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HomeMy WebLinkAbout15-156 - Resolutions RESOLUTION NO. 15-156 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAMS AND ASSESSMENTS, APPROVING THE ANNUAL ENGINEER'S REPORTS AND ORDERING THE LEVY AND COLLECTION OF THE ANNUAL ASSESSMENTS WITHIN LANDSCAPE MAINTENANCE DISTRICT NO'S. 1, 2, 3A, 3B, 4-R, 5, 6-R, 7, 8, 9 AND 10, INCLUSIVE, FOR FISCAL YEAR 2015/2016. WHEREAS, the City Council of the City of Rancho Cucamonga did on the 15th day of July, 2015, adopt its Resolution of Intention No. 15-121 (the "Resolution of Intention") pursuant to the Landscaping and Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and collect assessments within Landscape Maintenance Districts Nos. 1, 2, 3A, 313, 4-R, 5, 6-R and 7 through 10, inclusive (each a "District" and collectively the "Districts") for Fiscal Year 2015/2016 and giving notice of the time and place for a public hearing by the City Council on the levy of the proposed assessments within the Districts; and WHEREAS, the City Council previously received and preliminarily approved a report of the Assessment Engineer (each an "Annual Engineer's Report" and collectively the "Annual Engineer's Reports") for each District as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"); and WHEREAS, subsequent to the preliminary approval of the Annual Engineer's Reports, the Assessment Engineer revised each of the Annual Engineer's Reports (each a "Revised Annual Engineer's Report" and collectively the "Revised Annual Engineer's Reports") to add to such reports information regarding the annexations, if any, to each applicable District during Fiscal Year 2015-2016 and to make certain other insubstantial formatting revisions to the summary of assessments and the District budgets that did not result in an increase of the expenditure budget for the Districts, or any one of them, or the aggregate assessments or any individual assessment proposed to be levied within the Districts, or any one, of them; and WHEREAS, notice of such public hearing was duly and legally published in the time, form and manner as required by the Assessment Law, shown by the affidavit of Publication of said Resolution of Intention on file in the Office of the City Clerk; and WHEREAS, said City Council having duly received and considered evidence, oral and documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the contemplated work and the benefits to be derived therefrom, and said City Council having now acquired jurisdiction to order the proposed work. NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED by the City Council of the City of Rancho Cucamonga, as follows: RESOLUTION NO. 15-156 - Page 1 of 3 SECTION 1. This City Council hereby finds and determines that: a. Notice of the public hearing has been given and the proceedings for the consideration of the levy of the annual assessments within each District have been undertaken in accordance with the 1972 Act; and b. The annual assessments for Fiscal Year 2015/2016 proposed to be levied within each District as set forth in the applicable Revised Annual Engineer's Report do not exceed the annual assessments as previously authorized to be levied within such District, and therefore, the proposed levy of assessments for Fiscal Year 2015/2016 within such District are not deemed to be "increased" over the maximum authorized annual assessments. SECTION 2. The final assessments and diagrams for the proceedings, as contained in the Revised Annual Engineer's Report for each of the Districts, is hereby approved and confirmed. The assessments for the Districts contained in the Revised Annual Engineer's Reports for Fiscal Year 2015/2016 are hereby levied upon the respective lots or parcels in the Districts in the amounts as set forth in the applicable Revised Annual Engineer's Report. SECTION 3. This City Council hereby orders that the work, as set forth and described in the Resolution of Intention, be done and made. SECTION 4. The above-referenced diagram and assessment shall be filed in the Office of the City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public inspection. SECTION 5. The City Clerk is hereby ordered and directed to immediately file a certified copy of the diagram and assessment with the County Auditor. Such filing shall be made no later than the 3rd Monday in August 2015. SECTION 6. After the filing of the diagram and assessment, the County Auditor shall enter on the County assessment roll opposite each lot or parcel of land the amount assessed thereupon, as shown in the assessment. SECTION 7. The assessments shall be collected at the same time and in the same manner as County taxes are collected, and all laws providing for the collection and enforcement of County taxes shall apply to the collection and enforcement of the assessments. SECTION 8. The assessments as above confirmed and levied for these proceedings will provide revenue and relate to the fiscal year commencing July 1, 2015 and ending June 30, 2016. RESOLUTION NO. 15-156 - Page 2 of 3 PASSED, APPROVED, AND ADOPTED this 5'h day of August 2015. AYES: Alexander, Kennedy, Michael, Spagnolo, Williams NOES: None ABSENT: None ABSTAINED: None L e is Michael, 9ayor ATTEST: ice C. Reynolds, Cit Clerk I, JANICE C. REYNOLDS, CITY CLERK of the City of Rancho Cucamonga, California, do hereby certify that the foregoing Resolution was duly passed, approved and adopted by the City Council of the City of Rancho Cucamonga, California, at a Regular Meeting of said City Council held on the 51h day of August 2015. Executed this 611 day of August 2015, at Rancho Cucamonga, California. J ice C. Reynolds, City Clerk RESOLUTION NO. 15-156 - Page 3 of 3 Annual Engineer's Report Fiscal Year 2015/2016 City of Rancho Cucamonga Landscape Maintenance District No. 1 (General City) CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 1 (GENERAL CITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2741 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 5 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 21 District Budget Definitions of Budget Items Method of Assessment 24 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 28 Assessment Roll 30 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July 15, 2015 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the 1972 Act") adopted its Resolution No. 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 1 (General City) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $ 1,222,530.00 Plus Anticipated Delinquencies 44.770.00 Total Estimated Revenue $ 1,267,300.00 Less Operating Reserve Fund Contribution (67 660.00 Total Expenditure Budget $ 1,199,640.00 Total District EBU Count 13,258.16 Actual Assessment per EBU $ 92.21 Maximum Allowable Assessment per EBU $ 92.21 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. Landscape Maintenance District No. 1—City of Rancho Cucamonga 1 Fiscal Year 2015/16 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. F�QP DRUE Wy9! C� sl`G y No.C053672 Exp.630•r1 ? s CM \CW ar A. Steuer, Director of Engineering Services/City Engineer Landscape Maintenance District No. 1—City of Rancho Cucamonga 2 Fiscal Year 2015/16 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting of landscape or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Landscape Maintenance District No. 1—City of Rancho Cucamonga 3 Fiscal Year 2015/16 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, or opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Landscape Maintenance District No. 1—City of Rancho Cucamonga 4 Fiscal Year 2015/16 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as that area of the City which is not located within the City's planned development communities. The District is made up of various landscaped sites throughout the City. As such, the parcels within the District do not represent a distinct district area as do the other LMDs within the City. Typically parcels have been annexed to the District as they have developed. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services The improvements maintained by the District include the paseos, community trails, trees, landscaped sites and appurtenant facilities that are throughout the District. These improvements are located within the street right-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Bear Gulch Park, East and West Beryl Park, Old Town Park, Church Street Park, Golden Oaks Park, Hermosa Park, and the undeveloped Don Tiburcio Tapia Park. Site # Descriptive Location A-1 The north and south side of Wilson from Hellman to Amethyst. Ground Cover area: 22,982 square feet Hardscape area: 5,694 square feet A-2 The east side of Hellman from 326 feet south of Pepperidge to 73 feet north of Pepperidge. Ground Cover area: 5,810 square feet Hardscape area: 1,600 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 5 Fiscal Year 2015/16 A-3 The south side of 19th Street from 62 feet east of Mayberry to 173 feet east of Mayberry. Ground Cover area: 1,680 square feet Hardscape area: 440 square feet A-4 The south side of Wilson from Amethyst to Archibald; the planters and cutouts on the west side of Archibald from Wilson to 105 feet south of Cottonwood. Ground Cover area: 5,625 square feet A-5 The north and south side of Diamond Court from Klusman to Diamond Ave. Ground Cover area: 3,143 square feet Hardscape area: 1,864 square feet A-6 The parkway on the north side of Wilson from 348 feet east of Morning Canyon to Alder Ridge. Ground Cover area: 5,700 square feet Hardscape area: 4,760 square feet A-7 The cutouts and vines on the south side of Wilson from the Alta Loma Channel to 240 feet east of Zapata. Ground Cover area: 911 square feet A-8 The east side of Broken Star from 80 feet south of Highland to Highland; the north side of Highland from Amethyst to Broken Star including wood chip area north of sidewalk, the south side of Highland from Broken Star to Amethyst; the west side of Amethyst from 140 feet south of Highland to 265 feet south of Highland. Ground Cover area: 6,545 square feet Hardscape area: 2,554 square feet Mulchscape area: 14,005 square feet A-9 The south side of Highland from Hellman to Broken Star. Ground Cover area: 7,865 square feet A-10 The south side of 19th from 170 feet west of Pilgrim to 167 feet east of Pilgrim. Ground Cover area: 1,808 square feet Hardscape area: 1,084 square feet A-11 The east side of Amethyst from Lemon to 230 feet north of Apricot. Ground Cover area: 2,115 square feet Hardscape area: 3,438 square feet A-12 The west side of Sapphire from 710 feet north of Hillside to Hillside. Landscape Maintenance District No. 1—City of Rancho Cucamonga 6 Fiscal Year 2015/16 Ground Cover area: 4,500 square feet A-13 The south side of Victoria from 110 feet west of London to Ramona. Ground Cover area: 2,705 square feet Hardscape area: 3,480 square feet A-14 The west side of Archibald from 273 feet north of La Gloria to Lemon; the La Gloria median from Archibald to Jadeite; the north and south side of La Gloria from Archibald to 53 feet east of Jadeite; the north side of Lemon from Archibald to 55 feet east of Klusman. Ground Cover area: 12,880 square feet Hardscape area: 12,030 square feet A-15 The planters and cutouts on the east side of Archibald from 610 feet south of Cottonwood to Wilson; the south side of Wilson from Archibald to Alta Loma Channel. Ground Cover area: 2,110 square feet A-16 The cutouts and planters on the east side of Archibald from Banyan to 190 feet north of Sunflower. Ground Cover area: 1,580 square feet A-17 The cutouts and planters on the west side of Archibald from 225 feet south of Wilson to Banyan. Ground Cover area: 2,362 square feet A-18 The cutouts and planters on the north side of Banyan from Jadeite to 410 feet west of Jadeite. Ground Cover area: 216 square feet A-19 The cutouts and planters on the east side of Amethyst from 192 feet south of Sunflower to Manzanita. Ground Cover area: 4,325 square feet A-20 The west side of Archibald from 210 feet north of La Colina to 230 feet south of Almond; the south side of La Colina from Archibald to Jadeite. Ground Cover area: 17,120 square feet A-21 The planter adjacent to the equestrian trail from Riverwood to Raspberry north of the County flood retention basin that is west of Chaffey College. Ground Cover area: 22,832 square feet A-22 The west side of Haven from Carrari to Vista Grove. Ground Cover area: 4,572 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 7 Fiscal Year 2015/16 A-23 The west side of Haven from 434 feet north of Manzanita to 258 feet south of Manzanita. Ground Cover area: 48,390 square feet Turf area: 5,868 square feet Hardscape area: 4,581 square feet A-24 The south side of 19th from 286 feet east of Amethyst to 166 feet west of Klusman. Ground Cover area: 5,904 square feet Hardscape area: 2,938 square feet A-25 The equestrian trail and planters on the east side of Hermosa from 421 feet south of Whispering Forest to Sun Valley. Ground Cover area: 17,529 square feet A-26 The west side of Haven from 630 feet north of Wilson to Wilson; the parkway on the north side of Wilson from Haven to Mayberry; the parkway on the east side of Mayberry from Wilson to 382 feet north of Poplar, and the east and west side of Cartilla from Wilson to Poplar. Ground Cover area: 10,243 square feet Mulchscape area: 25,297 square feet A-27 The north side of 19th from Mayberry to 93 feet east of Castle Gate. Ground Cover area: 5,145 square feet Hardscape area: 2,870 square feet A-28 The east side of Hermosa from 360 feet south of Manzanita to Manzanita, and the south side of Manzanita from Hermosa to Raspberry. Ground Cover area: 7,421 square feet Hardscape area: 4,712 square feet A-29 The south side of Wilson from 240 feet west of Timbermist to Hermosa; the west side of Hermosa from Wilson to 213 feet south of Oak Grove. Ground Cover area: 11,184 square feet A-30 The equestrian trail and plant material from the curb to the tract wall on the west side of Hermosa from 118 feet south of Hillside to 160 feet south of Waterford. Ground Cover area: 12,132 square feet A-31 The south side of Lemon from London to Calle Hermosa. Ground Cover area: 4,404 square feet Hardscape area: 1,800 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 8 Fiscal Year 2015/16 A-32 The north side of Lemon from the Alta Loma Channel to London; the east side of London from Lemon to Cypress. Ground Cover area: 4,463 square feet Hardscape area: 3,375 square feet A-33 The parkway on the east side of London from 158 feet north of Banyan to 310 feet north of Banyan. Ground Cover area: 1,029 square feet Hardscape area: 1,160 square feet A-34 The south side of Alta Loma Dr. from Mayberry to Revere. Ground Cover area: 2,772 square feet A-35 The west side of Hermosa from Lemon to 125 feet north of Highland, the parkway on the south side of Lemon from 621 feet west of Hermosa to Hermosa. Ground Cover area: 10,494 square feet Hardscape area: 9,207 square feet Mulchscape area: 2,370 square feet A-36 The south side of Lemon from 385 feet west of Mayberry to Cartilla. Ground Cover area: 4,850 square feet Hardscape area: 4,915 square feet A-37 The south side of Hillside north and south of the equestrian trail from Beryl to 203 feet east of Eastwood. Ground Cover area: 4,900 square feet A-38 The median in the 9200 block of Monte Vista. Ground Cover area: 500 square feet Hardscape area: 1,380 square feet A-39 The south side of Almond from Henry to Sapphire. The west side of Sapphire from Almond to 255 feet south of Bella Vista. Ground Cover area: 6,926 square feet A-40 The parkway on the east side of Jasper from Hunter to Highland. The parkway on the south side of Highland from Jasper to Carnelian. The west side of Carnelian from Highland to 210 feet south of Highland. Ground Cover area: 14,858 square feet Hardscape area: 6,040 square feet A-41 The west side of Sapphire from 236 feet north of Thoroughbred to Banyan. Ground Cover area: 1,784 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 9 Fiscal Year 2015/16 Hardscape area: 812 square feet A-42 The parkway on the west side of Beryl from 132 feet north of Sunflower to Banyan. Ground Cover area: 4,735 square feet Hardscape area: 5,772 square feet A-43 The north side of Base Line from Topaz to the Cucamonga Creek Channel. Ground Cover area: 4,563 square feet Hardscape area: 1,890 square feet A-44 The cutouts on the west side of Sapphire from Banyan to Marble. Ground Cover area: 7,300 square feet A-45 The mainline for this site was connected to A-46 9-8-99. A-46 The south side of Banyan from Northstar to Zircon. Ground Cover area: 7,448 square feet Hardscape area: 7,890 square feet A-47 The cutouts and vines on the north side of Banyan from 180 feet east of Zircon to 186 feet west of Vineyard. Ground Cover area: 1,300 square feet A-48 The parkway on the west side of Beryl from 452 feet north of Cielito; 158 feet south of Cielito and the easement between 9063 and 9073 Cielito from Cielito to 170 feet south of Cielito. Ground Cover area: 6,916 square feet Hardscape area: 2,440 square feet A-49 The east side of Carnelian from 662 feet south of Banyan to Banyan; the south side of Banyan from Carnelian to Northstar. Ground Cover area: 5,906 square feet Hardscape area: 6,972 square feet A-50 The north side of Almond from Sapphire to Crest View; the east and west side of Skyline from Almond to 595 feet north of Almond. Ground Cover area: 17,600 square feet Hardscape area: 8,680 square feet A-51 The planter adjacent to the equestrian trail; from Haven to Riverwood, north of County flood retention basin, west of Chaffey College. The west side of Haven from 400 feet north of Amber to 270 feet south of Amber, and the north and south side of Amber from Haven to San Felipe. Ground Cover area: 37,977 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 10 Fiscal Year 2015/16 Hardscape area: 5,458 square feet A-52 The east side of Riverwood, from 188 feet south of Charwood to 193 feet north of Charwood. Ground Cover area: 2,750 square feet Hardscape area: 1,698 square feet A-53 The west side of Jasper from Hunter to Highland. The south side of Highland from Jasper to 308 feet west of Sard. The east and west side of Sard from Highland to Hunter. Ground Cover area: 7,445 square feet Hardscape area: 4,740 square feet A-54 The west side of Beryl from 233 feet north of Mignonette to Mignonette. Ground Cover area: 2,637 square feet Hardscape area: 932 square feet A-55 The north side of 19th from Cartilla to Mayberry. The east side of Mayberry from 19th to Heather. Ground Cover area: 8,410 square feet Hardscape area: 5,060 square feet A-56 The east side of Beryl from 410 feet north of Wilson to Wilson. The north side of Wilson from Beryl to 731 feet west of Buckthorn. The south side of Wilson from Buckthorn to Beryl. Ground Cover area: 19,708 square feet Hardscape area: 5,436 square feet A-57 The east side of Hermosa from 115 feet north of Coca to 451 feet north of Coca. The trail north of water retention basin from Hermosa to 619 feet east of Hermosa. Ground Cover area: 9,406 square feet Hardscape area: 6,794 square feet A-58 The west side of Haven from 510 feet south of Victoria to 1005 feet south of Victoria. Ground Cover area: 7,301 square feet Hardscape area: 4,790 square feet A-59 The east side of Archibald from 820 feet south of Lemon to 448 feet south of Lemon and continues from 275 feet south of Lemon to 185 south of Lemon. Ground Cover area: 4,777 square feet Hardscape area: 5,041 square feet A-60 The south side of Lemon from 290 feet east of Archibald to London. The west side of London from Lemon to Orange. Landscape Maintenance District No. 1—City of Rancho Cucamonga 11 Fiscal Year 2015/16 Ground Cover area: 2,569 square feet Hardscape area: 4,122 square feet A-61 The north side of Carrari from London to Archibald. Ground Cover area: 25,152 square feet Hardscape area: 1,698 square feet A-62 The east side of Archibald from Carrari to 505 feet north of Meadowood. Ground Cover area: 8,626 square feet Hardscape area: 1,824 square feet A-63 The south side of Almond street from Carriage to Almond. Ground Cover area: 3,342 square feet Hardscape area: 3,600 square feet A-64 The east side of Beryl from Cottonwood to Wilson. The south side of Wilson from Beryl to 437 feet east of Beryl. The north side of Wilson from Cousins to 474 feet east of Cousins. Ground Cover area: 11,973 square feet Hardscape area: 9,949 square feet A-65 The east side of Archibald from La Gloria to 328 feet north of La Gloria. Ground Cover area: 2,279 square feet Hardscape area: 2,411 square feet A-66 The east side of Hermosa from Waterford to 500 feet north of Waterford. Ground Cover area: 4,695 square feet Hardscape area: 5,947 square feet A-67 The south side of 19th from 220 feet east of Sapphire to Via Serena. Ground Cover area: 3,208 square feet Hardscape area: 4,158 square feet A-68 The west side of Haven from Hillside to 783 feet south of Hillside. Ground Cover area: 3,492 square feet A-69 The north side of Hillside from 27 feet west of Mayberry to 191 feet west of Mayberry. Ground Cover area: 1,002 square feet Hardscape area: 1,605 square feet A-70 The south side of 19th from 365 feet west of Amethyst to Amethyst. The west side of Amethyst from 19th to Hedges. Ground Cover area: 6,435 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 12 Fiscal Year 2015/16 Hardscape area: 7,015 square feet A-71 The west side of Archibald from Hillside to Wilson. The north side of Wilson, south of the trail fence area from Archibald to 467 feet west of Archibald. Ground Cover area: 9,265 square feet Hardscape area: 2,609 square feet A-72 The south side of Banyan from 420 feet west of Archibald to Archibald. The west side of Archibald from Banyan to 389 feet south of Banyan. Ground Cover area: 10,270 square feet Hardscape area: 6,673 square feet A-73 The west side of Beryl St from 300 feet north of San Simeon Dr to 130 feet north of San Simeon Dr. Ground Cover area: 1,200 square feet Hardscape area: 600 square feet A-74 The south side of Highland Ave from Beryl St to Hellman Ave. Ground Cover area: 11,603 square feet A-75 The south side of Highland Ave from Amethyst St to 612 feet east of Archibald Ave. Ground Cover area: 106,409 square feet Hardscape area: 60,608 square feet A-76 The west side of Archibald from 635 feet north of Hillside to Hillside. The north side of Hillside from Archibald to 770 feet west of Archibald. Ground Cover area: 8,859 square feet Hardscape area: 1,389 square feet A-77 The east side of Carnelian from Brilliant Ln to Wilson including the irrigation cut-outs along trail. The south side of Wilson from Carnelian to 745 feet east of Arabian Dr. The irrigation cut-outs on the north side of Wilson from Carnelian to 775 feet east of Arabian Dr. Ground Cover area: 5,101 square feet Hardscape area: 11,322 square feet B-1 The median on Blue Gum from Etiwanda to Blue Gum Court. Ground Cover are: 5,100 square feet B-2 The north side of Highland from the Deer Creek Channel to San Benito. The north side of 19'h from San Benito to Palm. The west and east side of Alameda from 1911 to Ring. The east side of Palm from 19'h to Ring. Ground Cover area: 47,397 square feet Hardscape area: 26,285 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 13 Fiscal Year 2015/16 B-3 The paseo from Sutter Ct to Deer Creek Channel. Ground Cover area: 294 square feet Hardscape area: 400 square feet B-4 The north side of Banyan from Deer Creek Channel to 355 feet west of Fredericksburg. Ground Cover area: 9,200 square feet Hardscape area: 3,834 square feet B-5 The north side of Lemon from Semillion to 188 feet west of Terracina. Ground Cover area: 14,472 square feet Hardscape area: 3,894 square feet B-6 The north side of Lemon from Barsac to Semillion. Ground Cover area: 15,784 square feet Hardscape area: 3,780 square feet B-7 The south side of Banyan from Cabernet to 414 feet east of Cabernet. Ground Cover area: 18,814 square feet B-8 The south side of Banyan from Callaway to Muscat. Ground Cover area: 10,505 square feet B-9 The east side of Haven from Banyan to 240 feet north of Banyan. The north side of Banyan from Haven to Merlot. Ground Cover area: 24,975 square feet Hardscape area: 1,356 square feet B-10 The east side of Haven from 400 feet south of Banyan to Banyan. The south side of Banyan from Haven to Callaway. Ground Cover area: 14,548 square feet Hardscape area: 6,348 square feet B-11 The south side of Banyan from Muscat to Cabernet. Ground Cover area: 33,282 square feet B-12 The north side of Lemon from Barsac to 135 feet east of Valinda. Ground Cover area: 13,464 square feet Hardscape area: 4,098 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 14 Fiscal year 2015/16 B-13 The south side of 19th from Inyo to 585 feet east of San Benito. The parkways on the east and west side of San Benito from 19th to San Mateo. The east side of Inyo from 19th to paseo south of 19th and the paseo running east from Inyo to Sonora. Ground Cover area: 17,563 square feet Turf area: 3,387 square feet Hardscape area: 14,192 square feet B-14 The paseo from San Benito and Sonora to the Deer Creek Channel. Ground Cover area: 2,000 square feet Hardscape area: 540 square feet B-15 The paseo from Stanislaus and Lavine to the Deer Creek Channel. Ground Cover area: 1,040 square feet Hardscape area: 428 square feet B-16 The paseo from Inyo to Mendocino. Ground Cover area: 225 square feet Hardscape area: 184 square feet B-17 The paseo from Yuba Ct to Deer Creek Channel. Ground Cover area: 918 square feet Hardscape area: 420 square feet B-18 The south side of Wilson from 377 feet west of Canistel to 1032 feet east of Canistel. Ground Cover area: 6,762 square feet Hardscape area: 8,454 square feet B-19 The east side of Haven from the Southern Pacific Railroad to 341 feet south of Victoria. Ground Cover area: 6,415 square feet Hardscape area: 8,865 square feet B-20 The east side of Haven from 341 feet south of Victoria to Victoria; the south side of Victoria from Haven to 237 feet east of Mango. Ground Cover area: 16,900 square feet Hardscape area: 8,767 square feet B-21 The south side of 19th from Valinda to Inyo Ground Cover area: 3,900 square feet Hardscape area: 3,700 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 15 Fiscal Year 2015/16 B-22 The south side of Lemon south of the sidewalk from 188 feet west of Terracina to 284 feet north of Marbella. The parkway on the south side of Lemon from 188 feet west of Terracina to 517 feet north of Marbella. The turf in the parkway at the end of the cul- de-sac on Sonterra Court. The parkway on the north side of Lemon from 188 feet west of Terracina to 526 feet south of Terracina. The north side of Lemon north of the sidewalk from 188 feet west of Terracina to 562 feet south of Terracina. The turf in the parkway at the end of the cul-de-sac at Serena Street. Ground Cover area: 17,688 square feet Turf area: 6,390 square feet Hardscape area: 4,928 square feet B-23 The parkway on the east side of Lemon from 129 feet south of Marbella to 526 feet south of Terracina. The slope on the east side of Lemon east of the sidewalk from 129 feet south of Marbella to 562 feet south of Terracina. The west side of Lemon west of the sidewalk from 284 feet north of Marbella to 129 feet south of Marbella. The parkway on the west side of Lemon from 517 feet north of Marbella to 129 feet south of Marbella. Ground Cover area: 22,531 square feet Hardscape area: 4,468 square feet B-24 The south side of Highland from 327 feet west of Deer Creek Channel to Deer Creek Channel. The paseo from Los Osos to Deer Creek Channel. Ground Cover area: 4,946 square feet Hardscape area: 2,099 square feet B-25 The south side of Banyan from 152 feet west of Cantabria to 930 feet east of Cantabria. Ground Cover area: 16,693 square feet B-26 The north side of Wilson from 590 feet west of High Meadow Place to 187 feet east of High Meadow Place. Ground Cover area: 4,628 square feet Hardscape area: 390 square feet B-27 The east side of Haven from 467 feet north of 19th St to 650 feet north of 19th St. Ground Cover area: 3,483 square feet Hardscape area: 6,235 square feet C-1 The north side of 26th from Andover to Hermosa. The east side of Hermosa from 26th to 331 feet north of Concord. Ground Cover area: 12,804 square feet Turf area: 9,423 square feet Hardscape area: 5,532 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 16 Fiscal Year 2015/16 C-2 The entry monument on the northeast and northwest corners of 4th and Archibald. Ground Cover area: 6,337 square feet Hardscape area: 3,998 square feet C-3 The south side of Base Line from Ramona to 128 feet east of Cambridge. Ground Cover area: 17,262 square feet Hardscape area: 4,865 square feet C-4 The south side of Base Line from 440 feet west of Ramona to Ramona. Ground Cover area: 6,198 square feet Hardscape area: 2,200 square feet C-5 The south side of Base Line from 340 feet west of Center to 103 feet east of Center. Ground Cover area: 8,850 square feet Hardscape area: 2,215 square feet C-6 The south side of Base Line from Ivy to 105 feet west of Marine. Ground Cover area: 8,080 square feet Hardscape area: 2,475 square feet C-7 The parkway on the north side of Church from 142 feet east of Teak to 230 feet west of Teak. Ground Cover area: 1,813 square feet Hardscape area: 1,650 square feet C-8 The west side of Hermosa from 524 feet north of Palo Alto to 142 feet south of Palo Alto. Ground Cover area: 2,650 square feet Hardscape area: 3,996 square feet C-9 The parkway on the west side of Hermosa from 163 feet north of Ironwood to 145 feet south of Ironwood. Ground Cover area: 1,500 square feet Hardscape area: 1,848 square feet C-10 The entry monument parkway on the south side of Base Line from the western city limit to Alta Cuesta. Ground Cover area: 9,756 square feet Hardscape area: 4,380 square feet C-11 The parkway on the east side of Beryl from Alder to 135 feet north of Culpepper. Ground Cover area: 3,400 square feet Hardscape area: 3,600 square feet Landscape Maintenance District No. 1—City of Rancho Cucamonga 17 Fiscal Year 2015/16 C-12 The parkway on the east side of Hellman from Tryon to 665 feet north of Tryon. Ground Cover area: 8,280 square feet Hardscape area: 3,325 square feet C-13 The parkway on the west side of Hellman from 500 feet north of Church to Church. Ground Cover area: 2,416 square feet Hardscape area: 3,000 square feet C-14 The east side of Archibald from 196 feet north of Palo Alto to 530 feet north of Palo Alto. Ground Cover area: 4,262 square feet Hardscape area: 1,374 square feet C-15 The north side of San Bernardino from Summerlin to 225 feet west of Summerlin. Ground Cover area: 1,660 square feet Hardscape area: 710 square feet C-16 The south side of Base Line from 286 feet west of Hermosa to Hermosa. The raised planter on the southwest corner of Base Line and Hermosa. Ground Cover area: 4,190 square feet Hardscape area: 2,320 square feet C-17 The east side of Hellman from 775 feet south of 6th St to 6th St. The south side of 6th St from Hellman to Golden Oak Rd. The west side of Golden Oak Rd from 6th St to Foxbrook Dr. Ground Cover area: 9,058 square feet Hardscape area: 6,387 square feet D-1 The east side of Rochester from Church to Base Line. Ground Cover area: 11,126 square feet Turf area: 16,794 square feet Hardscape area: 17,301 square feet D-2 The east side of Rochester from 146 feet south of Chervil to Church St. Ground Cover area: 11,908 square feet Turf area: 9,950 square feet Hardscape area: 13,263 square feet D-3 The south side of Base Line from Rochester to 600 feet east of Rochester. Ground Cover area: 2,180 square feet Hardscape area: 4,121 square feet D-4 The north and south sides of Church St from Rochester to 150 feet east of Hyssop Dr. Landscape Maintenance District No. 1—City of Rancho Cucamonga 18 Fiscal Year 2015/16 Ground Cover area: 6,340 square feet Hardscape area: 8,887 square feet H-9 The Haven median from the 210 freeway to Alta Loma. Ground Cover area: 2,207 square feet H-10 The Haven median from entrance of Haven Village to Amber Lane. Ground Cover area: 6,968 square feet Converted 5,131 sq ft of turf to ground cover effective 4/1/13. Area listed is the 50% maintained by LMD 1. An equal amount is maintained by General Fund. 3/25/13 H-11 The Haven median from Amber Lane to Olive Street. Ground Cover area: 5,026 square feet Converted 3,475 sq ft of turf to ground cover effective 4/1/13. Area listed is the 50% maintained by LMD 1. An equal amount is maintained by General Fund. 3/25/13 H-12 The Haven median from Olive Street to 712 feet north of Wilson. Ground Cover area: 6,734 square feet Converted 3,933 sq ft of turf to ground cover effective 4/1/13. Area listed is the 50% maintained by LMD 1. An equal amount is maintained by General Fund. 3/25/13 H-13 The Haven median from 19th St to the 210 freeway. Ground Cover area: 12,514 square feet FH-18 The Foothill median from East Avenue to 453 feet east of Cornwall Avenue. Ground Cover area: 5,450 square feet Ground cover, shrubs and turf areas that make up parkways, median islands and paseos are maintained under contract by a private landscape maintenance company. Parks are maintained by the City's Park Maintenance Crews. Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 1—City of Rancho Cucamonga 19 Fiscal Year 2015/16 Landscape Maintenance District No. 1 N a < q Improvement Mapo o A RA](:IIU pr(aMosa ._. uu _..�`.._ rae2 V^" �vs .a u e 1 Hillside Rtll A!"( p30 RU6 A68 W AUL 4 M Q A]] L, AGt Ai8 ,�] Htt L Banyan SfA +M3 t RiB W g rrtB t i Bt ♦T A� •"i'villi lase,• S 1113, 19th Sl+g A27 az A I Asa A2 B16 Qgl] A73 11 30 MB ao 20 m Bess Llne Rd Base Line Rd e C1 B O O Cu E C.oi q a,ao 01 Ca Dt� U 613 U I y O ti G13 TJ U y Ac+s `Nater Miler mFOdhill BI q` Fooinitl BI of ! Irrigation Pump O Pacific Electric TrilArrow RIVia Arrow RtBrgalwn UneParks . �t • LMD I Boundary zBin Sta _._.._Q') 6mwmww muorow.w.ro�..nu.nn.ne.w.a.n C u3 .e.wnwnH wrM.nr.ne.inb�mnonw.wiea b,r" d N rh cYy[(8.wb cucw.mw..oimer.^e Mnaa.^Mm. <Ih St 3 a.a.o.wr..ew�.e�....ea�.nan�.wl.w...re.e. C N .nr+�'.a..mr Nnwrt.nuCW.ne 'rp 0 a' ¢' a' a' a' a' a' Mopw•ew.w�.w..rrr.cwaaww cww.a.w O Id or G E _ x 'u — w.. q.m wwsan•�uron,w�.�i.wwm . W > a M w N > v m he H N — J LL ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Payroll $ 15,760.00 Part-time Salaries 00.00 Fringe Benefits 7,390.00 Subtotal Personnel $ 23,150.00 Operations and Maintenance Operations and Maintenance $ 56,220.00 O & M Facilities 9,500.00 Vehicle Operations and Maintenance 2,000.00 Emergency Equipment& Vehicle Rental 800.00 Equipment Operations and Maintenance 3,800.00 Depreciation of Computer Equipment 0.00 Contract Services 455,570.00 Contract Services/Facilities 2,000.00 Tree Maintenance 50,000.00 Utilities Telephone Utilities 2,630.00 Water Utilities 393,650.00 Electric Utilities 74,430.00 Assessment Administration 65,870.00 General Overhead 60.020.00 Subtotal Operations and Maintenance $ 1,176,490.00 Capital Expenditures Capital Outlay— Equipment $ 00.00 Capital Outlay—Vehicles 0.00 Subtotal Capital Expenditures $ 00.00 Total Expenditure Budget $ 1,199,640.00 Total Estimated Assessment $ 1,222,530.00 Plus Anticipated Delinquencies 44.770.00 Total Estimated Revenue $ 1,267,300.00 Less Operating Reserve Fund Contribution (67,660.00) Total Expenditure Budget $ 1,199,640.00 Total Estimated Assessment $ 1,222,534.92 Total District EBU Count 13,258.16 Actual Assessment per EBU — Fiscal Year 2015/16 $ 92,21 Maximum Allowable Assessment per EBU — Fiscal Year 2015/16 $ 92.21 Landscape Maintenance District No. 1—City of Rancho Cucamonga 21 Fiscal Year 2015/16 The maximum allowable assessment per EBU listed in the District budget above, is the amount which was approved in 1996/97 and subsequent District annexations. Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance, available fund balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 484,708.00 Use of Operating Reserve Fund — Fiscal Year 2015/16 $ - Operating Reserve Fund Contribution — Fiscal Year 2015/16 $ 67,660.00 Estimated Fiscal Year Ending June 30, 2016 Reserve Fund Balance $ 552,368.00 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services Regular Salaries: This item includes the costs attributed to the salaries of all full-time employees dedicated to maintenance of the District improvements. Part Time Salaries: This item includes the costs attributed to the salaries of all part time employees dedicated to maintenance of the District improvements. Fringe Benefits: This item includes the benefits available to City employees: health care, vacation, sick time, and retirement fund. Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Landscape Maintenance District No. 1—City of Rancho Cucamonga 22 Fiscal Year 2015/16 Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures Capital Projects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Landscape Maintenance District No. 1—City of Rancho Cucamonga 23 Fiscal Year 2015/16 METHOD OF ASSESSMENT General Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement" (Sec. 22547). Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. General Benefit Section 4 of Article XIIID of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next "separate the general benefits from the special benefits conferred," and only the special benefits can be included in the amount of the assessments imposed. Landscape Maintenance District No. 1—City of Rancho Cucamonga 24 Fiscal Year 2015/16 In this Assessment District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the District and include paseos, street trees, landscaped areas and appurtenant facilities that are located throughout the District and were installed to create a common landscape theme and neighborhood identity for parcels within the District. The improvements are situated within the public rights-of-way of the internal local street network within the District which provides ingress and egress for parcels within the District to access the City's system of arterial streets. City residents and traffic from parcels not within the District do not use the internal local street network or paseos except for the express purpose of accessing properties located within the District, and therefore do not benefit from the improvements. Only parcels which are within the District and proximate to the improvements and within the Assessment District are being assessed. Accordingly, there is a direct physical and visual nexus between each parcel being assessed and the improvements to be funded by the assessment that does not exist for parcels outside of the District boundary and that is particular and distinct from that shared by the public at large. Under these circumstances, all of the benefits conferred are direct and local in nature, and provide a benefit to only those parcels located within the boundaries of the District. Based upon this, it has determined that there is no quantifiable general benefit to the surrounding community and the public in general from the maintenance of the improvements within the boundaries of the District, and therefore no portion of the project costs should be attributed to general benefit. Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing beautification, shade and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. Landscape Maintenance District No. 1—City of Rancho Cucamonga 25 Fiscal Year 2015/16 When the District was formed in 1979, Article XIII D and Proposition 218 had not yet been passed. Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus Implementation Act, new rules were put into place. Due to the changes in legal requirements, as property annexed to the District after the passage of the Assessment Law, the description of the method of assessment became more refined, however, the assessment per parcel has remained the same since the 1996/97 Fiscal Year. Further, no parcel included in the District formation or annexations prior to when the language was refined, are now being levied differently than they were at the time the District was formed or the parcels were annexed. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one Equivalent Benefit Unit (EBU). Every other land-use is converted to EBUs based on an assessment formula that equates to the property's specific development status, type of development (land-use), and size of the property, as compared to a single family home. Vacant parcels are assigned an EBU value of 0.25 per acre because they receive a lesser benefit from the improvements until such time as development occurs. The following table provides the weighting factors applied to various land-use types, as assigned by County use code, to determine each parcel's EBU assignment. Land-Use Equivalent Dwelling Units Property Type (County Use Code EBU Value Multiplier Single Family Residential 1.00 Benefit Unit Multi-Family Residential 0.50 Benefit Unit Non-Residential 2.00 Acre The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following table summarizes the Fiscal Year 2015/16 maximum allowable assessment rates for the District: Property Type (County Use Maximum Allowable Actual Total Total Code) Assessment Rate Assessment Units/Acres EBUs per EBU Rate per EBU Single Family Residential $92.21 $92.21 8,145.00 8,145.00 Multi-Family Residential 92.21 92.21 10,191.00 5,095.50 Non-Residential 92.21 92.21 8.83 17.66 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the Landscape Maintenance District No. 1—City of Rancho Cucamonga 26 Fiscal Year 2015/16 District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 1—City of Rancho Cucamonga 27 Fiscal Year 2015/16 xtt'l i!l ;a T to .Z7 l 13 _ft it a�f/ D 0O w a x t..; .j.t ;� f�/ A COW m Grove Av n Carnelian St V meyard Av rn A � Hellman Av Hellman Av Archibald Av Archibald Av Hermosa Av Hermosa Av Haven Av Haven Av Milliken Av Milliken Av _.J Rochester Av Rochester Av Day Creek Bli Etiwanda Av Etiwanda Av. A W East Av, I y n v o A � It r ro Cherry Av o � M ! D r n ® O Z (D v O N Landscape Maintenance District No. 1—City of Rancho Cucamonga zg Fiscal Year 2015/16 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 maximum and actual assessments for the District: Maximum Maximum Property Type Allowable Total Total Allowable (County Use Code) Assessment Rate Units/Acres EBUs Assessment per EBU Single Family $92.21 8,145.00 8,145.00 $751,050.45 Residential Multi-Family 92.21 10,191.00 5,095.50 469,856.05 Residential Non-Residential 92.21 8.83 17.66 1,628.42 TOTALS 18,344.83 13,258.16 $1,222,534.92 *"Actual Assessment Rate per EBU" is the same as "Maximum Allowable Assessment Rate Per EBU". A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following Annexation is effective for the 2015/16 Fiscal Year: APN Annexatio Project Total Total Property Type n Date Name Units/Acres EBUS 0207-201-01, 03/19/14 TR 18817 94.00 94.00 Single Family 21 & 44 Residential 0229-041-09 05/21/14 TR 18870-1 166.00 166.00 Single Family Residential 0209-122-01 08/06/14 PM 19505 2.00 2.00 Single Family Residential 0229-041-12 09/17/14 TR 18870 125.00 125.00 Single Family Residential 1074-281-09 10/01/14 DRC2013- 1.00 1.00 Single Family 01001 Residential Landscape Maintenance District No. 1—City of Rancho Cucamonga 29 Fiscal Year 2015/16 Annual Engineer's Report Fiscal Year 2015/2016 City of Rancho Cucamonga Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2) CITY OF RANCHO CUCAMONGA Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2755 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 5 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 22 District Budget Definitions of Budget Items Method of Assessment 25 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 36 Assessment Roll 38 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July 15, 2015 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2) (hereafter, referred to as the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $ 3,213,650.00 Plus Anticipated Delinquencies 14,040.00 Total Estimated Revenue $ 3,227,690.00 Plus Contribution from General Fund for General Benefit 328,570.00 Plus Use of Operating Reserve Fund 90960.00 Total Expenditure Budget $ 3,647,220.00 Total District EBU Count 76,029.54 Actual Assessment per EBU $ 42,28 Maximum Allowable Assessment per EBU $ 42.28 In making the assessments contained herein pursuant to the 1972 Act: 1. 1 have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 1 parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separatedfrom the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. ,,okvuSiat,,q �nREWIV Gly w No,C063M m cc :6*1 1 yF OFCAM Mark A. Steuer, Director of Engineering Services/City Engineer Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 2 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting of landscape or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 3 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, o opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 4 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as that area located south of the 1-210 Freeway, west of Etiwanda Avenue, southwest of the 1-15 Freeway, and east of Haven Avenue, also known as the Victoria Planned Community, and are more particularly in the diagram of the District included herein. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services The improvements located in and serviced and maintained by the District generally include: the landscaping and associated landscape lighting and irrigation systems installed along the roadways, medians, and community trails; sidewalks; and 6 neighborhood parks that are of direct and special benefit to the parcels Within the District. These improvements are located within the public rights-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris/graffiti, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements, including the parks and irrigation systems, includes but is not limited to, the upkeep, repair, removal or replacement of all or any part of the improvement or facility; grading and replacement of trail surfacing; trail fence repair and replacement; and irrigation systems control, adjustment, repair and replacement. Servicing means the furnishing of water for the irrigation of landscaping, the furnishing of electricity, gas or other illuminating energy for the lighting of landscaping or appurtenant facilities. This shall also include materials, vehicles, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Services include personnel, materials, contracting services, utilities, and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Ellena Park, Kenyon Park, Victoria Arbors Park, Victoria Groves Park, Vintage Park, and Windrows Park Site # Descriptive Location 2-1 The west side of Arbor Lane from the traffic circle to Church. The Arbor Lane median from Church to the traffic circle. The east side of Arbor Lane from Long Meadow to Church. The paseo from the west side of Arbor Lane to Day Creek Blvd. The paseo from the west side of Arbor Lane to Saintsbury. The north side of Winery Drive from Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 5 Arbor Lane to 214 feet west of Arbor Lane. The south side of Long Meadow Drive from Freestone Court to Duck Creek Place. Ground Cover area: . 93,639 square feet Hardscape area: 59,041 square feet 2-2 The northwest corner of Day Creek Blvd. and Church. The north side of Church from Day Creek Blvd. to 1,152 feet west of Hess. The paseo from the north side of Church to Dry Creek Drive. The paseo from the north side of Church'to Pine Ridge PI. The west side of Hess Place from the north side of Church to Dry Creek Drive. The south side of Church from 145 feet east of Hyssop to 896 feet east of Hyssop. Ground Cover area: 24,018 square feet Hardscape area: 26,617 square feet 2-3 The west side of Day Creek from 250 feet north of Appellation to Church. The east side of Day Creek from Church to Madrigal. The Day Creek median from Church to Baseline. The south side of Madrigal from Day Creek to Roundhill. Ground Cover area: 35,420 square feet Hardscape area: 42,671 square feet 2-4 Victoria Park Lane from Baseline to the east entrance of Arbor Park. The southwest corner of Victoria Park Lane and Baseline. The southeast corner of Victoria Park Lane to 445 feet east of Victoria Park Lane. Ground Cover area: 36,482 square feet Turf area: 3,874 square feet Hardscape area: 32,927 square feet 2-5 The east and west side of Victoria Park Lane and the medians from Mosaic Dr. to Church. Ground Cover area: 56,358 square feet Hardscape area: 20,390 square feet 2-6 The north side of Church from Arbor Lane to Day Creek. The northwest corner of Church and Arbor Lane. The paseo from the north side of Church to Wilson Creek Dr. Ground Cover area: 21,616 square feet Hardscape area: 15,159 square feet 2-7 The north side of Church from Victoria Park Lane to Arbor Lane. The northwest corner of Victoria Park Lane and Church. The paseo from the north side of Church to Elk Cove Court. The paseo from the north side of Church to Freestone Court. The northeast corner of Arbor Lane and Church. Ground Cover area: 16,609 square feet Hardscape area: 13,730 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 6 2-8 The paseo from the west side of Etiwanda to Silver Rose Court. The north side of Church from Etiwanda to Victoria Park Lane. The east side of Iron Horse PI from Church to Wild Horse Way. The paseo from the north side of Church to Cloudy Bay Ct. The medians from Iron Horse PI to Etiwanda. Ground Cover area: 35,122 square feet Hardscape area: 28,473 square feet 2-9 The landscaped slope behind existing landscape of site 2-5 on the west side of Victoria Park Lane from 475 feet north of Long Meadow Dr. to Long Meadow Dr. The landscape slope and curb adjacent parkway from Victoria Park Lane to 685 feet west of Victoria Park Lane. Ground Cover area: 26,213 square feet Hardscape area: 5,617 square feet VW-1 Base Line median from Victoria Park Lane to 830 feet west of Victoria Park Lane. Ground Cover area: 4,514 square feet Hardscape area: 3,474 square feet VW-2 The north side of Baseline 300 feet east and 200 feet west of Swanson. The east and west sides of Swanson from Baseline to Province. The paseo from the intersection of Swanson and Province to Atwood with outlet to Dunmore. The paseo from Atwood to the Southern Pacific Railroad. The north side of Saratoga from Powell to Dunmore. The paseo from Saratoga to Etiwanda. The south side of Atwood from Victoria Park Lane to Travis. The north side of Atwood from Walcott to Victoria Park Lane. Ground Cover area: 18,753 square feet Turf area: 73,931 square feet Hardscape area: 22,615 square feet VW-3 The Victoria Park Lane median and the west and east side parkways from Baseline to the entrance to Victoria Village. Ground Cover area: 24,453 square feet Turf area: 2,637 square feet Hardscape area: 3,214 square feet VW-4 The Victoria Park Lane median and the west and east side parkways from Victoria Village entrance to Atwood. Ground Cover area: 30,695 square feet Turf area: 10,242 square feet Hardscape area: 6,428 square feet VW-5 The Victoria Park Lane median and the west side and east side parkways from Atwood to the Southern Pacific Railroad. Ground Cover area: 49,513 square feet Hardscape area: 5,467 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2�—City of Rancho Cucamonga Fiscal Year 2015/16 7 VW-6 The paseo running north from 12732 Farrington to the Southern Pacific Railroad. Ground Cover area: 285 square feet Hardscape area: 679 square feet VW-7 The paseo running north from 12840 Farrington to the Southern Pacific Railroad. Ground Cover area: 266 square feet Hardscape area: 552 square feet VW-8 The Victoria Park Lane median and the west side parkway from the Southern Pacific Railroad to South Victoria Windrows Loop. The Victoria Park Lane east side parkway from the Southern Pacific Railroad to Zinnia Ct. Ground Cover area: 40,548 square feet Hardscape area: 6,150 square feet VW-9 The Victoria Park Lane east side parkway from Barberry to North Victoria Windrows Loop at Windrows Park. Ground Cover area: 9,188 square feet Turf area: 3,851 square feet Hardscape area: 3,720 square feet VW-10 The west side of Victoria Park Lane from South Victoria Windrows Loop to Dahlia Ct. The Victoria Park Lane median from Zinnia Ct. to Dahlia Ct. The east side of Victoria Park Lane from North Victoria Windrows Loop at Windrows Park to Dahlia Ct. Ground Cover area: 25,148 square feet Turf area: 37,350 square feet Hardscape area: 11,400 square feet VW-11 The east side parkway on South Victoria Windrows Loop from Silktassel to Victoria Park Lane. The parkway on the south side of Victoria Park Lane from the intersection of South Victoria Windrows Loop and North Victoria Windrows Loop to Dahlia Ct. The Victoria Park Lane median from the intersection of North and South Victoria Windrows Loop to Dahlia Ct. The parkway on the north side of Victoria Windrows Loop from the intersection of North and South Victoria Windrows Loop to Dahlia Ct. Ground Cover area: 23,082 square feet Turf area: 24,187 square feet Hardscape area: 6,988 square feet VW-12 The Victoria Park Lane median from the intersection of North and South Victoria Windrows Loop to 390 feet east of Day Creek. The parkway on the north side of Victoria Park Lane from the intersection of North and South Victoria Windrows Loop to 390 feet east of Day Creek. The parkway on the west side of north Victoria Windrows Loop from Silverberry to Victoria Park Lane. The parkway on the south side of Silverberry from 390 feet east of Day Creek to North Victoria Windrows Loop. Ground Cover area: 149,010 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 8 Turf area: 38,842 square feet Hardscape area: 12,868 square feet VW-13 The parkway on the south side of Victoria Park Lane from 390 feet east of Day Creek to South Victoria Windrows Loop. The west side of South Victoria Windrows Loop from Victoria Park Lane to Snapdragon. Ground Cover area: 20,068 square feet Turf area: 16,476 square feet Hardscape area: 7,200 square feet VW-14 The parkway on the west side of South Victoria Windrows Loop from Snapdragon to Victoria Park Lane. The parkway on the north and south side of Sugargum from South Victoria Windrows Loop to 390 feet east of Day Creek. The parkways on the east and west sides of Basswood from Sugargum to Blazing Star. The parkway on the north side of South Victoria Windrows Loop from Victoria Park Lane to Silktassel. Ground Cover area: 21,466 square feet Turf area: 10,335 square feet Hardscape area: 27,560 square feet VW-15 The parkway on the north side of Bougainvillea Way from Peach to North Victoria Windrows Loop. The parkway on the east side of North Victoria Windrows Loop from Bougainvillea Way to Citrus. The parkway on the north side of North Victoria Windrows Loop from Locust and following that curb line to Silverberry. The parkway on the north side of Silverberry from North Victoria Windrows Loop 390 feet east of Day Creek. The paseo from North Victoria Windrows Loop at Silverberry to Nasturtium. The paseo from North Victoria Windrows Loop at Locust to Pistachio and continuing to Bougainvillea. Ground Cover area: 45,929 square feet Turf area: 12,207 square feet Hardscape area: 23,630 square feet VW-16 The south side of Highland from 455 feet east of Day Creek to 534 feet east of Locust. The east and west side of Locust from Highland to North Victoria Windrows Loop. The parkway on the south side of North Victoria Windrows Loop from Citrus east to Bougainvillea Ct. The parkway on the north side of North Victoria Windrows Loop from Twinspur to Locust. Ground Cover area: 26,577 square feet Turf area: 23,922 square feet Hardscape area: 19,203 square feet VW-17 This site was modified and added to VW-16, 1-5-99. VW-18 The south side of Highland from 12583 Highland to Rockrose. Ground Cover area: 2,800 square feet Turf area: 8,515 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 9 Hardscape area: 3,325 square feet VW-19 The north side of North Victoria Windrows Loop from Rosemary to Rockrose. The east side of Rockrose from North Victoria Windrows Loop to Highland. The south side of Highland from Rockrose to Etiwanda. The horse trail from Highland and Etiwanda to the Fire Station. Ground Cover area: 21,027 square feet Turf area: 32,266 square feet Hardscape area: 11,298 square feet VW-20 The parkway on the south side of North Victoria Windrows Loop from Victoria Park Lane to Plum. The parkway on the west side of North Victoria Windrows Loop from Plum Way to Rosemary Ct. The paseo from Tipu PI. east to the open field. Note: The area in front of Windrows Park is watered by VW-20 water meter, but is maintained by City crews. Ground Cover area: 2,110 square feet Turf area: 16,411 square feet Hardscape area: 9,132 square feet VW-21 The east side of North Victoria Windrows Loop from Rosemary Ct. to the trail south of Kalmia St. The trail and paseo from North Victoria Windrows Loop south of Kalmia St. to Etiwanda Ave. and north to the Fire Station. The south side of Basil St. from North Victoria Windrows Loop to Santolina PI. Ground Cover area: 49,187 square feet Turf area: 57,532 square feet Hardscape area: 19,600 square feet VW-22 The paseo from North Victoria Windrows Loop at Rockrose to the northeast corner of Windrows Park and from that corner to Plum. Ground Cover area: 13,689 square feet Turf area: 19,953 square feet Hardscape area: 9,489 square feet VW-23 The west side of Rockrose from Highland to North Victoria Windrows Loop. The parkway on the north side of North Victoria Windrows Loop from Rockrose to Twinspur. The parkway on the south side of North Victoria Windrows Loop from Bougainvillea Ct to Rosemary. Ground Cover area: 18,299 square feet Turf area: 3,452 square feet Hardscape area: 10,352 square feet VW-24 The M.W.D. easement from Jasmine and Ironbark to Sweet Gum Dr. Ground Cover area: 475 square feet Hardscape area: 4,730 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 10 VW-25 The north side of Baseline from 384 feet west of Wanona to Etiwanda. The west side of Etiwanda from Baseline to Craig. The Baseline median from Swanson PI to Etiwanda. Ground Cover area: 20,934 square feet Turf area: 3,079 square feet Hardscape area: 12,799 square feet VW-26 The paseo from Grape to 630 feet west of Grape. Ground Cover area: 7,021 square feet Hardscape area: 8,548 square feet VW-27 The south side of Baseline from 251 feet west of Swanson to Etiwanda. The Baseline median from Victoria Park Lane to Swanson Place. Ground Cover area: 18,816 square feet Hardscape area: 17,233 square feet VG-1 The turf and ground cover on the south side of Highland from the Deer Creek Channel to Fairmont. The turf and ground cover from Highland on the west side of Fairmont to Victoria Park Lane. The ground cover on the north side of Victoria Park Lane south of the horse trail from 475 feet east of Milliken to Fairmont. The turf on the north side of Victoria Park Lane from 275 feet east of Milliken to Fairmont. The turf in the parkway on the east side of Fairmont from Victoria Park Lane to Highland. Ground Cover area: 21,573 square feet Turf area: 47,604 square feet Hardscape area: 17,300 square feet VG-2 The turf on the east side of York from Delaware to Fairmont. The ground cover on the south side of Fairmont from York Place and continuing on that curb line to Victoria Park Lane. The turf and ground cover on the south side of Victoria Park Lane west of Milliken from Fairmont to Milliken. The parkway on the west side of Milliken from Victoria Park Lane to Fairmont. The Milliken median from Fairmont to Victoria Park Lane. The turf on the north side of Victoria Park Lane from 273 feet west of Milliken to Milliken. The ground cover on the north side of Victoria Park Lane south of the horse trail from 468 feet west of Milliken to Milliken. Ground Cover area: 29,395 square feet Turf area: 73,608 square feet Hardscape area: 20,173 square feet VG-3 The turf and ground cover north of the sidewalk on the north side of Fairmont from Nova Cf. continuing on that curb line to York Pl. and the turf south of the sidewalk on the north side of Fairmont from Armstrong Pl. continuing on that curb line to York Pl. The ground cover on the west side of York Pl. from Fairmont to Delaware and the ground cover on the east side of York Pl. The turf and ground cover on the west side of Fairmont from Emerson continuing along that curb line to Armstrong Pl. The turf and ground cover on the east and west sides of Biola PI. Ground Cover area: 57,189 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 11 Turf area: 38,343 square feet Hardscape area: 26,848 square feet VG-4 The turf and ground cover on the south side of Fairmont from Armstrong to Milliken. The turf and ground cover on the west side of Milliken from Fairmont to the Southern Pacific Railroad. The Milliken median from Fairmont to the Southern Pacific Railroad. The ground cover on the north side of the Southern Pacific Railroad from Deer Creek Channel to Rochester including the paseo to Baylor. The ground cover on the north side of Fairmont from Milliken to Nova Ct. The turf on the north side of Fairmont from Milliken to Armstrong. Ground Cover area: 197,763 square feet Turf area: 24,151 square feet Hardscape area: 12,278 square feet VG-5 The paseo from Biola to Amarillo to Delaware at York. Ground Cover area: 12,448 square feet Turf area: 44,896 square feet Hardscape area: 7,992 square feet VG-6 The paseo beginning at the northeast corner of Victoria Groves Park and Fairmont and extending to the Deer Creek Channel. Ground Cover area: 73,442 square feet Turf area: 74,778 square feet Hardscape area: 16,629 square feet VG-7 The paseo that begins on the south side of Donnelly at Fairmont and continues to the Deer Creek Channel including the southward extension on the west side of Albright from Donnelly to Pacific and the paseo from Pacific to Charleston. Ground Cover area: 43,427 square feet Turf area: 51,765 square feet Hardscape area: 15,806 square feet VG-8 The ground cover on the west side of Milliken from 566 feet north of Victoria Park Lane to Victoria Park Lane. The ground cover and turf north of the horse trail on Victoria Park Lane from Milliken to Fairmont. The ground cover on the east side of Fairmont from Victoria Park Lane to 156 feet north of Victoria Park Lane. Ground Cover area: 21,614 square feet Turf area: 8,614 square feet Hardscape area: 8,281 square feet VG-9 The ground cover on the east side of Fairmont from 156 feet north of Victoria Park Lane to Kenyon Way. The ground cover on the south side of Kenyon from Fairmont to 197 feet east of Fairmont. The turf on the south side of Kenyon from Fairmont to 316 feet east of Fairmont. The turf and ground cover on the south side of Baltimore Dr from Fairmont to Baltimore CL The turf and ground cover on the north side of Baltimore Dr. from Fairmont to Vanderbilt. The turf and ground cover on the east side Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 12 of Vanderbilt from Baltimore to Brown. The paseo from Vanderbilt and Brown to Kenyon. Ground Cover area: 48,481 square feet Turf area: 11,357 square feet Hardscape area: 13,542 square feet VG-10 The ground cover on the south side of Kenyon from 197 feet east of Fairmont to Milliken. The turf on the south side of Kenyon from 316 feet east of Fairmont to Milliken. The ground cover on the west side of Milliken from Kenyon to 566 feet north of Victoria Park Lane. The turf and ground cover on the west side of Capitol from Brown to Bethany. The paseo from Capitol and Brown to Kenyon. Ground cover area: 34,241 square feet Turf area: 11,031 square feet Hardscape area: 5,320 square feet VG-11 The east and west side parkways and median of Milliken from Baseline to the Southern Pacific Railroad. The north side of Baseline from 542 feet east of Milliken to Milliken. Ground Cover area: 31,367 square feet Turf area: 17,264 square feet Hardscape area: 25,524 square feet VG-12 The turf and ground cover on the south side of Fairmont from the southeast corner of Milliken and Fairmont along the curb line to Victoria Park Lane. The turf and ground over on the west side of Fairmont from the southwest corner of Victoria Park Lane and Fairmont (located east of Milliken) and continuing along the curb line to Milliken. The turf on the east side of Milliken from the Southern Pacific Railroad to 730 feet south of Victoria Park Lane. The ground cover on the east side of Milliken from the Southern Pacific Railroad to 766 feet south of Victoria Park Lane. Ground Cover area: 53,068 square feet Turf area: 36,431 square feet Hardscape area: 27,004 square feet VG-13 The paseos from Victoria Park Lane to Verona, Verona to Napoli, and Genova to Tivoli. Ground Cover area: 17,993 square feet Turf area: 16,344 square feet Hardscape area: 8,376 square feet VG-14 The Baseline median from Milliken to Ellena East. The turf and ground cover on the north side of Baseline from Ellena East to Ellena West. The turf and ground cover on the east side of Ellena West from Baseline and following the curb line to Kenyon. The north side of Ellena West from Kenyon to Casoli. The turf and ground cover on both sides of Casoli from Ellena West to Candela. The turf and ground cover on both sides of Crema Place from Ellena west to Candela. Ground Cover area: 89,456 square feet Turf area: 62,999 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 13 Hardscape area: 44,826 square feet VG-15 The turf and ground cover on the west side of Rochester from the Southern Pacific Railroad to Baseline. The turf and ground cover on the north side of Baseline from Rochester to Ellena East. The Baseline Median from Rochester to Ellena East. The turf and ground cover on the east side of Ellena east from Baseline and continuing along that curb line to 275 feet north of Berra Road. The turf and ground cover on both sides of Berra from Ellena East to Comiso. Ground Cover area: 58,588 square feet Turf area: 57,306 square feet Hardscape area: 36,014 square feet VG-16 The paseo from Baseline to Ellena West with entrances to Amelia and Pavola. Ground Cover area: 9,661 square feet Turf area: 11,529 square feet Hardscape area: 5,804 square feet VG-17 The paseo from Fairmont to the Southern Pacific Railroad. The paseo from Fabriano to Martano. Ground Cover area: 35,351 square feet Turf area: 40,291 square feet Hardscape area: 16,394 square feet VG-18 The paseo from Rapallo to Gandino and south to the Southern Pacific Railroad. Ground Cover area: 4,281 square feet Hardscape area: 1,308 square feet VG-19 The paseo from Tolentino to Pizolli and to Tolentino. Ground Cover area: 12,555 square feet Turf area: 17,856 square feet Hardscape area: 7,380 square feet VG-20 The turf on the east side of Milliken from 730 feet south of Victoria Park Lane to Victoria Park Lane. The ground cover on the east side of Milliken from 766 feet south of Victoria Park Lane to Victoria Park Lane. The turf and ground cover on the south side of Victoria Park Lane from the southeast corner at Milliken heading east to Fairmont. The turf and ground cover on the north side of Victoria Park Lane from Parma to the northeast corner of Milliken and Victoria Park Lane. The ground cover on the west side of Parma from Victoria Park Lane to Lomello. The Victoria Park Lane median from Milliken to Pandino Ct. The Milliken median from Victoria Park Lane to 440 feet south of Kenyon. The parkway on the west side of Milliken from 420 feet south of Kenyon to Victoria Park Lane. Ground Cover area: 76,232 square feet Turf area: 97,979 square feet Hardscape area: 22,177 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 14 VG-21 The ground cover on the east side of Parma from Victoria Park Lane to Lomello. The ground cover on the north side of Victoria Park Lane from Parma to 653 feet east of Kenyon. The turf on the north side of Victoria Park Lane from Parma to 547 feet east of Kenyon. The turf and ground cover on the south side of Victoria Park Lane from Fairmont to 422 feet east of Kenyon. The turf and ground cover on the east and west sides of Kenyon from Victoria Park Lane to the Southern Pacific Railroad. The paseo from Kenyon to Rapallo. The paseo from Kenyon to Bari. The Victoria Park Lane median from Pandino Ct to Portofino Ct. Ground Cover area: 69,167 square feet Turf area: 58,692 square feet Hardscape area: 34,478 square feet VG-22 The ground cover on the north side of Victoria Park Lane from 653 feet east of Kenyon to Rochester. The turf on the north side of Victoria Park Lane from 547 feet east of Kenyon to Rochester. The Victoria Park Lane median from Portofino Ct to Rochester Ave. The turf and ground cover on the south side of Victoria Park Lane north of the sidewalk from Kenyon to the east side of Vintage Park. The turf and ground cover on the south side of Victoria Park Lane from the east side of Vintage Park to Rochester. The turf and ground cover on the west side of Rochester from Victoria Park Lane to the Southern Pacific Railroad. Ground Cover area: 83,397 square feet Turf area: 89,674 square feet Hardscape area: 20,863 square feet VG-23 The turf and ground cover on the east side of Kenyon from Victoria Park Lane to 409 feet west of Grimaldi. The ground cover on the south side of Portofino from Kenyon to Bergano. The turf and ground cover on the north and south side of Lark from Kenyon to the west property line of Rancho Cucamonga High School. The ground cover on the east and west side of Matera from Lark to Pescara. The ground cover on the north and south side of Grimaldi from Kenyon to Brindisi. The turf and ground cover on the west side of Kenyon from Lark to Victoria Park Lane. The ground cover on the north and south side of Marcello from Kenyon to Landriano. The paseo from southwest corner of Kenyon Park to Kenyon. Ground Cover area: 63,733 square feet Turf area: 82,565 square feet Hardscape area: 39,297 square feet VG-24 The north side of Kenyon from Autumn Glen court to Woodruff. The east side of Woodruff from Kenyon to 403 feet north of Kenyon. Ground Cover area: 8,477 square feet Turf area: 5,320 square feet Hardscape area: 5,622 square feet VG-25 The paseo west of Torino from Kenyon to Highland. The turf and ground cover on the south side of Highland from the northwest corner of Tract 13440 to the east end of Tract 13440. Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 15 Ground Cover area: 40,800 square feet Turf area: 24,134 square feet Hardscape area: 14,353 square feet VG-26 The paseo from Brindisi Ct. to Messina. The turf and ground cover on the north side of Brindisi Ct. to the end of the cul-de-sac. The turf and ground cover on the west side of Messina from the paseo to Treviso Way. Ground Cover area: 18,905 square feet Turf area: 1,141 square feet Hardscape area: 3,615square feet VG-27 The Milliken median from 440 feet south of Kenyon to Highland. The parkway on the west side of Milliken from 420 feet south of Kenyon. Ground Cover area: 4,030 square feet Turf area: 3,006 square feet Hardscape area: 4,222 square feet VG-28 The east side of Rochester from Victoria Park Lane to Highland. Ground Cover area: 60,902 square feet Hardscape area: 5,593 square feet VG-29 The north side of Kenyon from Milliken to Fairmont. The groundcover on the east side of Fairmont, east of the sidewalk, from Kenyon to the 210 freeway. Ground Cover area: 20,178 square feet Turf area: 16,877 square feet Hardscape area: 5,736 square feet VG-30 The south side of Tresenda from Santo to Sapada. The paseo from Sapada to Carano. The south side of Montella from Carano to Trivento. Ground Cover area: 6,797 square feet Turf area: 2,462 square feet Hardscape area: 4,860 square feet VG-31 The east side of Brienza from Larina to Letini. The west side of Tindari from Letini to Larina. The Greenbelt on the south side of Marconi from Trivento to Comisco. The east side of Comisco from Scalea to Santo. Ground Cover area: 23,419 square feet Turf area: 18,351 square feet Hardscape area: 13,764 square feet VG-32 The north side of Candela from Terini to Bettoloa. Ground Cover area: 20,172 square feet Turf area: 8,190 square feet Hardscape area: 8,292 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 16 VG-33 The paseo at the north end of Sapri to the Southern Pacific Railroad. Ground Cover area: 894 square feet Hardscape area: 318 square feet VG-34 The paseo at the north end of Bronte to the Southern Pacific Railroad. Ground Cover area: 894 square feet Hardscape area: 318 square feet VG-35 The east side of Rochester from 555 feet south of Palmi to Victoria Park Lane. The south side of Victoria Park Lane and median from Rochester to east side of Deer Creek Channel. Ground Cover area: 53,646 square feet Turf area: 11,150 square feet Hardscape area: 17,555 square feet VG-36 The north side of Victoria Park Lane from the east side of Deer Creek Channel to Rochester. Ground Cover area: 55,780 square feet Turf area: 10,500 square feet Hardscape area: 8,004 square feet VG-37 The paseo at the end of Ardmoor Ct. to the Southern Pacific Railroad. Ground Cover area: 1,350 square feet Hardscape area: 950 square feet VG-38 The east side of Milliken from 106 feet north of Victoria Park Lane to Kenyon. The north and south side of Spring Mist Drive from Milliken to Summerstone. The south side of Kenyon from Milliken to Kenyon Park. Ground Cover area: 28,051 square feet Turf area: 4,533 square feet Hardscape area: 12,879 square feet VG-39 The north side of Victoria Park Lane from Kenyon paseo to 132 feet east of Milliken. The Kenyon paseo from Victoria Park Lane to Fairwinds Court. The paseo from Victoria Park Lane to the south west corner of Kenyon Park. Ground Cover area: 55,089 square feet Turf area: 13,120 square feet Hardscape area: 7,676 square feet VG-40 The south side of Highland from 413 feet west of Highland paseo to Highland paseo. The east side of Highland paseo from Highland to Kenyon. The north side of Kenyon from Highland paseo to Autumn Glen Court. Ground Cover area: 56,553 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 17 Hardscape area: 12,314 square feet VG-41 The west side of Rochester from 294 feet south of Highland to Lark. The north side of Lark from Rochester to 1230 feet west of Rochester. Ground Cover area: 31,413 square feet Hardscape area: 13,338 square feet VG-42 The south side of Highland from 1314 feet west of Rochester to Rochester. The west side of Rochester from Highland to 294 feet south of Highland. The north side of Highland from Rochester to Woodruff. Ground Cover area: 40,346 square feet Hardscape area: 15,445 square feet VG-43 The north side of Victoria Park Lane and the median from Day Creek Blvd. to Day Creek Channel. The east and west side of Kensington PI. from Victoria Park Lane to Strafford Dr. Ground Cover are: 70,669 square feet Turf area: 7,888 square feet Hardscape area: 18,426 square feet VG-44 The west side of Day Creek Blvd. from 572 feet north of Silverberry to Day Creek Blvd. The south side of Silverberry from Kensington to Day Creek Blvd. Ground Cover area: 36,835 square feet Hardscape area: 24,376 square feet VG-45 The west side of Milliken and the Milliken median from the 210 freeway to Kenyon. Ground Cover area: 10,658 square feet Turf area: 610 square feet Hardscape area: 5,589 square feet VG-46 The Baseline median from 657 feet east of Virginia Dr. to Rochester. The north side of Baseline from 278 feet east of Virginia to Rochester. The paseo from the northeast corner of Rochester and Base Line to Huntley. The east side of Rochester from Baseline to 105 feet north of Shenandoah. Ground Cover area: 33,135 square feet Hardscape area: 19,340 square feet VG-47 The north side of Baseline from 400 feet east of Day Creek Blvd. to Day Creek Blvd. Baseline median from Day Creek Blvd. to 595 feet east of Day Creek Blvd. Ground Cover area: 9,515 square feet Hardscape area: 7,926 square feet VG-48 The east side of Day Creek Blvd. and median from Baseline to Victoria Park Lane. The south side of Victoria Park Lane from Day Creek Blvd. to 390 feet east of Day Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 18 Creek Blvd. Ground Cover area: 50,318 square feet Turf area: 3,234 square feet Hardscape area: 29,217 square feet VG-49 The north side of Victoria Park Lane and median from 390 feet east of Day Creek Blvd to Day Creek Blvd. The east side of Day Creek Blvd from Victoria Park Lane to Highland. The south side of Highland from Day Creek Blvd. to 440 feet east of Day Creek Blvd. Ground Cover area: 51,459 square feet Turf area: 3,930 square feet Hardscape area: 32,296 square feet VG-50 The west side of San Carmela from 389 feet north of Baseline to Baseline. The north side of Baseline from Carmela to 264 feet west of Durness. Ground Cover area: 18,043 square feet Hardscape area: 12,383 square feet VG-51 The Paseo south of Saxon to Southern Pacific Railroad. Ground Cover area: 1,398 square feet Hardscape area: 969 square feet VG-52 The north side of Sugar Gum from Milliken to Kensington. The south side of Sugar Gum from Milliken to 111 feet east of Suffolk. Ground Cover area: 4,362 square feet Hardscape area: 3,325 square feet VG-53 The south side of Victoria Park Lane from 296 feet west of Kensington to Milliken. The west side of Day Creek Blvd. from Victoria Park Lane to 397 feet south of Sugar Gum. Ground Cover area: 28,532 square feet Turf area: 11,070 square feet Hardscape are: 7,720 square feet VG-54 The east side of Rochester from Shenandoah to the Southern Pacific Railroad. Ground Cover area: 6,864 square feet Hardscape area: 5,136 square feet VG-55 The paseo north of Westhaven to the Southern Pacific Railroad. Ground Cover area: 1,775 square feet Hardscape area: 2,575 square feet VG-56 The south side of Highland from 1,317 feet west of Day Creek to 1,085 feet west of Day Creek including the non-irrigated slope on the south side of the sidewalk. Ground Cover area: 5,274 square feet Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 19 Hardscape area: 1,761 square feet VG-57 The north side of Highland from Fairmont Way to the Day Creek Channel. Ground Cover area: 16,157 square feet Hardscape area: 17,405 square feet Ground cover, shrubs and turf areas that make up parkways, median islands and paseos are maintained under contract by a private landscape maintenance company. Parks are maintained by the City's Park Maintenance Crews. Map of Improvements The following page shows the approximate location (for reference only — may not include all) of landscaping improvements, including irrigation sites, and parks and community trails to be maintained by the District. Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 20 VICTORIA NEIGHBORHOOD PARKS AND qN LANDSCAPE MAINTENANCE DISTRICT(LMD 2) 1\ RP ) R.4NCIIU 1210 ONRP 1210 OFF?,,, 1210 FW 1210 ON 2700FkP CIR:Anu)NGA =_ — HIGNLAND'AV 1'2'10:OFRP 121 NP -AND _FW HIGHhANDAV /lq VG57 VG42 VG56 OVG29 OVG27 VG40O QVG25 \w VVJ18VVJ19VG415 Q 30 1 0VG24 U OVVJI6A:2 VG10 VG10O VG260 a 0 VG7O 0Vc9W 0VG38� VG410 0VG28 VG440 OVW15 QVW22 ,Q x 0VG39 G23(x� OVG49 19 r-Irrr % VG23 V "_ QuN21 w VGz0 OVczo <♦ Vw12LO vw1�o01 �- V)CLLORIA PA)VG364 Y�.r.�VG43 `T � VG50 VG130 VG21O `.a'... - - "�- VW 3O 4�0 O�6 VICTORIA ST a�Y V •~ ,..,..,;,. x • VG220 OVG35 OVG12 . VG53 O ,r 0VVe9 VG30 VG170 ak- VG190 VG52Will 40 e0 VG40 VG180 warws �VG37.0VG51 QVG4iVVJ240nG11 OVG340VG3 G30O OVG55 > W 0 VVV70 VG320 310 OVG54 0VVJ2'VVJ2 EASE LLVG141 316 VG10VG46 OVG47 OVC500vw1OVW-4 VW3 VVV250 NOT A PART 2-4 0VVV27 Legend2-1 F'k,t t PnF'� , W Irrigation Pump to : j� Victoria Arbors Park 0 Water Meter ¢ 2-3 � tb ¢ / Q LMD 2 r 2-2_2;6 2-7 ? N / o Windrows Trail i w 2-8to. F� MILL ER,vV Tne maps,dala through the Rc m(onnallho Ct1Ca..p. U avallablebyantl la pugn the Cny.ofle.oCucamonga O < h Irrigation Lines are City oftedasa publcrhop,a epfg horaoolons a Lon a �^ - CentralPark The Qty or Rancho Cucamonga nteesnor the content < / warranty, amuracyconorguarasor astg less of any Q / seguenee,accugcy to you etain The user 0 - Parks upon theInproYltlen to any remit The usereboegnot rely p Q upon lnfoymabgo for any raaWnand ion presede U N,' ®wmlu The City or Rapp,ney any nntl g lexhion presented neren. Pacific Electric Trail The City or Rantlrpcucamongaexq¢nyantl wlmoulhmlaeon PE Trail Not Maintained by LMD2 msUalmsany and an representation and wananlaes.ncWding, / Y bulnatimeetl 1p.ina mpYetl wananLe9 of nlerenenldbYllY antl P fAness for a pallCular purpose The City of Ranwo Cucamonga O.('1� Streets anal)neither a rapt nor assume any Yabnry,regardless of the causalmn for I I any errors,omisvons enna,cu 4cleo m q — Freeway anynfgrmatronpWybedantllor(Ig any atlion dl inaction 0 0.15 O.J 0.6 ocaunrq do.to any persons relance uponlne lr/onnallon LL BL avallabk harem Miles Parcels ESTIMATE OF COSTS The estimated costs of maintenance and servicing of the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Payroll $ 510,330.00 Overtime Salaries 1,090.00 Part-time Salaries 80,320.00 Fringe Benefits 249,370.00 Subtotal Personnel $ 841,110.00 Operations and Maintenance Operations and Maintenance $ 67,150.00 O&M/Facilities 0.00 Vehicle Operations and Maintenance 5,000.00 Emergency Equipment and Vehicle Rental 0.00 Contract Services 1,051,890.00 Contract Services/Facilities 0.00 Tree Maintenance 130,560.00 Utilities Telephone Utilities 1,690.00 Water Utilities 1,118,660.00 Electric Utilities 108,270.00 Assessment Administration 34,870.00 Admin/General Overhead 223,250.00 Interlund Allocation 75,020.00 Subtotal Operations and Maintenance $ 2,816,360.00 Capital Expenditures Capital Outlay— Vehicles $ 0.00 Transfer Out-Reserves 0.00 Subtotal Capital Expenditures $ 0.00 Total Expenditure Budget $ 3,657,470.00 Total Estimated Assessment $ 3,213,650.00 Plus Contribution from General Fund for General Benefit 328,570.00 Plus Use of Operating Reserve Fund 90,960.00 Total Estimated Revenue $ 3,633,180.00 Plus Anticipated Delinquencies 14,040.00 Total Expenditure Budget $ 3,647,220.00 Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 22 Total Estimated Assessment $ 3,213,658.08 Total District EBU Count 76,029.54 Actual Assessment per EBU — Fiscal Year 2015/16 $ 42.00 Maximum Allowable Assessment per EBU — Fiscal Year 2015/16 $ 42.28 Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per Benefit Unit ("BU") will be based on the total amount of funds needed to maintain the improvements in a satisfactory and healthy condition. The actual assessment amount may be the same or lower than the maximum allowable assessment; however, it may not exceed the maximum after the application of the cost of living inflator, as defined in this report, unless the excess increase is approved by the property owners in accordance with Assessment Law. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 2,309,950.00 Operating Reserve Contribution — Fiscal Year 2015/16 (90,960.00) Operating Reserve Collection — Fiscal Year 2015/16 0.00 Estimated Fiscal Year Ending June 30, 2016 Reserve Fund Balance $ 2,218,990.00 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget for the maintenance and servicing of the improvements: Personnel Services Regular Salaries: This item includes the costs attributed to the salaries of all full-time employees dedicated to maintenance of the District improvements. Part Time Salaries: This item includes the costs attributed to the salaries of all part time employees dedicated to maintenance of the District improvements. Fringe Benefits: This item includes the benefits available to City employees: health care, vacation, sick time, and retirement fund. Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 23 Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures Capital Proiects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 24 METHOD OF ASSESSMENT Introduction Pursuant to the 1972 Act, Article XIIID of the California Constitution, and the Proposition 218 Omnibus Implementation Act, all parcels that receive a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of assessment districts by local agencies for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the Landscape and Lighting Act of 1972 requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: 'The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement' (Sec. 22574). Article XIIID, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIIID also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Examples of parcels exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of- ways, public greenbelts and public parkways. Furthermore, Proposition 218 requires the City to separate general benefits from special benefits, whereas only special benefits may be assessed. As further detailed in the following sections, the Method of Assessment uses the following components to assign special benefit to each parcel: • Benefit Points: Assignment of points for aesthetic, safety and economic special benefits. • Benefit Factor: Multiplier. For residential parcels the benefit factor is units, and for non- residential parcels the benefit factor is lot size (acreage). Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 25 • Benefit Units: Sum of a parcel's benefit points multiplied by the parcel's benefit factor. The total amount is the special benefit units assigned to a parcel. Apportioi'liflp of Special Benefit As previously outlined, each of the parcels within the District receives a special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements and services provided is identified and the proportionate special benefits derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. The total costs of maintenance and operation, less the amount of general benefits identified, will be assessed to the parcels within the District based on the estimated benefit units assigned to each parcel. To assess special benefits appropriately, it is necessary to relate parcels of different land uses and development status to each other. The benefit unit method of apportionment uses the single family home as the basic unit of assessment since there is a total of 5,843 single family parcels within the District which represents 90.96% of the total assessable parcels within the District. The following shows how each parcel's benefit units have been determined. Aesthetic Benefit Points Aesthetic Benefit Points are assigned based upon the property's proximity to the improvements as well as the property's existing land use. All Single Family Residential parcels are located within the same proximity to the collective improvements (sidewalks, community trails, street landscaping and one-half mile from one of the parks). Each Single Family Residential parcel is fronted by sidewalk improvements, is within a one-half mile from one of the neighborhood parks, and uses the roads with street landscaping to enter and exit the Victoria Planned Community. In addition, the community trails are located throughout the District and serve as connectors between the different neighborhoods, school and shopping locations. All properties are within similar proximity to the trail improvements. Many trails are located along the sidewalks and streets, and all properties within the District have access to the trails through the various access points located throughout the entire District. The Single Family Residential parcels within the District are relatively similar in both building size and lot size. Since the improvements are provided uniformly throughout the District, Single Family Residential parcels are assigned 4.00 aesthetic benefit points, one for each of the improvement types. Multi Family and Condominium parcels are within close proximity to the sidewalks, and receive the benefit of having maintained sidewalks for users to travel and access the property. Although these parcels benefit from the aesthetics of the sidewalks they do not receive the same benefit as Single Family Residential parcels, since Multi Family and Condominium parcels do not have continuous sidewalk improvements along the frontage of each parcel/unit. Multi Family and Condominium parcels are within a one-half mile of the neighborhood parks, use the roads with street landscaping to enter and exit their housing complexes within the District, and are in close proximity to the trail improvements. Accounting for the lower average household size of Multi Family and Condominium parcels, and not having continuous sidewalk improvements directly fronting their property/unit, these properties have a reduced level of benefit from the improvements. Multi Family and Condominium parcels are assigned 2.80 benefit points. Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 26 Maintained sidewalks and street landscaping create an aesthetically pleasing environment for both employees and patrons of commercial properties. The overall aesthetics, interest and desirability of commercial properties within the District increase, as a result of the maintenance and servicing of the collective improvements. Based on the City's Land Use Plan and residential designations of homes within the District, there is an average of six Single Family Residential properties per acre within the District (General Plan, 2010). However, given the nature of their property use type, Commercial properties do not receive the same level of benefit from the trail and park improvements in relationship to residential land uses. Commercial properties are assigned 16.00 benefit points. A handful of parcels within the District are used to provide public services (such as fire stations, schools, churches and other similar uses) to the surrounding community, and are located based upon their proximity to the parcels they serve. These parcels benefit from the collective improvements in place, but at a reduced level compared to a Single Family Residential parcel, due to the nature of the improvements and their land use. In addition, these public service parcels are in place for the surrounding community, and the existence of well-maintained parks, street landscaping and community trails is not a significant factor in the decision to locate those facilities. Given the nature of their property use types, these public service parcels are assigned a 1.00 benefit points in recognition of the limited benefit they receive from the improvements maintained by the District. Undeveloped parcels within the District receive an aesthetic benefit from the maintenance of the collective improvements, but given the very limited activity and pedestrian access that these properties provide, properties within this land use category receive a reduced level of benefit. To account for this reduced benefit, all undeveloped properties are assigned 0.40 benefit points. Common area, roads and easements are deemed to receive no benefit from the District maintenance activities because they serve as connectors for other properties and do not receive benefit from the increased aesthetics. Utility parcels are located based on their proximity to the parcels they serve, and based upon their property usage (wireless towers, flood control basins and fire trail/access roads) do not benefit from the increased aesthetics. The following shows the aesthetic benefit points assigned to the parcel land use categories within the District: Parcel Land Use Category Aesthetic Benefit Points Single Family Residential 4.00 Condominium Residential 2.80 Multi-Family Residential 2.80 Commercial/Industrial 16.00 Public Service Parcels— Church/Fire 1.00 Station/School Undeveloped 0.40 Common Area/Roads/Easements/Utility 0.00 Safety Benefit Points Safety Benefit Points are assigned based upon the property's proximity to the improvements as well as the property's existing land use. The Single Family Residential parcels within the District Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 27 are relatively similar in both building size and lot size. Since the sidewalks, trails and street landscaping improvements are provided uniformly throughout the District, Single Family Residential parcels are assigned 3.00 safety benefit points, one for each of the improvement types. Based on the additional pedestrian traffic that commercial property generates compared to residential property, and that there is an average of six Single Family Residential Properties per acre within the District, Commercial parcels are assigned 18.00 benefit points. Multi Family and Condominium parcels are within close proximity to the sidewalks, and receive the benefit of having maintained sidewalks, trails and street landscaping for users to travel and access the property. Multi Family and Condominium parcels receive a reduced level of benefit from the safety of the sidewalks as they do not receive the same benefit as parcels that have continuous sidewalk improvements along the entire frontage of their parcel/unit. In addition, Multi Family and Condominium parcels have a lower average household size, which results in a reduced volume of pedestrian traffic on the sidewalks and trails compared to a Single Family Residential parcel. Multi Family and Condominium parcels are assigned 2.10 benefit points. A handful of parcels within the District are used to provide public services (such as fire stations, schools, churches and other similar uses) to the surrounding community, and are located based upon their proximity to the parcels they serve. However, based on the nature and location of the sidewalk and street landscaping improvements and public access to these properties, these parcels receive a safety benefit from the maintenance of the improvements. These public service parcels are assigned 2.00 benefit points in recognition of the benefit they receive. Well maintained green areas reduce the occurrence of crime and vandalism, and as such the maintenance of the improvements within the District create a safety benefit for the undeveloped parcels within the District. However, the safety benefit is reduced compared to a Single Family Residential parcels due to the very limited activity and pedestrian access that these properties provide. Undeveloped properties are assigned 0.30 benefit points. Common area, roads and easements are deemed to receive no benefit from the District maintenance activities because they serve as connectors for other properties and do not receive benefit from the increased aesthetics. Utility parcels are located based on their proximity to the parcels they serve, and given the nature of the property usage ((wireless towers, flood control basins and fire trail/access roads) do not benefit from the increased safety. The following shows the safety benefit points assigned to the parcel land use categories within the District: Parcel Land Use Category Safety Benefit Points Single Family Residential 3.00 Condominium Residential 2.10 Multi-Family Residential 2.10 Commercial/Industrial 18.00 Public Service Parcels — Church/Fire Station/School 2.00 Undeveloped 0.30 Common Area/Roads/Easements/Utility 0.00 Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 28 Economic Benefit Points Accounting for the existing economic activity throughout the District, as well as the potential for properties to develop, redevelop and invest in their economic presence, properties within the District are assigned benefit points for the economic activity benefits received from the uniform and maintained improvements. Economic activity benefit points are assigned based upon the property's location to the District activities, as well as the property's existing land use. The District's improvements will allow properties to maximize their development, land use and occupancy rates. Residential land uses are assigned benefit points in proportion to the number of trips generated and average number of occupants per dwelling unit in comparison to the typical single family parcel. Single Family Residential parcels are assigned 4.00 benefit points, one for each of the improvement types. Studies have consistently shown that the average multi-family residential unit impacts infrastructure approximately 80% as much as a single family residence. Condominium parcels are assigned 3.20 benefit points since the number of trips generated per condominium unit is approximately 80% of the typical single family residential units (Trip Generation, 2003). Multi-family residential parcels are assigned 2.40 benefit points per dwelling unit since the number of trips generated per multi-family residential unit, per the City's Traffic Study (2009), are 60% of the typical single family residential unit. To recognize the increase in economic activity and additional pedestrian traffic that non- residential properties generate compared to residential property, non-residential Commercial properties are assigned benefit points based on the average trip generations of non-residential property compared to a Single Family Residential property. Based on the City's Traffic Study (2009), and given that the non-residential parcels within the district are of mixed uses, the trip generation rate for non-residential parcels averages just under 320 trips per acre, which is approximately 5.6 times per acre that of a single family residential development. The trip generation rate is reduced to account for pass-through trips which are estimated to be 20%. Therefore, the economic benefit points assigned Commercial parcels is 4.50 per one residential benefit point. Commercial properties are assigned a total of 18.00 economic benefit points. The public services parcels and utility parcels within the District are used to provide services to the surrounding community, and are located based upon their proximity to the parcels they serve. These parcels receive no economic benefit from the collective improvements in place. Therefore, they are not assigned benefit points for economic activities. The availability of well-maintained sidewalk, landscaping and park improvements within the local community enhances the ability of owners of undeveloped parcels of land to develop those parcels, as studies have shown that there is an increase in demand for residents and businesses to locate within communities with well-maintained sidewalk, landscaping and park improvements. However, since undeveloped parcels generate fewer trips and given the limited activity these properties provide, they receive a reduced economic benefit from the maintenance of the collective improvements. To account for this reduced benefit, but still recognize development potential, all undeveloped properties are assigned 1.50 benefit points. Common areas and roads are deemed to receive no benefit from the District maintenance activities because they serve as connectors for other properties and do not receive an economic benefit. The following shows the economic benefit points assigned to the parcel land use categories within the District: Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga fiscal Year 2015/16 29 Parcel Land Use Category Economic Benefit Points Single Family Residential 4.00 Condominium Residential 3.20 Multi-Family Residential 2.80 Commercial/Industrial 18.00 Public Service Parcels — Church/Fire 0.00 Station/School Undeveloped 1.50 Common Area/Roads/Utility 0.00 Total Special Benefit Points Calculation The formula below shows the total special benefit points calculation for each parcel within the District: Parcel's Total Parcel's Parcel's Parcel's Special Benefit = Aesthetic + Safety + Economic Points Benefit Points Benefit Points Benefit Points Parcel Factors The method of apportioning the benefit to the parcels within the District reflects the proportional special benefit assigned to each property within the District based upon various property characteristics of parcels as compared to other properties within the District. By adjusting the assigned special benefit points set forth above by parcel factors, a more complete picture of the proportional special benefits received by each parcel within the District is presented. Given that the special benefits provided by the District focus on aesthetic benefit, safety benefit, and economic activity benefits, it was determined that lot size (acreage) for non-residential parcels and units for residential parcels were the most appropriate parcel factors. The number of units for non-residential parcels would not accurately reflect the amount of development and redevelopment that may occur. In addition, a larger parcel allows for a greater area to develop and redevelop than smaller parcels, which corresponds to larger parcels receiving proportionately greater aesthetic, safety and economic activity benefits when compared to smaller parcels within the District. Therefore, the benefits assigned for each parcel in the District is in direct proportion to the size of the parcel and potential development of the parcel. Residential parcels are limited by the number of units on the parcel more than the actual lot size. However, the greater the lot size, the more units can be placed on a parcel, and the more persons who use and benefits from the collective improvements. Therefore the benefits assigned for each parcel in the District is in direct proportion to the units assigned to that parcel. The formula below shows the parcel factor calculation for each parcel within the District: Residential Parcel Factor — Units Non-Residential Parcel Factor = Acreage Total Benefit Units per Parcel Calculation Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 30 To appropriately quantify and assign the total benefit units for each parcel within the District, the total special benefit points are further adjusted according to the formula below: Parcel's Total Parcel's Total Parcel Benefit Units - Special Benefit X Factor Points Total Special Benefit Units The total special benefit units for the District at this time are 76,064.85. Data Considerations and Parcel Changes The use of the latest Assessor's Secured Roll information has been and shall be used in the future as the basis in determining each parcel's land use category, units and lot size (acreage), unless better data was or is available to the City. In addition, if any parcel within the District is identified by the Auditor/Controller to be an invalid parcel number, the land use category, units and lot size (acreage) of the subsequent valid parcels shall serve as the basis in assigning parcel factor special benefit units. If a single parcel changes to multiple parcels, the special benefit units shall be recalculated based on the property type, number of units and acreage data for the new parcels, rather than each new parcel receiving a proportionate share of the original assessment. Special Considerations: Publicly Owned Parcels Any publicly owned parcels that benefit from the improvements cannot be exempt from the assessment. The special benefits accruing to these types of parcels must be determined using the same kind of formulas and benefit point assignment as applied to privately owned parcels. This requirement is clearly conveyed in Article XIII D, Section 4(a) of the California Constitution which states in part, "... Parcels within a district that are owned or used by any agency, the State of California or the United States shall not be exempt from assessment unless the agency can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit." Publically owned parcels are categorized and assigned benefit units using the same methodology as privately owned parcels, based on their land use as shown on the latest County Secured Roll. Rate per Benefit Unit The assessment rate per special benefit unit is calculated by dividing the total cost estimate to be assessed by the total special benefit units assigned to the parcels in the District. The following formula provides the assessment rate per special benefit unit calculation: Rate per Total Costs to / District's Total Benefit Unit - be Assessed Benefit Units Method of Assessment Spread The method of assessment is based upon a formula that assigns the special benefits to each parcel, with special benefit points being adjusted by the parcel's number of units or lot size Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 31 (acreage). The formula below provides a summary of the annual assessment calculation for each parcel in the District. (B) Parcel's)Total = Parcel's Total X Parcel Benefit Units Special Benefit Factor Points ParcelParcel's Parcel's Parcel's Special Benefit = Aesthetic + Safety + Economic Points Benefit Points Benefit Points Benefit Points (C) Residential Parcel Factor = Units Parcel Factor Non-Residential Parcel Factor = Acreage App/yina the Method of Assessment Spread The maximum assessment for each parcel in the District is calculated by the following procedure: Step 1: Assign each parcel its appropriate land use category based on the most recent San Bernardino County Assessor's Secured Roll data. Step 2: Determine each parcel's appropriate aesthetic benefit points based on land use. The aesthetic benefit points are shown in the following table: Parcel Land Use Category Aesthetic Benefit Points Single Family Residential 4.00 Condominium Residential 2.80 Multi-Family Residential 2.80 Commercial/Industrial 16.00 Public Service Parcels— Church/Fire Station/School 1.00 Undeveloped 0.40 Common Area/Roads/Easements/Utility 0.00 Step 3: Determine each parcel's appropriate safety benefit points based on land use. The safety benefit points are shown in the following table: Parcel Land Use Category Safety Benefit Points Single Family Residential 3.00 Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 32 Condominium Residential 2.10 Multi-Family Residential 2.10 Commercial/Industrial 18.00 Public Service Parcels - Church/Fire 2.00 Station/School Undeveloped 0.30 Common Area/Roads/Easements/Utility 0.00 Step 4: Determine each parcel's appropriate economic benefit points based on land use. The economic benefit points are shown in the following table: Parcel Land Use Category Economic Benefit Points Single Family Residential 4.00 Condominium Residential 3.20 Multi-Family Residential 2.80 Commercial/Industrial 18.00 Public Service Parcels -Church/Fire 0.00 Station/School Undeveloped 1.50 Common Area/Roads/Utility 0.00 Step 5: Sum the aesthetic benefit points, safety benefit points and economic benefit points for each parcel. The total benefit points are shown in the following table: Aesthetic Safety Economic Total Benefit Benefit Benefit Benefit Parcel Land Use Category Points Points Points Points Single Family Residential 4.00 3.00 4.00 11.00 Condominium Residential 2.80 2.10 3.20 8.10 Multi-Family Residential 2.80 2.10 2.80 7.70 Commercial/Industrial 16.00 18.00 18.00 52.00 Public Service Parcels - Church/Fire 1.00 2.00 0.00 3.00 Station/School Undeveloped 0.40 0.30 1.50 2.20 Common Area/Roads/Easements/Utility 0.00 0.00 0.00 0.00 Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)-City of Rancho Cucamonga Fiscal Year 2015/16 33 Step 6: Determine the appropriate parcel factor based on the parcel's land use. The unit of measurement for each parcel factor, by land use, is shown in the following table: Residential Parcel Factor = Units Non-Residential Parcel Factor = Acreage Step 7: Multiply the total benefit points by parcel factor to compute each parcel's total special benefit units. Step 8: Sum the result of Step 7 for all parcels in the District. Step 9: Separate the general benefit from the special benefit, and divide the portion of the budget representing special benefit by the result of Step 8 to compute the rate per benefit unit. Step 10: Multiply each parcel's total benefit units by the result of Step 9 to compute each parcel's assessment. Step 11: In future years the rate per benefit unit may be adjusted by inflation. 2015/16 Proposed Maximum Assessment Rates The 2015/16 maximum allowable assessment rate is calculated by dividing the net total to be assessed by the total special benefit units assigned to parcels in the District based on property type, unit and acreage data. For Fiscal Year 2015/16, the calculation is as follows: Maximum Assessment Special Benefit / District's Total per Benefit Unit to be Assessed Benefit Units $42.28 = $3,213,658.08 / 76,029.54 The following table summarizes the Fiscal Year 2015/16 maximum allowable assessment rates for the District, by land use category: 1 Fiscal Year Maximum Assessment per EBU Actual Assessment per EBU 2013/14 42.01 42.00 2014/15 i 42.23 42.00 Victoria Neighborhood Parks and Landscape Maintenance District (LMD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 34 12015/16 42.28 42.28 Maximum Allowable Total Benefit Parcel Assessment for FY Parcel Land Use Category Points Factor 2015/16 Single Family Residential 11.00 Unit $464.97 Condominium Residential 8.10 Unit 342.18 Multi-Family Residential 7.70 Unit 325.47 Commercial/Industrial 52.00 Acre 2,198.04 Public Service Parcels — Church/Fire 3.00 Acre 126.81 Station/School Undeveloped 2.20 Acre 92.99 Common Area/Roads/Easements/Utility 0.00 Parcel 0.00 Cost of Living Inflator Each fiscal year, beginning Fiscal Year 2015/16, the maximum allowable assessment amount may be increased by the lesser of 3% or the percentage change in the year ending February preceding the start of the Fiscal Year of the Consumer Price Index for all Urban Consumers (CPI-U), for the Los Angeles-Riverside-Orange County area. If for any reason the percentage change is negative, the maximum allowable assessment would not be decreased by reason of such negative percentage change and would remain at the amount as computed on the previous fiscal year regardless of any CPI-U adjustment. If operating costs are such that the maximum assessment amount is not needed, the City would levy only what is needed for that fiscal year. The actual assessment rate for Fiscal Year 2015/16 will increase from $462.00 to $464.97 per single-family residence, a rate increase of 0.64% as compared to Fiscal Year 2014/15. Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 35 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following pages. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County of San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Victoria Neighborhood Parks and landscape Maintenance District (1-MD 2)—City of Rancho Cucamonga Fiscal Year 2015/16 36 - { d N Ej ,G n 1 y, rr! 0i W ;U Y'r{i7B��?ai DO m N a x�3 rEf ESe OD O S T 1p •�.._.._ _ 9 a• Grove Av �•• Carnelian St Vineyard Av Hellman Av�,� Hellman Av Archibald Av ___. Archibald Av _) i Hermosa Av Hermosa Av Haven Av Haven Av i Milliken Av ___�.1 Milliken Av r r Rochester Av r Rochester Av y ............ Da Cre7BwlIny � o Etiwanda Av LEtiwanda Avg II1 �• Q East Av _•_„_ �. u °oma £ 2 Z»I = r a W � O n X I dQ Cherry Av „y,F O O ® C N �, N 3 r 1 3 y � >y � � Q Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 37 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 maximum and actual assessments for the District: Actual Assessment Actual Total Total Rate for FY Assessment Property Type Units/Acres EBUs 2015/16(1) for 2015/16(2 Single Family Residential 5,859.00 64,449.00 $464.97 per unit $2,724,259.23 Condominium Residential 559.00 4,527.90 $342.18 per unit 191,278.62 Multi-Family 589.00 4,535.30 $325.47 per unit 191,701.83 Residential Commercial/Industrial 42.33 2,200.90 $2,198.04 per acre or 93,043.03 portion thereof Public Service Parcels —Church/Fire 70.27 210.82 $126.81 per acre or 8,910.92 Stattion/School portion thereof Undeveloped 48.01 105.62 $92.99 Per acre or 4,464.44 ortion thereof Common Area, Roads, Easements, Utility 0.00 0.00 $0.00 per parcel 0.00 Parcels Total 7,167.61 76,029.54 $3,213,658.08 (1) The actual allowable assessment rates have been rounded down to the nearest dollar. (2) The total 2015/16 assessment amount differs from the District Budget net total to be assessed due to rounding. Annexations The following Annexations are effective for the 2015/16 Fiscal Year. APN Annexation Project Total Total Property Type Date Name Units/Acres EBUS 1089-581-01 05/21/14 1 TR 18212 67.00 67.00 Condominiums Victoria Neighborhood Parks and Landscape Maintenance District (LIVID 2)—City of Rancho Cucamonga Fiscal Year 2015/16 38 Annual Engineer's Report Fiscal Year 2015/2016 City of Rancho Cucamonga Landscape Maintenance District No. 3A (Hyssop) CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 3A (HYSSOP) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2741 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 5 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 7 District Budget Definitions of Budget Items Method of Assessment 10 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 13 Assessment Roll 15 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July 15, 2015 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 3A (Hyssop Maintenance District) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an es timate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $3,670.00 Plus Anticipated Interest Earnings 440.00 Total Estimated Revenue $4,110.00 Plus Use of Operating Reserve Fund 6.930.00 Total Expenditure Budget $11,050.00 Total District EBU Count 9.00 Actual Assessment per EBU $413.74 Maximum Allowable Assessment per EBU $413.74 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. Landscape Maintenance District No. 3A—City of Rancho Cucamonga 1 Fiscal Year 2015/16 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. 1, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. �QAOFESSJp �pS10REWgrl� y No.Co53672 Ezp.63o- rl,7 r CMI �P U Mark A. Steuer, Director of Engineering Services/City Engineer Landscape Maintenance District No.3A—City of Rancho Cucamonga 2 Fiscal Year 2015/16 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting of landscape or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Landscape Maintenance District No. 3A—City of Rancho Cucamonga 3 Fiscal Year 2015/16 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, o opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Landscape Maintenance District No. 3A—City of Rancho Cucamonga 4 Fiscal Year 2015/16 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as that area of the City South and East of Hyssop Drive south of 611 Street. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services The improvements maintained by the District include the paseos, community trails, trees, landscaped sites and appurtenant facilities that are throughout the District. These improvements are located within the street right-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Site # Descriptive Location J-1 The west side of Hyssop from south of 6'" street to the south end of the cul-de-sac. Ground Cover area: 6,050 square feet Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 3A—City of Rancho Cucamonga 5 Fiscal Year 2015/16 6TH ST j N I sTy n 3'T N STH ST Oji_ � I 'NINNINNN� i 1 i 3 1 LL 1 � r 1 1 a i m Ir a �. 21 Z' o if Z_ 4TH ST r'- ,Ot iAfll htA Q w TEA MET'EP "..N.,Bauma..w.pne..r„aae•t'.m...... .fi IRRIGATION PUMP C +p w.a mr°ppe ......m. n.cw.m."w ,v. "ar».ao. �•• PETRAIL c � h w .l•a•:.:a" ........ Landscape Maintenance District No. 3A IRRIGATION LINE Improvement Map 6.vYi�,riy,nJ al raln•-nl,•en n..,»,.....ir�Y°np. FREEWAY a � ,M1wY�p IM 1F eIFa e4u< N �N p 0 0.05 0.1 0.2 0.3 0.4 Ls LMD ao J p.M1.m.....t.°p>•n."Iarmn�°p Miles PARCELS ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Payroll $ 0.00 Part-time Salaries 0.00 Fringe Benefits 0.00 Subtotal Personnel $ 0.00 Operations and Maintenance Operations and Maintenance $ 1,100.00 Contract Services 7,500.00 Utilities Water Utilities 1,460.00 Electric Utilities 840.00 Assessment Administration 50.00 General Overhead 100.00 Subtotal Operations and Maintenance $ 11,050.00 Capital Expenditures Capital Outlay— Vehicles $ 0.00 Subtotal Capital Expenditures $ 0.00 Total Expenditure Budget $ 11,050.00 Total Estimated Assessment $ 3,670.00 Plus Anticipated Interest Earnings 440.00 Total Estimated Revenue $ 4,110.00 Plus Use of Operating Reserve Fund 6.930.00 Total Expenditure Budget $ 11,040.00 Total Estimated Assessment $ 3,723.66 Total District EBU Count 9.00 Actual Assessment per EBU — Fiscal Year 2015/16 $ 413.74 Maximum Allowable Assessment per EBU — Fiscal Year 2015/16 $ 413.74 The maximum allowable assessment per EBU listed in the District budget above, is the amount which was approved in 1996/97 and subsequent District annexations. Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance, available fund Landscape Maintenance District No. 3A—City of Rancho Cucamonga 7 Fiscal Year 2015/16 balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 39,723.00 Use of Operating Reserve Fund — Fiscal Year 2015/16 (6,930.00) Operating Reserve Contribution — Fiscal Year 2015/16 0.00 Estimated Fiscal Year Ending June 30, 2016 Reserve Fund Balance $ 32,793.00 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services Regular Salaries: This item includes the costs attributed to the salaries of all full-time employees dedicated to maintenance of the District improvements. Part Time Salaries: This item includes the costs attributed to the salaries of all part time employees dedicated to maintenance of the District improvements. Fringe Benefits: This item includes the benefits available to City employees: health care, vacation, sick time, and retirement fund. Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Landscape Maintenance District No.3A—City of Rancho Cucamonga 8 Fiscal Year 2015/16 Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures Capital Projects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Landscape Maintenance District No.3A—City of Rancho Cucamonga 9 Fiscal Year 2015/16 METHOD OF ASSESSMENT General Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement" (Sec. 22547). Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. General Benefit Section 4 of Article XIII D of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next "separate the general benefits from the special benefits conferred," and only the special benefits can be included in the amount of the assessments imposed. Landscape Maintenance District No.3A—City of Rancho Cucamonga 10 Fiscal Year 2015/16 In this Assessment District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the District and include paseos, street trees, landscaped areas and appurtenant facilities that are located throughout the District and were installed to create a common landscape theme and neighborhood identity for parcels within the District. The improvements are situated within the public rights-of-way of the internal local street network within the District which provides ingress and egress for parcels within the District to access the City's system of arterial streets. City residents and traffic from parcels not within the District do not use the internal local street network or paseos except for the express purpose of accessing properties located within the District, and therefore do not benefit from the improvements. Only parcels which are within the District and proximate to the improvements and within the Assessment District are being assessed. Accordingly, there is a direct physical and visual nexus between each parcel being assessed and the improvements to be funded by the assessment that does not exist for parcels outside of the District boundary and that is particular and distinct from that shared by the public at large. Under these circumstances, all of the benefits conferred are direct and local in nature, and provide a benefit to only those parcels located within the boundaries of the District. Based upon this, it has determined that there is no quantifiable general benefit to the surrounding community and the public in general from the maintenance of the improvements within the boundaries of the District, and therefore no portion of the project costs should be attributed to general benefit. Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing beautification, shade and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. Landscape Maintenance District No.3A—City of Rancho Cucamonga 11 Fiscal Year 2015/16 When the District was formed in 1979, Article XIII D and Proposition 218 had not yet been passed. Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus Implementation Act, new rules were put into place. Due to the changes in legal requirements, as property annexed to the District after the passage of the Assessment Law, the description of the method of assessment became more refined, however, the assessment per parcel has remained the same since the 1996/97 Fiscal Year. Further, no parcel included in the District formation or annexations prior to when the language was refined, are now being levied differently than they were at the time the District was formed or the parcels were annexed. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one Equivalent Benefit Unit (EBU). Every other land-use is converted to EBUs based on an assessment formula that equates to the property's specific development status, type of development (land-use), and size of the property, as compared to a single family home. Vacant parcels are assigned an EBU value of 0.25 per acre because they receive a lesser benefit from the improvements until such time as development occurs. The following table provides the weighting factors applied to various land-use types, as assigned by County use code, to determine each parcel's EBU assignment. Land-Use Equivalent Dwelling Units Property Type (County Use Code) EBU Value Multiplier Non-Residential 1.00 Parcel The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following table summarizes the Fiscal Year 2015/16 maximum allowable assessment rates for the District: Property Type Maximum Allowable Actual Total Total (County Use Code) Assessment Rate Assessment Units/Acres EBUs per EBU Rate per EBU Non-Residential $413.741 $413.74 9 9 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Landscape Maintenance District No.3A—City of Rancho Cucamonga 12 Fiscal Year 2015/16 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 3A—City of Rancho Cucamonga 13 Fiscal Year 2015/16 13 I7�a tai lnl ilt 1 o fdga " We D A s}} {L vN c sa id Fe � 00 �t SQS 91 � ' (n Z11 lA In I '• i t Grove Av ;_.._..__—._.. CDJ ` _ _..J CL Carnelian St Vineyard Av j rn cn A I Hellman Av;-_—� Hellman Av Archibald Av! ! ; Archibald Av i I Hermosa Av Hermosa Av i � ! Haven Av! Haven Av ! ! Milliken Av i ._..........._.J Milliken Av I i Rochester Av j Rochester Av t� j Day Creek BI j ! i Etiwanda Av ! Etiwanda Av i a East Av — k t a1 ._.._.._.._ ..sem D 0 -- i 0 o W � v, l ro � I cn o ni n �.` .............. CD en Cherry Av N. ® r = I 0 2 a '. < V) D 3 n n Landscape Maintenance District No. 3A—City of Rancho Cucamonga 14 Fiscal Year 2015/16 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 maximum and actual assessments for the District: Maximum Allowable Maximum Property Type Assessment Rate Total Total Allowable Count Use Code per EBU Units/Acres EBUs Assessment Non-Residential $413.74 9 9 $3,723.66 `Actual Assessment Rate per EBU" is the same as "Maximum Allowable Assessment Rate Per EBU". A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no annexations effective for the 2015/16 Fiscal Year. Landscape Maintenance District No. 3A—City of Rancho Cucamonga 15 Fiscal Year 2015/16 Annual Engineer's Report Fiscal Year 2015/2016 City of Rancho Cucamonga Landscape Maintenance District No. 3B (Commercial Industrial) CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 313 (COMMERCIAL INDUSTRIAL) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2741 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 5 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 10 District Budget Definitions of Budget Items Method of Assessment 13 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 16 Assessment Roll 18 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July 15, 2015, the City Council of Rancho Cucamonga, under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 3B (Commercial Industrial) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $ 1,026,940.00 Metrolink Parking Permit Revenues 240,000.00 Plus Anticipated Delinquencies 17,380.00 Total Estimated Revenue $ 1,284,320.00 Plus Use Operating Reserve Fund 578.470.00 Total Expenditure Budget $ 1,862,790.00 Total District EBU Count 2,910.83 Actual Assessment per EBU $ 352.80 Maximum Allowable Assessment per EBU $ 352.80 In making the assessments contained herein pursuant to the 1972 Act: 1. 1 have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said Landscape Maintenance District No. 3B—City of Rancho Cucamonga 1 Fiscal Year 2015/16 parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance wit rder of the City Council of the City of Rancho Cucamonga and the Assessment Law. ESS/O,yq� REWSTFFy2 No.C063072 9 E .&30.1 z �? CMS 9 OF CAI\FOQ Mark A. Steuer, Director of Engineering Services/City Engineer Landscape Maintenance District No. 36—City of Rancho Cucamonga 2 Fiscal Year 2015/16 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting of landscape or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Landscape Maintenance District No. 3B—City of Rancho Cucamonga 3 Fiscal Year 2015/16 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, o opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Landscape Maintenance District No.3B—City of Rancho Cucamonga 4 Fiscal Year 2015/16 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as the commercial and industrial area of the City which is generally bounded by Foothill Boulevard on the north, 41h Street on the South, East Avenue on the east and Grove Avenue on the west. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services These improvements are located within the street right-of-ways, Metrolink, and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous'and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Site # Descriptive Location J-2 The monument at the northeast corner of Haven and 41h Street. Ground Cover area: 5,715 square feet Hardscape area: 6,068 square feet J-3 The 611 Street median from Milliken to Pittsburg. Ground Cover area: 3,300 square feet J-4 The entry monuments on the east and west side of 41h and Milliken. Ground Cover area: 19,771 square feet Hardscape area: 9,060 square feet J-5 The Milliken median from Arrow to Jersey. Landscape Maintenance District No.36—City of Rancho Cucamonga 5 Fiscal Year 2015/16 Ground Cover area: 10,220 square feet J-6 The Spruce median from Foothill to White Oak. Ground Cover area: 4.300 square feet J-7 The 6'h Street median from Pittsburg to Richmond. Ground Cover area: 5,114 square feet J-8 The 611 Street median from Richmond to Buffalo. Ground Cover area: 2,476 square feet J-9 The Milliken railroad underpass. Ground Cover area: 165,633 square feet, 12-12-01 added 5199 sq feet Turf area: 4,897 square feet J-10 The 6`h Street median from Cleveland to 1,820 feet east of Cleveland. Ground Cover area: 13,310 square feet J-11 The 6'h Street median from Buffalo to Rochester. Ground Cover area: 12,400 square feet J-12 The Milliken median from Arrow to Century. Ground Cover area: 13,855 square feet J-13 The Milliken median from Century to Foothill Blvd. Ground Cover area: 3,330 square feet J-14 The 611 Street median from Utica to Cleveland. Ground Cover area: 8,559 square feet J-15 The 6'h Street median from Haven to Utica. Ground Cover area: 7,680 square feet J-16 Day creek median from Church to Foothill. Ground Cover area: 8,466 square feet J-17 The Day Creek medians south of Foothill including the traffic circle. Ground Cover area: 6,490 square feet H-1 The Haven median from 4'h Street to 611 Street. Ground Cover area: 21,205 square feet 3/25/13: Converted 8,935 sq. ft. of turf to ground cover effective 4/1/13 Landscape Maintenance District No. 3B—City of Rancho Cucamonga 6 - Fiscal Year 2015/16 H-2 The Haven medians from 611 Street to the underpass bridge. The east and west side parkways and slopes on Haven from Acacia Street to underpass bridge. Ground Cover area: 54,720 square feet 3/25/13: Converted 2,960 sgft of turf to ground cover effective 4/1/13 H-3 The Haven medians from underpass bridge to Arrow Route. The east and west side parkways and slopes on Haven from the underpass bridge to Jersey Blvd. Ground Cover area: 56,210 square feet H-4 The Haven median from Arrow Route to Foothill. Ground Cover area: 15,156 square feet H-5 The Haven median from Foothill to Church. Ground Cover area: 11,502 square feet FH-1 The Foothill median from Spruce to Haven. Ground Cover area: 4,571 square feet The total square footage for the improvement is 9,141; however, due to the location of the improvement the other half is maintained by LMD 4-R. FH-2 The Foothill median from Spruce to Milliken. Ground Cover area: 7,940 square feet The total square footage for the improvement is 15,879; however, due to the location of the improvement the other half is maintained by LMD 4-R. FH-3 The Foothill median from 790 feet west of Market Place to Market Place. Ground Cover area: 4,434 square feet FH-4 The Foothill median from Market Place to Etiwanda. Ground Cover area: 10,392 square feet FH-5 The Foothill median from 360 feet west of Masi Dr. to 516 feet west of Masi Dr. Ground Cover area: 800 square feet The total square footage for the improvement is 1,600; however, due to the location of the improvement the other half is maintained by LMD 4-R. FH-6 The Foothill median from Masi Plaza to Rochester. Ground Cover area: 800 square feet The total square footage for the improvement is 1,600; however, due to the location of the improvement the other half is maintained by LMD 4-R. FH-7 The Foothill boulevard median from Vineyard to Orchard Plaza. Ground Cover area: 2,605 square feet Landscape Maintenance District No.3B—City of Rancho Cucamonga 7 Fiscal Year 2015/16 FH-8 The Foothill boulevard median from Orchard Plaza to Lion Street. Ground Cover area: 344 square feet FH-9 The Foothill boulevard median from Hellman to Malachite and from Malachite to Archibald. Ground Cover area: 21,474 square feet FH-10 The Foothill boulevard median from Archibald to Ramona. Ground Cover area: 4,770 square feet FH-11 The Foothill boulevard median from Ramona to Hermosa. Ground Cover area: 5,210 square feet FH-12 The Foothill boulevard median from Hermosa to Center. Ground Cover area: 6,329 square feet FH-13 The Foothill boulevard median from Center to Haven. Ground Cover area: 6,286 square feet FH-14 The Foothill boulevard median from Rochester to 600 feet east of Rochester. Ground Cover area: 1,356 square feet Site reduced to 5,979 square feet due to median renovation. FH-15 The Foothill boulevard median from 1,225 feet west of Day Creek to Day Creek. Ground Cover area: 4,905 square feet FH-16 The Foothill boulevard median from Day Creek to the 15 freeway. Ground Cover area: 9,808 square feet Map Of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 3B—City of Rancho Cucamonga 8 Fiscal Year 2015/16 Landscape Maintenance District No. 313 N Improvement Map A 1 E n E RaNCFIo i � � < i i 3 (;ucnnlouca ........................................._........ ....._.._...5 w 1 a' 1 x v Hillside Rd. - 1. 1 p W 1 a - Banyan St, 0 �° 1 • S 19th Sf � I 1 - m . m _ ----- — --- ---- ;;; E Base Line Rd 1'�• / Base Line Rtl 1 U 1P O re 1 1 re J Hs 4y: Foothill • - A IRRIGATION PUMP BI i FIqtFHB0H0 FHt'O.yFHiFF',1Fp 'M"rFNti 1A.Fl154G FGFHS�FH fa0ihlll BI 0 WATER METER U JG Jta Jt] I p] IRRIGATION LINES ^' Arrow RPH4 J12 1 0 n •Arrow Rt - PARKS z JG 1 =_= PACIFIC ELECTRIC TRAIL LIVID 38 p 1 w vo •,O J9 .u_u� rn,.mo,p. b a` o v , vw.+ovmmnnmo.nvmrmmm".1 m J1 orenen ear:�ceouge iae uir e�vn.eene eurnma"a" C Ip v Hp avuoie r„wma oramaroi.mormn,.mn .-1 6tholvn.znn o,�mo.o.a•m.nam,ou.."o � � J'YG�J1C J10 J' P JB iamn oigw,e+ee ea nne mmml umcy co•mmmne vor im,euoess of nor m `� ake�wnr..l io 1-nae..1 me",., von 1ne imo;malroo o arr.vv:.+n�.mmrmm..w oro..am na.., o. 4th Sl Ht erne cn.oi"en�on"c"c.mv,en v,ancny nn .nrww xmnmion re �na„N Tl•,ce„��aw•olavio�in.��V�x .,,,.,���,mm�,�„��.i.nN r ¢ a' w0 ue"nnoc"r�moovo a m c a m m mol"oma:kcnm"v,oss"m.."v..oar w r re E i v A ammrov��o rnr..o s,�a,nnr opo�oo"" t1 I Q 2 � � � e+"o nem ororwwm me.nem�rooruxr o-,rom,mm� ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Payroll $ 53,480.00 Overtime Salaries 0.00 Part-time Salaries 11,600.00 Fringe Benefits 26.860.00 Subtotal Personnel $ 91,940.00 Operations and Maintenance Computer Software $ 500.00 Operations and Maintenance 11,100.00 Operations and Maintenance/Facilities 6,000.00 Vehicle Operations and Maintenance 0.00 Emergency Equipment and Vehicle Rental 0.00 Equipment Operations and Maintenance 0.00 Contract Services 498,830.00 Contract Services/Facilities 112,000.00 Tree Maintenance 22,290.00 Telephone Utilities 600.00 Water Utilities 130,960.00 Electric Utilities 59,390.00 Assessment Administration 6,270.00 General Overhead 21,070.00 Subtotal Operations and Maintenance $ 869,010.00 Capital Expenditures Capital Outlay-Equipment $ 200,000.00 Capital Projects $ 665,000.00 Subtotal Capital Expenditures $ 865,000.00 Total Expenditure Budget $ 1,825,950.00 Total Estimated Assessment $ 1,026,940.00 Plus Metrolink Parking Permit Revenues 240,000.00 Plus Anticipated Delinquencies 17.380.00 Total Estimated Revenue $ 1,284,320.00 Plus Use of Operating Reserve Fund 578,470.b0 Total Expenditure Budget $ 1,862,790.00 Total Estimated Assessment $ 1,026,940.82 Landscape Maintenance District No.38—City of Rancho Cucamonga 10 Fiscal Year 2015/16 Total District EBU Count 2,910.83 Actual Assessment per EBU — Fiscal Year 2015/16 $ 352.80 Maximum Allowable Assessment per EBU — Fiscal Year 2015/16 $ 352.80 The maximum allowable assessment per EBU listed in the District budget above, is the amount which was approved in 1996/97 and subsequent District annexations. Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance, available fund balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 1,065,867.00 Use of Operating Reserve Fund— Fiscal Year 2015/16 (578,790.00) Operating Reserve Contribution — Fiscal Year 2015/16 0.00 Estimated Fiscal Year EndingJune 30, 2016 Reserve Fund Balance $ 487,077.00 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services Regular Salaries: This item includes the costs attributed to the salaries of all full-time employees dedicated to maintenance of the District improvements. Part Time Salaries: This item includes the costs attributed to the salaries of all part time employees dedicated to maintenance of the District improvements. Fringe Benefits: This item includes the benefits available to City employees: health care, vacation, sick time, and retirement fund. Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Landscape Maintenance District No. 36—City of Rancho Cucamonga 11 Fiscal Year 2015/16 Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures Capital Projects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Landscape Maintenance District No.38—City of Rancho Cucamonga 12 Fiscal Year 2015/16 METHOD OF ASSESSMENT General Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement" (Sec. 22547). Article XIIID, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIIID also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. General Benefit Section 4 of Article XIIID of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next "separate the general benefits from the special benefits conferred," and only the special benefits can be included in the amount of the assessments imposed. Landscape Maintenance District No.3B—City of Rancho Cucamonga 13 Fiscal Year 2015/16 In this Assessment District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the District and include paseos, street trees, landscaped areas and appurtenant facilities that are located throughout the District and were installed to create a common landscape theme and neighborhood identity for parcels within the District. The improvements are situated within the public rights-of-way of the internal local street network within the District which provides ingress and egress for parcels within the District to access the City's system of arterial streets. City residents and traffic from parcels not within the District do not use the internal local street network or paseos except for the express purpose of accessing properties located within the District, and therefore do not benefit from the improvements. Only parcels which are within the District and proximate to the improvements and within the Assessment District are being assessed. Accordingly, there is a direct physical and visual nexus between each parcel being assessed and the improvements to be funded by the assessment that does not exist for parcels outside of the District boundary and that is particular and distinct from that shared by the public at large. Under these circumstances, all of the benefits conferred are direct and local in nature, and provide a benefit to only those parcels located within the boundaries of the District. Based upon this, it has determined that there is no quantifiable general benefit to the surrounding community and the public in general from the maintenance of the improvements within the boundaries of the District, and therefore no portion of the project costs should be attributed to general benefit. Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing beautification, shade and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. Landscape Maintenance District No. 3B—City of Rancho Cucamonga 14 Fiscal Year 2015/16 When the District was formed in 1979, Article XIII D and Proposition 218 had not yet been passed. Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus Implementation Act, new rules were put into place. Due to the changes in legal requirements, as property annexed to the District after the passage of the Assessment Law, the description of the method of assessment became more refined, however, the assessment per parcel has remained the same since the 1996/97 Fiscal Year. Further, no parcel included in the District formation or annexations prior to when the language was refined, are now being levied differently than they were at the time the District was formed or the parcels were annexed. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one Equivalent Benefit Unit (EBU). Every other land-use is converted to EBUs based on an assessment formula that equates to the property's specific development status, type of development (land-use), and size of the property, as compared to a single family home. The following table provides the weighting factors applied to various land- use types, as assigned by County use code, to determine each parcel's EBU assignment. Land-Use Equivalent Dwelling Units Pro ert T e (County Use Code EBU Value Multiplier Non-Residential 1.00 Acre The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following table summarizes the Fiscal Year 2015/16 maximum allowable assessment rates for the District: Property Type Maximum Allowable Actual Total Total (County Use Code) Assessment Rate Assessment Units/Acres EBUs per EBU Rate per EBU Non-Residential $352.80 $352.80 2,910.83 2,910.83 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Landscape Maintenance District No.38—City of Rancho Cucamonga 15 Fiscal Year 2015/16 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 38—City of Rancho Cucamonga 16 Fiscal Year 2015/16 1 H coi CD N. C d D o m a 00 0 o rn x CO (D to Grove Av A _ a Carnelian St Vineyard Av rn A � Hellman Av N Hellman Av Archibald Av Archibald Av Hermosa Av Hermosa Av Haven Av Haven Av Milliken Av �._.._.._.._.J Milliken Av i 1 Rochester Av I Rochester Av ............. Day Creek BI Vl a Etiwanda Av Etiv;anda Av i 3 N East Av D o a \-,M-03 9CI).Z) r N � cn Z7 1 CO Q Cherry Av o . (D i w U _ I O 7 a r D w r P (p /� N N Landscape Maintenance District No. 3B—City of Rancho Cucamonga 17 Fiscal Year 2015/16 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 maximum and actual assessments for the District: Maximum Maximum Property Type Allowable Total Total Allowable (County Use Code) Assessment Rate Units/Acres EBUs Assessment per EBU Non-Residential $352.80 2,910.83 2,910.83 $1,026,940.82 *"Actual Assessment Rate per EBU" is the same as "Maximum Allowable Assessment Rate Per EBU". A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following Annexations are effective for the 2015/16 Fiscal Year. APN Annexation Project Name Total Total Property Type Date Units/Acres EBUS 0229-262-01, 05/21/14 DRC2008- 5.53 5.53 Non-Residential 31 00185 0229-131-04, 05/21/14 PM 19448 74.75 74.75 Non-Residential 17 & 25 0229-171-01 11/19/14 DRC2012- 4.77 4.77 Non-Residential 00878 Landscape Maintenance District No. 3B—City of Rancho Cucamonga 18 Fiscal Year 2015/16 Annual Engineer's Report Fiscal Year 2015/2016 City of Rancho Cucamonga Landscape Maintenance District No. 4-13 (Terra Vista Planned Community) CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 4-R (TERRA VISTA PLANNED COMMUNITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2741 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 5 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 10 District Budget Definitions of Budget Items Method of Assessment 13 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 17 Assessment Roll 19 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July 15, 2015 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 4-R (Terra Vista Planned Community) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $ 2,823,880.00 Plus Anticipated Delinquencies 19,460.00 Total Estimated Revenue $ 2,843,340.00 Plus Use of Operating Reserve Fund 14,150.00 Total Expenditure Budget $ 2,857,490.00 Total District EBU Count 6,917.72 Actual Assessment per EBU $ 408.21 Maximum Allowable Assessment per EBU $ 408.21 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 1 Fiscal Year 2015/16 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. OFES& 9` yQ��PNOREWsrFFyy � No.C053672�' Exp.6 30• I rlq CML OFGA Mark A. Steuer, Director of Engineering Services/City Engineer Landscape Maintenance District No.4-11—City of Rancho Cucamonga 2 Fiscal Year 2015/16 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting of landscape or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 3 Fiscal Year 2015/16 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, o opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason.for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 4 Fiscal Year 2015/16 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as that area located north of Foothill Boulevard, west of Rochester Avenue, east of Haven Avenue, south of Base Line Road and includes the northeast corner of Base Line Road and Haven Avenue. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services The improvements are the maintenance and servicing of the paseos, parkways, median islands, street trees, parks, landscaped sites and appurtenant facilities that are throughout the Terra Vista Planned Community. These improvements are located within the street right-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines; ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Spruce Park, Mountain View Park, Ralph M. Lewis Park, Coyote Canyon Park, Milliken Park and West Greenway Park The street trees within the residential parkways and tree maintenance easements to be maintained by the District are on the following streets, located within the boundaries of the District: Amiata Dr Clarisa PI Danner Ct Bastia Ct Corsica Ct De Anza Dr Blackhorse Ct (Countryview to Milliken) Derby PI Brandywine PI Countryview Downing Ct Bunkerhill Dr (Mt. View to Palacio) Ellena Wy Cedarbrook PI Covington PI (s/o Terra Vista to Chesterton Dr Danbury Dr Fitzpatrick) Landscape Maintenance District No. 4-R—City of Rancho Cucamonga S Fiscal Year 2015/16 Emery PI Potomac Ct Terra Vista Pky Fitzpatrick Dr Radcliff PI (Church to Brandywine) Fulbourn Ct Regent Dr Wellington PI Hinton Ct Rockingham Ct Yorktown Ct Linaro Rd Saranza PI Meyers Dr Southhampton Ct The breakdown of maintained areas is as follows: Site # Descriptive Location TV-1 The Base Line median from Haven to the Deer Creek Channel. Ground Cover area: 16,613 square feet Turf area: 19,030 square feet Hardscape area: 10,630 square feet Due to the location of the improvements, an additional 2,769 square feet of ground cover area and 1,478 square feet of turf area of the median are maintained by the City; however that portion is not funded by the District and instead funded by the City's General Fund. TV-2 The Base Line median from Spruce to the Deer Creek Channel. Ground Cover area: 13,504 square feet Turf area: 16,109 square feet Hardscape area: 12,575 square feet Due to the location of the improvements, an additional 2,749 square feet of ground cover area and 1,598 square feet of turf area of the median are maintained by the City; however that portion is not funded by the District and instead funded by the City's General Fund. TV-3 The Base Line median from Spruce to Milliken. Ground Cover area: 8,418 square feet Turf area: 13,573 square feet Hardscape area: 16,567 square feet Due to the location of the improvements, an additional 5,247 square feet of ground cover area and 4,289 square feet of turf area of the median are maintained by the City; however that portion is not funded by the District and instead funded by the City's General Fund. TV-4 The south side of Base Line from 800 feet east of Spruce to Milliken. The cul-de-sac at the north end of Cascade. Ground Cover area: 9,278 square feet Turf Cover area: 12,659 square feet Hardscape area: 7,950 square feet TV-5 The north side of Terra Vista Parkway from Belpine to 112 feet west of Butterfield; Terra Vista Parkway median from Spruce to Milliken and the south side of Terra Vista Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 6 Fiscal Year 2015/16 Parkway from 164 feet west of Belpine to Belpine. Ground Cover area: 13,411 square feet Turf area: 6,555 square feet Hardscape area: 12,978 square feet TV-6 The north side of Terra Vista Parkway from Spruce to 175 feet north of countryside and Terra Vista Parkway median from Church to Spruce. Ground Cover area: 17,991 square feet Turf area: 11,413 square feet Hardscape area: 11,452 square feet TV-7 The north side of Church from the west side of Deer Creek Channel to Terra Vista Parkway. The west side of Terra Vista Parkway from Church to 175 feet north of Countryside. Ground Cover area: 9,924 square feet Turf area: 5,378 square feet Hardscape area: 6,426 square feet TV-8 The southeast corner of Church and Haven; the Church median from Haven to Terra Vista Parkway and the wash end on the Northwest corner of the Deer Creek Channel and Church. Ground Cover area: 26,876 square feet Hardscape area: 2,306 square feet Hardscape area: 2,788 square feet TV-9 The Church median from Terra Vista Parkway to Spruce Avenue. Ground Cover area: 7,829 square feet Hardscape area: 6,605 square feet TV-10 The east side of Valencia from Base Line to the pre-school; the south side of Augusta from Valencia to Meadow Lark and the west side of Summerfield from Valencia to Evergreen. Ground Cover area: 20,818 square feet Turf area: 18,634 square feet Hardscape area: 8,666 square feet TV-11 The paseo at Parkside and Clover from Parkside to the Deer Creek Channel. Ground Cover area: 2,795 square feet Hardscape area: 1,049 square feet TV-12 The east side of Haven from the pre-school to the Southern Pacific Railroad. Ground Cover area: 6,170 square feet Turf area: 2,091 square feet Hardscape area: 1,060 square feet Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 7 Fiscal Year 2015/16 TV-13 The east side of Spruce from Elm to Mountain View; the north and south sides of Norfolk from Spruce to Cardiff; the south side of Mountain View from Spruce to 290 feet east of Belvedere and the paseo from Spruce to Countryview. Ground Cover area: 8,459 square feet Turf area: 3,355 square feet Hardscape area: 8,886 square feet TV-14 The south side of Mountain View from 290 feet east of Belvedere to 590 feet east of Fairhaven; the paseo south of Mountain View between Belvedere and Fairhaven to Country View and from Countryview Drive to West Greenway Corridor. Ground Cover area: 19,030 square feet Turf area: 8,430 square feet Hardscape area: 9,262 square feet TV-15 The north side of Mountain View from 634 feet west of Biarritz to Milliken. Ground Cover area: 4,571 square feet Turf area: 4,738 square feet Hardscape area: 5,104 square feet TV-16 The west Greenway Corridor from the northeast corner of Elm and Spruce to West Greenway. Ground Cover area: 15,529 square feet Turf area: 20,884 square feet Hardscape area: 20,626 square feet TV-17 The west side of Milliken from 585 feet north of Mountain View to Mountain View. Ground Cover area: 5,835 square feet Turf area: 3,564 square feet Hardscape area: 2,340 square feet TV-18 The south side of Mountain View from approximately 250 feet west of Claridge to Terra Vista Parkway. The south side of Terra Vista Parkway from Mountain View to East Greenway Corridor. Terra Vista Parkway from Mountain View to East Greenway Corridor. Ground Cover area: 18,316 square feet Turf area: 5,944 square feet Hardscape area: 23,800 square feet TV-19 The Terra Vista Parkway median from Milliken to Mountain View. The north side of Terra Vista Parkway from 68 feet north of Addison to Mountain View. The west side of Mountain View from Grapevine to Terra Vista Parkway. Ground Cover area: 20,306 square feet Turf area: 3,886 square feet Hardscape area: 11,478 square feet Landscape Maintenance District No. 4-R-City of Rancho Cucamonga 8 Fiscal Year 2015/16 TV-20 The Church median from Milliken to 675 feet east of Milliken. Ground Cover area: 2,860 square feet Hardscape area: 2,112 square feet TV-21 The Church median from Milliken to Spruce. Ground Cover area: 16,811 square feet Turf area: 335 square feet Hardscape area: 14,880 square feet TV-22 The Milliken median from Mountain View to Foothill. Ground Cover area: 16,436 square feet Hardscape area: 16,267 square feet TV-23 The Milliken underpass from West Greenway Park to Milliken Park. Ground Cover area: 19,271 square feet Turf area: 22,139 square feet Hardscape area: 18,119 square feet TV-24 The east side of Haven from 145 feet south of Creekbridge to 600 feet north of Creekbridge; the north side of Creekbridge from Brookside to Haven and the paseo from Creekbridge and Brookside to the Deer Creek Channel. Ground Cover area: 5,851 square feet Turf area: 9,965 square feet Hardscape area: 4,351 square feet TV-25 The east side of Haven form 145 feet south of Creekbridge to 410 feet south of Creekbridge. Ground Cover area: 3,319 square feet Turf area: 1,677 square feet Hardscape area: 1,779 square feet TV-26 The paseo at Plymouth south of Essex from Plymouth to the Deer Creek Channel. Ground Cover area: 1,956 square feet Hardscape area: 2,385 square feet TV-27 The paseo from Terra Vista Parkway to Windsong and from W indsong to Plymouth. Ground Cover area: 2,270 square feet Turf area: 2,731 square feet Hardscape area: 3,332 square feet TV-28 The paseo on the north side of 7552 Hardy. Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 9 Fiscal Year 2015/16 Ground Cover area: 630 square feet Turf area: 733 square feet Hardscape area: 432 square feet TV-29 The East Greenway Corridor from Milliken Park to Terra Vista Parkway, including the turf area at the entrance to Tract 16157. Ground Cover area: 17,780 square feet Turf area: 52,403 square feet Hardscape area: 29,888 square feet TV-30 The Milliken Median from Mountain View to Base Line. Ground Cover area: 11,890.square feet Hardscape area: 10,260 square feet TV-31 The paseo from Elm to West Greenway Park. Ground Cover area: 4,770 square feet Hardscape area: 8,900 square feet TV-32 The Greenwich paseo from Greenwich to Muirfield. Ground Cover area: 1,323 square feet Hardscape area: 1,456 square feet TV-33 The south side of Mountain View from 430 feet west of Country View to Country View. Ground Cover area: 3,434 square feet Turf area: 1,853 square feet Hardscape area: 1,720 square feet TV-34 The south side of Terra Vista Parkway from 390 feet west of Belpine to Belpine. Ground Cover area: 1,342 square feet Turf area: 1,887 square feet Hardscape area: 1,612 square feet TV-35 The Trail Northeast of Ruth Musser School from Terra Vista Parkway to Spruce. Ground Cover area: 9,285 square feet Hardscape area: 5,148 square feet TV-36 The east side of Countryview Dr. from Corsica to Mountain View Drive. The south side of Mountain View Dr. from Countryview Dr. to Milliken. The west side of Milliken from Mountain View Dr. to the West Greenway Corridor. Ground Cover area: 9,141 square feet Turf area: 5,895 square feet Hardscape area: 6,058 square feet Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 10 Fiscal Year 2015/16 TV-37 The north side of Meyers from Emery Place to Elm. Ground Cover area: 5,860 square feet Turf area: 5,300 square feet Hardscape area: 1,283 square feet TV-38 The Church median from Rochester to Terra Vista Parkway median from Church to 853 feet north of Church. Ground Cover area: 8,510 square feet Hardscape area: 5,640 square feet TV-39 The north side of Mountain View form 250 feet east of Milliken to Milliken. The east side of Milliken from Mountain View to Terra Vista Parkway. Ground Cover area: 16,751 square feet Hardscape area: 15,716 square feet TV-40 The south side of Terra Vista Parkway from Milliken to Mountain View. Ground Cover area: 11,630 square feet Hardscape area: 19,738 square feet TV-41 The paseo east of Milliken from Terra Vista Parkway south to Mountain View. Ground Cover area: 4,081 square feet Hardscape area: 9,640 square feet TV-42 The north side of Mountain View from Terra Vista Parkway to 250 feet east of Milliken. Ground Cover area: 10,994 square feet Hardscape area: 14,777 square feet TV-43 Church median and parkway from Malaga to Terra Vista Parkway. Ground Cover area: 7,506 square feet Hardscape area: 3,955 square feet TV-44 The south side of Church from Terra Vista Parkway to Rochester. Ground Cover area: 10,400 square feet Hardscape area: 7,606 square feet TV-45 The west side of Rochester from Church to Malaga. Ground cover area: 20,693 square feet Hardscape area: 12,450 square feet TV-46 The north side of Malaga from Church to Rochester. Ground Cover area: 19,843 square feet Hardscape area: 18,000 square feet Landscape Maintenance District No. 4-13—City of Rancho Cucamonga 11 Fiscal Year 2015/16 TV-47 The east side of Terra Vista Parkway from Church to Brandywine. The paseo from Brandywine to Bunker Hill Drive. The east side of Radcliff from Bunker to Malaga. Ground Cover area: 17,838 square feet Hardscape area: 9,023 square feet TV-48 The Church median from 750 feet east of Milliken to Malaga Ave. Ground Cover area: 5,554 square feet Hardscape area: 9,698 square feet FH-1 The Foothill median from Spruce to Haven. Ground Cover area: 4,571 square feet The total square footage for the improvement is 9,141; however, due to the location of the improvement the other half is maintained by LMD 3B. FH-2 The Foothill median from Spruce to Haven. Ground Cover area: 7,940 square feet The total square footage for the improvement is 15,879; however, due to the location of the improvement the other half is maintained by LMD 3B. FH-5 The Foothill median from 360 feet west of Masi Dr to 516 feet west of Masi Dr. Ground Cover area: 800 square feet The total square footage for the improvement is 1,600; however, due to the location of the improvement the other half is maintained by LMD 3B. FH-6 The Foothill median form Masi Plaza to Rochester. Ground Cover area: 800 square feet The total square footage for the improvement is 1,600; however, due to the location of the improvement the other half is maintained by LMD 3B. H-5 The Haven median form Foothill to Church. Ground Cover area: 11,502 square feet 3/25/13: Converted 10,572 sq ft of turf to ground cover effective 4/1/13. Area listed is the 50% maintained by LMD 4R. An equal amount is maintained by LMD 3B. H-6 Haven median form Church to Baseline. Ground Cover area: 9,615 square feet 3/25/13: Converted 8,708 sq. ft. of turf to ground cover effective 4/1/13. Area listed is the 50% maintained by LMD 4R. An equal amount is maintained by the General Fund. H-7 The Haven median from Baseline to Southern Pacific railroad tracks. Ground Cover area: 3,130 square feet 3/25/13: Converted 3,992 sq. ft. of turf to ground cover effective 4/1/13. Removed 3,692 sq. ft. of ground cover for turn pocket expansion. Area listed is the 50% Landscape Maintenance District No. 4-11—City of Rancho Cucamonga 12 Fiscal Year 2015/16 maintained by LMD 4R. An equal amount is maintained by the General Fund. VG-14 The Baseline median from Milliken to Ellena East. The turf and ground cover on the north side of Baseline from Ellena East to Ellena West. The turf and ground cover on the east side of Ellena West from Baseline and following the curb line to Kenyon. The north side of Ellena West from Kenyon to Casoli. The turf and ground cover on both sides of Casoli from Ellena West to Candela. The turf and ground cover on both sides of Crema Place from Ellena west to Candela. Ground Cover area: 9,169 square feet The total square footage for the Ground Cover improvements are 80,287, 62,999 square feet for Turf and 44,826 square feet for Hardscape; however, due to the location of the improvements, LMD 4-R maintains only the south side of the Base Line median from Milliken to Ellena East and the rest is maintained by LMD 2. VG-15 The turf and ground cover on the west side of Rochester from the Southern Pacific Railroad to Baseline. The turf and ground cover on the north side of Baseline from Rochester to Ellena East. The Baseline Median from Rochester to Ellena East. The turf and ground cover on the east side of Ellena east from Baseline and continuing along that curb line to 275 feet north of Berra Road. The turf and ground cover on both sides of Berra from Ellena East to Comiso. Ground Cover area: 3,960 square feet The total square footage for the Ground Cover improvements are 58,5887, 57,306 square feet for Turf and 36,014 square feet for Hardscape; however, due to the location of the improvements, LMD 4-R maintains only the south side of the Base Line median from Rochester to Ellena East and the rest is maintained by LMD 2. Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 4-R-City of Rancho Cucamonga 13 Fiscal Year 2015/16 Landscape Maintenance District No. 4-R 0 wATERMETER Improvement Map v WCIFICOECTRI PACIFIC ELECTRIC TRAR O N12 IRRIGATION LINE -Pak NS OLMD4 0M7 \oTV10 L —MAJOR STREET Nit FREE~ wok CELS BASE LINE RD ¢ vG140 vG15 Z" 13 w N/ N2 Tv30 W4 Y J_ rv32 0' 0 TV30 rvs nen O N34 N40 O N23 N19 u `\ 0TV26 NN41 6 COYOTE CANYON PARK O U N25 ` N15 N39 �A 'AL N35 N42 C TV270 N13rW28 N14 TV17 MOUNTAIN VIEW PARK G O N330 � o- TV29 w Y TV70 W36 W U Z 0N8 0N38 U SPRUCE AVENUE PARK N23 N44 WEST GREENWAY PARK' p O Nib N37 Q N47 Z U W lT' L Q N9 Nd5 2 Q N '1'.e mepa dan eM g<ogr,pM1z inbrmelwn 19mormxpn' U na.abb6yana,20lM1a CpydRen[AO CUfxnonga Nd$ N66 C e ......<tl ae a publ[ieavw[e of gmerN inlwma4on A i1,Caryof I.I..d ummonge m T1.mi mp. ea N31 C l) w r......Pres.Malwn orOwnnlee ve WlFe[oMenl, (U w-1 a<qumn.a[wwry[omplelenees o�hn,Mneesaany j a-' \ mloimawn pnvM.dloyw lnrxn ineunranougnol my a. N211UROHS 0N20 C ti p..e.Mirm,m..mr..yn,e.o,.e nerxnaw RALPH M.LEWIS PARK Ip yvanly enyana eN lnbfmalNn pneenlea h— e Q ne CllY of gan[M1OC u[emonpa a[plknyvne wlM1oul ameelron C N Wl1� anY I.lo,mJl<repuaenlawn<,nawernnlen,m[Lenq..a, XS wrna umN.empp.aw.,n.lm of mer<m.oLNrN M am.aamr.pamaYr pu.poaa Tn.cxr aR.nTp cuumpne. �- yIV nueaem loi In am,rimz,anx o amen«,x..m r mlwm,uon pronaea,ndmr(0 any anrenmm..vmr. h nm9 eu,b anYPeraona rt4,nn upon inr lnlr�riaer � � ndable M1erom C yuj FH1 FOOTHILL BL FH2 FH5 LL 0 0.125 0.25 0.5 0.7 1 FH60 Miles ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Payroll $ 616,180.00 Overtime Salaries 1,050.00 Part-time Salaries 32,280.00 Fringe Benefits 293.890.00 Subtotal Personnel $ 943,400.00 Operations and Maintenance Operations and Maintenance $ 93,650.00 Vehicle Operations and Maintenance 6,000.00 Emergency Equipment & Vehicle Rental 1,700.00 Equip Operations & Maint 3,750.00 Depreciation —Computer Equip 0.00 Contract Services 684,160.00 Tree Maintenance 71,400.00 Utilities Telephone Utilities 3,420.00 Water Utilities 445,910.00 Electric Utilities 32,930.00 Assessment Administration 22,990.00 General Overhead 179.300.00 Subtotal Operations and Maintenance $ 1,545,210.00 Capital Expenditures Capital Outlay— Equipment 0.00 Capital Outlay— Vehicles 0.00 Capital Outlay— Improvements Other Than Buildings 0.00 Capital Proiects $ 392.000.00 Subtotal Capital Expenditures $ 392,000.00 Total District Expenditure Budget $ 2,880,610.00 Total Estimated Assessment $ 2,823,880.00 Plus Anticipated Delinquencies 19.460.00 Total Estimated Revenues $ 2,843,340.00 Plus Use of Operating Reserve Fund 14,150.00 Total Expenditure Budget $ 2,857,490.00 Total Estimated Assessment $ 2,823,866.54 Total District EBU Count 6,917.72 Actual Assessment per EBU — Fiscal Year 2015/16 $ 408.21 Maximum Allowable Assessment per EBU — Fiscal Year 2015/16 $ 408.21 Landscape Maintenance District No. 4-13—City of Rancho Cucamonga 15 Fiscal Year 2015/16 The maximum allowable assessment per EBU listed in the District budget above, is the amount which was approved when the property owners on December 2, 2009, voted in favor of a Prop 218 assessment ballot increase with an allowable annual increase by the lesser of 3.5% or the percentage change in the year ending February preceding the start of the Fiscal Year of the Consumer Price Index for all Urban Consumers (CPI-U) and subsequent District annexations. Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance, available fund balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 3,138,184.00 Use of Operating Reserve Fund — Fiscal Year 2015/16 (37,270.00) Operating Reserve Contribution — Fiscal Year 2015/16 0.00 Estimated Fiscal Year Ending June 30, 2016 Reserve Fund Balance $ 3,124,034.00 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services Regular Salaries: This item includes the costs attributed to the salaries of all full-time employees dedicated to maintenance of the District improvements. Part Time Salaries: This item includes the costs attributed to the salaries of all part time employees dedicated to maintenance of the District improvements. Fringe Benefits: This item includes the benefits available to City employees: health care, vacation, sick time, and retirement fund. Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 16 Fiscal Year 2015/16 Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures: Capital Proiects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection: Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 17 Fiscal Year 2015/16 METHOD OF ASSESSMENT General Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement' (Sec. 22547). Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. General Benefit Section 4 of Article XIII D of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next "separate the general benefits from the special benefits conferred," and only the special benefits can be included in the amount of the assessments imposed. Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 18 Fiscal Year 2015/16 In this Assessment District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the District and include paseos, street trees, landscaped areas and appurtenant facilities that are located throughout the Caryn Planned Community and were installed to create a common landscape theme and neighborhood identity for parcels within the Caryn Planned Community. The improvements are situated within the public rights-of-way of the internal local street network within the Caryn Planned Community which provides ingress and egress for parcels within the District to access the City's system of arterial streets. City residents and traffic from parcels not within the District do not use the internal local street network or paseos except for the express purpose of accessing properties located within the District, and therefore do not benefit from the improvements. Only parcels which are within the Caryn Planned Community and proximate to the improvements and within the Assessment District are being assessed. Accordingly, there is a direct physical and visual nexus between each parcel being assessed and the improvements to be funded by the assessment that does not exist for parcels outside of the District boundary and that is particular and distinct from that shared by the public at large. Under these circumstances, all of the benefits conferred are direct and local in nature, and provide a benefit to only those parcels located within the boundaries of the District. Based upon this, it has determined that there is no quantifiable general benefit to the surrounding community and the public in general from the maintenance of the improvements within the boundaries of the District, and therefore no portion of the project costs should be attributed to general benefit. Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing beautification, shade and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 19 Fiscal Year 2015/16 derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. When the District was formed in 1984, Article XIII D and Proposition 218 had not yet been passed. Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus Implementation Act, new rules were put into place. Due to the changes in legal requirements, as property annexed to the District after the passage of the Assessment Law, the description of the method of assessment became more refined. On December 2, 2009 Proposition 218 assessment ballot increase was approved by the property owners in this district. Therefore, all parcels included in the District boundary, are being levied in accordance with Article XIII D and Proposition 218. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one Equivalent Benefit Unit (EBU). Every other land-use is converted to EBUs based on an assessment formula that equates to the property's specific development status, type of development (land-use), and size of the property, as compared to a single family home. The following table provides the weighting factors applied to various land- use types, as assigned by County use code, to determine each parcel's EBU assignment. Land-Use Equivalent Benefit Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential 1.00 Benefit Unit Condominium 0.80 Benefit Unit Multi-Family 0.70 Benefit Unit Commercial/Industrial 3.25 Acre Vacant incl. all undeveloped property) 0.25 Acre Schools 1 0.25 Acre The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following table reflects both the maximum allowable assessment and the actual assessment rates for each year since the formation of the district and the proposed assessment for Fiscal Year 2015/16 for the District: Fiscal Year Maximum Assessment per EBU Actual Assessment per EBU 2010/11 380.00 380.00 2011/12 388.64 380.00 2012/13 396.77 380.00 Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 20 Fiscal Year 2015/16 2013/14 405.60 380.00 2014/15 407.81 391.40 2015/16 408.21 408.21 Property Type Maximum Allowable Actual Assessment Total Total (County Use Code) Assessment Rate Rate per EBU Units/Acres EBUs per EBU Single Family Residential $408.21 $408.21 2,652.00 2,652.00 Condominium $408.21 $408.21 1,395.00 1,116.00 Multi-Family $408.21 $408.21 3,641.00 2,548.70 Commercial/Industrial $408.21 $408.21 176.28 572.91 Vacant $408.21 $408.21 77.06 19.26 Schools $408.21 $408.21 35.41 8.85 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Cost of Living Inflator Each fiscal year beginning Fiscal Year 2010/11, the maximum allowable assessment amount may be increased by the lesser of 3.5% or the percentage change in the year ending February preceding the start of the Fiscal Year of the Consumer Price Index for all Urban Consumers (CPI-U), for the Los Angeles-Riverside-Orange County area. If for any reason the percentage change is negative the maximum allowable assessment would not be decreased by reason of such negative percentage change and would remain at the amount as computed on the previous fiscal year regardless of any CPI adjustment. The annual assessment cannot exceed the actual costs to operate the District in any given year. If operating costs are such that the maximum assessment amount is not needed, the City would levy only what is needed for that year. The actual assessment rate for Fiscal Year 2015/16 will increase from $391.40 to $408.21 per single-family residence, a rate increase of 4.29% as compared to Fiscal Year 2014/15. Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 21 Fiscal Year 2015/16 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 22 Fiscal Year 2015/16 M a a Q > > Landscape Maintenance District 4R " a a r'� E s E m s o a i Hillside Rd Wilson Av L (> Banyan St i m � c 19th St u u o L Base Line Rd Base Line Rd r y � Q o L l.1 V � Foothill BI i Foothill BI v 0 Arrow Rt Arrow Rt Z 8th St r Legend �v _ 0 m6th S N j City limits (7 w LM D4-R > 4th Si 4th St o" "^ am 0 d O n E o > Y w c v " r E a _... ... .. ... .....�,_ w 1 0.5 0 1 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 actual assessment for the District: Actual Actual Property Type Assessment Rate Total Total Allowable (County Use Codeper EBU Units/Acres EBUs Assessment Single Family Residential $408.21 2,652.00 2,652.00 $1,082,572.92 Condominium $408.21 1,395.00 1,116.00 $455,562.36 Multi-Family $408.21 3,641.00 2,548.70 $1,040,404.82 Commercial/Industrial $408.21 176.28 572.91 $233,867.59 Vacant $408.21 1 77.06 19.26 $7,866.20 School $408.21 35.41 8.85 $3,612.65 TOTALS 1 7,976.75 6,917.72 $2,823,866.54 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no annexations effective for the 2015/16 Fiscal Year. Landscape Maintenance District No. 4-R—City of Rancho Cucamonga 24 Fiscal Year 2015/16 Annual Engineer's Report Fiscal Year 2015/2016 City of Rancho Cucamonga Landscape Maintenance District No. 5 (Andover) CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 5 (ANDOVER) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2741 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 5 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 7 District Budget Definitions of Budget Items Method of Assessment 10 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 13 Assessment Roll 15 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July 15, 2015, the City Council of Rancho Cucamonga, under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 5 (Andover) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $ 2,460.00 Plus Anticipated Delinquencies 780.00 Total Estimated Revenue $ 3,240.00 Plus Use of Operating Reserve Fund 8,680.00 Total Expenditure Budget $ 11,920.00 Total District EBU Count 44.00 Actual Assessment per EBU $ 56.65 Maximum Allowable Assessment per EBU $ 113.29 In making the assessments contained herein pursuant to the 1972 Act: 1. 1 have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. Landscape Maintenance District No. 5—City of Rancho Cucamonga 1 Fiscal Year 2015/16 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. 1, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. QR04ESsla h�QXN REWsjF co d No.C03672 CNI� ,AUFOQ Mark A. Steuer, Director of Engineering Services/City Engineer Landscape Maintenance District No. 5—City of Rancho Cucamonga 2 Fiscal Year 2015/16 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of water for the irrigation of landscaping, the furnishing of electricity, gas or other illuminating energy for the lighting of landscaping or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Landscape Maintenance District No. 5—City of Rancho Cucamonga 3 Fiscal Year 2015/16 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, o opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Landscape Maintenance District No. s—City of Rancho Cucamonga 4 Fiscal Year 2015/16 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as that area of the City bounded by Hermosa Avenue on the west, 26"' Avenue on the south, the parcels north of and along Bedford Drive and the parcels west of and along Andover Place. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services These improvements are located within the street right-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Andover Tot Lot. Site # Descriptive Location 1-1-5 The Andover playground on the southwest corner of Andover and Bedford. Ground Cover area: 1,506 square feet Turf area: 1,070 square feet Hardscape area: 640 square feet Andover and landscaping are maintained by the City's Park Maintenance Crews. Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 5—City of Rancho Cucamonga 5 Fiscal Year 2015/16 �1 Landscape Maintenance District No. 5 N tr c Improvement Map RANCHO CUCAMONGA CO C O 01-1.5 E a ¢ u o s z � c w O S � O T Y_ U 6 Z 0 WATER METER N L IRRIGATION PUMP 'o v Pacific Electric Trail IRRIGATION LINE v �° PARKS m.Cfr a,a.n[ne CV[.mOM�mY r.ner meMr.�. C O LMDS 41 MAJOR STREET � — .M.ra n,.4n.nn c U 0 50 100 200 300 400 FREEWAY Feet LL PARCELS ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Payroll $ 1,770.00 Part-time Salaries 0.00 Fringe Benefits 830.00 Subtotal Personnel $ 2,600.00 Operations and Maintenance Operations and Maintenance $ 1,400.00 Vehicle Operations and Maintenance 70.00 Contract Services 6,390.00 Utilities Water Utilities 710.00 Electric Utilities 420.00 Assessment Administration 220.00 General Overhead 110.00 Subtotal Operations and Maintenance $ 9,320.00 Capital Expenditures Capital Outlay— Improvements Other Than Buildings $ 0.00 Subtotal Capital Expenditures $ 0.00 Total District Expenditure Budget $ 11,920.00 Total Estimated Assessment $ 2,460.00 Plus Anticipated Delinquency 780.00 Total Estimated Revenues $ 3,240.00 Plus Use of Operating Reserve Fund 8,680.00 Total Expenditure Budget $ 11,920.00 Total Estimated Assessment $ 2,492.60 Total District EBU Count 44.00 Actual Assessment per EBU — Fiscal Year 2015/16 $ 56.65 Maximum Allowable Assessment per EBU — Fiscal Year 2015/16 $ 113.29 The maximum allowable assessment per EBU listed in the District budget above, is the amount which was approved in 1996/97 and subsequent District annexations. Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual Landscape Maintenance District No. 5—City of Rancho Cucamonga 7 Fiscal Year 2015/16 assessment per EBU will be based on the estimated costs of maintenance, available fund balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 30,948.00 Use of Operating Reserve Fund — Fiscal Year 2015/16 (8,680.00) Operating Reserve Contribution — Fiscal Year 2015/16 0.00 Estimated Fiscal Year Ending June 30, 2016 Reserve Fund Balance $ 22,268.00 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services Regular Salaries: This item includes the costs attributed to the salaries of all full-time employees dedicated to maintenance of the District improvements. Part Time Salaries: This item includes the costs attributed to the salaries of all part time employees dedicated to maintenance of the District improvements. Fringe Benefits: This item includes the benefits available to City employees: health care, vacation, sick time, and retirement fund. Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Landscape Maintenance District No. 5—City of Rancho Cucamonga 8 Fiscal Year 2015/16 Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures: Capital Projects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection: Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Landscape Maintenance District No. 5—City of Rancho Cucamonga 9 Fiscal Year 2015/16 METHOD OF ASSESSMENT General Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement' (Sec. 22547). Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. General Benefit Section 4 of Article XIII D of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next "separate the general benefits from the special benefits conferred," and only the special benefits can be included in the amount of the assessments imposed. Landscape Maintenance District No. 5—City of Rancho Cucamonga 10 Fiscal Year 2015/16 In this Assessment District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the District and include paseos, street trees, landscaped areas and appurtenant facilities that are located throughout the Caryn Planned Community and were installed to create a common landscape . theme and neighborhood identity for parcels within the Caryn Planned Community. The improvements are situated within the public rights-of-way of the internal local street network within the Caryn Planned Community which provides ingress and egress for parcels within the District to access the City's system of arterial streets. City residents and traffic from parcels not within the District do not use the internal local street network or paseos except for the express purpose of accessing properties located within the District, and therefore do not benefit from the improvements. Only parcels which are within the Caryn Planned Community and proximate to the improvements and within the Assessment District are being assessed. Accordingly, there is a direct physical and visual nexus between each parcel being assessed and the improvements to be funded by the assessment that does not exist for parcels outside of the District boundary and that is particular and distinct from that shared by the public at large. Under these circumstances, all of the benefits conferred are direct and local in nature, and provide a benefit to only those parcels located within the boundaries of the District. Based upon this, it has determined that there is no quantifiable general benefit to the surrounding community and the public in general from the maintenance of the improvements within the boundaries of the District, and therefore no portion of the project costs should be attributed to general benefit. Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing beautification, shade and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit Landscape Maintenance District No. 5—City of Rancho Cucamonga 11 Fiscal Year 2015/16 derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. When the District was formed in 1984, Article XIII D and Proposition 218 had not yet been passed. Upon the passage of Article XIII D and the subsequent passage of the Proposition Omnibus Implementation Act, new rules were put into place. Due to the changes in legal requirements, as property annexed to the District after the passage of the Assessment Law, the description of the method of assessment became more refined. On December 2, 2009 Proposition 218 assessment ballot increase was approved by the property owners in this district. Therefore, all parcels included in the District boundary, are being levied in accordance with Article XIII D and Proposition 218. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one Equivalent Benefit Unit (EBU). Every other land-use is converted to EBUs based on an assessment formula that equates to the property's specific development status, type of development (land-use), and size of the property, as compared to a single family home. The following table provides the weighting factors applied to various land- use types, as assigned by County use code, to determine each parcel's EBU assignment. Land-Use Equivalent Dwell in Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential 1.00 Dwelling Unit The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel.number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following table summarizes the Fiscal Year 2015/16 maximum allowable assessment rates for the District: Property Type Maximum Allowable Actual Assessment Total Total (County Use Code) Assessment Rate Rate per EBU Units/Acres EBUs per EBU Single Family Residential $113.29 $56.65 1 44 44 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Landscape Maintenance District No. 5—City of RanchoCucamonga 12 Fiscal Year 2015/16 The Fiscal Year 2015/16 actual assessment rate will remain at $56.65 per Single Family Residence. The City has reserve funds that are more than sufficient to cover an estimated six months' worth of maintenance and servicing costs for the District. When there are excess funds in the District's reserve account, the excess can be used to lower the annual levy to property owners within the District. The City will continue to annually review the estimated costs and expenses for the District as well as reserve fund levels, in order to determine if future levies can be reduced as well. Landscape Maintenance District No. 5—City of Rancho Cucamonga 13 Fiscal Year 2015/16 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 5—City of Rancho Cucamonga 14 Fiscal Year 2015/16 U3 N. y � (D D o 03A - 313tE4Ef+ ' m a 9�-si.l fit o0 0 �' f •.�"_'._..'"L.._.._ a {{ Grove AV Carnelian St Vineyard AVEFi m 1 rn d i Hellman AV 1 i Hellman AV ! r Archibald AV 1 i ; Archibald AV i I Hermosa Avil i Hermosa AV 0 i 1 Haven AV! Haven AV Milliken AV i �._.._.._.._.J Milliken AV I i Rochester Avi ! r Rochester AV e Day Creek Bl Q n Etiwanda AV _ _ Etiwanda AV i <n East AV:_._.._.._.._ ...�� n - E 0 o w m S I r.� o IT r N IT ! � U Cherry AV ' o � 4 n N P* N 011 Landscape Maintenance District No. 5—City of Rancho Cucamonga 15 Fiscal Year 2015/16 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 maximum and actual assessments for the District: Maximum Allowable Maximum Property Type Assessment Rate TotalTotal Allowable (County Use Code per EBU Units/Acres EBUs Assessment Single Family Residential $113.29 44 44 $4,984.76 Actual Property Type Assessment Rate Total Total Actual (County Use Code) per E Units/Acres EBUs Assessment Single Family Residential $56.65 44 44 $2,492.60 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no Annexations effective for the 2015/16 Fiscal Year. Landscape Maintenance District No. 5 —City of Rancho Cucamonga 16 Fiscal Year 2015/16 Annual Engineer's Report Fiscal Year 2015/2016 City of Rancho Cucamonga Landscape Maintenance District No. 6-13 (Caryn Planned Community) CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 6-R (CARYN PLANNED COMMUNITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2741 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 6 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 23 District Budget Definitions of Budget Items Method of Assessment 26 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 30 Assessment Roll 32 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July, 15, 2015, the City Council of Rancho Cucamonga, under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 6-R (Caryn Planned Community) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $470,610.00 Plus Anticipated Delinquencies 16.780.00 Total Estimated Revenue $487,390.00 Plus Use of Operating Reserve Fund 26,470.00 Total Expenditure Budget $513,860.00 Total District EBU Count 1,196.98 Actual Assessment per EBU $393.17 Maximum Allowable Assessment per EBU $393.17 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. Landscape Maintenance District No. 6-13—City of Rancho Cucamonga 1 Fiscal Year 2015/16 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. QQAOFESS/0,y9� 1�QpREWSj� Fye No.0059672 m EXP-6-3h 7 2F CML OF ChV- MarkA. euer, Director of Engineering Services/City Engineer Landscape Maintenance District No. 6-11—City of Rancho Cucamonga 2 Fiscal Year 2015/16 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting of landscape or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Landscape Maintenance District No. 6-R—City of Rancho Cucamonga 3 Fiscal Year 2015/16 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, o opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Landscape Maintenance District No. 6-R—City of Rancho Cucamonga 4 Fiscal Year 2015/16 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga. The boundaries of the District are generally described as that area located north of the 1-210 Freeway, south of Banyan Street, west of Rochester Avenue and east of Milliken Avenue, also known as the Caryn Planned Community. The boundaries also include Tract No. 13835 east of Rochester Avenue and Tracts No. 13748, 13857 & 13858 west of Milliken Avenue. Zone 1 is the area generally located west of Rochester Avenue and east of Milliken Avenue. Zone 2 is the area generally located east of Rochester Avenue and west of Milliken Avenue. Description of Improvements and Services The improvements maintained by the District include the paseos, community trails, trees, landscaped sites and appurtenant facilities that are throughout the Caryn Planned Community. These improvements are located within the street right-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Site # Descriptive Location CC-1 The southside of Banyan St from 1290 feet west of Milliken to Milliken. The west side of Milliken & median from Banyan St to 292 south of Vintage Dr. Ground Cover area: 96,892 square feet Turf area: 17,945 square feet Hardscape area: 13,944 square feet CC-3 The paseo on the west side of Morning PI form Morning PI to Deer Creek Channel. Ground Cover area: 2,801 square feet Turf area: 124 square feet Hardscape area: 4,609 square feet Landscape Maintenance District No. 6-R—City of Rancho Cucamonga 5 Fiscal Year 2015/16 CC-4 The west side of Morning PI, from Banyan St to Starview PI. The north side of Starview PI, from Morning PI to Star View Ct. Ground Cover area: 14,273 square feet Turf Cover area: 5,513 square feet Hardscape area: 5,000 square feet CC-5 Silver Sun paseo from the end of Silver Sun cul-de-sac to Deer Creek Channel. Ground Cover area: 25,890 square feet Turf area: 12,084 square feet Hardscape area: 1,350 square feet CC-6 The east and west side of Netherlands View Loop from Vintage Dr. to Vintage Dr. The Netherlands View loop paseo from Netherlands View Loop to Mt Sterling Ct. Ground Cover area: 88,902 square feet Turf area: 676 square feet Hardscape area: 23,650 square feet CC-7 The east and west side of Hillview Loop from Mt. Rainer Ct to Kettle Peak. Ground Cover area: 14,930 square feet Turf area: 6,318 square feet Hardscape area: 12,236 square feet CC-8 The paseo from Hillview Loop to Vintage Dr. Ground Cover area: 42,107 square feet Hardscape area: 22,752 square feet Hardscape area: 4,089 square feet CC-9 The south side of Vintage Dr. from 250 feet west of Hillview Loop to Hillview Loop. The west side of Hillview Loop from Vintage Dr. to Kettle Peak. The west side of Kettle Peak from Hillview Loop to Donner Pass Ct. The east side of Hillview Loop from Kettle Peak to Tioga Peak. Ground Cover area: 47,334 square feet Turf area: 4,954 square feet Hardscape area: 9,088 square feet CC-10 The east side of Terrace View Loop from Vintage Dr. to Butler Peak. The west side of Terrace View Loop from Rainbow Falls Ct. Vintage Dr. Ground Cover area: 24,603 square feet Hardscape area: 10,760 square feet CC-11 The paseo from Caryn School to Banyan St. The south side of Banyan St from the paseo to Rochester Ave. The east and west side of Mt. Baldy Ct from Banyan St to Sierra Crest View Loop. The north side of Sierra Crest View Loop from Hilltop Ct. to Woodland Ct. Landscape Maintenance District No. 6-R-City of Rancho Cucamonga 6 Fiscal Year 2015/16 Ground Cover area: 47,507 square feet Turf area: 7,810 square feet Hardscape area: 7,825 square feet CC-12 The Separation Paseo from Vintage Dr. to Pinnacle Peak. Ground Cover area: 50,325 square feet Turf area: 15,021 square feet Hardscape area: 7,675 square feet CC-13 The east side of Hillview Loop from Tioga Peak Ct to Vintage Dr. The south side of Vintage Dr. from Hillview Loop to Terrace View Loop. The north side of Vintage Dr. from Hillview Loop to Caryn School. The east side of Terrace View Loop from Vintage Dr. to Mt San Antonio Ct. Ground Cover area: 26,162 square feet Turf area: 4,508 square feet Hardscape area: 12,928 square feet CC-14 The east side of Sierra Crest View Loop from Mt. Waverly to Vintage Dr. The north side of Vintage Dr. from Sierra Crest View Loop to Sierra Crest View Loop. The east and west side of Sierra Crest View Loop from Vintage Dr. to Mt. Wilson Ct. The south side of Vintage Dr. from Netherlands View Loop to 330 feet west of Netherlands View Loop. Ground Cover area: 73,250 square feet Turf area: 16,525 square feet Hardscape area: 9,885 square feet CC-15 The south side of Sierra Crest View Loop from Mt. Waverly Ct. to Mt. Cambridge Ct. The north side of Sierra Crest View Loop from Mt. Cambridge Ct. to Woodland Ct. The north side of Sierra Crest View Loop from Hilltop Ct. to Caryn School. The Sierra Crest view Loop paseo from Sierra Crest View Loop to Mt. Sherman Ct. Ground Cover area: 70,990 square feet Turf area: 7,699 square feet Hardscape area: 20,055 square feet CC-16 The south side of Vintage Dr. from Netherlands View Loop to Rochester Ave. The north side of Vintage Dr. from Rochester Ave. to Sierra Crest View Loop. The east and west side of Sierra Crest View Loop from Mt. Wilson Ct. to Mt. Cambridge Ct. The Netherlands View Loop Paseo from Vintage Dr. to Mt. Sterling Ct. Ground Cover area: 77,202 square feet Turf area: 3,954 square feet Hardscape area: 18,195 square feet CC-17 The east side of Milliken Ave. from Vintage Dr. to Banyan St. Ground Cover area: 13,740 square feet Turf area: 9,088 square feet Landscape Maintenance District No. 6-R-City of Rancho Cucamonga 7 Fiscal Year 2015/16 Hardscape area: 6,460 square feet CC-18 The north side of Vintage Dr. from Milliken Ave. to Hillview Loop. The south side of Vintage Dr. from 104 feet west of Hillview Loop to Milliken Ave. Ground Cover area: 32,287 square feet Turf area: 3,889 square feet Hardscape area: 11,188 square feet CC-19 The Terrace View Loop paseo from Vintage Dr. to Terrace View Loop. Ground Cover area: 17,469 square feet Turf area: 15,617 square feet Hardscape area: 2,736 square feet CC-20 The east side of Terrace View Loop from Mt. San Antonio Ct. to EI Capitan Ct. The west side of Terrace View Loop from Butler Peak PI. to Mt. San Antonio Ct. Ground Cover area: 20,627 square feet Hardscape area: 20,017 square feet Hardscape area: 7,888 square feet CC-21 The west side of Rochester from Banyan to 317 feet south of Vintage Dr. Ground Cover area: 31,292 square feet CC-22 The south side of Vintage Dr. from Terrace View Loop to Sierra Crest View Loop. The east and west side of Hillview Loop from Vintage Dr. to Mt. Rainer Ct. Ground Cover area: 11,609 square feet Turf area: 3,763 square feet Hardscape area: 6,524 square feet CC-23 The south side of Banyan from Milliken to Butler Peak Pl. The west side of Butler Peak PI. from Banyan St. to Terrace View Loop. The north side of Terrace View Loop from Butler Peak Pl. to Rainbow Falls Ct. Ground Cover area: 12,132 square feet Hardscape area: 528 square feet CC-24 The north side of Terrace View Loop from EI Capitan Ct. to Butler Peak PI. The east side of Butler Peak PI. from Terrace View Loop to Banyan St. The south side of Banyan St. from Butler Peak PI. to 990 feet east of Butler Peak PI. Ground Cover area: 14,452 square feet Hardscape area: 1,600 square feet CC-26 The east side of Rochester from 210 freeway to Vintage Dr. The north and south side of Vintage from Rochester to Thunder Mountain Ct. The west side of Rochester from 317 feet south of Vintage Dr. to the 210 freeway. Ground Cover area: 35,037 square feet Landscape Maintenance District No. 6-R—City of Rancho Cucamonga 8 Fiscal Year 2015/16 Hardscape area: 19,779 square feet CC-27 The Milliken median and the west side of Milliken from 292 feet south of Vintage to 210 freeway. Ground Cover area: 13,365 square feet Hardscape area: 12,300 square feet CC-28 The east side of Milliken from Vintage to the 210 freeway right-of-way. Ground Cover area: 17,724 square feet Cobble area: 2,387 square feet Hardscape area: 8,197 square feet Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 6-R—City of Rancho Cucamonga 9 Fiscal Year 2015/16 Landscape Maintenance District No. 6R N Improvement Map BANYAN ST QCCCC23���JJJ��� CC24 CC110 CCa CC10 OCC1CC10 cC15 I/ )( CC3 CC190 0CC20 (/ 1 CC10 - NT LC13cM ENTA R Y i m 1� 0 C2 CC14 )� 0 CC130 1 E CC18 Q�CC21 !!! 0 _� ccs ( w 0 � ccz Z O""'coCC7 CC121 `�_� c CC270 Y ` I 0 a 2 W1 aaeea wei CC5X210 OFRP U ear 1`2,101 ONRP 1210 FW � 210 FW 16 I'2.10'OFRP 210`ONRP HIGH LAN D AV ° Z Y U uh N O WATER METER The maps.data and geographic information('Information] C available by and through the City of Rancho Cucamonga IRRIGATION PUMP m are presented as a public resource of general aifonmation. C The City of Rancho Cucamonga makes nor implies no ••• PE TRAIL +' \ C N warant,representation or guarantee esto the content, ._ sequence,accu racy completen ass or bmeliness of any IRRIGATION LINE fO 0 Information provided to you herein.The user should not rely N upon the Information forany reason and ms directed to of SCHOOL independently verify any and all Inicrmabon preserh ad herein. d N The City of Rancho Cucamonga explicitly and without limitation m w dsclaims any and all representations and warrantees,indutling, Q LMD 6un — but not limited to,Ne implied warranties of merchantability and U fitness for a particular purpose.The City of Rancho Cucamonga ^ PARCELS tCo uh shall neither accept nor assume any luita ity,regardless ofthe 0 0.050. 1 0.2 0.3 0.4 J L� causation for(p any erors.omissions or inaccuracies in MAJOR STREET any information provided and/or(ii)any action or inaction Miles occurring due to any persons reliance upon the Information available herein 1 -7 FREEWAY ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Payroll $ 11,950.00 Part-time Salaries 0.00 Fringe Benefits 5,480.00 Subtotal Personnel $ 17,430.00 Operations and Maintenance Operations and Maintenance $ 16,360.00 Emergency Equipment & Vehicle Rental 200.00 Contract Services 229,690.00 Tree Maintenance 35,700.00 Utilities Water Utilities 175,970.00 Electric Utilities 8,730.00 Assessment Administration 7,020.00 General Overhead 23,840.00 Subtotal Operations and Maintenance $ 497,510.00 Capital Expenditures Capital Projects $ 0.00 Subtotal Capital Expenditures $ 0.00 Total District Expenditure Budget $ 514,940.00 Total Estimated Assessment $ 470,610.00 Plus Anticipated Delinquencies 16,780.00 Total Estimated Revenues $ 487,390.00 Plus Use of Operating Reserve Fund 26.470.00 Total Expenditure Budget $ 513,860.00 Total Estimated Assessment $ 470,616.61 Total District EBU Count 1,196.98 Actual Assessment per EBU — Fiscal Year 2015/16 $ 393.17 Maximum Allowable Assessment per EBU — Fiscal Year 2015/16 1 $ 393.17 The maximum allowable assessment per EBU listed in the District budget above, is the amount which was approved when the property owners on December 2, 2009, voted in favor of a Prop 218 assessment ballot increase with an allowable annual increase by the lesser of 3.0% or the Landscape Maintenance District No. 6-R—City of Rancho Cucamonga 11 Fiscal Year 2015/16 percentage change in the year ending February preceding the start of the Fiscal Year of the Consumer Price Index for all Urban Consumers (CPI-U) and subsequent District annexations. Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance, available fund balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 174,068.00 Use of Operating Reserve Fund — Fiscal Year 2015/16 (26,470.00) Operating Reserve Contribution — Fiscal Year 2015/16 0.00 Estimated Fiscal Year Ending June 30, 2016 Reserve Fund Balance $ 147,598.00 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services Regular Salaries: This item includes the costs attributed to the salaries of all full-time employees dedicated to maintenance of the District improvements. Part Time Salaries: This item includes the costs attributed to the salaries of all part time employees dedicated to maintenance of the District improvements. Fringe Benefits: This item includes the benefits available to City employees: health care, vacation, sick time, and retirement fund. Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Landscape Maintenance District No. 6-R—City of Rancho Cucamonga 12 Fiscal Year 2015/16 Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures: Capital Projects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection: Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Landscape Maintenance District No. 6-R—City of Rancho Cucamonga 13 Fiscal Year 2015/16 METHOD OF ASSESSMENT General Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement" (Sec. 22547). Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. General Benefit Section 4 of Article XIII D of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next "separate the general benefits from the special benefits conferred," and only the special benefits can be included in the amount of the assessments imposed. Landscape Maintenance District No. 6-R-City of Rancho Cucamonga 14 Fiscal Year 2015/16 In this Assessment District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the District and include paseos, street trees, landscaped areas and appurtenant facilities that are located throughout the Caryn Planned Community and were installed to create a common landscape theme and neighborhood identity for parcels within the Caryn Planned Community. The improvements are situated within the public rights-of-way of the internal local street network within the Caryn Planned Community which provides ingress and egress for parcels within the District to access the City's system of arterial streets. City residents and traffic from parcels not within the District do not use the internal local street network or paseos except for the express purpose of accessing properties located within the District, and therefore do not benefit from the improvements. Only parcels which are within the Caryn Planned Community and proximate to the improvements and within the Assessment District are being assessed. Accordingly, there is a direct physical and visual nexus between each parcel being assessed and the improvements to be funded by the assessment that does not exist for parcels outside of the District boundary and that is particular and distinct from that shared by the public at large. Under these circumstances, all of the benefits conferred are direct and local in nature, and provide a benefit to only those parcels located within the boundaries of the District. Based upon this, it has determined that there is no quantifiable general benefit to the surrounding community and the public in general from the maintenance of the improvements within the boundaries of the District, and therefore no portion of the project costs should be attributed to general benefit. Si3ecial Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing beautification, shade and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit Landscape Maintenance District No. 6-R—City of Rancho Cucamonga 15 Fiscal Year 2015/16 derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one Equivalent Dwelling Unit (EBU). Every other land-use is converted to EBUs based on an assessment formula that equates to the property's specific development status, type of development (land-use), and size of the property, as compared to a single family home. Vacant parcels are assigned an EBU value of 0.25 EBU's per acre because they receive a lesser benefit from the improvements until such time as development occurs. Publicly owned school parcels are also assigned an EBU value of 0.25 EBU's per acre in recognition of the limited benefit they receive from the improvements which are provided for the use and benefit of the residential units within the District, and the benefit conferred upon other parcels within the District by the open space and landscaping maintained by the School District on their parcels which might be used by properties within the District under joint use agreements between the School District and the City. There are two benefit zones within the District: Zone 1 and Zone 2. Parcels in Zone 2 are assigned 0.75 EBU per dwelling unit due to the reduction in special benefit they receive as a result of their location relative to the majority of the improvements maintained by the District. Zone 2 parcels are on the far east and west side of the District. Therefore, parcels within Zone 2 do not receive the same special benefit from the improvements due to their proximity, as parcels within Zone 1 which are assigned 1.00 EBU per dwelling unit and are generally located adjacent to or in close proximity to the improvements. The following table provides the weighting factors applied to various land-use types, as assigned by County use code, to determine each parcel's EBU assignment. Land-Use E uivalent Dwelling Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential — Zone 1 1.00 Dwelling Unit Single Family Residential — Zone 2 0.75 Dwelling Unit School 0.25 Acre or portion thereof Vacant 0.25 Acre or portion thereof The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following table summarizes the Fiscal Year 2015/16 maximum allowable assessment rates for the District: Landscape Maintenance District No. 6-11—City of Rancho Cucamonga 16 Fiscal Year 2015/16 Fiscal Year Maximum Assessment per EBU Actual Assessment per EBU 2010/11 366.00 246.97 2011/12 374.32 366.00 2012/13 382.15 373.66 2013/14 390.65 381.96 2014/15 392.78 389.96 2015/16 1 393.17 1 393.17 Maximum Actual Property Type Allowable Total Total (County Use Code) Assessment Assessment Rate Units/Acres EBUs Rate per EBU per EBU Single Family Residential - Zone 1 $393.17 $393.17 963.00 963.00 Single Family Residential - Zone 2 $393.17 $393.17 310.00 232.50 School $393.17 $393.17 5.35 1.34 Vacant $393.17 1 $393.17 1 0.54 1 0.14 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Cost of Living Inflator Each fiscal year beginning Fiscal Year 2010/11, the maximum allowable assessment amount may be increased by the lesser of 3.0% or the percentage change in the year ending February preceding the start of the Fiscal Year of the Consumer Price Index for all Urban Consumers (CPI-U), for the Los Angeles-Riverside-Orange County area. If for any reason the percentage change is negative the maximum allowable assessment would not be decreased by reason of such negative percentage change and would remain at the amount as computed on the previous fiscal year regardless of any CPI adjustment. The annual assessment cannot exceed the actual costs to operate the District in any given year. If operating costs are such that the maximum assessment amount is not needed, the City would levy only what is needed for that year. The actual assessment rate for Fiscal Year 2015/16 will increase from $389.96 to $393.17 per single-family residence Zone 1 and from $292.47 to $294.87 per single family residence Zone 2, a CPI increase of 0.82% as compared to Fiscal Year 2014/15. Landscape Maintenance District No. 6-11-City of Rancho Cucamonga 17 Fiscal Year 2015/16 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 6-13—City of Rancho Cucamonga 18 Fiscal Year 2015/16 � a 9�� 1Fjs� D o � a } '. o N U) Grove Av CL Carnelian St Vineyard Av 1 s r'J I Hellman Av ` Hellman Av 1 Archibald Av 1 Archibald Av Hermosa Av Hermosa Av t Haven Av t ' Haven Av 1 i Milliken Av .,.._.._.._i Milliken Av i r •� sv Rochester Av Rochester Av Q y Da Creek BII n 1 ! Q Etiwanda Av Et Wanda Avj �Q East Av! ! �• - a cu A W W r �i o m r m N WWW C) �J (Q a _•, o ® N N N n Cherry Av Q 0 o N o 0 �.. o o < (n N _r ID 3 co T N' N Landscape Maintenance District No. 6-11—City of Rancho Cucamonga 19 Fiscal Year 2015/16 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 actual assessment for the District: Actual Actual Property Type Assessment Rate Total Total Assessment (County Use Code) per EBU Units/Acres EBUs Single Family Residential $393.17 963.00 963.00 $378,622.71 —Zone 1 Single Family Residential $393.17 310.00 232.50 $91,412.02 — Zone 2 School $393.17 5.35 1.34 $526.84 Vacant $393.17 0.54 0.14 $55.04 TOTALS $393.17 1,278.89 1,196.973 $470,616.61 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no annexations for the 2015/16 Fiscal Year. Landscape Maintenance District No. 6-11—City of Rancho Cucamonga 20 Fiscal Year 2015/16 Annual Engineer's Report Fiscal Year 2015/2016 City of Rancho Cucamonga Landscape Maintenance District No. 7 (North Etiwanda) CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 7 (NORTH ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2741 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 5 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 12 District Budget Definitions of Budget Items Method of Assessment 15 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 18 Assessment Roll 20 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July 15, 2015 the City Council of Rancho Cucamonga, under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 7 (North Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $ 911,630.00 Plus Anticipated Delinquencies 33,370.00 Plus Transfer In-Fund 868 50.000.00 Total Estimated Revenue $ 995,000.00 Plus Use of Operating Reserve Fund 2.260.00 Total Expenditure Budget $ 997,260.00 Total District EBU Count 2,969.00 Actual Assessment per EBU $ 307.05 Maximum Allowable Assessment per EBU $ 307.05 In making the assessments contained herein pursuant to the 1972 Act: 1. 1 have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said Landscape Maintenance District No. 7—City of Rancho Cucamonga 1 Fiscal Year 2015/16 parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. Qi3FESSlO DREWg Fyc No.co53872 CA% SOF CAUFOQ Mark A. Steuer, Director of Engineering Services/City Engineer Landscape Maintenance District No. 7—City of Rancho Cucamonga 2 Fiscal Year 2015/16 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting of landscape or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Landscape Maintenance District No. 7—City of Rancho Cucamonga 3 Fiscal Year 2015/16 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, o opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Landscape Maintenance District No. 7—City of Rancho Cucamonga 4 Fiscal Year 2015/16 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as that area of the City known as North Etiwanda, which is generally bounded by the 210 Freeway on the south, 1-15 Freeway on the west, and City limits on the north. Typically, parcels have been annexed to the District as they have been developed. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services The improvements are the maintenance and servicing of the paseos, parkways, median islands, street trees, parks, landscaped sites and appurtenant facilities that are throughout the North Etiwanda. These improvements are located within the street right-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines; ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Etiwanda Creek Park. Site # Descriptive Location EN-1 The north side of Wilson from San Sevaine to Ridgeline. The east side of Ridgeline from Wilson to Arcadia Way. Ground Cover area: 27,325 square feet Turf area: 19,334 square feet Hardscape area: 840 square feet EN-2 The Metropolitan Water District easement on the south side of Crescenta Way from San Marino to Ridgeline Place. Ground Cover area: 38,104 square feet Turf area: 41,250 square feet Landscape Maintenance District No. 7—City of Rancho Cucamonga 5 Fiscal Year 2015/16 Hardscape area: 9,000 square feet EN-3 The Wilson Av. median from Wardman Bullock Rd. to San Sevaine Avenue. Ground Cover area: 9,016 square feet Hardscape area: 11,088 square feet EN-4 The Planters on the north side of the drainage easement that is between and parallel to Highland and Arapaho Rd. from Etiwanda Ave east to the end. Ground Cover area: 63,972 square feet EN-5 The south side of Wilson Av. from 1,115 feet west of San Sevaine Av. to 205 feet east of San Sevaine Avenue. The east side of San Sevaine Av from Wilson Av. to Youngs Canyon Road. Ground Cover area: 45,584 square feet Turf area: 3,527 square feet EN-6 The north side of Wilson from Wardman Bullock Rd. to Ridgeline Place. The west side of Ridgeline PI. from Wilson Av. to 120 feet north of Arcadia Way. Ground Cover area: 29,226 square feet Turf area: 15,136 square feet Hardscape area: 1,300 square feet EN-7 The parkway on the eastside of Wardman Bullock from Wilson Av. to 857 feet north of Glendora Court. The cobblestone between the tract wall and the flood wall will be handled as extra for debris pickup and weed control on an as needed basis. Ground Cover area: 10,268 square feet Hardscape area: 31,549 square feet EN-8 The south side of Crescenta Way from Ridgeline PI. to Crestline Place. Ground Cover area: 50,035 square feet Turf area: 35,960 square feet Hardscape area: 10,000 square feet EN-9 The paseo from Meadow Brook to Rock Creek Road. Ground Cover area: 1,400 square feet Turf area: 6,555 square feet Hardscape area: 2,820 square feet EN-10 The paseo from Etiwanda to Pacific Crest Place. The west side of Etiwanda from 175 feet north of North Rim Way to 171 feet south of Golden Prairie Drive. Ground Cover area: 49,020 square feet Turf area: 4,445 square feet Hardscape area: 13,026 square feet Landscape Maintenance District No. 7—City of Rancho Cucamonga 6 Fiscal Year 2015/16 EN-11 The paseo south of Ridge Crest Drive to southern boundary of Tract 14139. This site is temporarily maintained by another contractor and was deleted from the contract as of7-16-01 however this site is still the city's property. Ground Cover area: 3,548 square feet Turf area: 800 square feet Hardscape area: 4,280 square feet EN-12 The cul-de-sac on the north side of Ridgecrest PI. at Etiwanda Creek Channel. Ground Cover area: 1,870 square feet Turf area: 700 square feet Hardscape area: 450 square feet EN-13 The north side of Wilson Av. from 574 feet west of Cherry Av. to the channel east of San Sevaine Road. The Wilson Av. median from Cherry Av. to San Sevaine Road. The east side of San Sevaine from Wilson to 136 feet north of Crescenta. Ground Cover area: 46,611 square feet Turf area: 5,037 square feet EN-14 The west side of San Sevaine Av. from 150 feet north of Wilson to 136 feet north of Crescenta Way. Ground Cover area: 55,166 square feet Turf area: 235 square feet Hardscape area: 6,975 square feet EN-15 The north side of Youngs Canyon Road from 500 feet east of Koch to 692 feet west of Koch. The south side of Youngs Canyon Road from 349 feet east of Koch to 692 feet west of Koch. The east and west side of Koch place from Youngs Canyon Road to 132 feet north of Youngs Canyon Road. The west side of Koch from Youngs Canyon Road to 132 feet south of Youngs Canyon Road. The east side of Koch from 82 feet south of Youngs Canyon Road to Youngs Canyon Road. The trailhead north east of the east end of Youngs Canyon Road to the south end of San Sevaine Horse Trail. The south end of San Sevaine Horse from the trail head to 254 feet north of trailhead. Ground Cover area: 42,925 square feet Hardscape area: 14,308 square feet EN-16 The east side of Wardman Bullock from 225 feet south of San Segundo Drive to 80 feet north of Dona Way. Ground Cover area: 2,056 square feet Hardscape area: 3,450 square feet EN-17 The north side of Colonbero from San Sevaine Channel to Guidera Drive. The south side of Colonbero from San Sevaine Channel to 400 feet north of Guidera Drive. The north side of Aggazzotti from Colonbero to 4 75 feet east of Colonbero. This site has a pump which will be adjusted and maintained by city personnel. Ground Cover area: 43,241 square feet Hardscape area: 29,125 square feet Landscape Maintenance District No. 7-City of Rancho Cucamonga 7 Fiscal Year 2015/16 EN-18 The north side of Aggazzotti Road from San Antonio Drive to San Sevaine Road. The west side of San Sevaine road from Aggazzotti to 702 feet south of Aggazzotti. The East side of San Sevaine Road from 702 feet south of Aggazzotti to Regina. Ground Cover area: 47,823 square feet Hardscape area: 30,986 square feet EN-19 The south side of Wilson from Etiwanda to Estates Way. Ground Cover area: 45,727 square feet Hardscape area: 19,229 square feet EN-20 The south side of Wilson Avenue form Bluegrass Avenue to Estates Way. Ground Cover area: 85,155 square feet Hardscape area: 48,784 square feet EN-21 The north side of Wilson from Etiwanda to Cervantes. The Wilson median from Etiwanda to Cervantes. The Westside of Etiwanda from Wilson to Del Norte Place. Ground Cover area: 88,795 square feet Hardscape area: 27,128 square feet EN-22 The north and south side of Vintage from 165 feet east of Country View to 338 feet west of Country View. Ground Cover area: 13,603 square feet Hardscape area: 7,365 square feet EN-23 The north side of Wilson and median from Etiwanda west to Etiwanda. The east side of Etiwanda from Wilson to 1150 feet north of Wilson. Ground Cover area: 32,027 square feet Hardscape area: 29,567 square feet EN-24 The north side of Vintage from 360 feet west of Ascot to 230 feet east of Countrywood. The south side of Vintage from Ascot Pl. to 500 feet east of Countrywood. Ground Cover area: 34,707 square feet Hardscape area: 92,600 square feet EN-25 The east side of Bluegrass from Banyan to 610 feet north of Banyan. Ground Cover area: 4,054 square feet Hardscape area: 5,819 square feet EN-26 The south side of Banyan from Bluegrass to Greenwood. Ground Cover area: 6,240 square feet Hardscape area: 3,200 square feet Landscape Maintenance District No. 7—City of Rancho Cucamonga 8 Fiscal Year 2015/16 EN-27 The south side of Banyan from Laurel Blossom to Etiwanda. Ground Cover area: 1,703 square feet Hardscape area: 8,417 square feet EN-28 The north side of Wilson from Cervantes to 1715 feet west of Cervantes. The west side of Cervantes from Carmel Knolls Drive to Wilson. The paseo from Wilson to Tejas Ct. The median on Wilson from Cervantes to Bluegrass. The following temporary landscape: There is 1 planter on the west side of Altura at Tejas. There are five planters on the south side of Tejas from Altura to 195 feet east of Altura. Ground Cover area: 25,048 square feet Hardscape area: 22,532 square feet EN-29 The south side of Banyan from 787 feet west of East Av. to East Av. The west side of East Avenue from Banyan to 600 feet south of Blue Gum. The east side of East Ave. from Banyan to 537 feet south of Banyan. Ground Cover area: 16,111 square feet Hardscape area: 15,774 square feet EN-30 The east side of Bluegrass Ave from 257 feet south of Churchill Drive to 418 feet north of Churchill Drive. Ground Cover area: 9,303 square feet Hardscape area: 5,302 square feet EN-31 The south side of Banyan Ave. from 375 feet south of Cashew Way to Rose Way. The north side of Banyan Ave. from 435 feet west of Peak PI. to Wardman Bullock Rd. Ground Cover area: 53,000 square feet Hardscape area: 26,855 square feet EN-32 The landscaping south of the equestrian trail from 210 feet west of Grovewood PI. to 1,170 feet east of Grovewood PI. Ground Cover area: 6,900 square feet EN-33 The north side of Youngs Canyon Rd. from 600 feet east of Banyan Ave. to Banyan Ave. The east side of Ward man Bullock Rd. from Banyan Ave. to Wilson Ave. The south side of Wilson Ave. from Wardman Bullock Rd. to 635 feet east of Fields Pl. Ground Cover area: 66,601 square feet Hardscape area: 46,332 square feet EN-34 The west side of Wardman Bullock Rd. from Wilson Ave. to Banyan Ave. Parkview Way from Wardman Bullock Rd. to Soledad Way. Ground Cover area: 56,314 square feet Hardscape area: 28,428 square feet EN-35 The north side of Day Creek Blvd. from Etiwanda Ave. to Indian Wells Place. Ground Cover area: 160,737 square feet Landscape Maintenance District No. 7-City of Rancho Cucamonga 9 Fiscal Year 2015/16 Hardscape area: 128,254 square feet EN-36 The south side of Day Creek from 380 feet north of Coyote to Etiwanda. The west side of Etiwanda from Day Creek to 170 feet north of North Rim. The west side of Day Creek from 380 feet north of Coyote to Indian Wells. Ground Cover area: 58,398 square feet Hardscape area: 68,127 square feet EN-37 The east side of East Ave. from 235 feet south of Hunt Club Dr. to 375 feet north of Hunt Club Dr. Ground Cover area: 5,559 square feet Hardscape area: 5,231 square feet EN-38 The west side of East Ave. from 236 feet north of Philly Dr. to 245 feet south of Philly Dr. Ground Cover area: 4,605 square feet Hardscape area: 3,394 square feet EN-39 The south side of Banyan form Golden Lock Pl. to Raindrop Pl. Ground Cover area: 6,024 square feet Hardscape area: 330 square feet Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 7—City of Rancho Cucamonga 10 Fiscal Year 2015/16 Landscape Maintenance District No. 7 N Improvement Map w � ENI] EN<0 J EN16 EN18 ENJ5 ENJ6 ❑ D EMG U ENS EN10 EN14 C ta12� m E D EN20 ENS \150F� V ¢ EN2 OFRP O EN28N21 WIISON AV ENS ENO 1ENI ON EN10 brilrl AV V�5 u EN20C EN19 ENS O E N08 Q ENDO h� O ENOL Y Z¢ EN37 V ENDO m s E TIWA NDA LREEN COMMUNITY PARK � h W EN25 W I EN15 \�h O EN91 Z Q EN26 EN27 EN29 V EN39 QENJ2 Q ENza zz �P - PARKS �5t Q WATER METER m EN= W 1D� v IZ'1D^ONRP �2 ® IRRIGATION PUMP c vii MIGNLAND.AV 210 FW ENI FW 1 15 NORTH RAMP — PE TRAIL '¢ 12-10-EAST IRRIGATION LINE d � �....... NIGH• .., LAND AV —MAJOR STREET � u ..wo*o.e............ FREEWAY -' ii 0 0.1281.25 0.5 0.75 1 PARCELS ;,.e,„w..b.............b. Mile ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Payroll $ 117,680.00 Part-time Salaries 13,160.00 Fringe Benefits 57.120.00 Subtotal Personnel $ 187,960.00 Operations and Maintenance Operations and Maintenance $ 33,400.00 Operations and Maintenance Facilities 1,000.00 Vehicle Operations and Maintenance 0.00 Emergency Equipment & Vehicle Rental 0.00 Contract Services 297,940.00 Tree Maintenance 7,090.00 Utilities Telephone Utilities 1,310.00 Water Utilities 351,220.00 Electric Utilities 32,130.00 Assessment Administration 15,430.00 General Overhead . 72,200.00 Subtotal Operations and Maintenance $ 811,720.00 Capital Expenditures Capital Outlay— Equipment $ 0.00 Capital Projects 0.00 Subtotal Capital Expenditures $ 0.00 Total District Expenditure Budget $ 999,680.00 Total Estimated Assessment $ 911,630.00 Plus Anticipated Delinquencies 33,370.00 Plus Transfer In-Fund 868 50,000.00 Total Estimated Revenues $ 995,000.00 Plus Use of Operating Reserve Fund 2,260.00 Total Expenditure Budget $ 997,260.00 Total Estimated Assessment $ 911,631.45 Total District EBU Count 2,969.00 Actual Assessment per EBU — Fiscal Year 2015/16 $ 307.05 Landscape Maintenance District No. 7—City of Rancho Cucamonga 12 Fiscal Year 2015/16 Maximum Allowable Assessment per EBU — Fiscal Year 2015/16 1 $ 307.05 The maximum allowable assessment per EBU listed in the District budget above, is the amount which was approved in 1996/97 and subsequent District annexations. Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance, available fund balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 696,554.00 Use of Operating Reserve Fund — Fiscal Year 2015/16 (2,260.00) Operating Reserve Contribution — Fiscal Year 2015/16 0.00 Estimated Fiscal Year Ending June 30, 2016 Reserve Fund Balance $ 694,294.00 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services Regular Salaries: This item includes the costs attributed to the salaries of all full-time employees dedicated to maintenance of the District improvements. Part Time Salaries: This item includes the costs attributed to the salaries of all part time employees dedicated to maintenance of the District improvements. Fringe Benefits: This item includes the benefits available to City employees: health care, vacation, sick time, and retirement fund. Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Landscape Maintenance District No. 7—City of Rancho Cucamonga 13 Fiscal Year 2015/16 Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures: Capital Proiects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection: Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Landscape Maintenance District No. 7—City of Rancho Cucamonga 14 Fiscal Year 2015/16 METHOD OF ASSESSMENT General Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement' (Sec. 22547). Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. General Benefit Section 4 of Article XIII D of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next "separate the general benefits from the special benefits conferred," and only the special benefits can be included in the amount of the assessments imposed. Landscape Maintenance District No. 7—City of Rancho Cucamonga 15 Fiscal Year 2015/16 In this Assessment District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the District and include paseos, street trees, landscaped areas and appurtenant facilities that are located throughout the Caryn Planned Community and were installed to create a common landscape theme and neighborhood identity for parcels within the Caryn Planned Community. The improvements are situated within the public rights-of-way of the internal local street network within the Caryn Planned Community which provides ingress and egress for parcels within the District to access the City's system of arterial streets. City residents and traffic from parcels not within the District do not use the internal local street network or paseos except for the express purpose of accessing properties located within the District, and therefore do not benefit from the improvements. Only parcels which are within the Caryn Planned Community and proximate to the improvements and within the Assessment District are being assessed. Accordingly, there is a direct physical and visual nexus between each parcel being assessed and the improvements to be funded by the assessment that does not exist for parcels outside of the District boundary and that is particular and distinct from that shared by the public at large. Under these circumstances, all of the benefits conferred are direct and local in nature, and provide a benefit to only those parcels located within the boundaries of the District. Based upon this, it has determined that there is no quantifiable general benefit to the surrounding community and the public in general from the maintenance of the improvements within the boundaries of the District, and therefore no portion of the project costs should be attributed to general benefit. Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing beautification, shade and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit Landscape Maintenance District No. 7—City of Rancho Cucamonga 16 Fiscal Year 2015/16 derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. When the District was formed in 1989, Article XIID and Proposition 218 had not yet been passed. Upon the passage of Article XIID and the subsequent passage of the Proposition Omnibus Implementation Act, new rules were put into place. Due to the changes in legal requirements, as property annexed to the District after the passage of the Assessment Law, the description of the method of assessment became more refined, however, the assessment per parcel has remained the same since the 1996/97 Fiscal Year. Further, no parcel included in the District formation or annexations prior to when the language was refined, are now being levied differently than they were at the time the District was formed or the parcels were annexed. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one Equivalent Benefit Unit (EBU). Every other land-use is converted to EBUs based on an assessment formula that equates to the property's specific development status, type of development (land-use), and size of the property, as compared to a single family home. Vacant parcels are assigned an EBU value of 0.25 per acre because they receive a lesser benefit from the improvements until such time as development occurs. The following table provides the weighting factors applied to various land-use types, as assigned by County use code, to determine each parcel's EBU assignment. Land-Use Equivalent Dwelling Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential 1.00 Dwelling Unit The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following table summarizes the Fiscal Year 2015/16 maximum allowable assessment rates for the District: Property Type Maximum Allowable Actual Assessment Total Total (County Use Code) Assessment Rate Rate per EBU Units/Acres EBUs per EBU Single Family Residential 1 $307.05 $307.05 2,969 2,969 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Landscape Maintenance District No. 7—City of Rancho Cucamonga 17 Fiscal Year 2015/16 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 7—City of Rancho Cucamonga 18 Fiscal Year 2015/16 N N < C T D o � U)co 0 n Grove Av ,_.._..--- — — Carnelian St Vineyard Avg A � Hellman Av Cn ; Hellman Av Archibald Av � ! Archibald Av Hermosa Av j ) Hermosa Av t � Haven Av! Haven Av i I i 1 I 1 Milliken Av j ._.._.._.._.._.J Milliken Av ! � I Rochester Av k j Rochester Av ' I.._.._.._.._. Day C Q ., n Etivianda Av a 77--1~ : S ! V\ N East Av t_.._.._.._.._ D •• - o N ,.p o zt = m fD O �•�yy � 0 o `:J 0 Cherry Av CD 3 h N 0 N Landscape Maintenance District No. 7—City of Rancho Cucamonga 19 Fiscal Year 2015/16 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 maximum and actual assessments for the District: Maximum Allowable Maximum Property Type Assessment Rate Total Total Allowable (County Use Code per EBU Units/Acres EBUs Assessment Single Family Residential $307-057 2,969 2,969 $911,631.45 *"Actual Assessment Rate per EBU" is the same as "Maximum Allowable Assessment Rate Per EBU". A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following Annexation is effective for the 2015/16 Fiscal Year. APN Annexation Project Total Total Property Type Date Name Units/Acres EBUS 0226-081-06 02/05/14 TR 18741 53.00 53.00 Single Family Residential 0225-191-03, 04/16/14 TR 18122 76.00 76.00 Single Family 04, 13, 15 & 20 Residential 0225-381-06 11/05/14 TR 18034 7.00 7.00 Single Family Residential Landscape Maintenance District No. 7—City of Rancho Cucamonga 20 Fiscal Year 2015/16 Annual Engineering Report Fiscal Year 2015/2016 City of Rancho Cucamonga Landscape Maintenance District No. 8 (South Etiwanda) CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 8 (SOUTH ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2741 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 5 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 8 District Budget Definitions of Budget Items Method of Assessment 11 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 14 Assessment Roll 16 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July 15, 2015, the City Council of Rancho Cucamonga, under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 8 (South Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $ 32,740.00 Plus Anticipated Delinquencies 670.00 Total Estimated Revenue $ 33,410.00 Plus Use of Operating Reserve Fund 9.200.00 Total Expenditure Budget $ 42,610.00 Total District EBU Count 216.22 Actual Assessment per EBU $ 151.45 Maximum Allowable Assessment per EBU $ 151.45 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. Landscape Maintenance District No. 8—City of Rancho Cucamonga 1 Fiscal Year 2015/16 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report t and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. yQ�Q PNDREWSl��� l s No.C053672 Exp.:i;,90 L ? L ��r Mark A. Steuer, Director of Engineering Services/City Engineer Landscape Maintenance District No. 8—City of Rancho Cucamonga 2 Fiscal Year 2015/16 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting of landscape or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Landscape Maintenance District No. 8—City of Rancho Cucamonga 3 Fiscal Year 2015/16 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, o opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Landscape Maintenance District No. 8—City of Rancho Cucamonga 4 Fiscal Year 2015/16 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as that area known as South Etiwanda, which is south of the 1-210 Freeway along Fisher Drive, east of East Avenue, including the south side of Highstone Manor Court, the south side of Smokestone Street, and to the San Bernardino County Flood Control drainage basin on east side. Typically parcels have been annexed to the District as they have been developed. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services The improvements maintained by the District include the paseos, community trails, trees, landscaped sites and appurtenant facilities that are throughout the District. These improvements are located within the street right-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Site # Descriptive Location SE-1 The east side of East Ave. from 480 feet south of Catalpa St. to 182 feet north of Catalpa St. The north and south side of Catalpa St. from East Ave. to Brownstone PI. The west side of Brownstone Pl. from Catalpa St. to 150 feet south of Catalpa St. Not including the frontage parkway at 6649 East Ave.. Ground Cover area: 10,355 square feet Turf area: 6,258 square feet Hardscape area: 4,050 square feet SE-2 The south side of Fisher Dr. from 361 feet east of East Ave. to 210 feet east of Starstone PI. Ground Cover area: 9,366 square feet Hardscape area: 4,074 square feet Landscape Maintenance District No. 8—City of Rancho Cucamonga 5 Fiscal Year 2015/16 SE-3 The south side of Fisher Dr. from 860 feet west of Mulberry St. to Mulberry St. Ground Cover area: 3,676 square feet Hardscape area: 6,910 square feet Total Ground Cover: 23,397 square feet Total Turf: 6,258 square feet Total Hardscape: 15,034 square feet Ground cover, shrubs and turf areas that make up parkways, median islands and paseos are maintained under contract by a private landscape maintenance company. With a Majority Protest for the Proposition 218 Ballot Initiative in September 2010 the city stopped maintaining the north side of Fisher Avenue and reduced the service level to a B. Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 8—City of Rancho Cucamonga 6 Fiscal Year 2015/16 Landscape Maintenance District No. 8 zw�Ss� Improvement Map / _ 1 210 FW 1 210 FW 1 7.5 NORrH R P 5@ Q gh`lt 5� ti i m c SE1 it E HIGHLA,NDAV 1 U U O t C O U I 00 Q WATER METER z° a A IRRIGATION PUMP c w — Pacific Electric Trail o v VICTORIAST IRRIGATION LINE PARKS Q m.n,s..awax«•amr..• N., c V�1 Q LMD 8 Boundary 0 an N.[mwC.[.YM n.wmn,pxn.Y n4nnam � o MAJOR STREET m •e•I•.1•Mv�M1n•rd a[Fumarn pnnnwa mm�. FREEWAY a 6[e[m[nv»1 a[npnNnwpn[sk.m.wn.re Wap, W nvim n{Nf.am„r�elmrt�wNFwd 0.2 0.1 0.2 Miles . : �CN LLUN PARCELS a4W nnx� ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Salaries $ 3,840.00 Part-time Salaries 0.00 Fringe Benefits 1.740.00 Subtotal Personnel $ 5,580.00 Operations and Maintenance Operations and Maintenance $ 2,600.00 Emergency Equipment & Vehicle Rental 0.00 Contract Services 12,050.00 Tree Maintenance 4,300.00 Utilities Water Utilities 9,870.00 Electric Utilities 1,370.00 Assessment Administration 1,050.00 General Overhead 6,170.00 Subtotal Operations and Maintenance $ 37,410.00 Capital Expenditures Capital Projects $ 0.00 Subtotal Capital Expenditures $ 0.00 Total District Expenditure Budget $ 42,990.00 Total Estimated Assessment $ 32,740.00 Plus Anticipated Delinquencies 670.00 Total Estimated Revenues $ 33,410.00 Plus Use of Operating Reserve Fund 9,200.00 Total Expenditure Budget $ 42,610.00 Total Estimated Assessment $ 32,746.51 Total District EBU Count 216.22 Actual Assessment per EBU — Fiscal Year 2015/16 $ 151.45 Maximum Allowable Assessment per EBU — Fiscal Year 2015/16 1 $ 151.45 The maximum allowable assessment per EBU listed in the District budget above, is the amount which was approved in 1989/90, when the District was formed, and subsequent District annexations. Landscape Maintenance District No. 8—City of Rancho Cucamonga 8 Fiscal Year 2015/16 Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance, available fund balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 58,803.00 Use of Operating Reserve Fund — Fiscal Year 2015/16 (9,200.00) Operating Reserve Contribution — Fiscal Year 2015/16 0.00 Estimated Fiscal Year Ending June 30, 2016 Reserve Fund Balance $ 49,603.00 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. Landscape Maintenance District No. 8—City of Rancho Cucamonga 9 Fiscal Year 2015/16 General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures: Capital Proiects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection: Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Landscape Maintenance District No. 8—City of Rancho Cucamonga 10 Fiscal Year 2015/16 METHOD OF ASSESSMENT General Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement' (Sec. 22547). Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. General Benefit Section 4 of Article XIII D of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next "separate the general benefits from the special benefits conferred," and only the special benefits can be included in the amount of the assessments imposed. Landscape Maintenance District No. 8—City of Rancho Cucamonga 11 Fiscal Year 2015/16 In this Assessment District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the District and include paseos, street trees, landscaped areas and appurtenant facilities that are located throughout the Caryn Planned Community and were installed to create a common landscape theme and neighborhood identity for parcels within the Caryn Planned Community. The improvements are situated within the public rights-of-way of the internal local street network within the Caryn Planned Community which provides ingress and egress for parcels within the District to access the City's system of arterial streets. City residents and traffic from parcels not within the District do not use the internal local street network or paseos except for the express purpose of accessing properties located within the District, and therefore do not benefit from the improvements. Only parcels which are within the Caryn Planned Community and proximate to the improvements and within the Assessment District are being assessed. Accordingly, there is a direct physical and visual nexus between each parcel being assessed and the improvements to be funded by the assessment that does not exist for parcels outside of the District boundary and that is particular and distinct from that shared by the public at large. Under these circumstances, all of the benefits conferred are direct and local in nature, and provide a benefit to only those parcels located within the boundaries of the District. Based upon this, it has determined that there is no quantifiable general benefit to the surrounding community and the public in general from the maintenance of the improvements within the boundaries of the District, and therefore no portion of the project costs should be attributed to general benefit. Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing beautification, shade and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit Landscape Maintenance District No. 8—City of Rancho Cucamonga 12 Fiscal Year 2015/16 derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one Equivalent Benefit Unit (EBU). Every other land-use is converted to EBUs based on an assessment formula that equates to the property's specific development status, type of development (land-use), and size of the property, as compared to a single family home. The following table provides the weighting factors applied to various land- use types, as assigned by County use code, to determine each parcel's EBU assignment. Land-Use E uivalent Dwelling Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential 1.00 Dwelling Unit Non-Residential 2.00 Acre or portion thereof Church 1.00 Acre or portion thereof The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following table summarizes the Fiscal Year 2015/16 maximum allowable assessment rates for the District: Property Type Maximum Allowable Actual Assessment Total Total (County Use Code) Assessment Rate Rate per EBU Units/Acres EBUs per EBU Single Family Residential $151.45 $151.45 188.00 188.00 Non-Residential $151.45 $151.45 13.61 27.22 Church $151.45 $151.45 1.00 1.00 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Landscape Maintenance District No. 8-City of Rancho Cucamonga 13 Fiscal Year 2015/16 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 8—City of Rancho Cucamonga 14 Fiscal Year 2015/16 :J fn GO C D o ca c o � m o s r �.�..i• �— n A W CD Grove Av 1 j Carnelian St Vineyard Avi m ! A s �.�,, �jJ j Hellman Av i .+ i Hellman Av Archibald Av 1 � ; Archibald Av ! I Hermosa Av j �1 Hermosa Av, i Haven Av! Haven Av Milliken Av ! J Milliken Av ! I Rochester Av j Rochester Av ............. Day Creek BI' Q ' In Etiwanda Av !_ Etiwanda Avi East Av a S c- 0 ' !D g N rD 1 W (T � Cherry Av _ r ® r n C I o o � v 3 I.y P* 00 Landscape Maintenance District No. 8—City of Rancho Cucamonga 15 Fiscal Year 2015/16 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 maximum and actual assessments for the District: Maximum Allowable Maximum Property Type Assessment Rate Total Total Allowable (County Use Codeper EBU Units/Acres EBUs Assessment Single Family Residential $151.45 188.00 188.00 $28,472.60 Non-Residential $151.45 13.61 27.22 4,122.46 Church $151.45 1.00 1.00 151.45 TOTALS 1 1 202.61 1 216.22 $32,746.51 "Actual Assessment Rate per EBU" is the same as "Maximum Allowable Assessment Rate Per EBU". A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no annexations effective for the 2015/16 Fiscal Year. Landscape Maintenance District No. 8—City of Rancho Cucamonga 16 Fiscal Year 2015/16 Annual Engineer's Report Fiscal Year 2015/2016 City of Rancho Cucamonga Landscape Maintenance District No. 9 (Lower Etiwanda) CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 9 (LOWER ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2741 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 5 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 9 District Budget Definitions of Budget Items Method of Assessment 12 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 16 Assessment Roll 18 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July 15, 2015, the City Council of Rancho Cucamonga, under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 9 (Lower Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $ 171,960.00 Plus Anticipated Delinquencies 27,090.00 Total Estimated Revenue $ 199,050.00 Plus Use of Operating Reserve Fund 393.480.00 Total Expenditure Budget $ 592,530.00 Total District EBU Count 2,149.56 Actual Assessment per EBU $ 80.00 Maximum Allowable Assessment per EBU $ 542.15 In making the assessments contained herein pursuant to the 1972 Act: 1. 1 have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. Landscape Maintenance District No. 9—City of Rancho Cucamonga 1 Fiscal Year 2015/16 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. �OQApFESSlpy9� h�Q DREWsl �t s No.C1159677� 7 sf CIM OFCpl1�Q' Mar . uer, Director of Engineering Services/City Engineer Landscape Maintenance District No. 9—City of Rancho Cucamonga 2 Fiscal Year 2015/16 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting of landscape or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Landscape Maintenance District No. 9—City of Rancho Cucamonga 3 Fiscal Year 2015/16 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, o opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Landscape Maintenance District No. 9—City of Rancho Cucamonga 4 Fiscal Year 2015/16 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as that area known as Lower Etiwanda, which is south of Victoria Street, north of Foothill Boulevard, generally east of Etiwanda Avenue and the 1-15 Freeway and west of East Avenue. Typically parcels have been annexed to the District as they have developed. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services The improvements maintained by the District include the paseos, community trails, trees, landscaped sites and appurtenant facilities that are throughout the District. These improvements are located within the street right-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Garcia Park (formerly known as South Etiwanda Park). Site # Descriptive Location 9-1 The west side of East Ave. from 380 feet north of Chateau to 290 feet south of Chateau. Ground Cover area: 7,244 square feet Hardscape area: 7,525 square feet 9-2 The west side of East Ave. from 339 feet north of Brookfield to 157 north of Brookfield. Brookfield from East Ave. to Oak Crest. The east side of Oak Crest to 137 feet north of Brookfield. Ground Cover area: 2,390 square feet Hardscape area: 6,874 square feet Landscape Maintenance District No. 9—City of Rancho Cucamonga 5 Fiscal Year 2015/16 9-3 The west side of East Ave. from 790 feet north of Highfield to 256 feet south of Highfield. Ground Cover area: 8,769 square feet Hardscape area: 10,669 square feet 9-4 The west side of East Ave. From 295 feet north of Via Veneto To Via Veneto. The north side of Via Veneto From East Ave to Dolcetto. The east side of Dolcetto from Via Veneto to Miller Ave. The south side of Miller Ave from 372 feet west of Dolcetto to 240 feet east of Dolcetto. The west side of Dolcetto from Miller to Garcia. The north side of Garcia from Dolcetto to Etiwanda Ave. Ground Cover area: 48,612 square feet Hardscape area: 28,746 square feet 9-5 The north side of Miller from 429 feet west of Dolcetto to 1029 feet west of Dolcetto. Ground Cover area: 6,519 square feet Hardscape area: 3,325 square feet 9-6 The north side of Miller from 254 feet east of Dolcetto to 167 feet west of Dolcetto. Ground Cover area: 4,089 square feet Hardscape area: 2,854 square feet 9-8 The south side of Baseline from Etiwanda Ave. to Shelby. The Baseline median form Etiwanda to 473 feet east of Shelby. Ground Cover area: 16,395 square feet Hardscape area: 14,558 square feet 9-9 The north side of Candlewood St. from Exbury St. to Etiwanda Ave. Ground Cover area: 3,362 square feet Hardscape area: 786 square feet 9-10 The north side of Baseline form 522 feet east of Forester to 180 feet west of Frester. The Baseline median form 503 feet east of Forester to 200 feet west of Forester. Ground Cover area: 16,930 square feet Hardscape area: 13,600 square feet 9-11 The north side of Mueller Ct. from 40 feet past the east end of Mueller Ct. to 20 feet east of Dicarlo PI. Ground Cover area: 9,420 square feet Hardscape area: 742 square feet 9-12 The north and south sides of Highland Ave. from 217 feet west of Norcia Dr. to 210 feet east of Dicarlo PI. Ground Cover area: 12,471 square feet Hardscape area: 14,445 square feet Landscape Maintenance District No. 9-City of Rancho Cucamonga 6 Fiscal Year 2015/16 9-13 The south side of Carnesi Dr. from Etiwanda Ave. to 395 feet east of Murietta Ct. Ground Cover area: 8,919 square feet Hardscape area: 6,203 square feet 9-14 The west side of East Ave. from 665 feet north of Miller to Miller. The north side of Miller from East Ave. to 667 feet west of East Ave. Ground Cover area: 9,150 square feet Hardscape area: 16,226 square feet 9-15 The north side of Base Line Road from Shelby Place to 343 feet east of Shelby Place. Ground Cover area: 3,480 square feet Hardscape area: 4,638 square feet 9-16 The east side of Dolcetto PI. from Garcia Dr. to Via Veneto Dr. The south side of Via Veneto Dr. from Dolcetto PI. to East Av. The west side of East Av. from Via Veneto Dr. to 276 feet south of Via Veneto Drive. Ground Cover area: 16,310 square feet Hardscape area: 13,411 square feet FH-17 The Foothill Blvd. median from Etiwanda Ave. to Cornwell Ave. Ground Cover area: 8,275 square feet Ground cover, shrubs and turf areas that make up parkways, median islands and paseos are maintained under contract by a private landscape maintenance company. Parks are maintained by the City's Park Maintenance Crews. Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 9—City of Rancho Cucamonga 7 Fiscal Year 2015/16 II Landscape Maintenance District No. 9 N Improvement Map .R�.raw A 1 210 1 1 1210 WEST RAMP Ir210 NRP HIGHLAND AV HIGHLAND AV 1210.FW 1�t5`SOUTHr/ygMP m 9-11 Y 9-12 W 09-13 VICTCR.A ST 9-2 9-1 BASE LINE Rg.15 9-10 9A G Q a Ole w h O WATER METER x 9ao lit IRRIGATION PUMP 9b p a PE TRAIL CHURCH ST ° IRRIGATION LINE U > 9p o.1 _E-.,.�9a0 PARKS 9-n� 9.1e QLM D 9 9a 9 16 Q MAJOR STREET y� FREEWAY F —a — cARc w PARCELS V'CTOR.A GARDENS LN rah FOOTHILL BL ..+.eMe....e mb.pnm.cpv.e x.rtn.cp..m•"w FH17 a.rr...mpe. wW .c. w1 mp.rgra.Wwan o^i'./bWw s"1p 1111 11 m•hw ••"viWwe wmw. pa.. m.W.�."n•Wa"er rtq (rt4 FH-1715 IN LMD9 BUT q°p"O'^"^'^'°^""^r^"•"•"eo aewbac 4FOMAINTANEG BV MARIPoSA n;;piOei"rw..'w.r.w.rme,mno.rw."be r.,.." \`h LpYme�'�.e�f„mmp.ap pl..a.w.W Y"N.en W roar Yn..e b.m.M•.e�.abrtlw•I m.rtNnbO. WLin \bm b�.p.mwb�pWpm..�.C�a P.nMe Cueam•ny, rna Dana,sgpl wr.mm..or bero.,.v.,ab.•r m. w.m"•,m. moo" o iaa."v�(pw I.w� .rap e..n.".vOa.".,aw•:gyp•"m.xre��nw Landscape Maintenance District No. 9—City of Rancho Cucamonga 8 Fiscal Year 2015/16 ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Salaries $ 159,600.00 Part-time Salaries 11,200.00 Fringe Benefits 76.440.00 Subtotal Personnel $ 247,240.00 Operations and Maintenance Operations and Maintenance $ 23,600.00 O & M/Computer Equipment 0.00 Cellular Technology 1,370.00 Emergency Equipment & Vehicle Rental 1,200.00 Contract Services 134,770.00 Tree Maintenance 29,070.00 Utilities Water Utilities 66,460.00 Electric Utilities 9,170.00 Assessment Administration 9,100.00 General Overhead 35,410.00 Subtotal Operations and Maintenance $ 310,150.00 Capital Expenditures Capital Outlay- Equipment $ 0.00 Capital Proiects $ 40,000.00 Subtotal Capital Expenditures $ 40,000.00 Total District Expenditure Budget $ 597,390.00 Total Estimated Assessment $ 171,960.00 Plus Anticipated Delinquencies 27,090.00 Total Estimated Revenue $ 199,050.00 Plus Use of Operating Reserve Fund 393,480.00 Total Expenditure Budget $ 592,530.00 Total Estimated Assessment $ 171,964.80 Total District EBU Count 2,149.56 Actual Assessment per EBU - Fiscal Year 2015/16 $ 80.00 Maximum Allowable Assessment per EBU - Fiscal Year 2015/16 $ 542.15 Landscape Maintenance District No. 9-City of Rancho Cucamonga 9 Fiscal Year 2015/16 Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance, available fund balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 2,033,422.00 Use of Operating Reserve Fund — Fiscal Year 2015/16 (398,340.00) Operating Reserve Contribution — Fiscal Year 2015/16 0.00 Estimated Fiscal Year Ending June 30, 2016 Reserve Fund Balance $ 1,639,942.00 The City has reserve funds that are more than sufficient to cover an estimated six months' worth of maintenance and servicing costs for the District. When there are excess funds in the District's reserve account, the excess can be used to lower the annual levy to property owners within the District. The City will continue to annually review the estimated costs and expenses for the District as well as reserve fund levels, in order to determine if future levies can be reduced as well. Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services Regular Salaries: This item includes the costs attributed to the salaries of all full-time employees dedicated to maintenance of the District improvements. Part Time Salaries: This item includes the costs attributed to the salaries of all part time employees dedicated to maintenance of the District improvements. Fringe Benefits: This item includes the benefits available to City employees: health care, vacation, sick time, and retirement fund. Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Landscape Maintenance District No. 9—City of Rancho Cucamonga 10 Fiscal Year 2015/16 Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures: Capital Proiects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection: Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Landscape Maintenance District No. 9—City of Rancho Cucamonga 11 Fiscal Year 2015/16 METHOD OF ASSESSMENT General Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement' (Sec. 22547). Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. General Benefit Section 4 of Article XIII D of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next "separate the general benefits from the special benefits conferred," and only the special benefits can be included in the amount of the assessments imposed. Landscape Maintenance District No. 9-City of Rancho Cucamonga 12 Fiscal Year 2015/16 In this Assessment District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the District and include paseos, street trees, landscaped areas and appurtenant facilities that are located throughout the District and were installed to create a common landscape theme and neighborhood identity for parcels within the District. The improvements are situated within the public rights-of-way of the internal local street network within the District which provides ingress and egress for parcels within the District to access the City's system of arterial streets. City residents and traffic from parcels not within the District do not use the internal local street network or paseos except for the express purpose of accessing properties located within the District, and therefore do not benefit from the improvements. Only parcels which are within the Caryn Planned Community and proximate to the improvements and within the Assessment District are being assessed. Accordingly, there is a direct physical and visual nexus between each parcel being assessed and the improvements to be funded by the assessment that does not exist for parcels outside of the District boundary and that is particular and distinct from that shared by the public at large. Under these circumstances, all of the benefits conferred are direct and local in nature, and provide a benefit to only those parcels located within the boundaries of the District. Based upon this, it has determined that there is no quantifiable general benefit to the surrounding community and the public in general from the maintenance of the improvements within the boundaries of the District, and therefore no portion of the project costs should be attributed to general benefit. Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing beautification, shade and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. Landscape Maintenance District No. 9—City of Rancho Cucamonga 13 Fiscal Year 2015/16 To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one Equivalent Benefit Unit (EBU). Every other land-use is converted to EBUs based on an assessment formula that equates to the property's specific development status, type of development (land-use), and size of the property, as compared to a single family home. The following table provides the weighting factors applied to various land- use types, as assigned by County use code, to determine each parcel's EBU assignment. Land-Use Equivalent Dwelling Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential 1.00 Dwelling Unit Multi-Family Residential 1.00 Dwelling Unit Non-Residential Improved 2.00 Acre Vacant Property 0.25 Acre The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following table reflects both the maximum allowable assessment and the actual assessment rates for each year since the formation of the district and the proposed assessment rate for fiscal year 2015/16 for the District: Fiscal Year Maximum Assessment per EBU Actual Assessment per EBU 2000/01 $375.91 $375.91 2001/02 388.02 375.91 2002/03 398.81 375.91 2003/04 414.44 375.91 2004/05 421.71 375.91 2005/06 1 438.67 375.91 2006/07 459.15 375.91 2007/08 476.76 387.94 2008/09 492.41 387.94 2009/10 492.41 387.94 2010/11 501.55 387.94 2011/12 516.58 187.00 2012/13 1 527.03 187.00 2013/14 539.38 80.00 2015/16 542.15 80.00 Landscape Maintenance District No. 9-City of Rancho Cucamonga 14 Fiscal Year 2015/16 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Cost of Living Inflator Each fiscal year beginning with Fiscal Year 2002/2003, the amount of the assessment for the District has increased each year, based upon the Consumer Price Index ("CPI"), All Urban Consumers, for the Los Angeles-Anaheim-San Bernardino Area, as determined by the United States Department of Labor, Bureau of Labor Statistics, or its successor. The Engineer shall compute the percentage difference between the CPI for March of each year and the CPI for the previous March, and shall then adjust the existing assessment by an amount not to exceed such percentage for the following fiscal year. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the Engineer shall use the revised index or a comparable system as approved by the City Council for determining fluctuations in the cost of living. If for any reason the percentage change is negative the maximum allowable assessment would not be decreased by reason of such negative percentage change and would remain at the amount as computed on the previous fiscal year regardless of any CPI adjustment. The annual assessment cannot exceed the actual costs to operate the District in any given year. If operating costs are such that the maximum assessment amount is not needed, the City would levy only what is needed for that year. The Fiscal Year 2015/16 actual assessment rate is reduced from the prior year due to the City having reserve funds that are more than sufficient to cover an estimated six months' worth of maintenance and servicing costs for the District. When there are excess funds in the District's reserve account, the excess can be used to lower the annual levy to property owners within the District. The City will continue to annually review the estimated costs and expenses for the District as well as reserve fund levels, in order to determine if future levies can be reduced as well. There will be no Cost of Living rate increase for Fiscal Year 2015/16. Landscape Maintenance District No. 9—City of Rancho Cucamonga 15 Fiscal Year 2015/16 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 9—City of Rancho Cucamonga 16 Fiscal Year 2015/16 pi�3{Hese Pt ^Mf�."'� ¢1 a'aF Jj9#I,gi���i easi��>;r i 3 � Y ly.k' tp g3 FS11 u 0 W C ZI s4 1 a ° D o m a i 21 ( ia tE W O i Carnelian St Vineyard Av j 0)A � � 1 Hellman Av r Hellman Av 1 Archibald Av � ; Archibald Av j I Hermosa Av j �} Hermosa Av Haven Av; Haven Av 1 1 1 1 1 i 1 Milliken Av I _.._.._.._.._.J Milliken Av i r �.. Rochester Av _ j Rochester Av Day Creek Bl Q I � i Etiwanda Av � Etiwanda Av i aEi East Av l.._.._.._.._.. 1 D o 0 CD r m ! pl `• (a Cherry Av o W a < 3 �I N Landscape Maintenance District No. 9—City of Rancho Cucamonga 17 Fiscal Year 2015/16 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 maximum and actual assessments for the District: Actual Property Type Assessment Rate Total Total Actual (County Use Code Per EBU Units/Acres EBUs Assessment Single Family Residential $80.00 1056.00 1056.00 $84,480.00 Multi-Family Residential 80.00 1,057.00 1,057.00 84,560.00 Non-Residential Improved 80.00 18.28 36.56 2,924.80 Vacant Property 80.00 0.00 0.00 0.00 TOTALS 1 2,131.28 2,149.56 $171,964.80 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following Annexation is effective for the 2015/16 Fiscal Year. APN Annexation Project Total Total Property Type Date Name Units/Acres EBUS 0227-121-33 08/20/14 TR 16578 6.00 6.00 Single Family & 37 Residential Landscape Maintenance District No. 9—City of Rancho Cucamonga 18 Fiscal Year 2015/16 Annual Engineer's Report Fiscal Year 2015/2016 City of Rancho Cucamonga Landscape Maintenance District No. 10 (Rancho Etiwanda) CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 10 (RANCHO ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2740 Fax: 909.477.2741 CITY COUNCIL L. Dennis Michael, Mayor Sam Spagnolo, Mayor Pro Tem William Alexander, Council Member Lynne B. Kennedy, Council Member Diane Williams, Council Member CITY STAFF John R. Gillison, City Manager Linda D. Daniels, Assistant City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services William Wittkopf, Public Works Director Ingrid Y. Bruce, Deputy Director/Department of Innovation & Technology Dean Rodia, Parks & Landscape Superintendent Christopher Bopko, Management Analyst III TABLE OF CONTENTS Engineer's Letter 1 Introduction 3 Reason for Assessment Process for Annual Assessment Plans and Specifications 5 Description of the Boundaries of the District Description of Improvements and Services Map of Improvements Estimate of Costs 9 District Budget Definitions of Budget Items Method of Assessment 12 General General Benefit Special Benefit Method of Assessment Spread Assessment Diagram 16 Assessment Roll 18 Assessment Roll Annexations ENGINEER'S LETTER WHEREAS, on July 15, 2015, the City Council of Rancho Cucamonga, under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 15-119, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 10 (Rancho Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2015/16 pursuant to the requirements of the 1972 Act. The Annual Engineer's Report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the maintenance, operations and servicing of the improvements for the District for the referenced fiscal year, a diagram for the District, showing the area and properties proposed to be assessed, and an assessment of the estimated costs of the maintenance, operations and servicing the improvements, assessing the net amount upon all assessable lots and/or parcels within the District in proportion to the special benefit received; and NOW THEREFORE, the following assessment is proposed to be authorized in order to pay the estimated costs of maintenance, operation and servicing of the improvements to be paid by the assessable real property within the boundaries of the District in proportion to the special benefit received. The following table summarizes the proposed assessment. SUMMARY OF ASSESSMENT Fiscal Year 2015/16 Total Estimated Assessment $ 559,400.00 Plus Anticipated Delinquencies 8,120.00 Total Estimated Revenue $ 567,520.00 Plus Use of Operating Reserve Fund 12.390.00 Total Expenditure Budget $ 579,910.00 Total District EBU Count 786.00 Actual Assessment per EBU $ 711.71 Maximum Allowable Assessment per EBU $ 834.27 In making the assessments contained herein pursuant to the 1972 Act: 1. I have identified all parcels which will have a special benefit conferred upon them from the improvement described in the Special Benefit Section of this Annual Engineer's Report (the "Specially Benefited Parcels"). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in this Annual Engineer's Report. Landscape Maintenance District No. 10—City of Rancho Cucamonga 1 Fiscal Year 2015/16 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefitted Parcels. In making such evaluation: a. The proportionate special benefit derived by each Specially Benefited Parcel from the improvements was determined in relationship to the entirely of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefitted Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the improvements; and c. Any general benefits from the improvements have been separated from the special benefits and only special benefits have been assessed. I, the undersigned, respectfully submit the enclosed Annual Engineer's Report and, to the best of my knowledge, information and belief, the Annual Engineer's Report, Assessment Diagram herein have been prepared and computed in accordance with the order of the City Council of the City of Rancho Cucamonga and the Assessment Law. QPpFESS/pV Q� Fp 2 �No,0053672 � Eq.0, Ld CNIL t CALI�� Mark A. Steuer, Director of Engineering Services/City Engineer Landscape Maintenance District No. 10—City of Rancho Cucamonga 2 Fiscal Year 2015/16 INTRODUCTION Reason for Assessment Approval of the assessment covered by this Engineer's Report will generate the revenue necessary to: Provide for the maintenance and servicing of the improvements described in this Engineer's Report. Maintenance may include but is not limited to, all of the following: the upkeep, repair, removal or replacement of all or any part of any improvement or facility such as paseos, community trails, fencing and irrigation systems, and providing for the growth, vigor and care of the trees and landscape plant materials. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting of landscape or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements and administrative costs associated with the annual administration and operation of the District. Process for Annual Assessment The City cannot levy and collect annual assessments within the District without complying with the procedures specified in the 1972 Act. On an annual basis, an Engineer's Report must be prepared which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. The City Council must also adopt a resolution of intention which: • Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein. • Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements. • Refers to the assessment district by its distinctive designation and indicate the general location of the district. • Refers to the report of the engineer, on file with the clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the district. • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment. • States whether the assessment is proposed to increase from the previous year. If the assessments are to be levied in the same or lesser amounts than the maximum assessment amount approved, the clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a Landscape Maintenance District No. 10—City of Rancho Cucamonga 3 Fiscal Year 2015/16 written protest which shall state all grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If the assessment to be levied exceeds the maximum assessment amount previously approved, the City must comply with the procedures specified in Article XIII D and Proposition 218. The voters in the State of California in November 1996 added Article XIII D to the California Constitution imposing, among other requirements, the necessity for the City to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be enacted or increased, the opportunity to express their support for, o opposition to the proposed assessment or increase in such assessment. The basic steps of the assessment ballot procedure are outlined below. The City must prepare a Notice of Public Hearing ("Notice"), which describes, along with other mandated information, the reason for the proposed assessments, and to provide a date and time of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and mark their assessment ballot either in favor of, or in opposition to the proposed assessment. The Notice and assessment ballot are mailed to each affected property owner within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City may also hold a community meeting with the property owners to discuss the issues facing the District and to answer property owner questions directly. After the Notice and assessment ballot are mailed, property owners are given until the close of the public hearing, stated in the Notice, to return their signed and marked assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. At the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council. Article XIII D provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to levy and collect the assessments as proposed. A majority protest exists if the assessments represented by ballots submitted in opposition exceed those submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel. If there is no majority protest as described above, the City Council may approve the proposed assessments. If the is a majority protest, as described above, the City will not levy and collect any assessments. Landscape Maintenance District No. 10—City of Rancho Cucamonga 4 Fiscal Year 2015/16 PLANS AND SPECIFICATIONS The District provides for the administration, maintenance, operations, and servicing of various improvements located within the public right-of-way and dedicated easements within the boundaries of the District. Description of the Boundaries of the District The District is located in the City of Rancho Cucamonga, State of California. The boundaries of the District are generally described as that area known as Rancho Etiwanda, which lies north of Highway 210, east of Day Creek Channel, and west of Hanley Avenue. Typically parcels have been annexed to the District as they have developed. Reference is also made to the Assessment Diagram included in this Report. Description of Improvements and Services The improvements maintained by the District include the paseos, community trails, trees, landscaped sites and appurtenant facilities that are throughout Rancho Etiwanda. These improvements are located within the street right-of-ways and dedicated public easements which are within the boundaries of the District. The landscaping maintenance includes, but is not limited to, the pruning, fertilizing, mowing, weeding, pest control, removal of trash/debris, and irrigation of the trees, shrubs, vines, ground cover, and turf. Maintenance of associated improvements and facilities, such as community trails, fencing and irrigation systems, includes but is not limited to, grading and replacement of trail surfacing, trail fence repair and replacement, steel fence painting, repair and replacement, and irrigation systems control, adjustment, trouble-shooting, repair and replacement. Services include personnel, materials, contracting services, utilities, capital projects and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in a healthy, vigorous and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, including the future ability to replace landscaping with drought resistant or low water use plants, in order to lower expenses of the District. The breakdown of maintained areas is as follows: Parks: Day Creek Park. Site # Descriptive Location 10-1 The west side of Day Creek from 790 feet north of Richfield to Wilson. The north side of Wilson from Day Creek to 227 feet west of Day Creek. This site overlaps 10-2. Ground Cover area: 16,941 square feet Hardscape area: 3,589 square feet 10-2 The north and south side of Wilson from 497 feet west of Alvarado to Day Creek. The south side of Wilson from Day Creek to Bluegrass. The Wilson median from Day Creek to Bluegrass. Ground Cover area: 47,275 square feet Hardscape area: 6,444 square feet Landscape Maintenance District No. 10—City of Rancho Cucamonga 5 Fiscal Year 2015/16 10-3 The west side of Day Creek from Wilson to 144 feet south.of Clydesdale. The Day Creek median from Wislon to Banyan. Ground Cover area: 32,619 square feet Hardscape area: 10,983 square feet 10-4 The east side of Day Creek from 648 feet south of Keenland to Wilson. Ground Cover area: 15,952 square feet Hardscape area: 4,365 square feet 10-5 The west side of Bluegrass from Wilson to 705 feet south of Challendon. Ground Cover area: 26,882 square feet Hardscape area: 12,220 square feet 10-6 The south side of Banyan from Rochester to Day Creek. The north side of Banyan from 427 feet west of Rocking Horse to Rocking Horse. The west side of Day Creek from Banyan to Vintage. The north side of Vintage from Day Creek to Paseo ending 153 feet west of Sand Hill. Ground Cover area: 44,000 square feet Hardscape area: 16,197 square feet 10-7 The north side of Vintage from 180 feet east of Taylor Canon Place to Day Creek. The east side of Day Creek from Vintage to Banyan. The south side of Banyan from Day Creek to Bluegrass. Ground Cover area: 22,164 square feet Hardscape area: 11,724 square feet 10-8 The landscape against the south side facing wall north of the 210 freeway from the top of the slope on the east side of Day Creek to 300 feet eastward. The Day Creek median from the 210 freeway to Vintage. The east side of Day Creek from Caltrans ROW to Vintage. The south side of Vintage from Day Creek to 180 feet east of Taylor Canyon. Ground Cover area: 16,841 square feet Hardscape area: 7,025 square feet 10-9 The north side of Coyote from Brookstone Place to Day Creek. The east side of Day Creek from Coyote to 358 feet north of Coyote. The west side of Day Creek from 118 feet north of Coyote to 380 feet north of Coyote. Ground Cover area: 9,403 square feet Hardscape area: 6,052 square feet 'This site previously had 8,488 square feet of ground cover and 5,752 of Hardscape prior to the addition of the area on the west side of Day Creek. 10-10 The north side of Wilson from 395 feet east of Day Creek to Day Creek. The east side of Day Creek from Wilson to Blackstone. The south side of Blackstone from Day Creek to Stoneview. The north side of Blackstone from Day Creek to 165 feet west of Stoneview. Landscape Maintenance District No. 10-City of Rancho Cucamonga 6 Fiscal Year 2015/16 Ground Cover area: 26,304 square feet Hardscape area: 19,117 square feet 10-11 The west side of Day Creek from 340 feet north of Banyan to Banyan. The north side of Banyan from Day Creek to Rocking Horse. Ground Cover area: 20,378 square feet Hardscape area: 11,212 square feet 10-12 The paseo on the east side of Stoneview Rd. across from Duncaster PI. Ground Cover area: 3,326 square feet Hardscape area: 2,374 square feet 10-13 The west side of Day Creek Blvd. from 340 feet south of Vintage Dr. to 915 feet south of Vintage. Ground Cover area: 27,416 square feet Hardscape area: 16,167 square feet 10-14 The south side of Vintage from Saddle Tree Dr. to Day Creek. The west side of Day Creek from Vintage to 325 feet south of Vintage. Ground Cover area: 7,777 square feet Hardscape area: 16,167 square feet `This sites irrigation pump and valves are powered from site 10-13 Ground cover, shrubs and turf areas that make up parkways, median islands and paseos are maintained under contract by a private landscape maintenance company. Parks are maintained by the City's Park Maintenance Crews. Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 10—City of Rancho Cucamonga 7 Fiscal Year 2015/16 Landscape Maintenance District No. 90 pq I Improvement Ma N �A 10-12 10-1 ^•P�� 10-10 nnMj� 4 to-2 WILSON AV 030 104 010E m.my..me.ne aapr.rn«nmrm.Mn fmfvmsm9 ,�,LD4 DY.M Nreul4 M.Cey a P,rrvb[w.rmnp. r.prn.NM...pWe.m.urw N p.nu.l Nf.rmMn ilr.Cr1Y a R.ruM Cu..rr.p.m/re n.r.nplw n. aunty,r.lr.wnttl.nar pu.wa...O M.ma.nl wpu.rw..awuw wrry4bn..w 4m.pw..a,ny rnlsmMm preN4e b yw I..ran int u..r.Mutl nNr.a upm q.IM.rmMnl.r.nY r.n.n.na Y CuwrW b m<.wne.aa+.nM nr.ne 11IMarm.bn pr.wrl.e Mrnn. .cra a R.Mb cw.n.na.weay,M.en.N emmw e.pom..m.•a•n.pr.wbMw.new.rr.a...maYanp. y. nm Mnebm.mptle..n.nw.pl m.meanbeN+�a ,y C'�" Nn1.ul.r.IwDwl.rpurN..int Cry.I P,neMLuwronp. .yi ({-'[.-r: n.l n.ilr.r.wpi ror..urr..nr WGYr.rp.rAa,.I M. � .nc tllwm.xw p„nwa.nne�(m.•..alon r..ma. � -- ..,be n..m 010> 106 0 WATER METER 01 IRRIGATION PUMP PE TRAIL 10A IRRIGATION LINE - PARKS 10j1a O LMD 10 BOUNDARY MAJOR STREET 210 C44 z7p DFRp 1210 FW FREEWAY 12'M0FRP 12100NRP HIGHLANDAV PARCELS Landscape Maintenance District No. 10—City of Rancho Cucamonga 8 Fiscal Year 2015/16 ESTIMATE OF COSTS The estimated costs of administration, maintenance, operations, and servicing the improvements as described in the Plans and Specifications are summarized below. Each year, as part of the assessment district levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Estimated 2015/16 Budget Personnel Services Regular Salaries $ 130,200.00 Overtime Salaries 1,050.00 Part-time Salaries 31,110.00 Fringe Benefits 65.880.00 Subtotal Personnel $ 228,240.00 Operations and Maintenance Operations and Maintenance $ 14,500.00 Operations and Maintenance/Facilities 4,000.00 O & M/Computer Equipment 0.00 Cellular Technology 0.00 Emergency Equipment & Vehicle Rental 0.00 Emergency Operations and Maintenance 500.00 Contract Services 102,600.00 Contract Services/Facilities 2,000.00 Tree Maintenance 10,000.00 Utilities Water Utilities 140,350.00 Electric Utilities 23,100.00 Assessment Administration 4,260.00 General Overhead 52,640.00 Subtotal Operations and Maintenance $ 353,950.00 Capital Expenditures Capital Outlay— Equipment $ 0.00 Capital Projects $ 0.00 Subtotal Capital Expenditures $ 0.00 Total District Expenditure Budget $ 582,190.00 Total Estimated Assessment $ 559,400.00 Plus Anticipated Delinquencies 8,120.00 Total Estimated Revenue $ 567,520.00 Plus Use of Operating Reserve Fund 12,390.00 Total Expenditure Budget $ 579,910.00 Total Estimated Assessment $ 559,404.06 Total District EBU Count 786.00 Actual Assessment per EBU — Fiscal Year 2015/16 $ 711.71 Maximum Allowable Assessment per EBU — Fiscal Year 2015/16 $ 834.27 Landscape Maintenance District No. 10—City of Rancho Cucamonga 9 Fiscal Year 2015/16 Each year, prior to the assessments being placed on the tax roll, the City will review the budget and determine the amount needed to maintain the improvements for the upcoming fiscal year. The actual assessment per EBU will be based on the estimated costs of maintenance, available fund balance and maximum allowable assessment with the goal of maintaining the improvements in a satisfactory and healthy condition. The actual assessment amount may be lower than the maximum allowable assessment; however it may not exceed the maximum unless the increase is approved by the property owners in accordance with Proposition 218. It is the intent of the City of Rancho Cucamonga to maintain an Operating Reserve which shall not exceed the estimated costs of maintenance and servicing of the improvements prior to December 10 of the fiscal year, or when the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The reserve balance information for the District is as follows: Estimated Fiscal Year Ending June 30, 2015 Reserve Fund Balance $ 843,801.00 Use of Operating Reserve Fund — Fiscal Year 2015/16 (14,670.00) Operating Reserve Contribution — Fiscal Year 2015/16 0.00 Estimated Fiscal Year Ending June 30, 2016 Reserve Fund Balance $ 831,411.00 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services Regular Salaries: This item includes the costs attributed to the salaries of all full-time employees dedicated to maintenance of the District improvements. Part Time Salaries: This item includes the costs attributed to the salaries of all part time employees dedicated to maintenance of the District improvements. Fringe Benefits: This item includes the benefits available to City employees: health care, vacation, sick time, and retirement fund. Operations and Maintenance Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Contract Services: This item includes the contract costs of a landscape maintenance company responsible for the ongoing maintenance of the District improvements. Tree Maintenance: This item includes the contract costs attributed to maintaining the street trees and other trees throughout the District. Utilities - Water: This item includes the costs to furnish water for the landscaping within the District. Landscape Maintenance District No. 10—City of Rancho Cucamonga 10 Fiscal Year 2015/16 Utilities - Electric: This item includes the costs to furnish electricity required for the operation and maintenance of the sprinklers and irrigation controllers. Assessment Administration: This item includes the cost to all particular departments and staff of the City, and consultants for providing the administration, coordination and management of District services, operations, and incidental expenses related to the District. This item also includes creation of an annual engineer's report, resolutions and placing the assessment amounts onto the County tax roll each year, along with responding to any public inquiries and future Proposition 218 balloting proceedings. General Overhead: This item includes the costs of all departments and staff of the City for providing the coordination of District services, inspections, annual bid management, responding to public concerns, public education, accounting, auditing and procedural matters associated with the District. This item also includes an allocation for general City staff time for administrative functions and systems that provide for a functional and operational assessment district within the City's administrative structure. Capital Expenditures: Capital Proiects: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include new monuments, irrigation systems, and other large improvements. Operating Reserve Collection: Operating Reserve Collection: This item includes the amount to be collected to maintain reserves to enable the City to pay for the maintenance and servicing of the improvements prior to December 10 of the fiscal year, or whenever the City expects to receive its apportionment of special assessments and tax collections from the County, whichever is later. The Reserve Fund contribution will continue until such a time the Reserve Fund balance is approximately one half of the annual costs. The fund may be allowed to accumulate in anticipation of any unforeseen expenses not included in the yearly maintenance costs. This may include, but is not limited to, tree replacements, repair of damaged equipment due to vandalism, storms and other similar events. Landscape Maintenance District No. 10—City of Rancho Cucamonga 11 Fiscal Year 2015/16 METHOD OF ASSESSMENT General Pursuant to the 1972 Act and Article XIII D. all parcels that have a special benefit conferred upon them as a result of the maintenance and operation of improvements and services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the maintenance and operation of improvements. The 1972 Act, permits the establishment of assessment districts for the purpose of providing certain public improvements which include the operation, maintenance and servicing of landscaping improvements. Section 22573 of the 1972 Act requires that maintenance assessments must be levied according to benefit rather than according to assessed value. This Section states: "The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefit to be received by each such lot or parcel from the improvements." The determination of whether or not a lot or parcel will benefit from the improvements shall be made pursuant to the Improvement Act of 1911 (Division 7 (commencing with Section 5000) [of the Streets and Highways Code, State of California]." The 1972 Act also permits the designation of zones of benefit within any individual assessment district if "by reasons or variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvement' (Sec. 22547). Article XIII D, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIII D also provides that publicly owned properties must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. The net amount to be assessed may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels. Proposition 218, approved by the voters in November 9996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. General Benefit Section 4 of Article XIII D of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next "separate the general benefits from the special benefits conferred," and only the special benefits can be included in the amount of the assessments imposed. Landscape Maintenance District No. 10-City of Rancho Cucamonga 12 Fiscal Year 2015/16 In this Assessment District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the District and include paseos, street trees, landscaped areas and appurtenant facilities that are located throughout the District and were installed to create a common landscape theme and neighborhood identity for parcels within the District. The improvements are situated within the public rights-of-way of the internal local street network within the District which provides ingress and egress for parcels within the District to access the City's system of arterial streets. City residents and traffic from parcels not within the District do not use the internal local street network or paseos except for the express purpose of accessing properties located within the District, and therefore do not benefit from the improvements. Only parcels which are within the District and proximate to the improvements and within the Assessment District are being assessed. Accordingly, there is a direct physical and visual nexus between each parcel being assessed and the improvements to be funded by the assessment that does not exist for parcels outside of the District boundary and that is particular and distinct from that shared by the public at large. Under these circumstances, all of the benefits conferred are direct and local in nature, and provide a benefit to only those parcels located within the boundaries of the District. Based upon this, it has determined that there is no quantifiable general benefit to the surrounding community and the public in general from the maintenance of the improvements within the boundaries of the District, and therefore no portion of the project costs should be attributed to general benefit. Special Benefit The maintenance and servicing of the improvements within the District (which are described in the Description of Improvements and Services Section of this report) are for the benefit of the properties within the District, and as such confer a special and direct benefit to parcels within the District by: • improving the livability, appearance, and desirability for properties within the boundaries of the District, and • ensuring that improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties within the District, and • providing beautification, shade and overall enhancement to properties within the District. The above mentioned items affect the assessed property in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. They contribute to a specific enhancement of the properties within the District. Since these improvements, including the community trails, were installed and are maintained specifically for the properties within the District; only properties within the District receive a special benefit and are assessed for said maintenance. Method of Assessment Spread Each of the parcels within the District is deemed to receive special benefit from the improvements. Each parcel that has a special benefit conferred upon it as a result of the maintenance and operation of improvements are identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entire costs of the maintenance and operation of the improvements. Landscape Maintenance District No. 10—City of Rancho Cucamonga 13 Fiscal Year 2015/16 To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit ("EBU") method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one Equivalent Benefit Unit (EBU). Every other land-use is converted to EBUs based on an assessment formula that equates to the property's specific development status, type of development (land-use), and size of the property, as compared to a single family home. The following table provides the weighting factors applied to various land- use types, as assigned by County use code, to determine each parcel's EBU assignment. Land-Use Equivalent Dwell in Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential 1.00 Dw iq Unit The use of the latest County Assessor's Secured Roll shall be the basis for the Property Type determination and units/acreage assignments, unless better data is available to the City. In addition, if any parcel within the District is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, the Property Type and EBU assignment shall be based on the correct parcel number and/or new parcel number(s) County use code and subsequent property information. If a single parcel has changed to multiple parcels, the EBU assignment and assessment amount applied to each of the new parcels will be recalculated rather than spread the proportionate share of the original assessment. The following summarizes the Fiscal Year 2015/16 maximum allowable assessment rates for the District: Maximum Allowable Property Type Assessment Rate Actual Assessment Total Total (County Use Codeper EBU Rate per EBU Units/Acres EBUs Single Family Residential $834.27 $711.71 786.00 786.00 The following table reflects both the maximum allowable assessment and the actual assessment rates for each year since the formation of the district and the proposed assessment rate for fiscal year 2015/16 for the District: Landscape Maintenance District No. 10—City of Rancho Cucamonga 14 Fiscal Year 2015/16 Fiscal Year Maximum Assessment per EBU Actual Assessment per EBU 2001/02 $597.09 $597.09 2002/03 613.69 597.09 2003/04 637.75 597.09 2004/05 648.93 597.09 2005/06 675.03 597.09 2006/07 706.54 597.09 2007/08 733.65 616.20 2008/09 757.73 616.20 2009/10 757.73 616.20 2010/11 771.79 616.20 2011/12 794.92 616.20 2012/13 811.01 616.20 2013/14 821.46 616.20 2014/15 830.00 647.01 L. 2015/16 834.27 711.71 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Cost of Living Inflator Each fiscal year beginning with Fiscal Year 2002/2003, the amount of the assessment for the District has increased each year, based upon the Consumer Price Index ("CPI"), All Urban Consumers, for the Los Angeles-Anaheim-San Bernardino Area, as determined by the United States Department of Labor, Bureau of Labor Statistics, or its successor. The Engineer shall compute the percentage difference between the CPI for March of each year and the CPI for the previous March, and shall then adjust the existing assessment by an amount not to exceed such percentage for the following fiscal year. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the Engineer shall use the revised index or a comparable system as approved by the City Council for determining fluctuations in the cost of living. If for any reason the percentage change is negative the maximum allowable assessment would not be decreased by reason of such negative percentage change and would remain at the amount as computed on the previous fiscal year regardless of any CPI adjustment. The annual assessment cannot exceed the actual costs to operate the District in any given year. If operating costs are such that the maximum assessment amount is not needed, the City would levy only what is needed for that year. The actual assessment rate for Fiscal Year 2015/16 will increase from $647.01 to $711.71 per single-family residence, a rate increase of 10% as compared to Fiscal Year 2014/15. Landscape Maintenance District No. 10-City of Rancho Cucamonga 15 Fiscal Year 2015/16 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the County Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 10-City of Rancho Cucamonga 16 Fiscal Year 2015/16 3jsil`�t3� . ^z g3i;!}i3 D o c x v C c 3331¢.4} �! S _ r Cn ✓ 9ljs= Grove Av W 'm c_n ,.. lit 1 ! Carnelian St Vineyard Avj j m A EF I Hellman Av U) j Hellman Av 1 � Archibald Av 1 ! ! Archibald Av ! I Hermosa Av Hermosa Av Haven Av! i Haven Av 1 j 1 j Milliken Av I ..............._.J Milliken Av j Rochester Avj ! Rochester Av Seek BI (4 ! f11 Etiwanda Av Etiwanda Av 1 J j .............. N East Av�_ ! D e�o� I �• o ca D rdi A D1 r_ r U � o `'J Cherry Av s r n C E 0 3 N n V O Landscape Maintenance District No. 10—City of Rancho Cucamonga 17 Fiscal Year 2015/16 ASSESSMENT ROLL Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2015/16 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following tables summarize the Fiscal Year 2015/16 actual assessment for the District: Actual Property Type Assessment Rate Total Total Actual —'County Use Code Per EBU Units/Acres EBUs Assessment Single Family Residential $711.71 786.00 1 786,007 $559,404.06 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no annexations effective for the 2015/16 Fiscal Year. Landscape Maintenance District No. 10—City of Rancho Cucamonga 18 Fiscal Year 2015/16