HomeMy WebLinkAbout88/05/03* REVISHD
RANCHO CUCAMONGA COMMUNITY FOUNDATION
Rancho Cucamonga Neighborhood Center
Grenache Room
979Y Arrow Highway
Rancho Cucamonga, California 91730
Special Meeting - May 3, 1988 - 7:00 p. m.
A_ CALL Tfl ORI1aR
3. Roll Call: Dutton! McNay_! Beyeredorf! Grigaby_! Bnrtoa_
e. FoH~AZIDa aasllrass
Aoorovel of Mivutea -March 155 1988! March 21, 1988 end April 19, 1988.
2. Treaeurer'e Report -Period ending March 37! 1988.
3. Peundetion Advieorv Council - Crest ion of tfie Foundation Adv ivory Council
sod selection of members.
RESOLUTION N0. NCCP 88-003
A RESOLUTION OP TH6 BOARD OP DIBHCTORS OP THH RANCHO CUCAMONGA!
CONMIJNITY FOUNDATION! RANCHO CUCANONGA! CALIFORNIA! CRBATING AN
ADVISORY COUNCIL TO ACT IN AN ADVISORY CAPACITY TO TRH RANCHO
CUCAHONG4 COMMUNITY FO11lIDATION
4. Alta Loma Ai¢h Schooi Auditorium Nee toratioa - Update on she progress of
the auditorium restoration.
5. 1988-89 Foundation Goals and Prior itiee - Diecu eaion of options for
programs! facilities! end operations to be coveidered by the Foundation for
fiecat year 1988-89.
6. Consultant's Report - Report 6y Sohv Hvmett concerning Fnund~tipn Businaea,
7. Led i¢ House - Statue report o¢ the diepoeition of the Led ig HoueeS located
et Amethyst Street avd Mil eon Avenue.
8. Discus Sion of State Covflict of Interest Cuide lines
91N Bra ^ne PoW • P. O. em 99] ~ RuKM Cucaroiye, CYilmmia 91]10 ~ (]N1999J851
Comunity Foundation Agende
April 19, 1988
Page 2
C. 80lmD MgMBgI ED8IM63a
This ie the kiwe for Foundation Board members to report on add itiooal bueineee
peria iniag to the Foundation. Yo public testimony sad nu Board discuss ion or
action can occur on these items.
D. IDERIFICATIOM OP I~ POB MHII MBSSIMC
This is the time for the Ponndation members to identify the item they wish to
dis cues at the next meeting. These items will sot be discussed et Chia meeting.
only identified for the next seating.
g. CO@RfIC-SIO~ FiOM 'IIR FDBLIC
Th ie ie tha time end place for the general public to address the Honcho
Cucamonga Community Foundation Members. State law prop ibite the Foundation
Members from addressing any issue not previously included oa the Agenda. The
Foundation my receive testimony and set the utter fot a subsequent meeting.
Comeate are to be limited to five mina tee per individual.
F. su1DDnDerr
I, Bva Merritt Aeais taut Secretary of [be Sencho Cucamonga Community
Pounds tion~ hereby certify that a trues accurate copy of Cho foregoing Agende
wsa poe tad on April 23, 1988, sevewty-two (72) hours prior to the meeting per
A.B. 2674 et 9320-C Beee Line Hoad~ 8ancho Cucasonge~ Cdifornia.
X
~.l RANCHO CUCAMONGA COMMUNITY FOUNDATION
Bancho Cucamonga Neighborhood Center
Gramche Room
9791 Arzov Bighvay
Nancho Cucamonga) California 91730
Special Meeting - May 31 1988 - 7:00 p.m.
s, cell. ro o><DaQ
1. floll Call: Out[on ~ McNay ~ Beyeredorf ~ Levie_I Grigeby_~
Barton_
D, F00®eTIO~ lOBI688
1. Approval of Minutes - March 151 19881 March 211 1988 end April 19, 1988.
2. Treaaurerl• ¢eoort - Period ending March 3l. 1988.
3. Foundation Advisory Coumil - Craatiw of the Foundation Advisory Comcil
and ee lec Lion of vembera.
flBSOLUfION N0. flCCP 88-003
A BBSOLUTION OP TBB BOABD OF DIB8CT088 08 THB BANCNO CUCAMONGII
COlNN1NITY PODNDATION~ BANCBO CUCAMONGAI CALIPORNIAI CSBATING AN
ADYISONY COUNCIL TO ALT IN AN ADYISONY CAPACITY TO Tgg flANCNO
CUCAMONGA COMMUNITY FOUNDATION
4. A1[a Lom Hi¢h School Auditoriua fleetora tion - Update on the progress of
the auditorium ree toration.
5. 1988-89 Foundation Goole and Prioritise - Discussion of op[iona for
progremsl facilitiee~ and operations to be considered by the Foundation for
fiscal gear 1988-89.
o. Goneulrenrle deport - Feporc by Sohn 8ovacc concerning Foundation Bueineaa.
7. Ledi¢ Mouse - Status report on the disposition of the Ledig Boueel located
et Acethyat Street and Nilson Avenue.
9)al &u IIM eotl • f. O, em em • eucM CuclmonH Cllawni~ 91t M1 • (11 ~19e9~1e11
Community Foundatiw Agenda
April 19~ 1988
Page 2
C. EOQHD MEMlEE 6DEIEESS
This ie the time For Paundetion Boazd nembere to report on additional buaineee
pertaining to [he Foundation. Bo public testimonv and ao Board diecuaeion or
action can occur on these items.
D. IDBETIFICATIO/ OF ITmDl FOH EEII Mm'IIHC
Th ie is [he time for the Poundntioa members to identify the items [hey wish to
discuss a[ tfie neat meeting. Theae items will no[ be diecueaed at this meeting
only identified for the nezt meeting.
E, CCNmEIC-TI0~8 FRCN Tffi FDELIC
This is the time and place for the general public to address the Hancho
Cucamonga Community Foundation Members. State law prohibits the Foundation
Members from addreeaing any issue not previonely included on the Agenda. The
Foundation may receive testimony and set the matter for • aubeequent meeting.
Co®enta ere to be limited to five mivutee per ind ividuel.
P. AD.iCBE~P
I~ Eve Merrit[~ Aaeie teat Secretary of [he Hancho Cucamonga Community
Pouadatian~ hereby certify that a trues accurate copy of the foregoing agenda
was poe tad on April 28, 1988, seventy-two (72) hours prior to the meeting per
A.B. 2674 at 9320-C Baee Line Hoad, Hancha Cucamonga, California.
March 15, 1988
Rancho Cucamonga Community Foundation Minutes
e. reLl. m oHDSH
A re¢uler meetin¢ of the Renchn fe ramcmv_a Coeanmity Poundatioe vet on Tuesday,
Hatch 15, 1988 in the Lion's Perk Comuni[y Center Forum, 9161 Haee Line Hoed,
Honcho Cucamongs. The meeting vas called tc order e[ 7:10 p. v, by Jeanne
Barton, Chair.
Present Were Board members: Bob Dutton, Betty HcNay, Guy Beyeradorf, Paula
Crigeby, Jenne Bar ion, Chair.
Also present were: Mayor, Denaie Stout; City Hanager, Lauren Waaeermen; City
Clerk, Beverly Authelet; Community Services Advinistrative Ase is tan C, Paula
Pechon; Staff reprea entativea, Mark Loriver, Susan Mickey and Aoie [ant
Secretary, Bw Merritt; Adminietzative Intern, Diane O'Neal; Deputy City Clerk,
Debbie Ademe.
Abeen[ was Board member: Halp6 Lerie.
# • • e e a
D. AODODCOS!!g ND PWiRAYIOi
Bl. Presents lion to James and Jeanne Barton for their support of the 1987
Foundation Gathering. Proclaation rya presented by Board amber Paula Crigeby.
82. Preaen[ation to Betty NcNay for ea tab liehing the Jack lkNay Memos ial Pund.
Proclamation vas presented by Board member Jeenae Bnr Mai Chair.
B3. Preseatatioa [o lLyor Deanie L. Stou [, Jack Corrigan of BCR Development,
and Jim Be iley of William Lyon Co~any, for Chair participation iD the 1988
Mayor`s Charity Ba11. Awards were presented by Board member Jeanne Barton,
Chair.
Mayor S[ou[ presented en award to the Younde [ion on behalf of the City Council
for their efforts in conjunction rith the Mayor's Charity Ball.
a•RR## s•
c. room~rlD~ HDBI10j88
Cl. Aosrovel of Minutes - January 12, 1988 and February 16, 1988.
MOTIOMt loved 6y Cr igaby, seconded 6y Beyeradorf Co approve the minutes of
January 12, 1988 and February l6, 1988. Notion carried 5-0-1 (ABBHMft Leria).
C2. Treaaurer'a Heoort - Period ending February 29, 1988,
Beyeradorf pointed out hot thin Creaaurer'^ report is more detailed than in
prior months. He moat over more information contained in the report.
Comuaity Poundatioa Minutes
Mezch 15, 1988
Page 3
Mr. Jin Berton •[ated that all of the monies raised will be going through the
Foundation to build the facility.
C7. Poundetion Adviaorv Council - Selection of cambers to the Poundetion
Adv iaory Council.
Chair Berton stated the purpose of heviog m Advisory Council ie to have a
. a. .... ~i,. F...,aZ.LLan ..o La 4.6,n the it gonie nna oblec rtves,
a¢d Vthet~[heV persons selected may also poaaib Ly be future Poundal ion Board
members. She stated sbe would like to see no more than 15-20 people on th is
Council to start with, and that eventw lly sore naves could be added as another
Foundation member is selected..
ACTION: Chair Berton asked. [hat each Board camber salsa[ end contact 2 people
from their individwl 5 names they had each originally selected.
C8. Selection of Board Mesber - Recommendation for eelec [ion of Board somber to
the Poundetion.
Chair Barton said she hoe bean unable to contact Steve 9ensenbach about working
with the Poundation~ but you ld continue Co try and contact his.
MOTION: Moved by Heyerador f. seconded by Duttoo to allow the Chair to confirm
the eppointsent of Steve Benaebach to the RCCP. Motion carried 5-0-1 (ABSBMT:
Lexia).
C9. Consultant's Report - Report by John Rowe[[ concerning Poundetion bwinese.
Mz. John eowett. Consultna[ to the Poundetion, sated the Board members to
peruse hie report end if [hey had qws bona he would be happy to answer them.
There were no questions asked of Mr. Rowett.
ACTION: Received and filed report.
f#*YN
Choir Barton called a recess et 7:55 p. m. [Eating was called back to order at
8:05 p. m.
•xaart
C 10. Gardiner Sorine Socie[v for the Performing Arte Report - Report by Batty
M<Ney concerning [he Gardiner Spring Aud i[oriue.
McVey stated she attended the fire[ seating of the ADBOC for the 6atdiner Spring
Society lest night. Sha briefly wept through the evenCf that took place during
[he meeting.
ACTIOR: Received and filed rnpor [.
Community Poundat ion Minutes
Merck 15, 1988
Page 2
ACTIONS Bayeradorf requested Chet the additional fimaciel reports be included
with [he Treasurer's Report package from this point forxard~ and mould like to
review [hem at the same Cime ae the Treasurer's Report.
Chair Barton felt that Beyeredorf'e eigmture~ ae Treasurer-Secretary, should be
on all Co®unity Poundation fimnciel repor t'e in the future.
MOTION: Moved by Gr igebv; aeconded by McVey to approve the Treasurer's Report
(£iret page). The remaining pages are to be revised end, at this point, ere to
be received ee information only. Motion carried 5-0-1 (ABSENT: Levis).
CS. Meyor's Charity Bell - Suemry report of the Meyoz'e Cher ity Ball held on
February 25, 1988. Staff report presented by Mr. Lorimer.
Mr. Lorimer stated the Mayor's Cheri[y Ball was very eucceuful.
C4. Donation from Janes Barton - Consideration of a $10,000.00 domtion from
James Barton des ignited for the Friends of the Library.
MOTION: Moved by Dutton, aeconded 6y Grigsby to have the donation of $10,000.00
disbursed through the Poundation and then given to the Priends of the Library.
Motim carried 5-0-t (ABSBNf: Lexie).
CS. Pound e[ion Aeeistanee to BCCABA - regmat by Rancho Cucanwga Cit izene
Against Subatanca Abuse to deeigmte Foundation ae custodian of donaSione to
RCCASA.
Mr. Waaeerman, Ci[y Managers introduced Berl Milles, Counsellor at Valley Viex
9ia1• ~ Lw :, .iw aepeeseaes the wmno I:U CamOnga Gltlaene Against Substance
Abuse (RCCASA).
Mr. Miller gave some background of RCCASA and ezp lsined their purpose. He also
advised the Foundation about the programs they ere involved in.
MOTION: Moved by Dutton, aeconded by McKay for the Poundatim Co xork with the
RCCASA and act ae cue todian of [heir fund e. Motion carried 5-0-1 (ABSENTS
Levis).
C6. YMCA Mee fez Plan - Opdate on the master plan for the Rancho Cucemongs YMCA
facilitq.
Mr. Bob Ruether, General Director with the YMCA, elated there hoe been a very
good support response in Rancho Cucammge~ sod because of Chat support they
have bean sb lc to move shead vn their building pions. Their recent sustaining
camps ign in Rancho Cucammge to fie ieh st 146X ahead of their gm L. While the
sex fsc ilitiea ere under way, they will be opening a "afore frmt" office to
give Chem • local preaenre im Rancho Cucamonga. Re al eo xent over other
program that the YMCA are presently involved in.
Community Foundation Minutes
Mare6 15, 1988
Page 3
Mr. Jim Barton stated [ktt all of [he movies raised will be going through tke
Pomdetion to baild the facility.
C7. Foundation Adv isorv Council - Se lac lion of members to the Pouvdation
Adv ieory Comcil.
Chair Berton eteted the purpose of keying as Advisory Council is re have s
network and to sae fist the Foundation in obte fining their goals and ab;ecfircc,
and that the persona as lac tad may also possibly be future Poundativn Board
members. She stated eke would like to see no more than 15-20 people on [hie
Comcil to start vith~ and that eventually more vases could be added ae another
Pou¢datiov member fie sale[ tad..
Ala'lON: Chair Berton aeked~that each Hotrd camber select and covtect 2 people
from [heir individual 5 mmea they had each or igiva lly sale[ tad.
C8. Selection of Board Member - Recommendation for selection of Bosrd member to
the Foundation.
Chair Berton said eke hoe been unable to con[aet Steve Sensenbuh about wrking
with the Foundation, but mould continue [o try and contact his.
MOTION: Moved by Beyeredorf~ seconded by Dutton to alloy the Chair to confirm
the appointment of Steve Sensebach to the RCCP. Motion carried 5-0-1 (ABSHNT:
Lewis).
C9. Conaultent~s Report - Bepor[ by John Rwe[t concerning Fomdatiw bueinee a.
.•.. Jouu nova u, Coneuiranc co the rounaatton, asked the Board members to
peru ee hie report and if they had quee bone he mould be happy to answer [hem.
There were no questions asked of Mr. Reset t.
ACTION: Received and filed report.
*Ha,W
Chair Berton called a recess et 7:55 p. m. Meeting vas called back to order at
8:05 p. m.
f raara
CIO. Gardiner Svrina Society for the Performin¢ ArG Re ort - Report by Betty
McKay covicervtng the Gardtner Spring Auditorium.
McKay crated a attended the first necking of the ADROC for the Gardiner Spring
Society last night. She briefly vent through the events that took place during
the meeting.
ACTION: Neceived avd filed report.
Consanity Pouudatiou Nim:tee
March I5: 1988
Page 4
C11. Seleetion of Officers - Annual election of [he Foundation Bonrd
Chairperaon~ Yice-Chsirpereoa~ and Secretary-Treasurer.
Grigsby nominated Beyeradorf for the office of Secretary-Treasurer.
MOTION: Moved by Grigeby~ seconded by McKay to elect Beyeradorf as Secretery-
Treasurer. Notion carried 5-0-1 (ABSBIPf: Lewis).
Beyeradorf aomine tad Grigsby for the office of Yice-Chairperson.
MOTION: Moved by Beyeredorf~ seconded by McNSy to elect Grigsby ae Yice-
Chaitpereen. Motion parried 5-0-1 (ABSBNf: Levin).
McKay nomimted Barton for the office of Chairperson.
MOTION: Moved by NcNay~ seconded by Dutton to elect Bnr [on as Chairperson.
Motion carried 5-0-1 (AB36NT: Levis).
C12. Canfirmst ion of Board Masher Terms of Office - A Resolution establishing
[fie term of office for each Pouadation Bonrd member.
EBSOLOTION N0. ECCP 88-002
A EESOLOTION OP THE BOARD OP DIRECTOEB OP THE HANCHO
CUCANONGA COMMUNITY POUNDATION OP THE CITY OP HANCEO
CUCANONGA~ CALIFOBMIA~ ADOlTINC TH6 TBBMB OP OPPIC6 POE THE
FOUN11-TI011 BOARD NElIDH119 APPOIETED BY TBB RANCHO COCANONGA
AT THE IPCEPTION OP THE COMMONITY POONDATION
MOTION: Moved by Beyeradorf: seconded by Dottoo to approve 8eeo lotion No. BCCP
88-002. Motion certiad 5-0-1 (ABSENT: Levis).
* ~ * tr
D. IDER'IPLCATIOE OP ITq~ POt ~II l6ETI16
1. Dutton would like as update on [he Alta Lome High Sphool Auditorium
ree [oration and a guarantee of future maintenance.
2. Beyere dorf requested the Treaeurer'e eeport ba discussed aC the next
meeting.
3. Che it Barton asked that nap correspondence she gees should ba acknowledged
at thair aeetiugs.
4. Che it Bar ton brought up [he packet of information on tfia I¢le¢d Empire
Symphony end that t6 i^ should be brought up et the Workshop meeting for
die cuesion.
Co-unity Fouuda [ion Minutes
March I5, 1988
Page 5
5. Dutton requested thin core beck on the nezt agenda with au answer to the
California Athletic Club.
• : s * ~ e e
6. COIW~ICA?IONS pH011 28; PD3LIC
Devia end F1oCOr rhn arm a+±h ~~~:. ~~l~d oy [he Californi• Athletic Club.
sadreesed the Foundation Nesbere asking their support for the May 7, 1988 Lae
Yegae night. They would like Co have 25i of the proeeed• frog t4 ie applied [o
HCCP art projec to and the bslance of proceeds would go to the Sheriff's Criue
Prevention Dnit.
* * R t il * e
!. AQTODH~6fp
Meeting rae adjourned to the porkshop scheduled on Nazeb 21, 1988 at 3:00 p. a..
to be Geld at the Lion'^ park Cosunity Center in the Gallery Hest woos. 9161
Base Line Hoad~ Rancho Cucasumga.
NOTION: Moved by Dutton, seconded by Czigaby to adjourn •t 8:45 p. s. Notion
carried 5-0-1 (ABBBNf: Lewis).
8eepec [fully subritteds
4~~t..n ~'4 b l.. ~ l ~.
Bva Merritt `S~ V
Aesie tent Secreterp
Approved, May 3s 1988
March 21, 1988
RANCHG CUCAMDNGA COMMUNITY PODNDATION
A_.CALL To oeBen
A workshop meeting of the Rancho Cucamongn Co®uni[y Foundation qot ..., wr~e
Mer~F nt~ Iona ~ f; - L:..as rarir cosmn:nrty Center Gallery Bae [, 9161 Baee Line
Boad, Honcho Cucamonga. The meeting was celled to order at 3:15 p. m. by Jeanne
Baron, Chair.
Present were Boerd meffiere: Betty McKay, Guy Beyersdorf, Pau La Gr ignby, Ra loh
Lewis and Jeanne Barr.m. rtw_:_
Also present were: Consultant, John Rowettp Staft repreeentetivee, Mark
Lorimer, Susan Mickey, and Aee ie tent Secretary, Eva Merritt.
Abeen[ was Boerd ceffier: Bob DuG too.
x * * ~ ~ a
E. ANtODSCE16rTB Alm PY636eTATI0~8
No items submitted.
C. PCmD1ATI0~ DDSIlfe38
Cl. 1988-89 Poundation Goele and Prior it iea - Discussion of elternativee far
programs, tecrlrtiea, end operations [o be eoneidered by [he Poundatinn fnr
fiarsl roan _en
-~-- --• •e•. Lu. imer, br. Mmtnietrative Aeeia teat, presented
staff report.
Hr. Lorimer outlined the following options to be coaeidered by the Boerd meffiera
for fie cal year 1988-89:
1. Programming
2. Pac ilities
3. Information/Netrorking
4. Office Space
5. Staffing
6. Fundraising
Mr. Lorimer suggested that the Board members have a general direction for 1988-
1989 programs and projects in order to enable staff to be a61e to research what
the coo es may be nn who Lever projec C(a) tl~e Board members wish to focus on. He
also reviewed the Foundation's Artic lea of Incorporatio¢, Mieeion Statement,
Long Range Coals Statement and Intermediate Objectives Ste Cement, Twelve Month
Plan, Schedule end Goa le Eor Crente end Gifts Progreme, end the Current needs se
of September 1, 1987:
Mr. Lorimer presented the Following lief of items to prioritize and point^ to
cone ider:
Commaity Foundation Minutes
March 21, 1988
Page 2
~•,t•**•
1. PROC&1lHfIHG
On tioae
1. Inland Empire Symphony
Mr. Lorimer referenced [he Inland Empire 8yaphoay prapoaal presented to the
Foundation. He elated Chet they are es tab liehed and are faviliar with the
area and program. They elated they would ea[ablieh an office in Rancho
i.uu+:u~aa. Taey wau id iuu> .G [he Fa.ads__,... Fn R...a. ~ m___!te...
Mr. Swett felt that Chia is an ezce llent program and would soarer the
quee [ion of programing for the Pouada[ion for the ae:t fiscal year.
Chair Berton pointed out that they also have the opportunity and know-hw
[o get granla for program.
2. Haacho Cucamonga Symphony
Board aesbere felt that the Poundatioa is not in a poa ition to start-up
Haacho Cucamonga's ova program. that it could require ooze foods than the
Foundation fins [o contribute to any one item at this time.
3. Loa Aagalea Music Center Touring Program
staff fins met with oeovln froze the Ld Muaie Center and the Dorothy Chandler
Center. They have low coat touring groups that will coma out to
comunitiee and do concert performavicen. Their p:ogrsm are reuomble.
They have a variety of programs to offer aed also have eupp lemntal
prograaa each as mue iC educational program.
4. Inland 8mpire Symphoaq Education Program
5. Haacho Cucamonga Symphony Education Program
6. Mural at Library (Friends of the Library)
Suggea led Diane Mil lism~ Prea idmt of Pr iead• of Che Lib rary~ and that the
Poundation get involved in having nom type of mural done at the Library.
7. Sponacr a local theatrical performavice (PAHC - performing Arta of Bancho
Cucamonga)
8. Aniatance [o the Baine House Aitchen Restoration
9. Support to [he Asmciated Ar[iate
Cosmity Pouada lion Minutes
March 21, 1988
Page 3
10. Spomeor Saturday 6naemble Perlormnacea at Library
++a+ea,`
Board member Begeredorf arrived at 3:40 p. m.
Mr. Lorimar euggee led shat the Poundation rculd :sally benefit by going with the
already es tab liahed Inland Empire Symphony at th ie point end possibly the Loe
Angeles Hunic Center.
Hr. Lorimer suggested the Poundatien could commieeiom an artist for the mural et
•hw T.ihre ro.
Grigsby felt that the Foundation should maybe va it for the other groups to come
to the Poundation end requee t_of..or make presentation to the Poundation. Bhe
Felt the Foundation needs more informal ioe from the groups end on their
programs.
Mr. Bove tt euggee led to requee[ more information from PABC end oleo from the
Associated Artie te. fle euggee tad Chst Board members select some of the members
frow the various above mentioned orgaviaationa to carve oo the Poundation'•
Advisory Comcil.
Beyeredorf would like to see Alta Loma High School Band partonance• like the
ones [het are done et old dovntam Upland. He stated this way the ALH9 band
could raise money for their auditorium restoration.
Grigsby stated that the ALHS choir is e:ce llnnt and that Gybe Che Foundation
___ij ______ .Fn .t.n
Mr. Lorimer suggested to do an Arta Festival and coat ins ALHS bend emd choir.
Ae also euggeeted~BOard mamba re select same of the above options to focus oa for
next years goals sad budge[.
McKay suggested that maybe the Poundation could sponsor a fuadra is iag to build
e gasebo in a local perk ae a place to have a Saturday Eneemb la.
B eyersdorf suggested someone contact ALflB band and let Chao know [het the
Poundation would be vil ling to donate a car coin amount of money to assist in
promoting their band.
Mr. Bwett suggested Chet the Poundation euggee[ to ALHB bend and choir that
they do Bone programs.
Levis suggested the Poundation involve the Btivande High School also.
• k * W M + >V
Comaunity Poandatioa 1[inutee
Nareh 21, 1988
Page 4
2. PACILITIBS
[ions
1. Alt¢ Lone Bigh School Auditorim - Ba¢eho Cucamonga
Z. Gardiner 6priog Auditoriua - Ontano
3. Chaffee Gollege Auditorium - Baacho Cucamonga
4. Rancho Cucamonga Blanch Literary
w * * # e * i
3. INPOBlNTIOB/BBTilOBKING
Options
1. Brochure
Mr. Lorimer stated the Pomdation'a brochure seeds to be updatnd~ end that
i[ a good prosoting tool to comaunity.
Gr igeby suggested ve also edver ties im the Rancho Cucaaonga Grapevine.
Chair Bar COU suggea tad that uyba w could distribute brochure's at Che
schools.
•. :~eee •aleaaee
3. InFormati onal/6 ducetional Material - Information dispersed through the
school eye tea at the tine a pzogrea is sponsored by the Poundation.
4. Bi-monthly neraletter
5. Poundation Adv ivory Council
6. Ticketing Services
* s r s e s
4. OPFICS SPACE
~?D[ LOIIa
1. Amethyst Bouee
Community Foundat ion Minutes
Marsh 21, 1988
Page 5
Mr. Lorimer stated that the house is presently owned by the City. He said
that Mr. Joe DiIOr io had offered to pay to move house Froa its present Bite
to Chaffey College and restore [he house along with his ovn. He stated
the Poundation could request the City to donate the House to the
Poundation.
2. Donated office apace
Che it Haztoa stated that James Horton did offer to dovte some office apace
for Poundation use.
r:n ..cF_..•
Foundation is currently operating at City Hells 9320 Saea Line Hoad~ Bencho
Cucamonga, Ce LiEornia 91701.
4. Leased office apace
# s ! * * ~ e
S. STAFFING
Oatione
1. Foundation to hire ow •[affing (Admiaia trative AeaisGnt end clerical)
2. City [o provide staffing as means of support to the Poundation
(Admin ietrative Ae•is [an[ and clerical).
3. Pouodatioa to remain using City staff (curreo[ staff level)
Board mamba re felt it is very impor teat for the Poundation to have a full-
time clerical person.
Mr. Lorimer Bugg sated Board members approach the City Council with e
prepoeal foz staffing naeda.
4. Poundation hire a full-time clerical and a part-time contract
adminie tra[or.
Mr. Bowen suggested that Board members could find a programmer in the
arts/administration field to be an edminiet rotor for the Poundation.
Choi: 9a: tea rxqux:ixd staff provide cost information on having ..era
employee on a full-time bases sad what it would coat to have a full-time
person hired through the City.
A a e Raw
Coammnity Foundation Minutes
Narch 21, 1988
Page 6
6. PDNDRAISING
tione
1. Seed Naney -App lfcatiov for "organ izetion" money from various Poundatione.
-• ..rauta -Application for progra®ing money from various Poundationa.
3. Resident Solicitation - Soliciratioe of funds frog the reaidente of the
Coomwnity.
~'~ °~~-- ~^^- l;c iia lion - sottc cation of fnnde from the 6vainees comunity
in-Rancho Cucmonga.
5. Programs - Presentation of fund re ie ivg prograam (benefit concert).
6. Deferred Gifts Program.
7. Arc in Public Places ae a funds is ivg option.
Nr. Romeo stated [heq at this tice~ seed coney end resident ao licitation mere
not right for [he Poundetion.
ACTION: Hoard members recognized they need pzogrameing and would like to pursue
the Inland 8mpire Symphony and Nuais Center programs. The Board dizec tad staff
Co present specific op[iona pertaining to progrema~ fac ilitiee~ information{
ne Cmorkivg~ office apaee~ staffing end fundraising •t the April 19, 1986
Pounda[ion meeting.
~ * x • e
D. ID6tIIPICASIO~ 01 ITffi [O1 RII Nt61'I!!C
The above to be brought beck [o the April 19~ 1988 meeting.
• f x• a a a
g. ~ICATI0IN lYOtl TBQ PDDLIC
There were none.
* • * - A Y
P. AdTOUag6R
The ceeting wee adjourned et 5:26 p. m. to [he meeting of April 19, 1988 et 7:00
p. m. to be held at the Lioa'• Park Corunity Center in the Porum~ 9161 sane Line
Road, Sencho Cucamonga.
Coeouaity Foundation Minutes
March 21, 1988
Page 7
MOTION: Moved by Barton, seconded by Grigsby to adjourn. Notion carried 5-0-1
(ABSENT: Dutton).
Neepec tfully eubeitted~
Hva Merritt
Aaeia tan[ Secretary
Approved: Ney 3, 1988
April 19, 1988
Rancho Cucamonga Comaunity Foundation Minutes
s, caLt To oeBise
A regular meeting of the Rancho Cucamonga Community Poundation vas to meet on
Tuesday, April 19, 1988 in the Lion's Park Community Center, Porum, 9161 Baee
Liue Road, eancho Cucamonga. The aeetivg vas aSjvu::.ad at 7:^0 p.m. by the
Asais tart[ Secretary, Pve Merritt. for lack of quorum.
• • ~ e * #
B. POUmASIa BBHIH638
1. Aparoval of Minutes - March 15, 1988 and March 21, 1988.
2. Treasurer's Savor[ - Period ending March 31, 1988.
3. Poundation Adv ieoxv Cou¢c it - Creatio¢ of the Poundation Advisory Council
and selection of members.
B830LIILION N0. eCCP BB-003
A BESOLOTION OP TH6 BOAeD OF DISRCTORS OF TH6 RANCFA COCAMONGA,
COl81UNITY YOONDATLON, HAHCDO COCAMONCd, CALIFORHIA, CBBATLBG AN
ADVLSOBY COOl1C2L TO ACT IB AN ADVISORY CAPACITY TO TDB RANCHO
CUCAMONGA COMNNITY PODNDATIOH
4. Alta Loan Hiah School Audicotim Heatozation - Upeate on ci.e y..,ercec ^F
the auditorium reetoretion.
5. 1988-89 Poupdetion Coale end Prior i[iee - Die cueaion of options for
pregreme, faeilities, and operations to be considered by the Foundation for
fiscal year 1988-89.
6. Consultant's Reoox[ - Report by John RovetC concerning Foundation Businee e.
7. Ledi¢ House Statue report on the disposition of the Ledig House, located
at Amethyst Scree[ and Wilson Avenue.
• # * f R * M
C. BOAeD le~ER lNeI11688
None eubmitted.
w * ~ s s r
Commity Poundalion Miautee
April 19, 1988
Pagt 2
D. 2D6glIIICATIC~ OP IZEl6 l06 IRII !~'fI6C
None submitted.
e * e • # # fr
6. CCNOAICATId16 FWtl 1'86 P08LIC
None submitted.
k * * * it e t
7. A6TOO®RIIT
Meeting was adjourned for lack of quorum to s special ea!eting on Nay 3, 1988 at
7:00 p. m. ~ to be held et the eencho Cucamonga Comunity Center in the Crewche
Hoom~ 9791 Arrow Highway, Rancho Cucamonga.
Hespec [fully submit ted~
~ r
`~ Sve Merritt ~ ^--
Aesietant SecreGrp
Approved[ Nay 3, 1988
yl ~- RANCHO CUCAMONGA COMMUNITY FOUNDA710N
TBEASDHHB'S BBPOB'T
Period Ending - March 31. 1988
Beginning Cash Balance $45.667.60
DBPOSITS
Intereet Earned - Checking $ 162.90
MAYOB'S COAAITY BALL - CONTRIBUTION'S:
F A A Interiors 200.00
Stephen Heaney 100.00
Rayler Severin 25.00
.Tames Barton 2,200.00
ASI Interiors 200.00
Southern California Gae Company 200.00
Chicago Tile 200.00
Rancho Cucamonga Development Company 25.00
BCB Development Company 2.000.00
Tvtel Deposits $ 5,312.90
BIPHNSHS
Foundation Neese -Publication Dues $ 29.50
Price-Rowett - Coneu Ming Services 500.00
NAYOR'S CHARITY BALL:
Martin Advert ie ing - Invitations/Public
Reiationa 3.497.99
William Lyon -Enter tai~ent 1.000.00
Fred Stoffel - Gifts 6 Awerde 4.213.92
David Stenake -Enter to inment 60.00
City of Rancho Cucamonga - Staffing 937.50
F rame-Art -Document Praming 203.41
Pro-Tec - Award Engraving 110.24
Total Hzpenses $10,562.56
CA30 BALAIt(8 40.427.94
ly submitted, -
B ~ ABASUAEA-SECRETARY
9R0 Bus I:m Potl ~ P. 0. ax PB) ~ Ruch Cucunmp, C.lifomi. Ytlb • I)I~I 4P9~1851
TREASURERS ARPORT
Period Ending - March 31, 1988
Beginning Cash Balance $45,fi67. 60
DEPOSITS
Interest earned -checking 162.90
F S R Interiors 200.00
Stephen Heaney 100.00
Kayler Sever in 25.00
J.E. Barton 2,200.00
ASI Interiors 200.00
So. Calif. Gas GUU.uu
Chicago Title 200.00
RCDC 25.00
BCCD 2j 000.00
Total Deposits 5,312.90
EXPENSES
Martin Advertising 3,497.99
tJi 11 iam Lyon 1,000.00
Frei Stcff al 4,213.92
Price - Rowett 500.00
David Stenske 60.00
Citv of Rancho Cucamon¢a 947.50
Foundation News 29.50
Frame-Art 203.41
Pro-Tec 110.24
Total Expenses 10,552.56
Ending Cash Balance $40,427.94
Respectfully submitted,
GUY BEYERSDORF, TREASURER-SECRETARY
~`-""' ~`i l~ I ' "~
Kathy James, Account Technician
i.u a va' nAivlinV V V VH1Y1V1VhA
MEMORANDUM
DATB: April 14. 1988
T0: Rancho Cucamonga Community Foundation Board Members
FROM: Susan Mickey, Adsinietrative Intern (j(}'1~l
SUB.iBCT: Advisors Council !/ ~
`w.
Attached please find a reao lotion regarding Che adoption of the Advisory
Council. Please let me knov if this meets vi[6 your appzoval.
A list of Advianry Council nominees rill be available at [be April 19~ 1988
Foundation meeting. If you hove any que•bona or changes regarding the
.._____ _, „____~ _.._ r. ~,.. .,, ....~ ~~. „g.
SM: emm
RESOLUTION NO. RCCP 88-003
A RESOLUTION OF TH6 HOARD OF DIRECfORS OF THE RANCHO
CUCAMDNGA COMM7NITY R)UNMTION, RANCHO CU CAlDNGA,
CALIFORNIA, CREATING AN ADVISORY COUNCIL TO ACT IN AN
ADVISORY CAPACITY TO 1HE RANCHO CU0At9NGA NMMINITY
fiUUNOATION
WHEREAS, the Hoard of Directors of the Rancho Cucamonga Community
Foundation does hereby create an Advisory Council end de clazee the follwing:
SECTION 1. Role of Advisory Council. The Rancho Cucamonga Community
Foundation Advisory Council shell act in an advisory capacity to the Rancho
Cucamonga Community Foundation in matters each ae:
a. Progr®ming
b. Fundraising
c. Development
d. Prw iding support for the Rancho Cucamonga Community Foundation
in achieving its' goal a.
SECTION 2. Advisory Council Memberahio. 'fie Adv ivory Council shall
not he limited in meaberahip. !(embers of the Advisory Council shall be
appointed by a majority vote of the entire Board of Directors at any time
denied appropriate. The name of the appointed mmber shall be recorded in the
mina[ ew of w Rwnrfin l:nrwmnaww h.w~w...nt ... o ....w..~.._ _ _.~__
_.. ___.._____.. ___._..o.
SECTION 3. Term of Office and Removal. Members of the Adv ivory
Council serve at the pleasure of the Board of Directors of the Rancho Cucamonga
Community Foundation. Advisory Council mmbere hove no ape cif led term of
office and may be rmwed at a'ry regularly scheduled Rancho Cucamonga Community
Pounds [ion meeting upon three (3) working daye' prior written notice to the
member. Members shell be removed by a majority vote of the entire Board of
Directors.
NOri, THEREFORH, BE IT RBSOLVBD that the Board of Directors of the
Rancho Cucamonga Community Foundation hereby crentee en Adv ivory Council to
facil its to the Board of Directors in the achievement of its' goal e.
RANCHO CUCAMONGA COMMUNITY FOUNDATION
DATE: April 18, 1988
IC1 Rmcho Cucaeonga Coaeunilp Poundation Board ReMez•
PBON: Susan Nickeyl Aduinis tzetive Intern ~~
Rlm°!°-~^-'= evieary uounc 11
Lie ted helve are Che the lve people eelec ted by the iancho Cucamonga Coovunity
Foundation Board of Direc ton to serve on the Advisory Council.
Nancy Ce ldve 11
To. Cafney
Doha Nannerino
1Lggie S[u
Louise 8tephene
86aron Baer
Banda 11 Levis
Nal Overton
Bd Gutierrea
Vi lliu Courtney
Catherine 8ridae
do Dailey
9110 aw lle~ aatl • !. 0. am lei • a.saa Geanoyl, G0bn1191710 • (11111Ndif I
Rancho CucamonXa_9ommunity Pouadation
DRAFT NORR PROGRAM - 1988-89
Activity Action
SUPPORT THE BHST08ATION OF THB ALTA LOlIA July, 1988
HIGH SCHOOL AODITORID![
SUPPORT THE E%PANSION OP TH6 INLAND 6MPIR8 August, 1988
SYMPHONY IN RANCBO CUCAMOtiGA
ART IN PUBLIC PLACES PROGBAN
PUBLISH FOUNDATION INFO@NATION
IN QUARTERLY GRAPBVINB
PUBLISH ANNUAL FOUNDATION BROCHUBB
POUNDBBS DAY ARTB FEBTIVAL
Reco®end policy to City Council
August, 1988
First Iaeue - September, 1988
September, 1988
November 19, 1988
* High School Band Performances
* Inlaod Empire Symphony (A. L. R.S. Auditorium)
* Thea [er Arta Performance (Chaffey Theatre)
* Arc 6xh ibitiom/Demonetretion/VOrkehope
* Mueie In Education workshopa with a fioa le
performance (A.L.H.S.)
CUNMUNI'TY NWNDATION ARTS FESTIVAL April, 1989
* Inland Empire Symphony Performance (A.L. R. S,)
* High School Hand Performmces
* Theater Performance (Chaffey Theater)
* xuaic In Education workshops wish a Eim le
performance (A.L, H.S.)
* Art Bxhib ition/demonetzatioe/workshops
may.. .
`4
Vn i vr- KArvI:riV UUGABIVNGA
MEMORANDUM
DATB: May 3, 1988
TG: City Comcil b Foundaticn Mee~bere
FgOH: Lauren M. Waeee Tman~ City Manager
SUBJECT: Covflict of Interest Remo from 8 nde[ion Legai Counsel
J oho Franc ia. the attornay rho 6e lped eetab lish the Haacbo Cuwooga Poundatioa~
hes given us a memo regarding poteptial conflic to o£ interest for Dirac tore of
the Eancho Cucamonga Coasuaity Fomdatiov. Bssentia lly~ JoM's view ie that
there are four tea to rhich are generally applied by the Bair Political Prac[ice•
Comie eioa [o determine whether or not a conflict eziatm. John fee le Chat of
the four testa: the Foundation only nears one of [he four. Therefore: in his
vier: the Foundatiau rill be era laded from the provieioas of the Political
Eefozm Act of 1974. Mr. Praoc ie has shared ebie opiuion with our City Aktorney,
Jim Markman.
The ettozney'• opinion ie being distributed to you for gour review. If mevbera
of the Council or Foundation Board h.... ..-- .pt.;~;u yaw cioaa regarding the
oy:u:uve: re can ecbedu le John Pnncie to appear ai the next Foundation meeting
or you may relay my questions you have through the City Manager's office. end
re will obtain an answer for you.
/hk
cc: Mark Lorimer
1405.03-230
-:,
JOHN W. FRANCIS
•TTORN CT AT LaW
1901 [. LA.u O[R+RO~ei SVITC X02
LA Nq pRA. CauIORNII. 90631
+cLCVwone aul ee•-cell
April 28, 1988
Mr. Lauren M. Wasserman
City Manager
City of Rancho Cucamonga
P. O. Box 807
Rancho Cucamonga, CA 91730
RE: Conflict of Interest Prohibition i Fair Political Practices
Commission Regulations: Implications for Directors of
Rancho Cucamonga community Foundation.
Dear Lauren:
I have read Jim Markman's March 9, 1988 memorandum regarding
"Conflict of Interest Prohibition and FPPC Regulations Regarding
involvement of Commission and Committee Msmbsrs in Matters Before
the Planning Commission, the City Council and the City Bta!!."
In that memorandum he makes this ~ha~~ra~Sn.::
I also wish to point out the fact that we Nava had
inquiries as to whether the definition of "public
official" would apply to members of the Rancho
Cucamonga Foundation so that the regulation and code
section discussed in this memorandum would apply to the
Foundation members. I have discussed that matter !n
detail with Mr. John Francia, counsel to the
Foundation. Tha matter involving nonprofit loundationa
is very complicated and has generatnd numerous opinions
of the Fair Political Practices Commission. •*•
Jim is certainly right when hn concluded that the metier is
complicated.
TY.a assentiai question is: Are the members of the Board of
Directors of the Rancho Cucamonga Community Foundation "public
officials" within the naming of Government Code Section 87100 by
virtue of their membership on such Board?
'.xl.
.;
Mr. Lauren M. Wasserman
April 28, 1988
Page Two
"Public official" is defined in Government Coda Section 82048 as:
*** every member, officer, employee or consultant oP a
state or local government agency.
"Local government agency" is in turn defined in Government Code
Section 82041 as:
*** a county, city or district of any kind including
school district, or any other local or regional
political subdivision, or any department, division,
bureau, office, board, commission or .;r~.e.- = - op
these: h,ir ace. -,,;t include any wort or any agency in
the judicial branch o! government.
As Jim Markman indicates, queationa related to nonprofit
corporations associated with local government agencies have
generated numerous opinions of the Pair Political Practices
Commission over the years. Tha first such opinion was issued on
July 6, 1977 in response to a request by Samuel Siegel, City
Attorney of the City of Pico Rivera. In that opinion the
following criteria were articulated for use in annlyzinq the
question whether a partiwlar entity should be considered a local
government agency:
1. Whether the impetus for formation of the entity originated
with a government agency.
2. Whether it is substantially funded by, or its primary source
of Ponds is, a government agency. (Also stated in
subsequent opinions as "Whether all or most o! the entity's
funds are received from public sources.")
3. Whether one of the principal purposes !or which it is formed
is to provide services or undertake obligations which public
agencies are legally authorized to perform and which, in
Pact, they traditionally have performed. (Also stated in
subsequent opinions as "Whether the entity ie performing a
Punctlon which public aganciea era legally authorized to
perform or which they traditionally have performed.")
4• whether the corporation is treated as a public entity by
other statutory provisions. This criterion is clightly
modified in soma subsequent opinions to read "Whether the
entity ie treated as 'public' by other ^tatutory
provisions." (Siegal, 4 FPPC Opinions 13, No. 76-054, July
6, 1977)
~~:
Mr. Lauren M. Wasserman
April 28, 1988
Pages Three
Criteria created by the agency administering a law to be used to
determine whether the agency has jurisdiction over other agencies
is a process that one could challenge. In Pact, in one matter
involving the State Compensation Insurance Fund, the Commission
acknowledged that:
These criteria, however, _ra st intended to be viewed
as constituting a litmus^.test for determining whether
an entity is public for purposes of the Political
Reform Act. (VOtfk, 6 FPPC Opinions 1, No. 80-008, March
2, 1981)
Nevi.^.y o-i~ ti,a t, it is clear in all matters involving nonprofit
corporations, the Commission has applied the four criteria and
made its determination based upon its analysis of the
applicability of the criteria to the tactual situation. Under
these circumstances, it is appropriate to look at the Lour
criteria and apply them to the facts relating to the Rancho
Cucamonga Community Foundation. In doing so, I will also refer
to how these criteria have been interpreted by the Commission in
other matters that have come balore thee. it should be careLully
noted that in every matter that has coma bators the Commission
where a decision was reached that the members of the Board of
Directors o! a nonprofit corporation ware "public officials"
within the meaning of Government Code Section 87100, the
Commission determined that all four criteria had been met.
Let me then proceed with the critwri" .a ~*c~ W„i syt,ly co the
..-.:..oavu.
1. It would appear that the impetus for the formation oP the
Rancho Cucamonga community Foundation originated with the
city~a key administrative olficsrs with the concurrence of
the City Council,
Other applications of this criterion included one involving a
nonprofit corporation founded to "acquire, maintain and operate a
water system" The declaion included this:
First, we find it significant that the City
Council of Pieo Rivera was Intimately involved in
the creation of the Corporation. ••* We are also
advised that the City Council teak an aetive role
in cclicitinq names of persona to become members
of the Corporation. (Siegel, d FPPC Opinions 13,
No. 76-054, July 6, 1977)
in another case, the Commission did not find the first criteria
met because the corporations in question, a Downtown Business
Association and Chamber of Commerce:
Nr. Iauren N. Wasserman
April 28, 1988
Page Four
•** were in existence well before the adoption of the
municipal ordinances authorizing the contracts in
question. Also, the primary purpose of both the
Association and the Chamber is non-governmental in
character and is unrelated to the contracts described
above. (Leach, 4 FPPC Opinions 48, No. 76-092,
s2ptamher 6, 19'7&j
In another matter, it was determined that
The impetus for the formation or rn. -as ~£ Anaheim
Stadium, Inv., came from the City of Anaheim. It was
formed at the specific urging of the Anaheim City
Council, which nominated the initial members *+~• The
City Council has veto pownr over member and over the
Articles o! incorporation. (City of Anaheim Stadium,
Inc. Legal Opinion, July 20, 1981)
Finally, in the matter of the Miaeion-West Valley Educational
Foundation, it was determined that:
*** the Foundation was established by the District, and
the Board of Trustees o! the District sits as the Hoard
of Directors of iha Foundation. (Nisaion-Neat Valley
Educational Foundation, Legal Opinion No. A-86-214,
November 17, 1986)
Turninc nOW t0 thn ~anno,i nI •A_ ....l----- royu~uiaq u,a pc lmtlry
source o! Lunde, here ie how it has been interpreted. First, in
Siegel, the nonprofit corporation leased the water system back to
the City. In addition, the City was required to pay rent to the
nonprof`t corporation even if the receipts lrom the operation of
the sys,.em were not sufficient to meat those costs.
In Leach it was observed that:
•~* both the Association and the Chamber receive their
operating lands from private sources. The City of
eakerstiald provides only that amount o! money
necessary to reimburse the Association and the Chamber
for their coats incurred in perforaing the services
contracted for by the city.
in the matter relating to the Hawthorne Cable Veage Corporation,
it was determined that the second criterion was mat because the
City had arranged !or the funding of the nonprofit corporation
and it was managed by City employees. (Hawthorne Cable Vsage
Corporation, Legal Opinion No. A-64-202, September 7, 1984)
Mr. Lauren x. Wasserman
April 28, 1988
Page Five
In the matter relating to the City of Anaheim stadium, Inc.
referred to above, the funding came from rental tees paid by the
City. The stadium was leased both by the City and was operated
by City emplcyeee.
Zn the matter of the °aata Clara vauey Fair Association, the
°uJdLU of supervisors contracted with it to operate the County
Fair on the County-owned fairgrounds and could allocate Cavnty
funds for "any purpose incidental to the lair." Then this
observation was made:
`.'.?:'_2^ - noard or Supervisors sakes no direct
allocation to the Association it grants the Association
use of the fairgrounds and structures thereon for the
nominal rent of 51.00/yr. In reality, this constitutes
a subsidy toward the Association's operation. In
addition, out of a total budget o! last year of nearly
$b million, the Association received nearly SZ00, 000
(roughly 5t) from the state. (Santa Clara Valley Fair
Association, Legal Opinion, February Z7, 1985)
In the Mission-West Valley Educational Foundation referred to
above, it was observed:
In the present situation, yov have indlcatefl thnt the
District has leased to the Foundation, foY a token
amount, a valuable place of commercial property. In
turn, the Foundation will generate virtuelty s++, C! it:
inenm. ~~ -•,;,~lt.:e;,,y uie public asset and ha•~ing the
property developed. Thus, all or moat of the
Foundation's Lunde are derived lroa the grant of a
lease of a public resource at lase than fair market
value. We do not believe this is diatingulahable from
a direct grant of public funds.
A $6,000 loan by the City end some City etaf! assistance to the
Foundation on a transitional belie is clearly not equivalent to
being "substantlelly funded" by the City or identifying the City
as the Foundation's "primary source of hinds^.
Therefore, in reviewing the current funding of the Rancho
Cucamonga Community Foundation, it is clam that neither all nor
moat of the Foundation's funds are received from public sources.
Zn that case eriter{en 2 has clearly not bean met.
The application of the third crltnrion woulfl consider whether the
Foundation is performing functions which public nganciem ors
legally authorized to perform or which they traditionally have
Mr. Lauren M. Wa9sarman
April 28, 1988
Page Six
performed. It was not difficult to find this met in Siegel
because cities are clearly authorized to acquire and operate
water systems in their communities.
In Leach the Commission concluded:
Although promotion of the downtown business district,
promotion of the City and th¢ oprration of the
Convention Bureau are activities sometimes performed by
cities, they are performed by nongovernmental entities
eaual7v as n_Pf an m~..y~ ~w- r---- __ _ ..
Chamber are performing services which benefit the
public, although, more speeitically, they benefit the
downtown business area and retail stores, restaurants
and hotels located throughout the City. In this
respect, the services which are rendered era leas
public in nature than the providing of a public water
suPPly.
In Hawthorne Cable IIsage Corporation, the legal opinion made this
observation:
While the typ• of services the Corporation Se
parlorminq are not necessarily traditional of public
agencies ainca cnble television systems era a
relatively recant phenomenon, it is true that both the
law and many other cities view the role of providing
community access hn n^}.ln •.i ...~c~c~ _- ____it _...
operations of the system as a public function. +~~Ba end
on all of these fectora, the Corporation is aesentially
an entity created by the City to accomplish
governmental purposes and is therefore a ^local
government agency" within the meaning of Section 82041.
In the City of Anaheim Stadium matter, the opinion stated:
The principal purpose of the formation of the City of
Anaheim (Cali iornia) Stedium, Inc., was to construct e
stadium for the benefit of the City and its residents.
This ie a function tzaditionelly carried on by
governmental entities in this stets, •+•
In Miesien-West Valley Educational Faunflation, the opi.^.±o.^.
concluded:
in the present situation, it i^ clear thet the
Foundation~a role o! having the Diatrict~a property
develop¢d is one which the District has the legal
authority to perform.
Mr. Lauren K. Wasserman
April 28, 1988
Page seven
Although cities have provided for the "cultural, recreational and
human services needs" of their citizens, the generation of
charitable contributions to support those needs is not the means
by which cities provide for those needs. Zf the Foundation were
directly providing for those needs as a substitute far cho .-:«.•
Going nn r~.a __.__1-oy~- ~~ula of course, ---'
be different.
I, therefore, do not see anything in the csrrent operations of
the Foundation or in any future activities being presently
contemplated that could lead one to conclude that the Foundation
'-° ^°-fcrWin~~ a ~unccion which public agencies are legally
authorized to perform or which they traditionally have performed.
It is, therefore, my view that criterion 3 has not been met.
Finally, we have the fourth criterion to apply to our situation,
that is, whether the Foundation is treated as "public" by other
statutory provisions.
In Siegel, the nonprofit corporation qualified under Section
103(a) of the Internal Revenue Coda to issue Lax-exempt
obligations because it was determined to have been acting in that
regard ^on behali^ of the City of Pico Rivera. Tha Commission
thus found that it enjoyed the same legal statue as n public body
under the tax and security laws.
In Leach, the Commission retreated from this position by
indicating:
while both the Association and the Chamber enjoy
special tax statue different from business entities,
neither Ss viewed as public in nature by the tax laws.
Zn the City of Anaheim Stadium matter, as in Siegel, the legal
opinion concluded that the issuance of tax-exempt bonds by the
nonprofit corporation was recognition by the internal Revenue
Service of its treatment am a public entity.
In Mission-west Valley Educational Foundation, the legal opinion
concluded that:
Auxiliary organizations have bean treated as public
agencies in certain circumatnncea. For example,
auxiliary organizations era expressly authorized to
enter into joint powers agreements. Education Coda
Section 72671. Furthermore, meetings o! the bonrd o!
directors of auxiliary organizations nre required to
comply with open meeting laws applicable to public
agencies. Education Coda Section 72674. Thus, at
least to soma extant, the last criterion is mat.
xr. Lauren x. waeaeraan
April 28, 1988
Page Sight
Aithough I would concur that the Rancho Cucamonga Community
Foundation is subject to the Brown Act, I world not concur that
this is being treated ae "public" by other statutory provisions.
It is the role of the City Council in the selection of the
directors of the Foundation that triggers this consequence, not
an intent in the open meetirq law that all City-related entities
are covered by that law.
in conclusion, it is my conaiderati view that the Rancho Cucamonga
comaunity Foundation, boot in the manner in which it ie organized
- ±c -.aia ir. is eresantly operating, does not mast the 2nd,
3rd or 4th criteria as articulates by tits ~a1= :slit±cnl
Practic¢a Commission. As the tailors to meal even one of the
Lour criteria has traditionnily bean sufficient to exclude an
entity from the operation of the law, i would further conclufle
that the Foundation is not a "local government agency" within the
meaning of the P011t1ca1 Raters Act Of 1974 (Government Code
Section 81000), that the members of the Foundation Board o!
Directors are not "public ofticiale" within the moaning of
Government Code Section 87100 and, finaiiy, that the Foundation
is not required to adopt a conllict o! interest coda pursuant to
Government Coda Section 87300.
If I may address any other aspect of this matter, please let me
know.
Vezy truly yours,/
~-~ ~ `~
~`
o arc
At ornay w
:ao
r.
CITY OF RANCHO CUCAMONGA
MEMORANDUM
DATB: April 20, 1988
•-- ...vc:.o ~ucamoaga uoaamoicy toundation aoazd of Directors
P80M: Mark R. Los iaer~ Sr. Adsin. Auistut ~,~~
BDDJBCT: Director Liability Inauranet
As vas diacuted late let yur~ staff lus contend the Pouadation insurance
carrier to inquirt about liability iuuruu Por tub rater oP the bard oP
Dirac ton. At the air the lomdatian obuiead garnl liability inaunnca~ tht
insurance carrier indicaud that r should aµio purer Director Liability
inwrance once w ruched our oat yur anaivenary dah. tlhilt the Foundation
has reached in fiat ytaz mace befog utablLhad~ tht iwuranu carrier aov
ind ieates that • comprabamsiva twelve-eveth audit of our operative mast be•
completed sad ubmitgd with appliutiaa forma is order for the irunut broker
to secure Director Liability Prom any iruraus eoapapy.
one naanca daputrnt indicaNa that the Ponedative't fiat audit will ba
covpletad in conjunction with eha eity'a unwl edit in the Pall oP this yar.
Yt is antic ipaNd that the Eiaa1 docuuaG womld not ba tabmitted until
Novesbaq 1988. The iwuraau broker iadiutaa Clue it mould ba io the but
iatereat o£ eha Foundation to dalq consideration of Director Liability
ineuranca until wa have rsq ived the to~lated audit.
This mow usves u r iaforrtion item only. I£ eha board of Dirutor riahu
to pursue Dirutor Liability iwuraua in u alGSnatiwt auaner~ pleat feel
Eree to eoatut state with tnrther dirutive.
/sg
88-186
News and ~'omment
Congrvse to Begin Overhauldm Bcemptfoa for babrtu.aoRprr bom lee wJC i rbbre byabrm.earp da
Nonprofit OrpRiatlom' Budas AcfivNla ReROR Pideuos i Cara r 1>~) dsxaxda.
lLe xaab wm as hrm o.a-
~. sus.®or ~.+QU.roa M me
end dMrr m bepowoddrbr
4eo0aN a uveWd hoe®e ®~
05 cM{d m nwWede apeiarior,
.mNme b • ..Port M IodePadear
Secbr.
(Fa • rtlrrl nay o the arna
ede doorode voelyd Glewar
ipMM. fa "Nw¢afa pyylOr..
B®ntb Yahua, ri0 the 10.5' m
Cede 7.)
Deo4 drrpWrJ baba Yr
bm mtle Fabfe. tbwevel. Ner Yak
Udvarry Sehool d tar Ndara
fly IbL. aTO evw m r 0.4
edereey emrieb w na4^Rr the
ain mere iaaisatWm r ab
PW^d b Cooper, br Lt18
Regan p bwrrnra eoepW
bopmemrp) db'Shiepa
heppmb(' d mr chop rer
Q.hrr.
Rryublkr ncehmdiEe 0.9
.vr„rr...k.dr i.rr+
M1®tlrlobblY aeee'a
tlnhba R{p Ire t9cllr (PTar}
lbeirpeWadehrrs bii
-+EOYeIYr MW V ~d ro
pvemrre doer Pa6r rd haYa
dva r orrmd Ebo•eYrar
-~cSpmoSred~deltiavde
eoovdbd robrary b m ea akin
tls noopMr aan 5096 aosd
ooek (dr.vsdethdum u tlr a
mvb d eb#)
-.reowinR re o®r.m halms
oaaa aapda beam~m wa
air "bm^ nae.rE a•rlebM b r.
oa/dr
-nrarbi re'(ae iEe Smef
iaedombn"a5aapdo
~timpveq tam 9-db pre
moo mtamaum o vrfrad 6brs
heos onieo
To cooma ds F^Rda. e. aopd
licra have alb eaasardd'merf
si.1 Gsahctd fa psyioy:cra:Cd
bobs hima a bob dl.flllab
31A00.
rbr iraeoaoeOYbr arbo beat
nr4 q a Tbrby 4pboa W .
~er~4 trrgaa rnlrtet
AWme moo ra. Ar ar rr, O.
horNaoe CLpora. derby rrrtr
Fo ubra, m the are dodkp
W rivavda. CTrpm .r0. rr a
foabo wauW rw m meaame
Inpagk • ya, d tlr eo4cneda u
ivede M Mleviam. nro, rrphar, a
r bbq. Faiboe b SamWY vnb dda
~crrwa. ti.~-...~,
xrRr w b ieoooo. yar vrauma.
the ow ho ab [oW®dte
(OOowrd Vemarab:
-F~keeeeYdlmy I9N.
prtic abeeie ar mre baJabk fa
pohlr vpeoim r drs prcipd
ofEm
~mpy ddor d.s mor eam
raW m rooe(b m yea dre
19aaJ. ~
-aapy drr~bgtloe4
plsrs W W dsrelfaa d
dr "bbmodly nerd' arWrfo
fa•hor®raoniry Warta boy
ya re eoeemfmndapd>bb
Tat BBJPaaudRrgaWriaa Noaproftt Ldbb~uar,
PaRdal Actlrides, and Direbsm
Cooper rme and d Irl prbd
W bia tlW mry mre We • Rnle mae
OdbaY /a bmc ooopafe apo'va-
dor, a rrc4 rndePmdm SeQa
ivrd a"eWdkab vbay" fa
TbrRbmedhaCOpeb'-
d.dary Tea Repamoda Ire
Prkr'a--rebq aae arMar
roq 6eo v 6afma rra
raryiha ar .iel(eNl) apero-
mr ersrd M orwvda taab
e.W rid mrYPOpd r rr
L.R aaRea rb a arlr Irt aova
V r by LL OoL Oaeb Plrr b n Ib
uava Cnal m eraa dfaiq ae
Vam alrhq. rd Iemrb 4 MAs
Ea ya, ooooara ore tlamr
,Ua dCulrp 3Wa. eab r~rr
Deter oberrd b ma da K
birim
r5<aap erbr 4 ara a arpiYhe
adp ova raYrlorl eri~. ~
d. bs aadax anwr
Cants Cratd b Afg„
Naytalll Barb
aYr horded Vdvbrfr rd
Tb mrapmrlo.ia cart
.Rh r PmNe rraita a.b r
tlr Meeeara paapad reawde al
Orr'aehrR oepelsirr irhreq
m~ and wata>~ed Rarm~a
M haarO armEn
h w1Y alr ar r o errrahoab
b efomrioa. heraaa bglyiea
oWad rd leer prrp «in paaa.
dar, raralq a Nrar Arahd.
.recta dhwvfarr.CS.
h CArr taf hY lard (hR
pwbpahrY noWeobeba Wq ~rU
ti eer
yabidiud-
raavr. eavrara baW'rd b
oar pwr.
The ka pad Dee. I3 byeY
W (aM»'a r doerr dnra od
iaairaeaY4rrrdarharrurr
ilasw rw ab ahoaa r IR9 r
amnn'evl a me it R
rYb ray hob Oar sad rWy b
bald Da ngrsw
b dauaardlr 1.19q
axanrl aepnl W ra Y rrRY eadlla
b rWea adataahr J'•
~bra~b4air
dr eeeb irri~rs.ieor'tar
.Derr a.b^.~e b P~lbd slb.
abb..b;odssoobya.y
r. bbaa m..: ao mroa
Prry fq rihae b dbdob rbrr
wrr
-JOeIeNA'e aserp.rirlpr r
._.._... ~.....,ae....
• erg a/re rb pdabl atone (ar dd
W hMOarr rb.5011<7p)'eorldeY
Pb'irb~ o Pdekr a,•paira o
Eehrf dwdiaba} Iloaaab, m
bras RaaaYb W . orpaat
ar'r hO rdr rY NR Qrd base
W rare prod lr •n^We^IYd
a.+y.e.ar ara Pb rka
gaaar r jarSbdy r lma r re
ararYY a aaaY aeallrhla b 014•R
~earorary Mibradm
prlk akridaa'iralol aaPSa'mra4
dbryrarbrew rq Yo
blWr. Voo lylorlaA aberb.
a rrr aafinbw, nh.a.ar, ear
Becoming a Fiscal Agen
B,Br.a C,Ref
oanakoauy, a nonpofiL tax<xmipt
arryanim n askd m aNnmisla (welt w
brlrlfdaoother group. Puhap the poy
k mcapuabd end awdtieB mtifcWm d
in ru<xanpt Waae, or ha tu<xemq
w: awl r°I~~
capciry. Perhaps it u unincorpbad, either
be<abc it htl jour tame toenhv. or D<-
uuc ib xtivisia eb infonrW m {Illetrnib
IpIL
7M usuri queanbn art:
• wtw art tae n.aono ma rapmsioWlva
in acting u a final agem for eodwr group?
• Should we irva • writlm apmnm'!
• If so, wlm should it include?'
gecatse fiad agent alatimehip coo
takc many films ad serve a variety d
coda, m aasdad adtamwm coven W
ckcunntanca. Nor u it necaary m love a
wrilam apaolent b W situalima. Apo-
dally these involving ahb4uvoi serviwr
arc m extemxl fending souses mpwtiog
rtgatemenb. However, avmnttg • rtW
[imship d u kaas sweN nwmM ad
rtgstud attountibiliry m an exbtslri
.wince. a writsen spurner between the
rsmprofit corprWOn fiscal agem atr the
getup is generally lovable.
b a wriam agleemrg b peepaeed.
• (lenebl deecripdmdeavim provided
by dw fical agvr
• Which fuode ue avertd q dwae services
le.g. a specific gent aNY a W fuodr
remvcd by dIe group).
• WheNera sepaar bank accatloit wig ha
mrintrined (m Ne poop's fiusdk
• Who wiNin Ule poop b aulhorixed m
te9ue+I witlldnwri d hinds err pymeri
end how such requests Idm he code.
• Whr docmtwwution brtqukd fapryv
• memdtonde.
• Whr pwrdmelM final agar will sore
~W AYmem (e.g. check wsrwl sour a^
wok m Wednesdays, signed q two d&
era tithe agem).
• Avrikhikry d hooks ad eecbda for
impadfm q bah dr grog eel the foal
• Repuuy parkda and cape d snpab b
fording eomcr: d MreWa rtpcb re
teptim4 the ohkgWm dlha pay p
peepals the nartarivs fa otbs®aioo q the
fled slam.
• W6eNer • aryame audit u tespdtd apd
who pays the ooaL
• 7M fiscri agrnt to far providing services
(e.g. fixed mmthly atobmt pmxnbge d
fimdt) and soy abler chagea m the gory.
• A hold hamksa psoviaiao dtc bdntri~
fia tlr fical spat fsbo liability cursed q
__ ~...~ y.T.
• A segvtitpnmt coal W kbrWUe, wntucb,
ek.. d the gory na atclyde the name d
the fiscri ageN unkv prior appovri is
ahbined
• WheWer rite getupubapmetbk for
ulvuwg vnva~ww vv.cragc• uF omwn
and nsnue dsuclt coveragc.or whether the
fiscri spur u providing Mier coverage Y the
ipoupY expeme.
• 77c mlpbyltsno enlm dpaid mmviduab
working m bebalf of the group, including
engbym d the fnal aged, empkyem d
the poop. err bdepeodem caMaclaa m
either.
Qempbyea err indePmdmt caobactasa
west tar tlr potq, the poy rbauW Irve .
in ownemp6ya idmGfioarim Bomber eM
s6mW make ro owe 6nkg ad fitlng
deciaiar. Uengbysa arowmaton work
for the final agem, specify who decides w
hviog(firing, who rgmiea th workm,
ad who u tepmaihb (a nMOe ad
pyroll ten withhddiy adtepatlog.
wYcWr.~yi•y•w~v.wu•.
ag OIS farm 9911. Ntagokd (far hrvrpo-
Iced err fonW taocapwred 9b~P
onty).
• M 6epmiy and mdmg die tithe
ageeemad.
• Flow tlr apneusm onY be raminreda
ambtded
• Otlrr atadad clrrrs far tkmp lily
rliealtoe w awrsy ten.
• Awy at6a apeWk peovislma tegrdiog
wart tY pupa fbcd agent will a will
not dw
I.IgbNlry d Agert
Tx sc ipa d a 5W agmr's uahiliiy tar
IK gabifidr dth poop k b aarvbg
vatW bpmtYa~ m thae6avmabema. Q
tlr pay b iomrpbrfN, kr • seprrl
kill mdlY smpgelibM far ib owe acn.
lblkabpmsUp6 eel p 160 fileri apml.
ahauldMidulf6da W tlkannand
caokaav WdvM der gewp'a aatlvhMr.
rd thr wprrlm s6mW6ave ib awes '
innuaace w6m tlmerry.
ume gray b uttitlcrpbred, the
liability issue is mate complex. If the PoW
u • fbmd uninwperred anacicim. witb
adclea d raeoei Woo and bylaws aratM
governing docwrmn, it hoe many dt6e
chaanensacs d • mpmetion. ircludiog
Imuled 6abdny dgtoup mambos far a:n
of the sswuiuion, and auaciatial Ikbifity
fa acu of in member. lbe usociWm
shook be idnuifitd m W liteatat kvoN•
ing ib ectivitim, ad shout hive iu own
Ir15n1anCC Whet IKfF-0aary. if Il Cannel
' .~ M• Qe^al ~nea•
..x•~•':. Yom:.^~'...~~. W~ .M~
shouts add glpOplitle cwwge m m
policies std charge dr uwciYioo.
q however, the onmowpanwd prop u
idamal with m written pwaoiog deco-
comb, b VK+dc appeeraoa dinmvidurir
swing coder the avvril vlkecrioo d rbe
capane focal ageet. then ateatlp[ poro-
IW Wbillq fa the dral yeoc lkefiral
aFina6mNassea W ienammcovbage
ad W omerap w~a neavry. ~g
Ire cob b the PaP k dleae aimabnna.Ihe
ptly b mmlly maaWbd m diRaem
Gam soy ottrapapam aaproj[msm q
IEO agar. wW asry Oriel group member
vend Y meherasrpbyaa a iodepmdem
aebarra tithe goal agent .
gcamc 6t W cash the flyd agent b
Belie /err rwaav hwWwa d em Mel
under ib coonol. In rtapaenibgida hchtde
accaumiy to the fuoN, sepbring m
atemri funding soutoa, and mahgakeiag
adesprc boob W ecatdr.
hwanr maivd q the fiaW silt for
in servicd wia squally De cauidebd
rtbmd mcame (sit mbjeet m bx if the
activities d the PbW am chariWle far
edltcciaW) if the foe chugd u not rllale
tllarrtbtlbaraeman d the foul agmtl
aaa
gl
(
rl
MNgaedsalw
Planned Giving-An Introduction
B7 Aldrn B. 7LeM
Por alms lO Yem.P~' dVvab hu beeU trtctdli(e for maNtmlkyn
and ~vmvtier. Iad[eQ hint PtaPk M1ave Waiett u m be th exclmive pavioa
dmlkfea and miverddb, petmp. bernate d • miepwcepdm chain in canpkR-
~r.
PmibrnlY•. rveaaamamr tew. 9Urylnred by de ecaU®cs (me pmAcdr-
ipl~ brut dual m %' P~md 9t'me eltewMe. The Uath: pWard yvioa. Gam
nmpk tfQam pmPlm. b (pBdCtk apCMaH. bn paYCl( InCIt C(YfCUVG m
shoat every nand dx nonprofit cmmuoiry.
PWod p.9 operadmt ecmmllY hue dem ebvroer9aua: (1) lYa:y xrY
.--. - ~ ::6:::. - w~ dru cub iww: U1 fnry
mquue cue(W daeor Amafic'sUa0. rbsN. NalYahm, aJbvRUa4lam-lo-(.a
saliciarim fsaktmvnpryl. td ohm msaeMVn--thee cmfa x Ruvn.,b:l
daaa~ dkat intl. Ner-rd ewm0. a mkdwu.Mtle; (Y) 7Try rNtaa ham tle
damn ~ me ewigmlU m ndY IovilY m de mpatr d fwtcid pmfeazimda
prtkvudY chuiubk 9vbN w amray>, do.uo.orommm, mo officm, rod,
(wyandy, canmirdwmd pdevimdr aeh b uack blotter. ml ma bmtm
--=rr•1..~.. ~~.~ v~^~onmm. m nnrvw PmmR: (<) ihey to
Satrwy oa °..mp.i~^tt+mea-m mte-vm~la e~ ba mmrt rdb.<e ey
inmate tobamhoe dUtma a Bvdbd Ovtad dmoe (vermthbr, plemed ph
dmdd hprn d Nery corn aampryU): (5) ll..ry ohm s nx-tav.Pmfed
devicm Pm;b.a ma urdatea by m. trmml Beveow ad>-aN;m.urn o
spho-moa hurt, ph.mldlib, and md;vidd ietersa
Nwmd Oft pmpbu ae tot mmdY defemd pR PmPao fdmmd, do
fened OYmf u. intro Pat dplem[d Ova W. flmed Pb ~'lude m.^Y tam.
damdek O(a.
lhaob b me proem dplatmd till pabao, whMtt b mrt sUM
pmfnm n mBy oa the gaorim lbc tul9umfa^ u bow m LeS9a. ¢ wlul kv4
.ro whin bd how m cxpaod.llam u m Irk d udatmtdm m my diner
wixn
the taott ~t chtraconieGC dNmY mrm.ful purred giftc RaPrm u
pefimm. All p®rd Oua otfimr thadd hve.la di4.d man iain m u fnan
den wpwuma and bamtl ntavbaa, BY aPP1Ymt ~ am de ahtt piocipb
daaibad hbw, pWnd Ovba mtY weB baame yon mm pwducdve and amt
uti.%mt m.wvo<ecvelgmea mbep.
Rating Your Planned Gi, ft Prograrr~-
25 Steps to Success
L team what planted [iviuR b and kU'L
II u • fain dNkimdoU tlut demm6 freao_h¢..I®e, afuiRe umr-
um wM fmmcid pbtebbmlw amms+m ohmmp calb9mdmt Oam
dabn' opal (rmmuhd rrmtl mbttdm uam ~ flow, mgtua tam
tahokd fubwladae, d mW far • litb deOmdprbea, k Im't a tes d
soliciutm and eefim mrwry, Imdr iladl m hW.he>.td efkm aalarlm
w umtuubry wim pwpecn.
2. F,ducalt Youraelt aM Ysr bored to the remarkahk appar-
tunitW in pknntd glring
Fat About BUR d tliY Amwi®r die iobrbn (wtha. wWl• Pict k W
Ir.[ mat yetn 8 d tle 13 Wtea pin meta b Ib U8. was Wnbed pin.
Fri: att ao96 d me n:reoue d um9mfen wimaw the yeas ~T
ad uim a dev<kpoml PaPWa mina Amdt Wind Wn Pet
Pewtt dwn 1096 d iaAv W W. c~tNe at mdq Iqe PIb hue ever baU
eked.
3. ReWiu IItW Ihrou~ phmned Qirln~ ten m not adl
build the Ileanclal-rutr~{tA d lour nonprofit Aul--at Ibe
some time--render Yaluabk serrhro b lone dtwora
Yao 0aoar mry hue mar a® h' mnilf • pitmen pR-armeY mrP Et
.bk b Pets ItaPmY' m home hWY Otim10Oe wilhaet imVnhr earl!
uxa. a daY sew h tbY m dlvwtdY 3m bvtumun.ritlbr bwmrbf
a.pW ry'b bu., lh Gv tab m
i. Umlenhwd what tntieetn pewpk [o matt planmcd QTRS.
Atow dine dvw, egtm plb K db mot dr dome hawf debt by
dmmt m help • waMY arc caawe+sb, Yam mpoml cre aturms
awM h cots ad earpeBq. Ahtmdt m 6eeedn Dote d eri b
dinar m flue (nb n pre o tyertanrrl.IhY' n eddas me movy
form b pdd ffvna.
S. ~tlop a wertiat keowltdse d the bole fors d phbped
7b.Y br twe+. d.hw t~dahwt~ly bbr r dt.a W~
im4 finds. ~ ab:dm lVe baamea. tlfe krr oboe, rwt tris
tdb 3d taewtdp wW tthde tlowhe tow b iwtch PorPSn wth Or
7PSRW dd M. hb1 m pbpmt' mrdr, rR MsW aaadllio-
temBY ticrosmr, me atutabb nplbieo<t wBt Wo ncbea roan
modrtles 9sulutlooY tbd4
x
h- complete ~ prafeedooalil cvwducad pknnM dvto! senduar.
Select am r lent tw dtYt b Wt1b net tpomaed q' a wWanbtirhd
firm
7. Coudnat u l0bodutar7 Stmloar (er~ board and due
ao`oltq ImVactlon b rqulary achWnkd bond np.
,. n.mtr ma Your morn eaYe r mtmnt.bvel mEp.tmiUe d
pmad t;•ha b ~Y m as epeb t m metPenood O+tx. me m)
9dnm1Y ninon wh.m b • podr6m b ePPh' it lTn mYdatay rwdm-
.bat ibae haw m kepb-think bs hb mM1-TmdmCY dtle hold
ioeeowoy Smarr tlw.vriaa d• tmwledfabla pl.med Ovba iotoacmr.
rod rrbfaoc httilat pammlm vdm hdm6t
8. EffibRtb the correct orpulaatlonY etrnetnre.
Yw myraBtttotld h mpoiYedbbaode Uua fuecdom: MMmtiN•Gib
AodydA ~ ON AdmitirUaim Malmdk bvalret mnr8b} "hinLL
mRpi" mbvY'ry• and edvadrYa.l7dt AaYYi irWva Ndlmma pa
Pored p(m beemns Jmry NB rosdmw be iarWideo.l teed. Gds
Adoeefmadb wvaleee VR marWb(. taoadbf, teoefpeef. rdouninetme,
iorutba, and aemdei f
9. Draw uP fJR aaepWCe QuideRoee far board ditcuaeba and
ftpprorLL
SYm tadelbq ®n teCBlmk beaten b Y tern do falbwhl/qundw: 1
y who wW pry UUrne lard 1
b. whYriB lbYNmd <us rfpeu6'r two odeumoe erpmot7
c. 1YN err d uns aa'B haQaedm hse h.Ume msr47
d hfitdoaehaw mdrablrW mmdi
e. who mmdmMamaNnd YnbR
(. }bwuONOr~rabdptaMprb/mpbha hm~td7
F W rttn do0n/rtlb lmwYR~tlvnlCb pl~lt Pfl mraamm
b 4bambsM peputl bbeuhMTNNUhs dreshbtwT
L ~tMak hlh ddbr MbtYtnnblfa dbmt dBfe iaOOSe
j, wtr Hoe dtbafnlab cbedbmprbtbW Wra
t. whrraQ ioarhw~pWryfbpltul4 polio isamlbdaawtT
- (COnMmndon piuffi)
Uses of Life Insurance in Planned Giving
B~De6raArhton
INTRUDUCTIDN
Mirivn of purple awn lik itmve^n elmm
ddolbn of hk ®mmpe pdirb ae rlaz r
many ram. tlr wylal pmpve nwEtL ma
Iemm wr pmddd b m tap rSllaEte
Fvr eampie, a~vaEVimel mY have pormeld
iruurme m cover the mnof h4 drtela'a
~ dumtlen v a wee b ak P~f,
m me Oammoa rem mlkSe ow Yera W Oe a
EueEma atl adk mq EM Orarea rooea b
pmvde rapport for mform06m aro R row
manta wEr mWm amdro.e.'Ths orolee
Oelictee Ca CC Slum b vein bdrllm
IJk norm b err amb {hn ttd tt•
Delve--u my yoo amY and a bmY p1~eE
drier plclrar b aevpla SUdNa larrom 6
raw. Ek bwma b our dmrr arrr me ear
ao aMdr wtEOw (a wlm wiodap re4 Es
yn¢ Simptr E7 mioS ysaSristla EseEeF
ary eoa owoa, me amm maEe a wrvdor
SlE wlmdadbaEbS emu ern a! wbbr
Is of tooome.
nnrc av mar rrpads room pomv
nle paymse Old SOO! pwkra rNdle a Evd
pen® for al0 arrla dardrdYMa
Oaaa albw a rea0aA01mt! P7wer bath
yore w~ laamaar m ewm a aar wwr
41er ad m bwere0 pnmts aSNtlq r a
Ira Oue wra me owna'atmbS pmns0
uEBEY b VaY b Pmmmlr power. Mohrgp
oriowraa aEOwa • EmMd rdEadpemlm
payaxm: fereampl0. elpegW pgwmr(a
(avaevmfur oe) tlla whlm ar pd4r r•
myna r tae wimw knhrptsao proves, .
M re0ovrrs porky d W IEwv Ira mm vmm b
tlw EmellGary antra ceerb oaaEwdras v .
a th Euoedl dam, wElmererams Era IJb
owrm amDdn re mnnrrbarerplq
mw tlom of pdklee wim racer ear ad
aemve pYmev pd m P4~.
Ee{atdlea d me tape d polka v Pfomt
prM1 mow tlk berm poDdsea a anob
wee m you rtamuw tEu rlkle wm aiar.
Iife ioauaoa uoeu db rEvvioS arbtopis
• EoY b/elmMrrla aEem vEhrtmm
• a weed alor rk dorm geva;
• ,W m0lQrmaa b me aoeon
Niddarlaeab EOa yao egrnierlm
07 ae domr.
• bag
• par rs dam pavldel rY q-
ame apEYSewda
• rWedw pdamd
• mil rnm ad dwatl paaeSlaYb
pA1 dtl/e ISrnrmr.
• a1rlrlMSmlSr/dtswdllkb
K rlawbyer plda/SlvrlSpooa
HOW TO Get INFORMATION
nROCT LIFE LNSImnNCe
PRODUCES
Farb mooat I isdre m im mn twee mail
anirianu fm 6h ~. Th tompmy
nomw my rmmoble immutce want bve b
vea em lih owwraas Fgoally lteo9 ov ealtirinS
my r~tea 4 me compny m wvN I mate
moetdY P~ube mmiaaaa Ooeway b Inm
abom lik imumre b v>ma hrY teplY area
fmm tlwae kvW of Efe Euuunne maitieSt I
8earrre ywu wm salve moo eeout fife Ewr-
m mat yw ra c.cr "-
Maaway bI~on aEwa Iih ionuaooe 4 m
bat 4Or VeWw pra aafia dYOV Iocal
Pbv Eoet d a Ek inonm apt ro your aura
It b vmam on en w IneepmOmt amt rmcr
mm s ~ compmr. hecm me aSes wi0
Ooce yw idmtlb waSn hnWr wim
mrirEr,dtr dEkimurm, rt d c~l-
ICn E{Ylea aYN aaea rotatla (swab rm~
dram. na.iwrmr brawetlce m 7a male
a • roorttawirmda D ~ tfonear•
bw.1a r*~ma Iewe nmamv m me
Ian Urlarraram OVrrar6 tOO MAifY
lac b mwrw w9 s me Bps d ttoeDtY
m4ktd adm. TeD Olw ra teatla ar Epos
R apptoisd mama m[y R mOplr m pVC
ya a vac d pmlr qea ibr almme pelm-
dY Perpwu
Atle to esnpb d apy 10. ss, w, nd ss.
1've and r ¢ /Ohecom Ya will fmd few
popb yarermal0 war wltltls meat m
eenvlm a Derv ER lowaoa pdbr wsmr d
yet atrda. Pova, fan dmp1Y dm'e wav m
dkio Sat the lNe fts coca /oiq peapk. I've
s ortme sSe r SS 6eeame me EteAiroeA de
dgmr mb aR valdapurtmrhtS • tea polity tb
yw4bw. Eaiaea.a S~yearobdm mq
medy on • policy you erl eotlm r a arldpu
dR Mae IDelr. ld dm wlE Me era awm
na:h r Dock ml core, aadapmpeny wlrich
aRa oppvmmltla ford k4af domarneti>ao
Stn podtllbaa
Non, rbcl a pd rbEadvee vYrea ib
wider pl®lom pgmb wlE a pmviaaE at me
aEme aSr (tor d em.k)-.u+.aoD. sw,aEa
S10D.DOD, frSE.EEO, iR1E.00E. tsl f1AEE,E00.
PIEW/~ aw Hywm orator Epva bas
qM aSw ant raa vns iv a IWmE plmlm
poEeY. dtaewpla, Mob wSEe e9rl pmts
pysm aEa wEkr maaerofa mY oomW
r b bh apsYher Inaw b pve you s
lolErmola P tagira Ffs ed rb you brv~
Srwr rpwk vrM peNaer aEav IEr rata d
owEYmhtS a osM tlk Iwm polkrT b emo6
ya rlmuW mate ~ nmbmble rlemp b reaya
pbglea b mr rev. Hya Ma a apartAe.
to b fmS 7a aE dme Epoo Ya waRaplr
yar regra:w oomj rvaal aSee4 vEe0 ammw
n ~tiolw AEOIrr LRre
INSLTtANCE AGENTS
Avdtrly uvAa m wtc®wrm aaaa0 ya
pm yemmma' nme b a tik hwoma aSea
trk immaoce aSem love m um m fmtlnioa
They ao w r do lama da poa EvNiEOOd
pzees!ne_w) irthY rs P urea ltmdf m ~¢
lio o(domv. Emdm't ps tle vm of Ter
acorn m nr Ith Isom ape Ya rrml
wu m®b an Mm d am'a (ayar
aprtrrim•q hra ld<rar r Bert lBe mw-
m rvr able wovh mlr wOm mq mdc
We Eem Hd rk curb lot Pwbr EmeEwq
yet apvaaoq err .m a m wlvm U d
eemr r omee talr t aamta.elm r
~pwdwe. Eeytrtttr; atYnwbe b
amis2
Mow BR irrwenm aStsravn a vat rrrew
vkw d Tor nee r s arxu d pldeA dviq
"R7r waY Ta wild s)lwntl a!r ms Is
dlu dr®w[m>m m asvfeD a twlE•
mpilr der edare<ai~ tIr ICYf1w SE1
drkraawwr' Rmre /a Irsahelar r•
mrustY o• ? roe o W op wlv a~swve tlb
for®ePM Y~fhaRYlmoC~wrQlas
o®bmw )a onreryar b pkt[ sIW
m®on r ao4m krMmawmot 71m;
da'[ otlmde/ mo rstswpaa wq rtrdl
mLV a fQ rattl(a omlSt/ dQ d cam R wla(
(wOlm 7sayvulmca re mw). ay
®d1rm~ b a Ilk dm pla
Nhn yW EM • OeeeRV wllh natrrls
Imew b pmanlr s pmmsala o:w pllkY,
aa4 rodwSr mm. Ertl Sys wlm lea
T,IYI ConsFquENCes
TO THE DONOR
IJte rawaa b aetleevE erabor Intnwe
popep-pnpaq' me ale d wMm purrs
wdimr Etna m me dma tlr man
(npQadmmy wElm aceedv Uo con EmB.
A amwln buvo'eeN1 Eaerkn Em 4nv-
mea n „lef ~ ea Calm a IILOme Ip
trsdada
IWOIY
dma6
we
$imDiY dun®ng Ne bvefimary on de policy is
rot adficiea m xme+ee a iomme m roductiwe
for be donor. whyr emee ~ domrcm dyge
m mbd To heaeYbdb edesYefs, m droor
mmlman yosagbtraxs bob bmeBdary rm
owrcrof tle pn&y, i wdl r Oae aD N "hYi-
Oem of owmsltlp"-she si(m modslcd wit
me policy. They axtaa the nMx b u;mR be
haraNdsy, bOnaw spine be poaay, n hive
Midmr ~pmad a0gas to pl®ima
V bs~osreaetbe b pey Pima he b
ebWedbdais sbtame m dedocdm tar eeb
Pyso s mtle Tr dam cspy she pomhs
dinxtly m be arrOx campmY a mate • gih b
)VOt Yllhl;lelaa {Qlld m IhC pllAil® rmPO p
~ Yn w0 py db Plvmium. (Nob: b dr ben
' cne. you mur be uMer ro IeaJ OMigabn; m pey
be p~ium) Sae'Tw Wrp m Nmdle tle
{Pbmimva" Wow.
Y
1
I
` CONSIDERATIONS FOR BOTH
YOUR ORGANIZATION
AND THE DONOR
.. IJr rvoselx;elWSnybdawrd.Ahmr
RvuyhWy wdsledsvAiRla Dmisur
1i~~YTIP W WlaPadwpdd4msMRwppatt
!q naoil7.TbAb.Rla LStOdq 1s
aieuog Paacyiby pueMeel~ aror ppecy tar
your bvrAt. Bee, uee eymlgtls. bee w
dcddm b ro men wab bend m W! inmae
. ~ old
w~tt~isLT ~~P~yb
. ~ ~ ~~ nPyka
• xow abcal0ywhurW psml~prymand
Should Yoor OYOmiatiom Keep ihr
Policy io Force Q Cadh It Im2
WAehaorrot doe PaBq b pYd up (m mne
psaaiiws send m ro pr1~ yw hen astobe adwt
whrstam
1) hds b de potlry, ps ds ush m asst and d
dose wMS Ik a
2) Kap de policy b brae bd pslmtly qe tn.
de hg ps;yom, PabRY tsDtlleYn d
every0ro els emlarl7ssDlayadbee bw
morod an
N wib mrsy absdaettlm b Bbdtie6oe,
yw mop bhak abaci be doer's saotlyrlep th
eaaepr la's ray >a;;aaelse a MRdllk bwr•
rxa wh6 • iS(mab mlmtlv a>b a f13dD6
rze value V be daenmyW06d m i0 spDeaf
eenlq Bet br • vn OstlWq plOpq hb
ap)eathu viva b Mw yw n b.000 aeb btls~
kr of ro m Nrod iemeolsJy. Oe n abe hand.
inn wen m mnOdatls bleep q whets
he u llsW Bd b yen mBp;reset, he nq
erym yw b dep r pauq b tan b ewe
be d wen b syeetl s a>tltdmDdas. N
mean a pond Mao. ya. pwhatlr ten.
bale Bs N ebn m eashs wen moo.ei[d
mb MR Ltah. mbeb yw aosmsbbse 0e
deee/e 1111W b ne yDnPW Deeply (dllefeC!
ddewbpslq.oasss. Bnls o01n) rd b
lent dosfe BY. Doonntaagbiq.
Should Your Orgamiutiom Continue
To Pay the Premiums Oo An Existing
Policy?
wnn a0 rw a0 if yw b®vc . pOxcy for
ahirh pmmium paymeau mmin m be pd0. ao0
Be doror dap ms wam m Pr dem7 Vm nse
fourd;oian:
1. Du mWq
2 Cmaem h m t pM.vp ptlky Mlrav sous
3. Cads is m
4. Pry be plmvsa .
t. DO IIOe~llra•
If Yw do a0bv;r• be am®elyd aafivWe
witi ro eats away n bsp n polkry m torte tar
artaiu mmberot Yeah (dimmm mr each pdky).
71em be polity vNl h ro eaak
2, CanrraUroapaN.uppedby oJlrmr
alb11W.
Vx be nehvalue m Buy a Nmy pall-Op poxcy
of a loa amain. Uleortmurly, n wW k main
mud; Im
y. CaaA it k
lba It•es Yn im00diab sad n spend v
Isms. Bat. n creBd akin puRk;datlar l»-
t. Pq ilrgyuerbwc
xbl:blspdbvay ol0.y~sa>,spkrln
mlxblOmtlOQpyb{bep~ir ao4eyaY
erW laalwadYSb;~m bbe ben oavin
be bsed'e dod .
Mf advln bysbsalORmleh
s Qeslepyalsjjy Oa ars~ 'ti
sLoas mwlgwOrm whldl sb h'eea6 vdt
se wlbrn ~ lar `m. Q yw s1Yk
w ~~: wssao•p~lo
done poll~.rll~ r rent. lFaat y, Ollan
srbe. ax7a~0eeYnam;,e ASeeaesfke dllr '
Y de®dvYYY,.
Tao vldsye to Namdk the hemiam~
Paymeeb
V yaasvmadowavmbOrWgda Ua
iouum Ptks ds seblti P W ~e bale n b
paW and she dDm wen b noeua P1be bee,
ys hews vq deeYebb stalls itas, yw bow
•domr the hn samelse bMa'W u lepJer
mW retses4hYfatyanagstvfm 7eb
cPe• R tl tloraeponRiWheMM polo-
Bud maron ana0. wd OoW~ Metlm
dtlp tiAtm a ffiiv ccbmt®mt I>su.
lllpa retep wen b haum tlb pml®PY
alms
1.7bdmurppa tls pt~lm dbeely b ba
hxbeene aepsg.
2 Thedrwssbsa Mmb yesneaeherYr
NeY b Id pssles epnl td 7ss, Ip by PA
Ibe Pees ~By b be b®.aspq,
t. YYS fororP9's rAs presto sracxy r dr
1NYwrLY ww/gy.
~ a~atwleeiYim RTy brae uma.
Mdl, brdses,w ~~weL Bb yen?
Flrs;. by paying ue prtmmm direNy to Ne
inaerane campmy, de donor has maro a ®R "mr
de ue or' yosai~.lOm Thu; mdekxai0r
Ibrbe peynsa b aehFa b a 3p4 naYlbl;dm
alllV evs bsN hb gM aaeh mWa mr-
mlBy eubkhim m a dadxdoofar uP b SBei of
saj;be000m vstme. RrV WgmY, me psmiw
PYmma vasld hew b n my mlR rnerls m
hb mo4 furthe 309L adtlo{ b ro • p;061®,
ttevnlroks, dames mlroe he soya tltbedr
bbl sawn @igbtl/ lose OYaahle m
meamema waaN asbew4 he be cage
Send, when adomrpeye be peemi®
dirtaly m she imnoce mmpny. ae ima;bhh
OemeBt b Ion AWOUgh she dmaS prtml®
PYben ia, a evtry wry,jml a ddlheab n as
n auppsxs n u aroba6svY Vtt son mlaxsly a
>w. Ub gemue vent pom0ly xeronb she find
of emotlmd aaddacdne be donor gob fiom
araC;e{ dr gdt b ymm Then, yom wok ad
Cm01b n QaYYYG db dappr R able elmteyn m;a
m rot ben flm the;Ilud proms OI"da0or
malm giR'rd "aedry rlmwledps i4'bec+vle
you hr.'<nD tlba eoa+aNOO wiN Na:uror ss he
mahm bs ptemi0m p.ymena
Thhd yw bs eomol otehe tluudm xde
dome Im wi16 a pysorns n miens a pymeaa
(oreveo esop Pymbte), hb uMigem my m
bosses ~@ b 7w immeOYkdY. If Yw'm tike
ox, Yen MO mt htl aambnabk cftiN r donor
b rt xb is mtlcOb W pssiem Pymre.
Z 7AafuseraarelvrgjRryNrarpsiar-
dsr rywlr opaprraNraa vane afyor, b
ml4 M aM presfs Ne<d7 r W Aa;r-
Rs/YR m IlB tlY wb uts emadgw.4ut
a psvle.e b Ne m 1 asRm b sGe sbv, a mss
retlAylq Wlsgir+fm itrm daus. rose
wWSlspeslbBlelY /ar )sq and Mew yes
sPmoe asol osnks Bs Mbe psdky.
blr b• bEOC at0 a A~ (lQ n y0s OF.
p;tltsbo brbe PsRs amov(rssloe you
ae wOC s Obxptls b apPN be xte b be pE.
sits pa)mbx), n leWya am ofde b~Be hen
0 m ~~ b pssf aWCesdm sN
b+w swufMt a` Aamrmyly, a<aah MR
t>xbn b sloaar n a aekcaw upb B09t o/ltle
adiasd N bcam wfb a Bw-ymansy.uvn
pesbd bt ~ seas ssN2 muwen be 109p
cnma~.
Seamt trry stud b mb sh pay-
rY dheaBb' b yee, ma slemr s W eaYBa ®Per
mm oeateel rd v a oaf sr4sytd peopedy
s nO Mmlpana) b erde.
7LIS1. bcrs losppisdau puye Y pip
bhW yw ufsYlulOtY Oemtl atbe po1kT
Thr, ywmse bt P4beoe art mde s dmu
W hoe m b eeymd ;Ee aqs of k'e rode m
Mw wph-Mtppbndmn braeetlnlsekeg m!
imws NR b awn bR /s adm road b
om'ie bb lolmc bat db ~y ~ ~ ~
pmpn b buvdn e0•
tlmiy
LOANS
V boa b o nYne~e/ bwm a pdkT, ds
wreaba domr'e Imose m dbnmm eslB be
ladeaf smmWl.'l1:dCe0asgebb
bsylwf b slDen bbna i0f d hrpb aYa
n
LEWIS HOMES
1156 No,M Mauro4, Avaar / Pe. Boa 6]B / Uph,d, r+nb,w 917aS/ ]It 9&5-09]1
April 19, 1988
Honorable City Council,
city of Rancno Cucamonga
Honorable Board of Directors,
Rancha Cucamonga Community Foundation
P.O. Box 007
Rancho Cucamonga; CA Q17p1
Ladies and Gentlemen:
I have been concerned about the recent discussions about
conflicts of interest where a person nerves both the city or one
of its agencies, and also deals directly with the city on matters
of hueinesa. Ny attorney has researched the matter and feels
that we are in a gFay area in that it is not clearly illegal and
yet he cannot state definitely that it clearly is legal. His
advice to me, therefore, is that I should resign Eram the
Foundation, as expressed in tha accompanying memo.
Since I have extensive buelneas dealings with various city
As .~iw n... ..FI .w _
--~'-- - -~ "'"~ '"".:wo wa o uuwi,ea ui years, is seems
that I have nomchoice but to submit my resignation, which I
hereby do.
I have enjoyed working with Chairperson Barton, the other members
of the foundation board, and the city staff, and believe that the
foundation is engaged in useful Functions. I will have a
continuing interest in the foundation activities and will hope to
be able to continue to support them.
Sinoerely,
Ralph M. Lewis
RML:jc
Enclosure
2
CONFIDENTIAL MEMORANDUM
April 15, 1968
T0:
FROM: Joe Monist
RE: Conflict of Cnterest Provisions of the Government Code and the
Fair Politicai Practices Commission
(Legal Department Fiie )
Rantho Cucamonga City Attorney, James Markman, has recently discovered a
state Fair Political Practices Commission regulation which indicates that
public officials in any capacity are forbidden from appearing before that
public entity on personal business even if the public function is not
connected to the business.
You have expressed a concern that your service as a member of the board of
directors of the Rancho Cucamonga Community Foundation while at the same
time being a reel estate developer who is constantly conducting business
with the City of Rancho Cucamonga, may constitute a violation of the
conflict of interest provisions in the Government Code and the Fair
Political Practices Commission regulation cited by Mr. Markman. You have
asked me to render an opinion as to whether Such a violation may exist.
For the reasons stated hereto, I oust regretfully advise that your concern
is well founded in that your participation as a director of the Rancho
Cucamonga Conmunity Foundation may, indeed, constitute a violation of the
aforementioned conflict of interest provisions.
FACTS:
[ have reviewed your files with respect to the Rancho Cucamonga Community
Foundation and have identified the following salient facts:
1, Article IiI of the Articles of Incorporation of the Rancho Cucamonga
Community Foundation provides:
"The public and charitable purposes for which this corporation is
organized are to lessen the burdens of government and to promote
and support the cultural, recreational, and hunbn services needs
of the City of Rancho Cucamonga."
2. Article Xi of the Articles of Incorporation of the Rancho Cucanonga
Community Foundation provides in relevant part:
"Upon dissolution of this corporation, net assets other than
trust funds shall be distributed to one or npre nonprofit
CONFIDENTIAL MEMORANDUM
a P Lewis
Re: Conflict of interest Provisions of the the Government Code and Fair
Political Practices Commission
April 15, 1988 Page 2
corporations organized and operated for the benefit of the City
of Rancho Cucamonga, such corporation or corporations to be
seiected by the City Council...."
3. The Rancho Cucamonga Community Foundation was created by the City of
Rancho Cucamonga.
4. The ri ty of P,ancho Cucamonga provides staff for the Rancho Cucamonga
Community Foundation.
5. The principal office of the Rancho Cucamonga Community Foundation is
at 9320 Base Line Road, Rancho Cucamonaa. Calif^r.^.tz, which aisn
`apperu to Le the principai of ftce of the CT4y of Rancho Cucamonga.
6. The meetings of the board of directors of the Rancho Cucamonga
Cammuni ty Foundation are held at the Rancho Cucamonga City Hall.
7. According to the Bylaws of the Rancho Cucamonga Community Foundation,
Article V, Section 3, the board of directors are chosen by the Rancho
Cucamonga City Council.
8. The City of Rancho Cucamonga has apparently funded the needs of the
Rancho Cucamonga Community Foundation, most notably in the form of a
Loan in the amount of E6,000 for the training and development of the
foundation's board of dl rectors.
APPLICABLE OOVERMIENT CODE PROVISIONS ANB FAIR POL ITICAI PRArrrrFc
W~ri1 JJ IV11 M1CUULNI IVII~:
Government Code Section 87100 provides:
"No public official at any level of state or local government
shall make, participate in making, or in any way attempt to use
his official position to influence a govermmental decision in
which he knows or has reason to know he has a financial
interest."
Interpreting Section 87100, Regulations of the Fair Political Practices
Commission, Title 2, Division 6 of the California Administrative Code,
Section 16700.1 provides in relevant part:
"(a) Nith regard to a govermnental deci;jon which is withfn or
before art offfclai's agency or an agency appointed by or subject
to the budgetary control of his ar her agency, the official is
attempting to use his or her official position if, for the
purposes of influencing the decision, the official contacts, or
appears before, or othenrl5e attempts to influence, any member,
officer, employee or consultant of the agency."
CONFIDENTIAL MEMORANDUM
ap ews
Re: Conflict of Interest Provisions of the the Government Code and Fair
Political Practices Commission
April 15, 1988 Page 3
According to Government Code Sectton 82048, the term "public official"
means every member, officer, employee or consultant of a state or local
government agency.
Government Code Section 82041 defines local government agency to be "...a
county, city or district of any kind including school district or any other
local cr reyionai political subdivision, or any department, division,
bureau, office, beard, commission or other agency of the foregoing."
A nonprofit corporation tike the Rancho Cucamonga Community Foundation can
be a local gover^ment ayaocy. 76e fo it owing criteria have been developed
by the Fair Political Practices Commission (3 FPPC 62, Ju 1y 6, 1977) for
determining whether a nonprofit corporation Ts a focal government agency;
Whether the impetus for the formation of the corporation
originated with the government agency.
A review of your files indicates that 1t cannot be disputed that
the impetus for the formation of the Rancho Cucamonga Community
Foundation did, 1n fact, originate with the City of Rancho
Cucamonga.
Whether it is substantially funded by, or its primary source of
funds is, a govermrent agency.
Although 1t is anticipated that a good deaf of the Rancho
Cucamonga CanmrM ty Foundation's funds will be deriveA from
~iwriiauie sources, tt 15 also clear that the City of Rancho
Cucamonga has provided a substantial amount of funding to the
Foundation. For example, 86,000 was advanced to train and
educate the board of directors. Additionally, staff is provided
to the Foundation by the City of Rancho Cucamonga.
Whether one of the principal purposes for whicA ft is formed 15
to provide servtcas or undertake obligations which public
agencies are legally authorized to perform, and which, in fact,
they traditionally have performed.
Cities have historically been authorized to provide, and Aave, in
fact, provided, for the cultural, recreational, and human service
needs of their clt hens. The purposes stated in Article Ili of
the Articles of Incorporation of the Rancho Cucamonga Community
Foundation clearly coincide with those which have been
traditionally performed by cities.
4. Whether the corporation is treated as a public entity by other
statutory provisions.
This element is somewhat ambiguous, but nevertheless an argument
can certainly be made that 1n some ways the corporation is
CONFIDENTIAL MEMORANDUM
ap ews
Re: Conflict of Interest Provisions of the the Government Code and fair
Political Practices Commission
April 15, 1998 Page q
treated as a public entity by other statutory provisions. For
example, it is tax exempt.
DISCUSSION;
The fact that the Rancho Cucamonga Community Foundation appears to meet at
least three out of four (and possibly four out of four} criteria for
determining whether It 1s a local government agency creates a substantial
amount of concern to me that it would be detern!tned to be a local
government agency. As a board member of a logal agency, you will 6e
considered to be a public official. Consequently, as a public official who
is constantly, alt"ar directly or indirectly, meeting with commissioners,
councilpersons, and the staff of the Ciiy of Rancho Cucamonga in the course
of your development business, it is distinctly possibly that you coviu be
found to ire acting In violation of the conflict of interest provisions
cited above.
CONCLUSION:
Given the aforementioned facts and law, you should give serious
consideration to resigning from the board of directors of Rancho Cucamonga
Community Foundation. Although I cannot opine that you are patently
violating the aforementioned conflict of interest provisions, [ can say
with some certainty that you are operating somewhere Tn the gray area of
the law. Consequently, it 1s my recommendation that you abide 6y your long
held philosophy to avoid any situation where there may be any indicia of
impropriety.
Copies of the Govermaent Code secnvns anu 'air .°nl+firai Practices
Commission regulations cited herein are attached hereto for your reference,
Please advise me if you would like any further information regarding this
matter.
JMM:drh/900MI
Attachments
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ltpul•t lon• o! eM M1l[ !site le•1 I[wtlce• Ceee U•ton
sill. 1, Otrlelon f et cM G11[otn l• Mean i•t[atty Cod•1
' 1!/00.1. UUM e!l iCl•1 I tl t I 11 •ne• 1!11001
Iq MItO [peed Ce • 9owtnwn Ul lea Llon .oleo h
+tenln et MPoe• N otf lnial'• panty ee •n •QMy •Opolnt•C YY
et W\fNt tO t\I bYpecaty CMttel Ot Alt 0[ nR p•ncy. tM
e!lfe bl 1• ett•gefn! !O YN ett O[ Mt e!llaiei pealtion t0
lnlLYNCt tM NC/elN !!. hs tM pYtpON et lstiYNelnt tM
e••lt len• let •ltielal NetHet•. oe •tY'O:a eels!:: et otMnlu
atte•gt• to SnlINN•. eeY Y•Y•[r eLL1ue, •p1eY•+ o[
eNt111eNt •! !N Netay. \tt•pU to lntlYtNe let1N•r Out
aft Mt 11Y1eN N. •p~•et•NN e[ eN•N4 p M+ •tllelal en
MMlt •! • NHllttN Nelq, elt•ee. el eY•tewt.
pl IMblt-ItWln! tt\ttecion ql •w sltlefal it not
•cteptltN N •N eie et Mt •!lleU1 p•itlN to !n[1NN•
tNe[teget•1 iN11lN e! en tyeney CNetN ey tu0eNefon (•! 1[
ut sell!!.!.
lil \q•nt In tot Itw Nnntr •..ny otO•t
•et\•t et tM !•M[el pY\i!a Mter• M W N•nay In
!\t C•etN N 1tt /[tent l\N 7N•inMe!\1 tYnttlen
Nltly N npu•Nt \Wel! e[ \•rNl[ en • Beta[
Y\lO\ It t•1etN tO \11 N Mt Nr•eNl lnNHett. M
ottlefel'• •lwnoMl Inta•et•• lneluh, Mt •n not
1ln1tN ttl
UI M M!•n1t 1n tul pnp•fty rnlen !t
+\elly orltell ey eM e[tieinl et e•ee•n et net et
Mt 1wNUt. wur. '
!SFt 1/ISl 1 1!700.1
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etlle Ll at Naeva at nit e[ M[ iaw•d itb
lu11y.
ICI • DYUnna entity oor rnlcn CN
tittle lal nt[ebu to 1• dlt•e clon and eont[ol, or
evt rDlen the tilt lc ial tnd hit o[ he[ tpeuu
~efneiy t:•relta teit dle•c lien erM cant[ol.
13) Ceuaunluttt ri to cot gNa[tl puelle tie ne
pent.
III INgetlKU Dlt o[ N[ eoaptNatien e[ M•
tarty tnd eondl eloN o! Dlt er Mr •tpleyaant or
contract.
N) Yupt[N durlnlt e[ au0~iNlont o! to
uaallNtural, anllaNrinl e[ IS~llti nasun to M uNd
y • a11Nt /e oaen•eelen rlta • piNaNln1 oaten any
W alaeaf. bw•ai, tan pn•nlN applba oa3Y 1[
taa ttllelal Mt M atHt OLi1tt alai qt rt/ttat
aswetet dta tea Ntaey rlea tgti0 to tat e3lant'a
ptNaa01M Nten na ytney tut-t [tit Nenu[Y
eeeewe r1N gaNy tut! aoNainliq tN .peeontinq ar
•iaaW ilA ii Wi at iYll.tY Yt Wt~NrlYUr YtrWlru ur
tM ettleltl.
I71 appaatt Nten • eu lan e[ a[ehl tae turd
[NlN aa~ltbt er •Iallac early of vnloh ha or aN It
e Na01i to ptttant dtarlMt ec tubalaalona of to
troalttetu[tl. tM lnnslM tie HaI L[ stun rnlen the
ICet 1/171 = 10700.1
e![Lc iel Me pnpend for a clime I! [ne [ollorinq
tn[tt e[lutu art at.
Itl tnt roles cottltuvh Celt tune! ion 1•
Co ttvivr vregievennl oe en9ingrlnq Pltnt or
dtaltwe end to wttt rae~vMtciene in enec
intevtet eetetrnlM Neu p1tM e[ duigne ee
pltnwlM etrlu/et t[ etset Mvnerl
pl Tbt t[dLttet et otM[ p[edelon e[ ler
tqulit/ tntt tM uvlvr ee~ieut lneludt
etealttataa tM1MVU Oi wrtmt Ln [thud
~ttputer, td tN t![leltl ru tpptinttd to eb
My b teltlll V!/ ittvlttrnti aM
ICI TYt tftlaltl tt • colt p[aetltiomr.
le) •lt\ tgtN q • OtvtttrrvaNl dial/ltt gleh la
vltOla as NtNt M Mtnq Mt atvttM b teNMelaa Itl. tat
t!!laltl la tt/egt1M tv att tit to tti t!!lelel Ntlelen tt
lallwaat aN ivalrltw l[, te[ rAt Oatpott e! !n[SetnelM env
dtaLNta, tM ttli01a1 .est et prpttst to tae w Mntl[ oe, oe
.. tqw rNettNNtltt t!, tlt tt Nt Mtnor to tar ataNS,
et/isas. e~Urtt tt ttattittat t! to Ntner. /uea veeltnt
tm1aN. Nt t[t ttt 1fa1tM w eat nw O[ eLl la itl /etelonery,
(Ott. CtN Ivatlaa !11001
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§ 82047.5 POLIi1CAL REFORM
Tide 9
Illatorlcol Nase
Addition of This action by Inilialire Mea~
sure, RnPOSition In. was rejected by the vo1<rs
at the General Election held Nov. 6, 1984.
Crou Rekrtncn
General purpou rommitttta defined, xe § 82027.5.
§ 82048. PubBc offtcla
"Public official" means every member, officer, employee or consultant of a
slate or local government agency, but does not include judges and court
commissioners in the judicial branch of government. "Public official" also
does not include members of the Board of Governors and designated employ
ees of the Slate Bar of Ca{ifornia, member, of the Judicie! Cnur:ci!, aad
members of the Commission on Judicial Performance, provided that they arc
subject to the provisions of Article 2.5 (commencing with Section 6035) of
Chapter 4 of Division 3 of the Business and Professions Code as provided in
Section 6038 of that article.
(Added by Initiative Measure approved by the electors June 4, 1974, eft. tan. 7, 1975.
Amended by Stals.1984, c. 727, § 5, operative July 1, 1985.)
Hltlorlnl Note
The 1984 amendmem added "but d«s not Operative dale of 1984 amendm<m. xe His
indud<judges and court commissioners in the lorical Nose under § 82011.
judicial brooch o! government' In the tiro um Derlvatlon: Former 4 3605, added by Slats.
fence; and added the sttond untence. 1969, c. 1512, p. 709), § 1.
Crou Refertnco
Agency of/icial, xe § gI004.
lmal govcrnmrnt gency, xe § 82011.
Llbrvy Relerencn
Officers and Public Employees a.l.
C.I.S. Officers and Public Employees 44 2 to
5, 710 12. I5,
Notre of
County wrveyorenglnnr !
l.oeal government gendo 1
ProJ<cl area eotssmlllen 2
1. l.oc.l government agmeln
Member o(the baud o(dir«ton of a water
deveopmrnt corporation are public officials
becaux the water development corpontlon b
a "I«al government agency." (JuIY b, 1977) l
FPPC 62,
E~ Projec! ern ^_omm(tlen
Becauu members o(a protttl arcs commi4
tee can neither Ininam nor vela governmental
Uecblona
salon, but rather only make nonbinding stud
ies and recommendations. Ihey have no deci~
siommaking amhority and are therefor nos
"public officials." (OCI. S. 1976) 2 FPPC 116.
). County surveyor<ngtsteer
In performing enginttring and survey work
for the eoumy on a contrut basis, Ih< many
svrveyorenginttr is nos ailing In she capacity
o(• "member, officer, employee or consultant
o(• stale or I«ol Rnvernm<nl a¢encv:' and
:hcrdor Is rot a "pubt1: offciai" su`vjctl W Ure
conNd of Interest provision. (Aug. I8, 1977)
I FPPC 69.
UEF
Ch. 2
§ 8:
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§ 82039.5 POLITICAL REFORM
Tllle 9
Cron Ref<reran
Rginration of IobbyW employee, see k a619O.
§ 82040. Repealed 6y Slau.1985, c 1183, g S, eff. Sept. 29, 1985
The «peded section, added by initiative
measure approved by the elMOe June e, i97s,
defined "lobbyin's account".
§ 82041. Lout mvernmam .~~.,r.
"Local government agency" means a county. city or district of any kind
including school diatrieq or any other local or regional political subdivision,
or any department, division, bureau, office, board, commission or other
agency of the foregoing.
(Added by [nillative Musure approved by the electors June •, 1974, eff. Jan. 7, 1975.
Amended by Suh.198•, c. 727, $ A, operative July 1, 1985.)
IWtorltal Nole
The 19A• amendment wbstitut<d "q<ncy d Operative dale of 19k/ am<ndm<m, see His
Ih<fore{oin{" (or'apnry d these"; and deleb torical Not< under k 82011.
ed "but d«r no1 Includde any court or any
aa<nry In the judicial bench d {overnmenf
lrom the end of the reckon.
Cron gelerenrn
Dfvislon d local enforttmen4 adminbinlion d provision under this Iillr, sec y 41121.
In pttenl 1
ConRlel d Inlrrcn cod. 2
Non~profll rorporalima 3
Projec/ area avmmlaen
1, In pMrd
local {ov<rnmrnul apnda arc "peraonf
within the mean)n{ d {116111! (repraled; ace,
now, ! x6113). (Feb. 21, 1975) 1 FPPC 1.
s Conf9el d Inlwal coda
IJccauaa neither the downtown budneu w
rocirtbn nor the clamber d commerce Is
lord pvemmem a.ppncy, neither arpnlratlon
rued • tsm8kf d Inhrat srodu the
empkympard ieard mem6ua d lhne ory
nlatlon an ml contulanu and need rIM h
Ixluda! In the <n7's cnnDM d Imvea! code.
i5ept. 6, t97a} A FPFC IB.
!. No,aprofll earppallpa
The tdbwla{ erlterla Mw been developed
for delermidp{ wbathar • aoo-pea(It capers
lion Is • toed {overnmenl a{enry: (0 whether
the Impelur for formnion of the corporation
ori{inaad with a {overnmem a6encY: (2)
whether it b subnmtially funded by, or iu
primary source d furlde is, • pvnnmenl al{m-
ty: (Jl whHMr on d the principal purposes
for which it la formed Is to provide aervlui or
undertake oblipllon which publk apncln
an leplly aukrodmd to perform, and whlcll.
In het, they vadlkonlly have performed; .std
(/) wMltn the corporaion is treated as
public entity by aher twutary provldona
(July 6, 1977) J FPPo 62.
•. -rplaet u+. mtrarsitlaaa
A project am rnmmitttt b not • local
{overnment a{enry since it em ralther Initiate
nor veto {overnm<ntal salon, hue other only
make nonblrMln{ audio end rerommetds
Ilona: II don sloe hsv< dechbn-makln{ amhor-
Ily wllhln Ilm meanie{ d 2 GI. Adm. Code
! 16700. (On. 3, 1976) 2 FPPC 116.
628
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APPRAISAL REPORT ~
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b702 AMEI'fiY5T STREET O
AT WIL40NAVENUE c
RANCHO CUCAMONGA,CA z
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CITY OF RANCHO CUCAMONGA ~ ~
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RANCHO CUCAAfONGA, CALIFORNIA 81780 ;~
I
DATE OF VALUE
MARCH 1
1888 qoq~
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CONSULTIlH(i APPRAiB
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6888 RIVERSIDE DRSVE
CHINO, CALIFORNIA 81710
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J. WILLIAM MURPHY
•no wf fou~To
C ONEtILTING •~P AwIf CeS
seo n~.o ns ms onl~e
cN]NO, cwtiY011N[w YDtO
nul •afaen
April 7,1988
Pity of Ran..h^ r!t^ampng?
P.O. Box 807
Rancho Cucamonga, California 91730
Attention: Duane Baker
Regarding: Appraisal of house located at 5702 Amethyst Street
Dear Mr. Baker:
As requested, we have Lrompleted an appraisal of the home presently located
on Assessor Parcel Number 1082.071-08. The purpose of our report is to
provide an estimate of value for the subject preperty improvemenU only,
estimate of house moving coats and the cost to bring the resulting vacant
parcel into safe condition. The following estimated values apply as of
Alarch 1,1988:
Estimated value of existing improvements: $ 170,000.00
Estimated cost to move the house: $30,000.00 to $40,000.00
Estimated Lroat to restore lot to a safe condition: $ 15,000.00
Estimated rnst to restore house $ 80,000.00
The following report sets forth the purpose and scope of our appraisal,
assumptions and limiting Lronditions as well as the supportive data, which
formed the basis of our value conclusions.
Respectfully submitted,
J. WILLIAM MURPHY AND AS30CIATE3
CONS'TJLTING APPRAL9ER8
Michael S. Murphy
MSM/ncc
A Ot\'It10N OP J. wtLLtwN MNaPpY CONPwMY
• Cw4~Onn~~ COOnOeft.On
TABLE OF CONTENTS
Title Page ............................................................................................1
Letter of Tranemittal ............................................................................2
Table of Contente ..................................................................................3
Inp~oduction
Summary of Salient Data ............................................................5
Purpose and De&nitioae ...............................................................6
Assumptions and Limiting Conditions .........................................3
Certification .............................................................................10
('.wneral Arm Dexrfgtlo+!
Area Map ................................................................................. it
Area Data ................................................................................12
............................13
City Map ......................................................
City Data ..................................................................................14
property DeaQiptton
.........
M
t ............................15
ap ..................................
at
Subject P l6
Photogrephs ................................................. ............................
Subject Site Analysis
.........
i ...,... 23
.................... ~
ag ........................................
Veet 23
Locatioa ............................................... .......
.....................
23
Aaseseon Parcel Number ...................................................
23
Legal Deecriptioa ...................................
hi ............................
....................23
.
p ................................
Area of Ownera ...
.....
23
Street Aocees .........................:............. .............................
... 23
...
Utilitiea ................................................ .
......................
........ 23
..
Topography .......................................... ..
.................
23
Improvemeate ...................................... .............................
Improvement Schematic ................. .............................24
Improvement &hedula ................... .............................23
...
.
Zoning ................................................. ...
......................
................ ZB
Proeeat Use .......................................... .............
2B
Iiigheet and Seat Use ............................. .............................
J
Valuation
The Three Approaches to Yalue ..................................................29
Market Deta APProach ..............................................................30
Coat Approach ..........................................................................32
Correlation ............................................................................... 32
Relocationo[>unpwremtmb ................................................................ S3
02$&347 3
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TABLE OF CON1EN18 (CON7~WED)
Addenda
Market Data Map. Market Data ...................................................A
Subject Property Grant Deed ........................................................ B
Letter to Property Owaer ............................................................ C
House Moviag Bids .................................................... B
Per5a1 List o; Far:sns C:.L.a:,ta.'. ................................................. F
Appraisers Qualifications ........................................................... F
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028g-347 4
INTRODUCTION
SUMMARY OF SALIENT DATA
Vesting: City of Rancho Cucamonga
LoraH~: 5702 Amethyst Street at Wilson Avenue in the City
of Ranchc Cucamonga, San Bernardino County,
California
Assessor Parcel No.: 1062-071-08
Legal Description Please see Grant Deed in Addenda
Area of Ownership: .58 acres or 25,080 square feet
StreetAtt~eas Amethyst Street and Wilson Avenue
Utilities Electriaty to the subject property is provided by
Southern California Edison Company and gaa by
Southern California Gas Company. Telephone
service is provided by General Telephone
Company. Cucamonga County Water District
provides water and billing for sewer service which
is provided by Chino Basin Water District.
Topography: Somewhat level, draining northeast to southwest
Improvement: 3,300 square foot 2-story wood frame. wood sided
home with 4 bedrooms and 2-3/4 bathrooms, 2
fireplaces, built in 11916.
Zoning: VL • Very Low Residential with 2 density unite per
acre
PrescmtUse: Single Family Residential
Highest & Beat Use: Single Family Residential
Summery atFrtlmated Values u otMarch 1,1888:
Estimated value of e:dsting improvements: $ 170,000.00
Estimated cost to move the house: $30,000.00 to .40,000.00
N:stimated cost t restore lot to a safe rnndition: $ 15,000.00
Estimated cost to restore house $ 80,000.00
0288.347 5
INlTtODUCTlON
PURPOSE AND DEFIIVffIONS
Purpose
This appraisal report and analysis has been prepared at the request of the
City of Rancho Cucamonga, California for the purpose of submitting an
~
opinion oT
the market value of the subject property improvements,
estimated coat to move improvements, and estimated coat involved in
returning the vacant lot to a safe condition, as of March 1,1888.
Definitions
Market Vales is the major focus of mast real property appraisal
ssaignmenta. Both economic end legal definitions of market value have i.
i
'
been developed and relined. Continual refinement is essential to the ~
growth of the appraisal profesdon. The current economic definition of
market value can be stated u follows:
The most probable prig in cash, terms equivalent to cash, or in other
precisely reveelod terms for which the appraised property will Sall in
a competitive market under W conditions regms~ts to fair Bela, with
the buyer end seller each actin
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self-interest, end assuming that neither is under undue dureN. a -
>
Fundamental assumptions and conditions presumed in this %
definition are: ,
j ~
_ ~
1. Buyer and seller aye motivated by self-interest; ~
2. Buyer and seller aye well informed and are acting prudently; z
3. The property is exposed for a reasonable time on the open -
market;
4, Payment ie made in cash, iU equivalent, or in specified financing
terms;
5. Specified financing, if aqy, may be the Hmnang actuall ~n lace
~ x
~
or on terms generally available for the property type ~ i4 locale
' $
on the e@
ective appraise! date; ~0 a
6. The effect, if any, on the emouat of market value of atypical '
financing, services, or fees shall be clearly and precisely revealed ~"
in the appraisal report.
Rmerican Institute of Peal Estate Appraisers, The Appraisal of Real
Estate, 8th Edition (Chicago: American Institute of Real Estate Appraisers,
1983),
a
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OZ8g,947 a
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IIVTRODUCTYON
PURPOSE AND DEFII~IITONS
Deenition. (ContlmsaD
The most pro5tsble likely use to which a property can
be put. The opinion of such ute may be based en the h;oh.wt .,,...i .~p.s
preilaoio contiauea use to which the property is adapted and needed or
likely to be in demand in the reasonably near future.
F cimQle s A a• An absolute fee, the fee ownership interest, Fee without
~ limitations to any Derticular class of heirs or restrictions. but n,hi~r t., the
A umitations of eminent domain, escheat, police power and taxation.
0288.3{7
7
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INl'RODUCTION
ASSUMPTYONS AND LD/ITING CONDITIONS
All of the data in this report ie correct to the beet of our knowledge subject to
the following aesumptiane and limiting conditions:
Data, opinions and estimatee have been gathered from variow sources
and the information obtained is assumed to be correct,
Lump eum or percentage acljuetments of market data are employed only
for the purpose of aiding the appraiser to arrive at a preliminary
indication of value for the subject property.
Information provided by the nronerty uwnaro, ga.r:oa .,. aaio, o.,a :.~.cM
is assumed to be reliable but its accuracy is not guaranteed.
Ae with all adjustments, Lhe appraiser's experience must be given
primary reliance over a mathematical procedure since many factors in
the marketplace carmot be measured with mathematical precieeaese.
In the event court teatimonq ie required, there will be an additional
charge over and above the rate prescribed for the appraisal valwtion.
The appraiser assumes no liability for legal matters including those
affecting title to the property and its validity.
Udeee otherwise stated, the maps, plats and exhibits included herein are
for illustration only, as ea aid in visualizing matters discussed within the
reDOrt. Thev eheald nnt. h...,.,~ae...a .._ _..~_.._ -- --... .
..ye v. •ouvu uFeILL lYr 8n
other purpose nor should they be used apart from this report y
Title to the property ie assumed to be marketable and free of
eacumbrancee, including, but not limited to, delinquencies, liens,
mortgages, security agreements and finanang statements.
This appraisal report msy not be reproduced without the written
permission of the appraiser. No fractional part of this eppreieal is to be
used in cot;junctioa with another appraisal. Such use readers it invalid.
The appraiser reserves the right to make such adjustments to the
valuation herein reported as may be required by consideration of
additional data or more relative date that may become aveilablo.
Vieuel examination of the subject property has been made sad no toxic
materials, hazardow wastes or other hazards to human health have been
observed that may be detected by cereilil visual inspection by the appraiser.
No representation is made that the appraiser has sny special expertise in
the discovery of such hazards which by their naturo are not readily
apparent to the human senses, such e• radon as, Boil conditions not
apparent except by wit feeling, and other hezar~ow materials that may
inhabit a site that ie the subject of appraisal.
0&88.347
INTRODUCTION
A9l3UMP140N8 AND I.IlOIITIIVG CONDITiONB (CONTIIV[)ED)
Appraising is not an erect science. The opinion of market value made in
this report can be different from the opinion of ocher appnisen.
Information obtsined for uss is this appraisal has been confirmed when
possible and practical and is believed to be true sad coaect to the beet of
our knowledge. However, no responsibility is assumed for error or
omissions, nor information not aieciosed winch might otherwise affect
the valuation. Tho market value ezpreeeed in the report does not include
the oil, gee and mineral rights.
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,, 028,947 9
INTRODUCTION
- CERTIFICATION
I certify that, to the beat of my Imowledge and belief.
The statements of fact contained is this report are true and
correct.
The reported analyses, opinions, and conclwione are limited
-- only by the reported assumptions and limiting conditions. sad
are my personal unbiased professional analyses, opinions, end
- concluaioae.
I have no preeeat or prospective latereet in the property that is
- the subject of this report, and I have no personal interest or
bias with respect to ttte pertiee involved.
-- My compensation is not contingent oa en action or event
resulting from the anelyeoe, opiniow, or conclueioae in, or the
° use of, this report.
My analyses, opinions, end conclwions were developed, and
this report hse been prepared, in conformity wiw the
requirements of the Code of Professional Ethic end the
3tanderde of Profeeeionel Practice of the Americas Institute of
Real Estate Appraisers.
The use of this report is aubiect to the revuiremenb oP the
American Iastituts of Real Eetnte Appraisers relating to
review by its duly authorized reproeentativee.
., I have made a personal iwpecdon of the property that is the
subject of this report.
No one provided dgni6caat profeseioaal sssietance to the
person signing thin report.
J. WIIS,IAbI MURPHY AND A88OCIATEl3
CONSULTINC}APPRAL~
-- Michael S. A urphy
OZ88,947 10
a~„.
320
NOLLdlN~Q ~r,~y ~~~
GENERAL AREA DESCRIPTION
AREA DATA
The subject is located in the southwest portion of San Bernardino County. It
is the largest county in the centineatal United States and includes
seventeen (17) incorporated cities. It's population of over one-million
(1,000,000) is concentrated is the southern portion of the county. Within
sixty (60) miles of the county seat ere the urban centers of Los Angeles,
Long Beach, and Orange County.
Access to the area is obtained via C~joa Paso from the north bringing
Union Pacific Railroad's main line and Intestate FiReen (16). It also
brings the Santa Fe Railroad and Interstate Forty (40) from the mid-west.
Saa Gorgonio Pass nert to Palm Springs brings the Southern Pacific
e'-:\•• ~ Y +YYVIYY~ - TvY /1 n\ li T n ~ •l .
twYwnu nY m \+vi vua +o~ns. rvr alc tTn~aa, mnao a
Ontario International Airport. It is the third largest airport is California
for volume of freight and paesengen. Ontario International Airport io the
only major facility in Southern California with significant capaaty for
e:paaeion.
The availability of housing for worker is • major reveuras of importance to
buainesees considering Saa Bernardino County for a manufaMuriag plant
or facility location. A wide range of home styles, prices, sad locations are
available in San Bernardino Comty. Home prices range from twenty-five
(2596) to forty percent (4096) law than comparable homes in the counties of
Loe Angeles and Orange. Locatiow vary from suburban residential
subdivisions is the urban valleys to estate developments in yssr round
resort settings.
In San Bernardino County regional parks provide open space aad
recreation for families in urban areas. The mountains provide Bummer
and winter recreation, including several ski reverts. The lower dewrts sad
Colorado River provide many opportunities to egioy nature. Camping
facilities are available in both the mountains and desert areas. Within sa
houi a drive one can reach the Pacific Ocean sad it's beaches.
Treads in the southwest portion of the county iadimte a progresdva change
from agriculture to residential with verve industrial (near the 80 freeway at
I-16) uses. Thin will result is future introduction of sccommodating
commercial uses. The area around the Ontario International Airport (I.16
and the 10 Freeweq) is being developed ss a major planned
industriel~manufacturing community with sites also available for
corporate headquarters. Accommodating commercial services are
planned or is place ({.e. hotels with co~ention facilities and restaurants).
a~
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02~88,y17 12
GENERAL AREA DESCRIPTION
CITY MAP
Q y~~Y 19
GENERAL AREA DESCRIPTION
CITY DATA
i=
Rancho Cucamonga consists of Etiwenda, Cucamonga, and Alta Loma
within a 36.6 square mile area. The sty avenges 12,000 feet above sea level I p
and ie situated m the foothills of the San Gabriel Mountains. The sty is b0 ~
miles from the Pacific Ocean and one-half way between the at3ee of Los ,
Angeles and San Bernardino. Most of the iaty lies north of Interstate 10 and f
west of Interstate 15. r
Business in the community grows yearly with nearly 4,000 active
businesses registered and over 24 retail centers with more proposed or
under wnatruMion. The ~MOria Gardena Regional Mall, due to open the
nrsi phase in 1988, viii be i25 acres when completed with six major
department etorea. Smeller stores, ahopa, movie theaters and nstaurante
will accompany these departments stores. Rancho Cucamonga has
numerous planned communities under construction or proposed that will
aceommodate over 45.000 new residents. Then ere tb,000 acres set snide in
the master plan for job•produang indwtries (140% developed). Presently
the population is over 85,000, which is m inaesse of 24,690 residenb since
1977 (approximately 10 year). This is a community of unusual growth
with the Southern California Aswciation of Governmenb predicting over
150.000 residents by the year 2000.
Then are 8 parks either established or proposed in the oily. the Community
Servioea Department offers over 120 yesr•rouad nooses and progrems For i
all ages. The city hen an annul wine festival is honor ~' its wise making
heritage. Other community services include modern medical facilities, l
cnurciaes of aui aenominstions, ample eiemenrary, jmior irign, higu
schools and Chaffey Couege. I
Rancho Cucamonga is a pert of the "Inland Empin Weet" soaoecoaomic
area. Seminars have bean held to premote the Inland Empire West
(includes Rancho Cucamonga, Upland, Foatene, Ontario, and Chino) o .
diacuasing problems sad rewards of re 'd growth in the area. The city of
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ucamonga
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an committee
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which hoe recently worked with the city
s staff oa future development
standards alonngg 18th Street, Arrow Route, Hsvsn Avsnus and Foothill ~~
Boulevard com'dors The sty hen adapted policies and laws that they hope
will make building in Reecho Cucamonga las rnmpliatsd and costly thm
in other atlas, thus bringing more development to the area.
is
Ranehe Cueamonaa. Cdifomi.. Rancho Cuamonp Chamkw of Commaxa I .
0288.347 14
PROPERTYDESCRIPITON
PLAT MAP
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PAAPERIRDESCR]PTION
SITE ANALI'SIS
Vestlng
Loc~on
City of Rancho Cucamonga, a Municipal Corporation
5702 Amethyst 3troet at Wilson Avenue in the City of Rancho
Cucamonga, San Bernardino County, California
Assessor Parcel Number
1062-071-08
Legal Descriptiaa
Please see Grant Daed is Addenda
sties atOwneraWp
.58 more or less saw (88' X 28b' :26,080 square feet)
3heetAocee
Amethyst which is 2 lane asphalt paved, nubs and gotten are
in place
Utilit[ea
Topography
Electricity to the subject property ie provided by Southern
California Edison Company and gas by Southern California
Gas Company. Telephone service is provided by General
Telephone Company. Cucamonga County Water District
provides water end billing for sewer service which is pnvided
by Chino Basin Water District.
Property is mostly level end draining northeast W southwest
huprovemeats
The property is improved with a two story Victorian era, Farm
Style home built is 11918. The following Improvement
Schematic and Improvement Schedule describe the subject in
detsil.
0298.$47 28
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PROPERTYDESCRIPTTON
IMPROVEMENT SCHEMATIC
FIRST' FLOOR
reaamg coo t
Aroe
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i i Full Bath Bedroom
Laundry , '
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Hadroom ~ ~
Built-in eounten, book- I
"" eases, basement, ete. IIII
_ Room outline
Out aide well of House
I, ~ and dividing original
etrucbtre from addition
~' Concrete
® Fireplsce
® Wood Docking
® SCALE I" 10
Clo ~~B1aMrical Bquipmmt
1 1~~~~~1
raaktuti ~ ~ w+
Area ~-~ Kitcktn~- Bsth
~ ~
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<~ <' --
;,,..;. i Pantry i Wat Bar Dan ~
Step ~ r°'°
leading '~~~~~~ -------~ Poyar
down m t :: ' .. 4 Dini~g Room
Basement , • • - t ~ ~
ti v (BaNment) ~ ~
~~. y~4vtN~ ~ '
• t~yt~::y. t.: ~~.. ,,4a•.,-i'l.:f bAhC t.' y
;rsry ry Ct..4.~ 4,w44.4, CPoreh:„@,'
~4tii ii iRi. nCii 4~1I~4 ~ ' i
• • • •• t`~t.'v(4. Llring ROOM
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VIIWVf7
PROPERTY DESCRIPTION
~mp~~sc~~+~tnQ~
Y11Caw•/'ia~u'u~a ~Vtl~/ul~, a
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- 13,300 square foot, 70 to 80 year old residence (976 square ' ~
feet being an addition built within the pest two years) with a total of i ij
four bedroame (one having 17.b' buil4in knotty pine book case, show w
cabinet, counter top end cupboards with knotty pine paneling on walla
and ceiling), dressing rooms off two of the bedrooms; two and three-
quarter bathrooms; kitchen with double sink, garbage disposal,
AieF.meahar, rn,.amiC file counter tope, and recessed fluorescent
lighting; 5' : 9' knotty pine paneled (walls and cetuugi wei uar ..;:;,
built-ia stainless steel sink, freezer, and shelves; 287 square foot den
with atone and brick fireplace (ceramic file hearth and elate mantel), v
knotty pine paneling (walla and ceiling) with built-in book cases on all z
walla, built-in cupboard ('poor io CCiliu6), 0: d t:°c ~~•'e? ?ended stained ~
glass windows; 12' z 20' dining room with fireplace (see description s
above); 5.5' z 10' divided pantry eras with built-in china eabinet (floor to ?
ceiling); 11' : 30' recreation room with drop stair access from 6ouae
and unfinished storage areas under eaves; laundry room; and foger.
Forced air heating with floor vents, two wall heaters, central air
conditioning to addition, two window air conditioners. ~
C,pnetructien - 1' to 9-1/2' raised concrete block foundation (addition), ~
concrete, and concrete and rock foundation with crawl space, ~
composition shingle roof, wood siding a:tenor with wood trim and a
wood frame windows. Interior floors are hardwood under vinyl file in ~
kitchen (190 eq. R.) and fiill bath (42.6 sq.R.) upstairs. The living room, >
dining room, den, 3/4 bath, upstairs hell and dressing room in the o;
• ••~ .~~ ..w..:nine mnme
origi ouse are carpet over uaruvruuu ~.,,..
having exposed hardwood floors. Tho addition ie all carpeted eacept 1
for vinyl file in the fitll bath and laundry room. The recreation room L
has the carpeting in place but it ie not installed. Interior walls are
drywall (addition) and plaster (original). Wallpaper is stairwell and
3/4 bathroom (1/2 with wood paneling below). Wood shake ceiling in S/4
bathroom. Ceramic file tub and shower enclosures. ~
~
Sr9IIditiGU • Good in addition (not completely finished, needs paint on 0
mouldings; closet doors in one bedmom}. Average W Good in original ~
house. Some water damage visible in ceiling of 3/4 bathroom.
~
a. Deacrintion - 288 square foot "L" shaped covered porch with two wood
built•in storage closets (one on each side of chimneq) with a smell
screened in section; 174 square feet of concrete stops with wood gets.
i
Si0n61niCt1CII -Wood ceiling, cement floor, field stone 9" wide and 1.1/2' j ~
high (outside height is t5') well along outside edge of porch with field j a
atone and wood columns y
Qppolljpn -Average Z
02.88.947 Z8
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0288347
PROPERTY DFSCRiP'140N
11171PROVEDlIF.N'P 80SEMATIC
SF7COPID Fi.00R
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BCALE 1"a10'~
Huilbio comtern, book•
"" eaeae, basemen:, cw.
-~ Raom outliua
Wt side wall of House
aad dividing original
ti"..M~..~. a.....aa:.:...
~~ Conetab
® Plnplaa
® Wood Decking
PROPEICPY DFS('RlP'lYON
IIYIPIN1VElrfIIdf BCF1EDiJi.E
b. Deacpnyion - 10.5' :12.5' wood deck, covered and enclosed on three
aides (1st floor, pert of new addition) with double french door entry to
house and three wood steps witL b4 square foot ancteta foundation.
Construction-Wood and Concrete
4uIIditiflII • Good
c. Descri~,ion - t21' z 10' wood deck (tad floor) wtth t19 lineal iaot
balustrade and 3.5' : 8' step down into recreation room with hand
rails.
~,'o s ,etion - Waod
L+GflditlOII -Average
d. Description - 10' x 14' Basement with outside entrance, laundry
hookups, and tbtnace
99IIetr]iCLiLD -Concrete floor, concroto black walls and asphalt file
eeiliag (damaged)
Condition -Fair
028&347 27
PROPERTYDE3CRIPIYON
Zoning
VL • Very Low 2 density unite per acre
.. Present Use
- Residential
HiQLest & Bed 1Jsa
__ nigued and beet use is defined se the mod profitable likely uee
to which a property can be put. The opinion of ouch use may be
- based on the highest and mod profitable continued use to
which the property ie adapted snd needed or likely to be in
demand in the raesonablq near titture.
Attar considering the pertinent data available fa the appraiser,
the utility oP the subject, ae well o uses in the general Brea,
the highest end bast use Por the subject property is ifs present
use.
-- 0288,447 28
VALUATION
METIIOD OF VALUATION s
a
e
The appraisal of real property results in forming an opinion of market
value after considering all of the political, social, economic and physical ~
forces that have s bearing upon the lend and improvements to the land. ~ ~
The reliability and accurary of the opinion will be is direct roletlonehip to
w",s objar.«rity and tompateacy of the appraiser and also the availability of
relevant data. r•
The three classic approaches to value are as follows:
--, r-°°~°- ..e vase npprvem ie based oa ins value of 'she
land without improvements to which the rnntributory value of
the improvements era added, lees depreciation.
Income Apy~oech" The Inrnme Approach is based on the
antiopated bene&ts of pnperty ownership. Fair rental income
lees typical expenaea is determined to arrive at net income.
This net income is then capitalized into m indication of value,
Market Data Approach: The Market Data Approach or
Compariwn Approach, is based on the sale of propertiaa
similar to tlu aubjeM. Compariwna ere mods between the
sales and subject with adjustments made for the difference to
arrive at a comparative unit of value,
All of the approaches to valve wen conddered. The Market Data Approach
was uaeu to place a vane on the house by aztrapolatiag the value of the
improvements only from recent aslea of similar properties. The Coat
Approach was utilized by using vsriow coat guides to arrive at a value for
the house, increment by increment, and Lhen a$juating for depreciation. i
The Income Approach wan not ezplonxl in this report due to a lack of rental
data on the subject property,
0288-347 28
MARI~T DATA APPROACH
The subject single family home is 170 to 80 years old, is approximately 3,3D0
square feet with Four bedrooms and 2.3/4 bathrooms. It has many special
features and built-ins.
The uniqueness of the subject property made it difTicult to find sales of
comparable properties. A Few sales of large old homes were found and they
are included in order to compare improvement values with those of the
subject.
The following chart gives the pertinent information on each sale and is
used to show an estimated improvement value, or the Sales Price of each
sale, less the value of the land w~' t• ~~~ ~-_- --'°--•- ` at Ve4weerl ~ ~-
and $ 1.50 per square foot depending on zoning. These figures are based on
recent sales of vacant land within the city of Rancho Cucamonga.
No. Date o/
Deed es/ istuig
Price u' ing
Area (s . .) tze
(s . .) ost a ue
Im rouementa
1. 1.18,1986 282,500. 4,000 54,083 18 ,000.00
2. t. 2,19 6 156,000. 2,400 30250 110.000.00
3. J 16,1986 221,000. 2,500 217,800 60,00 .00
Sales Dlacuasion
Sale No. 1 is located at 10323 19th Street lust want of us..e., e.•c~ _ i~
nencho Cucamonga and approximately 1.3/4 miles southeast of the subject.
The 4 bedroom 2.3/4 bath, 4,000 square foot home has no covered parking, It
is 180 years old and in good condition. It sold on September 19, 1986 For
$262,500.00. The value of the improvements are estimated to be $180,000.00.
Sale No. 2 is located et 7608 Hellman Avenue on the west Bide
approximately 450 feet north of Church Street and approximately 2-1/4
miles south of the subject. The 6 bedroom, 1.3/4 bath, 2,400 square foot
home has a detached 2 car garage. The home was built in 11922 and is in
good condition. It sold on September 2,1986 for $156,000.00. The value of the
improvements are estimated to be $110,000.00.
Sale Nom is located at 13151 East Highland Avenue on the south aide
between Etiwanda Avenue and East Avenue and approximately 4-112 miles
;outheast of the subject. The 4 bedroom, 2-3/4 bath, 2,500 square foot 2 story
home has a detached 2 car garage. It is approximately 80 years old and in
fair condition. It sold on July 7, 1986 for $221,000,00. The value of the
improvements are estimated to be $60,000,00.
02.88-347 30
MARSEl'DATAAPPROACH
Conclusion
The Market Data Approach was sot given too much weight in estimating
the value of the subject improvements'. The subject, ea well as the
comparable sales are unique in rnnstruction, location sad other amenities.
emu,: cou.pa ag sad a~'{}usaag t:.a kaowu faoteea, a rough estimata of
value for the subject property improvements by use of the Market Data
Approach ie: ,
= 16(A000.o0
"It was only used e. a secondary approach to support the reproduction oost.
02'88-347 31
C06TAPPROACH
D
i Cost New Contributory °-
=
nccr
Item
ntiun H V 1 ~
i. Aesidenee • 3,300 aq.ft, w! $ iS7,000,CC
4 bedrooms, 2-3/4 bathrooms, j-
den, :vet bar, special features Less 20% $ 157,600.00
a. 266 sq. R. covered porch $ 5,000.00
~, w/field stone/wood coiumns -ueo 26N a a nn0.00 ~
b. 131 sq.R. covered, partially $ 2,100.00
enclosed wood deck with
steps and 54 sq.R, concrete Lesa 20% $ 1,680.00
c. 1210 eq.R. wood deck (2nd $ 3,360.00
floor) w/ #19 lineal R.
balustrade and 2 steps Lesa 20% $ 2,688.00
d. 1140 aq.ft. Basement $ 5,150.00
w/laundry hookups
and outside entrance Leas 20% $ 4120.00
Total Value o[ Impmvementa: 3 170,000.00 (ID
CORRELATION
Estimated value of improvements indicated by the:
Market Data Approach $ 150,000.00
Cost Approach $ 1?0,000.00
Income Approach $ N/A
_ By definition, the Lost Approach is considered the most reliabia in `~
estimating the value of the subject improvements. ARer considering the J
factors available to the appraiser, the estimated value for the subject
property, as of February 15,1988 ia; • i
- ONE HUNDRED AND SEVENTY THOUSAND DOLLARS i
(~ 170,000.00)
_ 02.88-347 32 !~
,,
,~
RELOCATION OF )11~pyp~.is
.,
Site No. I
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29,526 sq.f{.
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0288347 ~ ~ 4 ~
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RELOCATION OF IIYIPROVENIDVIS
Sites 7
a
Z
The City of Rancho Cucamonga referred this appraiser to three (3) parties a
that have shown interest in purchasing the subject property improvements. ~
The following information was learned in conversations with these parties. '
One of the pnten!ia1. huy?ra .Tnh.. Vwl?nrnrn ,.,.;, td ... ., Ih~ hCa~~ .~ t!^~
second parcel to the north of the present location. For the purposes of this
report it will be identified as Site #1. It is further described as 5712
Amethyst Street or Assessor Parcel No. 1062.071-10. Please see the parcel
map on opposite page. Improvements presently at this location consist of ' s
what Mr. Valentovis describes as the ¢uest house and CA3T1HQ6 hnn PP, fQr ~
the subject property improvements. m
Another party interested is purchasing the subject property improvement , Z
~ >
Pat Valencia, would move the house to a location roughly three (3) miles to , ~
the south. For the purposes of thin report it is identified as Site #2. It is i '
further described as 9414 I.a Vine Street or Assessor Parcel No. 0202-071-25.
Please see parcel map on opposite page. Presently the property, together ~~
with parcel 24 (also owned by the Valencia's) is improved with a Victorian ,
style single family residence that wea owned, according to Pet Valencia, by
the parents of the original owners of the subject property. ~
The third party, John Munoz, stated that he did not own a site to put the o
~
improvements on at the present time; however, hie desire was to purchase z
a lot outside the city limits or in the Fontana area an which to put the house ~
if he did purchase it. ~
Moving
Two written bids were received from house moving companies. The
information below reflects the information on the bids that are found in
Addenda D of this report. These bids do not include the coat of permits, tree
removal, tree trimming, preparation of a clear path t0 new site, telephone, ~
electricity or table raising, and wrecking and rebuilding of chimneys, ~
Site No. l y
T
Bid No. 1 $ 29~ypp,pp 2
Bid No. 2 (does not include new addition) $ 17,500,00
Si
~.
te Nn. 2
Bid No. I $ 39~gpp,pp C
Bid No. 2 (dose not include new addition . ' ~
or removal of roof) $ 2g,p2p,pp ~ i
4
oz-ea-347 3a .
i
RELOCATION OF 1MPROVEMIIV75
Reoonvfavctlon
In addition to the coat to move the house to a new location, there is
considerable cost involved to reconstruct the house and furnish it with
water, sewer lines, electriaty, gas and telephone service at the new site. A
new foundation end sidewalks and driveways must be put in. The
chimneys would have to be rebuilt and the roof reconstructed if r°Wctcd.
The plaster walls end ceilings will moat likely need major repairs as they
tend to crack when moved. The house would also have to be made to
conform with all city building codes.
A general contractor was contacted, provided with pertinent informat;on,
a.-.d o 'oar :;, rrac:da a :,:.:. ;,.e eaumaced cost to restore the house after it
was moved is estimated to be $80,000.00
Iat
Included in the above bid from a contractor, was the coat to bring the
vacated lot (the subject improvements original location) to a safe cenditioa
This would include filling in the 140 square foot basement, wreaking out the
foundation, removal of all concrete, trees, and fences end the cutting o@',
etc. of all utilities on the site. The coat, based on contractors information
and Marshall and Swig Valuation Service is estimated to be =16,000.00
OZ-88.347 36
!
-~~,( ~ ~ _
• ADDENDA A oy~
MARKET DATA LOCATION MAP •~ ~ , _.^
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Taken by Nancy Collins February of 1988
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b1A1LKET DATA NO.1
ADDENDAA
MARK$1' DATA NO.1
DATE OF DEED: September 19,1988
ASSESSOR PARCEL, NO.: 202-201.84
LOCATION: 1032319th Street, on the south aide west of
Haven Avenue in the Citq of Reacho
Cucamonga, San Bernardino County.
(:altiornia
LEGAL AESCRIPIZON: Please attached Grans Deed
LAND AREA: 1.24 m/1 acres or b4,083 square feet
2ON1NG: L foz Low Residential, 2 to 4 deamty unite
per acre
UTII.iTIES:
Water.
Yes
Electridty: Yes
Gas: Yes
Telephone: Yes
Sewer: Yee
TOPOGRAPHY: Level, draining north to south
ACCESS: Paved road
ILYIPIIOVIIVVTENNIB: 4,000 square foot 2 story Victorian Style
home with 4 bedrooms. 2-3/4 bathrooms,
Hreplace, partial basement and no covered
parking.
YEAR BUII.T: 1908
RECORDING DATA: Doc. 1988411 on November 14,1988
GRAN1'Ofi Darrow, Jesanette E.
GI?.ANTES: Johnson-Iia12, Car.-ie Caadavs
PIJRCHASE PRICE: S 262,b00
TERbIS: Cash
VERIFICATION: Family Real Estate. Florence Cohn
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b1AItKE'C llATA N0.2
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MARKET DATA N0.2
DATE OF DEED: September 2,1986
ASSESSOR PARCEL NO.: 208-073A3
LOCATION: 7608 Hellman Avenue on the west side
approximately 450 feet north of Church
Street in the City of Rancho Cucamonga,
San Bernardino CCUnty, California
LEGAL DESCRIPTION: Please attached Grant Deed
A I.AATD AREA: .69 m/1 acres or 30,OOA square feet
A CONING: L for Low Residential, 2 to 4 density units
per acre
A UTILITIES:
Water; Yes
Electricity: Yes
Gas: Yes
Telephone: Yes
Sewer: Yes
TOPOGRAPHY; Level grade above street level, draining
north to south
ACCESS: Paved road with all street improvements
I'1D'ROVF-MZ±E1V°i'S: 2,400 square foot 2 story Spanish Style home
with 5 bedrooms, 1.3/4 bathrooms, fireplace,
partial basement and 2 car detached
garage.
YEAR BUILT: 192?,
. RECORDING DATA: Doc. #366029 on December 4,1986
GRANTOR Nesbit, Robert Allen; Umphred, Janice
GP.A.:"TEE: Parker, Hobby J. and Darla J.
PURCHASE PRICE: $156,000.00
TER'115: Cash
VERIFICA'CION: Herbert Hawkins Iicalty, Dan
Ol"K~:}I7
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MARKET DATA N0.3
• ,~
MARKET DATA N0.3
DATE OF DEED:
ASSESSOR PARCEL NO.:
LOCATION:
LEGAL DESCR.II'TION:
LAND AREA:
ZONING:
UTII.ITIES:
Water:
Electricity:
Gas:
Telephone:
Sewer:
TOPOGRAPHY:
nrr•~c•
L~TPROVE117ENTS:
YEAR BUILT:
RECORDING DATA:
GRANTOR
GRANTEE:
P[?RC,HASE PRICE:
TERMS:
VERIFICATION:
July 7,1936
227-051-06
13151 East Highland Avenue on [he south
side between Etiwanda Avenue and East
Avenue in the City of Etiwanda, San
Bernardino County, California
Please attached Grant Deed
5 cn/1 acres or 217,800 square feet
VL for Very Low density resiaeniial, 1 to 2
units per acre
Yea
Yea
Yea
Yes
Yes
Level, draining north to south
Paved road
2,500 square foot 2 story farm house with 4
bedrooms, 2.3/4 bathrooms, and 2 car
detached garage.
1908
Doc. #189526 on July 16,1986
Maze atone Ranchos, Incorporated
Wu, Kong Tay and Nency Fang Lang
a2l.oon.oo
Cash
Orange Coast Realty, Mike
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87-444128
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1. Sword Calf fwY11 W rprfal tarn for flora] vnr 19f~ :5-?.
~. 7a 1Ln of wgplartrtal rates esrnaaf wv~aar~t to Opter -3°•, AatucN at
1967 of tM Aare of Glfbr\.
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cErtro-uATe 9!'ACICFP'IAIVCB
TAie In to atdry thu the Ciry d ltuteAo Creama~r, • City
§•.^=r:.•~' :...:::... i..n of ur our d CaB(ania, 6y and
tbror~lt lu dnly rppoirted officer, 6etcAy rcapu ~ tW ProPrDY
a ieteteet dfereir eorveyed Ay tN Mthir dead and eorwnu to tM
tecadrdor thereof by aeUea d tAe Clry Correll d tM Ciry d RaneAo
Cucemoep at iu re~ntvly scheduled made{ d October 21, 1917.
BY: ,
II . h4 rl roar
DATE: /7 ~ 8
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ADDENDA C
I.EI'IER TO PROPERTY OWa`TEIi
I Orin = ~ +~oor Quality
! 't eoruan• lti, lytiD
11;..'.:x:. °.:ic::a t ti,
e. C..cate
5.02 Amethyst Street
Rm~cho Cucamonga, California 91730
I Regarding: Assessor Parcel No.1062-071-008
' Dear \lr, and 11rs. Choate,
The City of Rancho Cucamonga is planning tD extend ~~'ilson Avenue to the
- ,cent across Amethyst Street. Our function is to appraise the various
prcpet•t}• rights that may be required.
- The purpose of this letter is to inform you that ~•e +vould like to inspect the
property you no++' occupy, inside and out, on A4onday, February 22, 1988 at
- 9:00 a.m., if that is convenient for you. 1 ou or your representative may, of
- cnwse; accompany us on our inspection.
Our office hours are 9:00 a.m. to 4:00 p.m. Alonday through Friday. Please
feel free to call us at (714) 626.5517 if you need to change the day or time of
the appointment or if }•ou have an}• questions. -
_ Yom; truly, _ 1 ,,,
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J. ~i'II.I.IA_1i 9ILTRPIiT A'\'D ASSOCIATES
CO\SIJLTL'~G APPRALSERS
_,.-. "1 _
' SENDER: GYmClen nlrrlttlM7wMn wtlitiwwlwM!ltm Mtirw, mtl eomplnlitlmsJn -;) {r.;Pth cc; $t rPEt
Yu; Yc.~• atlam• .n tno "R ETUR4 TO" Wr.! tln N! rMrY ti,H. flilYn to dv Mu will Ormnt iR'
twe'^ ca •'~•~'r W;OJ.Cn, r r rill r , en n~ f A n -i,
•+ v 701 n l1,l Clt 1 li~ 0' M1WM t l O a my RbYO AR Nai L OnW' ~~~~~~' O t'll' 1.. r .. ~.
' I (M.T.11;1' Or !n!n IMCk O! Ml IOf wElti0M1 prvklltl f1 YNiw.
X11__ ..them ElLVVL: tl!p mtl wtlnttnY wont Z ^ Rntneud pllmry, `~
.. I . •.rtrtn noarntw ro I ! Artgy u,~r„p.. ~ -
. '!t6. ?I ~: harl (:°n.. •' TYPl o13lrvkl.
' yV ~•per •:: t^0• RIEirtMw ^ Inwrw '
'm ~f lr. ., ~r', li'a. ', i.i Gmlutl 9COD
UnA l Deem epnlW ro of wnrlun . ~
' ~ p!m antl DATE DELw EFED. •
_ ..nav.,,r • atlornl rlllr I ~
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- ADDENDA D
HOUSE MOVING BIDS
DFFICE l YARO SPECIALIZED CARRIERS
X167215 TAkR3 * VESSELS
. p •rF!!nn !.'~~~ TRANSFORMERS
'ERSIDE. CA 92501 J~J _ - - 801LERS
/J~ kEAVY STRUGiURAI MOVERS
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I~r~~ MUITI•STORY
SLOGR • SRIGk • CONCRETE
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N A NCt( TELEPHONE (t1q
SL471S7
PAYMEN7TERM6: //
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Movwa roe: q -• ro ~ 1 '
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'F'R.-t' R€Y.OVp L 4 T/P//n 119/A.'C TOTAIS ~I iJOCj [~C-
RECEIVED PAYMENT
NIFIED JACKING SYSTEMS DEPENDABLE EXPERIENCED
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15690 ARROW HIGHWAY • IRWINDALE, G • 91706 • 010 969.1662
STAif CONTRACTORE ll[ENEE NO. 9/)011
-+~~8•• Original Poor Quality
ENTERED ERaIm Ile^' Eeyd ~^^ 19L
Home AEdler Nar TeYYtan
Euuner AEEnr `16T ti,ende b.. (htm. G. 91710 KIr1~TUeyMM•1-]146~2a1)
hrewfur Ide~vO n r Jy GWNER W AMERKAN HGIiSE MOYiHG 1NCOR-ORAIED, hmnHMe memE r r u.
coNtRACroR. w2TNESSErx:
11. coNrRACroR.rwW MmlWretiwduw RS d'~+~`~`'~°"~~ ~"B ~'---ooLURs
to M pud M Ih OWNER n Nw tinn W m UN emwre r IlninRer n fonll, tErtr to de NN .orY d W to fulneh eE lbw.
meuN4 W aQulymrll lr[re•y w mw• Ne M•WI13 eo• tJOY1 u SAC .Imrrnra. IYdn (:rmw. G
w Ih OWNERS Ir r: '-v:.~u o....l..n 'rt
w9nhe•MA udl tldvlaY rrr r.yr tenrdNrn fnY W ryerwY JeooMxmr W rwnwMMW WpErnrym
Ne Sed haW, wN'sN rd Ivs W mew eM w Sr/d W viW'n d the CT)NTRACT.
lk f•nw Vw r W foKOwtM eun wvr w e9lMioer adT W ae alter r fe3rr 15 rw~ 1•.11Ai,a fev
5702 AwTllert. RrrlO Omo.. G. Addltlm m b~ vlll lu h ad W Ins tall h e¢ 1n 2 dwr.
Tr COMTRAR6R e/a le b oe .wli w rMi11E Ih riA MiYry w ulafln ill 9 GOOD. WORKMANLIKE 9M
CAREFVL ermerdinr[ad•mwiJtlrblArliwd Mlr 111mi1yn11uwW1: W wiran Me OWNER frow Mryem
W )wee fa eererY frerW w YEor prfaere9 fw IKe COIRRAROR EIRIEE the na IAee Ne ~ pAaeey ••1 d d .aft
hrtulder.
Th OWNER e90~ r Irh IRyswR d Ik •ESr w. MW Wunien a eReet r fa•ow
3 ,~_.' IN1i91 dM1iN Y Me1y ••+ wbII1e9-
3 ~-~^•--dOMWME:ISeq dNlirA eAeNly ECtn9v1.91eE_
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RRELIMINMY NOTICE
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REMARKS.
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REMARKS
Sur Cgr•Rq• Fir. Nwlre 111011
Cwnaelw••n w9nrd EF Ywa r !card W nNRw 11w~ Slow mvP1l ~_
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ADDENDA E
PARI7AL LLST OF pER.SONB CONTACTED
City of Rancho Cucamonga
Blare Frandsen -Engineering
Plpnr:wn~7n.. T,. .. _
Chamber of Commerce
Rancho Cucamonga, California
Damar Corporation Los Angeles, California
$~n Bem$r!lirln (%nainty Rnmsvlnne Office
_ _ cY, Be~,.gr.i:.... CaL'fOrnia -~+
Cihlc8 0 Title COm
B Pany Service
San Bernardino, California ?
~
Fidelity Fedaral'IYWe Company Service Redlands, California ,~~.
Marshall and Swig Valuation Services Loe Angeles, California
Ability House Movers
Mr. Gentry, Caml Rialto, California
American House Movers
Jack Irwindale, California
Bell House Movers Gardena, California
viou ua ue. iiuuee itiUVOtD ~6.n lferaarQlaO, LJ8ilfnrnta
Younger House Movers
Herb Younger Riverside, California
Monsi Contractors
Lou Monsi Chino, California
John Valentovis Rancho Cucamonga, California
Pat Valencia Rancho Cucamonga, California
John Munaz Rancho Cucamonga, California
1y~8&347
SURVEY FORS CITY OF RANCHO CUCAMONGA
PROPERTY OWNER: CITY OF RANCHO CUCAMONGA
ADDRES~t :+702 AMETHYST
SURVEYED EY: J. WILLIAM MURPHY & ASSOCIATES
TVF'Es SINGLE FAMILY RESIDENCE FLOOR AREAS 3,306 SQUARE FEET
OUALITVs 5.0 VERY GOOD EXTERIOR WALLS+ SIDING
EFFECTIVE AGES 20 YEARS CONDITION+ GOOD
STYLE: TWO STORY DATE OF SURVEV+ MARCH 21, 1988
COST AS OF+ 03/88
PNG 1fL SPKUCIVFtE COST
BASIC SOUAnE FOOT COST............
INCLUDING 13 PLUMPING FIXTUFES
SQUARE FOOT ADJ USTMENTSs
COMPOSITION SHINGL F .............
FORCED ATF HEATING ..............
AIfi CONDITZONING ................
CARPET ..........................
CERAMIC TILE ....................
LINOLEUM .................. ......
HARDWOOD FLOORING ...............
WOOD SUBFLOOF ...................
LUMP' SUM ADJUSTMENTS:
APPLIANCE ALLOWANCE .............
TUB ENCLOSURES ..................
BATH HEATERS ....................
GARBAGE DISPOSAL ................
EXHAUST FAN .....................
DISHWASHER, BUILT-IN............
WALL UNIT AIF CONDITIONER.......
FIFEPLACE ..... ...............
auP1U(AL BASIC STFUCTURE COST.....
BALCONY . ........................
SUPTOTAL RESIDENTIAL COST.........
BASEMENT:
UNFINISHED AREA .................
OUTSIDE ENTRANCE BELOW GRADE....
SUBTOTAL @ASEMENT COST............
BUILDItJG IMF'ROVEMENT9 NEW..........
PHYSICAL DCF'.. ... <20.0%). ...
TOTAL DEFF;fCIATION...... fC0.0%)....
;'CFtr.Ce'i9EiJ7 ZD3T NCW LE3C DEPRECIATION
TOTAL .. ........................ .....
COST DF~TA P1' MAF'SHALL AIJD EWIFT
UNITS
___ _ COST OR
__ __
_
_ ADJUSTMENT
.
__
:,305 __
_
_
f43.b8 ____.
-_V__
lld4 X62
>
O
O
~., _T.06 O. bb 2,, 181 2
3,GOB 38 7.866 G
991 3.73 3,595 >
1,97^ 3.76 7,413 ,e
40 8.76 350
342 2.59 B84
679 6.42 4,360
3,303 5.66 18,70b
3,x05 1.39 4,590
2 251.28 325
1 176.38 176
1 312.^<3 X12
1 159.63 i60
1 764.19 754
8'53.75 1,708
:,i>ti.tt 7,390
',303 61.61 205,620
33•b 16.35 6, 426
3,305 63.25 209,046
f40 28.97
1 1,093. BS
140 36.79
________________
~, 305 64. SI
4,036
1,094
6,160
~:4, 1°b
-4.839
171,:57
171,57
ADDENTDA F
QUALIFICATIONS
J. WILLIAM MURPHY AND ASSOCIATES is a firm engaged in the
practice of real property appraising, personal properties and business
valuations. Emphasis is placed upon the appraising of both rural and
urban properties including commercial, industrial end epeeist purpose
pmpertiea in the urban area.
Michael S. Murphy is an appraiser associated with J. William Murphy and
Associates, Consulting Appraisers. A summary of qualifications is as
follows:
n______,
Resident of Southern CaliFornia since 1954; resident in Chino area since
1958.
F+IiYCHL10II
Completed twelve yearn of school in Chino, California, graduating with
honors fiom Chino High School in January, 1972.
Completed five years of training for the ministry in Brooklyn, New York
from 1972.1977
Have completed coarsen sponsored by:
i e....., _.,., r.._u._.._ _~..__, „
a) Rural Valuation • Davis, California
b) Valuatioa Procedures -Austin, Texas
c) Valuation Principles -Austin, Texan
d) Professional Standards and Cods of Ethics -San Diego,
California
e) Capitalization I end II -University of North Carolina, Chapel
Hill, N.C.
2. American Society of Fazm Managers and Rural Appraisers
a) Rural Appraisal • Fresno, California
3. ytarshall and Swift
a) Commercial Valuation -Newport Beach, California
b) Residential Valuation • Newport Beach, California
4. Lumbleau Real Estate Schools -West Covina, California
02.88.347
Memhershios and ffili lions
Candidate:
American Institute of Real Estate Appraisers
Community S rule -
Co-Chairman for City of Hope, Dairy Division, Chino Chapter - 1981 to
P*esent
)Sp(essional Experience
Have engaged in farm, ranch, dairy, land, cattle, commercial and
industrial appraisals through the states of California, New Mexico,
Tees ^~~ Arkansas since 1980.
Licensed real estate agent (State of California) with the Bill Murphy
Company, Chino, California -License No. 008189923.
Fee appraiser associated with J. William Murphy and Associates,
Consulting Appraisers, since 1960.
(-omBjgt+w1 Annraisgla for (among o h rel
Government Agencies:
State of California -Cal Trans
U.S. Army Corps of Engineers, Loy Angeles, California
('itv of Grand Terrace, California
City of Lake Yaeinure, C..:.'OOae4
City of Rancho Cucamonga, California
City of Hemet, California
City of Ontario, California
San Bemardina County, California
Riverside County, California
Chino Basin Water Conservation District
Federal Deposit Insurance Corporation
Attorneys:
Maroney, Demchuk, Brandt and I{rueger - Uplaad, California
Anderson, Taves and Reever -Upland, California
Rutan Tucker -Newport Beach, California
Banks:
Chino Valley Hank
Upland National Bank
Lloyds Bank
Crocker National Bank
Bank of America
0288.347