2535 Foothill Boulevard Suite 101 * Condominium Budgets Preparation, Consulting PROFORMA OPERATING BUDGET FOR. Costa Pacifica Estates
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1 2535 Foothill Boulevard Suite 101 * Condominium Budgets Preparation, Consulting La Crescenta, CA * Reserve Studies for Community Associations * Financial Management, Tax & Accounting P.O. Box Glendale, CA Office (818) Fax (818) Address: Vigen@DREbudgets.com PROFORMA OPERATING BUDGET FOR Costa Pacifica Estates Tract Phase Two Budget A FORTY UNIT PLANNED DEVELOPMENT PROJECT CITY OF NIPOMO, COUNTY OF SAN LUIS OBISPO STATE OF CALIFORNIA This budget is prepared: * Office (818) * Fax (818)
2 2535 Foothill Boulevard Suite 101 * Condominium Budgets Preparation, Consulting La Crescenta, CA * Reserve Studies for Community Associations * Financial Management, Tax & Accounting P.O. Box Glendale, CA Office (818) Fax (818) Address: Vigen@DREbudgets.com PROJECT DESCRIPTION Costa Pacifica Estates Tract Nipomo, CA This is a forty unit, detached Planned Development (PUD) project located in the City of Nipomo, County of San Luis Obispo. Each Unit Has An Attached Private Garage On-Grade. Please note that the insurance budgeted is for the HOA officers' and common area liability & officers' fidelity but NOT the contents of each unit. Each owner must purchase a Homeowner's Policy and may purchase a policy for the content of his / her unit. Data used in preparing this budget is based on the information provided to me by the developer. For calculation detail and assumptions, please refer to the footnotes provided in this report. Dollar amounts meet or exceed those of the current Operating Cost Manual for Homeowners Association published by the California Department of Real Estate. This budget was prepared as of Vigen Onany MSA * Office (818) * Fax (818)
3 2535 Foothill Boulevard Suite 101 * Condominium Budgets Preparation, Consulting La Crescenta, CA * Reserve Studies for Community Associations * Financial Management, Tax & Accounting P.O. Box Glendale, CA Office (818) Fax (818) Address: Vigen@DREbudgets.com The Board of Directors, Costa Pacifica Estates Tract Nipomo, CA PROPOSAL FOR RESERVE STUDY / BUDGET (UPDATES) For annual review of the Homeowners Association Budget, and preparation of an updated reserve study along with preparation of an updated Operating Budget for the Homeowners Association. 900 Respectfully Yours, Vigen Onany * Office (818) * Fax (818)
4 TAX & ACCOUNTING OFFICES OF VIGEN ONANY 2535 Foothill Boulevard Suite 101 La Crescenta, CA The Board of Directors, Costa Pacifica Estates Tract Nipomo, CA PROPOSAL FOR (ANNUAL) TAX PREPARATION SERVICES For preparation of the annual computerized Federal and State of California Tax Returns (State Exempt Organization Annual Information Statement or Return) and Statement of Income And Expenses and Balance Sheet (write up work) for your Homeowners Association. 1,200 Respectfully Yours, Vigen Onany MSA * Office (818) * Fax (818)
5 STATE OF CALIFORNIA BUDGET WORKSHEET DEPARTMENT OF REAL ESTATE BUDGET REVIEW RE 623 (REV. 4/07) ID # B020 GENERAL INFORMATION This budget is a good faith estimate from plans prior to construction and/or completion (for new projects) or from a combination of plans and/or site inspections (for existing projects). For existing projects, there may have been historical data as support for some line items, but changes to the project may make historical data not applicable or reliable. This budget was prepared for the purpose of obtaining a public report. This association must adopt a budget in accordance with California Civil Code. If that budget is less than 10% or greater than 20% from this budget, you should contact the Department of Real Estate. The association may increase or decrease its budget. It is typical for costs to increase as the project ages. The association should conduct a reserve study after its first year of operation to adjust the reserve funding plan for any changes which may have taken place during construction. DRE FILE NUMBER (IF KNOWN ) MASTER DRE FILE # DEPUTY ASSIGNED FILE (IF KNOWN ) NAME DIVISION IDENTIFICATION AND LOCATION TRACT NUMBER Costa Pacifica Estates NAME TO BE USED IN ADVERTISING (IF DIFFERENT THAN NAME OR TRACT NUMBER) STREET ADDRESS (IF ANY) CITY COUNTY 715 Vista Del Rio Nipomo San Luis Obispo MAIN ACCESS ROAD(S) EAST / WEST: NORTH /SOUTH: NEAREST TOWN/CITY MILES/DIRECTION FROM TOWN/CITY Within City Limits TYPE OF SUBDIVISION X Condominium Condominium Conversion Stock Cooperative Stock Cooperative Conversion Limited Equity Housing Corporation Planned Development Planned Development Land Project Planned Development Mobile Home Community Apartment Out-of-State Undivided Interest Undivided Interest Land Project NUMBER OF LOTS/UNITS PHASE # TOTAL # IN PROJECT PREVIOUS DRE FILE # # OF ACRES 40 Phase Two 4 BUDGET PREPARER NAME ATTENTION Vigen Onany ADDRESS CITY TELEPHONE NUMBER Phone: (818) Fax: (818) ZIP CODE 2535 Foothill Boulevard Suite # 101 Certification La Crescenta, CA I declare under penalty of perjury that the representations and answers to questions in this document and all documents submitted as a part of the homeowners budget are true and complete to the best of my knowledge and belief. "The undersigned certifies that this electronic recreation of Department of Real Estate form RE623 contains at least the same information as the DRE approved ID B020." SIGNATURE OF BUDGET PREPARER DATE
6 Page 2 of 15 IMPROVEMENTS WORKSHEET * If this phase will have any line items shown on pages 3, 4 and 5 hereof exempted from payment of assessments under Regulation (c), asterisk those items on pages 3, 4 and 5 and list any partially deferred costs on a separate sheet showing calculations and attach. All exempted improvements must be covered by reasonable arrangements for completion. Include Planned Construction Statement (RE 611A) for review. 1. Number of buildings containing residential units Forty 2. Estimated completion date for the residential units included in this phase July Estimated completion date for the common area and facilities included in this phase July Type of residential building for this project (i.e., highrise, cluster, garden, etc.) Detached 5. Type of construction for these buildings (i.e., steel, concrete, wood frame, etc.) 6. Type of roof (i.e., shake, etc.) 7. Type of paving used in the project. Concrete / Asphalt 8. Type of exterior wall for residential buildings 9. Number of residential units per building 10. Number of floors per building 11. Number of bedrooms per unit 12. Square footage of units (list number and size of each unit type, etc.). Forty Detached Units 13. Type of parking facilities and number of spaces (i.e., detached garage, tuck under, subterranean, carport, open, etc.) 14. Have you submitted budgets for all phases to be completed within the next three calendar years and a built-out budget?... Yes No 15. If this condominium project involves phasing with a single lot, submit a budget for each phase plus a budget which will be used if further phases are not completed. (Commonly referred to as a worst case budget.) Each Unit Has An Attached Private Garage On-Grade. Complete 14 and 15 for Phased Condominium Projects Only (818)
7 BUDGET SUMMARY Page 3 of 15 PHASE NUMBER DATE OF BUDGET DRE FILE NUMBER Phase Two NUMBER OF UNITS TRACT NUMBER / NAME OF PROJECT 40 Costa Pacifica Estates 101. Property Taxes Per Unit Per Month Total Monthly Total Annual 100 FIXED COSTS 102. Corporation Franchise Taxes 103. Insurance (attach proposal) 104. Local License & Inspection Fees 105. Estimated Income Taxes , SUB TOTAL , Electricity (attach work sheet) Lighting: Leased 202. Gas (attach work sheet) Not Common 203. Water (attach work sheet) , , Sewer/Septic Tanks (include if not in 203) 205. Cable TV/Master Antenna 207. Custodial Area: Number of Restrooms: 207A. Custodial Supplies 208. Landscape Area: (see page 15.) 194,398 SF , , A. Landscape Supplies 194,398 SF , OPERATING COSTS 209. Refuse Disposal Vender Name: Telephone Number: 210. Elevators Number: Type: 211. Private Streets, Driveways, Parking Areas Area: NO COMMON TRASH SERVICE 212. Heating & Air Conditioning Maintenance Area: 213. Swimming Pool Mnth heated Number: Size: Spa Size: Number: 214. Tennis Court Number: 215. Access Control Guard hours per day: No. of motorized gates: Type: No. of Intercoms/Telephone Entry: (818)
8 200 OPERATING COSTS 300 RESERVE 400 ADMINISTRATION 500 CONTINGENCY 216. Reserve Study - Will Be Done Every 3 Years 217. Miscellaneous: Minor Repairs Pest Control Open Space - Lot 27-Drainage Basin - Annual Cleaning / Maintenance Lakes/Waterways Elevator Telephone Lines / Community Network Fire Sprinkler Monitoring & Telephone Lines (attach reserve work sheet) 401. Management Legal Services 403. Accounting 404. Education 405. Miscellaneous, Office expense 200 Sub Total 501. New Construction 3% N 502. Conversions 5% Sub Total Sub Total TOTAL ( ) Per Unit Per Month Included , , Revenue Offsets (attach documentation) ( ) ( ) ( ) Full Service 5, Total Monthly In Item , Management Has , , Page 4 of 15 Total Annual Above 66,578 12,157 Been Budgeted ,500 7,200 2,000 1,200 1,893 12,293 94,136 2,824 TOTAL BUDGET , ,960 DRE regulations allow the use of variable assessments against units only if one unit will derive as much as 10 percent more than another unit in the value of common goods and services supplied by the association. After determining the percent of benefit derived from services provided (page 14) by the association, an easy chart to follow would be: X Less than 10% From 10% to 20% Over 20% Equal assessments Variable assessments Equal assessments Variable or equal Variable assessments The budget and management documents indicate (check appropriate box): 1 The inventory and quantities used in the preparation of this budget are normally derived from plans completed prior to construction and may vary slightly from actual field conditions. The calculated budget is a good faith estimate of the projected costs and should be deemed reliable for no more than one year. The Board of Directors should conduct an annual review of the Association's actual costs and revise the budget accordingly. Depending upon the level of service selected by the Association, the amount shown may be insufficient to cover the cost and may be higher. (818)
9 DRE FILE NUMBER RESERVES WORKSHEET TRACT NUMBER Page 5 of 15 Item (1) 1 Sq. Ft. or Number (2) 1 Unit Cost HOA Manual (3) 1 Replacement Cost (4) 1 Remaining Life Yearly Reserve Columns 1 X 2 or 3 4 Cost Per Unit Per Month PAINT Individual Units Are Responsible Interior Paint - Common Areas Wrought Iron Fence 20, , , Concrete Block Wall - Paint / Stucco 8, , ROOF Individual Units Are Responsible OTHER COMPONENTS Boiler - Common Water Heaters - Common Areas Exterior / Building / Outdoor Lights Interior / Garage Lights Street Lights Elevators-Modernization / Cab Renovation Heating / Cooling / HVAC - Common Garage Ventilation Concrete Drives / Walkways Asphalt Streets / Drives Pool Re-plaster Pool Heater Pool Filter Spa Re-plaster Spa Heater Spa Filter Pool/Spa Pumps - No: Motorized Gates - Repair / Replacement Motorized Gates - Motor / Operator Concrete Block Wall - Repair / Replace Wrought Iron Fence - Repair / Replace Wood Fence - Repair / Replace As Per Developer"There Are No Street Lights Installed Or To Be Installed." As Per Developer"The HOA Will Not Be Responsible For Any Streets, Sidewalks." As Per Developer"The HOA Will Not Be Responsible For Any Streets, Sidewalks." 1, , , , , (818)
10 DRE FILE NUMBER RESERVES WORKSHEET TRACT NUMBER Page 5A of 15 Item (1) 1 Sq. Ft. or Number (2) 1 Unit Cost HOA Manual (3) 1 Replacement Cost (4) 1 Remaining Life Yearly Reserve Columns 1 X 2 or 3 4 Cost Per Unit Per Month OTHER COMPONENTS -CONTINUED Sump Pumps/Motors Landscaping Lot 32 - Park 75, , , Open Space - Lot 27-Drainage Basin Future Phases - - Waterproofing - Dex O Tex Furniture - Recreation Area Equipment - Gym 119,288 36,018 As Per Recorded DOC #: Pages B28 11 Through B28 17 & Developer's s Dated 2/21/2012 & 2/24/2012 NO RESERVE REQUIRED FOR THESE AREAS , , Retantion Basin - Cyclon / Plastic Fence 4, , , Mail Box 1 4, , Use either Columns 1 and 2 or 3 and 4, but not both for a particular item. TOTAL RESERVE 12, Note: For space purposes, we have included only the components most frequently found in common-interest subdivisions. Reserve items should not be limited to the list above. Items marked #1 will be replaced or renovated by the developer / owner before the close of the first escrow. (818)
11 Costa Pacifica Estates COMPONENTS THAT REQUIRE RESERVE FUNDING Page 5B of 15 COMMON Average Annual Estimated Remaining Annual Ideal RESERVE Cost of Accelerated Useful Useful Reserve Accumulated COMPONENT Replacement Recovery Life YRS Life YRS Required Reserves PAINT Individual Units Are Responsible Wrought Iron Fence 14,500 2, ,900 1 Concrete Block Wall - Paint / Stucco 2, ROOF Individual Units Are Responsible OTHER COMPONENTS Street Lights As Per Developer"There Are No Street Lights Installed Or To Be Installed." Concrete Drives / Walkways As Per Developer"The HOA Will Not Be Responsible For Any Streets, Sidewalks." Asphalt Streets / Drives As Per Developer"The HOA Will Not Be Responsible For Any Streets, Sidewalks." Concrete Block Wall Wrought Iron Fence 6,325 41, , , ,160 Landscaping As Per Recorded DOC #: Pages B28 11 Through B28 17 & Developer's s Dated 2/21/2012 & 2/24/2012 NO RESERVE REQUIRED FOR THESE AREAS. Lot 32 - Park 24,100 2, ,410 1 Open Space - Lot 27-Drainage Basin Retantion Basin - Cyclon / Plastic Fence 57,800 26,050 2,141 1, ,927 1,184 5,780 3,552 Mail Box 4, TOTAL 177,375 12,157 11,489 14,125 Items marked #1 will be replaced or renovated by the developer / owner before the close of the first escrow. (818)
12 GENERAL PROJECT INVENTORY Page 6 of 15 * Complete schedules 1 through 6 below, then transfer the totals to Site Summary area. * Frequently several buildings will be repeated in a subdivisions. These may be combined on one line. Wherever additional space is required attach computations on a separate sheet. SITE SUMMARY - TOTAL SUBDIVISION AREA acres x 43,560 = 3,500,000 Total square feet. 1. Building(s) footprint 668, Garages or carports 3. Recreational facilities 4. Paved surfaces 649, Restricted common areas 5, Other: (attach description) 1,981,872 Sub Total (1-6) 3,305,602 Total Square Ft. (from above) Subtract Sub Total (1-6) Remainder = landscape area 3,500,000 3,305, , Buildings Containing Units INDIVIDUAL SUMMARY SCHEDULES Length X Width = Area of X No. of = Each Bldg. Buildings Total Area Square Feet # of Floors Forty Detached Units = 668,720 Total for Summary Item 1 above 1A. Recreation Buildings Length X Width = Area of X No. of = Each Bldg. Buildings Total for Summary Item 1A above (818) ,720 Total Area Square Feet Floors:
13 2. 3. Multiple Detached Garages and Carports Recreational Facilities Total for Summary Item 2 above Total Area Page 7 of 15 a. b. c. d. e. Recreation Room, Clubhouse, Lanai, or other (length x width = total ) Pools Number: Size: Spas Number: Size: Tennis Courts Number: Size: Surface Type: Other: (describe) X = 4. Paved Area (streets, parking, walkways, etc.) (length x width = square foot area) X = X = X = X = Total for Summary Item 3 above 649,970 Future Phases Paving Material (concrete, asphalt, etc.) Total for Summary Item 4 above 649, Restricted Common Areas Use (patio, etc.) Describe and attach calculations Public Street - Part Of Lot 32 - Park 5,040 Total for Summary Item 5 above 5, Other - Describe and attach calculations Open Space - Lot 1 - Tract 1802 Phase 1 Open Space - Lot 29 - Tract 1802 Phase 2 Open Space - Lot 30 - Tract 1802 Phase 2 Open Space - Lot 31 - Tract 1802 Phase 2 Open Space - Lot 54 - Tract 1802 Phase 2 Open Space - Lot 59 - Tract 1802 Phase 2 Open Space - Lot 60 - Tract 1802 Phase 2 Open Space - Lot 1 - Tract 1856 Phase 1 Open Space - Lot 27-Drainage Basin 202,554 86, , ,122 30,641 25,580 65, ,634 36,018 Total for Summary Item 6 above 1,981,872 (818)
14 Building 1 40 Units ROOF RESERVE WORKSHEET (SEE PAGE 15.) Individual Units Are Responsible Page 8 of 15 Totals Modifications Grand Totals R OOF P ITCH T ABLE Pitch Rise Multiplier One eighth 3 in 12" One sixth 4: in 12" Five 24ths 5" in 12" One quarter 6" in 12" One third 8" in 12" One half 12" in 12" Five eights 15" in 12" Three quarters 18" in 12" Take areas of all building listed in Sections 1, 2 and 3a. Add 6% (a 1.06 multiplier) for each foot of roof overhang. In addition, adjust for roof pitch based upon the table above. The table converts horizontal area to roof area. (818)
15 PAINTING WORKSHEET Page 9 of 15 EXTERIOR Exterior painting area is determined by measuring the structure to find the perimeter (total distance around) and multiplying that by 10 for each story. Use a separate line for each story if the configuration of the building changes from story to story (for wood siding see Item 301 in the Cost Manual). Residential Buildings (include garages) Type of Surface % Perimeter x 10 ft. x No. of Stories x No. of Bldgs. = (if identical) Individual Units Are Responsible Total Area Total building paint area = Walls Linear Feet x Height Total Area 1,000 4 X 2 = 8,000 Concrete Block Wall X 2 = - X 2 = - X 2 = - X 2 = - X 2 = - Total wall paint area Total exterior paint area 8,000 8,000 (818)
16 PAINTING WORKSHEET Page 9A of 15 INTERIOR Interior painting reserve is determined by measuring the room perimeter and multiplying by 8' and adding ceiling area. Room/Type Descrip. Walls Perimeter x 8 ft. = Wall + Ceiling Total Area Floor SQFT # Of Area (Length x Width) Floors Total interior paint area sqft TOTAL EXTERIOR AND INTERIOR 8,000 FENCES Fence requiring paint or stain (see Item 312 in manual for wood and wrought iron) Compute separately using higher cost put on separate line on page 5 of the Reserve Worksheet. Linear Feet 2,080 x Height = Total Area 5 X 2 = 20,800 Wrought Iron Fence X 2 = X 2 = X 2 = X 2 = X 2 = Total fence area 20,800 1 Always multiply by 2 to cover the area for both sides of the wall or fence. If the wall or fence will be painted or stained on one side only, adjust your calculation and make appropriate notation on the worksheet. (818)
17 ELECTRICAL ENERGY CONSUMPTION WORKSHEET A. Lights (see Note 1) (number of lights x average watt per light x average number of hours in use per day x.03 = KWH per month) KWH per month Page 10 of Interior Lights (recreation rooms, gym, hallways, lobbies, stairwells, etc.) X X X 0.03 = 2. Garage Lights X X X 0.03 = 3. Outdoor, exterior building and walkway lights X X X 0.03 = 4. Street Lights X X X 0.03 = B. Elevators (number of cabs x number of floor stops per cab x 167 KWH = Per month usage KWH) X X 167 KWH = C. Tennis Court Lights (number of courts x 1000 KWH = Per month usage KWH) X 1000 KWH = D. Electric Heating (0.25 KWH x heated = KWH per month for warm climates) (0.65 KWH x heated = KWH per month for cold climates) X = E. Hot Water Heating (320 KWH x number of 40 gallon tanks = KWH per month) 320 KWH X = F. Air Conditioning (number of sq.ft. cooled x.34 KWH = Per month usage KWH) X 0.34 KWH = G. Electrical Motors (see Notes 2 and 3) (horsepower x watts x hours of use per day x.3 x % of year in use = Per month usage) Gates Motor #1 X X X 0.03 X = Pools Motor #2 X X X 0.03 X = Spas Motor #3 X X X 0.03 X = G.Ventill ation Motor #4 X X X 0.03 X = S.Pump Motor #5 X X X 0.03 X = H. Pool/Spa Heating (Number of heaters x KWH rating x hours of daily use x 30 days = KWH per month) X X X 30 days = TOTAL KWH PER MONTH (818)
18 Page 11 of 15 I. Total Monthly Cost (total KWH per month x rate per KWH = total cost) X = Monthly common meter charge Total Monthly Cost Per DRE Formula: Utility Company Name: Telephone Number: Pacific Gas and Electric Company (PG&E) (415) Notes Do not include leased lights. Instead use lease agreement with rate schedule with budget work sheet. Put monthly charge into Item 201 leased lights. Use a minimum of 10 hours per day average usage for exterior lighting. Motors are found in swimming pool pumping systems, circulating hot water systems, ventilation systems in subterranean garages, security gates, interior hallways, and interior stairwells and also in private water systems and fountains. (Hours of use for pool pumps - see Item 201 in the Cost Manual.) Normally 1,000 watts per horsepower should be used. Check plate on motor or manufacturer's specifications. If wattage is not listed, it can be calculated by multiplying amps x volts. (818)
19 GAS CONSUMPTION WORKSHEET Page 12 of Water Heaters (number of dwelling units on association meters + laundry rooms + outdoor showers + recreation rooms, gym = number of units x 20 Therms = per month usage) = X 20 Therms = Therms 2. Pool (see note 1) BTU rating x hours of daily use x.0003 x % of year in use = Therms Pool #1 Pool #2 X X X = X X X = 3. Spa (Number of spas (by size) x therm range = Therms used) (8' diameter) (10' diameter) (12' diameter) X 300 Therms = X 350 Therms = X 400 Therms = Central Heating (BTU rating X average hours of daily use X.0003 = Therms used) X X = Other (number of gas barbecues, fireplaces, etc.) x 5 = Therms X 5 = Total Therms (therms X rate = monthly charge) X = X = X = Meter Charge Total Monthly Cost Per DRE Formula: Not Common Utility Company Name: Telephone Number: Pacific Gas and Electric Company (PG&E) (415) The presumption is a recreation pool with heating equipment will be used all year or 100%. For very hot or cold climates where a heater will not or cannot be used all year, a 70% usage should suffice. Less than 70% usage will require a Special Note in the Subdivision Public Report. (818)
20 WATER AND SEWER WORKSHEET Page 13 of 15 A. Domestic (use only if units are billed through association) (number of units X rate/100 CF X 10 = Water Cost X X 10 = A1. Recreation Room, Gym, and Pool/Spa Usage (number of recreation rooms + gym + pool or spa X rate/100 CF X 10 = Water Cost X X 10 = B. Irrigation (see Note 1) (landscape area X rate/100 CF X.0033 = Water Cost) 119,288 X 2.25 X All Other Landscaped Area = 75,110 X 2.25 X Lot 32 - Park = C. Sewers (see Note 2) (Charge per unit per month X number of units = Sewer Cost) X = Water Cost Domestic use alternate calculation (% of A and B, etc.) (A) X = Recreation area / landscaped area alternate calculation (% of A and B, etc.) (A) X = D. Meter Charge Line size: 1" (2", 3" etc.) 2 Meters Charge per month: E. Fire Line Charge (2", 3" etc.) Charge per month: Total Monthly Cost Per DRE Formula: 1, Utility Company Name: Telephone Number: Nipomo Community Services District (805) Monthly Domestic Water Cost For Proration Schedule Purposes: 1 2 Notes Average usage is four-acre feet of water per acre of landscaping per year. This formula is based on four-acre feet of usage. Some areas like the low desert will require 8 to 12-acre feet of water per acre of landscaping per year and the "B" figure should be adjusted accordingly. (Example: 4 X figure for B = 12-acre feet.) If some other method of billing is used for the sewage charge and/or this will not be a common expense, provide a letter from the sanitation district and or water company (whichever applicable) which so states. (818)
21 PRORATION SCHEDULE WORKSHEET Page 14 of 15 Section I A. Variable Assessment Computation Variable Cost Description 1. Insurance 2. Domestic Gas (if common) 3. Domestic Water (if common) 4. Paint 5. Roof 6. Hot Water Heater (if common) 7. Other Total Variable Cost Monthly Cost B. C. Total livable square footage of all units from condominium plan: Variable Factor (variable monthly costs square footage = variable factor): Multiply this factor by each unit size below in Section III. Section II Equal Assessment Computation A. Total Monthly Budget Less Variable Costs Total Monthly Equal Costs 8, , B. Monthly Base Assessment: (total monthly cost number of units = monthly base assessment) Section III Assessment Schedule Unit X Variable = Variable + Base = Total Mth. X Unit = Size Factor Assessmt Assessmt Assessmt Count Total Mth. Budget * * VERIFICATION OF COMPUTATIONS Total Assessment X number of units of each type. Total Monthly Budget (Section III) Total Monthly Budget (Section IIA) 8, Section IV Highest Assessment Variable Assessments - Lowest Lowest = Assessment Assessment - = % Differential Less than 10% From 10% to 20% Over 20%. Equal Assessment Variable or Equal Variable Assessment (818)
22 SUPPLEMENTAL WORKSHEET Page 15 of 15 LANDSCAPE A. Complete chart and transfer "total landscape cost per year" to line #208 on page 3 (cumulative per phase). Type Percent Area Annual Cost Per S.F. Lot 32 - Park - Open Turf Area - Ground Cover Lot 32 - Park - Gentle Slopes - Ground Cover Open Space - Lot 1 - Tract 1802 Phase 1 Open Space - Lot 29 - Tract 1802 Phase 2 Open Space - Lot 30 - Tract 1802 Phase 2 Open Space - Lot 31 - Tract 1802 Phase 2 Open Space - Lot 54 - Tract 1802 Phase 2 Open Space - Lot 59 - Tract 1802 Phase 2 Open Space - Lot 60 - Tract 1802 Phase 2 Open Space - Lot 1 - Tract 1856 Phase 1 Open Space - Lot 27-Drainage Basin North Basin East Entry North Basin East Entry East of North Basin 22% 42,283 17% 32,827 As Per Developer "The HOA will be maintaining the irrigated areas of the common/open space only. The remaining open spaces are in perpetual easement as undisturbed open space, thus they will not be maintained but left alone." See Item # 217 For Maintenance Of Lot 27 0% 491 0% 487 0% 491 0% 492 1% 2,365 1% 2,508 16% 30,409 2% 4,755 3% 5,508 6% 11,751 12% 22,583 4% 7,428 3% 5,832 1% 1,349 1% 2,356 0% 599 1% 1,939 3% 5,475 3% 6,119 3% 6,350 Total Cost Per Type See Fred's Handyman Services Proposal For This Service - Annualized 39,600 Total 100% 194,398 39,600 TOTAL LANDSCAPE COST PER YEAR 39,600 (818)
23 SUPPLEMENTAL WORKSHEET Page 15A of 15 B. Please provide information regarding water requirements of drought resistant plants/areas, if any. Indicate as a percentage of normal or standard watering requirements and provide source of information. ROOF A. If there is only one type of roof, with a constant slope factor across all roof surfaces, the following chart may not need to be completed. When this chart is completed, transfer total to roof line item on page 5. Bldg Type of Roof Width of Overhang Quality (in.overhang) X Pitch Multiplier = Adjusted S.F. X Annual Cost per S.F. = Total Annual Cost TOTAL ROOF COST PER YEAR B. If a mansard will be/is constructed please provide the measurements and type of material to be used. (818)
24 2535 Foothill Boulevard Suite 101 * Condominium Budgets Preparation, Consulting La Crescenta, CA * Reserve Studies for Community Associations * Financial Management, Tax & Accounting P.O. Box Glendale, CA Office (818) Fax (818) Address: Vigen@DREbudgets.com SUPPORTING DOCUMENTS FOR Costa Pacifica Estates Tract This budget is prepared: * Office (818) * Fax (818)
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