HomeMy WebLinkAbout1985/11/06 - Agenda Packet - RDAQ
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ary OF
ANC HO CUCtMONGA
PZEDEVELOiPMENT AGENCY
AGENDA
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Lions Part Coaeuoity Canter
9161 Saar Lisa Road
Rancho Cuoaaooga, Califoruia
Nov,,bnr G. 1933 - 7190 a.e
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A. Roll Calls Wright •__, Eo9uat __, Male
x•' Debt __, and Xing
D. Approval of Minutest ,,ctober 2, 1985•
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A. DISP46Al. OF IEaL PRO MY IN CONNECTION Urn THE
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PROJECT - As part of cha Certificate of Participation
Progc as and the Iastalirat sale rinnneing Agraaaent a
hearing war be held pursuant to the Health and Safety
Coda, for the Property generally located at cbe
northeast toroar 0 Reran Avenue and 7th street.
REMOTION N0, RA IS•49
A RESOLUTION OF In IIDXVILMrs; AGENCY Or
TRX.CITT Or RAX.RO CUCAMONOA APPROVING THE
DISPOSAL OF PROPERTY PORSOANT TO IRS
INSTALL49NT SALE rIXAhCIPG Or THE HAVEN
COMMERCE CENTER PROJECT
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ary OF
ANC HO CUCtMONGA
PZEDEVELOiPMENT AGENCY
AGENDA
I
Lions Part Coaeuoity Canter
9161 Saar Lisa Road
Rancho Cuoaaooga, Califoruia
Nov,,bnr G. 1933 - 7190 a.e
�. ar.. Iii omR2
A. Roll Calls Wright •__, Eo9uat __, Male
x•' Debt __, and Xing
D. Approval of Minutest ,,ctober 2, 1985•
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2. ARrA I=
A. DISP46Al. OF IEaL PRO MY IN CONNECTION Urn THE
jar rI E1Q,��N11r�clirz 9r rH►�9AV�,�;g r. rr r
PROJECT - As part of cha Certificate of Participation
Progc as and the Iastalirat sale rinnneing Agraaaent a
hearing war be held pursuant to the Health and Safety
Coda, for the Property generally located at cbe
northeast toroar 0 Reran Avenue and 7th street.
REMOTION N0, RA IS•49
A RESOLUTION OF In IIDXVILMrs; AGENCY Or
TRX.CITT Or RAX.RO CUCAMONOA APPROVING THE
DISPOSAL OF PROPERTY PORSOANT TO IRS
INSTALL49NT SALE rIXAhCIPG Or THE HAVEN
COMMERCE CENTER PROJECT
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CITYOF RANCHO CUCAMONCA
REDEVELOPMENT AGENCY
STAFF REPORT
DATES November 6, 1985
TOs Chairman and Members of the Redevelopment Agency
FROM: Jack Lam, AICP, Deputy Executive Director
BY: Linda D. Daniels, Senior Redevelopment Analyst
SUBJECT DISPOSAL OF PROPERTY IN COtJNECTION WITH THE INSTALLMENT
3 7I _ tT TER P90JECT
BACKGROUNM In January ^35 the Redevelopment Agency approved an Inducement
eso ut on TFr oo pot•ntiol Certificate of Participation financing program for the Haven
Commerce Center project. As outlined at that time the Agency will acquire the,land,
which Is proposed for development, Through a First Installment Sole Agreement. The
!end is then Immediately resold to the developer, August H. Reiter, 111, through o Second
Installment Sale Agreement. In conjunction with this the Agency acts as a conduit for a
Certificate of Participation financing program. The Agency Issues Certificates, on
behalf of A. H. Reiter III, and the Haven Commerce Center Project. The proceeds of the
sole of the Certificates will be used for the development• and cunstruction of ",a
proposed Huven Commerce Center Project.
EVAI.UATION: According to Section 33631 of the California Health and Safety Code It Is
necessory for the Agency to hold a public hearing when considering the sale of land for
purposes of redevelopment. In the proposed Certificate and Installment Sale financing
program the Agency wll! be acquiring land and Immediately selling that land to a
developer for redevelopment purposes. Although these trarsactlons will occur, almost
simultareously, it is necessary urder,the Coda for the Agency to hold a publlu heoiing to ;
consider all Information regarding the sale of fht property to the develmeru(tder the
proposed Secorvl Installment Sale Agreement. _
BL-id Counsel has prepared, and staff has reviewed, all documents pertaining to th i.First
Installment Sale Agreement and the Second Installment Salo Agreement and have found
them to be In order. Also attached to this staff report is a memorandum from Bast, Best
& Krieger which provides supplemental Information rog.ding the Issuonco• of
Certificates and the First and Second Installment Sale Agreement. -
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REDEVELOPMENT AGENCY STAFF REPORT
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Disposition of Prop arty (Installment Sale Financing of Haven Commerce Center)
'
Novamber 6, 1985
Page 2
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RECOMMENDATIOM Agency approve tiro Disposal of property In connection with the
wen ommerce enter Project by adopting the attached Resolution.
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Respectfully sub Itted,
Jack Lem, AICP,
Deputy Executive Director
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Attachments: Resolution '
Memorandum from Best, Best Q Krieger
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BEST, 6ES7 fi KRIEOER
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October 30, 1985 _
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MEMORANDUM "
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TO: CHAIRMAN, REDEVELOPMENT AGENCY MEMBERS
AND EXECUTIVE DIRECTOR
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FROM: SPECIAL COUNSEL
RE: INSTALLMENT SALE FINANCING OP HAVEN
COMMERCE CENTER PROJECT
XI
The Agency has heretofore evidenced its intention
to finance the above - referenced project (the "Project ") by
means of c.: installment sale financing arrangement whereby
4
the Agency will acquire the Project from A, H. Reiter
DevelopmenL Co. (the "Partnersaip ") and immediately convey
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the Project to August H. Reiter III "
(the Developer')
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through two ldentical installment sale agreements known as
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the First Installment Sale Agreement and the Second
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Installment Sale Agreement, respectively.
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Under the First Installmen' Sale Agreement, the
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Agency will make installment pnyment� to the Partnership for
the Project and under the Second Installment Sale Agreement,
she Developer will make matching installment payments to the
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gency. This payment obligation will be further aecured by
A deed of trust on the Project. Moneys for the acquisition
and construction of the Project will be derived rrool the
sale of the certificates of participation (the . "Certif-
<• auates ") under a trust agreemon• (the "Tru,tr Agreement ") ".
;�•i �ry (` #f� ' �, •'r �" .,, " "; ` 3 ': .;-ice - {?
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Sys " BEST
BEST 6 KRIEGER
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between the ,Agency, a trustee named therein and the
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Partnership. The Certificates will be sold to Hells Fargo
Bank rnd will evidence a right to receive the installment
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payments made by the Agency under the First Installment Dale
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Agreement.
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Under the financing arrangement, the obligations of
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the Agrncy to make installment payments under the first
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InetCilment Sale Agreement is limited to amounts received
'rrm the Develo.er under the Second Installment Sale
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Agreement. Additionally, obligations for construction and
operation of the Project will rest solely with the
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Onvnloper.
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In order to proceed with this financing, It is
necessary for the Agen ^y at this time to hold a public
hearing and at the close of the hearing cons'.dvc the
adoption of two resolutions. To sa.isfy Section 33431 of
the Health and Safety Cody of the State of Califot.ria the
public hearing must be held with respect to ae proposed
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sale of the Project to the Developer d6der the Second
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Installment Sale Agreement. A abort agenda for ttu hearing
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is attached. The shorter resolution attached approves the
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sale of the Project to tts Developer pursuant to the Second
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Installment Sale Agreement.
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The second and longer resolution approves the basic
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documents of tyis financing and authorizes the execution of
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these documents by the appropriate Agency officers and
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BEST °BEST 6 KRIEGER' -!
approves he sale of the Certificates to Wnils Fargo Bank,
In adrit%on, -nia resolution appoint) a trustee and s
Qp +owes
the hiring of our firm as Special Counsel on the terms set _
forth in the accompanying proposal letter. (Our Fees eta yy'�
payable from the proceeds of the financing.) Finally, by i•,
,�. this resolution, the Agency accepts the Cicy Council's :nry
transfer of its 1985 allocation for p ivate activity bond ,
+ ivauos to the Agency. •�
We would recommend that the Agency approve the
attached Resolutions following the public hearing.
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BEST. BEST 6 KRIEQER
CHAIRMAN'S AGENDA ~
FOR PUBLIC HEARING
REDEVELOPMEK: AGENCY OF THE CITY OF RANCHO CUCAHO'(GA
(HAVEN COMMER7E CENTER PROJECT)
1985 SI'YIES
Noverabor 6, 1985
I. Chairman opene public hearing,
2. Chairman calls upon Staff for a summary e' the proposed
disposition of :?.a project property in connection with
the financing of the project
3. Summary of financing by Scoff.
(a) Summary of project (location, size, developer, ate.)
(b) Summary of proposed financing (Installment sale
financing including the issuance of certificates of
participation in an amount not to exceed $4,565,000,
to be undertaken by the Agency pursuant.to Community
Redevelopment Law), '
(c) Sale of prgject to Developer pursuant to the terms
of an installment sale agreement.
4. Chairman calls for any comments or questions from the public.
5. Agency proceeds to consideration of adoption of resoluti_
approving disposition of project property.
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RESOLUTION NO. A44.WG.= P4
A RESOLUYION OF THE REDEVELOPMENT AGENCY OF TI v:
CITY OF RANCHO CUCAMONGA APPROVING THE DISPOSAL
OF PROPERTY PURSUANT TO THE INSTALLMENT SALE
FINANCING OF THE HAVEN CCtAMERCE CENTER PROJECT
WHEREAS, August H. Reiter 111, an Individual (the (the "Developo"), proposes To
"Project ") located at construct he northeastlocornereof consisting etis 5tr•etf and Haver StreetgIn(the
Rancho Cucomangu Redevelopment Project Area of the Agency (the "Project Areo ")i and
WHEREAS, the Project Is consister with the Redevelopment Plnn for the
Project Area and Is expected to create new Jobs In the Project Area; and
WHEREAS, the expansion of emplotment op u:tunitles for Jobless, under-
employed and low-income persons and the reduction of blight are %ndomentol purposes
of redevelopment under the terms of Pcrt 1 of Division 24 of the Health and Safety Coda
of the State of California (the "Act "); and
WHEREAS, the Art authorizes the Agenty to purchase p; opert /, both real and
personal, and any Interest therein for purposes of redevelopment In the Project Areal end
WHEREAS, A. H. Reiter Development Co., c California general partnership
(the 'Seller'), proposes to acquire the Property from the Developer end sell it to the
Agency pursuant to an Installment solo agreement, between the Seller and iho Agency
(the 'First Installment iolo Agreement"), and the Agency desires to purchase the
Property from the Seller ,yon the terms and conditions set forth In the Firtt Installment
Sale Agreement; and
property, both Eeo end personal, and any I derestthernIn to for Ipurpos s of redevelOmo of
M the Project Area without public bidding, but only after a public hearing, notice
which is given by publication for not less than once a wsek for two weeks In a newspaper
of general circulation in the county In which the proprrt+ " -:; and
WHEREAS, the Ag.ney has conducted a public hearing on Now inber 6, 1985
q^ where If hoard and considered inform9flon concerning the disposal e, the Protect in
connection with the financing of the Project; and
WHEREAS, notice of tlw t rove - mentioned ubli, ,pig was published once u
week for two weeks in a newspaper of general clruulottun In the City of Rancho
Cucamongo, the City in ..nich the Project Iles; and
WHEREAc ., - Agency proposes to enter into a second Installment sale
agreement between the Agency and the Developer (the 'Second Installment Sal,
Agreement') pursucrnt to which the Agency will sell the Project to the Developer;
NOW, THEREFORE, BE IT RESOLVED by the Redr ,,r':; nsnt Agency of the
City of Rancho Cucamonga as follows :.;
Section I. Recitals. The above recitals, and each of them, are t
true and crect. -wa
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hereby Section 2. r;nuin_g•as to Sale of P;i. ,lmrkai Vah _. The Agency ' •;j
Y + a -Teferrcfnes that f6e eons oerat on to • p' Q2TY thb— Devolopper to it.�-
Agency for the purchosu of the Project ,mAer the terrrs of the Second Instullmer.; r
Agreement Is not lets than the fair market value of the Project In occordonco w %h S 1 3 n n
cavenasis and conditions wverning sw b purchase and vale. '
Section 3. Sole of the Project. The sole by tht Agency of the
Project to eve oper pursuant to f1N —Secan nsta Iment Sale Agreement, the form of',
which has previously been presented, is hereby approved. •r�.,
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Section 4. Effective Dote. This ResoluihvS shall take cf:e -:t
Immediate y upon o optlon ,
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PASSED, APPROVED, end ADOPTED this 6th cloy of Novembe -, 1985,
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ABSENTi
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ATTESTS
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?.Yr Crff OF RANCHO CUCAMO
. REDEVELOPMENT AGENC
E t STAFF REPOR -(
DATE:
TO:
FROMt
BY:
SUBJECT$
November 6, 1985
Chairman and Members 0f the Redevo:op-nenf Agency _
Jack Lam, AICP, Deputy Executive Director
Linda D. Daniels, Senior Redevelopment Analyst
ANALYSIS, As a means of concluding the sole of $4,S65,0W In Certificates of
ort'c pot on there ore several documents or actions which need to be approved by the
Age-icy. These final documents or actions ore otalired as follows$
o First Instoilment Sale Agreement - This Agreement Is between the
Redevelopment Agency and A. H. Reiter Development Company.
This Agreement provides for the sale of tta property ,which Is
ggenerally located at Ina northeast corner of Hcven Avenue and 71h
Sireep from A. H. Reiter Development Company to the
Redevelopment Agency. The Agency does net uao any of its tax
Increment revenue funds In paying for the property TI,—
the property Is through b developer, Reiter, the saleof hCertiflcn es The purchase r ce of the land Is
net being acquired or sold at a reduced price due to the Agency's
Involvement. This agreement is on f;le with the Agency.
o Appointment of Trustee _ As with any Ivpe of Bond or Certificate
Issue it is necessary fora Trustee to be appclrted to oversee the
Program. For this (inanein Issue the proposed Trustee is Scottie
First National Bork, Scottie, Washington
0 Oil Agereem'ent - This tlocumedt provides for the regulations which
The Trust Participating outlinesnthegParameters under which ch th
Trustee can oct. Also Included In the Trust Agreement Is the form of
the Certificates that are to be sold and deliverad to the purchasers.
The Trust Agreement, which Is proposed to be between the,
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REDEVELOPMENT AGENCY STAFF, -REPORT
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Bond Documents, TrJSteu and Bond Coumen; and C.r!ificcYUS et Participation For Haven y
,
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Commerce Center Project -
.�
November E, 1985
,
Pace 2
Redevelopment Agency and Seattle First National BoJe, Seattle,
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Washington, is on file with the Agency.
o Second Installment Sale Agreement - This agreement Is between the
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Redevelopment Agency at.d August H. Ratter III. The Agreement
✓,
provides for the side of the property, generally located at the
,
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northeast corner of Haven Avenue and 7th Street, from the Agency to
developer of the Haven Commerce Center Project. Because this
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Agreement Involves the sale of property by the Agency a public
'
hearing Is necessary under Section 3.431 of the Health and Safety
,
Code. This public hoering Is scheduled on this evening's agenda. The
'
Agreement Is on file with the Agency.
o Deed of Trust. - This document, which Is to be between the
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Relevelopmar.t Agency and the Developer, acts as an added security
,
to Insuring that the debt service on the Cortificates of Particippation
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are paid. The Agency's Finrynclal Advisor In this matter, Mr. 'NIIIIom
,
Fieldmun of Fleldmon, Rolopp and Associates, has reviewed the
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document and has found it to be occeptable as on added security to
,
Vic f ;••:ncing progrann. The Deed of Trust Is on file with the Agency.
o Agency Agreement - This Agreement, between the Redevelopment
'
Agency and the Developer, I..sures that 'he Haven Commerce Center
project will be constructed. The Agreement Is on file with the
Agency.
o Othe Actions In Consideration of the Sale of Certificates of
Participation - There are also a number of miscellaneous actions
'
which msut occur and which do not correlate to any of the prepared
bond documents. These actions, as outlined In the a!tcched
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Resot ttlon, include such' things ass 1) deslgnoth.g Bost, Best &
Krtegcr as Bond Counsel and approving that their fee, as stated In'the
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attoctxd- detrer' be paid from tFns proceeds of the sale of the
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Certificates; 2) .once df the 1985 Private Activity Bond Limits
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from the Cities of.Rnrxhe Cucamonga, Browley and L_, Jacinto; 3)
amending itw Inducement Resolution so that it reflects A. H. Reiter,
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III, an Indlvldual, as the developer; and 4) to approve the sole of the
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Certificates to Wells Fargo Bonk and authorize the Chalrman'n N
prepare requisitions so that the Trustee may pay, from the procce,!.
of the Certificates, all costs of issuance.
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REDEVELU .. ENT +AGENCY STAFF REPORT
Bond Documents, Trustee old Bond Counsel, and Certificates of Participation For Haven
Commerce Co der P:oject ,
�' November 6, 1985
. Page 3
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All documents hove been prepored anu reviewed by Bond Coun.al, staff and the Agency's
Financial Consultant, as oppro.. ;ate, and hove been found to be In order.
�• RECOMMEf•DATIOM Agency approve the Bond Documents, oppoint the Trustee and
13-oWcounsel 3nd authorize tho'sale of $4,565,000 in Certificates of Participation In
connection with the Haven Commerce Center Project.
•,� Rasp tfuily Itted, ' —• `
Jack Lam, AIrP,
Depul; Executive Director
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Attachments, Resolution
Proposal from Best, Best & Krieger for Special Counsel Services
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ain3Y�f /.4�`Cn�'�R YAS'N�S4'CinC it Rr.�. h±Nlj�_t, l�•M1 !'. $� 1Y -<.j��ti: iM16TFei�Y�l'
t.� jj �`iii"l2' q .. '- J 1 W!�`i.} ^ '!, i 1 : � relli,.. • -
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"OOLWYOFSANIERNA'SDQIO ia•
rx I, Maurine D. aanan` : ' ` dohtrebycettl{y that I
r em Nr Le& Afhwtla1nq d t 4(i1C: DAR,Y REPORT, a dc'Iy
.1 a[ ltmral cfrc "jm, Adod its the cat at Onem's,
f � Mote aiotafald aad tha attached admUsmtant
"$.l' at Notice of ►uel•ic Mnarin[ '
l'• REr Installment Sala /i.zacina
�`'• Haven CeNnnrce Center PrcJact
was pe6NjW jft"r*WMPMsr nn• fit 440'
touil: October 23f 5983
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I certlb WXkT Pm►h ft PK JW7 that *A rorftdq la W;1 Sad
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t OatedatOnt2io,(asll(aralaWe 23rd day at
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Honorable Cnairman and Members of
the Agency
Redevelopment Agency of the City
of Rancho Cucamonga
9330 Baseline Road, Suif-e C
Rancho Cucamonga, CA 91730
Re: Fropo <a, :or Special Counsel Services Proposed
$4,565,000 Redevelopment Agency of the City of
Rancho Cucamonga Variable Rate Demand
!, Certificates of Participation (Ravin Commerce
Center Project)
Ladies and Gentlemen:
` We are pleased to submit the following proposal for
special counsel services in connection with the Redevelop -
went Agency of the City of Rancho Cucanlonga's proposed sale
of its $4,565,000 Redevelopment Agency of the City of Rancho
Cucamonga Variable Rate Demand Certificates of Participation
in order to provide installment sale financing, including
the issuance of Certificates of, Participation (the "Certifi-
cates") for a commercial project to be owned by August H,.
•. Reiter III. 'i:.0 _firn of East, Best a Krieger would be happy
j4 to serve as special ~ counsel on this financing and proposes
to corform the following services on the basis act forth I-n
a this letter.
We will confer and consult with Agency staff and
the Agency's conauiL•ants and underwriters on all matters
relating to the financing including participation in the
review and selection of appropriate financing methods. We
will assist the Agency in identifying the most advantageous
method of financing based upon our experience and we will
attend all meetings of the Agency's staff and consultants at
which financing methods are to be discussed and analyzed for
successful completion of the financing.
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October 30r 1985
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Honorable Cnairman and Members of
the Agency
Redevelopment Agency of the City
of Rancho Cucamonga
9330 Baseline Road, Suif-e C
Rancho Cucamonga, CA 91730
Re: Fropo <a, :or Special Counsel Services Proposed
$4,565,000 Redevelopment Agency of the City of
Rancho Cucamonga Variable Rate Demand
!, Certificates of Participation (Ravin Commerce
Center Project)
Ladies and Gentlemen:
` We are pleased to submit the following proposal for
special counsel services in connection with the Redevelop -
went Agency of the City of Rancho Cucanlonga's proposed sale
of its $4,565,000 Redevelopment Agency of the City of Rancho
Cucamonga Variable Rate Demand Certificates of Participation
in order to provide installment sale financing, including
the issuance of Certificates of, Participation (the "Certifi-
cates") for a commercial project to be owned by August H,.
•. Reiter III. 'i:.0 _firn of East, Best a Krieger would be happy
j4 to serve as special ~ counsel on this financing and proposes
to corform the following services on the basis act forth I-n
a this letter.
We will confer and consult with Agency staff and
the Agency's conauiL•ants and underwriters on all matters
relating to the financing including participation in the
review and selection of appropriate financing methods. We
will assist the Agency in identifying the most advantageous
method of financing based upon our experience and we will
attend all meetings of the Agency's staff and consultants at
which financing methods are to be discussed and analyzed for
successful completion of the financing.
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BEST BEST 6 KRIEGER
Redevelopment Agency of the
City r•! ,rancho Cucamonga -
October 30, 1985 -
Page 2
Our services will include the preparation of all
ordinances, resolutions, notices, certificate forms and
other documents required in the proceedings. We will also
review any official statement or placement memorandum
prepared on behalf of the Agency. and attend all meetings in
which any action in connection with the proceedings is tc be
taken.
Subject to completion of the financing to our
satisfaction, Best, Best i Krieger will issue its approving
legal opinion to the purchasers of the Certificates to the
effect that all proceedings have been legaAly undertaken fo*
the authorization, issuance, sale and delivery of the
Certificates, and that the Certificates acs exempt ftcm
Federal and State personal income tax. We will also issue
appropriate supplemental opinions and certificates as may be
necessary or appropriate.
Finally, we will confer and consult with Agency
officials with respect to problems which may arise during
the period of servicing and payment of the Certificates, and
provide any and all other services commonly expected of
special counsel.
r, The foregoing services would be performed on a time
basis at the hourly rate of the attorneys involved in this
financing. These hourly rates currently range from $$90.00
per hour up to a current maximum of $17.5.00 per four. We
would propose, however, that our fee would not exceed
$20,000. This fee would be payable upon completion and sale
of the Certificatea, from the proceeds of the financing. It
., other services were requested that were not within the scope ••
of those outlined above, they would be performed on a time '
basis at the hourly rate of the attorneys involved. Addi-
_, tionally, we would be paid our expenses incurred in connec-
tion with the financing out of the proceeds of the
financing. We would expect these expenses would not exceed
$5,000.
" In the event that Certificates are not issued, uel .�
will be raid a reasonable fee. to be mutually agreed upon,ty,
�. based upon the eppllcdble hourly rates of the attorneys in
D, our firm undertaking the work prior to abandonment, and to `�
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^BEST.BEST& XRJE6 eR
e
Redevlop ent Mend thi--
City f 0 R: Agency
Rancho Cucamonga
October 30, I9P5 :7
Page 3
be paid or reimbursed to the Agency b•f tte participating
developer.
If this arrangement is satisfactory to you, please-
return to us a copy of this letter executed by an authorized
officer of the Agency.
Respectfully submitted,
en . Sti;phens
of Best, Best f, Krieger
GES:ams
TERMS OF SPECIAL COUNSEL EMPLOYMENT
APPROVED THIS DAY OF
1 1985.
Author i z cW -o-Urc-e-r -3-E—Me-
Redevelopment Agency of the
City of Rancho Cucamonga
�!,--SKHO123 10/30/85
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RESOLUTION
A RESOLUTION OF THE REDEVELOPMENT AGENCY
•
OF TRr CITY OF RANCHO CUCAMONGA "PROVING
Yl�
DOCU!t .NTS; APPOINIING A TRUSTEE AND
SPECIAL'COUNSEL AND AUTHORIZING THE SALE
OF CERTIFICATES OF PARTICIPATION AND
MAKING CERTAIN FINDINGS IN CONNECTION
•
WITH THE ISSUANCE -OP SAID CERTIFICATES
(HAVEN COMMERCE CENTER PROJECT)
WHEREAS, August H. Reiter =r, an individual (the
"Developer "), proposes.to acquire and construct a commercial
project consisting of four office buildings (the "Project")
ccated at the northeast corner of Seventh and Haven Streets
in the Rancho Cucamonga Redevelopment Project Area of the
Agency (the "Project Area");
WHEREAS, the Project is consistent with the Rede-
velopment Plan for the Project Area and Is expected to
create naw jobs in the Project Area; and
WHEREAS, the expansion of employment opportunities
for jobless, under-employed and low-income persons and the
reduction of blight are fundamental purposes of redevelop-
ment under the terms of Part 1 of Division 24 of the Health
and Safety Code of the State of California (the "Act"); and
WHERFAS, the Act authorizes cAe Agency to purchase
and sell or otherwise dispose of property, both real and
personal, and any interest therein for purposes of redevel-
•
opment; and
WHEREAS, the Agency has heretofore adopted its
Resolution No. RA85-01 as amended by Resolution No. RA85 -01A
(the "Inducement Resolution") declaring its intention to
•
undertake an Installment Yale financing arrangement,
including the issuance of certificates of participation, to
provide financing for the Project; and
WHEREAS, the Inducement Resolution named A. H.
Reiter Development Co., a California general partnership, as
the developer of the Project, and it is now contemplated and
understood that August H. Rester 111, an individual, will be
the developer; and
WHEREAS, the City Council of the City of Rancho
Cucamonga (the -City Council") has duly caused to be
published a notice of a public hearing regarding the
RUM
14i 11'1�
WHEREAS, the members of the City Council are the
applicable elected representatives to conduct a public
hearing regarding the installment sale financing arrangement
proposed to be undertaken by the Agency for the Project; and
WHEREAS, the City Council on this date has con-
ducted a public hearing regarding the proposed installment
sale financing by the Agency for the Project, including the
' issuance of certificates of participation, and has deter-
mined it to be' in the public interest for the Agency to
cause to be issued certificates of participation, the
proceeds of which will be used to make payments undne an
installment sale financing arrangement between the Developer
and the Agency, all in furtherance of the purposes of the
Act; and
WHEREAS, the City Council has on this date trans-
, ferred its 198_° Private Activity Bond Limit as defined in
City Council Resolution No. , in the amount of
$3,203,000, to the Agency, and Fe Cities of Brawley and San
Jacinto have, by Resolutions No. 3682 and 1598 on June 17,
and June 18, 1985, respectively, transferred to the Agency
their 1985 Private Activity Bond Limits (as defined in such
resolutions) in the amounts of $902,000 and $463,0n0,
respectively; and
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WHEREAS, all acts, conditions and things required
by the Act, and by all other laws of the State of Cali-
fornia, to exist, to have happened and to have been per -
formed precedent to and in connection with such installment
sale financing arrangement, including the issuance of the
aforesaid certificates of participation exist, have
happened, and have seen performed in regular and d•:e tilre,
form and manner as -required by lap, and the Agency is now
duly authorized and .powered, pursuant to each and every
requirement of ;aw, to enter into such installment sale
financing arr- ,.gement and to cause to be issued such
certificates of participation for the purpose, in the manner
and upon the terms herein provided; and
WHEREAS, said certificates of participation are to
be issued pursuant t� a Trust Agreement (the "Trust Agree-
ment") in the form presented to this meeting by and between
the Agency and the Trustee named therein (the "Trustee ") in
an aggregate principal amount not to exceed $4,565,000 and
-2-
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`1
proposed installment sale financing for
the Project ln�
accordance with the 'requirements of Section 103(k) of the
Internal Revenue Code of 1954, as amended,
which notice set
7:00 p.m. on November;6, 1985 and the City
Council Chambers
as the time and place for;said hearing; and
"
WHEREAS, the members of the City Council are the
applicable elected representatives to conduct a public
hearing regarding the installment sale financing arrangement
proposed to be undertaken by the Agency for the Project; and
WHEREAS, the City Council on this date has con-
ducted a public hearing regarding the proposed installment
sale financing by the Agency for the Project, including the
' issuance of certificates of participation, and has deter-
mined it to be' in the public interest for the Agency to
cause to be issued certificates of participation, the
proceeds of which will be used to make payments undne an
installment sale financing arrangement between the Developer
and the Agency, all in furtherance of the purposes of the
Act; and
WHEREAS, the City Council has on this date trans-
, ferred its 198_° Private Activity Bond Limit as defined in
City Council Resolution No. , in the amount of
$3,203,000, to the Agency, and Fe Cities of Brawley and San
Jacinto have, by Resolutions No. 3682 and 1598 on June 17,
and June 18, 1985, respectively, transferred to the Agency
their 1985 Private Activity Bond Limits (as defined in such
resolutions) in the amounts of $902,000 and $463,0n0,
respectively; and
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i
;
ti,
WHEREAS, all acts, conditions and things required
by the Act, and by all other laws of the State of Cali-
fornia, to exist, to have happened and to have been per -
formed precedent to and in connection with such installment
sale financing arrangement, including the issuance of the
aforesaid certificates of participation exist, have
happened, and have seen performed in regular and d•:e tilre,
form and manner as -required by lap, and the Agency is now
duly authorized and .powered, pursuant to each and every
requirement of ;aw, to enter into such installment sale
financing arr- ,.gement and to cause to be issued such
certificates of participation for the purpose, in the manner
and upon the terms herein provided; and
WHEREAS, said certificates of participation are to
be issued pursuant t� a Trust Agreement (the "Trust Agree-
ment") in the form presented to this meeting by and between
the Agency and the Trustee named therein (the "Trustee ") in
an aggregate principal amount not to exceed $4,565,000 and
-2-
''tt".yV,i ��Mti•.- ;.r ♦...� hrti�l, .9 .'�� .�j ^ • •` , , . f - ..•
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are to be designated as the "Redevelopment Agenc} of the.
•,i' City of Rancho, Cucamonga Variable Rate Demand Certificates '
`i of Participation (Raven Commerce Center Project) (the- -
"Certificates ");
NOW :REREFORE, BE IT PE60LVED by the Redevelopment
Agency of the City of Rancho Cucamonga as follows: ".
Section 1. Recitals. The above recitals, and '
y eac: of them, are true and correct.
Section 2. First Installment Sale A ent.
The proposed Form of the
"•
i,
F rst meta ment Sae Agreement
between the Agency and A. H. Reiter Development CO., a
California general partnership (the "Partnership") (the
.r 1.
Firat Installment Sale Agreement ") presented at this
meeting, whereby the Partnership sells the Project to the
Agency, is hereby approved and the Chairman (the "Chairman ")
And the Secretary'(the "Secretary ") of the Agency are hereby
authorized and directed, tor and in the name of the Agency,
•
to execute the First Installment Sale Agreement in suostan-
tially the form
•-
hereby approved, with such non- substantive
changes therein as the officer or
j{
officers executing the
same may approve, such approval to be conclusively evidenced
by the execution and delivery thereof, and are further
authorize.t and directed to cause said First Installment Sale
•
Agreement to be recorded in the official records of River-
side County.
•'
Section 3. Ap22intment of Trustee. Seattle -
First National Bank, Seatt e, Was ng-n ton is
, hereby
appointed as Trustee under the Trust Agreement (th
"Trustee")
for the Agency and the owners of the Certifi-
-
cates, with the duties and powers of such Trustee as are set
forth in the Trust Agreement.
�•
Section 4. Trust Agreement. The proposed Form
-,
of the Trust Agreement presents at this meeting by and
between the Agency and the Trustee is hereby approved and
r'
the Chairman and the Secretary are hereby authorized and
directed, for and in the
,
_
name and an behalf of the Agency,
to execute, acknowledge and deliver to the Trustee the Trust
Agreement in substantially the form hereby approved, with,��
such non- substantive additions or changes as the officers
executing the
•
same may approve and which may be consistent
with the Purchase Letter hereinafter roferred to, such
$�
approval to be conclusively evidenced by the execution and
delivery thereof.
r
`
Section 5. Form of Certificates. The forma of
the Certificates
-rc
as set orth n the Trust Agreement as pre -*
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71 .iy :.;.�:$`: - 'r`,('� '�i'�,r� "q.'xy t. J::r •t*.j � . _ .rt`r .. ��v�....c- >ir;�i.� a .j�yy
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r•' seated to this meeting are hereby approved and the Trustee
is hereby authorized and.directed to execute and deliver the -
Certificates in either temporary and /or definitive form in
the aggregate principal amount set forth in the Trust Agree- -
ment and all in accordance with the terms and provisions of
the Trust Agreement.
Section 6. Second Installment Sale A reement.
The form of the Secon Insta ment Sae Agreement (the r'
"Second Installment Sale Agreement ") as presented to this .5
meeting by and between the Agency and the Developer, whereby `•
the Agency sells the Project to the Developer, is hereby
approved and the Chairman and the Secretary are hvre:y =
authorized and directed, for and in the name of the Agency,
to execute the Second Installment Sale Agreement in substan-
tially the form hereby approved, with such non - substantive
changes therein as the officers executing the same may
approve, such approval to be conclusively evidenced by the
execution and delivery thereof.
Section 7. Second Assignment Agreement. The
form of the Second Assignment Agreement (the -second assign-
- went Agreement ") as presented to this meeting by and between
the Agency and the Partnership, whereby the Agency assigns
Its rights and interests under the Second Installment Sale
Agreement to the Partnership, is hereby approved and the
chairman and the Secretary are hereby authorized and
directed, for and in the name of the Agency, to execute the
Second Assignment Agreement in substantially the form hereby
approved, with such changes therein as the officers exe-
cuting the same may approve, suet approval to be conclu-
sively evidenced by the execution and delivery thereof.
Section S. AOal nment of Deed of Trust. The
form of the Assignment o Dee o Trust (the "Assignment-)
as presented to this meeting by and between the Agency and
the Partnership, whereby the Agency assigns its rights and
interests under (1) a decd of trust given by the Developer,
as trustor, to the Agency, as beneficiary, and (ii) certain
i" other agreements and• documents referenced therein, all to
the Partnership, is hereby approved•and the Chairman and the
Secretary are hereby authorized and directed, for and in the
name of the Agency, to execute the Assignment in substan-
tially the form hereby approved, with such changes therein
as the officers executing the same may approve, such
approval to be conclusively evidenced by the execution and
delivery thereof.
�• Section 9. Agency Agreement The form of the
s Agency Agreement (the Agency Agreement ") as presented to
this meeting by and between the Agency and the Developer, r
-4 _ - d
47� ,�i1YiL..y- S,r..�T.33�iS`2✓.�. �Ya. ��rF�- ,.— '. -` -
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whereby the Developer agrees to construct, or cause to be
constructed, the Project on- behalf of the Agency' Is hereby
approved and the Chairman and the Secretary are hereby
authorized and directed, for and in the name of the Agency,
to execute the Agency Agreement In substantially the form
x,01
hereby approved, with such non-substantive changes therein
as the officers executing the same may approve, such
approval to be conclusively evidenced by the execution and
delivery thereof.
ca
Section 10. Sale and Delivery- 0 C rifiteR.
The sale and deJivery or the certiri rates -W-Ve-1-5- Fargo
Bank, N.A. ("Wells Fargo"), pursuant to the terms set forth
in the letter of Wells Fargo (the "Purchase Letter") on file
with the Agency is hereby approved.
Section 11. Amendment of Inducement Resolu-
tion. Resolution No. RA85-01 of the Agency, as amended b
Resolution No. RA85-01A, is hereby amended to delete retez -
ence to A. H. Reiter Development Cool a California general
partnership, as the developer of the Project, and to nane
August H. Reiter III, an individual, as the developer.
Section 12. Acceptance of Allocations. The
Agency hereby accepts an approves t trans era Prom the
Cities of Rancho Cucamonga, Brawley and San Jacinto of their
1985 Private Activity Bond Limits, in the aggregate amount
of $4,568,000
Section 13. Requisitions. The Chairman is
hereby authorized and di7e_c_t_ecT to—execute one or more requi-
sitions authorizing the Trustee to pay the cost of issuing
the Certificates from the proceeds of the Certificates pur-
suant to the Trust Agreement.
Section 14. Otter Acts. The officers of the
_r1 e& and directed, jointly and
Agency are hereby autFo_ z
severally, to do any and all things, to execute and deliver
any and all documents which in consultation with the Staff
and Spicial Counsel, -they may deem necessary or advisable in
order to consummate the Issuince, bale and delivery of the
Certificates, or otherwise to effectuate the purposes of
this R b esolution, and any such actions previously taken y
such officers are hereby ratified and confirmed.
Section 15. Special Counsel. The law firm of
Best, Best & Krieger is hereby retained as Special Counsel
on the terms set forth in their proposal letter on file with
the Agency.
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Section-15 _'Effective Date. This Resoluilow-
shall take :effect' iminedi—a—te ry--u----on adoption.
ADOPTED this 'G'th day of November, 1985.
Chairman of the Redevelopment Agency
of the City of Rancho Cucamonga
ATTE5'T:
Secretary
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CITY OF
EDEVE LOPM E.NT • AGENCY
STAFF REPORT -
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DATE: November 6, 1985
TO: Chairman and Members of the Redevelooment Agency
FROM: Jock Lam, AICP, Deputy Executive Director
BY: Lirda D. Daniels, Senior Redevelopment Analyst
SUBJECTt ANNUAL REPlJRT OF REDEVELOPMENT AGENCY ACTIVITIES FOR
BACKGROUND: The Health and Safety Code, beginning with Section 33080, requires
every } eve opment Agency to file in Annual Report of its activities within six mx:ths
of the close of the fiscal year. The report Is required to contain certain areas of
Information which are specified In the legislation. Briefly, these Information areas are
itemized as follows
• Activities which Involved participation by the Agericy in FY 1983 -84
• Comparlson of actual Agency achievements with the work program pools
Identified in the Annual Report for FY 198243
• Proposed work program goals for FY 1984 -85
• All activities of the Agency which affected housing
• Suggestions for needed legislation
• A copy of the Audit Report for FY 1983 -84
While annual report is required to bb filed with the State within six months of the
close of the fiscal year, there is no penalty for not complying.
EVALUATION: In preparing the 1984.85 Annual Audit of Agency activities and finances,
sta was ma a aware of tho fact that an Annual Report for FY 1983 -84 hod not been
filed with the State. In order to rectify tnis matter staff has prepared an Annual Report
for FY 1903 -8•', for the Agencys consideration. This Report has been prepared In
accordance with the legislation that was In of feet at -the time. The Report contains all
of the appropriate information regarding the Agency's activities for FY 1983.84. Once
the Report Is accepted by the Redevelopment Agency It will be sent, with the necessaty
�I
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r I k
'ANNUAL MPORT'OF REDEVELOPM NT AGENCY ACTIVITIES F(;� FY
I iNE November 6, 1905
Page 2
attachments, to the appropriate Stqte cgencle.%
RECOMMENDATION: The Agency review and accept the 1983-84 Agency Anndal Report
—ore—ct7v7tTes--c-nTi—u-iForize its transmittal to the appropriate State agencies.
'ClIull, �br tte
Re3pectfull b t d
Jack Lm., AICP,
Deputy Executive Dir"tor
JL:LD:kcp
ottoeliments: Annual Report for FY 1983-84
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ANNUAL RrsoRT
REDEVELOPMENT AGENCY OF THE CITY OF RANCHO CUCAMONGA
FISCAL YEAR 1983184
TABLE OF CONTENTS
i. INTRODUCTION
REDEVELOPMENT ACTIVITIES DURING FISCAL YEAR 1983/84
COMPARISON OF FISCAL YEAR 1982/83 WORK PROGRAM GOALS WITH
ACTUAL AC*HIEVFMENTS OF FISCAL YEAR 1983/84
IV. WORK PROGRAM COALS FOR. FISCAL YEAR 1984/85
V. AGENCY ACTIVITIES AFFECINNG HOUSING
Vi. SUGGESTIONS FOR NEEDED. LEGISLATION
VII. AUDIT FOR FISCAL YEAR 1'933/84
.y
14
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1. INTRODUCTION
This Annual Report Is intended to satisfy the requirements of the California Health dhd '
Safety Code, Section 33080, as it pertains to the activities of the Agency through fiscal
year 1983/84. This repo,.' recognizes the second complete fiscal year of the Agency's
existence and, therefore, reflects more on the early planning and implementation of key
projects which hove been Identified In the Rancho Cucamonga Redevlopmer.t Agency
Plan adopted in December of 1981. This Annual Report will c..nsider the following items:
- Discussion of the Agency's activities during fl-col year 1983/64.
- `. comparison of the achievements and the goats of fiscal year 1982/83 with the
Annual Report for fiscal year 19112183.
- A work program for fiscal year 11184/85 which Includes goals.
- A description of the Agency's activities affecting housing and displacement.
- Recommendations :or needed IeSlslation to carry on proneriy a progtom of
housing and :ommunity development in California.
- An independent financial audit for fiscal year 1983/84.
IL REDEVELOPMENT ACTIVIVES DURRIG FISCAL YEAR 1983/04
During the period of July 1983 to June 1984 :he Agency participated in three major
redevelopment projects or programs. These are described w follows:
Owner Participation A reementt In March of 1984 the Agency a..d me Ernest Hahn
ompany signed an wner art cipation Agreement for the development of a Regional
Shopping Center at the intersection of Foothill Boulevard and the 1 -15 freeway. The
Agreement provided for the commitment on the part of the Agency for certain financial
participation. In return the developer, Ernest Hahn Company, would agree to build the
first phase of the six anchor regional center by November 1987. The remolnhtg
development of the regional center would occur as additional major tenants sign
agreements.
Tax Allocation Bond Isu. 04 -It In May of 1984 the Agency closed Its first Tax
ocat on and sae or at I otal of $7,750,000: the proceeds of the born.' issue went for
two purposes. A portion went to the "eglonal Shopping Center project fund account for
properly acquisition and Improvement. The remaining proceeds evere ieposited Into the
Regional Facilitles /Day Creek project fund uccount to be used for a development nt
the Day Creek fl..od control facility. The debt service on the bonds Is to be paid bac:
from the Tax Increment General fund and the Regional Facilities Pas.-Thru fund.
Sin le Fnmll�Mort�gage Bond Pr ram: The Agency began soliciting Interest in o secorol
Redevelopment Ageriey ing.e am y ,ortgcgo Bond Issue of ter the success of the 1983
Bond Issue. Because only developers with projects In the Project Area can participate
the Interest is Ilmit�d to Lewis Homes, The William Lyon Company end Marlborough
Development Corporation. Final sole of the bondr should occur In the early part of fiscal
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ANSI
: year 1984;85.
III. COMPARISION OF F15CAL YEAR 1982183 WORK PROGRAM G0.4t S WfTH
The Annual Report for fiscal year 1982183 identified three program areas to which the
Agency would devote the majority of Its efforts in fiscal year 1983184. Thal three areas
are as follows:
- Flood Control Protection - establishment Day Creek Community Facilities
District
- Vehicular Access and Clrculaticn with respect to the designs of the Foothill
Blvd /I -IS Interchange end the Ftvthill Blvd. /Day Creek Intersection
- Public Projects in Project Area in osscciatkxi with a regional shopp'my center
In analyzing the above work program goals of fiscal year 1982103 with the actual
achievements of the Agency In fiscal year 1983/84, all of r'ie goals were achieved.
IV. WORK PROGRAM GOALS FOR FISCAL YEAR 1981/85
' During this next year, the work program will consist of Implementing the projects which
hove been prioritized In the Redevelopment P1cn. Thus, protects begr.n dur! ,g the past
year will receive further Implementation and other projects will be considered as they
relate to the overall goals set forth in tho Redevelopment Plan which Include:
1. Protect old promote the sound develroment a-d redevelopment of
blight areas as defined in Section 33030 :I+rovgh 33032 of the Health and
Safety Code.
2. Assure that projects in the Agency areas provide assistance in
alleviating physical and economic barrie.s to development In the
redovelopment area.
' 3. Assure that projects within the r "oency crea are in conformance with
the City's General Plan gools.
4. Assure that projects in the Agency area provide for balanced and
orderly development.
•
S. Provide for assurance *of adequate Increment to halp finance
�t improvements In the proje. •t area.
The following Is a summary of the projects and goals anticipated to be Implernente:
during the fiscal year 1984 -85.
, Dov C:erk/Mal10 Roos PraIan: The Agency plans to assist the City in the pursuit of
the sae a r e a oos bond Issue in which the proceed- hall be used for the financing and
constriction of the Day Crack Flood Control Facility. This program will be u
continuation of the Initial establishment of the Community Facilities District b4 -1
'• approved by 0 City Council in Fiscal Year 1983184.
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The Agency involvement Jn the sale of the Mello Roos bonds, and Its commitment to the
improvement of the Day Creek Ficod"Control facility, stems from the Agency pass thru'
=k agreement with the County of Sun Bernardino. Under the agreement the Agency must
commit a certain portion of its tea, Increment revenue for paying debt service associated
with the constructio- ' reglonnl facilities. The agreement specifically mentions the
., Day Creek flood co, acilffy as cite, which the Agency wi!I participate In helping to
.. construct. Because amount of money received oy the Agency for flood control
Improvements will nx n sufficient to pay the cnncipated cebt i combination of an
Agency tax Increment y,a:ge end a per acre assessment is expe...ed.
Certificates of Participation Froaroms As a means of errouroging quality Industrial
o co end commercial projects The Agency plans to get pore Involved with the Issuance
of this form of tax exempt financing. Acting on developer requests and applications, the
Agency would act as the condpit for developers receiving tax exempt bond financing.
V. Au t1CY ACTiVIT105 AFFECTING HOUSING
' The Redevelopment Agency, In compliance with California Redevelopment Law, sets
aside 20% of Its tax Increment revenues in or..er to provide programs and /or Im:entives
which Improve and Increase the communities' supply of affordable houslog. At the
present time the funds are allocated hosed on developer requests. It Is anticipated,
howe „er, that a more formal work program will be developed by the Agcn, / in the next
fiscal year.
In Fiscal Year 1983/84 the Agency entered Irty a Developer Agreement with Colmork
Devclnpment to constuct c scram citizens opo.iment complex in the City. Under the
Developer Agreement the Agency would relaburse the developer from the Housing Fund
for cults for certain off -site Improvements connected with the project. These
improvements include a storm drain facility and off -she street improvements. In
exchange for this assistance the developer would provide 704 of the 233 units to senior
citizens of low and moderate incomes. Although no funds are expected to be disbursed
until FY 84/G5 the Developer Agreement does provide for the commitment between the
Agency and the developer.
v The Agency has pursued another affordable housing assistance Incentive which does not
require ony monies of the Hwsing SO Aside fund described above. This Incentive is
described as follows:
In fiscal year 1983/84
issue was not sold until FY 1984/85 (August 1984) the majority of the work efforts were
accomplished In this fiscal year. The bond Issue amount was 5211375,000. The program,
Issued under the provisions of Senate Bill 99, provides low Interest mortgage loans to
first time home buyers. The bond proceeds will be utilized by three developers aml
shwld assist approximately 225 first time home buyers.
Vl. SUGGESTIONS FOR is FDED LEGISLATION
At the present time the Agency has no suggestions for needed legislation with regards to
Redevelopment.
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VIL AUDIT FOR FISCAL YEAR 1983/84
rG
In accordance with California Health and Safety Code, Section 33080.1(x), the'
Zc. Redevelopment Agency hired the firm of Lance, Soil, and Lunghard, Certified Publio•
Accaintants, to complete an examination of the Arwncjal records and transactions of the
Redevelopment Agency of the City of Rancho Cucamonga for the year ending June 30,
1984. This financial audit, as prepared by the auditor and submitted to the ..
�3 Redevelopment Agency, Is attached ns part of this report.
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CITY OF RANCHO CUCAMONGA-
REDEVELOPMENT AGENCY
STAFF REPORT
DATE: November 6, 1985
TO: Chdinaun and Members of the Redevelopment Agency
FROM: Jack Lam, AICP, Deputy Executive Director `^
BY: Linda D. Daniels, Senior Redevelopment Analyst
SUBJECT, ANNUAL REPORT OF REDEVELOPMENT AGENCY ACTIVITIES FOR
BACKGROUND: The Health and Scfety Code, beginning with Section 33080, requires
eery Redevelopment Agency to file on Annual Report cf its activities within six months
close of the
fiscal
year. For this reason,
Annual Report will differ slightly from previous reports in the type of Information ad
content. The report is rrquired to contain certain areas of Information which are
specified in the legislation, Briefly, these new Information areas are itemized as follows:
• Activities which involved prrticipation by the Agency in FY 1984 85
and a description of the revenues end indebtedness of the Agency
• Comparison of octua' Agency achievements with the work program
90013 Identified in the Annual Report for FY 1983 -84
• Proposed work progrom goals for FY 1985 -86
• All activities of the Agency which affected hoesing.,
• A copy of the Audit Report for FY 1984 -85
o An opinion, from Afiency counsel regarding the Agency's compliance
with the law3 and relNlations governing redevelopment.
EVALUATION: In order to comply with the reporting requirements, staff has prepared
an nnua eport fr- FY 1984 -85 for :hn Agency's consideration. This Report has been
prepared In accordance with the amended legislation that Is In effect beginning thk
year. The Report contains all of the appropriate Infonnotion regarding the Agency s
0ctiville3 for cY 1984.85. Once the Report is accepted by the Redevelopment Agency it
will be sent, with the necessary attachments, to the appropriate State agencies. ,.,>Gt,,.
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ANNUAL REPORT OF REDEVELOPMENT AGENCY ACTIVITIES FOR FY 1983 -1984
November 6,1985
Page Z
♦• 4J
RECOMMENDATION= The Agency review and accept the - 1984.85 Agency Annual Report
Iles m authorize Its transmittal to the appropriate State agencies.
Resp etfully sub itted,
—:10oh am,
Deputy Exocutive Director
JL,LDIkop
attachments: Annual Repo{ t for FY 1984.85
Statement of Indebtedness
Opinion Letter from Agency Counsel
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REDEVELOPIAFNT AGENCY OF THE CITY OF RANCHO CUCAMONGA
FISCAL YEEM 1981185
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I. INTRODUCTION
II° FISCAL S %ATEMENT FOR ACTIVITIES DURING FISCAL YEAR 1984/85
N
�•
` ANNUAL RL•PORT
REDEVELOPIAFNT AGENCY OF THE CITY OF RANCHO CUCAMONGA
FISCAL YEEM 1981185
TABLE OF CONTENTS
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I. INTRODUCTION
II° FISCAL S %ATEMENT FOR ACTIVITIES DURING FISCAL YEAR 1984/85
�•
III. COMPARISON OF FISCAL YEAR 1933/84 WORK PROGRAM GOALS
WITH ACTUAL ACHIEVEMENTS OF FISCAL YEAR 1984/85
IV. WORK PROGRAM COALS FOR FISCAL YEAR 1985186
V. AGENCY ACTIVITIES AFFECTING HOUSING
'4
VI. AUDIT FOR FISCAL YEAR I9 °4 /CS
•
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VII. AGENCY COUNSEL OPINION j ETTER OF COMPLIANCE WITH LAWS AND
Yp
REGULATIONS
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1. INTRODUCTION
This Annual Report Is Intended to satisfy the requirements rf :fie California Health agd
Safety Ccde, beginning with Section 73080, as It pertains to the activities of the Agency
through fiscal year 1984/85. This report and Its contents differs slightly from previously
prepared reports due to recent changes in the legisiatiae This repert recognize file
tn:rci compete fiscal year of the Agency's existence ant will consider the following
I tams:
- Discussion of the Agency's activities during fiscal year 1984/85. This discussion
Includes a description of the revenues and Indebtedness of the Agency.
- A comparison of the ochievements of fiscal year 1984/85 with the goals outlined
in the Anruol Report for fiscal year 1983/84.
- A work program for fiscal year 1985186.
- A description of the Agency's activities affecting housing and displacement.
- An Independent financial audit report for fiscal year 1984/85.
- An opinion from Agency counsel regarding the Agency's compliance with the
laws and regulations governing redevelopment.
IL FISCAL STATEMENT FOR ACTIVITIES DURING FISCAL YEAR 1984/85
During the period of July 1984 to Juno 1985 the Agency participa'ed In three major •
development projects or programs. These are described as foltowsr
Da Creek/Mello Roos Pro ram: In an effort to relieve flood hazards In certain portions
o
7t Re, ty the a ve opment Agency. worked closely with the Clty, the County of Son
Bernardino and various property owners to establish a Community Facilities District In
fiscal year 1983/84. From the Dlstrtct's establishment the Agency continued to
participate with the other parties Io structure an $18 million bond issue whereby the
proceeds will be used to consinxt a major flood control facility. During fiscal year
1984/85 the bulk of the work In preparation of the snjicjpcted.bond sale was completed
As port of the bond structure the Agency Intends to commit a certain portion cf Its tax
Increment revenues towards debt service on the bonds. This Agency contribution will
help to- reduce the per acre special assessment to the propert/ owners. Although the
bond issue has not been sA as of June"30, 1985 the Agency anticipates that It will close
In the first few months of fiscal year 1985/86. Formalization of the Loan and Pledge
Agreement of Agency tax Increment revenue Is expected to occur during this some time
frame. Numerous new jobs will be created due to the Agency's participation In this
program.
Certificates of Participation: During faecal year 1984/85 the Agency received five
Trnoneing applications for Uer IIficate programs. These five applications represent close
to $20 million In tax- exempt issues and the proceeds, once the Issues ore sold, will be f,
used to finance 172,000 square feet of commercial /indus:rlal office space, 45,000 square ,
feet of commercial /retail space and a 64,000 square foot medical facility for the "
mentally disordered. A tutal of 687 jobs are expected to be created once these projects
are developed.
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M� a e Revenue Bond Pro rams -The Agency has continued to participate in the Singg-le
Family as ant a 71r ortgoge avenue Bond Program under SB99 legislation. 1,. llscal
cl sed a4$21,35')00 bond closed Issue which Inv8olved three separate developers. In Aprril1985
the Agency, through a Joint Powers Authority (JPA), completed a $22,074,000 Issue. The
Redevelopment Agency of the City of Rancho Cucamonga was one of }our elites In the
JPA. One developer was Involved and the amount available to Rancho Cucamonga is
approximately $5 million. As a result of the Mortgage Revenue Bond Program, the
Fem bility Study showed that approximately 700 construction jobs will be needed during
!, the expected two year building period for both the 1984 and 1985 Issues.
A fiscal analysis of the Agency is shown, in part, on the attached Statement of
Indebtedness. Briefly, the total outstanding Indebtedness for the Project Area, as of
June 30, 1985, was $26,292,765. This total debt is a combination of looms from the City,
Interest on the loans and the total payments of the Tax Allocation 84 -1 Issue over the 20
year life of the bonds.
In fiscal year !984/85 the Agency received a total of $2,491,676 in tax Increment
revenue. The majority of this revenue is used to pay existing deht obligations. The
Agency Is also required to set wide 20% of the tax increment received pursuant to
Section 33334.2 of the Health and Safety Code.
There are two special districts which receive direct payments from the Agency when tax
increment is received. These two districts, Cucamonga County Water District and Chino
agreeme tsl %'later the ProJhecreceive ea was forme Pursuant These to executed
payman [tore
• used by the districts to meet capitol and bonded Indebtedness oblinations. In fiscal year
1984/85 a total of $164,406 was paid to these special districts ursuant to Section 33401(b)
of the Health and Safety Cade.
III. COMPARISON OF FISCAL YEAR 1983184 WORK PROGRlu GOALS SMITH
ACTUAL ACHIEVEMENTS OF FISCAL YEAR I /85
The Annual Report for fiscal yea, 1983/84 Identified two program areas to which the
Agency would devote the majority of Its efforts in fiscal year 1984/85. These two areas
were the Day Creek/Mello 'Roos Flood Control Focility and the Introduction of
Certificates of Participatton as on aid to redevelopment. As indicated in Section 11 of
this Report these two goal's have been achleied and carried out. In addition, tfie Agency
has carried out one of the,identlfied housing goals of last year's Annual Report by
continuing to participate in the Single FaMlly Moitgage Revenue Bond Program.
IV. WORK PROGRAM GOALS FOR FISCAL YEAR 1985185
During ihls next year, the work program will consist of Implementing the projects whiLn
have been prioritized In the Redevelopment Plan. Thus, projects begun during the pa}•
year will receive further Implementation and other projects will be considered as tt•cr
relate to the overall goals set forth in tint Redevelopment Plan which lnclvdet
I. Protect and promote the sound development and redevelopment of blight
areas as defined in Section 33030 through 33432 of the Health and Safety
1a Code.
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., 2. Ass• : that projects In the Project Area provide assistance In alleviating
;l: physical and economic barriers lu de.alcpmant In the redevelopment area •`
,* 3. Assure that projects within the Project Area are In conformance with the
,r� City's General Plan goals
4. Assure that projects In the Project Area provide for balanced chid orderly
deVelopment.
' S. Provide for ussurance of adequate tax Increment to help finance
Improvements In the Project Area
The following Is a summary of the projects and goals anticipated to be implemented
during the fiscal year 1985 -86.
Da Creek /Mello Roos Pr rem: The Agency plans to assist the City In fiscal year
in t u final p es a structuring of o Mello Roos bond sale. The bond sale Is
expected to be $18 million and tix proceeds will be used to finance the construction of a
.t regional flood control facility. The Agency Intends to commit financially to the project
by pledging a minimum of $500,000 annually towards debt service on the bands The
pledged annount will help to reduce the per acre specicl nosessmant of the property
owners The Agency will pay the minimum pledge from ., tax Increment revenue fund
�Y which Is targeted for the purpose of developing regional flood control facllities This tax
Increment fund is pursuant to the pass -thru agreement executed between the Agency
r, and the County of Son Bernardino at the time the Project Area was formed.
a Foothill Fire Protection District: The Agency will be participating with the Foothill Fire
rotect on sir ct n two o creos as follows:
1. Mello Roos District /Tax Allocation Bonds - In order to maintain adequate
levels of fire protection service within the Project Area the District Is
proposing the establishment of a Mello Roos Community Facilities
District. In conjunction with this the Ageruy is intending to sell a tax
allocation Issue In which the proceeds will be used to construct fire
protection facilities. The tax allocation Issue proposed to be sold by the
,• Agency will utilize Agency tax increment n venues, which are being held!
In a special fund, 'to pay debt service cn the bonds This special tax
:. Increment fund, and the proposed bond is,ve, is -in occordance with the
f.. Agreement between the Agency and the District of the time-the Prnject
Area was formed. The fire protection facilities the are to be
37 eanstrvctea from the proceeds of the issue will be located within the
S. Project Area and will directly benefit the Project Area _
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} The Mello Roos District s expected to be approved by the properV •�
' owners in December 1985. Once the Community Facilities District is .1 ,
operation the Agency will begin proceeding with the preparation of a h:. .r
allocation Issue for the eventual construction of fire station tocilitles
k 2. The Agency plans to cooperate with the Fire Protection District In the •-
t pvrchase of an aerial ladder truck. Through the use of for increment 'I 4
., resources the Agvicy plans to reimburse the District for the cost of the p
�. truck. The payments, p..n Interest, for the five year controct are * t!trt�.yy'0
expected to be approximately $475,000.
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OPA 84 -It In conformance with the Owner Perticipctlan Agreement between the Agency
an t s roost Hahn Co, a second phase tax allocation financing is scheduled for sprj_ng
of 1986. This second bond sale is expected to be in the amount of $5 million. T11e
proceeds will be used to assist In property acquisition and capital Improvements
associated with the development of a regional shopping mall. Once this second bo,id
Issue is completed the Agency's financial commitment to the project will be finished.
Certificates of Participation: Should Certificate of Participation financing be allowed In
T§S , the Kedevelopment Ariency Intends to act as a conduit for the financing for rM,
benefit of interested developers. As for applications which hove been received but not
yet sold In fiscal year 1984/85 the Agency plans to use its best efforts to complete the
closing prior to the end of the calendar year.
Sin le Family Mort a Bands: As a continuing effort to provide opportunities to first
t me ome buyers n enter ng 1 e home buying market, the Agency plans on Issuing a 1986
Bond Program should arfficient developer interest be expressed.
Invest. ation of the Develo ment of an Auto Plazas During Fiscal Year 1985/06 staff
nten to investigate the b ty o peat gn a auto plaza In the Projeut Arco.
Efforts will be mode to find suitable end under - utilized land In the Project Area that
could be develope ' •to an auto mall through Redevelopment assistance,
' V. AGENCY ACTIVITIES AFFECTING HOUSING
During fiscal year 1984/85 no households or families containing persons of low or
moderate incomes were displaced of moved from their dwellings as a resvit of
Redevelopment Agency activity. In addition, the Agencyy does not expect to displace or
move any low and moderate income households and fan,tlies from their dwellings during
fiscal year 1985/86.
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During fiscal year 1904/85 no dwellings housln
g parsons and families of low and moderate
Incon.. were removed from the hovsing market as a result of Agency activity. Except
k for those first time home buyers who participated in the Agency Single Famlly Mortgage
'•I Bond Progrants, no Agency assistance was provided fn, the construction, rehabilitation,
acquisition or subsidization of affordable dwelling units to penans and families of low
and moderate Incomes.
The Rancho Project Area was formed in fiscal year 1981/82 and, therefore, rm.•st comply
with Section 33334.2 to 33334.5 of the Health and Safety Code. This Section requires
K _ that an Agency set (side 20% of all tax Increment revenue received from a Project Area
for Improving and Increasing the communit )03 supply of of fordable housing. To date the
Agency has committed a portion of this fund to assist In the development of a senior
citizen project (Calmork developer agreement, reter to fiscal yeu: 1983/84 Arrival
Report).
At the present time a Howing Subcommittee is studying possible program areas wher,-
+ the Housing Set Aside furor might be used. It Is anticipated that the ultimate p:ogrcros
a' and projects will be finali.:ed and Included as part of the Redevelopmen• Agency 1986181
•4 budget review.
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VI. AUDIT FOR FISCAL YEAR I!B4/85
In accordance with California Heolih and Safety Cale, Section 33080.1(c), the
Redevelopment Agency hired the firm of Lance, Soil, G L'vnghard, Certiried.Publlc-
Accountants, to complete an axominotlan of the financial records and transoctlo,is of the _
Redevelopment Agency of the City of P.ancho Cucamonga for the year ending June'30,
1985. This financial, audit,' as prepared by the auditor and submitted to the
Redevelopment Agency, is attached as part of this report.
VIL AGENCY CIWNSEL OPINION LETTER OF COMPLIANCE WITH LAWS AND
REGULATIONS ti
In accordance with California Health and Safety Code, Section 33080.1(a), an opinion
letter from the legal counsel for the Redevelopment Agency of the'City of Rancho
Cucamonga Is attached to thl: annual report. The opinion letter indicates the Agenm's
compliance with the laws, regulations and adminbtrotive requirements which govern the '
activities of the Agency. ' . i
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Lauren H. Wasserman
�-„ Executive Director
Redevelopment Agency
>' City of Rancho Cucamonga
P. o. Box 607
` Rancho Cucamonga, CA 91730
s:
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Dear Lauren:
The Redevelopment Agency of the City of Rancho
Cucamonga is required by California Health and Safety Code
Section 33080.1 to include in its independent financial
?3i audit report for fiscal year 1985 -85 a legal opinion of the
Agency's compliance with laws, regulations and
administrative requirements governing sctivitieu of the
.e� Agency. This letter re•spondv to that regtlrement, and
includeu matters within our knowledge that existed as of and
up co and including tha date of this letter.
;is call ` went by the Agencyodur.ngetheopast yea rfhas been limitedeto
1'
specific matters as to which we were consulted by the
A ^ -ncy, and there may uxiat matters of a legal nTture which
t...ld have a bearing un the Agency's compliance with laws,
ti regulations and administrative requirements governing activ-
� itias of the Agency with respect to wtlich we hLve not been
`iiV•1' consulted. y
on June 30, 1985, and as of the dzto of this
l` letter, with respect to matters within our knowledge and to
` which we have devoted subatantive attention on behalf of the
V Agency, we are of the opinion that the Redevelopment Agency
of the City of Rancho Cucamonga is in compliancee with laws,
regulations and administrative requirements governing
a• activities of the Agency.
The information set forth herein is as of the date
�Y,, of tnis letter and we disclaim uny undertaking to advise you
E4 1 of changes which then :after -ay be brought to our atten-
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September 13, 1985
Lauren H. Wasserman
�-„ Executive Director
Redevelopment Agency
>' City of Rancho Cucamonga
P. o. Box 607
` Rancho Cucamonga, CA 91730
s:
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Dear Lauren:
The Redevelopment Agency of the City of Rancho
Cucamonga is required by California Health and Safety Code
Section 33080.1 to include in its independent financial
?3i audit report for fiscal year 1985 -85 a legal opinion of the
Agency's compliance with laws, regulations and
administrative requirements governing sctivitieu of the
.e� Agency. This letter re•spondv to that regtlrement, and
includeu matters within our knowledge that existed as of and
up co and including tha date of this letter.
;is call ` went by the Agencyodur.ngetheopast yea rfhas been limitedeto
1'
specific matters as to which we were consulted by the
A ^ -ncy, and there may uxiat matters of a legal nTture which
t...ld have a bearing un the Agency's compliance with laws,
ti regulations and administrative requirements governing activ-
� itias of the Agency with respect to wtlich we hLve not been
`iiV•1' consulted. y
on June 30, 1985, and as of the dzto of this
l` letter, with respect to matters within our knowledge and to
` which we have devoted subatantive attention on behalf of the
V Agency, we are of the opinion that the Redevelopment Agency
of the City of Rancho Cucamonga is in compliancee with laws,
regulations and administrative requirements governing
a• activities of the Agency.
The information set forth herein is as of the date
�Y,, of tnis letter and we disclaim uny undertaking to advise you
E4 1 of changes which then :after -ay be brought to our atten-
�ARA`iT.C..i'4'.Ri "•]ii1�i,. C„1.: >L'.rNit �+`.. �- -.
'3
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BEST,BEST G KRIEGER
Septemb ^r 13, 1985
Page 2
tioa. You are authorized to include this opinion letter as _
part of the report required by Calif..rnia Health and Safety '
Code Section 33090.1.
Yourincerely,
s s
o�S hn E., Brown of
�r Best, Best r Krieger
Counsel, Redevelopment Agency,
City of Rancho Cucamonga
JEB,eke
JE30168C
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CITY OF RANCHO CUCAMONGA
REDEVELOPMENT AGENCY
STAFF REPORT
�1
DATE: November 6, 1985 y
TOt I- hoirmars and Members of the Redevelopment Agency
FROM: Jack Lam, AICP, Deputy Executive Director
BY: Linda D. Donlelst Senior Redevelopment 4nolyst
SUBJECT: INOUCEMEIJT RESOLUTION FOR PROPOSED 6800300
LONTINEN
FiACKfROsDJDs At Its meeting of June 19, 1985 the Redevelopment Agency reviewed a
request or a proposed Certificate of Participation financing program. The Program, rn
Proposed by Continental Care Incorporated, is for a 64,000 sq. ft. medical focllity
proposed The Hied cal fac facility acres at proposed the o contain a !30 bea corner nursing afaacand y for
the mentally disordered, a five suite out- potfen• clinic and a 60 -bcd board and care
facility.
A' the tine the financing opplicetiatt wa+ reviewed by the Agency In June the project
had not completed Its development review proces.dng, which included approval by the
Plarning Commission of the development rev6tw and environmental assessment
assoclated with the project. For this reason the AS;ena.y determined that the financing
application review end consideration of the Inducerient Resclution should be delayed
until after the Planting Commission had the oppertt•nity to review aad'comment on the
project.
The Plonning Commission, oa October 23, 19P5, approved the environmental assessment
and development review, 'with conditions, for the medical facility proposed by
Continental Core Incorporated. For :M Agency members' convenlenc &, a cvPy of the
Planning Commission staff report end a draft of the Resolution approving the"jroject are'
Included in this report.
EVALUATIOM The project use and Program size Is one which is eligible under a
ert cote o 7Participation Issued by the Agency. As Indicated In previous reports for
Certificate financing, the Agency Is under no Ilobliity regarding the construction or the
Payments of the Certificate obligations. All financial responsibility rests with the
cPplicant and th II
e o era program must be secured by an m.,ceptchle credit enhancement.
�•I
UU
,
x INDUCEMENT (RESOLUTION /CONTINENTAL CARE INCORFORAT
November 6, 1985 '
Page 2
r .
M
At the present time the City of�yancho Cucamonga Fns not recetyed sufficient prlvoie
activity bond allucation f{oa( 1he State or any other local agency o servica this
t request. As with previous Cartificate opi• zatlons, It is the ap Itunt(A responsibi0ty to
' a secure the necessary atlocutlon for This pr6leet'3hould on Irtducemanf F�6ofution be
adopted Should the applicant be lmchle to obtain Iles heealvirv>, tr"fer, from either the
State, Coun•y or other local govornmunt, it will hot t:e possibI I for the Agency to service
this Certif [cote request.
To date stoff S Information shows Ihat the Slatewlde I jeaf lh and Plann[ng Agency has not
(:sued a Certificate cf NeiM to Coritlnerital'Cntil Ihtiop lg an
rated, di y other health
F for this type of facility. However, the Ay I, as (ndicafe9 that a need for a
` 130 bed skilled ours ng faclllty does exist within the area.
Attached to this staff report Is o copy of the financing applieailon which Wei t6viewed
by the Agency at the Jump' 19, l985 meeting. Th'; applicotfan Iontalns all of the
sup,.lementul information wbmiticd by the f since the time the Initial
epplicaticn was submitted (May 16, 1985) and n,w, _
r RECOMMENDA:IONs The Iriducement Resolution has been attached for Agency's
optioT on u t fM the request op ropriata
Re tfuliy submitted,
r
I
Deputy Executive Director
JL:LDtkup
aticchmmt.r Resolution
a Location Map
r October 23, 1985 ?tanning Commission Staff Report
;. finorrcing Application
i�
A.
3.
i%1.'1{Dtt_fi' u's'.^�°.. _ .rL r ;, e.,• .;. }. Y- ?.'w'3 N!
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DATE:
TO:
FROM*
BY:
SU3JECT:
— CITY OF RANCHO CUCAMONGA
STAFF REPM
October 23, 1985
Chairman and Members of the Planning Commission
Jack Lam, AICP, Community Development nirector
Howard Fields, Assistant Planner
ENVIRONMENTAL ASSESSMENT AND nEVELOPM-eNT REVIEW 85 -27 -
CONTINENTAL CARE — The development or a psychiatric
hospital leclTTty consisting of 75,865'square feet,cn 6.1
acres of land in the industrial Park'District (Subarea 7)
located on the southeast corn-, of Hhite Oak and Elm
Avenue - APH 208 - 351 -15.
I. PROJECT AND SITE DESCRIPTION:
A.
Action Requested:
Approval of a Precise Plan,
elevations, and
ssuance
of a Negative Declaration.
8.
Purpose
To construct a psychiatric hospital
facility.
C
Surrounding Land Use and Zanina_.
ort5 -
meant, n ustrial ark (Subarea 7)
Industrial
Specific Plan.
South -
Vacant, Industrial Park (Subarea 7)
Industrial
Specific Plan
East -
Vacant, Industrial Park (Subarea 7)
Industrial
Specifi: Plan.
West -
Vacant, Industrial Park (Subarea 7)
Industrial
Specific Plan. •
D.
General Plan
nations:
-
ro ect
to - RHEUM Park.
1
Morth -
In Pahk.
South -
Industrial Park.
East -
Industrial Park.
West -
Industrial Park.
E.
Site Characteristics: The site is located within
'he .raster-
planned ancio ucamong Business Park. Presently, the project
site is
vacant with few scattered weed;
and indigenous
grasses.
The site slopes from north to south
at approximately
37G grade.
The surrounding parcels are vacant
with streets and
utilities
currently in place.
yJ
Yet
LLYD
ITEM B '
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4V
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PLANNING COMMISSION'STAFF REPORT
ENVIRONMENTAL ASSESSMENT AND DEVELOPMENT REVIEW 89 -27
October 23, 1985
Page 2
II. ANALYSIS•
A. General: The project proponents envision developing a
Psych hospital facility consisting of 3 structures; a
130 -bed skilled nursing facility for the mentally disordered; a
two -story comuination kitchen /laundry, 5- office out - patient
linic; and a 40 -bed psychiatric board and care facility, with
recreational amenities including a swimming pool and tennis
court (see Exhibit "C "). The project site will be a "lock -
down" facility surrounded by a 6' high security wall with 2
access gates. This proposal is regionally oriented and will
serve a 4 county -wide area (Riverside, San Bernardino, Kern,
and Inyo Counties). The project proposal is a permitted use
and meets the physical ,*ite development requirements of Subarea
7 of the Industrial Specific Plan.
B. Geesian. Review Committee: The Committee reviewed the proposed
•
eve lopme —n ate— recommended minor changes to enhance tPe
elevations, screening of roof mounted equipment, and line -of
sight study. The Committee suggested window arches be
recessed, rather than applied trim. Also decorative treatment
to the rear wall that is consistent with the entire perimeter
wall design. The applicant responded by making changes to the
roof structure (hip roof) to screen mechanical equipment within
the attic space (see Exhibit "E, F. b G"). The windows were
revised ro address the Committee's concern of more relief and
shadow patterns in the elevations (see Exhibit "I"). The line -
of sight study has not been submitted at the date of this
report.
The project aas re- scheduled as a consent calenear item.
During the Committee's 2nd review, comments were made regarding
lack of architectural details in the drawings of the revised
elevations, entry gate and view- obstructing gate details,
details in the perimeter wall design, lighting fixtures didn't
relate to -the architecture, lack of texturized paving
treatment, roof mass vs building scale, lack of specialized
landscape treatment at entries and corners of the project site
as depicted in the separate rendering. The Committee decided
td refer the design elevations to the full Planning Commission
for review and have the applicant clarify these areas of
comment.
Technical Review Committee: The Committee reviewed and
approv t e propos deve upment subject to: fire prevention
measures to be incorporated within the building design and
provisions for secondary emergency access. The Water District
atpressed concern over the types of tredicire alit; dicricalss that
wsll be put into the sewer system, and has required the
apolicant to submit a detailed list of all chemicals and
medicine used and proof of acceptable means of solid and liquid
waste disposal.
yL1 s. �
•
4 PLANNING COMMISSION STAFF REPOT
ENVIRONNE11TAL ASSESSMENT AND DEVELOPMENT REVIEW 85 -27
October 23, 1985
Page 3
wa"
0. Environmental Assessment: Part I of the Initial Study has 'ten ~
camp eted y t e app cant. Staff has completed Part iI of the
Environmental Checklist and found that the site will generate
the security nature of thehProject. similar
the
lighting plan be evaluated by the City Planner, prior to any
Issuance of building permits for adequate mitigation of light
adversely affecting adjacent properties.
III. FACTS FOR FINDINGS: The Planning Commission must determine if the
Project is consistent wfth the General Plan and the Industrial Area
Specific Plan and
}
whether the project will be detrimental to
adjacent proper.tes Or cause significant adverse environmenta'
ja
impacts. Further, rt is not determined whether the proposed use
and site plan, together with the
recommended conditions, are in
substantial compliance with the applicable provisions the
of
Industrial Specific Plan and City Standards.
IV. CORRESPONDENCE: This item has been advertised to The flail ReRort
newspaper as a public hearing. The
property was poste an notices
advertising the public hearing were sent to all property owner;
within 300 feet
of the project site. To date, no correspondence
has been received for or against the
project proposal
'
V. RECOMMENDATION: If the Planning Commission can support the Facts
attached Resolution lutionend issuance of5a2 Negative hDeclaration owould tbe
appropriate. If the Commission should determine otherwise, then
;•
specific findings should be stated for preparation of the
Resolution of Denial.
Respectfully su
ratted,
��.
Jack Lam, Al
Community Development Director
F'
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'
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Attachments: Exhibit •A• - Location Map
f
'-
Exhibit 080 - Site Utilization
Exhibit •C" - Site Plan
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Exhibit "C" - Landscaping Plan
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.1 41
Exhibit "E' - Buflding •A• Elevation & Floor Plan
Exhibit •F• - Dutlding - Elevation
& Floor Plan
Exhibit •G' - Su11d1ng "C• Elevation & Floor Plan
Exhibit •H" - Gate Hduse & Fence Elevations
Exhibit "I• - Exterior Finishes
Exhibit 'J" - Lighting Plan
Exhibit •K• - Conceptual Grading Plan
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Initial Study, Part II
Resolution of Appruval
�� S
c ='<
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Resolution
y c of Denial /[
7
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CITY 07 EA.\CHO CUMMONCA
PART II - INITIAL Sr.'DY
E:NIkO\':0:1TAL CHECSLI:i ~
DaArTrtl_G r * iA ' :c a . � -y § ?+/.�!?r 6 Cr
r vet e- �_ i
rI EOC / nti To�ES: uTG e /a �%aX^s - z
7 ru:c
r*nfr(- sE�dX. `.� p,7�tc s= .s�e.�.r, o.✓ G /,PC
PLWEC' gr'-, ,
.M a *!i-t 1L/r-.5- _
(faplau, '.on pA "a-oo" ''&ever. >ra required on attached
shat Rs,
1. Soils a 6solo , will "'f ➢rs• >aa ;••'y
g '!ricant U:Uts in:
A Onarebld Wrourd condilt:r ^s or in charges in
geologic relationships?
b. Disruptions, displacements, compaction or
burial of the soil?
C Change in topography or grou•:d surface
contour intervals?
d. The destruction, covering or modification
of any unique geologic or physical features?
e Any potential increaiia in wind or avatar
erosion of soils, affecting either on or oft
site conditons?
E Changes in nrosion siltation, or deposition?
K Exposure of people or property to geologic
hazards such as earthquakes, landslides, mud-
slides, ground failure, or similar hazards?
h. An increasa in the rats of extraction and /or
use of any nirnral rorourco?
2. Hydroleey. Will the propasal ,have significant
results in:
YES MAYBE NO
a
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RESOLUTIO11 40. 85 -159
a
A RESOLUTIG7 OP THE RANCHO CUCAMONGA PLANNING COMMISSION
APPROVIW DEVELOPMENT REVIEW NO. 85 -27 LOCATED ON THE SOUTHEAST r
CORNER OF WHITE OAK. AND ELM AVENUE IN THE INDUSTRIAL SPECIFIC -
PLAN (SUBAREA 7) OISTRiCT
filed by DougMays /Cont nentaldCara of for review of5the above-described e- describedaproject;
and
WHEREAS. the Project f skilled n e ry for the mental ydsorerd, consists Soffice outpatient clinic,kltchn /laund
facilities, and a 44 -bed Psychiatric board and care facility.
WHEREAS, on the 23rd day of October, 1985, the Rancho Cucamong-
Planning Cortmission held a meeting to consider the above - described project.
follows: NOW, THEREFORE, the Rancho Cucamonga Planning Co7mission resolved as
SECTION 1_ That the following can be met:
1. That the proposed project is consistent with the Objectives
of the General Plan; and
2. That the proposed use is in accord with the objective of
the Industrial Specific Plan and the purposes of the
district to which the site Is located; and
3. That the proposed use is in compliance with each of the
applicable provisions of the Industrial Specific Plan; and
4. That the 11•0110sed use, together Kith the conditions
applicable hereto, will not be detrimental to the public
health, safety, or welfars, or materially injurious to
properties or imprcvements in the vicinity.
envlroreeentE 1
anlON a*a Negative project l create adverse i2
Declaration is issuedonOctober3, 1985. the
SECTION 3: That DeveluPment Review No. 85 -27 is approved subject to
the folluw ni g�ions and attached Standard Conditions:
Planning
1. Appllcant shall submit written clearance to the City
Planner prior to issuance of building permits from the
Cucamonga County Water District.
•
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pi'• }4:,. rs >:v'4i: . , _..( ;:1,, 1'ia,
S lia
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2.
Applicant shall submit proof of insurance for the pprorosed
use to. the City etanner prior to issuance of building
permits.
3.
Applicant shall submit state issued "Certificate of Need-
to the city Planner prior to issuance of building permits.
4.
Applicant shall provide 2a" box trees along project
frontage.
S.
Revised plans shall be "submitted for review and approval by
the Design Review Committee, prior to issuance of buildino
permits, to address the following requirements:
a) Provide unrnclosed seating area within open space
at south end of Building "C" and sidewrlk
connections to same.
b) Provide fountain at main project entry in the
vicinity of Building "B ".
c) Entry gaze details shat, be consistent with
quality i„dic %ted in approved renderings.
is
Provide details of decorative view obstructing
gate$ within project.
1�
e) Provide texturized (e.g. brick pavers) pavement
crossings to connect parking areas with
7•
tnildirgs.
f) Provide brick accent strip etailin in pavement
areas consistent with app oved renderings•
�•
g) Provide additional architectural detailing on
elevations.
h) Provide 0, •Mile peciaielwr wall treatment with
pilasters a concrete cap.
i) Lighting• fixtures, inctugiry parking lot, fence
and building, shall be consistent with
'
architectural thm>c.
r
J) Provide special landscape treatment at both
project entrances and intersection, including
specimen size accent trees and flowering ground
cover.
k) Provide material sample board of all exterior
materials and colors.
1) Provide gate house elevations consistent with
approved renderings.
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Eneinwrina _
03
S' 1. A Notice of Intent to ,loin the proposed
7? Landscape District thall be filed withothe Cityapriorato ,.
recordation of the map or building parmit issuance
whichever occurs first.
2. No bbitding permits shall be issued until a parcel maD has
been recorded.
APPRGVED AND ADOPTED THIS 2380 DAY OF OCTOBER, 1985.
PLANNING C"ISSION OF THE CITY OF RANCHO CUCAMONGA
BY:
Dena- T=. Stout, Chairman
ATTEST:
Jack am, Secretary
FI. Jack Lam, Secretary of the Planning Commission of the City of Rancho
Cucamongga, do hereby certify that the foregoing Resolution was duly and
Y reguiarty introduced, passed, and adopted by the Planning Cbmmission of the
C.ty of Rancho Cucamonga, at a regular meeting of the Planning Commission held '.
on the 23rd day of October, 1985, by the following vote -to -wit:
AYES: COMMISSIONERS: STOUT, REMPEL, CHITIEA, MCHIEL `
NOES: COMMISSIONERS: NONE '
' ABSENT: COMISSIONERS: BARKER
Ka
It A
.I
cy
�i
�e
4 lv y
'fit
' Office Use Only
+. Application No. 9S ---r
�- gate Received rr..,.
Date Approved _
Ij
INDUSTRIAL DEVELOPMENT AUTHORITY
OF THE CITY OF RANCHO CUCAMONGA
PROTECT ELIGIBILITY REVIEW
t<
The information requested on this form is necessary to :.recess a request
for financial assistance from the Industrial Development Authority of
the City of Rancho Cucamonga (the Authority). Fill in all the blanks
using "NONE" or "NOT APPLICABLE" where appropriate. If figures provided
are estimates, indicate "EST" after £iguio. If more space is needed
for any specific answer to a question, use a separate sheet :• The inform-
ation required may be waived at the discretion of the Secretary or
assistant Secretary of the Authority. Return two (2) signed copies with
attachments of this application to:
Industrial Development Authority of the City of Rancho Cucamonga
c/o Community Development Department
Post Office Box 807
Rancho Cucamonga, California 91730
I.
IDENTIFICATION AND DESCRIPTION OE THE APPLICANT
-
A. Company Identification
1. Official Company Names 014TINENTAL CARE INCORPORATED
Official Mailing Address: 3000 N NecArthur Blvd. Suite
600
SANTA ANA, CA 92704
-
Telephone: (714) 966 -6741
2. Business Orcanization: Corposeticn X
, Partnership_
Sole Proprietorship_, or Other_
(describe)___
Is the Company
-
t:Ji
owned by an individual
a subsidiary
f
_ affiliated directly or indirectly
with any other
organization?
�.trf«;
4fFi
a ,may ;
_f3j�•
� �
�����. f0��kl- L,,:iw:`Q.�..� °_'�,'••n: �aa :S i.. ^S_a:.. s_r _
.p ... __. t��;@9
Pega-Two
< <f = r'',`�r•1, ,•:;.._ ..
,. ,. �' a'a .° -�-: "�r`,,J,
If a corporation, list
state of incorporation CALIFORNIA
y'
and date'qualified to do business in California APRIL 1,19 3
,.
Zf a partnership, list
name of partnership
and
date of agreement
If a subsidiary or affiliated
with another company give
-
name
and brief state-
ment of affiliation or
relationship
,. 3.
Officers
Name and Nome Address
Cther Business Affiliations
President
Elizabeth A. Campbell
Campbell Associates
16582 Bordeaux Lane
Healthcare Management Co
Y
Huntington Beach, 92649
1
Vice President Robert Rattan
Continental Pacific Enterprises
•,
1561 Mena Drive 046
Santa Ann, 92707
Secretary
Jahn Carte -False
i
456 Mo -ning Canyon Road
Corona del Her, 92625E
' Treasurer
Sam& as above'-
+a
`+
V% Controller
-
i
y'
.w
.r_ut
y Directors
Elizabeth A. Campbell
Robert Rattan
k
r d:
John Carta -Falsb
'
:.�
Lpip,
�J. a�.a
y+ t4a•IcE .va -�u .'. �
� a .. ,d',•s�I��
., �?
i? Page Three " .•" Y
..',� 4. List nama'a -id home address of equity owners of 101
"`• or more. If partnership, list general and limited
Partners and interest owned by each. If trust, list
f' beneficiaries.
Name Hone Address I of Equit•
Interest Owm:dd
Ellrabeth A. Campbell Huntington Beach
Robert Rotten Santa Ana •+
_ - 33 1i 34
John Carta -False Corona del Mar _ 33 1/34
�a
i
e
S. For publicly -held corporations, show stock exchange on
Which listed. If traded over the counter, or on NASDAQ,
Please list the market makers: N/A
e
B. Company Description
1. Standard Industrial Classification (STC) Code No. of
Conpany:
2. Description of principal products and /or servicns:
Oevr(oo. construct end noerete haelih care facril+les
3. List number of current full and past -time employees,
and payroll; by skill category.
NONE
e
`'Nis. 4 &•(yb.�',..,3 -�
4 •.
F siwY `rrp }.. f
•Vi+r'flRiirk,,.sP'r!xS�.a �', - t +�A.�'•�S- F+i�a.'»71r;c �ra;.4•.�a._ -et? Vie, rY.+l
•� i
4 �
;rte
Page Fwr -
Full -time Part -time
Annual ----Zual
Payroll Payroll _
f Amount i Amount
Managamert
Ekillc� --
Semi- skilled
Unskilled
4. Description of company's physical facilities
GENERAL PURPOSE OFFICE _SUITE
5
Financial statements (attach as exhibits) Three copies
of each of the following:
A. For publicly held companies:
Copies of the annual report to stockholders for
each of the last three years: copies of any regis-
tration statements, prospectuses and 10 -R'■ filed
with the Securities end Exchange Commission within
each of, the last three yearsi and copies of the
applicant's last 10 -0 and most recent 8 -k.
B. For all other companies:
a. History and brief description of the appli-
ca::t, any guarantor, and any subsidiaries,
including type of products manufactured,
present and future markets and prospects.
SEE ATTACHED
b. Resume of management and ownerrhip, including
age, bu.siness experience, length of associa-
tion with company, salary and other compensa-
tion, anti directors with outside Affiliations.
SEE ATTACHED
c. Description of any pending litigation. i-
NONE
.+
J
a�
iJ
i,
T�
Page Five
d. Copies of audited fiscal year -end statements
for preceding three years. -
SEE ATTACHED
e. Interim financial statemonts for periods
within sixty days of the appl2cation.
SEE ATT
6. Financial P of ctloneED
Intrude a schedule showing the company's debt require-
ments and its 'ability to service same (cash flow) for
three years from the date of the bond issue. The
schedule should be detailo.i ty months the fArst year and
by quarters for the two succeeding years.
II. C014TACT INFORMATION SEE ATTACHED
A. Officer to whom all notices and communications concerning the
project should be sentr
Name: ELIZABETH A. CAMPBELL, PRESIDENT
Addres's: 3000 W. MacArthur Blvd Suite 600 Santa Ana 92704
Teleph,nv: (714)966 -6741 or, :213)592 -4674
B. Legal counsel to applicant:
Name: Edward DJany
Address: 910 E. Chapman Ave Orange 92666 - --
Telephone: (714)834 -1088
C. Principal bank(s) with :tames and phone numbers Of � contacts
there.
Name: First Interstate 21nk
,Ontact:
Address: ,r _- Phone:
Kama:
Contact:
Addresses —��
Phone:
D. Independent accountant for applicant:
Firm name: None Selected
C:,ntact:
Address:
Telephones -
�,c,T- ��'ji�'�6A'i�!'f's rr5s` -'a�. ` :k�) "•,: Y. S, •-1 ,• � '�''�
-b
r
cs
Paco Six
E As a conditicn of the project agreement the Authority nyy
request the independent certified public accountants of the
applicant to furnish a comfort letter covering the pdritd
from the last report date until
transaction. the closing of the bond
As
CcmpanY's independert certified public. accountants to
annually, in connection with their examination of financial
statements, furnish a letter of ccmpltance with the project
agreements end with the company's repreesentutigns on in-
creased employment.
III. DESCRIPTIL.1 OF THE PROJECT
A. Project location a,d site infurmation
-. Address Corner of White Oak Avenue d Elm Avenuo
Rancho Cucamonga Business Perk
2. Size of sites 6.1 Acres
3. Deacrintion of current improvements on the site,
including age, use and size; ineluda pictures, if
avail:,ble:
Improvements eonsls--------t -- of
- -- r..reto curb and gLtrer with • `
eecr dJ en? st t with utilities "sralied• No ImDrovomen!s
on sito Itsel.'.
<• Estimated uee£..7 ia_e of buildings and /or equipment;
- 30 Years useful life of buliding,
•15 Years useful life of oqui ment '
3• Brief exllanation why
Y Applicant is Undertaking pro0� .. a•'
t Ilcentrs business Interest Is In the area o1 4
Drov f'
1•eDl to ce re feel` It_ _ =for use by +he of der ly and the - +;
mental hoel:h cl;ent.
yt?
�r
FtIXT
page Seven ,
B. Ownership
® 1, Does Applicant awn 3ito7 as % no. ,
2. If no, describe lease arrangerents, options or other
evidence 'p! Applicant's permission to use site, -or
Plans to -&quire site.
AprIlcanr het a purchase agreement with the Darn
Corp, ,
Soo Attached Letter of Agreement
3. Plealt attach copies of any credit agreement, debt
indenture or other instruments which in an way limit
Applicant's indebtedneae or. affect the sale, leasing,
acquisition or use of property or Applicant's proposed
3peratlons at the project,
4. Nina and address of broher(s) involved, if applicable:
'Coldwell Banker, Richard Loo (714)986 -2525
17070 Castleton St, Suite 300 City of Industry 91747
C. Proposad Project
1. Type of project (raw facility, expansion, renovation,
or acquisition) des:ribc in detail: Now Fac Ity.
PrnJect consistsof a attached three building complex,
r
skilled nursing lacllity fur the mentally disordered,
130 bads; 5 suite out - patient cilnlc, and 60 bed board
hosDltal for psYChietrlc patients. Fol s �as• '
a f h
2. Estimate time required for construction : See Attached Schedule,
Starting .1ita to L 198'S Completion date July 1986
3. Principal proe,icts, uses and activities to k -u financed
(include f3!•; Cods) c
,
Soo Services Description. i
D• Eligibility of project uses - A statement of eligibility of
the project for financing under Section 91503 of the Act, ,-
Attach a letter from bond counsel attesting to the project's,';
eligibility!
,ASS }.. .ii:; �• }, - ,,;., ,.�s•.. /p %� ;.,- ��.Ji79, f,
,.4k CiLN.n.C, Mt= i7L ?c+5di.`.�s
Page Eight
E
i
F.
G.
1. Project is for irdustrial uses as described in
!\
paragraph(a) (1) of Section 91503, and /or for energy
`1
conservation uses as described in paragraph (a)(2) of
Suction 91503. a
2. A statement that the project is not for the uses de-
scribed under paragraph (b) of Section 91503.
3. Any covenants or bond Corms restricting th_- use of the
facilities or property.
'
Public P.pprovals /Permits
Have all rec:ired permits, licenses and other public appro-
vals, (EIR, conditional use permit, •lenera: plan compliance,
public works, zoning, local, state and federal regulations)
been obtained? ��yes x no. If no, pleases show
statue and expected resolution or ncompleto activity.
Applicant has had control of the site for appruximatoiy 2
weeks'. All rovlewsnectsrary will be obtained. The zoning
slfxX�RAw xl(iA+pilflR(%iAl{$3F,V�,}JQd Is anorn•r�inte ins +his
Is a design and technical review by the City, and by the Fire
Debt. and local utility Provleers. All other perm,fs Issued bo
Bond Counsel on proposed project, the Stets.
Firm names Orrick, Herrigton b Sutcliffe Diane Potter
Addrossr 599 Capitol Mall, 12th F1. Sacremonto�_ 95814
Phonon ( 91814 47 -7752
Please indicate the estimated capital expenditures during the
'
last three years which were dude in the political juris-
diction (city or unincorporated county), of the proposud
proje =t for facilities used by the A plicant, or any other
proposed occupant of the project NOME
Were any of these expenditures financed by issuance of
industrial develo-,+ ^ant bonds? _yes _no, .
If yes, please describe:
w.+LX.•a�ia�it.i`9.. o-.., �... it '• \. _ � :!m, .. :- *.f :...,b.nll�
,
1
z»
F
Page Nine
H. Has the applicant used industrial development bonds to
:inance projects anywhere in the U.S.? Yes_ No
Officer of the corporation hna,
What is the total amount of all such bonds issued -o�,
currently pending? $ 3.1 Mfillon Cit of 5 arks Nevaee
IV. COSTS OF THE PROJECT
State Lhe costs necessary for the acquisition of the site Ind
construction of the proposed project together with any nachinery
and equipment in connection therewith, Including utilit`ea, access
roads, and appurtenant facilities.
A. PRICE OF EXISTING LAND AND BUILDINGS
1. Land 5_I.S27.�i67
2. Building _
3. Fees and other charges $ --
related to this sale --
Total s 1.527,867
B. CONSTRUCTION COSTS
1. Architectural and engineering $ 129,000
3. Mat � Const. Related $ 216.950
4. Labor $
S. Paving and Landscaping 5
6. Utilities connection
7.
Miscellaneous Miscellaneous (itamize)
See Attached
Attached _
Total $ 2,416,950
C. MACHINERY AND EQUIPMENT
New
i- Invoire cost $ 269,000
2. Installation
3. Miscellaneous (Itemize) s'- ---' --
Used Total $ 265_ ,000__
I.— Invoice cost $
2. Installation
3. Miscellaneous ( itamize) $
Total $
D INTEREST DURING CONSTRUCTION (From Ten Months 730,00C
E, FINANCING, LEGAL, HISCELLhNEOUS IPLEASE SPECIFY) $_2,054,028
P. CONTINGENCY (if appropriate)..........,
TOTAL PROJECT COST ......$6,973,645
r
Page Ton t>'
MAXIMUM AMOUNT OF IDE FINANCING REQUESTED F
- 6 8 M i
n
a
$ 11lon
a t�
Notes Project testa may not include working capital) moving -
expenses; inventory financings or assumption, repayment, or •.y
rofinancing of existing indebtedness other than construction
loans.
,1
V. DESCRIPTION OF THE PROPOSED ISSUANCE OF THE BONDS �
A. Type of placements Private&
Publics x
Negotiated:
B. ?reposed terms of the bonds 30 years.
C. Indicate method of financings
1. Loan of bend proceeds by Authority to Applicant _
2. Lease of facilities by Authority to Applicant _
3. Installment sale of facilities 1�y Authority to
Applicant
Other
0. Indicate the collateral for the bonds and the method of
payment; identify revenues to be used for debt service:
Collateral for the bonds will be a first Tian on the property
and a securliv Interest In the .ross revenueb for the 'Ife of the
E. Identify the proposed purchaser of the bonds, underwriter or issue:
placement agent fox the Applicant:
Name of purchaser: Buchanan d Co.. Inc Ron �
Officer or partner: Ron MCAnully
Address& 129 north State Street. Jackson. Miss 39205- i
Telephone: (800)752 -5993 or (601)948 -4100
Attach c copy of tentative commitment letter from such
Prospective purchaser or tentative agreement with underwriter "1
r placement agent. =,i
t >
'A
J
1?; ?i5vy',, CJ:. ' +,.`A•L�St�i�`t:3.N1�'i"a.Cr_' v
S•
e
ti
:'t ,a '�;
Page Eleven
.
F. will the bonds be issued in exchange for one or :ale
outstanding Lands, or similar
claims, or partly In such
exchange and pertly for cash or property?
_eyes __no
If yes, describe exchange or refunding._
VI. DESCRIPTION OF PUBLIC BLNEFIT3
toncriteriaico contained in Se Section
9 502.1 Ilf applicable, lnforrat
tion in this beatien is to be ?Ivan for both
the Applicant and sll
other entities that will be principal users of the facilities).
A. Employment benefits
1. Indicate full -time employment and payroll for varSeua
categories:
At Project Upon Completion 1 Year After 2 Years 1 ".ter
#Ste Today of
Com lotion Completion
M $
a a S. _
Management
Skilled
semi- skillad
Unskilled
€
Total
2. If part -time workers will be employed, 'attach dascri
Lion as above. p-
3. Estimate, if APP) cable, .d increased employment ' ar,
payroll related
service
service fields due to the comple-
in of
tion
,
:'t ,a '�;
Pe
ge Twelve
' i. Indicate, if applicable, anticipated impact o- the
' -" proposed now jobs on problems of severe unemployment or •'
the hardco:o unrnplcyed, ,
5. Documant, if applicable, that
the completion of the
project will retain jobs that would otherwise be lost,
1 B. Resource Conservation (if applicable) N/A
1. Explain and document any estimated conservation of
energy, mineral or natural or cultivated resources
arising out of the project.
2. Explain and uocument any reduction of waste, improvement
of recovery or intensification of utilization of ro-
sources that otherwise would be leas intensively uti-
lized, wasted or not recovered.
C. Consumer benefits (if applicable)
;•. 1. Explain and document the improvement of quality or
quantity of products, energy or related services by
virtue of completion of the project.
D. Other Benefits
1. trill project contribate to the improvement of detri- •
mental al.vironmentnl factors? e
yes, attach description. as __.2i _no If
2. will project contribute to the revitalization of a
deteriorated area or will it increase aconomic useful_
description. of an areal x yee _no. It yea, attach
descc ription.
3. Estimate any increased local and state taxes, fees and
other revenues due to the completion of the project.
d Estimate any decreases of public service costs by virtue
`• Of completion of the - roject (such as decreased welfare
• „' or unemployment costsj.
z.
VII, A DESCRIPTION OF ANY PUBLT_C DETRIMENT FROM ISSUANCE OF BONDS •)
'v X D11,
A. Emp�oyment dSeplacemont - will the completion of the project'
contribute to job displacements (such an resulting from site
6 clearance or demise of competing firms? _yca
If yea, attach description. _ _ j_no.
)` r
4Z 'l Ae' ,
W 1 ",•
�t ?� ,��k��.}�SYA? a�L,te:c:'x'Z + >i�2i� �`ia: •iu• :`4. c`. x•v,�R�U `:i:3:�?,`SP iT,.+
3
s:
fi
ti
r'
rh,
M
Page Thirteen
r
B. Energy, mineral or natural or cultivated resource impact will
the completicn of the project lead
to increased utilization
of scarce resources? x
eyes no. I!
description. ---. Yes, attach
1. Estimate of increased utilization
of xasources.
2. Estimate of increases in cost to the public due to
increased utilization.
C. Does construction of the project, or completion of the
project have any adverac
environmental impacts, including
nlyscription,disposal7
attach —yes , x no. If yes,
1- Esllimato of environmental impacts.
2• reP . p`rts copies Of any' required environmental impact
D. Economic impact on the city; vounty and /or state.
1. Estimate types and ccsts of new public services required
by the project.
None foreseen.
2. analysis of the costs to the city, county and /or state
for public improvements
including utility, street
improvements, traffic control enhancement,
and the cost
of financing such improvements.
No estimate
VIII. A DESCRIPTION. IF APPLICABLE, OF THE STATEIIDE SIRE AND LOCATION
F 7 E '�R' 1�fi�diJS'
O
prxnclpe users
ne u ing rn ate persona and
N/A
A. A listing of the current statewide operation: of the Appli-
cant including size, location,
payroll. number of employees and
B. A listing of the stat.ealde operations of the Applicant upon
completion of the project, including
nize, location, number
0f employees and payroll.
.,
No estimate
C. A listing of the sta'ewide operations of tho Applicant two
l+l
loaationitnumbermofeemployees and ayrolit• including size,
P y No estimate
D. Relocation - If financing fo
facility within the
state of California documentation that
the relocation is due to
"a,y
one of the following;
N/A
y�ti,�Y,h,ki ✓��`fP ll f'i9J.V`'Y,riall?k.�t. ( .f �� '
� a4"
•Page Fourtee+,
:• c
I. An inadequacy cf the existin facility. j
{ z
k7.5�
2. A significant chango in the firm's operations that would
require a differbnt location.
i
3 A building moratorium where the eui.sting facility is
'
located.
4. The existing lease is expiring and cannot be renewed
under economic conditions.
;S
S. An economic need to move closer to the firm's customers
or suppliers.
}'
6. Other.
IX. IMF JRTANT NOTICE TO APPLICA_r
a,
Approval for financial assistance by the Industrial Development
'
Authority of the City of Rancho Cucamonga is deter -fined by the
information presented in this application. Any changes in the
,)
status of the proposed project from the facts presented herein and
'
the exhibits attached could disqualify the project and •cause it to
,0.;
be ineligible for financial assistance. In general, commencement
of construction or any award of contract, including equipment, or
the execution of any contract for the final acquisition-of the
proposed project, prior to ndoption of an inducement resolution by
the Authority where such construction or acquisition is to be
•:,
financed by a tax-exempt issue, is likely to result in the r
application being ineligible for approval.
The law requires that on any project which received preliminary
,
•
approval from the thority, after January 1; 1983, and which
involves construe -on, improvements, reconstruction, or rehabili-
tation to be financed In whole or in part by bonds issued pursuant}'
,.
to this program, all work era employed in such work, exclusive of
maintenance work, shall be paid not less than the general prevail -
•�
Ing rate of per diem wages foriuork of a bimilar character in tha,
pp
locality in which the work is performed, ens not less than the
general prevailing rate of per diem wages for holiday ana overtime
s'
work. Those rates 'shall be petermined by the Director of the
k'
Department of Industrial Relations in accordance with the stars-
�
dards set forth in Section 1773 of the Labor Code. The Director's
determination shall be final, and Sections 1773.1, 1773.5, 1774
't;
and 1776 (excepting subdivision (f) ) of the Labor Code shall' `
apply
'-
Y•
r •I
c ✓ 'l, :��,yr
r;.s'{ •'i v. i' � . .n � ..•yty:'t�:•; .:�' -t � - . � `,�Ce`;r':._- "f'VF°��
`age Fifteen -c
c
The Authorlty further requires-that the company comply with the
„ regr.arements of sact.un 2 r5 f the California Labor Code and the
California Fair r.a,,luymeat and Bossing Act and the regulations j•
promulgated thereutoer and may require tho company to dsvelop ys ,
progral, to insure "mpliance with regard to em'.-lo cent practices
at the project, which program shall be satisf.ictory to tn.
Authority. In connection with said pxugr�.a, the applicant cerrpa-%y
shell depign, Oivelop and implement procedures, maintain files and
:ollect uatr so as to permit the independent certified public "
accountant of the applicant to report annually on the appl cant
•co- oany's compliance with said program.
X. CERTIFICATION
It is hereby zeprosented and nertifica by the undersigned i.at to
the beat knowledge and belief of the undersigned, the,informaticn
contained herein and attached hereto is accurate and correct and
truly descriptive of the project, the applicant and any guarautur
or other proposed project usek.' '
APPLICANTi _
Bye
Titler _Aerc �
DATED
�`..� yy�S�� ",y�. • - ,fir _
'1 "al .' : W,
• le +`
4l
'f
♦ ���� irrA f *A'yy�'�
. _ yV•
..`jr'�fjljXC y
•
•in .
rYz.
MISyuRY kND DESCRY IpTTpp
'• -� r
� n
-
marketplaceolnithetarea Care
the••
Sonithearetat :nas ^Decently ,joined
.,ended roaogrre in the cougnity. The skruciuroa:pd
rk
eantgecoat
philosophy 13 ouch that facilities
constructed and operated
through Continental•.Curo will reflect 1te desire to
quality, socui.
"
aed a caring enviromest for ft provide
a residents.
Management shall assure compliasae vi:h State and
rules
esamabers-
eligible staff td Certified or,
whereeneeded. ft
shall
shall
abreast of now techn ±qua and advanced procedures and
through an
equipment
os -goiag educational process.
Meuagemert reflects this philosophy and thusly, the
tlographiee of the key people of Continental
Caro fallow,
yy1
.0
F,
r•'iR Al ;d Y ay,r >1� + 7S �trl4iw,
IYri 7:.'r, n•z', i ^�k'. z _ flird? =V(1• �`:�a�::4 L1� ++•' '..� 2e7�t`�(! t`'.,ktL'i1.:
-mss C.__ .a .. ,� i f.• —'w"`if` "�
(iJ Fr^ y
J_1
ELI2 BA gTH Ay CAMPBELL
1 DAr,KCROUND
t' Mrs, Campbell was involved in the construction industry
prior to entering the health core field and, since 1976 had
C• headed Campbell Associates which in engaged in the development of
health care faeilWas. Recently, Mra. Campbell accepted the where she
ition of is -as furtheringP her interestC in t developing andn buildings health care
facilities.
EXPERIENCE
,.
^�
Mrs. Campbell's initial exposure to rho healthcare
flald was as a Nurses Aida at a nursing home in Seattle. r
Realizing that it was not enough to provide personal care for the
elderly alone, Mrs. Campbell ambarked on s career that has soon
her hold the ,lobs of Cerpentor. Personne, Manager for a large>
r construction firm, Eatimntor, A•- •,Sstant Construction
S; Superintendent, Draftoperson, Snb a contractor, and
Superintends of several nursing homes in Nevada and A
' Idaho.
k In addition to promoting her own firm Campbell
Associates, Mrs. Campbell also works cloaaly with her hue band ,
Foster, in his work us a consultant to the Nursing Ilona Industry. i
c. Between them both they have contributed [o a largo ,number of
r projects being built (sae actachod list).
PROFESSIONAL AFFILIATIONS
4
Membor r
Celifornin Association of Health Facilitlas
�7y United Hospital Association
,
'f
I
3
a
i
„r
C
c
rho foil wing is a list of prclecto which t'wstor and /or Elizaboth
Ca . a, principal of Cbntlnental Caro, Inc., have develaped and
buia. or, acted us a Contractor /Consultant for.
NURSING HOMES
Queen Anne Healthcare Manor
Monroo Convalescent Center
Tacoma Convalescent Cantor
Orchard Park Nursing Homo
Campbell Houaa
Valley Carn Center
Capital Care Canter
Odd Follow Homo
Washes Care Center
Sierra Vista Care Center
North Fend Caro Center
Island Convalescent Center
Federal Way Convalescent Center
Tacoma Terrace
Camas Nursing Home
RETIREMENT HOMES
Comlu Retirement Home
Camlu Retirement Rome
Carla Retirement Home
Camlu Retirement Homo
Tovo Center Terrace
Seattle, Washington
Monroe, we shington
Tocona, Washington
Tacoma, Wanhington
Spokane, Washington
Idaho Fa 115, Idaho
Boise, Idaho
Walla Walla, Weahingtoa
Spa rkb, Nov4da
Sierr.. Vista, Arizona
North Bond, Washington
Friday Harbor', Washington
Federal Way, Washington
Tacoma, Washington
Camas, Washington
Moos, Arizona
Pasco, Washington
Idaho Falls, Idaho
Loa Vegas, Nevada
Portland, Orogon
MEDIC1L A RELATED
Walla Walla General Hospital Wells Wolin, Washington
111 f,h lender Medical Office Ouflding Redmoid. Washington
SCE OOLS -
goosovolt Elementary School
Barney Elementary School
GOVERNMENT
Grangov111e Fir, Station
U.S. Fisheries Resonrch Building
Touchot Waste Treatment Center
Yakima Maintenance Station
City of Topponlsh, Street Contract
'vcd,'L„3w7)S'.
�P!+`iairfr�4��w•1:%w� % }H k'a''c:+:�t7�o "; �:.:tltir' ..
Granger. Washington
Walla Walla, Washington
I
A
i
.r
's
ro
t
,
..tl
Grangevillc, Idaho
Pasco, Washington"'
Toucher, Washington
Yakima, Washington
Toppenish, Washington,
rU
SHOPPING CENTERS
Holiday Village Shopping Centel
Havre, ,4ontanA '•' ��
t-
OTHER
-- •`•
.y
f
Jacky's Florist Shop
D
Port Angeles Apar•oonta
P 1 orto Watlo,
L •�
'aahlnyt Ati
Port Ano
r,slea,
Washing to +t{
I '
,
'
,
, • 411\
1# 2,
1
t
J
4
a
+s
.•t.
,,1(rrlN���
1
.^T.
ti �r
. `.6:1l,
S�
f ..•__
l
l�S�y,.AiC::4'�
,. I�L ll'grq�•44
.4.�.�IrY
"�
.IFrY't ; a
h "�tl'��•y�$47y� ".- ':1
I,
1, �i' ^
"iJti,'��:'�'a-l1 *==
.niJt`�iitet
.'�r�ie
•� EIPERIENCE
V? Ilia oxp, iure in the health taro field has boon
" extensive from his exp•rionces it; Texas, 4rkenese, and
s:+ California. He primarily curved as a liaaon bacv,;an health care
corporations in r "ee status and the medical community atrlarge.
.r Mr. Rectan conceo rated hie effort through hi, aaaocia ti o ^e with
Rrofit /aon- profit .,oepitals, long term core f,cilitiad and other
ealth tore related organizations. The results of his kuovledge '
and Exposure It this area have netted . orporations the '
opportunity to construct medical office bu ldinde, hoe pital '
additions, skilled nursing facilitiea and at) r health rolut0-1
organization,,.
L'DUCATION
Mr 2attan ettondod Highlands University, Loa 'rogai,
N.H. .rich E a or in Buainoss Administration /Buoiniss Managumenc.
1:• i'
PROFESSION„ AFFI %LATIONS
laa a "r t -
"u,lding Industry •Asenerstlon of Orange Cou..ty ^
hnsineas and Development Association of Oran,Ro County ,
Iurld Trade Center Assucfar on of Orange County
:elifornln Association of ualth Facilities
,i
t
f �• 0 ;'
�•, {�,t:. ,�4�iii'�•tl• ' rye'' r 'O
,(j, `Y • �t itx'r;.f <� ��j(' ,v, ya,Fi3
D-`i •'+dam
1 1N9i. i '�`rX.
,•,v" ,y,4td^'� ".,r.a.. - �'
- - 'r�'.t-�`a�ty;., i
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VICE PRESIDNNr - ROBERT 1L RATTAN
oyHT
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BACKGROUND
•;
•
Mr. Rattan p- vldoo on imps
^r at lnrertuce between
1
y
corporations and med /_a namtrittro,
L a total involvemnt in
e
thu public and privr.0 sectors end, hie
easilf relrte with ,ilo havo
outstanding ability Co
`
.:�
,oven
developing good bue.,ar,je relations,...-
to be,a valuable asset in
hetvojt
medical cocmunities
corporations :ud
•� EIPERIENCE
V? Ilia oxp, iure in the health taro field has boon
" extensive from his exp•rionces it; Texas, 4rkenese, and
s:+ California. He primarily curved as a liaaon bacv,;an health care
corporations in r "ee status and the medical community atrlarge.
.r Mr. Rectan conceo rated hie effort through hi, aaaocia ti o ^e with
Rrofit /aon- profit .,oepitals, long term core f,cilitiad and other
ealth tore related organizations. The results of his kuovledge '
and Exposure It this area have netted . orporations the '
opportunity to construct medical office bu ldinde, hoe pital '
additions, skilled nursing facilitiea and at) r health rolut0-1
organization,,.
L'DUCATION
Mr 2attan ettondod Highlands University, Loa 'rogai,
N.H. .rich E a or in Buainoss Administration /Buoiniss Managumenc.
1:• i'
PROFESSION„ AFFI %LATIONS
laa a "r t -
"u,lding Industry •Asenerstlon of Orange Cou..ty ^
hnsineas and Development Association of Oran,Ro County ,
Iurld Trade Center Assucfar on of Orange County
:elifornln Association of ualth Facilities
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OSaRRIR�AfRWJ/DBtU:A9L'Rff3 =Jobs Carr -Fal", Ph.D.
BACKGROUND
t
r
r. - • j" �a�F YI.�.
Dr. Cnrta -Falsa has been interested in the elderly and
their environannts for some time, lie has served as Director of
the Department of Communicative Disorders, and Co- Director of the ,
Child Study Center at the Rehebilitation'Institue of Orange in
conjunction with the University of California, Irvine Medical
School. He was a Visiting Lecturer at the UCI Medical School,
Department of Pediatrics as well, instructing med!.ni students
and demonstrating therapeutic Procedures. Additionally, he has
been associated with the Regional Center.of Orange County, as a
Psychological Consultant for the developmentally disabled,
focusing on residentidl needs.
EXPERIENCE
His administrative and institutional experience is
extensive, 1!o served as Assistant Administrator at Royale
Convalescent Hospital a 200 bed, skilled nursing facility.
There, he interacted closely with the entire staff, including ,
ducto:s, nurses, service personnel, and patients as well. Ile 1s ,
a memeber of Senator John Seymour's Task Force on the Elderly,
and is active the the Californin Association of Residential Care °
Homes and the California Association of Health Facilities,
AFFILIATIONS
Throughout his pro£ossional life, - in the various
activities and positions he. has held, Dr. Carte -Falna hay
consulted with various community health cars facilities,
including clinics, hospitals, and state licensed contin'uin-, care
facilities. He hd's anelyzo4 -nd made recommendations on varioeifl
diagnostic /therapeutic programs for the elderly and the
handicapped.
Dr. Carta- Falsa's academic career, in many canes, is ,
extension of his involvement and commitment to the elderly F r.
instance, he teaches a one -voat course at Coast Community Coll--..,
in Orange, which deals with working with the elderly, t,.
mentally 111, and developmentally disabled, The one -year aerie-,
of courans is required foi certification as a Residential
Specialist. He also lectures at California Lutheran'Co llege ink,
the Special Education Department, teaching courses in lluman':
^
Behavior and Communication. At ene time he was an Asso,ciata'iH
Professor at California State University at Los Angeles, whege• he
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11
41,
Ci
taught courses in communicative . rehabilitation with t
and other groups. be aide
EDUCATION
Dr. Carta—Falsa holds a Ph.D in Communicative Disorders
from the University of Southern California, Los Angeles, 1972; a
Ph.D in Clinical Psychology from the United Stores International
University, San Diego, 1975.
REGISTRATIONS
Ile has numerous licensee and certificates In education,
human behavior and coomullications.
TZ—/
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i
PRESIDENT _ EL7.ZABETH A.•CAMPBELL
BACKGROUND
Hru. Campbell was involved in the construction industry_,
prior to entering Us health care field and, since 1976 has
'leaded Campbell Associates which is engaged in the - development, of
health care facilities. Recently, Mr3. Campbell accepted the
position of President of Continental Care Incorporated where she
is furthering her interest in developing and building health care
facilities.
EXPERIENCE
Mrs. Campbell's initial exposure ^o the healthcare
field was as a Nurse's Aide at a nursing home in Seattle.
Realizing that it was not enough to provide personal care for the
elderly alone, Mrs. Campbell embarked on a career that has seen
her hold the lobo of Carpenter, Personnel Menage.• for a large
construction firm, Estimator, Assistant Construction
Superintendent, Draftsperson, Sub contractor, and
Superintendent /Owner of several nursing homes in Nevada and
Idaho.
In vddltion to promoting her own firm Campbell
ociat 05, :to. Campbell also works closely with her husband
Fos. r, 1, his work as a consultant to the Nursing Nome Industry.
Between ^hem both they have contributed to a large number of
projects being built (see attached list).
PROFESSIONAL AFFILIATIONS
Member:
California Aosociatlon of Health Facilities
United Hospital Association
i.
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VICE FRESIDEN ^e _ ROBERT FL RATTAN
BACKGROUND
Mr. Rattan provides an important interface between
corporations and medical communities. His total involvement in
the public and private sectors and, his outstanding ability to
easily relate with people have proven to be a valuable asset in
developing good business relationships between corporations and
medical communities.
EKPERIHNCB
Ilia exposure in the health care field has been
extensive from his experiences in Texas, Arkansas, and
California. 'He primarily served an a liason between health rare
corporations in these states and the medical community at largm.
Mr. Rattan concentrated his effort through his association's with
profit /non — profit hospitals, long term care facilitice and other
health care related organlzetlons. The results of bib:-knowledge
and exposure in this area have netted corporations the
opportunity to construct medical office buildings, hoapitaI
additions, skilled nursing facilities and other health related
organizations.
EDUCATION
Mr. Ruttan attended Highaands University, Las Vegas,
N.M. with a major in Businese Administration /Business Management.
PROFESSIONAL AFFILIATIONS
Members
Building Industry Association of Orange County ,
Busfnesu and Development Association of Orange County.
World Trade Center Association of Orange County
Califoraia Association of Health Facilities
:1 •G Ar3lY k�_ _
,3
0'
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SECRETARY /TREASURER _ John Carta- Falsa, Ph.D.
BACKGROUND
Dr. Carta -Falsa has been interested in the elderly and
their environments for some time. He has served as Director of
the Department of Communicative Disorders, and Cu- Director- of the
Child Study Center at the Rehabilitation Institue of Orange in
conjunction with the university of California, Irvine Medical
School. He was a Visiting Lecturer at the UCI Medical School
Department of Pediatrics as well, instructing medical students
and demonstrating therapeutic procadurea. Additionally, he has
been associated with the Regional Center of Orange County, as a
Psychological Concultant for the developmentally Disabled,
focusing on residential needs.
•7
EXPERIENCE
His administrative and ins Litutionel ezperie ca is
•<rensive. He served as Assistant Administrator at Royal.,
Convaladcent Hospital a 200 bed, skilled nursing facility.
There, he interacted closely with the entire staff, including
doctors, nurses, service personnel, and patients as well. He is
Cy a memeber of Senator John Seymour's Task Force on the Elderly,
and is active tite the California Association of Residential Care
Homes and the California Association of Health Facilities.
AFFILIATIONS
Throughout his professional life, in the various
activities and positions he, has held, Dr. Carta -False has
con.ulted with various community health care facilities,
including clinics, hospitals, and state licensed continuing care
facilities. He has analyzed and made recommendations on various
diagnostic/therapeutic programs for the elderly and the
handicapped.
Dr. Carta- Falsa's academic career, in many case;, ii an
extension of his involvement end commitment co the elder ly. For
Instance, he teaches a one -year course at Coast Community College
is Orange, which deals with working with the elderly.
I 4
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NARRATIVE RESPONSE TO CITY'S REQUEST FOR ADDITIONAL'
INFORMATION
The skilled nursing facility for the mentally disordered
shall have approximately[• %#► beds which will be in a security
setting. The balance of the facility will be open allowing for
0 free movement throughout the remainder of the building by staff,
residents and visitors.
The project grounds will also be surrounded by an attractive
stucco and brick wall, with a controlled entry way, much the some
as many of the more prestigious gated communities in the
Southland.
I
f
t,
2. g 3. The resident who needs 24 -hour nursing care would be
admitted to a skilled nursing facility. Standards dictate
emergency and on -going physician services with supportive
professional services - pharmaceutical, laboreto:y, dietetic,
rehabilitative, dental, social, radiological - provided by the
facility or through a formal contractual arrangem,wt. Care is
admiwistered under the supervision of a registeree nurse on a 24-
hour basis, In general, the skilled nursing fec;.lity ha3 adopted
the acute hospital model for both plant and care design. The
average patient is very 111, requiring almost total assist,,nce
with care. •,
However, the proposed Shi -MD does not mirror the above facility '
tram the stand point of the above described patient's diagnosis.
The resident of the SHF -MD may be diagnosed as having a
r. ourologically based disorder. As a result of this disorder
admittance to the S::F -14D is necessary so that the resident may be
given the advantage cf the facility's treatment mileau. (See
enclosed Special Treatment Program)
Board and care, personal care,
domicillinry care, and
residential
care facilities all fall into
the first level
of
total care
facility es. This type of care
is-intended for
people
who have an
impaired capacity for self
care and need s
safe,
protectlr,
environment in which to live.
Personil needs
ouch
as diet on.:
housekeeping are met; social
and recreational
needs
may be me,':
however, medical care is the
responsibility
of
the clien,
•. ,(
Residents have freedom to come
and go as their
condition
allow4
�•�4
As part of Orange Grove's network of services, the outpatient 0
clinic will offer several unique benefits to the community and to J 's
people who seek help for themselves or those in their charge ._
#i
First, like the entire Projects 041
p � program, outpatient aervleed ace;,
y
`f,AS
Y
'f: ; r__
5
made accesible to all who live within the clinic's service area. •r
Seco.d, because Orange Grove will provide continuity of care:
through its variety of coordinated services, people ailh A
different kinds and degrees of menta. or emotional illness can '3
get the type of care their illness requires, or that-they may ,
need in the course of their treatment
Placing outpatient care in a mental health center means that the
patient need n, suffer a break in t continuity of his
treatment. For a •,y in the service area, the outpatient service
alone may be suiflcient. However, because the project will be
able to offer care through its own variety of services, as well
as services found in the community, the patient's needs can be
better met. This represents a significant advance in the care of
the mentally and emotionally ill.
While various facets of the above facilities may be found in an ,
acute psychiatric hospital, the psychiatric hospital is
ostablisned to assist the individual suffering from episodic ,
attacks of illness of limited duration. These disorders include
depressions, neurotic problems, schizophrenic reactions, and
paranoid illnesses.
.� 4 Patients may either be long term (8 months to an indefinite
b erlod) or, short term (ap to 6 months). Average length of stay
based on admissions and discharges is protected at 206 2 days.
5. The primary service area 1s the Inland Counties health
planning area, which consists of San Bernardino, Riverside, Inyo
and Mono counties. Secondary service area would be the Eastern
portion of Los Angeles county.
The _Inland Counties Health Systems Agency (NSA), a federally
mandated health planning agency, is responsible for determining
bed need for various catego.ies of health care. Based on several
factors such as population, inpatient institution utilization
rates a overall growth of population the HSA has determined
that a sod exists for 130 SNF -MD beds. (Source: 1944
Statistical Update of the Statewide Health Facilities and
Services Plan)
h
6. Within the proposed facility area, there are four SNF -MD
facilities: ,
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7. General background on Continental Cara, Inc. is attached to
this sectfun.
S. Public benefits of this project are varied. Benefits will be
from inerpsse in job& available (Construction - 85 various trade
workers; farmanent Staff - 66) an increase in phyuicians (3)
serving the s,av; influx of dollars to the economy, $7 Million
for constr.rtion, payroll value of approximately $1.8 Million
annually and an approximate $120,000 far to the City for lssua -ce
of the Curtificates; and increased mental hoal.� aervicas for the
coamunity. A list of positions at the S3F -MD is attached to this
section.
9. As is the case =with all facilities of this type, appropriate
transfer agreements will be obtafnid with area hospitals.
:b lLa ilJHU� 'n:J Llri
10. Depending on Program activities, staff to Pat iont ration may
range accordingly - 1 to 1, 1 to 4, 1 to 10, or 6 to 20.
(Vf•.t 6r3,a' r),r irk) ).e)
11. All of the three components of the complax shall be geared
to serve two special populations, the adolescent (ages 15 to 1BY
and geriatric (65 and older). '
0
Shandin Hills Behavior.l'herapy Center
49 Beds
4164 N. 4th St.
San Bernardino, CA 92407
Sierra Vista
120 Beds
3455 East Highland Ave.
Highland. CA 92346
i
Beverly Manor Sanitarium
120 Beds
-
4580 Palm Ave.
Riverside, CA 92501
Viato Pacifica
110 Beds
3674 Pocific
Rubidoux, CA 92509
s
F
7. General background on Continental Cara, Inc. is attached to
this sectfun.
S. Public benefits of this project are varied. Benefits will be
from inerpsse in job& available (Construction - 85 various trade
workers; farmanent Staff - 66) an increase in phyuicians (3)
serving the s,av; influx of dollars to the economy, $7 Million
for constr.rtion, payroll value of approximately $1.8 Million
annually and an approximate $120,000 far to the City for lssua -ce
of the Curtificates; and increased mental hoal.� aervicas for the
coamunity. A list of positions at the S3F -MD is attached to this
section.
9. As is the case =with all facilities of this type, appropriate
transfer agreements will be obtafnid with area hospitals.
:b lLa ilJHU� 'n:J Llri
10. Depending on Program activities, staff to Pat iont ration may
range accordingly - 1 to 1, 1 to 4, 1 to 10, or 6 to 20.
(Vf•.t 6r3,a' r),r irk) ).e)
11. All of the three components of the complax shall be geared
to serve two special populations, the adolescent (ages 15 to 1BY
and geriatric (65 and older). '
0
M
0
INTRODUCTION TO CONTINENTAL CARE, INC.
Continents! Care, s a concept that h a been de%el 1 op . ed
to create a company who's Inc. i0al is to enter the nursing home field
as a d'veloper, and owner of nursing h...s rdr the Western United
States,
Continental
Care is an entity that can be responsive to the
unique needs of the nursing home owner/operator. In addition, it
will develop its own facilities, which over a period of tide will
create for Continental a firm foundation on which to base its
future operations.
pd r Fro
;A
ORANGE GROVE REGIONAI, HEDICAL CENTER
--`,'NEED FOR SXF-MD 13EDS
1. The Statistical Update of the Statewide Health Facilities and
Services Plab f6c the Inland Counties healtn service area,
identified the following need ror skilled nursing-mehtally,
disordered beds.
NSA Inventory Estimated SN-MD Beds
SH-MD Beds SN-HD 1987 1987
10/01/84 Needed 1987 Excess . Shortage
Inland Ciuntien 399 529 130
Sourcet Statistical Update of the 1984 Statewide Health
Facilities and Services Plan.
Adopted September 14, 1984
2. No beds have been approved In NSA 12 since the date of the
I�vcntory listed in tt•q updated Plan.
Source: Personal conversation with Inland Counties Health
Systems Agency Representative, 5-1-85,
3. The present and projected population in the service area is
as follows:
ta
A
3A
Yl
County
San Bernardino
Riverside
Total
A
POPUL'A'TION ESTIMATES AND PRUJECTIONS
BY COUNTY, 1980-1990
1980 1984 19 44
Census Estimate Expected
-------- --------
895016 1022000 1269000
663199 764000 936800
--------- --------- ---- ----
1558215 1786000 2205800
Source: U.S. Census Bureau, California Devoltment of Finance,
Western Economic Research Reseach Co. Inc.
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DAY
HE
ipatients
----------------
ell 60 0 100
-----------------
re(l,
6666 •_5.1-'---'5.7
5.7
5.7
5.7
2 A
;.'DON
RN
24
14
24
0
-4
16
16
LVN
40-
0
40
g o
106
156
PWARD CLLRK
0`
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0
5.7
0
5.7
5.7
5.7
5
5.7
-)�PROGRAH DIR.
5.7
16
32
40
56
64
�'-�ZPROGRAH STAFF
SUPERVISOR
5 .7'
517
5.7
5.7
16
5.7
46
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"Coors
12
1 6
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416
12
16
20
32
40
36
:j1UiIET. ASSTS.
,c
8
16
16
24
32
8
"'HOUSEZEEPIN
8
78
a
8
MA114TENANCE
3
a
a
16
16
"LAU:oDRY
ACCOUNT INr
5 7
5 7
5.7
5.7
5,7
5.7
11,
S. 7
11
5`7
W-'HEDICAL RECORDS
5:7
5 7
3
3
5.7
5.7
5:7
SOC:AL SERVICES
ISO
3
3
3
3
C.7
3
5.7
3
5.7
•
I AD%11!'.STRATOR
3.7
5.7
5.7
5.7
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11
17
OFFICE
5.7
---- ----
--------------------------------------
337.6
426.9
492.2,
177.9
601.9
329.9
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"U� W
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A
INDEX
Title
Pave
Philosophy
Program Goals
Patient Needs
2
11rthod & Frequency of Evaluation
Grouping Criteria
3
4
Class Descriptions
5
Pass schedule
6 to 12
Level System
13
Contingency Contracts
14 to is
ProgramiEqulPm6nt
16
Community Resources -
1''
In—Service Training
18
Interdisciplinary Staff
19
Sample Schojul,
20
21
NM,
I
X441'
lip
—%-PHI1LDSOPHY
It is the philosophy of the'Special Treatment Services Teun iti
%
Orange Grove Regional, Medical Center that regardless of the
specific events or series of events in a resident's life that
predispose him/her to rc;pond in a certain manner, the most-
impo,cant consideration o the Special Tiestment Program is that
behat r can and will chanLe under specified, environmental
conditions.
that dysfunctil.131
This pbilosophy is based upon the premise ,
J!
I
living styles partially result from an Inability to relate
,
constructively to family members and sigaificant others.
Consequently there is a gener3itzed failure to satisfy critic,
social needs. Additionally, dysfunctional livicsisitYles troy
t
result from a person's refusal to accept responsibi itles and
A
allowing others to make decisions for him/hZr.v,jn,;rder,.,,,foc I'S
on and ameliorate this condition, Orange to R io'ni dice,
Center selection, thus, sharing the responsi 11 1 tj _for their-
treatment plan.
W
SPECIAL TREAYMEUT PROGRAM GOALS
In ividuula with vaefous psychiatric diagnosis, including tho
`w Schizr,hreaic OrgeW;r Drain Syndrome, and Manic Depressive
catagorirs, generally y9ve in common several pr.iblems in living,
includia ;: (1) an inability to provide adequate food, clo`61ng, .t
- or ehel.er for daily living; (2) an inability to devalop and
maintain saw- afactory personal relationships; (:) an
inappropriate and ineffective behavioral repertoire ihich coy
include property dams ge, physical ossau.to and verbal abuse with
tamily aemebors and significant others. In amphaaiziag the
Importance. and contrel of buman behavior, the Spacial Treatment
Program .+p lays an individually ecragtiOnalr pro Sramsptoaattainothe
:adividua. educationanal. . anJ
following treatment goals,
1. establishment offa dally living pam and the to-
establishment
Development of appropri .e habits of grooming and
personal hygiene,
y 3. Development of a greater sensitivity to the needs
of soli and other,, in interpernonbl relationship,
and establishment c[ more effeotive meaos bi wt.ich
to neat those needs.
q, ettabliahmen' of mote successful control over the
- oppoeltionsl social behavior which have - esilted in
barm to either self or others.
i. Understanding of the tmportanc+ of the various
emotional states and te: uses as:ty of idoncify:ng
effective means by whit. to deal with thacse
f
emotional states.
6. Development of behavior. and social skills to
t. maximize the potential of the ind3vicoal returoin;
' to the .ommunity or maintaining in a treatment
facility at the lowest level of care,
r
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,P "_ n
SPECIFICALLY DESIGNED PATIENT NEEDS
Although the program treatment plans will vary with respect
to "
the specific needs of each individual, these needs are
generally
classified into five (5) major categories. The needs
subsumed
under each category are not meant to be exhestive of, but
rather
representative of the. various problems in living
that an
individual may encounter within each category.
1. Self -Help Skills Training
a) Personal Caro - use o° medications, personal
hygiene.
b) Honey management.
c) Use of public transportation.
d) Uae of community resoucps.
a) 3,havior control /Impulse control.
f) Frustration tolerance.
g) Hralth eddcation.
h) Physical fitness,
2 Behavior Intervention Training
a) Behavior modification modalities.
'
b) Reootivation therapy.
c) ?scinnt government.
d, Group counseling.
e) Individual eounsoling.
3 Interpersonal Relationships
a) Social counseling
t) Educational and recreational therapy.
C) Socialization activities.
6. Pre - Vocational Preparation Services
a) Homemaking. ,
b) Work activity.
L) Vucational counseling.
5. Pre- Placenenr 21anning
a) Out of home placement.
The program activities are designed to meet tho specific
reads of
each program resident Some program act.vities will fall into
more than one of the S major cocevories listed abov.,
however,
each category ar.d the subsumed needs, are addresseJ by
r.t least
one specific program activity Each resident will be in
olved i-
a minimum of 27 direct g •ip or individual programs pet: week.
t :6i
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1'
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METHOD d FREQUENCY OF EVAIVATING PATIENT PROGaESS ,�'•.' '
A. An initial individual assessment of each resident shall be •"
made within 7 daya of admlasion by the Program Director and
the local Mental Health Director or his designee. •The
assessment will .identify the current level of functioning and
program needs of the resident. `
B. Orange Grove Regional•Madical Center will utilise the Problem
Oriented Record to monitor behavior and progress.
C. Patient ovalu ations will also be formulated by the folio vi ng:
1. Psychiatrist progress notes.
2. Physician progress notes
3. Psychological testing
4. Counselors vrittin 8 verbal evaluations
S. Activity charting
6. Weekly case conference with Psychiatrist
7. Program staff charting
B. Social Work evaluations
9. 24 hour nursing observations 6 assessments
10. Review of patients upon attalting certain levels on the
4odified Token Cconomy
D. Patients w11'_ also be evaluated every four vonths by the
Program Direct -r and the local Mental Health Director or his
desingnee. The ur n assessment viii include the
reaident's program nee... +nd the resident's pr3grees.
. . ii.; W�r. ��l '�il�:�i..'4i�krba•,3, \-�L�*:. .l `'i: `����i:et�3t.•.' -3i
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1. " � � a2_.. • - .. %_ {' .tr.'s;
RESIDENT POPULATION INFORMATIONAL - GROUPING •,
All patients will be defined as mentally disordered and have u
paychatric diagnosis. Host of the patients at Orange Crave
Reg3 onal Nedlcal Center vi 11 ba voluntary with a few placed by
their [ogee rvatdrs under the provisions of the conservatorship.
Each resident will be assigned a counselor upon admission, ergo
each coounselor will be responnible for approximately ergo
patients. Re Wonts will not attond Classes based on their
specific group, out based on their Individual needs. ..
Residents will be grouped in such a mannor as to allow for a
mixture of ages, functional levels pnd sex. Each group will have
high and low functioning Individuals (higher functioning
rtsidents may serve as role models for the lover functioning
residents).
Upon admission each new resident will be evaluated and at least
three target areas for treatment will be listed on the initial
assessment. These target areas are the areas to be worked uith
first. Once these sreas are corrected, now areas will be vorkwd
with as necessary. Ench patient will be assessed via the Global
Assessment Form.
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COMMUNITY AWARENESS
,,. She Community Awareness class provides residents the opportunity
to learn how , community functlong' Staff well provide lectures,
discussiop, tnd resident partici Pation to catch how ° community
functions and how the individual functions within the community
Staff will teach positive social skillsalYn;n ant commurity1
relationships
necoosary to function eff et tl and
Residents learn about 0rgoniant�on, SastitutOer wellro asap cheer
other resources available in the .rmun sty,
�t appropriate uses and "functions.
a'
The use of public
al skills trap br l d necessary be
e discwesed. modeled. and rehearsed.
CURRENT EVENTS
Residents will barn of events happening e sidentah wiilr be encouraged
discuss them in a social sect.,ng'. ,
to lilten to the *pinion a. Residents will ciao be kept current onl the events �oL _
the world today. .,ici
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,
CLASS DESCRIPTIONS
•
ADULT EDUCAT_ON y
'
Adult P.ducat�on proveCeatnho° opportunity or residents to work on
functional level. The
'
'
rident'sy
their education, pursue the G.6.U.
-sided far residents to
opportunity is pr adatat"n
w'S11 be provided through cha appropriate
Ir.structors
in Son Dernardiwo County.
-
system
GROOMINCA NYGIEN E'
'
"
we
'
Residents aclude ngle dressing
abnalihygieneu, ccevici aen
hair, and nail
'
andd°pe:
grooming shaving, b:uahing tf teeth,
g.
waohinS. showering,
care, etc.
for their own living vr,t, make thalr own
Residents will care
keep their- belongings in order.
bed, and
take their medlcotions under supervision, at
Residenta will
times.
appropriate
COMMUNITY AWARENESS
,,. She Community Awareness class provides residents the opportunity
to learn how , community functlong' Staff well provide lectures,
discussiop, tnd resident partici Pation to catch how ° community
functions and how the individual functions within the community
Staff will teach positive social skillsalYn;n ant commurity1
relationships
necoosary to function eff et tl and
Residents learn about 0rgoniant�on, SastitutOer wellro asap cheer
other resources available in the .rmun sty,
�t appropriate uses and "functions.
a'
The use of public
al skills trap br l d necessary be
e discwesed. modeled. and rehearsed.
CURRENT EVENTS
Residents will barn of events happening e sidentah wiilr be encouraged
discuss them in a social sect.,ng'. ,
to lilten to the *pinion a. Residents will ciao be kept current onl the events �oL _
the world today. .,ici
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' •L.i iAY r'I
STRESS d RELACATIOY
Various stressful situations dill be discussed and examined.
Residents will share wiLh the close what is stressful and how
they react. Ala, distuased are various forms of relaxation.
• Residents will learn hwv and when to relax and the importc^ne of
relaxation in todcys society. ,
MUSIC TNERAPY -9
Music Therapy is designed to allow the resident the opportunity
to ohare an interest socially, to be able to relax in s, social
setting, and to appreciate the bikes and dislikes of others.
Music Therapy may also be used as a method of seaation or a
method of self- expression. Music Therapy is an excellent tool
which allvws a resident to communicate when he may not be able to
in other areas.
RE40TIVAIION THERAPY
Through Group Process, patients will explore alternatives to poor
motivaticn, identify available coping cechanisms. Patients will
share experiences and discuss terriers that have a debilitatin,
` E
affect on 'ally functioning.
L�j LRTTQI. TRAINIha GP.00P
The group It :dervi it teach alternative techniques for dcaliag
t
with anger :hrouel, role Play, fredbaek and eonir .tatica. Stated
-.
situations will 'c rehearsed to assist patients with
understanding the dynami.,i of assertive• aggressive end Passivn
A =•
behaviors.
;
SFLF - IMAGE /URA,:i -
Self -Image is designed to augment the resident's leve! of self
awareness, to broaden their self concept and ollev for feedback
Pointing to how others perceive them.
IMPULSE COST.n.OL
Several techniques will be employed to assist the resident, in-
controlling his impulse so as net to react to stiouli beyond that
of acceptable social limits. Techniques used will include -' y
Progressive Relaxation, Desensitization, Assertive Tref ning,
Experimental kola Playing.
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! EXERCISE - 4"
❑ofning so the residonta may ba C,
Ihis class will Do off eind he the _
physically ctrelssaea.isThesexe�eisasdw111 be rather light aar to ;
during the day ur ose is to allov the
not tiro the residents. She primary V P
reside nt to eclmulatc [heir circulatory system and become more
aware of their own bodies. -
SOCIAL COUNSELING
Leisure skills is designed to allow the residents close
appropriate) utilize their leisure time.
is ae ml- supervised so as to quote little besavailable the ace
residents to perf arm' they may utilize t;;elr leisure time
the residents so
construccivaly.
�7v TABLE CANS
li,
+, The design o£ this class le co assist ecleniat to follow directions and
sense of fair play, encourage p
opportunity top learn tab compete in Pati on
mult1F11c it yDOfpgamea�s tie will
BASIC LIVING SKILLS
Basle Living skills w'll explore the necessities of living in the
community independent of support agencies. Areas to be discussed
••i
103 `
[.�i • . A i� ��
VERBAL COMMUNICATIONS
Verbal communications allows the resident the opportunity, to
to discover thsc others
relate cc one another within a group and
discuss
sn�v
salthoughtoithemsione be encouragedmOn
she residents
••
will
sable ct,
current needs.
ti
PHYSICAL EDUCATION
'
including sports and exercise, is
3ecreatdon, and positive
provided to
per sonol and
ra of dents to promote a h sical fitness
enheneod through exercises,
games, and
group coordination
?-
individual and group sports.
SOCIAL COUNSELING
Leisure skills is designed to allow the residents close
appropriate) utilize their leisure time.
is ae ml- supervised so as to quote little besavailable the ace
residents to perf arm' they may utilize t;;elr leisure time
the residents so
construccivaly.
�7v TABLE CANS
li,
+, The design o£ this class le co assist ecleniat to follow directions and
sense of fair play, encourage p
opportunity top learn tab compete in Pati on
mult1F11c it yDOfpgamea�s tie will
BASIC LIVING SKILLS
Basle Living skills w'll explore the necessities of living in the
community independent of support agencies. Areas to be discussed
••i
103 `
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14 V -
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BASIC LIVING SKILLS (continued)
'er,_
will be; 1. Finding a place to live, 3. Nutritional needs, 3
'^
Medications, 4. Taking tarn of commitments, S. Employment, 6
Usage of .eisure time.
i
DISCHARGE PANNING
e
{�,yf
Discharge planning is designed for residents who are approaching
,
discharge. Residents will be involved in discussion ,agording
thoir placement, out - patient support groups avnilob -o (through
_
the Orange' Grove Regional Medical Center's Out- Pationt Clinic',
f
located on- site), what to aspect in the way of employment and
schooling. Also to be discussed will be what problere should be
anticipated once the resident is discharged.
LIFE ADJUST14ENT (NUTRITION /COOKING)
"
Life adjustment in designed to instruct the residatt the valdw of
proper nutrition, i.e.: basic food groups, vitamin content, and
,
food preparation. Residents will be actively involved in
ate
preparation and serving of various foods.
CREATIVE THERAPY
Residents will be involved in the selection and development of a
-
'
ceramic project. The resident will be responsible for this
project (ram start to finish. Once the project is completed the
a
resident may keep his project or. he may choose to sell pis
"w
project through the display case which will be In the facili.y'a
is
lobby. This will allow the resident to choose, plan, and
'
complete a project, thus, allewlng him /her to experience a sense
of accomplishment.
;t
DECORATIVE ARTS
"
$'
Activities will include a variety of handicrafts, i.e s ru;
making, macrame, painting, jewelty making, etc. Thera activitfer
rt�.
are eesigned to allow the residents to a =hieve personal
r
O
natisfartion trmm completing a project indivlluel:y or, fror
„,.
•orking as a group. This will also tea,h the resident self-
„n
control and °- rustration tolerance
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INDIVIDUAL COUNSELING -
Individual counseling will assist those individuals Oho are
unable to relate in a group Betting to express their foell�•gs
freely and goin insight into th •St problems. Residents w111 then
be ant ooura gad to participate in a grnap setting,
GROUP COUNSELING
Group counseling allows the residents a safe onvironmen: in which
they may discuss their problems and feelings openly within the
group, receive objective vie - points from peers, and from the
counselor regarding probleme.
BIOFEEDBACK
Residents will be inf orood and given practice in adaptation of
machines to techniques Iva IIable without machinoc. The residents
will demonstrate their growing ability to use reloxotton
techniques to axnimize their anxieties and be better able to
f wnL"ion In their community in on acceptable manner to the limit
of their abilitl.
CO4NU':ITY INTESP.ATION
Cummunity integration will be utilized once weekly in order to
allow the residents to become acclimated to the community.
Residents will be taken in group. to enjoy the various
recreational resources within the coreuntty. Residents will also
learn appropriate sec Jai beh.vior from these outints..
CUOPUS
Chorus will b, held on Sunday afternodns and is intended to be a
light social time when vesidents con gather together, sing, and
enjoy other persons company. This will show residents yet
another method of socializing and enjoying the company of others.
CULTURAL AL•AREUESS
Cultural awareness is designed to have the residents become aware
of the various groups of people that make up our culture. Not
only will var foes races be discussed but also counter cultures
and subcultures, so the resident will become more aware of the
world around them.
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RE- ORIENTATION CLASS -
_
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This class is Soared to re- orient who have experience) a
brief of
period exacerbation. Through
will be helped to identify heir g group process patients
residents with relating yto others andafocusing onoonnt
one topic
Residents will also explore object discrimination.
A
'
HERTAL HEALTH
,f•
Mental Health is designed to illustrate to the residents what
mental health is, as defined by
:r
our society. Residents will be
asked to show how they differ frpm society's model and why.
•
Residents will be shown various ways they may change their
behavior to fit
i
more closely to society's standards.
PHOTOGRAPHY
Photography is another way by which residents can oxprass
themselves, eeo Images through a now
per epe civo and enjoy the
perspectives of others, Residents will be shown that ell thl..•e
may seem Jiff erenP to different people. Perception it, cot the
same for all.
•
FA4I'LY RELATIONS
Family Relations Is desingned to allow residents to role play an!
discover
,how they interact with their family. Residents will
also be shown alternative
C
ways to Interact with parents,
siblings, etc. Families will .lso be encouraged to join this
group for more insight into their family maaebers.
PRE -VOC-
Pre -Voc will be used to give the roaidonts a realistic view of
the employment potentials of each individual. Residents will be
allowed to role play Interviews with prospective employers,
consulted on how to coiplete an application fur employment, aa..
to re alizo their potentials and limitations. (For Level Fi,•,-
patlents only),
r
CAREER COUNSELING "q�
a{
After a resident has complete) too re -v ,-
I, p oe close he /she v1_a be
eligible for carer counseling. baring career counooling the �r
S£wI!1C CLASS
This class w ill be provided to assist residents with o skill that
is useful Sn independeat living situations. Resl denep will bb
taught the °ro er usepof iewiapngechinesbutton
and,rl the care darn
andand
proper
D P
clothing, p D
handling of saving equipment.
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CARFER COURSELIHC (continued)
.t.
"
reridant will examine what careers are avair.ole end the
The far, lity will also -
'
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'
"iob training or addition education.
r�Level
•1
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in straining those[ career goals- (For Favel patients
��-
SEX d HEALTH
SEX
14
Residents will become aware of their own sexuality and learn to
for consideration will be heterosexuality,
p
accept others. Topics
homosexuality, healthy sexuial relations, venereal diseases, oh11
be residents
birth control Also be diacusoed will
'a?
sexual rlghtsr respousiblitios.
,
HEwSL£TTER
'
e,
mr
Tne facility shell put out a nowslottar bl- monthly. The
Included in
newsletter will be done•by and for the residence.
newsletter will be news worthy Stems,
ii
i••
the content of the
interviews, short star as, poems, photographs, etc.
r
Residents will improve their writing skills, learn to organi:o.
Residerts will -ISO
work under a deadline, and work as a team.
their completed work in print.
�•
receive the satisfaction of seeing
S£wI!1C CLASS
This class w ill be provided to assist residents with o skill that
is useful Sn independeat living situations. Resl denep will bb
taught the °ro er usepof iewiapngechinesbutton
and,rl the care darn
andand
proper
D P
clothing, p D
handling of saving equipment.
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PISS SCHEDULE
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Level 1
No weekend pass
<1
Levrrl 2
weekend
pass not to exceed
5 hours
rt
s
Leval 3
Wreaend
pans not to exceed
12 hours
.,
Leval 4
Weekend
pass not to excaad
24 hours
�'•?,
Level 5
Weekend
past not to exceed
24 hours
•
i
Weekend
passes will be conoidered'on
an Individual bests
and no .
exceptions
tc the above
guidelines will be
made without
progrom r
services
authorization.
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LEVEL bYSTEH
CLASS POINTS 3 Point-3
4v" These 3 points urZ the maximum given fir any class hour. One
point is for attendance but will not be awarded if the rosilent,
arrives late without an excuse from staff or, leaves the cl 883
One point is for participation but, � will not be awarded early. 0
If the resident does not actively contribute to class activitAls
or, discussion. One point is for appropriate behavior and may
at be awarded if the resident's behavior is disruptive.
LEVEL 1: 0 - 54 Points
Less char SOS attendance, 16 classee or less (3 classes or less
i1.' per dqy)
No - Weekend Pasaaa
Movies
Mainatr as aliE ovents
Walks without a staff- member
Community Goveri.ment leadership
AS
LEVEL 2: 55 - 70 points
510. to 65. attendance. 27 to 23 classes (3 to 5 classes per day).
I to 6 hoqr passes
No - Moviee
Mainstreaming events
Walk: without a staff memeber
Community Government leadership
LEVEL 3 71 :9 roints
66Z to attridance 24 to 31 classes (5 to 6 clrsses per day).
4,
1 to 12 hour passes
Movies
Ha2nbtroaming with approval
0 Walks uithout staff tk
Community Government leadership
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LEVEL 4t 95 + Po.nts -
90% + attendance, 32 classes (6 + classes per day),
Overnight Passe*
Movies
All Hainstreaming events
Walks with Level 5 or, approval
Community Government leadership (except Presidency)
LEVEL 5
This lcvei is for those residents who shoe oxroptionsl and
appropriate tehavior Residents on Level 5 serve as models for
the entire _ommunity; it is important that appropriate beha vlot
is maintained. All Level 5 residents will be under a contract to
comply with certain standards of behavior. To be placed on Level
S. a resident must maintain Level 4, :or four consecutive weeks
and, submit a petition- contract to th" counsoling staff. Tto
petition will be filled out by both the resident and hib /her
counselor. It will specify standards of behavior that the
resident must comply with in order to be placed on Level 5 and to
maintain that status. Approval of any resident to Level 5
usually takes several weeks after a petition -- r.ubmltted to ^tie
counseling staff. Level 5 privileges include the follcwings
Uvernight passes, movies, all mainstreaming events, walk
leadership (one other person), government leadership (all
nfticee), Community Assistance Program, and, removal from Level
system.
LEVEL 5 PROBATION
At the discretiun of the counselor, with permission of the
Program Dirpctet. a Level 5 resident aey be placed on "probation"
for a period of time. During this time, the resident will be
required to carry a Level card and demonstrate that he /she can
maintain responsible and appropriate behavior that is conslstant
with his /her Level 5 contract. If at the end of the probeticnary
period, the - esiden- has not lived up to his /her contract, th,
resident will be placed on Level 3, losing all 4 and 5 privileges
Including t. ommvnity Government position. This suspension will
last for a oinimuo of two weeks not to exceed four week¢.
Each resldont will carry a privilege card with the exception of
Level 5 persons. Tho card must be shown to receive cigarettoc.
Lose of the card will constitute loss of privileges i.e. szok ;ne
and outings.
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CONTINGENCY CONTRACT-2
Contingency contracting I, a method by sshich specified positive
reinforCers are given 09 a consequence forcthperformance of
specified appropriate behaviors.. A contract between staff and
re ii at is made specifying the desired appropriate behav!or to
e ewaro givet, by the staff
be'performed by the resident, and the I vior. The contract Is
after successful, couple tion of the baha rontracting Ib used as
signed by stiff 'arid resi'dent'. Contingency s problem
an dj u n et to the tok'en economy, focusing on specific
area: of an Individual,resident
0
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`
PROGRAM EQUIPMENT
ARTS d CRAFTS SUPPLIES
Blunt Edge Scissors
Plain Drawing Paper
Rug Hooking
Crayons
Leather 8 Tools
Pencils 6 Lined Paper
Tempra Powdered Paints
Finger Paints d Paper
Poster Board
Construction Paper
Paper Mache
Lg. Rolls of white Paper
Moseic :ales
Ceramic Molds
Kiln
Ceramic Tools
Ceramic Paints
Slip Casting
t,
Knitting Equipment
-
G
dTHLETIC EQUIPMENT
Volleyball and Not
Baseball Equipment
u
Kickball
Jump Ropes
Miniature Bowling Cams
Shuffle Board
g
Horse Shoes (Hard Rubber)
Table Tannin
Basketball
Badminton
"
TABLE C,C_ =_ °S
Checkers
Playing Cards
t
Poker Cnips
Chess
,tonopoly
Scrabble
Fuzzles
Fool Table
Other Group Games
EQUIPMENT FOR HOMEMAKING SKILLS "
•
Iron 8 Board
Coffee Maker
Cabinets -
Sewing Machine. Material
;;•
Beauty Equipment
Electric Skillet
•,
not
Electric Mixer
Blew er
griddle
?'
Barbeque
Set of Corning Ware
HISCELLAHEOUS
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•
Video Tape Recorder
Video Camara E Stand
Films
Stereo
Juke Box
Records
A %r,•n;
Soft Drink Dispenser
Snack Dispenser
Televielon
Video Games
.
�
-17-
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Rk;50URCES AS ADJUNCT TO FACILITY PROGRAM
ai6jgpS ;OM 69 40wNUNISY
to the dune. ous in- facility treatment program
be to the
In addition provided
services which vill
by community
elements, there are
Orange Grove Regional Medical Center,
dally programs.
11
residents of
based ege,ciea in conjunction vith our
include:
4
of which program real, dants make use
Comoupity re- sources
for in - facility services
,cal religious organizations
1,
2. community shopping centers
3, ].opal restaurants bowling,
4, 6ocnunity entertainment centers (movie [Fester,
otc.)
x
programs
S. S, Peblic parks and recrencional PreB
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Mant 1 health essocdatfons
r,
youth and senior oriented
ti.
Lecal service groups,
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Il- SERVICE TRAINING PROGRAM
-
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1. The facility shall Insure that all program staff providing
-
program services shell receive Sr.- service training,
!'l
All new program staff shall receive a minimum of twenty
i
hours of in- service training. Initial. training 'hall
include, but not be limited to the following:
'
-
a. Orientation to special needs of the Mentally Disordered.
b. Orientation to overall concepts of program to meet the
special need of the Kentally Disordered.
c. Crientatic id training in specific progra.n techniques
,4
r•
being used in the faci-lity to meet the identified
program needs of the patients.
3 -he facility shall provide all program stnif an average of
at least ono hour per week of on -going planned academic and
'
on the Job in- service training. The training shall include
but not limited to the following:
a Specific program techniques for the Nentally Disordered.
b Setting be:s•. ra! program objectives for patients.
�,•
C. Iialuatton and assesssont procedures and criteria.
d Noting and documenting pat -ant progress in tnr program.
'•
+. The fdc111ty shall maivtaln a record of In- service trcinirg.
This
record shall include names of staff receiving tralninq
,
numbers of hours, and subjects covered in training.
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INTERDISCIPLINARY STAFF HOURS
Census/ _ Required - - -_
Residents Hc6rs _ ;r
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49
24 ,
50 -69 32
70 -99 48
100 72:
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Regulation calls for hourpsbchol gst 5peo Therapist,
ol, ca' staff Social
include - Psichiatrists
Vorker.
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SfZ1AHSW0—"Ti1SCKO I;CCA3OXGA "'fg,
APRIL MAT JUNE MIT AUGGS-
TASCS I -A EM.Mp -OC TO 5 Et.'j
1: ----------------------- — ------------------
Ise Draft of COX application, Ilk)
. ?
timer car. to
1: Ct.1.1:rItIpy:*d 6
4 'a , ectson, 6
Obtain Option 99 Site Ecr BultdL:a 29
• 2nd & Final Draft of COS applLcattant
a Pa a.. I 10
Dr :.c
Grit " Al *.,.ad 20
C financial Pr.jdctleos 10
?t d: Application Forms 30
as Lotter, 02 Rocoamand.tion 20
A,ve&bly of Applic4tton CO3 21
Subolltal. of Appltcattoa COX 22
E,,tow, mad submission of AdIlItIonat later ... Ion
"I t.ltI.1 Ap 0141 Of %PP1iC3t1O- - Cog 3
S.b.iosion of Plus, and Loan Pact,,, (It 2.1ticeds
Prop& scion of ArchltQCt4141 PlIrl
.1 start is
b, lot Draft of Drowinis
.j Submit Plans tar ILON 11
d, Sabott Plans for Dead Fto3..Lns 22
dt
tt
is
Submittal of Films for C&ly Dallis Review 12
Subotsetan of ApplLcoc,an for Pace rLmjnI,.&At 11
toduc•zent RasoLqtLaft 113bod 3
Ft"t or..c of F... t4iLlty Study
Bond Dicu.ents itart. Pf*P3rI4X
it' Feasibility Study Complete 16
Bond fees. Cloud 23
Dead 1.190 Funded
♦ Scare Coss traction 9
Cad of C,ons".11100 150 1 IT
ILI
f-- let .... Payment D26 ..if
Z6
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• �°
CONTINENTAL CARE INCORPORATED
F°
•
u,(}
(A Corporation)
,
• Balance Sheet
.j
May 15, 1985
'
- ASSETS-
May 15, 1995
y
Cush
3060.00
w
Property. Plant and Equipment
Pre- const•uctien costs
3876.70
Tote1 Property, Plant end Equipmont
3876.70 a`
Deferred Charges
'
Organization expenses
1832.00 it
Total Deferred Charges
----------
1832.00
r
Total Assets _
6768.70
i-
-4N,.
- LIABILITIES-
-�
Current Liabilities;
AccaLnts Payable
736.70
1
Total Current
736.70 -
^Liabilities:
f(
Total Liabilities
736.70 .rF
- CONTRIDUTCD CAPITAL-
w, Contributed Capitals
Common stock, 51 par value per share
tK'
''"
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t�„
issued 8032 she-as
H032.00 v" Y�g;
Total Contributed Capital
8032.00y
i l; y.
• _. Total' Liabili tfes and Capital
8768.70•_1`'r
..
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Revenue:
, 1
CONTINENTAL CARE INCORPORATED
(A Corporation)
Stetenent of Loss '
For the Period From Inception, March 15, 1985 to May 15, 1985
f -O- '•f
Expenses: $ 2340.00
Professional face 800.00
Office expenses --- ----- y
3140 '^
Tote! Expenses
•
Not loss
$ - 3140`.00
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CONTINENTAL CARE INCORPORATED
I� Y L .r"� h � �' ± S '._ ,W' -..'
�JN.N,.rJ'i•fr -�- nfi
(A Cc•rporation)
3
Statement of Stockholders' Equity
'
Y f
-- ----------- ---------------- - - --
For the Period Froa Incept.lon, March 15, 1985
to May 15,
1985 .�•
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Balance, aiening, March 15, 1985 $
-0-
r
Addt Common stock issued
6200.00
'
Less: Net Loss
-3140 )0
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Balance, et.ding, May 15, 1985 5
30jO.1O
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CONTINENTAL CARE INCORIOPATF.D
(A Corporation) -
3
`y Notes to the Financial Statements
For the Tarfod From Yncaptlon, March 15, 1985 to May 15, 1983
1. Statement of Significant Account ng Policies
A. General
Continental Care Incorpo -ated is a corporation,
organized in accordance with the corporation laws of
the Stste of California. It is in the development
stage, and is the process of acquiring property and
building a combination skilled nursing home for the
mentally disabled and related cat patient clinic and
board and care hospital for psychiatric patients in the
City of Rancho Cucamonga, California. The completion
i.. o£ the project is depcndeat upon the issuance by the
City of Rancho Cucamonga of certificates of
participation to finance the project, As of May 15,
1985, corporate expenditures consist of pre - acquisition
costs, deferred coats and pre - operational expenses.
Should the CI-y of Rancho Cucamonga not issue the
��. financing certificates, recovery of such coots and
expenses will not be realized.
B. Property and Depreciation
Property, plant and equipment will be recorded at cost,
The corporation will compute depreclatton in accordance
with Medi-cal and Medieare regulations, based on the
straight -line method with useful lives of.30 years for
the building and 10 yearn for fnrniturs -and equipment.
C. Pre - operational- Expenses
Costs incurred to obtain approvals and certificate for
the construed on of the skilled nursing facility - MD
are being deferred sad will be amorized over a sixty
(60) month period.
D. Cortiflcate Issuance Coats
Costa incurred for Issuance of the Certificates of
Iarticipation are deferred and will be amortized
he life of the certificates, thirty (301 years. - , �,p'�G•T: ?±y
�!.e '.,.. Nil r_: !-1�..; f. na. l,'°.N ;...- 1. n•, <•-. �•. j;:.!'i�'YN.�
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E. Organiz3tional Expensesi
^ +`
Costs of organizing the corporation are recorded at
'
cost and will be amortized over a sixty (60) month
?`
period.
'
c
"
F. Fiscal Year
The torporation's fiscal year will end on December 31
These statements reflect activity from the
establishnen: of the corporation on March 15, 1985
through flay 15, 1985, a period of two (2) months.
i
2.
Related Part Transactions
y
'
4' �
One of the officers o' Continental Caro is also the
}
owner of Healthcare .Management Company of America, with
5r
whom the corporation has entered into a management
arrangement for the operntien of the proposed health
"
care facility.
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COATINENTAL CARP. IYCORPORATED
,
•
(i. Corporation)
h
::e;
-1
Balance Sheet
Within of Days of Application
- _
----^ -'-- --- --
�.
--- ---------
' July 15, 1985
July 15, 1985 •�
- ASSETS -
^j
5000 .�
Cash
Property, Plant and Equipment
32993
Pr nstruction costs
----------
Total Property, Plant and Equipment
..
32998
Deferred Charges
1832 r
`
Organization expenses
'^
Total Deferred Charges
-�
_ - -- -1832
Total Asvets
.._......
- LIABILITiES-
Current Liabilities:
D
,'•-.
Accounts Payable
Total Current Liabiliries:
0
0
Total LiaMilitfos
aY
y
-�
- CON:RI bOTEJ CAPITAL-
i
Contributed Capicnl�
•
Common stock, S1 Par value per share,
39E30
'
�;9
issued 39830 sharas
-
-- 3333 -- •''9 {Jyl
`�±• 3333
- -- Total Contributed Capital
3983
•':
- -
;< Ya
Total Liabilities and Capital
39830•
ajatr
.R T•�ry�r4„`�iM1
1a3
- - -
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CONTINEML CARE
INCORPORATED
(A Corporation)
•
Statemant
of Losb
Y
_ .1
Within 60 Days
of Application
••
''
For the Period
- ---------------------------
From - Inception,
4arch 15,
1985
to July 15, 19:
Revenue:
Expenses:
$
1500
planning
Application Fess - Cart.
Part. /Bands
11438
Application sees - CON
8200
1340
Architectural Fees
Office eLpanses
- - --
-2021
Total Expenses
- -_ -32998
Net lofts
�� -329013
3�Ei`KY'F�jrw- ,' "'".:�;• •_tf.. •'f,�",t-vCS+_`���h3 v,., i.='� ..''i fli••,� «.. "N
�•r•.. CONTINENTAL CARE INCORPORATED
(A Corporation)
s
Statement of Stockholders' Equity
Within 60 Days of Application _
For the Period From Inception, March 15, 1985y. o July 15, 1985
Balance, opening, March 15, 1985 g _0_
Add: Common stock issued 39830 .1
Less: Net Loss —32998 `
Balance, ending, July 15, 1985 g 6832 ,
.. j
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COBt1SwAL C32C ISCOAPORATEO
•
•1f+' FORECASF btATE461T OF DEBT SERVICE
FLOJ
COVELACE
'p
n1, Aso LA39
v!
S IrLAOLE FOR DEBT SERVICE
1996
1997
1948
'" 1
SOURCE OF CASK.
•• - --
_
• Fro, Lasses
Interest pnrtton of lease S
:08323
561323
959525
'- ?rLoclpal portion of Line
33000
lent flow tbrooeb pnrtton of lees•
120000
120000
12009U
Leuat CrtdLt In 11+n of Interest
'
• earned an tr0uee -held Leads
+'
-72357
";2357
"73.37
-
--------------
f•.T{L AVAILABLE FOi DE31 SERVICE S
9MUd
----------
1,15969
--
93096?
n
• DEBT SERVICE REVf IRENEB(S
------------------------
!at areas portion of Debt S
8nd323
969325
669725
Le9s1 Interest @steed an trustee.
held funds
-72347
-72337
-72357
+ ?rlaclpal - bonds
3S9V0
-
TOTAL DEBT SERVICE RCVU IPE4EBTS S
...........................
------------------------
79596d
:93969
830964
:CST SERVICE COVCe.{CE
1 IS
I IS
I Ir
1
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-
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,�ew�...n.r..ww. mroumrranmm•:unxo
fin or.anmccwaanwnw
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April 251 1985
+
Ms. Beth 11
antinental Cam corporation
16582 Bordeaux
amtingbon Beach, California 98024
Dear Beth:
ffiink ycu ;or your preaentatlen to Dean on 4huraday. W. Corrigan
enjoyed the opportunity m meet with you and was very pleased to hear
of Continental Care's interest in Rancho Cucamonga Business Fork.
I have teen authorized by Dean to submit the following Counterproposal
to Continental Care corporation.
An terms and conditions of the original Offer shall be in effect with
the following clarifications:
1. SA= PRICE: 9ne sales price for the approximate 6.1 acres
shall be five dollars seventy -five ants
($5.75) per square foot.
2. NtAMXMiCYt This Uxmteroffer shall be contingent upon
=
recordation of a finalize] parcel map with
the City of Rancho Cmmmonp. _
3. CM?IMII t3EIf PERIM Upon 7cur signed aooegtance of this
Winteroffer, Continental Care's 90 day
_ •oa:tinngennt period* shell cracence.
4. DE'05IT: At the end of this 90 day period, escrow
_
shall open and Oonttnental Care shall =j
`) v
dollars im mnrefl^.dabla money-
Y.
?'
!spin, Beth, I appreciate your time In presenting your ease trj 1>son.
Again,
L
If the _omgoing meets with your approval, kindly so indicate by
signing at the bottom of this letter, retain ore copy for your files,
?.
tnd return the original to me.
,
H.
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',CR= AIM AC=p= Cr;j 1985.
eys
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MR.-Bee, Cmallbell 11
Vril 25, 1995
Pt -
Pago t-
7wo
te the cFpGftmjiy to tranadt this,ominterpr I to
wilovaotUAKO'At
you
Youc-requast.- to th.. W... i,,
detail. granter
•thank you for ycur tim ard Oxlfff�araticn.
Very truly yours,
Richard H. rea
(818) 810-6426
RLOC/Lni
n1cloffure
cc: Mr- J40 ¢wrlqsn
?t- PlOwbal Brien
E
',CR= AIM AC=p= Cr;j 1985.
eys
ti
project aASGE GROVE, 9EGION,i L"XZD [CAL CLSTEA
i.
Project SIZ43 60 Bad Board A C.rA
27
Z of Use
!It `
130 End SuIsLog Half
.55
5 Other, Our Patient Clinic
.19
SOURCE & USE Of PROJECT FUSDS
— ------ — ------------------
SO.".. Of Fonder
Certificates of Participation 6973843
Interest earned during ccastructloa -193845
Other 0
Total last. 6775000
dF
-PROJECT
COSTS-'
TOTAL
USES,
Sir - 40
------------------------------------
5 & C
moo
PROJECT
Land 6 LO ac,,sC9 :50470 par act.)
833552
4358.0
286475
1527867
•
Cn..tr t 0 rd . 170UO feet 0 1 32.03
uc inn 104
544000
344000
1650000
. " a', 3 SCOO feet a S 30.00
C..'tr. M I
105000C
432000
43ZOOD
Clint 12000 last 0) S 36 00
c
coaltruct"aF;: 0 5 f construction)
35000
t7000
12000
64000
ArM..
coast Most a 05 % Of construction)
55398
26908
t8994
101300
Engineering & PI-44109 rose
27:44
16020
13281
8072
9�75
S699
30000
30390
F.r.'t Fee. - Scat. -115
101172
49191
31658
185000
C,.i .... t -
Eqaip sent - Viand
43750
21230
15000
80000
C9.1pc.c, - Other
0
24609
0
11953
0
3439
0
45000
ultlitl... ?.felt. Ol x
Construction Surety Bond PreaL
Itaso
SM
3799
20260
01, r
0
0
0
0
Other
Clark Of The V.,kv Salary
0
33547
0
17266
0
/SITS
0
65000
A E091,.rrs' E.Pla.06
8107
3964
2413
15000
A,;:rn,ts,t
I b"Ity ,a,:
its 6
0
13672
0
6641
0
Arlas
a
25000
L., . - a.. 1
:L Zee
1460
. 9
11953
6433
45000
ChdOf-Itt-rs' COUSS41
L:41:L F:::
13047
0766
6L$S
331XI
:
L 4 F co.pa.y C ..... 1
•
8203
3934
2813 3
15000
T, at.". . Pa.
$203
3964
2813
15000
P'tc."j. Title, a other Contingency 01
23668
I1496
$Its
43278
De•sLopsent re*
1210.;
39766
42198
223000
Debt S.I.S.• too.... i.nd I ye Act 3
493.23
239859
169313
9U3000
0 . the 0 12 2)
399219
t93906
136073
730000
... !' O L n419.ue) q or B..
ot . ..
3134"
161955
114128
6097050 0
City Teasers Fee 02 Z of Road is. u a
55623 -
-----
-- 31875 ..
--- .
- --
22300
. ----- -
1100
-- 1100__
----
3755OS4
ISSa271
12597'1
6973845
-118820
-55780
-4301.
-tval.3
----------------------
Tat of
3637034
1799483
131 jai
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V
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t BU L CO. MNr. -
', May 14, 1905
Mrs. Elizabeth A. Campbell, President
Continental Care, Inc.
3000 Nest MacArthur Blvd.
Santa Ana, CA 92704
Re: Financing for Multi -Level Health Ca-e Facility
Rancho Cucamonga, California
Dear Mrs. Campbell,
This letter wi indicate the intention of Buchanan 6 Co.,
Inc. (the 'Underwri. ere) regarding a proposed revenue bond issue
of approximately $6,775,000 (the •Bonds') to be iesued by Tdwn of
Rancho Cucamonga, California (the 'Issuer') the proceeds or which
sale will be used to construct and oquip, a 60 -bed board and care
facility, 120 -bed nursing home and out - patient clinic to be
located in Rancho Cucamonga, California (the 'Project') which
will be owned by Continental Care, Inc. (the 'company').
It is anticipated that the Bonds will be sold as a non -rated
issue through a public offering. The maturities of the Bonds and
the interest rates thereon will be agreed to between the Under-
writer and the Company before closing. The final maturity of the
Bonds will not be moro than thirty (30) years from the date of
Issuance. The underwriting discount will be 59 of the face amount
of the Bonds with a managing underwriter's fee of 41. The inter-
est coupon will reflect the market'rate for this type of bond at
the time of closing.
Upon full compliance with the conditions sat forth below,
the Underwriter will give a firm underwriting commitment to
v purchase the Bonds.
1. That the bonds issued be secured by a firot mortgage lien
on the Project and all revenues from the project and also by a
first lien on the fixtures, and equipment of and in the Project
acquired from the proceeds of the Bonds and additionally secured
by all accounts receivable and all other revenues, and'also all
other per2onal property owned by the Cuvpan_y located in the
facility but not acquired with proceed from the Bonds.
2. That a financial feasibility study be prepared by an
accounting firm acceptable to the Underwriter which shall be
�xax sum a, nuvo. ar... rauiux� .wuuwvwasysa�aineonae��oo
Mrs. Elizabeth A. Campbell
Page 2
sati .-factory to the Underwriter in all major respects, and which
will show a debt service coverage of at least 1.20 times durin5
the first year of operation and incr?asing thereafter.
3. That the real property be purchased, or subject to an
option to purchase, of a size sufficient to accommodate the
Project including parking and that all utilities be available
ineluding water and sewer or if sewer is not available that
provis.ons be made for a sewer hookup oe the construction of a
private sewer system sufficient co service the Project.
4. That the Bonds be authorized by resolutions and secured
by an indenture drafted by Mond Ccuns0 that are satisfactory to
the Underwriter in bo!h torm and content, and that all other
documentation regarding the Bonds and all supporting certificates
and opinicns of counsel regarding the Bonds are in form and
contenc satisfactory to the underwriter.
5 That all expenses incurred in connection with the
issuanca of the Bonds shall be paid from bond proceeds including
but not limited to the fees and expenses of all legal counsel
including Bona Counsel and counsel to the Underwriter, the print-
ing of the Bonds and Official Statement, recording fees, Trust-
We fens, titlr insurance, transportation end other costs inci-
dent to the :losing of the Bond issues, inc.uding "riderwriter's
transportation and cut -of- pocket expenses. 10 the Bond issue
fails to close through no fault of the Underwrit^., all such
expenses stall be paid by the Company.
6. That the Underwriter approve the Trustee for the Bonds
and the printer for both the Bonds and the Official Statements.
7. That the Bonds will be accompanied at the time of their
delivery to the Underwriter by the unqualified approving legal
opinion of Bong Counsel acceptabl.e.to the Underwriter, as to the
legality and validity of the issuance of the Bonds and the feder-
al tax- oxemnt status of the interest thereon, and such executed
certificates and other - delivery papers of this type, and as mal
be required by Bond Councel.
S. That you, your accountants, and attorneys and the Company
will cooperate with the Underwriter and its attorneys and Pond
Counsel regarding the preparation of instruments and compliance
with procedures necessary to authorize and secure all matters
relative preparing all pertinent information regarding the
financing, including but not limited to related errsosic and
financial data, so that the same may be disseminated to potential
investors in form typical to bond financing of thin type.
9. That you provide the Underwriter with ouch assistan ^.e
/3/ s_
Mrs. Elizabeth A. Campbell
Page 3
and information as it may request in its preparation of the offi-
cial Statement to be used in the sale of the Bunds and that you
will review the same and give your approval to the contents
thereof prior to the date of delivery of the Bonds.
10. That :`irm estimates and commitments are obtained showing
the cost of the land acquisition, constfuctior, equipment and
furnishing of the facility and also the costs of the financing
including all costs and fees in connection therewith and all
other expenses in connection with the bond issue, plus the
capitalized interest and all other reserrres or other funds for
s ^rvicing the Bonds, and that the aggregate of all such costs and
expenses shall not exceed the total amount of the proposed issue
less estimated interest eerned plus equity contributions, if any.
11. The funding of a debt service reserve fund equal to the
maximum principal and interest payment for one year.
12. That payments under the loan agreement or lease shall at
all tines oe at least sufficient to jetvice the principal and
interest requirements of all bonds.
13. That all management fees and operating expenses shall be
subordinated to all debt service requirements.
10. That the property is properly zoned for the type project
proposed and that all necessary government approvals and permits
of all types have been obtained.
15. That a Certificate of Reed is in existence in the name
of the company at the time of closing authorizing cost for the
project In �n amount at least equal to the amounts shown in the
proposed use of bord proceeds.
16. That a sign be erected at the constfuatior. site and
:emain there during the construction period stating; 'Financing
for this Project Provided by Buchanan a Co., Inc., Investment
Bankers, Jackson, Mississil•Pte.
17 That the underwriter have the right of fir' .eZusal to
finance &n+ future bend issues relative to the project including
renovations and additions and purchases.
Id. T.nat the revenue bond market is such as to permit the
ready able of the Bonds.
19. That the printed Preliminary official statement are in
the Underwriter's possession at least three weeks prior to clos-
ins and that the underwriter, in its discretion, shall determine
a. closing date when It determines that a sufficient amount of
v'.
It;
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4•
pp �c$4"
." j••. "r'=; i+-• :t c� ;..�:.N -�Y :.'sy.;.•< •'Y. - -�I>.r i�4�IXn,+�^
Mrs. Elizabeth A. Campbell
•'_
Page 4
i
bonds nas oxen pre -sold.
AM
20. That all expenses, £ees and costs of registering the
or.ginal issuance of the bonds, and all subsequent transfers of
-
ownership will be paid by the Company.
'
21. That authority is obtained from the various state secur-
ity di•tisions to sell the Bonds therein and that no sharp changes
occur In the bond market and further that no material changes are
'•<
r^quired tc the Preliminary Official Statement.
22. That all parties are ready and able to close at the tJ.c
of closing
We are prepared to proceed immediately and continue worki:g
with all due diligence to completirn of the financing and, baser`
'
upon all of the above being complied with, the Underwriter agrees
'
to act as excluzJvo source of financing for the Bond Issue
detailed heroin find requests that you indicated your approval and
acceptance of the agreement by executing a copy of thin letter
and returninq the same to us. This indication of interest lettor
shal. continue tvtil terminated by the Underwriter at its
discretion.
Sincerely Yours,
BUCHANAN 6 CO., INC.
Ron McAnally r
Municipal Underwriting
F
The above conditions, terms and provisions• are accepted
and agreed to by the Undersigned.
YY •;> +
F' Elizabeth A•, Campbell, President
CONTINENTAL CARE, INC. -
u
r,
BYt
DATE
433
' ,4
..Tar- - { :t��, ,�,. ,.�ii•�� -' 0
May 14, 1383
F.UCEANA11 a CO., INC.
. 403on, 11S
Oran9i• 3rove Rng!.06d1 Medical Center
Rancho Cucamovin, Ca3i9o:nin
Eartimata of rourco3 an6 Wes of Funds
SOLACES OF PUNU6,
,
Secias A flonds i6,77b,00C,
In.orest on Irvesced Punav 1981845
7ota1 snucces 86,973,0.15
UIM OF FUNI16c
F
"
0:,527,867
Construction - Doare a Cvct,
344,000
Cnuscruca., n - Nurs'ng Roma
1,050,000
Construction - Oucp .-. Clinic
432,060
Architect foe
6.,OnO
e+
1.
Land
0:,527,867
Construction - Doare a Cvct,
344,000
Cnuscruca., n - Nurs'ng Roma
1,050,000
Construction - Oucp .-. Clinic
432,060
Architect foe
6.,OnO
Conat. Mgmt. fee
101,2.0
Engineortng and PLlnning
°0,000
state Permit
3013911
Movab2a Equipment
1P5,u00
Figed Equipment
e0,000
utility rere.ite ..
45 D"
Comet. Surity Sou#
20,26//
Clerk of the Work&.
65,000
Arch, a Sng. ex,- •enses
15 GJO
Feasibility utvly
25,t,OV
Legal fees
9300j
'
Printing, truttee, title
58,279
r
Development fee
22'j,000
'
Issuer's See
130,000
_
Capitalised interest (IO .00s,)
730,000
, r�
Debt service reserve (12 mos.)
103,070
Underwriting and di4count
609,750
.'••.-0sgi
Total Uaeo
16,973,195
' -;��f-
..
��= TrLZ�.,'
�: �il: ri' C3,* 'cL�%i:`7Y :•aiv�� "•r.. °.!:..:t
.. 4 .,,
, _, ., i ,C;!;;��: ar. �a� ' r
1.
�4•iy ,.
.. � -' 'd
+C •0A'• I.. �;.�.$ a:'Ij.'i, : ;
.. . ,f +c.
.: i': n+ y3P.A�r'1 ;'S jin
BUCHANAN i CO.,
INC
May
14, 1985
Orange Grove
Regi2nal Medical Center
+'
Rancho Cucamonga, California
Amortization
Schedule
_
(OrangeGsl)
No.
Year
Principal
Coupon
Interest
Payment
1
1986
0
0,000
86x,325,00
860,325.CC
2
1987
0
0.000
868,325,00
868,325.CO
-
3
1988
35,000
10.000
868,325.00
903,325.00
4
1989
40,000
10.250
864,825.00
904,825.OU
5
1990
45,000
10.503
860,725.00
905,725.00
•`
6
1991
50,000
10.750
856,000.UO
906,000.00
`
"'•t
7
1992
50,000
11.000
850 - 625,00
900,625.00
•, �'+
8
1993
60,000
11.000
845,125.00
905,125,00
9
1994
65,000
11.250
838,525.00
903,525.00
10
1995
70,000
11.500
031.212.50
901,212.50
11
1996
80,000
12.750
823,162.50
903,162.50
12
7997
, 90,000
12.750
812,962.50
902,902.50
13
1998
100,000
12.750
831,487.50
901,487,50
14
1999
115,000
12.750
788,737.50
903,737.50
15
2000
130,000
12,750
774,075.00
904,075.00
•
16
2001
145,000
12.750
757,500.00
902,500.00
-
17
2002
165.000
1:. ?50
739,012.50
904,012,50
•
18
2003
185,000
12.750
717,975,00
902,975.00
19
2004
210,000
12.750
694,387.50
904,387.50
`
20
2005
235,000
12.750
667,612,50
902,612.5U
21
2006
265,000
13.000
637,650.00'
902,650,00
22
2007
300,000
13.000
603,200.06
903,200.00
23
2008
340,000
13.000
564,200.00
904,200,00
24
2009
383,000
13.000
520,000.00
9C5,000.00
"
25
2010
435,000
13,000
169,950.00
904.950.00
26
2011
490,000
13.000
413,400.00
903,400.00
27
2012
555,000
13,000
349,700.00
904,700.00
•
28
2013
625,000
13.000
277,550,00
902,550.00
29
2014
710,000
13.n00
396,300.00
906,300.00
30
2015
800,000
13.000
104,000.00
904,000.00
-?
.4�1
TOTALS
6,775,000
20,264,875,00
27,039,875.OU
Average
Maturity:
23.14 Years
Ave. age
Coupons 12.92526
•�±;
r,x
:ft
r
.'% Li 1. n f
.Lr
..':Y,lKih�Yi.
n.•�+
p "�:,R",v'•'�" .y�IF' . .. .1 - :�.w�'����wc_ -\; ,-w. ,� 4'tf�+�`twW'r \r
• RESOL MON NO. RA-11-6.f- P_ P
A RESOLUTION OF THE REDEVELOPME14T AGENCY
OF THE CITY OF RANCHO CUCAMONGA INDICAT114C
�• ITS INTENT ''0 PROVIDE FOR THE ISSUANCE OF
OBLIGATIONS AND THE INSTALLMENT SALE
FINANCING OF A COMMERCIAL HEALTH CARE
FACILITY BY CONTINENTAL CARE, INCORPORATED
WHEREAS, the Redevelopment Agency of the Cit of Rancho
Cucamo,. o (the "A en y
9 g 00 is authorized pursuant a the Community Redevelopment
Law, being Sections 33000t and the IoIIaNing, of the Health and Safely Code of the State
of California (the "Act ") (Il to purchr so property, both real and persoasl, and any interest
therein for purposes of redevelopment In a redevelopment area; 01) to sell or otherwise
dispose of any property, both real and personal, and any Interest therein for purposes of
redevelopment in a redevelopment project area; and 011) to make and execute contracts
and other Instruments necessary or conventent to the exercise of Itz powers; and
WHEREAS, Continental Care, Incoporated, fthe "Developer") has
requested assistance in the financing cf the acquisition and constrcetLm of a medical
health core facility containing approximately 64,000 square feet proposed to be located
on 6.1 acrd at the Intersection of White Oak and Elm Avenues (tl°e'Prcject "), all located
In the Rancho Redevelopment Project Ama of the Agency (the "Project Area "); and
WHEREAS, sold financing Is proposed to be facvided by means of the
Agency entering into an installment sale arrangement with respect to the Project,
Including the Issuance of certificates a` participation or by means of the Agency
otherwise issuing tax- exempt obligations (said certificates or obligations being
collectively referred to as the "Obligations ".; and
WHEREAS, the Inducement Resolution is not Intended to act as an
endorsement by the Agency or the C,t -, for the project and that all necessary local and
State project approvals must be in piece 01 for to the sale of the Obligations. Loco)
project approvals shall include, but not be limited to, approval of a tentative subdivision
{, map, approval of final devffopment propcsvis and completion of the environmental
review process.
NOW THEREFORE, BE IT RESOLVED, by the Redevelopment Agency
of the City of Rancho Cucamonga as follows:
Section 1. Findin s• Thb Board hereby determines that r"
undertaking of the financing of the ro ect by tMs Agency may be a factor In the accrues
r, of public benefits to be received from the Proje:t, should the Project be approved and
;y constructed, and that the proposed financing is in accord with No purposes and requirements of the Act.
if. ?iee.at �' ,n• �
t'
G
.y
(e) All contracts relating ro the acquisition, construcsion,
installation and equipaing of ^he Project stroll be solicited, negotiated, awarded and
executed by the Devehper, for its Own occount, subject to applicable federal, state end
local laws
have no pecuninry�liability ,; the Developer for any fees to corm connection wCh the Project.11
recover any and all costs to the Agency or the CI y off Rancho Cu am�Cucamongi shoel
which are Incurred in furtlpronce of or attribvtoble to `he issuance of th. Obllgotti Boni. IIf
the Obligations ore not Issued, all such costs shall bo paid by the Developer. Should fees
not be paid to the Agency or the City, which are attributable 1, the Project, in a timely
monier, nothing In this rtesobutim $boll preclude the Agency from rescinding Its approval
of this Inducement Resolution or my other approvals which one rcessary to the
furtherance of Issuing the proposed Obligations and the Installment Sale financing.
Section G Eftective Date. This Resolution shall tcke effect r
immediately upon adoption.
X3-7 ='
����- }i'I•j8 .a1 ,��4rF,y`� � X0.43; `,,// -. � - .. J' —'> R ,r
Section 2. Issuance of Obligations. Subject to completion of-the
proceedings and other matters relating !hereto to
1-
the u satisfaction of this Board, and
subject to the Project receiving all neceuary local end State gov- rnmental cpprdvais,
"
this Board hereby agrees to provide flnocing to the Developer or such other person ar
entity approved by the Agency for the Project through the issuance of Obligations
as
described In this resolution In an omou-,t not to exceed 51 40C,000.
y
Section 3. NaRvo cf O�EII atiow. The Obligation to be Issued
shalt be special obligations of theTignncy
payable solely from Installment payments w
other revenues to be received by the Agent' pursuant to all agreements (Including
rn3r
any
Installment sale agreement with the Developer) In connection with the financing of the
Project, all in a form acceptable in tied A sa
the Agency, the City of Poncho Cucamonga the S .'afelOf Califotniaeorlmy orlon of
Y
ie
subdivision thereof. , Political
'
Section 4. Official Actten. It is intended that this Resolution
shall constitute "some other similar o e al earn" toward the Issuance of Indebtedness
.t
within the meaning of Section 103 of the Internal Rceenue Cod#, of 1054, as amended, and
the regulations thereunder.
' f
„
Section S. Other Approvals The adoption of W. Resolution shall
not bind the Agency to Issue certificates o
put cTpot!on, bonds or other otoPgallons until
end unless all other necessary actions and approvals ore taken or received in accordance
with off applicable laws. The adoption of this Resolution does not and shot not limit in
any manner whatever the Agency's and the City of Rancho Cucamonga's full dlscretlon fan
deny any further permit or approval that may be
>.'
necessary for ultimate completion of
the proposed project. In this cow tclion s
^�
G
.y
(e) All contracts relating ro the acquisition, construcsion,
installation and equipaing of ^he Project stroll be solicited, negotiated, awarded and
executed by the Devehper, for its Own occount, subject to applicable federal, state end
local laws
have no pecuninry�liability ,; the Developer for any fees to corm connection wCh the Project.11
recover any and all costs to the Agency or the CI y off Rancho Cu am�Cucamongi shoel
which are Incurred in furtlpronce of or attribvtoble to `he issuance of th. Obllgotti Boni. IIf
the Obligations ore not Issued, all such costs shall bo paid by the Developer. Should fees
not be paid to the Agency or the City, which are attributable 1, the Project, in a timely
monier, nothing In this rtesobutim $boll preclude the Agency from rescinding Its approval
of this Inducement Resolution or my other approvals which one rcessary to the
furtherance of Issuing the proposed Obligations and the Installment Sale financing.
Section G Eftective Date. This Resolution shall tcke effect r
immediately upon adoption.
X3-7 ='
����- }i'I•j8 .a1 ,��4rF,y`� � X0.43; `,,// -. � - .. J' —'> R ,r
9
Noveaber 6, 1985
CITY OF RAICNO CUCAMINGA
IIDSPZLOPMIDT ACNICY MINOINS
i , cAdL TD aw
A rating of the Wevalo,7meet A4aacy of the C r of Rancho Cueamea;a mot o0
Wednesday. November 6, 198x, in the Lines Park Cornumity Center, 9161 Base Line
Reed, Rsucht Cueameup. The rating was called to order at 7 :05 p.m. by
iCbairre Jon D. Mikel*.
Present were Agency Memserst resale J. Wright, Charles J. Buquet II, Richard
M. Dahl, dffrey King. amd Chairman Jon D. Mikels. -
Also crosser were: O:acutire Diractor, Lauren N. Woosormen; Deputy Director,
Jack Les; Assictant Secretary, Beverly A. Autbeloc; and Legal Counsel, John
i $two. -
Approval of Cinutes: M02IOM: Mooed by Dahl, socondei by Wright to approve the
minutes of October 2, 1985. Motion carried 4 -0-0-11 Nsuquat abstained).
aaraa:
2. ADy=3z zL1, =32 ''U
21. DToro91t D• uAL rNOrdyy 7r CD•N1OCL'LOnI YLTN TNS 7116E r. v07 6 t= /tN • ? - (Ij
Or t'aE elvn Cawacr nrLNCT - As part of thn Certificate of
Participation Program mud the Installment Sale Piaaseing ASreerat a hearing
coat be held pursuant to the Neaith sad Cafety Code, for the propert7 generally
located at the eortboast corner of Sayou Avenue and 7th Street. Staff report
by Deputy Director, Jack Lam. (0203 -06 RDA)
Chairmea Mikela opened the retias for public bscri =t. A- IdraoolcA CouG. 1 •d..
Tim Boodle, representing A. R. RmINr Deyelapmeat Compaq, Penrod they war&
locking forward to the project.
Assistant Secretary Authelet red the title of Resolution go. PA85-13.
"SDLUTIns 10. RUS -13
A RRSOLUTION Of TNg RIDZVr-O"=T AGIICT Of THE CITY OP
RANCRO CUCANONPA APPROVING 739 DISPOSAL OF PROPE:T4 PURSUANT
TO TO INSTALLMENT BALI 711ANCIW Of TRR NAVUN COMMZSCB
CINT@ PROJKT
P.OrION: Moved by != :,.at, seconded by Debt to approve Resolution No. RA85 -13.
Notion carried 5-0
eaaaaa
21. WOVAL or NrUX ?r. ORS1CNIyta M nays ,_�� Cra U1L An (2)
report by Deputy Director. Jack Lea,
Mr. Lai recomreded that the Agency adjourn to after the Council as *tins to
coasidur this item after the Couneil considers City Ctuncil item 4R. (see City
Council Minutes 11 -6 -85, page 12 for action).
RIVOLOTION No. SA 83-14
A RNBOLUTIOR OP TIN RIDATILOPMIST AGRNCY of In CITY OF N'';
INCIO CUCAMONGA APPROVING DOCDMINT[d ATdOIDTIRC A'TBDCTNN ,
�.
AND 30310 COUNCIL AND ADTIORIZING TIN SALT Of CRITI[ICAT26 Of
PA17ICIPATIOC AND MARIRG CERTAIN FIXDINCS IN CoNN[M. on WITS '+
TIN InvAncz or SAID CERTIPIGITBN %uYn CoMMERCN VOTER
P2OJ%CT) ' d,
s:'o
�,- ����. r +.stir yty: f 6 �1 •y .
Redevelopment Agency Minutes
November 6, 1985
,
Page 2
(3)
a. STAFF REPORTR
3A. ANNUL teFD@ nF tIDLVII OFNENT AGENCY ACrryrS[ES Yoe PISCQ YEAR 19g),•K;
3E. AR9l'ec l toll DF enn AFMNT AGENCY ACTIVITI 9 FOR FISCAL teas 19.v, =U.
(Item JA and 38 were handled cosathad. Staff report by Deputy Director, Jack
Lan. (0203 -06 RDA)
Chairma Mikels opened the "atiog for public cement. There being no
response, the public mating was closed.
MOTION: Moved by Ring, secuoded by fright to approve the Annual Reports for
1983 -84 mad 1984 -85 and authorize their submittal to the State. Motion carried
unanimously 5 -0.
• e : r r
(4)
3C. CONSIDERATION FOR AN INDUCEMENT RESOLUTION IN Tax AworMT nP c6.800.00o Pot
PROPOa® MEDICAL FACILITY
A To BE DEVEIDrED Bl CONTINENTAL rye. Ncal RP02ASm.
Staff report by Deputy Director, Jack Lam, (0203 -06 RDA)
Agency member Buquat stated he had no intention of eating for this iulueamat
resolution.
Agency =mbar Dahl stated that a similar facility has bssn approved by the City
of Fontana which will be basted out to our border. This would make three
acute care facilities aver or in Rancho Cuca=agA. Ha did not want to pea
Rancho Cucamonga beco= to metal hospitals as Chino has become to prisons.
Agency mab er Rirt seated he had previously expressed opposition as to who:* it
was located and his position has not cheated.
Chairmo Mikele opened the meting for public Input. Addressiag the Agency
Waal
4
�
Fred Jackson, representing Continental Cara stated :he
P R , proposal u
approved by the Planniu6 CemaLdsioa is for a skilled nursing facility, a
board and care facility, and a clinic. It is not a hospital and would not
be in competition With any of cbe other facilities which might be in
surrounding areas.
r
Assistant Secretary Authal at read the title of Resolution Nu. RA&5 -15.
c
RESOLUTION NO. RABS -13
A RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OP
RANCHO CUCAMONGA, CALIFORNIA, IRDICATING ITS INTENT TO
PROVIDE FOR TEN :SSUAMCE OF OBLIGATIONS AND THE INSTALLMENT
BALE ►IRANCaNG OP A COMMBRCIAL .GZALTH CARE FACILITY By
+
CONTINENTAL CARE, INCORrORATED
7
ACTION: Agency took no action. Thera was Looufficient support from the Agancy
ti
for passata of the inducemat resolution.
, e e r i e
t�
Mr. Lam requested the mating adjourn to a Closed Session regarding property
negotintloaa. The meting adjourned to reconvene after City Council item 4E is
Aj
discussed. The meting adjourned at 7:20 p.a.
N:
(yy,,
Respectfully submitted,,�/J
f
,}
Beverly A. Authelet
nu
Assistant Secretary
Approved: December 18, 1965
'$a•,