HomeMy WebLinkAbout2023/07/19 - Regular City Council Meeting PacketCITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 1
Mayor
L. Dennis Michael
Mayor Pro Tem
Lynne B. Kennedy
Members of the City
Council:
Ryan A. Hutchison
Kristine D. Scott
Ashley Stickler
CITY OF RANCHO CUCAMONGA
REGULAR MEETING AGENDA
July 19, 2023
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
FIRE PROTECTION DISTRICT BOARD – CITY COUNCIL
HOUSING SUCCESSOR AGENCY- SUCCESSOR AGENCY –
PUBLIC FINANCE AUTHORITY
CLOSED SESSION
REGULAR MEETINGS
TAPIA CONFERENCE ROOM
COUNCIL CHAMBERS
4:30 P.M.
7:00 P.M.
The City Council meets regularly on the first and third Wednesday of the month at 7:00 p.m. in the Council Chambers
located at 10500 Civic Center Drive. It is the Intent to conclude the meeting by 10:00 p.m. unless extended by the
concurrence of the City Council. Agendas, minutes, and recordings of meetings can be found
at https://www.cityofrc.us/your-government/city-council-agendas or by contacting the City Clerk's Office at 909-774-
2023. Live Broadcast available on Channel 3 (RCTV-3). For City Council Rules of Decorum refer to Resolution No.
2023-086.
Any documents distributed to a majority of the City Council regarding any item on this agenda after distribution of the
agenda packet will be made available in the City Clerk Services Department during normal business hours at City Hall
located at 10500 Civic Center Drive, Rancho Cucamonga, CA 91730. In addition, such documents will be posted on
the City’s website at https://www.cityofrc.us/your-government/city-council-agendas.
CLOSED SESSION – 4:30 P.M.
TAPIA CONFERENCE ROOM
ROLL CALL: Mayor Michael
Mayor Pro Tem Kennedy
Council Members Hutchison, Scott and Stickler
A.ANNOUNCEMENT OF CLOSED SESSION ITEM(S)
B.PUBLIC COMMUNICATIONS ON CLOSED SESSION ITEM(S)
C.CITY MANAGER ANNOUNCEMENTS
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CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 2
D.CONDUCT OF CLOSED SESSION
D1. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION
54956.8 FOR PROPERTY LOCATED AT 8408 ROCHESTER AVENUE, RANCHO CUCAMONGA,
CA 91730 (RANCHO CUCAMONGA EPICENTER STADIUM); AGENCY NEGOTIATORS: JOHN
GILLISON AND ELISA COX, REPRESENTING THE CITY OF RANCHO CUCAMONGA;
NEGOTIATING PARTY: RANCHO BASEBALL LLC; REGARDING PRICE AND TERMS OF
PAYMENT. (CITY)
D2. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION PURSUANT TO GOVERNMENT
CODE SECTION 54956.9(A); INLAND REAL ESTATE GROUP, LLC, ET AL V. CITY OF RANCHO
CUCAMONGA; U.S. DISTRICT COURT FOR THE CENTRAL DISTRICT OF CALIFORNIA, CASE
NO. 5:21-CV-01656-SP; NINTH CIRCUIT COURT OF APPEALS CASE NO. No. 22-55435. (CITY)
D3. CONFERENCE WITH LEGAL COUNSEL EXISTING LITIGATION PURSUANT TO PARAGRAPH(1)
OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: PEPE'S INC. V. CITY OF RANCHO
CUCAMONGA, UNITED STATES DISTRICT COURT, CENTRAL DISTRICT OF CALIFORNIA,
CASE NO. 5:20CV02506JGBSP (CITY)
E.RECESS
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CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 3
REGULAR MEETING – 7:00 P.M.
COUNCIL CHAMBERS
PLEDGE OF ALLEGIANCE
ROLL CALL: Mayor Michael
Mayor Pro Tem Kennedy
Council Members Hutchison, Scott and Stickler
A.AMENDMENTS TO THE AGENDA
B.ANNOUNCEMENT / PRESENTATIONS
C.PUBLIC COMMUNICATIONS
This is the time and place for the general public to address the Fire Protection District, Housing
Successor Agency, Successor Agency, Public Financing Authority Board, and City Council on any
item listed or not listed on the agenda. State law prohibits us from addressing any issue not on the
Agenda. Testimony may be received and referred to staff or scheduled for a future meeting.
Comments are to be limited to three (3) minutes per individual. All communications are to be addressed
directly to the Fire Board, Agencies, Successor Agency, Authority Board, or City Council not to the members
of the audience. This is a professional business meeting and courtesy and decorum are expected. Please
refrain from any debate between audience and speaker, disorderly or boisterous conduct that disturbs,
disrupts, or otherwise impedes the orderly conduct of the meeting. For more information, refer to the City
Council Rules of Decorum and Order (Resolution No. 2023-086) located in the back of the Council
Chambers.
The public communications period will not exceed one hour prior to the commencement of the
business portion of the agenda. During this one hour period, all those who wish to speak on a topic
contained in the business portion of the agenda will be given priority, and no further speaker cards for these
business items (with the exception of public hearing items) will be accepted once the business portion of the
agenda commences. Any other public communications which have not concluded during this one hour period
may resume after the regular business portion of the agenda has been completed.
Page 3 of 715
CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 4
CONSENT CALENDARS:
The following Consent Calendar items are expected to be routine and noncontroversial. They will be acted upon
without discussion unless an item is removed by Council Member for discussion.
Members of the City Council also sit as the Fire Board, Housing Successor Agency, Successor Agency, and
Public Finance Authority and may act on the consent calendar for those bodies as part of a single motion with
the City Council consent calendar.
D.CONSENT CALENDAR
D1. Consideration of Meeting Minutes for Regular Meetings of July 5, 2023.
D2. Consideration to Approve City and Fire District Bi-Weekly Payroll in the Total Amount of
$2,642,926.97 and City and Fire District Weekly Check Registers (Excluding Checks Issued to
Southern California Gas Company) in the Total Amount of $4,946,186.26 Dated June 26, 2023,
Through July 09, 2023. (CITY/FIRE)
D3. Consideration to Approve City and Fire District Weekly Check Registers for Checks Issued to
Southern California Gas Company in the Total Amount of $16,721.03 Dated June 26, 2023, Through
July 09, 2023. (CITY/FIRE)
D4. Consideration to Receive and File Current Investment Schedules as of June 30, 2023 for the City of
Rancho Cucamonga and the Rancho Cucamonga Fire Protection District. (CITY/FIRE)
D5. Consideration of the Purchase of Thirty Sets of Firefighting Turnout Gear from AllStar Fire
Equipment, Inc. as a Single Source Vendor in the Amount of $115,990. (FIRE)
D6. Consideration of Amendment No. 001 to the Professional Services Agreement No. 2021-140 with
Superior Pavement Markings Inc. for Annual Citywide Striping and Pavement Marking Services
Extending the Agreement Term to June 30, 2024. (CITY)
D7. Consideration of Amendment No. 2 to the Professional Services Agreement with Cambridge Seven
Associates (Contract No. 2020-120) for Design Services Not To Exceed $66,520. (CITY)
D8. Consideration to Accept an Appropriate Grant Revenue in the Amount of $19,114 from the Edward
Byrne Memorial Justice Assistance Grant (JAG) for Fiscal Year 2019. (CITY)
D9. Consideration to Accept the Heritage Park Equestrian Center Roof Repair Project as Complete, File
the Notice of Completion, and Authorize Release of Retention and Bonds. (CITY)
D10. Consideration of Final Maps for Tracts 16072-1 and 16072-2, a Related Improvement Agreement,
and Improvement Securities, Located North of Wilson Avenue between East Avenue and Etiwanda
Avenue, Related to Case No’s. SUBTT16072. An Environment Impact Report was Certified for this
Project on June 16, 2004. (CITY)
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11
19
21
85
87
90
102
104
107
CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 5
D11. Consideration to Approve a Resolution Adopting a Memorandum of Understanding Between the
Rancho Cucamonga Fire Protection District and Rancho Cucamonga Firefighters Local 2274 Relative
to Wages, Benefits, and Other Terms and Conditions for the Period of July 2023 through June 30,
2026. (RESOLUTION NO. FD 2023-036) (FIRE)
D12. Consideration to Adopt a Resolution Approving the Rancho Cucamonga Fire Protection District
Salary Schedules for the Fiscal Year 2023-24. (RESOLUTION NO. FD 2023-033) (FIRE)
D13. Consideration of Resolution Adopting a Policy Regarding the Distribution of Complimentary Tickets or
Passes Pursuant to FPPC Regulation 18944.1. (RESOLUTION NO. 2023-090 AND RESOLUTION
NO. FD 2023-035) (CITY/FIRE)
E.CONSENT CALENDAR ORDINANCE(S) - SECOND READING/ADOPTION
F.ADMINISTRATIVE HEARING ITEM(S)
F1. Consideration of First Reading of Ordinance No. 1019, to be Read by Title Only and Waive Further
Reading, Repealing Chapter 10.76 of the Rancho Cucamonga Municipal Code, Discontinuing the
City's Police Tow Rotation Program and Making a Determination that the Ordinance is Exempt from
the California Environmental Quality Act. (ORDINANCE NO. 1019) (CITY)
F2. Preliminary Review Hearing to Consider a Proposed Master Plan Application for a Mixed-Use
Development that would Include Site-Specific Development Standards, Including a Floor Area Ratio
Standard Lower than the Current Standard Under the Development Code, at 9505 Base Line Road.
(CITY)
G.ADVERTISED PUBLIC HEARINGS ITEM(S) - CITY/FIRE DISTRICT
G1. Public Hearing of the City of Rancho Cucamonga to Consider Resolutions Confirming the Diagrams
and Assessments and Ordering the Levy and Collection of Annual Assessments for Landscape
Maintenance Districts; Street Lighting Maintenance Districts; and Park and Recreation Improvement
District No. PD-85 for Fiscal Year 2023/24. (RESOLUTION NOS. 2023-087, 2023-088, 2023-089)
(CITY)
G2. Public Hearing for Consideration of a Resolution Adopting the Fire District's General Fund Final
Budget for Fiscal Year 2023-24. (RESOLUTION NO. FD 2023-034) (FIRE)
H.CITY MANAGER'S STAFF REPORT(S)
H1. Presentation from Empire Economics Inc. on the City’s Annual Employment and Housing Trends
Study and Analysis of the Current and Future State of Warehousing and Distribution. (CITY)
H2. Quarterly Development Update – Second Quarter 2023. (CITY)
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154
165
191
195
207
618
621
707
CITY COUNCIL VISION STATEMENT
“Our Vision is to create an equitable, sustainable, and vibrant city, rich in opportunity for
all to thrive by building on our foundation and success as a world class community.”
Page 6
I.COUNCIL BUSINESS
I1. Consideration of the City Council Library Subcommittee's Recommendation to Appoint Members to
the Library Board of Trustees. (CITY)
I2. Designation of Voting Delegates and Alternates for the League of California Cities (Cal Cities) Annual
Business Meeting. (CITY)
I3. COUNCIL ANNOUNCEMENTS
(Comments to be limited to three minutes per Council Member.)
I4. INTERAGENCY UPDATES
(Update by the City Council to the community on the meetings that were attended.)
J.CITY ATTORNEY ITEMS
K.IDENTIFICATION OF ITEMS FOR NEXT MEETING
L.ADJOURNMENT
CERTIFICATION
I, Linda A. Troyan, MMC, City Clerk Services Director of the City of Rancho Cucamonga, or my designee, hereby certify under penalty
of perjury that a true, accurate copy of the foregoing agenda was posted on at least seventy-two (72) hours prior to the meeting per
Government Code 54954.2 at 10500 Civic Center Drive, Rancho Cucamonga, California and on the City's website.
LINDA A. TROYAN, MMC
CITY CLERK SERVICES DIRECTOR
If you need special assistance or accommodations to participate in this meeting, please contact the City Clerk's
office at (909) 477-2700. Notification of 48 hours prior to the meeting will enable the City to make reasonable
arrangements to ensure accessibility. Listening devices are available for the hearing impaired.
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July 5, 2023 | Fire Protection District, Housing Successor Agency, Successor Agency,
Public Finance Authority and City Council Regular Meetings Minutes
City of Rancho Cucamonga | Page 1 of 4
July 5, 2023
CITY OF RANCHO CUCAMONGA
FIRE PROTECTION DISTRICT, HOUSING SUCCESSOR AGENCY, SUCCESSOR AGENCY,
PUBLIC FINANCE AUTHORITY AND CITY COUNCIL REGULAR MEETINGS MINUTES
The City Council of the City of Rancho Cucamonga held a closed session on Wednesday, July 5, 2023, in the
Tapia Conference Room at the Civic Center, 10500 Civic Center Drive, Rancho Cucamonga, California. Mayor
Michael called the meeting to order at 4:30 p.m.
Present were Council Members: Ryan Hutchison, Kristine Scott, Ashley Stickler, Mayor Pro Tem Lynne Kennedy
and Mayor L. Dennis Michael.
Also present were: John Gillison, City Manager; Elisa Cox, Assistant City Manager; Nicholas Ghirelli, City
Attorney; Matt Burris, Deputy City Manager/Economic and Community Development and Julie Sowles, Deputy
City Manager/Civic and Cultural Services.
A. ANNOUNCEMENT OF CLOSED SESSION ITEM(S)
B. PUBLIC COMMUNICATIONS ON CLOSED SESSION ITEM(S)
No public communications were made.
C. CITY MANAGER ANNOUNCEMENTS
None.
D. CONDUCT OF CLOSED SESSION
D1. CONFERENCE WITH LABOR NEGOTIATORS JENIFER PHILLIPS, DIRECTOR OF HUMAN
RESOURCES; ROBERT NEIUBER, SENIOR HUMAN RESOURCES DIRECTOR; AND NOAH
DANIELS, FINANCE DIRECTOR PER GOVERNMENT CODE SECTION 54954.2 REGARDING
LABOR NEGOTIATIONS WITH THE RANCHO CUCAMONGA FIREFIGHTERS LOCAL 2274 AND
FIRE MANAGEMENT EMPLOYEES GROUP. (CITY/FIRE)
D2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION
54956.8 FOR PROPERTY LOCATED AT 8408 ROCHESTER AVENUE, RANCHO CUCAMONGA,
CA 91730 (RANCHO CUCAMONGA EPICENTER STADIUM); AGENCY NEGOTIATORS: JOHN
GILLISON AND ELISA COX, REPRESENTING THE CITY OF RANCHO CUCAMONGA;
NEGOTIATING PARTY: RANCHO BASEBALL LLC; REGARDING PRICE AND TERMS OF
PAYMENT. (CITY)
D3. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION PURSUANT TO PARAGRAPH
(1) OF SUBDIVISION (D) OF GOVERNMENT CODE SECTION 54956.9; NAME OF CASE: CITY OF
RANCHO CUCAMONGA V. DR LANDMARK, INC.; POWER MEDIC TECHNOLOGIES, INC.; HOFER
PROPERTIES, LLC; AND DOES 1 THROUGH 5 INCLUSIVE, SBSC CASE NO. CIVDS 1904713.
(CITY)
D4. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION
54956.8 FOR PROPERTY GENERALLY LOCATED AT ETIWANDA AVENUE AND THE PACIFIC
ELECTRIC TRAIL IDENTIFIED AS PARCEL 0227-121-56-0000 NEGOTIATING PARTIES JOHN
GILLISON, CITY MANAGER REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND
CARRIE SCHINDLER, SAN BERNARDINO COUNTY TRANSPORTATION AUTHORITY;
REGARDING PRICE AND TERMS. (CITY)
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D5. CONFERENCE WITH LEGAL COUNSEL — EXISTING LITIGATION PURSUANT TO
PARAGRAPH (1) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: HIMNEL USA, INC.
D/B/A ST. MARY'S MONTESSORI SCHOOL AND GLOBAL PROPERTY HOLDINGS LLC VS. CITY
OF RANCHO CUCAMONGA, SBSC CASE NO.: CIVDS 2014554. (CITY)
E. RECESS
The closed session recessed at 5:37 p.m.
REGULAR MEETING – 7:00 p.m.
CALL TO ORDER – COUNCIL CHAMBERS
The Regular meetings of the Rancho Cucamonga Fire Protection District, Housing Successor Agency, Successor
Agency, Public Finance Authority, and the City of Rancho Cucamonga City Council were held on July 5, 2023, in
the Council Chambers at City Hall, located at 10500 Civic Center Drive, Rancho Cucamonga, California. Mayor
Michael called the meeting to order at 7:00 p.m.
Present were Council Members: Ryan Hutchison, Kristine Scott, Ashley Stickler, Mayor Pro Tem Lynne Kennedy
and Mayor L. Dennis Michael.
Also present were: John Gillison, City Manager; Nicholas Ghirelli, City Attorney; and Linda Troyan, MMC, City Clerk
Services Director.
Council Member Hutchison led the Pledge of Allegiance.
A. AMENDMENTS TO THE AGENDA
None.
B. ANNOUNCEMENTS/PRESENTATIONS
B1. Presentation of a Proclamation Declaring the Month of July 2023 as National Park & Recreation Month.
Katie Distelrath, Deputy Director, Community Services Department, accepted the proclamation.
C. PUBLIC COMMUNICATIONS
Bill Kaufman, spoke about potential economic opportunities of cannabis dispensaries and submitted an Economic
Impact Analysis for the City Council’s review.
D. CONSENT CALENDAR
Council Member Scott announced that she will need to abstain on item D3, due to a potential conflict of interest as
her employer is Southern California Gas Company.
D1. Consideration of Meeting Minutes for Special Meetings of June 15, 2023 and June 22, 2023 and
Regular Meetings of June 21, 2023.
D2. Consideration to Approve City and Fire District Bi-Weekly Payroll in the Total Amount of $1,961,412.83
and City and Fire District Weekly Check Registers (Excluding Checks Issued to Southern California
Gas Company) in the Total Amount of $7,915,777.60 Dated June 12, 2023 Through June 25, 2023
and City and Fire District Electronic Debit Registers for the Month of May in the Total Amount of
$10,985,772.68. (CITY/FIRE)
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D3. Consideration to Approve City and Fire District Weekly Check Registers for Checks Issued to Southern
California Gas Company in the Total Amount of $102.46 Dated June 12, 2023, Through June 25,
2023. (CITY/FIRE)
D4. Consideration of an Agreement with Omnitrans for the Operations and Maintenance of West Valley
Connector Bus Rapid Transit Project and Authorization of the City Manager to Execute Amendments
to the Agreement. (CITY)
D5. Consideration of an Appropriation in the Amount of $985,000 and Approval to Purchase Transformers,
Switchgears and a Capacitor from Anixter Power Solutions in the Amount of $985,000. (CITY)
D6. Consideration of Amendment No. 005 to the Professional Services Agreement with Inland Empire
Property Services, Incorporated, for Weed and Fire Hazard Abatement Services in the Amount of
$10,000. (FIRE)
D7. Consideration of a Single Source Professional Services Agreement with All City Management Inc. for
Crossing Guard Services at an Hourly Billing Rate of $29.84 and for a total Annual Amount not to
Exceed $395,000 for Fiscal Year 2023/24 and Authorize the City Manager to Approve the Annual
Hourly Billing Rate for the Remainder of the Contract Term. (CITY)
D8. Consideration of Resolutions Approving the Special Tax Levy for Various Community Facilities
Districts and the Special Annual Benefit Assessment for Drainage Area No. 91-2 for the Fiscal Year
2023/24. (RESOLUTION NOS. 2023-070 TO 2023-085) (CITY)
D9. Consideration of Resolutions Approving the Special Tax Levy for Community Facilities Districts Nos.
85-1 and 88-1 for Fiscal Year 2023/24. (RESOLUTION NOS. FD 2023-030 AND FD 2023-031) (FIRE)
D10. Adoption of a Resolution Declaring Results of a Special Election in Community Facilities District No.
85-1, Annexation No. 23-1, and Ordering the Annexation of Such Property Located at 12981, 12987,
12997, 13003, and 13045 Whittram Avenue in Community Facilities District No. 85-1. (RESOLUTION
NO. FD 2023-027) (FIRE)
D11. Adoption of a Resolution Declaring Results of a Special Election in Community Facilities District No.
85-1, Annexation No. 23-2, and Ordering the Annexation of Such Property Located at 13261 Arrow
Route in Community Facilities District No. 85-1. (RESOLUTION NO. FD 2023-028) (FIRE)
D12. Adoption of a Resolution Declaring Results of a Special Election in Community Facilities District No.
85-1, Annexation No. 23-3, and Ordering the Annexation of Such Property Located at 8629 Pecan
Avenue in Community Facilities District No. 85-1. (RESOLUTION NO. FD 2023-029) (FIRE)
D13. Consideration to Approve a Resolution Establishing Orderly Procedures for the Administration of
Employer-Employee Relations Between the District and its Employee Organizations. (RESOLUTION
NO. FD 2023-032) (FIRE)
MOTION: Moved by Mayor Pro Tem Kennedy, seconded by Council Member Stickler, to approve Consent
Calendar Items D1 through D13, with Council Member Scott abstaining on item D3, due to her employment with
Southern California Gas Company. Motion carried 5-0.
E. CONSENT CALENDAR ORDINANCE(S) - SECOND READING/ADOPTION
None.
F. ADMINISTRATIVE HEARING ITEM(S)
None.
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G. ADVERTISED PUBLIC HEARINGS ITEM(S) - CITY/FIRE DISTRICT
None.
H. CITY MANAGERS STAFF REPORT(S)
H1. Consideration of Resolution No. 2023-086, Adopting Rules of Decorum and Order that Promote Civility at
All Public Meetings. (RESOLUTION NO. 2023-086) (CITY/FIRE)
City Manager Gillison provided a verbal report for item H1. Mr. Gillison outlined the proposed Rules of Decorum
and Order to promote civility and maintain decorum at local public meetings as a result of this year’s City Council
Team Building Workshops held on January 30 and June 12, 2023.
Council discussion ensued on ensuring public safety for speakers at City Council meetings, maximizing the
number of speakers, rules to promote consistency and equity and reviewed rules for the Public Comment period.
City Attorney Ghirelli noted a typo in Exhibit A to Resolution No. 2023-086 and asked that the last sentence of
the policy be amended to remove the word “guidelines” as the policy should state “these rules for behavior”.
MOTION: Moved by Council Member Scott, seconded by Council Member Stickler, to adopt Resolution No. 2023-
086 with the amendment to Exhibit A, adopting Rules of Decorum and Order that promote civility at all Public
Meetings. Motion carried 5-0.
I. COUNCIL BUSINESS
I1. COUNCIL ANNOUNCEMENTS
Mayor Pro Tem Kennedy thanked City staff for a successful Fourth of July Fireworks Spectacular event and asked
for clarification on the “bonus show” at the conclusion of the event.
City Manager Gillison clarified that guests at the event were treated to a “bonus show” due to a half dozen
fireworks that were left over from the show that were fired off after the show was over. Mr. Gillison explained that
the Fire Marshal who regulates the show adhered to firework requirements and appropriately fired off left over
fireworks to be in compliance, giving bystanders a “bonus show”.
I2.INTER-AGENCY UPDATES
None.
J. CITY ATTORNEY ITEMS
City Attorney Ghirelli noted there was no reportable action taken during Closed Session held earlier that evening.
K. IDENTIFICATION OF ITEMS FOR NEXT MEETING
None.
L. ADJOURNMENT
Mayor Michael adjourned the Council Meeting at 7:30 p.m.
__________________________________
Linda A. Troyan, MMC
City Clerk Services Director
Approved:
Page 10 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
President and Members of the Boards of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Tamara L. Oatman, Finance Director
Veronica Lopez, Accounts Payable Supervisor
SUBJECT:Consideration to Approve City and Fire District Bi-Weekly Payroll in the
Total Amount of $2,642,926.97 and City and Fire District Weekly Check
Registers (Excluding Checks Issued to Southern California Gas
Company) in the Total Amount of $4,946,186.26 Dated June 26, 2023,
Through July 09, 2023. (CITY/FIRE)
RECOMMENDATION:
Staff recommends City Council/Board of Directors of the Fire Protection District approve payment
of demands as presented. Bi-weekly payroll is $1,493,726.23 and $1,149,200.74 for the City and
the Fire District, respectively. Weekly check register amounts are $3,953,968.29 and
$992,217.97 for the City and the Fire District, respectively.
BACKGROUND:
N/A
ANALYSIS:
N/A
FISCAL IMPACT:
Adequate budgeted funds are available for the payment of demands per the attached listing.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
N/A
ATTACHMENTS:
Attachment 1 - Weekly Check Register
Page 11 of 715
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/26/2023 through 7/9/2023
Check No.Check Date Vendor Name City Fire Amount
AP 00016110 06/28/2023 360 DEEP CLEANING LLC 0.00 7,377.50 7,377.50
***AP 00016111 06/28/2023 AMG & ASSOCIATES INC 2,422.50 506,096.17 508,518.67
AP 00016112 06/28/2023 CALIF GOVERNMENT VEBA / RANCHO CUCAMONGA 26,902.01 0.00 26,902.01
AP 00016113 06/28/2023 CDCE INC 0.00 960.23 960.23
AP 00016114 06/28/2023 DIAMOND ENVIRONMENTAL SERVICES 431.00 0.00 431.00
AP 00016115 06/28/2023 FEHR & PEERS 18,100.00 0.00 18,100.00
***AP 00016116 06/28/2023 GOLDEN STATE RISK MANAGEMENT AUTHORITY 118,575.00 1,393.00 119,968.00
AP 00016117 06/28/2023 MIDWEST TAPE LLC 3,058.82 0.00 3,058.82
AP 00016118 06/28/2023 MOFFATT & NICHOL 49,025.07 0.00 49,025.07
AP 00016119 06/28/2023 RCCEA 1,431.50 0.00 1,431.50
AP 00016120 06/28/2023 RCPFA 13,553.74 0.00 13,553.74
AP 00016121 06/28/2023 RICHARDS WATSON & GERSHON 36,209.48 0.00 36,209.48
AP 00016122 06/28/2023 YUNEX LLC 78,984.82 0.00 78,984.82
AP 00016123 07/05/2023 ALLIANT INSURANCE SERVICES INC 231.00 0.00 231.00
AP 00016124 07/05/2023 DELTA DENTAL INSURANCE COMPANY 930.96 0.00 930.96
AP 00016125 07/05/2023 DELTA DENTAL OF CALIFORNIA 43,943.96 0.00 43,943.96
AP 00016126 07/05/2023 DIAMOND ENVIRONMENTAL SERVICES 190.60 0.00 190.60
***AP 00016127 07/05/2023 GOLDEN STATE RISK MANAGEMENT AUTHORITY 116,867.00 1,393.00 118,260.00
AP 00016128 07/05/2023 AIR EXCHANGE INC 0.00 2,499.23 2,499.23
AP 00016129 07/05/2023 ASSI SECURITY 150.00 0.00 150.00
AP 00016130 07/05/2023 DATA TICKET INC 8,063.77 0.00 8,063.77
AP 00016131 07/05/2023 ECONOLITE CONTROL PRODUCTS INC 225,628.98 0.00 225,628.98
AP 00016132 07/05/2023 FEHR & PEERS 6,187.50 0.00 6,187.50
AP 00016133 07/05/2023 GENERATOR SERVICES CO INC 1,435.92 0.00 1,435.92
AP 00016134 07/05/2023 GENTRY BROTHERS INC 595,017.44 0.00 595,017.44
AP 00016135 07/05/2023 HAMPTON LIVING 702.00 0.00 702.00
AP 00016136 07/05/2023 HOTSY OF SOUTHERN CALIFORNIA 1,472.06 0.00 1,472.06
AP 00016137 07/05/2023 HUITT-ZOLLARS INC 4,451.20 0.00 4,451.20
AP 00016138 07/05/2023 INTERWEST CONSULTING GROUP INC 375.00 0.00 375.00
AP 00016139 07/05/2023 MICHAEL BAKER INTERNATIONAL INC 4,800.00 0.00 4,800.00
AP 00016140 07/05/2023 RICHARDS WATSON & GERSHON 67,701.65 0.00 67,701.65
AP 00016141 07/05/2023 SARGENT TOWN PLANNING INC 55,091.00 0.00 55,091.00
AP 00435097 06/26/2023 CHEN AND KRISTEN H PHILHOWER, JAY 12,384.34 0.00 12,384.34
AP 00435098 06/26/2023 DHCS 615.66 0.00 615.66
AP 00435099 06/26/2023 HERNANDEZ, REUBEN 3,287.95 0.00 3,287.95
AP 00435100 06/26/2023 TENNIS, JARROD 385.51 0.00 385.51
AP 00435101 06/28/2023 AFLAC 24.58 0.00 24.58
AP 00435102 06/28/2023 AIRPORT MOBIL TOWING 2,500.00 0.00 2,500.00
AP 00435103 06/28/2023 ALL WELDING 1,565.00 0.00 1,565.00
AP 00435104 06/28/2023 ARMADA TOWING SERVICE 2,500.00 0.00 2,500.00
AP 00435105 06/28/2023 ARNOLD FIELDS PAINTING 34,650.00 0.00 34,650.00
AP 00435106 06/28/2023 AROCHO, ALMA 676.80 0.00 676.80
AP 00435107 06/28/2023 ASCENT ENVIRONMENTAL INC 7,842.50 0.00 7,842.50
AP 00435108 06/28/2023 AUTO & RV SPECIALISTS INC 57.79 0.00 57.79
AP 00435109 06/28/2023 BEST OUTDOOR POWER INLAND LLC 1,326.71 0.00 1,326.71
AP 00435110 06/28/2023 BILL & WAG'S INC 0.00 822.66 822.66
AP 00435111 06/28/2023 BOOT BARN INC 776.79 0.00 776.79
11:12:55
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Report:Page 12 of 715
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/26/2023 through 7/9/2023
Check No.Check Date Vendor Name City Fire Amount
AP 00435112 06/28/2023 BOYD, PRESTON 500.00 0.00 500.00
AP 00435113 06/28/2023 BRACKEN, JEFFREY 500.00 0.00 500.00
AP 00435114 06/28/2023 BRIGHTVIEW LANDSCAPE SERVICES INC 22,197.61 0.00 22,197.61
AP 00435115 06/28/2023 C V W D 91.88 0.00 91.88
***AP 00435122 06/28/2023 C V W D 93,793.86 1,194.32 94,988.18
AP 00435123 06/28/2023 CALIFORNIA PPE RECON INC 0.00 1,028.95 1,028.95
AP 00435124 06/28/2023 CalPERS LONG-TERM CARE PROGRAM 221.35 0.00 221.35
***AP 00435125 06/28/2023 CARQUEST AUTO PARTS 2,022.32 259.10 2,281.42
AP 00435126 06/28/2023 CDW GOVERNMENT INC 19,456.95 0.00 19,456.95
AP 00435127 06/28/2023 CERTIFIED TOWING INC 2,500.00 0.00 2,500.00
AP 00435128 06/28/2023 CHAMPION AWARDS & SPECIALTIES 713.31 0.00 713.31
***AP 00435129 06/28/2023 CINTAS CORPORATION 1,356.84 729.14 2,085.98
***AP 00435130 06/28/2023 CITIZENS BUSINESS BANK 127.50 26,636.64 26,764.14
AP 00435131 06/28/2023 CITY RENTALS 329.16 0.00 329.16
AP 00435132 06/28/2023 CLARK, KAREN 1,152.00 0.00 1,152.00
AP 00435133 06/28/2023 CLIENT FIRST CONSULTING GROUP LLC 165.00 0.00 165.00
AP 00435134 06/28/2023 CONVERGINT TECHNOLOGIES LLC 26,755.50 0.00 26,755.50
AP 00435135 06/28/2023 CORODATA MEDIA STORAGE INC 50.00 0.00 50.00
AP 00435136 06/28/2023 COUNSELING TEAM INTERNATIONAL, THE 0.00 1,087.50 1,087.50
AP 00435137 06/28/2023 CRIME SCENE STERI-CLEAN LLC 540.00 0.00 540.00
AP 00435138 06/28/2023 CRP/WP ALTA CUVEE OWNER LLC 2,500.00 0.00 2,500.00
AP 00435139 06/28/2023 D & K CONCRETE COMPANY 738.09 0.00 738.09
AP 00435140 06/28/2023 DAISYECO INC 475.59 0.00 475.59
AP 00435141 06/28/2023 DHARMARAJ NADAR, STANLY 1,269.00 0.00 1,269.00
AP 00435142 06/28/2023 DICUS SHERIFF-CORONER, SHANNON D 232.90 0.00 232.90
AP 00435143 06/28/2023 E & S TOWING ENTERPRISES INC 2,500.00 0.00 2,500.00
AP 00435144 06/28/2023 EDWINS TOWING INC 2,500.00 0.00 2,500.00
AP 00435145 06/28/2023 FEDERAL EXPRESS CORP 34.48 0.00 34.48
AP 00435146 06/28/2023 FEDERAL SIGNAL CORPORATION 0.00 971.63 971.63
AP 00435147 06/28/2023 FERGUSON ENTERPRISES LLC #1350 2,300.96 0.00 2,300.96
AP 00435148 06/28/2023 FIREFIGHTERS' SAFETY CENTER INC 0.00 560.30 560.30
AP 00435149 06/28/2023 FOUR POINTS BY SHERATON 2,912.98 0.00 2,912.98
AP 00435150 06/28/2023 FREEMAN, DAVID 250.00 0.00 250.00
AP 00435151 06/28/2023 FRONTIER CALIFORNIA INC 795.00 0.00 795.00
AP 00435152 06/28/2023 FRONTIER COMM 3,840.70 0.00 3,840.70
AP 00435153 06/28/2023 FRONTIER COMMUNICATIONS 122.00 0.00 122.00
AP 00435154 06/28/2023 GENTRY GENERAL ENGINEERING INC 2,510.85 0.00 2,510.85
AP 00435155 06/28/2023 GLADWELL GOVERNMENTAL SERVICES 1,200.00 0.00 1,200.00
AP 00435156 06/28/2023 GODINEZ, RAMON 20.00 0.00 20.00
AP 00435157 06/28/2023 GRAINGER 1,522.40 0.00 1,522.40
AP 00435158 06/28/2023 GRAPHICS FACTORY PRINTING INC 2,693.75 0.00 2,693.75
AP 00435159 06/28/2023 HENRY, KIM R.19,287.00 0.00 19,287.00
AP 00435160 06/28/2023 HERITAGE WELLNESS COLLECTIVE 1,172.00 0.00 1,172.00
AP 00435161 06/28/2023 HILL'S PET NUTRITION SALES INC 2,487.29 0.00 2,487.29
AP 00435162 06/28/2023 HOLLIDAY ROCK CO INC 2,271.44 0.00 2,271.44
AP 00435163 06/28/2023 HP COMMUNICATIONS INC 1,500.00 0.00 1,500.00
AP 00435164 06/28/2023 HR GREEN PACIFIC INC 93,236.00 0.00 93,236.00
11:12:55
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Report:Page 13 of 715
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/26/2023 through 7/9/2023
Check No.Check Date Vendor Name City Fire Amount
AP 00435165 06/28/2023 HUDSON AUDIO WORKS 4,500.00 0.00 4,500.00
AP 00435166 06/28/2023 IDEXX DISTRIBUTION INC 326.91 0.00 326.91
AP 00435167 06/28/2023 INLAND PACIFIC BALLET 12,871.25 0.00 12,871.25
AP 00435168 06/28/2023 INLAND SOCAL MEDIA GROUP LLC 995.00 0.00 995.00
AP 00435169 06/28/2023 INTERVET INC 5,382.11 0.00 5,382.11
AP 00435170 06/28/2023 JOHNNY ALLEN TENNIS ACADEMY 4,611.60 0.00 4,611.60
AP 00435171 06/28/2023 KEITH, JORRY 555.00 0.00 555.00
AP 00435172 06/28/2023 KERR, JENA 22.50 0.00 22.50
AP 00435173 06/28/2023 KIMLEY-HORN & ASSOCIATES INC 14,024.50 0.00 14,024.50
AP 00435174 06/28/2023 KINGDOM CALIBRATIONS INC 0.00 184.69 184.69
AP 00435175 06/28/2023 L S A ASSOCIATES INC 3,633.75 0.00 3,633.75
AP 00435176 06/28/2023 LIFE-ASSIST INC 0.00 3,004.41 3,004.41
AP 00435177 06/28/2023 LITTLE, MARC 648.00 0.00 648.00
AP 00435178 06/28/2023 LN CURTIS & SONS 0.00 662.80 662.80
AP 00435179 06/28/2023 LU'S LIGHTHOUSE INC 1,374.57 0.00 1,374.57
AP 00435180 06/28/2023 MAGELLAN ADVISORS LLC 6,000.00 0.00 6,000.00
***AP 00435182 06/28/2023 MARIPOSA LANDSCAPES INC 330,629.22 2,698.14 333,327.36
AP 00435183 06/28/2023 MAVIS, FLINT 1,700.00 0.00 1,700.00
AP 00435184 06/28/2023 MCKINNEY, JEROME 90.46 0.00 90.46
AP 00435185 06/28/2023 MCMASTER-CARR SUPPLY COMPANY 1,345.50 0.00 1,345.50
AP 00435186 06/28/2023 MEDIWASTE DISPOSAL LLC 40.00 0.00 40.00
AP 00435187 06/28/2023 MERRIMAC PETROLEUM INC 37,083.16 0.00 37,083.16
AP 00435188 06/28/2023 MMASC 90.00 0.00 90.00
AP 00435189 06/28/2023 MR T'S TOWING INC 2,500.00 0.00 2,500.00
AP 00435190 06/28/2023 MRC SMART TECHNOLOGY SOLUTIONS 977.80 0.00 977.80
AP 00435191 06/28/2023 MUSIC LAND 154.00 0.00 154.00
AP 00435192 06/28/2023 MUSIC TREE 561.00 0.00 561.00
AP 00435193 06/28/2023 MWI ANIMAL HEALTH 814.60 0.00 814.60
***AP 00435194 06/28/2023 NAPA AUTO PARTS 277.13 -253.55 23.58
AP 00435195 06/28/2023 NATIONAL UTILITY LOCATORS LLC 1,470.00 0.00 1,470.00
AP 00435196 06/28/2023 NUTRIEN AG SOLUTIONS INC 4,338.02 0.00 4,338.02
***AP 00435198 06/28/2023 ODP BUSINESS SOLUTIONS LLC 5,572.77 2,183.06 7,755.83
AP 00435199 06/28/2023 ONWARD ENGINEERING 3,695.00 0.00 3,695.00
AP 00435200 06/28/2023 OSHIRO, ALLEN 850.00 0.00 850.00
AP 00435201 06/28/2023 PACIFIC PRODUCTS & SERVICES 2,791.26 0.00 2,791.26
AP 00435202 06/28/2023 PALMER CONSULTING 3,045.00 0.00 3,045.00
AP 00435203 06/28/2023 PAYMENTUS CORPORATION 894.00 0.00 894.00
AP 00435204 06/28/2023 PEPE'S TOWING SERVICE 2,500.00 0.00 2,500.00
***AP 00435205 06/28/2023 PFM ASSET MANAGEMENT LLC 13,070.29 2,449.35 15,519.64
AP 00435206 06/28/2023 PLUMMER, JACQUES 0.00 324.00 324.00
AP 00435207 06/28/2023 PRE-PAID LEGAL SERVICES INC 53.36 0.00 53.36
AP 00435208 06/28/2023 PRICE, LORI 119.63 0.00 119.63
AP 00435209 06/28/2023 PSA PRINT GROUP 183.18 0.00 183.18
AP 00435210 06/28/2023 PYRO SPECTACULARS INC 20,398.50 0.00 20,398.50
AP 00435211 06/28/2023 QUALITY CODE PUBLISHING 6,108.00 0.00 6,108.00
AP 00435212 06/28/2023 RANCHO CUCAMONGA TOWN SQUARE 18,242.50 0.00 18,242.50
AP 00435213 06/28/2023 RANCHO SMOG CENTER 499.50 0.00 499.50
11:12:55
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Report:Page 14 of 715
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/26/2023 through 7/9/2023
Check No.Check Date Vendor Name City Fire Amount
AP 00435214 06/28/2023 RDO EQUIPMENT COMPANY 1,134.04 0.00 1,134.04
AP 00435215 06/28/2023 ROADSAFE TRAFFIC SYSTEMS INC 477.08 0.00 477.08
AP 00435216 06/28/2023 SAFARILAND LLC 10,261.65 0.00 10,261.65
AP 00435217 06/28/2023 SAFETY NETWORK TRAFFIC SIGNS INC 1,874.85 0.00 1,874.85
AP 00435218 06/28/2023 SAGE OAK SCHOOL 1,000.00 0.00 1,000.00
AP 00435219 06/28/2023 SAMPLE, NANCY L 153.60 0.00 153.60
AP 00435220 06/28/2023 SAN ANTONIO REGIONAL HOSPITAL 0.00 70.00 70.00
AP 00435221 06/28/2023 SBPEA 2,592.28 0.00 2,592.28
AP 00435222 06/28/2023 SCOTT MCLEOD PLUMBING INC 11,748.00 0.00 11,748.00
AP 00435223 06/28/2023 SEKAYAN, THOMAS G 14,463.00 0.00 14,463.00
AP 00435224 06/28/2023 SHEAKLEY PENSION ADMINISTRATION 367.05 0.00 367.05
AP 00435225 06/28/2023 SHEAKLEY PENSION ADMINISTRATION 0.00 183.70 183.70
AP 00435226 06/28/2023 SHOR-LINE 9,521.31 0.00 9,521.31
***AP 00435227 06/28/2023 SHRED PROS 115.00 126.00 241.00
AP 00435228 06/28/2023 SILVER & WRIGHT LLP 0.00 45.60 45.60
AP 00435229 06/28/2023 SITEONE LANDSCAPE SUPPLY LLC 1,490.40 0.00 1,490.40
AP 00435231 06/28/2023 SOCAL PPE 0.00 12,072.07 12,072.07
AP 00435232 06/28/2023 SOTO ENTERTAINMENT GROUP 3,000.00 0.00 3,000.00
AP 00435233 06/28/2023 SOUTH COAST AQMD 0.00 20.64 20.64
***AP 00435237 06/28/2023 SOUTHERN CALIFORNIA EDISON 23,903.89 1,683.48 25,587.37
AP 00435238 06/28/2023 SOUTHERN CALIFORNIA EDISON 2,899.29 0.00 2,899.29
AP 00435239 06/28/2023 SOUTHERN CALIFORNIA NEWS GROUP 10,242.56 0.00 10,242.56
AP 00435240 06/28/2023 SOVIC CREATIVE 2,828.83 0.00 2,828.83
AP 00435241 06/28/2023 SPROUT SOCIAL INC 9,244.80 0.00 9,244.80
AP 00435242 06/28/2023 STOVER SEED COMPANY 4,272.29 0.00 4,272.29
AP 00435243 06/28/2023 SUN BADGE CO 0.00 7,069.60 7,069.60
AP 00435244 06/28/2023 SUNRISE FORD 7,717.12 0.00 7,717.12
AP 00435245 06/28/2023 TELEFLEX LLC 0.00 874.50 874.50
AP 00435246 06/28/2023 TIANA SANCHEZ INTERNATIONAL LLC 1,000.00 0.00 1,000.00
AP 00435247 06/28/2023 TOWILL INC 4,405.00 0.00 4,405.00
AP 00435248 06/28/2023 TRIDEN GROUP CORP 8,400.00 0.00 8,400.00
AP 00435249 06/28/2023 TRYFYTT SPORTS 1,325.40 0.00 1,325.40
AP 00435250 06/28/2023 UNITED SITE SERVICES OF CA INC 305.29 0.00 305.29
AP 00435251 06/28/2023 UPS 64.65 0.00 64.65
AP 00435252 06/28/2023 VICTOR MEDICAL COMPANY 5,621.13 0.00 5,621.13
AP 00435253 06/28/2023 VISTA PAINT 141.30 0.00 141.30
AP 00435254 06/28/2023 WALLIS, JOSEPH D 0.00 324.00 324.00
***AP 00435255 06/28/2023 WALTERS WHOLESALE ELECTRIC CO 3,230.23 359.26 3,589.49
AP 00435256 06/28/2023 WATJE, REBECCA 2,844.00 0.00 2,844.00
***AP 00435257 06/28/2023 WAXIE SANITARY SUPPLY 7,788.22 158.59 7,946.81
AP 00435258 06/28/2023 WEST COAST ARBORISTS INC 12,332.25 0.00 12,332.25
AP 00435259 06/28/2023 WEST COAST FIRE SALES 0.00 1,264.13 1,264.13
AP 00435260 06/28/2023 WEST COAST SAND & GRAVEL INC 1,560.39 0.00 1,560.39
AP 00435261 06/28/2023 WESTLAND GROUP INC 10,483.75 0.00 10,483.75
AP 00435262 06/28/2023 WHITTIER FERTILIZER 2,532.13 0.00 2,532.13
AP 00435263 06/28/2023 ZOETIS US LLC 318.42 0.00 318.42
AP 00435264 06/28/2023 ZUNIGA, CRYSTAL 3,300.00 0.00 3,300.00
11:12:55
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Report:Page 15 of 715
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/26/2023 through 7/9/2023
Check No.Check Date Vendor Name City Fire Amount
***AP 00435267 06/29/2023 LOWES COMPANIES INC 8,587.07 4,488.08 13,075.15
AP 00435268 06/29/2023 NATIONWIDE PREMIUM HOLDING 1,163.46 0.00 1,163.46
AP 00435269 07/05/2023 AMERICAN PUBLIC POWER ASSOCIATION 6,069.76 0.00 6,069.76
AP 00435270 07/05/2023 ARTISTIC RESOURCES CORPORATION 9,606.17 0.00 9,606.17
AP 00435271 07/05/2023 ASCAP 2,270.04 0.00 2,270.04
AP 00435272 07/05/2023 CALIF ASSOCIATION OF PUBLIC INFO OFFICIALS 275.00 0.00 275.00
AP 00435273 07/05/2023 CALIF INTERGOVERNMENTAL RISK AUTHORITY 0.00 372,941.00 372,941.00
AP 00435274 07/05/2023 CALIFORNIA MUNICIPAL UTILITIES ASSOC 12,373.00 0.00 12,373.00
AP 00435275 07/05/2023 CALIFORNIA UTILITIES EMERGENCY ASSOC 500.00 0.00 500.00
AP 00435276 07/05/2023 CARAHSOFT TECHNOLOGY CORP 45,257.46 0.00 45,257.46
***AP 00435277 07/05/2023 FRONTIER COMM 1,588.75 240.77 1,829.52
AP 00435278 07/05/2023 HP COMMUNICATIONS INC 500.00 0.00 500.00
AP 00435279 07/05/2023 KAISER FOUNDATION HEALTH PLAN INC 262,547.11 0.00 262,547.11
AP 00435280 07/05/2023 PARKER, DAVID A 1,500.00 0.00 1,500.00
AP 00435281 07/05/2023 PORAC 108.00 0.00 108.00
AP 00435282 07/05/2023 PORAC LEGAL DEFENSE FUND 216.00 0.00 216.00
AP 00435283 07/05/2023 QUADIENT INC 1,638.94 0.00 1,638.94
AP 00435284 07/05/2023 STANDARD INSURANCE COMPANY 13,892.13 0.00 13,892.13
AP 00435285 07/05/2023 STANDARD INSURANCE COMPANY 2,831.70 0.00 2,831.70
AP 00435286 07/05/2023 ADAPT CONSULTING INC 424.41 0.00 424.41
AP 00435287 07/05/2023 ADVANCED CHEMICAL TRANSPORT INC 868.50 0.00 868.50
AP 00435288 07/05/2023 ALL AMERICAN ASPHALT 57,969.95 0.00 57,969.95
AP 00435289 07/05/2023 ALLERGY & ASTHMA CENTER INC 624.79 0.00 624.79
AP 00435290 07/05/2023 ALVAREZ, MARIA ELENA 918.00 0.00 918.00
AP 00435291 07/05/2023 AMTECH ELEVATOR SERVICES 13,541.58 0.00 13,541.58
AP 00435292 07/05/2023 AROCHO, ALMA 724.80 0.00 724.80
AP 00435293 07/05/2023 BAST, KAROLYN 1,008.00 0.00 1,008.00
AP 00435294 07/05/2023 BEST OUTDOOR POWER INLAND LLC 1,654.94 0.00 1,654.94
AP 00435295 07/05/2023 BISEK, DAWN TRICHE 36.00 0.00 36.00
AP 00435296 07/05/2023 BORDIN SEMMER LLP 18,173.83 0.00 18,173.83
AP 00435297 07/05/2023 BOURLAND, CAROL JEAN 900.00 0.00 900.00
AP 00435298 07/05/2023 BRIGHTVIEW LANDSCAPE SERVICES INC 20,022.69 0.00 20,022.69
***AP 00435299 07/05/2023 C V W D 147.51 344.18 491.69
AP 00435300 07/05/2023 C V W D 184.64 0.00 184.64
***AP 00435304 07/05/2023 C V W D 48,487.77 450.19 48,937.96
AP 00435305 07/05/2023 CARTY, DIANE 432.00 0.00 432.00
AP 00435306 07/05/2023 CERTIFIED TOWING INC 150.00 0.00 150.00
AP 00435307 07/05/2023 CHAMPION FIRE SYSTEMS INC 2,540.56 0.00 2,540.56
AP 00435308 07/05/2023 CHARLIE RAE ART & DESIGN CO 105.00 0.00 105.00
AP 00435309 07/05/2023 CHAVEZ, APRIL 26.63 0.00 26.63
***AP 00435310 07/05/2023 CINTAS CORPORATION 2,647.10 364.57 3,011.67
AP 00435311 07/05/2023 CLIMATEC LLC 2,781.00 0.00 2,781.00
AP 00435312 07/05/2023 COAST FITNESS REPAIR SHOP 149.00 0.00 149.00
AP 00435313 07/05/2023 CODING MINDS INC 84.00 0.00 84.00
AP 00435314 07/05/2023 COST RECOVERY SYSTEMS INC 3,000.00 0.00 3,000.00
AP 00435315 07/05/2023 COUNTS UNLIMITED 370.00 0.00 370.00
AP 00435316 07/05/2023 COVETRUS NORTH AMERICA 471.87 0.00 471.87
11:12:55
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Time:CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout
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Report:Page 16 of 715
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/26/2023 through 7/9/2023
Check No.Check Date Vendor Name City Fire Amount
AP 00435317 07/05/2023 CREATIVE BRAIN LEARNING LLC 504.00 0.00 504.00
AP 00435318 07/05/2023 DAISYECO INC 173.37 0.00 173.37
AP 00435319 07/05/2023 DANCE TERRIFIC 1,627.50 0.00 1,627.50
AP 00435320 07/05/2023 DAPEER ROSENBLIT & LITVAK LLP 5,271.10 0.00 5,271.10
AP 00435321 07/05/2023 DATA ARC LLC 18,975.43 0.00 18,975.43
AP 00435322 07/05/2023 DENG, QINGFENG 108.00 0.00 108.00
AP 00435323 07/05/2023 DOLLARHIDE, GINGER 705.60 0.00 705.60
AP 00435324 07/05/2023 DOUG MARTIN CONTRACTING CO INC 19,061.02 0.00 19,061.02
AP 00435325 07/05/2023 DUCKETT, NYSHAE 64.15 0.00 64.15
***AP 00435326 07/05/2023 DUDEK 26,706.17 1,687.50 28,393.67
AP 00435327 07/05/2023 DUNN-EDWARDS CORPORATION 726.93 0.00 726.93
AP 00435328 07/05/2023 ESCALANTE, MONIQUE 40.09 0.00 40.09
AP 00435329 07/05/2023 FENGXIA, ALEX 29.43 0.00 29.43
AP 00435330 07/05/2023 FERGUSON ENTERPRISES LLC #1350 599.45 0.00 599.45
AP 00435331 07/05/2023 FIALLOS, WILSON 768.00 0.00 768.00
AP 00435332 07/05/2023 FRONTIER CALIFORNIA INC 6,575.00 0.00 6,575.00
AP 00435333 07/05/2023 FRONTIER CALIFORNIA INC 121.00 0.00 121.00
***AP 00435334 07/05/2023 FRONTIER COMM 301.97 175.67 477.64
AP 00435335 07/05/2023 FUEL SERV 571.55 0.00 571.55
AP 00435336 07/05/2023 FULL COMPASS SYSTEMS LTD 10,239.40 0.00 10,239.40
AP 00435337 07/05/2023 G/M BUSINESS INTERIORS 1,274.03 0.00 1,274.03
AP 00435338 07/05/2023 GEBRESELASSIE, WOLDEMARIAM 98.56 0.00 98.56
AP 00435339 07/05/2023 GIORDANO, MARIANNA 231.00 0.00 231.00
AP 00435340 07/05/2023 GLOBALSTAR USA 176.19 0.00 176.19
AP 00435341 07/05/2023 GRAINGER 1,223.62 0.00 1,223.62
AP 00435342 07/05/2023 GRAPHICS FACTORY PRINTING INC 662.66 0.00 662.66
AP 00435343 07/05/2023 GRAY, ASHLEY 92.41 0.00 92.41
AP 00435344 07/05/2023 GRAYBAR ELECTRIC COMPANY INC 61,986.21 0.00 61,986.21
AP 00435345 07/05/2023 HAULAWAY STORAGE CONTAINERS INC 119.84 0.00 119.84
AP 00435346 07/05/2023 HERNANDEZ GROUP LLC 6,497.33 0.00 6,497.33
AP 00435347 07/05/2023 HOLLIDAY ROCK CO INC 1,750.93 0.00 1,750.93
AP 00435348 07/05/2023 INLAND VALLEY DANCE ACADEMY 936.00 0.00 936.00
AP 00435349 07/05/2023 JOHNNY ALLEN TENNIS ACADEMY 2,185.20 0.00 2,185.20
AP 00435350 07/05/2023 K-K WOODWORKING 991.10 0.00 991.10
AP 00435351 07/05/2023 KIMLEY-HORN & ASSOCIATES INC 36,780.00 0.00 36,780.00
AP 00435352 07/05/2023 KOU, DI 88.88 0.00 88.88
AP 00435353 07/05/2023 LOZANO SMITH LLP 2,292.50 0.00 2,292.50
AP 00435354 07/05/2023 MAHA CELL LIFE INC 75.70 0.00 75.70
***AP 00435355 07/05/2023 MARIPOSA LANDSCAPES INC 311,599.97 2,698.14 314,298.11
***AP 00435356 07/05/2023 MCMASTER-CARR SUPPLY COMPANY 132.72 344.87 477.59
AP 00435357 07/05/2023 MERRIMAC PETROLEUM INC 40,177.19 0.00 40,177.19
AP 00435358 07/05/2023 MESA ENERGY SYSTEMS INC 69,428.54 0.00 69,428.54
AP 00435359 07/05/2023 MILLENNIUM UPS LLC 24,351.50 0.00 24,351.50
AP 00435360 07/05/2023 MOE, JOHN 432.00 0.00 432.00
AP 00435361 07/05/2023 MOISA, DANIEL A 840.00 0.00 840.00
AP 00435362 07/05/2023 MUNSON, MICHELLE 918.94 0.00 918.94
AP 00435363 07/05/2023 MUSIC LAND 1,232.00 0.00 1,232.00
11:12:55
07/10/2023Current Date:VLOPEZ - Veronica Lopez Page:6
Time:CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout
User:
Report:Page 17 of 715
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
Excluding So Calif Gas Company.
AND
CITY OF RANCHO CUCAMONGA
6/26/2023 through 7/9/2023
Check No.Check Date Vendor Name City Fire Amount
AP 00435364 07/05/2023 NORMAN, BRETT 0.00 320.00 320.00
AP 00435365 07/05/2023 ODP BUSINESS SOLUTIONS LLC 6,673.97 0.00 6,673.97
AP 00435366 07/05/2023 OTT, SHARON 945.00 0.00 945.00
AP 00435367 07/05/2023 PACIFIC MH CONSTRUCTION INC 1,500.00 0.00 1,500.00
AP 00435368 07/05/2023 POWER & TELEPHONE SUPPLY COMPANY 34,566.07 0.00 34,566.07
AP 00435369 07/05/2023 RAPHA PHYSICAL THERAPY INC 138.60 0.00 138.60
AP 00435370 07/05/2023 REO ELIZABETH LONG 400.00 0.00 400.00
AP 00435371 07/05/2023 RUDD, REBECCA L.466.75 0.00 466.75
AP 00435372 07/05/2023 SAN BERNARDINO COUNTY 0.00 12,538.98 12,538.98
AP 00435373 07/05/2023 SAN BERNARDINO COUNTY DEPT OF PUBLIC HEALTH 571.00 0.00 571.00
AP 00435374 07/05/2023 SHRED PROS 60.00 0.00 60.00
AP 00435375 07/05/2023 SIGURDSON, JADE MICHAEL ANNE 684.00 0.00 684.00
AP 00435376 07/05/2023 SILVER & WRIGHT LLP 17,261.90 0.00 17,261.90
AP 00435377 07/05/2023 SMG - RC PREMIER FOOD SERVICES LLC 4,200.00 0.00 4,200.00
AP 00435378 07/05/2023 SOUTH COAST AQMD 459.69 0.00 459.69
AP 00435379 07/05/2023 SOUTHERN CALIFORNIA EDISON 29,047.19 0.00 29,047.19
AP 00435380 07/05/2023 SUPERIOR PAVEMENT MARKINGS INC 52,991.65 0.00 52,991.65
AP 00435381 07/05/2023 THOMSON REUTERS - WEST 380.00 0.00 380.00
AP 00435382 07/05/2023 THRIFT PROPERTY MGMT 59.55 0.00 59.55
AP 00435383 07/05/2023 UDA, SHIGEHIRA 75.04 0.00 75.04
AP 00435384 07/05/2023 ULINE 2,138.10 0.00 2,138.10
AP 00435385 07/05/2023 URBAN LAND INSTITUTE 5,500.00 0.00 5,500.00
AP 00435386 07/05/2023 VERIZON WIRELESS - LA 0.00 7,110.18 7,110.18
AP 00435387 07/05/2023 WESTLAND GROUP INC 2,625.00 0.00 2,625.00
AP 00435388 07/05/2023 WT CONSTRUCTION SERVICES INC 9,850.10 0.00 9,850.10
AP 00435389 07/06/2023 APX INC 2,889.75 0.00 2,889.75
$3,953,968.29
$4,946,186.26
$992,217.97
Note:
Grand Total:
Total Fire:
Total City:
*** Check Number includes both City and Fire District expenditures
11:12:55
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Time:CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout
User:
Report:Page 18 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
President and Members of the Boards of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Tamara L. Oatman, Finance Director
Veronica Lopez, Accounts Payable Supervisor
SUBJECT:Consideration to Approve City and Fire District Weekly Check Registers
for Checks Issued to Southern California Gas Company in the Total
Amount of $16,721.03 Dated June 26, 2023, Through July 09, 2023.
(CITY/FIRE)
RECOMMENDATION:
Staff recommends City Council/Board of Directors of the Fire Protection District approve payment
of demands as presented. Weekly check register amounts are $15,681.23 and $1,039.80 for the
City and the Fire District, respectively.
BACKGROUND:
N/A
ANALYSIS:
N/A
FISCAL IMPACT:
Adequate budgeted funds are available for the payment of demands per the attached listing.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
N/A
ATTACHMENTS:
Attachment 1 - Weekly Check Register
Page 19 of 715
Agenda Check Register
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
So Calif Gas Company Only.
AND
CITY OF RANCHO CUCAMONGA
6/26/2023 through 7/9/2023
Check No.Check Date Vendor Name City Fire Amount
***AP 00435230 06/28/2023 SOCAL GAS 15,681.23 1,039.80 16,721.03
$15,681.23
$16,721.03
$1,039.80
Note:
Grand Total:
Total Fire:
Total City:
*** Check Number includes both City and Fire District expenditures
11:18:43
07/10/2023Current Date:VLOPEZ - Veronica Lopez Page:1
Time:CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout
User:
Report:Page 20 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Elisa Cox, Assistant City Manager/Administrative Services Director
Tamara L. Oatman, Finance Director
Jason A. Shields, Management Analyst II
SUBJECT:Consideration to Receive and File Current Investment Schedules as of
June 30, 2023 for the City of Rancho Cucamonga and the Rancho
Cucamonga Fire Protection District. (CITY/FIRE)
RECOMMENDATION:
Staff recommends that the City Council/Board of Directors of the Fire Protection District receive
and file the attached current investment schedules for the City of Rancho Cucamonga (City) and
the Rancho Cucamonga Fire Protection District (District) as of June 30, 2023.
BACKGROUND:
The attached investment schedules as of June 30, 2023 reflect cash and investments managed
by the Finance Department/Revenue Management Division and are in conformity with the
requirements of California Government Code Section 53601 and the City of Rancho
Cucamonga’s and the Rancho Cucamonga Fire Protection District’s adopted Investment Policies
as approved on June 22, 2023.
ANALYSIS:
The City’s and District’s Treasurers are each required to submit a quarterly investment report to
the City Council and the Fire Board, respectively, in accordance with California Government Code
Section 53646. The quarterly investment report is required to be submitted within 30 days
following the end of the quarter covered by the report. However, the City and District Treasurers
have each elected to provide this report on a monthly basis.
FISCAL IMPACT:
None.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
The monthly investment schedule supports the City Council’s core value of providing and
nurturing a high quality of life for all by demonstrating the active, prudent fiscal management of
the City’s investment portfolio to ensure that financial resources are available to support the
various services the city provides to all Rancho Cucamonga stakeholders.
ATTACHMENTS:
Attachment 1 - Investment Schedule (City)
Attachment 2 - Investment Schedule (Fire)
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Page 84 of 715
DATE:July 19, 2023
TO:President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Mike McCliman, Fire Chief
Ty Harris, Deputy Fire Chief
Darci Vogel, Fire Business Manager
Ruth Cain, Procurement Manager
SUBJECT:Consideration of the Purchase of Thirty Sets of Firefighting Turnout Gear
from AllStar Fire Equipment, Inc. as a Single Source Vendor in the
Amount of $115,990. (FIRE)
RECOMMENDATION:
Staff recommends that the Fire Board authorize the single source purchase of thirty (30) sets of
firefighting turnout gear from AllStar Fire Equipment, Inc. in the amount of $115,990.
BACKGROUND:
The National Fire Protection Association (NFPA) governs turn out gear standards and establishes
requirements for protective clothing to protect against the adverse environmental effects
encountered by Fire Safety Personnel while performing firefighting and lifesaving operations.
NFPA mandates that turnout coats and pants have a service life of no more than 10-years from
the date of manufacturer, to limit potential safety issues.
Firefighters require two (2) sets of gear (coat and pant components) due to daily exposure to
contaminants and the need for NFPA required inspections and maintenance. The Fire District
replaces a portion of our gear every year to maintain our compliance with NFPA guidelines and
provide our personnel with the safest and most fiscally responsible gear possible.
Firefighting coats and pants are each comprised of a 3-layer system. The three-layers involved
are the thermal liner, the moisture barrier, and the outer shell. The thermal liner has greatest
impact on reducing the stress associated with a fire’s heat by providing thermal protection. This
layer traps air in or between layers of nonwoven material quilted to a face cloth fabric. The thermal
and moisture layers combine to provide about 75 percent of the protection for the firefighter.
The moisture barrier protects the firefighter from water, chemicals, and viral agents. It is made of
Polytetrafluoroethylene (PTFE) which is a permeable film barrier laminated to a flame-resistant
material.
The outer shell is the first line of protection from the heat by providing flame resistance and
maintaining the effectiveness of the other two liners. It also protects the firefighter from cuts and
abrasions from debris or building materials. While this provides the least amount of thermal
protection, it is an important piece of the entire ensemble.
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ANALYSIS:
The Fire District has determined that thirty (30) sets of turnout gear need to be purchased during
the current fiscal year. This will include the annual replacement of seventeen (17) sets of turnouts
for existing personnel; four (4) sets for personnel who recently completed their probationary period
and need their second set of turnouts; and nine (9) new personnel hired to backfill existing
vacancies.
The Fire District typically goes out to bid annually for the purchase of turnout gear; however, in
FY 2022-23 the Fire District utilized a single source purchase with AllStar Fire Equipment, Inc.
AllStar Fire Equipment, Inc. had been awarded the previous two bids and is the local authorized
distributor of LION products. LION brand turnouts are well known in the personal protective gear
industry and have a proven track record for quality, performance, and safety. The Fire District
currently has 142 sets of LION brand turnouts, out of a total 188 sets in service (both frontline and
backup sets). Since utilizing these turnouts, Fire personnel have experienced a higher level of
fit, function, and mobility than turnouts previously purchased. The quality and durability of these
turnouts, balanced with the increased comfort, has been unparalleled. As a result, the Fire District
now has a higher standard and expectation for turnout gear moving forward.
In order to provide continuity of operations and ensure the health and safety of Fire District
personnel, staff recommends utilizing a single source purchase with AllStar Fire Equipment, Inc.
for the purchase of LION brand turnout gear for FY 2023-24. This turnout gear continues to meet
the needs and safety demands of the Fire District and has proven to be a high-quality product
that exceeds brands that have been purchased previously.
FISCAL IMPACT:
The purchase of firefighting turnout gear was approved in the FY 2023-24 budget. A total of
$118,800 was allocated in the Fire Protection Capital Fund under account 3288501-5207 (O&M
– Capital Supplies). Sufficient funding is available for this purchase.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This item brings together portions of the Council’s vision and core value by providing a sustainable
City and promoting a safe and healthy community for all. This is accomplished by ensuring our
first responders have the resources and tools necessary to respond effectively during emergency
situations.
ATTACHMENTS:
n/a
Page 86 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Jason C. Welday. Director of Engineering Services/City Engineer
Chris Ellis, Assistant Engineer
SUBJECT:Consideration of Amendment No. 001 to the Professional Services
Agreement No. 2021-140 with Superior Pavement Markings Inc. for
Annual Citywide Striping and Pavement Marking Services Extending the
Agreement Term to June 30, 2024. (CITY)
RECOMMENDATION:
Staff recommends the City Council approve Amendment No. 001 to authorize an extension to
Agreement No. 2021-140 retroactive to December 15, 2022 and continuing through June 30, 2024
pursuant to Section 2 Term of Agreement of the agreement.
BACKGROUND:
There are approximately 1,150 lane miles of existing roadway within the City. Even though the
City periodically resurfaces streets to maintain pavement condition, striping and pavement
markings may become faded over time due to heavy traffic or natural wear. This contract allows
City staff to install new pavement striping and pavement markings for segments of roadway with
such traffic control devices that are worn or in need of updates.
In December of 2021, the City Council approved Professional Services Agreement No. 2021-140
with Superior Pavement Markings Inc. for on-call roadway striping services. This agreement was
effective for one (1) year with the option to renew in 1-year increments for a total of seven (7)
years.
ANALYSIS:
Throughout the first year of the agreement, the contractor has satisfied the scope of work and
performed to a standard acceptable by the City. Year one of Agreement No. 2021-140 expired
December 15, 2022. Staff is proposing to take the opportunity to utilize the option to renew in 1-
year increments. In order to do so, staff recommends the agreement be extended retroactive to
December 15, 2022 and through June 30, 2024 to align with the fiscal year calendar. This will
result in five (5), 1-year extension options remaining in the existing agreement.
FISCAL IMPACT:
Funding in the amount of $150,000 has been included in the Fiscal Year 2023/24 Annual Budget
in the Measure I 2010-2040 Fund (Fund 177). Therefore, there is currently no need for an
additional appropriation of funds.
Work under the proposed agreement will be completed on an as needed basis each year and is
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9
4
3
initiated by Engineering staff. The amount of work each year shall not exceed $150,000.
Account No.Funding Source Description Amount
1177303-5300 Measure I 2010-2040 (177)Striping Contract $150,000
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
The execution of this agreement aligns with the Council’s goal of promoting and enhancing a safe
and healthy community for all by maintaining good visibility of traffic control devices on existing
roadways in the City.
ATTACHMENTS:
Attachment 1 – Amendment No. 001
Page 88 of 715
ATTACHMENT 1
3
8
7
0
AMENDMENT NO. 001
To
Professional Services Agreement (2021-140)
Between
Superior Pavement Markings, Inc. (hereinafter “Contractor”)
And
City of Rancho Cucamonga (hereinafter the “City”)
This Amendment No. 001 will service to amend the Section 2 Term of Agreement to the Professional
Service Agreement, 2021-140, to incorporate the following:
Contractor and City would like to extend the existing contract retroactive to December 15, 2022 and
continuing through June 30, 2024. Performance and pricing will be reviewed by both parties and any
changes will require an updated amendment approved by the City Manager’s Office and Superior Pavement
Markings, Inc.
All other Terms and Conditions of the original Agreement 2021-140, will remain in full effect.
IN WITNESS WHEREOF, the parties, through their respective authorized representatives, have
executed this Amendment by way of signature by both parties and on the date indicated below.
Superior Pavement Markings, Inc.City of Rancho Cucamonga
By:By:
Name Date Name Date
Title Title
By:By:
Name Date Name Date
Title Title
(two signature required if corporation)
Page 89 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Wess Garcia, Acting Library Director
SUBJECT:Consideration of Amendment No. 2 to the Professional Services
Agreement with Cambridge Seven Associates (Contract No. 2020-120)
for Design Services Not To Exceed $66,520. (CITY)
RECOMMENDATION:
Staff recommends the City Council authorize Amendment No. 2 to the Professional Services
Agreement with Cambridge Seven Associates (Contract No. 2020-120) for design services not to
exceed $66,520.
BACKGROUND:
After conducting a competitive bid process, the City entered into a contract on October 21, 2020,
with Cambridge Seven Associates (C7) to provide design and architectural services for the
Rancho Cucamonga Public Library’s Second Story and Beyond® (SSAB) project. The SSAB
project will create museum-quality, interactive exhibits that will be featured on the second floor of
the Paul A. Biane Library. The museum’s literacy-themed exhibits will be custom designed and
fabricated to meet the space’s unique layout and to complement the museum’s overall changing
themes.
On March 16, 2022, City Council approved an Amendment (No. 1) to approve additional scope of
work to the C7 contract (No. 2020-120) due to acceptance of additional San Bernardino County
funding for the SSAB project.
On March 15, 2022, the Community Project Funding Act through the House Appropriations
Committee provided a $1 million agreement with the City for the SSAB project as part of the
National Aeronautics and Space Administration’s (NASA) STEM (Science, Technology,
Engineering, Math) Education and Accountability Projects. This provided funding for platforms
and a space themed exhibit and was accepted by City Council on December 7, 2022.
As the SSAB project develops, additional components have been identified including a donor
recognition wall to acknowledge sponsors of the space and increased systems coordination to
support additional data requirements that will combine power management for turning exhibits on
and off and managing a system that controls audio, lighting, camera and exhibits from one access
point.
ANALYSIS:
C7 has worked with City staff throughout the development of the SSAB project. As architect and
designer of the SSAB space and exhibits, they continue to provide architecture and construction
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administration services for tenant improvements and exhibit fabrication. The addition of Federal
funding through the House Appropriations Committee necessitated additions to the initial scope
of work. This amendment to the original contract covers expenses related to the following
increases to the project’s scope:
•Exhibit platforms and the creation of an outer space theme titled “3, 2, 1…Blast Off!”
•Systems integration coordination for sound and data
•Design of a donor recognition wall for the inaugural capitol fundraising campaign.
•Additional construction coordination efforts due to extended construction timeline.
TABLE 1 – Contract Cost Breakdown
Amount Not to Exceed
Current Contract $802,000
Amendment No. 2 $66,520
Grand Total $868,520
Contract No. 2020-120 and Amendment No. 1 are on file with the City Clerk’s Office.
FISCAL IMPACT:
Design and architectural services fully funded through the Library Capital Fund: 1329601-5650
Capital Project.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
Providing superior Library Services to residents enhances the overall quality of life in Rancho
Cucamonga and the Second Story and Beyond® project will contribute to building and preserving
the City’s family-oriented atmosphere.
ATTACHMENTS:
Attachment 1 – Amendment No. 2
Page 91 of 715
DocuSign Envelope ID: D504450B-11C0-4440-A426-2BAFD9BD330E
Page 92 of 715
Architecture
Urban Design
Master Planning
Programming
Interior Design
Graphic Design
Exhibit Design
Stefanie Greenfield
Patricia E. Intrieri
Gary C. Johnson
Yongjoo Kim
Peter Kuttner
Timothy D. Mansfield
Adam P. Mitchell
Marc Rogers
Jose Silveira
Stefan Bold
Jan L. Brenner
Bradley Converse
Justin Crane
Chris Muskopf
James C. Puopolo
Douglas Simpson
Peter Sollogub
Joslin Stewart
Pamela N. Sullivan
David E. Wiborg
Cambridge Seven Associates, Inc. 1050 Massachusetts Avenue, Cambridge, MA 02138 +1 617 492-7000 www.cambridgeseven.com
Julie A. Sowles September 29, 2021
Library Director
Rancho Cucamonga Public Library
Rancho Cucamonga, CA NEED ZIP
Re: Second Story and Beyond – Outer Space Theme Additional Service
Dear Julie,
CambridgeSeven is pleased to submit this additional service proposal to design a new theme for
the Second Story and Beyond exhibit about Outer Space to replace the Out to Sea theme.
Background Information
CambridgeSeven has completed a Design Development package for the exhibits and graphics for
three previously approved themes: Out to Sea, Eating, and Outdoor Adventures. At the
conclusion of our Design Development phase, the Library requested that we replace the Out to
Sea theme with an Outer Space theme.
Scope of Work
CambridgeSeven will design new exhibits and graphics necessary for the Outer Space theme,
replacing these exhibits:
·Fish Market
o Food Display
o Fish Net Photo Opportunity
o Seafood Scale
·Out to Sea Role Play
o Sub and Periscope
o Sonar
o Regulator Test
o Diving Helmet
o Flipper Walk
·Construction Zone
o Build an Octopus
We will also design graphics and environmental graphics throughout the exhibit for the Outer
Space theme.
This additional service covers expenses for bringing these new exhibits and graphics to the
Design Development level of design. For the exhibits, we will do hand sketches to confirm design
intent before moving into Construction Documents.
Exhibit AExhibit A
DocuSign Envelope ID: D504450B-11C0-4440-A426-2BAFD9BD330E
Page 93 of 715
Second Story and Beyond – Outer Space Theme Additional Service
9/30/2021
Page 2
Cambridge Seven Associates, Inc. 1050 Massachusetts Avenue, Cambridge, MA 02138 +1 617 492-7000 www.cambridgeseven.com
Additional Fees
CambridgeSeven shall provide these additional services in accordance with the Agreement for
Design Professional Services between the City of Rancho Cucamonga and Cambridge Seven
Associates, Inc., Contract Number 2020-120, dated August 21, 2020, on a lump sum basis in
the amount of $9,540. These services shall be invoiced monthly.
Schedule
CambridgeSeven will provide these services concurrently with the Construction Document phase.
In Summary
If you have any questions or would like any additional information, please do not hesitate to
contact me. Please return one signed copy of this proposal to me.
Sincerely,
Douglas Simpson, LEED, BD+C
Associate Principal
________________________________________________ _09/30/21_____________
José Silveira Date
COO/CFO
CambridgeSeven
________________________________________________ _____________________
Julie Sowles Date
Library Director
City of Rancho Cucamonga
DocuSign Envelope ID: D504450B-11C0-4440-A426-2BAFD9BD330E
7/11/2023 | 1:09 PM PDT
Acting Library Director
Wess Garcia
Page 94 of 715
Architecture
Urban Design
Master Planning
Programming
Interior Design
Graphic Design
Exhibit Design
Justin Crane
Stefanie Greenfield
Patricia E. Intrieri
Gary C. Johnson
Yongjoo Kim
Timothy D. Mansfield
Adam P. Mitchell
Chris Muskopf
Marc Rogers
José Silveira
Stefan Bold
Jan L. Brenner
Bradley Converse
Amy Hastings
Paul Herbert
James C. Puopolo
Wonyeop Seok
Douglas Simpson
Peter Sollogub
Joslin Stewart
David E. Wiborg
Cambridge Seven Associates, Inc. 1050 Massachusetts Avenue, Cambridge, MA 02138 +1 617 492-7000 www.cambridgeseven.com
Wess Garcia, Acting Library Director February 21, 2023
Rancho Cucamonga Library Services
Rancho Cucamonga Public Library
12505 Cultural Center Drive
Rancho Cucamonga, CA 91739
Re: Second Story & Beyond – Donor Recognition Design Additional Service
Dear Wess,
CambridgeSeven is pleased to submit this additional service proposal for the design of the
Second Story and Beyond donor recognition graphics that will be located in the first floor lobby.
Scope of Work – Graphic Design
Building upon the design sketches that we have already provided for the donor recognition, which
integrate with the triangular patterns on the adjacent windows, CambridgeSeven will complete the
donor recognition graphic design.
Here are the phases of design that we envision:
The first stage will include exploring Alternatives in terms of color, wall layout and material
choices. Deliverables will include options for wall layouts, color palettes and templates for the
donor recognition plaques.
The second phase would be a Synthesis of the options explored based on the library’s feedback.
We would push the design direction further, showing templates for each donor level, a wall layout,
and drawings showing the material construction and wall attachment of the donor recognition
graphics.
The third phase would be a Validation, incorporating the library’s feedback and presenting a final
design for approval.
The fourth phase would be Production of the final digital files. We would produce each graphic
file with the individual donor’s name for your review. With the library’s sign-off, we would deliver
the production files to the fabricator.
The fifth phase would be Construction Administration. We would review shop drawings and
samples from the fabricator and answer questions regarding production and installation.
We are budgeting a virtual meeting for each of these five phases, with no-in person trips.
At the conclusion of our work, we would provide the Rancho Cucamonga Library with an Adobe
InDesign file template so that they could continue to produce the digital files and add donors into
the future.
DocuSign Envelope ID: 6B5BF100-0FDE-4B17-91F2-3CAF0BB92E11
Exhibit B
DocuSign Envelope ID: D504450B-11C0-4440-A426-2BAFD9BD330E
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Cambridge Seven Associates, Inc. 1050 Massachusetts Avenue, Cambridge, MA 02138 +1 617 492-7000 www.cambridgeseven.com
Scope of Work – Lighting Design
To enhance the look of the donor recognition walls, we recommend adding a few additional light
fixtures to the lobby. These would integrate with the current lighting and ceiling design in order to
create a glow and add more prominence to the donor recognition. We would coordinate with
Abernathy Lighting and AKF to make the necessary changes to the lighting and power drawings
to create a clear change order for the Tenant Improvement General Contractor.
Exclusions
This proposal is for design services only does not include the production of physical graphics.
We have budgeted time for producing donor graphic files up until the fabrication installation
deadline for the museum opening. After that date or a maximum of 300 donor plaques, we would
be glad to produce additional graphic files on a Time & Materials basis.
Schedule
We expect the design effort (Phases 1-3) will take six weeks from the time of approval by the City
of Rancho Cucamonga. The Production Phase cannot begin until most of the donor names have
been confirmed so there may be a pause before this phase begins. We estimate that the
Production Phase will take two weeks. The Construction Administration phase schedule will be
governed by the fabricator, but we would expect it would take one to two months.
Additional Fees
CambridgeSeven shall provide these additional services in accordance with the Agreement for
Design Professional Services between the City of Rancho Cucamonga and Cambridge Seven
Associates, Inc., Contract Number 2020-120, dated August 21, 2020, for the following amounts.
These services shall be invoiced monthly.
Donor Recognition Graphic Design $20,420
Abernathy Lighting $1,560
AKF (Electrical Engineering) $2,100
Total Additional Service $24,080
Please note this proposal expires August 1, 2023 and may be modified or withdrawn by
CambridgeSeven before receipt of acceptance.
In Summary
If you have any questions or would like any additional information, please do not hesitate to
contact me. Please return one signed copy of this proposal to me.
Sincerely,
Douglas Simpson, LEED, BD+C
Associate Principal
DocuSign Envelope ID: 6B5BF100-0FDE-4B17-91F2-3CAF0BB92E11DocuSign Envelope ID: D504450B-11C0-4440-A426-2BAFD9BD330E
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Cambridge Seven Associates, Inc. 1050 Massachusetts Avenue, Cambridge, MA 02138 +1 617 492-7000 www.cambridgeseven.com
________________________________________________ February 22, 2023
José Silveira Date
COO/CFO
CambridgeSeven
________________________________________________ _____________________
Wess Garcia Date
Acting Library Director
City of Rancho Cucamonga
DocuSign Envelope ID: 6B5BF100-0FDE-4B17-91F2-3CAF0BB92E11
3/15/2023 | 8:20 AM PDT
DocuSign Envelope ID: D504450B-11C0-4440-A426-2BAFD9BD330E
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Exhibit C
DocuSign Envelope ID: D504450B-11C0-4440-A426-2BAFD9BD330E
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7/11/2023 | 1:09 PM PDT
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DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Michael J. Smith, Chief of Police
Jerry Davenport, Administrative Lieutenant
Karen Hunt, Sheriff's Service Specialist
SUBJECT:Consideration to Accept an Appropriate Grant Revenue in the Amount of
$19,114 from the Edward Byrne Memorial Justice Assistance Grant (JAG)
for Fiscal Year 2019. (CITY)
RECOMMENDATION:
Staff recommends the City Council accept revenue funds for JAG Grant FY 19 in the amount of
$19,114. Staff also recommends the City Council authorize the appropriation of funds from JAG
Grant FY19 in the amount of $19,114 to purchase conference room furniture for the Rancho
Cucamonga Police Department.
BACKGROUND:
Annually, the Byrne Justice Assistance (BJA) announces the availability of grant funds to state
and local units of government through the Byrne JAG Grant. This program allows state and local
governments to support a broad range of activities to prevent and control crime and to improve
the criminal justice system.
JAG Grant FY 19 was previously approved for appropriation and spending by City Council on
September 2, 2020. Unfortunately, revenue has only just now been made available and released.
Due to this delay, project needs were either reimagined or moved to other grant years.
ANALYSIS:
With the addition of the Real Time Information Center (RTIC), the Public Safety Video Network
(PSVN) system has been moved inside the RTIC. This allows for the previously used room to be
redesignated as a conference room. Due to the new conference room’s proximity to the RTIC, it
could also be used as a temporary, but immediate, Emergency Operations Center. This would
allow for critical, real-time information to be shared immediately, while the nature and extent of an
incident is initially being assessed.
The funding from the JAG Grant FY 19, will be part of the funding used to furnish the new
conference room.
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FISCAL IMPACT:
Staff is requesting the City Council accept JAG grant funds into account number 1361000-4750
in the amount of $19,114. Staff is also requesting an appropriation of $19,114 into account
1361701-5200 (JAG Fund – Operations and Maintenance) to fund the purchase of the conference
room furniture.
$11,000 will also be moved from the Police Department’s Overtime Budget to cover the complete
cost of the project.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This project will align with the following Council Core Values promoting and enhancing a safe and
healthy community for all and intentionally embracing and anticipating the future.
ATTACHMENTS:
None.
Page 103 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Matt Burris, Deputy City Manager/Acting PW Services Director
Jeff Benson, Parks and Landscape Superintendent
Kenneth Fung, Associate Engineer
SUBJECT:Consideration to Accept the Heritage Park Equestrian Center Roof Repair
Project as Complete, File the Notice of Completion, and Authorize
Release of Retention and Bonds. (CITY)
RECOMMENDATION:
Staff recommends the City Council:
1. Accept the Heritage Park Equestrian Center Roof Repair Project, Contract No. 2023-017, as
complete.
2. Approve the final contract amount of $134,716.48.
3. Authorize the release of the Faithful Performance Bond and acceptance of Maintenance Bond.
4. Authorize the release of the Labor and Materials Bond in the amount of $132,251.00, six
months after the recordation of said notice if no claims have been received.
5. Authorize the Public Works Services Director to file a Notice of Completion and release of the
retention in the amount of $6,735.82, 35 days after acceptance.
6. Authorize the Public Works Services Director to approve the release of the Maintenance Bond
one year following the filing of the Notice of Completion if the improvements remain free from
defects in material and workmanship.
BACKGROUND:
The Heritage Park Equestrian Center Roof Repair Project scope of work consisted of the repair
of the damaged upper and lower roofs at the Heritage Park Equestrian Center building and other
related items of work.
Pertinent information of the project is as follows:
Budgeted Amount:$150,000.00
Publish Dates for Local Paper:November 8, 2022 and November 15, 2022
Bid Opening:December 13, 2022
Contract Award Date:February 1, 2023
Low Bidder:AME Builders, Inc.
Contract Amount:$132,251.00
Contingency:$17,749.00
Final Contract Amount:$134,716.48
Difference in Contract Amount:$2,465.48 (1.9 %)
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ANALYSIS:
The subject project has been completed in accordance with the approved plans and specifications
and to the satisfaction of the Public Works Services Director.
The net increase in the total cost of the project is a result of one (1) Contract Change Order
(CCO). After the existing roof tiles and underlayment were removed, it was discovered that nine
(9) sheets of plywood were damaged and had to be replaced. Also, it was discovered that a
significant quantity of roof tiles were damaged and could not be reused. As a result, new roof
tiles were purchased.
At the end of the one-year maintenance period, if the improvements remain free from defects in
materials and workmanship, the City Clerk is authorized to release the Maintenance Bond upon
approval by the Public Works Services Director.
FISCAL IMPACT:
Originally, funding ($150,000) was included in the Fiscal Year 2021/2022 adopted budget for this
project in account number 1848303-5607 (PD 85). Unfortunately, the contracts for design
consultants / architectural services for multiple firms were not approved until March 2022, which
meant that the project plans and specifications could not be completed in time to bid and award
this project before the end of Fiscal Year 2021/2022. To award this project, the City Council
approved the appropriation of $150,000 from PD 85 fund balance to account number 1848303-
5607.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This equestrian center is a valued component of the City’s equestrian community. By repairing
the center’s roof, this project addresses the City Council goal of providing and nurturing a high
quality of life for all.
ATTACHMENTS:
Attachment 1 – Notice of Completion
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RECORDING REQUESTED BY:
CITY OF RANCHO CUCAMONGA
P. O. Box 807
Rancho Cucamonga, California 91730
WHEN RECORDED MAIL TO:
CITY CLERK
CITY OF RANCHO CUCAMONGA
P. O. Box 807
Rancho Cucamonga, California 91730
Exempt from recording fees pursuant to Govt. Code Sec. 27383
NOTICE OF COMPLETION
NOTICE IS HEREBY GIVEN THAT:
1. The undersigned is an owner of an interest or estate in the hereinafter described real
property, the nature of which interest or estate is:
All public rights-of-way within the boundaries of Contract No. 2023-017
2. The full name and address of the undersigned owner is: CITY OF RANCHO
CUCAMONGA, 10500 CIVIC CENTER DRIVE, P. O. BOX 807, RANCHO CUCAMONGA, CALIFORNIA
91730.
3. On July 5, 2023, there was completed in the hereinafter described real property the
work of improvement set forth in the contract documents for:
Heritage Park Equestrian Center Roof Repair Project
Repair of damaged upper and lower roofs at the Heritage Park Equestrian Center building plus other
related work
4. The name of the original contractor for the work of improvement as a whole was:
AME Builders, Inc.
5. The real property referred to herein is situated in the City of Rancho Cucamonga,
County of San Bernardino, California, and is described as follows:
5546 Beryl Street (Heritage Park), Rancho Cucamonga, CA 91730
APN: 1061-631-01
CITY OF RANCHO CUCAMONGA, a
Municipal Corporation, Owner
I hereby certify under penalty of perjury that the
foregoing is true and correct.
DATE
Executed in the City of Rancho Cucamonga,
California
Matt Burris
Acting Public Works Services Director
ATTACHMENT 1
Page 106 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Jason C. Welday, Director of Engineering Services/City Engineer
Brian Sandona, Senior Civil Engineer
SUBJECT:Consideration of Final Maps for Tracts 16072-1 and 16072-2, a Related
Improvement Agreement, and Improvement Securities, Located North of
Wilson Avenue between East Avenue and Etiwanda Avenue, Related to
Case No’s. SUBTT16072. An Environment Impact Report was Certified
for this Project on June 16, 2004. (CITY)
RECOMMENDATION:
Staff recommends that the City Council:
1. Approve the Final Maps for Tract No.’s 16072-1 and 16072-2;
2. Approve the Improvement Agreement for related public improvements and
authorize the Mayor and the City Clerk to sign said Agreements;
3. Accept security in the form of bonds for completion of the related public
improvements; and
4. Approve the plans and specifications for the related public improvements on file
with the City Engineer.
BACKGROUND:
Tentative Tract Map 16072 (Case No. SUBTT16072) was approved for the subdivision and
development of 358 single-family lots ranging in size from approximately 9,000 square feet to 0.5
acres each. The tentative tract map was approved on June 16, 2004 by the City Council via
Resolution No. 04-206 along with certification of the associated Environmental Impact Report.
The 3-year approval period for a tentative map typically begins on the date the map is approved,
but in this case the effective date was arguably deferred until annexation of the subject land into
the City was completed by LAFCO. Several discretionary and legislative extensions of this
tentative map have also been granted over the years and its current expiration date is November
15, 2023. Currently, no further discretionary or legislative extensions are available for the tentative
map. However, the project is a phased subdivision with four total phases and pursuant to the
Subdivision Map Act, Government Code Section 66452.6(a)(1), filing of a final map for each
phase of the subdivision provides a 4-year extension to the expiration date if the subdivider is
required to make certain investments in public improvements.
ANALYSIS:
The applicant, Golden Meadowland, LLC, has submitted Improvement Agreements and
Securities to guarantee the off-site public improvements for the first two phases of Tract 16072 in
the following amounts:
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TR 16072-1:
Faithful Performance Bond No. 7901023874 $5,350,100
Labor and Material Bond No. 7901023848 $5,350,100
TR 16072-2:
Faithful Performance Bond No. 7901023849 $2,922,300
Labor and Material Bond No. 7901023850 $2,922,300
Staff has reviewed the final maps submitted for Tracts 16072-1 and 16072-2 and determined that
they are in substantial conformity with the approved Tentative Tract Map and conditions of
approval. Among these conditions is a requirement to transfer 147.7 acres of off-site land for
permanent open space and habitat preservation or to deposit an equivalent mitigation cost of
$10,000 per developable acre with a City-approved conservation agency. Staff has received
documentation of an agreement between the developer and the Inland Empire Resource
Conservation District accepting the equivalent mitigation cost and satisfying the conservation
condition. Pursuant to Government Code Section 66458(a), approval of timely filed final maps
substantially conforming to the Subdivision Map Act, local subdivision ordinances, and conditions
of approval in effect at the time of the tentative map’s approval is deemed a ministerial action of
the City Council. The City Council’s approval of the subject maps will authorize their recording.
Approval of this item by the City Council would approve Tract Maps 16072-1 and 16072-2 and
allow their recordation.
Environmental Assessment
Pursuant to the California Environmental Quality Act ("CEQA") and the City's local CEQA
Guidelines, the City certified an Environmental Impact Report on June 16, 2004, in
connection with the City's approval of Tentative Tract Map SUBTT16072. Pursuant to
CEQA Guidelines Section 15162, no subsequent or supplemental EIR or Negative
Declaration is required in connection with subsequent discretionary approvals of the
same project unless: (i) substantial changes are proposed to the project that indicate new
or more severe impacts on the environment; (ii) substantial changes have occurred in the
circumstances under which the project was previously reviewed that indicates new or
more severe environmental impacts; or (iii) new important information shows the project
will have new or more severe impacts than previously considered; or (iv) additional
mitigation measures are now feasible to reduce impacts or different mitigation measures
can be imposed to substantially reduce impacts. Furthermore, as a ministerial action, the
City Council’s approval of the two phased final maps is not subject to CEQA.
FISCAL IMPACT:
There are no proposed annexations for this project. The project is within Community Facilities
District (CFD) 2017-01. CFD 2017-01 currently collects $20.00 per acre with a maximum of
$2,548.47 per acre on undeveloped property. Development of the residential lots created by this
action will result in the lots being levied as residential property as identified under the CFD’s Rate
and Method of Apportionment as early as Fiscal Year 2024/25. However, during construction of
the public improvements required for these tracts, the developer will be installing 725 street trees
and 166 streetlights that will be maintained by CFD 2017-01.
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COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This item addressed the City Council's vision for the City by working together cooperatively and
respectfully with property owners and developers to create a vibrant city, rich in opportunity for all
to thrive.
ATTACHMENTS:
Attachment 1 – Vicinity Map
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ATTACHMENT 1
Vicinity Map
NOT TO SCALE
Project Site
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DATE:July 19, 2023
TO:President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Robert Neiuber, Senior Human Resources Director
Lucy Alvarez-Nunez, Management Analyst
SUBJECT:Consideration to Approve a Resolution Adopting a Memorandum of
Understanding Between the Rancho Cucamonga Fire Protection District
and Rancho Cucamonga Firefighters Local 2274 Relative to Wages,
Benefits, and Other Terms and Conditions for the Period of July 2023
through June 30, 2026. (RESOLUTION NO. FD 2023-036) (FIRE)
RECOMMENDATION:
Staff recommends the Fire Board of the Rancho Cucamonga Fire Protection District approve the
attached resolution adopting a memorandum of understanding between the Rancho Cucamonga
Fire Protection District and Rancho Cucamonga Firefighters Local 2274 relative to wages,
benefits, and other terms and conditions for the period of July 2023, through June 30, 2026.
BACKGROUND:
The Rancho Cucamonga Fire Board previously approved a three-year Memorandum of
Understanding (MOU) between the Rancho Cucamonga Fire Protection District (District) and
Firefighters Local 2274, effective August 1, 2019, through June 30, 2023.
In January 2023, the Fire District and Fire Union representatives began negotiations for the
successor MOU.
After meeting and conferring in good faith, the parties reached an agreement in late June
2023. The Firefighters Local 2274 voted to approve the negotiated terms for a three-year (3)
Memorandum of Understanding (MOU).
ANALYSIS:
The negotiated and agreed upon MOU was settled in mutual recognition of the current economic
conditions in the State of California, the ongoing adjustments to CalPERS, the ongoing fiscal
challenges facing all local agencies, and prudent public policy, while balancing the need to
maintain competitive compensation levels. The three-year (3 year) agreement includes:
Cost of Living Adjustment
3.25% effective the first full pay period in July 2023,
2.5% effective the first full pay period in July 2024,
2.5% effective the first full pay period in July 2025.
Equity Adjustments to bring positions within the bargaining unit closer to market
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3.25% effective the first full pay period in October 2023,
2.5% effective the first full pay period in January 2025,
2.5% effective the first full pay period in January 2026.
Classic CalPERS members pick up 1% of compensation earnable via payroll withholding as
cost sharing of the employer contributions required by CalPERS effective the first full pay period
in July 2023.
Effective the first full pay period in July 2025, cost-sharing contributions by Classic CalPERS
members shall fluctuate up or down by the same percentage change that CalPERS may make to
the employee contribution rate of PEPRA members. Thereafter the cost-sharing amount shall
fluctuate at the start of each fiscal year. The amount of Classic CalPERS member cost sharing
shall be capped at a maximum of 3% of compensation earnable and at a minimum of 0%.
Additional Bereavement Leave of 40 hours for 40-hour personnel and 56 hours for shift
personnel when the bereavement leave is related to a close family member or relative.
Change to Natal and Adoption Leave with Pay from 2 days to 120 hours.
Removal of old or outdated MOU language.
This agreement is to be effective the first full pay period in July 2023 or the first full pay period
after the District adoption, whichever is later.
Staff recommends the Fire Board approve the attached resolution adopting the agreed upon
Memorandum of Understanding between the Fire District and Firefighters Local 2274.
FISCAL IMPACT:
The fiscal impact resulting from this agreement has a year one cost of $1,150,840 with an
additional cost of $777,470 in year two and $816,000 in year three.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This item addresses the Council’s core value of working cooperatively and respectfully with one
another, and intentionally embracing and anticipating the future by taking actions to further attract
and retain an exceptional workforce.
ATTACHMENTS:
Attachment 1 - Resolution No. FD 2023-036
Attachment 2 - Memorandum of Understanding
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Resolution No. FD 2023-XXX
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RESOLUTION NO. FD 2023-XXX
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT,
RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE
MEMORANDUM OF UNDERSTANDING BETWEEN THE
DISTRICT AND RANCHO CUCAMONGA FIREFIGHTERS
LOCAL 2274 RELATIVE TO WAGES, BENEFITS AND OTHER
TERMS AND CONDITIONS OF EMPLOYMENT FOR THE
PERIOD OF JULY 2023, THROUGH JUNE 30, 2026
WHEREAS, Representatives of the Rancho Cucamonga Fire Protection District
("District": hereinafter) and the Rancho Cucamonga Firefighters Local 2274 “Fire Union” have met
and conferred pursuant to the provisions of the Meyers-Milias-Brown Act (California Government
Code §3500, et seq.) with regard to terms and conditions of employment; and
WHEREAS, Representatives of the District and Fire Union have agreed upon and
presented to this Board a Memorandum of Understanding pertaining to the Fire Union effective,
July 2023, through June 30, 2026, specifying the results of said meet and confer process; and
WHEREAS, All legal prerequisites to the adoption of this Resolution have occurred; and
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Rancho
Cucamonga Fire Protection District of the City of Rancho Cucamonga that in all respects, as set
forth in the recitals of this Resolution, the attached Memorandum of Understanding entered into
by and between District representatives and the Firefighters Local 2274 for the period July 2023,
through June 30, 2026.
PASSED, APPROVED, AND ADOPTED by the Board of Directors, this 19th day of July
2023.
AYES:Alexander, Michael, Spagnolo, Steinorth, Williams
NOES:None
ABSENT:None
ABSTAINED:None
ATTACHMENT 1
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Fire Union MOU 2023-2026 – RESOLUTION NO. FD 2023-036
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ATTACHMENT 2
MEMORANDUM OF UNDERSTANDING
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
AND
RANCHO CUCAMONGA FIREFIGHTERS’ ASSOCIATION - IAFF LOCAL 2274
2023-2026
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Contents
PREAMBLE................................................................................................................................................4
ARTICLE I RECOGNITION .....................................................................................................................4
ARTICLE II COMPENSATION ................................................................................................................4
§ 1.Survey ............................................................................................................................................4
§ 2.Salary Plan....................................................................................................................................6
§ 3.Work Periods and Overtime .................................................................................................12
§ 4.Uniform Allowance ..................................................................................................................14
§ 5.Employee Group Insurance ..................................................................................................14
§ 6.Retirement Plan ........................................................................................................................16
§ 7.Work-Related Injuries .............................................................................................................20
§ 8.Carpooling ..................................................................................................................................20
§ 9.IRS 125 Plan ...............................................................................................................................20
§ 10.Voluntary Employee Benefit Association ....................................................................21
§ 11.Deferred Compensation .....................................................................................................21
ARTICLE III LEAVES .............................................................................................................................21
§ 1.Holidays.......................................................................................................................................21
§ 2.Vacation Leave ..........................................................................................................................23
§ 3.Sick Leave ..................................................................................................................................24
§ 4.Conversion Factor ...................................................................................................................27
§ 5.Personal Leave .........................................................................................................................27
§ 6.Bereavement Leave .................................................................................................................28
§ 7.Compensatory Time ................................................................................................................28
§ 8.Military .........................................................................................................................................29
§ 9.Jury Duty .....................................................................................................................................30
§ 10.Civil Subpoena/Criminal Subpoena ...............................................................................30
§ 11.Leaves of Absence without Pay ......................................................................................31
§ 12.Association Business .........................................................................................................31
§ 13.Union Leave Bank ................................................................................................................32
§ 14.Natal and Adoption Pay .....................................................................................................33
§ 15.Family and Medical Leave .................................................................................................33
ARTICLE IV GRIEVANCE PROCEDURE ...........................................................................................33
§ 1.Purpose .......................................................................................................................................33
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Fire Union MOU 2023-2026 – RESOLUTION NO. FD 2023-036
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§ 2.Objectives ...................................................................................................................................34
§ 3.General Provisions ..................................................................................................................34
§ 4.Informal Grievance Procedure.............................................................................................35
§ 5.Formal Grievance Procedure ...............................................................................................35
ARTICLE V DISCIPLINE........................................................................................................................37
ARTICLE VI SAFETY .............................................................................................................................37
§ 1.Compliance ................................................................................................................................37
§ 2.No Discrimination ....................................................................................................................37
§ 3.Safety Equipment .....................................................................................................................37
§ 4.Employee Responsibility .......................................................................................................37
§ 5.Minimum Staffing .....................................................................................................................38
§ 6.Smoking Policy .........................................................................................................................38
§ 7.Weather Related Mandatory Recall ....................................................................................38
ARTICLE VII MANAGEMENT RIGHTS ...............................................................................................39
§ 1.Scope of Rights ........................................................................................................................39
§ 1.Emergency Conditions ...........................................................................................................40
ARTICLE VIII MAINTENANCE OF BENEFITS ..................................................................................40
ARTICLE IX APPROVAL BY THE BOARD OF DIRECTORS ........................................................41
ARTICLE X PROVISIONS OF LAW ....................................................................................................41
ARTICLE XI TERM..................................................................................................................................42
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PREAMBLE
This Memorandum of Understanding (“MOU” hereinafter) is made and entered into by and
between the Rancho Cucamonga Fire Protection District (“District” hereinafter), and the
Rancho Cucamonga Firefighters’ Association - IAFF Local 2274 (“Union” hereinafter). The
terms and conditions contained in this MOU are applicable to all full-time employees within
this unit and contain the complete results of negotiations concerning wages, hours and other
terms and conditions of employment for said employees represented herein.
ARTICLE I RECOGNITION
Pursuant to the provisions of existing rules and regulations and applicable State law, District
hereby acknowledges the Union as the exclusive recognized employee organization for the
representation unit, which includes non-management safety employees of the District, who
are employed on a full-time basis.
ARTICLE II COMPENSATION
§ 1.Survey
District will conduct a survey in accordance with the elements and procedures
provided below.
A. Timing: The survey will be completed and available for review by District and Union
no later than December 1 of the year prior to MOU expiration unless mutually agreed
otherwise by the parties. Survey data will be those compensation amounts known and
in effect as of the December 1 survey date. In the event a survey agency has a MOU
that extends beyond the end of the fiscal year during which the survey is performed,
the survey elements known and scheduled to be in force as of the following July will
also be surveyed and included in the total compensation survey by the December 1
date.
B. Survey Agencies: (1) Chino Valley Fire District, (2) City of West Covina, (3) City of
Riverside, (4) City of Pasadena, (5) City of Ontario, (6) City of Corona.
C. Survey Elements:
1. Top step base pay for Firefighter, Engineer, and Captain;
2. Emergency Medical Technician pay or stipend;
3. Paramedic pay or stipend;
4. Agency pick-up of member contributions to the Public Employees’ Retirement
System (“PERS”); employer contribution to PERS, net of any employee cost-
sharing;
5. Uniform Pay;
6. Employer Contribution to 401(a) Plan;
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7. Maximum employer contribution to Voluntary Employee Benefit Association
(VEBA). For the purposes of the survey, this benefit will be reflected as a fringe
benefit under MSA;
8. Maximum employer contribution to medical, dental, vision and long-term disability
plans for new employees; and
9. Any other incentive or premium that 50% or more of the individuals given in a
classification at an agency are eligible to receive, if it is also provided by 4 or more
of the survey agencies, exclusive to the District.
An individual is “eligible to receive” an incentive or premium if that individual can
receive the item upon satisfaction of specified conditions (if any), without limits as
to the number of individuals who can receive the incentive. For example, if a
specialized training incentive is available to each individual who achieves the
specific technical qualifications, the individual is “eligible to receive” that incentive
even if he or she has not yet attained the technical certification that is required to
actually receive it. Conversely, if a department offers a premium that requires
training but only grants that premium to a limited number of individuals or only to
individuals in a certain limited number of assignments, the number of individuals
above the limit are not eligible to receive the premium. In those instances, the
stipends may be reviewed and discussed on an individual basis.
D. Survey Procedures and Users:
Any survey element that is expressed as a percent of salary will be converted to a
dollar amount using the top step base pay for the classification and agency involved.
Multi-tiered survey elements involving medical benefits or other health and welfare
benefits will be surveyed based on the compensation provided to new employees for
that element. If applicable, other multi-tiered incentives will be surveyed at the highest
amount of incentive pay obtainable, so long as the thresholds in Item C.7 are met. For
comparison purposes in determining a market average, the high and low (of those that
receive any given benefit) will be dropped for each salary element, except base salary,
where all survey agencies will be used. After dropping the high and low agency, the
mean average for the applicable survey element will be calculated. The resulting
average numbers for each survey element will be added together to determine a
cumulative average total compensation. The results may be used for comparison
purposes in negotiations involving future compensation adjustments. There is no
obligation to implement and salary element or to make any compensation adjustment
based on the survey results and the parties acknowledge that other factors, including
revenue, staffing, PERS contributions and other post-employment benefit (“OPEB”)
costs play a significant factor in the ability of the District to implement any survey
element.
Example:
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1. Look at a particular benefit at the maximum level achievable (in this example
highlighted in yellow for each city):
Chino Valley Fire District 7%
City of West Covina Benefit X – 3% or 5%
City of Riverside Benefit X – 5%; 10% or 15%
City of Pasadena Benefit X – 3% or 6%
City of Ontario N/A
City of Corona Benefit X – 2%
2. Drop high (Riverside 15%) and low (Corona 2%) from among the four agencies
that offer the benefit.
3. Average remaining three cities [(CVFD 7% +W.C 5% + Pasadena 6%) =6%].
4. Thus, Benefit X for market comparison purposes is assumed to be 6%.
§ 2.Salary Plan
A. Salary Adjustment
All bargaining unit members shall receive a cost-of-living adjustment according to the
following schedule:
3.25% effective the first full pay period in July 2023
2.5% effective the first full pay period in July 2024
2.5% effective the first full pay period in July 2025
All bargaining unit members shall receive an equity adjustment according to the
following schedule:
3.25% effective the first full pay period in October 2023
2.5% effective the first full pay period in January 2025
2.5% effective the first full pay period in January 2026
B. Salary Ranges
The base salary ranges for all classes in the bargaining units shall consist of five (5)
steps, labeled A through E, with approximately five percent (5%) between each step.
All stipends will be set at Step E. Advancement between steps requires a satisfactory
or higher annual performance evaluation. No employee shall receive more than one
step increase in a 12-month period unless granted for outstanding achievement
pursuant to Section 2(G) below. Placement within the range shall be in accordance
with the following:
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1. Salary on appointment
New employees shall be compensated at Step “A” of the salary range to which their
class is allocated. If unusual recruitment difficulties are encountered or a candidate is
exceptionally well qualified, appointment at a higher step in the salary range may be
authorized by the Fire Chief.
2. Merit Salary Adjustments
Advancement within a salary range shall not be automatic but shall be based upon job
performance and granted only on the recommendation of the employee’s supervisor
and approval of the Fire Chief. Employees shall be considered for merit salary
increases in accordance with the following:
a. Employees who are placed at Step A upon original employment, reinstatement, or
promotion are eligible for a merit salary review after six (6) months of service.
Subsequent merit salary review dates shall fall upon the completion of twelve (12)
month service intervals.
b. Employees who are placed at Step B or above upon original employment,
reinstatement, or promotion shall be eligible for a merit salary review after six
months of service. Subsequent review dates shall fall upon the completion of
twelve (12) month service intervals.
c. The granting of an official leave of absence of more than thirty (30) continuous
calendar days, other than military leave, shall cause the employee’s merit salary
review date to be extended the number of calendar days he or she was on leave.
d. If, in the supervisor’s judgement, the employee’s performance does not justify a
salary increase on the review date, the employee shall be reevaluated before the
expiration of six (6) months dating from the employee’s review date. If the period
of postponement exceeds three (3) months and the employee receives a salary
increase, the employee shall be assigned a new review date based on the date
the increase was granted.
e. Authorized salary step increases shall become effective at the beginning of the
pay period nearest the employee’s review date.
f. Should an employee’s review date be overlooked, and upon discovery of the error,
the employee is recommended for a salary increase, the employee shall receive a
supplemental payment compensating him or her for the additional he or she would
have received had the increase been granted at the appropriate time.
g. The normal merit salary increase shall be one (1) step granted in accordance with
the preceding. However, to reward outstanding achievement and performance, the
Fire Chief may grant one (1) additional step increase not to exceed one (1) step in
any given six (6) month period.
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h. In order to address a situation where application of this section would result in the
inequitable treatment of employees and upon the recommendation of the Fire
Chief and approval of the Board, an employee may be placed at any step in the
salary range for his or her class.
3. Salary on Promotion
An employee, who is promoted to a position in a class with a higher salary range than
the class in which he or she formerly occupied a position, shall receive the nearest
higher monthly salary in the higher salary range that would constitute a minimum of
five percent (5%) salary increase over his or her base salary rate, provided that no
employee may receive a rate in excess of Step E of the promotional class. If the
promotion occurs within sixty (60) days of a scheduled merit salary review date, the
employee shall receive the merit increase (if otherwise entitled to it) and the
promotional increase concurrently. The employee shall be given a new merit salary
review date for purposes of future salary step advancement. The new date shall be
based upon the effective date of promotion.
4. Salary on Demotion
An employee who is demoted to a position in a class with a lower salary range shall
receive a new merit salary review date based upon the effective date of the demotion
and receive a salary in accordance with the following:
a. Disciplinary demotion – any designated salary step in the lower salary range which
will result in the employee’s receiving at least a five (5) percent reduction in pay.
b. Non-disciplinary demotion – that salary step he or she would have received in the
lower class if his or her services had been continuous in said lower class.
5. Salary on Transfer
An employee who is transferred from one position to another in the same class or to
another position in a similar class having the same salary range shall receive the same
step in the salary range previously received and the merit salary review date shall not
change.
6. Salary on Position Reclassification
When an employee’s position is reclassified and the employee is appointed to the
position, salary shall be determined as follows:
a. If the position is reclassified to a class with a higher salary range than the former
class, salary and merit salary review date shall be set in the same manner as if he
or she had been promoted.
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b. If the salary of the employee is the same or less than the maximum of the salary
range of the new class and the salary range of the new class is the same as the
previous class, the salary and merit salary review date will not change.
c. If the salary of the employee is greater than the maximum of the range of the new
class, the salary of the employee shall be designated as a “Y-rate” and shall not
change during continuous regular service until the maximum of the salary range to
which the class is assigned exceeds the salary of the employee.
7. Salary on Re-Employment
An employee recalled after a layoff shall receive the same salary step in the range of
the class which he or she was receiving upon layoff.
8. Salary on Rehire
Upon rehire, an employee shall be placed at such salary step as may be
recommended by the Supervisor and approved by the Fire Chief. The employee’s
merit salary review date shall be based on the date of rehire.
9. Acting Pay
Acting pay shall be one (1) step, approximately five percent (5%), above the affected
employee’s base salary rate. To receive acting pay the employee must:
a. Be formally assigned only doing the duties appropriate to the higher class.
b. Subject to D below, at least fifteen (15) consecutive workdays, five (5) shifts for
employees working twenty-four (24) hour shifts. Acting pay will be paid beginning
with the sixteenth (16th) consecutive day worked in an acting capacity, sixth (6th)
shift for employees working twenty-four (24) hour shifts.
c. Subject to D below, if an employee is deployed on an assignment in a higher-class
acting position, and that deployment/assignment extends past 120 hours, the
acting employee will receive (1) step, approximately 5%, above his/her base salary
rate for the entire deployment/assignment.
d. In any instance where it is reasonably anticipated at the commencement of the
acting assignment that the assignment is likely to extend beyond fifteen (15)
consecutive workdays or five (5) shifts, the described five percent (5%) acting pay
shall commence being earned from the first day/shift of the acting assignment.
10.Salary on Change in Range Assignment
When a class is reassigned to either a higher or lower salary range by the Board, the
salary of each incumbent in such a class on the date the reassignment is effective
shall be adjusted to the step he or she was receiving in the former range.
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11.Premium Pay Haz-Mat
The number of personnel maintained on the Haz-Mat team is determined by the
District. Personnel on the team must maintain their state certification, membership in
the West End Hazardous Assistance Team, attend reasonable training sessions
deemed necessary by the District, and agree to remain members of the District’s Haz-
Mat Team for a period of 2 years unless removed earlier by the District. Training to
maintain status on the team shall be at the District’s expense. Members who meet the
above requirements shall be compensated for their involvement by being paid a dollar
amount equal to five percent (5%) of Step E of the Fire Engineer class.
12.Bilingual Compensation
Bargaining Unit members who qualify for bilingual pay shall be compensated at the
rate of seventy-five dollars ($75.00) per month. Employees must pass an examination
demonstrating their proficiency in the Spanish, Chinese, or Japanese languages.
13.Paramedic Compensation
Regardless of the classification of unit members who are eligible for paramedic
compensation, said compensation shall be the equivalent of 13.92% per month of Step
E of the base salary of the Engineer Classification.
Paramedic pay differential may be authorized for any of the company ranks of
Firefighter, Fire Engineer or Fire Captain. Effective for employees hired after January
1, 2015, the paramedic pay differential may not be continued upon promotion
according to District need and the discretion of the Fire Chief.
14.Field Training Officer
The District agrees to provide a stipend that is equivalent to 9.3% percent of Step E
of the Fire Captain class, to the Field Training Officer position, or employee who is
charged with these duties.
15.Technical Rescue
The number of personnel maintained on the Technical Rescue team is determined by
the District. Personnel on the team must maintain all required certifications and attend
reasonable training sessions deemed necessary by the District and agree to remain
members of the District’s Technical Rescue Team for a period of 2 years, unless
removed earlier by the District. Training to maintain status on the team shall be at the
District’s expense. Members who meet the above requirements shall be compensated
for their involvement by being paid a dollar amount equal to 5% per month of Step E
of the Fire Engineer class.
16.Terrorism Liaison Officer Pay
The District has determined there is a need to provide premium pay for the position of
Terrorism Liaison Officer for Homeland Security reasons. This premium is being
provided for the Safety Officer Training/Coordinator work for which they are
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responsible. The Terrorism Liaison Officers will routinely and consistently instruct
personnel in safety procedures and department standard operating guidelines based
on current threats and anticipated modes of attack. The number of personnel receiving
Terrorism Liaison Officer’s pay shall be determined by the District, but for the term of
this MOU shall be a maximum of three (3) Firefighters. Personnel on the team must
maintain all required certifications and attend reasonable training sessions deemed
necessary by the District and agree to remain Terrorism Liaison Officers for a period
of 2 years, unless removed earlier by the District. Training to maintain status on the
team shall be at the District’s expense. Members who meet the above requirements
shall be compensated for their involvement by being paid a dollar amount equal to
2.5% per month of Step E of the Fire Engineer class.
17.Education Incentive
The District shall provide to employees an educational incentive equal to the following:
Bachelor of Arts/Bachelor of Science or Fire Officer Certification =$317/month
Master of Arts/Master of Science or Chief Officer Certification =$475/month
Eligibility for the above-mentioned education incentive requires proof of graduation
and receipt of degree from a college or university that is accredited by a national
recognized accrediting agency approved by the United States Secretary of Education
and found on the United States Department of Education website.
Compliance with the Fire Officer/Chief Officer certification requires proof of
satisfactory completion (C or better or “pass” in a pass/fail class) of all required classes
for the Certification Track currently authorized and approved by the California State
Fire Marshall for Fire Officer or Chief Officer. Degrees earned online shall be
accompanied by a declaration under penalty of perjury that the subject employee
personally performed all requirements for issuance of the degree. The Fire Chief’s
determination regarding eligibility for an education incentive shall be final.
The above-mentioned education incentives shall be non-cumulative, meaning that an
employee who meets the highest recognized education incentive, which would be the
Master of Arts/Master of Science or Chief Officer Certification, shall receive only one
incentive pay regardless of whether they have also met the lower recognized
education incentive also. Neither shall an employee receive education incentive pay
or both a degree and a certification.
18.Stipend/Premium Pay Limitation
No employees shall be eligible to collect more than two (2) simultaneous
stipend/premium pay incentives of the following list:
•Hazardous Materials
•Paramedic
•Technical Rescue
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•Terrorism Liaison Officer
§ 3.Work Periods and Overtime
A. Work Periods
1. Employees assigned to 24-hour shifts shall work a Kelly Schedule that consists of
a 24-day rotation pursuant to section 207(k) of the Fair Labor Standards Act
(FLSA) as follows:
SUN MON TUES WED THURS FRI SAT
On Off On Off On Off On
Off Off Off Off On Off On
Off On Off On Off Off Off
Off Off Off
2. The pay period for shift personnel is 14 days. Overtime is paid for time worked in
excess of one hundred six (106) hours in the pay period.
3. The work period for forty (40) hour personnel is seven (7) days with overtime
being time worked in excess of forty (40) hours in the period.
4. Pursuant to Section 7(k) of the Fair Labor Standards Act (FLSA), newly hired,
trainee firefighters who are students at the RCFD Fire Academy shall work a 48-
hour per week schedule, inclusive of a paid meal period and breaks.
B. Work Shifts
1. All twenty-four (24) hour work shifts begin at 0800 and end at 0800 the following
day, twenty-four (24) hours thereafter.
2. Personnel assigned to a forty (40) hour schedule shall work Monday through
Thursday from 0700 to 1800 inclusive of paid breaks and unpaid sixty (60) minute
meal period. Employees who experience hardship due to childcare issues, may
request alteration of their schedule by taking a ½ hour lunch and arriving at work
½ hour late or leaving work ½ hour early. Additionally, employees who carpool at
60% of the pay period and 60% of the distance into their assigned workplace are
eligible to leave ½ hour early from work or arrive ½ hour late.
C. Flex Time
1. The work schedules of employees assigned to other than fire suppression are
subject to change depending on needs of the service or desires of the concerned
employee(s) (see item 3).
2. The District shall not change work schedules when the sole purpose of the change
is to avoid payment of time and one-half for overtime. This however, is not to be
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interpreted as preventing a schedule change upon the mutual agreement of the
District and affected employee.
3. Employees may request schedule changes to address personal interests.
Whenever possible such requests will be accommodated, provided however, that
needs of the service as determined by the District will take precedence over
employee preferences.
4. The District will not affect schedule changes but for good and sufficient cause.
D. Overtime Pay
1. The rate of pay for overtime hours worked shall be at the rate of time and one-half
(1.5) the regular rate of pay, for those employees eligible for overtime.
2. For purposes of computing overtime pay under the Fair Labor Standards Act,
military leave shall not be considered hours worked. Holiday, vacation, sick, and
injury leaves as well as time spent in a criminal or civil proceeding pursuant to a
subpoena issued in connection with the employee’s employment with the District
shall be considered as hours worked for purposes of computing overtime.
3. For the purposes of this section, work time shall not include traveling to and from
the normal work site.
4. Employees required (held over) to work more than fifteen (15) minutes overtime
shall be compensated for a minimum of one (1) hour. Any overtime worked in
excess of one (1) hour will be paid in half hour increments. Provisions shall be
made for an equitable distribution of overtime, consistent with efficient operations
of the District.
5. Employees may be subject to recall to be placed on overtime to fill vacancies
created by District wide training programs of a class wide nature. Employees must
receive at least two (2) weeks’ notice of recall.
E. Call Back
A unit employee called back to work during off-duty hours shall be paid at time and
one-half (1.5) the employees’ regular rate of pay with a minimum of two (2) hours for
each such call back. Work shall be paid in half hour increments (work over fifteen (15)
minutes constitutes one half hour). This section not to be interpreted as requiring said
minimum in the event of an extend workday or when the employee begins his or her
regular work shift before the normal starting time.
§ 4.Uniform Allowance
A. The District shall provide four (4) sets of work uniforms for each employee who is
required to wear a uniform prior to his or her start date. The value of these initial
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uniforms provided shall be reported to CalPERS as compensation in accordance
with applicable CalPERS requirements. Suppression members must buy their own
Class A uniforms at the completion of probation.
B. The District shall pay each employee a uniform allowance of $1,302 annually in
July.
§ 5.Employee Group Insurance
District agrees to provide group insurance plans in accordance with the following, and
in accordance with Resolution FD 08-013, which is incorporated into this MOU by
reference:
A.Health Insurance
1.District will provide medical insurance through the State of California Public
Employee’s Medical and Hospital Care Program (PEMHCA).
2.District shall provide fully paid employee and family health insurance for all
existing full-time and retired employees as of November 17, 1994. Such health
benefits are vested for all full-time continuous and retired employees as of
November 17, 1994.
3.District shall provide paid employee and family health insurance for all full-time
employees hired after November 17, 1994, at the monthly amount equal to the
average eligible “Public Employees Medical and Hospital Care Program”
(PEMHCA) medical rates available to active Local 2274 members covering
San Bernardino County. The monthly contribution amount averages will be
calculated annually during the open enrollment period with changes going into
effect when the new rates go into effect.
4.All new full-time employees hired after November 17, 1994, shall be
responsible for paying their premiums for medical insurance through the State
of California Public Employees Medical and Hospital Care Program, upon
retirement.
5.Cash Compensation in lieu of medical benefits in the amounts of $200.00 for
single employees or $300.00 for employee’s dependents, may be provided to
those employees that can provide the following: (1) proof that the employee
and all individuals for whom the employee intends to claim a personal
exemption deduction for the taxable year or years that begin or end in or with
the District’s plan year to which the opt out applies (“tax family”), have or will
have minimum essential coverage through another source (other than
coverage in the individual market, whether or not obtained through Covered
California) for the plan year to which the opt out arrangement applies (“opt out
period”); and (2) the employee must sign an attestation that the employee and
his/her tax family have or will have such minimum essential coverage for the
opt out period. An employee must provide the attestation every plan year at
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open enrollment, within 60 days of the date of hire, or within 30 days after the
start of the plan year. The opt-out payment cannot be made and the District
will not in fact make payment if the employer knows that the employee or tax
family member doesn’t have such alternative coverage, or if the conditions in
this paragraph are not otherwise satisfied. Selection of compensation shall be
at the employee’s discretion. The employee may re-enter the Districts health
plan at any time.
6.Affordable Care Act (ACA) Reopener. The District may reopen negotiations on
the issue of health insurance benefits to address changes to or the elimination
of the ACA and in order to avoid penalties or taxes under the ACA or other
statutory scheme that may result from an interpretation of the ACA or other
statutory scheme by the Internal Revenue Service or other federal agency
(including, but not limited to, a revenue ruling, regulation or other guidance) or
state agency, or a ruling by a court of competent jurisdiction. These
negotiations will not result in a reduction in the amount the District provides for
employee health coverage.
B.Dental Insurance
District shall continue to provide fully paid employee and family dental insurance
plan for all full-time employees.
C.Vision Insurance
The District shall continue to provide vision care coverage for all full-time
employees.
D.Life Insurance
All full-time employees shall be provided a term life insurance policy of $50,000, paid
by District.
§ 6.Retirement Plan
A. Benefits
District is enrolled in the State of California Public Employee’s Retirement System.
Except as described herein, all benefits provided District employees under the
District’s Plan are paid by the District. Present benefits for public safety employees
include the following:
1. Tier 1 - Employees hired prior to July 1, 2011:
§ 21362.2 3% at 50 Full Formula
§ 21574 4th Level 1959 Survivor
§ 20042 1 Year Final Compensation
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Employees pay 9% of the normal CalPERS member contribution.
2. Tier 2 - Employees hired on or after 7/1/11 and through 12/31/12, and Classic
PERS members, as defined by PERS, who are hired on or after January 1,
2013:
§ 21363.3 3% at 55 Full Formula
§ 21574 4th Level 1959 Survivor
§ 20037 3 Year Final Compensation
Employees pay 9% of the normal CalPERS member contribution.
3. Employees who are New PERS Members, as defined by PERS, who are hired on
or after January 1, 2013:
Employees are classified as New Members of PERS when they meet the definition
of a "new member" for purposes of retirement pension benefits pursuant to the
Public Employees’ Pension Reform Act of 2013. Generally, this includes
employees that were hired into a regular position on or after January 1, 2013, or
former PERS members who have more than a six-month break in service.
CalPERS ultimately determines who is a new member in compliance with the law.
Employees who are classified as New Members shall be eligible for the 2.7% at
57 Formula, 3-year final compensation average.
The employee contribution for new members shall be one-half the normal cost, as
determined by CalPERS. As of the effective date of this MOU, the required
employee contribution for new members is 11.5% of reportable compensation.
This amount will be adjusted periodically by CalPERS, and the District employee
contribution adjusted accordingly per state statute.
The District has adopted a resolution providing that all employee CalPERS
contributions shall be deducted on a pre-tax basis per IRC 414(h)(2).
It is understood that all contributions paid by the employee as described in Parts 1
through 2 above shall be calculated based upon the pay rate (i.e. full base salary
of the employee), plus any additional special compensation, including any
Employer Paid Member Contributions (EPMC), and as described above in Part 3
above, on the pensionable compensation as defined in the California Public
Employee’s Pension Reform Act of 2013 (”PEPRA”).
The District adopted a resolution providing that all employee CalPERS
contributions shall be deducted on a pre-tax basis to the extent permitted by law
or IRS regulation. All employee payments of the employer share are done pursuant
to Government Code Section 20516(f).
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B. Military Service Buy-Back
District provides for employees to buy back military service credit at the employee’s
own expense pursuant to PERS regulations.
C. CalPERS Cost Sharing – (Classic Members)
Effective the first full pay period in July 2023, Classic CalPERS members contribute
1% of compensation earnable via payroll withholding as cost sharing of the employer
contributions required by CalPERS. The cost sharing contributions shall be made
pursuant to Government Code section 20516(f).
Effective the first full pay period in July 2025, cost sharing contributions by Classic
CalPERS members shall fluctuate up or down by the same percentage change that
CalPERS may make, from time to time, to the employee contribution rate of PEPRA
members. Any modification to the Classic member cost sharing rate would occur, if at
all, with the first full pay period starting in July 2025, and would be based on the
CalPERS valuation for the fiscal year 2025-2026. The Classic member cost-sharing
amount shall fluctuate at the start of each subsequent fiscal year based on changes
to the PEPRA rate set out in the CalPERS valuation for that fiscal year. The amount
of Classic member cost sharing shall be capped at a maximum of 3% of compensation
earnable and at a minimum of 0%. For example, if the CalPERS valuation for the fiscal
year 2025-2026 requires an increase in PEPRA member contributions of .25%, the
Classic member cost sharing shall increase from 1% to 1.25% of compensation
earnable. The cost-sharing contributions shall be made pursuant to Government Code
section 20516(f).
This in no way affects the employee share of 9% that Classic employees contribute
towards the cost of their retirement or the amount that PEPRA members contribute
towards the employer/member share that is set by CalPERS.
§ 7.Work Related Injuries
All unit employees are entitled to full salary and benefits when they sustain an on-the-
job work-related injury for up to one (1) year. (See: California Labor Code §4850 for
provisions). Although §4850 covers only safety personnel, District is extending this
same benefit to non-safety employees. Temporary disability payments received during
any injury period shall be returned to District.
§ 8.Carpooling
Those employees participating in a carpool during going to and from their residence
and work site shall not be in receipt of a reduced workday. Rather, those employees
participating in a “carpool” shall be accorded the following benefit:
Eligible carpool employees shall be regular, full-time employees who voluntarily
participate in and file a “rideshare application agreement”.
Eligibility for ride-share related benefits is conditioned upon:
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1. Each affected regular and full-time employee shall ride-share with another
person(s) in a car or vanpool.
2. In the alternative, each affected regular and full-time employee shall drive to and
from work other than in an automobile. For example, such transportation may
include a bicycle, public transportation, or walking.
3. Eligibility for rideshare benefits shall be conditioned upon 1) the regular and full-
time employee participating 60% of the total workdays during a given month, 2)
ride-sharing for at least 60% of the commute distance, and 3) ride-sharing between
the hours of 6 and 10 a.m. of the employee’s scheduled work shift.
Individuals meeting the above qualifications shall earn $2 for every day that the
employee rideshares, paid at the end of each quarter. Further, the City is desirous
of devising some type of “drawing” to provide a singular person on a monthly basis
with an item of value in recognition of ridesharing.
§ 9.IRS 125 Plan
District shall implement authorized pre-tax payroll deduction of out-of-pocket medical
contribution premiums. Said pre-tax payroll deduction shall not only be used for the
purpose of paying the difference between the amount of District funded premiums for
District-provided health insurance plans, and the amount of out-of-pocket premium
payments borne by the employee regarding District-provided plans.
§ 10.Voluntary Employee Benefit Association
The City has established a Voluntary Employee Benefit Association (VEBA) through
the California Government Voluntary Employee Benefit Association to assist
employees with planning for future healthcare expenses. Represented employees are
allowed a one-time election to opt into the plan. Represented employees shall be
eligible to participate in the plan according to a schedule to be established as an
addendum to this MOU.
Contributions to the Plan shall be made as District contributions through a salary
reduction arrangement and are made on a pre-tax basis in accordance with IRS
provisions. The District will contribute 2% of base salary per pay period. Example: a
biweekly base pay of $2,000 equals a biweekly contribution of $40. At the discretion
of the Union, employee contributions may be amended once per year provided that
such amendment is permitted by IRS regulations and in conformity with the Plan
Document.
§ 11.Deferred Compensation
1. 457 Plan
Effective the first full pay period in August 2019, bargaining unit members may
continue to contribute to the 457 plan, however; the Fire District will no longer
match contributions.
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2. 401(a) Plan
Effective the first full pay period in August 2019, the Fire District will establish and
contribute 2% of base salary per pay period.
ARTICLE III LEAVES
§ 1.Holidays
A. Employees shall accrue holiday time as follows:
Type of
Personnel
Per
Holiday Annually
Maximum
Accrual
Shift Personnel (56-
hour work schedule)
12 hours 168 hours 216 hours
40-hour Personnel 10 hours 140 hours 180 hours
B. Holidays are those days which District designates as observed holidays. Holiday
leave is a right, earned as a condition of employment, to a leave of absence with
pay. The holidays designated by District for the term of this contract are as follows:
40 Hour Personnel
July 4 Independence Day
September Labor Day (1st Monday)
November 11 Veterans Day
November Thanksgiving (4th Thursday)
November The day following Thanksgiving
December 24 The day preceding Christmas
December 25 Christmas
January 1 New Years Day
January Martin Luther King's Birthday (3rd Monday)
February President's Day (3rd Monday)
May Memorial Day (last Monday)
Three (3) discretionary (floating) days may be taken by an employee at his or her
convenience, subject to approval by the supervisor. The thirty (30) hours for the three
(3) floating holidays shall be credited to the employee at the start of pay period No. 1
of each fiscal year. Whenever a holiday falls on a Sunday, the following Monday shall
be observed as a holiday. Whenever a holiday falls on a Friday or Saturday, the
preceding Thursday shall be observed as the holiday.
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56 Hour Personnel
July 4 Independence Day
September Labor Day (1st Monday)
September Admissions Day
October 12 Columbus Day
November 11 Veterans Day
November Thanksgiving (4th Thursday)
November The day following Thanksgiving
December 24 The day preceding Christmas
December 25 Christmas
January 1 New Years Day
January Martin Luther King's Birthday (3rd Monday)
February 12 Lincoln’s Birthday
February 22 Washington’s Birthday
May Memorial Day (last Monday)
C. No District employee will be allowed to exceed the maximum accrual at any time.
As excess holiday time is earned, it must either be taken as time off or be paid to
the employee by District.
D. Holiday time shall be accrued annually beginning with the first pay period of the
fiscal year within the pay period which it occurs. Beginning in calendar year 2022.
the two December holidays will accrue on November 30 of each year.
1. Beginning December 1, 2021, and annually thereafter, any employee that
wants to have the District buy back holiday hours shall make an irrevocable
election to do so. The irrevocable election shall be submitted in writing to the
City’s Human resources Department on or before December 15 and shall
indicate the number of hours of holiday that the employee expects to earn in
the following calendar year that the employee wants the District to buy back in
December (between first and second pay period). Regardless of the number of
hours requested to be cashed out, the most the District can cash out is the
number of hours accrued and available in that calendar year to date.
2. Holidays may be used as scheduled time off with the approval of the
Supervisor.
E. District employees will be advised in writing, within the pay period prior to the time
that maximum holiday accrual is reached or that they are approaching their
maximum accrual.
F. Any employee who is on vacation or sick leave when a holiday occurs will not have
that holiday charged against his or her vacation or sick leave.
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G. Forty (40) hour personnel who obtain prior approval from their immediate
supervisor to work a holiday will be allowed to bank that holiday at straight time. If
a 40-hour employee who is eligible to receive overtime compensation is recalled
to work on a holiday, that holiday will be banked at time and a half (1.5) for the
number of hours actually worked that day.
§ 2.Vacation Leave
A. Vacation Leave is a right to a leave of absence with pay. It is earned as a condition
of employment.
All full-time employees shall, with continuous service, accrue working days of
vacation monthly according to the following schedule:
40-hour Personnel
Years of
Completed Service
Annual
Accrual
Maximum
Accrual
Pay Period
Accrual Rates
1-3 years 85.72 hours 192.0 3.297
4-7 years 128.57 hours 272.0 4.945
8-10 years 171.43 hours 353.0 6.593
11-14 years 188.58 hours 353.0 7.253
15-19 years 205.72 hours 353.0 7.912
20-24 years 222.86 hours 353.0 8.572
25+ years 240.00 hours 353.0 9.231
Shift Personnel
Years of
Completed Service
Annual
Accrual
Maximum
Accrual
Pay Period
Accrual Rates
1-3 years 120 hours/5 shifts 288.0 4.615
4-7 years 180 hours/7.5 shifts 408.0 6.923
8-10 years 240 hours/10 shifts 528.0 9.231
11-14 years 264 hours/11 shifts 528.0 10.154
15-19 years 288 hours/12 shifts 528.0 11.077
20-24 years 312 hours/ 13 shifts 528.0 12.002
25+ years 336 hours/14 shifts 528.0 12.923
B. An employee who, as of July 1 of any given year, has completed 10,15, 20 or 25
years of service shall receive a onetime credit of 24 hours of vacation in addition
to the employee’s annual accrual of vacation, if a shift employee, or 10 hours, if a
40-hour employee. The employee shall, beginning the 11th, 16th, 21st, and 26th year,
resume accruing vacation at the appropriate pay period accrual rate.
C. The District will notify employees, in writing, within the pay period prior to the time
that maximum vacation accrual will be reached that the accrual is approaching that
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maximum. The employee will then be required to (1) schedule time off or, (2)
receive pay in lieu of time off so as to not exceed the maximum accrual.
D. Any full-time employee who is out about to terminate employment and has earned
vacation time to his or her credit, shall be paid for such vacation time on the
effective date of such termination. When separation is caused by death of an
employee, payment shall be made to the estate of such employee.
§ 3.Sick Leave
Sick leave is the authorized absence from duty of an employee because of physical
or mental illness, injury, pregnancy, confirmed exposure to a serious contagious
disease, or for a medical, optical, or dental appointment.
A. Accrual
All unit employees shall accrue sick leave as follows:
Personnel Monthly Annual Accrual Max. Accrual
40-hour Personnel 10 hours 120 hours No limit
Shift Personnel 12 hours
(1/2 shift)
144 hours
(6 shifts)
No limit
B. Use
1. Sick Leave with pay may be used for:
a. Any bona fide illness or injury.
b. Quarantine due to exposure to contagious disease.
c. Any treatment or examination included to, but not limited to, medical, dental,
eye, or psychiatric examinations.
d. Not more than twelve (12) days for 40-hour employees or six (6) shifts for
shift personnel of sick leave each calendar year in case an employee’s
presence is required elsewhere because of sickness, disability, or childbirth
of a member of his/her immediate family, as defined in District Personnel
Rules.
2. Types of Sick Leave Use
a. Personal Sick Leave
Employees can use sick leave for personal illness, injury, a health-related
reason (such as the diagnosis, care or treatment of a health condition), or
preventive care.
b. Family Sick Leave
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Employees can use sick leave for the illness or injury of a health-related
reason (such as the diagnosis, care or treatment of a health condition), or
preventive care of a qualified family member.
For the purpose of Family Sick Leave, a qualified member means the
employee's: child (includes any age or dependency status, or for whom the
employee is a legal ward or stands in loco parentis), parent (includes
person who stood in loco parentis of the employee as a child), parent-in-
law, spouse, registered domestic partner, grandparent, grandparent-in-law,
great-grandparent, great-grandparent-in- law, grandchild, great-grandchild,
or sibling.
c. Other Statutory Use
Sick leave can be used to cover an absence for an employee who is victim
of domestic violence, sexual assault, or stalking to:
1. Obtain or attempt to obtain a temporary restraining order or other court
assistance to help ensure the health, safety, or welfare of the employee
or their child(ren).
2. Obtain medical attention or psychological counseling; services from a
shelter; program or crisis center; or participate in safety planning or
other actions to increase safety.
3. No employee shall be entitled to sick leave with pay while absent form duty for
the following causes:
a. Disability arising from sickness or injury purposely self-inflicted or caused
by his or her own willful misconduct.
b. Sickness or disability sustained while on leave of absence.
4. Sick leave shall not be used in lieu of or in addition to vacation.
C. The Fire Chief reserves the right to require evidence in the form of a physician’s
certificate whenever an employee is absent and requests sick leave for the period
of absence, except personal leave (see Section 5).
D. Any employee absent from work due to illness or accident, may at the discretion
of the Fire Chief, be required to submit to a physical examination before returning
to active duty. Such physical examination shall be performed by a physician
specified by District and shall be at District expense.
E. Termination of an employee’s continuous service, except by reason of retirement
or lay-off for lack of work or funds shall abrogate all sick leave and no payment will
be made by the District for sick leave accrued to the time of such termination
regardless of whether or not such employee subsequently reenters District service.
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F. Any employee incurring a serious injury or illness while on paid vacation leave may
have those days of illness changed to sick leave with pay and vacation days
restored accordingly, provided the employee has sufficient sick leave accrued and
the period of illness is certified by a written doctor’s statement.
G. Employees with ten (10) or more years of service shall be eligible to convert
unused sick leave to vacation in accordance with the following:
1. Shift Employees who, in the preceding calendar year, accrued 180 to 144 (90
to 120 for 40-hour week employees) unused hours of sick leave earned in that
preceding calendar year, may exercise the option of having one-half (1/2) of
that unused sick leave accrued in the preceding year converted to vacation
leave and the remainder carried over as accrued sick leave.
2. Those members of this unit who have accrued 72 to 108 (60 to 90 for 40-hour
week employees) unused hours of sick leave earned in the preceding calendar
year may exercise the option of having one-fourth (1/4) of the unused sick leave
accrued in the preceding calendar year converted to vacation leave and the
remainder carried over as accrued sick leave.
3. Any employee who qualifies to convert sick leave to vacation leave must submit
a written request to the District on or before January 15th of the year in which
the conversion is to be made.
H. Upon the retirement of an employee, the employee may elect from one or more of
the following options:
•Sell back up to fifty percent (50%) of his/her accumulated unused sick
leave at the employee's regular hourly rate of pay at retirement.
• Designate accumulated unused sick leave for CalPERS service credit
per Government Code Section 20965.
• Apply the cash value of up to one hundred percent (100%) of
accumulated unused sick leave to the employee's VEBA account (if.
enrolled), at the employee's regular hourly rate of pay, as permitted by
the VEBA plan.
§ 4.Conversion Factor
The factor used to convert the accruals for forty (40) hour per week personnel to fifty-
six (56) hour per week personnel will be:
Vacation, sick leave, and holiday:
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Work Week Basis
Vacation 40 Hour 56 Hour Conversion
Factor
1-3 years 85.72 120 1.5
4-7 years 128.57 180 1.5
8-10 years 171.43 240 1.5
11-19 years 188.58 264 1.57
20-24 years 196.58 288 1.57
25+ years 204.58 312 1.57
Holiday 140 168 1.5
Sick 120 144 1.5
(40 to 56) EXAMPLE (8-10 year employee)
Employee Benefits
Vacation = 100 hours
Holiday = 72 hours
Sick = 300 hours
472 total hours X 1.5 (factor) = 708 hours total
Note: if an employee goes from a 56 to 40 hours basis, the conversion will be the
reciprocal of 1.5 or .667
§ 5.Personal Leave
A. The employee shall be granted one (1) day paid personal leave to attend the
funeral of a close relative not in the employee’s immediate family.
B. An employee required to appear before a court for other than subpoenas due to
actions as a District employee or jury duty will receive the necessary time as paid
personal leave, providing:
1. He or she notifies his or her supervisor or Duty Chief in advance, with adequate
time remaining so that a relief may be obtained.
2. The employee must return to duty within a reasonable time after the
appearance.
C. Personal Leave will be charged against any time the employee has accrued, such
as sick leave, vacation, and compensatory time, at the employee’s option.
D. Employees can use up to twenty (20) hours of accrued sick leave as personal
leave. These twenty (20) hours can be used incrementally (i.e., 1 hour, ½ hour)
throughout the fiscal year. Use this time for emergency situations requiring the
employee’s attention and needs to be cleared with their supervisor when using this
time.
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§ 6.Bereavement Leave
When a death occurs in the family of a full-time employee, 40-hour personnel shall be
granted up to 80 hours of bereavement leave with pay and Shift personnel shall be
granted up to 112 hours of bereavement leave with pay. A death certificate or other
acceptable evidence may be required by the City Manager or designee before leave
is allowed. Family members are defined as follows: employee’s spouse or domestic
partner, employee’s parents, employee’s grandparents, employee’s children, son-in-
law, daughter-in-law, employee’s siblings,or employee’s grandchildren, employee’s
spouse or domestic partner’s parents, employee’s spouse or domestic partner’s
grandparents, grandparents-in-law, brother-in-law, sister-in-law, employee’s spouse
or domestic partner’s children, employee’s spouse’s grandchildren, or a blood relative
residing with employee.
The City Manager or designee shall approve such bereavement leave. (References
to domestic partner refer to registered domestic partners, as defined by California
Family Code Section 297.) 40-hour personnel are eligible for up to an additional forty
(40) hours of bereavement leave in addition to the currently provided eighty (80) hours
and Shift personnel are eligible for up to an additional fifty-six (56) hours of
bereavement leave, in addition to the currently provided one hundred and twelve (112)
hours, when the bereavement leave is related to the employee’s spouse or domestic
partner, employee’s parents, employee’s children, son-in-law, daughter-in-law, or
employee’s siblings, employee’s spouse or domestic partner’s parents, employee’s
spouse or domestic partner’s children, or a blood relative residing with the employee.
The parties agree to review any usage concerns in June 2024.
§ 7.Compensatory Time
A. In lieu of overtime pay, a unit employee, at the employee’s option, may be
compensated with compensatory time off (CTO). CTO will accrue at the rate of one
and one-half hours for each overtime hour worked. An employee may accumulate
a maximum of 144 hours of CTO. Once an employee accumulates 144 hours of
CTO, any additional overtime hours will be paid to the employee at the employee’s
regular rate of pay as of the end of the fiscal year in June, and then the balance in
the CTO accounts will be reduced to zero hours. CTO balance must be cashed out
on the last pay period in June of a given fiscal year. Annually, any employee that
wants to have the District buy back CTO hours at the
“Holiday/Vacation/Compensation Time” shall make an irrevocable election to do
so. The irrevocable election shall be submitted in writing to the City’s Human
Resources Department on or before December 15 and shall indicate the number
of hours of CTO that the employee expects to earn in the following calendar year
between July and the first payday in November that the employee wants the
District to buy back in November up to 144 hours (between the first and second
payday of the month). Regardless of the number of hours requested to be cashed
out, the most the District can cash out is the number of hours accrued and available
in that calendar year to date.
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B. Compensatory time may be earned for required attendance at special meetings of
the Board of Directors and District Committees, except when such meetings are
held in lieu of a regularly scheduled meeting or when such meetings are called
and/or scheduled as part of the annual budget preparation process and annual
audit.
C. Compensatory time may also be earned for special and/or unusual work situation
not provided for in the preceding paragraphs.
§ 8.Military
A. Every employee who is a member of a state or federal reserve military unit shall
be entitled to be absent from service with District while engaged in the performance
of ordered military duty and while going to or returning from such duty in
accordance with the laws of the State of California or federal government.
B. Employees are entitled to thirty (30) days paid military leave in any one fiscal year,
provided they have been employed by the District for one (1) year prior to this
leave. An employee that serves in the California National Guard shall be entitled
to 30 days paid military leave for each instance of emergency activation. Any
employee with less than one (1) year of service must use accrued annual leave or
compensatory time if he or she wishes to receive normal pay.
C. Employees who are called or volunteer for service with the armed forces of the
United States shall be entitled to reinstatement to their former positions. Upon
application for reinstatement, the individual must display a certificate showing
service was under honorable conditions.
D. Any employee returning from service with the armed forces shall be entitled to
such length of service seniority as would have been credited to them had they
remained for that period of time with the District.
E. An employee who was in a probationary period at the time of military leave shall,
upon return, complete the remaining portion of the probationary period according
to the then present rules.
F. An employee promoted to fill a vacancy created by a person serving in the armed
forces shall hold such position subject to the return of the veteran. The employee
affected by the return shall be restored to his or her former position or one of a
similar nature while the returning employee resumes the position he or she
previously held.
§ 9.Jury Duty
Any member of District who is called or required to serve as a trial juror may be absent
from duty with District during the period of such service or while necessarily being
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present in court as a result of such call. Such member on jury duty will continue to
receive normal pay, provided he or she:
A. Notifies his or her supervisor, in advance, with adequate time remaining so that
relief may be obtained.
B. Returned to duty within a reasonable time after being released with a signed
certificate of service from the court stipulating the hours of service and release
time. This certificate may be obtained by asking the court secretary or bailiff. The
employee then forwards it to his or her supervisor or Deputy Chief.
C. Pay received for service while absent from District must be turned over to District;
however, pay received while off duty may be kept by the employee.
D. All personnel called for jury duty must abide by all of the above rules and must
return to work if dismissed before the end of their regular work shift.
§ 10.Civil Subpoena/Criminal Subpoena
A. Civil Subpoena
When members of the District have been served a civil subpoena to appear in court
as a witness due to actions as a District employee, the following procedure shall be
followed:
1. Personnel will be paid at their regular hourly rate while they are in court. Per
Fire District Rules and Regulations such appearances shall be considered
“hours worked” for purposes of computing overtime eligibility in accordance
with applicable rules and Memorandum of Understanding.
2. District transportation will be provided when available. If the employee uses his
or her own transportation, he or she will be reimbursed by District at the
prevailing mileage rate.
3. If the employee is required to appear in a court that is outside the Rancho
Cucamonga Fire Protection District and this appearance requires the employee
to buy a meal and/or lodging, he or she will be reimbursed.
If an extended appearance in court is necessary where lodging and meals would be
required, authorization shall be obtained from the department head.
B. Criminal Subpoena
1. Pursuant to California Penal Code 1326 et. seq., if an employee is served with a
criminal subpoena, the employee will be paid at the regular hourly rate while in
court. Per Fire District Rules and Regulations such appearances shall be
considered “hours worked” for purposes of computing overtime eligibility in
accordance with applicable rules and Memorandum of Understanding.
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2. District transportation will be provided when available. If the employee uses their
own transportation, they will be reimbursed by District at the prevailing mileage
rate.
3. If the employee is required to appear in court outside the Rancho Cucamonga
Fire Protection District and this appearance requires the employee to buy a meal,
he or she will be reimbursed. If an extended appearance in court is necessary
where lodging and meals would be required, authorization shall be obtained from
the department head.
4. A criminal subpoena need not have a court stamp affixed.
§ 11.Leaves of Absence without Pay
A. Upon the written request of the employee, a leave of absence may be granted for
a period not to exceed thirty (30) days by the Fire Chief, or a period not to exceed
one (1) year by the Board of Directors.
B. Failure of the employee to return to his or her employment upon the termination of
an authorized leave of absence shall constitute a separation from service of that
employee.
C. Leave of absence without pay granted by the Board shall not be construed as a
break in service or employment. During these periods, vacation, holiday, or sick
leave credits shall not accrue. An employee reinstated after a leave of absence
without pay shall receive the same step in the salary range received when he or
she began the leave of absence. Time spent on such leave without pay shall not
count toward service for increases within the salary range. For purposes of this
section, the employee's merit increase eligibility date shall be adjusted to the date
of reinstatement.
D. An employee on an approved leave of absence without pay may continue medical
insurance coverage by paying the full cost to District, in advance, for each month,
or portion thereof, of which he or she is absent.
§ 12.Association Business
The Association president, or others designated by him or her (up to a maximum of
seven representatives), shall be permitted reasonable time off without loss of pay for
the conduct of Associate business, including, but not limited to, negotiations,
processing grievances, representing employees in disciplinary matters, and meeting
with District personnel. Representatives of the Association shall be compensated for
all hours spent in actual negotiations with the District and meetings with district
personnel, whether regularly scheduled to work that day or not.
§ 13.Union Leave Bank
In addition to any other paid time off provided to the Association’s Board of Directors
under any other provisions of this MOU, existing rules, regulations or practices, there
is hereby created a Union Leave bank for the sole and exclusive use of the Union.
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Each active member of the Union shall have 0.9230 hours of vacation leave
irrevocably deducted from his or her vacation or holiday leave accrual each biweekly
pay period. Twice each year, in January and July, the Union Executive Board shall
have the authority to amend the deduction described above. If such an amendment is
approved, the union President shall notify the Finance Director in writing of the new
deduction amount. The new deductions shall be accomplished as soon as practical.
The District will deduct the hours from vacation time first, then from accrued holiday
time. A member can notify the Finance Director by the first Monday in August of each
year if they want the time deducted from accrued holiday leave time first, then accrued
vacation leave time. Said hours shall be deposited into the Union Leave Bank. Each
pay period the Finance Director, or his or her designee, shall furnish the Union
President, or his or her designee, with an accounting of the Union Leave Bank in the
form of a Leave Hours Balance Report. The report will include that pay period’s
beginning balance, new deposits, hours used, and the remaining balance of hours.
A Union member desiring to use available Union Leave must obtain a memo
authorizing the use of such leave from the President of the Union, or his or her
designee. The authorization must specify the amount of time that is to be used and
the business or activity that is to be used for. The memo authorizing the use of Union
Leave time must be attached to the timecard in which the Union Leave time is
requested. In no event will Union Leave be used for any activity, whatsoever, related
to a City of Rancho Cucamonga City council election and/or City of Rancho
Cucamonga ballot measure.
Once approval is obtained, and if time is available in the Union Leave Bank, the Union
member shall designate the time used on the timecard for the pay period as “Union
Leave” and attach the memo approving the use of the time to the timecard. The Union
member shall be paid at his or her regular rate of pay for each such time. Union Leave
may only be used in increments of one hour. If the Union member will be absent from
work on Union Leave, the member must follow the rules and procedures set forth in
the Situational Staffing Policy (1-012).
In the event the Union is dissolved, or the Union Leave Bank is discontinued by
agreement of the parties, any remaining balance shall be distributed as vacation time
evenly to all active employees of the Union at the time of such distribution. The
distribution of hours will occur without regard to an individual employee’s regular rate
of pay.
At any time should the District’s budget analysis indicate a need to reduce
administrative overtime programs, the use of the Union Leave Bank can be temporarily
suspended by the Fire Chief, or his or her designee. The Fire Chief will analyze the
use of administrative time at the end of each quarter, using the following gauges: i) 1st
Quarter no more than 24%; ii) 2nd Quarter no more than 47%; iii) 3rd Quarter no more
than 74%; and iv) 4th Quarter within the adopted budget. If at the end of any quarter
the respective gauge is exceeded, the District will notify the Union President in writing
of the need to temporarily suspend the use of the Union Leave bank, except for
previously approved uses. Such notification will become effective at the beginning of
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the next pay period following the date of the notification. The District will analyze the
overtime expenditures every 60 days from the date of the written notification and will
determine when the temporary suspension can be removed. The temporary
suspension will automatically be removed at the beginning of the first pay period that
falls into a new fiscal year.
The District shall jointly administer the Union Leave Bank with Union, as specified
herein, without charge to the Union or its membership. The District will be provided,
on an initial basis for all current employees, and following that on an ongoing basis for
new employees, written confirmation that the Union member(s) have agreed to subject
themselves to the Union Leave Bank requirements.
§ 14.Natal and Adoption Pay
A. Natal and Adoption Leave with Pay
Employees are granted up to 120 hours of natal and adoption leave with pay for the
birth or adoption of a child, however, use of 120 hours does not extend any time
charged under FMLA or CFRA or additional state and federal laws. Any paid time
required beyond this initial 120 hours must be charged to sick leave, vacation,
compensatory or floating holiday time.
B. Natal and Adoption Leave without Pay
The District shall provide employees up to four months natal and adoption leave for
the birth or adoption of a child; such leave shall be pursuant to the provisions of the
California Pregnancy Disability Act ("PDA"; California Government Code section
12945), if applicable. The District's PDA policy is incorporated herein by reference.
Employees on this leave of absence without pay beyond the four-month period will be
responsible for the payment of medical, dental and optical premiums to keep the
coverage in force during the leave of absence.
§ 15.Family and Medical Leave
Unit employees may be eligible to take a leave of absence of up to twelve weeks for
certain reasons under the provisions of the federal Family and Medical Leave Act
(FMLA). The District has developed a separate policy to comply with this law. The
FMLA policy is incorporated herein by reference.
ARTICLE IV GRIEVANCE PROCEDURE
§ 1.Purpose
This article is intended to provide a fair and orderly procedure for the resolution of
employee grievances involving wages, hours and terms and conditions of
employment. A grievance is a claimed violation, misinterpretation, misapplication, or
noncompliance with existing District codes, resolutions, rules, regulations, or this
document. This grievance procedure shall not apply to disciplinary matters or to
reviews of performance evaluation reports or to discharge of probationary employees.
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Disciplinary matters include all warnings, written reprimands, suspensions, reductions
in pay, demotions, dismissal or any other action which consists of a taking of property
as said term is defined by the courts in the disciplinary context
§ 2.Objectives
The grievance procedure is established to accomplish the following objectives:
A. To settle disagreements at the employee-supervisor level, informally if possible.
B. To provide an orderly procedure to handle grievances.
C. To resolve grievances as quickly as possible.
D. To correct, if possible, the cause of grievances to prevent future similar complaints.
E. To provide for a two-way system of communication by making it possible for levels
of supervision to address problems, complaints, and questions raised by
employees.
F. To reduce the number of grievances by allowing them to be expressed and thereby
adjusted and eliminated.
G. To promote harmonious relations generally among employees, their supervisor
and the administrative staff.
H. To assure fair and equitable treatment for all employees.
§ 3.General Provisions
A. Preparation of a grievance will be accomplished in such a manner and at a time
that will not interfere with normally required work procedures.
B. Regarding a pending grievance, no individual or entity acting on behalf of the
grievant shall contact any individual member of the Board of Directors, nor the
Board of Directors as an entity, verbally, in writing, and/or through any other means
of verbal, written or electronic communication.
C. Failure of the grievant to comply with time limitations specified in the grievance
procedure shall constitute a withdrawal of the grievance, except upon a showing
of good cause for such failure. Failure of District supervisory or administrative staff
to comply with specified time limitations shall permit the grievant to proceed to the
next step in the procedure. EXCEPTION: Notwithstanding the above, an extension
of time is permitted with the mutual consent of both parties. Mutually agreed upon
extensions of time shall be evidence in writing.
D. In the event a grievant elects to represent himself or herself or is represented by
counsel other than that provided by the employee organization, the employee
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organization shall be apprised of the nature and resolution of the grievance if the
issues involved are within the scope of said organization's representation rights.
E. If an individual named in a dispute is unavailable within the time period specified
in these procedures, time limitations can be extended by mutual agreement of the
representatives of the respective parties.
F. Any period of time specified in this rule for the giving of notice or taking of any
action exclude weekends and holidays. A “day” as used in this Article shall mean
a calendar day. If the last date for action falls on a day that administrative offices
are closed, the last date for action shall be extended to the next day during which
administrative offices are opened.
§ 4.Informal Grievance Procedure
Most problems or complaints can be settled if the employee will promptly, informally
and amicably discuss them with his or her immediate supervisor. Such an initial
discussion shall precede any use of the formal grievance procedure. If the immediate
supervisor fails to reply to the employee within three (3) days, or the employee is not
satisfied with the decision, the employee may utilize the Formal Grievance Procedure.
§ 5.Formal Grievance Procedure
A. Step I
The employee and/or representative shall present the grievance, in writing and signed,
to his or her immediate supervisor within thirty (30) days of the date that cause for
grievance arises. An official grievance form must be used stating names, dates, times,
place, and nature of grievance. The employee's supervisor shall attempt to resolve
the grievance with the employee and shall submit his or her decision in writing to the
employee within ten (10) days after receipt of the grievance. The employee shall have
the right to appeal the decision of the supervisor to the Fire Chief.
B. Step II
1. If the grievance is not resolved to the satisfaction of the employee, the grievant
has ten (10) days following receipt of the written response from his or her
supervisor to file a written appeal to the Fire Chief or designated representative.
2. Written appeal to the Fire Chief or designated representative shall consist of
the statement of the grievance and shall include a statement by the grievant's
representative setting forth the reasons why the response of the employee's
supervisor did not satisfactorily resolve the grievance and an indication of the
action desired by the grievant.
3. After submission of the written appeal, the Fire Chief or designee shall reply
within three (3) days, in writing, to the grievant regarding the grievance. In event
of rejection, reasons for so doing will be included in the response.
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4. The decision by the Fire Chief or designee shall address whether or not the
grievance of the employee is grievable pursuant to the definition set forth in §
1 above and /or is timely filed or otherwise administratively prosecuted in a
timely manner. In the event that the Fire Chief or designee determines that
the employee’s grievance is not defines as such by § 1 above and/or is not
filed in a timely manner, the Fire Chief or designee shall advise the
employee that the matter is not grievable and the grievance shall proceed
no further unless or until on application by the employee, a judgement is
entered at the trial court level, indicative of the matter being jurisdictionally
grievable pursuant to the definitions set forth in § 1 above and/or pursuant
to requirements of timeliness.
C. Step III
If the grievance is not settled in Step II, binding arbitration may be invoked in
accordance with the following:
1. The request for arbitration must be submitted with either ten (10) days of receipt
of the decision of the Fire Chief, or of expiration of time for the Fire Chief to
render a decision.
2. A “Fact Sheet” must be submitted to the arbitrator by both parties, stating the
nature of the grievance and desired action.
3. The term “arbitrator”, as used herein, shall refer to a single arbitrator.
4. A list of five (5) arbitrators shall be requested from the California State
Conciliation Service. The hearing arbitrator shall be chosen by an initial flip of
a coin, with the winning side, Board or grievant, having the choice of either
selecting the arbitrator or eliminating one (1) candidate. The turn shall then
revert to the other side, who then can exercise the same option. This procedure
continues until either an arbitrator is agreed upon or there is only one (1)
candidate remaining.
5. The arbitrator so selected shall hold a hearing at a time and place convenient
to the parties involved. Statements of position may be made by the parties, and
witness may be called.
6. The location and time of the hearing shall be mutually agreed upon by both
parties. If an agreement cannot be achieved, each party will submit their
location and time to be drawn by chance.
7. All expenses which may be involved in the arbitration proceedings shall be
borne by the parties equally; however, expenses relating to the calling of
witnesses or the obtaining depositions or any other similar expenses
associated with such proceedings shall be borne by the party at whose request
such witnesses, or depositions are required.
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8. Legal counsel may be obtained by either party if they so wish. Expenses for
legal counsel shall be borne by the party obtaining such counsel.
9. Failure on the part of the District’s representative or grievant/grievant’s
representative to appear in any case before an arbitrator, without good and
sufficient cause, shall result in forfeiture of the case and responsibility for
payment of all costs of arbitration borne by the party failing to appear.
10.The decision of the arbitrator shall be final and binding upon District and
appellant.
ARTICLE V DISCIPLINE
District and Union have met and conferred and adopted a disciplinary procedure which is
hereby incorporated by reference as though set forth in full.
ARTICLE VI SAFETY
§ 1.Compliance
District and employees in Association shall conform to and comply with all health,
safety, and sanitation requirements imposed by District, state or federal law or
regulations adopted under state or federal law.
§ 2.No Discrimination
No employee shall be in any way discriminated against as a result of reporting any
condition believed to be a violation of 1 of this Article V.
§ 3.Safety Equipment
Should the employment duties of an employee in the unit, in the estimation of OSHA,
require use of any equipment or gear to ensure the safety of the employee or others,
District agrees to furnish such equipment or gear.
§ 4.Employee Responsibility
In the course of performing their normally assigned work, employees will be alert to
observe unsafe practices, equipment, and conditions; as well as environmental
conditions in their immediate area which represent health hazards and will report such
conditions to their immediate supervisor. All employees shall make certain that all
power machinery is equipped with safety devices properly installed and in working
condition and that co-workers use utmost care in the handling of tools and equipment.
Employees shall report all accidents immediately to their immediate supervisors.
Reports shall be submitted on forms provided by District.
§ 5.Minimum Staffing
The District shall maintain a minimum staffing level. Staffing of companies and units
with 30 personnel shall consist of the following:
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A. Seven-three (3) person paramedic engine companies, consisting of 1 captain, 1
Engineer and 1 Firefighter with any one rank being a certified paramedic.
B. Two four (4) person paramedic truck companies, consisting of 1 Captain, 1
Engineer and 2 Firefighters with any one rank being a certified paramedic.
C. One (1) Captain Specialist
The District shall maintain a minimum staffing of 1 training division position consisting
of the following:
A. One (1) Training Captain
Any reduction in these levels must be agreed upon through the meet and confer
process.
§ 6.Smoking Policy
Employees in Union have agreed to accept and abide by the District “Smoking Policy,”
as written and approved by the Chief.
§ 7.Weather Related Mandatory Recall
The definition of the High Wind Warning, Red Flag Warning and Flash Flood Warning
shall be made by the Fire Chief or his/her designee as follows:
A. High Wind Warning: winds are sustained at 40 mph or more, and/or gusts are
present at 58 mph or more and are expected in less than one day (24 hours).
B. Red Flag Warning: winds are sustained at 25 mph or more and relative humidity
is less than 15%, with conditions persisting more than six (6) hours and expected
in less than one day (24 hours). This can also be released without the wind
component for weather that is less than 10% relative humidity for longer than 10
hours.
C. Flash Flood Warning
Rain is sustained at 1/2” an hour, for longer than 1 hour, or ¼” per hour, for longer
than 4 hours.
When a warning is determined, the duty Battalion Chief shall have the authority to
staff additional apparatus in conjunction with consultation from the Deputy of Fire
Chief.
Apparatus shall be utilized as best determined by the duty Battalion Chief or his or
her designee.
Staffing procedures shall be as follows:
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1. If time permits, the on-duty Battalion Chief may contact the fire stations to solicit
volunteers for the staffing of units as needed.
2. If no volunteers are available or additional personnel are needed, the on-duty
Battalion Chief shall utilize the force hire list in Telestaff to recall personnel as
staffing levels dictate. For additional staffing procedures, refer to Situational
Staffing and Overtime Tracking Policy #1-012.
3. The on-duty Battalion Chief may hold off-going personnel until the individuals
on the force hire list are contacted and arrive at their scheduled assignment.
Once relieved, the individuals held over shall be released from their
assignments.
4. All personnel who are assigned for these circumstances shall remain in their
assigned position until the Battalion Chief or designee dictates that the potential
threat has subsided or are relieved by personnel for the next operational period.
5. The overtime rate and time frames shall be paid per Section 3 D in the MOU.
ARTICLE VII MANAGEMENT RIGHTS
§ 1.Scope of Rights
It is understood and agreed that District possesses the sole right and authority to
operate and direct the employees of District in all aspects, except as modified in this
Memorandum of Understanding. These rights include, but are not limited to:
A. The right to determine its mission, policies, and standards of service to be provided
to the public;
B. To plan, direct, control, and determine the operations or services to be conducted
by employees of the District;
C. To determine the methods, means, and number of personnel needed to carry out
District’s mission;
D. To direct the working forces;
E. To hire, assign, or transfer employees within District;
F. To promote, suspend, discipline, or discharge employees;
G. To layoff or relieve employees due to lack of work or funds or for other legitimate
reasons. (any provision within this MOU, City rules and regulations or any other
policy or procedure promulgated by the City or any Department of the City which
prohibits the imposition of layoffs, is deemed null and void);
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H. To make, publish, and enforce rules and regulations;
I. To introduce new or improved methods, equipment, or facilities;
J. To contract out for goods and services;
K. To take any and all actions as may be necessary to carry out the mission of District
in situations of civil emergency as may be declared by the Board of Directors or
Fire Chief;
L. To schedule and assign work;
M. To establish work and productivity standards.
§ 1.Emergency Conditions
If in the sole discretion of the Board of Directors or Fire Chief, it is determined that
extreme civil emergency conditions exist, including, but not limited to, riots, civil
disorders, earthquakes, floods, or other similar catastrophes, the provisions of this
MOU may be suspended during the time of the declared emergency, provided that
wage rates and monetary fringe benefits shall not be suspended.
ARTICLE VIII EMPLOYEE RIGHTS
§1.Scope of Rights
All employees shall have the following rights which may be exercised in accordance with
State Law, applicable ordinances, rules and regulations:
A.To The right to form, join and participate in the activities of employee
organizations of their own choosing for the purpose of representation on all
matters of employer-employee relations.
B.The right to be free from interference, intimidation, restraint, coercion,
discrimination, or reprisal on the part of an appointing authority, supervisor, other
employees, or employee organization as a result of their exercise of rights granted
in this Article.
The provisions of Section 3500 et seq. of the Government Code are hereby incorporated
as such provisions may apply to employees within the Fire Union Local 2274.
§2.New Employee Orientation
The Fire District shall provide thirty (30) minutes at a mutually agreeable time during the
employee onboarding process for Union representative to meet with a new Union covered
employee and present the benefits of being a member of the Union. Onboarding of new
employees occurs during the first working day at the start of a new pay period up to 26
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times per year. The Fire District will provide a calendar before the start of a new year. A
Union representative will have 30 minutes of uninterrupted time to meet with the new
Union covered employee.
Prior to the meeting, or in no case later than the meeting time, the Fire District will provide
the designated Union representatives with all available information about the employees
as required under AB 119 within 30 days of the employees start date and the District will
provide the required information on all Union covered employees again as required under
AB 119 at least three (3) times per year.
ARTICLE VIII MAINTENANCE OF BENEFITS
All wages, hours and terms and conditions of employment specifically provided for in this
memorandum of understanding, shall remain in full force and effect during the term of the
MOU, unless modified pursuant to written agreement of the parties.
ARTICLE IX APPROVAL BY THE BOARD OF DIRECTORS
This MOU is subject to approval by the Board of Directors of the District. The parties hereto
agree to perform whatever acts are necessary both jointly and separately to urge the Board
to approve and enforce this MOU in its entirety. Following approval of this MOU by the Board,
its terms and conditions shall be implemented by appropriate ordinance, resolution, or other
lawful action.
ARTICLE X PROVISIONS OF LAW
It is understood and agreed that this MOU and employees are subject to all current and future
applicable Federal and State laws and regulations and the current provisions of District law.
If any part or provisions of this MOU is in conflict or inconsistent with such applicable
provisions of those Federal, State, or District enactments or is otherwise held to be invalid or
unenforceable by any court of competent jurisdiction, such part or provision shall be
suspended and superseded by such applicable law or regulations, and the remainder of this
MOU shall not be affected thereby. If any substantive part or provision of this MOU is
suspended or superseded, the parties agree to re-open negotiations regarding the
suspended or superseded part or provisions with the understanding that the total
compensation to employees under this MOU shall not be reduced or increased as a result of
this Article.
District and Association recognize that under this MOU and in personnel matters not covered
in this contract, the current District Personnel Rules as amended and effective shall apply.
The Personnel Rules applicable to the Association shall not be changed for the duration of
this Agreement.
ARTICLE XI TERM
The term of this MOU shall run from July 1, 2023, through and including 11:59 p.m. on June
30, 2026. In the event either party wishes to negotiate a successor MOU, the parties agree
that informal discussions and data sharing may commence on or about July 1, 2025, with
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formal negotiations starting after the completion of the salary survey as outlined in Article II
of this MOU.
Union District
_________________________________ _______________________________
Dated Dated
_________________________________ _______________________________
Daniel Navarrette John R. Gillison
President City Manager
________________________________
Jenifer Phillips
Human Resources Director
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DATE:July 19, 2023
TO:President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Robert Neiuber, Senior Human Resources Director
Lucy Alvarez-Nunez, Management Analyst
SUBJECT:Consideration to Adopt a Resolution Approving the Rancho Cucamonga
Fire Protection District Salary Schedules for the Fiscal Year 2023-24.
(RESOLUTION NO. FD 2023-033) (FIRE)
RECOMMENDATION:
Staff recommends the Fire Board adopt the attached resolution approving the fiscal year 2023-
24 salary schedules for job classifications employed by the Rancho Cucamonga Fire Protection
District.
BACKGROUND:
The Fire Board traditionally adopts salary resolutions biannually for classifications employed by
the Rancho Cucamonga Fire Protection District. These resolutions are updated twice a year to
reflect changes in salaries, additions and deletions of classifications, changes in job titles, and
other terms of employment.
The Fire Board recently approved a Memorandum of Understanding (MOU) between the Rancho
Cucamonga Fire Protection District (District) and the Fire Management Employees Group (Fire
MEG) effective July 1, 2023, through June 30, 2026. This MOU includes an addendum which
provides for the Fire Business Manager classification to move from the Fire Support Services
Association (FSSA) bargaining unit to the Fire MEG bargaining unit effective the first full pay
period following the negotiation and implementation of an Employer-Employee Relations
Resolution (EERR).
On July 5, 2023, the Fire Board adopted a resolution establishing orderly procedures for the
administration of EERR between the District and its employee organizations.
The Fire District and Firefighters Local 1932 (Fire Union) recently came to an agreement relative
to a successor MOU. Upon the Fire Board’s adoption of a resolution approving the MOU, this
agreement would provide for a cost-of-living adjustment effective the first full pay period in July
2023 and an equity adjustment effective the first full pay period in October 2023.
Updates to the salary schedules include terms negotiated and agreed upon in the recently
negotiated MOUs.
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ANALYSIS:
The attached resolution adopts recently negotiated and approved changes in the Firefighters
Local 2274 (Fire Union) and the Rancho Cucamonga Fire Management Employees Group (Fire
MEG) Memorandum of Understanding.
Changes to the Fire Union salary schedule include a 3.25% COLA effective the first full pay period
in July 2023, and a 3.25% equity adjustment effective the first full pay period in October 2023.
Changes to the Fire MEG salary schedule include the addition of the Fire Business Manager
classification. The salary range is set equivalent to the Finance Manager’s salary range.
Changes to the FSSA salary schedule include the deletion of the Fire Business Manager
classification.
All other Fire salary schedules, classifications, job titles, and other terms of employment remain
the same.
Staff recommends that the Fire Board approve the resolution updating the Fire District’s salary
schedules for the fiscal year 2023-24.
FISCAL IMPACT:
Adjustments to the salary ranges were accounted for during the adoption of the Memorandums
of Understanding.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This item addresses the Council’s core value of working cooperatively and respectfully with one
another, and intentionally embracing and anticipating the future by taking actions to further attract
and retain an exceptional workforce.
ATTACHMENTS:
Attachment 1 – Resolution No. FD 2023-033
Attachment 2 - Firefighters Local 2274 Salary Schedule
Attachment 3 - Fire Management Employees Group Salary Schedule
Attachment 4 - Fire Support Services Association
Attachment 5 - Fire District Part-Time Hourly Salary Schedule
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ATTACHMENT 1
Resolution No. FD 2023-XXX - Page 1 of 1
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RESOLUTION NO. FD 2023-XXX
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT,
RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
SALARY SCHEDULES FOR FISCAL YEAR 2023-2024
WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District has
determined that it is necessary for the efficient operation and management of the District that
policies be established prescribing salary ranges, benefits and holidays, and other policies for
employees of the Rancho Cucamonga Fire Protection District; and
WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District has
previously adopted salary resolutions that established salary ranges, benefits, and other terms of
employment for employees of the Rancho Cucamonga Fire Protection District; and
WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District
recognizes that it is necessary from time to time to amend the salary resolution to accommodate
changes in position titles, classifications salary ranges, additions and deletions of classifications,
benefits, and other terms of employment; and
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Rancho
Cucamonga Fire Protection District, Rancho Cucamonga, California to approve the attached
Rancho Cucamonga Fire Protection District Salary Schedules (Attachment 2 - 5) effective July 8,
2023.
PASSED, APROVED AND ADOPTED this 19th day of July 2023.
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Resolution No. FD 2023-XXX
A B C D E F
FIRE CHIEF 96.87 101.72 106.80 112.13 117.14 123.63 Hourly
7,749.60 8,137.60 8,544.00 8,970.40 9,371.20 9,890.40 Bi-Weekly
16,790.80 17,631.47 18,512.00 19,435.87 20,304.27 21,429.20 Monthly
FIRE DEPUTY CHIEF 79.47 83.45 87.62 92.01 96.60 101.43 Hourly
6,357.60 6,676.00 7,009.60 7,360.80 7,728.00 8,114.40 Bi-Weekly
13,774.80 14,464.67 15,187.47 15,948.40 16,744.00 17,581.20 Monthly
FIRE BATTALION CHIEF 49.48 51.95 54.55 57.28 60.14 Hourly
(56 Hour Workweek)5,541.78 5,818.71 6,109.21 6,415.32 6,735.43 Bi-Weekly
12,007.19 12,607.20 13,236.63 13,899.87 14,593.44 Monthly
FIRE BATTALION CHIEF 69.27 72.73 76.37 80.19 84.19 Hourly
(40 Hour Workweek)5,541.78 5,818.71 6,109.21 6,415.32 6,735.43 Bi-Weekly
12,007.19 12,607.20 13,236.63 13,899.87 14,593.44 Monthly
FIRE MARSHAL 74.29 78.01 81.92 86.02 90.30 Hourly
5,943.20 6,240.80 6,553.60 6,881.60 7,224.00 Bi-Weekly
12,876.93 13,521.73 14,199.47 14,910.13 15,652.00 Monthly
FIRE BUSINESS MANAGER 54.09 56.80 59.64 62.62 65.75 69.04 Hourly
4,327.40 4,544.00 4,771.20 5,009.60 5,260.00 5,522.80 Bi-Weekly
9,376.03 9,845.33 10,337.60 10,854.13 11,396.67 11,966.07 Monthly
BC TRAINING OFFICER STIPEND (11% of 40 hr BC Current Step)
40 Hour Workweek 7.62 8.00 8.40 8.82 9.26 Hourly
56 Hour Workweek 5.44 5.71 6.00 6.30 6.62 Hourly
609.60 640.06 672.01 705.69 740.90 Bi-Weekly
1,320.79 1,386.79 1,456.03 1,528.99 1,605.28 Monthly
SALARY SCHEDULE
AS OF JULY 8, 2023
FIRE MANAGEMENT EMPLOYEES GROUP
ATTACHMENT 3
Fire Management Employees Group
Salary Schedule
July 8, 2023Page 159 of 715
Resolution No. FD 2023-XXX
ATTACHMENT 3
Fire Management Employees Group
Salary Schedule
July 8, 2023Page 160 of 715
Resolution No. FD 2023-XXX
A B C D E F
COMMUNICATIONS TECHNICIAN 25.37 26.64 27.97 29.37 30.83 32.38 Hourly
2,029.39 2,130.86 2,237.40 2,349.27 2,466.74 2,590.07 Bi-Weekly
4,397.01 4,616.86 4,847.70 5,090.09 5,344.59 5,611.82 Monthly
COMMUNITY AFFAIRS SENIOR 30.46 31.98 33.58 35.26 37.02 38.88 Hourly
COORDINATOR 2,436.77 2,558.61 2,686.54 2,820.86 2,961.91 3,110.00 Bi-Weekly
5,279.66 5,543.65 5,820.83 6,111.87 6,417.46 6,738.34 Monthly
EMERGENCY MANAGEMENT 38.00 39.90 41.89 43.99 46.19 48.50 Hourly
COORDINATOR 3,039.81 3,191.80 3,351.39 3,518.96 3,694.91 3,879.65 Bi-Weekly
6,586.25 6,915.56 7,261.34 7,624.41 8,005.63 8,405.91 Monthly
EMERGENCY MEDICAL SERVICES 49.38 51.85 54.44 57.16 60.02 63.02 Hourly
ADMINISTRATOR 3,950.49 4,148.01 4,355.41 4,573.18 4,801.84 5,041.93 Bi-Weekly
8,559.39 8,987.36 9,436.73 9,908.56 10,403.99 10,924.19 Monthly
EMERGENCY MEDICAL SERVICES 41.14 43.20 45.36 47.63 50.01 52.51 Hourly
QUALITY IMPROVEMENT NURSE 3,291.69 3,456.28 3,629.10 3,810.56 4,001.09 4,201.15 Bi-Weekly
7,132.01 7,488.62 7,863.06 8,256.22 8,669.04 9,102.50 Monthly
FIRE EQUIPMENT APPRENTICE 19.79 20.78 21.82 22.91 24.06 25.26 Hourly
MECHANIC 1,583.51 1,662.69 1,745.82 1,833.11 1,924.77 2,021.01 Bi-Weekly
3,430.95 3,602.49 3,782.62 3,971.75 4,170.34 4,378.85 Monthly
FIRE EQUIPMENT LEAD 29.46 30.93 32.48 34.11 35.81 37.60 Hourly
MECHANIC 2356.94 2474.78 2598.52 2728.45 2864.87 3008.11 Bi-Weekly
5,106.69 5,362.03 5,630.13 5,911.64 6,207.22 6,517.58 Monthly
FIRE EQUIPMENT MECHANIC 26.72 28.05 29.46 30.93 32.48 34.10 Hourly
2137.52 2244.40 2356.62 2474.45 2598.17 2728.08 Bi-Weekly
4,631.29 4,862.86 5,106.01 5,361.31 5,629.37 5,910.84 Monthly
FIRE INFORMATION SYSTEMS 24.07 25.27 26.54 27.87 29.26 30.72 Hourly
TECHNICIAN 1,925.70 2,021.99 2,123.08 2,229.24 2,340.70 2,457.74 Bi-Weekly
4,172.35 4,380.97 4,600.02 4,830.02 5,071.52 5,325.09 Monthly
FIRE PREVENTION SPECIALIST 27.16 28.52 29.95 31.44 33.02 34.67 Hourly
INSPECTION I 2,172.93 2,281.58 2,395.66 2,515.44 2,641.22 2,773.28 Bi-Weekly
4,708.02 4,943.43 5,190.60 5,450.13 5,722.63 6,008.76 Monthly
FIRE SUPPORT SERVICES ASSOCIATION
SALARY SCHEDULE
AS OF JULY 8, 2023
ATTACHMENT 4 Fire Support Services Association Salary Schedule
July 8, 2023Page 161 of 715
Resolution No. FD 2023-XXX
A B C D E F
FIRE PREVENTION SPECIALIST 29.94 31.44 33.01 34.66 36.40 38.22 Hourly
INSPECTION II 2,395.52 2,515.29 2,641.06 2,773.11 2,911.76 3,057.35 Bi-Weekly
5,190.28 5,449.80 5,722.29 6,008.40 6,308.82 6,624.26 Monthly
FIRE PREVENTION SUPERVISOR 34.07 35.77 37.56 39.44 41.41 43.48 Hourly
2,725.55 2,861.83 3,004.92 3,155.16 3,312.92 3,478.57 Bi-Weekly
5,905.36 6,200.62 6,510.65 6,836.19 7,178.00 7,536.90 Monthly
FIRE SHOP SUPERVISOR 35.34 37.11 38.97 40.92 42.96 45.11 Hourly
2,827.61 2,969.00 3,117.45 3,273.32 3,436.99 3,608.84 Bi-Weekly
6,126.51 6,432.84 6,754.48 7,092.20 7,446.81 7,819.15 Monthly
MAINTENANCE OFFICER 36.33 38.15 40.05 42.06 44.16 46.37 Hourly
2,906.43 3,051.75 3,204.34 3,364.56 3,532.79 3,709.43 Bi-Weekly
6,297.27 6,612.13 6,942.74 7,289.88 7,654.37 8,037.09 Monthly
MANAGEMENT AIDE 24.99 26.24 27.56 28.93 30.38 31.90 Hourly
1,999.49 2,099.47 2,204.44 2,314.66 2,430.39 2,551.91 Bi-Weekly
4,332.23 4,548.84 4,776.28 5,015.10 5,265.85 5,529.15 Monthly
MANAGEMENT ANALYST I 29.01 30.46 31.98 33.58 35.26 37.02 Hourly
2,320.73 2,436.77 2,558.61 2,686.54 2,820.86 2,961.91 Bi-Weekly
5,028.25 5,279.66 5,543.65 5,820.83 6,111.87 6,417.46 Monthly
MANAGEMENT ANALYST II 33.34 35.00 36.75 38.59 40.52 42.55 Hourly
2,666.98 2,800.33 2,940.34 3,087.36 3,241.73 3,403.81 Bi-Weekly
5,778.45 6,067.37 6,370.74 6,689.28 7,023.74 7,374.93 Monthly
MANAGEMENT ANALYST III 36.31 38.12 40.03 42.03 44.13 46.34 Hourly
2,904.64 3,049.87 3,202.36 3,362.48 3,530.60 3,707.13 Bi-Weekly
6,293.38 6,608.05 6,938.45 7,285.37 7,649.64 8,032.12 Monthly
PLANS EXAMINER - FIRE 33.37 35.04 36.79 38.63 40.57 42.59 Hourly
2,669.90 2,803.39 2,943.56 3,090.74 3,245.28 3,407.54 Bi-Weekly
5,784.78 6,074.02 6,377.72 6,696.61 7,031.44 7,383.01 Monthly
PUBLIC EDUCATION 28.09 29.50 30.97 32.52 34.15 35.85 Hourly
SPECIALIST 2,247.45 2,359.82 2,477.82 2,601.71 2,731.79 2,868.38 Bi-Weekly
4,869.48 5,112.95 5,368.60 5,637.03 5,918.88 6,214.83 Monthly
AS OF JULY 8, 2023
FIRE SUPPORT SERVICES ASSOCIATION
SALARY SCHEDULE
ATTACHMENT 4 Fire Support Services Association Salary Schedule
July 8, 2023Page 162 of 715
Resolution No. FD 2023-XXX
A B C D E F
ADMINISTRATIVE ASSISTANT 17.85 18.79 19.78 20.82 21.92 23.07 Hourly
1,428.16 1,503.33 1,582.45 1,665.74 1,753.41 1,845.69 Bi-Weekly
3,094.35 3,257.21 3,428.64 3,609.10 3,799.05 3,999.00 Monthly
EXECUTIVE ASSISTANT 22.31 23.48 24.72 26.02 28.83 30.35 Hourly
1,784.58 1,878.50 1,977.37 2,081.44 2,306.38 2,427.69 Bi-Weekly
3,866.58 4,070.08 4,284.30 4,509.79 4,997.15 5,260.00 Monthly
EXECUTIVE ASSISTANT II 25.95 27.31 28.75 30.26 31.85 33.53 Hourly
2,075.64 2,184.88 2,299.87 2,420.92 2,548.34 2,682.46 Bi-Weekly
4,497.21 4,733.91 4,983.06 5,245.33 5,521.40 5,812.00 Monthly
FIRE SUPPORT SERVICES ASSOCIATION
SALARY SCHEDULE
AS OF JULY 8, 2023
ATTACHMENT 4 Fire Support Services Association Salary Schedule
July 8, 2023Page 163 of 715
Resolution No. FD 2023-XXX
A B C D E F
COMMUNICATIONS TECHNICIAN 24.38 25.60 26.88 28.23 29.64 31.12 Hourly
EMERGENCY MEDICAL SERVICES 41.14 43.20 45.36 47.62 50.01 52.51 Hourly
QUALITY IMPROVEMENT NURSE
FIRE CLERK (one step)15.50 Hourly
FIRE EQUIPMENT MECHANIC 23.22 24.38 25.60 26.88 28.23 29.64 Hourly
FIRE INFORMATION SYSTEMS 23.14 24.29 25.51 26.78 28.12 29.53 Hourly
TECHNICIAN
FIRE PREVENTION ASSISTANT (one step)15.50 Hourly
TEMPORARY/PART-TIME
FIRE PREVENTION SPECIALIST 24.49 25.72 27.00 28.35 29.77 31.26 Hourly
INSPECTION I
MANAGEMENT AIDE 24.01 25.24 26.53 27.88 29.16 30.62 Hourly
MANAGEMENT ANALYST I 27.88 29.31 30.81 32.39 33.87 35.56 Hourly
OFFICE SERVICES CLERK 16.85 17.71 18.62 19.57 20.47 21.49 Hourly
OFFICE SPECIALIST I 15.50 16.28 17.09 17.94 18.84 19.78 Hourly
OFFICE SPECIALIST II 16.85 17.71 18.62 19.57 20.47 21.49 Hourly
PLANS EXAMINER - FIRE 32.08 33.68 35.37 37.13 38.99 40.94 Hourly
QUALITY IMPROVEMENT 27.79 29.18 30.64 32.17 33.78 35.47 Hourly
SPECIALIST
FIRE DISTRICT PART-TIME HOURLY
SALARY SCHEDULE AS OF JULY 1, 2023
ATTACHMENT 5
Fire District Part-Time Hourly Salary Schedule
July 1, 2023Page 164 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
President and Members of the Boards of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Julie A. Sowles, Deputy City Manager of Civic and Cultural Services
Linda A. Troyan, MMC, City Clerk Services Director
SUBJECT:Consideration of Resolution Adopting a Policy Regarding the Distribution of
Complimentary Tickets or Passes Pursuant to FPPC Regulation 18944.1.
(RESOLUTION NO. 2023-090 AND RESOLUTION NO. FD 2023-035)
(CITY/FIRE)
RECOMMENDATION:
Staff recommends the City Council and Fire Board of the Rancho Cucamonga Fire Protection
District adopt a resolution guiding the distribution of complimentary tickets or passes pursuant to
FPPC Regulation 18944.1.
BACKGROUND:
From time to time, the City and Rancho Cucamonga Fire Protection District receive
complimentary tickets or passes for use by various public officials, including employees. The
Political Reform Act requires City and Fire Protection District officials and those employees
designated in the City's Conflict of Interest Code to report these as gifts on their Form 700,
Statement of Economic Interests.
FPPC Regulation 18944.1 provides that a ticket or pass provided to such persons by the City
and Fire District and distributed and used per an adopted written policy that meets the
requirements of Regulation 18944.1 is not a gift under the Political Reform Act. For the City and
Fire District to continue distributing these tickets or passes without it constituting a gift to the
receiving public official, the Fair Political Practice Commission (“FPPC”) requires the adoption
of a written policy that identifies the legitimate public purpose for which the ticket or pass was
distributed.
ANALYSIS:
The attached City and Fire Protection District Resolutions establish a policy for distributing,
using, and reporting complimentary tickets or passes in compliance with FPPC Regulation
18944.1. If the Resolutions are adopted, the policy must be posted on their respective websites
within 30 days of adoption, and a link to such website must be sent to the FPPC.
Among other requirements, Regulation 18944.1 requires a ticket distribution policy to state the
public purposes for which tickets may be distributed to City officials and designated employees.
In addition, tickets distributed to City and Fire District officials and designated employees under
Page 165 of 715
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such a policy must be reported on FPPC Form 802 and include details regarding the ticket and
related event. The Form 802 must be posted on the respective website within 45 days of
distribution of a ticket or pass, and the link forwarded to the FPPC.
This policy is subject to all applicable FPPC Regulations and the Political Reform Act.
FISCAL IMPACT:
There is no fiscal impact.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
The policy addresses the core value of relentless pursuit of improvement by maintaining
organizational efficiency and compliance with FPPC Regulation 18944.1.
ATTACHMENTS:
Attachment 1 - City Ticket Policy Resolution
Attachment 2 - RC Fire District Ticket Policy Resolution
Attachment 3 – FPPC Regulations 18944.1
Attachment 4 – CA Form 802
Page 166 of 715
Resolution No. 2023-XXX - Page 1 of 8
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RESOLUTION NO. 2023-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
RANCHO CUCAMONGA, CALIFORNIA, ADOPTING A
COMPLIMENTARY TICKETS OR PASSES POLICY PURSUANT
TO FAIR POLITICAL PRACTICES COMMISSION REGULATION
18944.1
A. Recitals
1. From time to time, cities, including the City of Rancho Cucamonga (“City”) may receive
complimentary tickets or passes from third parties for use by various City officials,
including employees.
2. Fair Political Practices Commission (FPPC) Regulation 18944.1 authorizes the City
Council to adopt a written policy governing the distribution of complimentary tickets
and passes that includes a statement describing the public purpose to be
accomplished by such policy. When distributed pursuant to a qualifying policy, such
tickets are not considered gifts under the FPPC Regulations.
B. Resolution
NOW, THEREFORE, it is hereby found, determined, and resolved by the City Council of
the City of Rancho Cucamonga as follows:
1. The City Council hereby approves and adopts the “Policy Regarding the Distribution
of Complimentary Tickets or Passes Pursuant to FPPC Regulation 18944.1” attached
hereto as Exhibit A and on file in the office of the City Clerk.
2. The City Council hereby directs the City Clerk to post the policy on the City’s website.
3. The City Clerk shall certify to the adoption of this Resolution.
ATTACHMENT 1
Page 167 of 715
Resolution No. 2023-XXX - Page 2 of 8
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PASSED, APPROVED, and ADOPTED this 19th day of July, 2023.
______________________________________
L. Dennis Michael, Mayor
ATTEST:
_________________________________
Janice C. Reynolds, City Clerk
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO ) ss
CITY OF RANCHO CUCAMONGA )
I, Janice C. Reynolds, City Clerk of the City of Rancho Cucamonga, do hereby certify
that the foregoing Resolution was duly passed, approved, and adopted by the City Council of
the City of Rancho Cucamonga, at a Regular Meeting of said Council held on the 19th day of
July, 2023.
AYES:
NOES:
ABSENT:
ABSTAINED:
Executed this 20th day of July, 2023, at Rancho Cucamonga, California.
______________________________________
Janice C. Reynolds, City Clerk
Page 168 of 715
Resolution No. 2023-XXX - Page 3 of 8
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EXHIBIT A
CITY OF RANCHO CUCAMONGA AND
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
POLICY REGARDING THE DISTRIBUTION OF COMPLIMENTARY TICKETS OR PASSES
PURSUANT TO FPPC REGULATION 18944.1
Section 1. Purpose of Policy
The purpose of this Policy is to establish a fair and equitable process for the distribution of
complimentary tickets or passes to the City in compliance with the requirements of Section
18944.1 of the Fair Political Practices Commission Regulations. This Policy is subject to all
applicable FPPC Regulations and the Political Reform Act, as now exist or may hereafter be
added or amended.
Section 2. Definitions
Unless otherwise expressly provided herein, words and terms used in this Policy shall have the
same meaning as that ascribed to such words and terms in the FPPC Regulations and the Political
Reform Act.
A. “City” shall mean the City of Rancho Cucamonga, the Rancho Cucamonga Fire Protection
District, and any departments, boards, committees, and commissions thereof.
B. “City Official” shall mean every official, officer, agent and employee of the City who is
obligated to file an annual Statement of Economic Interests (FPPC Form 700) under the
Political Reform Act or the City’s current conflict of interest code.
C. “City Venue” shall mean and refer to any facility owned, controlled or operated by the
City.
D. “FPPC” shall mean and refer to the California Fair Political Practices Commission.
E. “FPPC Regulations” shall mean the Fair Political Practices Commission regulations
contained in Title 2, Division 6 of the California Code of Regulations, Sections 18110 et
seq., as the same may be amended from time to time.
F. “Immediate Family” shall mean the spouse and dependent children of the City Official.
The term spouse includes registered domestic partners recognized by state law. The term
dependent children shall mean a child, including an adoptive child or stepchild, of a City
Official who is under 18 years old and who the City Official is entitled to claim as a
dependent on his or her federal tax return.
G. “Pass” shall mean a Ticket that provides repeated access, entry, or admission to a facility
or series of events and for which similar passes are sold to the public.
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Resolution No. 2023-XXX - Page 4 of 8
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H. “Policy” shall mean and refer to this Policy Regarding the Distribution of Complimentary
Tickets or Passes Pursuant to FPPC Regulation 18944.1
I. “Political Reform Act” shall mean California Political Reform Act of 1974 (Government
Code Sections 81000, et seq., as the same may be amended from time to time) and the
FPPC Regulations.
J. “Ticket” shall mean anything that provides access, entry, or admission to a specific future
event or function, and for which similar tickets are sold to the public to view, listen to, or
otherwise take advantage of the attraction or activity for which the ticket is sold and
includes any benefits that the ticket provides.
Section 3. Application of Policy
A. This Policy shall be applicable to every officer, agent and employee of the City who is
obligated to file an annual Statement of Economic Interests (Form 700) under the Political
Reform Act or the City’s current conflict of interest code.
B. This Policy governs the distribution of Tickets or Passes by the City to a City Official, or
at the behest of a City Official, that are either:
1. Gratuitously provided to the City by an outside source;
2. Acquired by the City by purchase;
3. Acquired by the City as consideration pursuant to the terms of a contract for the
use of a city venue; or
4. Acquired and distributed by the City in any other manner.
C. This Policy does not apply to the following:
1.Other items of value.Any other item of value provided to the City or any City
Official, regardless of whether received gratuitously or for which consideration is
provided.
2.Sources other than the City.Tickets or Passes provided by sources other than
the City.
3. Taxable Income. A Ticket or Pass received by a City Official from the City where
both the City Official and the City treat and report the value of the Ticket or Pass
as taxable income consistent with applicable state and federal income tax laws
and the Ticket is reported as income.
4.Reimbursement. A Ticket or Pass distributed by the City to a City Official if such
City Official pays to the City the fair value of the ticket within 30 days of receipt.
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Resolution No. 2023-XXX - Page 5 of 8
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5.Ceremonial Roles. A Ticket provided to a City Official so that the City Official may
perform a ceremonial role on behalf of the City or as part of his or her job duties
to assist the official performing the ceremonial role, is not a gift as provided by
Section 18942(a)(13) of the FPPC Regulations.
Section 4. General Provisions.
A. No Right to Tickets or Passes: The use of complimentary Tickets or Passes is a privilege
extended by the City and not the right of any person to which the privilege may from time
to time be extended.
B. Limitation on Transfer of Tickets or Passes: Tickets or Passes distributed to a City Official
pursuant to this Policy shall not be transferred to any other person, except to members of
such City Official’s Immediate Family or no more than one guest solely for their attendance
at the event. If a City Official transfers a Ticket or Pass he or she has received from the
City to another person, as opposed to returning the Ticket or Pass to the City for
redistribution, then the value of the Ticket or Pass he or she transfers shall constitute a
gift to him or her and shall be reportable as provided by the FPPC Regulations.
C. Prohibition Against Sale of or Receiving Reimbursement for Tickets or Passes: No person
who receives a Ticket or Pass pursuant to this Policy shall sell or receive reimbursement
for the value of such Ticket or Pass.
D. No Disproportionate Use. There shall be no disproportionate use of Tickets or Passes by
any City Council member, the City Manager or any department head.
Section 5. Ticket Administrator
A. The City Council delegates the authority to the City Manager or his/her designee to be the
Ticket Administrator for purposes of implementing the provisions of this Policy.
B. The Ticket Administrator shall have the authority, in his or her sole discretion, to establish
procedures for the distribution of Tickets or Passes in accordance with this Policy. Such
authority includes the power to distribute such a Ticket or Pass to the City Manager
provided that doing so is otherwise consistent with this Policy. All requests for Tickets or
Passes that fall within the scope of this Policy shall be made in accordance with the
procedures established by the Ticket Administrator.
C. The Ticket Administrator shall determine the fair value of Tickets or Passes distributed by
the City for purposes of reporting pursuant to Section 9 of this Policy.
D. The Ticket Administrator, in his or her sole discretion, may revoke or suspend the Ticket
privileges of any person who violates any provision of this Policy or the procedures
established by the Ticket Administrator for the distribution of Tickets or Passes.
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Resolution No. 2023-XXX - Page 6 of 8
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E. For the purpose of implementing this Policy, and completing and posting the FPPC
California Form 802, the Ticket Administrator shall be the “Agency Head.” The Office of
the City Clerk is delegated responsibility for completing and posting the FPPC Form 802.
Section 6. Conditions Under Which Tickets or Passes Distributed to City Officials are
not considered a Gift under the Political Reform Act
A. The Ticket Administrator must distribute complimentary Tickets or Passes to City Officials
only pursuant to this Policy.
B. The Ticket or Pass is not earmarked by an outside source for use by specific City
Official(s). The Ticket Administrator must determine, in its sole discretion, who uses the
Ticket or Pass.
C. The Ticket or Pass must be reported pursuant to Section 9 of this Policy.
D. The distribution of the Ticket(s) to, or at the behest of, the City Official must accomplish or
further one or more of the following governmental and/or public purposes:
1. Facilitating the performance of a ceremonial role or function by a City Official on
behalf of the City at an event, for which the City Official may receive enough Tickets
or Passes for the City Official and each member of his or her Immediate Family.
2. Facilitating the attendance of a City Official at an event where the job duties of the
City Official require his or her attendance at the event, for which the City Official
may receive enough Tickets or Passes for each member of the City Official’s
Immediate Family.
3. Promotion of intergovernmental relations and/or cooperation and coordination of
resources with other governmental agencies, including, but not limited to,
attendance at an event with or by elected or appointed public officials from other
jurisdictions, their staff members and their guests.
4. Economic or business development purposes on behalf of the City.
5. Promotion of City resources and/or facilities available to Rancho Cucamonga
residents.
6. Promotion of City-run, sponsored or supported community events, activities or
programs.
7. To monitor and evaluate the value of City-run, sponsored or supported community
events, activities or programs to the City including but not limited to evaluation of
the venue, quality of performances and compliance with City policies, agreements
and other requirements.
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Resolution No. 2023-XXX - Page 7 of 8
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8. Promotion and evaluation of events, activities or programs at City venues,
including but not limited to evaluation of the venue, quality of performances and
compliance with City policies, agreements and other requirements.
9. Promoting, supporting and/or showing appreciation for programs or services
rendered by charitable and non-profit organizations benefiting Rancho
Cucamonga residents.
10. Promotion of City tourism on a local, state, national or worldwide scale.
11. Business retention or attraction on a local, state, national or worldwide scale.
12. Promotion of City recognition, visibility, and/or profile on a local, state, national or
worldwide scale.
13. Encouraging Rancho Cucamonga resident and business support for and
attendance at local events.
14. Encouraging participants in City sponsored programs to attend local events.
15. Attracting or rewarding volunteer public service.
16. Encouraging or rewarding significant academic, athletic, or public service
achievements by Rancho Cucamonga students, residents or businesses.
17. Attracting and retaining highly qualified employees in the City service.
18. Recognizing or rewarding meritorious service by a City employee.
19. Promoting enhanced City employee performance or morale.
20. As an incident to the above public purposes, allowing for the Immediate Family of
the City Official to accompany the City Official to events to accomplish any of the
purposes listed in this Resolution.
E. The City Official receiving a Ticket or Pass shall prepare a written inspection report
of findings and recommendations if part of the public purpose for which the Ticket
or Pass was received was for the public oversight or inspection of facilities.
Section 7. Tickets or Passes Distributed at the Behest of a City Official.
A. Only the following City Officials shall have authority to behest Tickets or Passes: City
Council Members, the City Manager, the Assistant City Manager, the Deputy City
Manager(s) and Department Heads.
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B. Tickets or Passes shall be distributed at the behest of a City Official only for one or more
public purposes set forth in Section 6.D. above.
C. If Tickets or Passes are distributed at the behest of a City Official, such City Official shall
not use one of the Tickets or Passes so distributed to attend the event.
Section 8. Other Benefits
A. The distribution of Tickets or Passes pursuant to this Policy shall not constitute a "gift" to
the City Official receiving the Ticket, however, other benefits, such as food or beverage or
other gifts provided to the City Official that are not given to the general public as part of
the Ticket or Pass admission, will need to be accounted for as gifts.
B. If the City receives complimentary Tickets or Passes that are earmarked for particular City
Officials, then the Tickets or Passes are considered gifts to that particular City Official. If
these Tickets or Passes are not returned unused to the provider within thirty (30) days of
receipt, then the City Official must comply with the applicable FPPC gift limit regulations
and reporting regulations.
Section 9. Posting and Disclosure Requirements
A. Within 30 days of adoption or amendment of this Policy, the Policy shall be posted on the
City’s website and a link to the website that displays the City’s Policy shall be e-mailed to
the FPPC in order for the FPPC to post the link on its website.
B. Within 45 days of distribution of a Ticket or Pass, the City must report the distribution on
FPPC Form 802 containing the information required to be reported under Regulation
18944.1(d), and post the Form 802 on the City’s website and a link to the website that
displays the City’s Form 802s shall be e-mailed to the FPPC in order for the FPPC to post
the link on its website.
C. This Policy and the City’s Form 802s are public records and are subject to inspection and
copying under Government Code Section 81008.
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Resolution No. FD 2023-XXX - Page 1 of 8
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RESOLUTION NO. FD 2023-XXX
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT,
RANCHO CUCAMONGA, CALIFORNIA, ADOPTING A
COMPLIMENTARY TICKETS OR PASSES POLICY PURSUANT
TO FAIR POLITICAL PRACTICES COMMISSION REGULATION
18944.1
A. Recitals
1. From time to time, special districts, including the Rancho Cucamonga Fire Protection
District (“District”) may receive complimentary tickets or passes from third parties for
use by various District officials, including employees.
2. Fair Political Practices Commission (FPPC) Regulation 18944.1 authorizes the Board
of Directors to adopt a written policy governing the distribution of complimentary tickets
and passes that includes a statement describing the public purpose to be
accomplished by such policy. When distributed pursuant to a qualifying policy, such
tickets are not considered gifts under the FPPC Regulations.
B. Resolution
NOW, THEREFORE, it is hereby found, determined, and resolved by the Board of
Directors of the Rancho Cucamonga Fire Protection District as follows:
1. The Board of Directors hereby approves and adopts the “Policy Regarding the
Distribution of Complimentary Tickets or Passes Pursuant to FPPC Regulation
18944.1” attached hereto as Exhibit A and on file in the office of the District Secretary.
2. The Board of Directors hereby directs the Secretary to post the policy on the District’s
website, which is the City of Rancho Cucamonga’s website.
3. The Secretary shall certify to the adoption of this Resolution.
ATTACHMENT 2
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Resolution No. FD 2023-XXX - Page 2 of 8
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PASSED, APPROVED AND ADOPTED this 19th day of July, 2023.
_____________________________
L. Dennis Michael, President
ATTEST:
_
Janice C. Reynolds, Secretary
I, JANICE C. REYNOLDS , SECRETARY of the Rancho Cucamonga Fire Protection District, do
hereby certify that the foregoing Resolution was duly passed, approved, and adopted by the
Board of Directors of the Rancho Cucamonga Fire Protection District, at a Regular Meeting of
said Board held on the 19th day of July, 2023.
AYES:
NOES:
ABSENT:
ABSTAINED:
Executed this 20th day of July, 2023, at Rancho Cucamonga, California.
_
Janice C. Reynolds, Secretary
Page 176 of 715
Resolution No. FD 2023-XXX - Page 3 of 8
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EXHIBIT A
CITY OF RANCHO CUCAMONGA AND
RANCHO CUCAMONGA FIRE PROTECTION DISTRICT
POLICY REGARDING THE DISTRIBUTION OF COMPLIMENTARY TICKETS OR PASSES
PURSUANT TO FPPC REGULATION 18944.1
Section 1. Purpose of Policy
The purpose of this Policy is to establish a fair and equitable process for the distribution of
complimentary tickets or passes to the City in compliance with the requirements of Section
18944.1 of the Fair Political Practices Commission Regulations. This Policy is subject to all
applicable FPPC Regulations and the Political Reform Act, as now exist or may hereafter be
added or amended.
Section 2. Definitions
Unless otherwise expressly provided herein, words and terms used in this Policy shall have the
same meaning as that ascribed to such words and terms in the FPPC Regulations and the Political
Reform Act.
A. “City” shall mean the City of Rancho Cucamonga, the Rancho Cucamonga Fire Protection
District, and any departments, boards, committees, and commissions thereof.
B. “City Official” shall mean every official, officer, agent and employee of the City who is
obligated to file an annual Statement of Economic Interests (FPPC Form 700) under the
Political Reform Act or the City’s current conflict of interest code.
C. “City Venue” shall mean and refer to any facility owned, controlled or operated by the
City.
D. “FPPC” shall mean and refer to the California Fair Political Practices Commission.
E. “FPPC Regulations” shall mean the Fair Political Practices Commission regulations
contained in Title 2, Division 6 of the California Code of Regulations, Sections 18110 et
seq., as the same may be amended from time to time.
F. “Immediate Family” shall mean the spouse and dependent children of the City Official.
The term spouse includes registered domestic partners recognized by state law. The term
dependent children shall mean a child, including an adoptive child or stepchild, of a City
Official who is under 18 years old and who the City Official is entitled to claim as a
dependent on his or her federal tax return.
G. “Pass” shall mean a Ticket that provides repeated access, entry, or admission to a
facility or series of events and for which similar passes are sold to the public.
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H. “Policy” shall mean and refer to this Policy Regarding the Distribution of Complimentary
Tickets or Passes Pursuant to FPPC Regulation 18944.1
I. “Political Reform Act” shall mean California Political Reform Act of 1974 (Government
Code Sections 81000, et seq., as the same may be amended from time to time) and the
FPPC Regulations.
J. “Ticket” shall mean anything that provides access, entry, or admission to a specific
future event or function, and for which similar tickets are sold to the public to view, listen
to, or otherwise take advantage of the attraction or activity for which the ticket is sold and
includes any benefits that the ticket provides.
Section 3. Application of Policy
A. This Policy shall be applicable to every officer, agent and employee of the City who is
obligated to file an annual Statement of Economic Interests (Form 700) under the
Political Reform Act or the City’s current conflict of interest code.
B. This Policy governs the distribution of Tickets or Passes by the City to a City Official, or
at the behest of a City Official, that are either:
1. Gratuitously provided to the City by an outside source;
2. Acquired by the City by purchase;
3. Acquired by the City as consideration pursuant to the terms of a contract for the
use of a city venue; or
4. Acquired and distributed by the City in any other manner.
C. This Policy does not apply to the following:
1.Other items of value.Any other item of value provided to the City or any City
Official, regardless of whether received gratuitously or for which consideration is
provided.
2.Sources other than the City.Tickets or Passes provided by sources other than
the City.
3.Taxable Income. A Ticket or Pass received by a City Official from the City where
both the City Official and the City treat and report the value of the Ticket or Pass
as taxable income consistent with applicable state and federal income tax laws
and the Ticket is reported as income.
4.Reimbursement. A Ticket or Pass distributed by the City to a City Official if such
City Official pays to the City the fair value of the ticket within 30 days of receipt.
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Resolution No. FD 2023-XXX - Page 5 of 8
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5.Ceremonial Roles. A Ticket provided to a City Official so that the City Official may
perform a ceremonial role on behalf of the City or as part of his or her job duties
to assist the official performing the ceremonial role, is not a gift as provided by
Section 18942(a)(13) of the FPPC Regulations.
Section 4. General Provisions.
A. No Right to Tickets or Passes: The use of complimentary Tickets or Passes is a privilege
extended by the City and not the right of any person to which the privilege may from time
to time be extended.
B. Limitation on Transfer of Tickets or Passes: Tickets or Passes distributed to a City Official
pursuant to this Policy shall not be transferred to any other person, except to members of
such City Official’s Immediate Family or no more than one guest solely for their attendance
at the event. If a City Official transfers a Ticket or Pass he or she has received from the
City to another person, as opposed to returning the Ticket or Pass to the City for
redistribution, then the value of the Ticket or Pass he or she transfers shall constitute a
gift to him or her and shall be reportable as provided by the FPPC Regulations.
C. Prohibition Against Sale of or Receiving Reimbursement for Tickets or Passes: No person
who receives a Ticket or Pass pursuant to this Policy shall sell or receive reimbursement
for the value of such Ticket or Pass.
D. No Disproportionate Use. There shall be no disproportionate use of Tickets or Passes by
any City Council member, the City Manager or any department head.
Section 5. Ticket Administrator
A. The City Council delegates the authority to the City Manager or his/her designee to be the
Ticket Administrator for purposes of implementing the provisions of this Policy.
B. The Ticket Administrator shall have the authority, in his or her sole discretion, to establish
procedures for the distribution of Tickets or Passes in accordance with this Policy. Such
authority includes the power to distribute such a Ticket or Pass to the City Manager
provided that doing so is otherwise consistent with this Policy. All requests for Tickets or
Passes that fall within the scope of this Policy shall be made in accordance with the
procedures established by the Ticket Administrator.
C. The Ticket Administrator shall determine the fair value of Tickets or Passes distributed by
the City for purposes of reporting pursuant to Section 9 of this Policy.
D. The Ticket Administrator, in his or her sole discretion, may revoke or suspend the Ticket
privileges of any person who violates any provision of this Policy or the procedures
established by the Ticket Administrator for the distribution of Tickets or Passes.
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Resolution No. FD 2023-XXX - Page 6 of 8
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E. For the purpose of implementing this Policy, and completing and posting the FPPC
California Form 802, the Ticket Administrator shall be the “Agency Head.” The Office of
the City Clerk is delegated responsibility for completing and posting the FPPC Form 802.
Section 6. Conditions Under Which Tickets or Passes Distributed to City Officials are
not considered a Gift under the Political Reform Act
A. The Ticket Administrator must distribute complimentary Tickets or Passes to City Officials
only pursuant to this Policy.
B. The Ticket or Pass is not earmarked by an outside source for use by specific City
Official(s). The Ticket Administrator must determine, in its sole discretion, who uses the
Ticket or Pass.
C. The Ticket or Pass must be reported pursuant to Section 9 of this Policy.
D. The distribution of the Ticket(s) to, or at the behest of, the City Official must accomplish or
further one or more of the following governmental and/or public purposes:
1. Facilitating the performance of a ceremonial role or function by a City Official on
behalf of the City at an event, for which the City Official may receive enough Tickets
or Passes for the City Official and each member of his or her Immediate Family.
2. Facilitating the attendance of a City Official at an event where the job duties of the
City Official require his or her attendance at the event, for which the City Official
may receive enough Tickets or Passes for each member of the City Official’s
Immediate Family.
3. Promotion of intergovernmental relations and/or cooperation and coordination of
resources with other governmental agencies, including, but not limited to,
attendance at an event with or by elected or appointed public officials from other
jurisdictions, their staff members and their guests.
4. Economic or business development purposes on behalf of the City.
5. Promotion of City resources and/or facilities available to Rancho Cucamonga
residents.
6. Promotion of City-run, sponsored or supported community events, activities or
programs.
7. To monitor and evaluate the value of City-run, sponsored or supported community
events, activities or programs to the City including but not limited to evaluation of
the venue, quality of performances and compliance with City policies, agreements
and other requirements.
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Resolution No. FD 2023-XXX - Page 7 of 8
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8. Promotion and evaluation of events, activities or programs at City venues,
including but not limited to evaluation of the venue, quality of performances and
compliance with City policies, agreements and other requirements.
9. Promoting, supporting and/or showing appreciation for programs or services
rendered by charitable and non-profit organizations benefiting Rancho
Cucamonga residents.
10. Promotion of City tourism on a local, state, national or worldwide scale.
11. Business retention or attraction on a local, state, national or worldwide scale.
12. Promotion of City recognition, visibility, and/or profile on a local, state, national or
worldwide scale.
13. Encouraging Rancho Cucamonga resident and business support for and
attendance at local events.
14. Encouraging participants in City sponsored programs to attend local events.
15. Attracting or rewarding volunteer public service.
16. Encouraging or rewarding significant academic, athletic, or public service
achievements by Rancho Cucamonga students, residents or businesses.
17. Attracting and retaining highly qualified employees in the City service.
18. Recognizing or rewarding meritorious service by a City employee.
19. Promoting enhanced City employee performance or morale.
20. As an incident to the above public purposes, allowing for the Immediate Family of
the City Official to accompany the City Official to events to accomplish any of the
purposes listed in this Resolution.
E. The City Official receiving a Ticket or Pass shall prepare a written inspection report of
findings and recommendations if part of the public purpose for which the Ticket or Pass
was received was for the public oversight or inspection of facilities.
Section 7. Tickets or Passes Distributed at the Behest of a City Official.
A. Only the following City Officials shall have authority to behest Tickets or Passes: City
Council Members, the City Manager, the Assistant City Manager, the Deputy City
Manager(s) and Department Heads.
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B. Tickets or Passes shall be distributed at the behest of a City Official only for one or more
public purposes set forth in Section 6.D. above.
C. If Tickets or Passes are distributed at the behest of a City Official, such City Official shall
not use one of the Tickets or Passes so distributed to attend the event.
Section 8. Other Benefits
A. The distribution of Tickets or Passes pursuant to this Policy shall not constitute a "gift" to
the City Official receiving the Ticket, however, other benefits, such as food or beverage or
other gifts provided to the City Official that are not given to the general public as part of
the Ticket or Pass admission, will need to be accounted for as gifts.
B. If the City receives complimentary Tickets or Passes that are earmarked for particular City
Officials, then the Tickets or Passes are considered gifts to that particular City Official. If
these Tickets or Passes are not returned unused to the provider within thirty (30) days of
receipt, then the City Official must comply with the applicable FPPC gift limit regulations
and reporting regulations.
Section 9. Posting and Disclosure Requirements
A. Within 30 days of adoption or amendment of this Policy, the Policy shall be posted on the
City’s website and a link to the website that displays the City’s Policy shall be e-mailed to
the FPPC in order for the FPPC to post the link on its website.
B. Within 45 days of distribution of a Ticket or Pass, the City must report the distribution on
FPPC Form 802 containing the information required to be reported under Regulation
18944.1(d), and post the Form 802 on the City’s website and a link to the website that
displays the City’s Form 802s shall be e-mailed to the FPPC in order for the FPPC to post
the link on its website.
C. This Policy and the City’s Form 802s are public records and are subject to inspection and
copying under Government Code Section 81008.
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(Regulations of the Fair Political Practices Commission, Title 2, Division 6, California Code of
Regulations)
§ 18944.1. Gifts: Agency Provided Tickets or Passes.
(a) Gift Exemption. A ticket or pass provided to an official by the official's agency and
distributed and used in accordance with a policy adopted by the agency is not a gift under the
Political Reform Act if all of the following criteria are met:
(1) The distribution of the ticket or pass by the agency is made in accordance with a
policy adopted by the agency that incorporates all of the provisions of subdivision (b) and is
maintained as a public record as required in subdivision (c).
(2) The distribution of the ticket or pass is reported pursuant to subdivision (d).
(3) The ticket or pass is not earmarked by an outside source for use by a specific agency
official.
(4) The agency determines, in its sole discretion, who uses the ticket or pass.
(b) Agency Ticket/Pass Distribution Policy. Any distribution of a ticket or pass under this
regulation to, or at the behest of, an agency official must be made pursuant to a written agency
ticket distribution policy, duly adopted by the legislative or governing body of the agency or, if
none, the agency head that contains, at a minimum, all of the following:
(1) A provision setting forth the public purposes of the agency for which tickets or passes
may be distributed.
(2) A provision requiring that the distribution of any ticket or pass to, or at the behest of,
an agency official accomplishes a stated public purpose of the agency.
ATTACHMENT 3
Page 183 of 715
2
(3) A provision prohibiting the transfer of any ticket received by an agency official
pursuant to the distribution policy except to members of the official's immediate family or no
more than one guest solely for their attendance at the event.
(4) A provision prohibiting the disproportionate use of tickets or passes by a member of
the governing body, chief administrative officer of the agency, political appointee, or department
head.
(c) Public Record. The policy must be maintained as a public record and is subject to
inspection and copying under Section 81008. The agency must post the policy on its website
within 30 days of adoption or amendment and send to the Commission by e-mail the agency's
website link that displays the policy so that the Commission may post the link.
(d) Reporting. Within 45 days of distribution of a ticket or pass, the distribution must be
reported on a form provided by the Commission.
(1) Except as provided in subdivision (d)(2), the information must include the following:
(A) The name of the official receiving the ticket or pass;
(B) A description of the event;
(C) The date of the event;
(D) The fair value of the ticket or pass as that term is defined in Regulation 18946,
subdivision (d)(1);
(E) The number of tickets or passes provided to each person;
(F) If the ticket or pass is behested, the name of the official who behested the ticket;
(G) If the ticket was transferred to a person meeting the requirements of paragraph (b)(3),
the relationship of the transferee;
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(I) A written inspection report of findings and recommendations by the official receiving
the ticket or pass if received for the oversight or inspection of facilities.
(2) If the ticket or pass is distributed to a department or other unit of the agency, and not
used by a member of the governing body, the chief administrative officer of the agency, political
appointee, or department head, the agency may report the name of the department or other unit of
the agency receiving the ticket or pass and the number of tickets or passes provided to the
department or unit in lieu of reporting the name of the individual employee as otherwise required
in subdivision (d)(1).
(3) The forms must be maintained as public records and are subject to inspection and
copying under Section 81008(a). The agency must post the form, or a summary of the
information on the form, on its website and send to the Commission by e-mail the agency's
website link that displays the form so that the Commission may post the website link.
(e) Public Purpose. For purposes of subdivision (b)(2), the agency determines whether the
distribution of tickets or passes serves a legitimate public purpose of the agency, consistent with
state law. However, a ticket or pass distributed to an official for the official's personal use, other
than a member of the governing body, the chief administrative officer of the agency, political
appointee, or department head, to support general employee morale, retention, or to reward
public service is deemed to serve a public purpose. For purposes of this paragraph, “personal
use” is limited to the official and the official's family, or no more than one guest.
(f) Application. This regulation applies solely to a ticket or pass, as those terms are
defined in Regulation 18946, to an event or function provided by an agency to an official of the
agency, or at the behest of an official of that agency. The provisions of this regulation apply only
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to the benefits the official receives from the ticket or pass that are provided to all members of the
public with the same class of ticket or pass. This regulation does not apply to the following:
(1) An admission provided to a school, college, or university district official, coach,
athletic director, or employee to attend an amateur event performed by students, which are
neither gifts nor income.
(2) An admission identified in Regulation 18942(a)(13) relating to an official performing
a ceremonial role.
(g) Ticket or Pass Received as Income. A ticket or pass is not subject to the provisions of
this regulation, and not a gift for purposes of the Act, if it is taxable income to the official.
(h) Reimbursement. A ticket or pass is not subject to the provisions of this regulation, and
not a gift for purposes of the Act, if the official reimburses the agency for the ticket within 30
days of receipt.
Note: Authority cited: Section 83112, Government Code. Reference: Section 82028,
Government Code.
HISTORY
1. Renumbering of former section 18726.7 to section 18944.1 with amendment of section
heading filed 6-22-94; operative 6-22-94 (Register 94, No. 25).
2. Change without regulatory effect relocating section filed 11-17-94 pursuant to section 100,
title 1, California Code of Regulations (Register 94, No. 46).
3. Amendment of first paragraph and subsections (a)-(b) and (d)-(e) filed 7-25-95; operative 7-
25-95 pursuant to Government Code section 11343.4(d) (Register 95, No. 30).
4. Repealer and new section filed 1-8-2009; operative 2-7-2009. Submitted to OAL for filing
pursuant to Fair Political Practices Commission v. Office of Administrative Law, 3 Civil
Page 186 of 715
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C010924, California Court of Appeal, Third Appellate District, nonpublished decision, April 27,
1992 (FPPC regulations only subject to 1974 Administrative Procedure Act rulemaking
requirements) (Register 2009, No. 2).
5. Repealer of subsection (a), subsection relettering and amendment of newly designated
subsections (a)(1), (a)(2)(A)(iii)-(b), (c) and (e) filed 9-27-2010; operative 10-27-2010.
Submitted to OAL for filing pursuant to Fair Political Practices Commission v. Office of
Administrative Law, 3 Civil C010924, California Court of Appeal, Third Appellate District,
nonpublished decision, April 27, 1992 (FPPC regulations only subject to 1974 Administrative
Procedure Act rulemaking requirements) (Register 2010, No. 40).
6. Amendment of section heading and section filed 1-23-2012. Pursuant to California Code of
Regulations, title 2, section 18313(e), FPPC has designated an effective date of 1-1-2012.
Submitted to OAL for filing pursuant to Fair Political Practices Commission v. Office of
Administrative Law, 3 Civil C010924, California Court of Appeal, Third Appellate District,
nonpublished decision, April 27, 1992 (FPPC regulations only subject to 1974 Administrative
Procedure Act rulemaking requirements and not subject to procedural or substantive review by
OAL) (Register 2012, No. 4).
7. Amendment filed 1-14-2016; operative 2-13-2016, pursuant to title 2, section 18312(e) of the
California Code of Regulations. Submitted to OAL for filing and printing only pursuant to Fair
Political Practices Commission v. Office of Administrative Law, 3 Civil C010924, California
Court of Appeal, Third Appellate District, nonpublished decision, April 27, 1992 (FPPC
regulations only subject to 1974 Administrative Procedure Act rulemaking requirements and not
subject to procedural or substantive review by OAL) (Register 2016, No. 3).
Page 187 of 715
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8. Amendment of section heading and repealer and new section filed 6-20-2019; operative 7-20-
2019 pursuant to Cal. Code Regs., tit. 2, section 18312(e). Submitted to OAL for filing pursuant
to Fair Political Practices Commission v. Office of Administrative Law, 3 Civil C010924,
California Court of Appeal, Third Appellate District, nonpublished decision, April 27, 1992
(FPPC regulations only subject to 1974 Administrative Procedure Act rulemaking requirements
and not subject to procedural or substantive review by OAL) (Register 2019, No. 25).
9. Amendment of subsections (a) and (e) filed 5-12-2021; operative 6-11-2021 pursuant to Cal.
Code Regs., tit. 2, section 18312(e). Submitted to OAL for filing pursuant to Fair Political
Practices Commission v. Office of Administrative Law, 3 Civil C010924, California Court of
Appeal, Third Appellate District, nonpublished decision, April 27, 1992 (FPPC regulations only
subject to 1974 Administrative Procedure Act rulemaking requirements and not subject to
procedural or substantive review by OAL) (Register 2021, No. 20).
Page 188 of 715
California
Form
Agency Report of:
1. Agency Name
Designated Agency Contact (Name,Title)
Date Stamp
E-mail
Division, Department, or Region (if applicable)
2. Function or Event Information
Verification
I have read and understand FPPC Regulations 18944.1 and 18942. I have verified that the distribution set forth above, is in accordance
with the requirements.
Signature of Agency Head or Designee Print Name
Comment:
FPPC Form 802 (2/2016)
FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772)
(month, day, year)
802
(month, day, year)
For Official Use Only
Area Code/Phone Number
Date of Original Filing:
Ticket(s)/Pass(es) provided by agency?
Was ticket distribution made at the behest
of agency official?
Title
Ceremonial Role Events and Ticket/Pass Distributions
Face Value of Each Ticket/Pass $
Event Description:
If no:
If yes:
Amendment (Must Provide Explanation in Part 3.)
Provide Title/ Explanation
Name of Source
Official’s Name (Last, First)
If checking “Ceremonial Role” or “Other” describe below:
If checking “Ceremonial Role” or “Other” describe below:
Name of Agency, Department or Unit
Name of Outside Organization
(include address and description)
Name of Individual
(Last, First)
Number
of Ticket(s)/
Passes
Number
of Ticket(s)/
Passes
Number
of Ticket(s)/
Passes
Describe the public purpose made pursuant to the agency’s policy
Identify one of the following:
Describe the public purpose made pursuant to the agency’s policy
Does the agency have a ticket policy?No
No
Income Other
Other
Ceremonial Role
Ceremonial Role Income
No
Yes
Yes
Yes
Date(s) ////
3.
A.
B.
C.
4.
A Public Document
Recipients
Use Section A to identify the agency’s department or unit. Use Section B to identify an individual. Use Section C to identify an outside organization.• • •
Print Clear
ATTACHMENT 4
Page 189 of 715
California
Form 802Agency Report of:
Ceremonial Role Events and Ticket/Pass Distributions
A Public DocumentContinuation Sheet
Agency Name
If checking “Ceremonial Role” or “Other” describe below:
If checking “Ceremonial Role” or “Other” describe below:
If checking “Ceremonial Role” or “Other” describe below:
If checking “Ceremonial Role” or “Other” describe below:
Name of Agency, Department or Unit
Name of Individual
(Last, First)
Name of Outside Organization
(include address and description)
Number
of Ticket(s)/
Passes
Number
of Ticket(s)/
Passes
Number
of Ticket(s)/
Passes
Describe the public purpose made pursuant to the agency’s policy
Identify one of the following:
Describe the public purpose made pursuant to the agency’s policy
Income
Income
Other
Other
Other
Other
Ceremonial Role
Ceremonial Role
Ceremonial Role
Ceremonial Role
Income
Income
3.
A.
B.
C.
Recipients
Use Section A to identify the agency’s department or unit. Use Section B to identify an individual. Use Section C to identify an outside organization.• • •
FPPC Form 802 (2/2016)
FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772)
Print Clear
Page 190 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Elisa C. Cox, Assistant City Manager
Michael Parmer, Assistant to the City Manager
SUBJECT:Consideration of First Reading of Ordinance No. 1019, to be Read by Title
Only and Waive Further Reading, Repealing Chapter 10.76 of the Rancho
Cucamonga Municipal Code, Discontinuing the City's Police Tow Rotation
Program and Making a Determination that the Ordinance is Exempt from
the California Environmental Quality Act. (ORDINANCE NO. 1019) (CITY)
RECOMMENDATION:
Staff recommends the City Council introduce, as read by title only and waive further reading,
Ordinance No. 1019, repealing Chapter 10.76 of the Rancho Cucamonga Municipal Code,
discontinuing the City's police tow rotation program and make a determination that the ordinance
is exempt from the California Environmental Quality Act.
BACKGROUND:
In April 2017, the City of Rancho Cucamonga (“City”) instituted its own police tow rotation program
by adoption of Ordinance No. 905. Prior to that time, the San Bernardino County Sheriff’s
Department, acting through its Rancho Cucamonga Station, provided police tow services
throughout the city.
ANALYSIS:
As a matter of routine, periodically, the City reviews existing programs to evaluate costs, status,
resources, and more. Upon review of the City police tow rotation program, it was determined that
the burden on administrative resources to maintain a City police tow rotation program was not
commensurate with the costs. Additionally, the San Bernardino County Sheriff’s Department
informed the City that it is ready and willing to provide police tow services. By repealing via
Ordinance No. 1019 Chapter 10.76 of the Rancho Cucamonga Municipal Code, the City’s police
tow rotation program will be discontinued, and the San Bernardino County Sheriff’s Department
will assume responsibility for police tow services throughout the City.
Environmental (CEQA) Review
This proposed action is exempt from review under the California Environmental Quality Act
(California Public Resources Code §§ 21000, et seq., "CEQA") and CEQA Guidelines (Title 14
California Code of Regulations §§ 15000, et seq.), because it does not involve any commitment
to a specific project which could result in a potentially significant physical impact on the
environment; and, constitutes an organizational or administrative activity that will not result in
direct or indirect physical changes in the environment. Accordingly, this action does not constitute
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a "project" that requires environmental review (see specifically 14 CCR § 15061(b) (3) and
15378(b)(5)). This is because this Ordinance will result in no potential development that could
have an environmental impact and the same number of tow truck trips would occur whether the
City or the Sheriff’s Department operates the tow rotation program.
FISCAL IMPACT:
The City will no longer collect fees associated with the tow rotation program, which were budgeted
at $492,960 for Fiscal Year 2023/24. While some minor savings will be realized by no longer
providing the tow release program in house, overall costs for the Sheriff contract and staffing will
not change. The net result will be a loss of revenue. Staff will monitor the impact of this reduction
in fees and, if necessary, amend the mid-year budget to provide for other offsetting expenditure
reductions.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This item aligns with the City Council’s Core Values of a relentless pursuit of improvement and
promoting and enhancing a safe and healthy community for all.
ATTACHMENTS:
Attachment 1 - Ordinance No. 1019
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Ordinance No. 1019 – Page 1 of 2
3
8
8
4
ORDINANCE NO. 1019
AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA,
CALIFORNIA, REPEALING CHAPTER 10.76 OF THE RANCHO
CUCAMONGA MUNICIPAL CODE, DISCONTINUING THE CITY
OF RANCHO CUCAMONGA’S POLICE TOW ROTATION
PROGRAM, AND MAKING A DETERMINATION THAT THE
ORDINANCE IS EXEMPT FROM THE CALIFORNIA
ENVIRONMENTAL QUALITY ACT
I. Recitals.
A. The City of Rancho Cucamonga (“City”) instituted its own police tow rotation
program in 2017 by adoption of Ordinance No. 905. Prior to that time, the San Bernardino
County Sheriff’s Department, acting through its Rancho Cucamonga Station, provided police
tow services throughout the City.
B. The City Council has determined that it is no longer necessary to maintain its
own police tow rotation program due to its burden on the City’s administrative resources at this
time. In addition, the Sheriff’s Department has informed the City that it is ready and willing to
provide police tow services, thus obviating the need for the City to provide the service.
II. Findings.
A. Pursuant to the California Environmental Quality Act (“CEQA”), the City Council
finds that adoption of this Ordinance is covered by general rule that CEQA applies only to
projects which have the potential for causing a significant effect on the environment. The City
Council finds that there is no possible significant effect that could arise out of the adoption of
this Ordinance, therefore no further action is required under CEQA pursuant to Sections
15061(b)(3) and 15378(b)(5) of the State CEQA Guidelines (14 CCR § 15061(b)(3)). This is
because this Ordinance will result in no potential development that could have an environmental
impact and the same number of tow truck trips would occur whether the City or the Sheriff’s
Department operates the tow rotation program.
III. Ordinance.
The City Council of the City of Rancho Cucamonga does ordain as follows:
SECTION 1. Chapter 10.76 (City Towing Services) of Title 10 (Vehicles and Traffic) is
hereby repealed in its entirety.
SECTION 2. The City of Rancho Cucamonga police tow rotation program is hereby
discontinued and, as of August 1, 2023, the San Bernardino County Sheriff’s Department will be
responsible for police tow services throughout the City.
SECTION 3. The City Council declares that, should any section, subsection, subdivision,
sentence, clause, phrase, or portion of this Ordinance for any reason be held invalid or
unconstitutional by the decision of any court of competent jurisdiction, such decision shall not
affect the validity of the remaining portions of this Ordinance. The City Council hereby declares
that it would have adopted this Ordinance and each section, subsection, subdivision, sentence,
ATTACHMENT 1
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Ordinance No. 1019 – Page 2 of 2
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clause, phrase, or portion thereof, irrespective of the fact that any one or more sections,
subsections, subdivisions, sentences, clauses, phrases, or portions thereof be declared invalid or
unconstitutional.
SECTION 4. Neither the adoption of this Ordinance nor the repeal of any other
Ordinance of this City shall in any manner affect the prosecution for violations of ordinances,
which violations were committed prior to the effective date hereof, nor be construed as a waiver
of any penalty or the penal provisions applicable to any violation thereof.
SECTION 5. The City Clerk shall certify to the adoption of this Ordinance and shall cause
it to be published in the manner required by law.
PASSED, APPROVED, AND ADOPTED this _____ day of ______________, 2023.
_____________________________________
L. Dennis Michael
Mayor
I, JANICE REYNOLDS, City Clerk of the City of Rancho Cucamonga, do hereby certify
that the foregoing Ordinance was introduced at a regular meeting of the City Council of the City
of Rancho Cucamonga held on the _____ day of _______________, 2023, and was finally
passed at a regular meeting of the City Council of the City of Rancho Cucamonga held on the
______ day of ______________, 2023, by the following vote:
AYES:COUNCILMEMBERS:
NOES:COUNCILMEMBERS:
ABSENT:COUNCILMEMBERS:
ABSTAINED: COUNCILMEMBERS:
ATTEST:______________________________
City Clerk
Page 194 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Matthew Burris, Deputy City Manager, Community Development
Department
Matt Marquez, Planning and Economic Development Director
Sean McPherson, AICP, Acting Principal Planner
SUBJECT:Preliminary Review Hearing to Consider a Proposed Master Plan
Application for a Mixed-Use Development that would Include Site-Specific
Development Standards, Including a Floor Area Ratio Standard Lower
than the Current Standard Under the Development Code, at 9505 Base
Line Road. (CITY)
RECOMMENDATION:
Staff asks that the City Council consider policy implications of reducing a non-residential floor
area standard within a specific project site located at 9505 Baseline Road. Notably, this site is
located within a form-based zone Neighborhood General 3 (NG3), but not within the Corridor
Overlay.
The applicant for the potential project discussed in this report has requested to deviate from this
standard by way of the master plan process due to the specific circumstance of their site.
Generally, staff does not oppose the request for the project to deviate from the non-residential
floor area requirement and recommends that the Council authorize the project to proceed with
the understanding that this is not an approval nor a guarantee of future approval. Staff and the
Planning Commission may ultimately recommend against, and the City Council may ultimately
vote against or not support the project at the project hearings once additional details and analysis
become available in the future.
Staff also recommends that the Council direct staff to immediately consider a Development Code
Amendment to analyze and review non-residential standards for mixed use projects and
recommend revised standards appropriate to mixed use zones to support pedestrian oriented
developments as envisioned in the General Plan.
In summary, staff is recommending the following:
1. That the City Council consider policy implications of reducing a non-residential floor
area standard for a specific project site located at 9505 Baseline Road. Notably, this
site is located within a form-based zone Neighborhood General 3 (NG3), but not within
the Corridor Overlay.
2. That the Council authorize the project to proceed with the understanding that this is not
an approval, nor a guarantee of future approval, nor guarantee of a future
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recommendation of approval from staff.
3. That the Council direct staff to immediately consider a Development Code Amendment
to analyze and review non-residential standards for mixed use projects and recommend
revised standards appropriate to mixed use zones to support pedestrian oriented
developments as envisioned in the General Plan
BACKGROUND:
In August 2021, the City Council adopted a policy on providing early Council feedback on
applicant-initiated General Plan amendments, Specific Plans, master plans, or Development
Code amendments, such as the subject master plan request. This early feedback from Council is
to be provided via an administrative hearing. This policy is attached to this staff report for
reference as Attachment 1.
In summary, the intent of this master plan policy is that, after receiving early Council feedback,
the applicant can decide whether to pursue the legislative amendment, and the other entitlements
for their project prior to investing significant cost and resources into a project, with the Council’s
preliminary policy considerations in mind.
General Plan and Development Code Update as it Relates to the Master Plan Request
Following the adoption of the current General Plan on December 15, 2021, the City Council
adopted a comprehensive update to the Development Code intended to effectuate the General
Plan’s vision. Central to the amendments to the Development Code was the creation of the Form-
Based Code (FBC). The FBC establishes place-based standards for certain areas of the City and
represents an alternative to conventional zoning, which focuses more on the separation of land
uses.
In addition to the establishment of the FBC, the Development Code amendment also involved a
change to the Official Zoning Map establishing the creation of “Corridor Overlays” within certain
form-based zones. These frontage overlays, divided between Corridor Fronting Residential,
Commercial or Non-Residential, dictate which type of uses are required along key corridors
throughout the city, and correlate to the Corridor Place type established in the General Plan. It is
along these corridors where the visual, aesthetic, and economic benefits of the new form-based
zoning regulations will be most apparent and obvious.
To better realize this development potential, the Development Code stipulates that non-residential
floor area ratios (FAR), or the percentage of a project area dedicated to commercial, retail, or
non-residential floor area, be set higher within form-based zones than elsewhere in the City, and
particularly within the Corridor Overlay, ranging from a minimum of 0.2 in the Center 1 (CE1)
zone, to a maximum of 2.0 in the Center 2 (CE2) zone. This means, that depending on the zone
within which a parcel is located, the non-residential component of the project would have to
dedicate between 20% (0.2 FAR) to 200% (2.0 FAR) of the parcel area to non-residential uses.
In March 2023, the prospective developer of 9505 Base Line Road submitted a Courtesy Review
application with the Planning and Economic Development Department proposing the potential
development of a 50-unit for sale mixed-use townhome project at 9505 Base Line Road located
within the Neighborhood General 3 (NG3) zone, within the Neighborhood Corridor General Plan
land use designation, but that is not located within the Corridor Overlay. The property is currently
improved with an existing single-family house which is currently vacant. See Figure 1.
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Figure 1 – Project A Vicinity Map
After reviewing the Courtesy Review application, staff noticed that the project did not meet the
required non-residential FAR of 0.4-0.6 for the NG3 zone. This standard would require the project
area, at 2.3 acres, to provide between approximately 40,000 to 60,000 square feet of non-
residential floor area. Instead, the developer has proposed a possible alternative of 10 live/work
units which cumulatively total approximately 3,000 square feet of non-residential floor area, which
when factored against the site size of the 2.3-acre site equals an approximate 0.03 FAR, which
is far below the 0.4-0.6 required FAR for the NG3 zone. In this case, the applicant cites the 0.4-
0.6 FAR requirement for non-residential floor area as burdensome considering the small size of
the lot. Thus, the applicant is requesting to develop a master plan for the site that includes site-
specific development standards. City staff would work with the property owner to draft
development standards and a site plan that is consistent with the General Plan. One such
standard would be a unique FAR standard by applying for a “Master Plan” pursuant to
Development Code Section 17.22.020.A.2, which “allows for the development of an exceptional
project design that cannot be built under an existing zone or due to constraints of existing
development standards.” To best facilitate this potential development application, and with the
specific objective to flush out major project issues BEFORE a developer commits significant
resources to the development process, staff is bringing the subject request before the Council
pursuant to the Master Plan policy.
To be clear, the prospective applicant for 9505 Base Line Road has not yet submitted a formal
development application. As such, please note the City Council is NOT asked to vote on any
project at this time, rather each Councilmember may provide comments addressing positive or
Base Line Road
Base Line Road
Amethyst AvenueProject A Subject site
9505 Base Line Road
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negative aspects of potential legislative applications, potential issues that should be evaluated by
staff, and suggest changes that could make the amendment more acceptable, if any.
ANALYSIS:
Some of the policy considerations that the Council might consider as part of their initial feedback
on the subject project may include neighborhood impacts, economic development, and whether
the use is appropriate for the site.
Summary of Proposed Legislative Change
In this case, the specific legislative change the Council is asked to consider would be reducing
the required non-residential floor area for a parcel within the form-based zone which is not located
within the Corridor Overlay. Rather than a blanket reduction for all such situated parcels, the
Council may consider such reductions on a case-by-case basis, in this case for the subject project
at 9505 Base Line Road. Staff notes that, generally, each of the zones are developed to
implement the vision of the General Plan, but mitigating factors, like their location along a corridor
or street or size, may make all requirements of the zone impractical for certain developments.
Thus, the master plan process provides a mechanism to analyze a potential deviation from
standards.
Pursuant to the master plan policy, staff has compiled a list of “pros” and “cons” for Council’s
review as they consider the policy implications related to reducing the required non-residential
floor area for the subject parcel.
Pros Cons
The potential project proposes 50 for-sale
units. Due to the small size of the subject
parcel, reducing the non-residential floor area
requirement may result in a higher yield of for-
sale units which would increase the number of
for-sale units in the city
Utilizing a master plan to adopt a site-specific
non-residential floor area that is lower than the
Development Code requires may impact
economic development potential and jobs
growth within the immediate surrounding
neighborhood
While the project proposes deficient non-
residential floor area, it does propose live/work
units along the Base Line frontage, would
complement the Alta Loma Town Center
Focus Area to the north.
A master plan that includes a site-specific non-
residential FAR could establish a precedent
for other mixed-use projects seeking to vary
the non-residential FAR.
In conclusion, after the administrative hearing, the applicant can determine if they would like to
continue through the standard development review process. If the City Council’s input is not
positive, staff shall use this feedback to problem solve with the applicant and make
recommendations to the developer for project revisions to address input provided or work on a
redesigned or different project. In such case, the applicant shall be welcome to an additional
review with the City Council to determine if a revised or alternative proposal might be a better
solution.
FISCAL IMPACT:
There is no fiscal impact at this time as this recommendation only involves policy discussions
related to certain standards generally and to a potential development application.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
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Considering the potential application prior to the applicant formally submitting an application as
part of the master plan process achieves the Council Core Value of “Working together
cooperatively and respectfully with each other, staff, and all stakeholders.” As the applicants are
still early in the development process, this discussion with the City Council represents a good faith
effort to vet major project concerns and questions prior to the developer investing significant cost
and resources into formally proposing development at these sites.
ATTACHMENTS:
Attachment 1 - CC Policy on Legislative Planning Applications
Page 199 of 715
DATE:August 18, 2021
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Matt Burris, Deputy City Manager of Community Development
SUBJECT:City Policy Pertaining to Early Feedback on General Plan Amendments,
Planned Community, Master Plan and Specific Plan Amendments, and
Development Code Amendments. (CITY)
RECOMMENDATION:
Staff recommends that the City Council receive, file and adopt the attached policy on providing
early Council feedback on General Plan amendments, Specific Plan, Planned Community or
Master Plan Amendments, or Development Code Amendments.
BACKGROUND:
The General Plan and Development Code are the primary documents that regulate the physical
development of the city. Additionally, in many areas of the city, Specific Plans, Planned
Communities, and master plans serve to regulate land use in place of the Development Code or
as a bridge between the General Plan and the Development Code. These documents regulate
land uses, infrastructure, and the mitigation of impacts. Under the Development Code, only the
City Council, Planning Commission, Planning Director, or a property owner may initiate
applications for these legislative amendments. In many cases, property owners (or their agents)
who apply for projects that may require multiple entitlements spend several years and thousands
of dollars designing a proposed project before ever knowing whether the City Council has any
interest in considering the necessary legislative change for the project.
ANALYSIS:
While the City typically receives limited applications for legislative changes such as General Plan
amendments, there are currently several such applications undergoing review by the Planning
Department. These types of legislative approvals can only be granted by the City Council and
have separate and distinct policy implications apart from the merits of a project. In order, however,
for an application to be considered by the City Council (under present policy and process), that
application must first undergo review and analysis by City staff, potential consideration by the
Design Review Committee, environmental analysis under CEQA, and consideration by the
Planning Commission. This process can easily take up to 18+ months and require an applicant
to spend thousands of dollars for design and studies, all before they have any understanding
whether the City Council has an interest in approving such a legislative change, which may be
necessary before any other entitlements needed for a project may be approved. In practice, staff
is finding that this approach causes a greater degree of uncertainty for the applicant and further
complicates the development review process for city staff, particularly in situations with competing
interests.
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ATTACHMENT 1
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There is another alternative; some cities allow for an applicant to seek preliminary feedback from
the city council in connection with the merits of a General Plan amendment or other legislative
changes. After the Council provides its feedback on the proposed legislative amendment, the
applicant can decide whether to pursue the legislative amendment, and the other entitlements for
the applicant’s proposed project, with the Council’s preliminary policy considerations in mind. This
opportunity provides the applicant with more information about whether the proposed project is
likely to be successful after the application has been processed by staff. Rancho Cucamonga’s
past practice, dating back to the 1980’s, was to request initial authorization by the City Council
prior to beginning any amendments to the development code or any Specific Plan, Planned
Community or Master Plan that included more than one parcel or project (i.e., Town Square
Master Plan). The City abandoned this policy in 2012 intending to streamline the development
review process. While it may streamline the process, the new practice also causes a greater
degree of uncertainty and further complicates development review, in some cases actually
complicating the process.
Under the new process, a detailed description of the applicant’s project shall not be required.
Staff will work with the City Attorney to analyze the provided information, provide a list of pros
and cons, and a staff recommendation to the City Council on only the legislative change for their
consideration. The staff report shall include specific language indicating the pre-application
review is not an approval nor a guarantee of approval, that staff and the Planning Commission
may recommend against, and the City Council may ultimately vote against or not support the
project at the project hearings once additional details and analysis become available in the
future.
While the City Council would not vote on the project at the time of this administrative hearing,
each Councilmember may provide comments addressing positive or negative aspects of the
amendment, potential issues that should be evaluated by staff, and suggested changes that
could make the amendment more acceptable, if any. The City Council’s comments should focus
on the policy implications of the General Plan amendment rather than the project itself. The
City Council will not vote on any aspect of the amendment or project, as the intent of the
preliminary review process is informational only.
Staff will take the feedback provided by the City Council into consideration to help inform further
staff analysis, possible conditions or modifications to the project, the recommendation to the
Planning Commission, and ultimately the recommendation to the City Council. Staff shall provide
a letter to the applicant following the administrative hearing memorializing the input and results
of the hearing. The Applicant may then take that information into account in deciding whether to
move forward in the process. After the administrative hearing, the application will move through
the standard development review process for review by the Design Review Committee, the
Planning Commission, and the City Council per our current process.
This policy shall only apply to private property owners and shall not apply to any City initiated
legislative changes. Staff reports on legislative changes shall be prepared and presented only
by the Planning Director, the Deputy City Manager of Community and Economic Development,
the City Attorney, and the City Manager. The staff report may discuss the proposed project in
general terms, but the staff recommendation will only address the General Plan amendment.
It is important to note that an initial City Council direction on a legislative change is not an approval
and does not guarantee an approval. It would not involve any consideration of a particular project.
Put more simply, it would only give the Council an opportunity to consider the policy implications
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of changing the General Plan, Specific Plan, Master Plan, Community Plan, or Development
Code, as the case may be. Some of the policy considerations that the Council might consider as
part of this initial feedback may include neighborhood impacts, economic development, and
whether the use is appropriate for the site. This change creates an opportunity to provide staff
and applicants with such feedback before thousands of hours, dollars, and years are spent
processing an application. As such, staff recommends re-establishing the City’s prior policy to
bring requests for all General Plan amendments, Specific Plan amendments, and Development
Code changes requested by owners of real property or their authorized representatives to the
City Council for an initial round of feedback. An applicant would still be required to conduct the
same CEQA analysis and go through the same development and environmental review if it
decides to pursue its applications further. This policy will not apply to any current applications
that have been deemed complete.
FISCAL IMPACT:
No fiscal impact.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This policy helps realize the City Council’s vision for creating a world class community and the
City Council value of “Equitable prosperity for all” by helping to identify and remove barriers within
the City’s Development Review process.
ATTACHMENTS:
Attachment 1 - Legislative Changes Review Policy
Page 332Page 202 of 715
ATTACHMENT 1
DATE:August 18, 2021
TO:Anne McIntosh, Planning Director
FROM:Matthew Burris, Deputy City Manager of Community Development
SUBJECT:Legislative Changes and Amendments Policy
PURPOSE: To re-establish a policy for initiating General Plan amendments, Specific Plan
amendments, and Development Code amendments requested by builders and developers.
BACKGROUND: The General Plan and Development Code are the primary documents that
regulate the physical development of the city. Additionally, in many areas of the city, Specific
Plans serve to regulate land use in place of the Development Code. These documents
regulate land uses, infrastructure, and the mitigation of impacts. The City’s past practice,
dating back to the 1980s, was to request authorization by the City Council to initiate any
amendments to the development code or any Specific Plan, Planned Community, or Master
Plan that includes more than one parcel or project (i.e., Town Square Master Plan). This
policy allowed for discussion of the pros and cons of such requests and consideration for
larger policy implications. The City abandoned this practice in 2012 with the intent of
streamlining the development review process. However, currently, staff is finding that this
approach causes a greater degree of uncertainty and further complicates development
review. It results in applicants spending many years and thousands of dollars designing a
proposed project before ever knowing whether the City Council may even desire considering
such legislative changes.
POLICY: An application for a legislative change, such as a General Plan amendment, that is
initiated by a private property owner shall be recommended for an administrative hearing
before the City Council as the first step in the Development Review process. The Planning
Director shall schedule a preliminary review hearing before the City Council once the
applicant has provided enough information about the proposed amendment and related
project to permit the Planning Director to prepare a staff report for the hearing. This
information shall include, but is not limited to, a statement explaining the applicant’s reason
for requesting the General Plan amendment, the proposed change in land use designations
on the parcel(s), the project’s proposed uses and density, and any other project parameters
associated with the amendment that are deemed necessary by the Planning Director. A
detailed description of the applicant’s project shall not be required. Staff will work with the
City Attorney to analyze the provided information, provide a list of pros and cons, and a staff
recommendation to the City Council on only the legislative change for their consideration.
The staff report shall include specific language indicating the pre-application review is not an
approval nor a guarantee of approval, that staff and the Planning Commission may
recommend against, and the City Council may ultimately vote against or not support the
project at the project hearings once additional details and analysis become available in the
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future.
While the City Council would not vote on the project at the time of this administrative hearing,
each Councilmember may provide comments addressing positive or negative aspects of the
amendment, potential issues that should be evaluated by staff, and suggested changes that
could make the amendment more acceptable, if any. The City Council’s comments should
focus on the policy implications of the General Plan amendment rather than the project
itself. The City Council will not vote on any aspect of the amendment or project, as the
intent of the preliminary review process is informational only.
Staff will take the feedback provided by the City Council into consideration to help inform
further staff analysis, possible conditions or modifications to the project, the recommendation
to the Planning Commission, and ultimately the recommendation to the City Council. Staff
shall provide a letter to the applicant following the administrative hearing memorializing the
input and results of the hearing. The Applicant may then take that information into account in
deciding whether to move forward in the process.
If an applicant does not want to go to City Council for the preliminary review and insists on a
full hearing on the project merits, they shall sign an At Risk Waiver acknowledging they had
the opportunity to go to the City Council on the legislative change but chose to decline. That
document will become part of the entitlement package and administrative record.
After the administrative hearing, alternatively, after signing an At Risk Waiver, the application
will move through the standard development review process for review by the Design Review
Committee, the Planning Commission, and the City Council per our current process. If the
City Council’s input is not positive, staff shall use the City Council’s feedback to problem
solve with the applicant and work on a redesigned or different project. In such case, the
Applicant shall be welcome to an additional review with the City Council to determine if a
revised or alternative proposal might be a better solution.
This policy shall only apply to private property owners and shall not apply to any City initiated
legislative changes.
Staff reports on legislative changes shall be prepared and presented only by the Planning
Director, the Deputy City Manager of Community and Economic Development, the City
Attorney, and the City Manager. The staff report may discuss the proposed project in
general terms, but the staff recommendation will only address the General Plan amendment.
The City shall not charge a fee for the administrative hearing and will expedite scheduling a
hearing date. The Planning Department shall provide the applicant at least ten (10) days
written notice of the hearing date and time.
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City Council
July 19, 2023
Preliminary Review Hearing
Recommendation
Pursuant to adopted policy on Master Plan applications,staff is asking the
Council to consider the following:
•Approve staff's recommendation to consider policy implications of reducing a non-
residential floor area standard for a specific site at 9505 Base Line Road ;
•Authorize the developer to proceed understanding that this is not an approval or
guarantee of an approval;and
•Direct staff to immediately analyze non-residential standards for mixed-use projects
and consider a Development Code Amendment to that affect.
Background
•August 2021 -Council adopts
policy related to certain
applicant-initiated applications
(i.e.Master Plans,etc.)
•December 2021 –Council
adopts current General Plan
followed by comprehensive
Development Code Update in
May 2022.
•March 2023 –prospective
developer seeks to develop
subject parcel and requests a
master plan application
Pause: What is a Master Plan?
In short,this is a tool which allows a developer to establish site specific
development standards for a project area.
Policy Analysis
Facts :
•The applicant proposes 50 for-sale units located on a 2.3-acre parcel addressed
9505 Base Line,located within the NG3 form -based zone ;
•The NG3 zone requires non-residential floor area ratio (FAR)standard of 0.4-0.6
which would mean 40,000-60,000 sf of non-residential area on a 2.3-acre
parcel;
•Rather,applicant proposes 10 live/work units which propose 3,000 sf of non-
residential area,or only 0.03 FAR
•Thus,the applicant has requested a master plan in order to establish a
development plan for the site,including a site-specific non-residential FAR .”.
Policy Analysis (Cont.)
For Council’s Consideration:
•Are there neighborhood impacts?
•Economic development impacts?
•Is this request appropriate for the site?
Conclusion/Next Steps
Following the Preliminary Review Hearing:
•Based on Council feedback,developer determines on their own if they would
like to continue through the development review process;
•If Council’s input is NOT positive,staff may use this to “problem-solve”with the
applicant and revise project.
THIS IS NOT AN APPROVAL,NOR A GUARANTEE OF FUTURE APPROVAL,
NOR GUARANTEE OF A FUTURE RECOMMENDATION OF APPROVAL FROM
STAFF.RATHER,THIS IS SIMPLY A PRELIMINARY REVIEW TO DISCUSS
POTENTIAL POLICY IMPLICATIONS
Recommendation
Staff is asking the Council to consider the following:
•Approve staff's recommendation to consider policy implications of reducing a non-
residential floor area standard for a specific site at 9505 Base Line Road ;
•Authorize the project to move forward understanding that this is not an approval or
guarantee of an approval;and
•Direct staff to immediately analyze non-residential standards for mixed-use projects
and consider a Development Code Amendment to that affect.
Questions?
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Noah Daniels, Finance Director
Kelly Guerra, Special Districts Analyst
SUBJECT:Public Hearing of the City of Rancho Cucamonga to Consider Resolutions
Confirming the Diagrams and Assessments and Ordering the Levy and
Collection of Annual Assessments for Landscape Maintenance Districts;
Street Lighting Maintenance Districts; and Park and Recreation
Improvement District No. PD-85 for Fiscal Year 2023/24. (RESOLUTION
NOS. 2023-087, 2023-088, 2023-089) (CITY)
RECOMMENDATION:
It is recommended that the City Council conduct a public hearing to consider Resolutions to
confirm the diagrams and assessments and order the levy and collection of annual assessments
for Landscape Maintenance District Nos. 1, 2, 3B, 4-R, 6-R, 7, 8, 9, and 10 (“LMD”); Street
Lighting Maintenance District Nos. 1, 2, 3, 4, 5, 6, 7, and 8 (“SLD”); and Park and Recreation
Improvement District No. PD-85 (PD-85) (collectively, the “Districts”). The Resolutions should be
considered after conducting a public hearing to receive public comment.
BACKGROUND:
The City of Rancho Cucamonga oversees the management of Districts, which involves
determining the assessment rates that property owners must pay. These annual assessments
are included in property tax bills and contribute to the maintenance and operation of parks,
landscaping, and streetlights in their communities.
To establish the assessment rates for the upcoming fiscal year, the City Council follows a process
that includes several steps for the Districts:
1. The City Council initiates the creation of the Annual Engineer’s Report.
2. The City Council reviews and accepts the preliminary Annual Engineer’s Report.
3. The City Council announces its intention to levy annual assessments and sets a date and
location for a public hearing.
4. The City Council conducts a public hearing and takes action to confirm the Districts and
determine the assessments for the upcoming fiscal year.
On June 7, 2023, The City Council adopted resolutions ordering and approving the preparation
of the preliminary Annual Engineer’s Reports for the levy of annual assessments for each District.
On that date, the City Council also adopted resolutions setting a public hearing for July 19, 2023.
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At this time, the City Council must conduct a public hearing, then after the public hearing, may
consider adopting resolutions confirming the assessment levy as recommended. Once the
resolutions are adopted, the Districts will be reaffirmed for the upcoming fiscal year, and the
assessments will be added to the San Bernardino County tax rolls before the August deadline.
These assessments will appear separately on each parcel’s property tax bill.
The recommended rates were developed as part of the Fiscal Year 2023/24 budget process, and
the projected revenues for each District are reflected in the budget adopted on June 22, 2023.
ANALYSIS:
The June 7, 2023 staff report provided analysis for the Districts’ recommended Fiscal Year
2023/24 assessment rates. There have been no changes to those recommended Fiscal Year
2023/24 assessment rates or the content provided in the Annual Engineer’s Reports.
In Fiscal Year 2023/24, the following Districts will receive “General Benefit Equivalent”
contributions from the City’s General Fund to ensure the provision and essential services to the
community. The City Council approved these contributions by adopting the Fiscal Year 2023/24
budget to support the Districts which are in structural financial deficit, meaning the Districts cannot
increase assessment rates to offset rising costs. Per City policy, the amount of the General Benefit
Equivalent will not exceed 11% of the adjusted total budget.
•LMD 1: A contribution of $66,960.
•LMD 6-R: A contribution of $42,740.
•SLD 2: A contribution of $96,900.
•SLD 5: A contribution of $19,940.
•SLD 7: A contribution of $21,590.
•PD-85: A contribution of $112,000, allocated as $32,700 for the operations of Red Hill and
Heritage Parks and $79,300 for the Red Hill Water Feature.
Additionally, the City’s General Fund will make its “General Benefit Contribution” to LMD 2 as
mandated by law after voter-approved rate increases. This contribution quantifies the monetary
value of a general benefit the District provides to the overall community. For Fiscal Year 2023/24,
LMD 2 is budgeted to receive a General Benefit Contribution of $369,270 following a measure
approved by the voters.
The table below displays a summary of the maximum assessment rate, the current assessment
rate, and the recommended assessment rate for Fiscal Year 2023/24 based on the analysis
performed during the budget process for the Districts.
District
Maximum
Assessment
Rate
Current
Assessment
Rate
Recommended
Assessment Rate
(FY 2023/24)Notes
LMD 1
(General City)
$92.21 $92.21 $92.21 A rate increase would require
voter approval.
LMD 2
(Victoria
Neighborhoods
Parks)
$579.73 $518.88 $544.82 Recommend a 5.0% increase
to reflect inflation costs and
planned capital improvement
projects.
LMD 3B
(Commercial
Industrial)
$352.80 $282.24 $282.24 No change is recommended.
Page 208 of 715
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1
9
1
5
District
Maximum
Assessment
Rate
Current
Assessment
Rate
Recommended
Assessment Rate
(FY 2023/24)Notes
LMD 4-R
(Terra Vista
Planned
Community)
$516.80 $397.15 $417.01 Recommend a 5.0%
increase to reflect inflation
costs and planned capital
improvement projects.
LMD 6-R
(Caryn Planned
Community)
$490.21 $475.93 $490.21 Recommend a 3.0%
increase for the operating
financial gap. Note LMD 6-R
receives a subsidy from the
General Fund.
LMD 7
(North Etiwanda)
$307.05 $307.05 $307.05 A rate increase would
require voter approval.
LMD 8
(South Etiwanda)
$151.45 $151.45 $151.45 A rate increase would
require voter approval.
LMD 9
(Lower Etiwanda)
$694.36 $311.92 $311.92 No change is recommended.
LMD 10
(Rancho
Etiwanda)
$1,068.49 $804.92 $845.17 Recommend a 5.0%
increase to reflect inflation
costs and planned capital
projects.
SLD 1
(Arterials)
$17.77 $17.77 $17.77 A rate increase would
require voter approval.
SLD 2
(Local Streets)
$39.97 $39.97 $39.97 A rate increase would
require voter approval.
SLD 3
(Victoria Planned
Community)
$47.15 $47.15 $47.15 A rate increase would
require voter approval.
SLD 4
(Terra Vista
Planned
Community)
$28.96 $28.96 $28.96 A rate increase would
require voter approval.
SLD 5
(Caryn Planned
Community)
$34.60 $34.60 $34.60 A rate increase would
require voter approval.
SLD 6
(Commercial
Industrial)
$51.40 $51.40 $51.40 A rate increase would
require voter approval.
SLD 7
(North Etiwanda)
$33.32 $33.32 $33.32 A rate increase would
require voter approval.
SLD 8
(South Etiwanda)
$193.75 $30.60 $30.60 No change is recommended.
PD-85
(Red Hill and
Heritage Parks)
$31.00 $31.00 $31.00 A rate increase would require
voter approval.
FISCAL IMPACT:
Assessment revenues collected for each District are dedicated to its maintenance, operations,
and capital improvements. The Annual Engineer’s Report outlines the estimated costs for each
District. Some Districts receive additional support from the City General Fund due to legal
Page 209 of 715
Page 4
1
9
1
5
requirements (General Benefit Contribution) or City policy (General Benefit Equivalent). The City
Council approves these budgeted amounts during the budget approval process.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This item addresses the City Council’s core value of intentionally embracing and anticipating the
future by highlighting the City Council’s commitment to reporting assessment revenues and
providing public services. It also emphasizes the City Council actively seeking and considering
public input about the financial sustainability of the Districts.
ATTACHMENTS:
Attachment 1 – Annual Engineer’s Report LMD 1
Attachment 2 – Annual Engineer’s Report LMD 2
Attachment 3 – Annual Engineer’s Report LMD 3B
Attachment 4 – Annual Engineer’s Report LMD 4-R
Attachment 5 – Annual Engineer’s Report LMD 6-R
Attachment 6 – Annual Engineer’s Report LMD 7
Attachment 7 – Annual Engineer’s Report LMD 8
Attachment 8 – Annual Engineer’s Report LMD 9
Attachment 9 – Annual Engineer’s Report LMD 10
Attachment 10 – Annual Engineer’s Report SLD 1
Attachment 11 – Annual Engineer’s Report SLD 2
Attachment 12 – Annual Engineer’s Report SLD 3
Attachment 13 – Annual Engineer’s Report SLD 4
Attachment 14 – Annual Engineer’s Report SLD 5
Attachment 15 – Annual Engineer’s Report SLD 6
Attachment 16 – Annual Engineer’s Report SLD 7
Attachment 17 – Annual Engineer’s Report SLD 8
Attachment 18 – Annual Engineer’s Report PD-85
Attachment 19 – Resolution LMDs Ordering the Levy and Collection of Special Assessment
Attachment 20 – Resolution SLDs Ordering the Levy and Collection of Special Assessment
Attachment 21 – Resolution PD 85 Ordering the Levy and Collection of Special Assessment
Page 210 of 715
ATTACHMENT 1
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Landscape Maintenance District No. 1
(General City)
Page 211 of 715
CITY OF RANCHO CUCAMONGA
LANDSCAPE MAINTENANCE DISTRICT NO. 1
(GENERAL CITY)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 212 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 20
ESTIMATE OF COSTS 21
District Budget 22
Definitions of Budget Items 24
METHOD OF ASSESSMENT 25
Overview 25
General Benefit 26
Special Benefit 26
Method of Assessment Spread 27
ASSESSMENT DIAGRAM 28
ASSESSMENT ROLL AND ANNEXATIONS 30
Assessment Roll 30
Annexations 30
Page 213 of 715
____________________________________________________________________________
Landscape Maintenance District No. 1 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 1
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-055, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape
Maintenance District No. 1 (General City) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an
Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of the 1972 Act.
The Annual Engineer’s Report presents the plans and specifications describing the general
nature, location and extent of the improvements to be maintained, an estimate of the costs of the
maintenance, operations and servicing of the improvements for the District for the referenced
fiscal year, a diagram for the District showing the area and properties proposed to be assessed,
and an assessment of the estimated costs of the maintenance, operations and servicing of the
improvements, assessing the net amount upon all assessable lots and/or parcels within the
District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay the estimated costs of maintenance, operation and servicing of the improvements to be paid
by the assessable real property within the boundaries of the District in proportion to the special
benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2023/24 Budget
Expe nditure s
Pers onnel Servic es 45,540$
Operations and Maintenanc e 1,451,470
Capital Expenditures 256,520
Transfer Out 90,000
T otal Expe nditure s Budge t 1,843,530
Re v e nue s
Taxes :
Es tim ated As s essm ents , Net of Estimated Delinquenc ies 1,256,110
Antic ipated Prior Year Delinquencies Collec tion 12,220
Subtotal - Taxes 1,268,330
Other Revenues 91,430
Transfer In 249,580
T otal Re v e nue s Budge t 1,609,340
Contribution to/(Use of) Fund Balance (234,190)$
Total District EBU Count 13,621.67
Ac tual Asses s m ent per EBU 92.21$
Maxim um Allowable As s ement per EBU 92.21$
Page 214 of 715
____________________________________________________________________________
Landscape Maintenance District No. 1 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 1
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from the
improvement described in the Special Benefit Section of this Annual Engineer’s Report
(the “Specially Benefited Parcels”). For particulars as to the identification of said parcels,
reference is made to the Assessment Diagram, a copy of which is included in this Annual
Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel from
the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on such
parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the special
benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best of
my knowledge, information and belief, I certify that the Annual Engineer’s Report and Assessment
Diagram included herein have been prepared and computed in accordance with the order of the
City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
Page 215 of 715
____________________________________________________________________________
Landscape Maintenance District No. 1 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 1
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include, but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement or facility such as paseos, community trails, fencing and irrigation
systems, and providing for the growth, vigor and care of the trees and landscape
plant materials. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting of landscape or appurtenant facilities. This shall
also include material, vehicle, equipment, capital improvements and administrative
costs associated with the annual administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the District
for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein, and
the proposed assessments upon assessable lots and parcels of land within the District.
•Gives notice of the time and place for public hearing by the City Council on the levy of the
proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum assessment
amount approved, the City Clerk shall give notice by causing the resolution of intention to be
published. Any interested person may, prior to the conclusion of the public hearing, file a written
protest which shall state all grounds of objection. The protest shall contain a description sufficient
to identify the property owned by the property owner filing the protest. During the course or upon
Page 216 of 715
____________________________________________________________________________
Landscape Maintenance District No. 1 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 1
conclusion of the hearing, the City Council may order changes in any of the matters provided in
the report, including the improvements, to the zones within the District, and the proposed diagram
or the proposed assessment.
The City Council, upon conclusion of the public hearing, must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area of the City which is not located within the City's
planned development communities. The District is made up of various landscaped sites
throughout the City. As such, the parcels within the District do not represent a distinct district
area as do the other landscape maintenance districts within the City. Typically parcels have been
annexed to the District as they have developed.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements maintained by the District include the paseos, community trails, trees,
landscaped sites and appurtenant facilities that are throughout the District. These improvements
are located within the street right-of-ways and dedicated public easements which are within the
boundaries of the District. The landscaping maintenance includes, but is not limited to, the
pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the
trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and
facilities, such as community trails, fencing and irrigation systems, includes but is not limited to,
grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting,
repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and
Page 217 of 715
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 1
replacement. Services include personnel, materials, contracting services, utilities, capital projects
and all necessary costs associated with the maintenance, replacement and repair required to
keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's
intention to continue to use cost effective materials, including the future ability to replace
landscaping with drought resistant or low water use plants, in order to lower expenses of the
District. The breakdown of maintained areas is as follows:
Parks: Bear Gulch Park, East and West Beryl Park, Old Town Park, Church Street Park, Golden
Oaks Park, Hermosa Park, and the undeveloped Don Tiburcio Tapia Park.
Site #Descriptive Location
A-1 The north and south side of Wilson Ave from Hellman Ave to Amethyst Ave.
Ground Cover area:22,982 square feet
Hardscape area: 5,694 square feet
A-2 The east side of Hellman Ave from 326 feet south of Pepperidge Ln to 73 feet north of
Pepperidge Ln.
Ground Cover area:5,810 square feet
Hardscape area:1,600 square feet
A-3 The south side of 19th St from 62 feet east of Mayberry Ave to 173 feet east of Mayberry
Ave.
Ground Cover area:1,680 square feet
Hardscape area: 440 square feet
A-4 The south side of Wilson Ave from Amethyst Ave to Archibald Ave; the planters and
cutouts on the west side of Archibald Ave from Wilson Ave to 105 feet south of
Cottonwood Way.
Ground Cover area:5,625 square feet
A-5 The north and south side of Diamond Ave from Klusman Ave to Diamond Ave.
Ground Cover area:3,143 square feet
Hardscape area:1,864 square feet
A-6 The parkway on the north side of Wilson Ave from 348 feet east of Morning Canyon
Way to Alder Ridge Pl.
Ground Cover area:5,700 square feet
Hardscape area:4,760 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 1
A-7 The cutouts and vines on the south side of Wilson Ave from the Alta Loma Channel to
240 feet east of Zapata Pl.
Ground Cover area:911 square feet
A-8 The east side of Broken Star Ct from 80 feet south of Highland Ave to Highland Ave;
the north side of Highland Ave from Amethyst Ave to Broken Star Ct including wood
chip area north of sidewalk, the south side of Highland Ave from Broken Star Ct to
Amethyst Ave; the west side of Amethyst Ave from 140 feet south of Highland Ave to
265 feet south of Highland Ave.
Ground Cover area: 6,545 square feet
Hardscape area: 2,554 square feet
Mulchscape area:14,005 square feet
A-9 The south side of Highland Ave from Hellman Ave to Broken Star Ct.
Ground Cover area:7,865 square feet
A-10 The south side of 19th St from 170 feet west of Pilgrim Ct to 167 feet east of Pilgrim Ct.
Ground Cover area:1,808 square feet
Hardscape area:1,084 square feet
A-11 The east side of Amethyst Ave from Lemon Ave to 230 feet north of Apricot Ave.
Ground Cover area:2,115 square feet
Hardscape area:3,438 square feet
A-12 The west side of Sapphire St from 710 feet north of Hillside Rd to Hillside Rd.
Ground Cover area:4,500 square feet
A-13 The south side of Victoria St from 110 feet west of London Ave to Ramona Ave.
Ground Cover area:2,705 square feet
Hardscape area:3,480 square feet
A-14 The west side of Archibald Ave from 273 feet north of La Gloria Dr to Lemon Ave; the
La Gloria Dr median from Archibald Ave to Jadeite Ave; the north and south side of
La Gloria Dr from Archibald Ave to 53 feet east of Jadeite Ave; the north side of Lemon
Ave from Archibald Ave to 55 feet east of Klusman Ave.
Ground Cover area:12,880 square feet
Hardscape area:12,030 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 1
A-15 The planters and cutouts on the east side of Archibald Ave from 610 feet south of
Cottonwood Way to Wilson Ave; the south side of Wilson Ave from Archibald Ave to
Alta Loma Channel.
Ground Cover area:2,110 square feet
A-16 The cutouts and planters on the east side of Archibald Ave from Banyan St to 190 feet
north of Sunflower St.
Ground Cover area:1,580 square feet
A-17 The cutouts and planters on the west side of Archibald Ave from 225 feet south of
Wilson Ave to Banyan St.
Ground Cover area:2,362 square feet
A-18 The cutouts and planters on the north side of Banyan St from Jadeite Ave to 410 feet
west of Jadeite Ave.
Ground Cover area:216 square feet
A-19 The cutouts and planters on the east side of Amethyst Ave from 192 feet south of
Sunflower St to Manzanita Dr.
Ground Cover area:4,325 square feet
A-20 The west side of Archibald Ave from 210 feet north of La Colina Dr to 230 feet south of
Almond St; the south side of La Colina Dr from Archibald Ave to Jadeite Ave.
Ground Cover area:17,120 square feet
A-21 The planter adjacent to the equestrian trail from Riverwood Pl to Raspberry Pl north of
the County flood retention basin that is west of Chaffey College.
Ground Cover area:22,832 square feet
A-22 The west side of Haven Ave from Carrari St to Vista Grove St.
Ground Cover area:4,572 square feet
A-23 The west side of Haven Ave from 434 feet north of Manzanita Dr to 258 feet south of
Manzanita Dr.
Ground Cover area:54,258 square feet
Hardscape area: 4,581 square feet
A-24 The south side of 19th St from 286 feet east of Amethyst Ave to 166 feet west of
Klusman Ave.
Ground Cover area:5,904 square feet
Hardscape area:2,938 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 1
A-25 The equestrian trail and planters on the east side of Hermosa Ave from 421 feet south
of Whispering Forest Dr to Sun Valley Dr.
Ground Cover area:17,529 square feet
A-26 The west side of Haven Ave from 630 feet north of Wilson Ave to Wilson Ave; the
parkway on the north side of Wilson Ave from Haven Ave to Mayberry Ave; the parkway
on the east side of Mayberry Ave from Wilson Ave to 382 feet north of Poplar St, and
the east and west side of Cartilla Ave from Wilson Ave to Poplar St.
Ground Cover area:10,243 square feet
Mulchscape area:25,297 square feet
A-27 The north side of 19th St from Mayberry Ave to 93 feet east of Castle Gate Pl.
Ground Cover area:5,145 square feet
Hardscape area:2,870 square feet
A-28 The east side of Hermosa Ave from 360 feet south of Manzanita Dr to Manzanita Dr,
and the south side of Manzanita Dr from Hermosa Ave to Raspberry Pl.
Ground Cover area:7,421 square feet
Hardscape area:4,712 square feet
A-29 The south side of Wilson Ave from 240 feet west of Timbermist Pl to Hermosa Ave; the
west side of Hermosa Ave from Wilson Ave to 213 feet south of Oakgrove Dr.
Ground Cover area:11,184 square feet
A-30 Site was removed from contract and water service cancelled January 1, 2017.
A-31 The south side of Lemon Ave from London Ave to Calle Hermoso.
Ground Cover area:4,404 square feet
Hardscape area:1,800 square feet
A-32 The north side of Lemon Ave from the Alta Loma Channel to London Ave; the east side
of London Ave from Lemon Ave to Cypress Ct.
Ground Cover area:4,463 square feet
Hardscape area:3,375 square feet
A-33 The parkway on the east side of London Ave from 158 feet north of Banyan St to 310
feet north of Banyan St.
Ground Cover area:1,029 square feet
Hardscape area:1,160 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 1
A-34 The south side of Alta Loma Dr from Mayberry Ave to Revere Ave.
Ground Cover area:2,772 square feet
A-35 The west side of Hermosa Ave from Lemon Ave to 125 feet north of Highland Ave, the
parkway on the south side of Lemon Ave from 621 feet west of Hermosa Ave to
Hermosa Ave.
Ground Cover area:10,494 square feet
Hardscape area: 9,207 square feet
Mulchscape area: 2,370 square feet
A-36 The south side of Lemon Ave from 385 feet west of Mayberry Ave to Cartilla Ave.
Ground Cover area: 4,850 square feet
Hardscape area: 4,915 square feet
A-37 The south side of Hillside Rd north and south of the equestrian trail from Beryl St to 203
feet east of Eastwood Ave.
Ground Cover area:4,900 square feet
A-38 The median in the 9200 block of Monte Vista St.
Ground Cover area: 500 square feet
Hardscape area:1,380 square feet
A-39 The south side of Almond St from Henry St to Sapphire St. The west side of Sapphire
St from Almond St to 255 feet south of Bella Vista Dr.
Ground Cover area:6,926 square feet
A-40 The parkway on the east side of Jasper St from Hunter Dr to Highland Ave. The parkway
on the south side of Highland Ave from Jasper St to Carnelian St. The west side of
Carnelian St from Highland Ave to 210 feet south of Highland Ave.
Ground Cover area:14,858 square feet
Hardscape area: 6,040 square feet
A-41 The west side of Sapphire St from 236 feet north of Thoroughbred St to Banyan St.
Ground Cover area:1,784 square feet
Hardscape area: 812 square feet
A-42 The parkway on the west side of Beryl St from 132 feet north of Sunflower St to Banyan
St.
Ground Cover area:4,735 square feet
Hardscape area:5,772 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 1
A-43 The north side of Base Line Rd from Topaz St to the Cucamonga Creek Channel.
Ground Cover area:4,563 square feet
Hardscape area:1,890 square feet
A-44 The cutouts on the west side of Sapphire St from Banyan St to Marble Ave.
Ground Cover area:7,300 square feet
A-45 The mainline for this site was connected to A-46 on September 8, 1999.
A-46 The south side of Banyan St from Northstar Pl to Zircon Ave.
Ground Cover area:7,448 square feet
Hardscape area:7,890 square feet
A-47 The cutouts and vines on the north side of Banyan St from 180 feet east of Zircon Ave
to 186 feet west of Vineyard Ave.
Ground Cover area:1,300 square feet
A-48 The parkway on the west side of Beryl St from 452 feet north of Cielito St; 158 feet
south of Cielito St and the easement between 9063 and 9073 Cielito St from Cielito St
to 170 feet south of Cielito St.
Ground Cover area:6,916 square feet
Hardscape area:2,440 square feet
A-49 The east side of Carnelian St from 662 feet south of Banyan St to Banyan St; the south
side of Banyan St from Carnelian St to Northstar Pl.
Ground Cover area:5,906 square feet
Hardscape area:6,972 square feet
A-50 The north side of Almond St from Sapphire St to Crestview Pl; the east and west side
of Skyline Rd from Almond St to 595 feet north of Almond St.
Ground Cover area:17,600 square feet
Hardscape area: 8,680 square feet
A-51 The planter adjacent to the equestrian trail; from Haven Ave to Riverwood Pl, north of
County flood retention basin, west of Chaffey College. The west side of Haven Ave
from 400 feet north of Amber Ln to 270 feet south of Amber Ln, and the north and south
side of Amber Ln from Haven Ave to San Felipe Ct.
Ground Cover area:37,977 square feet
Hardscape area: 5,458 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 1
A-52 The east side of Riverwood Pl, from 188 feet south of Charwood Ct to 193 feet north of
Charwood Ct.
Ground Cover area:2,750 square feet
Hardscape area:1,698 square feet
A-53 The west side of Jasper St from Hunter Dr to Highland Ave. The south side of Highland
from Jasper St to 308 feet west of Sard St. The east and west side of Sard St from
Highland Ave to Hunter Dr.
Ground Cover area:7,445 square feet
Hardscape area:4,740 square feet
A-54 The west side of Beryl St from 233 feet north of Mignonette St to Mignonette St.
Ground Cover area:2,637 square feet
Hardscape area: 932 square feet
A-55 The north side of 19th St from Cartilla Ave to Mayberry Ave. The east side of Mayberry
Ave from 19th St to Heather St.
Ground Cover area:8,410 square feet
Hardscape area:5,060 square feet
A-56 The east side of Beryl St from 410 feet north of Wilson Ave to Wilson Ave. The north
side of Wilson Ave from Beryl St to 731 feet west of Buckthorn Ave. The south side of
Wilson Ave from Buckthorn Ave to Beryl St.
Ground Cover area:19,708 square feet
Hardscape area: 5,436 square feet
A-57 The east side of Hermosa Ave from 115 feet north of Coca St to 451 feet north of Coca
St. The trail north of water retention basin from Hermosa Ave to 619 feet east of
Hermosa Ave.
Ground Cover area:9,406 square feet
Hardscape area:6,794 square feet
A-58 The west side of Haven Ave from 510 feet south of Victoria St to 1005 feet south of
Victoria St.
Ground Cover area:7,301 square feet
Hardscape area:4,790 square feet
A-59 The east side of Archibald Ave from 820 feet south of Lemon Ave to 448 feet south of
Lemon Ave and continues from 275 feet south of Lemon Ave to 185 south of Lemon
Ave.
Ground Cover area:4,777 square feet
Hardscape area:5,041 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 12
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A-60 The south side of Lemon Ave from 290 feet east of Archibald Ave to London Ave. The
west side of London Ave from Lemon Ave to Orange St.
Ground Cover area:2,569 square feet
Hardscape area:4,122 square feet
A-61 The north side of Carrari St from London Ave to Archibald Ave.
Ground Cover area:25,152 square feet
Hardscape area: 1,698 square feet
A-62 The east side of Archibald Ave from Carrari St to 505 feet north of Meadowood Dr.
Ground Cover area:8,626 square feet
Hardscape area:1,824 square feet
A-63 The south side of Almond St from Carriage Rd to Almond St.
Ground Cover area:3,342 square feet
Hardscape area:3,600 square feet
A-64 The east side of Beryl St from Cottonwood Way to Wilson Ave. The south side of
Wilson Ave from Beryl St to 437 feet east of Beryl St. The north side of Wilson Ave
from Cousins Pl to 474 feet east of Cousins Pl.
Ground Cover area:11,973 square feet
Hardscape area: 9,949 square feet
A-65 The east side of Archibald Ave from La Gloria Dr to 328 feet north of La Gloria Dr.
Ground Cover area:2,279 square feet
Hardscape area:2,411 square feet
A-66 The east side of Hermosa Ave from Waterford Ln to 500 feet north of Waterford Ln.
Ground Cover area:4,695 square feet
Hardscape area:5,947 square feet
A-67 The south side of 19th St from 220 feet east of Sapphire St to Via Serena.
Ground Cover area:3,208 square feet
Hardscape area:4,158 square feet
A-68 The west side of Haven Ave from Hillside Rd to 783 feet south of Hillside Rd.
Ground Cover area:3,492 square feet
A-69 The north side of Hillside Rd from 27 feet west of Mayberry Ave to 191 feet west of
Mayberry Ave.
Ground Cover area:1,002 square feet
Hardscape area:1,605 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 1
A-70 The south side of 19th St from 365 feet west of Amethyst Ave to Amethyst Ave. The
west side of Amethyst Ave from 19th to Hedges Dr.
Ground Cover area:6,435 square feet
Hardscape area:7,015 square feet
A-71 The west side of Archibald Ave from Hillside Rd to Wilson Ave. The north side of Wilson
Ave, south of the trail fence area from Archibald Ave to 467 feet west of Archibald Ave.
Ground Cover area:9,265 square feet
Hardscape area:2,609 square feet
A-72 The south side of Banyan St from 420 feet west of Archibald Ave to Archibald Ave. The
west side of Archibald Ave from Banyan St to 389 feet south of Banyan St.
Ground Cover area:10,270 square feet
Hardscape area: 6,673 square feet
A-73 The west side of Beryl St from 300 feet north of San Simeon Dr to 130 feet north of San
Simeon Dr.
Ground Cover area:1,200 square feet
Hardscape area: 600 square feet
A-74 The south side of Highland Ave from Beryl St to Hellman Ave.
Ground Cover area:11,603 square feet
A-75 The south side of Highland Ave from Amethyst Ave to 612 feet east of Archibald Ave.
Ground Cover area:106,409 square feet
Hardscape area: 60,608 square feet
A-76 The west side of Archibald Ave from 635 feet north of Hillside Rd to Hillside Rd. The
north side of Hillside Rd from Archibald Ave to 770 feet west of Archibald Ave.
Ground Cover area:8,859 square feet
Hardscape area:1,389 square feet
A-77 The east side of Carnelian St from Brilliant Ln to Wilson Ave including the irrigation cut-
outs along trail. The south side of Wilson Ave from Carnelian St to 745 feet east of
Arabian Dr. The irrigation cut-outs on the north side of Wilson Ave from Carnelian St
to 775 feet east of Arabian Dr.
Ground Cover area: 5,101 square feet
Hardscape area:11,322 square feet
B-1 The median on Blue Gum Dr from Etiwanda Ave to Blue Gum Dr.
Ground Cover area:5,100 square feet
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B-2 The north side of Highland Ave from the Deer Creek Channel to San Benito Ave. The
north side of 19th St from San Benito Ave to Palm Dr. The west and east side of
Alameda Ave from 19th St to Ring Ave. The east side of Palm Dr from 19th St to Ring
Ave.
Ground Cover area:47,397 square feet
Hardscape area:26,285 square feet
B-3 The paseo from Sutter Ct to Deer Creek Channel.
Ground Cover area:294 square feet
Hardscape area:400 square feet
B-4 The north side of Banyan St from Deer Creek Channel to 355 feet west of
Fredericksburg Ave.
Ground Cover area:9,200 square feet
Hardscape area:3,834 square feet
B-5 The north side of Lemon Ave from Semillion Pl to 188 feet west of Terracina Ave.
Ground Cover area:14,472 square feet
Hardscape area: 3,894 square feet
B-6 The north side of Lemon Ave from Barsac Pl to Semillion Pl.
Ground Cover area:15,784 square feet
Hardscape area: 3,780 square feet
B-7 The south side of Banyan St from Cabernet Pl to 414 feet east of Cabernet Pl.
Ground Cover area:18,814 square feet
B-8 The south side of Banyan St from Callaway Pl to Muscat Pl.
Ground Cover area:10,505 square feet
B-9 The east side of Haven Ave from Banyan St to 240 feet north of Banyan St. The north
side of Banyan St from Haven Ave to Merlot Ct.
Ground Cover area:24,975 square feet
Hardscape area: 1,356 square feet
B-10 The east side of Haven Ave from 400 feet south of Banyan St to Banyan St. The south
side of Banyan St from Haven Ave to Callaway Pl.
Ground Cover area:14,548 square feet
Hardscape area: 6,348 square feet
B-11 The south side of Banyan St from Muscat Pl to Cabernet Pl.
Ground Cover area:33,282 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 15
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B-12 The north side of Lemon Ave from Barsac Pl to 135 feet east of Valinda Ave.
Ground Cover area:13,464 square feet
Hardscape area: 4,098 square feet
B-13 The south side of 19th St from Inyo Pl to 585 feet east of San Benito Ave. The parkways
on the east and west side of San Benito Ave from 19th St to San Mateo Pl. The east
side of Inyo Pl from 19th St to paseo south of 19th St and the paseo running east from
Inyo Pl to Sonora Ave.
Ground Cover area:20,950 square feet
Hardscape area:14,192 square feet
B-14 The paseo from San Benito Ave and Sonora Ave to the Deer Creek Channel.
Ground Cover area:2,000 square feet
Hardscape area: 540 square feet
B-15 The paseo from Stanislaus Pl and La Vine St to the Deer Creek Channel.
Ground Cover area:1,040 square feet
Hardscape area: 428 square feet
B-16 The paseo from Inyo Pl to Mendocino Pl.
Ground Cover area:225 square feet
Hardscape area:184 square feet
B-17 The paseo from Yuba Ct to Deer Creek Channel.
Ground Cover area:918 square feet
Hardscape area:420 square feet
B-18 The south side of Wilson Ave from 377 feet west of Canistel Ave to 1032 feet east of
Canistel Ave.
Ground Cover area:6,762 square feet
Hardscape area:8,454 square feet
B-19 The east side of Haven Ave from the Southern Pacific Railroad to 341 feet south of
Victoria St.
Ground Cover area:6,415 square feet
Hardscape area:8,865 square feet
B-20 The east side of Haven Ave from 341 feet south of Victoria St to Victoria St; the south
side of Victoria St from Haven Ave to 237 feet east of Mango St.
Ground Cover area:16,900 square feet
Hardscape area: 8,767 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 16
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B-21 The south side of 19th St from Valinda Ave to Inyo Pl.
Ground Cover area:3,900 square feet
Hardscape area:3,700 square feet
B-22 The south side of Lemon Ave south of the sidewalk from 188 feet west of Terracina Ave
to 284 feet north of Marbella Dr. The parkway on the south side of Lemon Ave from
188 feet west of Terracina Ave to 517 feet north of Marbella Dr. The turf in the parkway
at the end of the cul-de-sac on Sonterra Ct. The parkway on the north side of Lemon
Ave from 188 feet west of Terracina Ave to 526 feet south of Terracina Ave. The north
side of Lemon Ave north of the sidewalk from 188 feet west of Terracina Ave to 562
feet south of Terracina Ave. The turf in the parkway at the end of the cul-de-sac at
Serena Pl.
Ground Cover area:17,688 square feet
Turf area: 6,390 square feet
Hardscape area: 4,928 square feet
B-23 The parkway on the east side of Lemon Ave from 129 feet south of Marbella Dr to 526
feet south of Terracina Ave. The slope on the east side of Lemon Ave east of the
sidewalk from 129 feet south of Marbella Dr to 562 feet south of Terracina Ave. The
west side of Lemon Ave west of the sidewalk from 284 feet north of Marbella Dr to 129
feet south of Marbella Dr. The parkway on the west side of Lemon Ave from 517 feet
north of Marbella Dr to 129 feet south of Marbella Dr.
Ground Cover area:22,531 square feet
Hardscape area: 4,468 square feet
B-24 The south side of Highland Ave from 327 feet west of Deer Creek Channel to Deer
Creek Channel. The paseo from Los Osos Way to Deer Creek Channel.
Ground Cover area:4,946 square feet
Hardscape area:2,099 square feet
B-25 The south side of Banyan St from 152 feet west of Cantabria Ave to 930 feet east of
Cantabria Ave.
Ground Cover area:16,693 square feet
B-26 The north side of Wilson Ave from 590 feet west of High Meadow Pl to 187 feet east of
High Meadow Pl.
Ground Cover area:4,628 square feet
Hardscape area: 390 square feet
B-27 The east side of Haven Ave from 467 feet north of 19th St to 650 feet north of 19th St.
Ground Cover area:3,483 square feet
Hardscape area:6,235 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 17
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C-1 The north side of 26th St from Andover Pl to Hermosa Ave. The east side of Hermosa
Ave from 26th St to 331 feet north of Concord Dr.
Ground Cover area:22,227 square feet
Hardscape area: 5,532 square feet
C-2 The entry monument on the northeast and northwest corners of 4th St and Archibald
Ave.
Ground Cover area:6,337 square feet
Hardscape area:3,998 square feet
C-3 The south side of Base Line Rd from Ramona Ave to 128 feet east of Cambridge Ave.
Ground Cover area:17,262 square feet
Hardscape area: 4,865 square feet
C-4 The south side of Base Line Rd from 440 feet west of Ramona Ave to Ramona Ave.
Ground Cover area:6,198 square feet
Hardscape area:2,200 square feet
C-5 The south side of Base Line Rd from 340 feet west of Center Ave to 103 feet east of
Center Ave.
Ground Cover area:8,850 square feet
Hardscape area:2,215 square feet
C-6 The south side of Base Line Rd from Ivy Ln to 105 feet west of Marine Ave.
Ground Cover area:8,080 square feet
Hardscape area:2,475 square feet
C-7 The parkway on the north side of Church St from 142 feet east of Teak Way to 230 feet
west of Teak Way.
Ground Cover area:1,813 square feet
Hardscape area:1,650 square feet
C-8 The west side of Hermosa Ave from 524 feet north of Palo Alto St to 142 feet south of
Palo Alto St.
Ground Cover area:2,650 square feet
Hardscape area:3,996 square feet
C-9 The parkway on the west side of Hermosa Ave from 163 feet north of Ironwood St to
145 feet south of Ironwood St.
Ground Cover area:1,500 square feet
Hardscape area:1,848 square feet
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C-10 The entry monument parkway on the south side of Base Line Rd from the western city
limit to Alta Cuesta Dr.
Ground Cover area:9,756 square feet
Hardscape area:4,380 square feet
C-11 The parkway on the east side of Beryl St from Alder St to 135 feet north of
Culpepper St.
Ground Cover area:3,400 square feet
Hardscape area:3,600 square feet
C-12 The parkway on the east side of Hellman Ave from Tryon St to 665 feet north of
Tryon St.
Ground Cover area:8,280 square feet
Hardscape area:3,325 square feet
C-13 The parkway on the west side of Hellman Ave from 500 feet north of Church St to
Church St.
Ground Cover area:2,416 square feet
Hardscape area:3,000 square feet
C-14 The east side of Archibald Ave from 196 feet north of Palo Alto St to 530 feet north of
Palo Alto St.
Ground Cover area:4,262 square feet
Hardscape area:1,374 square feet
C-15 The north side of San Bernardino Rd from Summerlin Pl to 225 feet west of
Summerlin Pl.
Ground Cover area:1,660 square feet
Hardscape area: 710 square feet
C-16 The south side of Base Line Rd from 286 feet west of Hermosa Ave to Hermosa Ave.
The raised planter on the southwest corner of Base Line Rd and Hermosa Ave.
Ground Cover area:4,190 square feet
Hardscape area:2,320 square feet
C-17 The east side of Hellman Ave from 775 feet south of 6th St to 6th St. The south side of
6th St from Hellman Ave to Golden Oak Rd. The west side of Golden Oak Rd from
6th St to Foxbrook Dr.
Ground Cover area:9,058 square feet
Hardscape area:6,387 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 19
Fiscal Year 2023/24 ATTACHMENT 1
D-1 The east side of Rochester Ave from Church St to Base Line Rd.
Ground Cover area:27,920 square feet
Hardscape area:17,301 square feet
D-2 The east side of Rochester Ave from 146 feet south of Chervil St to Church St.
Ground Cover area:21,858 square feet
Hardscape area:13,263 square feet
D-3 The south side of Base Line Rd from Rochester Ave to 600 feet east of Rochester Ave.
Ground Cover area:2,180 square feet
Hardscape area:4,121 square feet
D-4 The north and south sides of Church St from Rochester Ave to 150 feet east of
Hyssop Dr.
Ground Cover area:6,340 square feet
Hardscape area:8,887 square feet
D-5 The landscape along the Edison corridor from Arrow Rt. To Foothill Blvd.
Ground Cover area:23,392 square feet
H-9 The Haven Ave median from the 210 freeway to Alta Loma Dr.
Ground Cover area:2,207 square feet
H-10 The Haven Ave median from entrance of Haven Village to Amber Ln.
Ground Cover area:6,968 square feet
Converted 5,131 square feet of turf to ground cover effective April 1, 2013. Area listed
is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as
of March 25, 2013
H-11 The Haven Ave median from Amber Ln to Olive Way.
Ground Cover area:5,026 square feet
Converted 3,475 square feet of turf to ground cover effective April 1, 2013. Area listed
is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as
of March 25, 2013
H-12 The Haven Ave median from Olive Way to 712 feet north of Wilson Ave.
Ground Cover area:6,734 square feet
Converted 3,933 square feet of turf to ground cover effective April 1, 2013. Area listed
is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as
of March 25, 2013
H-13 The Haven Ave median from 19th St to the 210 freeway.
Ground Cover area:12,514 square feet
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 20
Fiscal Year 2023/24 ATTACHMENT 1
FH-18 The Foothill Blvd median from East Ave to 453 feet east of Cornwall Ct.
Ground Cover area:5,450 square feet
I-1-5 The Andover Pl playground on the southwest corner of Andover Pl and Bedford Dr.
Ground Cover area:1,506 square feet
Turf area:1,070 square feet
Hardscape area: 640 square feet
Parks, ground cover, shrubs and turf areas that make up parkways, median islands and paseos
are maintained under contract by a private landscape maintenance company.
Map of Improvements
The following page shows the map of landscaping improvements, including irrigation sites and
community trails, to be maintained using District funds.
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 21
Fiscal Year 2023/24 ATTACHMENT 1
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 22
Fiscal Year 2023/24 ATTACHMENT 1
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the improvements
as described in the Plans and Specifications are summarized below. Each year, as part of the
District levy calculation process, the costs and expenses are reviewed and the annual costs are
projected for the following fiscal year.
District Budget
Pe rsonne l Serv ice s:
Regular Salaries 20,030$
Part-time Salaries 11,940
Fringe Benefits 13,570
Subtotal - Pe rsonne l 45,540
Ope rations and M ainte nance :
Operations and Maintenance:
O & M/General 73,750
O & M/Facilities 2,530
Emergency Equipm ent and Vehicle Rental 6,300
Equipment Operations and Maintenanc e 3,000
Subtotal - Operations and Maintenanc e 85,580
Contract Servic es :
Contract Servic es /General 679,120
Contract Servic es /Fac ilities 8,150
Contract Vehic le Maintenance/Repair 2,000
Tree Maintenanc e 132,670
Subtotal - Contrac t Services 821,940
Utilities:
Telephone Utilities 2,160
W ater Utilities 380,530
Electric Utilities 43,170
Subtotal - Utilities 425,860
As sessment Adm inis tration 43,290
Admin./General Overhead 74,140
Other Expenses 660
Subtotal - Ope rations and Mainte nance 1,451,470
Capital Expe nditure s:
Captial Outlay - Equipm ent 32,000
Captial Outlay - Im provements Other Than Building 174,520
Captial Project 50,000
Subtotal - Capital Expe nditure s 256,520
T ransfe r Out:
Transfer Out - LMD #1 Capital Reserve Fund 90,000
T otal Expe nditure s Budge t 1,843,530$
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 23
Fiscal Year 2023/24 ATTACHMENT 1
Fiscal Year
2023/24 Budget
Re v e nue s
T axe s:
Es tim ated As s ess m ents, Net of Estimated Delinquencies 1,256,110$
Antic ipated Prior Year Delinquencies Collec tion 12,220
Subtotal - T axe s 1,268,330
Othe r Re ve nue s:
Interes t Earnings 37,610
Other Rental/Leas e Inc ome 31,560
Park Maintenance Fees 2,050
Sports Field Us er Group Rentals 110
Sports Lighting Fees 20,000
Other Revenue 100
Subtotal - Othe r Re ve nue s:91,430
T ransfer In:
Trans fer In - General Fund 66,960
Trans fer In - LMD #1 Operating Fund 90,000
Trans fer In - CFD Empire Lakes 92,620
Trans fer In - 8999 -
Subtotal - T ransfer In:249,580
T otal Re ve nue s Budge t 1,609,340
Contribution to/(Use of) Fund Balance (234,190)$
Total Gross Es timated As ses sments 1,256,106.10$
Total Dis tric t EBU Count 13,621.67
Actual Asses sment per EBU - Fiscal Year 2023/24 92.21$
Maxim um Allowable Assem ent per EBU - Fisc al Year 2023/24 92.21$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in 1996/97 and subsequent District
annexations. Each year, prior to the assessments being placed on the tax roll, the City will review
the budget and determine the amount needed to maintain the improvements for the upcoming
fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance,
available fund balance and maximum allowable assessment with the goal of maintaining the
improvements in a satisfactory and healthy condition. The actual assessment amount may be
lower than the maximum allowable assessment; however, it may not exceed the maximum unless
the increase is approved by the property owners in accordance with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the estimated
costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year,
or when the City expects to receive its apportionment of special assessments and tax collections
from the County, whichever is later. Beginning with Fiscal Year 2016/17 the City will maintain a
Capital Reserve Fund to be used for deferred maintenance and pending capital projects. The
reserve balance information for the District is as follows:
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 24
Fiscal Year 2023/24 ATTACHMENT 1
Operating Capital Total
Reserve Reserve Reserve
Es tim ated Res erve Fund Balanc e, June 30, 2023 $1,026,534 $440,228 1,466,762$
Contribution to/(Us e of) Res erve - Fisc al Year 2023/24 (60,660)(173,530)(234,190)
Es tim ated Res erve Fund Balanc e, June 30, 2024 $965,874 $266,698 1,232,572$
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform maintenance
duties within the boundaries of the District.
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the District improvements.
Utilities: This item includes the costs to furnish electricity, water, and telephone services, as
required, for the operation and maintenance of the sprinklers and irrigation controllers in the
District.
Assessment Administration: This item includes the cost of all particular departments and staff
of the City, as well as consultants, for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality of
service provided within the boundaries of the District. This may include new monuments, irrigation
systems, and other large improvements.
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Fiscal Year 2023/24 ATTACHMENT 1
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field
User Group Rentals, and parking permits (Metrolink Station paid parking).
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred upon
them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of improvements.
The 1972 Act, permits the establishment of assessment districts for the purpose of providing
certain public improvements which include the operation, maintenance and servicing of
landscaping improvements.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied according
to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division 7
commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of the
improvements, the various areas will receive different degrees of benefit from the improvement."
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that publicly
owned properties must be assessed unless there is clear and convincing evidence that those
properties receive no special benefit from the assessment. Exempted from the assessment would
be the areas of public streets, public avenues, public lanes, public roads, public drives, public
courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 26
Fiscal Year 2023/24 ATTACHMENT 1
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
General Benefit
Section 4 of Article XIII D of the California Constitution provides that once a local agency which
proposes to impose assessments on property has identified those parcels that will have special
benefits conferred upon them and upon which an assessment will be imposed, the local agency
must next "separate the general benefits from the special benefits conferred," and only the special
benefits can be included in the amount of the assessments imposed.
In this District, the improvements being financed consists of the maintenance of local
improvements located within the boundaries of the District and include paseos, street trees,
landscaped areas, Parks - Bear Gulch Park, East and West Beryl Park, Old Town Park, Church
Street Park, Golden Oaks Park, Hermosa Park, and the undeveloped Don Tiburcio Tapia Park
and appurtenant facilities that are located throughout the General City and were installed to create
a common landscape theme and neighborhood identity for parcels within the District. The
improvements are situated within the public rights-of-way of the internal local street network within
the General City which provides ingress and egress for parcels within the District to access the
City’s system of arterial streets. City residents and traffic from parcels not within the District do
not use the internal local street network or paseos except for the express purpose of accessing
properties located within the District, and therefore do not benefit from the improvements. Only
parcels which are within the District and proximate to the improvements and within the District are
being assessed. Accordingly, there is a direct physical and visual nexus between each parcel
being assessed and the improvements to be funded by the assessment that does not exist for
parcels outside of the District boundary and that is particular and distinct from that shared by the
public at large. Under these circumstances, all of the benefits conferred are direct and local in
nature, and provide a benefit to only those parcels located within the boundaries of the District.
Based upon this, it has been determined that there is no quantifiable general benefit to the
surrounding community and the public in general from the maintenance of the improvements
within the boundaries of the District, and therefore no portion of the project costs should be
attributed to general benefit.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District and, as such, confer a special and direct benefit to parcels within the
District by:
•improving the livability, appearance, and desirability for properties within the boundaries
of the District, and
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 27
Fiscal Year 2023/24 ATTACHMENT 1
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing beautification, shade and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since these
improvements, including the community trails, were installed and are maintained specifically for
the properties within the District, only properties within the District receive a special benefit and
are assessed for said maintenance.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the improvements.
Each parcel that has a special benefit conferred upon it as a result of the maintenance and
operation of improvements is identified and the proportionate special benefit derived by each
identified parcel is determined in relationship to the entire costs of the maintenance and operation
of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed. Upon
the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has remained
the same since Fiscal Year 1996/97. Further, no parcel included in the District formation or
annexations prior to when the language was refined are now being levied differently than they
were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 28
Fiscal Year 2023/24 ATTACHMENT 1
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value Multiplie r
Single Family Res idential 1.00 Parc el
Multi-Family Residential 0.50 Unit
Non-Residential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be
based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated rather
than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
M aximum
Allowable
Assessme nt
Rate pe r EBU
Actual
Asse ssment
Rate pe r EBU
T otal
Units/Acre s T otal EBUs
Single Family Residential $92.21 $92.21 8,413.00 8,413.00
Multi-Family Residential 92.21 92.21 10,382.00 5,191.00
Non-Res idential 92.21 92.21 8.83 17.67
The total amount of maintenance and incidental costs for maintaining the landscaping and
community trail improvements is assessed to the individual parcels of real property within the
District in proportion to the special benefit received by such parcels of real property. The proposed
individual assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and dimensions
of each lot or parcel within the District are those lines and dimensions shown on the maps of the
San Bernardino County Assessor Office, at the time this report was prepared, and are
incorporated by reference herein and made part of this Engineer's Report.
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 29
Fiscal Year 2023/24 ATTACHMENT 1
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Landscape Maintenance District No. 1 – City of Rancho Cucamonga 30
Fiscal Year 2023/24 ATTACHMENT 1
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino.
The following table summarizes the Fiscal Year 2023/24 actual assessments for the District:
Prope rty T ype (County Use Code )
Actual
Asse ssme nt
Rate Per EBU
T otal Units/
Acres T otal EBUs T otal Assessme nt
Single-family Res idential $92.21 8,413.00 8,413.00 $775,762.73
Multi-family Res idential 92.21 10,382.00 5,191.00 478,714.02
Non-res idential 92.21 8.83 17.67 1,629.35
T otal 18,803.83 13,621.67 $1,256,106.10
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2023/24:
APN
Annexation
Date Proje ct
T otal Units /
Acre s T otal EBUs T ype
1090-251-29 02/22/22 PMT2021-03992 1.00 1.00 Single-Family Res
0209-361-09 08/03/22 PMT2021-05731 1.00 1.00 Single-Family Res
0202-061-32 11/02/22 SUBTT20353 6.00 6.00 Single-Family Res
0202-981-19 11/16/22 DRC2020-00157 1.00 1.00 Single-Family Res
0207-361-17 12/07/22 DRC2021-00464 1.00 1.00 Single-Family Res
0209-101-10 12/07/22 PMT2022-02202 1.00 1.00 Single-Family Res
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ATTACHMENT 2
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Landscape Maintenance District No. 2
(Victoria Neighborhood Parks)
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CITY OF RANCHO CUCAMONGA
Landscape Maintenance District No. 2
(Victoria Neighborhood Parks)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 245 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 22
ESTIMATE OF COSTS 24
District Budget 24
Definitions of Budget Items 26
BENEFITS FROM IMPROVEMENTS AND QUANTIFICATION 27
Benefits from Improvements 27
Quantification of Benefit 29
Sidewalks and Community Trails 30
Street Landscaping 32
Neighborhood Parks 37
Collective General Benefit 39
METHOD OF ASSESSMENT 39
Overview 39
Apportioning of Special Benefit 40
Rate per Benefit Unit 47
Method of Assessment Spread 47
Applying the Method of Assessment Spread 47
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Proposed Maximum Assessment Rates 50
Cost of Living Inflator 50
ASSESSMENT DIAGRAM 51
ASSESSMENT ROLL AND ANNEXATIONS 53
Assessment Roll 53
Annexations 53
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 2
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-055, a Resolution Initiating Proceedings for the Levy of Annual Assessments Landscape
Maintenance District No. 2 (Victoria Neighborhood Parks) (hereafter, referred to as the
“District”); and
WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an
Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of the 1972 Act.
The Annual Engineer’s Report presents the plans and specifications describing the general
nature, location and extent of the improvements to be maintained, an estimate of the costs of
the maintenance, operations and servicing of the improvements for the District for the
referenced fiscal year, a diagram for the District showing the area and properties proposed to be
assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay the estimated costs of maintenance, operation and servicing of the improvements to be paid
by the assessable real property within the boundaries of the District in proportion to the special
benefit received. The following table summarizes the proposed assessment.
Fisc al Year
2023/24 Budget
Expe nditure s
Personnel Servic es 1,029,570$
Operations and Maintenanc e 3,711,850
Capital Expenditures 1,708,000
T otal Expe nditure s Budge t 6,449,420
Re v e nue s
Taxes :
Estim ated Ass ess m ents , Net of Estim ated Delinquenc ies 4,038,580
Antic ipated Prior Year Delinquenc ies Collec tion 27,410
Subtotal - Taxes 4,065,990
Other Revenues 59,860
Trans fer In 619,270
T otal Re v e nue s Budge t 4,745,120
Contribution to/(Use of) Fund Balance (1,704,300)$
Total Dis tric t EBU Count 81,554.33
Ac tual Assess m ent per EBU 49.53$
Maxim um Allowable Ass ement per EBU 52.71$
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 2
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 2
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement or facility such as paseos, community trails, fencing and irrigation
systems, and providing for the growth, vigor and care of the trees and landscape
plant materials. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting of landscape or appurtenant facilities. This
shall also include material, vehicle, equipment, capital improvements and
administrative costs associated with the annual administration and operation of
the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 2
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area located south of the 210 Freeway, west of
Etiwanda Ave, southwest of the I-15 Freeway, and east of Haven Ave, also known as the
Victoria Neighborhood Parks and Landscape Maintenance District, and are more particularly in
the diagram of the District included herein.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements located in and serviced and maintained by the District generally include: the
landscaping and associated landscape lighting and irrigation systems installed along the
roadways, medians, and community trails; sidewalks; and six neighborhood parks that are of
direct and special benefit to the parcels within the District. These improvements are located
within the public right-of-ways and dedicated public easements which are within the boundaries
of the District. The landscaping maintenance includes, but is not limited to, pruning, fertilizing,
mowing, weeding, pest control, removal of trash/debris/graffiti, and irrigation of the trees,
shrubs, vines, ground cover, and turf. Maintenance of associated improvements, including the
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 2
parks and irrigation systems, includes but is not limited to, the upkeep, repair, removal or
replacement of all or any part of the improvement or facility; grading and replacement of trail
surfacing; trail fence repair and replacement; and irrigation systems control, adjustment, repair
and replacement. Servicing means the furnishing of water for the irrigation of landscaping, the
furnishing of electricity, gas or other illuminating energy for the lighting of landscaping or
appurtenant facilities. This shall also include materials, vehicles, equipment, capital
improvements and administrative costs associated with the annual administration and operation
of the District. Services include personnel, materials, contracting services, utilities, and all
necessary costs associated with the maintenance, replacement and repair required to keep the
improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City’s
intention to continue to use cost effective materials, including the future ability to replace
landscaping with drought resistant or low water use plants, in order to lower expenses of the
District. The breakdown of maintained areas is as follows:
Parks: Ellena Park, Kenyon Park, Victoria Arbors Park, Victoria Groves Park, Vintage Park,
and Windrows Park
Site #Descriptive Location
2-1 The west side of Arbor Ln from the traffic circle to Church St. The Arbor Ln median
from Church St to the traffic circle. The east side of Arbor Ln from Long Meadow Dr to
Church St. The paseo from the west side of Arbor Ln to Day Creek Blvd. The paseo
from the west side of Arbor Ln to Saintsbury Pl. The north side of Winery Dr from
Arbor Ln to 214 feet west of Arbor Ln. The south side of Long Meadow Dr from
Freestone Ct to Duck Creek Pl.
Ground Cover area:93,639 square feet
Hardscape area:59,041 square feet
2-2 The northwest corner of Day Creek Blvd and Church St. The north side of Church St
from Day Creek Blvd to 1,152 feet west of Hess Pl. The paseo from the north side of
Church St to Dry Creek Dr. The paseo from the north side of Church St to
Pineridge Pl. The west side of Hess Pl from the north side of Church St to
Dry Creek Dr. The south side of Church St from 145 feet east of Hyssop Dr to
896 feet east of Hyssop Dr.
Ground Cover area:24,018 square feet
Hardscape area:26,617 square feet
2-3 The west side of Day Creek Blvd from 250 feet north of Appellation Dr to Church St.
The east side of Day Creek Blvd from Church St to Madrigal Pl. The Day Creek Blvd
median from Church St to Base Line Rd. The south side of Madrigal Pl from Day
Creek Blvd to Round Hill Pl.
Ground Cover area:35,420 square feet
Hardscape area:42,671 square feet
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 2
2-4 Victoria Park Ln from Base Line Rd to the east entrance of Victoria Arbor Park. The
southwest corner of Victoria Park Ln and Base Line Rd. The southeast corner of
Victoria Park Ln to 445 feet east of Victoria Park Ln.
Ground Cover area:36,482 square feet
Turf area: 3,874 square feet
Hardscape area:32,927 square feet
2-5 The east and west side of Victoria Park Ln and the medians from Mosaic Dr to
Church St.
Ground Cover area:56,358 square feet
Hardscape area:20,390 square feet
2-6 The north side of Church St from Arbor Ln to Day Creek Blvd. The northwest corner of
Church St and Arbor Ln. The paseo from the north side of Church St to
Wilson Creek Dr.
Ground Cover area:21,616 square feet
Hardscape area:15,159 square feet
2-7 The north side of Church St from Victoria Park Ln to Arbor Ln. The northwest corner
of Victoria Park Ln and Church St. The paseo from the north side of Church St to
Elk Cove Ct. The paseo from the north side of Church St to Freestone Ct. The
northeast corner of Arbor Ln and Church St.
Ground Cover area:16,609 square feet
Hardscape area:13,730 square feet
2-8 The paseo from the west side of Etiwanda Ave to Silver Rose Ct. The north side of
Church St from Etiwanda Ave to Victoria Park Ln. The east side of Iron Horse Pl from
Church St to Wild Horse Pl. The paseo from the north side of Church St to
Cloudy Bay Ct. The medians from Iron Horse Pl to Etiwanda Ave.
Ground Cover area:35,122 square feet
Hardscape area:28,473 square feet
2-9 The landscaped slope behind existing landscape of site 2-5 on the west side of
Victoria Park Ln from 475 feet north of Long Meadow Dr to Long Meadow Dr. The
landscape slope and curb adjacent parkway from Victoria Park Ln to 685 feet west of
Victoria Park Ln.
Ground Cover area:26,213 square feet
Hardscape area: 5,617 square feet
VW-1 Base Line Rd median from Victoria Park Ln to 830 feet west of Victoria Park Ln.
Ground Cover area:4,514 square feet
Hardscape area:3,474 square feet
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 2
VW-2 The north side of Base Line Rd 300 feet east and 200 feet west of Swanson Pl. The
east and west sides of Swanson Pl from Base Line Rd to Province St. The paseo from
the intersection of Swanson Pl and Province St to Atwood St with outlet to
Dunmore Pl. The paseo from Atwood St to the Southern Pacific Railroad. The north
side of Saratoga St from Powell Pl to Dunmore Pl. The paseo from Saratoga St to
Etiwanda Ave. The south side of Atwood St from Victoria Park Ln to Travis Pl. The
north side of Atwood St from Walcott Pl to Victoria Park Ln.
Ground Cover area:18,753 square feet
Turf area:73,931 square feet
Hardscape area:22,615 square feet
VW-3 The Victoria Park Ln median and the west and east side parkways from Base Line Rd
to the entrance to Victoria Village.
Ground Cover area:27,090 square feet
Hardscape area: 3,214 square feet
VW-4 The Victoria Park Ln median and the west and east side parkways from Victoria
Village entrance to Atwood St.
Ground Cover area:40,937 square feet
Hardscape area: 6,428 square feet
VW-5 The Victoria Park Ln median and the west side and east side parkways from
Atwood St to the Southern Pacific Railroad.
Ground Cover area:49,513 square feet
Hardscape area: 5,467 square feet
VW-6 The paseo running north from 12732 Farrington St to the Southern Pacific Railroad.
Ground Cover area:285 square feet
Hardscape area:679 square feet
VW-7 The paseo running north from 12840 Farrington St to the Southern Pacific Railroad.
Ground Cover area:266 square feet
Hardscape area:552 square feet
VW-8 The Victoria Park Ln median and the west side parkway from the Southern Pacific
Railroad to South Victoria Windrows Loop. The Victoria Park Ln east side parkway
from the Southern Pacific Railroad to Zinnia Ct.
Ground Cover area:40,548 square feet
Hardscape area: 6,150 square feet
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 2
VW-9 The Victoria Park Ln east side parkway from Barberry St to North Victoria Windrows
Loop at Windrows Park.
Ground Cover area:
Turf area:
40,004 square feet
11,779 square feet
Hardscape area: 3,720 square feet
VW-10 The west side of Victoria Park Ln from South Victoria Windrows Loop to Dahlia Ct.
The Victoria Park Ln median from Zinnia Ct to Dahlia Ct. The east side of Victoria
Park Ln from North Victoria Windrows Loop at Windrows Park to Dahlia Ct.
Ground Cover area:50,620 square feet
Turf area:11,878 square feet
Hardscape area:11,400 square feet
VW-11 The east side parkway on South Victoria Windrows Loop from Silktassel Dr to Victoria
Park Ln. The parkway on the south side of Victoria Park Ln from the intersection of
South Victoria Windrows Loop and North Victoria Windrows Loop to Dahlia Ct. The
Victoria Park Ln median from the intersection of North and South Victoria Windrows
Loop to Dahlia Ct. The parkway on the north side of Victoria Windrows Loop from the
intersection of North and South Victoria Windrows Loop to Dahlia Ct.
Ground Cover area:27,053 square feet
Turf area:20,216 square feet
Hardscape area: 6,988 square feet
VW-12 The Victoria Park Ln median from the intersection of North and South Victoria
Windrows Loop to 390 feet east of Day Creek Blvd. The parkway on the north side of
Victoria Park Ln from the intersection of North and South Victoria Windrows Loop to
390 feet east of Day Creek Blvd. The parkway on the west side of North Victoria
Windrows Loop from Silverberry St to Victoria Park Ln. The parkway on the south side
of Silverberry St from 390 feet east of Day Creek Blvd to North Victoria Windrows
Loop.
Ground Cover area:166,249 square feet
Turf area: 21,603 square feet
Hardscape area: 12,868 square feet
VW-13 The parkway on the south side of Victoria Park Ln from 390 feet east of Day Creek
Blvd to South Victoria Windrows Loop. The west side of South Victoria Windrows
Loop from Victoria Park Ln to Snapdragon St.
Ground Cover area:20,068 square feet
Turf area:16,476 square feet
Hardscape area: 7,200 square feet
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 2
VW-14 The parkway on the west side of South Victoria Windrows Loop from Snapdragon St
to Victoria Park Ln. The parkway on the north and south side of Sugar Gum St from
South Victoria Windrows Loop to 390 feet east of Day Creek Blvd. The parkways on
the east and west sides of Basswood Pl from Sugar Gum St to Blazing Star Ct. The
parkway on the north side of South Victoria Windrows Loop from Victoria Park Ln to
Silktassel Dr.
Ground Cover area:21,466 square feet
Turf area:10,335 square feet
Hardscape area:27,560 square feet
VW-15 The parkway on the north side of Bougainvillea Way from Peach Pl to North Victoria
Windrows Loop. The parkway on the east side of North Victoria Windrows Loop from
Bougainvillea Way to Citrus Pl. The parkway on the north side of North Victoria
Windrows Loop from Locus Ave and following that curb line to Silverberry St. The
parkway on the north side of Silverberry St from North Victoria Windrows Loop 390
feet east of Day Creek Blvd. The paseo from North Victoria Windrows Loop at
Silverberry St to Nasturtium Dr. The paseo from North Victoria Windrows Loop at
Locus Ave to Pistache St and continuing to Bougainvillea Way.
Ground Cover area:45,929 square feet
Turf area:12,207 square feet
Hardscape area:23,630 square feet
VW-16 The south side of Highland Ave from 455 feet east of Day Creek Blvd to 534 feet east
of Locus Ave. The east and west side of Locus Ave from Highland Ave to North
Victoria Windrows Loop. The parkway on the south side of North Victoria Windrows
Loop from Citrus Pl east to Bougainvillea Way. The parkway on the north side of
North Victoria Windrows Loop from Twinspur Pl to Locus Ave.
Ground Cover area:26,577 square feet
Turf area:23,922 square feet
Hardscape area:19,203 square feet
VW-17 This site was modified and added to VW-16 on January 5, 1999.
VW-18 The south side of Highland Ave from 12583 Highland Ave to Rockrose Ave.
Ground Cover area:2,800 square feet
Turf area:8,515 square feet
Hardscape area:3,325 square feet
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 2
VW-19 The north side of North Victoria Windrows Loop from Rosemary Ct to Rockrose Ave.
The east side of Rockrose Ave from North Victoria Windrows Loop to Highland Ave.
The south side of Highland Ave from Rockrose Ave to Etiwanda Ave. The horse trail
from Highland Ave and Etiwanda Ave to the Fire Station.
Ground Cover area:21,027 square feet
Turf area:32,266 square feet
Hardscape area:11,298 square feet
VW-20 The parkway on the south side of North Victoria Windrows Loop from Victoria Park Ln
to Plum Way. The parkway on the west side of North Victoria Windrows Loop from
Plum Way to Rosemary Ct. The paseo from Tipu Pl east to the open field.
Note: The area in front of Windrows Park is watered by the VW-20 water meter, but it
is maintained by City crews.
Ground Cover area: 2,110 square feet
Turf area:16,411 square feet
Hardscape area: 9,132 square feet
VW-21 The east side of North Victoria Windrows Loop from Rosemary Ct to the trail south of
Kalmia St. The trail and paseo from North Victoria Windrows Loop south of Kalmia St
to Etiwanda Ave and north to the Fire Station. The south side of Basil St from North
Victoria Windrows Loop to Santolina Pl.
Ground Cover area:49,187 square feet
Turf area:36,461 square feet
Hardscape area:19,600 square feet
Mulchscape:21,071 square feet
VW-22 The paseo from North Victoria Windrows Loop at Rockrose Ave to the northeast
corner of Windrows Park and from that corner to Plum Way.
Ground Cover area:13,689 square feet
Turf area:19,953 square feet
Hardscape area: 9,489 square feet
VW-23 The west side of Rockrose Ave from Highland Ave to North Victoria Windrows Loop.
The parkway on the north side of North Victoria Windrows Loop from Rockrose Ave to
Twinspur Pl. The parkway on the south side of North Victoria Windrows Loop from
Bougainvillea Way to Rosemary Ct.
Ground Cover area:18,299 square feet
Turf area: 3,452 square feet
Hardscape area:10,352 square feet
Page 257 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 2
VW-24 The Metropolitan Water District easement from Jasmine Ct and Ironbark Dr to
Sweetgum Dr.
Ground Cover area: 475 square feet
Hardscape area:4,730 square feet
VW-25 The north side of Base Line Rd from 384 feet west of Wanona Pl to Etiwanda Ave.
The west side of Etiwanda Ave from Base Line Rd to Craig Dr. The Base Line Rd
median from Swanson Pl to Etiwanda Ave.
Ground Cover area:20,934 square feet
Turf area: 3,079 square feet
Hardscape area:12,799 square feet
VW-26 The paseo from Grape Pl to 630 feet west of Grape Pl.
Ground Cover area: 7,021 square feet
Hardscape area: 8,548 square feet
VW-27 The south side of Base Line Rd from 251 feet west of Swanson Pl to Etiwanda Ave.
The Base Line Rd median from Victoria Park Ln to Swanson Pl.
Ground Cover area:18,816 square feet
Hardscape area:17,233 square feet
VG-1 The turf and ground cover on the south side of Highland Ave from the Deer Creek
Channel to Fairmont Way. The turf and ground cover from Highland Ave on the west
side of Fairmont Way to Victoria Park Ln. The ground cover on the north side of
Victoria Park Ln south of the horse trail from 475 feet east of Milliken Ave to
Fairmont Way. The turf on the north side of Victoria Park Ln from 275 feet east of
Milliken Ave to Fairmont Way. The turf in the parkway on the east side of
Fairmont Way from Victoria Park Ln to Highland Ave.
Ground Cover area:21,573 square feet
Turf area:47,604 square feet
Hardscape area:17,300 square feet
Page 258 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 2
VG-2 The turf on the east side of York Pl from Delaware St to Fairmont Way. The ground
cover on the south side of Fairmont Way from York Pl and continuing on that curb line
to Victoria Park Ln. The turf and ground cover on the south side of Victoria Park Ln
west of Milliken Ave from Fairmont Way to Milliken Ave. The parkway on the west side
of Milliken Ave from Victoria Park Ln to Fairmont Way. The Milliken Ave median from
Fairmont Way to Victoria Park Ln. The turf on the north side of Victoria Park Ln from
273 feet west of Milliken Ave to Milliken Ave. The ground cover on the north side of
Victoria Park Ln south of the horse trail from 468 feet west of Milliken Ave to Milliken
Ave.
Ground Cover area:53,416 square feet
Turf area:49,587 square feet
Hardscape area:20,173 square feet
VG-3 The turf and ground cover north of the sidewalk on the north side of Fairmont Way
from Nova Ct continuing on that curb line to York Pl and the turf south of the sidewalk
on the north side of Fairmont Way from Armstrong Pl continuing on that curb line to
York Pl. The ground cover on the west side of York Pl from Fairmont Way to
Delaware St and the ground cover on the east side of York Pl. The turf and ground
cover on the west side of Fairmont Way from Emerson St continuing along that curb
line to Armstrong Pl. The turf and ground cover on the east and west sides of Biola Pl.
Ground Cover area:57,189 square feet
Turf area:38,343 square feet
Hardscape area:26,848 square feet
VG-4 The turf and ground cover on the south side of Fairmont Way from Armstrong Pl to
Milliken Ave. The turf and ground cover on the west side of Milliken Ave from
Fairmont Way to the Southern Pacific Railroad. The Milliken Ave median from
Fairmont Way to the Southern Pacific Railroad. The ground cover on the north side of
the Southern Pacific Railroad from Deer Creek Channel to Rochester Ave including
the paseo to Baylor St. The ground cover on the north side of Fairmont Way from
Milliken Ave to Nova Ct. The turf on the north side of Fairmont Way from Milliken Ave
to Armstrong Pl.
Ground Cover area:202,163 square feet
Turf area: 19,751 square feet
Hardscape area: 12,278 square feet
VG-5 The paseo from Biola Pl to Amarillo St to Delaware St at York Pl.
Ground Cover area:12,448 square feet
Turf area:44,896 square feet
Hardscape area: 7,992 square feet
Page 259 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 2
VG-6 The paseo beginning at the northeast corner of Victoria Groves Park and Fairmont
Way and extending to the Deer Creek Channel.
Ground Cover area:73,442 square feet
Turf area:74,778 square feet
Hardscape area:16,629 square feet
VG-7 The paseo that begins on the south side of Donnelly St at Fairmont Way and
continues to the Deer Creek Channel including the southward extension on the west
side of Albright Pl from Donnelly St to Pacific and the paseo from Pacific to
Charleston St.
Ground Cover area:43,427 square feet
Turf area:51,765 square feet
Hardscape area:15,806 square feet
VG-8 The ground cover on the west side of Milliken Ave from 566 feet north of
Victoria Park Ln to Victoria Park Ln. The ground cover and turf north of the horse trail
on Victoria Park Ln from Milliken Ave to Fairmont Way. The ground cover on the east
side of Fairmont Way from Victoria Park Ln to 156 feet north of Victoria Park Ln.
Ground Cover area:21,614 square feet
Turf area: 8,614 square feet
Hardscape area: 8,281 square feet
VG-9 The ground cover on the east side of Fairmont Way from 156 feet north of
Victoria Park Ln to Kenyon Way. The ground cover on the south side of Kenyon Way
from Fairmont Way to 197 feet east of Fairmont Way. The turf on the south side of
Kenyon Way from Fairmont Way to 316 feet east of Fairmont Way. The turf and
ground cover on the south side of Baltimore Dr from Fairmont Way to Baltimore Ct.
The turf and ground cover on the north side of Baltimore Dr from Fairmont Way to
Vanderbilt Pl. The turf and ground cover on the east side of Vanderbilt Pl from
Baltimore Dr to Brown Dr. The paseo from Vanderbilt Pl and Brown Dr to
Kenyon Way.
Ground Cover area:48,481 square feet
Turf area:11,357 square feet
Hardscape area:13,542 square feet
Page 260 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 2
VG-10 The ground cover on the south side of Kenyon Way from 197 feet east of
Fairmont Way to Milliken Ave. The turf on the south side of Kenyon Way from 316 feet
east of Fairmont Way to Milliken Ave. The ground cover on the west side of
Milliken Ave from Kenyon Way to 566 feet north of Victoria Park Ln. The turf and
ground cover on the west side of Capitol Pl from Brown Dr to Bethany Dr. The paseo
from Capitol Pl and Brown Dr to Kenyon Way.
Ground cover area:34,241 square feet
Turf area:11,031 square feet
Hardscape area: 5,320 square feet
VG-11 The east and west side parkways and median of Milliken Ave from Base Line Rd to
the Southern Pacific Railroad. The north side of Base Line Rd from 542 feet east of
Milliken Ave to Milliken Ave.
Ground Cover area:31,367 square feet
Turf area:17,264 square feet
Hardscape area:25,524 square feet
VG-12 The turf and ground cover on the south side of Fairmont Way from the southeast
corner of Milliken Ave and Fairmont Way along the curb line to Victoria Park Ln. The
turf and ground over on the west side of Fairmont Way from the southwest corner of
Victoria Park Ln and Fairmont Way (located east of Milliken Ave) and continuing along
the curb line to Milliken Ave. The turf on the east side of Milliken Ave from the
Southern Pacific Railroad to 730 feet south of Victoria Park Ln. The ground cover on
the east side of Milliken Ave from the Southern Pacific Railroad to 766 feet south of
Victoria Park Ln.
Ground Cover area:53,068 square feet
Turf area:36,431 square feet
Hardscape area:27,004 square feet
VG-13 The paseos from Victoria Park Ln to Verona Dr, Verona Dr to Napoli Dr, and
Genova Rd to Tivoli Pl.
Ground Cover area:17,993 square feet
Turf area:16,344 square feet
Hardscape area: 8,376 square feet
Page 261 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 2
VG-14 The Base Line Rd median from Milliken Ave to Ellena East. The turf and ground cover
on the north side of Base Line Rd from Ellena East to Ellena West. The turf and
ground cover on the east side of Ellena West from Base Line Rd and following the
curb line to Kenyon Way. The north side of Ellena West from Kenyon Way to
Casoli Pl. The turf and ground cover on both sides of Casoli Pl from Ellena West to
Candela Dr. The turf and ground cover on both sides of Crema Pl from Ellena West to
Candela Dr.
Ground Cover area:89,456 square feet
Turf area:62,999 square feet
Hardscape area:44,826 square feet
VG-15 The turf and ground cover on the west side of Rochester Ave from the Southern
Pacific Railroad to Base Line Rd. The turf and ground cover on the north side of
Base Line Rd from Rochester Ave to Ellena East. The Base Line Rd Median from
Rochester Ave to Ellena East. The turf and ground cover on the east side of
Ellena East from Base Line Rd and continuing along that curb line to 275 feet north of
Berra Rd. The turf and ground cover on both sides of Berra Rd from Ellena East to
Comiso Way.
Ground Cover area:58,588 square feet
Turf area:57,306 square feet
Hardscape area:36,014 square feet
VG-16 The paseo from Base Line Rd to Ellena West with entrances to Amelia Dr and
Pavola Dr.
Ground Cover area: 9,661 square feet
Turf area:11,529 square feet
Hardscape area: 5,804 square feet
VG-17 The paseo from Fairmont Way to the Southern Pacific Railroad. The paseo from
Fabriano Pl to Martano Pl.
Ground Cover area:35,351 square feet
Turf area:40,291 square feet
Hardscape area:16,394 square feet
VG-18 The paseo from Rapallo Dr to Gandino Dr and south to the Southern Pacific Railroad.
Ground Cover area:4,281 square feet
Hardscape area:1,308 square feet
VG-19 The paseo from Tolentino Dr to Pizolli Pl and to Tolentino Dr.
Ground Cover area:12,555 square feet
Turf area:17,856 square feet
Hardscape area: 7,380 square feet
Page 262 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 16
Fiscal Year 2023/24 ATTACHMENT 2
VG-20 The turf on the east side of Milliken Ave from 730 feet south of Victoria Park Ln to
Victoria Park Ln. The ground cover on the east side of Milliken Ave from 766 feet
south of Victoria Park Ln to Victoria Park Ln. The turf and ground cover on the south
side of Victoria Park Ln from the southeast corner at Milliken Ave heading east to
Fairmont Way. The turf and ground cover on the north side of Victoria Park Ln from
Parma Pl to the northeast corner of Milliken Ave and Victoria Park Ln. The ground
cover on the west side of Parma Pl from Victoria Park Ln to Lomello Way. The
Victoria Park Ln median from Milliken Ave to Pandino Ct. The Milliken Ave median
from Victoria Park Ln to 440 feet south of Kenyon Way. The parkway on the west side
of Milliken Ave from 420 feet south of Kenyon Way to Victoria Park Ln.
Ground Cover area:96,750 square feet
Turf area:77,461 square feet
Hardscape area:22,177 square feet
VG-21 The ground cover on the east side of Parma Pl from Victoria Park Ln to Lomello Way.
The ground cover on the north side of Victoria Park Ln from Parma Pl to 653 feet east
of Kenyon Way. The turf on the north side of Victoria Park Ln from Parma Pl to 547
feet east of Kenyon Way. The turf and ground cover on the south side of
Victoria Park Ln from Fairmont Way to 422 feet east of Kenyon Way. The turf and
ground cover on the east and west sides of Kenyon Way from Victoria Park Ln to the
Southern Pacific Railroad. The paseo from Kenyon Way to Rapallo Dr. The paseo
from Kenyon Way to Bari Dr. The Victoria Park Ln median from Pandino Ct to
Portofino Dr.
Ground Cover area:85,865 square feet
Turf area:41,994 square feet
Hardscape area:34,478 square feet
VG-22 The ground cover on the north side of Victoria Park Ln from 653 feet east of Kenyon
Way to Rochester Ave. The turf on the north side of Victoria Park Ln from 547 feet
east of Kenyon Way to Rochester Ave. The Victoria Park Ln median from Portofino Dr
to Rochester Ave. The turf and ground cover on the south side of Victoria Park Ln
north of the sidewalk from Kenyon Way to the east side of Vintage Park. The turf and
ground cover on the south side of Victoria Park Ln from the east side of Vintage Park
to Rochester Ave. The turf and ground cover on the west side of Rochester Ave from
Victoria Park Ln to the Southern Pacific Railroad.
Ground Cover area:115,144 square feet
Turf area: 57,927 square feet
Hardscape area: 20,863 square feet
Page 263 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 17
Fiscal Year 2023/24 ATTACHMENT 2
VG-23 The turf and ground cover on the east side of Kenyon Way from Victoria Park Ln to
409 feet west of Grimaldi Rd. The ground cover on the south side of Portofino Dr from
Kenyon Way to Bergano Pl. The turf and ground cover on the north and south side of
Lark Dr from Kenyon Way to the west property line of Rancho Cucamonga High
School. The ground cover on the east and west side of Matera Pl from Lark Dr to
Pescara Rd. The ground cover on the north and south side of Grimaldi Rd from
Kenyon Way to Brindisi Ct. The turf and ground cover on the west side of Kenyon
Way from Lark Dr to Victoria Park Ln. The ground cover on the north and south side
of Marcello Way from Kenyon Way to Landriano Pl. The paseo from southwest corner
of Kenyon Park to Kenyon Way.
Ground Cover area:63,733 square feet
Turf area:82,565 square feet
Hardscape area:39,297 square feet
VG-24 The north side of Kenyon Way from Autumn Glen Ct to Woodruff Pl. The east side of
Woodruff Pl from Kenyon Way to 403 feet north of Kenyon Way.
Ground Cover area:8,447 square feet
Turf area:5,320 square feet
Hardscape area:5,622 square feet
VG-25 The paseo west of Torino Rd from Kenyon Way to Highland Ave. The turf and ground
cover on the south side of Highland Ave from the northwest corner of Tract 13440 to
the east end of Tract 13440.
Ground Cover area:40,800 square feet
Turf area:24,134 square feet
Hardscape area:14,353 square feet
VG-26 The paseo from Brindisi Ct to Messina Pl. The turf and ground cover on the north side
of Brindisi Ct to the end of the cul-de-sac. The turf and ground cover on the west side
of Messina Pl from the paseo to Treviso Way.
Ground Cover area:18,905 square feet
Turf area: 1,141 square feet
Hardscape area: 3,615 square feet
VG-27 The Milliken Ave median from 440 feet south of Kenyon Way to Highland Ave. The
parkway on the west side of Milliken Ave from 420 feet south of Kenyon Way.
Ground Cover area:4,030 square feet
Turf area:3,006 square feet
Hardscape area:4,222 square feet
VG-28 The east side of Rochester Ave from Victoria Park Ln to Highland Ave.
Ground Cover area:60,902 square feet
Hardscape area: 5,593 square feet
Page 264 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 18
Fiscal Year 2023/24 ATTACHMENT 2
VG-29 The north side of Kenyon Way from Milliken Ave to Fairmont Way. The groundcover
on the east side of Fairmont Way, east of the sidewalk, from Kenyon Way to the
210 freeway.
Ground Cover area:20,178 square feet
Turf area:16,877 square feet
Hardscape area: 5,736 square feet
VG-30 The south side of Tresenda Dr from Santo Pl to Sappada Pl. The paseo from
Sappada Pl to Carano Pl. The south side of Montella Dr from Carano Pl to Trivento Pl.
Ground Cover area:6,797 square feet
Turf area:2,462 square feet
Hardscape area:4,860 square feet
VG-31 The east side of Brienza Pl from Larino Dr to Letini Dr. The west side of Tindari Pl
from Letini Dr to Larino Dr. The greenbelt on the south side of Marconi Pl from
Trivento Pl to Comiso Way. The east side of Comiso Way from Scalea Pl to Santo Pl.
Ground Cover area:23,419 square feet
Turf area:18,351 square feet
Hardscape area:13,764 square feet
VG-32 The north side of Candela Dr from Terni Pl to Bettola Pl.
Ground Cover area:20,172 square feet
Turf area: 8,190 square feet
Hardscape area: 8,292 square feet
VG-33 The paseo at the north end of Sapri Pl to the Southern Pacific Railroad.
Ground Cover area:894 square feet
Hardscape area:318 square feet
VG-34 The paseo at the north end of Bronte Pl to the Southern Pacific Railroad.
Ground Cover area:894 square feet
Hardscape area:318 square feet
VG-35 The east side of Rochester Ave from 555 feet south of Palmi Dr to Victoria Park Ln.
The south side of Victoria Park Ln and median from Rochester Ave to east side of
Deer Creek Channel.
Ground Cover area:53,646 square feet
Turf area:11,150 square feet
Hardscape area:17,555 square feet
Page 265 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 19
Fiscal Year 2023/24 ATTACHMENT 2
VG-36 The north side of Victoria Park Ln from the east side of Deer Creek Channel to
Rochester Ave.
Ground Cover area:55,780 square feet
Turf area:10,500 square feet
Hardscape area: 8,004 square feet
VG-37 The paseo at the end of Ardmoor Ct to the Southern Pacific Railroad.
Ground Cover area:1,350 square feet
Hardscape area: 950 square feet
VG-38 The east side of Milliken Ave from 106 feet north of Victoria Park Ln to Kenyon Way.
The north and south side of Spring Mist Dr from Milliken Ave to Summerstone Ct. The
south side of Kenyon Way from Milliken Ave to Kenyon Park.
Ground Cover area:28,051 square feet
Turf area: 4,533 square feet
Hardscape area:12,879 square feet
VG-39 The north side of Victoria Park Ln from Kenyon Way paseo to 132 feet east of Milliken
Ave. The Kenyon Way paseo from Victoria Park Ln to Fairwinds Ct. The paseo from
Victoria Park Ln to the south west corner of Kenyon Park.
Ground Cover area:55,089 square feet
Turf area:13,120 square feet
Hardscape area: 7,676 square feet
VG-40 The south side of Highland Ave from 413 feet west of Highland Ave paseo to Highland
Ave paseo. The east side of Highland Ave paseo from Highland Ave to Kenyon Way.
The north side of Kenyon Way from Highland Ave paseo to Autumn Glen Ct.
Ground Cover area:56,553 square feet
Hardscape area:12,314 square feet
VG-41 The west side of Rochester Ave from 294 feet south of Highland Ave to Lark Dr. The
north side of Lark Dr from Rochester Ave to 1230 feet west of Rochester Ave.
Ground Cover area:31,413 square feet
Hardscape area:13,338 square feet
VG-42 The south side of Highland Ave from 1,314 feet west of Rochester Ave to
Rochester Ave. The west side of Rochester Ave from Highland Ave to 294 feet south
of Highland Ave. The north side of Highland Ave from Rochester Ave to Woodruff Pl.
Ground Cover area:40,346 square feet
Hardscape area:15,445 square feet
Page 266 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 20
Fiscal Year 2023/24 ATTACHMENT 2
VG-43 The north side of Victoria Park Ln and the median from Day Creek Blvd to
Day Creek Channel. The east and west side of Kensington Pl from Victoria Park Ln to
Stratford Dr.
Ground Cover area:70,669 square feet
Turf area: 7,888 square feet
Hardscape area:18,426 square feet
VG-44 The west side of Day Creek Blvd from 572 feet north of Silverberry St to Day Creek
Blvd. The south side of Silverberry St from Kensington Pl to Day Creek Blvd.
Ground Cover area:36,835 square feet
Hardscape area:24,376 square feet
VG-45 The west side of Milliken Ave and the Milliken Ave median from the 210 freeway to
Kenyon Way.
Ground Cover area:10,658 square feet
Turf area: 610 square feet
Hardscape area: 5,589 square feet
VG-46 The Base Line Rd median from 657 feet east of Virginia Pl to Rochester Ave. The
north side of Base Line Rd from 278 feet east of Virginia Pl to Rochester Ave. The
paseo from the northeast corner of Rochester Ave and Base Line Rd to Huntley Dr.
The east side of Rochester Ave from Base Line Rd to 105 feet north of
Shenandoah Dr.
Ground Cover area:35,823 square feet
Hardscape area:23,645 square feet
VG-47 The north side of Base Line Rd from 400 feet east of Day Creek Blvd to
Day Creek Blvd. Base Line Rd median from Day Creek Blvd to 595 feet east of
Day Creek Blvd.
Ground Cover area:9,515 square feet
Hardscape area:7,926 square feet
VG-48 The east side of Day Creek Blvd and median from Base Line Rd to Victoria Park Ln.
The south side of Victoria Park Ln from Day Creek Blvd to 390 feet east of
Day Creek Blvd.
Ground Cover area:50,318 square feet
Turf area: 3,234 square feet
Hardscape area:29,217 square feet
Page 267 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 21
Fiscal Year 2023/24 ATTACHMENT 2
VG-49 The north side of Victoria Park Ln and median from 390 feet east of Day Creek Blvd
to Day Creek Blvd. The east side of Day Creek Blvd from Victoria Park Ln to
Highland Ave. The south side of Highland Ave from Day Creek Blvd to 440 feet east
of Day Creek Blvd.
Ground Cover area:51,459 square feet
Turf area: 3,930 square feet
Hardscape area:32,296 square feet
VG-50 The west side of San Carmela Ct from 389 feet north of Base Line Rd to
Base Line Rd. The north side of Base Line Rd from Carmela Ct to 264 feet west of
Durness Pl.
Ground Cover area:18,043 square feet
Hardscape area:12,383 square feet
VG-51 The Paseo south of Saxon Dr to Southern Pacific Railroad.
Ground Cover area:1,398 square feet
Hardscape area: 969 square feet
VG-52 The north side of Sugar Gum St from Milliken Ave to Kensington Pl. The south side of
Sugar Gum St from Milliken Ave to 111 feet east of Suffolk Pl.
Ground Cover area:4,362 square feet
Hardscape area:3,325 square feet
VG-53 The south side of Victoria Park Ln from 296 feet west of Kensington Pl to Milliken Ave.
The west side of Day Creek Blvd from Victoria Park Ln to 397 feet south of Sugar
Gum St.
Ground Cover area:28,532 square feet
Turf area:11,070 square feet
Hardscape area: 7,720 square feet
VG-54 The east side of Rochester Ave from Shenandoah Dr to the Southern Pacific
Railroad.
Ground Cover area:6,864 square feet
Hardscape area:5,136 square feet
VG-55 The paseo north of Westhaven Pl to the Southern Pacific Railroad.
Ground Cover area:1,775 square feet
Hardscape area:2,575 square feet
Page 268 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 22
Fiscal Year 2023/24 ATTACHMENT 2
VG-56 The south side of Highland Ave from 1,317 feet west of Day Creek Blvd to 1,085 feet
west of Day Creek Blvd including the non-irrigated slope on the south side of the
sidewalk.
Ground Cover area:5,274 square feet
Hardscape area:1,761 square feet
VG-57 The north side of Highland Ave from Fairmont Way to the Day Creek Channel.
Ground Cover area:16,157 square feet
Hardscape area:17,405 square feet
VG-58 The south side of Kenyon Wy from the Kenyon Park paseo entrance to Lark Dr. The
south side of Lark Dr. from 568 feet west of Kenyon Wy to Kenyon Wy. The paseo
east of Kenyon Park from Kenyon Wy to the east/west paseo of site VG-23.
Ground Cover area:24,072 square feet
Hardscape area: 9,807 square feet
Ground cover, shrubs and turf areas that make up parkways, median islands and paseos are
maintained under contract by a private landscape maintenance company. Parks are maintained
by the City's Park Maintenance Crews.
Map of Improvements
The following page shows the approximate location (for reference only – may not include all) of
landscaping improvements, including irrigation sites, and parks and community trails to be
maintained by the District.
Page 269 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 23
Fiscal Year 2023/24 ATTACHMENT 2
Page 270 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 24
Fiscal Year 2023/24 ATTACHMENT 2
ESTIMATE OF COSTS
The estimated costs of maintenance and servicing of the improvements as described in the
Plans and Specifications are summarized below. Each year, as part of the District levy
calculation process, the costs and expenses are reviewed and the annual costs are projected
for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 632,100$
Overtim e Salaries 1,090
Part-tim e Salaries 62,900
Fringe Benefits 333,480
Subtotal - Pe rsonne l 1,029,570
Ope rations and M ainte nance :
Operations and Maintenanc e:
O & M/General 90,300
Emergency Equipm ent and Vehicle Rental 200
Subtotal - Operations and Maintenanc e 90,500
Contract Servic es:
Contrac t Servic es/General 1,833,860
Tree Maintenance 284,240
Contrac t Vehic le Maintenance and Repair 5,000
Subtotal - Contrac t Servic es 2,123,100
Utilities :
W ater Utilities 952,430
Elec tric Utilities 60,950
Subtotal - Utilities 1,013,380
Asses sment Administration 24,760
Admin./General Overhead 373,270
Interfund Alloc ation 86,840
Subtotal - Ope rations and Mainte nance 3,711,850
Capital Expe nditure s:
Captial Outlay - Equipm ent 8,000
Captial Outlay - Improvem ents Other Than Building 25,000
Captial Projec ts 1,675,000
Subtotal - Capital Expe nditure s 1,708,000
T otal Expe nditure s Budge t 6,449,420$
Page 271 of 715
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 25
Fiscal Year 2023/24 ATTACHMENT 2
Fiscal Year
2023/24 Budget
Re v e nue s
T axe s:
Es tim ated As s es sments, Net of Estimated Delinquenc ies 4,038,580$
Antic ipated Prior Year Delinquencies Collec tion 27,410
Subtotal - T axe s 4,065,990
Othe r Re v e nue s:
Interes t Earnings 58,900
Park Maintenanc e Fees 960
Subtotal - Othe r Re v e nue s:59,860
T ransfe r In:
Trans fer In - General Fund 369,270
Trans fer In - State Grants Fund 250,000
619,270
T otal Re v e nue s Budge t 4,745,120
Contribution to/(Use of) Fund Balance (1,704,300)$
Total Gros s Es tim ated Assessments 4,038,574.53$
Total Dis tric t EBU Count 81,554.33
Ac tual As s es s m ent per EBU - Fiscal Year 2023/24 49.53$
Maxim um Allowable Assessment per EBU - Fis c al Year 2023/24 52.71$
Each year, prior to the assessments being placed on the tax roll, the City will review the budget
and determine the amount needed to maintain the improvements for the upcoming fiscal year.
The actual assessment per Equivalent Benefit Unit (“EBU”) will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be the same or lower than the maximum allowable assessment;
however, it may not exceed the maximum after the application of the cost of living inflator, as
defined in this report, unless the excess increase is approved by the property owners in
accordance with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Res erve
Es timated Res erve Fund Balanc e, June 30, 2023 3,162,942$
Contribution to/(Us e of) Reserve - Fis c al Year 2023/24 (1,704,300)
Es timated Res erve Fund Balanc e, June 30, 2024 1,458,642$
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Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget for the
maintenance and servicing of the improvements:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the District improvements.
Utilities: This item includes the costs to furnish electricity, water, and telephone services, as
required, for the operation and maintenance of the sprinklers and irrigation controllers in the
District.
Assessment Administration: This item includes the cost of all particular departments and
staff of the City, as well as consultants, for providing the administration, coordination and
management of District services, operations, and incidental expenses related to the District.
This item also includes creation of an annual Engineer's Report, resolutions and placing the
assessment amounts onto the County tax roll each year, along with responding to any public
inquiries and future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include new monuments,
irrigation systems, and other large improvements.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports
Field User Group Rentals, and parking permits (Metrolink Station paid parking).
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BENEFITS FROM IMPROVEMENTS AND QUANTIFICATION
Benefits from Improvements
The improvements previously defined are expected to confer certain special benefits to parcels
within the District. The benefits are described below.
Sidewalks and Community Trails
People walk for a variety of reasons, whether the reason is to commute to work or school, run
errands, shop, leisure activities, fitness, or some other purpose. To enhance the overall walking
experience, pedestrians seek out and utilize sidewalk facilities and community trails that are in
close proximity to their property and provide a safe place to walk as well as an environment that
provides a certain amount of visual interest. Sidewalks and community trails serve as a critical
component in the transportation network providing users access to parks and recreational
areas, schools, commercial areas, and neighbors. According to the U.S. Department of
Transportation Federal Highway Administration (FHWA) sidewalks provide many benefits
including safety, mobility and healthier communities (FHWA, n.d).
•Improved Aesthetics: A survey conducted by DMB (an Arizona based commercial
developer) found that there was a strong demand for communities characterized by
pedestrian access, a sense of connection, and a sense of community and diversity
(Urban Land Institute, 2006). According to the Urban Land Institute report Creating
Walkable Places: Compact Mixed-Use Solutions, people want their neighborhoods to
provide more opportunities to walk (Urban Land Institute, 2006). A survey sponsored by
the Surface Transportation Policy Project found that 55% of respondents would like to
walk more, 63% would like to run errands on foot and walk to stores, and 79% would like
sidewalks and other places to walk and exercise (Urban Land Institute, 2006). The
continued maintenance of the inter-connecting sidewalks and community trails improves
the livability and appeal for properties within the District.
•Increased Safety: According to the FHWA, sidewalks reduce roadway accidents,
including pedestrian/motor vehicle accidents. In addition, roadways without sidewalks
are more than twice as likely to have pedestrians involved in accidents compared to
sites with sidewalks on both sides of the street (FHWA, n.d.). In 2008, the National
Highway Traffic Safety Administration’s (NHTSA) National Pedestrian Crash Report
identified California as one of the states with the highest number of pedestrian deaths
(NHTSA, 2008).
•Economic Activity: Uniform and well-maintained sidewalk and community trail
improvements create cohesion throughout the District. This cohesion enhances both the
residential and retail experience as well as encourages maximum use of building and lot
area. According to Active Living Research (2010), economic benefits of walkable
developments include enhanced marketability and faster sales or leases than
conventional development. The National Complete Streets Coalition notes that street
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design that is inclusive of all modes of transportation, where appropriate, not only
improves conditions for and access to existing businesses, but also is a proven method
for attracting new development (Pugliese, 2008).
Street Landscaping
The overall appeal and safety of an area is enhanced when landscaping improvements are in
place and kept in a healthy and satisfactory condition. Conversely, appeal and safety
decreases when landscaping is overgrown, unsafe or destroyed by the elements or vandalism.
•Improved Aesthetics: Street landscaping improvements improve the livability,
commercial activity, appearance and desirability for properties within the boundaries of
the District. Regular maintenance ensures that the improvements do not reach a state
of deterioration or disrepair so as to be materially detrimental to properties adjacent to or
in close proximity to the improvements within the District. According to the Victoria
Transport Policy Institute (2011), streetscapes have a significant effect on how people
view and interact with their community. With streetscapes that are safe and inviting,
people are more likely to walk, which can help reduce automobile traffic, improve public
health, stimulate local economic activity and attract residents to the community.
•Increased Safety: Safety for pedestrians involves not only a degree of protection from
vehicular accidents, but also from criminal activity. Well maintained areas mitigate
crime, especially vandalism, and enhance pedestrian safety. A recent study has found
that after landscape improvements were installed, there was a 46% decrease in crash
rates across urban arterial and highway sites and a second study reviewed found a 5%
to 20% reduction in mid-block crashes after trees and planters in urban arterial roads
were put in place. In addition, there is less graffiti, vandalism, and littering in outdoor
spaces with natural landscapes than in comparable plant-less spaces (Wolf, 2010). The
Victoria Transport Policy Institute (2011) has found that streetscapes reduce traffic
speeds, and when combined with improved pedestrian crossing conditions, can
significantly reduce collisions. Furthermore, maintained sidewalks and trails increase
pedestrian safety by reducing the number of trips and falls from those using the
improvements.
•Economic Activity: Well-maintained street landscape improvements not only make
adjacent properties appear more stable and prosperous, but can spur investment in the
property. According to the FHWA, landscaped sidewalks create an inviting place for
customers to shop and do business (FHWA, 2001).
Parks
Park facilities enhance the overall quality of an area and are an important component of
complete and sustainable neighborhoods. Neighborhood parks offer both active and passive
recreational opportunities: a place to play, exercise, spend time with neighbors, or relax. The
parks within the District are developed and maintained to appeal to all age groups and interests,
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and promote a healthy community. Recreation and park facilities have proven to be a potent
factor in maintaining a high standard of livability in the community.
•Improved Aesthetics. The park improvements provide beautification, shade and
enhancement to properties, which creates a sense of community for the parcels within
the District. The overall appeal and desirability of an area is enhanced when public
parks and recreational facilities are in place, improved, operable, safe, clean and
maintained. Conversely, appeal and desirability decrease when park and recreational
facilities are unsafe or destroyed by the elements or vandalism. According to The Trust
for Public Land, Corporate CEOs say that employee quality of life is the third most
important factor in locating new businesses (Harnik and Welle, n.d.).
•Economic Activity: Parks attract both businesses and residents to communities.
According to The Trust for Public Land, small company owners say recreation, parks
and open spaces in close proximity to properties used for business purposes are the
highest priority in choosing a new location for their businesses.
As a result of the collective improvements (sidewalks, community trails, street landscaping and
parks) being maintained, the overall livability for properties within the District will increase.
Livability encompasses several qualities and characteristics that are unique to a specific area.
The Victoria Transport Policy Institute (2011) expands on the concept of livability and the
various benefits associated with that designation:
The livability of an area increases property desirability and business activity. Livability is
largely affected by conditions in the public realm, places where people naturally interact with
each other and their community, including streets, parks, transportation terminals and other
public facilities. Livability also refers to the environmental and social quality of an area as
perceived by employees, customers and visitors. This includes local environmental
conditions, the quality of social interactions, opportunities for recreation and entertainment,
aesthetics, and existence of unique cultural and environmental resources.
Quantification of Benefit
As a result of the District maintenance and servicing activities, there will be a level of general
benefits to people that do not live in or intend to conduct business within the District. In order
for property within the District to be assessed only for that portion of special benefits received
from the District maintenance and servicing activities, general benefits provided by the ongoing
maintenance and servicing of the improvements needs to be quantified. The amount of general
benefit that is provided from the District maintenance activities cannot be funded via property
owners’ assessments.
The District currently consists of 5,843 single family residences, 525 condominium units, 589
multi-family (apartment) units, 51.88 acres of commercial property, 4 schools, 1 Church, 1 fire
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station, and 56.54 acres of undeveloped property. Properties are classified by their land use
code as shown on San Bernardino County’s latest secured roll.
Sidewalks and Community Trails
The City is comprised of many smaller communities located throughout the City. Most of the
communities have parks and schools that are proximate to and serve the residents in their
immediate vicinity. There are four schools in addition to the six parks within the District. Two of
the four schools have school District boundaries that are only within the District. However, two
of the schools include areas outside of the District as part of their school district boundaries.
The primary reason persons living outside the District would enter the District would be to
access the schools. Therefore, we must consider the school district boundary areas outside of
the District when analyzing the pedestrian traffic that may use the sidewalks and community
trails within the District.
The Summary of Travel Trends, 2009 National Household Travel Survey (NHTS) prepared by
the U.S. Department of Transportation Federal Highway Administration (FHWA, 2011) analyzed
the number of person trips by various modes of transportations such as private vehicle, transit,
walking or some other means of transportation. According to the Pacific Division data extracted
from the 2009 NHTS database, of the annual 181,703 (in millions) total person trips, 21,252 (in
millions) or 11.70% of those person trips were made by using walking as their mode of
transportation (FHWA, 2011).
According to the U.S. Census Bureau (2010), the average household size in the City is 2.98
persons. Based on this average household size, and considering there are 6,957 residential
units within the District, there are approximately 20,732 people residing within the District
boundaries. There are an estimated 12,000 residential units within the school district
boundaries that are not within the boundaries of the District. Based on the City’s average
household size, there are approximately 35,760 persons residing outside of the District
boundaries, but within the school district boundaries. The following shows the estimated
number of residential units and persons within the school district boundaries and either within or
outside the District boundaries:
School District Population
Estimated
Number of
Residential Units
Estimated
Number of
Persons
Within District Boundaries 6,957 20,732
Outside District Boundaries 12,000 35,760
Total Population 18,957 56,492
In order to determine the estimated total number of persons who are within close proximity to
the sidewalk and trail improvements, and would utilize walking as their mode of transportation,
we applied the 11.70% of person trips reported from the NHTS Pacific Division study, to the
total number of persons within District and school district boundaries (56,492). There are
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approximately 6,610 people within proximity of the District that utilize walking as their mode of
transportation.
Applying the 2009 NHTS walking trip percentage to the District population (20,732), we estimate
that of the 6,610 persons who are within close proximity of the District and use walking as their
primary mode of transportation, 2,426 people are within the District boundaries. Therefore, the
total surrounding neighborhood area population, located outside of the District boundaries, but
in close proximity to the sidewalk and trail improvements, who use walking as their primary
mode of transportation is estimated to be 4,184 people.
School District Population
Estimated Number
of Persons
Within District Boundaries 2,426
Outside District Boundaries 4,184
Total Population – uses walking as
primary mode of transportation 6,610
In order to obtain a better picture of the overall level of general benefit provided by the sidewalk
and community trail improvements, the pedestrian traffic that utilizes walking as the mode of
transportation that will seek out and use sidewalks and community trails within the District’s
boundaries, but live outside of the District, must be considered. The 2009 NHTS further details
the purposes of the 21,252 (in millions) reported walking trips. Based on the property types
within the District, people utilizing the sidewalks and community trails within the District would
most likely do so for the following reasons: walking to school, day care or religious activity,
social or recreational activities, and shopping or running errands.
The following details the number of walking trips, based on the 2009 NHTS study, for each of
the activities that are the most likely reasons people outside of the District would use the
sidewalk and community trail improvements within the District:
Trip Purpose
Number of Walking
Trips (in millions)
School/Daycare/Religious Activity 872
Shopping/Errands 5,820
Social/Recreational 2,268
Don’t know/Other 139
Total 9,099
Of the total number of walking trips reported, 9,099 (in millions) or 42.81% are for purposes that
persons outside of the District would utilize the sidewalk and trail improvements within the
District. Applying this percentage (42.81%) to the number of people using walking as their
mode of transportation and that live outside of the District (4,184), but use the sidewalks and
community trails within the District, there are approximately 1,791 people using the maintained
sidewalks and community trails for general benefit purposes. The persons engaging in general
benefit activities represents 3.17% of the total school district population (56,492), and is
therefore considered to be District general benefit.
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School District Boundary General
Benefit 3.17%
Given the location and nature of the improvements, it is very unlikely the public at large would
seek out or use the sidewalks and trails within the District, but would use those proximate to
their own properties. The City has regional trails that connect different areas of the City, and
those trails do appeal to and attract other residents of the City as well as residents that live
outside the City. Nevertheless, it is likely that certain members of the public at large use the
sidewalks or community trails within the District. As such, we have assigned a 1.00% general
benefit for the sidewalk and community trails to the public at large.
Public at large General Benefit 1.00%
Based on the above calculations, the general benefit portion of the improved aesthetics,
increased safety, and economic activity benefits resulting from the sidewalk and trail
improvements is estimated to be 4.17% and the special benefit is estimated to be 95.83%.
Sidewalk and Trail General Benefit 4.17%
Street Landscaping
Based upon the City’s General Plan (2010) Roadway Hierarchy, the streets within the District
are classified into one of the following categories: arterial, collector, or local (minor) streets.
The majority of street landscaping is located along roads classified as collector and local streets
and primarily situated within the public right-of-ways of the internal local street network. A
portion of the maintained landscaping is, however, located along the arterial streets, and, as
such, provides some general benefit to pass-through traffic.
Local Streets
For purposes of determining general and special benefits, all streets within the District other
than the specific streets listed as collector and arterial streets below are considered local
streets. The local streets within the District were intended to serve individual neighborhoods
and not to be pass-through streets, but cul-de-sacs or loop roads to reduce through traffic
(Victoria Community Plan, 1980). In addition, according to the City’s General Plan (2010), the
primary intended purpose of local streets is to serve fronting properties.
From a visual inspection of the layout of the District one must conclude that the purpose of the
local streets is exclusively intended for the benefit of the parcels on such streets. There is no
local street that provides a direct or efficient means of traveling from one place to another such
that one could reasonably expect a driver to purposefully choose the District’s local streets as
the best route for travel unless necessary because the route either began or ended with a parcel
in the District. A route beginning or ending with a parcel within the District does not include the
“general public” for purposes of determining general benefit.
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However, one can imagine a minimal degree of pass through traffic even on something such as
a cul-de-sac. As expressed by the Court in Beutz v. County of Riverside (2010), “... courts of
this state have long recognized that virtually all public improvement projects provide general
benefits."
Given the location to the schools, parks, and shopping in the City, there are bound to be drivers
that make use of the local streets for no other reason but to turn around or go back from where
they came, especially if they are dropping their children off at one of the schools. Additionally,
given the nature of the street landscaping, one could imagine a small degree of “residential
tourism” wherein drivers are in fact simply “passing through” to enjoy the beautiful views of the
homes, the natural surroundings or visiting friends. A conservative estimate of 1.00% for each
scenario would result in the general benefit portion of the improved aesthetics, increase safety,
and economic activity benefits resulting from the street landscaping improvements on local
streets to be 2.00% and the special benefit is estimated to be 98.00%.
Local Street General Benefit 2.00%
Collector Streets: Victoria Park Ln, Etiwanda Ave, Highland Ave and Church St
Because of the similarities in use, layout, type, and designation, the benefits of Victoria Park Ln,
Etiwanda Ave, Highland Ave and Church St are considered to be equal. Etiwanda Ave,
Highland Ave and Church St border the District and are used as the main access to and from
properties within the District. Victoria Park Ln serves as the main access point to each of the
four schools and is the connector street running through the District. Victoria Park Ln,
Etiwanda Ave, Highland Ave and Church St connect the various neighborhoods, schools and
parks within the District in addition to providing circulation between the local streets and the
arterial network. As such, we must also consider the neighborhoods that surround the District
and are within the school district boundaries, but not within the actual District when analyzing
vehicle traffic that may use the streets within the District. The City’s Traffic Study (2009) does
not include the traffic volume and number of daily trips on the connector streets within the
District. As such a study is unavailable at this time we have use the NHTS Pacific Division data
in order to estimate the number of drivers who use the streets within the District.
According to the Pacific Division data extracted from the NHTS database, of the annual 181,703
(in millions) total person trips, 152,827 (in millions) or 84.11% of those trips were made using a
personal motor vehicle (FHWA, 2011). According to the 2001 National Household Travel
Survey, household file, U.S. Department of Transportation (2001), the mean drivers per
household is 1.75. Based on the drivers per household average, and considering the 6,957
households within the District, there are approximately 12,175 drivers within the District. There
are an estimated 12,000 residential units within the school district boundaries that are not within
the boundaries of the District. Based on the drivers per household average, there are
approximately 21,000 additional drivers that reside outside of the District boundaries, but are in
close proximity to the District.
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School District Population
Estimated
Number of
Residential Units
Estimated
Number of
Drivers
Within District Boundaries 6,957 12,175
Outside District Boundaries 12,000 21,000
Total 18,957 33,175
Applying the percentage of vehicle trips (84.11%) reported from the NHTS Pacific Division study
to the District and school district boundaries area outside of the District population sets (33,175),
approximately 27,903 people are within proximity of the District that utilize a private vehicle as
their primary mode of transportation. Applying the 2009 NHTS vehicle trip percentage to the
estimated number of drivers within the District (12,175) approximately 10,240 people within the
District boundaries use a personal vehicle as their primary mode of transportation. Therefore,
the total surrounding neighborhood area population, located outside of the District boundaries,
that uses a vehicle as their mode of transportation is estimated to be 17,663 people.
School District Population
Estimated Number
of Persons
Within District Boundaries 10,240
Outside District Boundaries 17,663
Total Population – uses personal vehicle
as primary mode of transportation 27,903
In order to obtain a better picture of the overall level of general benefit provided by the
improvements, the vehicle traffic that will seek out and use the collector streets to access
parcel’s within the District, but live outside of the District, must be considered. The 2009 NHTS
further details the purposes of the 152,827 (in millions) reported vehicle trips. Based on the
property types within the District, people utilizing the collector streets to access properties within
the District would most likely do so for the following reasons: attend school, day care or
religious activity, social or recreational activities, and to shop or run errands.
The following details the number of vehicle trips for each of the activities that are the most likely
reasons people outside of the District would use the collector streets to access properties within
the District:
Trip Purpose
Number of Vehicle
Trips (in millions)
School/Daycare/Religious Activity 6,470
Shopping/Errands 30,998
Social/Recreational 16,185
Don’t know/Other 688
Total 54,341
Of the total number of vehicle trips reported, 54,341 (in millions) or 35.56% are for purposes that
persons outside of the District would most likely utilize the collector streets within the District.
Applying this percentage to the number of people using vehicles as their primary mode of
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transportation and live outside of the District (17,663), but would use Victoria Park Ln, Etiwanda
Ave, Highland Ave or Church St as a connector to their destination within the District, there are
approximately 6,281 people using the maintained streets for general benefit purposes. The
persons engaging in general benefit activities represents 18.93% of the total estimated drivers
(33,175), and is therefore considered to be District general benefit.
As previously mentioned, the local street special benefit has been estimated at 98.00% and, as
such, the estimated minimum special benefit of Victoria Park Ln, Etiwanda Ave, Highland Ave
and Church St should be reduced by 2.00% to account for that portion of traffic using local
streets representing general benefit.
Based on the above calculations, the general benefit portion of the improved aesthetics,
increased safety, and economic activity benefits resulting from the street landscaping
improvements on collector streets is estimated to be 20.93% and the special benefit is
estimated to be 79.07%.
Collector Street General Benefit 20.93%
Arterial Streets: Milliken Ave, Base Line Rd, Day Creek Blvd and Rochester Ave
Arterial streets are intended to provide a higher degree of mobility and generally serve longer
vehicle trips. The arterial streets with landscape improvements serve not only residents in the
immediate vicinity, but persons who live outside of the District and are passing by. The City’s
Traffic Study (2009) does not identify the percentage of traffic on arterial streets, which is pass-
through traffic.
Before we determine and allocate the percentage of special and general benefit for the arterial
streets, we must first compute the estimated pass-through traffic. In lieu of having a study that
identifies the pass-through traffic on the arterial streets, the estimated number of special benefit
trips on the collector streets has been used since in order to enter or exit the District, a vehicle
must travel on one of the arterial streets listed below. Per the City’s General Plan (2010),
collector streets have an estimated 5,000 to 20,000 vehicles per day, for an average of 12,500.
Taking the 12,500 average daily trips for collector streets, 2,616 trips (20.93%) are for general
benefit purposes, and 9,884 trips (79.07%), is deemed to be for special benefit purposes.
Estimated
Number of Trips
Collector Street Special Benefit – 79.07%9,884
Collector Street General Benefit – 20.93%1 2,616
Total 12,500
(1) The 20.93% general benefit percentage already includes the 2.00% general benefit to
account for the portion of traffic using for local streets.
The City’s Traffic Study (2009) does provide an estimated number of daily trips for specific
areas within the District. When the City’s Traffic Study (2009) did not provide the estimated
number of daily trips the average number was derived from the estimates provided in the City’s
General Plan.
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Street Name
Average Number of
Vehicles per Day1
Milliken Ave 30,400
Base Line Rd 19,140
Day Creek Blvd 25,000
Rochester Ave 12,500
(1) Average Number of Vehicles per Day is from the City’s Traffic Study for Milliken Ave
and Base Line Rd, (average based on City’s Traffic Study at points of street within the
District), and from the City’s General Plan for Day Creek Blvd and Rochester Ave.
Based on the estimated number of 9,884 trips for special benefit purposes, we then reduce the
average number of vehicles for each arterial street, to calculate our estimated pass-through
trips. The pass-through trips are vehicles driving along the maintained streets within the District
for a portion of their trips, but not residing in the District or benefiting from the landscaping
improvements in place.
Street Name
Average Number
of Vehicles
per Day
Less:
Estimated Special
Benefit Trips
Estimated Number
of Pass
Through Trips
Estimated %
General
Benefit
Milliken Ave 30,400 9,884 20,516 67.49%
Base Line Rd 19,140 9,884 9,256 48.36%
Day Creek Blvd 25,000 9,884 15,116 60.47%
Rochester Ave 12,500 9,884 2,616 20.93%
Although Rochester Ave is listed as an arterial, the City’s General Plan (2010) Roadway
Hierarchy includes this street as a Tertiary Travel Corridor, which categorizes the street as more
locally oriented and locally travelled. In addition, the Roadway Hierarchy says that the typical
number of vehicles per day is between 10,000 and 15,000 (average 12,500). Etiwanda Avenue
and Church St are also included in the category, and as such, the general benefit trip
percentage is close to the same as for the collector streets.
As previously mentioned, the estimated minimum special benefit of Milliken Ave, Base Line Rd,
Day Creek Blvd and Rochester Ave have already been reduced by 2% to account for that
portion of traffic using local streets representing general benefit.
Street Landscaping General Benefit Percentage
The general benefit percentages determined in the previous sections were then applied to each
type of road in the District. The area in square feet of landscaping being maintained in the
District was determined by the City’s Public Works Department. The general benefit percentage
for each road and street type was multiplied by the total square footage being maintained for
such street. The general benefit square footage was summed for all street segments and
divided into the total square footage of all landscaping maintenance. The result is the overall
general benefit percentage. The following table details this calculation.
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Street Name Street Type (1)
Total Square
Footage
General Benefit
Percentage
General Benefit
Square Footage
Milliken Ave Arterial 265,926 67.49%179,473
Base Line Rd Arterial 367,018 48.36%177,490
Day Creek Blvd Arterial 263,062 60.47%159,074
Rochester Ave Arterial 175,573 20.93%36,747
Church St Collector 181,344 20.93%37,955
Etiwanda Ave Collector 10,358 20.93%2,168
Highland Ave Collector 290,275 20.93%60,755
Victoria Park Ln Collector 1,348,966 20.93%282,339
Local/Minor Streets Local/Minor Streets 2,912,709 2.00%58,254
Totals:994,255
Street Landscaping General Benefit 17.10%
Based on the above calculations, the general benefit portion of the improved aesthetics,
increased safety, and economic activity benefits resulting from the street landscaping
improvements is estimated to be 17.10% and the special benefit is estimated to be 82.90%.
Neighborhood Parks
The six parks within the District were installed specifically for the residents of the District. Each
of the parks is considered to be a neighborhood park, intended to serve those parcels within a
one-half mile radius from the park. All parcels within the District are within a one-half mile from
one of the six neighborhood parks, and most parcels outside of the District have their own
neighborhood parks within close proximity. Even though the park facilities were installed for the
benefit of the residents and those working within the District, there will be some general benefit
to those people who do not live or conduct business inside the District.
There are 43.10 acres of park land within the District. According to the Trip Generation (2003)
report, a City park generates an average of 1.59 trips per acre, with a range of rates between
1.04 – 8.00 (arithmetic mean is 4.52). Considering the mean rate per acre (4.52 trips), there are
approximately 195 daily trips generated for parks within the District. According to the 2009
NHTS database, the average number of persons per vehicle is estimated to be 1.61 persons.
Therefore, based on the 195 daily park trips generated, 314 people are using the parks within
the District.
There is a standard of one-half mile as a reasonable distance to walk to a park (California DOT,
1979). There are 6,957 households within the District, and an additional 1,834 households that
are within a one-half mile and have direct access to the parks, but whose properties are not
within the boundaries of the District.
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One-Half Mile
Park Population
Estimated
Number of
Residential Units Percentage
Within District Boundaries 6,957 79.14%
Outside District Boundaries 1,834 20.86%
Total Population 8,791 100.00%
To allocate the average of park trips generated and people using the parks within the District,
we allocate the 314 estimated people using the parks daily by the percentages shown above.
Based on the one-half mile radius population, approximately 66 people may use the parks within
the District, but living outside of the boundaries of the District.
One-Half Mile
Park Population
Estimated
Number of
People Using
Parks Daily
Within District Boundaries 248
Outside District Boundaries 66
Total Population 314
A factor that has been considered is that most of the people living within the one-half mile radius
from the parks within the District also live within a closer distance to other parks that are not
within the District, and will most likely use the parks that are closer in proximity to their property.
However, in calculating the general benefit usage we recognize that those people may still use
the District parks.
Taking the 66 persons using the parks within the District, but residing outside of the District,
divided by the total population residing outside of the District, but within one-half mile from the
parks (1,834), the estimated percentage of persons engaging in general benefit park activities
that do not reside within the District represents 3.60%.
One-Half Mile Boundary General Benefit 3.60%
Given the location and size of the parks, it is very unlikely the public at large would seek out or
use these smaller, local parks. Especially, when the City has larger community and regional
parks that are intended to attract people from outside areas, and provide recreational
opportunities beyond those supplied by the neighborhood parks. However, various sports
teams are allowed access to the parks for games even though according to the City, sports
teams with members residing within the District are given first priority for use of the parks.
Nevertheless, it is likely that certain members of the public at large may use the smaller parks,
and as such, we have assigned a 1.00% general benefit for the park improvements to the public
at large.
Public at large General Benefit 1.00%
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Based on the above calculations, the general benefit portion of the improved aesthetics and
economic activity benefits resulting from the park improvements is estimated to be 4.60% and
the special benefit is estimated to be 95.40%.
Park General Benefit 4.60%
Collective General Benefit
Since the District is comprised of improved aesthetics, increased safety and economic activity
benefits resulting from a blend of improvements (sidewalks, trails, street landscaping and
parks), the activity of both pedestrians and vehicles must be addressed in a collective form
rather than independently. Therefore, the arithmetic mean of the general benefit percentages
has been used to quantify the overall level of general benefit for the District. This general
benefit result is provided in the table below:
Sidewalk and Trail General Benefit 4.17%
Street Landscaping General Benefit 17.10%
Park General Benefit 4.60%
District General Benefit 8.62%
The general benefit, which is the percentage of the total budget that must be funded through
sources other than assessments, is 8.62%. The special benefit then, which is the percentage of
the budget that may be funded by assessments, is 91.38%.
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act, Article XIII D of the California Constitution, and the Proposition 218
Omnibus Implementation Act, all parcels that receive a special benefit conferred upon them as a
result of the maintenance and operation of improvements and services shall be identified, and
the proportionate special benefit derived by each identified parcel shall be determined in
relationship to the entire costs of the maintenance and operation of improvements. Part 2 of
Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972,
permits the establishment of assessment districts by local agencies for the purpose of providing
certain public improvements which include the operation, maintenance and servicing of
landscaping improvements.
Section 22573 of the Landscape and Lighting Act of 1972 requires that maintenance
assessments must be levied according to benefit rather than according to assessed value. This
Section states:
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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 benefit to be received by each such lot
or parcel from the improvements."
The determination of whether or not a lot or parcel will benefit from
the improvements shall be made pursuant to the Improvement Act
of 1911 (Division 7 commencing with Section 5000) [of the Streets
and Highways Code, State of California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Examples of parcels
exempted from the assessment would be the areas of public streets, public avenues, public
lanes, public roads, public drives, public courts, public alleys, public easements and right-of-
ways, public greenbelts and public parkways. Furthermore, Proposition 218 requires the City to
separate general benefits from special benefits, whereas only special benefits may be
assessed.
As further detailed in the following sections, the Method of Assessment uses the following
components to assign special benefit to each parcel:
•Benefit Points: Assignment of points for aesthetic, safety and economic special
benefits.
•Benefit Factor: Multiplier. For residential parcels the benefit factor is units, and for non-
residential parcels the benefit factor is lot size (acreage).
•Benefit Units: Sum of a parcel’s benefit points multiplied by the parcel’s benefit factor.
The total amount is the special benefit units assigned to a parcel.
Apportioning of Special Benefit
As previously outlined, each of the parcels within the District receives a special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements and services provided is identified and the
proportionate special benefits derived by each identified parcel is determined in relationship to
the entire costs of the maintenance and operation of the improvements.
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The total costs of maintenance and operation, less the amount of general benefits identified, will
be assessed to the parcels within the District based on the estimated benefit units assigned to
each parcel. To assess special benefits appropriately, it is necessary to relate parcels of
different land uses and development status to each other. The benefit unit method of
apportionment uses the single-family home as the basic unit of assessment since there is a total
of 5,890 single family parcels within the District which represents 90.96% of the total assessable
parcels within the District. The following shows how each parcel’s benefit units have been
determined.
Aesthetic Benefit Points
Aesthetic Benefit Points are assigned based upon the property’s proximity to the improvements
as well as the property’s existing land use. All Single Family Residential parcels are located
within the same proximity to the collective improvements (sidewalks, community trails, street
landscaping and one-half mile from one of the parks). Each Single Family Residential parcel is
fronted by sidewalk improvements, is within a one-half mile from one of the neighborhood parks,
and uses the roads with street landscaping to enter and exit the District. In addition, the
community trails are located throughout the District and serve as connectors between the
different neighborhoods, school and shopping locations. All properties are within similar
proximity to the trail improvements. Many trails are located along the sidewalks and streets,
and all properties within the District have access to the trails through the various access points
located throughout the entire District. The Single Family Residential parcels within the District
are relatively similar in both building size and lot size. Since the improvements are provided
uniformly throughout the District, Single Family Residential parcels are assigned 4.00 aesthetic
benefit points, one for each of the improvement types.
Multi-Family and Condominium parcels are within close proximity to the sidewalks, and receive
the benefit of having maintained sidewalks for users to travel and access the property. Although
these parcels benefit from the aesthetics of the sidewalks they do not receive the same benefit
as Single Family Residential parcels, since Multi-Family and Condominium parcels do not have
continuous sidewalk improvements along the frontage of each parcel/unit. Multi-Family and
Condominium parcels are within a one-half mile of the neighborhood parks, use the roads with
street landscaping to enter and exit their housing complexes within the District, and are in close
proximity to the trail improvements. Accounting for the lower average household size of Multi-
Family and Condominium parcels, and not having continuous sidewalk improvements directly
fronting their property/unit, these properties have a reduced level of benefit from the
improvements. Multi-Family and Condominium parcels are assigned 2.80 benefit points.
Maintained sidewalks and street landscaping create an aesthetically pleasing environment for
both employees and patrons of commercial properties. The overall aesthetics, interest and
desirability of commercial properties within the District increase, as a result of the maintenance
and servicing of the collective improvements. Based on the City’s Land Use Plan and
residential designations of homes within the District, there is an average of six Single Family
Residential properties per acre within the District (General Plan, 2010). However, given the
nature of their property use type, Commercial properties do not receive the same level of benefit
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from the trail and park improvements in relationship to residential land uses. Commercial
properties are assigned 16.00 benefit points.
A handful of parcels within the District are used to provide public services (such as fire stations,
schools, churches and other similar uses) to the surrounding community, and are located based
upon their proximity to the parcels they serve. These parcels benefit from the collective
improvements in place, but at a reduced level compared to a Single Family Residential parcel,
due to the nature of the improvements and their land use. In addition, these public service
parcels are in place for the surrounding community, and the existence of well-maintained parks,
street landscaping and community trails is not a significant factor in the decision to locate those
facilities. Given the nature of their property use types, these public service parcels are assigned
a 1.00 benefit points in recognition of the limited benefit they receive from the improvements
maintained by the District.
Undeveloped parcels within the District receive an aesthetic benefit from the maintenance of the
collective improvements, but given the very limited activity and pedestrian access that these
properties provide, properties within this land use category receive a reduced level of benefit.
To account for this reduced benefit, all undeveloped properties are assigned 0.40 benefit points.
Common area, roads and easements are deemed to receive no benefit from the District
maintenance activities because they serve as connectors for other properties and do not receive
benefit from the increased aesthetics. Utility parcels are located based on their proximity to the
parcels they serve, and based upon their property usage (wireless towers, flood control basins
and fire trail/access roads) do not benefit from the increased aesthetics.
The following shows the aesthetic benefit points assigned to the parcel land use categories
within the District:
Parcel Land Use Category
Aesthetic Benefit
Points
Single Family Residential 4.00
Condominium Residential 2.80
Multi-Family Residential 2.80
Commercial/Industrial 16.00
Public Service Parcels – Church/Fire Station/School 1.00
Undeveloped 0.40
Common Area/Roads/Easements/Utility 0.00
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Safety Benefit Points
Safety Benefit Points are assigned based upon the property’s proximity to the improvements as
well as the property’s existing land use. The Single Family Residential parcels within the District
are relatively similar in both building size and lot size. Since the sidewalks, trails and street
landscaping improvements are provided uniformly throughout the District, Single Family
Residential parcels are assigned 3.00 safety benefit points, one for each of the improvement
types. Based on the additional pedestrian traffic that commercial property generates compared
to residential property, and that there is an average of six Single Family Residential Properties
per acre within the District, Commercial parcels are assigned 18.00 benefit points.
Multi-Family and Condominium parcels are within close proximity to the sidewalks, and receive
the benefit of having maintained sidewalks, trails and street landscaping for users to travel and
access the property. Multi-Family and Condominium parcels receive a reduced level of benefit
from the safety of the sidewalks as they do not receive the same benefit as parcels that have
continuous sidewalk improvements along the entire frontage of their parcel/unit. In addition,
Multi-Family and Condominium parcels have a lower average household size, which results in a
reduced volume of pedestrian traffic on the sidewalks and trails compared to a Single Family
Residential parcel. Multi-Family and Condominium parcels are assigned 2.10 benefit points.
A handful of parcels within the District are used to provide public services (such as fire stations,
schools, churches and other similar uses) to the surrounding community, and are located based
upon their proximity to the parcels they serve. However, based on the nature and location of
the sidewalk and street landscaping improvements and public access to these properties, these
parcels receive a safety benefit from the maintenance of the improvements. These public
service parcels are assigned 2.00 benefit points in recognition of the benefit they receive.
Well maintained green areas reduce the occurrence of crime and vandalism, and as such the
maintenance of the improvements within the District create a safety benefit for the undeveloped
parcels within the District. However, the safety benefit is reduced compared to a Single Family
Residential parcels due to the very limited activity and pedestrian access that these properties
provide. Undeveloped properties are assigned 0.30 benefit points.
Common area, roads and easements are deemed to receive no benefit from the District
maintenance activities because they serve as connectors for other properties and do not receive
benefit from the increased aesthetics. Utility parcels are located based on their proximity to the
parcels they serve, and given the nature of the property usage ((wireless towers, flood control
basins and fire trail/access roads) do not benefit from the increased safety.
The following shows the safety benefit points assigned to the parcel land use categories within
the District:
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Parcel Land Use Category
Safety Benefit
Points
Single Family Residential 3.00
Condominium Residential 2.10
Multi-Family Residential 2.10
Commercial/Industrial 18.00
Public Service Parcels – Church/Fire Station/School 2.00
Undeveloped 0.30
Common Area/Roads/Easements/Utility 0.00
Economic Benefit Points
Accounting for the existing economic activity throughout the District, as well as the potential for
properties to develop, redevelop and invest in their economic presence, properties within the
District are assigned benefit points for the economic activity benefits received from the uniform
and maintained improvements. Economic activity benefit points are assigned based upon the
property’s location to the District activities, as well as the property’s existing land use. The
District’s improvements will allow properties to maximize their development, land use and
occupancy rates. Residential land uses are assigned benefit points in proportion to the number
of trips generated and average number of occupants per dwelling unit in comparison to the
typical single-family parcel. Single Family Residential parcels are assigned 4.00 benefit points,
one for each of the improvement types. Studies have consistently shown that the average
multi-family residential unit impacts infrastructure approximately 80% as much as a single-family
residence. Condominium parcels are assigned 3.20 benefit points since the number of trips
generated per condominium unit is approximately 80% of the typical single-family residential
units (Trip Generation, 2003). Multi-family residential parcels are assigned 2.40 benefit points
per dwelling unit since the number of trips generated per multi-family residential unit, per the
City’s Traffic Study (2009), are 60% of the typical single-family residential unit.
To recognize the increase in economic activity and additional pedestrian traffic that non-
residential properties generate compared to residential property, non-residential Commercial
properties are assigned benefit points based on the average trip generations of non-residential
property compared to a Single Family Residential property. Based on the City’s Traffic Study
(2009), and given that the non-residential parcels within the District are of mixed uses, the trip
generation rate for non-residential parcels averages just under 320 trips per acre, which is
approximately 5.6 times per acre that of a single family residential development. The trip
generation rate is reduced to account for pass-through trips which are estimated to be 20%.
Therefore, the economic benefit points assigned Commercial parcels is 4.50 per one residential
benefit point. Commercial properties are assigned a total of 18.00 economic benefit points.
The public services parcels and utility parcels within the District are used to provide services to
the surrounding community, and are located based upon their proximity to the parcels they
serve. These parcels receive no economic benefit from the collective improvements in place.
Therefore, they are not assigned benefit points for economic activities.
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The availability of well-maintained sidewalk, landscaping and park improvements within the local
community enhances the ability of owners of undeveloped parcels of land to develop those
parcels, as studies have shown that there is an increase in demand for residents and
businesses to locate within communities with well-maintained sidewalk, landscaping and park
improvements. However, since undeveloped parcels generate fewer trips and given the limited
activity these properties provide, they receive a reduced economic benefit from the maintenance
of the collective improvements. To account for this reduced benefit, but still recognize
development potential, all undeveloped properties are assigned 1.50 benefit points.
Common areas and roads are deemed to receive no benefit from the District maintenance
activities because they serve as connectors for other properties and do not receive an economic
benefit.
The following shows the economic benefit points assigned to the parcel land use categories
within the District:
Parcel Land Use Category
Economic Benefit
Points
Single Family Residential 4.00
Condominium Residential 3.20
Multi-Family Residential 2.80
Commercial/Industrial 18.00
Public Service Parcels – Church/Fire Station/School 0.00
Undeveloped 1.50
Common Area/Roads/Utility 0.00
Total Special Benefit Points Calculation
The formula below shows the total special benefit points calculation for each parcel within the
District:
Parcel’s Total
Special Benefit
Points
=
Parcel’s
Aesthetic
Benefit Points
+
Parcel’s
Safety
Benefit Points
+
Parcel’s
Economic
Benefit Points
Parcel Factors
The method of apportioning the benefit to the parcels within the District reflects the proportional
special benefit assigned to each property within the District based upon various property
characteristics of parcels as compared to other properties within the District. By adjusting the
assigned special benefit points set forth above by parcel factors, a more complete picture of the
proportional special benefits received by each parcel within the District is presented. Given that
the special benefits provided by the District focus on aesthetic benefit, safety benefit, and
economic activity benefits, it was determined that lot size (acreage) for non-residential parcels
and units for residential parcels were the most appropriate parcel factors. The number of units
for non-residential parcels would not accurately reflect the amount of development and
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redevelopment that may occur. In addition, a larger parcel allows for a greater area to develop
and redevelop than smaller parcels, which corresponds to larger parcels receiving
proportionately greater aesthetic, safety and economic activity benefits when compared to
smaller parcels within the District. Therefore, the benefits assigned for each parcel in the
District is in direct proportion to the size of the parcel and potential development of the parcel.
Residential parcels are limited by the number of units on the parcel more than the actual lot
size. However, the greater the lot size, the more units can be placed on a parcel, and the more
persons who use and benefits from the collective improvements. Therefore, the benefits
assigned for each parcel in the District is in direct proportion to the units assigned to that parcel.
The formula below shows the parcel factor calculation for each parcel within the District:
Residential Parcel Factor =Units
Non-Residential Parcel Factor =Acreage
Total Benefit Units per Parcel Calculation
To appropriately quantify and assign the total benefit units for each parcel within the District, the
total special benefit points are further adjusted according to the formula below:
Parcel’s Total
Benefit Units =
Parcel’s Total
Special Benefit
Points
X Parcel
Factor
Total Special Benefit Units
The total special benefit units for the District at this time are 81,554.33
Data Considerations and Parcel Changes
The use of the latest Assessor’s Secured Roll information has been and shall be used in the
future as the basis in determining each parcel’s land use category, units and lot size (acreage),
unless better data was or is available to the City. In addition, if any parcel within the District is
identified by the Auditor/Controller to be an invalid parcel number, the land use category, units
and lot size (acreage) of the subsequent valid parcels shall serve as the basis in assigning
parcel factor special benefit units. If a single parcel changes to multiple parcels, the special
benefit units shall be recalculated based on the property type, number of units and acreage data
for the new parcels, rather than each new parcel receiving a proportionate share of the original
assessment.
Special Considerations: Publicly Owned Parcels
Any publicly owned parcels that benefit from the improvements cannot be exempt from the
assessment. The special benefits accruing to these types of parcels must be determined using
the same kind of formulas and benefit point assignment as applied to privately owned parcels.
This requirement is clearly conveyed in Article XIII D, Section 4(a) of the California Constitution
which states in part, “... Parcels within a district that are owned or used by any agency, the State
of California or the United States shall not be exempt from assessment unless the agency can
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demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive
no special benefit.” Publicly owned parcels are categorized and assigned benefit units using the
same methodology as privately owned parcels, based on their land use as shown on the latest
County Secured Roll.
Rate per Benefit Unit
The assessment rate per special benefit unit is calculated by dividing the total cost estimate to
be assessed by the total special benefit units assigned to the parcels in the District. The
following formula provides the assessment rate per special benefit unit calculation:
Rate per
Benefit Unit =Total Costs to
be Assessed /District’s Total
Benefit Units
Method of Assessment Spread
The method of assessment is based upon a formula that assigns the special benefits to each
parcel, with special benefit points being adjusted by the parcel’s number of units or lot size
(acreage). The formula below provides a summary of the annual assessment calculation for
each parcel in the District.
(A)
Parcel’s Total
Benefit Units
=
(B)
Parcel’s Total
Special Benefit
Points
X
(C)
Parcel
Factor
(B)
Parcel’s Total
Special Benefit
Points
=
Parcel’s
Aesthetic
Benefit Points
+
Parcel’s
Safety
Benefit Points
+
Parcel’s
Economic
Benefit Points
Residential Parcel Factor =Units(C)
Parcel Factor Non-Residential Parcel Factor =Acreage
Applying the Method of Assessment Spread
The maximum assessment for each parcel in the District is calculated by the following
procedure:
Step 1:Assign each parcel its appropriate land use category based on the most recent San
Bernardino County Assessor’s Secured Roll data.
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Step 2:Determine each parcel’s appropriate aesthetic benefit points based on land use. The
aesthetic benefit points are shown in the following table:
Parcel Land Use Category
Aesthetic
Benefit Points
Single Family Residential 4.00
Condominium Residential 2.80
Multi-Family Residential 2.80
Commercial/Industrial 16.00
Public Service Parcels – Church/Fire Station/School 1.00
Undeveloped 0.40
Common Area/Roads/Easements/Utility 0.00
Step 3:Determine each parcel’s appropriate safety benefit points based on land use. The
safety benefit points are shown in the following table:
Parcel Land Use Category
Safety Benefit
Points
Single Family Residential 3.00
Condominium Residential 2.10
Multi-Family Residential 2.10
Commercial/Industrial 18.00
Public Service Parcels – Church/Fire Station/School 2.00
Undeveloped 0.30
Common Area/Roads/Easements/Utility 0.00
Step 4:Determine each parcel’s appropriate economic benefit points based on land use.
The economic benefit points are shown in the following table:
Parcel Land Use Category
Economic
Benefit Points
Single Family Residential 4.00
Condominium Residential 3.20
Multi-Family Residential 2.80
Commercial/Industrial 18.00
Public Service Parcels – Church/Fire Station/School 0.00
Undeveloped 1.50
Common Area/Roads/Utility 0.00
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Step 5: Sum the aesthetic benefit points, safety benefit points and economic benefit points
for each parcel. The total benefit points are shown in the following table:
Parcel Land Use Category
Aesthetic
Benefit
Points
Safety
Benefit
Points
Economic
Benefit
Points
Total
Benefit
Points
Single Family Residential 4.00 3.00 4.00 11.00
Condominium Residential 2.80 2.10 3.20 8.10
Multi-Family Residential 2.80 2.10 2.80 7.70
Commercial/Industrial 16.00 18.00 18.00 52.00
Public Service Parcels –
Church/ Fire Station/ School 1.00 2.00 0.00 3.00
Undeveloped 0.40 0.30 1.50 2.20
Common Area/ Roads/
Easements/ Utility 0.00 0.00 0.00 0.00
Step 6:Determine the appropriate parcel factor based on the parcel’s land use. The unit of
measurement for each parcel factor, by land use, is shown in the following table:
Residential Parcel Factor =Units
Non-Residential Parcel
Factor =Acreage
Step 7:Multiply the total benefit points by parcel factor to compute each parcel’s total special
benefit units.
Step 8: Sum the result of Step 7 for all parcels in the District.
Step 9: Separate the general benefit from the special benefit, and divide the portion of the
budget representing special benefit by the result of Step 8 to compute the rate per
benefit unit.
Step 10: Multiply each parcel’s total benefit units by the result of Step 9 to compute each
parcel’s assessment.
Step 11:In future years the rate per benefit unit may be adjusted by inflation.
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Proposed Maximum Assessment Rates
The Fiscal Year 2023/24 maximum allowable assessment rate is calculated by dividing the net
total to be assessed by the total special benefit units assigned to parcels in the District based on
property type, unit and acreage data. For Fiscal Year 2023/24, the calculation is as follows:
Maxim um As s es s m ent
per Benefit Unit =Spec ial Benefit
to be Ass ess ed /Distric t’s Total
Benefit Units
$52.71 = $ 4,297,424.21 /81,554.33
Parce l Land Use Cate gory
T otal Be ne fit
Points Parce l Factor
Maximum Allowable
Asse ssme nt for
2022/23
Single Fam ily Residential 11.00 Parcel 579.73$
Condom inium Residential 8.10 Unit 426.64
Multi-Fam ily Residential 7.70 Unit 405.31
Com m erc ial/Industrial 52.00 Acre 2,740.56
Public Service Parcels - Churc h/ Fire
Station/ Sc hool 3.00 Acre 158.10
Undeveloped 2.20 Acre 115.44
Com m on Area/ Roads / Eas em ents /
Utility 0.00 Parcel 0.00
Cost of Living Inflator
Each fiscal year, beginning Fiscal Year 2014/15, the maximum allowable assessment amount
may be increased by the lesser of 3% or the percentage change in the year ending February
preceding the start of the Fiscal Year of the Consumer Price Index for all Urban Consumers
(CPI-U), for the Riverside – San Bernardino – Ontario Consumer Price Index area. If for any
reason the percentage change is negative, the maximum allowable assessment would not be
decreased by reason of such negative percentage change and would remain at the amount as
computed on the previous fiscal year regardless of any CPI-U adjustment. If operating costs
are such that the maximum assessment amount is not needed, the City would levy only what is
needed for that fiscal year.
The actual assessment rate for Fiscal Year 2023/24 will increase from $518.88 to $544.82 per
single-family residence, a CPI increase of 5.0% as compared to Fiscal Year 2022/23.
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 51
Fiscal Year 2023/24 ATTACHMENT 2
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the San Bernardino County Assessor Office, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 52
Fiscal Year 2023/24 ATTACHMENT 2
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Landscape Maintenance District No. 2 – City of Rancho Cucamonga 53
Fiscal Year 2023/24 ATTACHMENT 2
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2023/24 actual assessments for the
District:
Prope rty T ype (County Use Code )
Actual
Assessment
Rate Pe r EBU
T otal Units/
Acre s T otal EBUs T otal Assessme nt
Single Family Res idential 49.53$ 5,890.00 64,790.00 $ 3,208,989.80
Condom inium Res idential 49.53 972.00 7,873.20 389,713.68
Multi-Family Res idential 49.53 729.00 5,613.30 277,683.39
Commerc ial/ Industrial 49.53 57.97 3,014.44 149,226.05
Public Servic e Parcels – Church/Fire
Station/ Sc hool 49.53 75.28 226.06 11,119.47
Undeveloped 49.53 16.97 37.33 1,842.14
T otal 7,741.22 81,554.33 $ 4,038,574.53
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There were no effective annexations for Fiscal Year 2023/24.
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ATTACHMENT 3
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Landscape Maintenance District No. 3B
(Commercial Industrial)
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CITY OF RANCHO CUCAMONGA
LANDSCAPE MAINTENANCE DISTRICT NO. 3B
(COMMERCIAL INDUSTRIAL)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
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TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 8
ESTIMATE OF COSTS 10
District Budget 10
Definitions of Budget Items 12
METHOD OF ASSESSMENT 13
Overview 13
General Benefit 14
Special Benefit 14
Method of Assessment Spread 15
ASSESSMENT DIAGRAM 16
ASSESSMENT ROLL AND ANNEXATIONS 18
Assessment Roll 18
Annexations 18
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 3
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-055, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape
Maintenance District No. 3B (Commercial Industrial) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an
Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of the 1972 Act.
The Annual Engineer’s Report presents the plans and specifications describing the general
nature, location and extent of the improvements to be maintained, an estimate of the costs of the
maintenance, operations and servicing of the improvements for the District for the referenced
fiscal year, a diagram for the District showing the area and properties proposed to be assessed,
and an assessment of the estimated costs of the maintenance, operations and servicing of the
improvements, assessing the net amount upon all assessable lots and/or parcels within the
District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay the estimated costs of maintenance, operation and servicing of the improvements to be paid
by the assessable real property within the boundaries of the District in proportion to the special
benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2023/24 Budget
Expe nditure s
Pers onnel Servic es 166,190$
O perations and Maintenanc e 960,350
T otal Expe nditure s Budge t 1,126,540
Re v e nue s
Taxes:
Estimated Ass es sm ents, Net of Es tim ated Delinquenc ies 838,460
Anticipated Prior Year Delinquenc ies Collection 9,610
Subtotal - Taxes 848,070
O ther Revenues 126,930
T otal Re v e nue s Budge t 975,000
Contribution to/(Use of) Fund Balance (151,540)$
Total Dis tric t EBU Count 2,970.72
Ac tual As ses s ment per EBU 282.24$
Maxim um Allowable As s em ent per EBU 352.80$
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 3
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from the
improvement described in the Special Benefit Section of this Annual Engineer’s Report
(the “Specially Benefited Parcels”). For particulars as to the identification of said parcels,
reference is made to the Assessment Diagram, a copy of which is included in this Annual
Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel from
the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on such
parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the special
benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best of
my knowledge, information and belief, I certify that the Annual Engineer’s Report and Assessment
Diagram included herein have been prepared and computed in accordance with the order of the
City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 3
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement or facility such as paseos, community trails, fencing and irrigation
systems, and providing for the growth, vigor and care of the trees and landscape
plant materials. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting of landscape or appurtenant facilities. This shall
also include material, vehicle, equipment, capital improvements and administrative
costs associated with the annual administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the District
for the fiscal year stated therein.
•Generally, describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein, and
the proposed assessments upon assessable lots and parcels of land within the District.
•Gives notice of the time and place for public hearing by the City Council on the levy of the
proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum assessment
amount approved, the City Clerk shall give notice by causing the resolution of intention to be
published. Any interested person may, prior to the conclusion of the public hearing, file a written
protest which shall state all grounds of objection. The protest shall contain a description sufficient
to identify the property owned by the property owner filing the protest. During the course or upon
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 3
conclusion of the hearing, the City Council may order changes in any of the matters provided in
the report, including the improvements, to the zones within the District, and the proposed diagram
or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as the commercial and industrial area of the City which is
generally bounded by Foothill Blvd on the north, 4th St on the South, East Ave on the east and
Grove Ave on the west.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
These improvements are located within the street right-of-ways, Metrolink, and dedicated public
easements which are within the boundaries of the District. The landscaping maintenance
includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of
trash/debris, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of
associated improvements and facilities, such as community trails, fencing and irrigation systems,
includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and
replacement, steel fence painting, repair and replacement, and irrigation systems control,
adjustment, trouble-shooting, repair and replacement. Services include personnel, materials,
contracting services, utilities, capital projects and all necessary costs associated with the
maintenance, replacement and repair required to keep the improvements in a healthy, vigorous
and satisfactory condition. In addition, it is the City's intention to continue to use cost effective
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 3
materials, including the future ability to replace landscaping with drought resistant or low water
use plants, in order to lower expenses of the District. The breakdown of maintained areas is as
follows:
Site #Descriptive Location
J-2 The monument at the northeast corner of Haven Ave and 4th St.
Ground Cover area:5,715 square feet
Hardscape area:6,068 square feet
J-3 The 6th St median from Milliken Ave to Pittsburg Ave.
Ground Cover area:3,300 square feet
J-4 The entry monuments on the east and west side of 4th St and Milliken Ave. The
Milliken Ave median from 4th St to 6th St.
Ground Cover area:30,594 square feet
Hardscape area: 1,748 square feet
J-5 The Milliken Ave median from Arrow Rte to Jersey Blvd.
Ground Cover area:10,220 square feet
J-6 The Spruce Ave median from Foothill Blvd to White Oak Ave.
Ground Cover area:4,300 square feet
J-7 The 6th St median from Pittsburg Ave to Richmond Pl.
Ground Cover area:5,114 square feet
J-8 The 6th St from Richmond Pl to Buffalo Ave.
Ground Cover area:2,476 square feet
J-9 The Milliken Ave railroad underpass.
Ground Cover area:165,633 square feet,
J-10 The 6th St median from Cleveland Ave to 1,820 feet east of Cleveland Ave.
Ground Cover area:15,884 square feet
J-11 The 6th St median from Buffalo Ave to Rochester Ave.
Ground Cover area:10,789 square feet
J-12 The Milliken Ave median from Arrow Rte to Century Ct.
Ground Cover area:13,855 square feet
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J-13 The Milliken Ave median from Century Ct to Foothill Blvd.
Ground Cover area:3,330 square feet
J-14 The 6th St median from Utica Ave to Cleveland Ave.
Ground Cover area:8,559 square feet
J-15 The 6th St median from Haven Ave to Utica Ave.
Ground Cover area:7,680 square feet
J-16 Day Creek Blvd median from Church St to Foothill Blvd.
Ground Cover area:8,466 square feet
J-17 The Day Creek Blvd median south of Foothill Blvd including the traffic circle.
Ground Cover area:6,490 square feet
H-1 The Haven Ave median from 4th St to 6th St.
Ground Cover area:21,205 square feet
Converted 8,935 sq. ft. of turf to ground cover effective April 1, 2013.
H-2 The Haven Ave medians from 6th St to the underpass bridge. The east and west side
parkways and slopes on Haven Ave from Acacia St to underpass bridge.
Ground Cover area:54,720 square feet
Converted 2,960 square feet of turf to ground cover effective April 1, 2013.
H-3 The Haven Ave medians from underpass bridge to Arrow Rte. The east and west side
parkways and slopes on Haven Ave from the underpass bridge to Jersey Blvd.
Ground Cover area:56,210 square feet
H-4 The Haven Ave median from Arrow Rte to Foothill Blvd.
Ground Cover area:15,156 square feet
H-5 The Haven Ave median from Foothill Blvd to Church St.
Ground Cover area:11,502 square feet
FH-1 The Foothill Blvd median from Spruce Ave to Haven Ave.
Ground Cover area:4,571 square feet
The total square footage for the improvement is 9,141; however, due to the location of
the improvement the other half is maintained by landscape maintenance district 4-R.
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 3
FH-2 The Foothill Blvd median from Spruce Ave to Milliken Ave.
Ground Cover area:7,940 square feet
The total square footage for the improvement is 15,879; however, due to the location
of the improvement the other half is maintained by landscape maintenance district 4-R.
FH-3 The Foothill Blvd median from 790 feet west of Market Pl to Market Pl.
Ground Cover area:4,434 square feet
FH-4 The Foothill Blvd median from Market Pl to Etiwanda Ave.
Ground Cover area:10,392 square feet
FH-5 The Foothill Blvd median from 360 feet west of Masi Dr to 516 feet west of Masi Dr.
Ground Cover area:800 square feet
The total square footage for the improvement is 1,600; however, due to the location of
the improvement the other half is maintained by landscape maintenance district 4-R.
FH-6 The Foothill Blvd median from Masi Dr Plaza to Rochester Ave.
Ground Cover area:800 square feet
The total square footage for the improvement is 1,600; however, due to the location of
the improvement the other half is maintained by landscape maintenance district 4-R.
FH-7 The Foothill Blvd median from Vineyard Ave to Orchard Plaza.
Ground Cover area:2,605 square feet
FH-8 The Foothill Blvd median from Orchard Plaza to Lion St.
Ground Cover area:344 square feet
FH-9 The Foothill Blvd median from Hellman Ave to Malachite Ave and from Malachite Ave
to Archibald Ave.
Ground Cover area:21,474 square feet
FH-10 The Foothill Blvd median from Archibald Ave to Ramona Ave.
Ground Cover area:4,770 square feet
FH-11 The Foothill Blvd median from Ramona Ave to Hermosa Ave.
Ground Cover area:5,210 square feet
FH-12 The Foothill Blvd median from Hermosa Ave to Center Ave.
Ground Cover area:6,329 square feet
FH-13 The Foothill Blvd median from Center Ave to Haven Ave.
Ground Cover area:6,286 square feet
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 3
FH-14 The Foothill Blvd median from Rochester Ave to 600 feet east of Rochester Ave.
Ground Cover area:1,356 square feet
Site reduced to 5,979 square feet due to median renovation.
FH-15 The Foothill Blvd median from 1,225 feet west of Day Creek Blvd to Day Creek Blvd.
Ground Cover area:4,905 square feet
FH-16 The Foothill Blvd median from Day Creek Blvd to the 15 freeway.
Ground Cover area:9,808 square feet
Map of Improvements
The following page shows the map of landscaping improvements, including irrigation sites and
community trails, to be maintained using District funds.
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 3
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 3
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the improvements
as described in the Plans and Specifications are summarized below. Each year, as part of the
District levy calculation process, the costs and expenses are reviewed and the annual costs are
projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 107,960$
Overtim e Salaries 3,500
Part-tim e Salaries 880
Fringe Benefits 53,850
Subtotal - Pe rsonne l 166,190
Ope rations and M ainte nance :
Operations and Maintenance:
Com puter Software 500
O & M/General 19,300
O & M/Facilities 12,080
Subtotal - Operations and Maintenance 31,880
Contrac t Servic es:
Contrac t Servic es/General 458,750
Contrac t Servic es/Facilities 208,760
Tree Maintenance 34,480
Subtotal - Contrac t Servic es 701,990
Utilities :
W ater Utilities 134,440
Electric Utilities 33,570
Subtotal - Utilities 168,010
As s ess ment Adm inis tration 4,460
Admin./General Overhead 54,010
Subtotal - Ope rations and Mainte nance 960,350
T otal Expe nditure s Budge t 1,126,540$
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 3
Fis c al Year
2023/24 Budget
Re v e nue s
T axe s:
Estimated Ass es sm ents , Net of Es tim ated Delinquencies 838,460$
Anticipated Prior Year Delinquencies Collection 9,610
Subtotal - T axe s 848,070
Othe r Re v e nue s:
Interest Earnings 46,830
Parking Perm its 80,000
Other Revenue 100
Subtotal - Othe r Re v e nue s:126,930
T otal Re v e nue s Budge t 975,000
Contribution to/(Use of) Fund Balance (151,540)$
Total Gross Es tim ated Asses s m ents 838,455.90$
Total Dis tric t EBU Count 2,970.72
Ac tual As s es s ment per EBU - Fis c al Year 2023/24 282.24$
Maximum Allowable Ass es sm ent per EBU - Fis cal Year 2023/24 352.80$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent District
annexations. Each year, prior to the assessments being placed on the tax roll, the City will review
the budget and determine the amount needed to maintain the improvements for the upcoming
fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance,
available fund balance and maximum allowable assessment with the goal of maintaining the
improvements in a satisfactory and healthy condition. The actual assessment amount may be
lower than the maximum allowable assessment; however, it may not exceed the maximum unless
the increase is approved by the property owners in accordance with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the estimated
costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year,
or when the City expects to receive its apportionment of special assessments and tax collections
from the County, whichever is later. The reserve balance information for the District is as follows:
Operating Reserve
Estimated Res erve Fund Balanc e, June 30, 2023 2,267,556$
Contribution to/(Use of) Res erve - Fis c al Year 2023/24 (151,540)
Estimated Res erve Fund Balanc e, June 30, 2024 2,116,016$
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 3
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform maintenance
duties within the boundaries of the District.
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the District improvements.
Utilities: This item includes the costs to furnish electricity, water, and telephone services, as
required, for the operation and maintenance of the sprinklers and irrigation controllers in the
District.
Assessment Administration: This item includes the cost of all particular departments and staff
of the City, as well as consultants, for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality of
service provided within the boundaries of the District. This may include new monuments, irrigation
systems, and other large improvements.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field
User Group Rentals, and parking permits (Metrolink Station paid parking).
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 3
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred upon
them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of improvements.
The 1972 Act, permits the establishment of assessment districts for the purpose of providing
certain public improvements which include the operation, maintenance and servicing of
landscaping improvements.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied according
to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division 7
commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of the
improvements, the various areas will receive different degrees of benefit from the improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIIID also provides that publicly
owned properties must be assessed unless there is clear and convincing evidence that those
properties receive no special benefit from the assessment. Exempted from the assessment would
be the areas of public streets, public avenues, public lanes, public roads, public drives, public
courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 3
General Benefit
Section 4 of Article XIII D of the California Constitution provides that once a local agency which
proposes to impose assessments on property has identified those parcels that will have special
benefits conferred upon them and upon which an assessment will be imposed, the local agency
must next "separate the general benefits from the special benefits conferred," and only the special
benefits can be included in the amount of the assessments imposed.
In this District, the improvements being financed consists of the maintenance of local
improvements located within the boundaries of the District and include paseos, street trees,
landscaped areas and appurtenant facilities that are located throughout the District and were
installed to create a common landscape theme and neighborhood identity for parcels within the
District. The improvements are situated within the public rights-of-way of the internal local street
network within the District which provides ingress and egress for parcels within the District to
access the City’s system of arterial streets. Traffic from parcels not within the District do not use
the internal local street network or paseos except for the express purpose of accessing properties
located within the District, and therefore do not benefit from the improvements. Only parcels which
are within the District and proximate to the improvements and within the District are being
assessed. Accordingly, there is a direct physical and visual nexus between each parcel being
assessed and the improvements to be funded by the assessment that does not exist for parcels
outside of the District boundary and that is particular and distinct from that shared by the public
at large. Under these circumstances, all of the benefits conferred are direct and local in nature,
and provide a benefit to only those parcels located within the boundaries of the District.
Based upon this, it has been determined that there is no quantifiable general benefit to the
surrounding community and the public in general from the maintenance of the improvements
within the boundaries of the District, and therefore no portion of the project costs should be
attributed to general benefit.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District and, as such, confer a special and direct benefit to parcels within the
District by:
•improving the livability, appearance, and desirability for properties within the boundaries
of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing beautification, shade and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 3
share. They contribute to a specific enhancement of the properties within the District. Since these
improvements, including the community trails, were installed and are maintained specifically for
the properties within the District, only properties within the District receive a special benefit and
are assessed for said maintenance.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the improvements.
Each parcel that has a special benefit conferred upon it as a result of the maintenance and
operation of improvements is identified and the proportionate special benefit derived by each
identified parcel is determined in relationship to the entire costs of the maintenance and operation
of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed. Upon
the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined, however, the assessment per parcel has remained
the same since Fiscal Year 1996/97. Further, no parcel included in the District formation or
annexations prior to when the language was refined are now being levied differently than they
were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value M ultiplie r
Non-Res idential 1.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be
based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 16
Fiscal Year 2023/24 ATTACHMENT 3
assignment and assessment amount applied to each of the new parcels will be recalculated rather
than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Prope rty T ype (County Use Code )
Maximum
Allowable
Assessment
Rate pe r EBU
Actual
Ase ssment Rate
pe r EBU
T otal
Units/Acre s T otal EBUs
Non-Res idential $352.80 $282.24 2,970.72 2,970.72
The total amount of maintenance and incidental costs for maintaining the landscaping and
community trail improvements is assessed to the individual parcels of real property within the
District in proportion to the special benefit received by such parcels of real property. The proposed
individual assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and dimensions
of each lot or parcel within the District are those lines and dimensions shown on the maps of the
San Bernardino County Assessor Office, at the time this report was prepared, and are
incorporated by reference herein and made part of this Engineer's Report.
Page 319 of 715
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 17
Fiscal Year 2023/24 ATTACHMENT 3
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Landscape Maintenance District No. 3B – City of Rancho Cucamonga 18
Fiscal Year 2023/24 ATTACHMENT 3
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino.
The following table summarizes the Fiscal Year 2023/24 actual assessment for the District:
Prope rty T ype (County Use Code )
Actual
Asse ssme nt
Rate per EBU
T otal
Units/Acre s T otal EBUs T otal Assessme nt
Non-Residential $282.24 2,970.72 2,970.72 $838,455.90
T otals 2,970.72 2,970.72 $838,455.90
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2023/24:
`
Anne xation
Date Project Name
T otal Units/
Acres T otal EBUs Prope rty Type
0209-032-35 05/04/22 SUBTPM20164 2.32 2.32 Commercial/Industrial
0229-171-28 11/16/22 DRC2018-00946 1.55 1.55 Commercial/Industrial
0229-032-57 12/07/22 DRC2018-00594 0.79 0.79 Commercial/Industrial
0229-171-02 12/07/22 DRC2019-05590 4.76 4.76 Commercial/Industrial
Page 321 of 715
ATTACHMENT 4
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Landscape Maintenance District No. 4-R
(Terra Vista Planned Community)
Page 322 of 715
CITY OF RANCHO CUCAMONGA
LANDSCAPE MAINTENANCE DISTRICT NO. 4-R
(TERRA VISTA PLANNED COMMUNITY)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 323 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 13
ESTIMATE OF COSTS 15
District Budget 15
Definitions of Budget Items 17
METHOD OF ASSESSMENT 18
Overview 18
General Benefit 19
Special Benefit 19
Method of Assessment Spread 20
Cost of Living Inflator 22
ASSESSMENT DIAGRAM 23
ASSESSMENT ROLL AND ANNEXATIONS 25
Assessment Roll 25
Annexations 25
Page 324 of 715
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 4
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-055, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape
Maintenance District No. 4-R (Terra Vista Planned Community) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an
Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of the 1972 Act.
The Annual Engineer’s Report presents the plans and specifications describing the general
nature, location and extent of the improvements to be maintained, an estimate of the costs of the
maintenance, operations and servicing of the improvements for the District for the referenced
fiscal year, a diagram for the District showing the area and properties proposed to be assessed,
and an assessment of the estimated costs of the maintenance, operations and servicing of the
improvements, assessing the net amount upon all assessable lots and/or parcels within the
District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay the estimated costs of maintenance, operation and servicing of the improvements to be paid
by the assessable real property within the boundaries of the District in proportion to the special
benefit received. The following table summarizes the proposed assessment.
Fisc al Year
2023/24 Budget
Expe nditure s
Personnel Servic es 1,178,120$
Operations and Maintenanc e 1,828,460
Capital Expenditures 1,781,750
T otal Expe nditure s Budge t 4,788,330
Re v e nue s
Taxes:
Es timated Ass es sm ents , Net of Es tim ated Delinquenc ies 2,940,050
Anticipated Prior Year Delinquencies Collection 10,750
Subtotal - Taxes 2,950,800
Other Revenues 124,710
T otal Re v e nue s Budge t 3,075,510
Contribution to/(Use of) Fund Balance (1,712,820)$
Total Dis tric t EBU Count 7,050.26
Ac tual As s es s ment per EBU 417.01$
Maximum Allowable Ass ement per EBU 516.80$
Page 325 of 715
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 4
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from the
improvement described in the Special Benefit Section of this Annual Engineer’s Report
(the “Specially Benefited Parcels”). For particulars as to the identification of said parcels,
reference is made to the Assessment Diagram, a copy of which is included in this Annual
Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel from
the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on such
parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the special
benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best of
my knowledge, information and belief, I certify that the Annual Engineer’s Report and Assessment
Diagram included herein have been prepared and computed in accordance with the order of the
City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 4
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement or facility such as paseos, community trails, fencing and irrigation
systems, and providing for the growth, vigor and care of the trees and landscape
plant materials. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting of landscape or appurtenant facilities. This shall
also include material, vehicle, equipment, capital improvements and administrative
costs associated with the annual administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the District
for the fiscal year stated therein.
•Generally, describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein, and
the proposed assessments upon assessable lots and parcels of land within the District.
•Gives notice of the time and place for public hearing by the City Council on the levy of the
proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum assessment
amount approved, the City Clerk shall give notice by causing the resolution of intention to be
published. Any interested person may, prior to the conclusion of the public hearing, file a written
protest which shall state all grounds of objection. The protest shall contain a description sufficient
to identify the property owned by the property owner filing the protest. During the course or upon
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 4
conclusion of the hearing, the City Council may order changes in any of the matters provided in
the report, including the improvements, to the zones within the District, and the proposed diagram
or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area located north of Foothill Blvd, west of
Rochester Ave, east of Haven Ave, south of Base Line Rd and includes the northeast corner of
Base Line Rd and Haven Ave.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of the paseos, parkways, median islands,
street trees, parks, landscaped sites and appurtenant facilities that are throughout the District.
These improvements are located within the street right-of-ways and dedicated public easements
which are within the boundaries of the District. The landscaping maintenance includes, but is not
limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and
irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated
improvements and facilities, such as community trails, fencing and irrigation systems, includes
but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement,
steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-
shooting, repair and replacement. Services include personnel, materials, contracting services,
utilities, capital projects and all necessary costs associated with the maintenance, replacement
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 4
and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In
addition, it is the City's intention to continue to use cost effective materials, including the future
ability to replace landscaping with drought resistant or low water use plants, in order to lower
expenses of the District. The breakdown of maintained areas is as follows:
Parks: Spruce Park, Mountain View Park, Ralph M. Lewis Park, Coyote Canyon Park, Milliken
Park and West Greenway Park
The street trees within the residential parkways and tree maintenance easements to be
maintained by the District are on the following streets, located within the boundaries of the District:
Amiata Dr
Bastia Ct
Blackhorse Ct
Brandywine Pl
Bunker Hill Dr
Cedarbrook Pl
Chesterton Dr
Clarisa Pl
Corsica Ct
(Country View Dr to
Milliken Ave)
Country View Dr
(Mountain View Dr to
Palacio Ct)
Covington Pl
Danbury Dr
Danner Ct
De Anza Dr
Derby Pl
Downing Ct
Ellena East & West
(s/o Terra Vista Pkwy to
Fitzpatrick Dr)
Emery Pl
Fitzpatrick Dr
Fulbourn Ct
Hinton Ct
Linaro Rd
Meyers Dr
Potomac Ct
Radcliff Pl
Regent Dr
Rockingham Ct
Saranza Pl
Southhampton Ct
Terra Vista Pkwy
(Church St to Brandywine
Pl)
Wellington Pl
Yorktown Ct
The breakdown of maintained areas is as follows:
Site #Descriptive Location
TV-1 The monument on the southeast corner of Haven Ave and Base Line Rd. The Base
Line Rd median from Haven Ave to the Deer Creek Channel. The south side of Base
Line from Haven to Deer Creek Channel less from the frontage of the condominium
complex.
Ground Cover area:22,054 square feet
Hardscape area:10,630 square feet
TV-2 The Base Line Rd median from Spruce Ave to the Deer Creek Channel. The south side
of Base Line Rd from Deer Creek Channel to Spruce Ave. The west side of Spruce Ave
from Base Line Rd to Terra Vista Pkwy. The north side of Spyglass Dr from Spruce Ave
to Roxbury Pl.
Ground Cover area:18,863 square feet
Turf area:15,067 square feet
Hardscape area:12,575 square feet
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 6
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TV-3 The east side of Spruce from 120 feet south of Spyglass Dr to Base Line Rd. The south
side of Base Line Rd from Spruce Ave to 800 feet east of Spruce Ave. The Base Line
Rd median from Spruce Ave to Milliken Ave.
Ground Cover area:16,670 square feet
Turf area:14,857 square feet
Hardscape area:16,567 square feet
TV-4 The south side of Base Line Rd from 800 feet east of Spruce Ave to Milliken Ave. The
cul-de-sac at the north end of Cascade Ct.
Ground Cover area:16,613 square feet
Turf Cover area: 5,324 square feet
Hardscape area: 7,950 square feet
TV-5 The north side of Terra Vista Pkwy from Belpine Pl to 112 feet west of Butterfield Pl;
Terra Vista Pkwy median from Spruce Ave to Milliken Ave and the south side of
Terra Vista Pkwy from 164 feet west of Belpine Pl to Belpine Pl.
Ground Cover area:19,738 square feet
Turf area: 2,675 square feet
Hardscape area:13,328 square feet
TV-6 The north side of from Spruce Ave to 175 feet north of Countryside Dr and
Terra Vista Pkwy median from Church St to Spruce Ave.
Ground Cover area:22,959 square feet
Turf area: 6,195 square feet
Hardscape area:11,702 square feet
TV-7 The north side of Church St from the west side of Deer Creek Channel to
Terra Vista Pkwy. The west side of Terra Vista Pkwy from Church St to 175 feet north
of Countryside Dr.
Ground Cover area:9,924 square feet
Turf area:5,378 square feet
Hardscape area:6,426 square feet
TV-8 The southeast corner of Church St and Haven Ave; the Church St median from
Haven Ave to Terra Vista Pkwy and the wash end on the Northwest corner of the
Deer Creek Channel and Church St.
Ground Cover area:2,429 square feet
Hardscape area:3,296 square feet
TV-9 The Church St median from Terra Vista Pkwy to Spruce Ave.
Ground Cover area:7,829 square feet
Hardscape area:6,605 square feet
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TV-10 The east side of Valencia Ave from Base Line Rd to the pre-school; the south side of
Augusta Dr from Valencia Ave to Meadowlark Pl and the west side of Summerfield Pl
from Valencia Ave to Evergreen Dr.
Ground Cover area:20,818 square feet
Turf area:18,634 square feet
Hardscape area: 8,666 square feet
TV-11 The paseo at Parkside Pl and Clover Ct from Parkside Pl to the Deer Creek Channel.
Ground Cover area:2,795 square feet
Hardscape area:1,049 square feet
TV-12 The east side of Haven Ave from the pre-school to the Southern Pacific Railroad.
Ground Cover area:6,170 square feet
Turf area:2,091 square feet
Hardscape area:1,060 square feet
TV-13 The east side of Spruce Ave from Elm Ave to Mountain View Dr; the north and south
sides of Norfolk Dr from Spruce Ave to Cardiff Pl; the south side of Mountain View Dr
from Spruce Ave to 290 feet east of Belvedere Pl and the paseo from Spruce Ave to
Country View Dr.
Ground Cover area:8,459 square feet
Turf area:3,355 square feet
Hardscape area:8,886 square feet
TV-14 The south side of Mountain View Dr from 290 feet east of Belvedere Pl to 590 feet east
of Fairhaven Pl; the paseo south of Mountain View Dr between Belvedere Pl and
Fairhaven Pl to Country View Dr and from Country View Dr to West Greenway Corridor.
Ground Cover area:19,030 square feet
Turf area: 8,430 square feet
Hardscape area: 9,262 square feet
TV-15 The north side of Mountain View Dr from 634 feet west of Biarritz Pl to Milliken Ave.
Ground Cover area:4,571 square feet
Turf area:4,738 square feet
Hardscape area:5,104 square feet
TV-16 The West Greenway Corridor from the northeast corner of Elm Ave and Spruce Ave to
West Greenway Corridor.
Ground Cover area:15,529 square feet
Turf area:20,884 square feet
Hardscape area:20,626 square feet
TV-17 The west side of Milliken Ave from 585 feet north of Mountain View Dr to Mountain View
Dr.
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 4
Ground Cover area:5,835 square feet
Turf area:3,564 square feet
Hardscape area:2,340 square feet
TV-18 The south side of Mountain View Dr from approximately 250 feet west of Claridge Pl to
Terra Vista Pkwy. The south side of Terra Vista Pkwy from Mountain View Dr to East
Greenway Corridor. Terra Vista Pkwy from Mountain View Dr to East Greenway
Corridor.
Ground Cover area:18,316 square feet
Turf area: 5,944 square feet
Hardscape area:23,800 square feet
TV-19 The Terra Vista Pkwy median from Milliken Ave to Mountain View Dr. The north side of
Terra Vista Pkwy from 68 feet north of Addison Rd to Mountain View Dr. The west side
of Mountain View Dr from Grapevine St to Terra Vista Pkwy.
Ground Cover area:20,306 square feet
Turf area: 3,886 square feet
Hardscape area:11,478 square feet
TV-20 The Church St median from Milliken Ave to 675 feet east of Milliken Ave.
Ground Cover area:2,860 square feet
Hardscape area:2,112 square feet
TV-21 The Church St median from Milliken Ave to Spruce Ave.
Ground Cover area:16,811 square feet
Turf area: 335 square feet
Hardscape area:14,880 square feet
TV-22 The Milliken Ave median from Mountain View Dr to Foothill Blvd.
Ground Cover area:16,436 square feet
Hardscape area:16,267 square feet
TV-23 The Milliken Ave underpass from West Greenway Park to Milliken Park.
Ground Cover area:19,271 square feet
Turf area:22,139 square feet
Hardscape area:18,119 square feet
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 4
TV-24 The east side of Haven Ave from 145 feet south of Creekbridge St to 600 feet north of
Creekbridge St; the north side of Creekbridge St from Brookside Rd to Haven Ave and
the paseo from Creekbridge St and Brookside Rd to the Deer Creek Channel.
Ground Cover area:5,851 square feet
Turf area:9,965 square feet
Hardscape area:4,351 square feet
TV-25 The east side of Haven Ave form 145 feet south of Creekbridge St to 410 feet south of
Creekbridge St.
Ground Cover area:3,319 square feet
Turf area:1,677 square feet
Hardscape area:1,779 square feet
TV-26 The paseo at Plymouth Way south of Essex Pl from Plymouth Way to the Deer Creek
Channel.
Ground Cover area:1,956 square feet
Hardscape area:2,385 square feet
TV-27 The paseo from Terra Vista Pkwy to Windsong Pl and from Windsong Pl to
Plymouth Way.
Ground Cover area:2,270 square feet
Turf area:2,731 square feet
Hardscape area:3,332 square feet
TV-28 The paseo on the north side of 7552 Hardy Ave.
Ground Cover area:630 square feet
Turf area:733 square feet
Hardscape area:432 square feet
TV-29 The East Greenway Corridor from Milliken Park to Terra Vista Pkwy, including the turf
area at the entrance to Tract 16157.
Ground Cover area:17,780 square feet
Turf area:52,403 square feet
Hardscape area:29,888 square feet
TV-30 The Milliken Ave Median from Mountain View Dr to Base Line Rd.
Ground Cover area:11,890 square feet
Hardscape area:10,260 square feet
TV-31 The paseo from Elm Ave to West Greenway Park.
Ground Cover area:4,770 square feet
Hardscape area:8,900 square feet
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 4
TV-32 The Greenwich Pl paseo from Greenwich Pl to Muirfield Dr.
Ground Cover area:1,323 square feet
Hardscape area:1,456 square feet
TV-33 The south side of Mountain View Dr from 430 feet west of Country View Dr to
Country View Dr.
Ground Cover area:3,434 square feet
Turf area:1,853 square feet
Hardscape area:1,720 square feet
TV-34 The south side of Terra Vista Pkwy from 390 feet west of Belpine Pl to Belpine Pl.
Ground Cover area:1,342 square feet
Turf area:1,887 square feet
Hardscape area:1,612 square feet
TV-35 The Trail Northeast of Ruth Musser School from Terra Vista Pkwy to Spruce Ave.
Ground Cover area:9,285 square feet
Hardscape area:5,148 square feet
TV-36 The east side of Country View Dr from Corsica Ct to Mountain View Dr. The south side
of Mountain View Dr from Country View Dr to Milliken Ave. The west side of Milliken
Ave from Mountain View Dr to the West Greenway Corridor.
Ground Cover area:9,141 square feet
Turf area:5,895 square feet
Hardscape area:6,058 square feet
TV-37 The north side of Meyers Dr from Emery Pl to Elm Ave.
Ground Cover area:5,860 square feet
Turf area:5,300 square feet
Hardscape area:1,283 square feet
TV-38 The Church St median from Rochester Ave to Terra Vista Pkwy median from
Church St to 853 feet north of Church St.
Ground Cover area:8,510 square feet
Hardscape area:5,640 square feet
TV-39 The north side of Mountain View Dr form 250 feet east of Milliken Ave to Milliken Ave.
The east side of Milliken Ave from Mountain View Dr to Terra Vista Pkwy.
Ground Cover area:16,751 square feet
Hardscape area:15,716 square feet
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 4
TV-40 The south side of Terra Vista Pkwy from Milliken Ave to Mountain View Dr.
Ground Cover area:11,630 square feet
Hardscape area:19,738 square feet
TV-41 The paseo east of Milliken Ave from Terra Vista Pkwy south to Mountain View Dr.
Ground Cover area:4,081 square feet
Hardscape area:9,640 square feet
TV-42 The north side of Mountain View Dr from Terra Vista Pkwy to 250 feet east of
Milliken Ave.
Ground Cover area:10,994 square feet
Hardscape area:14,777 square feet
TV-43 Church St median and parkway from Malaga Dr to Terra Vista Pkwy.
Ground Cover area:7,506 square feet
Hardscape area:3,955 square feet
TV-44 The south side of Church St from Terra Vista Pkwy to Rochester Ave.
Ground Cover area:10,400 square feet
Hardscape area: 7,606 square feet
TV-45 The west side of Rochester Ave from Church St to Malaga Dr.
Ground cover area:20,693 square feet
Hardscape area:12,450 square feet
TV-46 The north side of Malaga Dr from Church St to Rochester Ave.
Ground Cover area:19,843 square feet
Hardscape area:18,000 square feet
TV-47 The east side of Terra Vista Pkwy from Church St to Brandywine Pl. The paseo from
Brandywine Pl to Bunker Hill Dr. The east side of Radcliff Pl from Bunker Hill Dr to
Malaga Dr.
Ground Cover area:17,838 square feet
Hardscape area: 9,023 square feet
TV-48 The Church St median from 750 feet east of Milliken Ave to Malaga Dr.
Ground Cover area:5,554 square feet
Hardscape area:9,698 square feet
FH-1 The Foothill Blvd median from Spruce Ave to Haven Ave.
Ground Cover area:4,571 square feet
This median contains 9,142 square feet of landscape with 4,571 square feet maintained
by LMD 4-R with the remainder maintained by LMD 3B.
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 4
FH-2 The Foothill Blvd median from Spruce Ave to Milliken Ave.
Ground Cover area:7,940 square feet
This median contains 15,880 square feet of landscape with 7,940 square feet
maintained by LMD 4-R with the remainder maintained by LMD 3B.
FH-5 The Foothill Blvd median from 360 feet west of Masi Dr to 516 feet west of Masi Dr.
Ground Cover area:800 square feet
This median contains 1,600 square feet of landscape with 800 square feet maintained
by LMD 4-R with the remainder maintained by LMD 3B.
FH-6 The Foothill Blvd median from Masi Dr Plaza to Rochester Ave.
Ground Cover area:800 square feet
This median contains 1,600; square feet of landscape with 800 square feet maintained
by LMD 4-R with the remainder maintained by LMD 3B.
H-5 The Haven Ave median from Foothill Blvd to Church St.
Ground Cover area:11,502 square feet
This median contains 23,004 square feet of landscape with 11,502 square feet
maintained by LMD 4-R with the remainder maintained by LMD 3B.
H-6 Haven Ave median from Church St to Base Line Rd.
Ground Cover area:9,615 square feet
Converted 8,708 sq. ft. of turf to ground cover effective April 1, 2013. Area listed is the
50% maintained by the District. An equal amount is maintained by the City’s General
Fund.
H-7 The Haven Ave median from Base Line Rd to Southern Pacific railroad tracks.
Ground Cover area:3,130 square feet
Converted 3,992 sq. ft. of turf to ground cover effective April 1, 2013. Removed 3,692
sq. ft. of ground cover for turn pocket expansion. Area listed is the 50% maintained by
the District. An equal amount is maintained by the City’s General Fund.
VG-14 The Base Line Rd median from Milliken Ave to Ellena East.
Ground Cover area:9,169 square feet
This median contains 18,338 square feet of landscape with 9,169 square feet
maintained by LMD 4-R with the remainder maintained by LMD 2.
VG-15 The Base Line Rd Median from Rochester Ave to Ellena East.
Ground Cover area:3,960 square feet
This median contains 7,920 square feet of landscape with 3,960 square feet maintained
by LMD 4-R with the remainder maintained by LMD 2.
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 4
Map of Improvements
The following page shows the map of landscaping improvements, including irrigation sites and
community trails, to be maintained using District funds.
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 4
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 4
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the improvements
as described in the Plans and Specifications are summarized below. Each year, as part of the
District levy calculation process, the costs and expenses are reviewed and the annual costs are
projected for the following fiscal year.
District Budget
Fiscal Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 753,220$
Overtim e Salaries 11,550
Part-tim e Salaries 29,410
Fringe Benefits 383,940
Subtotal - Pe rsonne l 1,178,120
Ope rations and Mainte nance :
Operations and Maintenanc e:
O & M/General 87,620
Emergenc y Equipm ent and Vehicle Rental 1,700
Equipment Operations & Maintenance 5,750
Subtotal - Operations and Maintenanc e 95,070
Contrac t Servic es:
Contrac t Servic es /General 802,190
Tree Maintenanc e 106,130
Contrac t Vehic le Maintenanc e/Repair 6,000
Subtotal - Contrac t Servic es 914,320
Utilities :
W ater Utilities 477,240
Electric Utilities 24,970
Subtotal - Utilities 502,210
As s essment Adm inistration 14,440
Adm in./General Overhead 302,420
Subtotal - Ope rations and M ainte nance 1,828,460
Capital Expe nditure s:
Captial Outlay - Im provem ents Other Than Building 943,750
Captial Project 838,000
Subtotal - Capital Expe nditure s 1,781,750
T otal Expe nditure s Budge t 4,788,330$
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 16
Fiscal Year 2023/24 ATTACHMENT 4
Fisc al Year
2023/24 Budget
Re v e nue s
T axe s:
Estimated As s es s m ents , Net of Estim ated Delinquenc ies 2,940,050$
Antic ipated Prior Year Delinquenc ies Collection 10,750
Subtotal - T axe s 2,950,800
Othe r Re v e nue s:
Interes t Earnings 123,900
Park Maintenanc e Fees 700
Sports Field Us er Group Rentals 110
Subtotal - Othe r Re v e nue s:124,710
T otal Re v e nue s Budge t 3,075,510
Contribution to/(Use of) Fund Balance (1,712,820)$
Total Gross Estimated As s es s m ents 2,940,044.81$
Total District EBU Count 7,050.26
Ac tual As ses s m ent per EBU - Fis cal Year 2023/24 417.01$
Maxim um Allowable Ass essment per EBU - Fis c al Year 2023/24 516.80$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved when the property owners on December 2,
2009, voted in favor of a Prop 218 assessment ballot increase with an allowable annual increase
by the lesser of 3.5% or the percentage change in the year ending February preceding the start
of the Fiscal Year of the Consumer Price Index for all Urban Consumers (CPI-U) and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City will
review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of
maintenance, available fund balance and maximum allowable assessment with the goal of
maintaining the improvements in a satisfactory and healthy condition. The actual assessment
amount may be lower than the maximum allowable assessment; however, it may not exceed the
maximum unless the increase is approved by the property owners in accordance with Proposition
218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the estimated
costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year,
or when the City expects to receive its apportionment of special assessments and tax collections
from the County, whichever is later. The reserve balance information for the District is as follows:
Operating Res erve
Estim ated Res erve Fund Balanc e, June 30, 2023 6,849,036$
Contribution to/(Use of) Res erve - Fisc al Year 2023/24 (1,712,820)
Estim ated Res erve Fund Balanc e, June 30, 2024 5,136,216$
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 17
Fiscal Year 2023/24 ATTACHMENT 4
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform maintenance
duties within the boundaries of the District.
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the District improvements.
Utilities: This item includes the costs to furnish electricity, water, and telephone services, as
required, for the operation and maintenance of the sprinklers and irrigation controllers in the
District.
Assessment Administration: This item includes the cost of all particular departments and staff
of the City, as well as consultants, for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality of
service provided within the boundaries of the District. This may include new monuments, irrigation
systems, and other large improvements.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field
User Group Rentals, and parking permits (Metrolink Station paid parking).
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 18
Fiscal Year 2023/24 ATTACHMENT 4
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred upon
them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of improvements.
The 1972 Act, permits the establishment of assessment districts for the purpose of providing
certain public improvements which include the operation, maintenance and servicing of
landscaping improvements.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied according
to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division 7
commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of the
improvements, the various areas will receive different degrees of benefit from the improvement."
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that publicly
owned properties must be assessed unless there is clear and convincing evidence that those
properties receive no special benefit from the assessment. Exempted from the assessment would
be the areas of public streets, public avenues, public lanes, public roads, public drives, public
courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 19
Fiscal Year 2023/24 ATTACHMENT 4
General Benefit
Section 4 of Article XIII D of the California Constitution provides that once a local agency which
proposes to impose assessments on property has identified those parcels that will have special
benefits conferred upon them and upon which an assessment will be imposed, the local agency
must next "separate the general benefits from the special benefits conferred," and only the special
benefits can be included in the amount of the assessments imposed.
In addition to the special benefits received by parcels within the District, there are incidental
general benefits that are conferred on parcels outside the boundaries of the District which include:
• the control of dust and insect infestations, and
• the visual enhancement of the area to persons or vehicles that may travel through
the District.
However, it has been determined that these benefits are incidental and do not provide a direct
benefit to parcels outside of the District that are not being assessed. Any incidental benefit
received by parcels outside of the District is further offset by the incidental benefit received by
parcels within the District from the maintenance of landscaping improvements by the other
assessment districts within the City.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District and, as such, confer a special and direct benefit to parcels within the
District by:
•improving the livability, appearance, and desirability for properties within the boundaries
of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing beautification, shade and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since these
improvements, including the community trails, were installed and are maintained specifically for
the properties within the District, only properties within the District receive a special benefit and
are assessed for said maintenance.
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 20
Fiscal Year 2023/24 ATTACHMENT 4
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the improvements.
Each parcel that has a special benefit conferred upon it as a result of the maintenance and
operation of improvements is identified and the proportionate special benefit derived by each
identified parcel is determined in relationship to the entire costs of the maintenance and operation
of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed. Upon
the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined. On December 2, 2009, Proposition 218 assessment
ballot increase was approved by the property owners in this District. Therefore, all parcels
included in the District boundary, are being levied in accordance with Article XIII D and Proposition
218.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment since there is a total of 2,651 single family parcels within the District
which represents 69.1 percent of the total assessable parcels within the District.
A method has been developed to convert other land uses to EBUs based on an assessment
formula that equates to the property’s specific development status, type of development (land-
use), and size of the property, as compared to a single family residential parcel. Other residential
land uses are assigned Equivalent Dwelling Units (EDU) in proportion to the number of trips
generated and average number of occupants per dwelling unit in comparison to the typical single-
family parcel. Based upon the trip generation data from the ITE Trip Generation Report, San
Diego Association of Governments’ Guide to Vehicular Traffic Generation Rates which have been
adopted by San Bernardino County Transpiration Authority (formerly known as San Bernardino
Associated Governments) and the most recent census data for the City of Rancho Cucamonga,
condominiums are assigned 0.80 EDU’s since the number of residents and number of trips
generated per dwelling unit are 80 percent of the typical single family residence. Multi-family
residential units are assigned 0.70 EDU’s per dwelling unit since the number of residents and
number of trips generated per multifamily residential unit are 70 percent of the typical single-family
residential unit. This reduction is further supported by virtue of the fact that both condominium
developments and multi-family residential development have a higher level of landscaping that
reduce the benefit received by these parcels from District maintained landscaping.
EBU’s are assigned to Commercial and Industrial parcels based upon the number of trips
generated as well. The ITE Trip Generation Report shows that non-residential uses similar to
those found in the District generate from 30 to 400 plus trips per day based upon the specific land
use. An average trip generation rate of 135 trips per day was used since the non-residential uses
within the district are generally those that result in fewer trips per day per acre, when compared
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 21
Fiscal Year 2023/24 ATTACHMENT 4
to more intense non-residential uses such as community shopping centers which can generate in
excess of 500 trips per day.
Based upon an average density of approximately 9 single family residential units per acre and a
trip generation rate of 10 trips per day for a typical single family residential unit, the trip generation
rate for commercial and industrial parcels is approximately 1.5 times that of an acre developed
for single family residential use based upon an average of 135 trips per acre for non-residential
uses. The trips generated by non-residential uses has been reduced by approximately 40 percent
to account for the number of “pass-by” trips which are those trips which stop at non-residential
parcels enroute to/from residential parcels. This reduces the trips generated per acre from 135
to 81. Since non-residential parcels do not receive a significant special benefit from the park
facilities maintained by the District, the number of trips generated per acre has been further
reduced in proportion to the ratio of expenditures for landscape maintenance versus park
maintenance within the District, which has been estimated by the City to be 60% parks and 40%
landscaping. Therefore, commercial and industrial parcels have been assigned a value of 3.25
EBU’s per acre to represent the special benefit received by those parcels relative to the typical
single-family residential parcel.
Vacant parcels are assigned an EBU value of 0.25 per acre because they receive a lesser benefit
from the improvements until such time as development occurs. Publicly owned school parcels
are also assigned an EBU value of 0.25 per acre in recognition of the limited benefit they receive
from the improvements maintained by the District and the benefit conferred upon other parcels
within the District by the open space and landscaping maintained by the School District on their
parcels which might be used by properties within the District under joint use agreements between
the School District and the City.
The following table provides the weighting factors applied to various land-use types, as assigned
by County use code, to determine each parcel’s EBU assignment.
Land-Use Equivalent Benefit Units
Prope rty T ype (County Use Code )EBU Value Multiplie r
Single Family Res idential 1.00 Parc el
Condom inium 0.80 Unit
Multi-Family Res idential 0.70 Unit
Com merc ial/Industrial 3.25 Ac re
Vacant (inc l. all undevelped property)0.25 Ac re
Sc hools 0.25 Ac re
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 22
Fiscal Year 2023/24 ATTACHMENT 4
based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated rather
than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Prope rty T ype (County Use Code )
M aximum
Allowable
Asse ssme nt
Rate pe r EBU
Actual
Asessment Rate
pe r EBU
T otal
Units/Acre s T otal EBUs
Single Family Residential $516.80 $417.01 2,652.00 2,652.00
Condom inium $516.80 $417.01 1,249.00 999.20
Multi-Family Residential $516.80 $417.01 4,001.00 2,800.70
Commerc ial/Industrial $516.80 $417.01 176.40 573.30
Vacant (inc l. all undevelped property)$516.80 $417.01 64.85 16.21
Schools $516.80 $417.01 35.41 8.85
The total amount of maintenance and incidental costs for maintaining the landscaping and
community trail improvements is assessed to the individual parcels of real property within the
District in proportion to the special benefit received by such parcels of real property. The proposed
individual assessments are shown on the assessment roll in this report.
Cost of Living Inflator
Each fiscal year beginning Fiscal Year 2010/11, the maximum allowable assessment amount may
be increased by the lesser of 3.5% or the percentage change in the year ending February
preceding the start of the Fiscal Year of the Consumer Price Index for all Urban Consumers
(CPI-U), for the Riverside – San Bernardino – Ontario Consumer Price Index area. If for any
reason the percentage change is negative the maximum allowable assessment would not be
decreased by reason of such negative percentage change and would remain at the amount as
computed on the previous fiscal year regardless of any CPI adjustment. The annual assessment
cannot exceed the actual costs to operate the District in any given year. If operating costs are
such that the maximum assessment amount is not needed, the City would levy only what is
needed for that year.
The actual assessment rate for Fiscal Year 2023/24 will increase from $397.15 to $417.01 per
single-family residence, a CPI increase of 5.0% as compared to Fiscal Year 2022/23.
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 23
Fiscal Year 2023/24 ATTACHMENT 4
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and dimensions
of each lot or parcel within the District are those lines and dimensions shown on the maps of the
San Bernardino County Assessor Office, at the time this report was prepared, and are
incorporated by reference herein and made part of this Engineer's Report.
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 24
Fiscal Year 2023/24 ATTACHMENT 4
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Landscape Maintenance District No. 4-R – City of Rancho Cucamonga 25
Fiscal Year 2023/24 ATTACHMENT 4
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino.
The following table summarizes the Fiscal Year 2023/24 actual assessments for the District:
Prope rty T ype (County Use Code )
Actual
Asse ssme nt
Rate per EBU
T otal
Units/Acre s T otal EBUs T otal Assessme nt
Single Family Res idential $417.01 2,652.00 2,652.00 $1,105,910.52
Condom inium 417.01 1,249.00 999.20 416,678.89
Multi-Family Res idential 417.01 4,001.00 2,800.70 1,167,931.91
Commerc ial/Industrial 417.01 176.40 573.30 239,071.39
Vacant (incl. all undevelped property)417.01 64.85 16.21 6,760.61
Schools 417.01 35.41 8.85 3,691.49
T otals 8,178.66 7,050.26 $2,940,044.81
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There were no effective annexations for Fiscal Year 2023/24.
Page 349 of 715
ATTACHMENT 5
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Landscape Maintenance District No. 6-R
(Caryn Planned Community)
Page 350 of 715
CITY OF RANCHO CUCAMONGA
LANDSCAPE MAINTENANCE DISTRICT NO. 6-R
(CARYN PLANNED COMMUNITY)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 351 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 9
ESTIMATE OF COSTS 11
District Budget 11
Definitions of Budget Items 13
METHOD OF ASSESSMENT 14
Overview 14
General Benefit 15
Special Benefit 15
Method of Assessment Spread 16
Cost of Living Inflator 17
ASSESSMENT DIAGRAM 18
ASSESSMENT ROLL AND ANNEXATIONS 20
Assessment Roll 20
Annexations 20
Page 352 of 715
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 5
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-055, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape
Maintenance District No. 6-R (Caryn Planned Community) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an
Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of the 1972 Act.
The Annual Engineer’s Report presents the plans and specifications describing the general
nature, location and extent of the improvements to be maintained, an estimate of the costs of the
maintenance, operations and servicing of the improvements for the District for the referenced
fiscal year, a diagram for the District showing the area and properties proposed to be assessed,
and an assessment of the estimated costs of the maintenance, operations and servicing of the
improvements, assessing the net amount upon all assessable lots and/or parcels within the
District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay the estimated costs of maintenance, operation and servicing of the improvements to be paid
by the assessable real property within the boundaries of the District in proportion to the special
benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2023/24 Budget
Expe nditure s
Pers onnel Servic es 22,720$
Operations and Maintenanc e 644,680
Capital Expenditures 54,000
T otal Expe nditure s Budge t 721,400
Re v e nue s
Taxes :
Es tim ated As s essm ents , Net of Estimated Delinquenc ies 588,180
Antic ipated Prior Year Delinquencies Collec tion 5,310
Subtotal - Taxes 593,490
Other Revenues 14,600
Transfer In 42,740
T otal Re v e nue s Budge t 650,830
Contribution to/(Use of) Fund Balance (70,570)$
Total District EBU Count 1,199.84
Ac tual Asses s m ent per EBU 490.21$
Maxim um Allowable As s ement per EBU 490.21$
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 5
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from the
improvement described in the Special Benefit Section of this Annual Engineer’s Report
(the “Specially Benefited Parcels”). For particulars as to the identification of said parcels,
reference is made to the Assessment Diagram, a copy of which is included in this Annual
Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel from
the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on such
parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the special
benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best of
my knowledge, information and belief, I certify that the Annual Engineer’s Report and Assessment
Diagram included herein have been prepared and computed in accordance with the order of the
City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 5
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement or facility such as paseos, community trails, fencing and irrigation
systems, and providing for the growth, vigor and care of the trees and landscape
plant materials. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting of landscape or appurtenant facilities. This shall
also include material, vehicle, equipment, capital improvements and administrative
costs associated with the annual administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the District
for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein, and
the proposed assessments upon assessable lots and parcels of land within the District.
•Gives notice of the time and place for public hearing by the City Council on the levy of the
proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum assessment
amount approved, the City Clerk shall give notice by causing the resolution of intention to be
published. Any interested person may, prior to the conclusion of the public hearing, file a written
protest which shall state all grounds of objection. The protest shall contain a description sufficient
to identify the property owned by the property owner filing the protest. During the course or upon
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conclusion of the hearing, the City Council may order changes in any of the matters provided in
the report, including the improvements, to the zones within the District, and the proposed diagram
or the proposed assessment.
The City Council, upon conclusion of the public hearing, must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga. The boundaries of the District are
generally described as that area located north of the 210 Freeway, south of Banyan St, west of
Rochester Ave and east of Milliken Ave, also known as the Caryn Planned Community. The
boundaries also include Tract No. 13835 east of Rochester Ave and Tracts No. 13748, 13857 &
13858 west of Milliken Ave. Zone 1 is the area generally located west of Rochester Ave and east
of Milliken Ave. Zone 2 is the area generally located east of Rochester Ave and west of Milliken
Ave.
Description of Improvements and Services
The improvements maintained by the District include the paseos, community trails, trees,
landscaped sites and appurtenant facilities that are throughout the District. These improvements
are located within the street right-of-ways and dedicated public easements which are within the
boundaries of the District. The landscaping maintenance includes, but is not limited to, the
pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the
trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and
facilities, such as community trails, fencing and irrigation systems, includes but is not limited to,
grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting,
repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and
replacement. Services include personnel, materials, contracting services, utilities, capital projects
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and all necessary costs associated with the maintenance, replacement and repair required to
keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's
intention to continue to use cost effective materials, including the future ability to replace
landscaping with drought resistant or low water use plants, in order to lower expenses of the
District. The breakdown of maintained areas is as follows:
Site #Descriptive Location
CC-1 The southside of Banyan St from 1290 feet west of Milliken Ave to Milliken Ave. The
west side of Milliken Ave median from Banyan St to 292 south of Vintage Dr.
Ground Cover area:96,892 square feet
Turf area:17,945 square feet
Hardscape area:13,944 square feet
CC-3 The paseo on the west side of Morning Pl from Morning Pl to Deer Creek Channel.
Ground Cover area:2,801 square feet
Turf area: 124 square feet
Hardscape area:4,609 square feet
CC-4 The west side of Morning Pl, from Banyan St to Starview Pl. The north side of
Starview Pl, from Morning Pl to Starview Pl.
Ground Cover area:14,273 square feet
Turf Cover area: 5,513 square feet
Hardscape area: 5,000 square feet
CC-5 Silver Sun Ln paseo from the end of Silver Sun Ln cul-de-sac to Deer Creek Channel.
Ground Cover area:25,890 square feet
Turf area:12,084 square feet
Hardscape area: 1,350 square feet
CC-6 The east and west side of Netherlands View Loop from Vintage Dr to Vintage Dr. The
Netherlands View Loop paseo from Netherlands View Loop to Mt Sterling Ct.
Ground Cover area:88,902 square feet
Turf area: 676 square feet
Hardscape area:23,650 square feet
CC-7 The east and west side of Hillview Loop from Mt Rainier Ct to Kettle Peak Pl.
Ground Cover area:14,930 square feet
Turf area: 6,318 square feet
Hardscape area:12,236 square feet
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CC-8 The paseo from Hillview Loop to Vintage Dr.
Ground Cover area:42,107 square feet
Hardscape area:22,752 square feet
Hardscape area: 4,089 square feet
CC-9 The south side of Vintage Dr from 250 feet west of Hillview Loop to Hillview Loop. The
west side of Hillview Loop from Vintage Dr to Kettle Peak Pl. The west side of
Kettle Peak Pl from Hillview Loop to Donner Pass Ct. The east side of Hillview Loop
from Kettle Peak Pl to Tioga Peak Ct.
Ground Cover area:47,334 square feet
Turf area: 4,954 square feet
Hardscape area: 9,088 square feet
CC-10 The east side of Terrace View Loop from Vintage Dr to Butler Peak Pl. The west side
of Terrace View Loop from Rainbow Falls Ct to Vintage Dr.
Ground Cover area:24,603 square feet
Hardscape area:10,760 square feet
CC-11 The paseo from Caryn School to Banyan St. The south side of Banyan St from the
paseo to Rochester Ave. The east and west side of Mt Baldy Pl from Banyan St to
Sierra Crest View Loop. The north side of Sierra Crest View Loop from Hilltop Ct to
Woodland Ct.
Ground Cover area:47,507 square feet
Turf area: 7,810 square feet
Hardscape area: 7,825 square feet
CC-12 The separation paseo from Vintage Dr to Pinnacle Peak Ct.
Ground Cover area:50,325 square feet
Turf area:15,021 square feet
Hardscape area: 7,675 square feet
CC-13 The east side of Hillview Loop from Tioga Peak Ct to Vintage Dr. The south side of
Vintage Dr from Hillview Loop to Terrace View Loop. The north side of Vintage Dr from
Hillview Loop to Caryn School. The east side of Terrace View Loop from Vintage Dr to
Mt San Antonio Ct.
Ground Cover area:26,162 square feet
Turf area: 4,508 square feet
Hardscape area:12,928 square feet
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CC-14 The east side of Sierra Crest View Loop from Mt Waverly Ct to Vintage Dr. The north
side of Vintage Dr from Sierra Crest View Loop to Sierra Crest View Loop. The east
and west side of Sierra Crest View Loop from Vintage Dr to Mt Wilson Ct. The south
side of Vintage Dr from Netherlands View Loop to 330 feet west of Netherlands
View Loop.
Ground Cover area:73,250 square feet
Turf area:16,525 square feet
Hardscape area: 9,885 square feet
CC-15 The south side of Sierra Crest View Loop from Mt Waverly Ct to Mt Cambridge Ct. The
north side of Sierra Crest View Loop from Mt Cambridge Ct to Woodland Ct. The north
side of Sierra Crest View Loop from Hilltop Ct to Caryn School. The Sierra Crest
View Loop paseo from Sierra Crest View Loop to Mt Sherman Ct.
Ground Cover area:70,990 square feet
Turf area: 7,699 square feet
Hardscape area:20,055 square feet
CC-16 The south side of Vintage Dr from Netherlands View Loop to Rochester Ave. The north
side of Vintage Dr from Rochester Ave to Sierra Crest View Loop. The east and west
side of Sierra Crest View Loop from Mt Wilson Ct to Mt Cambridge Ct. The Netherlands
View Loop Paseo from Vintage Dr to Mt Sterling Ct.
Ground Cover area:77,202 square feet
Turf area: 3,954 square feet
Hardscape area:18,195 square feet
CC-17 The east side of Milliken Ave from Vintage Dr to Banyan St.
Ground Cover area:13,740 square feet
Turf area: 9,088 square feet
Hardscape area: 6,460 square feet
CC-18 The north side of Vintage Dr from Milliken Ave to Hillview Loop. The south side of
Vintage Dr from 104 feet west of Hillview Loop to Milliken Ave.
Ground Cover area:32,287 square feet
Turf area: 3,889 square feet
Hardscape area:11,188 square feet
CC-19 The Terrace View Loop paseo from Vintage Dr to Terrace View Loop.
Ground Cover area:17,469 square feet
Turf area:15,617 square feet
Hardscape area: 2,736 square feet
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CC-20 The east side of Terrace View Loop from Mt San Antonio Ct to El Capitan Ct. The west
side of Terrace View Loop from Butler Peak Pl to Mt San Antonio Ct.
Ground Cover area:20,627 square feet
Hardscape area:20,017 square feet
Hardscape area: 7,888 square feet
CC-21 The west side of Rochester Ave from Banyan St to 317 feet south of Vintage Dr.
Ground Cover area:31,292 square feet
CC-22 The south side of Vintage Dr from Terrace View Loop to Sierra Crest View Loop. The
east and west side of Hillview Loop from Vintage Dr to Mt Rainier Ct.
Ground Cover area:11,609 square feet
Turf area: 3,763 square feet
Hardscape area: 6,524 square feet
CC-23 The south side of Banyan St from Milliken Ave to Butler Peak Pl. The west side of
Butler Peak Pl from Banyan St to Terrace View Loop. The north side of Terrace View
Loop from Butler Peak Pl to Rainbow Falls Ct.
Ground Cover area:12,132 square feet
Hardscape area: 528 square feet
CC-24 The north side of Terrace View Loop from El Capitan Ct to Butler Peak Pl. The east
side of Butler Peak Pl from Terrace View Loop to Banyan St. The south side of
Banyan St from Butler Peak Pl to 990 feet east of Butler Peak Pl.
Ground Cover area:14,452 square feet
Hardscape area: 1,600 square feet
CC-26 The east side of Rochester Ave from 210 freeway to Vintage Dr. The north and south
side of Vintage Dr from Rochester Ave to Thunder Mountain Ave. The west side of
Rochester Ave from 317 feet south of Vintage Dr to the 210 freeway.
Ground Cover area:35,037 square feet
Hardscape area:19,779 square feet
CC-27 The Milliken Ave median and the west side of Milliken Ave from 292 feet south of
Vintage Dr to 210 freeway.
Ground Cover area:13,365 square feet
Hardscape area:12,300 square feet
CC-28 The east side of Milliken Ave from Vintage Dr to the 210 freeway right-of-way.
Ground Cover area:17,724 square feet
Cobble area: 2,387 square feet
Hardscape area: 5,810 square feet
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Map of Improvements
The following page shows the map of landscaping improvements, including irrigation sites and
community trails, to be maintained using District funds.
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ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the improvements
as described in the Plans and Specifications are summarized below. Each year, as part of the
District levy calculation process, the costs and expenses are reviewed and the annual costs are
projected for the following fiscal year.
District Budget
Fisc al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 13,870$
Part Tim e Salaries 1,460
Fringe Benefits 7,390
Subtotal - Pe rsonne l 22,720
Ope rations and M ainte nance :
Operations and Maintenanc e:
O & M/General 10,550
Em ergenc y Equipm ent and Vehicle Rental 200
Subtotal - Operations and Maintenanc e 10,750
Contrac t Servic es :
Contrac t Servic es /General 334,360
Tree Maintenanc e 65,310
Subtotal - Contrac t Servic es 399,670
Utilities :
W ater Utilities 173,540
Elec tric Utilities 3,880
Subtotal - Utilities 177,420
As ses s ment Adm inis tration 4,570
Admin./General Overhead 52,270
Subtotal - Ope rations and M ainte nance 644,680
Capital Expe nditure s:
Captial Outlay - Equipment 4,000
Captial Project 50,000
Subtotal - Capital Expe nditure s 54,000
T otal Expe nditure s Budge t 721,400$
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Fiscal Year
2023/24 Budget
Re v e nue s
T axe s:
Es tim ated Ass es s m ents , Net of Es tim ated Delinquencies 588,180$
Antic ipated Prior Year Delinquencies Collection 5,310
Subtotal - T axe s 593,490
Othe r Re v e nue s:
Interes t Earnings 14,600
T ransfe r In:
Trans fer In - General Fund 42,740
T otal Re v e nue s Budge t 650,830
Contribution to/(Use of) Fund Balance (70,570)$
Total Gros s Es tim ated Asses s m ents 588,173.16$
Total Distric t EBU Count 1,199.84
Ac tual As s es sm ent per EBU - Fiscal Year 2023/24 490.21$
Maxim um Allowable As s em ent per EBU - Fiscal Year 2023/24 490.21$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved when the property owners on
September 1, 2010, voted in favor of a Proposition 218 assessment ballot increase with an
allowable annual increase by the lesser of 3.0% or the percentage change in the year ending
February preceding the start of the Fiscal Year of the Consumer Price Index for all Urban
Consumers (CPI-U) and subsequent District annexations. Each year, prior to the assessments
being placed on the tax roll, the City will review the budget and determine the amount needed to
maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be
based on the estimated costs of maintenance, available fund balance and maximum allowable
assessment with the goal of maintaining the improvements in a satisfactory and healthy condition.
The actual assessment amount may be lower than the maximum allowable assessment; however,
it may not exceed the maximum unless the increase is approved by the property owners in
accordance with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the estimated
costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year,
or when the City expects to receive its apportionment of special assessments and tax collections
from the County, whichever is later. The reserve balance information for the District is as follows:
Operating Res erve
Es tim ated Reserve Fund Balanc e, June 30, 2023 697,758$
Contribution to/(Us e of) Reserve - Fisc al Year 2023/24 (70,570)
Es tim ated Reserve Fund Balanc e, June 30, 2024 627,188$
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Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform maintenance
duties within the boundaries of the District.
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the District improvements.
Utilities: This item includes the costs to furnish electricity, water, and telephone services, as
required, for the operation and maintenance of the sprinklers and irrigation controllers in the
District.
Assessment Administration: This item includes the cost of all particular departments and staff
of the City, as well as consultants, for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality of
service provided within the boundaries of the District. This may include new monuments, irrigation
systems, and other large improvements.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field
User Group Rentals, and parking permits (Metrolink Station paid parking).
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METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred upon
them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of improvements.
The 1972 Act, permits the establishment of assessment districts for the purpose of providing
certain public improvements which include the operation, maintenance and servicing of
landscaping improvements.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied according
to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division 7
commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of the
improvements, the various areas will receive different degrees of benefit from the improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that publicly
owned properties must be assessed unless there is clear and convincing evidence that those
properties receive no special benefit from the assessment. Exempted from the assessment would
be the areas of public streets, public avenues, public lanes, public roads, public drives, public
courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
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General Benefit
Section 4 of Article XIII D of the California Constitution provides that once a local agency which
proposes to impose assessments on property has identified those parcels that will have special
benefits conferred upon them and upon which an assessment will be imposed, the local agency
must next "separate the general benefits from the special benefits conferred," and only the special
benefits can be included in the amount of the assessments imposed.
In this District, the improvements being financed consists of the maintenance of local
improvements located within the boundaries of the District and include paseos, street trees,
landscaped areas and appurtenant facilities that are located throughout the District and were
installed to create a common landscape theme and neighborhood identity for parcels within the
District. The improvements are situated within the public rights-of-way of the internal local street
network within the District which provides ingress and egress for parcels within the District to
access the City's system of arterial streets. City residents and traffic from parcels not within the
District do not use the internal local street network or paseos except for the express purpose of
accessing properties located within the District, and therefore do not benefit from the
improvements. Only parcels which are within the District and proximate to the improvements and
within the District are being assessed. Accordingly, there is a direct physical and visual nexus
between each parcel being assessed and the improvements to be funded by the assessment that
does not exist for parcels outside of the District boundary and that is particular and distinct from
that shared by the public at large. Under these circumstances, all of the benefits conferred are
direct and local in nature, and provide a benefit to only those parcels located within the boundaries
of the District.
Based upon this, it has been determined that there is no quantifiable general benefit to the
surrounding community and the public in general from the maintenance of the improvements
within the boundaries of the District, and therefore no portion of the project costs should be
attributed to general benefit.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District and, as such, confer a special and direct benefit to parcels within the
District by:
•improving the livability, appearance, and desirability for properties within the boundaries
of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing beautification, shade and overall enhancement to properties within the District.
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The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since these
improvements, including the community trails, were installed and are maintained specifically for
the properties within the District, only properties within the District receive a special benefit and
are assessed for said maintenance.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the improvements.
Each parcel that has a special benefit conferred upon it as a result of the maintenance and
operation of improvements is identified and the proportionate special benefit derived by each
identified parcel is determined in relationship to the entire costs of the maintenance and operation
of the improvements.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home.
Vacant parcels are assigned an EBU value of 0.25 EBU's per acre because they receive a lesser
benefit from the improvements until such time as development occurs. Publicly owned school
parcels are also assigned an EBU value of 0.25 EBU's per acre in recognition of the limited benefit
they receive from the improvements which are provided for the use and benefit of the residential
units within the District, and the benefit conferred upon other parcels within the District by the
open space and landscaping maintained by the School District on their parcels which might be
used by properties within the District under joint use agreements between the School District and
the City.
There are two benefit zones within the District: Zone 1 and Zone 2. Parcels in Zone 2 are assigned
0.75 EBU per dwelling unit due to the reduction in special benefit they receive as a result of their
location relative to the majority of the improvements maintained by the District. Zone 2 parcels
are on the far east and west side of the District. Therefore, parcels within Zone 2 do not receive
the same special benefit from the improvements due to their proximity, as parcels within Zone 1
which are assigned 1.00 EBU per dwelling unit and are generally located adjacent to or in close
proximity to the improvements. The following table provides the weighting factors applied to
various land-use types, as assigned by County use code, to determine each parcel's EBU
assignment.
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Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value M ultiplie r
Single Family Res idential - Zone 1 1.00 Parc el
Single Family Res idential - Zone 2 0.75 Parc el
School 0.25 Acre
Undeveloped 0.25 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be
based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated rather
than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Prope rty T ype (County Use Code )
M aximum
Allowable
Asse ssme nt
Rate pe r EBU
Actual
Asessment Rate
pe r EBU
T otal
Units/Acre s T otal EBUs
Single Family Residential - Zone 1 $490.21 $490.21 966.00 966.00
Single Family Residential - Zone 2 $490.21 $490.21 310.00 232.50
School $490.21 $490.21 5.35 1.34
Undeveloped $490.21 $490.21 0.00 0.00
The total amount of maintenance and incidental costs for maintaining the landscaping and
community trail improvements is assessed to the individual parcels of real property within the
District in proportion to the special benefit received by such parcels of real property. The proposed
individual assessments are shown on the assessment roll in this report.
Cost of Living Inflator
Each fiscal year beginning Fiscal Year 2011/12, the maximum allowable assessment amount may
be increased by the lesser of 3.0% or the percentage change in the year ending February
preceding the start of the Fiscal Year of the Consumer Price Index for all Urban Consumers
(CPI-U), for the Riverside – San Bernardino – Ontario Consumer Price Index area. If for any
reason the percentage change is negative the maximum allowable assessment would not be
decreased by reason of such negative percentage change and would remain at the amount as
computed on the previous fiscal year regardless of any CPI adjustment. The annual assessment
cannot exceed the actual costs to operate the District in any given year. If operating costs are
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such that the maximum assessment amount is not needed, the City would levy only what is
needed for that year.
The actual assessment rate for Fiscal Year 2023/24 will increase from $475.93 to $490.21 per
single-family residence zone 1 and from $356.95 to $367.66 per single family residence zone 2,
a CPI increase of 3.0% as compared to Fiscal Year 2022/23.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and dimensions
of each lot or parcel within the District are those lines and dimensions shown on the maps of the
San Bernardino County Assessor Office, at the time this report was prepared, and are
incorporated by reference herein and made part of this Engineer's Report.
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Landscape Maintenance District No. 6-R – City of Rancho Cucamonga 20
Fiscal Year 2023/24 ATTACHMENT 5
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino.
The following table summarizes the Fiscal Year 2023/24 actual assessments for the District:
Prope rty T ype (County Use Code )
Actual
Asse ssme nt
Rate pe r EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssment
Single Family Residential - Zone 1 $490.21 966.00 966.00 $473,542.86
Single Family Residential - Zone 2 $490.21 310.00 232.50 113,974.60
School $490.21 5.35 1.34 655.70
Undeveloped $490.21 0.00 0.00 0.00
T otals 1,281.35 1,199.84 $588,173.16
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There were no effective annexations for Fiscal Year 2023/24.
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ATTACHMENT 6
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Landscape Maintenance District No. 7
(North Etiwanda)
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CITY OF RANCHO CUCAMONGA
LANDSCAPE MAINTENANCE DISTRICT NO. 7
(NORTH ETIWANDA)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
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TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 11
ESTIMATE OF COSTS 13
District Budget 13
Definitions of Budget Items 15
METHOD OF ASSESSMENT 16
Overview 16
General Benefit 17
Special Benefit 17
Method of Assessment Spread 18
ASSESSMENT DIAGRAM 19
ASSESSMENT ROLL AND ANNEXATIONS 21
Assessment Roll 21
Annexations 21
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 6
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-055, a Resolution Initiating Proceedings for the Levy of Annual Assessments for
Landscape Maintenance District No. 7 (North Etiwanda) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an
Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of the 1972 Act.
The Annual Engineer’s Report presents the plans and specifications describing the general
nature, location and extent of the improvements to be maintained, an estimate of the costs of
the maintenance, operations and servicing of the improvements for the District for the
referenced fiscal year, a diagram for the District showing the area and properties proposed to be
assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay the estimated costs of maintenance, operation and servicing of the improvements to be paid
by the assessable real property within the boundaries of the District in proportion to the special
benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2023/24 Budget
Expe nditure s
Pers onnel Servic es 246,530$
Operations and Maintenanc e 1,204,620
Capital Expenditures 164,000
T otal Expe nditure s Budge t 1,615,150
Re v e nue s
Taxes :
Es tim ated As s essm ents , Net of Estimated Delinquenc ies 955,850
Antic ipated Prior Year Delinquencies Collec tion 11,540
Subtotal - Taxes 967,390
Other Revenues 59,750
T otal Re v e nue s Budge t 1,027,140
Contribution to/(Use of) Fund Balance (588,010)$
Total District EBU Count 3,113.00
Ac tual Asses s m ent per EBU 307.05$
Maxim um Allowable As s ement per EBU 307.05$
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 6
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 6
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include, but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement or facility such as paseos, community trails, fencing and irrigation
systems, and providing for the growth, vigor and care of the trees and landscape
plant materials. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting of landscape or appurtenant facilities. This
shall also include material, vehicle, equipment, capital improvements and
administrative costs associated with the annual administration and operation of
the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 6
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area of the City known as North Etiwanda, which is
generally bounded by the 210 Freeway on the south, I-15 Freeway on the west, and City limits
on the north and east. Typically, parcels have been annexed to the District as they have been
developed.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of the paseos, parkways, median islands,
street trees, parks, landscaped sites and appurtenant facilities that are throughout the District.
These improvements are located within the street right-of-ways and dedicated public easements
which are within the boundaries of the District. The landscaping maintenance includes, but is
not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris,
and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated
improvements and facilities, such as community trails, fencing and irrigation systems, includes
but is not limited to, grading and replacement of trail surfacing, trail fence repair and
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 6
replacement, steel fence painting, repair and replacement, and irrigation systems control,
adjustment, trouble-shooting, repair and replacement. Services include personnel, materials,
contracting services, utilities, capital projects and all necessary costs associated with the
maintenance, replacement and repair required to keep the improvements in a healthy, vigorous
and satisfactory condition. In addition, it is the City's intention to continue to use cost effective
materials, including the future ability to replace landscaping with drought resistant or low water
use plants, in order to lower expenses of the District. The breakdown of maintained areas is as
follows:
Parks: Etiwanda Creek Park.
Site #Descriptive Location
EN-1 The north side of Wilson Ave from San Sevaine Rd to Ridgeline Pl. The east side of
Ridgeline Pl from Wilson Ave to Arcadia Way.
Ground Cover area:27,325 square feet
Turf area:19,334 square feet
Hardscape area: 840 square feet
EN-2 The Metropolitan Water District easement on the south side of Crescenta Way from
San Marino Way to Ridgeline Pl.
Ground Cover area:38,104 square feet
Turf area:41,250 square feet
Hardscape area: 9,000 square feet
EN-3 The Wilson Ave median from Wardman Bullock Rd to San Sevaine Rd.
Ground Cover area: 9,016 square feet
Hardscape area:11,088 square feet
EN-4 The Planters on the north side of the drainage easement that is between and parallel
to Highland Ave and Arapaho Rd from Etiwanda Ave east to the end.
Ground Cover area:63,972 square feet
EN-5 The south side of Wilson Ave from 1,115 feet west of San Sevaine Rd to 205 feet east
of San Sevaine Rd. The east side of San Sevaine Rd from Wilson Ave to Young’s
Canyon Rd.
Ground Cover area:45,584 square feet
Turf area: 3,527 square feet
EN-6 The north side of Wilson Ave from Wardman Bullock Rd to Ridgeline Pl. The west
side of Ridgeline Pl from Wilson Ave to 120 feet north of Arcadia Way.
Ground Cover area:29,226 square feet
Turf area:15,136 square feet
Hardscape area: 1,300 square feet
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 6
EN-7 The parkway on the eastside of Wardman Bullock Rd from Wilson Ave to 857 feet
north of Glendora Dr. The cobblestone between the tract wall and the flood wall will
be handled for debris pickup and weed control on an as needed basis.
Ground Cover area:10,268 square feet
Hardscape area:31,549 square feet
EN-8 The south side of Crescenta Way from Ridgeline Pl to Crestline Pl.
Ground Cover area:50,305 square feet
Turf area:35,960 square feet
Hardscape area:10,000 square feet
EN-9 The paseo from Meadowbrook Ct to Rock Creek Rd.
Ground Cover area:1,400 square feet
Turf area:6,555 square feet
Hardscape area:2,820 square feet
EN-10 The paseo from Etiwanda Ave to Pacific Crest Pl. The west side of Etiwanda Ave
from 175 feet north of N Rim Way to 171 feet south of Golden Prairie Dr.
Ground Cover area:49,020 square feet
Turf area: 4,445 square feet
Hardscape area:13,026 square feet
EN-11 The paseo south of Ridgecrest Dr to southern boundary of Tract 14139. This site is
temporarily maintained by another contractor and was deleted from the contract as of
July 16, 2001; however, this site is still the City's property.
Ground Cover area:3,548 square feet
Turf area: 800 square feet
Hardscape area:4,280 square feet
EN-12 The cul-de-sac on the north side of Ridgecrest Dr at Etiwanda Creek Channel.
Ground Cover area:1,870 square feet
Turf area: 700 square feet
Hardscape area: 450 square feet
EN-13 The north side of Wilson Ave from 574 feet west of Cherry Ave to the channel east of
San Sevaine Rd. The Wilson Ave median from Cherry Ave to San Sevaine Rd. The
east side of San Sevaine Rd from Wilson Ave to 136 feet north of Crescenta Way.
Ground Cover area:46,611 square feet
Turf area: 5,037 square feet
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EN-14 The west side of San Sevaine Rd from 150 feet north of Wilson Ave to 136 feet north
of Crescenta Way.
Ground Cover area:55,166 square feet
Turf area: 235 square feet
Hardscape area: 6,975 square feet
EN-15 The north side of Young’s Canyon Rd from 500 feet east of Koch Pl to 692 feet west
of Koch Pl. The south side of Young’s Canyon Rd from 349 feet east of Koch Pl to
692 feet west of Koch Pl. The east and west side of Koch Pl place from
Young’s Canyon Rd to 132 feet north of Young’s Canyon Rd. The west side of
Koch Pl from Young’s Canyon Rd to 132 feet south of Young’s Canyon Rd. The east
side of Koch Pl from 82 feet south of Young’s Canyon Rd to Young’s Canyon Rd. The
trailhead north east of the east end of Young’s Canyon Rd to the south end of
San Sevaine Rd Horse Trail. The south end of San Sevaine Rd Horse from the trail
head to 254 feet north of trailhead.
Ground Cover area:42,925 square feet
Hardscape area:14,308 square feet
EN-16 The east side of Wardman Bullock Rd from 225 feet south of San Segundo Dr to 80
feet north of Dona Way.
Ground Cover area: 2,056 square feet
Hardscape area: 3,450 square feet
EN-17 The north side of Colonbero Rd from San Sevaine Rd Channel to Guidera Dr. The
south side of Colonbero Rd from San Sevaine Rd Channel to 400 feet north of
Guidera Dr. The north side of Aggazzotti Rd from Colonbero Rd to 475 feet east of
Colonbero Rd. This site has a pump which will be adjusted and maintained by City
personnel.
Ground Cover area:43,241 square feet
Hardscape area:29,125 square feet
EN-18 The north side of Aggazzotti Rd from San Antonio Dr to San Sevaine Rd. The west
side of San Sevaine Rd from Aggazzotti Rd to 702 feet south of Aggazzotti Rd. The
east side of San Sevaine Rd from 702 feet south of Aggazzotti Rd to Regina Dr.
Ground Cover area:47,823 square feet
Hardscape area:30,986 square feet
EN-19 The south side of Wilson Ave from Etiwanda Ave to Estates Way.
Ground Cover area:45,727 square feet
Hardscape area:19,229 square feet
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EN-20 The south side of Wilson Ave form Bluegrass Ave to Estates Way.
Ground Cover area:85,155 square feet
Hardscape area:48,784 square feet
EN-21 The north side of Wilson Ave from Etiwanda Ave to Cervantes Pl. The Wilson Ave
median from Etiwanda Ave to Cervantes Pl. The westside of Etiwanda Ave from
Wilson Ave to Del Norte Pl.
Ground Cover area:88,795 square feet
Hardscape area:27,128 square feet
EN-22 The north and south side of Vintage Dr from 165 feet east of Countrywood Pl to 338
feet west of Countrywood Pl.
Ground Cover area:13,603 square feet
Hardscape area: 7,365 square feet
EN-23 The north side of Wilson Ave and median from Etiwanda Ave west to Etiwanda Ave.
The east side of Etiwanda Ave from Wilson Ave to 1150 feet north of Wilson Ave.
Ground Cover area:32,027 square feet
Hardscape area:29,567 square feet
EN-24 The north side of Vintage Dr from 360 feet west of Ascot Pl to 230 feet east of
Countrywood Pl. The south side of Vintage Dr from Ascot Pl to 500 feet east of
Countrywood Pl.
Ground Cover area:34,707 square feet
Hardscape area:92,600 square feet
EN-25 The east side of Bluegrass Ave from Banyan St to 610 feet north of Banyan St.
Ground Cover area:4,054 square feet
Hardscape area:5,819 square feet
EN-26 The south side of Banyan St from Bluegrass Ave to Greenwood Pl.
Ground Cover area:6,240 square feet
Hardscape area:3,200 square feet
EN-27 The south side of Banyan St from Laurel Blossom Pl to Etiwanda Ave.
Ground Cover area:1,703 square feet
Hardscape area:8,417 square feet
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 9
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EN-28 The north side of Wilson Ave from Cervantes Pl to 1715 feet west of Cervantes Pl.
The west side of Cervantes Pl from Carmel Knolls Dr to Wilson Ave. The paseo from
Wilson Ave to Tejas Ct. The median on Wilson Ave from Cervantes Pl to
Bluegrass Ave. The following temporary landscape: There is one planter on the west
side of Altura Dr at Tejas Ct. There are five planters on the south side of Tejas Ct
from Altura Dr to 195 feet east of Altura Dr.
Ground Cover area:25,048 square feet
Hardscape area:22,532 square feet
EN-29 The south side of Banyan St from 787 feet west of East Ave to East Ave. The west
side of East Ave from Banyan St to 600 feet south of Blue Gum. The east side of East
Ave from Banyan St to 537 feet south of Banyan St.
Ground Cover area:16,111 square feet
Hardscape area:15,774 square feet
EN-30 The east side of Bluegrass Ave from 257 feet south of Churchill Dr to 418 feet north of
Churchill Dr.
Ground Cover area:9,303 square feet
Hardscape area:5,302 square feet
EN-31 The south side of Banyan St from 375 feet south of Cashew Way to Rose Way. The
north side of Banyan St from 435 feet west of Peak Pl to Wardman Bullock Rd.
Ground Cover area:53,000 square feet
Hardscape area:26,855 square feet
EN-32 The landscaping south of the equestrian trail from 210 feet west of Grovewood Pl to
1,170 feet east of Grovewood Pl.
Ground Cover area:6,900 square feet
EN-33 The north side of Young’s Canyon Rd from 600 feet east of Banyan St to Banyan St.
The east side of Wardman Bullock Rd from Banyan St to Wilson Ave. The south side
of Wilson Ave from Wardman Bullock Rd to 635 feet east of Fields Pl.
Ground Cover area:66,601 square feet
Hardscape area:46,332 square feet
EN-34 The west side of Wardman Bullock Rd from Wilson Ave to Banyan St. Parkview Way
from Wardman Bullock Rd to Soledad Way.
Ground Cover area:67,021 square feet
Hardscape area:34,045 square feet
EN-35 The north side of Day Creek Blvd from Etiwanda Ave to Indian Wells Pl.
Ground Cover area:160,737 square feet
Hardscape area:128,254 square feet
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EN-36 The south side of Day Creek Blvd from 380 feet north of Coyote Dr to Etiwanda Ave.
The west side of Etiwanda Ave from Day Creek Blvd to 170 feet north of N Rim Way.
The west side of Day Creek Blvd from 380 feet north of Coyote Dr to Indian Wells Pl.
Ground Cover area:58,398 square feet
Hardscape area:68,127 square feet
EN-37 The east side of East Ave from 235 feet south of Hunt Club Dr to 375 feet north of
Hunt Club Dr.
Ground Cover area:5,559 square feet
Hardscape area:5,231 square feet
EN-38 The west side of East Ave from 236 feet north of Philly Dr to 245 feet south of
Philly Dr.
Ground Cover area:4,605 square feet
Hardscape area:3,394 square feet
EN-39 The south side of Banyan St from Golden Lock Pl to Raindrop Pl.
Ground Cover area 6,024 square feet
Hardscape area: 330 square feet
EN-40 The west side of Wardman Bullock Rd from Colonbero Rd to Breeders Cup Dr. The
east side of Wardman Bullock Rd from Colonbero Rd to 385 feet south of
Colonbero Rd.
Ground Cover area:28,527 square feet
Hardscape area:21,723 square feet
EN-41 The north side of Colonbero Rd from Wardman Bullock Rd to Ambleside Pl. The
south side of Colonbero Rd from 150 feet east of Wardman Bullock Rd to
Ambleside Pl. The east side of Ambleside Pl from Colonbero Rd to 700 feet north of
Colonbero Rd.
Ground Cover area:17,065 square feet
Hardscape area:12,990 square feet
EN-42 The west side of Wardman Bullock Rd from 778 feet north of Coral Sky Dr to
Wilson Ave. The north side of Wilson Ave from Wardman Bullock Rd to 218 feet west
of Compass Pl. The east and west sides of Compass Pl. from Wilson Ave to the
entrance monuments.
Ground Cover area:31,809 square feet
Hardscape area:34,321 square feet
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Fiscal Year 2023/24 ATTACHMENT 6
EN-43 The east side of East Av from 230 feet south of Copley Dr to 655 feet north of Copley
Dr. The Landscape on the south side of the trail 655 feet north of Copley Dr from East
Av to Gypsum Dr. The planters on the north and south side of the trail on Gypsum Dr
from Golden Lock Pl to Raindrop Pl.
Ground Cover area:14,954 square feet
Hardscape area:18, 007 square feet
Parks, ground cover, shrubs and turf areas that make up parkways, median islands and paseos
are maintenance under contract by a private landscape maintenance company.
Map of Improvements
The following page shows the map of landscaping improvements, including irrigation sites and
community trails, to be maintained using District funds.
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Fiscal Year 2023/24 ATTACHMENT 6
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Fiscal Year 2023/24 ATTACHMENT 6
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 143,520$
Part-tim e Salaries 24,170
Fringe Benefits 78,840
Subtotal - Pe rsonne l 246,530
Ope rations and M ainte nance :
Operations and Maintenanc e:
O & M/General 49,470
O & M/Facilities 5,000
Em ergenc y Equipm ent and Vehicle Rental 6,200
Subtotal - Operations and Maintenanc e 60,670
Contrac t Servic es :
Contrac t Services /General 530,610
Contrac t Services /Fac ilities 3,030
Tree Maintenanc e 78,410
Subtotal - Contract Services 612,050
Utilities :
W ater Utilities 372,150
Elec tric Utilities 19,820
Subtotal - Utilities 391,970
As s es s ment Adminis tration 11,070
Admin./General Overhead 128,180
Other Expenses 680
Subtotal - Ope rations and M ainte nance 1,204,620
Capital Expe nditure s:
Capital Outlay - Equipment 12,000
Capital Outlay - Improvement Other Than Building 152,000
Subtotal - Capital Expe nditure s 164,000
T otal Expe nditure s Budge t 1,615,150$
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 6
Fis c al Year
2023/24 Budget
Re v e nue s
T axe s:
Es tim ated As s es s m ents, Net of Estim ated Delinquenc ies 955,850$
Antic ipated Prior Year Delinquenc ies Collec tion 11,540
Subtotal - T axe s 967,390
Othe r Re v e nue s:
Interes t Earnings 12,460
Other Rental/Leas e Inc om e 42,860
Park Maintenanc e Fees 1,250
Sports Lighting Fees 3,180
Subtotal - Othe r Re v e nue s:59,750
T otal Re v e nue s Budge t 1,027,140
Contribution to/(Use of) Fund Balance (588,010)$
Total Gros s Es tim ated Ass es s m ents 955,846.65$
Total District EBU Count 3,113.00
Ac tual Ass es s m ent per EBU - Fisc al Year 2023/24 307.05$
Maxim um Allowable As s es sment per EBU - Fis c al Year 2023/24 307.05$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of
maintenance, available fund balance and maximum allowable assessment with the goal of
maintaining the improvements in a satisfactory and healthy condition. The actual assessment
amount may be lower than the maximum allowable assessment; however, it may not exceed the
maximum unless the increase is approved by the property owners in accordance with
Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Res erve
Es tim ated Reserve Fund Balanc e, June 30, 2023 744,316$
Contribution to/(Us e of) Reserve - Fisc al Year 2023/24 (588,010)
Es tim ated Reserve Fund Balanc e, June 30, 2024 156,306$
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Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the District improvements.
Utilities: This item includes the costs to furnish electricity, water, and telephone services, as
required, for the operation and maintenance of the sprinklers and irrigation controllers in the
District.
Assessment Administration: This item includes the cost of all particular departments and
staff of the City, as well as consultants, for providing the administration, coordination and
management of District services, operations, and incidental expenses related to the District.
This item also includes creation of an annual Engineer's Report, resolutions and placing the
assessment amounts onto the County tax roll each year, along with responding to any public
inquiries and future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include new monuments,
irrigation systems, and other large improvements.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports
Field User Group Rentals, and parking permits (Metrolink Station paid parking).
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 16
Fiscal Year 2023/24 ATTACHMENT 6
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the operation, maintenance and
servicing of landscaping improvements.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 17
Fiscal Year 2023/24 ATTACHMENT 6
General Benefit
Section 4 of Article XIII D of the California Constitution provides that once a local agency which
proposes to impose assessments on property has identified those parcels that will have special
benefits conferred upon them and upon which an assessment will be imposed, the local agency
must next "separate the general benefits from the special benefits conferred," and only the
special benefits can be included in the amount of the assessments imposed.
In this District, the improvements being financed consists of the maintenance of local
improvements located within the boundaries of the District and include paseos, street trees,
landscaped areas and appurtenant facilities that are located throughout the District and were
installed to create a common landscape theme and neighborhood identity for parcels within the
District. The improvements are situated within the public rights-of-way of the internal local street
network within the District which provides ingress and egress for parcels within the District to
access the City’s system of arterial streets. City residents and traffic from parcels not within the
District do not use the internal local street network or paseos except for the express purpose of
accessing properties located within the District, and therefore do not benefit from the
improvements. Only parcels which are within the District and proximate to the improvements
and within the District are being assessed. Accordingly, there is a direct physical and visual
nexus between each parcel being assessed and the improvements to be funded by the
assessment that does not exist for parcels outside of the District boundary and that is particular
and distinct from that shared by the public at large. Under these circumstances, all of the
benefits conferred are direct and local in nature, and provide a benefit to only those parcels
located within the boundaries of the District.
Based upon this, it has been determined that there is no quantifiable general benefit to the
surrounding community and the public in general from the maintenance of the improvements
within the boundaries of the District, and therefore no portion of the project costs should be
attributed to general benefit.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District and, as such, confer a special and direct benefit to parcels within
the District by:
•improving the livability, appearance, and desirability for properties within the boundaries
of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing beautification, shade and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
Page 392 of 715
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 18
Fiscal Year 2023/24 ATTACHMENT 6
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements, including the community trails, were installed and are maintained
specifically for the properties within the District, only properties within the District receive a
special benefit and are assessed for said maintenance.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements is identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIID and Proposition 218 had not yet been passed. Upon
the passage of Article XIID and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined, however, the assessment per parcel has
remained the same since 1996/97 Fiscal Year. Further, no parcel included in the District
formation or annexations prior to when the language was refined are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. The following table provides the weighting factors to
determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value M ultiplie r
Single Fam ily Res idential 1.00 Parcel
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 19
Fiscal Year 2023/24 ATTACHMENT 6
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Prope rty T ype (County Use Code )
M aximum
Allowable
Asse ssment
Rate pe r EBU
Actual
Ase ssment Rate
per EBU
T otal
Units/Acres T otal EBUs
Single Family Residential $307.05 $307.05 3,113.00 3,113.00
The total amount of maintenance and incidental costs for maintaining the landscaping and
community trail improvements is assessed to the individual parcels of real property within the
District in proportion to the special benefit received by such parcels of real property. The
proposed individual assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the San Bernardino County Assessor Office, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
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Fiscal Year 2023/24 ATTACHMENT 6
Page 395 of 715
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Landscape Maintenance District No. 7 – City of Rancho Cucamonga 21
Fiscal Year 2023/24 ATTACHMENT 6
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2023/24 actual assessments for the
District:
Prope rty T ype (County Use Code )
Actual
Asse ssme nt
Rate per EBU
T otal
Units/Acre s T otal EBUs T otal Assessme nt
Single Family Res idential $307.05 3,113.00 3,113.00 $955,846.65
T otals 3,113.00 3,113.00 $955,846.65
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2023/24:
Apn
Annexation
Date Proje ct Name
T otal Units/
Acre s T otal EBUs Prope rty T ype
0225-191-09 and -17 06/01/22 SUBTT20344 17.00 17.00 Single-Family Res
Page 396 of 715
ATTACHMENT 7
Annual Engineering Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Landscape Maintenance District No. 8
(South Etiwanda)
Page 397 of 715
CITY OF RANCHO CUCAMONGA
LANDSCAPE MAINTENANCE DISTRICT NO. 8
(SOUTH ETIWANDA)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.774.2700
Fax: 909.774.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 398 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
General Benefit 11
Special Benefit 11
Method of Assessment Spread 12
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 399 of 715
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 7
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-055, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape
Maintenance District No. 8 (South Etiwanda) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an
Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of the 1972 Act.
The Annual Engineer’s Report presents the plans and specifications describing the general
nature, location and extent of the improvements to be maintained, an estimate of the costs of the
maintenance, operations and servicing of the improvements for the District for the referenced
fiscal year, a diagram for the District showing the area and properties proposed to be assessed,
and an assessment of the estimated costs of the maintenance, operations and servicing of the
improvements, assessing the net amount upon all assessable lots and/or parcels within the
District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay the estimated costs of maintenance, operation and servicing of the improvements to be paid
by the assessable real property within the boundaries of the District in proportion to the special
benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2023/24 Budget
Expe nditure s
Pers onnel Servic es 6,240$
Operations and Maintenanc e 32,950
T otal Expe nditure s Budge t 39,190
Re v e nue s
Taxes :
Es tim ated As s essm ents , Net of Estimated Delinquenc ies 34,270
Antic ipated Prior Year Delinquencies Collec tion 370
Subtotal - Taxes 34,640
Other Revenues 700
T otal Re v e nue s Budge t 35,340
Contribution to/(Use of) Fund Balance (3,850)$
Total District EBU Count 226.22
Ac tual Asses s m ent per EBU 151.45$
Maxim um Allowable As s ement per EBU 151.45$
Page 400 of 715
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 7
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from the
improvement described in the Special Benefit Section of this Annual Engineer’s Report
(the “Specially Benefited Parcels”). For particulars as to the identification of said parcels,
reference is made to the Assessment Diagram, a copy of which is included in this Annual
Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel from
the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on such
parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the special
benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best of
my knowledge, information and belief, I certify that the Annual Engineer’s Report and Assessment
Diagram included herein have been prepared and computed in accordance with the order of the
City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 7
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement or facility such as paseos, community trails, fencing and irrigation
systems, and providing for the growth, vigor and care of the trees and landscape
plant materials. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting of landscape or appurtenant facilities. This shall
also include material, vehicle, equipment, capital improvements and administrative
costs associated with the annual administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the District
for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein, and
the proposed assessments upon assessable lots and parcels of land within the District.
•Gives notice of the time and place for public hearing by the City Council on the levy of the
proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum assessment
amount approved, the City Clerk shall give notice by causing the resolution of intention to be
published. Any interested person may, prior to the conclusion of the public hearing, file a written
protest which shall state all grounds of objection. The protest shall contain a description sufficient
to identify the property owned by the property owner filing the protest. During the course or upon
Page 402 of 715
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 7
conclusion of the hearing, the City Council may order changes in any of the matters provided in
the report, including the improvements, to the zones within the District, and the proposed diagram
or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area known as South Etiwanda, which is south of the
I-210 Freeway along Fisher Dr, east of East Ave, including the south side of Highstone Manor Ct,
the south side of Smokestone St, and to the San Bernardino County Flood Control drainage basin
on east side. Typically, parcels have been annexed to the District as they have been developed.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements maintained by the District include the paseos, community trails, trees,
landscaped sites and appurtenant facilities that are throughout the District. These improvements
are located within the street right-of-ways and dedicated public easements which are within the
boundaries of the District. The landscaping maintenance includes, but is not limited to, the
pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the
trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and
facilities, such as community trails, fencing and irrigation systems, includes but is not limited to,
grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting,
repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and
replacement. Services include personnel, materials, contracting services, utilities, capital projects
Page 403 of 715
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 7
and all necessary costs associated with the maintenance, replacement and repair required to
keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's
intention to continue to use cost effective materials, including the future ability to replace
landscaping with drought resistant or low water use plants, in order to lower expenses of the
District. The breakdown of maintained areas is as follows:
Site #Descriptive Location
SE-1 The east side of East Ave from 480 feet south of Catalpa St to 182 feet north of
Catalpa St. The north and south side of Catalpa St from East Ave to Brownstone Pl.
The west side of Brownstone Pl from Catalpa St to 150 feet south of Catalpa St. Not
including the frontage parkway at 6649 East Ave.
Ground Cover area:10,355 square feet
Turf area: 6,258 square feet
Hardscape area: 4,050 square feet
SE-2 The south side of Fisher Dr from 361 feet east of East Ave to 210 feet east of
Starstone Pl.
Ground Cover area: 9,366 square feet
Hardscape area: 4,074 square feet
SE-3 The south side of Fisher Dr from 860 feet west of Mulberry St to Mulberry St.
Ground Cover area: 3,676 square feet
Hardscape area: 6,910 square feet
SE-4 The east of side of East Ave from 700 feet south of Fisher Dr to Fisher Dr. The south
side of Fisher Dr from East Ave to 358 feet east of East Ave.
Ground Cover area: 5,174 square feet
Hardscape area: 10,694 square feet
Ground cover, shrubs and turf areas that make up parkways, median islands and paseos are
maintained under contract by a private landscape maintenance company.
With a Majority Protest for the Proposition 218 Ballot Initiative in September 2010, the City
stopped maintaining the north side of Fisher Dr and reduced the service level to a B.
Map of Improvements
The following page shows the map of landscaping improvements, including irrigation sites and
community trails, to be maintained using District funds.
Page 404 of 715
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 7
Page 405 of 715
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 7
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the improvements
as described in the Plans and Specifications are summarized below. Each year, as part of the
District levy calculation process, the costs and expenses are reviewed and the annual costs are
projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 4,160$
Fringe Benefits 2,080
Subtotal - Pe rsonne l 6,240
Ope rations and M ainte nance :
Operations and Maintenanc e:
O & M/General 1,500
Subtotal - Operations and Maintenanc e 1,500
Contrac t Servic es :
Contrac t Services /General 11,670
Tree Maintenanc e 9,000
Subtotal - Contract Services 20,670
Utilities :
W ater Utilities 9,950
Elec tric Utilities 520
Subtotal - Utilities 10,470
Admin./General Overhead 310
Subtotal - Ope rations and M ainte nance 32,950
T otal Expe nditure s Budge t 39,190$
Page 406 of 715
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 7
Fisc al Year
2023/24 Budget
Re v e nue s
T axe s:
Estim ated As s es s ments , Net of Estim ated Delinquenc ies 34,270$
Antic ipated Prior Year Delinquencies Collection 370
Subtotal - T axe s 34,640
Othe r Re v e nue s:
Interes t Earnings 700
T otal Re v e nue s Budge t 35,340
Contribution to/(Use of) Fund Balance (3,850)$
Total Gros s Estim ated As s es s ments 34,261.02$
Total District EBU Count 226.22
Actual Asses sm ent per EBU - Fisc al Year 2023/24 151.45$
Maxim um Allowable As ses s m ent per EBU - Fis cal Year 2023/24 151.45$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved when the District was formed, and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City will
review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of
maintenance, available fund balance and maximum allowable assessment with the goal of
maintaining the improvements in a satisfactory and healthy condition. The actual assessment
amount may be lower than the maximum allowable assessment; however, it may not exceed the
maximum unless the increase is approved by the property owners in accordance with
Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the estimated
costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year,
or when the City expects to receive its apportionment of special assessments and tax collections
from the County, whichever is later. The reserve balance information for the District is as follows:
Operating Res erve
Es tim ated Reserve Fund Balanc e, June 30, 2023 45,348$
Contribution to/(Us e of) Reserve - Fisc al Year 2023/24 (3,850)
Es tim ated Reserve Fund Balanc e, June 30, 2024 41,498$
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Fiscal Year 2023/24 ATTACHMENT 7
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform maintenance
duties within the boundaries of the District.
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the District improvements.
Utilities: This item includes the costs to furnish electricity, water, and telephone services, as
required, for the operation and maintenance of the sprinklers and irrigation controllers in the
District.
Assessment Administration: This item includes the cost of all particular departments and staff
of the City, as well as consultants, for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality of
service provided within the boundaries of the District. This may include new monuments, irrigation
systems, and other large improvements.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field
User Group Rentals, and parking permits (Metrolink Station paid parking).
Page 408 of 715
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 7
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred upon
them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of improvements.
The 1972 Act, permits the establishment of assessment districts for the purpose of providing
certain public improvements which include the operation, maintenance and servicing of
landscaping improvements.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied according
to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division 7
commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of the
improvements, the various areas will receive different degrees of benefit from the improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that publicly
owned properties must be assessed unless there is clear and convincing evidence that those
properties receive no special benefit from the assessment. Exempted from the assessment would
be the areas of public streets, public avenues, public lanes, public roads, public drives, public
courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 7
General Benefit
Section 4 of Article XIII D of the California Constitution provides that once a local agency which
proposes to impose assessments on property has identified those parcels that will have special
benefits conferred upon them and upon which an assessment will be imposed, the local agency
must next "separate the general benefits from the special benefits conferred," and only the special
benefits can be included in the amount of the assessments imposed.
In this District, the improvements being financed consists of the maintenance of local
improvements located within the boundaries of the District and include paseos, street trees,
landscaped areas and appurtenant facilities that are located throughout the District and were
installed to create a common landscape theme and neighborhood identity for parcels within the
District. The improvements are situated within the public rights-of-way of the internal local street
network within the District which provides ingress and egress for parcels within the District to
access the City’s system of arterial streets. City residents and traffic from parcels not within the
District do not use the internal local street network or paseos except for the express purpose of
accessing properties located within the District, and therefore do not benefit from the
improvements. Only parcels which are within the District and proximate to the improvements and
within the District are being assessed. Accordingly, there is a direct physical and visual nexus
between each parcel being assessed and the improvements to be funded by the assessment that
does not exist for parcels outside of the District boundary and that is particular and distinct from
that shared by the public at large. Under these circumstances, all of the benefits conferred are
direct and local in nature, and provide a benefit to only those parcels located within the boundaries
of the District.
Based upon this, it has been determined that there is no quantifiable general benefit to the
surrounding community and the public in general from the maintenance of the improvements
within the boundaries of the District, and therefore no portion of the project costs should be
attributed to general benefit.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District and, as such, confer a special and direct benefit to parcels within the
District by:
•improving the livability, appearance, and desirability for properties within the boundaries
of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing beautification, shade and overall enhancement to properties within the District.
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 7
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since these
improvements, including the community trails, were installed and are maintained specifically for
the properties within the District, only properties within the District receive a special benefit and
are assessed for said maintenance.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the improvements.
Each parcel that has a special benefit conferred upon it as a result of the maintenance and
operation of improvements is identified and the proportionate special benefit derived by each
identified parcel is determined in relationship to the entire costs of the maintenance and operation
of the improvements.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value Multiplie r
Single Fam ily Residential 1.00 Parcel
Non-Res idential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be
based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated rather
than spread the proportionate share of the original assessment.
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 7
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Property T ype (County Use Code )
M aximum
Allowable
Assessme nt
Rate pe r EBU
Actual
Ase ssment Rate
per EBU
T otal
Units/Acres T otal EBUs
Single Family Residential $151.45 $151.45 199.00 199.00
Non-Res idential 151.45 151.45 13.61 27.22
The total amount of maintenance and incidental costs for maintaining the landscaping and
community trail improvements is assessed to the individual parcels of real property within the
District in proportion to the special benefit received by such parcels of real property. The proposed
individual assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and dimensions
of each lot or parcel within the District are those lines and dimensions shown on the maps of the
San Bernardino County Assessor Office, at the time this report was prepared, and are
incorporated by reference herein and made part of this Engineer's Report.
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 7
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Landscape Maintenance District No. 8 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 7
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino.
The following table summarizes the Fiscal Year 2023/24 actual assessments for the District:
Prope rty T ype (County Use Code )
Actual
Assessme nt
Rate per EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssme nt
Single Family Res idential $151.45 199.00 199.00 $30,138.55
Non-Residential 151.45 13.61 27.22 4,122.47
T otals 212.61 226.22 $34,261.02
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There were no effective annexations for Fiscal Year 2023/24.
Page 414 of 715
ATTACHMENT 8
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Landscape Maintenance District No. 9
(Lower Etiwanda)
Page 415 of 715
CITY OF RANCHO CUCAMONGA
LANDSCAPE MAINTENANCE DISTRICT NO. 9
(LOWER ETIWANDA)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 416 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 7
ESTIMATE OF COSTS 9
District Budget 9
Definitions of Budget Items 11
METHOD OF ASSESSMENT 12
Overview 12
General Benefit 13
Special Benefit 13
Method of Assessment Spread 14
Cost of Living Inflator 15
ASSESSMENT DIAGRAM 16
ASSESSMENT ROLL AND ANNEXATIONS 18
Assessment Roll 18
Annexations 18
Page 417 of 715
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 8
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-055, a Resolution Initiating Proceedings for the Levy of Annual Assessments for
Landscape Maintenance District No. 9 (Lower Etiwanda) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an
Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of the 1972 Act.
The Annual Engineer’s Report presents the plans and specifications describing the general
nature, location and extent of the improvements to be maintained, an estimate of the costs of
the maintenance, operations and servicing of the improvements for the District for the
referenced fiscal year, a diagram for the District, showing the area and properties proposed to
be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay the estimated costs of maintenance, operation and servicing of the improvements to be paid
by the assessable real property within the boundaries of the District in proportion to the special
benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2023/24 Budget
Expe nditure s
Pers onnel Servic es 369,350$
Operations and Maintenanc e 378,550
Capital Expenditures 1,600
T otal Expe nditure s Budge t 749,500
Re v e nue s
Taxes :
Es tim ated As s essm ents , Net of Estimated Delinquenc ies 779,040
Antic ipated Prior Year Delinquencies Collec tion 1,380
Subtotal - Taxes 780,420
Other Revenues 36,200
T otal Re v e nue s Budge t 816,620
Contribution to/(Use of) Fund Balance 67,120$
Total District EBU Count 2,497.56
Ac tual Asses s m ent per EBU 311.92$
Maxim um Allowable As s ement per EBU 694.36$
Page 418 of 715
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 8
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
Page 419 of 715
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 8
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement or facility such as paseos, community trails, fencing and irrigation
systems, and providing for the growth, vigor and care of the trees and landscape
plant materials. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting of landscape or appurtenant facilities. This
shall also include material, vehicle, equipment, capital improvements and
administrative costs associated with the annual administration and operation of
the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 8
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area known as Lower Etiwanda, which is south of
Victoria St, north of Foothill Blvd, generally east of Etiwanda Ave and the I-15 Freeway and west
of East Ave. Typically, parcels have been annexed to the District as they have developed.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements maintained by the District include the paseos, community trails, trees,
landscaped sites and appurtenant facilities that are throughout the District. These improvements
are located within the street right-of-ways and dedicated public easements which are within the
boundaries of the District. The landscaping maintenance includes, but is not limited to, the
pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the
trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and
facilities, such as community trails, fencing and irrigation systems, includes but is not limited to,
grading and replacement of trail surfacing, trail fence repair and replacement, steel fence
painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting,
Page 421 of 715
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 8
repair and replacement. Services include personnel, materials, contracting services, utilities,
capital projects and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In
addition, it is the City's intention to continue to use cost effective materials, including the future
ability to replace landscaping with drought resistant or low water use plants, in order to lower
expenses of the District. The breakdown of maintained areas is as follows:
Parks: Garcia Park (formerly known as South Etiwanda Park).
Site #Descriptive Location
9-1 The west side of East Ave from 380 feet north of Chateau Dr to 290 feet south of
Chateau Dr.
Ground Cover area:7,244 square feet
Hardscape area:7,525 square feet
9-2 The west side of East Ave from 339 feet north of Brookfield Dr to 157 north of
Brookfield Dr. Brookfield Dr from East Ave to Oakcrest Ct. The east side of
Oakcrest Ct to 137 feet north of Brookfield Dr.
Ground Cover area:2,390 square feet
Hardscape area:6,874 square feet
9-3 The west side of East Ave from 790 feet north of Highfield Dr to 256 feet south of
Highfield Dr.
Ground Cover area: 8,769 square feet
Hardscape area:10,669 square feet
9-4 The west side of East Ave from 295 feet north of Via Veneto Dr To Via Veneto Dr.
The north side of Via Veneto Dr From East Ave to Dolcetto Pl. The east side of
Dolcetto Pl from Via Veneto Dr to Miller Ave. The south side of Miller Ave from 372
feet west of Dolcetto Pl to 240 feet east of Dolcetto Pl. The west side of Dolcetto Pl
from Miller Ave to Garcia Dr. The north side of Garcia Dr from Dolcetto Pl to
Etiwanda Ave.
Ground Cover area:48,612 square feet
Hardscape area:28,746 square feet
9-5 The north side of Miller Ave from 429 feet west of Dolcetto Pl to 1029 feet west of
Dolcetto Pl.
Ground Cover area:6,519 square feet
Hardscape area:3,325 square feet
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 8
9-6 The north side of Miller Ave from 254 feet east of Dolcetto Pl to 167 feet west of
Dolcetto Pl.
Ground Cover area:4,089 square feet
Hardscape area:2,854 square feet
9-8 The south side of Base Line Rd from Etiwanda Ave to Shelby Pl. The Base Line Rd
median from Etiwanda Ave to 473 feet east of Shelby Pl.
Ground Cover area:16,395 square feet
Hardscape area:14,558 square feet
9-9 The north side of Candlewood St from Exbury Pl to Etiwanda Ave.
Ground Cover area:3,362 square feet
Hardscape area: 786 square feet
9-10 The north side of Base Line Rd from 522 feet east of Forester Pl to 180 feet west of
Forester Pl. The Base Line Rd median from 503 feet east of Forester Pl to 200 feet
west of Forester Pl.
Ground Cover area:16,930 square feet
Hardscape area:13,600 square feet
9-11 The north side of Mueller Ct from 40 feet past the east end of Mueller Ct to 20 feet
east of Dicarlo Pl.
Ground Cover area:9,420 square feet
Hardscape area: 742 square feet
9-12 The north and south sides of Highland Ave from 217 feet west of Norcia Dr to 210 feet
east of Dicarlo Pl.
Ground Cover area:12,471 square feet
Hardscape area:14,445 square feet
9-13 The south side of Carnesi Dr from Etiwanda Ave to 395 feet east of Murietta Ct.
Ground Cover area:8,919 square feet
Hardscape area:6,203 square feet
9-14 The west side of East Ave from 665 feet north of Miller Ave to Miller Ave. The north
side of Miller Ave from East Ave to 667 feet west of East Ave.
Ground Cover area: 9,150 square feet
Hardscape area:16,226 square feet
9-15 The north side of Base Line Rd from Shelby Pl to 343 feet east of Shelby Pl.
Ground Cover area:3,480 square feet
Hardscape area:4,638 square feet
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 8
9-16 The east side of Dolcetto Pl from Garcia Dr to Via Veneto Dr. The south side of Via
Veneto Dr from Dolcetto Pl to East Ave. The west side of East Ave from Via Veneto
Dr to 276 feet south of Via Veneto Dr.
Ground Cover area:16,310 square feet
Hardscape area:13,411 square feet
9-17 The east side of Etiwanda Ave from 145 feet south of Miller Ave to Miller Ave. The
south side of Miller Ave from Etiwanda Ave to Three Vines Pl.
Ground Cover area: 7,535 square feet
Hardscape area: 6,130 square feet
FH-17 The Foothill Blvd median from Etiwanda Ave to Cornwell Ct.
Ground Cover area:8,275 square feet
Ground cover, shrubs and turf areas that make up parkways, median islands and paseos are
maintained under contract by a private landscape maintenance company. Parks are maintained
by the City’s Park Maintenance Crews.
Map of Improvements
The following page shows the map of landscaping improvements, including irrigation sites and
community trails, to be maintained using District funds.
Page 424 of 715
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 8
Page 425 of 715
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 8
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fis cal Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 226,890$
Part-time Salaries 22,420
Fringe Benefits 120,040
Subtotal - Pe rsonne l 369,350
Ope rations and Mainte nance :
Operations and Maintenanc e:
O & M/General 17,800
Em ergenc y Equipment and Vehic le Rental 1,200
Subtotal - Operations and Maintenanc e 19,000
Contract Services :
Contrac t Servic es /General 139,970
Tree Maintenanc e 56,650
Subtotal - Contrac t Services 196,620
Utilities:
W ater Utilities 81,030
Elec tric Utilities 4,340
Subtotal - Utilities 85,370
Ass es sm ent Adm inis tration 5,240
Adm in./General O verhead 72,320
Subtotal - O pe rations and M ainte nance 378,550
Capital Expe nditure s:
Captial Outlay - Equipment 1,600
Subtotal - Capital Expe nditure s 1,600
T otal Expe nditure s Budge t 749,500$
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 8
Fisc al Year
2023/24 Budget
Re v e nue s
T axe s:
Estim ated As s ess ments , Net of Estimated Delinquencies 779,040$
Antic ipated Prior Year Delinquenc ies Collec tion 1,380
Subtotal - T axe s 780,420
Othe r Re v e nue s:
Interest Earnings 33,140
Park Maintenanc e Fees 2,950
Sports Field User Group Rentals 110
Subtotal - Othe r Re v e nue s:36,200
T otal Re v e nue s Budge t 816,620
Contribution to/(Use of) Fund Balance 67,120$
Total Gros s Estim ated As s es s ments 779,038.89$
Total District EBU Count 2,497.56
Actual Asses sm ent per EBU - Fisc al Year 2023/24 311.92$
Maxim um Allowable As ses s m ent per EBU - Fis cal Year 2023/24 694.36$
Each year, prior to the assessments being placed on the tax roll, the City will review the budget
and determine the amount needed to maintain the improvements for the upcoming fiscal year.
The actual assessment per Equivalent Benefit Unit (EBU) will be based on the estimated costs
of maintenance, available fund balance and maximum allowable assessment with the goal of
maintaining the improvements in a satisfactory and healthy condition. The actual assessment
amount may be lower than the maximum allowable assessment; however, it may not exceed the
maximum unless the increase is approved by the property owners in accordance with
Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Res erve
Es tim ated Reserve Fund Balanc e, June 30, 2023 1,769,635$
Contribution to/(Us e of) Reserve - Fisc al Year 2023/24 67,120
Es tim ated Reserve Fund Balanc e, June 30, 2024 1,836,755$
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 8
The City has reserve funds that are more than sufficient to cover an estimated six months’ worth
of maintenance and servicing costs for the District. When there are excess funds in the District’s
reserve account, the excess can be used to lower the annual levy to property owners within the
District. The City will continue to annually review the estimated costs and expenses for the
District as well as reserve fund levels, in order to determine if future levies can be reduced as
well.
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the District improvements.
Utilities: This item includes the costs to furnish electricity, water, and telephone services, as
required, for the operation and maintenance of the sprinklers and irrigation controllers in the
District.
Assessment Administration: This item includes the cost of all particular departments and
staff of the City, as well as consultants, for providing the administration, coordination and
management of District services, operations, and incidental expenses related to the District.
This item also includes creation of an annual Engineer's Report, resolutions and placing the
assessment amounts onto the County tax roll each year, along with responding to any public
inquiries and future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include new monuments,
irrigation systems, and other large improvements.
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 8
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports
Field User Group Rentals, and parking permits (Metrolink Station paid parking).
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the operation, maintenance and
servicing of landscaping improvements.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 8
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
General Benefit
Section 4 of Article XIII D of the California Constitution provides that once a local agency which
proposes to impose assessments on property has identified those parcels that will have special
benefits conferred upon them and upon which an assessment will be imposed, the local agency
must next "separate the general benefits from the special benefits conferred," and only the
special benefits can be included in the amount of the assessments imposed.
In this District, the improvements being financed consists of the maintenance of local
improvements located within the boundaries of the District and include paseos, street trees,
landscaped areas and appurtenant facilities that are located throughout the District and were
installed to create a common landscape theme and neighborhood identity for parcels within the
District. The improvements are situated within the public rights-of-way of the internal local street
network within the District which provides ingress and egress for parcels within the District to
access the City’s system of arterial streets. City residents and traffic from parcels not within the
District do not use the internal local street network or paseos except for the express purpose of
accessing properties located within the District, and therefore do not benefit from the
improvements. Only parcels which are within the District and proximate to the improvements
and within the Assessment District are being assessed. Accordingly, there is a direct physical
and visual nexus between each parcel being assessed and the improvements to be funded by
the assessment that does not exist for parcels outside of the District boundary and that is
particular and distinct from that shared by the public at large. Under these circumstances, all of
the benefits conferred are direct and local in nature, and provide a benefit to only those parcels
located within the boundaries of the District.
Based upon this, it has been determined that there is no quantifiable general benefit to the
surrounding community and the public in general from the maintenance of the improvements
within the boundaries of the District, and therefore no portion of the project costs should be
attributed to general benefit.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District and, as such, confer a special and direct benefit to parcels within
the District by:
•improving the livability, appearance, and desirability for properties within the boundaries
of the District, and
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Fiscal Year 2023/24 ATTACHMENT 8
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing beautification, shade and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements, including the community trails, were installed and are maintained
specifically for the properties within the District, only properties within the District receive a
special benefit and are assessed for said maintenance.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements is identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use}, and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value M ultiplie r
Single Family Res idential 1.00 Parcel
Multi-Family Residential 1.00 Unit
Non-Residential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 8
The following summarizes the Fiscal Year 2023/24 maximum allowable assessment rates for
the District:
Prope rty T ype (County Use Code )
M aximum
Allowable
Asse ssment
Rate pe r EBU
Actual
Ase ssment Rate
per EBU
T otal
Units/Acres T otal EBUs
Single Family Residential $694.36 $311.92 1,080.00 1,080.00
Multi-Fam ily Residential 694.36 311.92 1,381.00 1,381.00
Non-Residential 694.36 311.92 18.28 36.56
The total amount of maintenance and incidental costs for maintaining the landscaping and
community trail improvements is assessed to the individual parcels of real property within the
District in proportion to the special benefit received by such parcels of real property. The
proposed individual assessments are shown on the assessment roll in this report.
Cost of Living Inflator
Each fiscal year beginning with Fiscal Year 2001/02, the maximum allowable assessment may
be increased each year, based upon the Consumer Price Index ("CPI"), All Urban Consumers
(CPI-U), for the Riverside – San Bernardino – Ontario Consumer Price Index area, as
determined by the United States Department of Labor, Bureau of Labor Statistics, or its
successor. The Engineer shall compute the percentage difference between the CPI for March of
each year and the CPI for the previous March, and shall then adjust the existing assessment by
an amount not to exceed such percentage for the following fiscal year. Should the Bureau of
Labor Statistics revise such index or discontinue the preparation of such index, the Engineer
shall use the revised index or a comparable system as approved by the City Council for
determining fluctuations in the cost of living. If for any reason the percentage change is negative
the maximum allowable assessment would not be decreased by reason of such negative
percentage change and would remain at the amount as computed on the previous fiscal year
regardless of any CPI adjustment. The annual assessment cannot exceed the actual costs to
operate the District in any given year. If operating costs are such that the maximum assessment
amount is not needed, the City would levy only what is needed for that year.
The actual assessment rate for Fiscal Year 2023/24 will remain at $311.92 per single family
residence.
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Landscape Maintenance District No. 9 – City of Rancho Cucamonga 16
Fiscal Year 2023/24 ATTACHMENT 8
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the San Bernardino County Assessor Office, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
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Fiscal Year 2023/24 ATTACHMENT 8
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Fiscal Year 2023/24 ATTACHMENT 8
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2023/24 actual assessments for the
District:
Prope rty T ype (County Use Code)
Actual
Asse ssme nt
Rate per EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssme nt
Single Family Residential $311.92 1,080.00 1,080.00 $336,873.60
Multi-Fam ily Residential 311.92 1,381.00 1,381.00 430,761.52
Non-Res idential 311.92 18.28 36.56 11,403.77
T otals 2,479.28 2,497.56 $779,038.89
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2023/24:
Apn
Annexation
Date Proje ct Name
T otal Units/
Acre s T otal EBUs Property T ype
1100-201-08 01/19/22 DRC2014-01130 193.00 193.00 Multi-Family Res
1100-191-04 02/02/22 SUBTT20148 131.00 131.00 Multi-Family Res
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ATTACHMENT 9
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Landscape Maintenance District No. 10
(Rancho Etiwanda)
Page 436 of 715
CITY OF RANCHO CUCAMONGA
LANDSCAPE MAINTENANCE DISTRICT NO. 10
(RANCHO ETIWANDA)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
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TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 7
ESTIMATE OF COSTS 9
District Budget 9
Definitions of Budget Items 11
METHOD OF ASSESSMENT 12
Overview 12
General Benefit 13
Special Benefit 13
Method of Assessment Spread 14
Cost of Living Inflator 15
ASSESSMENT DIAGRAM 15
ASSESSMENT ROLL and ANNEXATIONS 17
Assessment Roll 17
Annexations 17
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 9
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscape and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-055, a Resolution Initiating Proceedings for the Levy of Annual Assessments for
Landscape Maintenance District No. 10 (Rancho Etiwanda) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an
Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of the 1972 Act.
The Annual Engineer’s Report presents the plans and specifications describing the general
nature, location and extent of the improvements to be maintained, an estimate of the costs of
the maintenance, operations and servicing of the improvements for the District for the
referenced fiscal year, a diagram for the District, showing the area and properties proposed to
be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay the estimated costs of maintenance, operation and servicing of the improvements to be paid
by the assessable real property within the boundaries of the District in proportion to the special
benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2023/24 Budget
Expe nditure s
Pers onnel Servic es 294,950$
Operations and Maintenanc e 528,680
Capital Expenditures 390,400
T otal Expe nditure s Budge t 1,214,030
Re v e nue s
Taxes :
Es tim ated As s essm ents , Net of Estimated Delinquenc ies 664,310
Antic ipated Prior Year Delinquencies Collec tion 5,550
Subtotal - Taxes 669,860
Other Revenues 53,050
T otal Re v e nue s Budge t 722,910
Contribution to/(Use of) Fund Balance (491,120)$
Total District EBU Count 786.00
Ac tual Asses s m ent per EBU 845.17$
Maxim um Allowable As s es sm ent per EBU 1,068.49$
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 9
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 9
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement or facility such as paseos, community trails, fencing and irrigation
systems, and providing for the growth, vigor and care of the trees and landscape
plant materials. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting of landscape or appurtenant facilities. This
shall also include material, vehicle, equipment, capital improvements and
administrative costs associated with the annual administration and operation of
the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 9
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area known as Rancho Etiwanda, which lies north of
the 210 Freeway, east of Day Creek Channel, and west of Bluegrass Ave. Typically parcels
have been annexed to the District as they have developed.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements maintained by the District include the paseos, community trails, trees,
landscaped sites and appurtenant facilities that are throughout the District. These improvements
are located within the street right-of-ways and dedicated public easements which are within the
boundaries of the District. The landscaping maintenance includes, but is not limited to, the
pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the
trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and
facilities, such as community trails, fencing and irrigation systems, includes but is not limited to,
grading and replacement of trail surfacing, trail fence repair and replacement, steel fence
painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting,
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 9
repair and replacement. Services include personnel, materials, contracting services, utilities,
capital projects and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In
addition, it is the City's intention to continue to use cost effective materials, including the future
ability to replace landscaping with drought resistant or low water use plants, in order to lower
expenses of the District. The breakdown of maintained areas is as follows:
Parks: Day Creek Park.
Site #Descriptive Location
10-1 The west side of Day Creek Blvd from 790 feet north of Richfield Dr to Wilson Ave.
The north side of Wilson Ave from Day Creek Blvd to 227 feet west of Day
Creek Blvd. This site overlaps 10-2.
Ground Cover area:16,941 square feet
Hardscape area: 3,589 square feet
10-2 The north and south side of Wilson Ave from 497 feet west of Alvarado Pl to Day
Creek Blvd. The south side of Wilson Ave from Day Creek Blvd to Bluegrass Ave.
The Wilson Ave median from Day Creek Blvd to Bluegrass Ave.
Ground Cover area:47,275 square feet
Hardscape area: 6,444 square feet
10-3 The west side of Day Creek Blvd from Wilson Ave to 144 feet south of Clydesdale Dr.
The Day Creek Blvd median from Wilson Ave to Banyan St.
Ground Cover area:32,619 square feet
Hardscape area:10,983 square feet
10-4 The east side of Day Creek Blvd from 648 feet south of Keenland Dr to Wilson Ave.
Ground Cover area:15,952 square feet
Hardscape area: 4,365 square feet
10-5 The west side of Bluegrass Ave from Wilson Ave to 705 feet south of Challendon Dr.
Ground Cover area:26,882 square feet
Hardscape area:12,220 square feet
10-6 The south side of Banyan St from Rochester Ave to Day Creek Blvd. The north side of
Banyan St from 427 feet west of Rocking Horse Pl to Rocking Horse Pl. The west side
of Day Creek Blvd from Banyan St to Vintage Dr. The north side of Vintage Dr from
Day Creek Blvd to the paseo ending 153 feet west of Sandhill Pl.
Ground Cover area:44,000 square feet
Hardscape area:16,197 square feet
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10-7 The north side of Vintage Dr from 180 feet east of Taylor Canon Pl to Day Creek Blvd.
The east side of Day Creek Blvd from Vintage Dr to Banyan St. The south side of
Banyan St from Day Creek Blvd to Bluegrass Ave.
Ground Cover area:22,164 square feet
Hardscape area:11,724 square feet
10-8 The landscape against the south side facing wall north of the 210 freeway from the
top of the slope on the east side of Day Creek Blvd to 300 feet eastward. The Day
Creek Blvd median from the 210 freeway to Vintage Dr. The east side of Day Creek
Blvd from Caltrans ROW to Vintage Dr. The south side of Vintage Dr from Day Creek
Blvd to 180 feet east of Taylor Canyon Pl.
Ground Cover area:16,841 square feet
Hardscape area: 7,025 square feet
10-9 The north side of Coyote Dr from Brookstone Pl to Day Creek Blvd. The east side of
Day Creek Blvd from Coyote Dr to 358 feet north of Coyote Dr. The west side of Day
Creek Blvd from 118 feet north of Coyote Dr to 380 feet north of Coyote Dr.
Ground Cover area:9,403 square feet
Hardscape area:6,052 square feet
10-10 The north side of Wilson Ave from 395 feet east of Day Creek Blvd to Day Creek Blvd.
The east side of Day Creek Blvd from Wilson Ave to Blackstone Dr. The south side of
Blackstone Dr from Day Creek Blvd to Stoneview Rd. The north side of Blackstone Dr
from Day Creek Blvd to 165 feet west of Stoneview Rd.
Ground Cover area:26,304 square feet
Hardscape area:19,117 square feet
10-11 The west side of Day Creek Blvd from 340 feet north of Banyan St to Banyan St. The
north side of Banyan St from Day Creek Blvd to Rocking Horse Pl.
Ground Cover area:20,378 square feet
Hardscape area:11,212 square feet
10-12 The paseo on the east side of Stoneview Rd across from Duncaster Pl.
Ground Cover area:3,326 square feet
Hardscape area:2,374 square feet
10-13 The west side of Day Creek Blvd from 340 feet south of Vintage Dr to 915 feet south
of Vintage Dr.
Ground Cover area:27,416 square feet
Hardscape area:16,167 square feet
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Fiscal Year 2023/24 ATTACHMENT 9
10-14 The south side of Vintage Dr from Saddle Tree Pl to Day Creek Blvd. The west side
of Day Creek Blvd from Vintage Dr to 325 feet south of Vintage Dr.
Ground Cover area: 7,777 square feet
Hardscape area: 8,101 square feet
*This sites irrigation pump and valves are powered from site 10-13
Ground cover, shrubs and turf areas that make up parkways, median islands and paseos are
maintained under contract by a private landscape maintenance company. Parks are maintained
by the City’s Park Maintenance Crews.
Map of Improvements
The following page shows the map of landscaping improvements, including irrigation sites and
community trails, to be maintained using District funds.
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Fiscal Year 2023/24 ATTACHMENT 9
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Fiscal Year 2023/24 ATTACHMENT 9
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 164,680$
Overtime Salaries 1,050
Part-time Salaries 36,110
Fringe Benefits 93,110
Subtotal - Pe rsonne l 294,950
Ope rations and Mainte nance :
Operations and Maintenance:
O & M/General 18,270
O & M/Facilities 26,650
Em ergency Equipment and Vehicle Rental 3,600
Equip Operations & Maint 1,000
Subtotal - Operations and Maintenanc e 49,520
Contract Servic es:
Contrac t Servic es /General 194,520
Contrac t Serv/Facilities 4,160
Tree Maintenanc e 21,090
Subtotal - Contrac t Services 219,770
Utilities:
W ater Utilities 142,380
Elec tric Utilities 18,100
Subtotal - Utilities 160,480
As s es s m ent Adm inis tration 2,820
Admin./General Overhead 95,440
Misc Contributions to City 650
Subtotal - Ope rations and M ainte nance 528,680
Capital Expe nditure s:
Captial Outlay - Equipment 6,400
Captial Projec t 384,000
Subtotal - Capital Expe nditure s 390,400
T otal Expe nditure s Budge t 1,214,030$
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Landscape Maintenance District No. 10 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 9
Fis c al Year
2023/24 Budget
Re v e nue s
T axe s:
Estimated Asses s m ents , Net of Es tim ated Delinquencies 664,310$
Antic ipated Prior Year Delinquenc ies Collec tion 5,550
Subtotal - T axe s 669,860
Othe r Re v e nue s:
Interes t Earnings 21,540
Other Rental/Leas e Inc om e 27,220
Park Maintenance Fees 180
Sports Field Us er Group Rentals 40
Sports Lighting Fees 3,970
Other Revenue 100
Subtotal - Othe r Re v e nue s:53,050
T otal Re v e nue s Budge t 722,910
Contribution to/(Use of) Fund Balance (491,120)$
Total Gros s Es tim ated As s essments 664,303.62$
Total Dis tric t EBU Count 786.00
Ac tual Ass es sm ent per EBU - Fis c al Year 2023/24 845.17$
Maximum Allowable As s essm ent per EBU - Fis c al Year 2023/24 1,068.49$
Each year, prior to the assessments being placed on the tax roll, the City will review the budget
and determine the amount needed to maintain the improvements for the upcoming fiscal year.
The actual assessment per Equivalent Benefit Unit (EBU) will be based on the estimated costs
of maintenance, available fund balance and maximum allowable assessment with the goal of
maintaining the improvements in a satisfactory and healthy condition. The actual assessment
amount may be lower than the maximum allowable assessment; however, it may not exceed the
maximum unless the increase is approved by the property owners in accordance with
Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Res erve
Estimated Res erve Fund Balance, June 30, 2023 1,323,245$
Contribution to/(Use of) Res erve - Fis c al Year 2023/24 (491,120)
Estimated Res erve Fund Balance, June 30, 2024 832,125$
Page 448 of 715
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 9
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the District improvements.
Utilities: This item includes the costs to furnish electricity, water, and telephone services, as
required, for the operation and maintenance of the sprinklers and irrigation controllers in the
District.
Assessment Administration: This item includes the cost of all particular departments and
staff of the City, as well as consultants, for providing the administration, coordination and
management of District services, operations, and incidental expenses related to the District.
This item also includes creation of an annual Engineer's Report, resolutions and placing the
assessment amounts onto the County tax roll each year, along with responding to any public
inquiries and future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include new monuments,
irrigation systems, and other large improvements.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports
Field User Group Rentals, and parking permits (Metrolink Station paid parking).
Page 449 of 715
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 9
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the operation, maintenance and
servicing of landscaping improvements.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Page 450 of 715
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 9
General Benefit
Section 4 of Article XIII D of the California Constitution provides that once a local agency which
proposes to impose assessments on property has identified those parcels that will have special
benefits conferred upon them and upon which an assessment will be imposed, the local agency
must next "separate the general benefits from the special benefits conferred," and only the
special benefits can be included in the amount of the assessments imposed.
In this District, the improvements being financed consists of the maintenance of local
improvements located within the boundaries of the District and include paseos, street trees,
landscaped areas and appurtenant facilities that are located throughout the District and were
installed to create a common landscape theme and neighborhood identity for parcels within the
District. The improvements are situated within the public rights-of-way of the internal local street
network within the District which provides ingress and egress for parcels within the District to
access the City’s system of arterial streets. City residents and traffic from parcels not within the
District do not use the internal local street network or paseos except for the express purpose of
accessing properties located within the District, and therefore do not benefit from the
improvements. Only parcels which are within the District and proximate to the improvements
and within the District are being assessed. Accordingly, there is a direct physical and visual
nexus between each parcel being assessed and the improvements to be funded by the
assessment that does not exist for parcels outside of the District boundary and that is particular
and distinct from that shared by the public at large. Under these circumstances, all of the
benefits conferred are direct and local in nature, and provide a benefit to only those parcels
located within the boundaries of the District.
Based upon this, it has been determined that there is no quantifiable general benefit to the
surrounding community and the public in general from the maintenance of the improvements
within the boundaries of the District, and therefore no portion of the project costs should be
attributed to general benefit.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District and, as such, confer a special and direct benefit to parcels within
the District by:
•improving the livability, appearance, and desirability for properties within the boundaries
of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing beautification, shade and overall enhancement to properties within the District.
Page 451 of 715
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 9
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements, including the community trails, were installed and are maintained
specifically for the properties within the District, only properties within the District receive a
special benefit and are assessed for said maintenance.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements is identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. The following table provides the weighting factors
applied to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value M ultiplie r
Single Fam ily Res idential 1.00 Parcel
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following summarizes the Fiscal Year 2023/24 maximum allowable assessment rates for
the District:
Prope rty T ype (County Use Code)
Maximum
Allowable
Assessme nt
Rate pe r EBU
Actual
Asessme nt Rate
per EBU
T otal
Units/Acres T otal EBUs
Single Fam ily Residential $1,068.49 $845.17 786.00 786.00
Page 452 of 715
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 9
The total amount of maintenance and incidental costs for maintaining the landscaping and
community trail improvements is assessed to the individual parcels of real property within the
District in proportion to the special benefit received by such parcels of real property. The
proposed individual assessments are shown on the assessment roll in this report.
Cost of Living Inflator
Each fiscal year beginning with Fiscal Year 2002/03, the maximum allowable assessment may
increase each year, based upon the Consumer Price Index ("CPI"), All Urban Consumers (CPI-
U), for the Riverside – San Bernardino – Ontario Consumer Price Index area, as determined by
the United States Department of Labor, Bureau of Labor Statistics, or its successor. The
Engineer shall compute the percentage difference between the CPI for March of each year and
the CPI for the previous March, and shall then adjust the existing assessment by an amount not
to exceed such percentage for the following fiscal year. Should the Bureau of Labor Statistics
revise such index or discontinue the preparation of such index, the Engineer shall use the
revised index or a comparable system as approved by the City Council for determining
fluctuations in the cost of living. If for any reason the percentage change is negative the
maximum allowable assessment would not be decreased by reason of such negative
percentage change and would remain at the amount as computed on the previous fiscal year
regardless of any CPI adjustment. The annual assessment cannot exceed the actual costs to
operate the District in any given year. If operating costs are such that the maximum assessment
amount is not needed, the City would levy only what is needed for that year.
The actual assessment rate for Fiscal Year 2023/24 will increase from $804.92 to $845.17 per
single-family residence, a CPI increase of 5.0% as compared to Fiscal Year 2022/23.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the San Bernardino County Assessor Office, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Page 453 of 715
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 16
Fiscal Year 2023/24 ATTACHMENT 9
Page 454 of 715
____________________________________________________________________________
Landscape Maintenance District No. 10 – City of Rancho Cucamonga 17
Fiscal Year 2023/24 ATTACHMENT 9
ASSESSMENT ROLL and ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following tables summarize the Fiscal Year 2023/24 actual assessment for the
District:
Property T ype (County Use Code )
Actual
Asse ssment
Rate pe r EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssme nt
Single Family Residential $845.17 786.00 786.00 $664,303.62
T otals 786.00 786.00 $664,303.62
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There are no effective annexations for Fiscal Year 2023/24.
Page 455 of 715
ATTACHMENT 10
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Street Lighting Maintenance District No. 1
(Arterials)
Page 456 of 715
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 1
(ARTERIALS)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 457 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 458 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 10
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-058, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street
Lighting Maintenance District No. 1 (Arterial) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of
the 1972 Act. The Annual Engineer’s Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fisc al Year
2023/24 Budget
Expe nditure s
Pers onnel Services 40,980$
O perations and Maintenanc e 869,470
Trans fer Out 111,640
T otal Expe nditure s Budge t 1,022,090
Re v e nue s
Taxes :
Es timated As s es s m ents , Net of Es tim ated Delinquencies 836,100
Antic ipated Prior Year Delinquenc ies Collection 6,890
Subtotal - Taxes 842,990
O ther Revenues 10,700
Trans fer In - CFD Em pire Lakes 16,830
Trans fer In - CFD Street Lighting Servic es 5,920
T otal Re v e nue s Budge t 876,440
Contribution to/(Use of) Fund Balance (145,650)$
Total Dis trict EBU Count 47,051.14
Ac tual Ass ess m ent per EBU 17.77$
Maxim um Allowable As ses sment per EBU 17.77$
Page 459 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 10
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirely of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
Page 460 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 10
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Page 461 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 10
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing, must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as the entire City of Rancho Cucamonga.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Page 462 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 10
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 463 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 10
Page 464 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 10
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 27,320$
Fringe Benefits 13,660
Subtotal - Pe rsonne l 40,980
Ope rations and M ainte nance :
Training 220
Membership Dues 80
O & M/General 48,140
Cellular Tec hnology 2,000
Equipment Operations and Maintenance 500
Subtotal - Operations and Maintenanc e 50,940
Contrac t Servic es:
Contrac t Servic es 47,750
Contrac t Equipment Maintenanc e/Repair 4,280
Subtotal - Contrac t Servic es 52,030
Utilities :
Telephone Utilities 1,500
Electric Utilities 587,960
Subtotal - Utilities 589,460
As s ess ment Adm inis tration 106,710
Admin./General Overhead 70,330
Subtotal - Ope rations and Mainte nance 869,470
T ransfe r Out - Ge ne ral City Stre e t Lights Fund 111,640
T otal Expe nditure s Budge t 1,022,090$
Page 465 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 10
Fis cal Year
2023/24 Budget
Re v e nue s
T axe s:
Estim ated As sess m ents, Net of Estimated Delinquenc ies 836,100$
Antic ipated Prior Year Delinquenc ies Collection 6,890
Subtotal - T axe s 842,990
Othe r Re v e nues:
Interes t Earnings 7,530
Other Revenue - Day Creek Traffic Signal 3,170
Subtotal - Othe r Re v e nue s:10,700
T ransfe r In
Trans fer In - CFD Empire Lakes 16,830
Trans fer In - CFD Street Lighting Servic es 5,920
Subtotal - T ransfer In:22,750
T otal Re v e nue s Budge t 876,440
Contribution to/(Use of) Fund Balance (145,650)$
Total Gross Es timated Asses sments 836,098.74$
Total Dis trict EBU Count 47,051.14
Ac tual As sess m ent per EBU - Fisc al Year 2023/24 17.77$
Maximum Allowable As sess m ent per EBU - Fisc al Year 2023/24 17.77$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estim ated Res erve Fund Balanc e, June 30, 2023 450,416$
Contribution to/(Us e of) Res erve - Fisc al Year 2023/24 (145,650)
Estim ated Res erve Fund Balanc e, June 30, 2024 304,766$
Page 466 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 10
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2023/24, the debt service has been suspended due to the structural
operating deficit and will be routinely monitored.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Page 467 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 10
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
Page 468 of 715
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Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 10
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
•improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing for safe vehicular and pedestrian access for properties within the District, and
•providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
•the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
Page 469 of 715
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Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 10
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment
uses the single-family home as the basic unit of assessment.
A single-family home equals one Equivalent Benefit Unit (EBU). Every other land-use is
converted to EBUs based on an assessment formula that equates to the property's specific
development status, type of development (land-use), and size of the property, as compared to a
single-family home. The following table provides the weighting factors applied to various land-
use types, as assigned by County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Benefit Units
Prope rty T ype (County Use Code )EBU Value M ultiplie r
Single Fam ily Residential 1.00 Parc el
Multi-Family Res idential 1.00 Unit
Non-Res idential 2.00 Ac re
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Page 470 of 715
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Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 10
Prope rty T ype (County Use Code)
M aximum
Allowable
Asse ssme nt Rate
pe r EBU
Actual
Ase ssme nt
Rate pe r EBU
T otal
Units/Acres T otal EBUs
Single Fam ily Residential $17.77 $17.77 28,395.00 28,395.00
Multi-Family Res idential 17.77 17.77 12,373.00 12,373.00
Non-Residential 17.77 17.77 3,141.57 6,283.14
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the County Assessor of the County San Bernardino, at the time this report was
prepared, and are incorporated by reference herein and made part of this Engineer's Report.
Page 471 of 715
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Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 10
Page 472 of 715
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Street Lighting Maintenance District No. 1 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 10
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarize the Fiscal Year 2023/24 actual assessments for the
District:
Property T ype (County Use Code )
Actual
Asse ssment
Rate pe r EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssme nt
Single Family Residential $17.77 28,395.00 28,395.00 $504,579.15
Multi-Family Res idential 17.77 12,373.00 12,373.00 219,868.21
Non-Res idential 17.77 3,141.57 6,283.14 111,651.38
T otals 43,909.57 47,051.14 $836,098.74
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2023/24:
Apn
Anne xation
Date Project Name
T otal Units/
Acres T otal EBUs Prope rty T ype
1100-201-08 01/19/22 DRC2014-01130 193.00 193.00 Multi-Family Res
1090-251-29 02/22/22 PMT2021-03992 1.00 1.00 Single-Family Res
1100-191-04 02/02/22 SUBTT20148 131.00 131.00 Multi-Family Res
0209-032-35 05/04/22 SUBTPM20164 2.32 2.32 Commercial/Industrial
0225-191-09 and -17 06/01/22 SUBTT20344 17.00 17.00 Single-Family Res
0209-361-09 08/03/22 PMT2021-05731 1.00 1.00 Single-Family Res
0202-061-32 11/02/22 SUBTT20353 6.00 6.00 Single-Family Res
0202-981-19 11/16/22 DRC2020-00157 1.00 1.00 Single-Family Res
0229-171-28 11/16/22 DRC2018-00946 1.55 1.55 Commercial/Industrial
0229-032-57 12/07/22 DRC2018-00594 0.79 0.79 Commercial/Industrial
0229-171-02 12/07/22 DRC2019-05590 4.76 4.76 Commercial/Industrial
Page 473 of 715
ATTACHMENT 11
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Street Lighting Maintenance District No. 2
(Local Streets)
Page 474 of 715
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 2
(LOCAL STREETS)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 475 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 476 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 11
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-058, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street
Light Maintenance District No. 2 (Local Streets) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of
the 1972 Act. The Annual Engineer’s Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fisc al Year
2023/24 Budget
Expe nditure s
Operations and Maintenanc e 417,850$
Trans fer Out 109,330
T otal Expe nditure s Budge t 527,180
Re v e nue s
Taxes:
Es timated Ass es sm ents , Net of Es tim ated Delinquenc ies 381,890
Anticipated Prior Year Delinquencies Collection 4,000
Subtotal - Taxes 385,890
Trans fer In -General Fund 96,900
Trans fer In - CFD Empire Lakes 44,240
Trans fer In - CFD Street Lighting Servic es 150
T otal Re v e nue s Budge t 527,180
Contribution to/(Use of) Fund Balance -$
Total Dis tric t EBU Count 9,554.32
Ac tual As s es s ment per EBU 39.97$
Maximum Allowable Ass ement per EBU 39.97$
Page 477 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 11
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirely of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
Page 478 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 11
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 11
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as the entire City west of Haven Ave.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and
installation of LED street lighting specially benefiting the properties within the District has been
added to the improvements.
Page 480 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 11
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 481 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 11
Page 482 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 11
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Ope rations and M ainte nance :
Training 220$
Membership Dues 80
Operations and Maintenanc e 410
Subtotal - Operations and Maintenanc e 710
Contrac t Servic es:
Contrac t Servic es /General 20,990
Contrac t Equipment Maintenace/Repair 50
Subtotal - Contrac t Servic es 21,040
Utilities :
Electric Utilities 367,250
As s ess ment Adm inis tration 26,350
Admin./General Overhead 2,500
Subtotal - Ope rations and Mainte nance 417,850
T ransfe r Out - Ge ne ral Stre e t Lights Fund 109,330
T otal Expe nditure s Budge t 527,180$
Page 483 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 11
Fis cal Year
2023/24 Budget
Re v e nue s
T axe s:
Estimated As s es s ments, Net of Es tim ated Delinquenc ies 381,890$
Antic ipated Prior Year Delinquenc ies Collection 4,000
Subtotal - T axe s 385,890
T ransfe r In
Transfer In - General Fund 96,900
Transfer In - CFD Em pire Lakes 44,240
Transfer In - CFD Street Lighting Servic es 150
141,290
T otal Re v e nue s Budge t 527,180
Contribution to/(Use of) Fund Balance -$
Total Gros s Es tim ated Assessm ents 381,886.16$
Total District EBU Count 9,554.32
Ac tual As sessm ent per EBU - Fiscal Year 2023/24 39.97$
Maximum Allowable As s em ent per EBU - Fis c al Year 2023/24 39.97$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall
not exceed the estimated costs of maintenance and servicing of the improvements prior to
December 10 of the fiscal year, or when the City expects to receive its apportionment of special
assessments and tax collections from the County, whichever is later. The reserve balance
information for the District is as follows:
Operating Res erve
Es tim ated Reserve Fund Balanc e, June 30, 2023 977,769$
Contribution to/(Us e of) Reserve - Fisc al Year 2023/24 -
Es tim ated Reserve Fund Balanc e, June 30, 2024 977,769$
Page 484 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 11
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2023/24, the debt service has been suspended due to the structural
operating deficit and will be routinely monitored.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 11
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
Page 486 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 11
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
•improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing for safe vehicular and pedestrian access for properties within the District, and
•providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
•the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the District that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
Page 487 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 11
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value Multiplie r
Single Fam ily Residential 1.00 Parcel
Multi-Family Res idential 1.00 Unit
Non-Res idential 2.00 Ac re
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
Page 488 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 11
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Prope rty T ype (County Use Code )
Maximum
Allowable
Asse ssme nt
Rate pe r EBU
Actual
Asessment
Rate pe r EBU
T otal
Units/Acre s T otal EBUs
Single Fam ily Res idential $39.97 $39.97 7,339.00 7,339.00
Multi-Family Residential 39.97 39.97 2,145.00 2,145.00
Non-Residential 39.97 39.97 35.16 70.32
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Page 489 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 11
Page 490 of 715
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Street Lighting Maintenance District No. 2 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 11
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2023/24 actual assessments for the
District:
Prope rty T ype (County Use Code )
Actual
Asse ssme nt
Rate per EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssme nt
Single Family Residential $39.97 7,339.00 7,339.00 293,339.83$
Multi-Fam ily Residential 39.97 2,145.00 2,145.00 85,735.65$
Non-Res idential 39.97 35.16 70.32 2,810.68$
T otals 9,519.16 9,554.32 381,886.16$
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2023/24:
Apn
Anne xation
Date Proje ct Name
T otal Units/
Acres T otal EBUs Prope rty T ype
1090-251-29 02/22/22 PMT2021-03992 1.00 1.00 Single-Family Res
1100-191-04 02/02/22 SUBTT20148 131.00 131.00 Multi-Fam ily Res
0209-361-09 08/03/22 PMT2021-05731 1.00 1.00 Single-Family Res
0202-061-32 11/02/22 SUBTT20353 6.00 6.00 Single-Family Res
0202-981-19 11/16/22 DRC2020-00157 1.00 1.00 Single-Family Res
Page 491 of 715
ATTACHMENT 12
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Street Lighting Maintenance District No. 3
(Victoria Planned Community)
Page 492 of 715
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 3
(VICTORIA PLANNED COMMUNITY)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 493 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 494 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 12
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-058, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street
Light Maintenance District No. 3 (Victoria Planned Community) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of
the 1972 Act. The Annual Engineer’s Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fisc al Year
2023/24 Budget
Expe nditure s
Personnel Servic es 52,410$
Operations and Maintenanc e 191,050
Trans fer Out 43,370
T otal Expe nditure s Budge t 286,830
Re v e nue s
Taxes:
Es timated Ass es sm ents , Net of Es tim ated Delinquenc ies 381,410
Anticipated Prior Year Delinquencies Collection 2,730
Subtotal - Taxes 384,140
Other Revenues 11,590
T otal Re v e nue s Budge t 395,730
Contribution to/(Use of) Fund Balance 108,900$
Total Dis tric t EBU Count 8,089.24
Ac tual As s es s ment per EBU 47.15$
Maximum Allowable Ass es sm ent per EBU 47.15$
Page 495 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 12
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
Page 496 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 12
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Page 497 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 12
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area located south of the 210 Freeway, west of
Etiwanda Ave, southwest of the I-15 Freeway and east of Haven Ave, also known as the
Victoria Neighborhood Planned Community, and are more particularly in the diagram of the
District included herein.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Page 498 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 12
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 499 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 12
Page 500 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 12
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 34,940$
Fringe Benefits 17,470
Subtotal - Pe rsonne l 52,410
Ope rations and M ainte nance :
Operations and Maintenanc e:
Training 220
Membership Dues 80
O & M/General 200
Contrac t Servic es 8,050
Contrac t Equipment Maintenanc e/Repair 30
Subtotal - Operations and Maintenanc e 8,580
Electric Utilities 146,200
As s ess ment Adm inis tration 24,820
Admin./General Overhead 11,450
Subtotal - Ope rations and Mainte nance 191,050
T ransfe r Out - Ge ne ral Stre e t Lights Fund 43,370
T otal Expe nditure s Budge t 286,830$
Page 501 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 12
Fisc al Year
2023/24 Budget
Re v e nue s
T axe s:
Es tim ated As ses s m ents , Net of Es tim ated Delinquencies 381,410$
Antic ipated Prior Year Delinquencies Collection 2,730
Subtotal - T axe s 384,140
Othe r Re v e nue s:
Interes t Earnings 11,590
T otal Re v e nue s Budge t 395,730
Contribution to/(Use of) Fund Balance 108,900$
Total Gross Es tim ated As ses s m ents 381,407.64$
Total Dis tric t EBU Count 8,089.24
Ac tual As s ess m ent per EBU - Fisc al Year 2023/24 47.15$
Maximum Allowable Ass es sm ent per EBU - Fis cal Year 2023/24 47.15$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Reserve
Estim ated Res erve Fund Balanc e, June 30, 2023 637,671$
Contribution to/(Us e of) Res erve - Fisc al Year 2023/24 108,900
Estim ated Res erve Fund Balanc e, June 30, 2024 746,571$
Page 502 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 12
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City General
Fund for the acquisition of street lights and installation of LED street lighting within the District.
In FY 2021/22, the outstanding balance of the interfund was fully repaid.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
Page 503 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 12
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Page 504 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 12
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
•improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing for safe vehicular and pedestrian access for properties within the District, and
•providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
•the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed. Upon
the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
Page 505 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 12
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one Equivalent Dwelling Unit (EBU). Every other land-use is
converted to EBUs based on an assessment formula that equates to the property's specific
development status, type of development (land-use), and size of the property, as compared to a
single-family home. The following table provides the weighting factors applied to various land-
use types, as assigned by County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value M ultiplie r
Single Family Res idential 1.00 Parc el
Multi-Fam ily Residential 1.00 Unit
Non-Res idential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Prope rty T ype (County Use Code )
Maximum
Allowable
Assessment
Rate pe r EBU
Actual
Asessme nt Rate
pe r EBU
T otal
Units/Acres T otal EBUs
Single Fam ily Residential $47.15 $47.15 6,843.00 6,843.00
Multi-Family Residential 47.15 47.15 729.00 729.00
Non-Res idential 47.15 47.15 258.62 517.24
Page 506 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 12
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Page 507 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 12
Page 508 of 715
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Street Lighting Maintenance District No. 3 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 12
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2023/24 actual assessments for the
District:
Property T ype (County Use Code )
Actual
Asse ssme nt
Rate pe r EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssment
Single Family Residential $47.15 6,843.00 6,843.00 $322,647.45
Multi-Family Residential 47.15 729.00 729.00 34,372.35
Non-Res idential 47.15 258.62 517.24 24,387.84
T otals 7,830.62 8,089.24 $381,407.64
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There are no effective annexations for Fiscal Year 2023/24.
Page 509 of 715
ATTACHMENT 13
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Street Lighting Maintenance District No. 4
(Terra Vista Planned Community)
Page 510 of 715
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 4
(TERRA VISTA PLANNED COMMUNITY)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 511 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 512 of 715
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 13
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-058, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street
Light Maintenance District No. 4 (Terra Vista Planned Community) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of
the 1972 Act. The Annual Engineer’s Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fisc al Year
2023/24 Budget
Expe nditure s
Personnel Servic es 53,600$
Operations and Maintenanc e 97,670
Debt Servic e 11,220
Transfer Out 20,130
T otal Expe nditure s Budge t 182,620
Re v e nue s
Taxes :
Es timated Asses sm ents , Net of Es tim ated Delinquenc ies 166,400
Antic ipated Prior Year Delinquenc ies Collec tion 730
Subtotal - Taxes 167,130
Other Revenues 1,440
T otal Re v e nue s Budge t 168,570
Contribution to/(Use of) Fund Balance (14,050)$
Total Dis trict EBU Count 5,745.78
Ac tual Ass essm ent per EBU 28.96$
Maxim um Allowable Asses sm ent per EBU 28.96$
Page 513 of 715
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 13
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 13
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 13
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area of the City known as the Terra Vista Planned
Community, which is located north of Foothill Blvd, west of Rochester Ave, east of Haven Ave,
south of Base Line Rd and includes the northeast corner of Base Line Rd and Haven Ave.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 13
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 13
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 13
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 35,730$
Fringe Benefits 17,870
Subtotal - Pe rsonne l 53,600
Ope rations and M ainte nance :
Operations and Maintenanc e:
Training 220
Membership Dues 80
O & M/General 1,070
Contrac t Servic es 3,730
Contrac t Equipment Maintenace/Repair 110
Subtotal - Operations and Maintenanc e 5,210
Utilities :
Electric Utilities 69,260
As s ess ment Adm inis tration 14,420
Admin./General Overhead 8,780
Subtotal - Ope rations and Mainte nance 97,670
De bt Se rv ice :
Interes t Expens e 1,360
Princ ipal Repaym ents 9,860
Subtotal - De bt Se rv ice 11,220
T ransfe r Out - Ge ne ral City Stre e t Lights Fund 20,130
T otal Expe nditure s Budge t 182,620$
Page 519 of 715
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 13
Fiscal Year
2023/24 Budget
Re v e nue s
T axe s:
Estimated Ass es sm ents, Net of Es tim ated Delinquenc ies 166,400$
Anticipated Prior Year Delinquenc ies Collection 730
Subtotal - T axe s 167,130
Othe r Re v e nue s:
Interest Earnings 1,440
T otal Re v e nue s Budge t 168,570
Contribution to/(Use of) Fund Balance (14,050)$
Total Gros s Estimated Ass es sm ents 166,397.79$
Total Dis tric t EBU Count 5,745.78
Ac tual As ses s ment per EBU - Fis c al Year 2023/24 28.96$
Maxim um Allowable As s ess m ent per EBU - Fisc al Year 2023/24 28.96$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Res erve
Es tim ated Res erve Fund Balanc e, June 30, 2023 102,919$
Contribution to/(Us e of) Res erve - Fiscal Year 2023/24 (14,050)
Es tim ated Res erve Fund Balanc e, June 30, 2024 88,869$
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 13
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 13
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 13
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
•improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing for safe vehicular and pedestrian access for properties within the District, and
•providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
•the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
Page 523 of 715
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 13
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one Equivalent Dwelling Unit (EBU). Every other land-use is
converted to EBUs based on an assessment formula that equates to the property's specific
development status, type of development (land-use), and size of the property, as compared to a
single-family home. The following table provides the weighting factors applied to various land-
use types, as assigned by County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code)EBU Value Multiplie r
Single Fam ily Res idential 1.00 Parc el
Multi-Family Residential 0.50 Unit
Non-Res idential 2.00 Ac re
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Property T ype (County Use Code )
M aximum
Allowable
Assessme nt
Rate pe r EBU
Actual
Ase ssme nt Rate
per EBU
T otal
Units/Acre s T otal EBUs
Single Family Residential $28.96 $28.96 2,652.00 2,652.00
Multi-Family Residential 28.96 28.96 5,250.00 2,625.00
Non-Res idential 28.96 28.96 234.39 468.78
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 13
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 13
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Street Lighting Maintenance District No. 4 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 13
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2023/24 actual assessments for the
District:
Prope rty T ype (County Use Code )
Actual
Asse ssme nt
Rate pe r EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssment
Single Family Residential $28.96 2,652.00 2,652.00 $76,801.92
Multi-Family Res idential 28.96 5,250.00 2,625.00 76,020.00
Non-Res idential 28.96 234.39 468.78 13,575.87
T otals 8,136.39 5,745.78 $166,397.79
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There are no effective annexations for Fiscal Year 2023/24.
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ATTACHMENT 14
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Street Lighting Maintenance District No. 5
(Caryn Planned Community)
Page 528 of 715
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 5
(CARYN PLANNED COMMUNITY)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 529 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 530 of 715
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 14
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-058, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street
Light Maintenance District No. 5 (Caryn Planned Community) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of
the 1972 Act. The Annual Engineer’s Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fisc al Year
2023/24 Budget
Expe nditure s
Operations and Maintenanc e 42,100
Trans fer Out 9,560
T otal Expe nditure s Budge t 51,660
Re v e nue s
Taxes:
Es timated Ass es sm ents , Net of Es tim ated Delinquenc ies 44,150
Anticipated Prior Year Delinquencies Collection 490
Subtotal - Taxes 44,640
Trans fer In - General Fund 19,940
T otal Re v e nue s Budge t 64,580
Contribution to/(Use of) Fund Balance 12,920$
Total Dis tric t EBU Count 1,276.00
Ac tual As s es s ment per EBU 34.60$
Maximum Allowable Ass es sm ent per EBU 34.60$
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 14
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefitted Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report, and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
Page 532 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 14
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Page 533 of 715
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 14
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga. The boundaries of the District are
generally described as that area located north of the 210 Freeway, south of Banyan St, west of
Rochester Ave and east of Milliken Ave, also known as the Caryn Planned Community. The
boundaries also include Tract No. 13835 east of Rochester Ave and Tracts No. 13748, 13857
and 13858 west of Milliken Ave.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Page 534 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 14
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 535 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 14
Page 536 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 14
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Ope rations and M ainte nance :
Contrac t Servic es 1,770
Utilities :
Electric Utilities 32,560
As s ess ment Adm inis tration 4,570
Admin./General Overhead 3,200
Subtotal - Ope rations and Mainte nance 42,100
T ransfe r Out - Ge ne ral Stre e t Lights Fund 9,560
T otal Expe nditure s Budge t 51,660$
Fis c al Year
2023/24 Budget
Re v e nue s
T axe s:
Es timated As s ess m ents , Net of Estim ated Delinquenc ies 44,150$
Antic ipated Prior Year Delinquencies Collec tion 490
Subtotal - T axe s 44,640
T ransfe r In
Transfer In - General Fund 19,940
T otal Re v e nue s Budge t 64,580
Contribution to/(Use of) Fund Balance 12,920$
Total Gros s Estim ated Ass es s m ents 44,149.60$
Total Distric t EBU Count 1,276.00
Ac tual Asses s m ent per EBU - Fisc al Year 2023/24 34.60$
Maxim um Allowable Ass es sm ent per EBU - Fis c al Year 2023/24 34.60$
Page 537 of 715
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 14
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Res erve
Es tim ated Reserve Fund Balanc e, June 30, 2023 (94,631)$
Contribution to/(Us e of) Reserve - Fisc al Year 2023/24 12,920
Es tim ated Reserve Fund Balanc e, June 30, 2024 (81,711)$
Page 538 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 14
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2023/24, the debt service has been suspended due to the structural
operating deficit and will be routinely monitored.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Page 539 of 715
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 14
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
Page 540 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 14
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
•improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing for safe vehicular and pedestrian access for properties within the District, and
•providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
•the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
Page 541 of 715
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 14
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined, however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. The following table provides the weighting factors
applied by land-use types, as assigned by County use code, to determine each parcel's EBU
assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value Multiplie r
Single Family Res idential 1.00 Parcel
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Property T ype (County Use Code )
M aximum
Allowable
Assessme nt
Rate pe r EBU
Actual
Ase ssment Rate
per EBU
T otal
Units/Acre s T otal EBUs
Single Family Residential $34.60 $34.60 1,276.00 1,276.00
Page 542 of 715
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Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 14
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Page 543 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 14
Page 544 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 5 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 14
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2023/24 actual assessment for the
District:
Property T ype (County Use Code )
Actual
Asse ssment
Rate pe r EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssme nt
Single Family Residential $34.60 1,276.00 1,276.00 $44,149.60
T otals 1,276.00 1,276.00 $44,149.60
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
There are no effective annexations for Fiscal Year 2023/24.
Page 545 of 715
ATTACHMENT 15
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Street Lighting Maintenance District No. 6
(Commercial Industrial)
Page 546 of 715
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 6
(COMMERCIAL INDUSTRIAL)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 547 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 548 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 15
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-058, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street
Light Maintenance District No. 6 (Commercial Industrial) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of
the 1972 Act. The Annual Engineer’s Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fisc al Year
2023/24 Budget
Expe nditure s
Operations and Maintenanc e 71,830$
Trans fer Out 14,980
T otal Expe nditure s Budge t 86,810
Re v e nue s
Taxes:
Es timated Ass es sm ents , Net of Es tim ated Delinquenc ies 132,360
Anticipated Prior Year Delinquencies Collection 1,610
Subtotal - Taxes 133,970
Other Revenues 1,170
Trans fer In - CFD Street Lighting Servic es 6,610
T otal Re v e nue s Budge t 141,750
Contribution to/(Use of) Fund Balance 54,940$
Total Dis tric t EBU Count 2,574.91
Ac tual As s es s ment per EBU 51.40$
Maximum Allowable Ass essm ent per EBU 51.40$
Page 549 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 15
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefited Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
Page 550 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 15
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Page 551 of 715
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Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 15
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to, express their support for, or opposition
to the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as the commercial and industrial area of the City which is
generally bounded by Foothill Blvd on the north, 4th St on the south, East Ave on the east and
Grove Ave on the west.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Page 552 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 15
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 553 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 15
Page 554 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 15
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Ope rations and M ainte nance :
Operations and Maintenanc e:
Contrac t Servic es 2,780$
Utilities :
Electric Utilities 55,560
As s essm ent Adminis tration 4,030
Adm in./General Overhead 9,460
Subtotal - Ope rations and Mainte nance 71,830
T ransfe r Out - Ge ne ral Stre e t Lights Fund 14,980
T otal Expe nditure s Budge t 86,810$
Page 555 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 15
Fisc al Year
2023/24 Budget
Re v e nue s
T axe s:
Estim ated As ses sments , Net of Es tim ated Delinquencies 132,360$
Anticipated Prior Year Delinquenc ies Collec tion 1,610
Subtotal - T axe s 133,970
Othe r Re v e nue s:
Interes t Earnings 1,170
T ransfe r In:
Transfer In - CFD Street Lighting Services 6,610
T otal Re v e nue s Budge t 141,750
Contribution to/(Use of) Fund Balance 54,940$
Total Gross Estimated As ses sments 132,350.26$
Total District EBU Count 2,574.91
Ac tual Ass ess m ent per EBU - Fis cal Year 2023/24 51.40$
Maximum Allowable Ass es s m ent per EBU - Fisc al Year 2023/24 51.40$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
O perating
Operating Res erve
Es timated Res erve Fund Balance, June 30, 2023 89,199$
Contribution to/(Use of) Reserve - Fiscal Year 2023/24 54,940
Es timated Res erve Fund Balance, June 30, 2024 144,139$
Page 556 of 715
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Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 15
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City General
Fund for the acquisition of street lights and installation of LED street lighting within the District.
In FY 2021/22, the outstanding balance of the interfund was fully repaid.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
Page 557 of 715
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Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 15
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Page 558 of 715
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Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 15
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
•improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing for safe vehicular and pedestrian access for properties within the District, and
•providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
•the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
Page 559 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 15
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined, however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value Multiplie r
Non-Residential 1.00 Ac re
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rate
for the District:
Property T ype (County Use Code )
Actual
Asse ssment
Rate pe r EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssme nt
Non-Res idential $51.40 2,574.91 2,574.91 $132,350.26
T otals 2,574.91 2,574.91 $132,350.26
The total amount of maintenance and incidental costs for maintaining the streetlights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
Page 560 of 715
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Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 15
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Page 561 of 715
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Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 15
Page 562 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 6 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 15
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2023/24 actual assessment for the
District:
Property T ype (County Use Code )
Actual
Asse ssment
Rate pe r EBU
T otal
Units/Acre s T otal EBUs T otal Asse ssme nt
Non-Residential $51.40 2,574.91 2,574.91 $132,350.26
T otals 2,574.91 2,574.91 $132,350.26
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2023/24.
Apn
Anne xation
Date Project Name
T otal Units/
Acre s T otal EBUs Property T ype
0209-032-35 05/04/22 SUBTPM20164 2.32 2.32 Com mercial/Industrial
0229-171-28 11/16/22 DRC2018-00946 1.55 1.55 Com mercial/Industrial
0229-032-57 12/07/22 DRC2018-00594 0.79 0.79 Com mercial/Industrial
0229-171-02 12/07/22 DRC2019-05590 4.76 4.76 Com mercial/Industrial
Page 563 of 715
ATTACHMENT 16
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Street Lighting Maintenance District No. 7
(North Etiwanda)
Page 564 of 715
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 7
(NORTH ETIWANDA)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 565 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 566 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 16
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-058, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street
Light Maintenance District No. 7 (North Etiwanda) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of
the 1972 Act. The Annual Engineer’s Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fiscal Year
2023/24 Budget
Expe nditure s
Operations and Maintenanc e 126,890
Transfer Out 30,310
T otal Expe nditure s Budge t 157,200
Re v e nue s
Taxes :
Es tim ated As s essm ents , Net of Estimated Delinquenc ies 130,820
Antic ipated Prior Year Delinquencies Collec tion 1,610
Subtotal - Taxes 132,430
Other Revenues 3,030
Transfers In 21,590
T otal Re v e nue s Budge t 157,050
Contribution to/(Use of) Fund Balance (150)$
Total District EBU Count 3,926.00
Ac tual Asses s m ent per EBU 33.32$
Maxim um Allowable As s es sm ent per EBU 33.32$
Page 567 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 16
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefitted Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
Page 568 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 16
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Page 569 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 16
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area of the City known as North Etiwanda, which is
generally bounded by Highland Ave on the south, Day Creek Channel on the west and City
limits on the east and north.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Page 570 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 16
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 571 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 16
Page 572 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 16
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fisc al Year
2023/24 Budget
Expe nditure s
Ope rations and Mainte nance :
Operations and Maintenanc e:
Contrac t Servic es 5,630
Utilities:
Elec tric Utilities 100,760
As ses s ment Adm inistration 13,980
Admin./General Overhead 6,520
Subtotal - Ope rations and M ainte nance 126,890
T ransfe r Out - Ge ne ral Stre e t Lights Fund 30,310
T otal Expe nditure s Budge t 157,200$
Page 573 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 16
Fis c al Year
2023/24 Budget
Re v e nue s
T axe s:
Es tim ated Ass ess m ents , Net of Es tim ated Delinquencies 130,820$
Antic ipated Prior Year Delinquenc ies Collec tion 1,610
Subtotal - T axe s 132,430
Othe r Re v e nue s:
Interes t Earnings 3,030
T ransfe r In:
Trans fer In - General Fund 21,590
T otal Re v e nue s Budge t 157,050
Contribution to/(Use of) Fund Balance (150)$
Total Gros s Es tim ated Ass ess m ents 130,814.32$
Total Dis tric t EBU Count 3,926.00
Ac tual As ses sment per EBU - Fisc al Year 2023/24 33.32$
Maximum Allowable As ses sment per EBU - Fisc al Year 2023/24 33.32$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EDU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Res erve
Estim ated Res erve Fund Balance, June 30, 2023 164,533$
Contribution to/(Use of) Reserve - Fis c al Year 2023/24 (150)
Estim ated Res erve Fund Balance, June 30, 2024 164,383$
Page 574 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 16
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City Capital
Reserve Fund for the acquisition of street lights and installation of LED street lighting within the
District. In Fiscal Year 2023/24, the debt service has been suspended due to the structural
operating deficit and will be routinely monitored.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Page 575 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 16
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
Page 576 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 16
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
•improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing for safe vehicular and pedestrian access for properties within the District, and
•providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements were installed and are maintained specifically for the properties within the
District; only properties within the District receive a special benefit and are assessed for said
maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
•the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
Page 577 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 16
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The Equivalent Dwelling Unit ("EDU") method of apportionment
uses the single-family home as the basic unit of assessment.
A single-family home equals one Equivalent Dwelling Unit (EDU). Every other land-use is
converted to EDUs based on an assessment formula that equates to the property's specific
development status, type of development (land-use), and size of the property, as compared to a
single-family home. The following table provides the weighting factors applied to various land-
use types, as assigned by County use code, to determine each parcel's EDU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value M ultiplie r
Single Family Res idential 1.00 Parc el
Multi-Family Res idential 0.50 Unit
Non-Residential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EDU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EDU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
Page 578 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 16
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Prope rty T ype (County Use Code )
M aximum
Allowable
Asse ssme nt Rate
pe r EBU
Actual
Ase ssment
Rate pe r EBU
T otal
Units/Acre s T otal EBUs
Single Family Residential $33.32 $33.32 3,926.00 3,926.00
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Page 579 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 16
Page 580 of 715
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Street Lighting Maintenance District No. 7 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 16
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2023/24 actual assessments for the
District:
Prope rty T ype (County Use Code )
Actual
Asse ssme nt
Rate pe r EBU
T otal
Units/Acre s T otal EBUs
T otal
Asse ssme nt
Single Fam ily Res idential $33.32 3,926.00 3,926.00 $130,814.32
T otals 3,926.00 3,926.00 $130,814.32
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexation is effective for Fiscal Year 2023/24:
Apn
Annexation
Date Proje ct Name
T otal Units/
Acre s T otal EBUs Property T ype
0225-191-09 and -17 06/01/22 SUBTT20344 17.00 17.00 Single-Family Res
Page 581 of 715
ATTACHMENT 17
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Street Lighting Maintenance District No. 8
(South Etiwanda)
Page 582 of 715
CITY OF RANCHO CUCAMONGA
STREET LIGHTING MAINTENANCE DISTRICT NO. 8
(SOUTH ETIWANDA)
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 583 of 715
TABLE OF CONTENTS
ENGINEER’S LETTER 1
INTRODUCTION 3
Reason for Assessment 3
Process for Annual Assessment 3
PLANS AND SPECIFICATIONS 4
Description of the Boundaries of the District 4
Description of Improvements and Services 4
Map of Improvements 5
ESTIMATE OF COSTS 7
District Budget 7
Definitions of Budget Items 9
METHOD OF ASSESSMENT 10
Overview 10
Special Benefit 11
General Benefit 11
Method of Assessment Spread 11
ASSESSMENT DIAGRAM 13
ASSESSMENT ROLL AND ANNEXATIONS 15
Assessment Roll 15
Annexations 15
Page 584 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 17
ENGINEER’S LETTER
WHEREAS, on June 7, 2023, the City Council of Rancho Cucamonga (the “City”), under
the Landscaping and Lighting Act of 1972 (the “1972 Act”) adopted its Resolution No.
2023-058, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street
Light Maintenance District No. 8 (South Etiwanda) (the “District”); and
WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare
and file an Annual Engineer’s Report for Fiscal Year 2023/24 pursuant to the requirements of
the 1972 Act. The Annual Engineer’s Report presents the plans and specifications describing
the general nature, location and extent of the improvements to be maintained, an estimate of
the costs of the maintenance, operations and servicing of the improvements for the District for
the referenced fiscal year, a diagram for the District, showing the area and properties proposed
to be assessed, and an assessment of the estimated costs of the maintenance, operations and
servicing of the improvements, assessing the net amount upon all assessable lots and/or
parcels within the District in proportion to the special benefit received; and
NOW THEREFORE, the following assessment is proposed to be authorized in order to
pay for the acquisition of street lights, the installation of Light Emitting Diode (LED) street
lighting, and estimated costs of maintenance, operation and servicing of the improvements to be
paid by the assessable real property within the boundaries of the District in proportion to the
special benefit received. The following table summarizes the proposed assessment.
Fis c al Year
2023/24 Budget
Expe nditure s
Pers onnel Servic es 50,690$
Operations and Maintenanc e 50,780
Transfer Out 10,680
T otal Expe nditure s Budge t 112,150
Re v e nue s
Taxes :
Estim ated As s ess m ents, Net of Es tim ated Delinquenc ies 81,120
Antic ipated Prior Year Delinquenc ies Collec tion 610
Subtotal - Taxes 81,730
Other Revenues 37,420
T otal Re v e nue s Budge t 119,150
Contribution to/(Use of) Fund Balance 7,000$
Total Dis trict EBU Count 2,650.78
Actual As ses s m ent per EBU 30.60$
Maxim um Allowable As s ess ment per EBU 193.75$
Page 585 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 17
In making the assessments contained herein pursuant to the 1972 Act:
1. I have identified all parcels which will have a special benefit conferred upon them from
the improvement described in the Special Benefit Section of this Annual Engineer’s
Report (the “Specially Benefited Parcels”). For particulars as to the identification of said
parcels, reference is made to the Assessment Diagram, a copy of which is included in
this Annual Engineer’s Report.
2. I have evaluated the costs and expenses of the improvements upon the Specially
Benefitted Parcels. In making such evaluation:
a. The proportionate special benefit derived by each Specially Benefited Parcel
from the improvements was determined in relationship to the entirety of the
maintenance costs of the improvements;
b. No assessment has been imposed on any Specially Benefited Parcel which
exceeds the reasonable cost of the proportional special benefit conferred on
such parcel from the improvements; and
c. Any general benefits from the improvements have been separated from the
special benefits and only special benefits have been assessed.
I, the undersigned, respectfully submit the enclosed Annual Engineer’s Report and, to the best
of my knowledge, information and belief, I certify that the Annual Engineer’s Report and
Assessment Diagram included herein have been prepared and computed in accordance with
the order of the City Council of the City of Rancho Cucamonga and the Assessment Law.
Jason C. Welday
Director of Engineering Services/City Engineer
Page 586 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 17
INTRODUCTION
Reason for Assessment
Approval of the assessment covered by this Engineer’s Report will generate the revenue
necessary to:
Provide for the maintenance and servicing of the improvements described in this
Engineer’s Report. Maintenance may include but is not limited to, all of the
following: the upkeep, repair, removal or replacement of all or any part of any
improvement. Servicing means the furnishing of electricity, gas or other
illuminating energy for the lighting or appurtenant facilities. This shall also
include material, vehicle, equipment, capital improvements, the installation of
LED street lighting, and administrative costs associated with the annual
administration and operation of the District.
Process for Annual Assessment
The City cannot levy and collect annual assessments within the District without complying with
the procedures specified in the 1972 Act. On an annual basis, an Engineer’s Report must be
prepared which contains a full and detailed description of the improvements, the boundaries of
the District and any zones therein, and the proposed assessments upon assessable lots and
parcels of land within the District.
The City Council must also adopt a resolution of intention which:
•Declares the intention of the City Council to levy and collect assessments within the
District for the fiscal year stated therein.
•Generally describes the existing and proposed improvements and any substantial
changes proposed to be made in existing improvements.
•Refers to the District by its distinctive designation and indicate the general location of the
District.
•Refers to the Engineer’s Report, on file with the City Clerk, for a full and detailed
description of the improvements, the boundaries of the District and any zones therein,
and the proposed assessments upon assessable lots and parcels of land within the
District.
•Gives notice of the time and place for public hearing by the City Council on the levy of
the proposed assessment.
•States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum
assessment amount approved, the City Clerk shall give notice by causing the resolution of
intention to be published. Any interested person may, prior to the conclusion of the public
hearing, file a written protest which shall state all grounds of objection. The protest shall contain
a description sufficient to identify the property owned by the property owner filing the protest.
Page 587 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 17
During the course or upon conclusion of the hearing, the City Council may order changes in any
of the matters provided in the report, including the improvements, to the zones within the
District, and the proposed diagram or the proposed assessment.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming
the diagram and assessment, either as originally proposed or as changed by it. The adoption of
the resolution shall constitute the levy of an assessment for the fiscal year referred to in the
assessment.
If the assessment to be levied exceeds the maximum assessment amount previously approved,
the City must comply with the procedures specified in Article XIII D and Proposition 218. The
voters in the State of California in November 1996 added Article XIII D to the California
Constitution imposing, among other requirements, the necessity for the City to conduct an
assessment ballot procedure to enable the owners of each property on which assessments are
proposed to be enacted or increased, the opportunity to express their support for, or opposition
to, the proposed assessment or increase in such assessment.
PLANS AND SPECIFICATIONS
The District provides for the administration, maintenance, operations, and servicing of various
improvements located within the public right-of-way and dedicated easements within the
boundaries of the District.
Description of the Boundaries of the District
The District is located in the City of Rancho Cucamonga, State of California. The boundaries of
the District are generally described as that area of the City known as South Etiwanda, which is
generally bounded by Etiwanda Ave on the west, Highland Ave on the north and Foothill Blvd on
the south. The southern portion of the District is bounded by East Ave on the east and the
northern portion of the District is bounded by the I-15 Freeway on the east.
Reference is also made to the Assessment Diagram included in this Report.
Description of Improvements and Services
The improvements are the maintenance and servicing of street lights, traffic signals and
appurtenant facilities throughout the District. The maintenance and servicing includes, but is not
limited to, furnishing electric current for public lighting facilities including street lights and traffic
signals, and associated appurtenant facilities. Services include personnel, materials, contracting
services, utilities, and all necessary costs associated with the maintenance, replacement and
repair required to keep the improvements in operational and satisfactory condition. In addition, it
is the City's intention to continue to use cost effective materials, in order to lower expenses of
the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation
of LED street lighting specially benefiting the properties within the District has been added to the
improvements.
Page 588 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 17
Map of Improvements
The following page shows the map of street light and traffic signal improvements to be
maintained using District funds.
Page 589 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 17
Page 590 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 17
ESTIMATE OF COSTS
The estimated costs of administration, maintenance, operations, and servicing the
improvements as described in the Plans and Specifications are summarized below. Each year,
as part of the District levy calculation process, the costs and expenses are reviewed and the
annual costs are projected for the following fiscal year.
District Budget
Fis c al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 33,790$
Fringe Benefits 16,900
Subtotal - Pe rsonne l 50,690
Ope rations and M ainte nance :
Operations and Maintenanc e:
Training 220
Membership Dues 80
O & M/General 410
Contrac t Servic es 1,980
Contrac t Equipment Maintenanc e/Repair 50
Subtotal - Operations and Maintenanc e 2,740
Utilities :
Electric Utilities 34,640
As s ess ment Adm inis tration 5,700
Admin./General Overhead 7,700
Subtotal - Ope rations and Mainte nance 50,780
T ransfe r Out - Ge ne ral City Stre e t Lights Fund 10,680
T otal Expe nditure s Budge t 112,150$
Page 591 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 17
Fiscal Year
2023/24 Budget
Re v e nue s
T axe s:
Estimated Ass es sm ents, Net of Es tim ated Delinquenc ies 81,120$
Anticipated Prior Year Delinquenc ies Collection 610
Subtotal - T axe s 81,730
Othe r Re v e nue s:
Interest Earnings 37,420
T otal Re v e nue s Budge t 119,150
Contribution to/(Use of) Fund Balance 7,000$
Total Gros s Estimated Ass es sm ents 81,113.86$
Total Dis tric t EBU Count 2,650.78
Ac tual As ses s ment per EBU - Fis c al Year 2023/24 30.60$
Maxim um Allowable As s ess m ent per EBU - Fisc al Year 2023/24 193.75$
The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District
budget above, is the amount which was approved in Fiscal Year 1996/97 and subsequent
District annexations. Each year, prior to the assessments being placed on the tax roll, the City
will review the budget and determine the amount needed to maintain the improvements for the
upcoming fiscal year. The actual assessment per EBU will be based on the total amount of
funds needed to maintain the improvements in a satisfactory and healthy condition. The actual
assessment amount may be lower than the maximum allowable assessment; however, it may
not exceed the maximum unless the increase is approved by the property owners in accordance
with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the
estimated costs of maintenance and servicing of the improvements prior to December 10 of the
fiscal year, or when the City expects to receive its apportionment of special assessments and
tax collections from the County, whichever is later. The reserve balance information for the
District is as follows:
Operating Res erve
Es tim ated Reserve Fund Balanc e, June 30, 2023 1,813,057$
Contribution to/(Us e of) Reserve - Fisc al Year 2023/24 7,000
Es tim ated Reserve Fund Balanc e, June 30, 2024 1,820,057$
Page 592 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 17
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform
maintenance duties within the boundaries of the District.
Utilities: This item includes the costs to furnish electricity and telephone services, as required,
for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities
throughout the District.
Assessment Administration: This item includes the cost to all particular departments and
staff of the City, and consultants for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality
of service provided within the boundaries of the District. This may include installation of safety
lights and other large improvements.
Debt Service: This item includes the repayment of interest and principal to the City General
Fund for the acquisition of street lights and installation of LED street lighting within the District.
In FY 2021/22, the outstanding balance of the interfund was fully repaid.
Transfer Out - General City Street Lights Fund: This item includes the cost for the
replacement and installation of District owned street lights. These costs are incurred in the
General City Street Lights Fund and reimbursed by the District.
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings and Developer Energizing Fees.
Page 593 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 10
Fiscal Year 2023/24 ATTACHMENT 17
METHOD OF ASSESSMENT
Overview
Pursuant to the 1972 Act and Article XIII D, all parcels that have a special benefit conferred
upon them as a result of the maintenance and operation of improvements and services shall be
identified, and the proportionate special benefit derived by each identified parcel shall be
determined in relationship to the entire costs of the maintenance and operation of
improvements. The 1972 Act, permits the establishment of assessment districts for the purpose
of providing certain public improvements which include the public lighting facilities, including
traffic signals.
Section 22573 of the 1972 Act requires that maintenance assessments must be levied
according to benefit rather than according to assessed value. This 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 benefit to be
received by each such lot or parcel from the improvements.
The determination of whether or not a lot or parcel will benefit from the
improvements shall be made pursuant to the Improvement Act of 1911 (Division
7 commencing with Section 5000) [of the Streets and Highways Code, State of
California].
Section 22547 of the 1972 Act also permits the designation of zones of benefit within any
individual assessment district if "by reasons or variations in the nature, location, and extent of
the improvements, the various areas will receive different degrees of benefit from the
improvement".
Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to
the proportional special benefit conferred on the property. Article XIII D also provides that
publicly owned properties must be assessed unless there is clear and convincing evidence that
those properties receive no special benefit from the assessment. Exempted from the
assessment would be the areas of public streets, public avenues, public lanes, public roads,
public drives, public courts, public alleys, public easements and rights-of-ways, public
greenbelts and public parkways.
The net amount to be assessed may be apportioned by any formula or method which fairly
distributes the net amount among all assessable lots or parcels. Proposition 218, approved by
the voters in November 1996, requires the City to separate general benefit from special benefit,
where only special benefit is assessed.
Page 594 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 11
Fiscal Year 2023/24 ATTACHMENT 17
Special Benefit
The maintenance and servicing of the improvements within the District (which are described in
the Description of Improvements and Services Section of this report) are for the benefit of the
properties within the District, and as such confer a special and direct benefit to parcels within
the District by:
•improving the livability, safety, appearance, and desirability for properties within the
boundaries of the District, and
•ensuring that improvements do not reach a state of deterioration or disrepair so as to be
materially detrimental to properties within the District, and
•providing for safe vehicular and pedestrian access for properties within the District, and
•providing beautification and overall enhancement to properties within the District.
The above mentioned items affect the assessed property in a way that is particular and distinct
from their effect on other parcels and that real property in general and the public at large do not
share. They contribute to a specific enhancement of the properties within the District. Since
these improvements, including the community trails, were installed and are maintained
specifically for the properties within the District; only properties within the District receive a
special benefit and are assessed for said maintenance.
General Benefit
In addition to the special benefits received by parcels within the District, there are derivative
general benefits that are conferred on parcels outside the boundaries of the District which
include:
•the safety and visual enhancement of the area to persons or vehicles that may travel
through the District
However, it has been determined that these benefits are derivative and do not provide a direct
benefit to parcels outside of the district that are not being assessed.
Method of Assessment Spread
Each of the parcels within the District is deemed to receive special benefit from the
improvements. Each parcel that has a special benefit conferred upon it as a result of the
maintenance and operation of improvements are identified and the proportionate special benefit
derived by each identified parcel is determined in relationship to the entire costs of the
maintenance and operation of the improvements.
When the District was formed, Article XIII D and Proposition 218 had not yet been passed.
Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus
Implementation Act, new rules were put into place. Due to the changes in legal requirements, as
Page 595 of 715
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Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 12
Fiscal Year 2023/24 ATTACHMENT 17
property annexed to the District after the passage of the Assessment Law, the description of the
method of assessment became more refined; however, the assessment per parcel has
remained the same since Fiscal Year 1996/97. Further, no parcel included in the District
formation or annexations prior to when the language was refined, are now being levied
differently than they were at the time the District was formed or the parcels were annexed.
To assess special benefit appropriately, it is necessary to relate the different type of parcel
improvements to each other. The EBU method of apportionment uses the single-family home as
the basic unit of assessment.
A single-family home equals one EBU. Every other land-use is converted to EBUs based on an
assessment formula that equates to the property's specific development status, type of
development (land-use), and size of the property, as compared to a single-family home. The
following table provides the weighting factors applied to various land-use types, as assigned by
County use code, to determine each parcel's EBU assignment.
Land-Use Equivalent Dwelling Units
Prope rty T ype (County Use Code )EBU Value Multiplie r
Single Family Res idential 1.00 Parcel
Multi-Fam ily Res idential 1.00 Unit
Non-Residential 2.00 Acre
The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type
determination and units/acreage assignments, unless better data is available to the City. In
addition, if any parcel within the District is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall
be based on the correct parcel number and/or new parcel number(s) County use code and
subsequent property information. If a single parcel has changed to multiple parcels, the EBU
assignment and assessment amount applied to each of the new parcels will be recalculated
rather than spread the proportionate share of the original assessment.
The following table summarizes the Fiscal Year 2023/24 maximum allowable assessment rates
for the District:
Prope rty T ype (County Use Code )
M aximum
Allowable
Assessme nt
Rate pe r EBU
Actual
Ase ssme nt Rate
per EBU
T otal
Units/Acre s T otal EBUs
Single Fam ily Residential $193.75 $30.60 1,206.00 1,206.00
Multi-Family Residential 193.75 30.60 1,381.00 1,381.00
Non-Res idential 193.75 30.60 31.89 63.78
Page 596 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 13
Fiscal Year 2023/24 ATTACHMENT 17
The total amount of maintenance and incidental costs for maintaining the street lights and traffic
signals is assessed to the individual parcels of real property within the District in proportion to
the special benefit received by such parcels of real property. The proposed individual
assessments are shown on the assessment roll in this report.
ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and
dimensions of each lot or parcel within the District are those lines and dimensions shown on the
maps of the Assessor of the County San Bernardino, at the time this report was prepared, and
are incorporated by reference herein and made part of this Engineer's Report.
Page 597 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 14
Fiscal Year 2023/24 ATTACHMENT 17
Page 598 of 715
____________________________________________________________________________
Street Lighting Maintenance District No. 8 – City of Rancho Cucamonga 15
Fiscal Year 2023/24 ATTACHMENT 17
ASSESSMENT ROLL AND ANNEXATIONS
Assessment Roll
The assessment roll is a listing of the assessment for Fiscal Year 2023/24 apportioned to each
lot or parcel, as shown on the last equalized roll of the Assessor of the County of San
Bernardino. The following table summarizes the Fiscal Year 2023/24 actual assessments for the
District:
Prope rty T ype (County Use Code )
Actual
Asse ssme nt
Rate per EBU
T otal
Units/Acre s T otal EBUs T otal Assessme nt
Single Family Res idential $30.60 1,206.00 1,206.00 $36,903.60
Multi-Family Res idential 30.60 1,381.00 1,381.00 42,258.60
Non-Residential 30.60 31.89 63.78 1,951.66
T otals 2,618.89 2,650.78 $81,113.86
A copy of the full assessment roll is available for review in the City Clerk's office.
Annexations
The following annexations are effective for Fiscal Year 2023/24:
Apn
Anne xation
Date Proje ct Name
T otal Units/
Acre s T otal EBUs Property T ype
1100-201-08 01/19/22 DRC2014-01130 193.00 193.00 Multi-Family Res
1100-191-04 02/02/22 SUBTT20148 131.00 131.00 Multi-Family Res
Page 599 of 715
ATTACHMENT 18
Annual Engineer’s Report
Fiscal Year 2023/24
City of Rancho Cucamonga
Parks and Recreation Improvement
District No. PD-85
Jason C. Welday
Director of Engineering Services/City Engineer
Page 600 of 715
CITY OF RANCHO CUCAMONGA
PARKS AND RECREATION IMPROVEMENT DISTRICT NO. PD-85
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
Phone: 909.477.2700
Fax: 909.477.2845
CITY COUNCIL
L. Dennis Michael, Mayor
Lynne B. Kennedy, Mayor Pro Tem
Ryan A. Hutchison, Council Member
Kristine D. Scott, Council Member
Ashley N. Stickler, Council Member
CITY STAFF
John R. Gillison, City Manager
Elisa Cox, Assistant City Manager
Jason C. Welday, Director of Engineering Services/City Engineer
William Wittkopf, Public Works Director
Noah Daniels, Finance Director
Page 601 of 715
TABLE OF CONTENTS
AUTHORITY FOR REPORT 1
FINDINGS 1
DISTRICT ANALYSIS 2
ESTIMATE OF WORK 3
District Budget 3
Definitions of Budget Items 5
METHOD OF SPREAD 6
Annexations 8
Boundary Map 8
Page 602 of 715
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 1
Fiscal Year 2023/24 ATTACHMENT 18
AUTHORITY FOR REPORT
This report for the Fiscal Year 2023/24 is prepared pursuant to the order of the City Council of the
City of Rancho Cucamonga (the “City”) and in compliance with the requirements of Article 4,
Chapter 1, Landscape and Lighting Act of 1972 (the “1972 Act”), being Division 15, Section 22500
of the Streets and Highways code. Provisions for this annual assessment are included in Chapter
3 of the 1972 Act.
The purpose of this report is to set forth findings and the assessment analysis for the annual levy
of assessments for the Park and Recreation Improvement District No. PD-85 (the “District”). This
District, using direct benefit assessments, was originally 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. Subsequently, the debt has been
repaid with only the ongoing maintenance and operation with periodic capital improvement
expenditures of the parks remaining.
FINDINGS
Section 22573 of the 1972 Act, 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 bases of benefit, they are considered a user’s fee, not a
tax; and, therefore, are not governed by Article XIII A. 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.
Page 603 of 715
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 2
Fiscal Year 2023/24 ATTACHMENT 18
DISTRICT ANALYSIS
A. District Boundary
The District includes all of the City of Rancho Cucamonga with the general exception of
land east of Deer Creek Channel and the Victoria, Caryn and 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 Park and Recreation Improvement District No. PD-85.
C. Facilities
The existing works within the District boundary are generally described as follows:
1. The maintenance and operation 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 and sanitary sewer
connections.
2. The maintenance and operation of Red Hill Community Park including, but not
limited to, grading, planting, irrigation, onsite roads, sidewalks, parking lots,
lighting, waterscape, restrooms, senior citizens facilities, playground equipment,
picnic facilities, major lighted athletic facilities, jogging trail, sanitary sewer
connections and onsite drainage inlets.
Page 604 of 715
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 3
Fiscal Year 2023/24 ATTACHMENT 18
ESTIMATE OF WORK
The 1972 Act permits carrying forward surpluses or recovering deficits in subsequent fiscal years.
Costs for the district will be reviewed annually. Any surplus credited against the assessment or
any deficits shall be included in the assessment for the following fiscal year.
District Budget
Fisc al Year
2023/24 Budget
Expe nditure s
Pe rsonne l Se rv ice s:
Regular Salaries 169,250$
Overtime Salaries 4,600
Fringe Benefits 84,490
Subtotal - Pe rsonne l 258,340
Ope rations and M ainte nance :
Operations and Maintenanc e:
O & M/General 72,270
O & M/Fac ilities 3,300
Emergenc y Equipm ent and Vehic le Rental 8,500
Equipm ent Operations and Maintenance 3,300
Subtotal - Operations and Maintenanc e 87,370
Contrac t Servic es:
Contrac t Services/General 432,830
Contrac t Services/Fac ilities 15,690
Tree Maintenanc e 24,380
Subtotal - Contrac t Services 472,900
Utilities :
Telephone Utilities 1,600
W ater Utilities 204,200
Electric Utilities 184,270
Subtotal - Utilities 390,070
Ass ess m ent Adminis tration 99,190
Adm in./General Overhead 65,750
Other Expenses 2,960
Subtotal - Ope rations and M ainte nance 1,118,240
Capital Expe nditure s:
Captial Outlay - Improvem ents Other Than Building 479,000
Captial Projec t 800,000
Subtotal - Capital Expe nditure s 1,279,000
T ransfe rs Out:
Trans fers Out - PD-85 Capital Res erve Fund 116,800
T otal Expe nditure s Budge t 2,772,380$
Page 605 of 715
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 4
Fiscal Year 2023/24 ATTACHMENT 18
Fis c al Year
2023/24 Budget
Re v e nue s
T axe s:
Es timated Ass essm ents, Net of Es timated Delinquencies 1,163,810$
Anticipated Prior Year Delinquenc ies Collec tion 13,560
Subtotal - T axe s 1,177,370
Othe r Re v e nue s:
Interes t Earnings 43,340
O ther Rental/Lease Inc om e 124,010
Park Maintenance Fees 4,210
Sports Field Us er Group Rentals 110
Sports Lighting Fees 17,270
O ther Revenue 100
Subtotal - Othe r Re v e nue s:189,040
T ransfe r In:
Trans fer In - General Fund 32,700
Trans fer In - PD-85 Operating Fund 196,100
Trans fer In - CFD Em pire Lakes 55,350
Subtotal - T ransfe r In:284,150
T otal Re v e nue s Budge t 1,650,560
Contribution to/(Use of) Fund Balance (1,121,820)$
Total Gross Es timated Ass essm ents 1,163,802.00$
Total Dis tric t EBU Count 37,542.00
Ac tual As s ess ment per EBU - Fis cal Year 2023/24 31.00$
Maximum Allowable As s ess m ent per EBU - Fis c al Year 2023/24 31.00$
Each year, prior to the assessments being placed on the tax roll, the City will review the budget
and determine the amount needed to maintain the improvements for the upcoming fiscal year.
The actual assessment will be based on the estimated costs of maintenance, available fund
balance and maximum allowable assessment; however, it may not exceed the maximum unless
the increase is approved by the property owners in accordance with Proposition 218.
It is the intent of the City to maintain an Operating Reserve which shall not exceed the estimated
costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year,
or when the City expects to receive its apportionment of special assessments and tax collections
from the County of San Bernardino, whichever is later. Beginning with Fiscal Year 2016/17, the
City will maintain a Capital Reserve to be used for deferred maintenance and pending capital
projects.
Page 606 of 715
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 5
Fiscal Year 2023/24 ATTACHMENT 18
The reserve balance information for the District is as follows:
Operating Capital Total
Res erve Res erve Reserve
Estimated Reserve Fund Balance, June 30, 2023 2,502,692$ 407,429$ 2,910,121$
Contribution to/(Us e of) Res erve - Fisc al Year 2023/24 (1,026,480)(95,340)(1,121,820)
Estimated Reserve Fund Balance, June 30, 2024 1,476,212$ 312,089$ 1,788,301$
Definitions of Budget Items
The following definitions describe the costs and expenses included in the District Budget:
Personnel Services: This item includes the costs attributed to the salaries of all full-time and
part-time employees dedicated to maintenance of the District improvements. Additionally, this
includes benefits available to City employees.
Operations and Maintenance: This item includes the costs of City staff to perform maintenance
duties within the boundaries of the District.
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the District improvements.
Utilities: This item includes the costs to furnish electricity, water, and telephone services, as
required, for the operation and maintenance of the sprinklers and irrigation controllers in the
District.
Assessment Administration: This item includes the cost of all particular departments and staff
of the City, as well as consultants, for providing the administration, coordination and management
of District services, operations, and incidental expenses related to the District. This item also
includes creation of an annual Engineer's Report, resolutions and placing the assessment
amounts onto the County tax roll each year, along with responding to any public inquiries and
future Proposition 218 balloting proceedings.
General Overhead: This item includes the costs of all central services departments of the City
for providing the coordination of District services, inspections, annual bid management,
responding to public concerns, public education, accounting, auditing and procedural matters
associated with the District. This item also includes an allocation for general City staff time for
administrative functions and systems that provide for a functional and operational District within
the City's administrative structure.
Capital Outlay: This item includes new improvements to further enhance the level and quality of
service provided within the boundaries of the District. This may include new monuments, irrigation
systems, and other large improvements.
Page 607 of 715
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 6
Fiscal Year 2023/24 ATTACHMENT 18
Other Revenues: This includes other revenues that are not levied through the annual
assessments that support the District operations. These other revenues may include: interest
earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field
User Group Rentals, and parking permits (Metrolink Station paid parking).
METHOD OF SPREAD
The 1972 Act indicates that assessments may be apportioned by any formula or method which
fairly distributes costs among all lots or parcels within 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 are those parcels listed by the
County Assessor’s as exempt and/or which have an assessed value of less than $500.
B. Formula
The assessment formula is based on actual land use information contained in the current
San Bernardino Assessor’s computer files and Assessor’s parcel maps.
Category A:
All parcels containing existing residential dwelling units and meeting the following
conditions.
Parcel 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 Acres and 15 or more dwelling units
25.01 Acres and larger 26 or more dwelling units
Category A is based on the number of existing residential units.
Page 608 of 715
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 7
Fiscal Year 2023/24 ATTACHMENT 18
Category B: All parcels 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 right-of-ways;
4. Major utility transmission right-of-ways;
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 the Fiscal Year
2023/24, is $31.00 per residential 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 $31.00 times the number of residential dwelling units.
Category B:
The assessment, which may be levied for parcels within Category B during the Fiscal Year
2023/24, shall be according to the following schedule:
Definition Assessment Per Parcels
Single Family Residential $31.00
Multi-Family Residential $31.00
Less than 1.5 Acres $15.50
1.51 Acres to 3.50 Acres $46.50
3.51 Acres to 7.0 Acres $108.50
7.01 Acres to 14.0 Acres $217.00
14.01 Acres to 25.0 Acres $434.00
25.01 Acres and larger $775.00
Category C:
The assessment shall be $0.00 for Category C parcels.
Page 609 of 715
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 8
Fiscal Year 2023/24 ATTACHMENT 18
Annexations
There are no effective annexations for Fiscal Year 2023/24.
Boundary Map
An Assessment Diagram for the District is shown on the following page. The lines and dimensions
of each lot or parcel within the District are those lines and dimensions shown on the maps of the
County Assessor of the County of San Bernardino, at the time this report was prepared, and are
incorporated by reference herein and made part of this Engineer’s Report.
Page 610 of 715
____________________________________________________________________________
Park and Recreation Improvement District No. PD-85 – City of Rancho Cucamonga 9
Fiscal Year 2023/24 ATTACHMENT 18
Page 611 of 715
Resolution No. 2023-XXX – Page 1 of 2
ATTACHMENT 19
RESOLUTION NO. 2023-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAMS AND
ASSESSMENTS; APPROVING THE ANNUAL ENGINEER’S
REPORTS; AND ORDERING THE LEVY AND COLLECTION OF THE
ANNUAL ASSESSMENTS WITHIN LANDSCAPE MAINTENANCE
DISTRICTS NOS. 1, 2, 3B, 4-R, 6-R, 7, 8, 9 AND 10 FOR FISCAL YEAR
2023/24
WHEREAS, the City Council of the City of Rancho Cucamonga did on the 7th day of June 2023,
adopt its Resolution of Intention No. 2023-055 (the "Resolution of Intention") pursuant to the
Landscaping and Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and
collect assessments within Landscape Maintenance Districts Nos. 1, 2, 3B, 4-R, 6-R, 7, 8, 9, and 10
(each a "District" and collectively the "Districts") for Fiscal Year 2023/24 and giving notice of the time and
place for a public hearing by the City Council on the levy of the proposed assessments within the
Districts; and
WHEREAS, the City Council previously received and preliminarily approved a report of the
Assessment Engineer (each an "Annual Engineer's Report" and collectively the "Annual Engineer's
Reports") for each District as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of
the Constitution of the State of California (“Article XIIID”) and the Proposition 218 Omnibus
Implementation Act (Government Code Section 53750 and following) (the “Implementation Act”) (the
1972 Act, Article XIIID and the Implementation Act are referred to collectively as the “Assessment Law”);
and
WHEREAS, notice of such public hearing was duly and legally published in the time, form and
manner as required by the Assessment Law, shown by the affidavit of Publication of said Resolution of
Intention on file in the Office of the City Clerk; and
WHEREAS, said City Council having duly received and considered evidence, oral and
documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the
contemplated work and the benefits to be derived therefrom, and said City Council having now acquired
jurisdiction to order the proposed work.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA,
HEREBY RESOLVES, as follows:
SECTION 1. This City Council hereby finds and determines that:
A. Notice of the public hearing has been given and the proceedings for the consideration of the
levy of the annual assessments within each District have been undertaken in accordance with the 1972
Act; and
B. The annual assessments for Fiscal Year 2023/24 proposed to be levied within each District as
set forth in the applicable Annual Engineer's Report do not exceed the annual assessments as
previously authorized to be levied within such District, and therefore, the proposed levy of assessments
for Fiscal Year 2023/24 within such District are not deemed to be “increased” over the maximum
authorized annual assessments.
SECTION 2. The final assessments and diagrams for the proceedings, as contained in the
Annual Engineer’s Report for each of the Districts, is hereby approved and confirmed. The assessments
for the Districts contained in the Annual Engineer’s Reports for Fiscal Year 2023/24 are hereby levied
Page 612 of 715
Resolution No. 2023-XXX – Page 2 of 2
ATTACHMENT 19
upon the respective lots or parcels in the Districts in the amounts as set forth in the applicable Annual
Engineer’s Report.
SECTION 3. This City Council hereby orders that the work, as set forth and described in the
Resolution of Intention, be done and made.
SECTION 4. The above-referenced diagram and assessment shall be filed in the Office of the
City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public
inspection.
SECTION 5. The City Clerk is hereby ordered and directed to immediately file a certified copy of
the diagram and assessment with the County Auditor. Such filing shall be made no later than the 3rd
Monday in August 2023.
SECTION 6. After the filing of the diagram and assessment, the County Auditor shall enter on
the County assessment roll opposite each lot or parcel of land the amount assessed thereupon, as
shown in the assessment.
SECTION 7. The assessments shall be collected at the same time and in the same manner as
County taxes are collected, and all laws providing for the collection and enforcement of County taxes
shall apply to the collection and enforcement of the assessments.
SECTION 8. The assessments as above confirmed and levied for these proceedings will
provide revenue and relate to the fiscal year commencing July 1, 2023 and ending June 30, 2024.
PASSED, APPROVED, AND ADOPTED this ________ day of ______________ 2023.
Page 613 of 715
Resolution No. 2023-XXX – Page 1 of 2
ATTACHMENT 20
RESOLUTION NO. 2023-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAMS AND
THE ASSESSMENTS; APPROVING THE ANNUAL ENGINEER’S
REPORTS; AND ORDERING THE LEVY AND COLLECTION OF THE
ANNUAL ASSESSMENTS WITHIN STREET LIGHTING
MAINTENANCE DISTRICTS NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, FOR
FISCAL YEAR 2023/24
WHEREAS, the City Council of the City of Rancho Cucamonga did on the 7th day of June 2023,
adopt its Resolution of Intention No. 2023-058 (the "Resolution of Intention") pursuant to the
Landscaping and Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and
collect assessments within Street Lighting Maintenance Districts Nos. 1, 2, 3, 4, 5, 6, 7 and 8 (each a
"District" and collectively the "Districts") for Fiscal Year 2023/24 and giving notice of the time and place
for a public hearing by the City Council on the levy of the proposed assessments within the Districts; and
WHEREAS, the City Council previously received and preliminarily approved a report of the
Assessment Engineer (each an "Annual Engineer’s Report" and collectively the "Annual Engineer’s
Reports") for each District as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of
the Constitution of the State of California (“Article XIIID”) and the Proposition 218 Omnibus
Implementation Act (Government Code Section 53750 and following) (the “Implementation Act”) (the
1972 Act, Article XIIID and the Implementation Act are referred to collectively as the “Assessment Law”);
and
WHEREAS, notice of such public hearing was duly and legally published in the time, form and
manner as required by the Assessment Law, shown by the affidavit of Publication of said Resolution of
Intention on file in the Office of the City Clerk; and
WHEREAS, said City Council having duly received and considered evidence, oral and
documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the
contemplated work and the benefits to be derived therefrom and said City Council having now acquired
jurisdiction to order the proposed work.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA,
HEREBY RESOLVES, as follows:
SECTION 1. This City Council hereby finds and determines that:
A. Notice of the public hearing has been given and the proceedings for the consideration of the
levy of the annual assessments within each District have been undertaken in accordance with the 1972
Act; and
B. The annual assessments for Fiscal Year 2023/24 proposed to be levied within each District as
set forth in the applicable Annual Engineer's Report do not exceed the annual assessments as
previously authorized to be levied within such District, and therefore, the proposed levy of assessments
for Fiscal Year 2023/24 within such District are not deemed to be “increased” over the maximum
authorized annual assessments.
SECTION 2. The final assessments and diagrams for the proceedings, as contained in the
Annual Engineer’s Report for each of the Districts, is hereby approved and confirmed. The assessments
for the Districts contained in the Annual Engineer’s Reports for Fiscal Year 2023/24 are hereby levied
upon the respective lots or parcels in the Districts in the amounts as set forth in the applicable Annual
Page 614 of 715
Resolution No. 2023-XXX – Page 2 of 2
ATTACHMENT 20
Engineer’s Report.
SECTION 3. This City Council hereby orders that the work, as set forth and described in the
Resolution of Intention, be done and made.
SECTION 4. The above-referenced diagram and assessment shall be filed in the Office of the
City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public
inspection.
SECTION 5. The City Clerk is hereby ordered and directed to immediately file a certified copy of
the diagram and assessment with the County Auditor. Such filing shall be made no later than the 3rd
Monday in August 2023.
SECTION 6. After the filing of the diagram and assessment, the County Auditor shall enter on
the County assessment roll opposite each lot or parcel of land the amount assessed thereupon, as
shown in the assessment.
SECTION 7. The assessments shall be collected at the same time and in the same manner as
County taxes are collected, and all laws providing for the collection and enforcement of County taxes
shall apply to the collection and enforcement of the assessments.
SECTION 8. The assessments as above confirmed and levied for these proceedings will
provide revenue and relate to the fiscal year commencing July 1, 2023 and ending June 30, 2024.
PASSED, APPROVED, AND ADOPTED this ________ day of ____________ 2023.
Page 615 of 715
Resolution No. 2023-XXX – Page 1 of 2
ATTACHMENT 21
RESOLUTION NO. 2023-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAM AND
ASSESSMENT; APPROVING THE ANNUAL ENGINEER’S REPORT;
AND ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS
WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO.
PD-85 FOR FISCAL YEAR 2023/24
WHEREAS, the City Council of the City of Rancho Cucamonga did on the 7th day of June 2023,
adopt its Resolution of Intention No. 2023-061 (the "Resolution of Intention") pursuant to the
Landscaping and Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and
collect assessments within Park and Recreation Improvement District No. PD-85 (the “District”) for Fiscal
Year 2023/24 and giving notice of the time and place for a public hearing by the City Council on the levy
of the proposed assessments within the Districts; and
WHEREAS, the City Council previously received and preliminarily approved a report of the
Assessment Engineer as required by the 1972 Act; and
WHEREAS, notice of such public hearing was duly and legally published in the time, form and
manner as required by law, shown by the affidavit of Publication of said Resolution of Intention on file in
the Office of the City Clerk; and
WHEREAS, said City Council having duly received and considered evidence, oral and
documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the
contemplated work and the benefits to be derived therefrom, and said City Council having now acquired
jurisdiction to order the proposed work.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA,
HEREBY RESOLVES, as follows:
SECTION 1: This City Council hereby finds and determines that notice of the public hearing has
been given and the proceedings for the consideration of the levy of the annual assessments within the
District have been undertaken in accordance with the 1972 Act.
SECTION 2: The final assessments and diagram for the proceedings, as contained in the final
Annual Engineer’s Report for the District, are hereby approved and confirmed. The assessments for the
District contained in the Annual Engineer’s Report for Fiscal Year 2023/24 are hereby confirmed and
levied upon the respective lots or parcels in the District in the amounts as set forth in applicable Annual
Engineer’s Report.
SECTION 3: This City Council finds and determines that the public interest and convenience
requires the levy and collection of assessments within the District for Fiscal Year 2023/24, and said City
Council hereby orders that the work, as set forth and described in said Resolution of Intention be done
and made.
SECTION 4: The above-referenced diagram and assessment shall be filed in the Office of the
City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public
inspection.
SECTION 5: The City Clerk is hereby ordered and directed to immediately file a certified copy of
the diagram and assessment with the County Auditor. Said filing is to be made no later than the 3rd
Monday in August 2023.
Page 616 of 715
Resolution No. 2023-XXX – Page 2 of 2
ATTACHMENT 21
SECTION 6: After the filing of the diagram and assessment, the County Auditor shall enter on
the County assessment roll opposite each lot or parcel of land the amount assessed thereupon, as
shown in the assessment.
SECTION 7: The assessments shall be collected at the same time and in the same manner as
County taxes are collected, and all laws providing for the collection and enforcement of County taxes
shall apply to the collection and enforcement of the assessments.
SECTION 8: The assessments as above confirmed and levied for these proceedings will
provide revenue and relate to the fiscal year commencing July 1, 2023 and ending June 30, 2024.
PASSED, APPROVED, AND ADOPTED this ________ day of _____________ 2023.
Page 617 of 715
DATE:July 19, 2023
TO:President and Members of the Board of Directors
FROM:John R. Gillison, City Manager
INITIATED BY:Mike McCliman, Fire Chief
Tamara L. Oatman, Finance Director
Darci Vogel, Fire Business Manager
Michelle Cowles, Management Analyst II
SUBJECT:Public Hearing for Consideration of a Resolution Adopting the Fire
District's General Fund Final Budget for Fiscal Year 2023-24.
(RESOLUTION NO. FD 2023-034) (FIRE)
RECOMMENDATION:
Staff recommends the Fire Board approve a Resolution adopting the General Fund Final Budget
for FY 2023-24 in the amount of $51,263,990, which is a combination of $42,827,150 General
Fund operational expenditures and $8,436,840 Fire Protection Capital Fund expenditures.
BACKGROUND:
The Health and Safety Code, commencing with Section 13890 et seq, requires that Fire Protection
District:
1. Adopt a preliminary budget;
2. Publish a notice regarding a public hearing for final budget adoption; and
3. Adopt its final budget on or before October 1st of each year.
ANALYSIS:
In compliance with the above requirements, the Fire Board of Directors has:
1. Conducted a public budget workshop on June 15, 2023, and adopted the preliminary
budget on June 22, 2023;
2. Published on two (2) occasions in the Inland Valley Daily Bulletin notices regarding the
public hearing for consideration of final budget adoption; and
3. Submitted a proposed resolution adopting the General Fund Final Budget during the
Board meeting scheduled for July 19, 2023.
The preliminary budget has been available for public inspection in accordance with the Health
and Safety Code.
FISCAL IMPACT:
The actions taken by the Fire Board will establish the Rancho Cucamonga Fire Protection
District's final spending plan for Fiscal Year 2023-24.
Page 618 of 715
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COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This item brings together portions of the Council's vision and core values. Delivering vital fire and
life safety services to residents, visitors, and businesses through an innovative combination of
risk reduction and emergency response programs promotes and enhances a safe and healthy
community for all.
ATTACHMENTS:
Attachment 1 - Resolution No. FD 2023-034, General Fund Final Budget FY 2023-24
Page 619 of 715
Resolution No. FD 23-xxx – Page 1 of 1
ATTACHMENT 1
RESOLUTION NO. FD 2023-XXX
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO
CUCAMONGA FIRE PROTECTION DISTRICT, COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA, ADOPTING A FINAL
BUDGET FOR THE FISCAL YEAR JULY 1, 2023 THROUGH JUNE 30,
2024
WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District adopted its
General Fund Preliminary Budget on June 22, 2023, and made said preliminary budget available for
inspection by interested taxpayers; and
WHEREAS, the Board of Directors noticed a time and place for a public hearing regarding the
preliminary budget; and
WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District conducted
said hearing in accordance with requirements set forth in the Health and Safety Code of the State of
California.
NOW, THEREFORE, the BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE
PROTECTION DISTRICT HEREBY RESOLVES to adopt the General Fund Final Budget for the District
for Fiscal Year 2023/24 in the amount of $51,263,990, which is a combination of $42,827,150 General
Fund operational expenditures and $8,436,840 Fire Protection Capital Fund expenditures. The General
Fund's Final Budget is on file in the office of the Finance Director.
PASSED, APPROVED, and ADOPTED this 19th day of July 2023.
Page 620 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Matt Burris, AICP, LEED AP, Deputy City Manager – Community &
Economic Development
Matt Marquez, Planning & Economic Development Director
SUBJECT:Presentation from Empire Economics Inc. on the City’s Annual
Employment and Housing Trends Study and Analysis of the Current and
Future State of Warehousing and Distribution. (CITY)
____________________________________________________________________________
RECOMMENDATION:
Staff recommends that the City Council receive a presentation from Dr. Joe Janczyk of Empire
Economics Inc. on the City’s Annual Employment and Housing Trends Study and Analysis of the
current and future state of Warehousing and Distribution.
BACKGROUND:
Over the years the City has worked with Empire Economics to develop an annual forecast of
Rancho Cucamonga’s economic and housing growth and conditions. Additionally, supplemental
analysis of items such as high-speed rail was prepared on an as needed basis. Factors impacting
the City’s economy and housing market change regularly, and there is a need to understand the
reasons behind these changes and the impacts they have on the community.
On February 15, 2023, the City Council approved a professional services agreement with Empire
Economics for the main purpose of continuing to prepare these annual studies. The agreement
approved by Council covers a three-year period. This year, Empire was tasked with not only
producing an Employment and Housing Trends Study, but also an analysis of the Current and
Future State of Warehousing and Distribution. The Empire team has completed their work
and will now be presenting their findings to the City Council.
ANALYSIS:
As the City continues to grow and evolve, understanding changes to its economy and housing
market remain key for future planning efforts. Listed below are the information categories covered
in this year’s Employment and Housing Trends Study, along with key information or findings
for each category:
1. Overview of the Federal Reserve Board’s (FRB) Inflation Policy: The study’s
forecasting is based on the impacts of the FRB goal for inflation of 2%. Near term
restrictive policies will/have result in significantly higher mortgage rates as well as higher
unemployment rates. Additionally, stabilization policies once desired inflation rate is
attained will result in lower financial interest rates. Therefore, although the short-term
impacts of federal policies will adversely impact employment as well as the housing
Page 621 of 715
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market, the eventual result will generally be lower interest rates that will allow for a return
to normal growth conditions.
2. Expected Impacts on the Economy/Employment: The City’s economy has recovered
from the impacts of the Covid 19 pandemic. Certain sectors performed better than others
as the economy has evolved and reshaped itself. Among the relatively strong sectors,
administrative and support is much higher than pre-Covid 19 conditions. Policies at the
federal level will continue to impact the City’s economy over the next several years and
cause even more restructuring. It is anticipated that the real estate and finance sectors
will be impacted due higher mortgage and interest rates overall. Additionally, employment
growth was roughly 4,100 in 2021 and 5,200 in 2022, which was a new peak level. It is
anticipated that future employment growth between 2023 and 2027 will be roughly 1,200
to 2,200 per year.
3. Expected Impacts on the Housing Market: Near term policies at the Federal level have
significantly increased mortgage rate and this recent surge has significantly increased
mortgage payments. For example, with a 30-year fixed rate for a mortgage loan of
$800,000:
•For a 2.9% mortgage rate, the mortgage interest on the loan would be about
$400,000.
•For a mortgage rate of 6.9% (recent peak level), mortgage interest on the loan
exceeds $1,000,000.
While homeowners have recently purchased or refinanced their mortgage loans at
historically low rates, they have become reluctant to purchase another home with a much
higher new mortgage rate. For example, 72% of homebuyers in in the county have a
mortgage rate that is 4% or less. Many who are trying to purchase new homes will likely
have a much higher mortgage rate than their existing homes and will also need to find a
buyer for their current home who will be able to afford a higher mortgage rate. Eventually,
when inflation lowers, mortgage rates will decline, and a more normal housing market
should return.
4. Market Conditions for New Residential For-Sale and Apartment Units: The housing
stock in Rancho Cucamonga has recently undergone a significant shift from primarily for-
sale homes to multi-family apartment rentals. With regards to new for-sale homes, there
were 17 projects with 1,105 homes in 2020 that were on the marketplace, and now these
are all currently closed-out, occupied by homeowners. The sales rate in the City has
almost doubled from 2021 from 308 to 578 homes. Furthermore, although there are
several major projects in the planning process, these have not yet come onto the
marketplace. These include several apartment-style projects which account for over 1,500
additional units. Again, these projects are in various stages of the development process
and are in high demand. Rental rates in the City continue to increase. From 2015 until
now, rents have increased from $1,709 to $2,711 which represents a level that has been
consistently above those for San Bernardino County as a whole.
As discussed earlier in this report, in previous years the City has asked Empire Economics to
conduct additional or supplemental analysis of other items impacting the local economy and/or
housing market. This year, staff requested that they prepare an analysis of the Current and
Future State of Warehousing and Distribution. Listed below are the information categories
covered in this analysis, along with key findings for each category:
Page 622 of 715
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1. Demand for Warehousing/Distribution Centers in the Inland Empire: Currently 40%
of the nations imports from Asia are processed through the ports and then go into the
Inland Empire and beyond. The combination of imports and transportation systems
support the robust development of warehouse/distribution centers in the Inland Empire.
Within the Inland Empire, Rancho Cucamonga has a preferred location due to its proximity
to the ports, closer proximity to existing highways and rail lines, and closer proximity to
major population areas. Employment growth for these uses has been robust, even with
advancement in automation. The need for workers in this field is expected to still outpace
other segments until 2028.
The total square footage for new warehouse/distribution in the Inland Empire has
increased from 423 million in 2008 to 630 million in 2022. The average building size is
840,000 with some of the larger buildings in the 4 million square foot range. Buildings on
average are trending toward larger sizes, but despite fewer worker per square foot, the
larger buildings coupled with increased demand require more workers overall. The
demand for this type of space is expected to increase from 630 million square feet in 2022
to 806 million square feet in 2040.
2. Demand for Warehouse/Distribution Centers in Rancho Cucamonga: The share of
Warehouse/Distribution employment increased from 4.3% in 2010 to a peak level of 6.4%
in 2018. Since then, the share has decreased to about 5.0% during 2020-2022. The
decline can be attributed to new automation being built into new buildings and
implemented into older existing ones, as well as a stronger growth in various non-
warehouse/distribution sectors such as healthcare.
The average salaries of the warehouse/distribution workers in the city of $54,826 are
slightly below the average wages for the City as a whole of $56,261. Based upon the
average salary level for warehouse/distribution workers, they would not likely be able to
purchase a for-sale home in the city. While some workers may choose to rent an
apartment in the city, most would likely choose to live in another Inland Empire city that
would have lower housing costs.
The near-term warehouse/distribution projects that are currently under construction or in
the planning process have an estimated 4,500,000 square feet. The term absorption
utilized in Empire’s report (see attached) means that the space is fully constructed and is
being utilized for operations by a firm. Empire estimates that absorption will commence
in latter 2023, followed by significant levels of absorption in 2024 and 2025, with the
balance in 2026. Empire estimated the amount of employment that the projects in the
planning process will generate about 2,833 new jobs. The jobs created by the operation
of firms in warehouse/distribution follows a similar pattern to their absorption. New job
creation starts in 2023, with expected peak levels in 2024 and 2025, followed by the
remaining in 2026.
3. Benefits/Cost Analysis of Warehouse/Distribution: The labor market will be fully
recovered with over 300,000 new jobs being created in the Inland Empire, which exceeds
the jobs lost due to the pandemic, including significant losses in the warehouse/distribution
sector. Both the Inland Empire’s work force and wage numbers have grown over the last
two years at a rate greater than the State of California. Warehouse space in the Inland
Empire has a vacancy rate of 1.4% and is more expensive that similar space in Orange
and San Diego counties. These are all positive factors for the warehouse and distribution
market in the Inland Empire. Alternatively, there is a risk for a reduction in future growth
Page 623 of 715
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due to automation. Per the Institute of Spatial Economics, 75% of jobs in the logistics
industry could be at risk. Pollution associated with these uses continues to remain a
concern, as do health risks to those who live in close proximity. Additionally, traffic and
noise impacts are not anticipated to lessen.
4. Comparison of the Benefit/Costs for Potential Land Uses: Rancho Cucamonga’s
industrial economic and employee base is well established in the southern portion of the
City. This area has characteristics that provide for support for future
warehouse/distribution development, including established industrial buildings, easy
access to freeways, and large parcels that can accommodate large warehouse/distribution
buildings. While there is potential for the development of other land use types, such as
office or retail, their development potential is currently not as favorable as
warehouse/industrial as measured by economic metrics. For example, vacant rates for
warehouse/distribution are significantly lower (less than 2%) that the retail and office
sectors (6.5% and 5.3%). Rental rates are also less for warehouse/distribution in
comparison to other land use types. The warehouse/distribution sector will continue to
remain stable, despite the risks associated with this development type (traffic, pollution,
etc.), due the City and Inland Empire’s location, workforce, lower costs, and other factors
outlined in Empire’s reports.
In conclusion, Federal policies will continue to drive mortgage rates and unemployment. More
short-term rate hikes are expected. The market for existing homes expects to remain sluggish
through 2024. Home sales will also remain low due to current homeowners having historically
low mortgage rates. New residential development activity in the city remains primarily
apartments. Lastly, warehouse/distribution remains a primary growth factor in the area, but with
minimal economic benefits. In the City, the potential new warehouse/distribution development is
significant (4 million square feet), but the economic benefits are minimal.
FISCAL IMPACT:
There is no fiscal impact associated with this presentation to the City Council. The cost for the
2023 annual forecast and supplemental analysis of warehouse and distribution centers was
budgeted for in Fiscal Year 2022-2023. Funding came from General Fund- Non-Departmental
General / Contract Services 1001001-5300. Funding for work in the following years will be
requested as part of the annual budget process.
COUNCIL MISSION / VISION / GOAL(S) ADDRESSED:
This item addresses the City Council’s Core Values of “Intentionally embracing and anticipating
the future”, and “Equitable prosperity for all” by ensuring that Rancho Cucamonga’s vibrant
economy ensures prosperity and opportunities now and in the future.
ATTACHMENTS (1):
Attachment 1 – Employment and Housing Trends Study
Attachment 2 – Analysis of the Current and Future State of Warehousing and Distribution
Page 624 of 715
1CITY OF RANCHO CUCAMONGARECENT/EXPECTED EMPLOYMENT/HOUSING TRENDS/PATTERNSIMPACTS OF THE FEDERAL RESERVE GOAL OF 2% INFLATIONPREPAREDBY EMPIRE ECONOMICS, INC.JOSEPH T. JANCZYK, PH.D.APRIL 17, 2023(JUNE 2023 UPDATES TO FED POLICIES AND EMPLOYMENT)ATTACHMENT 1Page 625 of 715
TABLE OF CONTENTS PREVIEW: KEY QUESTIONS FOR RANCHO CUCAMONGA . ..............................................3EMPIRICAL FOUNDATION: DATA COMPILED SPECIFICALLY FOR RANCHO CUCAMONGA.......4I. OVERVIEW OF THE FEDERAL RESERVE BOARD (FRB) GOAL OF 2% INFLATION ........5II. EXPECTED IMPACTS ON THE ECONOMY/EMPLOYMENT ..9III. EXPECTED IMPACTS ON THE HOUSING MARKET . 19IV. MARKET CONDITIONS FOR NEW RESIDENTIAL FOR-SALE AND APARTMENT UNITS ......27CREDENTIAL/QUALIFICATIONS OF EMPIRE ECONOMICS . . . .362Page 626 of 715
PREVIEW: KEY QUESTIONS FOR RANCHO CUCAMONGA FED POLICY AND COVID-19 IMPACTS: HOW LONG WILL IT TAKE THE FEDERAL RESERVE BOARD TO ATTAIN ITS GOAL OF 2% INFLATION?HOW WILL THE FED POLICIES IMPACT INTEREST RATES AND UNEMPLOYMENT?HOW HAS THE COMPOSITION OF THE RANCHO CUCAMONGA ECONOMY CHANGE DUE TO COVID-19?WHAT ADDITIONAL SHIFTS CAN BE EXPECTED FROM THE FEDERAL RESERVE BOARD POLICIES?HOUSING PAYMENT, INVENTORY AND PRICE OUTLOOK: HOW HAVE ANNUAL HOUSING PAYMENTS FOR NEW HOMEOWNERS CHANGED FROM WHEN MORTGAGE RATES WERE ATHISTORICALLY LOW LEVELS TO THE CURRENTLY HIGHER RATES?HOW IS HOUSING INVENTORY IMPACTED BY EXISTING HOMEOWNERS NOT MOVING DUE TO HIGHER RATES?HOW MUCH MIGHT PRICES NEED TO DECLINE FOR THE MARKET TO RETURN TO NORMAL?LOCAL HOUSING TYPE SHIFT AND ABSORPTION: THE HOUSING MARKET HAS SHIFTED FROM NEW FOR-SALE PROJECTS TO NEW MULTIFAMILY APARTMENT RENTALS.HOW LONG WILL IT TAKE THE FORTHCOMING NEW APARTMENT UNITS TO BE ABSORBED IN THE MARKETPLACE?3Page 627 of 715
EMPIRICAL FOUNDATION: SPECIFIC DATA FOR RANCHO CUCAMONGA*PRIMARY DATA COMPILED BY EMPIRE ECONOMICS SPECIFICALLY FOR THE CITY*A. EMPLOYMENT AND PAYROLL DATA SPECIFICALLY FOR THE CITYEMPLOYMENT BY FIRMS IN CITY AND HOUSEHOLDS EMPLOYED IN THE CITYFOR EACH ECONOMIC SECTOR, TOTAL EMPLOYMENT, SHARES AND RECENT CHANGESFOR EACH ECONOMIC SECTOR, PAYROLL LEVELS AND RECENT CHANGES B. REAL PROPERTY FILES: SALES OF HOMES IN THE CITYNUMBER OF EXISTING/NEW HOMES SOLD DURING JAN. 2000 THROUGH 2022: ~52,500 CHARACTERISTICS FOR EACH HOME SOLD*PRODUCT TYPE * DATE OF SALE * PRODUCT TYPE * SALES PRICE * LIVING AREAINVENTORY AND PENDING LISTING LEVELS C. MARKET SURVEYS OF ACTIVE RESIDENTIAL FOR-SALES AND APARTMENT PROJECTS IN THE CITYMARKETING STATUS: HOMES CLOSED AND FUTURE SALES AS WELL AS RENTALS* SALES PRICES * INCENTIVES * LIVING AREAS * SPECIAL TAXESD. SITE VISITS FOR FORTHCOMING PROJECTS IN THE CITYCURRENT DEVELOPMENT CONDITION OF THE PROPERTIESSTATUS OF DEVELOPMENT APPROVALS CITY PLANNING DEPARTMENT 4Page 628 of 715
I. OVERVIEW OF THE FEDERAL RESERVE BOARD (FRB) GOAL OF 2% INFLATIONEMPIRE ECONOMICS (EMPIRE) ANNUAL ECONOMIC AND HOUSING MARKET STUDY FOR FORECASTING RANCHO CUCAMONGAS EMPLOYMENT AND HOUSING IS BASED UPON THE IMPACTS OF THE FEDERAL RESERVE BOARD (FRB/FED) GOAL OF 2% INFLATION.TO IDENTIFY AND QUANTIFY THE IMPACTS OF THE FEDS POLICIES, EMPIRE COMPILED PRIMARY DATA SPECIFICALLY FOR RANCHO CUCAMONGA (RC) WHICH INCLUDES EMPLOYMENT BY SECTOR AS WELL AS RECENT HOUSING SALES ALONG WITH THE CHARACTERISTICS OF THE MORTGAGES UTILIZED BY THESE HOUSEHOLDS. EMPIRE FORMULATED A MACROECONOMIC MODEL SPECIFICALLY FOR RANCHO CUCAMONGA THAT IS UTILIZED TO FORECAST THE IMPACTS OF THE FEDS POLICY OF ATTAINING A 2% INFLATION RATE.* NEAR-TERM FED RESTRICTIVE POLICIES HAVE/WILL RESULT IN SIGNIFICANTLY HIGHER MORTGAGE RATES AS WELL AS A HIGHER UNEMPLOYMENT RATE.* INTERMEDIATE-TERM FED STABILIZATION POLICIES ONCE THE 2% INFLATION RATE IS ATTAINED WILL RESULT IN LOWER FINANCIAL INTEREST RATES.THEREFORE, ALTHOUGH THE SHORT RUN IMPACTS OF THE FED POLICY ADVERSELY IMPACT THE EMPLOYMENT AS WELL AS THE HOUSING MARKET, THE EVENTUAL RETURN TO AN INFLATION RATE OF 2% WILL RESULT IN GENERALLY LOWER INTEREST RATES THAT WILL ENABLE THE ECONOMY AND HOUSING MARKET TO RETURN TO NORMAL GROWTH CONDITIONS.5Page 629 of 715
6CONSUMER PRICE INDEX (CPI)MEASURES THE CHANGE IN THE PRICE OFAFIXED BASKET OF GOODS AND SERVICES.THE FRB TARGET OF 2.0% INFLATION UTILIZES THE PERSONAL CONSUMPTION EXPENDITURE PRICE INDEX (PCE-PI)WHICH CAPTURES A CHANGING BASKET OF GOODSAND SERVICES, REFLECTING CONSUMER BEHAVIOR TO PRICE CHANGES.RECENT TRENDS/PATTERNS FOR INFLATION RATES2021-Q1
2021-Q2
2021-Q3
2021-Q4
2022-Jan.
2022-Feb.
2022-Mar.
2022-Apr.
2022-May
2022-June
2022-July
2022-Aug.
2022-Sept.
2022-Oct.
2022-Nov.
2022-Dec.
2023- Jan.
2023-Feb.
2023-Mar.
2023-Apr.
2023-May.INFLATION INDEX - YEAR OVER YEAR CHANGE BY QUARTER AND MONTHLYPage 630 of 715
7CURRENT FRB MONETARY POLICIES EXPECTED TO REDUCECORE INFLATION TO THE 2% GOAL BY 4THQTR. 2025SOURCE: FEDERAL OPEN MARKET COMMITTEE, ECONOMIC PROJECTIONS, JUNE 14, 2023TABLE 1 MEDIAN Page 631 of 715
8FEDERAL FUNDS RATE EXPECTED TO PEAK IN 2023-4THQTR.UNEMPLOYMENT RATE EXPECTED TO PEAK AT ABOUT 4.5% 2024-4TH 2025-4THQTRSOURCE: FEDERAL OPEN MARKET COMMITTEE, ECONOMIC PROJECTIONS, JUNE 14, 2023TABLE 1 MEDIAN BUT NOT A SMOOTH PATHJEROME POWELL STATED THAT THERE WAS FAVORABLE PROGRESS IN JANUARY 2023SHORTLY THEREAFTER: UNEXPECTED JOB SURGE (+517,000) & UNEMPLOYMENT 3.4%, A 53 YR. LOWBUT FOR MARCH 2023, JOB GROWTH WAS LOWER (+236,000) AND UNEMPLOYMENT ROSE SLIGHTLY TO 3.5%0.3%4.4%5.6%4.6%3.4%2.5%0%1%2%3%4%5%6%PROBABLE - FED RATEPage 632 of 715
II. EXPECTED IMPACTS ON THE ECONOMY/EMPLOYMENTTHE CITYS ECONOMY HAS RECENTLY RECOVERED FROM THE IMPACTS OF COVID, AND THIS HAS RESULTED IN A RESTRUCTURING OF THE ECONOMIC SECTORS:AMONG THE RELATIVELY STRONG SECTORS, ADMINISTRATIVE/SUPPORT IS MUCH HIGHER THAN PRE-COVIDAMONG THE RELATIVELY WEAK SECTORS, MANUFACTURING IS MUCH LOWER THAN PRE-COVIDTHE FEDS POLICIES WILL HAVE ANOTHER RESTRUCTURING IMPACT DURING THE NEXT SEVERAL YEARS, WITH THE SECTORS THAT ARE EXPECTED TO BE MOST IMPACTED, SUCH AS: REAL ESTATE DUE TO SIGNIFICANTLY HIGHER MORTGAGE RATESFINANCE DUE TO HIGHER INTEREST RATES OVERALLACCORDINGLY, BASED UPON THE COMPOSITION OF THE CITYS ECONOMIC BASE, EMPIRE IDENTIFIES THE DEGREE TO WHICH SPECIFIC SECTORS WILL BE IMPACTED ALONG THEIR IMPACTS ON THE AGGREGATE LEVELS OF EMPLOYMENT:POTENTIAL CHANGES IN THE LEVELS OF EMPLOYMENT BY SECTORSFORECASTS OF AGGREGATE EMPLOYMENT CHANGES, ANNUALLY9Page 633 of 715
10RECENT EMPLOYMENT TRENDS BY VARIOUS GEOGRAPHIC AREAS SINCE MARCH 2020, COVID-19 HAS DRAMATICALLY IMPACTED THE ECONOMY/EMPLOYMENT IN UNIQUE WAYSAPRIL 2020: EMPLOYMENTDECLINED SIGNIFICANTLY, BY -18% FOR THE CITYSINCE MAY 2020, EMPLOYMENT STARTED TO RECOVER,SURPASSING ITS PRE-COVID LEVELS IN NOVEMBER 2021AS OF MAY 2023, THE CITY ISABOUT +3%ABOVEITS PRE-COVID LEVELSTHE CITYS RATE OF RECOVERY HAS BEEN GENERALLYBETWEEN RIV-SB (HIGHER END)AND CALIFORNIA(LOWER END)
Jan.-Feb. 2020
20-Apr
20-Jun
20-Aug
20-Oct
20-Dec
21-Feb
21-Apr
21-Jun
21-Aug
21-Oct
Dec-21
Feb-22
Apr-22
Jun-22
Aug-22
Oct-22
Dec-22
Feb-23
Apr-23
% TOTAL NONFARM EMPLOYMENT VS. PRE-COVID LEVELS (JAN.-FEB. 2020)Page 634 of 715
UNEMPLOYMENT RATES: HISTORICALLY AND RECENTLYUNEMPLOYMENT RATES BY GEOGRAPHIES(MAY 2023)RANCHO CUCAMONGA HAD AN UNEMPLOYMENT RATE (3.1%)BELOW THAT OF BOTH SAN BERNARDINO COUNTY (4.3%)AND THE UNITED STATES (3.7%)THE CITYS RELATIVELY LOW UNEMPLOYMENT RATE REDUCES THE SUPPLY OF ITS AVAILABLE WORKERS 11RANCHO CUCAMONGA MONTHLY UNEMPLOYMENT RATES (JANUARY 2010 MAY 2023)CITYS RATE DECLINED FROM 10% IN 2010 TO 2,6% IN DEC. 2019COVID-19 CAUSED THE RATE TO RISE TO 12.9% IN MAY 2020AS THE ECONOMY RECOVERED, THE RATE WAS 2.6% IN MAY 2022MOST RECENTLY, THE RATE WAS 3.1% IN MAY 20232010-Jan2010-Jul2011-Jan2011-Jul2012-Jan2012-Jul2013-Jan2013-Jul2014-Jan2014-Jul2015-Jan2015-Jul2016-Jan2016-Jul2017-Jan2017-Jul2018-Jan2018-Jul2019-Jan2019-Jul2020-Jan2020-Jul2021-Jan2021-Jul2022-Jan2022-July2023-JanPage 635 of 715
12COMPOSITION OF RANCHO CUCAMONGA EMPLOYMENT BY SECTOR25.5% OF JOBS ARE IN TWO LARGEST SECTORS: ADMINISTRATIVE SUPPORT SERVICES AND RESTAURANT/HOTELSANOTHER 31.9% OF JOBS: GOVERNMENT, RETAIL TRADE, AND MANUFACTURING Page 636 of 715
13RANCHO CUCAMONGA EMPLOYMENT BY SECTORS: COVID RESTRUCTURING IMPACTS(2022 VS. 2019 PRE-COVID)SECTORS WITH BIGGEST JOB ADDITIONS 2022 VS. 2019:ADMINISTRATIVE SUPPORT ~ +1,200 AND WHOLESALE TRADE ~ +800 SECTORS WITH BIGGEST JOB LOSES 2022 VS. 2019: MANUFACTURING ~ -1,400 AND RETAIL TRADE ~ -500Page 637 of 715
14RANCHO CUCAMONGA EMPLOYMENT BY SECTORS 2022 SALARIESOVERALL AVERAGE SALARY FOR 2022: $56,261 HIGHEST PAYING SECTORS: FINANCE AND INSURANCE, CONSTRUCTION, MANUFACTURING, WHOLESALE TRADELOWEST PAYING SECTORS: RESTAURANT/HOTELS, EDUCATIONAL SERVICES, RETAIL, ADMINISTRATIVE SUPPORTPage 638 of 715
RANCHO CUCAMONGA VS. CALIFORNIA: EMPLOYMENT RECOVERY BY SECTORSOVERALL, RANCHO CUCAMONGA AGGREGATE TOTAL NONFARM EMPLOYMENT IS ABOVE PRE-COVID-19 PEAK15DEC. 2022 RANCHO CUCAMONGA SECTORSAHEADOF CALIFORNIAINFORMATIONADMINISTRATIVEPROFESSIONALEDUCATION REAL ESTATEACCOMMODATION AND FOOD SERVICEHEALTHCARE WHOLESALE TRADEGOVERNMENT DEC. 2022 RANCHO CUCAMONGA SECTORSBEHIND CALIFORNIATRANSPORTATION AND WAREHOUSINGRETAIL TRADEFINANCE / INSURANCEOTHER SERVICES CONSTRUCTIONARTS, ENTERTAINMENT, RECREATION MANUFACTURING MANAGEMENTPage 639 of 715
RANCHO CUCAMONGA - RECENT AND FORECASTED AGGREGATE LEVELS OF EMPLOYMENT(2000-2022 RECENT & 2023-2027 FORECAST)TOTAL EMPLOYMENT BY FIRMS LOCATED IN RANCHO CUCAMONGA DECLINED BY SOME -6,400 FROM 2019 TO 2020 EMPLOYMENT INCREASED BY ~4,100 IN 2021 AND IN 2022 BY ~5,200, EXCEEDING ITS PRE-COVID LEVELDURING 2023-2027, EMPLOYMENT AMONG THE VARIOUS SECTORS IS EXPECTED TO CONTINUE TO RISEADDITIONALLY, ANOTHER ~2,800 JOBS ARE EXPECTED TO BE CREATED FROM NEW WAREHOUSE BUILDINGS EMPLOYMENT SURPASSED ITS PRIOR 2018 PEAK LEVEL IN OCTOBER 2022FUTURE EMPLOYMENT GROWTH WILL BE GENERATED BY MOST SECTORS, INCLUDING WAREHOUSE/DISTRIBUTION1636,830
41,124
45,503
52,496
56,545
60,591
65,139
64,358
62,974
59,054
58,210
61,188
63,884
66,188
71,253
73,262
75,159
75,383
75,611
74,445
68,040
72,122
77,360
78,943
81,168
83,389
84,992
86,192
20002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022-Est.2023-F2024-F2025-F2026-F2027-FPage 640 of 715
17FORECAST OF ANNUAL RANCHO CUCAMONGA EMPLOYMENT ANNUAL CHANGES BASED UPONACONSIDERATION OF RECENT/EXPECTEDECONOMICEMPLOYMENTTRENDS FOR FIRMS IN THE CITYEMPLOYMENT GROWTH WAS ~4,100 IN 2021AND ~ 5,200 IN 2022, ATTAINING ANEW PEAK LEVELFUTURE GROWTH IN 2023-2027 IS EXPECTED TO AMOUNT TO ~1,200-2,200 PER YEAR, INCLUDING ~400-1,000 PER YEAROFADDITIONALWAREHOUSE/DISTRIBUTION JOBS
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18LOCATION OF EMPLOYMENT VS. AFFORDABILITY OF HOUSINGRANCHO CUCAMONGAS HOUSEHOLDS WITH JOBS (BLUE LINE) EXCEED THE NUMBER OF JOBS BY FIRMS IN THE CITY (GREEN LINE)ABOUT 17,000 (NET) CITY RESIDENTS COMMUTE TO JOBS OUTSIDE THE CITY, TYPICALLY AT HIGHER SALARIESTHAT ENABLE THEM TO AFFORD HOUSING IN THE CITYFOR WAREHOUSE/DISTRIBUTION WORKERS WITH SALARIES OF ABOUT $55,000/YR.MANY WILL NEED TO SEEK MORE AFFORDABLE HOUSING OUTSIDE OF THE CITY. 20002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022-Est.2023-F2024-F2025-F2026-F2027-FPage 642 of 715
III. EXPECTED IMPACTS ON THE HOUSING MARKETNEAR-TERM: RESTRICTIVE FED POLICIES HAVE SIGNIFICANTLY INCREASED MORTGAGE RATES.RECENT SURGES IN MORTGAGE RATES HAVE SUBSTANTIALLY INCREASED MORTGAGE PAYMENTS FOR PURCHASERS OF EXISTING AND NEW HOMES.FOR EXAMPLE, WITH A 30 YEAR FIXED RATE FOR A MORTGAGE LOAN OF $800,000:FOR A 2.9% MORTGAGE RATE, THE MORTGAGE INTEREST ON THE LOAN WOULD BE ABOUT $400,000.FOR A MORTGAGE RATE OF 6.9% (RECENT PEAK LEVEL), MORTGAGE INTEREST ON THE LOAN EXCEEDS $1,000,000.THE MAJORITY OF US HOMEOWNERS HAVE RECENTLY PURCHASED/REFINANCED THEIR MORTGAGE LOANS AT HISTORICALLY LOW RATES, SO THEY MAY BE RELUCTANT TO PURCHASE ANOTHER HOME WITH A MUCH HIGHER NEW MORTGAGE RATE.72% OF HOMEOWNERS HAVE A MORTGAGE RATE THATS 4.0% OR LESS55% OF HOMEOWNERS HAVE A RATE THAT IS 3.5% OR LESS34% HAVE A RATE THATS 3.0% OR LESSMOVE UP PURCHASERS FOR HOMES WILL LIKELY HAVE A MUCH HIGHER MORTGAGE RATE THAN THEIR EXISTING HOMES.FURTHERMORE, THEY WILL ALSO NEED TO FIND A BUYER FOR THEIR CURRENT HOME WHO WILL BE ABLE TO AFFORD AHIGHER MORTGAGE RATE.EVENTUALLY WHEN INFLATION RETURNS TO 2%, MORTGAGE RATES DECLINE, NORMAL HOUSING MARKET RETURNS. FINANCIAL MARKETS WILL REACT POSITIVELY TO THE FED BEING ON A SUSTAINED PATH TO SUCCESSFULLY ACCOMPLISH THE 2% INFLATION TARGET.SUCH LOWER INFLATION RATES, IN TURN, SHOULD RESULT IN LOWER MORTGAGE RATES.THE HOUSING MARKET RETURNS TO A NORMAL LEVEL OF SALES AND APPRECIATION.19Page 643 of 715
20ANNUAL PRICE CHANGE FOR RANCHO CUCAMONGA (2000 2022)FROM 2000 TO 2022, PRICES HAVE GONE THROUGH FOUR MAJOR PERIODS: 2000-2006: STRONG GROWTH DRIVEN BY CREATIVE FINANCE, PRICES RISING ABOUT 20% PER YEAR 2006-2010: HOUSING BUBBLE CORRECTION WITH PRICES FALLING -10% PER YEAR 2010-2020: STEADY PRICE RISE OF ~5% PER YEAR 2020-2022: COVID-19 IMPACT WITH PRICES RISING BY SOME 18%/YR DUE TO HISTORICALLY LOW MORTGAGE RATES TOTAL PRICE INCREASE BY TIME PERIOD BY TYPE $234,814
$261,078
$298,204
$364,662
$467,093
$566,348
$620,278
$614,926
$451,042
$383,044
$379,900
$389,151
$398,402
$449,754
$489,667
$513,452
$534,307
$568,142
$606,769
$606,040
$653,712
$767,633
$876,332
$131,493
$140,081
$163,679
$202,156
$256,041
$342,651
$362,206
$347,120
$269,627
$218,865
$220,711
$238,177
$255,642
$281,869
$298,684
$301,124
$319,521
$341,264
$366,727
$363,284
$371,745
$443,082
$511,176
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21SALES OF EXISTING/NEW HOMES IN RANCHO CUCAMONGASINGLE-FAMILY DETACHED AND ATTACHED, 2000-2022SALES OF EXISTING/NEW SINGLE FAMILY DETACHED HOMES DECLINED FROM 1,509 IN 2021 TO 1,068 IN 2022, LOWEST SINCE ATLEAST 2000WHILE THE SALES OFATTACHED HOMES DECLINED FROM 391 IN 2021 TO 315 IN 2022, THE LOWEST SINCE 2013THESE DECLINES CAN BEATTRIBUTED TO HIGHER MORTGAGE RATESoEXISTING HOMEOWNERS WANT TO KEEPTHEIR HISTORICALLY LOW MORTGAGE RATESoPURCHASERS OF HOMES FACE HIGHER NEW MORTGAGE RATES2,3462,5523,0153,1042,8592,8632,0151,3381,4941,5691,5771,1921,2281,4701,3611,5821,5191,4781,3381,3201,4271,5091,068390
438
480
577
837
983
629
474
410
535
435
294
269
348
348
340
330
394
321
319
355
391
315
Page 645 of 715
TRENDS/PATTERNS FOR U.S. MORTGAGE RATES SINCE 2018 MORTGAGE RATES ARE A SECONDARY DRIVER OF HOUSING DEMAND; EMPLOYMENT GROWTH IS TYPICALLY THE PRIMARY DRIVERMORTGAGE RATES HAD A PRIOR PEAK OF 4.9% IN NOVEMBER 2018RATES THEN DECLINED TO THEIR LOWEST LEVEL OF 2.8% IN JANUARY 2021, DUE TO FED POLICIES TO STIMULATE THE ECONOMY RATES REMAINED AT HISTORICALLY LOW LEVELS, BELOW 3.2%, THROUGH DECEMBER 2021 BUT THEN DUE TO HIGHER INFLATION, MORTGAGE RATES ROSE TO 6.9% IN OCTOBER 2022 AND REMAINED ABOVE 6.0% IN 202322January 2018
March 2018
May 2018
July 2018
September 2018
November 2018
January 2019
March 2019
May 2019
July 2019
September 2019
November 2019
January 2020
March 2020
May 2020
July 2020
September 2020
November 2020
January 2021
March 2021
May 2021
July 2021
September 2021
November 2021
January 2022
March 2022
May 2022
July 2022
September 2022
November 2022
January 2023
March 2023
May 2023
30-YEAR FIXED MORTGAGE RATESPage 646 of 715
RANCHO CUCAMONGA ANNUAL HOUSING PAYMENTS BY MONTH (JAN. 2018 DEC. 2024 FORECAST) ANNUAL HOUSING PAYMENTS REPRESENT THE SUM OF MORTGAGE PRINCIPAL, MORTGAGE INTEREST AND PROPERTY TAXES FROM JANUARY 2019 TO DECEMBER 2020HOUSING PAYMENTS WEREABOUT~$33,000/YR; LOWER RATES OFFSET HIGHER PRICESDURING 2021HOUSING PAYMENTS ROSE TO~$40,000/YR.:MORTGAGE RATES WERE RELATIVELY STABLE BUT PRICES ROSE SUBSTANTIALLYTHEN IN LATTER 2022, PAYMENTS ROSE TO~$51,000/YR.:PRICES CONTINUED TO INCREASEAND RATES ROSE SIGNIFICALLYTO ABOUT ~6.5%23E. DECEMBER 2024:IF CURRENT HOUSING PRICES DECLINED BY -8% AND MORTGAGE RATES DECLINED TO 4.5% BY DECEMBER 2024, THE PAYMENT WOULD FALL TO $38KA. 2019-2020: LOWER RATES OFFSET HOUSING APPRECIATIONB. 2021: RISING PRICES AND STABLE RATES DROVE PAYMENTS HIGHER. C. EARLY 2022: HIGHER PRICES AND MORTGAGE RATES DROVE PAYMENTS EVEN HIGHERANNUAL HOUSINGPAYMENT LEVELSD. MID-LATER 2022: FALLING PRICES OFFSET BY RISING MORTGAGE RATES AS PAYMENTS GO EVEN HIGHER1/1/20185/1/20189/1/20181/1/20195/1/20199/1/20191/1/20205/1/20209/1/20201/1/20215/1/20219/1/20211/1/20225/1/20229/1/20221/1/20235/1/20239/1/20231/1/20245/1/20249/1/2024ANNUAL HOUSING PAYMENT AMOUNTS (IN JAN. 2023 $) ..A .| .B .|..C |..D..| .. . ......EPage 647 of 715
24RANCHO CUCAMONGA SHARE OF ANNUAL HOUSING PAYMENTS BY MONTH (JAN. 2018 DEC. 2024 F) ANNUAL HOUSING PAYMENTS = MORTGAGE PRINCIPAL + MORTGAGE INTEREST + PROPERTY TAXES FOR THE FIRST YEAR A. JAN. 2018:MORTGAGE INTEREST PAYMENT SHARE MADE UPABOUT34%OF THE TOTALANNUAL HOUSING PAYMENTB. JAN. 2018 TO DEC. 2020:MORTGAGE INTEREST PAYMENT SHARE DECLINED TO25%:RATES FELLAND PRINCIPAL SHARE ROSE WITH PRICESC. DEC. 2020 TO NOV. 2022:MORTGAGE INTEREST RATE SHARE ROSE TOALMOST50%AS MORTGAGE RATES ROSE.PURCHASERS OF HOMES AT CURRENT RATES HAVE TWICEAS MUCH MORTGAGE INTEREST THANAT HISTORICALLY LOW RATES1/1/20185/1/20189/1/20181/1/20195/1/20199/1/20191/1/20205/1/20209/1/20201/1/20215/1/20219/1/20211/1/20225/1/20229/1/20221/1/20235/1/20239/1/20231/1/20245/1/20249/1/2024ANNUAL HOUSING PAYMENT SHARES (ADJUSTED FOR INFLATION)A B CPage 648 of 715
RANCHO CUCAMONGA HOUSING SUPPLY, DEMAND, AND PRICE APPRECIATION (JAN. 2018 DEC. 2022)A. IN 2018 TO EARLY2020, THE CITY HOUSING INVENTORY(SUPPLY/RED)WAS HIGHER THAN PENDING SALES(DEMAND/GREEN),NORMALB. HOWEVER, BEGINNING IN2NDQUARTER OF 2020, HOUSING DEMANDAND SUPPLY STARTED TO CONVERGEAND MET IN 2021C. ONCE SUPPLYAND DEMAND CURVES STARTED TO CONVERGE, THIS WAS FOLLOWED BYA SIGNIFICANT INCREASE INPRICEAPPRECIATIOND. DURING 2022,INVENTORY EXCEEDED PENDING SALES, CLOSER TO NORMAL PATTERNS, BUTINVENTORYSTILLLOW DUE TO HIGH RATES252018-03-01
2018-06-01
2018-09-01
2018-12-01
2019-03-01
2019-06-01
2019-09-01
2019-12-01
2020-03-01
2020-06-01
2020-09-01
2020-12-01
2021-03-01
2021-06-01
2021-09-01
2021-12-01
2022-03-01
2022-06-01
2022-09-01
2022-12-01RANCHO CUCAMONGA HOUSING PRICE CHANGE SINCE JAN. 2018RANCHO CUCAMONGA PENDING LISTINGS AND INVENTORY .. .A .. .| .B ....| .....C .. | ...D ..Page 649 of 715
RANCHO CUCAMONGA HOUSING INVENTORY (SUPPLY) AND PENDING LISTINGS (DEMAND) (2018 2022) A. FOR 2018-2020, THE LEVEL OF FOR-SALE HOMES/INVENTORY WAS HIGHER THAN DEMAND/SALES, NORMAL CONDITIONSB. BUT IN 2021, DUE TO COVID-19, INVENTORY DECLINED SIGNIFICANTLY, UNIQUE CONDITIONC. FOR 2022 THERE WERE DECLINES IN DEMAND (AFFORDABILITY) AND SUPPLY (SLOW SALES) DUE TO HIGHER MORTGAGE RATES.26A B CRANCHO CUCAMONGA PENDING LISTINGS AND INVENTORY (2018-2020, 2021 ANNUAL AVERAGE; 2022 AND 2023 BY MONTH)DEMAND 2022;MONTHLYSUPPLY 2022;MONTHLYDEMAND 2023SUPPLY 2023; MONTHLYRANCHO CUCAMONGA PENDING LISTINGS AND INVENTORY (2018-2020, 2021 ANNUAL AVERAGE; 2022 AND 2023 BY MONTH)SUPPLY 2021AVG. DEMAND 2021;MONTHLYRANCHO CUCAMONGA PENDING LISTINGS AND INVENTORY (2018-2020, 2021 ANNUAL AVERAGE; 2022 AND 2023 BY MONTH)Page 650 of 715
27IV. MARKET CONDITIONS THE NEW RESIDENTIAL FOR-SALE AND APARTMENTS UNITSTHE COMPOSITION OF THE RANCHO CUCAMONGA HOUSING MARKET FOR NEW HOMES AND APARTMENT UNITS HASRECENTLY UNDERGONE A SIGNIFICANT SHIFT FROM PRIMARILY FOR-SALE HOMES TO MULTIFAMILY APARTMENTRENTALS.WITH REGARDS TO NEW FOR-SALE HOMES,THERE WERE 17 PROJECTS WITH 1,105 HOMES IN 2020 THAT WERE ON THEMARKETPLACE,AND NOW THESEAREALL CURRENTLYCLOSED-OUT, OCCUPIED BY HOMEOWNERS.FURTHERMORE, ALTHOUGH THERE ARE SEVERAL MAJOR PROJECTS IN THE PLANNING PROCESS, THESE HAVE NOT YETCOME ONTO THE MARKETPLACE NORAREANY OF THEM EXPECTED TO HAVE MARKET ENTRIES DURING 2023.WITH REGARDS TO MULTIFAMILY APARTMENTS,THE PLANNED COMMUNITY OF THE RESORT HAD A MAJOR APARTMENTPROJECT COME ONTO THE MARKET IN 2022 WHICH IS EXPECTED TO HAVE 867 UNITS.ADDITIONALLY, THERE ARE ANOTHER SIX APARTMENT PROJECTS THAT ARE EXPECTED TO HAVE 1,803 ADDITIONAL UNITS.THREE OF THESE PROJECTS HAVE ALREADY PULLED BUILDING PERMITS FOR 614 UNITS, AND THE OTHER THREE AREEXPECTED TO COMPLETE THEIR PLANNINGAPPROVALSAND MAY COMMENCE DEVELOPMENT BY THE END OF 2023.THIS SECTION FOCUSES UPON THE RANCHO CUCAMONGAMARKET CONDITIONS FOR MULTIFAMILY APARTMENT HOUSINGSECTOR,AND DISCUSSES THEABSORPTION OFTHE CURRENTLYACTIVE AND FORTHCOMING PROJECTS.
Page 651 of 715
28RANCHO CUCAMONGA FOR-SALE HOMES: PRICE PATTERNS AND SALES TRENDSTHE RECENT 2021 SALES RATE ALMOST DOUBLED FROM 2020, FROM 308 TO 578 HOMESTHE VALUE RATIO ROSE SUBSTANTIALLY, FROM $300/SQ.FT. IN 2020 TO $428/SQ.FT. IN 2021THE SINGLE REMAINING PROJECT IN 2022 CLOSED OUT ITS 17 HOMESPage 652 of 715
OVERVIEW OF APARTMENT RENTAL RATES SAN BERNARDINO COUNTY AND RANCHO CUCAMONGA29FOR SAN BERNARDINO COUNTY (SBC) RENTS INCREASED FROM AROUND $1,419 IN EARLY 2015 TO $2,458 RECENTLY.WHILE FOR RANCHO CUCAMONGA RENTS INCREASED FROM $1,709 IN EARLY 2015 TO $2,711 RECENTLYSO RANCHO CUCAMONGA RENT LEVELS HAVE CONSISTENTLY BEEN ABOVE THOSE FOR SAN BERNARDINO COUNTY AS A WHOLE.3/1/15 9/1/15 3/1/16 9/1/16 3/1/17 9/1/17 3/1/18 9/1/18 3/1/19 9/1/19 3/1/20 9/1/20 3/1/21 9/1/21 3/1/22 9/1/22APARTMENT RENT TRENDS RANCHO CUCAMONGA & SAN BERNARDINO COUNTYPage 653 of 715
OVERVIEW OF APARTMENT RENTAL APPRECIATION RATES SAN BERNARDINO COUNTY AND RANCHO CUCAMONGA30THE APARTMENT MARKET FOR SAN BERNARDINO COUNTY (SBC) EXPERIENCED AN APPRECIATION RATE OF ABOUT 5% ANNUALLY FROM 2017 TO SUMMER 2020. BUT FOR RANCHO CUCAMONGA (RC), ALTHOUGH RENTS APPRECIATED AT 5% IN 2017, THE RATE DECLINED TO 0% IN SUMMER 2020.IN SUMMER 2021 SBC AND RC BOTH EXPERIENCED PEAK APPRECIATION RATES OF ABOUT ~20%.HOWEVER, SINCE SEPTEMBER 2021, FOR BOTH SBC AND RC, APPRECIATION RECENTLY DECLINED TO LESS THAN 5%. -5%0%5%10%15%20%25%APARTMENT RENT PATTERNS - CHANGES ANNUALLYRANCHO CUCAMONGA & SAN BERNARDINO COUNTYRancho CucamongaSan Bernardino CountyPage 654 of 715
31HOMECOMING IS LOCATED IN A PLANNED COMMUNITY (THE RESORT) WHICH HAS A COPIOUS AMENITY PACKAGE.RENTS RANGE FROM $2,499 FOR 776 SQ.FT. TO $4,898 FOR 2,349 SQ.FT.THE OTHER FORTHCOMING APARTMENT PROJECTS ARE NOT IN PLANNED COMMUNITIES SO THEIR RENTS MAY BE LOWER.RENTS FOR A CURRENTLY ACTIVE PROJECT: HOMECOMING AT THE RESORTPage 655 of 715
32RANCHO CUCAMONGA NEW APARTMENT PROJECTS APPROXIMATE LOCATIONSABCEFDGPage 656 of 715
RANCHO CUCAMONGA NEW APARTMENT PROJECTSCURRENTLY ACTIVE, UNDER CONSTRUCTION AND NEAR TERM 33THERE ARE A TOTAL OF SEVEN ACTIVE, UNDER CONSTRUCTION AND NEAR-TERM APARTMENT PROJECTS THAT ENTITLEMENTS FOR 2,670 UNITS, OF THESE, 1,349 HAVE HAD PERMITS ISSUED.867193131660260311248735175963430 0 001002003004005006007008009001000RANCHO CUCAMONGA NEW APARTMENT PROJECTSCURRENT PROJECT STATUSTOTAL UNITSBUILDING PERMITSPage 657 of 715
34CHARACTERISTICS OF THE NEW APARTMENT PROJECTSCURRENTLY ACTIVE, UNDER CONSTRUCTION, NEAR TERM & FUTURE(SOURCE: CITY OF RANCHO CUCAMONGA)Page 658 of 715
35MARKET DEMAND IS ESTIMATED BASED UPON THE CITYS OVERALL EMPLOYMENT GROWTH WITH SPECIAL CONSIDERATION FOR NEWLY DEVELOPING WAREHOUSE/DISTRIBUTION FACILITIES WITH ~2,800 NEW JOBS.ABSORPTION AMONG THE PROJECTS IS PRIORITIZED ACCORDING TO THEIR CURRENT DEVELOPMENT APPROVAL STATUS.THE PACE OF NEW DEVELOPMENT IS EXPECTED TO OCCUR IN A SYNCHRONIZED MANNER TO MAINTAIN STABLE RENTS.SHOULD EXCESS UNITS ENTER THE MARKETPLACE, RENTS WOULD NEED TO BE LOWERED TO MAINTAIN ABSORPTION.ESTIMATED ABSORPTION SCHEDULES FOR NEW APARTMENT PROJECTS NUMBER OF APARTMENT RENTAL'S - ANNUALLY
Page 659 of 715
36Resume: Joseph T. Janczyk, Ph.D.President of Empire EconomicsEducation:University of California, Riverside, Ph.D. in Economics, Completed in 1976Specializations in Urban Economics, Mathematical Modeling and Econometric AnalysisState University of New York at Buffalo, Bachelors, Completed in 1970Dual Majors: Economics and Psychology Prior Employment: California State University, Tenured Economics Professor: 1976-1985Courses Taught: Microeconomics, Macroeconomics, Urban Economics, Regional, Computer Modeling, Econometrics, among othersEmpire Economics:Chairman and President: 1986-Present Perform Independent Real Estate Consulting Services Primarily for Land Secured FinancingsWork for Public Entities including Counties, Cities, School Districts and Water Districts Long-term Relationships with Many Clients, 25+ years Well Established Relationships with Numerous Professionals in the Municipal Finance Industry Performed 500+ Studies on behalf of Public Entities for $15B+ in municipal financingoLand Secured Financings for Planned Communities, Business Parks and Retail Centersfor 400+ CFDs/ADs for $7.5B bondsPrice Point Study Establish Special Taxes that conform to public entities policies Market Absorption Studies - Provide timelines for phasing infrastructureHomeowner Equity Studies and Forecasts of Assessed Values Economic Forecasting Studies: Forecast Employment and Housing DemandSocioeconomic Studies Orange County Transportation Corridors: 2 studies $2.75B bondsoDesignated as Municipal Bond Issue of the Year for 1999 oRating Agency and Bond Insurer Presentations Trips to New York CityMortgage Revenue Bond Issues: Lower Mortgage Rates 50+ studies for $1.7B bondsOther Municipal Bond Issues: 35+ studies $2B+ bonds; Certificates of Participation, others Forthcoming Bond Issues: 25+ studies for $400M+ future bond salesIndustry Contributions Regular Speaker/Panelist at Following Events: State Treasurer, Mr. John Chiang: Council of Economic Advisors: January 2015 December 2018oBi-annual meetings and published articles in the Treasurers Newsletter, IntersectionsUCLA Municipal Bond Financing Seminars (10+ times, as Featured Speaker) Bond Buyer Conference League of Cities Municipal Bond Industry Association Best Practices for Continuing Disclosure Appraisal Standards for Land Secured Financing by CDIAC Meetings with Municipal Bond Funds Dedicated to Public Sector: Certifications Provided in each Study:Empire has not performed any consulting services for the CFD/AD property owners nor the developers/builders, during the past thirty years.Empire will not perform any consulting services for the CFD/AD property owners nor the developers/builders, during the next five years.
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1CITY OF RANCHO CUCAMONGATHE CURRENT AND FUTURE STATE OF WAREHOUSE/DISTRIBUTIONECONOMIC, ENVIRONMENTAL AND OPPORTUNITY COST IMPACTSPREPAREDBY EMPIRE ECONOMICS, INC.JOSEPH T. JANCZYK, PH.D.APRIL 17, 2023(JUNE 2023 UPDATES TO RECENT VACANCY RATES AND LEASE RATES)ATTACHMENT 2Page 661 of 715
THE INLAND EMPIRE (IE) HAS A STRATEGIC GEOGRAPHIC LOCATION WITHIN SOUTHERN CALIFORNIA THAT HAS RECENTLY ATTRACTED NUMEROUS WAREHOUSE/DISTRIBUTION (W/D) FACILITIES OVER THE LAST 30 YEARS, GAINING EVEN MORE TRACTION IN RECENT YEARS.FURTHERMORE, WITHIN THE IE, RANCHO CUCAMONGA (RC) HAS A STRATEGIC LOCATION AS COMPARED TO EASTERLY CITIES, SINCE RC IS IN CLOSER PROXIMITY TO BOTH THE ENTRY PORTS AS WELL AS THE LA-OC POPULATION CENTERS RESULTING IN HIGHER RENTS..MARKET CONDITIONS FOR W/D SPACE CONTINUES TO BE ROBUST COMAPRED TO HISTORIC LEVELS, WITH RENT AT AN ALL TIME HIGH AND CURRENT VACANCY CLOSE TO AT AN ALL TIME LOW. ADDITIONALLY, STRONG FUTURE DEMAND FOR W/D IS EXPECTED TO CONTINUE DURING THE FORESEEABLE FUTURE. PLEASE NOTE THAT FOR THE W/D FACILITIES IN THE FIRST QUARTER OF 2023, RELATIVE TO 2022, VACANCIES HAVE INCREASED, AND MARKET RENTS HAVE SLIGHTLY DECREASED DUE TO SUPPLY/DEMAND GETTING CLOSER TO EQUILIBRIUM, BUT WE ARE STILL AT HISTORIC LOWS. FURTHERMORE, AS SOME CITIES IN THE IE IMPOSE MORATORIUMS/REGULATIONS ON NEW W/D DEVELOPMENTS, THIS DEMAND WILL LIKELY SHIFT TO OTHER NEARBY CITIES SUCH AS RC. HOWEVER, W/D FACILITIES DO NOT HAVE A SIGNIFICANT BENEFICIAL ECONOMIC IMPACT SINCE THEY EMPLOY RELATIVELY FEW WORKERS PER ACRE DUE TO THEIR AUTOMATION, HAVE MODERATE PAY LEVELS AND MOST EMPLOYEES SEEK LOWER PRICED HOUSING ELSEWHERE.FURTHER ADVANCES IN AUTOMATION WILL ACCENTUATE THESE TRENDS, PRIMARILY FOR NEW W/D DEVELOPMENTS.WITH REGARDS TO POTENTIAL ADVERSE IMPACTS ON THE CITYS RESIDENTS, W/D FACILITIES/OPERATIONS HAVE TRUCKS THAT RESULT IN MORE TRAFFIC CONGESTION AND ALSO GENERATE NOISE/AIR POLLUTION THAT INCREASES HEALTH RISKS.POTENTIAL OTHER LAND USES THAT MAY BE DEVELOPED ALONG THE PERIMETER AROUND THE CITYS CORE EMPLOYMENT CENTER INCLUDE OFFICE, RETAIL AND MULTIFAMILY. HOWEVER, THEIR POTENTIAL IS LIMITED DUE TO THEIR CURRENTLY LESS FAVORABLE MARKET CONDITIONS RELATIVE TO W/D, AS WELL AS SUCH LAND USES UTILIZING SMALLER AND INFILL PARCELS. THEREFORE, CONSIDERING THE STRONG MARKET CONDITIONS FOR W/D FACILITIES IN THE IE ALONG WITH THE CITY HAVING SOME LARGER PARCELS FOR FUTURE W/D FACILITIES, THE CITY MAY DESIRE TO CONSIDER MITIGATING THE ADVERSE IMPACTS OF FUTURE W/D FACILITIES ON THE CITYS RESIDENTS BY NEGOTIATING WITH DEVELOPERS TO REDUCE THE TYPICAL AMOUNT OF TRAFFIC CONGESTION AND AIR POLLUTION. 2EXECUTIVE SUMMARY: SYNOPSIS AND CONCLUSIONSPage 662 of 715
OVERVIEW OF THE MARKET ANALYSIS OF WAREHOUSE/DISTRIBUTION IN RANCHO CUCAMONGA3SECTION IDEMAND FOR WAREHOUSE/DISTRIBUTION CENTERS IN THE INLAND EMPIRESECTION IIDEMAND FOR WAREHOUSE/DISTRIBUTION CENTERS IN RANCHO CUCAMONGA SECTION IIIBENEFIT/COST ANALYSIS OFWAREHOUSE/DISTRIBUTIONWITH THEDIRECT ECONOMIC COMPONENTSAND OTHER NON-ECONOMIC FACTORSSECTION IVCOMPARISON OF THE BENEFIT/COSTSFOR POTENTIAL LAND-USESWITH THEDIRECT ECONOMIC COMPONENTSAND OTHER NON-ECONOMIC FACTORSPage 663 of 715
FULL STUDYTABLE OF CONTENTS4APPENDIX PAGE(S)MAIN REPORT PAGE(S)KEY RESEARCH WITH SOURCESCONTENTN/A2N/AEXECUTIVE SUMMARY30-313N/AOVERVIEW OF THE MARKET ANALYSIS OF WAREHOUSE/DISTRIBUTION IN RANCHO CUCAMONGAN/A4N/ATABLE OF CONTENTS32-355-12***VOIT MARKET DATA***,PUBLICLY AVAILABLE BUILDING PERMIT AND APN DATA, ***SB SUN 10/13/2022***, PUBLICLY AVAILABLE EMPLOYMENT DATA FROM BLS,***UCR 12.20.2022***, ***PRESS ENTERPRISES 10.20.2021***, ***PRESS ENTERPRISES 9.20.2021***, ***BLOOMBERG 6.14.2020***, ***INDUSTRIAL WAREHOUSING IN THE SCAG REGION APRIL 2018***I. DEMAND FOR WAREHOUSE/DISTRIBUTION CENTERS IN THE INLAND EMPIRE36-3913-20SAME DATA SOURCES AS ABOVE, ***CITY OF RC ECONOMIC OUTLOOK DECEMBER 2020, ***THE CITY OF RC PLANNING DEPARTMENT***II. DEMAND FOR WAREHOUSE/DISTRIBUTION CENTERS RANCHO CUCAMONGA 40-4521-23***BLOOMBERG 8.15.2022***, PUBLICLY AVAILABLE EMPLOYMENT DATA FROM BLS, ***SOUTH COAST AIR QUALITY DISTRICT***, ***LA TIMES 2.5.2023***, REDLANDS DAILY FACTS 2.22.2023***,***CITY OF RC GENERAL PLAN***, ***LOS ANGELES TIMES 12.28.2022***, DELOITTE REAL ESTATE OUTLOOK 2021, APN DATA FROM THE CITY OF RC, VOIT WEBSITE, CBRE WEBSITE, CUSHMAN AND WAKEFIELD WEBSITEIII. BENEFIT/COST ANALYSIS OF WAREHOUSE/ DISTRIBUTIONWITH THE DIRECT ECONOMIC COMPONENTSAND OTHER NON-ECONOMIC FACTORS4624-28IV. COMPARISON OF THE BENEFIT/COSTSFOR POTENTIAL LAND-USESWITH THEDIRECT ECONOMIC COMPONENTSAND OTHER NON-ECONOMIC FACTORS4Page 664 of 715
SECTION IDEMAND FOR WAREHOUSE/DISTRIBUTION CENTERS IN THE INLAND EMPIRE5Page 665 of 715
HISTORICAL DEVELOPMENT OF THE WAREHOUSE/DISTRIBUTION MARKET IN THE INLAND EMPIRE6 THE LOGISTICS INDUSTRY IS CENTERED AROUND GOODS COMING INTO THE PORTS OF LOS ANGELES (LA) AND LONG BEACH BEFORE BEING DISTRIBUTED TO W/D FACILITIES IN SOUTHERN CALIFORNIA OR BEING SHIPPED ON RAIL TO OTHER AREAS. THE MOVEMENT OF THESE GOODS EASTERLY INTO THE INLAND EMPIRE AND ACROSS THE COUNTRY IS FACILITATED BY: SUBSTANTIAL INVESTMENTS IN RAILROAD LINES THE DEVELOPMENT OF AND SIGNIFICANT ENHANCEMENTS TO FREEWAYS: 10, 60 & 15 CURRENTLY, 40% OF THE NATIONS IMPORTS FROM ASIA ARE PROCESSED THROUGH THE PORTS AND THEN GO INTO THE INLAND EMPIRE AND BEYOND. THE COMBINATION OF IMPORTS AND TRANSPORTATION SYSTEM SUPPORT THE ROBUST DEVELOPMENT OF WAREHOUSE/DISTRIBUTION CENTERS IN THE INLAND EMPIRE AREA:1) COPIOUS SUPPLY OF VACANT PROPERTY, WITH LARGE PARCELS INCLUDING PARCELS DUE TO THE CLOSURES OF KAISER STEEL AND NORTON AFB 2) RELATIVELY LOWER LABOR COSTS IN THE INLAND EMPIRE VS. LA AND OC WITHIN THE INLAND EMPIRE, RANCHO CUCAMONGA HAS A PREFERRED LOCATION, COMPARED TO CITIES LOCATED EASTERLY: CLOSER PROXIMITY TO THE PORTS CLOSER POXIMITY TO EXISTING HIGHWAYS AND RAIL LINES CLOSER PROXIMITY TO MAJOR POPULATION AREAS, SUCH AS LA.
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GEOGRAPHICAL DEVELOPMENT PATTERNS FOR WAREHOUSE/DISTRIBUTION MARKET IN THE INLAND EMPIRERANCHO CUCAMONGA HAS A STRATEGIC LOCATION VS CITIES LOCATED EASTERLY IN SB-R COUNTIESCLOSER PROXIMITY TO THE PORTS/RAIL/HIGHWAYS AND ALSO CLOSER PROXIMITY TO THE LA POPULATION CORE7Page 667 of 715
EMPLOYMENT TRENDS FOR WAREHOUSE/DISTRIBUTION (W/D) WORKERS IN THE INLAND EMPIRE DESPITE CHANGES IN WAREHOUSE TECHNOLOGY FROM 1990 TO 2020 THERE ARE TWICE AS MANY WORKERS IN EACH COMPARABLE SPACE DUE TO COMPLEXITY CHANGES. COVID-19 ACCELERATED THE TREND FOR ADDITIONAL WAREHOUSE SPACE BY 2 YEARS DUE TO INCREASED DEMAND FROM E-COMMERCE. DESPITE AUTOMATION, THE NEED FOR WAREHOUSE WORKERS IS EXPECTED TO OUTPACE ALL OTHER SEGMENTS UNTIL 2028 DUE TO HIGH DEMAND FOR WAREHOUSE SPACE.8SHARE OF TOTAL EMPLOYMENTNUMBER OF EMPLOYEESEMPLOYMENT GROWTH FOR W/D HAS BEEN ROBUST FROM 18,000 IN 2010TO 132,000 IN EARLY 2023THE SHARE OF W/D TO TOTAL EMPLOYMENTHAS INCREASED FROM 1.6% IN 2010 TO 8.0%IN EARLY 2023Page 668 of 715
RECENT DEVELOPMENT TRENDS FOR WAREHOUSE/DISTRIBUTION CENTERS IN THE INLAND EMPIRE9THE TOTAL SQUARE FOOTAGE FOR WAREHOUSE/DISTRIBUTION IN THE INLAND EMPIRE HAS INCREASED FROM 423M IN 2008TO 630M IN 2022.WHILE THE NUMBER OF BUILDINGS HAS INCREASED BY 245 FROM 2008 TO 2022.THE AVERAGE SQUARE FEET OF A WAREHOUSE/DISTRIBUTION SPACE IS ABOUT 840,000 SQ.FT.SOME OF THE BIGGER BUILDINGS ARE IN THE 4M SQUARE FOOTAGE RANGE, SUCH AS THE NEW AMAZON DISTRIBUTION CENTER IN ONTARIO. BUILDINGS ON AVERAGE ARE TRENDING TOWARDS LARGER SIZES.DESPITE FEWER WORKERS PER SQUARE FOOT, THE LARGER BUILDINGS COUPLED WITH INCREASED DEMAND REQUIREMORE WORKERS OVERALL. 2008
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VACANCY RATES FOR WAREHOUSE/DISTRIBUTION MARKET IN THE INLAND EMPIRETHE INDUSTRIAL MARKET OF WHICH THE WAREHOUSE/DISTRIBUTION IS PART OF HAS BEEN ROBUST IN SOUTHERN CALIFORNIA. VACANCY RATE FOR INDUSTRIAL SPACE IN THE INLAND EMPIRE SLIGHTLY INCREASED IN THE FIRST QUARTER OF 2023 TO 2.2% VS. 1.4% IN 2022,BY COMPARISON, THE VACANCY RATE DURING 2008-2009 WAS 10%-12%. WHILE NEW DELIEVERIES ARE STILL BEING RECEIVED, HIGH INTEREST RATES AND UNCERTAIN DEMAND FOR FURTHER LEVELS OF ECOMMERCE GROWTH RELATIVE TO 2020-2022 IN THE INLAND EMPIRE IS DECREASING FUTURE DEMAND SOMEWHAT. 10Page 670 of 715
IMPACT OF NEW TECHNOLOGY ON TRANSPORTATION JOBS1. AUTONOMOUS, OR SELF DRIVING TRUCKS POSE THE BIGGEST RISK TO TRANSPORTATION WORKERS. 2. REGULATORY HURDLES FOR AUTONOMOUS TRUCKS ARE HIGH AND CURRENTLY REQUIRE A SAFETY DRIVER.3. AUTONOMOUS TRUCKS COULD EITHER INCREASE TRAFFIC IF TRUCKS (24/7) OR DECREASE TRAFFIC PENDING REGULATIONS. 4. POTENTIAL TO MANDATE GREEN TECHNOLOGY. FUTURE TECHNOLOGY IS LIKELY TO IMPACT THE NEED FOR SOME WAREHOUSE/TRANSPORTATION WORKERS BUT NOT NECESSARILY THE NEED FOR SPACE, AS GOODS HAVE TO BE STORED/LOADED/UNLOADED IN A PHYSICAL LOCATION. IT IS A SIGNIFICANT CAPITAL INVESTMENT TO DEPLOY NEW AUTOMATION TECHNOLOGY IN EXISTING SPACES AS THEY WERE NOT DESIGNED TO ACCOMMODATE RECENT TECHNOLOGICAL ADVANCES. ADDITIONALLY, AUTONOMOUS TRUCK TECHNOLOGY WILL LIKELY HAVE A SIGNIFICANT IMPACT ON TRANSPORTATION JOBS, INCLUDING THE POTENTIAL REDUCTION OF TRUCK WORKERS IF APPROVED AS FULLY AUTONOMOUS. AUTONOMOUS TRUCKS COULD IMPROVE GREENHOUSE EMISSIONS IF BATTERY POWERED, BUT ALSO ENABLE TRUCKS TO RUN 24/7. 11POTENTIAL IMPACT OF TECHNOLOGICAL CHANGE ON WAREHOUSE/DISTRIBUTION INDUSTRYIMPACT OF NEW TECHNOLOGY ON WAREHOUSE JOBS1. NEW TECHNOLOGIES ARE LIKELY TO LEAD TO WORK INTENSIFICATION.2. NEW TECHNOLOGIES HAVE THE POTENTIAL TO DE-SKILL SOME JOBS.3. NEW TECHNOLOGIES ARE POISED TO TRANSFORM HOW WORKERS ARE MANAGED.4. IN THE SHORT TO MEDIUM TERM, NEW TECHNOLOGIES LIKELY WILL NOT CAUSE WIDESPREAD JOB LOSS.5. TECHNOLOGY IS LIKELY TO HAVE UNEVEN IMPACTS ACROSS DEMOGRAPHICS AND OCCUPATIONS.TECHNOLOGICAL GAINS "INCLUDING BUT NOT LIMITED TO THOSE THAT MAY DE-SKILL AND INTENSIFY WORKAPPEARS TO BE LED BY THE WIDESPREAD DESIRE TO COMPETE WITH AMAZON AND OTHER MAJOR ONLINE RETAILERSSOURCE: PRIOR REPORT ON IMPACT OF AUTOMATIONPage 671 of 715
FORECAST OF FUTURE DEMAND FOR ADDITIONAL WAREHOUSE/DISTRIBUTION FOR THE INLAND EMPIRE 12EMPIRE FORMULATED A MOST PROBABLE FORECAST FOR FUTURE WAREHOUSE/DISTRIBUTION DEVELOPMENT IN THE INLAND EMPIRE:1) EXPECTED DEMAND FOR FUTURE WAREHOUSE/DISTRIBUTION DEVELOPMENT IN THE IE, AS MEASURED BY BUILDING SQ.FT. OF FLOOR SPACE SOURCE: SCAG STUDY, ADJUSTED FOR RECENT GROWTH DUE TO COVID (+10%) AND OTHER EXPECTED CONDITIONS. 2.) ADJUSTED FOR FURTHER AUTOMATION/OTHER TECHNOLOGY THAT MAY REDUCE THE AMOUNT OF FUTURE WAREHOUSE SPACE REQUIRED.SUCH ENHANCEMENTS ARE LIKELY TO PRIMARILY INCREASE THE VERTICALITY OF THE BUILDINGS.THE DEMAND FOR WAREHOUSE/DISTRIBUTION SPACE (SQ.FT.) IS FORECASTED TO INCREASE FROM 630M IN 2022 TO 806M IN 2040, BY ABOUT 28%.TOTAL CURRENT AND FORECASTED SQAURE FEET (M)Page 672 of 715
SECTION IIDEMAND FOR WAREHOUSE/DISTRIBUTION CENTERS IN RANCHO CUCAMONGA 13Page 673 of 715
EMPLOYMENT TRENDS FOR WAREHOUSE/DISTRIBUTION WORKERS IN RANCHO CUCAMONGA THE RECENT DECLINE IN THE LEVELS OF W/D EMPLOYMENT CAN BE ATTRIBUTED PRIMARILY TO NEW W/D CENTERS WITH MORE AUTOMATION BEING BUILT AND TECHNOLOGY BEING IMPLEMENTED IN OLDER EXISTING CENTERS. THE RECENT DECLINE IN THE W/D MARKET SHARE OF EMPLOYMENT CAN ALSO BE ATTRIBUTED TO THE RELATIVELY STRONGER GROWTH OF VARIOUS NON-W/D SECTORS SUCH AS HEALTHCARE. FINALLY, IT IS WORTHWHILE TO NOTE THAT THERE ARE SEVERAL NEW W/D CENTERS THAT WILL BE ENTERING THE MARKETPLACE IN THE NEAR TERM THAT WILL SUBSTANTIALLY INCREASE THE LEVEL OF W/D EMPLOYMENT.14EMPLOYMENT INCREASED FROM 2,850 IN 2010 TO 4,500 IN 2014EMPLOYMENT REMAINED ABOVE 4,000 THROUGH 2018 THEN EMPLOYMENT DECREASED TO 2,700 IN 2020SINCE THEN, EMPLOYMENT ROSE TO 3,300 IN 2022THE SHARE OF W/D TO TOTAL EMPLOYMENTROSE FROM 4.3% IN 2010 TO A PEAK LEVEL OF 6.4% IN 2018THE SHARE THEN DECLINED TO ABOUT 5.0% DURING 2020-20222022
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RANCHO CUCAMONGA: TYPICAL SALARY LEVELS BY ECONOMIC SECTORS. THE AVERAGE SALARIES OF THE W/D WORKERS IN THE CITY OF $54,826 ARE SLIGHTLY BELOW THE AVERAGE WAGES FOR THE CITY AS A WHOLE OF $56,261. BASED UPON THE AVERAGE SALARY LEVEL FOR W/D WORKERS, THEY WOULD NOT LIKELY BE ABLE TO PURCHASE A FOR-SALE HOME IN THE CITY. WHILE SOME OF THE W/D WORKERS MAY CHOOSE TO RENT AN APARTMENT IN THE CITY, MOST WOULD LIKELY CHOOSE TO LIVE IN ANOTHER IE CITY THAT WOULD HAVE LOWER HOUSING COSTS.15Page 675 of 715
CURRENT STATE OF WAREHOUSE/DISTRIBUTION MARKET IN RANCHO CUCAMONGA THE CHARACTERISTICS OF THE RANCHO CUCAMONGA (RC) INDUSTRIAL MARKET ARE NOW DISCUSSED, AND COMPARED TO THOSE OF THE INLAND EMPIRE (IE) AS A WHOLE.WHILE W/D REPRESENTS THE MAJOR COMPONENT OF THE INDUSTRIAL PROPERTY DESCRIPTION, IT ALSO INCLUDES SOME MANUFACTURING AND RESEARCH DEVELOPMENT AS WELL.HOWEVER, SINCE THE SAME INDUSTRIAL STATISTIC IS UTILIZED FOR BOTH THE IE AND RC GEOGRAPHIC AREAS, THEN COMPARISONS BETWEEN THEM ARE MEANINGFUL.THE TOTAL NUMBER OF BUILDINGS AMOUNTS TO 749 FOR RC AND 8,700 FOR THE IE.; RC HAS A SHARE OF 8.6%THE AMOUNT OF SPACE AMOUNTS TO 41,000,000 FOR RC AND 630,000,000 FOR IE; RC HAS A SHARE OF 6.5% THE AMOUNT OF SPACE UNDER CONSTRUCTION AMOUNTS TO 2,830,654 FOR RC AND 33,036,000 FOR I.E: RC HAS A SHARE OF 8.6%* SO RC HAS A SIGNIFICANTLY HIGHER SHARE OF NEW DEVELOPMENT THE RECENT GROSS ABSORPTION AMOUNTS TO 1,920,000 FOR RC AND 30,550,000 FOR I.E: RC HAS A SHARE OF 6.3%THE VACANCY RATE AMOUNTS TO 1.64% FOR RC AND 1.41% FOR IETHE TOTAL AMOUNT OF SQUARE FOOTAGE AVAILABLE AMOUNTS TO 1,346,000 FOR RC AND 19,900,000 FOR IE., RC HAS A SHARE OF 5.7%THE ASKING LEASE RATE AMOUNTS TO $1.50/SQ.FT. FOR RC AND $1.59/SQ.FT. FOR IETHE LOWER RENTS FOR THE RC BUILDINGS MAY REFLECT THEIR AGE - NOT EASILY ABLE TO ACCOMMODATE NEW TECHNOLOGY16Page 676 of 715
FORECAST OF NEAR-TERM AND FUTURE DEVELOPMENTFOR WAREHOUSE/DISTRIBUTION PROJECTS17THE RANCHO CUCAMONGA PLANNING DEPARTMENT PROVIDED INFORMATION ON THE WAREHOUSE/DISTRIBUTION PROJECTS THAT ARE CURRENTLY UNDER CONSTRUCTION AND ALSO AT VARIOUS STAGES IN THE PLANNING PROCESS.THERE ARE 13 PROJECTS THAT HAVE AN ESTIMATED/EXPECTED TOTAL OF 4,540,512 SQ.FT. OF SPACE.OF THESE, THERE ARE 7 PROJECTS THAT HAVE AROUND 75,000 FT.² OR MORE OF SPACE .THESE PROJECTS REPRESENT 96.6% OF THE TOTAL SQUARE FOOTAGE.CONSTRUCTION TIMES ESTIMATED BY EMPIRE ECONOMICS (EE) TAKE INTO CONSIDERATION EXPECTED MARKET DEMAND ACTUAL CONSTRUCTION AND MARKETENTRY WILL BE DETERMINED BY THE DEVELOPERS/PROPERTY OWNERS. THE DISTRIBUTION OF THESE PROJECTS BY VARIOUS STAGES OF DEVELOPMENT/PLANNING APPROVALS ARE AS FOLLOWS:UNDER CONSTRUCTION 2023-2024 2,410,461 SQ.FT.PLAN CHECK EE ESTIMATED CONSTRUCTION: 2024-2025 : 840,634 SQ.FT.ENTITLEMENT REVIEW EE ESTIMATED CONSTRUCTION: 2025-2026 1,289,417 SQ.FT.TOTAL SQUARE FEETPage 677 of 715
APPROXIMATE LOCATIONS OF NEAR-TERM AND FUTURE DEVELOPMENTFOR WAREHOUSE/DISTRIBUTION PROJECTS OVER ~75K SF181.2.3.45.6.7.8.PROJECTS UNDER CONSTRUCTION ESTIMATED 2023-2024 (YELLOW ON MAP)1. 12434 4TH STREET: WAREHOUSE/DISTRIBUTION COMPLEX COMPRISED OF TWO BUILDINGS WITH 2,200,000 SQUARE FEET2. EAST SIDE OF PECAN SOUTH OF ARROW: 104,269 SQUARE FEET OF INDUSTRIAL/WAREHOUSE BUILDINGPROJECTS UNDER PLAN REVIEW ESTIMATED 2024 2025 (WHITE ON MAP)3. N/O NAPA ST E/O ETIWANDA: TWO WAREHOUSE/DISTRIBUTION BUILDINGS TOTALING 651,000 SQUARE FEET; PROJECT INVOLVES GPA, ZMA, PREZONE, ANNEXATION 4. NWC OF JERSEY BLVD. AND MILLIKEN AVE. : 143,014 SQUARE-FOOT INDUSTRIAL/WAREHOUSEPROJECTS ENTITLEMENTS UNDER REVIEW ESTIMATED 2025-2026 (RED ON MAP)5. SWC 9TH STREET AND VINEYARD AVENUE: WAREHOUSE/DISTRIBUTION COMPLEX COMPRISED OF 3 BUILDINGS ON VACANT LAND FOR 1,037,467 SQUARE FEET.6. NEC HERMOSA AND 4TH: TWO WAREHOUSE/DISTRIBUTION BUILDINGS TOTALING 91,369 SQUARE-FEET WITHIN THE NEO-INDUSTRIAL (NI) DISTRICT7. 13045 WHITTRAM: NEW SPEC INDUSTRIAL ~86,000 SQUARE FEET OF INDUSTRIAL/WAREHOUSE WITH 3,000 FEET OF OFFICE8. 9910 6TH STREET: TWO INDUSTRIAL/WAREHOUSE BUILDINGS TOTALING 74,387 SF
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NEAR-TERM FORECAST FOR ADDITIONAL WAREHOUSE/DISTRIBUTION FOR RANCHO CUCAMONGA19THE NEAR-TERM W/D PROJECTS THAT ARE CURRENTLY UNDER CONSTRUCTION OR IN THE PLANNING PROCESS HAVE AN ESTIMATED 4,500,000 SQ.FT. THE TERM ABSORPTION UTILIZED HEREIN MEANS THAT THE SPACE IS FULLY CONSTRUCTED AND IS BEING UTILIZED FOR OPERATIONS BY A FIRM.EMPIRE ESTIMATES THAT ABSORPTION WILL COMMENCE IN LATTER 2023, FOLLOWED BY SIGNIFICANT LEVELS OF ABSORPTION IN 2024 AND 2025, WITH THE BALANCE IN 2026.EMPIRE ESTIMATED THE AMOUNT OF EMPLOYMENT THAT THE PROJECTS IN THE PLANNING PROCESS WILL GENERATE ABOUT 2,833 NEW JOBS.THE JOBS CREATED BY THE OPERATION OF FIRMS IN W/D FOLLOWS A SIMILAR PATTERN TO THEIR ABSORPTION.NEW JOB CREATION STARTS IN 2023, WITH AN EXPECTED PEAK LEVELS IN 2024 AND 2025, FOLLOWED BY THE REMAINING IN 2026.BUILDING SQ.FT. ABSORBED NEW EMPLOYMETNPage 679 of 715
RANCHO CUCAMONGA; FORECAST OF FUTURE DEMAND FOR ADDITIONAL WAREHOUSE/DISTRIBUTION 20EMPIRE FORMULATED A MOST PROBABLE FORECAST FOR FUTURE WAREHOUSE/DISTRIBUTION DEVELOPMENT FOR RANCHO CUCAMONGA (RC):1. EXPECTED DEMAND FOR FUTURE WAREHOUSE/DISTRIBUTION DEVELOPMENT IN THE IE, AS MEASURED BY BUILDING SQ.FT. OF FLOOR SPACE SOURCE: SCAG STUDY, ADJUSTED FOR RECENT GROWTH DUE TO COVID (+10%) AND OTHER EXPECTED CONDITIONS. 2. THE CAPTURE RATE OF THIS DEMAND BY RC, BASED UPON RECENT MARKET SHARES AS WELL AS NEAR-TERM W/D DEVELOPMENT. 3. ADJUSTED FOR HOW FURTHER AUTOMATION /OTHER TECHNOLOGY THAT MAY REDUCE THE AMOUNT OF FUTURE WAREHOUSE SPACE REQUIRED.SUCH ENHANCEMENTS ARE LIKELY TO PRIMARILY INCREASE THE VERTICALITY OF THE BUILDINGS.THE DEMAND FOR WAREHOUSE/DISTRIBUTION SPACE (SQ.FT.) IS FORECASTED TO INCREASE FROM 33M IN 2022 TO 41M IN 2040, BY ABOUT 24%TOTAL CURRENT AND FORECASTED SQAURE FEET (M)TOTAL CURRENT AND FORECASTED SQAURE FEET (M)Page 680 of 715
SECTION IIIBENEFIT/COST ANALYSIS OFWAREHOUSE/DISTRIBUTIONWITH THE DIRECT ECONOMIC COMPONENTSAND OTHER NON-ECONOMIC FACTORS21Page 681 of 715
COST/BENEFIT ANALYSIS OF POTENTIAL FUTURE DEVELOPMENT OF WAREHOUSE/DISTRIBUTIONECONOMIC COMPONENTS: EMPIRE CONSIDERED SEVERAL APPROACHES FOR VALUING LAND USE, AND SELECTED THE MARKET VALUE PER SQ.FT. OF BUILDING SPACE. THIS WAS APPLIED TO DIFFERENT LAND USES BASED ON THEIR RESPECTIVE CURRENT LEVELS OF RENTS AND VACANCY RATES.22CURRENT PROPERTY VALUE NOI (NET OPERATINGINCOME)=CAP RATE (RATE OF RETURN ON A REAL PROPERTY)=MONTHLY LEASE RATE PSF12(1- VACANCY)XX(1- EXPENSES)XOTHER NON-ECONOMIC COMPONENTS: THE ECONOMIC COMPONENT DISCUSSED ABOVE DOES NOT ACCOUNT FOR OTHER VARIABLES THAT MAY BE OF INTEREST TO THE CITY:AVERAGE WAGE BY ECONOMIC SECTORS WAGE GROWTH POTENTIAL FOR THE SECTORWHERE WORKERS IN EACH SECTOR TYPICALLY RESIDE: - WITHIN CITY OR ELSEWHERE, DEPENDS UPON AFFORDABILITY OF HOUSING HOW MUCH DOES EACH LAND USE POTENTIALLY BENEFIT THE CITY - MARKET VALUES & PROPERTY TAXESSALES TAX ELIGIBLE- DOES THE LAND USE GENERATE SALES TAX IMPACT OF REMOTE WORK: CURRENTLY AND FUTURE EXPECTATIONSNEGATIVE IMPACTS OF AUTOMATION ON WORKERSPOSITIVE EXTERNALITIES BENEFITS OF THIS SPACE UTILIZATION FOR A PARTICULAR LAND USE NEGATIVE EXTERNALITIES, TRAFFIC CONGESTION, NOISE AND HEALTH IMPAIRMENTSPage 682 of 715
PROS AND CONS OF THE WAREHOUSE/DISTRIBUTION MARKET IN THE INLAND EMPIRE23PROS LABOR MARKET IS FULLY RECOVERED WITH 316,000 JOBS BEING CREATED WHICH EXCEEDS THE JOBS LOST DUE TO THE PANDEMIC, INCLUDING SIGNIFICANT LOSSES IN THE W/D SECTOR. FROM FEB20 TO OCT22 THE INLAND EMPIRES WORK FORCE ROSE BY +3.6% VS. CALIFORNIA DECLINED BY -1.3% FROM Q1 2021 TO Q1 2022 WAGE GROWTH IN THE INLAND EMPIRE HAS BEEN +4.6% VS. +1.0% FOR CALIFORNIA. WAGE GROWTH IN SAN BERNARDINO COUNTY WAS +5.2% WAGE GROWTH IN RIVERSIDE COUNTY WAS +3.9% INLAND EMPIRE WAREHOUSE SPACE HAS THE LOWEST VACANCY LEVELS OF 1.4% ASKING RENTS IN RECENT YEARS ROSE SIGNIFICANTLY W/D SPACE IN THE INLAND EMPIRE IS MORE EXPENSIVE THANSIMILAR SPACE IN ORANGE COUNTY AND SAN DIEGO COUNTY CONS FUTURE W/D EMPLOYMENT GROWTH RISK - DUE TO AUTOMATION PER THE INSTITUTE OF SPATIAL ECONOMICS, 75% OF JOBS IN THE LOGISTICS INDUSTRY ARE AT RISK UCLA ANDERSON EXPECTS LIMITED EMPLOYMENT GROWTH IN WAREHOUSES/TRANSPORTATION GOING FORWARD POLLUTION - IS A CONCERN FOR THE INLAND EMPIRE RESIDENTS IN CLOSE PROXIMITY TO W/D HAVE HIGHER HEALTH RISKS TRAFFIC IT IS ESTIMATED THAT CITY OF RANCHO CUCAMONGA HAS 32,000 TRUCKS A DAY. NOISE THERE IS SIGNIFICANT NOISE
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SECTION IVCOMPARISON OF THE BENEFITS/COSTSFOR POTENTIAL LAND-USESWITH THEDIRECT ECONOMIC COMPONENTSAND OTHER NON-ECONOMIC FACTORS24Page 684 of 715
RANCHO CUCAMONGAS PRIMARY EMPLOYMENT INDUSTRIAL AND WAREHOUSE/DISTRIBUTIONS ECONOMIC BASE IS WELL ESTABLISHED IN THE SOUTHERN PART OF THE CITY.FURTHERMORE, THIS AREA HAS CHARACTERISTICS THAT PROVIDE SUPPORT FOR FUTURE W/D DEVELOPMENT:* ESTABLISHED INDUSTRIAL AND W/D BUILDINGS * EASY ACCESS TO THE I-10 AND 1-15* LARGE PARCELS THAT CAN ACCOMMODATE W/D CENTERSUNDEVELOPED AS WELLUNDERDEVELOPED PARCELS THAT MAY BE REUTILIZED(OLDER BUILDINGS W/O NEWER TECHNOLOGY)HISTORICALLY, INDUSTRIAL SPACE WAS LOCATED NEXT TO OTHER INDUSTRIAL SPACE.BUT COMMERCIAL SPACE SUCH AS RETAIL AND OFFICE AS WELL AS MEDIUM DENSITY RESIDENTIAL HAS AND WILL CONTINUE TO SERVE AS A BUFFER ALONG ITS PERIMETER. 25RANCHO CUCAMONGA GEOGRAPHICAL DEVELOPMENT PATTERNS FOR VARIOUS LAND USES Page 685 of 715
METHODOLOGY UNDERLYING THE COST/BENEFIT ANALYSIS FOR WAREHOUSE/DISTRIBUTION AS COMPARED TO ALTERNATIVE LAND USES EMPIRE HAS COMPILED BOTH QUANTIFIABLE DATA POINTS AND QUALITATIVE INFORMATION/DATA TO COMPARE AND CONTRAST THE ECONOMIC BENEFITS AND NON-ECONOMIC IMPACTS (EXTERNALITIES) OF VARIOUS LAND USES: RETAIL, OFFICE AND MULTIFAMILY./APARTMENTS. IN PERFORMING THIS ANALYSIS EMPIRE WAS REQUIRED TO COMPILE/RECONCILE DATA FROM VARIOUS SOURCES INCLUDING ACTUAL SALES VALUES OF DIFFERENT LAND USE PARCELS WITHIN THE IE AND THE CITY OF RC, AND THEN FORMULATE AN ECONOMIC MODEL UTILIZING VARIOUS ASSUMPTIONS. EMPIRE STRONGLY RECOMMENDS THAT THE CONCLUSIONS SET-FORTH IN THE FOLLOWING TABLE BE UTILIZED AS GENERALIZED GUIDELINES FOR CONSIDERING POLICIES; AND CAUTIONS THAT EACH PROPOSED PROJECT BE EVALUATED TO TAKE INTO CONSIDERATION ITS SPECIFIC CHARACTERISTICS.PLEASE REFER TO THE FOLLOWING TABLE AND GRAPHS FOR ADDITIONAL INFORMATION. 26Page 686 of 715
COST/BENEFIT ANALYSIS OF WAREHOUSE/DISTRIBUTION AND OTHER POTENTIAL LAND-USES27Page 687 of 715
ALTHOUGH THERE MAY BE POTENTIAL FOR THE DEVELOPMENT ALTERNATIVE LAND USES, SUCH AS OFFICE, RETAIL AND MULTIFAMILY, THEIR DEVELOPMENT POTENTIAL, AS MEASURED BY ECONOMIC METRICS, ARE CURRENTLY NOT AS FAVORABLE28OVERVIEW OF CURRENT MARKET CONDITIONS FOR WAREHOUSE/DISTRIBUTIONAND ALTERNATIVE POTENTIAL LAND USES: RETAIL, OFFICE AND MULTIFAMILY/APARTMENTS RENTS PER SQ.FT. - MONTHLYEMPLOYEE SALARIES - ANNUALLYEMPLOYEES/RESIDENTS PER ACREVACANCY RATEPage 688 of 715
THE CURRENT AND FUTURE STATE OF WAREHOUSE/DISTRIBUTIONECONOMIC, ENVIRONMENTAL AND OPPORTUNITY COST IMPACTSAPPENDIX29EMPIRE ECONOMICS LEVERAGED A VARIETY OF MARKET DATA SOURCES (VOIT, CBRE, KIDDER MATHEWS, ETC), UNIVERSITY/GOVERNMENT PUBLICATIONS (UCR/SCAG/EPA), CONSULTANT RESEARCH REPORTS (DELOITTE) AND VARIOUS PRESS ARTICLES (LA TIMES/REDANDS DAILY, ETC.) WITH REPORTING ON CRITICAL ITEMS TO NAME A FEW.Page 689 of 715
THE SCOPE OF RESEARCH FOR THIS TOPIC COULD BE EXTREMELY BROAD, SO EMPIRE NARROWED IT DOWN TO THE FOLLOWING PARAMETERS:A FOCUS ON W/D WORKERS AND SPACE BASED ON APN DATA FROM THE CITY.ONLY LOOKING AT THE HISTORY OF W/D SPACE, TYPICALLY KNOWN AS INDUSTRIAL SPACE EMPIRE ACKNOWLEDGES THERE ARE MANY OTHER CITIES WITH LARGE AMOUNTS OF W/D SPACEREMAIN OBJECTIVE IN REPORTING POSITIVE AND NEGATIVE EXTERNALITIES ASSOCIATED WITH THE W/D SPACE THE CONCEPT OF OPPORTUNITY COST FOR POTENTIAL LAND UTILIZATION FROM A QUANTITATIVE AND QUALITATIVE PERSPECTIVE IS IMPORTANT FOR THE CITY TO UNDERSTAND WHAT ELSE CAN BE ON THE LAND WITH POTENTIAL COSTS/BENEFITS. TRANSPORTATION/INDUSTRIAL SPACE CURRENT USERETAIL A VARIETY OF CENTER TYPES OFFICE EMPIRE WAS ABLE TO UTILIZE SOME RESEARCH PERFORMED FOR A PRIOR STUDY MULTIFAMILY EMPIRE FOCUSED ON MULTIFAMILY AS MORE LIKELY TO BE INFILL VS. SINGLE FAMILY RESIDENTIAL EMPIRE USED THE RESEARCH TO NARROW DOWN TRENDS AND POTENTIAL OPTIONS TO SHAPE ECONOMIC DEVELOPMENT IN THE CITY.EMPIRE FOCUSED ON POTENTIAL ZONING AND ECONOMIC INCENTIVES.THE OTHER TREND FROM THE RESEARCH WAS CITIES INSTITUTING MORATORIUMS OR BANS ON NEW INDUSTRIAL SPACE. HOWEVER, THESE BANS ARE VERY COMPLEX IN THEIR NATURE AND DO APPLY UNIFORMLY TO ALL PROJECTS AND ARE REALLY A NEGOTIATING TACTIC/STRATEGY TO SHAPE FUTURE DEVELOPMENT APPENDIX: SCOPE OF RESEARCH30Page 690 of 715
APPENDIX SCOPE OF RESEARCH: KEY SOURCE LIST31https://www.sbsun.com/2022/10/13/warehouses-pose-a-dilemma-for-the-inland-empire/amp/https://www.kcet.org/the-empire-of-logistics-goods-movement-in-southern-californiahttps://www.pressenterprise.com/2021/10/20/what-is-the-future-of-warehouses-in-the-inland-empire/https://www.bloomberg.com/news/articles/2021-06-14/california-launches-new-war-on-warehouse-pollutionhttps://www.bloomberg.com/news/articles/2022-08-15/los-angeles-warehousing-mecca-halts-expansion-just-as-needs-soarhttps://news.ucr.edu/articles/2022/12/21/pandemic-left-behind-inland-empire-economy-flourished-2022https://news.ucr.edu/articles/2022/09/22/inland-empire-business-activity-growth-contrasts-national-declinehttps://www.lung.org/research/sota/key-findings/most-polluted-placeshttp://www.laalmanac.com/environment/ev01a.phphttps://www.epa.gov/air-trends/air-quality-cities-and-countieshttps://www.pressenterprise.com/2021/09/29/inland-empire-is-warehouse-central-but-how-did-it-happen/https://www.latimes.com/california/story/2023-02-05/warehouses-big-rigs-fill-inland-empire-streetshttps://scag.ca.gov/sites/main/files/file-attachments/task4_understandingfacilityoperations.pdfhttps://www.cityofrc.us/sites/default/files/2021-01/PlanRC_ExistingConditionsReport_LandUse_December2020_0.pdfhttps://www.latimes.com/california/story/2023-02-05/warehouses-big-rigs-fill-inland-empire-streetshttps://www.redlandsdailyfacts.com/2023/02/22/ban-on-new-warehouses-considered-by-redlands-city-council/https://www.redlandsdailyfacts.com/2023/02/22/ban-on-new-warehouses-considered-by-redlands-city-council/https://www2.deloitte.com/us/en/insights/industry/financial-services/commercial-real-estate-outlook-2021.htmlPage 691 of 715
APPENDIX PART I.) HISTORICAL DEVELOPMENT OF THE WAREHOUSE/DISTRIBUTION MARKET IN THE INLAND EMPIRE32Page 692 of 715
APPENDIX PART I.) LARGEST EMPLOYERS IN SAN BERNARDINO COUNTY 33Sourcehttps://news.ucr.edu/articles/2022/12/21/pandemic-left-behind-inland-empire-economy-flourished-2022Page 693 of 715
APPENDIX PART I.) IMPACT OF COVID-19 ON WAREHOUSING FROM DATADEX341. THE NEED TO KEEP MORE INVENTORY ON HAND EXPANDED THE USE OF SAFETY STOCK.2. PANDEMIC-FORCED LOCKDOWNS SPURRING THE ACCELERATION OF ONLINE SHOPPING, E-COMMERCE AND LAST MILE DELIVERY AND DRAMATICALLY IMPACTED WAREHOUSE OPERATIONSNO, IT IS NOT YOUR IMAGINATION. THE USE OF ONLINE SHOPPING HAS DRAMATICALLY INCREASED. IN FACT, FORBES ESTIMATES THAT COVID ACCELERATED THE GROWTH OF E-COMMERCE APPROXIMATELY 4 TO 6 YEARS. BECAUSE MANY WAREHOUSES WERE ONLY HANDLING GOODS BY THE PALLET, IT HAS BEEN A SIGNIFICANT CHANGE AND ADDED COST TO ADOPT THE NEEDED PROCESSES AND TECHNOLOGY TO BE ABLE TO SERVICE PICK AND PACK OPERATIONS NEEDED FOR D2C E-COMMERCE ORDER FULFILLMENT.3. INVENTORY VISIBILITY TAKES CENTER STAGE4. LABOR SHORTAGES AND SOCIAL DISTANCING REQUIREMENTS BOLSTERED ADOPTION OF TECHNOLOGY SOLUTIONS5. ESCALATION IN NEED FOR MORE COLD STORAGE WAREHOUSESCONCLUSIONGLOBAL SUPPLY CHAINS CERTAINLY TOOK A HIT DURING THE COVID-9 PANDEMIC. THE IMPACT OF THE CORONAVIRUS WAS WIDESPREAD, AFFECTING ISSUES FROM HUMAN CAPITAL TO DELIVERY CHARGES. BECAUSE THE WORLD IS STILL EARLY IN THE DIGITAL TRANSFORMATION OF SUPPLY CHAINS AND DISTRIBUTION NETWORKS. THE LOGISTICS AND SUPPLY CHAIN CHALLENGES WERE HIGHLY DISRUPTIVE, ESPECIALLY AS SOME DISTRIBUTION CENTERS AND WAREHOUSES HAVE BEEN SLOW TO ADOPT TECHNOLOGIES AND STILL LARGELY OPERATE MANUALLY.THE IMPACT ON WAREHOUSES IS STILL BEING FELT TODAY AND IS HAVING A TRANSFORMATIVE EFFECT ON THE SUPPLY CHAIN INDUSTRY. WHETHER IT STARTED WITH THE DISRUPTION IN THE SUPPLY CHAINS OF PROTECTIVE EQUIPMENT OR WAS RELATED TO THE E-COMMERCE BOOM, JOB LOSS, CHANGES IN FREIGHT TRANSPORTATION, CHANGING PUBLIC HEALTH ADVISORIES FOR BUSINESSES OR SOME OTHER REASON, MUCH OF THE CHANGE IS HERE TO STAY.CONSUMERS MUST BE ABLE TO COUNT ON SUPPLY CHAINS, NOT ONLY FOR ESSENTIAL ITEMS LIKE FOODS, MEDICINE, PERSONAL PROTECTIVE EQUIPMENT, AND HAND SANITIZER, BUT FOR EVERYDAY GOODS THAT BRING THEM COMFORT, SATISFACTION AND EVEN JOY.LOOKING AT THIS FROM THE PERSPECTIVE OF A GLASS HALF FULL, PERHAPS THE IMPACT OF THE CORONAVIRUS WAS POSITIVE IN THAT IT DEMONSTRATED THAT COMPLEX PROBLEMS COULD ARISE AND BE SOLVED, AT TIMES BY CLOSE COLLABORATION AND PROBLEM SOLVING AS WELL AS BY THE ADOPTION OF NEW STRATEGIES AND INNOVATIVE EMERGING TECHNOLOGIES. FROM ARTIFICIAL INTELLIGENCE TO MOBILE ROBOTS, MATERIAL HANDLING EQUIPMENT, AND SOPHISTICATED MANAGEMENT SYSTEMS, SUPPLY CHAINS, WAREHOUSES AND DISTRIBUTION CENTERS CAN BE MADE MORE RESILIENT, DEFENSIBLE AGAINST CYBERSECURITY ATTACKS, AND EFFICIENT WITH EMERGING TECHNOLOGIES. FOR INSTANCE, MATERIAL HANDLING EQUIPMENT AND MOBILE ROBOTS CAN COMPENSATE FOR DIMINISHING HUMAN CAPITAL WHEN WORKERS MUST BE SIDELINED DUE TO ILLNESS, POTENTIALLY SAVING LIVES. .Sourcehttps://www.datexcorp.com/impact-of-covid-19-on-warehousing-and-the-supply-chain/Page 694 of 715
APPENDIX PART I.) IMPACT OF COVID-19 ON WAREHOUSING FROM DATADEX351. CONTINUED SOCIAL DISTANCING2. KEEPING MORE INVENTORY ON HAND 3. INCREASED USE OF WAREHOUSE AUTOMATION4. RESHORING/NEARSHORING MANUFACTURING5. SCALABLE PROCESSES & PICKING STRATEGIES6. MORE WORK-IN-PROCESS (WIP) INVENTORY7. INCREASED WAREHOUSE CAPACITY8. SMALLER DECENTRALIZED WAREHOUSE LOCATIONS9. GREATER RELIANCE ON 3PL DISTRIBUTION NETWORKS10. SHORTER WAREHOUSE/3PL CONTRACTS11. ACCELERATED GROWTH OF E-COMMERCEWHILE THE COVID PANDEMIC DIDNT START THE E-COMMERCE BOOM, IT IS CERTAINLY RESPONSIBLE FOR THE RECENT SURGE IN DEMAND. COVID CATAPULTED E-COMMERCE AHEAD 2 YEARS IN ONLY 10 MONTHS; REALIZING PROJECTED 2022 RESULTS IN 2020 FOR A TOTAL OF $4.28 TRILLION IN GLOBAL E-COMMERCE SALES IN 2020. WAREHOUSE AND DISTRIBUTION CENTERS ARENT NEW TO E-COMMERCE, BUT THE RAPID INCREASE IN DEMAND HAS MOST STRUGGLING TO KEEP UP.12. EMBRACING OMNI-CHANNEL DISTRIBUTION13. MICRO-DISTRIBUTION FROM STOREAS CUSTOMERS DEMAND FASTER SHIPMENTS, RETAIL BUSINESSES WILL LOOK TO LEVERAGE EXISTING BRICK AND MORTAR LOCATIONS AS MINI-DISTRIBUTION CENTERS. THEY WILL AIM TO BUILD A LARGER DISTRIBUTION NETWORK WITHOUT A LARGE INVESTMENT. EQUIPPING EXISTING RETAIL STORE LOCATIONS WITH DISTRIBUTION CAPABILITIES CAN BE MORE COST EFFECTIVE THAN PARTNERING.14. NEW IMPORTANCE ON INVENTORY VISIBILITY15. INCREASE IN COLD STORAGEIN SUMMARYAS WE SETTLE INTO OUR POST-COVID LIVES THE ONLY THING THAT IS CERTAIN IS THAT NOTHING IS CERTAIN. COMPANIES ARE CREATING BACK UP PLANS FOR THEIR BACK UP PLANS. WITH AN UNPREDICTABLE FUTURE, WAREHOUSE AND DISTRIBUTION CENTERS WILL LOOK TO BE AS ADAPTABLE AND FLEXIBLE AS POSSIBLE. THEIR MAIN FOCUS WILL BE ON HOW TO BEST UTILIZE SPACE AND EFFICIENTLY MANAGE THEIR BIGGEST EXPENSE - LABOR.Sourcehttps://us.blog.kardex-remstar.com/15-ways-covid-changing-warehousingPage 695 of 715
36APPENDIX PART II.) RECENT SALES COMPS FOR RC METHODOLOGY EMPIRE ANALYZED RECENT SALES FOR LARGER INDUSTRIAL, OFFICE, RETAIL AND MULTIFAMILY PROPERTIES WITHIN THE INLAND EMPIRE AND A SUBSET OF CITIES WITHIN RC, FONTANA, ONTARIO AND RIALTO TO COME UP WITH A PSF VALUE PLEASE NOTE THAT EMPIRE FOCUSED ON THE SALES DATA FOR INDUSTRIAL FROM 2019-2022 AND FOR THE OTHER ASSET CLASSES 2021-2022 THE PRICE OF INDUSTRIAL PSF HAS RISEN SINCE 2019
Page 696 of 715
APPENDIX PART II.) WAREHOUSE/DISTRIBUTION WHOLESALE MANUFACTURING SPACE PER WORKER IN THE RC37THE CITY OF RC HAS SEEN A LARGE AMOUNT OF GROWTH IN ITS WAREHOUSE/DISTRIBUTION SPACE BUT NOT AN EQUAL INCREASE IN EMPLOYMENT. BASED ON APN DATA, EMPIRE ESTIMATES THAT THERE WAS 26.4M SQUARE FEET OF WAREHOUSE DISTRIBUTION SPACE IN 2010 AND CLOSE TO 33.8M SQUARE FEET IN 2022 OR A PERCENT GROWTH OF SOME 28% THE AMOUNT OF WORKERS INCREASED FROM 11,170 WORKERS TO 15,092 WORKERS WITH THERE BEING A QUICKY RECOVERY FROM OVID FOR A % GROWTH OF SOME 35% PLEASE NOTE THAT THE AMOUNT OF WORKERS PER SPACE WAS DECREASING FROM 2014 TO 2019 THEN INCREASED DUE TO COVID-19 AND IS SLIGHTLY DECREASING, REFLECTING VARIOUS TECHNOLOGY NEEDS AND SPACE DESIGNSPage 697 of 715
APPENDIX PART II.) LOCATION OF VACANT INDUSTRIAL SPACE FOR THE RANCHO CUCAMONGA MARKET THE OVERALL VACANCY RATE FOR THE INDUSTRIAL OR WAREHOUSE/TRANSPORTATION MARKET PER VARIOUS SOURCES IS BETWEEN 1.1% (CBRE) TO 1.61% (VOIT). PLEASE NOTE THAT THE VACANCY RATE FOR THE INLAND EMPIRE HAS COME DONE FROM 2008 AFTER THE GREAT RECESSION FROM LEVELS OF CLOSE TO 12% TO HISTORIC LOWS TODAY. CURRENTLY, DUE TO RANCHO CUCAMONGAS PRIME LOCATION OFF THE 1-15 AND BY THE 1-10, SPACE IS AT A PREMIUM WITH LITTLE VACANCY.. I-15 IS A MAJOR WEST TO EAST CORRIDOR THAT GOES NORTH THROUGH THE WESTERN HALF OF THE US. THE I-10 IS A MAJOR WEST TO EAST CORRIDOR AS WELL..38-------------------------THE VACANCIES ARE LOCATED INTERSPERSED IN THE SOUTHERN PART OF THE CITY AND ARE GENERALLY SMALLER SQUARE FOOTAGE SPACES.Page 698 of 715
APPENDIX PART II) CITY OF RANCHO CUCAMONGA CURRENT PLAN39Page 699 of 715
APPENDIX PART III.) POTENTIAL IMPACTS OF TECHNOLOGICAL CHANGE (AUTOMATION/GREEN TECHNOLOGY) ON THE WAREHOUSE/DISTRIBUTION MARKETS40Source:https://www.inboundlogistics.com/articles/warehouse-automation-growing-but-for-how-long/Page 700 of 715
APPENDIX PART III.) AMAZONS RECENT WAREHOUSE: 4M SQUARE FEET FOR 1,500 WORKERS41ONTARIO, CALIF. - AMAZON IS OPENING ONE OF ITS LARGEST WAREHOUSES IN THE INLAND EMPIRE. THE FACILITY, LOCATED AT THE MERRILL COMMERCE CENTER IN ONTARIO, WILL BE COMPLETED IN 2024, AND THE TOTAL SQUARE FOOTAGE IS OVER 4 MILLION SQ. FT., MAKING IT ONE OF THEIR LARGEST BUILDINGS.IT WILL EMPLOY OVER 1,500 PEOPLE.AMAZON OFFICIALS SAY THE COMPANY HAS INVESTED MORE THAN $19.3 BILLION IN THE INLAND EMPIRE AND $81 BILLION IN CALIFORNIA SINCE 2010. ACCORDING TO A RECENT COMPANY REPORT, AMAZON CREATED OVER 40,000 JOBS IN THE INLAND EMPIRE AND AMAZONS INVESTMENTS IN THE REGION LED TO THE CONTRIBUTION OF MORE THAN $15.4 BILLION TO THE ECONOMY OVER THE LAST DECADE.PAUL GRANILLO, PRESIDENT AND CEO OF INLAND ECONOMIC PARTNERSHIP, SAYS AMAZONS INVESTMENT IN THE INLAND EMPIRE HELPED THE REGION BECOME A NATIONAL LEADER IN THE GOODS MOVEMENT INDUSTRY."THE MORE THAN 40,000 JOBS CREATED BY AMAZON, ALLOWED THE INLAND EMPIRE TO WEATHER THE ECONOMIC DOWNTURN BETTER THAN OUR NEIGHBORING COUNTIES. MORE IMPORTANTLY, IT PROVIDES OUR RESIDENTS WITH LOCAL EMPLOYMENT OPPORTUNITIES NEGATING THE NEED FOR MULTI-HOUR DAILY COMMUTES. THESE EFFORTS, PROVIDE ECONOMIC OPPORTUNITY NOW BUT ALSO POSITION OUR REGION FOR THE FUTURE," GRANILLO SAID IN A STATEMENT. AMAZON IS ALSO OPENING A FULFILMENT CENTER IN VICTORVILLE AND ONTARIO. EACH LOCATION WILL EMPLOY OVER 1,000 PEOPLE. Page 701 of 715
APPENDIX III.) POTENTIAL EMISSION RAMIFICATIONS 42Sourcehttps://scag.ca.gov/sites/main/files/file-attachments/task5_developingpolicyevaluation.pdf?1604268239Page 702 of 715
APPENDIX PART III.) FORECAST OF FUTURE DEMAND FOR ADDITIONAL WAREHOUSE/DISTRIBUTION 43Page 703 of 715
44APPENDIX PART III.) FUTURE IMPACT OF AUTOMATION IN RANCHO CUCAMONGA THERE IS A WIDE VARATION OF AUTOMATION TECHNOLOGIES THAT CAN BE ADOPTED BY EMPLOYERS IN CONJUNCTION WITH MODIFICATION TO THE BUILDING SIZE/LAYOUT (INCREASED CEILINGS/CROSS DOCK, ETC.), TO AUTOMATE ONE OF MANY TASKS THAT TAKE PLACE IN A WAREHOUSE. HOWEVER, NOT ALL EMPLOYERS WILL HAVE THE CAPITAL OR ABILITY DUE TO THE SIZE/WEIGHT OF ITEMS TO ADOPT THIS TECHNOLOGY TO THEIR CURRENT WAREHOUSES, AS ONLY CERTAIN TECHNOLOGIES CAN BE EASILY DEPLOYED POST BUILDING CONSTRUCTION. RESEARCH SHOWS THAT AUTOMATION HAS NOT ALWAYS REDUCED THE AMOUNT OF WAREHOUSE JOBS, IT HAS OFTEN LEAD TO THE INTENSIFICATION OF JOBS, DESKILLING EXISTING JOBS, CHANGING HOW EMPLOYEES ARE MANAGERD AND MAY NOT LEAD TO EXISITING JOB LOSS. AUTOMATION WILL MANIFEST ITSELF IN LESS FUTURE EMPLOYEES BEING HIRED POTENTIALLY FOR FUTURE BUILDINGS UNDER CONSTRUCTION, DEPENDING ON HOW MUCH A SPECIFIC COMPANY INVESTS IN TECHNOLOGY. IMPACT OF NEW TECNOLOGY ON WAREHOUSE JOBS1. NEW TECHNOLOGIES ARE LIKELY TO LEAD TO WORK INTENSIFICATION.2. NEW TECHNOLOGIES HAVE THE POTENTIAL TO DE-SKILL SOME JOBS.3. NEW TECHNOLOGIES ARE POISED TO TRANSFORM HOW WORKERS ARE MANAGED.4. IN THE SHORT TO MEDIUM TERM, NEW TECHNOLOGIES LIKELY WILL NOT CAUSE WIDESPREAD JOB LOSS.5. TECHNOLOGY IS LIKELY TO HAVE UNEVEN IMPACTS ACROSS DEMOGRAPHICS AND OCCUPATIONS.TECHNOLOGICAL GAINS INCLUDING BUT NOT LIMITED TO THOSE THAT MAY DE-SKILL AND INTENSIFY WORKAPPEARS TO BE LED BY THE WIDESPREAD DESIRE TO COMPETE WITH AMAZON AND OTHER MAJOR ONLINE RETAILERSPage 704 of 715
APPENDIX PART III). AIR POLLUTION RISK 45Sourcehttps://www.lung.org/research/sota/key-findings/most-polluted-placeshttp://www.laalmanac.com/environment/ev01a.phphttps://www.epa.gov/air-trends/air-quality-cities-and-countiesPage 705 of 715
APPENDIX PART IV.) CITYS VISION46Page 706 of 715
1
CITY OF RANCHO CUCAMONGA
RECENT/EXPECTED EMPLOYMENT/HOUSING TRENDS/PATTERNS
IMPACTS OF THE FEDERAL RESERVE GOAL OF 2% INFLATION
AND
BENEFITS/COSTS OF WAREHOUSE/DISTRIBUTION FACILITIES
*PRESENTATION TO CITY COUNCIL –JULY 19, 2023*
PREPARED
BY
EMPIRE ECONOMICS, INC.
JOSEPH T. JANCZYK, PH.D.
ORIGINAL STUDY DATE: APRIL 17, 2023
(JUNE 2023 –UPDATES TO FED POLICIES, EMPLOYMENT
AND WAREHOUSE MARKET CONDITIONS)
SECTION I
THE RESIDENTIAL MARKET
HIGH MORTGAGE RATES CAUSING SLUGGISH
FOR-SALE HOMES, WHILE APARTMENTS STRONG
9
RANCHO CUCAMONGA –HOUSING INVENTORY (SUPPLY) AND PENDING LISTINGS (DEMAND) (2018 –2023 YTD)
FOR 2018-2020, THE LEVEL OF FOR-SALE
HOMES/INVENTORY WAS HIGHER THAN DEMAND/SALES,
NORMAL CONDITIONS
3
FOR 2022 –MAY 2023, THERE WERE DECLINES IN DEMAND
(AFFORDABILITY) AND SUPPLY DECREASED (SLOW SALES)
DUE TO HIGHER MORTGAGE RATES
0
100
200
300
400
500
600
RANCHO CUCAMONGA PENDING LISTINGS AND INVENTORY (2022-2023 BY MONTH)RANCHO CUCAMONGA PENDING LISTINGS (DEMAND) AND INVENTORY (SUPPLY)
BY MONTH, NOT SEASONALLY ADJUSTED (2022-2023 YTD)
DEMAND SUPPLY
0
100
200
300
400
500
600
RANCHO CUCAMONGA PENDING LISTINGS AND INVENTORY (ANNUAL AVERAGE ACROSS 2018, 2019, AND 2020)RANCHO CUCAMONGA PENDING LISTINGS (DEMAND) AND INVENTORY (SUPPLY)
BY MONTH, NOT SEASONALLY ADJUSTED (2018-20)
2018-2020 DEMAND/AVG 2018-2020 SUPPLY/AVG
TYPICAL SUPPLY: ANNUAL AVERAGE ACROSS 2018, 2019 AND 2020
TYPICAL DEMAND: ANNUAL AVERAGE ACROSS 2018, 2019 AND 2020
SUPPLY
SUPPLY
DEMAND
DEMAND
4
SALES OF EXISTING/NEW HOMES IN RANCHO CUCAMONGA
SINGLE-FAMILY DETACHED AND ATTACHED, 2000-2022
•SALES OF EXISTING/NEW SINGLE FAMILY HOMES DECLINED FROM 1,509 IN 2021 TO 1,068 IN 2022,A RECORD LOW
•SALES OF ATTACHED HOMES DECLINED FROM 391 IN 2021 TO 315 IN 2022,THE LOWEST SINCE 2013
•THESE DECLINES CAN BE ATTRIBUTED TO HIGHER MORTGAGE RATES
o EXISTING HOMEOWNERS WANT TO KEEP THEIR HISTORICALLY LOW MORTGAGE RATES
o PURCHASERS OF HOMES FACE HIGHER NEW MORTGAGE RATES
2,346
2,552
3,015 3,104
2,859 2,863
2,015
1,338
1,494 1,569 1,577
1,192 1,228
1,470
1,361
1,582 1,519 1,478
1,338 1,320
1,427 1,509
1,068
3904384805778379836294744105354352942693483483403303943213193553913150
500
1,000
1,500
2,000
2,500
3,000
3,500
2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022
RANCHO CUCAMONGA:
SINGLE FAMILY DETACHED AND ATTACHED HOUSING SALES
Sales - Single Family Detached Sales - Attached
RANCHO CUCAMONGA –ANNUAL HOUSING PAYMENTS BY MONTH (JAN. 2018 –DEC. 2024 FORECAST)
ANNUAL HOUSING PAYMENTS = MORTGAGE PRINCIPAL + MORTGAGE INTEREST + PROPERTY TAXES
5
E. DECEMBER 2024:
IF CURRENT HOUSING
PRICES DECLINED BY -8%
AND MORTGAGE RATES
DECLINED TO 4.5%
BY DECEMBER 2024,
THE PAYMENT WOULD
FALL TO $38K
A. 2019-2020: LOWER
RATES OFFSET HOUSING
APPRECIATION
PAYMENT ~$38K IN 2018
B. 2021: RISING PRICES
AND STABLE RATES
DROVE PAYMENTS
HIGHER.
C. EARLY 2022: HIGHER
PRICES AND MORTGAGE
RATES DROVE PAYMENTS
EVEN HIGHER
ANNUAL HOUSING
PAYMENT LEVELS
D. MID-LATER 2022:
FALLING PRICES OFFSET
BY RISING MORTGAGE
RATES AS PAYMENTS GO
EVEN HIGHER, $51,000
…………..A…………….|….B….|..C…|..D..|……..….…......E
A
B
C
D
E
A B C D E
ANNUAL HOUSING
PAYMENT LEVELS (CON’T.)
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
1/1/20185/1/20189/1/20181/1/20195/1/20199/1/20191/1/20205/1/20209/1/20201/1/20215/1/20219/1/20211/1/20225/1/20229/1/20221/1/20235/1/20239/1/20231/1/20245/1/20249/1/2024ANNUAL HOUSING PAYMENT AMOUNTS (IN 2023 $)RANCHO CUCAMONGA (JAN. '18 -DEC. '24-F) -ESTIMATED ANNUAL HOUSING
PAYMENT COMPONENTS (MORTGAGE INTEREST + MORTGAGE PRINCIPAL +
PROPERTY TAXES) (IN 2023 WAGE $ DOLLARS)
PROPERTY TAX MORTGAGE-PRINCIPAL MORTGAGE-INTEREST
MORTGAGE INTEREST RATES
MORTGAGE PRINCIPAL (HOUSING PRICE APPRECIATION)
PROPERTY TAXES (HOUSING PRICE APPRECIATION)EMPIRE ECONOMICS
APR.
2021
APR.
2023
~$38K
~$51K
~$38K
+ ~34%
6
RECENT TRENDS FOR OVERALL RENTS AND ALSO A NEW APARTMENT PROJECT
$2,499
$2,808
$3,199 $3,295
$3,799 $3,955
$4,898
$0
$1,000
$2,000
$3,000
$4,000
$5,000
$6,000
776 825 1,046 1,142 1,438 1,680 2,349
RANCHO CUCAMONGA NEW ACTIVE APARTMENT PROJECT
HOMECOMING AT THE RESORT
$0
$250
$500
$750
$1,000
$1,250
$1,500
$1,750
$2,000
$2,250
$2,500
$2,750
$3,000
3/1/15 9/1/15 3/1/16 9/1/16 3/1/17 9/1/17 3/1/18 9/1/18 3/1/19 9/1/19 3/1/20 9/1/20 3/1/21 9/1/21 3/1/22 9/1/22
APARTMENT RENT TRENDS
RANCHO CUCAMONGA & SAN BERNARDINO COUNTY
Rancho Cucamonga San Bernardino County
RANCHO CUCAMONGA RENTS FOR EXISTING
APARTMENTS ROSE FROM $1,750 IN 2015 TO A PEAK OF
$2,750 IN 2022, BUT HAVE RECENTLY DECLINED SLIGHTLY
RANCHO CUCAMONGA RENTS FOR NEW APARTMENTS
ARE SIGNIFICANTLY HIGHER DUE TO NEW
CONSTRUCTION AS WELL AS MANY AMENITIES
7
•MARKET DEMAND IS ESTIMATED BASED UPON THE CITY’S OVERALL EMPLOYMENT GROWTH WITH SPECIAL CONSIDERATION
FOR NEWLY DEVELOPING WAREHOUSE/DISTRIBUTION FACILITIES WITH ~2,800 NEW JOBS.
•ABSORPTION AMONG THE PROJECTS IS PRIORITIZED ACCORDING TO THEIR CURRENT DEVELOPMENT APPROVAL STATUS.
•THE PACE OF NEW DEVELOPMENT IS EXPECTED TO OCCUR IN A SYNCHRONIZED MANNER TO MAINTAIN STABLE RENTS.
•SHOULD EXCESS UNITS ENTER THE MARKETPLACE, RENTS WOULD NEED TO BE LOWERED TO MAINTAIN ABSORPTION.
ESTIMATED ABSORPTION SCHEDULES FOR NEW APARTMENT PROJECTS
208
336 300
23 0 0 0
100 130
94
0 0 0
250
250
160
0
50
175
275
319
0
50
100
150
200
250
300
350
400
450
500
2022 2023 2024 2025 2026 2027 2028NUMBER OF APARTMENT RENTAL'S -ANNUALLYRANCHO CUCAMONGA NEW APARTMENT PROJECTS
ACTIVE, UNDER CONSTRUCTION, PERMITS & FUTURE
* FUTURE*
ALTA CURVEE-260,
33-NORTH-311 &
HAVEN/ARROW-248
* PERMITS ISUED *
HARVEST @ TERRA
VISTA-660
* CONSTRUCTION*
LA MIRAGE-193 &
WESTBURY-131
* ACTIVE *
HOMECOMING-867
SECTION II
NON-RESIDENTIAL
WAREHOUSE/DISTRIBUTION (W/D), THE PRIMARY GROWTH SECTOR
BUT MINIMAL ECONOMIC BENEFITS
17
GEOGRAPHICAL DEVELOPMENT PATTERNS FOR WAREHOUSE/DISTRIBUTION MARKET IN THE INLAND EMPIRE
RANCHO CUCAMONGA HAS A STRATEGIC LOCATION VS CITIES LOCATED EASTERLY IN SB-R COUNTIES
CLOSER PROXIMITY TO THE PORTS/RAIL/HIGHWAYS AND ALSO CLOSER PROXIMITY TO THE LA POPULATION CORE
9
FORECAST OF NEAR-TERM AND FUTURE DEVELOPMENT
FOR WAREHOUSE/DISTRIBUTION PROJECTS
10
THE RANCHO CUCAMONGA PLANNING DEPARTMENT PROVIDED INFORMATION ON THE WAREHOUSE/DISTRIBUTION
PROJECTS, THAT ARE CURRENTLY UNDER CONSTRUCTION OR AT VARIOUS STAGES IN THE PLANNING PROCESS.
106,192 46,620 74,387
2,304,269
794,014
1,215,030
2,410,461
840,634
1,289,417
0
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
UNDER CONSTRUCTION:
2023 -2024
PLAN CHECK: 2024-2025 ENTITLEMENTS: 2025 -
2026TOTAL SQUARE FEETCITY OF RANCHO CUCAMONGA MAJOR WAREHOUSE/DISTRIBUTION
FORTHCOMING PROJECTS -NEAR TERM
BELOW ~75,000 SQ.FT.ABOVE ~75,000 SQ.FT.
•CONSTRUCTION TIMES
ESTIMATED BASED UPON
EXPECTED MARKET DEMAND
•ACTUAL CONSTRUCTION
AND MARKET ENTRY WILL
BE DETERMINED BY THE
DEVELOPERS/PROPERTY
OWNERS.
NEAR-TERM FORECAST FOR ADDITIONAL WAREHOUSE/DISTRIBUTION FOR RANCHO CUCAMONGA
11
THE NEAR-TERM W/D PROJECTS HAVE AN ESTIMATED 4,500,000 SQ.FT.
EMPIRE ECONOMICS ESTIMATED THE AMOUNT OF EMPLOYMENT WILL GENERATE ABOUT 2,833 NEW JOBS
.
602,615
1,625,548 1,630,447
644,709
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
2023 2024 2025 2026BUILDING SQ.FT. ABSORBED RANCHO CUCAMONGA WAREHOUSE/DISTRIBUTION
ABSORPTION OF NEW BUILDING SPACE
BUILDING - SQ.FT.
383
1,025 1,021
403
0
200
400
600
800
1,000
1,200
2023 2024 2025 2026NEW EMPLOYMETNRANCHO CUCAMONGA WAREHOUSE/DISTRIBUTION
NEW EMPLOYMENT
EMPLOYEES
•ABSORPTION ESTIMATED BASED UPON EXPECTED DEMAND
•ACTUAL CONSTRUCTION AND MARKET ENTRY WILL BE
DETERMINED BY THE DEVELOPERS/PROPERTY OWNERS.
BASED UPON RECENT DATA OF W/D EMPLOYMENT IN THE CITY,
ABOUT 80% OF SUCH WORKERS RESIDE IN THE CITY
•ALTHOUGH THERE MAY BE POTENTIAL FOR THE DEVELOPMENT ALTERNATIVE LAND USES, SUCH AS OFFICE, RETAIL AND
MULTIFAMILY, THEIR DEVELOPMENT POTENTIAL, AS MEASURED BY ECONOMIC METRICS, ARE CURRENTLY NOT AS FAVORABLE
12
OVERVIEW OF CURRENT MARKET CONDITIONS FOR WAREHOUSE/DISTRIBUTION
AND ALTERNATIVE POTENTIAL LAND USES: RETAIL, OFFICE AND MULTIFAMILY/APARTMENTS
$1.51
$2.20
$1.95
$2.18
$0.00
$0.50
$1.00
$1.50
$2.00
$2.50
W / D RETAIL OFFICE MULTIFAMILYRENTS PER SQ.FT. -MONTHLYRECENT RENTS
$54,826
$30,692
$52,495
$74,218
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
$80,000
$90,000
W / D RETAIL OFFICE MULTIFAMILYEMPLOYEE SALARIES -ANNUALLYEMPLOYEE SALARIES
14
87
275
100
0
50
100
150
200
250
300
W / D RETAIL OFFICE MULTIFAMILYEMPLOYEES/RESIDENTS PER ACREEMPLOYEES/RESIDENTS -PER ACRE
1.1%
6.5%
5.3%4.8%
0%
1%
2%
3%
4%
5%
6%
7%
8%
W / D RETAIL OFFICE MULTIFAMILYVACANCY RATERECENT VACANCY RATES
RANCHO CUCAMONGA: COST/BENEFIT ANALYSIS OF WAREHOUSE/DISTRIBUTION AND OTHER POTENTIAL LAND-USES
13
DESCRIPTION OF NUMERIC ESTIMATES
WAREHOUSE /
DISTRIBUTION RETAIL OFFICE MULTIFAMILY
VACANCY RATE 1.1%6.5%5.3%4.8%
MARKET RENT PSF $1.51 $2.20 $1.95 $2.18
NET OPERATING INCOME (NOI)$87,210 $71,585 $270,168 $888,216
CAP RATE - USED TO ESTIMATE VALUE 4.5%6.5%6.5%5.8%
IMPLIED MARKET VALUE $1,938,004 $1,101,310 $4,156,431 $15,314,063
SALE VALUE PRICE PER SQ. FT. OF LAND $268 $175 $182 $225
BUILDING COVERAGE 41%38%72%125%
ESTIMATED PROPERTY TAX PER ACRE $32,946 $18,722 $70,659 $260,339
FUTURE DEMAND HIGH MODERATE MINIMAL HIGH
TOTAL WORKERS/RESIDENTS PER SECTOR 8,271 17,177 31,239 61,769
WORKERS/RESIDENTS PER ACRE 14 87 275 100
AVERAGE WAGE - EMPLOYEES $54,826 $30,692 $52,495 $74,218
WAGE GROWTH POTENTIAL MINIMAL MINIMAL MODERATE MODERATE
PRIMARILY CITY RESIDENTS; MINIMAL MINIMAL MODERATE YES
SALES TAX ELIGIBLE NO YES YES YES
IMPACTED BY REMOTE WORK NO NO YES NO
IMPACTED NEGATIVELY BY AUTOMATION YES SOME YES NO
POSITIVE EXTERNALITIES STABLE SHOPPING HUB BRINGS IN WORKERS RESIDENT BASE
NEGATIVE EXTERNALITIES/RISK TRAFFIC ECONOMIC CYCLE REMOTE WORK RENTERS
POLLUTION
OPPORTUNITY COST
NOTES HIGH DEMAND FOR
WAREHOUSE/DISTRIB
UTION SPACE DUE TO
PRIME INLAND
EMPIRE LOCATION.
CAN SERVICE DAILY
AND REGIONAL
NEEDS. VACANCY
AND RENT
DEPENDENT ON
NEEDS.
SUSCEPTIBLE TO
REMOTE WORK, LOW
VACANCY IN RC
DRIVEN BY
HEALTHCARE
DEMAND
CONCLUSIONS AND INSIGHTS
I. RESIDENTIAL MARKET: HIGH MORTGAGE RATES, FOR-SALE HOMES SLUGGISH,
WHILE APARTMENTS STRONG
•MARKET FOR EXISTING HOMES EXPECTED TO REMAIN SLUGGISH THROUGH 2024
•HOME SALES RELATIVELY LOW DUE TO CURRENT HOMEOWNERS HAVING HISTORICALLY LOW MORTGAGE RATES
•NEW RESIDENTIAL DEVELOPMENT ACTIVITY IN THE CITY PRIMARILY APARTMENTS
II. NON-RESIDENTIAL: WAREHOUSE/DISTRIBUTION (W/D) AS THE PRIMARY GROWTH SECTOR,
BUT MINIMAL ECONOMIC BENEFITS
•ROBUST DEVELOPMENT POTENTIAL FOR W/D IN THE CITY –NEAR-TERM 4M SQ.FT.
•BUT ECONOMIC BENEFITS MINIMAL AND POTENTIAL TRAFFIC/HEALTH EXTERNALITIES
* THE PRIMARY SECTORS GENERATING NEW DEVELOPMENT IN THE CITY ARE W/D AND APARTMENT PROJECTS
26
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Matt Marquez, Director of Planning and Economic Development
SUBJECT:Quarterly Development Update – Second Quarter 2023 (CITY)
RECOMMENDATION:
Staff recommends that the City Council receive a presentation from staff on development-related
activities for the second quarter of 2023 (April through June).
BACKGROUND:
Over the last several months, the City Council has received reports detailing the progress in
implementing the City’s General Plan and Housing Element. Those reports are submitted to State
agencies for annual review and serve as report cards for the community to verify that progress
continues to be made toward meeting the goals outlined in each plan. While those reports include
development-related information (permits issued, new housing units constructed, etc.), they are
only developed and presented to the City Council once a year. Staff believes more frequent
updates are necessary to better inform the community and at the conclusion of the first quarter of
2023, provided a Quarterly Development Update (QDU) to the City Council. Now, with the second
quarter of 2023 complete, it is again time for staff to present an update to the City Council.
ANALYSIS:
The QDU to be presented to the City Council will include summaries of both Building & Safety
and Planning & Economic Development related activities. This includes, but may not be limited
to, detailing entitlement approvals by use type, providing updates on key development projects,
and reporting on building permit and plan check activity. For example, 1,487 new plan checks
have been submitted to the City for review, and 1,543 building permits have been issued during
the second quarter of 2023. Additionally, hundreds of people have visited the public counter and
staff has fielded thousands of phone calls, all while construction on various projects continues
throughout the City.
Staff's formal presentation to the City Council will provide additional details on development-
related activities, and staff will continue to report this information to Council quarterly.
FISCAL IMPACT:
There is no fiscal impact associated with this item.
Page 707 of 715
Page 2
1
9
3
4
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
This item addresses the Council’s following core values:
1. Providing and nurturing a high quality of life for all
2. Relentless pursuit of improvement
3. Building and preserving a family-oriented atmosphere
ATTACHMENTS:
None
Page 708 of 715
QUARTERLY DEVELOPMENT UPDATE
2023 -Quarter 2
PLANNING
SUMMARY
65 Applications Submitted
388 Counter Visits & 660 Phone Calls
v
v
v20+ Major Projects In The Pipeline
Business Appreciation Month
2O Businesses Highlighted –25,082 impressions
292 Tickets provided for Business Appreciation Night
Marketing & Communications
3,940 Subscribers -Community & Economic
Development e-Newsletter
173 Subscribers -Real Estate Professionals e-
Newsletter
Business Support Services
1 –Brokers Roundtable –21 attendees
3 SBDC workshops held w/ 23 attendees
14 first-time business consulting meetings held
52 business consulting meetings held
v
v
v
ECONOMIC DEVELOPMENT
1,543 Building Permits Issued
1,487 New Plan Check Submittals
131 New Units Finalized
47 New Construction Permits Finalized
BUILDING &
SAFETY
SUMMARY
2023 -Quarter 2
342 Counter Visits
4,917 Phone Calls
3,432 Texting Contacts
3,861 Inspections
BUILDING ACTIVITY –New Construction
•12255 Base Line Sanctity Hotel –68-room Boutique Hotel
•9325 Feron Boulevard –New 15,700 sq ft concrete tilt-up located East of Hellman across from Public Works
•8500 Haven Avenue (Haven and Arrow Project) –248 apartment units mixed-use building; 24,000 sq ft of commercial
space
9325 Feron Blvd. 8500 Haven Ave.Sanctity Hotel
BUILDING
ACTIVITY -
Residential
•Homecoming at the Resort –All
foundations for the 435 units have
now been completed.
•Westberry Apartments –131 units
and 2,662 sf clubhouse
•The Core –193 units and a 7,748 sq
ft Club House located on Foothill
and East Ave.
•Alta Cuvee Apartments –260
units with subterranean parking
and 3,339 sf of commercial space
BUILDING
ACTIVITY -
Occupancy
2,132 sq ft
11995 Foothill Blvd. #120
1,243 sq ft
12385 South Mainstreet
(Victoria Gardens)
690 sq ft
12434 North Mainstreet, #122
(Victoria Gardens)
1,592 sq ft
12335 Base Line Rd., #100
1,157 sq ft
7802 Kew Ave.
(Victoria Gardens)
THE END
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Wess Garcia, Acting Library Director
SUBJECT:Consideration of the City Council Library Subcommittee's
Recommendation to Appoint Members to the Library Board of Trustees.
(CITY)
RECOMMENDATION:
Staff recommends the City Council approve the City Council Library Subcommittee’s
recommendation to appoint Christine DeVries and Laurel Rice to a three-year term ending on
June 30, 2026 and appoint William Diepenbrock to fill an un-scheduled vacancy for an unexpired
term ending on June 30, 2024 on the Library Board of Trustees.
BACKGROUND:
As mandated by the California Education Code Sections 18910-18927, municipal public libraries
shall have a Board of Trustees appointed by the municipality’s governing body. As outlined in the
By-laws of the Rancho Cucamonga Public Library Board of Trustees, the Board is mandated to
provide oversight to the Library. Terms of office for the Trustees shall be for three years and all
Members serve in a volunteer capacity.
Two vacancies will be created on the Board on June 30, 2023, when the terms for Board
Members Christine DeVries and Janet Temkin conclude. A third vacancy via a resignation by
Board member Kristen Murrieta-Morales was submitted and effective as of June 22, 2023.
New appointees Christine DeVries and Laurel Rice will each be appointed to complete three-
year terms concluding June 30, 2026. The appointment of William Diepenbrock due to the
resignation of Kristen Murrieta-Morales will be to fill an unexpired term ending on June 30, 2024.
ANALYSIS:
The City Council Library Subcommittee, at their meeting on May 17, 2023, interviewed six
applicants for the Library Board of Trustees vacancies. The Subcommittee recommends the
appointment of Christine DeVries, Laurel Rice, and William Diepenbrock. These three
candidates have demonstrated their passion for public library services in Rancho Cucamonga.
FISCAL IMPACT:
None.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
Providing superior Library Services to the residents of Rancho Cucamonga supports City
Council’s Core Values of providing and nurturing a high quality of life and equitable prosperity
for all.
ATTACHMENTS:
None.
Page 709 of 715
DATE:July 19, 2023
TO:Mayor and Members of the City Council
FROM:John R. Gillison, City Manager
INITIATED BY:Michael Parmer, Assistant to the City Manager
SUBJECT:Designation of Voting Delegates and Alternates for the League of
California Cities (Cal Cities) Annual Business Meeting. (CITY)
RECOMMENDATION:
Staff recommends the City Council designate a voting Delegate and Alternates for the Annual
Business Meeting of the 2023 League of California Cities (Cal Cities) Annual Conference.
BACKGROUND:
Cal Cities 2023 Annual Conference is scheduled for September 20-22, 2023, in Sacramento. An
essential part of the Annual Conference is the Annual Business Meeting during the General
Assembly on Friday, September 22. At this meeting, the Cal Cities membership considers and
takes action on various resolutions that establish Cal Cities policy on municipal issues of
statewide importance.
In order to vote at the Annual Business Meeting, the City Council must designate one (1) voting
delegate and appoint up to two (2) alternate voting delegates, one of whom may vote in the event
the designated voting delegate is unable to serve in that capacity. According to the League
bylaws, the voting delegate and the two alternate delegates must be designated by an official
vote of the City Council.
ANALYSIS:
The designate voting delegate and alternates must be registered to attend the conference. Only
one (1) voting card will be provided for use by either the voting delegate or the alternates. The
task of voting at the Annual Business Meeting cannot be transferred to any other city official
beyond the designated voting delegate and alternates. The voting delegate and alternates can be
Council Members or City Staff scheduled to participate in the conference.
FISCAL IMPACT:
None.
COUNCIL MISSION / VISION / VALUE(S) ADDRESSED:
Actively participating in the policy-making process during the General Assembly supports the City
Council’s Core Values of intentionally embracing and anticipating the future and continuous
improvement.
ATTACHMENTS:
Attachment 1 - Voting Delegate Letter and form.
Page 710 of 715
1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org
DATE: Wednesday, June 21, 2023
TO: Mayors, Council Members, City Clerks, and City Managers
RE: DESIGNATION OF VOTING DELEGATES AND ALTERNATES
League of California Cities Annual Conference and Expo, Sept. 20-22, 2023,
Sacramento SAFE Credit Union Convention Center
Every year, the League of California Cities convenes a member-driven General Assembly
at the Cal Cities Annual Conference and Expo. The General Assembly is an important
opportunity where city officials can directly participate in the development of Cal Cities
policy.
Taking place on Sept. 22, the General Assembly is comprised of voting delegates
appointed by each member city; every city has one voting delegate. Your appointed
voting delegate plays an important role during the General Assembly by representing
your city and voting on resolutions.
To cast a vote during the General Assembly, your city must designate a voting
delegate and up to two alternate voting delegates, one of whom may vote if the
designated voting delegate is unable to serve in that capacity. Voting delegates may
either be an elected or appointed official.
Please complete the attached voting delegate form and email it to Cal Cities office
no later than Monday, August 28.
New this year, we will host a pre-conference information session for voting delegates to
explain their role. Submitting your voting delegate form by the deadline will allow us time
to establish voting delegate/alternate records prior to the conference and provide pre-
conference communications with voting delegates.
Please view Cal Cities’ event and meeting policy in advance of the conference.
Action by Council Required. Consistent with Cal Cities bylaws, a city’s voting delegate
and up to two alternates must be designated by the city council. When completing the
attached Voting Delegate form, please attach either a copy of the council resolution
that reflects the council action taken or have your city clerk or mayor sign the form
affirming that the names provided are those selected by the city council.
Please note that designating the voting delegate and alternates must be done by city
council action and cannot be accomplished by individual action of the mayor or city
manager alone.
Council Action Advised by August 28, 2023
ATTACHMENT 1
Page 711 of 715
Conference Registration Required. The voting delegate and alternates must be
registered to attend the conference. They need not register for the entire conference;
they may register for Friday only. Conference registration is open on the Cal Cities
website.
For a city to cast a vote, one voter must be present at the General Assembly and in
possession of the voting delegate card and voting tool. Voting delegates and
alternates need to pick up their conference badges before signing in and picking up
the voting delegate card at the voting delegate desk. This will enable them to receive
the special sticker on their name badges that will admit the voting delegate into the
voting area during the General Assembly.
Transferring Voting Card to Non-Designated Individuals Not Allowed. The voting
delegate card may be transferred freely between the voting delegate and alternates,
but only between the voting delegate and alternates. If the voting delegate and
alternates find themselves unable to attend the General Assembly, they may not
transfer the voting card to another city official.
Seating Protocol during General Assembly. At the General Assembly, individuals with a
voting card will sit in a designated area. Admission to the voting area will be limited to the
individual in possession of the voting card and with a special sticker on their name badge
identifying them as a voting delegate.
The voting delegate desk, located in the conference registration area of the SAFE Credit
Union Convention Center in Sacramento, will be open at the following times:
Wednesday, Sept. 20, 8:00 a.m.- 6:00 p.m. and Thursday, Sept. 21, 7:30 a.m.- 4:00 p.m. On
Friday, Sept. 22, the voting delegate desk will be open at the General Assembly, starting
at 7:30 a.m., but will be closed during roll calls and voting.
The voting procedures that will be used at the conference are attached to this memo.
Please share these procedures and this memo with your council and especially with the
individuals that your council designates as your city’s voting delegate and alternates.
Once again, thank you for completing the voting delegate and alternate form and
returning it to Cal Cities office by Monday, Aug. 28. If you have questions, please
contact Zach Seals at zseals@calcities.org.
Attachments:
• General Assembly Voting Guidelines
• Voting Delegate/Alternate Form
• Information Sheet: Cal Cities Resolutions and the General Assembly
Page 712 of 715
1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org
General Assembly Voting Guidelines
1. One City One Vote. Each member city has a right to cast one vote on
matters pertaining to Cal Cities policy.
2. Designating a City Voting Representative. Prior to the Cal Cities Annual
Conference and Expo, each city council may designate a voting delegate
and up to two alternates; these individuals are identified on the voting
delegate form provided to the Cal Cities Credentials Committee.
3. Registering with the Credentials Committee. The voting delegate, or
alternates, may pick up the city's voting card at the voting delegate desk in
the conference registration area. Voting delegates and alternates must sign
in at the voting delegate desk. Here they will receive a special sticker on
their name badge and thus be admitted to the voting area at the General
Assembly.
4. Signing Initiated Resolution Petitions. Only those individuals who are voting
delegates (or alternates), and who have picked up their city’s voting card
by providing a signature to the credentials committee at the voting
delegate desk, may sign petitions to initiate a resolution.
5. Voting. To cast the city's vote, a city official must have in their possession the
city's voting card and voting tool; and be registered with the credentials
committee. The voting card may be transferred freely between the voting
delegate and alternates but may not be transferred to another city official
who is neither a voting delegate nor alternate.
6. Voting Area at General Assembly. At the General Assembly, individuals with
a voting card will sit in a designated area. Admission to the voting area will
be limited to the individual in possession of the voting card and with a
special sticker on their name badge identifying them as a voting delegate.
7. Resolving Disputes. In case of dispute, the credentials committee will
determine the validity of signatures on petitioned resolutions and the right of
a city official to vote at the General Assembly.
Page 713 of 715
CITY: ________________________________________
2023 ANNUAL CONFERENCE
VOTING DELEGATE/ALTERNATE FORM
Please complete this form and return it to Cal Cities office by Monday, August 28, 2023.
Forms not sent by this deadline may be submitted to the Voting Delegate Desk located
in the Annual Conference Registration Area. Your city council may designate one
voting delegate and up to two alternates.
To vote at the General Assembly, voting delegates and alternates must be designated by your
city council. Please attach the council resolution as proof of designation. As an alternative,
the Mayor or City Clerk may sign this form, affirming that the designation reflects the action
taken by the council.
Please note: Voting delegates and alternates will be seated in a separate area at the General
Assembly. Admission to this designated area will be limited to individuals (voting delegates
and alternates) who are identified with a special sticker on their conference badge. This
sticker can be obtained only at the voting delegate desk.
1. VOTING DELEGATE
Name:
Title:
2. VOTING DELEGATE - ALTERNATE
Name:
Title:
Email: _______________________________
Email: ______________________________
3. VOTING DELEGATE - ALTERNATE
Name:
Title:
Email: _____________________________
ATTACH COUNCIL RESOLUTION DESIGNATING VOTING DELEGATE AND ALTERNATES OR
ATTEST: I affirm that the information provided reflects action by the city council to
designate the voting delegate and alternate(s).
Name: ____________________________________ Email: _________________________________
Mayor or City Clerk: ________________________ Date: __________ Phone: ________________
(circle one) (signature)
Please complete and email this form to votingdelegates@calcities.org by Monday,
August 28, 2023.
Page 714 of 715
Sixty days before the
Annual Conference and
Expo, Cal Cities members
may submit policy
proposals on issues of
importance to cities. The
resolution must have the concurrence
of at least five additional member cities
or individual members.
How it works: Cal Cities
Resolutions and the General Assembly
General Assembly
General Resolutions Policy Committees
Developing League of California Cities policy is a dynamic process that engages a wide range of members to
ensure that we are representing California cities with one voice. These policies directly guide Cal Cities advocacy
to promote local decision-making, and lobby against statewide policy that erodes local control.
The resolutions process and General Assembly is one way that city officials can directly participate in the
development of Cal Cities policy. If a resolution is approved at the General Assembly, it becomes official Cal
Cities policy. Here’s how Resolutions and the General Assembly works.
The petitioned resolution
is an alternate method
to introduce policy
proposals during the
annual conference. The
petition must be signed by
voting delegates from 10% of member
cities, and submitted to the Cal Cities
President at least 24 hours before the
beginning of the General Assembly.
Petitioned Resolutions
The Cal Cities President
assigns general resolutions
to policy committees where
members review, debate,
and recommend positions for
each policy proposal. Recommendations are
forwarded to the Resolutions Committee.
Who’s who
The Resolutions
Committee includes
representatives from
each Cal Cities diversity
caucus, regional
division, municipal
department, policy
committee, as well as
individuals appointed by
the Cal Cities president.
Voting delegates
are appointed by each
member city; every city
has one voting delegate.
The General Assembly
is a meeting of the
collective body of
all voting delegates —
one from every
member city.
Seven Policy
Committees meet
throughout the year to
review and recommend
positions to take on
bills and regulatory
proposals. Policy
committees include
members from each Cal
Cities diversity caucus,
regional division,
municipal department,
as well as individuals
appointed by the Cal
Cities president.
During the General Assembly, voting delegates
debate and consider general and petitioned
resolutions forwarded by the Resolutions Committee.
Potential Cal Cities bylaws amendments are also
considered at this meeting.
Cal Cities policy
development is a
member-informed
process, grounded
in the voices and
experiences of city
officials throughout
the state.
For more information visit www.calcities.org/general-assembly
Prior to the Annual Conference and Expo
Resolutions Committee
The Resolutions Committee
considers all resolutions.
General Resolutions approved1
by either a policy committee
or the Resolutions Committee
are next considered by the General
Assembly. General resolutions not approved,
or referred for further study by both a policy
committee and the Resolutions Committee
do not go the General Assembly. All
Petitioned Resolutions are considered by the
General Assembly, unless disqualified.2
• Voting delegates will receive increased communications to prepare
them for their role during the General Assembly.
• The General Assembly will take place earlier to allow more time for
debate and discussion.
• Improvements to the General Assembly process will make it easier for
voting delegates to discuss and debate resolutions.
What’s new in 2023?
During the Annual Conference and Expo
1 The Resolution Committee can amend a general resolution prior to sending it to the General Assembly.
2 Petitioned Resolutions may be disqualified by the Resolutions Committee according to Cal Cities Bylaws Article VI. Sec. 5(f). Page 715 of 715