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HomeMy WebLinkAbout04-208 - Resolutions RESOLUTION NO. 04-208 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA,CALIFORNIA, DECLARING INTENT TO PURSUE A CHANGE OF ORGANIZATION AND REQUESTING THE LOCAL AGENCY FORMATION COMMISSION TO INITIATE PROCEEDINGS FOR THE ANNEXATION OF PROPERTY GENERALLY LOCATED AT THE NORTHERLY END OF WARDMAN BULLOCK ROAD AT THE INTERSECTION OF COLONBERO ROAD, AS DESCRIBED IN EXHIBIT "A', DEPICTED IN EXHIBIT"B,"AND OUTLINED IN EXHIBIT"C,"THE PLAN OF SERVICES. RESOLVED, by the City Council of the City of Rancho Cucamonga, California; that WHEREAS, a Final EIR has been certified by the City Council byway of Resolution No. 04-207 as required by the California Environmental Quality Act("CEQA")in connection with the City Council's consideration of the proposed annexation described in the title of this Resolution and that such document has been presented to the City Council; and WHEREAS, the above-described properties are located within and consistent with the established Sphere of Influence of the City, and contiguous to current City limits; and WHEREAS, the territory proposed to be annexed is uninhabited (as defined under LAFCO), and a description of the boundaries of the territory is set forth in Exhibit"A"and depicted in Exhibit"B" attached hereto and by this reference incorporated herein; and WHEREAS, the annexation of the property will represent a logical extension of the City's boundaries and urban services; and WHEREAS, it is the City's intention to provide the usual and necessary urban services to the area upon annexation, as outlined in the Plan of Services set forth in Exhibit "C" attached hereto and by this reference incorporated herein; and WHEREAS,the City has determined that the annexation of the properties would be beneficial to the public purposes of the City, in that the properties will provide for development within the City in a manner consistent with the City's General Plan and with related development; and WHEREAS, the City Council as governing body of the City of Rancho Cucamonga desires to initiate proceedings for a Change of Organization (Annexation)for the subject properties pursuant to the Cortese-Knox-Hertzberg Local Government Reorganization Act of 2000, Division 3, Commencing with Section 56000 of the California Government Code; and WHEREAS, the City Council has determined that the proposed annexation be subject to the following terms and conditions: a. The property owner has requested that the City of Rancho Cucamonga initiate annexation. The City is, therefore, requesting that the Local Agency Formation Commission approve the proposal with the waiver of further conducting authority proceedings as authorized by Govt. Code Section 56663(c). Resolution No. 04-208 Page 2 of 72 b. The proposed annexation shall be subject to all standard conditions required by the Local Agency Formation Commission. NOW,THEREFORE,the City Council as the governing body of the City of Rancho Cucamonga, California does hereby adopt, approve, resolve, determine and order as follows: SECTION 1: Based upon the facts and information contained in the record of this Project, the City Council makes the following findings and statements, and takes the following actions, pursuant to the California Environmental Quality Act ("CEQA") (Public Resources Code Section 21000 et. seq.): a. Henderson Creek Properties, LLC (the"Applicant") seeks approval of a series of actions related to the annexation of land from unincorporated San Bernardino County into the City of Rancho Cucamonga, the approval of a General Plan Amendment, Etiwanda North Specific Plan Amendment, Tentative Tract Map SUBTT16324, and associated Development Agreement. The actions also include the development of 123 single-family housing units on approximately 65.3 acres and designations of flood control, utility corridor, and open space on approximately 25.1 acres of land. Another 10 acres is also proposed for annexation and is currently used for a utility easement and for flood control purposes. The total area to be annexed is approximately 100.4 acres. The density of the development is approximately 1.9 dwelling units per gross acre. These series of actions and approvals are hereinafter defined in this Resolution as the "Project." b. Applicant has submitted the following applications relating to the Project: Annexation DRC2003-00753, General Plan Land Use Amendment DRC2003-00749, Etiwanda North Specific Plan Amendment DRC2003- 00750,Tentative Tract Map SUBTT16324,and Development Agreement DRC2003-00751 (collectively the"Project Applications"). These Project Applications, as well as the appeal of the Planning Commission's approval of Tentative Tract Map SUBTT16324, constitute the matters involving the Project,which are submitted to the City Council for decision and action. c. The City of Rancho Cucamonga,acting as the lead agency, prepared the Draft Environmental Impact Report ("EIR") for the Project, including certain technical appendices (the "Appendices") to the Draft EIR (State Clearinghouse No. 2003111057). The Draft EIRwas circulated fora 45- day public review and comment period from February 20, 2004,through April 5, 2004. Comments were received during that period and written responses were prepared and sent to all persons and entities submitting comments. Those comments and the responses thereto have been included in the Final EIR, as well as the revisions to the Draft EIR and a copy of the Draft Development Agreement (Appendix K). Those documents, together with the Draft EIR and Appendices, comprise the Final EIR. Resolution No. 04-208 Page 3 of 72 d. The City Council finds that the Final EIR was completed pursuant to CEQA, and the State Guidelines for Implementation of CEQA, 14 California Code of Regulations, Section 15000, et. seq. ("the Guidelines"). By Resolution No.04-207,the City Council has certified the Final EIR as being in compliance with the requirements of CEQA. e. The City Council finds that the Final EIR was presented to the City Council and that the City Council reviewed and considered the information in the Final EIR and has reached its own conclusions with respect to the Project and as to whether and how to approve the various components of the project approvals. f. The City Council finds that the Final EIR represents the independent judgment of the City Council of the City of Rancho Cucamonga and adequately addresses the impacts of the Project and imposes appropriate mitigation measures for the Project. g. Public Resources Code Section 21081 provides that no public agency shall approve or carry out a project for which an environmental impact report has been completed which identifies one or more significant environmental effects unless the public agency makes one or more of the following findings with respect to each significant effect: I. Changes or alterations have been required in, or incorporated into the project, which mitigate or avoid the significant environmental effects thereof as identified in the completed environmental impact report. ii. Such changes or alterations are within the responsibility and jurisdiction of another public agency and such changes have been adopted by such agency or can and should be adopted by such other agency. iii. Specific economic,social or other considerations make infeasible the mitigation measures or project alternatives identified in the environmental impact report. h. The City Council finds, based upon the Initial Study,the Final EIR, public comments, public agency comments, and the entire record before it,that the Project may create significant impacts in the areas of Land Use and Planning, Traffic and Circulation, Noise, Geology and Soils, Hydrology and Water Quality, Public Health and Safety, Biological Resources, Air Quality, and Public Services. However, changes or alterations have been required in, or incorporated into the Project,which will mitigate and in some cases, avoid the significant impacts. The specific changes and alterations required, and a brief explanation of the rationale for the findings with regard to each impact, are contained in the "CEQA Findings" for the Project (Exhibit 7" to the June 16, 2004 City Council Staff Report)and are incorporated herein by reference. In addition to the rationale and explanation contained in the "CEQA Findings", the City Council makes the following additional findings regarding the impacts of the Project on the resources and services listed in this paragraph: Resolution No. 04-208 Page 4 of 72 L Land Use and Planning. The Etiwanda North Specific Plan requires a minimum lot size of 20,000 square feet, and the Final EIR indicates that the Project would be inconsistent with the Etiwanda North Specific Plan, because some of the proposed residential lots would be less than 20,000 square feet. With the approval of the proposed Specific Plan Amendment that will change the land use district from Very Low Residential (0.1 — 2 dwelling units per acre) to Low Residential (2 — 4 dwelling units per acre) for the 65.3 acre area designated for residential development, the Project would then be consistent with the Etiwanda North Specific Plan. As a result, the Project site may be developed with lots less than 20,000 square feet. In addition, in order to address the reduction in lot sizes and the likely effect of lots averaging 18,000 square feet,with a minimum size of 14,025 square feet, on the ability of those property owners to own and maintain horses on those lots, a mitigation measure is being imposed (Mitigation Measure LU-2) to require the developer to pay an in-lieu fee to the City for the development of an equestrian center that would serve residents in the area desiring to own and maintain horses. The Etiwanda North Specific Plan also requires a particular design and development theme that is consistent with the character of Old Etiwanda by having access to trails, provisions for views of the mountains and complying with certain design requirements for landscaping,walls,fencing,lighting and the community's entry points. Mitigation Measure LU-1 is being imposed that requires the project developer to submit a landscape plan that is consistent with the City's neighborhood Theme Plan as contained in the Etiwanda North Specific Plan. Based on these mitigation measures,the City Council finds that any inconsistency of the Project with the Etiwanda North Specific Plan will be mitigated to a level of less than significant. ii. Traffic and Circulation. The Final EIR indicates that the proposed Project will increase vehicle trips and impact the level of service along arterial streets and intersections. Specifically, the Final EIR found that Project traffic, together with other anticipated traffic, will likely cause traffic flow to be deficient by experiencing a Level of Service (LOS)of"E" or"F" at the intersections of Wardman-Bullock Road (NS)at Wilson Avenue (EW)and at Etiwanda Avenue (NS)at Banyan Street(EW). Mitigation Measures are imposed to require the developer to construct and widen Wardman-Bullock Road along the Project frontage (Mitigation Measure TC-3),to install a traffic signal at Etiwanda Avenue (NS) and Banyan Street intersection (Mitigation Measure TC-5), to contribute developer fees for other traffic improvements (Mitigation Measures TC-1 and TC-5), and to modify signing and stripping of certain roadways and intersections (Mitigation Measures TC-2 and TC-4). The City's"City-Wide System Fees for Transportation Development" provides for the payment of fees at the time building permits are issued based on a formula adopted by the City Council by resolution. That formula provides for the payment of a fee per dwelling unit of approximately $1,710.03 Resolution No. 04-208 Page 5 of 72 and a credit against those fees for certain qualifying traffic improvements that mitigate the traffic impacts of the Project. The City is required to use traffic impact fees to fund City-wide and regional roadway and traffic improvements, and as a consequence, the payment of those fees by the project developer will contribute to the mitigation of the Project's impacts to traffic and circulation. Based on these mitigation measures, the City Council finds that traffic at the study intersections will be reduced so that those intersections operate at a LOS "D," and that the impacts of the Project on traffic and circulation will be mitigated to a level of less than significant. iii. Noise. The Final EIR identifies the likelihood of short-term impacts on ambient noise levels during construction of the Project. The primary source of construction noise is heavy equipment associated with construction activities, such as trucks, graders, bulldozers, concrete mixers, cranes and portable generators with high levels of sound generation. Earthmoving equipment is anticipated to create noise ranging between 75 to 90 dB(A)at 50 feet from the source. A mitigation measure has been imposed that will require the construction contractors to adhere to the City's Development Code for hours of construction activity— 6:30 a.m. to 8:00 p.m., Monday through Saturday, with no construction to take place on Sundays or holidays (Mitigation Measure N-1). Based on this mitigation measure, the City Council finds that the shore term noise impacts from the Project will be reduced to less than significant levels. The Final EIR also identified that noise levels at the facades of homes nearest the Project exit at Wardman-Bullock Road would experience noise near 60 dB CNEL due to vehicular traffic. The Final EIR states that if the property owners of the homes fronting on Wardman- Bullock Road can close their windows and still obtain adequate ventilation, then the goal of reducing the interior noise to a 45 dB(A) CNEL interior noise level would be achieved. A mitigation measure will be imposed to require the developer to install air conditioning units for the residences that front along Wardman-Bullock Road so as to allow window closure during warm days so as to achieve a less than significant interior noise level for those homes with the windows closed (Mitigation Measure N-2). Based on this mitigation measure, the City Council finds that the potential noise impacts of the Project on current and future residents will be mitigated to a less than significant level. iv. Geology and Soils. The Final EIR identifies that development of the Project will expose people and structures to risks associated with seismic ground shaking due to regional and local faults located in the area. Mitigation measures are imposed which require the developer to ensure that all grading plans and grading work are done in compliance with the geotechnical report for the Project so that soil Resolution No. 04-208 Page 6 of 72 and slopes are properly compacted and grading work achieves all seismic requirements (Mitigation Measure GS-1),that the developer shall submit building plans which incorporate the recommendations of the geotechnical report for preliminary foundation work, utility trenching, and concrete slabs(Mitigation Measure GS-2),and that all buildings and structures are built to Uniform Building Code and/or Structural Engineers Association of California standards for seismic safety (Mitigation Measure GS-3). Based on these mitigation measures, the City Council finds that the effects of seismic shaking on persons and structures will be mitigated to a level that is less than significant. v. Hydrology and Water Quality. The Final EIR identifies that during storm events, construction activities(particularly vegetation removal, grading and excavation), could affect the amounts of sediments and suspended solid material leaving the site such that water quality downstream of the site could be affected to a level that was potentially significant. Vegetation removal and grading would expose the soil to erosion by wind and rain, and rainfall could carry more sediment off the disturbed areas and adversely affect water quality downstream. In addition, during earthwork and construction activities, pollutants that may be discharged in stormwater include vehicle fluids such as oil, grease and coolants, asphaltic emulsions associated with asphalt-concrete paving, paints and solvents, wood products, and metal and metal plated products. In accordance with the State of California's implementation of the National Pollution Discharge Elimination System(NPDES)permit requirements and the Storm Water Pollution Prevention Plan (SWPPP) requirements imposed by the Regional Water Quality Control Board (RWQCB),the Project developer will be required to include Best Management Practices(BMPs)to prevent construction of the Project from polluting surface waters. Compliance with these permitting requirements will require the Project developer and construction crews to comply with a variety of measures, such as limiting clearing and grubbing areas to the limits of the active construction area, using hay bales and sand bags to control erosion during the rainy season, using enclosed storage sheds where possible, utilizing hazardous materials in a manner that avoids contact with the ground,avoiding the application of certain materials during periods of rainfall, washing of equipment or vehicles in a designated place where a sump can be located to collect wash water for proper disposal, and servicing equipment and vehicles off-site. A mitigation measure is imposed to require compliance with these permitting requirements and BMPs(Mitigation Measure HWQ-1). The City Council finds that with the imposition of this mitigation measure and after implementation of BMPs set forth in the SWPPP, potentially significant impacts on water quality from construction activitywill be mitigated to a level of less than significant. Resolution No. 04-208 Page 7 of 72 vi. Public Health and Safety. The Final EIR identifies that the frequency of high winds will expose structures and residents to potential damage from extreme wind conditions. In addition,wildfires on adjacent lands, including National Forest land and undeveloped properties, could threaten residential development on the Project site. Specifically, the Final EIR indicates that Santa Ana winds along the front of the mountains can reach hurricane force, with winds in the area of the Project detected at reaching 80 to 100 miles per hour. Damage to roofs, fences, windows and landscaping is possible in these types of conditions. Three mitigation measures are imposed to mitigate the impacts of wind hazard to a less than significant level. Those measures include requirements to utilize optimum building materials and construction techniques as required by the Uniform Building Code, to require disclosure of the potential for high winds in sales documents to prospective homebuyers, and to comply with other mitigation measures for control of particulate matter emissions during grading and construction (Mitigation Measures HS-1, HS-2, HS-3). Compliance with the provisions of the Uniform Building Code has been demonstrated to result in structures that are capable of withstanding winds projected for the Project area without serious damage. With respect to the impacts created by wildfires on adjacent lands,the City Council is particularly familiar with these risks after the City and surrounding areas recently experienced the Grand Prix fire in October 2003. The City Council also understands that the addition of persons into an area of wildland vegetation increases the number of ignitions (risk), the growth of brush after a fire increases the intensity of new fires in the area (hazard), and the addition of homes and amenities into the same area (value) creates an increased need for fire protection and fuel modification. Design features have already been incorporated into the Project to ensure vegetation areas to the north are separated from residential structures with a trail, a wall and a riprap drainage channel so as to provide approximately 100 feet of distance between chaparral vegetation and the homes. All homes will also be constructed with Class A roofs. Along the western boundary of the site where the wildfire threat is moderate, a six-foot masonry wall and "firewise" landscaping between native vegetation and the homes are to be required. A comprehensive mitigation measure(Mitigation Measure HS-4) requires a detailed landscape plan/fuel modification plan to contain requirements for "firewise" vegetation in specific areas, irrigation plans and specific standards applicable to certain areas of the Project site. In addition, Mitigation Measure HS-5 requires the installation of residential fire sprinklers as a component of the construction. The City Council finds that with the combination of appropriate landscaping, residential fire sprinklers,the introduction of certain new paved surfaces where none currently exist, and implementation of the Fuel Modification Plan will effectively reduce movement of potential fire into the Project area and thereby mitigate impacts to a level of less than significant. Resolution No. 04-208 Page 8 of 72 vii. Biological Resources. The proposed Project would result in development of a 65.3 acre area of the site, and the Final EIR indicates that, prior to the Grand Prix fire of October 2003, that area was previously covered with upland sage scrub, disturbed annual grassland and a small area of flat-top buckwheat scrub. Specifically, prior to the Grand Prix fire, the portion of the site proposed for development had approximately 1.5 acres of disturbed annual grassland, 4.2 acres of disturbed annual grassland dominated by deerweed, 53.5 acres of Upland sage scrub dominated by white sage,and 4.5 acres of flat-top buckwheat scrub. The impacts on the annual grassland areas is not considered significant because of the relatively small area impacted (approximately 1/3 of the total disturbed annual grassland on the site)and because those areas had experienced substantial disturbance from prior weed control measures,and the construction of power line maintenance roads and other roads that cross the property. With respect to upland sage scrub, most of that area was dominated by white sage, which is not considered to be sensitive habitat by the resource agencies that regulate biological resources. However,the City Council recognizes that the loss of this plant community for wildlife habitat is important when considering cumulative impacts on this resource. With respect to the flat-top buckwheat scrub, this is a common species and an indicator of prior disturbance to the land. The Final EIR indicates that no sensitive species of flat-top buckwheat scrub were found on the site and therefore no impacts were expected to occur. The Final EIR recognizes that much of the vegetation previously found on the site would likely grow back after the fire if no development took place. However, the Biological Assessment not only found no substantial evidence of sensitive plant or wildlife species on the site, but it also found that due to the area already being disturbed by dirt roads for power line maintenance, previous construction activity, commercial harvesting of white sage, and flood control improvements and activities, development of the site would not have a significant impact on biological resources. Notwithstanding the foregoing, the Project site is within the boundaries of the North Etiwanda Open Space and Habitat Preservation Program (NEOSHPP), as adopted by the County of San Bernardino. To implement the goals and purposes of that Program,a mitigation measure has been imposed to require the Project developer to acquire and convey to the County, 58 acres of land within or near the NEOSHPP area that support alluvial fan sage scrub and/or upland sage scrub (Mitigation Measure BIO-1). This 58 acre area is intended to accomplish a 'one to one" mitigation in acreage for the loss of the 53.5 acres of Upland sage scrub and to mitigate the potential loss of habitat for sensitive plants and animal species, and the loss of raptor foraging land. As required by the mitigation measure, the off-site mitigation land shall be equal to or greater in habitat value than that of the Project site.The City Council finds that the conveyance into the NEOSHPP of 58 acres of land by the Project developer would mitigate this impact to a level that is less than significant. I Resolution No. 04-208 Page 9 of 72 viii. Air Quality. The Final EIR identifies that the Project may create significant and unavoidable impacts to Air Quality. Specifically, the Final EIR identifies that emissions from construction related activities are likely to exceed the threshold of significance specified by the South Coast Air Quality Management District (SCAQMD). These impacts are considered to be short-term(less than one year) and temporary and can cause nuisance impacts to adjacent land uses in the local area by way of fugitive dust. One cause of these short-term impacts is blowing dust resulting from the grading of the site. In addition,the use of diesel engine equipment during grading and construction along with worker trips is anticipated to create levels of nitrous oxides (NOx) that are also above the SCAQMD's thresholds of significance. Similarly, construction-related emissions, particularly from architectural coatings (painting)and off-road diesel equipment, are anticipated to create significant levels of reactive organic gases (ROG) and nitrous oxides (NOx) that will exceed SCAQMD thresholds of significance and result in significant short- term air pollution impacts. A comprehensive mitigation measure is imposed on the Project(Mitigation Measure AQ-1)which will require various dust control measures, emission control measures and off- site actions. Included in those measures are requirements to limit the simultaneous disturbance area to as small an area as is possible, terminate soil disturbance and accelerate dust control measures when winds exceed 25 miles per hour,stabilize disturbed areas if construction is delayed,require 90-day low-NOx tune-ups for off-road equipment, limit idling to 10 minutes for trucks and heavy equipment,encourage carpooling for construction workers,limit lane closures to off-peak travel periods, park construction vehicles off traveled roadways, wet down or cover dirt hauled off-site, wash or sweep access points daily and encourage receipt of construction materials during non-peak traffic hours. The City Council finds that with implementation of the recommended measures, construction emissions will be reduced, and that the Project's contribution to regional emission of criteria pollutants will be minimized. However, the City Council finds that despite the imposition of all these comprehensive mitigation requirements, construction emissions (building phase) will exceed SCAQMD's thresholds for ROG and NOx, and therefore, would remain significant after mitigation. ix. Cumulative Impacts — Air Quality Noise and Public Services. The Final EIR provides that this Project, together with the construction of development projects in the vicinity, would likely create cumulative short-term impacts to air quality during construction. This Project would also create a significant cumulative impact to regional air quality because the Project would add incremental pollutants to the South Coast Air Basin in the form of additional vehicle emissions. With respect to noise, the Final EIR indicates that the Project will create short-term cumulative Resolution No. 04-208 Page 10 of 72 construction noise impacts and long-term cumulative noise impacts due to increased vehicle trips. With respect to public services (schools), state law (Government Code Section 65995(h)) provides for the payment of developer fees and deems such payment to be full and complete mitigation of school impacts. Consequently, as a matter of law, the long-term cumulative impacts to schools from this and other projects are deemed to be fully mitigated by the payment of developer fees and the City is precluded, by law, from imposing additional mitigation to address these potential impacts. The City Council finds that noise and air quality impacts associated with increased vehicle trips would remain significant when combined with existing and anticipated construction projects in the vicinity of the Project. I. The City Council finds, based on the Final EIR,that after implementation of the proposed mitigation measures, the following impacts associated with the proposed Project would remain significant:air quality(short-term impacts and short and long-term cumulative impacts) and noise (short- term and long-term cumulative impacts). j. The Final EIR describes a range of alternatives to the Project that might fulfill basic objectives of the Project. These alternatives include the required "No Project-No Development'alternative,and the"Development Under the Existing Land Use Designation Alternative."Other alternatives that were considered and rejected included the alternative location alternative and the alternative land use alternative. As set forth below, the alternatives identified in the Final EIR are not feasible because they would not achieve the basic objectives of the Project or would do so only to a much smaller degree and, therefore, leave unaddressed the significant economic, infrastructure, and General Plan goals that the Project is intended to accomplish, and are thus infeasible due to social and economic considerations, and/or they are infeasible because they would not eliminate the adverse environmental impacts of the proposed Project. Accordingly, each of the alternatives is infeasible. In making this finding, the City Council determines as follows: i) The objectives of the Project are: a) To be consistent with, and implement, the established policies and goals of the City of Rancho Cucamonga General Plan, Etiwanda North Specific Plan, City Development Code, and all other City development guidelines; b) To annex the 90.4 acre Project site and adjacent 10 acre utility easement into the City of Rancho Cucamonga; c) To Integrate the Project with the character of the surrounding neighborhoods and establish a development that results in logical, coordinated growth; Resolution No. 04-208 Page 11 of 72 d) To establish a Project-wide circulation system that meets regional and local transportation needs and accommodates both vehicles and pedestrians; e) To provide a system of public/community facilities, including trails, open space areas, and landscaping to support the residents of the Project and surrounding area in an efficient and timely manner; f) To provide backbone public infrastructure (i.e., roads, utilities)to serve Project residents and the surrounding community; g) To minimize impacts to, and generate revenues in excess of costs for various public service agencies; and h) To provide quality housing opportunities compatible with existing and planned development that responds to market demands. ii) The "No Project-No Development"Alternative assumes that no new land uses would be constructed on the Project site and that the site would remain vacant and undeveloped. Although this alternative is environmentally superior to the proposed Project, it would not meet the Project objectives. Specifically, it would not meet the Project's objective to provide quality housing that would be compatible with existing and planned development for the area, would not provide a system of public/community facilities, including trails, open space areas, and would not provide landscaping for Project residents and surrounding area residents. Furthermore, as the subject property is under private ownership,the elimination of future development within an area previously approved for residential development would not be legally or financially feasible. Therefore this alternative is rejected. iii) The "Development Under the Existing Land Use Designation Alternative"assumes that the Project site would be developed under the current City of Rancho Cucamonga General Plan designation (Very Low Residential). Under this designation, and assuming that the area disturbed by grading is equal to that of the proposed Project, the minimum lot sizes would be 20,000 square feet and the number of lots that could be developed would be approximately 90 rather than the 123 as currently proposed. This reduction in development by approximately 33 dwelling units would result in lower traffic, air quality, and noise impacts than the proposed Project, but would not reduce to less than significance the short-term impacts on air quality from construction-related emissions, cumulative long-term impacts on air quality from Project emissions and cumulative short and long-term noise impacts. In addition,this alternative would not meet the Project objectives to provide quality housing that would be compatible with existing and planned development for the area, would not provide a system of public/community facilities, including trails, open space areas, and would not provide landscaping for Project residents and surrounding area residents. Resolution No. 04-208 Page 12 of 72 k. Mitigation measures described in the Mitigation Monitoring Program will avoid or substantially lessen the potentially significant environmental effects of the Project. Further, the environmental, physical, social, economic and other benefits of the Project, as set forth in this section and in the "CEQA Findings' for the Project (Exhibit "F" to the June 16, 2004 City Council Staff Report), which is incorporated herein by this reference, outweigh any unavoidable, significant, adverse impacts that may occur as a result of the Project, including short-term impacts on air quality from construction-related emissions and cumulative impacts to air quality and noise. Therefore, due to overriding benefits of the Project and because the alternatives identified in the Final EIR are not feasible, as discussed in paragraph j above,the City Council herebyfinds that any unavoidable impacts of the Project, including the mitigated but unavoidable impacts from short-term impacts on air quality from construction-related emissions,and cumulative air quality and noise are acceptable based on the findings contained herein and in the "CEQA Findings"for the Project. This determination shall constitute a statement of overriding considerations within the meaning of CEQA and is based on any one of the following environmental and other benefits of the Project identified in the Final EIR and the record of the City Council's proceedings: (i) Provision for the use of land consistentwith the established policies and goals of the City of Rancho Cucamonga General Plan, Etiwanda North Specific Plan, City Development Code, and all other City Development guidelines; (ii) Annexation of the 90.4-acre Project site and adjacent 10.0-acre utility easement into the City of Rancho Cucamonga; (iii) Integration of the Project with the character of the surrounding neighborhoods and establishment of a development that results in logical, coordinated growth; (iv) Establishment of a Project-wide circulation system that meets regional and local transportation needs and accommodates both vehicles and pedestrians; (v) Provision of a system of public/community facilities,including trails, open space areas, and landscaping to support the residents of the Project and surrounding area in an efficient and timely manner; (vi) Provision of backbone public infrastructure (i.e., roads, utilities)to serve Project residents and the surrounding community; (vii) Minimization of impacts to,and generation of revenues in excess of costs for, various public service agencies; (viii) Provision of quality housing opportunities compatible with existing and planned development that responds to market demands; Resolution No. 04-208 Page 13 of 72 (ix) The addition of housing units in accomplishment of the City's Housing Element Goals and fulfillment of regional housing needs; (x) City control over the developing lands on the City's perimeter; and (xi) Advancement of the regional trail system by the links to be completed by the Project. I. The mitigation measures in the Final EIR that correspond to the environmental impacts which may result from the Project are hereby adopted and made a condition of approval of, or incorporated into, the Project. The City Council also hereby adopts the "Mitigation Monitoring Plan" attached as Exhibit "H" to the June 16, 2004 City Council Staff Report for this Project. The Mitigation Monitoring Plan will be used to monitor compliance with the mitigation measures and conditions that have been adopted or made a condition of Project approval as set forth in this Section of this Resolution and in the Mitigation Monitoring Plan. m. Pursuant to provisions of the California Public Resources Code Section 21089(b),the findings contained in this Resolution shall not be operative, vested or final until all required filing fees assessed pursuant to California Fish and Game Code Section 711.4,together with any required handling charges, are paid to the County Clerk of the County of Sari Bernardino. SECTION 2: Application and proposal is hereby made to the Local Agency Formation Commission of the County of San Bernardino for Change of Organization (Annexation) to the City of Rancho Cucamonga for the property described in Exhibit"A"and as shown in Exhibit"B"and as outlined in the Plan of Services as shown in Exhibit "C," which exhibits are attached hereto and incorporated herein by this reference, as set forth in accordance to the terms and conditions stated above and in the manner provided by the Cortese-Knox- Hertzberg Local Government Reorganization Act of 2000. SECTION 3: The City Clerk is hereby authorized and directed to file a certified copy of this Resolution with the Executive Officer of the Local Agency Formation Commission of the County of San Bernardino. Please see the following page for formal adoption,certification and signatures Resolution No. 04-208 Page 14 of 72 PASSED, APPROVED,AND ADOPTED this 16`h day of June 2004. AYES: Alexander, Gutierrez, Howdyshell, Kurth, Williams NOES: None ABSENT: None ABSTAINED: None William J. Alexa e , Mayor ATTEST: C a J. Ada CMC, City Clerk I, DEBRA J.ADAMS,CITY CLERK of the City of Rancho Cucamonga, California,do hereby certify that the foregoing Resolution was duly passed, approved and adopted by the City Council of the City of Rancho Cucamonga, California,at a Regular Meeting of said City Council held on the 16th day of June 2004. Executed this 17`h day of June 2004, at Rancho Cucamonga, California. 1AALt'; L aiz�- Debra J. Adam C, City Clerk Resolution No. 04-208 Page 15 of 72 EXHIBIT"A" LEGAL DESCRIPTION LAFCO NO. THE NORTHEAST QUARTER OF THE NORTHEAST QUARTER OF SECTION 21,AND A PORTION OF THE WEST HALF OF SECTION 22 TOWNSHIP 1 NORTH,RANGE 6 WEST,SAN BERNARDINO MERIDIAN,IN THE COUNTY OF SAN BERNARDINO,STATE OF CALIFORNIA,DESCRIBED AS FOLLOWS: BEGINNING AT THE NORTHWEST CORNER OF SAID SECTION 22; THENCE NORTH 89040'08"EAST ALONG THE NORTH LINE OF SAID SECTION 22,A DISTANCE OF 1325.05 FEET TO THE NORTHEAST CORNER OF THE NORTHWEST QUARTER OF THE NORTHWEST QUARTER OF SAID SECTION 22; THENCE SOUTH 00°00'03"WEST ALONG THE EAST LINE OF SAID NORTHWEST QUARTER OF THE NORTHWEST QUARTER,A DISTANCE OF 1319.87 FEET TO THE SOUTHEAST CORNER OF SAID NORTHWEST QUARTER OF THE NORTHWEST QUARTER; THENCE SOUTH 00°00'03"WEST ALONG THE EAST LINE OF THE SOUTHWEST QUARTER OF THE NORTHWEST QUARTER OF SAID SECTION 22,A DISTANCE OF 659.93 FEET; THENCE SOUTH 89'34'15"WEST A DISTANCE OF 1325.86 FEET TO THE WEST LINE OF SAID SECTION 22; THENCE NORTH 00°01'26"EAST ALONG SAID WEST LINE,A DISTANCE OF 660.87 FEET TO THE SOUTHEAST CORNER OF THE NORTHEAST QUARTER OF THE NORTHEAST QUARTER OF SAID SECTION 21; THENCE SOUTH 89015'44"WEST ALONG THE SOUTH LINE OF SAID NORTHEAST QUARTER OF THE NORTHEAST QUARTER,A DISTANCE OF 1324.87 FEET TO THE SOUTHWEST CORNER OF SAID NORTHEAST QUARTER OF THE NORTHEAST QUARTER; THENCE NORTH 00000'53"EAST ALONG THE WEST LINE OF SAID NORTHEAST QUARTER OF THE NORTHEAST QUARTER,A DISTANCE 1320.82 FEET TO THE NORTHWEST CORNER OF SAID NORTHEAST QUARTER OF THE NORTHEAST QUARTER; THENCE NORTH 89014'46"EAST ALONG THE NORTH LINE OF SAID SECTION 21,A DISTANCE OF 1325.09 FEET TO THE POINT OF BEGINNING. CONTAINING IN 100.45 ACRES MORE OR LESS ALL AS SHOWN ON EXHIBIT"B"ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF. THIS LEGAL DESCRIPTION WAS PREPARED BY ME OR UNDER MY DIRECTION. OVAL LANDS ��4'y �P�M.ADp�Np GPL a No.3821 WILLIAM H.ADDINGTON,P.L.S.3821 DATE * EXP. 06130104 * LICENSE EXPIRES 06/30/04 P 9lF0FCpL\FOP I of I 0%w,,d pocatiogijob relu 0-HmEasou Cmk ftp31901U<GA15LLgFC0.FgNNOERSON CREEKOOC THE NW CDR., OF THE NE 1/4, SHEET 1 OF 1 OF THE NE 1/4, OF SECTON 21 15 16 P.O.B. WARDMAN N89'14'46 E 1325.09' N8914'WEB LOCK RD. pD ————————— N69'40'00'E 1}25.04' 1325.05' �0E0 -- �-2rZZ P WARDMAN BULLOCKTHE HE COR., ROAD o OF THE NW 1/4, sem' A.PN. 0226-061-28 OF THE NW 1/4, OF SECTION 22 WI SON NUE 3 o a SUMMIT ________ NR/WCHO i -�!CUC4MONG4 FONTANA n �ft WARDMAN BULLOCK ^iGM °"� ' ROAD P �20' VICINITY MAP20 A.P.N, 0225-064-04 1S • w II A.P.N. 0225-061-29 OI39 _ LEGEND AREA: 100.45 AC. P.O.B. _ PONT OF 8EOINNING PS' 0 Z I I A9N` COLONBERO ( ) - INDICATES RECORD DATA PER CC 1 I Py. L / u R.S. 49/61. THEyyS�ti OF THEENED1/4,R. ROAD 9 ( ) _ INDICATES RECORD DATA PER `>4 OF THE SECNE 1 4, If ( S R.S. 110/39-40. L _--_-_- _-_ \ N8915'46-E 132486' NO-915 44-E 1324,87' �I— y'THESE CON., THE SW COR., OF THE NE 1/a, 1 OF THE NW 1/a, rn WARDMAN BULLOCK of THE NW t/a, OF THE NE 1/4, OF sECngJ 21 DT m _ ROAD !�lyOF SECTION 22 3 c {I A.P.N. 0226-081-09 ¢n a LINE DATA TABLE m BEARING I DISTANCE I N89'Ja'IS-E 20.00' O V5 o A .P.N. 022fi-O81-10 -.-I 20' m WARDMAN BULLOCK GRAPHIC SCALE • AL ftAASC E 04E1T� ROAD J00 0 150 }00 690 ENGINEERING ANNEXATION 1305.86 _FCC (1,189'34'15-E) 1325.86' X N O C_ � O D) O (a Z 0) O ) 0 O 1' -4 N V O N 00 Resolution No. 04-208 Page 17 of 72 • EXHIBIT 11X11 DECLIFF ROAD�.oecn cenncc no�o� PO O Project Site �P°P a� �O O° o � a p O w Y = V Q o > j N m Za Z S f Q 3 x U z W 15 a ,�LN w /��� 210 zz 77= iHENDERSON CREEK PLAN FOR SERVICES RA NCH'CUCAMONGA CALIFORNIA Il ll-HOGLT-IRL',L.ANDINC VICINITY MAP JANUARY 23'04 Resolution No. 04-208 Page 18 of 72 PLAN FOR SERVICES City of Rancho Cucamonga Planning Division Contact: Larry Henderson, A1CP,Principal Planner Tel(909)477-2750 Brad Buller, City Planner Tel (909)477-2750 Prepared for: Henderson Creek Properties, LLC Contact: Steven Stewart Tel (714)839-0850 Prepared By: Hogle-Ireland Inc Contact: Pamela Steele,Principal Sonia Pierce, Senior Associate Project Manager Chris Stamps,Associate Project Manager Tel (909)787-9222 Fax (909)781-6014 Revised March 23,2004(accepted all changes) Revised March 4, 2004 January 2004 Henderson Creek I CPlan for Services Resolution No. 04-208 Page 19 of 72 Table of Contents Section Page I. Introduction 5 A. Introduction 5 B. Background 5 II. Planning and Statutory Considerations 8 A. Planning Consideration 8 B. City of Rancho Cucamonga General Plan 8 C. Etiwanda North Specific Plan 8 D. Applicable Laws 9 III. Service Considerations 11 A. Roadways and Transportation Services 11 B. Electricity 11 C. Natural Gas 11 D. Telephone 12 E. Drainage Services 12 F. Water Services 12 G. Sewer Services 13 H. Police Services 14 I. Fire Protection&Ambulance Services 14 J. Libraries 15 K. Street Lighting 15 L. Solid Waste Services 16 M. School Services 16 N. Parks&Recreation Services 16 IV. Fiscal Analysis 17 Henderson Creek 2 Plan for Services Resolution No. 04-208 Page 20 of 72 EXHIBITS Figure Page 1. Vicinity Map 4 2. Annexation Map 7 Exhibit A Fiscal Analysis Henderson Creek 3 Plan for Services Resolution No. 04-208 Page 21 of 72 0 FIGURE 1 DEC LIFF ROAD 1FMEsi acnv�ce xa�q P° Project Site 0FN0 o? o� c a a 0 ¢ ¢ w Y Z Oi O > J w j N 0 Zd i m a 0 3 ,�aJb W2 a yJ ¢ w O z 2 15 a w 210 HENDERSON CREEK PLAN FOR SERVICES Lt�J� RANCHOCUCAMONGA CALIFORNIA HOGL.F IRFLkND INC. VICINITY MAP JANUARY 23'04 Henderson Creek q Plan for Services Resolution No. 04-208 Page 22 of 72 I. Introduction A. Introduction This document has been prepared to provide the San Bernardino County Local Agency Formation Commission (LAFCO) and other interested individuals and agencies with pertinent information relating to governmental functions,facilities, services and costs and revenues applicable to proposed Annexation No. 04-XX to the City of Rancho Cucamonga,California. This annexation proposal has been initiated by the City of Rancho Cucamonga. This document supports the City's petition by addressing all of the service related considerations applicable to the property, thereby permitting the LAFCO Staff and Board Members to fully understand, evaluate and approve the annexation request. This plan of services addresses the basic level of public services that are required to support the future development of the Henderson Creek Properties Annexation and the associated population growth and the manner in which urban and municipal services will be provided. The proposed annexation area is located at the northwest comer of Wardman Bullock Road and Colonbero Road in an unincorporated area of San Bernardino County within the City of Rancho Cucamonga's Sphere of Influence, and within the Etiwanda North Specific Plan (ENSP)area. The proposed annexation includes a total of 100.4 acres. The total development area of annexation consists of 90.4-acres and includes residential,open space, and the San Bernardino County Flood Channel. The remaining 10.0-acres outside the development area to be annexed is owned by Southern California Edison easement and used as a utility corridor. The proposed project is a residential development of 123 single family residential lots encompassing approximately 65.3 acres, with a minimum lot size of 14,025 square feet and a maximum lot size of 45,755 square feet. B. Project Background The project site is located in the City's Etiwanda North Specific Plan (ENSP), which was approved in 1991. The ENSP comprises approximately 6,840 acres and is located within the City of Rancho Cucamonga and its Sphere of Influence. The project site is located within the unincorporated portion of San Bernardino County. The project includes the annexation of 100.4 acres from San Bernardino County into the City of Rancho Cucamonga. As part of the approval process, the County of San Bernardino prepared a full scope environmental impact report (EBR)for the project(SCH No. 2003111057). Henderson Creek 5 Plan for Services Resolution No. 04-208 Page 23 of 72 The majority of the annexation area is vacant. However, the Henderson Creek Channel transverses the area and overhead power transmission lines (Southern California Edison) easements are included within the site. It is surrounded by undeveloped land, with the exception of the area immediate east, which is single-family residential development. The City of Rancho Cucamonga is in the process of submitting four separate annexations to the San Bernardino County Local Agency Formation Commission (LAFCO). Each of the proposed annexations is under separate environmental reviews. Henderson Creek 6 Plan for Services b sf ? Rz TWO- . �_i as' a� S fi fly f xp�R �J�E`CTr,�S,,iT«E so s s`� F p z \ N' • Resolution No. 04-208 Page 25 of 72 0 • II. Planning and Statutory Consideration A. Planning Considerations The proposed annexation area is contained within the City of Rancho Cucamonga's Sphere of Influence. The City's General Plan current land use designation for the site is Very Low Residential (0.1-2 dwelling units per acre). The project is also included in the Etiwanda North Specific Plan, adopted by the City Council on April 1, 1992. The project, as proposed, would require amendments to both the City of Rancho Cucamonga General Plan and the Etiwanda North Specific Plan to ensure consistency with adopted land use designations. B. City of Rancho Cucamonga General Plan The City of Rancho Cucamonga General Plan designation for the 100.4-acre project site is currently shown as Very Low Residential, (.1-2 Dwelling Units per Acre) Flood Control, and Utility Corridor. The Very Low land use designation covers 65.3-acres with the remaining 35.1 acres designated for Flood Control and Utility Corridor. The Very Low Residential District is intended as an area for single family residential uses with a minimum lot size of 20,000 (average lot area of 25,000 square feet) and a maximum density of up to 2 dwelling units per acre. In addition, the project site is within the Equestrian/Rural Overlay District. The Overlay District extends generally north of Banyan Street between the western City limits and Milliken Avenue, and then north of 1- 210 Freeway between Milliken Avenue and eastern City limits. The District allows the keeping of horses and other farm animals. The project proposes a General Plan Amendment that would change the current designation of Very Low Residential (.1-2 Dwelling Units per Acre) to Low Residential (2-4 Dwelling Units per Acre) for 65.3 acres of the 100.4-acre annexation site and Open Space/Conservation for 5.2 acres. The remainder of the 100.4 acre annexation area will remain within the existing land use designations of Flood Control and Utility Corridor. C. Etiwanda North Specific Plan The Henderson Creek Properties residential development is subject to the policies set forth in the Etiwanda North Specific Plan. The Etiwanda North Specific Plan is a specific area acknowledged in the City's General Plan subject to land use and community design within the north Etiwanda area. The Etiwanda North Specific Plan was adopted on April 1, 1992 (Ordinance 493) and comprises of a 6,840 acres within the City of Rancho Cucamonga and the City's Sphere of Influence. The project is located in Sub Area 6 of the Etiwanda North Specific Plan and permits residential, open space and recreational land uses. Henderson Creek g Plan for Services Resolution No. 04-208 Page 26 of 72 The Etiwanda North Specific Plan designates the site as Very Low Residential, allowing a maximum of two dwelling units per acre with a minimum lot size of 20,000 square feet. The project proposes a Specific Plan Amendment that would change the current designation of Very Low Residential (.1-2 Dwelling Unit per Acre) to Low Residential (2-4 Dwelling Units per Acre) for 65.3-acres of the 100.4 annexation area and Open Space/Conservation for 5.2 acres. The remainder of the 100.4-acre annexation area will remain within the existing land use designations of Flood Control and Utility Corridor. D. Applicable Laws LAFCO is authorized and mandated by State law as the agency responsible for evaluating and approving annexations to an incorporated city. Subsequent to the initial consideration of an annexation request by the City, a public hearing is held before the LAFCO Board where the annexation proposal is approved, denied, or modified. The following Protest Procedures for LAFCO proceedings are outlined in California Government Code (within Section 57000) and summarized in the LAFCO Procedures and Guidelines: 1)Following a LAFCO Commission action to approve an annexation, a resolution of that action is forwarded to affected agencies and individuals. Thirty days following the LAFCO Commission action the Protest Period is announced through a combination of publication of a legal advertisement in the local newspaper and through mailing of individual notices to anyone who has previously requested such notices. The protest period can be no less than 15 days nor more than 60 days, from the date of the announcement. All protests must follow strict LAFCO requirements, but generally they must be in writing and be received during the protest period. The protest must also indicate whether the letter is from a landowner and/or a registered voter from within the annexation area; only those that are either a landowner and/or a registered voter from within the annexation area are eligible to submit a valid protest;and 2) At the conclusion of the protest period, LAFCO staff will make a finding of the results of any protests received for adoption by the LAFCO Commission. The Commission must take one of the following actions based on the result of the protest findings: a. For uninhabited annexations (<12 registered voters within the annexation area)the Commission must either: • terminate the annexation if protest is received from 50% or more of the assessed value of land owners (improvement values are not counted) within the annexation area;or • approve the annexation if written protest is submitted by landowners who own less than 50% of the assessed value of the annexation area. b. For inhabited annexations (>12 registered voters within the annexation area) the Commission must either: terminate the annexation if protest is received from 50% or more of the registered voters in the annexation area; Henderson Creek 9 Plan for Services Resolution No. 04-208 Page 27 of 72 • call an election if protest is received from at least 25% and less than 50% of the registered voters, or if 25% to 100% of the number of landowners —who own at least 25% of the total annexation land value — submit a written protest [The voters (whether they own land or not) would then decide the issue by majority vote in a special election];or • approve the annexation without an election if written protest is received from less than 25% of the voters and less than 25% of the landowners (owning less than 25%of the land value). The above referenced requirements also require the submittal of a plan for services for areas to be annexed.This document satisfies this statutory requirement. Henderson Creek 10 Plan for Services Resolution No. 04-208 Page 28 of 72 III. Service Considerations A. Roadways and Transportation Services The proposed development is not located within any Transit Service Corridor. Primary access will be provided via Wardman Bullock Road.The annexation area is located north of Banyan Avenue, west of Wardman Bullock Road, and northwest of Colonbero Road. Sheridan Estates(Tract 13564)is located east of the site. The proposed project includes improvements to the existing intersection at Wardman Bullock Road and Wilson Avenue to accommodate vehicles traveling to and from the site. The proposed project will be required to provide street improvements (curb, gutter and sidewalk) along the street frontage of the site and within the project, as well as improve the west side of Wardman-Bullock Road from Wilson Avenue to the south boundary of the project. The City of Rancho Cucamonga will assume responsibility for street maintenance of public arterial roadways within the annexation area. The project will be annexed to the City of Rancho Cucamonga's existing Landscape Maintenance District No. 7. B. Electricity The proposed annexation area lies within the service boundaries of the Southern California Edison Company (SCE). SCE has indicated that the demands associated with the project are accommodated within their master planning efforts and service can be extended to the site. The costs and rate structure to the property owners for these services are controlled by the Public Utilities Commission. As these services are provided by private companies on a user-pays-all fees basis, no additional costs to the City would be incurred due to annexation. Assuming buildout of the 123 lots, electrical consumption for the site, based on SCE designated criteria,is estimated as follows: 123 dwellings X 7kw/unit=861 kw per month;or 10,332 kw annually. C. Natural Gas Natural Gas would be provided by The Gas Company. The Gas Company maintains natural gas pipelines in Etiwanda Avenue and Wilson Avenue. Natural gas service will be provided via extensions of these existing transmission pipelines. The Gas Company anticipates no problems in extending service to the site and has included the project in its master planning efforts. Henderson Creek II Plan for Services Resolution No. 04-208 Page 29 of 72 The costs and rate structure to the property owners for these services are controlled by the Public Utilities Commission. As these services are provided by private companies on a user-pays-all fees basis, no additional costs to the City would be incurred due to annexation. Annual gas consumption upon development of the site is estimated to be about 85 therms per unit per average month, for a total of 10,455 therms per month or 125,460 therms per year. D. Telephone Services. The telephone service to the project site would be provided by Verizon Communications. The facilities will be extended from Wardman-Bullock Road into the Henderson Creek project site. Verizon anticipates no problems in providing communication services to the project site. E. Drainage Services The majority of the drainage from the annexation area will be collected into onsite underground storm drains and then conveyed into a 66-inch storm drain along San Segundo Drive. All streets will be designed to accommodate storm waters that could exceed the top of curbs in the event of a 25-year storm as well as the right-of- way for a 100-year storm. All necessary facilities will be localized in nature and will be inspected and maintained by the City of Rancho Cucamonga Public Works Department. The County of San Bernardino Flood Control District is responsible for the maintenance of the Henderson Creek Channel, which traverses the project site. The Henderson Creek Channel and improvements to the levee have been designed to capture all flows entering the creek and conveying the flows offsite. These improvements are scheduled to occur prior to development of the Henderson Creek property. Upon completion of the levee improvements, the levee will protect the property from these flows and potential flooding. The project site is currently located within a 100-year hazard area and will be required to process a Conditional Letter of Map Revision (CLOMR) based on the proposed improvements to the levee and a Letter of Map Revision (LOMR) following completion of the improvements. Both actions will be processed through the Federal Emergency Management Agency(FEMA). F. Water Services The Cucamonga Valley Water District (CVWD) cover approximately 50 square miles, and provides water treatment, storage, and distribution of domestic water to all of Rancho Cucamonga, adjacent unincorporated County areas, and portions of the Cities of Ontario, Fontana and one tract in Upland. CVWD derives water from three sources — groundwater (43%), surface water (12%) and imported water (45%). Groundwater is derived primarily from the Cucamonga basin. Groundwater may also be pumped from Henderson Creek 12 Plan for Services Resolution No. 04-208 Page 30 of 72 the Chino basin, but must be replenished through purchases of State Water Project (imported) water. Canyon water is derived from surface and subsurface water form Cucamonga, Deer, Day, and East Etiwanda Canyons. CVWD also purchases water from northern California via the State Water Project. The current daily usage in the CVWD service area is approximately 42 million gallons per day. Residential water use amounts to 60 percent of the total water consumed, followed by landscaping at 20 percent. CVWD's master plan estimates demand needs through the year 2030; with residential water demand is expected to continue to be the greatest sources of water demand. CVWD anticipates growth by ensuring that adequate facilities are available to meet the water demand as it arises. CVWD is also one of seven member agencies that operate under the umbrella of the Inland Empire Utilities Agency (IEUA). The IEUA had adopted a 10-year growth or capital improvement program that is based upon growth projections provided by the member agencies. CVWD is responsible for collecting developer fees for the construction and operation of water facilities. The Cucamonga Valley Water District (CVWD) will supply domestic water to the site. The site is currently undeveloped and does not consume any domestic water. Water is currently provided to the area by a 12-inch main located along Wardman-Bullock Road as a result of the development of the Tract 13564,east of the proposed annexation area. The proposed project includes the future connection of 123 single-family residential units to the CVWD domestic water system. Single-family residential units have a daily water demand of 640 gallons per day(GPD). Thus,the project will result in an increased water demand of the CVWD system of 78,720 GPD. This represents a 0.2 percent increase in water currently demanded from existing development within the City. CVWD is also going to construct a water storage tank (Zone 4) that will be located northeast of the project site and supply about 2/3 of the project site. In addition, the developer will be responsible for the water tank (Zone 5) that will be located near the future CVWD tank to the northwest of the project site. This water tank will supply the other 1/3 of the project site. The supply of both water tanks will produce up to 250,000 gallons of water which is a sufficient amount needed for the proposed project as well as to meet other needs planned by CVWD. G. Sewer Services The Inland Empire Utilities Agency (IEUA)currently covers over 240 square miles and operates four wastewater treatment facilities that serve the cities of Rancho Cucamonga, Fontana, Ontario, Upland, Montclair, Chino, and Chino H lls. An additional treatment facility is currently planned. Two of the existing treatment plants, Regional Plants 1 and 4, serve development within the City of Rancho Cucamonga. CVWD provides conveyance facilities to the treatment plants. The project site is within the service area of treatment plant number 4 (RP-4). RP-4 is located on 6`n Street and Etiwanda Avenue in the City of Rancho Cucamonga. The plant treats approximately 37.9 million gallons per Henderson Creek 13 Plan for Services Resolution No. 04-208 Page 31 of 72 day (IvIGD) of wastewater and has a capacity of 44 MGD. The water treatment facilities cleanse the treated water to a tertiary level which is then used for irrigation proposed. Development fees are collected by member agencies for wastewater treatment facilities and passed on to the IFUA to use for new treatment plant construction. Except for extending pipelines to the project site, there will be no requirement for the construction of a new water or wastewater treatment facility or expansion of existing facilities. The project will connect to the existing 8-inch sewer in San Segundo Avenue. Based on the CCWD Master Plan and IEUA estimates, wastewater generation in the project area is approximately 270 gallons of wastewater per unit per day. Therefore, the 123 residential units proposed will generate approximately 33,210 gallons of sewage per day. This represents less than one percent of the current quantity of wastewater treated by RP-4, and will not exceed the capacity of the plant. In addition, the proposed project will comply with all regional Water Quality Control Board wastewater treatment requirements and will obtain required NPDES (National Pollution Discharge Elimination Systems) and SWPPP (Storm Water Pollution Prevention Plan)permits prior to project construction. H. Police Services The City of Rancho Cucamonga has contracted with the County of San Bernardino Sheriffs Department for police service since 1978. Currently the City contract includes 93 uniformed officers — including 11 sergeants, 2 lieutenants and one captain. With a population of 146,700(January 2003 Department of Finance estimate)the current ratio of officers to residents is approximately 0.63 officers for every 1,000 residents. The projected average response time to an emergency call for service within the vicinity of the project site is at five minutes. The City's Police Department is temporarily located at 8340 Utica Avenue in the City of Rancho Cucamonga,the permanent facility at 10510 Civic Center Drive,adjacent to City Hall,is currently being expanded and remodeled. Police service calls will incrementally increase as result of the proposed project. The proposed project will increase population by approximately 385 residents thus creating the need for approximately 0.25 additional officers if the current officer/resident ratio is maintained. The funds for additional police officers are provided as part of the City General Fund. Each year the City's annual budget negotiation with the Sheriffs department results in additional officers to be added to the Police force. I. Fire Protection & Ambulance Services The Rancho Cucamonga Fire Protection District (RCFPD) provides fire protection and emergency medical response to approximately 50 square miles, which includes the City's Henderson Creek 14 Plan for Services Resolution No. 04-208 Page 32 of 72 Sphere of Influence and the project site. Six fire stations are located within the City; and the RCFPD currently maintains a personnel ratio of 0.18 firefighter per 1,000 residents. The goal of RCFPD is to provide a five-minute response time for 90 percent of emergency calls placed within the City. Currently the City is providing five-minute service for 85 percent of the emergency calls. Existing fire stations 173, 175 and 176 will serve the project area. Station 173— 12158 Base Line Road(3 fire fighters) Station 175— 11108 Banyan Avenue(6 firefighters) Station 176—East Avenue at 23r°Street—(3 firefighters) The proposed project will incrementally increase the population in the vicinity by 385 residents thus creating the need for 0.07 additional firefighter personnel in order to maintain the current firefighter personnel/resident ratio. With the recent opening of Station 176,located approximately one-mile from the site,the current response times will continue to be less than five—minutes to the project site. The RCFPD also participates in an automatic response agreement, known as West End Joint Power Authority (West End), with neighboring fire departments to send the closest fire engine to a reported structure fire without regard to the city boundaries. The American Medical Response (AMR), a private ambulance service, provides ambulance service for the residents in the City of Rancho Cucamonga.AMR is located at 7925 Center Avenue in Rancho Cucamonga. J. Libraries The Rancho Cucamonga Public Library system will serve the project area upon annexation. The Rancho Cucamonga Library is located in a 2,200 square foot building in the City of Rancho Cucamonga on Archibald Avenue,north of Interstate 10 Freeway and west of Interstate 15 Freeway. The Library contains approximately 115,000 books (novels, magazines, references, etc,) and serves a population of over 146,000 residents. In addition, the City has planned a new library within the Victoria Gardens regional shopping center of approximately 22,000 square feet, which would serve the projected needs at build-out of the City. Library funding is derived from a percentage of the property tax allocation and disbursement with the County of San Bernardino(refer to the Fiscal Impact Analysis). K. Street Lighting The project presently does not contain any streetlights, however, will be required to install streetlights with development. The project will be annexed to the City of Rancho Cucamonga's existing City-wide Arterial Street lighting District, and the Etiwanda North Street Light District. Henderson Creek 15 Plan for Services Resolution No. 04-208 Page 33 of 72 0 L. Solid Waste Burrtec Waste Industries will collect refuse from the project area under franchise agreement with the City of Rancho Cucamonga. Bumcc takes all refuse collected to the Transfer Station on Napa Street, at which point approximately 60% is diverted to the Mid-Valley Sanitary Landfill in Rialto, the remaining refuse is transported out of the County landfill system. The City has implemented recycling programs, as required by state law (AB939), local Source Reduction and Recycling Element. M. School Services The annexation area will be served by the Etiwanda School District(grades K through 8) and the Chaffey Joint Union High School District (grades 9 through 12). Based on the generation factors used by the Etiwanda School District, the area will generate approximately 77 K-8 and 19 high school students from the 123 new homes. Approximately 52 of these students would be elementary level (K-5) and 25 would be intermediate level(grades 6-8). The total students generated would be approximately 96. Historical enrollments in both Chaffey Joint Union High. School District and the Etiwanda Elementary School District have increased dramatically over the past 10 years. Historical student generation data from the districts indicate the project could generate an addition of approximately 96 students at build out, based on a total of 0.78 students per household. At present enrollments at all schools serving the project are at or over their capacities. However, recent changes in school financing laws indicate that payment of state- mandated developer impact fees represent full and complete mitigation under CEQA, regardless of the enrollment to capacity conditions of the affected schools. N. Parks and Recreation Services The City of Rancho Cucamonga Community Services Department serves the surrounding parks and recreation facilities. The recreational amenities and programs include - Community Center at Lions East and Lions West, Senior Center, Family Sports Center, Epicenter/Sports Complex, and 20 park sites throughout the City. All programs and facilities are funded through a combination of user fees and City general fund. Henderson Creek 16 Plan for Services Resolution No. 04-208 Page 34 of 72 IV. Fiscal Analysis The project will be annexed to the City of Rancho Cucamonga's existing Landscape Maintenance District No. 7 to fund the maintenance costs of landscaping and other appurtenant improvements associated with the new roadways. . The project will also be annexed to the City of Rancho Cucamonga's existing City-wide Arterial Street lighting District,and the Etiwanda North Street Light District. A Fiscal Impact Analysis has been prepared on behalf of the City addressing the general costs and revenue anticipated as a result of the annexation. The report "Henderson Creek Properties Fiscal Impact Analysis City of Rancho Cucamonga" by Stanley Hoffman Associates, Inc. forms a part of the Plan of Services as an exhibit. By its inclusion into Plan of Services, the City certifies to the report's accuracy. Henderson Creek 17 Plan for Services Resolution No. 04-208 Page 35 of 72 EXHIBIT A FISCAL ANALYSIS Henderson Creek 7g Plan for Services Resolution No. 04-208 Page 36 of 72 0 SPS Development Services, Inc. Henderson Creek Estates Fiscal Impact Analysis City of Rancho Cucamonga March 25, 2004 SRHA Job#1033 STANLEY R. OFFMAN 11661 San Vicente Blvd.Suite 306 –. ,—._. 11 � � � � Los Angeles,CA 90049 310-820-2680,310-820-8341,fax www.slanleyrhoffman.com Resolution No. 04-208 Page 37 of 72 CONTENTS Tables.............................................................................................................................. ii ExecutiveSummary......................................................................................................iii Chapter1 Introduction..............................................................................................1 1.1 Background................................................................................................1 1.2 Approach....................................................................................................2 1.3 Overview....................................................................................................3 Chapter 2 Project Description .................................................................................4 2.1 Development Description After Buildout ....................................................4 2.2 Public Infrastructure...................................................................................4 Chapter3 Projected Fiscal Impacts.........................................................................8 3.1 Rancho Cucamonga General Fund ...........................................................8 3.2 Rancho Cucamonga Fire Protection District............................................11 3.3 Landscape Maintenance District..............................................................11 Chapter 4 Fiscal Assumptions .............................................. ...13 .............................. 4.1 General Information .................................................................................13 4.2 Revenue Assumptions.............................................................................15 4.3 Cost Assumptions....................................................................................22 Appendix A Persons and Agencies Contacted........................................................31 Stanley R. Hoffman Associates, Inc. i Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 38 of 72 TABLES A Summary of Projected Recurring Fiscal Impacts After Buildout.......................... iv 2-1 Buildout Development Description .......................................................................5 2-2 Housing Valuation.................................................................................................6 2-3 Public Street Lane Miles.......................................................................................7 3-1 City General Fund Fiscal Impacts After Buildout..................................................9 3-2 Ranch Cucamonga Fire Protection District, Fiscal Impacts After Buildout .........12 4-1 General Assumptions .........................................................................................14 4-2 Estimation of Existing City Developed Acres......................................................16 4-3 Summary of Revenue Assumptions....................................................................17 4-4 Estimated Taxable Sales Capture......................................................................19 4-5 Summary of Cost Assumptions ..........................................................................23 4-6 Police Cost Estimation........................................................................................24 4-7 Estimation of Public Works Costs.......................................................................25 4-8 Estimation of Planning and Building and Safety Costs.......................................27 4-9 Estimation of General Government Costs..........................................................29 Stanley R. Hoffman Associates, Inc. ii Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 39 of 72 0 0 EXECUTIVE SUMMARY HENDERSON CREEK ESTATES The following is a summary of the projected fiscal impacts of Henderson Creek Estates at full buildout assuming annexation to the City of Rancho Cucamonga. Annually recurring fiscal impacts are projected for the City's General Fund and the Rancho Cucamonga Fire Protection District. Project Description The Henderson Creek Estates project area is located in unincorporated San Bernardino County, northwest of Wardman and Bullock Roads, near Colonbero Road. This area is in the northeast portion of the City's sphere of influence. Henderson Creek Estates is a proposed residential development of 123 homes on about 62 gross residential acres. The population for Henderson Creek Estates is projected at 387, assuming 3.15 persons per unit. Assessed valuation is projected at $83.5 million based on an average housing valuation of$679,065 per unit. Fiscal Impacts Table A presents the projected recurring fiscal impacts to the City's General Fund and the projected recurring revenues to the Rancho Cucamonga Fire Protection District. The City of Rancho Cucamonga provides a full range of public services, including: police protection; other related emergency/non-emergency services; public works, including engineering, road maintenance and park maintenance; community services; planning services; library services and general government. The Rancho Cucamonga Fire Protection District provides fire protection to the proposed project as a subsidiary district. In addition, a landscape maintenance district (LMD) is a separate entity that covers the maintenance of storm drains,slopes,detention basins,trails or a combination thereof. The LMD has no effect on the revenues and costs presented under the City General Fund. Fiscal impacts are presented in constant 2004 dollars,with no adjustment for future inflation. Stanley R. Hoffman Associates, Inc. iii Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 0.4-208 Page 40 of 72 TABLE A HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA SUMMARY OF PROJECTED RECURRING FISCAL IMPACTS AFTER BUILDOUT (In Constant 2004 Dollars) No MVLF Impact Impact of MVLF' A. City General Fund Recurring Revenues $160,646 $145,547 Direct Recurring Costs 91,656 91,656 Plus Contingency @ 15%of Direct Costs 13,748 13,748 Total Retuning Costs 105,405 105,405 Net Recurring Surplus 55,243 40,143 Revenue/Cost Ratio 1.52 1.38 B. Rancho Cucamonga Fire Protection District Revenues $104,100 $104,100 Notes: This assumes that revenues fr—MVLF will be reduced by a W ut two-thirds due to SWIe W dget cuts. source: Stanley R.HoRm Assotlates.Inc. Property tax rates for the project area are based on information provided by the San Bernardino County Local Agency Formation Commission,the County of San Bernardino Auditor-Controllers office and the City of Rancho Cucamonga. Due to uncertainty in the full impact of the ongoing State of California's budget adjustments overtime,a hypothetical decrease in the Motor Vehicle License Fee has been used in this analysis to test potential changes. However, it is recognized that the actual changes may manifest themselves in different ways. City General Fund -No MVLF Reduction An annual recurring surplus of$55.2 thousand is projected for the City General Fund after full buildout of Henderson Creek Estates. The projected surplus is based on revenues of $160.6 thousand,and costs of$105.4 thousand, including a 15 percent contingency costs estimate. The revenue/cost ratio for the City General Fund is estimated 1.52. The major recurring revenues projected for the City General Fund are property tax;off-site retail sales and use tax; and motor vehicle license in-lieu revenues. Projected major recurring costs forthe project are police protection and public works maintenance of public arterial and local roadways in the annexation area. A landscape maintenance district will maintain landscaping, slope areas, trails and landscaped parkways and medians. Stanley R. Hoffman Associates, Inc. iv Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 41 of 72 City General Fund •With MVLF Reduction Under this scenario it is assumed that revenues from the State for motor vehicle license fees will be reduced by about two-thirds due to budget cuts at the State level. An annual recurring surplus of$40.1 thousand is projected forthe City General Fund afterfull buildout of Henderson Creek Estates. The projected surplus is based on revenues of $145.5 thousand, and costs of $105.4 thousand, including a 15 percent contingency costs estimate. The revenue/cost ratio for the City General Fund is estimated 1.38. Potential Impacts of Recent Passage of Proposition 57 According to the March 16, 2004 City Budget Update memorandum from City Manager, Jack Lam, one outcome of the recent passage of Proposition 57 is that the City will experience a'/,cent sales tax shift to the State instead of the earlier Y:cent shift proposal. While this would reduce the sales tax generated by the residents of the project by about $9.3 thousand, the project would still be estimated to have an annual recurring surplus of approximately$30.9 thousand to $46.0 thousand. Rancho Cucamonga Fire Protection District The Rancho Cucamonga Fire Protection District(RCFPD)service area currently includes the incorporated City of Rancho Cucamonga and the City's Sphere of Influence;therefore the proposed Henderson Creek Estates development is currently located within the RCFPD jurisdictional boundaries. Based on the information provided by the City, the RCFPD currently has adequate funding to provide fire protection services within its jurisdictional boundaries. The Henderson Creek Estates development will contribute annual property tax and earned interest revenues projected at $104.1 thousand to the RCPFD. Landscape Maintenance District The proposed storm drain, landscaped slopes, detention basins and trails are to be maintained by a landscape maintenance district. At this time it has not been determined if the project facilities will be included in a new LIVID to be formed or if it will be annexed to an existing LIVID. Under either scenario the maintenance of the common area landscaping, slopes, and trails will not impact the City of Rancho Cucamonga General Fund. Stanley R. Hoffman Associates, Inc. V Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 42 of 72 0 CHAPTER INTRODUCTION This report presents the fiscal impact analysis for Henderson Creek Estates assuming annexation to the City of Rancho Cucamonga. The fiscal impact analysis projects recurring public revenues and costs to the City of Rancho Cucamonga General Fund and the Rancho Cucamonga Fire Protection District assuming full development of the project. The Rancho Cucamonga Fire Protection District is a subsidiary district with its own budget separate from the City's General Fund. Additionally, an LIVID will be used for the operations and maintenance of common areas, but it has not been determined if Henderson Creek Estates will annex into an existing LMD or if a new one will be created. 1.1 Background The property comprising Henderson Creek Estates is located in the northeast portion of the City of Rancho Cucamonga in the City's Sphere of Influence in the unincorporated area of San Bernardino County. The project is located at the northeast comer of Wardman, Bullock and Colonbero Roads. Upon annexation, the entire project would be within the City limits of Rancho Cucamonga. Henderson Creek Estates is a community of about 90 gross acres in size, of which some 65.3 acres are proposed for residential development. Proposed development within the projectwill include 123 residential dwelling units for an overall density of about 1.9 units per acre. Average lot sizes are estimated at 18,200 square feet and the buildout population of the area is estimated at 387 based on a factor of 3.15 persons per unit. The focus of the fiscal analysis is the ongoing operations and maintenance costs of the City of Rancho Cucamonga as provided through the General Fund revenues plus the Fire Protection District revenues and costs. General Fund revenues include property,sales and use taxes and other taxes; franchise fees; fines and forfeitures; licenses and permits; charges for current services; revenues from other agencies; use of money and property; and other miscellaneous revenues. The Gas Tax Fund receives revenues primarily from Stanley R. Hoffman Associates, Inc. 1 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 0.4-208 Page 43 of 72 gasoline taxes collected by the Federal and State governments and are restricted for road related capital and operations and maintenance costs. The ongoing range of services that the City of Rancho Cucamonga provides includes: • Police protection • Planning • Public works, including engineering, road maintenance and park maintenance • Community services • Library services • General government The Rancho Cucamonga Fire Protection District, as a subsidiary district governed by the City Council,provides fire protection services to the City and the Sphere of Influence area. 1.2 Approach The fiscal analysis presents the projected recurring impacts of the proposed development associated with Henderson Creek Estates. Fiscal impacts are projected for the City General Fund and the Rancho Cucamonga Fire Protection District. The fiscal analysis is based on data and assumptions from the following sources: • City of Rancho Cucamonga revenue and cost factors are estimated based on the General Fund Adopted Budget Fiscal Year 2003/2004 and discussions with key City staff. • The fiscal methodology is based on the Fiscal Analysis, General Plan Update, City of Rancho Cucamonga, prepared by Stanley R. Hoffman Associates, October 2, 2000. • Some project information was obtained from the Plan for the Provision of Municipal Services, Annexation No. 01-01 to The City of Rancho Cucamonga, prepared by the City, November 5, 2001. • Residential valuation estimates are based on sales data provided by the project proponent. • Estimated population is based on 3.15 persons per household, as provided by the City of Rancho Cucamonga. • Cost and revenue factors are projected in constant 2004 dollars, i.e., not adjusted for inflation. • Existing land uses are provided by the City of Rancho Cucamonga. Stanley R. Hoffman Associates, Inc. 2 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 44 of 72 • Property tax rates for the project area are based on information provided by the San Bernardino County Local Agency Formation Commission, the County of San Bernardino Auditor-Controller's office and the City of Rancho Cucamonga. • Also, there is uncertainty in the full impact of the ongoing State of California's budget adjustments over time. For this analysis, a hypothetical decrease in the Motor Vehicle License Fee has been used to test potential changes. However, it is recognized that the actual changes may manifest themselves in different ways. 1.3 Overview Chapter 2 presents the detailed project description for Henderson Creek Estates assuming full buildout of the project area. Chapter 3 presents the fiscal analysis for the City's General Fund and the Rancho Cucamonga Fire Protection District. Chapter presents the assumptions for the fiscal analysis and Appendix A includes a list of persons and agencies contacted in the preparation of this report. Stanley R. Hoffman Associates, Inc. 3 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal AnalysiF Resolution No. 04-208 Page 45 of 72 CHAPTER 2 PROJECT DESCRIPTION This chapter presents the detailed development description for Henderson Creek Estates assuming full buildout of the area. 2.1 Development Description After Buildout Acres. Units and Population Henderson Creek Estates is planned as a 90-acre residential community consisting of 123 single family detached homes on lots averaging 18,200 square feet. As shown in Table 2-1, there are approximately 63 gross acres of residential uses. Other acreage associated with the development includes 27.6 acres of open space areas and 10.6 acres of public streets and/or right of ways(ROWs)within the development area. Buildout population for the Henderson Creek Estates development is estimated at 387 persons based on an average of 3.15 persons per housing unit. Population per housing unit is based on information from the City of Rancho Cucamonga. Proiect Valuation. As shown in Table 2-2, total residential valuation for the Henderson Creek Estates is estimated at $83.5 million after buildout, based on an average value of $679,065 per unit.Housing valuation is based on recent sales information as derived from the project proponent. As presented in Table 2-2, four plan types are proposed with the base pricing estimated to range from $640,000 to $720,000 per unit. The estimated square footages range from 3,600 to 4,200 square feet. 2.2 Public Infrastructure Streets. Primary access to Henderson Creek Estates will be provided via Wardman and Bullock Road. As shown in Table 2-3, there is an estimated 3.54 street lane miles to be developed as a part of the project; this includes local streets within the project boundaries of Henderson Creek Estates. All 3.54 lane miles of streets are assumed to be public streets maintained by the City of Rancho Cucamonga, once annexed by the City. Stanley R. Hoffman Associates, Inc. 4 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 46 of 72 TABLE 2-1 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA BUILDOUT DEVELOPMENT DESCRIPTION Acres at Percent Buildout of Total A. Land Use Acreage Gross Residential Acres 51.8 57.6% Open Space Areas 27.6 30.7% Public Streets 10.6 11_8% Total Project Acres 90.0 100.0% B. Other Project Information Residential Units-Single-family 123 Population(@ 3.15 persons per unit) 387 Residential Assessed Valuation(@$679,065 per unit)3 $83,525,000 Note: 2. Population is estimated at 3.15 persons per unit,per the City of Rancho Cucamonga 3. Assessed valuation Is projected at an average value of$679,065 per unit based on information provided by the project proponent. Sources: Stanley R.Hoffman Associates,Inc. Stanley R. Hoffman Associates, Inc. 5 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 47 of 72 I • TABLE 2-2 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA HOUSING VALUATION (in Constant 2004 Dollars) Plan Base Price Total Plan T pe Square Feet Quantity Per Unit Valuation 1 3,600 30 $640,000 $19,200,000 2 3,800 31 665,000 20,615,000 3 4,000 31 690,000 21,390,000 4 4,200 31 720.000 22.320.000 Total 123 $679,065 $83,525,000 Source: Stanley R.Hoffman Associates,Inc. Development Planning&Financing Group O'Donnell/Atkins Stanley R. Hoffman Associates, Inc. 6 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 48 of 72 TABLE 2-3 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA PUBLIC STREET LANE MILES Number Length Length Total Street Type of Lanes in Feet in Miles Lane Miles Local 2 9,356 1.77 3.54 Total Lane Miles 354 Source: Stanley R.Hoffman Associates,Inc. Stanley R. Hoffman Associates, Inc. 7 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 49 of 72 CHAPTER 3 PROJECTED FISCAL IMPACTS This chapter presents the fiscal analysis of Henderson Creek Estates to the City of Rancho Cucamonga. This analysis first focuses on the recurring revenues and costs that impact the City of Rancho Cucamonga's General Fund,described in Section 3.1. This is followed by a projection of recurring revenues to the Rancho Cucamonga Fire Protection District presented in Section 3.2. All projections are presented in constant 2004 dollars with no adjustment for future inflation and assume full buildout. 3.1 Rancho Cucamonga General Fund The fiscal impacts presented assume that the City of Rancho Cucamonga will receive 7.0 percent of the 1.0 percent basic property tax levy for the General Fund and 1.7 percent of the basic levy forthe Library Fund. Impacts are also presented assuming: 1)no impact on MVLF fees; and 2) a two-thirds reduction in MVLF fees due to proposed State budget adjustments. No Impact on MVLF Table 3-1 presents the projected fiscal impacts for the City's General Fund assuming that there is no reduction in revenues received from the State in the category of motor vehicle license fees. Recurring revenues are projected at $160.6 thousand. Annual direct recurring costs are projected at$91.7 thousand. Added to the projected direct costs is a contingency cost, calculated at 15 percent of direct costs, or$13.7 thousand. Adjusted total recurring costs, including estimated direct costs and contingency costs,are projected at $105.4 thousand. A recurring surplus of$55.2 thousand is projected for Henderson Creek Estates, as shown in Table 3-1. The revenue/cost ratio is calculated at 1.52. Projected Revenues. Projected recurring revenues to the City of Rancho Cucamonga General Fund include property tax; property transfer tax;off-site sales and use tax; motor vehicle license in-lieu revenues; Proposition 172 sales tax; franchise fees; fines and forfeitures; charges for services; other revenue; library revenue; and state gasoline tax. Stanley R. Hoffman Associates, Inc. 8 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 50 of 72 • TABLE 3-1 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA CITY GENERAL FUND FISCAL IMPACTS AFTER BUILDOUT' (In Constant 2004 Dollars) No MVLF Impact Impact on MVLF' After Percent After Percent Annual Recurr'na Revenues Buildout of Total Buildout I of Total Property lax-general fund $58,468 36.4% $58,468 40.2% Property tax-library fund 14,199 8.8% 14,199 9.8% Property transfer tax 3.216 2.0% 3,216 2.2% Off-site sales and use tax 37,002 23.0% 37,002 25.4% Motor vehicle license in-lieu 22,650 14.1% 7,550 5.2% Proposition 172 sales tax 758 0.5% 758 0.5% Franchise fees: utility 4,838 3.0% 4,838 3.3% Franchise fees: refuse 3,097 1.9% 3,097 2.1% Franchise fees: cable 7,344 4.6% 7,344 5.0% Fines and forfeitures 2,111 1.3% 2,111 1.5% Charges for services reverue 241 0.1% 241 0.2% Other e 197 0.1% 197 0.1% Library reven582 0.4% 582 0.4% Slate gasoline tax' 55%6 3.7% 5946 4.1% Total Resulting Revenues $160,648 100.0% $145,547 100.0% Annual Rocurtina Costs Police protection $29,761 32.5% $29,761 32.5% Animal control 1,031 1.1% 1,031 1.1% Engineering 9,330 10.2% 9,330 10.2% Public works maintenance 19,812 21.6% 19,812 21.6% Facilities maintenance 1,829 2.0% 1,829 2.0% Planning 4,322 4.7% 4,322 4.7% Library 4,993 5.4% 4,993 5.4% Community services 6,169 6.7% 6,169 6.7% Conmbution to Fire District 2,270 2.5% 2,270 2.5% General government 12140 132% 12,140 132% Direct Recurring Costs $91,656 100.0% $91,656 100.0% Plus Estimated Contingency costs(@ 15%of direct recurring costs) $13,748 $13,748 Total Recurring Costs $105,405 $105,405 Net Annual Surplus $55,243 $40,143 Revenue/Cost Ratio 1.52 1.38 Noe: 1. Revenues and no for fire protection services and common area landscaping are cwerd in separate diur cts and are no inducted as a pan of Ne Gerund Fund anal}5is. 3. Tnu aawmes Iba11M ylecallm d mold rsrbe inJieu fees Iran IM nate Ir lee Imljarsdelbn unit pe rMueed ty txa-IeiMs due ro manges In sure bud9el agreements. 3. State gasoline tax is earmarked for public works road maintemnce. source: S0001ey R.Hoffr nAd,ouiatea.lm Stanley R. Hoffman Associates, Inc. 9 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 51 of 72 The largest projected revenue source is property tax at $58.5 thousand, representing approximately 36.4 percent of total projected recurring revenues. Off-site sales and use tax is the second largest projected revenue source at$37.0 thousand and 23.0 percent of the total revenues. Motor vehicle license in-lieu revenues are projected at$22.7 thousand and 14.1 percent, the third largest recurring revenue. These three revenue sources represent approximately 73.5 percent of total projected recurring revenues. Projected Costs. Table 3-1 also presents projected recurring costs to the City General Fund for Henderson Creek Estates at buildout. Recurring direct costs to the City of Rancho Cucamonga General Fund include police protection;animal control,engineering; public works maintenance; facilities maintenance; planning; library; community services; contribution to the Fire District; and general government costs. Police protection costs are projected at about$29.8 thousand and account for 32.5 percent of the total recurring annual costs. Public works maintenance for public arterial roads is projected at $19.8 thousand and 21.6 percent of the total recurring costs. General government costs(administrative functions)are projected as the third largest recurring cost at$12.1 thousand or 13.2 percent of total projected costs. These three projected costs of police protection, pubic works maintenance and general government represent approximately 67.3 percent of total recurring costs. Impact on MVLF Table 3-1 also presents the projected fiscal impacts for the City's General Fund assuming it is impacted with a reduction in revenues received from the State in the category of motor vehicle license fees. Recurring revenues under this scenario are projected at $145.5 thousand. Adjusted total annual recurring costs, including estimated direct costs and contingency costs, are projected at $105.4 thousand. A recurring surplus of $40.1 thousand is projected for Henderson Creek Estates under these conditions. The revenue/cost ratio is calculated at 1.38. Projected Revenues. The largest projected revenue source is General Fund property tax at$58.5 thousand, representing approximately 40.2 percent of total projected recurring Stanley R. Hoffman Associates, Inc. 10 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 52 of 72 revenues. Off-site sales and use tax is the second largest projected revenue source at $37.0 thousand and 25.4 percent of the total revenues. Library Fund property tax revenues are projected at$14.2 thousand,the third largest recurring revenue. These three revenue sources represent approximately 75.4 percent of total projected recurring revenues. 3.2 Rancho Cucamonga Fire Protection District The Rancho Cucamonga Fire Protection District(RCFPD)provides fire protection to both the corporate City and the Sphere of Influence areas. Henderson Creek Estates is located within the jurisdictional boundaries of the RCFPD. Table 3-2 presents the projected recurring revenues to the Fire Protection District from the full buildout of Henderson Creek Estates. Annual recurring property tax revenues are projected to total $104.1 thousand after buildout. Annual recurring fire protection costs are not projected for the Henderson Creek Estates development. Based on the Plan for the Provision of Municipal Services Annexation No. 01-01 to the City of Rancho Cucamonga prepared by the City, the RCFPD currently has adequate funding to provide fire protection within its jurisdictional boundaries. 3.3 Landscape Maintenance District For Henderson Creek Estates, an LMD will be used to fund the ongoing operations and maintenance costs related to any storm drains, slopes and trails within the project area. It has not been determined at this time whether or not Henderson Creek Estates will be annexed to an existing LMD of if a new LMD will be created. Under either condition, the costs related to this function are entirely separate from the City's General Fund and there will be no fiscal impact on the City's General Fund. Stanley R. Hoffman Associates, Inc. 11 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 53 of 72 TABLE 3-2 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA RANCHO CUCAMONGA FIRE PROTECTION DISTRICT FISCAL IMPACTS AFTER BUILDOUT (In Constant 2004 Dollars) After Percent Annual Recurring Revenues Buildout of Total Property tax $104.10 100.0% Total Recurring Revenues $104,100 100.0% Annual Recurring Costs n/a1 Note: 1. The proposed development Iles within the jurisdictional boundaries of the Rancho Cucamonga Fire Protection District(RCFPD). Based on the Plan for the Provision of Municipal Services Annexation No.01-01 to The City of Rancho Cucamonga prepared by the City,the RCFPD currently has adequate funding to provide fire protection services within its Jurisdictional boundaries. Source: Stanley R.Hoffman Associates,Inc. Stanley R. Hoffman Associates, Inc. 12 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 54 of 72 CHAPTER 4 FISCAL ASSUMPTIONS Chapter 4 presents the recurring revenue and cost assumptions used in preparing the fiscal analysis for Henderson Creek Estates in the City of Rancho Cucamonga. 4.1 General Information Table 4-1 presents the general City information used to calculate fiscal factors. Population.The City population of 146,666 is based on the California State Department of Finance estimate as of January 1, 2003. The population estimate is used to project per capita revenue and cost factors. Housing Units. For calculating per housing unit factors,the City housing unit estimate of 46,870 from the State Department of Finance (DOF)for January 1, 2003 is used. Employment. Based on information from the City of Rancho Cucamonga, the City's current employment estimate is 47,205. This estimate is used to calculate revenues and costs based on employment. Population/Employment Ratio. New population and employment generate some revenues and costs,which are calculated based on the split of population and employment and the ratio of each to the sum of the two. The sum of population and employment is 193,871. Population represents 76 percent of the total and employment represents 24 percent of the total. The projected City revenues or costs are split based on this ratio. That is, the share of projected revenues or costs allocated to population is divided by the City population of 146,666 while the employment share of the projected revenues or costs is divided by the City employment estimate of 47,205. Estimated Total City Developed Acres Some costs, such as public works and planning, are projected on a per-developed acre basis. The number of developed acres within the City is estimated from City's Geographic Information System(GIS)and Costar databases, Stanley R. Hoffman Associates, Inc. 13 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 55 of 72 TABLE 4-1 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA GENERAL ASSUMPTIONS Factor Explanation General Factors 146,666 Rancho Cucamonga total population,January 1,2003, DOF 46,870 Rancho Cucamonga total housing units,January 1,2003, DOF 47,205 Rancho Cucamonga total employment,City Community and Economic Profile 193,871 Population plus employment 76% Population as a share of population plus employment 24% Employment as a share of population plus employment 3.13 Persons per Household,January 1,2003,DOF 3.15 Persons per Household,City of Rancho Cucamonga 12,990 Estimated total City developed acres Source: Stanley R.Hoffman Associates,Inc. City of Rancho Cucamonga,Fiscal Year 2003104,Adopted Budget City of Rancho Cucamonga State of California,Department of Finance,City/County Population and Housing Estimates,2003 Stanley R. Hoffman Associates, Inc. 14 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis _ Resolution No. 04-208 Page 56 of 72 as shown in Table 4-2. There are an estimated total of 9,544 developed residential acres in the City; and a total of 3,446 developed non-residential acres within the City. In total, 12,990 developed acres are within the City. 4.2 Revenue Assumptions The revenue assumptions for the City's General Fund are summarized in Table 4-3. Table 4-3 also summarizes the revenue assumptions for the Fire Protection District. Projected recurring revenues to the City General Fund include property tax; document transfer tax; off-site sales and use tax; Proposition 172 sales tax revenue; franchise fees; fines and forfeitures; motor vehicle license in-lieu revenues; charges for services; other revenues such as rental/leases/ and sales of fixed assets; library revenues and state gasoline tax funds. Interest revenues are not projected in this analysis. Taxes Property Tax. Property tax revenues are projected by multiplying the tax allocation percentage for the City of Rancho Cucamonga General Fund, Library Fund and the Rancho Cucamonga Fire Protection District by the projected assessed value within the tax rate area(TRA)in which the project is located. As shown in Table 4-3,the City of Rancho Cucamonga General Fund allocation is shown at 7.0 percent of the basic 1.0 percent levy. Document Transfer Tax. Real property sales are taxed at a rate of$1.10 per$1,000 of transferred property value. The property transfer tax is divided equally between the City and the County, with the City receiving$0.55 per$1,000 of transferred property value. As presented in Table 4-3, it is assumed that residential development will change ownership at an average rate of about 7.0 percent per year, or that each home changes hands on the average of about once every 14 years. Off-Site Sales Tax. The City receives sales tax revenue from the State Board of Equalization equal to one percent of all taxable sales generated within the City. The Henderson Creek Estates development does not include on-site retail uses that would generate direct taxable sales and use tax to the City upon annexation. However, indirect sales and use tax revenues will be generated from purchases made by the residents of the Stanley R. Hoffman Associates, Inc. 15 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 57 of 72 TABLE 4-2 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA ESTIMATION OF EXISTING CITY DEVELOPED ACRES' Residential Acres Residential-Non RDA 8,261 Residential-RDA 1 263 Subtotal Residential Acres 9,544 Non-Residential Acres Non-Residential-Non RDA 747 Non-Residential-RDA 2.699 Subtotal Non-Residential Acres 3,446 Estimated Total Developed Acres 12,990 Note: 1. Esitmated City right of way and other public1quasi public acres are not included as developable acres. Source: Stanley R.Hagman Assouates,Inc. Cily of Rancho Cucamonga,Geographic Information System Stanley R.Hoffman Associates,Fiscal Analysis,General Plan Updafe,CityofRancho Cucamonga,October 2,2000 Stanley R. Hoffman Associates, Inc. 16 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 58 of 72 TABLE 4.3 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA SUMMARY OF REVENUE ASSUMPTIONS (In Constant 2004 Dollars) Revenues Projectlon Projection Method Annual Revenue Source FY 20 roes Basis and/or Assumptions Projection Fact ors CRY GENERAL FUND Pn Taves $2,261,693 "S.e ml,aluauM Valuacr.sadni's s 70%CITY Ganem Fund all.don d basic 1%levy D..Transfer tax ]30,Si0 Assazsedvaluapon PropdxYNm,nxrwdv1mfian 2%raddernal Nmmer 2le $0.55 per$1,000 of sumrrver gbalbn $alesand J.Tax 14,626,M Taxable sake glade Wade.ales 10%of laraYk..I. pNs 0.1015%.f.l.ax Probbolion 172 Had Cans Sal.Tax 299,500 real..I.ad,use ryrr Per$1.0000 calse ad,use blr $20.Q per$1.CW sales and use lax Ferre aFees:Gas 6 Eleclrb 2,423,180 TWI pPoUNtlm and empoynenl Par.0.ad,emple,ee $1250 Por cap0a and per emppym Refuse 1,173,379 Toed Pasoan. PermPsa W 0 per Mesa 1,w"wo Tolalempbymenl Peremgoyee $27.73 par emplate9 Carle 889.200 Trial r.,units Parr unl $1097 per unit Floes B Fmftllums 11357.IM Trial ebadlem ad,bran nnnl Per rapia ad,ermexee $545 par canis and per ensbyae Manor VereM License 8,582.310 Tosl pablad. Mcaps 353.52 par glia caag fire sprx. 120463 Tape poq,shon and empnenmet Per caps and empW a W 62 pe tabs and px ropbyee Renmibaasas/Sales of Fried Aisne 98,830 Tonal actuation ass employment PK oapla and erepgyee $051 per caped and per anpbYea Intends Eamin95 50010.0' Pp bdfnndraa L. IMerassram not prepared, Library FUM PI.Paty Tax. Na' Assassed,alrsOm Vacation ass,.s 1.7%City LIEmry FuM.11ccaim of basic f%leeY olaaryFnes.m F.. 110000 Teed Indication Pa qpm $0W ed,care Uc2ry Rerrsls5ales 1021000 Total mpasem Pwgpe $0701'vicepie Intn.l Earn., 15,000 Parma of NM revamea fine. a no lscaued Gas Tat FUM We fat Tex:Wean 2105 738,000 real de,culim per caps, $5.03 per cep0a 5.2108 465.770 TWlperyatipt per caps $3.18 par caps 5.2107 1.0ntm TOul lsope0on Per cape $716 per galla IMaesl Eami,gs p.terfi,Mrwambe Ineem se ml p,,scod RANCHO CUCAMONGA FIRE DISTRICT Passed,Tax 7,W.M M..smxalcemn vwaem asaranpticns 1248%County Fire Fund.11caebn ae s�1x00 Insra4 Eamon. 9fi0W Pemm olr�nd. wl6.l masa r.ar zpavw.mfi rewrwa aeon.as roteaslfo,m.em. a—SbMq R.Ibllmsr Ae.aNib.,fin[. City of RvrMO c—nonda.HrtY Yen S.SW,gryphy Bulge( Sale 0 CaXbmo.aepvamm of Fnarce,C9YiLouny PrpoblUn dryl xnnnp Essnae..January f,}MJ Stanley R. Hoffman Associates,Inc. 17 Henderson Creek Estates March 25, 2004 City or Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 59 of 72 proposed project estimated to be captured within the City. It is assumed the City of Rancho Cucamonga will capture 50 percent of the taxable purchases made by the future residents of Henderson Creek Estates. The 50 percent capture assumption is based on the access to existing and planned retail within the City boundaries, including the future Victoria Gardens Regional Mall due to open in 2004. Residential Sales and Use Tax. Residents of Henderson Creek Estates will generate sales and use tax to the City of Rancho Cucamonga through retail purchases in the City. As shown in Table 44, taxable sales from Henderson Creek Estates residents are projected at$6.68 million. Taxable sales are projected based on the assumption that the average household income of project residents represents about 25 percent of the total assessed valuation and that 32 percent of household income is spent on taxable retail sales. The fiscal analysis assumes the City will capture 50 percent of total taxable retail sales or about$3.34 million in taxable retail sales. Based on sales tax of 1 percent, potential sales tax to the City is projected at $33.4 thousand after buildout. At 10.75 percent of sales tax, use tax is projected at $3.6 thousand after buildout. Use tax is non-situs taxable sales allocated back to jurisdictions by the State. Total sales and use tax is projected at$37.0 thousand after buildout. According to the March 16, 2004 City Budget Update memorandum from City Manager, Jack Lam, one outcome of the recent passage of Proposition 57 is that the City will experience %cent sales tax shift to the State instead of the earlier%cent shift proposal. While this would reduce the sales tax generated by the project residents by about$9.3 thousand, the project would still be projected to have an annual recurring surplus of approximately$30.9 thousand to $46.0 thousand. Use Tax. In addition to sales tax, the City also receives a use tax allocation equal to approximately 10.75 percent of the one percent sales tax allocation. The use tax factor is derived from two major sources: Stanley R. Hoffman Associates, Inc. 18 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 60 of 72 0 • TABLE 4-4 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA ESTIMATED TAXABLE SALES CAPTURE (in Constant 2004 Dollars) Description Amount Residential Assessed Valuation(@$679,065 per unit), $83,525,000 Household Income(@ 25%of valuation) $20,881,250 Retail Taxable Sales(@ 32%of household income) $6,682,000 Projected Off-Site Taxable Sales Captured in Rancho Cucamonga(@ 50%capture) $3,341,000 Projected Sales and UseTax to Rancho Cucamonga: Sales Tax(@ I%of taxable sales) $33,410 Use Tax(@ 10.75%of sales tax) 3,592 Total Projected Sales and Use Tax $37,002 Note: 1. Assessed valuation is projected at an average of$679,065 per unit based on information provided by the project proponent. Sources: Stanley R.Hoffman Associates,Inc. Stanley R. Hoffman Associates, Inc. 19 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 61 of 72 • A use tax rather than a sales taxis paid on construction materials from residential and non-residential development. This tax is counted in the county in which construction takes place, not at the point of sale of materials. • A use tax is levied on purchases from out-of-state sellers of goods for use in California. The State Board of Equalization assembles the use tax collections into a number of pools. County pools for each county are based on tax proceeds assigned to a county level. A statewide pool is developed for tax proceeds, which cannot be assigned to individual counties. These pools of use tax proceeds are then distributed to individual cities and counties on a quarterly basis. The distribution percentages to local jurisdictions for the county pool are calculated on the basis of each city's and county's share of total countywide non-situs based sales tax as a percentage of total point-of-sale, sales tax. A similar procedure is used in the allocation of the statewide pool. Proposition 172 Sales Tax (Public Safety Augmentation). The State's allocation formula for public safety augmentation revenues from Proposition 172 is generally tied to each city's sales tax effort. Therefore, based on Proposition 172 revenues of$299,500 and City sales tax revenues of$14,626,000,these revenues are projected at $20.48 per $1,000 of additional sales tax generated. Franchise Fees The City of Rancho Cucamonga receives a franchise fee for the use of exclusive rights-of- way within the City for gas and electric, refuse and cable television. Gas and Electric Franchise Fees. As shown in Table 4-3,gas and electric franchise fees are estimated at $12.50 per capita and per employee based on the City budget fees of $2,423,180 and the City population plus City employment estimate of 193,871. Refuse Franchise Fees. Franchise fees for rubbish services are projected at$8.00 per capita, based on residential refuse costs of$1,173,379 and the population estimate of 146,666. Commercial (non-residential) refuse franchise fees are projected at$27.73 per employee based on commercial refuse costs of$1,309,000 and employment of 47,205. Stanley R. Hoffman Associates, Inc. 20 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 62 of 72 Cable Television Franchise Fees. Cable television franchise fees are projected at $18.97 per housing unit based on budget figures of$889,260 for this type of franchise and estimated housing units of 46,870. Fines and Forfeitures. These revenues are projected at $5.45 per capita and per employee, based on total revenues of$1,057,180 and the population plus employment estimate of 193,871. Motor Vehicle In-Lieu Fees. These State allocated revenues,as shown in Table 4-3,are projected at$58.52 per capita based on information from the City of Rancho Cucamonga budget for fiscal year 2003-2004 and a population of 146,666 as of January 1, 2003. Charges for Services. Charges for services are shown in Table 4-3 and include revenues such as printing fees and sale of printed materials. This revenue source is projected at $0.62 per capita and per employee, based on annual revenues of$120,460 and the City population plus employment of 193,871. Other Revenues. These other miscellaneous revenues include rentals,leases and sales of fixed assets. Other revenues are projected at$0.51 per capita and employee based on the City preliminary budget revenues of$98,830 and the City population plus employment estimate of 193,871. Interest Income. Interest earnings to the General Fund are not projected as a part of this analysis. Library Fund. As shown in Table 4-3, the City is projected to receive from property tax revenues, 1.7 percent of the basic 1.0 percent levy for the Library Fund. In addition,library revenues of$0.80 per capita are projected based on a total of$118,000 from fines and fees and a population of 146,666. Library revenues of $0.70 per capita are projected based on total media rentals and sales of$102,500 and population of 146,666. Interest earnings are not projected as a significant revenue source. State Gasoline Tax. State gasoline tax revenues are determined based on data provided by the City's budget for fiscal year 2003-2004 and the City population of 146,666. These revenues are projected based on the following: Henderson Creek Estates Stanley R. Hoffman Associates,Inc. 21 City of Rancho Cucamonga Fiscal Analysis March 25, 2004 Resolution No. 04-208 Page 63 of 72 0 State Gasoline Tax Total Amount Per Capita Amount Section 2105 $738,000 $5.03 Section 2106 $465,770 $3.18 Section 2107 $1,049,230 $7.15 No interest earnings are projected as a part of this analysis. Gas Tax Fund revenues are earmarked for public works road related maintenance costs. Rancho Cucamonga Fire Protection District The Rancho Cucamonga Fire Protection District (RCFPD) receives an estimated 12.46 percent of the basic one percent property tax levy for the Henderson Creek Estates development. No interest earnings are projected as a part of this analysis. 4.3 Cost Assumptions The cost assumptions for the City's General Fund are summarized in Table 4-5. Recurring costs include police protection,animal control,public works, planning, building and safety, community services, library, fire district and general government activities. Police Protection. The City of Rancho Cucamonga contracts police protection services with the County Sheriff. Table 4-6 presents the police cost estimation. Total annual costs from the City's budget for 2003-2004 are$15,280,650. Based on discussion with the City Finance Officer during preparation of the fiscal analysis of the General Plan Update, a County Administrative Fee of $374,600 is subtracted from the total cost. The total net police cost is $14,906,500, which is allocated to population and employment in their relative proportions, yielding projected costs of$76.89 per capita and per employee. Animal Control. Animal control costs are projected at$2.66 per capita,based on total net costs of$390,490 and a population of 146,666, as shown in Table 4-5. Public Works Estimated public works costs are presented in Table 4-7. Engineering. Based on City budget information, 2003-2004 engineering costs are estimated to total$3,201,920,while engineering fee revenues are estimated at$1,259,680. Net engineering costs of$1,942,240 are allocated on a per-developed acre basis. Stanley R. Hoffman Associates, Inc. 22 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 64 of 72 TABLE 4-5 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA SUMMARY OF COST ASSUMPTIONS (In Constant 2004 Dollars) Butlget FY 2003104 ProJecUon Projecgon Methotl Annual Cos[Catagary Budget Net Cosl Basis andlor Assump0ons Pro,, Fact one CITY GENERAL FUND Pd.P.Acam, $15280650$14,906,D50 Teter PopWatlm ant Emplamenl Pa bpila and employee $76.89 on tapila ant employee Animal Control U52.250 $aW490 Tune PopugOm Percepts $266 per regia Public Wales: emainreMp $3.201,920 $1.942,240 Total Developed Acres Per onreloped awe $149.52 Per developed ape Puble Wpks'. Maintenance 54,551,620 $4,124,260 Tgal Wrekped Acres Pa dcvmc dacx Sal 7.49 per developed ape Public Works: FdOlilie5 $1,903,950 S3W,790 ToGI@Wbped Apes Per developed dove Us.31 on developed a. Perrin, $1,]49.]00 $999,7W Tolal WvebµV Apes Per davelPoed acre $69.26 per developed ape Bulging and Salad'. $4,142,290 $0 Tdal Neekped Anes Per developed acre Na Canmuni services Per develwed ape lY $2,33],520 $2,J31,520 Trial glpllatlM Per rjpla 515.94 pn adN Library sandals N,691,6W $11091,680 TM Pop,u n, Percepts $12.90 Per adla Fire Dist1ict Transer $1.138,P0 $1.136,770T-01 Paceallm and Emplarmml Per gala and anployee S5.68 pn®plb am emplg2e GenMl Goiemmenl $10,403,06a$10pa3,080 Blared Direct tine Ctna, 50%mipnalraler 15.3%W direct me cosh canngen, SI18re oiT IG OL %d 15o%of named F und wea Note:1.}ae$9Ulalalpo mlmb Milbuigiiq®d saklyttffi breakeven ebb asvtialM lee�eenu45bAe e�gni 2.Maryvnal Nveaaeaq vnlnpanrywn aawmpEme an baeedm P2fyBl meNpbl�y.mllplbeGmersl%m llPdat sourma SUnhoiRHoflman Assmatet,lnc. Gryof RaM'no Cu mga.Fists'vei2W3 .AWpfed Budgo slash,R.Hmhean Aaeppies,Festal A4alI Gmraelcnm las",,CAy d Randa Cucemm9e,Ddober 2,2900 Stanley R. Hoffman Associates, Inc. 23 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 65 of 72 TABLE 4-6 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA POLICE COST ESTIMATION' (In Constant 2004 Dollars) 1. POLICE COSTS Total 2003/04 Budget $15,280,650 minus County Administrative Fee $374,600 equals Net Police Costs $14,906,050 2. PER CAPITA/EMPLOYEE COSTS City Population Estimate 146,666 City Employment Estimate 47,205 Population plus Employment 193,871 Per Capita/Per Employee Cost $76.89 Note: 1. Police cost estimation is based on the methodology used in the General Plan fiscal analysis. Source: Stanley R.Hoffman Associates,Inc. City of Rancho Cucamonga,Fiscal Year 20OW4,Adopted Budget Stanley R.Hoffman Associates,Fiscal Analysis,General Plan Update,City or Rancho Cucamonga.October 2,2000 Stanley R. Hoffman Associates, Inc. 24 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 66 of 72 TABLE 4.7 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA ESTIMATION OF PUBLIC WORKS COSTS (In Constant 2004 Dollars) 1. ENGINEERING COSTS PER DEVELOPED ACRE $332,760 Engineering-Administration 825,700 Engineering-Construction Management 1,186,290 Engineering-Development Management 492,720 Engineering-NPDES Program 144,280 Engineering-Project Management 220.170 Engineering-Traffic Management Total Engineering Costs $3,201,920 minus Engineering Fees $1,209,680 Engineering Special Services Fees 50,000 Engineering Revenues $1,259,680 equals Net Engineering Costs $1,942,240 divided by Estimated Total Developed Acres 12.990 equals Engineering Costs Per Developed Acre $149.52 2. PUBLIC WORKS MAINTENANCE COSTS PER DEVELOPED ACRE Vehicle&Equipment Maintenance $854,740 times Marginal Increase in Maintenance Vehicles 8 Equipment Q 50% equals Adjusted Maintenance Vehicles&Equipment plus $427,370 Maintenance Public Works 3,696,890 Total Public Works Maintenance Costs $4,124,260 divided by Estimated Total Developed Acres 12,990 equals Public Works Costs Per Developed Acre $317.49 3. FACILITIES MAINTENANCE COSTS PER DEVELOPED ACRE $1,903,950 Facilities Maintenance times Marginal Increase in Facilities Maintenance 20% equals Adjusted Facilities Maintenance $380,790 divided by Estimated Total Developed Acres 12,990 equals Facilities Maintenance Costs per Developed Acre $29.31 Note. i. Marginal increase assumptions are based on the fiscal melhodology used for the General Plan Update. Source: Stanley R.Hoffman Associates,Inc. City of Rancho Cucamonga,Fiscal Year 2003/04,Adopted Budget Stanley R.Hoffman Associates,Fiscal Analysis,General Plan Update.City o/Rancho Cucamonga.October 2,2000 Stanley R. Hoffman Associates, Inc. 25 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 67 of 72 Developed acres total 12,990 and net engineering costs are projected at $149.52 per developed acre, as shown in Table 4-7. Public Works Maintenance. Public works services include street maintenance and sweeping, maintenance of parks and trees,city facilities,and storm drains. The City public works budget totals$4,124,260. Public works costs are projected on a per-developed acre basis. With an estimated 12,990 developed acres in the City, maintenance costs are projected at$317.49 per developed acre, as shown in Table 4-7. Facilities Maintenance.Total facilities maintenance costs in 2003-2004 are$1,903,950. Based on the fiscal methodology used for the General Plan Update, it is assumed that the proposed project would incur a marginal increase in facilities maintenance costs of 20 percent, or an increase of$380,790. This marginal increase of$380,790 is divided by the total 12,990 estimated developed acres, for projected facilities maintenance costs of $29.31 per developed acre, also shown in Table 4-7. Planning Department Table 4-8 presents the estimation of both the Planning Department costs and the Building and Safety Department costs. These costs are projected on a per-developed acre basis. Planning. As shown in Table 4-8, Planning Department functions total $1,749,700, according to the budget for fiscal year 2003-2004. Planning fee and special program fee revenues for the same period total$850,000,for estimated net planning costs of$899,700. Using estimated developed acres of 12,990; planning costs are projected at $69.26 per developed acre. Building and Safetv. Table 4-8 also presents the estimation of the Building and Safety Department costs. As shown, Building and Safety costs total$4,142,290, according to the 2003-2004 budget. Building permit and plan check fee revenues for the same period total $4,316,200,for estimated surplus of$173,910. The fiscal analysis assumes that building and safety costs breakeven with building permit and plan check fee revenues, thus Stanley R. Hoffman Associates, Inc. 26 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 68 of 72 TABLE 4.8 HENDERSON CREEK ESTATES '. CITY OF RANCHO CUCAMONGA ESTIMATION OF PLANNING AND BUILDING AND SAFETY COSTS (In Constant 2004 Dollars) 1. PLANNING COSTS PER DEVELOPED ACRE Planning $1,749,700 minus Planning Fees $800,000 Planning- Special Services Fee 50 000 Planning Revenues $850,000 equals Net Planning Costs $899,700 divided by Estimated Total Developed Acres 12.990 equals Net Planning Costs per Developed Acre $69.26 2. BUILDING AND SAFETY COSTS PER DEVELOPED ACRE Building and Safety $4,142,290 minus Building Permits $2,676,200 Plan Check Fees 1,640,000 Building and Safety Revenues $4,316,200 equals Net Building and Safety Costal $173,910 Note: 1. The fiscal analysis assumes that costs for Building and Safety for Henderson Greek Estates will breakeven with associated fee reVanues. Source: Stanley R.HoRman Associates,Inc. City of Rancho Cucamonga,Fiscal Year 2003 1,Adopted Budget Stanley R.Hoffman Associates,Fiscal Analysis,General Plan Update,Chi,of Rancho Cucamonga,October 2.2000 Stanley R. Hoffman Associates, Inc. 27 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analvsis - Resolution No. 04-208 Page 69 of 72 balancing building and safety costs in the long term. The line item of building and safety costs is not projected in the fiscal analysis. Community Services. As shown in Table 4-5, City Community Services costs are estimated to total$2,337,520 in 2003-2004. On a per capita basis,this cost is projected at $15.94. Libra . As shown in Table 4-5, the Rancho Cucamonga library costs are projected at $12.90 per capita, based on a library annual budget of $1,891,680 and population of 146,666. Fire District Transfer. Based on the proposed fiscal year 2003-2004 budget the General Fund is transferring $1,136,770 to the Rancho Cucamonga Fire Protection District to supplement the District's other funding sources. Based on the total population and employment estimate of 193,871, the General Fund transfer cost to the Fire Protection District is projected at$5.86 per capita and employee. General Government Costs. Table 4-9 presents the estimation of general government costs. All City costs are categorized as either general government costs or non-general government costs. General Government costs are related to City administration and are generally not associated with direct line department services to City residents or employees. Non-general government functions provide direct services, such as animal control, police, or community services. As shown in Table 4-9, general government costs are estimated at $10,483,060. Non- general government costs are estimated to total$34,330,390. The general government as a percent of non-general government costs is equal to 30.5 percent. Due to economies of scale, it is estimated that the marginal increase in general government costs would be one half of this amount, or 15.3 percent. The 50 percent marginal increase in general government costs is based on the fiscal methodology for the General Plan Update. Stanley R. Hoffman Associates, Inc. 28 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Anaivsis Resolution No. 04-208 Page 70 of 72 TABLE 4-9 HENDERSON CREEK ESTATES CITY OF RANCHO CUCAMONGA ESTIMATION OF GENERAL GOVERNMENT COSTS (In Constant 2004 Dollars) ,11:GENERAL FLIWEXPENDITLIRIES. General Non-General Total Government Government Non-Departmental General $3,278,500 $3.278,500 Non-Departmental Personnel 218,030 218,030 Cry Council 90,850 90,850 City Manager 801,140 801,140 City Clerk 371,430 371,430 Animal Control Services 452.250 452,250 Emergency Preparedness 122,090 122.090 Administrative Services-Administration 377,170 377.170 Business Licensing 209,380 209,380 City Facilities 1,485.860 1,485,860 Finance 604.650 604,650 Geographic Information Systems 3134.890 304,890 Management Information Systems 1,938.140 1.938.140 Personnel 291,270 291,270 Purchasing 340,890 340,890 Risk Management 167,220 167,220 Treasury Management 3,640 3'64H0 Community Development Administration 0 0 Building&Safety 4,142,290 4.142,290 Engineering-Administration 332,760 332,760 Engineering-Construction Management 825,700 825,700 Engineerfing-Development Management 1,186,290 1,186.2% Engineering-NPDES 492,720 492,720 Engineering-Project Management 144,280 144,280 Engineenrig-Traffic Management 220,710 220.710 Facilities Maintenance 1,903,950 1S03,950 Integrated Waste Management 624,310 624,310 Planning 1,749,700 1,749,700 Planning Commission 9,570 9,570 Street and Park Maintenance 3,648,130 3,648,130 Vehicle&Equipment Maintenance 854,740 854,740 Community Services-Administration 2,337,520 2,337,520 Park and Recreation Commission 2,730 2,730 Fire Administration 0 0 Police Administration 15,280.650 15,280.650 Redevelopment Agency Administration 0 9 GRAND TOTAL GENERAL FUND S41,813,450 $10,483,060 $34,330,390 21'CALCULATION OF GENERAL,GOVERNMENT.COSTS::, Estimated General Government Expenditures $10,483,060 divided by Estimated Non-General Government Expenditures $34.330.390 equals General Govesmoreent as percent of Non-General Government Costs 30.5% Marginal Increase in General Government Costs @ 50%' 15.3% Note 1 Marginal Increase assumptions are based on the fiscal methodology used for the General Plan Jiduats Source: Stanley R.Hoffman Associates,Inc City of Rancho Cucamonga.Fiscal Year 200N04,Adopted Budget Stanley R.Hoffman Associates,Fiscal Analysis,General Plan update,City of Rancho Gvc..-oga,October 2. 2000 Stanley R. Hoffman Associates, Inc. 29 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 71 of 72 0 Contingency Costs. City General Fund contingency costs of 15 percent are applied to projected costs to account for budget and economic uncertainties. The contingency cost factor of 15 percent is based on discussion with City Finance Department staff during preparation of the fiscal analysis of the General Plan Update. Rancho Cucamonga Fire Protection District Annual recurring fire protection costs are not projected for the Henderson Creek Estates project. Based on the Plan for the Provision of Municipal Services Annexation No. 01-01 to the City of Rancho Cucamonga prepared by the City,the RCFPD currently has adequate funding to provide fire protection within it jurisdictional boundaries. Stanley R. Hoffman Associates, Inc. 30 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis Resolution No. 04-208 Page 72 of 72 APPENDIX A PERSONS AND AGENCIES CONTACTED City of Rancho Cucamonga Debra Meier, AICP 909-477-2700 County of San Bernardino Local Agency Formation Commission Deputy Executive Officer 909-387-5869 County of San Bernardino Auditor Controller's Office 909-386-8831 O'Donnell/Atkins Mackey J. O'Donnell 949-705-5600 SPS Development Services, Inc. Steven Paul Stewart 714-839-0850 Stanley R. Hoffman Associates, Inc. 31 Henderson Creek Estates March 25, 2004 City of Rancho Cucamonga Fiscal Analysis