HomeMy WebLinkAbout15-157 - Resolutions RESOLUTION NO. 15-157
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAM AND
ASSESSMENT, APPROVING THE ANNUAL ENGINEER'S REPORT
AND PROVIDING FOR THE LEVY AND COLLECTION OF
ASSESSMENTS WITHIN PARK AND RECREATION IMPROVEMENT
DISTRICT NO. PD-85 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.15-124 pursuant to the Landscaping and
Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and collect
assessments within Park and Recreation Improvement District No. PD-85 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 as required by the 1972 Act; and
WHEREAS, notice of such public hearing was duly and legally published in the time,
form and manner as required by 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:
SECTION 1: This City Council hereby finds and determines that 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.
SECTION 2: The final assessments and diagram for the proceedings, as contained in
the final Engineer's Report for the District, are hereby approved and confirmed. The
assessments for the District contained in the Engineer's Report for Fiscal Year 2015/2016 are
hereby confirmed and levied upon the respective lots or parcels in the District in the amounts as
set forth in applicable Engineer's Report.
SECTION 3: This City Council finds and determines that the public interest and
convenience requires the levy and collection of assessments within the District for the Fiscal
Year 2015/2016, and said City Council hereby orders that the work, as set forth and described
in said Resolution of Intention No. 15-124, be done and made.
RESOLUTION NO. 15-157 - Page 1 of 3
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. Said filing is to 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. 15-157 - Page 2 of 3
PASSED, APPROVED, AND ADOPTED this 5" day of August 2015.
AYES: Alexander, Kennedy, Michael, Spagnolo, Williams
NOES: None
ABSENT: None
ABSTAINED: None
L. Dennis Michael, Mayor
ATTEST:
nice C. Reynolds, tity 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 511 day of August 2015.
Executed this 61h day of August 2015, at Rancho Cucamonga, California.
6Ai1�/,it
ce C. Reynolds, CiVy Clerk
RESOLUTION NO. 15-157 - Page 3 of 3
Annual Engineer's Report
Fiscal Year 2015/2016
City of Rancho Cucamonga
Parks and Recreation Improvement
District No. PD-85
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Mark A. Steuer, Director of Engineering Services/City Engineer
CITY OF RANCHO CUCAMONGA
PARK AND RECREATION DISTRICT NO. PD-85
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
Christopher Bopko, Management Analyst III
TABLE OF CONTENTS
Authority for Report 1
Findings 1
District Analysis 2
Estimate of Work 3
Method of Spread 6
Annexations 7
Boundary Map 7
AUTHORITY FOR REPORT
This report for the 2015/2016 fiscal year is prepared pursuant to the order of the City Council of
the City of Rancho Cucamonga and in compliance with the requirements of Article 4, Chapter 1,
Landscape and Lighting Act of 1972, being Division 15, Section 22500 of the Streets and
Highways code. Provisions for this annual assessment are included in Chapter 3 of the
Landscape and Lighting Act of 1972.
The purpose of this report is to set forth findings and the assessment analysis for the annual
levy of assessments for the Park and Recreation Improvement District No. PD-85 thereafter
referred to as "the District". This District, using direct benefit assessments, was originally
created to provide funds to finance the cost of construction, maintenance, operation and debt
payment of Heritage Community Park and Red Hill Community Park in the City of Rancho
Cucamonga. Subsequently the debt has been repaid with only the ongoing maintenance and
operation with periodic capital improvement expenditures of the parks remaining.
FINDINGS
Section 22573, Landscape and Lighting Act of 1972, requires assessments to be levied
according to benefit rather than according to assessed value. The 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 benefits to be
received by each such lot or parcel from the improvements."
The means of determining whether or not a parcel will benefit from the improvements is
contained in the Improvement Act of 1911 (Division 7, commencing with Section 5000 of the
Streets and Highways Code, State of California).
The 1972 Act also provides for the classification of various areas within an assessment district
into benefit areas where, by reason of variations in the nature, location, and extent of the
improvements, the various areas will receive differing degrees of all territory receiving
substantially the same degree of benefit from the improvements and may consist of contiguous
or noncontiguous areas.
As the assessments are levied on the bases of benefit, they are considered a user's fee, not a
tax; and, therefore, are not governed by Article XIIIA. Properties owned by public agencies,
such as a city, county, state, or the federal governments is not assessable without the approval
of the particular agency and, normally, are not assessed. Certain other parcels used for railroad
mainline right-of-way, public utility transmission right-of-way, and common areas are also
exempt from assessment.
The assessment for mobile home parks will be based upon underlying lot acreage.
Parks and Recreation Improvement District No. PD-85—City of Rancho Cucamonga 1
Fiscal Year 2015/16
DISTRICT ANALYSIS
A. District Boundary
The district includes all of the City of Rancho Cucamonga with the general exception of
land east of Deer Creek Channel and the Victoria, Caryn & Terra Vista Planned
Communities.
All parcels of real property affected are more particularly described in maps prepared in
accordance with Section 327 of the Revenue and Taxation Code, which are on file in the
office of the San Bernardino County Assessor in the Hall of Records, 172 West Third
Street, San Bernardino, California and which are hereby made a part hereof by
reference.
B. District Name
City of Rancho Cucamonga Park and Recreation Improvement District No. PD — 85.
C. Facilities
The existing works within the District boundary are generally described as follows:
1. The maintenance and operation of Heritage Community Park including, but not
limited to, grading, planting, irrigation, onsite roads, sidewalks, parking lots,
lighting, restrooms, equestrian facilities, playground equipment, picnic facilities,
athletic facilities, and walking, jogging and equestrian trails and sanitary sewer
connections.
2. The maintenance and operation of Red Hill Community Park including, but not
limited to, grading, planting, irrigation, onsite roads, sidewalks, parking lots,
lighting, waterscape, restrooms, senior citizens facilities, playground equipment,
picnic facilities, major lighted athletic facilities, jogging trail, sanitary sewer
connections and onsite drainage inlets.
Parks and Recreation Improvement District No. PD-85—City of Rancho Cucamonga 2
Fiscal Year 2015/16
ESTIMATE OF WORK
The Landscaping and Lighting Act of 1972 permits carrying forward surpluses or recovering
deficits in subsequent fiscal years. Costs for the district will be reviewed annually. Any surplus
credited against assessment or any deficits shall be included in the assessment for the following
fiscal year.
Proposed Maintenance Budget:
Personnel Services
Regular Salaries $326,720.00
Overtime Salaries 3,680.00
Part Time Salaries 0.00
Fringe Benefits 153.270.00
Subtotal $483,670.00
Operations & Maintenance
Operations & Maintenance $74,310.00
Operations & Maintenance - Facilities 2,500.00
Vehicle Operations & Maintenance 0.00
Emergency Equipment & Veh. Rntl 0.00
Equip Operations & Maint. 8,000.00
Contract Services 84,590.00
Contract Services/Facilities 0.00
Tree Maintenance 18,200.00
Telephone Utilities 8,450.00
Water Utilities 215,590.00
Electric Utilities 103,910.00
Assessment Administration 153,430.00
Admin./General Overhead 115,780.00
Subtotal $784,760.00
Capital Outlay
Capital Outlay - Improv. Other than Bldg 0.00
Subtotal 0.00
Total PD-85 Expenditure Budget $1,268,430.00
--------------------------------------------------------------------------------------------------
Projected Revenue (includes projected $1,256,470.00
delinquencies and interest & penalties)
Operating Reserve Contribution 11,960.00
Total PD 85 Revenue Budget $1268,430.00
Total District Assessment $1,156.920.00
Total District Parcel Count 27,569
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.
Parks and Recreation Improvement District No. PD-85-City of Rancho Cucamonga 3
Fiscal Year 2015/16
The actual assessment will be based on the estimated costs of maintenance, available fund
balance and 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 Opening 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 $832,788.00
Use of Operating Reserve — Fiscal Year 2015/16 11,960.00
Operating Reserve Contribution — Fiscal Year 2015/16 0.00
Estimated Fiscal Year Ending June 30, 2016 Reserve Fund $820,828.00
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.
Overtime Salaries: This item includes costs attributed to work performed by full-time
employees over and above their normal scheduled hours.
Part Time Salaries: This item includes the costs attributed to the salaries of all part time
employees dedicated to maintenance of the parks improvements.
Fringe Benefits: This item includes the benefits available to City employees: health care,
vacation, sick time, and retirement fund.
Operations and Maintenance
Contract Services: This item includes the contract costs of a landscape maintenance company
responsible for the ongoing maintenance of the parks improvements.
Tree Maintenance: This item includes the contract costs attributed to maintaining the street
trees and other trees throughout the parks.
Utilities —Water: This item includes the costs to furnish water for the landscaping and parks.
Utilities — Electric: This item includes the costs to furnish electricity required for the operation
and maintenance of the parks lighting, 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
Parks and Recreation Improvement District No. PD-8S—City of Rancho Cucamonga 4
Fiscal Year 2015/16
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
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.
Parks and Recreation Improvement District No. PD-85—City of Rancho Cucamonga 5
Fiscal Year 2015/16
METHOD OF SPREAD
The Landscaping and Lighting Act of 1972 indicates that assessments may be apportioned by
any formula or method which fairly distributes costs among all lots or parcels within the District
in proportion to the estimated benefit received.
A. Definitions
The District is divided into three categories for the purpose of determining the
assessments as follows:
CATEGORY A — includes parcels based on the number of existing residential units
within certain ranges of parcel size.
CATEGORY B — includes all parcels not defined in Category A or Category C
CATEGORY C — includes exempt parcels. Exempt parcels are those parcels listed by
the County Assessor's as exempt and/or which have an assessed value of less than
$500.
B. Formula
The assessment formula is based on actual land use information contained in the
current San Bernardino Assessor's computer files and Assessor's parcel maps.
Category A:
All parcels containing existing residential dwelling units and meeting the following
conditions.
Parcel Size/Range Dwelling Units/Parcel
Less than 1.5 Acres and 1 or more dwelling units
1.51 to 3.5 Acres and 2 or more dwelling units
3.51 to 7.0 Acres and 4 or more dwelling units
7.01 to 14.0 Acres and 8 or more dwelling units
14.01 to 25 Acres and 15 or more dwelling units
25.01 Acres and larger 26 or more dwelling units
Category A is based on the number of existing residential units.
Category B: All parcels not defined in Category A or Category C.
Category C: All exempt parcels as defined below:
1. All properties currently tax exempt;
2. All public ownership;
Parks and Recreation Improvement District No. PD-85—City of Rancho Cucamonga 6
Fiscal Year 2015/16
3. Railroad mainline rights-of-way;
4. Major utility transmission rights-of-way;
5. Mineral rights;
6. Parcels so small they currently cannot be built upon;
7. All normally assessable parcels within an assessed valuation of less than $500
and 1.5 acres or less; and,
C. Summary of Preliminary Assessment Amounts
Category A:
The preliminary estimated assessment rate, which will be levied during fiscal year
2015/2016, is $31.00 per residential dwelling unit for those parcels in Category A.
Category A parcels containing more than one residential dwelling unit will be assessed
for an amount equal to $31.00 times the number of residential dwelling units.
Category B:
The assessment, which may be levied for parcels within Category B during fiscal year
2015/2016, shall be according to the following schedule:
Definition Assessment Per Parcels
Single Family Residential $31.00
Multi-Family Residential $31.00
Less than 1.5 Acres $15.50
1.51 Acres to 3.50 Acres $46.50
3.51 Acres to 7.0 Acres $108.50
7.01 Acres to 14.0 Acres $217.00
14.01 Acres to 25.0 Acres $434.00
25.01 Acres and larger $775.00
Category C:
The assessment shall be $0.00 for Category C parcels.
Annexations
There were no annexations effective for the 2015/16 Fiscal Year.
Boundary Map
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.
Parks and Recreation Improvement District No. PD-85-City of Rancho Cucamonga 7
Fiscal Year 2015/16
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Parks and Recreation Improvement District No. PD-85—City of Rancho Cucamonga 8
Fiscal Year 2015/16