax Zone No. 1
Tax Zone No. 1
Industrial3
Commercial3
Multi-Family
Condominiums or Townhomes
Single-Family Parcels

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION II 3 SECTION II

REVENUES AND EXPENDITURES
The revenues are the special tax collections and interest earnings, if any, for Fiscal Year 2023-24. The costs are those expenditures that were funded in Fiscal Year 2023-24. The annual costs are composed of 1) maintenance, operations, and services costs, 2) bond debt service, if any, 3) administrative expenses, 4) prior year or anticipated current year delinquencies, and 5) improvement fund expenditures, if any.

Revenues:

Fund Balance as of June 30, 2023 $0
Special Tax Levy/Other Revenues $42,644
Interest Earnings $8
$42,652
Expenditures:

Admin. Expenses $1,329
Maintenance, Operation & Services Cost $41,323
Debt Service Payment $0
Anticipated Delinquencies $0
$42,652
Fund Balance as of June 30, 2024 $0
*Numbers in the table above may not foot due to rounding Special Tax Fund Revenues and Expenditures
Improvement Fund Revenues and Expenditures
No debt has been issued

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION III 4 SECTION III

STATUS OF IMPROVEMENTS AND SERVICES
The following is the status of the improvements and services financed within the CFD. • To date, the CFD has not financed the construction of any improvements. • Tax revenue generated by the CFD is currently paying a portion of public facilities and the on-going public safety services within the CFD.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION IV 5 SECTION IV

CALCULATION OF SPECIAL TAX LEVY

CLASSIFICATION OF PARCELS
Each fiscal year, each parcel of land within CFD Tax Zone No. 1 is classified as Taxable or Exempt Property. Taxable Properties are further classified as Developed Property or Undeveloped Property. Developed Property is further classified as Single-Family, Condominium/Townhome, Multi-Family, Commercial, Industrial or Institutional Property.

The Fiscal Year 2023-24 parcel classifications for taxable parcels within Tax Zone No. 1 are summarized below.

If additional revenue is needed, the special tax is levied proportionately on Undeveloped Property up to 100% of the Maximum Special Tax until the amount, when combined with the Developed Property taxes, is equal to the Special Tax Requirement.

In Fiscal Year 2023-24, there was no undeveloped property in Tax Zone No. 1.

Number
of
Land Use Parcels
Condominiums/Townhomes 48
Facilities1 Services2 Total
$121.90 $988.63 $1,110.53 per Residence
$97.52 $790.90 $888.42 per Residence
$73.14 $593.18 $666.32 per Unit
$836.95 $5,387.86 $6,224.81 per Acre
$836.95 $5,387.86 $6,224.81 per Acre
$83.69 $538.79 $622.48 per Acre
1 2
3 Fiscal Year 2023-24 Developed Maximum Special Tax Rates by Land Use Institutional3
For Fiscal Year 2023-24, the Facilities Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 2.00% over the Fiscal Year 2022-23 rates, per the RMA.

For Fiscal Year 2023-24, the Services Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 4.00% over the Fiscal Year 2022-23 rates, per the RMA.

Tax Zone No. 1
Industrial3
Commercial3
Multi-Family
Condominiums or Townhomes
Single-Family Parcels

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION IV 6 CURRENT ANNUAL CFD REVENUE
The Special Tax Requirement for Tax Zone No. 1 exceeds the amount generated by application of the Maximum Annual Special Tax; therefore, the Maximum Annual Special Tax was applied to each taxable parcel in Fiscal Year 2023-24.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
(TAX ZONE NO. 1)

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
Special Taxes applicable to each Assessor’s Parcel in the City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services) (“CFD No. 2014- 1”) shall be levied and collected according to the tax liability determined by the Administrator through the application of the appropriate amount or rate for Taxable Property, as described below. All of the property in CFD No. 2014-1, unless exempted by law or by the provisions below, shall be taxed for the purposes, to the extent, and in the manner herein provided, including property subsequently annexed to CFD No. 2014- 1, unless a separate Rate and Method of Apportionment of Special Tax is adopted for the annexation area.

A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
“Accessory Unit” means a second residential unit of limited size (e.g., granny cottage, second unit) that shares a Parcel with a single-family detached unit. “Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on an Assessor’s Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable Final Map or other recorded County parcel map. “Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 (commencing with Section 53311), Division 2, of Title 5 of the Government Code of the State of California.
“Administrative Expenses” means the following actual or reasonably estimated costs directly related to the administration of CFD No. 2014-1, whether by the City or any designee thereof or both; which includes but is not limited to, the costs of computing the Special Tax and preparing the annual Special Tax collection schedules, the costs of collecting the Special Taxes; the costs of remitting the Special Taxes to the Fiscal Agent; the fees and expenses of the Fiscal Agent (including its legal counsel) in the discharge of the duties required of it under the Fiscal Agent Agreement; the costs to the City, the CFD, or any designees thereof of complying with arbitrage rebate requirements, including without limitation, rebate liability costs and periodic rebate calculations; the costs to the City, the CFD, or obligated persons of complying with disclosure requirements associated with applicable federal and state securities laws and of the Act; the costs of any State reporting requirements; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs of the City, the CFD, or any designee thereof related to an appeal of the Special Tax; and the City’s annual administration fees and third party expenses. Administrative costs shall also include amounts estimated or advanced by the City or the CFD for any other administrative purposes of the CFD, including attorney’s fees and expenses, and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

“Administrator” means an official of the City, or any designee thereof, responsible for determining the Special Tax Requirement and providing for the levy and collection of the Special Tax.
“Assessor’s Parcel” or “Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number.
“Assessor’s Parcel Map” means an official map of the County Assessor designating parcels by Assessor’s Parcel Number.
“Assessor’s Parcel Number” or “APN” means a unique number assigned to an Assessor’s Parcel by the County Assessor for purposes of identifying a property. “Authorized Facilities” means the public facilities and services authorized to be funded by CFD No. 2014-1 as set forth in the Resolution of Formation for the CFD. “Authorized Services” means the services authorized to be funded by CFD No. 2014- 1 as set forth in the Resolution of Formation for the CFD. “Bonds” means any bonds or other indebtedness of CFD No. 2014-1 issued under this Act.
“Building Permit” means a building permit having an improvement valuation over $50,000 for an improvement that will be occupied [used?] by a residential or nonresidential user. Building permits for the construction of ancillary structures such as fences, swimming pools, retaining walls, etc. are excluded. “Calendar Year” means January 1 through December 31.
“CFD” or “CFD No. 2014-1” means the City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services).
“CFD Formation” means the adoption by the City Council of the Resolution of Formation to form CFD No. 2014-1.
“City” means the City of San Ramon.
“Commercial Parcel” means a Parcel designated by the County Assessor as having a commercial land use.
“Condominium or Townhome Parcel” means a Parcel designated by the County Assessor as having a condominium, townhome, cluster home and co-op land use. [this term is not used]
“Council” means the City Council of the City of San Ramon, acting as the legislative body of CFD No. 2014-1.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

“County” means the County of Contra Costa.
“County Assessor” means the Contra Costa County Assessor. “Developed Property” means, in any Fiscal Year, all Parcels of Taxable Property for which a Building Permit was issued by the City on or prior to June 30 of the preceding Fiscal Year. In the absence of a Building Permit, any Parcel of Taxable Property shall be classified as Developed Property if it has been occupied by a residential or non-residential user on or prior to June 30 of the preceding fiscal year. “Exempt Parcel” means all Assessor Parcels Property used exclusively for landscaping, open space or common area or is considered unbuildable by the Administrator. “Final Map” means a final map approved by the City pursuant to the Subdivision Map Act (California Government Code Section 66410, et seq.) that creates individual lots on which a building permit can be issued for construction of residential units without further subdivision of the lots.
“Fiscal Agent” means the fiscal agent or trustee under the Fiscal Agent Agreement. “Fiscal Agent Agreement” means the indenture, fiscal agent agreement, resolution, or other instrument pursuant to which Bonds are issued, as modified, amended or supplemented from time to time.
“Fiscal Year” means the period starting on July 1 and ending on the following June 30. “Industrial Parcel” means a Parcel designated by the County Assessor as having an industrial land use.
“Institutional Parcel” means a Parcel designated by the County Assessor as having an institutional land use.
“Maximum Special Tax” means the maximum Special Tax, determined in accordance with Section C, which can be levied in any Fiscal Year. “Multi-Family Parcel” means a Parcel designated by the County Assessor as having a multi-family residential land use which includes duplexes, triplexes, fourplexes and apartments.
“Proportionately” means, for Developed Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means, for Undeveloped Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Undeveloped Property.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

“Public Property” means, for each Fiscal Year: any property within the boundaries of CFD No. 2014-1 that is owned by or irrevocably offered for dedication to the federal government, the State of California, the City, or any other public agency. “Residential Unit” means an individual single-family residential unit, condominium or townhome unit, or multi-family residential unit per the County Assessor. An Accessory Unit that shares a Parcel with a single-family detached unit shall be considered a separate Residential Unit for purposes of this RMA.
“RMA” means this Rate and Method of Apportionment of Special Tax. “Single-Family Parcel” means a Parcel designated by the County Assessor as having a single-family land use.
“Special Tax” means any tax levied within CFD No. 2014-1 to pay the Special Tax Requirement.
“Special Tax Requirement” means the amount of revenue needed in any Fiscal Year to pay for the following: (i) Authorized Facilities and Authorized Services; (ii) principal of and interest on the Bonds due in the Calendar Year which commences in such Fiscal Year, (iii) Administrative Expenses; and (iv) amounts needed to cure any delinquencies in the payment of Special Taxes which have occurred or, based on delinquency rates in prior years, may be expected to occur in the Fiscal Year in which the Special Tax will be collected.

The Special Tax Requirement may be reduced in any Fiscal Year by (i) credits from available monies from sources identified in the Fiscal Agent Agreement, including without limitation excess interest earnings in the reserve fund, (ii) in the City’s sole discretion, proceeds from the collection of penalties and interest associated with delinquent Special Taxes, and (iii) any other revenues available to pay debt service on the Bonds as determined by the Administrator.
“Taxable Property” means all Assessors’ Parcels within the boundaries of CFD No. 2014-1 that are not classified as an Exempt Parcel.
“Tax Zone” means a mutually exclusive geographic area within which the Special Tax may be levied pursuant to this RMA. All the property within CFD No. 2014-1 at the time of CFD Formation is within Tax Zone No. 1. Additional Tax Zones may be created when property is annexed to CFD No. 2014-1, and a separate Maximum Special Tax shall be identified for property within the new Tax Zone at the time of such annexation. The Assessor’s Parcels included within a new Tax Zone established when such Parcels are annexed to CFD No. 2014-1 shall be identified by Assessor’s Parcel Number in the Unanimous Approval Form that is signed by the owner(s) of the Parcels at the time of annexation.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

“Unanimous Approval Form” means that form executed by the record owner of fee title to a Parcel or Parcels annexed into CFD No. 2014-1 that constitutes the property owner’s approval and unanimous vote in favor of annexing into CFD No. 2014-1, the levy of the Special Tax against his/her Parcel or Parcels pursuant to this RMA and the issuance of Bonds by the CFD.
“Undeveloped Property” means, in any Fiscal Year, all Parcels of Taxable Property in CFD No. 2014-1 that are not Developed Property.

B. DATA FOR ANNUAL TAX LEVY
Each Fiscal Year, the Administrator shall identify the current Assessor’s Parcel Numbers for all Parcels of Taxable Property within CFD No. 2014-1. The Administrator shall also determine: (i) whether each Assessor’s Parcel of Taxable Property is Developed Property, Undeveloped Property; (ii) the land use associated with each Developed Property, (iii) which Tax Zone each Taxable Property is located in; and (iv) the Special Tax Requirement for the then-current Fiscal Year.

In any Fiscal Year, if it is determined that (i) a Final Map or parcel map for a portion of property in CFD No. 2014-1 was recorded after the last date upon which the Assessor will incorporate the newly-created Parcels into the then current tax roll, (ii) because of the date the Final Map or parcel map was recorded, the Assessor does not yet recognize the new Parcels created by the Final Map or parcel map, and (iii) one or more of the newly-created Parcels meets the definition of Developed Property, the Administrator shall calculate the Special Tax for the property affected by recordation of the Final Map or parcel map by determining the Special Tax that applies separately to each newly-created Parcel, then applying the sum of the individual Special Taxes to the Parcel that was subdivided by recordation of the Final Map or parcel map.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

C. MAXIMUM SPECIAL TAXES

1. Developed Property
The Maximum Special Tax for Fiscal Year 2013-14 for all Parcels of Developed Property within Tax Zone No. 1 shall be as follows:

2. Undeveloped Property
The Maximum Special Tax for Fiscal Year 2013-14 for all Parcels of Undeveloped Property within Tax Zone No. 1 are shown below.

3. Escalation of Maximum Special Tax
The Maximum Special Tax shall automatically increase without further action by the City Council.

Facilities 1 Services 2 Total
Single Family Parcels $100.00 $643.75 $743.75 per Residence Condominiums or Townhomes $80.00 $515.00 $595.00 per Residence Multi-Family $60.00 $386.25 $446.25 per Unit
Commercial 3 $600.00 $3,862.50 $4,462.50 per Acre
Industrial 3 $600.00 $3,862.50 $4,462.50 per Acre
Institutional 3 $60.00 $386.25 $446.25 per Acre
1 2
3 Community Facilities District No. 2014-1
Tax Zone No. 1
For Fiscal Year 2014-15 and on, the Facilities Special Tax Rate for Single Family, Condominium/ Townhomes, and Multi-Family parcels shown in the table above will be increased two (2.00%) compounded annually, per Government Code 53321.

For Fiscal Year 2014-15 and on, the Services Special Tax Rate for Single Family, Condominium/ Townhomes, and Multi-Family parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of four (4.00%) compounded annually.

For Fiscal Year 2014-15 and on, the Facilities and Services Special Tax Rate for Commercial, Industrial, and Institutional parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Fiscal Year 2013-14 Developed Maximum Special Tax Rate by Land Use Facilities Services Total
Undeveloped1 $150.00 $965.63 $1,115.63 per Acre
1 Tax Zone No. 1
Fiscal Year 2013-14 Undeveloped Maximum Special Tax Rate Community Facilities District No. 2014-1
For Fiscal Year 2014-15 and on, the Facilities and Services Special Tax Rate for Undeveloped parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

D. METHOD OF LEVY AND COLLECTION OF SPECIAL TAXES
Each Fiscal Year, the Administrator shall determine the Special Tax Requirement for that Fiscal Year and levy the Special Tax on all Parcels of Taxable Property as follows:

Step 1: The Special Tax shall be levied proportionately on each Parcel of Developed Property up to 100% of the Maximum Special Tax for each Parcel for such Fiscal Year until the amount levied is equal to the Special Tax Requirement;
Step 2: If additional revenue is needed after Step 1, the Special Tax shall be levied proportionately on each Parcel of Undeveloped Property up to 100% of the Maximum Special Tax for each Parcel for such Fiscal Year until the amount levied, when combined with the amount levied pursuant to Step 1, is equal to the Special Tax Requirement.

The Special Tax for CFD No. 2014-1 shall be collected at the same time and in the same manner as ordinary ad valorem property taxes provided, however, that the City may (under the authority of Government Code Section 53340) collect Special Taxes at a different time or in a different manner if necessary to meet the financial obligations of CFD No. 2014-1, and the Special Tax shall be equally subject to foreclosure if delinquent.

Under no circumstances may the Facilities Special Tax on a Parcel in residential use be increased in any Fiscal Year as a consequence of delinquency or default in payment of the Facilities Special Tax levied on another Parcel or Parcels by more than ten percent (10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

E. INTERPRETATION OF SPECIAL TAX FORMULA
The City reserves the right to make minor administrative and technical changes to this document that do not materially affect the rate and method of apportioning Special Taxes. In addition, the interpretation and application of any section of this document shall be left to the City’s discretion. Interpretations may be made by the City by resolution of the Council for purposes of clarifying any vagueness or ambiguity in this RMA.

F. TERM OF THE SPECIAL TAX
The Services Special Tax shall be levied in perpetuity as necessary to pay the Services Special Tax Requirement. The Facilities Special Tax shall be levied and collected until principal and interest on Bonds have been repaid, costs of constructing or acquiring Authorized Facilities from Facilities Special Tax proceeds have been paid, and all Administrative Expenses related to the Facilities Special Tax have been paid or reimbursed.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

G. REPEAL OF THE SPECIAL TAX
If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Parcels in CFD No. 2014-1, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the Authorized Facilities and Authorized Services for which the Special Tax was levied. The obligations to provide the Authorized Facilities and Authorized Services previously funded by the repealed Special Tax shall become the obligations of any property owner’s association established within CFD No. 2014-1, and if there is no such association, they shall become the joint obligations of the property owners of Parcels within CFD No. 2014-1 in proportion to the number of Parcels owned by each such owner to the total number of Parcels within CFD No. 2014-1.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B

APPENDIX B

LIST OF AUTHORIZED FACILITIES AND SERVICES

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B

DESCRIPTION OF FACILITIES AND SERVICES TO BE FINANCED BY THE CFD

FACILITIES
The Facilities shown below are proposed to be financed in whole or in part by the CFD.

The Facilities shall be constructed, whether or not acquired in their completed states, pursuant to the plans and specifications approved by the City of San Ramon (the "City") and the officials thereof.

Acquisition, construction and improvement of police and public safety facilities, park and recreational facilities, and open space facilities. Special Taxes may be used for the purposes listed in this paragraph only through Fiscal Year 2064-65.

The facilities to be financed shall include the costs of the acquisition of right-of-way the costs of design, engineering and planning, the costs of any environmental or traffic studies, (including right-of-way that is intended to be dedicated by the recording of a final map), surveys or other reports, costs related to landscaping and irrigation, soils testing, permits, plan check and inspection fees, insurance, legal and related overhead costs, coordination and supervision and any other costs or appurtenances related to any of the foregoing.

The CFD may also finance any of the following:

1. Expenses related to bonds and other debt, including underwriters discount, reserve fund, capitalized interest, letter of credit fees and expenses, bond and disclosure counsel fees and expenses, bond remarketing costs, and all other incidental expenses.

2. Administrative fees of the City and the bond trustee or fiscal agent related to the CFD and the bonds and other debt.

3. Reimbursement of costs related to the formation of the CFD advanced by the City, the landowner(s) in the CFD, or any party related to any of the foregoing, as well as reimbursement of any costs advanced by the City, the landowner(s) in the CFD or any party related to any of the foregoing, for facilities, fees or other purposes or costs of the CFD.

SERVICES
The Services shown below ("services" shall have the meaning given to that term in the Mello-Roos Community Facilities Act of 1982) are proposed to be financed by the CFD, including all related administrative costs, expenses, and related reserves for replacement of vehicles, equipment, and facilities:
• Annual operation, maintenance, and servicing, including repair and replacement, of police, park and recreational facilities, open space facilities,

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B

landscaping facilities, street and street lighting facilities, flood and storm protection facilities and storm water treatment facilities. • To the extent not included in the prior paragraph, police, park and recreational services (excluding recreation program services), open space services, landscaping services, street and street lighting services, flood and storm protection services, and storm water treatment services. • Costs associated with the setting, levy, and collection of the Special Taxes; and
• Contingency costs, including a contingency and/or reserve for operating and capital reserves, as required by the City.

The Special Taxes may be collected and set aside in designated funds, collected over several years, and may be used by the City to fund future repairs, services and facilities described above as determined by the City.

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX C

APPENDIX C

BOUNDARY MAP

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 1
Ryan Industrial Ct
Old Crow Canyon Rd
Crow Canyon Rd
!(42
!(43
!(40 !(41
!(44
!(45
!(20
!(23
!(17
!(14
!( !(38
4 !(11
!(35
!(32
!(1
!(29
!(26
!(8
!(47
!(37
!(21
!(24
!(16
!(18
!(13
!(39
!(22
!(15
!(19
!(48
!(34
!(46
!(3 !(31
!(12
!(9
!(30
!(6
!(28
!(25
!(27
!(33
!(7
!(5
!(36
!(2
!(10
Legend
!( Reference Number
Parcel Lines
CFD No. 2014-1 Tax Zone No. 1
Reference
Number
Assessor
Parcel
Number
Reference
Number
Assessor
Parcel
Number
1 208-800-001 25 208-800-025
2 208-800-002 26 208-800-026
3 208-800-003 27 208-800-027
4 208-800-004 28 208-800-028
5 208-800-005 29 208-800-029
6 208-800-006 30 208-800-030
7 208-800-007 31 208-800-031
8 208-800-008 32 208-800-032
9 208-800-009 33 208-800-033
10 208-800-010 34 208-800-034
11 208-800-011 35 208-800-035
12 208-800-012 36 208-800-036
13 208-800-013 37 208-800-037
14 208-800-014 38 208-800-038
15 208-800-015 39 208-800-039
16 208-800-016 40 208-800-040
17 208-800-017 41 208-800-041
18 208-800-018 42 208-800-042
19 208-800-019 43 208-800-043
20 208-800-020 44 208-800-044
21 208-800-021 45 208-800-045
22 208-800-022 46 208-800-046
23 208-800-023 47 208-800-047
24 208-800-024 48 208-800-048
0 80
Feet
±

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX D

APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY

FISCAL YEAR

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY FISCAL YEAR Single-Family Parcels Condominiums or Townhomes Multi-Family Commercial Industrial Institutional Undeveloped Fiscal Year
Special
Tax Type
per
Residence
per
Residence per Unit per Acre per Acre per Acre per Acre
Facilities $100.00 $80.00 $60.00 $600.00 $600.00 $60.00 $150.00 Services $643.75 $515.00 $386.25 $3,862.50 $3,862.50 $386.25 $965.63 Total $743.75 $595.00 $446.25 $4,462.50 $4,462.50 $446.25 $1,115.63 Facilities $102.00 $81.60 $61.20 $618.51 $618.51 $61.85 $154.63 Services $669.50 $535.60 $401.70 $3,981.63 $3,981.63 $398.16 $995.41 Total $771.50 $617.20 $462.90 $4,600.14 $4,600.14 $460.01 $1,150.04 Facilities $104.04 $83.23 $62.42 $630.88 $630.88 $63.09 $157.72 Services $696.28 $557.02 $417.77 $4,061.26 $4,061.26 $406.12 $1,015.32 Total $800.32 $640.25 $480.19 $4,692.14 $4,692.14 $469.21 $1,173.04 Facilities $106.12 $84.89 $63.67 $646.43 $646.43 $64.64 $161.61 Services $724.13 $579.30 $434.48 $4,161.40 $4,161.40 $416.14 $1,040.35 Total $830.25 $664.19 $498.15 $4,807.83 $4,807.83 $480.78 $1,201.96 Facilities $108.24 $86.59 $64.94 $667.46 $667.46 $66.75 $166.86 Services $753.10 $602.47 $451.86 $4,296.77 $4,296.77 $429.67 $1,074.20 Total $861.34 $689.06 $516.80 $4,964.23 $4,964.23 $496.42 $1,241.06 Facilities $110.41 $88.33 $66.24 $693.99 $693.99 $69.40 $173.50 Services $783.22 $626.57 $469.94 $4,467.55 $4,467.55 $446.75 $1,116.89 Total $893.63 $714.90 $536.18 $5,161.54 $5,161.54 $516.15 $1,290.39 Facilities $112.62 $90.09 $67.57 $714.70 $714.70 $71.47 $178.67 Services $814.55 $651.64 $488.73 $4,600.86 $4,600.86 $460.09 $1,150.23 Total $927.17 $741.73 $556.30 $5,315.56 $5,315.56 $531.56 $1,328.90 Facilities $114.87 $91.90 $68.92 $728.99 $728.99 $72.90 $182.24 Services $847.13 $677.70 $508.28 $4,692.88 $4,692.88 $469.29 $1,173.23 Total $962.00 $769.60 $577.20 $5,421.87 $5,421.87 $542.19 $1,355.47 Facilities $117.17 $93.74 $70.30 $760.28 $760.28 $76.03 $190.07 Services $883.49 $706.79 $530.09 $4,894.30 $4,894.30 $489.43 $1,223.58 Total $1,000.66 $800.53 $600.39 $5,654.58 $5,654.58 $565.46 $1,413.65 Facilities $119.51 $95.61 $71.71 $818.03 $818.03 $81.80 $204.51 Services $950.60 $760.48 $570.36 $5,266.08 $5,266.08 $526.61 $1,316.53 Total $1,070.11 $856.09 $642.07 $6,084.11 $6,084.11 $608.41 $1,521.04 Facilities $121.90 $97.52 $73.14 $836.95 $836.95 $83.69 $209.24 Services $988.63 $790.90 $593.18 $5,387.86 $5,387.86 $538.79 $1,346.97 Total $1,110.53 $888.42 $666.32 $6,224.81 $6,224.81 $622.48 $1,556.21 2023-24
2020-21
Annual Special Tax Rates by Land Use by Fiscal Year
Non-Residential
2014-15
2015-16
2016-17
2019-20
2018-19
Residential
2017-18
2013-14
(Base
Year)
2021-22
2022-23

5.2.a
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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX E

APPENDIX E

SPECIAL TAX ROLL

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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-800-001 Condominium Yes Developed N/A 1 $888.42
208-800-002 Condominium Yes Developed N/A 1 $888.42
208-800-003 Condominium Yes Developed N/A 1 $888.42
208-800-004 Condominium Yes Developed N/A 1 $888.42
208-800-005 Condominium Yes Developed N/A 1 $888.42
208-800-006 Condominium Yes Developed N/A 1 $888.42
208-800-007 Condominium Yes Developed N/A 1 $888.42
208-800-008 Condominium Yes Developed N/A 1 $888.42
208-800-009 Condominium Yes Developed N/A 1 $888.42
208-800-010 Condominium Yes Developed N/A 1 $888.42
208-800-011 Condominium Yes Developed N/A 1 $888.42
208-800-012 Condominium Yes Developed N/A 1 $888.42
208-800-013 Condominium Yes Developed N/A 1 $888.42
208-800-014 Condominium Yes Developed N/A 1 $888.42
208-800-015 Condominium Yes Developed N/A 1 $888.42
208-800-016 Condominium Yes Developed N/A 1 $888.42
208-800-017 Condominium Yes Developed N/A 1 $888.42
208-800-018 Condominium Yes Developed N/A 1 $888.42
208-800-019 Condominium Yes Developed N/A 1 $888.42
208-800-020 Condominium Yes Developed N/A 1 $888.42
208-800-021 Condominium Yes Developed N/A 1 $888.42
208-800-022 Condominium Yes Developed N/A 1 $888.42
208-800-023 Condominium Yes Developed N/A 1 $888.42
208-800-024 Condominium Yes Developed N/A 1 $888.42
208-800-025 Condominium Yes Developed N/A 1 $888.42
208-800-026 Condominium Yes Developed N/A 1 $888.42
208-800-027 Condominium Yes Developed N/A 1 $888.42
208-800-028 Condominium Yes Developed N/A 1 $888.42
208-800-029 Condominium Yes Developed N/A 1 $888.42
208-800-030 Condominium Yes Developed N/A 1 $888.42
208-800-031 Condominium Yes Developed N/A 1 $888.42
208-800-032 Condominium Yes Developed N/A 1 $888.42
208-800-033 Condominium Yes Developed N/A 1 $888.42
208-800-034 Condominium Yes Developed N/A 1 $888.42
208-800-035 Condominium Yes Developed N/A 1 $888.42
208-800-036 Condominium Yes Developed N/A 1 $888.42
208-800-037 Condominium Yes Developed N/A 1 $888.42
208-800-038 Condominium Yes Developed N/A 1 $888.42
208-800-039 Condominium Yes Developed N/A 1 $888.42
208-800-040 Condominium Yes Developed N/A 1 $888.42
208-800-041 Condominium Yes Developed N/A 1 $888.42
208-800-042 Condominium Yes Developed N/A 1 $888.42
208-800-043 Condominium Yes Developed N/A 1 $888.42
208-800-044 Condominium Yes Developed N/A 1 $888.42
208-800-045 Condominium Yes Developed N/A 1 $888.42
208-800-046 Condominium Yes Developed N/A 1 $888.42
208-800-047 Condominium Yes Developed N/A 1 $888.42
208-800-048 Condominium Yes Developed N/A 1 $888.42
Total 48 $42,644.16

5.2.a
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Attachment: A: CFD 2014-1 (Tax Zone 1) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) Community FaciliƟes District No. 2014-1
Tax Zone No. 2
Fiscal Year 2023-24
Annual Report
November 1, 2024

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) TABLE OF CONTENTS i

TABLE OF CONTENTS
Page No.

Section I – Introduction.................................................................................................... 1 Section II – Revenues and Expenditures ........................................................................ 3 Section III – Status of Improvements and Services......................................................... 4 Section IV – Calculation of Special Tax Levy .................................................................. 5 Appendix A - Rate and Method of Apportionment of Special Tax Appendix B - List of Authorized Services
Appendix C - Boundary Map
Appendix D - Summary of Annual Special Tax Rates by Land Use by Fiscal Year Appendix E - Special Tax Roll

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION I 1 SECTION I

On November 14, 2017, Subdivisions 9443, 9455, 9456 and 9457 were annexed to the CFD and are located within Tax Zone No. 2. The special tax may be levied in Tax Zone No. 2 each fiscal year commencing with Fiscal Year 2018-19.

This report provides a detailed description of the process used to calculate annual special tax levies for the CFD. Tax Zone No. 2 special taxes are calculated according to the “Rate and Method of Apportionment of Special Tax” (RMA) (see Appendix “A”) as approved by the property owner when Tax Zone No. 2 was established.

BOUNDARIES OF THE CFD
All territory in Tax Zone No. 2 is shown on the recorded boundary map. The Boundary Map was recorded on November 21, 2017, in Book 86 of Maps of Assessments and Community Facilities Districts at Page 33, Document No. 2017-0219425-00 or as may be amended thereafter. See Appendix “C” for a map showing the boundaries of Tax Zone No. 2 within the CFD. Parcels exempted by law, parcels designated exclusively for landscaping, open space or common area use, or parcels considered unbuildable by the CFD Administrator are considered tax-exempt. All other parcels are subject to the annual special tax.

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION I 2 MAXIMUM ANNUAL SPECIAL TAX RATES
For Fiscal Year 2023-24, the maximum annual special tax rates by land use were as follows:

SERVICES FINANCED BY THE CFD
The full and complete list of authorized improvements and services can be found in Appendix “B”. The following is a summary of the items funded by the CFD:

Services
$908.66 per Residence
$726.92 per Residence
$545.20 per Unit
$5,172.47 per Acre
$5,172.47 per Acre
$517.25 per Acre
1 2
Services
$1,293.12 per Acre
1 Community Facilities District No. 2014-1
Fiscal Year 2023-24 Developed Maximum Special Tax Rates by Land Use Community Facilities District No. 2014-1
Fiscal Year 2023-24 Undeveloped Maximum Special Tax Rates Institutional2
Industrial2
Commercial2
Multi-Family1
Condominiums/Townhomes1
For Fiscal Year 2023-24, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 2.31% over the Fiscal Year 2022-23 rates, per the RMA.

For Fiscal Year 2023-24, the Services Special-Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 4.00% over the Fiscal Year 2022-23 rates, per the RMA.

Tax Zone No. 2
For Fiscal Year 2023-24, Services Special Tax Rate for Undeveloped parcels has been increased by 2.31% over the Fiscal Year 2022-23 rates, per the RMA.

Single-Family Parcels1
Undeveloped1
Tax Zone No. 2

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION II 3 SECTION II

REVENUES AND EXPENDITURES
The revenues are the special tax collections and interest earnings, if any, for Fiscal Year 2023-24. The costs are those expenditures that were funded in Fiscal Year 2023-24. The annual costs are composed of 1) maintenance, operations, and services costs, 2) administrative expenses, 3) prior year or anticipated current year delinquencies, and 4) collection for operating and capital reserves, if any.

Revenues:

Fund Balance as of June 30, 2023 $0
Special Tax Levy/Other Revenues $364,916
Interest Earnings $65
$364,981
Expenditures:

Admin. Expenses $3,701
Maintenance, Operation & Services Cost $361,280
Debt Service Payment $0
Anticipated Delinquencies $0
$364,981
Fund Balance as of June 30, 2024 $0
* Numbers in the table above may not foot due to rounding.

Special Tax Fund Revenues and Expenditures
Improvement Fund Revenues and Expenditures
No debt has been issued

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION III 4 SECTION III

STATUS OF IMPROVEMENTS AND SERVICES
The following is the status of the improvements and services financed within the CFD. • To date, the CFD has not financed the construction of any improvements. • Tax revenue generated by the CFD is currently paying a portion of the on-going public safety services within the CFD.

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION IV 5 SECTION IV

CALCULATION OF SPECIAL TAX LEVY

CLASSIFICATION OF PARCELS
Each fiscal year, each parcel of land within CFD Tax Zone No. 2 is classified as Taxable or Exempt Property. Taxable Properties are further classified as Developed Property or Undeveloped Property. Developed Property is further classified as Single-Family, Condominium/Townhome, Multi-Family, Commercial, Industrial or Institutional Property.

The Fiscal Year 2023-24 parcel classifications for taxable parcels within Tax Zone No. 2 are summarized below.

In Fiscal Year 2023-24, there was no undeveloped property in Tax Zone No. 2.

Number
of
Land Use Parcels
Developed Single-Family Parcels 256
Developed Condominium/Townhomes 182
Total 438
Services
$908.66 per Residence
$726.92 per Residence
$545.20 per Unit
$5,172.47 per Acre
$5,172.47 per Acre
$517.25 per Acre
1 2
Community Facilities District No. 2014-1
Fiscal Year 2023-24 Developed Maximum Special Tax Rates by Land Use Institutional2
Industrial2
Commercial2
Multi-Family1
Condominiums/Townhomes1
For Fiscal Year 2023-24, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 2.31% over the Fiscal Year 2022-23 rates, per the RMA.

For Fiscal Year 2023-24, the Services Special-Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 4.00% over the Fiscal Year 2022-23 rates, per the RMA.

Tax Zone No. 2
Single-Family Parcels1

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION IV 6 CURRENT ANNUAL CFD REVENUE
The Special Tax Requirement for Tax Zone No. 2 exceeds the amount generated by application of the Maximum Annual Special Tax; therefore, the Maximum Annual Special Tax was applied to each taxable parcel in Fiscal Year 2023-24.

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
(TAX ZONE NO. 2)

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

This Supplement No. 1 (Tax Zone No. 2) to Rate and Method of Apportionment of Special Tax (this “Supplement”) supplements the Rate and Method of Apportionment of Special Tax (the “Existing Rate and Method,” and together with the Supplement, the “Rate and Method”) for "City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services)" (the “CFD”) as it applies to the property designated as Tax Zone No. 2 (the “Tax Zone”) that is being annexed to the CFD for the purpose of financing certain municipal services (each of which is included in the definition of “Services," as applicable, as defined in "A Resolution of the City Council of the City of San Ramon Approving Formation of a Community Facilities District" adopted as Resolution No. 2014- 026 by the City Council of the City of San Ramon on February 25, 2014.

This Supplement supplements the Existing Rate and Method by adding new Sections C.1, C.2 and C.3 as described below. Sections C.1-C.3 of the Existing Rate and Method shall not apply to the Tax Zone. Except as expressly set forth in this Supplement, all provisions of the Existing Rate and Method shall govern the Tax Zone.

Capitalized terms that are used but not defined in this Supplement have the meaning given them in the Existing Rate and Method.

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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

“Administrative Expenses” means the following actual or reasonably estimated costs directly related to the administration of CFD No. 2014-1, whether by the City or any designee thereof or both; which includes but is not limited to, the costs of computing the Special Tax and preparing the annual Special Tax collection schedules, the costs of collecting the Special Taxes; the costs of remitting the Special Taxes to the Fiscal Agent; the fees and expenses of the Fiscal Agent (including its legal counsel) in the discharge of the duties required of it under the Fiscal Agent Agreement; the costs to the City, the CFD, or any designees thereof of complying with arbitrage rebate requirements, including without limitation, rebate liability costs and periodic rebate calculations; the costs to the City, the CFD, or obligated persons of complying with disclosure requirements associated with applicable federal and state securities laws and of the Act; the costs of any State reporting requirements; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs of the City, the CFD, or any designee thereof related to an appeal of the Special Tax; and the City’s annual administration fees and third party expenses. Administrative costs shall also include amounts estimated or advanced by the City or the CFD for any other administrative purposes of the CFD, including attorney’s fees and expenses, and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.
“Administrator” means an official of the City, or any designee thereof, responsible for determining the Special Tax Requirement and providing for the levy and collection of the Special Tax.
“Assessor’s Parcel” or “Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number.
“Assessor’s Parcel Map” means an official map of the County Assessor designating parcels by Assessor’s Parcel Number.
“Assessor’s Parcel Number” or “APN” means a unique number assigned to an Assessor’s Parcel by the County Assessor for purposes of identifying a property. “Authorized Facilities” means the public facilities and services authorized to be funded by CFD No. 2014-1 as set forth in the Resolution of Formation for the CFD. “Authorized Services” means the services authorized to be funded by CFD No. 2014- 1 as set forth in the Resolution of Formation for the CFD. “Bonds” means any bonds or other indebtedness of CFD No. 2014-1 issued under this Act.
“Building Permit” means a building permit having an improvement valuation over $50,000 for an improvement that will be occupied [used?] by a residential or nonresidential user. Building permits for the construction of ancillary structures such as fences, swimming pools, retaining walls, etc. are excluded.

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

“Calendar Year” means January 1 through December 31.
“CFD” or “CFD No. 2014-1” means the City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services).
“CFD Formation” means the adoption by the City Council of the Resolution of Formation to form CFD No. 2014-1.
“City” means the City of San Ramon.
“Commercial Parcel” means a Parcel designated by the County Assessor as having a commercial land use.
“Condominium or Townhome Parcel” means a Parcel designated by the County Assessor as having a condominium, townhome, cluster home and co-op land use. [this term is not used]
“Council” means the City Council of the City of San Ramon, acting as the legislative body of CFD No. 2014-1.
“County” means the County of Contra Costa.
“County Assessor” means the Contra Costa County Assessor. “Developed Property” means, in any Fiscal Year, all Parcels of Taxable Property for which a Building Permit was issued by the City on or prior to June 30 of the preceding Fiscal Year. In the absence of a Building Permit, any Parcel of Taxable Property shall be classified as Developed Property if it has been occupied by a residential or non-residential user on or prior to June 30 of the preceding fiscal year. “Exempt Parcel” means all Assessor Parcels Property used exclusively for landscaping, open space or common area or is considered unbuildable by the Administrator. “Final Map” means a final map approved by the City pursuant to the Subdivision Map Act (California Government Code Section 66410, et seq.) that creates individual lots on which a building permit can be issued for construction of residential units without further subdivision of the lots.
“Fiscal Agent” means the fiscal agent or trustee under the Fiscal Agent Agreement. “Fiscal Agent Agreement” means the indenture, fiscal agent agreement, resolution, or other instrument pursuant to which Bonds are issued, as modified, amended or supplemented from time to time.
“Fiscal Year” means the period starting on July 1 and ending on the following June 30.

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

“Industrial Parcel” means a Parcel designated by the County Assessor as having an industrial land use.
“Institutional Parcel” means a Parcel designated by the County Assessor as having an institutional land use.
“Maximum Special Tax” means the maximum Special Tax, determined in accordance with Section C, which can be levied in any Fiscal Year. “Multi-Family Parcel” means a Parcel designated by the County Assessor as having a multi-family residential land use which includes duplexes, triplexes, fourplexes and apartments.
“Proportionately” means, for Developed Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means, for Undeveloped Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Undeveloped Property.
“Public Property” means, for each Fiscal Year: any property within the boundaries of CFD No. 2014-1 that is owned by or irrevocably offered for dedication to the federal government, the State of California, the City, or any other public agency. “Residential Unit” means an individual single-family residential unit, condominium or townhome unit, or multi-family residential unit per the County Assessor. An Accessory Unit that shares a Parcel with a single-family detached unit shall be considered a separate Residential Unit for purposes of this RMA.
“RMA” means this Rate and Method of Apportionment of Special Tax. “Single-Family Parcel” means a Parcel designated by the County Assessor as having a single-family land use.
“Special Tax” means any tax levied within CFD No. 2014-1 to pay the Special Tax Requirement.
“Special Tax Requirement” means the amount of revenue needed in any Fiscal Year to pay for the following: (i) Authorized Facilities and Authorized Services; (ii) principal of and interest on the Bonds due in the Calendar Year which commences in such Fiscal Year, (iii) Administrative Expenses; and (iv) amounts needed to cure any delinquencies in the payment of Special Taxes which have occurred or, based on delinquency rates in prior years, may be expected to occur in the Fiscal Year in which the Special Tax will be collected.

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

The Assessor’s Parcels included within a new Tax Zone established when such Parcels are annexed to CFD No. 2014-1 shall be identified by Assessor’s Parcel Number in the Unanimous Approval Form that is signed by the owner(s) of the Parcels at the time of annexation.
“Unanimous Approval Form” means that form executed by the record owner of fee title to a Parcel or Parcels annexed into CFD No. 2014-1 that constitutes the property owner’s approval and unanimous vote in favor of annexing into CFD No. 2014-1, the levy of the Special Tax against his/her Parcel or Parcels pursuant to this RMA and the issuance of Bonds by the CFD.
“Undeveloped Property” means, in any Fiscal Year, all Parcels of Taxable Property in CFD No. 2014-1 that are not Developed Property.

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

Parcel, then applying the sum of the individual Special Taxes to the Parcel that was subdivided by recordation of the Final Map or parcel map.

C. MAXIMUM SPECIAL TAXES

1. Developed Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Developed Property within Tax Zone No. 2 shall be as follows:

2. Undeveloped Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Undeveloped Property within Tax Zone No. 2 are shown below.

For Fiscal Year 2018-19 and on, the Services Special Tax Rate for Undeveloped parcels shown in the table above will increase by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Facilities Services Total
Single Family Parcels 1 $0.00 $692.18 $692.18 per Residence Condominiums or Townhomes 1 $0.00 $553.74 $553.74 per Residence Multi-Family 1 $0.00 $415.31 $415.31 per Unit
Commercial 2 $0.00 $4,153.08 $4,153.08 per Acre
Industrial 2 $0.00 $4,153.08 $4,153.08 per Acre
Institutional 2 $0.00 $415.31 $415.31 per Acre
1 2
Community Facilities District No. 2014-1
The Maximum Services Special Tax on Taxable Public Property shall be the Maximum Special Tax for its use at the time it became Public Property.

Tax Zone No. 2
Fiscal Year 2017-18 Developed Maximum Special Tax Rate by Land Use For Fiscal Year 2018-19 and on, the Services Special Tax Rate for Single Family, Condominium/ Townhomes and Multi-Family parcels shown in the table above will increase by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of four (4.00%) compounded annually.

For Fiscal Year 2018-19 and on, the Services Special Tax Rate for Commercial, Industrial and Institutional parcels shown in the table above will increase by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Facilities Services Total
Undeveloped1 $0.00 $1,038.27 $1,038.27 per Acre
1 Community Facilities District No. 2014-1
Fiscal Year 2017-18 Undeveloped Maximum Special Tax Rate For Fiscal Year 2018-19 and on, the Services Special Tax Rate for Undeveloped parcels shown in the table above will increase by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Tax Zone No. 2

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

3. Escalation of Maximum Special Tax
The Maximum Services Special Tax shall automatically increase without further action by the City Council.

Under no circumstances may the Facilities Special Tax on a Parcel in residential use be increased in any Fiscal Year as a consequence of delinquency or default in payment of the Facilities Special Tax levied on another Parcel or Parcels by more than ten percent (10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

principal and interest on Bonds have been repaid, costs of constructing or acquiring Authorized Facilities from Facilities Special Tax proceeds have been paid, and all Administrative Expenses related to the Facilities Special Tax have been paid or reimbursed.

G. REPEAL OF THE SPECIAL TAX
If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Parcels in CFD No. 2014-1, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the Authorized Facilities and Authorized Services for which the Special Tax was levied. The obligations to provide the Authorized Facilities and Authorized Services previously funded by the repealed Special Tax shall become the obligations of any property owners of Parcels established within CFD No. 2014-1, and if there is no such association, they shall become the joint obligations of the property owners of Parcels within CFD No. 2014-1 in proportion to the number of Parcels owned by each such owner to the total number of Parcels within CFD No. 2014-1.

5.2.b
Packet Pg. 54
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX B

APPENDIX B

LIST OF AUTHORIZED SERVICES

5.2.b
Packet Pg. 55
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX B

DESCRIPTION OF SERVICES TO BE FINANCED BY THE CFD
The Services shown below ("services" shall have the meaning given to that term in the Mello-Roos Community Facilities Act of 1982) are proposed to be financed by the CFD, including all related administrative costs, expenses, and related reserves for replacement of vehicles, equipment, and facilities:
• Annual operation, maintenance, and servicing, including repair and replacement, of police, park and recreational facilities, open space facilities, landscaping facilities, street and street lighting facilities, flood and storm protection facilities and storm water treatment facilities. • To the extent not included in the prior paragraph, police, park and recreational services (excluding recreation program services), open space services, landscaping services, street and street lighting services, flood and storm protection services, and storm water treatment services. • Costs associated with the setting, levy, and collection of the Special Taxes; and
• Contingency costs, including a contingency and/or reserve for operating and capital reserves, as required by the City.

5.2.b
Packet Pg. 56
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX C

APPENDIX C

BOUNDARY MAP

5.2.b
Packet Pg. 57
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 1
Ryan Industrial Ct
Old Crow Canyon Rd
Crow Canyon Rd
!(42
!(43
!(40 !(41
!(44
!(45
!(20
!(23
!(17
!(14
!( !(38
4 !(11
!(35
!(32
!(1
!(29
!(26
!(8
!(47
!(37
!(21
!(24
!(16
!(18
!(13
!(39
!(22
!(15
!(19
!(48
!(34
!(46
!(3 !(31
!(12
!(9
!(30
!(6
!(28
!(25
!(27
!(33
!(7
!(5
!(36
!(2
!(10
Legend
!( Reference Number
Parcel Lines
CFD No. 2014-1 Tax Zone No. 1
Reference
Number
Assessor
Parcel
Number
Reference
Number
Assessor
Parcel
Number
1 208-800-001 25 208-800-025
2 208-800-002 26 208-800-026
3 208-800-003 27 208-800-027
4 208-800-004 28 208-800-028
5 208-800-005 29 208-800-029
6 208-800-006 30 208-800-030
7 208-800-007 31 208-800-031
8 208-800-008 32 208-800-032
9 208-800-009 33 208-800-033
10 208-800-010 34 208-800-034
11 208-800-011 35 208-800-035
12 208-800-012 36 208-800-036
13 208-800-013 37 208-800-037
14 208-800-014 38 208-800-038
15 208-800-015 39 208-800-039
16 208-800-016 40 208-800-040
17 208-800-017 41 208-800-041
18 208-800-018 42 208-800-042
19 208-800-019 43 208-800-043
20 208-800-020 44 208-800-044
21 208-800-021 45 208-800-045
22 208-800-022 46 208-800-046
23 208-800-023 47 208-800-047
24 208-800-024 48 208-800-048
0 80
Feet
±

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX D

APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY

FISCAL YEAR

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX D

5.2.b
Packet Pg. 60
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

APPENDIX E

SPECIAL TAX ROLL

5.2.b
Packet Pg. 61
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-820-001 Single Family Home Yes Developed 0.118 1 $908.66 208-820-002 Single Family Home Yes Developed 0.114 1 $908.66 208-820-003 Single Family Home Yes Developed 0.114 1 $908.66 208-820-004 Single Family Home Yes Developed 0.114 1 $908.66 208-820-005 Single Family Home Yes Developed 0.126 1 $908.66 208-820-006 Single Family Home Yes Developed 0.126 1 $908.66 208-820-007 Single Family Home Yes Developed 0.121 1 $908.66 208-820-008 Single Family Home Yes Developed 0.122 1 $908.66 208-820-009 Single Family Home Yes Developed 0.119 1 $908.66 208-820-010 Single Family Home Yes Developed 0.114 1 $908.66 208-820-011 Single Family Home Yes Developed 0.126 1 $908.66 208-820-012 Single Family Home Yes Developed 0.143 1 $908.66 208-820-013 Single Family Home Yes Developed 0.124 1 $908.66 208-820-014 Single Family Home Yes Developed 0.116 1 $908.66 208-820-015 Single Family Home Yes Developed 0.126 1 $908.66 208-820-016 Single Family Home Yes Developed 0.127 1 $908.66 208-820-017 Single Family Home Yes Developed 0.127 1 $908.66 208-820-018 Single Family Home Yes Developed 0.118 1 $908.66 208-820-019 Single Family Home Yes Developed 0.114 1 $908.66 208-820-020 Single Family Home Yes Developed 0.114 1 $908.66 208-820-021 Single Family Home Yes Developed 0.144 1 $908.66 208-820-022 Single Family Home Yes Developed 0.155 1 $908.66 208-820-023 Single Family Home Yes Developed 0.264 1 $908.66 208-820-024 Single Family Home Yes Developed 0.127 1 $908.66 208-820-025 Single Family Home Yes Developed 0.135 1 $908.66 208-820-026 Single Family Home Yes Developed 0.138 1 $908.66 208-820-027 Single Family Home Yes Developed 0.142 1 $908.66 208-820-028 Single Family Home Yes Developed 0.140 1 $908.66 208-820-029 Single Family Home Yes Developed 0.141 1 $908.66 208-820-030 Single Family Home Yes Developed 0.152 1 $908.66 208-820-031 Single Family Home Yes Developed 0.136 1 $908.66 208-820-032 Single Family Home Yes Developed 0.122 1 $908.66 208-820-033 Single Family Home Yes Developed 0.149 1 $908.66 208-820-034 Single Family Home Yes Developed 0.177 1 $908.66 208-820-035 Single Family Home Yes Developed 0.205 1 $908.66 208-820-036 Single Family Home Yes Developed 0.288 1 $908.66 208-820-037 Single Family Home Yes Developed 0.111 1 $908.66 208-820-038 Single Family Home Yes Developed 0.091 1 $908.66 208-820-039 Single Family Home Yes Developed 0.092 1 $908.66 208-820-040 Single Family Home Yes Developed 0.093 1 $908.66 208-820-041 Single Family Home Yes Developed 0.094 1 $908.66 208-820-042 Single Family Home Yes Developed 0.079 1 $908.66 208-820-043 Single Family Home Yes Developed 0.079 1 $908.66 208-820-044 Single Family Home Yes Developed 0.079 1 $908.66 208-820-045 Single Family Home Yes Developed 0.079 1 $908.66 208-820-046 Single Family Home Yes Developed 0.081 1 $908.66 208-820-047 Single Family Home Yes Developed 0.112 1 $908.66 208-820-048 Single Family Home Yes Developed 0.106 1 $908.66 208-820-049 Single Family Home Yes Developed 0.089 1 $908.66 208-820-050 Single Family Home Yes Developed 0.087 1 $908.66 208-820-051 Single Family Home Yes Developed 0.084 1 $908.66 208-820-052 Single Family Home Yes Developed 0.082 1 $908.66 208-820-053 Single Family Home Yes Developed 0.082 1 $908.66 208-820-054 Single Family Home Yes Developed 0.082 1 $908.66 208-820-055 Single Family Home Yes Developed 0.084 1 $908.66 208-820-056 Single Family Home Yes Developed 0.088 1 $908.66

5.2.b
Packet Pg. 62
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-820-057 Single Family Home Yes Developed 0.085 1 $908.66 208-820-058 Single Family Home Yes Developed 0.094 1 $908.66 208-820-059 Single Family Home Yes Developed 0.095 1 $908.66 208-820-060 Single Family Home Yes Developed 0.173 1 $908.66 208-820-061 Single Family Home Yes Developed 0.111 1 $908.66 208-820-062 Single Family Home Yes Developed 0.101 1 $908.66 208-820-063 Single Family Home Yes Developed 0.094 1 $908.66 208-820-064 Single Family Home Yes Developed 0.085 1 $908.66 208-820-065 Single Family Home Yes Developed 0.081 1 $908.66 208-820-066 Single Family Home Yes Developed 0.082 1 $908.66 208-820-067 Single Family Home Yes Developed 0.103 1 $908.66 208-820-068 Single Family Home Yes Developed 0.12 1 $908.66 208-820-069 Single Family Home Yes Developed 0.092 1 $908.66 208-820-070 Single Family Home Yes Developed 0.091 1 $908.66 208-820-071 Single Family Home Yes Developed 0.091 1 $908.66 208-820-072 Single Family Home Yes Developed 0.091 1 $908.66 208-820-073 Single Family Home Yes Developed 0.091 1 $908.66 208-820-074 Single Family Home Yes Developed 0.091 1 $908.66 208-820-075 Single Family Home Yes Developed 0.091 1 $908.66 208-820-076 Single Family Home Yes Developed 0.107 1 $908.66 208-820-077 Single Family Home Yes Developed 0.086 1 $908.66 208-820-078 Single Family Home Yes Developed 0.073 1 $908.66 208-820-079 Single Family Home Yes Developed 0.073 1 $908.66 208-820-080 Single Family Home Yes Developed 0.073 1 $908.66 208-820-081 Single Family Home Yes Developed 0.073 1 $908.66 208-820-082 Single Family Home Yes Developed 0.073 1 $908.66 208-820-083 Single Family Home Yes Developed 0.073 1 $908.66 208-820-084 Single Family Home Yes Developed 0.073 1 $908.66 208-820-085 Single Family Home Yes Developed 0.073 1 $908.66 208-820-086 Single Family Home Yes Developed 0.096 1 $908.66 208-820-087 Single Family Home Yes Developed 0.091 1 $908.66 208-820-088 Single Family Home Yes Developed 0.091 1 $908.66 208-820-089 Single Family Home Yes Developed 0.091 1 $908.66 208-820-090 Single Family Home Yes Developed 0.091 1 $908.66 208-820-091 Single Family Home Yes Developed 0.091 1 $908.66 208-820-092 Single Family Home Yes Developed 0.091 1 $908.66 208-820-093 Single Family Home Yes Developed 0.091 1 $908.66 208-820-094 Single Family Home Yes Developed 0.091 1 $908.66 208-820-095 Single Family Home Yes Developed 0.091 1 $908.66 208-820-096 Single Family Home Yes Developed 0.109 1 $908.66 208-820-097 Single Family Home Yes Developed 0.086 1 $908.66 208-820-098 Single Family Home Yes Developed 0.073 1 $908.66 208-820-099 Single Family Home Yes Developed 0.073 1 $908.66 208-820-100 Single Family Home Yes Developed 0.073 1 $908.66 208-820-101 Single Family Home Yes Developed 0.073 1 $908.66 208-820-102 Single Family Home Yes Developed 0.073 1 $908.66 208-820-103 Single Family Home Yes Developed 0.073 1 $908.66 208-820-104 Single Family Home Yes Developed 0.073 1 $908.66 208-820-105 Single Family Home Yes Developed 0.073 1 $908.66 208-820-106 Single Family Home Yes Developed 0.073 1 $908.66 208-820-107 Single Family Home Yes Developed 0.075 1 $908.66 208-820-108 Single Family Home Yes Developed 0.079 1 $908.66 208-830-001 Single Family Home Yes Developed 0.114 1 $908.66 208-830-002 Single Family Home Yes Developed 0.114 1 $908.66 208-830-003 Single Family Home Yes Developed 0.114 1 $908.66 208-830-004 Single Family Home Yes Developed 0.114 1 $908.66

5.2.b
Packet Pg. 63
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-830-005 Single Family Home Yes Developed 0.114 1 $908.66 208-830-006 Single Family Home Yes Developed 0.114 1 $908.66 208-830-007 Single Family Home Yes Developed 0.123 1 $908.66 208-830-008 Single Family Home Yes Developed 0.141 1 $908.66 208-830-009 Single Family Home Yes Developed 0.085 1 $908.66 208-830-010 Single Family Home Yes Developed 0.052 1 $908.66 208-830-011 Single Family Home Yes Developed 0.077 1 $908.66 208-830-012 Single Family Home Yes Developed 0.067 1 $908.66 208-830-013 Single Family Home Yes Developed 0.056 1 $908.66 208-830-014 Single Family Home Yes Developed 0.047 1 $908.66 208-830-015 Single Family Home Yes Developed 0.073 1 $908.66 208-830-016 Single Family Home Yes Developed 0.065 1 $908.66 208-830-017 Single Family Home Yes Developed 0.053 1 $908.66 208-830-018 Single Family Home Yes Developed 0.09 1 $908.66 208-830-019 Single Family Home Yes Developed 0.08 1 $908.66 208-830-020 Single Family Home Yes Developed 0.057 1 $908.66 208-830-021 Single Family Home Yes Developed 0.051 1 $908.66 208-830-022 Single Family Home Yes Developed 0.054 1 $908.66 208-830-023 Single Family Home Yes Developed 0.078 1 $908.66 208-830-024 Single Family Home Yes Developed 0.093 1 $908.66 208-830-025 Single Family Home Yes Developed 0.066 1 $908.66 208-830-026 Single Family Home Yes Developed 0.059 1 $908.66 208-830-027 Single Family Home Yes Developed 0.098 1 $908.66 208-830-028 Single Family Home Yes Developed 0.083 1 $908.66 208-830-029 Single Family Home Yes Developed 0.055 1 $908.66 208-830-030 Single Family Home Yes Developed 0.11 1 $908.66 208-830-031 Single Family Home Yes Developed 0.122 1 $908.66 208-830-032 Single Family Home Yes Developed 0.067 1 $908.66 208-830-033 Single Family Home Yes Developed 0.101 1 $908.66 208-840-001 Single Family Home Yes Developed 0.278 1 $908.66 208-840-002 Single Family Home Yes Developed 0.17 1 $908.66 208-840-003 Single Family Home Yes Developed 0.131 1 $908.66 208-840-004 Single Family Home Yes Developed 0.115 1 $908.66 208-840-005 Single Family Home Yes Developed 0.123 1 $908.66 208-840-006 Single Family Home Yes Developed 0.14 1 $908.66 208-840-007 Single Family Home Yes Developed 0.157 1 $908.66 208-840-008 Single Family Home Yes Developed 0.152 1 $908.66 208-840-009 Single Family Home Yes Developed 0.117 1 $908.66 208-840-010 Single Family Home Yes Developed 0.146 1 $908.66 208-840-011 Single Family Home Yes Developed 0.145 1 $908.66 208-840-012 Single Family Home Yes Developed 0.116 1 $908.66 208-840-013 Single Family Home Yes Developed 0.114 1 $908.66 208-840-014 Single Family Home Yes Developed 0.114 1 $908.66 208-840-015 Single Family Home Yes Developed 0.114 1 $908.66 208-840-016 Single Family Home Yes Developed 0.115 1 $908.66 208-840-017 Single Family Home Yes Developed 0.129 1 $908.66 208-840-018 Single Family Home Yes Developed 0.142 1 $908.66 208-840-019 Single Family Home Yes Developed 0.115 1 $908.66 208-840-020 Single Family Home Yes Developed 0.115 1 $908.66 208-840-021 Single Family Home Yes Developed 0.122 1 $908.66 208-840-022 Single Family Home Yes Developed 0.127 1 $908.66 208-840-023 Single Family Home Yes Developed 0.135 1 $908.66 208-840-024 Single Family Home Yes Developed 0.144 1 $908.66 208-840-025 Single Family Home Yes Developed 0.141 1 $908.66 208-840-026 Single Family Home Yes Developed 0.16 1 $908.66 208-840-027 Single Family Home Yes Developed 0.129 1 $908.66

5.2.b
Packet Pg. 64
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-840-028 Single Family Home Yes Developed 0.114 1 $908.66 208-840-029 Single Family Home Yes Developed 0.114 1 $908.66 208-840-030 Single Family Home Yes Developed 0.114 1 $908.66 208-840-031 Single Family Home Yes Developed 0.114 1 $908.66 208-840-032 Single Family Home Yes Developed 0.081 1 $908.66 208-840-033 Single Family Home Yes Developed 0.055 1 $908.66 208-840-034 Single Family Home Yes Developed 0.111 1 $908.66 208-840-035 Single Family Home Yes Developed 0.129 1 $908.66 208-840-036 Single Family Home Yes Developed 0.065 1 $908.66 208-840-037 Single Family Home Yes Developed 0.096 1 $908.66 208-840-038 Single Family Home Yes Developed 0.081 1 $908.66 208-840-039 Single Family Home Yes Developed 0.053 1 $908.66 208-840-040 Single Family Home Yes Developed 0.112 1 $908.66 208-840-041 Single Family Home Yes Developed 0.053 1 $908.66 208-840-042 Single Family Home Yes Developed 0.056 1 $908.66 208-840-043 Single Family Home Yes Developed 0.081 1 $908.66 208-840-044 Single Family Home Yes Developed 0.085 1 $908.66 208-840-045 Single Family Home Yes Developed 0.049 1 $908.66 208-840-046 Single Family Home Yes Developed 0.097 1 $908.66 208-840-047 Single Family Home Yes Developed 0.091 1 $908.66 208-840-048 Single Family Home Yes Developed 0.057 1 $908.66 208-840-049 Single Family Home Yes Developed 0.049 1 $908.66 208-840-050 Single Family Home Yes Developed 0.078 1 $908.66 208-840-051 Single Family Home Yes Developed 0.061 1 $908.66 208-840-052 Single Family Home Yes Developed 0.08 1 $908.66 208-840-053 Single Family Home Yes Developed 0.085 1 $908.66 208-840-054 Single Family Home Yes Developed 0.058 1 $908.66 208-840-055 Single Family Home Yes Developed 0.102 1 $908.66 208-840-056 Single Family Home Yes Developed 0.11 1 $908.66 208-840-057 Single Family Home Yes Developed 0.062 1 $908.66 208-840-058 Single Family Home Yes Developed 0.091 1 $908.66 208-840-059 Single Family Home Yes Developed 0.084 1 $908.66 208-840-060 Single Family Home Yes Developed 0.063 1 $908.66 208-840-061 Single Family Home Yes Developed 0.058 1 $908.66 208-840-062 Single Family Home Yes Developed 0.07 1 $908.66 208-840-063 Single Family Home Yes Developed 0.082 1 $908.66 208-840-064 Single Family Home Yes Developed 0.058 1 $908.66 208-840-065 Single Family Home Yes Developed 0.056 1 $908.66 208-840-066 Single Family Home Yes Developed 0.129 1 $908.66 208-840-067 Single Family Home Yes Developed 0.096 1 $908.66 208-840-068 Single Family Home Yes Developed 0.061 1 $908.66 208-840-069 Single Family Home Yes Developed 0.092 1 $908.66 208-850-001 Single Family Home Yes Developed 0.139 1 $908.66 208-850-002 Single Family Home Yes Developed 0.139 1 $908.66 208-850-003 Single Family Home Yes Developed 0.136 1 $908.66 208-850-004 Single Family Home Yes Developed 0.14 1 $908.66 208-850-005 Single Family Home Yes Developed 0.127 1 $908.66 208-850-006 Single Family Home Yes Developed 0.141 1 $908.66 208-850-007 Single Family Home Yes Developed 0.128 1 $908.66 208-850-008 Single Family Home Yes Developed 0.126 1 $908.66 208-850-009 Single Family Home Yes Developed 0.138 1 $908.66 208-850-010 Single Family Home Yes Developed 0.131 1 $908.66 208-850-011 Single Family Home Yes Developed 0.12 1 $908.66 208-850-012 Single Family Home Yes Developed 0.119 1 $908.66 208-850-013 Single Family Home Yes Developed 0.141 1 $908.66 208-850-014 Single Family Home Yes Developed 0.154 1 $908.66

5.2.b
Packet Pg. 65
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-850-015 Single Family Home Yes Developed 0.131 1 $908.66 208-850-016 Single Family Home Yes Developed 0.122 1 $908.66 208-850-017 Single Family Home Yes Developed 0.153 1 $908.66 208-850-018 Single Family Home Yes Developed 0.114 1 $908.66 208-850-019 Single Family Home Yes Developed 0.216 1 $908.66 208-850-020 Single Family Home Yes Developed 0.155 1 $908.66 208-850-021 Single Family Home Yes Developed 0.139 1 $908.66 208-850-022 Single Family Home Yes Developed 0.162 1 $908.66 208-850-023 Single Family Home Yes Developed 0.178 1 $908.66 208-850-024 Single Family Home Yes Developed 0.147 1 $908.66 208-850-025 Single Family Home Yes Developed 0.116 1 $908.66 208-850-026 Single Family Home Yes Developed 0.115 1 $908.66 208-850-027 Single Family Home Yes Developed 0.124 1 $908.66 208-850-028 Single Family Home Yes Developed 0.129 1 $908.66 208-850-029 Single Family Home Yes Developed 0.133 1 $908.66 208-850-030 Single Family Home Yes Developed 0.152 1 $908.66 208-850-031 Single Family Home Yes Developed 0.191 1 $908.66 208-850-032 Single Family Home Yes Developed 0.119 1 $908.66 208-850-033 Single Family Home Yes Developed 0.125 1 $908.66 208-850-034 Single Family Home Yes Developed 0.134 1 $908.66 208-850-035 Single Family Home Yes Developed 0.235 1 $908.66 208-850-036 Single Family Home Yes Developed 0.147 1 $908.66 208-850-037 Single Family Home Yes Developed 0.201 1 $908.66 208-850-038 Single Family Home Yes Developed 0.135 1 $908.66 208-850-039 Single Family Home Yes Developed 0.14 1 $908.66 208-850-040 Single Family Home Yes Developed 0.114 1 $908.66 208-850-041 Single Family Home Yes Developed 0.114 1 $908.66 208-850-042 Single Family Home Yes Developed 0.115 1 $908.66 208-850-043 Single Family Home Yes Developed 0.147 1 $908.66 208-850-044 Single Family Home Yes Developed 0.129 1 $908.66 208-850-045 Single Family Home Yes Developed 0.124 1 $908.66 208-850-046 Single Family Home Yes Developed 0.159 1 $908.66 208-860-029 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-030 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-031 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-032 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-033 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-034 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-035 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-036 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-037 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-038 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-039 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-040 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-042 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-043 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-044 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-045 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-046 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-047 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-048 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-049 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-050 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-051 Condominiums/Townhomes Yes Developed N/A 1 $726.92 208-860-053 Condominiums/Townhomes Yes Developed 0.044 1 $726.92 208-860-054 Condominiums/Townhomes Yes Developed 0.044 1 $726.92

5.2.b
Packet Pg. 66
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-860-055 Condominiums/Townhomes Yes Developed 0.044 1 $726.92 208-860-056 Condominiums/Townhomes Yes Developed 0.044 1 $726.92 208-860-057 Condominiums/Townhomes Yes Developed 0.044 1 $726.92 208-860-058 Condominiums/Townhomes Yes Developed 0.044 1 $726.92 208-860-059 Condominiums/Townhomes Yes Developed 0.044 1 $726.92 208-860-060 Condominiums/Townhomes Yes Developed 0.044 1 $726.92 208-860-061 Condominiums/Townhomes Yes Developed 0.044 1 $726.92 208-860-062 Condominiums/Townhomes Yes Developed 0.044 1 $726.92 208-860-064 Condominiums/Townhomes Yes Developed 0.045 1 $726.92 208-860-065 Condominiums/Townhomes Yes Developed 0.045 1 $726.92 208-860-066 Condominiums/Townhomes Yes Developed 0.045 1 $726.92 208-860-067 Condominiums/Townhomes Yes Developed 0.045 1 $726.92 208-860-068 Condominiums/Townhomes Yes Developed 0.045 1 $726.92 208-860-069 Condominiums/Townhomes Yes Developed 0.045 1 $726.92 208-860-070 Condominiums/Townhomes Yes Developed 0.045 1 $726.92 208-860-071 Condominiums/Townhomes Yes Developed 0.045 1 $726.92 208-860-072 Condominiums/Townhomes Yes Developed 0.045 1 $726.92 208-860-073 Condominiums/Townhomes Yes Developed 0.045 1 $726.92 208-860-075 Condominiums/Townhomes Yes Developed 0.056 1 $726.92 208-860-076 Condominiums/Townhomes Yes Developed 0.056 1 $726.92 208-860-077 Condominiums/Townhomes Yes Developed 0.056 1 $726.92 208-860-078 Condominiums/Townhomes Yes Developed 0.056 1 $726.92 208-860-079 Condominiums/Townhomes Yes Developed 0.056 1 $726.92 208-860-080 Condominiums/Townhomes Yes Developed 0.056 1 $726.92 208-860-081 Condominiums/Townhomes Yes Developed 0.056 1 $726.92 208-860-082 Condominiums/Townhomes Yes Developed 0.056 1 $726.92 208-860-083 Condominiums/Townhomes Yes Developed 0.056 1 $726.92 208-860-084 Condominiums/Townhomes Yes Developed 0.056 1 $726.92 208-860-086 Condominiums/Townhomes Yes Developed 0.048 1 $726.92 208-860-087 Condominiums/Townhomes Yes Developed 0.048 1 $726.92 208-860-088 Condominiums/Townhomes Yes Developed 0.048 1 $726.92 208-860-089 Condominiums/Townhomes Yes Developed 0.048 1 $726.92 208-860-090 Condominiums/Townhomes Yes Developed 0.048 1 $726.92 208-860-091 Condominiums/Townhomes Yes Developed 0.048 1 $726.92 208-860-092 Condominiums/Townhomes Yes Developed 0.048 1 $726.92 208-860-093 Condominiums/Townhomes Yes Developed 0.048 1 $726.92 208-860-094 Condominiums/Townhomes Yes Developed 0.048 1 $726.92 208-860-095 Condominiums/Townhomes Yes Developed 0.048 1 $726.92 208-860-097 Condominiums/Townhomes Yes Developed 0.052 1 $726.92 208-860-098 Condominiums/Townhomes Yes Developed 0.049 1 $726.92 208-860-099 Condominiums/Townhomes Yes Developed 0.043 1 $726.92 208-860-100 Condominiums/Townhomes Yes Developed 0.043 1 $726.92 208-860-101 Condominiums/Townhomes Yes Developed 0.062 1 $726.92 208-860-102 Condominiums/Townhomes Yes Developed 0.052 1 $726.92 208-860-103 Condominiums/Townhomes Yes Developed 0.049 1 $726.92 208-860-104 Condominiums/Townhomes Yes Developed 0.042 1 $726.92 208-860-105 Condominiums/Townhomes Yes Developed 0.042 1 $726.92 208-860-106 Condominiums/Townhomes Yes Developed 0.062 1 $726.92 208-860-108 Condominiums/Townhomes Yes Developed 0.052 1 $726.92 208-860-109 Condominiums/Townhomes Yes Developed 0.049 1 $726.92 208-860-110 Condominiums/Townhomes Yes Developed 0.043 1 $726.92 208-860-111 Condominiums/Townhomes Yes Developed 0.043 1 $726.92 208-860-112 Condominiums/Townhomes Yes Developed 0.062 1 $726.92 208-860-113 Condominiums/Townhomes Yes Developed 0.052 1 $726.92 208-860-114 Condominiums/Townhomes Yes Developed 0.049 1 $726.92 208-860-115 Condominiums/Townhomes Yes Developed 0.042 1 $726.92

5.2.b
Packet Pg. 67
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-860-116 Condominiums/Townhomes Yes Developed 0.042 1 $726.92 208-860-117 Condominiums/Townhomes Yes Developed 0.062 1 $726.92 208-860-119 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-120 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-121 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-122 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-123 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-124 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-126 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-127 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-128 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-129 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-130 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-131 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-133 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-134 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-135 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-136 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-137 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-138 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-139 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-140 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-141 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-142 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-143 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-144 Condominiums/Townhomes Yes Developed 0.046 1 $726.92 208-860-146 Condominiums/Townhomes Yes Developed 0.079 1 $726.92 208-860-147 Condominiums/Townhomes Yes Developed 0.079 1 $726.92 208-860-148 Condominiums/Townhomes Yes Developed 0.079 1 $726.92 208-860-149 Condominiums/Townhomes Yes Developed 0.079 1 $726.92 208-860-150 Condominiums/Townhomes Yes Developed 0.079 1 $726.92 208-860-151 Condominiums/Townhomes Yes Developed 0.079 1 $726.92 208-860-153 Condominiums/Townhomes Yes Developed 0.058 1 $726.92 208-860-154 Condominiums/Townhomes Yes Developed 0.058 1 $726.92 208-860-155 Condominiums/Townhomes Yes Developed 0.058 1 $726.92 208-860-156 Condominiums/Townhomes Yes Developed 0.058 1 $726.92 208-860-157 Condominiums/Townhomes Yes Developed 0.058 1 $726.92 208-860-158 Condominiums/Townhomes Yes Developed 0.058 1 $726.92 208-860-159 Condominiums/Townhomes Yes Developed 0.058 1 $726.92 208-860-160 Condominiums/Townhomes Yes Developed 0.058 1 $726.92 208-860-161 Condominiums/Townhomes Yes Developed 0.058 1 $726.92 208-860-162 Condominiums/Townhomes Yes Developed 0.058 1 $726.92 208-860-164 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-165 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-166 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-167 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-168 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-169 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-171 Condominiums/Townhomes Yes Developed 0.038 1 $726.92 208-860-172 Condominiums/Townhomes Yes Developed 0.040 1 $726.92 208-860-173 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-174 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-175 Condominiums/Townhomes Yes Developed 0.040 1 $726.92 208-860-176 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-860-179 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-860-180 Condominiums/Townhomes Yes Developed 0.040 1 $726.92

5.2.b
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Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-860-181 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-182 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-183 Condominiums/Townhomes Yes Developed 0.040 1 $726.92 208-860-184 Condominiums/Townhomes Yes Developed 0.038 1 $726.92 208-860-186 Condominiums/Townhomes Yes Developed 0.038 1 $726.92 208-860-187 Condominiums/Townhomes Yes Developed 0.040 1 $726.92 208-860-188 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-189 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-190 Condominiums/Townhomes Yes Developed 0.040 1 $726.92 208-860-191 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-860-192 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-860-193 Condominiums/Townhomes Yes Developed 0.040 1 $726.92 208-860-194 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-195 Condominiums/Townhomes Yes Developed 0.057 1 $726.92 208-860-196 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-860-197 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-001 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-002 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-003 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-004 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-005 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-006 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-007 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-008 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-009 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-010 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-011 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-012 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-014 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-015 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-016 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-017 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-018 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-019 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-020 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-021 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-022 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-023 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-024 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-025 Condominiums/Townhomes Yes Developed 0.039 1 $726.92 208-870-027 Condominiums/Townhomes Yes Developed 0.059 1 $726.92 208-870-028 Condominiums/Townhomes Yes Developed 0.059 1 $726.92 208-870-029 Condominiums/Townhomes Yes Developed 0.059 1 $726.92 208-870-030 Condominiums/Townhomes Yes Developed 0.059 1 $726.92 208-870-031 Condominiums/Townhomes Yes Developed 0.059 1 $726.92 208-870-032 Condominiums/Townhomes Yes Developed 0.059 1 $726.92 Total 438 $364,916.40

5.2.b
Packet Pg. 69
Attachment: B: CFD 2014-1 (Tax Zone 2) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) Community FaciliƟes District No. 2014-1
Tax Zone No. 3
Fiscal Year 2023-24
Annual Report
November 1, 2024

5.2.c
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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) TABLE OF CONTENTS i

TABLE OF CONTENTS
Page No.

Section I – Introduction.................................................................................................... 1 Section II – Revenues and Expenditures ........................................................................ 3 Section III – Status of Improvements and Services......................................................... 4 Section IV – Calculation of Special Tax Levy.................................................................. 5 Appendix A - Rate and Method of Apportionment of Special Tax Appendix B - List of Authorized Services
Appendix C - Boundary Map
Appendix D - Summary of Annual Special Tax Rates by Land Use by Fiscal Year Appendix E - Special Tax Roll

5.2.c
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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION I 1 SECTION I

On November 14, 2017, Subdivisions 9443, 9455, 9456 and 9457 were annexed to the CFD and are located within Tax Zone No. 2.

On March 22, 2021, Subdivision 9502 was annexed to the CFD and is located within Tax Zone No. 3. The special tax may be levied in Tax Zone No. 3 each fiscal year commencing with Fiscal Year 2021-22.

This report provides a detailed description of the process used to calculate annual special tax levies for the CFD. Tax Zone No. 3 special taxes are calculated according to the “Rate and Method of Apportionment of Special Tax” (RMA) (see Appendix “A”) as approved by the property owners when Tax Zone No. 3 was established.

BOUNDARIES OF THE CFD
All territory in Tax Zone No. 3 is shown on the recorded boundary map. The Boundary Map was recorded on April 13, 2021, Document No. 2021-0110597-00 or as may be amended thereafter. See Appendix “C” for a map showing the boundaries of Tax Zone No. 3 within the CFD. Parcels exempted by law, parcels designated exclusively for landscaping, open space or common area use, or parcels considered unbuildable by the CFD Administrator are considered tax-exempt. All other parcels are subject to the annual special tax.

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION I 2 MAXIMUM ANNUAL SPECIAL TAX RATES
For Fiscal Year 2023-24, the maximum annual special tax rates by land use were as follows:

SERVICES FINANCED BY THE CFD
The full and complete list of authorized improvements and services can be found in Appendix “B”. The following is a summary of the items funded by the CFD:

Services
$792.52 per Residence
$634.25 per Residence
$475.98 per Unit
$4,640.41 per Acre
$4,640.41 per Acre
$464.38 per Acre
1 2
Services
$1,160.39 per Acre
1 Undeveloped1
For Fiscal Year 2023-24, the Services Special Tax Rate for Undeveloped parcels has been increased by 2.31% over the Fiscal Year 2022-23 rates, per the RMA.

For Fiscal Year 2023-24, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 2.31% over the Fiscal Year 2022-23 rates, per the RMA.

Community Facilities District No. 2014-1
Fiscal Year 2023-24 Undeveloped Maximum Special Tax Rates Community Facilities District No. 2014-1
Fiscal Year 2023-24 Developed Maximum Special Tax Rates by Land Use Condominiums/Townhomes1
Multi-Family1
Commercial2
Tax Zone No. 3
Tax Zone No. 3
For Fiscal Year 2023-24, the Services Special Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 4.00% over the Fiscal Year 2022-23 rates, per the RMA.

Single-Family Parcels1
Industrial2
Institutional2

5.2.c
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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION II 3 SECTION II

REVENUES AND EXPENDITURES
The revenues are the special tax collections and interest earnings, if any, for Fiscal Year 2023-24. The costs are those expenditures that were funded in Fiscal Year 2023-24. The annual costs are composed of 1) maintenance, operations, and services costs, 2) administrative expenses, 3) prior year or anticipated current year delinquencies, and 4) collection for operating and capital reserves, if any.

Revenues:

Fund Balance as of June 30, 2023 $0
Special Tax Levy/Other Revenues $104,966
Interest Earnings $19
$104,984
Expenditures:

Admin. Expenses $1,135
Maintenance, Operation & Services Cost $103,849
Debt Service Payment $0
Anticipated Delinquencies $0
$104,984
Fund Balance as of June 30, 2024 $0
*Numbers in the table above may not foot due to rounding Special Tax Fund Revenues and Expenditures
Improvement Fund Revenues and Expenditures
No debt has been issued

5.2.c
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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION III 4 SECTION III

STATUS OF IMPROVEMENTS AND SERVICES
The following is the status of the improvements and services financed within the CFD. • To date, the CFD has not financed the construction of any improvements. • Tax revenue generated by the CFD is currently paying a portion of the on-going public safety services within the CFD.

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION IV 5 SECTION IV

CALCULATION OF SPECIAL TAX LEVY

CLASSIFICATION OF PARCELS
Each fiscal year, each parcel of land within CFD Tax Zone No. 3 is classified as Taxable or Exempt Property. Taxable Properties are further classified as Developed Property or Undeveloped Property. Developed Property is further classified as Single-Family, Condominium/Townhome, Multi-Family, Commercial, Industrial or Institutional Property.

The Fiscal Year 2023-24 parcel classifications for taxable parcels within Tax Zone No. 3 are summarized below.

Number
of
Land Use Parcels
Developed Single-Family Parcels 0
Developed Condominium/Townhomes 55
Undeveloped 1
Total 56
Services
$792.52 per Residence
$634.25 per Residence
$475.98 per Unit
$4,640.41 per Acre
$4,640.41 per Acre
$464.38 per Acre
1 2
Tax Zone No. 3
For Fiscal Year 2023-24, the Services Special Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 4.00% over the Fiscal Year 2022-23 rates, per the RMA.

Single-Family Parcels1
Industrial2
Institutional2
Community Facilities District No. 2014-1
Fiscal Year 2023-24 Developed Maximum Special Tax Rates by Land Use Condominiums/Townhomes1
Multi-Family1
Commercial2
For Fiscal Year 2023-24, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 2.31% over the Fiscal Year 2022-23 rates, per the RMA.

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION IV 6 If additional revenue is needed, the special tax is levied proportionately on Undeveloped Property up to 100% of the Maximum Special Tax until the amount, when combined with the Developed Property taxes, is equal to the Special Tax Requirement. The table below shows the Tax Zone No. 3 maximum special tax rates levied on Undeveloped property in Fiscal Year 2023-24.

CURRENT ANNUAL CFD REVENUE
The Special Tax Requirement for Tax Zone No. 3 exceeds the amount generated by application of the Maximum Annual Special Tax; therefore, the Maximum Annual Special Tax was applied to each taxable parcel in Fiscal Year 2023-24.

Services
$1,160.39 per Acre
1 Undeveloped1
For Fiscal Year 2023-24, the Services Special Tax Rate for Undeveloped parcels has been increased by 2.31% over the Fiscal Year 2022-23 rates, per the RMA.

Community Facilities District No. 2014-1
Fiscal Year 2023-24 Undeveloped Maximum Special Tax Rates Tax Zone No. 3

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
(TAX ZONE NO. 3)

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

This Supplement No. 2 (Tax Zone No. 3) to Rate and Method of Apportionment of Special Tax (this "Supplement") supplements the Rate and Method of Apportionment of Special Tax, as previously supplemented in connection with annexations of property to the CFO described below (the "Existing Rate and Method," and together with the Supplement, the "Rate and Method") for "City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services)" (the "CFO") as it applies to the property designated as Tax Zone No. 3 (the "Tax Zone") that is being annexed to the CFO for the purpose of financing certain municipal services (each of which is included in the definition of "Services," as applicable, as defined in "A Resolution of the City Council of the City of San Ramon Approving Formation of a Community Facilities District" adopted as Resolution No. 2014-026 by the City Council of the City of San Ramon on February 25, 2014 ).

Capitalized terms that are used but not defined in this Supplement have the meaning given them in the Existing Rate and Method.

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

“Building Permit” means a building permit having an improvement valuation over $50,000 for an improvement that will be occupied [used?] by a residential or nonresidential user. Building permits for the construction of ancillary structures such as fences, swimming pools, retaining walls, etc. are excluded. “Calendar Year” means January 1 through December 31.
“CFD” or “CFD No. 2014-1” means the City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services).
“CFD Formation” means the adoption by the City Council of the Resolution of Formation to form CFD No. 2014-1.
“City” means the City of San Ramon.
“Commercial Parcel” means a Parcel designated by the County Assessor as having a commercial land use.
“Condominium or Townhome Parcel” means a Parcel designated by the County Assessor as having a condominium, townhome, cluster home and co-op land use. [this term is not used]
“Council” means the City Council of the City of San Ramon, acting as the legislative body of CFD No. 2014-1.
“County” means the County of Contra Costa.
“County Assessor” means the Contra Costa County Assessor. “Developed Property” means, in any Fiscal Year, all Parcels of Taxable Property for which a Building Permit was issued by the City on or prior to June 30 of the preceding Fiscal Year. In the absence of a Building Permit, any Parcel of Taxable Property shall be classified as Developed Property if it has been occupied by a residential or non-residential user on or prior to June 30 of the preceding fiscal year. “Exempt Parcel” means all Assessor Parcels Property used exclusively for landscaping, open space or common area or is considered unbuildable by the Administrator. “Final Map” means a final map approved by the City pursuant to the Subdivision Map Act (California Government Code Section 66410, et seq.) that creates individual lots on which a building permit can be issued for construction of residential units without further subdivision of the lots.
“Fiscal Agent” means the fiscal agent or trustee under the Fiscal Agent Agreement.

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

“Fiscal Agent Agreement” means the indenture, fiscal agent agreement, resolution, or other instrument pursuant to which Bonds are issued, as modified, amended or supplemented from time to time.
“Fiscal Year” means the period starting on July 1 and ending on the following June 30. “Industrial Parcel” means a Parcel designated by the County Assessor as having an industrial land use.
“Institutional Parcel” means a Parcel designated by the County Assessor as having an institutional land use.
“Maximum Special Tax” means the maximum Special Tax, determined in accordance with Section C, which can be levied in any Fiscal Year. “Multi-Family Parcel” means a Parcel designated by the County Assessor as having a multi-family residential land use which includes duplexes, triplexes, fourplexes and apartments.
“Proportionately” means, for Developed Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means, for Undeveloped Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Undeveloped Property.
“Public Property” means, for each Fiscal Year: any property within the boundaries of CFD No. 2014-1 that is owned by or irrevocably offered for dedication to the federal government, the State of California, the City, or any other public agency. “Residential Unit” means an individual single-family residential unit, condominium or townhome unit, or multi-family residential unit per the County Assessor. An Accessory Unit that shares a Parcel with a single-family detached unit shall be considered a separate Residential Unit for purposes of this RMA.
“RMA” means this Rate and Method of Apportionment of Special Tax. “Single-Family Parcel” means a Parcel designated by the County Assessor as having a single-family land use.
“Special Tax” means any tax levied within CFD No. 2014-1 to pay the Special Tax Requirement.

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

“Special Tax Requirement” means the amount of revenue needed in any Fiscal Year to pay for the following: (i) Authorized Facilities and Authorized Services; (ii) principal of and interest on the Bonds due in the Calendar Year which commences in such Fiscal Year, (iii) Administrative Expenses; and (iv) amounts needed to cure any delinquencies in the payment of Special Taxes which have occurred or, based on delinquency rates in prior years, may be expected to occur in the Fiscal Year in which the Special Tax will be collected.

The Special Tax Requirement may be reduced in any Fiscal Year by (i) credits from available monies from sources identified in the Fiscal Agent Agreement, including without limitation excess interest earnings in the reserve fund, (ii) in the City’s sole discretion, proceeds from the collection of penalties and interest associated with delinquent Special Taxes, and (iii) any other revenues available to pay debt service on the Bonds as determined by the Administrator.
“Taxable Property” means all Assessors’ Parcels within the boundaries of CFD No. 2014-1 that are not classified as an Exempt Parcel.
“Tax Zone” means a mutually exclusive geographic area within which the Special Tax may be levied pursuant to this RMA. All the property within CFD No. 2014-1 at the time of CFD Formation is within Tax Zone 1. Additional Tax Zones may be created when property is annexed to CFD No. 2014-1, and a separate Maximum Special Tax shall be identified for property within the new Tax Zone at the time of such annexation. The Assessor’s Parcels included within a new Tax Zone established when such Parcels are annexed to CFD No. 2014-1 shall be identified by Assessor’s Parcel Number in the Unanimous Approval Form that is signed by the owner(s) of the Parcels at the time of annexation.
“Unanimous Approval Form” means that form executed by the record owner of fee title to a Parcel or Parcels annexed into CFD No. 2014-1 that constitutes the property owner’s approval and unanimous vote in favor of annexing into CFD No. 2014-1, the levy of the Special Tax against his/her Parcel or Parcels pursuant to this RMA and the issuance of Bonds by the CFD.
“Undeveloped Property” means, in any Fiscal Year, all Parcels of Taxable Property in CFD No. 2014-1 that are not Developed Property.

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

C. MAXIMUM SPECIAL TAXES

1. Developed Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Developed Property within Tax Zone No. 3 shall be as follows:

Facilities Services Total
Single Family Parcels 1 $0.00 $681.00 $681.00 per Residence Condominiums or Townhomes 1 $0.00 $545.00 $545.00 per Residence Multi-Family 1 $0.00 $409.00 $409.00 per Unit
Commercial 2 $0.00 $4,087.00 $4,087.00 per Acre
Industrial 2 $0.00 $4,087.00 $4,087.00 per Acre
Institutional 2 $0.00 $409.00 $409.00 per Acre
1 2
The Maximum Services Special Tax on Taxable Public Property shall be the Maximum Special Tax for its use at the time it became Public Property.

Community Facilities District No. 2014-1
Fiscal Year 2020-21 Developed Maximum Special Tax Rate by Land Use For Fiscal Year 2021-22 and on, the Services Special Tax Rate for Single Family, Condominium/ Townhomes and Multi-Family parcels shown in the table above will increase by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of four (4.00%) compounded annually.

For Fiscal Year 2021-22 and on, the Services Special Tax Rate for Commercial, Industrial and Institutional parcels shown in the table above will increase by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Tax Zone No. 3

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

2. Undeveloped Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Undeveloped Property within Tax Zone No. 3 are shown below.

3. Escalation of Maximum Special Tax
The Maximum Services Special Tax shall automatically increase without further action by the City Council.

Under no circumstances may the Facilities Special Tax on a Parcel in residential use be increased in any Fiscal Year as a consequence of delinquency or default in payment of the Facilities Special Tax levied on another Parcel or Parcels by more than ten percent Facilities Services Total
Undeveloped1 $0.00 $1,022.00 $1,022.00 per Acre
1 Fiscal Year 2020-21 Undeveloped Maximum Special Tax Rate For Fiscal Year 2021-22 and on, the Services Special Tax Rate for Undeveloped parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Community Facilities District No. 2014-1
Tax Zone No. 3

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

(10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

G. REPEAL OF THE SPECIAL TAX
If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Parcels in CFD No. 2014-1, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the Authorized Facilities and Authorized Services for which the Special Tax was levied. The obligations to provide the Authorized Facilities and Authorized Services previously funded by the repealed Special Tax shall become the obligations of any property owners of Parcels established within CFD No. 2014-1, and if there is no such association, they shall become the joint obligations of the property owners of Parcels within CFD No. 2014-1 in proportion to the number of Parcels owned by each such owner to the total number of Parcels within CFD No. 2014-1.

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX B

APPENDIX B

LIST OF AUTHORIZED SERVICES

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX B

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX C

APPENDIX C

BOUNDARY MAP

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 3
Legend
Parcel Lines
CFD No. 2014-1 Tax Zone No. 3
0 100
Feet
±
MATEO
MILLER
CIR
48 47
51 49
50 56
52 53
55 54
1 2
3 4 5
6 7
9 8
10 11
13 14
15 16
17 18
19 20
21 22
23 24
25 26
12 27
28 29
30 31
32 33
34 35
36 37
38 39
40 41
42 43
44 45
46 LORENZINI LOOP

CONLEY TERR

POTENZA TERR

CASSATA TERR

MATEO MILLER CIR

PORTABELA TERR
Assessor Assessor
Reference Parcel Reference Parcel
Number Number Number Number
1 208-880-004 23 208-880-041
2 208-880-008 24 208-880-042
3 208-880-009 25 208-880-043
4 208-880-010 26 208-880-044
5 208-880-011 27 208-880-046
6 208-880-012 28 208-880-047
7 208-880-013 29 208-880-048
8 208-880-014 30 208-880-049 Assessor
9 208-880-015 31 208-880-050 Reference Parcel
10 208-880-016 32 208-880-051 Number Number
11 208-880-017 33 208-880-053 45 208-880-066
12 208-880-027 34 208-880-054 46 208-880-067
13 208-880-029 35 208-880-055 47 208-890-001
14 208-880-030 36 208-880-056 48 208-890-002
15 208-880-031 37 208-880-057 49 208-890-003
16 208-880-032 38 208-880-058 50 208-890-004
17 208-880-034 39 208-880-059 51 208-890-005
18 208-880-035 40 208-880-061 52 208-890-006
19 208-880-036 41 208-880-062 53 208-890-007
20 208-880-037 42 208-880-063 54 208-890-008
21 208-880-039 43 208-880-064 55 208-890-009
22 208-880-040 44 208-880-065 56 208-890-010

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX D

APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY

FISCAL YEAR

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX D

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX E

APPENDIX E

SPECIAL TAX ROLL

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-880-004 Condominiums/Townhomes Yes Developed 0.325 6 $3,805.50 208-880-008 Condominiums/Townhomes Yes Developed 0.191 4 $2,537.00 208-880-009 Condominiums/Townhomes Yes Developed 0.277 8 $5,074.00 208-880-010 Condominiums/Townhomes Yes Developed 0.444 14 $8,879.50 208-880-011 Condominiums/Townhomes Yes Developed 0.435 14 $8,879.50 208-880-012 Condominiums/Townhomes Yes Developed 0.409 13 $8,245.24 208-880-013 Condominiums/Townhomes Yes Developed 0.405 11 $6,976.74 208-880-014 Condominiums/Townhomes Yes Developed 0.387 11 $6,976.74 208-880-015 Condominiums/Townhomes Yes Developed 0.609 11 $6,976.74 208-880-016 Condominiums/Townhomes Yes Developed 0.243 7 $4,439.74 208-880-017 Condominiums/Townhomes Yes Developed 0.482 14 $8,879.50 208-880-027 Vacant Institutional No Undeveloped 1.911 0 $2,217.50 208-880-029 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-030 Condominiums/Townhomes Yes Developed 0.066 1 $634.24 208-880-031 Condominiums/Townhomes Yes Developed 0.066 1 $634.24 208-880-032 Condominiums/Townhomes Yes Developed 0.066 1 $634.24 208-880-034 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-035 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-036 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-037 Condominiums/Townhomes Yes Developed 0.066 1 $634.24 208-880-039 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-040 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-041 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-042 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-043 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-044 Condominiums/Townhomes Yes Developed 0.066 1 $634.24 208-880-046 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-047 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-048 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-049 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-050 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-051 Condominiums/Townhomes Yes Developed 0.066 1 $634.24 208-880-053 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-054 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-055 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-056 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-057 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-058 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-059 Condominiums/Townhomes Yes Developed 0.066 1 $634.24 208-880-061 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-062 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-063 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-064 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-065 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-066 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-880-067 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-890-001 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-890-002 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-890-003 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-890-004 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-890-005 Condominiums/Townhomes Yes Developed 0.065 1 $634.24

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2023-24
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2023-24
Tax
208-890-006 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-890-007 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-890-008 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-890-009 Condominiums/Townhomes Yes Developed 0.065 1 $634.24 208-890-010 Condominiums/Townhomes Yes Developed 0.372 6 $3,805.50 Total 162 $104,965.52

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Attachment: C: CFD 2014-1 (Tax Zone 3) Annual Report FY 2023-24 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) Community FaciliƟes District
No. 2014-1
Tax Zone No. 1
Fiscal Year 2022-23
Annual Report
November 1, 2023

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Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) TABLE OF CONTENTS i

TABLE OF CONTENTS
Page No.

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Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION I 1 SECTION I

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Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION I 2 MAXIMUM ANNUAL SPECIAL TAX RATES
For Fiscal Year 2022-23, the maximum annual special tax rates by land use were as follows:

Facilities1 Services2 Total
$119.51 $950.60 $1,070.11 per Residence
$95.61 $760.48 $856.09 per Residence
$71.71 $570.36 $642.07 per Unit
$818.03 $5,266.08 $6,084.11 per Acre
$818.03 $5,266.08 $6,084.11 per Acre
$81.80 $526.61 $608.41 per Acre
1 2
3 Facilities Services Total
Undeveloped1 $204.51 $1,316.53 $1,521.04 per Acre
1 Industrial3
Commercial3
Multi-Family
Condominiums or Townhomes
Single-Family Parcels
For Fiscal Year 2022-23, the Facilities and Services Special Tax Rate for Undeveloped parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

Fiscal Year 2022-23 Developed Maximum Special Tax Rates by Land Use Community Facilities District No. 2014-1
Fiscal Year 2022-23 Undeveloped Maximum Special Tax Rates Institutional3
For Fiscal Year 2022-23, the Facilities Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 2.00% over the Fiscal Year 2021-22 rates, per the RMA.

For Fiscal Year 2022-23, the Services Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

For Fiscal Year 2022-23, the Facilities and Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

Tax Zone No. 1
Tax Zone No. 1

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Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION II 3 SECTION II

REVENUES AND EXPENDITURES
The revenues are the special tax collections and interest earnings, if any, for Fiscal Year 2022-23. The costs are those expenditures that were funded in Fiscal Year 2022-23. The annual costs are composed of 1) maintenance, operations, and services costs, 2) bond debt service, if any, 3) administrative expenses, 4) prior year or anticipated current year delinquencies, and 5) improvement fund expenditures, if any.

Revenues:

Fund Balance as of June 30, 2022 $0
Special Tax Levy/Other Revenues $41,092
Interest Earnings $151
$41,243
Expenditures:

Admin. Expenses $1,320
Maintenance, Operation & Services Cost $39,923
Debt Service Payment $0
Anticipated Delinquencies $0
$41,243
Fund Balance as of June 30, 2023 $0
*Numbers in the table above may not foot due to rounding Special Tax Fund Revenues and Expenditures
Improvement Fund Revenues and Expenditures
No debt has been issued

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COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION III 4 SECTION III

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Packet Pg. 101 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION IV 5 SECTION IV

CALCULATION OF SPECIAL TAX LEVY

The Fiscal Year 2022-23 parcel classifications for taxable parcels within Tax Zone No. 1 are summarized below.

In Fiscal Year 2022-23, there was no undeveloped property in Tax Zone No. 1.

Number
of
Land Use Parcels
Condominiums/Townhomes 48
Facilities1 Services2 Total
$119.51 $950.60 $1,070.11 per Residence
$95.61 $760.48 $856.09 per Residence
$71.71 $570.36 $642.07 per Unit
$818.03 $5,266.08 $6,084.11 per Acre
$818.03 $5,266.08 $6,084.11 per Acre
$81.80 $526.61 $608.41 per Acre
1 2
3 Industrial3
Commercial3
Multi-Family
Condominiums or Townhomes
Single-Family Parcels
Fiscal Year 2022-23 Developed Maximum Special Tax Rates by Land Use Institutional3
For Fiscal Year 2022-23, the Facilities Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 2.00% over the Fiscal Year 2021-22 rates, per the RMA.

For Fiscal Year 2022-23, the Services Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

Tax Zone No. 1

5.2.d
Packet Pg. 102 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION IV 6 CURRENT ANNUAL CFD REVENUE
The Special Tax Requirement for Tax Zone No. 1 exceeds the amount generated by application of the Maximum Annual Special Tax; therefore, the Maximum Annual Special Tax was applied to each taxable parcel in Fiscal Year 2022-23.

5.2.d
Packet Pg. 103 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
(TAX ZONE NO. 1)

5.2.d
Packet Pg. 104 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

5.2.d
Packet Pg. 105 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

5.2.d
Packet Pg. 106 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

5.2.d
Packet Pg. 107 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

5.2.d
Packet Pg. 108 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

5.2.d
Packet Pg. 109 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

C. MAXIMUM SPECIAL TAXES

1. Developed Property
The Maximum Special Tax for Fiscal Year 2013-14 for all Parcels of Developed Property within Tax Zone No. 1 shall be as follows:

2. Undeveloped Property
The Maximum Special Tax for Fiscal Year 2013-14 for all Parcels of Undeveloped Property within Tax Zone No. 1 are shown below.

3. Escalation of Maximum Special Tax
The Maximum Special Tax shall automatically increase without further action by the City Council.

5.2.d
Packet Pg. 110 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

Under no circumstances may the Facilities Special Tax on a Parcel in residential use be increased in any Fiscal Year as a consequence of delinquency or default in payment of the Facilities Special Tax levied on another Parcel or Parcels by more than ten percent (10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

5.2.d
Packet Pg. 111 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

5.2.d
Packet Pg. 112 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B

APPENDIX B

LIST OF AUTHORIZED FACILITIES AND SERVICES

5.2.d
Packet Pg. 113 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B

DESCRIPTION OF FACILITIES AND SERVICES TO BE FINANCED BY THE CFD

FACILITIES
The Facilities shown below are proposed to be financed in whole or in part by the CFD.

The CFD may also finance any of the following:

2. Administrative fees of the City and the bond trustee or fiscal agent related to the CFD and the bonds and other debt.

5.2.d
Packet Pg. 114 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B

5.2.d
Packet Pg. 115 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX C

APPENDIX C

BOUNDARY MAP

5.2.d
Packet Pg. 116 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 1
Ryan Industrial Ct
Old Crow Canyon Rd
Crow Canyon Rd
!(42
!(43
!(40 !(41
!(44
!(45
!(20
!(23
!(17
!(14
!( !(38
4 !(11
!(35
!(32
!(1
!(29
!(26
!(8
!(47
!(37
!(21
!(24
!(16
!(18
!(13
!(39
!(22
!(15
!(19
!(48
!(34
!(46
!(3 !(31
!(12
!(9
!(30
!(6
!(28
!(25
!(27
!(33
!(7
!(5
!(36
!(2
!(10
Legend
!( Reference Number
Parcel Lines
CFD No. 2014-1 Tax Zone No. 1
Reference
Number
Assessor
Parcel
Number
Reference
Number
Assessor
Parcel
Number
1 208-800-001 25 208-800-025
2 208-800-002 26 208-800-026
3 208-800-003 27 208-800-027
4 208-800-004 28 208-800-028
5 208-800-005 29 208-800-029
6 208-800-006 30 208-800-030
7 208-800-007 31 208-800-031
8 208-800-008 32 208-800-032
9 208-800-009 33 208-800-033
10 208-800-010 34 208-800-034
11 208-800-011 35 208-800-035
12 208-800-012 36 208-800-036
13 208-800-013 37 208-800-037
14 208-800-014 38 208-800-038
15 208-800-015 39 208-800-039
16 208-800-016 40 208-800-040
17 208-800-017 41 208-800-041
18 208-800-018 42 208-800-042
19 208-800-019 43 208-800-043
20 208-800-020 44 208-800-044
21 208-800-021 45 208-800-045
22 208-800-022 46 208-800-046
23 208-800-023 47 208-800-047
24 208-800-024 48 208-800-048
0 80
Feet
±

5.2.d
Packet Pg. 117 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX D

APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY

FISCAL YEAR
Single-Family ParcelsCondominiums or TownhomesMulti-FamilyCommercialIndustrialInstitutionalUndeveloped Fiscal Year
Special
Tax Type
per
Residence
per
Residence per Unit per Acre per Acre per Acre per Acre
Facilities $100.00 $80.00 $60.00 $600.00 $600.00 $60.00 $150.00 Services $643.75 $515.00 $386.25 $3,862.50 $3,862.50 $386.25 $965.63 Total $743.75 $595.00 $446.25 $4,462.50 $4,462.50 $446.25 $1,115.63 Facilities $102.00 $81.60 $61.20 $618.51 $618.51 $61.85 $154.63 Services $669.50 $535.60 $401.70 $3,981.63 $3,981.63 $398.16 $995.41 Total $771.50 $617.20 $462.90 $4,600.14 $4,600.14 $460.01 $1,150.04 Facilities $104.04 $83.23 $62.42 $630.88 $630.88 $63.09 $157.72 Services $696.28 $557.02 $417.77 $4,061.26 $4,061.26 $406.12 $1,015.32 Total $800.32 $640.25 $480.19 $4,692.14 $4,692.14 $469.21 $1,173.04 Facilities $106.12 $84.89 $63.67 $646.43 $646.43 $64.64 $161.61 Services $724.13 $579.30 $434.48 $4,161.40 $4,161.40 $416.14 $1,040.35 Total $830.25 $664.19 $498.15 $4,807.83 $4,807.83 $480.78 $1,201.96 Facilities $108.24 $86.59 $64.94 $667.46 $667.46 $66.75 $166.86 Services $753.10 $602.47 $451.86 $4,296.77 $4,296.77 $429.67 $1,074.20 Total $861.34 $689.06 $516.80 $4,964.23 $4,964.23 $496.42 $1,241.06 Facilities $110.41 $88.33 $66.24 $693.99 $693.99 $69.40 $173.50 Services $783.22 $626.57 $469.94 $4,467.55 $4,467.55 $446.75 $1,116.89 Total $893.63 $714.90 $536.18 $5,161.54 $5,161.54 $516.15 $1,290.39 Facilities $112.62 $90.09 $67.57 $714.70 $714.70 $71.47 $178.67 Services $814.55 $651.64 $488.73 $4,600.86 $4,600.86 $460.09 $1,150.23 Total $927.17 $741.73 $556.30 $5,315.56 $5,315.56 $531.56 $1,328.90 Facilities $114.87 $91.90 $68.92 $728.99 $728.99 $72.90 $182.24 Services $847.13 $677.70 $508.28 $4,692.88 $4,692.88 $469.29 $1,173.23 Total $962.00 $769.60 $577.20 $5,421.87 $5,421.87 $542.19 $1,355.47 Facilities $117.17 $93.74 $70.30 $760.28 $760.28 $76.03 $190.07 Services $883.49 $706.79 $530.09 $4,894.30 $4,894.30 $489.43 $1,223.58 Total $1,000.66 $800.53 $600.39 $5,654.58 $5,654.58 $565.46 $1,413.65 Facilities $119.51 $95.61 $71.71 $818.03 $818.03 $81.80 $204.51 Services $950.60 $760.48 $570.36 $5,266.08 $5,266.08 $526.61 $1,316.53 Total $1,070.11 $856.09 $642.07 $6,084.11 $6,084.11 $608.41 $1,521.04 2022-23
2020-21
Annual Special Tax Rates by Land Use by Fiscal Year
Non-Residential
2014-15
2015-16
2016-17
2019-20
2018-19
Residential
2017-18
2013-14
(Base
Year)
2021-22

5.2.d
Packet Pg. 118 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX E

APPENDIX E

SPECIAL TAX ROLL

5.2.d
Packet Pg. 119 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-800-001 Condominium Yes Developed N/A 1 $856.08
208-800-002 Condominium Yes Developed N/A 1 $856.08
208-800-003 Condominium Yes Developed N/A 1 $856.08
208-800-004 Condominium Yes Developed N/A 1 $856.08
208-800-005 Condominium Yes Developed N/A 1 $856.08
208-800-006 Condominium Yes Developed N/A 1 $856.08
208-800-007 Condominium Yes Developed N/A 1 $856.08
208-800-008 Condominium Yes Developed N/A 1 $856.08
208-800-009 Condominium Yes Developed N/A 1 $856.08
208-800-010 Condominium Yes Developed N/A 1 $856.08
208-800-011 Condominium Yes Developed N/A 1 $856.08
208-800-012 Condominium Yes Developed N/A 1 $856.08
208-800-013 Condominium Yes Developed N/A 1 $856.08
208-800-014 Condominium Yes Developed N/A 1 $856.08
208-800-015 Condominium Yes Developed N/A 1 $856.08
208-800-016 Condominium Yes Developed N/A 1 $856.08
208-800-017 Condominium Yes Developed N/A 1 $856.08
208-800-018 Condominium Yes Developed N/A 1 $856.08
208-800-019 Condominium Yes Developed N/A 1 $856.08
208-800-020 Condominium Yes Developed N/A 1 $856.08
208-800-021 Condominium Yes Developed N/A 1 $856.08
208-800-022 Condominium Yes Developed N/A 1 $856.08
208-800-023 Condominium Yes Developed N/A 1 $856.08
208-800-024 Condominium Yes Developed N/A 1 $856.08
208-800-025 Condominium Yes Developed N/A 1 $856.08
208-800-026 Condominium Yes Developed N/A 1 $856.08
208-800-027 Condominium Yes Developed N/A 1 $856.08
208-800-028 Condominium Yes Developed N/A 1 $856.08
208-800-029 Condominium Yes Developed N/A 1 $856.08
208-800-030 Condominium Yes Developed N/A 1 $856.08
208-800-031 Condominium Yes Developed N/A 1 $856.08
208-800-032 Condominium Yes Developed N/A 1 $856.08
208-800-033 Condominium Yes Developed N/A 1 $856.08
208-800-034 Condominium Yes Developed N/A 1 $856.08
208-800-035 Condominium Yes Developed N/A 1 $856.08
208-800-036 Condominium Yes Developed N/A 1 $856.08
208-800-037 Condominium Yes Developed N/A 1 $856.08
208-800-038 Condominium Yes Developed N/A 1 $856.08
208-800-039 Condominium Yes Developed N/A 1 $856.08
208-800-040 Condominium Yes Developed N/A 1 $856.08
208-800-041 Condominium Yes Developed N/A 1 $856.08
208-800-042 Condominium Yes Developed N/A 1 $856.08
208-800-043 Condominium Yes Developed N/A 1 $856.08
208-800-044 Condominium Yes Developed N/A 1 $856.08
208-800-045 Condominium Yes Developed N/A 1 $856.08
208-800-046 Condominium Yes Developed N/A 1 $856.08
208-800-047 Condominium Yes Developed N/A 1 $856.08
208-800-048 Condominium Yes Developed N/A 1 $856.08
Total 48 $41,091.84

5.2.d
Packet Pg. 120 Attachment: D: CFD 2014-1 (Tax Zone 1) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) Community FaciliƟes District
No. 2014-1
Tax Zone No. 2
Fiscal Year 2022-23
Annual Report
November 1, 2023

5.2.e
Packet Pg. 121 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) TABLE OF CONTENTS i

TABLE OF CONTENTS
Page No.

Section I – Introduction.................................................................................................... 1 Section II – Revenues and Expenditures ........................................................................ 3 Section III – Status of Improvements and Services......................................................... 4 Section IV – Calculation of Special Tax Levy .................................................................. 5 Appendix A - Rate and Method of Apportionment of Special Tax Appendix B - List of Authorized Services
Appendix C - Boundary Map
Appendix D - Summary of Annual Special Tax Rates by Land Use by Fiscal Year Appendix E - Special Tax Roll

5.2.e
Packet Pg. 122 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION I 1 SECTION I

5.2.e
Packet Pg. 123 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION I 2 MAXIMUM ANNUAL SPECIAL TAX RATES
For Fiscal Year 2022-23, the maximum annual special tax rates by land use were as follows:

SERVICES FINANCED BY THE CFD
The full and complete list of authorized improvements and services can be found in Appendix “B”. The following is a summary of the items funded by the CFD:

Services
$873.71 per Residence
$698.96 per Residence
$524.23 per Unit
$5,055.56 per Acre
$5,055.56 per Acre
$505.56 per Acre
1 2
Services
$1,263.89 per Acre
1 For Fiscal Year 2022-23, Services Special Tax Rate for Undeveloped parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

Single-Family Parcels1
Undeveloped1
Tax Zone No. 2
Community Facilities District No. 2014-1
Fiscal Year 2022-23 Developed Maximum Special Tax Rates by Land Use Community Facilities District No. 2014-1
Fiscal Year 2022-23 Undeveloped Maximum Special Tax Rates Institutional2
Industrial2
Commercial2
Multi-Family1
Condominiums/Townhomes1
For Fiscal Year 2022-23, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

For Fiscal Year 2022-23, the Services Special-Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

Tax Zone No. 2

5.2.e
Packet Pg. 124 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION II 3 SECTION II

REVENUES AND EXPENDITURES
The revenues are the special tax collections and interest earnings, if any, for Fiscal Year 2022-23. The costs are those expenditures that were funded in Fiscal Year 2022-23. The annual costs are composed of 1) maintenance, operations, and services costs, 2) administrative expenses, 3) prior year or anticipated current year delinquencies, and 4) collection for operating and capital reserves, if any.

Revenues:

Fund Balance as of June 30, 2022 $0
Special Tax Levy/Other Revenues $350,878
Interest Earnings $1,292
$352,170
Expenditures:

Admin. Expenses $3,797
Maintenance, Operation & Services Cost $348,373
Debt Service Payment $0
Anticipated Delinquencies $0
$352,170
Fund Balance as of June 30, 2023 $0
* Numbers in the table above may not foot due to rounding.

Special Tax Fund Revenues and Expenditures
Improvement Fund Revenues and Expenditures
No debt has been issued

5.2.e
Packet Pg. 125 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION III 4 SECTION III

STATUS OF IMPROVEMENTS AND SERVICES
The following is the status of the improvements and services financed within the CFD. • To date, the CFD has not financed the construction of any improvements. • Tax revenue generated by the CFD is currently paying a portion of the on-going public safety services within the CFD.

5.2.e
Packet Pg. 126 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION IV 5 SECTION IV

CALCULATION OF SPECIAL TAX LEVY

The Fiscal Year 2022-23 parcel classifications for taxable parcels within Tax Zone No. 2 are summarized below.

In Fiscal Year 2022-23, there was no undeveloped property in Tax Zone No. 2.

Number
of
Land Use Parcels
Developed Single-Family Parcels 256
Developed Condominium/Townhomes 182
Total 438
Services
$873.71 per Residence
$698.96 per Residence
$524.23 per Unit
$5,055.56 per Acre
$5,055.56 per Acre
$505.56 per Acre
1 2
Single-Family Parcels1
Community Facilities District No. 2014-1
Fiscal Year 2022-23 Developed Maximum Special Tax Rates by Land Use Institutional2
Industrial2
Commercial2
Multi-Family1
Condominiums/Townhomes1
For Fiscal Year 2022-23, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

For Fiscal Year 2022-23, the Services Special-Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

Tax Zone No. 2

5.2.e
Packet Pg. 127 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION IV 6 CURRENT ANNUAL CFD REVENUE
The Special Tax Requirement for Tax Zone No. 2 exceeds the amount generated by application of the Maximum Annual Special Tax; therefore, the Maximum Annual Special Tax was applied to each taxable parcel in Fiscal Year 2022-23.

5.2.e
Packet Pg. 128 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
(TAX ZONE NO. 2)

5.2.e
Packet Pg. 129 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

Capitalized terms that are used but not defined in this Supplement have the meaning given them in the Existing Rate and Method.

5.2.e
Packet Pg. 130 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

5.2.e
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COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

5.2.e
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COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

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COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

5.2.e
Packet Pg. 134 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

Parcel, then applying the sum of the individual Special Taxes to the Parcel that was subdivided by recordation of the Final Map or parcel map.

C. MAXIMUM SPECIAL TAXES

1. Developed Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Developed Property within Tax Zone No. 2 shall be as follows:

2. Undeveloped Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Undeveloped Property within Tax Zone No. 2 are shown below.

Tax Zone No. 2

5.2.e
Packet Pg. 135 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

3. Escalation of Maximum Special Tax
The Maximum Services Special Tax shall automatically increase without further action by the City Council.

Under no circumstances may the Facilities Special Tax on a Parcel in residential use be increased in any Fiscal Year as a consequence of delinquency or default in payment of the Facilities Special Tax levied on another Parcel or Parcels by more than ten percent (10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

5.2.e
Packet Pg. 136 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

G. REPEAL OF THE SPECIAL TAX
If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Parcels in CFD No. 2014-1, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the Authorized Facilities and Authorized Services for which the Special Tax was levied. The obligations to provide the Authorized Facilities and Authorized Services previously funded by the repealed Special Tax shall become the obligations of any property owners of Parcels established within CFD No. 2014-1, and if there is no such association, they shall become the joint obligations of the property owners of Parcels within CFD No. 2014-1 in proportion to the number of Parcels owned by each such owner to the total number of Parcels within CFD No. 2014-1.

5.2.e
Packet Pg. 137 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX B

APPENDIX B

LIST OF AUTHORIZED SERVICES

5.2.e
Packet Pg. 138 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX B

5.2.e
Packet Pg. 139 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX C

APPENDIX C

BOUNDARY MAP

5.2.e
Packet Pg. 140 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 2
Legend
Parcel Lines
CFD No. 2014-1 Tax Zone No. 2
VIA
V
E
N
E
TO

ALMERIA WY

VIA PALERMO
FARIA
P
R
E
S
E
RV
E
P
KWY
!(36
!(23
1 !(42
2 !(45
!(35
2 !(29
2 !(47
!(34
!(60
2 !(41
2 !(33
1 !(43
!(22
!(30
!(33
2 !(32
1 !(67
2 !(56
1 !(48
!(21
!(27
2 !(30 !(12
2 !(40
2 !(24
2 !(27 !(26 !(29
1 !(49
!(28
!(31
1 !(52
2 !(34
1 !(51
2 !(53
2 !(46
!(25
1 !(65
1 !(59
!(24
2 !(49
2 !(23
1 !(47 1
!(66
2 !(16
2 !(31
!(17
2 !(14
2 !(19
2 !(12
!(5 !(6
2 !(48
!(11
1 !(64
!(15
2 !(13
!(13
2 !(44
2 !(11
!(32
!(8
1 !(16
!(16
!(7
1 !(44
1 !(68
2 !(25
2 !(20
1 !(58
2 !(38
2 !(07
1 !(76
!(9
!(18
1 !(63
!(1
2 !(17
2 !(37
2 !(15
!(14
2 !(18
1 !(15
2 !(43
2 !(55
!(20
!(10
!( !(4 !( 3 2
!(19
2 !(39
!(111
2 !(54
1 !(39
1 !(62
1 !(46
!(47
2 !(26
!(61
1 !(14
1 !(13
1 !(10
1 !(12
!(37
2 !(22
2 !(21
2 !(42
!(68
!(96
1 !(50
1 !(71
2 !(50
1 !(61
1 !(53
1 !(57
2 !(35
!(76
2 !(36
2 !(52
1 !(70
1 !(60
1 !(82
1 !(45
1 !(54
1 !(09
1 !(55
!(48
2 !(51
1 !(56
2 !(28
1 !(69
!(67
1 !(81
1 !(38
!(62
1 !(97
1 !(72
!(86
1 !(75
!(59
!(41
1 !(96
!(40
!(58
!(63
1 !(41
!(39
!(69
!(95 !(75
!(74
!(71
!(72
!(73
!(70
!(88
!(94
!(89
!(90
!(91
!(87
!(93
!(92
!(38
1 !(35
1 !(87
!(49
2 !(08
!(56
1 !(78
1 !(32
!(50
!(97 !(77
!(57
!(64
2 !(10
1 !(26
1 !(99
!( !(55 51
1 !(88
1 !(17
2 !(00
!(66
!(52 !(53 !(54
!(65
!(46
!(42
!(44
!(45
!(43
1 !(85 1
!(94
1 !(36
2 !(04
1 !(79
1 !(27
1 !(19
1 !(31
1 !(84
!(85
!(82
!(81
!(80
!(79
1 !(08
!(84
!(78
!(83
!(99
!(98
1 !(93
1 !(73
1 !(91
1 !(07
1 !(06
1 !(05
1 !(00
1 !(01
1 !(02
1 !(03
1 !(04
1 !(23
2 !(03
1 !(40
1 !(20
1 !(33
1 !(77
1 !(24
1 !(98 1
!(92
2 !(05
1 !(95
1 !(28
2 !(02
2 !(01
1 !(89
1 !(21
1 !(37
1 !(83
1 !(18
1 !(30
1 !(74
1 !(80
1 !(90
3 !(59
3 !(76
3 !(82
3 !(70
3 !(71
3 !(64
3 !(77
3 !(65
2 !(09
1 !(34
2 !(06
1 !(25
1 !(29
1 !(86
1 !(22
3 !(68
3 !(83
3 !(80
3 !(63 4
!(06
3 !(88
3 !(93
3 !(99
3 !(84
3 !(79
3 !(69 3!(66
3 !(78
3 !(51
3 !(81
3 !(48
3 !(63
3 !(87
3 !(57
3 !(54
3 !(60
3 !(72
3 !(84
3 !(75
3 !(87
4 !(05
4 !(00
3 !(94
3 !(73
4 !(02
3 !(96
3 !(92
3 !(89
3 !(98
4 !(07
3 !(78
2 !(65
3 !(23
3 !(52
3 !(53
2 !(98
3 !(13
3 !(33
2 !(71
2 !(93
2 !(82
3 !(28
2 !(88 3
!(38
3 !(18
3 !(58
3 !(59
3 !(03
3 !(43
2 !(77
2 !(72
3 !(08
2 !(66
3 !(86
4 !(04
4 !(01
3 !(95
3 !(47
3 !(83
3 !(88
3 !(53
3 !(52
3 !(58
3 !(11
3 !(62
3 !(86
3 !(55
3 !(68
3 !(79
3 !(80
3 !(56
3 !(73
3 !(67
3 !(61
3 !(49
3 !(74
3 !(85
3 !(50
3 !(85
4 !(03
3 !(31
2 !(75
3 !(06
3 !(62
2 !(86
2 !(69
2 !(96
3 !(16
3 !(46
3 !(41
3 !(36
3 !(01
3 !(56
2 !(80
3 !(21
2 !(91
3 !(26
3 !(67
3 !(12
2 !(64
2 !(92
3 !(32
2 !(76
2 !(70
3 !(02
2 !(81
3 !(22
3 !(42
2 !(87
3 !(27
2 !(97
3 !(17
3 !(37
3 !(07
3 !(69
3 !(74
3 !(51
3 !(57
3 !(91
3 !(97
3 !(64
3 !(90
4 !(08
3 !(70
3 !(75
3 !(66
3 !(65
3 !(30
3 !(40
3 !(55
3 !(00
3 !(25
3 !(45
3 !(05
3 !(61
2 !(85
2 !(95
3 !(35
2 !(90
2 !(68
3 !(10
3 !(20
2 !(79
2 !(74
3 !(15
2 !(94
2 !(89
3 !(29
3 !(19
3 !(09
2 !(78
3 !(60
3 !(04
2 !(83
3 !(24
3 !(54
2 !(99
3 !(39
3 !(44
2 !(73
2 !(67
3 !(34
3 !(14
3 !(77
3 !(82
3 !(72
3 !(81
3 !(71
3 !(76
0 300
Feet
±

Page 1 of 2 ends

For a listing of Assessor Parcel
Numbers related to each Reference
Number see Page 2.

5.2.e
Packet Pg. 141 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 2

Page 2 of 2 ends

Assessor Assessor Assessor Assessor Assessor Assessor
Reference Parcel Reference Parcel Reference Parcel Reference Parcel Reference Parcel Reference Parcel Number Number Number Number Number Number Number Number Number Number Number Number 1 208-820-001 81 208-820-081 161 208-840-020 241 208-850-031 321 208-860-099 401 208-860-190 2 208-820-002 82 208-820-082 162 208-840-021 242 208-850-032 322 208-860-100 402 208-860-191 3 208-820-003 83 208-820-083 163 208-840-022 243 208-850-033 323 208-860-101 403 208-860-192 4 208-820-004 84 208-820-084 164 208-840-023 244 208-850-034 324 208-860-102 404 208-860-193 5 208-820-005 85 208-820-085 165 208-840-024 245 208-850-035 325 208-860-103 405 208-860-194 6 208-820-006 86 208-820-086 166 208-840-025 246 208-850-036 326 208-860-104 406 208-860-195 7 208-820-007 87 208-820-087 167 208-840-026 247 208-850-037 327 208-860-105 407 208-860-196 8 208-820-008 88 208-820-088 168 208-840-027 248 208-850-038 328 208-860-106 408 208-860-197 9 208-820-009 89 208-820-089 169 208-840-028 249 208-850-039 329 208-860-108 409 208-870-001 10 208-820-010 90 208-820-090 170 208-840-029 250 208-850-040 330 208-860-109 410 208-870-002 11 208-820-011 91 208-820-091 171 208-840-030 251 208-850-041 331 208-860-110 411 208-870-003 12 208-820-012 92 208-820-092 172 208-840-031 252 208-850-042 332 208-860-111 412 208-870-004 13 208-820-013 93 208-820-093 173 208-840-032 253 208-850-043 333 208-860-112 413 208-870-005 14 208-820-014 94 208-820-094 174 208-840-033 254 208-850-044 334 208-860-113 414 208-870-006 15 208-820-015 95 208-820-095 175 208-840-034 255 208-850-045 335 208-860-114 415 208-870-007 16 208-820-016 96 208-820-096 176 208-840-035 256 208-850-046 336 208-860-115 416 208-870-008 17 208-820-017 97 208-820-097 177 208-840-036 257 208-860-029 337 208-860-116 417 208-870-009 18 208-820-018 98 208-820-098 178 208-840-037 258 208-860-030 338 208-860-117 418 208-870-010 19 208-820-019 99 208-820-099 179 208-840-038 259 208-860-031 339 208-860-119 419 208-870-011 20 208-820-020 100 208-820-100 180 208-840-039 260 208-860-032 340 208-860-120 420 208-870-012 21 208-820-021 101 208-820-101 181 208-840-040 261 208-860-033 341 208-860-121 421 208-870-014 22 208-820-022 102 208-820-102 182 208-840-041 262 208-860-034 342 208-860-122 422 208-870-015 23 208-820-023 103 208-820-103 183 208-840-042 263 208-860-035 343 208-860-123 423 208-870-016 24 208-820-024 104 208-820-104 184 208-840-043 264 208-860-036 344 208-860-124 424 208-870-017 25 208-820-025 105 208-820-105 185 208-840-044 265 208-860-037 345 208-860-126 425 208-870-018 26 208-820-026 106 208-820-106 186 208-840-045 266 208-860-038 346 208-860-127 426 208-870-019 27 208-820-027 107 208-820-107 187 208-840-046 267 208-860-039 347 208-860-128 427 208-870-020 28 208-820-028 108 208-820-108 188 208-840-047 268 208-860-040 348 208-860-129 428 208-870-021 29 208-820-029 109 208-830-001 189 208-840-048 269 208-860-042 349 208-860-130 429 208-870-022 30 208-820-030 110 208-830-002 190 208-840-049 270 208-860-043 350 208-860-131 430 208-870-023 31 208-820-031 111 208-830-003 191 208-840-050 271 208-860-044 351 208-860-133 431 208-870-024 32 208-820-032 112 208-830-004 192 208-840-051 272 208-860-045 352 208-860-134 432 208-870-025 33 208-820-033 113 208-830-005 193 208-840-052 273 208-860-046 353 208-860-135 433 208-870-027 34 208-820-034 114 208-830-006 194 208-840-053 274 208-860-047 354 208-860-136 434 208-870-028 35 208-820-035 115 208-830-007 195 208-840-054 275 208-860-048 355 208-860-137 435 208-870-029 36 208-820-036 116 208-830-008 196 208-840-055 276 208-860-049 356 208-860-138 436 208-870-030 37 208-820-037 117 208-830-009 197 208-840-056 277 208-860-050 357 208-860-139 437 208-870-031 38 208-820-038 118 208-830-010 198 208-840-057 278 208-860-051 358 208-860-140 438 208-870-032 39 208-820-039 119 208-830-011 199 208-840-058 279 208-860-053 359 208-860-141 40 208-820-040 120 208-830-012 200 208-840-059 280 208-860-054 360 208-860-142 41 208-820-041 121 208-830-013 201 208-840-060 281 208-860-055 361 208-860-143 42 208-820-042 122 208-830-014 202 208-840-061 282 208-860-056 362 208-860-144 43 208-820-043 123 208-830-015 203 208-840-062 283 208-860-057 363 208-860-146 44 208-820-044 124 208-830-016 204 208-840-063 284 208-860-058 364 208-860-147 45 208-820-045 125 208-830-017 205 208-840-064 285 208-860-059 365 208-860-148 46 208-820-046 126 208-830-018 206 208-840-065 286 208-860-060 366 208-860-149 47 208-820-047 127 208-830-019 207 208-840-066 287 208-860-061 367 208-860-150 48 208-820-048 128 208-830-020 208 208-840-067 288 208-860-062 368 208-860-151 49 208-820-049 129 208-830-021 209 208-840-068 289 208-860-064 369 208-860-153 50 208-820-050 130 208-830-022 210 208-840-069 290 208-860-065 370 208-860-154 51 208-820-051 131 208-830-023 211 208-850-001 291 208-860-066 371 208-860-155 52 208-820-052 132 208-830-024 212 208-850-002 292 208-860-067 372 208-860-156 53 208-820-053 133 208-830-025 213 208-850-003 293 208-860-068 373 208-860-157 54 208-820-054 134 208-830-026 214 208-850-004 294 208-860-069 374 208-860-158 55 208-820-055 135 208-830-027 215 208-850-005 295 208-860-070 375 208-860-159 56 208-820-056 136 208-830-028 216 208-850-006 296 208-860-071 376 208-860-160 57 208-820-057 137 208-830-029 217 208-850-007 297 208-860-072 377 208-860-161 58 208-820-058 138 208-830-030 218 208-850-008 298 208-860-073 378 208-860-162 59 208-820-059 139 208-830-031 219 208-850-009 299 208-860-075 379 208-860-164 60 208-820-060 140 208-830-032 220 208-850-010 300 208-860-076 380 208-860-165 61 208-820-061 141 208-830-033 221 208-850-011 301 208-860-077 381 208-860-166 62 208-820-062 142 208-840-001 222 208-850-012 302 208-860-078 382 208-860-167 63 208-820-063 143 208-840-002 223 208-850-013 303 208-860-079 383 208-860-168 64 208-820-064 144 208-840-003 224 208-850-014 304 208-860-080 384 208-860-169 65 208-820-065 145 208-840-004 225 208-850-015 305 208-860-081 385 208-860-171 66 208-820-066 146 208-840-005 226 208-850-016 306 208-860-082 386 208-860-172 67 208-820-067 147 208-840-006 227 208-850-017 307 208-860-083 387 208-860-173 68 208-820-068 148 208-840-007 228 208-850-018 308 208-860-084 388 208-860-174 69 208-820-069 149 208-840-008 229 208-850-019 309 208-860-086 389 208-860-175 70 208-820-070 150 208-840-009 230 208-850-020 310 208-860-087 390 208-860-176 71 208-820-071 151 208-840-010 231 208-850-021 311 208-860-088 391 208-860-179 72 208-820-072 152 208-840-011 232 208-850-022 312 208-860-089 392 208-860-180 73 208-820-073 153 208-840-012 233 208-850-023 313 208-860-090 393 208-860-181 74 208-820-074 154 208-840-013 234 208-850-024 314 208-860-091 394 208-860-182 75 208-820-075 155 208-840-014 235 208-850-025 315 208-860-092 395 208-860-183 76 208-820-076 156 208-840-015 236 208-850-026 316 208-860-093 396 208-860-184 77 208-820-077 157 208-840-016 237 208-850-027 317 208-860-094 397 208-860-186 78 208-820-078 158 208-840-017 238 208-850-028 318 208-860-095 398 208-860-187 79 208-820-079 159 208-840-018 239 208-850-029 319 208-860-097 399 208-860-188 80 208-820-080 160 208-840-019 240 208-850-030 320 208-860-098 400 208-860-189

5.2.e
Packet Pg. 142 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX D

APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY

FISCAL YEAR
Single-Family ParcelsCondominiums or TownhomesMulti-FamilyCommercialIndustrialInstitutionalUndeveloped Fiscal Year
Special
Tax Type
per
Residence
per
Residence per Unit per Acre per Acre per Acre per Acre
Services $692.18 $553.74 $415.31 $4,153.08 $4,153.08 $415.31 $1,038.27 Total $692.18 $553.74 $415.31 $4,153.08 $4,153.08 $415.31 $1,038.27 Services $719.87 $575.89 $431.92 $4,288.95 $4,288.95 $428.90 $1,072.24 Total $719.87 $575.89 $431.92 $4,288.95 $4,288.95 $428.90 $1,072.24 Services $748.66 $598.93 $449.20 $4,416.94 $4,416.94 $441.70 $1,104.24 Total $748.66 $598.93 $449.20 $4,416.94 $4,416.94 $441.70 $1,104.24 Services $778.61 $622.89 $467.17 $4,505.28 $4,505.28 $450.53 $1,126.32 Total $778.61 $622.89 $467.17 $4,505.28 $4,505.28 $450.53 $1,126.32 Services $812.03 $649.62 $487.22 $4,698.65 $4,698.65 $469.87 $1,174.66 Total $812.03 $649.62 $487.22 $4,698.65 $4,698.65 $469.87 $1,174.66 Services $873.71 $698.96 $524.23 $5,055.56 $5,055.56 $505.56 $1,263.89 Total $873.71 $698.96 $524.23 $5,055.56 $5,055.56 $505.56 $1,263.89 2022-23 2017-18
(Base Year)
2018-19
2021-22
Annual Special Tax Rates by Land Use by Fiscal Year
Residential Non-Residential
2020-21
2019-20

5.2.e
Packet Pg. 143 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

APPENDIX E

SPECIAL TAX ROLL

5.2.e
Packet Pg. 144 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-820-001 Single Family Home Yes Developed 0.118 1 $873.70 208-820-002 Single Family Home Yes Developed 0.114 1 $873.70 208-820-003 Single Family Home Yes Developed 0.114 1 $873.70 208-820-004 Single Family Home Yes Developed 0.114 1 $873.70 208-820-005 Single Family Home Yes Developed 0.126 1 $873.70 208-820-006 Single Family Home Yes Developed 0.126 1 $873.70 208-820-007 Single Family Home Yes Developed 0.121 1 $873.70 208-820-008 Single Family Home Yes Developed 0.122 1 $873.70 208-820-009 Single Family Home Yes Developed 0.119 1 $873.70 208-820-010 Single Family Home Yes Developed 0.114 1 $873.70 208-820-011 Single Family Home Yes Developed 0.126 1 $873.70 208-820-012 Single Family Home Yes Developed 0.143 1 $873.70 208-820-013 Single Family Home Yes Developed 0.124 1 $873.70 208-820-014 Single Family Home Yes Developed 0.116 1 $873.70 208-820-015 Single Family Home Yes Developed 0.126 1 $873.70 208-820-016 Single Family Home Yes Developed 0.127 1 $873.70 208-820-017 Single Family Home Yes Developed 0.127 1 $873.70 208-820-018 Single Family Home Yes Developed 0.118 1 $873.70 208-820-019 Single Family Home Yes Developed 0.114 1 $873.70 208-820-020 Single Family Home Yes Developed 0.114 1 $873.70 208-820-021 Single Family Home Yes Developed 0.144 1 $873.70 208-820-022 Single Family Home Yes Developed 0.155 1 $873.70 208-820-023 Single Family Home Yes Developed 0.264 1 $873.70 208-820-024 Single Family Home Yes Developed 0.127 1 $873.70 208-820-025 Single Family Home Yes Developed 0.135 1 $873.70 208-820-026 Single Family Home Yes Developed 0.138 1 $873.70 208-820-027 Single Family Home Yes Developed 0.142 1 $873.70 208-820-028 Single Family Home Yes Developed 0.14 1 $873.70 208-820-029 Single Family Home Yes Developed 0.141 1 $873.70 208-820-030 Single Family Home Yes Developed 0.152 1 $873.70 208-820-031 Single Family Home Yes Developed 0.136 1 $873.70 208-820-032 Single Family Home Yes Developed 0.122 1 $873.70 208-820-033 Single Family Home Yes Developed 0.149 1 $873.70 208-820-034 Single Family Home Yes Developed 0.177 1 $873.70 208-820-035 Single Family Home Yes Developed 0.205 1 $873.70 208-820-036 Single Family Home Yes Developed 0.288 1 $873.70 208-820-037 Single Family Home Yes Developed 0.111 1 $873.70 208-820-038 Single Family Home Yes Developed 0.091 1 $873.70 208-820-039 Single Family Home Yes Developed 0.092 1 $873.70 208-820-040 Single Family Home Yes Developed 0.093 1 $873.70 208-820-041 Single Family Home Yes Developed 0.094 1 $873.70 208-820-042 Single Family Home Yes Developed 0.079 1 $873.70 208-820-043 Single Family Home Yes Developed 0.079 1 $873.70 208-820-044 Single Family Home Yes Developed 0.079 1 $873.70 208-820-045 Single Family Home Yes Developed 0.079 1 $873.70 208-820-046 Single Family Home Yes Developed 0.081 1 $873.70 208-820-047 Single Family Home Yes Developed 0.112 1 $873.70 208-820-048 Single Family Home Yes Developed 0.106 1 $873.70 208-820-049 Single Family Home Yes Developed 0.089 1 $873.70 208-820-050 Single Family Home Yes Developed 0.087 1 $873.70 208-820-051 Single Family Home Yes Developed 0.084 1 $873.70 208-820-052 Single Family Home Yes Developed 0.082 1 $873.70 208-820-053 Single Family Home Yes Developed 0.082 1 $873.70 208-820-054 Single Family Home Yes Developed 0.082 1 $873.70 208-820-055 Single Family Home Yes Developed 0.084 1 $873.70 208-820-056 Single Family Home Yes Developed 0.088 1 $873.70

5.2.e
Packet Pg. 145 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-820-057 Single Family Home Yes Developed 0.085 1 $873.70 208-820-058 Single Family Home Yes Developed 0.094 1 $873.70 208-820-059 Single Family Home Yes Developed 0.095 1 $873.70 208-820-060 Single Family Home Yes Developed 0.173 1 $873.70 208-820-061 Single Family Home Yes Developed 0.111 1 $873.70 208-820-062 Single Family Home Yes Developed 0.101 1 $873.70 208-820-063 Single Family Home Yes Developed 0.094 1 $873.70 208-820-064 Single Family Home Yes Developed 0.085 1 $873.70 208-820-065 Single Family Home Yes Developed 0.081 1 $873.70 208-820-066 Single Family Home Yes Developed 0.082 1 $873.70 208-820-067 Single Family Home Yes Developed 0.103 1 $873.70 208-820-068 Single Family Home Yes Developed 0.12 1 $873.70 208-820-069 Single Family Home Yes Developed 0.092 1 $873.70 208-820-070 Single Family Home Yes Developed 0.091 1 $873.70 208-820-071 Single Family Home Yes Developed 0.091 1 $873.70 208-820-072 Single Family Home Yes Developed 0.091 1 $873.70 208-820-073 Single Family Home Yes Developed 0.091 1 $873.70 208-820-074 Single Family Home Yes Developed 0.091 1 $873.70 208-820-075 Single Family Home Yes Developed 0.091 1 $873.70 208-820-076 Single Family Home Yes Developed 0.107 1 $873.70 208-820-077 Single Family Home Yes Developed 0.086 1 $873.70 208-820-078 Single Family Home Yes Developed 0.073 1 $873.70 208-820-079 Single Family Home Yes Developed 0.073 1 $873.70 208-820-080 Single Family Home Yes Developed 0.073 1 $873.70 208-820-081 Single Family Home Yes Developed 0.073 1 $873.70 208-820-082 Single Family Home Yes Developed 0.073 1 $873.70 208-820-083 Single Family Home Yes Developed 0.073 1 $873.70 208-820-084 Single Family Home Yes Developed 0.073 1 $873.70 208-820-085 Single Family Home Yes Developed 0.073 1 $873.70 208-820-086 Single Family Home Yes Developed 0.096 1 $873.70 208-820-087 Single Family Home Yes Developed 0.091 1 $873.70 208-820-088 Single Family Home Yes Developed 0.091 1 $873.70 208-820-089 Single Family Home Yes Developed 0.091 1 $873.70 208-820-090 Single Family Home Yes Developed 0.091 1 $873.70 208-820-091 Single Family Home Yes Developed 0.091 1 $873.70 208-820-092 Single Family Home Yes Developed 0.091 1 $873.70 208-820-093 Single Family Home Yes Developed 0.091 1 $873.70 208-820-094 Single Family Home Yes Developed 0.091 1 $873.70 208-820-095 Single Family Home Yes Developed 0.091 1 $873.70 208-820-096 Single Family Home Yes Developed 0.109 1 $873.70 208-820-097 Single Family Home Yes Developed 0.086 1 $873.70 208-820-098 Single Family Home Yes Developed 0.073 1 $873.70 208-820-099 Single Family Home Yes Developed 0.073 1 $873.70 208-820-100 Single Family Home Yes Developed 0.073 1 $873.70 208-820-101 Single Family Home Yes Developed 0.073 1 $873.70 208-820-102 Single Family Home Yes Developed 0.073 1 $873.70 208-820-103 Single Family Home Yes Developed 0.073 1 $873.70 208-820-104 Single Family Home Yes Developed 0.073 1 $873.70 208-820-105 Single Family Home Yes Developed 0.073 1 $873.70 208-820-106 Single Family Home Yes Developed 0.073 1 $873.70 208-820-107 Single Family Home Yes Developed 0.075 1 $873.70 208-820-108 Single Family Home Yes Developed 0.079 1 $873.70 208-830-001 Single Family Home Yes Developed 0.114 1 $873.70 208-830-002 Single Family Home Yes Developed 0.114 1 $873.70 208-830-003 Single Family Home Yes Developed 0.114 1 $873.70 208-830-004 Single Family Home Yes Developed 0.114 1 $873.70

5.2.e
Packet Pg. 146 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-830-005 Single Family Home Yes Developed 0.114 1 $873.70 208-830-006 Single Family Home Yes Developed 0.114 1 $873.70 208-830-007 Single Family Home Yes Developed 0.123 1 $873.70 208-830-008 Single Family Home Yes Developed 0.141 1 $873.70 208-830-009 Single Family Home Yes Developed 0.085 1 $873.70 208-830-010 Single Family Home Yes Developed 0.052 1 $873.70 208-830-011 Single Family Home Yes Developed 0.077 1 $873.70 208-830-012 Single Family Home Yes Developed 0.067 1 $873.70 208-830-013 Single Family Home Yes Developed 0.056 1 $873.70 208-830-014 Single Family Home Yes Developed 0.047 1 $873.70 208-830-015 Single Family Home Yes Developed 0.073 1 $873.70 208-830-016 Single Family Home Yes Developed 0.065 1 $873.70 208-830-017 Single Family Home Yes Developed 0.053 1 $873.70 208-830-018 Single Family Home Yes Developed 0.09 1 $873.70 208-830-019 Single Family Home Yes Developed 0.08 1 $873.70 208-830-020 Single Family Home Yes Developed 0.057 1 $873.70 208-830-021 Single Family Home Yes Developed 0.051 1 $873.70 208-830-022 Single Family Home Yes Developed 0.054 1 $873.70 208-830-023 Single Family Home Yes Developed 0.078 1 $873.70 208-830-024 Single Family Home Yes Developed 0.093 1 $873.70 208-830-025 Single Family Home Yes Developed 0.066 1 $873.70 208-830-026 Single Family Home Yes Developed 0.059 1 $873.70 208-830-027 Single Family Home Yes Developed 0.098 1 $873.70 208-830-028 Single Family Home Yes Developed 0.083 1 $873.70 208-830-029 Single Family Home Yes Developed 0.055 1 $873.70 208-830-030 Single Family Home Yes Developed 0.11 1 $873.70 208-830-031 Single Family Home Yes Developed 0.122 1 $873.70 208-830-032 Single Family Home Yes Developed 0.067 1 $873.70 208-830-033 Single Family Home Yes Developed 0.101 1 $873.70 208-840-001 Single Family Home Yes Developed 0.278 1 $873.70 208-840-002 Single Family Home Yes Developed 0.17 1 $873.70 208-840-003 Single Family Home Yes Developed 0.131 1 $873.70 208-840-004 Single Family Home Yes Developed 0.115 1 $873.70 208-840-005 Single Family Home Yes Developed 0.123 1 $873.70 208-840-006 Single Family Home Yes Developed 0.14 1 $873.70 208-840-007 Single Family Home Yes Developed 0.157 1 $873.70 208-840-008 Single Family Home Yes Developed 0.152 1 $873.70 208-840-009 Single Family Home Yes Developed 0.117 1 $873.70 208-840-010 Single Family Home Yes Developed 0.146 1 $873.70 208-840-011 Single Family Home Yes Developed 0.145 1 $873.70 208-840-012 Single Family Home Yes Developed 0.116 1 $873.70 208-840-013 Single Family Home Yes Developed 0.114 1 $873.70 208-840-014 Single Family Home Yes Developed 0.114 1 $873.70 208-840-015 Single Family Home Yes Developed 0.114 1 $873.70 208-840-016 Single Family Home Yes Developed 0.115 1 $873.70 208-840-017 Single Family Home Yes Developed 0.129 1 $873.70 208-840-018 Single Family Home Yes Developed 0.142 1 $873.70 208-840-019 Single Family Home Yes Developed 0.115 1 $873.70 208-840-020 Single Family Home Yes Developed 0.115 1 $873.70 208-840-021 Single Family Home Yes Developed 0.122 1 $873.70 208-840-022 Single Family Home Yes Developed 0.127 1 $873.70 208-840-023 Single Family Home Yes Developed 0.135 1 $873.70 208-840-024 Single Family Home Yes Developed 0.144 1 $873.70 208-840-025 Single Family Home Yes Developed 0.141 1 $873.70 208-840-026 Single Family Home Yes Developed 0.16 1 $873.70 208-840-027 Single Family Home Yes Developed 0.129 1 $873.70

5.2.e
Packet Pg. 147 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-840-028 Single Family Home Yes Developed 0.114 1 $873.70 208-840-029 Single Family Home Yes Developed 0.114 1 $873.70 208-840-030 Single Family Home Yes Developed 0.114 1 $873.70 208-840-031 Single Family Home Yes Developed 0.114 1 $873.70 208-840-032 Single Family Home Yes Developed 0.081 1 $873.70 208-840-033 Single Family Home Yes Developed 0.055 1 $873.70 208-840-034 Single Family Home Yes Developed 0.111 1 $873.70 208-840-035 Single Family Home Yes Developed 0.129 1 $873.70 208-840-036 Single Family Home Yes Developed 0.065 1 $873.70 208-840-037 Single Family Home Yes Developed 0.096 1 $873.70 208-840-038 Single Family Home Yes Developed 0.081 1 $873.70 208-840-039 Single Family Home Yes Developed 0.053 1 $873.70 208-840-040 Single Family Home Yes Developed 0.112 1 $873.70 208-840-041 Single Family Home Yes Developed 0.053 1 $873.70 208-840-042 Single Family Home Yes Developed 0.056 1 $873.70 208-840-043 Single Family Home Yes Developed 0.081 1 $873.70 208-840-044 Single Family Home Yes Developed 0.085 1 $873.70 208-840-045 Single Family Home Yes Developed 0.049 1 $873.70 208-840-046 Single Family Home Yes Developed 0.097 1 $873.70 208-840-047 Single Family Home Yes Developed 0.091 1 $873.70 208-840-048 Single Family Home Yes Developed 0.057 1 $873.70 208-840-049 Single Family Home Yes Developed 0.049 1 $873.70 208-840-050 Single Family Home Yes Developed 0.078 1 $873.70 208-840-051 Single Family Home Yes Developed 0.061 1 $873.70 208-840-052 Single Family Home Yes Developed 0.08 1 $873.70 208-840-053 Single Family Home Yes Developed 0.085 1 $873.70 208-840-054 Single Family Home Yes Developed 0.058 1 $873.70 208-840-055 Single Family Home Yes Developed 0.102 1 $873.70 208-840-056 Single Family Home Yes Developed 0.11 1 $873.70 208-840-057 Single Family Home Yes Developed 0.062 1 $873.70 208-840-058 Single Family Home Yes Developed 0.091 1 $873.70 208-840-059 Single Family Home Yes Developed 0.084 1 $873.70 208-840-060 Single Family Home Yes Developed 0.063 1 $873.70 208-840-061 Single Family Home Yes Developed 0.058 1 $873.70 208-840-062 Single Family Home Yes Developed 0.07 1 $873.70 208-840-063 Single Family Home Yes Developed 0.082 1 $873.70 208-840-064 Single Family Home Yes Developed 0.058 1 $873.70 208-840-065 Single Family Home Yes Developed 0.056 1 $873.70 208-840-066 Single Family Home Yes Developed 0.129 1 $873.70 208-840-067 Single Family Home Yes Developed 0.096 1 $873.70 208-840-068 Single Family Home Yes Developed 0.061 1 $873.70 208-840-069 Single Family Home Yes Developed 0.092 1 $873.70 208-850-001 Single Family Home Yes Developed 0.139 1 $873.70 208-850-002 Single Family Home Yes Developed 0.139 1 $873.70 208-850-003 Single Family Home Yes Developed 0.136 1 $873.70 208-850-004 Single Family Home Yes Developed 0.14 1 $873.70 208-850-005 Single Family Home Yes Developed 0.127 1 $873.70 208-850-006 Single Family Home Yes Developed 0.141 1 $873.70 208-850-007 Single Family Home Yes Developed 0.128 1 $873.70 208-850-008 Single Family Home Yes Developed 0.126 1 $873.70 208-850-009 Single Family Home Yes Developed 0.138 1 $873.70 208-850-010 Single Family Home Yes Developed 0.131 1 $873.70 208-850-011 Single Family Home Yes Developed 0.12 1 $873.70 208-850-012 Single Family Home Yes Developed 0.119 1 $873.70 208-850-013 Single Family Home Yes Developed 0.141 1 $873.70 208-850-014 Single Family Home Yes Developed 0.154 1 $873.70

5.2.e
Packet Pg. 148 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-850-015 Single Family Home Yes Developed 0.131 1 $873.70 208-850-016 Single Family Home Yes Developed 0.122 1 $873.70 208-850-017 Single Family Home Yes Developed 0.153 1 $873.70 208-850-018 Single Family Home Yes Developed 0.114 1 $873.70 208-850-019 Single Family Home Yes Developed 0.216 1 $873.70 208-850-020 Single Family Home Yes Developed 0.155 1 $873.70 208-850-021 Single Family Home Yes Developed 0.139 1 $873.70 208-850-022 Single Family Home Yes Developed 0.162 1 $873.70 208-850-023 Single Family Home Yes Developed 0.178 1 $873.70 208-850-024 Single Family Home Yes Developed 0.147 1 $873.70 208-850-025 Single Family Home Yes Developed 0.116 1 $873.70 208-850-026 Single Family Home Yes Developed 0.115 1 $873.70 208-850-027 Single Family Home Yes Developed 0.124 1 $873.70 208-850-028 Single Family Home Yes Developed 0.129 1 $873.70 208-850-029 Single Family Home Yes Developed 0.133 1 $873.70 208-850-030 Single Family Home Yes Developed 0.152 1 $873.70 208-850-031 Single Family Home Yes Developed 0.191 1 $873.70 208-850-032 Single Family Home Yes Developed 0.119 1 $873.70 208-850-033 Single Family Home Yes Developed 0.125 1 $873.70 208-850-034 Single Family Home Yes Developed 0.134 1 $873.70 208-850-035 Single Family Home Yes Developed 0.235 1 $873.70 208-850-036 Single Family Home Yes Developed 0.147 1 $873.70 208-850-037 Single Family Home Yes Developed 0.201 1 $873.70 208-850-038 Single Family Home Yes Developed 0.135 1 $873.70 208-850-039 Single Family Home Yes Developed 0.14 1 $873.70 208-850-040 Single Family Home Yes Developed 0.114 1 $873.70 208-850-041 Single Family Home Yes Developed 0.114 1 $873.70 208-850-042 Single Family Home Yes Developed 0.115 1 $873.70 208-850-043 Single Family Home Yes Developed 0.147 1 $873.70 208-850-044 Single Family Home Yes Developed 0.129 1 $873.70 208-850-045 Single Family Home Yes Developed 0.124 1 $873.70 208-850-046 Single Family Home Yes Developed 0.159 1 $873.70 208-860-029 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-030 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-031 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-032 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-033 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-034 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-035 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-036 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-037 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-038 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-039 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-040 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-042 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-043 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-044 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-045 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-046 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-047 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-048 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-049 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-050 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-051 Condominiums/Townhomes Yes Developed N/A 1 $698.96 208-860-053 Condominiums/Townhomes Yes Developed 0.044 1 $698.96 208-860-054 Condominiums/Townhomes Yes Developed 0.044 1 $698.96

5.2.e
Packet Pg. 149 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-860-055 Condominiums/Townhomes Yes Developed 0.044 1 $698.96 208-860-056 Condominiums/Townhomes Yes Developed 0.044 1 $698.96 208-860-057 Condominiums/Townhomes Yes Developed 0.044 1 $698.96 208-860-058 Condominiums/Townhomes Yes Developed 0.044 1 $698.96 208-860-059 Condominiums/Townhomes Yes Developed 0.044 1 $698.96 208-860-060 Condominiums/Townhomes Yes Developed 0.044 1 $698.96 208-860-061 Condominiums/Townhomes Yes Developed 0.044 1 $698.96 208-860-062 Condominiums/Townhomes Yes Developed 0.044 1 $698.96 208-860-064 Condominiums/Townhomes Yes Developed 0.045 1 $698.96 208-860-065 Condominiums/Townhomes Yes Developed 0.045 1 $698.96 208-860-066 Condominiums/Townhomes Yes Developed 0.045 1 $698.96 208-860-067 Condominiums/Townhomes Yes Developed 0.045 1 $698.96 208-860-068 Condominiums/Townhomes Yes Developed 0.045 1 $698.96 208-860-069 Condominiums/Townhomes Yes Developed 0.045 1 $698.96 208-860-070 Condominiums/Townhomes Yes Developed 0.045 1 $698.96 208-860-071 Condominiums/Townhomes Yes Developed 0.045 1 $698.96 208-860-072 Condominiums/Townhomes Yes Developed 0.045 1 $698.96 208-860-073 Condominiums/Townhomes Yes Developed 0.045 1 $698.96 208-860-075 Condominiums/Townhomes Yes Developed 0.056 1 $698.96 208-860-076 Condominiums/Townhomes Yes Developed 0.056 1 $698.96 208-860-077 Condominiums/Townhomes Yes Developed 0.056 1 $698.96 208-860-078 Condominiums/Townhomes Yes Developed 0.056 1 $698.96 208-860-079 Condominiums/Townhomes Yes Developed 0.056 1 $698.96 208-860-080 Condominiums/Townhomes Yes Developed 0.056 1 $698.96 208-860-081 Condominiums/Townhomes Yes Developed 0.056 1 $698.96 208-860-082 Condominiums/Townhomes Yes Developed 0.056 1 $698.96 208-860-083 Condominiums/Townhomes Yes Developed 0.056 1 $698.96 208-860-084 Condominiums/Townhomes Yes Developed 0.056 1 $698.96 208-860-086 Condominiums/Townhomes Yes Developed 0.048 1 $698.96 208-860-087 Condominiums/Townhomes Yes Developed 0.048 1 $698.96 208-860-088 Condominiums/Townhomes Yes Developed 0.048 1 $698.96 208-860-089 Condominiums/Townhomes Yes Developed 0.048 1 $698.96 208-860-090 Condominiums/Townhomes Yes Developed 0.048 1 $698.96 208-860-091 Condominiums/Townhomes Yes Developed 0.048 1 $698.96 208-860-092 Condominiums/Townhomes Yes Developed 0.048 1 $698.96 208-860-093 Condominiums/Townhomes Yes Developed 0.048 1 $698.96 208-860-094 Condominiums/Townhomes Yes Developed 0.048 1 $698.96 208-860-095 Condominiums/Townhomes Yes Developed 0.048 1 $698.96 208-860-097 Condominiums/Townhomes Yes Developed 0.052 1 $698.96 208-860-098 Condominiums/Townhomes Yes Developed 0.049 1 $698.96 208-860-099 Condominiums/Townhomes Yes Developed 0.043 1 $698.96 208-860-100 Condominiums/Townhomes Yes Developed 0.043 1 $698.96 208-860-101 Condominiums/Townhomes Yes Developed 0.062 1 $698.96 208-860-102 Condominiums/Townhomes Yes Developed 0.052 1 $698.96 208-860-103 Condominiums/Townhomes Yes Developed 0.049 1 $698.96 208-860-104 Condominiums/Townhomes Yes Developed 0.042 1 $698.96 208-860-105 Condominiums/Townhomes Yes Developed 0.042 1 $698.96 208-860-106 Condominiums/Townhomes Yes Developed 0.062 1 $698.96 208-860-108 Condominiums/Townhomes Yes Developed 0.052 1 $698.96 208-860-109 Condominiums/Townhomes Yes Developed 0.049 1 $698.96 208-860-110 Condominiums/Townhomes Yes Developed 0.043 1 $698.96 208-860-111 Condominiums/Townhomes Yes Developed 0.043 1 $698.96

5.2.e
Packet Pg. 150 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-860-112 Condominiums/Townhomes Yes Developed 0.062 1 $698.96 208-860-113 Condominiums/Townhomes Yes Developed 0.052 1 $698.96 208-860-114 Condominiums/Townhomes Yes Developed 0.049 1 $698.96 208-860-115 Condominiums/Townhomes Yes Developed 0.042 1 $698.96 208-860-116 Condominiums/Townhomes Yes Developed 0.042 1 $698.96 208-860-117 Condominiums/Townhomes Yes Developed 0.062 1 $698.96 208-860-119 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-120 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-121 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-122 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-123 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-124 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-126 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-127 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-128 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-129 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-130 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-131 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-133 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-134 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-135 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-136 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-137 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-138 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-139 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-140 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-141 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-142 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-143 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-144 Condominiums/Townhomes Yes Developed 0.046 1 $698.96 208-860-146 Condominiums/Townhomes Yes Developed 0.079 1 $698.96 208-860-147 Condominiums/Townhomes Yes Developed 0.079 1 $698.96 208-860-148 Condominiums/Townhomes Yes Developed 0.079 1 $698.96 208-860-149 Condominiums/Townhomes Yes Developed 0.079 1 $698.96 208-860-150 Condominiums/Townhomes Yes Developed 0.079 1 $698.96 208-860-151 Condominiums/Townhomes Yes Developed 0.079 1 $698.96 208-860-153 Condominiums/Townhomes Yes Developed 0.058 1 $698.96 208-860-154 Condominiums/Townhomes Yes Developed 0.058 1 $698.96 208-860-155 Condominiums/Townhomes Yes Developed 0.058 1 $698.96 208-860-156 Condominiums/Townhomes Yes Developed 0.058 1 $698.96 208-860-157 Condominiums/Townhomes Yes Developed 0.058 1 $698.96 208-860-158 Condominiums/Townhomes Yes Developed 0.058 1 $698.96 208-860-159 Condominiums/Townhomes Yes Developed 0.058 1 $698.96 208-860-160 Condominiums/Townhomes Yes Developed 0.058 1 $698.96 208-860-161 Condominiums/Townhomes Yes Developed 0.058 1 $698.96 208-860-162 Condominiums/Townhomes Yes Developed 0.058 1 $698.96 208-860-164 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-165 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-166 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-167 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-168 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-169 Condominiums/Townhomes Yes Developed 0.057 1 $698.96

5.2.e
Packet Pg. 151 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-860-171 Condominiums/Townhomes Yes Developed 0.038 1 $698.96 208-860-172 Condominiums/Townhomes Yes Developed 0.040 1 $698.96 208-860-173 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-174 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-175 Condominiums/Townhomes Yes Developed 0.040 1 $698.96 208-860-176 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-860-179 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-860-180 Condominiums/Townhomes Yes Developed 0.040 1 $698.96 208-860-181 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-182 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-183 Condominiums/Townhomes Yes Developed 0.040 1 $698.96 208-860-184 Condominiums/Townhomes Yes Developed 0.038 1 $698.96 208-860-186 Condominiums/Townhomes Yes Developed 0.038 1 $698.96 208-860-187 Condominiums/Townhomes Yes Developed 0.040 1 $698.96 208-860-188 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-189 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-190 Condominiums/Townhomes Yes Developed 0.040 1 $698.96 208-860-191 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-860-192 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-860-193 Condominiums/Townhomes Yes Developed 0.040 1 $698.96 208-860-194 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-195 Condominiums/Townhomes Yes Developed 0.057 1 $698.96 208-860-196 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-860-197 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-001 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-002 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-003 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-004 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-005 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-006 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-007 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-008 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-009 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-010 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-011 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-012 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-014 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-015 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-016 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-017 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-018 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-019 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-020 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-021 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-022 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-023 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-024 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-025 Condominiums/Townhomes Yes Developed 0.039 1 $698.96 208-870-027 Condominiums/Townhomes Yes Developed 0.059 1 $698.96 208-870-028 Condominiums/Townhomes Yes Developed 0.059 1 $698.96 208-870-029 Condominiums/Townhomes Yes Developed 0.059 1 $698.96 208-870-030 Condominiums/Townhomes Yes Developed 0.059 1 $698.96

5.2.e
Packet Pg. 152 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-870-031 Condominiums/Townhomes Yes Developed 0.059 1 $698.96 208-870-032 Condominiums/Townhomes Yes Developed 0.059 1 $698.96 Total 438 $350,877.92

5.2.e
Packet Pg. 153 Attachment: E: CFD 2014-1 (Tax Zone 2) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) Community FaciliƟes District
No. 2014-1
Tax Zone No. 3
Fiscal Year 2022-23
Annual Report
November 1, 2023

5.2.f
Packet Pg. 154 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) TABLE OF CONTENTS i

TABLE OF CONTENTS
Page No.

Section I – Introduction.................................................................................................... 1 Section II – Revenues and Expenditures ........................................................................ 3 Section III – Status of Improvements and Services......................................................... 4 Section IV – Calculation of Special Tax Levy .................................................................. 5 Appendix A - Rate and Method of Apportionment of Special Tax Appendix B - List of Authorized Services
Appendix C - Boundary Map
Appendix D - Summary of Annual Special Tax Rates by Land Use by Fiscal Year Appendix E - Special Tax Roll

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Packet Pg. 155 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION I 1 SECTION I

On November 14, 2017, Subdivisions 9443, 9455, 9456 and 9457 were annexed to the CFD and are located within Tax Zone No. 2.

On March 22, 2021, Subdivision 9502 was annexed to the CFD and is located within Tax Zone No. 3. The special tax may be levied in Tax Zone No. 3 each fiscal year commencing with Fiscal Year 2021-22.

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Packet Pg. 156 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION I 2 MAXIMUM ANNUAL SPECIAL TAX RATES
For Fiscal Year 2022-23, the maximum annual special tax rates by land use were as follows:

SERVICES FINANCED BY THE CFD
The full and complete list of authorized improvements and services can be found in Appendix “B”. The following is a summary of the items funded by the CFD:

Services
$762.04 per Residence
$609.85 per Residence
$457.67 per Unit
$4,535.53 per Acre
$4,535.53 per Acre
$453.89 per Acre
1 2
Services
$1,134.16 per Acre
1 Tax Zone No. 3
Tax Zone No. 3
For Fiscal Year 2022-23, the Services Special Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

Single-Family Parcels1
Industrial2
Institutional2
Community Facilities District No. 2014-1
Fiscal Year 2022-23 Developed Maximum Special Tax Rates by Land Use Condominiums/Townhomes1
Multi-Family1
Commercial2
Undeveloped1
For Fiscal Year 2022-23, the Services Special Tax Rate for Undeveloped parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

For Fiscal Year 2022-23, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

Community Facilities District No. 2014-1
Fiscal Year 2022-23 Undeveloped Maximum Special Tax Rates

5.2.f
Packet Pg. 157 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION II 3 SECTION II

REVENUES AND EXPENDITURES
The revenues are the special tax collections and interest earnings, if any, for Fiscal Year 2022-23. The costs are those expenditures that were funded in Fiscal Year 2022-23. The annual costs are composed of 1) maintenance, operations, and services costs, 2) administrative expenses, 3) prior year or anticipated current year delinquencies, and 4) collection for operating and capital reserves, if any.

Revenues:

Fund Balance as of June 30, 2022 $0
Special Tax Levy/Other Revenues $55,095
Interest Earnings $203
$55,298
Expenditures:

Admin. Expenses $1,143
Maintenance, Operation & Services Cost $54,155
Debt Service Payment $0
Anticipated Delinquencies $0
$55,298
Fund Balance as of June 30, 2023 $0
*Numbers in the table above may not foot due to rounding Special Tax Fund Revenues and Expenditures
Improvement Fund Revenues and Expenditures
No debt has been issued

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Packet Pg. 158 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION III 4 SECTION III

STATUS OF IMPROVEMENTS AND SERVICES
The following is the status of the improvements and services financed within the CFD. • To date, the CFD has not financed the construction of any improvements. • Tax revenue generated by the CFD is currently paying a portion of the on-going public safety services within the CFD.

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Packet Pg. 159 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION IV 5 SECTION IV

CALCULATION OF SPECIAL TAX LEVY

CLASSIFICATION OF PARCELS
Each fiscal year, each parcel of land within the CFD Tax Zone No. 3 is classified as Taxable or Exempt Property. Taxable Properties are further classified as Developed Property or Undeveloped Property. Developed Property is further classified as SingleFamily, Condominium/Townhome, Multi-Family, Commercial, Industrial or Institutional Property. The Fiscal Year 2022-23 parcel classifications for taxable parcels within Tax Zone No. 3 are summarized below.

Number
of
Land Use Parcels
Developed Single-Family Parcels 5
Developed Condominium/Townhomes 5
Undeveloped 10
Total 20
Services
$762.04 per Residence
$609.85 per Residence
$457.67 per Unit
$4,535.53 per Acre
$4,535.53 per Acre
$453.89 per Acre
1 2
Tax Zone No. 3
For Fiscal Year 2022-23, the Services Special Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

Single-Family Parcels1
Industrial2
Institutional2
Community Facilities District No. 2014-1
Fiscal Year 2022-23 Developed Maximum Special Tax Rates by Land Use Condominiums/Townhomes1
Multi-Family1
Commercial2
For Fiscal Year 2022-23, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

5.2.f
Packet Pg. 160 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION IV 6 If additional revenue is needed, the special tax is levied proportionately on Undeveloped Property up to 100% of the Maximum Special Tax until the amount, when combined with the Developed Property taxes, is equal to the Special Tax Requirement. The table below shows the Tax Zone No. 3 maximum special tax rates levied on Undeveloped property in Fiscal Year 2022-23.

Services
$1,134.16 per Acre
1 Tax Zone No. 3
Undeveloped1
For Fiscal Year 2022-23, the Services Special Tax Rate for Undeveloped parcels has been increased by 7.60% over the Fiscal Year 2021-22 rates, per the RMA.

Community Facilities District No. 2014-1
Fiscal Year 2022-23 Undeveloped Maximum Special Tax Rates

5.2.f
Packet Pg. 161 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
(TAX ZONE NO. 3)

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Packet Pg. 162 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

Capitalized terms that are used but not defined in this Supplement have the meaning given them in the Existing Rate and Method.

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Packet Pg. 163 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

5.2.f
Packet Pg. 164 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

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Packet Pg. 165 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

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Packet Pg. 166 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

The Special Tax Requirement may be reduced in any Fiscal Year by (i) credits from available monies from sources identified in the Fiscal Agent Agreement, including without limitation excess interest earnings in the reserve fund, (ii) in the City’s sole discretion, proceeds from the collection of penalties and interest associated with delinquent Special Taxes, and (iii) any other revenues available to pay debt service on the Bonds as determined by the Administrator.
“Taxable Property” means all Assessors’ Parcels within the boundaries of CFD No. 2014-1 that are not classified as an Exempt Parcel.
“Tax Zone” means a mutually exclusive geographic area within which the Special Tax may be levied pursuant to this RMA. All the property within CFD No. 2014-1 at the time of CFD Formation is within Tax Zone 1. Additional Tax Zones may be created when property is annexed to CFD No. 2014-1, and a separate Maximum Special Tax shall be identified for property within the new Tax Zone at the time of such annexation. The Assessor’s Parcels included within a new Tax Zone established when such Parcels are annexed to CFD No. 2014-1 shall be identified by Assessor’s Parcel Number in the Unanimous Approval Form that is signed by the owner(s) of the Parcels at the time of annexation.
“Unanimous Approval Form” means that form executed by the record owner of fee title to a Parcel or Parcels annexed into CFD No. 2014-1 that constitutes the property owner’s approval and unanimous vote in favor of annexing into CFD No. 2014-1, the levy of the Special Tax against his/her Parcel or Parcels pursuant to this RMA and the issuance of Bonds by the CFD.
“Undeveloped Property” means, in any Fiscal Year, all Parcels of Taxable Property in CFD No. 2014-1 that are not Developed Property.

5.2.f
Packet Pg. 167 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

C. MAXIMUM SPECIAL TAXES

1. Developed Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Developed Property within Tax Zone No. 3 shall be as follows:

Tax Zone No. 3

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Packet Pg. 168 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

2. Undeveloped Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Undeveloped Property within Tax Zone No. 3 are shown below.

3. Escalation of Maximum Special Tax
The Maximum Services Special Tax shall automatically increase without further action by the City Council.

Under no circumstances may the Facilities Special Tax on a Parcel in residential use be increased in any Fiscal Year as a consequence of delinquency or default in payment of the Facilities Special Tax levied on another Parcel or Parcels by more than ten percent Facilities Services Total
Undeveloped1 $0.00 $1,022.00 $1,022.00 per Acre
1 Fiscal Year 2020-21 Undeveloped Maximum Special Tax Rate For Fiscal Year 2021-22 and on, the Services Special Tax Rate for Undeveloped parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Community Facilities District No. 2014-1
Tax Zone No. 3

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Packet Pg. 169 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

(10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

G. REPEAL OF THE SPECIAL TAX
If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Parcels in CFD No. 2014-1, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the Authorized Facilities and Authorized Services for which the Special Tax was levied. The obligations to provide the Authorized Facilities and Authorized Services previously funded by the repealed Special Tax shall become the obligations of any property owners of Parcels established within CFD No. 2014-1, and if there is no such association, they shall become the joint obligations of the property owners of Parcels within CFD No. 2014-1 in proportion to the number of Parcels owned by each such owner to the total number of Parcels within CFD No. 2014-1.

5.2.f
Packet Pg. 170 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX B

APPENDIX B

LIST OF AUTHORIZED SERVICES

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Packet Pg. 171 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX B

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Packet Pg. 172 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX C

APPENDIX C

BOUNDARY MAP

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Packet Pg. 173 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 3
Legend
!( Reference Number
CFD No. 2014-1 Tax Zone No. 3
Parcel Lines
0 180
Feet
±
1 BOLLINGER
CANYON
RD

FARIA PRESERVE PKWY

MATEO MILLER CIR
2 4 3
5 6
7 8
9 10 11
12 13
15 14
20 16
17 18
19 ARGENTO LP
Assessor
Reference Parcel
Number Number
1 208-880-001
2 208-880-002
3 208-880-003
4 208-880-004
5 208-880-005
6 208-880-006
7 208-880-007
8 208-880-008
9 208-880-009
10 208-880-010
11 208-880-011
12 208-880-012
13 208-880-013
14 208-880-014
15 208-880-015
16 208-880-016
17 208-880-017
18 208-880-018
19 208-880-019
20 208-880-027

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Packet Pg. 174 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX D

APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY

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Packet Pg. 175 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FISCAL YEAR 2022-23
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX E

APPENDIX E

SPECIAL TAX ROLL
Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
Fiscal Year
2022-23
Tax
208-880-001 Single Family Home N/A Developed 0.212 2 $1,524.08 208-880-002 Single Family Home N/A Developed 0.214 4 $3,048.16 208-880-003 Single Family Home N/A Developed 0.339 6 $4,572.24 208-880-004 Single Family Home N/A Developed 0.325 6 $4,572.24 208-880-005 Single Family Home N/A Developed 0.312 6 $4,572.24 208-880-006 Vacant Residential N/A Uneveloped 0.361 0 $409.42 208-880-007 Vacant Residential N/A Uneveloped 0.353 0 $400.36 208-880-008 Vacant Residential N/A Uneveloped 0.191 0 $216.62 208-880-009 Vacant Residential N/A Uneveloped 0.277 0 $314.16 208-880-010 Vacant Residential N/A Uneveloped 0.444 0 $503.56 208-880-011 Vacant Residential N/A Uneveloped 0.435 0 $493.36 208-880-012 Vacant Residential N/A Uneveloped 0.409 0 $463.86 208-880-013 Vacant Residential N/A Uneveloped 0.405 0 $459.32 208-880-014 Condominiums/Townhomes N/A Developed 0.387 11 $6,708.34 208-880-015 Condominiums/Townhomes N/A Developed 0.609 11 $6,708.34 208-880-016 Vacant Residential N/A Uneveloped 0.243 0 $275.60 208-880-017 Condominiums/Townhomes N/A Developed 0.482 14 $8,537.90 208-880-018 Condominiums/Townhomes N/A Developed 0.372 10 $6,098.50 208-880-019 Condominiums/Townhomes N/A Developed 0.271 5 $3,049.24 208-880-027 Vacant Institutional No Uneveloped 1.911 0 $2,167.38 Total 75 $55,094.92

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Packet Pg. 176 Attachment: F: CFD 2014-1 (Tax Zone 3) Annual Report FY 2022-23 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) Community FaciliƟes District
No. 2014-1
Tax Zone No. 1
Fiscal Year 2021-22
Annual Report
December 1, 2022

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Packet Pg. 177 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) TABLE OF CONTENTS i

TABLE OF CONTENTS
Page No.

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Packet Pg. 178 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION I 1 SECTION I

INTRODUCTION
A Resolution of Formation (Resolution No. 2014-026) creating City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services) (the “CFD”) was approved on February 25, 2014, by the City Council (the “Council”) of City of San Ramon (the “City”). The CFD was created to mitigate the negative fiscal impact of new development on public facilities and services. Upon formation of the CFD all parcels were located within Tax Zone No. 1. The special tax may be levied in the CFD each fiscal year commencing with Fiscal Year (FY) 2014-15. The City started levying the special taxes in FY 2015-16.

This report provides a detailed description of the process used to calculate annual special tax levies for the CFD. The Tax Zone No. 1 special taxes are calculated according to the “Rate and Method of Apportionment of Special Tax” (RMA) (see Appendix “A”) as adopted by the Resolution forming the CFD.

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Packet Pg. 179 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION I 2 MAXIMUM ANNUAL SPECIAL TAX RATES
For FY 2021-22, the maximum annual special tax rates by land use were as follows:

Facilities1 Services2 Total
$117.17 $883.49 $1,000.66 per Residence
$93.74 $706.79 $800.53 per Residence
$70.30 $530.09 $600.39 per Unit
$760.28 $4,894.30 $5,654.58 per Acre
$760.28 $4,894.30 $5,654.58 per Acre
$76.03 $489.43 $565.46 per Acre
1 2
3 Facilities Services Total
Undeveloped1 $190.07 $1,223.58 $1,413.65 per Acre
1 Industrial3
Commercial3
Multi-Family
Condominiums or Townhomes
Single-Family Parcels
For FY 2021-22, the Facilities and Services Special Tax Rate for Undeveloped parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

Community Facilities District No. 2014-1
FY 2021-22 Developed Maximum Special Tax Rates by Land Use Community Facilities District No. 2014-1
FY 2021-22 Undeveloped Maximum Special Tax Rates
Institutional3
For FY 2021-22, the Facilities Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 2.00% over the FY 2020-21 rates, per the RMA.

For FY 2021-22, the Services Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

For FY 2021-22, the Facilities and Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

Tax Zone No. 1
Tax Zone No. 1

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Packet Pg. 180 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION II 3 SECTION II

REVENUES AND EXPENDITURES
The revenues are the special tax collections and interest earnings, if any, for FY 2021-

22. The costs are those expenditures that were funded in FY 2021-22. The annual costs are composed of 1) maintenance, operations, and services costs, 2) bond debt service, if any, 3) administrative expenses, 4) prior year or anticipated current year delinquencies, and 5) improvement fund expenditures, if any.

Revenues:

Fund Balance as of June 30, 2021 $0
Special Tax Levy/Other Revenues $38,425
Interest Earnings $130
$38,555
Expenditures:

Admin. Expenses $939
Maintenance, Operation & Services Cost $37,616
Debt Service Payment $0
Anticipated Delinquencies $0
$38,555
Fund Balance as of June 30, 2022 $0
*Numbers in the table above may not foot due to rounding Special Tax Fund Revenues and Expenditures
Improvement Fund Revenues and Expenditures
No debt has been issued

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Packet Pg. 181 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION III 4 SECTION III

STATUS OF IMPROVEMENTS AND SERVICES
The following is the status of the improvements and services financed within the CFD. • To date, the CFD has not financed the construction of any improvements. • Tax revenue generated by the CFD is currently paying a portion of the on-going public safety services within the CFD.

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Packet Pg. 182 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION IV 5 SECTION IV

CALCULATION OF SPECIAL TAX LEVY

CLASSIFICATION OF PARCELS
For each fiscal year, each parcel of land within the CFD Tax Zone No. 1 is classified as Taxable or Exempt Property. The Taxable Properties are further classified as a Developed Property or Undeveloped Property. The Developed Property is further classified as Single-Family, Condominium/Townhome, Multi-Family, Commercial, Industrial or Institutional Property. The FY 2021-22 parcel classifications for taxable parcels within Tax Zone No. 1 are summarized below.

In FY 2021-22, there was no undeveloped property in Tax Zone No. 1.

No. of
Land Use Parcels
Condominiums/Townhomes 48
Facilities1 Services2 Total
$117.17 $883.49 $1,000.66 per Residence
$93.74 $706.79 $800.53 per Residence
$70.30 $530.09 $600.39 per Unit
$760.28 $4,894.30 $5,654.58 per Acre
$760.28 $4,894.30 $5,654.58 per Acre
$76.03 $489.43 $565.46 per Acre
1 2
3 Industrial3
Commercial3
Multi-Family
Condominiums or Townhomes
Single-Family Parcels
Community Facilities District No. 2014-1
FY 2021-22 Developed Maximum Special Tax Rates by Land Use Institutional3
For FY 2021-22, the Facilities Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 2.00% over the FY 2020-21 rates, per the RMA.

For FY 2021-22, the Services Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi-Family parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

For FY 2021-22, the Facilities and Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

Tax Zone No. 1

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Packet Pg. 183 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) SECTION IV 6 CURRENT ANNUAL CFD REVENUE
The Special Tax Requirement for Tax Zone No. 1 exceeds the amount generated by application of the Maximum Annual Special Tax; therefore, the Maximum Annual Special Tax was applied to each taxable parcel in FY 2021-22.

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Packet Pg. 184 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
(TAX ZONE NO. 1)

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Packet Pg. 185 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

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Packet Pg. 186 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

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Packet Pg. 187 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

“County” means the County of Contra Costa.
“County Assessor” means the Contra Costa County Assessor. “Developed Property” means, in any Fiscal Year, all Parcels of Taxable Property for which a Building Permit was issued by the City on or prior to June 30 of the preceding Fiscal Year. In the absence of a Building Permit, any Parcel of Taxable Property shall be classified as Developed Property if it has been occupied by a residential or non-residential user on or prior to June 30 of the preceding fiscal year. “Exempt Parcel” means all Assessor Parcels Property used exclusively for landscaping, open space or common area or is considered unbuildable by the Administrator. “Final Map” means a final map approved by the City pursuant to the Subdivision Map Act (California Government Code Section 66410, et seq.) that creates individual lots on which a building permit can be issued for construction of residential units without further subdivision of the lots.
“Fiscal Agent” means the fiscal agent or trustee under the Fiscal Agent Agreement. “Fiscal Agent Agreement” means the indenture, fiscal agent agreement, resolution or other instrument pursuant to which Bonds are issued, as modified, amended or supplemented from time to time.
“Fiscal Year” means the period starting on July 1 and ending on the following June 30. “Industrial Parcel” means a Parcel designated by the County Assessor as having an industrial land use.
“Institutional Parcel” means a Parcel designated by the County Assessor as having an institutional land use.
“Maximum Special Tax” means the maximum Special Tax, determined in accordance with Section C, which can be levied in any Fiscal Year. “Multi-Family Parcel” means a Parcel designated by the County Assessor as having a multi-family residential land use which includes duplexes, triplexes, fourplexes and apartments.
“Proportionately” means, for Developed Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means, for Undeveloped Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Undeveloped Property.

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Packet Pg. 188 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

“Public Property” means, for each Fiscal Year: any property within the boundaries of CFD No. 2014-1 that is owned by or irrevocably offered for dedication to the federal government, the State of California, the City or any other public agency. “Residential Unit” means an individual single-family residential unit, condominium or townhome unit, or multi-family residential unit per the County Assessor. An Accessory Unit that shares a Parcel with a single-family detached unit shall be considered a separate Residential Unit for purposes of this RMA.
“RMA” means this Rate and Method of Apportionment of Special Tax. “Single-Family Parcel” means a Parcel designated by the County Assessor as having a single-family land use.
“Special Tax” means any tax levied within CFD No. 2014-1 to pay the Special Tax Requirement.
“Special Tax Requirement” means the amount of revenue needed in any Fiscal Year to pay for the following: (i) Authorized Facilities and Authorized Services; (ii) principal of and interest on the Bonds due in the Calendar Year which commences in such Fiscal Year, (iii) Administrative Expenses; and (iv) amounts needed to cure any delinquencies in the payment of Special Taxes which have occurred or, based on delinquency rates in prior years, may be expected to occur in the Fiscal Year in which the Special Tax will be collected.

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Packet Pg. 189 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

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Packet Pg. 190 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

C. MAXIMUM SPECIAL TAXES

1. Developed Property
The Maximum Special Tax for Fiscal Year 2013-14 for all Parcels of Developed Property within Tax Zone No. 1 shall be as follows:

2. Undeveloped Property
The Maximum Special Tax for Fiscal Year 2013-14 for all Parcels of Undeveloped Property within Tax Zone No. 1 are shown below.

3. Escalation of Maximum Special Tax
The Maximum Special Tax shall automatically increase without further action by the City Council.

Facilities 1 Services 2 Total
Single Family Parcels $100.00 $643.75 $743.75 per Residence Condominiums or Townhomes $80.00 $515.00 $595.00 per Residence Multi-Family $60.00 $386.25 $446.25 per Unit
Commercial 3 $600.00 $3,862.50 $4,462.50 per Acre
Industrial 3 $600.00 $3,862.50 $4,462.50 per Acre
Institutional 3 $60.00 $386.25 $446.25 per Acre
1 2
3 FY 2013-14 Developed Maximum Special Tax Rate by Land Use Community Facilities District No. 2014-1
Tax Zone No. 1
For FY 2014-15 and on, the Facilities Special Tax Rate for Single Family, Condominium/Townhomes, and Multi-Family parcels shown in the table above will be increased two (2.00%) compounded annually, per Government Code 53321.

For FY 2014-15 and on, the Services Special Tax Rate for Single Family, Condominium/Townhomes, and Multi-Family parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of four (4.00%) compounded annually.

For FY 2014-15 and on, the Facilities and Services Special Tax Rate for Commercial, Industrial, and Institutional parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Facilities Services Total
Undeveloped1 $150.00 $965.63 $1,115.63 per Acre
1 Tax Zone No. 1
FY 2013-14 Undeveloped Maximum Special Tax Rate
Community Facilities District No. 2014-1
For FY 2014-15 and on, the Facilities and Services Special Tax Rate for Undeveloped parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

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Packet Pg. 191 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

Under no circumstances may the Facilities Special Tax on a Parcel in residential use be increased in any Fiscal Year as a consequence of delinquency or default in payment of the Facilities Special Tax levied on another Parcel or Parcels by more than ten percent (10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

E. INTERPRETATION OF SPECIAL TAX FORMULA
The City reserves the right to make minor administrative and technical changes to this document that does not materially affect the rate and method of apportioning Special Taxes. In addition, the interpretation and application of any section of this document shall be left to the City’s discretion. Interpretations may be made by the City by resolution of the Council for purposes of clarifying any vagueness or ambiguity in this RMA.

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Packet Pg. 192 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A

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Packet Pg. 193 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B

APPENDIX B

LIST OF AUTHORIZED FACILITIES AND SERVICES

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Packet Pg. 194 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B

DESCRIPTION OF FACILITIES AND SERVICES TO BE FINANCED BY THE CFD

FACILITIES
The Facilities shown below are proposed to be financed in whole or in part by the CFD.

The CFD may also finance any of the following:

2. Administrative fees of the City and the bond trustee or fiscal agent related to the CFD and the bonds and other debt.

SERVICES
The Services shown below ("services" shall have the meaning given that term in the Mello-Roos Community Facilities Act of 1982) are proposed to be financed by the CFD, including all related administrative costs, expenses, and related reserves for replacement of vehicles, equipment and facilities:
• Annual operation, maintenance and servicing, including repair and replacement, of police, park and recreational facilities, open space facilities,

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Packet Pg. 195 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B

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Packet Pg. 196 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX C

APPENDIX C

BOUNDARY MAP

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Packet Pg. 197 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 1
Ryan Industrial Ct
Old Crow Canyon Rd
Crow Canyon Rd
!(42
!(43
!(40 !(41
!(44
!(45
!(20
!(23
!(17
!(14
!( !(38
4 !(11
!(35
!(32
!(1
!(29
!(26
!(8
!(47
!(37
!(21
!(24
!(16
!(18
!(13
!(39
!(22
!(15
!(19
!(48
!(34
!(46
!(3 !(31
!(12
!(9
!(30
!(6
!(28
!(25
!(27
!(33
!(7
!(5
!(36
!(2
!(10
Legend
!( Reference Number
Parcel Lines
CFD No. 2014-1 Tax Zone No. 1
Reference
Number
Assessor
Parcel
Number
Reference
Number
Assessor
Parcel
Number
1 208-800-001 25 208-800-025
2 208-800-002 26 208-800-026
3 208-800-003 27 208-800-027
4 208-800-004 28 208-800-028
5 208-800-005 29 208-800-029
6 208-800-006 30 208-800-030
7 208-800-007 31 208-800-031
8 208-800-008 32 208-800-032
9 208-800-009 33 208-800-033
10 208-800-010 34 208-800-034
11 208-800-011 35 208-800-035
12 208-800-012 36 208-800-036
13 208-800-013 37 208-800-037
14 208-800-014 38 208-800-038
15 208-800-015 39 208-800-039
16 208-800-016 40 208-800-040
17 208-800-017 41 208-800-041
18 208-800-018 42 208-800-042
19 208-800-019 43 208-800-043
20 208-800-020 44 208-800-044
21 208-800-021 45 208-800-045
22 208-800-022 46 208-800-046
23 208-800-023 47 208-800-047
24 208-800-024 48 208-800-048
0 80
Feet
±

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Packet Pg. 198 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX D

APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY

FISCAL YEAR
Single-Family ParcelsCondominiums or TownhomesMulti-FamilyCommercialIndustrialInstitutionalUndeveloped Fiscal Year
Special
Tax Type
per
Residence
per
Residence per Unit per Acre per Acre per Acre per Acre
Facilities $100.00 $80.00 $60.00 $600.00 $600.00 $60.00 $150.00 Services $643.75 $515.00 $386.25 $3,862.50 $3,862.50 $386.25 $965.63 Total $743.75 $595.00 $446.25 $4,462.50 $4,462.50 $446.25 $1,115.63 Facilities $102.00 $81.60 $61.20 $618.51 $618.51 $61.85 $154.63 Services $669.50 $535.60 $401.70 $3,981.63 $3,981.63 $398.16 $995.41 Total $771.50 $617.20 $462.90 $4,600.14 $4,600.14 $460.01 $1,150.04 Facilities $104.04 $83.23 $62.42 $630.88 $630.88 $63.09 $157.72 Services $696.28 $557.02 $417.77 $4,061.26 $4,061.26 $406.12 $1,015.32 Total $800.32 $640.25 $480.19 $4,692.14 $4,692.14 $469.21 $1,173.04 Facilities $106.12 $84.89 $63.67 $646.43 $646.43 $64.64 $161.61 Services $724.13 $579.30 $434.48 $4,161.40 $4,161.40 $416.14 $1,040.35 Total $830.25 $664.19 $498.15 $4,807.83 $4,807.83 $480.78 $1,201.96 Facilities $108.24 $86.59 $64.94 $667.46 $667.46 $66.75 $166.86 Services $753.10 $602.47 $451.86 $4,296.77 $4,296.77 $429.67 $1,074.20 Total $861.34 $689.06 $516.80 $4,964.23 $4,964.23 $496.42 $1,241.06 Facilities $110.41 $88.33 $66.24 $693.99 $693.99 $69.40 $173.50 Services $783.22 $626.57 $469.94 $4,467.55 $4,467.55 $446.75 $1,116.89 Total $893.63 $714.90 $536.18 $5,161.54 $5,161.54 $516.15 $1,290.39 Facilities $112.62 $90.09 $67.57 $714.70 $714.70 $71.47 $178.67 Services $814.55 $651.64 $488.73 $4,600.86 $4,600.86 $460.09 $1,150.23 Total $927.17 $741.73 $556.30 $5,315.56 $5,315.56 $531.56 $1,328.90 Facilities $114.87 $91.90 $68.92 $728.99 $728.99 $72.90 $182.24 Services $847.13 $677.70 $508.28 $4,692.88 $4,692.88 $469.29 $1,173.23 Total $962.00 $769.60 $577.20 $5,421.87 $5,421.87 $542.19 $1,355.47 Facilities $117.17 $93.74 $70.30 $760.28 $760.28 $76.03 $190.07 Services $883.49 $706.79 $530.09 $4,894.30 $4,894.30 $489.43 $1,223.58 Total $1,000.66 $800.53 $600.39 $5,654.58 $5,654.58 $565.46 $1,413.65 FY 2021-22
FY 2020-21
Annual Special Tax Rates by Land Use by Fiscal Year
Non-Residential
FY 2014-15
FY 2015-16
FY 2016-17
FY 2019-20
FY 2018-19
Residential
FY 2017-18
FY 2013-14
(Base
Year)

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Packet Pg. 199 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX E

APPENDIX E

SPECIAL TAX ROLL

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Packet Pg. 200 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 1) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
FY 2021-22
Tax
208-800-001 Condominium Yes Developed N/A 1 $800.52
208-800-002 Condominium Yes Developed N/A 1 $800.52
208-800-003 Condominium Yes Developed N/A 1 $800.52
208-800-004 Condominium Yes Developed N/A 1 $800.52
208-800-005 Condominium Yes Developed N/A 1 $800.52
208-800-006 Condominium Yes Developed N/A 1 $800.52
208-800-007 Condominium Yes Developed N/A 1 $800.52
208-800-008 Condominium Yes Developed N/A 1 $800.52
208-800-009 Condominium Yes Developed N/A 1 $800.52
208-800-010 Condominium Yes Developed N/A 1 $800.52
208-800-011 Condominium Yes Developed N/A 1 $800.52
208-800-012 Condominium Yes Developed N/A 1 $800.52
208-800-013 Condominium Yes Developed N/A 1 $800.52
208-800-014 Condominium Yes Developed N/A 1 $800.52
208-800-015 Condominium Yes Developed N/A 1 $800.52
208-800-016 Condominium Yes Developed N/A 1 $800.52
208-800-017 Condominium Yes Developed N/A 1 $800.52
208-800-018 Condominium Yes Developed N/A 1 $800.52
208-800-019 Condominium Yes Developed N/A 1 $800.52
208-800-020 Condominium Yes Developed N/A 1 $800.52
208-800-021 Condominium Yes Developed N/A 1 $800.52
208-800-022 Condominium Yes Developed N/A 1 $800.52
208-800-023 Condominium Yes Developed N/A 1 $800.52
208-800-024 Condominium Yes Developed N/A 1 $800.52
208-800-025 Condominium Yes Developed N/A 1 $800.52
208-800-026 Condominium Yes Developed N/A 1 $800.52
208-800-027 Condominium Yes Developed N/A 1 $800.52
208-800-028 Condominium Yes Developed N/A 1 $800.52
208-800-029 Condominium Yes Developed N/A 1 $800.52
208-800-030 Condominium Yes Developed N/A 1 $800.52
208-800-031 Condominium Yes Developed N/A 1 $800.52
208-800-032 Condominium Yes Developed N/A 1 $800.52
208-800-033 Condominium Yes Developed N/A 1 $800.52
208-800-034 Condominium Yes Developed N/A 1 $800.52
208-800-035 Condominium Yes Developed N/A 1 $800.52
208-800-036 Condominium Yes Developed N/A 1 $800.52
208-800-037 Condominium Yes Developed N/A 1 $800.52
208-800-038 Condominium Yes Developed N/A 1 $800.52
208-800-039 Condominium Yes Developed N/A 1 $800.52
208-800-040 Condominium Yes Developed N/A 1 $800.52
208-800-041 Condominium Yes Developed N/A 1 $800.52
208-800-042 Condominium Yes Developed N/A 1 $800.52
208-800-043 Condominium Yes Developed N/A 1 $800.52
208-800-044 Condominium Yes Developed N/A 1 $800.52
208-800-045 Condominium Yes Developed N/A 1 $800.52
208-800-046 Condominium Yes Developed N/A 1 $800.52
208-800-047 Condominium Yes Developed N/A 1 $800.52
208-800-048 Condominium Yes Developed N/A 1 $800.52
Total 48 $38,424.96

5.2.g
Packet Pg. 201 Attachment: G: CFD 2014-1 (Tax Zone 1) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) Community FaciliƟes District
No. 2014-1
Tax Zone No. 2
Fiscal Year 2021-22
Annual Report
December 1, 2022

5.2.h
Packet Pg. 202 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) TABLE OF CONTENTS i

TABLE OF CONTENTS
Page No.

Section I – Introduction.................................................................................................... 1 Section II – Revenues and Expenditures ........................................................................ 3 Section III – Status of Improvements and Services......................................................... 4 Section IV – Calculation of Special Tax Levy .................................................................. 5 Appendix A - Rate and Method of Apportionment of Special Tax Appendix B - List of Authorized Services
Appendix C - Boundary Map
Appendix D - Summary of Annual Special Tax Rates by Land Use by Fiscal Year Appendix E - Special Tax Roll

5.2.h
Packet Pg. 203 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION I 1 SECTION I

This report provides a detailed description of the process used to calculate annual special tax levies for the CFD. The Tax Zone No. 2 special taxes are calculated according to the “Rate and Method of Apportionment of Special Tax” (RMA) (see Appendix “A”) as approved by the property owner when Tax Zone No. 2 was established.

5.2.h
Packet Pg. 204 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION I 2 MAXIMUM ANNUAL SPECIAL TAX RATES
For FY 2021-22, the maximum annual special tax rates by land use were as follows:

SERVICES FINANCED BY THE CFD
The full and complete list of authorized improvements and services can be found in Appendix “B”. The following is a summary of the items funded by the CFD:

Services
$812.03 per Residence
$649.62 per Residence
$487.22 per Unit
$4,698.65 per Acre
$4,698.65 per Acre
$469.87 per Acre
1 2
Services
$1,174.66 per Acre
1 For FY 2021-22, Services Special Tax Rate for Undeveloped parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

Single-Family Parcels1
Undeveloped1
Tax Zone No. 2
Community Facilities District No. 2014-1
FY 2021-22 Developed Maximum Special Tax Rates by Land Use Community Facilities District No. 2014-1
FY 2021-22 Undeveloped Maximum Special Tax Rates
Institutional2
Industrial2
Commercial2
Multi-Family1
Condominiums/Townhomes1
For FY 2021-22, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

For FY 2021-22, the Services Special-Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

Tax Zone No. 2

5.2.h
Packet Pg. 205 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION II 3 SECTION II

REVENUES AND EXPENDITURES
The revenues are the special tax collections and interest earnings, if any, for FY 2021-

22. The costs are those expenditures that were funded in FY 2021-22. The annual costs are composed of 1) maintenance, operations, and services costs, 2) administrative expenses, 3) prior year or anticipated current year delinquencies, and 4) collection for operating and capital reserves, if any.

Revenues:

Fund Balance as of June 30, 2021 $0
Special Tax Levy/Other Revenues $317,362
Interest Earnings $1,073
$318,435
Expenditures:

Admin. Expenses $4,044
Maintenance, Operation & Services Cost $314,391
Debt Service Payment $0
Anticipated Delinquencies $0
$318,435
Fund Balance as of June 30, 2022 $0
* Numbers in the table above may not foot due to rounding.

Special Tax Fund Revenues and Expenditures
Improvement Fund Revenues and Expenditures
No debt has been issued

5.2.h
Packet Pg. 206 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION III 4 SECTION III

STATUS OF IMPROVEMENTS AND SERVICES
The following is the status of the improvements and services financed within the CFD. • To date, the CFD has not financed the construction of any improvements. • Tax revenue generated by the CFD is currently paying a portion of the on-going public safety services within the CFD.

5.2.h
Packet Pg. 207 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION IV 5 SECTION IV

CALCULATION OF SPECIAL TAX LEVY

CLASSIFICATION OF PARCELS
For each fiscal year, each parcel of land within the CFD Tax Zone No. 2 is classified as Taxable or Exempt Property. The Taxable Properties are further classified as a Developed Property or Undeveloped Property. The Developed Property is further classified as Single-Family, Condominium/Townhome, Multi-Family, Commercial, Industrial or Institutional Property. The FY 2021-22 parcel classifications for taxable parcels within Tax Zone No. 2 are summarized below.

No. of
Land Use Parcels
Developed Single-Family Parcels 256
Developed Condominium/Townhomes 147
Subtotal 403
Undeveloped Single-Family Parcels 15
Undeveloped Condominium/Townhomes 0
Subtotal 15
Total 418
Services
$812.03 per Residence
$649.62 per Residence
$487.22 per Unit
$4,698.65 per Acre
$4,698.65 per Acre
$469.87 per Acre
1 2
Single-Family Parcels1
Community Facilities District No. 2014-1
FY 2021-22 Developed Maximum Special Tax Rates by Land Use Institutional2
Industrial2
Commercial2
Multi-Family1
Condominiums/Townhomes1
For FY 2021-22, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

For FY 2021-22, the Services Special-Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

Tax Zone No. 2

5.2.h
Packet Pg. 208 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) SECTION IV 6 If additional revenue is needed, the special tax is levied proportionately on Undeveloped Property up to 100% of the Maximum Special Tax until the amount, when combined with the Developed Property taxes, is equal to the Special Tax Requirement. The table below shows the Tax Zone No. 2 maximum special tax rates levied on Undeveloped property in FY 2021-22.

CURRENT ANNUAL CFD REVENUE
The Special Tax Requirement for Tax Zone No. 2 exceeds the amount generated by application of the Maximum Annual Special Tax; therefore, the Maximum Annual Special Tax was applied to each taxable parcel in FY 2021-22.

Services
$1,174.66 per Acre
1 For FY 2021-22, Services Special Tax Rate for Undeveloped parcels has been increased by 4.29% over the FY 2020-21 rates, per the RMA.

Undeveloped1
Tax Zone No. 2
Community Facilities District No. 2014-1
FY 2021-22 Undeveloped Maximum Special Tax Rates

5.2.h
Packet Pg. 209 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
(TAX ZONE NO. 2)

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Packet Pg. 210 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

Capitalized terms that are used but not defined in this Supplement have the meaning given them in the Existing Rate and Method.

5.2.h
Packet Pg. 211 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

5.2.h
Packet Pg. 212 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

“Calendar Year” means January 1 through December 31.
“CFD” or “CFD No. 2014-1” means the City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services).
“CFD Formation” means the adoption by the City Council of the Resolution of Formation to form CFD No. 2014-1.
“City” means the City of San Ramon.
“Commercial Parcel” means a Parcel designated by the County Assessor as having a commercial land use.
“Condominium or Townhome Parcel” means a Parcel designated by the County Assessor as having a condominium, townhome, cluster home and co-op land use. [this term is not used]
“Council” means the City Council of the City of San Ramon, acting as the legislative body of CFD No. 2014-1.
“County” means the County of Contra Costa.
“County Assessor” means the Contra Costa County Assessor. “Developed Property” means, in any Fiscal Year, all Parcels of Taxable Property for which a Building Permit was issued by the City on or prior to June 30 of the preceding Fiscal Year. In the absence of a Building Permit, any Parcel of Taxable Property shall be classified as Developed Property if it has been occupied by a residential or non-residential user on or prior to June 30 of the preceding fiscal year. “Exempt Parcel” means all Assessor Parcels Property used exclusively for landscaping, open space or common area or is considered unbuildable by the Administrator. “Final Map” means a final map approved by the City pursuant to the Subdivision Map Act (California Government Code Section 66410, et seq.) that creates individual lots on which a building permit can be issued for construction of residential units without further subdivision of the lots.
“Fiscal Agent” means the fiscal agent or trustee under the Fiscal Agent Agreement. “Fiscal Agent Agreement” means the indenture, fiscal agent agreement, resolution or other instrument pursuant to which Bonds are issued, as modified, amended or supplemented from time to time.
“Fiscal Year” means the period starting on July 1 and ending on the following June 30.

5.2.h
Packet Pg. 213 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

“Industrial Parcel” means a Parcel designated by the County Assessor as having an industrial land use.
“Institutional Parcel” means a Parcel designated by the County Assessor as having an institutional land use.
“Maximum Special Tax” means the maximum Special Tax, determined in accordance with Section C, which can be levied in any Fiscal Year. “Multi-Family Parcel” means a Parcel designated by the County Assessor as having a multi-family residential land use which includes duplexes, triplexes, fourplexes and apartments.
“Proportionately” means, for Developed Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means, for Undeveloped Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Undeveloped Property.
“Public Property” means, for each Fiscal Year: any property within the boundaries of CFD No. 2014-1 that is owned by or irrevocably offered for dedication to the federal government, the State of California, the City or any other public agency. “Residential Unit” means an individual single-family residential unit, condominium or townhome unit, or multi-family residential unit per the County Assessor. An Accessory Unit that shares a Parcel with a single-family detached unit shall be considered a separate Residential Unit for purposes of this RMA.
“RMA” means this Rate and Method of Apportionment of Special Tax. “Single-Family Parcel” means a Parcel designated by the County Assessor as having a single-family land use.
“Special Tax” means any tax levied within CFD No. 2014-1 to pay the Special Tax Requirement.
“Special Tax Requirement” means the amount of revenue needed in any Fiscal Year to pay for the following: (i) Authorized Facilities and Authorized Services; (ii) principal of and interest on the Bonds due in the Calendar Year which commences in such Fiscal Year, (iii) Administrative Expenses; and (iv) amounts needed to cure any delinquencies in the payment of Special Taxes which have occurred or, based on delinquency rates in prior years, may be expected to occur in the Fiscal Year in which the Special Tax will be collected.

5.2.h
Packet Pg. 214 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

5.2.h
Packet Pg. 215 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

Parcel, then applying the sum of the individual Special Taxes to the Parcel that was subdivided by recordation of the Final Map or parcel map.

C. MAXIMUM SPECIAL TAXES

1. Developed Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Developed Property within Tax Zone No. 2 shall be as follows:

2. Undeveloped Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Undeveloped Property within Tax Zone No. 2 are shown below.

Tax Zone No. 2
FY 2017-18 Developed Maximum Special Tax Rate by Land Use For Fiscal Year 2018-19 and on, the Services Special Tax Rate for Single Family, Condominium/ Townhomes and Multi-Family parcels shown in the table above will increase by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of four (4.00%) compounded annually.

Facilities Services Total
Undeveloped1 $0.00 $1,038.27 $1,038.27 per Acre
1 Community Facilities District No. 2014-1
FY 2017-18 Undeveloped Maximum Special Tax Rate
For Fiscal Year 2018-19 and on, the Services Special Tax Rate for Undeveloped parcels shown in the table above will increase by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Tax Zone No. 2

5.2.h
Packet Pg. 216 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

3. Escalation of Maximum Special Tax
The Maximum Services Special Tax shall automatically increase without further action by the City Council.

Under no circumstances may the Facilities Special Tax on a Parcel in residential use be increased in any Fiscal Year as a consequence of delinquency or default in payment of the Facilities Special Tax levied on another Parcel or Parcels by more than ten percent (10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

5.2.h
Packet Pg. 217 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX A

G. REPEAL OF THE SPECIAL TAX
If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Parcels in CFD No. 2014-1, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the Authorized Facilities and Authorized Services for which the Special Tax was levied. The obligations to provide the Authorized Facilities and Authorized Services previously funded by the repealed Special Tax shall become the obligations of any property owners of Parcels established within CFD No. 2014-1, and if there is no such association, they shall become the joint obligations of the property owners of Parcels within CFD No. 2014-1 in proportion to the number of Parcels owned by each such owner to the total number of Parcels within CFD No. 2014-1.

5.2.h
Packet Pg. 218 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX B

APPENDIX B

LIST OF AUTHORIZED SERVICES

5.2.h
Packet Pg. 219 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX B

DESCRIPTION OF SERVICES TO BE FINANCED BY THE CFD
The Services shown below ("services" shall have the meaning given that term in the Mello-Roos Community Facilities Act of 1982) are proposed to be financed by the CFD, including all related administrative costs, expenses, and related reserves for replacement of vehicles, equipment and facilities:
• Annual operation, maintenance and servicing, including repair and replacement, of police, park and recreational facilities, open space facilities, landscaping facilities, street and street lighting facilities, flood and storm protection facilities and storm water treatment facilities. • To the extent not included in the prior paragraph, police, park and recreational services (excluding recreation program services), open space services, landscaping services, street and street lighting services, flood and storm protection services, and storm water treatment services. • Costs associated with the setting, levy, and collection of the Special Taxes; and
• Contingency costs, including a contingency and/or reserve for operating and capital reserves, as required by the City.

5.2.h
Packet Pg. 220 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 20
21-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX C

APPENDIX C

BOUNDARY MAP

5.2.h
Packet Pg. 221 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 2
2 !(57
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!( 2
!(71 !( 282 293
3 !(28
2 !(88
3 !(38
3 !(18
3 !(03
3 !(43
2 !(77
2 !(72
3 !(08
2 !(66
3 !(47 3!(83 3
!(59
3 !(76
3 !(88
3 !(53
3 !(52 3
!(70
3 !(82 3
!(71
3 !(58 3
!(64
3 !(77
3 !(65
3 !(11
3 !(62
3 !(86 3
!(55 3
!(68
3 !(79
3 !(80
!( 3
!(73 356
3 !(49 3
!(61
3 !(85
3 !(50
3 !(31
!( 2
!(75 306
2 !(86
2 !(69 2
!(96
3 !(16
!( 3
!(46 3
!(36 341
3 !(01
2 !(80
3 !(21
2 !(91
3 !(12 3
!(26
2 !(92 2
!(64
3 !(32
2 !(76 2
!(70
3 !(02
2 !(81
3 !(42
3 !(22
2 !(87
3 !(27
2 !(97
3 !(17
3 !(07 3
!(37
3 !(45
3 !(05
2 !(85
2 !(68
3 !(10
3 !(20
2 !(79
3 !(153
!(14
0 400
Feet
Assessor Assessor Assessor Assessor Assessor Assessor Assessor Assessor Assessor Assessor Reference Parcel Reference Parcel Reference Parcel Reference Parcel Reference Parcel Reference Parcel Reference Parcel Reference Parcel Reference Parcel Reference Parcel Number Number Number Number Number Number Number Number Number Number Number Number Number Number Number Number Number Number Number Number 1 208-820-001 41 208-820-041 81 208-820-081 121 208-830-013 161 208-840-020 201 208-840-060 241 208-850-031 281 208-860-046 321 208-860-090 361 208-870-003 2 208-820-002 42 208-820-042 82 208-820-082 122 208-830-014 162 208-840-021 202 208-840-061 242 208-850-032 282 208-860-047 322 208-860-091 362 208-870-004 3 208-820-003 43 208-820-043 83 208-820-083 123 208-830-015 163 208-840-022 203 208-840-062 243 208-850-033 283 208-860-048 323 208-860-092 363 208-870-005 4 208-820-004 44 208-820-044 84 208-820-084 124 208-830-016 164 208-840-023 204 208-840-063 244 208-850-034 284 208-860-049 324 208-860-093 364 208-870-006 5 208-820-005 45 208-820-045 85 208-820-085 125 208-830-017 165 208-840-024 205 208-840-064 245 208-850-035 285 208-860-050 325 208-860-094 365 208-870-007 6 208-820-006 46 208-820-046 86 208-820-086 126 208-830-018 166 208-840-025 206 208-840-065 246 208-850-036 286 208-860-051 326 208-860-095 366 208-870-008 7 208-820-007 47 208-820-047 87 208-820-087 127 208-830-019 167 208-840-026 207 208-840-066 247 208-850-037 287 208-860-053 327 208-860-097 367 208-870-009 8 208-820-008 48 208-820-048 88 208-820-088 128 208-830-020 168 208-840-027 208 208-840-067 248 208-850-038 288 208-860-054 328 208-860-098 368 208-870-010 9 208-820-009 49 208-820-049 89 208-820-089 129 208-830-021 169 208-840-028 209 208-840-068 249 208-850-039 289 208-860-055 329 208-860-099 369 208-870-011 10 208-820-010 50 208-820-050 90 208-820-090 130 208-830-022 170 208-840-029 210 208-840-069 250 208-850-040 290 208-860-056 330 208-860-100 370 208-870-012 11 208-820-011 51 208-820-051 91 208-820-091 131 208-830-023 171 208-840-030 211 208-850-001 251 208-850-041 291 208-860-057 331 208-860-101 371 208-870-014 12 208-820-012 52 208-820-052 92 208-820-092 132 208-830-024 172 208-840-031 212 208-850-002 252 208-850-042 292 208-860-058 332 208-860-102 372 208-870-015 13 208-820-013 53 208-820-053 93 208-820-093 133 208-830-025 173 208-840-032 213 208-850-003 253 208-850-043 293 208-860-059 333 208-860-103 373 208-870-016 14 208-820-014 54 208-820-054 94 208-820-094 134 208-830-026 174 208-840-033 214 208-850-004 254 208-850-044 294 208-860-060 334 208-860-104 374 208-870-017 15 208-820-015 55 208-820-055 95 208-820-095 135 208-830-027 175 208-840-034 215 208-850-005 255 208-850-045 295 208-860-061 335 208-860-105 375 208-870-018 16 208-820-016 56 208-820-056 96 208-820-096 136 208-830-028 176 208-840-035 216 208-850-006 256 208-850-046 296 208-860-062 336 208-860-106 376 208-870-019 17 208-820-017 57 208-820-057 97 208-820-097 137 208-830-029 177 208-840-036 217 208-850-007 257 208-860-005 297 208-860-064 337 208-860-108 377 208-870-020 18 208-820-018 58 208-820-058 98 208-820-098 138 208-830-030 178 208-840-037 218 208-850-008 258 208-860-010 298 208-860-065 338 208-860-109 378 208-870-021 19 208-820-019 59 208-820-059 99 208-820-099 139 208-830-031 179 208-840-038 219 208-850-009 259 208-860-011 299 208-860-066 339 208-860-110 379 208-870-022 20 208-820-020 60 208-820-060 100 208-820-100 140 208-830-032 180 208-840-039 220 208-850-010 260 208-860-016 300 208-860-067 340 208-860-111 380 208-870-023 21 208-820-021 61 208-820-061 101 208-820-101 141 208-830-033 181 208-840-040 221 208-850-011 261 208-860-017 301 208-860-068 341 208-860-112 381 208-870-024 22 208-820-022 62 208-820-062 102 208-820-102 142 208-840-001 182 208-840-041 222 208-850-012 262 208-860-018 302 208-860-069 342 208-860-113 382 208-870-025 23 208-820-023 63 208-820-063 103 208-820-103 143 208-840-002 183 208-840-042 223 208-850-013 263 208-860-019 303 208-860-070 343 208-860-114 383 208-870-027 24 208-820-024 64 208-820-064 104 208-820-104 144 208-840-003 184 208-840-043 224 208-850-014 264 208-860-020 304 208-860-071 344 208-860-115 384 208-870-028 25 208-820-025 65 208-820-065 105 208-820-105 145 208-840-004 185 208-840-044 225 208-850-015 265 208-860-029 305 208-860-072 345 208-860-116 385 208-870-029 26 208-820-026 66 208-820-066 106 208-820-106 146 208-840-005 186 208-840-045 226 208-850-016 266 208-860-030 306 208-860-073 346 208-860-117 386 208-870-030 27 208-820-027 67 208-820-067 107 208-820-107 147 208-840-006 187 208-840-046 227 208-850-017 267 208-860-031 307 208-860-075 347 208-860-119 387 208-870-031 28 208-820-028 68 208-820-068 108 208-820-108 148 208-840-007 188 208-840-047 228 208-850-018 268 208-860-032 308 208-860-076 348 208-860-120 388 208-870-032 29 208-820-029 69 208-820-069 109 208-830-001 149 208-840-008 189 208-840-048 229 208-850-019 269 208-860-033 309 208-860-077 349 208-860-121 30 208-820-030 70 208-820-070 110 208-830-002 150 208-840-009 190 208-840-049 230 208-850-020 270 208-860-034 310 208-860-078 350 208-860-122 31 208-820-031 71 208-820-071 111 208-830-003 151 208-840-010 191 208-840-050 231 208-850-021 271 208-860-035 311 208-860-079 351 208-860-123 32 208-820-032 72 208-820-072 112 208-830-004 152 208-840-011 192 208-840-051 232 208-850-022 272 208-860-036 312 208-860-080 352 208-860-124 33 208-820-033 73 208-820-073 113 208-830-005 153 208-840-012 193 208-840-052 233 208-850-023 273 208-860-037 313 208-860-081 353 208-860-126 34 208-820-034 74 208-820-074 114 208-830-006 154 208-840-013 194 208-840-053 234 208-850-024 274 208-860-038 314 208-860-082 354 208-860-127 35 208-820-035 75 208-820-075 115 208-830-007 155 208-840-014 195 208-840-054 235 208-850-025 275 208-860-039 315 208-860-083 355 208-860-128 36 208-820-036 76 208-820-076 116 208-830-008 156 208-840-015 196 208-840-055 236 208-850-026 276 208-860-040 316 208-860-084 356 208-860-129 37 208-820-037 77 208-820-077 117 208-830-009 157 208-840-016 197 208-840-056 237 208-850-027 277 208-860-042 317 208-860-086 357 208-860-130 38 208-820-038 78 208-820-078 118 208-830-010 158 208-840-017 198 208-840-057 238 208-850-028 278 208-860-043 318 208-860-087 358 208-860-131 39 208-820-039 79 208-820-079 119 208-830-011 159 208-840-018 199 208-840-058 239 208-850-029 279 208-860-044 319 208-860-088 359 208-870-001 40 208-820-040 80 208-820-080 120 208-830-012 160 208-840-019 200 208-840-059 240 208-850-030 280 208-860-045 320 208-860-089 360 208-870-002 ±
Legend
!( Reference Number
Parcel Lines
CFD No. 2014-1 Tax Zone No. 2

FARIA PRESERVE PKWY

VIA VENETO

ALMERIA WY

VIA PALERMO

5.2.h
Packet Pg. 222 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX D

APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY

FISCAL YEAR
Single-Family ParcelsCondominiums or TownhomesMulti-FamilyCommercialIndustrialInstitutionalUndeveloped Fiscal Year
Special
Tax Type
per
Residence
per
Residence per Unit per Acre per Acre per Acre per Acre
Services $692.18 $553.74 $415.31 $4,153.08 $4,153.08 $415.31 $1,038.27 Total $692.18 $553.74 $415.31 $4,153.08 $4,153.08 $415.31 $1,038.27 Services $719.87 $575.89 $431.92 $4,288.95 $4,288.95 $428.90 $1,072.24 Total $719.87 $575.89 $431.92 $4,288.95 $4,288.95 $428.90 $1,072.24 Services $748.66 $598.93 $449.20 $4,416.94 $4,416.94 $441.70 $1,104.24 Total $748.66 $598.93 $449.20 $4,416.94 $4,416.94 $441.70 $1,104.24 Services $778.61 $622.89 $467.17 $4,505.28 $4,505.28 $450.53 $1,126.32 Total $778.61 $622.89 $467.17 $4,505.28 $4,505.28 $450.53 $1,126.32 Services $812.03 $649.62 $487.22 $4,698.65 $4,698.65 $469.87 $1,174.66 Total $812.03 $649.62 $487.22 $4,698.65 $4,698.65 $469.87 $1,174.66 2017-18
(Base Year)
2018-19
2021-22
Annual Special Tax Rates by Land Use by Fiscal Year
Residential Non-Residential
2020-21
2019-20

5.2.h
Packet Pg. 223 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

APPENDIX E

SPECIAL TAX ROLL

5.2.h
Packet Pg. 224 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
FY 2021-22
Tax
208-820-001 Single Family Home Yes Developed 0.118 1 $812.02 208-820-002 Single Family Home Yes Developed 0.114 1 $812.02 208-820-003 Single Family Home Yes Developed 0.114 1 $812.02 208-820-004 Single Family Home Yes Developed 0.114 1 $812.02 208-820-005 Single Family Home Yes Developed 0.126 1 $812.02 208-820-006 Single Family Home Yes Developed 0.126 1 $812.02 208-820-007 Single Family Home Yes Developed 0.121 1 $812.02 208-820-008 Single Family Home Yes Developed 0.122 1 $812.02 208-820-009 Single Family Home Yes Developed 0.119 1 $812.02 208-820-010 Single Family Home Yes Developed 0.114 1 $812.02 208-820-011 Single Family Home Yes Developed 0.126 1 $812.02 208-820-012 Single Family Home Yes Developed 0.143 1 $812.02 208-820-013 Single Family Home Yes Developed 0.124 1 $812.02 208-820-014 Single Family Home Yes Developed 0.116 1 $812.02 208-820-015 Single Family Home Yes Developed 0.126 1 $812.02 208-820-016 Single Family Home Yes Developed 0.127 1 $812.02 208-820-017 Single Family Home Yes Developed 0.127 1 $812.02 208-820-018 Single Family Home Yes Developed 0.118 1 $812.02 208-820-019 Single Family Home Yes Developed 0.114 1 $812.02 208-820-020 Single Family Home Yes Developed 0.114 1 $812.02 208-820-021 Single Family Home Yes Developed 0.144 1 $812.02 208-820-022 Single Family Home Yes Developed 0.155 1 $812.02 208-820-023 Single Family Home Yes Developed 0.264 1 $812.02 208-820-024 Single Family Home Yes Developed 0.127 1 $812.02 208-820-025 Single Family Home Yes Developed 0.135 1 $812.02 208-820-026 Single Family Home Yes Developed 0.138 1 $812.02 208-820-027 Single Family Home Yes Developed 0.142 1 $812.02 208-820-028 Single Family Home Yes Developed 0.14 1 $812.02 208-820-029 Single Family Home Yes Developed 0.141 1 $812.02 208-820-030 Single Family Home Yes Developed 0.152 1 $812.02 208-820-031 Single Family Home Yes Developed 0.136 1 $812.02 208-820-032 Single Family Home Yes Developed 0.122 1 $812.02 208-820-033 Single Family Home Yes Developed 0.149 1 $812.02 208-820-034 Single Family Home Yes Developed 0.177 1 $812.02 208-820-035 Single Family Home Yes Developed 0.205 1 $812.02 208-820-036 Single Family Home Yes Developed 0.288 1 $812.02 208-820-037 Single Family Home Yes Developed 0.111 1 $812.02 208-820-038 Single Family Home Yes Developed 0.091 1 $812.02 208-820-039 Single Family Home Yes Developed 0.092 1 $812.02 208-820-040 Single Family Home Yes Developed 0.093 1 $812.02 208-820-041 Single Family Home Yes Developed 0.094 1 $812.02 208-820-042 Single Family Home Yes Developed 0.079 1 $812.02 208-820-043 Single Family Home Yes Developed 0.079 1 $812.02 208-820-044 Single Family Home Yes Developed 0.079 1 $812.02 208-820-045 Single Family Home Yes Developed 0.079 1 $812.02 208-820-046 Single Family Home Yes Developed 0.081 1 $812.02 208-820-047 Single Family Home Yes Developed 0.112 1 $812.02 208-820-048 Single Family Home Yes Developed 0.106 1 $812.02 208-820-049 Single Family Home Yes Developed 0.089 1 $812.02 208-820-050 Single Family Home Yes Developed 0.087 1 $812.02 208-820-051 Single Family Home Yes Developed 0.084 1 $812.02 208-820-052 Single Family Home Yes Developed 0.082 1 $812.02 208-820-053 Single Family Home Yes Developed 0.082 1 $812.02 208-820-054 Single Family Home Yes Developed 0.082 1 $812.02 208-820-055 Single Family Home Yes Developed 0.084 1 $812.02 208-820-056 Single Family Home Yes Developed 0.088 1 $812.02

5.2.h
Packet Pg. 225 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
FY 2021-22
Tax
208-820-057 Single Family Home Yes Developed 0.085 1 $812.02 208-820-058 Single Family Home Yes Developed 0.094 1 $812.02 208-820-059 Single Family Home Yes Developed 0.095 1 $812.02 208-820-060 Single Family Home Yes Developed 0.173 1 $812.02 208-820-061 Single Family Home Yes Developed 0.111 1 $812.02 208-820-062 Single Family Home Yes Developed 0.101 1 $812.02 208-820-063 Single Family Home Yes Developed 0.094 1 $812.02 208-820-064 Single Family Home Yes Developed 0.085 1 $812.02 208-820-065 Single Family Home Yes Developed 0.081 1 $812.02 208-820-066 Single Family Home Yes Developed 0.082 1 $812.02 208-820-067 Single Family Home Yes Developed 0.103 1 $812.02 208-820-068 Single Family Home Yes Developed 0.12 1 $812.02 208-820-069 Single Family Home Yes Developed 0.092 1 $812.02 208-820-070 Single Family Home Yes Developed 0.091 1 $812.02 208-820-071 Single Family Home Yes Developed 0.091 1 $812.02 208-820-072 Single Family Home Yes Developed 0.091 1 $812.02 208-820-073 Single Family Home Yes Developed 0.091 1 $812.02 208-820-074 Single Family Home Yes Developed 0.091 1 $812.02 208-820-075 Single Family Home Yes Developed 0.091 1 $812.02 208-820-076 Single Family Home Yes Developed 0.107 1 $812.02 208-820-077 Single Family Home Yes Developed 0.086 1 $812.02 208-820-078 Single Family Home Yes Developed 0.073 1 $812.02 208-820-079 Single Family Home Yes Developed 0.073 1 $812.02 208-820-080 Single Family Home Yes Developed 0.073 1 $812.02 208-820-081 Single Family Home Yes Developed 0.073 1 $812.02 208-820-082 Single Family Home Yes Developed 0.073 1 $812.02 208-820-083 Single Family Home Yes Developed 0.073 1 $812.02 208-820-084 Single Family Home Yes Developed 0.073 1 $812.02 208-820-085 Single Family Home Yes Developed 0.073 1 $812.02 208-820-086 Single Family Home Yes Developed 0.096 1 $812.02 208-820-087 Single Family Home Yes Developed 0.091 1 $812.02 208-820-088 Single Family Home Yes Developed 0.091 1 $812.02 208-820-089 Single Family Home Yes Developed 0.091 1 $812.02 208-820-090 Single Family Home Yes Developed 0.091 1 $812.02 208-820-091 Single Family Home Yes Developed 0.091 1 $812.02 208-820-092 Single Family Home Yes Developed 0.091 1 $812.02 208-820-093 Single Family Home Yes Developed 0.091 1 $812.02 208-820-094 Single Family Home Yes Developed 0.091 1 $812.02 208-820-095 Single Family Home Yes Developed 0.091 1 $812.02 208-820-096 Single Family Home Yes Developed 0.109 1 $812.02 208-820-097 Single Family Home Yes Developed 0.086 1 $812.02 208-820-098 Single Family Home Yes Developed 0.073 1 $812.02 208-820-099 Single Family Home Yes Developed 0.073 1 $812.02 208-820-100 Single Family Home Yes Developed 0.073 1 $812.02 208-820-101 Single Family Home Yes Developed 0.073 1 $812.02 208-820-102 Single Family Home Yes Developed 0.073 1 $812.02 208-820-103 Single Family Home Yes Developed 0.073 1 $812.02 208-820-104 Single Family Home Yes Developed 0.073 1 $812.02 208-820-105 Single Family Home Yes Developed 0.073 1 $812.02 208-820-106 Single Family Home Yes Developed 0.073 1 $812.02 208-820-107 Single Family Home Yes Developed 0.075 1 $812.02 208-820-108 Single Family Home Yes Developed 0.079 1 $812.02 208-830-001 Single Family Home Yes Developed 0.114 1 $812.02 208-830-002 Single Family Home Yes Developed 0.114 1 $812.02 208-830-003 Single Family Home Yes Developed 0.114 1 $812.02 208-830-004 Single Family Home Yes Developed 0.114 1 $812.02

5.2.h
Packet Pg. 226 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
FY 2021-22
Tax
208-830-005 Single Family Home Yes Developed 0.114 1 $812.02 208-830-006 Single Family Home Yes Developed 0.114 1 $812.02 208-830-007 Single Family Home Yes Developed 0.123 1 $812.02 208-830-008 Single Family Home Yes Developed 0.141 1 $812.02 208-830-009 Single Family Home Yes Developed 0.085 1 $812.02 208-830-010 Single Family Home Yes Developed 0.052 1 $812.02 208-830-011 Single Family Home Yes Developed 0.077 1 $812.02 208-830-012 Single Family Home Yes Developed 0.067 1 $812.02 208-830-013 Single Family Home Yes Developed 0.056 1 $812.02 208-830-014 Single Family Home Yes Developed 0.047 1 $812.02 208-830-015 Single Family Home Yes Developed 0.073 1 $812.02 208-830-016 Single Family Home Yes Developed 0.065 1 $812.02 208-830-017 Single Family Home Yes Developed 0.053 1 $812.02 208-830-018 Single Family Home Yes Developed 0.09 1 $812.02 208-830-019 Single Family Home Yes Developed 0.08 1 $812.02 208-830-020 Single Family Home Yes Developed 0.057 1 $812.02 208-830-021 Single Family Home Yes Developed 0.051 1 $812.02 208-830-022 Single Family Home Yes Developed 0.054 1 $812.02 208-830-023 Single Family Home Yes Developed 0.078 1 $812.02 208-830-024 Single Family Home Yes Developed 0.093 1 $812.02 208-830-025 Single Family Home Yes Developed 0.066 1 $812.02 208-830-026 Single Family Home Yes Developed 0.059 1 $812.02 208-830-027 Single Family Home Yes Developed 0.098 1 $812.02 208-830-028 Single Family Home Yes Developed 0.083 1 $812.02 208-830-029 Single Family Home Yes Developed 0.055 1 $812.02 208-830-030 Single Family Home Yes Developed 0.11 1 $812.02 208-830-031 Single Family Home Yes Developed 0.122 1 $812.02 208-830-032 Single Family Home Yes Developed 0.067 1 $812.02 208-830-033 Single Family Home Yes Developed 0.101 1 $812.02 208-840-001 Single Family Home Yes Developed 0.278 1 $812.02 208-840-002 Single Family Home Yes Developed 0.17 1 $812.02 208-840-003 Single Family Home Yes Developed 0.131 1 $812.02 208-840-004 Single Family Home Yes Developed 0.115 1 $812.02 208-840-005 Single Family Home Yes Developed 0.123 1 $812.02 208-840-006 Single Family Home Yes Developed 0.14 1 $812.02 208-840-007 Single Family Home Yes Developed 0.157 1 $812.02 208-840-008 Single Family Home Yes Developed 0.152 1 $812.02 208-840-009 Single Family Home Yes Developed 0.117 1 $812.02 208-840-010 Single Family Home Yes Developed 0.146 1 $812.02 208-840-011 Single Family Home Yes Developed 0.145 1 $812.02 208-840-012 Single Family Home Yes Developed 0.116 1 $812.02 208-840-013 Single Family Home Yes Developed 0.114 1 $812.02 208-840-014 Single Family Home Yes Developed 0.114 1 $812.02 208-840-015 Single Family Home Yes Developed 0.114 1 $812.02 208-840-016 Single Family Home Yes Developed 0.115 1 $812.02 208-840-017 Single Family Home Yes Developed 0.129 1 $812.02 208-840-018 Single Family Home Yes Developed 0.142 1 $812.02 208-840-019 Single Family Home Yes Developed 0.115 1 $812.02 208-840-020 Single Family Home Yes Developed 0.115 1 $812.02 208-840-021 Single Family Home Yes Developed 0.122 1 $812.02 208-840-022 Single Family Home Yes Developed 0.127 1 $812.02 208-840-023 Single Family Home Yes Developed 0.135 1 $812.02 208-840-024 Single Family Home Yes Developed 0.144 1 $812.02 208-840-025 Single Family Home Yes Developed 0.141 1 $812.02 208-840-026 Single Family Home Yes Developed 0.16 1 $812.02 208-840-027 Single Family Home Yes Developed 0.129 1 $812.02

5.2.h
Packet Pg. 227 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
FY 2021-22
Tax
208-840-028 Single Family Home Yes Developed 0.114 1 $812.02 208-840-029 Single Family Home Yes Developed 0.114 1 $812.02 208-840-030 Single Family Home Yes Developed 0.114 1 $812.02 208-840-031 Single Family Home Yes Developed 0.114 1 $812.02 208-840-032 Single Family Home Yes Developed 0.081 1 $812.02 208-840-033 Single Family Home Yes Developed 0.055 1 $812.02 208-840-034 Single Family Home Yes Developed 0.111 1 $812.02 208-840-035 Single Family Home Yes Developed 0.129 1 $812.02 208-840-036 Single Family Home Yes Developed 0.065 1 $812.02 208-840-037 Single Family Home Yes Developed 0.096 1 $812.02 208-840-038 Single Family Home Yes Developed 0.081 1 $812.02 208-840-039 Single Family Home Yes Developed 0.053 1 $812.02 208-840-040 Single Family Home Yes Developed 0.112 1 $812.02 208-840-041 Single Family Home Yes Developed 0.053 1 $812.02 208-840-042 Single Family Home Yes Developed 0.056 1 $812.02 208-840-043 Single Family Home Yes Developed 0.081 1 $812.02 208-840-044 Single Family Home Yes Developed 0.085 1 $812.02 208-840-045 Single Family Home Yes Developed 0.049 1 $812.02 208-840-046 Single Family Home Yes Developed 0.097 1 $812.02 208-840-047 Single Family Home Yes Developed 0.091 1 $812.02 208-840-048 Single Family Home Yes Developed 0.057 1 $812.02 208-840-049 Single Family Home Yes Developed 0.049 1 $812.02 208-840-050 Single Family Home Yes Developed 0.078 1 $812.02 208-840-051 Single Family Home Yes Developed 0.061 1 $812.02 208-840-052 Single Family Home Yes Developed 0.08 1 $812.02 208-840-053 Single Family Home Yes Developed 0.085 1 $812.02 208-840-054 Single Family Home Yes Developed 0.058 1 $812.02 208-840-055 Single Family Home Yes Developed 0.102 1 $812.02 208-840-056 Single Family Home Yes Developed 0.11 1 $812.02 208-840-057 Single Family Home Yes Developed 0.062 1 $812.02 208-840-058 Single Family Home Yes Developed 0.091 1 $812.02 208-840-059 Single Family Home Yes Developed 0.084 1 $812.02 208-840-060 Single Family Home Yes Developed 0.063 1 $812.02 208-840-061 Single Family Home Yes Developed 0.058 1 $812.02 208-840-062 Single Family Home Yes Developed 0.07 1 $812.02 208-840-063 Single Family Home Yes Developed 0.082 1 $812.02 208-840-064 Single Family Home Yes Developed 0.058 1 $812.02 208-840-065 Single Family Home Yes Developed 0.056 1 $812.02 208-840-066 Single Family Home Yes Developed 0.129 1 $812.02 208-840-067 Single Family Home Yes Developed 0.096 1 $812.02 208-840-068 Single Family Home Yes Developed 0.061 1 $812.02 208-840-069 Single Family Home Yes Developed 0.092 1 $812.02 208-850-001 Single Family Home Yes Developed 0.139 1 $812.02 208-850-002 Single Family Home Yes Developed 0.139 1 $812.02 208-850-003 Single Family Home Yes Developed 0.136 1 $812.02 208-850-004 Single Family Home Yes Developed 0.14 1 $812.02 208-850-005 Single Family Home Yes Developed 0.127 1 $812.02 208-850-006 Single Family Home Yes Developed 0.141 1 $812.02 208-850-007 Single Family Home Yes Developed 0.128 1 $812.02 208-850-008 Single Family Home Yes Developed 0.126 1 $812.02 208-850-009 Single Family Home Yes Developed 0.138 1 $812.02 208-850-010 Single Family Home Yes Developed 0.131 1 $812.02 208-850-011 Single Family Home Yes Developed 0.12 1 $812.02 208-850-012 Single Family Home Yes Developed 0.119 1 $812.02 208-850-013 Single Family Home Yes Developed 0.141 1 $812.02 208-850-014 Single Family Home Yes Developed 0.154 1 $812.02

5.2.h
Packet Pg. 228 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
FY 2021-22
Tax
208-850-015 Single Family Home Yes Developed 0.131 1 $812.02 208-850-016 Single Family Home Yes Developed 0.122 1 $812.02 208-850-017 Single Family Home Yes Developed 0.153 1 $812.02 208-850-018 Single Family Home Yes Developed 0.114 1 $812.02 208-850-019 Single Family Home Yes Developed 0.216 1 $812.02 208-850-020 Single Family Home Yes Developed 0.155 1 $812.02 208-850-021 Single Family Home Yes Developed 0.139 1 $812.02 208-850-022 Single Family Home Yes Developed 0.162 1 $812.02 208-850-023 Single Family Home Yes Developed 0.178 1 $812.02 208-850-024 Single Family Home Yes Developed 0.147 1 $812.02 208-850-025 Single Family Home Yes Developed 0.116 1 $812.02 208-850-026 Single Family Home Yes Developed 0.115 1 $812.02 208-850-027 Single Family Home Yes Developed 0.124 1 $812.02 208-850-028 Single Family Home Yes Developed 0.129 1 $812.02 208-850-029 Single Family Home Yes Developed 0.133 1 $812.02 208-850-030 Single Family Home Yes Developed 0.152 1 $812.02 208-850-031 Single Family Home Yes Developed 0.191 1 $812.02 208-850-032 Single Family Home Yes Developed 0.119 1 $812.02 208-850-033 Single Family Home Yes Developed 0.125 1 $812.02 208-850-034 Single Family Home Yes Developed 0.134 1 $812.02 208-850-035 Single Family Home Yes Developed 0.235 1 $812.02 208-850-036 Single Family Home Yes Developed 0.147 1 $812.02 208-850-037 Single Family Home Yes Developed 0.201 1 $812.02 208-850-038 Single Family Home Yes Developed 0.135 1 $812.02 208-850-039 Single Family Home Yes Developed 0.14 1 $812.02 208-850-040 Single Family Home Yes Developed 0.114 1 $812.02 208-850-041 Single Family Home Yes Developed 0.114 1 $812.02 208-850-042 Single Family Home Yes Developed 0.115 1 $812.02 208-850-043 Single Family Home Yes Developed 0.147 1 $812.02 208-850-044 Single Family Home Yes Developed 0.129 1 $812.02 208-850-045 Single Family Home Yes Developed 0.124 1 $812.02 208-850-046 Single Family Home Yes Developed 0.159 1 $812.02 208-860-016 Condominiums/Townhomes Yes Developed 0.283 6 $3,897.72 208-860-017 Condominiums/Townhomes Yes Developed 0.272 6 $3,897.72 208-860-019 Condominiums/Townhomes Yes Developed 0.318 6 $3,897.72 208-860-020 Condominiums/Townhomes Yes Developed 0.337 6 $3,897.72 208-860-029 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-030 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-031 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-032 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-033 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-034 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-035 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-036 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-037 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-038 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-039 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-040 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-042 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-043 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-044 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-045 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-046 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-047 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-048 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-049 Condominiums/Townhomes Yes Developed N/A 1 $649.62

5.2.h
Packet Pg. 229 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
FY 2021-22
Tax
208-860-050 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-051 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-053 Condominiums/Townhomes Yes Developed 0.044 1 $649.62 208-860-054 Condominiums/Townhomes Yes Developed 0.044 1 $649.62 208-860-055 Condominiums/Townhomes Yes Developed 0.044 1 $649.62 208-860-056 Condominiums/Townhomes Yes Developed 0.044 1 $649.62 208-860-057 Condominiums/Townhomes Yes Developed 0.044 1 $649.62 208-860-058 Condominiums/Townhomes Yes Developed 0.044 1 $649.62 208-860-059 Condominiums/Townhomes Yes Developed 0.044 1 $649.62 208-860-060 Condominiums/Townhomes Yes Developed 0.044 1 $649.62 208-860-061 Condominiums/Townhomes Yes Developed 0.044 1 $649.62 208-860-062 Condominiums/Townhomes Yes Developed 0.044 1 $649.62 208-860-064 Condominiums/Townhomes Yes Developed 0.045 1 $649.62 208-860-065 Condominiums/Townhomes Yes Developed 0.045 1 $649.62 208-860-066 Condominiums/Townhomes Yes Developed 0.045 1 $649.62 208-860-067 Condominiums/Townhomes Yes Developed 0.045 1 $649.62 208-860-068 Condominiums/Townhomes Yes Developed 0.045 1 $649.62 208-860-069 Condominiums/Townhomes Yes Developed 0.045 1 $649.62 208-860-070 Condominiums/Townhomes Yes Developed 0.045 1 $649.62 208-860-071 Condominiums/Townhomes Yes Developed 0.045 1 $649.62 208-860-072 Condominiums/Townhomes Yes Developed 0.045 1 $649.62 208-860-073 Condominiums/Townhomes Yes Developed 0.045 1 $649.62 208-860-075 Single Family Home Undeveloped 0.056 1 $65.78 208-860-076 Single Family Home Undeveloped 0.056 1 $65.78 208-860-077 Single Family Home Undeveloped 0.056 1 $65.78 208-860-078 Single Family Home Undeveloped 0.056 1 $65.78 208-860-079 Single Family Home Undeveloped 0.056 1 $65.78 208-860-080 Single Family Home Undeveloped 0.056 1 $65.78 208-860-081 Single Family Home Undeveloped 0.056 1 $65.78 208-860-082 Single Family Home Undeveloped 0.056 1 $65.78 208-860-083 Single Family Home Undeveloped 0.056 1 $65.78 208-860-084 Single Family Home Undeveloped 0.056 1 $65.78 208-860-086 Condominiums/Townhomes Yes Developed 0.048 1 $649.62 208-860-087 Condominiums/Townhomes Yes Developed 0.048 1 $649.62 208-860-088 Condominiums/Townhomes Yes Developed 0.048 1 $649.62 208-860-089 Condominiums/Townhomes Yes Developed 0.048 1 $649.62 208-860-090 Condominiums/Townhomes Yes Developed 0.048 1 $649.62 208-860-091 Condominiums/Townhomes Yes Developed 0.048 1 $649.62 208-860-092 Condominiums/Townhomes Yes Developed 0.048 1 $649.62 208-860-093 Condominiums/Townhomes Yes Developed 0.048 1 $649.62 208-860-094 Condominiums/Townhomes Yes Developed 0.048 1 $649.62 208-860-095 Condominiums/Townhomes Yes Developed 0.048 1 $649.62 208-860-097 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-098 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-099 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-100 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-101 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-102 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-103 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-104 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-105 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-106 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-108 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-109 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-110 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-111 Condominiums/Townhomes Yes Developed N/A 1 $649.62

5.2.h
Packet Pg. 230 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
FY 2021-22
Tax
208-860-112 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-113 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-114 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-115 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-116 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-117 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-860-119 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-120 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-121 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-122 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-123 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-124 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-126 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-127 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-128 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-129 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-130 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-131 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-133 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-134 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-135 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-136 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-137 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-138 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-139 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-140 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-141 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-142 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-143 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-144 Condominiums/Townhomes Yes Developed 0.046 1 $649.62 208-860-146 Condominiums/Townhomes Yes Developed 0.079 1 $649.62 208-860-147 Condominiums/Townhomes Yes Developed 0.079 1 $649.62 208-860-148 Condominiums/Townhomes Yes Developed 0.079 1 $649.62 208-860-149 Condominiums/Townhomes Yes Developed 0.079 1 $649.62 208-860-150 Condominiums/Townhomes Yes Developed 0.079 1 $649.62 208-860-151 Condominiums/Townhomes Yes Developed 0.079 1 $649.62 208-860-153 Condominiums/Townhomes Yes Developed 0.058 1 $649.62 208-860-154 Condominiums/Townhomes Yes Developed 0.058 1 $649.62 208-860-155 Condominiums/Townhomes Yes Developed 0.058 1 $649.62 208-860-156 Condominiums/Townhomes Yes Developed 0.058 1 $649.62 208-860-157 Condominiums/Townhomes Yes Developed 0.058 1 $649.62 208-860-158 Single Family Home Undeveloped 0.058 1 $68.12 208-860-159 Single Family Home Undeveloped 0.058 1 $68.12 208-860-160 Single Family Home Undeveloped 0.058 1 $68.12 208-860-161 Single Family Home Undeveloped 0.058 1 $68.12 208-860-162 Single Family Home Undeveloped 0.058 1 $68.12 208-860-164 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-165 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-166 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-167 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-168 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-860-169 Condominiums/Townhomes Yes Developed 0.057 1 $649.62 208-870-001 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-002 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-003 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-004 Condominiums/Townhomes Yes Developed N/A 1 $649.62

5.2.h
Packet Pg. 231 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 2) APPENDIX E

Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
FY 2021-22
Tax
208-870-005 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-006 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-007 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-008 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-009 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-010 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-011 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-012 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-014 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-015 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-016 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-017 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-018 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-019 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-020 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-021 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-022 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-023 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-024 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-025 Condominiums/Townhomes Yes Developed N/A 1 $649.62 208-870-027 Condominiums/Townhomes Yes Developed 0.059 1 $649.62 208-870-028 Condominiums/Townhomes Yes Developed 0.059 1 $649.62 208-870-029 Condominiums/Townhomes Yes Developed 0.059 1 $649.62 208-870-030 Condominiums/Townhomes Yes Developed 0.059 1 $649.62 208-870-031 Condominiums/Townhomes Yes Developed 0.059 1 $649.62 208-870-032 Condominiums/Townhomes Yes Developed 0.059 1 $649.62 Total 438 $317,362.06

5.2.h
Packet Pg. 232 Attachment: H: CFD 2014-1 (Tax Zone 2) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) Community FaciliƟes District
No. 2014-1
Tax Zone No. 3
Fiscal Year 2021-22
Annual Report
December 1, 2022

5.2.i
Packet Pg. 233 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) TABLE OF CONTENTS i

TABLE OF CONTENTS
Page No.

Section I – Introduction.................................................................................................... 1 Section II – Revenues and Expenditures ........................................................................ 3 Section III – Status of Improvements and Services......................................................... 4 Section IV – Calculation of Special Tax Levy .................................................................. 5 Appendix A - Rate and Method of Apportionment of Special Tax Appendix B - List of Authorized Services
Appendix C - Boundary Map
Appendix D - Summary of Annual Special Tax Rates by Land Use by Fiscal Year Appendix E - Special Tax Roll

5.2.i
Packet Pg. 234 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION I 1 SECTION I

On November 14, 2017, Subdivisions 9443, 9455, 9456 and 9457 were annexed to the CFD and are located within Tax Zone No. 2.

On March 22, 2021, Subdivision 9502 was annexed to the CFD and is located within Tax Zone No. 3. The special tax may be levied in Tax Zone No. 3 each fiscal year commencing with FY 2021-22.

This report provides a detailed description of the process used to calculate annual special tax levies for the CFD. The Tax Zone No. 3 special taxes are calculated according to the “Rate and Method of Apportionment of Special Tax” (RMA) (see Appendix “A”) as approved by the property owners when Tax Zone No. 3 was established.

5.2.i
Packet Pg. 235 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION I 2 MAXIMUM ANNUAL SPECIAL TAX RATES
For FY 2021-22, the maximum annual special tax rates by land use were as follows:

SERVICES FINANCED BY THE CFD
The full and complete list of authorized improvements and services can be found in Appendix “B”. The following is a summary of the items funded by the CFD:

Services
$708.24 per Residence
$566.80 per Residence
$425.36 per Unit
$4,215.32 per Acre
$4,215.32 per Acre
$421.84 per Acre
1 2
Services
$1,054.09 per Acre
1 Tax Zone No. 3
Tax Zone No. 3
For FY 2021-22, the Services Special Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 4.00% over the FY 2020-21 rates, per the RMA.

Single-Family Parcels1
Community Facilities District No. 2014-1
FY 2021-22 Developed Maximum Special Tax Rates by Land Use Condominiums/Townhomes1
Multi-Family1
Commercial2
Industrial2
Institutional2
Undeveloped1
For FY 2021-22, the Services Special Tax Rate for Undeveloped parcels has been increased by 3.14% over the FY 2020-21 rates, per the RMA.

For FY 2021-22, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 3.14% over the FY 2020-21 rates, per the RMA.

Community Facilities District No. 2014-1
FY 2021-22 Undeveloped Maximum Special Tax Rates

5.2.i
Packet Pg. 236 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION II 3 SECTION II

REVENUES AND EXPENDITURES
The revenues are the special tax collections and interest earnings, if any, for FY 2021-

Revenues:

Fund Balance as of June 30, 2021 $0
Special Tax Levy/Other Revenues $13,260
Interest Earnings $45
$13,305
Expenditures:

Admin. Expenses $949
Maintenance, Operation & Services Cost $12,356
Debt Service Payment $0
Anticipated Delinquencies $0
$13,305
Fund Balance as of June 30, 2022 $0
*Numbers in the table above may not foot due to rounding Special Tax Fund Revenues and Expenditures
Improvement Fund Revenues and Expenditures
No debt has been issued

5.2.i
Packet Pg. 237 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION III 4 SECTION III

STATUS OF IMPROVEMENTS AND SERVICES
The following is the status of the improvements and services financed within the CFD. • To date, the CFD has not financed the construction of any improvements. • Tax revenue generated by the CFD is currently paying a portion of the on-going public safety services within the CFD.

5.2.i
Packet Pg. 238 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION IV 5 SECTION IV

CALCULATION OF SPECIAL TAX LEVY

CLASSIFICATION OF PARCELS
For each fiscal year, each parcel of land within the CFD Tax Zone No. 3 is classified as Taxable or Exempt Property. The Taxable Properties are further classified as a Developed Property or Undeveloped Property. The Developed Property is further classified as Single-Family, Condominium/Townhome, Multi-Family, Commercial, Industrial or Institutional Property. The FY 2021-22 parcel classifications for taxable parcels within Tax Zone No. 3 are summarized below.

No. of
Land Use Parcels
Undeveloped 1
Services
$708.24 per Residence
$566.80 per Residence
$425.36 per Unit
$4,215.32 per Acre
$4,215.32 per Acre
$421.84 per Acre
1 2
Tax Zone No. 3
For FY 2021-22, the Services Special Tax Rate for Single-Family, Condominium/ Townhomes, and Multi-Family parcels has been increased by 4.00% over the FY 2020-21 rates, per the RMA.

Single-Family Parcels1
Community Facilities District No. 2014-1
FY 2021-22 Developed Maximum Special Tax Rates by Land Use Condominiums/Townhomes1
Multi-Family1
Commercial2
Industrial2
Institutional2
For FY 2021-22, the Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 3.14% over the FY 2020-21 rates, per the RMA.

5.2.i
Packet Pg. 239 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) SECTION IV 6 If additional revenue is needed, the special tax is levied proportionately on Undeveloped Property up to 100% of the Maximum Special Tax until the amount, when combined with the Developed Property taxes, is equal to the Special Tax Requirement. The table below shows the Tax Zone No. 3 maximum special tax rates levied on Undeveloped property in FY 2021-22.

Services
$1,054.09 per Acre
1 Tax Zone No. 3
Undeveloped1
For FY 2021-22, the Services Special Tax Rate for Undeveloped parcels has been increased by 3.14% over the FY 2020-21 rates, per the RMA.

Community Facilities District No. 2014-1
FY 2021-22 Undeveloped Maximum Special Tax Rates

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Packet Pg. 240 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
(TAX ZONE NO. 3)

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Packet Pg. 241 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

Capitalized terms that are used but not defined in this Supplement have the meaning given them in the Existing Rate and Method.

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Packet Pg. 242 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

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Packet Pg. 243 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

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Packet Pg. 244 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

“Fiscal Agent Agreement” means the indenture, fiscal agent agreement, resolution or other instrument pursuant to which Bonds are issued, as modified, amended or supplemented from time to time.
“Fiscal Year” means the period starting on July 1 and ending on the following June 30. “Industrial Parcel” means a Parcel designated by the County Assessor as having an industrial land use.
“Institutional Parcel” means a Parcel designated by the County Assessor as having an institutional land use.
“Maximum Special Tax” means the maximum Special Tax, determined in accordance with Section C, which can be levied in any Fiscal Year. “Multi-Family Parcel” means a Parcel designated by the County Assessor as having a multi-family residential land use which includes duplexes, triplexes, fourplexes and apartments.
“Proportionately” means, for Developed Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means, for Undeveloped Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Undeveloped Property.
“Public Property” means, for each Fiscal Year: any property within the boundaries of CFD No. 2014-1 that is owned by or irrevocably offered for dedication to the federal government, the State of California, the City or any other public agency. “Residential Unit” means an individual single-family residential unit, condominium or townhome unit, or multi-family residential unit per the County Assessor. An Accessory Unit that shares a Parcel with a single-family detached unit shall be considered a separate Residential Unit for purposes of this RMA.
“RMA” means this Rate and Method of Apportionment of Special Tax. “Single-Family Parcel” means a Parcel designated by the County Assessor as having a single-family land use.
“Special Tax” means any tax levied within CFD No. 2014-1 to pay the Special Tax Requirement.

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Packet Pg. 245 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

The Special Tax Requirement may be reduced in any Fiscal Year by (i) credits from available monies from sources identified in the Fiscal Agent Agreement, including without limitation excess interest earnings in the reserve fund, (ii) in the City’s sole discretion, proceeds from the collection of penalties and interest associated with delinquent Special Taxes, and (iii) any other revenues available to pay debt service on the Bonds as determined by the Administrator.
“Taxable Property” means all Assessors’ Parcels within the boundaries of CFD No. 2014-1 that are not classified as an Exempt Parcel.
“Tax Zone” means a mutually exclusive geographic area within which the Special Tax may be levied pursuant to this RMA. All the property within CFD No. 2014-1 at the time of CFD Formation is within Tax Zone 1. Additional Tax Zones may be created when property is annexed to CFD No. 2014-1, and a separate Maximum Special Tax shall be identified for property within the new Tax Zone at the time of such annexation. The Assessor’s Parcels included within a new Tax Zone established when such Parcels are annexed to CFD No. 2014-1 shall be identified by Assessor’s Parcel Number in the Unanimous Approval Form that is signed by the owner(s) of the Parcels at the time of annexation.
“Unanimous Approval Form” means that form executed by the record owner of fee title to a Parcel or Parcels annexed into CFD No. 2014-1 that constitutes the property owner’s approval and unanimous vote in favor of annexing into CFD No. 2014-1, the levy of the Special Tax against his/her Parcel or Parcels pursuant to this RMA and the issuance of Bonds by the CFD.
“Undeveloped Property” means, in any Fiscal Year, all Parcels of Taxable Property in CFD No. 2014-1 that are not Developed Property.

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Packet Pg. 246 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

C. MAXIMUM SPECIAL TAXES

1. Developed Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Developed Property within Tax Zone No. 3 shall be as follows:

Community Facilities District No. 2014-1
FY 2020-21 Developed Maximum Special Tax Rate by Land Use For Fiscal Year 2021-22 and on, the Services Special Tax Rate for Single Family, Condominium/ Townhomes and Multi-Family parcels shown in the table above will increase by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of four (4.00%) compounded annually.

Tax Zone No. 3

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Packet Pg. 247 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

2. Undeveloped Property
The Maximum Services Special Tax for Fiscal Year 2017-18 for all Parcels of Undeveloped Property within Tax Zone No. 3 are shown below.

3. Escalation of Maximum Special Tax
The Maximum Services Special Tax shall automatically increase without further action by the City Council.

Under no circumstances may the Facilities Special Tax on a Parcel in residential use be increased in any Fiscal Year as a consequence of delinquency or default in payment of the Facilities Special Tax levied on another Parcel or Parcels by more than ten percent Facilities Services Total
Undeveloped1 $0.00 $1,022.00 $1,022.00 per Acre
1 FY 2020-21 Undeveloped Maximum Special Tax Rate
For FY 2021-22 and on, the Services Special Tax Rate for Undeveloped parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Community Facilities District No. 2014-1
Tax Zone No. 3

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Packet Pg. 248 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX A

(10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

G. REPEAL OF THE SPECIAL TAX
If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Parcels in CFD No. 2014-1, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the Authorized Facilities and Authorized Services for which the Special Tax was levied. The obligations to provide the Authorized Facilities and Authorized Services previously funded by the repealed Special Tax shall become the obligations of any property owners of Parcels established within CFD No. 2014-1, and if there is no such association, they shall become the joint obligations of the property owners of Parcels within CFD No. 2014-1 in proportion to the number of Parcels owned by each such owner to the total number of Parcels within CFD No. 2014-1.

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Packet Pg. 249 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX B

APPENDIX B

LIST OF AUTHORIZED SERVICES

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Packet Pg. 250 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX B

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Packet Pg. 251 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 20
21-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX C

APPENDIX C

BOUNDARY MAP

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Packet Pg. 252 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 3
Legend
!( Reference Number
Parcel Lines
CFD No. 2014-1 Tax Zone No. 3
0 300
Feet
±
1 FARIA
PKWY

PRESE RVE

BOLLINGER
CANYON
RD

CROW CANYON RD
Assessor
Reference Parcel
Number Number
1 208-240-100

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Packet Pg. 253 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX D

APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY

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Packet Pg. 254 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2021-22
COMMUNITY FACILITIES DISTRICT NO. 2014-1 (TAX ZONE NO. 3) APPENDIX E

APPENDIX E

SPECIAL TAX ROLL
Assessor
Parcel
Number Description
Building
Permit
Development
Status Acres
Proposed
Units
FY 2021-22
Tax
208-240-100 Mixed Use Undeveloped 12.58 N/A $13,260.44

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Packet Pg. 255 Attachment: I: CFD 2014-1 (Tax Zone 3) Annual Report FY 2021-22 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2)

SAN RAMON

COMMUNITY FACILITIES
DISTRICT No. 2014-1
(TAX ZONE NO. 1)
Prepared by:

Francisco & Associates, Inc.
231 Market Place, Suite 543
San Ramon, CA 94583
(925) 867-3400
Fiscal Year 2020-21
Annual Report
October 20, 2021

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Packet Pg. 256 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) TABLE OF CONTENTS
Francisco & Associates, Inc.
i

TABLE OF CONTENTS
Page No.

Section I – Introduction ....................................................................................................................... 1 Section II – Revenues and Expenditures .......................................................................................... 3 Section III – Status of Improvements and Services....................................................................... 4 Section IV – Calculation of Special Tax Levy ................................................................................. 5 Appendix A - Rate and Method of Apportionment of Special Tax Appendix B - List of Authorized Facilities and Services Appendix C - Boundary Map
Appendix D - Summary of Annual Special Tax Rates by Land Use by Fiscal Year Appendix E - Special Tax Roll

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Packet Pg. 257 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) SECTION 1
Francisco & Associates, Inc.
1 SECTION I

The special tax may be levied in the CFD each fiscal year commencing with Fiscal Year (FY) 2014-

15. The City started levying the special taxes in FY 2015-16.

This report provides a detailed description of the process used to calculate annual special tax levies for the CFD. The special taxes are calculated according to the “Rate and Method of Apportionment of Special Tax” (RMA) (see Appendix “A”) as adopted by the Resolution forming the CFD.

BOUNDARIES OF THE CFD
All territory in the CFD is shown on the recorded boundary map. The Boundary Map was recorded on January 21, 2014 in Book 84 of Maps of Assessments and Community Facilities Districts at Page 43, Document No. 2014-0010395-00 or as may be amended thereafter. See Appendix “C” for a map showing the boundaries of Tax Zone No. 1 within the CFD. Parcels exempted by law, parcels designated exclusively for landscaping, open space or common area use, or parcels considered unbuildable by the CFD Administrator are considered tax-exempt. All other parcels are subject to the annual special tax. The following is a breakdown of the land uses as defined by the RMA, that are currently taxable within the boundary of the CFD and within Tax Zone No. 1.

No. of
Land Use Parcels
Condominiums/Townhomes 48

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Packet Pg. 258 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) SECTION 1
Francisco & Associates, Inc.
2 MAXIMUM ANNUAL SPECIAL TAX RATES
For FY 2020-21, the maximum annual special tax rates by land use were as follows:
1 For FY 2020-21, the Facilities Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi Family parcels has been increased by 2.00% over the FY 2019-20 rates, per the RMA. 2 For FY 2020-21, the Services Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi Family parcels has been increased by 4.00% over the FY 2019-20 rates, per the RMA. 3 For FY 2020-21, the Facilities and Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 2.00% over the FY 2019-20 rates, per the RMA. 1 For FY 2020-21, the Facilities and Services Special Tax Rate for Undeveloped parcels has been increased by 2.00% over the FY 2019-20 rates, per the RMA.

IMPROVEMENTS AND SERVICES FINANCED BY THE CFD
The full and complete list of authorized improvements can be found in Appendix “C”. The following is a summary of the items funded by the CFD:

Facilities1 Services2 Total
Single-Family Parcels $114.87 $847.13 $962.00 per Residence Condominiums or Townhomes $91.90 $677.70 $769.60 per Residence Multi-Family $68.92 $508.28 $577.20 per Unit
Commercial3 $728.99 $4,692.88 $5,421.87 per Acre
Industrial3 $728.99 $4,692.88 $5,421.87 per Acre
Institutional3 $72.90 $469.29 $542.19 per Acre
Community Facilities District No. 2014-1
FY 2020-21 Developed Maximum Special Tax Rates by Land Use Facilities Services Total
Undeveloped1 $182.25 $1,173.22 $1,355.47 per Acre
Community Facilities District No. 2014-1
FY 2020-21 Undeveloped Maximum Special Tax Rates by Land Use

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Packet Pg. 259 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) SECTION 1I
Francisco & Associates, Inc.
3 SECTION II

REVENUES AND EXPENDITURES
The revenues are the special tax collections and interest earnings, if any, for FY 2020-21. The costs are those expenditures that were funded in FY 2020-21. The annual costs are composed of: 1) maintenance, operations, and services costs, 2) bond debt service, if any, 3) administrative expenses, 4) prior year or anticipated current year delinquencies, and 5) improvement fund expenditures, if any.

Revenues:

Fund Balance as of June 30, 2020 $0
Special Tax Levy/Other Revenues $47,817
Interest E arnings ($343)
$47,474
Expenditures:

Admin. E xpenses $1,185
Maintenance, Operation & Services Cost $46,289
Debt Service Payment $0
Anticipated Delinquencies $0
$47,474
Fund Balance as of June 30, 2021 $0
*Numbers in the table above may not foot due to rounding Special Tax Fund Revenues and Expenditures
Improvement Fund Revenues and Expenditures
No debt has been issued

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Packet Pg. 260 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) SECTION I1I
Francisco & Associates, Inc.
4 SECTION III

STATUS OF IMPROVEMENTS AND SERVICES
The following is the status of the improvements and services financed within the CFD.  To date, the CFD has not financed the construction of any improvements.  Tax revenue generated by the CFD is currently paying a portion of the on-going public safety services within the CFD.

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Packet Pg. 261 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) SECTION IV
Francisco & Associates, Inc.
5 SECTION IV

CALCULATION OF SPECIAL TAX LEVY

CLASSIFICATION OF PARCELS
For each fiscal year, each parcel of land within the CFD is classified as Taxable or Exempt Property. The Taxable Properties are further classified as a Developed Property or Undeveloped Property. The Developed Property is further classified as Single-Family, Condominium/ Townhome, Multi Family, Commercial, Industrial or Institutional Property. The FY 2020-21 parcel classifications for taxable parcels are summarized below.

ASSIGNMENT OF ANNUAL SPECIAL TAX
The annual special taxes are determined by applying and levying up to 100% of the maximum special tax on each Developed Property until the total amount equals the Special Tax Requirement for the fiscal year. The table below shows the maximum special taxes levied on Developed Property in FY 2020-21.
1 For FY 2020-21, the Facilities Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi Family parcels has been increased by 2.00% over the FY 2019-20 rates, per the RMA. 2 For FY 2020-21, the Services Special Tax Rate for Single-Family, Condominium/Townhomes, and Multi Family parcels has been increased by 4.00% over the FY 2019-20 rates, per the RMA. 3 For FY 2020-21, the Facilities and Services Special Tax Rate for Commercial, Industrial, and Institutional parcels has been increased by 2.00% over the FY 2019-20 rates, per the RMA.

In FY 2020-21, there was no undeveloped property in Tax Zone 1.

No. of
Land Use Parcels
Condominiums/Townhomes 48
Facilities1 Services2 Total
Single-Family Parcels $114.87 $847.13 $962.00 per Residence Condominiums or Townhomes $91.90 $677.70 $769.60 per Residence Multi-Family $68.92 $508.28 $577.20 per Unit
Commercial3 $728.99 $4,692.88 $5,421.87 per Acre
Industrial3 $728.99 $4,692.88 $5,421.87 per Acre
Institutional3 $72.90 $469.29 $542.19 per Acre
Community Facilities District No. 2014-1
FY 2020-21 Developed Maximum Special Tax Rates by Land Use

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Packet Pg. 262 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) SECTION IV
Francisco & Associates, Inc.
6 CURRENT ANNUAL CFD REVENUE
The Special Tax Requirement for the CFD exceeds the amount generated by application of the Maximum Annual Special Tax, therefore, the Maximum Annual Special Tax was applied to each taxable parcel in FY 2020-21.

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Packet Pg. 263 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A
Francisco & Associates, Inc.

APPENDIX A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
(TAX ZONE NO. 1)

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Packet Pg. 264 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A
Francisco & Associates, Inc.

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
Special Taxes applicable to each Assessor’s Parcel in the City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services) (“CFD No. 2014-1”) shall be levied and collected according to the tax liability determined by the Administrator through the application of the appropriate amount or rate for Taxable Property, as described below. All of the property in CFD No. 2014-1, unless exempted by law or by the provisions below, shall be taxed for the purposes, to the extent, and in the manner herein provided, including property subsequently annexed to CFD No. 2014-1, unless a separate Rate and Method of Apportionment of Special Tax is adopted for the annexation area.

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Packet Pg. 265 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A
Francisco & Associates, Inc.
“Administrator” means an official of the City, or any designee thereof, responsible for determining the Special Tax Requirement and providing for the levy and collection of the Special Tax.
“Assessor’s Parcel” or “Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number.
“Assessor’s Parcel Map” means an official map of the County Assessor designating parcels by Assessor’s Parcel Number.
“Assessor’s Parcel Number” or “APN” means a unique number assigned to an Assessor’s Parcel by the County Assessor for purposes of identifying a property. “Authorized Facilities” means the public facilities and services authorized to be funded by CFD No. 2014-1 as set forth in the Resolution of Formation for the CFD. “Authorized Services” means the services authorized to be funded by CFD No. 2014-1 as set forth in the Resolution of Formation for the CFD.
“Bonds” means any bonds or other indebtedness of CFD No. 2014-1 issued under this Act. “Building Permit” means a building permit having an improvement valuation over $50,000 for an improvement that will be occupied [used?] by a residential or non-residential user. Building permits for the construction of ancillary structures such as fences, swimming pools, retaining walls, etc. are excluded.
“Calendar Year” means January 1 through December 31.
“CFD” or “CFD No. 2014-1” means the City of San Ramon Community Facilities District No. 2014-1 (Public Facilities and Services).
“CFD Formation” means the adoption by the City Council of the Resolution of Formation to form CFD No. 2014-1.
“Commercial Parcel” means a Parcel designated by the County Assessor as having a commercial land use.
“Condominium or Townhome Parcel” means a Parcel designated by the County Assessor as having a condominium, townhome, cluster home and co-op land use. [this term is not used] “City” means the City of San Ramon.
“Council” means the City Council of the City of San Ramon, acting as the legislative body of CFD No. 2014-1.
“County” means the County of Contra Costa.

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Packet Pg. 266 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A
Francisco & Associates, Inc.
“County Assessor” means the Contra Costa County Assessor. “Developed Property” means, in any Fiscal Year, all Parcels of Taxable Property for which a Building Permit was issued by the City on or prior to June 30 of the preceding Fiscal Year. In the absence of a Building Permit, any Parcel of Taxable Property shall be classified as Developed Property if it has been occupied by a residential or non-residential user on or prior to June 30 of the preceding fiscal year.
“Exempt Parcel” means all Assessor Parcels Property used exclusively for landscaping, open space or common area or is considered unbuildable by the Administrator. “Final Map” means a final map approved by the City pursuant to the Subdivision Map Act (California Government Code Section 66410, et seq.) that creates individual lots on which a building permit can be issued for construction of residential units without further subdivision of the lots.
“Fiscal Agent” means the fiscal agent or trustee under the Fiscal Agent Agreement. “Fiscal Agent Agreement” means the indenture, fiscal agent agreement, resolution or other instrument pursuant to which Bonds are issued, as modified, amended or supplemented from time to time.
“Fiscal Year” means the period starting on July 1 and ending on the following June 30. “Industrial Parcel” means a Parcel designated by the County Assessor as having an industrial land use.
“Institutional Parcel” means a Parcel designated by the County Assessor as having an institutional land use.
“Maximum Special Tax” means the maximum Special Tax, determined in accordance with Section C, which can be levied in any Fiscal Year.
“Multi-Family Parcel” means a Parcel designated by the County Assessor as having a multifamily residential land use which includes duplexes, triplexes, fourplexes and apartments. “Proportionately” means, for Developed Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means, for Undeveloped Property, that the ratio of the actual annual Special Tax levied in any Fiscal Year to the Maximum Special Tax authorized to be levied in that Fiscal Year is equal for all Assessor’s Parcels of Undeveloped Property. “Public Property” means, for each Fiscal Year: any property within the boundaries of CFD No. 2014-1 that is owned by or irrevocably offered for dedication to the federal government, the State of California, the City or any other public agency.

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Packet Pg. 267 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A
Francisco & Associates, Inc.
“Residential Unit” means an individual single-family residential unit, condominium or townhome unit, or multi-family residential unit per the County Assessor. An Accessory Unit that shares a Parcel with a single-family detached unit shall be considered a separate Residential Unit for purposes of this RMA.
“RMA” means this Rate and Method of Apportionment of Special Tax. “Single-Family Parcel” means a Parcel designated by the County Assessor as having a singlefamily land use. “Special Tax” means any tax levied within CFD No. 2014-1 to pay the Special Tax Requirement. “Special Tax Requirement” means the amount of revenue needed in any Fiscal Year to pay for the following: (i) Authorized Facilities and Authorized Services; (ii) principal of and interest on the Bonds due in the Calendar Year which commences in such Fiscal Year, (iii) Administrative Expenses; and (iv) amounts needed to cure any delinquencies in the payment of Special Taxes which have occurred or, based on delinquency rates in prior years, may be expected to occur in the Fiscal Year in which the Special Tax will be collected.

The Special Tax Requirement may be reduced in any Fiscal Year by (i) credits from available monies from sources identified in the Fiscal Agent Agreement, including without limitation excess interest earnings in the reserve fund, (ii) in the City’s sole discretion, proceeds from the collection of penalties and interest associated with delinquent Special Taxes, and (iii) any other revenues available to pay debt service on the Bonds as determined by the Administrator. “Taxable Property” means all Assessors’ Parcels within the boundaries of CFD No. 2014-1 that are not classified as an Exempt Parcel.
“Tax Zone” means a mutually exclusive geographic area within which the Special Tax may be levied pursuant to this RMA. All the property within CFD No. 2014-1 at the time of CFD Formation is within Tax Zone 1. Additional Tax Zones may be created when property is annexed to CFD No. 2014-1, and a separate Maximum Special Tax shall be identified for property within the new Tax Zone at the time of such annexation. The Assessor’s Parcels included within a new Tax Zone established when such Parcels are annexed to CFD No. 2014-1 shall be identified by Assessor’s Parcel Number in the Unanimous Approval Form that is signed by the owner(s) of the Parcels at the time of annexation.
“Unanimous Approval Form” means that form executed by the record owner of fee title to a Parcel or Parcels annexed into CFD No. 2014-1 that constitutes the property owner’s approval and unanimous vote in favor of annexing into CFD No. 2014-1, the levy of the Special Tax against his/her Parcel or Parcels pursuant to this RMA and the issuance of Bonds by the CFD. “Undeveloped Property” means, in any Fiscal Year, all Parcels of Taxable Property in CFD No. 2014-1 that are not Developed Property.

5.2.j
Packet Pg. 268 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A
Francisco & Associates, Inc.

C. MAXIMUM SPECIAL TAXES

1. Developed Property
The Maximum Special Tax for Fiscal Year 2013-14 for all Parcels of Developed Property within Tax Zone 1 shall be as follows:
1 For FY 2014-15 and on, the Facilities Special Tax Rate for Single Family, Condominium, and Multi Family parcels shown in the table above will be increased two (2.00%) compounded annually, per Government Code 53321. 2 For FY 2014-15 and on, the Services Special Tax Rate for Single Family, Condominium, and Multi Family parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of four (4.00%) compounded annually.
3 For FY 2014-15 and on, the Facilities and Services Special Tax Rate for Commercial, Industrial, and Institutional parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

Community Facilities District No. 2014-1
FY 2013-14 Developed Maximum Special Tax Rates by Land Use Facilities 1 Services 2 Total
Single Family Parcels $100.00 $643.75 $743.75 per Residence Condominiums or Townhomes $80.00 $515.00 $595.00 per Residence Multi-Family $60.00 $386.25 $446.25 per Unit
Commercial 3 $600.00 $3,862.50 $4,462.50 per Acre
Industrial 3 $600.00 $3,862.50 $4,462.50 per Acre
Institutional 3 $60.00 $386.25 $446.25 per Acre

5.2.j
Packet Pg. 269 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A
Francisco & Associates, Inc.

2. Undeveloped Property
The Maximum Special Tax for Fiscal Year 2013-14 for all Parcels of Undeveloped Property within Tax Zone 1 are shown below.
1 For FY 2014-15 and on, the Facilities and Services Special Tax Rate for Undeveloped parcels shown in the table above will be increased by the Consumer Price Index for San Francisco Bay Area Urban Wage Earners (from December 2013) with a minimum of two (2.00%) compounded annually.

3. Escalation of Maximum Special Tax
The Maximum Special Tax shall automatically increase without further action by the City Council.

Under no circumstances may the Facilities Special Tax on a Parcel in residential use be increased in any Fiscal Year as a consequence of delinquency or default in payment of the Facilities Special Tax levied on another Parcel or Parcels by more than ten percent (10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

Facilities Services Total
Undeveloped1 $150.00 $965.63 $1,115.63 per Acre
FY 2013-14 Undeveloped Maximum Special Tax Rates by Land Use Community Facilities District No. 2014-1

5.2.j
Packet Pg. 270 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX A
Francisco & Associates, Inc.

F. INTERPRETATION OF SPECIAL TAX FORMULA
The City reserves the right to make minor administrative and technical changes to this document that does not materially affect the rate and method of apportioning Special Taxes. In addition, the interpretation and application of any section of this document shall be left to the City’s discretion. Interpretations may be made by the City by resolution of the Council for purposes of clarifying any vagueness or ambiguity in this RMA.

G. TERM OF THE SPECIAL TAX
The Services Special Tax shall be levied in perpetuity as necessary to pay the Services Special Tax Requirement. The Facilities Special Tax shall be levied and collected until principal and interest on Bonds have been repaid, costs of constructing or acquiring Authorized Facilities from Facilities Special Tax proceeds have been paid, and all Administrative Expenses related to the Facilities Special Tax have been paid or reimbursed.

H. REPEAL OF THE SPECIAL TAX
If the levy of the Special Tax is repealed by initiative or any other action participated in by the owners of Parcels in CFD No. 2014-1, the City shall cease to levy the Special Tax and shall cease to be obligated to provide the Authorized Facilities and Authorized Services for which the Special Tax was levied. The obligations to provide the Authorized Facilities and Authorized Services previously funded by the repealed Special Tax shall become the obligations of any property owners association established within CFD No. 2014-1, and if there is no such association, they shall become the joint obligations of the property owners of Parcels within CFD No. 2014-1 in proportion to the number of Parcels owned by each such owner to the total number of Parcels within CFD No. 2014-1.

5.2.j
Packet Pg. 271 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B
Francisco & Associates, Inc.

APPENDIX B

LIST OF AUTHORIZED FACILITIES AND SERVICES

5.2.j
Packet Pg. 272 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B
Francisco & Associates, Inc.

DESCRIPTION OF FACILITIES AND SERVICES TO BE FINANCED BY THE CFD

FACILITIES
The Facilities shown below are proposed to be financed in whole or in part by the CFD. The Facilities shall be constructed, whether or not acquired in their completed states, pursuant to the plans and specifications approved by the City of San Ramon (the "City") and the officials thereof.

The CFD may also finance any of the following:

2. Administrative fees of the City and the bond trustee or fiscal agent related to the CFD and the bonds and other debt.

SERVICES
The Services shown below ("services" shall have the meaning given that term in the Mello-Roos Community Facilities Act of 1982) are proposed to be financed by the CFD, including all related administrative costs, expenses and related reserves for replacement of vehicles, equipment and facilities:
 Annual operation, maintenance and servicing, including repair and replacement, of police, park and recreational facilities, open space facilities, landscaping facilities, street and street lighting facilities, flood and storm protection facilities and storm water treatment facilities.

5.2.j
Packet Pg. 273 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX B
Francisco & Associates, Inc.
 To the extent not included in the prior paragraph, police, park and recreational services (excluding recreation program services), open space services, landscaping services, street and street lighting services, flood and storm protection services, and storm water treatment services.
 Costs associated with the setting, levy, and collection of the Special Taxes; and  Contingency costs, including a contingency and/or reserve for operating and capital reserves, as required by the City.

The Special Taxes may be collected and set-aside in designated funds, collected over several years, that may be used by the City to fund future repairs, services and facilities described above as determined by the City.

5.2.j
Packet Pg. 274 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX C
Francisco & Associates, Inc.

APPENDIX C

BOUNDARY MAP

5.2.j
Packet Pg. 275 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) City of San Ramon
CFD No. 2014-1 (Public Facilities and Services)
Tax Zone No. 1
Ryan Industrial Ct
Old Crow Canyon Rd
Crow Canyon Rd
!(42
!(43
!(40 !(41
!(44
!(45
!(20
!(23
!(17
!(14
!( !(38
4 !(11
!(35
!(32
!(1
!(29
!(26
!(8
!(47
!(37
!(21
!(24
!(16
!(18
!(13
!(39
!(22
!(15
!(19
!(48
!(34
!(46
!(3 !(31
!(12
!(9
!(30
!(6
!(28
!(25
!(27
!(33
!(7
!(5
!(36
!(2
!(10
Prepared by Francisco & Associates, Inc.

Legend
!( Reference Number
Parcel Lines
CFD No. 2014-1 Tax Zone No. 1
Reference
Number
Assessor
Parcel
Number
Reference
Number
Assessor
Parcel
Number
1 208-800-001 25 208-800-025
2 208-800-002 26 208-800-026
3 208-800-003 27 208-800-027
4 208-800-004 28 208-800-028
5 208-800-005 29 208-800-029
6 208-800-006 30 208-800-030
7 208-800-007 31 208-800-031
8 208-800-008 32 208-800-032
9 208-800-009 33 208-800-033
10 208-800-010 34 208-800-034
11 208-800-011 35 208-800-035
12 208-800-012 36 208-800-036
13 208-800-013 37 208-800-037
14 208-800-014 38 208-800-038
15 208-800-015 39 208-800-039
16 208-800-016 40 208-800-040
17 208-800-017 41 208-800-041
18 208-800-018 42 208-800-042
19 208-800-019 43 208-800-043
20 208-800-020 44 208-800-044
21 208-800-021 45 208-800-045
22 208-800-022 46 208-800-046
23 208-800-023 47 208-800-047
24 208-800-024 48 208-800-048
¯
0 80
Feet

5.2.j
Packet Pg. 276 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX D
Francisco & Associates, Inc.

APPENDIX D

SUMMARY OF ANNUAL SPECIAL TAX RATES BY LAND USE BY FISCAL YEAR
Single-Family ParcelsCondominiums or TownhomesMulti-FamilyCommercialIndustrialInstitutionalUndeveloped Fiscal Year
Special
Tax Type
per
Residence
per
Residence per Unit per Acre per Acre per Acre per Acre
Facilities $100.00 $80.00 $60.00 $600.00 $600.00 $60.00 $150.00 Services $643.75 $515.00 $386.25 $3,862.50 $3,862.50 $386.25 $965.63 Total $743.75 $595.00 $446.25 $4,462.50 $4,462.50 $446.25 $1,115.63 Facilities $102.00 $81.60 $61.20 $618.51 $618.51 $61.85 $154.63 Services $669.50 $535.60 $401.70 $3,981.63 $3,981.63 $398.16 $995.41 Total $771.50 $617.20 $462.90 $4,600.14 $4,600.14 $460.01 $1,150.04 Facilities $104.04 $83.23 $62.42 $630.88 $630.88 $63.09 $157.72 Services $696.28 $557.02 $417.77 $4,061.26 $4,061.26 $406.12 $1,015.32 Total $800.32 $640.25 $480.19 $4,692.14 $4,692.14 $469.21 $1,173.04 Facilities $106.12 $84.89 $63.67 $646.43 $646.43 $64.64 $161.61 Services $724.13 $579.30 $434.48 $4,161.40 $4,161.40 $416.14 $1,040.35 Total $830.25 $664.19 $498.15 $4,807.83 $4,807.83 $480.78 $1,201.96 Facilities $108.24 $86.59 $64.94 $667.46 $667.46 $66.75 $166.86 Services $753.10 $602.47 $451.86 $4,296.77 $4,296.77 $429.67 $1,074.20 Total $861.34 $689.06 $516.80 $4,964.23 $4,964.23 $496.42 $1,241.06 Facilities $110.41 $88.33 $66.24 $693.99 $693.99 $69.40 $173.50 Services $783.22 $626.57 $469.94 $4,467.55 $4,467.55 $446.75 $1,116.89 Total $893.63 $714.90 $536.18 $5,161.54 $5,161.54 $516.15 $1,290.39 Facilities $112.62 $90.09 $67.57 $714.70 $714.70 $71.47 $178.67 Services $814.55 $651.64 $488.73 $4,600.86 $4,600.86 $460.09 $1,150.23 Total $927.17 $741.73 $556.30 $5,315.56 $5,315.56 $531.56 $1,328.90 Facilities $114.87 $91.90 $68.92 $728.99 $728.99 $72.90 $182.24 Services $847.13 $677.70 $508.28 $4,692.88 $4,692.88 $469.29 $1,173.23 Total $962.00 $769.60 $577.20 $5,421.87 $5,421.87 $542.19 $1,355.47 FY 2020-21
Annual Special Tax Rates by Land Use by Fiscal Year
Non-Residential
FY 2014-15
FY 2015-16
FY 2016-17
FY 2019-20
FY 2018-19
Residential
FY 2017-18
FY 2013-14
(Base Year)

5.2.j
Packet Pg. 277 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) CITY OF SAN RAMON FY 2020-21
CFD NO. 2014-1 (TAX ZONE NO. 1) APPENDIX D
Francisco & Associates, Inc.

APPENDIX E

SPECIAL TAX ROLL

5.2.j
Packet Pg. 278 Attachment: J: CFD 2014-1 (Tax Zone 1) Annual Report FY 2020-21 (2024-35 : Receive and File FY2023-24 CFDTax Zones 1 & 2) Assessor Land Use Building Development Proposed FY 2020-21 Parcel No. Description Permit Status Acres Units Tax
208-800-001 Condominum Yes Developed N/A 1 $769.60
208-800-002 Condominum Yes Developed N/A 1 $769.60
208-800-003 Condominum Yes Developed N/A 1 $769.60
208-800-004 Condominum Yes Developed N/A 1 $769.60
208-800-005 Condominum Yes Developed N/A 1 $769.60
208-800-006 Condominum Yes Developed N/A 1 $769.60
208-800-007 Condominum Yes Developed N/A 1 $769.60
208-800-008 Condominum Yes Developed N/A 1 $769.60
208-800-009 Condominum Yes Developed N/A 1 $769.60
208-800-010 Condominum Yes Developed N/A 1 $769.60
208-800-011 Condominum Yes Developed N/A 1 $769.60
208-800-012 Condominum Yes Developed N/A 1 $769.60
208-800-013 Condominum Yes Developed N/A 1 $769.60
208-800-014 Condominum Yes Developed N/A 1 $769.60
208-800-015 Condominum Yes Developed N/A 1 $769.60
208-800-016 Condominum Yes Developed N/A 1 $769.60
208-800-017 Condominum Yes Developed N/A 1 $769.60
208-800-018 Condominum Yes Developed N/A 1 $769.60
208-800-019 Condominum Yes Developed N/A 1 $769.60
208-800-020 Condominum Yes Developed N/A 1 $769.60
208-800-021 Condominum Yes Developed N/A 1 $769.60
208-800-022 Condominum Yes Developed N/A 1 $769.60
208-800-023 Condominum Yes Developed N/A 1 $769.60
208-800-024 Condominum Yes Developed N/A 1 $769.60
208-800-025 Condominum Yes Developed N/A 1 $769.60
208-800-026 Condominum Yes Developed N/A 1 $769.60
208-800-027 Condominum Yes Developed N/A 1 $769.60
208-800-028 Condominum Yes Developed N/A 1 $769.60
208-800-029 Condominum Yes Developed N/A 1 $769.60
208-800-030 Condominum Yes Developed N/A 1 $769.60
208-800-031 Condominum Yes Developed N/A 1 $769.60
208-800-032 Condominum Yes Developed N/A 1 $769.60
208-800-033 Condominum Yes Developed N/A 1 $769.60
208-800-034 Condominum Yes Developed N/A 1 $769.60
208-800-035 Condominum Yes Developed N/A 1 $769.60
208-800-036 Condominum Yes Developed N/A 1 $769.60
208-800-037 Condominum Yes Developed N/A 1 $769.60
208-800-038 Condominum Yes Developed N/A 1 $769.60
208-800-039 Condominum Yes Developed N/A 1 $769.60
208-800-040 Condominum Yes Developed N/A 1 $769.60
208-800-041 Condominum Yes Developed N/A 1 $769.60
208-800-042 Condominum Yes Developed N/A 1 $769.60
208-800-043 Condominum Yes Developed N/A 1 $769.60
208-800-044 Condominum Yes Developed N/A 1 $769.60
208-800-045 Condominum Yes Developed N/A 1 $769.60
208-800-046 Condominum Yes Developed N/A 1 $769.60
208-800-047 Condominum Yes Developed N/A 1 $769.60
208-800-048 Condominum Yes Developed N/A 1 $769.60
Total 48 $36,940.80

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San Ramon City CouncilDecember 10, 2024

San Ramon City Council
December 10, 2024