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HomeMy WebLinkAbout2020/06/17- Agenda PacketAGENDA FIRE PROTECTION DISTRICT BOARD -HOUSING SUCCESSOR AGENCY - SUCCESSOR AGENCY - PUBLIC FINANCE AUTHORITY - CITY COUNCIL Wednesday, June 17, 2020 10500 Civic Center Drive Rancho Cucamonga, CA 91730 REGULAR MEETINGS: 1st and 3rd Wednesdays - 7:00 P.M. ORDER OF BUSINESS: CLOSED SESSION TRI -COMMUNITIES CONFERENCE ROOM 4:30 P.M. REGULAR MEETINGS COUNCIL CHAMBERS 7:00 P.M. MEMBERS: MAYOR L. Dennis Michael CITY MANAGER John R. Gillison MAYOR PRO TEM Lynne B. Kennedy CITYATTORNEY James L. Markman COUNCIL Ryan A. Hutchison CITY CLERK Janice C. Reynolds MEMBERS Kristine D. Scott CITY TREASURER James C. Frost Sam Spagnolo In response to the Governor's Executive Orders, the San Bernardino County Department of Public Health requirements, and to ensure the health and safety of our residents by limiting contact that could spread the COVID-19 virus, there will be no members of the public in attendance at the City Council/Fire District Meetings. Members of the City Council/Fire District and staff may participate in this meeting via a teleconference. In place of in-person attendance, members of the public are encouraged to watch from the safety of their homes in one of the following ways: Live Streaming on the City's website at https://www.cityofrc.us/your-government/city-council-agendas or Local Cable: RCTV3 Programming Members of the public wishing to speak during public communication, or a public hearing will need to dial in to (909)774-2751 to be added to the queue for public comment. The City of Rancho Cucamonga thanks you in advance for taking all precautions to prevent spreading the COVID-19 virus. If you are an individual with a disability and need a reasonable modification or accommodation pursuant to the Americans with Disabilities Act ("ADA"), please contact the City Clerk's Office at (909) 774-2023, 24 hours prior to the meeting so that the City can make reasonable arrangements. Page 1 INFORMATION FOR THE PUBLIC �FiQ OUCAMONGA TO ADDRESS THE FIRE BOARD, HOUSING SUCCESSOR AGENCY, SUCCESSOR AGENCY, PUBLIC FINANCE AUTHORITY AND CITY COUNCIL The Fire Board, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council encourage free expression of all points of view. To allow all persons to speak, given the length of the Agenda, please keep your remarks brief. If others have already expressed your position, you may simply indicate that you agree with a previous speaker. If appropriate, a spokesperson may present the views of your entire group. To encourage all views and promote courtesy to others, the audience should refrain from clapping, booing or shouts of approval or disagreement from the audience. The public may address the Fire Board, Housing Successor Agency, Successor Agency, Public FinanceAuthority and City Council by filling out a speaker card and submitting it to the City Clerk. The speaker cards are located on the wall at the back of the Chambers, at the front desk behind the staff table and at the City Clerk's desk. Any handouts for the Fire Board, Successor Agency, Public Finance Authority or City Council should be given to the City Clerk for distribution. During "Public Communications," your name will be called to speak on any item listed or not listed on the agenda in the order in which it was received. The "Public Communications" period will not exceed one hour prior to the commencement of the business portion of the agenda. During this one hour period, all those who wish to speak on a topic contained in the business portion of the agenda will be given priority, and no further speaker cards for these business items (with the exception of public hearing items) will be accepted once the business portion of the agenda commences. Any other "Public Communications" which have not concluded during this one-hour period may resume after the regular business portion of the agenda has been completed. Comments are to be limited to five minutes per individual or less, as deemed necessary by the Chair, depending upon the number of individuals desiring to speak. If you are present to speak on an "Advertised Public Hearing" or on an "Administrative Hearing" Item(s), your name will be alled when that item is being discussed, in the order in which it was received. Comments are to be limited to five minutes per individual or less, as deemed necessary by the Chair, depending upon the number of individuals desiring to speak. AGENDA BACK-UP MATERIALS Staff reports and back-up materials for agenda items are available for review at the City Clerk's counter, the City's Public Libraries and on the City's website. A complete copy of the agenda is also available at the desk located behind the staff table during the Council meeting. LIVE BROADCAST Fire Board, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council meetings are broadcast live on Channel 3 for those with cable television access. Meetings are rebroadcast on the second and fourth Wednesdays of each month at 7:00 p.m. Streaming Video on Demand is available on the City's website at www.cityofrc.us/your-government/city-council-agendas. The Fire Board, Successor Agency, Public Finance Authority and City Council meet regularly on the first and third Wednesday of the month at 7:00 p.m. in the Council Chambers located at 10500 Civic Center Drive. Members of the City Council also sit as the Fire Board, Housing Successor Agency, Successor Agency, and Public Finance Authority. Copies of the agendas and minutes can be found @ www.cityofrc.us If you need special assistance or accommodations to participate in this meeting, please contact the City Clerk's office at (909) 477-2700. Notification of 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility. Listening devices are available for the hearing impaired. Please silence all cell phones and devices while the meeting is in session. Page 2 JUNE 17, 2020 FIRE PROTECTION DISTRICT, SUCCESSOR AGENCY, HOUSING SUCCESSOR AGENCY, PUBLIC FINANCE AUTHORITY AND CITY COUNCIL AGENDA CLOSED SESSION - 4:30 P.M. Roll Call: Mayor Michael Mayor Pro Tem Kennedy Council Members Hutchison, Scott, Spagnolo A. ANNOUNCEMENT OF CLOSED SESSION ITEM(S) B. PUBLIC COMMUNICATIONS ON CLOSED SESSION ITEM(S) C. CITY MANAGER ANNOUNCEMENTS D. CONDUCT OF CLOSED SESSION - Tri -Communities Conference Room D.1. CONFERENCE WITH LABOR NEGOTIATOR ROBERT NEIUBER, HUMAN RESOURCES DIRECTOR PER GOVERNMENT CODE SECTION 54954.2 REGARDING LABOR NEGOTIATIONS WITH THE RANCHO CUCAMONGA CITY EMPLOYEES ASSOCIATION (RCCEA), TEAMSTERS LOCAL 1932 AND EXECUTIVE MANAGEMENT GROUP. — CITY D.2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY GENERALLY LOCATED AT THE NORTH EAST CORNER OF ARROW ROUTE AND ROCHESTER AVENUE IDENTIFIED AS PARCEL NUMBER 0229- 012-97-0000; NEGOTIATING PARTIES JOHN GILLISON, CITY MANAGER REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND JACKSON SMITH, NEWCASTLE PARTNERS.; REGARDING PRICE AND TERMS. -CITY D.3. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY LOCATED AT 8810 ETIWANDA AVENUE, FURTHER IDENTIFIED AS SAN BERNARDINO COUNTY TAX ASSESSOR'S PARCEL NUMBER 0229- 131-07; NEGOTIATING PARTIES, JOHN GILLISON, CITY MANAGER, REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND WILLIAM A. JONES AND JOAN F. JONES, TRUSTEES OF THE JONES FAMILY TRUST OF 2010, AS TO AN UNDIVIDED 2/3 INTEREST AND BONNIE CATHRYN STRACK & WILLIAM R. RUSHING, AS SUCCESSOR TRUSTEE OF THE STRACK FAMILY TRUST, DATED MARCH 13, 2014, AS TO AN UNDIVIDED 1/3 INTEREST, OWNERS; REGARDING PRICE AND TERMS - CITY E. RECESS CLOSED SESSION TO RECESS TO THE REGULAR FIRE PROTECTION DISTRICT, HOUSING SUCCESSOR AGENCY, SUCCESSOR AGENCY, PUBLIC FINANCE AUTHORITY, AND CITY COUNCIL MEETINGS AT 7:00 P.M. IN THE COUNCIL CHAMBERS AT CITY HALL, LOCATED AT 10500 CIVIC CENTER DRIVE, RANCHO CUCAMONGA, CALIFORNIA. Page 3 REGULAR MEETING - 7:00 P.M. COUNCIL CHAMBERS THE REGULAR MEETINGS OF THE FIRE PROTECTION DISTRICT, HOUSING SUCCESSOR AGENCY, SUCCESSOR AGENCY, PUBLIC FINANCE AUTHORITY, AND CITY COUNCIL WILL BE CALLED TO ORDER. IT IS THE INTENT TO CONCLUDE THE MEETINGS BY 10:00 P.M., UNLESS EXTENDED BY CONCURRENCE OF THE FIRE BOARD, AGENCIES, AUTHORITY BOARD AND COUNCIL. Pledge of Allegiance Roll Call: Mayor Michael Mayor Pro Tem Kennedy Council Members Hutchison, Scott and Spagnolo A. ANNOUNCEMENT/ PRESENTATIONS B. PUBLIC COMMUNICATIONS This is the time and place for the general public to address the Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority Board, and City Council on any item listed or not listed on the agenda. State law prohibits the Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority Board, and City Council from addressing any issue not previously included on the Agenda. The Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority Board, and City Council may receive testimony and set the matter for a subsequent meeting. Comments are to be limited to five minutes per individual or less, as deemed necessary by the Mayor, depending upon the number of individuals desiring to speak. All communications are to be addressed directly to the Fire Board, Agencies, Successor Agency, Authority Board, or City Council not to the members of the audience. This is a professional business meeting and courtesy and decorum are expected. Please refrain from any debate between audience and speaker, making loud noises, or engaging in any activity which might be disruptive to the decorum of the meeting. The public communications period will not exceed one hour prior to the commencement of the business portion of the agenda. During this one hour period, all those who wish to speak on a topic contained in the business portion of the agenda will be given priority, and no further speaker cards for these business items (with the exception of public hearing items) will be accepted once the business portion of the agenda commences. Any other public communications which have not concluded during this one hour period may resume after the regular business portion of the agenda has been completed. CONSENT CALENDARS: The following Consent Calendar items are expected to be routine and non -controversial. They will be acted upon by the Fire Board/Housing Successor Agency/Successor Agency/Authority Board/Council at one time without discussion. Any item may be removed by a Fire Board/Housing Successor Agency/Successor Agency/Authority Board/Council Member for discussion. C. CONSENT CALENDAR — FIRE PROTECTION DISTRICT C.1. Consideration of Meeting Minutes: Regular Meetings of June 3, 2020. C.2. Consideration to Approve Bi -Weekly Payroll in the Amount of $603,745.44 and Weekly Check Registers (Excluding Checks Issued to Southern California Gas Company) in the Amount of $853,318.95 Dated May 26, 2020 Through June 07, 2020. C.3. Consideration to Approve Weekly Check Registers for Checks Issued to Southern California Gas Company in the Amount of $489.95 Dated May 26, 2020 Through June 07, 2020. CA. Consideration to Receive and File Current Investment Schedule as of May 31, 2020. C.5. Consideration of a Resolution Approving the Annual Local Responsibility Area Wildland Protection Agreement with the California Department of Forestry and Fire Protection in the Amount of $194,745. RESOLUTION NO. FD2020-004 Page 4 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, APPROVING THE LOCAL RESPONSIBILITY AREA WILDLAND PROTECTION AGREEMENT WITH THE CALIFORNIA DEPARTMENT OF FORESTRY AND FIRE PROTECTION (CAL FIRE) FOR SERVICES FROM JULY 1, 2020 TO JUNE 30, 2021 C.6. Consideration to Adopt a Resolution Approving the Rancho Cucamonga Fire Protection District's Salary Schedules for Fiscal Year 2020-21, Including the Addition of Fire Business Manager Classification. RESOLUTION NO. FD 2020-005 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE SALARY SCHEDULES FOR FISCAL YEAR 2020-21, INCLUDING THE ADDITION OF FIRE BUSINESS MANAGER CLASSIFICATION D. CONSENT CALENDAR - HOUSING SUCCESSOR AGENCY D.1. Consideration of Meeting Minutes: Regular Meetings of June 3, 2020. E. CONSENT CALENDAR - SUCCESSOR AGENCY E.1. Consideration of Meeting Minutes: Regular Meetings of June 3, 2020. F. CONSENT CALENDAR - PUBLIC FINANCE AUTHORITY F.1. Consideration of Meeting Minutes: Regular Meetings of June 3, 2020. G. CONSENT CALENDAR- CITY COUNCIL G.1. Consideration of Meeting Minutes: Regular Meetings of June 3, 2020. G.2. Consideration to Approve Bi -Weekly Payroll in the Amount of $998,411.77 and Weekly Check Registers (Excluding Checks Issued to Southern California Gas Company) in the Amount of $1,921,139.67 Dated May 26, 2020 Through June 07, 2020 . G.3. Consideration to Approve Weekly Check Registers for Checks Issued to Southern California Gas Company in the Amount of $9,622.17 Dated May 26, 2020 Through June 07, 2020. GA. Consideration to Receive and File Current Investment Schedule as of May 31, 2020. G.5. Consideration of Approval of Resolutions Ordering the Preparation of the Annual Engineer's Reports to Initiate Proceedings to Levy Annual Assessments; Approving the Preliminary Annual Engineer's Reports; and Declaring the City Council's Intention to Levy Annual Assessments Within Landscape Maintenance Districts Nos. 1, 2, 3B, 4-R, 5, 6-R, 7, 8, 9, and 10; Street Lighting Maintenance Districts Nos. 1, 2, 3, 4, 5, 6, 7, and 8; and Park and Recreation Improvement District No. PD -85 for Fiscal Year 2020/21; and Setting the Time and Place for a Public Hearing Thereon. RESOLUTION NO. 2020-044 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE PREPARATION OF ANNUAL ENGINEER'S REPORTS PURSUANT TO THE PROVISIONS OF THE ASSESSMENT LAW FOR PROCEEDINGS FOR THE ANNUAL ASSESSMENT LEVY WITHIN LANDSCAPE MAINTENANCE DISTRICTS NOS. 1, 2,313, 4-R, 5,6-R, 7, 8, 9 AND 10, INCLUSIVE, FOR FISCAL YEAR 2020/21 RESOLUTION NO. 2020-045 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE PRELIMINARY ANNUAL ENGINEER'S REPORTS FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN LANDSCAPE MAINTENANCE DISTRICTS NOS. 1, 2,313, 4-R, 5,6-R, 7, 8, 9 AND 10, INCLUSIVE, FOR FISCAL YEAR 2020/21 RESOLUTION NO. 2020-046 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2020/21 IN LANDSCAPE MAINTENANCE DISTRICTS NOS. 1, 2,313, 4-R, 5,6-R, 7, 8, 9 AND 10, INCLUSIVE, AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON Page 5 RESOLUTION NO. 2020-047 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE PREPARATION OF ANNUAL ENGINEER'S REPORTS PURSUANT TO THE PROVISIONS OF THE ASSESSMENT LAW FOR PROCEEDINGS FOR THE ANNUAL ASSESSMENT LEVY WITHIN STREET LIGHTING MAINTENANCE DISTRICTS NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, INCLUSIVE, FOR FISCAL YEAR 2020/21 RESOLUTION NO. 2020-048 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE PRELIMINARY ANNUAL ENGINEER'S REPORTS FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN STREET LIGHTING MAINTENANCE DISTRICTS NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, INCLUSIVE, FOR FISCAL YEAR 2020/21 RESOLUTION NO. 2020-049 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2020/21 IN STREET LIGHTING MAINTENANCE DISTRICTS NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, INCLUSIVE, AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON RESOLUTION NO. 2020-050 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE PREPARATION OF THE ANNUAL ENGINEER'S REPORT PURSUANT TO THE PROVISIONS OF THE ASSESSMENT LAW FOR PROCEEDINGS FOR THE ANNUAL ASSESSMENT LEVY WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD -85 FOR FISCAL YEAR 2020/21 RESOLUTION NO. 2020-051 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE PRELIMINARY ANNUAL ENGINEER'S REPORT FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD -85 FOR FISCAL YEAR 2020/21 RESOLUTION NO. 2020-052 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2020/21 WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD -85 AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON G.6. Consideration of Reimbursement for the Etiwanda/San Sevaine Area Master Plan Drainage Improvements Program for Fiscal Year 2018/2019 and an Appropriation of $9,612 From the Etiwanda/San Sevaine Drainage Fund (Fund 116). G.7. Consideration of a Contract with C.P. Construction Company, Inc., in an Amount of $2,707,577, Plus a 10% Contingency, and Authorization of an Appropriation in an Amount of $3,208,690 for the Upper Cucamonga Storm Drain Phase 3 and Amethyst Avenue Street Improvements Project. G.B. Consideration of a Contract with Elecnor Belco Electric, Inc., in an Amount of $285,000, Plus a 5% Contingency, and Authorization of an Appropriation in an Amount of $64,860 for the Fiscal Year 2019/20 Flashing Yellow Arrow Project. G.9. Consideration of a Contract with TSR Construction and Inspection in an Amount of $54,178, Plus a 10% Contingency, and Authorization of an Appropriation in an Amount of $6,100 for the Fiscal Year 2019/20 Bus Stop No. 1-5 at Various Locations Project. G.10. Consideration of a Contract with MVC Enterprises Inc., in an Amount of $547,200, Plus a 10% Contingency, and an Appropriation in the Amount of $164,190 for the Southwest Cucamonga Class I Bicycle Trail, MSRC Contract No. ML16052 Project. G.11. Consideration of a Contract with Crosstown Electrical & Data, Inc., in an Amount of $1,138,293, plus a 10% Contingency, and an Appropriation in the Amount of $1,047,870 and Authorization of Budget Transfer in an Amount of $328,100 for the Fiscal Year 19/20 Traffic Signal Project. G.12. Consideration of a Contract with Whitehead Construction in an Amount of $42,300, Plus a 10% Contingency for the Pacific Electric Trail Storm Drain and Slope Improvement Project. Page 6 G.13. Consideration to Approve the Renewal of Contract CO 15-103 with Siemens Mobility, Inc. for Citywide Traffic Signal and Safety Lighting Maintenance Services during FY 2020/2021. G.14. Consideration to Award the Purchase of Concrete Materials on an As -Needed Basis from DK Concrete Company, in Accordance with Request for Bids (RFB) #20/21-101, in an Amount Not to Exceed $65,000 for Fiscal Year 2020/2021. G.15. Consideration to Adopt a Resolution of the City Council of the City of Rancho Cucamonga, California, Approving the Salary Schedules for Fiscal Year 2020-21, Including a Part -Time Employee Benefit Summary. RESOLUTION NO. 2020-057 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE SALARY SCHEDULES FOR FISCAL YEAR 2020-21, INCLUDING A PART-TIME EMPLOYEE BENEFIT SUMMARY G.16. Consideration to Proceed with the Biennial Review of the Conflict of Interest Code for the City Council and Fire Protection District and authorize the filing of the 2020 Local Agency Biennial Notice. G.17. Consideration to Approve an Award to SHI International Corp. for Server Logging Licensing. G.18. Consideration to Approve a Resolution Modifying Paying and Reporting the Value of Employer Paid Member Contributions to CALIPERS for the Executive Management Group. RESOLUTION NO. 2020-058 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, MODIFYING PAYING AND REPORTING THE VALUE OF EMPLOYER PAID MEMBER CONTRIBUTIONS TO CALPERS FOR EXECUTIVE MANAGEMENT GROUP H. CONSENT ORDINANCES The following Ordinances have been introduced for first reading. Second readings are expected to be routine and non -controversial. The City Council will act upon them at one time without discussion. The City Clerk will read the title. Any item can be removed for discussion by a Council Member. I. ADMINISTRATIVE HEARING ITEM J. ADVERTISED PUBLIC HEARINGS - CITY COUNCIL/FIRE PROTECTION DISTRICT J.1. Public Hearing for an Ordinance Regulating Short Term Rentals and a Resolution Establishing Associated Permit Fees. ITEM WILL BE CONTINUED TO JULY 15, 2020 CITY COUNCIL MEETING. J.2. Public Hearing for Consideration of a Resolution for Implementation of Senate Bill 743 By Adopting Vehicle Miles Traveled Threshold and Local Traffic Impact Analysis Guidelines. RESOLUTION NO. 2020-056 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ADOPTING "VEHICLE MILES TRAVELED" THRESHOLDS OF SIGNIFICANCE FOR PURPOSES OF ANALYZING TRANSPORTATION IMPACTS UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT K. CITY MANAGER'S STAFF REPORTS L. COUNCIL BUSINESS L.1. COUNCIL ANNOUNCEMENTS (Comments to be limited to three minutes per Council Member.) L.2. INTER -AGENCY UPDATES (Update by the City Council to the community on the meetings that were attended.) M. IDENTIFICATION OF ITEMS FOR NEXT MEETING N. ADJOURNMENT Page 7 CERTIFICATION I, Linda A. Troyan, MMC, City Clerk Services Director of the City of Rancho Cucamonga, or my designee, hereby certify under penalty of perjury that a true, accurate copy of the foregoing agenda was posted on at least Seventy -Two (72) hours prior to the meeting per Government Code 54954.2 at 10500 Civic Center Drive, Rancho Cucamonga, California and on the City's website. Page 8 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Linda A. Troyan, City Clerk Services Director SUBJECT: CONSIDERATION OF MEETING MINUTES: REGULAR MEETINGS OF JUNE 3, 2020. RECOMMENDATION: Staff recommends approval of the Meeting Minutes of Regular Meetings of June 3, 2020. BACKGROUND: N/A ANALYSIS: N/A FISCAL IMPACT: N/A COUNCIL GOAL(S) ADDRESSED: N/A ATTACHMENTS: Description Attachment 1 - 06/03/2020 REG MTG. MINUTES Page 9 June 3, 2020 CITY OF RANCHO CUCAMONGA CLOSED SESSION, FIRE PROTECTION DISTRICT, HOUSING SUCCESSOR AGENCY, SUCCESSOR AGENCY, PUBLIC FINANCE AUTHORITY AND CITY COUNCIL REGULAR MEETINGS MINUTES The City of Rancho Cucamonga City Council held a closed session on Wednesday June 3, 2020, in the Tri - Communities Conference Room at the Civic Center, 10500 Civic Center Drive, Rancho Cucamonga, California. Mayor Michael called the meeting to order at 5:00 p.m. Present were Council Members: Ryan Hutchison, Kristine Scott, Sam Spagnolo, and Mayor Pro Tem Lynne Kennedy and Mayor L. Dennis Michael. Also present were: John Gillison, City Manager; Nicholas Ghirelli, Assistant City Attorney; Lori Sassoon, Deputy City Manager/Administrative Services; Elisa Cox, Deputy City Manager/Cultural & Civic Services and Matt Burris, Deputy City Manager/Economic and Community Development. No public communications were made. No discussion or actions were taken. City Manager Gillison requested the Council add an item to the Closed Session agenda. Mr. Gillison noted the issue came to his attention after the agenda was posted and that an emergency public safety situation exists. The item is titled: Public Employee Performance Evaluation Per Government Code Section 54957 (Title: City Manager). A 4/5 vote of Council present would be required to add the item to the agenda. MOTION: Moved by Mayor Pro Tem Kennedy, seconded by Council Member Scott, to add D6 to the agenda as the need to take action exists due to an emergency public safety situation and the item came to the attention of the City after the agenda was posted. Motion carried unanimously, 5-0. *DRAFT* June 3, 20201 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes City of Rancho Cucamonga I Page 1 of 7 Page 10 D.1. CONFERENCE WITH LABOR NEGOTIATOR ROBERT NEIUBER, HUMAN RESOURCES DIRECTOR PER GOVERNMENT CODE SECTION 54954.2 REGARDING LABOR NEGOTIATIONS WITH THE RANCHO CUCAMONGA CITY EMPLOYEES ASSOCIATION (RCCEA), TEAMSTERS LOCAL 1932 AND EXECUTIVE MANAGEMENT GROUP. — CITY D.2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY GENERALLY LOCATED AT THE RANCHO CUCAMONGA METROLINK STATION IDENTIFIED AS PARCEL NUMBERS 0209-272-11, 0209-143-21, AND 0209-272-22; NEGOTIATING PARTIES CITY MANAGER JOHN GILLISON, CITY MANAGER, REPRESENTING THE CITY OF RANCHO CUCAMONGA, CARRIE SCHINDLER REPRESENTING SBCTA, AND MICHAEL DIEDEN REPRESENTING EMPIRE YARDS AT RANCHO, LLC; REGARDING PRICE AND TERMS. — CITY D.3. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY GENERALLY LOCATED AT THE NORTH EAST CORNER OF ARROW ROUTE AND ROCHESTER AVENUE IDENTIFIED AS PARCEL NUMBER 0229- 012-97-0000; NEGOTIATING PARTIES JOHN GILLISON, CITY MANAGER REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND JACKSON SMITH, NEWCASTLE PARTNERS.; REGARDING PRICE AND TERMS. -CITY D.4. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY LOCATED AT 8783 ETIWANDA AVENUE/12949 WHITTRAM AVENUE, FURTHER IDENTIFIED AS SAN BERNARDINO COUNTY TAX ASSESSOR'S PARCEL NUMBER 0229-162-14; NEGOTIATING PARTIES, JOHN GILLISON, CITY MANAGER, REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND KULAR TRUCK LINE, INC., OWNER; REGARDING PRICE AND TERMS — CITY D. 5. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY LOCATED AT 8810 ETIWANDA AVENUE, FURTHER IDENTIFIED AS SAN BERNARDINO COUNTY TAX ASSESSOR'S PARCEL NUMBER 0229- 131-07; NEGOTIATING PARTIES, JOHN GILLISON, CITY MANAGER, REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND WILLIAM A. JONES AND JOAN F. JONES, TRUSTEES OF THE JONES FAMILY TRUST OF 2010, AS TO AN UNDIVIDED 2/3 INTEREST AND BONNIE CATHRYN STRACK & WILLIAM R. RUSHING, AS SUCCESSOR TRUSTEE OF THE STRACK FAMILY TRUST, DATED MARCH 13, 2014, AS TO AN UNDIVIDED 1/3 INTEREST, OWNERS; REGARDING PRICE AND TERMS - CITY D6. PUBLIC EMPLOYEE PERFORMANCE EVALUATION PER GOVERNMENT CODE SECTION 54957 (TITLE: CITY MANAGER) The closed session recessed at 6:50 p.m *DRAFT* June 3, 20201 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes City of Rancho Cucamonga I Page 2 of 7 Page 11 The regular meetings of the Rancho Cucamonga Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and the City of Rancho Cucamonga City Council were held on June 3, 2020 in the Council Chambers at City Hall, located at 10500 Civic Center Drive, Rancho Cucamonga, California. Mayor Michael called the meeting to order at 7:00 p.m. Present were Council Members: Ryan Hutchison, Kristine Scott, Sam Spagnolo, and Mayor Pro Tem Lynne Kennedy and Mayor L. Dennis Michael. Also present were: John Gillison, City Manager; Nicholas Ghirelli, Assistant City Attorney and Linda Troyan, Director of City Clerk Services. Council Member Scott led the Pledge of Allegiance. Responding to the spread of the Coronavirus (COVID-19), and social distancing requirements, City Manager Gillison announced that due to recent changes in the Governor's Executive Orders, the San Bernardino County Department of Public Health requirements, and to ensure the health and safety of Rancho Cucamonga residents by limiting contact that could spread the COVID-19 virus, there will be no members of the public in attendance at the City Council/Fire District Meetings and in place of in person attendance, members of the public are encouraged to watch from the safety of their homes live from the City's website or on RCTV-3. He stated members of the public wishing to speak during public communication, or on a public hearing item will need to dial in to (909)774-2751 to be added to the queue for comment. Additional information on the Coronavirus pandemic and City resources and updates can be found at www.cityofrc.us/coronavirus. Al. Presentation of City and Chamber of Commerce ShopRC Initiative. Flavio Nunez, Management Analyst II, displayed a video for the Mayor and City Council entitled "Shop RC". The video highlighted the partnership between the City and the Rancho Cucamonga Chamber of Commerce. Flora Dugbartey, Executive Director of the Rancho Cucamonga Chamber of Commerce and Robert Hufnagel, Board Member of the Rancho Cucamonga Chamber of Commerce expressed their appreciation in the "ShopRC" initiative partnership to work together to promote the business community and boost the local economy by encouraging residents to shop local. Mayor Michael announced, due to COVID-19 and social distancing requirements, the Public Communications portion of the meeting will be conducted telephonically. Via phone call, Kevin Kenley thanked the City and the Rancho Cucamonga Police Department for their outstanding work in keeping the community safe during recent events. *DRAFT* June 3, 20201 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes City of Rancho Cucamonga I Page 3 of 7 Page 12 Via phone call, RSS thanked the City for keeping the Community safe and the efforts in protecting the Victoria Gardens area during recent events. City Manager Gillison, noted that City Consent Calendar item G8 has a typographical change that is non -substantive with no need for a new staff report. He noted that staff recommends item G8 be approved with the update to reflect the change that relates to SBCTA's overall total project cost reducing from $6,982,439 to $6,131,664. C.1. Consideration of Meeting Minutes: Regular Meetings of May 20, 2020. C.2. Consideration to Approve Bi -Weekly Payroll in the Amount of $580,977.73 and Weekly Check Registers (Excluding Checks Issued to Southern California Gas Company) in the Amount of $307,072.14 Dated May 11, 2020 Through May 25, 2020 and Electronic Debit Register for the Month of April in the Amount of $3,082,819.56. C.3. Consideration to Approve Weekly Check Registers for Checks Issued to Southern California Gas Company in the Amount of $422.06 Dated May 11, 2020 Through May 25, 2020. CA. Consideration to Approve the Renewal of Contract CO 17-143 with Mariposa Landscapes, Inc. for Landscape Maintenance at Jersey Station (174)/Training Center/Fire Shop and Banyan Station (175) During FY 2020/2021 and Authorize the City Manager to Renew the Contract Annually. MOTION: Moved by Board Member Spagnolo, seconded by Board Member Hutchison, to approve Consent Calendar Items C1. through C4. Motion carried unanimously, 5-0, with Board Member Scott abstaining on item C3, due to her employment with Southern California Gas Company. Items D1, E1, and F1 were taken concurrently. D.1. Consideration of Meeting Minutes: Regular Meetings of May 20, 2020. E.1. Consideration of Meeting Minutes: Regular Meetings of May 20, 2020. F.1. Consideration of Meeting Minutes: Regular Meetings of May 20, 2020. MOTION: Moved by Agency Member Scott, seconded by Agency Member Spagnolo, to approve Consent Calendar Items D1, E1, and F1 of the Housing Successor, Successor Agency and Public Financing Authority. Motion carried unanimously, 5-0. *DRAFT* June 3, 20201 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes City of Rancho Cucamonga I Page 4 of 7 Page 13 G.1. Consideration of Meeting Minutes: Regular Meetings of May 20, 2020. G.2. Consideration to Approve Bi -Weekly Payroll in the Amount of $1,013,005.21 and Weekly Check Registers (Excluding Checks Issued to Southern California Gas Company) in the Amount of $2,103,162.91. Dated, May 11, 2020 Through May 25, 2020 and Electronic Debit Register for the Month of April in the Amount of $1,789,242.74. G.3. Consideration to Approve Weekly Check Registers for Checks Issued to Southern California Gas Company in the Amount of $17.57 Dated May 11, 2020 Through May 25,2020. GA. Consideration to Order Annexation to Landscape Maintenance District No. 7 and Street Light Maintenance Districts Nos. 1 and 7 Related to a Development of an Attached 1,851 Square Foot Addition to an Existing 1,120 Square Foot Single Family House in the Estate (ER) Residential District at the North West Corner of Banyan Street and East Avenue, Located at 13284 Banyan Street Related to Case No. DRC2018-00974, Submitted by Allen Bennett. RESOLUTION NO. 2020-039 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE ANNEXATION OF CERTAIN TERRITORY TO LANSCAPE MAINTENANCE DISTRICT NO. 7 (NORTH ETIWANDA) FOR CASE NO. DRC2018-00974 RESOLUTION NO. 2020-040 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE ANNEXATION OF CERTAIN TERRITORY TO STREET LIGHT MAINTENANCE DISTRICT NO. 1 (ARTERIAL STREETS) FOR CASE NO. DRC2018-00974 RESOLUTION NO. 2020-041 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE ANNEXATION OF CERTAIN TERRITORY TO STREET LIGHT MAINTENANCE DISTRICT NO. 7 (NORTH ETIWANDA) FOR CASE NO. DRC2018-00974 G.S. Consideration of a Three Year Contract with Advance Chemical Transport, Inc., in the Total Amount of $54,000 for the Home -Generated Sharps Removal and Disposal Services. G.6. Consideration of a Contract with Hardy and Harper, Inc., in an Amount of $602,959, Plus a 10% Contingency, and Authorization of a Budget Transfer in an Amount of $114,030 for the Fiscal Year 2019/20 Local Overlay Pavement Rehabilitation Project. G.7. Consideration of a Contract with Gentry Brother's, Inc., in an Amount of $856,368, Plus a 5% Contingency, and Authorization of an Appropriation in an Amount of $186,530 for the Fiscal Year 2019/20 Major Arterial Pavement Rehabilitation at Highland Avenue and Hermosa Avenue Project. G.B. Consideration of a Cooperative Agreement (SBCTA Contract No. 20-1002316) with the San Bernardino County Transportation Authority (SBCTA) related to the design and construction of the 6th Street Cycle Track Project. (as amended) G.9. Consideration to Approve the Renewal of Contract CO 16-148 with BrightView Landscape Services for Landscape, Irrigation, and Parks Maintenance for Landscape Maintenance District 1 Parks During FY 2020/2021 and Authorize the City Manager to Renew the Contract Annually. *DRAFT* June 3, 20201 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes City of Rancho Cucamonga I Page 5 of 7 Page 14 G.10. Consideration to Approve the Renewal of Contract CO 16-262 with BrightView Landscape Services for Landscape, Irrigation, and Parks Maintenance for PD -85 Parks During FY 2020/2021 and Authorize the City Manager to Renew the Contract Annually. G.11. Consideration to Approve the Renewal of Contract CO 2012-009 with BrightView Landscape Services for Maintenance of Parkway, Paseo, and Median Landscapes within Landscape Maintenance Districts 1 and 5 During FY 2020/2021. G.12. Consideration to Approve the Renewal of Contract CO 17-140 with Mariposa Landscapes, Inc. for Landscape and Irrigation Maintenance on Haven Avenue and Foothill Boulevard Medians During FY 2020/2021 and Authorize the City Manager to Renew the Contract Annually. G.13. Consideration to Approve the Renewal of Contract CO 17-142 with Mariposa Landscapes, Inc. for Landscape and Irrigation Maintenance on General Fund, LMD 3A, and LMD 3B Parkways and Medians During FY 2020/2021 and Authorize the City Manager to Renew the Contract Annually. G.14. Consideration to Approve the Renewal of Contract CO 17-143 with Mariposa Landscapes, Inc. for Park Mowing and Facility Landscape Maintenance During FY 2020/2021 and Authorize the City Manager to Renew the Contract Annually. G.15. Consideration to Approve the Renewal of Contract CO 18-030 with Mariposa Landscapes, Inc. for Landscape and Irrigation Maintenance of LMDs 6, 7, 8, 9, and 10 Parkways, Paseos, and Medians During FY 2020/2021 and Authorize the City Manager to Renew the Contract Annually. G.16. Consideration to Award Contract to AB Fence Company, Inc. for the LMD 4R Fence Replacement Project. G.17. Consideration to Adopt Resolutions Pertaining to the November 3, 2020 General Municipal Election. RESOLUTION NO. 2020-042 A RESOLUTION OF THE CITY COUNCIL OF THE C I T Y OF RANCHO CUCAMONGA, CALIFORNIA, CALLING AND GIVING NOTICE OF THE HOLDING OF A GENERAL MUNICIPAL ELECTION ON TUESDAY, NOVEMBER 3, 2020, FOR THE ELECTION OF CERTAIN OFFICERS AND REQUESTING THE BOARD OF SUPERVISORS OF THE COUNTY OF SAN BERNARDINO TO CONSOLIDATE THE GENERAL MUNICIPAL ELECTION WITH THE STATEWIDE GENERAL ELECTION TO BE HELD PURSUANT TO ELECTIONS CODE SECTION 10403 RELATING TO GENERAL LAW CITIES RESOLUTION NO. 2020-043 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ADOPTING REGULATIONS FOR CANDIDATES FOR ELECTIVE OFFICE PERTAINING TO CANDIDATE STATEMENTS SUBMITTED TO THE VOTERS FOR THE NOVEMBER 3, 2020 ELECTION G.18. Consideration to Approve the Use of Baker & Taylor to Provide Materials Acquisition Services to the Rancho Cucamonga Public Library. G.19. Consideration to Approve the Use of Bibliotheca, LLC. to Provide E -book and E-audiobook Lending Services to the Rancho Cucamonga Public Library Using the cloudLibraryTM Platform. MOTION: Moved by Mayor Pro Tem Kennedy, seconded by Council Member Hutchison, to approve Consent Calendar Items G1 through G19 with modification to item G8 and Council Member Scott abstaining on item G3, due to her employment with Southern California Gas Company. Motion carried unanimously, 5-0. *DRAFT* June 3, 20201 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes City of Rancho Cucamonga I Page 6 of 7 Page 15 No items. No items. No items. No items. L.1. COUNCIL ANNOUNCEMENTS None. L.2. INTER -AGENCY UPDATES None. No items. Mayor Michael adjourned the meeting at 7:15 p.m. Approved: Respectfully submitted, Linda A. Troyan, MMC City Clerk Services Director *DRAFT* June 3, 20201 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes City of Rancho Cucamonga I Page 7 of 7 Page 16 DATE: June 17, 2020 TO: President and Members of the Board of Directors FROM: John R. Gillison, City Manager INITIATED BY: Tamara Layne, Finance Director SUBJECT: CONSIDERATION TO APPROVE BI -WEEKLY PAYROLL IN THE AMOUNT OF $603,745.44 AND WEEKLY CHECK REGISTERS (EXCLUDING CHECKS ISSUED TO SOUTHERN CALIFORNIA GAS COMPANY) IN THE AMOUNT OF $853,318.95 DATED MAY 26, 2020 THROUGH JUNE 07, 2020. RECOMMENDATION: Staff recommends Fire Board approve payment of demands as presented. BACKGROUND: N/A ANALYSIS: N/A FISCAL IMPACT: Adequate budgeted funds are available for the payment of demands per the attached listing. COUNCIL GOAL(S) ADDRESSED: N/A ATTACHMENTS: Description Attachment 1 Check Register Page 17 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00010699 05/27/2020 AHUMADA, ALEXANDER R 0.00 630.56 630.56 AP 00010700 05/27/2020 ALMAND, LLOYD 0.00 630.56 630.56 AP 00010701 05/27/2020 BANTAU, VICTORIA 0.00 539.86 539.86 AP 00010702 05/27/2020 BAZAL, SUSAN 0.00 743.03 743.03 AP 00010703 05/27/2020 BELL, MICHAEL L 0.00 1,723.24 1,723.24 AP 00010704 05/27/2020 BERRY, DAVID 0.00 864.82 864.82 AP 00010705 05/27/2020 BROCK, ROBIN 0.00 1,176.90 1,176.90 AP 00010706 05/27/2020 CAMPBELL, GERALD 0.00 864.82 864.82 AP 00010707 05/27/2020 CAMPBELL, STEVEN 0.00 1,189.23 1,189.23 AP 00010708 05/27/2020 CARNES, KENNETH 0.00 539.86 539.86 AP 00010709 05/27/2020 CLABBY, RICHARD 0.00 1,189.78 1,189.78 AP 00010710 05/27/2020 CLOUGHESY, DONALD R 0.00 2,281.91 2,281.91 AP 00010711 05/27/2020 CORCORAN, ROBERT ANTHONY 0.00 792.12 792.12 AP 00010712 05/27/2020 COSTELLO, DENNIS M 0.00 2,281.91 2,281.91 AP 00010713 05/27/2020 COX, KARL 0.00 630.56 630.56 AP 00010714 05/27/2020 CRANE, RALPH 0.00 630.56 630.56 AP 00010715 05/27/2020 CROSSLAND, WILBUR 0.00 539.86 539.86 AP 00010716 05/27/2020 CURATALO, JAMES 0.00 1,176.90 1,176.90 AP 00010717 05/27/2020 DAGUE, JAMES 0.00 1,127.81 1,127.81 AP 00010718 05/27/2020 DE ANTONIO, SUSAN 0.00 792.12 792.12 AP 00010719 05/27/2020 DEANS, JACKIE 0.00 245.78 245.78 AP 00010720 05/27/2020 DOMINICK, SAMUEL A. 0.00 1,176.90 1,176.90 AP 00010721 05/27/2020 EAGLESON, MICHAEL 0.00 1,723.24 1,723.24 AP 00010722 05/27/2020 EGGERS, BOB 0.00 2,281.91 2,281.91 AP 00010723 05/27/2020 FEJERAN, TIM 0.00 1,588.41 1,588.41 AP 00010724 05/27/2020 FRITCHEY, JOHN D. 0.00 539.86 539.86 AP 00010725 05/27/2020 HEYDE, DONALD 0.00 630.56 630.56 AP 00010726 05/27/2020 INTERLICCHIA, ROSALYN 0.00 245.78 245.78 AP 00010727 05/27/2020 JERKINS, PATRICK 0.00 1,588.41 1,588.41 AP 00010728 05/27/2020 KILMER, STEPHEN 0.00 1,189.78 1,189.78 AP 00010729 05/27/2020 LANE, WILLIAM 0.00 630.56 630.56 AP 00010730 05/27/2020 LARKIN, DAVID W 0.00 1,588.41 1,588.41 AP 00010731 05/27/2020 LEE, ALLAN J. 0.00 948.67 948.67 AP 00010732 05/27/2020 LENZE, PAUL E 0.00 1,487.34 1,487.34 AP 00010733 05/27/2020 LONCAR, PHILIP 0.00 1,189.78 1,189.78 AP 00010734 05/27/2020 LONGO, JOE 0.00 200.43 200.43 AP 00010735 05/27/2020 LUTTRULL, DARRELL 0.00 539.86 539.86 AP 00010736 05/27/2020 MACKALL, BEVERLY 0.00 200.43 200.43 AP 00010737 05/27/2020 MAYFIELD, RON 0.00 630.56 630.56 AP 00010738 05/27/2020 MCKEE, JOHN 0.00 630.56 630.56 AP 00010739 05/27/2020 MCNEIL, KENNETH 0.00 630.56 630.56 AP 00010740 05/27/2020 MICHAEL, L. DENNIS 0.00 1,176.90 1,176.90 AP 00010741 05/27/2020 MORGAN, BYRON 0.00 1,792.73 1,792.73 AP 00010742 05/27/2020 MYSKOW, DENNIS 0.00 1,189.78 1,189.78 AP 00010743 05/27/2020 NAUMAN, MICHAEL 0.00 539.86 539.86 AP 00010744 05/27/2020 NEE, RON 0.00 743.03 743.03 AP 00010745 05/27/2020 NELSON, MARY JANE 0.00 200.43 200.43 User: VLOPEZ - VERONICA LOPEZ Page: 1 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 18 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00010746 05/27/2020 O'BRIEN, TOM 0.00 1,281.58 1,281.58 AP 00010747 05/27/2020 PLOUNG, MICHAEL J 0.00 563.78 563.78 AP 00010748 05/27/2020 POST, MICHAEL R 0.00 1,280.32 1,280.32 AP 00010749 05/27/2020 PROULX, PATRICK 0.00 1,723.24 1,723.24 AP 00010750 05/27/2020 REDMOND, MIKE 0.00 1,176.90 1,176.90 AP 00010751 05/27/2020 ROBERTS, BRENT 0.00 792.12 792.12 AP 00010752 05/27/2020 ROBERTS, CHERYL L 0.00 2,281.91 2,281.91 AP 00010753 05/27/2020 ROEDER, JEFF 0.00 1,723.24 1,723.24 AP 00010754 05/27/2020 SALISBURY, THOMAS 0.00 630.56 630.56 AP 00010755 05/27/2020 SMITH, RONALD 0.00 539.86 539.86 AP 00010756 05/27/2020 SORENSEN, SCOTT D 0.00 1,625.06 1,625.06 AP 00010757 05/27/2020 SPAGNOLO, SAM 0.00 539.86 539.86 AP 00010758 05/27/2020 SPAIN, WILLIAM 0.00 864.82 864.82 AP 00010759 05/27/2020 SULLIVAN, JAMES 0.00 539.86 539.86 AP 00010760 05/27/2020 TAYLOR, STEVEN 0.00 1,975.24 1,975.24 AP 00010761 05/27/2020 TULEY, TERRY 0.00 1,723.24 1,723.24 AP 00010762 05/27/2020 VANDERKALLEN, FRANCIS 0.00 630.56 630.56 AP 00010763 05/27/2020 VARNEY, ANTHONY 0.00 1,176.90 1,176.90 AP 00010764 05/27/2020 WALTON, KEVIN 0.00 1,588.41 1,588.41 AP 00010765 05/27/2020 YOWELL, TIMOTHY A 0.00 245.78 245.78 AP 00010766 05/27/2020 CENTRALSQUARE TECHNOLOGIES LLC 1,320.00 0.00 1,320.00 AP 00010767 05/27/2020 ELECNOR BELCO ELECTRIC INC 141,581.03 0.00 141,581.03 AP 00010768 05/27/2020 GEOGRAPHICS 4,021.00 0.00 4,021.00 AP 00010769 05/27/2020 RICHARDS WATSON AND GERSHON 54,029.21 0.00 54,029.21 AP 00010770 05/27/2020 TICKETS.COM 15,486.50 0.00 15,486.50 AP 00010771 05/27/2020 WESTERN RENEWABLE ENERGY GENERATION INFO 127.91 0.00 127.91 AP 00010772 05/28/2020 ABC LOCKSMITHS INC 35.00 0.00 35.00 AP 00010773 05/28/2020 BIBLIOTHECA LLC 19,721.15 0.00 19,721.15 AP 00010774 05/28/2020 DUNN EDWARDS CORPORATION 306.58 0.00 306.58 AP 00010775 05/28/2020 GENERATOR SERVICES CO INC 2,628.76 0.00 2,628.76 AP 00010776 05/28/2020 HOSE MAN INC 400.24 0.00 400.24 AP 00010777 05/28/2020 OFFICE DEPOT 7,752.21 0.00 7,752.21 AP 00010778 05/28/2020 SITEONE LANDSCAPE SUPPLY LLC 55.21 0.00 55.21 AP 00010779 05/28/2020 TARGET SPECIALTY PRODUCTS 1,954.68 0.00 1,954.68 AP 00010780 05/28/2020 THOMSON REUTERS WEST PUBLISHING CORP 993.00 0.00 993.00 AP 00010781 06/03/2020 CALIF GOVERNMENT VEBA / RANCHO CUCAMONGA 23,262.20 0.00 23,262.20 AP 00010782 06/03/2020 RC CONSTRUCTION SERVICES INC 225,944.82 527,204.58 753,149.40 *** AP 00010783 06/03/2020 RCCEA 1,895.75 0.00 1,895.75 AP 00010784 06/03/2020 RCPFA 12,558.07 0.00 12,558.07 AP 00010785 06/03/2020 RICHARDS WATSON AND GERSHON 608.00 31,917.05 32,525.05 *** AP 00010786 06/04/2020 CITRUS MOTORS ONTARIO INC 99.95 0.00 99.95 AP 00010787 06/04/2020 DIAMOND ENVIRONMENTAL SERVICES 162.40 0.00 162.40 AP 00010788 06/04/2020 DUMBELL MAN FITNESS EQUIPMENT, THE 0.00 830.20 830.20 AP 00010789 06/04/2020 ESRI 2,000.00 0.00 2,000.00 AP 00010790 06/04/2020 HOSE MAN INC 205.83 0.00 205.83 AP 00010791 06/04/2020 MCFADDEN DALE HARDWARE 82.54 0.00 82.54 AP 00010792 06/04/2020 MINUTEMAN PRESS 183.18 0.00 183.18 User: VLOPEZ - VERONICA LOPEZ Page: 2 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 19 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Cu Fire Amount AP 00010793 06/04/2020 OFFICE DEPOT 1,711.41 423.28 2,134.69 *** AP 00010794 06/04/2020 SIEMENS MOBILITY INC 42,343.46 0.00 42,343.46 AP 00010795 06/04/2020 SITEONE LANDSCAPE SUPPLY LLC 4,241.15 0.00 4,241.15 AP 00010796 06/04/2020 SUNRISE FORD 865.04 0.00 865.04 AP 00010797 06/04/2020 TARGET SPECIALTY PRODUCTS 5,843.57 0.00 5,843.57 AP 00010798 06/04/2020 THOMPSON PLUMBING SUPPLY INC 1,706.81 0.00 1,706.81 AP 00410036 05/27/2020 KIRKPATRICK, WILLIAM 0.00 1,666.26 1,666.26 AP 00410037 05/27/2020 RODRIGUEZ, VICTOR 0.00 630.56 630.56 AP 00410038 05/27/2020 TOWNSEND, JAMES 0.00 2,281.91 2,281.91 AP 00410039 05/27/2020 WALKER, KENNETH 0.00 245.78 245.78 AP 00410040 05/27/2020 3SI SECURITY SYSTEMS INC 1,080.00 0.00 1,080.00 AP 00410041 05/27/2020 ABSG CONSULTING INC 8,500.00 0.00 8,500.00 AP 00410042 05/27/2020 ACOSTA, CHRISTI 121.00 0.00 121.00 AP 00410043 05/27/2020 ADVANCED CHEMICAL TRANSPORT INC 1,219.00 0.00 1,219.00 AP 00410044 05/27/2020 ALTA LOMA HIGH SCHOOL 0.00 2,000.00 2,000.00 AP 00410045 05/27/2020 ALTA VISTA MOBILE HOME PARK 397.59 0.00 397.59 AP 00410046 05/27/2020 AUFBAU CORPORATION 4,862.50 0.00 4,862.50 AP 00410047 05/27/2020 BARAJAS, KELLI 190.71 0.00 190.71 AP 00410048 05/27/2020 BRAUN BLAISING SMITH WYNNE 1,508.01 0.00 1,508.01 AP 00410049 05/27/2020 BRIGHTVIEW LANDSCAPE SERVICES INC 550.16 0.00 550.16 AP 00410050 05/27/2020 BURNS, BRYAN 0.00 270.00 270.00 AP 00410051 05/27/2020 C V W D 290.25 0.00 290.25 AP 00410057 05/27/2020 C V W D 70,304.45 1,407.10 71,711.55 *** AP 00410058 05/27/2020 CA LLC - DBA ALTA LAGUNA MHP 500.00 0.00 500.00 AP 00410059 05/27/2020 CARAMEL CONNECTIONS FOUNDATION 0.00 1,000.00 1,000.00 AP 00410060 05/27/2020 CASA VOLANTE MOBILE HOME PARK 700.00 0.00 700.00 AP 00410061 05/27/2020 CENTENO, JASON 0.00 303.96 303.96 AP 00410062 05/27/2020 CHAPARRAL HEIGHTS MOBILE HOME PARK 474.35 0.00 474.35 AP 00410063 05/27/2020 CHECHITELLI, DANIELLE 393.84 0.00 393.84 AP 00410064 05/27/2020 CINTAS CORPORATION #150 0.00 159.67 159.67 AP 00410065 05/27/2020 COLUMBIA CASCADE COMPANY 469.03 0.00 469.03 AP 00410066 05/27/2020 CUCAMONGA MIDDLE SCHOOL 0.00 2,000.00 2,000.00 AP 00410067 05/27/2020 CULBERT, CHARLENE 47.00 0.00 47.00 AP 00410068 05/27/2020 D & K CONCRETE COMPANY 799.51 0.00 799.51 AP 00410069 05/27/2020 DAY CREEK INTERMEDIATE SCHOOL 0.00 1,000.00 1,000.00 AP 00410070 05/27/2020 DELAROSA, LILLIAN 79.00 0.00 79.00 AP 00410071 05/27/2020 DIRECTV 88.79 0.00 88.79 AP 00410072 05/27/2020 DONA MERCED ELEMENTARY SCHOOL 0.00 1,000.00 1,000.00 AP 00410073 05/27/2020 ELITE CUSTOMS CONSTRUCTION 1,350.00 0.00 1,350.00 AP 00410074 05/27/2020 ESTRADA, MARIE 57.00 0.00 57.00 AP 00410075 05/27/2020 ETIWANDA INTERMEDIATE SCHOOL 0.00 2,000.00 2,000.00 AP 00410076 05/27/2020 EXECUTIVE AUTO DETAIL 0.00 345.00 345.00 AP 00410077 05/27/2020 FLEETPRIDE 0.00 2,042.17 2,042.17 AP 00410078 05/27/2020 FOOTHILL COUNTRY DAY SCHOOL 208.25 0.00 208.25 AP 00410079 05/27/2020 FORE CONSTRUCTION LLC 2,837.52 0.00 2,837.52 AP 00410080 05/27/2020 GEORGE HILLS COMPANY 1,112.60 0.00 1,112.60 AP 00410081 05/27/2020 GIRARDOT, YOLANDA 178.00 0.00 178.00 User: VLOPEZ - VERONICA LOPEZ Page: 3 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 20 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410082 05/27/2020 GIRGIS, MEFREH 327.50 0.00 327.50 AP 00410083 05/27/2020 GOLDEN STATE RISK MANAGEMENT AUTHORITY 94,200.00 1,114.00 95,314.00 *** AP 00410084 05/27/2020 GRAYBAR ELECTRIC COMPANY INC 285.47 0.00 285.47 AP 00410085 05/27/2020 GROVES ON FOOTHILL, THE 200.00 0.00 200.00 AP 00410086 05/27/2020 HARO, SANDRA 41.50 0.00 41.50 AP 00410087 05/27/2020 HART, NANETTE 0.00 1,000.00 1,000.00 AP 00410088 05/27/2020 HMC ARCHITECTS 0.00 6,506.08 6,506.08 AP 00410089 05/27/2020 HOGAN COMPANY INC 612.45 0.00 612.45 AP 00410090 05/27/2020 HOMETOWN AMERICA RAMONA VILLA 500.00 0.00 500.00 AP 00410091 05/27/2020 HUNTINGTON, TAMMIE 112.00 0.00 112.00 AP 00410092 05/27/2020 INLAND DESERT SECURITY & COMMUNICATIONS INC 54.00 0.00 54.00 AP 00410093 05/27/2020 INLAND FAIR HOUSING AND MEDIATION BOARD 4,220.70 0.00 4,220.70 AP 00410094 05/27/2020 INLAND OVERHEAD DOOR COMPANY 876.00 0.00 876.00 AP 00410095 05/27/2020 INLAND VALLEY COUNCIL OF CHURCHES 5,072.00 0.00 5,072.00 AP 00410096 05/27/2020 INTERSTATE BATTERIES 1,753.37 0.00 1,753.37 AP 00410097 05/27/2020 INYO NETWORKS 6,394.50 0.00 6,394.50 AP 00410098 05/27/2020 JOHNSON, FAYE 569.28 0.00 569.28 AP 00410099 05/27/2020 KRZEMINSKI, ELAINE 103.00 0.00 103.00 AP 00410100 05/27/2020 LOS AMIGOS ELEMENTARY SCHOOL 0.00 2,000.00 2,000.00 AP 00410101 05/27/2020 MAIN STREET SIGNS 333.97 0.00 333.97 AP 00410103 05/27/2020 MARIPOSA LANDSCAPES INC 123,016.36 2,576.88 125,593.24 *** AP 00410104 05/27/2020 MCI 33.08 0.00 33.08 AP 00410105 05/27/2020 MCMASTER-CARR SUPPLY COMPANY 143.26 0.00 143.26 AP 00410106 05/27/2020 MG PETROLEUM INC 1,430.00 0.00 1,430.00 AP 00410107 05/27/2020 MIJAC ALARM COMPANY 0.00 384.00 384.00 AP 00410108 05/27/2020 MILES, MENDELLE 973.60 0.00 973.60 AP 00410109 05/27/2020 MOBILITIE SERVICES LLC 500.00 0.00 500.00 AP 00410110 05/27/2020 MONTGOMERY HARDWARE CO 136.03 1,881.00 2,017.03 *** AP 00410111 05/27/2020 MOORE, ALANA 103.00 0.00 103.00 AP 00410112 05/27/2020 MORTENSEN, AMY 126.00 0.00 126.00 AP 00410113 05/27/2020 MOUNTAIN VIEW SMALL ENG REPAIR 63.67 0.00 63.67 AP 00410114 05/27/2020 NATIONAL PEN CO LLC 659.91 0.00 659.91 AP 00410115 05/27/2020 NEWSOM, DEBI 87.00 0.00 87.00 AP 00410116 05/27/2020 NEXTECH SYSTEMS INC 18,742.69 0.00 18,742.69 AP 00410117 05/27/2020 NUNO, CHARLES 41.50 0.00 41.50 AP 00410118 05/27/2020 ONSITE TRUCK & EQUIPMENT REPAIR INC 2,279.92 0.00 2,279.92 AP 00410119 05/27/2020 ONWARD ENGINEERING 1,980.00 0.00 1,980.00 AP 00410120 05/27/2020 ORKIN PEST CONTROL 72.42 898.10 970.52 *** AP 00410121 05/27/2020 PARKHOUSE TIRE INC 226.75 0.00 226.75 AP 00410122 05/27/2020 PEP BOYS 77.11 0.00 77.11 AP 00410123 05/27/2020 PEREA, VERONICA 403.60 0.00 403.60 AP 00410124 05/27/2020 PINES MOBILE HOME PARK, THE 200.00 0.00 200.00 AP 00410125 05/27/2020 PRIME GLASS 231.93 0.00 231.93 AP 00410126 05/27/2020 PRO -LINE INDUSTRIAL PRODUCTS INC 673.41 0.00 673.41 AP 00410127 05/27/2020 R A BATCHELOR CO 350.00 0.00 350.00 AP 00410128 05/27/2020 R AND R AUTOMOTIVE 410.58 0.00 410.58 AP 00410129 05/27/2020 RANCHO CUCAMONGA CHAMBER OF COMMERCE 3,333.26 0.00 3,333.26 User: VLOPEZ - VERONICA LOPEZ Page: 4 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 21 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410130 05/27/2020 RANCHO CUCAMONGA TOWN SQUARE 5,687.22 0.00 5,687.22 AP 00410131 05/27/2020 RBM LOCK AND KEY SERVICE 35.56 0.00 35.56 AP 00410132 05/27/2020 RICHARD WIGHTMAN CONSTRUCTION INC 7,712.50 0.00 7,712.50 AP 00410133 05/27/2020 RUBEN'S AUTO COLLISION CENTER 1,279.58 0.00 1,279.58 AP 00410134 05/27/2020 SAN BERNARDINO COUNTY FLOOD CONTROL DISTRICT 3,350.00 0.00 3,350.00 AP 00410135 05/27/2020 SEPULVEDA, SAMANTHA 439.51 0.00 439.51 AP 00410136 05/27/2020 SIGNOR, SKYLAR 149.60 0.00 149.60 AP 00410137 05/27/2020 SILVER & WRIGHT LLP 165.20 0.00 165.20 AP 00410138 05/27/2020 SKY MOUNTAIN CHARTER - RENTALS ONLY 250.00 0.00 250.00 AP 00410140 05/27/2020 SOCAL OFFICE TECHNOLOGIES 1,354.48 366.20 1,720.68 *** AP 00410141 05/27/2020 SONSRAY MACHINERY LLC 67.39 0.00 67.39 AP 00410142 05/27/2020 SONZENA, TORIE 155.52 0.00 155.52 AP 00410143 05/27/2020 SOUTH COAST LIGHTING & DESIGN 1,519.28 0.00 1,519.28 AP 00410147 05/27/2020 SOUTHERN CALIFORNIA EDISON 4,970.00 1,096.97 6,066.97 *** AP 00410148 05/27/2020 SOUTHERN CALIFORNIA EDISON 1,649.37 0.00 1,649.37 AP 00410149 05/27/2020 STATEWIDE TRAFFIC SAFETY & SIGNS INC 9,946.71 0.00 9,946.71 AP 00410150 05/27/2020 STOR'EM SELF STORAGE 575.00 0.00 575.00 AP 00410151 05/27/2020 STOTZ EQUIPMENT 102.63 0.00 102.63 AP 00410152 05/27/2020 STUDIO 30 0.00 1,000.00 1,000.00 AP 00410153 05/27/2020 SULEIMAN, LATISHA 404.00 0.00 404.00 AP 00410154 05/27/2020 SUN BADGE CO 0.00 221.65 221.65 AP 00410155 05/27/2020 SUSTAINABLE CLAREMONT 0.00 1,000.00 1,000.00 AP 00410156 05/27/2020 SYCAMORE VILLA MOBILE HOME PARK 400.00 0.00 400.00 AP 00410157 05/27/2020 TIREHUB LLC 1,128.22 0.00 1,128.22 AP 00410158 05/27/2020 TORO TOWING 150.00 0.00 150.00 AP 00410159 05/27/2020 TOT LOT PROS INC 64,800.00 0.00 64,800.00 AP 00410160 05/27/2020 TOWILL INC 47,680.00 0.00 47,680.00 AP 00410161 05/27/2020 U.S. BANK PARS ACCT #6746022500 1,105.85 0.00 1,105.85 AP 00410162 05/27/2020 U.S. BANK PARS ACCT #6746022500 15,435.96 0.00 15,435.96 AP 00410163 05/27/2020 U.S. BANK PARS ACCT #6745033700 6,605.00 0.00 6,605.00 AP 00410164 05/27/2020 VALLEY POWER SYSTEMS INC 0.00 433.67 433.67 AP 00410165 05/27/2020 VELAZQUEZ, HECTOR 174.04 0.00 174.04 AP 00410166 05/27/2020 VIRGIN PULSE INC 1,104.00 0.00 1,104.00 AP 00410167 05/27/2020 WAXIE SANITARY SUPPLY 971.68 0.00 971.68 AP 00410168 05/27/2020 WEST COAST ARBORISTS INC 128,509.00 0.00 128,509.00 AP 00410169 05/27/2020 WHITFIELD, DWAYNE 20.00 0.00 20.00 AP 00410170 05/27/2020 WILLIAMS, EDDIE 12.00 0.00 12.00 AP 00410171 05/27/2020 WISE, SOPHIA 81.08 0.00 81.08 AP 00410172 05/27/2020 Z YANTO SJAFRUDIN 5,000.00 0.00 5,000.00 AP 00410173 05/28/2020 WILLIAMS, EDDIE 178.00 0.00 178.00 AP 00410174 05/28/2020 MCCLAIN, JASON 646.80 0.00 646.80 AP 00410175 06/03/2020 ABED, ASMA 335.50 0.00 335.50 AP 00410176 06/03/2020 ABLE BUILDING MAINTENANCE 3,088.90 0.00 3,088.90 AP 00410177 06/03/2020 ADAPT CONSULTING INC 0.00 473.01 473.01 AP 00410178 06/03/2020 AFLAC GROUP INSURANCE 24.58 0.00 24.58 AP 00410179 06/03/2020 ALFORD, TIM 0.00 70.00 70.00 AP 00410180 06/03/2020 ALL CITIES TOOL 172.35 0.00 172.35 User: VLOPEZ - VERONICA LOPEZ Page: 5 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 22 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410181 06/03/2020 ALL WELDING 225.00 0.00 225.00 AP 00410182 06/03/2020 AMERICAN REGISTRY FOR INTERNET NUMBERS LTD 150.00 0.00 150.00 AP 00410183 06/03/2020 ANWAR, WAEL 176.04 0.00 176.04 AP 00410184 06/03/2020 AUTOLIFT SERVICES INC 0.00 1,364.97 1,364.97 AP 00410185 06/03/2020 BAKER & TAYLOR LLC 3,944.29 0.00 3,944.29 AP 00410186 06/03/2020 BALDY FIRE AND SAFETY INC 0.00 3,202.00 3,202.00 AP 00410187 06/03/2020 BISHOP COMPANY 1,309.12 0.00 1,309.12 AP 00410192 06/03/2020 C V W D 56,033.97 84.58 56,118.55 *** AP 00410193 06/03/2020 CAL PERS LONG-TERM CARE PROGRAM 164.48 0.00 164.48 AP 00410194 06/03/2020 CALIFA GROUP 12,874.82 0.00 12,874.82 AP 00410195 06/03/2020 CALIFORNIA STATE CONTROLLER 3,687.40 0.00 3,687.40 AP 00410196 06/03/2020 CALIFORNIA, STATE OF 100.00 0.00 100.00 AP 00410197 06/03/2020 CALIFORNIA, STATE OF 314.11 0.00 314.11 AP 00410198 06/03/2020 CALIFORNIA, STATE OF 30.00 0.00 30.00 AP 00410199 06/03/2020 CCS ORANGE COUNTY JANITORIAL INC 79,566.73 0.00 79,566.73 AP 00410200 06/03/2020 CENTENO, JASON 0.00 270.00 270.00 AP 00410201 06/03/2020 CHRISTIAN CLASSICAL CONSERVATORY 152.50 0.00 152.50 AP 00410202 06/03/2020 CINTAS CORPORATION #150 1,415.43 598.68 2,014.11 *** AP 00410203 06/03/2020 CITY CLERKS ASSOCIATION OF CALIFORNIA 50.00 0.00 50.00 AP 00410204 06/03/2020 CONCENTRA URGENT CARE 0.00 300.00 300.00 AP 00410205 06/03/2020 CONCEPT POWDER COATING 2,200.00 0.00 2,200.00 AP 00410206 06/03/2020 CONSOLIDATED ELECTRICAL DISTR INC 1,039.70 0.00 1,039.70 AP 00410207 06/03/2020 DAISYECO INC 1,148.38 0.00 1,148.38 AP 00410208 06/03/2020 DALIDA, LIZA 335.50 0.00 335.50 AP 00410209 06/03/2020 DATA TICKET INC 5,072.56 0.00 5,072.56 AP 00410210 06/03/2020 DAVIS, CAROL 94.00 0.00 94.00 AP 00410211 06/03/2020 DELTA DENTAL INSURANCE COMPANY 1,197.68 0.00 1,197.68 AP 00410212 06/03/2020 DELTA DENTAL INSURANCE COMPANY 42,381.53 0.00 42,381.53 AP 00410213 06/03/2020 DEPENDABLE COMPANY INC 6.75 0.00 6.75 AP 00410214 06/03/2020 ERICKSON-HALL CONSTRUCTION CO 0.00 78,491.25 78,491.25 AP 00410215 06/03/2020 FACTORY MOTOR PARTS 0.00 2,692.78 2,692.78 AP 00410216 06/03/2020 FITE, TESFANESH 655.00 0.00 655.00 AP 00410217 06/03/2020 FRANKLIN TRUCK PARTS INC 0.00 291.74 291.74 AP 00410218 06/03/2020 FRONTIER COMM 2,292.61 580.18 2,872.79 *** AP 00410219 06/03/2020 FRONTIER COMM 3,386.74 0.00 3,386.74 AP 00410220 06/03/2020 FUEL SERV 0.00 5,603.91 5,603.91 AP 00410221 06/03/2020 GLOBALSTAR USA 129.37 0.00 129.37 AP 00410222 06/03/2020 GRAINGER 1,415.94 260.54 1,676.48 *** AP 00410223 06/03/2020 HEARTSAVERS LLC 110.00 0.00 110.00 AP 00410224 06/03/2020 HENRY SCHEIN INC 269.38 0.00 269.38 AP 00410225 06/03/2020 HERITAGE EDUCATION GROUP 385.00 0.00 385.00 AP 00410226 06/03/2020 HI -WAY SAFETY INC 447.02 0.00 447.02 AP 00410227 06/03/2020 HMC ARCHITECTS 18,151.36 3,000.17 21,151.53 *** AP 00410228 06/03/2020 HOYT LUMBER CO, S M 0.00 38.76 38.76 AP 00410229 06/03/2020 HUMPHREYS, KATHLEEN 27.00 0.00 27.00 AP 00410230 06/03/2020 INLAND PACIFIC BALLET 825.00 0.00 825.00 AP 00410231 06/03/2020 IRON MOUNTAIN OSDP 1,010.34 0.00 1,010.34 User: VLOPEZ - VERONICA LOPEZ Page: 6 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 23 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410232 06/03/2020 KAISER FOUNDATION HEALTH PLAN INC 239,595.17 0.00 239,595.17 AP 00410233 06/03/2020 KEPHART, DANA 58.00 0.00 58.00 AP 00410234 06/03/2020 KINGDOM CREATIONS 285.54 0.00 285.54 AP 00410235 06/03/2020 KISHKOVAROV, FILIPP 38.44 0.00 38.44 AP 00410236 06/03/2020 LAYNE, MICHAEL K 0.00 1,500.00 1,500.00 AP 00410237 06/03/2020 LEE, HO 137.60 0.00 137.60 AP 00410240 06/03/2020 LOWES COMPANIES INC. 6,071.38 4,692.47 10,763.85 *** AP 00410241 06/03/2020 LOZANO SMITH LLP 1,332.00 0.00 1,332.00 AP 00410242 06/03/2020 MARCEY, ADRIENNE 335.50 0.00 335.50 AP 00410243 06/03/2020 MARIPOSA LANDSCAPES INC 58,344.35 18,757.00 77,101.35 *** AP 00410244 06/03/2020 MCCLURE, JANETTE 107.00 0.00 107.00 AP 00410245 06/03/2020 MEDINA, JENNIFER 118.44 0.00 118.44 AP 00410246 06/03/2020 MULLEN, CELIA 70.30 0.00 70.30 AP 00410247 06/03/2020 NAPA AUTO PARTS 0.00 1,268.80 1,268.80 AP 00410248 06/03/2020 NEXTECH SYSTEMS INC 7,038.66 0.00 7,038.66 AP 00410249 06/03/2020 NUTRIEN AG SOLUTIONS 292.89 0.00 292.89 AP 00410250 06/03/2020 ORKIN PEST CONTROL 603.88 0.00 603.88 AP 00410251 06/03/2020 PACIFIC WESTERN BANK 11,891.83 27,747.61 39,639.44 *** AP 00410252 06/03/2020 PRE -PAID LEGAL SERVICES INC 60.17 0.00 60.17 AP 00410253 06/03/2020 RBM LOCK AND KEY SERVICE 75.69 0.00 75.69 AP 00410254 06/03/2020 REDLANDS UNIFIED SCHOOL DISTRICT 935.00 0.00 935.00 AP 00410255 06/03/2020 REDLANDS UNIFIED SCHOOL DISTRICT 505.75 0.00 505.75 AP 00410256 06/03/2020 REDLANDS UNIFIED SCHOOL DISTRICT 756.50 0.00 756.50 AP 00410257 06/03/2020 REFRIGERATION SUPPLIES DISTRIBUTOR 691.55 0.00 691.55 AP 00410258 06/03/2020 RELIA, SACHIN 449.00 0.00 449.00 AP 00410259 06/03/2020 RJ THOMAS MFG COMPANY INC 4,774.03 0.00 4,774.03 AP 00410260 06/03/2020 SAN BERNARDINO COUNTY 0.00 13,266.27 13,266.27 AP 00410261 06/03/2020 SBPEA 2,523.51 0.00 2,523.51 AP 00410262 06/03/2020 SCHADE, JOHN 261.00 0.00 261.00 AP 00410263 06/03/2020 SHERIFFS COURT SERVICES 100.00 0.00 100.00 AP 00410270 06/03/2020 SOUTHERN CALIFORNIA EDISON 9,330.50 1,480.56 10,811.06 *** AP 00410271 06/03/2020 SOUTHERN CALIFORNIA EDISON 5,791.21 0.00 5,791.21 AP 00410272 06/03/2020 SOUTHWEST TRAFFIC SYSTEMS INC 4,994.78 0.00 4,994.78 AP 00410273 06/03/2020 STANDARD INSURANCE COMPANY 12,009.56 0.00 12,009.56 AP 00410274 06/03/2020 STANDARD INSURANCE COMPANY 3,618.74 0.00 3,618.74 AP 00410275 06/03/2020 TAHA, HALA ABU 335.50 0.00 335.50 AP 00410276 06/03/2020 TESLA ENERGY OPERATIONS INC 868.56 0.00 868.56 AP 00410277 06/03/2020 TRANSLATION EQUIPMENT 12,226.68 0.00 12,226.68 AP 00410278 06/03/2020 TUNGGALDJAJA, INGE 2,300.00 0.00 2,300.00 AP 00410279 06/03/2020 UNITED SITE SERVICES OF CA INC 301.45 0.00 301.45 AP 00410280 06/03/2020 UNITED WAY 60.00 0.00 60.00 AP 00410281 06/03/2020 UPS 14.57 0.00 14.57 AP 00410282 06/03/2020 VAN DAELE HOMES CORPORATION 86.21 0.00 86.21 AP 00410283 06/03/2020 VELOCITY TRUCK CENTERS 92.00 0.00 92.00 AP 00410284 06/03/2020 VENEKLASEN ASSOCIATES INC 0.00 12,000.00 12,000.00 AP 00410285 06/03/2020 VERIZON WIRELESS - LA 0.00 4,962.12 4,962.12 AP 00410286 06/03/2020 VOHNE LICHE KENNELS INC 125.00 0.00 125.00 User: VLOPEZ - VERONICA LOPEZ Page: 7 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 24 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410287 06/03/2020 VULCAN MATERIALS COMPANY 3,249.66 0.00 3,249.66 AP 00410288 06/03/2020 WAXIE SANITARY SUPPLY 2,808.74 1,846.33 4,655.07 *** AP 00410289 06/03/2020 WESTLAND GROUP INC 4,353.00 0.00 4,353.00 AP 00410290 06/03/2020 WESTRUX INTERNATIONAL INC 0.00 388.74 388.74 AP 00410291 06/03/2020 WILSON & BELL AUTO SERVICE 911.30 0.00 911.30 AP 00410292 06/03/2020 WINZER CORPORATION 0.00 100.24 100.24 AP 00410293 06/03/2020 XEROX CORPORATION 672.35 0.00 672.35 AP 00410294 06/03/2020 XEROX FINANCIAL SERVICES 298.38 0.00 298.38 AP 00410295 06/03/2020 YORK RISK SERVICES GROUP INC 14,631.00 0.00 14,631.00 Total City: $1,921,139.67 Total Fire: $853,318.95 Grand Total:$2,774,45K.67 Note: k k k Check Number includes both City and Fire District expenditures User: VLOPEZ - VERONICA LOPEZ Page: 8 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 25 DATE: June 17, 2020 TO: President and Members of the Board of Directors FROM: John R. Gillison, City Manager INITIATED BY: Tamara Layne, Finance Director SUBJECT: CONSIDERATION TO APPROVE WEEKLY CHECK REGISTERS FOR CHECKS ISSUED TO SOUTHERN CALIFORNIA GAS COMPANY IN THE AMOUNT OF $489.95 DATED MAY 26, 2020 THROUGH JUNE 07, 2020. RECOMMENDATION: Staff recommends Fire Board approve payment of demands as presented. BACKGROUND: N/A ANALYSIS: N/A FISCAL IMPACT: Adequate budgeted funds are available for the payment of demands per the attached listing. COUNCIL GOAL(S) ADDRESSED: N/A ATTACHMENTS: Description Attachment 1 So Ca Gas - Check Register Page 26 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT So Calif Gas Company Only. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410139 05/27/2020 SO CALIF GAS COMPANY 8,675.95 489.95 9,165.90 *** AP 00410264 06/03/2020 SO CALIF GAS COMPANY 946.22 0.00 946.22 Total City: $9,622.17 Total Fire: $489.95 Grand Total: . Note: *** Check Number includes both City and Fire District expenditures User: VLOPEZ - VERONICA LOPEZ Page: 1 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:59:14 Page 27 DATE: June 17, 2020 TO: President and Members of the Board of Directors FROM: Lori E. Sassoon, Deputy City Manager/Administrative Services INITIATED BY: Tamara L. Layne, Finance Director Sandra G. Ramirez, Department Manager SUBJECT: CONSIDERATION TO RECEIVE AND FILE CURRENT INVESTMENT SCHEDULE AS OF MAY 31, 2020. RECOMMENDATION: Staff recommends that the President and Members of the Board of Directors receive and file the attached current investment schedule for the Rancho Cucamonga Fire Protection District as of May 31, 2020. BACKGROUND: The attached investment schedule as of May 31, 2020 reflects cash and investments managed by the Finance/Treasury Management Division and is in conformity with the requirements of California Government Code Section 53601 and the Rancho Cucamonga Fire Protection District's adopted Investment Policy as approved by the President and Members of the Board of Directors on February 20, 2019. ANALYSIS: The District's Treasurer is required to submit a quarterly investment report to the President and Members of the Board of Directors in accordance with California Government Code Section 53646. The quarterly investment report is required to be submitted within 30 days following the end of the quarter covered by the report. However, the District Treasurer has elected to provide this report on a monthly basis. FISCAL IMPACT: None COUNCIL GOAL(S) ADDRESSED: N/A ATTACHMENTS: Description Attachment 1 - Portfolio Management - Portfolio Summary May 31, 2020 Page 28 LI RE R. C. Fire Protection District Portfolio Management Portfolio Summary May 31, 2020 City of Rancho Cucamonga Reporting period 0510112020-0513112020 Run Date: 0611 012020 - 1612 Page 29 Portfolio FIRE AP PM (PRF_PM1) 7.3.0 Report Ver. 7.3.6.1 Par Market Book % of Days to YTM YTM Investments Value Value Value Portfolio Term Maturity 360 Equiv. 365 Equiv. Local Agency Investment Fund 33,068,990.09 33,068,990A9 33,068,990.09 43.44 1 1 1.344 1.363 Passbook/Checking Accounts 2,559,052.65 2,559,052.65 2,559,052.65 3.36 1 1 0.197 0.200 Federal Agency Issues - Coupon 37,500,000.00 37,696,276.10 37,498,731.88 49.26 1,627 1,067 1.741 1766 Treasury Securities - Coupon 1,500,000.00 1,510,782.00 1,500, 000.00 1.97 1,461 182 1.603 1.625 Supranational Securities 1,500,000.00 1,510,043.07 1,500,000.00 1.97 1,827 1,631 2.130 2.160 76,128,042.74 76,345,143.91 76,126,774.62 100.00% 867 562 1.522 1.543 Investments Cash and Accrued Interest Accrued Interest at Purchase 1,269.72 1,269,72 S u btota 1 1,269.72 1,269.72 Total Cash and Investments 76,128,042.74 76,346,413.63 76,128,044.34 867 562 1.522 1.543 Total Earnings May 31 Month Ending Fiscal Year To Date Current Year 103,204.08 1,137,491.30 Average Daily Balance 71,173,890.19 67,391,975.42 Effective Rate of Return 1.71% 1.83% 1 certify that this report accurately reflects all District pooled investments and is in conformity with the investment policy adopted February 20, 2019. A copy of the investment policy is available in the Administrative Services Department. The Investment Program herein shown provides sufficient cash flow liquidity to meet the next six months estimated expenditures. The month-end market values were obtained from (IDC) -Interactive . Data Corporation pricing service. ( K'2 Lori E%ofassoon, Treasurer Reporting period 0510112020-0513112020 Run Date: 0611 012020 - 1612 Page 29 Portfolio FIRE AP PM (PRF_PM1) 7.3.0 Report Ver. 7.3.6.1 R. C. Fire Protection District Portfolio Management Portfolio Details - Investments May 31, 2020 Page 1 Average Purchase Stated YTM Days to Maturity CUSIP Investment# Issuer Balance Date Par Value Market Value Book Value Rate Moody's Maturity Date Local Agency Investment Fund SYS0001 0001 LOCAL AGENCY INVESTMENT FUND 33,068,990.09 33,068,990.09 33,068,990.09 1.363 1.363 1 Subtotal and Average 26,681,893.32 33,068,990.09 33,068,990.09 33,068,990.09 1.363 1 Certificates of Deposit- Bank Subtotal and Average 134,354.84 Passbook/Checking Accounts SYS0002 0002 UNION BANK OF CALIFORNIA 2,559,052.65 Subtotal and Average 375,060.92 2,559,052.65 Federal Agency Issues - Coupon 3133EHHH9 1104 FEDERAL FARM CREDIT BANK 3133EKH41 1118 FEDERAL FARM CREDIT BANK 3133ELJF2 1125 FEDERAL FARM CREDIT BANK 3133ELLK8 1128 FEDERAL FARM CREDIT BANK 313OA9VU2 1097 FEDERAL HOME LOAN BANK 3130AAQU5 1100 FEDERAL HOME LOAN BANK 3130AHWB5 1126 FEDERAL HOME LOAN BANK 3130AJ5A3 1130 FEDERAL HOME LOAN BANK 3130AJ7G9 1131 FEDERAL HOME LOAN SANK 3134G8RA9 1083 FEDERAL HOME LOAN MTG CORP 3134G9PV3 1090 FEDERAL HOME LOAN MTG CORP 3134GT61-11 1119 FEDERAL HOME LOAN MTG CORP 3134GURZ5 1121 FEDERAL HOME LOAN MTG CORP 3134GUOU7 1124 FEDERAL HOME LOAN MTG CORP 3136G3QQ1 1088 FEDERAL NATL MTG ASSN 3136G3H65 1096 FEDERAL NATL MTG ASSN 3136G4UE1 1127 FEDERAL NATL MTG ASSN 3135GOY23 1129 FEDERAL NATL MTG ASSN 3136G4UJ0 1132 FEDERAL NATL MTG ASSN Treasury Securities - Coupon 91282BM98 1099 Run Date, 06110!2020 - 16,12 Subtotal and Average 40,982,581.11 2, 559, 052.65 2,559,052.65 2,559,052.65 0.200 P-1 0.200 1 2,559,052.65 0.200 1 05102/2017 1,000,000.00 1,032,250.56 999,232.22 1.920 09103/2019 2,500,000.00 2,509,418,25 2,500,000.00 2.000 01123/2020 3,000,000.00 3,004,777.71 2,998,633.43 1.830 02/13/2020 2,000,000.00 2,015,239-00 1,999,530.15 1.790 11/25/2016 2,000,000.00 2,011,708.24 2,000,000,00 1.350 01130/2017 2,000,000.00 2,013,419.18 2,000,000.00 1.800 01123/2020 2,000,000.00 2,004,268.94 2,000,000.00 2.000 02119/2020 1,500, 000.00 1,511,344,40 1,500,000.00 1.740 02126/2020 2,000,000.00 2,004,052.66 2,000,635.14 1.730 03130/2016 2,500,000.00 2,502,616.63 2,500,000.00 1.500 05127/2016 2,000,000.00 2,026,745.10 2,000,000.00 1.550 09109/2019 1,500,000.00 1,500,602.66 1,500,000.00 2.000 11118/2019 2,000,000.00 2,013,565.46 2,000,000.00 2.030 11112/2019 2,500,000.00 2,506,935.55 2,500,000.00 1.875 05/25/2016 1,500,000.00 1,506,106-52 1,500,000.00 1.500 07/28/2016 1,500.000.00 1,519,798-64 1,500,000.00 1.400 02113/2020 3,000,000.00 3,007,359.39 3,000,000.00 1.730 02118/2020 2,000,000.00 2,004,520-38 2,000,000.00 1.900 02126/2020 1,000,000 00 1,001, 546.83 1,000,700.94 1.850 37,500,000.00 37,696,276.10 37,498,731.88 US TREASURY NOTE 11/30/2016 1,500,000.00 Subtotal and Average 1,500,000.00 1,500,000.00 1,510,782.00 1,510,782.00 Aaa 1 962 700 05/02/2022 Aaa 2.000 1,555 09/03/2024 Aaa 1.843 1,330 01/22/2024 Aaa 1.795 1,709 02104/2025 Aaa 1.350 176 11/24/2020 Aaa 1.800 151 10/30/2020 Aaa 2-000 1,695 01/21/2025 Aaa 1.740 1,540 08/19/2024 Aaa 1.721 1,365 02/26/2024 Aaa 1.500 29 06/30/2020 Aaa 1.550 360 05/27/2021 Aaa 2.000 1,561 09/09/2024 Aaa 2.030 1,631 11/18/2024 Aaa 1.875 1,075 05112/2023 Aaa 1.500 177 11/25/2020 Aaa 1.400 422 07/28/2021 Aaa 1.730 1,260 11/13/2023 Aaa 1.900 1,723 02118/2025 Aaa 1.834 1,731 02126/2025 1.766 1,067 1,500,000.00 1.625 Aaa 1.625 1B2 11/30/2020 1,500,000.00 1.625 182 Portfolio FIRE AP PM (PRF_PM2) 7.3.0 Page 30 Report Ver. 7.3.6.1 R. C. Fire Protection District Portfolio Management Portfolio Details - Investments May 31, 2020 Page 2 Average Purchase Stated YTM Days to Maturity GUSIP Investment # Issuer Balance Date Par Value Market Value Book Value Rate Moody's Maturity Date Supranational Securities 4590581-109 1123 INTL BANK RECONSTRUCTION & DEV 11/18/2019 1,500,000.00 1,510,043.07 1,504,000.00 2.160 Aaa 2.160 1,631 11/18/2024 Subtotal and Average 1,500,000.00 1,500,000.00 1,510,043.07 1,500,000.00 2.160 1,631 Total and Average 71,173,890.19 76,128,042.74 76,345,143.91 76,126,774.62 1.543 562 Portfolio FIRE AP Run Date: 0611 012020 - 16:12 PM {PRF_PM2} 7.3.0 Page 31 R. C. Fire Protection District Portfolio Management Page 3 Portfolio Details - Cash May 31, 2020 Average Purchase Stated YTM Days to CUSIP Investment # Issuer Balance Date Par Value Market Value Book Value Rate Moody's Maturity Average Balance 0.00 Accrued Interest at Purchase 1,269.72 1,269.72 0 Subtotal 1,269.72 1,269,72 Total Cash and Investments 71,173,890.19 76,129,042.74 76,346,413.63 76,128,044.34 1.543 562 Portfolio FIRE AP Run Date0611012020-1612 PM {PRF_PM2} 7.3.0 Page 32 R. C. Fire Protection District Portfolio Management Activity By Type May 1, 2020 through May 31, 2020 Stated Transaction Purchases Redemptions CUSIP Investment # Issuer Rate Date or Deposits or Withdrawals Balance Local Agency Investment Fund (Monthly Summary) SYS0001 0001 LOCAL AGENCY INVESTMENT FUND 1.363 9,000,000.00 1,500,000.00 Subtotal 9,000,000.00 1,500,000.00 33,068,990.09 Certificates of Deposit - Bank 61747MY39 1106 MORGAN STANLEY BANK 2.750 05118/2020 0.00 245,000.00 Subtotal 0.00 245,000.00 0.00 Passbook/Checking Accounts (Monthly Summary) SYS0002 0002 UNION BANK OF CALIFORNIA 0.200 Subtotal Federal Agency Issues - Coupon 3133EKNE2 1114 FEDERAL FARM CREDIT BANK 2.620 05/28/2020 3130AOZRS 1098 FEDERAL HOME LOAN BANK 1.250 05/28/2020 Subtotal Treasury Securities - Coupon Subtotal 2,256,791.45 0.00 2,256,791.45 0.00 0.00 2,000,000.00 0.00 2,000,000,00 0.00 4,000,000.00 2,559,052.65 37,498,731.88 11500,000.00 Supranational Securities Subtotal 1,500,000.00 Total 11,256,791.45 5,745,000.00 76,126,774.62 Run Date: 06110/2020 - 16:12 Page 33 Page 1 Portfolio FIRE AP PM (PRF_PM3) 7.3.0 Report Ver. 7.3.6,1 Federal Agency Coupon 49.26% Rancho Cucamonga Fire Protection District Portfolio Composition May 31, 2020 Supranational Securities 1.97% Accounts 3.36% Page 34 Local Agency Investment Fund 43.44% 50.00% 45.00% 40.00% 35.00% 30.00% 25.00% 20.00% 15,00% 10.00% 5.00% 0.00% Rancho Cucamonga Fire Protection District Portfolio Maturity Distribution May 31, 2020 45.17% 21.66% 15.57% 10.83% -- 3.38% 3.38% Under 6 Months 6 - 12 Months 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years Note: Callable securities in portfolio are included in the maturity distribution analysis to their stated maturity date, although they may be called prior to maturity. Page 35 DATE: June 17, 2020 TO: President and Members of the Board of Directors FROM: John R. Gillison, City Manager INITIATED BY: Ivan Rojer, Fire Chief Eric Noreen, Deputy Fire Chief Michelle Cowles, Management Analyst II SUBJECT: CONSIDERATION OF A RESOLUTION APPROVING THE ANNUAL LOCAL RESPONSIBILITY AREA WILDLAND PROTECTION AGREEMENT WITH THE CALIFORNIA DEPARTMENT OF FORESTRY AND FIRE PROTECTION IN THE AMOUNT OF $194,745. RECOMMENDATION: Staff recommends the Fire Board adopt a resolution approving the annual renewal of Local Responsibility Area (LRA) Wildland Protection Agreement No. 3CA04815 with the California Department of Forestry and Fire Protection (Cal FIRE) for $194,745. BACKGROUND: On October 1, 2015, Rancho Cucamonga Fire Protection District (District) agreed with Cal FIRE to provide supplemental wildland fire protection of 1206.60 acres of wildland within the District. The Fire Board approves the renewal of the Cal FIRE agreement annually. The City of Rancho Cucamonga is currently in the process of annexing 4,104 acres of State Responsibility Area (SRA) known as the Etiwanda Heights Plan into the city limits. The approval of the annexation would require additional supplemental wildland fire protection from Cal Fire. The total acreage of the wildland contract for 2020 would be 5,271 Acres. The Cal Fire contract is an annual fee and cannot be prorated. The wildland/urban interface area of Rancho Cucamonga is prone to wildfire. The magnitude of these wildfires, as witnessed in the October 2013 Grand Prix Fire and the April 2014 Etiwanda Fire, in terms of suppression efforts and response, far exceeds the capabilities of the District on -duty fire crews. Local city fire departments and districts routinely rely on mutual aid to assist each other in large-scale incidents. Mutual aid is a like -for -like provision of resources without cost to the receiving agency. The suppression of massive wildfires is enhanced by utilizing water and retardant dropping aircraft, hand crews, dozers, and various overhead management positions. These specialized resources are critical for the initial suppression of a wildland fire. The District does not have these dedicated resources or enough overhead to fill all the needed positions on a complex local mutual threat zone wildfire. The State of California realizes that fires in the Rancho Cucamonga wildland/urban interface are a mutual threat to State Responsibility Areas (SRA) and formulates available agreements with local agencies on a per -acre fee. ANALYSIS: Through this Agreement, Cal FIRE would assume the primary fiscal responsibility for suppressing wildland fires in the contract area. Our LRA, which is City incorporated land, would be supported with Page 36 resources and a level of service provided on the adjacent SRA land without the burden of the significant unfunded liability. In the event of a significant wildfire in the contract area, fire suppression costs would likely exceed the amount of the proposed contract. If the Fire Board chooses not to renew the LRA Wildland Protection Agreement, the actual cost of retardant dropping aircraft, hand crews, dozers, and various overhead management positions utilized to suppress wildland fires in our LRA will be the responsibility of the Fire District. Annual amendments to the Agreement are required to reflect any changes in Cal FIRE's costs for providing this service. FISCAL IMPACT: The FY2020/21 LRA Wildland Protection Agreement rate is $32.85 per acre. The total cost is $194,745, which includes a 12.47% administrative fee. In anticipation of this Agreement, the District budgeted funds in Fire Suppression/Contract Services, Account Number 3281508-5300. COUNCIL GOAL(S) ADDRESSED: This Agreement will promote and enhance a safe and healthy community by reducing the threat of wildfire, working cooperatively with stakeholders to enhance firefighting resources in the designated wildfire prone lands, and providing a high quality of life, property, and habitat for all. ATTACHMENTS: Description ATTACHMENT 1 - Resolution Page 37 ATTACHMENT 1 RESOLUTION NO. FD 20-xxx A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, APPROVING THE LOCAL RESPONSIBILITY AREA WILDLAND PROTECTION AGREEMENT WITH THE CALIFORNIA DEPARTMENT OF FORESTRY AND FIRE PROTECTION (Cal FIRE) FOR SERVICES FROM JULY 1, 2020 TO JUNE 30, 2021 WHEREAS, the Rancho Cucamonga Fire Protection District (RCFPD) is a public agency and California fire protection district located in the County of San Bernardino, State of California; and WHEREAS, the wildland/urban interface area of the RCFPD and the City of Rancho Cucamonga is prone to wildfire and the magnitude of these wildfires, in terms of suppression efforts and response, far exceeds the capabilities of RCFPD on -duty crews; and WHEREAS, the suppression of large-scale wildfires is enhanced by utilizing water and retardant dropping aircraft, hand crews, dozers, and various overhead management positions; and WHEREAS, RCFPD does not have the capacity to provide firefighting aircraft, hand crews, dozers, and enough overhead management to respond to large wildland fires on a mutual aid basis; therefore, RCFPD must contract for these services; and WHEREAS, pursuant to Public Resources Code Section 4142, et seq., the California Department of Forestry and Fire Protection (Cal FIRE) may, with the approval of the Department of General Services, enter into a cooperative agreement upon such terms and under such conditions it deems wise, for preventing and suppressing forest fires or other fires in any lands within any county, city, or district which makes an appropriation for such purpose; and WHEREAS, the purpose of an operating plan is to increase and/or enhance the fire ground operations within the Cal FIRE San Bernardino -- Rancho Cucamonga Fire Protection District Wildland Contract Area, including mutual threat zones. This plan would allow responding agencies to pre -designate the Unified Ordering point, VHF Radio Frequencies, establishment of a Unified Command structure for wildland fires in the contract area; and WHEREAS, the Fiscal Year 2020/21 cost for 5,271 acres is $32.85 per acre for a total cost of $194,744.45, which includes a 12.47% administrative fee. NOW, THEREFORE, THE PRESIDENT OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT HEREBY RESOLVES, as follows: 1. The facts set forth in the Recitals, above are true and correct. 2. The Board of Directors of the Rancho Cucamonga Fire Protection District hereby approves the Local Responsibility Area Wildland Protection Agreement with the California Department of Forestry and Fire Protection (Cal FIRE) dated June 17, 2020, in the total amount of $194,744.45, for the period of July 1, 2020 through June 30, 2021. 3. The Secretary of the Rancho Cucamonga Fire Protection District shall certify to the adoption of this Resolution. BE IT FURTHER RESOLVED, that the President of said Board be and hereby is authorized to sign and execute said agreement on behalf of the Rancho Cucamonga Fire Protection District. Page 38 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Robert Neiuber, Human Resources Director SUBJECT: CONSIDERATION TO ADOPT A RESOLUTION APPROVING THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT'S SALARY SCHEDULES FOR FISCAL YEAR 2020-21, INCLUDING THE ADDITION OF FIRE BUSINESS MANAGER CLASSIFICATION. RECOMMENDATION: Staff recommends the Board of Directors of the Rancho Cucamonga Fire Protection District adopt the attached resolution approving the salary schedules for fiscal year 2020-21 for job classifications employed by the Rancho Cucamonga Fire Protection District, including the addition of Fire Business Manager Classification. BACKGROUND: The Fire Board traditionally adopts salary resolutions for those classifications employed by the Rancho Cucamonga Fire District. These resolutions are updated to reflect changes in salaries, additions, and deletions of classifications, changes in job titles and other terms of employment. The Fire Board considers salary schedules twice a year. Updates to the salary schedules include terms negotiated on the current Memorandum of Understanding (MOU). ANALYSIS: The attached resolution includes changes previously approved in the MOU for Fire Union and Fire Management Group. These changes include a 4% equity adjustment effective July 11, 2020 for the Fire Union and Fire Management bargaining units. In addition, changes to the Fire Union salary schedule include an update to the Field Training Officer's hourly rate to accurately reflect the position's current 40 -hour work week schedule and the deletion of Fire Inspector as a result of the position's reclassification to Fire Captain Specialist. The Fire Support Services Association (FSSA) salary schedule includes the addition of Fire Business Manager classification. This position is an upgrade to the currently vacant Management Analyst III position. The upgrade accurately reflects the current job duties and responsibilities of the position and the evolving needs of the Fire District. The Fire Business Manager is an essential position administering and directing programs, budget and contracts, and administrative business operations. A recent classification and compensation study showed the Fire Business Manager duties and compensation comparable to the City's Principal Management Analyst classification. Page 39 Staff recommends that the Fire Board approve the resolution updating the Fire Union and Fire Management salary schedules for fiscal year 2020-21 to include the aforementioned changes as agreed upon in the respective MOUs, and the addition of the Fire Business Manager classification to the FSSA salary schedule at the same salary range as the Principal Management Analyst. FISCAL IMPACT: Adjustments to the salary schedules including the addition of the Fire Business Manager classification and their fiscal impacts were considered during the FY 2020-21 Budget. COUNCIL GOAL(S) ADDRESSED: ENHANCING PREMIER COMMUNITY STATUS The approval of this resolution helps the District ensure classifications reflect, attract and retain an exceptional workforce to continue to be a premier employer for the community. ATTACHMENTS: Description Attachment 1 - Resolution Attachment 2 - Fire Union Salary Schedule Attachment 3 - Fire Management Group Salary Schedule Attachment 4 - Fire Support Services Association Salary Schedule Attachment 5 - Fire Part-time Employees Salary Schedule Page 40 RESOLUTION NO. FD 20- A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE SALARY SCHEDULES FOR FISCAL YEAR 2020-21, INCLUDING THE ADDITION OF THE FIRE BUSINESS MANAGER CLASSIFICATION WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District has determined that it is necessary for the efficient operation and management of the District that policies be established prescribing salary ranges, benefits and holidays and other policies for employees of the Rancho Cucamonga Fire Protection District; and WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District has previously adopted salary resolutions that established salary ranges, benefits and other terms of employment for employees of the Rancho Cucamonga Fire Protection District; and WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District recognizes that it is necessary from time to time to amend the salary resolution to accommodate changes in position titles, classifications salary ranges, benefits and other terms of employment; and NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Rancho Cucamonga Fire Protection District, Rancho Cucamonga, California to approve the attached salary schedules for the Fire District positions (Attachments 2 - 5) effective July 1, 2020. PASSED, APPROVED AND ADOPTED this 17th day of June, 2020. L. Dennis Michael, President ATTEST: Janice C. Reynolds, Secretary Page 41 FIRE UNION ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES July 11, 2020 Page 42 Resolution No. FD A B C D E FIRE CAPTAIN 33.52 35.20 36.95 38.80 40.74 Hourly 3,753.71 3,941.99 4,138.55 4,345.78 4,562.47 Bi -Weekly 8,133.04 8,540.97 8,966.87 9,415.85 9,885.36 Monthly FIRE CAPTAIN 33.52 35.20 36.95 38.80 40.74 Hourly SPECIALIST 3,753.71 3,941.99 4,138.55 4,345.78 4,562.47 Bi -Weekly 8,133.04 8,540.97 8,966.87 9,415.85 9,885.36 Monthly FIRE ENGINEER 28.57 29.99 31.50 33.07 34.73 Hourly 3,199.53 3,359.39 3,527.54 3,703.98 3,889.89 Bi -Weekly 6,932.32 7,278.68 7,643.00 8,025.28 8,428.09 Monthly FIREFIGHTER 24.97 26.22 27.53 28.91 30.35 Hourly 2,796.93 2,936.66 3,083.49 3,237.43 3,399.65 Bi -Weekly 6,060.01 6,362.76 6,680.89 7,014.42 7,365.92 Monthly FIELD TRAINING OFFICER 46.92 49.27 51.73 54.32 57.03 Hourly (40 hour Workweek) 3,753.71 3,941.99 4,138.55 4,345.78 4,562.47 Bi -Weekly 8,133.04 8,540.97 8,966.87 9,415.85 9,885.36 Monthly HAZARDOUS MATERIAL STIPEND (5% of Fire Enqr. Step E) (40 Hour Workweek) 2.43 2.43 2.43 2.43 2.43 Hourly (56 Hour Workweek) 1.74 1.74 1.74 1.74 1.74 Hourly 194.49 194.49 194.49 194.49 194.49 Bi -Weekly 421.40 421.40 421.40 421.40 421.40 Monthly PARAMEDIC STIPEND (13.92% of Fire Enqr. Step E) (40 Hour Workweek) 6.77 6.77 6.77 6.77 6.77 Hourly (56 Hour Workweek) 4.83 4.83 4.83 4.83 4.83 Hourly 541.47 541.47 541.47 541.47 541.47 Bi -Weekly 1,173.19 1,173.19 1,173.19 1,173.19 1,173.19 Monthly FIELD TRAINING OFFICER STIPEND (9.3% of Fire Capt. Step E) (40 Hour Workweek) 5.30 5.30 5.30 5.30 5.30 Hourly 424.31 424.31 424.31 424.31 424.31 Bi -Weekly 919.34 919.34 919.34 919.34 919.34 Monthly TECHNICAL RESCUE STIPEND (5% of Fire Enqr. Step E) (40 Hour Workweek) 2.43 2.43 2.43 2.43 2.43 Hourly (56 Hour Workweek) 1.74 1.74 1.74 1.74 1.74 Hourly 194.49 194.49 194.49 194.49 194.49 Bi -Weekly 421.40 421.40 421.40 421.40 421.40 Monthly TERRORISM LIAISON OFFICER STIPEND (2.5% of Fire Enqr. Step E) (40 Hour Workweek) 1.22 1.22 1.22 1.22 1.22 Hourly (56 Hour Workweek) 0.87 0.87 0.87 0.87 0.87 Hourly 97.25 97.25 97.25 97.25 97.25 Bi -Weekly 210.70 210.70 210.70 210.70 210.70 Monthly BA, BS, or Fire Officer Certification (40 Hour Workweek) 1.83 1.83 1.83 1.83 1.83 Hourly (56 Hour Workweek) 1.31 1.31 1.31 1.31 1.31 Hourly 146.31 146.31 146.31 146.31 146.31 Bi -Weekly 317.00 317.00 317.00 317.00 317.00 Monthly MA, MS or Chief Officer Certification (40 Hour Workweek) 2.74 2.74 2.74 2.74 2.74 Hourly (56 Hour Workweek) 1.96 1.96 1.96 1.96 1.96 Hourly 219.23 219.23 219.23 219.23 219.23 Bi -Weekly 475.00 475.00 475.00 475.00 475.00 Monthly Page 42 Resolution No. FD FIRE MANAGEMENT EMPLOYEES GROUP SALARY SCHEDULE AS OF JULY 119 2020 A B C D E F Resolution No. FD FIRE CHIEF 89.52 94.00 98.70 103.62 108.81 114.25 Hourly 7,161.79 7,519.71 7,895.74 8,289.88 8,704.72 9,140.26 Bi -Weekly 15,517.22 16,292.71 17,107.44 17,961.41 18,860.23 19,803.89 Monthly FIRE DEPUTY CHIEF 73.45 77.12 80.97 85.03 89.27 93.74 Hourly 5,875.88 6,169.98 6,477.87 6,802.15 7,141.96 7,499.01 Bi -Weekly 12,731.07 13,368.28 14,035.39 14,738.00 15,474.24 16,247.86 Monthly FIRE BATTALION CHIEF 45.73 48.01 50.41 52.93 55.57 Hourly (56 Hour Workweek) 5,121.24 5,377.38 5,645.61 5,928.49 6,224.31 Bi -Weekly 11,096.01 11,651.00 12,232.15 12,845.06 13,486.00 Monthly FIRE BATTALION CHIEF 64.02 67.22 70.57 74.11 77.80 Hourly (40 Hour Workweek) 5,121.24 5,377.38 5,645.61 5,928.49 6,224.31 Bi -Weekly 11,096.01 11,651.00 12,232.15 12,845.06 13,486.00 Monthly FIRE MARSHAL 68.66 72.09 75.70 79.49 83.45 Hourly 5,492.95 5,767.21 6,056.13 6,358.85 6,676.23 Bi -Weekly 11,901.40 12,495.62 13,121.62 13,777.51 14,465.18 Monthly BATTALION CHIEF TRAINING OFFICER STIPEND (7.26% of 40 hr BC Current Step) 4.65 4.88 5.12 5.38 5.65 Hourly 371.80 390.40 409.87 430.41 451.88 Bi -Weekly 805.57 845.86 888.05 932.55 979.08 Monthly Page 43 Resolution No. FD FIRE SUPPORT SERVICES ASSOCIATION SALARY SCHEDULE AS OF JULY 1, 2020 Fire Support Services Salary Schedule JRggIe, 9020 A B C D E F COMMUNICATIONS TECHNICIAN 25.37 26.64 27.97 29.37 30.83 32.38 Hourly 2,029.39 2,130.86 2,237.40 2,349.27 2,466.74 2,590.07 Bi -Weekly 4,397.01 4,616.86 4,847.70 5,090.09 5,344.59 5,611.82 Monthly COMMUNITY AFFAIRS SENIOR 30.46 31.98 33.58 35.26 37.02 38.88 Hourly COORDINATOR 2,436.77 2,558.61 2,686.54 2,820.86 2,961.91 3,110.00 Bi -Weekly 5,279.66 5,543.65 5,820.83 6,111.87 6,417.46 6,738.34 Monthly EMERGENCY MANAGEMENT 38.00 39.90 41.89 43.99 46.19 48.50 Hourly COORDINATOR 3,039.81 3,191.80 3,351.39 3,518.96 3,694.91 3,879.65 Bi -Weekly 6,586.25 6,915.56 7,261.34 7,624.41 8,005.63 8,405.91 Monthly EMERGENCY MEDICAL SERVICES 49.38 51.85 54.44 57.16 60.02 63.02 Hourly ADMINISTRATOR 3,950.49 4,148.01 4,355.41 4,573.18 4,801.84 5,041.93 Bi -Weekly 8,559.39 8,987.36 9,436.73 9,908.56 10,403.99 10,924.19 Monthly FIRE BUSINESS MANAGER 43.05 45.20 47.46 49.83 52.33 54.94 Hourly 3,443.90 3,616.09 3,796.90 3,986.74 4,186.08 4,395.38 Bi -Weekly 7,461.78 7,834.87 8,226.61 8,637.94 9,069.84 9,523.33 Monthly FIRE EQUIPMENT APPRENTICE 19.79 20.78 21.82 22.91 24.06 25.26 Hourly MECHANIC 1,583.51 1,662.69 1,745.82 1,833.11 1,924.77 2,021.01 Bi -Weekly 3,430.95 3,602.49 3,782.62 3,971.75 4,170.34 4,378.85 Monthly FIRE EQUIPMENT LEAD 27.28 28.64 30.08 31.58 33.16 34.82 Hourly MECHANIC 2,182.35 2,291.47 2,406.04 2,526.34 2,652.66 2,785.29 Bi -Weekly 4,728.42 4,964.84 5,213.09 5,473.74 5,747.43 6,034.80 Monthly FIRE EQUIPMENT MECHANIC 24.74 25.98 27.28 28.64 30.07 31.58 Hourly 1,979.19 2,078.15 2,182.05 2,291.16 2,405.71 2,526.00 Bi -Weekly 4,288.24 4,502.65 4,727.78 4,964.17 5,212.38 5,473.00 Monthly FIRE INFORMATION SYSTEMS 24.07 25.27 26.54 27.87 29.26 30.72 Hourly TECHNICIAN 1,925.70 2,021.99 2,123.08 2,229.24 2,340.70 2,457.74 Bi -Weekly 4,172.35 4380.97 4600.02 4830.02 5071.52 5325.09 Monthly FIRE PREVENTION SPECIALIST 27.16 28.52 29.95 31.44 33.02 34.67 Hourly INSPECTION 1 2,172.93 2,281.58 2,395.66 2,515.44 2,641.22 2,773.28 Bi -Weekly 4,708.02 4,943.43 5,190.60 5,450.13 5,722.63 6,008.76 Monthly FIRE PREVENTION SPECIALIST 29.94 31.44 33.01 34.66 36.40 38.22 Hourly INSPECTION II 2,395.52 2,515.29 2,641.06 2,773.11 2,911.76 3,057.35 Bi -Weekly 5,190.28 5,449.80 5,722.29 6,008.40 6,308.82 6,624.26 Monthly FIRE PREVENTION SUPERVISOR 34.07 35.77 37.56 39.44 41.41 43.48 Hourly 2,725.55 2,861.83 3,004.92 3,155.16 3,312.92 3,478.57 Bi -Weekly 5,905.36 6,200.62 6,510.65 6,836.19 7,178.00 7,536.90 Monthly Fire Support Services Salary Schedule JRggIe, 9020 FIRE SUPPORT SERVICES ASSOCIATION SALARY SCHEDULE AS OF JULY 1, 2020 Fire Support Services Salary Schedule JRggIe, 9620 A B C D E F FIRE SHOP SUPERVISOR 32.73 34.36 36.08 37.89 39.78 41.77 Hourly 2,618.16 2,749.07 2,886.52 3,030.85 3,182.39 3,341.51 Bi -Weekly 5,672.69 5,956.32 6,254.14 6,566.84 6,895.19 7,239.95 Monthly MAINTENANCE OFFICER 36.33 38.15 40.05 42.06 44.16 46.37 Hourly 2,906.43 3,051.75 3,204.34 3,364.56 3,532.79 3,709.43 Bi -Weekly 6,297.27 6612.13 6942.74 7289.88 7654.37 8037.09 Monthly MANAGEMENT AIDE 24.99 26.24 27.56 28.93 30.38 31.90 Hourly 1,999.49 2,099.47 2,204.44 2,314.66 2,430.39 2,551.91 Bi -Weekly 4,332.23 4548.84 4776.28 5015.10 5265.85 5529.15 Monthly MANAGEMENT ANALYST 1 29.01 30.46 31.98 33.58 35.26 37.02 Hourly 2,320.73 2,436.77 2,558.61 2,686.54 2,820.86 2,961.91 Bi -Weekly 5,028.25 5279.66 5543.65 5820.83 6111.87 6417.46 Monthly MANAGEMENT ANALYST II 33.34 35.00 36.75 38.59 40.52 42.55 Hourly 2,666.98 2,800.33 2,940.34 3,087.36 3,241.73 3,403.81 Bi -Weekly 5,778.45 6067.37 6370.74 6689.28 7023.74 7374.93 Monthly MANAGEMENT ANALYST III 36.31 38.12 40.03 42.03 44.13 46.34 Hourly 2,904.64 3,049.87 3,202.36 3,362.48 3,530.60 3,707.13 Bi -Weekly 6,293.38 6608.05 6938.45 7285.37 7649.64 8032.12 Monthly PLANS EXAMINER - FIRE 33.37 35.04 36.79 38.63 40.57 42.59 Hourly 2,669.90 2,803.39 2,943.56 3,090.74 3,245.28 3,407.54 Bi -Weekly 5,784.78 6074.02 6377.72 6696.61 7031.44 7383.01 Monthly PUBLIC EDUCATION 28.09 29.50 30.97 32.52 34.15 35.85 Hourly SPECIALIST 2,247.45 2,359.82 2,477.82 2,601.71 2,731.79 2,868.38 Bi -Weekly 4,869.48 5112.95 5368.60 5637.03 5918.88 6214.83 Monthly ADMINISTRATIVE ASSISTANT 17.85 18.79 19.78 20.82 21.92 23.07 Hourly 1,428.16 1,503.33 1,582.45 1,665.74 1,753.41 1,845.69 Bi -Weekly 3,094.35 3,257.21 3,428.64 3,609.10 3,799.05 3,999.00 Monthly EXECUTIVE ASSISTANT 22.31 23.48 24.72 26.02 28.83 30.35 Hourly 1,784.58 1,878.50 1,977.37 2,081.44 2,306.38 2,427.69 Bi -Weekly 3,866.58 4,070.08 4,284.30 4,509.79 4,997.15 5,260.00 Monthly EXECUTIVE ASSISTANT II 25.95 27.31 28.75 30.26 31.85 33.53 Hourly 2,075.64 2,184.88 2,299.87 2,420.92 2,548.34 2,682.46 Bi -Weekly 4,497.21 4,733.91 4,983.06 5,245.33 5,521.40 5,812.00 Monthly Fire Support Services Salary Schedule JRggIe, 9620 Resolution No. FD FIRE DISTRICT PART-TIME HOURLY SALARY SCHEDULE AS OF JULY 1, 2020 A B C D E F COMMUNICATIONS TECHNICIAN 24.38 25.60 26.88 28.23 29.64 31.12 Hourly EMERGENCY MEDICAL SERVICES 41.14 43.20 45.36 47.62 50.01 52.51 Hourly QUALITY IMPROVEMENT NURSE FIRE CLERK 13.00 13.00 13.00 13.00 13.37 14.04 Hourly FIRE EQUIPMENT MECHANIC 23.22 24.38 25.60 26.88 28.23 29.64 Hourly FIRE INFORMATION SYSTEMS 23.14 24.29 25.51 26.78 28.12 29.53 Hourly TECHNICIAN FIRE PREVENTION ASSISTANT 13.00 13.00 13.00 13.00 13.65 14.04 Hourly TEMPORARY/PART-TIME FIRE PREVENTION SPECIALIST 24.49 25.72 27.00 28.35 29.77 31.26 Hourly INSPECTION I MANAGEMENT AIDE 24.01 25.24 26.53 27.88 29.16 30.62 Hourly MANAGEMENT ANALYST 1 27.88 29.31 30.81 32.39 33.87 35.56 Hourly OFFICE SERVICES CLERK 16.85 17.71 18.62 19.57 20.47 21.49 Hourly OFFICE SPECIALIST 1 15.25 16.03 16.85 17.71 18.52 19.45 Hourly OFFICE SPECIALIST II 16.85 17.71 18.62 19.57 20.47 21.49 Hourly PLANS EXAMINER - FIRE 32.08 33.68 35.37 37.13 38.99 40.94 Hourly QUALITY IMPROVEMENT 27.79 29.18 30.64 32.17 33.78 35.47 Hourly SPECIALIST Fire District Part -Time Hourly July 1, 2020 Page 46 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Tamara Layne, Finance Director SUBJECT: CONSIDERATION TO APPROVE BI -WEEKLY PAYROLL IN THE AMOUNT OF $998,411.77 AND WEEKLY CHECK REGISTERS (EXCLUDING CHECKS ISSUED TO SOUTHERN CALIFORNIA GAS COMPANY) IN THE AMOUNT OF $1,921,139.67 DATED MAY 26, 2020 THROUGH JUNE 07, 2020. RECOMMENDATION: Staff recommends City Council approve payment of demands as presented. BACKGROUND: N/A ANALYSIS: N/A FISCAL IMPACT: Adequate budgeted funds are available for the payment of demands per the attached listing. COUNCIL GOAL(S) ADDRESSED: N/A ATTACHMENTS: Description Attachment 1 Check Register Page 47 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00010699 05/27/2020 AHUMADA, ALEXANDER R 0.00 630.56 630.56 AP 00010700 05/27/2020 ALMAND, LLOYD 0.00 630.56 630.56 AP 00010701 05/27/2020 BANTAU, VICTORIA 0.00 539.86 539.86 AP 00010702 05/27/2020 BAZAL, SUSAN 0.00 743.03 743.03 AP 00010703 05/27/2020 BELL, MICHAEL L 0.00 1,723.24 1,723.24 AP 00010704 05/27/2020 BERRY, DAVID 0.00 864.82 864.82 AP 00010705 05/27/2020 BROCK, ROBIN 0.00 1,176.90 1,176.90 AP 00010706 05/27/2020 CAMPBELL, GERALD 0.00 864.82 864.82 AP 00010707 05/27/2020 CAMPBELL, STEVEN 0.00 1,189.23 1,189.23 AP 00010708 05/27/2020 CARNES, KENNETH 0.00 539.86 539.86 AP 00010709 05/27/2020 CLABBY, RICHARD 0.00 1,189.78 1,189.78 AP 00010710 05/27/2020 CLOUGHESY, DONALD R 0.00 2,281.91 2,281.91 AP 00010711 05/27/2020 CORCORAN, ROBERT ANTHONY 0.00 792.12 792.12 AP 00010712 05/27/2020 COSTELLO, DENNIS M 0.00 2,281.91 2,281.91 AP 00010713 05/27/2020 COX, KARL 0.00 630.56 630.56 AP 00010714 05/27/2020 CRANE, RALPH 0.00 630.56 630.56 AP 00010715 05/27/2020 CROSSLAND, WILBUR 0.00 539.86 539.86 AP 00010716 05/27/2020 CURATALO, JAMES 0.00 1,176.90 1,176.90 AP 00010717 05/27/2020 DAGUE, JAMES 0.00 1,127.81 1,127.81 AP 00010718 05/27/2020 DE ANTONIO, SUSAN 0.00 792.12 792.12 AP 00010719 05/27/2020 DEANS, JACKIE 0.00 245.78 245.78 AP 00010720 05/27/2020 DOMINICK, SAMUEL A. 0.00 1,176.90 1,176.90 AP 00010721 05/27/2020 EAGLESON, MICHAEL 0.00 1,723.24 1,723.24 AP 00010722 05/27/2020 EGGERS, BOB 0.00 2,281.91 2,281.91 AP 00010723 05/27/2020 FEJERAN, TIM 0.00 1,588.41 1,588.41 AP 00010724 05/27/2020 FRITCHEY, JOHN D. 0.00 539.86 539.86 AP 00010725 05/27/2020 HEYDE, DONALD 0.00 630.56 630.56 AP 00010726 05/27/2020 INTERLICCHIA, ROSALYN 0.00 245.78 245.78 AP 00010727 05/27/2020 JERKINS, PATRICK 0.00 1,588.41 1,588.41 AP 00010728 05/27/2020 KILMER, STEPHEN 0.00 1,189.78 1,189.78 AP 00010729 05/27/2020 LANE, WILLIAM 0.00 630.56 630.56 AP 00010730 05/27/2020 LARKIN, DAVID W 0.00 1,588.41 1,588.41 AP 00010731 05/27/2020 LEE, ALLAN J. 0.00 948.67 948.67 AP 00010732 05/27/2020 LENZE, PAUL E 0.00 1,487.34 1,487.34 AP 00010733 05/27/2020 LONCAR, PHILIP 0.00 1,189.78 1,189.78 AP 00010734 05/27/2020 LONGO, JOE 0.00 200.43 200.43 AP 00010735 05/27/2020 LUTTRULL, DARRELL 0.00 539.86 539.86 AP 00010736 05/27/2020 MACKALL, BEVERLY 0.00 200.43 200.43 AP 00010737 05/27/2020 MAYFIELD, RON 0.00 630.56 630.56 AP 00010738 05/27/2020 MCKEE, JOHN 0.00 630.56 630.56 AP 00010739 05/27/2020 MCNEIL, KENNETH 0.00 630.56 630.56 AP 00010740 05/27/2020 MICHAEL, L. DENNIS 0.00 1,176.90 1,176.90 AP 00010741 05/27/2020 MORGAN, BYRON 0.00 1,792.73 1,792.73 AP 00010742 05/27/2020 MYSKOW, DENNIS 0.00 1,189.78 1,189.78 AP 00010743 05/27/2020 NAUMAN, MICHAEL 0.00 539.86 539.86 AP 00010744 05/27/2020 NEE, RON 0.00 743.03 743.03 AP 00010745 05/27/2020 NELSON, MARY JANE 0.00 200.43 200.43 User: VLOPEZ - VERONICA LOPEZ Page: 1 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 48 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00010746 05/27/2020 O'BRIEN, TOM 0.00 1,281.58 1,281.58 AP 00010747 05/27/2020 PLOUNG, MICHAEL J 0.00 563.78 563.78 AP 00010748 05/27/2020 POST, MICHAEL R 0.00 1,280.32 1,280.32 AP 00010749 05/27/2020 PROULX, PATRICK 0.00 1,723.24 1,723.24 AP 00010750 05/27/2020 REDMOND, MIKE 0.00 1,176.90 1,176.90 AP 00010751 05/27/2020 ROBERTS, BRENT 0.00 792.12 792.12 AP 00010752 05/27/2020 ROBERTS, CHERYL L 0.00 2,281.91 2,281.91 AP 00010753 05/27/2020 ROEDER, JEFF 0.00 1,723.24 1,723.24 AP 00010754 05/27/2020 SALISBURY, THOMAS 0.00 630.56 630.56 AP 00010755 05/27/2020 SMITH, RONALD 0.00 539.86 539.86 AP 00010756 05/27/2020 SORENSEN, SCOTT D 0.00 1,625.06 1,625.06 AP 00010757 05/27/2020 SPAGNOLO, SAM 0.00 539.86 539.86 AP 00010758 05/27/2020 SPAIN, WILLIAM 0.00 864.82 864.82 AP 00010759 05/27/2020 SULLIVAN, JAMES 0.00 539.86 539.86 AP 00010760 05/27/2020 TAYLOR, STEVEN 0.00 1,975.24 1,975.24 AP 00010761 05/27/2020 TULEY, TERRY 0.00 1,723.24 1,723.24 AP 00010762 05/27/2020 VANDERKALLEN, FRANCIS 0.00 630.56 630.56 AP 00010763 05/27/2020 VARNEY, ANTHONY 0.00 1,176.90 1,176.90 AP 00010764 05/27/2020 WALTON, KEVIN 0.00 1,588.41 1,588.41 AP 00010765 05/27/2020 YOWELL, TIMOTHY A 0.00 245.78 245.78 AP 00010766 05/27/2020 CENTRALSQUARE TECHNOLOGIES LLC 1,320.00 0.00 1,320.00 AP 00010767 05/27/2020 ELECNOR BELCO ELECTRIC INC 141,581.03 0.00 141,581.03 AP 00010768 05/27/2020 GEOGRAPHICS 4,021.00 0.00 4,021.00 AP 00010769 05/27/2020 RICHARDS WATSON AND GERSHON 54,029.21 0.00 54,029.21 AP 00010770 05/27/2020 TICKETS.COM 15,486.50 0.00 15,486.50 AP 00010771 05/27/2020 WESTERN RENEWABLE ENERGY GENERATION INFO 127.91 0.00 127.91 AP 00010772 05/28/2020 ABC LOCKSMITHS INC 35.00 0.00 35.00 AP 00010773 05/28/2020 BIBLIOTHECA LLC 19,721.15 0.00 19,721.15 AP 00010774 05/28/2020 DUNN EDWARDS CORPORATION 306.58 0.00 306.58 AP 00010775 05/28/2020 GENERATOR SERVICES CO INC 2,628.76 0.00 2,628.76 AP 00010776 05/28/2020 HOSE MAN INC 400.24 0.00 400.24 AP 00010777 05/28/2020 OFFICE DEPOT 7,752.21 0.00 7,752.21 AP 00010778 05/28/2020 SITEONE LANDSCAPE SUPPLY LLC 55.21 0.00 55.21 AP 00010779 05/28/2020 TARGET SPECIALTY PRODUCTS 1,954.68 0.00 1,954.68 AP 00010780 05/28/2020 THOMSON REUTERS WEST PUBLISHING CORP 993.00 0.00 993.00 AP 00010781 06/03/2020 CALIF GOVERNMENT VEBA / RANCHO CUCAMONGA 23,262.20 0.00 23,262.20 AP 00010782 06/03/2020 RC CONSTRUCTION SERVICES INC 225,944.82 527,204.58 753,149.40 *** AP 00010783 06/03/2020 RCCEA 1,895.75 0.00 1,895.75 AP 00010784 06/03/2020 RCPFA 12,558.07 0.00 12,558.07 AP 00010785 06/03/2020 RICHARDS WATSON AND GERSHON 608.00 31,917.05 32,525.05 *** AP 00010786 06/04/2020 CITRUS MOTORS ONTARIO INC 99.95 0.00 99.95 AP 00010787 06/04/2020 DIAMOND ENVIRONMENTAL SERVICES 162.40 0.00 162.40 AP 00010788 06/04/2020 DUMBELL MAN FITNESS EQUIPMENT, THE 0.00 830.20 830.20 AP 00010789 06/04/2020 ESRI 2,000.00 0.00 2,000.00 AP 00010790 06/04/2020 HOSE MAN INC 205.83 0.00 205.83 AP 00010791 06/04/2020 MCFADDEN DALE HARDWARE 82.54 0.00 82.54 AP 00010792 06/04/2020 MINUTEMAN PRESS 183.18 0.00 183.18 User: VLOPEZ - VERONICA LOPEZ Page: 2 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 49 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Cu Fire Amount AP 00010793 06/04/2020 OFFICE DEPOT 1,711.41 423.28 2,134.69 *** AP 00010794 06/04/2020 SIEMENS MOBILITY INC 42,343.46 0.00 42,343.46 AP 00010795 06/04/2020 SITEONE LANDSCAPE SUPPLY LLC 4,241.15 0.00 4,241.15 AP 00010796 06/04/2020 SUNRISE FORD 865.04 0.00 865.04 AP 00010797 06/04/2020 TARGET SPECIALTY PRODUCTS 5,843.57 0.00 5,843.57 AP 00010798 06/04/2020 THOMPSON PLUMBING SUPPLY INC 1,706.81 0.00 1,706.81 AP 00410036 05/27/2020 KIRKPATRICK, WILLIAM 0.00 1,666.26 1,666.26 AP 00410037 05/27/2020 RODRIGUEZ, VICTOR 0.00 630.56 630.56 AP 00410038 05/27/2020 TOWNSEND, JAMES 0.00 2,281.91 2,281.91 AP 00410039 05/27/2020 WALKER, KENNETH 0.00 245.78 245.78 AP 00410040 05/27/2020 3SI SECURITY SYSTEMS INC 1,080.00 0.00 1,080.00 AP 00410041 05/27/2020 ABSG CONSULTING INC 8,500.00 0.00 8,500.00 AP 00410042 05/27/2020 ACOSTA, CHRISTI 121.00 0.00 121.00 AP 00410043 05/27/2020 ADVANCED CHEMICAL TRANSPORT INC 1,219.00 0.00 1,219.00 AP 00410044 05/27/2020 ALTA LOMA HIGH SCHOOL 0.00 2,000.00 2,000.00 AP 00410045 05/27/2020 ALTA VISTA MOBILE HOME PARK 397.59 0.00 397.59 AP 00410046 05/27/2020 AUFBAU CORPORATION 4,862.50 0.00 4,862.50 AP 00410047 05/27/2020 BARAJAS, KELLI 190.71 0.00 190.71 AP 00410048 05/27/2020 BRAUN BLAISING SMITH WYNNE 1,508.01 0.00 1,508.01 AP 00410049 05/27/2020 BRIGHTVIEW LANDSCAPE SERVICES INC 550.16 0.00 550.16 AP 00410050 05/27/2020 BURNS, BRYAN 0.00 270.00 270.00 AP 00410051 05/27/2020 C V W D 290.25 0.00 290.25 AP 00410057 05/27/2020 C V W D 70,304.45 1,407.10 71,711.55 *** AP 00410058 05/27/2020 CA LLC - DBA ALTA LAGUNA MHP 500.00 0.00 500.00 AP 00410059 05/27/2020 CARAMEL CONNECTIONS FOUNDATION 0.00 1,000.00 1,000.00 AP 00410060 05/27/2020 CASA VOLANTE MOBILE HOME PARK 700.00 0.00 700.00 AP 00410061 05/27/2020 CENTENO, JASON 0.00 303.96 303.96 AP 00410062 05/27/2020 CHAPARRAL HEIGHTS MOBILE HOME PARK 474.35 0.00 474.35 AP 00410063 05/27/2020 CHECHITELLI, DANIELLE 393.84 0.00 393.84 AP 00410064 05/27/2020 CINTAS CORPORATION #150 0.00 159.67 159.67 AP 00410065 05/27/2020 COLUMBIA CASCADE COMPANY 469.03 0.00 469.03 AP 00410066 05/27/2020 CUCAMONGA MIDDLE SCHOOL 0.00 2,000.00 2,000.00 AP 00410067 05/27/2020 CULBERT, CHARLENE 47.00 0.00 47.00 AP 00410068 05/27/2020 D & K CONCRETE COMPANY 799.51 0.00 799.51 AP 00410069 05/27/2020 DAY CREEK INTERMEDIATE SCHOOL 0.00 1,000.00 1,000.00 AP 00410070 05/27/2020 DELAROSA, LILLIAN 79.00 0.00 79.00 AP 00410071 05/27/2020 DIRECTV 88.79 0.00 88.79 AP 00410072 05/27/2020 DONA MERCED ELEMENTARY SCHOOL 0.00 1,000.00 1,000.00 AP 00410073 05/27/2020 ELITE CUSTOMS CONSTRUCTION 1,350.00 0.00 1,350.00 AP 00410074 05/27/2020 ESTRADA, MARIE 57.00 0.00 57.00 AP 00410075 05/27/2020 ETIWANDA INTERMEDIATE SCHOOL 0.00 2,000.00 2,000.00 AP 00410076 05/27/2020 EXECUTIVE AUTO DETAIL 0.00 345.00 345.00 AP 00410077 05/27/2020 FLEETPRIDE 0.00 2,042.17 2,042.17 AP 00410078 05/27/2020 FOOTHILL COUNTRY DAY SCHOOL 208.25 0.00 208.25 AP 00410079 05/27/2020 FORE CONSTRUCTION LLC 2,837.52 0.00 2,837.52 AP 00410080 05/27/2020 GEORGE HILLS COMPANY 1,112.60 0.00 1,112.60 AP 00410081 05/27/2020 GIRARDOT, YOLANDA 178.00 0.00 178.00 User: VLOPEZ - VERONICA LOPEZ Page: 3 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 50 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410082 05/27/2020 GIRGIS, MEFREH 327.50 0.00 327.50 AP 00410083 05/27/2020 GOLDEN STATE RISK MANAGEMENT AUTHORITY 94,200.00 1,114.00 95,314.00 *** AP 00410084 05/27/2020 GRAYBAR ELECTRIC COMPANY INC 285.47 0.00 285.47 AP 00410085 05/27/2020 GROVES ON FOOTHILL, THE 200.00 0.00 200.00 AP 00410086 05/27/2020 HARO, SANDRA 41.50 0.00 41.50 AP 00410087 05/27/2020 HART, NANETTE 0.00 1,000.00 1,000.00 AP 00410088 05/27/2020 HMC ARCHITECTS 0.00 6,506.08 6,506.08 AP 00410089 05/27/2020 HOGAN COMPANY INC 612.45 0.00 612.45 AP 00410090 05/27/2020 HOMETOWN AMERICA RAMONA VILLA 500.00 0.00 500.00 AP 00410091 05/27/2020 HUNTINGTON, TAMMIE 112.00 0.00 112.00 AP 00410092 05/27/2020 INLAND DESERT SECURITY & COMMUNICATIONS INC 54.00 0.00 54.00 AP 00410093 05/27/2020 INLAND FAIR HOUSING AND MEDIATION BOARD 4,220.70 0.00 4,220.70 AP 00410094 05/27/2020 INLAND OVERHEAD DOOR COMPANY 876.00 0.00 876.00 AP 00410095 05/27/2020 INLAND VALLEY COUNCIL OF CHURCHES 5,072.00 0.00 5,072.00 AP 00410096 05/27/2020 INTERSTATE BATTERIES 1,753.37 0.00 1,753.37 AP 00410097 05/27/2020 INYO NETWORKS 6,394.50 0.00 6,394.50 AP 00410098 05/27/2020 JOHNSON, FAYE 569.28 0.00 569.28 AP 00410099 05/27/2020 KRZEMINSKI, ELAINE 103.00 0.00 103.00 AP 00410100 05/27/2020 LOS AMIGOS ELEMENTARY SCHOOL 0.00 2,000.00 2,000.00 AP 00410101 05/27/2020 MAIN STREET SIGNS 333.97 0.00 333.97 AP 00410103 05/27/2020 MARIPOSA LANDSCAPES INC 123,016.36 2,576.88 125,593.24 *** AP 00410104 05/27/2020 MCI 33.08 0.00 33.08 AP 00410105 05/27/2020 MCMASTER-CARR SUPPLY COMPANY 143.26 0.00 143.26 AP 00410106 05/27/2020 MG PETROLEUM INC 1,430.00 0.00 1,430.00 AP 00410107 05/27/2020 MIJAC ALARM COMPANY 0.00 384.00 384.00 AP 00410108 05/27/2020 MILES, MENDELLE 973.60 0.00 973.60 AP 00410109 05/27/2020 MOBILITIE SERVICES LLC 500.00 0.00 500.00 AP 00410110 05/27/2020 MONTGOMERY HARDWARE CO 136.03 1,881.00 2,017.03 *** AP 00410111 05/27/2020 MOORE, ALANA 103.00 0.00 103.00 AP 00410112 05/27/2020 MORTENSEN, AMY 126.00 0.00 126.00 AP 00410113 05/27/2020 MOUNTAIN VIEW SMALL ENG REPAIR 63.67 0.00 63.67 AP 00410114 05/27/2020 NATIONAL PEN CO LLC 659.91 0.00 659.91 AP 00410115 05/27/2020 NEWSOM, DEBI 87.00 0.00 87.00 AP 00410116 05/27/2020 NEXTECH SYSTEMS INC 18,742.69 0.00 18,742.69 AP 00410117 05/27/2020 NUNO, CHARLES 41.50 0.00 41.50 AP 00410118 05/27/2020 ONSITE TRUCK & EQUIPMENT REPAIR INC 2,279.92 0.00 2,279.92 AP 00410119 05/27/2020 ONWARD ENGINEERING 1,980.00 0.00 1,980.00 AP 00410120 05/27/2020 ORKIN PEST CONTROL 72.42 898.10 970.52 *** AP 00410121 05/27/2020 PARKHOUSE TIRE INC 226.75 0.00 226.75 AP 00410122 05/27/2020 PEP BOYS 77.11 0.00 77.11 AP 00410123 05/27/2020 PEREA, VERONICA 403.60 0.00 403.60 AP 00410124 05/27/2020 PINES MOBILE HOME PARK, THE 200.00 0.00 200.00 AP 00410125 05/27/2020 PRIME GLASS 231.93 0.00 231.93 AP 00410126 05/27/2020 PRO -LINE INDUSTRIAL PRODUCTS INC 673.41 0.00 673.41 AP 00410127 05/27/2020 R A BATCHELOR CO 350.00 0.00 350.00 AP 00410128 05/27/2020 R AND R AUTOMOTIVE 410.58 0.00 410.58 AP 00410129 05/27/2020 RANCHO CUCAMONGA CHAMBER OF COMMERCE 3,333.26 0.00 3,333.26 User: VLOPEZ - VERONICA LOPEZ Page: 4 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 51 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410130 05/27/2020 RANCHO CUCAMONGA TOWN SQUARE 5,687.22 0.00 5,687.22 AP 00410131 05/27/2020 RBM LOCK AND KEY SERVICE 35.56 0.00 35.56 AP 00410132 05/27/2020 RICHARD WIGHTMAN CONSTRUCTION INC 7,712.50 0.00 7,712.50 AP 00410133 05/27/2020 RUBEN'S AUTO COLLISION CENTER 1,279.58 0.00 1,279.58 AP 00410134 05/27/2020 SAN BERNARDINO COUNTY FLOOD CONTROL DISTRICT 3,350.00 0.00 3,350.00 AP 00410135 05/27/2020 SEPULVEDA, SAMANTHA 439.51 0.00 439.51 AP 00410136 05/27/2020 SIGNOR, SKYLAR 149.60 0.00 149.60 AP 00410137 05/27/2020 SILVER & WRIGHT LLP 165.20 0.00 165.20 AP 00410138 05/27/2020 SKY MOUNTAIN CHARTER - RENTALS ONLY 250.00 0.00 250.00 AP 00410140 05/27/2020 SOCAL OFFICE TECHNOLOGIES 1,354.48 366.20 1,720.68 *** AP 00410141 05/27/2020 SONSRAY MACHINERY LLC 67.39 0.00 67.39 AP 00410142 05/27/2020 SONZENA, TORIE 155.52 0.00 155.52 AP 00410143 05/27/2020 SOUTH COAST LIGHTING & DESIGN 1,519.28 0.00 1,519.28 AP 00410147 05/27/2020 SOUTHERN CALIFORNIA EDISON 4,970.00 1,096.97 6,066.97 *** AP 00410148 05/27/2020 SOUTHERN CALIFORNIA EDISON 1,649.37 0.00 1,649.37 AP 00410149 05/27/2020 STATEWIDE TRAFFIC SAFETY & SIGNS INC 9,946.71 0.00 9,946.71 AP 00410150 05/27/2020 STOR'EM SELF STORAGE 575.00 0.00 575.00 AP 00410151 05/27/2020 STOTZ EQUIPMENT 102.63 0.00 102.63 AP 00410152 05/27/2020 STUDIO 30 0.00 1,000.00 1,000.00 AP 00410153 05/27/2020 SULEIMAN, LATISHA 404.00 0.00 404.00 AP 00410154 05/27/2020 SUN BADGE CO 0.00 221.65 221.65 AP 00410155 05/27/2020 SUSTAINABLE CLAREMONT 0.00 1,000.00 1,000.00 AP 00410156 05/27/2020 SYCAMORE VILLA MOBILE HOME PARK 400.00 0.00 400.00 AP 00410157 05/27/2020 TIREHUB LLC 1,128.22 0.00 1,128.22 AP 00410158 05/27/2020 TORO TOWING 150.00 0.00 150.00 AP 00410159 05/27/2020 TOT LOT PROS INC 64,800.00 0.00 64,800.00 AP 00410160 05/27/2020 TOWILL INC 47,680.00 0.00 47,680.00 AP 00410161 05/27/2020 U.S. BANK PARS ACCT #6746022500 1,105.85 0.00 1,105.85 AP 00410162 05/27/2020 U.S. BANK PARS ACCT #6746022500 15,435.96 0.00 15,435.96 AP 00410163 05/27/2020 U.S. BANK PARS ACCT #6745033700 6,605.00 0.00 6,605.00 AP 00410164 05/27/2020 VALLEY POWER SYSTEMS INC 0.00 433.67 433.67 AP 00410165 05/27/2020 VELAZQUEZ, HECTOR 174.04 0.00 174.04 AP 00410166 05/27/2020 VIRGIN PULSE INC 1,104.00 0.00 1,104.00 AP 00410167 05/27/2020 WAXIE SANITARY SUPPLY 971.68 0.00 971.68 AP 00410168 05/27/2020 WEST COAST ARBORISTS INC 128,509.00 0.00 128,509.00 AP 00410169 05/27/2020 WHITFIELD, DWAYNE 20.00 0.00 20.00 AP 00410170 05/27/2020 WILLIAMS, EDDIE 12.00 0.00 12.00 AP 00410171 05/27/2020 WISE, SOPHIA 81.08 0.00 81.08 AP 00410172 05/27/2020 Z YANTO SJAFRUDIN 5,000.00 0.00 5,000.00 AP 00410173 05/28/2020 WILLIAMS, EDDIE 178.00 0.00 178.00 AP 00410174 05/28/2020 MCCLAIN, JASON 646.80 0.00 646.80 AP 00410175 06/03/2020 ABED, ASMA 335.50 0.00 335.50 AP 00410176 06/03/2020 ABLE BUILDING MAINTENANCE 3,088.90 0.00 3,088.90 AP 00410177 06/03/2020 ADAPT CONSULTING INC 0.00 473.01 473.01 AP 00410178 06/03/2020 AFLAC GROUP INSURANCE 24.58 0.00 24.58 AP 00410179 06/03/2020 ALFORD, TIM 0.00 70.00 70.00 AP 00410180 06/03/2020 ALL CITIES TOOL 172.35 0.00 172.35 User: VLOPEZ - VERONICA LOPEZ Page: 5 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 52 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410181 06/03/2020 ALL WELDING 225.00 0.00 225.00 AP 00410182 06/03/2020 AMERICAN REGISTRY FOR INTERNET NUMBERS LTD 150.00 0.00 150.00 AP 00410183 06/03/2020 ANWAR, WAEL 176.04 0.00 176.04 AP 00410184 06/03/2020 AUTOLIFT SERVICES INC 0.00 1,364.97 1,364.97 AP 00410185 06/03/2020 BAKER & TAYLOR LLC 3,944.29 0.00 3,944.29 AP 00410186 06/03/2020 BALDY FIRE AND SAFETY INC 0.00 3,202.00 3,202.00 AP 00410187 06/03/2020 BISHOP COMPANY 1,309.12 0.00 1,309.12 AP 00410192 06/03/2020 C V W D 56,033.97 84.58 56,118.55 *** AP 00410193 06/03/2020 CAL PERS LONG-TERM CARE PROGRAM 164.48 0.00 164.48 AP 00410194 06/03/2020 CALIFA GROUP 12,874.82 0.00 12,874.82 AP 00410195 06/03/2020 CALIFORNIA STATE CONTROLLER 3,687.40 0.00 3,687.40 AP 00410196 06/03/2020 CALIFORNIA, STATE OF 100.00 0.00 100.00 AP 00410197 06/03/2020 CALIFORNIA, STATE OF 314.11 0.00 314.11 AP 00410198 06/03/2020 CALIFORNIA, STATE OF 30.00 0.00 30.00 AP 00410199 06/03/2020 CCS ORANGE COUNTY JANITORIAL INC 79,566.73 0.00 79,566.73 AP 00410200 06/03/2020 CENTENO, JASON 0.00 270.00 270.00 AP 00410201 06/03/2020 CHRISTIAN CLASSICAL CONSERVATORY 152.50 0.00 152.50 AP 00410202 06/03/2020 CINTAS CORPORATION #150 1,415.43 598.68 2,014.11 *** AP 00410203 06/03/2020 CITY CLERKS ASSOCIATION OF CALIFORNIA 50.00 0.00 50.00 AP 00410204 06/03/2020 CONCENTRA URGENT CARE 0.00 300.00 300.00 AP 00410205 06/03/2020 CONCEPT POWDER COATING 2,200.00 0.00 2,200.00 AP 00410206 06/03/2020 CONSOLIDATED ELECTRICAL DISTR INC 1,039.70 0.00 1,039.70 AP 00410207 06/03/2020 DAISYECO INC 1,148.38 0.00 1,148.38 AP 00410208 06/03/2020 DALIDA, LIZA 335.50 0.00 335.50 AP 00410209 06/03/2020 DATA TICKET INC 5,072.56 0.00 5,072.56 AP 00410210 06/03/2020 DAVIS, CAROL 94.00 0.00 94.00 AP 00410211 06/03/2020 DELTA DENTAL INSURANCE COMPANY 1,197.68 0.00 1,197.68 AP 00410212 06/03/2020 DELTA DENTAL INSURANCE COMPANY 42,381.53 0.00 42,381.53 AP 00410213 06/03/2020 DEPENDABLE COMPANY INC 6.75 0.00 6.75 AP 00410214 06/03/2020 ERICKSON-HALL CONSTRUCTION CO 0.00 78,491.25 78,491.25 AP 00410215 06/03/2020 FACTORY MOTOR PARTS 0.00 2,692.78 2,692.78 AP 00410216 06/03/2020 FITE, TESFANESH 655.00 0.00 655.00 AP 00410217 06/03/2020 FRANKLIN TRUCK PARTS INC 0.00 291.74 291.74 AP 00410218 06/03/2020 FRONTIER COMM 2,292.61 580.18 2,872.79 *** AP 00410219 06/03/2020 FRONTIER COMM 3,386.74 0.00 3,386.74 AP 00410220 06/03/2020 FUEL SERV 0.00 5,603.91 5,603.91 AP 00410221 06/03/2020 GLOBALSTAR USA 129.37 0.00 129.37 AP 00410222 06/03/2020 GRAINGER 1,415.94 260.54 1,676.48 *** AP 00410223 06/03/2020 HEARTSAVERS LLC 110.00 0.00 110.00 AP 00410224 06/03/2020 HENRY SCHEIN INC 269.38 0.00 269.38 AP 00410225 06/03/2020 HERITAGE EDUCATION GROUP 385.00 0.00 385.00 AP 00410226 06/03/2020 HI -WAY SAFETY INC 447.02 0.00 447.02 AP 00410227 06/03/2020 HMC ARCHITECTS 18,151.36 3,000.17 21,151.53 *** AP 00410228 06/03/2020 HOYT LUMBER CO, S M 0.00 38.76 38.76 AP 00410229 06/03/2020 HUMPHREYS, KATHLEEN 27.00 0.00 27.00 AP 00410230 06/03/2020 INLAND PACIFIC BALLET 825.00 0.00 825.00 AP 00410231 06/03/2020 IRON MOUNTAIN OSDP 1,010.34 0.00 1,010.34 User: VLOPEZ - VERONICA LOPEZ Page: 6 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 53 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410232 06/03/2020 KAISER FOUNDATION HEALTH PLAN INC 239,595.17 0.00 239,595.17 AP 00410233 06/03/2020 KEPHART, DANA 58.00 0.00 58.00 AP 00410234 06/03/2020 KINGDOM CREATIONS 285.54 0.00 285.54 AP 00410235 06/03/2020 KISHKOVAROV, FILIPP 38.44 0.00 38.44 AP 00410236 06/03/2020 LAYNE, MICHAEL K 0.00 1,500.00 1,500.00 AP 00410237 06/03/2020 LEE, HO 137.60 0.00 137.60 AP 00410240 06/03/2020 LOWES COMPANIES INC. 6,071.38 4,692.47 10,763.85 *** AP 00410241 06/03/2020 LOZANO SMITH LLP 1,332.00 0.00 1,332.00 AP 00410242 06/03/2020 MARCEY, ADRIENNE 335.50 0.00 335.50 AP 00410243 06/03/2020 MARIPOSA LANDSCAPES INC 58,344.35 18,757.00 77,101.35 *** AP 00410244 06/03/2020 MCCLURE, JANETTE 107.00 0.00 107.00 AP 00410245 06/03/2020 MEDINA, JENNIFER 118.44 0.00 118.44 AP 00410246 06/03/2020 MULLEN, CELIA 70.30 0.00 70.30 AP 00410247 06/03/2020 NAPA AUTO PARTS 0.00 1,268.80 1,268.80 AP 00410248 06/03/2020 NEXTECH SYSTEMS INC 7,038.66 0.00 7,038.66 AP 00410249 06/03/2020 NUTRIEN AG SOLUTIONS 292.89 0.00 292.89 AP 00410250 06/03/2020 ORKIN PEST CONTROL 603.88 0.00 603.88 AP 00410251 06/03/2020 PACIFIC WESTERN BANK 11,891.83 27,747.61 39,639.44 *** AP 00410252 06/03/2020 PRE -PAID LEGAL SERVICES INC 60.17 0.00 60.17 AP 00410253 06/03/2020 RBM LOCK AND KEY SERVICE 75.69 0.00 75.69 AP 00410254 06/03/2020 REDLANDS UNIFIED SCHOOL DISTRICT 935.00 0.00 935.00 AP 00410255 06/03/2020 REDLANDS UNIFIED SCHOOL DISTRICT 505.75 0.00 505.75 AP 00410256 06/03/2020 REDLANDS UNIFIED SCHOOL DISTRICT 756.50 0.00 756.50 AP 00410257 06/03/2020 REFRIGERATION SUPPLIES DISTRIBUTOR 691.55 0.00 691.55 AP 00410258 06/03/2020 RELIA, SACHIN 449.00 0.00 449.00 AP 00410259 06/03/2020 RJ THOMAS MFG COMPANY INC 4,774.03 0.00 4,774.03 AP 00410260 06/03/2020 SAN BERNARDINO COUNTY 0.00 13,266.27 13,266.27 AP 00410261 06/03/2020 SBPEA 2,523.51 0.00 2,523.51 AP 00410262 06/03/2020 SCHADE, JOHN 261.00 0.00 261.00 AP 00410263 06/03/2020 SHERIFFS COURT SERVICES 100.00 0.00 100.00 AP 00410270 06/03/2020 SOUTHERN CALIFORNIA EDISON 9,330.50 1,480.56 10,811.06 *** AP 00410271 06/03/2020 SOUTHERN CALIFORNIA EDISON 5,791.21 0.00 5,791.21 AP 00410272 06/03/2020 SOUTHWEST TRAFFIC SYSTEMS INC 4,994.78 0.00 4,994.78 AP 00410273 06/03/2020 STANDARD INSURANCE COMPANY 12,009.56 0.00 12,009.56 AP 00410274 06/03/2020 STANDARD INSURANCE COMPANY 3,618.74 0.00 3,618.74 AP 00410275 06/03/2020 TAHA, HALA ABU 335.50 0.00 335.50 AP 00410276 06/03/2020 TESLA ENERGY OPERATIONS INC 868.56 0.00 868.56 AP 00410277 06/03/2020 TRANSLATION EQUIPMENT 12,226.68 0.00 12,226.68 AP 00410278 06/03/2020 TUNGGALDJAJA, INGE 2,300.00 0.00 2,300.00 AP 00410279 06/03/2020 UNITED SITE SERVICES OF CA INC 301.45 0.00 301.45 AP 00410280 06/03/2020 UNITED WAY 60.00 0.00 60.00 AP 00410281 06/03/2020 UPS 14.57 0.00 14.57 AP 00410282 06/03/2020 VAN DAELE HOMES CORPORATION 86.21 0.00 86.21 AP 00410283 06/03/2020 VELOCITY TRUCK CENTERS 92.00 0.00 92.00 AP 00410284 06/03/2020 VENEKLASEN ASSOCIATES INC 0.00 12,000.00 12,000.00 AP 00410285 06/03/2020 VERIZON WIRELESS - LA 0.00 4,962.12 4,962.12 AP 00410286 06/03/2020 VOHNE LICHE KENNELS INC 125.00 0.00 125.00 User: VLOPEZ - VERONICA LOPEZ Page: 7 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 54 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410287 06/03/2020 VULCAN MATERIALS COMPANY 3,249.66 0.00 3,249.66 AP 00410288 06/03/2020 WAXIE SANITARY SUPPLY 2,808.74 1,846.33 4,655.07 *** AP 00410289 06/03/2020 WESTLAND GROUP INC 4,353.00 0.00 4,353.00 AP 00410290 06/03/2020 WESTRUX INTERNATIONAL INC 0.00 388.74 388.74 AP 00410291 06/03/2020 WILSON & BELL AUTO SERVICE 911.30 0.00 911.30 AP 00410292 06/03/2020 WINZER CORPORATION 0.00 100.24 100.24 AP 00410293 06/03/2020 XEROX CORPORATION 672.35 0.00 672.35 AP 00410294 06/03/2020 XEROX FINANCIAL SERVICES 298.38 0.00 298.38 AP 00410295 06/03/2020 YORK RISK SERVICES GROUP INC 14,631.00 0.00 14,631.00 Total City: $1,921,139.67 Total Fire: $853,318.95 Grand Total:$2,774,45K.67 Note: k k k Check Number includes both City and Fire District expenditures User: VLOPEZ - VERONICA LOPEZ Page: 8 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:54:35 Page 55 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Tamara Layne, Finance Director SUBJECT: CONSIDERATION TO APPROVE WEEKLY CHECK REGISTERS FOR CHECKS ISSUED TO SOUTHERN CALIFORNIA GAS COMPANY IN THE AMOUNT OF $9,622.17 DATED MAY 26, 2020 THROUGH JUNE 07, 2020. RECOMMENDATION: Staff recommends City Council approve payment of demands as presented. BACKGROUND: N/A ANALYSIS: N/A FISCAL IMPACT: Adequate budgeted funds are available for the payment of demands per the attached listing. COUNCIL GOAL(S) ADDRESSED: N/A ATTACHMENTS: Description Attachment 1 So Ca Gas - Check Register Page 56 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT So Calif Gas Company Only. Agenda Check Register 5/26/2020 through 6/7/2020 Check No. Check Date Vendor Name Ca Fire Amount AP 00410139 05/27/2020 SO CALIF GAS COMPANY 8,675.95 489.95 9,165.90 *** AP 00410264 06/03/2020 SO CALIF GAS COMPANY 946.22 0.00 946.22 Total City: $9,622.17 Total Fire: $489.95 Grand Total: . Note: *** Check Number includes both City and Fire District expenditures User: VLOPEZ - VERONICA LOPEZ Page: 1 Current Date: 06/08/2020 Report: CK_AGENDA_REG_PORTRAIT_CONSOLIDATED - CK: Agenda Check Register Portrait Layout Time: 07:59:14 Page 57 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: James C. Frost, City Treasurer INITIATED BY: Lori E. Sassoon, Deputy City Manager/Administrative Services Tamara L. Layne, Finance Director Sandra G. Ramirez, Department Manager SUBJECT: CONSIDERATION TO RECEIVE AND FILE CURRENT INVESTMENT SCHEDULE AS OF MAY 31, 2020. RECOMMENDATION: Staff recommends that the City Council receive and file the attached current investment schedule for the City of Rancho Cucamonga as of May 31, 2020. BACKGROUND: The attached investment schedule as of May 31, 2020 reflects cash and investments managed by the Finance/Treasury Management Division and is in conformity with the requirements of California Government Code Section 53601 and the City of Rancho Cucamonga's adopted Investment Policy as approved by the City Council on February 20, 2019. ANALYSIS: The City Treasurer is required to submit a quarterly investment report to the City Council in accordance with California Government Code Section 53646. The quarterly investment report is required to be submitted within 30 days following the end of the quarter covered by the report. However, the City Treasurer has elected to provide this report on a monthly basis. FISCAL IMPACT: None COUNCIL GOAL(S) ADDRESSED: N/A ATTACHMENTS: Description Attachment 1 - Portfolio Management - Portfolio Summary May 31, 2020 Page 58 City of Rancho Cucamonga Portfolio Management Portfolio Summary May 31, 2020 City of Rancho Cucamonga Investments Par Value Market Value Book Value % of Portfolio Term Days to Maturity YTM 360 Equiv. YTM 365 Equiv. Certificates of Deposit - Bank 735,000.00 730,345.00 735,000.00 0.24 1,126 536 2.219 2.250 Local Agency Investment Fund 74,999,654.48 74,999,654.48 74,999,654.46 24.22 1 1 1.344 1.363 CalTrust Short -Term Fund (JPA) 11,000,650.19 11,000,650.19 11,000,650.19 3.55 1 1 1.036 1.050 Certificates of Deposit (Neg)-Bank 245,000.00 255,117.77 245,000.00 0.08 1,097 973 1.879 1.905 Commercial Paper - Discount 24,500,000.00 24,454,290.00 24,403,294.45 7.88 153 105 1.042 1.056 Federal Agency Issues - Coupon 136,595,000,00 137,486,110.54 136,586,507.137 44.11 1,620 1,114 1.712 1,735 Treasury Securities - Coupon 16,000,000.00 16,243,476.00 15,985,534.73 5.16 1,201 278 2.193 2.223 Passbook/Checking Accounts 7,057,798.00 7,057,79800 7,057,798.00 2.28 1 1 0.197 0.200 Municipal Bonds 1,730,000.00 1,735,408.85 1,736,887.02 0.56 702 689 0.904 0.916 Corporate Notes 19,000,000.00 19,838,263.45 18,942,476.99 6.12 1,562 972 2.237 2.268 Supranational Securities 18,000,000.00 18,266,183.55 17,979,700,16 5.81 1,596 1,063 2.202 2.233 309,863,102.67 312,067,297.83 309,672,503.89 100.00% 985 641 1.594 1.616 Investments Cash and Accrued Interest Accrued Interest at Purchase Subtotal Total Cash and Investments 309,863,102.67 4,776.28 4,775.28 312,072,073.11 4,775.26 4,775.28 309,677,279.17 985 641 1.594 1.616 Total Earnings May 31 Month Ending Fiscal Year To Date Current Year 446,180.32 5,152,807.78 Average Daily Balance 299,253,444.89 285,692,456.16 Effective Rate of Return 1.76% 1.96% 1 certify that this report accurately reflects all City pooled investments and is in conformity with the investment policy adopted February 20, 2019. A copy of the investment policy is available in the Administrative Services Department, The Investment Program herein shown provides sufficient cash flow liquidity to meet the next six months estimated expenditures. The month-end market values were obtained qm (IDC) -Interactive Data Corporation pricing service. The attached Summary of Cash and Investments with Fiscal Agents is provided under the City official Investment Policy. The p vi ' 'f the individual bond documents govern the management of these funds. James �G. Fras Treasurer lI _i/ Reporting period 05101/2020-05/3112020 Portfolio CITY AP Run Date: 06!1012020 - 17,05 PM (PRF _PMI) 7,3,6 Report Ver. 7,3,6.1 Page 59 City of Rancho Cucamonga Portfolio Management Portfolio Details - Investments May 31, 2020 Page 1 Local Agency Investment Fund Paper - Discount Average Purchase 1683 3133EJZU6 SYS00005 00005 LOCAL AGENCY INVST FUND Stated YTM Days to Maturity CUSIP Investment# Issuer Balance Date Par Value Market Value Book Value Rate Moody's CalTrust Short -Term Fund (JPA) Maturity Date Certificates of Deposit - Bank 1.559 17 06118/2020 SYS1768 1768 CALTRUST SHORT-TERM FUND 05/2812020 11,000,650.19 11,000,850.19 11,009,650.19 1.050 1.050 33646CJL9 1700 FIRST SOURCE BANK 02128/2018 245,000.00 244,069.00 245,000.00 2.400 2.400 273 03101/2021 61760A607 1744 MORGAN STANLEY PVT BANK 01/30/2020 245,000.00 242,329,50 245,000.00 1.850 1.850 973 01/30/2023 88413QBZO 1699 THIRD FEDERAL SAV & LOAN 02/28/2018 245,000.00 243,946.50 245,000.00 2.500 2.500 361 05128/2021 02/01/2021 Subtotal and Average 869,354.84 1758 735,000.00 730,345.00 735,000.00 2,997,720.00 2,250 536 Local Agency Investment Fund Paper - Discount 1670 3133EHHH9 1683 3133EJZU6 SYS00005 00005 LOCAL AGENCY INVST FUND 74,999,654.48 74,999,654.48 74,999,654.48 1.363 1.363 1 Subtotal and Average 72,096,428.67 74,999,664.48 74,999,654,48 74,999,654.48 1.363 1 CalTrust Short -Term Fund (JPA) 1.5$0 P-1 1.559 17 06118/2020 SYS1768 1768 CALTRUST SHORT-TERM FUND 05/2812020 11,000,650.19 11,000,850.19 11,009,650.19 1.050 1.050 1 Subtotal and Average 1,419,417.76 11,000,650.19 11,000,650.19 11,000,650.19 1.050 1 Certificates of Deposit (Neg)-Bank 1761 EXXON MOBIL CORP 04/30/2020 3,500,000.00 3,494,610.0D 949763S64 1747 WELLS FARGO 01/29/2020 245,000.00 255,117.77 245,000.00 1.900 1.905 973 01130/2023 Subtotal and Average 245,000.00 245,000.00 255,117.77 245,000.00 1.905 973 Commercial Paper - Discount 1670 3133EHHH9 1683 3133EJZU6 1710 3133EKG42 1725 3133EKH41 1726 3133ELBFO 62478XFJ4 1754 UNION BANC INVESTMENT SERVICES 02/25/2020 4,500,000.00 4,499,775.00 4,478,197.50 1.5$0 P-1 1.559 17 06118/2020 62478XM23 1772 UNION BANC INVESTMENT SERVICES 05/27/2020 2,000,000.00 1,998,220.00 1,998,215.00 0.170 P-1 0.173 184 12102/2020 30229AGTO 1761 EXXON MOBIL CORP 04/30/2020 3,500,000.00 3,494,610.0D 3,494,610.00 0.630 P-1 0.640 56 07127/2020 4497WOP10 1773 ING FUNDING LLC 05/08/2020 3,500,000.00 3,491,645.00 3,491,108.06 0,340 P-1 0.345 245 02/01/2021 46640PHJ5 1758 JP MORGAN SECURITIES 04/02/2020 3,000,000.00 2,997,720.00 2,986,775.00 1.150 P-1 1.171 78 08118/2020 89233GHU3 1759 TOYOTA MOTOR CREDIT CORP. 04/03/2020 4,000,009.00 3,993,240.00 3,975,500.00 1.500 P-1 1.530 88 08128/2020 89233GJV9 1760 TOYOTA MOTOR CREDIT CORP. 04/30/2020 4,000,000.00 3,978,880.00 3,978,888.89 1.250 P-1 1.274 129 09129/2020 Subtotal and Average 26,176,648.87 24,500,000.00 24,454,290.00 24,403,294.45 1.042 105 Federal Agency Issues - Coupon 3133EG5D3 1670 3133EHHH9 1683 3133EJZU6 1710 3133EKG42 1725 3133EKH41 1726 3133ELBFO 1734 3133ELJF2 1742 Run Date: 06/10/2020 .17:05 FEDERAL FARM CREDIT BANK 01/27/2017 1,500,000.00 1,544,780.57 FEDERAL FARM CREDIT BANK 05/02/2017 4,000,000.00 4,129,002.24 FEDERAL FARM CREDIT BANK 09120/2018 1,595,000.00 1,649,555.59 FEDERAL FARM CREDIT BANK 08/29/2019 3,000,000.00 3,010,577.25 FEDERAL FARM CREDIT BANK 09/03/2019 3,000,000.00 3,011,301.90 FEDERAL FARM CREDIT BANK 11127/2019 4,500,000.00 4,531,792.55 FEDERAL FARM CREDIT BANK 01123/2020 4,500,000.00 4,507,166.57 1,500,000.00 2.030 Aaa 2.030 605 01127/2022 3,996,928.89 1.920 Aaa 1.962 700 05102/2022 1,593,164.49 2.850 Aaa 2.943 476 09120/2021 3,000,000.00 1.920 Aaa 1.920 1,183 08128/2023 3,00000.00 2.090 Aaa 2.000 1,555 09103/2024 4,500,000.00 1.890 Aaa 1.890 1,640 11/27/2024 4,497,950.14 1.830 Aaa 1.843 1,330 01/22/2024 Portfolio CITY AP PM (PRF-PM2) 7.3.0 Page 60 Report Ver. 7.3.6.1 City of Rancho Cucamonga Portfolio Management Portfolio Details - Investments May 31, 2020 Page 2 CLISIP Investment# Average Issuer Balance Purchase Date Par Value Market Value Book Value Stated Rate Moody's YTM Days to Maturity Maturity Date Federal Agency Issues - Coupon 3133ELLK8 1751 FEDERAL FARM CREDIT BANK 02/1312020 3,000,000.00 3,022,858,50 2,999,295.23 1.790 Aaa 1,795 1,709 02104/2025 3130A9VU2 1664 FEDERAL HOME LOAN BANK 11/25/2016 4,000,000.00 4,023,416.48 4,000,000.00 1.350 Aaa 1.350 176 11!2412020 3130AAQU5 1671 FEDERAL HOME LOAN BANK 01/3012017 4,000,000.00 4,026,838.36 4,000,000.00 1.600 Aaa 1.800 151 10/30/2020 3130AEY38 1712 FEDERAL HOME LOAN BANK 09/2612018 3,000,000.00 3,021,824.25 3,000,000.00 3.200 Aaa 3.200 1,214 09/28/2023 3130AGHW8 1723 FEDERAL HOME LOAN BANK 06/0412019 4,000,000.00 4,000,695.60 4,000,000,00 2.650 Aaa 2.650 1,464 06/04/2024 3130AH268 1728 FEDERAL HOME LOAN BANK 09/11/2019 3,500,000.00 3,512,086.17 3,493,861.39 1.970 Aaa 2.013 1,563 09/11/2024 3130AHMS9 1736 FEDERAL HOME LOAN BANK 11/2712019 3,000,000.00 3,009,392.88 3,000,000.00 1.675 Aaa 1.875 1,548 08/27/2024 3130AHMM2 1737 FEDERAL HOME LOAN BANK 12/11/2019 3,000,000.00 3,021,171.30 3,000,000.00 1.850 Aaa 1.850 1,471 06/11/2024 3130AJ5A3 1753 FEDERAL HOME LOAN BANK 02/19/2020 3,500,000.00 3,526,470.26 3,500,000.00 1.740 Aaa 1.740 1,540 08/19/2024 3130AJ7G8 1757 FEDERAL HOME LOAN BANK 02/2612020 3,000,000.00 3,006,076.99 3,000,952.71 1.730 Aaa 1.721 1,365 02/26/2024 3134G8RA9 1637 FEDERAL HOME LOAN MORTG. CORP. 03/30/2016 3,500,000.00 3,503,663.28 3,500,000.00 1.600 Aaa 1.500 29 06/30/2020 3134GOPV3 1651 FEDERAL HOME LOAN MORTG. CORP. 05/27/2016 3,000,000,00 3,040,117.65 3,000,000,00 1.550 Aaa 1.550 360 05/27/2021 3134GBJFO 1679 FEDERAL HOME LOAN MORTG. CORP. 04/27/2017 4,000,000.00 4,073,941.92 4,000,000.00 1.800 Aaa 1.800 421 07/2712021 3134GBVA7 1687 FEDERAL HOME LOAN MORTG. CORP. 06/29/2017 3,000,000.00 3,105,549.63 3,000,000.00 1,925 Aaa 1.925 75B 06/29/2022 3134GBUG5 1688 FEDERAL HOME LOAN MORTG. CORP. 06/2912017 4,000,000.00 4,004,393.28 4,000,000.00 1.625 Aaa 1.625 28 06/29/2020 3134GBSW3 1689 FEDERAL HOME LOAN MORTG, CORP. 06/2212017 3,500,000.00 3,529,258.22 3,500,139.58 1.750 Aaa 1,743 204 12/22/2020 3134GT6H1 1727 FEDERAL HOME LOAN MORTG, CORP. 09/0912019 3,000,000.00 3,001,205.31 3,000,000.00 2.000 Aaa 2.000 1,561 09109/2024 3134GURZ5 1731 FEDERAL HOME LOAN MORTG. CORP. 11/1812019 3,000,000.00 3,020,348.19 3,000,000.00 2.030 Aaa 2.030 1,631 11/1812024 3134GUQT0 1733 FEDERAL HOME LOAN MORTG. CORP. 11/1612019 4,000,000,00 4,012,436.36 4,000,000.00 2,000 Aaa 2.000 1,631 11!18!2024 3134GUH78 1738 FEDERAL HOME LOAN MORTG. CORP. 12/3012019 5,500,000.00 5,545,413.23 5,500,000.00 2.000 Aaa 2.000 1,673 12/30/2024 3134GVRB6 1752 FEDERAL HOME LOAN MORTG. CORP. 05/0612020 5,000,000.00 4,989,782.00 5,000,000.00 0.850 Aaa 0.850 1,799 05105/2025 3134GVXN3 1764 FEDERAL HOME LOAN MORTG. CORP. 05/2112020 3,500,000.00 3,500,436.07 3,500,000.00 0.650 Aaa 0.650 1,449 05/20/2024 3134GVVE5 1765 FEDERAL HOME LOAN MORTG. CORP. 05/22/2020 3,500,000.00 3,500,041,93 3,500,000.00 0.550 Aaa 0,550 9,267 11120/2023 3136G3QQ1 1648 FEDERAL NATL MTG ASSN 05/2512016 4,000,000.00 4,016,284.04 4,000,000.00 1,500 Aaa 1.500 177 11!2512020 3136G3H65 1660 FEDERAL NATL MTG ASSN 07/2812016 4,000,000.00 4,052,796.36 4,000,000.00 1.400 Aaa 1.400 422 07/28/2021 3135GOX32 1741 FEDERAL NATL MTG ASSN 01/2212020 6,000,000.00 6,007,205.34 6,000,000.00 1.875 Aaa 1.875 1,325 01/17/2024 3136G4UE1 1750 FEDERAL NATL MTG ASSN 02/13/2020 4,000,000.00 4,009,812.52 4,000,000.00 1.730 Aaa 1.730 1,260 11/13/2023 3135GOY23 1752 FEDERAL NATL MTG ASSN 0211612020 3,000,000.00 3,006,780.57 3,000,000.00 1.900 Aaa 1.900 1,723 02/18/2025 3134GVCS5 1755 FEDERAL NATL MTG ASSN 02/2612020 3,000,000.00 3,005,162.82 3,001,411.66 1.820 Aaa 1.808 1,540 08/19/2024 3136G4UJO 1756 FEDERAL NATL MTG ASSN 02/2612020 4,000,000.00 4,006,187.32 4,002,803,78 1.850 Aaa 1.834 1,731 02/26/2025 3136G4VND 1763 FEDERAL NATL MTG ASSN 05/08/2020 4,000,000.00 4,000,285.04 4,000,000.00 0.500 Aaa 0.500 1,068 05/05/2023 Subtotal and Average 141,602,491.67 136,595,000.00 137,486,110.54 136,586,507.87 1.735 1,114 Treasury Securities - Coupon 912828M98 1665 US TREASURY NOTE 11/3012016 5,000,000.00 5,035,940.00 5,000,000.00 1,625 Aaa 1.625 182 11/3012020 912828WY2 1697 US TREASURY NOTE 0210712018 3,500,000.00 3,583,534.50 3,495,232.97 2.250 Aaa 2.372 425 07/3112021 Run Date: 06/10/2020 -17:05 Page 61 Portfolio CITY AP PM (PRF_PM2) 7.3.0 City of Rancho Cucamonga Portfolio Management Portfolio Details - Investments May 31, 2020 Page 3 Run Dale: 0$11012020 - 17:05 Page 62 Portfolio CITY AP PM {PRF_PM2) 7.3.0 Average Purchase Stated YTM Days to Maturity CUSIP Investment 4 Issuer Balance Date Par Value Market Value Book Value Rate Moody's Maturity Date Treasury Securities - Coupon 91282BA42 1705 US TREASURY NOTE 06/0412018 4,000,000.00 4,036,092.00 3,990,872.00 2.000 Aaa 2.475 182 11/30/2020 9128284T4 1706 US TREASURY NOTE 06/20/2018 3,500,000.00 3,587,909.50 3,499,429.76 2.625 Aaa 2.641 379 06/15/2021 Subtotal and Average 15,984,591.61 16,000,000.00 16,243,476.00 15,985,534.73 2.223 278 Passbook/Checking Accounts SYS00180 00180 UNION BANK OF CALIFORNIA 7,057,798.00 7,057,798.00 7,057,798.00 0.200 P-1 0.200 1 Subtotal and Average 2,892,325.58 7,057,798.00 7,057,798.00 7,057,798.00 0.200 1 Municipal Bonds 799055QS0 1774 SAN MATEO FOSTER SCH DIST 05/19/2020 500,000.00 502,995.00 503,349.74 1.266 Aaa 1.050 1,156 08/0112023 799055QR2 1775 SAN MATEO FOSTER SCH DIST 05/19/2020 500,000.00 501,780.00 502,265.15 1.162 Aaa 0.950 791 08/01/2022 799055QQ4 1776 SAN MATEO FOSTER SCH DIST 05/19/2020 475,000.00 475,603,25 476,163.75 1.062 Aaa 0.851 426 08/0112021 799055QP6 1777 SAN MATEO FOSTER SCH DIST 05/19/2020 255,000,00 255,030.60 255,108.38 0,962 Aaa 0.707 61 08/01/2020 Subtotal and Average 728,394.16 1,730,000.00 1,735,408.85 1,736,887.02 0.916 689 Corporate Notes 037833CG3 1714 APPLE INC 02/11/2019 3,000,000.00 3,252,728.43 3,014,136.77 3.000 Aa 2.862 1,348 02109/2024 037833AK6 1717 APPLE INC 05106!2019 4,000,000,00 4,233,674.00 3,964,215.89 2.400 Aa 2.725 1,066 05103/2023 037833DV9 1771 APPLE INC 05/11/2020 4,000,000.00 4,036,839.68 4,012,916.30 0.750 Aa 0.639 1,074 05/1112023 594918BW3 1677 MICROSOFT CORPORATION 02/1412017 5,000,000.00 5,170,785.00 5,000,000.00 2.400 Aaa 2.400 615 02/06/2022 931142DU4 1707 WALMART INC 06/21/2018 3,000,000.00 3,144,236.34 2,951,208,03 2.350 Aa 3.040 927 12/15/2022 Subtotal and Average 19,259,885.80 19,000,000.00 19,838,263.45 18,942,476.99 2.268 972 Supranational Securities 459058FY4 1694 INTL BANK RECONSTRUCTION & DEV 07/2812017 4,500,000,00 4,624,457.04 4,503,867.50 2.000 Aaa 1.945 604 01/26/2022 459058DT7 1708 INTL BANK RECONSTRUCTION & DEV 06/25/2018 4,500,000.00 4,584,650.85 4,475,832.66 2.250 Aaa 2.780 388 06/24/2021 459058HQ9 1730 INTL BANK RECONSTRUCTION & DEV 11/1812019 4,500,000.00 4,630,129.21 4,500,000.00 2.160 Aaa 2.160 1,631 11/18/2024 459058HP1 1735 INTL HANK RECONSTRUCTION & DEV 11/27/2019 4,500,000.00 4,526,946.45 4,500,000.00 2.050 Aaa 2.050 1,626 11/13/2024 Subtotal and Average 17,978,905.93 18,000,000.00 18,266,183.55 17,979,700.16 2.233 1,063 Total and Average 299,253,444.89 309,863,102.67 312,067,297.83 309,672,503.89 1.615 641 Run Dale: 0$11012020 - 17:05 Page 62 Portfolio CITY AP PM {PRF_PM2) 7.3.0 City of Rancho Cucamonga Portfolio Management Portfolio Details - Cash May 31, 2020 Average Purchase Stated YTM Days to CUSIP Investment # Issuer Balance Date Par Value Market Value Book Value Rate Moody's Maturity Run Date: 0611012020 -17:05 Average Balance 0.00 Accrued Interest at Purchase 4,775.28 4,775.28 0 Subtotal 4,775.28 4,775.28 Total Cash and Investments 299,253,444.89 309,863,102.67 312,072,073.11 309,677,279.17 1.615 641 Page 63 Page 4 Portfolio CITY AP PM (PRF PM2) 7.3.0 City of Rancho Cucamonga Portfolio Management Activity By Type May 1, 2020 through May 31, 2020 Stated Transaction Purchases Redemptions CUSIP Investment # Issuer Rate Date or Deposits or Withdrawals Balance Certificates of Deposit - Bank 38148131<89 1701 GOLDMAN SACHS BANK 2.750 05/18/2020 0.00 245,000.00 Subtotal 0.00 245,000.00 735,000.00 Local Agency Investment Fund (Monthly Summary) SYS00005 00005 LOCAL AGENCY INVST FUND 1.363 8,500,000.00 7,500,000.00 Subtotal 8,500,000.00 7,500,000.00 74,999,654.48 CalTrust Short -Term Fund (JPA) SYS1768 1768 CALTRUST SHORT-TERM FUND 1.050 11,000,650.19 0,00 Subtotal 11,000,650.19 0.00 11,000,650.19 Page 1 Certificates of Deposit (Neg)-Bank Subtotal 245,000.00 Commercial Paper - Discount 62478XEUO 1748 UNION BANC INVESTMENT SERVICES 1.600 05/2812020 0.00 3,980,088.89 62478XE71 1749 UNION BANC INVESTMENT SERVICES 1.600 05/0712020 0.00 3,983,822.22 62478XM23 1772 UNION BANC INVESTMENT SERVICES 0.170 05/27/2020 1,998,215.00 0.00 4497WOPIO 177$ ING FUNDING LLC 0.340 05/0812020 3,491,108.06 0.00 Subtotal 5,489,323.06 7,963,911.11 24,403,294.45 Federal Agency Issues - Coupon 3133EKNE2 1722 FEDERAL FARM CREDIT BANK 2.620 05/28/2020 0.00 2,500,000.00 3130A9YQ8 1666 FEDERAL HOME LOAN BANK 1.550 05/2612020 0.00 4,000,000,00 3130A9ZR5 1667 FEDERAL HOME LOAN BANK 1.250 05/2812020 0.00 3,500,000.00 3130AGCU7 1718 FEDERAL HOME LOAN BANK 2.550 05/0612020 0.00 4,000,000.00 3134GTMWO 1721 FEDERAL HOME LOAN MORTG. CORP. 2.750 05/2112020 0.00 4,000,000.00 3134GVR86 1762 FEDERAL HOME LOAN MORTG. CORP. 0.850 05/0812020 5,000,000.00 0.00 3134GVXN3 1764 FEDERAL HOME LOAN MORTG. CORP. 0.650 05/2112020 3,500,000.00 0.00 3134GVVE5 1765 FEDERAL HOME LOAN MORTG. CORP. 0.550 05/2212020 3,500,000.00 0.00 3136G4VNO 1763 FEDERAL NATL MTG ASSN 0.500 05/0812020 4,000,000.00 0.00 Subtotal 16,000,000.00 18,000,000.00 136,586,507.87 Treasury Securities - Coupon Run Date; 0611 012020 -1705 Subtotal 15,985,534.73 Portfolio CITY AP PM (PRF_PM3) 7.3,0 Page 64 Report Ver. 7.3.6.1 City of Rancho Cucamonga Portfolio Management Page 2 Activity By Type May 1, 2020 through May 31, 2020 Stated Transaction Purchases Redemptions CUSIP Investment# Issuer Rate Date or Deposits or Withdrawals Balance Pass book/Checking Accounts (Monthly Summary) SYSOO180 00180 UNION BANK OF CALIFORNIA 0,200 4,304,321,50 0.00 Subtotal 4,304,321.50 0.00 7,057,798.00 Municipal Bonds 799055QSO 1774 SAN MATEO FOSTER SCH DIST 1.266 05/19/2020 503,385.00 0.00 7990550132 1775 SAN MATEO FOSTER SCH DIST 1.162 05/19/2020 $02,300.00 0.00 799055004 1776 SAN MATEO FOSTER SCH DIST 1.062 05/19/2020 476,197.00 0.00 799055QP6 1777 SAN MATEO FOSTER SCH DIST 0.962 05/19/2020 255,130.05 0.00 Subtotal 1,737,012.05 0.00 1,736,887.02 Corporate Notes 037833CS7 1664 APPLE INC 1.800 05/11/2020 0.00 5,000,000.00 037833DV9 1771 APPLE INC 0.750 06/11/2020 4,013,160.00 0.00 Subtotal 4,013,160.00 51000,000.00 18,942,476.99 Supranational Securities Subtotal 17,979,700.16 Total 51,044,466.80 38,708,911.11 309,672,503.89 Run Date: OV1012020 - 17105 Page 65 Portfolio CITY AP PM (PRFWPM3) 7.3.0 US Tr Federal Issues - 44.1 City of Rancho Cucamonga Portfolio Composition May 31, 2020 Sunranational SP_rLiritiBS Page 66 ik Local Agency Investment Fund 24.22% ;alTrust Short -Term Fund (J PA) 3.55% Certificates of Deposit (Neg) -Bank 0.48% )mmercial Paper - Discount 7.88% 35.00% 30.00% 25.00% 20.00% 15.00% 10.00% 5.00% 0.00% City of Rancho Cucamonga Portfolio Maturity Distribution May 31, 2020 29.05% 21.93% 19.72% 11.96% 11.13% 6.21% Under 6 Months 6 - 12 Months 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years Note: Callable securities in portfolio are included in the maturity distribution analysis to their stated maturity date, although they may be called prior to maturity. Page 67 C€ty of Rancho Cucamonga Summary of Cash and Investments with Fiscal Agents For the Month Ended May 31, 2020 Page 1 Page 68 Trustee and/or Purchase Maturity Cost Bond IssuelDeser€ption PaYinn_A-go Account Name Trust Account # Fund Investment Date date` Yield Value Assessment District No 93-1 Wells Fargo Improvement Fund 16913302 101 Money Market Fund 814!1997 NIA 0.01% $ 301,231.54 Masi plaza Reserve Fund 16913301 841 Money Market Fund 81411997 NIA 0.01°% 242,500.00 Redemp. Fund 16913300 841 Money Market Fund 8!411997 NIA 0,01°% 589.82 $ 544,321.36 CFD 2003-01 Improvement Areal (2013) Wells Fargo Reserve Fund 46571801 865 Money Market Fund 9/1/2013 NIA 0.01°% $ 1,418,890.19 Agency Project 46571807 614 Money Market Fund 9!112013 NIA 0.01% 77,801.35 Cultural Center Fund 46571808 615 Money Market Fund 9!112013 NIA 0.01% 191,818.47 Bond Fund 46571800 864 Money Market Fund 91112013 NIA 0,01% 179.26 Developer Project 46571806 614 Money Market Fund 9!112013 NIA 0.01% 98,079.46 Special Tax 46571805 864 Money Market Fund 9!112013 NIA 0,01% 10,008.40 $ 1,796,777.13 CFD 2003-01 Improvement Area 2 (2013) Wells Fargo Band Fund 46659800 866 Money Market Fund 121112013 NIA 0,01% $ 29.41 Reserve Fund 46659801 867 Money Market Fund 121112013 NIA 0.01% 132,650.41 Special Tax Fund 46659805 866 Money Market Fund 12/112013 NIA 0.01% 935.74 $ 133,615.56 CFD No 2004-01 Rancho Etiwanda Series Wells Fargo Admin Expense Fund 48436802 Money Market Fund NIA 0.01% $ Bond Fund 48436800 820 Money Market Fund NIA 0.01% 343.97 Reserve Fund 48436801 821 Money Market Fund NIA 0.01% 1,188,949.88 Special Tax Fund 48436807 820 Money Market Fund NIA 8,369.59 Project Fund 48436809 617 Money Market Fund NIA 44,974.93 $ 1,242,658.37 2014 Rancho Summit Wells Fargo Cost of Issuance Fund 48709906 Money Market Fund NIA $ Bond Fund 48709900 858 Money Market Fund NIA 67.80 Reserve Fund 48709901 859 Money Market Fund NIA 261,102.34 Sepcial Tax Fund 48709907 858 Money Market Fund NIA 1,841.95 Rebate Fund 48709908 Money Market Fund N!A - Redemption Fund 48709903 Money Market Fund N/A Prepayment Fund 48709904 Money Market Fund NIA - $ 263,012.09 2019 Lease Revenue Bonds Welts Fargo Bond Fund 82631600 Money Market Fund 212812019 NIA $ 217.88 Interest 82631601 Money Market Fund 2!28!2019 NIA 0.14 Principal 82631602 Money Market Fund 2128!2019 NIA 0.08 Acquisition and Construciton - Series A 82631605 711 Money Market Fund 2!2812019 NIA 8,891,564.51 Acquisition and Construction - Series B 82631606 711 Money Market Fund 212812019 NIA 2,293,929.84 Cost of Issuance 82631607 Money Market Fund 212812019 NIA Page 1 Page 68 City of Rancho Cucamonga Summary of Cash and Investments with Fiscal Agents For the Month Ended May 31, 2020 Trustee andlor Bond IssuelDescri»tion Paying Ment Account Name Escrow Acct - Day Creek Milas Sr. Affordable Dousing Chase Bank City of Rancho Cucamonga CFD No. 2000-01 South Etiwanda CFD No. 2000-02 Rancho Cucamonga Corporate Park CFD No. 2001-01 IA 1&2, Series A CFD No. 2001-01 IA3, Series B CFD No. 2006-01 Vintner's Grave Union Bank Rancho Cucamonga 2015 CF02000-1 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund Union Bank Rancho Cucamonga 2015 CFD2000-2 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund Union Bank Rancho Cucamonga 2015 CFD2001-1 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund Union Bank Rancho Cucamonga 2015 CFD2001-1 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund Union Bank Rancho Cucamonga 2015 CFD2006-1 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund Page 2 Page 69 Purchase Maturity Cost Trust Account# Fund Investment Date Date` Yield Vatue $ 11,185,712.45 389918209 396 Money Market Fund 4124!2019 NIA $ 3,523,203.81 $ 3,523,203.81 6712140200 7/30/2015 NIA $ 6712140201 Money Market Fund 713012015 NIA - 6712140202 852 Money Market Fund 713012015 NIA 2.55 6712140203 Money Market Fund 7/30/2015 NIA - 6712140204 853 Money Market Fund 7/30/2015 NIA 0.00% 22,805,87 $ 22,808.42 5712140300 Money Market Fund 7/30/2015 NIA $ 6712140301 Money Market Fund 7/30/2015 NIA $ - 6712140302 856 Money Market Fund 7/30/2015 NIA $ 24.76 6712140303 Money Market Fund 7/30/2015 NIA $ - 6712140304 857 Money Market Fund 7130/2015 NIA 0.00% 209,412,26 $ 209,437.04 6712140400 Money Market Fund 7/30/2015 N/A $ - 6712140401 Money Market Fund 7/30/2015 NIA - 6712140402 860 Money Market Fund 7/3012015 NIA 60.27 6712140403 Money Market Fund 7130!2015 NIA - 6712140404 861 Money Market Fund 7/3012015 NIA 0.00% 304,282.45 $ 304,342.72 6712140500 Money Market Fund 713 012 0 1 5 NIA $ - 6712140501 Money Market Fund 7/3012015 NIA 0712140502 862 Money Market Fund 7/3012015 NIA 5.77 6712140503 Money Market Fund 7/3 01201 5 NIA - 6712140504 863 Money Market Fund 7/3012015 NIA 0.00% 29,542.58 $ 29,548.35 6712140600 Money Market Fund 7130/2015 NIA $ - 6712140601 Money Market Fund 7/30/2015 N1A - 6712140602 869 Money Market Fund 7/30/2015 NIA 37.39 6712140603 Money Market Fund 713012015 NIA - 6712140604 870 Money Market Fund 7/30/2015 NIA 0.00% 131,079.40 $ 131,116.79 Page 69 Bond IssuelDescrig_tioo CFD No. 2006-02 Amador on Rt. 66 TOTAL CASH AND INVESTMENTS WITH FISCAL AGENTS City of Rancho Cucamonga Summary of Cash and Investments with Fiscal Agents For the Month Ended May 31, 2020 Trustee and/or Paying Agent Account Name Union Bank Rancho Cucamonga 2015 CFD2006-2 AGY Special Tax Fund Bond Fund Prepayment Fund Reserve Fund Trust Account # Fund Investment ' Note: These investments are money market accounts which have no stated maturity date as they may be liquidated upon demand. Page 3 6712140700 Money Market Fund 6712140701 Money Markel Fund 6712140702 671 Money Market Fund 6712140703 Money Market Fund 6712140704 872 Money Market Fund Purchase Maturity Cost Date Date' Yield Value 7/30/2015 N/A $ 7/30/2015 NIA 7/30/2015 NIA 21.98 7/30/2015 NIA - 713012015 NIA 0.00% 79,660.06 $ 79,682.05 19,466,236.14 $ 19,466,236.14 Page 70 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Lori Sassoon, Deputy City Manager/Administrative Services Tamara L. Layne, Finance Director Noah Daniels, Finance Manager SUBJECT: CONSIDERATION OF APPROVAL OF RESOLUTIONS ORDERING THE PREPARATION OF THE ANNUAL ENGINEER'S REPORTS TO INITIATE PROCEEDINGS TO LEVY ANNUAL ASSESSMENTS; APPROVING THE PRELIMINARY ANNUAL ENGINEER'S REPORTS; AND DECLARING THE CITY COUNCIL'S INTENTION TO LEVY ANNUAL ASSESSMENTS WITHIN LANDSCAPE MAINTENANCE DISTRICTS NOS. 1, 2,313, 4-R, 5,6-R, 7, 8, 9, AND 10; STREET LIGHTING MAINTENANCE DISTRICTS NOS. 1, 2, 3, 4, 5, 6, 7, AND 8; AND PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD -85 FOR FISCAL YEAR 2020/21; AND SETTING THE TIME AND PLACE FOR A PUBLIC HEARING THEREON. RECOMMENDATION: It is recommended that the City Council adopt resolutions ordering the preparation of the Annual Engineer's Reports to initiate the proceedings to levy annual assessments; approving the preliminary Annual Engineer's Reports; declaring the City Council's intention to levy annual assessments within Landscape Maintenance Districts Nos. 1, 2, 313, 4-R, 5, 6-R, 7, 8, 9, and 10; Street Lighting Maintenance Districts Nos. 1, 2, 3, 4, 5, 6, 7, and 8; and Park and Recreation Improvement District No. PD -85 for Fiscal Year 2020/21; and setting a public hearing for July 15, 2020. BACKGROUND: The City of Rancho Cucamonga administers multiple Landscape Maintenance Districts and Street Lighting Districts, and one Park and Recreation District (each a "District" and collectively, the "Districts"), including setting the assessment rates paid by property owners within each District. Property owners pay these annual assessments through their property tax bills, and the revenues provide for the maintenance and operations of parks, landscaping, and street lights within their communities. To set the assessment rates each year, the City Council levies the assessment and reconfirms the Districts by a series of resolutions and a public hearing. The process, which is set by the Landscaping and Lighting Act of 1972 (the "1972 Act"), includes the following steps: 1. City Council adopts a resolution ordering the preparation of the Annual Engineer's Report 2. City Council accepts the preliminary Annual Engineer's Report 3. City Council adopts a resolution of intention and sets the time and place for a public hearing 4. City Council conducts a public hearing and then adopts a resolution confirming the District and Page 71 levying the assessments for the upcoming fiscal year The 1972 Act requires the City Council to accept the preliminary Annual Engineer's Reports at this time; however, approval is not final until after the City Council conducts a public hearing. The Resolutions of Intention set a required public hearing for July 15, 2020, at 7:00 p.m. in the Council Chambers, or remotely, depending on the COVID-19 social distancing guidelines. After the public hearing, the City Council may adopt a resolution confirming the levy of assessments as recommended. Upon final adoption, the Districts will be reconfirmed for Fiscal Year 2020/21, and the assessment amounts will be posted to the County of San Bernardino tax rolls before the deadline in August. These assessments will appear as a separate item on the property tax bill for each parcel. Additionally, the recommended rates were developed during the Fiscal Year 2020/21 budget process and are included in the budgeted revenues for each District. ANALYSIS: Each District has specific and unique improvements based on its boundaries and the community. Additionally, in order to comply with state law, each District's assessment rate cannot exceed its maximum allowable assessment rate. On an annual basis, City staff performs a financial analysis for each District to determine the recommended rates to the City Council that meet the current operations and future capital replacement needs for each District. Based on these analyses, City staff recommends no changes to the assessment rates in Districts LMD 2, LMD 3B, LMD 4-R, LMD 5, and SLD 8. For those Districts, City staff has determined that the current assessment rate was sufficient to meet the operations of the District. For Districts LMD 1, LMD 7, LMD 8, SI -Ds 1 through 7, and PD -85, due to state law, the assessment rate is already at the maximum allowable assessment rate and cannot be increased without voter approval. In those cases, City staff has analyzed the operations of each District and reduced costs where feasible to be in line with the assessment revenues. Assessment rate increases are recommended for the following Districts: • LMD 6-R Caryn Community: Increase the assessment rate to $451.92 per single family residence to reflect increases in operating expenditures. The recommended assessment rate will be the maximum allowable assessment rate. • LMD 9 Lower Etiwanda: Increase the assessment rate to $436.69 per single family residence. This increase is a part of a series of planned increases to the assessment rate after a period of lowered assessment rates meant to reduce excess reserves. At the lowest, between Fiscal Years 2013/14 through 2015/16, the assessment rate was $80 per single family residence. The recommended assessment rate is still below the maximum assessment rate of $622.51 per single family residence. • LMD 10 Rancho Etiwanda: Increase the assessment rate to $758.72 per single family residence to reflect increases in operating expenditures. The recommended assessment rate is below the maximum allowable assessment rate of $957.93 per single family residence. Detailed information for the Districts is contained in the specific preliminary Annual Engineer's Reports attached to this staff report. Below is a summary of the maximum and recommended assessment rates for Fiscal Year 2020/21: District Current Recommended Maximum Notes Assessment Assessment Assessment LMD 1 $92.21 $92.21 $92.21 Rate increase would (General City) require voter approval. LMD 2 $503.80 $503.80 $534.49 No change (Victoria recommended. Neighborhood Parks) LMD 313 $282.24 $282.24 $352.80 No change Page 72 (Commercial recommended. Industrial) LMD 4-R $397.15 $397.15 $471.84 No change (Terra Vista recommended. Planned Community) LMD 5 $56.65 $56.65 $113.29 No change (Andover) recommended. LMD 6-R $438.75 $451.92 $451.92 Increase to reflect an (Caryn Planned increase in Community) operational costs. LMD 7 $307.05 $307.05 $307.05 Rate increase would (North Etiwanda) require voter approval. LMD 8 $151.45 $151.45 $151.45 Rate increase would (South Etiwanda) require voter approval. LMD 9 $311.92 $436.69 $622.51 Rate has been (Lower Etiwanda) artificially low for several years in order to spend down excess reserves; rates being restored to sustainable level over time. LMD 10 $736.62 $758.72 $957.93 Increase to reflect an (Rancho Etiwanda) increase in operational costs. SLD 1 $17.77 $17.77 $17.77 Rate increase would (Arterials) require voter approval. SLD 2 $39.97 $39.97 $39.97 Rate increase would (Local Streets) require voter approval. SLD 3 $47.15 $47.15 $47.15 Rate increase would (Victoria Planned require voter Community) approval. SLD 4 $28.96 $28.96 $28.96 Rate increase would (Terra Vista require voter Planned approval. Community) SLD 5 $34.60 $34.60 $34.60 Rate increase would (Caryn Planned require voter Community) approval. SLD 6 $51.40 $51.40 $51.40 Rate increase would (Commercial require voter Industrial) approval. SLD 7 $33.32 $33.32 $33.32 Rate increase would (North Etiwanda) require voter approval. SLD 8 $30.60 $30.60 $193.75 No change (South Etiwanda) recommended. PD -85 $31.00 $31.00 $31.00 Rate increase would (Red Hill and require voter Page 73 Heritage Parks) I I approval. Lastly, when the Districts were established, they were created in conjunction with new development coming into the City and were intended to bear the costs of the improvements that provide a special benefit to the property owners. However, due to state law restrictions as previously discussed, some Districts are unable to increase the assessment rate without voter approval and have long-term fiscal sustainability issues that will need to be addressed in future years. Those Districts might receive "General Benefit Equivalent Contributions," which are authorized by the City Council to support a District that is operating at a deficit, lacks the resources for necessary maintenance, or has insufficient operating reserves. Per City policy, the amount of the General Benefit Equivalent will not exceed 11 % of the adjusted total budget. In Fiscal Year 2020/21, the following Districts are budgeted to receive General Benefit Equivalent Contributions: • $36,300 for LMD 1 General City • $39,010 for LMD 6-R Caryn Planned Community • $314,280 for SLD 2 Local Streets • $89,100 for SLD 7 North Etiwanda • $72,170 for PD -85 ($3,360 for operations of Red Red Hill Water Feature) Hill and Heritage Parks and $68,810 for the Another type of contribution from the General Fund is a "General Benefit Contribution," which is required by law and quantifies the dollar value of a general benefit provided to the community at large by the District. For Fiscal Year 2020/21, LMD 2 Victoria Neighborhood Parks is budgeted to receive $314,280 in General Benefit Contribution in accordance with the voter -approved measure. FISCAL IMPACT: The Districts are separate from the City General Fund. Assessment revenues collected for each District are used for the maintenance and operations for only that District. The estimated costs of administration, maintenance and operations, and capital improvements in the Districts are described in the Annual Engineer's Report prepared for each District. As noted previously, certain Districts receive some support from the City General Fund due to either legal requirements (General Benefit Contribution) or due to City policy (General Benefit Equivalent Contribution). These amounts are detailed within the staff report. COUNCIL GOAL(S) ADDRESSED: This item addresses critical elements of the City Council's mission and vision statements. By adopting the resolutions, the City Council is addressing the fiscal sustainability of each District and allowing the public an opportunity to participate in the decision-making process by setting a public hearing. ATTACHMENTS: Description Attachment 1 - Preliminary Engineer's Report LMD1 Attachment 2 - Preliminary Engineer's Report LMD2 Attachment 3 - Preliminary Engineer's Report LMD3B Attachment 4 - Preliminary Engineer's Report LMD4-R Attachment 5 - Preliminary Engineer's Report LMD5 Attachment 6 - Preliminary Engineer's Report LMD6-R Attachment 7 - Preliminary Engineer's Report LMD7 Attachment 8 - Preliminary Engineer's Report LMD8 Attachment 9 - Preliminary Engineer's Report LMD9 Attachment 10 - Preliminary Engineer's Report LMD10 Page 74 Attachment 11 - Preliminary Engineer's Report SLD1 Attachment 12 - Preliminary Engineer's Report SLD2 Attachment 13 - Preliminary Engineer's Report SLD3 Attachment 14 - Preliminary Engineer's Report SLD4 Attachment 15 - Preliminary Engineer's Report SLD5 Attachment 16 - Preliminary Engineer's Report SLD6 Attachment 17 - Preliminary Engineer's Report SLD7 Attachment 18 - Preliminary Engineer's Report SLD8 Attachment 19 - Preliminary Engineer's Report PD -85 Attachment 20 - Resolution LIVID Preparation of Engineer's Report Attachment 21 - Resolution LIVID Approving Preliminary Annual Engineer's Report Attachment 22 - Resolution LIVID Declare Intention to Levy Assmt & Set Pub Hearing Attachment 23 - Resolution SLD Preparation of Engineer's Report Attachment 24 - Resolution SLD Approving Preliminary Annual Engineer's Report Attachment 25 - Resolution SLD Declare Intention to Levy Assmt & Set Pub Hearing Attachment 26 - Resolution PD -85 Preparation of Engineer's Report Attachment 27 - Resolution PD -85 Approving Preliminary Annual Engineer's Report Attachment 28 - Resolution PD -85 Declare Intention to Levy Assmt & Set Pub Hearing Page 75 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Landscape Maintenance District No. 1 (General City) Page 76 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 1 (GENERAL CITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 77 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 20 ESTIMATE OF COSTS 21 District Budget 22 Definitions of Budget Items 24 METHOD OF ASSESSMENT 25 Overview 25 General Benefit 26 Special Benefit 26 Method of Assessment Spread 27 ASSESSMENT DIAGRAM 28 ASSESSMENT ROLL AND ANNEXATIONS 30 Assessment Roll 30 Annexations 30 Page 78 ENGINEER'S LETTER WHEREAS, on June 17, 2020 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, 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 2020/21 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 of 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. Fiscal Year 2020/21 Budget Expenditures Personnel Services $ 26,380 Operations and Maintenance 1,250,720 Capital Expenditures 40,000 Transfer Out 90,000 Total Expenditures Budget 1,407,100 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Transfer In Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU Landscape Maintenance District No. 1 — City of Rancho Cucamonga Fiscal Year 2020/21 1,235,240 13,070 1,248,310 78,000 129,820 1,456,130 $ 49,030 13,530.67 $92.21 $ 92.21 1 ATTACHMENT #01 Page 79 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 1 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #01 Page 80 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #01 Page 81 conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including the improvements, to the zones within the 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. 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 landscape maintenance districts 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 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #01 Page 82 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 Ave from Hellman Ave to Amethyst Ave. Ground Cover area: 22,982 square feet Hardscape area: 5,694 square feet A-2 The east side of Hellman Ave from 326 feet south of Pepperidge Ln to 73 feet north of Pepperidge Ln. Ground Cover area: 5,810 square feet Hardscape area: 1,600 square feet A-3 The south side of 19th St from 62 feet east of Mayberry Ave to 173 feet east of Mayberry Ave. Ground Cover area: 1,680 square feet Hardscape area: 440 square feet A-4 The south side of Wilson Ave from Amethyst Ave to Archibald Ave; the planters and cutouts on the west side of Archibald Ave from Wilson Ave to 105 feet south of Cottonwood Way. Ground Cover area: 5,625 square feet A-5 The north and south side of Diamond Ave from Klusman Ave 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 Ave from 348 feet east of Morning Canyon Way to Alder Ridge PI. Ground Cover area: 5,700 square feet Hardscape area: 4,760 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #01 Page 83 A-7 The cutouts and vines on the south side of Wilson Ave from the Alta Loma Channel to 240 feet east of Zapata PI. Ground Cover area: 911 square feet A-8 The east side of Broken Star Ct from 80 feet south of Highland Ave to Highland Ave; the north side of Highland Ave from Amethyst Ave to Broken Star Ct including wood chip area north of sidewalk, the south side of Highland Ave from Broken Star Ct to Amethyst Ave; the west side of Amethyst Ave from 140 feet south of Highland Ave to 265 feet south of Highland Ave. 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 Ave from Hellman Ave to Broken Star Ct. Ground Cover area: 7,865 square feet A-10 The south side of 19th St from 170 feet west of Pilgrim Ct to 167 feet east of Pilgrim Ct. Ground Cover area: 1,808 square feet Hardscape area: 1,084 square feet A-11 The east side of Amethyst Ave from Lemon Ave to 230 feet north of Apricot Ave. Ground Cover area: 2,115 square feet Hardscape area: 3,438 square feet A-12 The west side of Sapphire St from 710 feet north of Hillside Rd to Hillside Rd. Ground Cover area: 4,500 square feet A-13 The south side of Victoria St from 110 feet west of London Ave to Ramona Ave. Ground Cover area: 2,705 square feet Hardscape area: 3,480 square feet A-14 The west side of Archibald Ave from 273 feet north of La Gloria Dr to Lemon Ave; the La Gloria Dr median from Archibald Ave to Jadeite Ave; the north and south side of La Gloria Dr from Archibald Ave to 53 feet east of Jadeite Ave; the north side of Lemon Ave from Archibald Ave to 55 feet east of Klusman Ave. Ground Cover area: 12,880 square feet Hardscape area: 12,030 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #01 Page 84 A-15 The planters and cutouts on the east side of Archibald Ave from 610 feet south of Cottonwood Way to Wilson Ave; the south side of Wilson Ave from Archibald Ave to Alta Loma Channel. Ground Cover area: 2,110 square feet A-16 The cutouts and planters on the east side of Archibald Ave from Banyan St to 190 feet north of Sunflower St. Ground Cover area: 1,580 square feet A-17 The cutouts and planters on the west side of Archibald Ave from 225 feet south of Wilson Ave to Banyan St. Ground Cover area: 2,362 square feet A-18 The cutouts and planters on the north side of Banyan St from Jadeite Ave to 410 feet west of Jadeite Ave. Ground Cover area: 216 square feet A-19 The cutouts and planters on the east side of Amethyst Ave from 192 feet south of Sunflower St to Manzanita Dr. Ground Cover area: 4,325 square feet A-20 The west side of Archibald Ave from 210 feet north of La Colina Dr to 230 feet south of Almond St; the south side of La Colina Dr from Archibald Ave to Jadeite Ave. Ground Cover area: 17,120 square feet A-21 The planter adjacent to the equestrian trail from Riverwood PI to Raspberry PI 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 Ave from Carrari St to Vista Grove St. Ground Cover area: 4,572 square feet A-23 The west side of Haven Ave from 434 feet north of Manzanita Dr to 258 feet south of Manzanita Dr. Ground Cover area: 54,258 square feet Hardscape area: 4,581 square feet A-24 The south side of 19th St from 286 feet east of Amethyst Ave to 166 feet west of Klusman Ave. Ground Cover area: 5,904 square feet Hardscape area: 2,938 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #01 Page 85 A-25 The equestrian trail and planters on the east side of Hermosa Ave from 421 feet south of Whispering Forest Dr to Sun Valley Dr. Ground Cover area: 17,529 square feet A-26 The west side of Haven Ave from 630 feet north of Wilson Ave to Wilson Ave; the parkway on the north side of Wilson Ave from Haven Ave to Mayberry Ave; the parkway on the east side of Mayberry Ave from Wilson Ave to 382 feet north of Poplar St, and the east and west side of Cartilla Ave from Wilson Ave to Poplar St. Ground Cover area: 10,243 square feet Mulchscape area: 25,297 square feet A-27 The north side of 19th St from Mayberry Ave to 93 feet east of Castle Gate PI. Ground Cover area: 5,145 square feet Hardscape area: 2,870 square feet A-28 The east side of Hermosa Ave from 360 feet south of Manzanita Dr to Manzanita Dr, and the south side of Manzanita Dr from Hermosa Ave to Raspberry PI. Ground Cover area: 7,421 square feet Hardscape area: 4,712 square feet A-29 The south side of Wilson Ave from 240 feet west of Timbermist PI to Hermosa Ave; the west side of Hermosa Ave from Wilson Ave to 213 feet south of Oakgrove Dr. Ground Cover area: 11,184 square feet A-30 Site was removed from contract and water service cancelled January 1, 2017. A-31 The south side of Lemon Ave from London Ave to Calle Hermoso. Ground Cover area: 4,404 square feet Hardscape area: 1,800 square feet A-32 The north side of Lemon Ave from the Alta Loma Channel to London Ave; the east side of London Ave from Lemon Ave to Cypress Ct. Ground Cover area: 4,463 square feet Hardscape area: 3,375 square feet A-33 The parkway on the east side of London Ave from 158 feet north of Banyan St to 310 feet north of Banyan St. Ground Cover area: 1,029 square feet Hardscape area: 1,160 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #01 Page 86 A-34 The south side of Alta Loma Dr from Mayberry Ave to Revere Ave. Ground Cover area: 2,772 square feet A-35 The west side of Hermosa Ave from Lemon Ave to 125 feet north of Highland Ave, the parkway on the south side of Lemon Ave from 621 feet west of Hermosa Ave to Hermosa Ave. 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 Ave from 385 feet west of Mayberry Ave to Cartilla Ave. Ground Cover area: 4,850 square feet Hardscape area: 4,915 square feet A-37 The south side of Hillside Rd north and south of the equestrian trail from Beryl St to 203 feet east of Eastwood Ave. Ground Cover area: 4,900 square feet A-38 The median in the 9200 block of Monte Vista St. Ground Cover area: 500 square feet Hardscape area: 1,380 square feet A-39 The south side of Almond St from Henry St to Sapphire St. The west side of Sapphire St from Almond St to 255 feet south of Bella Vista Dr. Ground Cover area: 6,926 square feet A-40 The parkway on the east side of Jasper St from Hunter Dr to Highland Ave. The parkway on the south side of Highland Ave from Jasper St to Carnelian St. The west side of Carnelian St from Highland Ave to 210 feet south of Highland Ave. Ground Cover area: 14,858 square feet Hardscape area: 6,040 square feet A-41 The west side of Sapphire St from 236 feet north of Thoroughbred St to Banyan St. Ground Cover area: 1,784 square feet Hardscape area: 812 square feet A-42 The parkway on the west side of Beryl St from 132 feet north of Sunflower St to Banyan St. Ground Cover area: 4,735 square feet Hardscape area: 5,772 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #01 Page 87 A-43 The north side of Base Line Rd from Topaz St to the Cucamonga Creek Channel. Ground Cover area: 4,563 square feet Hardscape area: 1,890 square feet The cutouts on the west side of Sapphire St from Banyan St to Marble Ave. Ground Cover area: 7,300 square feet The mainline for this site was connected to A-46 on September 8, 1999. A-46 The south side of Banyan St from Northstar PI to Zircon Ave. 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 St from 180 feet east of Zircon Ave to 186 feet west of Vineyard Ave. Ground Cover area: 1,300 square feet A-48 The parkway on the west side of Beryl St from 452 feet north of Cielito St; 158 feet south of Cielito St and the easement between 9063 and 9073 Cielito St from Cielito St to 170 feet south of Cielito St. Ground Cover area: 6,916 square feet Hardscape area: 2,440 square feet A-49 The east side of Carnelian St from 662 feet south of Banyan St to Banyan St; the south side of Banyan St from Carnelian St to Northstar PI. Ground Cover area: 5,906 square feet Hardscape area: 6,972 square feet A-50 The north side of Almond St from Sapphire St to Crestview PI; the east and west side of Skyline Rd from Almond St to 595 feet north of Almond St. Ground Cover area: 17,600 square feet Hardscape area: 8,680 square feet A-51 The planter adjacent to the equestrian trail; from Haven Ave to Riverwood PI, north of County flood retention basin, west of Chaffey College. The west side of Haven Ave from 400 feet north of Amber Ln to 270 feet south of Amber Ln, and the north and south side of Amber Ln from Haven Ave to San Felipe Ct. Ground Cover area: 37,977 square feet Hardscape area: 5,458 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #01 :: A-52 The east side of Riverwood PI, from 188 feet south of Charwood Ct to 193 feet north of Charwood Ct. Ground Cover area: 2,750 square feet Hardscape area: 1,698 square feet A-53 The west side of Jasper St from Hunter Dr to Highland Ave. The south side of Highland from Jasper St to 308 feet west of Sard St. The east and west side of Sard St from Highland Ave to Hunter Dr. Ground Cover area: 7,445 square feet Hardscape area: 4,740 square feet A-54 The west side of Beryl St from 233 feet north of Mignonette St to Mignonette St. Ground Cover area: 2,637 square feet Hardscape area: 932 square feet A-55 The north side of 19th St from Cartilla Ave to Mayberry Ave. The east side of Mayberry Ave from 19th St to Heather St. Ground Cover area: 8,410 square feet Hardscape area: 5,060 square feet A-56 The east side of Beryl St from 410 feet north of Wilson Ave to Wilson Ave. The north side of Wilson Ave from Beryl St to 731 feet west of Buckthorn Ave. The south side of Wilson Ave from Buckthorn Ave to Beryl St. Ground Cover area: 19,708 square feet Hardscape area: 5,436 square feet A-57 The east side of Hermosa Ave from 115 feet north of Coca St to 451 feet north of Coca St. The trail north of water retention basin from Hermosa Ave to 619 feet east of Hermosa Ave. Ground Cover area: 9,406 square feet Hardscape area: 6,794 square feet A-58 The west side of Haven Ave from 510 feet south of Victoria St to 1005 feet south of Victoria St. Ground Cover area: 7,301 square feet Hardscape area: 4,790 square feet A-59 The east side of Archibald Ave from 820 feet south of Lemon Ave to 448 feet south of Lemon Ave and continues from 275 feet south of Lemon Ave to 185 south of Lemon Ave. Ground Cover area: 4,777 square feet Hardscape area: 5,041 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #01 Page 89 A-60 The south side of Lemon Ave from 290 feet east of Archibald Ave to London Ave. The west side of London Ave from Lemon Ave to Orange St. Ground Cover area: 2,569 square feet Hardscape area: 4,122 square feet A-61 The north side of Carrari St from London Ave to Archibald Ave. Ground Cover area: 25,152 square feet Hardscape area: 1,698 square feet A-62 The east side of Archibald Ave from Carrari St to 505 feet north of Meadowood Dr. Ground Cover area: 8,626 square feet Hardscape area: 1,824 square feet A-63 The south side of Almond St from Carriage Rd to Almond St. Ground Cover area: 3,342 square feet Hardscape area: 3,600 square feet A-64 The east side of Beryl St from Cottonwood Way to Wilson Ave. The south side of Wilson Ave from Beryl St to 437 feet east of Beryl St. The north side of Wilson Ave from Cousins PI to 474 feet east of Cousins PI. Ground Cover area: 11,973 square feet A-65 A-67 Hardscape area: 9,949 square feet The east side of Archibald Ave from La Gloria Dr to 328 feet north of La Gloria Dr. Ground Cover area: 2,279 square feet Hardscape area: 2,411 square feet The east side of Hermosa Ave from Waterford Ln to 500 feet north of Waterford Ln. Ground Cover area: 4,695 square feet Hardscape area: 5,947 square feet The south side of 19th St from 220 feet east of Sapphire St to Via Serena. Ground Cover area: 3,208 square feet Hardscape area: 4,158 square feet The west side of Haven Ave from Hillside Rd to 783 feet south of Hillside Rd. Ground Cover area: 3,492 square feet A-69 The north side of Hillside Rd from 27 feet west of Mayberry Ave to 191 feet west of Mayberry Ave. Ground Cover area: 1,002 square feet Hardscape area: 1,605 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #01 Page 90 A-70 The south side of 19th St from 365 feet west of Amethyst Ave to Amethyst Ave. The west side of Amethyst Ave from 19th to Hedges Dr. Ground Cover area: 6,435 square feet Hardscape area: 7,015 square feet A-71 The west side of Archibald Ave from Hillside Rd to Wilson Ave. The north side of Wilson Ave, south of the trail fence area from Archibald Ave to 467 feet west of Archibald Ave. Ground Cover area: 9,265 square feet Hardscape area: 2,609 square feet A-72 The south side of Banyan St from 420 feet west of Archibald Ave to Archibald Ave. The west side of Archibald Ave from Banyan St to 389 feet south of Banyan St. 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 Ave 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 Ave from 635 feet north of Hillside Rd to Hillside Rd. The north side of Hillside Rd from Archibald Ave to 770 feet west of Archibald Ave. Ground Cover area: 8,859 square feet Hardscape area: 1,389 square feet A-77 The east side of Carnelian St from Brilliant Ln to Wilson Ave including the irrigation cut- outs along trail. The south side of Wilson Ave from Carnelian St to 745 feet east of Arabian Dr. The irrigation cut-outs on the north side of Wilson Ave from Carnelian St 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 Dr from Etiwanda Ave to Blue Gum Dr. Ground Cover area: 5,100 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #01 Page 91 B-2 The north side of Highland Ave from the Deer Creek Channel to San Benito Ave. The north side of 19th St from San Benito Ave to Palm Dr. The west and east side of Alameda Ave from 19th St to Ring Ave. The east side of Palm Dr from 19th St to Ring Ave. Ground Cover area: 47,397 square feet Hardscape area: 26,285 square feet 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 St from Deer Creek Channel to 355 feet west of Fredericksburg Ave. Ground Cover area: 9,200 square feet Hardscape area: 3,834 square feet B-5 The north side of Lemon Ave from Semillion PI to 188 feet west of Terracina Ave. Ground Cover area: 14,472 square feet Hardscape area: 3,894 square feet B-6 The north side of Lemon Ave from Barsac PI to Semillion PI. Ground Cover area: 15,784 square feet Hardscape area: 3,780 square feet B-7 The south side of Banyan St from Cabernet PI to 414 feet east of Cabernet PI Ground Cover area: 18,814 square feet B-8 The south side of Banyan St from Callaway PI to Muscat PI. Ground Cover area: 10,505 square feet B-9 The east side of Haven Ave from Banyan St to 240 feet north of Banyan St. The north side of Banyan St from Haven Ave to Merlot Ct. Ground Cover area: 24,975 square feet Hardscape area: 1,356 square feet B-10 The east side of Haven Ave from 400 feet south of Banyan St to Banyan St. The south side of Banyan St from Haven Ave to Callaway PI. Ground Cover area: 14,548 square feet Hardscape area: 6,348 square feet B-11 The south side of Banyan St from Muscat PI to Cabernet PI. Ground Cover area: 33,282 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #01 Page 92 B-12 The north side of Lemon Ave from Barsac PI to 135 feet east of Valinda Ave. Ground Cover area: 13,464 square feet Hardscape area: 4,098 square feet B-13 The south side of 19th St from Inyo PI to 585 feet east of San Benito Ave. The parkways on the east and west side of San Benito Ave from 19th St to San Mateo PI. The east side of Inyo PI from 19th St to paseo south of 19th St and the paseo running east from Inyo PI to Sonora Ave. Ground Cover area: 20,950 square feet Hardscape area: 14,192 square feet MW B-15 The paseo from San Benito Ave and Sonora Ave to the Deer Creek Channel. Ground Cover area: 2,000 square feet Hardscape area: 540 square feet The paseo from Stanislaus PI and La Vine St to the Deer Creek Channel. Ground Cover area: 1,040 square feet Hardscape area: 428 square feet B-16 The paseo from Inyo PI to Mendocino PI. 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 Ave from 377 feet west of Canistel Ave to 1032 feet east of Canistel Ave. Ground Cover area: 6,762 square feet Hardscape area: 8,454 square feet B-19 The east side of Haven Ave from the Southern Pacific Railroad to 341 feet south of Victoria St. Ground Cover area: 6,415 square feet Hardscape area: 8,865 square feet B-20 The east side of Haven Ave from 341 feet south of Victoria St to Victoria St; the south side of Victoria St from Haven Ave to 237 feet east of Mango St. Ground Cover area: 16,900 square feet Hardscape area: 8,767 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #01 Page 93 B-21 The south side of 19th St from Valinda Ave to Inyo PI. Ground Cover area: 3,900 square feet Hardscape area: 3,700 square feet B-22 The south side of Lemon Ave south of the sidewalk from 188 feet west of Terracina Ave to 284 feet north of Marbella Dr. The parkway on the south side of Lemon Ave from 188 feet west of Terracina Ave to 517 feet north of Marbella Dr. The turf in the parkway at the end of the cul-de-sac on Sonterra Ct. The parkway on the north side of Lemon Ave from 188 feet west of Terracina Ave to 526 feet south of Terracina Ave. The north side of Lemon Ave north of the sidewalk from 188 feet west of Terracina Ave to 562 feet south of Terracina Ave. The turf in the parkway at the end of the cul-de-sac at Serena PI. 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 Ave from 129 feet south of Marbella Dr to 526 feet south of Terracina Ave. The slope on the east side of Lemon Ave east of the sidewalk from 129 feet south of Marbella Dr to 562 feet south of Terracina Ave. The west side of Lemon Ave west of the sidewalk from 284 feet north of Marbella Dr to 129 feet south of Marbella Dr. The parkway on the west side of Lemon Ave from 517 feet north of Marbella Dr to 129 feet south of Marbella Dr. Ground Cover area: 22,531 square feet Hardscape area: 4,468 square feet B-24 The south side of Highland Ave from 327 feet west of Deer Creek Channel to Deer Creek Channel. The paseo from Los Osos Way to Deer Creek Channel. Ground Cover area: 4,946 square feet Hardscape area: 2,099 square feet B-25 The south side of Banyan St from 152 feet west of Cantabria Ave to 930 feet east of Cantabria Ave. Ground Cover area: 16,693 square feet B-26 The north side of Wilson Ave from 590 feet west of High Meadow PI to 187 feet east of High Meadow PI. Ground Cover area: 4,628 square feet Hardscape area: 390 square feet B-27 The east side of Haven Ave 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 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 16 Fiscal Year 2020/21 ATTACHMENT #01 Page 94 C-1 The north side of 26th St from Andover PI to Hermosa Ave. The east side of Hermosa Ave from 26th St to 331 feet north of Concord Dr. Ground Cover area: 22,227 square feet Hardscape area: 5,532 square feet C-2 The entry monument on the northeast and northwest corners of 4th St and Archibald Ave. Ground Cover area: 6,337 square feet Hardscape area: 3,998 square feet C-3 C-4 The south side of Base Line Rd from Ramona Ave to 128 feet east of Cambridge Ave. Ground Cover area: 17,262 square feet Hardscape area: 4,865 square feet The south side of Base Line Rd from 440 feet west of Ramona Ave to Ramona Ave. Ground Cover area: 6,198 square feet Hardscape area: 2,200 square feet C-5 The south side of Base Line Rd from 340 feet west of Center Ave to 103 feet east of Center Ave. Ground Cover area: 8,850 square feet Hardscape area: 2,215 square feet C-6 The south side of Base Line Rd from Ivy Ln to 105 feet west of Marine Ave. Ground Cover area: 8,080 square feet Hardscape area: 2,475 square feet C-7 The parkway on the north side of Church St from 142 feet east of Teak Way to 230 feet west of Teak Way. Ground Cover area: 1,813 square feet Hardscape area: 1,650 square feet C-8 The west side of Hermosa Ave from 524 feet north of Palo Alto St to 142 feet south of Palo Alto St. Ground Cover area: 2,650 square feet Hardscape area: 3,996 square feet C-9 The parkway on the west side of Hermosa Ave from 163 feet north of Ironwood St to 145 feet south of Ironwood St. Ground Cover area: 1,500 square feet Hardscape area: 1,848 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 17 Fiscal Year 2020/21 ATTACHMENT #01 Page 95 C-10 The entry monument parkway on the south side of Base Line Rd from the western city limit to Alta Cuesta Dr. Ground Cover area: 9,756 square feet Hardscape area: 4,380 square feet C-11 The parkway on the east side of Beryl St from Alder St to 135 feet north of Culpepper St. Ground Cover area: 3,400 square feet Hardscape area: 3,600 square feet C-12 The parkway on the east side of Hellman Ave from Tryon St to 665 feet north of Tryon St. Ground Cover area: 8,280 square feet Hardscape area: 3,325 square feet C-13 The parkway on the west side of Hellman Ave from 500 feet north of Church St to Church St. Ground Cover area: 2,416 square feet Hardscape area: 3,000 square feet C-14 The east side of Archibald Ave from 196 feet north of Palo Alto St to 530 feet north of Palo Alto St. Ground Cover area: 4,262 square feet Hardscape area: 1,374 square feet C-15 The north side of San Bernardino Rd from Summerlin PI to 225 feet west of Summerlin PI. Ground Cover area: 1,660 square feet Hardscape area: 710 square feet C-16 The south side of Base Line Rd from 286 feet west of Hermosa Ave to Hermosa Ave. The raised planter on the southwest corner of Base Line Rd and Hermosa Ave. Ground Cover area: 4,190 square feet Hardscape area: 2,320 square feet C-17 The east side of Hellman Ave from 775 feet south of 6th St to 6th St. The south side of 6th St from Hellman Ave 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 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 18 Fiscal Year 2020/21 ATTACHMENT #01 Page 96 D-1 D-2 D-3 The east side of Rochester Ave from Church St to Base Line Rd. Ground Cover area: 27,920 square feet Hardscape area: 17,301 square feet The east side of Rochester Ave from 146 feet south of Chervil St to Church St. Ground Cover area: 21,858 square feet Hardscape area: 13,263 square feet The south side of Base Line Rd from Rochester Ave to 600 feet east of Rochester Ave. 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 Ave to 150 feet east of Hyssop Dr. Ground Cover area: 6,340 square feet Hardscape area: 8,887 square feet D-5 The landscape along the Edison corridor from Arrow Rt. To Foothill Blvd. Ground Cover area: 23,392 square feet H-9 The Haven Ave median from the 210 freeway to Alta Loma Dr. Ground Cover area: 2,207 square feet H-10 The Haven Ave median from entrance of Haven Village to Amber Ln. Ground Cover area: 6,968 square feet Converted 5,131 square feet of turf to ground cover effective April 1, 2013. Area listed is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as of March 25, 2013 H-11 The Haven Ave median from Amber Ln to Olive Way. Ground Cover area: 5,026 square feet Converted 3,475 square feet of turf to ground cover effective April 1, 2013. Area listed is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as of March 25, 2013 H-12 The Haven Ave median from Olive Way to 712 feet north of Wilson Ave. Ground Cover area: 6,734 square feet Converted 3,933 square feet of turf to ground cover effective April 1, 2013. Area listed is the 50% maintained by LMD 1. An equal amount is maintained by General Fund as of March 25, 2013 H-13 The Haven Ave median from 19th St to the 210 freeway. Ground Cover area: 12,514 square feet Landscape Maintenance District No. 1 — City of Rancho Cucamonga 19 Fiscal Year 2020/21 ATTACHMENT #01 Page 97 FH -18 The Foothill Blvd median from East Ave to 453 feet east of Cornwall Ct. Ground Cover area: 5,450 square feet Parks, ground cover, shrubs and turf areas that make up parkways, median islands and paseos are maintained under contract by a private landscape maintenance company. 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 20 Fiscal Year 2020/21 ATTACHMENT #01 Page 98 M 1 1-4 40 CO O Z (n _ E L 0 Q �. V T O = C � ■ O = i V � Gl ' M !AV epueAm13 V ■ M C ■ J : 19 Maaa:) Aea Ay aalsa4jod it ■ AV Ua)l!ll!W e4 8� �'. Ad UaAe � $ Hj Ay esowaaH M � Ay pleq!4:)jd 7 Ay Uewllal-I :S Uel!aUJeD _ L Atel Ay tiJ94J 4 � C N � � � Q. 06xz m o Q9V o a� �3 Ay tiJ94J 0 O O � a IL Ay epuenm43 ifft It li �1 li AV aa1sa4:)O2f ii II II u Ay uai!!II!W i i Ay UaneH V !i ' d[' ii Ay esowJaH <* I �, n 11 Ay Pleq!4:)JV IRF � II t V 0.Ay uewllaH ■ ' u u (n -ti M � gcew �tEe °. !! Ay paeAau!A 1 gpp q li 0���gh� p r3 fi AV@AQIE) P�a� m E.2 OO 00 - $ $ g O Q $ s LL will03 1 a1�iS Landscape Maintenance District No. 1 — City of Rancho Cucamonga 21 Fiscal Year 2020/21 ATTACHMENT #01 Page 99 n � � � Q. C o o C 0 O O � a IL Ay epuenm43 ifft It li �1 li AV aa1sa4:)O2f ii II II u Ay uai!!II!W i i Ay UaneH V !i ' d[' ii Ay esowJaH <* I �, n 11 Ay Pleq!4:)JV IRF � II t V 0.Ay uewllaH ■ ' u u (n -ti M � gcew �tEe °. !! Ay paeAau!A 1 gpp q li 0���gh� p r3 fi AV@AQIE) P�a� m E.2 OO 00 - $ $ g O Q $ s LL will03 1 a1�iS Landscape Maintenance District No. 1 — City of Rancho Cucamonga 21 Fiscal Year 2020/21 ATTACHMENT #01 Page 99 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 17,820 Fringe Benefits 8,560 Subtotal - Personnel 26,380 Operations and Maintenance: Operations and Maintenance: O & M/General 80,100 O & M/Facilities 2,300 Vehicle Operations and Maintenance 2,000 Emergency Equipment and Vehicle Rental 5,800 Equipment Operations and Maintenance 2,000 Subtotal - Operations and Maintenance 92,200 Contract Services: Contract Services/General 580,850 Contract Services/Facilities 7,410 Tree Maintenance 52,500 Subtotal - Contract Services 640,760 Utilities: Telephone Utilities 2,000 Water Utilities 342,760 Electric Utilities 52,790 Subtotal - Utilities 397,550 Assessment Administration 62,850 Admin./General Overhead 56,700 Other Expenses 660 Subtotal - Operations and Maintenance 1,250,720 Capital Expenditures: Captial Outlay - Improvements Other Than Building 40,000 Transfer Out: Transfer Out - LMD #1 Capital Reserve Fund 90,000 Total Expenditures Budget $ 1,407,100 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 22 Fiscal Year 2020/21 ATTACHMENT #01 Page 100 Total Revenues Budget $ 1,456,130 Contribution to/(Use of) Fund Balance $ 49,030 Total Gross Estimated Assessments $ 1,247,714.49 Total District EBU Count 13,530.67 Actual Assessment per EBU - Fiscal Year 2020/21 $92.21 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 92.21 The maximum allowable assessment per Equivalent Benefit Unit (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 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. Beginning with Fiscal Year 2016/17 the City will maintain a Capital Reserve Fund to be used for deferred maintenance and pending capital projects. The reserve balance information for the District is as follows: Landscape Maintenance District No. 1 — City of Rancho Cucamonga 23 Fiscal Year 2020/21 ATTACHMENT #01 Page 101 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 1,235,240 Anticipated Prior Year Delinquencies Collection 13,070 Subtotal - Taxes 1,248,310 Other Revenues: Interest Earnings 35,550 Other Rental/Lease Income 27,070 Park Maintenance Fees 4,500 Sports Field User Group Rentals 280 Sports Lighting Fees 10,500 Other Revenue 100 Subtotal - Other Revenues: 78,000 Transfer In: Transfer In - General Fund 36,300 Transfer In - CFD Empire Lakes 3,520 Transfer In - LIVID #1 Operating Fund 90,000 Subtotal - Transfer In: 129,820 Total Revenues Budget $ 1,456,130 Contribution to/(Use of) Fund Balance $ 49,030 Total Gross Estimated Assessments $ 1,247,714.49 Total District EBU Count 13,530.67 Actual Assessment per EBU - Fiscal Year 2020/21 $92.21 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 92.21 The maximum allowable assessment per Equivalent Benefit Unit (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 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. Beginning with Fiscal Year 2016/17 the City will maintain a Capital Reserve Fund to be used for deferred maintenance and pending capital projects. The reserve balance information for the District is as follows: Landscape Maintenance District No. 1 — City of Rancho Cucamonga 23 Fiscal Year 2020/21 ATTACHMENT #01 Page 101 Estimated Reserve Fund Balance, June 30, 2020 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 Estimated Reserve Fund Balance, June 30, 2021 Definitions of Budget Items Operating Capital Total Reserve Reserve Reserve $1,246,143 $314,270 $1,560,413 (7,230) 56,260 49,030 $1,238,913 $370,530 $1,609,443 The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Landscape Maintenance District No. 1 — City of Rancho Cucamonga 24 Fiscal Year 2020/21 ATTACHMENT #01 Page 102 Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). METHOD OF ASSESSMENT Overview 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]. Section 22547 of 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." 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 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 25 Fiscal Year 2020/21 ATTACHMENT #01 Page 103 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. In this 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, 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 and appurtenant facilities that are located throughout the General City 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 General City 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 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 been 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 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 26 Fiscal Year 2020/21 ATTACHMENT #01 Page 104 • 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 is 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. When the District was formed, 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 Fiscal Year 1996/97. 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 EBU method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one 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. Landscape Maintenance District No. 1 — City of Rancho Cucamonga 27 Fiscal Year 2020/21 ATTACHMENT #01 Page 105 Land -Use Equivalent Dwelling Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential 1.00 Parcel Multi -Family Residential 0.50 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 2020/21 maximum allowable assessment rates for the District: 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. 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 San Bernardino County Assessor Office, 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 28 Fiscal Year 2020/21 ATTACHMENT #01 Page 106 Maximum Allowable Actual Assessment Assessment Total Parcel Land Use Category Rate per EBU Rate per EBU Units/Acres Total EBUs Single Family Residential $92.21 $92.21 8,364.00 8,372.00 Multi -Family Residential 92.21 92.21 10,282.00 5,141.00 Non -Residential 92.21 92.21 8.83 17.67 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. 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 San Bernardino County Assessor Office, 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 28 Fiscal Year 2020/21 ATTACHMENT #01 Page 106 M C N O Z U a-+ M f4 •U i > U L U p O 0 ny kuayD u o U U ; _ C� •�-y a1 i ra �a -M m i o O 4-0 ' �. •— o� g Q U 1 •-•-•-•. � nd 4se3 in CL M my epuemQ3 ny epu2mg3 U = i i 19 jaaj: ea ny JajSay:)o-{ ny aa:jsa430b i ny ua1!II!W +-......... ny uaM!II!W i i 1 i i ny uaneH "1 ny uaneH i i ny esow-aH ny esowiaH � ny Ple4!4»t/ : AV PIeG!q:)jV i ny uewllaH i '� ny uewllaH UO IY� i ny pjeAaulA y�b,���H��� ;S ue!lawe:) i g i it UO tl yg ,�, ,, -1 ', .0 O CO E�il¢`3� yi.... O00 LI _ y5g`s O U _ 75 ppp EhE y ,� � i iy� i"gNi� h1,1 Landscape Maintenance District No. 1 - City of Rancho Cucamonga 29 Fiscal Year 2020/21 ATTACHMENT #01 Page 107 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate Per EBU Total Units/ Acres Total EBUs Total Assessment Single Family Residential $92.21 8,364.00 8,372.00 $771,982.12 Multi -Family Residential 92.21 10,282.00 5,141.00 474,103.02 Non -Residential 92.21 8.83 17.67 1,629.35 Total 1 18,654.83 13,530.67 $1,247,714.49 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following annexations are effective for Fiscal Year 2020/21: Annexation APN Date Total Project Name Units/Acres Total EBUS Property Type 0202-061-05 & 49 12/04/19 DRC2017-01023 2.00 2.00 SFD 1061-571-01 12/18/19 DRC2018-00377 1.00 1.00 SFD Landscape Maintenance District No. 1 — City of Rancho Cucamonga 30 Fiscal Year 2020/21 ATTACHMENT #01 Page 108 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Landscape Maintenance District No. 2 (Victoria Neighborhood Parks) Page 109 CITY OF RANCHO CUCAMONGA Landscape Maintenance District No. 2 (Victoria Neighborhood Parks) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 110 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 22 ESTIMATE OF COSTS 24 District Budget 24 Definitions of Budget Items 26 BENEFITS FROM IMPROVEMENTS AND QUANTIFICATION 27 Benefits from Improvements 27 Quantification of Benefit 29 Sidewalks and Community Trails 30 Street Landscaping 32 Neighborhood Parks 37 Collective General Benefit 39 METHOD OF ASSESSMENT 39 Overview 39 Apportioning of Special Benefit 40 Rate per Benefit Unit 47 Method of Assessment Spread 47 Applying the Method of Assessment Spread 47 Page 111 Proposed Maximum Assessment Rates Cost of Living Inflator ASSESSMENT DIAGRAM ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll Annexations 50 50 51 53 53 53 Page 112 ENGINEER'S LETTER WHEREAS, on June 17, 2020 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments Landscape Maintenance District No. 2 (Victoria Neighborhood Parks) (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 2020/21 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 of 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. Expenditures Personnel Services Operations and Maintenance Capital Expenditures Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Transfer In Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU Landscape Maintenance District No. 2 — City of Rancho Cucamonga Fiscal Year 2020/21 Fiscal Year 2020/21 Budget $ 907,070 3,096,470 525,000 4,528,540 3,695,760 24,520 3,720,280 73,400 314,280 4,107,960 $ (420,580) 81,554.07 $ 45.80 $ 48.59 1 ATTACHMENT #02 Page 113 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 2 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #02 Page 114 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City Clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public Landscape Maintenance District No. 2 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #02 Page 115 hearing, file a 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 the improvements, to the zones within the 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. 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 210 Freeway, west of Etiwanda Ave, southwest of the 1-15 Freeway, and east of Haven Ave, also known as the Victoria Neighborhood Parks and Landscape Maintenance District, 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 six neighborhood parks that are of direct and special benefit to the parcels within the District. These improvements are located within the public right-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 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #02 Page 116 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 Ln from the traffic circle to Church St. The Arbor Ln median from Church St to the traffic circle. The east side of Arbor Ln from Long Meadow Dr to Church St. The paseo from the west side of Arbor Ln to Day Creek Blvd. The paseo from the west side of Arbor Ln to Saintsbury PI. The north side of Winery Dr from Arbor Ln to 214 feet west of Arbor Ln. The south side of Long Meadow Dr from Freestone Ct to Duck Creek PI. Ground Cover area: 93,639 square feet Hardscape area: 59,041 square feet 2-2 The northwest corner of Day Creek Blvd and Church St. The north side of Church St from Day Creek Blvd to 1,152 feet west of Hess PI. The paseo from the north side of Church St to Dry Creek Dr. The paseo from the north side of Church St to Pineridge PI. The west side of Hess PI from the north side of Church St to Dry Creek Dr. The south side of Church St from 145 feet east of Hyssop Dr to 896 feet east of Hyssop Dr. Ground Cover area: 24,018 square feet Hardscape area: 26,617 square feet 2-3 The west side of Day Creek Blvd from 250 feet north of Appellation Dr to Church St. The east side of Day Creek Blvd from Church St to Madrigal PI. The Day Creek Blvd median from Church St to Base Line Rd. The south side of Madrigal PI from Day Creek Blvd to Round Hill PI. Ground Cover area: 35,420 square feet Hardscape area: 42,671 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #02 Page 117 2-4 Victoria Park Ln from Base Line Rd to the east entrance of Victoria Arbor Park. The southwest corner of Victoria Park Ln and Base Line Rd. The southeast corner of Victoria Park Ln to 445 feet east of Victoria Park Ln. 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 Ln and the medians from Mosaic Dr to Church St. Ground Cover area: 56,358 square feet Hardscape area: 20,390 square feet 2-6 The north side of Church St from Arbor Ln to Day Creek Blvd. The northwest corner of Church St and Arbor Ln. The paseo from the north side of Church St to Wilson Creek Dr. Ground Cover area: 21,616 square feet Hardscape area: 15,159 square feet 2-7 The north side of Church St from Victoria Park Ln to Arbor Ln. The northwest corner of Victoria Park Ln and Church St. The paseo from the north side of Church St to Elk Cove Ct. The paseo from the north side of Church St to Freestone Ct. The northeast corner of Arbor Ln and Church St. Ground Cover area: 16,609 square feet Hardscape area: 13,730 square feet 2-8 The paseo from the west side of Etiwanda Ave to Silver Rose Ct. The north side of Church St from Etiwanda Ave to Victoria Park Ln. The east side of Iron Horse PI from Church St to Wild Horse PI. The paseo from the north side of Church St to Cloudy Bay Ct. The medians from Iron Horse PI to Etiwanda Ave. 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 Ln from 475 feet north of Long Meadow Dr to Long Meadow Dr. The landscape slope and curb adjacent parkway from Victoria Park Ln to 685 feet west of Victoria Park Ln. Ground Cover area: 26,213 square feet Hardscape area: 5,617 square feet VW -1 Base Line Rd median from Victoria Park Ln to 830 feet west of Victoria Park Ln. Ground Cover area: 4,514 square feet Hardscape area: 3,474 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #02 Page 118 VW -2 The north side of Base Line Rd 300 feet east and 200 feet west of Swanson PI. The east and west sides of Swanson PI from Base Line Rd to Province St. The paseo from the intersection of Swanson PI and Province St to Atwood St with outlet to Dunmore PI. The paseo from Atwood St to the Southern Pacific Railroad. The north side of Saratoga St from Powell PI to Dunmore PI. The paseo from Saratoga St to Etiwanda Ave. The south side of Atwood St from Victoria Park Ln to Travis PI. The north side of Atwood St from Walcott PI to Victoria Park Ln. Ground Cover area: 18,753 square feet Turf area: 73,931 square feet Hardscape area: 22,615 square feet VW -3 The Victoria Park Ln median and the west and east side parkways from Base Line Rd to the entrance to Victoria Village. Ground Cover area: 27,090 square feet Hardscape area: 3,214 square feet VW -4 The Victoria Park Ln median and the west and east side parkways from Victoria Village entrance to Atwood St. Ground Cover area: 40,937 square feet Hardscape area: 6,428 square feet VW -5 The Victoria Park Ln median and the west side and east side parkways from Atwood St to the Southern Pacific Railroad. Ground Cover area: 49,513 square feet Hardscape area: 5,467 square feet VW -6 The paseo running north from 12732 Farrington St 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 St to the Southern Pacific Railroad. Ground Cover area: 266 square feet Hardscape area: 552 square feet VW -8 The Victoria Park Ln median and the west side parkway from the Southern Pacific Railroad to South Victoria Windrows Loop. The Victoria Park Ln east side parkway from the Southern Pacific Railroad to Zinnia Ct. Ground Cover area: 40,548 square feet Hardscape area: 6,150 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #02 Page 119 VW -9 The Victoria Park Ln east side parkway from Barberry St to North Victoria Windrows Loop at Windrows Park. Ground Cover area: 40,004 square feet Turf area: 11,779 square feet Hardscape area: 3,720 square feet VW -10 The west side of Victoria Park Ln from South Victoria Windrows Loop to Dahlia Ct. The Victoria Park Ln median from Zinnia Ct to Dahlia Ct. The east side of Victoria Park Ln from North Victoria Windrows Loop at Windrows Park to Dahlia Ct. Ground Cover area: 50,620 square feet Turf area: 11,878 square feet Hardscape area: 11,400 square feet VW -11 The east side parkway on South Victoria Windrows Loop from Silktassel Dr to Victoria Park Ln. The parkway on the south side of Victoria Park Ln from the intersection of South Victoria Windrows Loop and North Victoria Windrows Loop to Dahlia Ct. The Victoria Park Ln 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: 27,053 square feet Turf area: 20,216 square feet Hardscape area: 6,988 square feet VW -12 The Victoria Park Ln median from the intersection of North and South Victoria Windrows Loop to 390 feet east of Day Creek Blvd. The parkway on the north side of Victoria Park Ln from the intersection of North and South Victoria Windrows Loop to 390 feet east of Day Creek Blvd. The parkway on the west side of North Victoria Windrows Loop from Silverberry St to Victoria Park Ln. The parkway on the south side of Silverberry St from 390 feet east of Day Creek Blvd to North Victoria Windrows Loop. Ground Cover area: 166,249 square feet Turf area: 21,603 square feet Hardscape area: 12,868 square feet VW -13 The parkway on the south side of Victoria Park Ln from 390 feet east of Day Creek Blvd to South Victoria Windrows Loop. The west side of South Victoria Windrows Loop from Victoria Park Ln to Snapdragon St. Ground Cover area: 20,068 square feet Turf area: 16,476 square feet Hardscape area: 7,200 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #02 Page 120 VW -14 The parkway on the west side of South Victoria Windrows Loop from Snapdragon St to Victoria Park Ln. The parkway on the north and south side of Sugar Gum St from South Victoria Windrows Loop to 390 feet east of Day Creek Blvd. The parkways on the east and west sides of Basswood PI from Sugar Gum St to Blazing Star Ct. The parkway on the north side of South Victoria Windrows Loop from Victoria Park Ln to Silktassel Dr. 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 PI to North Victoria Windrows Loop. The parkway on the east side of North Victoria Windrows Loop from Bougainvillea Way to Citrus PI. The parkway on the north side of North Victoria Windrows Loop from Locus Ave and following that curb line to Silverberry St. The parkway on the north side of Silverberry St from North Victoria Windrows Loop 390 feet east of Day Creek Blvd. The paseo from North Victoria Windrows Loop at Silverberry St to Nasturtium Dr. The paseo from North Victoria Windrows Loop at Locus Ave to Pistache St and continuing to Bougainvillea Way. 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 Ave from 455 feet east of Day Creek Blvd to 534 feet east of Locus Ave. The east and west side of Locus Ave from Highland Ave to North Victoria Windrows Loop. The parkway on the south side of North Victoria Windrows Loop from Citrus PI east to Bougainvillea Way. The parkway on the north side of North Victoria Windrows Loop from Twinspur PI to Locus Ave. 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 on January 5, 1999. VW -18 The south side of Highland Ave from 12583 Highland Ave to Rockrose Ave. Ground Cover area: 2,800 square feet Turf area: 8,515 square feet Hardscape area: 3,325 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #02 Page 121 VW -19 The north side of North Victoria Windrows Loop from Rosemary Ct to Rockrose Ave. The east side of Rockrose Ave from North Victoria Windrows Loop to Highland Ave. The south side of Highland Ave from Rockrose Ave to Etiwanda Ave. The horse trail from Highland Ave and Etiwanda Ave 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 Ln to Plum Way. 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 the VW -20 water meter, but it 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: 36,461 square feet Hardscape area: 19,600 square feet Mulchscape: 21,071 square feet VW -22 The paseo from North Victoria Windrows Loop at Rockrose Ave to the northeast corner of Windrows Park and from that corner to Plum Way. 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 Ave from Highland Ave to North Victoria Windrows Loop. The parkway on the north side of North Victoria Windrows Loop from Rockrose Ave to Twinspur PI. The parkway on the south side of North Victoria Windrows Loop from Bougainvillea Way to Rosemary Ct. Ground Cover area: 18,299 square feet Turf area: 3,452 square feet Hardscape area: 10,352 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #02 Page 122 VW -24 The Metropolitan Water District easement from Jasmine Ct and Ironbark Dr to Sweetgum Dr. Ground Cover area: 475 square feet Hardscape area: 4,730 square feet VW -25 The north side of Base Line Rd from 384 feet west of Wanona PI to Etiwanda Ave. The west side of Etiwanda Ave from Base Line Rd to Craig Dr. The Base Line Rd median from Swanson PI to Etiwanda Ave. 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 PI to 630 feet west of Grape PI Ground Cover area: 7,021 square feet Hardscape area: 8,548 square feet VW -27 The south side of Base Line Rd from 251 feet west of Swanson PI to Etiwanda Ave. The Base Line Rd median from Victoria Park Ln to Swanson PI. 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 Ave from the Deer Creek Channel to Fairmont Way. The turf and ground cover from Highland Ave on the west side of Fairmont Way to Victoria Park Ln. The ground cover on the north side of Victoria Park Ln south of the horse trail from 475 feet east of Milliken Ave to Fairmont Way. The turf on the north side of Victoria Park Ln from 275 feet east of Milliken Ave to Fairmont Way. The turf in the parkway on the east side of Fairmont Way from Victoria Park Ln to Highland Ave. Ground Cover area: 21,573 square feet Turf area: 47,604 square feet Hardscape area: 17,300 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #02 Page 123 VG -2 The turf on the east side of York PI from Delaware St to Fairmont Way. The ground cover on the south side of Fairmont Way from York PI and continuing on that curb line to Victoria Park Ln. The turf and ground cover on the south side of Victoria Park Ln west of Milliken Ave from Fairmont Way to Milliken Ave. The parkway on the west side of Milliken Ave from Victoria Park Ln to Fairmont Way. The Milliken Ave median from Fairmont Way to Victoria Park Ln. The turf on the north side of Victoria Park Ln from 273 feet west of Milliken Ave to Milliken Ave. The ground cover on the north side of Victoria Park Ln south of the horse trail from 468 feet west of Milliken Ave to Milliken Ave. Ground Cover area: 53,416 square feet Turf area: 49,587 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 Way from Nova Ct continuing on that curb line to York PI and the turf south of the sidewalk on the north side of Fairmont Way from Armstrong PI continuing on that curb line to York PI. The ground cover on the west side of York PI from Fairmont Way to Delaware St and the ground cover on the east side of York PI. The turf and ground cover on the west side of Fairmont Way from Emerson St continuing along that curb line to Armstrong PI. The turf and ground cover on the east and west sides of Biola PI. Ground Cover area: 57,189 square feet 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 Way from Armstrong PI to Milliken Ave. The turf and ground cover on the west side of Milliken Ave from Fairmont Way to the Southern Pacific Railroad. The Milliken Ave median from Fairmont Way to the Southern Pacific Railroad. The ground cover on the north side of the Southern Pacific Railroad from Deer Creek Channel to Rochester Ave including the paseo to Baylor St. The ground cover on the north side of Fairmont Way from Milliken Ave to Nova Ct. The turf on the north side of Fairmont Way from Milliken Ave to Armstrong PI. Ground Cover area: 202,163 square feet Turf area: 19,751 square feet Hardscape area: 12,278 square feet VG -5 The paseo from Biola PI to Amarillo St to Delaware St at York PI Ground Cover area: 12,448 square feet Turf area: 44,896 square feet Hardscape area: 7,992 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #02 Page 124 VG -6 The paseo beginning at the northeast corner of Victoria Groves Park and Fairmont Way 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 St at Fairmont Way and continues to the Deer Creek Channel including the southward extension on the west side of Albright PI from Donnelly St to Pacific and the paseo from Pacific to Charleston St. 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 Ave from 566 feet north of Victoria Park Ln to Victoria Park Ln. The ground cover and turf north of the horse trail on Victoria Park Ln from Milliken Ave to Fairmont Way. The ground cover on the east side of Fairmont Way from Victoria Park Ln to 156 feet north of Victoria Park Ln. 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 Way from 156 feet north of Victoria Park Ln to Kenyon Way. The ground cover on the south side of Kenyon Way from Fairmont Way to 197 feet east of Fairmont Way. The turf on the south side of Kenyon Way from Fairmont Way to 316 feet east of Fairmont Way. The turf and ground cover on the south side of Baltimore Dr from Fairmont Way to Baltimore Ct. The turf and ground cover on the north side of Baltimore Dr from Fairmont Way to Vanderbilt PI. The turf and ground cover on the east side of Vanderbilt PI from Baltimore Dr to Brown Dr. The paseo from Vanderbilt PI and Brown Dr to Kenyon Way. Ground Cover area: 48,481 square feet Turf area: 11,357 square feet Hardscape area: 13,542 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #02 Page 125 VG -10 The ground cover on the south side of Kenyon Way from 197 feet east of Fairmont Way to Milliken Ave. The turf on the south side of Kenyon Way from 316 feet east of Fairmont Way to Milliken Ave. The ground cover on the west side of Milliken Ave from Kenyon Way to 566 feet north of Victoria Park Ln. The turf and ground cover on the west side of Capitol PI from Brown Dr to Bethany Dr. The paseo from Capitol PI and Brown Dr to Kenyon Way. 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 Ave from Base Line Rd to the Southern Pacific Railroad. The north side of Base Line Rd from 542 feet east of Milliken Ave to Milliken Ave. 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 Way from the southeast corner of Milliken Ave and Fairmont Way along the curb line to Victoria Park Ln. The turf and ground over on the west side of Fairmont Way from the southwest corner of Victoria Park Ln and Fairmont Way (located east of Milliken Ave) and continuing along the curb line to Milliken Ave. The turf on the east side of Milliken Ave from the Southern Pacific Railroad to 730 feet south of Victoria Park Ln. The ground cover on the east side of Milliken Ave from the Southern Pacific Railroad to 766 feet south of Victoria Park Ln. 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 Ln to Verona Dr, Verona Dr to Napoli Dr, and Genova Rd to Tivoli PI. Ground Cover area: 17,993 square feet Turf area: 16,344 square feet Hardscape area: 8,376 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #02 Page 126 VG -14 The Base Line Rd median from Milliken Ave to Ellena East. The turf and ground cover on the north side of Base Line Rd from Ellena East to Ellena West. The turf and ground cover on the east side of Ellena West from Base Line Rd and following the curb line to Kenyon Way. The north side of Ellena West from Kenyon Way to Casoli PI. The turf and ground cover on both sides of Casoli PI from Ellena West to Candela Dr. The turf and ground cover on both sides of Crema PI from Ellena West to Candela Dr. Ground Cover area: 89,456 square feet Turf area: 62,999 square feet Hardscape area: 44,826 square feet VG -15 The turf and ground cover on the west side of Rochester Ave from the Southern Pacific Railroad to Base Line Rd. The turf and ground cover on the north side of Base Line Rd from Rochester Ave to Ellena East. The Base Line Rd Median from Rochester Ave to Ellena East. The turf and ground cover on the east side of Ellena East from Base Line Rd and continuing along that curb line to 275 feet north of Berra Rd. The turf and ground cover on both sides of Berra Rd from Ellena East to Comiso Way. Ground Cover area: 58,588 square feet Turf area: 57,306 square feet Hardscape area: 36,014 square feet VG -16 The Paseo from Base Line Rd to Ellena West with entrances to Amelia Dr and Pavola Dr. Ground Cover area Turf area: Hardscape area: 9,661 square feet 11,529 square feet 5,804 square feet VG -17 The paseo from Fairmont Way to the Southern Pacific Railroad. The paseo from Fabriano PI to Martano PI. 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 Dr to Gandino Dr 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 Dr to Pizolli PI and to Tolentino Dr. Ground Cover area: 12,555 square feet Turf area: 17,856 square feet Hardscape area: 7,380 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #02 Page 127 VG -20 The turf on the east side of Milliken Ave from 730 feet south of Victoria Park Ln to Victoria Park Ln. The ground cover on the east side of Milliken Ave from 766 feet south of Victoria Park Ln to Victoria Park Ln. The turf and ground cover on the south side of Victoria Park Ln from the southeast corner at Milliken Ave heading east to Fairmont Way. The turf and ground cover on the north side of Victoria Park Ln from Parma PI to the northeast corner of Milliken Ave and Victoria Park Ln. The ground cover on the west side of Parma PI from Victoria Park Ln to Lomello Way. The Victoria Park Ln median from Milliken Ave to Pandino Ct. The Milliken Ave median from Victoria Park Ln to 440 feet south of Kenyon Way. The parkway on the west side of Milliken Ave from 420 feet south of Kenyon Way to Victoria Park Ln. Ground Cover area: 96,750 square feet Turf area: 77,461 square feet Hardscape area: 22,177 square feet VG -21 The ground cover on the east side of Parma PI from Victoria Park Ln to Lomello Way. The ground cover on the north side of Victoria Park Ln from Parma PI to 653 feet east of Kenyon Way. The turf on the north side of Victoria Park Ln from Parma PI to 547 feet east of Kenyon Way. The turf and ground cover on the south side of Victoria Park Ln from Fairmont Way to 422 feet east of Kenyon Way. The turf and ground cover on the east and west sides of Kenyon Way from Victoria Park Ln to the Southern Pacific Railroad. The paseo from Kenyon Way to Rapallo Dr. The paseo from Kenyon Way to Bari Dr. The Victoria Park Ln median from Pandino Ct to Portofino Dr. Ground Cover area: 85,865 square feet Turf area: 41,994 square feet Hardscape area: 34,478 square feet VG -22 The ground cover on the north side of Victoria Park Ln from 653 feet east of Kenyon Way to Rochester Ave. The turf on the north side of Victoria Park Ln from 547 feet east of Kenyon Way to Rochester Ave. The Victoria Park Ln median from Portofino Dr to Rochester Ave. The turf and ground cover on the south side of Victoria Park Ln north of the sidewalk from Kenyon Way to the east side of Vintage Park. The turf and ground cover on the south side of Victoria Park Ln from the east side of Vintage Park to Rochester Ave. The turf and ground cover on the west side of Rochester Ave from Victoria Park Ln to the Southern Pacific Railroad. Ground Cover area: 115,144 square feet Turf area: 57,927 square feet Hardscape area: 20,863 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 16 Fiscal Year 2020/21 ATTACHMENT #02 Page 128 VG -23 The turf and ground cover on the east side of Kenyon Way from Victoria Park Ln to 409 feet west of Grimaldi Rd. The ground cover on the south side of Portofino Dr from Kenyon Way to Bergano PI. The turf and ground cover on the north and south side of Lark Dr from Kenyon Way to the west property line of Rancho Cucamonga High School. The ground cover on the east and west side of Matera PI from Lark Dr to Pescara Rd. The ground cover on the north and south side of Grimaldi Rd from Kenyon Way to Brindisi Ct. The turf and ground cover on the west side of Kenyon Way from Lark Dr to Victoria Park Ln. The ground cover on the north and south side of Marcello Way from Kenyon Way to Landriano PI. The paseo from southwest corner of Kenyon Park to Kenyon Way. 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 Way from Autumn Glen Ct to Woodruff PI. The east side of Woodruff PI from Kenyon Way to 403 feet north of Kenyon Way. Ground Cover area: 8,447 square feet Turf area: 5,320 square feet Hardscape area: 5,622 square feet VG -25 The paseo west of Torino Rd from Kenyon Way to Highland Ave. The turf and ground cover on the south side of Highland Ave from the northwest corner of Tract 13440 to the east end of Tract 13440. 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 PI. 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 PI from the paseo to Treviso Way. Ground Cover area: 18,905 square feet Turf area: 1,141 square feet Hardscape area: 3,615 square feet VG -27 The Milliken Ave median from 440 feet south of Kenyon Way to Highland Ave. The parkway on the west side of Milliken Ave from 420 feet south of Kenyon Way. 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 Ave from Victoria Park Ln to Highland Ave. Ground Cover area: 60,902 square feet Hardscape area: 5,593 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 17 Fiscal Year 2020/21 ATTACHMENT #02 Page 129 VG -29 The north side of Kenyon Way from Milliken Ave to Fairmont Way. The groundcover on the east side of Fairmont Way, east of the sidewalk, from Kenyon Way 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 Dr from Santo PI to Sappada PI. The paseo from Sappada PI to Carano PI. The south side of Montella Dr from Carano PI to Trivento PI. 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 PI from Larino Dr to Letini Dr. The west side of Tindari PI from Letini Dr to Larino Dr. The greenbelt on the south side of Marconi PI from Trivento PI to Comiso Way. The east side of Comiso Way from Scalea PI to Santo PI. 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 Dr from Terni PI to Bettola PI Ground Cover area Turf area: Hardscape area: 20,172 square feet 8,190 square feet 8,292 square feet VG -33 The paseo at the north end of Sapri PI 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 PI to the Southern Pacific Railroad. Ground Cover area: 894 square feet Hardscape area: 318 square feet VG -35 The east side of Rochester Ave from 555 feet south of Palmi Dr to Victoria Park Ln. The south side of Victoria Park Ln and median from Rochester Ave 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 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 18 Fiscal Year 2020/21 ATTACHMENT #02 Page 130 VG -36 The north side of Victoria Park Ln from the east side of Deer Creek Channel to Rochester Ave. 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 Ave from 106 feet north of Victoria Park Ln to Kenyon Way. The north and south side of Spring Mist Dr from Milliken Ave to Summerstone Ct. The south side of Kenyon Way from Milliken Ave 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 Ln from Kenyon Way paseo to 132 feet east of Milliken Ave. The Kenyon Way paseo from Victoria Park Ln to Fairwinds Ct. The paseo from Victoria Park Ln 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 Ave from 413 feet west of Highland Ave paseo to Highland Ave paseo. The east side of Highland Ave paseo from Highland Ave to Kenyon Way. The north side of Kenyon Way from Highland Ave paseo to Autumn Glen Ct. Ground Cover area: 56,553 square feet Hardscape area: 12,314 square feet VG -41 The west side of Rochester Ave from 294 feet south of Highland Ave to Lark Dr. The north side of Lark Dr from Rochester Ave to 1230 feet west of Rochester Ave. Ground Cover area: 31,413 square feet Hardscape area: 13,338 square feet VG -42 The south side of Highland Ave from 1314 feet west of Rochester Ave to Rochester Ave. The west side of Rochester Ave from Highland Ave to 294 feet south of Highland Ave. The north side of Highland Ave from Rochester Ave to Woodruff PI. Ground Cover area: 40,346 square feet Hardscape area: 15,445 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 19 Fiscal Year 2020/21 ATTACHMENT #02 Page 131 VG -43 The north side of Victoria Park Ln and the median from Day Creek Blvd to Day Creek Channel. The east and west side of Kensington PI from Victoria Park Ln to Stratford Dr. Ground Cover area: 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 St to Day Creek Blvd. The south side of Silverberry St from Kensington PI to Day Creek Blvd. Ground Cover area: 36,835 square feet Hardscape area: 24,376 square feet VG -45 The west side of Milliken Ave and the Milliken Ave median from the 210 freeway to Kenyon Way. Ground Cover area: 10,658 square feet Turf area: 610 square feet Hardscape area: 5,589 square feet VG -46 The Base Line Rd median from 657 feet east of Virginia PI to Rochester Ave. The north side of Base Line Rd from 278 feet east of Virginia PI to Rochester Ave. The paseo from the northeast corner of Rochester Ave and Base Line Rd to Huntley Dr. The east side of Rochester Ave from Base Line Rd to 105 feet north of Shenandoah Dr. Ground Cover area: 35,823 square feet Hardscape area: 23,645 square feet VG -47 The north side of Base Line Rd from 400 feet east of Day Creek Blvd to Day Creek Blvd. Base Line Rd 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 Base Line Rd to Victoria Park Ln. The south side of Victoria Park Ln from Day Creek Blvd to 390 feet east of Day Creek Blvd. Ground Cover area: 50,318 square feet Turf area: 3,234 square feet Hardscape area: 29,217 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 20 Fiscal Year 2020/21 ATTACHMENT #02 Page 132 VG -49 The north side of Victoria Park Ln and median from 390 feet east of Day Creek Blvd to Day Creek Blvd. The east side of Day Creek Blvd from Victoria Park Ln to Highland Ave. The south side of Highland Ave 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 Ct from 389 feet north of Base Line Rd to Base Line Rd. The north side of Base Line Rd from Carmela Ct to 264 feet west of Durness PI. Ground Cover area: 18,043 square feet Hardscape area: 12,383 square feet VG -51 The Paseo south of Saxon Dr to Southern Pacific Railroad. Ground Cover area: 1,398 square feet Hardscape area: 969 square feet VG -52 The north side of Sugar Gum St from Milliken Ave to Kensington PI. The south side of Sugar Gum St from Milliken Ave to 111 feet east of Suffolk PI. Ground Cover area: 4,362 square feet Hardscape area: 3,325 square feet VG -53 The south side of Victoria Park Ln from 296 feet west of Kensington PI to Milliken Ave. The west side of Day Creek Blvd from Victoria Park Ln to 397 feet south of Sugar Gum St. Ground Cover area: 28,532 square feet Turf area: 11,070 square feet Hardscape area: 7,720 square feet VG -54 The east side of Rochester Ave from Shenandoah Dr 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 PI to the Southern Pacific Railroad. Ground Cover area: 1,775 square feet Hardscape area: 2,575 square feet Landscape Maintenance District No. 2 — City of Rancho Cucamonga 21 Fiscal Year 2020/21 ATTACHMENT #02 Page 133 VG -56 The south side of Highland Ave from 1,317 feet west of Day Creek Blvd to 1,085 feet west of Day Creek Blvd including the non -irrigated slope on the south side of the sidewalk. Ground Cover area: 5,274 square feet Hardscape area: 1,761 square feet VG -57 The north side of Highland Ave from Fairmont Way to the Day Creek Channel. Ground Cover area: 16,157 square feet Hardscape area: 17,405 square feet VG -58 The south side of Kenyon Wy from the Kenyon Park paseo entrance to Lark Dr. The south side of Lark Dr. from 568 feet west of Kenyon Wy to Kenyon Wy. The paseo east of Kenyon Park from Kenyon Wy to the east/west paseo of site VG -23. Ground Cover area: 24,072 square feet Hardscape area: 9,807 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. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 22 Fiscal Year 2020/21 ATTACHMENT #02 Page 134 10 N �► C O aO+ O Z U) y M 0 E tC • E u, a`�i O y c V i a- a� J J V CM AV 4se3 _._._ is a� io N J =- 0 f9 in s L = t t u u '♦ 4) c cr~LO ■ -j 01101i p +w+ I \ o C V i #� •� _ Ad epueM143 a � � CIL W 39a-1:5 >' If p�—►►�T- Ad aa4sa43011 N b I ' Eb4p��FF ➢ -Z�r '7 AV Ua)lllllW a F •>.,� -�"1i I �_ ��� ��-•fry i Y i Landscape Maintenance District No. 2 – City of Rancho Cucamonga 23 Fiscal Year 2020/21 ATTACHMENT #02 Page 135 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Landscape Maintenance District No. 2 — City of Rancho Cucamonga 24 Fiscal Year 2020/21 ATTACHMENT #02 Page 136 Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 573,110 Overtime Salaries 1,090 Part-time Salaries 46,320 Fringe Benefits 286,550 Subtotal - Personnel 907,070 Operations and Maintenance: Operations and Maintenance: O & M/General 86,150 Vehicle Operations and Maintenance 5,000 Cellular Technology 690 Emergency Equipment and Vehicle Rental 200 Subtotal - Operations and Maintenance 92,040 Contract Services: Contract Services/General 1,533,420 Tree Maintenance 163,340 Subtotal - Contract Services 1,696,760 Utilities: Water Utilities 801,940 Electric Utilities 61,790 Subtotal - Utilities 863,730 Assessment Administration 35,080 Adm in./General Overhead 322,630 Interfund Allocation 86,230 Subtotal - Operations and Maintenance 3,096,470 Capital Expenditures: Captial Outlay - Improvements Other Than Building 100,000 Captial Projects 425,000 Subtotal - Capital Expenditures 525,000 Total Expenditures Budget $ 4,528,540 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 24 Fiscal Year 2020/21 ATTACHMENT #02 Page 136 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 3,695,760 Anticipated Prior Year Delinquencies Collection 24,520 Subtotal - Taxes 3,720,280 Other Revenues: Interest Earnings Park Maintenance Fees Subtotal - Other Revenues: Transfer In: Transfer In - General Fund Total Revenues Budget Contribution to/(Use of) Fund Balance 71,600 1,800 73,400 314,280 $ 4,107,960 $ (420,580) Total Gross Estimated Assessments $ 3,734,768.34 Total District EBU Count 81,554.07 Actual Assessment per EBU - Fiscal Year 2020/21 $ 45.80 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 48.59 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 Equivalent Benefit Unit ("EBU") 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 Proposition 218. It is the intent of the City 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 3,647,498 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (420,580) Estimated Reserve Fund Balance, June 30, 2021 $ 3,226,918 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 25 Fiscal Year 2020/21 ATTACHMENT #02 Page 137 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: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). Landscape Maintenance District No. 2 — City of Rancho Cucamonga 26 Fiscal Year 2020/21 ATTACHMENT #02 Page 138 BENEFITS FROM IMPROVEMENTS AND QUANTIFICATION Benefits from Improvements The improvements previously defined are expected to confer certain special benefits to parcels within the District. The benefits are described below. Sidewalks and Community Trails People walk for a variety of reasons, whether the reason is to commute to work or school, run errands, shop, leisure activities, fitness, or some other purpose. To enhance the overall walking experience, pedestrians seek out and utilize sidewalk facilities and community trails that are in close proximity to their property and provide a safe place to walk as well as an environment that provides a certain amount of visual interest. Sidewalks and community trails serve as a critical component in the transportation network providing users access to parks and recreational areas, schools, commercial areas, and neighbors. According to the U.S. Department of Transportation Federal Highway Administration (FHWA) sidewalks provide many benefits including safety, mobility and healthier communities (FHWA, n.d). • Improved Aesthetics: A survey conducted by DMB (an Arizona based commercial developer) found that there was a strong demand for communities characterized by pedestrian access, a sense of connection, and a sense of community and diversity (Urban Land Institute, 2006). According to the Urban Land Institute report Creating Walkable Places: Compact Mixed -Use Solutions, people want their neighborhoods to provide more opportunities to walk (Urban Land Institute, 2006). A survey sponsored by the Surface Transportation Policy Project found that 55% of respondents would like to walk more, 63% would like to run errands on foot and walk to stores, and 79% would like sidewalks and other places to walk and exercise (Urban Land Institute, 2006). The continued maintenance of the inter -connecting sidewalks and community trails improves the livability and appeal for properties within the District. • Increased Safety: According to the FHWA, sidewalks reduce roadway accidents, including pedestrian/motor vehicle accidents. In addition, roadways without sidewalks are more than twice as likely to have pedestrians involved in accidents compared to sites with sidewalks on both sides of the street (FHWA, n.d.). In 2008, the National Highway Traffic Safety Administration's (NHTSA) National Pedestrian Crash Report identified California as one of the states with the highest number of pedestrian deaths (NHTSA, 2008). • Economic Activity: Uniform and well-maintained sidewalk and community trail improvements create cohesion throughout the District. This cohesion enhances both the residential and retail experience as well as encourages maximum use of building and lot area. According to Active Living Research (2010), economic benefits of walkable developments include enhanced marketability and faster sales or leases than conventional development. The National Complete Streets Coalition notes that street Landscape Maintenance District No. 2 — City of Rancho Cucamonga 27 Fiscal Year 2020/21 ATTACHMENT #02 Page 139 design that is inclusive of all modes of transportation, where appropriate, not only improves conditions for and access to existing businesses, but also is a proven method for attracting new development (Pugliese, 2008). Street Landscaping The overall appeal and safety of an area is enhanced when landscaping improvements are in place and kept in a healthy and satisfactory condition. Conversely, appeal and safety decreases when landscaping is overgrown, unsafe or destroyed by the elements or vandalism. • Improved Aesthetics: Street landscaping improvements improve the livability, commercial activity, appearance and desirability for properties within the boundaries of the District. Regular maintenance ensures that the improvements do not reach a state of deterioration or disrepair so as to be materially detrimental to properties adjacent to or in close proximity to the improvements within the District. According to the Victoria Transport Policy Institute (2011), streetscapes have a significant effect on how people view and interact with their community. With streetscapes that are safe and inviting, people are more likely to walk, which can help reduce automobile traffic, improve public health, stimulate local economic activity and attract residents to the community. • Increased Safety: Safety for pedestrians involves not only a degree of protection from vehicular accidents, but also from criminal activity. Well maintained areas mitigate crime, especially vandalism, and enhance pedestrian safety. A recent study has found that after landscape improvements were installed, there was a 46% decrease in crash rates across urban arterial and highway sites and a second study reviewed found a 5% to 20% reduction in mid -block crashes after trees and planters in urban arterial roads were put in place. In addition, there is less graffiti, vandalism, and littering in outdoor spaces with natural landscapes than in comparable plant -less spaces (Wolf, 2010). The Victoria Transport Policy Institute (2011) has found that streetscapes reduce traffic speeds, and when combined with improved pedestrian crossing conditions, can significantly reduce collisions. Furthermore, maintained sidewalks and trails increase pedestrian safety by reducing the number of trips and falls from those using the improvements. • Economic Activity: Well-maintained street landscape improvements not only make adjacent properties appear more stable and prosperous, but can spur investment in the property. According to the FHWA, landscaped sidewalks create an inviting place for customers to shop and do business (FHWA, 2001). Parks Park facilities enhance the overall quality of an area and are an important component of complete and sustainable neighborhoods. Neighborhood parks offer both active and passive recreational opportunities: a place to play, exercise, spend time with neighbors, or relax. The parks within the District are developed and maintained to appeal to all age groups and interests, Landscape Maintenance District No. 2 — City of Rancho Cucamonga 28 Fiscal Year 2020/21 ATTACHMENT #02 Page 140 and promote a healthy community. Recreation and park facilities have proven to be a potent factor in maintaining a high standard of livability in the community. • Improved Aesthetics. The park improvements provide beautification, shade and enhancement to properties, which creates a sense of community for the parcels within the District. The overall appeal and desirability of an area is enhanced when public parks and recreational facilities are in place, improved, operable, safe, clean and maintained. Conversely, appeal and desirability decrease when park and recreational facilities are unsafe or destroyed by the elements or vandalism. According to The Trust for Public Land, Corporate CEOs say that employee quality of life is the third most important factor in locating new businesses (Harnik and Welle, n.d.). • Economic Activity: Parks attract both businesses and residents to communities. According to The Trust for Public Land, small company owners say recreation, parks and open spaces in close proximity to properties used for business purposes are the highest priority in choosing a new location for their businesses. As a result of the collective improvements (sidewalks, community trails, street landscaping and parks) being maintained, the overall livability for properties within the District will increase. Livability encompasses several qualities and characteristics that are unique to a specific area. The Victoria Transport Policy Institute (2011) expands on the concept of livability and the various benefits associated with that designation: The livability of an area increases property desirability and business activity. Livability is largely affected by conditions in the public realm, places where people naturally interact with each other and their community, including streets, parks, transportation terminals and other public facilities. Livability also refers to the environmental and social quality of an area as perceived by employees, customers and visitors. This includes local environmental conditions, the quality of social interactions, opportunities for recreation and entertainment, aesthetics, and existence of unique cultural and environmental resources. Quantification of Benefit As a result of the District maintenance and servicing activities, there will be a level of general benefits to people that do not live in or intend to conduct business within the District. In order for property within the District to be assessed only for that portion of special benefits received from the District maintenance and servicing activities, general benefits provided by the ongoing maintenance and servicing of the improvements needs to be quantified. The amount of general benefit that is provided from the District maintenance activities cannot be funded via property owners' assessments. The District currently consists of 5,890 single family residences, 592 condominium units, 589 multi -family (apartment) units, 42.33 acres of commercial property, 4 schools, 1 Church, 1 fire Landscape Maintenance District No. 2 — City of Rancho Cucamonga 29 Fiscal Year 2020/21 ATTACHMENT #02 Page 141 station, and 36.99 acres of undeveloped property. Properties are classified by their land use code as shown on San Bernardino County's latest secured roll. Sidewalks and Community Trails The City is comprised of many smaller communities located throughout the City. Most of the communities have parks and schools that are proximate to and serve the residents in their immediate vicinity. There are four schools in addition to the six parks within the District. Two of the four schools have school District boundaries that are only within the District. However, two of the schools include areas outside of the District as part of their school district boundaries. The primary reason persons living outside the District would enter the District would be to access the schools. Therefore, we must consider the school district boundary areas outside of the District when analyzing the pedestrian traffic that may use the sidewalks and community trails within the District. The Summary of Travel Trends, 2009 National Household Travel Survey (NHTS) prepared by the U.S. Department of Transportation Federal Highway Administration (FHWA, 2011) analyzed the number of person trips by various modes of transportations such as private vehicle, transit, walking or some other means of transportation. According to the Pacific Division data extracted from the 2009 NHTS database, of the annual 181,703 (in millions) total person trips, 21,252 (in millions) or 11.70% of those person trips were made by using walking as their mode of transportation (FHWA, 2011). According to the U.S. Census Bureau (2010), the average household size in the City is 2.98 persons. Based on this average household size, and considering there are 6,957 residential units within the District, there are approximately 20,732 people residing within the District boundaries. There are an estimated 12,000 residential units within the school district boundaries that are not within the boundaries of the District. Based on the City's average household size, there are approximately 35,760 persons residing outside of the District boundaries, but within the school district boundaries. The following shows the estimated number of residential units and persons within the school district boundaries and either within or outside the District boundaries: School District Population Estimated Number of Residential Units Estimated Number of Persons Within District Boundaries 6,957 20,732 Outside District Boundaries 12,000 35,760 Total Population 18,957 56,492 In order to determine the estimated total number of persons who are within close proximity to the sidewalk and trail improvements, and would utilize walking as their mode of transportation, we applied the 11.70% of person trips reported from the NHTS Pacific Division study, to the total number of persons within District and school district boundaries (56,492). There are Landscape Maintenance District No. 2 — City of Rancho Cucamonga 30 Fiscal Year 2020/21 ATTACHMENT #02 Page 142 approximately 6,610 people within proximity of the District that utilize walking as their mode of transportation. Applying the 2009 NHTS walking trip percentage to the District population (20,732), we estimate that of the 6,610 persons who are within close proximity of the District and use walking as their primary mode of transportation, 2,426 people are within the District boundaries. Therefore, the total surrounding neighborhood area population, located outside of the District boundaries, but in close proximity to the sidewalk and trail improvements, who use walking as their primary mode of transportation is estimated to be 4,184 people. In order to obtain a better picture of the overall level of general benefit provided by the sidewalk and community trail improvements, the pedestrian traffic that utilizes walking as the mode of transportation that will seek out and use sidewalks and community trails within the District's boundaries, but live outside of the District, must be considered. The 2009 NHTS further details the purposes of the 21,252 (in millions) reported walking trips. Based on the property types within the District, people utilizing the sidewalks and community trails within the District would most likely do so for the following reasons: walking to school, day care or religious activity, social or recreational activities, and shopping or running errands. The following details the number of walking trips, based on the 2009 NHTS study, for each of the activities that are the most likely reasons people outside of the District would use the sidewalk and community trail improvements within the District: Trip Purpose Estimated Number School District Population of Persons Within District Boundaries 2,426 Outside District Boundaries 4,184 Total Population — uses walking as 6,610 primary mode of transportation 9,099 In order to obtain a better picture of the overall level of general benefit provided by the sidewalk and community trail improvements, the pedestrian traffic that utilizes walking as the mode of transportation that will seek out and use sidewalks and community trails within the District's boundaries, but live outside of the District, must be considered. The 2009 NHTS further details the purposes of the 21,252 (in millions) reported walking trips. Based on the property types within the District, people utilizing the sidewalks and community trails within the District would most likely do so for the following reasons: walking to school, day care or religious activity, social or recreational activities, and shopping or running errands. The following details the number of walking trips, based on the 2009 NHTS study, for each of the activities that are the most likely reasons people outside of the District would use the sidewalk and community trail improvements within the District: Trip Purpose Number of Walking Trips (in millions) School/Daycare/Religious Activity 872 Shopping/Errands 5,820 Social/Recreational 2,268 Don't know/Other 139 Total 9,099 Of the total number of walking trips reported, 9,099 (in millions) or 42.81% are for purposes that persons outside of the District would utilize the sidewalk and trail improvements within the District. Applying this percentage (42.81°/x) to the number of people using walking as their mode of transportation and that live outside of the District (4,184), but use the sidewalks and community trails within the District, there are approximately 1,791 people using the maintained sidewalks and community trails for general benefit purposes. The persons engaging in general benefit activities represents 3.17% of the total school district population (56,492), and is therefore considered to be District general benefit. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 31 Fiscal Year 2020/21 ATTACHMENT #02 Page 143 School District Boundary General o Benefit 3.17/o Given the location and nature of the improvements, it is very unlikely the public at large would seek out or use the sidewalks and trails within the District, but would use those proximate to their own properties. The City has regional trails that connect different areas of the City, and those trails do appeal to and attract other residents of the City as well as residents that live outside the City. Nevertheless, it is likely that certain members of the public at large use the sidewalks or community trails within the District. As such, we have assigned a 1.00% general benefit for the sidewalk and community trails to the public at large. Public at large General Benefit 1 1.00% Based on the above calculations, the general benefit portion of the improved aesthetics, increased safety, and economic activity benefits resulting from the sidewalk and trail improvements is estimated to be 4.17% and the special benefit is estimated to be 95.83%. Sidewalk and Trail General Benefit 1 4.17% Street Landscaping Based upon the City's General Plan (2010) Roadway Hierarchy, the streets within the District are classified into one of the following categories: arterial, collector, or local (minor) streets. The majority of street landscaping is located along roads classified as collector and local streets and primarily situated within the public right-of-ways of the internal local street network. A portion of the maintained landscaping is, however, located along the arterial streets, and, as such, provides some general benefit to pass-through traffic. Local Streets For purposes of determining general and special benefits, all streets within the District other than the specific streets listed as collector and arterial streets below are considered local streets. The local streets within the District were intended to serve individual neighborhoods and not to be pass-through streets, but cul-de-sacs or loop roads to reduce through traffic (Victoria Community Plan, 1980). In addition, according to the City's General Plan (2010), the primary intended purpose of local streets is to serve fronting properties. From a visual inspection of the layout of the District one must conclude that the purpose of the local streets is exclusively intended for the benefit of the parcels on such streets. There is no local street that provides a direct or efficient means of traveling from one place to another such that one could reasonably expect a driver to purposefully choose the District's local streets as the best route for travel unless necessary because the route either began or ended with a parcel in the District. A route beginning or ending with a parcel within the District does not include the "general public" for purposes of determining general benefit. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 32 Fiscal Year 2020/21 ATTACHMENT #02 Page 144 However, one can imagine a minimal degree of pass through traffic even on something such as a cul-de-sac. As expressed by the Court in Beutz v. County of Riverside (2010), "... courts of this state have long recognized that virtually all public improvement projects provide general benefits." Given the location to the schools, parks, and shopping in the City, there are bound to be drivers that make use of the local streets for no other reason but to turn around or go back from where they came, especially if they are dropping their children off at one of the schools. Additionally, given the nature of the street landscaping, one could imagine a small degree of "residential tourism" wherein drivers are in fact simply "passing through" to enjoy the beautiful views of the homes, the natural surroundings or visiting friends. A conservative estimate of 1.00% for each scenario would result in the general benefit portion of the improved aesthetics, increase safety, and economic activity benefits resulting from the street landscaping improvements on local streets to be 2.00% and the special benefit is estimated to be 98.00%. Local Street General Benefit 1 72.00% Collector Streets: Victoria Park Ln, Etiwanda Ave, Highland Ave and Church St Because of the similarities in use, layout, type, and designation, the benefits of Victoria Park Ln, Etiwanda Ave, Highland Ave and Church St are considered to be equal. Etiwanda Ave, Highland Ave and Church St border the District and are used as the main access to and from properties within the District. Victoria Park Ln serves as the main access point to each of the four schools and is the connector street running through the District. Victoria Park Ln, Etiwanda Ave, Highland Ave and Church St connect the various neighborhoods, schools and parks within the District in addition to providing circulation between the local streets and the arterial network. As such, we must also consider the neighborhoods that surround the District and are within the school district boundaries, but not within the actual District when analyzing vehicle traffic that may use the streets within the District. The City's Traffic Study (2009) does not include the traffic volume and number of daily trips on the connector streets within the District. As such a study is unavailable at this time we have use the NHTS Pacific Division data in order to estimate the number of drivers who use the streets within the District. According to the Pacific Division data extracted from the NHTS database, of the annual 181,703 (in millions) total person trips, 152,827 (in millions) or 84.11 % of those trips were made using a personal motor vehicle (FHWA, 2011). According to the 2001 National Household Travel Survey, household file, U.S. Department of Transportation (2001), the mean drivers per household is 1.75. Based on the drivers per household average, and considering the 6,957 households within the District, there are approximately 12,175 drivers within the District. There are an estimated 12,000 residential units within the school district boundaries that are not within the boundaries of the District. Based on the drivers per household average, there are approximately 21,000 additional drivers that reside outside of the District boundaries, but are in close proximity to the District. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 33 Fiscal Year 2020/21 ATTACHMENT #02 Page 145 School District Population Estimated Number of Residential Units Estimated Number of Drivers Within District Boundaries 6,957 12,175 Outside District Boundaries 12,000 21,000 Total 18,957 33,175 Applying the percentage of vehicle trips (84.11 %) reported from the NHTS Pacific Division study to the District and school district boundaries area outside of the District population sets (33,175), approximately 27,903 people are within proximity of the District that utilize a private vehicle as their primary mode of transportation. Applying the 2009 NHTS vehicle trip percentage to the estimated number of drivers within the District (12,175) approximately 10,240 people within the District boundaries use a personal vehicle as their primary mode of transportation. Therefore, the total surrounding neighborhood area population, located outside of the District boundaries, that uses a vehicle as their mode of transportation is estimated to be 17,663 people. In order to obtain a better picture of the overall level of general benefit provided by the improvements, the vehicle traffic that will seek out and use the collector streets to access parcel's within the District, but live outside of the District, must be considered. The 2009 NHTS further details the purposes of the 152,827 (in millions) reported vehicle trips. Based on the property types within the District, people utilizing the collector streets to access properties within the District would most likely do so for the following reasons: attend school, day care or religious activity, social or recreational activities, and to shop or run errands. The following details the number of vehicle trips for each of the activities that are the most likely reasons people outside of the District would use the collector streets to access properties within the District: Trip Purpose Estimated Number School District Population of Persons Within District Boundaries 10,240 Outside District Boundaries 17,663 Total Population — uses personal vehicle 27,903 as primary mode of transportation 54,341 In order to obtain a better picture of the overall level of general benefit provided by the improvements, the vehicle traffic that will seek out and use the collector streets to access parcel's within the District, but live outside of the District, must be considered. The 2009 NHTS further details the purposes of the 152,827 (in millions) reported vehicle trips. Based on the property types within the District, people utilizing the collector streets to access properties within the District would most likely do so for the following reasons: attend school, day care or religious activity, social or recreational activities, and to shop or run errands. The following details the number of vehicle trips for each of the activities that are the most likely reasons people outside of the District would use the collector streets to access properties within the District: Trip Purpose Number of Vehicle Trips (in millions) School/Daycare/Religious Activity 6,470 Shopping/Errands 30,998 Social/Recreational 16,185 Don't know/Other 688 Total 54,341 Of the total number of vehicle trips reported, 54,341 (in millions) or 35.56% are for purposes that persons outside of the District would most likely utilize the collector streets within the District. Applying this percentage to the number of people using vehicles as their primary mode of Landscape Maintenance District No. 2 — City of Rancho Cucamonga 34 Fiscal Year 2020/21 ATTACHMENT #02 Page 146 transportation and live outside of the District (17,663), but would use Victoria Park Ln, Etiwanda Ave, Highland Ave or Church St as a connector to their destination within the District, there are approximately 6,281 people using the maintained streets for general benefit purposes. The persons engaging in general benefit activities represents 18.93% of the total estimated drivers (33,175), and is therefore considered to be District general benefit. As previously mentioned, the local street special benefit has been estimated at 98.00% and, as such, the estimated minimum special benefit of Victoria Park Ln, Etiwanda Ave, Highland Ave and Church St should be reduced by 2.00% to account for that portion of traffic using local streets representing general benefit. Based on the above calculations, the general benefit portion of the improved aesthetics, increased safety, and economic activity benefits resulting from the street landscaping improvements on collector streets is estimated to be 20.93% and the special benefit is estimated to be 79.07%. Collector Street General Benefit 20.93% Arterial Streets: Milliken Ave, Base Line Rd, Day Creek Blvd and Rochester Ave Arterial streets are intended to provide a higher degree of mobility and generally serve longer vehicle trips. The arterial streets with landscape improvements serve not only residents in the immediate vicinity, but persons who live outside of the District and are passing by. The City's Traffic Study (2009) does not identify the percentage of traffic on arterial streets, which is pass- through traffic. Before we determine and allocate the percentage of special and general benefit for the arterial streets, we must first compute the estimated pass-through traffic. In lieu of having a study that identifies the pass-through traffic on the arterial streets, the estimated number of special benefit trips on the collector streets has been used since in order to enter or exit the District, a vehicle must travel on one of the arterial streets listed below. Per the City's General Plan (2010), collector streets have an estimated 5,000 to 20,000 vehicles per day, for an average of 12,500. Taking the 12,500 average daily trips for collector streets, 2,616 trips (20.93%) are for general benefit purposes, and 9,884 trips (79.07°/x), is deemed to be for special benefit purposes. Estimated Number of Trips Collector Street Special Benefit — 79.07% 9,884 Collector Street General Benefit — 20.93%' 2,616 Total 12,500 (1) The 20.93% general benefit percentage already includes the 2.00% general benefit to account for the portion of traffic using for local streets. The City's Traffic Study (2009) does provide an estimated number of daily trips for specific areas within the District. When the City's Traffic Study (2009) did not provide the estimated number of daily trips the average number was derived from the estimates provided in the City's General Plan. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 35 Fiscal Year 2020/21 ATTACHMENT #02 Page 147 Street Name Average Number of Vehicles per Dayl Milliken Ave 30,400 Base Line Rd 19,140 Day Creek Blvd 25,000 Rochester Ave 12,500 (1) Average Number of Vehicles per Day is from the City's Traffic Study for Milliken Ave and Base Line Rd, (average based on City's Traffic Study at points of street within the District), and from the City's General Plan for Day Creek Blvd and Rochester Ave. Based on the estimated number of 9,884 trips for special benefit purposes, we then reduce the average number of vehicles for each arterial street, to calculate our estimated pass-through trips. The pass-through trips are vehicles driving along the maintained streets within the District for a portion of their trips, but not residing in the District or benefiting from the landscaping improvements in place. Street Name Average Number of Vehicles per Day Less: Estimated Special Benefit Trips Estimated Number of Pass Through Trips Estimated % General Benefit Milliken Ave 30,400 9,884 20,516 67.49% Base Line Rd 19,140 9,884 9,256 48.36% Day Creek Blvd 25,000 9,884 15,116 60.47% Rochester Ave 12,500 9,884 2,616 20.93% Although Rochester Ave is listed as an arterial, the City's General Plan (2010) Roadway Hierarchy includes this street as a Tertiary Travel Corridor, which categorizes the street as more locally oriented and locally travelled. In addition, the Roadway Hierarchy says that the typical number of vehicles per day is between 10,000 and 15,000 (average 12,500). Etiwanda Avenue and Church St are also included in the category, and as such, the general benefit trip percentage is close to the same as for the collector streets. As previously mentioned, the estimated minimum special benefit of Milliken Ave, Base Line Rd, Day Creek Blvd and Rochester Ave have already been reduced by 2% to account for that portion of traffic using local streets representing general benefit. Street Landscaping General Benefit Percentage The general benefit percentages determined in the previous sections were then applied to each type of road in the District. The area in square feet of landscaping being maintained in the District was determined by the City's Public Works Department. The general benefit percentage for each road and street type was multiplied by the total square footage being maintained for such street. The general benefit square footage was summed for all street segments and divided into the total square footage of all landscaping maintenance. The result is the overall general benefit percentage. The following table details this calculation. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 36 Fiscal Year 2020/21 ATTACHMENT #02 Page 148 Street Name Street Type (1) Total Square Footage General Benefit Percentage General Benefit Square Footage Milliken Ave Arterial 265,926 67.49% 179,473 Base Line Rd Arterial 367,018 48.36% 177,490 Day Creek Blvd Arterial 263,062 60.47% 159,074 Rochester Ave Arterial 175,573 20.93% 36,747 Church St Collector 181,344 20.93% 37,955 Etiwanda Ave Collector 10,358 20.93% 2,168 Highland Ave Collector 290,275 20.93% 60,755 Victoria Park Ln Collector 1,348,966 20.93% 282,339 Local/Minor Streets Local/Minor Streets 2,912,709 2.00% 58,254 Totals: 994,255 Street Landscaping General Benefit 1 17.10% Based on the above calculations, the general benefit portion of the improved aesthetics, increased safety, and economic activity benefits resulting from the street landscaping improvements is estimated to be 17.10% and the special benefit is estimated to be 82.90%. Neighborhood Parks The six parks within the District were installed specifically for the residents of the District. Each of the parks is considered to be a neighborhood park, intended to serve those parcels within a one-half mile radius from the park. All parcels within the District are within a one-half mile from one of the six neighborhood parks, and most parcels outside of the District have their own neighborhood parks within close proximity. Even though the park facilities were installed for the benefit of the residents and those working within the District, there will be some general benefit to those people who do not live or conduct business inside the District. There are 43.10 acres of park land within the District. According to the Trip Generation (2003) report, a City park generates an average of 1.59 trips per acre, with a range of rates between 1.04 — 8.00 (arithmetic mean is 4.52). Considering the mean rate per acre (4.52 trips), there are approximately 195 daily trips generated for parks within the District. According to the 2009 NHTS database, the average number of persons per vehicle is estimated to be 1.61 persons. Therefore, based on the 195 daily park trips generated, 314 people are using the parks within the District. There is a standard of one-half mile as a reasonable distance to walk to a park (California DOT, 1979). There are 6,957 households within the District, and an additional 1,834 households that are within a one-half mile and have direct access to the parks, but whose properties are not within the boundaries of the District. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 37 Fiscal Year 2020/21 ATTACHMENT #02 Page 149 One -Half Mile Park Population Estimated Number of Residential Units Percentage Within District Boundaries 6,957 79.14% Outside District Boundaries 1,834 20.86% Total Population 8,791 100.00% To allocate the average of park trips generated and people using the parks within the District, we allocate the 314 estimated people using the parks daily by the percentages shown above. Based on the one-half mile radius population, approximately 66 people may use the parks within the District, but living outside of the boundaries of the District. A factor that has been considered is that most of the people living within the one-half mile radius from the parks within the District also live within a closer distance to other parks that are not within the District, and will most likely use the parks that are closer in proximity to their property. However, in calculating the general benefit usage we recognize that those people may still use the District parks. Taking the 66 persons using the parks within the District, but residing outside of the District, divided by the total population residing outside of the District, but within one-half mile from the parks (1,834), the estimated percentage of persons engaging in general benefit park activities that do not reside within the District represents 3.60%. One -Half Mile Boundary General Benefit 3.60% Given the location and size of the parks, it is very unlikely the public at large would seek out or use these smaller, local parks. Especially, when the City has larger community and regional parks that are intended to attract people from outside areas, and provide recreational opportunities beyond those supplied by the neighborhood parks. However, various sports teams are allowed access to the parks for games even though according to the City, sports teams with members residing within the District are given first priority for use of the parks. Nevertheless, it is likely that certain members of the public at large may use the smaller parks, and as such, we have assigned a 1.00% general benefit for the park improvements to the public at large. Public at large General Benefit 1.00% Landscape Maintenance District No. 2 — City of Rancho Cucamonga 38 Fiscal Year 2020/21 ATTACHMENT #02 Page 150 Estimated Number of One -Half Mile People Using Park Population Parks Daily Within District Boundaries 248 Outside District Boundaries 66 Total Population 314 A factor that has been considered is that most of the people living within the one-half mile radius from the parks within the District also live within a closer distance to other parks that are not within the District, and will most likely use the parks that are closer in proximity to their property. However, in calculating the general benefit usage we recognize that those people may still use the District parks. Taking the 66 persons using the parks within the District, but residing outside of the District, divided by the total population residing outside of the District, but within one-half mile from the parks (1,834), the estimated percentage of persons engaging in general benefit park activities that do not reside within the District represents 3.60%. One -Half Mile Boundary General Benefit 3.60% Given the location and size of the parks, it is very unlikely the public at large would seek out or use these smaller, local parks. Especially, when the City has larger community and regional parks that are intended to attract people from outside areas, and provide recreational opportunities beyond those supplied by the neighborhood parks. However, various sports teams are allowed access to the parks for games even though according to the City, sports teams with members residing within the District are given first priority for use of the parks. Nevertheless, it is likely that certain members of the public at large may use the smaller parks, and as such, we have assigned a 1.00% general benefit for the park improvements to the public at large. Public at large General Benefit 1.00% Landscape Maintenance District No. 2 — City of Rancho Cucamonga 38 Fiscal Year 2020/21 ATTACHMENT #02 Page 150 Based on the above calculations, the general benefit portion of the improved aesthetics and economic activity benefits resulting from the park improvements is estimated to be 4.60% and the special benefit is estimated to be 95.40%. Park General Benefit 4.60% Collective General Benefit Since the District is comprised of improved aesthetics, increased safety and economic activity benefits resulting from a blend of improvements (sidewalks, trails, street landscaping and parks), the activity of both pedestrians and vehicles must be addressed in a collective form rather than independently. Therefore, the arithmetic mean of the general benefit percentages has been used to quantify the overall level of general benefit for the District. This general benefit result is provided in the table below: Sidewalk and Trail General Benefit 4.17% Street Landscaping General Benefit 17.10% Park General Benefit 4.60% District General Benefit 8.62% The general benefit, which is the percentage of the total budget that must be funded through sources other than assessments, is 8.62%. The special benefit then, which is the percentage of the budget that may be funded by assessments, is 91.38%. METHOD OF ASSESSMENT Overview Pursuant to the 1972 Act, Article XIII D 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: Landscape Maintenance District No. 2 — City of Rancho Cucamonga 39 Fiscal Year 2020/21 ATTACHMENT #02 Page 151 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]. Section 22547 of 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". 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. 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 right-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). • 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. Apportioning 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. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 40 Fiscal Year 2020/21 ATTACHMENT #02 Page 152 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 5,890 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 District. 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. 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 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 41 Fiscal Year 2020/21 ATTACHMENT #02 Page 153 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 Station/School 1.00 Undeveloped 0.40 Common Area/Roads/Easements/Utility 0.00 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 42 Fiscal Year 2020/21 ATTACHMENT #02 Page 154 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 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: Landscape Maintenance District No. 2 — City of Rancho Cucamonga 43 Fiscal Year 2020/21 ATTACHMENT #02 Page 155 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 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. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 44 Fiscal Year 2020/21 ATTACHMENT #02 Page 156 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: 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 Station/School 0.00 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 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 45 Fiscal Year 2020/21 ATTACHMENT #02 Page 157 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 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 81,554.07 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 Landscape Maintenance District No. 2 - City of Rancho Cucamonga 46 Fiscal Year 2020/21 ATTACHMENT #02 Page 158 demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit." Publicly 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 (acreage). The formula below provides a summary of the annual assessment calculation for each parcel in the District. A (B) C Parcel's Total - Parcel's Total X Parcel Benefit Units Special Benefit Factor Points (B) Parcel's Parcel's Parcel's Parcel's Total Special Benefit Aesthetic + Safety + Economic Points Benefit Points Benefit Points Benefit Points (C) Residential Parcel Factor = Units Parcel Factor Non -Residential Parcel Factor = Acreage Applying 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. Landscape Maintenance District No. 2 - City of Rancho Cucamonga 47 Fiscal Year 2020/21 ATTACHMENT #02 Page 159 Step 2: Step 3: Step 4: 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 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 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 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 Station/School 0.00 Undeveloped 1.50 Common Area/Roads/Utility 0.00 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 48 Fiscal Year 2020/21 ATTACHMENT #02 Page 160 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: Parcel Land Use Category Aesthetic Benefit Points Safety Benefit Points Economic Benefit Points Total Benefit 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 Station/ School 1.00 2.00 0.00 3.00 Undeveloped 0.40 0.30 1.50 2.20 Common Area/ Roads/ Easements/ Utility 0.00 0.00 0.00 0.00 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 = Acreage Factor 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. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 49 Fiscal Year 2020/21 ATTACHMENT #02 Page 161 Proposed Maximum Assessment Rates The Fiscal Year 2020/21 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 2020/21, the calculation is as follows: Maximum Assessment _ Special Benefit / District's Total per Benefit Unit to be Assessed Benefit Units $48.59 = $ 3,962,712.26 / 81,554.07 Parcel Land Use Category Total Benefit Points Parcel Factor Maximum Allowable Assessment for 2020/21 Single Family Residential 11.00 Parcel $ 534.49 Condominium Residential 8.10 Unit 393.58 Multi -Family Residential 7.70 Unit 374.14 Com mercial/Industrial 52.00 Acre 2,526.68 Public Service Parcels - Church/ Fire Station/ School 3.00 Acre 145.77 Undeveloped 2.20 Acre 106.90 Common Area/ Roads / Easements/ Utility 0.00 Parcel 0.00 Cost of Living Inflator Each fiscal year, beginning Fiscal Year 2014/15, 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 Riverside — San Bernardino — Ontario Consumer Price Index 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 2020/21 will remain at $503.80 per single-family residence. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 50 Fiscal Year 2020/21 ATTACHMENT #02 Page 162 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 San Bernardino County Assessor Office, 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. 2 — City of Rancho Cucamonga 51 Fiscal Year 2020/21 ATTACHMENT #02 Page 163 la N 11-1 N O Z g E j..' a ,U -v > O U t _jp O p �' *AVi(uay� V V ■'may it 4 O Z O O -C) IQ O ■ .......■ i i ny jse3 U�) U : ! i v Mmy epuenn43 I ny epueM43 U = i J ! 19 laaj:) Aea ny aa).say:)ob ny Ja)say:)oa C1 i ny uaN!II!W J"M.........n ny uaj!ll!W i i ■ ny uaneH ny uaneH i i ny esowJaH _ ny esowiaH ■ i ny Plegly:)ad i ny Pleq!q:)jV i ny uewllaH i *; 'N ny uewllaH ♦`� V pp ny PJeA9u'A ; b ° 3S ue!laweD i �111P 8 XL ♦°? ♦ In C m d' In0 00 `' n J t EJ yI.1■1 •�'►,� ,rl �r� 333 OC C m LL Q y (6 t ev S r Z lag, Landscape Maintenance District No. 2 — City of Rancho Cucamonga 52 Fiscal Year 2020/21 ATTACHMENT #02 Page 164 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate Per EBU Total Units/ Acres Total EBUs Total Assessment Single Family Residential $ 45.80 5,890.00 64,790.00 $ 2,967,205.30 Condominium Residential 45.80 972.00 7,873.20 360,349.56 Multi -Family Residential 45.80 729.00 5,613.30 257,089.14 Commercial/ Industrial 45.80 57.97 3,014.18 138,061.35 Public Service Parcels — Church/Fire Station/ School 45.80 75.35 226.06 10,353.09 Undeveloped 45.80 16.97 37.33 1,709.90 Total 7,741.29 81,554.071 $ 3,734,768.34 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following annexations are effective for Fiscal Year 2020/21: Annexation Total Units / APN Date Project Acres Total EBUs Type 1089-031-36 03/06/19 PM20032 140.00 140.00 Condominiums 1089-581-09 04/17/19 DRC2017-00889 1.21 1.21 Commercial Landscape Maintenance District No. 2 — City of Rancho Cucamonga 53 Fiscal Year 2020/21 ATTACHMENT #02 Page 165 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Landscape Maintenance District No. 3B (Commercial Industrial) Page 166 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 3B (COMMERCIAL INDUSTRIAL) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 167 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 8 ESTIMATE OF COSTS 10 District Budget 10 Definitions of Budget Items 12 METHOD OF ASSESSMENT 13 Overview 13 General Benefit 14 Special Benefit 14 Method of Assessment Spread 15 ASSESSMENT DIAGRAM 16 ASSESSMENT ROLL AND ANNEXATIONS 18 Assessment Roll 18 Annexations 18 Page 168 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Landscape Maintenance District No. 313 (Commercial Industrial) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed staff to prepare and file an Annual Engineer's Report for Fiscal Year 2020/21 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 of 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. Fiscal Year 2020/21 Budget Expenditures Personnel Services $ 129,210 Operations and Maintenance $ 966,380 Total Expenditures Budget 1,095,590 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 807,690 Anticipated Prior Year Delinquencies Collection 11,630 Subtotal - Taxes 819,320 Other Revenues 264,480 Total Revenues Budget 1,083,800 Contribution to/(Use of) Fund Balance $ (11,790) Total District EBU Count 2,890.61 Actual Assessment per EBU $ 282.24 Maximum Allowable Assement per EBU $ 352.80 Landscape Maintenance District No. 313 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #03 Page 169 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 3B — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #03 Page 170 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #03 Page 171 conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including the improvements, to the zones within the 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. 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 Blvd on the north, 4th St on the South, East Ave on the east and Grove Ave 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 Landscape Maintenance District No. 313 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #03 Page 172 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 Ave and 4th St. Ground Cover area: 5,715 square feet Hardscape area: 6,068 square feet J-3 The 6th St median from Milliken Ave to Pittsburg Ave. Ground Cover area: 3,300 square feet J-4 The entry monuments on the east and west side of 4th St and Milliken Ave. The Milliken Ave median from 4th St to 6th St. Ground Cover area: 30,594 square feet Hardscape area: 1,748 square feet J-5 The Milliken Ave median from Arrow Rte to Jersey Blvd. Ground Cover area: 10,220 square feet J-6 The Spruce Ave median from Foothill Blvd to White Oak Ave. Ground Cover area: 4,300 square feet J-7 The 6th St median from Pittsburg Ave to Richmond PI. Ground Cover area: 5,114 square feet J-8 The 6th St from Richmond PI to Buffalo Ave. Ground Cover area: 2,476 square feet J-9 The Milliken Ave railroad underpass. Ground Cover area: 165,633 square feet, J-10 The 6th St median from Cleveland Ave to 1,820 feet east of Cleveland Ave. Ground Cover area: 15,884 square feet J-11 The 6th St median from Buffalo Ave to Rochester Ave. Ground Cover area: 10,789 square feet J-12 The Milliken Ave median from Arrow Rte to Century Ct. Ground Cover area: 13,855 square feet Landscape Maintenance District No. 3B — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #03 Page 173 J-13 The Milliken Ave median from Century Ct to Foothill Blvd. Ground Cover area: 3,330 square feet J-14 The 6th St median from Utica Ave to Cleveland Ave. Ground Cover area: 8,559 square feet J-15 The 6th St median from Haven Ave to Utica Ave. Ground Cover area: 7,680 square feet J-16 Day Creek Blvd median from Church St to Foothill Blvd. Ground Cover area: 8,466 square feet J-17 The Day Creek Blvd median south of Foothill Blvd including the traffic circle. Ground Cover area: 6,490 square feet H-1 The Haven Ave median from 4th St to 6th St. Ground Cover area: 21,205 square feet Converted 8,935 sq. ft. of turf to ground cover effective April 1, 2013. H-2 The Haven Ave medians from 6th St to the underpass bridge. The east and west side parkways and slopes on Haven Ave from Acacia St to underpass bridge. Ground Cover area: 54,720 square feet Converted 2,960 square feet of turf to ground cover effective April 1, 2013. H-3 The Haven Ave medians from underpass bridge to Arrow Rte. The east and west side parkways and slopes on Haven Ave from the underpass bridge to Jersey Blvd. Ground Cover area: 56,210 square feet H-4 The Haven Ave median from Arrow Rte to Foothill Blvd. Ground Cover area: 15,156 square feet H-5 The Haven Ave median from Foothill Blvd to Church St. Ground Cover area: 11,502 square feet FH -1 The Foothill Blvd median from Spruce Ave to Haven Ave. 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 landscape maintenance district 4-R. Landscape Maintenance District No. 3B — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #03 Page 174 FH -2 FH -3 FH -4 FH -5 The Foothill Blvd median from Spruce Ave to Milliken Ave. 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 landscape maintenance district 4-R. The Foothill Blvd median from 790 feet west of Market PI to Market PI Ground Cover area: 4,434 square feet The Foothill Blvd median from Market PI to Etiwanda Ave. Ground Cover area: 10,392 square feet The Foothill Blvd 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 landscape maintenance district 4-R. FH -6 The Foothill Blvd median from Masi Dr Plaza to Rochester Ave. 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 landscape maintenance district 4-R. FH -7 The Foothill Blvd median from Vineyard Ave to Orchard Plaza. Ground Cover area: 2,605 square feet FH -8 The Foothill Blvd median from Orchard Plaza to Lion St. Ground Cover area: 344 square feet FH -9 The Foothill Blvd median from Hellman Ave to Malachite Ave and from Malachite Ave to Archibald Ave. Ground Cover area: 21,474 square feet FH -10 The Foothill Blvd median from Archibald Ave to Ramona Ave. Ground Cover area: 4,770 square feet FH -11 The Foothill Blvd median from Ramona Ave to Hermosa Ave. Ground Cover area: 5,210 square feet FH -12 The Foothill Blvd median from Hermosa Ave to Center Ave. Ground Cover area: 6,329 square feet FH -13 The Foothill Blvd median from Center Ave to Haven Ave. Ground Cover area: 6,286 square feet Landscape Maintenance District No. 3B — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #03 Page 175 FH -14 The Foothill Blvd median from Rochester Ave to 600 feet east of Rochester Ave. Ground Cover area: 1,356 square feet Site reduced to 5,979 square feet due to median renovation. FH -15 The Foothill Blvd median from 1,225 feet west of Day Creek Blvd to Day Creek Blvd. Ground Cover area: 4,905 square feet FH -16 The Foothill Blvd median from Day Creek Blvd 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 2020/21 ATTACHMENT #03 Page 176 M m IA O p & < E Z r- 0 � •� � � it U N • � j 11 0 Q L �LLL1�1�1�11 u � ! c 0 ■ .0 U � � w my epUM13 a � Ia vui ' M ' _ iii NaarD Aea J Ay JaIsa4Dob ■.". n ii Ay uaN!IIlW IMINIMIMIM------ i I Ay uaneH I I I Ay esOUJJaH i AV plegq:)1v I i Ay uewllal-I i is uepuieD I I !I I N (* QU -i�- IX v AV kJalp v m c J =p C:_._._._._ L 3.1O Q AV ISe3 vi I � Ay epueMI13 -Ir • O Ay Jagsa4aob AV UaM!II!W 0 Ay uaneH Ay esowaaH ■W Ab pleG!4:)jV k T U- CO Ay uewllaH Ln Ln Ay pJeA9U!A 1 h � C' WNN h' � g Ay aAOJ 00 X22 a P�fg 1;eY.b�ili� Landscape Maintenance District No. 3B — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #03 Page 177 CL c : o o 03 E rn 01... AV ISe3 vi I � Ay epueMI13 -Ir • O Ay Jagsa4aob AV UaM!II!W 0 Ay uaneH Ay esowaaH ■W Ab pleG!4:)jV k T U- CO Ay uewllaH Ln Ln Ay pJeA9U!A 1 h � C' WNN h' � g Ay aAOJ 00 X22 a P�fg 1;eY.b�ili� Landscape Maintenance District No. 3B — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #03 Page 177 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Total Expenditures Budget $ 1,095,590 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #03 Page 178 Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 78,020 Part-time Salaries 11,010 Fringe Benefits 40,180 Subtotal - Personnel 129,210 Operations and Maintenance: Operations and Maintenance: Computer Software 500 O & M/General 17,050 O & M/Facilities 11,500 Subtotal - Operations and Maintenance 29,050 Contract Services: Contract Services/General 527,950 Contract Services/Facilities 168,760 Tree Maintenance 26,210 Subtotal - Contract Services 722,920 Utilities: Water Utilities 120,470 Electric Utilities 44,480 Subtotal - Utilities 164,950 Assessment Administration 6,240 Admin./General Overhead 43,220 Subtotal - Operations and Maintenance 966,380 Total Expenditures Budget $ 1,095,590 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #03 Page 178 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues: Interest Earnings Parking Permits Other Revenue Subtotal - Other Revenues: Fiscal Year 2020/21 Budget $ 807,690 11,630 819,320 44,140 220,000 340 264,480 Total Revenues Budget $ 1,083,800 Contribution to/(Use of) Fund Balance $ (11,790) Total Gross Estimated Assessments $ 815,845.77 Total District EBU Count 2,890.61 Actual Assessment per EBU - Fiscal Year 2020/21 $ 282.24 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 352.80 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 2,171,641 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (11,790) Estimated Reserve Fund Balance, June 30, 2021 $ 2,159,851 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #03 Page 179 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). Landscape Maintenance District No. 3B — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #03 Page 180 METHOD OF ASSESSMENT Overview 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]. Section 22547 of 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". 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 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. Landscape Maintenance District No. 3B — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #03 Page 181 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. In this 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. 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 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 been 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 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #03 Page 182 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 is 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. When the District was formed, 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 Fiscal Year 1996/97. 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 EBU method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one 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 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 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #03 Page 183 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 2020/21 maximum allowable assessment rates for the District: 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. 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 San Bernardino County Assessor Office, 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. 3B — City of Rancho Cucamonga 16 Fiscal Year 2020/21 ATTACHMENT #03 Page 184 Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Non -Residential $352.80 $282.24 2,890.61 2,890.61 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. 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 San Bernardino County Assessor Office, 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. 3B — City of Rancho Cucamonga 16 Fiscal Year 2020/21 ATTACHMENT #03 Page 184 Mme O p4w - -- E Z O U Q U 4W 6 o'" r o "u L O U i U � i M my epuemQ3 M U (A i M = i is iaaj:) Aeq ny J91s9430b gal ny u91!II!W +-'........., i i ny uaneH ny esowJaH ny pleq!4»t/ i ny uewllaH IS ue11awe3 i — i e•%01 v) on 0 a ...., � ny )ise3v+,> i m � J = r v. 'J O ny epueM.Qg ny aajsayDob ny uaI!II!W ny uaneH ny esowaaH ny pleq!4:)jV Landscape Maintenance District No. 3B — City of Rancho Cucamonga 17 Fiscal Year 2020/21 ATTACHMENT #03 Page 185 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessment for the District: A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following annexations are effective for Fiscal Year 2020/21: Apn Actual Project Name Total Units/ Acres Total EBUs Property Type Assessment Total DRC2018-00183 3.52 Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Non -Residential $282.24 2,890.61 2,890.61 $815,845.77 Totals 1.97 2,890.61 2,890.61 $815,845.77 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following annexations are effective for Fiscal Year 2020/21: Apn Annexation Date Project Name Total Units/ Acres Total EBUs Property Type 0229-151-10,12, 20 & 0229-161-09, 10, 11 & 12 02/06/19 DRC2018-00183 3.52 3.52 MIND 0207-231-01 06/05/19 DRC2017-00439 2.38 2.38 MIND 0208-353-07 10/02/19 PM19851 1.97 1.97 MIND 0209-201-20 10/02/19 DRC2017-00448 3.72 3.72 MIND 0209-262-25 12/18/19 DRC2018-00553 5.40 5.4 MIND Landscape Maintenance District No. 3B — City of Rancho Cucamonga 18 Fiscal Year 2020/21 ATTACHMENT #03 Page 186 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Landscape Maintenance District No. 4-R (Terra Vista Planned Community) Page 187 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 4-R (TERRA VISTA PLANNED COMMUNITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 188 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 13 ESTIMATE OF COSTS 15 District Budget 15 Definitions of Budget Items 17 METHOD OF ASSESSMENT 18 Overview 18 General Benefit 19 Special Benefit 19 Method of Assessment Spread 20 Cost of Living Inflator 22 ASSESSMENT DIAGRAM 23 ASSESSMENT ROLL AND ANNEXATIONS 25 Assessment Roll 25 Annexations 25 Page 189 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, 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 2020/21 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 of 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. Expenditures Personnel Services Operations and Maintenance Capital Expenditures Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU Fiscal Year 2020/21 Budget $ 1,044,770 1,542,200 400,000 2,986,970 2,779,590 10,740 2,790,330 122,740 2,913,070 $ (73,900) 7,069.46 $ 397.15 $ 471.84 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #04 Page 190 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #04 Page 191 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #04 Page 192 conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including the improvements, to the zones within the 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. 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 Blvd, west of Rochester Ave, east of Haven Ave, south of Base Line Rd and includes the northeast corner of Base Line Rd and Haven Ave. 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 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 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #04 Page 193 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 Bastia Ct Blackhorse Ct Brandywine PI Bunker Hill Dr Cedarbrook PI Chesterton Dr Clarisa PI Corsica Ct (Country View Dr to Milliken Ave) Country View Dr (Mountain View Dr to Palacio Ct) Covington PI Danbury Dr Danner Ct De Anza Dr Derby PI Downing Ct Ellena East & West (s/o Terra Vista Pkwy to Fitzpatrick Dr) Emery PI Fitzpatrick Dr Fulbourn Ct Hinton Ct Linaro Rd The breakdown of maintained areas is as follows: Meyers Dr Potomac Ct Radcliff PI Regent Dr Rockingham Ct Saranza PI Southhampton Ct Terra Vista Pkwy (Church St to Brandywine PI) Wellington PI Yorktown Ct Site # Descriptive Location TV -1 The monument on the southeast corner of Haven Ave and Base Line Rd. The Base Line Rd median from Haven Ave to the Deer Creek Channel. The south side of Base Line from Haven to Deer Creek Channel less from the frontage of the condominium complex. Ground Cover area: 22,054 square feet Hardscape area: 10,630 square feet TV -2 The Base Line Rd median from Spruce Ave to the Deer Creek Channel. The south side of Base Line Rd from Deer Creek Channel to Spruce Ave. The west side of Spruce Ave from Base Line Rd to Terra Vista Pkwy. The north side of Spyglass Dr from Spruce Ave to Roxbury PI. Ground Cover area: 18,863 square feet Turf area: 15,067 square feet Hardscape area: 12,575 square feet Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #04 Page 194 TV -3 The east side of Spruce from 120 feet south of Spyglass Dr to Base Line Rd. The south side of Base Line Rd from Spruce Ave to 800 feet east of Spruce Ave. The Base Line Rd median from Spruce Ave to Milliken Ave. Ground Cover area: 16,670 square feet Turf area: 14,857 square feet Hardscape area: 16,567 square feet TV -4 The south side of Base Line Rd from 800 feet east of Spruce Ave to Milliken Ave. The cul-de-sac at the north end of Cascade Ct. Ground Cover area: 16,613 square feet Turf Cover area: 5,324 square feet Hardscape area: 7,950 square feet TV -5 The north side of Terra Vista Pkwy from Belpine PI to 112 feet west of Butterfield PI; Terra Vista Pkwy median from Spruce Ave to Milliken Ave and the south side of Terra Vista Pkwy from 164 feet west of Belpine PI to Belpine PI. Ground Cover area: 19,738 square feet Turf area: 2,675 square feet Hardscape area: 13,328 square feet TV -6 The north side of from Spruce Ave to 175 feet north of Countryside Dr and Terra Vista Pkwy median from Church St to Spruce Ave. Ground Cover area: 22,959 square feet Turf area: 6,195 square feet Hardscape area: 11,702 square feet TV -7 The north side of Church St from the west side of Deer Creek Channel to Terra Vista Pkwy. The west side of Terra Vista Pkwy from Church St to 175 feet north of Countryside Dr. 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 St and Haven Ave; the Church St median from Haven Ave to Terra Vista Pkwy and the wash end on the Northwest corner of the Deer Creek Channel and Church St. Ground Cover area: 2,429 square feet Hardscape area: 3,296 square feet TV -9 The Church St median from Terra Vista Pkwy to Spruce Ave. Ground Cover area: 7,829 square feet Hardscape area: 6,605 square feet Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #04 Page 195 TV -10 The east side of Valencia Ave from Base Line Rd to the pre-school; the south side of Augusta Dr from Valencia Ave to Meadowlark PI and the west side of Summerfield PI from Valencia Ave to Evergreen Dr. 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 PI and Clover Ct from Parkside PI 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 Ave 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 TV -13 The east side of Spruce Ave from Elm Ave to Mountain View Dr; the north and south sides of Norfolk Dr from Spruce Ave to Cardiff PI; the south side of Mountain View Dr from Spruce Ave to 290 feet east of Belvedere PI and the paseo from Spruce Ave to Country View Dr. 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 Dr from 290 feet east of Belvedere PI to 590 feet east of Fairhaven PI; the paseo south of Mountain View Dr between Belvedere PI and Fairhaven PI to Country View Dr and from Country View Dr 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 Dr from 634 feet west of Biarritz PI to Milliken Ave. 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 Ave and Spruce Ave to West Greenway Corridor. 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 Ave from 585 feet north of Mountain View Dr to Mountain View Dr. Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #04 Page 196 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 Dr from approximately 250 feet west of Claridge PI to Terra Vista Pkwy. The south side of Terra Vista Pkwy from Mountain View Dr to East Greenway Corridor. Terra Vista Pkwy from Mountain View Dr 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 Pkwy median from Milliken Ave to Mountain View Dr. The north side of Terra Vista Pkwy from 68 feet north of Addison Rd to Mountain View Dr. The west side of Mountain View Dr from Grapevine St to Terra Vista Pkwy. Ground Cover area: 20,306 square feet Turf area: 3,886 square feet Hardscape area: 11,478 square feet TV -20 The Church St median from Milliken Ave to 675 feet east of Milliken Ave. Ground Cover area: 2,860 square feet Hardscape area: 2,112 square feet TV -21 The Church St median from Milliken Ave to Spruce Ave. Ground Cover area: 16,811 square feet Turf area: 335 square feet Hardscape area: 14,880 square feet TV -22 The Milliken Ave median from Mountain View Dr to Foothill Blvd. Ground Cover area: 16,436 square feet Hardscape area: 16,267 square feet TV -23 The Milliken Ave 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 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #04 Page 197 TV -24 The east side of Haven Ave from 145 feet south of Creekbridge St to 600 feet north of Creekbridge St; the north side of Creekbridge St from Brookside Rd to Haven Ave and the paseo from Creekbridge St and Brookside Rd 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 Ave form 145 feet south of Creekbridge St to 410 feet south of Creekbridge St. 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 Way south of Essex PI from Plymouth Way 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 Pkwy to Windsong PI and from Windsong PI to Plymouth Way. 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 Ave. 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 Pkwy, 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 Ave Median from Mountain View Dr to Base Line Rd. Ground Cover area: 11,890 square feet Hardscape area: 10,260 square feet TV -31 The paseo from Elm Ave to West Greenway Park. Ground Cover area: 4,770 square feet Hardscape area: 8,900 square feet Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #04 Page 198 TV -32 The Greenwich PI paseo from Greenwich PI to Muirfield Dr. Ground Cover area: 1,323 square feet Hardscape area: 1,456 square feet TV -33 The south side of Mountain View Dr from 430 feet west of Country View Dr to Country View Dr. 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 Pkwy from 390 feet west of Belpine PI to Belpine PI. 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 Pkwy to Spruce Ave. Ground Cover area: 9,285 square feet Hardscape area: 5,148 square feet TV -36 The east side of Country View Dr from Corsica Ct to Mountain View Dr. The south side of Mountain View Dr from Country View Dr to Milliken Ave. The west side of Milliken Ave 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 TV -37 The north side of Meyers Dr from Emery PI to Elm Ave. Ground Cover area: 5,860 square feet Turf area: 5,300 square feet Hardscape area: 1,283 square feet TV -38 The Church St median from Rochester Ave to Terra Vista Pkwy median from Church St to 853 feet north of Church St. Ground Cover area: 8,510 square feet Hardscape area: 5,640 square feet TV -39 The north side of Mountain View Dr form 250 feet east of Milliken Ave to Milliken Ave. The east side of Milliken Ave from Mountain View Dr to Terra Vista Pkwy. Ground Cover area: 16,751 square feet Hardscape area: 15,716 square feet Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #04 Page 199 TV -40 The south side of Terra Vista Pkwy from Milliken Ave to Mountain View Dr. Ground Cover area: 11,630 square feet Hardscape area: 19,738 square feet TV -41 The paseo east of Milliken Ave from Terra Vista Pkwy south to Mountain View Dr. Ground Cover area: 4,081 square feet Hardscape area: 9,640 square feet TV -42 The north side of Mountain View Dr from Terra Vista Pkwy to 250 feet east of Milliken Ave. Ground Cover area: 10,994 square feet Hardscape area: 14,777 square feet TV -43 Church St median and parkway from Malaga Dr to Terra Vista Pkwy. Ground Cover area: 7,506 square feet Hardscape area: 3,955 square feet TV -44 The south side of Church St from Terra Vista Pkwy to Rochester Ave. Ground Cover area: 10,400 square feet Hardscape area: 7,606 square feet TV -45 TV -46 The west side of Rochester Ave from Church St to Malaga Dr. Ground cover area: 20,693 square feet Hardscape area: 12,450 square feet The north side of Malaga Dr from Church St to Rochester Ave. Ground Cover area: 19,843 square feet Hardscape area: 18,000 square feet TV -47 The east side of Terra Vista Pkwy from Church St to Brandywine PI. The paseo from Brandywine PI to Bunker Hill Dr. The east side of Radcliff PI from Bunker Hill Dr to Malaga Dr. Ground Cover area: 17,838 square feet Hardscape area: 9,023 square feet TV -48 The Church St median from 750 feet east of Milliken Ave to Malaga Dr. Ground Cover area: 5,554 square feet Hardscape area: 9,698 square feet FH -1 The Foothill Blvd median from Spruce Ave to Haven Ave. Ground Cover area: 4,571 square feet This median contains 9,142 square feet of landscape with 4,571 square feet maintained by LMD 4-R with the remainder maintained by LMD 3B. Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #04 Page 200 FH -2 The Foothill Blvd median from Spruce Ave to Milliken Ave. Ground Cover area: 7,940 square feet This median contains 15,880 square feet of landscape with 7,940 square feet maintained by LIVID 4-R with the remainder maintained by LIVID 3B. FH -5 The Foothill Blvd median from 360 feet west of Masi Dr to 516 feet west of Masi Dr. Ground Cover area: 800 square feet This median contains 1,600 square feet of landscape with 800 square feet maintained by LIVID 4-R with the remainder maintained by LIVID 3B. FH -6 The Foothill Blvd median from Masi Dr Plaza to Rochester Ave. Ground Cover area: 800 square feet This median contains 1,600; square feet of landscape with 800 square feet maintained by LIVID 4-R with the remainder maintained by LIVID 3B. H-5 The Haven Ave median from Foothill Blvd to Church St. Ground Cover area: 11,502 square feet This median contains 23,004 square feet of landscape with 11,502 square feet maintained by LIVID 4-R with the remainder maintained by LIVID 3B. H-6 Haven Ave median from Church St to Base Line Rd. Ground Cover area: 9,615 square feet Converted 8,708 sq. ft. of turf to ground cover effective April 1, 2013. Area listed is the 50% maintained by the District. An equal amount is maintained by the City's General Fund. H-7 The Haven Ave median from Base Line Rd to Southern Pacific railroad tracks. Ground Cover area: 3,130 square feet Converted 3,992 sq. ft. of turf to ground cover effective April 1, 2013. Removed 3,692 sq. ft. of ground cover for turn pocket expansion. Area listed is the 50% maintained by the District. An equal amount is maintained by the City's General Fund. VG -14 The Base Line Rd median from Milliken Ave to Ellena East. Ground Cover area: 9,169 square feet This median contains 18,338 square feet of landscape with 9,169 square feet maintained by LIVID 4-R with the remainder maintained by LIVID 2. VG -15 The Base Line Rd Median from Rochester Ave to Ellena East. Ground Cover area: 3,960 square feet This median contains 7,920 square feet of landscape with 3,960 square feet maintained by LIVID 4-R with the remainder maintained by LIVID 2. Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #04 Page 201 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 2020/21 ATTACHMENT #04 Page 202 Ad aagsayDob VJ a Ln 10, N � • �s CN o I N �•� I N I jeo I N n COr• � M N N nd uan!J11 =�-0-1 �-W— • m � o • `O � N ■o 7 F I a , zu Landscape Maintenance District No. 4-R —City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #04 Page 203 i a � � v C � d J � O O � a� J m � o • `O � N ■o 7 F I a , zu Landscape Maintenance District No. 4-R —City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #04 Page 203 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Operations and Maintenance: Fiscal Year Operations and Maintenance: 2020/21 Budget Expenditures 99,750 Personnel Services: 6,000 Regular Salaries $ 683,180 Overtime Salaries 1,050 Part-time Salaries 26,140 Fringe Benefits 334,400 Subtotal - Personnel 1,044,770 Operations and Maintenance: Operations and Maintenance: O & M/General 99,750 Vehicle Operations and Maintenance 6,000 Cellular Technology 690 Emergency Equipment and Vehicle Rental 1,700 Emergency Operations & Maintenance 3,750 Subtotal - Operations and Maintenance 111,890 Contract Services: Contract Services/General 680,320 Tree Maintenance 74,970 Subtotal - Contract Services 755,290 Utilities: Water Utilities 371,420 Electric Utilities 27,160 Subtotal - Utilities 398,580 Assessment Administration 20,980 Adm in./General Overhead 255,460 Subtotal - Operations and Maintenance 1,542,200 Capital Expenditures: Captial Project 400,000 Total Expenditures Budget $ 2,986,970 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #04 Page 204 The maximum allowable assessment per Equivalent Benefit Unit (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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 6,501,713 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (73,900) Estimated Reserve Fund Balance, June 30, 2021 $ 6,427,813 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 16 Fiscal Year 2020/21 ATTACHMENT #04 Page 205 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 2,779,590 Anticipated Prior Year Delinquencies Collection 10,740 Subtotal - Taxes 2,790,330 Other Revenues: Interest Earnings 121,820 Park Maintenance Fees 770 Sports Field User Group Rentals 150 Subtotal - Other Revenues: 122,740 Total Revenues Budget $ 2,913,070 Contribution to/(Use of) Fund Balance $ (73,900) Total Gross Estimated Assessments $ 2,807,657.76 Total District EBU Count 7,069.46 Actual Assessment per EBU - Fiscal Year 2020/21 $ 397.15 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 471.84 The maximum allowable assessment per Equivalent Benefit Unit (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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 6,501,713 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (73,900) Estimated Reserve Fund Balance, June 30, 2021 $ 6,427,813 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 16 Fiscal Year 2020/21 ATTACHMENT #04 Page 205 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 17 Fiscal Year 2020/21 ATTACHMENT #04 Page 206 METHOD OF ASSESSMENT Overview 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]. Section 22547 of 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." 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. Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 18 Fiscal Year 2020/21 ATTACHMENT #04 Page 207 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. In addition to the special benefits received by parcels within the District, there are incidental general benefits that are conferred on parcels outside the boundaries of the District which include: • the control of dust and insect infestations, and • the visual enhancement of the area to persons or vehicles that may travel through the District. However, it has been determined that these benefits are incidental and do not provide a direct benefit to parcels outside of the District that are not being assessed. Any incidental benefit received by parcels outside of the District is further offset by the incidental benefit received by parcels within the District from the maintenance of landscaping improvements by the other assessment districts within the City. 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. Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 19 Fiscal Year 2020/21 ATTACHMENT #04 Page 208 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 is 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. When the District was formed, 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 EBU method of apportionment uses the single-family home as the basic unit of assessment since there is a total of 2,651 single family parcels within the District which represents 69.1 percent of the total assessable parcels within the District. A method has been developed to convert other land uses 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 residential parcel. Other residential land uses are assigned Equivalent Dwelling Units (EDU) in proportion to the number of trips generated and average number of occupants per dwelling unit in comparison to the typical single- family parcel. Based upon the trip generation data from the ITE Trip Generation Report, San Diego Association of Governments' Guide to Vehicular Traffic Generation Rates which have been adopted by San Bernardino County Transpiration Authority (formerly known as San Bernardino Associated Governments) and the most recent census data for the City of Rancho Cucamonga, condominiums are assigned 0.8 EDU's since the number of residents and number of trips generated per dwelling unit are 80 percent of the typical single family residence. Multi -family residential units are assigned 0.70 EDU's per dwelling unit since the number of residents and number of trips generated per multifamily residential unit are 70 percent of the typical single family residential unit. This reduction is further supported by virtue of the fact that both condominium developments and multi -family residential development have a higher level of landscaping that reduce the benefit received by these parcels from District maintained landscaping. EBU's are assigned to Commercial and Industrial parcels based upon the number of trips generated as well. The ITE Trip Generation Report shows that non-residential uses similar to those found in the District generate from 30 to 400 plus trips per day based upon the specific land use. An average trip generation rate of 135 trips per day was used since the non-residential uses within the district are generally those that result in fewer trips per day per acre, when compared Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 20 Fiscal Year 2020/21 ATTACHMENT #04 Page 209 to more intense non-residential uses such as community shopping centers which can generate in excess of 500 trips per day. Based upon an average density of approximately 9 single family residential units per acre and a trip generation rate of 10 trips per day for a typical single family residential unit, the trip generation rate for commercial and industrial parcels is approximately 1.5 times that of an acre developed for single family residential use based upon an average of 135 trips per acre for non-residential uses. The trips generated by non-residential uses has been reduced by approximately 40 percent to account for the number of "pass -by" trips which are those trips which stop at non-residential parcels enroute to/from residential parcels. This reduces the trips generated per acre from 135 to 81. Since non-residential parcels do not receive a significant special benefit from the park facilities maintained by the District, the number of trips generated per acre has been further reduced in proportion to the ratio of expenditures for landscape maintenance versus park maintenance within the District, which has been estimated by the City to be 60% parks and 40% landscaping. Therefore, commercial and industrial parcels have been assigned a value of 3.25 EBU's per acre to represent the special benefit received by those parcels relative to the typical single family residential parcel. 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. Publicly owned school parcels are also assigned an EBU value of 0.25 per acre in recognition of the limited benefit they receive from the improvements maintained by 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. 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 Parcel Condominium 0.80 Unit Multi -Family Residential 0.70 Unit Commercial/Industrial 3.25 Acre Vacant (incl. all undevelped property) 0.25 Acre Schools 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 Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 21 Fiscal Year 2020/21 ATTACHMENT #04 Page 210 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 2020/21 maximum allowable assessment rates for the District: Property Type (County Use Code) Maximum Allowable Assessment Rate per EBU Actual Asessment Rate per EBU Total Units/Acres Total EBUs Single Family Residential $471.84 $397.15 2,652.00 2,652.00 Condominium $471.84 397.15 1,441.00 1,152.80 Multi -Family Residential $471.84 397.15 3,809.00 2,666.30 Commercial/Industrial $471.84 397.15 176.40 573.30 Vacant (incl. all undevelped property) $471.84 397.15 64.85 16.21 Schools $471.84 397.15 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 Riverside — San Bernardino — Ontario Consumer Price Index 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 2020/21 will remain at $397.15 per single family residence. Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 22 Fiscal Year 2020/21 ATTACHMENT #04 Page 211 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the San Bernardino County Assessor Office, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 23 Fiscal Year 2020/21 ATTACHMENT #04 Page 212 .-. CPA r��' a £ Z v .2 0p U L = a = U J O p.�.�.�.�.� Q U 41 ■I.y C N= =a, I ;( M U ..a r CO Gl ::' Un O � 1 L Q V Ay ise3 v� L 41 L !AV epUeMg3 � Ay epuemU a U ; i IS NaaJD Ae(] J Ay Jalsay:)ob Ay Ja1Say:)o'd CI i Ay Ua�!II!W J"M...... i" Ay Ua ! ! �IIIW i i ■ Ay ua"eH Ay Ua"eH i i Ay esowJaH _ Ay esowJaH "d Plegl4:)Jb' : AV Pleq!4:)jM i Ay uewllaH '- Ay uewllaH ♦'♦,�� Ay PJ'OeMu'A 1$ a � ■ IS ue!laweD g r....�i ♦ =...1"i Ay aAOJ9 p b s a ♦• i.....� rn CO 0_1 3 0 $UO L, s° 00�F �..`• 0 p� OC C f�pp m U Q p evT C p eu m 06 _�n 3 � t Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 24 Fiscal Year 2020/21 ATTACHMENT #04 Page 213 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $397.15 2,652.00 2,652.00 $1,053,241.80 Condominium 397.15 1,441.00 1,152.80 457,834.52 Multi -Family Residential 397.15 3,809.00 2,666.30 1,058,940.09 Commercial/Industrial 397.15 176.40 573.30 227,686.54 Vacant (incl. all undevelped property) 397.15 64.85 16.21 6,438.96 Schools 397.15 35.41 8.85 3,515.85 Totals 8,178.66 7,069.46 $2,807,657.76 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Landscape Maintenance District No. 4-R — City of Rancho Cucamonga 25 Fiscal Year 2020/21 ATTACHMENT #04 Page 214 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Landscape Maintenance District No. 5 (Andover) Page 215 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 5 (ANDOVER) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 216 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 5 ESTIMATE OF COSTS 7 District Budget 7 Definitions of Budget Items 9 METHOD OF ASSESSMENT 10 Overview 10 General Benefit 11 Special Benefit 11 Method of Assessment Spread 12 ASSESSMENT DIAGRAM 13 ASSESSMENT ROLL AND ANNEXATIONS 15 Assessment Roll 15 Annexations 15 Page 217 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, 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 2020/21 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 of 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. Expenditures Personnel Services Operations and Maintenance Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU Landscape Maintenance District No. 5 — City of Rancho Cucamonga Fiscal Year 2020/21 Fiscal Year 2020/21 Budget $ 2,270 5,220 7,490 1 ATTACHMENT #05 Page 218 2,470 550 3,020 $ (4,470) 44.00 $ 56.65 $ 113.29 1 ATTACHMENT #05 Page 218 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 5 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #05 Page 219 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #05 Page 220 conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including the improvements, to the zones within the 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. 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 Ave on the west, 26th St on the south, the parcels north of and along Bedford Dr and the parcels west of and along Andover PI. 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 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #05 Page 221 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 PI playground on the southwest corner of Andover PI and Bedford Dr. Ground Cover area: Turf area: Hardscape area: 1,506 square feet 1,070 square feet 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 2020/21 ATTACHMENT #05 Page 222 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #05 Page 223 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Landscape Maintenance District No. 5 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #05 Page 224 Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 1,530 Fringe Benefits 740 Subtotal - Personnel 2,270 Operations and Maintenance: Operations and Maintenance: O & M/General 1,300 Vehicle Operations and Maintenance 70 Subtotal - Operations and Maintenance 1,370 Contract Services: Contract Services/General 1,640 Utilities: Water Utilities 650 Electric Utilities 490 Subtotal - Utilities 1,140 Assessment Administration 240 Admin./General Overhead 830 Subtotal - Operations and Maintenance 5,220 Total Expenditures Budget $ 7,490 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #05 Page 224 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 2,470 Other Revenues: Interest Earnings 550 Total Revenues Budget 3,020 Contribution to/(Use of) Fund Balance $ (4,470) Total Gross Estimated Assessments $ 2,492.60 Total District EBU Count 44.00 Actual Assessment per EBU - Fiscal Year 2020/21 $ 56.65 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 113.29 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 27,669 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (4,470) Estimated Reserve Fund Balance, June 30, 2021 $ 23,199 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #05 Page 225 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). Landscape Maintenance District No. 5 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #05 Page 226 METHOD OF ASSESSMENT Overview 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]. Section 22547 of 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". 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. Landscape Maintenance District No. 5 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #05 Page 227 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. In this District, the improvements being financed consists of the maintenance of local improvements located within the boundaries of the Andover Tot Lot at Andover and Bedford and include landscaping (includes ground cover only) 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 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 been 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. Landscape Maintenance District No. 5 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #05 Page 228 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 is 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. When the District was formed, 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. A single-family home equals one EBU. The following table provides the weighting factors applied 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 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. Landscape Maintenance District No. 5 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #05 Page 229 The following table summarizes the Fiscal Year 2020/21 maximum allowable assessment rates for the District: 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. The Fiscal Year 2020/21 actual assessment rate will remain at $56.65 per Single Family Residence. 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 San Bernardino County Assessor Office, 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 13 Fiscal Year 2020/21 ATTACHMENT #05 Page 230 Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Single Family Residential $113.29 $56.65 44.00 44.00 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. The Fiscal Year 2020/21 actual assessment rate will remain at $56.65 per Single Family Residence. 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 San Bernardino County Assessor Office, 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 13 Fiscal Year 2020/21 ATTACHMENT #05 Page 230 � � L C O > 0p O {Z.�1 M V C > Q U N 5� Ln O 0 § ny "94:) � L V J p !1m C C ; ED IQ l0 -M a,cr m J Lea p dl i C J 3 L T V i .; ^V ),se3 Ql a i O :ny epuemQ3 ny epueM43 U 1A i M C i J i 19 �aaJ� ea A Ja7ksay:oa ny Ja)say:)o'd `.. 1 it ny ua�l!II!W ■'x• ....... .1 ny UaN!II!W i i ny uaneH ny uaneH i i ny esowJaH : ny esowJaH ny Pleq!4:)Jd : ^d Pleq!4:)J'd i ny uew11aH '� ny uewllaH i ,•`� UO e Y ! � AV p,e�tau!A a b B 4 4S ue!laweD i ga gg 9ab �a f...�1! ♦ a�.e� nbanOJE) ••� % m p Vpf O Q It 6 y pp g i m LL 5 p nQL a > CYQ CO a£bbe� ty Landscape Maintenance District No. 5 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #05 Page 231 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessment for the District: A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Landscape Maintenance District No. 5 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #05 Page 232 Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $56.65 44.00 44.00 $2,492.60 Totals 44.001 44.00 $2,492.60 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Landscape Maintenance District No. 5 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #05 Page 232 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Landscape Maintenance District No. 6-R (Caryn Planned Community) Page 233 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 6-R (CARYN PLANNED COMMUNITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 234 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 9 ESTIMATE OF COSTS 11 District Budget 11 Definitions of Budget Items 13 METHOD OF ASSESSMENT 14 Overview 14 General Benefit 15 Special Benefit 15 Method of Assessment Spread 16 Cost of Living Inflator 17 ASSESSMENT DIAGRAM 18 ASSESSMENT ROLL AND ANNEXATIONS 20 Assessment Roll 20 Annexations 20 Page 235 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, 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 2020/21 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 of 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. Expenditures Personnel Services Operations and Maintenance Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Transfer In Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU Fiscal Year 2020/21 Budget $ 18,220 583,240 601,460 535,960 5,570 541,530 12,820 39,010 593,360 $ (8,100) Landscape Maintenance District No. 6-R — City of Rancho Cucamonga Fiscal Year 2020/21 1,197.93 451.92 451.92 1 ATTACHMENT #06 Page 236 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #06 Page 237 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #06 Page 238 conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including the improvements, to the zones within the 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. 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 210 Freeway, south of Banyan St, west of Rochester Ave and east of Milliken Ave, also known as the Caryn Planned Community. The boundaries also include Tract No. 13835 east of Rochester Ave and Tracts No. 13748, 13857 & 13858 west of Milliken Ave. Zone 1 is the area generally located west of Rochester Ave and east of Milliken Ave. Zone 2 is the area generally located east of Rochester Ave and west of Milliken Ave. 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 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #06 Page 239 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 Ave to Milliken Ave. The west side of Milliken Ave 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 from Morning PI to Deer Creek Channel. Ground Cover area: 2,801 square feet Turf area: 124 square feet Hardscape area: 4,609 square feet CC -4 The west side of Morning PI, from Banyan St to Starview PI. The north side of Starview PI, from Morning PI to Starview PI. Ground Cover area: 14,273 square feet Turf Cover area: 5,513 square feet Hardscape area: 5,000 square feet CC -5 Silver Sun Ln paseo from the end of Silver Sun Ln cul-de-sac to Deer Creek Channel. Ground Cover area: Turf area: Hardscape area: 25,890 square feet 12,084 square feet 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 Rainier Ct to Kettle Peak PI Ground Cover area: Turf area: Hardscape area: 14,930 square feet 6,318 square feet 12,236 square feet Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #06 Page 240 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 PI. The west side of Kettle Peak PI from Hillview Loop to Donner Pass Ct. The east side of Hillview Loop from Kettle Peak PI to Tioga Peak Ct. 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 PI. The west side of Terrace View Loop from Rainbow Falls Ct to 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 PI from Banyan St to Sierra Crest View Loop. The north side of Sierra Crest View Loop from Hilltop Ct to Woodland Ct. 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 Ct. 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 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #06 Page 241 CC -14 The east side of Sierra Crest View Loop from Mt Waverly Ct 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: Turf area: Hardscape area: 13,740 square feet 9,088 square feet 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 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #06 Page 242 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 Ave from Banyan St 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 Rainier 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 St from Milliken Ave to Butler Peak PI. The west side of Butler Peak PI from Banyan St to Terrace View Loop. The north side of Terrace View Loop from Butler Peak PI 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 Ave from 210 freeway to Vintage Dr. The north and south side of Vintage Dr from Rochester Ave to Thunder Mountain Ave. The west side of Rochester Ave from 317 feet south of Vintage Dr to the 210 freeway. Ground Cover area: 35,037 square feet Hardscape area: 19,779 square feet CC -27 The Milliken Ave median and the west side of Milliken Ave from 292 feet south of Vintage Dr to 210 freeway. Ground Cover area: 13,365 square feet Hardscape area: 12,300 square feet CC -28 The east side of Milliken Ave from Vintage Dr to the 210 freeway right-of-way. Ground Cover area: 17,724 square feet Cobble area: 2,387 square feet Hardscape area: 5,810 square feet Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #06 Page 243 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 2020/21 ATTACHMENT #06 Page 244 I N I U ry� I nd Ja),say:)Oli i ---- I FI nd Ua)1!II!W O Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #06 Page 245 L J O 00 _ w > (U 2) c�c L J N J • I i I I O Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #06 Page 245 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #06 Page 246 Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 12,310 Fringe Benefits 5,910 Subtotal - Personnel 18,220 Operations and Maintenance: Operations and Maintenance: O & M/General 11,900 Emergency Equipment and Vehicle Rental 200 Subtotal - Operations and Maintenance 12,100 Contract Services: Contract Services/General 325,980 Tree Maintenance 34,850 Subtotal - Contract Services 360,830 Utilities: Water Utilities 155,760 Electric Utilities 7,330 Subtotal - Utilities 163,090 Assessment Administration 6,680 Adm in./General Overhead 40,540 Subtotal - Operations and Maintenance 583,240 Total Expenditures Budget $ 601,460 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #06 Page 246 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 535,960 Anticipated Prior Year Delinquencies Collection 5,570 Subtotal - Taxes 541,530 Other Revenues: Interest Earnings 12,820 Transfer In: Transfer In - General Fund 39,010 Total Revenues Budget $ 593,360 Contribution to/(Use of) Fund Balance $ (8,100) Total Gross Estimated Assessments $ 541,367.39 Total District EBU Count 1,197.93 Actual Assessment per EBU - Fiscal Year 2020/21 $ 451.92 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 451.92 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved when the property owners on September 1, 2010, voted in favor of a Proposition 218 assessment ballot increase with an allowable annual increase 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) 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 593,009 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (8,100) Estimated Reserve Fund Balance, June 30, 2021 $ 584,909 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #06 Page 247 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #06 Page 248 METHOD OF ASSESSMENT Overview 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]. Section 22547 of 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". 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. Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #06 Page 249 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. In this 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 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 been 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 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #06 Page 250 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 is 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. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The EBU method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one 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. Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 16 Fiscal Year 2020/21 ATTACHMENT #06 Page 251 Land -Use Equivalent Dwelling Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential - Zone 1 1.00 Parcel Single Family Residential - Zone 2 0.75 Parcel School 0.25 Acre Undeveloped 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 summarizes the Fiscal Year 2020/21 maximum allowable assessment rates for the District: Property Type (County Use Code) Maximum Allowable Assessment Rate per EBU Actual Asessment Rate per EBU Total Units/Acres Total EBUs Single Family Residential - Zone 1 $451.92 $451.92 964.00 964.00 Single Family Residential - Zone 2 $451.92 $451.92 310.00 232.50 School $451.92 $451.92 5.35 1.34 Undeveloped $451.92 $451.92 0.36 0.09 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 2011/12, 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 Riverside — San Bernardino — Ontario Consumer Price Index 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 Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 17 Fiscal Year 2020/21 ATTACHMENT #06 Page 252 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 2020/21 will increase from $438.75 to $451.92 per single-family residence zone 1 and from $329.06 to $338.94 per single family residence zone 2, a CPI increase of 3.0% as compared to Fiscal Year 2019/20. 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 San Bernardino County Assessor Office, 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-R — City of Rancho Cucamonga 18 Fiscal Year 2020/21 ATTACHMENT #06 Page 253 M O� .•. m 0 Ay pleq!q:)jV MZ u E a 45 V 0 0 i M u = Ay uewllaH i iJ = L 1 V � V ■ a my epuem43 a ■ U ; ( i i is �aaj: ea i ;1MvM1w1M1 M1 Mimi m In J Ay aa)say:)ob Ay ua�!II!W i". ......... i 7■ i ■ ■ i Ay uaneH - Ay esowJaH At j � m � J OfI 0 O O LI Q m Ay pleq!q:)jV i a i Ay uewllaH i 1 ■ 1 ■ ;S uellaweD ; i Ln C 2 m og Zf Qa V V At j � m � J OfI 0 O O LI Q m E C •� N NO O = U , N N G1! ■O ■ 0 0 � Ay ise3 v� i Ay epuenng3 Ay Ja)say:)o'{ Ay uaj! I I! W Ay uaneH Ay esowjaH AV pleq!4:)jV tom , Ay uewllaH sip AVPjeA9u1A ; b p i����� It $0 N At/ aAOJE) a E p l i p CO !U Y ppbbyye yyd �yy Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 19 Fiscal Year 2020/21 ATTACHMENT #06 Page 254 m o a m E C •� N NO O = U , N N G1! ■O ■ 0 0 � Ay ise3 v� i Ay epuenng3 Ay Ja)say:)o'{ Ay uaj! I I! W Ay uaneH Ay esowjaH AV pleq!4:)jV tom , Ay uewllaH sip AVPjeA9u1A ; b p i����� It $0 N At/ aAOJE) a E p l i p CO !U Y ppbbyye yyd �yy Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 19 Fiscal Year 2020/21 ATTACHMENT #06 Page 254 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential - Zone 1 $451.92 964.00 964.00 $435,650.88 Single Family Residential - Zone 2 $451.92 310.00 232.50 $105,071.40 School $451.92 5.35 1.34 $604.44 Undeveloped $451.92 0.36 0.09 $40.67 Totals 1 1,279.71 11197.93 $541,367.39 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Landscape Maintenance District No. 6-R — City of Rancho Cucamonga 20 Fiscal Year 2020/21 ATTACHMENT #06 Page 255 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Landscape Maintenance District No. 7 (North Etiwanda) Page 256 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 7 (NORTH ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 257 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 11 ESTIMATE OF COSTS 13 District Budget 13 Definitions of Budget Items 15 METHOD OF ASSESSMENT 16 Overview 16 General Benefit 17 Special Benefit 17 Method of Assessment Spread 18 ASSESSMENT DIAGRAM 19 ASSESSMENT ROLL AND ANNEXATIONS 21 Assessment Roll 21 Annexations 21 Page 258 ENGINEER'S LETTER WHEREAS, on June 17, 2020 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, 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 2020/21 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 of 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. Fiscal Year 2020/21 Budget Expenditures Personnel Services $ 208,880 Operations and Maintenance 969,490 Total Expenditures Budget 1,178,370 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU 937,780 12,940 950,720 76,790 1,027,510 $ (150,860) 3,085.00 $ 307.05 $ 307.05 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #07 Page 259 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 7 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #07 Page 260 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City Clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public Landscape Maintenance District No. 7 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #07 Page 261 hearing, file a 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 the improvements, to the zones within the 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. 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 and east. 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 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 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #07 Page 262 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 Ave from San Sevaine Rd to Ridgeline PI. The east side of Ridgeline PI from Wilson Ave 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 Way to Ridgeline PI. Ground Cover area: 38,104 square feet Turf area: 41,250 square feet Hardscape area: 9,000 square feet EN -3 The Wilson Ave median from Wardman Bullock Rd to San Sevaine Rd. 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 Ave and Arapaho Rd from Etiwanda Ave east to the end. Ground Cover area: 63,972 square feet EN -5 The south side of Wilson Ave from 1,115 feet west of San Sevaine Rd to 205 feet east of San Sevaine Rd. The east side of San Sevaine Rd from Wilson Ave to Young's Canyon Rd. Ground Cover area: 45,584 square feet Turf area: 3,527 square feet EN -6 The north side of Wilson Ave from Wardman Bullock Rd to Ridgeline PI. The west side of Ridgeline PI from Wilson Ave 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 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #07 Page 263 EN -7 The parkway on the eastside of Wardman Bullock Rd from Wilson Ave to 857 feet north of Glendora Dr. The cobblestone between the tract wall and the flood wall will be handled 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 PI. Ground Cover area: 50,305 square feet Turf area: 35,960 square feet Hardscape area: 10,000 square feet EN -9 The paseo from Meadowbrook Ct to Rock Creek Rd. 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 Ave to Pacific Crest PI. The west side of Etiwanda Ave from 175 feet north of N Rim Way to 171 feet south of Golden Prairie Dr. Ground Cover area: 49,020 square feet Turf area: 4,445 square feet Hardscape area: 13,026 square feet EN -11 The paseo south of Ridgecrest Dr to southern boundary of Tract 14139. This site is temporarily maintained by another contractor and was deleted from the contract as of July 16, 2001; 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 Dr 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 Ave from 574 feet west of Cherry Ave to the channel east of San Sevaine Rd. The Wilson Ave median from Cherry Ave to San Sevaine Rd. The east side of San Sevaine Rd from Wilson Ave to 136 feet north of Crescenta Way. Ground Cover area: 46,611 square feet Turf area: 5,037 square feet Landscape Maintenance District No. 7 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #07 Page 264 EN -14 The west side of San Sevaine Rd from 150 feet north of Wilson Ave 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 Young's Canyon Rd from 500 feet east of Koch PI to 692 feet west of Koch PI. The south side of Young's Canyon Rd from 349 feet east of Koch PI to 692 feet west of Koch PI. The east and west side of Koch PI place from Young's Canyon Rd to 132 feet north of Young's Canyon Rd. The west side of Koch PI from Young's Canyon Rd to 132 feet south of Young's Canyon Rd. The east side of Koch PI from 82 feet south of Young's Canyon Rd to Young's Canyon Rd. The trailhead north east of the east end of Young's Canyon Rd to the south end of San Sevaine Rd Horse Trail. The south end of San Sevaine Rd 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 Rd from 225 feet south of San Segundo Dr 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 Rd from San Sevaine Rd Channel to Guidera Dr. The south side of Colonbero Rd from San Sevaine Rd Channel to 400 feet north of Guidera Dr. The north side of Aggazzotti Rd from Colonbero Rd to 475 feet east of Colonbero Rd. 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 EN -18 The north side of Aggazzotti Rd from San Antonio Dr to San Sevaine Rd. The west side of San Sevaine Rd from Aggazzotti Rd to 702 feet south of Aggazzotti Rd. The east side of San Sevaine Rd from 702 feet south of Aggazzotti Rd to Regina Dr. Ground Cover area: 47,823 square feet Hardscape area: 30,986 square feet EN -19 The south side of Wilson Ave from Etiwanda Ave to Estates Way. Ground Cover area: 45,727 square feet Hardscape area: 19,229 square feet Landscape Maintenance District No. 7 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #07 Page 265 EN -20 The south side of Wilson Ave form Bluegrass Ave to Estates Way. Ground Cover area: 85,155 square feet Hardscape area: 48,784 square feet EN -21 The north side of Wilson Ave from Etiwanda Ave to Cervantes PI. The Wilson Ave median from Etiwanda Ave to Cervantes PI. The westside of Etiwanda Ave from Wilson Ave to Del Norte PI. Ground Cover area: 88,795 square feet Hardscape area: 27,128 square feet EN -22 The north and south side of Vintage Dr from 165 feet east of Countrywood PI to 338 feet west of Countrywood PI. Ground Cover area: 13,603 square feet Hardscape area: 7,365 square feet EN -23 The north side of Wilson Ave and median from Etiwanda Ave west to Etiwanda Ave. The east side of Etiwanda Ave from Wilson Ave to 1150 feet north of Wilson Ave. Ground Cover area: 32,027 square feet Hardscape area: 29,567 square feet EN -24 The north side of Vintage Dr from 360 feet west of Ascot PI to 230 feet east of Countrywood PI. The south side of Vintage Dr from Ascot PI to 500 feet east of Countrywood PI. Ground Cover area: 34,707 square feet Hardscape area: 92,600 square feet EN -25 The east side of Bluegrass Ave from Banyan St to 610 feet north of Banyan St. Ground Cover area: 4,054 square feet Hardscape area: 5,819 square feet EN -26 The south side of Banyan St from Bluegrass Ave to Greenwood PI. Ground Cover area: 6,240 square feet Hardscape area: 3,200 square feet EN -27 The south side of Banyan St from Laurel Blossom PI to Etiwanda Ave. Ground Cover area: 1,703 square feet Hardscape area: 8,417 square feet Landscape Maintenance District No. 7 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #07 Page 266 EN -28 The north side of Wilson Ave from Cervantes PI to 1715 feet west of Cervantes PI. The west side of Cervantes PI from Carmel Knolls Dr to Wilson Ave. The paseo from Wilson Ave to Tejas Ct. The median on Wilson Ave from Cervantes PI to Bluegrass Ave. The following temporary landscape: There is one planter on the west side of Altura Dr at Tejas Ct. There are five planters on the south side of Tejas Ct from Altura Dr to 195 feet east of Altura Dr. Ground Cover area: 25,048 square feet Hardscape area: 22,532 square feet EN -29 The south side of Banyan St from 787 feet west of East Ave to East Ave. The west side of East Ave from Banyan St to 600 feet south of Blue Gum. The east side of East Ave from Banyan St to 537 feet south of Banyan St. 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 Dr to 418 feet north of Churchill Dr. Ground Cover area: 9,303 square feet Hardscape area: 5,302 square feet EN -31 The south side of Banyan St from 375 feet south of Cashew Way to Rose Way. The north side of Banyan St 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 Young's Canyon Rd from 600 feet east of Banyan St to Banyan St. The east side of Wardman Bullock Rd from Banyan St to Wilson Ave. The south side of Wilson Ave from Wardman Bullock Rd to 635 feet east of Fields PI. 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 St. Parkview Way from Wardman Bullock Rd to Soledad Way. Ground Cover area: 67,021 square feet Hardscape area: 34,045 square feet EN -35 The north side of Day Creek Blvd from Etiwanda Ave to Indian Wells PI Ground Cover area: 160,737 square feet Hardscape area: 128,254 square feet Landscape Maintenance District No. 7 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #07 Page 267 EN -36 The south side of Day Creek Blvd from 380 feet north of Coyote Dr to Etiwanda Ave. The west side of Etiwanda Ave from Day Creek Blvd to 170 feet north of N Rim Way. The west side of Day Creek Blvd from 380 feet north of Coyote Dr to Indian Wells PI. 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 St from Golden Lock PI to Raindrop PI Ground Cover area 6,024 square feet Hardscape area: 330 square feet EN -40 The west side of Wardman Bullock Rd from Colonbero Rd to Breeders Cup Dr. The east side of Wardman Bullock Rd from Colonbero Rd to 385 feet south of Colonbero Rd. Ground Cover area: 28,527 square feet Hardscape area: 21,723 square feet EN -41 The north side of Colonbero Rd from Wardman Bullock Rd to Ambleside PI. The south side of Colonbero Rd from 150 feet east of Wardman Bullock Rd to Ambleside PI. The east side of Ambleside PI from Colonbero Rd to 700 feet north of Colonbero Rd. Ground Cover area: 17,065 square feet Hardscape area: 12,990 square feet EN -42 The west side of Wardman Bullock Rd from 778 feet north of Coral Sky Dr to Wilson Ave. The north side of Wilson Ave from Wardman Bullock Rd to 218 feet west of Compass PI. The east and west sides of Compass PI. from Wilson Ave to the entrance monuments. Ground Cover area: 31,809 square feet Hardscape area: 34,321 square feet Landscape Maintenance District No. 7 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #07 Page 268 Parks, ground cover, shrubs and turf areas that make up parkways, median islands and paseos are maintenance under contract by a private landscape maintenance company. 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 11 Fiscal Year 2020/21 ATTACHMENT #07 Page 269 M N E aNi M O Z " VJ2 I= ED r E V O c r1 01gy ~ V • I I IN U C C J U � C � 4l � O+'------Z--------�Z _ .� i z �� z Z W w V 1 / : W w z N C W w M 'V \N U a �� A • _ z j W\ 2`` M ZW JW �- w �� �� \� W _\ N r Z W I O II i j M i I w O i I Q ti N Z T �® O 0 w N CO_ W `_ • w— -- ;spa 3 o I o m z Z N C-4 W LU oil W z w i nd epuemilg to LU w In 1 0- N LEI LO W `w ,W IN // Y b 00 Z LU LUZ N W � - II i Landscape Maintenance District No. 7 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #07 Page 270 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Operations and Maintenance: Fiscal Year Operations and Maintenance: 2020/21 Budget Expenditures 39,800 Personnel Services: 1,500 Regular Salaries $ 135,720 Part-time Salaries 6,420 Fringe Benefits 66,740 Subtotal - Personnel 208,880 Operations and Maintenance: Operations and Maintenance: O & M/General 39,800 O & M/Facilities 1,500 Emergency Equipment and Vehicle Rental 3,200 Subtotal - Operations and Maintenance 44,500 Contract Services: Contract Services/General 479,830 Contract Services/Facilities 2,750 Tree Maintenance 25,090 Subtotal - Contract Services 507,670 Utilities: Water Utilities 272,800 Electric Utilities 23,280 Subtotal - Utilities 296,080 Assessment Administration 16,130 Admin./General Overhead 104,430 Other Expenses 680 Subtotal - Operations and Maintenance 969,490 Total Expenditures Budget $ 1,178,370 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #07 Page 271 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 1,247,916 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (150,860) Estimated Reserve Fund Balance, June 30, 2021 $ 1,097,056 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #07 Page 272 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 937,780 Anticipated Prior Year Delinquencies Collection 12,940 Subtotal - Taxes 950,720 Other Revenues: Interest Earnings 23,360 Other Rental/Lease Income 48,630 Park Maintenance Fees 1,500 Lights on Site 3,300 Subtotal - Other Revenues: 76,790 Total Revenues Budget $ 1,027,510 Contribution to/(Use of) Fund Balance $ (150,860) Total Gross Estimated Assessments $ 947,249.25 Total District EBU Count 3,085.00 Actual Assessment per EBU - Fiscal Year 2020/21 $ 307.05 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 307.05 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 1,247,916 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (150,860) Estimated Reserve Fund Balance, June 30, 2021 $ 1,097,056 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #07 Page 272 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Landscape Maintenance District No. 7 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #07 Page 273 Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). METHOD OF ASSESSMENT Overview 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]. Section 22547 of 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". 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. Landscape Maintenance District No. 7 — City of Rancho Cucamonga 16 Fiscal Year 2020/21 ATTACHMENT #07 Page 274 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. In this 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 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 been 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 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 17 Fiscal Year 2020/21 ATTACHMENT #07 Page 275 • 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 is 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. When the District was formed, 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 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 EBU method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one EBU. The following table provides the weighting factors 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 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 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 18 Fiscal Year 2020/21 ATTACHMENT #07 Page 276 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 2020/21 maximum allowable assessment rates for the District: 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. 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 San Bernardino County Assessor Office, 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 19 Fiscal Year 2020/21 ATTACHMENT #07 Page 277 Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Single Family Residential $307.05 $307.05 3,085.00 3,085.00 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. 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 San Bernardino County Assessor Office, 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 19 Fiscal Year 2020/21 ATTACHMENT #07 Page 277 M n � -v O Z U U 3 ' +� > Q u +.+ LV .�^ s c O o t u u O w O O = i i V � ' O a ' ' AV epueMI13 u = i J IS ADWD e� memento 1. ui.101.11111` Ay JWSay:)Ob ny ua)l!II!W +"■......... ny uaneH i Ay esowJaH Ay pleq!4DJd Ay uewllaH i i IS uellaweD j r..l-li I e.; .. Ay 4 0 = u o J _ oCJ I. J O P ,° ------------ .....; Ay Ise3 v� ny epuemg3 Ay Ja)say:)O'd Ay u91!11!W Ay uaneH Ay esowJaH Ay pleq!q:)jV Ay uewllaH Ln ny pJe�tau!A ; .i p a Ay aAOJE) a F p oCO +�'� LL Q�9 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 20 Fiscal Year 2020/21 ATTACHMENT #07 Page 278 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Landscape Maintenance District No. 7 — City of Rancho Cucamonga 21 Fiscal Year 2020/21 ATTACHMENT #07 Page 279 Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $307.05 3,085.00 3,085.00 $947,249.25 Totals 3,085.00 3,085.00 $947,249.25 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Landscape Maintenance District No. 7 — City of Rancho Cucamonga 21 Fiscal Year 2020/21 ATTACHMENT #07 Page 279 Preliminary Annual Engineering Report Fiscal Year 2020/21 City of Rancho Cucamonga Landscape Maintenance District No. 8 (South Etiwanda) Page 280 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 8 (SOUTH ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.774.2700 Fax: 909.774.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 281 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 5 ESTIMATE OF COSTS 7 District Budget 7 Definitions of Budget Items 9 METHOD OF ASSESSMENT 10 Overview 10 General Benefit 11 Special Benefit 11 Method of Assessment Spread 12 ASSESSMENT DIAGRAM 13 ASSESSMENT ROLL AND ANNEXATIONS 15 Assessment Roll 15 Annexations 15 Page 282 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, 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 2020/21 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 of 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. Expenditures Personnel Services Operations and Maintenance Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU Landscape Maintenance District No. 8 — City of Rancho Cucamonga Fiscal Year 2020/21 Fiscal Year 2020/21 Budget $ 5,260 34,620 39,880 33,920 330 34,250 1,450 35,700 $ (4,180) 226.22 $ 151.45 $ 151.45 1 ATTACHMENT #08 Page 283 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 8 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #08 Page 284 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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 Landscape Maintenance District No. 8 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #08 Page 285 conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including the improvements, to the zones within the 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. 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 Dr, east of East Ave, including the south side of Highstone Manor Ct, the south side of Smokestone St, 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 Landscape Maintenance District No. 8 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #08 Page 286 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 PI 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 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 SE -4 The east of side of East Ave from 700 feet south of Fisher Dr to Fisher Dr. The south side of Fisher Dr from East Ave to 358 feet east of East Ave. Ground Cover area: 5,174 square feet Hardscape area: 10,694 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 Dr 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 5 Fiscal Year 2020/21 ATTACHMENT #08 Page 287 M 00 (; of O = G t= O Z (n E C f0 U O U O s � � u u 4- 0 = U � O a U J Landscape Maintenance District No. 8 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #08 Page 288 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 3,550 Fringe Benefits 1,710 Subtotal - Personnel 5,260 Operations and Maintenance: Operations and Maintenance: O & M/General 2,250 Contract Services: Contract Services/General 11,370 Tree Maintenance 3,720 Subtotal - Contract Services 15,090 Utilities: Water Utilities 5,780 Electric Utilities 1,160 Subtotal - Utilities 6,940 Assessment Administration 1,060 Admin./General Overhead 9,280 Subtotal - Operations and Maintenance 34,620 Total Expenditures Budget $ 39,880 Landscape Maintenance District No. 8 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #08 Page 289 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 33,920 Anticipated Prior Year Delinquencies Collection 330 Subtotal - Taxes 34,250 Other Revenues: Interest Earnings 1,450 Total Revenues Budget 35,700 Contribution to/(Use of) Fund Balance $ (4,180) Total Gross Estimated Assessments $ 34,261.02 Total District EBU Count 226.22 Actual Assessment per EBU - Fiscal Year 2019/20 $ 151.45 Maximum Allowable Assement per EBU - Fiscal Year 2019/20 $ 151.45 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved when the District was formed, 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 77,905 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (4,180) Estimated Reserve Fund Balance, June 30, 2021 $ 73,725 Landscape Maintenance District No. 8 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #08 Page 290 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). Landscape Maintenance District No. 8 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #08 Page 291 METHOD OF ASSESSMENT Overview 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]. Section 22547 of 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". 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. Landscape Maintenance District No. 8 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #08 Page 292 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. In this 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 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 been 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. Landscape Maintenance District No. 8 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #08 Page 293 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 is 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. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The EBU method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one 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 Parcel 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. Landscape Maintenance District No. 8 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #08 Page 294 The following table summarizes the Fiscal Year 2020/21 maximum allowable assessment rates for the District: Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Single Family Residential $151.45 $151.45 199.00 199.00 Non -Residential 151.45 151.45 13.61 27.22 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. 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 San Bernardino County Assessor Office, 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 13 Fiscal Year 2020/21 ATTACHMENT #08 Page 295 M ()0 � Cn 0Z� U 3 '4j , Q u 4-1 W O U O .. M u M a = a 4— N O = i i 4j • � i V � C1 � a my epuenmg3 u = i 19 MaaaD ea ny aalsa430b ny ua1!II!W +............ i G i ny uaneH - ny esowJaH ny pleq!4»t/ i ny uewllaH i i_ i IS ue!laweD ; ii.; 0� Q C " N N E CO J ny ADay:) = u 20: o N m } LO � o AV :p e3 �n i ny epuemQ3 ny Ja)sag3Ob ny ua�!11!W ny uaneH ny esowaaH AV pleq!4:)rd ny uewllaH ny pjeAau!q a e €p yA b fit IW ` ,1 EL �,��� by eget Ln a) m UO _ RR gg ,� 0) 00 €� ev ,� Q ev '^ v E d e E bb8 CV ��bL Landscape Maintenance District No. 8 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #08 Page 296 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $151.45 199.00 199.00 $30,138.55 Non -Residential 151.451 13.61 27.221 4,122.47 Totals 1 212.61 226.22 $34,261.02 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Landscape Maintenance District No. 8 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #08 Page 297 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Landscape Maintenance District No. 9 (Lower Etiwanda) Page 298 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 9 (LOWER ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 299 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 7 ESTIMATE OF COSTS 9 District Budget 9 Definitions of Budget Items 11 METHOD OF ASSESSMENT 12 Overview 12 General Benefit 13 Special Benefit 13 Method of Assessment Spread 14 Cost of Living Inflator 15 ASSESSMENT DIAGRAM 16 ASSESSMENT ROLL AND ANNEXATIONS 18 Assessment Roll 18 Annexations 18 Page 300 ENGINEER'S LETTER WHEREAS, on June 17, 2020 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, 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 2020/21 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 of 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. Expenditures Personnel Services Operations and Maintenance Capital Expenditures Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU Landscape Maintenance District No. 9 — City of Rancho Cucamonga Fiscal Year 2020/21 Fiscal Year 2020/21 Budget $ 330,980 453,470 40,000 824,450 939,690 1,180 940,870 23,690 964,560 $ 140,110 2,173.56 $ 436.69 $ 622.51 1 ATTACHMENT #09 Page 301 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 9 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #09 Page 302 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City Clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public Landscape Maintenance District No. 9 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #09 Page 303 hearing, file a 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 the improvements, to the zones within the 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. 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 St, north of Foothill Blvd, generally east of Etiwanda Ave and the 1-15 Freeway and west of East Ave. 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, Landscape Maintenance District No. 9 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #09 Page 304 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 Dr to 290 feet south of Chateau Dr. 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 Dr to 157 north of Brookfield Dr. Brookfield Dr from East Ave to Oakcrest Ct. The east side of Oakcrest Ct to 137 feet north of Brookfield Dr. Ground Cover area: 2,390 square feet Hardscape area: 6,874 square feet 9-3 The west side of East Ave from 790 feet north of Highfield Dr to 256 feet south of Highfield Dr. 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 Dr To Via Veneto Dr. The north side of Via Veneto Dr From East Ave to Dolcetto PI. The east side of Dolcetto PI from Via Veneto Dr to Miller Ave. The south side of Miller Ave from 372 feet west of Dolcetto PI to 240 feet east of Dolcetto PI. The west side of Dolcetto PI from Miller Ave to Garcia Dr. The north side of Garcia Dr from Dolcetto PI to Etiwanda Ave. Ground Cover area: 48,612 square feet Hardscape area: 28,746 square feet 9-5 The north side of Miller Ave from 429 feet west of Dolcetto PI to 1029 feet west of Dolcetto PI. Ground Cover area: 6,519 square feet Hardscape area: 3,325 square feet Landscape Maintenance District No. 9 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #09 Page 305 9-6 The north side of Miller Ave from 254 feet east of Dolcetto PI to 167 feet west of Dolcetto PI. Ground Cover area: 4,089 square feet Hardscape area: 2,854 square feet 9-8 The south side of Base Line Rd from Etiwanda Ave to Shelby PI. The Base Line Rd median from Etiwanda Ave to 473 feet east of Shelby PI. Ground Cover area: 16,395 square feet Hardscape area: 14,558 square feet 9-9 The north side of Candlewood St from Exbury PI to Etiwanda Ave. Ground Cover area: 3,362 square feet Hardscape area: 786 square feet 9-10 The north side of Base Line Rd from 522 feet east of Forester PI to 180 feet west of Forester PI. The Base Line Rd median from 503 feet east of Forester PI to 200 feet west of Forester PI. 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 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 Ave to Miller Ave. The north side of Miller Ave 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 Rd from Shelby PI to 343 feet east of Shelby PI. Ground Cover area: 3,480 square feet Hardscape area: 4,638 square feet Landscape Maintenance District No. 9 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #09 Page 306 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 Ave. The west side of East Ave from Via Veneto Dr to 276 feet south of Via Veneto Dr. Ground Cover area: 16,310 square feet Hardscape area: 13,411 square feet 9-17 The east side of Etiwanda Ave from 145 feet south of Miller Ave to Miller Ave. The south side of Miller Ave from Etiwanda Ave to Three Vines PI. Ground Cover area: 7,535 square feet Hardscape area: 6,130 square feet FH -17 The Foothill Blvd median from Etiwanda Ave to Cornwell Ct. 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 2020/21 ATTACHMENT #09 Page 307 M � o O Z (A Q E4d Co) N 10 O = c u ;` a- (D 4 U O _ _ C o O G 'L •• °; m ca o i • p p 0 u u •, LO M M r �v W U 04 CI IA LL en �. CO O �a 1 ■ 1 CO Ad epue=43 i I 18 Aea ' 'r q b�iB u At Q a �SYa p L app$5 m li Must p8 Vo0� iB pi b� 3 ztz Zs bb Q Landscape Maintenance District No. 9 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #09 Page 308 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Expenditures Personnel Services: Regular Salaries Part-time Salaries Fringe Benefits Subtotal - Personnel Operations and Maintenance: Operations and Maintenance: O & M/General Cellular Technology Emergency Equipment and Vehicle Rental Subtotal - Operations and Maintenance Contract Services: Contract Services/General Tree Maintenance Subtotal - Contract Services Utilities: Water Utilities Electric Utilities Subtotal - Utilities Assessment Administration Adm in./General Overhead Subtotal - Operations and Maintenance Capital Expenditures: Captial Project Total Expenditures Budget Fiscal Year 2020/21 Budget $ 213,970 11,470 105,540 330,980 30,510 690 1,200 32,400 249,870 33,930 283,800 62,780 7,680 70,460 7,700 59,110 453,470 40,000 $ 824,450 Landscape Maintenance District No. 9 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #09 Page 309 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 939,690 Anticipated Prior Year Delinquencies Collection 1,180 Subtotal - Taxes 940,870 Other Revenues: Interest Earnings Park Maintenance Fees Sports Field User Group Rentals Subtotal - Other Revenues: 20,640 2,900 150 23,690 Total Revenues Budget 964,560 Contribution to/(Use of) Fund Balance $ 140,110 Total Gross Estimated Assessments $ 949,171.92 Total District EBU Count 2,173.56 Actual Assessment per EBU - Fiscal Year 2020/21 $ 436.69 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 622.51 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 Equivalent Benefit Unit (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 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 Reserve Fund Balance, June 30, 2020 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 Estimated Reserve Fund Balance, June 30, 2021 Operating Reserve $ 1,311,380 140,110 $ 1,451,490 Landscape Maintenance District No. 9 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #09 Page 310 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: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Landscape Maintenance District No. 9 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #09 Page 311 Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). METHOD OF ASSESSMENT Overview 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]. Section 22547 of 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". 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. Landscape Maintenance District No. 9 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #09 Page 312 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. In this 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 been 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 Landscape Maintenance District No. 9 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #09 Page 313 • 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 is 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. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The EBU method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one 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 Parcel Multi -Family Residential 1.00 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. Landscape Maintenance District No. 9 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #09 Page 314 The following summarizes the Fiscal Year 2020/21 maximum allowable assessment rates for the District: 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 2001/02, the maximum allowable assessment may be increased each year, based upon the Consumer Price Index ("CPI"), All Urban Consumers (CPI -U), for the Riverside — San Bernardino — Ontario Consumer Price Index 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 2020/21 actual assessment rate will increase from $311.92 to $436.69 per single-family residence, the rate was increased due to the district's shrinking fund balance. The goal of the City is to ensure that the district has a reserve fund balance equal to one year's district expenditures. 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. 9 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #09 Page 315 Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Single Family Residential $622.51 $436.69 1,080.00 1,080.00 Multi -Family Residential $622.51 436.69 1,057.00 1,057.00 Non -Residential $622.51 436.69 18.28 36.56 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 2001/02, the maximum allowable assessment may be increased each year, based upon the Consumer Price Index ("CPI"), All Urban Consumers (CPI -U), for the Riverside — San Bernardino — Ontario Consumer Price Index 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 2020/21 actual assessment rate will increase from $311.92 to $436.69 per single-family residence, the rate was increased due to the district's shrinking fund balance. The goal of the City is to ensure that the district has a reserve fund balance equal to one year's district expenditures. The City will continue to annually review the estimated costs and expenses for the District as well as reserve fund levels, in order to determine if future levies can be reduced as well. Landscape Maintenance District No. 9 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #09 Page 315 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the San Bernardino County Assessor Office, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Landscape Maintenance District No. 9 — City of Rancho Cucamonga 16 Fiscal Year 2020/21 ATTACHMENT #09 Page 316 M 0 49 O 0 _ J Ol �+ W V L 9 = U O 41 § 0LQ G1 J 1.4 DC = ■ O ■ L Q 4_'[ ••_ nb' lse3 v� , N Q. O my epuenng3 u = i J ! IS laaj:) ea Ay aa�say:)Ob Ay Ual!II!W +.'.......... ■ Ay UaneH i i i ny esowJaH _ ny Pleq!4»b i nb Uew a II H i i 1 ■ ;S Uellawe:) i i i 61.a il... .16'.'.l.-, ■o AV ny epueMR3 Ay Ja;say:)Oa Ay Uaj!II!W Ay UaneH Ay esowiaH Ay pleq!q:)jV Ay uewllaH Un Af/pie WA y�bbp�@����$ ab oY�bBb AV aAOJE) 0 o 8 �E Landscape Maintenance District No. 9 — City of Rancho Cucamonga 17 Fiscal Year 2020/21 ATTACHMENT #09 Page 317 49 J Ol = U o 0LQ G1 J 1.4 O L Q r nb' lse3 v� ny epueMR3 Ay Ja;say:)Oa Ay Uaj!II!W Ay UaneH Ay esowiaH Ay pleq!q:)jV Ay uewllaH Un Af/pie WA y�bbp�@����$ ab oY�bBb AV aAOJE) 0 o 8 �E Landscape Maintenance District No. 9 — City of Rancho Cucamonga 17 Fiscal Year 2020/21 ATTACHMENT #09 Page 317 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $436.69 1,080.00 1,080.00 $471,625.20 Multi -Family Residential 436.69 1,057.00 1,057.00 461,581.33 Non -Residential 436.69 18.28 36.56 15,965.39 Totals 2,155.281 2,173.56 $949,171.92 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Landscape Maintenance District No. 9 — City of Rancho Cucamonga 18 Fiscal Year 2020/21 ATTACHMENT #09 Page 318 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Landscape Maintenance District No. 10 (Rancho Etiwanda) Page 319 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 10 (RANCHO ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 320 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 7 ESTIMATE OF COSTS 9 District Budget 9 Definitions of Budget Items 11 METHOD OF ASSESSMENT 12 Overview 12 General Benefit 13 Special Benefit 13 Method of Assessment Spread 14 Cost of Living Inflator 15 ASSESSMENT DIAGRAM 15 ASSESSMENT ROLL and ANNEXATIONS 17 Assessment Roll 17 Annexations 17 Page 321 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, 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 2020/21 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 of 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. Fiscal Year 2020/21 Budget Expenditures Personnel Services $ 267,850 Operations and Maintenance 418,820 Capital Expenditures 65,000 Total Expenditures Budget 751,670 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 590,390 Anticipated Prior Year Delinquencies Collection 7,070 Subtotal - Taxes 597,460 Other Revenues 56,250 Total Revenues Budget 653,710 Contribution to/(Use of) Fund Balance $ (97,960) Total District EBU Count 786.00 Actual Assessment per EBU $ 758.72 Maximum Allowable Assement per EBU $ 957.93 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #10 Page 322 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Landscape Maintenance District No. 10 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #10 Page 323 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City Clerk shall give notice by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public Landscape Maintenance District No. 10 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #10 Page 324 hearing, file a 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 the improvements, to the zones within the 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. 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 the 210 Freeway, east of Day Creek Channel, and west of Bluegrass Ave. 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, Landscape Maintenance District No. 10 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #10 Page 325 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 Blvd from 790 feet north of Richfield Dr to Wilson Ave. The north side of Wilson Ave from Day Creek Blvd to 227 feet west of Day Creek Blvd. 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 Ave from 497 feet west of Alvarado PI to Day Creek Blvd. The south side of Wilson Ave from Day Creek Blvd to Bluegrass Ave. The Wilson Ave median from Day Creek Blvd to Bluegrass Ave. Ground Cover area: 47,275 square feet Hardscape area: 6,444 square feet 10-3 The west side of Day Creek Blvd from Wilson Ave to 144 feet south of Clydesdale Dr. The Day Creek Blvd median from Wilson Ave to Banyan St. Ground Cover area: 32,619 square feet Hardscape area: 10,983 square feet 10-4 10-5 The east side of Day Creek Blvd from 648 feet south of Keenland Dr to Wilson Ave. Ground Cover area: 15,952 square feet Hardscape area: 4,365 square feet The west side of Bluegrass Ave from Wilson Ave to 705 feet south of Challendon Dr. Ground Cover area: 26,882 square feet Hardscape area: 12,220 square feet 10-6 The south side of Banyan St from Rochester Ave to Day Creek Blvd. The north side of Banyan St from 427 feet west of Rocking Horse PI to Rocking Horse PI. The west side of Day Creek Blvd from Banyan St to Vintage Dr. The north side of Vintage Dr from Day Creek Blvd to the paseo ending 153 feet west of Sandhill PI. Ground Cover area: 44,000 square feet Hardscape area: 16,197 square feet Landscape Maintenance District No. 10 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #10 Page 326 10-7 The north side of Vintage Dr from 180 feet east of Taylor Canon PI to Day Creek Blvd. The east side of Day Creek Blvd from Vintage Dr to Banyan St. The south side of Banyan St from Day Creek Blvd to Bluegrass Ave. 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 Blvd to 300 feet eastward. The Day Creek Blvd median from the 210 freeway to Vintage Dr. The east side of Day Creek Blvd from Caltrans ROW to Vintage Dr. The south side of Vintage Dr from Day Creek Blvd to 180 feet east of Taylor Canyon PI. Ground Cover area: 16,841 square feet Hardscape area: 7,025 square feet 10-9 The north side of Coyote Dr from Brookstone PI to Day Creek Blvd. The east side of Day Creek Blvd from Coyote Dr to 358 feet north of Coyote Dr. The west side of Day Creek Blvd from 118 feet north of Coyote Dr to 380 feet north of Coyote Dr. Ground Cover area: 9,403 square feet Hardscape area: 6,052 square feet 10-10 The north side of Wilson Ave from 395 feet east of Day Creek Blvd to Day Creek Blvd. The east side of Day Creek Blvd from Wilson Ave to Blackstone Dr. The south side of Blackstone Dr from Day Creek Blvd to Stoneview Rd. The north side of Blackstone Dr from Day Creek Blvd to 165 feet west of Stoneview Rd. Ground Cover area: 26,304 square feet Hardscape area: 19,117 square feet 10-11 The west side of Day Creek Blvd from 340 feet north of Banyan St to Banyan St. The north side of Banyan St from Day Creek Blvd to Rocking Horse PI. 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 Dr. Ground Cover area: 27,416 square feet Hardscape area: 16,167 square feet Landscape Maintenance District No. 10 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #10 Page 327 10-14 The south side of Vintage Dr from Saddle Tree PI to Day Creek Blvd. The west side of Day Creek Blvd from Vintage Dr to 325 feet south of Vintage Dr. Ground Cover area: 7,777 square feet Hardscape area: 8,101 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 2020/21 ATTACHMENT #10 Page 328 O O v► O1 rl dl � N G .:L O Ow — AV jse3 0 M Z+ O Q �' : V V 3 'i U N a c 0 c 0 0 E .O 0-6 L N N N —j o C fQ y• ■ LO I i�I i o O J LJ imia LO nd epueMI43 N 0 V � J ` f"•AV ssea an1s ■ � or � —� o� �% �• iqa97j-At� I, nd aa1sayDob n v 4 61Y F Y ■ VI ■ bb F b f a i Q'v ■ Y�Y 6�p �'b�C° Landscape Maintenance District No. 10 – City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #10 Page 329 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Capital Expenditures: Captial Project 65,000 Total Expenditures Budget $ 751,670 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #10 Page 330 Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 166,340 Overtime Salaries 1,050 Part-time Salaries 16,510 Fringe Benefits 83,950 Subtotal - Personnel 267,850 Operations and Maintenance: Operations and Maintenance: O & M/General 21,400 O & "Facilities 1,500 Emergency Equipment and Vehicle Rental 3,300 Equip Operations & Maint 500 Subtotal - Operations and Maintenance 26,700 Contract Services: Contract Services/General 163,020 Contract Sery/Facilities 3,770 Tree Maintenance 11,800 Subtotal - Contract Services 178,590 Utilities: Water Utilities 109,590 Electric Utilities 17,560 Subtotal - Utilities 127,150 Assessment Administration 4,120 Admin./General Overhead 81,610 Misc Contributions to City 650 Subtotal - Operations and Maintenance 418,820 Capital Expenditures: Captial Project 65,000 Total Expenditures Budget $ 751,670 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #10 Page 330 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 590,390 Anticipated Prior Year Delinquencies Collection 7,070 Subtotal - Taxes 597,460 Other Revenues: Interest Earnings 23,320 Other Rental/Lease Income 25,050 Park Maintenance Fees 230 Sports Field User Group Rentals 250 Sports Lighting Fees - Lights on Site 3,900 Other Revenue 3,500 Subtotal - Other Revenues: 56,250 Total Revenues Budget 653,710 Contribution to/(Use of) Fund Balance $ (97,960) Total Gross Estimated Assessments $ 596,353.92 Total District EBU Count 786.00 Actual Assessment per EBU - Fiscal Year 2020/21 $ 758.72 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 957.93 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 Equivalent Benefit Unit (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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 1,284,957 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (97,960) Estimated Reserve Fund Balance, June 30, 2021 $ 1,186,997 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #10 Page 331 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). Landscape Maintenance District No. 10 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #10 Page 332 METHOD OF ASSESSMENT Overview 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]. Section 22547 of 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". 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. Landscape Maintenance District No. 10 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #10 Page 333 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. In this 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 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 been 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. Landscape Maintenance District No. 10 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #10 Page 334 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 is 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. To assess special benefit appropriately, it is necessary to relate the different type of parcel improvements to each other. The EBU method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one EBU. The following table provides the weighting factors applied 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 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 summarizes the Fiscal Year 2020/21 maximum allowable assessment rates for the District: Landscape Maintenance District No. 10 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #10 Page 335 Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Single Family Residential $957.93 $758.72 786.00 786.00 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #10 Page 335 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 2002/03, the maximum allowable assessment may increase each year, based upon the Consumer Price Index ("CPI"), All Urban Consumers (CPI - U), for the Riverside — San Bernardino — Ontario Consumer Price Index 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 2020/21 will increase from $736.62 to $758.72 per single-family residence, a CPI increase of 3.0% as compared to Fiscal Year 2019/20. 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 San Bernardino County Assessor Office, 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 15 Fiscal Year 2020/21 ATTACHMENT #10 Page 336 JU O ^ M ami O O r E Z 3 u u '41 a' 'i UJ V E o) J � L su ny �tuay� o = u ■�.�.�.��� U o W IC ■ J — J o y.. _ : 0 ai : jPh J o 0 LL Q V i ; Ay 3Se3 in 41 i Q, my ePUeM1j:i Ay epuenng3 to ■ U ( ; M Ay Jalsay:)0b Ay JMSalpOb i Ay uajy!IW +-'■...... I" Ay ua ! ! �IIIW i i ■ i i Ay uaneH ny uaneH Ay esowJaH _ ■ ny esowJaH i Ay Pleq!4:)Jt/ i AV Pleq!4:)rd i Ay uewllaH 'N ny uewllaH p pp AVpeAaUlA gra ■ IS uellaweD s It I EL .♦` ;El.. J CO t `♦,♦,♦ ■�. �.��y 1.1.1 �. i.�+ a..� 0 CO 0 LL Q i fi G1 e 111t I 11 pppp Ry m _d88SFE�L Z� �yq�Q�Q++6g yy yy yyn Landscape Maintenance District No. 10 — City of Rancho Cucamonga 16 Fiscal Year 2020/21 ATTACHMENT #10 Page 337 ASSESSMENT ROLL and ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 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 2020/21 actual assessment for the District: A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Landscape Maintenance District No. 10 — City of Rancho Cucamonga 17 Fiscal Year 2020/21 ATTACHMENT #10 Page 338 Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $758.72 786.00 786.00 $596,353.92 Totals 786.00 786.00 $596,353.92 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Landscape Maintenance District No. 10 — City of Rancho Cucamonga 17 Fiscal Year 2020/21 ATTACHMENT #10 Page 338 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Street Lighting Maintenance District No. 1 (Arterials) Page 339 CITY OF RANCHO CUCAMONGA STREET LIGHTING MAINTENANCE DISTRICT NO. 1 (ARTERIALS) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 340 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 5 ESTIMATE OF COSTS 7 District Budget 7 Definitions of Budget Items 9 METHOD OF ASSESSMENT 10 Overview 10 Special Benefit 11 General Benefit 11 Method of Assessment Spread 11 ASSESSMENT ROLL AND ANNEXATIONS 15 Assessment Roll 15 Annexations 15 Page 341 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Lighting Maintenance District No. 1 (Arterial) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2020/21 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 of 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 for the acquisition of street lights, the installation of Light Emitting Diode (LED) street lighting, and 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. Expenditures Personnel Services Operations and Maintenance Debt Service Transfer Out Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU Fiscal Year 2020/21 Budget $ 22,740 629,830 247,450 113,200 1,013,220 820,470 7,260 827,730 13,240 840,970 $ (172,250) Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga Fiscal Year 2019/20 46, 734.18 17.77 17.77 1 ATTACHMENT #11 Page 342 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #11 Page 343 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. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements, the installation of LED street lighting, 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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. Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #11 Page 344 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 the improvements, to the zones within the 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. 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 entire City of Rancho Cucamonga. 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 street lights, traffic signals and appurtenant facilities throughout the District. The maintenance and servicing includes, but is not limited to, furnishing electric current for public lighting facilities including street lights and traffic signals, and associated appurtenant facilities. Services include personnel, materials, contracting services, utilities, and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in operational and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, in order to lower expenses of the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation of LED street lighting specially benefiting the properties within the District has been added to the improvements. Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #11 Page 345 Map of Improvements The following page shows the map of street light and traffic signal improvements to be maintained using District funds. Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #11 Page 346 Ay /uja4J Ay UaneH Ay esowaaH I .. I Ay Pleq!4Dab' I • • ny uewllaH .......w4404 I IS UellauJeD V) i V) y ti `n m 0� 2 x� Us • ZS Q v' .r . • !.. v Ay ISe3 v) nd epueA!13 0 0 ny aaIsa4Uo'd ny uail!ll!W �— —]AV UaneH i ny esowJaH fps Ad Pleq!4Div s= -- ny UewllaH rn a J E — m � a) r J gg e - o M = in cn u y • �I� i Ay ISe3 v) nd epueA!13 0 0 ny aaIsa4Uo'd ny uail!ll!W �— —]AV UaneH i ny esowJaH fps Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #11 Page 347 Ad Pleq!4Div -- ny UewllaH Ln r Vgg$ �etesd FbEt P= A y paeA !A- €��Q a I gE�6 gy� kk 'sp t $ga�g6 EE 8 f — m � ny aAoaZ) lla ., O 00 o gg e LL yy YY�c �QQQ� wit Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #11 Page 347 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #11 Page 348 Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 15,360 Fringe Benefits 7,380 Subtotal - Personnel 22,740 Operations and Maintenance: Training 180 Membership Dues 50 O & M/General 7,990 Cellular Technology 2,000 Equipment Operations and Maintenance 500 Subtotal - Operations and Maintenance 10,720 Contract Services 47,750 Utilities: Telephone Utilities 1,500 Electric Utilities 358,160 Subtotal - Utilities 359,660 Assessment Administration 152,990 Adm in./General Overhead 58,710 Subtotal - Operations and Maintenance 629,830 Debt Service: Interest Expense 35,320 Principal Repayments 212,130 Subtotal - Debt Service 247,450 Transfer Out - General City Street Lights Fund 113,200 Total Expenditures Budget $ 1,013,220 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #11 Page 348 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 820,470 Anticipated Prior Year Delinquencies Collection 7,260 Subtotal - Taxes 827,730 Other Revenues: Interest Earnings 13,240 Total Revenues Budget $ 840,970 Contribution to/(Use of) Fund Balance $ (172,250) Total Gross Estimated Assessments $ 828,747.71 Total District EBU Count 46,734.18 Actual Assessment per EBU - Fiscal Year 2020/21 $17.77 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $17.77 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 total amount of funds needed to maintain 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 598,211 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (172,250) Estimated Reserve Fund Balance, June 30, 2021 $ 425,961 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #11 Page 349 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. 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 central services departments 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 District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #11 Page 350 METHOD OF ASSESSMENT Overview 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 public lighting facilities, including traffic signals. 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]. Section 22547 of 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". 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. Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #11 Page 351 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, safety, 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 for safe vehicular and pedestrian access for properties within the District, and • providing beautification 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 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. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the district that are not being assessed. 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. When the District was formed, 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 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #11 Page 352 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 Fiscal Year 1996/97. 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 Benefit Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential 1.00 Parcel Multi -Family Residential 1.00 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 2020/21 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #11 Page 353 Maximum Allowable Actual Assessment Asessment Total Property Type (County Use Code) Rate per EBU Rate per EBU Units/Acres Total EBUs Single Family Residential $17.77 $17.77 28,510.00 28,510.00 Multi -Family Residential 17.77 17.77 11,763.00 11,763.00 Non -Residential 17.77 17.77 3,230.59 6,461.18 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #11 Page 353 The total amount of maintenance and incidental costs for maintaining the street lights and traffic signals 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. 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. Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #11 Page 354 M rq IAN CD i O _ O Z _N E w .0 L Q_ 4-1 E O 'C u u u ; o G1 ■'-y _ = i *AVwa4� ■� a � i Ui l.J 4- o = io 0 �• '- ! L° \Z\ --i my ePUeM43 }+ ny epueM43 s � vi J � a-' 1 19 IaaaD ea O ny Ja;Sa4:)o'{ ny aa:sa4Do'{ d.. i ny U@� !II!W +-........ i.i ny UZ) {!11!W i i i i ny uaneH ny uaneH i i ny esowaaH _ ny esowaaH i 1D ny Pleq!4»tf i ny PIeG!4Uhl i ny uew11aH '� ny uewllaH HI9 �. AV p.ie�(au!A ; � 3Sue!1aweD a � rr ... AV anoJE)0 00 -B � 89�ee Q Ay 00 p ZI k t QQ Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #11 Page 355 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarize the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $17.77 28,510.00 28,510.00 $506,622.70 Multi -Family Residential 17.77 11,763.00 11,763.00 209,028.51 Non -Residential 17.77 3,230.59 6,461.18 113,096.50 Totals 1.21 43,503.59 46,734.18 $828,747.71 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following annexations are effective for Fiscal Year 2020/21: Apn Annexation Date Project Name Total Units/ Acres Total EBUs Property Type 0229-151-10, 12, 20 & 0229-161-09, 10, 11 & 12 02/06/19 DRC2018-00183 3.52 3.52 CO/IND 1089-031-36 03/06/19 PM20032 140.00 140.00 CONDO 1089-581-09 04/17/19 DRC2017-00889 1.21 1.21 CO/IND 0207-231-01 06/05/19 DRC2017-00439 2.38 2.38 CO/IND 0208-353-07 10/02/19 PM19851 1.97 1.97 CO/IND 0209-201-20 10/02/19 DRC2017-00448 3.72 3.72 CO/IND 0202-061-05 & 49 12/04/19 DRC2017-01023 2.00 2.00 SFD 0209-262-25 12/18/19 DRC2018-00553 5.40 5.4 CO/IND Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #11 Page 356 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Street Lighting Maintenance District No. 2 (Local Streets) Page 357 CITY OF RANCHO CUCAMONGA STREET LIGHTING MAINTENANCE DISTRICT NO. 2 (LOCAL STREETS) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 358 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 5 ESTIMATE OF COSTS 7 District Budget 7 Definitions of Budget Items 9 METHOD OF ASSESSMENT 10 Overview 10 Special Benefit 11 General Benefit 11 Method of Assessment Spread 11 ASSESSMENT DIAGRAM 13 ASSESSMENT ROLL AND ANNEXATIONS 15 Assessment Roll 15 Annexations 15 Page 359 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 2 (Local Streets) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2020/21 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 of 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 for the acquisition of street lights, the installation of Light Emitting Diode (LED) street lighting, and 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. Fiscal Year 2020/21 Budget Expenditures Operations and Maintenance 330,720 Debt Service 252,180 Transfer Out 110,860 Total Expenditures Budget 693,760 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 372,410 Anticipated Prior Year Delinquencies Collection 4,020 Subtotal - Taxes 376,430 Transfer In -General Fund 317,330 Transfer In - CFD Empire Lakes 1,900 Total Revenues Budget 695,660 Contribution to/(Use of) Fund Balance $ 1,900 Total District EBU Count 9,411.32 Actual Assessment per EBU $ 39.97 Maximum Allowable Assement per EBU $ 39.97 Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #12 Page 360 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #12 Page 361 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. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements, the installation of LED street lighting, 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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. Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #12 Page 362 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 the improvements, to the zones within the 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. 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 entire City west of Haven Ave. 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 street lights, traffic signals and appurtenant facilities throughout the District. The maintenance and servicing includes, but is not limited to, furnishing electric current for public lighting facilities including street lights and traffic signals, and associated appurtenant facilities. Services include personnel, materials, contracting services, utilities, and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in operational and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, in order to lower expenses of the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation of LED street lighting specially benefiting the properties within the District has been added to the improvements. Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #12 Page 363 Map of Improvements The following page shows the map of street light and traffic signal improvements to be maintained using District funds. Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #12 Page 364 M N Ch 1A Z 0 L M 'L- N Q -W M r i 1 UA u 00 O i in cn u 4l Ind C J 1 V- O W C 1 1 V f � C !Ay epuemil3 � 1 s 1 p1 � J � i 18 ilaaJD Ae(j L% Ay JaIS@q:)O'j ' �A i Ay i Ua�!II!W 1.........i.i.ir Ay uaneH Ay esowJaH Ay pleq!q:)jV ant Ay UewllaH IS ue!lauJeDi • ll o _z UO Q 7 � v • �g E1 • CO L CO Ay JSe3 v> ------ , Ay epUeM[I] AV Ja;Say:)o'd • em& I Ay Uail!II!W Ay uaneH AV esowJaH Ay pleq!4DJV Ay UewllaH absIMF! b �b o�bOb i AV DAOJE) q p 00 $� L E 91a Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #12 Page 365 N J C) o = in cn u 4l J �aii E1 • CO L CO Ay JSe3 v> ------ , Ay epUeM[I] AV Ja;Say:)o'd • em& I Ay Uail!II!W Ay uaneH AV esowJaH Ay pleq!4DJV Ay UewllaH absIMF! b �b o�bOb i AV DAOJE) q p 00 $� L E 91a Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #12 Page 365 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Total Expenditures Budget Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga Fiscal Year 2020/21 693,760 7 ATTACHMENT #12 Page 366 Fiscal Year 2020/21 Budget Expenditures Operations and Maintenance: Contract Services/General $ 20,980 Utilities: Electric Utilities 269,740 Assessment Administration 38,080 Adm in./General Overhead 1,920 Subtotal - Operations and Maintenance 330,720 Debt Services: Interest Expense 35,990 Principal Repayments 216,190 Subtotal - Debt Service 252,180 Transfer Out - General Street Lights Fund 110,860 Total Expenditures Budget Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga Fiscal Year 2020/21 693,760 7 ATTACHMENT #12 Page 366 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 372,410 Anticipated Prior Year Delinquencies Collection 4,020 Subtotal - Taxes 376,430 Transfer In Transfer In - General Fund Transfer In - CFD Empire Lakes 317,330 1,900 319,230 Total Revenues Budget 695,660 Contribution to/(Use of) Fund Balance $ 1,900 Total Gross Estimated Assessments $ 376,170.45 Total District EBU Count 9,411.32 Actual Assessment per EBU - Fiscal Year 2020/21 $ 39.97 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 39.97 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 total amount of funds needed to maintain 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 Reserve Fund Balance, June 30, 2020 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 Estimated Reserve Fund Balance, June 30, 2021 Operating Reserve $ 968,262 1,900 $ 970,162 Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga Fiscal Year 2020/21 8 ATTACHMENT #12 Page 367 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. 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 central services departments 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 District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #12 Page 368 METHOD OF ASSESSMENT Overview 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 public lighting facilities, including traffic signals. 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]. Section 22547 of 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". 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. Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #12 Page 369 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, safety, 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 for safe vehicular and pedestrian access for properties within the District, and • providing beautification 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 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. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the District that are not being assessed. 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. When the District was formed, 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 Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #12 Page 370 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 Fiscal Year 1996/97. 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 EBU method of apportionment uses the single family home as the basic unit of assessment. A single family home equals one 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 Parcel Multi -Family Residential 1.00 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 2019/20 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #12 Page 371 Maximum Allowable Actual Assessment Asessment Total Property Type (County Use Code) Rate per EBU Rate per EBU Units/Acres Total EBUs Single Family Residential $39.97 $39.97 7,290.00 7,290.00 Multi -Family Residential 39.97 39.97 2,051.00 2,051.00 Non -Residential 39.97 39.97 35.16 70.32 Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #12 Page 371 The total amount of maintenance and incidental costs for maintaining the street lights and traffic signals 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. 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 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. Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #12 Page 372 �N H N N ` Oz M •� N < J N 00 O J _ � � C = O C al �•-11 O = i M it J I.J U � C ' 01 C U+� o o ' U < I y epuem43 s � .p1 J i ;.r 0 Ay aaBa400b Ay uaN!II!W I'm......... Ay uaneH Ay esowJaH Ay pleq!y»y Ay uewllaH i i IS uellaweD i ru..ii 0. ny No Ay JSe3 v> v Ay epueM93 Ay aa4say:)Ob II Ay ua�!II!W Ay uaneH * Ay esowjaH f AV pleq!4:)jV dh '� Ay uewllaH V) UF psi ny p,eAau!� € IIz p I A, s AV anOag a p 2 pe O 00 �"� E IV U Q Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #12 Page 373 N N J N _ � = U LA O al �•-11 M it J I.J C _ U+� o o U < No Ay JSe3 v> v Ay epueM93 Ay aa4say:)Ob II Ay ua�!II!W Ay uaneH * Ay esowjaH f AV pleq!4:)jV dh '� Ay uewllaH V) UF psi ny p,eAau!� € IIz p I A, s AV anOag a p 2 pe O 00 �"� E IV U Q Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #12 Page 373 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $39.97 7,290.00 7,290.00 $ 291,381.30 Multi -Family Residential 39.97 2,051.00 2,051.00 $ 81,978.47 Non -Residential 39.97 35.16 70.32 $ 2,810.68 Totals 9,376.16 9,411.32 $ 376,170.45 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following annexations are effective for Fiscal Year 2020/21: Annexation Apn Date Total Units/ Project Name Acres Total EBUs Property Type 0202-061-05 & 49 12/04/19 DRC2017-01023 2.00 2.00 SFD 1061-571-01 12/18/19 DRC2018-00377 1.00 1.00 SFD Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #12 Page 374 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Street Lighting Maintenance District No. 3 (Victoria Planned Community) Page 375 CITY OF RANCHO CUCAMONGA STREET LIGHTING MAINTENANCE DISTRICT NO. 3 (VICTORIA PLANNED COMMUNITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 376 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 5 ESTIMATE OF COSTS 7 District Budget 7 Definitions of Budget Items 9 METHOD OF ASSESSMENT 10 Overview 10 Special Benefit 11 General Benefit 11 Method of Assessment Spread 11 ASSESSMENT DIAGRAM 13 ASSESSMENT ROLL AND ANNEXATIONS 15 Assessment Roll 15 Annexations 15 Page 377 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 3 (Victoria Planned Community) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2020/21 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 of 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 for the acquisition of street lights, the installation of Light Emitting Diode (LED) street lighting, and 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. Expenditures Personnel Services Operations and Maintenance Debt Service Transfer Out Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Fiscal Year 2020/21 Budget $ 31,480 159,350 94,690 43,960 329,480 377,600 2,570 380,170 30,060 410,230 $ 80,750 Total District EBU Count 8,089.24 Actual Assessment per EBU $ 47.15 Maximum Allowable Assement per EBU $ 47.15 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #13 Page 378 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #13 Page 379 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. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements, the installation of LED street lighting, 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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. Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #13 Page 380 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 the improvements, to the zones within the 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. 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 210 Freeway, west of Etiwanda Ave, southwest of the 1-15 Freeway and east of Haven Ave, also known as the Victoria Neighborhood 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 are the maintenance and servicing of street lights, traffic signals and appurtenant facilities throughout the District. The maintenance and servicing includes, but is not limited to, furnishing electric current for public lighting facilities including street lights and traffic signals, and associated appurtenant facilities. Services include personnel, materials, contracting services, utilities, and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in operational and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, in order to lower expenses of the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation of LED street lighting specially benefiting the properties within the District has been added to the improvements. Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #13 Page 381 Map of Improvements The following page shows the map of street light and traffic signal improvements to be maintained using District funds. Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #13 Page 382 �-. � M w = O O Z '_ o E O v E �' E U L M J ° +'�► o VinV c Ln n u o O M • c c = _j -� l..: o Ea.._..,..�.��.�.,_,_............._,_,_, o °coo AV epuem113 J ! • 0% IN E3 . Gl I •• • oc V) I o • IN 41, • • t i �. Ad .la�say�ob w •v •gb nd ua)l!II!W b � IN 9� Oso Ad uaneH 2z8 vo*< a n� Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #13 Page 383 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 21,270 Fringe Benefits 10,210 Subtotal - Personnel 31,480 Operations and Maintenance: Operations and Maintenance: Training 180 Membership Dues 50 O & M/General 9,940 Contract Services 8,050 Subtotal - Operations and Maintenance 18,220 Utilities: Electric Utilities 100,150 Assessment Administration 34,240 Admin./General Overhead 6,740 Subtotal - Operations and Maintenance 159,350 Debt Service: Interest Expense 13,520 Principal Repayments 81,170 Subtotal - Debt Service 94,690 Transfer Out - General Street Lights Fund 43,960 Total Expenditures Budget $ 329,480 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #13 Page 384 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 377,600 Anticipated Prior Year Delinquencies Collection 2,570 Subtotal - Taxes 380,170 Other Revenues: Interest Earnings 30,060 Total Revenues Budget 410,230 Contribution to/(Use of) Fund Balance $ 80,750 Total Gross Estimated Assessments $ 381,407.67 Total District EBU Count 8,089.24 Actual Assessment per EBU - Fiscal Year 2020/21 $ 47.15 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 47.15 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 total amount of funds needed to maintain 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 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 Reserve Fund Balance, June 30, 2020 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 Estimated Reserve Fund Balance, June 30, 2021 Operating Reserve $ 1,554,261 80,750 $ 1,635,011 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #13 Page 385 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. 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 central services departments 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 District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City General Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #13 Page 386 METHOD OF ASSESSMENT Overview 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 public lighting facilities, including traffic signals. 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]. Section 22547 of 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". 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. Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #13 Page 387 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, safety, 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 for safe vehicular and pedestrian access for properties within the District, and • providing beautification 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 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. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the district that are not being assessed. 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. When the District was formed, 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 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #13 Page 388 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 Fiscal Year 1996/97. 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 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. 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 Parcel Multi -Family Residential 1.00 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 2020/21 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #13 Page 389 Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Single Family Residential $47.15 $47.15 6,512.00 6,512.00 Multi -Family Residential 47.15 47.15 589.00 589.00 Non -Residential 47.15 47.15 257.41 514.82 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #13 Page 389 The total amount of maintenance and incidental costs for maintaining the street lights and traffic signals is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #13 Page 390 M M � a� KM = O= O Z -- i u E Q i i U V IS ue!laweD ; O � � i _ = i a i � = V LOCO 0 V u C1 v AV epueMg3 s J °1 v� J � 41 is jaw LL Q Gl »--r,�. }, ny ,93,s9430a V) ny PI eq! 4»d a� ny uewllaH i i i IS ue!laweD ; J M i = V LOCO 0 C1 v v; v Q` Q� v ny A-uagD f �•,i".1 .` -0 L ..,.�'� .•' loll N �' rn _ C2 LL �a m ��•' ny uewllaH nyp,eAau!A yt$ap1��iNI �! q o ta1" nb�Y � nyana,g 00 !lilt 33 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #13 Page 391 a� E J M = V LOCO 0 C1 J I.J J °1 '^ 0 o o c� LL Q »--r,�. ny jse3 n ny epuenng3 ny ,a),say:)oa ny uai!!II!W ny uaneH ny esow,aH AV pleG!4»`d �•,i".1 .` -0 L ..,.�'� .•' loll N �' rn _ C2 LL �a m ��•' ny uewllaH nyp,eAau!A yt$ap1��iNI �! q o ta1" nb�Y � nyana,g 00 !lilt 33 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #13 Page 391 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $47.15 6,843.00 6,843.00 $322,647.45 Multi -Family Residential 47.15 729.00 729.001 $34,372.35 Non -Residential 47.15 258.62 517.24 $24,387.87 Totals 7,830.62 8,089.24 $381,407.67 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations The following annexation is effective for Fiscal Year 2020/21: Apn Annexation Date Project Name Total Units/ Acres Total EBUs Property Type 1089-031-36 03/06/19 PM20032 140.00 140.00 CONDO 1089-581-09 04/17/19 DRC2017-00889 1.21 1.21 CO/IND Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #13 Page 392 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Street Lighting Maintenance District No. 4 (Terra Vista Planned Community) Page 393 CITY OF RANCHO CUCAMONGA STREET LIGHTING MAINTENANCE DISTRICT NO. 4 (TERRA VISTA PLANNED COMMUNITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 394 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 5 ESTIMATE OF COSTS 7 District Budget 7 Definitions of Budget Items 9 METHOD OF ASSESSMENT 10 Overview 10 Special Benefit 11 General Benefit 11 Method of Assessment Spread 11 ASSESSMENT DIAGRAM 13 ASSESSMENT ROLL AND ANNEXATIONS 15 Assessment Roll 15 Annexations 15 Page 395 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 4 (Terra Vista Planned Community) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2020/21 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 of 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 for the acquisition of street lights, the installation of Light Emitting Diode (LED) street lighting, and 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. Expenditures Personnel Services Operations and Maintenance Debt Service Transfer Out Total Expenditures Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU Fiscal Year 2020/21 Budget $ 31,480 81,840 47,780 20,410 181,510 164,740 720 165,460 12,360 177,820 $ (3,690) 5,745.80 $ 28.96 $ 28.96 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #14 Page 396 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #14 Page 397 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. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements, the installation of LED street lighting, 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #14 Page 398 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 the improvements, to the zones within the 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. 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 the Terra Vista Planned Community, which is located north of Foothill Blvd, west of Rochester Ave, east of Haven Ave, south of Base Line Rd and includes the northeast corner of Base Line Rd and Haven Ave. 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 street lights, traffic signals and appurtenant facilities throughout the District. The maintenance and servicing includes, but is not limited to, furnishing electric current for public lighting facilities including street lights and traffic signals, and associated appurtenant facilities. Services include personnel, materials, contracting services, utilities, and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in operational and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, in order to lower expenses of the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation of LED street lighting specially benefiting the properties within the District has been added to the improvements. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #14 Page 399 Map of Improvements The following page shows the map of street light and traffic signal improvements to be maintained using District funds. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #14 Page 400 v� v 6 0 Z -- �, U E 3 0 O 0 UQU = Lf) V) s'G nd aa;sayDoa F__1 seeu U • • • 0.00 0 • • ••• • • • go eggs 0i0i•Z00 • +00• i0••• • 00•0•0ice:00:0:•0 00••0• 0• 0~ .I u CO -V0 0 goo 0 00 00 .. 000•:0 •• • L . • •• 0• 0so 00 Lr• tiid J I • •00�•• • •• V ego 4J I• 000 000 ••• •0 4j 1 so • • • • • • • 0 000 • •000so o • :pJQ_ti�.alIIi • 0 00 00 • • 00 0 �0 ~• ••• 40 0 i •• ••• 0 0000 . • • •• ••S• 0• • • • i g• i•0 ti00••0• • •••:•00 0•• •• • • •0 ••• ••i so j 0•0�••000• iii • iI 0. • 0•:•0::•0:• ~`t i i iii Im 0000 t i f • • • i • . as I• i ii i •• •• +, i• • •• • • • 00 •• 1• ° • eestl£AF6pe i • ~ •e@f;FFEgY j 0 •�•��,`I i• i i••i • • r •• 4tb�1:ppp� B • ••5 •• '' ••• • • • End go j =••• 000.•0 i I ••• •• ? K6.OSg�a I :•••••••• •0•• •0 0:• 160t :r ••••�0fi•'i • •• :•f x•••00 • •• � 0 00 �I ••0.% 0 0 • 00i••• 0 goo ♦ Vg� ep�ol 5 0 as o gs.iE -- — nd uaneH � _O qE z �33ALE ` vI EE Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #14 Page 401 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #14 Page 402 Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 21,270 Fringe Benefits 10,210 Subtotal - Personnel 31,480 Operations and Maintenance: Operations and Maintenance: Training 190 Membership Dues 50 O & M/General 4,940 Equipment Operations and Maintenance 1,000 Contract Services 3,730 Subtotal - Operations and Maintenance 9,910 Utilities: Electric Utilities 45,730 Assessment Administration 20,950 Admin./General Overhead 5,250 Subtotal - Operations and Maintenance 81,840 Debt Service: Interest Expense 6,820 Principal Repayments 40,960 Subtotal - Debt Service 47,780 Transfer Out - General City Street Lights Fund 20,410 Total Expenditures Budget $ 181,510 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #14 Page 402 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 164,740 Anticipated Prior Year Delinquencies Collection 720 Subtotal - Taxes 165,460 Other Revenues: Interest Earnings 12,360 Total Revenues Budget 177,820 Contribution to/(Use of) Fund Balance $ (3,690) Total Gross Estimated Assessments $ 166,398.37 Total District EBU Count 5,745.80 Actual Assessment per EBU - Fiscal Year 2020/21 $ 28.96 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 28.96 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 total amount of funds needed to maintain 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 547,703 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (3,690) Estimated Reserve Fund Balance, June 30, 2021 $ 544,013 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #14 Page 403 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. 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 central services departments 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 District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #14 Page 404 METHOD OF ASSESSMENT Overview 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 public lighting facilities, including traffic signals. 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]. Section 22547 of 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". 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. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #14 Page 405 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, safety, 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 for safe vehicular and pedestrian access for properties within the District, and • providing beautification 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 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. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the district that are not being assessed. 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. When the District was formed, 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 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #14 Page 406 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 Fiscal Year 1996/97. 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 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. 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 Parcel Multi -Family Residential 0.50 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 2020/21 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #14 Page 407 Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Single Family Residential $28.96 $28.96 2,652.00 2,652.00 Multi -Family Residential 28.96 28.96 5,250.00 2,625.00 Non -Residential 28.96 28.96 234.40 468.80 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #14 Page 407 The total amount of maintenance and incidental costs for maintaining the street lights and traffic signals 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. 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 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. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #14 Page 408 qt p� A C O O Z ` E E U L > Q U 0 O C _ _ = i M C IQ i 0 -W =M -W C1 , i epuemQ3 smy J i ; a.+ 4l Ay aa),.say:)Ob Ay ual!II!W +".......... i i Ay uaneH i i Ay esowJaH _ ■ Ay PI eq! 4»b i Ay uewllaH ■ ;S ue!laweD ON Ay A.uay:) CO J O o R _ 00 L a Ifa� y _I 01 '2 U- AV ISe3 v� t v Ay epuemiI3 Ay aa)say:)Ob Ay uaj!II!W Ay uaneH Ay esowiaH AV pleG!4»`d to AV uewllaH �AV peAaulA 11b q3ii i gipg€ �9p�g e hC E p6 AVaAOJ!) pFIp���� � 00 ���eouy y BBB yy b �yq � yy Z E FFy Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #14 Page 409 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $28.96 2,652.00 2,652.00 $76,801.92 Multi -Family Residential 28.96 5,250.00 2,625.001 76,020.00 Non -Residential 1 28.96 234.40 468.80 13,576.45 Totals 1 1 8,136.40 5,745.80 $166,398.37 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #14 Page 410 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Street Lighting Maintenance District No. 5 (Caryn Planned Community) Page 411 CITY OF RANCHO CUCAMONGA STREET LIGHTING MAINTENANCE DISTRICT NO. 5 (CARYN PLANNED COMMUNITY) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 412 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 5 ESTIMATE OF COSTS 7 District Budget 7 Definitions of Budget Items 9 METHOD OF ASSESSMENT 10 Overview 10 Special Benefit 11 General Benefit 11 Method of Assessment Spread 11 ASSESSMENT DIAGRAM 13 ASSESSMENT ROLL AND ANNEXATIONS 15 Assessment Roll 15 Annexations 15 Page 413 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 5 (Caryn Planned Community) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2020/21 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 of 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 for the acquisition of street lights, the installation of Light Emitting Diode (LED) street lighting, and 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. Fiscal Year 2020/21 Budget Expenditures Personnel Services $ 7,170 Operations and Maintenance 39,490 Debt Service 21,470 Transfer Out 9,690 Total Expenditures Budget 77,820 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 43,710 Anticipated Prior Year Delinquencies Collection 530 Total Revenues Budget 44,240 Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU $ (33,580) 1,276.00 $ 34.60 $ 34.60 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #15 Page 414 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. 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report, and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #15 Page 415 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. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements, the installation of LED street lighting, 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #15 Page 416 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 the improvements, to the zones within the 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. 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 210 Freeway, south of Banyan St, west of Rochester Ave and east of Milliken Ave, also known as the Caryn Planned Community. The boundaries also include Tract No. 13835 east of Rochester Ave and Tracts No. 13748, 13857 and 13858 west of Milliken Ave. 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 street lights, traffic signals and appurtenant facilities throughout the District. The maintenance and servicing includes, but is not limited to, furnishing electric current for public lighting facilities including street lights and traffic signals, and associated appurtenant facilities. Services include personnel, materials, contracting services, utilities, and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in operational and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, in order to lower expenses of the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation of LED street lighting specially benefiting the properties within the District has been added to the improvements. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #15 Page 417 Map of Improvements The following page shows the map of street light and traffic signal improvements to be maintained using District funds. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #15 Page 418 nd ua)1!II!W 03 C0 Z V • • • • . •• • • • i • • • . •go ' • • • • • • . • • i i • • • •. , r • . i ; •• • i •• : • •• • • 'i • • • • . •• • • i • • • . •go ' • • • • • • . • • i i • • • •. , r • . i ; nb aa4say)011 v ■o 0 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #15 Page 419 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #15 Page 420 Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 4,840 Fringe Benefits 2,330 Subtotal - Personnel 7,170 Operations and Maintenance: Operations and Maintenance: Training 180 Membership Dues 50 Contract Services 1,770 O & M/General 8,990 Subtotal - Operations and Maintenance 10,990 Utilities: Electric Utilities 20,320 Assessment Administration 6,670 Admin./General Overhead 1,510 Subtotal - Operations and Maintenance 39,490 Debt Service: Interest Expense 3,070 Principal Repayments 18,400 Subtotal - Debt Service 21,470 Transfer Out - General Street Lights Fund 9,690 Total Expenditures Budget $ 77,820 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #15 Page 420 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 total amount of funds needed to maintain 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ (140,344) Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (33,580) Estimated Reserve Fund Balance, June 30, 2021 $ (173,924) Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #15 Page 421 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 43,710 Anticipated Prior Year Delinquencies Collection 530 Subtotal - Taxes 44,240 Total Revenues Budget 44,240 Contribution to/(Use of) Fund Balance $ (33,580) Total Gross Estimated Assessments $ 44,149.60 Total District EBU Count 1,276.00 Actual Assessment per EBU - Fiscal Year 2020/21 $ 34.60 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 34.60 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 total amount of funds needed to maintain 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ (140,344) Contribution to/(Use of) Reserve - Fiscal Year 2020/21 (33,580) Estimated Reserve Fund Balance, June 30, 2021 $ (173,924) Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #15 Page 421 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. 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 central services departments 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 District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #15 Page 422 METHOD OF ASSESSMENT Overview 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 public lighting facilities, including traffic signals. 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]. Section 22547 of 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". 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. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #15 Page 423 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, safety, 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 for safe vehicular and pedestrian access for properties within the District, and • providing beautification 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 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. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the district that are not being assessed. 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. When the District was formed, 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 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #15 Page 424 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 Fiscal Year 1996/97. 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 EBU method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one EBU. The following table provides the weighting factors applied by 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 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 2020/21 maximum allowable assessment rates for the District: The total amount of maintenance and incidental costs for maintaining the street lights and traffic signals 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. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #15 Page 425 Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Single Family Residential $34.60 $34.60 1,276.00 1,276.00 The total amount of maintenance and incidental costs for maintaining the street lights and traffic signals 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. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #15 Page 425 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 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. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #15 Page 426 M Ln CA C= O Z 3 g V i F U 0 O j O a U �_ ny AM94� � _ _ _ _ U U 4l �, V1 0 !1=11 =y wit O = _ o 0 'ra U Q Ad Ise3 v> = my epueMQ3 ny epueMQ s � J j a-+ G! ny Ja)say:)Ob ny Ja)say:)Ob gal i ny ual!ll!W ny uaN!ll!W i i i i i ny uaneH ny uaneH i ny esowJaH _ ■ ny esowaaH ny PIeG!4»y i » Ad PIeG!4V i ny uewllaH i '- ny uewllaH .�� AV pjeAau!A ; ; 3;'ggggNj ■ 4S ue!laweD ; �p tia89b� g i! ��� ■ �• -fir �� ny anoag In N 00 DC 0 Ln � tlggtl LD 00 O C2 LL � 'T" fps CE O4 iiiiiiYYYY in '7 O� m 0z 2 y ■gge �+ $8 b8 OStl�t (t.4 z SS Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #15 Page 427 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessment for the District: A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #15 Page 428 Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $34.60 1,276.00 1,276.00 $44,149.60 Totals 1,276.001 1,276.001 $44,149.60 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #15 Page 428 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Street Lighting Maintenance District No. 6 (Commercial Industrial) Page 429 CITY OF RANCHO CUCAMONGA STREET LIGHTING MAINTENANCE DISTRICT NO. 6 (COMMERCIAL INDUSTRIAL) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 430 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 5 ESTIMATE OF COSTS 7 District Budget 7 Definitions of Budget Items 9 METHOD OF ASSESSMENT 10 Overview 10 Special Benefit 11 General Benefit 11 Method of Assessment Spread 11 ASSESSMENT DIAGRAM 13 ASSESSMENT ROLL AND ANNEXATIONS 15 Assessment Roll 15 Annexations 15 Page 431 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 6 (Commercial Industrial) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2020/21 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 of 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 for the acquisition of street lights, the installation of Light Emitting Diode (LED) street lighting, and 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. Fiscal Year 2020/21 Budget Expenditures Personnel Services $ 31,480 Operations and Maintenance 62,520 Debt Service 34,680 Transfer Out 15,170 Total Expenditures Budget 143,850 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies Anticipated Prior Year Delinquencies Collection Subtotal - Taxes Other Revenues Total Revenues Budget Contribution to/(Use of) Fund Balance Total District EBU Count Actual Assessment per EBU Maximum Allowable Assement per EBU 133,100 1,970 135,070 9,150 144,220 $ 370 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga Fiscal Year 2019/20 2,615.57 51.40 51.40 1 ATTACHMENT #16 Page 432 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. 2. 1 have evaluated the costs and expenses of the improvements upon the Specially Benefited 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #16 Page 433 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. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements, the installation of LED street lighting, 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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. Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #16 Page 434 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 the improvements, to the zones within the 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. 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 Blvd on the north, 4th St on the south, East Ave on the east and Grove Ave on the west. 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 street lights, traffic signals and appurtenant facilities throughout the District. The maintenance and servicing includes, but is not limited to, furnishing electric current for public lighting facilities including street lights and traffic signals, and associated appurtenant facilities. Services include personnel, materials, contracting services, utilities, and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in operational and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, in order to lower expenses of the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation of LED street lighting specially benefiting the properties within the District has been added to the improvements. Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #16 Page 435 Map of Improvements The following page shows the map of street light and traffic signal improvements to be maintained using District funds. Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #16 Page 436 �ts�^ N N O Z W — 'u U i � < c i (H 'CA ........... rn L %D J O G dl Q ��V./ Ln 0 U U � F1; _ !Ay epuem'43 s � J � 1g � aaxD Aet, Ay JaIsW)Ob 4j cn i i Ay uaj!11!W ......i.�.ir� Ay uaneH Ay esOWJaH Ay Pleq!4:)jV Ay uew11aH IS ue!1au.leD AV AJJaL1D Ay lse3 vi ---r1 Ay epuemQ3 .. • Ay JaQsag:)O'd �• .+ • Ay u91!11!W left • » I L •i Ay uaneH t • . .J Ay esOwJaH � M i •, : : ; I Ay Pleq!q:)jV - Ay UewllaH AV pJeAau!ALL p Wit 1 a � ! Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #16 Page 437 N N rn E %D J dl Q = Ln 0 U F1; Ay lse3 vi ---r1 Ay epuemQ3 .. • Ay JaQsag:)O'd �• .+ • Ay u91!11!W left • » I L •i Ay uaneH t • . .J Ay esOwJaH � M i •, : : ; I Ay Pleq!q:)jV - Ay UewllaH AV pJeAau!ALL p Wit 1 a � ! Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #16 Page 437 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Debt Service: Interest Expense 4,950 Principal Repayments 29,730 Subtotal - Debt Service 34,680 Transfer Out - General Street Lights Fund 15,170 Total Expenditures Budget $ 143,850 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #16 Page 438 Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 21,270 Fringe Benefits 10,210 Subtotal - Personnel 31,480 Operations and Maintenance: Operations and Maintenance: Training 180 Membership Dues 50 O & M/General 6,940 Equipment Operations and Maintenance 800 Contract Services 2,780 Subtotal - Operations and Maintenance 10,750 Utilities: Electric Utilities 40,830 Assessment Administration 5,610 Adm in./General Overhead 5,330 Subtotal - Operations and Maintenance 62,520 Debt Service: Interest Expense 4,950 Principal Repayments 29,730 Subtotal - Debt Service 34,680 Transfer Out - General Street Lights Fund 15,170 Total Expenditures Budget $ 143,850 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #16 Page 438 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 133,100 Anticipated Prior Year Delinquencies Collection 1,970 Subtotal - Taxes 135,070 Other Revenues: Interest Earnings 9,150 Total Revenues Budget 144,220 Contribution to/(Use of) Fund Balance $ 370 Total Gross Estimated Assessments $ 134,440.30 Total District EBU Count 2,615.57 Actual Assessment per EBU - Fiscal Year 2020/21 $ 51.40 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 51.40 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 total amount of funds needed to maintain 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 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: Operating Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 482,434 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 370 Estimated Reserve Fund Balance, June 30, 2021 $ 482,804 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #16 Page 439 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. 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 central services departments 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 District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #16 Page 440 METHOD OF ASSESSMENT Overview 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 public lighting facilities, including traffic signals. 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]. Section 22547 of 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". 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. Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #16 Page 441 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, safety, 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 for safe vehicular and pedestrian access for properties within the District, and • providing beautification 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 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. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the district that are not being assessed. 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. When the District was formed, 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 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #16 Page 442 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 Fiscal Year 1996/97. 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 EBU method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one 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 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 2020/21 maximum allowable assessment rate for the District: The total amount of maintenance and incidental costs for maintaining the streetlights and traffic signals 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. Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #16 Page 443 Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Non -Residential $51.40 $51.40 2,615.57 2,615.57 The total amount of maintenance and incidental costs for maintaining the streetlights and traffic signals is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #16 Page 443 ASSESSMENT DIAGRAM An Assessment Diagram for the District is shown on the following page. The lines and dimensions of each lot or parcel within the District are those lines and dimensions shown on the maps of the Assessor of the County San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #16 Page 444 Street Lighting Maintenance District No. 6 - City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #16 Page 445 � IQ i O ' vl O Z a-+ E -64 'L Q u c E o �U 'Q o s a) �..�.�.�.�.� u u L ; *AV�(uay� = V V1 0 � ■'-y ■ o ■� C J — Q� Lq J ■�� 0 4 0 ■ g r +-+i Ui... l0fiMll Ogle ny 4se3 N = i my epuem43 ny epuemij] s � -I F J i 7 a.+ a) N ny aa)say:)ob ny aa4sayDob i ny ual!II!W ++.■...... ny U@1!II!W i - I i i G ny uaneH ny uaneH i i ny esowJaH _ pp ny esowiaH i "d Plegl4»b i AV pleq!q:)jV i ny uewllaH 'too ny uewllaH ny paeAau'A t ■ IS ue!laweD i �p b�g4b� Y b ..,.,: . �-...r��J a p ny anoagcl� ...... .• }, O UO 00p �.�.�r`v� ,`yn O '�F�fl gitCO LL {t$ s 06 V,bb B b$ C L Street Lighting Maintenance District No. 6 - City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #16 Page 445 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessment for the District: 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 2020/21 Fiscal Year: Apn Actual Project Name Total Units/ Acres Total EBUs Property Type Assessment Total DRC2018-00183 3.52 Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Non -Residential $51.40 2,615.57 2,615.57 $134,440.30 Totals 1.97 2,615.571 2,615.571 $134,440.30 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 2020/21 Fiscal Year: Apn Annexation Date Project Name Total Units/ Acres Total EBUs Property Type 0229-151-10, 12, 20 & 0229-161-09, 10, 11 & 12 02/06/19 DRC2018-00183 3.52 3.52 CO/IND 0207-231-01 06/05/19 DRC2017-00439 2.38 2.38 CO/IND 0208-353-07 10/02/19 PM19851 1.97 1.97 CO/IND 0209-201-20 10/02/19 DRC2017-00448 3.72 3.72 CO/IND 0209-262-25 12/18/19 DRC2018-00553 5.40 5.4 CO/IND Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #16 Page 446 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Street Lighting Maintenance District No. 7 (North Etiwanda) Page 447 CITY OF RANCHO CUCAMONGA STREET LIGHTING MAINTENANCE DISTRICT NO. 7 (NORTH ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 448 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 5 ESTIMATE OF COSTS 7 District Budget 7 Definitions of Budget Items 9 METHOD OF ASSESSMENT 10 Overview 10 Special Benefit 11 General Benefit 11 Method of Assessment Spread 11 ASSESSMENT DIAGRAM 13 ASSESSMENT ROLL AND ANNEXATIONS 15 Assessment Roll 15 Annexations 15 Page 449 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 7 (North Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2020/21 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 of 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 for the acquisition of street lights, the installation of Light Emitting Diode (LED) street lighting, and 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. Fiscal Year 2020/21 Budget Expenditures Personnel Services $ 22,740 Operations and Maintenance 101,030 Debt Service 68,270 Transfer Out 30,720 Total Expenditures Budget 222,760 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 128,590 Anticipated Prior Year Delinquencies Collection 2,300 Subtotal - Taxes 130,890 Other Revenues 2,770 Transfers In 89,100 Total Revenues Budget 222,760 Contribution to/(Use of) Fund Balance $ - Total District EBU Count 3,898.00 Actual Assessment per EBU $ 33.32 Maximum Allowable Assement per EBU $ 33.32 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #17 Page 450 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. 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #17 Page 451 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. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements, the installation of LED street lighting, 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #17 Page 452 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 the improvements, to the zones within the 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. 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 Highland Ave on the south, Day Creek Channel on the west and City limits on the east and north. 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 street lights, traffic signals and appurtenant facilities throughout the District. The maintenance and servicing includes, but is not limited to, furnishing electric current for public lighting facilities including street lights and traffic signals, and associated appurtenant facilities. Services include personnel, materials, contracting services, utilities, and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in operational and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, in order to lower expenses of the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation of LED street lighting specially benefiting the properties within the District has been added to the improvements. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #17 Page 453 Map of Improvements The following page shows the map of street light and traffic signal improvements to be maintained using District funds. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #17 Page 454 A M =O Ln Z = o 1a � t ,Y3 Mui L LU = 0 U o 00 t U u Z ! \ 0) 1 C v I nd ti.iay Ln C I \ o 00 00 ••'� •• i •r • • i • • .••� J I : Oc •pil )poling uewpJeM ,ti• � • . I } 1 1 1 : ♦ I nd;se3 c 3 m J}...,•.; . . .�•.. nd epuem'43 000 4%IJ y s I p i• • h� � j •fir s � �• �'••• j 4,00 000 p � •• • •` 1 axppy$x�€B$ 1 � gFq 1 � %• M • 1 Y Ou------------ --- --- �"e a UO zz Z3 Qg EOOg '°uc� Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #17 Page 455 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Debt Service: Interest Expense 9,750 Principal Repayments 58,520 Subtotal - Debt Service 68,270 Transfer Out - General Street Lights Fund 30,720 Total Expenditures Budget $ 222,760 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #17 Page 456 Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 15,360 Fringe Benefits 7,380 Subtotal - Personnel 22,740 Operations and Maintenance: Operations and Maintenance: Training 180 Membership Dues 50 O & M/General 4,940 Contract Services 5,630 Subtotal - Operations and Maintenance 10,800 Utilities: Electric Utilities 66,090 Assessment Administration 20,370 Admin./General Overhead 3,770 Subtotal - Operations and Maintenance 101,030 Debt Service: Interest Expense 9,750 Principal Repayments 58,520 Subtotal - Debt Service 68,270 Transfer Out - General Street Lights Fund 30,720 Total Expenditures Budget $ 222,760 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #17 Page 456 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 128,590 Anticipated Prior Year Delinquencies Collection 2,300 Subtotal - Taxes 130,890 Other Revenues: Interest Earnings 2,770 Transfer In: Transfer In - General Fund 89,100 Total Revenues Budget 222,760 Contribution to/(Use of) Fund Balance $ - Total Gross Estimated Assessments $ 129,881.36 Total District EBU Count 3,898.00 Actual Assessment per EBU - Fiscal Year 2020/21 $ 33.32 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 33.32 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 EDU 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 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 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 Reserve Fund Balance, June 30, 2020 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 Estimated Reserve Fund Balance, June 30, 2021 Operating Reserve $ 153,332 $ 153,332 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #17 Page 457 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. 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 central services departments 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 District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #17 Page 458 METHOD OF ASSESSMENT Overview 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 public lighting facilities, including traffic signals. 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]. Section 22547 of 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". 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. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #17 Page 459 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, safety, 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 for safe vehicular and pedestrian access for properties within the District, and • providing beautification 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 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. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the district that are not being assessed. 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. When the District was formed, 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 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #17 Page 460 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 Fiscal Year 1996/97. 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 Dwelling Unit ("EDU") method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one Equivalent Dwelling Unit (EDU). Every other land -use is converted to EDUs 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 EDU assignment. Land -Use Equivalent Dwelling Units Property Type (County Use Code) EBU Value Multiplier Single Family Residential 1.00 Parcel Multi -Family Residential 0.50 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 EDU 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 EDU 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 2020/21 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #17 Page 461 Maximum Allowable Actual Assessment Rate Asessment Total Property Type (County Use Code) per EBU Rate per EBU Units/Acres Total EBUs Single Family Residential $33.32 $33.32 3,898.00 3,898.00 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #17 Page 461 The total amount of maintenance and incidental costs for maintaining the street lights and traffic signals 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. 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 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. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #17 Page 462 (an � CD -o 49 O Z r U> Q +-+ w U s r O L G ____�_ '' u u Z 1 O = ■ U � 1 C1 0 = '�+ my epuenmg3 s ■ OC � J j 41 �aaJ� e� .......owl .i. i.i. i.` NAy J@ISay:)ob LA _1 = i ny ua�!II!W +- ■ i ■ i ny uaneH - ny esowlaH ■ i Ad Pleq!4»d nd uew a II H i ■ i ■ 4S uellaweD i ■ 0< k v V Zv V V) M ny rn '0i Ad 15e3 v� i ny epuemQ3 ny aa�say:)ob ny uaN!II!W ny uaneH ny esowJaH AV pleq!4:)jd Street Lighting Maintenance District No. 7 - City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #17 Page 463 49 E J I� = U Ln 0 l�•y OC of ■ W LA _1 = C� L 0 O lL Q Ad 15e3 v� i ny epuemQ3 ny aa�say:)ob ny uaN!II!W ny uaneH ny esowJaH AV pleq!4:)jd Street Lighting Maintenance District No. 7 - City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #17 Page 463 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #17 Page 464 Actual Assessment Total Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Assessment Single Family Residential $33.32 3,898.00 3,898.00 $129,881.36 Totals 3,898.001 3,898.001 $129,881.36 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #17 Page 464 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Street Lighting Maintenance District No. 8 (South Etiwanda) Page 465 CITY OF RANCHO CUCAMONGA STREET LIGHTING MAINTENANCE DISTRICT NO. 8 (SOUTH ETIWANDA) 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 466 TABLE OF CONTENTS ENGINEER'S LETTER 1 INTRODUCTION 3 Reason for Assessment 3 Process for Annual Assessment 3 PLANS AND SPECIFICATIONS 4 Description of the Boundaries of the District 4 Description of Improvements and Services 4 Map of Improvements 5 ESTIMATE OF COSTS 7 District Budget 7 Definitions of Budget Items 9 METHOD OF ASSESSMENT 10 Overview 10 Special Benefit 11 General Benefit 11 Method of Assessment Spread 11 ASSESSMENT DIAGRAM 13 ASSESSMENT ROLL AND ANNEXATIONS 15 Assessment Roll 15 Annexations 15 Page 467 ENGINEER'S LETTER WHEREAS, on June 17, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 20-xxx, a Resolution Initiating Proceedings for the Levy of Annual Assessments for Street Light Maintenance District No. 8 (South Etiwanda) (the "District"); and WHEREAS, the Resolution Initiating Proceedings directed the City Engineer to prepare and file an Annual Engineer's Report for Fiscal Year 2020/21 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 of 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 for the acquisition of street lights, the installation of Light Emitting Diode (LED) street lighting, and 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. Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #18 Page 468 Fiscal Year 2020/21 Budget Expenditures Personnel Services $ 29,100 Operations and Maintenance 42,840 Debt Service 17,990 Transfer Out 10,820 Total Expenditures Budget 100,750 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 70,490 Anticipated Prior Year Delinquencies Collection 740 Subtotal - Taxes 71,230 Other Revenues 41,170 Total Revenues Budget 112,400 Contribution to/(Use of) Fund Balance $ 11,650 Total District EBU Count 2,326.78 Actual Assessment per EBU $ 30.60 Maximum Allowable Assement per EBU $ 193.75 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #18 Page 468 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. 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 entirety of the maintenance costs of the improvements; b. No assessment has been imposed on any Specially Benefited 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, I certify that the Annual Engineer's Report and Assessment Diagram included 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. Jason C. Welday, Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #18 Page 469 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. Servicing means the furnishing of electricity, gas or other illuminating energy for the lighting or appurtenant facilities. This shall also include material, vehicle, equipment, capital improvements, the installation of LED street lighting, 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 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 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 District by its distinctive designation and indicate the general location of the District. • Refers to the Engineer's Report, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the 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 City 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 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. Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #18 Page 470 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 the improvements, to the zones within the 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. 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 South Etiwanda, which is generally bounded by Etiwanda Ave on the west, Highland Ave on the north and Foothill Blvd on the south. The southern portion of the District is bounded by East Ave on the east and the northern portion of the District is bounded by the 1-15 Freeway on the east. 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 street lights, traffic signals and appurtenant facilities throughout the District. The maintenance and servicing includes, but is not limited to, furnishing electric current for public lighting facilities including street lights and traffic signals, and associated appurtenant facilities. Services include personnel, materials, contracting services, utilities, and all necessary costs associated with the maintenance, replacement and repair required to keep the improvements in operational and satisfactory condition. In addition, it is the City's intention to continue to use cost effective materials, in order to lower expenses of the District. In Fiscal Year 2017/18, the acquisition by the City of the street lights and installation of LED street lighting specially benefiting the properties within the District has been added to the improvements. Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #18 Page 471 Map of Improvements The following page shows the map of street light and traffic signal improvements to be maintained using District funds. Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #18 Page 472 M 00 " II opo O Z C F -- E00 3 -W W M3 Q !, O \.\ lJl1 V CD Cd C \ 0 C • • � 0000 % o, \ r 4j G! • • • • •� ti: \ Mf jse3 • • • • • : ---.. 4:000000 . 00 •00 S• .:-------�..� i. 0.0.00•L . '6••.ti. 0%0090 � Nth. ••• Z'". 00 0 • f: •,. ! ! • ; . . • . • . 0 00 0004%009? 0 0% % 0 ! • •: •f • 00 0000•; 0 0 • • : i •.•t �•0 •-0 •!•_ : • : • :.- ! i t ` • ! • st 0 .• • % . t nd epuemiU m r� "i ! b 66 Y a� r�hM VOW N L YCS p E� m U9 a Z�"8 a bbe -�Qe y° Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #18 Page 473 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 District levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year. District Budget Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 19,660 Fringe Benefits 9,440 Subtotal - Personnel 29,100 Operations and Maintenance: Operations and Maintenance: Training 180 Membership Dues 40 O & M/General 4,940 Contract Services 1,980 Subtotal - Operations and Maintenance 7,140 Utilities: Electric Utilities 22,490 Assessment Administration 8,290 Adm in./General Overhead 4,920 Subtotal - Operations and Maintenance 42,840 Debt Service: Interest Expense 2,570 Principal Repayments 15,420 Subtotal - Debt Service 17,990 Transfer Out - General City Street Lights Fund 10,820 Total Expenditures Budget $ 100,750 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #18 Page 474 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 70,490 Anticipated Prior Year Delinquencies Collection 740 Subtotal - Taxes 71,230 Other Revenues: Interest Earnings 41,170 Total Revenues Budget 112,400 Contribution to/(Use of) Fund Balance $ 11,650 Total Gross Estimated Assessments $ 71,199.46 Total District EBU Count 2,326.78 Actual Assessment per EBU - Fiscal Year 2020/21 $ 30.60 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 193.75 The maximum allowable assessment per Equivalent Benefit Unit (EBU) listed in the District budget above, is the amount which was approved in Fiscal Year 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 total amount of funds needed to maintain 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 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 2,104,835 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 11,650 Estimated Reserve Fund Balance, June 30, 2021 $ 2,116,485 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #18 Page 475 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. Operations and Maintenance: This item includes the costs of City staff to perform maintenance duties within the boundaries of the District. Utilities: This item includes the costs to furnish electricity and telephone services, as required, for the operation and maintenance of the street lights, traffic signals, and appurtenant facilities throughout the District. 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 central services departments 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 District within the City's administrative structure. Capital Outlay: This item includes new improvements to further enhance the level and quality of service provided within the boundaries of the District. This may include installation of safety lights and other large improvements. Debt Service: This item includes the repayment of interest and principal to the City Capital Reserve Fund for the acquisition of street lights and installation of LED street lighting within the District. Transfer Out - General City Street Lights Fund: This item includes the cost for the replacement and installation of District owned street lights. These costs are incurred in the General City Street Lights Fund and reimbursed by the District. Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings and Developer Energizing Fees. Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #18 Page 476 METHOD OF ASSESSMENT Overview 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 public lighting facilities, including traffic signals. 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]. Section 22547 of 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". 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. Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 10 Fiscal Year 2020/21 ATTACHMENT #18 Page 477 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, safety, 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 for safe vehicular and pedestrian access for properties within the District, and • providing beautification 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. General Benefit In addition to the special benefits received by parcels within the District, there are derivative general benefits that are conferred on parcels outside the boundaries of the District which include: • the safety and visual enhancement of the area to persons or vehicles that may travel through the District However, it has been determined that these benefits are derivative and do not provide a direct benefit to parcels outside of the district that are not being assessed. 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. When the District was formed, 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 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 11 Fiscal Year 2020/21 ATTACHMENT #18 Page 478 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 Fiscal Year 1996/97. 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 EBU method of apportionment uses the single-family home as the basic unit of assessment. A single-family home equals one 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 Parcel Multi -Family Residential 1.00 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 2020/21 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #18 Page 479 Maximum Allowable Actual Assessment Asessment Rate Total Property Type (County Use Code) Rate per EBU per EBU Units/Acres Total EBUs Single Family Residential $193.75 $30.60 1,206.00 1,206.00 Multi -Family Residential 193.75 30.60 1,057.00 1,057.00 Non -Residential 193.75 30.60 31.89 63.78 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 12 Fiscal Year 2020/21 ATTACHMENT #18 Page 479 The total amount of maintenance and incidental costs for maintaining the street lights and traffic signals 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. 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 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. Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 13 Fiscal Year 2020/21 ATTACHMENT #18 Page 480 M 00 ^ = O O Z M u •3 > LV ¢ E V s o _3 00 O *' 3:ny AuagD u - s d1 ■..... u u _ o = C � oc p1 IG R a, m 4-1 41 ■ ■ to y,. ) O ■ �, 3 o U ...; ny 3,se3 v� = my epuenm43 ny epuemq s � .p1 J j +' 18 IaaaD ea ny Ja),.say:)ob ny Ja),.Sayaob i ny u91!11!W j"""' AV ua�!II!W i i i ny uaneH - ny uaneH i i ny esowaaH _ ■ ny esowjaH i ny pleq!y»y : ny PIeq!4asd i ny uewllaH ny uewllaH •'o LO ny PjeAau!A ; bE IS ue!!aweD ;Ell a -`I �~b ■ _ ny anoagell �...... 00 y1.1.1 i.�.�•`N ti VI O Q G�FE '� r i LL d C o N Q9 0 �ggep+�+ O _ Vg _ CO g1111E �4d8Bit E �,. CCU Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 14 Fiscal Year 2020/21 ATTACHMENT #18 Page 481 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2020/21 apportioned to each lot or parcel, as shown on the last equalized roll of the Assessor of the County of San Bernardino. The following table summarizes the Fiscal Year 2020/21 actual assessments for the District: Property Type (County Use Code) Actual Assessment Rate per EBU Total Units/Acres Total EBUs Total Assessment Single Family Residential $30.60 1,206.00 1,206.00 $36,903.60 Multi -Family Residential 30.60 1,057.00 1,057.001 32,344.20 Non -Residential 30.60 31.89 63.78 1,951.66 Totals 1 1 2,294.89 2,326.78 $71,199.46 A copy of the full assessment roll is available for review in the City Clerk's office. Annexations There were no effective annexations for Fiscal Year 2020/21. Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 15 Fiscal Year 2020/21 ATTACHMENT #18 Page 482 Preliminary Annual Engineer's Report Fiscal Year 2020/21 City of Rancho Cucamonga Parks and Recreation Improvement District No. PD -85 Jason C. Welday, Director of Engineering Services/City Engineer Page 483 CITY OF RANCHO CUCAMONGA PARKS AND RECREATION IMPROVEMENT DISTRICT NO. PD -85 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Phone: 909.477.2700 Fax: 909.477.2849 CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tem Ryan A. Hutchison, Council Member Kristine D. Scott, Council Member Sam Spagnolo, Council Member CITY STAFF John R. Gillison, City Manager Lori E. Sassoon, Deputy City Manager/Administrative Services Jason C. Welday, Director of Engineering Services/City Engineer William Wittkopf, Public Works Director Tamara L. Layne, Finance Director Page 484 TABLE OF CONTENTS AUTHORITY FOR REPORT FINDINGS DISTRICT ANALYSIS ESTIMATE OF WORK District Budget Definitions of Budget Items METHOD OF SPREAD Annexations Boundary Map 2 3 3 5 6 8 8 Page 485 AUTHORITY FOR REPORT This report for the Fiscal Year 2020/21 is prepared pursuant to the order of the City Council of the City of Rancho Cucamonga (the "City") and in compliance with the requirements of Article 4, Chapter 1, Landscape and Lighting Act of 1972 (the "1972 Act"), being Division 15, Section 22500 of the Streets and Highways code. Provisions for this annual assessment are included in Chapter 3 of the 1972 Act. 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 (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 of the 1972 Act, 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 XIII A. Properties owned by public agencies, such as a city, county, state, or the Federal government, are 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 Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 1 Fiscal Year 2020/21 ATTACHMENT #19 Page 486 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 and 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: 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. Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 2 Fiscal Year 2020/21 ATTACHMENT #19 Page 487 ESTIMATE OF WORK The 1972 Act 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. District Budget Fiscal Year 2020/21 Budget Expenditures Personnel Services: Regular Salaries $ 147,710 Overtime Salaries 3,680 Fringe Benefits 70,970 Subtotal - Personnel 222,360 Operations and Maintenance: Operations and Maintenance: O & M/General 51,410 O & M/Facilities 2,500 Emergency Equipment and Vehicle Rental 8,500 Equipment Operations and Maintenance 1,000 Subtotal - Operations and Maintenance 63,410 Contract Services: Contract Services/General 292,440 Contract Services/Facilities 13,000 Tree Maintenance 26,210 Subtotal - Contract Services 331,650 Utilities: Telephone Utilities 4,500 Water Utilities 186,070 Electric Utilities 136,650 Subtotal - Utilities 327,220 Assessment Administration 144,590 Adm in./General Overhead 54,660 Other Expenses 2,960 Subtotal - Operations and Maintenance 924,490 Capital Expenditures: Captial Project 100,000 Transfers Out: Transfers Out - PD -85 Capital Reserve Fund 116,800 Total Expenditures Budget $ 1,363,650 Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 3 Fiscal Year 2020/21 ATTACHMENT #19 Page 488 Fiscal Year 2020/21 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 1,147,930 Anticipated Prior Year Delinquencies Collection 14,570 Subtotal - Taxes 1,162,500 Other Revenues: Interest Earnings 45,510 Other Rental/Lease Income 122,790 Park Maintenance Fees 4,800 Sports Field User Group Rentals 150 Sports Lighting Fees 17,400 Other Revenue 500 Subtotal - Other Revenues: 191,150 Transfer In: Transfer In - General Fund 72,170 Transfer In - PD -85 Operating Fund 116,800 Transfer In - CFD Empire Lakes 2,170 Subtotal - Transfer In: 191,140 Total Revenues Budget Contribution to/(Use of) Fund Balance 1,544,790 $ 181,140 Total Gross Estimated Assessments $ 1,159,090.00 Total District EBU Count 37,390.00 Actual Assessment per EBU - Fiscal Year 2020/21 $ 31.00 Maximum Allowable Assement per EBU - Fiscal Year 2020/21 $ 31.00 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 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 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 of San Bernardino, whichever is later. Beginning with Fiscal Year 2016/17, the City will maintain a Capital Reserve to be used for deferred maintenance and pending capital projects. Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 4 Fiscal Year 2020/21 ATTACHMENT #19 Page 489 The reserve balance information for the District is as follows: Operating Capital Total Reserve Reserve Reserve Estimated Reserve Fund Balance, June 30, 2020 $ 2,167,564 $ 325,882 $ 2,493,446 Contribution to/(Use of) Reserve - Fiscal Year 2020/21 96,480 84,660 181,140 Estimated Reserve Fund Balance, June 30, 2021 $ 2,264,044 $ 410,542 $ 2,674,586 Definitions of Budget Items The following definitions describe the costs and expenses included in the District Budget: Personnel Services: This item includes the costs attributed to the salaries of all full-time and part-time employees dedicated to maintenance of the District improvements. Additionally, this includes benefits available to City employees. 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. Utilities: This item includes the costs to furnish electricity, water, and telephone services, as required, for the operation and maintenance of the sprinklers and irrigation controllers in the District. Assessment Administration: This item includes the cost of all particular departments and staff of the City, as well as 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 central services departments 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 District within the City's administrative structure. Capital Outlay: 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. Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 5 Fiscal Year 2020/21 ATTACHMENT #19 Page 490 Other Revenues: This includes other revenues that are not levied through the annual assessments that support the District operations. These other revenues may include: interest earnings, other rental/lease income (cell site tower leases), Park Maintenance Fees, Sports Field User Group Rentals, and parking permits (Metrolink Station paid parking). METHOD OF SPREAD The 1972 Act 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 Less than 1.5 Acres and 1.51 to 3.5 Acres and 3.51 to 7.0 Acres and 7.01 to 14.0 Acres and 14.01 to 25 Acres and 25.01 Acres and larger Dwelling Units/Parcel 1 or more dwelling units 2 or more dwelling units 4 or more dwelling units 8 or more dwelling units 15 or more dwelling units 26 or more dwelling units Category A is based on the number of existing residential units. Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 6 Fiscal Year 2020/21 ATTACHMENT #19 Page 491 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; 3. Railroad mainline right-of-ways; 4. Major utility transmission right-of-ways; 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 the Fiscal Year 2020/21, 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 the Fiscal Year 2020/21, 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. Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 7 Fiscal Year 2020/21 ATTACHMENT #19 Page 492 Annexations There were no effective annexations for Fiscal Year 2020/21. 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 of San Bernardino, at the time this report was prepared, and are incorporated by reference herein and made part of this Engineer's Report. Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 8 Fiscal Year 2020/21 ATTACHMENT #19 Page 493 MLn a) co Y L oar E a 0 3 Z= Q V t _ 3 O 'i >E v n >E _ O O 4J = -i �- E i U 0 iE m , i z a imy epuem.Q3 L i i 19 maajj ed M Ay aaBa430b L a Ay uaM!II!W +-.■ ......... i Ay uaneH Ay esowaaH E ■ Ay pleq!4»`d i i Ay uewllaH i ;S uellawe:) Ay Ay 4se3 n i AT'Ay epueN►R3 Ay Ja),S@gDO' { Ay ua1!II!W Ay uaneH Ay esowiaH Ay pleq!4»`d •`N Ay uewllaH . N 111 13 Ay pa eAau'A a b C00V)d 9 ipe €•� $$ b Y$#a1i'i- b� Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #19 Page 494 N N 49 E CP Ln a C2 = V o o V O Za m c - J — oc J �■�� CD 0 c� LQ Q `- Ay 4se3 n i AT'Ay epueN►R3 Ay Ja),S@gDO' { Ay ua1!II!W Ay uaneH Ay esowiaH Ay pleq!4»`d •`N Ay uewllaH . N 111 13 Ay pa eAau'A a b C00V)d 9 ipe €•� $$ b Y$#a1i'i- b� Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #19 Page 494 Ln a C2 LL o V O Za c - Ay 4se3 n i AT'Ay epueN►R3 Ay Ja),S@gDO' { Ay ua1!II!W Ay uaneH Ay esowiaH Ay pleq!4»`d •`N Ay uewllaH . N 111 13 Ay pa eAau'A a b C00V)d 9 ipe €•� $$ b Y$#a1i'i- b� Park and Recreation Improvement District No. PD -85 — City of Rancho Cucamonga 9 Fiscal Year 2020/21 ATTACHMENT #19 Page 494 RESOLUTION NO. 20 -XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE PREPARATION OF ANNUAL ENGINEER'S REPORTS PURSUANT TO THE PROVISIONS OF THE ASSESSMENT LAW FOR PROCEEDINGS FOR THE ANNUAL ASSESSMENT LEVY WITHIN LANDSCAPE MAINTENANCE DISTRICTS NOS. 1, 2, 3113, 4-R, 5, 6-R, 7, 8, 9 AND 10, INCLUSIVE, FOR FISCAL YEAR 2020/21 WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously undertaken proceedings to form and has formed certain maintenance districts pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972", being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act"), known and designated as Landscape Maintenance Districts Nos. 1, 2, 3B, 4-R, 5, 6-R, 7, 8, 9 and 10, inclusive (each, a "District" and collectively, the "Districts"); and WHEREAS, at this time the City Council desires to initiate proceedings pursuant to Chapter 3 of the 1972 Act to provide for the annual levy of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance and servicing of improvements within the Districts; and WHEREAS, the proceedings for the annual levy of assessments shall relate to the fiscal year commencing July 1, 2020 and ending June 30, 2021 ("Fiscal Year 2020/21"). NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. New Improvements or Substantial Changes in Existing Improvements. No new improvements are proposed to be added to the improvements to be maintained or serviced and no substantial changes in the existing improvements are proposed to be made for Fiscal Year 2020/21. SECTION 3. Annual Engineer's Reports. The City Engineer is hereby ordered to prepare and file with this City Council an Annual Engineer's Report for each District relating to such annual assessment and levy in such District in accordance with the provisions of 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"). SECTION 4. Filing of the Annual Engineer's Reports. Upon completion, the Annual Engineer's Report for each District shall be filed with the City Clerk, who shall then submit the same to this City Council for its consideration pursuant to the Assessment Law. PASSED, APPROVED, AND ADOPTED this _ day of _ 2020. Resolution No. 20 -XXX — Page 1 of 1 ATTACHMENT #20 Page 495 RESOLUTION NO. 20 -XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE PRELIMINARY ANNUAL ENGINEER'S REPORTS FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN LANDSCAPE MAINTENANCE DISTRICTS NOS. 1, 2, 3113, 4-R, 5, 6-R, 7, 8, 9 AND 10, INCLUSIVE, FOR FISCAL YEAR 2020/21 WHEREAS, the City Council of the City of Rancho Cucamonga, California, pursuant to the provisions of Division 15, Part 2 of the Streets and Highways Code of the State of California (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"), did, by previous Resolution, order the preparation of a separate report for the annual levy of assessments for Fiscal Year 2020/21 (each, an "Annual Engineer's Report") in certain maintenance assessment districts known and designated as Landscape Maintenance Districts Nos. 1, 2, 3B, 4-R, 5, 6-R, 7, 8, 9 and 10, inclusive (each, a "District" and collectively, the "Districts"); and WHEREAS, there has now been presented to this City Council a separate Annual Engineer's Report for each District as required by the Assessment Law and as previously directed by Resolution; and WHEREAS, this City Council has now examined and reviewed each Annual Engineer's Report as presented, and is satisfied with each and all of the items and documents as set forth in each such report, and is satisfied that the assessments, on a preliminary basis, have been allocated within each District in accordance with the special benefits received from the improvements to be maintained and serviced, as set forth in the applicable Annual Engineer's Report. WHEREAS, the annual assessments for Fiscal Year 2020/21 proposed to be levied within each District as set forth in the applicable 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 2020/21 within such District are not deemed to be "increased" over the maximum authorized annual assessments. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Annual Engineer's Reports. The Annual Engineer's Report for each District as presented, consisting of the following: A. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained and serviced and the extent of such maintenance; B. An estimate of the cost of the maintenance of the improvements for the District for Fiscal Year 2020/21; C. A diagram for such District, showing the area and properties proposed to be assessed; D. An annual assessment for Fiscal Year 2020/21 of the estimated costs of the maintenance and servicing of those improvements to be maintained and serviced during such Fiscal Resolution No. 20 -XXX — Page 1 of 2 ATTACHMENT #21 Page 496 Year, assessing the net amount upon all assessable lots and/or parcels within such District in proportion to the special benefits received is hereby approved on a preliminary basis and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open for public inspection; SECTION 3. The City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Annual Engineer's Reports. PASSED, APPROVED, AND ADOPTED this _day of 2020. Resolution No. 20 -XXX — Page 2 of 2 ATTACHMENT #21 Page 497 RESOLUTION NO. 20 -XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2020/21 IN LANDSCAPE MAINTENANCE DISTRICTS NOS. 1, 2, 313, 4-R, 5, 6-R, 7, 8, 9 AND 10, INCLUSIVE, AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously formed certain maintenance districts and authorized the levy of assessments therein pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act") in what are known and designated as Landscape Maintenance Districts Nos. 1, 2, 3B, 4-R, 5, 6-R, 7, 8, 9 and 10, inclusive (each a "District" and collectively, the "Districts"); and WHEREAS, this City Council has initiated proceedings to provide for the annual levy of assessments for Fiscal Year 2020/21, to finance the costs and expenses necessary for continued maintenance and servicing of improvements within each District; and WHEREAS, at this time, there has been presented and approved by this City Council, a separate report for each District identified by the distinctive designation of such District and entitled "Fiscal Year 2020/21 Annual Engineer's Report" (each, an "Annual Engineer's Report" and collectively, the "Annual Engineer's Reports") 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 this City Council desires to conduct the proceedings to authorize the levy of the annual assessments within each District; and WHEREAS, the annual assessments for Fiscal Year 2020/21 proposed to be levied within each District as set forth in the applicable 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 2020/21 within such District are not deemed to be "increased" over the maximum authorized annual assessments. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Improvements and Maintenance and Servicing Thereof. The public interest and convenience requires the City Council, and it is the intention of this City Council, to undertake proceedings for the annual levy and collection of assessments within each District for the continual maintenance and servicing of the improvements authorized to be maintained and serviced within each such District. The improvements include, but are not limited to, turf, ground cover, planter beds, shrubs, plants and trees, landscape lighting, irrigation systems, electrical energy for irrigation controllers, hardscapes, entry signs, sound walls, and all associated appurtenant facilities. A description of the specific improvements to be maintained and serviced within each District is set forth in Appendix A attached hereto and incorporated herein by this reference. Resolution No. 20 -XXX — Page 1 of 5 ATTACHMENT #22 Page 498 "Maintenance" may include the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including: (a) repair, removal, or replacement of all or any part of any improvement; (b) providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; (c) the removal of trimmings, rubbish, debris, and other solid waste; AND (d) the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. "Service" may include the furnishing of: (a) electric current or energy, gas, or other illuminating agent for the lighting or operation of any improvements; and, (b) water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. Reference is made to the applicable Annual Engineer's Report for further information regarding the improvements to be maintained and serviced for each District and the scope of such maintenance and service. SECTION 3. Annual Engineer's Reports. The Annual Engineer's Reports regarding the annual levy for each District for Fiscal Year 2020/21 have been preliminarily approved and directed to be filed in the Office of the City Clerk. Reference is made to the applicable such report for each District for a full and detailed description of the improvements to be maintained and serviced, the boundaries of such District and any zones therein, and the proposed assessments upon assessable lots and parcels of land within such District. SECTION 4. Assessment. The public interest and convenience requires, and it is the intention of this City Council to order, the annual levy of assessments for each District as set forth and described in the applicable Annual Engineer's Report, and further it is determined to be in the best public interest and convenience to levy and collect annual assessments to pay the costs and expenses of such maintenance and service as estimated in such Annual Engineer's Report. SECTION 5. Boundaries of Districts. The proposed maintenance and service work as described in the Annual Engineer's Report for each District is, in the opinion of this City Council, of special benefit to the properties within the boundaries of such District, and this City Council makes the costs and expenses of such maintenance and service chargeable upon each such District, which District said City Council hereby declares to be the District specially benefited by such maintenance and service, and to be further assessed pursuant to the Assessment Law to pay the costs and expenses thereof. Each such District shall include each and every parcel of land within the boundaries thereof; as such District is shown on a map or maps as approved by this City Council and on file in the Office of the City Clerk, and so designated by the name of such District. SECTION 6. Public Hearing. Notice is hereby given that a public hearing will be held the 15th day of July, 2020 at the hour of 7:00 p.m. or as soon thereafter as the matter may be heard, in the regular meeting of the City Council, being in the Council Chambers located at 10500 Civic Center Drive, Rancho Cucamonga, California, which is the time and place fixed by this City Council for the hearing of protests or objections in reference to the annual levy of assessments, to the extent of the maintenance, by any interested person and any other matters contained in this resolution. Any persons who wish to object to the proceedings for the annual levy should file a written protest with the City Clerk prior to the time set and scheduled for said public hearing. SECTION 7. For Information Regarding Proceedings. For any and all information relating to the proceedings, protest procedure, any documentation and/or information of a procedural or technical nature, your attention is directed to the below listed person at the City: Resolution No. 20 -XXX — Page 2 of 5 ATTACHMENT #22 Page 499 Tamara Layne Finance Director City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 (909) 774-2430 SECTION 8. Notice. The City Clerk is hereby authorized and directed to publish, pursuant to Government Code Section 6061, a copy of this Resolution in the Inland Valley Daily Bulletin, a newspaper of general circulation within said City, said publication shall be made one time and not less than ten (10) days before the date set for the Public Hearing. PASSED, APPROVED, AND ADOPTED this _ day of 2020. Resolution No. 20 -XXX — Page 3 of 5 ATTACHMENT #22 Page 500 Appendix A Descriptions of Improvements This Appendix A contains general descriptions of the improvements to be maintained and serviced within each of the Districts. Please refer to the Annual Engineer's Report for a full and complete description of the maintenance and service to be provided for each District. Landscape Maintenance District No. 1 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Entry Monuments Community Trails Parks: Bear Gulch Park, East and West Beryl Parks, Old Town Park, Church Street Park, Golden Oaks Park, Hermosa Park, and Don Tiburcio Tapia Park (undeveloped) Landscape Maintenance District No. 2 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Entry Monuments Parks: Ellena Park, Kenyon Park, Victoria Arbors Park, Victoria Groves Park, Vintage Park and Windrows Park Landscaae Maintenance District No. 3113 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Street Trees Entry Monuments Metrolink Landscape Maintenance District No. 4-R Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Parks: Spruce Park, Mountain View Park, Ralph M. Lewis Park, Coyote Canyon Park, Milliken Park and West Greenway Park Resolution No. 20 -XXX — Page 4 of 5 ATTACHMENT #22 Page 501 Landscape Maintenance District No. 5 Landscaping: Andover Park at Andover and Bedford (includes ground cover only) Landscape Maintenance District No. 6-R Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Community Trails Landscape Maintenance District No. 7 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Community Trails Parks: Etiwanda Creek Community Park Landscape Maintenance District No. 8 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Paseos Street Trees Community Trails Landscape Maintenance District No. 9 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Street Trees Parks: Garcia Park Landscape Maintenance District No. 10 Landscaping: Parkways (includes turf and ground cover) Median Islands (includes turf and ground cover) Street Trees Community Trails Parks: Day Creek Park Resolution No. 20 -XXX — Page 5 of 5 ATTACHMENT #22 Page 502 RESOLUTION NO. 20 -XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE PREPARATION OF ANNUAL ENGINEER'S REPORTS PURSUANT TO THE PROVISIONS OF THE ASSESSMENT LAW FOR PROCEEDINGS FOR THE ANNUAL ASSESSMENT LEVY WITHIN STREET LIGHTING MAINTENANCE DISTRICTS NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, INCLUSIVE, FOR FISCAL YEAR 2020/21 WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously undertaken proceedings to form and has formed certain maintenance districts pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972", being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act"), known and designated as Street Lighting Maintenance Districts Nos. 1, 2, 3, 4, 5, 6, 7 and 8, inclusive (each, a "District" and collectively, the "Districts"); and WHEREAS, at this time, the City Council desires to initiate proceedings pursuant to Chapter 3 of the 1972 Act to authorize the proposed new improvements and provide for the annual levy of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance and servicing of improvements within the Districts; and WHEREAS, the proceedings for the annual levy of assessments shall relate to the fiscal year commencing July 1, 2020 and ending June 30, 2021 ("Fiscal Year 2020/21"). NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. New Improvements or Substantial Changes in Existing Improvements. No new improvements are proposed to be added to the improvements to be maintained and serviced and no substantial changes in the existing improvements are proposed to be made for Fiscal Year 2020/21. SECTION 3. Annual Engineer's Reports. The City Engineer is hereby ordered to prepare and file with this City Council an Annual Engineer's Report for each District relating to such annual assessment and levy in such District in accordance with the provisions of Article 3 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"). SECTION 4. Filing of the Annual Engineer's Reports. Upon completion, the Annual Engineer's Report for each District shall be filed with the City Clerk, who shall then submit the same to this City Council for its consideration pursuant to the Assessment Law. PASSED, APPROVED, AND ADOPTED this day of 2020. Resolution No. 20 -XXX — Page 1 of 1 ATTACHMENT #23 Page 503 RESOLUTION NO. 20 -XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE PRELIMINARY ANNUAL ENGINEER'S REPORTS FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN STREET LIGHTING MAINTENANCE DISTRICTS NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, INCLUSIVE, FOR FISCAL YEAR 2020/21 WHEREAS, the City Council of the City of Rancho Cucamonga, California, pursuant to the provisions of Division 15, Part 2 of the Streets and Highways Code of the State of California (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"), did, by previous Resolution, order the preparation of a separate report for the annual levy of assessments for Fiscal Year 2020/21 (each, an "Annual Engineer's Report") in certain maintenance assessment districts known and designated as Street Lighting Maintenance Districts Nos. 1, 2, 3, 4, 5, 6, 7 and 8, inclusive (each, a "District" and collectively, the "Districts"); and WHEREAS, there has now been presented to this City Council a separate Annual Engineer's Report for each District as required by the Assessment Law and as previously directed by Resolution; and WHEREAS, this City Council has now examined and reviewed each Annual Engineer's Report as presented, and is satisfied with each and all of the items and documents as set forth in each report, and is satisfied that the assessments, on a preliminary basis, have been spread within each District in accordance with the special benefits received from the improvements to be maintained and serviced, as set forth in the applicable Annual Engineer's Report. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Annual Engineer's Reports. The Annual Engineer's Report for each District as presented, consisting of the following: A. Plans and specifications describing the general nature, location and extent of the improvements to be maintained and serviced and the extent of such maintenance; B. An estimate of the cost of the maintenance of the improvements for the District for Fiscal Year 2020/21; C. A diagram for such District, showing the area and properties proposed to be assessed; and D. An annual assessment for Fiscal Year 2020/21 of the estimated costs of the maintenance and servicing of those improvements to be maintained and serviced during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within such District in proportion to the special benefits received is hereby approved on a preliminary basis and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. SECTION 3. The City Clerk shall certify to the passage and adoption of this Resolution, and the Resolution No. 20 -XXX — Page 1 of 2 ATTACHMENT #24 Page 504 minutes of this meeting shall so reflect the presentation of the Annual Engineer's Reports. PASSED, APPROVED, AND ADOPTED this day of 2020. Resolution No. 20 -XXX — Page 2 of 2 ATTACHMENT #24 Page 505 RESOLUTION NO. 20 -XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2020/21 IN STREET LIGHTING MAINTENANCE DISTRICTS NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, INCLUSIVE, AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously formed certain maintenance districts and authorized the levy of assessments therein pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act") in what are known and designated as Street Lighting Maintenance Districts Nos. 1, 2, 3, 4, 5, 6, 7 and 8, inclusive (each a "District" and collectively, the "Districts"); and WHEREAS, this City Council has initiated proceedings to provide for the annual levy of assessments for Fiscal Year 2020/21, to finance the costs and expenses necessary for continued maintenance and servicing of improvements within each District; and WHEREAS, at this time, there has been presented and approved by this City Council, a separate report for each District identified by the distinctive designation of such District and entitled "Fiscal Year 2020/21 Annual Engineer's Report" (each, an "Annual Engineer's Report" and collectively, the "Annual Engineer's Reports") 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 this City Council desires to conduct the proceedings to authorize the levy of the annual assessments within each District; and WHEREAS, the annual assessments for Fiscal Year 2020/21 proposed to be levied within each District as set forth in the applicable Annual Levy 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 2020/21 within such District are not deemed to be "increased" over the maximum authorized annual assessments. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Improvements and Maintenance and Servicing Thereof. The public interest and convenience requires the City Council, and it is the intention of this City Council, to undertake proceedings for the annual levy and collection of assessments within each District for the continual maintenance and servicing of the improvements authorized to be maintained and serviced within each such District. The improvements include, but are not limited to, street lights, traffic signals and appurtenant facilities related thereto. A description of the specific improvements to be acquired, maintained and serviced within each District is set forth in Appendix A attached hereto and incorporated herein by this reference. Resolution No. 20 -XXX — Page 1 of 4 ATTACHMENT #25 Page 506 The maintenance of the improvements includes the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement. Service includes the furnishing of electric current or energy, gas, or other illuminating agent for any improvement. Reference is made to the applicable Annual Engineer's Report for further information regarding the improvements to be acquired, maintained and serviced for each District and the scope of such maintenance and service. SECTION 3. Annual Engineer's Reports. The Annual Engineer's Reports regarding the annual levy for each District for Fiscal Year 2020/21 have been preliminarily approved and directed to be filed in the Office the City Clerk. Reference is made to the applicable such report for each District for a full and detailed description of the improvements to be maintained and serviced, the boundaries of such District and any zones therein, and the proposed assessments upon assessable lots and parcels of land within such District. SECTION 4. Assessment. The public interest and convenience requires, and it is the intention of this City Council to order, the annual levy of assessments for each District as set forth and described in the applicable Annual Engineer's Report, and further it is determined to be in the best public interest and convenience to levy and collect annual assessments to pay the costs and expenses of such maintenance and service as estimated in such Annual Engineer's Report. SECTION 5. Boundaries of Districts. The proposed maintenance and service work as described in the Annual Engineer's Report for each District is, in the opinion of this City Council, of special benefit to the properties within the boundaries of such District, and this City Council makes the costs and expenses of such maintenance and service chargeable upon each such District, which District said City Council hereby declares to be the District specially benefited by such maintenance and service, and to be further assessed pursuant to the Assessment Law to pay the costs and expenses thereof. Each such District shall include each and every parcel of land within the boundaries thereof; as such District is shown on a map or maps as approved by this City Council and on file in the Office of the City Clerk, and so designated by the name of such District. SECTION 6. Public Hearing. Notice is hereby given that a public hearing will be held the 15th day of July, 2020 at the hour of 7:00 p.m. or as soon thereafter as the matter may be heard, in the regular meeting of the City Council, being in the Council Chambers located at 10500 Civic Center Drive, Rancho Cucamonga, California, which is the time and place fixed by this City Council for the hearing of protests or objections in reference to the annual levy of assessments, to the extent of the maintenance, by any interested person and any other matters contained in this resolution. Any persons who wish to object to the proceedings for the annual levy should file a written protest with the City Clerk prior to the time set and scheduled for said public hearing. SECTION 7. For Information Regarding Proceedings. For any and all information relating to the proceedings, protest procedure, any documentation and/or information of a procedural or technical nature, your attention is directed to the below listed person at the City: Tamara Layne Finance Director City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 (909) 774-2430 SECTION 8. Notice. The City Clerk is hereby authorized and directed to publish, pursuant to Government Code Section 6061, a copy of this Resolution in the Inland Valley Daily Bulletin, a newspaper Resolution No. 20 -XXX — Page 2 of 4 ATTACHMENT #25 Page 507 of general circulation within said City, said publication shall be made one time and not less than ten (10) days before the date set for the Public Hearing. PASSED, APPROVED, AND ADOPTED this day of 2020. Resolution No. 20 -XXX — Page 3 of 4 ATTACHMENT #25 Page 508 Appendix A Descriptions of Improvements This Appendix A contains general descriptions of the improvements to be maintained and serviced within each of the Districts. Please refer to the Annual Engineer's Report for a full and complete description of the maintenance and service to be provided for each District. Street Lighting Maintenance District No. 1 The installation/maintenance of street lights and traffic signals on arterial streets that are throughout the City. Street Liqhtinq Maintenance District No. 2 The installation/maintenance of street lights and traffic signals on local streets that are generally west of Haven Avenue. Street Liqhtinq Maintenance District No. 3 The installation/maintenance of street lights and traffic signals located within the Victoria Planned Community. Street Lighting Maintenance District No. 4 The installation/maintenance of street lights and traffic signals located within the Terra Vista Planned Community. Street Lighting Maintenance District No. 5 The installation/maintenance of street lights and traffic signals located within the Caryn Planned Community. Street Lightinq Maintenance District No. 6 The installation/maintenance of street lights and traffic signals located on commercial and industrial streets throughout the City but that are not within an existing local maintenance district. This area is located generally south of Foothill Boulevard. Street Lightinq Maintenance District No. 7 The installation/maintenance of street lights and traffic signals on local streets within this area of the City is known as "North Etiwanda". This area is located generally east of Day Creek Channel and north of Highland Avenue. Street Lightinq Maintenance District No. 8 The installation/maintenance of street lights and traffic signals on local streets within this area of the City is known as "South Etiwanda". This area is located generally east of Etiwanda Avenue, north of Foothill Boulevard and south of Highland Avenue. Resolution No. 20 -XXX — Page 4 of 4 ATTACHMENT #25 Page 509 RESOLUTION NO. 20 -XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, ORDERING THE PREPARATION OF THE ANNUAL ENGINEER'S REPORT PURSUANT TO THE PROVISIONS OF THE ASSESSMENT LAW FOR PROCEEDINGS FOR THE ANNUAL ASSESSMENT LEVY WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD -85 FOR FISCAL YEAR 2020/21 WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously undertaken proceedings to form and has formed that certain maintenance district pursuant to pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972", being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act"), known and designated as Park and Recreation Improvement District No. PD -85 (the "District"); and WHEREAS, at this time the City Council desires to initiate proceedings pursuant to Chapter 3 of the 1972 Act to provide for the annual levy of assessments for the next ensuing fiscal year to provide for the annual costs for maintenance and servicing of improvements within the District; and WHEREAS, the proceedings for the annual levy of assessments shall relate to the fiscal year commencing July 1, 2020 and ending June 30, 2021 ("Fiscal Year 2020/21"). NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. New Improvements or Substantial Changes in Existing Improvements. No new improvements are proposed to be added to the improvements to be maintained or serviced and no substantial changes in the existing improvements are proposed to be made for Fiscal Year 2020/21. SECTION 3. Annual Engineer's Report. The City Engineer is hereby ordered to prepare and file with this City Council an Annual Engineer's Report for the District relating to such annual assessment and levy in such District in accordance with the provisions of 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"). SECTION 4. Filing of the Annual Engineer's Report. Upon completion, the Annual Engineer's Report for the District shall be filed with the City Clerk, who shall then submit the same to this City Council for its consideration pursuant to the Assessment Law. PASSED, APPROVED, AND ADOPTED this day of 2020. Resolution No. 20 -XXX — Page 1 of 1 ATTACHMENT #26 Page 510 RESOLUTION NO. 20 -XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE PRELIMINARY ANNUAL ENGINEER'S REPORT FOR THE ANNUAL LEVY OF ASSESSMENTS WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD -85 FOR FISCAL YEAR 2020/21 WHEREAS, the City Council of the City of Rancho Cucamonga, California, pursuant to the provisions of Division 15, Part 2 of the Streets and Highways Code of the State of California (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"), did, by previous Resolution, order the preparation of a report for the annual levy of assessments for Fiscal Year 2020/21 (the "Annual Engineer's Report") in a certain maintenance assessment district known and designated as Park and Recreation Improvement District No. PD -85 (the "District"); and WHEREAS, there has now been presented to this City Council the Annual Engineer's Report for the District as required by the Assessment Law and as previously directed by Resolution; and WHEREAS, this City Council has now examined and reviewed the Annual Engineer's Report as presented, and is satisfied with each and all of the items and documents as set forth in such report, and is satisfied that the assessments, on a preliminary basis, have been allocated within the District in accordance with the special benefits received from the improvements to be maintained and serviced, as set forth in the Annual Engineer's Report. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Annual Engineer's Reports. The Annual Engineer's Report for the District as presented, consisting of the following: A. Plans and specifications describing the general nature, location and extent of the improvements to be maintained and serviced and the extent of such maintenance; B. An estimate of the cost of the maintenance of the improvements for the District for Fiscal Year 2020/21; C. A diagram for the District, showing the area and properties proposed to be assessed; and D. An annual assessment for Fiscal Year 2020/21 of the estimated costs of the maintenance and servicing of those improvements to be maintained and serviced during such Fiscal Year, assessing the net amount upon all assessable lots and/or parcels within such District in proportion to the special benefits received is hereby approved on a preliminary basis and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open for public inspection. SECTION 3. The City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of the Annual Engineer's Report. Resolution No. 20 -XXX — Page 1 of 2 ATTACHMENT #27 Page 511 PASSED, APPROVED, AND ADOPTED this day of 2020. Resolution No. 20 -XXX — Page 2 of 2 ATTACHMENT #27 Page 512 RESOLUTION NO. 20 -XXX RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DECLARING ITS INTENTION TO PROVIDE FOR THE ANNUAL LEVY AND COLLECTION OF ASSESSMENTS FOR FISCAL YEAR 2020/21 WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD -85 AND SETTING A TIME AND PLACE FOR A PUBLIC HEARING THEREON WHEREAS, the City Council of the City of Rancho Cucamonga, California, has previously formed that certain maintenance district and authorized the levy of assessments therein pursuant to the terms and provisions of the "Landscaping and Lighting Act of 1972," being Division 15, Part 2 of the Streets and Highways Code of the State of California (commencing with Section 22500) (the "1972 Act") in what is known and designated as Park and Recreation Improvement District No. PD -85 (the "District"); and WHEREAS, this City Council has initiated proceedings to provide for the annual levy of assessments for Fiscal Year 2020/21, to finance the costs and expenses necessary for continued maintenance and servicing of improvements within the District; and WHEREAS, at this time, there has been presented and approved by this City Council, a separate report for the District identified by the distinctive designation of such District and entitled "Fiscal Year 2020/21 Annual Engineer's Report" (the "Annual Engineer's Report") 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 this City Council desires to conduct the proceedings to authorize the levy of the annual assessments within the District; and WHEREAS, the annual assessments for Fiscal Year 2020/21 proposed to be levied within the District as set forth in the 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 2020/21 within such District are not deemed to be "increased" over the maximum authorized annual assessments. NOW, THEREFORE, by the City Council of the City of Rancho Cucamonga, as follows: SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Improvements and Maintenance and Servicing Thereof. The public interest and convenience requires the City Council, and it is the intention of this City Council, to undertake proceedings for the annual levy and collection of assessments within the District for the continued maintenance and servicing of the improvements authorized to be maintained and serviced within such District. "Maintenance" may include the furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including: (a) repair, removal, or replacement of all or any part of any improvement; (b) providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; (c) the removal of trimmings, rubbish, debris, and other solid waste; and, (d) the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. "Service" may include the furnishing of: (a) electric current or energy, gas, or other illuminating agent for the lighting or operation of any improvements; and, (b) water for the irrigation of any landscaping, the operation of any fountains, or the maintenance of any other improvements. Resolution No. 20 -XXX — Page 1 of 3 ATTACHMENT #28 Page 513 A description of the improvements to be maintained and the maintenance and services to be provided is set forth in Appendix A attached hereto and incorporated herein by this reference. SECTION 3. Annual Engineer's Report. The Annual Engineer's Report regarding the annual levy for the District for Fiscal Year 2020/21, has been preliminarily approved and directed to be filed in the office the City Clerk. Reference is made to such Report for the District for a full and detailed description of the improvements to be maintained and serviced, the boundaries of such District and any zones therein, and the proposed assessments upon assessable lots and parcels of land within such District. SECTION 4. Assessment. The public interest and convenience requires, and it is the intention of this City Council to order, the annual levy of assessments for the District as set forth and described in the Annual Engineer's Report, and further it is determined to be in the best public interest and convenience to levy and collect annual assessments to pay the costs and expenses of such maintenance and service as estimated in such Annual Engineer's Report. SECTION 5. Boundaries of District. The proposed maintenance and service work as described in the Annual Engineer's Report for the District is, in the opinion of this City Council, of special benefit to the properties within the boundaries of such District, and this City Council makes the costs and expenses of such maintenance and service chargeable upon such District, which District said City Council hereby declares to be the District specially benefited by such maintenance and service, and to be further assessed pursuant to the Assessment Law to pay the costs and expenses thereof. The District shall include each and every parcel of land within the boundaries thereof; as such District is shown on a map or maps as approved by this City Council and on file in the Office of the City Clerk, and so designated by the name of such District. SECTION 6. Public Hearing. Notice is hereby given that a public hearing will be held the 15th day of July, 2020, at the hour of 7:00 p.m. or as soon thereafter as the matter may be heard, in the regular meeting of the City Council, being in the Council Chambers located at 10500 Civic Center Drive, Rancho Cucamonga, California, which is the time and place fixed by this City Council for the hearing of protests or objections in reference to the annual levy of assessments, to the extent of the maintenance, by any interested person and any other matters contained in this resolution. Any persons who wish to object to the proceedings for the annual levy should file a written protest with the City Clerk prior to the time set and scheduled for said public hearing. SECTION 7. For Information Regarding Proceedings. For any and all information relating to the proceedings, protest procedure, any documentation and/or information of a procedural or technical nature, your attention is directed to the below listed person at the City: Tamara Layne Finance Director City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 (909) 774-2430 SECTION 8. Notice. The City Clerk is hereby authorized and directed to publish, pursuant to Government Code Section 6061, a copy of this Resolution in the Inland Valley Daily Bulletin, a newspaper of general circulation within said City, said publication shall be made one time and not less than ten (10) days before the date set for the Public Hearing. PASSED, APPROVED, AND ADOPTED this day of 2020. Resolution No. 20 -XXX — Page 2 of 3 ATTACHMENT #28 Page 514 Appendix A Descriptions of Improvements and Maintenance and Services This Appendix A contains a general description of the improvements to be maintained and serviced and a description of such maintenance and services. 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 citizen facilities, playground equipment, picnic facilities, major lighted athletic facilities, jogging trail, sanitary sewer connections and onsite drainage inlets. Resolution No. 20 -XXX — Page 3 of 3 ATTACHMENT #28 Page 515 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jason C. Welday, Director of Engineering Services/City Engineer Annette Cano-Soza, Assistant Engineer SUBJECT: CONSIDERATION OF REIMBURSEMENT FOR THE ETIWANDA/SAN SEVAINE AREA MASTER PLAN DRAINAGE IMPROVEMENTS PROGRAM FOR FISCAL YEAR 2018/2019 AND AN APPROPRIATION OF $9,612 FROM THE ETIWANDA/SAN SEVAINE DRAINAGE FUND (FUND 116). RECOMMENDATION: Staff recommends that the City Council approve a reimbursement for the Etiwanda/San Sevaine Master Plan Drainage Improvements Program for Fiscal Year 2018/2019 and an appropriation of $9,612 from the Etiwanda/San Sevaine Drainage Fund (Fund 116). BACKGROUND: Developers that are conditioned by the City to construct master planned drainage facilities in connection with development projects may enter into a Development Reimbursement Agreement (Agreement) with the City. The Agreement provides for annual reimbursements for up to ten (10) years from the effective date of the Agreement. Per the terms of the Agreement, the amount available for reimbursement each year is fifty percent (50%) of the fees collected in the Etiwanda/San Sevaine Drainage Fee Program in the prior fiscal year. These funds are distributed to developers with active Agreements proportionally based on the original amount of each Agreement. Any remaining balance due is then rolled over to the next fiscal year. When the Agreement expires any remaining balance is waived. ANALYSIS: There is currently one active Agreement with a total outstanding balance due of $97,770. A total of $19,224 was collected in Fiscal Year 2018/2019 for the Etiwanda/San Sevaine Drainage Fee Program of which $9,612 is available for reimbursement. The following table contains the recommended reimbursement and total remaining balance due, following reimbursement: Original Previous Agmt No. Expiration Project/Developer Agreement Fractional Balance Year Amount Share (2017/2018) DRA-41 2021 TR 16716/JT $270,423.00 1.00 $97,769.89 STORM Recommended Reimbursement Remaining Amount Balance 2018/2019 $9,612.00 $88,157.89 FISCAL IMPACT: Since the amount available for reimbursement under this program is determined after the City's financial books are closed each fiscal year, the funds needed for reimbursement are not included in the annual budget. Therefore, staff is recommending an appropriation in the amount of $9,612 from the Etiwanda/San Sevaine Drainage Fund (Fund 116) to Account No. 1116303-5650/1026116-0 (Capital Projects) to cover the amount of the recommended reimbursement. COUNCIL GOAL(S) ADDRESSED: Page 516 Construction of master planned drainage improvements aids in implementing the City Council's vision to build a world class community by constructing improvements that reduce the potential for flooding and allow for well planned development. Page 517 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jason C. Welday, Director of Engineering Services/City Engineer Gianfranco Laurie, Senior Civil Engineer Romeo M. David, Associate Engineer SUBJECT: CONSIDERATION OF A CONTRACT WITH C.P. CONSTRUCTION COMPANY, INC., IN AN AMOUNT OF $2,707,577, PLUS A 10% CONTINGENCY, AND AUTHORIZATION OF AN APPROPRIATION IN AN AMOUNT OF $3,208,690 FOR THE UPPER CUCAMONGA STORM DRAIN PHASE 3 AND AMETHYST AVENUE STREET IMPROVEMENTS PROJECT. RECOMMENDATION: Staff recommends that the City Council: 1. Approve the plans and specifications for the Upper Cucamonga Storm Drain Phase -3 and Amethyst Avenue Street Improvements (Project); 2. Accept the bids received for the Project; 3. Reject the bids received from Boudreau Pipeline Corporation and Norstar Plumbing and Engineering, Inc., as non-responsive for failing to include Addendum No. 1 in the bid submittals; 4. Award and authorize the execution of a contract in the amount of $2,707,577; to the lowest responsive bidder, C.P. Construction Company, Inc., for the Base Bid (Storm Drain Improvements) only; 5. Authorize the expenditure of a 10% contingency in the amount of $270,758; 6. Authorize a Purchase Order in the amount $89,590 to Aufbau, Inc. for on-call construction inspection services; 7. Authorize a Purchase Order in the amount of $82,408 to Ninyo and Moore, Inc. for on-call materials testing services; 8. Authorize a Purchase Order in the amount of $58,350 to Westland Group, Inc. for on-call construction survey services; and 9. Authorize an appropriation in the amount of $3,208,690 from the General Drainage Fund (Fund 112). BACKGROUND: Upper Cucamonga Storm Drain Phase 3 would complete master -planned storm drain improvements along Amethyst Avenue by installing a new storm drain pipe beginning on 19th Street east of Amethyst Avenue and ending on Amethyst Avenue just south of the Pacific Electrical Trail where it connects to an existing underground storm drain system. This phase will capture storm water that currently surface flows through the Chaparral Heights Mobile Home Park and a vacant lot on the west side of Archibald Avenue at Victoria Street, reducing the potential for flooding and bypassing the open channel portion of the Cucamonga Storm Drain between Archibald Avenue and Hellman Avenue that is undersized and requires surface diversion of the storm water during a 100 -year storm. Additionally, upon completion of the storm drain improvements, staff will initiate a request to change the FEMA flood zone mapping to remove the mobile home park and vacant lot from FEMA's Flood Zone A, thus eliminating the requirement for home owners to purchase flood insurance coverage once the mapping revision is completed by FEMA. A Vicinity Map illustrating the project location is included as Attachment 1. Page 518 ANALYSIS: The scope of work consists of, but is not limited to, construction of storm drain main line pipe, storm drain laterals, catch basins, local depressions, supports for conduits, junction structures, transitions structures, pressure manholes, regular storm drain manholes and re -striping. The contract documents call for ninety (90) working days to complete this construction. The Notice Inviting Bids was released to the general contracting community and was published in the Daily Bulletin on May 19, and May 26, 2020. The City Clerk's Office facilitated the formal solicitation for bidding the project. On June 2, 2020, the City Clerk's Office received nine (9) construction bids. The Engineer's estimate for the project (including additive bid items) was $3,585,000 with the base bid estimate being $2,463,560. A full bid summary is included as Attachment 2. The apparent lowest responsive bid was submitted by C.P. Construction Company, Inc., for the base bid in the amount of $2,707,577. Since this bid is 20% higher than anticipated in the Engineer's Estimate, staff reviewed the bid closely and believes that the higher costs are attributable to the uncertainty surrounding economic impacts of COVID-19 along with the size of the project. After review, staff believes this bid to be reasonable and recommends awarding the base bid (storm drain improvements) only and excluding the additive bids for additional street improvements and resurfacing. Staff has reviewed the bid documents submitted by C.P. Construction Company, Inc., and completed the required background investigation and finds that they provided the apparent lowest responsive bid that meets the requirements of the bid documents. The Engineering staff has reviewed all bids received and found seven (7) to be complete and in accordance with the bid requirements with any irregularities to be inconsequential. The bids from Boudreau Pipeline Corporation and Norstar Plumbing and Engineering Inc., were deemed to be non-responsive because they failed to acknowledge Addendum No.1 in their respective bid packages as required by the bid documents. Staff consulted with the City Attorney's Office and obtained concurrence on this determination. Environmental: Staff has determined that the project is Categorically Exempt per Section 15301 "Existing Facilities" subsection (c), Class 1 of the California Environmental Quality Act (CEQA). FISCAL IMPACT: Anticipated construction costs are estimated to be as follows: Expenditure Category Amount Construction Contract $2,707,577 Construction Contract Contingency (10%) $270,758 Construction Inspection Services $89,590 Construction Materials Testing $82,408 Construction Survey Services $58,350 Estimated Construction Costs $3,208,683 Although previously budgeted for construction in Fiscal Year 2018/19, the Upper Cucamonga Storm Drain Phase 3 was delayed due to concerns related to available funding for the project at the time. Therefore, this project is not currently budgeted in this Fiscal Year 2019/20. However, since the project was delayed, staff has been able to redesign the project to reduce the overall cost and continue to meet the objectives of providing improved drainage along Amethyst Avenue and ultimately remove the Page 519 affected properties along Archibald Avenue from FEMA Zone A. Therefore, an appropriation in the amount of $3,208,690 from the General Drainage Fund (Fund 112) fund balance into the account number below is required to cover the anticipated construction costs and must be funded in order to proceed with the construction. Account No. Funding Source Description Amount 11123035650/1928112- General Drainage Fund (112) Cucamonga Storm $3,208,690 0 Drain Total appropriation $3,208,690 amount COUNCIL GOAL(S) ADDRESSED: This item addresses the City Council's vision for the City by ensuring the construction of high quality public improvements that promote a world class community. ATTACHMENTS: Description Attachment 2 - Bid Summary Page 520 ATTACHMENT 2 BID SUMMARY FOR BID OPENING JUNE 2, 2020 - REVISED ADDITIVE 1. Non -Responsive Bidder * 2. Responsive Low Bidder 3 4 - 6 7 S. Non -Responsive Bidder ` 9 ENGINEER'S ESTIMATE Boundreau Pipeline C.P. Construction Co., Inc. Weka, Inc. O'duffy Bros Inc. Lonerock, Inc. KEC Engineering GRFCO, Inc. Norstar Plumbing and T.E. Roberts, Inc. UPPER CUCAMONGA STORM DRAIN PHASE - 3 & AMETHYST STREET IMPROVEMENTS AMOUNT Corporation QTY UNIT DESCRIPTION Al 1 LS Engineering, Inc. * $14,000.00 $14,000.00 $13,600.00 BASE BID (STORM DRAIN) UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT NO QTY UNIT DESCRIPTION 1 1 LS MOBILIZATION $74,000.00 $74,000.00 $41,000.00 $41,000.00 $75,000.00 $75,000.00 $100,000.00 $100,000.00 $250,000.00 $250,000.00 $375,000.00 $375,000.00 $15,000.00 $15,000.00 $100,000.00 $100,000.00 $60,000.00 $60,000.00 $50,712.00 $50,712.00 2 1 LS CLEARING, GRUBBING & REMOVAL $74,000.00 $74,000.00 $7,700.00 $7,700.00 $45,000.00 $45,000.00 $36,144.00 $36,144.00 $150,000.00 $150,000.00 $25,000.00 $25,000.00 $598,000.00 $598,000.00 $25,000.00 $25,000.00 $25,000.00 $25,000.00 $54,910.00 $54,910.00 PROPOSED STORM DRAIN PRIOR TO $8,000.00 $8,000.00 $21,700.00 $21,700.00 $25,000.00 $25,000.00 $37,600.00 $37,600.00 $50,000.00 $50,000.00 $25,000.00 $25,000.00 $40,000.00 $40,000.00 $60,000.00 $60,000.00 $35,000.00 $35,000.00 $88,794.00 $88,794.00 3 1 LS EXCAVATION $15,000.00 $300.00 $1,800.00 $2,200.00 $13,200.00 $300.00 $1,800.00 $1,200.00 $7,200.00 $1,480.00 $8,880.00 A4 6 EA IN LIKE AND KIND, COMPLETE IN PLACE 4 1 LS SHORING AND BRACING $84,000.00 $84,000.00 $43,600.00 $43,600.00 $125,000.00 $125,000.00 $60,240.00 $60,240.00 $40,000.00 $40,000.00 $250,000.00 $250,000.00 $60,000.00 $60,000.00 $600,000.00 $600,000.00 $150,000.00 $150,000.00 $18,794.00 $18,794.00 5 1,465 TONS ASPHALT CONCRETE PAVEMENT $80.00 $117,200.00 $134.00 $196,310.00 $87.00 $127,455.00 $120.00 $175,800.00 $125.00 $183,125.00 $80.00 $117,200.00 $190.00 $278,350.00 $110.00 $161,150.00 $130.00 $190,450.00 $116.00 $169,940.00 6 900 CY CRUSHED MISCELLANEOUS BASE $40.00 $36,000.00 $127.00 $114,300.00 $125.00 $112,500.00 $52.00 $46,800.00 $125.00 $112,500.00 $60.00 $54,000.00 $245.00 $220,500.00 $55.00 $49,500.00 $125.001 $112,500.00 $93.00 $83,700.00 $1,600.00 $150.00 $1,200.00 CONSTRUCT CURB OPENING CATCH BASIN $20,000.00 $200.00 $1,600.00 $1,100.00 $8,800.00 $300.00 $2,400.00 $400.00 $3,200.00 $740.00 $5,920.00 A6 8 EA IN PLACE PER CITY OF RANCHO CUCAMONGA $15,000.00 $210,000.00 $10,600.00 $148,400.00 $14,000.00 $196,000.00 $12,000.00 $168,000.00 $9,000.00 $126,000.00 $10,000.00 $140,000.00 $15,000.00 $210,000.00 $15,000.00 $210,000.00 $15,000.00 $210,000.00 $32,841.00 $459,774.00 7 14 EA STANDARD DRAWING NO. 300, W=14' CVWD STANDARD (CVWD WILL PROVIDE $1,000.00 $6,000.00 $2,860.00 $17,160.00 $3,500.00 $21,000.00 $2,400.00 $14,400.00 CONSTRUCT CURB OPENING CATCH BASIN $45,000.00 $2,500.00 $15,000.00 $5,800.00 $34,800.00 $3,000.00 $18,000.00 $4,200.00 $25,200.00 $4,727.00 $28,362.00 A7 6 EA NEW METER BOX IF NEEDED PER CITY OF RANCHO CUCAMONGA $7,000.00 $7,000.00 $9,500.00 $9,500.00 $9,000.00 $9,000.00 $8,000.00 $8,000.00 $6,000.00 $6,000.00 $5,000.00 $5,000.00 $13,000.00 $13,000.00 $9,000.00 $9,000.00 $10,000.00 $10,000.00 $27,381.00 $27,381.00 8 1 EA STANDARD DRAWING NO. 300, W=7' (CVWD WILL PROVIDE METER BOX IF $300.00 $300.00 $170.00 $170.00 $950.00 $950.00 $250.00 $250.00 CONSTRUCT SUPPORT FOR CONDUITS $1,500.00 $1,500.00 $1,500.00 $1,200.00 $1,200.00 $500.00 $500.00 $750.00 $750.00 $300.00 $300.00 AS 1 EA NEEDED ACROSS TRENCHES PER CITY OF RANCHO $3,000.00 $42,000.00 $2,670.00 $37,380.00 $1,950.00 $27,300.00 $1,700.00 $23,800.00 $630.00 $8,820.00 $750.00 $10,500.00 $3,000.00 $42,000.00 $1,500.00 $21,000.00 $4,000.00 $56,000.00 $1,765.00 $24,710.00 9 14 EA CUCAMONGA STANDARD DRAWING NO. 339 $7,500.00 $1,500.00 $1,500.00 $7,700.00 $7,700.00 $2,000.00 $2,000.00 $6,000.00 $6,000.00 $300.00 $300.00 A9 1 EA CVWD STANDARD DRAWING NO. 120 CONSTRUCT MANHOLE NO. 2 PER CITY OF RELOCATE AND ADJUST PULL BOX TO NEW $1,000.00 $2,000.00 $1,880.00 $3,760.00 $2,000.00 $4,000.00 $2,000.00 $4,000.00 RANCHO CUCAMONGA STANDARD DRAWING $3,000.00 $24,000.00 $8,600.00 $68,800.00 $6,950.00 $55,600.00 $10,000.00 $80,000.00 $8,000.00 $64,000.00 $12,000.00 $96,000.00 $11,300.00 $90,400.00 $12,000.00 $96,000.00 $12,000.00 $96,000.00 $29,181.00 $233,448.00 O(F) 8 EA NO. 319 ADJUST CAN PULL BOX COVER TO NEW $400.00 $400.00 $510.00 $510.00 $10,750.00 $10,750.00 $500.00 $500.00 CONSTRUCT PRESSURE MANHOLE SHAFT $1,500.00 $500.00 $500.00 $1,800.00 $1,800.00 $500.00 $500.00 $4,000.00 $4,000.00 $600.00 $600.00 All 1 EA GRADE WITH ECCENTRIC REDUCER PER APWA $4,500.00 $13,500.00 $9,350.00 $28,050.00 $5,000.00 $15,000.00 $9,500.00 $28,500.00 $8,000.00 $24,000.00 $1,500.00 $4,500.00 $7,000.00 $21,000.00 $15,000.00 $45,000.00 $13,000.00 $39,000.00 $30,621.00 $91,863.00 111 3 EA STANDARD DRAWING NO. 328-1 CONSTRUCT JUNCTION STRUCTURE NO. 2 $3,500.00 $56,000.00 $3,330.00 $53,280.00 $1,500.00 $24,000.00 $3,700.00 $59,200.00 $5,000.00 $80,000.00 $3,500.00 $56,000.00 $2,000.00 $32,000.00 $2,000.00 $32,000.00 $8,000.00 $128,000.00 $24,741.00 $395,856.00 12 16 1 EA iPER CITY STANDARD DRAWING NO. 331 CONSTRUCT MODIFIED TRANSITION STRUCTURE NO. I PER CITY STANDARD $35,000.00 $35,000.00 $34,200.00 $34,200.00 $38,000.00 $38,000.00 $26,000.00 $26,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $60,000.00 $60,000.00 $31,000.00 $31,000.00 $50,000.00 $50,000.00 $64,041.00 $64,041.00 DRAWING NO. 334 AND PER DETAIL ON 13 1 EA SHEET 7, COMPLETE IN PLACE CONSTRUCT MODIFIED MANHOLE NO. 4 PER CITY OF RANCHO CUCAMONGA STANDARD $22,000.00 $22,000.00 $16,600.00 $16,600.00 $28,500.00 $28,500.00 $23,000.00 $23,000.00 $30,000.00 $30,000.00 $40,000.00 $40,000.00 $75,000.00 $75,000.00 $30,000.00 $30,000.00 $25,000.00 $25,000.00 $45,021.00 $45,021.00 DRAWING NO. 321 AND PER DETAIL ON 14 1 EA SHEET NO. 8, COMPLETE IN PLACE 151 784 1 LF I INSTALL 66 -INCH DIAMETER RCP 1750 D $405.00 $317,520.00 $463.00 $362,992.00 $380.00 $297,920.00 $447.00 $350,448.00 $410.00 $321,440.00 $733.00 $574,672.00 $355.00 $278,320.00 $625.00 $490,000.00 $480.00 $376,320.00 $703.00 $551,152.00 16 2,800 LF INSTALL 60 -INCH DIAMETER RCP 1750 D $385.00 $1,078,000.00 $434.00 $1,215,200.00 $349.00 $977,200.00 $420.00 $1,176,000.00 $370.00 $1,036,000.00 $695.00 $1,946,000.00 $350.00 $980,000.00 $600.00 $1,680,000.00 $470.00 $1,316,000.00 $641.00 $1,794,800.00 17 8 LF INSTALL 54 -INCH DIAMETER RCP 1750 D $360.00 $2,880.00 $393.00 $3,144.00 $329.00 $2,632.00 $485.00 $3,880.00 $950.00 $7,600.00 $500.00 $4,000.00 $355.00 $2,840.00 $600.00 $4,800.00 $3,000.00 $24,000.00 $856.00 $6,848.00 18 8 LF INSTALL 36 -INCH DIAMETER RCP 1750 D $270.00 $2,160.00 $356.00 $2,848.00 $295.00 $2,360.00 $425.00 $3,400.00 $960.00 $7,680.00 $500.00 $4,000.00 $300.00 $2,400.00 $400.00 $3,200.00 $2,000.00 $16,000.00 $729.00 $5,832.00 19 408 LF INSTALL 24 -INCH DIAMETER RCP 1750 D $250.00 $102,000.00 $316.00 $128,928.00 $145.00 $59,160.00 $395.00 $161,160.00 $220.00 $89,760.00 $250.00 $102,000.00 $400.00 $163,200.00 $220.00 $89,760.00 $250.00 $102,000.00 $672.00 $274,176.00 EARTHWORK EXPORT TO PROPOSED FIRE STATION BUILDING SITE AT SW CORNER OF $1.20 $5,400.00 $22.00 $99,000.00 $25.00 $112,500.00 $10.00 $45,000.00 $56.00 $252,000.00 $10.00 $45,000.00 $2.50 $11,250.00 $28.00 $126,000.00 $14.00 $63,000.00 $20.00 $90,000.00 TOWN CENTER DRIVE AND TERRA VISTA 201 4,500 CY PARKWAY RANCHO CUCAMONGA STANDARD DRAWING $300.00 $600.00 $1,440.00 $2,880.00 $1,500.00 $3,000.00 $2,000.00 $4,000.00 $1,000.00 $2,000.00 $1,000.00 $2,000.00 $1,500.00 $3,000.00 $3,000.00 $6,000.00 $2,000.00 $4,000.00 $10,961.00 $21,922.00 21 2 EA NO. 329 PLUG PIPE WITH MORTAR AND BRICK PER S.B.C.F.C.D. STANDARD DRAWING NO. S.P. $500.00 $1,500.00 $1,280.00 $3,840.00 $750.00 $2,250.00 $650.00 $1,950.00 $1,000.00 $3,000.00 $300.00 $900.00 $1,000.00 $3,000.00 $700.00 $2,100.00 $1,500.00 $4,500.00 $4,434.00 $13,302.00 22 3 EA 176A - TYPE B CONSTRUCT LOCAL DEPRESSION PER CITY OF RANCHO CUCAMONGA STANDARD $3,500.00 $52,500.00 $1,110.00 $16,650.00 $1,750.00 $26,250.00 $3,200.00 $48,000.00 $2,500.00 $37,500.00 $1,500.00 $22,500.00 $3,200.00 $48,000.00 $3,000.00 $45,000.00 $4,000.00 $60,000.00 $2,941.00 $44,115.00 23 15 EA DRAWING NO. 307, CASE 1 CONNECT EXISTING 24 -INCH DIAMETER RCP $2,500.00 $2,500.00 $3,270.00 $3,270.00 $2,950.00 $2,950.00 $3,500.00 $3,500.00 $4,000.00 $4,000.00 $1,000.00 $1,000.00 $4,300.00 $4,300.00 $3,000.00 $3,000.00 $6,000.00 $6,000.00 $10,721.00 $10,721.00 24 1 EA TO NEW TRANSITION STRUCTURE CONNECT EXISTING 36 -INCH DIAMETER RCP $2,500.00 $20,000.00 $405.00 $3,240.00 $19,500.00 $156,000.00 $625.00 $5,000.00 $500.00 $4,000.00 $1,000.00 $8,000.00 $730.00 $5,840.00 $4,000.00 $32,000.00 $7,000.00 $56,000.00 $1,453.00 $11,624.00 25 8 EA TO NEW MODIFIED MANHOLE NO. 4 RE -STRIPE EXISTING STRIPING AND REFRESH DAMAGED STRIPING DUE TO $6,400.00 $6,400.00 $9,300.00 $9,300.00 $10,000.00 $10,000.00 $9,000.00 $9,000.00 $12,000.00 $12,000.00 $5,000.00 $5,000.00 $12,000.00 $12,000.00 $6,000.00 $6,000.00 $10,000.00 $10,000.00 $12,749.00 $12,749.00 26 1 LS STORM DRAIN INSTALLATION 27 1 LS STORM WATER PREVENTION PLAN SWPPP $5,000.00 $5,000.00 $12,000.00 $12,000.00 $75,000.00 $75,000.00 $4,000.00 $4,000.00 $5,000.00 $5,000.00 $3,000.00 $3,000.00 $11,000.00 $11,000.00 $1,000.00 $1,000.00 $10,000.00 $10,000.00 $30,961.00 $30,961.00 28 1 LS TRAFFIC CONTROL 1 $62,000.001 $62,000.00 $39,300.00 $39,300.00 $75,000.00 $75,000.00 $20,000.00 $20,000.00 $50,000.00 $50,000.00 $25,000.00 $25,000.00 $35,000.00 $35,000.00 $25,000.00 $25,000.00 $35,000.00 $35,000.00 $83,089.00 $83,089.00 29 2 EA INSTALL CONSTRUCTION SIGNS $1,200.00 $2,400.00 $1,520.00 $3,040.00 $1,000.00 $2,000.00 $800.00 $1,600.00$1,500.00 $3,000.00 $250.00 $500.00 $2,500.001$5,000.00 $200.001 $400.001 $3,000.001 $6,000.001 $1,081.00 $2,162.00 TOTAL BASE BID AMOUNT: I $2,463,560.00 I $2,726,452.00 I $2,707,577.00 I $2,710,022.00 I $3,009,425.00 I $3,991,772.00 I $3,320,400.001 1 $3,983,910.00 $3,275,770.00 1 $4,762,397.00 *NON RESPONSIVE DUE TO FAILING TO AKNOWLEDGE AND SUBMIT ADDENDUM NO.1 Page 521 ADDITIVE BID NO. A STREET IMPROVEMENTS UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT NO QTY UNIT DESCRIPTION Al 1 LS MOBILIZATIONS $14,000.00 $14,000.00 $13,600.00 $13,600.00 $10,000.00 $10,000.00 $15,000.00 $15,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $5,000.00 $5,000.00 $3,000.00 $3,000.00 $35,000.00 $35,000.00 $27,946.00 $27,946.00 A2 1 LS CLEARING, GRUBBING, & REMOVAL $118,000.00 $118,000.00 $127,000.00 $127,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 $25,000.00 $25,000.00 $10,000.00 $10,000.00 $100,000.00 $100,000.00 $2,000.00 $2,000.00 $24,000.00 $24,000.00 $13,057.00 $13,057.00 REMOVE EXISTING TREE INCLUDING $1,000.00 $8,000.00 $930.00 $7,440.00 $1,500.00 $12,000.00 $3,000.00 $24,000.00 $2,500.00 $20,000.00 $2,000.00 $16,000.00 $2,500.00 $20,000.00 $3,000.00 $24,000.00 $1,800.00 $14,400.00 $1,663.00 $13,304.00 A3 8 EA ROOTS AND STUMP (SIZE 6" TO 30" DIA.) REMOVE AND REPLACE EXISTING MAIL BOX $750.00 $4,500.00 $810.00 $4,860.00 $200.00 $1,200.00 $300.00 $1,800.00 $2,500.00 $15,000.00 $300.00 $1,800.00 $2,200.00 $13,200.00 $300.00 $1,800.00 $1,200.00 $7,200.00 $1,480.00 $8,880.00 A4 6 EA IN LIKE AND KIND, COMPLETE IN PLACE CUT EXISTING CHAIN LINK FENCE AND RE- $100.00 $1,000.00 $265.00 $2,650.00 $95.00 $950.00 $25.00 $250.00 $2,500.00 $25,000.00 $100.00 $1,000.00 $145.00 $1,450.00 $100.00 $1,000.00 $200.00 $2,000.00 $148.00 $1,480.00 A51 10 LF INSTALL POST TO NEW LOCATION RELOCATE EXISTING MAIL BOX, COMPLETE $1,200.00 $9,600.00 $580.00 $4,640.00 $200.00 $1,600.00 $150.00 $1,200.00 $2,500.00 $20,000.00 $200.00 $1,600.00 $1,100.00 $8,800.00 $300.00 $2,400.00 $400.00 $3,200.00 $740.00 $5,920.00 A6 8 EA IN PLACE SERVICE LINE COMPLETE IN PLACE PER CVWD STANDARD (CVWD WILL PROVIDE $1,000.00 $6,000.00 $2,860.00 $17,160.00 $3,500.00 $21,000.00 $2,400.00 $14,400.00 $7,500.00 $45,000.00 $2,500.00 $15,000.00 $5,800.00 $34,800.00 $3,000.00 $18,000.00 $4,200.00 $25,200.00 $4,727.00 $28,362.00 A7 6 EA NEW METER BOX IF NEEDED ADJUST WATER METER BOX TO NEW GRADE (CVWD WILL PROVIDE METER BOX IF $300.00 $300.00 $170.00 $170.00 $950.00 $950.00 $250.00 $250.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,200.00 $1,200.00 $500.00 $500.00 $750.00 $750.00 $300.00 $300.00 AS 1 EA NEEDED RELOCATE AIR VENT AND BOX COVER PER $5,000.00 $5,000.00 $3,230.00 $3,230.00 $4,000.00 $4,000.00 $1,500.00 $1,500.00 $7,500.00 $7,500.00 $1,500.00 $1,500.00 $7,700.00 $7,700.00 $2,000.00 $2,000.00 $6,000.00 $6,000.00 $300.00 $300.00 A9 1 EA CVWD STANDARD DRAWING NO. 120 RELOCATE AND ADJUST PULL BOX TO NEW $1,000.00 $2,000.00 $1,880.00 $3,760.00 $2,000.00 $4,000.00 $2,000.00 $4,000.00 $1,650.00 $3,300.00 $750.00 $1,500.00 $1,800.00 $3,600.00 $500.00 $1,000.00 $2,500.00 $5,000.00 $1,800.00 $3,600.00 A10 2 EA FINISH GRADE ADJUST CAN PULL BOX COVER TO NEW $400.00 $400.00 $510.00 $510.00 $10,750.00 $10,750.00 $500.00 $500.00 $1,500.00 $1,500.00 $500.00 $500.00 $1,800.00 $1,800.00 $500.00 $500.00 $4,000.00 $4,000.00 $600.00 $600.00 All 1 EA GRADE Page 521 BID SUMMARY FORBID OPENING JUNE 2,2020 -REVISED ADDITIVE 1. Non -Responsive Bidder * 2. Responsive Low Bidder 3 4 5 9 7 8. Non -Responsive Bidder * 9 ENGINEER'S ESTIMATE Boundreau Pipeline C.P. Construction Co., Inc. Weka, Inc. O'duffy Bros Inc. Lonerock, Inc. KEC Engineering GRFCO, Inc. Norstar Plumbing and T.E. Roberts, Inc. UPPER CUCAMONGA STORM DRAIN PHASE - 3 & AMETHYST STREET IMPROVEMENTS AMOUNT Corporation QTY UNIT DESCRIPTION B1 1 LS Engineering, Inc. * $10,000.00 $10,000.00 $11,600.00 $11,600.00 CONSTRUCT PCC ACCESS RAMP PER PLANS $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $5,000.00 $5,000.00 $15,000.00 $15,000.00 $35,000.00 $35,000.00 $30,214.00 $30,214.00 B2 1 LS CLEARING, GRUBBING, & REMOVAL $18,000.00 $18,000.00 $30,300.00 $30,300.00 AND SPECIFICATIONS, INCLUDING $15,000.00 $2,500.00 $2,500.00 $10,000.00 $10,000.00 $5,000.00 $5,000.00 $10,000.00 $10,000.00 $15,000.00 $15,000.00 $10,000.00 $10,000.00 $10,795.00 $10,795.00 B3 3,025 TONS ASPHALT RUBBER HOT MIX ARHM $105.00 $317,625.00 $98.00 $296,450.00 TRUNCATED DOME, COMPLETE IN PLACE $6,500.00 $65,000.00 $4,660.00 $46,600.00 $33.00 $330.00 $10,000.00 $100,000.00 $10,300.00 $103,000.00 $3,000.00 $30,000.00 $9,100.00 $91,000.00 $4,500.00 $45,000.00 $12,000.00 $120,000.00 $13,200.00 $132,000.00 $20,100.00 $4.00 $26,800.00 COMPLETE IN PLACE, SEE LOCATIONS IN $3,015.00 $4.00 $26,800.00 $4.00 $26,800.00 $5.00 $33,500.00 $4.00 $26,800.00 $2.25 $15,075.00 $3.50 $23,450.00 $4.00 $26,800.00 B4 6,700 SY MAX. Al2 10 EA APPENDIX ADJUST MANHOLE TO NEW FINSHED $500.00 $13,500.00 $504.00 $13,608.00 OF RANCHO CUCAMONGA STANDARD $15.00 $37,995.00 $12.00 $30,396.00 $64.00 $162,112.00 $23.00 $58,259.00 $30.00 $75,990.00 $9.00 $22,797.00 $30.00 $75,990.00 $18.00 $45,594.00 $34.00 $86,122.00 $14.00 $35,462.00 A13 2,533 SF DRAWING NO. 101, TYPE R-1 OR R-2 ADJUST WATER VALVE, GAS VALVE TO $300.00 $10,800.00 $398.00 $14,328.00 CONSTRUCT 8" THICK DRIVEWAY PER CITY $12,600.00 $375.00 $13,500.00 $1,000.00 $36,000.00 $500.00 $18,000.00 $560.00 $20,160.00 $500.00 $18,000.00 $600.00 $21,600.00 $240.00 $8,640.00 B6 1 36 1 EA iGRADE OF RANCHO CUCAMONGA STANDARD $20.00 $18,400.00 $16.00 $14,720.00 $80.00 $73,600.00 $28.00 $25,760.00 $33.00 $30,360.00 $17.00 $15,640.00 $13.00 $11,960.00 $18.00 $16,560.00 $35.00 $32,200.00 $20.00 $18,400.00 A14 920 SF IDRAWING NO. 101, TYPE C RAMPS PER PLANS AND SPECIFICATIONS, CONSTRUCT 8" CURB ONLY PER CITY OF INCLUDING TRUNCATED DOMES, RETAINING RANCHO CUCAMONGA STANDARD DRAWING $25.00 $4,875.00 $26.00 $5,070.00 $80.00 $15,600.00 $42.00 $8,190.00 $66.00 $12,870.00 $25.00 $4,875.00 $53.00 $10,335.00 $20.00 $3,900.00 $70.00 $13,650.00 $54.00 $10,530.00 A15 195 LF NO. 104 $108,000.00 $10,000.00 $120,000.00 $12,000.00 $144,000.00 $3,000.00 $36,000.00 $15,200.00 $182,400.00 $4,600.00 $55,200.00 $12,000.00 $144,000.00 $13,200.00 $158,400.00 CROSS -GUTTERS, SPANDREL, PER PLANS, CONSTRUCT 8" CURB AND 24" GUTTER (A2-8) COMPLETE IN PLACE, SEE LOCATIONS IN PER CITY OF RANCHO CUCAMONGA $35.00 $38,500.00 $50.00 $55,000.00 $79.00 $86,900.00 $48.00 $52,800.00 $77.00 $84,700.00 $35.00 $38,500.00 $32.00 $35,200.00 $45.00 $49,500.00 $78.00 $85,800.00 $63.00 $69,300.00 A16 1,100 LF STANDARD DRAWING NO. 104 INSTALL PEDESTRIAN PEDESTAL POLE, PUSH CONSTRUCT CROSS AND LONGITUDINAL BUTTON, AND WIRING PER CALTRANS $4,000.00 $16,000.00 $3,700.00 $14,800.00 GUTTERS PER CITY OF RANCHO $15.00 $31,500.00 $33.00 $69,300.00 $79.00 $165,900.00 $140.00 $294,000.00 $40.00 $84,000.00 $35.00 $73,500.00 $37.00 $77,700.00 $30.00 $63,000.00 $180.00 $378,000.00 $22.00 $46,200.00 CUCAMONGA STANDARD DRAWING NO. 106- TRAFFIC SIGNING, STRIPING, PAVEMENT A17 2,100 LF A MARKINGS AND MARKERS COMPLETE IN $16,000.00 $16,000.00 $23,500.00 $23,500.00 CONSTRUCT RETAINING CURB (CURB FACE $35,000.00 $28,000.00 $28,000.00 $50,000.00 $50,000.00 $25,000.00 $25,000.00 $53,000.00 $53,000.00 $50,000.00 $50,000.00 $25,000.00 $25,000.00 $33,504.00 $33,504.00 B9 1 LS PLACE VARIES FROM 6" TO 18") PER PLAN AND $45.00 $13,725.00 $63.00 $19,215.00 $125.00 $38,125.00 $113.00 $34,465.00 $120.00 $36,600.00 $75.00 $22,875.00 $265.00 $80,825.00 $100.00 $30,500.00 $120.00 $36,600.00 $120.00 $36,600.00 A18 305 LF STANDARD DRAWING NO. 104 $35,000.00j $5,000.0ol $5,000.001 $25,000.00 $25,000.00 $5,000.001 $5,000.001 $15,000.001 $15,000.001 $10,000.00 $10,000.001 $16,000.001$16,000.001 $3,600.00 $3,600.00 INSTALL 2" GALVANIZED HAND RAILINGS PER CITY OF RANCHO CUCAMONGA STANDARD $180.00 $11,700.00 $229.00 $14,885.00 $125.00 $8,125.00 $40.00 $2,600.00 $200.00 $13,000.00 $155.00 $10,075.00 $250.00 $16,250.00 $150.00 $9,750.00 $230.00 $14,950.00 $180.00 $11,700.00 A19 65 LF DRAWING NO. 602 CONSTRUCT 24" WIDE GUTTER ONLY PER $35.00 $3,675.00 $40.00 $4,200.00 $125.00 $13,125.00 $56.00 $5,880.00 $120.00 $12,600.00 $25.00 $2,625.00 $64.00 $6,720.00 $50.00 $5,250.00 $130.00 $13,650.00 $54.00 $5,670.00 A20 105 LF DETAIL ON SHEET NO. 11 RANCHO CUCAMONGA STANDARD DRAWING $45.00 $1,350.00 $50.00 $1,500.00 $125.00 $3,750.00 $45.00 $1,350.00 $120.00 $3,600.00 $20.00 $600.00 $126.00 $3,780.00 $50.00 $1,500.00 $130.00 $3,900.00 $48.00 $1,440.00 A21 30 LF NO. 104 CONSTRUCT PCC SIDEWALK PER CITY RANCHO CUCAMONGA STANDARD DRAWING $8.00 $35,480.00 $8.00 $35,480.00 $17.00 $75,395.00 $16.00 $70,960.00 $20.00 $88,700.00 $9.00 $39,915.00 $10.00 $44,350.00 $12.00 $53,220.00 $18.00 $79,830.00 $11.00 $48,785.00 A22 4,435 SF NO. 101 AND 103 TO MATCH EXISTING A23 333 TONS ASPHALT CONCRETE PG 6410 $105.00 $34,965.00 $127.00 $42,291.00 $118.00 $39,294.00 $110.00 $36,630.00 $110.00 $36,630.00 $98.00 $32,634.00 $150.00 $49,950.00 $110.00 $36,630.00 $105.00 $34,965.00 $116.00 $38,628.00 A24 113 CY CRUSHED AGGREGATE BASE $40.00 $4,520.00 $217.001 $24,521.00 $143.00 $16,159.00 $65.00 $7,345.00 $130.00 $14,690.00 $75.00 $8,475.00 $210.00 $23,730.00 $55.00 $6,215.00 $160.00 $18,080.00 $116.00 $13,108.00 CONSTRUCT PCC DRIVEWAY TIE-IN $15.00 $12,150.00 $23.00 $18,630.00 $30.00 $24,300.00 $24.00 $19,440.00 $30.00 $24,300.00 $15.00 $12,150.00 $60.00 $48,600.00 $22.00 $17,820.00 $38.00 $30,780.00 $29.00 $23,490.00 A25 810 SF INCLUDING MATCH EXISTING PATTERN A26 8 EA RELOCATE SIGNS $250.00 $2,000.00 $133.00 $1,064.00 $300.00 $2,400.00 $150.00 $1,200.00 $300.00 $2,400.00 $200.00 $1,600.00 $230.00 $1,840.00 $200.00 $1,600.00 $500.00 $4,000.00 $234.00 $1,872.00 RELOCATE EXISTING IRRIGATION, MODIFY EXISTING LANDSCAPING TO FIT NEW $32,000.00 $32,000.00 $34,800.00 $34,800.00 $9,500.00 $9,500.00 $14,000.00 $14,000.00 $75,000.00 $75,000.00 $5,000.00 $5,000.00 $50,000.00 $50,000.00 $15,000.00 $15,000.00 $36,000.00 $36,000.00 $59,196.00 $59,196.00 SIDEWALK LOCATIONS AND COORDINATE A27 1 LS WITH THE HOMEOWNERS AND INSPECTOR INSTALL STREET LIGHTS CONDUIT AND PULL BOXES, PER PLAN ON SHEET NO. 22, $78,000.00 $78,000.00 $86,000.00 $86,000.00 $97,750.00 $97,750.00 $86,000.00 $86,000.00 $100,000.00 $100,000.00 $40,000.00 $40,000.00 $98,000.00 $98,000.00 $85,000.00 $85,000.00 $250,000.00 $250,000.00 $97,200.00 $97,200.00 A28 1 LS COMPLETE IN PLACE A29 1 IS TRAFFIC CONTROL $7,500.00 $7,500.00 $15,900.00 $15,900.00 $45,000.00 $45,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $5,000.00 $5,000.00 $20,000.00 $20,000.00 $15,000.00 $15,000.00 $25,000.00 $25,000.00 $5,850.00 $5,850.00 TOTAL ADDITIVE BID NO. 1AMOUNT:1 1 $602,135.001 1 $704,592.00 1 $958,815.001 1 $906,779.00 1 $982,240.001 1 $426,661.001 1 $943,780.001 1 $557,239.001 $1,390,277.001 1 $759,180.001 *NON RESPONSIVE DUE TO FAILING TO AKNOWLEDGE AND SUBMIT ADDENDUM NO.1 1 TOTAL ADDITIVE BID NO.2 AMOUNT:I 1 $519,305.001 1 $607,586.00 1 $479,040.001 1 $551,925.00 1 $660,425.001 BM $ 4 152 709.00 BM $ 4 168 772.00 BASE BID + ADDITNE BID NO.1 2 TOTAL AMOUNT: $3,585,000.00 $ 4,038,630.00 CORRECTED $ 4,145,432.00 1CORRECTED $ 4,168,726.00 $4,652,090.00 *NON RESPONSIVE DUE TO FAILING TO AKNOWLEDGE AND SUBMIT ADDENDUM NO.1 Page 522 1 $471,250.001 1 $691,666.001 1 $540,525.001 1 $634,275.001 1 $659,093.001 4 BM $$ S 276 322 00 �Bro $$ 6� $ 4,889,683.00 $ 4,955,846.00 $ 5,081,674.00 CORRECTED $ 5,300,322.00 $ 6,180,670.00 ADDITIVE BID NO. B (PAVEMENT RESURFACING( UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT UNIT COST AMOUNT NO QTY UNIT DESCRIPTION B1 1 LS MOBILIZATIONS $10,000.00 $10,000.00 $11,600.00 $11,600.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $5,000.00 $5,000.00 $15,000.00 $15,000.00 $35,000.00 $35,000.00 $30,214.00 $30,214.00 B2 1 LS CLEARING, GRUBBING, & REMOVAL $18,000.00 $18,000.00 $30,300.00 $30,300.00 $15,000.00 $15,000.00 $2,500.00 $2,500.00 $10,000.00 $10,000.00 $5,000.00 $5,000.00 $10,000.00 $10,000.00 $15,000.00 $15,000.00 $10,000.00 $10,000.00 $10,795.00 $10,795.00 B3 3,025 TONS ASPHALT RUBBER HOT MIX ARHM $105.00 $317,625.00 $98.00 $296,450.00 $75.00 $226,875.00 $104.00 $314,600.00 $105.00 $317,625.00 $100.00 $302,500.00 $112.00 $338,800.00 $110.00 $332,750.00 $105.00 $317,625.00 $116.00 $350,900.00 COLD PLANE (VARIABLE THICKNESS 0.12' $3.00 $20,100.00 $4.00 $26,800.00 $0.45 $3,015.00 $4.00 $26,800.00 $4.00 $26,800.00 $5.00 $33,500.00 $4.00 $26,800.00 $2.25 $15,075.00 $3.50 $23,450.00 $4.00 $26,800.00 B4 6,700 SY MAX. ADJUST MANHOLE TO NEW FINSHED $500.00 $13,500.00 $504.00 $13,608.00 $650.00 $17,550.00 $575.00 $15,525.00 $1,000.00 $27,000.00 $750.00 $20,250.00 $878.00 $23,706.00 $500.00 $13,500.00 $800.00 $21,600.00 $720.00 $19,440.00 B5 27 EA SURFACE ADJUST WATER VALVE, GAS VALVE TO $300.00 $10,800.00 $398.00 $14,328.00 $350.00 $12,600.00 $375.00 $13,500.00 $1,000.00 $36,000.00 $500.00 $18,000.00 $560.00 $20,160.00 $500.00 $18,000.00 $600.00 $21,600.00 $240.00 $8,640.00 B6 1 36 1 EA iGRADE CONSTRUCT ADDITIONAL PCC ACCESS RAMPS PER PLANS AND SPECIFICATIONS, INCLUDING TRUNCATED DOMES, RETAINING CURBS, 8" CURB ONLY, LONGITUDINAL $6,500.00 $78,000.00 $13,500.00 $162,000.00 $9,000.00 $108,000.00 $10,000.00 $120,000.00 $12,000.00 $144,000.00 $3,000.00 $36,000.00 $15,200.00 $182,400.00 $4,600.00 $55,200.00 $12,000.00 $144,000.00 $13,200.00 $158,400.00 CROSS -GUTTERS, SPANDREL, PER PLANS, COMPLETE IN PLACE, SEE LOCATIONS IN B7 12 EA APPENDIX INSTALL PEDESTRIAN PEDESTAL POLE, PUSH BUTTON, AND WIRING PER CALTRANS $4,000.00 $16,000.00 $3,700.00 $14,800.00 $4,000.00 $16,000.00 $4,000.00 $16,000.00 $3,500.00 $14,000.00 $4,000.00 $16,000.00 $4,200.00 $16,800.00 $4,000.00 $16,000.00 $5,000.00 $20,000.00 $4,200.00 $16,800.00 B8 4 EA STANDARD DRAWING NO. ES -7A TRAFFIC SIGNING, STRIPING, PAVEMENT MARKINGS AND MARKERS COMPLETE IN $16,000.00 $16,000.00 $23,500.00 $23,500.00 $35,000.00 $35,000.00 $28,000.00 $28,000.00 $50,000.00 $50,000.00 $25,000.00 $25,000.00 $53,000.00 $53,000.00 $50,000.00 $50,000.00 $25,000.00 $25,000.00 $33,504.00 $33,504.00 B9 1 LS PLACE B10 1 LS TRAFFIC CONTROL $19,280.00 $19,280.001 $14,200.001 $14,200.00 $35,000.00 $35,000.00j $5,000.0ol $5,000.001 $25,000.00 $25,000.00 $5,000.001 $5,000.001 $15,000.001 $15,000.001 $10,000.00 $10,000.001 $16,000.001$16,000.001 $3,600.00 $3,600.00 1 TOTAL ADDITIVE BID NO.2 AMOUNT:I 1 $519,305.001 1 $607,586.00 1 $479,040.001 1 $551,925.00 1 $660,425.001 BM $ 4 152 709.00 BM $ 4 168 772.00 BASE BID + ADDITNE BID NO.1 2 TOTAL AMOUNT: $3,585,000.00 $ 4,038,630.00 CORRECTED $ 4,145,432.00 1CORRECTED $ 4,168,726.00 $4,652,090.00 *NON RESPONSIVE DUE TO FAILING TO AKNOWLEDGE AND SUBMIT ADDENDUM NO.1 Page 522 1 $471,250.001 1 $691,666.001 1 $540,525.001 1 $634,275.001 1 $659,093.001 4 BM $$ S 276 322 00 �Bro $$ 6� $ 4,889,683.00 $ 4,955,846.00 $ 5,081,674.00 CORRECTED $ 5,300,322.00 $ 6,180,670.00 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jason C. Welday, Director of Engineering Services/City Engineer Gianfranco Laurie, Senior Civil Engineer Romeo M. David, Associate Engineer SUBJECT: CONSIDERATION OF A CONTRACT WITH ELECNOR BELCO ELECTRIC, INC., IN AN AMOUNT OF $285,000, PLUS A 5% CONTINGENCY, AND AUTHORIZATION OF AN APPROPRIATION IN AN AMOUNT OF $64,860 FOR THE FISCAL YEAR 2019/20 FLASHING YELLOW ARROW PROJECT. RECOMMENDATION: Staff recommends that the City Council: 1. Approve the plans and specifications for the Fiscal Year 2019/20 Flashing Yellow Arrow Project (Project); 2. Accept the bids received for the Project; 3. Award and authorize the execution of a contract in the amount of $285,000 to the lowest responsive bidder Elecnor Belco Electric, Inc., for the Base Bid only; 4. Authorize the expenditure of a 5% contingency in the amount of $14,250; 5. Authorize a Purchase Order in the amount $19,800 to Onward Engineering for on-call construction inspection services; and 6. Authorize an appropriation in the amount of $64,860 from the Transportation Fund (Fund 124) fund balance. BACKGROUND: The City has been systematically upgrading its traffic signals utility Flashing Yellow Arrow operations over the past few years to improve safety and provide for increased flexibility in traffic operation. Flashing Yellow Arrow (FYA) is a protected/permissive signal phase that benefits left -turn movements. FYA functions in two ways: 1. "Protected" is the green arrow signal indication that allows motorists to complete a protected left - turn movement while the opposing traffic is stopped. 2. "Permissive" is the flashing yellow arrow signal indication that permits motorists to make a left - turn movement when there is an available gap in the opposing traffic. Given the benefits of the FYA operation in increased driver awareness of the permissive operation and added operational flexibility, the City has begun implementing this operation at all traffic signal, where appropriate, and upgrading existing locations incrementally. Page 523 The Project includes installing a total of seven (7) flashing yellow arrow upgrades at the following intersections: 1. Day Creek Boulevard and Banyan Street 2. Day Creek Boulevard and Silverberry Street 3. Day Creek Boulevard and Victoria Park Lane 4. Day Creek Boulevard and Church Street 5. Day Creek Boulevard and Sugar Gum Street 6. Base Line Road and Spruce Avenue 7. Base Line Road and Valencia Avenue Each flashing yellow arrow upgrade has been included in the Capital Improvement Program budget for this Fiscal Year 2019/20 budget. A vicinity map illustrating the locations of the seven (7) flashing yellow arrow upgrades is included as Attachment 1. ANALYSIS: The scope of work for the Project includes replacing four existing traffic signal cabinets, traffic signal controllers, vehicle heads, and signs with new traffic signal equipment that support the FYA operation. The Notice Inviting Bids was released to the general contracting community and was published in the Daily Bulletin on May 19, and May 26, 2020. The City Clerk's Office facilitated the formal solicitation for bidding the project. On June 2, 2020, the City Clerk's Office received eight (8) construction bids. The Engineer's estimate for the project (including both the base bid and additive bid schedules) was $510,000. Due to budget constraints, staff is recommending award of the base bid only which omits the additive bid items to install video detection systems. The existing in -ground loop detectors will be reused in this project and their replacement with video detection will be scheduled at a later date. The estimate for the base bid was $180,577. The apparent low bidder Elecnor Belco Electric, Inc., submitted a base bid in the amount of $285,000. Staff reviewed the bidder's base bid schedule and determined higher costs are a result of higher than expected costs for the new traffic signal cabinets and controllers at four locations. While the cost for these items are higher than expected, this project will replace aging equipment that has been in operation for many years and would be subject to replacement in the future, providing a combined benefit of accommodating the new FYA operation and reducing the need for future replacements under the traffic signal maintenance program. A full bid summary is included as Attachment 2. The Engineering staff has reviewed all bids received and found all to be complete and in accordance with the bid requirements with any irregularities to be inconsequential. Staff has completed the required background investigation and finds the lowest responsive bidder Elecnor Belco Electric, Inc., meets the requirements of the bid documents. Environmental: Staff has determined that the project is Categorically Exempt per Section 15301 "Existing Facilities" subsection (c), Class 1 of California Environmental Quality Act (CEQA). FISCAL IMPACT: Anticipated construction costs are estimated to be as follows: Expenditure Category Amount Page 524 Construction Contract $285,000 Construction Contract Contingency (5%) $14,250 Construction Inspection Services $19,800 Estimated Construction Costs $319,050 A total of $329,00 has been budgeted in Fiscal Year 2019/20 from the Transportation Fund (Fund 124) and Gas Tax R&T7360 Fund (Fund 174). An initial cost of $74,805 for the design has been spent, therefore, the amount available to expend for construction is $254,195. Current funding for this project, all of which is identified under Capital Improvement Project Account No. and in the amount listed below is available in the Fiscal Year 2019/20 budget in the following: Account No. Funding Source Description Amount 11243035650/1956124-0 Transportation Fund (124) Upgrade Left Turn $207,195 11743035650/1956174-0 Gas Tax R&T7360 Fund (174) Upgrade Left Turn $47,000 Total Project Funding $254,195 A deficit of $64,855 exists and must be funded in order to proceed with construction. Sufficient funding is available in the Transportation Fund (Fund 124) fund balance for this project. An appropriation in the amount of $64,860 from the Transportation Fund ( Fund 124) fund balance into the following project account number is required to cover the anticipated construction costs. Account No. Funding Source Description Amount 11243035650/1956124-0 Transportation Fund (124) Upgrade Left Turn $64,860 Total Project Appropriation $64,860 COUNCIL GOAL(S) ADDRESSED: This item addresses the City Council's vision for the City by ensuring the construction of high quality public improvements that promote a world class community. ATTACHMENTS: Description Attachment 1 - Vicinity Map Attachment 2 - Bid Summary Page 525 ATTACHMENT 1 FISCAL YEAR 19/20 FLASHING YELLOW ARROW PROJECT VICINITY MAP NOT TO SCALE } 4 Lernorr A. } a C a } } 3 _ Sn o Grapefand v w t Fa�d�lt ECe�Fr Trya X350# a Salse Unir ® aTm Line Ra Bg�e Line R. A r� o o ❑CIL °p 4 15 d n J C LL Ch y: cR Wtrsi GI*et Par# Project Sites N Page 526 ATTACHMENT 2 TOTAL BASE BID SCHEDULE AMOUNT $ 180,577.25 $ 285,050.00 $ 287,161.00 $ 285,000.00 ffi 289,541.00 $ 297,541.00 $ 305,387.00 $ 319,782.00 $ 336,000.00 BID SUMMARY FOR BID OPENING JUNE 2, 2020 -REVISED FISCAL YEAR 19/20 FLASHING YELLOW ARROW PROJECT ENGINEER'S ESTIMATE Siemens Mobilit , Inc. Cal Professional Enclineering, Inc. Elecnor Belco Electric, Inc. ' NAME NAME NAME Select Electric Inc. NAME International Line Builder's, Inc. NAME Crosstown Electrical NAME & Data Inc. DBx Inc NAME Cal romax En ineerin , Inc. NAME BASE BID SCHEDULE NO QTY UNIT DESCRIPTION UNIT COST AMOUNT UNIT COST BID UNIT BID UNIT AMOUNT COST AMOUNT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT BID COST AMOUNT UNIT COST BID AMOUNT 1 1 LS Mobilization $14,741.00 $ 14,741.00 $ 925.00 $ 925.00 $ 2,800.00 $ 2,800.00 $ 5,000.00 $ 5,000.00 $ 15,464.00 $ 15,464.00 $ 13,083.00 $ 13,083.00 $ 2,500.00 $ 2,500.00 $ 4,000.00 $ 4,000.00 $ 18,000.00 $ 18,000.00 2 1 LS Clearing & Grubbing and Removals Including Haul & Disposal of Material $3,685.25 $ 3,685.25 $ 200.00 $ 200.00 $ 5,000.00 $ 5,000.00 $ 2,000.00 $ 2,000.00 $ 849.00 $ 849.00 $ 6,287.00 $ 6,287.00 $ 500.00 $ 500.00 $ 1,500.00 $ 1,500.00 $ 5,000.00 $ 5,000.00 3 1 LS Flashinq Yellow Arrow Siqnal Mod at Day Creek and Banyan (Plan Sheet 9) $27,830.00 $ 27,830.00 $ 56,725.00 $ 56,725.00 $ 60,000.00 $ 60,000.00 $ 56,000.00 $ 56,000.00 $ 54,789.00 $ 54,789.00 $ 54,023.00 $ 54,023.00 $ 58,512.00 $ 58,512.00 $ 60,238.00 $ 60,238.00 $ 44,000.00 $ 44,000.00 4 1 LS Flashing Yellow Arrow Signal Mod at Day Creek and SilverBeny St (Plan Sheet 10) $12,830.00 $ 12,830.00 $ 18,205.00 $ 18,205.00 $ 15,651.00 $ 15,651.00 $ 16,000.00 $ 16,000.00 $ 16,594.00 $ 16,594.00 $ 15,247.00 $ 15,247.00 $ 19,350.00 $ 19,350.00 $ 21,677.00 $ 21,677.00 $ 44,000.00 $ 44,000.00 5 1 LS Flashing Yellow Arrow Signal Mod at Day Creek and Victoria Park Ln Plan Sheet 11 $12,830.00 $ 12 830.00 $ 18 310.00 $ 18 310.00 $ 16 322.00 $ 16 322.00 $ 16 000.00 $ 16 000.00 $ 17 248.00 $ 17 248.00 $ 15 942.00 $ 15 942.00 $ 19 350.00 $ 19 350.00 $ 21 677.00 $ 21 677.00 $ 44 000.00 $ 44 000.00 6 1 LS Flashing Yellow Arrow Signal Mod at Day Creek and Sugar Gum St Plan Sheet 12 $12,830.00 $ 12,830.00 $ 18,205.00 $ 18,205.00 $ 15,756.00 $ 15,756.00 $ 16,000.00 $ 16,000.00 $ 16,594.00 $ 16,594.00 $ 15,839.00 $ 15,839.00 $ 19,350.00 $ 19,350.00 $ 21,677.00 $ 21,677.00 $ 44,000.00 $ 44,000.00 7 1 LS Flashinq Yellow Arrow Signal Mod at Day Creek and Church St (Plan Sheet 13) $27,830.00 $ 27,830.00 $ 56,975.00 $ 56,975.00 $ 56,095.00 $ 56,095.00 $ 56,000.00 $ 56,000.00 $ 54,705.00 $ 54,705.00 $ 53,896.00 $ 53,896.00 $ 58,525.00 $ 58,525.00 $ 60,238.00 $ 60,238.00 $ 44,000.00 $ 44,000.00 8 1 LS Flashinq Yellow Arrow Siqnal Mod at Base Line Rd at Spruce Ave (Plan Sheet 14) $25,430.00 $ 25,430. o0 $ 53,450.00 $ 53,450.00 $ 52,452.00 $ 52,452.00 $ 54,000.00 1 $ 54,000.00 $ 54,008.00 $ 54,008.00 i $ 52,390.00 1 $ 52,390.00 $ 62,400.001 $ 62,400.00 $ 59,138.00 $ 59,138.00 $ 42,000.001 $ 421000.00 9 1 LS Flashinq Yellow Arrow Siqnal Mod at Base Line Rd at Valencia Ave (Plan Sheet 15) $27,830.00 $ 27,830.00 $ 60,855.00 $ 60,855.00 $ 62,085.00 $ 62,085.00 $ 60,000.00 $ 60,000.00 $ 57,092.00 $ 57,092.00 $ 57,627.00 $ 57,627.00 $ 62,400.00 $ 62,400.00 $ 64,637.00 $ 64,637.00 $ 48,000.00 $ 48,000.00 10 1 LS Traffic Control $14,741.00 $ 14,741.00 $ 1,200.00 $ 1,200.00 $ 1,000.00 $ 1,000.00 $ 4,000.00 $ 4,000.00 $ 2,198.00 $ 2,198.00 1 $ 13,207.001 $ 13,207.00 $ 2,500.001 $ 2,500.00 $ 5,000.00 $ 5,000.00 $ 3,000.001 $ 3,000.00 TOTAL BASE BID SCHEDULE AMOUNT $ 180,577.25 $ 285,050.00 $ 287,161.00 $ 285,000.00 ffi 289,541.00 $ 297,541.00 $ 305,387.00 $ 319,782.00 $ 336,000.00 TOTAL ADDITIVE BID AMOUNT $ 329,422.75 61V $ 256,175.00 o U $ 268,735.00 o U F$-----27-2-,0-00-0-01 o U $ 273,619.00 o U $ 284,176.00 o U $ 280,244.00 o U ffi 268,475.00 o U $ 323,000.00 TOTAL BASE BID +ADDITIVE BID AMOUNT 510.000.00 541.225.00 555.896.00 557.000.00 563.160.00 581.717.00 585.631.00 588.257.00 659.000.00 Per Special Provision Section K Award and Execution of Contract. The lowest responsive bid will be calculated per Section 20103.8 of the Public Contract Code as the lowest total of the bid price on the base contract and additive (or deductive) items that when taken in order (i.e. Additive 1, Additive 2, etc.) and added to ( or deducted from) the base contract, are less than or equal to the engineering estimate. Since the lowest total bid price was not less than or equal to $510.000, there is no responsive bid for the base plus additive bid schedule. By removing the additive bid schedule, the lowest responsive base bid was submitted by Elecnor Belco Electric, Inc. Page 527 ADDITIVE BID SCHEDULE 1: UNIT UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID NO QTY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT 1 1 LS Mobilization $ 28,000.00 $ 28,000.00 $ 925.00 $ 925.00 $ 2,000.00 $ 2,000.00 $ 5,000.00 $ 5,000.00 $ 15,470.00 $ 15,470.00 $ 12,495.00 $ 12,495.00 $ 2,500.00 $ 2,500.00 $ 2,500.00 $ 2,500.00 $ 18,000.00 $ 18,000.00 2 1 LS Clearinq & Grubbinq and Removals Includinq Haul & Disposal of Material $ 7,000.00 $ 7,000.00 $ 200.00 $ 200.00 $ 1,000.00 $ 1,000.00 $ 2,000.00 $ 2,000.00 $ 849.00 $ 849.00 $ 1,572.00 $ 1,572.00 $ 500.00 $ 500.00 $ 150.00 $ 150.00 $ 5,000.00 $ 5,000.00 Install Traffic Signal Video Detection System Complete In Place at Day Creek and 3 1 LS Banyan (Plan Sheet 9) $ 40,000.00 $ 40,000.00 $ 38,350.00 $ 38,350.00 $ 40,145.00 $ 40,145.00 $ 39,000.00 $ 39,000.00 $ 38,415.00 $ 38,415.00 $ 40,374.00 $ 40,374.00 $ 41,354.00 $ 41,354.00 $ 40,138.00 $ 40,138.00 $ 45,000.00 $ 45,000.00 Install Traffic Signal Video Detection System Complete In Place at Day Creek and 4 1 I LS I SilVerBerry St (Plan Sheet 10) $ 40 000.00 $ 40 000.00 $ 33 600.00 1 $ 33 600.00 $ 35 000.00 $ 35,000.001 $ 34 500.00 $ 34 500.00 $ 33 415.00 $ 33 415.00 $ 34,819.001 $ 34 819.00 $ 36 114.00 $ 36 114.00 $ 35,354.001 $ 35 354.00 $ 40 000.00 $ 40 000.00 Install Traffic Signal Video Detection System Complete In Place at Day Creek and 5 1 LS Victoria Park Ln (Plan Sheet 11) $ 40,000.00 $ 40,000.00 $ 33,500.00 $ 33,500.00 $ 35,000.00 $ 35,000.00 $ 34,500.00 $ 34,500.00 $ 33,800.00 $ 33,800.00 $ 35,470.00 $ 35,470.00 $ 37,614.00 $ 37,614.00 $ 33,312.00 $ 33,312.00 $ 40,000.00 $ 40,000.00 Install Traffic Signal Video Detection System Complete In Place at Day Creek and Sugar 6 1 LS Gum St (Plan Sheet 12) $ 40 000.00 $ 40 000.00 $ 33 500.00 $ 33 500.00 $ 35 000.00 $ 35 000.00 $ 34 500.00 $ 34 500.00 $ 33 800.00 $ 33 800.00 $ 34 819.00 $ 34 819.00 $ 35 994.00 $ 35 994.00 $ 35 354.00 $ 35 354.00 $ 40 000.00 $ 40 000.00 Install Traffic Signal Video Detection System Complete In Place at Day Creek and 7 1 LS Church St (Plan Sheet 13) $ 40,000.00 $ 40,000.00 $ 46,100.00 $ 46,100.00 $ 47,855.00 $ 47,855.00 $ 47,000.00 $ 47,000.00 $ 46,764.00 $ 46,764.00 $ 46,626.00 $ 46,626.00 $ 49,127.00 $ 49,127.00 $ 48,813.00 $ 48,813.00 $ 53,000.00 $ 53,000.00 Install Traffic Signal Video Detection System Complete In Place at Base Line Rd at 8 1 LS Spruce Ave (Plan Sheet 14) $ 40 000.00 $ 40 000.00 $ 35 300.00 $ 35 300.00 $ 36 735.00 $ 36 735.00 $ 37 000.00 $ 37 000.00 $ 35 493.00 $ 35 493.00 $ 33 898.00 $ 33 898.00 $ 38 437.00 $ 38 437.00 $ 35 000.00 $ 35 000.00 $ 34 000.00 $ 34 000.00 Install Traffic Signal Video Detection System Complete In Place at Base Line Rd at 9 1 LS Valencia Ave (Plan Sheet 15) $ 40,000.00 $ 40,000.00 $ 33,500.00 $ 33,500.00 $ 35,000.00 $ 35,000.00 $ 34,500.00 $ 34,500.00 $ 33,415.00 $ 33,415.00 $ 33,958.00 $ 33,958.00 $ 36,104.00 $ 36,104.00 $ 35,354.00 $ 35,354.00 $ 43,000.00 $ 43,000.00 10 1 LS Traffic Control $ 14,422.75 $ 14,422.75 $ 1,200.00 $ 1,200.00 $ 1,000.00 $ 1,000.00 $ 4,000.00 $ 4,000.00 $ 2,198.00 $ 2,198.00 $ 10,145.00 $ 10,145.00 $ 2,500.00 $ 2,500.00 $ 2,50-.-0 $ 2,500.00 $ 5,000.00 $ 5,000.00 TOTAL ADDITIVE BID AMOUNT $ 329,422.75 61V $ 256,175.00 o U $ 268,735.00 o U F$-----27-2-,0-00-0-01 o U $ 273,619.00 o U $ 284,176.00 o U $ 280,244.00 o U ffi 268,475.00 o U $ 323,000.00 TOTAL BASE BID +ADDITIVE BID AMOUNT 510.000.00 541.225.00 555.896.00 557.000.00 563.160.00 581.717.00 585.631.00 588.257.00 659.000.00 Per Special Provision Section K Award and Execution of Contract. The lowest responsive bid will be calculated per Section 20103.8 of the Public Contract Code as the lowest total of the bid price on the base contract and additive (or deductive) items that when taken in order (i.e. Additive 1, Additive 2, etc.) and added to ( or deducted from) the base contract, are less than or equal to the engineering estimate. Since the lowest total bid price was not less than or equal to $510.000, there is no responsive bid for the base plus additive bid schedule. By removing the additive bid schedule, the lowest responsive base bid was submitted by Elecnor Belco Electric, Inc. Page 527 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jason C. Welday, Director of Engineering Services/City Engineer Gianfranco Laurie, Senior Civil Engineer Curt Billings, Associate Engineer SUBJECT: CONSIDERATION OF A CONTRACT WITH TSR CONSTRUCTION AND INSPECTION IN AN AMOUNT OF $54,178, PLUS A 10% CONTINGENCY, AND AUTHORIZATION OF AN APPROPRIATION IN AN AMOUNT OF $6,100 FOR THE FISCAL YEAR 2019/20 BUS STOP NO. 1-5 AT VARIOUS LOCATIONS PROJECT. RECOMMENDATION: Staff recommends that the Council: 1. Approve the plans and specifications for the Bus Stop No. 1-5 at Various Locations Project; 2. Accept the bid received for the Project; 3. Award and authorize the execution of the contract in the amount of $54,178 to the lowest responsive bidder, for the total bid plus additive bid item; 4. Authorize the expenditure of a 10% contingency in the amount of $5,418; 5. Authorize a Purchase Order in the amount of $6,255 to Aufbau Corporation for on-call construction inspection services; and 6. Authorize an appropriation in the amount of $6,100 from the Gas Tax R&T 7360 Fund (174) fund balance. BACKGROUND: On July 15, 2019, the City was awarded a grant by the San Bernardino County Transportation Authority (SBCTA) in the amount of $48,000 from the Transportation Development Act, Article 3 Program for the construction of accessibility improvements at four bus stop locations in the City. The grant requires the City to participate with 20% matching funds. A fifth location, Bus Stop No. 5 was added to the project scope, on the north side of Base Line Road west of Ramona Avenue in response to a citizen request for ADA access. While this location is not eligible for construction with grant funding, at the request of City staff, SBCTA amended the project description to include the fifth location in order to preserve the grant funding and allow inclusion of Bus Stop No. 5 with the project. A vicinity map is included as Attachment 1. The project will provide accessibility improvements by connecting sidewalks to existing public transportation stops. The improvements are intended to increase ridership, resulting in less vehicle trips and reduced CO2 emissions. ANALYSIS: Page 528 The scope of work consists of the installation of asphalt concrete sidewalk, portland cement concrete sidewalks, retaining curbs, cobble stone, ramps, truncated domes, striping, landscape, and irrigation restoration to provide accessible connections to and from existing bus stops. The contract documents call for fifteen (15) working days to complete the work. The Notice Inviting Bids was released to the general contracting community and was published in the Daily Bulletin on May 12, and May 19, 2020. The City Clerk's Office facilitated the formal solicitation for bidding the project. On May 26, 2020, the City Clerk's Office received five (5) construction bids. The Engineer's estimate for the total project (base plus additive bids) was $65,118. The apparent low bidder TSR Construction and Inspection, submitted a bid in the amount of $54,178 (17% below the Engineer's Estimate). A full bid summary is included as Attachment 2. The Engineering staff has reviewed all bids received and found all to be complete and in accordance with the bid requirements with any irregularities to be inconsequential. Staff has completed the required background investigation and finds the lowest responsive bidder TSR Construction and Inspection meets the requirements of the bid documents. ENVIRONMENTAL: Staff has determined that the project is Categorically Exempt per section 15301 "Existing Facilities" subsection (c) Class 1 of the California Environmental Quality Act (CEQA). FISCAL IMPACT: Anticipated construction costs are estimated to be as follows: Expenditure Category Amount Construction Contract $54,178 Construction Contract Contingency (10%) $5,418 Construction Inspection Services $6,255 Estimated Construction Costs $65,851 Atotal of $61,000 has been budgeted in Fiscal Year 2019/20 from the Gas Tax R&T 7360 Fund (174) and Ped Grant / Art 3 Fund (214). Current funding for this project, all of which is identified under Capital Improvement Project Account No's and inthe amounts listed below, are available in the Fiscal 2019/20 Budget: Account No. Funding Source Description Amount 11743035650/1823174-0 Gas Tax R&T 7360 (174) Bus Stop/Var. Locations $13,000 12143035650/1823214-0 Ped Grant Art 3 (214) Bus Stop/Var. Locations $48,000 Total Project Funding $61,000 However, due to the grant matching requirements and the addition of Bus Stop No. 5 that be funded entirely by funds other than the grant, a deficit of $6,100 exists and must be funded in order to proceed with construction. Sufficient funds are available in the Gas Tax R&T 7360 Fund (174) fund balance for this project. An appropriation in the amount of $6,100 from the Gas Tax R&T 7360 Fund (174) fund balance into the following project account number is requested to cover the anticipated construction costs. Account No. I Funding Source I Description Amount 11743035650/1823174-0 Gas Tax R&T 7360 (174) 1 Bus Stop/Var. Locations $6,100 Total Project Appropriation $6,100 COUNCIL GOAL(S) ADDRESSED: This item addresses the City Council's vision for the City by ensuring the construction of high quality Page 529 public improvement that promote a world class community. ATTACHMENTS: Description Attachment 1 - Vicinty Map Attachment 2 - Bid Summary Page 530 VICINITY MAP BUS STOP NO. 1-5 AT VARIOUS LOCATIONS PROJECT 5 LOCATIONS y i E Lu FTl HillsldelRd -{ d Wilson Av � m � Banyan;St i ! �°tA� LA i L�'IA 1210 5 R-210 19th;5t A • IFI.0 ELF -T 1 FLgIL PACIF C=ELE.C:TRI.0 TRAIL Basc Linc RAI �¢� Base Line Rd H i 3■ �� V. I y Fooftil'ol G r Foot)ill BI Tq 1 Arrow t !Arrow Rt 8th Qt d ,.,.t w ■ 4th ata �' 4• q T as � Ilu Page 531 DATE: 5/26/20 BED SCHEDULE B, (NIS OF BASE LINE, W/O OF RAMONA, BID SUMMARY FOR BID OPENING MAY 26, 2020 3 UNIT APPARENT LOW BIDDER 2 UNIT COST STOPS NO. 5) BUS STOP NO. 1-5 AT VARIOUS LOCATIONS TSR Construction and CT&T Concrete Paving, Gentry General Engineering BUS STOP NO. 1-5 AT VARIOUS LOCATIONS ENGINEER'S ESTIMATE Inspection AMOUNT Inc. BID SCHEDULE A, (BUS STOPS 1-4) UNIT AMOUNT UNIT $390.50 UNIT Construct PCC sidewalk for bus pad per City NO QTY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT Std. No. 103 including removal of existing otherwise noted) $352.00 Construct 3" thick AC pavement (unless $10.00 $ 8,380.00 $7.00 $5,866.00 $11.00 $9,218.00 1 838 SF otherwise noted) $300.00 $650.00 $650.00 18 22 LF Install irrigation lateral lines PVC sleeve $22.00 $ 484.00 Construct PCC sidewalk and bus pad per City $13.00 $ 15,197.00 $8.00 $9,352.00 $10.00 $11,690.00 2 1169 SF Std. No. 103 including removal of existing $500.00 $40.00 $2,000.00 19 50 SF Restore landscape with sod to match existing $20,730.00 3 Construct PCC access ramp including $20.00 $ 13,820.00 $10.00 $6,910.00 $19.00 $13,129.00 3 691 SF retaining curb and removal of existing i $1,000.00 $2.100.0101 $2,100.00 $75.00 $ 9,150.00 $119.00 TOTAL BID SCHEDULE B 1 $6,699.00 Construct PCC curb and gutter per City Std. $20.00 $ 2,440.00 $50.00 $6,100.00 $49.00 $5,978.00 41 122 1 SF 1104 including removal of existing Constructrockscape per City Std. No. 542, $30.00 $ 5,670.00 $31.00 $5,859.00 Constructrockscape per City Std. No. 542, $30.00 $ 5,670.00 $15.00 $2,835.00 $20.00 $3,780.00 5 189 SF including removal of existing Install truncated dome panel supplied by ADA Install truncated dome panel supplied by ADA Solutions, Inc. or approved equal (yellow color) $40.00 Solutions, Inc. or approved equal (yellow color) $50.00 $ 1,800.00 $40.00 $1,440.00 $20.00 $720.00 6 36 SF 7 331 LF Install 2"x4" redwood header $13.00 $ 4,303.00 $5.00 $1,655.00 $15.00 $4,965.00 8 2 EA Adjust pull box to grade $200.00 $ 400.00 $300.00 $600.00 $200.00 $400.00 9 2 EA Relocate existing sign and post $200.00 $ 400.00 $300.00 $600.00 $300.00 $600.00 $325.001 $650.00 Relocate existing sign to street light and $150.00 $ 150.00 $300.00 $300.00 $600.00 $600.00 10 1 EA salvage post 10 1 EA salvage post 11 1 EA Relocate existing sign and install new post $300.00 $ 300.00 $500.00 $500.00 $650.00 $650.00 12 37 LF Install irrigation lateral lines PVC sleeve $22.00 $ 814.00 $20.00 $740.00 $15.00 $555.00 $25.00 $ 925.00 $19.00 temporary 36" tall orange plastic safety $5.00 $ 745.00 $10.00 $1,490.00 $4.00 $596.00 13 149 LF feInstall ncing $1,490.00 $4.00 $596.00 131 149 14 11 IS IStriping including removal of existing $1,000.00 $ 1,000.00 $6,000.00 $6,000.00 $3,770.00 $3,770.00 15 1 LS Traffic control Inc. close sidewalk signage $3,000.00 $ 3,000.00 $4,000.00 $4,000.00 $4,100.00 $4,100.00 15 1 LS TOTAL BID SCHEDULE A $5,000.00 $58,419.00 $7,240.00 $48,388.00 $60,751.00 BED SCHEDULE B, (NIS OF BASE LINE, W/O OF RAMONA, UNIT 3 UNIT BIDCORRECTED AMOUNT UNITBUS UNIT COST STOPS NO. 5) BUS STOP NO. 1-5 AT VARIOUS LOCATIONS FS Contractors, Inc EBS General En i ering Gentry General Engineering NO QTY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT $390.50 $390.50 Construct PCC sidewalk for bus pad per City $13.00 $ 4,615.00 $10.00 $3,550.00 $10.00 $3,550.00 16 355 SF Std. No. 103 including removal of existing otherwise noted) $352.00 19 50 SF Restore landscape with sod to match existing 17 1 EA Relocate existing sign and post $200.00 $ 200.00 $300.00 $300.00 $650.00 $650.00 18 22 LF Install irrigation lateral lines PVC sleeve $22.00 $ 484.00 $20.00 $440.00 $15.00 $330.00 TOTAL BID SCHEDULE B 1 $9,280.00 $8.00 $ 400.00 $10.00 $500.00 $40.00 $2,000.00 19 50 SF Restore landscape with sod to match existing $20,730.00 3 691 SF retaining curb and removal of existing 20 1 LS Traffic control inc. close sidewalk signage i $1,000.00 $ 1,000.00 i $1,000.00 i $1,000.00 $2.100.0101 $2,100.00 $75.00 $ 9,150.00 $119.00 TOTAL BID SCHEDULE B 1 $6,699.00 $9,150.00 $5,790.00 122 $8,630.00 TOTAL BID SCHEDULE A+BID SCHEDULE B $65,118.00 $54,178.00 $69,381.00 Bm SCHEDULE B, (NIS OF BASE LINE, W/O OF RAMONA, BUS STOPS NO. 5) BID SUMMARY FOR BID OPENING MAY 26, 2020 3 UNIT COST BIDCORRECTED AMOUNT 4 UNIT COST 5 NO QTY UNIT DESCRIPTION COST BUS STOP NO. 1-5 AT VARIOUS LOCATIONS FS Contractors, Inc EBS General En i ering Gentry General Engineering NO QTY UNIT DESCRIPTION UNIT COST BED AMOUNT UNIT COST BID AMOUNT CORRECTED AMOUNT UNIT COST BID AMOUNT $390.50 $390.50 Construct 3" thick AC pavement (Unless $10.00 $ 8,380.00 $10.50 $8,799.00 Install irrigation lateral lines PVC sleeve $13.00 $10,894.00 1 838 SF otherwise noted) $352.00 19 50 SF Restore landscape with sod to match existing $15.00 $ 750.00 $33.56 $1,678.00 Construct PCC sidewalk and bus pad per City $11.00 $ 12,859.00 $9.50 $11,105.50 Traffic control inc. close sidewalk signage $10.00 $11,690.00 2 1169 SF Std. No. 103 including removal of existing $7,000.00 TOTAL BID SCHEDULE B 1 $9,280.00 $7,309.50 Construct PCC access ramp including $20.00 $ 13,820.00 $20.00 $13,820.00 $30.00 $20,730.00 3 691 SF retaining curb and removal of existing Construct PCC curb and gutter per City Std. $75.00 $ 9,150.00 $119.00 $14,518.00 $75.00 $9,150.00 4 122 SF 104 including removal of existing Constructrockscape per City Std. No. 542, $30.00 $ 5,670.00 $31.00 $5,859.00 $23.00 $4,347.00 5 189 SF includinq removal of existinq Install truncated dome panel supplied by ADA Solutions, Inc. or approved equal (yellow color) $40.00 $ 1,440.00 $53.00 $1,908.00 $60.00 $2,160.00 6 36 SF 7 331 LF Install 2"x4" redwood header $10.00 $ 3,310.00 $5.40 $1,787.40 $13.00 $4,303.00 8 2 EA Adjust pull box tograde $500.00 $ 1,000.00 $250.00 $500.00 $500.00 $1,000.00 9 2 EA Relocate existing sign and post $400.00 $ 800.00 $297.00 $594.00 $325.001 $650.00 Relocate existing sign to street light and $300.00 $ 300.00 $148.50 $148.50 $150.00 $150.00 10 1 EA salvage post 11 1 EA Relocate existing sign and install new post $500.00 $ 500.00 $390.50 1 $390.50 $420.001 $420.00 12 37 LF Install irrigation lateral lines PVC sleeve $25.00 $ 925.00 $19.00 $703.00 $10.001 $370.00 Install temporary 36" tall orange plastic safety $4.00 $ 596.00 $10.00 $1,490.00 $4.00 $596.00 131 149 LF fencing 14 1 LS Striping including removal of existing $6,000.00 $ 6,000.00 $5,240.10 $5,240.10 5,500.00 $5,500.00 15 1 LS Traffic control inc. close sidewalk signage $5,000.00 $ 5,000.00 $7,240.00 $7,240.00 4,000.00 �Sl $14,000.00 TOTAL BID SCHEDULE A $69,750.00 $74,067.00 $74,103.00' $85,960.00 Bm SCHEDULE B, (NIS OF BASE LINE, W/O OF RAMONA, BUS STOPS NO. 5) UNIT AMOUNT UNIT COST BIDCORRECTED AMOUNT AMOUNT UNIT COST AMOUNT NO QTY UNIT DESCRIPTION COST 16 355 SF Construct PCC sidewalk for bus pad per City Std. No. 103 including removal of existing $12,00 $ 4,260.00 $9.50 $3,372.50 $10.00 $3,550.00 17 1 EA Relocate existing sign and post $500.00 $ 500.00 $390.50 $390.50 $420.00 $420.00 18 22 LF Install irrigation lateral lines PVC sleeve $35.00 $ 770.00 $19.00 $418.00 $16.00 $352.00 19 50 SF Restore landscape with sod to match existing $15.00 $ 750.00 $33.56 $1,678.00 $35.00 $1,750.00 20 1 LS Traffic control inc. close sidewalk signage $3,000.00 1 $ 3,000.00 1 $1,450.501 $1,450.501 1 $7,000.001 $7,000.00 TOTAL BID SCHEDULE B 1 $9,280.00 $7,309.50 $13,072.00 TOTAL BID SCHEDULE A+ BID SCHEDULE B $79,030.00 $81,376.50 $81,413.50* $99,032.00 * BID DOCUMENT HAD AN ERROR IN TOTAL BID SCHEDULE WHICH HAVE BEEN ADJUSTED PER THE BID DOCUMENTS. Page 532 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jason C. Welday, Director of Engineering Services/City Engineer Gianfranco Laurie, Senior Civil Engineer Sandra Salazar, Associate Engineer SUBJECT: CONSIDERATION OF A CONTRACT WITH MVC ENTERPRISES INC., IN AN AMOUNT OF $547,200, PLUS A 10% CONTINGENCY, AND AN APPROPRIATION IN THE AMOUNT OF $164,190 FOR THE SOUTHWEST CUCAMONGA CLASS I BICYCLE TRAIL, MSRC CONTRACT NO. ML16052 PROJECT. RECOMMENDATION: Staff recommends that the City Council: 1. Approve the plans and specifications for the Southwest Cucamonga Class I Bicycle Trail, MSRC Contract No. ML16052 Project (Project); 2. Accept the bids received for the Project; 3. Award and authorize the execution of a contract in the amount of $547,200; to the lowest responsive bidder MVC Enterprises Inc., for the base bid only; 4. Authorize the expenditure of a 10% contingency in the amount of $54,720; 5. Authorize a Purchase Order in the amount $44,480 to Aufbau Corporation for on-call construction inspection services; 6. Authorize a Purchase Order in the amount of $29,663 to Ninyo and Moore for on-call materials testing services; and 7. Authorize an appropriation in the amount of $164,190 from the AB 2766 Air Quality Improvement (Fund 105) fund balance. BACKGROUND: In 2010, the City of Rancho Cucamonga (City) and San Bernardino County Flood Control District (District) executed a Common Use Agreement, Contract No. 1053, for a recreational multiuse community trail along portions of Day Creek, Cucamonga Creek and Deer Creek Channels. The agencies have since approved Amendment No's. 1, 2, 3 and 4 to that agreement which added segments of recreational multiuse trail systems on maintenance roads to the City's trail network. On August 17, 2016 the City Council approved the agreement ML16052 with the South Coast Air Page 533 Quality Management District (SCAQMD) administered by the Mobile Source Air Pollution Reduction Review Committee (MSRC) and allocated $680,821 in MSRC funds to revenue acount no. 11050004740. The City was awarded a Clean Transportation Funding Grant from MSRC, contract number ML16052 for up to fifty percent of the project estimate. The City anticipates a reimbursement of up to $315,576 once the project is completed. Copies of the City Council Staff Reports are held on file with the City Clerk's office. ANALYSIS: The scope of work consists of clearing and grubbing, weed killing, crack seal existing asphalt pavement, slurry seal, new asphalt pavement, installation of bollards/gates, mow curb, signage and striping. A vicinity map is included as Attachment 1. The Notice Inviting Bids was released to the general contracting community and was published in the Daily Bulletin on May 19, and May 26, 2020. The City Clerk's Office facilitated the formal solicitation for bidding the project. On June 2, 2020, the City Clerk's Office received four (4) construction bids. The Engineer's estimate for the project was $849,000 which include the base bid and additive bid. At this time, staff recommends awarding the base bid only, estimated at $488,870, due to budget constraints. The apparent low bidder, MVC Enterprises Inc., submitted a bid in the amount of $547,200 for the base bid work. A full bid summary is included as Attachment 2. Although the project cost is higher that expected due to removing and replacing portions of asphalt concrete pavement and minor striping enhancements, staff believes that the bids received are reasonable and that moving forward with the recommended award of a construction contract is in the best interest of the City in order to leverage the MRSC grant funding available. The Engineering staff has reviewed all bids received and found all to be complete and in accordance with the bid requirements with any irregularities to be inconsequential. Staff has completed the required background investigation and finds the lowest responsive bidder MVC Enterprises Inc., meets the requirements of the bid documents. ENVIRONMENTAL: Staff has determined that the project is Categorically Exempt per Section 15301 "Existing Facilities" subsection (c), Class 1 of the Categorically Environment Quality Act (CEQA). FISCAL IMPACT: Anticipated construction costs are estimated to be as follows: Expenditure Category Amount Construction Contract $547,200 Construction Contract Contingency (10%) $54,720 Construction Inspection Services $44,480 Construction Materials Testing $29,663 Estimated Construction Costs $676,063 A total of $636,160 has been budgeted in Fiscal Year 2019/20 from the AB 2766 Air Quality Improvement (Fund 105) to construct the project. However, a portion of the funds have been used to pay for design cost and permit fees therefore, an amount of $511,876 remains available for the construction of this project. Funding for this project is available under the Capital Improvement Project Account No. below. Account No. I Funding Source I Description Amount 11052085650/1953105-0 1 AB 2766 Air Quality Imp. I Cucamonga/Deer Crk $511,876 Page 534 (105) Cls 1 Total Project Funding 1 $511,876 A deficit of $164,187 exists and must be funded in order to proceed with construction. Sufficient funding is available in the AB 2766 Air Quality Improvement (Fund 105) fund balance for this project. An appropriation of $164,190 from the AB 2766 Air Quality Improvement (Fund 105) fund balance into the following project account number is required to cover the anticipated construction costs. Account No. Funding Source Description Amount 11052085650/1953105-0 AB 2766 Air Quality Imp. (105) Cucamonga/Deer Crk Cls 1 $164,190 Total Project Appropriation $164,190 The AB 2766 Discretionary Fund contract with the SCAQMD allows for funding reimbursement to the City for fifty percent of the project cost up to a maximum of $315,576 once the project is completed. COUNCIL GOAL(S) ADDRESSED: This item addresses the City Council's vision for the City by ensuring the construction of high quality public improvements that promote a world class community. ATTACHMENTS: Description Attachment 1 - Vicinity Map Attachment 2 - Bid Summary Page 535 ATTACHMENT 1 SOUTHWEST CUCAMONGA CLASS I BIKE TRAIL PROJECT VICINITY MAP NOT TO SCALE rn rb a y n —1 p A 71 = Try -on St m A - r -_ Salt BErnardlna Rd A = TBYI'd Ylsid ^y n a 3 Tawn Center L N Blvd a GG n d A 3 s Rancho Cucamonga d N J N C_ > Ar,r.-n Rte q y d N � E U E Olive St a' m Z m e) 2 O 7 ev b N y a D < Ferarl 81VC: rth monga 8th St 7th st 7th St Er a s _ = c n a m Q - < � C 1 ro J_ a d m � y � n df w 7 .J E -0th 5- Cu c an19 nga- Gua5 Li Regionai Park Project A Page 536 ATTACHMENT 2 BID SUMMARY FOR BID OPENING JUNE 2, 2020 APPARENT LOW BIDDER 2 3 4 UNIT UNIT BID COST AMOUNT COST AMOUNT ENTERPRISES INC. ALL AMERICAN ASPHALT ONYX PAVING COMPANY INC. GM SAGER CONSTRUCTION COMPANY INC. SOUTHWEST CUCAMONGA CLASS I BICYCLE TRAIL PROJECT, MSRC CONTRACT NO.ML16502MVC ENGINEER'S ESTIMATE BASE BID DEER CREEK CHANNEL UNIT UNIT BID UNIT BID UNIT BID UNIT BID NO CITY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT 1 1 LS Mobilization $5,000.00 5,000.00 5,500.00 5,500.00 41 700.00 41 700.00 10 854.80 10 854.80 30 000.00 30 000.00 Mobilization 5,000.00 5,000.00 5.500.00 Clearing And Grubbing - Includes Sweeping All Pavements Receiving Slurry Seal And 31 140.00 31 140.00 10 080.50 10 080.50 30 000.00 30 000.00 2 Clearing And Grubbing - Includes Sweeping All Pavements Receiving Slurry Seal And Pavement Marking/ Striping, And Removal Of All Shrubs And Plant Materials That Are In 2 1 LS 00000 Conflict With The Propose Work -Includes All Haulin And Dis osal Costs 60"- .0 6.000.00 6,500.00 $ 6,500.00 5,450.00 5.450.00 111 000.00 111 000.00 25 000.00 25 000.00 3 1 LS BMP's 2 000.00 2,000.00 3,500.00 3,500.00 6,150.00 6,150.00 3,000.00 3,000.00 10 000.00 10 000.00 4 1 EA Remove And Salvage Gate. 1 000.00 1.000.00 450.00 450.00 800.00 800.00 2.000.00 2.000.00 1.800.00 1.800.00 5 18 EA Remove And Salvage No Trespassing Sign And Sign Post. $50.00 900.00 50.00 900.00 259.00 4.662.00 150.00 2.700.00 200.00 3.600.00 6 10 000.00 $ 10 000.00 Remove Irrigation Lines And Sprinkler Heads That Are In Conflict With The Proposed 1 LS Improvements And Modif /Ad'ust Irrigation System As Necessary $3,000.00 3,000.00 3,500.00 3,500.00 5,570.00 5,570.00 15 000.00 15 000.00 12 000.00 12 000.00 7 $ 800.00 $ 2.400.00 3.000.00 9,000.00 Remove Cobblestone Paving That Is In Conflict With The Proposed Improvements. Restore $ 7.500.00 Remove Chain Link Fence, Gate, Post, And Concrete Foundation That Are In Conflict With 1 LS iCobblestone Paving In The Vicinity Of The Proposed Improvements $5.000.00 5.000.00 7.500.00 $ 7.500.00 21 850.00 21 850.00 4.000.00 4.000.00 12 000.00 12 000.00 8 1 EA Remove/ Relocate Pi e - Detail Cc Sheet 19 Of 19 200.00 200.00 1.750.00 1,750.00 2,450.00 2.450.00 5.000.00 5,000.00 4,000.00 4,000.00 9 60.00 720.00 225.00 Relocate Boulders And Rocks To An Area Just Outside Of The Proposed Ac Improvements, 80.00 960.00 125.00 1,500.00 300.00 3,600.00 6 1 LS Recess Boulders And Rocks Per City Standard Plan 542-A $2.000.00 2.000.00 3.500.00 3.500.00 24 660.00 24 660.00 5.000.00 5.000.00 7.500.00 7.500.00 12 EA Remove And Salvage No Tresimssing Sign And Sign Post. Sawcut And Remove Asphaltic Concrete Pavement (Estimated 3 -Inch Thick), And Replace 600.00 50.00 600.00 259.00 3,108.00 200.00 2,400.00 200.00 2,400.00 With 3 -Inch Thick Asphaltic Concrete Pavement Over Compacted Native Soil Materials - 10 Locations Of The Removals And Replacements Will Be Directed In The Field By City S 1,000 SF Inspector $8.00 8,000.00 14.00 14 000.00 18.00 18 000.00 7.00 7,000.00 14.00 14 000.00 11 Grade As Required To Accommodate The Proposed Graded Slopes At The Trail Entry 1 LS Points. $4.000.00 $ 4.000.00 3.500.00 $ 3.500.00 19 000.00 $ 19 000.00 7.000.00 7.000.00 20 000.00 $ 20 000.00 12 Construct Slurry Seal, Type II, Including Crack Sealant, Weed Kill And A.C. Grinding Per 12.430 SY Detail 4 Sht. 2 Of 19 $10.00 124 300.00 7.00 87 010.00 3.10 38 533.00 5.00 62 150.00 11.00 136 730.00 13 Construct 3 -Inch Thick Ac Pavement Over 6 Inches Of Compacted Native Soil Material - 450 TON Com acted To 95 % Relative Com action 130.00 58 500.00 135.00 60 750.00 139.00 62 550.00 195.00 87 750.00 240.00 108 000.00 14 450 LF Construct 2X4 Redwood Headerboard Per Detail 3 On Sheet 2 $15.00 6,750.00 20.00 9,000.00 26.00 11 700.00 10.00 4,500.00 30.00 13 500.00 15 Construct Pipe Gate Per San Bernardino County Flood Control District Standard Plan 209. 1 EA Width Per Plan $2.000.00 2.000.00 3.500.00 $ 3.500.00 4.575.00 4.575.00 11 000.00 11 000.00 5.000.00 5,000.00 16 16 EA IConstruct Bollard Per Detail On Sheet 2 $600.00 9,600.00 1,250.00 20 000.00 905.00 14 480.00 800.00 12 800.00 800.00 12 800.00 17 3 EA Ad'ust Utility Box To Grade $300.00 900.00 1,250.00 3,750.00 817.00 2,451.00 1,000.00 3,000.00 500.00 1.500.00 18185 LF Construct Retaining Curb Per Detail 5 On Sheet 2 $15.00 $ 1,275.00 90.00 $ 7,650.00 $ 189.00 16 065.00 125.00 $ 10 625.00 150.00 12 750.00 19 32 EA Paint "Bike Lane" And Bike Arrow Legends Per Caltrans Standard A24 $150.00 4,800.00 350.00 11 200.00 133.00 4,256.00 177.00 5,664.00 225.00 7,200.00 20( F) Paint 4" Yellow Stripe Per Detail 1 On Sheet 2 - Reflects The Length Of Pavement Which 2,730 LF Receives Paint $1.50 4.095.00 3.00 $ 8.190.00 0.75 2.047.50 0.69 1.883.70 1.00 $ 2 730.00 21( F) 12,750 LF Paint 4" White Solid Stripe $1.00 12 750.00 1.50 $ 19 125.00 0.43 5,482.50 1 0.69 8 797.50 1.00 12 750.00 22 45 EA Furnish And Install Sign (Type Per Plan With Sign Post Per Cit Standard Plan 401-B $150.00 6,750.00 400.00 $ 18 000.00 $ 282.00 12 690.00 295.00 13 275.00 375.00 16 875.00 23 1 LS Traffic Control $3,000.00 3,000.00 12 250.00 12 250.00 6,01000 6,010.00 23 000.00 23 000.00 20 000.00 20 000.00 (r)=nrvHL-ii❑M TOTAL BASE BID DEER CREEK AMOUNT 271 820.00 311 025.00 331 132.00 CORRECTED 417 000.00 489 735.00 Page 537 BASE BID CUCAMONGA CREEK CHANNEL UNIT UNIT BID COST AMOUNT COST AMOUNT UNIT COST BID UNIT BID AMOUNT COST AMOUNT UNIT COST BID AMOUNT NO CITY UNIT DESCRIPTION 1 1 LS Mobilization 5,000.00 5,000.00 5.500.00 5,500.00 31 140.00 31 140.00 10 080.50 10 080.50 30 000.00 30 000.00 Clearing And Grubbing - Includes Sweeping All Pavements Receiving Slurry Seal And 2 Pavement Marking/ Striping, And Removal Of All Shrubs And Plant Materials That Are In 1 LS Conflict With The Proposed Work - Includes All Hauling And Disposal Costs $ 6,000.00 $ 6,000.00 7,500.00 $ 7,500.00 $ 4,550.00 $ 4,550.00 50 000.00 50 000.00 25 000.00 $ 25 000.00 3 1 LS BMP's $ 2,000.00 $ 2.000.00 4,500.00 $ 4,500.00 $ 4,100.00 $ 4,100.00 3,000.00 3.000.00 10 000.00 $ 10 000.00 4 EA Remove And Salvage Gate. $ 1,000.00 $ 3,000.00 500.00 $ 1,500.00 $ 800.00 $ 2.400.00 3.000.00 9,000.00 2,500.00 $ 7.500.00 Remove Chain Link Fence, Gate, Post, And Concrete Foundation That Are In Conflict With 5 The Proposed Improvements. Provide End Fence Posts And Matching Fencing As Required 112 LF To Close Gas 60.00 720.00 225.00 2,700.00 80.00 960.00 125.00 1,500.00 300.00 3,600.00 6 12 EA Remove And Salvage No Tresimssing Sign And Sign Post. 50.00 600.00 50.00 600.00 259.00 3,108.00 200.00 2,400.00 200.00 2,400.00 Page 537 ATTACHMENT 2 BID SUMMARY FOR BID OPENING JUNE 2, 2020 8TH STREET APPARENT LOW BIDDER 2 3 4 UNIT BID UNIT BID UNIT GM SAGER CONSTRUCTION SOUTHWEST CUCAMONGACLASS I BICYCLE TRAIL PROJECT, MSRC CONTRACT NO.ML16502MVC ENGINEER'S ESTIMATE ENTERPRISES INC. ALL AMERICAN ASPHALT ONYX PAVING COMPANY INC. COMPANY INC. 7 AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT 1 1 LS Mobilization $ 20 000.00 20 000.00 5,5 0.00 12 LF Remove Ac Berm 15.00 180.00 10.00 120.00 25.00 300.00 15.00 180.00 150.00 1.800.00 8 Remove Irrigation Lines And Sprinkler Heads That Are In Conflict With The Proposed 1 LS Clearing And Grubbing - Includes All Hauling And Disposal Costs 6,000.00 6,000.00 4,500.00 1 LS Improvements And Modi /Ad'ust Irrigation System As Necessary 3,000.00 3,000.00 7,500.00 7,500.00 5,570.00 5,570.00 11 000.00 11 000.00 12 000.00 12 000.00 9 Remove Cobblestone Paving That Is In Conflict With The Proposed Improvements. Restore 2 LF Sawcut And Remove Concrete Curb And Gutter 25.00 50.00 20.00 1 LS Cobblestone Paving In The Vicinity Of The Proposed Improvements 5,000.00 5,000.00 5,500.00 5,500.00 20 690.00 20 690.00 24 000.00 24 000.00 15 000.00 15 000.00 10 9 SF Sawut And Remove Concrete Sidewalk 8.00 72.00 20.00 10 LF Remove Concrete Mow Curb That Is In Conflict With The Proposed Improvements 10.00 100.00 10.00 100.00 30.00 300.00 30.00 300.00 150.00 1,500.00 11 1 EA iRemove Pipe - Detail D Sheet 4 Of 19 200.00 200.00 750.00 750.00 800.00 800.00 2.000.00 2.000.00 4,000.00 4.000.00 12 Relocate Boulders And Rocks To An Area Just Outside Of The Proposed Ac Improvements, 1 LS Recess Boulders And Rocks Per City Standard Plan 542-A 2,000.00 2,000.00 5,500.00 5,500.00 24 670.00 24 670.00 4,000.00 4,000.00 7,500.00 7,500.00 Sawcut And Remove Asphaltic Concrete Pavement (Estimated 3 -Inch Thick), And Replace 13 With 3 -Inch Thick Asphaltic Concrete Pavement Over Compacted Native Soil Materials - Locations Of The Removals And Replacements Will Be Directed In The Field By City S 1,000 SF Inspector 8.00 8,000.00 14.00 $ 14 000.00 18.00 18 000.00 7.00 7,000.00 14.00 14 000.00 14 Grade As Required To Accommodate The Proposed Graded Slopes At The Trail Entry 1 LS Points. 4,000.00 4,000.00 4,000.00 $ 4,000.00 19 000.00 19 000.00 7,000.00 7,000.00 25 000.00 25 000.00 15 Construct Slurry Seal, Type li, Including Crack Sealant, Weed Kill And A.C. Grinding Per 11.500 SY Detail 4 Sht. 2 Of 19 10.00 $ 115 000.00 7.00 $ 80 500.00 3.30 37 950.00 5.00 57 500.00 11.00 126 500.00 16 Construct 3 -Inch Thick Ac Pavement Over 6 Inches Of Compacted Native Soil Material - 70 TON Com acted To 95 % Relative Com action 130.00 9,100.00 135.00 $ 9,450.00 349.00 24 430.00 196.00 13 720.00 300.00 21 000.00 17 322 LF Construct 2X4 Redwood Headerboard Per Detail 3 On Sheet 2 15.00 4.830.00 25.00 8,050.00 26.00 8,372.00 10.00 3,220.00 40.00 $ 12 880.00 18 Construct 4 -Inch Thick Concrete Sidewalk Over 6 Inches Of Compacted Native Soil Material 830 SF Compacted To 95% Relative Compaction Per City Standard Plan 103 15.00 12 450.00 16.00 13 280.00 14.30 11 869.00 13.00 10 790.00 14.00 11 620.00 19 Construct Pipe Gate Per San Bernardino County Flood Control District Standard Plan 209. 3 EA Width Per Plan 2,000.00 6,000.00 2,500.00 7,500.00 4,575.00 13 725.00 11 000.00 33 000.00 5,000.00 15 000.00 20 12 EA Construct Bollard Per Detail On Sheet 2 $ 600.00 7,200.00 1,250.00 $ 15 000.00 905.00 $ 10 860.00 800.00 9,600.00 800.00 9,600.00 21 1 EA Adust Utility Box To Grade $ 300.00 300.00 1,000.00 $ 1.000.00 817.00 817.00 1,000.00 1.000.00 500.00 500.00 22 65 LF Construct Ac Berm - Match Ad'acent Ac Berm In Type And Dimensions 25.00 1,625.00 30.00 $ 1,950.00 75.00 4,875.00 24.00 1,560.00 50.00 3,250.00 23 24 EA Paint"Bike Lane" And Bike Arrow Le ends Per Caltrans Standard A24 150.00 3.600.00 350.00 $ 8.400.00 70.00 1.680.00 177.00 4.248.00 225.00 5.400.00 24(F) Paint 4" Yellow Stripe Per Detail 1 On Sheet 2 - Reflects The Length Of Pavement Which 2,300 LF Receives Paint 1.50 3,450.00 2.00 $ 4,600.00 0.74 1,702.00 0.69 1,587.00 1.00 2,300.00 25(F) 9.050 LF Paint 4" White Solid Stripe 1.00 9,050.00 1.50 13 575.00 0.43 3.891.50 0.69 6.244.50 1.00 9.050.00 26 26 EA Furnish And Install Si n T e Per Plan With Sin Post Per Cit Standard Plan 401-B 150.00 3,900.00 350.00 $ 9,100.00 282.00 7,332.00 295.00 7,670.00 375.00 9,750.00 27 1 EA Remove And Salvage "End" Sign And Post 50.00 50.00 250.00 $ 250.00 91.00 91.00 200.00 200.00 300.00 300.00 28 1 EA Remove And Salva a "Bike Route"Sin 50.00 $ 50.00 250.00 $ 250.00 259.00 259.00 200.00 200.00 300.00 300.00 29 1 LS Traffic Control 3,000.00 $ 3,000.00 3,500.00 3,500.00 $ 6,010.00 6,010.00 10 000.00 10 000.00 20 000.00 $ 20 000.00 tr1= rirvNL rAr i I tnn TOTAL BASE BID CUCAMONGA CREEK AMOUNT 219 405.00 236 175.00 269 451.50 292 000.00 406 750.00 ADDITIVE BID 1: 8TH STREET UNIT UNIT BID UNIT BID UNIT BID UNIT BID NO CITY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT 1 1 LS Mobilization $ 20 000.00 20 000.00 5,5 0.00 5.500.00 11 565.00 $ 11 565.00 10 000.00 10 000.00 15 000.00 $ 15 000.00 2 1 LS Clearing And Grubbing - Includes All Hauling And Disposal Costs 6,000.00 6,000.00 4,500.00 4,500.00 1,690.00 1,690.00 49 000.00 49 000.00 5,000.00 5,000.00 3 2 LF Sawcut And Remove Concrete Curb And Gutter 25.00 50.00 20.00 40.00 74.00 148.00 15.00 30.00 30.00 60.00 4 9 SF Sawut And Remove Concrete Sidewalk 8.00 72.00 20.00 180.00 17.00 153.00 6.00 54.00 4.00 36.00 Page 538 ATTACHMENT 2 BID SUMMARY FOR BID OPENING JUNE 2, 2020 APPARENT LOW BIDDER 2 3 4 GM SAGER CONSTRUCTION SOUTHWEST CUCAMONGA CLASS I BICYCLE TRAIL PROJECT, MSRC CONTRACT NO.ML16502MVC ENGINEER'S ESTIMATE ENTERPRISES INC. ALL AMERICAN ASPHALT ONYX PAVING COMPANY INC. COMPANY INC. 5 Sawcut And Remove Asphaltic Concrete Pavement And Subgrade - Estimated 5 Inches 4,930 SF Thick A.C. And 4 Inches Thick Base 15.00 73 950.00 1.50 $ 7,395.00 3.60 17 748.00 2.00 9,860.00 4.50 22 185.00 6 Sawcut And Remove Asphaltic Concrete Pavement Within Private Property - Estimated 4 102 SF Inches Thick 10.00 1,020.00 2.00 $ 204.00 5.80 591.60 10.00 1,020.00 4.00 408.00 7 Sawcut And Remove Concrete Pavement Within Public Right -Of -Way - Estimated 6 Inches 94 SF Thick 10.00 940.00 2.00 188.00 7.80 733.20 16.00 1504.00 6.00 564.00 8 437 SF Sawcut And Remove Concrete Pavement Within Private Property - Estimated 6 Inches Thick 10.00 4,370.00 2.00 874.00 6.70 2.927.90 16.00 6,992.00 6.00 2,622.00 9 23 LF Sawcut And Remove Asphaltic Concrete Berm $ 2000. $ 460.00 20.00 $ 460.00 12.75 293.25 15.00 345.00 20.00 $ 460.00 10 Sawcut And Remove Concrete Curb And Concrete Curb Foundation Along The Entire 40 LF Frontage Of The Property Located At 10185 8Th Street 10.00 400.00 10.00 $ 400.00 22.00 880.00 69.00 2,760.00 30.00 1,200.00 11 Remove Tree Stump And Treat Roots In Conflict With The Proposed Construction - Within 1 LS The Property Located At 10185 8Th Street 500.00 500.00 5,500.00 5,500.00 2,660.00 2.660.00 7,000.00 7,000.00 2,500.00 2,500.00 12 Remove Fence, Gate, And Fence Footing Along The Entire Frontage Of The Property 28 LF Located At 10185 8Th Street 20.00 560.00 30.00 $ 840.00 75.00 2,100.00 100.00 2,800.00 100.00 2,800.00 13 Construct Chain Link Fence And Gate Per City Standard Plan 607 - 4' High - Fronting The 41 LF lProDertv Located At 10185 8Th Street 120.00 4,920.00 300.00 12 300.00 84.00 3.444.00 125.00 5.125.00 100.00 4.100.00 14 Remove Chainlink Fencing And Fence Gate Along The Frontage Of The Property Located At 50 LF 10179 8Th Street Vacant Lot 20.00 $ 1,000.00 30.00 $ 1,500.00 $ 53.00 2.650.00 100.00 $ 5,000.00 30.00 1,500.00 15 1 EA Remove Timber Post - Fronting The Property Located At 10179 8Th Street Vacant Lot 200.00 200.00 250.00 $ 250.00 800.00 800.00 5,000.00 5,000.00 1,500.00 1,500.00 16 Construct Chain Link Fence And Gate Per City Standard Plan 607 - 6' High - Fronting The 50 LF Property Located At 10179 8Th Street(Vacant Lot 160.00 8,000.00 300.00 15 000.00 84.00 4,200.00 125.00 6,250.00 100.00 5,000.00 17 Remove Shrubs And Timber Post In Conflict With The Proposed Sidewalk Construction - 1 EA Frontino The Property Located At 10153 8Th Street 300.00 300.00 2.500.00 2.500.00 3.200.00 3,200.00 7.320.00 7.320.00 2,500.00 2,500.00 18 Construct Variable Thickness Compacted Soil Materials. Grade To Drain - Located At 10153 1 LS 8Th Street 1,500.00 1,500.00 7,500.00 7,500.00 600.00 600.00 5,000.00 5,000.00 3,000.00 3,000.00 19 170 TON Construct 5 -Inch Thick Asphaltic Concrete Pavement 140.00 23 800.00 135.00 22 950.00 129.00 21 930.00 196.00 33 320.00 220.00 37 400.00 20 135 TON Construct 4 -Inch Thick Crushed Aggregate Base 60.00 8,100.00 35.00 4,725.00 61.00 8,235.00 137.00 18 495.00 80.00 10 800.00 21 Construct 6 -Inch Thick Compacted Soil Materials Under Crushed Aggregate Base. Includes 5,346 SF Preparation Of Subgrade And Ad'ustment Of Subgrade To New Grades 5.00 26 730.00 3.00 16 038.00 1.05 5.613.30 2.00 10 692.00 3.00 16 038.00 Construct Modified A2-8 Curb And Gutter Over 6 -Inch Thick Compacted Soil Materials Per 22 Details Shown On Plan. Includes Construction Of Modified Curb And Gutter Fronting Driveway Approaches As Shown On Plan. Includes Preparation Of The Subgrade And 305 LF Ad'ustment Of Subgrade To New Grades. See Ci Standard Plans 101 And 103 50.00 15 250.00 85.00 25 925.00 44.40 13 542.00 69.00 21 045.00 50.00 15 250.00 23 Construct 4 -Inch Thick Concrete Sidewalk Over 6 -Inch Thick Compacted Soil Materials Per Section Shown On Plan. Includes Preparation Of The Subgrade And Adjustment Of The 580 SF Sub rade To Proposed Grades. See City Standard Plans 101 And 103 15.00 8,700.00 16.00 $ 9,280.00 $ 9.70 5,626.00 13.00 7,540.00 12.00 6,960.00 Construct 6 -Inch Thick Concrete Drive Approach Over 6 -Inch Thick Compacted Soil 24 Materials Per Detail And Cross Section Shown On Plans. Excludes The Curb And Gutter Fronting The Drive Approach. Includes Preparation Of The Sugrade And Adjustment Of 611 SF Subgrade To New Grades. See City Standard Plans 101 And 103 $ 20.00 12 220.00 20.00 12 220.00 13.30 8,126.30 16.00 9,776.00 14.00 $ 8,554.00 25 Adjust Water Meter And Water Meter Box To Grade. Relocate Water Service Line Behind 3 EA The Water Meter As Required $ 3,000.00 $ 9,000.00 750.00 $ 2,250.00 $ 5,850.00 17 550.00 1,000.00 3,000.00 600.00 $ 1,800.00 26 Relocate Water Meter And Water Meter Box. Relocate The Water Service Line Behind The 2 EA Water Meter As Required $ 5q000.00 10 000.00 1.500.00 $ 3.000.00 $ 5,850.00 11 700.00 7.000.00 14 000.00 600.00 $ 1,200.00 27 1 EA Ad'ust Water Valve To Finish Grade 300.00 300.00 750.00 $ 750.00 817.00 817.00 1 000.00 1 000.00 600.00 600.00 28 Construct 6 -Inch Thick Concrete Pavement Over 6 -Inch Thick Compacted Soil Materials - 437 SF Within Private Pro erties 20.00 8,740.00 20.00 8,740.00 14.00 6,118.00 16.00 6,992.00 14.00 6,118.00 2g Construct 6 -Inch Thick Asphaltic Concrete Pavement Over 6 -Inch Thick Compacted Soil 125 SF Materials - At San Bernardino County Driveway Location 20.00 2,500.00 15.00 1,875.00 14.00 1,750.00 13.00 1 625.00 10.00 1,250.00 Page 539 ATTACHMENT 2 TOTAL ADDITIVE BID 1: 8TH STREET AMOUNT 263 657.00 192 584.00 168 510.55 269 000.00 186 825.00 ADDITIVE BID 2: HUMBOLDT STREET UNIT BID SUMMARY FOR BID OPENING JUNE 2, 2020 UNIT BID APPARENT LOW BIDDER 2 UNIT 3 UNIT 4 NO SOUTHWEST CUCAMONGA CLASS I BICYCLE TRAIL PROJECT, MSRC CONTRACT NO.ML16502MVC DESCRIPTION COST ENTERPRISES INC. COST ALL AMERICAN ASPHALT ONYX PAVING COMPANY INC. GM SAGER CONSTRUCTION COST AMOUNT COST AMOUNT ENGINEER'S ESTIMATE COMPANY INC. 30 Construct 4-InchThick Concrete Pavement Over 6 -Inch Thick Compacted Soil Materials - 1 LS Mobilization 6.000.00 6.000.00 5, 500.00 5.500.00 8,900.00 8,900.00 10 000.00 35 SF Adacent To San Bernardino Coun Drivewa Location 15.00 $ 525.00 20.00 $ 700.00 $ 21.00 735.00 13.00 455.00 12.00 $ 420.00 31 1 LS Clearino And Grubbing - Includes All Haulina And Dis osal Costs $ 5.000.00 5.000.00 4.500.00 $ 4.500.00 1.300.00 $ 1.300.00 26 937.00 1 LS Paint 4 -Inch Skip Yellow Centerline And Pavement Markers Per Cit Standard Plan 133. 2,500.00 2,500.00 5,500.00 5,500.00 692.00 692.00 1,000.00 1,000.00 1,000.00 1,000.00 32 Construct Edge Line Per 2018 Caltrans Standard Plan A20B - Detail 27B, Modify Stripe 79 LF Sawcut And Remove Concrete Curb And Gutter $ 25.00 1.975.00 30.00 $ 2.370.00 23.00 1.817.00 69.00 1 LS Width To 4 Inches 1,000.00 $ 1,000.00 6,500.00 6,500.00 692.00 692.00 2,000.00 2,000.00 1,000.00 1,000.00 33 Remove Existing Mailbox, And Mailbox Post Where Applicable, And Install Mailbox Including 157 SF Sawcut And Remove Concrete Sidewalk - Estimated 4 Inches Thick 10.00 1.570.00 2.00 $ 314.00 6.00 942.00 13.00 5 EA House Address As Shown On Plans 450.00 $ 2 250.00 300.00 $ 1 500.00 $ 598.00 2 990.00 600.00 3 000.00 800.00 4,000.00 34 1 LS Traffic Control 8 000.00 8 000.00 5 500.00 5 500.00 6 010.00 6 010.00 10 000.00 10 000.00 4 000.00 4,000.00 TOTAL ADDITIVE BID 1: 8TH STREET AMOUNT 263 657.00 192 584.00 168 510.55 269 000.00 186 825.00 ADDITIVE BID 2: HUMBOLDT STREET UNIT UNIT BID UNIT BID UNIT BID UNIT BID NO CITY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT 1 1 LS Mobilization 6.000.00 6.000.00 5, 500.00 5.500.00 8,900.00 8,900.00 10 000.00 10 000.00 5.000.00 5.000.00 2 1 LS Clearino And Grubbing - Includes All Haulina And Dis osal Costs $ 5.000.00 5.000.00 4.500.00 $ 4.500.00 1.300.00 $ 1.300.00 26 937.00 26 937.00 3.500.00 $ 3,500.00 3 79 LF Sawcut And Remove Concrete Curb And Gutter $ 25.00 1.975.00 30.00 $ 2.370.00 23.00 1.817.00 69.00 5.451.00 30.00 2.370.00 4 157 SF Sawcut And Remove Concrete Sidewalk - Estimated 4 Inches Thick 10.00 1.570.00 2.00 $ 314.00 6.00 942.00 13.00 2.041.00 4.00 628.00 5 599 SF Sawcut And Remove Asphaltic Concrete Pavement -Estimated 5 Inches Thick 10.00 5,990.00 1.50 $ 898.50 $ 8.00 4,792.00 16.00 9,584.00 4.00 2,396.00 6 50 SF Sawcut And Remove Concrete Sidewalk - Estimated 6 Inches Thick 12.00 600.00 3.00 150.00 9.00 450.00 16.00 800.00 5.00 250.00 7 98 SF Sawcut And Remove Concrete Drive Approach - Estimated 6 Inches Thick 12.00 1,176.00 3.00 $ 294.00 $ 8.00 784.00 16.00 1,568.00 6.00 588.00 8 Trim Tree Limbs And Tree Branches Within The Public Right -Of -Way As Necessary To 1 LS Clear The North Edge Of The Proposed Sidewalk. $ 2.000.00 2,000.00 $ 3.500.00 2.660.00 2.660.00 5.000.00 5.000.00 4.000.00 $ 4.000.00 g Construcl4-Inch Thick Asphaltic Concrete Pavement, Over 4 -Inch Thick Crushed Aggregate 136 SF Base Over 6 -Inch Thick Com acted Soil Materials. Includes Pre a icokn Of The Sub rade 25.00 3.400.00 2 720.00 12.00 1 632.00 20.00 2 720.00 10.00 1 360.00 10 Construct Modified A2-8 Curb And Gutter Over 6 -Inch Thick Compacted Soil Materials Per E20.00 71 LF Ci Standard Plan 104 As Modifed Per Plan $ 55.00 $ 3 905.00 $ 5 325.00 $ 35.00 2 485.00 69.00 4 899.00 60.00 $ 4 260.00 11 Construct 4 -Inch Thick Concrete Sidewalk Over 6 -Inch Thick Compacted Soil Materials Per 20 SF Ci Standard Plan 103 15.00 300.00 $ 400.00 35.00 700.00 13.00 260.00 12.00 $ 240.00 12 Construct 6 -Inch Thick Concrete Sidewalk Over 6 -Inch Thick Compacted Soil Materials Per 156 SF I Citv Standard Plan 103 18.00 2.808.00 22.00 3.432.00 15.20 2.371.20 16.00 2.496.00 12.00 1,872.00 13 Construct Concrete Drive Approach And Sidewalk Over 6 -Inch Thick Compacted Soil 2,254 SF Materials Per Ci Standard Plan 101, 01 TypeI Alternate No. 1 18.00 $ 40 572.00 20.00 $ 45 080.00 $ 13.10 29 527.40 16.00 $ 36 064.00 13.00 29 302.00 14 Construct 6 -Inch Thick Concrete Sidewalk Over 6 -Inch Thick Compacted Soil Materials With 208 SF Variable Hei ht Monolithic Curb 35.00 7,280.00 20.00 4,160.00 14.00 2,912.00 16.00 3,328.00 13.00 2,704.00 15 1 LS Backfill The Area Behind The Curb And Gutter And Sidewalk To The Proposed Grade $ 3,000.00 3,000.00 2,500.00 $ 2,500.00 6,800.00 6,800.00 6,852.00 6,852.00 2,500.00 2,500.00 16 1 LS Restore Landscaping And Irrigation Impacted Bv All Construction Activities 2,000.00 2,000.00 5,500.00 5,500.00 5,570.00 5,570.00 11 000.00 11 000.00 3,000.00 300000 17 1 LS Traffic Control 3,000.00 $ 3,000.00 $ 4,500.00 4,500.00 6,010.00 6,010.00 10 000.00 $ 10 000.00 4,000.00 4 000.00 TOTAL ADDITIVE BID 2: HUMBOLDT STREET AMOUNT $ 90 576.00 CORRECTED Is 67 970.00 TOTAL BASE BID + ADDITIVE BID (NO. 1 + 2) 845 658.00 CORRECTED 830 927.50 848 7-46-65-1 CORRECTED 1 117 000.00 1 151 280.00 NOTE: CORRECTIONS TO BID AMOUNTS SHOWN IN BOLD Page 540 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jason C. Welday, Director of Engineering Services/City Engineer Gianfranco Laurie, Senior Civil Engineer Sandra Salazar, Associate Engineer SUBJECT: CONSIDERATION OF A CONTRACT WITH CROSSTOWN ELECTRICAL & DATA, INC., IN AN AMOUNT OF $1,138,293, PLUS A 10% CONTINGENCY, AND AN APPROPRIATION IN THE AMOUNT OF $1,047,870 AND AUTHORIZATION OF BUDGET TRANSFER IN AN AMOUNT OF $328,100 FOR THE FISCAL YEAR 19/20 TRAFFIC SIGNAL PROJECT. RECOMMENDATION: Staff recommends that the City Council: 1. Approve the plans and specifications for the Fiscal Year 19/20 Traffic Signal Project (Project); 2. Accept the bids received for the Project; 3. Award and authorize the execution of a contract in the amount of $1,138,293; to the lowest responsive bidder Crosstown Electrical & Data Inc., for the Base Bid only; 4. Authorize the expenditure of a 10% contingency in the amount of $113,829; 5. Authorize a Purchase Order in the amount of $104,240 to Willdan Engineering for on-call construction administration and inspection services; 6. Authorize a Purchase Order in the amount $19,600 to WestLand Group, Inc. for on-call construction surveying services; 7. Authorize an appropriation in the amount of $1,012,870 from the Transportation Fund (Fund 124) fund balance and $35,000 from the Gas Tax Fund (Fund 174) fund balance; and 8. Authorize a Budget Transfer in the Amount of $328,100 from Account 11243035650/1982124- 0 to Account 11243035650/1957124-0. BACKGROUND: The City has embarked on a number of projects related to construction and improvement of traffic signals citywide over the past few years. In December 2015, the Engineering Services Department completed a traffic signal warrant analysis of master -planned traffic signal locations throughout the City. Since that time five master -planned traffic signals along with three developer initiated traffic signals have been constructed. The next two locations planned for construction are the intersections of Sixth Page 541 Street at Hellman Avenue and East Avenue at Highland Avenue. Further, a few years back, the City began implementation of flashing yellow arrow (FYA) left turn signals. FYA operation is a protected/permissive signal operation that functions in two ways: 1) "protected" is the green arrow signal indication that allows motorists to complete a protected left- turn movement while the opposing traffic is stopped, and 2) "permissive" is the flashing yellow arrow signal indication that permits motorists to make a left- turn movement when there is an available gap in the opposing traffic. The FYA operation has been utilized nationwide due to its ability to increase driver awareness during permissive left turns and added flexibility for traffic operations. Upgrades to existing traffic signals with FYA left turn signals are performed incrementally where appropriate. Staff has identified the traffic signals along Milliken Avenue at Vintage Drive, Church Street, and Millennium Court as viable and appropriate candidates for FYA upgrades. In addition to these previously planned improvements, staff has identified and recommends improvements at three additional locations that are intended to address concerns related to left turns. In February 2019, the City Council authorized the design and construction of FYA upgrades at the intersections on Arrow Route at Red Oak Street and White Oak Avenue following staff's evaluation of left turn activity at these locations. Further, in January 2020, staff identified potential changes to the operation of the left turns on Terra Vista Parkway (East) at Church Street that would address concerns raised by residents related to conflicts between left turning vehicles and pedestrians at the intersection. Design for all of these improvements has been completed. As staff worked to prepare the final bid package for the Project, it became clear that in light of the economic impacts of COVID-19, it would likely not be financially feasible to construct all of the Project's planned improvements at this time. Therefore, staff reconfigured the bid package to prioritize the improvements into a Base Bid and a series of Additive Bids to ensure that the City could proceed with the highest priority improvements and postpone some of the improvements for a later time if necessary. The Base Bid includes construction of the new traffic signal improvements at the intersection of Sixth Street at Hellman Avenue along with the upgrades to the left turn operation at Terra Vista Parkway (East) at Church Street, and FYA upgrades on Arrow Route at Red Oak Street and White Oak Avenue. Also included in the Base Bid is fiberoptic network infrastructure along Haven Avenue from Fourth Street to Civic Center Drive to dovetail with the improvements being proposed under a separate contract for implementation of Phase 1 of the Advanced Traffic Management System (ATMS). ANALYSIS: The recommended scope of work for the Project (Base Bid only) consists of the installation of traffic signals and safety lighting, fiber optic interconnect and related equipment; video detection systems, traffic signal modifications, access curb ramps, sidewalk and curb and gutter repairs, pavement markers, signage and striping at the locations listed on the right side of the table below. The design for the remaining locations has been completed and will be available for construction under a future project. A vicinity map is included as Attachment 1. Original Project Scope Locations: Locations Recommended for Contract Award (Base Bid): 6th Street at Hellman Ave. (TS) 6th St. at Hellman Ave. (TS) East Ave. at Highland Ave. (TS) Haven Ave. — 4th St. to Civic Center Dr. (FO) Milliken Ave. at Vintage Dr. (FYA) Arrow Rte. at Red Oak St. (FYA) Milliken Ave. at Church St. (FYA) Arrow R. at White Oak Ave. (FYA) Milliken Ave. at Millennium Ct. (FYA) Church St. at Terra Vista Pkwy. (East) (LT) 6th Street — Hellman Ave. to Haven Ave. (FO) Haven Ave. — 4th St. to Civic Center Dr. (FO) Locations Added to Project Scope: Arrow Rte. at Red Oak St. (FYA) Page 542 Arrow R. at White Oak Ave. (FYA) Church St. at Terra Vista Pkwy. (East) (LT) (TS) = New Traffic Signal; (FYA) = FYA Upgrade; (FO) = Fiberoptic Network; (LT) = Left Turn Upgrades The Notice Inviting Bids was released to the general contracting community and was published in the Daily Bulletin on May 19, and May 26, 2020. The City Clerk's Office facilitated the formal solicitation for bidding the Project. On June 2, 2020, the City Clerk's Office received five (5) construction bids. A full bid summary is included as Attachment 2. The Engineer's estimate for the Project, including the Base Bid and Additive Bids was $2,690,000 consisting of a Base Bid estimate of $880,675 and an estimate for Additive Bids of $1,809,325. The apparent low bid, as determined by the method prescribed in the Project's Special Provisions, was received by Crosstown Electrical and Data, Inc. (Crosstown) totaling $2,726,638 with a Base Bid of $1,138,293 and Additive Bids totaling $1,588,345. While the Base Bid received from Crosstown was higher than anticipated, especially with respect to fiberoptic network infrastructure and the new traffic signal at Sixth Street and Hellman Avenue, staff has reviewed the bid and deemed it to be reasonable. Engineering staff has reviewed all bids received and found all to be complete and in accordance with the bid requirements with any irregularities to be inconsequential. Staff has completed the required background investigation and finds the lowest responsive bidder, Crosstown, meets the requirements of the bid documents. ENVIRONMENTAL: Staff has determined that the project is Categorically Exempt per Section 15301 "Existing Facilities" subsection (c), Class 1 of the California Environment Quality Act (CEQA). FISCAL IMPACT: Anticipated construction costs are estimated to be as follows: Expenditure Category Amount Construction Contract (Base Bid Only) $1,138,293 Construction Contract Contingency (10%) $113,829 Construction Inspection Services $104,240 Construction Survey Services $19,600 Estimated Construction Costs $1,375,962 Funding for the construction of the traffic signals located at the intersections of East Avenue at Highland Avenue and Sixth Street at Hellman Avenue as well as the FYA upgrades planned along Milliken Avenue were originally budgeted in Fiscal Year 2018/19 totaling $1,397,500. Further, additional funding in the amount of $75,000 was appropriated by the City Council in February 2019 for the FYA upgrades along Arrow Route. After accounting for funds utilized for Project design, the balance of the budgeted funding was returned to Fund Balance at the end of the respective fiscal years due to the delays in the design phase. Therefore, an appropriation will be required to proceed with the award of a contract for the construction of the Project. Sufficient funding is available in the Transportation Fund (Fund 124) fund balance and Gas Tax (Fund 174) fund balance to cover an award of the Base Bid for this Project. An appropriation in the amount of $1,012,870 from the Transportation Fund (Fund 124) fund balance and $35,000 from the Gas Tax Fund (Fund 174) fund balance into the following project account numbers is being requested: Account No's. I Funding Source Description I Amount 11743035650/2048174-0 1 Gas Tax Fund (174) Church & Terra Vista 1 $35,000 Page 543 11243035650/1957124-0 Transportation Fund 6th at Hellman $860,110 (124) 11243035650/1996124-0 Transportation Fund Arrow: Upgrade LT $152,760 (124) Phases Total Project Appropriation $1,047,870 Further, since the Project includes construction of fiberoptic network infrastructure along Haven Avenue that will construct improvements necessary to implement Phase 1 of the ATMS Project, a budget transfer in the amount of $328,100 is requested from Account No. 11243035650/1982124 0 (ATMS Phase 1) to the Account No. 11243035650/1957124-0 (Sixth Street at Hellman Avenue Traffic Signal). COUNCIL GOAL(S) ADDRESSED: This item addresses the City Council's vision for the City by ensuring the construction of high quality public improvements that promote a world class community. ATTACHMENTS: Description Attachment 1 - Vicinity Map Attachment 2 - Bid Summary Page 544 ATTACHMENT 1 FY 19/20 TRAFFIC SIGNAL PROJECT VICINITY MAP Churcrp 5, � West Greenway w a Park en O 7 Tryon St ro R ry dlnn R4J terra Vista Q Thwn C4MU4- a rp CL m > > v 9 An i 4 � m a � m N R m CUG nga rt a m � Arrow Rte 3# 3 Q E Cucamonga = North Jersey 15Ivd Feran Blvd Cucamonga Roches IU 7th St th S; 5th 51 a C � rr 6th St _ sn rL CL < a p s n T a m m c J 4th Sr E 4th St 4t4 Project El N Page 545 ATTACHMENT TOTAL BASE BID SCHEDULE AMOUNT $ 880,673.58 CORRECTED $ 1,138,293.00 CORRECTED $ 929,031.00 $ 1,170,116.00 $ 1,288,974.00 CORRECTED $ 1,103,915.00 Page 546 BID SUMMARY FORBID OPENING JUNE 2, 2020 APPARENT LOW BIDDER 2 3 4 5 CALPROMAX ENGINEERING, INC. DBX, Inc. FISCAL YEAR 19/20 TRAFFIC SIGNAL PROJECT CROSSTOWN ELECTRICAL & DATA, SELECT ELECTRIC, INC. ELECNOR BELCO ELECTRIC INC. ENGINEER'S ESTIMATE INC. BASE BID SCHEDULE UNIT UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID NO QTY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT 1 1 LS Mobilization $71,890.37 $ 71,890.37 $ 65,000.00 $ 65,000.00 $ 27,770.00 $ 27,770.00 $ 25,000.00 $ 25,000.00 $ 60,000.00 $ 60,000.00 $ 29,000.00 $ 29,000.00 2 1 LS Clearing & Grubbing and Removals Including Haul & Disposal of Material $17,972.59 $ 17,972.59 $ 1,500.00 $ 1,500.00 $ 4,587.00 $ 4,587.00 $ 5,000.00 $ 5,000.00 $ 42,500.00 $ 42,500.00 $ 4,500.00 $ 4,500.00 3 1 LS Traffic Control $71,890.37 $ 71,890.37 $ 15,000.00 $ 15,000.00 $ 8,526.00 $ 8,526.00 $ 26,000.00 $ 26,000.00 $ 12,000.00 $ 12,000.00 $ 15,000.00 $ 15,000.00 4 Modify Traffic Signal Phasing at Church Sl and Terra Vista Parkway 1 LS (Appendix 8d $20,450.00 $ 20,450.00 $ 19,800.00 $ 19,800.00 $ 30,080.00 $ 30,080.00 $ 86,000.00 $ 86,000.00 $ 88,000.00 $ 88,000.00 $ 101,000.00 $ 101,000.00 5 Flashing Yellow Arrow Signal Mod at White Oak Ave and Arrow Route (Plan 1 LS Sheet 15) $35,300.00 $ 35,300.00 $ 56,920.00 $ 56,920.00 $ 64,512.00 $ 64,512.00 $ 61,000.00 $ 61,000.00 $ 73,000.00 $ 73,000.00 $ 70,679.00 $ 70,679.00 6 Flashing Yellow Arrow Signal Mod at Red Oak Ave and Arrow Route (Plan 1 LS Sheet 16) $32,300.00 $ 32,300.00 $ 56,950.00 $ 56,950.00 $ 64,512.00 $ 64,512.00 $ 61,000.00 $ 61,000.00 $ 73,000.00 $ 73,000.00 $ 69,454.00 $ 69,454.00 7 Rewiring for Signalized Intersection at While Oak Ave and Arrow Route 1 LS Plan Sheet 15 $7,500.00 $ 7,500.00 $ 26,500.00 $ 26,500.00 $ 12,768.00 $ 12,768.00 $ 18,000.00 $ 18,000.00 $ 23,000.00 $ 23,000.00 $ 25,000.00 $ 25,000.00 8 Rewiring for Signalized Intersection at Red Oak Ave and Arrow Route (Plan 1 LS Sheet 16) $7,500.00 $ 7,500.00 $ 24,150.00 $ 24,150.00 $ 18,262.00 $ 18,262.00 $ 18,000.00 $ 18,000.00 $ 23,000.00 $ 23,000.00 $ 25,000.00 $ 25,000.00 9 Fiber Optic Interconnect along Haven from Fourth Sl to Civic Center Or 1 LS Plan Sheets 22-24 $152,815.00 $ 152,815.00 $ 284,485.00 $ 284,485.00 $ 180,283.00 $ 180,283.00 $ 285,000.00 $ 285,000.00 $ 204,000.00 $ 204,000.00 $ 253,290.00 $ 253,290.00 10 1 LS Fiber Optic System Testing, System Integration, and Documentation $15,281.50 $ 15,281.50 $ 18,950.00 $ 18,950.00 $ 4,962.00 $ 4,962.00 $ 15,000.00 $ 15,000.00 $ 23,000.00 $ 23,000.00 $ 9,100.00 $ 9,100.00 11 29 EA Potholing Plan Sheets 22-24 $1,500.00 $ 43,500.00 $ 850.00 $ 24,650.00 $ 695.00 $ 20,155.00 $ 500.00 $ 14,500.00 $ 600.00 $ 17,400.00 $ 500.00 $ 14,500.00 12 1 LS Traffic Signal Install at Sixth St and Hellman Ave Plan Sheet 11 $244,675.00 $ 244,675.00 $ 296,120.00 $ 296,120.00 $ 322,991.00 $ 322,991.00 $ 330,000.00 $ 330,000.00 $ 442,000.00 $ 442,000.00 $ 356,310.00 $ 356,310.00 13 1 LS Signing and Striping at Sixth St and Hellman Ave Plan Sheet 6 $5,000.00 $ 5,000.00 $ 21,750.00 $ 21,750.00 $ 42,855.00 $ 42,855.00 $ 21,518.00 $ 21,518.00 $ 44,000.00 $ 44,000.00 $ 19,000.00 $ 19,000.00 14 Remove and Reconstruct PCC Sidewalk per City of Rancho Cucamonga 351 SF Standard Plan 103 $15.00 $ 5,265.00 $ 23.00 $ 8,073.00 $ 9.00 $ 3,159.00 $ 16.00 $ 5,616.00 $ 15.00 $ 5,265.00 $ 8.00 $ 2,808.00 15 452 SF Remove and Reconstruct Construct AC Pavement over AS. Match Existing $18.00 $ 8,136.00 $ 29.00 $ 13,108.00 $ 18.00 $ 8,136.00 $ 23.00 $ 10,396.00 $ 24.00 $ 10,848.00 $ 21.00 $ 9,492.00 16 374 SF Remove Cobble/Concrete/Curb & Gutter $10.00 $ 3,740.00 $ 13.50 $ 5,049.00 $ 7.00 $ 2,618.00 $ 12.00 $ 4,488.00 $ 72.00 $ 26,928.00 $ 7.00 $ 2,618.00 17 1,109 SF Remove Concrete Curb Ram $15.00 $ 16,635.00 $ 12.00 $ 13,308.00 $ 6.00 $ 6,654.00 $ 12.00 $ 13,308.00 $ 4.00 $ 4,436.00 $ 6.00 $ 6,654.00 18 Sawcul, Remove, And Dispose Stamped Concrete Slab - Estimated 8 50 SF Inches Thick $8.00 $ 400.00 $ 47.00 $ 2,350.00 $ 22.00 $ 1,100.00 $ 12.00 $ 600.00 $ 12.00 $ 600.00 $ 20.00 $ 1,000.00 19 Sawcul, Remove, And Dispose Reinforced Masonry Retaining Wall & 20 LF Retaining Wall Footing Fronting Hellman Avenue And 6th Street $380.00 $ 7,600.00 $ 750.00 $ 15,000.00 $ 94.00 $ 1,880.00 $ 569.00 $ 11,380.00 $ 180.00 $ 3,600.00 $ 80.00 $ 1,600.00 20 Sawcul, Remove, And Dispose Reinforced Masonry Perimeter Wall & 15 LF Perimeter Wall Footing Fronting Hellman Avenue $380.00 $ 5,700.00 $ 750.00 $ 11,250.00 $ 71.00 $ 1,065.00 $ 569.00 $ 8,535.00 $ 180.00 $ 2,700.00 $ 80.00 $ 1,200.00 21 Sawcul, Remove, And Dispose Variable Height Reinforced Retaining Wall & 8 1 LF I Retaining Wall Footing Fronting Sixth Street $100.00 $ 800.00 $ 1,400.00 $ 11,200.00 1 $ 94.00 $ 752.00 $ 569.00 1 $ 4,552.00 $ 180.00 $ 1,440.00 1 $ 90.00 $ 720.00 Sawcut, Remove, And Dispose Reinforced Masonry Retaining Wall & 22 Fooling Within The Landscaped Area - Salvage Brick Caps For 12 LF Reconstruction Work $50.00 $ 600.00 $ 805.00 $ 9,660.00 $ 100.00 $ 1,200.00 $ 569.00 $ 6,828.00 $ 180.00 $ 2,160.00 $ 90.00 $ 1,080.00 23 Remove The Soil Materials Behind The Retaining Walls And Perimeter 12 CY Walls And Backfill With Soil Materials As Required $50.00 $ 600.00 $ 1,550.00 $ 18,600.00 $ 118.00 $ 1,416.00 $ 456.00 $ 5,472.00 $ 240.00 $ 2,880.00 $ 112.00 $ 1,344.00 24 3 EA Remove Traes And Tree Roots $1,200.00 $ 3,600.00 $ 1,150.00 $ 3,450.00 $ 1,176.00 $ 3,528.00 $ 1,200.00 $ 3,600.00 $ 1,200.00 $ 3,600.00 $ 3,000.00 $ 9,000.00 Remove Sign Post And Sign Post Foundation - Coordinate Timing Of The 25 Removals With The Installation Of The Proposed Traffic Signal At The 3 FA Intersection $150.00 $ 450.00 $ 90.00 $ 270.00 $ 2,941.00 $ 8,823.00 $ 90.00 $ 270.00 $ 360.00 $ 1,080.00 $ 80.00 $ 240.00 26 Remove Landscaping And Irrigation In Conflict With The Proposed 16 SF Cobblestone Construction $8.00 1 $ 128.00 $ 75.00 $ 1,200.00 $ 141.00 $ 2,256.00 $ 46.00 $ 736.00 $ 36.00 $ 576.00 $ 130.00 $ 2,080.00 27 Remove And Dispose Fence Posts, Fence Post Foundations, Chain Link 20 LF Fencing& Wood Fencin Facade $50.00 $ 1,000.00 $ 445.00 $ 8,900.00 $ 35.00 $ 700.00 $ 342.00 $ 6,840.00 $ 156.00 $ 3,120.00 $ 35.00 $ 700.00 28 Install Cobblestone Hardscape per City of Rancho Cucamonga Standard 120 SF Plan 542 $20.00 $ 2,400.00 $ 32.00 $ 3,840.00 $ 26.00 $ 3,120.00 $ 31.00 $ 3,720.00 $ 24.00 $ 2,880.00 $ 23.00 $ 2,760.00 29 Construct Curb and Gutter per City of Rancho Cucamonga Standard Plan 226 LF 104 $45.00 $ 10,170.00 $ 36.00 $ 8,136.00 $ 41.00 $ 9,266.00 $ 69.00 $ 15,594.00 $ 60.00 $ 13,560.00 $ 37.00 $ 8,362.00 30 Install Concrete Curb Ramp including truncated detectable warning surfaces 1,283 SF per Latest ADA and Caltrans Standard Plan A88A $18.25 $ 23,414.75 $ 14.00 $ 17,962.00 $ 21.00 $ 26,943.00 $ 21.00 $ 26,943.00 $ 22.00 $ 28,226.00 $ 19.00 $ 24,377.00 31 7 LF Construct Mow Curb Per City Of Rancho Cucamonga Standard Plan 534 $40.00 $ 280.00 $ 115.00 $ 805.00 $ 29.00 $ 203.00 $ 103.00 $ 721.00 $ 36.00 $ 252.00 $ 25.00 $ 175.00 32 16 SF Construct 6" Thick Stamped Concrete Slab $30.00 $ 480.00 $ 145.00 $ 2,320.00 $ 82.00 $ 1,312.00 $ 114.00 $ 1,824.00 $ 24.00 $ 384.00 $ 72.00 $ 1,152.00 33 Construct Retaining Wall, Type A Wall, Per City Of Rancho Cucamonga 14 LF Standard Plan 604 $600.00 $ 8,400.00 $ 1,120.00 $ 15,680.00 $ 412.00 $ 5,768.00 $ 1,366.00 $ 19,124.00 $ 780.00 $ 10,920.00 $ 352.00 $ 4,928.00 34 11 LF Construct Retaining Wall Par Section G -G $600.00 $ 6,600.00 $ 1,365.00 $ 15,015.00 $ 412.00 $ 4,532.00 $ 1,366.00 $ 15,026.00 $ 780.00 $ 8,580.00 $ 352.00 $ 3,872.00 35 2 LF Construct Retaining Wall Per Section F -F $400.00 $ 800.00 $ 3,165.00 $ 6,330.00 $ 412.00 $ 824.00 $ 1,366.00 $ 2,732.00 $ 780.00 $ 1,560.00 $ 400.00 $ 800.00 36 5 LF Construct Retaining Wall Per Section H -H $200.00 1 $ 1,000.00 1 $ 1,550.00 1 $ 7,750.00 1 $ 412.00 1 $ 2,060.00 1 $ 1,366.00 1 $ 6,830.00 1 $ 780.00 1 $ 3,900.00 1 $ 360.00 1 $ 1,800.00 37 Construct Chain Link Fencing Per City Of Rancho Cucamonga Standard 27 LF Plan 607, Including Wood Facade $200.00 $ 5,400.00 $ 121.00 $ 3,267.00 $ 182.00 $ 4,914.00 $ 169.00 $ 4,563.00 $ 177.00 $ 4,779.00 $ 160.00 $ 4,320.00 38 1 LS Restore Landscaping & Irrigation Impacted By All Construction Activities $2,000.00 $ 2,000.00 $ 4,235.00 $ 4,235.00 $ 6,469.00 $ 6,469.00 $ 11,400.00 $ 11,400.00 $ 4,200.00 $ 4,200.00 $ 6,000.00 $ 6,000.00 39 26 EA Potholing Plan Sheet 11 $1,500.00 $ 39,000.00 $ 760.00 $ 19,760.00 $ 695.00 $ 18,070.00 $ 500.00 $ 13,000.00 1 $ 600.00 $ 15,600.00 $ 500.00 $ 13,000.00 TOTAL BASE BID SCHEDULE AMOUNT $ 880,673.58 CORRECTED $ 1,138,293.00 CORRECTED $ 929,031.00 $ 1,170,116.00 $ 1,288,974.00 CORRECTED $ 1,103,915.00 Page 546 ATTACHMENT TOTAL ADDITIVE BID SCHEDULE 1 AMOUNT $ 150,552.50 $ 253,318.00 $ 282,360.00 $ 83,700.00 $ 371,300.00 $ 311,077.00 SUBTOTAL AMOUNT $ 1,031,226.08 $ 1,391,611.00 $ 1,211,391.00 $ 1,253,816.00 $ 1,660,274.00 $ 1,414,992.00 ADDITIVE BID SCHEDULE 2: EAST AVE AND HIGHLAND AVE TRAFFIC SIGNAL INSTALLATION BID SUMMARY FORBID OPENING JUNE 2, 2020 APPARENT LOW BIDDER 2 3 4 5 AND FIBER FISCAL YEAR 19/20 TRAFFIC SIGNAL PROJECT UNIT CROSSTOWN ELECTRICAL & DATA, SELECT ELECTRIC, INC. ELECNOR BELCO ELECTRIC INC. CALPROMAX ENGINEERING, INC. DBX, Inc. BID UNIT BID UNIT ENGINEER'S ESTIMATE INC. UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT ADDITIVE BID SCHEDULE 1: MILLIKEN FLASHING YELLOW ARROW INSTALLATION UNIT COST UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID NO QTY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT 1 1 LS Mobilization $ 12,290.00 $ 12,290.00 $ 5,000.00 $ 5,000.00 $ 27,770.00 $ 27,770.00 $ 10,000.00 $ 10,000.00 $ 24,000.00 $ 24,000.00 $ 3,500.00 $ 3,500.00 2 1 LS Clearing & Grubbing and Removals Including Haul & Disposal of Material $ 3,072.50 $ 3,072.50 $ 500.00 $ 500.00 $ 4,117.00 $ 4,117.00 $ 2,000.00 $ 2,000.00 $ 4,800.00 $ 4,800.00 $ 2,500.00 $ 2,500.00 3 Flashing Yellow Arrow Signal Mod at Milliken Ave and Vintage Dr (Plan 1 LS Clearing & Grubbing and Removals Including Haul & Disposal of Material $ 19,527.42 $ 19,527.42 $ 2,500.00 $ 2,500.00 $ 4,117.00 $ 4,117.00 $ 5,000.00 $ 5,000.00 $ 12,000.00 $ 1 LS Sheet 12) $ 36,300.00 $ 36,300.00 $ 57,690.00 $ 57,690.00 $ 65,114.00 $ 65,114.00 $ 3,500.00 $ 3,500.00 $ 81,000.00 $ 81,000.00 $ 70,654.00 $ 70,654.00 4 Flashing Yellow Arrow Signal Mod at Milliken Ave and Church St (Plan 1 LS Traffic Signal Install at East Ave and Highland Ave Plan Sheet 10 $ 206,850.00 $ 206,850.00 $ 222,706.00 $ 222,706.00 $ 221,215.00 $ 1 LS Sheet 13) $ 16,800.00 $ 16,800.00 $ 57,000.00 $ 57,000.00 $ 64,054.00 $ 64,054.00 $ 4,300.00 $ 4,300.00 $ 79,000.00 $ 79,000.00 $ 70,654.00 $ 70,654.00 5 Flashing Yellow Arrow Signal Mod at Milliken Ave and Millenium Ct (Plan 1 LS Signing and Striping at East Ave and Highland Ave Plan Sheet 5 $ 5,000.00 $ 1 LS Sheet 14) $ 32,300.00 $ 32,300.00 $ 56,865.00 $ 56,865.00 $ 64,657.00 $ 64,657.00 $ 3,600.00 $ 3,600.00 $ 81,000.00 $ 81,000.00 $ 70,654.00 $ 70,654.00 6 1 LS Signing and Striping at Milliken Ave and Vintage Dr Plan Sheet 7 $ 5,000.00 $ 5,000.00 $ 3,025.00 $ 3,025.00 $ 7,528.00 $ 7,528.00 $ 3,000.00 $ 3,000.00 $ 7,600.00 $ 7,600.00 $ 2,700.00 $ 2,700.00 7 1 LS Signing and Striping at Milliken Ave and Church St Plan Sheet 8 $ 5,000.00 $ 5,000.00 $ 4,158.00 $ 4,158.00 $ 7,528.00 $ 7,528.00 $ 4,200.00 $ 4,200.00 $ 7,600.00 $ 7,600.00 $ 3,615.00 $ 3,615.00 8 1 LS Signing and Striping at Milliken Ave and Millenium Ct Plan Sheet 9 $ 5,000.00 $ 5,000.00 $ 2,065.00 $ 2,065.00 $ 5,175.00 $ 5,175.00 $ 2,100.00 $ 2,100.00 $ 5,300.00 $ 5,300.00 $ 1,800.00 $ 1,800.00 9 Rewiring for Signalized Intersection at Milliken Ave and Vintage Dr (Plan 30 SF Remove and Reconstruct Construct AC Pavement over AB. Match Existing $ 18.00 $ 540.00 $ 230.00 $ 6,900.00 $ 94.00 $ 2,820.00 $ 1 LS Sheet 12) $ 7,500.00 $ 7,500.00 $ 21,365.00 $ 21,365.00 $ 9,848.00 $ 9,848.00 $ 16,000.00 $ 16,000.00 $ 23,000.00 $ 23,000.00 $ 25,000.00 $ 25,000.00 10 Rewiring for Signalized Intersection at Milliken Ave and Church St (Plan 560 SF 106 $ 25.00 $ 14,000.00 $ 1 LS Sheet 13) $ 7,500.00 $ 7,500.00 $ 21,475.00 $ 21,475.00 $ 12,563.00 $ 12,563.00 $ 16,000.00 $ 16,000.00 $ 23,000.00 $ 23,000.00 $ 25,000.00 $ 25,000.00 11 Rewiring for Signalized Intersection at Milliken Ave and Millenium Ct (Plan 1 LS Sheet 14) $ 7,500.00 $ 7,500.00 $ 21,675.00 $ 21,675.00 $ 10,185.00 $ 10,185.00 $ 16,000.00 $ 16,000.00 $ 23,000.00 $ 23,000.00 $ 25,000.00 $ 25,000.00 12 1 LS Traffic Control $ 12,290.00 $ 12,290.00 $ 2,500.00 $ 2,500.00 $ 3,821.00 $ 3,821.00 $ 3,000.00 $ 3,000.00 $ 12,000.00 $ 12,000.00 $ 10,000.00 $ 10,000.00 TOTAL ADDITIVE BID SCHEDULE 1 AMOUNT $ 150,552.50 $ 253,318.00 $ 282,360.00 $ 83,700.00 $ 371,300.00 $ 311,077.00 SUBTOTAL AMOUNT $ 1,031,226.08 $ 1,391,611.00 $ 1,211,391.00 $ 1,253,816.00 $ 1,660,274.00 $ 1,414,992.00 ADDITIVE BID SCHEDULE 2: EAST AVE AND HIGHLAND AVE TRAFFIC SIGNAL INSTALLATION AND FIBER UNIT UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID NO QTY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT 1 1 LS Mobilization $ 78,109.68 $ 78,109.68 $ 25,000.00 $ 25,000.00 $ 27,770.00 $ 27,770.00 $ 20,000.00 $ 20,000.00 $ 18,000.00 $ 18,000.00 $ 12,000.00 $ 12,000.00 2 1 LS Clearing & Grubbing and Removals Including Haul & Disposal of Material $ 19,527.42 $ 19,527.42 $ 2,500.00 $ 2,500.00 $ 4,117.00 $ 4,117.00 $ 5,000.00 $ 5,000.00 $ 12,000.00 $ 12,000.00 $ 2,500.00 $ 2,500.00 3 1 LS Traffic Signal Install at East Ave and Highland Ave Plan Sheet 10 $ 206,850.00 $ 206,850.00 $ 222,706.00 $ 222,706.00 $ 221,215.00 $ 221,215.00 $ 250,000.00 $ 250,000.00 $ 332,000.00 $ 332,000.00 $ 261,328.00 $ 261,328.00 4 1 LS Signing and Striping at East Ave and Highland Ave Plan Sheet 5 $ 5,000.00 $ 5,000.00 $ 15,955.00 $ 15,955.00 $ 25,112.00 $ 25,112.00 $ 15,800.00 $ 15,800.00 $ 26,000.00 $ 26,000.00 $ 13,900.00 $ 13,900.00 5 Remove and Reconstruct PCC Sidewalk per City of Rancho Cucamonga 140 SF Standard Plan 103 $ 15.00 $ 2,100.00 $ 54.00 $ 7,560.00 $ 8.00 $ 1,120.00 $ 16.00 $ 2,240.00 $ 15.00 $ 2,100.00 $ 7.50 $ 1,050.00 6 30 SF Remove and Reconstruct Construct AC Pavement over AB. Match Existing $ 18.00 $ 540.00 $ 230.00 $ 6,900.00 $ 94.00 $ 2,820.00 $ 23.00 $ 690.00 $ 36.00 $ 1,080.00 $ 82.00 $ 2,460.00 7 Remove and Reconstruct Spandrel per Rancho Cucamonga Standard Plan 560 SF 106 $ 25.00 $ 14,000.00 $ 57.00 $ 31,920.00 $ 19.00 $ 10,640.00 $ 35.00 $ 19,600.00 $ 24.00 $ 13,440.00 $ 17.00 $ 9,520.00 8 797 SF Remove Cobble/Concrete/Curb & Gutter $ 10.00 $ 7,970.00 $ 13.00 $ 10,361.00 $ 12.00 $ 9,564.00 $ 12.00 $ 9,564.00 $ 7.00 $ 5,579.00 $ 11.00 $ 8,767.00 9 720 SF Remove Concrete Curb Ram $ 15.00 $ 10,800.00 $ 16.00 $ 11,520.00 $ 6.00 $ 4,320.00 $ 12.00 $ 8,640.00 $ 4.00 $ 2,880.00 $ 6.00 $ 4,320.00 10 4 EA T-Trinuming $ 800.00 $ 3,200.00 $ 1,150.00 $ 4,600.00 $ 1,176.00 $ 4,704.00 $ 1,200.00 $ 4,800.00 $ 12.00 $ 48.00 $ 800.00 $ 3,200.00 11 Construct Curb and Gutter per City of Rancho Cucamonga Standard Plan 60 LF 104 $ 45.00 $ 2,700.00 $ 59.00 $ 3,540.00 $ 41.00 $ 2,460.00 $ 69.00 $ 4,140.00 $ 60.00 $ 3,600.00 $ 37.00 $ 2,220.00 12 Install Concrete Curb Ramp including truncated detectable warning surfaces 805 SF Der Latest ADA and Caltrans Standard Plan A88A $ 18.25 $ 14,691.25 $ 16.00 $ 12,880.00 $ 21.00 $ 16,905.00 $ 21.00 $ 16,905.00 $ 22.00 $ 17,710.00 $ 19.00 $ 15,295.00 13 11 EA Potholing Plan Sheet 10 $ 1,500.00 $ 16,500.00 $ 850.00 $ 9,350.00 $ 695.00 $ 7,645.00 $ 500.00 $ 5,500.00 $ 600.00 $ 6,600.00 $ 500.00 $ 5,500.00 14 Fiber Optic Interconnect along Etiwanda Ave from Base Line Rd to Victoria 1 LS St Plan Sheet 17 $ 87,675.00 $ 87,675.00 $ 96,000.00 $ 96,000.00 $113,107.00 $ 113,107.00 $ 114,000.00 1 $ 114,000.00 $ 52,000.00 $ 52,000.00 $ 193,000.00 $ 193,000.00 15 Fiber Optic Interconnect along Victoria St from Etiwanda Ave to East Ave 1 1 LS Plan Sheet 16 $ 167,020.00 $ 167,020.00 $ 148,000.00 $ 148,000.00 $ 247,471.00 $ 247,471.00 $ 200,000.00 $ 200,000.00 $ 72,000.00 $ 72,000.00 $ 383,970.00 $ 383,970.00 16 Fiber Optic Interconnect along East Ave from Victoria St to Highland A- 1 LS Plan Sheet 19 $ 90,410.00 $ 90,410.00 $ 83,000.00 $ 83,000.00 $ 98,121.00 $ 98,121.00 $ 103,000.00 $ 103,000.00 $ 39,000.00 $ 39,000.00 $ 215,128.00 $ 215,128.00 17 1 LS Fiber Optic System Testing, System Integration, and Documentation $ 34,510.50 $ 34,510.50 $ 11,200.00 $ 11,200.00 $ 5,745.00 $ 5,745.00 $ 16,000.00 $ 16,000.00 $ 14,000.00 $ 14,000.00 $ 7,335.00 $ 7,335.00 18 78 EA Potholing Plan Sheet 17,18,19 $ 1,500.00 $ 117,000.00 $ 850.00 $ 66,300.00 $ 695.00 $ 54,210.00 $ 500.00 $ 39,000.00 $ 600.00 $ 46,800.00 $ 500.00 $ 39,000.00 19 1 LS Traffic Control $ 78,109.68 $ 78,109.68 $ 2,500.00 $ 2,500.00 $ 5,660.00 $ 5,660.00 $ 20,000.00 $ 20,000.00 $ 12,000.00 $ 12,000.00 $ 10,000.00 $ 10,000.00 TOTAL ADDITIVE BID SCHEDULE 2 AMOUNT $ 956,713.52 CORRECTED $ 771,792.00 $ 662,706.00 SUBTOTAL AMOUNT $ 1,987,939.59 $ 2,163,403.00 $ 2,074,097.00 2 $ 854,879.00 CORRECTED $ 676,637.00 $ 1,190,493.00 $ 2,108,695.00 $ 2,337,111.00 $ 2,605,485.00 Page 547 ATTACHMENT TOTAL ADDITIVE BID SCHEDULE 3 AMOUNT $ 536,388.79 $ 428,780.00 $ 533,932.00 $ 464,500.00 $ 297,000.00 $ 856,645.00 SUBTOTAL AMOUNT $ 2,524,328.38 $ 2,592,183.00 $ 2,608,029.00 $ 2,573,195.00 $ 2,634,111.00 $ 3,462,130.00 ADDITIVE BID SCHEDULE 4: SIXTH ST AT ROCHESTER AVE UNIT BID SUMMARY FORBID OPENING JUNE 2, 2020 UNIT BID APPARENT LOW BIDDER 2 BID 3 4 UNIT 5 UNIT BID NO FISCAL YEAR 19/20 TRAFFIC SIGNAL PROJECT UNIT DESCRIPTION CROSSTOWN ELECTRICAL & DATA, SELECT ELECTRIC, INC. ELECNOR BELCO ELECTRIC INC. CALPROMAX ENGINEERING, INC. DBX, Inc. LS Clearing & Grubbing and Removals Including Haul & Disposal of Material $ 3,000.00 $ 3,000.00 $ COST AMOUNT ENGINEER'S ESTIMATE INC. 1 LS Mobilization $ 840.00 $ 840.00 $ 500.00 $ 500.00 $ 27,500.00 $ ADDITIVE BID SCHEDULE 3: SIXTH ST AT ROCHESTER AVE UNIT $ 3,000.00 $ UNIT BID UNIT BID 3,000.00 UNIT BID UNIT BID NO QTY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT Install Traffic Signal Video Detection System Complete In Place at Milliken LS Ave and Mil an Ct Plan Sheet 14 COST AMOUNT COST AMOUNT 1 1 LS Mobilization $ 43,762.35 $ 43,762.35 $ 10,000.00 $ 10,000.00 $ 27,770.00 $ 27,770.00 $ 5,000.00 $ 5,000.00 $ 18,000.00 $ 18,000.00 $ 22,000.00 $ 22,000.00 2 1 LS Clearing & Grubbing and Removals Including Haul & Disposal of Material $ 10,940.59 $ 10,940.59 $ 2,500.00 $ 2,500.00 $ 4,117.00 $ 4,117.00 $ 1,000.00 $ 1,000.00 $ 10,000.00 $ 10,000.00 $ 1,500.00 $ 1,500.00 3 3 Fiber Optic Interconnect along Sixth Sl from Hellman Ave to West of Haven 1 LS Ave Plan Sheets 20-21 $ 333,405.00 $ 333,405.00 $ 311,250.00 $ 311,250.00 $ 436,102.00 $ 436,102.00 $ 362,000.00 $ 362,000.00 $ 173,000.00 $ 173,000.00 $ 755,420.00 $ 755,420.00 4 $ 239,390.00 $ 239,390.00 Install Separate 4" PVC Fiber Optic Conduit with 3-1.26'0.D. Sche 40 1 LS Traffic Conirol $ 840.00 $ 840.00 $ 2,500.00 $ 2,500.00 $ 955.00 $ 955.00 $ 3,000.00 $ 3,000.00 1 $ 2,400.00 $ 60 LF HDPE Innerducts for RCMU Plan Sheets 20, 21, & 22 $ 45.00 $ 2,700.00 $ 450.00 $ 27,000.00 $ 28.00 $ 1,680.00 $ 300.00 $ 18,000.00 $ 180.00 $ 10,800.00 $ 150.00 $ 9,000.00 5 Fiber Optic Interconnect along Hermosa from Fourth St to South of Sixth Sl 1 LS Plan Sheet 25 $ 19,980.00 $ 19,980.00 $ 43,680.00 $ 43,680.00 $ 21,031.00 $ 21,031.00 $ 32,000.00 $ 32,000.00 $ 50,000.00 $ 50,000.00 $ 38,000.00 $ 38,000.00 6 1 LS Fiber Optic System Testing, System Integration, and Documentation $ 35,338.50 $ 35,338.50 $ 5,500.00 $ 5,500.00 $ 20,732.00 $ 20,732.00 $ 11,000.00 $ 11,000.00 $ 6,600.00 $ 6,600.00 $ 3,225.00 $ 3,225.00 7 31 EA Potholin Plan Sheet 20,21,25 $ 1,500.00 $ 46,500.00 $ 850.00 $ 26,350.00 $ 695.00 $ 21,545.00 $ 500.00 $ 15,500.00 $ 600.00 $ 18,600.00 $ 500.00 $ 15,500.00 6 1 LS Traffic Control $ 43,762.35 $ 43,762.35 $ 2,500.00 $ 2,500.00 $ 955.00 $ 955.00 $ 20,000.00 $ 20,000.00 $ 10,000.00 $ 10,000.00 $ 12,000.00 $ 12,000.00 TOTAL ADDITIVE BID SCHEDULE 3 AMOUNT $ 536,388.79 $ 428,780.00 $ 533,932.00 $ 464,500.00 $ 297,000.00 $ 856,645.00 SUBTOTAL AMOUNT $ 2,524,328.38 $ 2,592,183.00 $ 2,608,029.00 $ 2,573,195.00 $ 2,634,111.00 $ 3,462,130.00 ADDITIVE BID SCHEDULE 4: SIXTH ST AT ROCHESTER AVE UNIT UNIT COST UNIT BID UNIT BID UNIT COST BID AMOUNT UNIT BID UNIT BID NO CITY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT LS Clearing & Grubbing and Removals Including Haul & Disposal of Material $ 3,000.00 $ 3,000.00 $ COST AMOUNT COST AMOUNT 1 1 LS Mobilization $ 840.00 $ 840.00 $ 500.00 $ 500.00 $ 27,500.00 $ 27,500.00 $ 3,000.00 $ 3,000.00 $ 12,000.00 $ 12,000.00 $ 3,000.00 $ 3,000.00 2 Install Tmtr1 Signal Video Detection System Complete In Place at Milliken LS Ave and Church St Plan Sheet 13 $ 40,000.00 $ 40,000.00 $ 41,745.00 $ 41,745.00 $ 43,795.00 $ 43,795.00 $ 44,418.00 $ 44,418.00 $ 50,000.00 $ 50,000.00 $ 43,306.00 $ 43,306.00 5 1 Install Traffic Signal Video Detection System Complete In Place at Milliken LS Ave and Mil an Ct Plan Sheet 14 $ 40,000.00 $ 40,000.00 $ 36,510.00 $ 36,510.00 $ 37,886.00 1 LS Clearing & Grubbing and Removals Including Haul & Disposal of Material $ 210.00 $ 210.00 $ 250.00 $ 250.00 $ 4,117.00 $ 4,117.00 $ 1,000.00 $ 1,000.00 $ 3,000.00 $ 3,000.00 $ 500.00 $ 500.00 3,500.00 $ 3,500.00 Install Traffic Signal Overlap at Sixth St and Rochester Ave including TOTAL ADDITIVE BID SCHEDULE 5 AMOUNT TOTAL BASE BID SCHEDULE + ADDITIVE BID SCHEDULES (NO I-2+3+4+5) $ 147,000.00 $ 2,681,616.38 CORRECTED $ 116,955.00 $ 2,726,636.00 CORRECTED $ 149,637.00 $ 2,613,019.00 $ 126,623.00 $ 159,600.00 $ 2,641,616.00 CORRECTED $ 2,943,111.00 CORRECTED $ 125,152.00 $ 3,832,672.00 3 reprogramming and rewiring of cabinet for intended operations, see special 1 LS mvisions section 316-2. (Appendix 8c $ 8,400.00 $ 8,400.00 $ 14,250.00 $ 14,250.00 $ 22,781.00 $ 22,781.00 $ 135,000.00 $ 135,000.00 $ 132,000.00 $ 132,000.00 $ 239,390.00 $ 239,390.00 4 1 LS Traffic Conirol $ 840.00 $ 840.00 $ 2,500.00 $ 2,500.00 $ 955.00 $ 955.00 $ 3,000.00 $ 3,000.00 1 $ 2,400.00 $ 2,400.00 $ 2,500.00 $ 2,500.00 TOTAL ADDITIVE BID SCHEDULE 4 AMOUNT $ 10,290.00 CORRECTED Is 55,353.00 $ 142,000.00 CORRECTED Is 245,390.00 SUBTOTAL AMOUNT $ 2,534,618.38 $ 2,609,683.00 $ 2,663,382.00 $ 2,715,195.00 $ 2,783,511.00 $ 3,707,520.00 ADDITIVE BID SCHEDULE 5: VIDEO DETECTION SYSTEM NO CITY UNIT DESCRIPTION UNIT COST AMOUNT UNIT COST BID UNIT AMOUNT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT 1 1 LS Mobilization $ 12,000.00 $ 12,000.00 $ 1,200.00 $ 1,200.00 $ 27,770.00 $ 27,770.00 $ 3,000.00 $ 3,000.00 $ 12,000.00 $ 12,000.00 $ 2,000.00 $ 2,000.00 2 1 LS Clearing & Grubbing and Removals Including Haul & Disposal of Material $ 3,000.00 $ 3,000.00 $ 500.00 $ 500.00 $ 1,764.00 $ 1,764.00 $ 1,000.00 $ 1,000.00 $ 3,600.00 $ 3,600.00 $ 500.00 $ 500.00 3 1 Install Traffic Signal Video Detection System Complete In Place at Milliken LS Ave and VintageDr Plan Sheet 12 $ 40,000.00 $ 40,000.00 $ 36,500.00 $ 36,500.00 $ 37,467.00 $ 37,467.00 $ 37,391.00 $ 37,391.00 $ 43,000.00 $ 43,000.00 $ 37,923.00 $ 37,923.00 4 1 Install Tmtr1 Signal Video Detection System Complete In Place at Milliken LS Ave and Church St Plan Sheet 13 $ 40,000.00 $ 40,000.00 $ 41,745.00 $ 41,745.00 $ 43,795.00 $ 43,795.00 $ 44,418.00 $ 44,418.00 $ 50,000.00 $ 50,000.00 $ 43,306.00 $ 43,306.00 5 1 Install Traffic Signal Video Detection System Complete In Place at Milliken LS Ave and Mil an Ct Plan Sheet 14 $ 40,000.00 $ 40,000.00 $ 36,510.00 $ 36,510.00 $ 37,886.00 $ 37,886.00 $ 37,814.00 $ 37,614.00 $ 44,000.00 $ 44,000.00 $ 37,923.00 $ 37,923.00 6 1 LS Traffic Control $ 12,000.00 $ 12,000.00 $ 500.00 $ 500.00 $ 955.00 $ 955.00 $ 3,000.00 $ 3,000.00 $ 7,000.00 $ 7,000.00 $ 3,500.00 $ 3,500.00 TOTAL ADDITIVE BID SCHEDULE 5 AMOUNT TOTAL BASE BID SCHEDULE + ADDITIVE BID SCHEDULES (NO I-2+3+4+5) $ 147,000.00 $ 2,681,616.38 CORRECTED $ 116,955.00 $ 2,726,636.00 CORRECTED $ 149,637.00 $ 2,613,019.00 $ 126,623.00 $ 159,600.00 $ 2,641,616.00 CORRECTED $ 2,943,111.00 CORRECTED $ 125,152.00 $ 3,832,672.00 NOTE: CORRECTIONS TO BID AMOUNTS SHOWN IN BOLD NOTE: Per the Special Provisions, Section K, Award and Execution of Contract. The lowest respsonsive bid will be calculated per Section 20103.8 of the Public Contract Code as the lowest total of the bid price on the base contract and additive (or deductive) items that when taken in order (i.e. Additive 1, Additive 2, etc.) and added to (or deducted from) the base contract, are less than or equal to the engineering estimate. Since the lowest total bid price was not less than or equal to $2,690,000 rounded for advertisement (or $2,681,618.38 exact), there is no responsive bid for the base plus additive bid numbers 1 thru 5. By removing additive bid number 5, the lowest responsive base plus additive bid numbers 1 thru 4less than or equal to $2,690,000 is determined to be Crosstown Electrical & Data. Inc. 3 Page 548 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jason C. Welday, Director of Engineering Services/City Engineer Gianfranco Laurie, Senior Civil Engineer SUBJECT: CONSIDERATION OF A CONTRACT WITH WHITEHEAD CONSTRUCTION IN AN AMOUNT OF $42,300, PLUS A 10% CONTINGENCY FOR THE PACIFIC ELECTRIC TRAIL STORM DRAIN AND SLOPE IMPROVEMENT PROJECT. RECOMMENDATION: Staff recommends that the City Council: 1. Approve the plans and specifications for the Pacific Electric Trail Storm Drain and Slope Improvement Project (Project); 2. Accept the bids received for the Project; 3. Award and authorize the execution of a contract in the amount of $42,300; to the lowest responsive bidder Whitehead Construction, for the Base Bid only; and 4. Authorize the expenditure of a 10% contingency in the amount of $4,230 BACKGROUND: The Pacific Electric Trail (PE Trail) is a regional multi -use trail running east and west between City Limits primarily located north of Base Line Road. The PE Trail is used by cyclists, joggers, and walkers on a daily basis. A small area of the trail's parkway eroded after a heavy storm event last year. A buried storm drain pipe was uncovered resulting in dirt and mud entering into the abandoned pipe which spilled onto residential streets behind the trail. In response to a notification by a nearby resident, Public Works staff removed the mud and temporarily capped the abandoned storm drain pipe to prevent further mud from spilling into the street. On March 20, 2019, the City Council approved an appropriation for $15,000 for design related fees. Engineering staff retained one of the City's on-call engineering services consultants to prepare construction drawings to re -seal the abandoned storm drain pipe and regrade the surrounding slopes to redirect storm water away from the pipe. Aufbau Corporation completed the construction drawings in March 2020. ANALYSIS: The scope of work for the Base Bid consists of minor clearing and grubbing, removal of trees (including tree stumps), earthwork, grading, and planting new trees. Additive Bid items included filling the abandoned pipe with flowable lightweight concrete, sealing the downstream end of the pipe, and Page 549 constructing a manhole to aid in future maintenance. A vicinity map is included as Attachment 1. The Notice Inviting Bids was released to the general contracting community and was published in the Daily Bulletin on May 12, and May 19, 2020. The City Clerk's Office facilitated the formal solicitation for bidding the project. On June 2, 2020, the City Clerk's Office received eight (8) construction bids. A full bid summary is included as Attachment 2. The Engineer's estimate for the project was $59,400, including $45,400 for the Base Bid and $14,000 for the Additive Bid items. The apparent low bidder determined by the method prescribed in the project's Special Provisions, Whitehead Construction, submitted a total bid of $65,700 consisting of a Base Bid of $42,300 and an Additive Bid of $23,400. Due to budget constraints, staff recommends awarding only the Base Bid for this project. The Engineering staff has reviewed all bids received and found all to be complete and in accordance with the bid requirements with any irregularities to be inconsequential. Staff has completed the required background investigation and finds the lowest responsive bidder Whitehead Construction meets the requirements of the bid documents. ENVIRONMENTAL: Staff has determined that the project is Categorically Exempt per Section 15301 "Existing Facilities" subsection (c), Class 1 of the California Environment Quality Act (CEQA). FISCAL IMPACT: Anticipated construction costs are estimated to be as follows: Expenditure Category Amount Construction Contract $42,300 Construction Contract Contingency (10%) $4,230 Estimated Construction Costs $46,530 A total of $50,000 is budgeted in this Fiscal Year 2019/20 from the Capital Reserve Fund (Fund 025) to construct the Project. Funding for this project is available under the Capital Improvement Project Account No. below: Account No. I Funding Source Description Amount 10253035650/2011025-0 1 Capital Reserve (025) PE Trail Drainage $50,000 COUNCIL GOAL(S) ADDRESSED: This item addresses the City Council's vision for the City by ensuring the construction of high quality public improvements that promote a world class community. ATTACHMENTS: Description Attachment 1 - Vicinity Map Attachment 2 - Bid Summary Page 550 ATTACHMENT 1 PROJECT# 800-2019-23 Pacific Electric Trail Storm Drain and Slope Improvements Vicinity Map NOT TO SCALE a� +I i ,--- C 0.. . ..�.. 1+ Almond St beer Creek ■ ' I Channel I I � � a Hillside Rd Hlllslde Rd Hillside Rd yf. I Oro{i µl4lson Ave Wilson Ave o. s ■ Thorou9hhred`' > Chaffey •t A • ro College School fi Banyan St Banyan 5t r Eeanysist a ;' C&rh �. Lemon Ave Lemon Ave �intia9e6r vi r } 8osin ° r�r a ■ cc n Alta Loma ❑r - ■.. Alta Lorna ■� v+ , N a h • rt victoria Sr Grapeland m Etiwanda � a • d 4 u } r 4 K Upland Hills ° n u W : m Country Club Base Line Rd a r ° i lath St Y a m 15 •. � Rancho 7 "' Cuearnonga ¢ row Hwy d 4 a Arrow RR a Arrow Rte a Y m m 9th St m Forth Jersey Blvd Whittraln Ave u Kaiser E athlh St ■ Sth St Cucamonga �i3a t E 7th St z IW > a L a " #Q m i W ' ■ E 6th 5# @ £ 6th St c N I E 7 � v rt ], N SR ., f�MeM 9t• _ Sari Bernardino Ave Project Site A Page 551 TOTAL ADDITIVE BID AMOUNT TOTAL BASE BID + ADDITIVE BID $ 14,000.00 $ 10,000.00 $ 23,400.00 $ 21,000.00 $ 14,000.00 $ 18,000.00 $ 59,400.00 $ 61,910.00 $ 65,700.00 $ 70,000.00 CORRECTED 1 $ 74,100.00 $ 87,000.00 TOTAL BASE BID SCHEDULE AMOUNT UNIT COST BID SUMMARY FOR BID OPENING JUNE 2, 2020 - REVISED PACIFIC ELECTRIC TRAIL STORM DRAIN AND SLOPE IMPROVEMENTS ENGINEER'S ESTIMATE 1 Zimprich Engineering 2. APPARENT LOW BIDDER * Whitehead Construction 3 TSR Construction and Inspection 4 FS Contractors 5 RSB Group AMOUNT BASE BID SCHEDULE NO QTy UNIT DESCRIPTION UNIT COST AMOUNT UNIT COST UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST UNIT COST UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT 1 1 LS Mobilization $1,500.00 $ 1,500.00 $ 6,000.00 $ 6,000.00 $ 4,000.00 $ 4,000.00 $ 6,000.00 $ 6,000.00 $ 10,000.00 $ 10,000.00 $30,000.00 $ 30,000.00 2 1 LS Traffic Control $500.00 $ 500.00 $ 3,000.00 $ 3,000.00 $ 1,500.00 $ 1,500.00 $ 500.00 $ 500.00 $ 3,000.00 $ 3,000.00 $5,000.00 $ 5,000.00 3 1 LS Clearing and Grubbing $2,000.00 $ 2,000.00 $ 5,000.00 $ 5,000.00 $ 2,000.00 $ 2,000.00 $ 3,000.00 $ 3,000.00 $ 5,000.00 $ 5,000.00 $3,000.00 $ 3,000.00 4 3 EA Remove Tree (inc. tree root) $5,000.00 $ 15,000.00 $ 1,670.00 $ 5,010.00 $ 1,500.00 $ 4,500.00 $ 1,000.00 $ 3,000.00 $ 2,300.00 $ 6,900.00 $1,000.00 $ 3,000.00 5 7 EA Remove Tree Stump inc. tree root $1,200.00 $ 8,400.00 $ 700.00 $ 4,900.00 $ 600.00 $ 4,200.00 $ 1,000.00 $ 7,000.00 $ 600.00 $ 4,200.00 $500.00 $ 3,500.00 6 300 1 CY I (F) Earthwork $50.00 $ 15,000.00 $ 80.00 $ 24,000.00 $ 67.00 $ 20,100.00 $ 60.00 $ 18,000.00 $ 90.00 $ 27,000.00 $75.00 $ 22,500.00 71 EA Seal Upstream End of an Existing 24-inc Diameter Corrugated Metal Pipe $1,200.00 $ 1,200.00 $ 1,000.00 $ 1,000.00 $ 1,200.00 $ 1,200.00 $ 7,000.00 $ 7,000.00 $ 1,000.00 $ 1,000.00 $500.00 $ 500.00 8 3 EA I Furnish and Install 24 -inch Box Trees $600.00 $ 1,800.00 $ 1,000.00 $ 3,000.00 $ 1,600.00 $ 4,800.00 $ 1,500.00 $ 4,500.00 $ 1,000.00 $ 3,000.00 $500.00 $ 1,500.00 8 4 ISS iLaadseape TtlaiatenAnep, Pei4M NIA$ $ $ $ $ $ $ $ $ $ $ TOTAL ADDITIVE BID AMOUNT TOTAL BASE BID + ADDITIVE BID $ 14,000.00 $ 10,000.00 $ 23,400.00 $ 21,000.00 $ 14,000.00 $ 18,000.00 $ 59,400.00 $ 61,910.00 $ 65,700.00 $ 70,000.00 CORRECTED 1 $ 74,100.00 $ 87,000.00 TOTAL BASE BID SCHEDULE AMOUNT UNIT COST $ 45,400.00 ENGINEER'S ESTIMATE $ 51,910.00 7 AToM Engineering Construction $ 42 300.00 BASE BID SCHEDULE TY UNIT DESCRIPTION $ 49 000.00 AMOUNT 1 $ 60,100.00 $ $ 69 000.00 ADDITIVE BID SCHEDULE: NO TY UNIT DESCRIPTION UNIT COST AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT 1 1 EA Seal Downstream End of an Existing 24 -inch Diameter Corrugated Metal Pipe $ 2,000.00 $ 2,000.00 $ 1,000.00 $ 1,000.00 $ 3,000.00 $ 3,000.00 $ 1,000.00 $ 1,000.00 $ 1,000.00 $ 1,000.00 $ 1,000.00 $ 1,000.00 2 1 LS (F) Fill 24 -inch Diameter Corrugated Metal Pipe with Flowable Lightweight Concrete $ 5,500.00 $ 5,500.001$ 4,000.00 $ 4,000.001$ 6,500.00 $ 6,500.001$ 6,000.00 $ 6,000.001$ 3,000.00 $ 3,000.001$ 7,000.00 $ 7,000.00 3 1 EA Construct Storm Drain Manhole per City. Std. Plan 318 $ 6,500.00 $ 6,500.00 $ 5,000.00 $ 5,000.001$ 13,900.00 $ 13,900.00 1 $ 14,000.00 $ 14,000.00 1 $ 10,000.00 $ 10,000.00 1 $ 10,000.00 $ 10,000.00 TOTAL ADDITIVE BID AMOUNT TOTAL BASE BID + ADDITIVE BID $ 14,000.00 $ 10,000.00 $ 23,400.00 $ 21,000.00 $ 14,000.00 $ 18,000.00 $ 59,400.00 $ 61,910.00 $ 65,700.00 $ 70,000.00 CORRECTED 1 $ 74,100.00 $ 87,000.00 TOTAL BASE BID SCHEDULE AMOUNT 45 400.00 67 800.00 CORRECTED 79,320.0Q] 101,32 ADDITIVE BID SCHEDULE: NO TY UNIT DESCRIPTION UNIT COST BID SUMMARY FOR BID OPENING JUNE 2, 2020 PACIFIC ELECTRIC TRAIL STORM DRAIN AND SLOPE IMPROVEMENTS ENGINEER'S ESTIMATE 6 GM Sager Construction 7 AToM Engineering Construction 8 Wright Construction Eng. BASE BID SCHEDULE TY UNIT DESCRIPTION UNIT COST AMOUNT UNIT COST $ BID AMOUNT UNIT COST BID AMOUNT UNIT COST $ 2,000.00 BID AMOUNT 1 1 LS Mobilization $1,500.00 $ 1,500.00 $ 11,000.00 $ 11,000.00 $ 9,000.00 $ 9,000.00 $ 25,000.00 $ 25,000.00 rNO 2 1 LS Traffic Control $500.00 $ 500.00 $ 5,000.00 $ 5,000.00 $ 2,000.00 $ 2,000.00 $ 3,500.00 $ 3,500.00 3 1 LS Clearing and Grubbing $2,000.00 $ 2,000.00 $ 7,000.00 $ 7,000.00 $ 11,000.00 $ 11,000.00 $ 7,000.00 $ 7,000.00 4 3 EA Remove Tree (inc. tree root) $5,000.00 $ 15,000.00 $ 1,200.001$ 3,600.00 $ 1,900.00 $ 5,700.00 $ 5,000.001 $ 15,000.00 5 7 EA Remove Tree Stump inc. tree root $1,200.00 $ 8,400.00 $ 800.00 $ 5,600.00 $ 660.00 $ 4,620.00 $ 1,260.00 $ 8,820.00 6 300 CY (F) Earthwork $50.00 $ 15,000.00 $ 90.00 $ 27,000.00 $ 130.00 $ 39,000.00 $ 126.00 $ 37,800.00 71 EA Seal Upstream End of an Existing 24-inc Diameter Corrugated Metal Pipe $1,200.00 I $ 1,200.00 $ 2,000.00 $ 2,000.00 $ 2,000.00 $ 2,000.00 $ 1,200.00 $ 1,200.00 8 3 EA Furnish and Install 24 -inch Box Trees $600.00 $ 1,800.00 $ 2,200.00 $ 6,600.00 $ 2,000.00 $ 6,000.00 $ 1,000.00 $ 3,000.00 8 4 ISS Landseape Maintenanep. Pei4M NIA $ $ $ $ $ $ $ TOTAL BASE BID SCHEDULE AMOUNT 45 400.00 67 800.00 CORRECTED 79,320.0Q] 101,32 ADDITIVE BID SCHEDULE: NO TY UNIT DESCRIPTION UNIT COST AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT UNIT COST BID AMOUNT 1 1 EA Seal Downstream End of an Existing 24 -inch Diameter Corrugated Metal Pipe $ 2,000.00 $ 2,000.00 $ 2,000.00 $ 2,000.00 $ 2,000.00 $ 2,000.00 $ 1,200.00 $ 1,200.00 2 1 LS (F) Fill 24 -inch Diameter Corrugated Metal Pipe with Flowable Lightweight Concrete $ 5,500.00 $ 5,500.00 $ 5,800.00 $ 5,800.00 $ 10,000.00 $ 10,000.00 $ 4,500.00 $ 4,500.00 3 1 EA Construct Storm Drain Manhole per City. Std. Plan 318 $ 6,500.00 $ 6,500.00 $ 15,500.00 $ 15,500.00 $ 11,000.00 $ 11,000.00 $ 17,000.00 $ 17,000.00 TOTAL ADDITIVE BID AMOUNT TOTAL BASE BID + ADDITIVE BID NOTE: Per the Special Provisions, Section K, Award and Execution of Contract. The lowest respsonsive bid will be calculated per Section 20103.8 of the Public Contract Code as the lowest total of the bid price on the base contract and additive (or deductive) items that when taken in order (i.e. Additive 1, Additive 2, etc.) and added to (or deducted from) the base contract, are less than or equal to the engineering estimate. Since the lowest total bid price was not less than or equal to $59,400, there is no responsive bid for the base plus additive bid schedule. By removing the additive bid schedule, the lowest responsive base bid is determined to be Whitehead Construction. 14,00 1F. Page 552 23,300.001 $ 23,000 91,100,001 CORRECTED 1 S 102,320,00-1 22 700.00 124,020.00 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Ernest Ruiz, Streets, Storm Drains and Fleet Superintendent Paul Fisher, Management Analyst I SUBJECT: CONSIDERATION TO APPROVE THE RENEWAL OF CONTRACT CO 15- 103 WITH SIEMENS MOBILITY, INC. FOR CITYWIDE TRAFFIC SIGNAL AND SAFETY LIGHTING MAINTENANCE SERVICES DURING FY 2020/2021. RECOMMENDATION: Staff recommends the City Council approve Amendment No. 8 to contract CO 15-103 with Siemens Mobility, Inc., extending the term of the contract on a month to month basis, in an amount not to exceed $1,064,800 for FY 2020/2021. BACKGROUND: On June 3, 2015, City Council approved and awarded a competitively bid contract (CO 15-103) for Citywide Traffic Signal and Safety Lighting Maintenance to Siemens Mobility, Inc. This contract had an option to renew in one year increments up to a total of five years ending June 30, 2020. In order to provide continuous maintenance of the traffic signal infrastructure while these services are re -bid, it is necessary to extend the term of contract CO 15-103. If approved, Amendment No. 8 to contract CO 15- 103 will extend the term of the contract on a month to month basis with NO rate increase. There are no other changes to the scope of work, service level or other terms and conditions. Staff is currently revising the maintenance specifications for traffic signal and safety lighting maintenance. The specifications are expected to be completed in the first quarter of FY 2020/2021. Once completed they will be forwarded to the Procurement Department for formal solicitation. The goal is to have the solicitation completed and a new contract awarded during the third quarter of FY 2020/2021. Upon completion of a successful procurement and award of a new contact, contract no. CO 15-103 will be terminated, and services will begin with the selected vendor. The annual contract amount listed above includes both routine maintenance and a contingency for extra work. The routine maintenance includes a complete inspection and service at 223 locations consisting of the City's signalized intersections, signalized crosswalks, flashing crosswalks, flashing school beacons and flashing beacons. The contingency for extra work is necessary to complete repairs due to failures, traffic accidents, or malfunctions of the traffic signal system, safety lighting, or internally illuminated street name signs. Examples of extra work repairs include, but are not limited to: • Repair or replacement of damaged traffic signal cabinets and controllers • Repair or replacement of vehicle detection loops and video cameras • Repair or replacement of emergency vehicle preempt equipment • Repair or replacement of uninterrupted power supply equipment • Replacement of damaged or downed traffic signal poles Page 553 • Rewiring signalized intersections with new cables and conductors • Replacement of damaged or downed streetlight poles The City of Rancho Cucamonga has signalized intersections that have been in operation for over thirty- five (35) years, which require additional extra work as equipment fails. Consequently, due to the aging traffic signal infrastructure, rain/wind damage, and damage caused by motorists, extra work is always necessary. ANALYSIS: Siemens Mobility, Inc. submitted a Letter of Intent expressing their desire to continue providing services to the City of Rancho Cucamonga on a month to month basis during FY 2020/2021 with NO rate increase. Siemens Mobility, Inc. continues to provide great service to the City. Staff recommends the City Council approve the renewal of contract CO 15-103 on a month to month basis, effective July 1, 2020, and approve the spending limit of $1,064,800 for FY 2020/2021. FISCAL IMPACT: The funding for Traffic Signal and Safety Lighting Maintenance Services is included in the proposed FY 2020/2021 budget in the General Fund (1001318-5300) and Measure 12010-2040, (1177303-5300). COUNCIL GOAL(S) ADDRESSED: This item addresses the City Council's goal of Public Safety by ensuring traffic signals and safety lighting are operational and it reinforces the City's position as the premier community in the inland region. ATTACHMENTS: Description Amendment 8 Page 554 Attachment 1 - Amendment 8 AMENDMENT NO. 8 to Professional Services Agreement (CO #15-103) between Siemens Mobility, Inc (hereinafter Contractor) and City of Rancho Cucamonga (hereinafter "City") This Amendment No. 8 will serve to amend the Professional Services Agreement (hereinafter "Agreement"), CO# 15-103 to incorporate the following: Item 1: The term of the agreement is hereby extended on a month to month basis, effective July 1, 2020, in an amount that shall not exceed $1,064,800 during FY 2020/2021. Said extension will be in accordance with contractor's letter of intent dated May 6, 2020, attached hereto as Exhibit A. Item 2: The schedule of locations receiving routine monthly maintenance effective July 1, 2020 is attached hereto as Exhibit B. Item 3: The contract rates effective July 1, 2020 are attached hereto as Exhibit C. All other Terms and Conditions of the original Agreement CO# 15-103 will remain in full effect. IN WITNESS WHEREOF, the parties, through their respective authorized representatives, have executed this Amendment by way of signature by both parties and on the date indicated below. Please return two (2) original signed copies to the City no later than June 4, 2020. The City will process both copies for signature and provide Contractor with one (1) fully executed copy of the Amendment. Siemens Mobility, Inc By: Name Title By: Name Date Date Title (two signatures required if corporation) City of Rancho Cucamonga By: Name Title Date Page 555 Exhibit A SIEMENS May 6, 2020 Ernie Ruiz City of Rancho Cucamonga Public Works Services Department 8794 Lion Street Rancho Cucamonga, CA 91730 Subject: Month to Month Contract Extension 7/1/2020-10/31/2020 Dear Mr. Ruiz, Siemens Mobility Inc. 2240 Business Way Riverside, California 92501 951-784-6600 951-784-6700 Fax www.usa-siemens.com/mobility This shall serve as a letter of intent to continue providing traffic signal maintenance services as per the terms and conditions of the existing agreement (CO 15-103 "Traffic Signal and Safety Lighting Maintenance") between Siemens Mobility Inc. and the City of Rancho Cucamonga on a month by month basis. Please feel free to contact me with any questions. Thank you for another opportunity to work with the City of Rancho Cucamonga. We look forward to working together to maintain and improve your traffic signal and safety lighting systems. Sincerely, Siemens Mobility Inc. Candace Gallaher Service Account Manager Unrestricted Page 556 Exhibit B Location Schedule Location Notes Item 1. Traffic Signals 19th / Amethyst 19th / Archibald 19th / Beryl 19th / Carnelian 19th / Hellman 19th / Hermosa 19th / Jasper 19th / Sapphire 4th / Golden Oak 4th / Resort ............................................ 6th / Cleveland 6th / Golden Oak 6th / Resort 6th / Richmond 6th / Utica . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Archibald / 4th Archibald / 6th Archibald / 8th Archibald / 9th Archibald / Banyan Archibald / Church Archibald / Lemon Archibald / San Bernardino Archibald / Tryon ............................................ Arrow / Archibald Arrow / Baker Arrow / Center Arrow / Etiwanda Arrow / Haven ............................................ Arrow / Hellman Arrow / Hermosa Arrow / Pecan Arrow / Private Drive Arrow / Red Oak ............................................ Arrow / Rochester Arrow / Vineyard Arrow / White Oak Banyan / East Banyan / Etiwanda ............................................ Banyan / Fredericksburg Banyan / Golden Lock Banyan / Wardman Bullock Base Line / Alta Cuesta Base Line / Amethyst Base Line / Archibald Base Line / Beryl Base Line / Carnelian Base Line / Central Park ............................................ Base Line / Day Creek Base Line / Day Creek Marketplace Base Line / East Page 1 of 5 5/19/2020, 9:02 AM Page 557 Exhibit B Location Schedule Location Notes Item 1. Traffic Signals Base Line / Ellena West Base Line / Etiwanda Base Line / Haven Base Line / Hellman Base Line / Hermosa Base Line / Milliken Base Line / Mountain View Base Line / Ramona Base Line / Rochester Base Line / San Carmelo ............................................ Base Line / Shelby Base Line / Spruce Base Line / Valencia Base Line / Victoria Park Ln Base Line / Vineyard ............................................ Buffalo / 6th Carnelian / Banyan Carnelian / Highland Carnelian / LaVine/LaGrande Carnelian / Lemon Carnelian / Red Hill CC Advanced Beacon part of intersection (FSBT) Carnelian / Vineyard Carnelian / Vivero Church / Arbor ............................................ Church / Center Church / E. Elm Church / E. Terra Vista Pkwy Church / Elm West Church / Malaga .....Mayte....................................... Church'/ n Church / Spruce Church / Victoria Gardens/VPL Church / West Terra Vista Church/Miller / Etiwanda ............................................ Day Creek / Banyan Day Creek / Church Day Creek / Firehouse Day Creek / Highland Advanced Beacons part of intersection (FE&WBT) Day Creek / Madrigal ............................................ Day Creek / N. Mainstreet Day Creek / S. Mainstreet Day Creek / Silverberry Day Creek / Sugargum Day Creek / Victoria Gardens Day Creek / Victoria Park Ln Day Creek / Vintage Day Creek / Wilson East / Miller ............................................ Etiwanda / Garcia Etiwanda / Napa Etiwanda / Whittram Page 2 of 5 5/19/2020, 9:02 AM Page 558 Exhibit B Location Schedule Location Notes Item 1. Traffic Signals Foothill / Archibald Foothill / Aspen Foothill / Baker Foothill / Center Foothill / Cornwall Foothill / Day Creek Foothill / East Foothill / Elm Foothill / Etiwanda Foothill / Haven ............................................ Foothill / Hellman Foothill / Hermosa Foothill / Highridge Foothill / Marketplace Foothill / Masi ............................................ Foothill / Mayten Foothill / Milliken Foothill / Orchard Plaza/Gemco Foothill / Ramona Foothill / Rochester Foothill / San Bernardino Foothill / Spruce Foothill / Victoria Commons/Promenade Foothill / Vineyard drove rove / 9th Grove / Arrow Grove / San Bernardino Haven / 19th Haven / 6th ............................................ Haven / 7th Haven / Alta Loma Haven / Amber Haven / Banyan Haven / Church ........................................... Haven / Civic Center Haven / Jersey Haven / Lemon Haven / Town Center Haven / Trademark ............................................ Haven / Valencia Haven / Victoria Haven / Wilson Hellman / 8th Hermosa / 6th Hermosa / 8th Hermosa / Church Hermosa / Feron Highland / Archibald ............................................ Highland / Day Creek Highland / Etiwanda Milliken / 5th Page 3 of 5 5/19/2020, 9:02 AM Page 559 Exhibit B Location Schedule Location Notes Item 1. Traffic Signals Milliken / 6th Milliken / 7th Milliken / Arrow Milliken / Banyan Milliken / Central Park Milliken / Church Milliken / Fairmont Milliken / Grizzly Milliken / Jersey Milliken / Kenyon ............................................ Milliken / Millennium / Century Milliken / Mountain View Milliken / Park Milliken / Terra Vista Pkwy Milliken / Victoria Park Ln . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Milliken / Vintage Rochester / 6th Rochester / Chervil Rochester / Church Rochester / Highland Rochester / Jack Benny Rochester / Jersey Rochester / Lark Rochester / Stadium Way ............................................ Rochester / Victoria Park Ln Rochester / Vintage Spruce / Elm Spruce / Town Center Terra Vista / Mountain View ............................................ Victoria / East Victoria / Etiwanda Victoria Gardens / Kew Victoria Gardens / Monet Victoria Gardens / N. Main ............................................ Victoria Park Lane / Long Meadow Vineyard / 9th Vineyard / San Bernardino Wilson / Canistel Wilson / Carnelian ............................................ Wilson / San Sevaine Wilson / Wardman Bullock Page 4 of 5 5/19/2020, 9:02 AM Page 560 Exhibit B Location Schedule Location Notes Item 2. Flashing Crosswalk Item 1. Amethyst / Pacific Electric Trail 194 Arbor / Gatsby S/O Church Flashing Crosswalk Etiwanda / Craig Solar Etiwanda N/O Saddleridge Solar Kenyon / Pacific Electric Trail Flashing School Beacon Mountain E/O Milliken / Pacific Electric Item 5. Mountain W/O Milliken / Pacific Electric 5 Ramona / Pacific Electric Trail 223 Victoria / W/O Etiwanda High School Victoria E/O Etiwanda High School ............................................ Item 3. Signalized Crosswalk Archibald / Pacific Electric Trail Base Line / Pacific Electric Trail East / Pacific Electric Trail ............................................ Elm / Greenway Corridor Etiwanda / Pacific Electric Trail Grove / Pacific Electric Trail Haven / Pacific Electric Trail Hellman / Pacific Electric Trail Hermosa / Pacific Electric Trail Rochester / Pacific Electric Trail Rochester / RCHS PED Xing Terra Vista / Greenway Corridor ...... ..... Item 4. Flashing School Beacon Banyan E/O Roberts PI Solar Banyan W/O East Ave Solar ............................................ Item 5. Flashing Beacon East S/O Wilson Solar Hermosa N/O Feron Solar Hermosa S/O Feron Solar Vineyard N/O Candlewood Solar ............................................ Wilson E/O East Solar Summary Page 5 of 5 5/19/2020, 9:02 AM Page 561 Description Quantity Item 1. Traffic Signals 194 Item 2. Flashing Crosswalk 10 Item 3. Signalized Crosswalk 12 Item 4. Flashing School Beacon 2 Item 5. Flashing Beacon 5 Grand Total 223 Page 5 of 5 5/19/2020, 9:02 AM Page 561 Exhibit C Vendor: Siemens Industry, Inc. Contract No: CO 15-103 Project: Traffic Signals and Safety Lighting Maintenance Contract Subject: Pricing for Fiscal Year 2020-2021 with a no fee increase. COLA: 0.00% Section I - Routine Maintenance FY 2019-2020 Item Description Quantity Unit Unit Price Subtotal 6 Superintendent 1 Hour per Month $157.48 7 Engineering Technician 1 Hour $116.84 $157.48 1 Traffic Signal: 194 EA $86.36 $16,753.84 9 Monthly Routine Maintenance (Each) 1 Hour $93.47 $157.48 2 Flashing Crosswalk: 10 EA $52.83 $528.30 10 Monthly Routine Maintenance (Each) 1 Hour $116.84 $157.48 3 Signalized Crosswalk: 12 EA $52.83 $633.96 Monthly Routine Maintenance (Each) 4 Flashing School Beacons: 2 EA $52.83 $105.66 Monthly Routine Maintenance (Each) 5 Flashing Beacons: 5 EA $52.83 $264.15 12 Monthly Routine Maintenance (Each) 1 Hour $111.76 $157.48 Routine Maintenance (per month) Total $18,285.91 Section II - Extraordinary Maintenance FY 2019-2020 Item Title Quantity Unit Straight Time Overtime 6 Superintendent 1 Hour $116.84 $157.48 7 Engineering Technician 1 Hour $116.84 $157.48 8 Laboratory Technician 1 Hour $106.68 $152.40 9 Traffic Signal Senior Field Technician 1 Hour $93.47 $157.48 Level III (Lead) - IMSA Certification 10 Traffic Signal Senior Bench Technician 1 Hour $116.84 $157.48 Level III - IMSA Certification Fiber Optics for ITS, Traffic, and 11 Communication Systems Technician 1 Hour $116.84 $157.48 Level I - IMSA Certification Utility Technician - Lead 12 Traffic Signal Construction Technician 1 Hour $111.76 $157.48 Level II - IMSA Certification 13 Traffic Signal Field Technician 1 Hour $111.76 $157.48 Level II - IMSA Certification 14 Traffic Signal Technician 1 Hour $86.36 $147.32 Level I - IMSA Certification 15 Roadway Lighting Technician 1 Hour $81.28 $116.84 Level I - IMSA Certification 16 Construction Laborer 1 Day $81.28 $116.84 Traffic Signal Senior Field Technician 17 Level III (Lead) - IMSA Certification 1 Week $751.84 $1,422.40 (master system communication experience/certification) (1 day = 8 hours) 18 Traffic Signal Field Technician 1 Week $889.00 $1,422.40 Level II - IMSA Certification (1 day = 8 hours) 1of3 Page 562 Exhibit C Section II - Extraordinary Maintenance (continued) FY 2019-2020 Item Labor and Material Quantity Unit Unit Cost 19 Install 6x6 traffic loop (4 or less) 1 EA $543.56 20 Install 6x6 traffic loop (more than 4)) 1 EA $396.24 21 Install bike loop 6x6 1 EA $543.56 22 Install 6' diameter circular loop (4 or less) 1 EA $543.56 23 Install 6' diameter circular loop (more than 4) 1 EA $396.24 24 Furnish and Install No. 3 1/3 pullbox 1 EA $878.84 25 Swap out Video Detection Camera (City to provide replacement camera) 1 EA $228.60 26 Swap out Video Detection Camera (Contractor to provide City specified Iteris RG4) 1 EA $2,743.20 27 Furnish and Install No 5 pullbox 1 EA $1,422.40 28 Furnish and Install No 6 pullbox 1 EA $1,676.40 29 Install City furnished pedestrian signal head 1 EA $147.32 30 Furnish and install City specified pedestrian signal head 1 EA $487.68 31 Install City furnished ADA push button 1 EA $76.20 32 Furnish and install City specified ADA push button 1 EA $228.60 33 Install City furnished NEMA conflict monitor 1 EA $223.52 34 Install City furnished Traffic Signal Cabinet 1 EA $2,336.80 35 Conduct Traffic Signal Cabinet operational test 1 EA $1,270.00 36 Conduct Safety Light and ISNS night survey 1 EA $812.80 37 Paint Traffic Signal Cabinet 1 EA $1,320.80 38 Paint Vehicle Head 1 EA $375.92 39 Paint Pedestrian Head 1 EA $299.72 40 Rewire 8 -phase intersection with new cable and conductors 1 EA Time & Materials 41 Install City furnished regulatory sign on signal mast arm 1 EA $147.32 42 Replace Type 1-A (10') pole 1 EA $965.20 43 409 Furnish and install Decorative street light per City Standard Plan 1 EA $9,753.60 44 Furnish and install Marbelite street light per City Standard Plan 410 1 EA $7,518.40 45 De -energize and remove damaged Decorative street light 2 EA $1,219.20 46 De -energize and remove damaged Marbelite street light 1 EA $1,219.20 47 Adjust alignment of signal head on pole 1 EA $76.20 48 Adjust alignment of signal head on mast arm 1 EA $86.36 49 Replace Incandescent or LED Signal Indication with City furnished LED indication 1 EA $86.36 50 Replace Incandescent or LED type Signal with contractor supplied red, green or amber LED (City Spec.). 1 EA $140.21 51 Replace ISNS panel with City furnished ISNS panel 1 EA $182.88 52 Install City furnished ISNS 1 EA $243.84 53 Furnish and install City specified 6' ISNS 1 EA $1,930.40 54 Furnish and install City specified 8' ISNS 1 EA $2,336.80 55 Install City furnished LED retrofit for ISNS 1 EA $294.64 56 Furnish and install City specified LED retrofit for ISNS 1 EA $1,117.60 57 Measure, order and install ISNS davit arm 1 EA $2,032.00 58 Install City supplied ISNS davit arm and hand existing sign 1 EA $894.08 59 Furnish and install SDLC cable terminal block and rack for detection replacement in TS1 and TS2 Econolite Traffic Signal Controller cabinets 1 EA $5,080.00 60 Install and tune City provided ITERIS Video Detection system for 8 phase intersection 1 EA $5,892.80 61 Install City Supplied Street Light Pole on Existing Foundation (Price includes clean-up of pole knockdown) 1 EA $3,481.60 62 Install City Supplied Street Light Pole on New Foundation (Price includes clean-up of pole knockdown) 1 EA $4,170.27 2of3 Page 563 Exhibit C Section III - Equipment FY 2019-2020 Item Type of Equipment Quantity Unit Cost per Job/Trip 63 Pick-up Truck 1 Trip $40.64 64 30' Boom/Service Truck 1 Trip $55.88 65 50' Height Boom Truck 1 Trip $304.80 66 Crane Truck 1 Trip $335.28 67 Water Truck 1 Trip $50.80 68 Dump Truck 1 Trip $76.20 69 Concrete Saw 1 Trip $50.80 70 Complete Paint Rig 1 Trip $152.40 71 Jackhammer/Compressor 1 Trip $50.80 72 Trencher 1 Trip $213.36 73 Vacuum Truck 1 Trip $269.24 74 lBackhoe 11 Trip 1 $2,336.80 3of3 Page 564 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Ernest Ruiz, Streets, Storm Drains and Fleet Superintendent Ruth Cain, CPPB, Procurement Manager SUBJECT: CONSIDERATION TO AWARD THE PURCHASE OF CONCRETE MATERIALS ON AN AS -NEEDED BASIS FROM DK CONCRETE COMPANY, IN ACCORDANCE WITH REQUEST FOR BIDS (RFB) #20/21-101, IN AN AMOUNT NOT TO EXCEED $65,000 FOR FISCAL YEAR 2020/2021. RECOMMENDATION: Staff recommends the City Council award the purchase of concrete materials on an as -needed basis from DK Concrete Company, in accordance with Request for Bids (RFB) #20/21-101, in an amount not to exceed $65,000 for Fiscal Year 2020/2021. BACKGROUND: The City's in-house concrete maintenance program includes the repair of concrete sidewalks, cross gutters, curb/gutters, and drive approaches experiencing lifts or gaps which are in the public right-of- way. The Public Works Services Department (PWSD) receives requests for service from the public through the RC2GO app, call -ins to the front office and/or by our in-house sidewalk inspection program. Once staff identifies a concrete issue, a crew is scheduled to ramp or grind the lifts or gaps as a temporary solution. Then these locations are prioritized and scheduled to have the damaged concrete removed and replaced. ANALYSIS: The Public Works Services Department provided the Procurement Division with specifications for review and to determine the best method of procurement for concrete materials. The Procurement Division prepared and posted a formal Request for Bid (RFB) #20/21-101 for the purchase of concrete materials on an asneeded basis to PlanetBids. There was a total of four hundred thirty (430) vendors that were notified, twelve (12) prospective bidders that downloaded the solicitation documentation, and one (1) bid response was received. DK Concrete Company of Fontana, California is the lowest responsive bidder. Due to fluctuating pricing on the concrete materials, and the vendor's inability to hold the price for more than one year, the bid price is only for FY 2020/2021 through June 30, 2021. All applicable bid documentation is on file in PlanetBids and can be accessed through the City's web page. FISCAL IMPACT: The purchase amount is within the operations and maintenance budget line items in the proposed Page 565 budget for FY 2020/2021. COUNCIL GOAL(S) ADDRESSED: This item addresses the City Council's goal of Enhancing Public Safety by ensuring well-maintained safe and walkable neighborhoods. ATTACHMENTS: Description Request for Bids Page 566 RANCHO CUCAMONGA REQUEST FOR BIDS ("RFB") #20/21-101 FOR CONCRETE MATERIAL ON AN AS NEEDED BASIS City of Rancho Cucamonga Procurement Division 10500 Civic Center Drive Rancho Cucamonga, California 91730 Attachment 1 - Request for Bids Page 567 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis Table of Contents 1. GENERAL INFORMATION........................................................................................................................... 3 1.1 Introduction..................................................................................................................................... 3 1.2 BID RESPONSE DELIVERY AND SCHEDULE OF EVENTS..................................................................................... 3 1.3 DISCREPANCIES OR OMISSIONS................................................................................................................ 3 1.4 CONTINGENCIES...................................................................................................................................4 1.5 QUESTIONS AND CLARIFICATIONS............................................................................................................. 4 1.6 DISPOSITION OF MATERIAL AND CONFIDENTIAL OR PROPRIETARY INFORMATION ................................................ 4 1.7 BRAND NAMES.................................................................................................................................... 5 1.8 KNOWLEDGE OF REQUIREMENTS.............................................................................................................. 5 1.9 RESERVATION OF RIGHTS........................................................................................................................ 5 1.10 BUSINESS LICENSE................................................................................................................................. 6 1.1. PREVAILING WAGES.............................................................................................................................. 6 1.11 CALIFORNIA'S PUBLIC RECORDS ACT......................................................................................................... 6 2. RFB RESPONSE SUBMISSION REQUIREMENTS.......................................................................................... 7 2.1 Exhibits A through F......................................................................................................................... 7 2.1.1 NON -DISCLOSURE CONFLICT OF INTEREST.............................................................................................. 7 2.1.2 SPECIFICATIONS................................................................................................................................7 2.1.3 ADDENDUM ACKNOWLEDGEMENT........................................................................................................ 8 2.1.4 PARTICIPATION CLAUSE...................................................................................................................... 8 2.1.5 DEBARMENT AND SUSPENSION............................................................................................................ S 2.1.6 SIGNATURE OF AUTHORITY................................................................................................................. 8 "EXHIBIT B, SPECIFICATIONS WORKSHEET,..................................................................................................... 10 "EXHIBIT C, ADDENDUM ACKNOWLEDGEMENT"............................................................................................ 12 "EXHIBIT D, PARTICIPATION CLAUSE"............................................................................................................. 13 "EXHIBIT E, DEBARMENT and SUSPENSION CERTIFICATION FORM"............................................................... 14 "EXHIBIT F, SIGNATURE OF AUTHORITY"........................................................................................................ 15 Page 2 of 15 Page 568 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis 1. GENERAL INFORMATION 1.1 Introduction The City of Rancho Cucamonga (hereinafter "City") and is inviting qualified Vendors (hereinafter "Vendor") to submit a bid response for Request for Bid ("RFB") #20/21-101 for Concrete Material On An As Needed Basis in accordance with the minimum Specifications indicated herein. Vendors wishing to participate in the RFB solicitation must be registered as a Consultant on Planet Bids through the City's website at https://www.cityofrc.us/your-government/procurement. Only those responses received from registered Consultants will be accepted. Responses must be submitted by the named Consultant that has downloaded the RFB, this information is indicated in the bid system and provides the ability to tabulate the responses in accordance to the named Consultants. Submitting a response under a Consultant name that does not appear to be on the Prospective Bidders list will be deemed as non-responsive and disqualify said response from further consideration. 1.2 BID RESPONSE DELIVERY AND SCHEDULE OF EVENTS RFB responses must be received electronically via Planet Bids prior to the due date and time specified in the below Schedule of Events. Please note, there will be no paper responses accepted. The City shall not be responsible for any delays by transmission errors. Schedule of Events Event Description Date & Time Post RFB May 7, 2020 Questions Due May 19, 2020 Addendum Issued May 21, 2020 RFB Response Due Date May 26, 2020 (The City reserves the right to change schedule of events without prior notice or responsibility to Vendor.) 1.3 DISCREPANCIES OR OMISSIONS Vendors finding discrepancies or omissions in the RFB or having any doubts as to the meaning or intent of any part thereof shall submit such questions or concerns in writing electronically via Planet Bids. The City bears no responsibility for oral instructions or representations. Addenda to this RFB shall be considered a part of this RFB and shall become part of any final Contract that may be derived from this RFB. Page 3 of 15 Page 569 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis 1.4 CONTINGENCIES This RFB should not be considered as a contract to purchase goods or services but is a Request for Bid in accordance with the terms and conditions herein and will not necessarily give rise to a contract. However, RFB responses should be as detailed and complete as possible to facilitate the formation of a contract based on the RFB response(s) that are pursued should the City decide to do so. Completion of this RFB form and its associated Appendices are a requirement. Failure to do so may disqualify your RFB response submittal. Vendors must submit signed, RFB responses by the due date and time as specified herein. Vendors will be considered non-responsive if the above requirements are not submitted as requested. If only one RFB response is received, the City reserves the right to discard the response and rebid the RFB. Any scope of work, contingencies, special instruction and/or terms and conditions applicable to this RFB and any purchase order derived thereafter shall be effective as of the issue date of a purchase order for the requested work (the "Effective Date"), and shall remain in full force and effect until sixty (60) days after the City has accepted the work in writing and has made final payment, unless sooner terminated by written agreement signed by both parties. 1.5 QUESTIONS AND CLARIFICATIONS All questions or clarification requests must be submitted directly through the bid system by the due date and time indicated in the above Schedule of Events. Answers and/or clarifications will be provided in the form of an Addendum and will be posted for download from the City's bid system in accordance with the above "Schedule of Events". From the issuance date of this Request for Bid until a Vendor is awarded, Vendors are not permitted to communicate with any City staff or officials regarding this procurement, other than during interviews, demonstrations, and/or site visits, except at the direction of Ruth Cain, CPPB, Procurement Manager, or Cheryl Combs, Procurement Technician, the designated representatives of the City of Rancho Cucamonga. 1.6 DISPOSITION OF MATERIAL AND CONFIDENTIAL OR PROPRIETARY INFORMATION All materials submitted in response to this RFB will become the property of the City and will be returned only at the City's option and at the expense of the Vendor submitting the RFB response. A copy of the RFB response will be retained for official files and become a public record. Any material that a Vendor considers as confidential but does not meet the disclosure exemption requirements of the California Public Records Act may be made available to the public, regardless of a notation or markings of confidentiality or otherwise. Page 4 of 15 Page 570 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis 1.7 BRAND NAMES Any reference to brand names and/or numbers in the solicitation is intended to be descriptive, but not restrictive, unless otherwise specified. RFB responses offering equivalent items meeting the standards of quality specified may be considered, unless other specified, providing the RFB response clearly describes the article offered and how it differs from the referenced brand. Unless a Vendor specifies otherwise, it is understood that the Vendor is offering a referenced brand item as specified in the solicitation. The City reserves the right to determine whether a substitute offer is equivalent to and meets the standards of quality indicated by the brand name references, and the City may require the supply of additional descriptive material and a sample. 1.8 KNOWLEDGE OF REQUIREMENTS The vendor shall carefully review all documents referenced and made a part of the solicitation document to ensure that all information required to properly respond has been submitted or made available and all requirements are priced in the RFB response. Failure to examine any documents, drawings, specifications, or instructions will be at the Vendor's sole risk. Vendors shall be responsible for knowledge of all items and conditions contained in their RFB responses and in this RFB, including any City issued clarifications, modifications, amendments, or addenda. The City will provide notice of any changes and clarifications to perspective Vendors by way of addenda to the City website; however, it is the Vendor's responsibility to ascertain that the RFB response includes all addenda issued prior to the RFB Due Date. 1.9 RESERVATION OF RIGHTS The issuance of this RFB does not constitute an agreement by the City that any contract will be entered by the City. The City expressly reserves the right at any time to: • Waive or correct any defect or informality in any response, RFB, or RFB procedure. • Reject any or all RFBs. • Reissue a Request for Bids. • Prior to submission deadline for RFBs, modify all or any portion of the selection procedures, including deadlines for accepting responses, the specifications or requirements for any materials, equipment or services to be provided under this RFB, or the requirements for contents or format of the RFBs. • The City recognizes that price is only one of several criteria to be used in judging a product or service, and the City is not legally bound to accept the lowest RFB response. • The City reserves the right to conduct pre -award discussions and/or pre -Contract negotiations with any or all responsive and responsible Vendors who submit RFB responses. Page 5 of 15 Page 571 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis • Procure any materials, equipment or services specified in this RFB by any other means. • Determine that no project will be pursued. • The City reserves the right to inspect the Vendor's place of business prior to award or at any time during the contract term or any extension thereof, to determine the Vendor's capabilities and qualifications. 1.10 BUSINESS LICENSE A selected Vendor awarded a contract shall be required to obtain a Rancho Cucamonga Business License no later than five (5) business days from notification of award prior to being issued a Purchase Order. A selected Vendor must possess and maintain all appropriate licenses/certifications necessary in the performance of duties required under this RFB and will provide copies of licenses/certifications immediately upon request throughout the term of the Contract. Vendors shall be responsible for knowledge of all items and conditions contained in their RFB responses and in this RFB, including any City issued clarifications, modifications, amendments, or addenda. The City will provide notice of any changes and clarifications to prospective Vendors by way of addenda to the City Planet Bids; however, it is the Vendor's responsibility to ascertain that the RFB includes all addenda issued prior to the RFB due date. 1.1. PREVAILING WAGES Where labor is required for a public work as a part of any requirement covered by this RFB, pursuant to the provisions of the Labor Code of the State of California and/or the federal Davis -Bacon Act, a selected Vendors) shall pay no less than those minimum wages unless an exemption applies. Please note that much of the work procured through this RFB involves improvements to single-family homes. Accordingly, in certain cases an exemption from the prevailing wage requirement may apply to the scope of work. (See Cal. Labor Code § 1720(c)(1), (5); 42 USC § 5310(a). However, the City makes no representations in this RFB that such an exemption will apply or that prevailing wages will not be required for a scope of work covered by this RFB. 1.11 CALIFORNIA'S PUBLIC RECORDS ACT The City of Rancho Cucamonga complies with the California Public Records Act, Government Code Section 6250 et seq. Public records are open to inspection always during the office hours of the state or local agency and every person has a right to inspect any public record, except as hereafter provided. Any reasonably segregable portion of a record shall be available for inspection by any person requesting the record after deletion of the portions that are exempted by law. Neither an RFB in its entirety, nor proposed prices shall be considered confidential and proprietary. Notwithstanding the foregoing, companies are hereby notified that all materials submitted in response to this Page 6 of 15 Page 572 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis RFB are subject to California's Public Records Act. The City 's receipt, review, evaluation or any other act or omission concerning any such information shall not create an acceptance by the City or any obligation or duty to prevent the disclosure of any such information except as required by Government Code Section 6253. Companies who submit information they believe should be exempt from disclosure under the Public Records Act shall clearly mark each document as confidential, proprietary or exempt, and state the legal basis for the exemption with supporting citations to the California Code. Pursuant to California Law, if the information is requested under the Public Records Act, the City shall make a final determination if any exemption exists for the City to deny the request and prevent disclosure. The City will withhold such information from public disclosure under the Public Records Act only if the City determines, in its sole discretion, that there is a legal basis to do so. 2. RFB RESPONSE SUBMISSION REQUIREMENTS The following must be received no later than the due date and time specified in the Schedule of Events. RFB responses and associated documents must be submitted electronically through the bid system. The Vendor is solely responsible for ensuring that the full RFB response is received by the City in accordance with the solicitation requirements, prior to the date and time specified in the solicitation. 2.1 Exhibits A through F The following named Exhibits A through F are a requirement and must be complete and signed where required. Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A — F. Failure to comply with this instruction will deem your RFB submittal as non-responsive. 2.1.1 NON -DISCLOSURE CONFLICT OF INTEREST Specify any possible conflicts of interest with your current clients or staff members and the City. A signed "Exhibit A, Conflict of Interest and Non -Disclosure Agreement," included herein must be submitted under the Planet Bid Response Types, Exhibits A — F. 2.1.2 SPECIFICATIONS Vendor shall review and complete "Exhibit B, Standard Specification Form". Vendors must indicate compliance with specifications by a check mark or initials in the "MEETS", "EXCEEDS", "NO" or "N/A". Indicating "MEETS" to a specification will mean full compliance; indicating "NO" will mean an exception is being taken. All exceptions must be fully explained on a separate page titled "EXCEPTIONS", giving reference to the page and specification where the exception is being taken. Failure to comply with this requirement will result in the response being rejected. Page 7 of 15 Page 573 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis 2.1.3 ADDENDUM ACKNOWLEDGEMENT The Vendor shall hereby acknowledge they have received all posted Addendums, if any. The Vendor understands failure to acknowledge any addenda issued may cause the response to be considered non- responsive. It is the Vendor's responsibility to log into the Bid System to identify, download and review the number of addenda that have been posted. Addenda issued in correspondence to this RFB shall be considered a part of this RFB and shall become part of any final Contract that may be derived from this RFB. Vendors must indicate their acknowledgement of any Addendums by way of signature on "Exhibit C, Addendum Acknowledgement Form", and must be submitted under the Planet Bid Response Types, Exhibits A — F. 2.1.4 PARTICIPATION CLAUSE It is hereby understood that other governmental entities, such as cities, counties, and special school districts may utilize this RFB response at their option for equipment or services at the RFB response price. Said entities shall have the option to participate in any award made because of this solicitation. Any such piggy -back awards will be made independently by each agency, and the City is not an agent, partner or representative of these agencies and is not obligated or liable for any action of debts that may arise out of such independently negotiated piggy -back procurement. Each public agency shall accept sole responsibility of its own order placement and payments to the Vendor. A signed "Exhibit D, Participation Clause'; must be submitted under the Planet Bid Response Types, Exhibits A — F. 2.1.5 DEBARMENT AND SUSPENSION Bidding Vendors must verify by way of signature to "Exhibit E, Vendor Certification Form" that they are not listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the guidelines under 2 CFR 200 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), and that neither Vendor nor any of its proposed subcontractors are tax delinquent with the State of California. The signed exhibit must be submitted under the Planet Bid Response Types, Exhibits A — F. 2.1.6 SIGNATURE OF AUTHORITY Completion of this RFB form and its associated Exhibits are a requirement. Failure to do so may disqualify your RFB response submittal. Vendors must submit responses by the due date and time as specified herein. Vendors will be considered non-responsive if the above requirements are not submitted as requested. If only one RFB response is received, the City reserves the right to return the RFB to the Vendor. An "Exhibit F, Signature of Authority", must be submitted under the Planet Bid Response Types, Exhibits A — F. Page 8 of 15 Page 574 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis "EXHIBIT A, CITY OF RANCHO CUCAMONGA CONFLICT OF INTEREST/NON-DISCLOSURE STATEMENT" It is the policy of the City of Rancho Cucamonga to prevent personal or organizational conflict of interest, or the appearance of such conflict of interest, in the award and administration of City Contracts, including, but not limited to Contracts for Professional Services Agreements ("PSA") with potential Vendors. I do not have specific knowledge of confidential information regarding RFB responses received in response to the Request for Bid RFB #20/21-101 for Concrete Material On An As Needed Basis. I agree not to disclose or otherwise divulge any information pertaining to the contents, status, or ranking of any RFB response to anyone. I understand the terms and "disclose or otherwise divulge" to include, but are not limited to, verbal conversations, written correspondence, reproduction of any part or any portion of any RFB response, or removal of same from designated areas. I, the undersigned, hereby certify that the following statements are true and correct and that I understand and agree to be bound by commitments contained herein. (Print Name) (Relationship to the City) (Relationship to the Consultant) (Signature) (Date) Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A — F. Page 9 of 15 Page 575 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis "EXHIBIT B, SPECIFICATIONS WORKSHEET, The City reserves the right, at its sole discretion, unless otherwise stated, to accept or reject all or any bids, or any part thereof, either separately or as a whole, or to waive any informality and to split or make the award in any manner determined by the City to be in the best interest of the City. IMPORTANT. PLEASE NOTE: Vendors must indicate compliance with specifications by check mark or initials in the "MEETS", "EXCEEDS", "NO" or "N/A". Indicating "MEETS" to a specification will mean full compliance; indicating "NO" will mean an exception is being taken. All exceptions must be fully explained on a separate page titled "EXCEPTIONS", giving reference to the page and specification where the exception is being taken. Failure to comply with this requirement will result in the proposal being rejected. SPECIFICATIONS MEETS EXCEEDS N/A NO COMMENTS Material shall be on-site between the hours of 7:00 am - 4:00 pm Monday through Friday within a 24-hour period of material being ordered. The construction materials shall be in accordance with the "Green Book" Standard Specifications for Public Works Construction 2018 edition. Construction Materials shall conform to Section 200 — Rock Materials and Sections 201 — Concrete, Mortar, and Related Materials. The vendor shall assign a supervisor to be available each working day, during regular working hours and available by office and/or cellular telephone during normal working hours, for the duration of the contract. All vendor employees shall wear the appropriate work attire and personal protective equipment i.e. shirts, pants, boots, safety vest, safety glasses, ear plugs, work gloves and any related PPE. Page 10 of 15 Page 576 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis Spillage resulting from hauling operation along or across any public travel way shall be removed promptly. Pricing valid through June 30, 2021 Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A — F. Page 11 of 15 Page 577 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis "EXHIBIT C, ADDENDUM ACKNOWLEDGEMENT" The Vendor hereby acknowledges the following Addenda Number(s) to this RFB have been received, if any. Vendor understands failure to acknowledge any addenda issued may cause the RFB response to be considered non-responsive. It is the Vendor's responsibility to log into the Bid system to identify and download the number of addenda that have been posted. Signature Printed Name Title Date Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A — F. Page 12 of 15 Page 578 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis "EXHIBIT D, PARTICIPATION CLAUSE" It is hereby understood that other government entities, such as cities, counties, and special/school districts may utilize this RFB response at their option for equipment or services at the RFB response price for a period of days. Said entities shall have the option to participate in any award made because of this solicitation. Any such piggy -back awards will be made independently by each agency, and the City of Rancho Cucamonga is not an agent, partner or representative of these agencies and is not obligated or liable for any action of debts that may arise out of such independently negotiated piggy -back procurement. Each public agency shall accept sole responsibility of its own order placement and payments of the Vendor. Successful Vendor will extend prices as proposed herein to other governmental agencies, please specify. YES NO Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A — F. Page 13 of 15 Page 579 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis "EXHIBIT E, DEBARMENT and SUSPENSION CERTIFICATION FORM" I certify that neither (Vendor) nor any of its proposed subcontractors are not currently listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the guidelines under 2 CFR 200 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), and that neither Vendor nor any of its proposed subcontractors are tax delinquent with the State of California. I acknowledge that if Vendors or any of its subcontractors subsequently are placed under suspension or debarment by a local, state or federal government entity, or if Vendors or any of its subcontractors subsequently become delinquent in California taxes, our Bid will be disqualified. Signature Printed Name Title Date Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A — F. Page 14 of 15 Page 580 Request for Bids ("RFB") #20/21-101 For Concrete Material On An As Needed Basis "EXHIBIT F, SIGNATURE OF AUTHORITY" The undersigned firm declares that he has carefully examined the specifications and read the above terms and conditions, and hereby proposes and agrees, if this RFB response is accepted, to furnish all material in accordance with the specifications and instructions, in the time and manner therein prescribed for the unit cost amounts set forth in the following RFB response. THE VENDORS IN SUBMITTING THIS RFB RESPONSE MUST FILL IN THE FOLLOWING INFORMATION. FAILURE TO DO SO MAY DEEM YOUR RFB RESPONSE AS NON-RESPONSIVE. Company Name: Address: (Street, City, State, Zip) Telephone #: Fax #: E-mail address: Web Address: Authorized Representative: (print) Title: Signature: Date: Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A — F. Page 15 of 15 Page 581 Pe nest for Bids ("UB") #2p/21-101 For Concrete Meterial On An As Needed Basis "EXHIBIT B, SPECIEICA T IONS WORKSHEET, The City reserves the right, at its sole discretion, unless otherwise stated, to accept or reject all or any bids, or any part thereof, either separately or as a whole, or to waive any informality and to split or make the award in any manner determined by the Cite to be in the best interest of the City. IMPORTANT, PLEASE NOTE, - Vendors must indicate compliance with specifications by check mark or initials in the "MEETS„ "EXCEEDS" "NO" or "N/A". Indicating "MEETS" to a specification will mean full compliance; indicating "NO" will mean an exception is being taken. All exceptions must be fully explained on a separate page titled "EXCEPTIONS", giving reference to the page and specification where the exception is being taken. Failure to comply with this requirement will result in the proposal being rejected. SPEC?I%ICATIONS :MEETS. EXC EI)S NTIA . NO CO NTS Material shall be on-site between the hours of 7:00 am - 4:00 pm Monday through Friday within a 24-hour period of material being ordered. The construction materials shall be in accordance with the "Green Book" Standard Specifications for Public X Works Construction 2018 edition. Construction Materials shall conform to Section 200 — Rock Materials and X Sections 201 — Concrete, Mortar, and Related Materials. The vendor shall assign a supervisor to be available each working day, during regular working hours and available by X office and/or cellular telephone during normal working hours, for the duration of the contract. All vendor employees shall wear the appropriate work attire and personal protective equipment i.e. shirts, pants, boots, safety vest, safety glasses, ear X plugs, work gloves and any related PPE. Page 10 of 15 Page 582 Request for Bids ("RFB") x`20!21-101 For Concrete Material On An As Needed Basis Spillage resulting from hauling operation along or across any public X ! ! travel way shall be removed promptly. Pricing valid through June 30, 2021 Exhibits are not to be included in your bid response. All referenced Exhibits must be submitted in Planet Bids system under the Response Types, Exhibits A -- F. Page 11 of 15 Page 583 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Lori Sassoon, Deputy City Manager/Administrative Services Robert Neiuber, Human Resources Director SUBJECT: CONSIDERATION TO ADOPT A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE SALARY SCHEDULES FOR FISCAL YEAR 2020-21, INCLUDING A PART- TIME EMPLOYEE BENEFIT SUMMARY. RECOMMENDATION: Staff recommends that the City Council of the City of Rancho Cucamonga adopt the attached resolution approving the Fiscal Year 2020-21 salary schedules for job classifications employed by the City, including a part-time employee benefit summary. BACKGROUND: The City Council traditionally adopts salary resolutions biannually for those classifications employed by the City of Rancho Cucamonga. These resolutions are updated to reflect changes in salaries, additions and deletions of classifications, changes in job titles and other terms of employment. Updates to the salary schedules include terms negotiated and agreed upon in the current Memorandum of Understanding (MOU). ANALYSIS: The attached resolution adopts changes previously approved in the MOUs for Teamsters Local 1932 (Teamsters) and Executive Management Group. The updated Teamsters salary schedule includes a 1.5% cost of living adjustment effective July 6, 2020. The updated Executive Management salary schedule includes a 2% cost of living adjustment effective July 6, 2020 and equity adjustments for three positions in accordance with the MOU. These equity adjustments help address disparity in pay between positions within the group. As part of this MOU, Tier 3 Executive Management employees contribute 7% of the CalPERS member contribution effective June 30, 2020. This eliminates EPMC for these employees. Tier 1 and Tier 2 Executive Management employees contribute 7% of the CalPERS member contribution effective June 30, 2020 and pick-up an additional 1 % of the CalPERS member contribution effective the first full pay period in July 2021. This will ultimately eliminate EPMC for all employees in this group as part of the City's effort, working with employees, to effectively manage pension costs. Page 584 The updated Rancho Cucamonga City Employee Association (RCCEA) salary schedule reflects the addition of two job classifications from this year's recommended budget. The two job classifications include Customer Service Representative at the same salary range as Business License Clerk, and Senior Business License Clerk with a 10% differential from the Business License Clerk salary range. In addition, the attached resolution covers the State and Federally required benefits afforded to part- time employees and outlines specific benefits for work -life balance designated part-time employees. Staff recommends that the City Council approve the resolution updating the Fiscal Year 2020-21 salary schedules for job classifications employed by the City, including a part-time employee benefit summary. FISCAL IMPACT: The various changes to the salary schedules and their fiscal impacts are already incorporated into the draft FY 2020-21 budget. COUNCIL GOAL(S) ADDRESSED: This action supports the City's vision for the community by ensuring that employees are appropriately compensated, while supporting fiscal sustainability. ATTACHMENTS: Description Attachment 1 - Resolution Attachment 2 - Executive Management Group Salary Schedule Attachment 3 - Teamsters Local 1932 Salary Schedule Attachment 4 - Rancho Cucamonga Employee Association Salary Schedule Attachment 5 - Part Time Employee Salary Schedule Attachment 6 - Part Time Employee Benefit Summary Page 585 RESOLUTION NO. 20- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, APPROVING THE SALARY SCHEDULES FOR FISCAL YEAR 2020-21, INCLUDING A PART-TIME EMPLOYEE BENEFIT SUMMARY. WHEREAS, the City Council of the City of Rancho Cucamonga has determined that it is necessary for the efficient operation and management of the City that policies be established prescribing salary ranges, benefits and holidays and other policies for employees of the City of Rancho Cucamonga; and WHEREAS, the City Council of the City of Rancho Cucamonga has previously adopted salary resolutions establishing salary ranges, benefits and other terms of employment for employees of the City of Rancho Cucamonga; and WHEREAS, the City Council of the City of Rancho Cucamonga recognizes that it is necessary from time to time to amend the salary resolution to accommodate changes in position titles, classifications salary ranges, benefits and other terms of employment including an outline of State and Federally required benefits afforded to part-time employees; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Rancho Cucamonga, California to approve the attached salary schedules for the Executive Management Group, Teamsters Local 1932, Rancho Cucamonga City Employees Association, and Part -Time City positions, including a Part -Time Employee Benefit Summary (Attachments 2-6) effective July 1, 2020. PASSED, APPROVED, AND ADOPTED this 17h day of June 2020. Page 586 Resolution No. EXECUTIVE MANAGEMENT GROUP ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges effective July 6, 2020 Minimum Control Point Maximum Class Title Step Amount Ste .%mount Step Amount Animal Services Director 1604 $9,478 1644 $11,570 1674 $13,427 Assistant City Manager 1672 $13,305 1712 $17,282 1742 $18,863 Building and Safety Services Director 1609 $9,71 1649 311,863 1679 $13,777 City Clerk Services Director 1594 $9,01 1632 310,897 1675 $13,505 City Manager 1756 $20,22(; 1796 $24,693 1826 $28,678 Community Services Director 1627 $10,629 1667 $12,977 1697 $15,070 Deputy City Manager/Administrative Services 1647 $11,744 1687 $14,338 1717 $16,652 Deputy City Manager/Civic & Cultural Services 1647 $11,744 1687 $14,338 1717 $16,652 Deputy City Manager/ Econ. & Comm. Dev. 1647 $11,744 1687 $14,338 1717 $16,652 Eng Svs Director/City Engineer 1628 $10,682 1668 $13,041 1698 $15,145 Finance Director 1629 $10,736 1669 $13,106 1699 $15,222 Human Resources Director 1621 $10,316 1661 $12,593 1691 $14,627 Innovation and Technology Director 1637 $11,174 1677 $13,640 1697 $15,070 Library Director 1615 $10,012 1655 $12,222 1685 $14,195 Planning Director 1621 $10,316 1661 $12,593 1691 $14,627 Public Works Services Director 1609 $9,716 1649 $11,863 1679 $13,777 Fire Chief* A $14,920 G $19,042 * Included for informational purposes only - This is a Fire District Management Employee Group position not a City position Executive Management July 6, 2020 Page 587 Resolution No. PUBLIC WORKS MAINTENANCE EMPLOYEES Represented By THE TEAMSTERS LOCAL 1932 ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 6, 2020 Minimum Control Point Maximum Class Title Step Amount Step Amount Step Amount Electrician 5457 $4,690 5497 $5,726 5517 $6,328 Equipment Operator 5425 $3,999 5465 $4,882 5485 $5,394 Inventory Specialist Equipment/Mat 5389 $3,342 5429 $4,079 5449 $4,507 Lead Maintenance Worker 5429 $4,079 5469 $4,980 5489 $5,502 Lead Mechanic 5440 $4,310 5480 $5,260 5500 $5,812 Maintenance Coordinator 5452 $4,575 5492 $5,584 5512 $6,171 Maintenance Worker 5391 $3,375 5431 $4,119 5451 $4,550 Mechanic 5430 $4,100 5470 $5,005 5490 $5,530 Senior Maintenance Worker 5401 $3,546 5441 $4,330 5461 $4,785 Signal & Lighting Coordinator 5479 $5,235 5519 $6,390 5539 $7,061 Signal & Lighting Technician 5452 $4,575 5492 $5,584 5512 $6,171 Teamsters Local 1932 July 6, 2020 Page 588 Resolution No. RCCEA COVERED EMPLOYEES IN THE MID MANAGER, SUPERVISORY/PROFESSIONAL AND GENERAL EMPLOYEES GROUPS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 1, 2020 Minimum Control Point Maximum Class Title Step Amount Step Amount Step Amount Account Clerk 4375 $3,055 4415 $3,730 4435 $4,121 Account Technician 4423 $3,881 4463 $4,737 4483 $5,235 Accountant# 3465 $4,786 3505 $5,842 3525 $6,454 Accounting Manager* 2525 $6,454 2565 $7,878 2585 $8,705 Accounts Payable Supervisor# 3470 $4,906 3510 $5,989 3530 $6,618 Administrative Assistant 4349 $2,684 4409 $3,619 4429 $3,999 Administrative Technician 4437 $4,163 4477 $5,081 4497 $5,613 Animal Behavior Specialist 4388 $3,259 4428 $3,979 4448 $4,397 Animal Care Attendant 4349 $2,684 4389 $3,276 4409 $3,619 Animal Care Supervisor# 3416 $3,747 3456 $4,576 3476 $5,054 Animal Caretaker 4378 $3,102 4418 $3,785 4438 $4,182 Animal Center Manager* 2506 $5,872 2546 $7,168 2566 $7,918 Animal License Canvasser 4349 $2,684 4389 $3,276 4409 $3,619 Animal Rescue Specialist 4388 $3,259 4428 $3,979 4448 $4,397 Animal Services Dispatcher 4369 $2,965 4409 $3,619 4429 $3,999 Animal Services Officer 1 4421 $3,843 4461 $4,691 4481 $5,183 Animal Services Officer 11 4441 $4,245 4481 $5,183 4501 $5,727 Artistic Producer - Mainstreet Theatre 4450 $4,441 4490 $5,421 4510 $5,989 Assistant Engineer# 3488 $5,366 3528 $6,551 3548 $7,239 Assistant Planner# 3468 $4,858 3508 $5,930 3528 $6,551 Assistant to the City Manager* 2548 $7,239 2588 $8,836 2608 $9,763 Associate Engineer# 3518 $6,233 3558 $7,608 3578 $8,407 Associate Planner# 3487 $5,340 3527 $6,520 3547 $7,203 Box Office Coordinator 4450 $4,441 4490 $5,421 4510 $5,989 Budget Analyst# 3515 $6,140 3555 $7,495 3575 $8,281 Building Inspection Su ervisor#2 3504 $5,812 3544 $7,096 3564 $7,840 Building Inspector 12 4444 $4,308 4484 $5,260 4504 $5,812 Building Inspector 112 4464 $4,761 4504 $5,812 4524 $6,422 Building and Safety Manager* 2533 $6,718 2573 $8,199 2593 $9,060 Business License Clerk 4378 $3,102 4418 $3,785 4438 $4,182 Business License Inspector 4418 $3,785 4458 $4,621 4478 $5,106 Business License Program Coordinator# 3432 $4,060 3472 $4,954 3492 $5,474 Business License Program Supervisor# 3470 $4,906 3510 $5,989 3530 $6,618 Business License Technician 4408 $3,602 4448 $4,397 4468 $4,858 Rancho Cucamonga City Employee Association July 1, 2020 Page 589 Resolution No. RCCEA COVERED EMPLOYEES IN THE MID MANAGER, SUPERVISORY/PROFESSIONAL AND GENERAL EMPLOYEES GROUPS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 1, 2020 Minimum Control Point Maximum City Clerk Records Management Analyst# 3470 $4,906 3510 $5,989 3530 $6,618 City Planner/Planning Manager* 2583 $8,619 2623 $10,520 2643 $11,625 Community Affairs Coordinator 4450 $4,441 4490 $5,421 4510 $5,989 Community Affairs Manager* 2565 $7,878 2605 $9,619 2625 $10,626 Community Affairs Officer# 3515 $6,140 3555 $7,495 3575 $8,281 Community Affairs Senior Coordinator# 3480 $5,156 3520 $6,296 3540 $6,956 Community Affairs Specialist 4350 $2,696 4390 $3,292 4410 $3,637 Community Affairs Technician 4437 $47163 4477 $5,081 4497 $5,613 Community Improvement Manager* 2533 $6,718 2573 $8,199 2593 $9,060 Community Improvement Officer 1 4421 $37843 4461 $4,691 4481 $5,183 Community Improvement Officer II 4441 $4,245 4481 $5,183 4501 $5,727 Community Programs Coordinator 4450 $47441 4490 $5,421 4510 $5,989 Community Programs Specialist 4437 $4,163 4477 $5,081 4497 $5,613 Community Services Coordinator 4450 $47441 4490 $5,421 4510 $5,989 Community Services Manager* 2506 $5,872 2546 $7,168 2566 $7,918 Community Services Project Coordinator# 3500 $57698 3540 $6,956 3560 $7,684 Community Services Specialist 4350 $2,696 4390 $3,292 4410 $3,637 Community Services Superintendent* 2536 $6,819 2576 $8,323 2596 $9,196 Community Services Supervisor# 3480 $5,156 3520 $6,296 3540 $6,956 Community Services Technician 4437 $4,163 4477 $5,081 4497 $5,613 Community Theater Producer 4450 $4,441 4490 $5,421 4510 $5,989 Cultural Center Manager* 2536 $6,819 2576 $8,323 2596 $9,196 Customer Service Representative 4378 $3,102 4418 $3,785 4438 $4,182 Deputy City Clerk# 3430 $4,019 3470 $4,906 3490 $5,421 Deputy Director of City Clerk Services* 2535 $6,785 2575 $8,281 2595 $9,150 Deputy Director of Community Services* 2590 $8,925 2630 $10,895 2650 $12,039 Deputy Dir. of Engineering/A. City Engineer* 2590 $8,925 2630 $10,895 2650 $12,039 Deputy Dir. of Engineering/Utilities & Enviro.* 2584 $8,662 2624 $10,574 2644 $11,684 Deputy Director of Human Resources* 2590 $8,925 2630 $10,895 2650 $12,039 Deputy Dir. of Innovation and Technology* 2558 $7,608 2598 $9,287 2618 $10,263 Deputy Director of Library Services* 2572 $8,158 2612 $9,959 2632 $11,004 Deputy Director of Public Works* 2590 $8,925 2630 $10,895 2650 $12,039 Engineering Aide 4421 $3,843 4461 $4,691 4481 $5,183 Engineering Technician 4441 $4,245 4481 $5,183 4501 $5,727 Environmental Programs Coordinator# 3503 $5,783 3543 $7,061 3563 $7,801 Rancho Cucamonga City Employee Association July 1, 2020 Page 590 Resolution No. RCCEA COVERED EMPLOYEES IN THE MID MANAGER, SUPERVISORY/PROFESSIONAL AND GENERAL EMPLOYEES GROUPS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 1, 2020 Minimum Control Point Maximum Environmental Programs Inspector 2 4464 $4,761 4504 $5,812 4524 $6,422 Environmental Programs Manager* 2539 $6,922 2579 $8,449 2599 $9,335 Event & Rental Services Coordinator 4450 $4,441 4490 $5,421 4510 $5,989 Executive Assistant 11# 3444 $4,308 3484 $5,260 3504 $5,812 Executive Assistant' 4394 $3,359 4464 $4,761 4484 $5,260 Facilities Superintendent* 2536 $6,819 2576 $8,323 2596 $9,196 Finance Manager* 2559 $7,646 2599 $9,335 2619 $10,315 Fleet Supervisor#2 3488 $5,366 3528 $6,551 3548 $7,239 Front of House Coordinator 4450 $4,441 4490 $5,421 4510 $5,989 Fund Development Coordinator# 3470 $4,906 3510 $5,989 3530 $6,618 GIS Analyst# 3505 $5,842 3545 $7,132 3565 $7,878 GIS Specialist 4456 $4,576 4496 $5,585 4516 $6,171 GIS Supervisor# 3535 $6,785 3575 $8,281 3595 $9,150 GIS Technician 4436 $4,140 4476 $5,054 4496 $5,585 Human Resources Clerk 4389 $3,276 4429 $3,999 4449 $4,418 Human Resources Technician 4399 $3,443 4439 $4,202 4459 $4,645 Information Technology Analyst 1# 3505 $5,842 3545 $7,132 3565 $7,878 Information Technology Analyst II# 3520 $6,296 3560 $7,684 3580 $8,489 Information Technology Specialist 1 4456 $4,576 4496 $5,585 4516 $6,171 Information Technology Specialist II 4471 $4,931 4511 $6,019 4531 $6,650 Information Technology Technician 4411 $3,655 4451 $4,461 4471 $4,931 Librarian 1# 3435 $4,121 3475 $5,031 3495 $5,558 Librarian 11# 3457 $4,598 3497 $5,613 3517 $6,203 Library Assistant 1# 3373 $3,023 3413 $3,691 3433 $4,079 Library Assistant 11# 3414 $3,711 3454 $4,530 3474 $5,005 Library Clerk 4356 $2,778 4396 $3,392 4416 $3,747 Library Page 4314 $2,255 4314 $2,255 4314 $2,255 Library Page II 4314 $2,255 4333 $2,478 4353 $2,737 Library Services Manager* 2506 $5,872 2546 $7,168 2566 $7,918 Library Technician 4393 $3,341 4433 $4,079 4453 $4,507 Maintenance Supervisor#2 3488 $5,366 3528 $6,551 3548 $7,239 Management Aide 4440 $4,225 4480 $5,156 4500 $5,698 Management Analyst 1# 3470 $4,906 3510 $5,989 3530 $6,618 Management Analyst 11# 3498 $5,641 3538 $6,888 3558 $7,608 Management Analyst III# 3515 $6,140 3555 $7,495 3575 1 $8,281 Rancho Cucamonga City Employee Association July 1, 2020 Page 591 Resolution No. RCCEA COVERED EMPLOYEES IN THE MID MANAGER, SUPERVISORY/PROFESSIONAL AND GENERAL EMPLOYEES GROUPS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 1, 2020 Minimum Control Point Maximum Office Services Clerk 4369 $2,965 4409 $3,619 4429 $3,999 Park/Landscape Maintenance Su t*2 2536 $6,819 2576 $8,323 2596 $9,196 Patron & Events Supervisor# 3480 $5,156 3520 $6,296 3540 $6,956 Payroll Supervisor# 3470 $4,906 3510 $5,989 3530 $6,618 Plan Check & Inspection Manager* 2533 $6,718 2573 $8,199 2595 $9,150 Planning Specialist 4443 $4,287 4483 $5,235 4503 $5,783 Planning Technician 4423 $3,881 4463 $4,737 4483 $5,235 Plans Examiner 1 4474 $5,005 4514 $6,110 4534 $6,751 Plans Examiner 11# 3488 $5,366 3528 $6,551 3548 $7,239 Principal Accountant* 2532 $6,684 2572 $8,158 2592 $9,014 Principal Engineer* 2567 $7,958 2607 $9,713 2627 $10,732 Principal Librarian* 2495 $5,558 2535 $6,785 2555 $7,495 Principal Management Analyst* 2543 $7,061 2583 $8,619 2603 $9,523 Principal Planner* 2537 $6,853 2577 $8,365 2597 $9,241 Procurement & Contracts Analyst# 3433 $4,079 3473 $4,980 3493 $5,503 Procurement Clerk 4374 $3,040 4414 $3,711 4434 $4,100 Procurement Manager* 2530 $6,618 2570 $8,078 2590 $8,925 Procurement Technician 4411 $3,655 4451 $4,461 4471 $4,931 Public Services Technician 1 4413 $3,691 4453 $4,507 4473 $4,980 Public Services Technician II 4423 $3,881 4463 $4,737 4483 $5,235 Public Services Technician 111 4443 $4,287 4483 $5,235 4503 $5,783 Public Works Inspector 12 4444 $4,308 4484 $5,260 4504 $5,812 Public Works Inspector 112 4464 $4,761 4504 $5,812 4524 $6,422 Public Works Maintenance Manager* 2566 $7,918 2606 $9,666 2626 $10,679 Public Works Safety Coordinator #2 3468 $4,858 3508 $5,930 3528 $6,551 Records Clerk 4358 $2,806 4398 $3,426 4418 $3,785 Records Coordinator 4386 $3,226 4426 $3,940 4446 $4,352 Revenue Manager* 2532 $6,684 2572 $8,158 2592 $9,014 Risk Analyst# 3433 $4,079 3473 $4,980 3493 $5,503 Risk Management Coordinator# 3470 $4,906 3510 $5,989 3530 $6,618 Senior Account Clerk 4395 $3,375 4435 $4,121 4455 $4,552 Senior Account Technician 4446 $4,352 4486 $5,314 4506 $5,872 Senior Accountant# 3498 $5,641 3538 $6,888 3558 $7,608 Senior Animal Services Officer# 3461 $4,691 3501 $5,727 3521 $6,327 Senior Building Inspector#2 3484 $5,2603524 $6,422 3544 $7,096 Rancho Cucamonga City Employee Association July 1, 2020 Page 592 Resolution No. RCCEA COVERED EMPLOYEES IN THE MID MANAGER, SUPERVISORY/PROFESSIONAL AND GENERAL EMPLOYEES GROUPS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Monthly Pay Ranges Effective July 1, 2020 Minimum Control Point Maximum Senior Business License Clerk 4398 $3,426 4438 $4,182 4458 $4,621 Senior Civil Engineer* 2547 $7,203 2587 $8,792 2607 $9,713 Senior Community Improvement Officer# 3461 $4,691 3501 $5,727 3521 $6,327 Senior Electrician # 3485 $5,288 3525 $6,454 3545 $7,132 Senior Executive Assistant* 2460 $4,668 2500 $5,698 2520 $6,296 Senior GIS Analyst # 3520 $6,296 3560 $7,684 3580 $8,489 Senior Information Technology Analyst# 3535 $6,785 3575 $8,281 3595 $9,150 Senior Information Technology Specialist 4493 $5,503 4533 $6,718 4553 $7,422 Senior Librarian# 3468 $4,858 3508 $5,930 3528 $6,551 Senior Park Planner# 3500 $5,698 3540 $6,956 3560 $7,684 Senior Planner* 2517 $6,203 2557 $7,570 2577 $8,365 Senior Plans Examiner# 3503 $5,783 3543 $7,061 3563 $7,801 Senior Procurement Technician# 3463 $4,737 3503 $5,783 3523 $6,390 Senior Risk Management Analyst# 3515 $6,140 3555 $7,495 3575 $8,281 Senior Veterinary Technician# 3461 $4,691 3501 $5,727 3521 $6,327 Special Districts Analyst# 3498 $5,641 3538 $6,888 3558 $7,608 Street/Storm Drain Maintenance Supt*2 2536 $6,819 2576 $8,323 2596 $9,196 Supervising Public Works Ins ector#2 3494 $5,529 3534 $6,751 3554 $7,458 Theater Production Coordinator 4460 $4,668 4500 $5,698 4520 $6,296 Theater Production Supervisor# 3480 $5,156 3520 $6,296 3540 $6,956 Theatre Technician III 4423 $3,881 4463 $4,737 4483 $5,235 Traffic Engineer* 2569 $8,038 2609 $9,811 2629 $10,842 Utilities Operations Manager* 2524 $6,422 2564 $7,840 2584 $8,662 Utilities Operation Supervisor# 3515 $6,140 3555 $7,495 3575 $8,281 Veterinarian* 2579 $8,449 2619 $10,315 2639 $11,395 Veterinary Assistant 4407 $3,583 4447 $4,375 4467 $4,833 Veterinary Technician 4437 $4,163 4477 $5,081 4497 $5,613 When acting as Clerk to Commissions $50 paid per night or weekend day meeting. Compensatory time off 1. Refer to MOU for provision of boot # Denotes Supervisory/Professional Class * Denotes Management Class Rancho Cucamonga City Employee Association July 1, 2020 Page 593 Resolution No. PART-TIME CITY POSITIONS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Hourly Pay Ranges Effective July 1, 2020 Minimum Control Point Maximum Part Time Positions Step Amours. Step Amount Step Amount Account Clerk 6368 $15.87 6408 $19.37 6418 $20.36 Account Technician 6423 $20.88 6463 $25.49 6473 $26.79 Accountant 6465 $25.75 6505 $31.43 6515 $33.04 Administrative Assistant 6332 13.25 6372 $16.19 6402 $18.80 Administrative Intern 6328 $13.00 6360 $15.24 6370 $16.03 Animal Behavior S ecialist 6388 $17.54 6428 $21.41 6438 $22.50 Animal Care Attendant 6349 $14.43 6389 $17.62 6399 $18.52 Animal Caretaker 6378 $16.69 6418 20.38 6428 $21.42 Animal License Canvasser 6328 13.00 6328 $13.00 6328 $13.00 Animal Rescue S ecialist 6388 $17.54 6428 $21.41 6438 $22.50 Animal Services Dis atcher 6369 $15.95 6409 $19.47 6419 $20.46 Animal Services Officer 6441 $22.84 6481 $27.88 6491 $29.31 Assistant Engineer 6488 $28.88 6528 $35.25 6538 37.05 Assistant Planner 6468 126.13 6508 $31.90 6518 $33.54 Associate En ineer 6518 $33.53 6558 $40.94 6568 $43.03 Associate Planner 6487 $28.73 6527 35.07 6537 $36.86 Box Office Assistant 6328 $13.00 6330 $13.13 6340 $13.81 Box Office S ecialist 6328 $13.00 6351 $14.58 6361 $15.33 Budget Analyst 6498 $30.35 6538 $37.05 6548 $38.95 Buildina Inspector 6464 $25.61 6504 $31.27 6514 $32.87 Business License Clerk 6378 $16.69 6418 $20.38 6428 $21.42 Business License Technician 6408 $19.37 6448 23.65 6463 $25.49 Community Imixovement Officer 1 6421 $20.67 6461 $25.34 6471 26.53 Community Imixovement Officer 11 6441 $22.84 6481 $27.88 6491 $29.31 Community Pro rams Coordinator 6450 $23.89 6490 $29.16 6500 $30.66 Community Pro rams S ecialist 6437 22.39 6477 $27.33 6487 $28.73 Community Services Coordinator 6450 $23.89 6490 $29.16 6500 $30.66 Community Services S ecialist 6350 $14.51 6390 $17.71 6400 $18.62 Community Services Su ervisor 6480 $27.75 6520 $33.87 6530 $35.60 Community Services Technician 6437 $22.39 6477 $27.33 6487 $28.73 De artment Director 6562 42.17 6604 $51.50 6707 $86.92 De artment Manager 6525 $34.73 6566 42.60 6634 $59.81 Deputy City Clerk 6430 $21.62 6470 $26.40 6480 27.75 Division Su ervisor 6416 $20.16 6457 $24.74 6554 $40.13 Electrician 6457 $24.74 6497 $30.20 6507 $31.75 Energy Efficiency Coordinator 6372 16.19 6412 $19.77 6422 20.78 Engineering Aide 6421 $20.67 6461 25.24 6471 26.53 Engineering Intern 6328 13.00 6360 15.24 6370 16.03 Engineering Technician 6441 22.84 6481 27.88 6491 29.31 Environmental Resources Intern 6328 13.00 6328 13.00 6330 13.13 E ui ment Operator 6425 21.09 6465 25.75 6475 27.06 GIS Intern 6328 13.00 6360 15.24 6370 16.03 GIS Programmer/Analyst 6456 24.61 6496 30.05 6506 31.58 GIS Technician 6436 22.28 6476 27.20 6486 28.59 Health Cities Coordinator 6372 16.19 6412 19.77 6422 20.78 City Part -Time Hourly Pay Ranges July 1, 2020 Page 594 Resolution No. PART-TIME CITY POSITIONS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Hourly Pay Ranges Effective July 1, 2020 Minimum Control Point Maximum Part Time Positions Step Amours. Step Amount Step Amount Human Resources Clerk 6389 $17.62 6429 $21.51 6439 $22.61 Human Resources Technician 6399 $18.52 6439 $22.61 6449 $23.77 Lead Mechanic 6440 $22.73 6480 $27.75 6490 $29.16 Librarian 1 6433 121.95 6473 26.79 6483 $28.16 Library Aide 6328 $13.00 6328 $13.00 6328 $13.00 Library Assistant 1 6362 $15.41 6402 $18.81 6412 $19.77 Library Assistant II 6404 $18.99 6444 $23.20 6454 $24.37 Library Clerk 6346 $14.22 6386 $17.37 6396 $18.25 Library Director/SIF Trainer 6600 $50.48 6640 $61.63 6650 $64.78 Library Pae 6328 13.00 6328 13.00 6328 $13.00 Library Pacie II 6328 $13.00 6328 $13.00 6330 $13.13 Library Technician 6393 $17.98 6433 $21.95 6443 $23.07 Maintenance Technician 6328 $13.00 6328 $13.00 6330 $13.13 Management Aide 6440 $22.73 6480 27.75 6490 $29.16 Management Analyst 1 6470 26.40 6510 32.22 6520 $33.87 Management Analyst II 6498 $30.35 6538 $37.05 6548 $38.95 Mechanic 6430 $21.62 6470 $26.40 6480 $27.75 Meter Technician 6487 $28.73 6527 $35.07 6537 $36.86 Office Services Clerk 6369 $15.95 6409 $19.41 6419 $20.47 Office Specialist 1 6332 13.25 6372 $16.19 6382 17.02 Office S ecialist 11 6352 $14.65 6392 $17.89 6402 $18.80 Outreach Technician 6328 $13.00 6351 $14.58 6361 $15.33 Park Ranger 6352 $14.65 6392 $17.89 6402 $18.80 Planning Aide 6320 $13.00 6360 $15.24 6370 $16.03 Planning Manager 6583 $46.37 6623 $56.62 6633 $59.51 Plans Examiner 1 6474 $26.92 6514 $32.87 6534 36.32 Pla school Instructor 6325 $13.00 6351 $14.58 6361 15.33 Principal Engineer 6567 42.82 6607 $52.77 6617 54.95 Program Specialist 6328 $13.00 6351 $14.58 6361 $15.33 Public Services Technician 1 6413 $19.86 6453 $24.25 6463 $25.49 Public Services Technician II 6423 $20.88 6463 $25.49 6473 $26.79 Public Services Technician 111 6443 $23.07 6483 $28.16 6493 $29.60 Public Works Inspector 1 6444 $23.19 6484 $28.31 6494 $29.75 Public Works Inspector 11 6464 $25.62 6504 $31.27 6514 $32.87 Purchasing Clerk 6368 $15.87 6408 $19.37 6418 $20.37 Receptionist 6342 $13.94 6382 $17.02 6392 $17.89 Records Clerk 6344 $14.08 6384 $17.19 6394 $18.08 Records Coordinator 6372 $16.19 6412 $19.77 6422 $20.78 Recreation Attendant 6328 $13.00 6328 $13.00 6328 $13.00 Recreation Leader 1 6328 $13.00 6328 $13.00 6328 $13.00 Recreation Leader 11 6328 $13.00 6330 $13.13 6340 $13.81 Secretary 6394 $18.07 6434 22.06 6444 $23.18 Senior Accountant 6498 $30.35 6538 $37.05 6548 38.95 Senior Civil Engineer 6543 $37.99 6583 $46.37 6593 $48.75 City Part -Time Hourly Pay Ranges July 1, 2020 Page 595 Resolution No. PART-TIME CITY POSITIONS ASSIGNMENTS OF CLASSIFICATIONS TO PAY RANGES Hourly Pay Ranges Effective July 1, 2020 Minimum Control Point Maximum Part Time Positions Step Amours. Step Amount Step Amount Signal and Li hting Technician 6452 $24.12 6492 $29.46 6502 $30.96 S orts Official 6328 $13.00 6351 $14.58 6361 $15.33 Theatre Technician 1 6328 $13.00 6351 $14.58 6361 $15.33 Theatre Technician 11 6372 16.19 6412 19.77 1 6422 $20.78 Veterinarian 6579 45.46 6619 $55.50 6629 $58.33 Veterinary Assistant 6407 $19.27 6447 $23.52 6457 $24.74 Veterinary Technician 6437 $22.40 6477 $27.33 6487 $28.73 City Part -Time Hourly Pay Ranges July 1, 2020 Page 596 PART-TIME EMPLOYEE BENEFITS The following benefits are approved via resolution by the City Council of the City of Rancho Cucamonga effective the first full pay period in July 2020. All part-time employees are employed "at -will' and serve at the pleasure of the appointing authority. As such, their services can be discontinued without cause or right of appeal. Each Department determines the number of part-time employees required in order to meet their needs depending on their approved budget for part-time employees and the approval of the City Manager In general, part-time employees are only eligible for mandated State and Federal benefits except for specifically designated Work Life Balance Part-time employees as outlined below under the "Work -life Balance Section." Definition — PART-TIME EMPLOYEE: A person serving in a budgeted position of less than forty (40) hours per week, and typically less than 1,040 hours per year as further defined under City of Rancho Cucamonga Personnel Rules and Regulations Rule XIV (Part -Time, Seasonal and Temporary Employees). Part-time employees are at -will and may be terminated without cause or right of appeal. Retirement Benefits — The City either provides access to retirement benefits through the Accumulation Program for Part -Time Limited -service Employees (APPLE) or the California Public Employees Retirement System (Ca1PERS) as outlined below. APPLE — Part-time employees who work less than 1,000 hours in a fiscal year, are not a current Ca1PERS Member or who otherwise do not qualify for Ca1PERS retirement benefits under State law or Ca1PERS regulations must contribute 7.5% of base pay to APPLE — a required alternative retirement system. Ca1PERS — Part-time employees who work 1,000 hours or more in a fiscal year, are hired to work more than 20 hours per week on average, are current CAPERS Members or who otherwise would qualify for CAPERS retirement benefits under State law or CAPERS regulations must contribute the full employee member contribution towards their CAPERS retirement benefits and "New Members" as defined by CAPERS must pay half the normal rate. The Ca1PERS retirement benefits available for qualifying part-time employees depend on the date the employee qualified for Ca1PERS benefits. Tier 1 Part-time Employees who qualified for Ca1PERS benefits Before July 3, 2011 § 21354.4 2.5% at 55 Full Formula § 21574 4th Level 1959 Survivor § 20042 1 Year Final Compensation Tier 2 Part-time Employees who qualified for Ca1PERS benefits On or After July 4, 2011 and before January 1, 2013 § 21354 2% @ 55 Full Formula § 21574 4th Level 1959 Survivor § 20037 3 Year Final Compensation Page 597 Tier 3 Part-time Employees not considered "New Members" by Ca1PERS who qualified for Ca1PERS benefits on or After January 1, 2013 § 21354 2% @ 55 Full Formula § 21574 4th Level 1959 Survivor § 20037 3 Year Final Compensation Tier 4 Part-time Employees meeting the Ca1PERS definition of "New Members" who qualified for Ca1PERS benefits on or After January 1, 2013 § 7522.20 2% @ 62 Full Formula § 7522.32 36 Consecutive Months § 7522.10 Based on Pensionable Compensation Unit members hired on and after January 1, 2013, deemed to be a "new member" as defined in Government Code § 7522.04, shall individually pay an initial Member CALPERS contribution rate of 50% of the normal cost rate for the Defined Benefit Plan in which said "new member" is enrolled, rounded to the nearest quarter of 1 %, or the current contribution rate of similarly situated employees, whichever is greater. This rate can increase based on Ca1PERS regulations. The City does not participate in Social Security except for the mandatory Medicare Program. Medical Insurance Benefits — The City provides access to medical insurance for part-time employees who qualify for the Affordable Care Act (ACA) under the City's policy. In general, employees who work 30 or more hours per week on average per year would qualify, but the City's policy and the federal law determine who specifically qualifies for these benefits. For those part- time employees who qualify for this benefit, the City contributes the cost of the lowest cost self only coverage minus 9.78% of the Federal Poverty Line towards the cost of medical insurance. For example: In 2020, the FPL was $1040.83 per month, and 9.78% of that is $101.79/month. In 2020, the lowest cost self -only coverage cost was Kaiser Dual Coverage costing $439.89.00 per month. Following the policy, the City would pay $338.10 towards any health care plan the ACA eligible part-time employee chooses and the employee would pay the difference, which for the lowest cost self -only coverage would be $101.79. Page 598 WORK -LIFE BALANCE PART-TIME EMPLOYEES BENEFITS FOR SPECIFICALLY DESIGNATED POSITION Specifically designated Part-time employees in specific management, supervisory, professional and/or confidential positions, as designated by the City Manager, who are scheduled to work 32 hours per week on a year-round basis, are referred to as work -life balance part-time employees. The City Manager will review and if appropriate amend the list of designated positions at least once per year as part of his/her budget review process. Work -life balance part-time employees participate in the State and Federally required benefits as enumerated above and shall receive the following additional benefits: Medical Insurance: In accordance with the City's ACA policy, work -life balance part-time employees are eligible to participate in the City's medical plan. The City will pay the higher of the ACA policy contribution or 80% of the cost the City would pay for a full-time employee in the same position towards medical insurance premium costs. In 2020, the maximum the City would pay for medical insurance would be $1100 for a full-time employee, so following this policy a work -life balance part-time employee would receive $880 towards the cost of the medical coverage that they choose. Dental Insurance: City paid Vision: City Paid Life Insurance: City Paid $30,000 base coverage Vacation: Work -life balance part-time employees accrue vacation hours at 80% of the rate of full- time employees in the same position. Work -life balance part-time employees can accumulate vacation hours up to two times their annual accrual rate. Once they reach their maximum accrual rate they stop earning vacation hours until they bring their vacation hours below the maximum accrual rate. Work -life balance employees may only cash out vacation hours upon separation from the City. Work -life balance part-time employees transitioning from a full-time position with the City of Rancho Cucamonga may either cash out their vacation per their MOU or carry over their accrued vacation balance to their work -life balance part-time position. Sick Leave: Work -life balance part-time employees accrue 8 hours of sick leave per month. No cash out or buyback of sick leave is provided to work -life balance part-time employees. Work - life balance part-time employees transitioning from a full-time position with the City of Rancho Cucamonga may either cash out their sick leave per their MOU or carry over their accrued sick leave balance to their work -life balance part-time position. Holidays: Work -life balance part-time employees will be compensated for normally scheduled working hours, which fall on official City holidays. The City observes 11 holidays per year: Independence Day, Labor Day, Veteran's Day, Thanksgiving Day and the day following, Christmas Eve, Christmas Day, New Year's Day, Martin Luther King's Birthday, President's Day and Memorial Day. Deferred Compensation Plans: Work -life balance part-time employees are eligible to participate in the City's deferred compensation plans. The City does not contribute. Page 599 ADDITIONAL INFORMATION REGARDING ALL PART-TIME POSITIONS All Part -Time employees are employed "at -will' and serve at the pleasure of the appointing authority. As such, their services can be discontinued without cause or right of appeal. Social Security: The City does not participate in Social Security except for the mandatory Medicare Program. Medicare: Employees hired after 1/1/86, are required to contribute 1.45% of their earnings. All Part -Time employees are subject to specific provisions of the City of Rancho Cucamonga Personnel Rules and Regulations (Rule XIV) and specific provisions of the Policy and Procedures Manual (Policy 200-01) that apply to them. Page 600 CITY OF RANCHO CUCAMONGA PERSONNEL RULES AND REGULATIONS RULE I SECTION 7 DEFINITIONS 33. PART-TIME EMPLOYEE: A person serving in a budgeted position of less than forty (40) hours per week, and typically less than 1,040 hours per year as further defined under Rule XIV (Part -Time, Seasonal and Temporary Employees). Part-time employees are at -will and may be terminated without cause or right of appeal. RULE XIV PART-TIME, SEASONAL AND TEMPORARY EMPLOYEES SECTION 1 Compensation Part-time Employees: Part-time employees hold a budgeted position, and work less than forty (40) hours per week and typically less than 1,040 hours per year. Part time employees shall be paid the hourly rate established by the salary resolution. Seasonal Employees: Seasonal employees shall be paid the hourly rate established by the salary resolution and are employed part-time throughout various seasons. Seasonal employee shall not work more than 1,040 hours per year. Temporary Employees: Temporary employees shall be paid the hourly rate established by the salary resolution and are hired to perform duties for a period of time not to exceed six (6) months of continuous full-time employment. Temporary employees shall not work more than 1,040 hours per year. SECTION 2 Participation in Benefit Programs No part-time, seasonal or temporary employee shall be eligible for participation in any benefit program established by the City, except as required by State and/or Federal law or as may be specifically approved by the City Manager and/or City Council. SECTION 3 Schedules, Position Control, Wage Rates Part-time, seasonal and temporary employees shall work on a prearranged schedule beneficial to both the employee and the City. Part-time, seasonal and temporary positions may be abolished and/or replaced with full-time positions by the City Council. Wage rates for part-time, seasonal and temporary employees shall be established by the City Council. SECTION 4 Merit Increases Part-time, seasonal and temporary employees are eligible for merit increases as provided in Policy Number 200-01 of the Policy and Procedures Manual. SECTION 5 Performance Evaluation No part-time, seasonal or temporary employee shall be eligible for a salary adjustment except as approved by the Personnel Officer upon the recommendation of the department head contained in a Performance Evaluation Report, or such other form as may be required by the Personnel Officer. Said Performance Evaluation Report shall be completed in accordance with the procedures for the completion of Performance Evaluation Reports for full-time employees. Page 601 POLICY NUMBER 200-01 OF THE POLICY AND PROCEDURES MANUAL MERIT INCREASES — PART TIME EMPLOYEES POLICY PURPOSE: This policy is designed to provide general guidance for the provisions of merit increases for part time employees. Consistency and uniformity in its application are the responsibility of the Human Resources Director. Part time employees are defined in the Personnel Rules and Regulations of the City of Rancho Cucamonga, Rule XIV, Part Time, Seasonal and Temporary Employees. This policy pertains to all three designations of part time employees. Pursuant to Section 5, Performance Evaluation the following is enacted. Merit Pay Criteria: Effective January 1, 2016, all newly hired part-time employees will be eligible to receive a performance review and a merit increase of up to five percent in any twelve-month period from the date of hire. Thereafter, they will be eligible for a performance evaluation and merit increase on their anniversary date until they reach the top end of their salary scale. If a part-time employee promotes to a higher classification, his/her promotional date will become the new anniversary date. These employees will be eligible to receive a performance review and a merit increase of up to five percent in a twelve-month period from the date of promotion. Thereafter, they will be eligible for a performance evaluation and merit increase on their anniversary date until they reach the top end of their salary scale. If a current part-time employee has received a performance evaluation and/or merit increase in calendar year 2015, the date of the most recent merit increase shall be used as their anniversary date. They will be eligible for a performance evaluation and merit increase on their anniversary date until they reach the top end of their salary scale. If a current part-time employee did not reach 1,000 hours in any given fiscal year and therefore did not receive a performance review or merit increase in calendar year 2015, then their performance evaluation and merit increase shall be due on their original hire date or date of promotion, whichever is applicable. Thereafter, they will be eligible for a performance evaluation and merit increase on their anniversary date until they reach the top end of their salary scale. All merit adjustments shall be discretionary on the part of the Department Head and could result in no increase. Each adjustment shall be accompanied by an employee evaluation which justifies any increase in pay. Effective July 6, 2020, all part-time merit increases will be reviewed annually in March of each of each year. Anyone employed and with hours between the first full pay -period of the current fiscal year and the end of March of the same fiscal year would be eligible for a 3% merit increase if they are not at the top step of their hourly salary range. Page 602 This increase would become effective the first full pay period in July of the subsequent fiscal year. Employees may request an evaluation, or a supervisor can complete an evaluation for the benefit of the employee and their growth. Any employees hired after March 31 of the current fiscal year would not be eligible for a merit increase until the following fiscal year in conformance with this policy. Employees in positions with one pay range, would not be eligible for merit increases as there is only one hourly pay range for their positions. These positions could be adjusted by the City through the adoption of the budget and hourly salary ranges. When these ranges are adopted these employees would automatically receive the new hourly salary range. If a position with an hourly salary range is changed to a single hourly salary range, those employees with hourly salary ranges below the new hourly rate would move up to the new hourly rate and those employees above the new single hourly rate would be y -rated at their current hourly rate. If a position with a current single hourly salary range has the rate lowered, as a result of an action by the City Council, then all employees in that position would have their hourly rate lowered. RANCHO CUCAMONGA FIRE PROTECTION DISTRICT PERSONNEL RULES AND REGULATIONS SECTION I DEFINITION OF TERMS 11 (c) Part-time — Any employee working a fraction of the normal workday or week whose hours may be regular or irregular. No employee benefits will accrue to part-time employees Page 603 POLICY NUMBER 200-24 OF THE POLICY AND PROCEDURES MANUAL PART TIME, SEASONAL & TEMPORARY EMPLOYEES PAID SICK LEAVE POLICY PURPOSE: To establish a policy for Part -Time, Seasonal and Temporary (PST) City employees regarding accrual of and use of paid sick leave in accordance with the Healthy Workplaces, Healthy Families Act of 2014 that provides up to three (3) days of paid sick leave per year for eligible employees beginning July 1, 2015. I. PAID SICK TIME A. Accrual of Paid Sick Time: Sick time is accrued at the rate of one (1) hour of sick time for every thirty (30) hours worked. 1. PST employees become eligible to accrue sick leave on July 1, 2015, or on the first day of employment if hired after July 1, 2015. 2. PST employees qualify for paid sick leave by working at least thirty (30) days within one year on or after January 1, 2015. 3. PST employees may begin to use their accrued sick time after completing 90 days of employment. PST employees who work less than 90 days are not entitled to take any paid sick leave. 4. The PST employee's paystub will display the number of paid sick hours the employee has accrued. 5. The City will not "lend" sick leave to a PST employee before it has been accrued. 6. Paid sick leave will not be considered hours worked for purposes of overtime calculation. 7. Paid sick leave will not be considered hours worked for purposes of earning paid sick leave. B. Annual Sick Time Use and Accrual limits: PST employees may use up to a maximum of 30 hours (3 days) of accrued leave during a fiscal year and may accrue up to a cap of 60 hours (6 days) of sick time during a fiscal year (e.g., July 1, 2015 to June 30, 2016). 1. This Policy shall be amended beginning March 16, 2020, to allow for PST employees to use all of their accrued hours, up to the cap of 60 hours in a fiscal year in order to address any family related COVID-19 issues such as school closures, or to care for an immediate family member (child (includes any age or dependency status, or for whom the employee is a legal ward or stands in loco parentis), parent (includes person who stood in loco parentis of the employee as a child), parent -in-law, spouse, registered domestic partner, grandparent, grandparent -in-law, great-grandparent, great -grandparent -in-law, grandchild, greatgrandchild, or sibling) for any COVID-19 related issues. This temporary amendment will end December 31, 2020. C. Sick Time Rate of Pay: PST employees shall be compensated for sick time at their regular rate of pay. Page 604 D. Accrued Sick Time Carry -Over: Unused sick time may be carried over from fiscal year to fiscal year. The maximum number of hours that may be carried over into the following fiscal year is 30 hours. E. Minimum Sick Time Use: The minimum amount of sick leave time a PST employee may use is at least in one-hour increments. F. Use of Sick Time: Upon the verbal or written request of a PST employee, the City shall permit the employee to utilize up to a maximum of 30 hours of paid sick leave each fiscal year (i.e., July 1 to June 30) for the following purposes: 1. Diagnosis, care, or treatment of an existing health condition of, or preventative care for, an employee or an employee's eligible family member including: o Child (including a biological, adopted, or foster child, stepchild, legal ward, or a child to whom the employee stands in loco parentis) o Spouse or Registered Domestic Partner o Parent (including biological, adoptive, or foster parent, stepparent, or legal guardian of an employee or the employee's spouse or registered domestic partner, or a person who stood in loco parentis when the employee was a minor child.) o Grandparent, Grandparent -in-law, Great -Grandparent, and Great -Grandparent -in- law o Grandchild and great-grandchild o Sibling. 2. For PST employees who are victims of domestic violence, sexual assault, or stalking, for the purposes described in subdivision(c) of Section 230 and subdivision (a) of Section 230.1 including: o A temporary restraining order or restraining order. o Other injunctive relief to help ensure the health, safety or welfare of themselves or their children. o To seek medical attention for injuries caused by domestic violence, sexual assault, or stalking. o To obtain services from a domestic violence shelter, program, or rape crisis center as a result of domestic violence, sexual assault, or stalking. o To obtain psychological counseling related to an experience of domestic violence, sexual assault, or stalking. o To participate in safety planning and take other actions to increase safety from future domestic violence, sexual assault, or stalking, including temporary or permanent relocation. G. PST Employee Responsibility: 1. PST employees are not responsible for finding other employees to cover shifts due to their use of sick time. 2. PST employees are required to contact their immediate supervisor as soon as practicable when they are unexpectedly unable to work for purposes described in this policy. Page 605 3. Whenever feasible, PST employees shall provide 5 days advance notice of pre - scheduled medical examinations for which they will require sick time. 4. PST employees who used or are planning to use paid sick time will complete a leave request form as soon as practicable as required by their Department. H. Inappropriate use of Sick Time: Inability to work due to intemperance is not an authorized reason for the usage of sick leave. I. Unused Sick Time: No PST employee shall be compensated for, or allowed to exhaust any accrued sick leave upon resignation, including retirement, termination, layoff, or death. J. Sick Leave Accrual Upon Termination of Employment: Unused accrued sick leave at termination shall be reinstated upon return to active status occurring within no more than 12 months of termination. K. Sick Leave Accrual Upon Promotion to Regular Benefited Status: Sick leave accrued while in PST status shall remain intact upon promotion to a regular position, and will thereafter be subject to all rules and policies governing sick leave for regular employees L. Rehire within one Year: If an employee separates from Agency employment and is re -hired by the Agency within one year of the date of separation, previously accrued and unused paid sick leave hours shall be reinstated to the extent required by law. However, if a rehired employee had not yet worked the requisite 90 days of employment to use paid sick leave at the time of separation, the employee must still satisfy the 90 days of employment requirement collectively over the periods of employment with the Agency before any paid sick leave can be used. Leave under this policy may run concurrently with leave taken under other applicable policies as well as under local, state or federal law, including leave taken pursuant to the California Family Rights Act (CFRA) or the Family and Medical Leave Act (FMLA) if the employee and the reason for the absence is eligible for these regulations. Page 606 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Linda A. Troyan, MMC, City Clerk Services Director Patricia Bravo -Valdez, CMC, Deputy City Clerk Services Director SUBJECT: CONSIDERATION TO PROCEED WITH THE BIENNIAL REVIEW OF THE CONFLICT OF INTEREST CODE FOR THE CITY COUNCIL AND FIRE PROTECTION DISTRICT AND AUTHORIZE THE FILING OF THE 2020 LOCAL AGENCY BIENNIAL NOTICE. RECOMMENDATION: Staff recommends the City Council/Fire Board direct staff to proceed with the biennial review of its Conflict of Interest Code and authorize the filing of a Local Agency Biennial Notice by October 1, 2020. BACKGROUND: The Political Reform Act requires every local government agency to review its Conflict of Interest Code every two years to determine if its accurate, or alternatively, to determine if the code must be amended. A Conflict of Interest Code tells public officials, governmental employees, and consultants what financial interests they must disclose on their Statement of Economic Interest (Form 700). By October 1, 2020, a biennial notice must be filed with the agency's code reviewing body. The City Council is the Code reviewing body for the Fire District. ANALYSIS: This biennial review ensures that the Code includes disclosure by those officials who make or participate in making governmental decisions. The disclosure assigned to those positions accurately requires that all investments, business positions, interests in real property, and sources of income that may foreseeably be affected materially by the decisions made by those holding designated positions are reported. Amendments must be submitted to City Council for approval within 90 days of the biennial review. FISCAL IMPACT: Not applicable. COUNCIL GOAL(S) ADDRESSED: This item helps advance and ensure adherence to State reporting requirements by City officials therefore promoting public trust and ethical behavior. Page 607 DATE: TO: FROM: INITIATED BY: SUBJECT: June 17, 2020 Mayor and Members of the City Council John R. Gillison, City Manager Darryl Polk, Director of Innovation and Technology CONSIDERATION TO APPROVE AN AWARD TO SHI INTERNATIONAL CORP. FOR SERVER LOGGING LICENSING. RECOMMENDATION: It is recommended that the City Council approve an award to SHI International Corp. of Somerset, NJ, for the purchase of LogRythm licenses in the amount of $110,211 funded from Account No. 1714001- 5605. The Department of Innovation and Technology manages computer services for the City, including safeguarding the City's digital estate from malware, ransomware and other malicious intrusions. In 2019, Council authorized the procurement and implementation of new data center infrastructure housing many of the City's mission critical applications and data. To protect this investment, the Department of Innovation and Technology relies on multiple layers of monitoring and active defense tools to maintain a comprehensive security strategy. An important part of this security strategy is monitoring for suspicious activity happening within the applications running in the data center. The way DoIT looks for activity is through logging, where each application keeps a running record of all the events and transactions that take place. With over 100 enterprise applications in use it is impossible for staff to actively monitor each application log, so DoIT included a logging monitor tool as part of the City's continued cybersecurity roadmap. ANALYSIS: As part of daily citywide operations, the Department of Innovation and Technology collects and stores system and enterprise application logs on individual City computers and servers. LogRhythm is a complete logging aggregation and monitoring platform, including software, hardware and services, that centralizes the storage of system and application log data to improve threat detection across an enterprise environment. LogRythm also applies machine learning and anomaly recognition to gain visibility and detect threats that might otherwise go unnoticed in a large enterprise environment, helping DoIT staff to monitor for malicious activity occurring within the City's data center and keep our servers safe. The Department of Innovation and Technology submitted specifications to the Purchasing Division for review and to determine the best method of procurement. The Procurement Division prepared and posted formal Request for Bid (RFB) No. 19/20-117 for LogRythm Licenses. There were a total of five hundred thirty one (531) vendors notified; eleven (11) prospective bidders downloaded the solicitation documents; and there were three (3) responses. The lowest responsive vendor was SHI International who met all of the specifications and offers the best value to the City with the lowest, most responsive bid response. Page 608 FISCAL IMPACT: The project to implement data center logging was originally funded and approved as part of the Fiscal Year 2019/20 Budget. The required hardware, services and related software were budgeted together in Account No. 1714001-5605 (Capital Outlay - Computer Equipment) as a single project. Support costs are estimated at $23,000 annually, with the first year of maintenance included in the initial cost. COUNCIL GOAL(S) ADDRESSED: The procurement of an updated enterprise logging solution for the City supports the Council's goals to enhance the security and resiliency of the City's digital information. Page 609 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Robert Neiuber, Human Resources Director SUBJECT: CONSIDERATION TO APPROVE A RESOLUTION MODIFYING PAYING AND REPORTING THE VALUE OF EMPLOYER PAID MEMBER CONTRIBUTIONS TO CALPERS FOR THE EXECUTIVE MANAGEMENT GROUP. RECOMMENDATION: Staff recommends the City Council approve a resolution which will modify how the City pays and reports the value of employer paid member contributions (EPMC) to CalPERS for the Executive Management Group. BACKGROUND: The City has an existing written labor agreement which specifically provides for the normal CalPERS member pension contributions to be paid by the employer (the City) and, in accordance with PELRA, reported as additional compensation. This benefit has applied to all City bargaining groups. The City Council previously approved a two-year Memorandum of Understanding (MOU) between the City and the Executive Management Group effective July 1, 2019 through June 30, 2021. This MOU specifically modifies how the City will pay and report the value of EPMC for the Executive Management Group covered employees, phasing out this benefit over time. Although these modifications have been incorporated in the MOU, they must also be adopted by Resolution in accordance with CalPERS regulations. ANALYSIS: The existing MOU provides for modifying how the City pays and reports the value of EPMC as set forth below: • Effective June 30, 2020: The City will pay 1 % of the CalPERS member contribution for employees hired prior to September 1, 2010, and employees will pay 7% of their PERSable compensation towards the CalPERS member contribution; The City will pay 1 % of the CalPERS member contribution for employees hired on or after September 1, 2010 and before July 4, 2011, and employees will pay 7% of their PERSable compensation towards the CalPERS member contribution; Page 610 Employees hired on or after July 4, 2011, will pay 7% of their PERSable compensation towards the CalPERS member contribution. This eliminates EPMC for these employees. • Effective the first full pay period in July 2021: The phase-out of EPMC will be complete. The City will pay 0% of the normal contributions as EPMC and report the same (value) of compensation earnable (excluding GC section 20636(c)(4)) as additional compensation for all Tiers within the Executive Management Group. Adoption of this resolution will reduce EPMC as part of the City's effort, working with employees, to effectively manage pension costs over time. Staff recommends the City Council approve the attached resolution which will modify how the City will pay and report the value of EPMC to CalPERS for the Executive Management Group. FISCAL IMPACT: As the City reduces and ultimately eliminates the EPMC, the change will result in long-term cost savings for the City by reducing both PERS contributions and PERS rates. COUNCIL GOAL(S) ADDRESSED: This action supports the City Council's vision for the community by enhancing the City's fiscal sustainability. ATTACHMENTS: Description Attachment 1 - Resolution Page 611 RESOLUTION NO. 20- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, MODIFYING PAYING AND REPORTING THE VALUE OF EMPLOYER PAID MEMBER CONTRIBUTIONS TO CALPERS FOR EXECUTIVE MANAGEMENT GROUP. WHEREAS, the City Council of the City of Rancho Cucamonga has the authority to implement Government Code Section 20691; and WHEREAS, the City has written labor agreements which specifically provide for the normal member contributions to be paid by the employer; and reported as additional compensation; and WHEREAS, one of the steps in the procedure to modify Section 20691 is the adoption by CITY of a resolution modifying paying and reporting the value of modified Employer Paid Member Contributions (EPMC) for employees who meet the conditions set forth; and WHEREAS, the City has identified the following conditions for the purpose of its election to pay EPMC: • This benefit shall apply to all miscellaneous employees within the Executive Management Group bargaining unit. • This benefit shall consist of paying 1 % of the normal contributions as EPMC, and reporting the same percent (value) of compensation earnable* (excluding Government Code Section 20636(c)(4) as additional compensation for employees hired prior to September 1, 2010) effective June 30, 2020. • This benefit shall consist of paying 1 % of the normal contributions as EPMC and reporting the same percent (value) of compensation earnable* (excluding Government Code Section 20636(c)(4) as additional compensation for employees hired on or after September 1, 2010 and before July 4, 2011) effective June 30, 2020. • This benefit shall consist of paying 0% EPMC, and reporting the same percent (value) of compensation earnable* (excluding Government Code Section 20636(c)(4) as additional compensation for employees hired on or after July 4, 2011) effective June 30, 2020. • The effective date of this resolution shall be June 17, 2020. * Note: Payment of EPMC and reporting the value of EPMC on compensation earnable is on pay rate and special compensation except special compensation delineated in Government Code Section 20636(c)(4) which is monetary value of EPMC on compensation earnable. Page 612 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jana Cook, Community Improvement Manager SUBJECT: PUBLIC HEARING FOR AN ORDINANCE REGULATING SHORT TERM RENTALS AND A RESOLUTION ESTABLISHING ASSOCIATED PERMIT FEES. RECOMMENDATION: Staff recommends the City Council continue the hearing for consideration of an ordinance regulating short term rentals and a resolution establishing associated permit fees to the City Council meeting on July 15, 2020 at 7:00 p.m. in the Council Chambers, 10500 Civic Center Drive, Rancho Cucamonga, CA 91730. ANALYSIS: It has been determined that further review of the proposal by City staff and the Planning Commission is necessary prior to presentation to the City Council. Page 613 DATE: June 17, 2020 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jason C. Welday, Engineering Director, Baldwin P. Ngai, Assistant Engineer SUBJECT: PUBLIC HEARING FOR CONSIDERATION OF A RESOLUTION FOR IMPLEMENTATION OF SENATE BILL 743 BY ADOPTING VEHICLE MILES TRAVELED THRESHOLD AND LOCAL TRAFFIC IMPACT ANALYSIS GUIDELINES. RECOMMENDATION: Staff recommends to the City Council that the attached resolution setting Vehicle Miles Traveled (VMT) thresholds for California Environmental Quality Act (CEQA) compliance related to transportation analysis and the associated implementing guidelines be adopted following the conclusion of a public hearing. BACKGROUND: Senate Bill (SB) 743, signed by Governor Brown in September of 2013, has changed the way transportation impacts are identified under the California Environmental Quality Act (CEQA). Specifically, the legislation directed the Office of Planning and Research (OPR) to develop different metrics for identifying effects on transportation as a CEQA impact. The final OPR Technical Advisory was released in December of 2018 and identified Vehicle Miles Traveled (VMT) as the preferred metric moving forward. The Natural Resources Agency completed the rule making process to modify the CEQA guidelines in December of 2018. The CEQA Guidelines identify that, by July of 2020 all lead agencies must use VMT as the new transportation metric for identifying impacts for land use projects and no longer may use Level of Service (LOS) or vehicle delay as a metric of significant impact. Level of Service (LOS) Level of Service is a measure of vehicle delay at an intersection or along a segment of roadway represented in a letter grade of "A" through "F", where LOS "A" represents operations at free flow or minimum delay, and LOS "F" represents high delays and congestions. An analysis of LOS begins by creating a model to study the existing volume and delay data at affected locations and then incorporating vehicle trips anticipated to be generated by the proposed project into the model. Project impacts and effects are then calculated using methods set forth in the Highway Capacity Manual. Ultimately, under LOS, the analysis is measuring the impact of new trips on the operation of the existing and proposed transportation infrastructure. Vehicle Miles Traveled (VMT) Alternatively, Vehicle Miles Traveled is a measure of the number of trips and total distance in miles that Page 614 a driver would have to travel between their origin and destination. In general, projects that are farther away from other land uses or lacking transit options tend to generate higher VMT, while projects located closer to a variety of land uses or near high quality transit generate lower VMT on average. When analyzing environmental impacts of proposed projects under CEQA, VMT is currently used to identify other impacts related to greenhouse gas emissions and air quality. Under the updated CEQA Guidelines, VMT in the form of estimated VMT per service population (VMT/SP), i.e., per resident, per employee, per student, etc., replaces LOS in measuring impacts on transportation. Whereas LOS was a measure of the operations of the transportation infrastructure, VMT/SP measures the transportation efficiency of the proposed project. ANALYSIS: The California Environmental Quality Act (CEQA) requires public agencies to evaluate the environmental effects of a project before action is taken. CEQA also aims to prevent or mitigate significant environmental effects, where possible, from occurring as a result of agency actions by including required environmental reviews as part of the decision-making process. On December 28, 2018, the Natural Resources Agency approved a comprehensive update to the State's CEQA Guidelines which also included implementation metrics for Vehicle Miles Traveled (VMT) to be used in analyzing transportation impacts. Following this approval, the City partnered with the San Bernardino County Transportation Authority (SBCTA) to evaluate and create guidance for SBCTA's member agencies in implementing this new metric including analysis of threshold options and potential mitigation measures as well as sample Transportation Impact Analysis Guidelines. Based on the knowledge and information gained as part of this partnership, the Engineering Services Department prepared the City's Transportation Impact Analysis (TIA) Guidelines to address the changes required by SB743 and the State's CEQA Guidelines. A copy of the draft TIA Guidelines is included with this report as Attachment 1. It is anticipated that these guidelines will be updated by the City Engineer from time - to -time to address new or updated information related to technical aspects of their application. Vehicle Miles Traveled Thresholds As mentioned above, VMT is the new metric for transportation analysis required under CEQA which focuses on miles traveled by vehicles within a region. As a result, automobile delay (i.e., LOS) is no longer permitted to be used as criteria for determining a significant environmental impact under CEQA. (However, LOS will still be utilized to evaluate potential infrastructure needs required by new projects). This approach has an added inherent emphasis on reducing greenhouse gas emissions. All cities in the State of California are required implement this new VMT metric no later than July 1, 2020. This implementation can occur on a project -by -project basis but is more streamlined and effective when adopted as a local threshold. Given the technical nature of this change in metrics, the City partnered with SBCTA to engage Fehr & Peers, an expert firm in VMT analysis, to assist in the review and development of appropriate VMT thresholds for the City to be fully compliant with CEQA law. City staff participated in a collaborative study through a partnership with SBCTA which evaluated the tools, thresholds, and mitigation options appropriate for the City and more generally, the region. Staff attended workshops on October 23, 2020, February 3, 2020, March 4, 2020, and March 30, 2020 on vehicle miles traveled, all of which have been open to the general public. Members of local agencies, transportation consultants, and other interested parties were present and participated in open discussions throughout the process and at each meeting. While this partnership focused on the larger region, each City and the County would need to adopt their own local guidelines and thresholds applicable to CEQA review within their jurisdiction. Further, CEQA Guidelines Section 15064.7(b) encourages lead agencies to formally adopt their significance thresholds through a public review process and with the support of substantial evidence. Once adopted, the City's VMT thresholds will be implemented through the TIA Guidelines prepared by the City Engineer and updated from time to time. These guidelines incorporate both VMT analysis as required by CEQA for determination of significant transportation impacts as well as LOS analysis to Page 615 continue to allow the City to identify design deficiencies in the existing or proposed transportation infrastructure that require resolution as part of the discretionary approvals for the project. As of July 1, 2020, LOS will not be used in the determination of CEQA impacts. City of Rancho Cucamonga Considerations In Selecting Threshold Option City staff considered the following information when choosing a threshold: • The OPR recommended threshold of 15% below existing average VMT does not illustrate a connection to the other SB 743 objectives related to statewide goals to promote public health through active transportation, infill development, multimodal transportation networks, and a diversity of land uses. Recommending a reduction below baseline levels is consistent with these objectives, but the numerical value has not been tied to specific statewide values for each objective or goal. Reductions below the existing baseline is the usual way of analyzing environmental impacts under CEQA. • Jurisdictions statewide and transportation planning practitioners shared concerns during the rulemaking process about the application of a uniform statewide threshold across the diversity of the State's cities and counties and expressed a need for sub -regional consistency in setting reasonable thresholds. • The OPR recommended screening threshold of 110 daily trips does not fully encompass the size and scope of small development projects within the Inland Empire and the City. A review of historical development patterns for single family residential developments and available land zoned for such developments indicates that full buildout of vacant sites which would generate 250 daily trips or less (equivalent to 25 single family units) would have a de minimis effect on the citywide VMT. • As of January 2020, the City of Rancho Cucamonga began updating its General Plan. The City plans to reevaluate their VMT impact threshold at the conclusion of their General Plan update as the General Plan will better reflect City goals and policies related to VMT and transportation impacts under CEQA. • Data produced by extracting VMT from the San Bernardino County Transportation Analysis Model showed that the City of Rancho Cucamonga average VMT per service population was lower than the County of San Bernardino VMT per service population. • The intent of SB 743 is to promote infill development and reduce GHGs by promoting development in VMT-efficient areas (i.e. Cities that have VMT per service population below the County average). As identified above, the City of Rancho Cucamonga land uses are currently more efficient on average from a VMT per service population perspective than the average of the County of San Bernardino as a whole, therefore comparisons to the City average are more in line with the legislative intent of SB 743. Local CEQA Guidelines CEQA requires public agencies to adopt specific objectives, criteria, and procedures for evaluating public and private projects that are undertaken or approved by the local agencies. The proposed thresholds and draft guidelines reflect the recent changes in the State CEQA Guidelines, relevant court opinions, and necessary documentation for the implementation of vehicles miles traveled as the City's metric for transportation impacts. The TIA Guidelines provide step- by -step procedures for evaluating projects prior to approval including acceptable methodology for analysis, selected threshold of significance, and potential mitigation for impacts identified. This guideline may be updated as new information emerge and reevaluated to remain relevant. The proposed VMT thresholds will become effective upon adoption of the attached resolution by the City Council. New projects or projects that have not circulated CEQA documents for public review before the effective date must comply with the City's new thresholds and TIA Guidelines. Environmental Assessment Page 616 No environmental impact is anticipated from adopting Vehicle Miles Traveled thresholds or issuance of TIA Guidelines. The City Council's adoption of the attached resolution is not a project under State CEQA Guidelines in Section 15378(b)(5) because it involves an administrative activity involving the adoption of thresholds of significance and would not result in a reasonably foreseeable indirect physical change in the environment. Even if the proposed thresholds were subject to CEQA, they are exempt therefrom because it can be seen with certainty that there is no possibility that the thresholds will cause a significant effect on the environment. (14 CCR § 15061(b)(3).) FISCAL IMPACT: There is no fiscal impact associated with this action. COUNCIL GOAL(S) ADDRESSED: By adopting a threshold of significance as identified in the resolution, the City can identify CEQA impact generated by projects in line with the requirements of SB 743. This change in metric of transportation impact promotes sustainable growth of a safe and healthy community while aiming to reduce travel by single occupant vehicle. ATTACHMENTS: Description Attachment 1 - Resolution Attachment 2 - Draft TIA Guidelines Page 617 ATTACHMENT 1 RESOLUTION NO. 2020-056 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMOGNA ADOPTING "VEHICLE MILES TRAVELED" THRESHOLDS OF SIGNIFICANCE FOR PURPOSES OF ANALYZING TRANSPORTATION IMPACTS UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT WHEREAS, the California Environmental Quality Act Guidelines ("CEQA Guidelines") encourage public agencies to develop and publish generally applicable "thresholds of significance" to be used in determining the significance of a project's environmental effects; and WHEREAS, CEQA Guidelines section 15064.7(a) defines a threshold of significance as "an identifiable quantitative, qualitative or performance level of a particular environmental effect, noncompliance with which means the effect will normally be determined to be significant by the agency and compliance with which means the effect normally will be determined to be less than significant"; and WHEREAS, CEQA Guidelines section 15064.7(b) requires that thresholds of significance must be adopted by ordinance, resolution, rule, or regulations, developed through a public review process, and be supported by substantial evidence; and WHEREAS, pursuant to CEQA Guidelines section 15064.7(c), when adopting thresholds of significance, a public agency may consider thresholds of significance adopted or recommended by other public agencies provided that the decision of the agency is supported by substantial evidence; and WHEREAS, Senate Bill 743, enacted in 2013 and codified in Public Resources Code section 21099, required changes to the CEQA Guidelines regarding the criteria for determining the significance of transportation impacts of projects; and WHEREAS, in 2018, the Governor's Office of Planning and Research ("OPR") proposed, and the California Natural Resources Agency certified and adopted, new CEQA Guidelines section 15064.3 that identifies vehicle miles traveled ("VMT") — meaning the amount and distance of automobile travel attributable to a project — as the most appropriate metric to evaluate a project's transportation impacts; and WHEREAS, as a result, automobile delay, as measured by "level of service" ("LOS") and other similar metrics, will generally no longer constitute a significant environmental effect under CEQA; and WHEREAS, except for roadway capacity projects, CEQA Guidelines section 15064.3 requires agencies to stop treating automobile delay/LOS as an environmental impact effective on July 1, 2020, though public agencies may elect to be governed by this section immediately; and Page 618 WHEREAS, the City of Rancho Cucamonga, following a public review process consisting of a joint collaboration between the San Bernardino County Transportation Authority (SBCTA) and its member agencies to develop implementation methods for SB743, presentations by SBCTA to its committees, board, and members of the public related to the regional and local threshold development process, and a public hearing before the City Council, wishes to adopt the VMT thresholds of significance for determining the significance of transportation impacts that are included in this resolution. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Rancho Cucamonga as follows: Section 1. The City of Rancho Cucamonga hereby adopts the following: 1. The San Bernardino County Travel Demand Model (SBTAM) as its preferred methodology to measure Vehicle Miles Traveled (VMT). 2. The San Bernardino County Travel Demand Model (SBTAM) as its preferred method to analyze a project's Vehicle Miles Traveled (VMT) impact. 3. The VMT impacts threshold in Table 1 in Exhibit A. Section 2. The City Council hereby adopts the "City of Rancho Cucamonga Traffic Impact Analysis Guidelines," attached hereto as Exhibit B, for purposes of implementing Section 1 of this Resolution, which may be updated administratively from time -to -time by the City Engineer. Section 3. This Resolution shall take effect immediately upon its adoption by the City Council, and the City Clerk shall attest to and certify the vote adopting this Resolution. Resolution No. 2020-056 Page 2 of 5 Page 619 Exhibit A Table 1 VMT Impact Thresholds Methods Project Threshold Cumulative Threshold Land Use Plans (such as General Plans and Specific Plans) San Bernardino Traffic Analysis Model (SBTAM) forecast of total daily VMT/SP. - To capture project effect, the same cumulative year population and employment growth totals should be used. The 'project' only influences land use allocation. • Consistency check with SCAG RTP/SCS. - Is the proposed project within the growth projections in the RTP/SCS? Land Use Projects • Transit Priority Area (TPA) screening. • Low VMT area screening • Project type screening • VMT analysis using SBTAM forecast of total daily VMT/SP A significant impact would occur if the project VMT/SP (for the land use plan) exceeds the Citywide average. And after the General Plan is next updated and adopted, this threshold shall be replaced with the following: A significant impact would occur if the project VMT/SP (for the land use plan) exceeds the Citywide average under General Plan Buildout Conditions. NA Presumed less than significant VMT impact for projects located in TPAs. Presumed less than significant VMT impact for projects located in low VMT generating model traffic analysis zones (TAZs). These TAZs generate total daily VMT/SP that is 15% less than the baseline level for the County. Local serving retail projects (Per OPR's Technical Advisory less than 50,000 square feet) are presumed to have a less than significant VMT impact. Projects that generate less than 250 daily trips do not require VMT analysis. A significant impact would occur if the project VMT/SP exceeds the Citywide average. And after the General Plan is next updated and adopted, A significant impact would occur if the project caused total daily VMT within the City to be higher than the no project alternative under cumulative conditions. A significant impact would occur if the project is determined to be inconsistent with the RTP/SCS. Project presumption applies under cumulative conditions as long as project is consistent with SCAG RTP/SCS. Project presumption applies under cumulative conditions as long as project is consistent with SCAG RTP/SCS. Project presumption applies under cumulative conditions as long as project is consistent with SCAG RTP/SCS. A significant impact would occur if the project is determined to be inconsistent with the RTP/SCS. A significant impact would occur if the project causes total daily VMT within the City to be higher Resolution No. 2020-056 Page 3 of 5 Page 620 Table 1 VMT Impact Thresholds Methods Project Threshold Cumulative Threshold this threshold shall be than the no project alternative replaced with the following: under cumulative conditions. This analysis should be performed A significant impact would using the 'project effect' or occur if the project VMT/SP 'boundary' method. (for the land use plan) exceeds the Citywide average under General Plan Buildout Conditions. Transportation Projects (thresholds may apply for SB 743 or GHG purposes) • SBTAM forecast of total A significant impact would A significant impact would occur citywide daily VMT1 occur if the project increased if the project caused total daily the baseline VMT within the VMT within the City to be higher City. than the no build alternative under cumulative conditions. • Consistency check with SCAG NA A significant impact would occur RTP/SCS if the project is determined to be inconsistent with the RTP/SCS. Acronyms RTP/SCS — Regional Transportation Plan/Sustainable Communities Strategy SCAG — Southern California Association of Governments SP — Service Population VMT — Vehicle Miles Traveled 1 It is recommended that SBTAM is used to develop VMT estimates for transportation project impact assessment. However, the analyst must verify the model results for sensitivity to changes in VMT. Alternatively, if the model is not deemed appropriate, Robert Cevero's research on lane -mile elasticity and its relationship to VMT can be referenced. Resolution No. 2020-056 Page 4 of 5 Page 621 Exhibit B City of Rancho Cucamonga Traffic Impact Analysis Guidelines Resolution No. 2020-056 Page 5 of 5 Page 622 ATTACHMENT 2 City of Rancho Cucamonga TIA Guidelines June 2020 FEHR ) PEERS June 2020 Page 623 City of Rancho Cucamonga TIA Guidelines 2020 Table of Contents Background 1 BackgroundInformation..................................................................................................................................1 GuidelinesOrganization...................................................................................................................................2 Introduction 3 CEQAChanges......................................................................................................................................................4 Level of Service Analysis 5 LOS Report Content for Level of Service Analysis..................................................................................6 Introduction...........................................................................................................................................................6 ExistingConditions.............................................................................................................................................7 FutureConditions................................................................................................................................................9 ProjectDeficiencies..........................................................................................................................................13 Conclusions and Recommendation..........................................................................................................14 LOS Analysis Procedures and Assumptions...........................................................................................14 CEQA Assessment - VMT Analysis 18 AnalysisMethodology....................................................................................................................................18 ProjectScreening..............................................................................................................................................19 VMT Assessment for Non -Screened Development............................................................................21 CEQA VMT Impact Thresholds....................................................................................................................23 VMTMitigation Measures.............................................................................................................................24 CEQA Assessment - Active Transportation and Public Transit Analysis 25 CEQA VMT Transportation Impact Analysis Format 26 Attachments 28 Detailed VMT Forecasting Information...................................................................................................28 Low VMT Area Map Page 624 City of Rancho Cucamonga TIA Guidelines 2020 Page 625 City of Rancho Cucamonga TIA Guidelines 2020 Background Background Information SB 743, signed by the Governor in 2013, is changing the way transportation impacts are identified. Specifically, the legislation has directed the Office of Planning and Research (OPR) to look at different metrics for identifying transportation as a CEQA impact. The Final OPR guidelines were released in December 2018 and identified vehicle miles of travel (VMT) as the preferred metric moving forward. The Natural Resources Agency completed the rule making process to modify the CEQA guidelines in December of 2018. The CEQA Guidelines identify that, by July of 2020 all lead agencies must use VMT as the new transportation metric for identifying impacts for land use project. In anticipation of the change to VMT, the City of Rancho Cucamonga recently completed a SB 743 Implementation Study in partnership with SBCTA in support of agencies throughout the county. This regional approach focuses on important implementation questions about the methodology, thresholds, and mitigation approaches for VMT impact analysis. The regional approach included the following main components. Page 626 City of Rancho Cucamonga TIA Guidelines 2020 • Thresholds Evaluation Memorandum — Potential thresholds agencies could consider when establishing thresholds of significance for VMT assessment • Sample Projects Memorandum — Types of VMT that could be considered for impact assessment and how project assessment could be performed. • Tools Evaluation Memorandum — Types of tools that could be used to estimate VMT and the pros/cons associated with each tool. • Mitigation Memorandum — Types of mitigation that can be considered for VMT. • VMT Screening Tool — An on-line GIS tool that can be used for VMT screening. This tool is currently under development but will be available for use by SBCTA member agencies. As noted in CEQA Guidelines Section 15064.7(b) below, lead agencies are encouraged to formally adopt their significance thresholds which is a key part of the SB 743 implementation process. (b) Each public agency is encouraged to develop and publish thresholds of significance that the agency uses in the determination of the significance of environmental effects. Thresholds of significance to be adopted for general use as part of the lead agency's environmental review process must be adopted by ordinance, resolution, rule, or regulation, and developed through a public review process and be supported by substantial evidence. Lead agencies may also use thresholds on a case-by-case basis as provided in Section 15064(b)(2). Is Level of Service (LOS) Still Important? The City has adopted vehicle LOS policies that set standards for which local agency infrastructure will strive to maintain. These policies are contained in the General Plan and therefore apply to discretionary approvals of new land use and transportation projects. Therefore, these guidelines also include instructions for vehicle LOS analysis consistent with General Plan requirements. The LOS guidelines are largely based on the SBCTA Congestion Management Plan (CMP) guidelines that were updated in 2016 and reflect the state of the practice. Please note that, at the time this document was created, the City had recently embarked on an update to the General Plan. As such, these guidelines may need to be updated after the General Plan Update has concluded to ensure consistency with any modified policies. Guidelines Organization The remainder of this guidelines document is organized as follows. We have attempted to organize this memorandum to provide background information, assessment for congestion management/ General Plan Consistency (e.g. LOS analysis), and CEQA assessment (e.g. VMT analysis). 1. Introduction 2. Need for Transportation Impact Analysis 3. Non-CEQA LOS Assessment and Format 4. CEQA Assessment - VMT Analysis 5. CEQA Assessment - Active Transportation and Public Transit Analysis 6. Transportation Impact Analysis Format Page 627 City of Rancho Cucamonga TIA Guidelines 2020 Introduction One of the fundamental roles of government agencies is the construction and maintenance of public infrastructure facilities including roadways, rail and bus facilities, bicycle and pedestrian infrastructure, water lines, sanitary sewer lines, stormwater treatment facilities, parks, and other public facilities. When private development occurs, it is the responsibility of government to ensure that there are adequate public facilities to serve incremental population and employment growth. For the transportation system, one way to address this issue is the preparation of a Traffic Impact Analysis (TIA). For the past several decades, the preparation of a TIA was integrated into the CEQA process, in which the TIA was used primarily to analyze a project's impacts under CEQA. However, with the passage of SB 743, changes to the TIA process are necessary. Specifically, a TIA may be needed as a stand-alone document which is a requirement of project approval and will include information for decision makers that is not required as part of the CEQA process. The purpose of TIA Guidelines is to provide general instructions for analyzing the potential transportation impacts (both CEQA and non-CEQA) of proposed development projects. These guidelines present the recommended format and methodology that should generally be utilized in the preparation of TIAs. These recommendations are general guidelines and the City has the Page 628 City of Rancho Cucamonga TIA Guidelines 2020 discretion to modify the TIA requirements based on the unique characteristics of a particular project. CEQA Changes Since the last CMP TIA Guidelines update, SB 743 was finalized through the rule making process. A key element of this law is the elimination of auto delay, level of service (LOS), and other similar measures of vehicular capacity or traffic congestion as a basis for determining significant impacts. This change is intended to assist in balancing the needs of congestion management with statewide goals related to infill development, promotion of public health through active transportation, and reduction of greenhouse gas emissions. SB 743 contains amendments to current congestion management law that allows cities and counties to effectively opt -out of the LOS standards that would otherwise apply in areas where Congestion Management Plans (CMPs) are still used (including by San Bernardino County). Further, SB 743 required the Governor's Office of Planning and Research (OPR) to update the CEQA Guidelines and establish criteria for determining the significance of transportation impacts. In December 2018, OPR released their final recommended guidelines based on feedback with the public, public agencies, and various organizations and individuals. OPR recommended Vehicle Miles Traveled (VMT) as the most appropriate measure of project transportation impacts for land use projects and land use plans. For transportation projects, lead agencies may select their own preferred metric but must support their decision with substantial evidence that complies with CEQA expectations. SB 743 does not prevent a city or county from continuing to analyze delay or LOS outside of CEQA review for other transportation planning or analysis purposes (i.e., general plans, impact fee programs, corridor studies, congestion mitigation, or ongoing network monitoring); but these metrics may no longer constitute the sole basis for CEQA impacts. These TIA Guidelines have been designed to comply with the new CEQA Guidelines expectations and build on the information prepared for SBCTA's Implementation Study. Page 629 City of Rancho Cucamonga TIA Guidelines 2020 Level of Service Analysis These guidelines describe the key elements required for preparing Level of Service Analysis Reports (LOS Reports) consistent with the countywide goals toward the Congestion Management Program (CMP) in San Bernardino County. LOS Reports shall be prepared by applicants for land use projects when local criteria and thresholds indicate they are necessary. However, LOS Reports must be prepared to satisfy CMP requirements, when a proposed change in land use, development project, or at local discretion, a group of projects are forecast to equal or exceed the CMP threshold of 250 two-way peak hour trips generated, based on trip generation rates published for the applicable use or uses in the Institute of Transportation Engineers' Trip Generation or other CMA -approved data source. Pass -by trips shall not be considered in the threshold determination. However, industrial, warehousing and truck projects shall convert trucks to PCE's before applying the threshold (although, for intersection assessment, the report may appropriately adjust the highway capacity manual capacity factors to reflect the increase in heavy vehicles). However, a LOS Report which includes LOS analysis shall be required for a proposed project that meets any of the following City -specific criteria: • Projects that will add 50 or more trips during either the AM or PM peak hours to any intersection. Page 630 City of Rancho Cucamonga TIA Guidelines 2020 • Any project where variations from the standards and guidelines provided in these guidelines are being proposed. • When determined by the City Traffic Engineer that existing or proposed traffic conditions in the project vicinity have unique characteristics that warrant evaluation. LOS Report Content for Levu of Service Analysis The Level of Service (LOS) Report shall be a stand-alone document separation from other similar documents such as an EIR prepared under CEQA. Preparation of the LOS Report is the responsibility of the project applicant and must be prepared by a qualified professional. It is in the interest of all parties that the applicant and City fully understand and come to agreement on the assumptions and methodology to be used in the LOS Report prior to conducting the actual analysis. This is particularly important when considering the use of assumptions that vary from the norm. Prior to beginning the LOS analysis, the applicant shall submit a memorandum which documents the trip generation and trip distribution of the proposed project to the City. The City may request a meeting with the developer and/or preparer of the LOS Report to discuss the methodology prior to the initiation of work on the analysis. A meeting with other interested jurisdictions, where applicable, is also encouraged to address issues associated with large or extraordinary projects. The following outline and commentary represent the structure for the LOS Report. I. Introduction Set the stage for the analysis, providing background information necessary for the unfamiliar reader to understand the magnitude of the project, location of the project and special characteristics. Project, General Plan, or Specific Plan Description The description must include project size by land use type, location of project, approximate location of proposed access points to the local and regional roadway system and movements from adjacent streets allowed into and out of the project. This should be shown in a site diagram. Special characteristics of the site, such as unusual daily or seasonal peaking characteristics or heavy involvement of truck traffic, should be mentioned. Analysis Methodology Provide a general description (overview) of the process used to analyze the project. Analysis years should be specified and the approach to the modeling/traffic forecasting process should be explained. The sources of information should be identified. The study area and method for LOS analysis for the various roadway types should be identified. At a minimum, the study area must include roadways or streets with 50 or more peak -hour project trips (two-way). The study area does not end with a City or County boundary. The study area is defined by the magnitude of project trips alone. In most cases, the analysis need not extend more than five miles beyond the project site, even if there are more than 50 project trips on a local facility. However, analysis of projects in isolated areas with few access routes should be continued until the 50 -trip threshold is met. The Page 631 City of Rancho Cucamonga TIA Guidelines 2020 distribution of traffic must be shown for all roadways on which project trips occur (except those for internal circulation). The analysis of traffic operations and LOS is to be provided for the following conditions and is to include an assessment of traffic mitigation requirements for project opening day and future conditions. 1. Existing conditions — the conditions at the time of LOS Report preparation without the inclusion of the project generated trips. Existing deficiencies should be identified, but improvements to restore acceptable operations are not required. The existing conditions analysis must include the full project impact area as defined above. 2. Project opening day conditions (sometimes referred to as Background Conditions) - the conditions on the opening day of the project for two scenarios: 1) excluding the project traffic and 2) including the project traffic. Assume full trip generation impact of the site. Appropriate analysis is to be performed for project opening day conditions when deficiencies are identified to restore acceptable operations of study facilities. If it is deemed more appropriate because of the nature of the project, another intermediate scenario may be included to focus on the access requirements and/or immediate area surrounding the project, subject to a request by the City. The methodology used for distribution of project traffic at project opening day conditions is at the discretion of the City. 3. Future conditions - the conditions for two model horizon year scenarios: 1) excluding the project traffic and 2) including the project traffic. Appropriate analysis is to be performed for future conditions when deficiencies are identified to identify requirements to restore acceptable operations. In addition, a staging analysis of improvements may be required for large projects constructed over a long time period. The need for a staging analysis will be determined by the City. Please note that projects will be required to contribute only a fair share contribution toward future deficiencies that are identified. The analysis of the project opening day and future condition shall be based on, at a minimum, the AM peak -hour and PM peak -hour of the adjacent street traffic but the City may require additional analysis such as weekend or off-peak time periods depending on the scope of the development. The peak traffic generation hour of the development, if different from peak AM and PM hours, must also be identified and the total vehicle trips during the peak -hour of the generator must be estimated during the scoping phase for the project. This will facilitate a decision regarding the need to evaluate time periods other than the peak -hours of the adjacent streets. II. Existing Conditions Existing Roadway System Provide a map and brief written description of the roadway network. The number and type of lanes on freeways, major roads and other impacted streets should be identified. Signalized intersections Page 632 City of Rancho Cucamonga TIA Guidelines 2020 and plans for signalization along with other intersection traffic control such as all -way stop control or roundabouts should be identified. The existing number of lanes at study intersections should be clearly identified on a graphic and in conjunction with the LOS analysis output. Also describe the relevant portions of the future network as specified with officially approved funding sources. Existing Volumes Existing average weekday daily traffic (AWDT) should be identified for the major roadways in the study area. Historic volume growth trends in the study area should be shown. Consult the City, Caltrans and San Bernardino County Transportation Authority for additional information. Existing morning (7:00 to 9:00 AM) and evening (4:00 to 6:00 PM) peak period intersection counts should be collected at the study intersections on a Tuesday, Wednesday, or Thursday. Counts should be collected while schools are in session and during a non -holiday week. Counts should be less than one-year old. However, the City reserves the right to allow use of older counts when appropriate (such as after the COVID-19 pandemic) or other time periods when vehicle counts are considered non-standard. In general, counts should not be collected between the Thanksgiving holiday and after the first week of a new year. Existing LOS A LOS analysis must be conducted on all existing segments and intersections potentially affected by the project or plan. Urban segments (i.e., segments on streets and roadways that are generally signalized with spacing less than 2 miles) do not require segment analysis. Segment requirements can normally be determined by the analysis of lane requirements at intersections. LOS analysis must be performed using the latest version of Synchro or a software package approved by the City and compatible with software licensed by the City. The software package and version used must be identified. The existing LOS analysis for intersections will be run using existing signal timing, which should be identified from the controller programming provided by the City (although the analyst should verify signal timing through field observations). Opening day with and without project assessment will be run using existing signal timing (e.g. timing should be locked prior to evaluating opening year conditions). Optimized timing should be identified as project improvements and should consider pedestrian safety, signal coordination requirements, the California MUTCD (latest edition) and the City's timing methodologies. For future year assessment, it may be appropriate in higher growth areas of the City to optimize the "no project" signal timing and lock the timing prior to adding traffic from the project in that horizon year. The analyst shall work with the City Traffic Engineer on the appropriateness of optimizing signal timing for the assessment. Saturation flow rates are considered as average field measured saturation flow rates and in no case shall the adjusted saturation flow rates of the latest Highway Capacity Software be allowed to go lower than the specified saturation flow rates listed in these guidelines when field data is not available. However, there shall be no restriction on minimum saturation flow rates if actual saturation flow rates have been collected. Page 633 City of Rancho Cucamonga TIA Guidelines 2020 Typically, default lost time is two seconds per phase (or four seconds per critical phase) and a clearance signal time of three seconds. The peak -hour factor should be extrapolated from the existing count data collected at the beginning of the study. A peak -hour factor of 0.95 may be assumed for the opening year and future year scenarios with prior approval of the City Traffic Engineer. Variations from these values must be documented and justified. LOS analyses should be field -verified so that the results are reasonably consistent with observation and errors in the analysis are more likely to be identified such as existing congestion limiting vehicle throughput that would affect the LOS assessment. A brief commentary on existing problem areas must be included in this section, bringing existing problems to the attention of the readers. Only project opening day and future with project scenarios require that traffic operational problems be mitigated to provide LOS in conformity with the General Plan goals. Related General Plan Issues The relationship to the General Plan shall be identified. This section should provide general background information from the Traffic Circulation Element of the General Plan, including plans for the ultimate improvements, new transportation infrastructure planned for the future and other information that provides a context for how the proposed project interrelates with the future planned transportation system. III. Future Conditions Traffic Forecasts One of the primary products of the LOS analysis is the comparison of future traffic conditions both with and without the project. The primary forecasts will be for the General Plan horizon year or for the horizon year of the most recent travel demand forecasting model (SBTAM). If a project is phased over a development period past the horizon year, a buildout forecast with forecast background traffic must also be provided. There are two components of the forecast that need to be considered: background traffic and project traffic. Acceptable methodologies for these forecasts are described below. Project Traffic Forecasts Two basic alternatives are available for forecasting project traffic: • Manual method - Generate project trips using rates from the ITE Trip Generation report or from available local survey information. Distribute and assign the trips based on the location of the project relative to the remainder of the urban area and on the type of land use, use of travel survey information, or utilizing the future year travel demand model select zone. The percentage distribution should be reasonably related to the location of and the number of trips generated by zones surrounding the project. Computer-assisted trip distribution and assignment methods may be used as long as they reasonably represent the travel characteristics of the area in which the project is located. Page 634 City of Rancho Cucamonga TIA Guidelines 2020 • Use of local model - Create a zone or zones that represent the project (if not already contained in the local model). The travel demand model may be used if new zones are created to represent the project (it is unlikely that the travel demand model will already have zones small enough to represent the project). The zone or zones should include the exact representation of driveway locations with centroid connectors. It is important that the driveway representations be exact to produce acceptable turning movement volumes. Some adjustments to the turning movement volumes may be needed, depending on the adequacy of this representation. If using the travel demand model to estimate project trips for LOS assessment, reasonableness checks, including the number of trips loading at the centroid connector and production - attraction trip balancing, must be conducted and documented. The above methodologies may produce different results, both in the generation of trips and the distribution of trips. However, both methods will have application, depending on the type and size of project. It should be noted that it is the City's preference that a model select zone run shall be used for distribution and ITE trip generation rates for project trips. Background Traffic Forecasts Background traffic refers to all traffic other than the traffic associated with the project itself. The background traffic shall include intersection turning movement and segment truck volumes by classification (converted to PCE'sl). Future scenarios shall use the truck model (converted to PCEs) or 150 percent of the existing truck volume for major roads or increase the heavy vehicle factor accordingly in the capacity assessment. Several alternatives for forecasting background traffic are: • For project opening day analysis - Use growth rates proposed by the developer's consultant and accepted by the City. For intersections outside of the City, the growth rate shall be approved by the affected jurisdiction. In general, this growth rate can be derived from the regional travel demand model using linear growth assumptions. Background traffic shall also include a manual assignment of all approved projects within a five -mile radius of the project. • For horizon year - The traffic passenger vehicle and truck classification (in PCEs) models will provide the needed forecasts and if requested, passenger vehicle background plus project forecasts. The travel demand model should be used to generate intersection and segment forecasts, if a traffic refinement process is properly applied to maximize the quality and reasonableness of the forecasts. The model land use shall be reviewed to ensure it is inclusive of all approved and pending projects within a five -mile radius of the project. The background 1 For light duty trucks (such as service vehicles, buses, RV's and dual rear wheels) use a PCE of 1.5. For medium duty trucks with 3 axles use a PCE of 2.0. For heavy duty trucks with 4 axles, use a PCE of 3.0. Alternatively, the analyst may adjust the heavy vehicle factor to account for truck intensive uses in the study area. 10 Page 635 City of Rancho Cucamonga TIA Guidelines 2020 traffic will be derived by subtracting the project traffic from the forecast where the project is already represented in the model. Where the project is not represented in the model, the background traffic can be directly derived from the model (with appropriate refinement to maintain quality and reasonableness of the forecasts). A Note on Methodology for General Plans and Specific Plans: In the case of analysis of General Plan updates/amendments or specific plans, the same approach is applied as above. However, the "project" to be analyzed shall consist of the proposed land use. For deficiency determination, use the difference between the previously approved General Plan and the proposed revision to the General Plan. Unless otherwise agreed by the City, the analysis must assume the maximum intensity of land uses allowed (i.e., worst case) on the parcels to which the revision applies. All new specific plans must be analyzed based on worst case assumptions. Although General Plans may not identify specific access locations, the analysis must assume access locations that are reasonable, based on the location and size of the plan. A. Traffic Added by Project, General Plan Update/Amendment, or Specific Plan The methods for generating and distributing project trips must be consistent with the appropriate methodology listed above. The total number of trips generated by the project must be specified by land use. The source of the trip generation rates must be documented. Project trips (inbound and outbound) must be identified on a graphic map for both the AM and PM peak hour or hours being studied. Any assumed reductions in trip generation rates, such as internal trips and transit/TDM reductions must be documented. Pass -by trips may be allowed only for retail uses and fast-food restaurants. The pass -by and internal trip percentages and methodology must be consistent with state of the practice methodologies, which include the EPA's mixed-use development (MXD) trip internalization methodology and/or the methodology contained in the latest ITE Trip Generation handbook. The internal trip percentage must be justified by having a mixed-use development of sufficient size. In special cases, larger reductions may be allowed; but these must be documented, justified, and approved by the City Traffic Engineer. Reductions for transit or TDM must be accompanied by an explanation of how the strategies will actually be implemented and may require a monitoring program. Industrial and warehouse truck uses must also show the estimated number and distribution of truck trips (in PCE's) for the same hours (or the capacity assessment should reflect the revised percentage of heavy vehicles through the study intersections). The methodology utilized to obtain trip generation rates and truck percentages applied in traffic impact analyses for industrial and warehouse (including 'high -cube') land uses must be clearly defined. Trip rates shall be obtained from the latest edition of ITE's Trip Generation manual or from current and relevant studies and shall be approved by the local jurisdiction. B. Transit and TDM Considerations 11 Page 636 City of Rancho Cucamonga TIA Guidelines 2020 Transit and travel demand management strategies are a consideration in many development projects. Requirements for such considerations are contained in the TDM ordinance. Examples of items to include are location of transit stops in relationship to the proposed project, designation of ridesharing coordinator, posting of information on transit routes and ridesharing information, promotion of telecommuting and alternative work schedules, provision of transit passes, etc. C. Traffic Model Forecasts Provide a map showing link volumes by direction. All streets and roads with 50 or more peak -hour (or other required analysis time period) project trips (two-way) must be shown. The factor to derive a peak -hour from the three-hour AM peak period is 0.38. The factor to derive a peak -hour from the four-hour PM peak is 0.28. All model forecasts shall be post processed. Post processing should be consistent with NCHRP state of the practice methodologies. D. Future LOS Compute levels of service for segments and intersections based on the procedures in the latest Highway Capacity Manual. The adopted level of service standards for the CMP system are the minimum standards allowed in California Government Code Section 65089(b)(1)(B): LOS E for all segments and intersections except those designated LOS F in Chapter 2 of the CMP. In addition, a provision is made for any LOS F facility not to deteriorate greater than 10 percent below its level of service value at the time of initial CMP adoption. As of 1992, no segments or intersections within the City were operating at a LOS F. In addition to the CMP level of service standards, the City's General Plan has adopted an LOS D or better standard for all segments and intersections within the City. Copies of the volumes, intersection geometry, capacity analysis worksheets and all relevant assumptions must be included as appendices to the LOS analysis. It should be noted that the v/c ratio and implied LOS that can be output by travel demand models are different from the LOS analysis prescribed in this section. The capacities used in the model are not typically the same capacities as used in the capacity analysis. Intersections and segments on State highway facilities should be analyzed as a coordinated system. Left turn, through and right turn lane queuing analysis may be required to validate an intersection's LOS. This more detailed analysis is meant to ensure the various movements do not overflow and impede adjacent movements and is left to the discretion of the City. E. Description of Projected LOS Problems Identify resulting levels of service for intersections and segments, as appropriate, on a map for applicable time periods. Describe in the text the nature of expected LOS problems. Describe any other deficiencies that the project may also have on the roadway network, particularly access requirements. 12 Page 637 City of Rancho Cucamonga TIA Guidelines 2020 F. Project Contribution to Total New Volumes (Horizon Minus Existing) on Analyzed Links Compute the ratio of traffic generated by the proposed development to the total new traffic (including project traffic) generated between the existing condition and horizon year for each analyzed link or intersection. The purpose of this calculation is to identify the proportion of volume increase that can be attributed to the proposed project. This will be a necessary component of any deficiency plans prepared under the CMP at a later date. The calculations are to be conducted for all applicable hours. The results may be shown on a map or in a table by percentages to the nearest tenth of a percent. IV. Project Deficiencies. The identification of project deficiencies is designed to identify potential LOS problems and to address them before they occur. This will also provide a framework for establishing transportation related project conditions by the City. Deficiencies beyond the boundaries of the City must be identified in the same fashion as impacts within the City. Jurisdictions with identified deficiencies will be provided an opportunity for review of the LOS analysis. It is the responsibility of the applicant to obtain written concurrence on proposed improvements from the affected jurisdictions. For conformity with the CMP, the improvements on CMP roadways must bring the roadway into conformance with the LOS standards established for the CMP. However, the City may require conformance to higher standards, and will be determined in consultation with the City. Other Transportation Improvements Already Programmed and Fully Funded Only transportation improvements that are fully funded should be assumed in forecast for horizon year analysis. This typically consists of projects identified in the regional RTP and/or the City's Capital Improvement Program. Improvements Needed to Maintain LOS Standard These should include an evaluation of intersection turn lanes, signalization, signal coordination and link lane additions, at a minimum. Prior studies on the same sections may be furnished to the preparer of the LOS Report and such studies may be referenced if they do, in fact, provide the necessary improvements for the proposed project. However, the calculation of percentage of contribution of the project to the growth in traffic must still be provided for the appropriate time periods, as described earlier. If the physical or environmental constraints make improvements unlikely, then the contribution may be used to improve LOS elsewhere on the system or another location that would relieve traffic issues. The point of referencing a previously conducted study is to avoid unnecessary duplication of effort on the same sections of roadway. Copies of previously conducted relevant studies in the area may be obtained from the City (where available). In some cases, additional transit and TDM strategies beyond what was in the original assumptions may be necessary to provide an adequate improvement. These must be described and the method for implementation must be discussed. 13 Page 638 City of Rancho Cucamonga TIA Guidelines 2020 LOS with Improvements The LOS with improvements must be computed and shown on a map or table along with the traffic LOS without improvements. Delay values, volume/capacity ratios (if appropriate), or other measures of LOS must be included in the results (could be in an appendix) along with the letter designation. Cost Estimates The costs of mitigating deficiencies must be estimated for deficiencies that occur either within or outside the boundaries of the City. The costs must be identified separately for the City and each affected jurisdiction. Prior studies and cost estimates by SBCTA, Caltrans and other jurisdictions may be referenced if they remain current. Used together with the following fair -share cost contribution estimate will provide an approximation of project contribution to the needed improvements. This estimate is prepared for discussion purposes with the City and affected jurisdictions. It does not imply any legal responsibility or formula for contributions to improvements. If an improvement is identified as necessary to bring a deficiency into conformance with the LOS standard, but physical or environmental constraints make the improvement impractical, an equivalent contribution should be considered to improve the LOS elsewhere on the system or another location providing direct relief. Fair share percentage = project trips project trips + future development trips V. Conclusions and Recommendations Summary of Proposed Improvements and Costs Provide a summary of the deficiencies, proposed improvements and the costs of those improvements. Other Recommendations List any other recommendations that should be brought to the attention of the City or other affected jurisdictions. This may include anticipated problems beyond the horizon year or on portions of the network not analyzed. Summary List of Typical Figures and Tables to Be Included in a LOS Report: • Project location and 5 -mile limit study area (map) • Project size by land use (table) • Trips generated by land use for AM and PM weekday peak -hours of adjacent street traffic and for daily traffic inbound and outbound (table) and other applicable time periods • List of other planned transportation improvements affecting the project 14 Page 639 City of Rancho Cucamonga TIA Guidelines 2020 • Existing intersection and link volumes and levels of service (map) • Distribution and assignment of project trips (map) • Forecast traffic without project and with project for applicable time periods (map or table) • LOS without project and with project (map or table) • Improvements required to maintain LOS for project opening day and horizon year scenario impacts (map and/or table) • Ratio of project traffic to new traffic (new traffic means the difference between existing and forecast) on analyzed links or intersections (map or table) • Improvement costs broken down by City and other affected jurisdictions. Summary of Analysis Assumptions for the TIA: LOS Analysis Procedures and Assumptions Intersections • Current HCM operational analysis. • Optimized signal timing/phasing for future signal analysis, unless assumed to be in a coordinated system, in which case estimated actual cycle length is used. In general, the maximum cycle length for a single signalized intersection or system should be 130 seconds or reflective of existing signal timing (preferred) in the area. • 10 second minimum phase time, including change interval, or reflective of existing signal timing (preferred). • Average arrivals, unless a coordinated signal system dictates otherwise. • Proposed lane width. • Exclusive right turn lane is assumed to exist if pavement is wide enough to permit a separate right turn, even if it is not striped. (Minimum 20' from curb line to lane stripe). • 2 second lost time/phase (4 seconds per critical phase). • A full saturation flow rate can be assumed for an extra lane provided on the upstream of the intersection only if this lane also extends at least 600 feet downstream of the intersection (or to the next downstream intersection). • PHF = 0.95 for future analysis. • The lane utilization factor may also be set at 1.00 when the v/c ratio for the lane group approaches 1.0, as lanes tend to be more equally utilized in such situations. • For light duty trucks (such as service vehicles, buses, RV's and dual rear wheels) use a PCE of 1.5. For medium duty trucks with 3 axles use a PCE of 2.0. For heavy duty trucks with 4 axles, use a PCE of 3.0. Analyst may adjust the heavy vehicle factor in the capacity analysis to account for the presence of heavy vehicles, subject to City's review and approval. • Industrial, warehousing and other Projects with high truck percentages should convert to PCE's before applying thresholds or should appropriately adjust the heavy vehicle factor. • When field saturation flow rates and any special intersection characteristics are not available, the following field adjusted saturation flow rates are recommended for analysis. Existing and Opening Day Scenarios 15 Page 640 City of Rancho Cucamonga TIA Guidelines 2020 • Exclusive thru: 1,800 vehicles per hour green per lane (vphgpl) • Exclusive left: 1,700 vphgpl • Exclusive right: 1,800 vphgpl • Exclusive double left: 1,600 vphgpl • Exclusive triple left: 1,500 vphgpl or less Future Scenarios • Exclusive thru: 1,900 vphgpl • Exclusive left: 1,800 vphgpl • Exclusive right: 1,900 vphgpl • Exclusive double right: 1,800 vphgpl • Exclusive double left: 1,700 vphgpl • Exclusive triple left: 1,600 vphgpl or less • Note: Existing field saturation flow rates should be used if they are available and any special traffic or geometric characteristics should also be taken into account if known to affect traffic flow. Freeways • Capacity of 2,200 vehicles/hour/lane (1,600/hr/lane/HOV) • Use Caltrans truck percentages (includes trucks, buses and RV's) • Peak -hour factor of 0.98 for congested areas and 0.95 for less congested areas • Directional distribution of 55% and 45%, if using non -directional volumes from Caltrans volume book • Design speed of 70 mph Stop Controlled Intersections • Current HCM for 2 -way and 4 -way stops Project -Related Assumptions • Use the latest ITE Trip Generation Handbook or MXD model for mixed use internal trip percentages. Higher percentages must be fullyjustified. • Pass by trips - Retail uses and fast food restaurants only ■ Use ITE procedures to estimate percentage • For analysis at entry points into site, driveway volume is not reduced (i.e., trip generation rate is still the same). Rather, trips are redistributed based on the assumed prevalent directions of pass -by trips (see recommended ITE procedure). • Reductions for transit or TDM are a maximum of 10% unless higher can be justified. • Intersections will be considered deficient (LOS 7") if the critical v/c ratio equals or exceeds 1.0, even if the LOS defined by the delay value is above the defined LOS standard. Page 641 City of Rancho Cucamonga TIA Guidelines 2020 • All the computer-generated traffic forecasts need to be refined for use in LOS reports to provide the best estimate of future volumes possible. Traffic forecasts should be post processed by using "B" turns software available through SCAG or another approved methodology. However, the post processing of turning movements is restricted to local models only. 17 Page 642 City of Rancho Cucamonga TIA Guidelines 2020 CEQA Assessment - VMT Analysis A key element of SB 743, signed in 2013, is the elimination of automobile delay and LOS as the sole basis of determining CEQA impacts. The most recent CEQA guidelines, released in December 2018, recommend VMT as the most appropriate measure of project transportation impacts. However, SB 743 does not prevent a city or county from continuing to analyze delay or LOS as part of other plans (i.e., the General Plan), studies, or ongoing network monitoring. The following recommendations assist in determining VMT impact thresholds and mitigation requirements for various land use projects' Traffic Impact Analysis (TIA). Analysis Methodology For purposes of SB 743 compliance, a VMT analysis should be conducted for land use projects as deemed necessary by the City Traffic Engineer and would apply to projects that have the potential to increase the average VMT per service population (e.g., population plus employment) compared to the City boundary. Normalizing VMT per service population essentially provides a transportation efficiency metric that the analysis is based on. Using this efficiency metric allows the user to compare the project to the remainder of the City for purposes of identifying transportation impacts. Page 643 City of Rancho Cucamonga TIA Guidelines 2020 Project Screening There are three types of screening that lead agencies can apply to effectively screen projects from project -level assessment. These screening steps are summarized below: Step 1: Transit Priority Area (TPA) Screening Projects located within a TPA2 may be presumed to have a less than significant impact absent substantial evidence to the contrary. This presumption may NOT be appropriate if the project: 1. Has a Floor Area Ratio (FAR) of less than 0.75; 2. Includes more parking for use by residents, customers, or employees of the project than required by the City (if the City requires the project to supply parking); 3. Is inconsistent with the applicable Sustainable Communities Strategy (as determined by the lead agency, with input from the Metropolitan Planning Organization); or 4. Replaces affordable residential units with a smaller number of moderate- or high-income residential units. Step 2: Low VMT Area Screening Residential and office projects located within a low VMT-generating area may be presumed to have a less than significant impact absent substantial evidence to the contrary. In addition, other employment-related and mixed-use land use projects may qualify for the use of screening if the project can reasonably be expected to generate VMT per resident, per worker, or per service population that is similar to the existing land uses in the low VMT area. A low VMT area is defined as an individual traffic analysis zone JAZ) where total daily Origin/Destination (O/D) VMT per service population is lower than the City average total daily O/D VMT per service population. 3 z A TPA is defined as a half mile area around an existing major transit stop or an existing stop along a high- quality transit corridor per the definitions below. Pub. Resources Code, § 21064.3 - 'Major transit stop' means a site containing an existing rail transit station, a ferry terminal served by either a bus or rail transit service, or the intersection of two or more major bus routes with a frequency of service interval of 15 minutes or less during the morning and afternoon peak commute periods. Pub. Resources Code, § 21155 - For purposes of this section, a 'high-quality transit corridor' means a corridor with fixed route bus service with service intervals no longer than 15 minutes during peak commute hours. 3 TAZs are geographic polygons similar to Census block groups used to represent areas of homogenous travel behavior. Service population is population plus employment. Used with VMT, it provides a normalized standard unit for comparison purposes while accounting for the population and/or employment in a given area. Page 644 City of Rancho Cucamonga TIA Guidelines 2020 To identify if the project is in a low VMT-generating area, the analyst may review the SBCTA screening tool and apply the appropriate threshold (identified later in this chapter) within the tool. Additionally, as noted above, the analyst must identify if the project is consistent with the existing land use within that traffic analysis zone JAZ) and use professional judgement to determine that there is nothing unique about the project that would otherwise be mis-represented utilizing the data from the travel demand model. The SBCTA screening tool can be accessed at the following location: https:Hdevapps.fehrandpeers.com/sbctavmt/ (this link is subject to updates and source of information should be verified with City staff) The City of Rancho Cucamonga TPAs and low VMT areas can also be found in the figures attached to the end of this document. The analyst should confirm these figures are up to date and represent the latest available information. Alternative data sources can be reviewed to further refine low-VMT areas, such as Streetlight's commercially available VMT data (e.g. big data). This data source could also be reviewed to determine if it is in a low VMT area instead of the SBCTA screening tool data. For low VMT screening to be satisfied, the analyst mush verify that the project land uses would not alter the existing built environment in such a way as to increase the rate or length of vehicle trips (e.g., the proposed project is consistent with existing land use in the area, the project would be expected to contribute VMT consistent with existing land use in the area, and the project would not significantly alter travel patterns in the area). Step 3: Project Type Screening Local serving retail projects less than 50,000 square feet may be presumed to have a less than significant impact absent substantial evidence to the contrary. Local serving retail generally improves the convenience of shopping close to home and has the effect of reducing vehicle travel. In addition to local serving retail, the following uses may, at the discretion of the City, be presumed to have a less than significant impact as their uses are often local serving in nature: • Local parks • Day care centers • Local -serving retail uses less than 50,000 square feet, including: o Gas stations o Banks o Restaurants o Shopping Centers • Student housing projects on or adjacent to college campuses 20 Page 645 City of Rancho Cucamonga TIA Guidelines 2020 • Local -serving assembly uses (places of worship, community organizations) • Community institutions (public libraries, fire stations, local government) • Local serving community colleges that are consistent with the assumptions noted in the RTP/SCS • Affordable or supportive housing' • Assisted living facilities • Senior housing (as defined by HUD) • Projects generating less than 250 daily vehicle trips o This generally corresponds to the following "typical" development potentials: ■ 25 single family housing units ■ 36 multi -family, condominiums, or townhouse housing units ■ 23,000 sq. ft. of office ■ 34,000 sq. ft. of light industrial' ■ 143,000 sq. ft. of warehousing' ■ 180,000 sq. ft. of high cube transload and short-term storage warehouse' Any project that uses the designation of "local -serving" will be required to demonstrate that it's users (employees, customers, visitors) would be existing within the community. As such, the project would not generate new "demand" for the project land uses, but the land use meets existing demand that would shorten the distance that residents, employees, customers, or visitors would otherwise travel. VMT Assessment for Non -Screened Development Projects not screened through the steps above or exempt under CEQA will be required to complete a VMT analysis and forecasting through the SBTAM model to determine if they have a significant VMT impact. This analysis is to include 'project generated VMT' and 'project effect on VMT' estimates for the project TAZ (or TAZs) under the following scenarios: • Baseline conditions - This data is already available in the web screening map. • Baseline plus project for the project - The project land use would be added to the project TAZ or a separate TAZ would be created to contain the project land uses. A full base year ' The project must provide 100% of residential units as affordable or supportive housing 5 This threshold ties to historical data and patterns of development in the City for small development projects, including consideration of a project's size (and/relative to) its potential impact on VMT within the City boundary. ' Threshold may be higher depending on the tenant and the use of the site. This number was estimated using rates from ITE's Trip Generation Manual. 21 Page 646 City of Rancho Cucamonga TIA Guidelines 2020 model run would be performed and VMT changes would be isolated for the project TAZ and across the full model network. The model output must include reasonableness checks of the production and attraction balancing to ensure the project effect is accurately captured. If this scenario results in a less -than -significant impact, then additional cumulative scenario analysis may not be required (more information about this outcome can be found in the Thresholds Evaluation discussion later in this chapter). Cumulative no project - This data is available from SBCTA. Cumulative plus project - The project land use would either be added to the project TAZ or a separate TAZ would be created to contain the project land uses. The addition of project land uses should be accompanied by a reallocation of a similar amount of land use from other TAZs; especially if the proposed project is significant in size such that it would change other future developments. Land use projects will generally not change the cumulative no project control totals for population and employment growth. Instead, they will influence the land use supply through changes in general plan land use designations and zoning. If project land uses are simply added to the cumulative no project scenario, then the analysis should reflect this limitation in the methodology and acknowledge that the analysis may overestimate the project's effect on VMT. The model output should include total VMT, which includes all vehicle trips and trip purposes, and VMT per service population (population plus employment). Total VMT (by speed bin) is needed as an input for air quality, greenhouse gas (GHG), and energy impact analysis while total VMT per service population is recommended for transportation impact analysis'. Both "plus project" scenarios noted above will summarize two types of VMT: (1) project generated VMT per service population and comparing it back to the appropriate benchmark noted in the thresholds of significance, and (2) the project effect on VMT, comparing how the project changes VMT on the network' looking at Citywide VMT per service population or a sub -regional VMT per service population and comparing it to the no project condition. The analyst should clearly document the VMT methods used for the project generated VMT and the project effect on VMT. ' The VMT produced for the air quality, greenhouse gas (GHG), and energy impact analysis should use the same methodology (origin/destination) as the transportation impact analysis. However, the VMT presented in the transportation chapter will be presented as total VMT per service population, while the VMT presented in the other chapter will be as total VMT by speed bin. 8 Network -based VMT is also referred to as boundary method VMT. For most projects, boundary method for the City should be adequate. For projects located near the City limit, an alternative boundary should be considered that captures the true effect the project has on local traffic. This could be determined using average trip length to/from the site or other approach to completely capture changes in VMT. 22 Page 647 City of Rancho Cucamonga TIA Guidelines 2020 Project -generated VMT shall be extracted from the travel demand forecasting model using the origin -destination trip matrix and shall multiply that matrix by the final assignment skims. The project -effect on VMT shall be estimated using a sub -regional boundary (such as a City limit or County line) and extracting the total link -level VMT for both the no project and with project condition. In some cases, it may be appropriate to extract the project -generated VMT using the production - attraction (P/A) trip matrix instead of the origin -destination trip matrix (e.g. pulling VMT from the model at a step when trips can be tracked by trip purpose). This may be appropriate when a project is entirely composed of retail or office uses and there is a need to isolate the home -based -work (HBW) VMT for the purposes of isolating commute VMT. For most projects in the City, and especially for "mixed use" (i.e. composed of both residential and retail/office uses) projects, project - generated VMT should be extracted using the origin -destination method to provide consistency of reported VMT with the VMT used in the air quality, GHG, and energy sections of the environmental document. The City should evaluate the appropriate methodology based on the project land use types and context. A detailed description of this process is attached to these guidelines. CEQA VMT Impact Thresholds The City of Rancho Cucamonga has selected a threshold based on the baseline VMT performance in the City. VMT Impacts An example of how VMT thresholds would be applied to determine potential VMT impacts is provided below. A project would result in a significant project generated VMT impact under either of the following conditions: 1. The baseline project generated VMT per service population exceeds the City of Rancho Cucamonga baseline VMT per service population, or 2. The cumulative project generated VMT per service population exceeds the City of Rancho Cucamonga baseline VMT per service population. (As of June 2020, the baseline VMT per service population for the City of Rancho Cucamonga is 32.0 calculated using the O/D method, and 26.5 calculated using the P/A method) The project's impact on VMT would also be considered significant if it resulted in the following condition: 23 Page 648 City of Rancho Cucamonga TIA Guidelines 2020 1. The cumulative link -level boundary VMT per service population within City of Rancho Cucamonga' increases under the plus project condition compared to the no project condition. Please note that the cumulative no project shall reflect the adopted RTP/SCS; as such, if a project is consistent with the regional RTP/SCS (i.e. the adopted General Plan), then the cumulative impacts shall be considered less than significant subject to consideration of other substantial evidence. Please note that as of May 2020, the City of Rancho Cucamonga began updating its General Plan. The City plans to reevaluate their VMT impact threshold to better reflect City goals and policies related to VMT. The analyst should confirm with City staff that the most recent threshold of significance is being applied. VMT Mitigation Measures To mitigate VMT impacts, the following choices are available to the applicant: 1. Modify the project's built environment characteristics to reduce VMT generated by the project. 2. Implement transportation demand management (TDM) measures to reduce VMT generated by the project. 3. Participate in a VMT fee program and/or VMT mitigation exchange/banking program (if they exist) to reduce VMT from the project or other land uses to achieve acceptable levels As part of the SBCTA Implementation Study, key TDM measures that are appropriate to the region were identified. Measures appropriate for most of the SBCTA region are summarized in Attachment B of the TDM Strategies Evaluation Memorandum and available from SBCTA. It should be noted that the availability, applicability, and effectiveness of VMT mitigation measures is evolving and this memorandum may be out of date. Evaluation of VMT reductions should be evaluated using state - of -the -practice methodologies recognizing that many of the TDM strategies are dependent on building tenant performance over time. As such, actual VMT reduction cannot be reliably predicted and monitoring may be necessary to gauge performance related to mitigation expectations. ' Please note, that for most projects establishing a boundary of the City limits should be sufficient. However, for larger projects or projects located near the City limit, a larger boundary should be applied to ensure that the true project effect is not truncated. Typically, doubling the average trip length to/from the site could establish an appropriate boundary if the City limit is not appropriate. 24 Page 649 City of Rancho Cucamonga TIA Guidelines 2020 CEQA Assessment - Active Transportation and Public Transit Analysis Potential impacts to public transit, pedestrian facilities and travel, and bicycle facilities and travel can be evaluated using the following criteria. • A significant impact occurs if the project conflicts with adopted policies, plans, or programs regarding public transit, bicycle, or pedestrian facilities, or otherwise decreases the performance or safety of such facilities. Therefore, the TIA shall include analysis of a project to examine if it is inconsistent with adopted policies, plans, or programs regarding active transportation or public transit facilities, or otherwise decreases the performance or safety of such facilities and make a determination as to whether it has the potential to conflict with existing or proposed facilities supporting these travel modes. 25 Page 650 City of Rancho Cucamonga TIA Guidelines 2020 CE QA VNIT Transportation Impact Analysis Format The recommended TIA format for VMT analysis is as follows: 1. Executive Summary a. Table summarizing significant impacts and mitigation measures 2. Introduction a. Purpose of the TIA and study objective b. Project location and vicinity map (Exhibit) c. Project size and description d. Existing and proposed land use and zoning e. Site plan and proposed project (Exhibit) f. Proposed project opening year and analysis scenarios 3. Methodology and CEQA Significant Impact Thresholds 4. Existing Conditions a. Existing roadway network (Exhibit) b. Existing bicycle facilities (Exhibit) Page 651 City of Rancho Cucamonga TIA Guidelines 2020 c. Existing transit facilities (Exhibit) d. Existing pedestrian facilities S. Safety and Operation Improvement Analysis 6. Active Transportation and Public Transit Analysis 7. Vehicle Miles Traveled (VMT) Analysis a. Project VMT per person/employee for all analysis scenarios b. Project effect on VMT for all analysis scenarios c. Identification of VMT impacts d. Proposed VMT Mitigation Measures 8. Appendix a. Approved scope of work b. VMT and TDM calculations c. VMT and TDM mitigation calculations 27 Page 652 City of Rancho Cucamonga TIA Guidelines 2020 Attachments Detailed VMT Forecasting Information Most trip -based models generate daily person trip -ends for each TAZ across various trip purposes (home -based -work, home -based -other, and non -home-based, for example) based on population, household, and employment variables. This may create challenges for complying with the VMT guidance because trip generation is not directly tied to specific land use categories. The following methodology addresses this particular challenge among others. Production and attraction trip -ends are separately calculated for each zone, and generally: production trip -ends are generated by residential land uses and attraction trip -ends are generated by non-residential land uses. OPR's guidance addresses residential, office, and retail land uses. Focusing on residential and office land uses, the first step to forecasting VMT requires translating the land use into model terms, the closest approximations are: • Residential: home-based production trips • Office: home-based work attraction trips Note that this excludes all non -home-based trips including work -based other and other -based other trips. Page 653 City of Rancho Cucamonga TIA Guidelines 2020 The challenges with computing VMT for these two types of trips in a trip -based model are 1) production and attraction trip -ends are not distinguishable after the P/A to O/D conversion process and 2) trip purposes are not maintained after the mode choice step. For these reasons, it not possible to use the VMT results from the standard vehicle assignment (even using a select zone re- assignment). A separate post -process must be developed to re -estimate VMT for each zone that includes trip -end types and trip purposes. To calculate VMT: • Re -skim final loaded congested networks for each mode and time period • Run a custom P/A to O/D process that replicates actual model steps, but: o Keeps departure and return trips separate o Keeps trip purpose and mode separate o Converts person trips to vehicle trips based on auto occupancy rates and isolates automobile trips o Factors vehicle trips into assignment time periods • Multiply appropriate distance skim matrices by custom O/D matrices to estimate VMT • Sum matrices by time period, mode, and trip purpose to calculate daily automobile VMT • Calculate automobile VMT for individual TAZs using marginal totals: o Residential (home-based) - row of departure matrix plus column of return matrix o Office (home-based work) - column of departure matrix plus row of return matrix Appropriateness Checks Regardless of which method is used, the number of vehicle trips from the custom P/A to O/D process and the total VMT should match as closely as possible with the results from the traditional model process. The estimated results should be checked against the results from a full model run to understand the degree of accuracy. Note that depending on how each model is setup, these custom processes may or may not include IX/XI10 trips, truck trips, or special generator trips (airport, seaport, stadium, etc.). When calculating VMT for comparison at the study area, citywide, or regional geography, the same methodology that was used to estimate project specific VMT should be used. The VMT for these comparisons can be easily calculated by aggregating the row or column totals for all zones that are within the desired geography. io IX/XI trips refer to trips that start inside the model boundary and end outside of it (IX), and trips that start outside the model boundary and end inside it (XI). Page 654 Senate Bill 743 CEQA Analysis of Transportation Impacts City Council Meeting 6/17/2020 EVOLUTION OF CEQA GUIDELINES UPDATES o44'cE DFPLA,`y�ye9 C. z * � z ' QF CAL1FdQ'�\P. Revised Proposal on Updates to the CEQA Guidelines on Evaluating Transportation Impacts in CEQA Implementing Senate Bill 743 (Steinberg, 2013) SB 743 (2013) A134 7 (2013) AB 2245 (2012) Legislation requiring updates to the CEQA Guidelines AB 32 (2006) SB 97 (2007) SB 375 (2008) SB 226 AB (2011) 1358 (2008) SB 743 OVERVIEW Intent of Legislation Appropriately balance the needs of congestion management with statewide goals related to: Infill Development J No I Promote public health through active transportation (e.g. walking, biking) Reducing Greenhouse Gas Emission SB 743 IMPLEMENTATION TIMELINE September 2013 — Governor Signed SB 743 December 2018 — OPR Finalized State CEQA Guidelines December 2018 — Natural Resources Agency Updated CEQA Guidelines Agencies have until July 1St, 2020 to implement VMT thresholds 21 099 (b)(2) Upon certification of the guidelines by the Secretary of the Natural Resources Agency pursuont to this section, automobile deiay, as described solely by level ofservice or similar measures of vehicular capacityor traffic congestion shall not be considered a significant impact on the environment pursuant to this division, except in locations specifrcollyidentifred in the gaidefines, ifany. WHAT IS SB 743 TRYING TO CHANGE? From our current methodology—Vehicle Delay ❖ Eliminates use of vehicle delay, level of service (LOS), and other measures of vehicular capacity or traffic congestion as a basis for determining significant transportation impacts on the environment ➢ Currently LOS is used as a threshold in CEQA to determine improvements to mitigate impacts by increasing capacity of roadways and intersections WHAT IS SB 743 TRYING TO CHANGE? To new metrics for analysis — Vehicle Miles Traveled ❖ Introduces the use of vehicle miles traveled, a product of both trip frequency and trip length, to account for total distance traveled by a driver ➢ Requires Vehicle Miles Traveled (VMT) per capita to be the new analysis metric for determining impacts on the environment from transportation ➢ Changes where significant impacts occur and mitigations to address these impacts WHAT IS VMT? HOW DOES THE CITY COMPLY? ❖ Adopt thresholds of significance and guidance policies for land use projects ❖ Steps to analyze VMT for all projects 1) Evaluate project by screening criteria 2) Calculate VMT generated by project 3) Compare project VMT to adopted threshold 4) Document impact 5) Mitigate impact TYPES OF PROJECTS SCREENED FOR VIVIT ANALYSIS OPR Technical Advisory Recommends that certain projects can be screened from VMT Assessment: Transit Priority Area • Affordable housing • Fewer than 250 daily trips • Local serving retail less than 50,000 square feet • Local serving projects (Schools, Day Cares, Public ' nstitutions LOW VIVIT AREA IN THE CITY .�t mm ".I � IPii Sr. Upland On hmia ndmmhi dAwporl� Smumer Fehr&Pry+' 2M; SffL .2Md L—Thm 15% EWm Cily A—ge' 9d�ren 6 and lrs Than 1 S9G ki— Cif A—ge Q Figher Nrm Ciydrernge ® iimrair F'rimriy Arem ' Glf Averngr mlmhred using SHTkh{A4add. uninpmmted san Bemordno Countr I ��` Unincorporated sen Semmrdina C_ dy a-.imne L� Fmndw Cummunu Grly LintsMetdi,&9otiun Spherr of Inflame` Mek lik Adj —t of limih SBTAM Model Daily Total OD VMT per Service Pa ulation for Base Year 2016 Comparison to City Average TRAFFIC IMPACT ANALYSIS GUIDELINE A guideline to help land use projects meet CEQA &City requirements ➢ Standard procedures and format for TIA Reports ➢ Acceptable assumptions and parameters to be used ➢ Should be updated from time to time as new information arise t f r r r .1--, - _- qk � � 1 �CA N CITY OF RANCHO CUCAMONGA