No preview available
HomeMy WebLinkAbout1983/09/21 - Agenda Packetp C,: CA.N001,C \�. Q 0 RnNa+o CUcAnloivca OUNC IL CIIT� Y� m T C CYE1\M 1977 Lions Park Community Center 9161 Base Line Road Rancho Cucamonga, California September 21, 1983.- 7:30 p.m. All items submitted for the City Council Agenda must be in Writing. The deadline for submitting these items is 5:00 p.m. on the Wednesday prior to the meeting. The City Clerk's Office receives all such items. 1. CALL TO ORDER A. Pledge of Allegiance to Flag. B. Roll Call: Buquet , Dahl , Frost Schlosser _, and Mikels _ • C. Approval of Minutes: None submitted. 2. ANNOUNCE a. Tun sday, October 4, 1983, COMMISSION DEVELOPMENT CODE Community Center. b. Recognition of Service to Hickcock. RENTS 6:30 p.m. - PLANNING WORKSHOP - Lions Park the community - Robert 3. CONSENT CALENDAR The following Consent Calendar items are expected to be routine and non - controversial. They will be acted upon by the Council at one time without discussion. A. Approval of 'Warrants, Register No. 83-9 -21, and Payroll i of 9 -8 -83 in the total amamt or $300,926.11. 1 B. Alcoholic Beverage Application for On -sale Beer A Wine 2 Eating, Piano, Roy D. Lindenblatt, Jr., 8800 -8 Base Line 12 Road. City Council Agenda -2- September 21, 1983 \J C. Forward Claim against the City by David Walter Hough to 3 the city attorney and insurance company for handling. D. Forward Claim against the City by William Prichard to 6 the city attorney and insurance company for handling. E. Forward Claim against the City by Canissa Wulf to the 13 city attorney and insurance company for handling. F. Forward Cla'.m against the City by Signal Maintenance 18 Inc, to the city attorney and insurance companv for hand Iinv. G. Recommend Chet City Council approve the City Engineer's 28 acceptance of the Base Line Road Overlay improvements (43- 20 -51), authorize the City engineer to file a Notice of Completion with the County recorder, and to release the performance surety and retention bonds. Fait!;fui Performance Bond $54,961.00 RESOLUTION NO. 83-161 31 • A RESOLUTION OF THE CITY COUNCIL OF THE CITY CF RANCHO CUCAMONGA, CALIFORNIA. ACCEPTING THE PUBLIC IMPROVEMENTS FOR BASE LINE ROAD OVEFLAY IMPROVEMENTS (43- 20 -51) AND 07.'I3i1I7.ING THE FILING OF A NOTICE OF COMPLETION FOR THE WORK. H. Recommend awarding of Sapphire Street Sidewalk 32 Improvements (06- 25 -71) to Tri -City Construction, the lowent responsible bidder, at $30,902.29 and authorize funding plus 10% contingency. I. Recommend approval of Parcel Map 7972 submitted by 34 Pneudraulics, located at the southeast corner of Arrow Route and Helms Avenue. RESOLUTION NO. 83 -162 37 A R,SCLIITION CF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING PARCEL MAP 7972. J. Recommend award of Traffic Signal contract at Archibald 38 and 4th Street to Grissom and Johnson, the lowest responsible bidder, at $68,330 and authorize funding plus 101 oontingenoy. City Council Agenda -3- September 21, 1983 CJ K. Re rommend approval of Parcel Map 7000 submitted by James 43 De Bose located on the south side of 19th Street, east of Jasper Street. RESOLUTION 10. 83 -163 46 A REscLurION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING PARCEL MAP 7000. L. Release of Bond for Tract 0435, located south of 19th 47 Street, east of Haven Avenue. Owner: Crisman Deve'.-pn^ct Coup. R-Il ase Monumentation Bond $3,250.00 M. Release of Improvement Security for 6123 Amethyst 48 Street. ➢-.provcment Security $3,600.00 N. Recomm,�nd that Base Line Road be designated as a • 'Thrrouah Street." The designation was omitted from the list or:?:naliy established by San Bernardino County and adopted by the City. RESOLUTION NO. 83 -164 55 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DESIGNATING BA!!F, LINE ROAD AS A THROUGH STREET. 4. ADVERTISED PUBLIC HEARINGS A. ENVIRONMENTAL ASSESSMENT AND ZONE CHANGE 83 -03 - LEE. A change of zone from A -1 (limited agriculture) to R -3 (multi - family residential) for 1,93 acres of land Isra t•d on the west aide of Vineyard Avenue between Arrow Rnut� and Foothill Boulevard - APN 207- 211 -24. StafC report by Michael Vairin, Senior Planner. CRDI)IINCE NO. %09 (second reading) 56 AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, REZONING ASSESSOR'S PARCEL NUMBER 207- 211 -24, LOCATED ON THE WEST SIDE OF VINEYARD BETWEEN ARROW ROUTE AND FOOTHILL BOULEVARD FROM A -1 TO R -3• Imo, ` "J City Council Agenda -4- September 21, 1983 B. ORDERING THE WORK IN CONNECTION WITH ANNEXATION NO. 14 57 TO LANDSCAPE MAINTENANCE -DISTRICT NO. 1. It is recommended that the CiLy Council approve the Resolution ordering the work in connection with Annexation No. 14 to include Tract Numbers 12090, 11144, 11173, 11173 -1, 12184, 11663, and 12019 through 12025• Staff report by Lloyd Hubbs, City Engineer. RESOLUTION NO. 83-165 64 A RESOLUTION OF THE CITY COUNCIL OF THE CITY 0? RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE WORK IN CONNECTION WITH ANNEXATION NO. 14 TO /011 11 LANDSCAPE MAINTENANCE DISTRICT NO. 1 FOR TRACT NOS. 12090, 11144, 11173, 11173 -1, 12134, 11663, AND 12019 THROUGH 12025. 5. NON- ADVERTIZED PUBLIC HEARINGS • A. AMENDMENT TO THE BUSINESS LICENSE ORDINANCE. An ordinance to clarify the meaning of gross receipts for real estate brokers. ORDINANCE NO. 208 (second reading) 73 AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, AMENDING SUBSECTION A5 OF SECTION 5.04.290 OF THE RANCHO CUCAMONGA MUNICIPAL CODE TO CLARIFY THE MEANING OF GROSS RECEIPTS OF REAL ESTATE BROKERS FOR THE PURPOSES OF BUSINESS LICENSE TAXES. 6. CITT MANAGER'S REPORTS A. DRAFT FOOTHILL COMMUNITY PLAN. The City Council will 74 conaider renommendations on the Draft Foothill Community Plan for the irea within the City'n sphere of influence north oC the city's Incorporated boundary. I I* City Council Agenda -5- September 21, 1983 RESOLUTION NO. 83 -166 88 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, RECOMMENDING TO THE BOARD OF SUPERVISORS OF THE COUNTY OF SA:' BERNARDINO CERTAIN ACTION TO BE TAKEN UPON ADOPTION OF THE DRAFT FOOTHILL COMMUNITY PLAN. B. CABLE TELEVISION. Consideration of utilizing a cable 92 televioion consultant to develop a comprehensive cable television ordinance for the City of Rancho Cucamonga. C. CONTRACTS WITH CONSULTANTS ON THE HOUSING MORTGAGE BOND 98 PROGRAM. The approval of contracts for services from the Financial Advisor, Bond Underwriter, Bond Counsel and Feasibility Consultant on the Housing Mortgage Bond Program. Council had approved selection of the three consultants at a prior meeting. • 7. CITY ATTORNEY'S REPORTS Na items submitted. 8. COUNCIL BUSINESS A. CONSIDERATION OF FILLING VACANCY ON THE PARKS ADVISORY COMMITTEE. 9. ADJOURNMENT • CITY OF RANCHO CUCAMON, REDEVELOPMENT AGENCY STAFF REPORT DATE: September 21, 1483 T0: Members of the Redevelopment Agency FROM: Jack Lam, AICP, Assistant Executive Director SUBJECT: FINANCIAL PLAN FOR PUBLIC FACILITIES AND SERVICES THE PROJECT The F ... ancial Plan for Public Facilities and Services is intended to provide detailed fiscal analysis of resources and costs as well as develop a strategy for implementation. Also included will be a fiscal model enabling easy update and analysis on a small computer system. The Plan will help meet the goals of the General Plan as well as the Redevelopment Plan as an important economic and housing component. BACKGROUND The City Council appointed Mayor Mikels and Councilmember Frost as a subcommittee to review proposals for the project. After interviewing three finalists, the Committee has recommended the firm of Land Econo- mics Group in conjunction with Angus McDonald and Associates to do the project. The Committee selected the firm for the following reasons: - The firm's expertise and capabilities in the areas of municipal finance, fiscal modeling and land economics. - The quality and completeness of the proposal. - Experience and degree of direct participation by the firm principals. - The firm's resources for completing the project and its ability to work well with all parties involved. - Familiarity with Rancho Cucamonga, the region, and its facilities needs. The proposal is a direct response to the RFP (request for proposal) which is attached to the staff report along with the proposal itself. Financial Plan for Public Facilities and Services September 21, 1983 Page Two The proposal as submitted stated a contract price of $72,000. Staff has negotiated a final contract of $55,000 with a $5,000 time and mate- rials contingency. Since the UP purposely left out equipment (to allow the City to control selection and cost) it is recommended that the dif- ference between the original cost and the final contract cost be util- ized to purchase digital equipment for the fiscal model, thereby resulting in a total project cost not to exceed $72,000. Further, Council will recall that $18,000 was specifically budaeted to begin purchase of data processing equipment and to start parcel based data management systems. It would be desirable to combine the analysis of parcel based systems needs with the fiscal model needs to eliminate any conflict between programs and provide a more cost - effective hardware purchase. The consultant has agreed to incorporate this in the first month of the work program. Therefore, staff recom- mends that no equipment be purchased now, and to await the consultant recommendation before deciding on a possible combined purchase of equipment. The purchase of equipment must be timed for the second month of the project to enable use of the fiscal model and completion of the financial plan project. RECOMMENDATION 1. Approve selection of Land Economics Group /Angus McDonald and Associates. 2. Approve the consultant contract for $55,000 with a $5,000 contingency and authorize the Mayor to sign the contract. 3. Budget from the Redevelopment Housing setaside fund a total of $72,000 for the project and establish program account. 4. Postpone selection of equipment until consultant submits recommendation, Reipectfu y submitte , J LAM, AICP Assistant Executive Director JL:jk Attachments: Consultant Contract Fiscal Modeling Proposal Request for Proposal J* 0 Fiscal mo<3eling system A Description Prepared For City of Rancho Cucamonga by: Anguo .fc UOndld s Associates /The Land Economics Group In Association With Hall S Foreman, Inc. M June, 1983 83 -1052 TABLE OF CONTENTS ppr PAGE I. Overview . . . . . . . . . . . . . . . . . . . . . . . . 1 A. Purpose . . . . . . . . . . . . . . . . . . . . . . 1 B. Examples of Output . . . . . . . . . . . . . 4 - 17 Table I -1 Index to Exhibits . . . . . . . . . . . 3 II. Systems Organization . . . . . . . . . . . . . . . . . .18 Figure II -1 . . . . . . . . . . . . . . . . . . . .19 A. Format of Reports . . . . . . . . . . . . . . . . .18 0. System Flow . . . . . . . . . . . . . . . . . . . .18 1. Project Description . . . . . . . . . . . . . .18 2. Expenditure Estimates . . . . . . . . . . . . .20 3. Revenue Estimates . . . . . . . . . . . . . . .21 4. Assessment Spread . . . . . . . . . . . . . . .21 C. Using the Models . . . . . . . . . . . . . . . . .22 III. Data Requirements . . . . . . . . . . . . . . . . . . .24 A. The Geographic Base . . . . . . . . . . . . . . . .24 B. Land Use and Development Plan . . . . . . . . . . .24 C. Expenditure Estimates . . . . . . . . . . . . .25 D. Revenue Estimates . . . . . . . . . . . . . . . . .25 E. Assessment Spreads . . . . . . . . . . . . . . . .25 IV. Computer Requirements . . . . . . . . . . . . . . . . .26 ppr I. OVERVIEW The fiscal analysis computer models used by McDonald 6 Associates have been developed and integrated into a single system through a continuing process that began in 1980. The modeling system grew out of the batch processing computer models that were used previously. The models now take full advantage of: • the firm's in -house computer • modern data base concepts that permit truly interactive computing and efficient testing of "what if" alternatives The following paragraphs describe the purpose and products of the fiscal modeling system: Purvcsp The fiscal modeling system is based on four related concepts: Scarcity_ Since the passage of Proposition 13, local governments in Caii'.ornia have had to take extreme care in assuring that land use and development decisions are financially sound and mutually equitable for existing and new residents. Combl--x itv. Public finance in California has become increasingly ro :pi-ex aria this complexity has affected the procedures that must be used to forecast revenues and expenditures. For example, the taxable market value of real property is now a function of rate of change in ownership as well as taxable value. The motor fuel tax responds to a complex relationship between vehicle registration, relative taxable value and population. Clarity. The increasing complexity of intergovernmental finance in the "ace of diminishing resources has created a need for clarity in presenting alternatives to appointed and eleuted officials. The fir al impacts of a proposed action must be related to the well established bupgetary process in a local govcrnire nt. It is very undesirable to describe fiscal impacts in terms that are not familiar to local officials. Fiscal impact r.iporte; must be consistent with existing and well established budgeting practices (i.e., analysis by fund). Uncertainty. A number of assumptions must be made in any fiscal anal'y'sIs. i, number of alternatives are normally available for distributing financial burdens among landowners and residents. The ranqu of calculations required to test sensitivity of assumptions and to test the equity of alternatives is extensive. The calculation effort required would be uneconomic without the support of user - friendly computer models. o A single integrated data base for each project or .jurisdiction that permits interaction between assumptions about land use, expenditures, revenues and financing alternatives. A modeling structure that was designed to be used by management consultants and public administrators rather than by computer specialists. A set of input forms that absolutely require complete documentation of assumptions. The analysis can be reconstructed months or years after the analysis has been completed. B. Examples of output Table I -1 provides an index to exhibits of the types of analysis and the reports that are produced by the modeling system. 0 2 0 In response to these facts McDonald & Associates developed its computer modeling system. The system is characterized by: o A single integrated data base for each project or .jurisdiction that permits interaction between assumptions about land use, expenditures, revenues and financing alternatives. A modeling structure that was designed to be used by management consultants and public administrators rather than by computer specialists. A set of input forms that absolutely require complete documentation of assumptions. The analysis can be reconstructed months or years after the analysis has been completed. B. Examples of output Table I -1 provides an index to exhibits of the types of analysis and the reports that are produced by the modeling system. 0 2 TABLE I - 1 INDEX TO EXHIBITS Exhibit Page Description 1 4 REVENUES AFTER ANNEXATION 2 5 FUND BALANCES 3 6 POSITION SCHEDULE /EXPENDITURE ESTIMATE 4 7 FISCAL IMPACT STUDY /ADDED POPULATION 5 8 OUTPUT FROM BUDGETSUM PROGRAM Lists and totals jurisdiction budget by fund. 6 9 OUTPUT FROM FUELTAX PROGRAM. 7 10 Fueltax revenues by S s H Code Section (2104, 2106, 2107, 2107.5). 8 11 OUTPUT FROM DEVELFEE PROGRAM Development fees based on DU's added. 9 12 OUTPUT FROM PROPTAX PROGRAM Property tax by TRA and Planning Area. 10 13 OUTPUT FROM TAXAPPOR PROGRAM Property tax apportioned by Agency. 11 14 OUTPUT FROM PTTAX PROGRAM Property transfer tax. 12 15 OUTPUT FROM ANNUALS PROGRAM Spread sheet for general cost and revenue items. 13 16 SCREEN DOCUMENTATION All data entered using the Fiscal screens can be documented in this manner. 14 17 MENU OF FISCAL SCREENS AND PROGRAMS List of data entry screens and programs used in the fiscal model. 3 1 EXHIBIT 1 REVENUES AFTER ANNEXATION Fi te•otr.e: Aeneutson A•e.: All East Pile Alto CITY RE:'ES7E5 ! :,.wds of 198218: 8:!l:rsl 19E:184 1921,85 198!!A6 198:787 1987188 Fr,;nt/ tas 1543 1566 1590 1613 1637 S::es A•. 110 160 Ho 160 160 Prr;rts 7:rs4. 11r 8 18 to IB IR F,;rses, Fruls rd Fees 94 91 94 94 94 iee 1:5 125 135 125 125 F:•.es :-� re•iltlls If II 11 11 11 52 47 44 40 37 cp.::!e !. -t:eu is A2 512 542 512 512 N!vai -ne-.e S`,:•ug 90 I80 180 180 780 Non:'o u. Cw. A:B:n 35 35 35 35 35 ::.,t, %stl:e S,%!fl SA.vtw 40 40 40 40 40 Csss c! r:•el . -d Pro;rtY 109 115 116 117 lit .... .. ........ ...... ................. ... . . . .. .............. _ .... .__.. -------- 1 ;11 2769 2933 2955 2915 2997 .................................................. ... ...................... . . . . .. Fa! Ar 331 309 28: 264 211 Ve'n c!e ( :de Fs nos 91 91 91 91 91 lr tare st F:emngs - Fc10 Fund IE 17 16 15 11 ........................ ... --------------- ........ _.__..._.._..------ ...------ .. L•::I 113 117 393 370 319 .................................................. .................... ........... F41 :;r;:SE F04(S Fees L, Serrrces 1578 1578 1578 1578 1578 479D ON 19:6 1923 ON .................................. ........ --- .............. ........... ....._ Se.•u: rt(ratd 6 Assccutes 4 EXHIBIT 2 FUND BALANCES A:tr ,t n e: Inccrpor :tmc A: ;v:•: % ^sa: Entire Are4 I I IDcuseo7s of 19x'.16; 1014rs7 e 199;!91 19EA,E5 195;756 19e6A; 193.'1x9 Sts. ; .F1. II 0 e:4 110? 1412 1992 A:1! iv 139 90 114 13. i ^,Y - ___.__...._----------------------------- 0 ,1 262 1192 _--- .- .- 1526 .___.---- 19:3 -...__ Ara.,: r,j v FU,: Silences L. . ,. F. -:f Fe... m le.'. 2610 2659 2712 2715 E Ge-;::_•.. 995 2332 2749 2122 234q Ne: :'.- :e e:l 27e 710 390 C; 119 424 709 366 341 &;e- ^.:.•e! 11 772 764 311 3..4 pie - :. •' Frs +e•s 0 Net C'.r:^ 4A -348 24 22 22 Ente+;rise F.n!s Fe.e-.es 14EE 1641 1611 1641 1641 IIE: 1641 1641 1641 161; Ir!•. :. -! in ^s +ens 0 ................................................... 0 0 .............................. 0 0 0 6re•.1 ;s . ail W, IC: le:'. 2 2:e p: +! e, -! 4 :3 90 111 136 Ns ISe laW ............... .................. .------------------ 1 :6: 1192 ....... I5:6 .--------- 19:3 . _...... 22 __._ I .!:c •.+::.e Inc cpv atl:n EXHIBIT 3 Ee; ;'a; h C . .................................. ------------- -------------------------------------- TOTAL POSIT TUN S;F; cL, Ut IPEN, I TUnE UT I PATE ---------------- 35.00 35.00 ...... 35.00 BQDEET UN:1: Public 9fety 044 -JAL EIPMULFE Bur Eep!oyer Yknc's AN.NJAL N'JN6EP Or PCS!il[N9 Salaries s rt un .......------------------- Salary Bereft S. 2 :cap! I! I I C' ?I ...................................... 196: /Et 199116; 192:16; 1556'0? 199':ee .....-------------- F_ ^.It: Safety Dve:tcr 41000 ,4 14.65 ........................ 1 1 1 1 1 , ,try +t 31100 .4 14.65 0 1 1 1 1 it•;P n: 307;0 .4 11.65 1 5 5 5 ::xte t:a 1157, ,1 11.6. D 2 2 2 1 to Em .4 14.65 1 17 17 17 1% ..r, prewt:: Cf !,:r• 26100 .4 14.65 0 3 3 3 3 :oa t_�a7 Eames Ca!:;r 195oo .4 Me 0 2 2 2 2 ........................... ............................... Su "•t:l 176" .4 .44 0 4 4 4 4 .................................. ------------- -------------------------------------- TOTAL 3.90 35.00 ---------------- 35.00 35.00 ...... 35.00 Percent of 044 -JAL EIPMULFE l7nouvads of 198:!53 42!1 :ea Salaries 190,1,:4 ...________________ 19BAf99 ___________ 198,!86 _____________ 1996127 19E1'E5 __ ____ Si vies r: Yg4s 104 83: 232 83: 8:: .. •:,are [e!:'s 0 to to 10 to Em 12 333 333 333 .. Y:•1v's Cs a•s4:1n II 109 100 IOB 109 ........................... ............................... Su "•t:l 160 1282 1192 1262 ._... 129. Clflte E_t; 11 rs V Lrunlutw .05 0 70 70 70 70 O!!: :r 2mtal 0 71 27 27 27 [:;:t:: C'U " 0 37 37 37 37 C:-t,W sv'n Ces 9,:ul C: >t•:I 10 20 20 20 20 Grnl De!e +se 7 7 7 7 7 .................... ............... ...t:tal .................------ ...._.____......_. 35 __............................. 161 161 161 16: CCS:3 A4:16: ........................ ............................... WE: tetail e47 not ad! Our to mCepedeot roun!in8 C .......... ............................... 0 0 0 0 0 195 144; 1113 1113 1443 80LP.CE3 At D2nald 4nd Atsa ;iates Wt: P: k eHVI 03 48, 1 i 2.91 t.-W Ix,bam pep I.l tug :A 10 141 42, 210 I •,2 I A4? U."? EXHIBIT 5 NJ,.. —, ln.s ^F:LGRI - W2-2/83 13:44:71 FACE 1 944'A Pk :WA COUNTY Rr.W(Y OF 1982/1983 EUDGE7: COSTS KliGET L711TS COSTS HUV ESTIIATED CC'IFiAL HID tngaslative aid AJ.ninistt•ative 1 926,949 CCUFTY-WIDE PER CAPITA Finaixe (t) s 5,919,856 CONTY -WIDE PFR CAPITA Cwnty Cassel s 816,817 COUGIT-UNT PER CAPITA Fe, cnoel f 734,395 COWTY-WIDE PER CAPITA Pro;erty I'anaq;;,ent f 4,217,958 CORITY-WIDE F'FR CAPITA Plant Ac A,iisition (1) 4 121,161 CWY-WIDE PER CAPITA Prowtion 4 376,794 CUWY-WIDE F'Et CAPITA Other General (1) s 419,251 CCYWFY-WIDE PER CAPITA Judicial (1) 4 12,079,605 CCLMY-WIDE PER CAPITA Police Protection f 11,031,311 CASE STUDY Detention and Correction; f 11,624,573 COSRY -WIDE FER CAPITA Fire prow.lien s 8,007,(.9 CASE STUDY P1vtettive Irspectnon (1) 4 2,608,983 COSRY-WIDE PER CAPITA Other Protection (1) s 2,633,6A9 COS4TT -WIDE F CAPITA Tr?nzp)r aticn Facilities 4 31,781 C(UrTY-WIDE PER CAPITA Haalth Caretental health (1) 4 18,532,.534 COti'ARIHLE AREA Hnpital Care 4 937,573 C(t7AFAPLE AREA Extal Services A.'etnistration f 10,670,343 CO2fU KE AREA Cate WlCal Aids s 19,674,380 MAWLE AREA General Relief (1) f 77,000 C(YLPARAPLE AREA Care of Jumile Coart Wards (1) f 6,D00 COMPARABLE AREA Cunty Veterans' Service Officer f 151,27, NO IMPACT E.,plo7,ent 6 Trainiml Prograns s 780,158 NO IMPACT Camty Library Cw.ittee (1) f 215,983 COSFTY-WIDE PER CAPITA Cxjeratiw Ertenston s 150,-,50 COROY-WIDE PER CAPITA Pnrk Teparvent 4 2,379,567 COUNTY-WIDE PER CAPITA PoAlic Wri:s•rounry Arts Co:mssion s 64,a15 UNRCO.fIDWED PER CAPITA SrrTOTAL P:R GE•E AL FUND 1115,190,359 EXHIBIT 6 01 /2e /83 17:53:05 ESTMATED HICM.'AY USERS' TAX PF.1 TJES COLWY of 3OLAla AS?) PTMS ?a:e Fiscal Year : FY 1481/1982 Frcportian of VeAules in hwnty in Reletien to state : 0.010 Fro "rtm of Vninccr5oratad Area Assessed Value to Canty Assessed Value : 0.215 Dollars in nm,ill teems (i.e. not ad,,usted for inflation). F;KAL FOFIILATION 2104 REMME 2105 RE'.'FIAIE TOTAL M-DUE YEAR (THYX4* S) ITwJSANDS) (MISANDS) 1981)1982 250,000 1 t 2113.8 f 2,281.9 1$82/1513 250,000 f 2,558.7 4 2598 t 2,818.3 1 ?83/1784 250,000 4 2;515.5 f 255.5 4 2,771.9 14111/1985 261,400 f 2,5.87.7 4 251.4 1 2,M.1 !?95/19!.} 261,400 f 2,545.0 f 247.4 4 2,792.4 FIVE f1AS `VPTO"AL 1 12:483.7 TOTAL SE1VJE $ 13,483.7 9 Ol /N /f3 IMMO EXHIBIT 7 LTIMTED HIOF{JAY Lr-1S' TA% REVU$JES CITY OF VALLEJO A rQ1Tlmr,: First Ye? of Anal•/5is : FY 1962 853 W lays in rvinal !eras Q e, net adjusted for inflation) FISCAL 1'1,4R FCPL:4T10N 2106 REl ^.UE 2107 REV£4h 2107.5 F:EVDNE TOTAL FLVE`FlE 1:'82/1993 83,000 $346,215 4597,741 4 7,500 t 951,456 1A53/1994 93,000 $3401574 $670,828 4 1,500 1 1,018,902 1994 /1985 v'" $335,0227 $659,744 1 7,500 1 1,002,270 1995/1986 94,400 1375,627 1731,962 1 7,500 $ 1,141,099 1°95/1997 94 :400 11389,169 11725,769 f 7,500 1 1,122,435 TOTAL R_ °.'faJE $ 5,23!,155 0 10 A u EXHIBIT 8 O'1W62 15:2"03 HOUSING DEVELOPMENT FEE REVENUES CITY OF PIALTO A °4!af 71 ?!IE: 2ese F9::al Year : FY 1992 Fc;vlat;on Grath Fate : 0.0 ?5 Foll er f:n,c ?re 1n C4rreat RBaarall `,r, es 6 <s.;ned F.x;e of Increase of Fe:eloncent Fee Per Ona • 0,05 A.era;o Fc F'ulataan per Housing L'oit • 2.50 FISCAL FOFULATION HOOTL10 Ur11T5 YEAR 57,985 AC'DED 1992 50,000 AN 183 51.1150 510 1984 52 513 7985 5 ?,845 525 1986 55,101 53e FIVE tEA6' A',TOTAL 1087 56,570 552 1x98 57,985 566 1',89 59,434 580 19en 60.920 62,443 594 609 1A 79,732 780 FIVE YEAR SUPTOTAL f 614 1992 64 , 004 A ?e 1993 , 65,!04 640 1994 67,244 x656 1995 69,1126 e72 1906 70,549 684 FIVE YEAR S!'IPTOTAL IA'97 72r 415 706 1908 74,225 724 1999 76 MI 742 200.1) 77,x83 761 2001 79,732 780 FIVE TEAR SOFTOTAL TOTAL PEcENOE 11 ADVITIONAL TOTAL DE:'ELOF ^,ENT FEENNIT • FEE A;LUONS> t 500 $ 0.200 1 52y s 0.263 4 554 S 0.284 t 583 t 0.306 f 614 4 0.731 4 1.30.4 t 646 t 0.357 4 680 4 0.3BS f 716 t 0.415 1 754 t 0.448 F 793 t 0.483 $ 2.088 F 835 t 0.521 4 879 t 01563 4 925 t 0.507 S 974 1 0.655 1 1,025 t 0.•07 t 3.053 t I've $ 0.762 t 1,136 1 0.823 { !,196 4 0. °.88 t 1,259 f 0. ?58 1 I,:dS 4 1.033 4 4.04 t 10.988 5 N 114µ IwKI weS:S :v)6T1 xu T9G Pofl: �: pI1JVn W/d 1(.91t4T �noants a mcx«s uw� :nnn nrsw xww MW Mww Isms I.Tn snns ;.mn x.m« M X_ ~ H MMIK Y1: W p ce e 1 e e o 0 0 ,w ID Y. W l.lY I Ifl. 11x1 11.x1 ].I Z! vm ..M oII ]dL xo,nr 121«I Ix" ;•,ir .[ sxfw n],n. :«.ax a.,x:x m,ea ]].,'m zs,m �rz ✓..�,v e e 1 e .,no u,no x..eu II,.a oF:l o,l 1 MIDI 011W M.w VIII. ns,.ls 1.51. sw mK n,ID ».]« «aR In.bl In,W m,x1 vem nN9 ll]A]s b4xp '4:J 4pC' ISTY IIMVf IXPd 19%w 4 a: 0.: Wl [I'.1 uY1L4 Y..OI ItC.YA Ir 1.11•Y IItl.M RIXq I.Ii.11 Inl \q W G41w: Inp Nl0.R 1V V Jrt10nP15 Ir 1.11•Y IItl.M RIXq I.Ii.11 Inl \q 1"n:q �< III.kO TI.M Y1..[0 1X.:A 111 ?'A IL'.%f v.loo n.xa H w.m K+.an I,Ix we I.'as.:w I.us.m 1.✓d.Ae I,m.xo IaY.+oo t,m.gv e.ry sro r....m I.ISI.m �" n r. a X H �3 r OY Irl J.6r :+GTY IHI�n Iryly 1.Y'.V I</1Y I.y V. :nnq 1•ry r. 11•.l a o IN iN :n ,' 1•e v no m IN IN l.aro .o w en 1' I }1llP .11p }I fM n.� ;'( •.fU i:V eSi if IN IS.M t'..11f .].IIC [I.lm )).1m Z :1 w.I R+ +arru6 u n,(t tpryl r] Mt:wn Md IarvRT nwn ru I� +M TtuS� a :1"1 rlpn I"In IT4 1N..q Inns : «an :w.M A%•o: .qna} o :xro :.vo I,}ro rw x q.ao e o q q r o 0 ao w no no .:o sY. o .r. e 1tl ),010 )•tl> )•.p },.y I].d0 I.,Ob A.Im A.sl4 ,y.f)0 0 ,a,tl 1 n.w vaw 1 � AW a n.:a o m,no a n.•a o nsa A.�a 0 n.}x 0 n...o X H �3 r 05/23183 01: + ^:25 FISCAL STUD (z Bu G9ev 1[em Name STRAWBERRY ANNEXATION CITY OF TIBCRON MORE COOOtES ____________________________________ G YEAR PUPVLATION _______________________________ MULTIPLIER OREVENUE ________________________ ONETIME TOTAL YEAR REVENUE REVENUE REVENUE ______________________________________________________________________ 1982/1983 1. 2YB a 25.00 f 32.200 _______________________________ 4 `00 12,7DO 1933/1984 11295 s 25.00 1 32.400 t 500 6 32,900 198411985 1.305 1 25.00 f 32.600 1 500 s 33.100 198511996 3!6 1 25.00 f 12,900 .1 1.000 1 33.900 1936/1991' 1.326 s 25.00 s 331200 s 1.000 t 34,200 19B / /1998 1,349 t 25.00 s 33,700 ♦ 1.000 t 34.700 tr 1988/1989 1.312 25.00 t 341300 1 21000 1 361300 1989/1990 1.396 t 25.00 f 341900 ♦ 2.000 ♦ 361900 1990/1991 1.419 t 25.OD 1 35.500 ♦ 21000 1 3 ?.500 199.11992 1.a+2 . 25.00 s 36.100 ♦ 2,000 1 33.100 Sn,,,.: Mc D., 1.1 6 Azzacla[es CO 1+ lb r EXHIBIT 13 SAMPLE SCREEN DOCUMENTATION BUDGET SCREEN BUDGET ENTRY SCREEN 06/21/83 {1. COST OR REVENUE: [C) ?2. FUND CODE: [O11 EJ. CODE: (11001 1. JF BUDGET ITEM: [Legislative and Administrative ] 2. A :IOUtiT FROM BUDGET: [4775,064.00 I 3. DRIVER CODE: (1 ) 16 u 0 0 EXHIBIT 14 FISCAL STUDY PROGRAM /SCREEN MENU SC"ErN5 FOR DATA ENTRY S1 STDASSUM STANDARD ASSUMPTIONS USED IN STUDY S2 PROJDESC PROJECT DESCRIPTION S3 TAXVAL EXOGENOUS A/V ENTRY S$ POPFILE EXOGENOUS POPULATION ENTRY S5 DP.I'JO?7,% ESTIMATING PROCEDURES (e.g., PERCAPITA) S6 FUNDNAME FUNDS BY JURISDICTION S7 B'_CGET BUDGET ITEM DESCRIPTIONS S3 GASTAX PROJECT SPECIFIC DATA FOR FUELTAX PROGRAM S9 GAtZAXn CONSTANTS FOR FUELTAX PROGRAM SID CIGTAX CONSTANTS FOR CIGARETTE TAX PROGRAM S1: TAXSALES TAXABLE SALES DATA S12 TAXF''CTS TAX ALLOCATION FACTORS BY JURISDICTION S13 BOTLIN—_ EXOGENOUS CASE STUDIES ENTRY PP.CGRA!IS )i: FISCAL STUDY PI ANNUALS SPREAD SHEET FOR GENERAL COST /REVENUE ITEMS DUD;',SUN ECHOES JURISDICTION BUDGET BY FUND i'3 r5TPA0 SORTS BUDGET ITEMS BY ESTIMATING PROCEDURE. CI C, R 7V COMPUTES CIGARETTE TAX REVENUES P5 DLViiT,FF.F, COMPUTES DEVELOPMENT FEES BASED ON DU'S ADDED Pb FUCLPAX COMPUTES HIGHWAY USER'S TAX REVENUES P7 INHABIT COMPUTES PROJECT DU'S ADDED Pd PJPULATE COMPUTES PROJECT POPULATION P9 PPOPTAX COMPUTES PROPERTY TAX USING JARVIS —GANN FACTORS PID PT'. "AX COMPUTES PROPERTY TRANSFER TAX PL1 TRXAPPOR COMPUTES PROPERTY TAX ALLOCATIONS TO JURISDICTIONS PI2 SALT; S': AX COMPUTES SALES TAX BASED ON POPULATION 17 II. SYSTEM ORGANIZATION The sequence of steps in the fiscal modeling system is summarized in F'iyure II -1. The following paragraphs first describe the overall pnilosophy behind the design and layout of the reports that the computer models produce. Then there is a description of the major steps in the process and a bummary of the user's respons:btlity when using the models. A. Format of Repo` its The system is based on a report generator that permits all reports to be formatted in a manner that is familiar to the public ert: :ncy or agencies for which each fiscal study is rele':ant. The accounting f•cnds, the budget categories and the accountinq conventions are programmed to be exactly comparable to the budgeting and financial control procedures that are actually used by the jurisdiction. There is no accounting vocabulary that is inflexibly incorporated into the models. The accounting categories used by the jurisdiction are incorporated into the .me 'cl. For ezamble, if the jurisdiction uses a revenue category "Uses of Money an Property" the financial model uses an exactly equivalent_ category. Since the models have been designed with . tnis requirement in mind there is no need to reprogram the models to accomplish this end. B. Svstem Flow The major elements of the model are summarized in the following paragraphs: 1. Project Description T:oo 'key to all subsequent manual and computer -based analysis is a clear unambiguous description of the project (or other action) th,lt is being analyzed. The land uses are described in a standardized format that includes: Location of each land use relative to taxing jurisdictions, Den:;it/ for other indication of land use. o OrZgical T,arket value per unit (e.g. per dwelling unit, per squara foot) . o Demographic characteristics of the occupants or users. O Number of units in place at the start of each year (or other ttTe period). . 18 x. '7. Figure II-1 0,1 —view of the Fiscal Modeling Systeri t project description is the "driver" for all subsequent estimates whether they are prepared by hand or by computer model. This project description can be modified to test the sensitivity of conclusions 'o assumptions about market vaiue, number of units actually constructed, etc. 2. Exoenditure Estimates The fiscal modeling system is based on the point of view that although revenues are normally succeptinle to estimation by computer mo;lel, public expenditures are not. A public expenditure represents a decision, rather than the working of a rule or law. An administrator decides: o Wnat level of service will be required. o What staffing pattern or other technique will be necessary to provide the service. • whether existing capacity or changes in organization can reduce or eliminate any incremental costs. • Whether capacity has now been reached and a small extension of service requires a major extension of infrastructure or a major restaffing. These decisions must be carefully analyzed by the responsible individual rather than be modeled based on average experience. The modeling system allows for decision making about expenditures outside of the model, but provides extensive computer -based assistance to the decision maker. For example, personnel requirements ana staffing associated with a project are decided rather than modeled. Once the number of staff in each position has been decided the computer model removes the labor of calculating salaries, fringe benefits and burden. In some cases the decision is made that a case study is not warranted because of the size of the budget unit and in that case a simple algorithm would be included in the model. An example might be to charge all proposed projects a per capita or per square foot average charge for services from the agency's finance department. The importance of professional judgment is even greater when capital expenditure estimates are being made and priori�+es are being established. This process normally requires engineering judgment that must be applied outside of the model. The results can then be part of the input to the model. k' I;k 20 Revenue Estimates Revenue estimates, in contrast to expenditure estimates, are quite amenable to mathematical modeling. In some cases the calculation is so complex that a manual effort is virtually impractical. The prime example is the property tax. Since the passage of Proposition 13, the increase in taxable market value of an individual parcel is limited to two percent per year (or the rate of inflation, if it is lower) until a change of ownership takes place. Also, the share of the one percent rate applied to taxable value that an individual jurisdiction receives depends critically on the location of the parcel within the jurisdiction. The jurisdiction's share of the growth in taxable value (the tax apportionment factor) can vary widely from place to place within the jurisdiction. .n Thus, a valid evaluation of property tax revenues depends on both a complex algorithm that recognizes the interrelationship between property turnover rate and taxable value and a capacity to sum. the results of the calculation for a large number of tax rate areas. A revenue - estimating algorithm is incorporated into the fiscal analysis model for each significant revenue budget unit used by the jurisdiction. Each algorithm is selected to be appropriate to the project or action that is being evaluated. For example, if a project is relatively small, the calculation of motor fuel tax revenues is fairly straightforward. If the project is large enough to increase the growth rate of the jurisdiction beyond whatever baseline assumption about growth that is being used (e.q., the California Department of Finance's projections) then much more sophisticated calculation is required. The estimating procedures can be discussed at the outset with the appropriate jurisdictions to assure compatibility with local practice and to assure acceptability of assumptions when the analysis is completed. Assessment SFread It the financing plan for a proposed project or other action " includes the concept of charging a portion of the expenditures to benefitted properties, it is important to test alternative formulae by which benefitted properties would be charged. Within the established legal principles applying to the allocation of cost in proportion to some measure of benefit there is a wide range of discretion. There is no precise definition of equity that all landowners would accept. 21 There is, however, a general principle that equity will be perceived when it emerges (or "I'll know it when I see it "). It is very useful to be able to test alternative "spreads" of proposed expenditures to benefitted properties to demonstrate to affected landowners: o That the proposed financial burden is realistic relative to the value of the land. That the financial burden is, in fact, proportional to a reasonable measure of benefit. o That the neighbors of a individual benefitted property are being treated comparably and equitably. The process of reaching a consensus on an equitable assessment spread is aided if alternatives can be tested and if the burden on each benefitted property can be illustrated quickly and efficiently. The assessment spread model within the fiscal analysis system permits the rapid testing of alternative allocations, Using The Models 0 The whole point of the fiscal modeling system is to permit a responsible analyst or administrator to interact with the data bAse, assess fiscal impacts and test realistic alternatives for financing or for other fiscal mitigation measures. This purpose would not bin -cr^ed unless the analyst was able to interact directly with the computer models, to see the results of intermediate or final calculations very quickly, and to make adjustments in assumptions or data to test alternatives. The models were designed to accomplish this consultant /data base interaction without the intervention of a computer specialist. The models are used on a day -by -day basis at McDonald s Associates. All members of the consulting staff are expected to be familiar with the modeling framework and capable of using the models without technical assistance. Technical._ input and assistance is available, of course. Members of the firm who are specialists in computer modeling are involved in preparing algorithms for special situations that would not properly be addressed by an available algorithm. Nonetheless, the intent is that each consultant be fully capable of interacting with the models. This intent has successfully been accomplished. This is demonstrated by the fact that analysts with educational backgrounds ranging from operations research to history have been able to use the modeling system effectively. The required 22 I� training time is limited. An analyst can be productively using the models within a matter of hours. Ease of use does not lead to excessive computation and a shortage of common sense, however. The output of each algorithm is designed to require documentation of all key assumptions. These assumptions are available for critical review. The models are regarded as a way of reducing computational effort and, thus, providing more time for analysis and recommendations. 23 ; III. DATA REQUIREMENTS 0 The following paragraphs describe the data requirements of each of the major submodels. A. The Geographic Base The modeling system requires identification of land use assumptions for each geographic subarea but the definition of each subarea is variable depending on the purposes of the project. At a minimum, the geographic base for a particular project must be classified by Tax Rate Areas - -the geographic subareas that are served by a unique combination of government agencies. In some cases, if the tax apportionment factors for a number of tax rate areas are approximately equal, it is possible to use "pseudo" tax rate areas that are virtually identical. If the fiscal evaluation involves an assignment of costs for capital facilities in proportion to an estimate of benefit conferred on different parcels, it is essential that each major land holding be identified separately. Then, alternative allocations of cost can be tested. An illustration can be prepared showing the financial burden that would be placed on each benefitted property. Land Use and Development Plan A separate allocation of land uses to land area must be made for each significant land use that is a part of the proposed project. Residential uses are normally distinguished by density and commercial /industrial uses are usually classified by use. In the case of a development project, a residual portion of undeveloped land is calculated. In most cases it is preferable to phase the development over time, either year by year or phase by phase. A single "end - state" analysis, after a development process has been completed, may be acceptable for a small project. If a major, multi -year project is being evaluated, a test must be made of whether there is a fiscal balance of a year -by -year or phase -by -phase basis. The question of whether the data -base need include data about existing land uses, in ae.dition to development associated with a proposed project depends on the purposes of the analysis. If the impact of a proposed project is the only item being analyzed it is not necessary to consider baseline land uses. If the purpose of the analysis is, for example, to prepare a financial forecast , for a jurisdiction, then it is necessary to consider land use and development throughput the jurisdiction. 24 Expenditure Estimates In. almost every instance department staffs must be asked to prepare a public services plan and an analysis of costs, at least for major public services that would be impacted by a proposed project. The reward to the departments for making this effort is a public services plan /cost estimate that reflects actual policy and intentions of the jurisdiction. As noted previously, the preparation of estimates of capital improvement costs normally requires the exercise of professional engineering judgment. A device that has proved to be very effective in reducing workload and the potential for misunderstandings is to conduct an initial information session with affected departmental staffs. The purposes of the fiscal analysis can be explained, technical assumptions can be summarized, and data forms that may reduce workload and effort can be distributed. This technique has proven itself in practice. Revenue Estimates The computer models that produce the revenue estimates also provide for input and display of such technical assumptions as baseline population, per capita revenues (where applicable), inflation rates to be used, etc. These assumptions are often conveniently available from a previous project and can be modified to suit the circumstances of a new evaluation. However, great care must be used by the analyst in selecting the basic assumptions. They must be exactly relevant to the circumstances of the project being analyzed, rather than being used as a convenience because they were easily available. The parameters that determine the revenue estimates are usually available from published sources or through the use of an analyst's judgment. In some circumstances documentation for a r ^venue estimate may be a major research effort in ana of itself. If t.hcre is a question, for eeample, about the feasibility of a sh:ppiny center, the estimate of taxable retail sales per square toot mrnht involve extensive market research. AA E. Asnessment Spreads The portion of the data base that will be used to test alternative allocations of cost to benefitted properties depends strictly on the application that is being considered, If only very straightforward alternatives are being tested (e.g. allocation by area, possibly differentiated by land use) then only these basic data elements need be included, for each parcel. If a more complex spread formula is being test (e.g. involving 25 peak -hour trip generation) then the data base is more complex. • The data babe design provides for up to ten fields per parcel that can be used to test different spread formulae. IV. COMPUTER REQUIREMENTS The fiscal analysis model currently runs on an ONYX C8000 computer with four partitions, each with 65,536 bytes of random access memory. Each of four simultaneous users can address a hard disk with fourteen megabytes of memory capacity. The software runs on the Oasis operating system which was designed and is maintained by Phase One Systems, Inc. Both a medium -speed printer and a low -speed letter - quality printer are available on the system. Pit i 0 0 \J REQUEST FOR PROPOSAL CITY OF RANCHO CUCAMONGA PLAN FOR FINANCING PUBLIC SERVICES, PUBLIC FACILITIES ACQUISITION, MAINTENANCE AND OPERATIONS City of Rancho Cucamonga Proposal Due Date: June 10, 1983 INTRODUCTION Rancho Cucnmon�a is the third most populous community in San Bernardino County with close to 60,000 residents. The City's rapid development (doubling in popu'.ation within a short span of time - 1975 to 1979) has had significant demands on the City's public facilities needs that affects the City's ability to implement the objectives of the General Plan and Redevelopment Plan and provide affordable housing. Since incorporation in 1977, a long -term physical planning process has occurred which has resulted in a General Plan for the entire City, an Industrial Area Specific Plan, a Specific Plan for the largely undeveloped eastern portion of the City (Etiwanda) and two large planned communities. The City has created a Redevelopment Agency, an Industrial Development AuG,ority, end is an Entitlement City under the provisions of the federal housing and Community Development Act. Additionally, the City has created and is usin, assessment districts to finance landscape maintenance, street lighting, and streets and storm drains in portions of the City. Currently, the City is contemplating utilizing the Mello -Roos Bill for park development and the Day Creek Flood Control facility. The City of Rancho Cucamonga contracts for police services through the San Bernardino County Sheriff's Department; fire services are provided by the Foothill Fire District; water and sewer services are provided by the Cucamonga County Water District. The district boundaries of the Foothill Fire District and the Cucamonga County Water District are not coterminous with the boundaries of the City. There we five school districts; four elementary and one high school, none of which are coterminous with the City Limits. The City of Rancho Cucamonga is in need of professional services to help it develop a public facilities and service plan which generates strategies for acquiring and maintaining a basic service system and public facilities network capable of allowing implementation of the policies and strategies called for in its various land use and redevelopment plans. The financial component must a user friendly model which can be placed on micro - computer. SERVICES REQUESTED: (4 COMPONENTS) I. Identification of Capital Facilities & Services A. Identify and quantify all public facility and service costs until buildout of the City based upon current General Plan policies. All costs must include; - all capital improvement needs and costs - all maintenance and operation costs (new and existing) - all public service costs (current level of service as baseline) - all public facilities costs so B. Compile and identify capital facilities plans and costs of other special districts or agencies which affect public facilities needs in Rancho Cucamonga. so B. Identification of City Financial Resources (Financial Plan) A. Identify all City revenue sources for capital, maintenance and operations. B. - Analyze projected financial revenue with capability of assessing different growth scenarios by land use categories. C. Identify shortfalls and /or surpluses by public facility and service category. D. Establish procedure for determining when a particular facility or program is needed (timing). E. Identify revenue leverage opportunities. F. Identify existing alternatives available to finance facilities and services. Ill. Fiscal Model Development of a computer program /model for use on micro - computer that is: A. capable of making long and short term financial projections using a range of variables and assumptions; B. "user friendly" (easily understood and operated by non- technical personnel); C. designed to be frequently, easily, and inexpensively updated by city staff; D. software guaranteed and fully documentedi E. capable of doing tax increment projections. IV. Implementation Strategy A. Recommend financing mechanism for optimizing capital. B. Define strategies for implementing public facilities end levels of service consistent with growth assumptions. C. Identify constraints and opportunities for overall acquisition of facilities and operation including long term financial forecasts beyond five (5) years. D. Identify what can be reasonably accomplished by the City through the financial strategy that encompasses 5, 10, 15, and 20 year periods. E. Relate financial strategies to growth assumption and needed timing of facilities, operations, and service. -2- 0 Answer the following critical questions: 1. How can a relatively new city that has experienced strong growth pressure and is anticipating a high rate of new growth (industrial, commercial, residential) that requires various types of public facilities in order to accommodate current and projected needs, raise the funds necessary to construct and operate public facilities and provide public services? 2. ` What actions can be taken by the �ity (and other agencies) that can help to create a stable and predictable revenue stream for acquisition and maintenance operations of critical public facilities? 3. To facilitate the development called for in the City's various land use and redevelopment plans, in what order should public facilities be constructed and what methodology for prioritizing of facilities should be used in making this determination for best use of financial resources? C. Develop a methodology for monitoring changes in City public facilities financing in general and a methodology for updating the financial plan as changes occur, in particular. 11. identify needed state legislation within reasonable expectations for addressing areas of public finance having no available alternative. -3- AVAILABLE RESOURCES FOR PROJECT The following resources are available for use by or to assist in the preparation of the financial plan. Plans and Reports Citv of Rancho Cucamonga General Plan, (1981) and supporting documents Industrial Area Specific Plan, (1981) and supporting documents Rancho Redevelopment Plan, (1981) and supporting documents Etiwanda Specific Plan, (To be adopted) and supporting documents Terra Vista Planned Community Plan, (1983) and supporting documents Victoria Planned Community Plan, (1981) and supporting documents Census of Housing and Population Data (1980) Other nack;round Material • Mortgage Revenue Bond Issue ($36.2 Million) (1983) • Data Base established for previous (1980 -81) time share computer model (FISCOM) (needs updating) • Industrial Assessment District ($15 Million) (1976) • City 5 -Year Capital Improvement Program (1982) 0 -4- PROPOSAL SUBMITTAL REQUIREMENTS All proposals submitted to the Citv must contala the following minimum information: 1. A description and statement of firm's qualifications for this project, as well as those of anv sub- consultants. 2. Nnmes, qualifications and resumes of all project team members. Those named must be those who will directly participle in the project. 7. A detailed statement (in layman's language) regarding each of the following items: a. .A statement of overall problem /task as viewed by the firm. b. An explanation of the general planning approach to be employed by the firm. C. A proposed scope of work or program including a step -by -step breakdown of the tasks to be carried out with estimates of personnel time and costs for each task. d. A time /task schedule indicating the proposed time frame in which specific tasks will be completed and milestones along the way to project plan completion. e. Cost of proposal, including an explanation of the basis for billing and proposed navment terms for each component of the RFP as well &s total amount f. Any proposed program components as perceived necessary by the consultant based upon understanding of the RFP, but not necessarily stated within. g. Other pertinent information deemed appropriate by the firm. 4. A list of other agencies (past and current) and a contact person with whom the firm has provided similar services, and a description of projects worked on. 5. Samples of work on projects similar to this project (samples will be returned upon request). All proposals must be submitted to the Community Development Department, 8720 Base Line Road, P.O. Box 807, Rancho Cucamonga, California 81770, by 5:00 p.m. on June 10, 1987, Attention: Jack Lam, Community Development Director. The firm selected must be, nvailable to begin work on the project within thirty (30) days of selection. S_ EVALUATION OF PROPOSALS All proposals will be evaluated on the following criteria (not necessarily in the order listed): 1. Ability and experience in developing publle facilities /finance plans. 2. Knowledge of public finance and capital Programs as well as city operations. 3. Methodology and work program. 4. Ability to relate to local needs and work closely with the City staff, City Council, and interested private sector organizations. 5. Ability to attend public, committee, and staff level work meetings and general consultant availability. 6. Capability and ease of operation and reliability of computer software /model. 7. Cost of overall program and length of time for completion. 8. Understanding of community development needs of a growing community, both maintenance operation computer facilities budgets and public service operations. 9. Creativity and insight of proposal. All proposals submitted will be evaluated by a consultant selection panel and those proposals that best meet the needs of the City will be scheduled for an interview before the panel for final selection. The City will be especially interested in the qualifications of the firm, its proposed methodology and time line, the firm's current knowledge of public finance and city operations, as well as the cost of the services proposed in relationship to the services requested. If you have any questions about the City, its planning program or the RFP, please don't hesitate to contact Rick ,Marks, Associate Planner, or the undersigned for additional information. Thank you for your interest. �incerel Jack Lam, A ltP� • i- -. __.__ _ Community Development Director J L: R.M:jr -6- 0 IR PLAN FOR FINANCING PUBLIC SERVICES, PUBLIC FACILITIES ACQUISITION, MAINTENANCE AND OPERATIONS AGREEMENT This Agreement for professional services, dated and effective 1933 is a contract between the Redevelopment Agency of the City o Rancho Cucamonga, a municipal corporation of the State of California, hereinafter referred to as "Agency ", and The Land Economics Group in association with Angus McDonald & Associates, hereinafter referred to as "Consultant ". 1. RECITALS WHEREAS, the Agency has determined that it is in the best interest of the Agency to retain the professionai services of a consultant to assist in the orenaration of a Plan for Financing Public Facilities Acquisition, Maintenance and operations; and WHEREAS, the Agency has approved the selection of Consultant to assume responsibility for performance of the work described in accordance with the terms and conditions set forth herein and all provisions and guidelines established in the Request for Proposal leading to execution of this Agreement. NOW, THEREFORE, AGENCY AND CONSULTANT AGREE AS FOLLOWS: 2. SCOPE OF WORK The work tasks to be performed and work products to be produced by the Consultant are more particularly described in Attachment A: Preliminary Scope of Work, attached hereto and incorporated herein by reference, the same as if fully set forth, and hereinafter referred to as "Scope of Work ". 3. PROJECT SCHEDULE The project work schedule to be followed by Consultant is set forth in Attachment B: Project Schedule, attached hereto and incorporated herein by reference, the same as if fully set forth, and hereinafter referred to as "Project Schedule ". For purposes of timing and reference, the project and related tasks will begin on the first work day following the signing of this Agreement by the Chairman of the Bocrd of the City of Rancho Cucamonga. L] 4. COMPENSATION AND SCHEDULE OF PAYMENTS The Agency agrees to pay the Consultant for services rendered in the performance of the specified Scope of Work a sum of Fifty -Five Thousand Dollars (555,000). The Agency further agrees -to set aside an additional sum of money, not to exceed Five Thousand Dollars ($5,000) that, upon Agency's prior approval on an itemized time and materials basis, may be used for contingency purposes. It will be the responsibility of Consultant to submit an itemized billing with Agency invoice number to Agency prior to receiving payment. S. TIMELY PAYMENT Once each month during the term of this Agreement, Consultant shall submit an invoice detailing fees earned and expenses incurred in performance of this Agree -.ent. Agency may specify that a progress report accompany each invoice. Within five (5) working days of receipt of each invoice, Agency shall complete the review of the invoice. Agency shall arrange for payment at Agency's next scheduled disbursement date and in no case more than thirty (30) calendar days after receipt of invoice. In the event that Agency disputes any item on the invoice. Agency shall notify the Consultant of this disputed item within five (5) working days of receipt of the invoice. Agency will approve payment of items on any invoice that are not in dispute and Agency and Consultant will proceed to negotiate, arbitrate or litigate the disputed items as specified elsewhere in this Agreement. 6. RESPONSIB'.LITIES OF THE PARTIES a. The Consultant shall be responsible for the professional quality, technical accuracy, timely completion, and the coordination of all reports and other services furnished by the Consultant under this Agreement, except that the Consultant shall not he responsible for the accuracy of information supplied by the Agency. The Consultant shall, without additional compensation, correct or revise any factual errors in Consultant's reports and other data. b. The Consultant shall perform such professional services as may be necessary to accomplish the work required to be performed under this Agreement, in accordance with this Agreement. C. The Agency shall be responsible for assisting in all liason, coordination, and communication with all Agency agencies, staff, officials, and current or previous consultants to the Agency. -2- x 0 d. The Agency staff shall actively and quickly assist the Consultant in • determining the adequacy of the work products produced. 7. CHANGES The Agency may, at any time by written order make changes within the general scope of this Agreement in the services or work to be performed. If such changes cause an increase or decrease in the Consultant's cost of, or time required required for, performance of any services under this Agreement, an equitable adjustment shall be made and this Agreement shall 6e modified in writing accordingly. Any claim of the Consultant for adjustments under this clause must be received in writing within thirty (30) days from the date of receipt by the Consultant of the notification of change. All correspondence concerning contract changes will be through certified mail. No services for which any additional compensation will be charged by the Consultant shall be furnished without the written authorization of the Agency. 8. SUBCONTRACTORS Any subcontractors that the Consultant may retain shall be the responsibility of the Consultant and shall be compensated entirely by the Consultant. • 9. KEY PERSONNEL As an express condition of Agency's entering into this Agreement, Susan Giles -Levy agrees to serve as the key person and shall be the principal representative for Consultant and will attend all presentations and meetings with the Redevelopment Agency, Agency staff, or other meetings required by Agency. If at any time the services of Ms. Giles -Levy are not personally available to the Agency pursuant to this Agreement, Agency at its option may immediately terminate this Agreement. 10. LIABILITY Consultant agrees to hold Agency harmless from any and all third party claims, including out not lilmited to wrongful death, bodily injury, property damage and any other claims of whatever nature arising out of the acts or omissions of Consultant, its employees or subcontractors, in the performance of this Agreement. 11. ARBITRATION AND ATTORNEY'S FEES In the event that any dispute arises between the parties hereto with regard to any of the previsions of this Agreement or the performance of the terms and conditions hereof by either of the parties hereto, such dispute shall be settled by arbitration to be conducted in the County of 10 -3- Los Angeles, State of California, under the Construction Industry Arbitration Rules of the American Arbitration Association, specifically . incorporating Section 1283.05 of the California Code of Civil Procedure, and the prevailing party shall recover all of its costs, including reasonable attorney's fees. 12. EQUAL EMPLOYMENT OPPORTUNITY The Consultant herein states that it is an Equal Opportunity and Affirmative Action employer and agrees to comply with applicable Agency requirements governing equal employment opportunity. 13. TERMINATION a. The Agreement may be terminated in whole or in part in writing by either party in the event of substantial failure by the other party to fulfill its obligations under this Agreement through no fault of the terminating party. b. If termination is effected by the Agency, an equitable adjustment in the price provided for in this Agreement shall be made. The Agency retains the right to terminate without cause. If the Consultant is terminated by the Agency without cause, the Consultant will be compensated for the actual work performed to the date of termination. If the contract is terminated by the Agency for cause, any damages sustained by the Agency by reasons of Consultant's breach will be recoverable. Should the consultant elect to terminate justifiably, it will be only compensated for services performed to • the date of termination. C. Termination will be effective upon the giving of: 1. Not less than ten (10) days written notice (delivered by certified mail, return receipt requested) or intent to terminate, and 2. An opportunity for consultation with the terminating party prior to termination. d. Upon receipt of a termination action pursuant to paragraph (1) above, the Consultant shall: 1. Promptly discontinue all services affected (unless the notice directs otherwise), and 2. Deliver to the Agency all data, drawings, reports, varies, and such other information and materials as may have been accumulated by the Consultant in performing this Agreement, whether completed or in progress. _4_ • e. Upon termination pursuant to paragraph (1) above, the Agency may take . over the work and prosecute the same to completion by Agreement wit' another party or otherwise. 14. INSPECTION The Agency, in reference to any request for payment submitted by Consultant for services under this Agreement, shall have the right to request and examine additional records from the Consultant to substantiate such payment. 15. AUTHORITY Each of the parties to this Agreement represents that the person signing on behalf of such party has the authority to do so. 16. RELATIONSHIP OF PARTIES It is understood that the contractural relationship of the Consultant to the Agency is that of an independent contractor, and all persons working for or under the Consultant are their agents, servants, and employees, not agents servants or employees of the Agency. IN WITNESS WHEREOF, the Agency and Consultant have executed this Agreement as of the date set forth herein. . CITY OF RANCHO CUCAMONGA REDEVELOPMENT AGENCY DATE __ Chairman of the Roaro Approved as to form and content ATTEST: Redevelopment Agency ounce Secretary President, The Land conomics Group Presi eet, Angus Mc Dona Assoc ates Is -5- aitachment "a" I, preliminary Scope of Work • A. Technical Aonroaeh TJ,.e following paragraphs describe some of the key technical issues that must be dealt with if a useful financing plan is to be produced and successfully implemented. A description is given of the way in which the proposed work program would deal with kev issues. selecting a Comouter system The work program assumes that the microcomputer fiscal modeling system already developed by McDonald 6 Associates will be used for the present project. This system meets all the criteria listed in the Request for Proposals. The model would remain available for continued use, provided that the City agreed not to make the model or its components available to any other agency. The work program includes an optional task to help the City staff define their requirements for a microcomputer that would both be usable with McDonald 6 Associates fiscal planning model and be available for other City purposes. 2. A Comprehensive Facilities Plan The credibility of the financial planning process for Rancho • Cucamonga depends on a facility plan that is complete, comprehensive and realistic. It roust deal with the total requirements for infrastructure in the City. Our staff will work closely with the City and with the other affected jurisdictions to assure 'uul.l, completeness and realism when the capital costs and requirements are defined. A Comprehensive View of Costs and Revenues Financial planning studies in other jurisdictions have focused excessively on capital investments financing only, without regard to the fact that there are ongoing costs for municipal services. It is important to consider ongoing costs as well as costs for capital investments to assure that: o The City's tax base is adequate to finance all costs (both initial and ongoing) after development is approved. o Considoration be given to the extent to which ongoiaq revenues in excess of ongoing costs may be available to offset the cost of capital improvement. 0 • Our pronosed technical approach will consider all City costs ( including contract services with the Sheriff) plus ongoing costs for `_ire protection. We will also assess the implications of development on the eight school districts. Our analysis of the equity of proposed financial arrangements will be based on the comolete financial picture. The Capital Budget and the Annual Budget It was notod above that a financing plan should consider ongoing costs as well as capital costs. A related concept concerns the fact that the techniques of analysis for the financing plan should be compatible with and supportive of the City's techniques for preparing its annual budget. A forecast of revenue and expenditures is required to extend the financing plan beyond the City's current capital improvements program. In addition, it is both efficient and desirable to have the same forecasting process capable of assisting the City in preparing its annual budget. The techniques of estimating revenues should be consistent with and useful for the City's budget process, including defining the available tax increment on an annual basis. Eouitv and Acceptability Two major related issues must be dealt with if a financing plan • as comprehensive as that proposed for Rancho Cucamonga is actually to be implemented. These issues concern equity and acceptability, tempered with political reality. Equity must be evaluated in terms of relative rights and responsibilities of landowners, developers and future residents in the City. The financing plan must bear an observable rolationship to benefit conferred, and must (within the constraints of past history) appear to be reasonable. At the same time, the provisions and terms of the proposed financing plan must be acceptable to all the participants and be both economically and politically realistic. As a practical matter, there are very few financing tools that can be applied in the face of strong opposition from affected landowners and residents. There is also a limit beyond which the privat- real estate mnrKet or the municipal bond market will not accept proposed financial arrangements. Our pr,pnsed technical approach includes several tests of equity and responsibility. First, a definition of an equitable re latianuni.p butweun benefits conferred and responsibility to pay can ;nor, e:isily be recognized after the fact rather than in the abr,tr ac ^. It .s reasonable to set down criteria relating to ![gamy, but, an a practical matter, it is necessary to present an V] example that shows the burden to be placed on each benefitted S property, before a final judgement can be made. Our proposed technical approach will provide the data processing capability at the inception of the work program to test alternative financial burden spreads quickly and economically. Our close working relationship with City Council members and City staff will ensure that the ultimate work products are politically sensitive to community needs. The implications of one or another financing alternative can be illustrated in very concrete terms. The work program provides for an evaluation of the manner in which the real estate market would respond to alternative financing mechanism, and where applicable, the manner in which the municipal bond market would respond. This evaluation depends on interviews and comparison with the practice in other areas of California and elsewhere. It also depends on the judgement of the senior members of the consulting team, who have extensive experience both in private sector feasibility analysis and in municipal bond finance. Develooina a Consensur Our intent is to reach an agreement on a financing strategy with City Staff, City officials and the development community before the present project has been concluded. Rather than having the project end witi, the delivery of a consultant's report, it is • important that there be sufficient formal and informal communication between all parties to assure, in so far as practical, that the recommendations meet the needs of the City both economically and politically. The effort to reach a consensus will be developed through a "Steering Committee" process whereby staff and Council will work together with the project team to determine the type of facilitation process to be used. 7. The Time Frame for the Analysis While there is definitely a place for long -ranye forecasts in land use planning, the mid -range future is more important for detailed financial planning and implementation. It is suggested that the 20-year planning horizon be dealt with in the following manner: A year -by -year cost /revenue analysis and financing plan will be pren.ired for the first five years. A financing plan will be prepared for years 10, 15 and 20. 11 o Trio financial strategy will be tied to the calendar for the first five years but will be tied to population and employment thresholds for future years. Thus, a particular extension of a roadway that is anticipated in the long-term future will be related to levels of land use and trip generation without being overly concerned whether the actual event occurs in year 11 or year 13. Appropriate recommendations will be made to ensure that facility requirements and financial resources remain in step, without regard to the precise timing of sufficient demand to justify the additional capacity and the additional investment. S. The Geographic Uata ease T'ne proposed data base for the present project will be restricted t.o undeveloped and underutilized/blighted parcels since the financing plan and any potential assessment procedures will be related primarily to these types of parcels. Nonetheless, the data base will be designed to be compatible with a geographic data 'base that might be implemented in the future that is more comprehensive in scope. For example, after the City has invested in a microcomputer, it may decide to implement a City -wide geographic data base and use this data base for such ongoing functions as planning and zoning administration, building permit • controls, etc. The data base for the present project will be designed to be compatible with or easily converted to a more comprehensive data base. Similarly, consideration will be given to available data and data base designs that may have been created for other purposes (e.g., the Route 30 Financing and Implementation Study). Task bescrintion The project will be completed in a total of eight tasks. The relationship between the proposed tasks and the working elements that were included in the Request for Proposals is summarized in Table I -1. Tas'r. 1 - Technical Assistance /Computer systems Selection �x"cut ion. A technical session will be held with approprnato C:t staff members at the beginning of the work pro ?ram to ,li.scuss microcomputer applications including the fiscal models. 'Chic discussion will.'be converted into an initial sps�cirication of the application:; to which an in -house mtcrocomputor might be suited. n U Table I -1 0 COMPARISON OF WORK PROGRAM AND REQUEST FOR PROPOSALS 5 'ASK RFF REQUIREMENT 1. Technical Assistance/ III (plus implementation Computer System Selection in Tasks 8 and 9) 2. Prepare Land Use and Imnlied Task Development Scenarios 3. Define Capital Investment IA, IB, IIC (part) Requirements 4. Prepare Cost and Revenue IIA, IIB, IIC (part) Estimates 5. Prepare Benefits /Burden Optional Task Data Base 6. Analyze and Prepare IIE (part), IIF (part) Financing Alternatives 7. Simulate Alternatives/ IIE (part), IIF (part) Prepare Financial Plan 8. Final Financial Plan IV 5 • Advice and consulting will be offered on the alternative hardware /software configurations that are mailable both to run the fiscal and financial planning models and to compete other City applications. An evaluation of probable cost and a suggested procedure for procurement will be prepared. The fisc.! model will be compatible with, and supportive of, the City's accounting and budgeting system. Compatibility will be assured in two ways= o First, the structure of the model will be tailored to the Rancho Cucamonga budget and chart of accounts. Each line item in the City budget will be estimated separately. The "accounting vocabulary" of the model will be exactly comparable to existing practice in the City. o Second, the existing pattern of land use in Rancho Cucamonga and the existing tax base will be incorporated into the model as a baseline "description of existing conditions ". The model will be calibrated to replicate Rancho Cucamonga's 1963/84 budget. It can then be used to prepare city -wide budget estimates for future years. . Task Products The effort will provide technical assistance to City start as they make a decision about which microcomputer to implement. We will provide on -site staff training so that staff can work with the fiscal model as we develop the data base and assumptions for the financial strategy. The consultants will work closely with the City staff from the day the project starts to assure that the staff is completely familiar with the use of the fiscal models. City staff members will be asked to prepare baseline budget estimates and fiscal evaluations of selected projects. The consulting team will be available for assistance. If difficulties are encountered, the documentation of the model (or the model itself) will be revised. The process will continue until staff usability has been demonstrated. A well - documented procedure will be established to update the fiscal model at the start of each fiscal year. The annual update will be accomplished by City Staff, and will incorporate any change:; in City public facility financing policy that has been adopted durinq the year. 11 Task 2 - Prepare Land Use and Development Scenario 'rack Execution. Existing and available land use forecasts will be . assemoled for each analysis zone within Rancho Cucamonga. These land uses will be allocated to undeveloped and underutilized parcels for p'ur po5c; of financial planning only, after consideration of accessibility, site characteristics, announced development plans, etc. Emphasis will be on the first five years of the planning period, but longer range forecasts will be assembled for years 10, 15, and 20, as well. Task Products. The effort will produce a baseline set of assumptions about Land use and development in computer - readable form. These assumptions will be used both to define the capital investment requirements and as the basis for the financing plan. Our assumptions will be fully documented in a memorandum to City staff. Task 3 - Define Capital Investment Reauirements Task Execution The City's adopted Capital Improvements Program plus other existing and available engineering studies and applicable portions of Environmental Impact Reports will be summarized to document conclusions that may have been prepared previously regarding capital facility requirements. These summaries will deal with all capital requirements by all governmental agencies that will be affected by development in Rancho Cucamonga. Our project team will work closely with City staff to estimate the • baseline costs of facility requirements. The documentation of facility requirements will be sufficiently detailed to permit order of magnitude cost estimates. The cost estimates at this point will be in constant July 1, 1983 dollars. (Any assumptions about cost inflation that become necessary because a project is phased in some future year and is a candidate for debt financing will be prepared in Task 7. Task Products. The task will produce a memorandum including base maps and exhibits that illustrate the size and location of the required facilities and engineering cost estimates completed to a level of detail suitable for financial planning. Task 4 - Prepare Cost and Revenue Estimates Tank Ex.�cution• Estimates will be prepared for ongoing City costs anu revenues and for the costs to the Fire District that can be attributed to Rancho Cucamonga. Separate estimates will be prepared for each major budget unit for the City so that the estimates will be compatible with and useful for the City's budqet process. Cost estimates will be based on the baseline development assumptions (from Task 2) and on interviews with City Department • • Heads. Thus the estimates will reflect the actual intentions of the City. Standardized data gathering forms will be prepared and an initial workshop will be held with Departirantal officials to explain the purpose of the estimates and the assumptions that should be used. This procedure has proved to be very effective in involving Department Heads, in limiting the amount of effort they must devote to the process and in assuring that the estimates actually reflect City intentions and City policies. The revenue estimates will be based on the computer model which simulates the development process, timing of development, tax increment and the workings of each significant local government revenue in California. For example, the algorithm that calculates property tax revenue considers the limitations imposed by proposition 13 (i,e., 2% nominal growth in taxable value and until a change in ownership occurs) and considers the existence of tax rate areas and tax apportionment factors for each affected agency. The property tax estimating submodel will be used to estimate the re evepment this3nubmodel is suchCtiats the base amountAOfa tax? revenuest and of crcme�t in the the increment can easily be allocated separately. The base .• amount is allocated to existing agencies and the increment is alloca [ed to the Redevelopment Agency. The algorithm used to calculate motor fuel reflects the fact that a city's allocation depends on vehicle registration (for which population is normally a useful surrogate), the relative portion of taxable value in cities compared to the value in the unincorporated area, and the population of each city in San Bernardino Coun'_y. _ The models are directly driven by the assumptions about development (Task 2) and can produce rigorous and defensible estimates quickly and economically. The data base developed in Task 5 will also be incorporated into the analysis to permit • estimates of development-related benefit assessments, fees and special taxes. • Tas' +_Products. The task will produce a documented memorandum ou•,Lining a five -year revenue /expense /fund balance estimate for the City of Rancho Cucamonga. Task 5 - Preoare Fenefits /Burdett Data Base Task Execution. As a practical matter, it is very difficult to • assess the equity or practicality of a financing plan in the abstract. It is much easier to make a composite judgement after the financial burden has been assigned to each affected landowner or financial participant. Task 5 will produce the data base that can be used, in conjunction with existing computer programs developed for other projects, to illustrate the consequences of financing plans at the parcel level. Data about the individual parcels, and about the two alternative land use plans, will be incorporated into a data base, so that alternative benefit assessment procedures can be tested. Alternative approaches to assignment of benefit and financial burden to different benefitted properties will be discussed with City staff. Procedures for allocating benefit and burden, such as acreage, will not be neglected, but other indicators of benefit, such as land use or trip generation, will also be considered. Insofar as practical, existing administrative records (e.g., from the Assessor) will be used directly in the data base. When alternative financing plans are considered in Task 7, the data base will be used to generate the assessment schedules, development fee or tax that would be applicable to each major parcel, considering both the terms of the preferred financing • plan and its alternatives. Task Products. The task will produce the capacity to simulate the workings of alternative financing plans and illustrate the financial responsibility of each major land holding in the City. Task 6 - Analyze and Preoare Financing Alternatives Task Execution. An outline will be prepared that describes combinations of classes of facilities and the prioritizing of construction, related to types and timing of financing sources. We will use such financing alternatives that identify certain enterprise -type facilities as candidates for financing from revenue bonds and /or user fees; other facilities might be classified as candidates for 1415 Act special assessment financing: other types of infrastructure may be financed from development fees or from special taxes whose feasibility has recently increased because of the enactment of the Mello -Roos Co,mnunity Fncilities Act. Since the use of Mello-Roos taxes has not been vaLidat ^d, recommendations for such taxes will be made cautiously. • The initial consideration of financing alternatives will be based on a clear statement as to who actually will be bearing the brunt of the financing plan. A discussion paper will be prepared on the subject of the final incidence of the various financing mechanisms that will be considered during the project. For example, a summary statement will he prepared regarding what is known about who actually suffers a reduction in income from a fee that is collected from a developer. The intent is to state clearly that many types of fees may be passed back in the form of reduced land prices or passed forward in the form of higher prices for the product. This initial analysis is useful in avoiding financing plans that create an unjustified inference that public services are being financed with "other people's monay.• The task will define realistic alternatives for financing, including revenue leverage opportunities and existing alternatives available to finance facilities and services. Consideration will be given to the requirements of agencies other than the City, particularly the school districts, although detailed financing plans will not be prepared for these agencies. In this phase of the work program, we will provide an extensive discussion of existing and recommended State legislation required to address Rancho Cucamonga's public facilities needs. • Ultimately, the recommended Finance Plan will be based on applicable statutes and court cases, as of the date of the final report. It will not be dependent on new legislation which might or might not be forthcoming. However, recommendations for new legislation will be presented as appropriate, if existina and available financing techniques are not fully satisfactory in meeting Rancho Cucamonga's requirements. Is The intention is not to be premature in focusing on a single set of financing techniques, but, instead, to permit early use or elimination of techniques or governmental mechanisms as they are evaluated to be appropriate or according to their usefulness to Rancho Cucamonga. We recommend close coordination with City staff and Council to develop an overall set of financing principles that are workable for Rancho Cucamonga. T ❑,k Prn_iuct.s. A working paper will be produced documenting realistic financing alternatives and recommending new State legislation, where appropriate. Task 7 - Simulate Alternatives /Prenre Financial Plan IN Task Execution, The Financial Plan 'sill describe financing policies for each class of facilities (sewers, public buildinqs. etc.) The comrloaA.c effect of these financing policies will be 10 considered to assure an optimal plan that can be implemented and that will protect and enhance the City's credit rating. • The data base will include a baseline set of growth assumptions for each area of the City. The estimating procedures will include explicit assumptions about public facility requirements, public Service delivery procedures and level of public service. The annual forecasts for the first five years and the forecasts for years 10, 15 and 20 will all incorporate a consideration of financial constraints and surpluses. Insofar as ongoing revenues exceed costs, consideration will be given to General Fund fir.an -ing for infrastructure. If there is a revenue shortfall, appropriate mitigation measures will be recommended. The net revenues estimated in Task 4 will be compared to the initial capital costs that were estimated in Tasks 3. An assessment of the need for additional financing will be made. An init'_al identification will be made of the type of financing mechanisms that should be used for each type of facility for each class of ongoing costs. As a hypothetical example, revenue bonds might be used for water and :sanitation improvements, with ongoing costs financed from user charges. Certain types of roadway improvements might be financed from benefit assessments and others from development fees or dedications. • After tentative recommendations have been made for all of the facilities, a composite statement will be prepared showing the relationships between available financing mechanisms (e.g., 1915 Act assessments, Mello -Roos Community Facilities District) and the facility type that would be financed by each technique. The summary can be visualized as a statement of sources and uses of available financing. This composite analysis is more than a summary, however. It will reflect the judgement of the consulting team regarding the practicality of using individual financing mechanisms, when the composite impact of the financial burden of all the facilities is considered at one time. For example a decision about the feasibility of using revenu: bonds for one particular service may be affected by the total magnitude of required investment over time for all of the candidates for revenue bond financing. At this point, the technical materials available from earlier tasks will be used to assign the total financial burden, staged over time, to the various payer classes. This step of "spreading" the total financial burden will involve analysis of the alternative ways that may be used to allocate financial 11 • • burden. For a specific but hypothetical example, assume that the evaluation of drainage facilities in Task 3 led to the conclusion that different levels of benefit will accrue to the different sub -areas within the City. Assume further that a benefit assessment procedure is identified as the appropriate financing mechanism for drainage facilities. The total cost would be assigned differentially to the various sub- areas, based on the estimate of benefit conferred. This type of simulation would be repeated for all of the other charges and levies, and the total burden on each major property would be identified. This total would be converted to burden per capita or burden per equivalent dwelling unit. The results of our analysis in this section will be used in the following section to estimate the actual final incidence of the burden. For example, development fees are normally passed backward in the form of lowered land values or forward in the form of higher prices. As another example, benefit assessments or special taxes authorized under the Mello -Roos Act "go with the land" and are paid by the current owner. The classification of burden incidence group will be used to specify further the actual payer of the financing charges. Alternative classifications of financing mechanisms / facility type and alternative ways to spread the financial burden among users -� will be tested against criteria related to financial adequacy and equity. A test will be made of the extent to which apparently adequate, financing plans will affect the profitability and feasibility of development in the City area. The intent is to ensure a financing plan that will produce the required infrastructure but that is realistic, given competing Land supply in San Bernar-,lino County.. This evaluation would be based primarily on comparison with costs of development in other competing areas, but would also reflect the judgement of the consulting team. A comparable analysis would be made of the extent to which any proposed financing plan would affect the City's and the other agencies' credit rating in the municipal bond market. This evaluation would constitute a judgement by the team, augmented by in -depth discussions with key participants in the underwriting and bond ratinq communities. A separate effort •eill test the extent to which the tentative financial recommendnt ions would withstand uncertain future events. F,xa :nnles of uncertainty include: , o A rate of growth and development that differs markedly from that assumed in Task 2. i, 12 • Final cost estimates that differ from those prepared • in Task 3. • A response in the bond market that differs from that assumed higher interest rates, shorter terms or even rejection of a hand issue). • A major change in California's intergovernmental financial structure (e.g., a complete take -over by the State of the motor vehicle in -lieu tax). • A major change in the City's attitude (e.g., a "slow growth" mandate that emerges halfway through the City's development period). The intent is to study, in a disciplined way, the extent to which the financing plan could withstand unforeseen future events. The analysis is partly technical in nature (e.g., calculating shortfalls in bond coverage requirements, if the rate of development slows), but it is also judgemental. We will evaluate the extent to which facilities could be rephased, for example, if there are revenue shortfalls. Emphasis will be placed on identifying possible future events that could create a situation where the City's General Fund would be under severe pressure to begin financing infrastructure or operations. Tas7. Products. The task will produce a memorandum outlining a • tentative financing plan and an estimate of the vulnerability of the tentative financing recommendations to unpredictably future events. Tack d - Final Financial Plan Task Exee.ition. The tentative recommendations from Task 7 will be modiEi ad, as appropriate, based on comments from city staff. The modifications might be financial in nature or might involve adjustments to the timing of developments. For example, a change in phasing of the drainage system might require a modest cost premium, but might produce a situation where unforeseen events would have less of a chance to create major problems. Careful liaison would be maintained with the Steering Committee to assure a final product that contains "no surprises ". Tof;'v, Prad. wan. The product of the task will be recommendations on finnnci.nrj and implementation of the financial plan. This composite plan would-be designed to state succinctly and convincingly: o What. is being financed or provided, where and when? li • o How will it be financed? o Who is actually enjoying the benefit anu bearing the financial burden? • o How does the City implement the financial plan? The results of -Tasks 1 -8 will be presented to the City in a well documented draft report for review by staff. A final report will be prepared after review and comments by City staff and Council. ill Task 1 2 3 4 5 6 7 8 Draft Report Final Report attachment "b" PROJECT SCHEDULE Starting Ending Week Week 1 4 1 2 5 7 8 11 12 14 15 19 20 23 24 26 27 29 32 34 The Project team will be available for staff meetings on an as- needed basis. Additional meetings are suggested, as follows: Meetings 1, 2, 4, 7, 8, 11, 14, 18, 23, 25, 26. Workshop 12, 23 Draft Report ' Final Report 27, 29 34 0 • • 0867 +40 AANCI•U CUCAMONGA MARR 9 YEN F V E N C U R V A X E IC '59 2'1 >5 -C!NtI II. CC.VT IL PRCO ICN93 3•,1' `y'Ei dVry t cxal 0240 +. SF I.. wE-. -Y 11'1:71 l:" f °i EY, t:.+ +Y 1UP93 7JI4 °IL4(, StAtl', 1,894 d2`1 -L/ +S FA -.(.• TvLS1E= IC115 4 =19 fA9r.d At r.1111SH: T.,4S ICR76 01.3 eLdteTss.s IVF97 611.1'1, - Lsicr C,.Sl'n'C""N 1.9"19 Y11_ r_2 u.I, II'.:. IcR9) 7 111 -.Al .-N t1SCt1 10,0 711, 1C90Y 7t.: Y= RT'KEP, JLVSA IC902 6 %13 C' 1'Jf. PAT 11903 4•)4 1`1 I_A1, I0104 4.•r] IJF t•A., F':'1 Ic9as 1 145 1 ":CI + � ,CY 10)06 ZS -.4 IE J- "NIT1,9 ;9 10907 L /'.2 .�Jw'.. 11 +- INTL CITY 1,17 ASST.0 :LENCALE FELE3AL SAVIN: AN , c`.D ell r.p :+ c 3 S ICST•ASIER ACF I.N TaAVFL 46 -9CY O.It, SIAI. ; 1.-, ':CN? Cti 110`!`9 "ill.\ +ANCFO CI.CAI'LNGA ('PLOY CITY CF °'i :110 C.CLXO.V: °El, RICK I_Ct- LL(.YC L3Y. JACa nAS S'PMA \, LA---,El M F)MnS AL IL :M EOI FJR"S ALIG':4EYT 1 ":RYS AL If.IR_!T FIRES AL I'.'i9F'IT A -1 LIN£Y WARRANT RECONC 0 [CN Wd R.1 JGLRNAL A I. RE FFR1lCE lip 3 '1 /.3 Cr / +5 cli.I 113 "I /s3 9/21/03 DISCOUNT NET 9,092.4) 1C0.00 16.1.0 30.Fh 2PC.t I 695.91 e. 33r:.13 39.0; x.cr, lt4.f" B.SC i4.0 13,5' 16. f, l: 12. CC w. C' 22.`C 1. 631.<3 CCC.CC B Br 449.'2 if CC 2.621.0 4. B70.CC 1. SCO.CC I52 .CG 52.5 85.775 SI.CC 20.00 O.00 5CO.00- se C .6c- c 66.O 5CO.cC- SCO.CC- e..CYIIECTS /v1AN E•K SERV 9/21 /h1 ]E. E4 AS,GCIATEC C1.11NIE -S 9/21/"3 844.5' _ K cLt CTP, IC 912L/03 P0.9C rfSELINF FA'CYARL 9/21/_3 LC7.9C EFAR CLLCr FLPE S °2V[CE 9/2L/ -3 29.CC ]LAKC NCFF ITT L FOMAE dJ 9121/ °3 1059.. f C]K 91. 15 RING CD YSJN INC 9/21/8) 9/21IC3 SF0..99 40.16 CCAIJ/CBIA 'NFRGY SEMIN 91211,3 12D.CC CAL P'-'L3• UNIV 9/21/'3 45.0(: CE'IT ♦AL CRIES SIGN SEP 91211+3 71.14 'FRI`TISPtFR Cl•EV, "ARK 9121/.5 211.0' CITY REN1eL 9121/"3 39.CC CLAdiMUNI e LEPRINT CU 9 /2l /'3 402.92 Q CA CCU BOTTLI'.G CO 9121141 395.00 CCLE"AN CAN 9/21/_3 4.17 CLNMONI {Y EHGR SVGS 9?I /10 2, 329. 5C ..1.Y I`.GTUN C CRUw_ 9/21/[3 2.140.50 A.CM1GA C] YAT'R DIST 91211°1 2. 139.59 C.CArCNGA Pa INTI-:,, 9/21/25 St5.00 'rLANLr r C r COLSTRIICfI :N 9 /21 /P3 ^.011 AICFARD 9/21/13 3"0.00 CID:. 9/21/ =3 T1x.Cc F'NT�%A PAVING I4C 9 /2I /P3 63.769.08 UNC:AL TFLEPNINE CO 9/21/,1 3r IS9.l4 CIOBAL CCXPJT EY SUPPLIE LICK E1. RIf.K 9/]1/`.3 9/21/ ^5 9]9. P2 200 :c - _1:ANT, JEPRY -1 9/2t/:•3 105.00 F.NLEV, FILLIAM L 9 /2l /e3 2CO.CC 0 R867 CITY RAYCro CUCAMONw YAR0. f A V E N C O R N A M E 1915 4915 FO�LICAY ROCK CO INC 1915 4940 MU FRS TR(L SORLCRY 1915) 5055 FYATT REC$ NCY tNATIONAL GR iUCTIJN CO ION S_RVICE IC CUTER SUPPLY co INIC T. A N SLAP;; CO III IVIC[ E CO /ARRANT RECONCI ATICN r6Rr. mU DATE PEFE FINAL TOTALS 9221/03 DISCOUNT MET 924.54 34.15 7.617.75 I.P5 157.39 I.CCc.C^ 167.47 2E.CC- 190.22 ,C.2F 3C2.CC 45.CC 24.PT 7C.CC 3C.C( 255.O52.T4 b { , f AMOUETION FOR AECONOIiC OVtYW OCMHESI 1. TPEISI Of LICENSES) FILE W. To: MpeNmml of :.I -hot. Nmop. C-hol 71111111156353 MI ..ed..y SEE, Bernardino ON SAL'. NSM a •dICaw WOGRArNIU1l Soa..mx' co" "a'$ &1TI:IO PLACE rx...x ................ coOF 3315 ib wdxupe.d Ax.br.pplm Ix T.N Ymnl1, dpI o. Wto-,r I.wd Two, r :I i. NWES) OF "KICANI(S) App1iMr *r S.a.2py ° - LINDSNBIATT Nor B. Jr. Enxn.. ox. I 83 Efo, oe,.. S. TYPE(S) OF TRANSACTION($) FEE LK. laTf New `300.00 LL . Annual . r 1 tl K 189.80 R 30 CITT OF 8AN15TRnTICN A Nomo of ll—. P 1 3 S. L-... of Ewnxl -N-bx aM SI-1 w 1 g ,IlE[R T4 M1- t E WOO Rte. Ma.linne M. mEr � Gly .M ty cod. cov., -. ToTAI $ bB9.80 &mcLo CucsaeSaaa .91730_ d. II F,-1- Lnmed. L M. Iremrxr Iqq. Lew 1".I L.- I/A City bmrn° Tee E IM Irry Ad r Lf r�.I. I Iron SI -N br.M SI M IN..r rr.M Ve1iroY �Lla Or., sierra ElaAre 91030 rent• -1 b- axr.M.d N o f.b ,? 10. No,. yoe ..n -WI" " el M 1ro.niw. of IM Ahoq* a Mnrea. coroM MI a rg.W..1 A. O.pnm.nl fw.� ,% I.in•rp le M. All? / i 4 1 IL E.plem .,YES ...... b i.- p a 10 on on onxAm.m -h'lh dell E. d..m.d pql o11Ail .pplk.nal. 12 A"'.1 r We . Iol IM .rry m.wp.r .mele..d r am"Lo --j I.mr ..If So,. It IA. Owl.p.m er.. of o lia., xrd _ 'EL 'So' L..JI nor aaler. er mu or grmn ro b .ielaM .nT el IM ge...mm. el rM ANOAaIi< N..rape Cennel Ad. IS, STATE OF UNORNIA I. cowry of .._8aa BerTnardlno_ - - - - -- -_p,N._9-4-fl7,.__-- All 1.,Al w LGN Nco e. �r. �A/ . _. _..._ ..___.____.... APPLICATION RT TRANSEEROR i4 � +, yC4hm}��•. ?.; .i: IS. STALE Of CAIIIORNIA c-, .1 ------ .. -DoN. w... ...... _.........r . e. It Ixenerr Numeer erq mM .•q e e w. -- .,;t -.. De Nw WNN MImr TAu Lin; Fn D.ponx..I C. Ord, •..:y d.n.!r .yf..) AmI [J Rxxd.d loom -+ •.K µ'•❑ .r .E.:�.__a.d w: __o•a. ew... : ft't FN v i�aEhG 1 i•AnU4[V JELi iiJy SPROU}¢ Rart Ma[per Q� V — �Rr2�u6 Ape,) — �Zz la¢c!u v - —�a at ra�u, be n�i••. Qauuu G.rr.xoft,n J µ.,,• •° s.7r.+rm Ll r i lil[ YCIIAA'$C LtlrY1 FLL • IL � S.cb7Eci bu °_rn;eSS rS �crr+ -fir, eu -t7vp �loCnJE �r Cc[NePL of BMG( uP Kc� RN7 C/J1�CA eL a1) Aueuu/e/1 a ,fir Ve Fruit- LemT C:OUAITQ� U�LLIiFE I�NTe2. r / r Gene, >n: �L�+.J o iicrGrA�o2flean Comm(aelAL A�3iLS (.biniir[< Cu¢'ec.,7La Yo.ueJ : NoC tl! ,P-S ERSr R -I wr;r R -I C<'u[dnL YLrIO ; LTd ,y/�p, Lms.iY . ,jr IUfGT LoN CrucrrY Q_y �� (WA= DE W MR ML Q W"P ONLY) 1 ANDERSON. TAVES 6 REEVER . LuA W r 0,, E a T r .eAetT L " .. . o..N..,.YuL n CITY OF RANCHO Cy • ,^, ue. WLPL.o. sw rL, iNLh ADMINISTI! 11ONOpLAND. CALIiOMNn' 1' ]O. ],., .......a SE P 1 2 1963 AM a 718j91g1ll1�1112131415 6 1 5 AtWnny for Claimants, DAVID WALTER ! HOUGH, NORMAN W. HOUGH and FAY H. HOUGH 7 � C. 8 CLAIM AGAINST A GOVERNMENTAL ENTITY q � 10 1.1 in the matter of the claim of ) ,.? DA' .':D 'WALTER HOUGH, a minor, 1 CLAI❑ NO. ar.J his parents, NORMAN W. ) I!L`UGII and FAY H. HOUGH, ) l•i Claimants, ) CLAIM FOR PERSONAL • INJURIES (Section 910 if Vs. ) of the Government Code) ) 7•i CJTY JF RANCHO CUCAMONGA, ; CALIFO11NIr1, ALTA LOMA SCHOOL ) I '. DISTRICT and THE COUNTY OF ) SAN BERNARDINO, ) 19' ) Defendants. ) 1,� 1 ^0 TO THE CITY CLERK OF THE CITY OF RANCHO CUCA:MONGA, J. CALL fO H;It A: AhTA i.ONA SCHOOL, DISTRICT and THE G)L'NTY OF SAN liERNARDINO: ... YOU ARE' HEREBY NOTIFIIiD that DAVID WALTER HOUGH, a minor I •.? and his oaronts, NORMAN W. HOUGH and FAY H. HOUGH, whose address 2., is 7011 Opal, Alta Loma, California i 91701, claims damages from the EG CITY OF' RANCHO CUCAMONGA, CALIFORNIA, ALTA LOMA SCHOOL DISTRICT' S%I•f and ;TIE COUNTY OF SAN BERNARDINO, in the amount, completed as of ``1 t!n? date of presentation of this claim, S1,625,000.00. I 1 This claim is based on personal injuries sustained by 2 claimant, DAVID WALTER HOUGH, on or about June 19, 1983, on • i d Hermosa Avenue near its intersection with !Nilson Avenue, in the 4 City of Rancho Cucamonga, County of San Bernardino, State of 5 California, under the following circumstances. 5 Claimant, DAVID WALTER BOUGH, was the operator of a motor) 7 vehicle, traveling southbound on Hermosa Avenue, at or near the 0 intersection of Wilson Avenue, in the City of Rancho Cucamonga, 9 County of San Bernardino, State of California. The automobile 10 when traveling southbound hit a portion of the roadway surface 11 which was covered with dirt and debris on the west side of the 12 street causing the vehicle to go out of control. Further, that 13 the east edge of Hermosa Avenue was also bordered by mounds of 14 dirt and exposed concrete curb, making it impossible to bri ring s 15 vehicle back into control. There wore no barricades no warning 10 up at that time warning drivers of this dargarous condition. i 17 The names of the public employees causing claimant's I 13 injuries under the described circumstances are unknown to 19 applicant. 20 The injuries sustained by claimant, as far as known as 2 n.` the date of the presentation of this claim, consist of 2' multiple external and internal injuries and fractures with � 23 , possible residual brain damage and severe permanent physical 2'1 limitations. 25 The amount claimed as of the date of presentation of 26 this claim is computed as follows: .xoc..oM. TAY'2 . Iltry[I1 •AMM.Y1114„ � iN Nllt. NI Y N Y,.IWiM1Y pYb i' .VIi. 1 2 _ 1111 IMI. I Damages incurred to date: • 2 Expenses for med0ical and hospital 3 care (approximately) $ 125,000.00 Loss of earnings and earnings Presently 4 capacity Unascertained 5 General damages 1,500,000.00 6 Total damages incurred to date $1,625,000.00 7 Estimated prospective damages as known 6 Future expenses for medical and hospital care $ Unknown 10 Future loss of earnings and 11 earnings capacity Unknown Other prospective special damages Unknown Prospective general damages Unknown to Total amount claimed as of date • 14 of presentation of claim $1,625,000.00 15 16 All notices or other communications with regard to this 17 claim should be sent to claimant in care of ANDERSON, TAVES AND lU REEVER, Post Office Box 1357, 1365 West Foothill Boulevard, Suite 19 1, Upland, California 91786. 2G 21 DATED: Soptember 13, 1983 AN7,PTN,,3AVES AND 7r( VER 22 ' �. By > l � LT ti�Z OI D. TAVES 2 4 25 26 27 23 y'. *HMMNK. t.vn • eswcn M OIYK. W. Otl J wlnl - 3 I CITY OF RANCHO CUCAMONGA 1 CLAIM OF WILLIAM PRI'1TI Nt6TRi%TPN APPLICATION FOR LEAVE TO • PRESENT LATE CLAIM BY 2i vs. SEP 14 43 ERIC K. MORGAN [PARKER & DALLY] 3 CITY OF RANCHO CU�j������j "h121112101415163 1 PNDN BEHALF OF CLAIMANT a Municipal Corporation, [SECTION 911.4 OF THE 4 '! 1 GOVERNMENT CODE] 5 1 6 To The City Counsel of Rancho Cucamonga, a Municipal 7 Corporation: B 1. Application is hereby made, pursuant to Government 9 Code §911.4, for Leave to present a late claim founded on a cause 10i of action for personal injuries and injury to personal property, 111 which accrued on April 27, 1982, for which a claim was not presente A 12 within the 100 -day period provided by §911.2 of the Government Code >: aY 13 For additional circumstances relating to the cause of action, i � 0 14' `-'ems �, reference is made to the proposed claim attached to this applicatio x„ 151 2. The failure to present this claim within the 100 -day 16i period specified by §911.2 of the Government Code was through 17' inadvertence and excusable neglect, and the City of Rancho Cucamonp 18I was not prejudiced by this failure, all as more particularly shown 19 by the attached Declaration of Eric K. Morgan. 20 3. This Application is being presented within a 21I reasonable time after the accrual of this cause of action, as nni i more particularly shown by the attached Declaration of Eric K. 23 Morgan. 2.t WHEREFORE, it is respectfully requested that this 2:i iapplication be granted and that the attached proposed claim be 26 received and acted on in accordance with Sections 912.4 -913 of S 27 211 -1- A Ste; CoE S =� W� iK+ uP 1 the Government Code. 2 DATED: September 14, 1983 ERIC K. MORGAN / Attorney for Claimant 6 7 8 9 10 11 12 13 I 14 15 II 16 17 16 I 11.) 20 21 ?,2 23 24 25 26 27 28 -2- 1 DECLARATION OF ERIC K. MORGAN . I, ERIC K. MORGAN, certify and declare as follows: j 1. I am an attorney at law, duly licensed to practice q before all courts of the State of California. I am an attorney associated with the Law Firm of Parker 6 Dally, attorneys of 61 record for claimant WILLIAM PRITCHARD. 7 2. That on February 25, 1983 Complaint for Damages was gl :ilod, naming claimant, City of Rancho Cucamonga, and others, g� as Defendants. l0 it 3. That on April 18, 1983, claimant was served with I 11 the above- mentioned action, number 30092, in the Ontario Superior lg' Court, County of San Bernardino, State of California. u�a 33j 4. That claimant and his insurance company entered into �a9 14l1aood .faith settlement negotiations, resulting in numerous i 15l� extensions of time within which claimant was required to file J<0 16.: I.as Answer and /or other pleadings. ].7 III 5. That on or about September 6, 1983, the above - 30 mentioned negotiations terminated with no settlement, wherefore 19 claimant, through his insurance company referred this file to myself 80 on behalf of Parker s Dally, to take whatever legal action was 21 ,] in the best interests of our client. 6. That shortly after this file was received, a 23j determination wau made that the City of Rancho Cucamonga and ::•1 ', ether d,,lendants should be named as Cross - Defendants in the 2b above- mentioned case. 2611 7. That this Appl ica ti an for Leave to Present Late 27 Claim is a reasonable time after the accrual of this cause of 2E3 action because this attorney is giving notice immediately after c' -1- r kJ} ci eoa 'arc: W? ;YC 3LY i 1 receipt of the file wherein it became necessary to name the City 2 of Ranch. Cucamonga as a Cross - Defendant. . 3 S. That the City of Rancho Cucamonga was not prejudiced 4 by claimants failure to present a timely claim, since it has 5 already received notice of the above- mentioned action as a named 6 defendant, and was properly noticed by a timely claim by the 7 original and present Plaintiff in this action. 8 I declare under penalty of perjury that the foregoing 9 is true and correct. 10 Exec,ited on the 14th day of September, 1983 at 11 Pomona, California. 'ERIC K. MORGAN 14 15 1G 17 18 1.9 20 21 '2 23 24 25 26 27 28 C - 2- I • 2 5 4 5 6 7 9 10 11 12 `o n�3 13 utl 14 Kx W° 15 Y, 3; d; 16 17 18 19 201 21. 22 23 24 25 26 S 27 26 CLAIM OF WILLIAM PRITCHARD ) VS. ) CITY OF RANCHO CUCAMONGA, ) a Municipal Corporation, ) _1 CLAIM FOR INDEMNITY /CONTRIBUTION [GOVERNMENT CODE § 911.21 TO THE CITY OF RANCHO CUCAMONGA: YOU ARE HEREBY NOTIFIED that WILLIAM PRITCHARD claims Indemnity /Contribution from the CITY OF RANCHO CUCAMONGA as follows: (a) The name and post office address of the claimant: WILLIAM PRITCHARD, 6852 Ramona, Rancho Cucamonga, California 91730. (b) The post office address to which the person presenting the claim desires notices to be sent: c/o PARKER 6 DALI A Professional Corporation, 100 Pomona Mall West, Suite 300, Pomona, California 91766. (c) The date, place and other circumstances of the occurrence or transaction which gave rise to the claim asserted: On or about April 27, 1982, YVONNE JEAN ALLEN was tra-,eling southbound on Ramona Avenue, approximately 250 feet north of Victoria Street, in the City of Rancho Cucamonga, when in front of 6837 Ramona, a collision ensued between the car she was driving and a vehicle operated by Doris Jean Daniels, proximately caused ,ind /or contributed to by a dangerous condition of Ramona Avenue within the meaning of Government Code §835, Subsections (a) and (b) as follows: Ramona Avenue is an improved street in the City of Rancho Cucamonga. When it reaches they place described above where the collision occurred, the east side of the curbing juts out into -I- )o 0 •J o <p •G O` apo w_ 3Y: Say n( 1 Ramona Avenue significantly narrowing the traveling portion of said 2 roadway. The unimproved portion of the public highway contains . 3 bushes, trees and foliage obstructing the view of a private 4 driveway from which exited the vehicle with which Yvonne Jean 5i Allen's vehicle collided. Said narrowed roadway and the trees, 6 bushes and other foliage blocking the view constituted a dangerous 7 condition of public highway. 8 Said dangerous condition created a reasonably forseeable 9 risk of the kind of injury which occurred. The dangerous 10 condition had existed for several years. 11 said public entity had constructive and /or actual notice 12, of the dangerous condition for the reason the same had existed 13 long enough prior to Yvonne Jean Allen's injury, and was of such 14 an obvious nature that said public entity, in the exercise of 1511 due care should have discovered the condition and its dangerous • I 16 character, and taken measures to correct same. 17 (d) A general description of the indebtedness, 18 obligation, injury, damage or loss incurred so far as it may be 19 known at the time of presentation of the claim: Damage to 20 Yvonne Jean Allen's back with particular injury to her lower back 21 causing nerve root irritation. Claimant is informed and believes '22 said injuries may be permanent. 23 (e) The name or names of the public employee or 24 employees causing the injury, damage or loss, if known: Unknown. 25 (f) The amount requested by claimant for indemnification 26 as of the date or presentation of the claim, including the 27 estimated maount of any prospective injury, damage, or loss, 28 insofar as it may be known at the time of the presentation of the-0 2- II I claim are those alleged and claimed by Plaintiff YVONNE JEAN ALLEN • 2 in her claim for personal injuries against the City of Rancho 3 Cucamonga filed with the City on or about July 29, 1982 as follows: 4i Expense for medical and hospital care $ 856.00 5 Loss of earnings $ 1,428.00 6 Medical travel $ 39.00 7 Housekeeper $ 85.00 B Miscellaneous $ 225.00 911 General damages $ 250,000.00 l0 11 TOTAL $ 252,633.00 11 Potential cost for surgery for correction of the injury 12 to lower back of Yvonne Jean Allen the cost of which has been o�'• 13 it estimated as follows: ua� 14I Surgeons and assistants $ 6,000.00 Ci I z: 15 Hospital expenses $ 18,000.00 a" Jn 16 Future loss of earnings, approximately $ 12,000.00 17 $ 36,000.00 18 19 DATED: September 15, 1983 20 WILLIAM PRITCHARD 21 BY: PARKER &,DALLY + 'ERIC K. MORGAN 23 Attorneys for Claimant %:4 i Received copy of the above document on 1983. 26 CITY OF RANCHO CUCAMONGA 27 r 28 BY1__. ..j • _ : CLAIM FOR DAMAGE OR INJURY a E 0 E I V E ID CITY OF RANCHO CUCAMONGA I, Claims tar death , injury to person, or to personal propert; must be filed notAPAINI64RATION 100 days after the occurrence (Gov. Code, Sec. 911 .2). SEP 13 1%3 �. Claims for damages to real property must be filed not later than 1 year�hal�ySttrfZtrt<te4 PY (Gov. Code, Sec. 911.2). CArr. Ccc.,.Q LQx.c. TO: CI YOFQdtNdv. C.� (-ar- ncYS C,Gc.., c " Age h ;r CI9- yl"13a _ Address to which Claimant wishes notices sent. WHEN did damage or injury occur? 8151 C63 WHERE did damage or injury occur? j i- G_ A HOW and under what circumstances did damage or Injury occur? 0-1 13Sa- l_V -'t 'irr s s s .vim ^,yr' 1-r r s-, s1 S `1 �� ° - �U o �,— l(--7) i r. n I _off r-, c-) -j'— WHAT particular action by the City, or its employees, caused the alleged damage or injury? (Include names of employees, if known) iL -�' a \s _ 2�n Y- sv..oa_rvrsr:� tCYI� pC.A-- l� WHAT sum do you claim? Include the estimated amount of any prospective loss, insofar as it may be known at the time of the presentation of this claim, together with the basis of computation of the amount claimed (Attach estimates or bills, if possible) C]r1 \'� t= r't'��-'OY1s Cs \ L)Ih Yh1 ��.``��. 1\2•¢L]1�xs_) $ 1 CrV Total Amount Claimed: $ ,5 .ry a Q D NAMES and addresses of witnesses, Doctors and Hospitals: i , C 1 � \11�-QM�. Nor�..�y_i -� ;lU\ .)Pr AAY'A.nt1 91-7 eL3 CAPISSw A•Wkd� r{;g ,' P 4 � 'q TF �� °• nr C ci A ) City of Rancho Cucamonga Community Services Department Accident Revert (Report must be submitted to Director of community Services within 24 ho� Date of Report Date of Iil)ury �> _C 2- d . Name of Injured Address Parent's Ilamc (if minor) LOCATION where accident occurred N:\TU °,E of injury r r _ l iilll was d' -os it ion o. unjured erson and at whose direction? ;lame of Physician or Ilospital administering treatment (if applicable) Witnesses: Name Address Phone Al 14a:: activity being supervised at time of injury? Yes_ No If no, where was supervisor? Signed I /�� "� /��` _ / rilA y •''f `,r _ Classification T Dare X1) 3 SAN ANTONIO COMMUNITY HOSPITAL 999 SAM ENtRMARDINO ROAD. UPLAND. CALIFORNIA 91709 I +IY 4N August 25, 1983 • TO: CITY OF RANCHO CUCAMONGA SURJ: Carissa Wulf Injury at Swim Lessons held at Alta Loma High School. To Whom It May Concern My daughter, Cerissa Wulf was enrolled in the swimming lessons from July 25, 1983 to August S, 1983, at the Alta Loma High School. She is seven years of age, and was placed in the beginners class. On Friday, August 5, 1983, the last day of the lessons, She jumped in the pool and hit her chin on the edge. It was a deep enough cut that resulted in an emergency situation. She was taken to the San Antonio Hospital in Upland, . where she was treated with stitches. Then five days later the stitches were removed and a tetnus shot given. I want the city to know that I was very disappointed in the way the situation at the high school was not handled. The instructor acted like she did not know whni to do. It), babysittor brought my daughter home to me, Then I rushed her to the school and spoke with the instructor. She didn't know how to treat the problem, and I was very upset. I then rushed her to the emergency room at the hospital where she was treated. I am enclosing the hospital and doctor's bills for you to pay. Please give this prompt attention. Regards, 0,4 , LIU Alva Wit tf 0 �� 9280 lurch Cucamonga, CA 91730 714 /989 -7018 • (TAT(N(MT V PRESTON R. MERRELL, ..0 l. ln. 1 • 2 3 4 5' 6 7 8 9 10 11 12 13 • 14 15 16 17 18 19 20 21 22 23 24 25 26 • 27 28 LAW OFFICES OF Imo Mobl, MAIN sTn[n. EWT[ coo eANrA ANA, cAU1oIINIA 10.1.1 T[IEFNON[ " Al as['Eaa� Attorneys for Claimant, SIGNAL MAINTENANCE INC. CLAIM OF SIGNAL MAINTENANCE INC., ) 1 Claimant, ) V5. ) CITS' OF RANCHO CUCAMONGA, 1 1 Respondent. ) ---- -- -._. ------ -- - -- - -) (PACE [[lOV MR m.OIC ETAW ONLTI Cm of RANCHO CUCAMONGA ADMINISTRATION SEP14 18191�Id1�111'16 CLAIM OF INDEMNITY ]Government Code Section 910] Tn Tlii. CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA: YOU ARE HEREBY NOTIFIED that claimant, SIGNAL MAINTEN�,:XE INC., the address of which is 2720 East Regal Park Drive, Anaheim California 92806, claims damages from the CITY OF RANCHO CL'CA11ONG in thc, amount of any settlement or judgment awarded to or entered in favor of plaintiffs, Joan M. Meson, William F. Von Huben, and Carol Jean Von Huben, in Action No. OCV 30621, entitled Joan M. Mason, et al., vs. Frederick Docks, et al„ now pending in the Ontario Branch of the San Bernardino County Superior Court . thu exact amount of which claim is not and cannot 'Iota be stated with any exactitude ,r greater precision. Claimant is informed and believes and thereon alleges, on July 11, 1982, a 1972 Chevrolet operated by Beatrice Von Huben with the result that Beatrice Von Huben anal William Von Huben were decn „sed, wbilo traveling near the intersection of Fourth I'� e IJ Street at its intersection with Etiwanda Avenue, County of San 'I 2 Bernardino, collided with a certain 1978 Ford tractor and 1982 . ' 3 Freultauf trailer owned by Shaeffer Trucking Con,�any and operated 4,', by Frederick Karl Docks. Following the accident, the heirs of 51 decedents, Joan M. Mason, William F. 'von Huben and Carol Jean 61 Von iluben, filed a complaint for damages for wrongful death, 71 on Npril 19, 1983, against Frederick Docks, Shaeffer Trucking 8 Company, Inc., Southern California Edison Company, Kaiser Steel 9 Company, City of Fontana, City of Ontario, County of San Bernardino, 10 County of San Bernardino Environment Public Works Agency, County 11' r >f San Bernardino Depart -.eit of Transnortati.on and Flood Control, i 12 San Bernardino County Flood Control District, City of Rancho 13 I Cucamonga, Econolite Corporation, Signal Maintenance In,,. as 14'! Action No. OCV 30621, in the Ontario Branch of the San Bernardin 15 County Suporicr Court. A cop; of the complaint of Joan M. Maso,i li 161 William F. Von fluben and Carol .lean -eon Huben is attached and 176 i.ncornorated by reference as Exhibit "A ". j 18' The names of the public employees causing the claimed 19 damages to person and property of Beatrice Von Ruben and William 20,' Von Ifubon which give rise to claimant'= subject claim under the 21 22 23 circumstances set forth above are unknown to claimant at this time.; i Claimant's claim for indemnity accrued, as against the City of Rancho Cucamunrya on June 13, 1983 when cl.aim.v t was served 24 with summons and complaint in Action No. OCV 30621, entitled I 25 Mason v.,. Frederick 17ocks, et al., now pending in the Ontario 26 '' Branch of the San Bernardino County Superior Court. 27� The amount of money claimed by claimants, by way of • 28 indemnity, from the City of Rancho Cucamonga, is equal to that -2- A n I �r • G1 L.J I 11 2 3 4 5 6 7, 8 9 101 11 12 13 ! 14 i 15 16 17 18 19 20 21 22 23 24 25 ! 26 27 28� amount ultimately awarded or entered in favor of plaintiffs Joaa M. Mason, et al., by way of settlement or judgment, in Action No, OCV 30621, now pending in the Ontario Branch of i the San Bernardino "County Superior Court, and that amount cannot now be stated with any exactitude or certainty. All notices or other communications with regard to this claim should be sent to R. J. Mosher, Esc., Law Offices of i Alvin M. Cassidy, 1010 North Main Street, Suite 300, Santa Ana, California 92701, (714) 835 -9431. DATED: September 12, 1963 LAW OFFICES OF ALVIN M. CASSIDY By__ fll.,t OSBER -3- rL/ a 1� 2 31 I 41 5i 6 7 s 9 10 11 12 13 14 15 16 17 19 19 20 21 22 23 2r, 25 26 27 26 C LAW OFFICo LA FOLLIT=, JOHNSON, SCHROCTER 6 DENAAS F F4YONAL . —RAIUM .SO NORTH V{RMUNT AVENUE LOS ANGELES. CAUFCRNIA 60006 TSU... W.) 4N -3600 Atmme7E for Plaintiffs, JOAN M. MASON, WILLIAM F. VON HUBEN, CAROL JEAN VON HUBEN (¢PdCL nLIAW FTI¢ mLiNC SIAM O \LYI pRt61NH� Ft1E� pPR 191993 W est Dlstlerk County f SUPERIOR COURT OF THE STATE OF CALIFORNIA FOR THE COUNTY OF SAN BERNARDINO JOAN M. MASON, WILLIAM F.- ) VON HUBEN, AND CAROL JEAN ) VON HUBEN, ) Plaintiffs, ) v l ) FREDERICK DOCKS, SHAEFFER TRUCKING COMPANY, INC., E ) SOUTHERN CALIFORNIA EDISON ) COMPANY, KAISER STEEL COMPANY, ) CITY OF F'ONTANA, CITY OF ONTARIO, ) COUNTY OF SAN BERNARDINO, ) COUNTY OF SAN BERNARDINO ) ENVIRONMENT PUBLIC WORTS AGENCY, ) COUNTY OF SAN BERNARDINO I DEPARTMENT OF TRANSPORTATION AND ) FLOOD CONTROL, SAN BERNARDINO ) COUNTY FLOOD CONTROL DISTRICT, ) CITY OF RANCHO CUCAMONGA, ) ECONOLITE CORPORATION, SIGNAL ) MAINTAINANCE, INC., and DOES 1- ) 100, INC•'•USIVE. , ) Defendants. ) NO: OU 3GS21 s is COMPLAINT FOR DAMAGES FOR WRONGFUL DEATH COMES NOW, the plaintiffs herein, and for their causes of action against the defendants, and each of them, allege as follows: _ • �) I • 2 3 4I 5 6 7 8 9 10 11 12' 13 14 • 15 16 17 18 19 20 21 22 23 24 25 26 27 40 28 C C , 1. The true names and capacities, whether individual, corporate, associate or otherwise, of defendants DOES 1 -100, inclusive, are unknown to plaintiffs who therefore sue said defendants by such fictitious names, and will seek leave of court to amend this complaint when the same shall have been ascertained. Each and every defendant designated herein as a DOE defendant was responsible or liable for the events or happenings referred to herein which proximately caused injury and damages to the plaintiffs as hereinafter alleged. 2. Plaintiffs herein are the surviving heirs and children of =he decedents, WILLIAM VON HUBEN and BEATRICE VON HUBEN. 3. That at all times herein mentioned, FREDERICK DOCKS, SHAEFFER TRUCKING COMPANY, INC., SOUTHERN CALIFORNIA EDISON COMPANY, KAISER STEEL COMPANY, ECONOLITE CORPORATION and SIGNAL MAINTENANCE, INC., were persons and entities validly existing and doing business by virtue of the laws of the State of California. 4. That at all times herein mentioned, CITY OF FONTANA, CITY OF ONTARIO, COUNTY OF SAN BERNARDINO, COUNTY OF SAN BERNARDINO M;VIi.O: ?McNTAh PUBLIC WORKS AGENCY, COUNTY OF SAN 13ERNARDINO DCFART': i;GT OF TRANSPORTATION AND FLOOD CONTROL, CITY OF RANCHO CUCNdO:;GA, and SAN BERNARDINO COUNTY FLOOD CONTROL DISTRICT, were and are public entities validly existing pursuant to the laws of the State of California. ---- - _ -2 ;iv 1 2 3 4 5 6 7 6 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 .5. That at all times herein mentioned, the defendants, and each of them, were the agents, servants, and employees of • their co- defendants and were as such acting within the scope, course and authority of said agency and employment. Each and every defendant, when acting as a principle, was negligent in the selection, training and hiring of each other defendant as agent, servant and employee. 6. .....t at all times herein mentioned, Fourth Street at its intersection with Etiwanda Avenue was located in the County of San Bernardino, and owned, controlled and maintained by public entities, including, without limitation, the CITY OF FONTANA, CI ^.Y OF ONTP.RIO, COUNTY OF SAN BERNARDINO, COUNTY OF SAN EERNARDINO ENVIRONMENTAL PUBLIC WORKS AGENCY, COUNTY OF SAN DEPARTMENT OF TRANSPORTATION AND FLOOD CONTROL, CITY* OF R,NCHiD CUCAMONGA and SAN BERNARDINO COUNTY FLOOD CONTROL Di=iCT. /. That at all times herein mentioned, defendants, SOUTHERN ;LIFOR:dIA EDISON COMPANY and RAISER STEEL COMPANY as well as the Imo. Hove al;eged public entities, and DOES 1 -10, owned, controlled and maintained property located adjacent to the above described intersection, which property consisted, in part, of large mounds of dirt and debris which obstructed the view of drivers approaching the above described intersection. •R♦ •RR eRR • -3- P3 I 2 3 4 5 6 7 8 9, 30 11 12 i 13 ill 14 • 15 16 17 18 19 20 21 1 22 23 24 1 25 1 26 27 28 C 81 That at all times herein mentioned, ECONOLITE - OR ?OR >,TION and SIGNAL MAINTENANCE C014PANY and DOES 21 -40, had responzibility, in whole or in part, for the design, manufacture, supply, installation:, distribution, assembly and maintenance of .affic signals, signs and other traffic devices at the subject intersection, which signals, signs and traffic devices eere negligently and improperly designed, manufactured, supplied, 34str_buted, assembled and maintained so as to be in a dangerous and dcfccti:•e condition. 9. That at all times herein mentioned, FREDERICK KARL DOCKS, ;d GOES 41 -45 were employed by SHAEFPER TRUCKING CO: {?ANY, INC. and DOES 11 -20 as truck drivers and were operating a certain 1978 Ford tractor and 1982 Freuhauf trailer with the knowledge, consent, :ermiss :on and agreement of their employers and principles. 10. That at all times herein mentioned, SHAEFFER TRUCKING - OMPANY, INC. and DOES 11 -20, negligently hired, trained and .nstructed their employees as to proper driving procedures, including the drinking of alcholic beverages while on duty; that ]the acts and omissions of the employers and employees, res.octively have been ratified, each by the other. 11. That on July 11, 1982, the above described intorselction :as in a dangerous condition, which condition was known to and /or created by the acts of the defendants, and each of them. Without -4- j,I(. 1 2 3 4 5 6 7 6 9i 10 11 12 13 14 15 16 17 is 19 20 21 22 23 24 25 26 27 28 1 C C limitation, the intersection was in a dangerous condition for the reason that its traffic signals, signs and devices, were • non- operational, a condition that had occurred prior to the subject accident and of which the defendants, and each of them, had actual or constructive notice, but had failed to take protoctive measures. 12. That, furthermore, the subject intersection was in a condition by reason of visual obstructions and sight dcst_nce limitations created by reason of the condition of adjacent properties, including large mou::ds of dirt and debris d next to and adjacent to the involved intersection. 13. That at all times herein mentioned, the defendants, • and each of them, negligently and carelessly drove, oper 10 rated ...nod, maintained, equipped, serviced, repaired, controlled and ncpf;cted the above described tractor and trailer so that it _Llicod with a 1972 Chevrolet operated by BEATRICE VON ACHE\, with the result that BEATRICE VON RUBES and WILLIAI•: VON HUBEN worc dec -ased on July 11, 1982; that said accident was further caused by the dangerous condition of tile suolect intersection, and negligence of each other defendant in that, without limitation, the. in t:r,oction was in a dangerous condition and negligently uwno, , controlled and maintained by each defendant and as a.',leged herelr,,:i, -,ve; that the traffic signs, signals, controls and devices at. the subject intersection were negligently and improperly • 0 1 1, 2 3 4 5 6 7 8i 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 2V C designed, manufactured, supplied, installed, distributed, assembled, maintained with the result that thev were in a defective condition, subjecting the responsible defendants to liab.i:ity under the laws of negligent and strict liability in tort .,r defective products. 14. That plaintiffs, and each of them, have timely comp Led with all applicable claim statute requirements and timely `fled suit after the involved accident of July 11, 1952. 15. That as a direct and pro :cimate result of the aforen..tiDned dangerous condition and negligence and carelessness of the defendants and each of them, plaintiffs, and each of them, have beer, deprived of the care, comfort, society, protection, pport and financial benefit of their decedents, BEATRICE VON .it'BE:: a..' WILLIAM VON HUBEN, all to their general damage accc_ding to proof. 4: ii =REDO RE, plaintiffs, and each of them, pray for judgment agniast defendants, and each of them, as follows: R „ 1I} i. For mon ^_y damages for tLe wrunyiui death of BEATH;.CE VON HUBLN and WILLInN VON' HUBEN; 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 c � 2. For costs of suit; and • 3. For such other and further relief as the Court may deer just and proper. .,TED: April 11, 1983 LA FOLLETTE, JOHNSON, SC: ?ROE ^_E2 6 D HAAS RRR RJR By: l..l DOD: FESLER, Attorneys JOAN M. :li,5O::, I117IIAM F. VON HCEEN, and CAROL JEAN VON H U9EN 0 -7 h LJ • • 0 • Is STAFF REPORT 4li T DATE: September 21, 1983 TO: City Council and City Manager FROM: Lloyd B. Hubbs, City Engineer BY: Richard Cota, Assistant Civil Engineer SUBJECT: Notice of Completion of Base Line Road Overlay Improvements (43- 20 -51) 19%% The Base Line Road Overlay Improvements Project has been completed to the satisfaction of the City Engineer.' These improvements included asphaltic concrete (A.C.) overlaying and /or reconstruction of Base Line Road between Carnelian Street and just east of Vineyard Avenue. Considering that the bid advertisement preceeded the actual overlay design by L. D. King, Inc., due to advertisement and construction time constraints (Alta Loma High School schedule and Traffic Signal at Vineyard Avenue schedule), the Engineering Staff requested authorization on the August 17 City Council meeting to increase the bid quantities and corresponding costs to reflect the overlay design. Subsequently, the Engineering Staff hereby requests authorization to increase the following bid quantities and corresponding costs to reflect actual construction costs: 1) 92 tons A.C. @ $23.00 /ton = $2,116.00 2) Miscellaneous additional work = 900.00 I ,= Overall costs for the subject overlay will be: Original bid proposal - $54,961.00 August 17 requested increase = 7,004.00 Current increase = 3 016.00 SUBTOTAL 35981 -0-6 10% contingency 6 498,10 TOTAL 371',47920 The Engineering Staff recommends that the Council approve the acceptance of the project, authorize the bid quantity increases, costs and final payment and direct the City Engineer to file a Notice of Completion with the County Recorder and release performance surety and retention. d? CITY CNNCIl STAFF REPORT Acceptance of Base Line Overlay Improvements Septe:uber 21, 1993 Page 2 • RECOMMENDATION it is recornended that Council accept as complete the Base Line Overlay Road lmprovements and approve the attached resolution authorizing the City Engineer to file the "ietice of Completion and release performance bonds and retention ana authorize final payment. RP, P91 fjlly submt ted, LSH:BZ:Jaa Attach ^ents r • • �� 0 RECORDING REDUESTED BY: CITY OF RANCHO CUCAMONGA Post Office Box 801 Rancho Cucamonga, California 91730 WHEN RECORDED MAIL TO: CITY CLERK CITY OF RANCHO CUCAMONGA Post Office Sox 807 Rancho Cac amonga, California 91730 NOTICE OF COMPLETION NOTICE IS HEREBY GIVEN THAT: 1. The undersigned is an owner of an interest or estate in the hereinafter described real property, the nature of which interest or estate is: BASE LINE ROAD OVERLAY IMPROVEMENTS (43- 20 -51) 2. The full nerve and address of the undersigned owner is: CITY OF RANCHO CUCAMONGA, 9320 -C Base Line Road, Post Office Box 807, Rancho • Cucamonga, California 91730. 3. Do the 2nd day of September, 1983, there was completed on the hereinafter described real property the work of improvement set forth in the contract documents for: BASE LINE ROAD OVERLAY IMPROVEMENTS (43.20 -51) 4. The name of the original contractor for the work of improvement as a whole was: FONTANA 'A'.1 ,14G, INC. 5, The real property referred to herein Is situated in the City of Rancho Cucamonga, County of San Bernardino, California, and is described as follows: BASE LINE ROAD BETWEEN CARNELIAN STREET AND EAST OF VINEYARD AVENUE CITY OF RANCHO CUCAMONGA, a municipal corporation, Owner Date: September 21, 1983 Jon Mikp s, ayor 0 • RESOLUTION NO. 83- p� A RESOLUIION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ACCEPTING THE PUBLIC IMPROVEMENTS FOR BASE LINE ROAD OVERLAY IMPROVEMENTS (43- 20 -51) AND AUTHORIZING THE FILING OF A NOTICE OF COMPLETION FOR THE WORK WH;2EAS, the construction of public improvements for Base Line Road between Carnelian Street and east of Vineyard Avenue have been completed to the satisfaction of the City Engineer; and WHEREAS, a Notice of Completion is required to be filed, Certitying the work complete. NOW, THEREFORE, be it resolved, that the work is hereby accepted and the City Engineer is authorized to sign and -file a Notice of Completion with the County Recorder of San Bernardino County. PASSED, APPROVED, and ADOPTED this 21st day of September, 1983. AYES: NOES: • ABSENT: ATTEST: Lauren M. Wasserman, City Clerk Jon D. Mikels, Mayor J E r Piv ns DAMrUI rlTr nMnXTrA STAFF REPORT J F DATE: September 21, 1983 '> -197 TO: City Council and City Manager FROM: Lloyd B. Hobbs, City Engineer BY: Richard Cota, Assistant Civil Engineer SUBJECT: Award of Sapphire Street Sidewalk Improvements (06- 25 -71) Sealed bids were received September 9, 1983 in the office of the City Clerk and were publicly opened and read at 10:00 am. Attached is a summary tabulation of bid proposals received. The Engineering Staff has analyzed the bids and finds them correct and acceptable. These improvements include sidewalk and handicap ramp improvements on the east side of Sapphire Street between Banyan Street and just north of vinmar Avenue. RECOMMENDATION It is recommended that City Council award the contract to Tri -City Construction and authorize execution of the contract at the subject contract amount plus 10% for contingencies. Respectfully submitted, ajv j/ LBH:R as Attachment �1 e A • • CITY OF RANCHO CUCANOAiA SUNAIARY OF PROPOSALS OPENED PROJECT: Sapphire Street Sidewalk Improvements DATE: September 9, 1983 LOCATION: Sapphire Street trot Banyan to Vi-er CONTRACT NO. 06 -25 -71 Gabi Const. Co. Tri -City Const. Riverside Const. J. N. Concrete ITEMS QUANTITIES 910 AMOUNT BID AMOUNT BID AMOUNT BID AMOUNT BID 1 Clearing)Grobbing Lamp Sum 2,000.CO 1,850,00 5,300.00 1,890.97 2 Traffic CODLtDI L� Sum 2,000.00 100.00 1,650.00 515.50 3 F.C.C. Sidewalk /Ramm 13,006 S.F. 1.85 24,875.10 1.43 19,217.00 1.32 17,748.72 1.73 23,352.15 •19,227.78 •23,261.58 4 6- FCC curb 1,863 L.F. 10.00 1B,63D.00 4.50 8,383.00 5.40 10,060.20 5.75 10,718.27 -8,383.50 •10,712.25 5 "j, wtr mtr /baz 2 Each 50.00 100.00 100.00 200.00 57. DO 134.00 5.15 10.30 6 Remove PCC C 6 G 113 L.F. 10.00 1130.00 5.77 652.00 10.00 1,130.00 10.31 1,165.03 - 652.01 7 P.C.C. deflector 21 L.F. 30.00 210.00 9.00 189.D0 8.00 168.00 10.31 216.51 TDTAL 48,945.10 30,891.00 36,190.92 37,872.13 - 30,902.29 - 37,775.14 •Carrecled PYn.Un is 0 MOUNT 810 AMOUNT `fMM? 1 I 0 E is CITY OF RANCHO CUCAMONGA STAFF REPORT DATE: September 21, 1983 t: Q, TO: City Council and City Manager 19 FROM: Lloyd B. Hubbs, City Engineer BY: Barbara krall, Engineering Technician SUBJECT: Approval of Parcel Map 7972 submitted by Pneudraulics and located at the southeast corner of Arrow Route and Helms Avenue Parcel Map 7972 was approved by the Planning Conenission for the division of 8.5 acres into 2 lots within Subarea 3 of the Industrial Area Specific Plan located at the southeast corner of Arrow Route and Helms Avenue on June 8, 1983. Street improvements with the exception of sidewalk and landscaping on Parcel 1 are existing. These improvements will be constructed at the time of development of the parcel. RECOMMENDATION It is reconnended that City Council adopt the attached resolution approving Parcel Map 7972 and authorizing the City Clerk and City Engineer to sign said Map. spe fully submitt/ed� L BH:BKias Att,chments v • TENTATIVE slaEr �l PARCEL MAP N0. 7972 IN ➢¢ CITY DF RANCHO CLCAm)NGA BEING A pVISION Df A POFTION OF THE SOUTHEAST I14 OF SECTION 10 A14RFE5 EDSrS AS 5H0w'N ON MW OF CUCAMONSA LANDS. kECORDED N BOO" 4 OF NAPS. PAGE 9. RFCG DS OI° SAN BERNARDINO CWNTY. STATE OF CALIFGi.NIA LINVILLE - SPND[NSON 8 ASSOCIATES FRAF,'8 HlL. u.n 1,%, s B L`nd s..eros ug gg i4 -1 °" ""` "P "pro if £510ENFIA: ._ �9• ex � SI' \�_ _ _— � \`. as � a �.s. i -w`.� � stns 9F Rl'• ^.'i 1:'H i "•41J "fT ,• r_S -S.' � 7 s -. El R1.0! :A KWi �J 0 I I not u�i,•: CITY OF ttnNCt Icy cU'cANIONcn PAR[ n M4P af'"i�: -•:�; '� 7972 �; .•.' I :NC;IN[71:RING DIVISION Iw T VICINITY NIAP 1 \III a P Ke • RESOLUTION NO. 6, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING PARCEL MAP NUMBER 7972 (TENTATIVE PARCEL MAP NO. 7972) WHEREAS, Tentative Parcel Map Number 7972, submitted by Pneudraulics, Inc. and consisting of 2 parcels, located at the southeast corner of Arrow Route and Helms Avenue, being a division of a portion of the southeast 1/4 of Section 10 marked "Eddis ", as shown on map of Cucamonga Lands, Recorded in Book 4 of Maps, page 9, records of San Bernardino County, California was approved by the Planning Commission of the City of Rancho Cucamonga; and WHEREAS, Parcel Map Number 7972 is the final map of the division of land approved as shown on Said Tentative Parcel Map; and WHEREAS, all of the requirements established as prerequisite to approval of the final map by the City Council of said City have now been met. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Rancho Cucamonga, California, that said Parcel Map Number 7972 be and the same is hereby approved and the City Engineer is authorized to present same to the County Recorder to be filed for record. • PASSED, APPROVED, and ADOPTED this 21st day of September, 1983. AYES: NOES: ABSENT: ATTEST: Lauren M. Wasserman, icy -MTT kep 49 Jon D. Mike s, Mayor 7� CITY OF RANCHO CUCAMONGA STAFF REPORT DATE: September 21, 1983 TO: City Council and City Manager FROM: Lloyd B. Hubbs, City Engineer bi: Michael D. Long, Public Works Inspector r GItCA.ti(pT^ �C` 9 z l C t 19:; SUBJECT: Award of Traffic Signal at Archibald and 4th Street FAU MG- 3041(159) Bids for said project were opened on August 19, 1963 at 2:00 pm. The apparent low bidder is Grissom & Johnson, Inc. Staff feels this bidder is reputable and reliable, additionally, Grissom & Johnson, Inc. has constructed traffic signals for the City on past projects. Also, the State of California (CalTrans) has given its approval for the contract to be awarded. RECOMMENDATION • Whereas Grissom & Johnson, Inc. is the apparent low bidder and because they have been found to be reliable and reputable and because the State has given their approval for the award of the contract, Staff recommends that City Council award this contract to Grissom and Johnson, Inc, for the sum of $68,330.00 plus $6,670.00 contingencies. _Respgc tfully submi ted, �'r/�LBH: jaa Attachment I iY� STATE b CA�WMNIA— WSiNESS AND TRANSRORTATDN AGENCY GeOME DEURMEIIAN. Ge.Rns DEPARTMENT Of TRANSPORTATION TA e, PO SOX SAN N SE EERNARdNO. CAUD II[GRNIA %Id! 1IE August 26, 1983 08- SBd- O -RCuc Archibald Ave --, At Fourth St .,.'t ... '...7 c. .. ?Ir. Lloyd B. Hubbs City Engineer City of Rancho Cucamonga P. 0. Box 807 Rancho Cucamonga, CA 91730 Dear `!r. !!ubbs: ' We have reviewed the bid summary for the above - referenced project and concur in the award of the project to Grissom and Johnson, Inc. of Santa .Ana, California. We note the low bid was 568,330, 6: under the Engineer's Estimate. .A cony of the Detail Estimate and Expenditure Authorization Financing Sheet is attached for your information. After award, • please send us a copy of the final contract documents and the previously requested non - collusion affidavit. If you have any questions, please contact Mr. Carl Radsick, (714) 383 -4579. Very truly yours, D. C. WEAVER Chief, Local Assistance Att n • OLl'AIt'1 i.L V: UY '1ILIJSeUa.'ni'UN PF.NDITURE AUTHORIZAT:CON FINANCING FOR .TRACTS AWARDED BY LOCAL AGENCIES • TO: FIr. Robert 0. Watldns Date 3 -26 -83 ATTN: Mr. C. G. Da ^-.cr File S!H- O -RCuc E. A. No. 26740-S/4/7 SUBJECT: Expenditure Authorization Amounts Project No. :cam ;rdnft 5�1 Based on the bid submitted by Grissom $ Johnson, inc. the Federal Funds t0 be used in this project are ind =cased bzIcv Contractor Paid By Citv of Rancho Cucamonga Phase No of EA TOT:.L TOTAT, COST OF FART IC. FEDERAL OTHER WORX FUNDS FUNDS 1 PE -0- 2 R/W Engr. _0_ s Admin 0- 9 R/W 0- 9 Reloc. Ass't(SJ3AO55) 0- `-" STCI 68,330 Util. Trainee Sup. 1':k Ag. Fur. V,atls Conting. 6 670 , 4 Contr. Total - 75,000 "10,600 75 000 "'T 75,000 -0- —u- 3 Const. Encr. 1hT 10,000 6 Striping By Agcy. -0- 11180 -0- 1,uu0 -0- -0- _ 7 Source Insp. TOTAL 86,180 86,000 86,000 180' Federal Participation 100 8 Reimbursement Ratio 100 _8 *Adm. Off. REMARKS: Form DF1 -OLA- 0 Signature d. • t+�.rC ' _ Title Asst. Local Assistance I.ngr. SRd- 0 -R(:uC l(7 -3041 (1 s9) DETAIL ESTIMATL To be, usud as a basis of agreement for Federal-Aid Urban Project • No. HC- 30-110GI) in San Bernardino County in the Cities of Rancho Cucamonga and Ontario at the intersection of Archibald Avenue and Fourth Street. Construction Authorization Date: April 8, 1983 Type: Traffic Signals and Lighting Cede: Y031 Item Estimate Length 0.1 Mile Item Unit No. Item Description Unit Quantity ' Price vmount 1 Traffic Signal F Lighting LS - -- - - - -- $59,580 2 Asphalt Concrete Paving T014 125 70.00 8750 Subtotal Contract Items 68,330 Contingencies 6,670 Contract Total 75,000 Const. Engineering 11,000 • Total Cost $86,000 Summary Construction: Total Participating Federal Other Cost Cost Funds Funds Code Y030 $86,000 $86,000 $86,000 -0- ROD:eo 8 -26-83 Contract Items Participating: $68,330 = 100% Reimbursement Ratio: 100% Appropriation Code: W37 ii f • CITY OF RANCHO CUCAMONGA SUMMARY Of PROPOSALS OPENED 0 PROJECT: TnHic Signal and Safety Lighting GATE: A,9ost 19, 1983 LDCATIOn: 4[M1 Scree[ and arch ie aid Avenue CONTRACT N0. 06-25 -65 , 6r isso, t ,101l5on ile0b E1Kt1Cal Const Stelnl a1N Co- Smith E1K. Paul Gardner CorP. Paige Electric Co. _ ITEMS OUANTIT:ES BID MOUNT BID AMOUNT BID AMOUNT 8I0 AMOUNT 810 AMOUNT 810 AMOUNT ' 1. Install Tra /f is Signal Lump Smn 59,580.00 66,180.00 70,200.00 68,860.00 66,052.00 79,635.00 2. A.C. P" nq 325 Tans 70.00 8,750.00 68.80 8,600.00 70.40 8,800.00 70.00 8,750.00 62.25 7,781.25 93.00 11,625.00 TOTALS 68.330.00 74,780.00 79.000.00 77,610.00 73,833.25 91,260.00 Intersection "gat. Morel E1Ktric a. Culpepper Baiter - Griffin ITEMS QUANTITY BID AMOUNT BID AMOUNT BID AMOUNT BID AMOUNT 1. Install Tra / /ic Signal Lump Sua 64,055.00 69.D15.00 68,079.00 75,500.00 2. A.C. Paving 125 Tois 60.00 7,500.00 68.00 8,500.00 62.25 7,781.00 95.00 11, 875. DO INITIALS 71.555 -00 77.515.00 75.850.00 87,375.00 9 • 9 DATE: TO: FROM: BY: SUBJECT CITY OF RANCHO CUCAMONGA STAFF REPORT 14- Gf 7 Z �: r4 September 21, 1983 . �'` Is '> i' City Council and City Manager Lloyd B. Hubbs, City Engineer Barbara Krall, Engineering Technician Approval of Parcel Map 1000 submitted by James De Bose and located on the south side of 19th Street, east of Jasper Street Parcel Map 7000 was approved by Planning Commission for the division of .54 acres into 2 parcels within the R -1 zone located on the south side of 19th Street, east of Jasper Street on September 14, 1983. Street improvements adjacent to the Map have been constructed. RECOMMENDATION It is recommeded that City Council adopt the attached resolution approving Parcel Map 7000 and authorizing the City Clerk and City Engineer to sign same Man. RespRctfully submitted, LBHW, tjaa Attachments r. 1 J .... AT .... ssmrn— TENTATIVE MAP PARCEL MAP 7 wo o ✓�•�^ IN THE CITYOF `an"¢uAR RANCHO CUCAMONGA owx l Po ....... . �'."p..cxac xmnox ✓. ..�.. e. my rrr, wn.m.. abvl n. MoD 5922. _ " 2 MB 62 /]5 rni fO IT I,ioo i�, .. ....w. + _ Ma�£TEENTH STREET a F .0 �....n. W ¢ w • I.ml l 11YrtN 1 •ury rr. Yiuru.M �. uu u.. C .N .uN• J � 1 I 1¢ ° r.r rrr Acts SITE PLAN _. iir • RESOLUTION NO. ` ,`, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING PARCEL MAP NUMBER 7000 (TENTATIVE PARCEL MAP NO. 7000) WHEREAS, Tentative Parcel Map Number 7000, submitted by James D@Bose and consisting of 2 parcels, located on the south side of 19th Street, east of Jasper Street, being a division of Parcel 1 of Parcel Map 5922 as recorded in Parcel Map Book 62, page 35, County of San Bernardino, California was approved by the Planning Commission of the City of Rancho Cucamonga; and WHEREAS, Parcel Map Number 7000 is the final map of the division of land approved as shown on said Tentative Parcel Map; and WHEREAS, all of the requirements established as prerequisite to approval of the final map by the City Council of said City have now been met. NOW, THtREFORE, BE IT RESOLVED by the City Council of the City of Rancho Cucamonga, California, that said Parcel Map Number 7000 be and the same is hereby approved and the City Engineer is authorized to present same to the County Recorder to be filed for record. . PASSED, APPROVED, and ADOPTED this 21st day of September, 1983. AYES: NOES: ABSENT: ATTEST: Lauren M. 'Wasserman, City Clerk kep Jon D. Mi a s, Mayor i 0 • Is OTMv nc n n XTPUn PT TP n U"W tl e STAFF REPORT t vR F' z x DATE: September 21, 1983 TO: City Council and City Manager FROM: Lloyd B. Hubbs, City Engin SUVE.CT: Consent Calendar, Bond Release Tract No. 9435 - located South of 19th Street and East of Haven Ave. OWNER: Crismar Development Corp. 2120 Wilshire Blvd., Suite 200 Santa Monica, California 90403 Monumentation Bond $3,250.00 Certification from the project engineer, Madole and Assoc., Inc., indicates that all final monuments have been set and that he has been paid in full. r 0 to Is CITY OF RANCHO CUCAMONGA STAFF REPORT DATE: September 21, 1983 TO: City Council and City Manager FROM: Lloyd B. Hubbs, City Engineer BY: Paul A. Rougeau, Senior Civil Engineer SUBJECT: Release of Improvement Security for 6123 Amethyst Street The sum of $3,600.00 was posted in August 1981 and an agreement executed by Mr. Harley Lovitt for improvements to Amethyst Street at the location of a new house. Since that time, an arrangement has been made among the Cucamonga County Water District, Mr. Lovitt and the City for the completion of street improvements along 400 feet of Amethyst Street as one project under contract to the Cucamonga County Water District. This arrangement is covered by the attached agreement and by money already deposited with Cucamonga County Water District by Mr. Lovitt for his share of the work. A contract for the work has been awarded to Laird Construction Co. with construction to begin shortly. For this reason, Mr. Lovitt is requesting release of the cash security previously posted. Mr. Lovitt's portion of the contract exceeds the amount of the existing security. RECOMMENDATION It is recommended that the E3,600.00 security held by the City in lieu of street improvements at 6123 Amethyst Street be released to the developer. Rpejtfully submi ted, LBH;I� jaa Attachments CITY of RANCHO CUCXM0W;d • IMPROVEMENT AORENENT fo r 1127 Amethyst Avenue (AM 1062- 401 -12) KWOOU ALL MLA BY TRESP. PRESENTS, That this agreement Ls made and entered into, In conformance with the provtsions of the Municipal Code and Regula- tions of the City of Rancho Cucamm,ga, Stair of California, a municipal c po;aU on, hetc,c -ftor referred to ad the City, by and between said City and yael¢y_Y —add Imah .1 lovi . M1,shand and wif ae i.inp tenants here,m.,fl [ referred to as the Developer. HITNESSETi: TPT, PMERE)S, pursodot to said Code, Developer has [squealed approval by the City of, -U2.L in acecrdance with the pro of the �retpoo report of the rw,mmuntty Development Director [h et eon, and v any amendments thereto; and. WHEREAS, the City has established certain requirements to be met by amid developer prior to granting the final approval of the development; and WHEREAS, the execution of this agreement and posting of improvement security as Irereinafter cited, and app, --yd by tha City Attorney, are deemed to be equivalent to print completion of said requirement, for the purpose of securidg said approval; NOW, TOEP.ErCR ?, it is hereby agreed by and between the Clty and the Developo a, fol laws: 1. The developer hereby agrees to construct at developer', expense all improvements described oa page J hereof within nine moths If the date hereof. 2. The tern of this agreement shall be ine_rtnn[Iq, tormenting o n e the date of a cution hereof by the City. This agreement shall be in default on the day following the last day of the team stipulated, unless s Ald term has been extended as hereinafter provided. J. The Developer may requnat additional time in which m complete the provi- sions of this agreement, In writing rot less than four weeks prior to the default date, And including a statement of circumstances of necessity for additional time. In consideration of such request, the City reserves the right to reyfaw the prnvie,mu. hereof, including construction stamldrda, net estimate, and sufficiency of the improvement security, and to ,,Ire adl,ret men is thereto when warranted by snbdtantial changes therein. 4. If the Devr lope[ falls o I noglects to cm,1y with the provisions of this aV.rrrmrnt, the City shall have the right at any time to cause said provf- cim s to be completed by any Incful m and thrreuvon to r from ,id N vrinprr and/or his surety the fuli1 anpt and expense Incurred in an do „ 6. RncmaJ,nent Manila shall he oht,.iucd by tAm Drvrloeer from the uffic of ,he Cite roginrer prior to srnrt of any ork within the prrhlie right of puny. and the dovrloper ,hall [redact such work to full coollinnee with um vgul.itinns ro nt ai mead thrrrtn. Non- compliance may r e mule in stopping of the work 6, ot,y. and a.s, ssmr nt of the prnAltirsprovided. 6. public ri hl of way improvement cork rrryrin•d shall be c ullructed in with npprovpd Im prom stmt pi ens, Stand.,[d SlIclflcatlons and St, H,r, Dt aw Inge and .,my sP ^c bad .men d m.mts lhlecto. Cnnatrnetie� sha in ll clude Any transitlons ami!or other inoldrnt.,l work deemed nee for dralnag r. nr pubit, safrmv. RCE12A ^ ENGINEERING COPY • IMPROVRIENT ACRIIY.MNT • • 21 work .Inn, altbin cnixtlu at rdeta shall hr dll itr ntiy Puraa'd to connle- }Inn; tha City .h,it hard the rl ebt tr ,nnpiate • •nd oil dark in vent of o,lluxtafie.l lb L1y in nn +p letl••n. and to r• all ,mu .,a,$ M1e Mean.¢ incur reJ (mm eLe me n9. Dev¢lorer and /nr hia rmntractar by any lau(ul S. The Do ll I , she: 11 bu resPPro ib le fm' real:¢¢manl. re locatlnn, o val Of any <empnnent of :no irrigation voter system in c, lia at the req aired work to the seti.faction of the City Engineer and the owner of the dater rystem. 9. Tha 0. volpi•er shnll ba rexrnaliblo for romwll of all laanc rock end other chit" from the Public 'We of uay dup r ting from e d a lurk don oa the eat praPerty Pr within saki right ofuay. a 1 10, tin• too, Ic,,r ub., 11 pin at and mat a t a to parkway trees as dtrerted by the Comnunity Dovelmpeont Director. 11. T,.• imp rnveswnt I nrtity to be furninhed by the 0,alnper to Bun dotes enmplrtinn of tile¢tarms of this agreemrnt 91,111 b¢ snhiect to the anrroval Of the City Attorney. The principal amount of said improvement security shall be at leas than the .meant .noun below: IIWROVV %NT SECURITY SUB`IITTED; Faithful Performance Boo,; $2,d00.00 TYPE SURETT /AGENT PRINCIPAL MOUNT WII.li.l and Labor Bond $1,200,00 1:1 UITNCSS IM.oy, the Portia. hard to halo ranged [bear Present to be duly e9eni4vl and Acknowledged with all formalities required by Lou an the date• see fotth npp0aitd their aigO.td...: DEVE OPER p• p BT: e" DATE: a ' J / —O I BY ;1 DATE: c1- 1/- F/ WITNESS: / -- DATE: CITY OFeWCNO WCRIONDA, CALfFORAIA ( mw,ictret anrpnratlon t BY: _ \ Iuvnn , CITY CLDRR DAI Lt' b.y .(,o A CTr: of 0..¢f.:!0 GG::O6'G\ • CO:STAUCTM:.\TD SOHO CSTL•:\TC E::CRU. \C`CIENT PEr111T FEE SCNEDCL -c (Attach to ^IDnpeetor'v C r ") DATE: 8/6/81 PC@flT ND, ccr.mTCD DY J. Stufs. Jr. File Ref[rentt file] Aceth"t Ave. City Dravin5 tN.a RFN 1062. 401 -12 NOTE: Dom not include current fee (or yr ltfnG pemit or pavenent replace - nent deposit.. CO.NSTR ldf COST MD ATE. ^Y .1 r • t •m "•• n• r r 9c I.E. v f i• only M1° L.F. . \. r. acres IS ^In nin\ L.F. a•' P.' f.. d[vnik 9.F. 6" DHVO A n nch S.F. a Erma fn 51 e.t vi. Racrvnt,. I t.T. InMr[[d IAEofITtM lraml n inn of ^rade S.F. S. F. . A.[. m r J•n t,n0 tuN A.C. nn to 1100 o TON TON a A.C. Patin ftrrornl le an NO 480 S.F. TOICk A.0 .Yi ust Sever C.O. to Grade .\ 1'a r \'q 1 E.1. i'A. Street CONSTRUCTIDS CAST g Ins CO. <TIW,, :Y COSTS S 375 TOTAI CONSTRITTTON COSTS S2t400 FAITIDTIL P(T.FORNANCF. POM (100:) $2.400 IABOR AND MATERIAL RUSD (W.) $1,200 ENCINET.RINO TNSPTCTtOt FEE S 120 (FEE SCHEDULE) NO:UMN'TATION BOND (C\511) S -0- • V • AGREEMENT FOR AMETHYSI AVENUE STREET IMPROVEMENTS This Agreement is made and entered into this 28th day of June . 19 83 by and between Harley Lovitt ( LOVITT), the CITY OF RANCHO CUCAMONGA, a municipal corporation (CITY), and the CUCAMONGA COUNTY WATER DISTRICT, a public agency (DISTRICT). RECITALS WHEREAS, the CITY, the DISTRICT and LOVITT desire to mutually participate in the construction of street improvements on Amethyst Avenue; and WHEREAS, the DISTRICT has expressed its willingness to act as lead agency for said construction. NOW, THEREFORE, IT IS AGREED AS FOLLOWS: • COVENANTS 1, The DISTRICT shall act as lead agent in contracting and administration of a construction contract for the AMETHYST AVENUE STREET IMPROVEMENTS from 539.98 feet north of Lemon Avenue to 395.98 feet south of Banyan Avenue, said improvement as further described in City of Rancho Cucamonga Drawing No. 820 . 2. The DISTRICT, CITY and LOVITT agree to share in the cost of improvement in proportion to actual bid amount for said quantities as described in the attached Exhibit "A ". 3. The CITY and LOVITT agree to post funds with the DISTRICT in the amount of said share plus ten percent contingency within thirty (30) days of award of the contract. 4. The Contractor shall be required to obtain a Construction Permit from the CITY prior to commencement of construction and shall perform all work in conformance with the provision of said permit and to the satisfaction of the City Engineer. 10 -1- 5, Each party shall indemnify the other parties and its officers, agents and employees against and hold them free and harmless of and from all claims and liabilities of any kind arisicg out of, in connection with, or resulting from, acts of omissions on its part or on the part of its officers, agents, contractors, and employees in connection with the construction. 6. This Agreement may only be chanced with the mutual consent of the parties in the form of written contract amendments. 7. This Agreement and the terms and conditions contained herein are all subject to a successful award of a construction contract. IN 'WITNESS WHEREOF, Agreement as the date first the parties have executed this above written. CITY OF RANCHO CUCAMONGA BY: AT TESTS CUCAMMONGA COUNTY WATER DISTRICT By : � A l, CKk.<l'i..� -t Ian ATTEST: 1 r By. iv Ha r ey�Covitt -2- v J J rJ 0 • EXHIBIT "A" CITY OF RA:'1CHO CUCAMONGA 1. 1/3 Lump Sum Clearing, Grubbing, Removals and Subgrade preparation. 2. 115 Linear Feet B" Curb and Gutter 3. 2530 Square Feet 3" A.C. Pavement over 4" Aggregate Base, Including feather to join. 4. 600 Square Feet 4" P.C.C. Sidewalk. 5. 1 - 12" wide residential drive approach. 6. Subtract items 9 and 10 from LOVITT portion. CUCA'd0'IGA COUNTY WATER DISTRICT 1. 1/3 Lump Sum Clearing, Grubbing, Removals and Subgrade preparation. 2. 110 Linear Feet 8" Curb and Gutter. 3. 2420 Square Feet 3" F.C. Pavement over 4" Aggregate Base inccuding feather to join. 4. 770 Square Feet 4" P.C.C. Sidewalk. 5. 1 - 12' wide residential drive approach. 6. 1 - Parkway culvert Std. Drawing No. 305. • 7. 1 - Drain Channel. B. Relocate sprinkler system and vault. 9. Adjust valves and manholes to grade. 10. Relocated sprinkling system. H`RLEY LOVITT 1. 1/3 Lump Sum Clearing, Grubbing, Removals and Subgrade preparation. 2. 90 Linear Feet 8" Curb and Gutter, 3. 2645 Square Feet 3" A.C. Pavement over 4" Aggregate Base including feather to join. 4. 450 Square Feet 4" P.C.C. Sidewalk. S. 1 - 12' wide residential drive approach. 6. 3 - Type L Markers 7. 35 Linear Feet of A.C. Dike, 8, l: Oth: �Sguaz�e cxfe etxxRfx:A:xFcxxd�ench<xpa;bclt. 9. 2.5'6 Plan Check Fee (City of Rancho Cucnmanga Fee) 10. 5e Inspection Fee (City of Rancho Cucamonga Fee) 11. 1/3 Lump Sum Engineering and Contract Administration (CCWD Fee) • RESOLUTION NO. 83- !, /; Y- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, CALIFORNIA DESIGNATING BASE LINE ROAD AS A THROUGH STREET WHEREAS, Title 10 of the Rancho Cucamonga Municipal Code refers to Through Streets when establishing rights -of -way at intersections and when restricting pedestrian crossings; and WHEREAS, Title 10 authorizes the establishment of Through Streets by resolution; and WHEREAS, Base Line Road is a major arterial carrying high volumes of traffic across the City. NOW, THEREFORE, BE IT RESOLVED that Base Line Road be designated a Through Street from the West City Limit to Interstate 15 except at Turner Avenue and Etiwanda Avenue. PASSED, APPROVED, and ADOPTED this 21st day of September, 1983. AYES: • NOES: ABSENT: ATTEST: Lauren M. Wasserman, City Clerk 40 Jon D. Mike s, Mayor • ORDINANCE NO. AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, REZONING ASSESSOR'S PARCEL NUMBER 207- 211 -24 LOCATED ON THE WEST SIDE OF VINEYARD AVENUE BETWEEN ARROW ROUTE AND FOOTHILL BOULEVARD FROM A -1 TO R -3. The City Council of the City of Rancho Cucamonga, California, does ordain as follows: SECTION 1: The City Council hereby finds and determines the following: A. That the Planning Commission of the City of Rancho Cucamonga, following a public hearing held in the time and manner prescribed by law, recommends the rezoning of the property hereinafter described, and this City Council has held a public hearing in the time and manner prescribed by law and duly heard and considered said recommendation. B. That this rezoning is consistent with the General Plan of the City of Rancho Cucamonga. • C. This rezoning will have no significant environmental impact as provided in the Negative Declaration filed herein. 9 SECTION 2: The following described real property is hereby rezoned in the manner stated, and the zoning map is hereby amended accordingly. Assessor's Parcel Number 207 - 211 -24 approximately 1.93 acres in size and located on the west side of Vineyard Avenue, between Arrow Route and Foothill Boulevard, is hereby changed from A -1 (Limited Agriculture) to R -3 (Multi- Family Residential). The Mayor shall sign this Ordinance and the City Clerk shall cause the same to he published within fifteen (15) days after its passage at least once in The gaily RReport, a newspaper of general circulation published in the City oT Ontario, California, and circulated in the city of Rancho Cucamonga, California. • • 'AV - - - -- CITY OF RANCHO CUCAMONGA Gt1CA l9�C STAFF REPORT 9r ���° t DATE: September 21, 1983 _� z TO: City Council and City Manager 1977 FROM: Lloyd B. Hubbs, City Engineer BY: Barbara Krall, Engineering Technician SUBJECT: ORDERING THE WORK IN CONNECTION WITH ANNEXATION NO. 14 TO LANDSCAPE MAINTENANCE DISTRICT NO. 1 Attached for City Council approval is a resolution ordering the work in connection with Annexation No. 14 to Landscape Maintenance District No. 1 for Tract Nos. 12090, 11144, 11T,3, 11173 -1, 12184, 11663 and 12019 through 12025. The developers of the tracts have been notified of the hearing by mail and notices have been posted at each site. The attached resolution also approves the Engineer's Report which was tentatively approved by Resolution No. 83 -145 on August 17, 1983. RECOMMENDATION It is recommended that City Council approve the attached resolution ordering the subject annexation to Landscape Maintenance District No. 1 and approving the Engineer's Report. lly subrpitted, LBWK:jaa Attachments �� /'�� USA Properties Find • April 21, 1923 City of Rancho Cucamonga 9328 C Baseline Road Rancho Cucamonga, CA 91730 RE: TRACT 12090 Discovery Village Townhomes To Whom It May Concern: USA Properties Fund, Ltd., as owner and developer of the above referenced tract, agrees to join, when established, the city-wide landscaping and lighting district. Sincerely, USA PROPERTIES FUND, LTD. By: USA PROPERTIES FUND, INC. General Partner Surinder S. Kahlon Vice President SSK /amlh 1801 W,Istnre Boulevafo, Swfe A. P 0 Box 2165. Santa Manna. Caf�foma 90406, (213j 4533311 5�v A 0 r 1 ♦J ( t � ORP May 24, 1983 Mr. Llovd Hobbs City Engineer City of Rancho Cucamonga P.O. Box 2807 Rancho Cucar•,onga, Ca.,91730 Ref; Tentative Tract #11144 Dear i.r. Hobbs • We are the developers of Tentative Tract #11144, consisting of 16 buildings totaling 62 units on approx. 5,0 acres located on Vineyard Ave. south of Foothill Blvd. in the City of Rancho Cucaronga, Calif. We agree to have the tract included in the "Special Assessment District" for landscape and the "Special Assessment District" for lightinq, as provided by the City of Rancho Cucamonga, Cal. Sincerely, Tac Dcvelopnent Corp. Mr.• T. A. Christenson President. 19 hm; •7:333IIIiLLMANMTT• • RANCHO CIY'AMONCA, CALIFORNIA 917Rn • (714)989 -:725. M. J. Brock & Duna, irrc. Cr,••. �, r,•� .¢innr,a IF ?° . ar tai ^, Swre?N 9• ^n Ca 871i; I July 15, 1983 Lloyd Hubbs Engineering Department City of Rancho Cucamonga P.O. Box 907 Rancho Cucamonga, CA 91730 Re: Tract Nos. 11173 6 11173-1 Dear Lloyd: Please consider this letter our request for inclusion in the City of Rancho Cucamonga's Landscape Maintenance District No. 1 within whose boundaries the above two referenced tracts lie. Additionally, we request that your office send to us a letter with an estimated annual cost per individual lot owner within our project in order that our sales personnel will have a somewhat accurate number to relay to our prospective home buyers. 1 believe that our lot owners will be paying a somewhat reduced assessment because there is a homeowners association for the project which will be maintaining perimeter landscaping which falls within the realm of Landscape Maintenance District No. 1. Should you have any questions, please do not hesitate to contact me. Thank you for your attention to this matter. Sincerely, Les Thomas Project Manager Rai � C � • TOWN &COUNTRYOEVELORMENTS March 8, 1983 .:a tnF}J), : L i]S 3 MR, JOE STOFFA CITY OF N:jt ',HO C6C� LiOk: City of Rancho Cucamonga ,,,,)�r(w^ C.•!:`- -: ^ -'� 9320 C Baseline Road Rancho Cucamonga, California 91730 ne: Tract 12184 - Letter of Intent Dear Mr. Stoffa: Please use this letter as Town & Country Developments, "Notice of Intention to join the Landscape and Light- ing District." 9 • Very t ly your JFZ+ idf ,4z.... r RCJ:hs • 61 TOO 133 Norm w.iay O'enpe. C.10. —e 90669 X71 a) 997 -3970 MARLBOROUGH DEVELOPMENT CORPORATION • August 20, 1982 City of Rancho Cucamonga 9340 Baseline Road Rancho Cucamonga, CA 91701 Attention: Lloyd Hubbs Re: Tracts 12019, 12020, 11663 Gentlemen: We agree to the inclusion of Tracts 12019, 12020 and 11663 in the city -wide Lighting and Landscape districts. Very truly yours, • MARLBOROUGH DEVELOPMENT CORPORATION � Paul II. Byrne Vice President - Engineering PNB /sl ) • c� 3 pY PI. AZA PPZp nF'4TI;RY P1 PN Fn9T Al IITF 1450 InC A04rl FS CAI IFORNIA 9W67 a211Ldi 61Ji • MARLBOROUGH DEVELOPMENT CORPORATION July 14, 1983 City of Rancho Cucamonga 9340 Baseline Avenue Rancho Cucamonga, CA 91701 Attention: Lloyd hubbs Re: Tracts 12021 through 12031 Gentlemen: We agree to the inclusion of Tracts 12021 through 12031 in the city -wide Lighting and Landscape Maintenance District. • Very truly yours, 0 MARLBOROQ4 DEVEL CORPORATION Paul N, Byrnes Vice President - Engineering PN6 /sl i� ONE CENTURY PLAZA 2029 CENTURY PARK E A5T SUITF 1 v5^ ICS ^4!;H FS CAI IFORNIA M067 1213) 553 5131 • RESOLUTION 40. 83- '(•�j A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA ORDERING THE WORK IN CONNECTION WITH ANNEXATION NO. 14 TO LANDSCAPE MAINTENANCE DISTRICT NO. 1 FOR TRACT NOS. 12090, 11144, 11173, 11173 -1, 12184, 11663 and 12019 THROUGH 12025 WHEREAS, the City Council of the City of rancho Cucamonga did on the 17th day of August, 1983, adopt its Resolution of Intention No. 83 -146 to order the therein described work in connection with Annexation No. 14 to Landscape Maintenance District No. 1, which Resolution of Intention No. 83 -146 was duly and legally published in the time, form and manner as required by law, sho4n by the Affidavit of Publication of said Resolution of Intention on file in the office of the City Clerk; and WHEREAS, after the adoption thereof, notice of the passage of said Resolution of Intention, headed "Notice of Improvement ", was duly and legally posted in the time, form, manner, location, and number as required by law, as appears from the Affidavit of Posting said notices, on file in the office of the City Clerk; and WHEREAS, after the adoption thereof, notices of the adoption of the • Resolution of Intention were duly mailed to all persons owning real property proposed to be assessed for the improvements described in said Resolution of Intention No. 83 -146 according to the names and addresses of such owners as the same appears on the last mailing or as known to the City Clerk of the City of Rancho Cucamonga, which said copies were duly mailed in the time, form, and manner as required by law, as appears from the Affidavit of Mailing on file in the office of the City Clerk; and • WHEREAS, said City Council having duly received considered evidence, oral and documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the contemplated work and the benefits to be derived therefrom and said City Council having now acquired jurisdiction to order the proposed work. SECTION 1: It is hereby resolved by the City Council of the City of Rancho Cucamonga that the public interest and convenience requires the annexation to the District and the ordering of the work, and said City Council hereby orders that the work, as set forth and described in said Resolution of Intention No. 83 -146 be done and made; and SECTION 2: Be it further resolved that the report filed by the Engineer is hereby finally approved; and SECTION 3: Be it further resolved that the assessments and method of assessmentin 5e Engineer's Report are hereby approved. Resolution No. Page Z SECTION 4; Be it finally resolved that said assessments shall not . begin until after 60 percent of said tracts have been occupied. PASSED, APPROVED, and ADOPTED this 21st day of September, 1983. AYES: NOES: ABSENT: ATTEST: Lauren M. Wasserman, City Clerk Jon D. Mike s, Mayor r % is 0 1•.i'. r/ r. 1 �C a • CITY OF RANCHO CUCAMONGA Engineer's Report for ANNEXATION NO. 14 to the Landscape Maintenance District No. 1 Tracts 12184, 11163, 12019 through 12025, 11173, 11173 -1, 11144 and 12090 SECTION 1. Authority for Report This report is in compliance with the requirements of Article 4, Cnapter 1, Division 15 of the Streets and Highways Code, State of California (Landscaping and Lighting Act of 1972). SECTION 2. General Description This City Council has elected to annex all new tracts into Landscape Maintenance District No. 1. The City Council hr.s determined that the areas to be maintained will have an effect upon all lots within Tracts 12184, 11163, 12019 through 12025, 11173, 11173 -1, 11144 and 12090 as wolf as on the lots directly abutting the landscaped areas. All landscaped areas to be ma;..tained in the annexed tracts are shown on the Tract Map as roadway right -of -way or casements to be granted to the City of Rancho Cucamonga. • SECTION 3. Plans and Specifications The plans and specifications for the landscaping have been prepared by the developer and have been approved as part of the improvement plans for Tracts 12184, 111.63, 12019 through 12025, 11173, 11173 -1, 11144 and 12090. The plans and specifications for the landscaping are in conformance with the Planning Commission. Reference is hereby made to the subject Tract Map and the assessment diagrams for the exact location of the landscaped areas. The plans and specifications by reference are hereby made a part of this report to the same extent as if said plans and specifications were attached hereto. E SECTION 4. Estimated Costs No costs will be incurred for parkway improvement construction. All improvements will be constructed by developers. Based on historical data, contract analysis and developed work standards, it is estimated that footmaintenance per yeaosts These assessment arepuestimated will only, a actual as sessmenterwill square based on actual cost data. The estimated total cost for Landscape Maintenance District No. 1 (including Annexation No. 14 comprised of 79,754 square feet of landscaped • area) is shown below: Total Annual Maintenance Cost S.30 X 364,520 square feet = S109,356 Per Lot Annual Assessment $109 356 = 43.45 2517 lot Per Lot Monthly Assessment $43.45 = 3.62 2 months Assessment shall apply to each lot as enumerated in Section 6 and the attached Assessment Diagram. Where the development covered by this annexation involves frontage along arterial or collector streets, which are designated for inclusion in the maintenance district but will be maintained by an active homeowners association, these assessments shall be reduced by the amount saved by the District due to said homeowner maintenance. SECTION 5. Assessment Diagram • A copy of the proposed assessment diagram is attached to this report and labeled "Exhibit A ", by this reference the diagram is hereby incorporated within the text of this report. SECTION 6. Assessment Improvement for Annexation No. 14 is found to be of general benefit to all lots within the District and that assessment shall be equal for each parcel. The City Council will hold a public hearing in June, 1984, to determine the actual assessments based upon the actual costs incurred by the City during the 1983/84 fiscal year which are to be recovered through assessments as required by the Landscape and Lighting Act of 1972. SECTION 7. Order of Events 1. City Council adopts resolution instituting proceedings. 2. City Council adopts Resolution of Preliminary Approval of City Engineer's Report. 3. City Council adopts Resolution of Intention to Annex to District and sets public hearing date. 4. City Council conducts public hearing, considers all testimony and determines to Annex to the District or abandon the proceedings. • /,-7 9 lJ 5. Every year in May, the City Engineer files a report with the City Council, 6. Every year in June, the City Council conducts a public hearing and approves, or modifies and approves the individual assessments. 3 ASSESSMENT DIAGRAM LANDSCAPE MAINTENANCE DISTRICT NO. 1 ANNEXATION NO. 14 TR 12090 0 0 CITY OP RANCI IO CUCA, \TONGA �•�..\ A EXHIBIT A • '- ENGINEC•.RtYC DIVISION VICINITY M.Al' �' i page ASSESSMENT DIAGRAM • LANDSCAPE MAINTENANCE DISTRICT NO. 1 ANNEXATION NO. 14 TR 11144 `J 9 A--/ CIT1' OF RANCI 10 CUC MONTC,A n ExHtstT a ENGINEERING DIVISION �T VICINITY SLAP ,7�j l�l page ;ASSESSMENT DIAGRAM LANDSCAPE MAINTENANCE DISTRICT NO. 1 ANNEXATION NO. 14 11173 S 11173 -1 `e J. I i J' Al >`-o %...^ CITY OF RANCI IO CUC.I,%IONGA S EXHIBIT A • ENGINEERING DIVISION p m -a' VICINITY MAP N ASSESSMENT DIAGRAM • LANDSCAPE MAINTENANCE DISTRICT NO ANNEXATION NO. 14 TT, 12184 -. . L' A 11 I � I1.: � •j I CITY OF RANCI IO CUCAMONGA ENGINEERING DIVISION VICINITY MAP 7 0 A N L EXHIBIT A P08e ASSESSMENT DIAGRAM LANDSCAPE MAINTENANCE DISTRICT NO. 1 • ANNEXATION NO. 14 TR 11163 and 12019 thnl 17625 • r�4n •i^ CITY 01: RANCI 10 CUCAi \IOVGA w EXHIBIT A• y, V a ENGINEERING DIVISION ' T VICINITY MAP P R ORDINANCE NO. 208 AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA AMENDING SUBSECTION A5 OF SECTION 5.04.290 OF THE RANCHO CUCAMONGA MUNICIPAL CODE TO CLARIFY THE MEANING OF GROSS RECEIPTS OF REAL ESTATE BROKERS FOR THE PURPOSES OF BUSINESS LICENSE TAKES The City Council of the City of Rancho Cucamonga, California, does ordain as follows: SECTION 1: Subsection A5 of Sentian 5,04,P90 of the Rancho Cucamonga Municipal Code is hereby amended to read as follows: 5. In the cave of real estate brokers maintaining an office within the city, all real estate commissions will be included when reporting the gross receipts of the business except such portion of gross receipts reflecting sales made of real property out of the city where the outside sales are required to be reported and business • license paid thereon to another community. In the case of real estate brokers maintaining an office within the city, gross receipts shall not be reduced because of any compensation paid, directly or indirectly, to a real estate sales person licensed under such broker. In the case of real estate brokers not maintaining an office within the city only real estate salesmen's commissions from sales of real property within the city shall be reported as gross receipts. and in all other respects, Section 5.04.290 of the Rancho Cucamonga Municipal Code shall remain the same. SECTION 2: Section 1 of this Ordinance shall become effective on the thirtieth day following the adoption of this Ordinance, or on January 1, 1984, whichever is later. SFCTION 3: The Mayor shall sign this Ordinance and the City Clerk shall attest, to the same, and the City Clerk shall cause the same to bb published within fifteen (15) days after its passage, at least once in The Daily Report, a newspaper of general circulation, published in the City of Ontario, California, and circulated in the City of Rancho Cucamonga. PASSED, APPROVED, and ADOPTED this 21st day of September, 1983. Is AYES: NOES: ABSENT: 0 I 1 n, n ♦ win I 1 n , , ..n \rn STAFF REPORT ��?P 'r I C ? . C DATE: September 21, 1983 o0977 i TO: Members of the City Council and City Manager FROM: Rick Gomez, City Planner BY: Tim J. Beedle, Senior Planner SUBJECT: RECOMMENDATIONS ON DRAFT FOOTHILL COMMUNITY PLAN 3AC°GROUID: This report briefly reviews previous reports which have been considered by the Planning Commission on the Foothill Community Plan and their subsequent decisions. On August 30, 1983, the Planning Commission held a public meeting to consider recommendations to the City Council. These recommendations are included within the analysis and recommendation section of this staff report. In addition to the draft Foothill Community Plan which the Council previously received, the County staff recently completed the draft Environmental Impact Report which now accompanies this report. This Environmental Impact Report should be used to provide further background information on the recmmendations of the Planning Commission. The County staff will be present in order to briefly overview the plan and answer questions from the Council. Once complete, the Council recommendations will be forwarded to the County Board of Supervisors. The County Planning Commission will hold their first meeting on this plan on October 6, 1983 at Lions Park Community Center. ANALYSIS AND RECOMMENDATION: The City's Planning Commission recommends approval of the draft Foothill Community Plan subject to the following recommendations: LAND USE AND DEVELOPMENT STANDARDS 1. ISSUE: The majority of the Community Plan follows the land use FiTierns of the City's General Plan. Differences exist within areas where topographic slopes exceed 30 percent. Because of environmental and safety hazards in these areas, the "Slope /Development Guidelines" of the City's General Plan limit development on areas with slopes greater than 30 percent. The draft Foothill Community Plan provides for one dwelling unit per 10 acres gross density, which exceeds the "Slope /Development Guidelines ". RECOMMENDATION: In areas with slopes which exceed 30 percent, de4e p-ment should not exceed one (1) dwelling unit per 40 acres. CITY COUNCIL STAFF REPORT Draft Foothill Community Plan September 21, 1983 Page 2 r 1 LJ 2. ISSUE: The use of density transfers provides a means of locating development away from sensitive areas to areas 'pore suitable for development. Without limitations on use of this development technique, impacts on surrounding areas and services due to accumulation and concentration of development well above the underlying land use density could be significant. RECOMMENDATION: Density transfer should be used only to avoid eve pment in environmentally sensitive areas, provided that any density transfer will not adversely impact the surrounding area's service capacity, land use characteristics, and is consistent and compatible with the surrounding residential areas. In no case shall the permitted use or permitted building type be other than single family detached residential in the area north of Alta Loma. 3. ISSUE: The City's Master Plan of Trails indicates a system of equestrian trails linking to a regional trail system within the planning area. The Draft Foothills Community Plan incorporates the standards and trail locations as shown on the Master Plan; however, Section 'AF 3.0215 of the Plan does not provide implementation of the trail system until an "Acquisition and Maintenance Program" is intact. • RECODPIENDATION: A public facilities and finance plan should be developed —the entire planning area which speciflcrlly examines the implementation of a trail system. This recommendation is discussed further in item 8 of the report. Language should be incorporated into the Plan which will provide for necessary trail dedication within residential development which is consistent with the Master Plan of Trails and annexation into any necessary service districts. ISSUE: The Community Design Element of the City's General Plan stresses use of landscaping to enhance the public and on -site spaces (principally along ad3oining streets). One of the most evident characteristics of community design is landscaping along park strips and around public areas. Examples of the contrast between areas with and without adequate landscaping can be seen within this community. The Draft Foothills Community Plan deals with some community design issues, however, there are no specific standards for landscaping in public areas other than for slope stability reasons. • 7 Ll CITY COUNCIL STAFF REPORT Draft Foothill Community Plan September 21, 1983 Page 3 RECOMMENDATION: Provide language within the Plan which requires the fo oowing an scaping standards for new development: A. Along park strips or unimproved public street rights -of -way abutting development within interior streets, landscaping shall be provided to a minimum standard of one 15- gallon tree per 30 linear feet of frontage. Along collector streets the minimum standard shall be one 15- gallon tree per 20 linear feet of frontage, with suitable vegetative ground cover and an irrigation system. 3. Within commercial development, landscaped areas shall be no less than 10 percent of parking and driveway areas and landscaped with a minimum of one 15- gallon tree per 3 parking spaces. 5. ISSUE: The City's General Plan Land Use Development Standards stresses the need for development of parks within existing residential areas and as part of developing areas. The City's General Plan provides standards for require park land dedication • within npw residential development. The Draft Foothills Community Plan does not include a park land dedication requirement. The area north of Etiwanda holds the majority of the population within the planning area and will affect most of what happens with our own pa,'<s program. It will be necessary for a service district to be established for the maintenance of future parks. This matter is further discussed in item 8. San Bernardino County's Ordinance 2126 provides the means to enact park land dedication requirements on new developments. RECOMMENDATION: The Plan should set forth appropriate language requiring par land dedication or a lien fee for all new residential developments using a minimum standard of 3 acres of improved park land per 1,000 population. Future development should be required to be annexed into a service district for park maintenance. 6. ISSUE: Although the Foothill Plan does not specifically address affordable housing, it incorporates the use of the San Bernardino County -wide policy which provides up to 100 percent density bonus for affordable housing. This policy does not consider the environmental constraints or potential service constraints which area inherent within the planning area. Moreover, it is quite infeasible that affordable housing could be provided in the hillside areas. Any affordable housing policy should designate suitable areas for affordable housing and set ultimate housing capacities for future dwellings in areas which will receive the density bonus. -7�o CITY COUNCIL STAFF REPORT Draft Foothill Community Plan September 21, 1983 Page 4 • RECOMMENDATION: Develop, in consultation with the City, an affordable housing policy for the Foothill Community Plan which takes into consideration location and physical features which may I- f'uence housing costs. Such a policy would require the definition of holding capacity at a subarea based on planned service capacity, environmental constraints, and surrounding land use characteristics. This should be done through the development of a specific plan or other similar document, such as a plaTMed urban development plan. 7. ISSUE: As development occurs, future coordination between the City and County jurisdictions will be necessary. The San Bernardino County General Plan policy supports coordination with local agencies through the application of a Community Plan. Language should be incorporated into the Foothill Community Plan to assure for this coordination. RECOMMENDATION: The Plan should contain language which assures that the City wifibe consulted during the review of any development plans. The County shall forward material on development plans, EIR's, subdivision, or other types of development proposed, at the earliest possible date in order to provide sufficient time for city • comment and consideration by the San Bernardino County staff, Planning Commission and Board of Supervisors. COMMUNITY SERVICES: ISSUE: The Draft Foothill Plan does not delineate standards or policies for implementation of community service activities such as parks, schools, major infrastructure, fire and law enforcement activities, trails, and community buildings. Because of the magnitude of the size of the planning area (16,000 acres) and population (12,000 - 15,000), the issues involving financing and operating community services is not unlike Rancho Cucamonga's own problems in Alta Loma and Cucamonga prior to incorporation. Without • ^_c^•^'^ provisions for community services it is possible that the planning area will experience similar problems as those in the Alta Loma or Cucamonga area prior to 1977. RECOMMENDATION: A public facility and finance plan should be prepar�i� identifies service needs, financing and construction' and maintenance of public facilities such as fire and law enforcement facilities, schools, parks and trails, libraries, community buildings, sewer and water, and other infrastructure needs not necessarily provided and maintained by private development. • `77 CITY COUNCIL STAFF REPORT Draft Foothill Community Plan September 21, 1983 Page 5 • 9. ISSUE: At this time'no means has been established which can assure Tor—operation and maintenance of the community facilities discussed above. However, as development occurs the need for participating in these activities will become more pressing and if approved without adequate consideration of service demand would represent a lost opportunity. RECOMMENDATION: Prior to approval of any major development, a governmental service district and /or development fee shall have been established which can assure for the development, maintenance, and operation of certain community services such as parks and trails, maintenance of street landscaping, and community buildings. Annexation into the service district shall be required of any future development within the planning area. 10. ISSUE: The nature and level of detail of the Community Plan does not adequately address certain types of development issues which could cause conflict in the future, such as determining the ultimate holding capacity at a subarea level, defining detail community characteristics, establishing the circulation system design, and • establishing the relationship between developable areas and open space. These issues need to be addressed particularly in the residential areas extending north from Etiwanda to the hillside •.ahem the majority of development will occur. RECOMMENDATION: Prior to development in the following residential areas, a specific plan or other similar document such as a planned urban development plan should be completed: 1. North of Highland Avenue between Milliken and Day Creek; 2. East of the Day Creek recharge basin and north of the Etiwanda area extending into Day Creek Canyon; 3. North of Etiwanda extending between the mouth of East Etiwanda Canyon and San Sevaine Canyon; 4. East of Area 3, extending to Devore Freeway. Res;gtfully lubmitted, Rir. Goi City Planner 19 RG:T3:jr (Attachments: Draft Environmental Impact Report Planning Commission Minutes - August 30, 1983 7(J CITY OF RANCHO CUCAMONGA °J PLANNING COMMISSION MINUTES U� JrJ yL A,_1F Regular Meeting August 30, 1983 CALL TO ORDER Chairman Dennis Stout called the adjourned regular meeting of the Rancho Cucamonga Planning Commission to order at 6:30 p.m. The meeting was held at the Lion Park Community Center, 9161 Base Line Road, Rancho Cucamonga, California. Chairman Stout then led in tte pledge of allegiance. ROLL CALL PRESENT: COMMISSIONERS: David Barker, Addie Juarez (arrived 6:50 p.m.), Larry Mc Niel, Dennis Stout ABSENT: COMMISSIONERS: Herman Hempel (Excused) STAFF PRESNT: Tim J. Beedle, Senior Planner; Joan Kruse, Administrative Secretary; Jack Lam, Community Development Director; Paul Rougeau, Senior Civil Engineer • COUNTY STAFF PRESENT: Chuck Coe, Senior Planner; Doug Payne; John Perevuzik; Tommy Stevens Tim aaedle, Senior Planner, reviewed the staff report stating that it would be presented in two segments: the County presentation, followed by City staff review of the major issues on the questions that were raised at previous meetings. He indicated that following the presentation there would be time for torments. Mr. Beedle explained the process in the review of the draft plan indicating that the County Planning Commission would begin their hearings within the next four to six weeks. He indicated that following review of the plan by the Planning, Commission, a recommendation would be made to the City Council. Further, a copy of the Draft EIR will be furnished to the Planning Commission. Mr. (:hack rre, Senior Planner, made a presentation of the Community Plan on behalf of th -t County of San Bernardino. He indicated that this is the public hoar In pha:;e fn llowing the presentation last April of goals, policies and the land une mrp. Mr. rpm, indicated that the Draft Plan will be forwarded to the Planning Commisaion in October and to the Board of Supervisors by November. Mr. Coe stated that the propose of this meeting is threefold: 1. To bring the City Planning Commission up to date on the Community Plan as it developed since last April; r'i 2. to speak to the issue raised in the City's staff report relative to densities, land use districts, transfer of land use densities, service, • and equestrian trails; and 3. it is hoped that a finding could be made with a recommendation to the City Council to support the Community Plan that the Commission will feel is appropriate. Mr. Coe stated that while the EIR is not yet complete, no new concerns have been rnis ^_d. He added that the impact on services, such as water, sewer, roads, drainage, schools and fire services have been addressed, and he stated that the County has been working with the various agencies relative to services and would have a better idea when official comments on the Draft EIR have been received. Mr. Payne described the Community Plan stating that it is divided into seven section;, including land use categories and building types, along with their requirements. Mr. Payne stated that the general plan map and the circulation map re adopted by policy and the land use district map is adopted by ordinance. Mr. Payne discussed three major issues: Compatibility with the City's General Plan and Specif.c Plans stating that the areas most directly affected are Etiwanda and Alta Loma. He stated that the goal of the community Plan is to be complt ible with the west end of the community. Mr. Payne stated it is a goal of the Plan to discourage development on steep , nillsidcs by allowing a 100 percent density transfer to more buildable sires. He indicated special studies will be required where slope conditions arr: such that they would benefit by the study with preliminary grading proposals and on planned residential developments. Mr. Payne stated that future building must conform to existing slope conditions. Mr. Payne advised that the County does not have the ability to provide a finanoing planning program for public facilities. Further, that the Plan identifies specific land use categories that recognizes public services for the area. The water district, he stated, is proposing an on site water management district as set up by the state and he spoke of the infrastructure needed to support development. He indicated interim school fees are proposed for thoue schools which would be impacted in the Alta Loma and Chaffey school ui.^.trictn, and that this could be implemented once the districts approach the Board of 9uperviaors. Equestrian trails and hiking trails are identified in the plan and the standards for them could be readily available to developers in that they could be a part of the conditions of approval and could be made a part of the equestrian area. Mr. Tim Beadle reviewed the staff report. Chairman Stout asked about the issues contained in the report and asked for co=^ ents from the Commission, There were none. • Planning Commission Minutes -2- August 30, 1983 . f f e e 7:30 p.m. The Planning Commission recessed. 7:45 p.m. The Planning Commission reconvened. Cnair:.an Scut asked if any Commissioner had any issue that was not in the Plan that could or should be in it. Chair,--in Stout stated that the issues contained in the Plan should be broken into two different categories: those which are related to the Plan itself and those that relate to financing. Commissioner tdc Niel asked if what M• Payne had stated is that a review committee is used to determine the need for services. .+'r. Pey ne replied that any submittals like a subdivision would go before an environmental review board through the review process. Further, that services are an issue and would have to be examined, Mr. Payne explained that they also 'nave a subdivision review committee which includes water agencies, school districts, fire and police departments. Ccuc,issioner ;M Niel asked what effect a project will have five years from now if there is nothing that actually pinpoints what services will be required five years from now. • Mr. Payne replied that in general, the services that will be impacted are thou. ,erv:oes available to the community. If the number of homes are multipli-d out they can see by the factors what services will be needed. Commissioner XlcNiel stated that these are not incorporated into the Plan at this time. Mr. Payne replied that the County can do this by factoring for each specific purpose. Conmissioner Barker stated that if the County has something like this that worka for schools, he would like to see it because his has not worked for years. Mr. Coe replied that they did not mean to imply in their presentation that service needs would not be addressed but they don't know what they would need to Piily implement this Plan. Further, because of the scope of the Community Plan, financing can't be predicted and they did not know how, facilities would be proviicd. Commissioner Barker asked about parks, which have always been a problem to provide for. He asked specifically about the Rancho Cucamonga area and what provisions there would be for parks there. mr. Coe replied that those topics would be addressed individually as projects are Ciled. Further, that when formulating housing plans parks would have to be addressed by the developer who would have to provide public parks or to reserve land for parks. Planning Commission Minutes -3- August 30, 1983 �rl Chairman Stout stated that he is not familiar with the County process of • providing these services and was not sure where the Plan should stop and where the City's planning would begin. Mr. Stevens replied that when they any they cannot provide services beyond a certain level does not mean that these services will not be provided. 'rlL rther, that amen the Plan is adopted, they can come back and provide planning in much more detail that what they are doing today. Mr. Stevens indicated that their charge at this time is to do this level of planning and with the City's recommendation, it will tell the County that they need to go a step further in services. He further indicated that they have done this In the past any they can do it again but they need direction and authority from the Board of Supervisors in order to do it. Chairman Stet stated that through this Plan they are looking at a possible additional 10- 15,000 people in the area which is almost as much as a new city. P.e further stated that the Planning Commission does not want to wait until the foothills are developed the way that the Alta Loma area was before they begin planninZ for this development. He indicated that he could see the same thing, happening in the foothills that caused the incorporation of the City of Rancho Cucamonga to occur. Chairman Stout felt it critical to have some kind of financial plan for the area ani furtiier felt that possibly a moratorium on development of the area is needed. Chairman Stout stated that this is not a criticism of the plan because County planning staff has done exactly what they were sewed to do. • Mr. Stev�na replied that they will receive the Commission's comments on all the areas and be able instead of stopping all projects, to keep certain areas open for development. In turn, they would like to at least have the ability to move ahead if tney meet the City's concurrence or standards. Chairman Stout replied that it is not necessarily the standards- -that his concern In that an opportunity exists to design a financing plan to carry through 20 years from now with infrastructure that will be there. Mr. Coe stated that the County's plan acts as a catalyst for input on infraatructure and schools. Chairman Stout stated along with the several issues being discussed he noticed there did not seem tr be any difficulty with having equestrian trail standarda; however, he saw the issue or dedication as a possible "catch 220. Mr. Stm•ens replied that when a project comes through and if a trail is needed in rert3in areas, it will be provided. Cnmminaioner Harker asked how this would be accomplished. Mr. Steven5 replied that if it is needed they will reserve the land to protect the continuity to link up with the equestrian trails from project to project. Development of the trail system will come once a form of maintenance can be established. Parks would be taken care of in much the same manner and . he did not feel that providing for this would be insurmountable. Planning Commission Minutes -4- August 30, 1983 r� • Chairman Stout asked what the yuliey of the County has been in the past for ❑eintenance of parks and trails. Mr. Stevens replied that in certain areas they have districts that provide for parks, roads and drainage systems. He indicated that the parks are a high r :aintanance type service and is the one that needs the closest attention because a, the amount of money needed from the maintenance aspect. Mr. Stevens stated that when a developer has placed the improvements, it is also determined who will maintain. Co.a:.issioner Barker stated that a standard in the Plan states nothing will be don, on trails until the Board of Supervisors take action on a maintenance plan. Mr. Stevens stated they will make a change in the wording so that whatever is nec,ssery for the trails will be reserved. Chairman Stout stated that there are actually three different things going on: the reservation of the land itself; the trail standards of the City; and the maintenance. Of these three areas, Commissioner Stout asked just how far the Plan goes. 'M. Payne replied that in current County policy they cannot maintain the trails. 'what Mr. Stevens said is when the project comes through they will • hold the right -of -way and will pick up by designing structures and the offer of dedication in enough detail so that the trail system is clear. Therii was :;eneral discussion on how landscaping vill be ensured along with the trails standards. Ctair;an Stout stated that what the Commission should transmit to the County Pluming Commisaion and the Board of Supervisors is that they have strong conc,rn3 shout the lack of a financing plan for the services in the Community Plan. He felt that this should be done before any development occurs. Mr. Coe replied that it is important for this Planning Commission and the City Council to make their points known because there are many others who feel the some way ari that this would be competing for limited county Ponds. He indicated that the County is not designed to handle service areas and everyU me a new district comes up, they have a problem. He indicated that in Chino Hallo service was established as a part of the project and it is not :;oaethinn that they have an answer for. He indicated P.:rther that the City na +is to p.•r;onilly become involved in the revenue process. Chairman .`;Lout stated that if the City Council decides to ratify the Planning Commission's concerns there will be some sort of formal policy statement which goes to the County Planning Commission and the Board of Supervisors expressing their concerns. Mr. foe stated with regard to schools, the school disricts have a V ^hicle with the County to establish fees for impaction and when this is done the County Collects the fees. Planning Commission Minutes -5- August 30, 1983 The consensus of the Commission was that the Board of Supervisors be made aware of the need for a financing plan for services to be established. . Commissioner Barker stated that in the proposal two things are talked about: density bonuses and density transfers and going from 4 units to the acre to 8 units to the acre and his ni;htmare is that now you will have higher density ir..pacti.g low density areas. There was discossien relative to density bonuses, transfers and the population that could be supported in much of the area which is environmentally sensitive. Nr. Coe stated that County staff feels the Plan adequately addresses services, capacity and the environment and it is a subjective issue of what is compatible wit'n the surrounding area. He indicated that there is no doubt in his mind that there will be some issues that they know the City will support am: they thin.: the Plan can be made more compatible. He indicated that if whit the Commission wants is single family detached homes, it should say so. Commissioner Ma Ylel expressed concern that as the Plan is presented with the icr,sity transfers, it may be too close to giving the farm away. Cnairras Stoit stated that they would hate to see someone who had moved his density transfer to a lower area orf the slope put in a high density project. He further stated that the concern would be alleviated if there was me max :ru •a capacity for density transfer because it appears to be wide open with tno way the Plan is now written. • .... Pay :r.; explainei the subareas and their designation. a,m ssicnnr Mc Niel stated that he was concerned with the area north of r.tiwandn as it develops. Mr. Be -,dle explained what the General Plan guidelines are for development in the var!oo-, :: a,lope areas. Further, that the overall issue is density; and farther explained the recommendation of 1 unit per 40 acres instead of t unit par 10 ;;row. ^s acres as shown in the County Plan. Chairman .Stouc asked for consensus on this issue. C mmissioner 3arker asked if they could address the issue or density transfers from one area to another; and limiting a holding rapacity on a particular piece: of pr-,party. r:n irvc,n :h out stated that tnio should be addressed by some finite rule, tie tnd:'cat,�d :u felt it unfair that they de not have something more specific in that it will not say what the Plan means. Mr. Barker stated that the recommendation from staff was iDU per 40AC and that there was no compromise with 1 DU /AC. Chair :,n Ctout stated that he would rather say iDU per 40AC to be consistent with the General Plan. Planning Commission Minutes -5- August 30, 1983 ^'1 • Nr. Beedle stated that the other issue is affordable housing and the question on the table is the City's concern of applications on a countywide policy in that area. He indicated that there is no reason that the City cannot reroaaond to the County that this policy be examined tc meet the character of this Planning area. Cornissioner Barker asked if the Commission has already met consensus on item six relative to Chairman Stout's service district or financial plan. Chairman Stout replied that there should be some type of language because of the terrain and its sensitivity which also affects affordable housing. Commissioner Barker asked what effect the transfer of residential density will have in special easements. Mr. Payne stated the Plan says that densities can be transferred when they are combined with an open space program and it is not automatically made, it is only made when there are findings. Chairman Stout stated that there was consensus from the Commission that on the issue of affordable housing, it should be limited based upon the terrain. Mr. Lowell Comes, landowner and a committee participant, stated that if the Cc�::z iss ion was to say it was excluding the hillside area from affordable housing, they would not be offending any property owner in that area because • they do not feel that this type of housing is marketable in the area. Coa:ac:aioner Barker asked if it would be appropriate to address trails on ei %h,ar oidn of the road and other small concerns such as that. Mr. ceoala replied that staff would be glad to take comments from the Cocai:3. ion back to the County and it would be helptW to go through the issues and give stiff guidance in this area. Cor..aissioner ht Niel stated that most of the densities in the Plan are relative to the City's range but are at the top end, for example, where the City shows 2 -4 the Plan shows 4. He asked in light of the bonus and density transfer would it not be wise that the range be reduced to the bottom of the range since the possibility exists that what they will be doing is giving away density. :t r. Joe DiIorio, land owner, spoke of the issue of affordable housing and ind:cat +:J '.hat t'nere are specific design standards for the subarea in the Ht iwmldi .7p ,icific Plan that must be applied and focused in that area. Pirther, Viet it appears the difference between the County's Community Plan and the F.t iwanAa Specific Plan is the design standards and type of housing. He indicated that the landowners would support doing a specific plan. He also spoke of the special mechanism for review to meet questions that have been railed. Cowminsiener Mc Niel asked if t'r.ds Plan goes through and subareas are created 19 for future specific plan, how would this fit with the Community Plan? Planning Commission. Minutes C -7- August 30, 1983 C' 16 Mr. Beedle replied that certain topics can be addressed by specific plans un a subarea basis. However, there are some other areas that are general, such as public facilities or a financing plan which should be handled through a areawide plan. Commissioner Mc Niel asked how this will affect density. t 1 ^r. Beedle stated that the Commission can state whether it is not satisfied with the density bonus proposal and affordable housing policy because of the potential icpaction of services. He indicated that a specific plan can set more closely the holding capacities of subareas within the planning area. Chairman Stout stated that one thing they did in the general Plan is require a master plan for certain areas. He asked if a master plan would be consistent with a specific plan's subareas. Mr. Beedle explained that a master plan is a generic name of a plan for certain topics before any development occurs. Chair;,= Stoat asked if the County can require certain areas to have a master plan for some subareas. M+'. Stevens replied that it can. tdr. Coe stated what typically occurs is that a PUD is required by the County prior to any development plan. . .1r. Beedlq . asked if what W. Coe said is that you can use a PUD where there is multiplo ownership. hm. Coe replied affirmatively. Mr. Deed:: s'.ated that you could use the PUD process like a master plan. There waa further discussion of whether a master plan, specific plan or the Community Plan would be the best vehicle to address this area and the use of density bonuses within it. Commissioner Barker stated that perhaps a specific plan would best address this for the area above Etiwanda. He indicated it would give clarification for the whole density issue and he would feel more comfortable knowing what the numuera are. Mr. ;tev ^art replied that a specific plan can address the issue of density and bonunes. Mr. Beadle nuggested that there be a tenth recommendation which would state that overall planning be done that examines development issues and holding capacity for the area which is shown as residential in the Plan. There was consensus among the Commission that this be done. F- 6-1 Planning Commission Minutes -8- August 30, 1983 • Motion: Moved by Barker, seconded by Mc Niel, carried unanimously, to recommend to the City Council approval of the Draft Community Plan, subject to the 10 recommendations as modified by the Planning Commission. L • Mr. Beedle stated that this will now be moved to the City Council with the recommendations of the Planning Commission. Mr. Beed:e thanked the County staff for the work they have done in the development of the Foothill Community Plan. Motion: Moved by Juarez, seconded by McNiel, carried unanimously, to adjourn. a 0 a 0 0 -c, p.m. The Planning Commission adjourned. Respectfully submitted, JACK LAM, S:cretary Planning Commission Minutes -9- August 30, 1983 C . RESOLUTION N0.99-2dz65LR A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA RECOMMENDING TO THE BOARD OF SUPERVISORS OF THE" COUNTY OF SAN BERNARDINO CERTAIN ACTION TO BE TAKEN UPON THE ADOPTION OF THE DRAFT FOOTHILL COMMUNITY PLAN WHEREAS, the County Planning Staff has prepared in concert with the Foothill Community Plan Advisory Committee the Draft Foothill Community Plan for the area north of Rancho Cucamonga including its sphere of influence area; and 'WHEREAS, that future development in this area will have a lasting and significant direct effect on the City of Rancho Cucamonga; and WHEREAS, the area, once fully developed will add 15,000 to 21,000 persons creating significant demands for public facilities and public services; and WHEREAS, the City has determined that there are areas of sensitive environmental characteristics and through the policies of the General Plan have designated such areas as either hillside residential or open space in • keeping with sound land use planning practices. '6HE?EAS, the City has studied the Draft Foothill Community Plan and has held several public meetings before both the Planning Commission and the City Council in order to discuss issues of i,iterest and to receive public input; and ' WHEREAS, the City recognizes the need to create greater consistency between and City and County planning policy for the area and that the Draft Foothill Community Plan is a first step towards this result. NOW, THEREFORE, the City Council of the City of Rancho Cucamonga, California, resolved that the approval of the Draft Foothill Community Plan be subject to the following conditions: 1. In areas with slopes exceeding 30 percent, e ✓ development should not exceed one (1) dwelling unit c,�....i per 40 acres. v .l'c_.a 1, " u d t C( LL 2. Density transfer should be utsed onlly to avo' - development in environmentally sensitive area and should not impact surrounding areas, provided that ony density transfer will not adversely impact the f surrounding area's service capacity, land use characteristics, consistent and compatible with the � surrounding residential areas. In no case shall the ® permitted use or permitted building type be other Q,c than single family detached residential in the ar i \y4� Imo, �a north of Alta Loma. i, k •Q�1,�4 _ -x�.f G. Gt+l.. Ac ,,,i y�•t. Ct. .. ai L.l r1<u l�tn, ��� r/ Resolution No. Page 2 \` 3. Language should be incorporated into the Plan which :+ill provide for necessary trail dedication within residential development which is consistent with the Master Plan of Trails, and new development in equestrian areas should be required to annex into any necessary service district. 4. Provide language within the Plan which requires the following landscaping standards for new development: a. Along park strips or unimproved public street rights -of -way abutting development within interior streets, landscaping shall be provided to a minimum standard of one 15- gallon tree per 30 linear feet of frontage and along collector r l streets one 15- gallon tree per 20 linear feet of frontage, with suitable vegetative ground cover and an irrigation system. b. Within commercial development, landscaped areas shall be no less than 10 percent of parking and driveway areas and landscaped with a minimum of one 15- gallon tree per 3 parking spaces. 5. The Plan should set forth appropriate language requiring park land dedic Lion or a fee for all new mum standard of 3 acres .,. -improvea _.of_ .- park.. ..land per 1,000 il`tii 44 CC- G • • residential developments m #rti ',„u. ✓" pQVu U.on -.- Future development should be required to be annexed into a service district for park 1'I maintenance. 6. Develop in consultation with the City an affordable housing policy for the Foothill Plan which takes into consideration location and physical features which may affect housing costs. Such policy would require the definition of holding capacity based on subarea planned ,ervice capacity, environmental constraints, and surrounding land use characteristics. This should be done through the development of a specific plan or other similar document, such as a planned urban development plan. il`tii 44 CC- G • • Resolution No. Page 3 • 7. The Plan should contain language which assures that the City will be consulted during the review of any�,,i,,,.:.' _ development plans. The County shall orw�rd ,h l material on development plans, subdivision, or r o ar ` r'4 types of development proposed, at the earliest ' possible date in order to provide sufficient time for city comment and consideration of those comments by the San Bernardino County staff. Planning Commission and Board of Supervisors..,, d. Prior to approval of any A4W developmenv.'a public facility and finance plan should be prepared which identifies service needs, financing, construction and maintenance of public facilities such as fire and law enforcement facilities, schools, parks and trails, libraries, community buildings, sewer and water, and other infrastructure needs not necessarily provided by private development. 9. Prior to approval of any ma-ju developmen'b governmental service district and /or development fee • shall have been established which can assure 9or the ,- development, maintenance, and operation, of certain community services such as parks and trails, maintenance of street landscaping, and community buildings. Annexation into the service district shall be required of any future development within the planning area. 10. Prior to development in the following residential areas, a specific plan or other similar document such as a planned urban development plan should be completed: a. North of Highland Avenue between Milliken Avenue and Day Creek Boulevard; b. East of the Day Creek recharge basin and north of the Etiwanda area extending into Day Creek Canyon; c. North of Etiwanda extending between the mouth of East Etiwanda Canyon and San Sevaine Canyon; d. East of Area 3, extending to Devore Freeway, p 'Afi'i�: Q'•.o_.N xC:� v1U•LI` , � �k{tt'LEy . K G �! rr�t U_ / Resolution No. Page 4 PASSED, APPROVED, and ADOPTED this 21st day of September, 1983. AYES: NOES ABSENT: ATTEST: Lauren M. Wasserman, City Clerk kep IF/ Jon D. Mi a s, Mayor E • • CITY OF RANCHO CUCAMONGA STAFF REPORT DATE: September 21, 1983 1977 TO: City Manager and City Council FROM: Robert A. Rizzo Administrative Analyst SUBJECT: Cable Television As you are aware, a moratorium has been placed on granting Cable Television (CATV) licenses /franchises within the City of Rancho Cucamonga. The purpose of t:is was to allow the City an opportunity to develop a plan of action in establishing a CATV ordinance, which would provide the framework for meeting the CATV needs of the entire community. In developing a strategy for a CAN ordinance and subsequent granting of a license /franchise to operate a CATV system in Rancho Cucamonga, the following • four steps would be suggested: 1. Community CATV needs assessment establishing the current and future CATV needs throughout the City (i.e., governmental, educational, health -care, etc.). 2. Drafting and adopting a comprehensive CATV ordinance addressing the present and future needs of the entire community. 3. Preparing a "Request for Proposal" (RFP) to provide CATV service in all of the non - cabled areas, including future developed areas as well; and issuing the RFP to interested CAN companies. 4. Evaluation of proposals and eventual granting of non- exclusive license /franchise to successful CATV company /ies. This entire process generally requires approximately nine to twelve months, with installation of the system taking one to two years. The licnnsn /Cranchise is usually valid for a period of fifteen years to allow for amortization of the CATV Company's capital investment. In most cases, CATV agreements have provisions for terminating a license /franchise early for non - performance; however, the practical experience of mnniclpalities is that early termination is virtually impossible; also, even the reawarding a CATV lioense /franchise after the fifteen year period is extremely difficult in light of recent court cases (i.e., Boulder Decision, pending Senate Bill 66). With this sort of circumstances racing us, we need to take the necessary steps to proceed with the process dillberately and avoid the problems other y�. City Manager A City Council Re: Cable Television September 21, 1983 • Page 2 municipalities have encountered in granting CAN licenaea /franchises. Additionally, this is especially true for Rancho Cucamonga in that we already have some CATV companies operating in the City. In order to avoid the numerous potential pitfalls, it would be staff's suggestion to utilize a consultant at no cost to the City. It is a CATV Industry practice for a City to hire a CATV consultant and recover the cost from a fee that is submitted with the bid (RFP) by each CATV Company submitting a proposal (generally, a $5,000 to $7,500 is required from each bidder, and the difference in consultant fees is covered by the successful CATV company /les). In the event no CAN company wishes to bid, then the City has the option to negotiate with an interested company who would cover the cost of the consultant. A Request, for Proposal (RFP) has been developed for consulting services and is attached for the City Council's consideration. Lastly, the City Council may wish to consider appointing a one or two member Council Subcommittee to work with staff on recommending the selection or a CATV consultant, providing leadership during the community needs assessment period, and providing a recommendation on the CATV Company /ies who will be awarded a license /franchise. RECOMMENDATION: 1. City Council approve the concept of utilizing the technical expertise of a • CATV consultant. 2. City Council approve the Request for Proposal (RFP) for a CATV consultant and authorize staff to advertise for proposals. 3. City Council consider the appointment of a CATV Subcommittee. RAR:baa attach. C 11 r, L REQUEST FOR PROPOSAL for CATV COMMUNICATIONS CONSULTING SERVICES for the • CITY OF RANCHO CUCAMONGA 0 -2- • The City. of Rancho Cucamonga is, requesting proposals from CATV consultants for services needed to plan and implement a comprehensive CATV system in Rancho Cucamonga. Rancho Cucamonga is a newly incorporated City (November 1977) of approximately thirty -three square miles in the County of San Bernardino, California. Currently, intermittent (various service areas) CATV service is being provided by four CATV companies operating under a County Code adopted by reference in March 1978. The City is interested in developing its own CATV ordinance which would provide the framework for CATV service to be available to the non - cabled portions of the existing approximately 17,000 residential units (about 24% of which are cabled). Moreover, the City is anticipating tremendous growth in the next five to fifteen years with approximately 35,300 additional residential units being constructed. Included in this is approximately 16,000 units in two approved planned communities, Terra Vista and Victoria. The City Council wishes to ensure a "State of the Art" CATV system will be available for the present and future residents of Rancho Cucamonga. Proposals must address the following areas in addition to any other areas deemed appropriate by the consultant. 1. Planning and Organizing • A. Needs Assessment The consultant will be responsible for identifying the needs of the community using Input from city staff, schools, and other appropriate public institutions and community groups. The needs assessment is not intended to be a lengthy process, but rather an overview survey of basic community requirements. The consultant will be expected to attend various community meetings and any City Council ieetings where CATV is on the agenda. B. Public Policy Issues for Approval by City Council A list is to he developed for presentation to the Council outlining major policy issues that should be considered by the City Council prior to developing the standards for a franchise. These may include: - Municipal uses, present and future - Services to schools and other institutions - Emergency alert capabilities - Appropriate technical standards • - Subscription rates 05 Ll -3- - Impacts of government deregulation - Use of satellites and their impact on cable marketing - Two way capability applications within Chino (shopping, banking, security, medical alert, etc.) - Other relevant issues C. Plan for Providing CATV Service to Rancho Cucamonga A Plan must be developed and analyzed, showing how cable service can best be provided to the community. The Plan must address the potential for interaction among the various CATV systems in the City. 2. Selection of a Franchise A. Evaluation and Recommendation The consultant shall evaluate all proposals nod submit to the City of Rancho 40 Cucamonga an analysis with a recommendation for award of the franchise /license, and assist in the final selection and any negotiations pertaining to the selection. 13. Agreement The consultant shall prepare an agreement between the City of Rancho Cucamonga and the franchise /license and any related documents. 3. Implementation The consultant shall, on behalf of the City of Rancho Cucamonga, coordinate the implementation of the CATV system until it is substantially completed and problem -free. The purpose of this is to provide continuity throughout the entire process and to assure the effective implementation of cable service to the community. Instructions for Submitting Proposals Props,,!, must be received by 3:00 p.m. on October 28, 1983 for consideration and are to be submitted to: Robert A. Rizzo Administrative Analyst 9320-C Base Line Road P. O. Box 807 Rancho Cucamonga, California 91730 All questions should also be directed to 5[r. Rizzo at (713) 989 -1851, ext. 205. -4- • Proposals-will be evaluated and interviews may be held at the option of the City. Proposals shall be valid for a period of at least 90 days. Five copies of the proposal must be submitted. The City reserves the right to reject any or all proposals, to waive minor defects or technicalities, or to advertise for new proposals on the same project or on a modified project as deemed to be in the best interest of the City. 5. Minimum Qualifications of Consultants - The consultant must have successfully developed a CATV Communications Ordinance for a California Municipality. - The consultant most have successfully prepared a Request for Proposal for implementation of a CATV Communications System currently operating in a California Municipality. - The consultant and his employees must have no financial or other interest in any CATV Companv, or which would in any manner conflict with the work to be provided for the City. The contract will be awarded to the most responsive consultant whose proposal is most • advantageous to the City of Rancho Cucamonga, all factors considered. RAR;baa (9 -88) • F;7 I \J BACKGROUND: The City Council, at its meeting of September 1, 1983, approved selection of the consultant firms for the Housing Mortgage Bond team, subject to execution of agreements with each firm. The firms include Stone and Youngberg, Bond Underwriter; Jones, Hall, Hill, and White, Bond Counsel; Empire Economics, Feasibility Consultant; and, Fieldman, Rolapp, 6 Associates, Financial Advisor. These firms served as staff on the preparation of the previous Housing Mortgage Bond issue. Their selection has been based upon their proven experience, expertise, fee structure and job performance on our previous issue. Work under this particular bond issue will involve considerably more effort because of both the size of the issue and the number of developers involved. Our experience last year has shown that the consultant team worked well with the City staff, the Redevelopment Agency, and the developers to successfully complete a S36 Million Housing Mortgage Bond issue and is very capable in handling this issue. The agreements which are enclosed with this staff report are identical to the previous agreements. Briefly, they are recapped as follows: Stone and Youngberg (Bond Underwriter) - The agreement is for the firm and Stone and Youngberg to serve as managing underwriter for the City to handle the structuring of the financing and marketing of the bonds and other provisions which may relate to an underwriter. The final fee is subject to negotiation and entering into agreement with the City prior to the sale of Mortgage Revenue bonds. Jones Hall, Hill and White (Bond Counsel - The bond counsel will preparo the specializes -e oocumentsassoci ate with the Bond issue. The Bond Counsel will attend meetings, participate in selection of financing methods, review the Official Statement and provide consultation over the lending period. Compensation is based upon same level of fees for legal services rendered with respect to the previous program. CITY OF RANCHO CUCAMONGA STAFF REPORT Q�r_,ggM0'V r � I �I Vro, RX ~ ` > DATE: September 21, 1983 �- 1977 TO: Members of the City Council and City Manager FROM: Jack Lam, Community Development Director BY: Tim J. Beedle, Senior Planner SUBJECT: APPROVAL OF AGREEMENTS FOR CONSULTANTS ON HOUSING REVENUE MORTGAG BOND BACKGROUND: The City Council, at its meeting of September 1, 1983, approved selection of the consultant firms for the Housing Mortgage Bond team, subject to execution of agreements with each firm. The firms include Stone and Youngberg, Bond Underwriter; Jones, Hall, Hill, and White, Bond Counsel; Empire Economics, Feasibility Consultant; and, Fieldman, Rolapp, 6 Associates, Financial Advisor. These firms served as staff on the preparation of the previous Housing Mortgage Bond issue. Their selection has been based upon their proven experience, expertise, fee structure and job performance on our previous issue. Work under this particular bond issue will involve considerably more effort because of both the size of the issue and the number of developers involved. Our experience last year has shown that the consultant team worked well with the City staff, the Redevelopment Agency, and the developers to successfully complete a S36 Million Housing Mortgage Bond issue and is very capable in handling this issue. The agreements which are enclosed with this staff report are identical to the previous agreements. Briefly, they are recapped as follows: Stone and Youngberg (Bond Underwriter) - The agreement is for the firm and Stone and Youngberg to serve as managing underwriter for the City to handle the structuring of the financing and marketing of the bonds and other provisions which may relate to an underwriter. The final fee is subject to negotiation and entering into agreement with the City prior to the sale of Mortgage Revenue bonds. Jones Hall, Hill and White (Bond Counsel - The bond counsel will preparo the specializes -e oocumentsassoci ate with the Bond issue. The Bond Counsel will attend meetings, participate in selection of financing methods, review the Official Statement and provide consultation over the lending period. Compensation is based upon same level of fees for legal services rendered with respect to the previous program. Consultant Agreements Housing Mortgage Revenue Bond September 21, 1983 Page 2 NEmpire Economics (Feasibility Consultant) - Its task will be to perform Market Demand Study. Neither the income study nor the home purchase price will be necessary unless timing of this issue is significantly different than the annual update performed on the previous issue at the first of the year. Total fee will be paid from reservation deposits already received. fieldman, Rolapp & Associates (Financial Advisor) - The consultant services will be advise the City and the staff including the underwriter and bond counsel on the bond financing, timing and terms of the bond structure. As in the past, the expertise of the consultant is useful in assuring that the City is able to achieve the test possible deal in completing the bond issue. The fee structure is identical to the previous issue of the ceiling fee. Costs will be paid from the program deposit agreement already received. RECOMMENDATION: It is recommended that the City Council approve the Agreements and authorize execution by the Mayor. Revectf711 submitted, Jack Lam, AICP ' Community Development Director JL:TJ3:jr Attachment: Agreements 11 • • STONE &, YOUNGBERG • MEMBERS PACIFIC STOCK EMCHANGE September 9, 1983 City of Rancho Cucamonga 9320 (Suite C) P. 0. Box 307 Rancho Cucamonga, CA 91730 Attention: Hr. Tin Beedle, Senior Planner: Honorable Council Herlbers: This letter will serve as an agreement between the City of Rancho Cucamonga and Stone & Youngberg to serve as 11anaging Underwriter to the City until the parties enter into an actual Purchase Contract regarding the negotiated sale of single family Mortgage Revenue Bonds to be issued by the City (the "Bonds "), You have inforned us that the City intends to issue the Bonds and provide funds for mortgages on residences and projects to be built by various developers and for this purpose requires the services of a Managing Underwriter to structure the financing and to enter into a Purchase Contract • with the City to purchase the Bonds through a negotiated price that is agreeable to both parties. It is understood that the Managing Underwriter will take primary responsibility for structuring and marketing the financing but at all tires will maintain a close relationship and dialogue with the City staff and the City's finmuial advisor, Fieldman, Rolapp & Associates. As Itanaging Underwriter, we will use our utmost efforts to raise funds at the most reasonable rates attainable in the 'market under then existing conditions. In amplification of the understanding between the City and the Managing Underwriter, Stone & Youngberg agrees to undertake the below listed services and functions. A. Structuring the Financings: 1. As 1lanaging Underwriter to the City, Stone & Youngberg will work with your staff in designing the scope of an economic feasibility study addressing the marketability of the projects and their projected cash flow. Stone & Youngberg will also assist the City in the review and application of the study's results. 2. Stone & Youngberg will work with the City's bond counsel in recommending specific terr.is and conditions affecting the basic security of the Bonds. 3. Stone & Youngberg will assist the City in selecting a major banking firm to serve as trustee for the mortgage lending programs. We will assist bond counsel in preparing a list of services required of the trustee, ONE CALIFORNIA STREET SUITE 2800 - SAN FRANCISCO CALIFORNIA 94111 , 14151 gal 1314 City of Rancho Cucamonga Septenber 9, 1983 • Page 2 4, stone 2 Youngberg will assist the City and developers in selecting qualified mortgage lenders to originate and service the mortgage loans. Stone & Youngberg will assist the City define the rules and regulations to be adopted by the City that prescribe standards by which mortgages are purchased and serviced. 5. Stone & Youngberg will prepare detailed mortgage originating and servicing guides that define specific procedures for selecting eligibile mortgages and mortgagors and sets forth reporting requirements for the servicing of such loans. S. Stone & Youngberg will direct a cash flow analysis that evaluates the revenue derived from the mortgage loans, including prepayments and penalties, and determines the optimum maturity structure h -aeti on market conditions and security provisions and recommends an investment program to maximize yield on investable funds. 7. Stone & Youngberg will prepare the text of a bond prospectus for sale of the securities. Such prospectus will include a description of the bonds and their security, the parties to the agreements, the project, the iortgage lending program, and pertinent financial and economic data. In preparation of such prospectus we will exercise due • diligences in the ascertainment of all material facts and circuastances regarding the project and in their disclosure in the prospectus. B. Store & Youngberg will contact one or more rating agencies and provide them with sufficient information to obtain a rating on the bonds prior to their sale. 9. Stone & Youngberg will represent the City at any necessary information meeting or nectings. (Depending upon the results of the feasibility study and /or the status of the municipal bond market, su(.'n meetings may or nay not be necessary.) 1larketinq the Bonds: 1. The Uanaging Underwriter will use its best efforts to accomplish the formal marketing of the Bonds which should be accomplished at the earliest dates possible consistent with sound investment banking and underwriting principles. It is intended that, once purchased by Stone & Youngberg, the Bonds will be re- offered to the public on the 'iasis of an immediate "bona fide public offering Stone & Youngberg nay forn a group of investment banking firms for the purpose of underwriting and selling the Bonds. 2. At the designated tine for re -sates of the Bonds, Stone & Youngberg will submit an offer to the City to purchase the Bonds, subject to • pertinent resolutions, the Official Statenent, a minimum rating of City of Rancho Cucamonga • September 9, 1983 Page 3 investment grade (Bea or BBB) by either Moody's Investors Service and /or Standard & Poor's Corporation, and all other necessary documents, approvals, and proceedings governing such Bonds having been determined by bond counsel, the City, and the Managing Underwriter to be satisfactory in all respects for financing purposes. Ft least one day prior to the submission of any such formal offer to tile City for the purchase of the Bonds, Stone & Youngberg will indicate to the City the interest rate or rates, the purchase price from the City, and public offering price of the Bonds which we then estimate will be included in such offer. If after negotiations in goad faith, the City and Stone & Youngberg fail to agree upon specific terns for the sale of the bonds, the City may then proceed to sell the bonds to others. C. General Provisions Relating to the City and the Managing Underwriter: 1. TCe City agrees to make available to Stone & Youngberg without cost sufficient copies of the economic and other reports, agreements, contracts, resolutions, Preliminary and Final Official Statements, and other relevant documents pertaining to the projects, the City, or • the bonds as reasonably may be required from tine to tine for the prcmpt and efficient performance by Stone & Youngberg of their obligations hereunder. 2. Stone ; Youngberg shall pay its own out -of- pocket and other expenses, the cost of Blue Sky and Investment Memoranda used by the Undnruriters and all advertising expenses in connection with the public offering of the Bonds. 3, The City shall pay from the proceeds of the Bonds or other funds of the City all costs and expenses customarily paid therefrom, including the cost of printing the bonds, Official Statements and other documents, the fees and expenses of its legal counsel, special tax counsel, financial consultants, accountants, rating services, and of any other experts retained by the City in connection with the 4larcing. 4, t is expressly understood and agreed, and the City hereby recognizes that in performing its activities pursuant to this negotiated sale that Store & Youngberg is acting solely on its own behalf as the prospective manager of an underwriting group which plans to submit to the City a proposal to purchase the Bonds for resale, However, nothing herein shall prevent the Managing Underwriter to be considered as a financial advisor to the City, or to the City's Redevelopment Agency on other financing plans mutually agreeable to both parties. 5. This agreement shall extend to the date of sale of the Bonds as contemplated herein, when the formal bond Purchase Contract is entered into by the parties. City of Rancho Cucamonga September 9, 1983 Page 4 The City nay terminate this agreement at any tine on or after the last day of December, 1984, following receipt by the Managing Underwriter of written notification from the City. Upon termination of this agreement, the City shall be under no further obligation to the Managing Underwriter hereunder, except that the City is obligated to pay to the Managing Underwriter any expenses incurred on behalf of the City pursuant to Paragraph C(3) of this agreement should the City not sell the bonds to the Managing Underwriter ors behalf of the Underwriters pursuant to Section B of this agreement. D. Scheduling It is mutually understood and agreed that all parties will take whatever action is deemed reasonable to consurnnate the financing in the shortest period of tire consistent with the State's Mortgage Bond Allocation Committee sched,-le and sound investment banking principles. E. Key Person Designation • It is understood and agreed that the principal individual on behalf of • Stone L Youngberg with primary responsibility for the City's financing will be Scott C. Sellers, partner. Principal support will be provided by Marren E. hiller. Upon your acceptance set forth below, this letter will constitute an agreement between the City and the undersigned. �s STONC & YOUNGBERG by Accepted this day of , 1983 CITY OF RA:;C1iD77— A11ONGA By J • September 12, 1933 Mr. Lauren 'Wasserman City Manager City o[ Ranc.'.o ICucam� 9320 Baseline Road Rancho Cucamonga, CA Re: Market Demand 196a Mortgage 719 :AUS , 9,i4- %d —A. 410io 92373 ;).P.?t —: (714) 793 -8245 >nga 91730 and Income Studies for Rancho Cucamonga's Revenue Bond Issue Dear Mr. 'Wasserman: • T'r.is letter will serve as a proposal, and upon execution, an .Agreement for the Market Demand and Income Studies for Rancho :camcnga's 1984 Mortgage Revenue Bond Issue. Accordingly, Agreement will provide you with a description of the research that will be conducted, along with the performance schedule and financial considerations for the studies. Background Empire Economics specializes in performing market demand studies for residential, commercial and industrial projects located throughout the Southern California region, in general, and San Bernardino- Riverside counties, in particular. Recently, we conducted market demand studies for mortgage revenue bond issues for ;..n Bernardino County, Riverside County, Ontario and Montclair, as well as market demand studies for improvement bonds for the eiti.s of Ontario and Corona. Description of Economic Research The primary objective of the Market Demand and Income Studies is to determine the optimal portfolio of projects for the Rancho Cucamonga Mortgage Revenue Bond Program, to ensure its success. This will be accomplished through a professional and comprehensive analysis of all of the relevant factors, including: )� y Mr. Lauren 'Wasserman September 12, 1983 Page Two * Recent demograpbie, economic and housing market trends in the Rancho Cucamonga market area. • The amount of housing demand in the Rancho Cucamonga market area over the 1963 -86 period will be forecasted through a consideration of the expected growth of the economic bases in the market area, including industry and governmental establishments, as well as spillover from Los Angeles County, Projects that are presently on the market as well as those that are expected to enter the market in the near future will be surveyed, in order to determine their ccmpeti tiveness, especially in terms of the financing that they offer. Special consideration will be ig ver. to those projects that were in San Bernardino County's. Coca r;.o's and MOntClair'a 198? mortgage revenue bond issues. • • Based upon the market demand and supply conditions in • the Rancho Cucamonga market area, along with the characteristics of the candidate projects, the optimal portfolio of projects for the Rancho Cucamonga mortgage revenue bond program will be determined. * The maximum income limits of purchasers in the program will be determined through a consideration of the income levels of California and San Bernardi,:: Riverside households, based upon 1980 Census Data. These will be updated to 1983, and then forecasted for the 1984 -85 period. Therefore, the Market Demand and Income Studies will perform a comprebensive analysis of all of the related economic and housing market conditions that will affect the success of the Rancho Cucamonga's 1984 Mortgage Revenue Bond Issue. Performance Schedule and Financial Considerations The r- <earch for the Market Demand and Income Studies is expected to ^_ommence io mid - October 1983 and be completed within six weeks thereafter, in late November, 1983. Progress reports will be provided upon request, if so desired. L ,, S . Mr. Lauren 'Wasserman September 12, 1983 Page Three The payment of the fee will be as follows: 500 upon commencement of the study and the balance within 15 days after the delivery of the study. Any additional consulting services will be billed separately. Time Financial Study Requirements Considerations Market Demand °_tcdy 4 -6 weeks $7,000 TOTAL 4 -6 weeks $7,000 In closing, we would like to mention that our recent experience • in conducting the Market Demand, Income and Price Studies for Rancho Cucamonga, San Bernardino County, Ontario and Montclair has provided us with a strong background on the housing market conditions in the west Valley region of the county, in general, and Rancho Cucamonga, in particular. Accordingly, we feel that 'pis knowledge could be beneficial in assisting you in determining the optimal project portfolio for the Rancho Cucamonga's 1984 Mortgage Revenue Bond Issue. Sincerely .y ,e ph T:janczyk, Ph.D. Eclo ^ nomic . onzul: ant JTJ:re APPROVED: APPROVED: v � 1 City of Rancho Cucamonga Date oseph Janczyk Date Mr. '-.ren Wasserman • Fieldman, Rolapp & Associates MUNICIPAL FINANCIAL CONSULTANTS September 9, 1983 _ 7F- Honorable ?tiyor and City Council V1 `'_ City of Rancho Cucamonga 71� i�lil)li)1 dp %I%= I�IY1�I(i Cc;x ity Development Departent , Rost Office W.x 807 Rancho Cucamonga, California 91730 Re; Financial Consultant Services City of Rancho Cucamonga mortgage Revenue Bond Financing Genticasn: • '1:7is 1 ^tter proposal is submitted in accordance with a request from :r',ir C -= nity Developmant Department. The proposal is Concerned with `.urn ishinq financial consultant services to be performed in conjunction with tho contemplated mortgage revenue financing (Project) as contrnplated by the City of Rancho Cucamonga pursuant to the provisions of A.D. 1355. t'w understand that our responsibilities under this proposal will be as follows: "Consultation with the underwriter, bond counsel and others as necessary, concerning bond financing, timing, terms, and their structure including the review and comment. on: - structure of the plan of financing; - Developer agrcc nts and commitment fee schedule; - Nortgaging sale and servicina agree uts; - Draft of prolimirarj official statement; - Feasibility study; and - Other financing docmrnts necessary to establish terms of the bond issue." 2081 Business Center Drive, Suite 209 • Irvine, California 92715 • (714) 752.2781 /: 7 0 Honorable Mayor and City Council City of Rancho Cucamonga Con;anmity Development Department September 9, 1983 Paye Two Toe fo-lowing are the services we will provide: Scope of Abrk A. General Assist in providing financial consultant services in con- nection with any and all financing requirements as they pertain to the proposed Project. In this connection, we will make available to you the research, statistical and consultant staff of the Fieldman, Rolapp and Associates organization to such extent as may be necessary and helpful. Mr. William L. Fieldman, President of Fieldman, Rolapp and Associates, will be in overall charge of our effort. B. s�eci£ic Services 1) Selection of Participants in Project. At City's • request, we will assist Ln the selection of rums who will be required to perform other professional services in conjunction with the Project. 'these firms include, but are not limited to: a qualified band underwriter whose reputation, financial strength, and experiexxe will best serve the interest of the City and the Project, bond counsel, lenders, trustees, and feasibility consultants. 2) Review of Documents. Review of the financial aspects of all doc5mnts pertaining to the Project. This includes review and anent on developer agreements, cart - mibmnt fee schedules, mortgaging sale and servicing agree- ments, and marketing feasibility studies. 3) Munici 1 Bond Market. Furnish the City with infor- mation concer'i gg the then current municipal bond market conditions arid make recanmardations as to the technical. details of the financing, including maturity schedules, funds, covenants, prior redemption schedules, and other detail. which will, in our opinion, make the proposed financing most accept- able to the designated underwriter; and, therefore, marketable at the lowest possible interest rate. • /dL Municipal Financial Consultants E Honorable Mayor and City Council City of Pancho Cucamonga Cor, v 'ty Development Departne t Septerber 9, 1983 Page Three 4) Ntiated Sale. Assist the City in negotiating the sale of the contenplated bonds to the underwriter selected pursuant to 1.B.1), above. In this connection, we will review and cement and advise the City on coupon rates, the Cord discount, and the underwriter's gross profit in an effort to assure a satisfactory net effective interest rate. 5) Official Statement. Assist the City in the review of the Official Statement prepared by the underwriter. If a due diligence meeting is held, we will participate in such due diligence meeting and assist you in the exan nation of per- tinent financial data. 6) Consultation/Advice. Attend any meetings concerning the Project when deened necessary, and, in addition, will be available for consultation and advice untii such tine as the • bonds issued to finance the Project have been sold. These metings include, but are not limited to, work sessions and sorunars and conferences with other professional consultants associated with the Project, prospective developers, and lenders. 7) Negotiations with State of California. Assist in negotiations with appropriate State of California agencies and officials concerning the certification of the Project. 8) Project Negotiations. Assist in negotiations with developers, lenders, and others concerned with the Project. 9) Project Criteria. Assist in developing Project criteria in accordance with the City's housing elenent plan. 10) Critical Path. Assist in the development of the critical path of events. 11) Attendance at Bond Closin . We will eorpute closing figures, including accrued interest and assist in coordinating the events of the closing, 2. Fees Fees for services rendered hereunder shall be at our current dourly rates as shown on the attached schedule; provided, however, that fees based on this rate schedule shall not exceed $45,000. 11 Mnn)cipal Finns, ial Cnnc�;1[hnls Honorable Mayor and City Council City of Poncho Cucamnga Comwnity Developnent Department September 9, 1983 Page Four It is understood and agreed that no services will be 3. Emenses Sue will pay our own out-of- pocket expenses; Provided, however, that if travel outside of Southern Califonui= is necessary in the furtherance of the Project and such travel is authorized by the City, the City will reimburse us for all costs of such travel and expenses incident thereto, including lodging and subsistence. 4. Pa}'ment Fees and reimbursement of expenses shall be due and payable ronthly. 5. Tern. • The City may terminate this agreement by giving written notice thereof to Consultant, provided that the City shall be obliged to Pay us for all work perforned and all direct costs incurred prior to receipt of notice of to . tion by us. It is expressly understood that this agreement does not intend to and is not under any circwnstances to be construed as requiring us to perform any services which constitute the practice of law; we are employed in an expert financial advisory capacity only. If the foregoing proposal is satisfactory to You, please take appropriate action to authorize its acceptance by signing and returning the duplicate copy hereof. W[F: rs Attach mnt Respectfully submitted, FIIILMS4, 17JIAPP // P . 110 Municipal Financiol Consullonls 0 • Honorable Mayor and City Council City of Ranc,ro Cucmmga Co,,nity Developmnt Departnent September 9, 1983 Pave Five Executed on behalf of the CITY OF RANCHO CLCAMCNGA this day of , 1983. PAN r,eye y—WwCam BY Jon D. Mikels, Mayor ATTEST: Lauren M. Wasserman, City Manager ll/ M�:nir:��c,l Fln�ic_:,al c'n•, -.,iil �nl; Fieldman, R -.lapp & Associates • MUNICIPAL FINANCIAL CONSULTANTS SCHOXIIE OF RATM EFF9=TVE JANUARY 1, 1983 Prircinal Consultants of Fim $85.00 per hour Technical Assistants $40.00 per hour E n 8081 Business Center Drive, Suite 203 • Irvine, California 92715 • (714) 752.2781 A-G R E E M E N T FOR SPECIAL LEGAL SERVICES HOME MORTGAGE FINANCING PROGRAM SINGLE FAMILY HOME MORTGAGES (AB 1355) THIS AGREEMENT, entered into this 21st day of September, 1983, by and between the CITY GF RANCHO CUCAMONGA, a muncipal corporation (the "City ") and ,ZONES HALL H:LL & WHITE, A Professional Law Corporation, San Francisco, California ( "Attorneys "). W I T N E S 5 E T H: WHEREAS, the City is undertaking a home mortgage financing program (the "Program ") within the City and proposes to finance the costs thereof by a Single Family Home Mortgage Revenue Bond proceeding under Chapters 1 -5 (commencing with • Section 52000) of Part 5 of Division 31 of the Health and Safety Code of the State of California (herein called "AB 1355 "); WHEREAS, Attorneys are experienced in municipal and municipal bond law and in the conduct of proceedings for accomplishing such a Program and conducting financing proceedings therefor under AB 1355; and WHEREAS, the public interest, economy and general welfare will be served by this Agreement; NOW, THEREFORE, IT IS AGREED, as follows: 1. Description of Legal Services. The legal services that the Attorneys shall provide are as follows: (a) Confer and consult with the administrative staff of the City and with its consultants and underwriters as to any matters relating to the financing. (b) Participate in the selection of financing methods through discussion and consultation with the City and its consultants and underwriters. (c) Attend such meetings of the City and any administrative meetings or committee meetings at which any financing proceedings are to be discussed for the proper planning of the proceedings. 113 (d) Prepare all ordinances, resolutions, indentures, notices, leases and legal documents necessary for the proper conduct of proceedings for the puroose of financing the Program or parts thereof. • (e) Review any o"icial statement prepared by the City's underwriters. (f) Prepare and provide a receipt for the sale of the securities, a receipt for a e proceeds thereof, a s'gnature ane no- iitigav on certificate and any and all other closing doc.r.ents required to accompany the delivery of the securities. (g) Assemble an, provide a complete transcript -,f conduct o` the financial proceedings necessary to accompany the delivery of the securities. (h) Subject to completion of proceedings to Attorneys satisfaction, provide the legal opinion of Jones Hall Hill & White. A Professional Law Corporation, approving in all regards the legality of all proceedings for the authorization, issuance, sale and delivery of the securities, or other transactions relating to the financing, and the exemption of interest from Federal and State personal income taxation in accordance with applicable regulations. (i) Confer and consult with the City officials with regard to problems which may arise during the period of servicing and payment of the securities. (j) Apply for and obtain any rulings from the Internal Revenue Service regarding the tax-exempt status of the interest on the securities, if necessary. (k) Provide any other services commonly expected of bond counsel and • not set forth above. 2. Responsibility for the Program. The direct responsibility for the Program will be undertaken by Andrew C. Hall with tax assistance from Sharon Stanton White. 3. Comoe.n.sation. Fees for legal services rendered with respect to the Program shall be as follows: 1/20 of the fir >, 55,000,000 of securities sold, plus 1/4% of the next 515,000,000 of securities sold, plus VIM of any amount of securities sold over $20,000,000, but in no event to exceed an aggregate amount of $120,000. Said fees would be payable from the proceeds of the financing and not otherwise. In addition to the above, Attorneys shall be reimoursea (solely from the proceeds of the financing) for costs advanced on behalf of the City, expenses for travel outside of California, costs of special messenger and delivery services and closing costs. 4. Excintions, The following services are excepted from the services to be rendered for such percentage fees: 2 • II u a. Any computer services for verification of cash flow schedules • relating to the Program. b. Any services required in obtaining Federal, State or other subventions or loans other than a sale and delivery of municipal securities to any Federal or State agency. For any such services wnich A,t :crneys are directed_ to render for anc on behal` of the City, compensation shall be on a reasonable fee basis to be agreed coon. S. Scoo_e o! Eroloy-ant. IL is intended that this Agreement anoly only to the first series of securities issued for the Program. The City is not ool igatea to but neither is it precluded from employment of Attorneys to handle subsequent series of securities, It is understood that this Agreement may be terminated by either party on reasonable notice to the other without liability to the City, IN WITNESS WHEREOF, the parties hereto have caused these presents to be executed by their respective officers and representatives thereunto duly authorized, the day and year first above written. CITY OF RANCHO CUCAMONGA ATTEST: •City Clerk By Mayor, (S E A L) JONES HALL HILL d WHITE, A Professional Law Corporation By �.�1� Andrew C. Hall Jr. n U 7 CITY OF RANCHO CUCAMONGA Charles J. Ragael 11 Javm C. Feral . -. Richard M. Dahl Phillip D. So 1..r N-7 CITIZEN'S APPLICATION TO SERVE ON ;$.CK iC- :1% /'!�' / / / /J= F NAME I)9 - /:/ // e)rr'IV .1 C' L 9660&ASELIN9: ROAD, SDITE C • POSTOPPICF. BOX P07 • RANCHOCt:AMONC.A. CALIFORNIA 91730 a Q141)901.1861 °'C v. , CITY OF RANCHO CUCAMONGA a..i.. D. comer Clay a ADMINISM..TIQN • � rp ,> lirMl.mq.w 11 1... c.ynw �r NkamdX.DSM PAmllyo.sde.... SEPpgIM . All � - gt�I�IuIQil CITIZEN -s APPLICATION To SIR DN Park Commission. NAME ,a l • 3auers NN9A1ZU1NINDAD.5UM7C• P09f0 Ci NON01 "• NANCHOCUCAMCNUA .CAUPONMAal / sa.I/IIINFINI • A R M / Jim vu RA`- F. t,Wmp^' MEMORANDUM , Date: September 15, 1983 �I O To: City Council and City Manager t From: Bill Holley, Director, Community Services DBpartment 1 1977 ;object: Red Hill Basin: purchase Options W14 First Option: Accept $986,890 as the best price that can be negotiated without political interplay. How is that figure arrived at? It is the appraised value of the site, less fhe value of the developed park. The numbers look like this: 'In the Beginning...' Total Appraised value: $1,693,000 Average appraisal value per acre: $35,785 Developed Park acreage: 7.95 Park value per appraisal: $706,000 After staff negotiation...' Total negotiated value: $986,890 tingotiated value per acre: $20,860 Dollar reduction: $706,000 Percentage reduction from appraised to negotiated: 42% if Council accepts the results of negotiation .., step one, that is, establishinq a price ... we move to step two, ... establishing terms. The best method would be to pay cash and avoid interest charges. That however, would require deferring some budgeted projects to a latter time, such as the Cucamonga Creek project, Arrow park, etc. it should be considered as a possihility. The next hest cash method is 10% interest on the financed principal paid over ten years. $ 986,890 - 200,000 786,890 f 78,689 865,579 10 $ 86,557 Total Down Financed Balance 101 Interest Principal plus Interest Yearn payoff Per Year page 2 9/15 / memo to: CC 6 CM from: B. Holley re: Bed Hill Basin This was the principal used and accepted in the Hermosa Groves project. However, if the County would accept these terns, it would come as a surprise. The standard financing method of annual interest or the unpaid balance look like this: $ 986,890 Total -200,000 Down 786,890 Financed Balance +432,367 10% Annual Interest over 10 years 1,219,257 Principal plus.Interest 10 years $ 121,925 Per Year Two other points First, was have spoken above of 'cash ", but that can be thought of as "units of value ". For instance, the County said they would accept currency other than money to meet the agreed upon value ... later, property, service, etc. While this is great in terms of flexibility, we don't really have a lot with which to barter. Second, the County staff said we would have to pay interest. Second option: Political negotiations to further reduce price. Possible items to seek: 1. value the entire piece as flood plan and pay cash new . $340,600; or 2. Accept the best staff position as outlined above, but have interest charges waived. The hest argument you have in the political arena is the County Surplus Land Policy. What is your direction? BH /mw