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Home My WebLink About2000/03/15 - Agenda Packet - Attachments (3) Reference(s)/Attachment(s) City Council Agenda March 15th 2000 Resolution No.s 00-049 and 00-050 Annual Engineer's Report Fiscal Year 2000/2001 City of Rancho Cucamonga PARKS AND RECREATION IMPROVEMENT DISTRICT NO. PD-85 Approved: ~A :~"~ ~~ William J. O'Neil, City ~leer TABLE OF CONTENTS Authority for Report ..................................................................... 1 Findings ..................................................................... 1 District Analysis ..................................................................... 2 Estimate of Work ..................................................................... 2 Method of Spread ........................................................................ 3 Projected 2000/01 Assessments .................................................. 5 Appendix ...................................................................................... 6 Appendix City of Rancho Cucamonga Annual Report PD-85 Fiscal Year 2000/2001 AUTHORITY FOR REPORT This report for the 2000/2001 fiscal year is prepared pursuant to the order of the Gity Ooun¢il of the Gity of Rancho Cucamonga and in compliance with the requirements of Article 4, Chapter 1, Landscape and Lighting Act of 1972, being Division 15, Section 22500 of the Streets and Highways code. Provisions for this annual assessment are included in Chapter ;3 of the Landscape and Lighting Act of 1972. The purpose of this report is to set forth findings and the assessment analysis for the annual levy of assessments for the Parks and Recreation Improvement District No. PD-85 thereafter referred to as "the District". This District, using direct benefit assessments, has been created to provide funds to finance the cost of construction, maintenance, operation and debt payment of Heritage Community Park and Red Hill Community Park in the City of Rancho Cucamonga. FINDINGS Section 22573, Landscape and Lighting Act of 1972, requires assessments to be levied according to benefit rather than according to assessed value. The section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements." The means of determining whether or not a parcel will benefit from the improvements is contained in the Improvement Act of 1911 (Division 7, commencing with Section 5000 of the Streets and Highways Code, State of California). The 1972 Act also provides for the classification of various areas within an assessment district into benefit areas where, by reason of variations in the nature, location, and extent of the improvements, the various areas will receive differing degrees of all territory receiving substantially the same degree of benefit from the improvements and may consist of contiguous or noncontiguous areas. As the assessments are levied on the basis of benefit, they are considered a user's fee, not a tax; and, therefore, are not governed by Article XlllA. Properties owned by public agencies, such as a city, county, state, or the federal government are not assessable without the approval of the particular agency and, normally, are not assessed. Certain other parcels used for railroad mainline right-of-way, public utility transmission right-of-way, and common areas are also exempt from assessment. The assessment for mobile home parks will be based upon underlying lot acreage. DISTRICT ANALYSIS A. Improvement District Boundary The improvement district includes all of the City of Rancho Cucamonga with the general exception of land east of Deer Creek Channel and the Victoria, Caryn & Terra Vista Planned Communities. All parcels of real property affected are more particularly described in maps prepared in accordance with Section 327 of the Revenue and Taxation Code, which are on file in the office of the San Bernardino County Assessor in the Hall of Records, 172 West Third Street, San Bernardino, California and which are hereby made a part hereof by reference. B. District Name City of Rancho Cucamonga Parks and Recreation Improvement District No. PD - 85. C. Facilities The existing works of improvement are generally described as follows: 1.The construction of Heritage Community Park including, but not limited to, grading, planting, irrigation, onsite roads, sidewalks, parking lots, lighting, restrooms, equestrian facilities, playground equipment, picnic facilities, athletic facilities, and walking, jogging and equestrian trails. 2.The construction of Red Hill Community Park including, but not limited to, grading, planting, irrigation, onsite roads, sidewalks, parking lots, lighting, waterscape, restrooms, senior citizen facilities, playground equipment, picnic facilities, major lighted athletic facilities, jogging trail, underground storm drain system, and adjacent public street improvements. D. The assessment rate for the 99100 FY is $52.00; this rate will not increase for the 2000/01 FY. It is estimated that this assessment rate will cover the districts maintenance and operation expenses for the 2000/01 FY. ESTIMATE OF WORK The Landscaping and Lighting Act of 1972 permits carrying forward surpluses or recovering deficits in subsequent fiscal years. Costs for the district wi~[ be reviewed annually. Any surplus credited against assessment or any deficits shall be included in the assessment for the following fiscal year. Proposed Maintenance Budget: Regular Payroll $292,320 Overtime Payroll $2,500 Part Time Salaries $10,400 Fringe Benefits $108,160 Subtotal: $413,380 Vehicle Maintenance & Operations $32,520 Maintenance & Operations - Landscaping $106,300 Maintenance & Operations - Facilities $20,000 Equipment Maintenance $15,520 Computer Software Maintenance $3,000 Capital Expenditures Capital Outlay/Vehicles $0 Capital Outlay/Equipment $34,200 Capital Outlay/Building $0 Emergency & Routine Vehicle & Equip. Rental $4,000 General Liability $13,820 Contract Services - Landscaping $17,300 Contract Services - Trees $10,000 Contract Services - Facilities $19,000 Water Utilities $108,150 Electric Utilities $110,250 Telephone Utilities $4,200 Subtotal: $498,260 Assessment Admin. and General Overhead $261,500 Tax Delinquency $87,443 Debt Service $670,000 Subtotal: $1,018,943 Gross Revenue Required $1,930,583 Less: 99/00 Carryover $224,307 Assessment Revenue Required: $1,706,276 METHOD OF SPREAD The Landscaping and Lighting Act of 1972 indicates that assessments may be apportioned by any formula or method which fairly distributes costs among all lots or parcels with the District in proportion to the estimated benefit received. A. Definitions The District is divided into three categories for the purpose of determining the assessments as follows: CATEGORY A - includes parcels based on the number of existing residential units within certain ranges of parcel size. CATEGORY B - includes all parcels not defined in Category A or Category C. CATEGORY C - includes exempt parcels. Exempt parcels were discovered by searching the County Assessor's computer tapes for those parcels that are listed as exempt by the Assessor or which have an assessed value of less than $500. In conducting the search, several parcels were included as exempt that show parcel sizes in excess of 1.5 acres and type codes of, for example, residential or agriculture. These parcels were added back into the rolls and assessed. Formula The assessment formula is based on actual land use information contained in the current San Bernardino Assessor's computer files and Assessors parcel maps. Category A: All parcels containing existing residential dwelling units and meeting the following conditions. Pamel Size Range Dwelling Units/Parcel Less than 1.5 Acres and 1 or more dwelling units 1.51 to 3.5 Acres and 2 or more dwelling units 3.51 to 7.0 Acres and 4 or more dwelling units 7.01 to 14.0 acres and 8 or more dwelling units 14.01 to 25.0 acres and 15 or more dwelling units 25.01 acres & larger 26 or more dwelling units Category A is based on the number of existing residential units. The actual assessment for Bond Debt Service per existing residential dwelling unit may decrease each year as more residential units are built within the improvement district. Maintenance costs, however, are expected to increase annually and will somewhat offset the anticipated decrease in assessments due to new development. Category B: All parcel not defined in Category A or Category C. Category C: All exempt parcels as defined below: 1. All properties currently tax exempt; 2. All public ownership; 3. Railroad mainline rights-of-way 4. Major utility transmission rights-of-way; 5. Mineral rights; 6. Parcels so small they currently cannot be built upon; 7. All normally assessable parcels within an assessed valuation of less than $500 and 1.5 acres or less; and, C. Summary of Preliminary Assessment Amounts Category A: The preliminary estimated assessment rate, which will be levied during fiscal year 2000/01, is $52.00 per dwelling unit for those parcels in Category A. Category A parcels containing more than one residential dwelling unit will be assessed for an amount equal to $52.00 times the number of dwelling units. Category B: The assessment, which may be levied for parcels within Category B during fiscal year 2000/01, shall be according to the following schedule: Definition Assessment per Parcel less than 1.50 acres $26.00 1.51 acres to 3~50 acres $78.00 3.51 acres to 7.0 acres $182.00 7.01 acres to 14.0 acres $364.00 14.01 acres to 25.0 acres $728.00 25.01 acres & larger $1,300.00 Category C: The assessment shall be $0.00 for Category C parcels. PROJECTED 200012001 ASSESSMENTS: Number of Assessment Units Rate Assessment Single Family Parcels 22,589 $52.00 $1,174,628.00 Multi-Family Parcels 6,318 $52.00 $328,536.00 Less than 1.50 Acres (1182 Parcels) 1,319 $26.00 $34,294.00 1.5 Acres to 3.50 Acres (417 Parcels) 401 $78.00 $31,278.00 3.51 Acres to 7.0 Acres (203 Parcels) 196 $182.00 $35,672.00 7.01 Acres to 14.0 Acres (123 Parcels) 112 $364.00 $40,768.00 14.01 Acres to 25.0 Acres (41 Parcels) 50 $728.00 $36,400.00 26.01 Acres or larger (22 Parcels) 19 $1,300.00 $24,700.00 31,004 $1,706,276.00 FISCAL YEAR 2000/01 ANNEXATIONS PARKS AND RECREATION DISTRICT - PD-85 CUP 96-09 8/4/99 5.52 ac CUP 97-19 5/5/99 7.8 ac CUP 97-41 3/3/99 1.71 ac CUP 98-32 8/18/99 1 ac PM 15234 9/1/99 2 SF TR 13951 10/6/99 30 SF TR 14207 5/19/99 28 SF TR 14509 4/17/99 18 SF TR 157274 6120199 50 SF TR 15727-5 7/21/99 31 SF TR 15727-6 7/21/99 36 SF TR 15727-7 7/21/99 14 SF TR 15727-8 7/21/99 18 SF ASSESSMENT DIAGRAM LANDSCAPE MAINTENANCE DISTRICT NO. 1 STREET LIGHTING MAINTENANCE DISTRICT NOS. I AND 2 / ' ~/00 t CITY OF RANCHO CUCAMONGA ~~ COUNTY OF SAN BERNAROI"O :C-q.,~:.,~ STATE OF CALIFORNIA ~XHIBIT "A" ASSESSMENT DIAGRAM LANDSCAPE MAINTENANCE DISTRICT NO. 1 STREET LIGHTING MAINTENANCE DISTRICT NOS. I AND 2 CITY OF RANCHO CUCAMONGA COUNTY OF SAN BERNARDINO 1" = 200' STATE OF CALIFORNIA Tract 13951 EXHIBIT ASSESSSIEiNT DIAG I~45'I LANDSCAPE MAINTENANCE DISTRICT NO. STREET LIGHTING MAINTENANCE DISTRICT NOS. I AND 2 CITY OF RANCIIO CUCAMONGA NOI~.TII COUNTY OF SAN BERNARDINO STATE OF CALIFORNIA TR. t~+2o-t' Resolution No. 99-078 Page 3 EXHIBIT ASSESSMENT DIAGRAM LANDSCAPE MAINTENANCE DISTRICT NO. STREET LIGHTING MAINTENANCE DISTRICT NOS. I AND 2 D. ~. II, ~ ?o ~F CITY OF RANCHO CUCAMONGA NORTH COUNTY OF SAN BERNARD[NO STATE OF CA~.[FORN[^ EXItlBIT "A" ASSESSMENT DIAGIL~M LANDSCAPE MAINTENANCE DISTRICT NO. 1 STREET LIGIITING MAINTENANCE DISTRICT NO. I CI;I'Y OF RANCHO CUCAMONGA NOII. TII COUNTY OF SAN BERNARDINO I" =4110' STATE OF CALIFOIINIA TI_ 'ac_t 15727-4_ .I.:,?d I1131 ! ",~" ASSESSMENT DIAGI~,M LANDSCAPE MAINTENANCE DISTRICT NO. 1 STR. EI~T LIGI ITING MAINTENANCE DISTRICT NO. I CITY Oil RANCIIO CUCAMONGA no~t'ru COUNTY OF SAN BERNARDINO i" = 40o' STATE OF CALIFORNIA Tract 15727-5_ Resolution No. 99-158 EXHmn' ",v' Page 3 ASSESSMENT DIAGRAM LANDSCAPE MAINTENANCE DISTRICT NO. I STREET LIGHTING MAINTENANCE DISTRICT NO. I CITY OF I'C-'~NCHO CUCAMONGA NORTH COUNTY OF SAN BERNARDINO 1" = 400' STATE OF CALIFOFLN'IA Tracts 15727-6. -7 & -8 Foothill BI LEGEND 85-PD-R Parcels 85-PD-R Boundary Cucan~r~a shall neither acc-eot hOC assume any habih~y, regardless o[ I 0 1 2 U[~es Created by: Chris Bopko