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HomeMy WebLinkAbout2021/07/21- Regular Meeting Agenda Packet CITY OF RANCHO CUCAMONGA L. Dor ennis Michael REGULAR MEETING AGENDA Mayor Pro Tem July 21 , 2021 Lynne B. Kennedy 10500 Civic Center Drive MemberCouncils of the City riev: 01 Rancho Cucamonga, CA 91730 1w ww Ryan A. Hutchison Kristine D. Scott Sam Spagnolo FIRE PROTECTION DISTRICT BOARD—CITY COUNCIL HOUSING SUCCESSOR AGENCY-SUCCESSOR AGENCY—PUBLIC FINANCE AUTHORITY CLOSED SESSION TAPIA CONFERENCE ROOM 4:30 P.M. REGULAR MEETINGS COUNCIL CHAMBERS 7:00 P.M. The City Council meets 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. It Is the Intent to conclude the meeting by 10:00 p.m. unless extended by the concurrence of the City Council. Agendas, minutes, and recordings of meetings can be found at www.cityofrc.us or by contacting the City Clerk's Office at 909-774-2023. Live Broadcast available on Channel 3 (RCTV-3). CLOSED SESSION — 4:30 P.M. TAPIA CONFERENCE ROOM ROLL CALL: Mayor Michael Mayor Pro Tern Kennedy Council Members Hutchison, Scott, and 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 D1. CONFERENCE WITH LEGAL COUNSEL — EXISTING LITIGATION PURSUANT TO PARAGRAPH (1) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: HIMNEL USA, INC. d/b/a ST. MARY'S MONTESSORI SCHOOL AND GLOBAL PROPERTY HOLDINGS LLC VS. CITY OF RANCHO CUCAMONGA, SBSC CASE NO.: CIVDS 2014554. — (CITY) CITY COUNCIL VISION STATEMENT Page 1 "Our Vision is to build on our success as a world class community, to create an equitable, sustainable, and vibrant city, rich in opportunity for all to thrive." D2. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION PURSUANT TO PARAGRAPH (1) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: PEPE'S INC. V. CITY OF RANCHO CUCAMONGA, UNITED STATES DISTRICT COURT, CENTRAL DISTRICT OF CALIFORNIA, CASE NO. 5:20CV02506JGBSP- (CITY) D3. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY LOCATED AT 12467 BASELINE ROAD IDENTIFIED AS PARCEL NUMBERS 1090331030000, 1090331040000, 1089581040000; NEGOTIATING PARTIES JOHN GILLISON, CITY MANAGER REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND JOSEPH FILIPPI, JOSEPH FILIPPI WINERY AND VINEYARDS; REGARDING PRICE AND TERMS. - (CITY) D4. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY GENERALLY LOCATED AT THE NORTH WEST CORNER OF HAVEN AVENUE AND CIVIC CENTER DRIVE IDENTIFIED AS PARCEL NUMBER 020833140; AND 020833147; NEGOTIATING PARTIES JOHN GILLISON, CITY MANAGER AND MATT BURRIS, DEPUTY CITY MANAGER REPRESENTING THE CITY OF RANCHO CUCAMONGA; AND CHRIS HYUN, JRC REAL ESTATE INVESTMENT CORP REGARDING PRICE AND TERMS. (CITY) D5. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY GENERALLY LOCATED AT THE SOUTH WEST CORNER OF SAN BERNARDINO RD. AND KLUSMAN ROAD IDENTIFIED AS PARCEL NUMBER 0208-151-24-0000 COMMONLY KNOWN AS 9591 SAN BERNARDINO RD., RANCHO CUCAMONGA, CA 91730; NEGOTIATING PARTIES JOHN GILLISON, CITY MANAGER REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND EDUARDO ESPINOZA, CUCAMONGA VALLEY WATER DISTRICT; REGARDING PRICE AND TERMS. - CITY E. RECESS — Closed Session to Recess to the Regular City Council Meeting at 7:00 P.M. in the Council Chambers at City Hall, 10500 Civic Center Drive, Rancho Cucamonga, California. CITY COUNCIL VISION STATEMENT Page 2 "Our Vision is to build on our success as a world class community, to create an equitable, sustainable, and vibrant city, rich in opportunity for all to thrive." REGULAR MEETING - 7:00 P.M. COUNCIL CHAMBERS PLEDGE OF ALLEGIANCE ROLL CALL: Mayor Michael Mayor Pro Tern Kennedy Council Members Hutchison, Scott, and Spagnolo A. AMENDMENTS TO THE AGENDA B. ANNOUNCEMENT / PRESENTATIONS B1. Presentation of a Certificate of Recognition to Rancho Cucamonga Police Department Deputy --- Joe Silva for Heroically Rescuing a Resident from a Structure Fire. C. PUBLIC COMMUNICATIONS Members of the City Council also sit as the Fire Board, Housing Successor Agency, Successor Agency, and Public Finance Authority. This is the time and place for the general public to address the Fire Protection District, Housing Successor Agency, Successor Agency, Public Financing 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 Financing 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 Financing 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 noncontroversial. They will be acted upon at one time without discussion. Any item may be removed by a Council Member for discussion. Members of the City Council also sit as the Fire Board, Housing Successor Agency, Successor Agency, and Public Finance Authority. Council is acting in all capacities with respect to its actions on the Consent Calendars. CITY COUNCIL VISION STATEMENT Page 3 "Our Vision is to build on our success as a world class community, to create an equitable, sustainable, and vibrant city, rich in opportunity for all to thrive." D. CONSENT CALENDAR - D1. Consideration of Meeting Minutes for the Regular Meetings of June 16, 2021. 7 D2. Consideration to Approve City and Fire District Bi-Weekly Payroll in the Total Amount of 16 $1,891,155.22 and City and Fire District Weekly Check Registers (Excluding Checks Issued to Southern California Gas Company) in the Total Amount of$2,588,812.06 Dated June 28, 2021 Through July 11 , 2021 and City and Fire District Electronic Debit Registers for the Month of June in the Total Amount of$5,771,600.03. (CITY/FIRE) D3. Consideration to Approve City and Fire District Weekly Check Registers for Checks Issued to 25 Southern California Gas Company in the Total Amount of $9,905.20 Dated June 28, 2021 Through July 11, 2021. (CITY/FIRE) D4. Consideration to Receive and File Current Investment Schedules as of June 30, 2021 for the 27 City of Rancho Cucamonga and the Rancho Cucamonga Fire Protection District. (CITY/FIRE) D5. Consideration of Resolutions Approving the Special Tax Levy for Community Facilities District 66 Nos. 85-1 and 88-1 for Fiscal Year 2021/22. (RESOLUTION NO. FD 2021-023, RESOLUTION NO. FD 2021-024) (FIRE) D6. Consideration of a Resolution Adopting an Amendment to the Fire Support Services 86 Association Salary Schedule for Fiscal Year 2021-2022. (RESOLUTION NO. FD 2021-021) (FIRE) D7. Consideration of a Resolution Confirming Unpaid Weed and Fire Hazard Abatement Fees and 92 Authorizing a Special Assessment on Affected Parcels on the Next Tax Roll. (RESOLUTION NO. 2021-080) (CITY) D8. Consideration of a Professional Services Agreement with HdL Coren & Cone for Property Tax100 Management, Information, and Audit Services. (CITY) D9. Consideration of Amendment No. 13 to the Professional Service Agreement with All City Management Services, Inc. for Crossing Guard Services (CO#13-50) Renewing the Agreement 102 for Fiscal Years 2021/2022 and 2022/2023. (CITY) D10.Consideration of an Offer to Purchase the Real Property Owned by the City Located at the 107 Southerly Terminus of Layton Street South of La Mesa Drive by Cucamonga Valley Water District. (CITY) D11.Recommendation to Reject All Bids Received for the Traffic Signal Modification at Base Line 110 Road and Spruce Avenue Project. (CITY) D12.Consideration of Amendment No. 5 to the Professional Services Agreement with Commercial 114 Cleaning Systems (CO 17-141) for Citywide Janitorial Services in an Amount Not to Exceed $1,038,181 FY 2021/2022. (CITY) CITY COUNCIL VISION STATEMENT Page 4 "Our Vision is to build on our success as a world class community, to create an equitable, sustainable, and vibrant city, rich in opportunity for all to thrive." D13.Recommendation to Reject All Bids Received for the Central Park Dog Park project. (CITY) 116 D1 4.Consideration of Resolutions Approving the Special Tax Levy for Various Community Facilities 121 Districts and the Special Annual Benefit Assessment for Drainage Area No. 91-2 for Fiscal Year 2021/22. (RESOLUTION NO'S. 2021-063, 2021-064, 2021-065, 2021-066, 2021-067, 2021-068, 2021-069, 2021-070, 2021-071 , 2021-072, 2021-073, 2021-074, 2021-075 AND 2021-076) (CITY) E. CONSENT CALENDAR ORDINANCE(S) - SECOND READING/ADOPTION E1. Consideration of Second Reading and Adoption of Ordinance No. 982, to be Read by Title 221 Only and Waive Further Reading, Amending Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to Modify Administrative Procedures within the Development Code and Establish New Zoning Districts, Amend Land Uses and Definitions and Create New Development Standards for Industrial Development within the City. This Item is Exempt from the Requirements of the California Environmental Quality Act (CEQA) and the City's CEQA Guidelines under CEQA Guidelines Section 15061(b)(3) (DRC2021-00170). (ORDINANCE NO. 982) (CITY) F. ADMINISTRATIVE HEARING ITEM(S) G. ADVERTISED PUBLIC HEARINGS ITEM(S) - CITY/FIRE DISTRICT G1. Consideration of a Resolution Adopting the Fire District's General Fund Final Budget for Fiscal 321 Year 2021/22. (RESOLUTION NO. FD 2021-022) (FIRE) G2. Consideration of Resolutions Confirming the Diagrams and Assessments and Ordering the 324 Levy and Collection of Annual Assessments for Landscape Maintenance Districts; Street Lighting Maintenance Districts; and Park and Recreation Improvement District No. PD-85 for Fiscal Year 2021/22. (RESOLUTION NO. 2021 -077, RESOLUTION NO. 2021-078, RESOLUTION NO. 2021-079) (CITY) H. CITY MANAGER'S STAFF REPORT(S) I. COUNCIL BUSINESS 11. COUNCIL ANNOUNCEMENTS (Comments to be limited to three minutes per Council Member.) --- CITY COUNCIL VISION STATEMENT Page 5 "Our Vision is to build on our success as a world class community, to create an equitable, sustainable, and vibrant city, rich in opportunity for all to thrive." 12. INTERAGENCY UPDATES --- (Update by the City Council to the community on the meetings that were attended.) J. CITY ATTORNEY ITEMS: K. IDENTIFICATION OF ITEMS FOR NEXT MEETING L. ADJOURNMENT 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. LINDA A. TROYAN, MMC CITY CLERK SERVICES DIRECTOR 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. CITY COUNCIL VISION STATEMENT Page 6 "Our Vision is to build on our success as a world class community, to create an equitable, sustainable, and vibrant city, rich in opportunity for all to thrive." June 16, 2021 CITY OF RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, HOUSING SUCCESSOR AGENCY, SUCCESSOR AGENCY, PUBLIC FINANCE AUTHORITY AND CITY COUNCIL REGULAR MEETINGS MINUTES The City Council of the City of Rancho Cucamonga held a closed session on Wednesday, June 16, 2021, 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, Mayor Pro Tern 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. A. ANNOUNCEMENT OF CLOSED SESSION ITEM(S) B. PUBLIC COMMUNICATIONS ON CLOSED SESSION ITEM(S) No public communications were made. C. CITY MANAGER ANNOUNCEMENTS None. D. CONDUCT OF CLOSED SESSION D1. CONFERENCE WITH LEGAL COUNSEL — EXISTING LITIGATION PURSUANT TO PARAGRAPH (1) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: HIMNEL USA, INC. d/b/a ST. MARY'S MONTESSORI SCHOOL AND GLOBAL PROPERTY HOLDINGS LLC VS. CITY OF RANCHO CUCAMONGA, SBSC CASE NO.: CIVDS 2014554. — (CITY) D2. CONFERENCE WITH LEGAL COUNSEL — EXISTING LITIGATION PURSUANT TO PARAGRAPH (1) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: CITY OF RANCHO CUCAMONGA V. DR LANDMARK, INC.; POWER MEDIC TECHNOLOGIES, INC.; HOFER PROPERTIES, LLC; AND DOES 1 THROUGH 5 INCLUSIVE, SBSC CASE NO.: CIVDS 1904713 — (CITY) D3. CONFERENCE WITH LEGAL COUNSEL — EXISTING LITIGATION PURSUANT TO PARAGRAPH (1) OF SUBDIVISION (D) OF SECTION 54956.9; NAME OF CASE: PEPE'S INC. V. CITY OF RANCHO CUCAMONGA, UNITED STATES DISTRICT COURT, CENTRAL DISTRICT OF CALIFORNIA, CASE NO. 5:20CV02506JGBSP— (CITY) D4. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY LOCATED AT 12467 BASELINE ROAD IDENTIFIED AS PARCEL NUMBERS 1090331030000, 1090331040000, 1089581040000; NEGOTIATING PARTIES JOHN GILLISON, CITY MANAGER REPRESENTING THE CITY OF RANCHO CUCAMONGA, AND JOSEPH FILIPPI, JOSEPH FILIPPI WINERY AND VINEYARDS; REGARDING PRICE AND TERMS. — (CITY) D5. CONFERENCE WITH LEGAL COUNSEL- EXISTING LITIGATION PURSUANT TO GOVERNMENT CODE SECTION 54956.9(A)-SOUTHWEST VOTER REGISTRATION EDUCATION PROJECT AND LOUISA OLLAGUE V. CITY OF RANCHO CUCAMONGA; CASE NO. CIVRS 1603632.- (CITY) June 16, 2021 1 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 9 Page 7 D6. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PER GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY GENERALLY LOCATED AT THE NORTH WEST CORNER OF HAVEN AVENUE AND CIVIC CENTER DRIVE IDENTIFIED AS PARCEL NUMBER 0208-331-40; AND 0208-331-47; NEGOTIATING PARTIES JOHN GILLISON, CITY MANAGER AND MATT BURRIS, DEPUTY CITY MANAGER REPRESENTING THE CITY OF RANCHO CUCAMONGA; AND CHRIS HYUN, JRC REAL ESTATE INVESTMENT CORP REGARDING PRICE AND TERMS. —CITY D7. PERFORMANCE EVALUATION PER GOVERNMENT CODE SECTION 54957 (TITLE: CITY ATTORNEY)—CITY E. RECESS The closed session recessed at 6:30 p.m. REGULAR MEETING - 7:00 p.m. CALL TO ORDER - COUNCIL CHAMBERS 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 16, 2021, 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, Mayor Pro Tern Lynne Kennedy, and Mayor L. Dennis Michael. Also present were: John Gillison, City Manager; Nicholas Ghirelli, Assistant City Attorney, and Linda A. Troyan, MMC, Director of City Clerk Services. Council Member Hutchison led the Pledge of Allegiance. City Manager Gillison announced that due to recent actions by the Governor regarding COVID-19, this is the last meeting with no members of the public in attendance. He stated that the July 7, 2021 Regular City Council meeting will be open to the public. 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. A. AMENDMENTS TO THE AGENDA None. B. ANNOUNCEMENTS/PRESENTATIONS B1. Presentation of a Proclamation to Al Arguello, Longtime Member of Community and Arts Foundation, Inland Empire Market President at Bank of America for his Retirement after 53 years of Service. Mayor Michael announced that due to COVID-19 and social distancing requirements, the recognition would be presented virtually to Al Arguello, longtime Member of Community and Arts Foundation, who was watching the presentation from the safety of his home via RCTV-3. Mayor Michael and Members of the City Council presented the Proclamation to Al Arguello, Inland Empire Market President at Bank of America for his Retirement after 53 years of Service. June 16, 2021 1 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 9 Page 8 B2. Presentation of a Certificate of Recognition to Suzanne Buquet, Nancy Mendoza, and Soo Myland for their years of volunteer work at the Animal Center and for their dedicated service as Board Members of the Animal Care Foundation. Mayor Michael announced that due to COVID-19 and social distancing requirements, the recognition would be presented virtually to Animal Care Foundation Board Members: Suzanne Buquet, Nancy Mendoza, and Soo Myland, for their dedicated service as Board Members of the Animal Care Foundation. Board Members were watching the presentation from the safety of their homes via RCTV-3.Veronica Fincher,Animal Services Director, presented a PowerPoint showcasing accomplishments and achievements of the Animal Care Foundation. Mayor Michael and Members of the City Council presented Certificates of Recognition to Animal Care Foundation Board Members: Suzanne Buquet, Nancy Mendoza, and Soo Myland. B3. Presentation of the 2021 Public Technology Institute Solutions Award to the City of Rancho Cucamonga. Darryl Polk, Director of Innovation and Technology and Shelly Munson, Deputy Director of Innovation and Technology spoke on the importance of Cybersecurity and shared that the City of Rancho Cucamonga was recently presented with the 2021 Public Technology Institute Solutions Award. B4. Presentation of Rancho Cucamonga's Ranking -2021's Best&Worst Places to Raise a Family. Jennifer Camacho-Curtis, Community Affairs Officer and Flavio Nunez, Management Analyst II, presented a PowerPoint presentation on survey results from Wallet Hub: 2021's Best&Worst Places to Raise a Family, noting that the City of Rancho Cucamonga ranked number 32 out of 182 U.S. cities and number 8 in the State of California. C. PUBLIC COMMUNICATIONS Via phone call, Francisco(last name unknown)spoke on dry brush located near his home and expressed his concern of the dry brush being a fire hazard. He asked that the Rancho Cucamonga Fire Protection District address his safety concerns. City Manager Gillison noted that a Fire Marshall would be contacting the resident within 24 hours to address his concerns. D. CONSENT CALENDAR D1. Consideration of Meeting Minutes for the Regular Meetings of June 2, 2021. D2. Consideration to Approve City and Fire District Bi-Weekly Payroll in the Total Amount of$1,793,749.51 and City and Fire District Weekly Check Registers (Excluding Checks Issued to Southern California Gas Company) in the Total Amount of $5,292,283.11 Dated May 24, 2021 Through June 06, 2021 and City and Fire District Electronic Debit Registers for the Month of May in the Total Amount of $1,025,533.68. (CITY/FIRE) D3. Consideration to Approve City and Fire District Weekly Check Registers for Checks Issued to Southern California Gas Company in the Total Amount of$16,083.79 Dated May 24, 2021 Through June 06, 2021. (CITY/FIRE) D4. Consideration to Receive and File Current Investment Schedules as of May 31, 2021 for the City of Rancho Cucamonga and the Rancho Cucamonga Fire Protection District. (CITY/FIRE) D5. Consideration of an Amended and Restated Professional Services Agreement with Richards, Watson & Gershon, a Professional Corporation, for Legal Services. (CITY/FIRE/ PUBLIC FINANCE) June 16, 2021 1 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 9 Page 9 D6. Consideration of Amendment No. 004 to the Professional Services Agreement with Inland Empire Property Services, Incorporated for Weed and Fire Hazard Abatement Services in the Amount of $10,000 and Authorize Appropriations in the Amount of$10,000 in both the Revenue and Expenditure Accounts. (FIRE) D7. Consideration of a Resolution Adopting the Rancho Cucamonga Fire Protection District Salary Schedules for Fiscal Year 2021-22. (RESOLUTION NO. FD 2021-012) (FIRE) D8. Consideration of a Professional Services Agreement with CR&A, Inc. for the Fabrication, Personalization, Installation, and Removal of Armed Forces Banners in the Amount of $22,000 Annually; Not to Exceed $154,000 Over a Seven-Year Period. (CITY) D9. Consideration to Accept Public Improvements on the East Side of East Avenue and North of the Foothill Freeway (SR-210) per the Improvement Agreement, Related to Case No. SUBTT18122, as Complete, File the Notice of Completion, and Authorize Release of Bonds. (CITY) D10. Consideration to Accept Public Improvements Related to Tract No. 20080 as Complete, Located on the Northwest Corner of Hermosa Avenue and Victoria Street, Submitted by Hermosa, LLC, a Limited Liability Company. File the Notice of Completion, and Authorize Release of Bonds. (CITY) D11. Consideration of a Contract with Bligh Pacific for the Animal Care & Adoption Center - Roof Maintenance & Repair Project in the Amount of$185,780. (CITY) D12. Consideration of Amendment No. 01 to Professional Services Agreement with Siemens Mobility, Inc. (CO19-111)for Streetlight Knockdown Services for Fiscal Year 2021/22. (CITY) D13. Consideration of Amendment No. 01 to Professional Services Agreement with Siemens Mobility, Inc. (CO19-112)for Annual Streetlight Maintenance Services for Fiscal Year 2021/22. (CITY) D14. Consideration to Accept Public Improvements Located at the Northeast Corner of 6th Street and Charles Smith Avenue, Related to Case No. DRC2006-01012, as Complete, File the Notice of Completion, and Authorize Release of Bonds. (CITY) D15. Consideration of an Agreement with the County of San Bernardino for the 800 MHz Radio Communications System Access/Paging and Equipment Maintenance Services, in an amount not to exceed $184,675 in FY 2021-22 and an Estimated Total Contract Amount of $923,375 over Five Years. (CITY) D16. Consideration to Adopt a Resolution, Approving the Salary Schedules for Fiscal Year 2021-22 for Job Classifications Employed by the City Including a Part-time Employee Benefit Summary. (RESOLUTION NO. 2021-047) (CITY) D17. Consideration of a Contract with Gentry General Engineering, Inc., in an Amount of$252,796 plus a Contingency of$57,367 for the Citywide Concrete Repair- FY 2020/2021 Project. (CITY) D18. Consideration of an Appropriation in the Amount of$6,000 from the Fiber Optic Network Fund (Fund 711)for the Purchase of Fiber Optic Equipment from Power&Telephone. (CITY) D19. Consideration of a Contract with Pacific Contractors Group, Inc. for the Parks Painting Project FY 20-21 in the Amount of$75,340. (CITY) D20. Consideration to Adopt a Resolution Allocating Road Maintenance and Rehabilitation (RMRA) Program Funds for Fiscal Year 2021/22. (RESOLUTION NO. 2021-049) (CITY) June 16, 2021 1 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 9 Page 10 MOTION: Moved by Council Member Hutchison, seconded by Mayor Pro Tern Kennedy, to approve Consent Calendar Items D1 through D20, with Council Member Scott abstaining from item D3 due to her employment with Southern California Gas Company. Motion carried, 5-0. E. CONSENT CALENDAR ORDINANCE(S) - SECOND READING/ADOPTION No items. F. ADMINISTRATIVE HEARING ITEM(S) F1. Consideration of Public Convenience or Necessity DRC2021-00027-Grocery Outlet-A Request for a Public Convenience or Necessity (PCN) Determination for Alcoholic Beverage Sales for Off-Site Consumption (Type-21 Off-Sale Beer, Wine, and Distilled Spirits) For a Grocery Store (Grocery Outlet) Located in the Community Commercial (CC) District at 9040 Foothill Boulevard — APN: 0208-101-20. (RESOLUTION NO. 2021-046) (CITY) City Manager Gillison introduced Mena Abdul-Ahad, Assistant Planner, and Sean McPherson, Senior Planner, who presented a PowerPoint providing a project overview of the proposed floor plan of the subject site and spoke on the undue concentration of off-sale alcohol licenses in the subject census tract. Staff recommended that the City Council deny the determination of Public Convenience or Necessity DRC2021- 00027 for Grocery Outlet by adopting a resolution of denial and forward a copy to the Department of Alcoholic Beverage Control (ABC). Correspondence was received from Applicant, Pat Barber, and provided to the City Council to oppose item F1. Mayor Michael opened the Administrative Hearing. Applicant, Pat Barber, addressed the City Council via teleconference and provided a corporate overview on Grocery Outlet's corporate culture, growth, products, pricing, store operations, and competition. Via phone call, Two (2) public communications were made by Retchemendy and Katie Shardt in opposition to denying a Determination of Public Convenience or Necessity (DRC2021-00027)for alcoholic beverage sales for off-site consumption (Type-21 Off-Sale Beer, Wine, and Distilled Spirits)for a Grocery Store (Grocery Outlet). Mayor Michael closed the Administrative Hearing. City Attorney Ghirelli informed the City Council that both State Law and the Municipal Code did not define what is publicly convenient or necessary. He stated that the City Council decides what factors they want to apply on a case-by-case basis. City Manager Gillison asked the staff if Grocery Outlet had offered to make the store larger before today's meeting. Assistant Planner McPherson answered that staff was unaware of the applicant's offer to enlarge the size of the store over 20,000 sq. ft. City Manager Gillison noted that the current policy outlines a number of exceptions, including lot size and that this is the first time staff is aware of the offer made by the applicant to enlarge the size of the store over the 20,000 sq. ft. threshold. Council discussion ensued regarding the applicant's comment of expanding the lot size over the 20,000 sq. ft. threshold, over-concentration of off-sale alcohol licenses in the subject census tract, public safety concerns, proximity to schools, DUI occurrences, and alignment with Healthy RC initiatives. City Manager Gillison asked that the City Council provide a decision on the Public Convenience or Necessity (PCN)determination and provide staff feedback on the new policy as a whole to help staff make decisions moving forward as the City receives multiple requests on Public Convenience or Necessity (PCN) determinations. June 16, 2021 1 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 9 Page 11 Council discussion ensued regarding: percentage of alcohol retail space in-store, grocery store benefits/ community needs, consumer savings, benefits of store expansion over the 20,000 sq. ft. threshold, overconcentration concerns, different types of liquor licenses, store hours, and the demographics of underserved areas and guidelines to distinguish convenient stores from grocery stores. Mayor Michael asked Mr. Barber if Grocery Outlet would consider expanding the lot size to 20,000 sq. ft., if Grocery Outlet sells distilled spirits along with beer and wine and if not granted the Public Convenience or Necessity (PCN) determination for Alcoholic Beverage Sales would Grocery Outlet still open. Via teleconference, Applicant, Pat Barber, answered that Grocery Outlet would be willing to expand the lot size to 20,000 sq. ft. and consider a Type 20 Liquor License permitting only the sale of Beer and Wine as distilled spirits are less than 1% of Grocery Outlet store sales. He stated that if not granted the Public Convenience or Necessity(PCN)determination for Alcoholic Beverage Sales Grocery Outlet would be at a disadvantage with the competition and would not open. Council discussion ensued regarding how discounts are calibrated, savings being applied to alcohol pricing, average size of other Grocery Outlet stores, current size of the project site, and different types of Liquor Licenses. Via teleconference, Applicant Pat Barber answered that savings applied across all product types and that all savings were calculated and documented to support discount claims. Additionally, he noted that most Grocery Outlet locations were in the 20,000 sq ft threshold and that the existing property was under the 20,000 sq. ft. but would be willing to expand. Assistant City Attorney Ghirelli clarified that if the City Council chose to approve the Public Convenience or Necessity (PCN) determination for Alcoholic Beverage Sales for Off-Site Consumption (Type-21 Off-Sale Beer, Wine,And Distilled Spirits), staff would be directed to come back with a Resolution making the findings to approve the Public Convenience or Necessity (PCN) determination or if the applicant is willing to apply for a Type 20 Liquor License permitting only the sale of Beer and Wine the City Council would move forward with staff's recommendation, denying a Determination of Public Convenience or Necessity (DRC2021-00027) for Alcoholic Beverage Sales For Off-Site Consumption (Type-21 Off-Sale Beer, Wine, And Distilled Spirits) and the applicant would then re-apply for a Type 20 Liquor License permitting only the sale of Beer and Wine and come back to a future City Council Meeting for approval of the Determination of Public Convenience or Necessity (PCN). MOTION: Moved by Council Member Spagnolo, seconded by Council Member Scott, to adopt Resolution No. 2021-046, Denying a Determination of Public Convenience or Necessity (DRC2021-00027) for Alcoholic Beverage Sales For Off-Site Consumption(Type-21 Off-Sale Beer,Wine,And Distilled Spirits)for a Grocery Store (Grocery Outlet) Located in the Community Commercial (CC) District and the Foothill Boulevard Overlay District of the Foothill Boulevard Specific Plan at 9040 Foothill Boulevard; and Making Findings In Support Thereof—APN: 0208-101-20 and bring back a Determination of Public Convenience or Necessity(DRC2021-00027)for Alcoholic Beverage Sales For Off-Site Consumption (Type-20 Liquor License permitting only the sale of Beer and Wine) for City Council approval with a condition of staff's verification of Grocery Outlet expanding its store size over the 20,000 sq ft threshold. Motion carried, 5-0. The City Council recessed at 8:52 p.m. and reconvened at 8:58 p.m. G. ADVERTISED PUBLIC HEARING ITEM(S) - CITY/FIRE DISTRICT G1. Public Hearing for Consideration of Introduction and First Reading of Ordinance No. 982, to be Read by Title Only and Waive Further Reading, Amending Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to Modify Administrative Procedures within the Development Code and Establish New Zoning Districts, Amend Land Uses and Definitions and Create New Development Standards for Industrial Development within the City. This Item is Exempt from the Requirements of the California Environmental Quality Act (CEQA) and the City's CEQA Guidelines under CEQA Guidelines Section 15061(b)(3) (DRC2021-00170). (ORDINANCE NO. 982) (CITY) June 16, 2021 1 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 9 Page 12 City Manager Gillison introduced Matt Burris, Deputy City Manager, Anne McIntosh, Planning Director, Jennifer Nakamura, Management Analyst II and Baldwin Ngai,Associate Engineer,who presented a PowerPoint providing an overview of the proposed Industrial Code Amendment including: Industrial Development impact on traffic and public services, analysis of traffic impacts, use of Vehicle Miles Traveled (VMT) metric, Zoning District Renaming/Consolidation, Land Use updates, modification of truck queueing standards, Industrial Moratorium, engagement/ outreach with industrial stakeholders, the evolution of new standards and guidelines for industrial development and consistency with General Plan. Management Analyst Nakamura clarified that the proposed Industrial Code Amendment is not part of Plan RC and the City's General Plan update and is not an implementation tool of the new General Plan, currently out for public review. Staff provided two options for the City Council's consideration: Option 1: Discuss and conduct the first reading of Ordinance No. 982 or Option 2: Continue the hearing to July 7, 2021, and direct staff to respond to comments received the last 36 hours. Staff noted the receipt of nine (9) letters in opposition to item G1 from Craig Scheu from Scheu Management Corporation, Hans Van Ligten from Rutan & Tucker, LLC., Bradford B. Kuhn from Nossaman, LLP. (2 letters received from Nossaman, LLP), Guillermo Calvillo from Calvillo Consulting Services, Matthew Nelson from Gresham Savage Nolan&Tilden, Bill Blankenship from NAIOP IE Chapter, Christopher Sanford from Black Creek Group, William Bullen from CP Logistics Vineyard, LLC. and Jonathan Shardlow, Shareholder from Gresham Savage Nolan &Tilden. Correspondence received was provided to the City Council. Mayor Michael opened the Public Hearing. Via phone call, Eight (8) public communications were made by Tracy Inscore, Stephanie Clark, Paige Gosney, Katrina DeArmey, Robert Pontelle, Bill Blankenship, Jonathan Shardlow, and Guillermo Calvillo in opposition to item G1. Assistant City Attorney Ghirelli responded to one of the arguments made during public communications regarding Brown Act violations and stated that there was no violation to the Brown Act as the Agenda was posted 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. He noted that no changes were made to the agenda and that the Staff Report for item G1 was made available to the public at the same time as City Council on Monday, June 14, 2021. MOTION: Moved by Council Member Hutchison, seconded by Council Member Scott, to continue the Public Hearing item to the Regular City Council Meeting on July 7, 2021, at 7:00 p.m. in the Council Chambers, 10500 Civic Center Drive, Rancho Cucamonga, CA 91730 and direct staff to respond to comments received in the last 36 hours. Motion carried, 5-0. G2. Public Hearing to Consider a Resolution to Set Residential and Commercial Solid Waste Collection Rates Within the City of Rancho Cucamonga. (RESOLUTION NO. 2021-048) (CITY) City Manager Gillison introduced Linda Ceballos, Environmental Programs Manager, who presented a PowerPoint providing an overview of the proposed Solid Waste and Recycling Collection rate adjustments. Ms. Ceballos noted that the last increase was approved in November 2019 and went into effect January 1, 2020, and that per the City's agreement, Burrtec may request a bi-annual increase of no more than five(5) percent over the prior rate period. She informed that Standard Residential Rates would increase by $1.38/month, Senior Rates would increase by$.93/month, and the increase for businesses on average would be 5%. Ms. Ceballos informed that staff received 14 Written Protests and 46 phone inquiries regarding the proposed rate adjustments. Ms. Ceballos concluded by recommending the City Council to approve the proposed rate adjustment and stated that if approved, the effective date of the rate adjustments would be July 1, 2021. Ms. Ceballos noted the receipt of fourteen (14) written protests in opposition to an increase in solid waste rates from: Zhitong Sheng, Ankur Khana, Frank Newton, Christina Ferrari, Kristie Sepulveda-Burchit, Alan Chan, Mary Felberg, Alvaro Montoya, Tia Marshall, Hongzhe Li, Lupita Rowley, Michael Alvarez, Anil Kheraj and J.L. McRae. Correspondence received was provided to the City Council. June 16, 2021 1 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 9 Page 13 Mayor Michael opened the Public Hearing. Via phone call, Brittany Bunk spoke about trash collecting concerns and spoke in opposition to increasing trash rates in the City. Mayor Michael closed the Public Hearing. Council Member Hutchison asked staff to address correspondence received from Kristie Sepulveda-Burchit inquiring if there are discount rates for those with disabilities. Environmental Programs Manager Ceballos responded that there is currently no discount offered through Burrtec Waste Industries and that staff would reach out to Burrtec for more information. Council Member Hutchison informed staff that he was made aware that residents were having a difficult time contacting the customer service line for Burrtec and if they were aware and if the issue has been resolved. Environmental Programs Manager Ceballos responded that Burrtec was recently the victim of a cyber-attack and had some of their IT systems compromised, affecting their Customer Service but that their systems are back up with Customer Service available to assist. Timing of the cyber-attack was unfortunate, but all has returned to normalcy. MOTION: Moved by Council Member Spagnolo, seconded by Council Member Scott, to adopt Resolution No. 2021-048,to set Residential and Commercial Solid Waste Collection Rates within the City of Rancho Cucamonga. Motion carried 5-0. H. CITY MANAGERS STAFF REPORT(S) H1. Consideration to Adopt the Electric Vehicle (EV) Readiness Plan. (CITY) City Manager Gillison introduced Fabian Villenas, Principal Management Analyst and Leila Shiblak, CivicSpark Fellow, who presented a PowerPoint providing an overview of the Electric Vehicle (EV) Readiness Plan including: Preparing for next wave of Electric Vehicles, community interest in Electric Vehicles, providing charging infrastructure to support growing EV adoption and Equitable access to EV technology. Staff recommended that the City Council adopt the Electric Vehicle (EV) Readiness Plan. MOTION: Moved by Council Member Scott, seconded by Mayor Pro Tern Kennedy, to adopt the Electric Vehicle (EV) Readiness Plan. Motion carried 5-0. I. COUNCIL BUSINESS 11. Consideration of the City Council Library Subcommittee's Recommendation to Appoint Members to the Library Board of Trustees. (CITY) MOTION: Moved by Council Member Spagnolo,seconded by Council Member Hutchison, to appoint Kristen Murrieta-Morales, Eva Miller, and Riley Wells to each serve a three-year term on the Library Board of Trustees concluding June 30, 2024. Motion carried 5-0. 12. COUNCIL ANNOUNCEMENTS None. 13. INTER-AGENCY UPDATES None. June 16, 2021 1 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes City of Rancho Cucamonga I Page 8 of 9 Page 14 J. CITY ATTORNEY ITEMS Assistant City Attorney Ghirelli thanked the City Council on behalf of City Attorney James L. Markman and RWG Law for selecting them to continue to serve the City Council and City of Rancho Cucamonga. K. IDENTIFICATION OF ITEMS FOR NEXT MEETING None. L. ADJOURNMENT Mayor Michael adjourned the meeting at 10:50 p.m. Respectfully submitted, Linda A. Troyan, MMC City Clerk Services Director Approved: June 16, 2021 1 Fire Protection District, Housing Successor Agency, Successor Agency, Public Finance Authority and City Council Regular Meetings Minutes City of Rancho Cucamonga I Page 9 of 9 Page 15 ti NONRR � a CITY OF RANCHO CUCAMONGA m �l DATE: July 21, 2021 TO: Mayor and Members of the City Council President and Members of the Boards of Directors FROM: John R. Gillison, City Manager INITIATED BY: Tamara L. Oatman, Finance Director Veronica Lopez, Accounts Payable Supervisor SUBJECT: Consideration to Approve City and Fire District Bi-Weekly Payroll in the Total Amount of $1,891,155.22 and City and Fire District Weekly Check Registers (Excluding Checks Issued to Southern California Gas Company) in the Total Amount of $2,588,812.06 Dated June 28, 2021 Through July 11, 2021 and City and Fire District Electronic Debit Registers for the Month of June in the Total Amount of $5,771,600.03. (CITY/FIRE) RECOMMENDATION: Staff recommends City Council/Board of Directors of the Fire Protection District approve payment of demands as presented. Bi-weekly payroll is $1,019,755.59 and $871,399.63 for the City and the Fire District, respectively. Weekly check register amounts are $2,492,488.88 and $96,323.18 for the City and the Fire District, respectively. Electronic Debit Register amounts are $488,615.75 and $5,282,984.28 for the City and the Fire District, respectively. BACKGROUND: N/A ANALYSIS: N/A FISCAL IMPACT: Adequate budgeted funds are available for the payment of demands per the attached listing COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: N/A ATTACHMENTS: Attachment 1 —Weekly Check Register Attachment 2 — Electronic Check Register Page 16 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 6/28/2021 through 7/11/2021 Check No. Check Date Vendor Name Ca Fire Amount AP 00012729 06/30/2021 ALL CITY MANAGEMENT SERVICES INC 26,534.03 0.00 26,534.03 AP 00012730 06/30/2021 BEST BEST&KRIEGER LLP 180.00 0.00 180.00 AP 00012731 06/30/2021 CALIF GOVERNMENT VEBA/RANCHO CUCAMONGA 23,637.40 0.00 23,637.40 AP 00012732 06/30/2021 FEHR&PEERS 14,212.50 0.00 14,212.50 AP 00012733 06/30/2021 RCCEA 1,545.25 0.00 1,545.25 AP 00012734 06/30/2021 RCPFA 12,732.70 0.00 12,732.70 AP 00012735 06/30/2021 SARGENT TOWN PLANNING INC 83,800.00 0.00 83,800.00 AP 00012736 07/01/2021 AIRGAS USA LLC 233.79 382.53 616.32 *** AP 00012737 07/01/2021 BIBLIOTHECA LLC 2,904.95 0.00 2,904.95 AP 00012738 07/01/2021 CITRUS MOTORS ONTARIO INC 0.00 27.84 27.84 AP 00012739 07/01/2021 LN CURTIS AND SONS 0.00 359.09 359.09 AP 00012740 07/01/2021 MINUTEMAN PRESS 3,205.64 0.00 3,205.64 AP 00012741 07/01/2021 OFFICE DEPOT 832.63 622.75 1,455.38 *** AP 00012742 07/01/2021 PH&S PRODUCTS LLC 0.00 4,536.00 4,536.00 AP 00012743 07/01/2021 PSA PRINT GROUP 148.70 0.00 148.70 AP 00012744 07/07/2021 360 DEEP CLEANING LLC 0.00 10,038.00 10,038.00 AP 00012745 07/07/2021 ACTIVE NETWORK LLC 850.00 0.00 850.00 AP 00012746 07/07/2021 ELECNOR BELCO ELECTRIC INC 299,575.85 0.00 299,575.85 AP 00012747 07/07/2021 GEMINI PROJECTS 5,000.00 0.00 5,000.00 AP 00012748 07/07/2021 HAMPTON YOGA 108.50 0.00 108.50 AP 00012749 07/07/2021 RICHARDS WATSON AND GERSHON 11,242.00 0.00 11,242.00 AP 00418534 06/30/2021 49ER COMMUNICATIONS INC 0.00 455.73 455.73 AP 00418535 06/30/2021 ABLE BUILDING MAINTENANCE 6,732.10 730.00 7,462.10 *** AP 00418536 06/30/2021 ADAPT CONSULTING INC 770.43 0.00 770.43 AP 00418537 06/30/2021 ADOBE ANIMAL HOSPITAL 300.00 0.00 300.00 AP 00418538 06/30/2021 ADVANCED CHEMICAL TRANSPORT INC 2,501.00 0.00 2,501.00 AP 00418539 06/30/2021 AFLAC GROUP INSURANCE 24.58 0.00 24.58 AP 00418540 06/30/2021 ALTA VISTA MOBILE HOME PARK 397.59 0.00 397.59 AP 00418541 06/30/2021 ALTUM GROUP,THE 4,819.00 0.00 4,819.00 AP 00418542 06/30/2021 AMARAL,VALENTINA 48.38 0.00 48.38 AP 00418543 06/30/2021 AMS PLANNING&RESEARCH CORP 7,175.00 0.00 7,175.00 AP 00418544 06/30/2021 AMTECH ELEVATOR SERVICES 2,019.60 0.00 2,019.60 AP 00418545 06/30/2021 ANIMAL CARE EQUIPMENT&SERVICES 3,929.09 0.00 3,929.09 AP 00418546 06/30/2021 ANIXTER INC 8,490.70 0.00 8,490.70 AP 00418547 06/30/2021 ARCHIBALD PET HOSPITAL 200.00 0.00 200.00 AP 00418548 06/30/2021 ASCENT ENVIRONMENTAL INC 45,265.25 0.00 45,265.25 AP 00418549 06/30/2021 ATLAS PLANNING SOLUTIONS 3,330.00 0.00 3,330.00 AP 00418550 06/30/2021 AUTO&RV SPECIALISTS INC 80.96 0.00 80.96 AP 00418551 06/30/2021 BAKIRI,GHULUM 982.00 0.00 982.00 AP 00418552 06/30/2021 BANK OF NEW YORK MELLON,THE 1,750.00 0.00 1,750.00 AP 00418553 06/30/2021 BARBARA'S ANSWERING SERVICE 552.00 0.00 552.00 AP 00418554 06/30/2021 BERLITZ LANGUAGES INC 65.00 0.00 65.00 AP 00418555 06/30/2021 BOEHRINGER INGELHEIM ANIMAL HEALTH USA INC 168.36 0.00 168.36 AP 00418558 06/30/2021 C V W D 87,447.39 0.00 87,447.39 AP 00418559 06/30/2021 CA LLC-ALTA LAGUNA MHP 400.00 0.00 400.00 AP 00418560 06/30/2021 Ca1CPA 435.00 0.00 435.00 AP 00418561 06/30/2021 CALIF ANIMAL WELFARE ASSOC 180.00 0.00 180.00 User: VLOPEZ-Veronica Lopez Page: 1 Current Date: 07/12/2021 Report:CK_AGENDA REG_PORTRAIT_CONSOLIDATED-CK:Agenda Check Register Portrait Layout Page flme: 08:26:45 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 6/28/2021 through 7/11/2021 Check No. Check Date Vendor Name Ca Fire Amount AP 00418562 06/30/2021 CALIFORNIA,STATE OF 314.11 0.00 314.11 AP 00418563 06/30/2021 CALIFORNIA,STATE OF 127.52 0.00 127.52 AP 00418564 06/30/2021 CALIFORNIA,STATE OF 415.97 0.00 415.97 AP 00418565 06/30/2021 CALIFORNIA,STATE OF 342.73 0.00 342.73 AP 00418566 06/30/2021 CALIFORNIA,STATE OF 32.26 0.00 32.26 AP 00418567 06/30/2021 CASA VOLANTE MOBILE HOME PARK 600.00 0.00 600.00 AP 00418568 06/30/2021 CASTRO,PAULO 20.00 0.00 20.00 AP 00418569 06/30/2021 CHAMPION AWARDS&SPECIALTIES 376.05 0.00 376.05 AP 00418570 06/30/2021 CHAPARRAL HEIGHTS MOBILE HOME PARK 300.00 0.00 300.00 AP 00418571 06/30/2021 CHINO MOWER&ENGINE SERVICE 1,384.27 0.00 1,384.27 AP 00418572 06/30/2021 CHOW,NAOMI 512.00 0.00 512.00 AP 00418573 06/30/2021 CINTAS CORPORATION #150 2,027.64 159.67 2,187.31 *** AP 00418574 06/30/2021 CIRCLEPOINT 11,612.50 0.00 11,612.50 AP 00418575 06/30/2021 CIVIC SOLUTIONS INC 16,200.00 0.00 16,200.00 AP 00418576 06/30/2021 CLASSE PARTY RENTALS 0.00 708.50 708.50 AP 00418577 06/30/2021 CLIMATEC LLC 6,179.26 0.00 6,179.26 AP 00418578 06/30/2021 COAST RECREATION INC 12,870.72 0.00 12,870.72 AP 00418579 06/30/2021 COMMUNITY WORKS DESIGN GROUP 4,004.28 0.00 4,004.28 AP 00418580 06/30/2021 COSTAR REALTY INFORMATION INC 2,181.96 0.00 2,181.96 AP 00418581 06/30/2021 COUNTS UNLIMITED 660.00 0.00 660.00 AP 00418582 06/30/2021 COVETRUS NORTH AMERICA 1,296.29 0.00 1,296.29 AP 00418583 06/30/2021 CREATIVE BRAIN LEARNING LLC 277.90 0.00 277.90 AP 00418584 06/30/2021 CRIME SCENE STERI-CLEAN LLC 540.00 0.00 540.00 AP 00418585 06/30/2021 DATA TICKET INC 8,589.36 0.00 8,589.36 AP 00418586 06/30/2021 DATAMARS INC 2,003.60 0.00 2,003.60 AP 00418587 06/30/2021 ECONO FENCE COMPANY INC 0.00 8,970.00 8,970.00 AP 00418588 06/30/2021 ELANCO US INC 172.00 0.00 172.00 AP 00418589 06/30/2021 EPLASTERING INC 49.16 0.00 49.16 AP 00418590 06/30/2021 EXPRESS BRAKE SUPPLY INC 87.07 0.00 87.07 AP 00418591 06/30/2021 FIRST AID 2000 689.60 0.00 689.60 AP 00418592 06/30/2021 FRONTIER COMM 99.14 0.00 99.14 AP 00418593 06/30/2021 FRONTIER COMM 304.67 710.91 1,015.58 *** AP 00418594 06/30/2021 FRONTIER COMM 141.00 328.99 469.99 *** AP 00418595 06/30/2021 FUEL SERV 0.00 190.00 190.00 AP 00418596 06/30/2021 GASB 307.00 0.00 307.00 AP 00418597 06/30/2021 GATEWAY PET CEMETERY&CREMATORY 285.00 0.00 285.00 AP 00418598 06/30/2021 GRAINGER 1,630.77 0.00 1,630.77 AP 00418599 06/30/2021 GRAYBAR ELECTRIC COMPANY INC 0.00 549.32 549.32 AP 00418600 06/30/2021 GROVES ON FOOTHILL,THE 200.00 0.00 200.00 AP 00418601 06/30/2021 HILLS PET NUTRITION SALES INC 2,325.49 0.00 2,325.49 AP 00418602 06/30/2021 HMC ARCHITECTS 15,090.74 0.00 15,090.74 AP 00418603 06/30/2021 HOLLANDSWORTH,TRESA 60.00 0.00 60.00 AP 00418604 06/30/2021 HOMETOWN AMERICA RAMONA VILLA 500.00 0.00 500.00 AP 00418605 06/30/2021 HR GREEN PACIFIC INC 5,830.00 0.00 5,830.00 AP 00418606 06/30/2021 HUMANE SOCIETY OF SAN BERNARDINO VALLEY 100.00 0.00 100.00 AP 00418607 06/30/2021 IDEXX DISTRIBUTION INC 2,080.78 0.00 2,080.78 AP 00418608 06/30/2021 IMAGINATION PLAYGROUND 6,475.00 0.00 6,475.00 User: VLOPEZ-Veronica Lopez Page: 2 Current Date: 07/12/2021 Report:CK_AGENDA REG_PORTRAIT_CONSOLIDATED-CK:Agenda Check Register Portrait Layout Page flne: 08:26:45 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 6/28/2021 through 7/11/2021 Check No. Check Date Vendor Name Ca Fire Amount AP 00418609 06/30/2021 INLAND DESERT SECURITY&COMMUNICATIONS INC 58.00 0.00 58.00 AP 00418610 06/30/2021 INLAND OVERHEAD DOOR COMPANY 2,000.00 0.00 2,000.00 AP 00418611 06/30/2021 JAVA CONNECTIONS LLC 193.95 0.00 193.95 AP 00418612 06/30/2021 JOHNNY ALLEN TENNIS ACADEMY 3,684.00 0.00 3,684.00 AP 00418613 06/30/2021 KNIGHT LEADERSHIP SOLUTIONS 1,904.12 0.00 1,904.12 AP 00418614 06/30/2021 KVAC ENVIRONMENTAL SERVICES INC 3,448.04 0.00 3,448.04 AP 00418615 06/30/2021 LIEBERT CASSIDY WHITMORE 2,802.00 74.00 2,876.00 *** AP 00418616 06/30/2021 LISA WISE CONSULTING 56,489.67 0.00 56,489.67 AP 00418617 06/30/2021 MARIPOSA LANDSCAPES INC 6,295.70 0.00 6,295.70 AP 00418618 06/30/2021 MARTINEZ,RAUL 112.00 0.00 112.00 AP 00418619 06/30/2021 MCINTOSH,ANNE 1,188.50 0.00 1,188.50 AP 00418620 06/30/2021 MEDIWASTE DISPOSAL 40.00 0.00 40.00 AP 00418621 06/30/2021 MG PETROLEUM INC 583.00 0.00 583.00 AP 00418622 06/30/2021 MIDWEST TAPE 3,610.43 0.00 3,610.43 AP 00418623 06/30/2021 MIELKE,DAN 168.11 0.00 168.11 AP 00418624 06/30/2021 MONROY,REBECCA 500.00 0.00 500.00 AP 00418625 06/30/2021 MOUNTAIN VIEW SMALL ENG REPAIR 2,456.66 0.00 2,456.66 AP 00418626 06/30/2021 NAPA AUTO PARTS 71.00 538.90 609.90 *** AP 00418627 06/30/2021 NATIONAL CNG&FLEET SERVICE 938.75 0.00 938.75 AP 00418628 06/30/2021 NEIGHBORS,ZACK 57.68 0.00 57.68 AP 00418629 06/30/2021 NEIUBER,ROBERT 200.00 0.00 200.00 AP 00418630 06/30/2021 NELISSEN,ARABELLA 6.99 0.00 6.99 AP 00418631 06/30/2021 NEWSDATA LLC 1,550.00 0.00 1,550.00 AP 00418632 06/30/2021 NINYO&MOORE 0.00 2,793.00 2,793.00 AP 00418633 06/30/2021 NV51NC 6,544.98 0.00 6,544.98 AP 00418634 06/30/2021 ONLY CREMATIONS FOR PETS INC 11155.00 0.00 1,155.00 AP 00418635 06/30/2021 ONTARIO SPAY AND NEUTER INC 350.00 0.00 350.00 AP 00418636 06/30/2021 ONTRAC 20.13 0.00 20.13 AP 00418637 06/30/2021 ONWARD ENGINEERING 1,760.00 0.00 1,760.00 AP 00418638 06/30/2021 PARKER,DAVID A 15,000.00 0.00 15,000.00 AP 00418639 06/30/2021 PATTON SALES CORP 1,928.70 0.00 1,928.70 AP 00418640 06/30/2021 PFM ASSET MANAGEMENT LLC 12,678.89 499.12 13,178.01 *** AP 00418641 06/30/2021 PHAM,NGA 314.69 0.00 314.69 AP 00418642 06/30/2021 PINES MOBILE HOME PARK,THE 100.00 0.00 100.00 AP 00418643 06/30/2021 POWER&TELEPHONE SUPPLY COMPANY 12,938.02 0.00 12,938.02 AP 00418644 06/30/2021 PRE-PAID LEGAL SERVICES INC 60.17 0.00 60.17 AP 00418645 06/30/2021 PRIVATE BRAND MFG 859.07 0.00 859.07 AP 00418646 06/30/2021 QUADIENT INC 594.87 0.00 594.87 AP 00418647 06/30/2021 RANCHO SMOG CENTER 89.90 0.00 89.90 AP 00418648 06/30/2021 RDO EQUIPMENT COMPANY 235.86 0.00 235.86 AP 00418649 06/30/2021 RED WING BUSINESS ADVANTAGE ACCOUNT 319.99 0.00 319.99 AP 00418650 06/30/2021 RESOURCE BUILDING MATERIALS 425.61 0.00 425.61 AP 00418651 06/30/2021 SAN BERNARDINO COUNTY TRANSPORTATION 0.00 2,264.14 2,264.14 AP 00418652 06/30/2021 SAN BERNARDINO CTY TAX COLLECTOR 300.00 0.00 300.00 AP 00418653 06/30/2021 SBPEA 2,471.51 0.00 2,471.51 AP 00418654 06/30/2021 SECC CORP 3,601.47 0.00 3,601.47 AP 00418655 06/30/2021 SHEAKLEY PENSION ADMINISTRATION 462.15 178.15 640.30 *** User: VLOPEZ-Veronica Lopez Page: 3 Current Date: 07/12/2021 Report:CK_AGENDA REG_PORTRAIT_CONSOLIDATED-CK:Agenda Check Register Portrait Layout Page Wme: 08:26:45 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 6/28/2021 through 7/11/2021 Check No. Check Date Vendor Name Ca Fire Amount AP 00418656 06/30/2021 SHERIFFS COURT SERVICES 100.00 0.00 100.00 AP 00418659 06/30/2021 SOCAL OFFICE TECHNOLOGIES 1,470.62 301.68 1,772.30 *** AP 00418660 06/30/2021 SOCAL PPE 0.00 275.50 275.50 AP 00418661 06/30/2021 SOCIAL VOCATIONAL SERVICES 2,132.00 0.00 2,132.00 AP 00418665 06/30/2021 SOUTHERN CALIFORNIA EDISON 6,507.65 875.10 7,382.75 *** AP 00418666 06/30/2021 SOUTHERN CALIFORNIA EDISON 0.00 1,534.80 1,534.80 AP 00418667 06/30/2021 SOUTHERN CALIFORNIA EDISON 6,961.01 0.00 6,961.01 AP 00418668 06/30/2021 SOUTHERN CALIFORNIA EDISON 2,354.97 0.00 2,354.97 AP 00418669 06/30/2021 STABILIZER SOLUTIONS INC 1,209.37 0.00 1,209.37 AP 00418670 06/30/2021 STANDARD INSURANCE COMPANY 11,766.87 0.00 11,766.87 AP 00418671 06/30/2021 STANDARD INSURANCE COMPANY 3,448.42 0.00 3,448.42 AP 00418672 06/30/2021 STRATEGIC ECONOMICS INC 7,663.75 0.00 7,663.75 AP 00418673 06/30/2021 SUPERION LLC 990.00 0.00 990.00 AP 00418674 06/30/2021 SYCAMORE VILLA MOBILE HOME PARK 400.00 0.00 400.00 AP 00418675 06/30/2021 THOMPSON,JOHN 58.80 0.00 58.80 AP 00418676 06/30/2021 TINKER GLASS CONTRACTORS INC 990.00 0.00 990.00 AP 00418677 06/30/2021 TIREHUB LLC 2,899.03 0.00 2,899.03 AP 00418678 06/30/2021 TORO TOWING 300.00 0.00 300.00 AP 00418679 06/30/2021 TORRES,RUTH 42.00 0.00 42.00 AP 00418680 06/30/2021 UC REGENTS 140.00 0.00 140.00 AP 00418681 06/30/2021 UNITED SITE SERVICES OF CA INC 301.45 0.00 301.45 AP 00418682 06/30/2021 UNITED WAY 45.00 0.00 45.00 AP 00418683 06/30/2021 UNIVERSAL FLEET SUPPLY 0.00 342.85 342.85 AP 00418684 06/30/2021 UPS 154.13 0.00 154.13 AP 00418685 06/30/2021 UPSCO POWERSAFE SYSTEMS INC 8,800.00 0.00 8,800.00 AP 00418686 06/30/2021 US BANCORP 2,116.81 0.00 2,116.81 AP 00418687 06/30/2021 VALLEY POWER SYSTEMS INC 0.00 305.52 305.52 AP 00418688 06/30/2021 VCA CALIFORNIA VETERINARY SPECIALISTS 183.02 0.00 183.02 AP 00418689 06/30/2021 VCA CENTRAL ANIMAL HOSPITAL 235.32 0.00 235.32 AP 00418690 06/30/2021 VEND U COMPANY 285.83 0.00 285.83 AP 00418691 06/30/2021 VETS CHOICE RADIOLOGY 205.00 0.00 205.00 AP 00418692 06/30/2021 VICTOR MEDICAL COMPANY 10,227.73 0.00 10,227.73 AP 00418693 06/30/2021 WALTERS WHOLESALE ELECTRIC CO 1,007.48 0.00 1,007.48 AP 00418694 06/30/2021 WAXIE SANITARY SUPPLY 1,448.25 0.00 1,448.25 AP 00418695 06/30/2021 WEI,KEVIN 1,500.00 0.00 1,500.00 AP 00418696 06/30/2021 WELLINGTON,MARK OR JILLIANNE 95.00 0.00 95.00 AP 00418697 06/30/2021 WEST COAST ARBORISTS INC 41,494.00 0.00 41,494.00 AP 00418698 06/30/2021 WEST COAST ARBORISTS INC 18,458.00 0.00 18,458.00 AP 00418699 06/30/2021 WESTRUX INTERNATIONAL INC 0.00 110.09 110.09 AP 00418700 06/30/2021 WILBUR-ELLIS COMPANY 1,639.11 0.00 1,639.11 AP 00418701 06/30/2021 WINZER CORPORATION 0.00 120.06 120.06 AP 00418702 06/30/2021 YE,QING 48.34 0.00 48.34 AP 00418703 06/30/2021 ZOETIS US LLC 1,624.02 0.00 1,624.02 AP 00418705 07/07/2021 FLAG SYSTEMS INC 1,500.00 0.00 1,500.00 AP 00418706 07/07/2021 G&M BUSINESS INTERIORS 4,215.67 0.00 4,215.67 AP 00418707 07/07/2021 GUEVARRA,JOSEF 5,000.00 0.00 5,000.00 AP 00418708 07/07/2021 KAISER FOUNDATION HEALTH PLAN INC 243,831.50 0.00 243,831.50 User: VLOPEZ-Veronica Lopez Page: 4 Current Date: 07/12/2021 Report:CK_AGENDA REG_PORTRAIT_CONSOLIDATED-CK:Agenda Check Register Portrait Layout Page Wine: 08:26:45 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 6/28/2021 through 7/11/2021 Check No. Check Date Vendor Name Ca Fire Amount AP 00418709 07/07/2021 RAGAN COMMUNICATIONS INC 34.99 0.00 34.99 AP 00418710 07/07/2021 RANCHO CUCAMONGA CHAMBER OF COMMERCE 3,166.00 0.00 3,166.00 AP 00418711 07/07/2021 RANCHO CUCAMONGA TOWN SQUARE 53,480.21 0.00 53,480.21 AP 00418712 07/07/2021 SOUTHERN CALIFORNIA ASSOC OF GOVERNMENTS 18,323.00 0.00 18,323.00 AP 00418713 07/07/2021 SWANK MOTION PICTURES INC 960.00 0.00 960.00 AP 00418714 07/07/2021 TARGET SOLUTIONS LEARNING LLC 0.00 4,040.00 4,040.00 AP 00418715 07/07/2021 THE APR WONDER GROUP LLC 971.00 0.00 971.00 AP 00418716 07/07/2021 VISION COMMUNICATIONS CO 225.00 0.00 225.00 AP 00418717 07/07/2021 AALEWIS,JESSICA 180.96 0.00 180.96 AP 00418718 07/07/2021 ADENIHUN,MARGARET 107.00 0.00 107.00 AP 00418719 07/07/2021 AGUIRRE,CHRISTINA 99.90 0.00 99.90 AP 00418720 07/07/2021 ALLERGY&ASTHMA CENTER INC 597.35 0.00 597.35 AP 00418721 07/07/2021 ANIXTER INC 195,477.90 0.00 195,477.90 AP 00418722 07/07/2021 AUFBAU CORPORATION 0.00 12,371.00 12,371.00 AP 00418723 07/07/2021 AYNES,ANGELINA 80.18 0.00 80.18 AP 00418724 07/07/2021 BRAUN BLAISING SMITH WYNNE 1,420.03 0.00 1,420.03 AP 00418725 07/07/2021 BRULLO,CARL 24.95 0.00 24.95 AP 00418726 07/07/2021 C V W D 222.63 519.46 742.09 *** AP 00418727 07/07/2021 C V W D 203.16 474.04 677.20 *** AP 00418728 07/07/2021 C V W D 238.80 0.00 238.80 AP 00418735 07/07/2021 C V W D 124,781.19 411.65 125,192.84 *** AP 00418736 07/07/2021 CAL FIRE 0.00 560.00 560.00 AP 00418737 07/07/2021 CARCIOPPOLO,DONOVAN 127.00 0.00 127.00 AP 00418738 07/07/2021 CCS ORANGE COUNTY JANITORIAL INC 142.00 0.00 142.00 AP 00418739 07/07/2021 CENTRAL SUPPLY INTERNATIONAL 0.00 799.40 799.40 AP 00418740 07/07/2021 CERTIFIED TOWING INC 125.00 0.00 125.00 AP 00418741 07/07/2021 CHARTER COMMUNICATIONS 4,695.58 6,437.38 11,132.96 *** AP 00418742 07/07/2021 CINTAS CORPORATION #150 0.00 275.90 275.90 AP 00418743 07/07/2021 CODING MINDS INC 469.00 0.00 469.00 AP 00418744 07/07/2021 COMMONWEALTH LAND TITLE COMPANY 1,500.00 0.00 1,500.00 AP 00418745 07/07/2021 CONSTON,CHARLES 100.00 0.00 100.00 AP 00418746 07/07/2021 CONTRERAS,MARIA 229.53 0.00 229.53 AP 00418747 07/07/2021 CREATIVE BRAIN LEARNING LLC 594.90 0.00 594.90 AP 00418748 07/07/2021 CUENZA-UVAS,AIDA 9.15 0.00 9.15 AP 00418749 07/07/2021 DANCE TERRIFIC 455.00 0.00 455.00 AP 00418750 07/07/2021 EMPIRE ECONOMICS INC 10,000.00 0.00 10,000.00 AP 00418751 07/07/2021 EXECUTIVE AUTO DETAIL 0.00 360.00 360.00 AP 00418752 07/07/2021 FLEETPRIDE 0.00 123.91 123.91 AP 00418753 07/07/2021 FORD,ELIZABETH 50.25 0.00 50.25 AP 00418754 07/07/2021 FORTUNE FENCING 450.00 0.00 450.00 AP 00418755 07/07/2021 G&M BUSINESS INTERIORS 48.05 0.00 48.05 AP 00418756 07/07/2021 GRAPHICS FACTORY PRINTING INC 786.58 0.00 786.58 AP 00418757 07/07/2021 HAMILTON,MONIQUE 364.00 0.00 364.00 AP 00418758 07/07/2021 HENKELS&MCCOY INC 223,137.15 0.00 223,137.15 AP 00418759 07/07/2021 HENRY SCHEIN INC 0.00 910.27 910.27 AP 00418760 07/07/2021 HOYT LUMBER CO,S M 0.00 25.56 25.56 AP 00418761 07/07/2021 IDEXX DISTRIBUTION INC 716.04 0.00 716.04 User: VLOPEZ-Veronica Lopez Page: 5 Current Date: 07/12/2021 Report:CK_AGENDA REG_PORTRAIT_CONSOLIDATED-CK:Agenda Check Register Portrait Layout Page ilme: 08:26:45 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 6/28/2021 through 7/11/2021 Check No. Check Date Vendor Name Ca Fire Amount AP 00418762 07/07/2021 INTERVET INC 2,567.25 0.00 2,567.25 AP 00418763 07/07/2021 JURADO,MICHAEL 567.59 0.00 567.59 AP 00418764 07/07/2021 LA ROCQUE BETTER ROOFS INC 481.24 0.00 481.24 AP 00418765 07/07/2021 LEWIS INVESTMENT CO.LLC 356,140.87 0.00 356,140.87 AP 00418766 07/07/2021 LIFE-ASSIST INC 0.00 1,577.15 1,577.15 AP 00418767 07/07/2021 MANAGEMENT PARTNERS INC 3,600.00 0.00 3,600.00 AP 00418768 07/07/2021 MARSHALL,SYLVIA 513.00 0.00 513.00 AP 00418769 07/07/2021 MARTINEZ DE AMIS,ERIKA 34.56 0.00 34.56 AP 00418770 07/07/2021 MC AVOY&MARKHAM 14,896.44 0.00 14,896.44 AP 00418771 07/07/2021 MELLO,TERRI 350.00 0.00 350.00 AP 00418772 07/07/2021 MESERVE,JOHN ROBERT 45.00 0.00 45.00 AP 00418773 07/07/2021 MUSIC STAR 123.90 0.00 123.90 AP 00418774 07/07/2021 NEWCO DISTRIBUTORS INC 1,898.56 0.00 1,898.56 AP 00418775 07/07/2021 OROZCO,OSCAR 567.59 0.00 567.59 AP 00418776 07/07/2021 OWEN GROUP LIMITED PARTNERSHIP 48,092.80 15,187.20 63,280.00 *** AP 00418777 07/07/2021 PAGE WILLIAMS,ALEXANDRIA 10.46 0.00 10.46 AP 00418778 07/07/2021 PATEL,RAVI 55.40 0.00 55.40 AP 00418779 07/07/2021 PEP BOYS 51.67 0.00 51.67 AP 00418780 07/07/2021 PROHEALTH PARTNERS A MEDICAL GROUP INC 0.00 1,855.00 1,855.00 AP 00418781 07/07/2021 PVP COMMUNICATIONS INC 2,131.12 0.00 2,131.12 AP 00418782 07/07/2021 REYNA,ALVARO 505.00 0.00 505.00 AP 00418783 07/07/2021 ROHR STEEL INC 1,278.99 0.00 1,278.99 AP 00418784 07/07/2021 SAFE-ENTRY TECHNICAL INC 0.00 455.63 455.63 AP 00418785 07/07/2021 SECC CORP 3,601.48 0.00 3,601.48 AP 00418786 07/07/2021 SHARRAB,MAHA 369.00 0.00 369.00 AP 00418787 07/07/2021 SHOETERIA INC 524.58 0.00 524.58 AP 00418788 07/07/2021 SHRED PROS 118.00 0.00 118.00 AP 00418789 07/07/2021 SILVER&WRIGHT LLP 0.00 690.00 690.00 AP 00418794 07/07/2021 SOUTHERN CALIFORNIA EDISON 4,534.02 112.64 4,646.66 *** AP 00418795 07/07/2021 SOUTHERN CALIFORNIA EDISON 47.17 0.00 47.17 AP 00418796 07/07/2021 SUN BADGE CO 0.00 95.77 95.77 AP 00418797 07/07/2021 SUPERION LLC 17,341.46 0.00 17,341.46 AP 00418798 07/07/2021 SYSTEMS SOURCE INC 3,608.53 0.00 3,608.53 AP 00418799 07/07/2021 TESLA ENERGY OPERATIONS INC 373.66 0.00 373.66 AP 00418800 07/07/2021 TESLA ENERGY OPERATIONS INC 373.66 0.00 373.66 AP 00418801 07/07/2021 TESLA INC. 38,306.81 8,210.63 46,517.44 *** AP 00418802 07/07/2021 THOMAS,JANIS 22.50 0.00 22.50 AP 00418803 07/07/2021 TIREHUB LLC 0.00 278.49 278.49 AP 00418804 07/07/2021 U.S.BANK PARS ACCT#6746022500 21,193.22 0.00 21,193.22 AP 00418805 07/07/2021 U.S.BANK PARS ACCT#6746022500 1,103.96 0.00 1,103.96 AP 00418806 07/07/2021 UNIVERSAL FLEET SUPPLY 0.00 103.44 103.44 AP 00418807 07/07/2021 WALTERS WHOLESALE ELECTRIC CO 3,631.44 0.00 3,631.44 AP 00418808 07/07/2021 WAXIE SANITARY SUPPLY 0.00 1,121.42 1,121.42 AP 00418809 07/07/2021 WHERRY,ALEX 0.00 345.00 345.00 AP 00418810 07/07/2021 WIMAC TEL 30.41 0.00 30.41 AP 00418811 07/07/2021 XEROX CORPORATION 281.09 0.00 281.09 User: VLOPEZ-Veronica Lopez Page: 6 Current Date: 07/12/2021 Report:CK_AGENDA REG_PORTRAIT_CONSOLIDATED-CK:Agenda Check Register Portrait Layout Page Wme: 08:26:45 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Excluding So Calif Gas Company. Agenda Check Register 6/28/2021 through 7/11/2021 Check No. Check Date Vendor Name Citv Fire Amount Total City: $2,492,488.88 Total Fire: $96,323.18 Grand Total: . Note: *** Check Number includes both City and Fire District expenditures User: VLOPEZ-Veronica Lopez Page: 7 Current Date: 07/12/2021 Report:CK_AGENDA REG_PORTRAIT_CONSOLIDATED-CK:Agenda Check Register Portrait Layout Page fine: 08:26:45 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Electronic Debit Register June 1,2021 to June 30,2021 DATE DESCRIPTION CITY FIRE AMOUNT 6/1 WIRE PAYMENT-RCMU CAISO 1,992.61 1,992.61 6/1 Workers Comp-City Account Transfer 479.73 479.73 6/1 Workers Comp-Fire Account Transfer 2,900.00 2,900.00 6/2 Bank Fee 109.50 - 109.50 6/2 CALPERS-City-Retirement Account Deposit 56,929.12 56,929.12 6/2 CALPERS-City-Retirement Account Deposit 109,473.27 109,473.27 6/2 CALPERS-Fire-Retirement Account Deposit 3,430.43 3,430.43 6/2 CALPERS-Fire-Retirement Account Deposit 5,428.03 5,428.03 612 CALPERS-Fire-Retirement Account Deposit 9,614.41 9,614.41 6/2 CALPERS-Fire-Retirement Account Deposit 27,898.47 27,898.47 6/2 CALPERS-Fire-Retirement Account Deposit 114,667.30 114,667.30 6/2 U.S.BANK-Purchasing Card Payment 4,933.12 2,131.36 7,064.48 6/2 U.S.BANK-Corporate Card Payment 24,667.96 12,936.17 37,604.13 6/2 U.S.BANK-Costco Card Payment 59.00 2,113.96 2,172.96 6/3 STATE DISBURSEMENT UNIT-Child Support Payments 3,700.60 3,700.60 6/3 STATE DISBURSEMENT UNIT-Child Support Payments 1,732.50 1,732.50 6/3 WIRE PAYMENT-CALPERS FIRE 4,721,000.00 4,721,000.00 6/3 Workers Comp-City Account Transfer 189.09 189.09 6/3 Workers Comp-Fire Account Transfer 779.98 779.98 6/4 Workers Comp-City Account Transfer 3,289.14 3,289.14 6/4 Workers Comp-Fire Account Transfer 686.09 686.09 6/7 WIRE PAYMENT-RCMU CAISO 3,205.95 3,205.95 6/7 Workers Comp-City Account Transfer 637.80 637.80 6/7 Workers Comp-Fire Account Transfer 1,000.00 1,000.00 6/8 Workers Comp-Fire Account Transfer 473.81 473.81 6/9 Workers Comp-City Account Transfer 4,964.61 4,964.61 6/9 Workers Comp-Fire Account Transfer 4,445.21 4,445.21 6/10 Workers Comp-Fire Account Transfer 1,079.18 1,079.18 6/11 Workers Comp-City Account Transfer 3,621.78 3,621.78 6/11 Workers Comp-Fire Account Transfer 6,160.69 6,160.69 6/14 Workers Comp-City Account Transfer 7.25 7.25 6/15 Workers Comp-City Account Transfer 690.00 690.00 6/16 CALPERS-City-Retirement Account Deposit 56,342.20 56,342.20 6/16 CALPERS-City-Retirement Account Deposit 109,569.02 109,569.02 6/16 CALPERS-Fire-Retirement Account Deposit 1,794.64 1,794.64 6/16 CALPERS-Fire-Retirement Account Deposit 3,240.66 3,240.66 6/16 CALPERS-Fire-Retirement Account Deposit 3,396.52 3,396.52 6/16 CALPERS-Fire-Retirement Account Deposit 5,233.50 5,233.50 6/16 CALPERS-Fire-Retirement Account Deposit 9,614.41 9,614.41 6/16 CALPERS-Fire-Retirement Account Deposit 27,861.90 27,861.90 6/16 CALPERS-Fire-Retirement Account Deposit 112,984.64 112,984.64 6/16 Workers Comp-City Account Transfer 5,295.66 5,295.66 6/16 Workers Comp-Fire Account Transfer 970.90 970.90 6/17 STATE DISBURSEMENT UNIT-Child Support Payments 3,700.60 3,700.60 6/17 STATE DISBURSEMENT UNIT-Child Support Payments 1,732.50 1,732.50 6/17 Workers Comp-City Account Transfer 1,201.28 1,201.28 6/17 Workers Comp-Fire Account Transfer 2,787.95 2,787.95 6/18 CALPERS-Fire-Retirement Account Deposit 185,693.97 185,693.97 6/18 Workers Comp-Fire Account Transfer 38.25 38.25 6/21 WIRE PAYMENT-RCMU CAISO 88,632.95 88,632.95 6/21 Workers Comp-City Account Transfer 7,925.35 7,925.35 6/23 Workers Comp-City Account Transfer 137.80 137.80 6/23 Workers Comp-Fire Account Transfer 2,121.98 2,121.98 6/24 Workers Comp-City Account Transfer 173.60 173.60 6/25 Workers Comp-Fire Account Transfer 929.38 929.38 6/28 Workers Comp-Fire Account Transfer 531.44 531.44 6/29 Workers Comp-Fire Account Transfer 287.73 287.73 6/30 Workers Comp-City Account Transfer 622.96 622.96 6/30 Workers Comp-Fire Account Transfer 1,350.12 1,350.12 TOTAL CITY 488,615.75 TOTAL FIRE 5,282,984.28 GRAND TOTAL 5,771,600.03 Page 24 1 ti NONRR � a CITY OF RANCHO CUCAMONGA m �l DATE: July 21, 2021 TO: Mayor and Members of the City Council President and Members of the Boards of Directors FROM: John R. Gillison, City Manager INITIATED BY: Tamara L. Oatman, Finance Director Veronica Lopez, Accounts Payable Supervisor SUBJECT: Consideration to Approve City and Fire District Weekly Check Registers for Checks Issued to Southern California Gas Company in the Total Amount of $9,905.20 Dated June 28, 2021 Through July 11, 2021. (CITY/FIRE) RECOMMENDATION: Staff recommends City Council/Board of Directors of the Fire Protection District approve payment of demands as presented. Weekly check register amounts are $9,271.37 and $633.83 for the City and the Fire District, respectively. BACKGROUND: N/A ANALYSIS: N/A FISCAL IMPACT: Adequate budgeted funds are available for the payment of demands per the attached listing. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: N/A ATTACHMENTS: Attachment 1 - Weekly Check Register Page 25 CITY OF RANCHO CUCAMONGA AND RANCHO CUCAMONGA FIRE PROTECTION DISTRICT So Calif Gas Company Only. Agenda Check Register 6/28/2021 through 7/11/2021 Check No. Check Date Vendor Name Ca Fire Amount AP 00418657 06/30/2021 SO CALIF GAS COMPANY 7,524.22 489.69 8,013.91 *** AP 00418658 06/30/2021 SO CALIF GAS COMPANY 1,024.62 0.00 1,024.62 AP 00418790 07/07/2021 SO CALIF GAS COMPANY 722.53 144.14 866.67 *** Total City: $9,271.37 Total Fire: $633.83 Grand Total: , Note: *** Check Number includes both City and Fire District expenditures User: VLOPEZ-Veronica Lopez Page: 1 Current Date: 07/12/2021 Report:CK_AGENDA REG_PORTRAIT_CONSOLIDATED-CK:Agenda Check Register Portrait Layout Page Wine: 08:33:15 NONRR � a CITY OF RANCHO CUCAMONGA m �l DATE: July 21, 2021 TO: Mayor and Members of the City Council President and Members of the Boards of Directors FROM: John R. Gillison, City Manager INITIATED BY: Lori E. Sassoon, Deputy City Manager/Administrative Services Tamara L. Oatman, Finance Director SUBJECT: Consideration to Receive and File Current Investment Schedules as of June 30, 2021 for the City of Rancho Cucamonga and the Rancho Cucamonga Fire Protection District. (CITY/FIRE) RECOMMENDATION: Staff recommends that the City Council/Board of Directors of the Fire Protection District receive and file the attached current investment schedules for the City of Rancho Cucamonga (City) and the Rancho Cucamonga Fire Protection District (District) as of June 30, 2021. BACKGROUND: The attached investment schedules as of June 30, 2021 reflect cash and investments managed by the Finance Department/Revenue Management Division and are in conformity with the requirements of California Government Code Section 53601 and the City of Rancho Cucamonga's and the Rancho Cucamonga Fire Protection District's adopted Investment Policies as approved on June 28, 2021. ANALYSIS: The City's and District's Treasurers are each required to submit a quarterly investment report to the City Council and the Fire Board, respectively, 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 and District Treasurers have each elected to provide this report on a monthly basis. FISCAL IMPACT: None. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: The monthly investment schedule supports the City Council's core value of providing and nurturing a high quality of life for all by demonstrating the active, prudent fiscal management of the City's investment portfolio to ensure that financial resources are available to support the various services the City provides to all Rancho Cucamonga stakeholders. ATTACHMENTS: Attachment 1 - Investment Schedule (City) Attachment 2 - Investment Schedule (Fire) Page 27 City of Rancho Cucamonga Portfolio Summary RANCHO June 30, 2021 CUCAMONGA Cash Dividends Closing Portfolio Holdings and Income Market Value PFM Managed Account $ 109,392.68 $ 255,587,665.56 PFM Cash Balance - 13,703,871.58 State Pool - 64,159,127.04 Passbook/Checking Accounts - 2,960,750.79 Total $ 109,392.68 $ 336,411,414.97 I certify that this report accurately reflects all City pooled investments and is in conformity with the investment policy adopted June 28, 2021. A copy of the investment policy is available in the Finance Department. The Investment Program herein shown provides sufficient cash flow liquidity to meet the next six months' estimated expenditures. The attached Summary of Cash and Investments with Fiscal Agents is provided under the City's official Investment Policy. The provisions of the individual bond documents govern the management of these funds. Jim Harrington, Treasurer Date ATTACHMENT 1 Page 28 0 PfM Account Statement Consolidated Summary Statement For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA Portfolio Summary Investment Allocation Cash Dividends Closing Portfolio Holdings and Income Market Value Investment Type Closing Market Value Percent PFM Managed Account 109,392.68 255,587,665.56 Asset-Backed Security 3,349,484.40 1.04 State Pool 0.00 64,159,127.04 Federal Agency Bond/ Note 52,710,482.90 16.33 Passbook/Checking Accounts 0.00 2,960,750.79 Corporate Note 27,128,628.55 8.41 Certificate of Deposit- FDIC Insured 1,237,040.78 0.38 Total $109,392.68 $322,707,543.39 Municipal Bond/ Note 1,489,605.75 0.46 Supra-National Agency Bond/ Note 9,251,619.40 2.87 U.S.Treasury Bond/ Note 160,420,803.78 49.71 State Pool 64,159,127.04 19.88 Passbook/Checking Accounts 2,960,750.79 0.92 Total $322,707,543.39 100.000/0 Maturity Distribution(Fixed Income Holdings) Sector Allocation Portfolio Holdings Closing Market Value Percent ABS o Passbook/Checking 1.04/o Under 30 days 67,119,877.83 20.79 Accounts Fed Agy Bond/ 31 to 60 days 475 365.75 0.15 0.92% Note State Pool 16.33% 61 to 90 days 0.00 0.00 19.88% Corporate Note 91 to 180 days 0.00 0.00 8.41% 181 days to 1 year 27,227,224.83 8.44 1 to 2 years 73,418,977.73 22.75 Cert of Deposit- 2 to 3 years 44,703,488.23 13.85 FDIC 3 to 4 years 61,592,962.42 19.09 0.38% Muni 4 to 5 years 48,169,646.60 14.93 0.46Bond/Note �/ Over 5 years 0.00 0.00 Supra-National Agency Bond/Note Total $322,707,543.39 100.000/0 US TSY Bond/Note 2.87% 49.71% Weighted Average Days to Maturity 765 PFM Asset Management LLC Summary Page 1 Page 29 0 PfM Managed Account Summary Statement For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Transaction Summary-Managed Account Cash Transactions Summary- Managed Account Opening Market Value $255,908,896.54 Maturities/Calls 0.00 Maturities/Calls 0.00 Sale Proceeds 5,600,042.46 Principal Dispositions (5,590,234.38) Coupon/Interest/Dividend Income 161,959.60 Principal Acquisitions 6,086,656.25 Principal Payments 0.00 Unsettled Trades 0.00 Security Purchases (6,087,156.25) Change in Current Value (817,652.85) Net Cash Contribution 13,417,765.07 Reconciling Transactions 0.00 Closing Market Value $255,587,665.56 Earnings Reconciliation(Cash Basis)- Managed Account Cash Balance Interest/Dividends/Coupons Received 171,767.68 Closing Cash Balance $13,703,871.58 Less Purchased Interest Related to Interest/Coupons (500.00) Plus Net Realized Gains/Losses (61,875.00) Total Cash Basis Earninas $109,392.68 Earnings Reconciliation(Accrual Basis) Total Ending Amortized Value of Securities 255,959,558.89 Ending Accrued Interest 764,374.77 Plus Proceeds from Sales 5,600,042.46 Plus Proceeds of Maturities/Calls/Principal Payments 0.00 Plus Coupons/Dividends Received 161,959.60 Less Cost of New Purchases (6,087,156.25) Less Beginning Amortized Value of Securities (255,613,403.53) Less Beginning Accrued Interest (674,818.85) Total Accrual Basis Earnings $110,557.09 PFM Asset Management LLC Account 73340000 Page 1 Page 30 0 PfM Portfolio Summary and Statistics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Account Summary Sector Allocation Description Par Value Market Value Percent U.S.Treasury Bond/ Note 157,480,000.00 160,420,803.78 62.78 —ABS o 1.31/o Supra-National Agency Bond/ Note 9,155,000.00 9,251,619.40 3.62 Cert of Deposit- Municipal Bond/ Note 1,475,000.00 1,489,605.75 0.58 FDIC Federal Agency Bond/ Note 52,675,000.00 52,710,482.90 20.62 0.48% CorpoCorporate Note 26,295,000.00 27,128,628.55 10.61 10.61 rate Note 10.61/o Certificate of Deposit- FDIC Insured 1,225,000.00 1,237,040.78 0.48 Fed Agy Bond/ Asset-Backed Security 3,350,000.00 3,349,484.40 1.31 Note Managed Account Sub-Total 251,655,000.00 255,587,665.56 100.00% 20.62% Accrued Interest 764,374.77 Total Portfolio 251,655,000.00 256,352,040.33 Muni Bond/Note 0.58% Supra-National Unsettled Trades 0.00 0.00 Agency Bond/Note US TSY Bond/Note 3.62% 62.78% Maturity Distribution Characteristics 28.73% Yield to Maturity at Cost 0.52% 24.10% Yield to Maturity at Market 0.43% 18.85% Weighted Average Days to Maturity 965 17.49% 10.65% 0.18% 0.00% 0-6 Months 6-12 Months 1-2 Years 2-3 Years 3-4 Years 4-5 Years Over 5 Years PFM Asset Management LLC Account 73340000 Page 2 Page 31 0 pfm Managed Account Issuer Summary For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Issuer Summary Credit Quality(S&P Ratings) Market Value Issuer of Holdings Percent A AMAZON.COM INC 1,451,832.47 0.57 NR 0.91% APPLE INC 8,151,092.40 3.19 0.89% A CARMAX AUTO OWNER TRUST 930,929.16 0.36 BBB+ 1.59% CHARLES SCHWAB 663,476.88 0.26 0.74% LAA o AAA 1.77/o CHIPPEWA VALLEY BANK 244,432.09 0.10 4.70% ENERBANK USA 245,169.05 0.10 AA- FANNIE MAE 32,341,941.50 12.64 2.23% FEDERAL FARM CREDIT BANKS 8,553,251.00 3.35 FREDDIE MAC 11,815,290.40 4.61 GENERAL DYNAMICS CORP 1,753,347.20 0.69 GM FINANCIAL CONSUMER AUTOMOBILE TRUST 374,336.36 0.15 GM FINANCIAL LEASINGTRUST 514,657.94 0.20 GOLDMAN SACHS GROUP INC 1,885,710.10 0.74 AA+ HONDA AUTO RECEIVABLES 529,506.52 0.21 87.17% HYUNDAI AUTO LEASE SECURITIZATION TRUST 280,186.14 0.11 HYUNDAI AUTO RECEIVABLES 539,856.09 0.21 INTER-AMERICAN DEVELOPMENT BANK 1,557,547.50 0.61 INTL BANK OF RECONSTRUCTION AND DEV 7,694,071.90 3.01 JP MORGAN CHASE&CO 606,207.02 0.24 LOCKHEED MARTIN CORP 1,711,585.60 0.67 MEDALLION BANK UTAH 244,918.42 0.10 MERCEDES-BENZ AUTO LEASE TRUST 180,012.19 0.07 MICROSOFT CORP 460,148.33 0.18 MORGAN STANLEY 251,165.18 0.10 NOVARTIS AG 3,095,400.00 1.21 SAN MATEO-FOSTER CITY SCHOOL DISTRICT 1,489,605.75 0.58 THE BANK OF NEW YORK MELLON CORPORATION 1,661,337.55 0.65 UNITED STATES TREASURY 160,420,803.78 62.76 US BANCORP 2,603,900.00 1.02 WAL-MART STORES INC 3,084,591.00 1.21 WELLS FARGO&COMPANY 251,356.04 0.10 PFM Asset Management LLC Account 73340000 Page 3 Page 32 0 pfm Managed Account Issuer Summary For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Total $255,587,665.56 100.00% PFM Asset Management LLC Account 73340000 Page 4 Page 33 0 PfM Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value U.S.Treasury Bond / Note US TREASURY NOTES 912828X47 2,500,000.00 AA+ Aaa 09/24/20 09/28/20 2,569,140.62 0.13 7,897.42 2,536,182.40 2,537,109.50 DTD 05/01/2017 1.875%04/30/2022 US TREASURY NOTES 912828XD7 3,000,000.00 AA+ Aaa 11/12/20 11/13/20 3,079,218.75 0.16 4,764.34 3,046,913.23 3,048,750.00 DTD 06/01/2015 1.875%05/31/2022 US TREASURY NOTES 912828ZX1 8,000,000.00 AA+ Aaa 09/24/20 09/28/20 7,998,437.50 0.14 27.17 7,999,111.33 8,002,500.00 DTD 06/30/2020 0.125%06/30/2022 US TREASURY NOTES 912828XO8 2,935,000.00 AA+ Aaa 09/28/20 09/28/20 3,035,775.98 0.13 24,485.36 2,994,324.16 2,995,075.93 DTD 07/31/2015 2.000%07/31/2022 US TREASURY NOTES 912828YKO 8,000,000.00 AA+ Aaa 09/24/20 09/28/20 8,202,500.00 0.14 23,142.08 8,127,680.72 8,126,249.60 DTD 10/15/2019 1.375%10/15/2022 US TREASURY NOTES 912828TY6 5,750,000.00 AA+ Aaa 10/30/20 11/05/20 5,921,152.34 0.15 11,933.59 5,866,106.05 5,865,898.15 DTD 11/15/2012 1.625%11/15/2022 US TREASURY NOTES 912828M80 8,400,000.00 AA+ Aaa 01/06/21 01/08/21 8,695,312.50 0.14 14.229.51 8,620,950.16 8,617,875.00 DTD 11/30/2015 2.000%11/30/2022 US TREASURY NOTES 912828N30 5,000,000.00 AA+ Aaa 11/23/20 11/24/20 5,205,078.13 0.17 288.72 5,146,522.58 5,146,094.00 DTD 12/31/2015 2.125%12/31/2022 US TREASURY NOTES 9128283U2 2,400,000.00 AA+ Aaa 11/17/20 11/20/20 2,515,031.25 0.19 23,776.24 2,483,046.25 2,482,874.88 DTD 01/31/2018 2.375%01/31/2023 US TREASURY NOTES 9128284A5 1,810,000.00 AA+ Aaa 11/16/20 11/18/20 1,910,257.03 0.19 15,880.54 1,883,144.25 1,882,965.63 DTD 02/28/2018 2.625%02/28/2023 US TREASURY NOTES 912828P79 7,000,000.00 AA+ Aaa 01/25/21 01/26/21 7,200,156.25 0.13 35,095.11 7,159,233.08 7,150,937.50 DTD 02/29/2016 1.500%02/28/2023 US TREASURY NOTES 912828ZD5 5,000,000.00 AA+ Aaa 10/30/20 11/05/20 5,039,648.44 0.16 7,336.96 5,028,675.96 5,025,000.00 DTD 03/15/2020 0.500%03/15/2023 US TREASURY NOTES 9128284L1 5,000,000.00 AA+ Aaa 10/06/20 10/07/20 5,329,882.81 0.17 23,165.76 5,235,680.98 5,230,469.00 DTD 04/30/2018 2.750%04/30/2023 US TREASURY NOTES 912828R69 3,500,000.00 AA+ Aaa 10/30/20 11/05/20 3,630,429.69 0.17 4,817.28 3,597,300.27 3,592,421.70 DTD 05/31/2016 1.625%05/31/2023 PFM Asset Management LLC Account 73340000 Page 5 Page 34 0 PfM Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value U.S.Treasury Bond / Note US TREASURY NOTES 912828ZU7 6,500,000.00 AA+ Aaa 09/24/20 09/28/20 6,518,281.25 0.15 710.38 6,513,184.66 6,501,015.30 DTD 06/15/2020 0.250%06/15/2023 US TREASURY NOTES 91282CAF8 5,000,000.00 AA+ Aaa 10/06/20 10/07/20 4,991,796.88 0.18 2,348.07 4,993,898.83 4,984,375.00 DTD 08/15/2020 0.125%08/15/2023 US TREASURY NOTES 91282CAK7 5,000,000.00 AA+ Aaa 11/23/20 11/24/20 4,988,476.56 0.21 1,834.24 4,990,938.64 4,982,031.00 DTD 09/15/2020 0.125%09/15/2023 US TREASURY NOTES 9128286GO 8,000,000.00 AA+ Aaa 09/24/20 09/28/20 8,600,312.50 0.18 63,505.43 8,467,657.38 8,421,249.60 DTD 02/28/2019 2.375%02/29/2024 US TREASURY NOTES 912828X70 3,615,000.00 AA+ Aaa 10/30/20 11/05/20 3,836,983.59 0.23 12,180.98 3,795,448.92 3,775,415.63 DTD 05/01/2017 2.000%04/30/2024 US TREASURY NOTES 912828Y87 5,670,000.00 AA+ Aaa 10/06/20 10/07/20 5,995,139.06 0.24 41,389.43 5,932,818.80 5,892,370.60 DTD 07/31/2019 1.750%07/31/2024 US TREASURY NOTES 912828YE4 6,000,000.00 AA+ Aaa 01/25/21 01/26/21 6,216,328.13 0.24 25,067.93 6,190,625.78 6,141,562.80 DTD 08/31/2019 1.250%08/31/2024 US TREASURY NOTES 9128282Y5 6,000,000.00 AA+ Aaa 09/24/20 09/28/20 6,457,968.75 0.21 32,049.18 6,371,571.36 6,311,250.00 DTD 10/02/2017 2.125%09/30/2024 US TREASURY NOTES 912828YM6 2,500,000.00 AA+ Aaa 11/16/20 11/18/20 2,616,796.88 0.31 6,317.93 2,598,585.31 2,579,687.50 DTD 10/31/2019 1.500%10/31/2024 US TREASURY NOTES 912828YV6 5,000,000.00 AA+ Aaa 11/23/20 11/24/20 5,239,843.75 0.30 6,352.46 5,204,038.85 5,159,375.00 DTD 11/30/2019 1.500%11/30/2024 US TREASURY NOTES 9128283Z1 6,000,000.00 AA+ Aaa 09/24/20 09/28/20 6,663,750.00 0.23 55,149.46 6,550,246.28 6,465,000.00 DTD 02/28/2018 2.750%02/28/2025 US TREASURY NOTES 912828ZFO 2,750,000.00 AA+ Aaa 11/17/20 11/20/20 2,769,335.94 0.34 3,456.28 2,766,627.45 2,736,250.00 DTD 03/31/2020 0.500%03/31/2025 US TREASURY NOTES 91282CAB7 4,500,000.00 AA+ Aaa 01/25/21 01/26/21 4,478,730.47 0.36 4,692.68 4,480,745.07 4,414,218.75 DTD 07/31/2020 0.250%07/31/2025 US TREASURY NOTES 91282CAB7 7,000,000.00 AA+ Aaa 01/06/21 01/08/21 6,956,250.00 0.39 7,299.72 6,960,822.07 6,866,562.50 DTD 07/31/2020 0.250%07/31/2025 PFM Asset Management LLC Account 73340000 Page 6 Page 35 0 PfM Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value U.S.Treasury Bond / Note US TREASURY NOTES 91282CBC4 3,900,000.00 AA+ Aaa 05/06/21 05/07/21 3,837,082.03 0.73 39.74 3,839,118.81 3,825,656.25 DTD 12/31/2020 0.375%12/31/2025 US TREASURY NOTES 91282CB03 2,650,000.00 AA+ Aaa 03/02/21 03/03/21 2,623,810.55 0.70 4,428.67 2,625,534.49 2,609,421.88 DTD 02/28/2021 0.500%02/28/2026 US TREASURY N/B NOTES 91282CBT7 3,000,000.00 AA+ Aaa 04/02/21 04/06/21 2,973,632.81 0.93 5,655.74 2,974,878.73 2,986,406.40 DTD 03/31/2021 0.750%03/31/2026 US TREASURY N/B NOTES 91282CCF6 6,100,000.00 AA+ Aaa 06/02/21 06/04/21 6,086,656.25 0.79 3,875.00 6,086,853.99 6,064,734.68 DTD 05/31/2021 0.750%05/31/2026 Security Type Sub-Total 157,480,000.00 162,183,196.69 0.26 473,193.40 161,068,466.84 160,420,803.78 Supra-National Agency Bond Note INTL BANK OF RECONSTRUCTION AND DEV 459058FY4 4,500,000.00 AAA Aaa 07/26/17 07/26/17 4,510,530.00 1.95 38,750.00 4,501,337.85 4,547,367.00 NOTE DTD 01/26/2017 2.000%01/26/2022 INTL BK OF RECON AND DEV NOTE 459058JV6 1,745,000.00 AAA Aaa 04/13/21 04/20/21 1,741,387.85 0.23 430.19 1,741,744.12 1,740,754.42 DTD 04/20/2021 0.125%04/20/2023 INTL BK RECON&DEVELOP NOTES 459058JM6 1,410,000.00 AAA Aaa 11/17/20 11/24/20 1,406,968.50 0.32 362.29 1,407,574.80 1,405,950.48 DTD 11/24/2020 0.250%11/24/2023 INTER-AMERICAN DEVELOPMENT BANK 4581XODK1 1,500,000.00 AAA Aaa 02/19/21 02/23/21 1,576,950.00 0.47 7,802.08 1,570,294.86 1,557,547.50 NOTES DTD 01/16/2020 1.750%03/14/2025 Security Type Sub-Total 9,155,000.00 9,235,836.35 1.13 47,344.56 9,220,951.63 9,251,619.40 Municipal : . Note SAN MATEO-FOSTER SCH DIST,CA TXBL GO 799055004 475,000.00 AA+ Aaa 05/19/20 05/19/20 476,197.00 0.85 2,101.88 475,084.53 475,365.75 BO DTD 05/19/2020 1.062%08/01/2021 PFM Asset Management LLC Account 73340000 Page 7 Page 36 0 PfM Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value Municipal Bond/ Note SAN MATEO-FOSTER SCH DIST,CA TXBL GO 799055OR2 500,000.00 AA+ Aaa 05/19/20 05/19/20 502,300.00 0.95 2,420.83 501,132.84 505,140.00 BO DTD 05/19/2020 1.162%08/01/2022 SAN MATEO-FOSTER SCH DIST,CA TXBL GO 7990550SO 500,000.00 AA+ Aaa 05/19/20 05/19/20 503.385.00 1.05 2,637.50 502,203.58 509,100.00 BO DTD 05/19/2020 1.266%08/01/2023 Security Type Sub-Total 1,475,000.00 1,481,882.00 0.95 7,160.21 1,478,420.95 1,489,605.75 Federal Agency Bond / Note FEDERAL FARM CREDIT BANK NOTES 3133EG5D3 1,500,000.00 AA+ Aaa 01/27/17 01/27/17 1,500,000.00 2.03 13,025.83 1,500,000.00 1,516,821.00 DTD 01/27/2017 2.030%01/27/2022 FEDERAL FARM CREDIT BANK NOTES 3133EHHH9 4,000,000.00 AA+ Aaa 05/02/17 05/02/17 3,992,000.00 1.96 12,586.67 3,998,663.75 4,060,616.00 DTD 05/02/2017 1.920%05/02/2022 FREDDIE MAC NOTES 3134GBVA7 3,000,000.00 AA+ Aaa 06/29/17 06/29/17 3,000,000.00 1.93 320.83 3,000,000.00 3,053,913.00 DTD 06/29/2017 1.925%06/29/2022 FANNIE MAE NOTES 3135GO5G4 4,260,000.00 AA+ Aaa 09/24/20 09/28/20 4,261,192.80 0.24 5,058.75 4,260,868.45 4,259,331.18 DTD 07/10/2020 0.250%07/10/2023 FREDDIE MAC NOTES 3137EAEW5 4,800,000.00 AA+ Aaa 09/24/20 09/28/20 4,802,928.00 0.23 3,766.67 4,802,176.25 4,797,096.00 DTD 09/04/2020 0.250%09/08/2023 FREDDIE MAC NOTES 3137EAEZ8 1,700,000.00 AA+ Aaa 11/03/20 11/05/20 1,698,470.00 0.28 649.31 1,698,802.24 1,697,705.00 DTD 11/05/2020 0.250%11/06/2023 FANNIE MAE NOTES 3135G06H1 4,400,000.00 AA+ Aaa 11/23/20 11/25/20 4,394,984.00 0.29 1,038.89 4,395,980.80 4,393,914.80 DTD 11/25/2020 0.250%11/27/2023 FANNIE MAE NOTES 3135GOX24 4,325,000.00 AA+ Aaa 09/24/20 09/28/20 4,557,122.75 0.36 33,969.27 4,516,107.46 4,479,376.55 DTD 01/10/2020 1.625%01/07/2025 FANNIE MAE NOTES 3135GO4Z3 4,000,000.00 AA+ Aaa 07/21/20 07/21/20 4,009,400.00 0.45 777.78 4,007,590.29 3,969,148.00 DTD 06/19/2020 0.500%06/17/2025 FANNIE MAE NOTES 3135GO4Z3 5,000,000.00 AA+ Aaa 09/24/20 09/28/20 5,017,800.00 0.42 972.22 5,014,948.69 4,961,435.00 DTD 06/19/2020 0.500%06/17/2025 PFM Asset Management LLC Account 73340000 Page 8 Page 37 0 PfM Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value Federal Agency Bond / Note FEDERAL FARM CREDIT BANK NOTES 3133ELR71 3,000,000.00 AA+ Aaa 07/21/20 07/21/20 3,007,110.00 0.45 7,458.33 3,005,752.53 2,975,814.00 DTD 07/02/2020 0.500%07/02/2025 FANNIE MAE NOTES 3136G4ZJ5 2,500,000.00 AA+ Aaa 07/21/20 07/21/20 2,499,000.00 0.63 6,944.44 2,499,188.94 2,480,527.50 DTD 07/21/2020 0.625%07/21/2025 FANNIE MAE NOTES 3135G05X7 2,000,000.00 AA+ Aaa 10/30/20 11/05/20 1,988,500.00 0.50 2,625.00 1,990,060.43 1,972,274.00 DTD 08/27/2020 0.375%08/25/2025 FREDDIE MAC NOTES 3137EAEX3 2,300,000.00 AA+ Aaa 09/23/20 09/25/20 2,293,077.00 0.44 2,347.92 2,294,135.95 2,266,576.40 DTD 09/25/2020 0.375%09/23/2025 FANNIE MAE NOTES 3135G06G3 1,390,000.00 AA+ Aaa 11/12/20 11/13/20 1,387,720.40 0.53 1,042.50 1,388,008.48 1,374,880.97 DTD 11/12/2020 0.500%11/07/2025 FANNIE MAE NOTES 3135G06G3 4,500,000.00 AA+ Aaa 12/02/20 12/04/20 4,494,465.00 0.53 3,375.00 4,495,108.03 4,451,053.50 DTD 11/12/2020 0.500%11/07/2025 Security Type Sub-Total 52,675,000.00 52,903,769.95 0.65 95,959.41 52,867,392.29 52,710,482.90 Corporate MICROSOFT CORP(CALLABLE)NOTE 594918BW3 455,000.00 AAA Aaa 02/14/17 02/14/17 455,000.00 2.40 4,398.33 455,000.00 460,148.33 DTD 02/06/2017 2.400%02/06/2022 WAL-MART STORES INC CORP(CALLABLE) 931142DU4 3,000,000.00 AA Aa2 06/21/18 06/21/18 2,913,840.00 3.04 3,133.33 2,972,016.41 3,084,591.00 NOTE DTD 10/20/2017 2.350%12/15/2022 APPLE INC GLOBAL NOTES 037833AK6 3,390,000.00 AA+ Aal 05/06/19 05/06/19 3,348,574.20 2.73 13,108.00 3,370,935.04 3,517,030.08 DTD 05/03/2013 2.400%05/03/2023 APPLE INC CORPORATE NOTES 037833DV9 1,440,000.00 AA+ Aal 05/11/20 05/11/20 1,444,737.60 0.64 1,500.00 1,442,937.74 1,452,064.32 DTD 05/11/2020 0.750%05/11/2023 APPLE INC(CALLABLE)BONDS 037833CG3 3,000,000.00 AA+ Aal 02/11/19 02/11/19 3,019,140.00 2.86 35.500.00 3,009,678.63 3,181,998.00 DTD 02/09/2017 3.000%02/09/2024 CHARLES SCHWAB CORP NOTES 808513BN4 660,000.00 A A2 03/16/21 03/18/21 659,670.00 0.77 1,416.25 659,701.61 663,476.88 (CALLABLE) DTD 03/18/2021 0.750%03/18/2024 PFM Asset Management LLC Account 73340000 Page 9 Page 38 0 PfM Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value Corporate AMAZON.COM INC CORPORATE NOTES 023135BW5 1,455,000.00 AA Al 05/10/21 05/12/21 1,452,875.70 0.50 891.19 1,452,972.61 1,451,832.47 DTD 05/12/2021 0.450%05/12/2024 US BANK NA CINCINNATI(CALLABLE) 90331HPL1 2,500,000.00 AA- Al 10/30/20 11/05/20 2,640,450.00 0.69 22.777.78 2,618,715.86 2,603,900.00 CORPORA DTD 01/21/2020 2.050%01/21/2025 NOVARTIS CAPITAL CORP 66989HAP3 3,000,000.00 AA- Al 09/24/20 09/28/20 3,144,750.00 0.63 19,979.17 3,119,287.28 3,095,400.00 DTD 02/14/2020 1.750%02/14/2025 JPMORGAN CHASE&CO CORP NOTES 46647PBY1 610,000.00 A- A2 02/09/21 02/16/21 610,000.00 0.56 1,287.86 610,000.00 606,207.02 (CALLABLE DTD 02/16/2021 0.563%02/16/2025 LOCKHEED MARTIN CORP NOTES 539830BE8 1,600,000.00 A- A3 03/05/21 03/09/21 1,714,864.00 1.05 15,466.67 1,705,256.89 1,711,585.60 (CALLABLE) DTD 02/20/2015 2.900%03/01/2025 GENERAL DYNAMICS CORP 369550BG2 1,600,000.00 A- A2 03/05/21 03/09/21 1,757,296.00 1.09 7,155.56 1,745,560.57 1,753,347.20 DTD 05/11/2018 3.500%05/15/2025 BANK OF NY MELLON CORP(CALLABLE) 06406RAOO 1,685,000.00 A Al 01/28/21 02/01/21 1,684,005.85 0.76 5,370.94 1,684,087.70 1,661,337.55 CORPOR DTD 01/28/2021 0.750%01/28/2026 GOLDMAN SACHS GROUP INC CORPORATE 38141GXS8 1,900,000.00 BBB+ A2 02/12/21 02/17/21 1,903,876.00 0.81 6,272.38 1,903,590.78 1,885,710.10 NOTES DTD 02/12/2021 0.855%02/12/2026 Security Type Sub-Total 26,295,000.00 26,749,079.35 1.55 138,257.46 26,749,741.12 27,128,628.55 DepositCertificate of WELLS FARGO BANK NA 949763S64 245,000.00 NR NR 01/29/20 01/29/20 245,000.00 1.90 25.51 245,000.00 251,356.04 DTD 01/29/2020 1.900%01/30/2023 MORGAN STANLEY PVT BANK 6176OA607 245,000.00 NR NR 01/30/20 01/30/20 245,000.00 1.85 1,887.51 245,000.00 251,165.18 DTD 01/30/2020 1.850%01/30/2023 ENERBANK USA 29278TOD5 245,000.00 NR NR 07/24/20 07/24/20 245.000.00 0.45 21.14 245,000.00 245,169.05 DTD 07/24/2020 0.450%07/24/2024 PFM Asset Management LLC Account 73340000 Page 10 Page 39 0 PfM Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value Certificate of Deposit- FDIC Insured CHIPPEWA VALLEY BANK 169894AT9 245,000.00 NR NR 07/29/20 07/29/20 245.000.00 0.50 6.71 245,000.00 244,432.09 DTD 07/29/2020 0.500%07/29/2025 MEDALLION BANK UTAH 58404DHO7 245,000.00 NR NR 07/30/20 07/30/20 245,000.00 0.55 3.69 245,000.00 244,918.42 DTD 07/30/2020 0.550%07/30/2025 Security Type Sub-Total 1,225,000.00 1,225,000.00 1.06 1,944.56 1,225,000.00 1,237,040.78 Asset-Backed Security MBALT 2021-A A3 58770GAC4 180,000.00 AAA Aaa 01/20/21 01/27/21 179,981.80 0.25 20.00 179,984.40 180,012.19 DTD 01/27/2021 0.250%01/16/2024 HALST 2021-A A4 44891TAD8 280,000.00 AAA Aaa 01/12/21 01/20/21 279,976.70 0.42 52.27 279,979.35 280,186.14 DTD 01/20/2021 0.420%12/16/2024 GMALT 2021-1 A4 36261RADO 515,000.00 NR Aaa 02/17/21 02/24/21 514,922.24 0.33 51.93 514,929.02 514,657.94 DTD 02/24/2021 0.330%02/20/2025 HAROT 2021-1 A3 43813GAC5 530,000.00 NR Aaa 02/17/21 02/24/21 529,990.30 0.27 39.75 529,991.11 529,506.52 DTD 02/24/2021 0.270%04/21/2025 HART 2021-A A3 44933LAC7 540,000.00 AAA NR 04/20/21 04/28/21 539,943.19 0.38 91.20 539,945.46 539,856.09 DTD 04/28/2021 0.380%09/15/2025 GMCAR 2021-1 A3 36261LAC5 375,000.00 AAA Aaa 01/12/21 01/20/21 374,940.30 0.35 54.69 374,945.89 374,336.36 DTD 01/20/2021 0.350%10/16/2025 CARMX 2021-1 A3 14316NAC3 120,000.00 AAA NR 01/20/21 01/27/21 119,976.29 0.34 18.13 119,978.35 119,857.21 DTD 01/27/2021 0.340%12/15/2025 CARMX 2021-2 A3 14314OAC8 810,000.00 AAA NR 04/13/21 04/21/21 809.825.45 0.52 187.20 809,832.48 811,071.95 DTD 04/21/2021 0.520%02/17/2026 Security Type Sub-Total 3,350,000.00 3,349,556.27 0.38 515.17 3,349,586.06 3,349,484.40 Managed Account Sub-Total 251,655,000.00 257,128,320.61 0.52 764,374.77 255,959,558.89 255,587,665.56 PFM Asset Management LLC Account 73340000 Page 11 Page 40 0 pfm Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Securities Sub-Total $251,655,000.00 $257,128,320.61 0.52% $764,374.77 $255,959,558.89 $255,587,665.56 Accrued Interest $764,374.77 Total Investments $256,352,040.33 PFM Asset Management LLC Account 73340000 Page 12 Page 41 0 Pfm Managed Account Fair Market Value &Analytics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt U.S.Treasury Bond I Note US TREASURY NOTES 912828X47 2,500,000.00 NOMURA 101.48 2,537,109.50 (32,031.12) 927.10 0.83 0.09 DTD 05/01/2017 1.875%04/30/2022 US TREASURY NOTES 912828XD7 3,000,000.00 CITIGRP 101.63 3,048,750.00 (30,468.75) 1,836.77 0.91 0.10 DTD 06/01/2015 1.875%05/31/2022 US TREASURY NOTES 912828ZX1 8,000,000.00 WELLS_F 100.03 8,002,500.00 4,062.50 3,388.67 1.00 0.09 DTD 06/30/2020 0.125%06/30/2022 US TREASURY NOTES 912828XO8 2,935,000.00 BONY 102.05 2,995,075.93 (40,700.05) 751.77 1.07 0.11 DTD 07/31/2015 2.000%07/31/2022 US TREASURY NOTES 912828YKO 8,000,000.00 CITIGRP 101.58 8,126,249.60 (76,250.40) (1,431.12) 1.28 0.15 DTD 10/15/2019 1.375%10/15/2022 US TREASURY NOTES 912828TY6 5,750,000.00 CITIGRP 102.02 5,865,898.15 (55,254.19) (207.90) 1.36 0.16 DTD 11/15/2012 1.625%11/15/2022 US TREASURY NOTES 912828M80 8,400,000.00 CITIGRP 102.59 8,617,875.00 (77,437.50) (3,075.16) 1.40 0.17 DTD 11/30/2015 2.000%11/30/2022 US TREASURY NOTES 912828N30 5,000,000.00 NOMURA 102.92 5,146,094.00 (58,984.13) (428.58) 1.48 0.17 DTD 12/31/2015 2.125%12/31/2022 US TREASURY NOTES 9128283U2 2,400,000.00 CITIGRP 103.45 2,482,874.88 (32,156.37) (171.37) 1.55 0.19 DTD 01/31/2018 2.375%01/31/2023 US TREASURY NOTES 9128284A5 1,810,000.00 CITIGRP 104.03 1,882,965.63 (27,291.40) (178.62) 1.63 0.20 DTD 02/28/2018 2.625%02/28/2023 US TREASURY NOTES 912828P79 7,000,000.00 BNP_PAR 102.16 7,150,937.50 (49,218.75) (8,295.58) 1.65 0.20 DTD 02/29/2016 1.500%02/28/2023 US TREASURY NOTES 912828ZD5 5,000,000.00 WELLS_F 100.50 5,025,000.00 (14,648.44) (3,675.96) 1.70 0.21 DTD 03/15/2020 0.500%03/15/2023 US TREASURY NOTES 9128284L1 5,000,000.00 CITIGRP 104.61 5,230,469.00 (99,413.81) (5,211.98) 1.80 0.23 DTD 04/30/2018 2.750%04/30/2023 US TREASURY NOTES 912828R69 3,500,000.00 NOMURA 102.64 3,592,421.70 (38,007.99) (4,878.57) 1.89 0.24 DTD 05/31/2016 1.625%05/31/2023 US TREASURY NOTES 912828ZU7 6,500,000.00 WELLS_F 100.02 6,501,015.30 (17,265.95) (12,169.36) 1.96 0.24 DTD 06/15/2020 0.250%06/15/2023 US TREASURY NOTES 91282CAF8 5,000,000.00 HSBC 99.69 4,984,375.00 (7,421.88) (9,523.83) 2.12 0.27 DTD 08/15/2020 0.125%08/15/2023 US TREASURY NOTES 91282CAK7 5,000,000.00 NOMURA 99.64 4,982,031.00 (6,445.56) (8,907.64) 2.21 0.29 DTD 09/15/2020 0.125%09/15/2023 PFM Asset Management LLC Account 73340000 Page 13 Page 42 0 PfM Managed Account Fair Market Value &Analytics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt U.S.Treasury Bond I Note US TREASURY NOTES 9128286GO 8,000,000.00 RBS 105.27 8,421,249.60 (179,062.90) (46,407.78) 2.59 0.39 DTD 02/28/2019 2.375%02/29/2024 US TREASURY NOTES 912828X70 3,615,000.00 MORGAN_ 104.44 3,775,415.63 (61,567.96) (20,033.29) 2.76 0.42 DTD 05/01/2017 2.000%04/30/2024 US TREASURY NOTES 912828Y87 5,670,000.00 WELLS_F 103.92 5,892,370.60 (102,768.46) (40,448.20) 3.00 0.47 DTD 07/31/2019 1.750%07/31/2024 US TREASURY NOTES 912828YE4 6,000,000.00 BNP_PAR 102.36 6,141,562.80 (74,765.33) (49,062.98) 3.10 0.50 DTD 08/31/2019 1.250%08/31/2024 US TREASURY NOTES 9128282Y5 6,000,000.00 CITIGRP 105.19 6,311,250.00 (146,718.75) (60,321.36) 3.15 0.51 DTD 10/02/2017 2.125%09/30/2024 US TREASURY NOTES 912828YM6 2,500,000.00 CITIGRP 103.19 2,579,687.50 (37,109.38) (18,897.81) 3.26 0.53 DTD 10/31/2019 1.500%10/31/2024 US TREASURY NOTES 912828YV6 5,000,000.00 NOMURA 103.19 5,159,375.00 (80,468.75) (44,663.85) 3.34 0.56 DTD 11/30/2019 1.500%11/30/2024 US TREASURY NOTES 9128283Z1 6,000,000.00 MERRILL 107.75 6,465,000.00 (198,750.00) (85,246.28) 3.49 0.61 DTD 02/28/2018 2.750%02/28/2025 US TREASURY NOTES 912828ZFO 2,750,000.00 MORGAN_ 99.50 2,736,250.00 (33,085.94) (30,377.45) 3.72 0.64 DTD 03/31/2020 0.500%03/31/2025 US TREASURY NOTES 91282CAB7 4,500,000.00 BNP_PAR 98.09 4,414,218.75 (64,511.72) (66,526.32) 4.06 0.72 DTD 07/31/2020 0.250%07/31/2025 US TREASURY NOTES 91282CAB7 7,000,000.00 JPM_CHA 98.09 6,866,562.50 (89,687.50) (94,259.57) 4.06 0.72 DTD 07/31/2020 0.250%07/31/2025 US TREASURY NOTES 91282CBC4 3,900,000.00 HSBC 98.09 3,825,656.25 (11,425.78) (13,462.56) 4.47 0.81 DTD 12/31/2020 0.375%12/31/2025 US TREASURY NOTES 91282CB03 2,650,000.00 CITIGRP 98.47 2,609,421.88 (14,388.67) (16,112.61) 4.61 0.84 DTD 02/28/2021 0.500%02/28/2026 US TREASURY N/B NOTES 91282CBT7 3,000,000.00 NOMURA 99.55 2,986,406.40 12,773.59 11,527.67 4.67 0.85 DTD 03/31/2021 0.750%03/31/2026 US TREASURY N/B NOTES 91282CCF6 6,100,000.00 RBC 99.42 6,064,734.68 (21,921.57) (22,119.31) 4.83 0.87 DTD 05/31/2021 0.750%05/31/2026 Security Type Sub-Total 157,480,000.00 160,420,803.78 (1,762,392.91) (647,663.06) 2.48 0.38 Supra-National Agency Bond Note PFM Asset Management LLC Account 73340000 Page 14 Page 43 0 Pfm Managed Account Fair Market Value &Analytics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt Supra-National Agency Bond I Note INTL BANK OF RECONSTRUCTION AND 459058FY4 4,500,000.00 NEW ACC 101.05 4,547,367.00 36,837.00 46,029.15 0.57 0.16 DEV NOTE DTD 01/26/2017 2.000%01/26/2022 INTL BK OF RECON AND DEV NOTE 459058JV6 1,745,000.00 TD 99.76 1,740,754.42 (633.43) (989.70) 1.81 0.27 DTD 04/20/2021 0.125%04/20/2023 INTL BK RECON&DEVELOP NOTES 459058JM6 1,410,000.00 TD 99.71 1,405,950.48 (1,018.02) (1,624.32) 2.39 0.37 DTD 11/24/2020 0.250%11/24/2023 INTER-AMERICAN DEVELOPMENT BANK 4581XODK1 1,500,000.00 MORGAN_ 103.84 1,557,547.50 (19,402.50) (12,747.36) 3.59 0.70 NOTES DTD 01/16/2020 1.750%03/14/2025 Security Type Sub-Total 9,155,000.00 9,251,619.40 15,783.05 30,667.77 1.59 0.30 Municipal Bond I Note SAN MATEO-FOSTER SCH DIST,CA TXBL 799055004 475,000.00 NEW ACC 100.08 475,365.75 (831.25) 281.22 0.09 0.17 GO BO DTD 05/19/2020 1.062%08/01/2021 SAN MATEO-FOSTER SCH DIST,CA TXBL 799055OR2 500,000.00 NEW ACC 101.03 505,140.00 2,840.00 4,007.16 1.08 0.21 GO BO DTD 05/19/2020 1.162%08/01/2022 SAN MATEO-FOSTER SCH DIST,CA TXBL 7990550SO 500,000.00 NEW ACC 101.82 509,100.00 5,715.00 6,896.42 2.06 0.39 GO BO DTD 05/19/2020 1.266%08/01/2023 Security Type Sub-Total 1,475,000.00 1,489,605.75 7,723.75 11,184.80 1.10 0.26 Federal Agency Bond I Note FEDERAL FARM CREDIT BANK NOTES 3133EG5D3 1.500,000.00 NEW ACC 101.12 1,516,821.00 16,821.00 16,821.00 0.57 0.08 DTD 01/27/2017 2.030%01/27/2022 FEDERAL FARM CREDIT BANK NOTES 3133EHHH9 4.000,000.00 NEW ACC 101.52 4,060,616.00 68,616.00 61,952.25 0.83 0.11 DTD 05/02/2017 1.920%05/02/2022 FREDDIE MAC NOTES 3134GBVA7 3,000,000.00 NEW ACC 101.80 3,053,913.00 53,913.00 53,913.00 0.99 0.12 DTD 06/29/2017 1.925%06/29/2022 PFM Asset Management LLC Account 73340000 Page 15 Page 44 0 Pfm Managed Account Fair Market Value &Analytics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt Federal Agency Bond I Note FANNIE MAE NOTES 3135GO5G4 4,260,000.00 MORGAN_ 99.98 4,259,331.18 (1,861.62) (1,537.27) 2.02 0.26 DTD 07/10/2020 0.250%07/10/2023 FREDDIE MAC NOTES 3137EAEW5 4,800,000.00 KEYBANC 99.94 4,797,096.00 (5,832.00) (5,080.25) 2.18 0.28 DTD 09/04/2020 0.250%09/08/2023 FREDDIE MAC NOTES 3137EAEZ8 1,700,000.00 CITIGRP 99.87 1,697,705.00 (765.00) (1,097.24) 2.34 0.31 DTD 11/05/2020 0.250%11/06/2023 FANNIE MAE NOTES 3135G06H1 4,400,000.00 NOMURA 99.86 4,393,914.80 (1,069.20) (2,066.00) 2.40 0.31 DTD 11/25/2020 0.250%11/27/2023 FANNIE MAE NOTES 3135GOX24 4,325,000.00 RBS 103.57 4,479,376.55 (77,746.20) (36,730.91) 3.41 0.60 DTD 01/10/2020 1.625%01/07/2025 FANNIE MAE NOTES 3135GO4Z3 4,000,000.00 NEW ACC 99.23 3,969,148.00 (40,252.00) (38,442.29) 3.93 0.70 DTD 06/19/2020 0.500%06/17/2025 FANNIE MAE NOTES 3135GO4Z3 5,000,000.00 HSBC 99.23 4,961,435.00 (56,365.00) (53,513.69) 3.93 0.70 DTD 06/19/2020 0.500%06/17/2025 FEDERAL FARM CREDIT BANK NOTES 3133ELR71 3,000,000.00 NEW ACC 99.19 2,975,814.00 (31,296.00) (29,938.53) 3.96 0.70 DTD 07/02/2020 0.500%07/02/2025 FANNIE MAE NOTES 3136G4ZJ5 2,500,000.00 NEW ACC 99.22 2,480,527.50 (18,472.50) (18,661.44) 4.00 0.82 DTD 07/21/2020 0.625%07/21/2025 FANNIE MAE NOTES 3135GO5X7 2,000,000.00 NOMURA 98.61 1,972,274.00 (16,226.00) (17,786.43) 4.12 0.71 DTD 08/27/2020 0.375%08/25/2025 FREDDIE MAC NOTES 3137EAEX3 2,300,000.00 CITIGRP 98.55 2,266,576.40 (26,500.60) (27,559.55) 4.20 0.72 DTD 09/25/2020 0.375%09/23/2025 FANNIE MAE NOTES 3135GO6G3 1,390,000.00 BMO 98.91 1,374,880.97 (12,839.43) (13,127.51) 4.31 0.75 DTD 11/12/2020 0.500%11/07/2025 FANNIE MAE NOTES 3135GO6G3 4,500,000.00 JEFFERI 98.91 4,451,053.50 (43,411.50) (44,054.53) 4.31 0.75 DTD 11/12/2020 0.500%11/07/2025 Security Type Sub-Total 52,675,000.00 52,710,482.90 (193,287.05) (156,909.39) 2.95 0.49 Corporate MICROSOFT CORP(CALLABLE)NOTE 594918BW3 455,000.00 NEW ACC 01/06/22 101.13 460,148.33 5,148.33 5,148.33 0.51 0.51 DTD 02/06/2017 2.400%02/06/2022 PFM Asset Management LLC Account 73340000 Page 16 Page 45 0 Pfm Managed Account Fair Market Value &Analytics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt Corporate WAL-MART STORES INC CORP(CALLABLE) 931142DU4 3,000,000.00 NEW ACC 11/15/22 102.82 3,084,591.00 170,751.00 112,574.59 1.36 0.41 NOTE DTD 10/20/2017 2.350%12/15/2022 APPLE INC GLOBAL NOTES 037833AK6 3,390,000.00 NEW ACC 103.75 3,517,030.08 168,455.88 146,095.04 1.81 0.36 DTD 05/03/2013 2.400%05/03/2023 APPLE INC CORPORATE NOTES 037833DV9 1,440,000.00 NEW ACC 100.84 1,452,064.32 7,326.72 9,126.58 1.85 0.30 DTD 05/11/2020 0.750%05/11/2023 APPLE INC(CALLABLE)BONDS 037833CG3 3,000,000.00 NEW ACC 12/09/23 106.07 3,181,998.00 162,858.00 172,319.37 2.35 0.65 DTD 02/09/2017 3.000%02/09/2024 CHARLES SCHWAB CORP NOTES 808513BN4 660,000.00 CSFB 02/18/24 100.53 663,476.88 3,806.88 3,775.27 2.61 0.55 (CALLABLE) DTD 03/18/2021 0.750%03/18/2024 AMAZON.COM INC CORPORATE NOTES 023135BW5 1,455,000.00 JPM_CHA 99.78 1,451,832.47 (1,043.23) (1,140.14) 2.85 0.53 DTD 05/12/2021 0.450%05/12/2024 US BANK NA CINCINNATI(CALLABLE) 90331HPL1 2,500,000.00 US_BANC 104.16 2,603,900.00 (36,550.00) (14,815.86) 3.42 0.86 CORPORA DTD 01/21/2020 2.050%01/21/2025 NOVARTIS CAPITAL CORP 66989HAP3 3,000,000.00 US_BANC 01/14/25 103.18 3,095,400.00 (49,350.00) (23,887.28) 3.43 0.86 DTD 02/14/2020 1.750%02/14/2025 ]PMORGAN CHASE&CO CORP NOTES 46647PBY1 610,000.00 JPM_CHA 02/16/24 99.38 606,207.02 (3,792.98) (3,792.98) 2.61 0.74 (CALLABLE DTD 02/16/2021 0.563%02/16/2025 LOCKHEED MARTIN CORP NOTES 539830BE8 1,600,000.00 MERRILL 12/01/24 106.97 1,711,585.60 (3,278.40) 6,328.71 3.26 0.96 (CALLABLE) DTD 02/20/2015 2.900%03/01/2025 GENERAL DYNAMICS CORP 369550BG2 1,600,000.00 SUSQ 109.58 1,753,347.20 (3,948.80) 7,786.63 3.65 0.97 DTD 05/11/2018 3.500%05/15/2025 BANK OF NY MELLON CORP(CALLABLE) 06406RAOO 1,685,000.00 MITSU 12/28/25 98.60 1,661,337.55 (22,668.30) (22,750.15) 4.41 1.07 CORPOR DTD 01/28/2021 0.750%01/28/2026 GOLDMAN SACHS GROUP INC CORPORATE 38141GXS8 1,900,000.00 MERRILL 99.25 1,885,710.10 (18,165.90) (17,880.68) 4.52 1.02 NOTES DTD 02/12/2021 0.855%02/12/2026 PFM Asset Management LLC Account 73340000 Page 17 Page 46 0 Pfm Managed Account Fair Market Value &Analytics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt Security Type Sub-Total 26,295,000.00 27,128,628.55 379,549.20 378,887.43 2.79 0.69 DepositCertificate of WELLS FARGO BANK NA 949763S64 245,000.00 NEW ACC 102.59 251,356.04 6,356.04 6,356.04 1.56 0.26 DTD 01/29/2020 1.900%01/30/2023 MORGAN STANLEY PVT BANK 6176OA607 245,000.00 NEW ACC 102.52 251,165.18 6,165.18 6,165.18 1.56 0.26 DTD 01/30/2020 1.850%01/30/2023 ENERBANK USA 29278TOD5 245,000.00 NEW ACC 100.07 245,169.05 169.05 169.05 3.05 0.43 DTD 07/24/2020 0.450%07/24/2024 CHIPPEWA VALLEY BANK 169894AT9 245,000.00 NEW ACC 99.77 244,432.09 (567.91) (567.91) 4.04 0.56 DTD 07/29/2020 0.500%07/29/2025 MEDALLION BANK UTAH 58404DHO7 245,000.00 NEW ACC 99.97 244,918.42 (81.58) (81.58) 4.04 0.56 DTD 07/30/2020 0.550%07/30/2025 Security Type Sub-Total 1,225,000.00 1,237,040.78 12,040.78 12,040.78 2.83 0.41 Asset-Backed Security MBALT 2021-A A3 58770GAC4 180,000.00 MITSU 100.01 180,012.19 30.39 27.79 1.32 0.25 DTD 01/27/2021 0.250%01/16/2024 HALST 2021-A A4 44891TAD8 280,000.00 SOCGEN 100.07 280,186.14 209.44 206.79 1.86 0.40 DTD 01/20/2021 0.420%12/16/2024 GMALT 2021-1 A4 36261RADO 515,000.00 RBC 99.93 514,657.94 (264.30) (271.08) 1.89 0.35 DTD 02/24/2021 0.330%02/20/2025 HAROT 2021-1 A3 43813GAC5 530,000.00 3PM_CHA 99.91 529,506.52 (483.78) (484.59) 1.86 0.29 DTD 02/24/2021 0.270%04/21/2025 HART 2021-A A3 44933LAC7 540,000.00 BARCLAY 99.97 539,856.09 (87.10) (89.37) 2.12 0.39 DTD 04/28/2021 0.380%09/15/2025 GMCAR 2021-1 A3 36261LAC5 375,000.00 DEUTSCH 99.82 374,336.36 (603.94) (609.53) 1.92 0.39 DTD 01/20/2021 0.350%10/16/2025 CARMX 2021-1 A3 14316NAC3 120,000.00 MITSU 99.88 119,857.21 (119.08) (121.14) 2.10 0.37 DTD 01/27/2021 0.340%12/15/2025 CARMX 2021-2 A3 143140AC8 810,000.00 MERRILL 100.13 811,071.95 1,246.50 1,239.47 2.36 0.49 DTD 04/21/2021 0.520%02/17/2026 Security Type Sub-Total 3,350,000.00 3,349,484.40 (71.87) (101.66) 2.01 0.38 PFM Asset Management LLC Account 73340000 Page 18 Page 47 0 PfM Managed Account Fair Market Value &Analytics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt Managed Account Sub-Total 251,655,000.00 255,587,665.56 (1,540,655.05) (371,893.33) 2.56 0.43 Securities Sub-Total $251,655,000.00 $255,587,665.56 ($1,540,655.05) ($371,893.33) 2.56 0.43% Accrued Interest $764,374.77 Total Investments $256,352,040.33 FFM Asset Management LLC Account 73340000 Page 19 Page 48 0 Pfm Managed Account Security Transactions & Interest For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Transaction Type Principal Accrued Realized GIL Realized GIL Sale Trade Settle Security Description CUSIP Par Proceeds Interest Total Cost Amort Cost Method 06/02/21 06/04/21 US TREASURY N/B NOTES 91282CCF6 6,100,000.00 (6,086,656.25) (500.00) (6,087,156.25) DTD 05/31/2021 0.750%05/31/2026 Transaction Type Sub-Total 6,100,000.00 (6,086,656.25) (500.00) (6,087,156.25) 06/02/21 06/02/21 MONEY MARKET FUND MONEY0002 0.00 0.00 2.85 2.85 06/15/21 06/15/21 HART 2021-A A3 44933LAC7 540,000.00 0.00 171.00 171.00 DTD 04/28/2021 0.380%09/15/2025 06/15/21 06/15/21 CARMX 2021-2 A3 14314OAC8 810,000.00 0.00 351.00 351.00 DTD 04/21/2021 0.520%02/17/2026 06/15/21 06/15/21 CARMX 2021-1 A3 14316NAC3 120,000.00 0.00 34.00 34.00 DTD 01/27/2021 0.340%12/15/2025 06/15/21 06/15/21 WAL-MART STORES INC CORP 931142DU4 3,000,000.00 0.00 35,250.00 35,250.00 (CALLABLE)NOTE DTD 10/20/2017 2.350%12/15/2022 06/15/21 06/15/21 US TREASURY NOTES 912828ZU7 6,500,000.00 0.00 8,125.00 8,125.00 DTD 06/15/2020 0.250%06/15/2023 06/15/21 06/15/21 MBALT 2021-A A3 58770GAC4 180,000.00 0.00 37.50 37.50 DTD 01/27/2021 0.250%01/16/2024 06/15/21 06/15/21 HALST 2021-A A4 44891TAD8 280,000.00 0.00 98.00 98.00 DTD 01/20/2021 0.420%12/16/2024 06/16/21 06/16/21 GMCAR 2021-1 A3 36261LAC5 375,000.00 0.00 109.38 109.38 DTD 01/20/2021 0.350%10/16/2025 06/17/21 06/17/21 FANNIE MAE NOTES 3135G04Z3 9,000,000.00 0.00 22,500.00 22,500.00 DTD 06/19/2020 0.500%06/17/2025 06/20/21 06/20/21 GMALT 2021-1 A4 36261RADO 515,000.00 0.00 141.63 141.63 DTD 02/24/2021 0.330%02/20/2025 06/21/21 06/21/21 HAROT 2021-1 A3 43813GAC5 530,000.00 0.00 119.25 119.25 DTD 02/24/2021 0.270%04/21/2025 06/24/21 06/24/21 ENERBANK USA 29278TOD5 245,000.00 0.00 93.64 93.64 DTD 07/24/2020 0.450%07/24/2024 06/29/21 06/29/21 FREDDIE MAC NOTES 3134GBVA7 3,000,000.00 0.00 28,875.00 28,875.00 DTD 06/29/2017 1.925%06/29/2022 PFM Asset Management LLC Account 73340000 Page 20 Page 49 0 Pfm Managed Account Security Transactions & Interest For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA - 73340000 Transaction Type Principal Accrued Realized GIL Realized GIL Sale Trade Settle Security Description CUSIP Par Proceeds Interest Total Cost Amort Cost Method 06/29/21 06/29/21 CHIPPEWA VALLEY BANK 169894AT9 245,000.00 0.00 104.04 104.04 DTD 07/29/2020 0.500%07/29/2025 06/29/21 06/29/21 WELLS FARGO BANK NA 949763S64 245,000.00 0.00 395.36 395.36 DTD 01/29/2020 1.900%01/30/2023 06/30/21 06/30/21 US TREASURY NOTES 912828ZX1 8,000,000.00 0.00 5,000.00 5,000.00 DTD 06/30/2020 0.125%06/30/2022 06/30/21 06/30/21 US TREASURY NOTES 912828N30 5,000,000.00 0.00 53,125.00 53,125.00 DTD 12/31/2015 2.125%12/31/2022 06/30/21 06/30/21 US TREASURY NOTES 91282CBC4 3,900,000.00 0.00 7,312.50 7,312.50 DTD 12/31/2020 0.375%12/31/2025 06/30/21 06/30/21 MEDALLION BANK UTAH 58404DHO7 245,000.00 0.00 114.45 114.45 DTD 07/30/2020 0.550%07/30/2025 Transaction Type Sub-Total 42,730,000.00 0.00 161,959.60 161,959.60 06/02/21 06/04/21 US TREASURY NOTES 912828X47 5,500,000.00 5,590,234.38 9,808.08 5,600,042.46 (61,875.00) 3,539.91 FIFO DTD 05/01/2017 1.875%04/30/2022 Transaction Type Sub-Total 5,500,000.00 5,590,234.38 9,808.08 5,600,042.46 (61,875.00) 3,539.91 Managed Account Sub-Total (496,421.87) 171,267.68 (325,154.19) (61,875.00) 3,539.91 Total Security Transactions ($496,421.87) $171,267.68 ($325,154.19) ($61,875.00) $3,539.91 PFM Asset Management LLC Account 73340000 Page 21 Page 50 City of Rancho Cucamonga Summary of Cash and Investments with Fiscal Agents For the Month Ended 6/30/2021 Trustee and/or Purchase Maturity Cost Bond Issue/Description Paving Anent Account Name Trust Account# Fund Investment Date Date' Yield Value Assessment District No 93-1 Wells Fargo Improvement Fund 16913302 101 Money Market Fund 8/4/1997 N/A 0.01% $ 301,277.73 Masi Plaza Reserve Fund 16913301 841 Money Market Fund 8/4/1997 N/A 0.01% 242,500.00 Redemp.Fund 16913300 841 Money Market Fund 8/4/1997 N/A 0.01% 34.32 $ 543,812.05 CFD 2003-01 Improvement Area 1(2013) Wells Fargo Reserve Fund 46571801 865 Money Market Fund 9/1/2013 N/A 0.01% $ 1,417,046.60 Agency Project 46571807 614 Money Market Fund 9/1/2013 N/A 0.01% 77,810.10 Cultural Center Fund 46571808 615 Money Market Fund 9/1/2013 N/A 0.01% 191,840.06 Bond Fund 46571800 864 Money Market Fund 9/1/2013 N/A 0.01% 1.39 Developer Project 46571806 614 Money Market Fund 9/1/2013 N/A 0.01% 98,090.48 Special Tax 46571805 864 Money Market Fund 9/1/2013 N/A 0.01% 77.15 $ 1,784,865.78 CFD 2003-01 Improvement Area 2(2013) Wells Fargo Bond Fund 46659800 866 Money Market Fund 12/1/2013 N/A 0.01% $ 0.23 Reserve Fund 46659801 867 Money Market Fund 12/1/2013 N/A 0.01% 132,478.07 Special Tax Fund 46659805 866 Money Market Fund 12/1/2013 N/A 0.01% 7.23 $ 132,485.53 CFD No 2004-01 Rancho Etiwanda Series Wells Fargo Admin Expense Fund 48436802 Money Market Fund N/A 0.01% $ - Bond Fund 48436800 820 Money Market Fund N/A 0.01% 2.66 Reserve Fund 48436801 821 Money Market Fund N/A 0.01% 1,187,405.05 Special Tax Fund 48436807 820 Money Market Fund N/A 64.73 Project Fund 48436809 617 Money Market Fund N/A 44,979.98 $ 1,232,452.42 2014 Rancho Summit Wells Fargo Cost of Issuance Fund 48709906 Money Market Fund N/A $ - Bond Fund 48709900 858 Money Market Fund N/A 0.52 Reserve Fund 48709901 859 Money Market Fund N/A 260,763.06 Special Tax Fund 48709907 858 Money Market Fund N/A 14.19 Rebate Fund 48709908 Money Market Fund N/A - Redemption Fund 48709903 Money Market Fund N/A Prepayment Fund 48709904 Money Market Fund N/A - $ 260,777.77 2019 Lease Revenue Bonds Wells Fargo Bond Fund 82631600 711 Money Market Fund 2/28/2019 N/A $ 0.56 Interest 82631601 711 Money Market Fund 2/28/2019 N/A 0.98 Principal 82631602 711 Money Market Fund 2/28/2019 N/A 1.71 Acquisition and Construciton-Series A 82631605 711 Money Market Fund 2/28/2019 N/A 7,632,734.10 Acquisition and Construciton-Series B 82631606 711 Money Market Fund 2/28/2019 N/A 2,294,187.84 Cost of Issuance 82631607 711 Money Market Fund 2/2 812 0 1 9 N/A Page 1 &nbsp; &nbsp; Page 51 City of Rancho Cucamonga Summary of Cash and Investments with Fiscal Agents For the Month Ended 6/30/2021 Trustee and/or Purchase Maturity Cost Bond Issue/Description Paving Agent Account Name Trust Account# Fund Investment Date Date' Yield Value $ 9,926,925.19 Escrow Acct-Day Creek Villas Sr.Affordable Housing Chase Bank City of Rancho Cucamonga 389918209 396 Money Market Fund 4/24/2019 N/A $ 3,522,910.68 $ 3,522,910.68 CFD No.2000-01 South Etiwanda Union Bank Rancho Cucamonga 2015 CFD2000-1 AGY 6712140200 7/30/2015 N/A $ - Special Tax Fund 6712140201 Money Market Fund 7/30/2015 N/A Bond Fund 6712140202 852 Money Market Fund 7/30/2015 N/A Prepayment Fund 6712140203 Money Market Fund 7/30/2015 N/A - Reserve Fund 6712140204 853 Money Market Fund 7/30/2015 N/A 0.00% 22,752.37 $ 22,752.37 CFD No.2000-02 Rancho Cucamonga Corporate Park Union Bank Rancho Cucamonga 2015 CFD2000-2 AGY 6712140300 Money Market Fund 7/30/2015 N/A $ - Special Tax Fund 6712140301 Money Market Fund 7/30/2015 N/A $ 0.02 Bond Fund 6712140302 856 Money Market Fund 7/30/2015 N/A $ 0.34 Prepayment Fund 6712140303 Money Market Fund 7/30/2015 N/A $ - Reserve Fund 6712140304 857 Money Market Fund 7/30/2015 N/A 0.00% 208,917.79 $ 208,918.15 CFD No.2001-01 IA 1&2,Series A Union Bank Rancho Cucamonga 2015 CFD2001-1 AGY 6712140400 Money Market Fund 7/30/2015 N/A $ - Special Tax Fund 6712140401 Money Market Fund 7/30/2015 N/A 0.07 Bond Fund 6712140402 860 Money Market Fund 7/30/2015 N/A 1.19 Prepayment Fund 6712140403 Money Market Fund 7/30/2015 N/A - Reserve Fund 6712140404 861 Money Market Fund 7/30/2015 N/A 0.00% 303,564.63 $ 303,565.89 CFD No.2001-01 IA3,Series B Union Bank Rancho Cucamonga 2015 CFD2001-1 AGY 6712140500 Money Market Fund 7/30/2015 N/A $ - Special Tax Fund 6712140501 Money Market Fund 7/30/2015 N/A 0.01 Bond Fund 6712140502 862 Money Market Fund 7/30/2015 N/A 0.23 Prepayment Fund 6712140503 Money Market Fund 7/30/2015 N/A - Reserve Fund 6712140504 863 Money Market Fund 7/30/2015 N/A 0.00% 29,473.06 $ 29,473.30 CFD No.2006-01 Vintner's Grove Union Bank Rancho Cucamonga 2015 CFD2006-1 AGY 6712140600 Money Market Fund 7/30/2015 N/A $ - Special Tax Fund 6712140601 Money Market Fund 7/30/2015 N/A 0.04 Bond Fund 6712140602 869 Money Market Fund 7/30/2015 N/A 0.68 Prepayment Fund 6712140603 Money Market Fund 7/30/2015 N/A - Reserve Fund 6712140604 870 Money Market Fund 7/30/2015 N/A 0.00% 130,769.92 $ 130,770.64 Page 2 &nbsp; &nbsp; Page 52 City of Rancho Cucamonga Summary of Cash and Investments with Fiscal Agents For the Month Ended 6/30/2021 Trustee and/or Purchase Maturity Cost Bond Issue/Description Paving Agent Account Name Trust Account# Fund Investment Date Date* Yield Value CFD No.2006-02 Amador on Rt.66 Union Bank Rancho Cucamonga 2015 CFD2006-2 AGY 6712140700 Money Market Fund 7/30/2015 N/A $ - Special Tax Fund 6712140701 Money Market Fund 7/30/2015 N/A 0.02 Bond Fund 6712140702 871 Money Market Fund 7/30/2015 N/A 0.51 Prepayment Fund 6712140703 Money Market Fund 7/30/2015 N/A - Reserve Fund 6712140704 872 Money Market Fund 7/30/2015 N/A 0.00% 79,471.48 $ 79,472.01 18,179,181.78 TOTAL CASH AND INVESTMENTS WITH FISCAL AGENTS $ 18,179,181.78 Note: These investments are money market accounts which have no stated maturity date as they may be liquidated upon demand. Page 3 &nbsp; &nbsp; Page 53 Rancho Cucamonga Fire Protection District J Portfolio Summary RANCHO June 30, 2021 CUCAMONGA Cash Dividends Closing Portfolio Holdings and Income Market Value PFM Managed Account $ 220.73 $ 24,801,966.26 PFM Cash Balance - 129,000.05 State Pool - 51,515,564.55 Passbook/Checking Accounts - 1,290,187.46 Total $ 220.73 $ 77,736,718.32 I certify that this report accurately reflects all District pooled investments and is in conformity with the investment policy adopted June 28, 2021. A copy of the investment policy is available in the Finance Department. The Investment Program herein shown provides sufficient cash flow liquidity to meet the next six months' estimated expenditures. — ( ��Lj 13 20 z .Lori Sassoon, Treasurer ate ATTfRMAENT 2 0 PfM Account Statement Consolidated Summary Statement For the Month Ending June 30, 2021 RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Portfolio Summary Investment Allocation Cash Dividends Closing Portfolio Holdings and Income Market Value Investment Type Closing Market Value Percent PFM Managed Account 220.73 24,801,966.26 Federal Agency Bond/ Note 2,516,676.50 3.24 State Pool 0.00 51,515,564.55 Corporate Note 1,480,402.44 1.91 Passbook/Checking Accounts 0.00 1,290,187.46 Certificate of Deposit- FDIC Insured 490,087.47 0.63 Commercial Paper 2,383,183.43 3.07 Total $220.73 $77,607,718.27 Supra-National Agency Bond/ Note 2,404,437.45 3.10 U.S.Treasury Bond/ Note 15,527,178.97 20.01 State Pool 51,515,564.55 66.38 Passbook/Checking Accounts 1,290,187.46 1.66 Total $77,607,718.27 100.000/0 Maturity Distribution(Fixed Income Holdings) Sector Allocation Portfolio Holdings Closing Market Value Percent Fed Agy Bond/ Passbook/Checking Note Under 30 days 54,307,274.51 69.99 Accounts 3.24% 31 to 60 days 0.00 0.00 1.66% Corporate Note 1.91/o 61 to 90 days 0.00 0.00 Cert of Deposit- 91 to 180 days 794,623.17 1.02 FDIC 0.63% 181 days to 1 year 2,603,714.26 3.35 Commercial Paper 1 to 2 years 4,843,944.53 6.24 3.07% 2 to 3 years 4,835,409.38 6.23 Supra-National Agency Bond/Note 3 to 4 years 5,098,150.31 6.57 3.10% 4 to 5 years 5,124,602.11 6.60 US TSY Bond/Note 20.01% Over 5 years 0.00 0.00 Total $77,607,718.27 100.000/0 State Pool 66.38% Weighted Average Days to Maturity 310 PFM Asset Management LLC Summary Page 1 Page 55 0 PfM Managed Account Summary Statement For the Month Ending 3une 30, 2021 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - 73340100 Transaction Summary-Managed Account Cash Transactions Summary- Managed Account Opening Market Value $24,871,269.29 Maturities/Calls 0.00 Maturities/Calls 0.00 Sale Proceeds 0.00 Principal Dispositions 0.00 Coupon/Interest/Dividend Income 220.73 Principal Acquisitions 0.00 Principal Payments 0.00 Unsettled Trades 0.00 Security Purchases 0.00 Change in Current Value (69,303.03) Net Cash Contribution 0.00 Reconciling Transactions 0.00 Closing Market Value $24,801,966.26 Earnings Reconciliation(Cash Basis)- Managed Account Cash Balance Interest/Dividends/Coupons Received 220.73 Closing Cash Balance $129,000.05 Less Purchased Interest Related to Interest/Coupons 0.00 Plus Net Realized Gains/Losses 0.00 Total Cash Basis Earninas $220.73 Earnings Reconciliation(Accrual Basis) Total Ending Amortized Value of Securities 24,852,262.90 Ending Accrued Interest 45,312.05 Plus Proceeds from Sales 0.00 Plus Proceeds of Maturities/Calls/Principal Payments 0.00 Plus Coupons/Dividends Received 220.73 Less Cost of New Purchases 0.00 Less Beginning Amortized Value of Securities (24,864,482.02) Less Beginning Accrued Interest (22,135.47) Total Accrual Basis Earnings $11,178.19 PFM Asset Management LLC Account 73340100 Page 1 Page 56 0 PfM Portfolio Summary and Statistics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - 73340100 - Account Summary Sector Allocation Description Par Value Market Value Percent U.S.Treasury Bond/ Note 15,265,000.00 15,527,178.97 62.60 Cert of Deposit- FDIC Supra-National Agency Bond/ Note 2,445,000.00 2,404,437.45 9.69 1.98% Federal Agency Bond/ Note 2,500,000.00 2,516,676.50 10.15 Commercial Paper Corporate Note 1,380,000.00 1,480,402.44 5.97 9.61% Commercial Paper 2,385,000.00 2,383 183.43 9.61 Corporate Note 5.97% Certificate of Deposit- FDIC Insured 490,000.00 490,087.47 1.98 Fed Agy Bond/ Managed Account Sub-Total 24,465,000.00 24,801,966.26 100.00% Note Accrued Interest 45,312.05 10.15% Total Portfolio 24,465,000.00 24,847,278.31 Unsettled Trades 0.00 0.00 Supra-National Agency Bond/Note US TSY Bond/Note 9.69% 62.60% Maturity Distribution Characteristics 20.56% 20.66% Yield to Maturity at Cost 0.55% 19.53% 19.50% Yield to Maturity at Market 0.48% Weighted Average Days to Maturity 967 10.50% 9.25% 0.00% 0-6 Months 6-12 Months 1-2 Years 2-3 Years 3-4 Years 4-5 Years Over 5 Years PFM Asset Management LLC Account 73340100 Page 2 Page 57 0 pfm Managed Account Issuer Summary For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - 73340100 Issuer Summary Credit Quality(S&P Ratings) Market Value Issuer of Holdings Percent A- AMAZON.COM INC 374,678.63 1.51 NR 2.23% BANK OF AMERICA CO 180,993.78 0.73 1.98% A-1 CITIGROUP INC 185,819.69 0.75 BBB+ 9.61% ENERBANK USA 245,169.05 0.99 2.23% AA o AAA 1.51/o FANNIE MAE 1,501,522.50 6.05 9.69% FEDERAL FARM CREDIT BANKS 1,015,154.00 4.09 GOLDMAN SACHS GROUP INC 182,524.49 0.74 INTL BANK OF RECONSTRUCTION AND DEV 2,404,437.45 9.70 JP MORGAN CHASE&CO 372,153.12 1.50 LMA AMERICAS LLC 794,165.25 3.20 MEDALLION BANK UTAH 244,918.42 0.99 MITSUBISHI UFJ FINANCIAL GROUP INC 794,395.01 3.20 MORGAN STANLEY 184,232.73 0.74 AA+ RABOBANK NEDERLAND 794,623.17 3.20 72.75% UNITED STATES TREASURY 15,527,178.97 62.61 Total $24,801,966.26 100.000/0 PFM Asset Management LLC Account 73340100 Page 3 Page 58 0 PfM Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - 73340100 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value U.S.Treasury Bond / Note US TREASURY NOTES 91282CAX9 2,440,000.00 AA+ Aaa 05/25/21 05/26/21 2,440,476.56 0.11 258.33 2,440,445.54 2,438,856.13 DTD 11/30/2020 0.125%11/30/2022 US TREASURY NOTES 9128284S6 2,295,000.00 AA+ Aaa 05/25/21 05/26/21 2,414,591.02 0.16 5,345.59 2,408,733.50 2,405,088.40 DTD 05/31/2018 2.750%05/31/2023 US TREASURY NOTES 9128285P1 2,260,000.00 AA+ Aaa 05/25/21 05/26/21 2,410,342.97 0.22 5,503.35 2,404,447.17 2,398,425.00 DTD 11/30/2018 2.875%11/30/2023 US TREASURY N/B NOTES 91282CCC3 2,450,000.00 AA+ Aaa 05/25/21 05/26/21 2,445,310.55 0.31 782.27 2,445,466.14 2,436,984.38 DTD 05/15/2021 0.250%05/15/2024 US TREASURY NOTES 912828YV6 2,345,000.00 AA+ Aaa 05/25/21 05/26/21 2,431,563.48 0.44 2,979.30 2,429,136.47 2,419,746.88 DTD 11/30/2019 1.500%11/30/2024 US TREASURY NOTES 912828ZTO 2,475,000.00 AA+ Aaa 05/25/21 05/26/21 2,443,579.10 0.57 524.08 2,444,350.69 2,433,234.38 DTD 05/31/2020 0.250%05/31/2025 US TREASURY N/B NOTES 91282CBWO 1,000,000.00 AA+ Aaa 05/25/21 05/27/21 998.085.94 0.79 1,263.59 998,123.18 994,843.80 DTD 04/30/2021 0.750%04/30/2026 Security Type Sub-Total 15,265,000.00 15,583,949.62 0.33 16,656.51 15,570,702.69 15,527,178.97 Supra-NationalBond Note INTL BK RECON&DEVELOP NOTES 459058JS3 2,445,000.00 AAA Aaa 05/25/21 05/26/21 2,422,970.55 0.85 6,224.56 2,423,431.36 2,404,437.45 (CALLABLE) DTD 02/10/2021 0.650%02/10/2026 Security Type Sub-Total 2,445,000.00 2,422,970.55 0.85 6,224.56 2,423,431.36 2,404,437.45 Federal Agency Bond / Note FANNIE MAE NOTES 3136G3H65 1,500,000.00 AA+ Aaa 07/28/16 07/28/16 1,500,000.00 1.40 8,925.00 1,500,000.00 1,501,522.50 DTD 07/28/2016 1.400%07/28/2021 FEDERAL FARM CREDIT BANK NOTES 3133EHHH9 1,000,000.00 AA+ Aaa 05/02/17 05/02/17 998,000.00 1.96 3,146.67 999,665.94 1,015,154.00 DTD 05/02/2017 1.920%05/02/2022 Security Type Sub-Total 2,500,000.00 2,498,000.00 1.63 12,071.67 2,499,665.94 2,516,676.50 PFM Asset Management LLC Account 73340100 Page 4 Page 59 0 PfM Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - 73340100 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value Corporate MORGAN STANLEY CORPORATE NOTES 61746BDZ6 165,000.00 BBB+ Al 05/25/21 05/27/21 185,034.30 1.19 2,735.10 184,623.28 184,232.73 DTD 01/27/2016 3.875%01/27/2026 GOLDMAN SACHS GROUP INC CORP NOTES 38143U8H7 165,000.00 BBB+ A2 05/25/21 05/27/21 183.570.75 1.30 2,165.63 183,175.15 182,524.49 (CALL DTD 02/25/2016 3.750%02/25/2026 ]P MORGAN CORP(CALLABLE)NOTES 46625HOW3 340,000.00 A- A2 05/25/21 05/27/21 373,585.20 1.20 2,805.00 372,885.51 372,153.12 DTD 03/23/2016 3.300%04/01/2026 BANK OF AMERICA CORP NOTES 06051GFX2 165,000.00 A- A2 05/25/21 05/27/21 182,902.50 1.21 1,155.00 182,552.06 180,993.78 DTD 04/19/2016 3.500%04/19/2026 CITIGROUP CORP NOTES 172967KNO 170,000.00 BBB+ A3 05/25/21 05/27/21 187,113.90 1.29 963.33 186,781.13 185,819.69 DTD 05/02/2016 3.400%05/01/2026 AMAZON.COM INC CORPORATE NOTES 023135BX3 375,000.00 AA Al 05/25/21 05/27/21 375,356.25 0.98 510.42 375,349.36 374,678.63 DTD 05/12/2021 1.000%05/12/2026 Security Type Sub-Total 1,380,000.00 1,487,562.90 1.17 10,334.48 1,485,366.49 1,480,402.44 Commercial Paper COOPERATIEVE RABOBANK UA COMM 21687AYV9 795,000.00 A-1 P-1 05/25/21 05/26/21 794,504.45 0.12 0.00 794,599.85 794,623.17 PAPER DTD 04/28/2021 0.000%11/29/2021 LMA AMERICAS LLC COMM PAPER 53944RAR9 795,000.00 A-1 P-1 05/25/21 05/26/21 794,137.87 0.16 0.00 794,265.07 794,165.25 DTD 05/25/2021 0.000%01/25/2022 MUFG BANK LTD/NY COMM PAPER 62479MB31 795,000.00 A-1 P-1 05/25/21 05/26/21 794,112.25 0.15 0.00 794,231.50 794,395.01 DTD 05/25/2021 0.000%02/18/2022 Security Type Sub-Total 2,385,000.00 2,382,754.57 0.14 0.00 2,383,096.42 2,383,183.43 DepositCertificate of ENERBANK USA 29278TOD5 245,000.00 NR NR 07/24/20 07/24/20 245,000.00 0.45 21.14 245,000.00 245,169.05 DTD 07/24/2020 0.450%07/24/2024 PFM Asset Management LLC Account 73340100 Page 5 Page 60 0 PfM Managed Account Detail of Securities Held For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - 73340100 Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Dated Date/Coupon/Maturity CUSIP Par Rating Rating Date Date Cost at Cost Interest Cost Value DepositCertificate of MEDALLION BANK UTAH 58404DHO7 245,000.00 NR NR 07/30/20 07/30/20 245,000.00 0.55 3.69 245,000.00 244,918.42 DTD 07/30/2020 0.550%07/30/2025 Security Type Sub-Total 490,000.00 490,000.00 0.50 24.83 490,000.00 490,087.47 Managed Account Sub-Total 24,465,000.00 24,865,237.64 0.55 45,312.05 24,852,262.90 24,801,966.26 Securities Sub-Total $24,465,000.00 $24,865,237.64 0.55% $45,312.05 $24,852,262.90 $24,801,966.26 Accrued Interest $45,312.05 Total Investments $24,847,278.31 PFM Asset Management LLC Account 73340100 Page 6 Page 61 0 Pfm Managed Account Fair Market Value &Analytics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - 73340100 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt U.S.Treasury Bond I Note US TREASURY NOTES 91282CAX9 2,440,000.00 HSBC 99.95 2,438,856.13 (1,620.43) (1,589.41) 1.42 0.16 DTD 11/30/2020 0.125%11/30/2022 US TREASURY NOTES 9128284S6 2,295,000.00 HSBC 104.80 2,405,088.40 (9,502.62) (3,645.10) 1.88 0.24 DTD 05/31/2018 2.750%05/31/2023 US TREASURY NOTES 9128285P1 2,260,000.00 CITIGRP 106.13 2,398,425.00 (11,917.97) (6,022.17) 2.35 0.33 DTD 11/30/2018 2.875%11/30/2023 US TREASURY N/B NOTES 91282CCC3 2,450,000.00 BARCLAY 99.47 2,436,984.38 (8,326.17) (8,481.76) 2.87 0.44 DTD 05/15/2021 0.250%05/15/2024 US TREASURY NOTES 912828YV6 2,345,000.00 GOLDMAN 103.19 2,419,746.88 (11,816.60) (9,389.59) 3.34 0.56 DTD 11/30/2019 1.500%11/30/2024 US TREASURY NOTES 912828ZTO 2,475,000.00 WELLS_F 98.31 2,433,234.38 (10,344.72) (11,116.31) 3.90 0.69 DTD 05/31/2020 0.250%05/31/2025 US TREASURY N/B NOTES 91282CBWO 1,000,000.00 BNP_PAR 99.48 994,843.80 (3,242.14) (3,279.38) 4.75 0.86 DTD 04/30/2021 0.750%04/30/2026 Security Type Sub-Total 15,265,000.00 15,527,178.97 (56,770.65) (43,523.72) 2.76 0.43 Supra-National Agency Bond Note INTL BK RECON&DEVELOP NOTES 4590583S3 2,445,000.00 KEYBANC 08/10/21 98.34 2,404,437.45 (18,533.10) (18,993.91) 0.12 1.02 (CALLABLE) DTD 02/10/2021 0.650%02/10/2026 Security Type Sub-Total 2,445,000.00 2,404,437.45 (18,533.10) (18,993.91) 0.12 1.02 Federal Agency Bond I Note FANNIE MAE NOTES 3136G3H65 1.500,000.00 NEW ACC 100.10 1,501,522.50 1,522.50 1,522.50 0.08 0.09 DTD 07/28/2016 1.400%07/28/2021 FEDERAL FARM CREDIT BANK NOTES 3133EHHH9 1.000,000.00 NEW ACC 101.52 1,015,154.00 17,154.00 15,488.06 0.83 0.11 DTD 05/02/2017 1.920%05/02/2022 Security Type Sub-Total 2,500,000.00 2,516,676.50 18,676.50 17,010.56 0.38 0.10 Corporate PFM Asset Management LLC Account 73340100 Page 7 Page 62 0 PfM Managed Account Fair Market Value &Analytics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - 73340100 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt Corporate MORGAN STANLEY CORPORATE NOTES 61746BDZ6 165,000.00 BNP_PAR 111.66 184,232.73 (801.57) (390.55) 4.20 1.25 DTD 01/27/2016 3.875%01/27/2026 GOLDMAN SACHS GROUP INC CORP NOTES 38143U8H7 165,000.00 JPM_CHA 11/25/25 110.62 182,524.49 (1,046.26) (650.66) 4.07 1.38 (CALL DTD 02/25/2016 3.750%02/25/2026 ]P MORGAN CORP(CALLABLE)NOTES 46625HOW3 340,000.00 JSEB 01/01/26 109.46 372,153.12 (1,432.08) (732.39) 4.20 1.24 DTD 03/23/2016 3.300%04/01/2026 BANK OF AMERICA CORP NOTES 06051GFX2 165,000.00 FIFTH_3 109.69 180,993.78 (1,908.72) (1,558.28) 4.45 1.41 DTD 04/19/2016 3.500%04/19/2026 CITIGROUP CORP NOTES 172967KNO 170,000.00 JPM_CHA 109.31 185,819.69 (1,294.21) (961.44) 4.50 1.40 DTD 05/02/2016 3.400%05/01/2026 AMAZON.COM INC CORPORATE NOTES 023135BX3 375,000.00 UBS 99.91 374,678.63 (677.62) (670.73) 4.76 1.02 DTD 05/12/2021 1.000%05/12/2026 Security Type Sub-Total 1,380,000.00 1,480,402.44 (7,160.46) (4,964.05) 4.39 1.24 Commercial Paper COOPERATIEVE RABOBANK UA COMM 21687AYV9 795,000.00 RBC 99.95 794,623.17 118.72 23.32 0.42 0.11 PAPER DTD 04/28/2021 0.000%11/29/2021 LMA AMERICAS LLC COMM PAPER 53944RAR9 795,000.00 JPM_CHA 99.90 794,165.25 27.38 (99.82) 0.58 0.18 DTD 05/25/2021 0.000%01/25/2022 MUFG BANK LTD/NY COMM PAPER 62479MB31 795,000.00 MITSU 99.92 794,395.01 282.76 163.51 0.65 0.12 DTD 05/25/2021 0.000%02/18/2022 Security Type Sub-Total 2,385,000.00 2,383,183.43 428.86 87.01 0.55 0.14 DepositCertificate of ENERBANK USA 29278TOD5 245,000.00 NEW ACC 100.07 245,169.05 169.05 169.05 3.05 0.43 DTD 07/24/2020 0.450%07/24/2024 MEDALLION BANK UTAH 58404DHO7 245,000.00 NEW ACC 99.97 244,918.42 (81.58) (81.58) 4.04 0.56 DTD 07/30/2020 0.550%07/30/2025 Security Type Sub-Total 490,000.00 490,087.47 87.47 87.47 3.54 0.49 PFM Asset Management LLC Account 73340100 Page 8 Page 63 0 PfM Managed Account Fair Market Value &Analytics For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - 73340100 Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost Duration at Mkt Managed Account Sub-Total 24,465,000.00 24,801,966.26 (63,271.38) (50,296.64) 2.17 0.48 Securities Sub-Total $24,465,000.00 $24,801,966.26 ($63,271.38) ($50,296.64) 2.17 0.48% Accrued Interest $45,312.05 Total Investments $24,847,278.31 PFM Asset Management LLC Account 73340100 Page 9 Page 64 0 Pfm Managed Account Security Transactions & Interest For the Month Ending June 30, 2021 CITY OF RANCHO CUCAMONGA, FIRE PROT DIST - 73340100 Transaction Type Principal Accrued Realized GIL Realized GIL Sale Trade Settle Security Description CUSIP Par Proceeds Interest Total Cost Amort Cost Method 06/02/21 06/02/21 MONEY MARKET FUND MONEY0002 0.00 0.00 12.64 12.64 06/24/21 06/24/21 ENERBANK USA 29278TOD5 245,000.00 0.00 93.64 93.64 DTD 07/24/2020 0.450%07/24/2024 06/30/21 06/30/21 MEDALLION BANK UTAH 58404DHO7 245,000.00 0.00 114.45 114.45 DTD 07/30/2020 0.550%07/30/2025 Transaction Type Sub-Total 490,000.00 0.00 220.73 220.73 Managed Account Sub-Total 0.00 220.73 220.73 Total Security Transactions $0.00 $220.73 $220.73 PFM Asset Management LLC Account 73340100 Page 10 Page 65 NONgq I � DATE: July 21, 2021 TO: President and Members of the Board of Directors FROM: John R. Gillison, City Manager INITIATED BY: Tamara L. Oatman, Finance Director Noah Daniels, Deputy Director of Finance SUBJECT: Consideration of Resolutions Approving the Special Tax Levy for Community Facilities District Nos. 85-1 and 88-1 for Fiscal Year 2021/22. (RESOLUTION NO. FD 2021-023, RESOLUTION NO. FD 2021-024) (FIRE) RECOMMENDATION: Staff recommends that the Fire Board adopt the Resolutions approving the special tax levy for Community Facilities District (CFD) Nos. 85-1 and 88-1 (each a "District" and collectively the "Districts") for Fiscal Year 2021/22. BACKGROUND: Annually, prior to the County's direct assessment enrollment deadline in August, the Fire Board must adopt a Resolution approving the special tax levy as reflected in the respective Annual Status Report for each District. If approved, staff will file the certified list of all parcels subject to the special tax levy for each District with the County of San Bernardino to be included in the property owners' property tax billings. ANALYSIS: The special taxes pay for public facilities and services provided by the Districts. All the costs related to the Districts are costs of the Districts, not the Fire District nor its General Fund. Thus, all costs related to administering the Districts are the responsibility of the property owners within the Districts. However, in Fiscal Year 2019/20, the Fire Board approved a rate reduction for CFD 88-1. This reduction lowered rates to the same level as CFD 85-1 in order to create rate uniformity for the property owners within the Districts. As a result, the Fire District General Fund supplements the financial deficit in CFD 88-1. The table below summarizes the special tax levy (for a single-family residence) for each District for Fiscal Year 2021/22: District Current Levy Recommended Maximum Levy Notes CFD 85-1 $144.12 $144.12 $185.21 No change from prior year. CFD 88-1 $55.43 to $55.43 to $599.74 to No change from $144.12 $144.12 $1,566.64 prior year. Page 66 CFD 85-1 has an operating deficit in Fiscal Year 2021/22 due to increased fire suppression personnel costs. The District has sufficient resources to cover this deficit in Fiscal Year 2021/22 and future fiscal years. Therefore, staff is not recommending an increase at this time. FISCAL IMPACT: The Districts are separate from the Fire District General Fund. The special tax revenues that are collected for each District are used for the related services and administration costs for only that District. The reduction in the CFD 88-1 assessment revenue will continue to be offset by budgeted supplemental funds from the Fire District General Fund to fully fund the services pertaining to this District. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: This item brings together portions of the Council's vision and core values. The delivery of vital fire and life safety services to residents, visitors, and businesses, through an innovative combination of risk reduction and emergency response programs, promotes and enhances a safe and healthy community for all. ATTACHMENTS: Attachment 1 — Resolution CFD 85-1 Attachment 2 —Annual Status Report - CFD 85-1 Attachment 3— Resolution CFD 88-1 Attachment 4 —Annual Status Report - CFD 88-1 Page 2 Page 67 RESOLUTION NO. FD 2021-XXX A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, SAN BERNARDINO COUNTY, CALIFORNIA, ESTABLISHING THE ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 85-1 FOR FISCAL YEAR 2021/22 WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District, California, (formerly Foothill Fire Protection District, hereinafter referred to as the "legislative body"), (a) initiated proceedings in 1985 to (i) form the Foothill Fire Protection District Community Facilities District No. 85-1 ("CFD No. 85-1") and (ii) authorize the levy of special taxes within CFD No. 85-1; (b) held a public hearing regarding the foregoing and formed CFD No. 85-1; and (c) conducted an election on December 10, 1985 and more than two-thirds (2/3) of the qualified electors voted in favor of a proposition authorizing the levy of special taxes in CFD No. 85-1, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982," being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California (the "Act"); and WHEREAS, this legislative body, by ordinance, as authorized by Section 53340 of the Government Code of the State of California, has authorized the annual levy of a special tax to pay for costs and expenses related to said CFD No. 85-1 at the rate and apportion the special tax in the manner specified in the resolution adopted pursuant to Article 2 (commencing with Section 53318 of the Government Code), except that this Board of Directors may levy the special tax at a lower rate; and WHEREAS, this Board of Directors desires to levy a special tax in the CFD No. 85-1 for the Fiscal Year 2021/22 NOW, THEREFORE, THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, HEREBY RESOLVES: SECTION 1: Levy of Special Tax. That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for the Fiscal Year 2021/22 for the CFD No. 85-1 is hereby determined and established as set forth in the attached, referenced and incorporated Exhibit "A". SECTION 2: Exempt Properties. That properties or entities of the State, Federal or other local governments shall be exempt from such special tax. SECTION 3: Use of Special Tax. That the proceeds of the special tax shall be used to pay, in whole or in part, the costs of the following, in the following order of priority: (a) The construction, acquisition, expansion and/or rehabilitation of public facilities, within or for the benefit of the CFD No. 85-1 generally described as follows: Fire protection and suppression facilities and appurtenances, including equipment, real property and other tangible property with an estimated useful life of five years or longer. (b) The services to be provided within the CFD No. 85-1 are generally described as follows: The performance by employees of functions, operations and maintenance and repair activities in order to provide fire protection within the CFD No. 85-1. (c) The repayment of advances and loans. The special tax shall be used solely for the purposes specified above and for no other purpose. Resolution No. FD 2021-XXX - Page 1 of 4 Page 68 ATTACHMENT 1 SECTION 4: Annual Adjustment in Maximum Special Tax. Pursuant to authorization of the qualified electorate, this Board of Directors hereby declares that it shall annually adjust the maximum special tax based upon the lesser of: (a) changes in cost of living; or (b) changes in cost of living and changes in population as defined in Section 7901 of the Government Code occurring within the CFD No. 85-1 in the immediately preceding fiscal year. (c) The maximum authorized special tax rates are set forth in the attached referenced and incorporated Exhibit "B" SECTION 5: Collection of Special Tax. The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes. PASSED, APPROVED, AND ADOPTED this 21s' day of July 2021. Resolution No. FD 2021-XXX - Page 2 of 4 Page 69 ATTACHMENT 1 EXHIBIT "A" SPECIAL TAX FOR FISCAL YEAR 2021/22 IN MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 85-1 RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Actual Annual Special Tax Structures Fiscal Year 2021122 Residential $144.12 per DU Multi-Family Residential 2 DU 1.75 ($144.12) 3 DU 2.25 ($144.12) 4 DU 2.65 ($144.12) 5 - 14 DU 2.65 ($144.12) + {0.35 (TU-4) ($144.12)} 15 - 30 DU 6.15 ($144.12) + {0.30(TU - 14) ($144.12)1 31 - 80 DU 10.65 ($144.12) + {0.25(TU - 30) ($144.12)) 80 - up DU 23.15 ($144.12) + {0.20(TU - 80) ($144.12)} Commerical $144.12 per acre + 0.078 per SF Industrial $144.12 per acre + 0.095 per SF Note: DU = Dwelling Unit TU = Total Units SF = Square Foot Reduction Commercial and industrial structures shall be granted a $0.01 reduction in the special tax for the installation of complete sprinkler systems. In addition, multi-floor commercial and industrial structures shall also be granted a $0.01 reduction (not cumulative) in special tax for each separate floor above or below the main ground floor of the structure. Resolution No. FD 2021-XXX - Page 3 of 4 Page 70 ATTACHMENT 1 EXHIBIT "B" MAXIMUM SPECIAL TAX FOR MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 85-1 IN FISCAL YEAR 2021/22 RANCHO CUCAMONGA FIRE PROTECTION DISTRICT Per Capita Cost of Fiscal Year Maximum Special Tax Living Change 2020/21 Base Fiscal Year 2021/22 1.0356% $178.84 DU $185.21 DU Maximum Annual Special Tax Structures Fiscal Year 2021/22 Residential $185.21 per DU Multi-Family Residential 2 DU 1.75 ($185.21) 3 DU 2.25 ($185.21) 4 DU 2.65 ($185.21) 5 - 14 DU 2.65 ($185.21) + {0.35 (TU-4) ($185.21)1 15 - 30 DU 6.15 ($185.21) + {0.30(TU - 14) ($185.21)1 31 - 80 DU 10.65 ($185.21) + {0.25(TU - 30) ($185.21)} 80 - Up DU 23.15 ($185.21) + {0.20(TU - 80) ($185.21)} Commerical $185.21 per acre + 0.096 per SF Industrial $185.21 per acre + 0.119 per SF Note: DU = Dwelling Unit TU = Total Units SF = Square Foot Reduction Commercial and industrial structures shall be granted a $0.01 reduction in the special tax for the installation of complete sprinkler systems. In addition, multi-floor commercial and industrial structures shall also be granted a $0.01 reduction (not cumulative) in special tax for each separate floor above or below the main ground floor of the structure. Resolution No. FD 2021-XXX - Page 4 of 4 Page 71 ATTACHMENT 1 RANCHO CUCAMONGA FIRE PROTECTION DISTRICT MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 85-1 ANNUAL STATUS REPORT J U LY 2021 ATTAEM��T 2 BACKGROUND On December 10, 1985, the electors within the boundary of Community Facilities District No. 85-1 (CFD No. 85-1) the Rancho Cucamonga Fire Protection District (formerly Foothill Fire Protection District, the "District") voted in favor of a proposition to authorize the levy of a special tax for fire suppression services and facilities, to establish an appropriations limit and to annually adjust the special tax and appropriations limit based upon changes in the cost of living and changes in population. CFD No. 85-1 is bounded generally on the north by the 210 Freeway, on the east by Etiwanda, on the south by 4t" and on the west by Archibald. The maximum special tax shall be annually adjusted for the lesser of (a) changes in cost of living; or (b) changes in the cost of living and changes in population as defined in Section 7901 of the Government Code, as amended. It has been determined that there are sufficient revenues available in the CFD No. 85-1 to meet all financial obligations without an increase to the CFD No. 85-1 for Fiscal Year 2021/22. The maximum tax rate which could be levied is adjusted per the March Consumer Price Index for all Urban Consumers (CPI-U), for the Riverside — San Bernardino — Ontario Consumer Price Index area. The change in the Cost of Living is 1.0356% for Fiscal Year 2021/22. Community Facilities District No. 85-1 1 Fiscal Year 2021/22 ATTAE IAT 2 COMMUNITY FACILITIES DISTRICT NO. 85-1 ANNUAL SPECIAL TAX FISCAL YEAR 2021/22 Actual Annual Special Tax Structures Fiscal Year 2021/22 Residential $144.12 per DU Multi-Family Residential 2 DU 1.75 ($144.12) 3 DU 2.25 ($144.12) 4 DU 2.65 ($144.12) 5 - 14 DU 2.65 ($144.12) + {0.35 (TU-4) ($144.12)} 15 - 30 DU 6.15 ($144.12) + {0.30(TU - 14) ($144.12)1 31 - 80 DU 10.65 ($144.12) + {0.25(TU - 30) ($144.12)) 80 - up DU 23.15 ($144.12) + {0.20(TU - 80) ($144.12)} Commerical $144.12 per acre + 0.078 per SF Industrial $144.12 per acre + 0.095 per SF Note: DU = Dwelling Unit TU = Total Units SF = Square Foot Reduction Commercial and industrial structures shall be granted a $0.01 reduction in the special tax for the installation of complete sprinkler systems. In addition, multi-floor commercial and industrial structures shall also be granted a $0.01 reduction (not cumulative) in special tax for each separate floor above or below the main ground floor of the structure. Community Facilities District No. 85-1 2 Fiscal Year 2021/22 ATTAEMAT 2 COMMUNITY FACILITIES DISTRICT NO. 85-1 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 6,282,130 Anticipated Prior Year Delinquencies Collection 37,680 Subtotal - Taxes 6,319,810 Interest Revenue 20,850 Total Proposed Sources 6,340,660 Uses Communications 363,640 Fire Suppression 6,225,520 Fire Station Operations and Maintenance 119,230 Admin./General Overhead 292,080 Total Proposed Uses 7,000,470 Contribution to/(Use of) Fund Balance $ (659,810) Community Facilities District No. 85-1 3 Fiscal Year 2021/22 ATTAEMAT 2 -nn cn. 0 3 a' City of Rancho Cucamonga a � < Community Facilities District No. 85-1 CID RANCHO L Fire Protection. District CUCA.MO%GA .�.• ■ [6 L N O 0) ■ U N n .uuuuuI mini aa.IftI.I INIMMIMIMIN I.r.I.r.r.I: ■r.t.�.�.�.�.u�.�-�.ara.ra.�t.ifa� .F ■ ■Y N CID j ` ■ i p Hillside Rd _ i ! ; I Wilson Av n' l o Banyan St t :•_, -I 00 y U1 f 19th St INN a *- V Base Line Rd �} + i Base Line Rd ■ � i i Foothill BI Foothill BI Arrow Rt! i Arrow Rt Sth St:I.I_�.�.�.�.�. � a t6d, St! i to > �; `, i w Legend --1 5 4th St'._,_._ _._._ 4th St y ,k �,dam,a,d 9-grephk ff �,.,(Jdb et ')a Iabl=b erW tl.ogh •—•—•—•—•---._._._._._._._._._._._. CFD 85-1 dK ay of rmRm amm« .:p,—e d as.pa61e �1—«anilines d a ry l f.ewn [[U� City Limits prwd�m T�Merl Tri-— Fa not r h upon�lrionrot>r for any reesm [� Sly m ft$ ed-HV —ry ar, na 1 7donrahm pn�� hear, 7 Y �e.e� m J m cq a Pm ±.C—V.0k%art nrna n itnr n dMa, �am a.d ai E 2proerocvu and w.narr�L in Irq,Ere=ummn tM d.ample!Mrrar es t L d nxed.nh6lgy a,d Mt,—f«a paR ar purpose.Th. Oq&(mnd-a Cuanair� _ 41 V d.i �—M�ffi�any iWNItX, garde a�u aambm for(q am � 2 q W er ,%a„ «inamra�in am infmrat�prwde W.V-Ln)am:<mn« ICES N aawa p a�many P.—b.no upon�o-,kmrran awihne naea 1 RESOLUTION NO. FD 2021-XXX A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, SAN BERNARDINO COUNTY, CALIFORNIA, ESTABLISHING THE ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 88-1 FOR FISCAL YEAR 2021/22 WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District, California, (formerly Foothill Fire Protection District, hereinafter referred to as the "legislative body"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a community facilities district, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982," being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California. This community facilities district shall hereinafter be referred to as Community Facilities District No. 88-1 (hereinafter referred to as the "CFD No. 88-1"); and WHEREAS, this legislative body, by Ordinance, as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said CFD No. 88-1, and this legislative body is desirous to establish the specific rate of the special tax to be collected for the next fiscal year and to adjust the maximum special tax authorization to be levied. NOW, THEREFORE, THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the referenced CFD No. 88-1 is hereby determined and established as set forth in the attached, referenced, and incorporated Exhibit "A". SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized by ordinance of this legislative body, and is not in excess of that as previously approved by the qualified electors of the CFD No. 88-1. SECTION 4: That the proceeds of the special tax shall be used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal and interest on any outstanding authorized bonded indebtedness, if any; B. Necessary replenishment of bond reserve funds or other reserve funds, including sinking funds; C. Payment of costs and expenses of authorized public facilities and public services, including the administration of the special tax levy; and D. Repayment of advances and loans, if appropriate. The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: That the maximum authorized special tax rates for all developed properties are hereby adjusted pursuant to Ordinance No. 17. The maximum authorized special tax rates are set forth in the attached, referenced, and incorporated Exhibit "B". SECTION 6: The special tax shall be collected in the same manner as ordinary ad valorem Resolution No. FD 2021-XXX - Page 1 of 4 Page 77 ATTACHMENT property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 7: All monies above collected shall be paid into the CFD No. 88-1 funds, including any bond fund and reserve fund. SECTION 8: The County Auditor is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected in a space marked "public improvements," "special tax" or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax reference is made to the attached Exhibit "A". SECTION 9: The County Auditor shall then, at the close of the tax collection period, promptly render to the Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21st day of July 2021. Resolution No. FD 2021-XXX - Page 2 of 4 Page 78 ATTACHMENT EXHIBIT "A" SPECIAL TAX FOR FISCAL YEAR 2021/22 IN COMMUNITY FACILITIES DISTRICT NO. 88-1 RANCHO CUCAMONGA FIRE PROTECTION DISTRICT SPECIAL TAX LEVY SPECIAL TAX LEVY TAXING CLASSIFICATION FISCAL YEAR 2020/21 FISCAL YEAR 2021/22 1. DEVELOPED PROPERTY A. Residential Class 1 $144.12 $144.12 (more than 3,590 SF) B. Residential Class II 110.86 110.86 (3,077 to 3,589 SF) C. Residential Class 111 88.69 88.69 (2,564 to 3,076 SF) D. Residential Class IV 77.60 77.60 (2,308 to 2,563 SF) E. Residential Class V 66.52 66.52 (2,051 to 2,307 SF) F. Residential Class VI 60.97 60.97 (1,795 to 2,050 SF) G. Residential Class VII 55.43 55.43 (less than 1,795 SF) Commerical/Industrial Property $221.72 per acre or$0.061 $221.72 per acre or$0.061 per sq.ft of building area, per sq.ft of building area, whichever is greater whichever is greater 2. APPROVED PROPERTY $99.77 per lot or parcel $99.77 per lot or parcel 3. VACANT PROPERTY $5.54 per acre $5.54 per acre SF = Square Feet Resolution No. FD 2021-XXX - Page 3 of 4 Page 79 ATTACHMENT EXHIBIT "B" SPECIAL TAX FOR FISCAL YEAR 2021/22 IN COMMUNITY FACILITIES DISTRICT NO. 88-1 RANCHO CUCAMONGA FIRE PROTECTION DISTRICT MAXIMUM SPECIAL TAX RATE TAXING CLASSIFICATION FISCAL YEAR 2020/21 FISCAL YEAR 2021/22 1. DEVELOPED PROPERTY A. Residential Class 1 $1,481.00 $1,566.64 (more than 3,590 SF) B. Residential Class II 1,135.63 1,201.30 (3,077 to 3,589 SF) C. Residential Class III 906.26 958.66 (2,564 to 3,076 SF) D. Residential Class IV 794.33 840.26 (2,308 to 2,563 SF) E. Residential Class V 679.75 719.05 (2,051 to 2,307 SF) F. Residential Class VI 627.84 664.14 (1,795 to 2,050 SF) G. Residential Class VII 566.96 599.74 (less than 1,795 SF) Commerical/Industrial Property $2,279.45 per acre or$0.18426 $2,411.27 per acre or$0.19492 per sq.ft of building area, per sq.ft of building area, whichever is greater whichever is greater 2.APPROVED PROPERTY $200 per lot or parcel $200 per lot or parcel 3.VACANT PROPERTY $10.00 per acre $10.00 per acre SF= Square Feet NOTE: Escalation of maximum special rate. Calculation formula Fiscal Year 2021/22 Population CPI* Change Change Factor 1.0005 X 1.0573 = 1.05783 *CPI - California Per Capita Personal Income Resolution No. FD 2021-XXX - Page 4 of 4 ATTAERIAT 3 RANCHO CUCAMONGA FIRE PROTECTION DISTRICT MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 88-1 ANNUAL STATUS REPORT J U LY 2021 ATTAEM A T 4 BACKGROUND On April 4, 1989, the qualified voters approved the formation of Mello-Roos Community Facilities District No. 88-1 ("CFD No. 88-1") and authorized CFD No. 88-1 to annually levy a special tax to provide for fire protection services within northeast Etiwanda. On May 19, 1989, the Board of Directors of the Rancho Cucamonga Fire Protection District (formerly Foothill Fire Protection District) adopted an Ordinance authorizing the CFD No. 88-1, by Resolution, to annually levy a special tax in CFD No. 88-1 for purposes of land acquisition, fire station construction, purchase of equipment and operations and maintenance costs for fire protection services. CFD No. 88-1 is located within the boundaries of Highland, Cherry, Day Creek Channel and the San Bernardino National Forest. For Fiscal Year 2021/22, staff has determined that there are sufficient revenues available to meet all financial obligations; hence, there will be no increase in the actual assessment rate for CFD No. 88-1 for Fiscal Year 2021/22. The maximum special tax shall be annually adjusted for changes in cost of living; or changes in the cost of living and changes in population as defined in Section 7901 of the Government Code, as amended, whichever is lesser. The change in the cost of living and changes in population is 1.05783% for Fiscal Year 2021/22. Community Facilities District No. 88-1 1 Fiscal Year 2021/22 ATTAEM19 1T 4 COMMUNITY FACILITIES DISTRICT NO. 88-1 ANNUAL SPECIAL TAX FISCAL YEAR 2021122 SPECIAL TAX LEVY SPECIAL TAX LEVY TAXING CLASSIFICATION FISCAL YEAR 2020/21 FISCAL YEAR 2021/22 1. DEVELOPED PROPERTY A. Residential Class 1 $144.12 $144.12 (more than 3,590 SF) B. Residential Class II 110.86 110.86 (3,077 to 3,589 SF) C. Residential Class III 88.69 88.69 (2,564 to 3,076 SF) D. Residential Class IV 77.60 77.60 (2,308 to 2,563 SF) E. Residential Class V 66.52 66.52 (2,051 to 2,307 SF) F. Residential Class VI 60.97 60.97 (1,795 to 2,050 SF) G. Residential Class VII 55.43 55.43 (less than 1,795 SF) Commerical/Industrial Property $221.72 per acre or$0.061 $221.72 per acre or$0.061 per sq.ft of building area, per sq.ft of building area, whichever is greater whichever is greater 2.APPROVED PROPERTY $99.77 per lot or parcel $99.77 per lot or parcel 3.VACANT PROPERTY $5.54 per acre $5.54 per acre SF = Square Feet Community Facilities District No. 88-1 2 Fiscal Year 2021/22 ATTAEMAT 4 COMMUNITY FACILITIES DISTRICT NO. 88-1 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 411,460 Anticipated Prior Year Delinquencies Collection 7,390 Subtotal -Taxes 418,850 Transfers In 2,175,200 Total Proposed Sources 2,594,050 Uses Communications 90,920 Fire Suppression 2,358,010 Fire Station Operations and Maintenance 34,360 Admin./General Overhead 110,760 Total Proposed Uses $ 2,594,050 Community Facilities District No. 88-1 3 Fiscal Year 2021/22 ATTAE IAT 4 -n n v, o v 3 ' a d City o Rancho Cucamonga _ < fu ^ ammunity Facilities District No. 88-1 �� Fire Protetior� District RANCHO i E f y N {l1CRM4NGA ��.• 1 [� 0 -------------------------------------- �J CD 1 q} �0 r N N p Hillside Rd 1san Av ti h o Banyan 5t 'k i 00 4 A7- 74 S r--, 19th St Batic Line Rd Base Line Rd i G Foothill BI _ Foothill 131 Arrow Rt! Arrow Pt 8th 5tL.I.I■I.I.1.I4 i v6th A 1 w Legend D i > 4th !4th St 1.1.�.�.�.1.1. � ,.�.�.a,d geogmphk H .,.�,..e�d,..�•Y a��t bya��h CFD 8$-1 Dr e ory d non na nmm« aR pnxed a p�uc�.�d�d ri a nmu,. 7 7 7 �Q a m uz zgraa,—y,, «aadines of arq lrf won C �{U yw rnen n,a n.x idy apm u lriorrt�lr far my m m ne d rsemn � City Limits .d a u,c m rdmcdenw+fy m am aY W—u pm—ftl fuY The Cq d Rio Cl rqa oWIItlW art-is lFn .rl�F wry arc!all !Q mpnsena ,a r.n % lrb lnq,6rt r Ilmlled t,the i,plkd•.—a @ L L 4] } rrbo d ramm.b q ara!Elea f«a µa.n,tar parpme.Rae Oty of(and,C—a p = U _ i Z-n dual ner!•c ate.nor sauce anp iemYpc rgardla f u mumnm for(1)am � _ � LJJ Mlles dual �ss L mammeaa In am in m am p o adan a d m aq am auto« �n maa�.ry e m aay peraan rrJ =pm xe o,fm au« a acme r ebn 1 0-5 0 1 NONgq I � DATE: July 21, 2021 TO: President and Members of the Board of Directors FROM: John R. Gillison, City Manager INITIATED BY: Robert Neiuber, Human Resources Director Lucy Alvarez-Nunez, Management Analyst I SUBJECT: Consideration of a Resolution Adopting an Amendment to the Fire Support Services Association Salary Schedule for Fiscal Year 2021-2022. (RESOLUTION NO. FD 2021-021) (FIRE) RECOMMENDATION: Staff recommends the Rancho Cucamonga Fire Protection District Board of Directors adopt the attached resolution amending the Fire Support Services Association salary schedule for fiscal year 2021-2022. BACKGROUND: The Fire Board traditionally adopts salary resolutions for those classifications employed by the Rancho Cucamonga Fire District. These resolutions are updated twice a year to reflect changes in salaries, additions and deletions of classifications, changes in job titles, and other terms of employment. ANALYSIS: The attached resolution adopts changes approved in the fiscal year 2021-2022 budget. Changes to the Fire Support Services Association (FSSA) salary schedule include the addition of full-time Emergency Services Quality Improvement Nurse to support the growing demands of the division and help maintain and improve the Fire District's world-class delivery of Emergency Medical Services. The salary range for this position is set as the same rate as the part-time equivalent position. All other salary schedules, classifications, job titles, and other terms of employment remain the same. Staff recommends that the Fire Board approve the attached resolution amending the FSSA salary schedule for fiscal year 2021-2022 to include the aforementioned changes. FISCAL IMPACT: Adjustment to the FSSA salary schedule and its' fiscal impacts were accounted for in the fiscal year 2021-2022 budget. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: This item addresses the Council's core values of working towards continuous improvement. Page 86 ATTACHMENTS: Attachment 1 — Resolution No. FD 2021-021 Attachment 2 - Fire Support Services Association Salary Schedule Page 2 Page 87 RESOLUTION NO. FD 2021-XXX A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, RANCHO CUCAMONGA, CALIFORNIA, APPROVING AN AMENDMENT TO THE FIRE SUPPORT SERVICES ASSOCIATION SALARY SCHEDULE FOR FISCAL YEAR 2021- 2022. 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, additions and deletions of classifications, 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 Fire Support Services Association salary schedule (Attachment 2) effective July 21, 2021. PASSED, APROVED AND ADOPTED this 21st day of July 2021. Page 88 Resolution No. FD 2021-021 FIRE SUPPORT SERVICES ASSOCIATION SALARY SCHEDULE AS OF JULY 21, 2021 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 EMERGENCY MEDICAL SERVICES 41.14 43.20 45.36 47.63 50.01 52.51 Hourly QUALITY IMPROVEMENT NURSE 3,291.69 3,456.28 3,629.10 3,810.56 4,001.09 4,201.15 Bi-Weekly 7,132.01 7,488.62 7,863.06 8,256.22 8,669.04 9,102.50 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 4,380.97 4,600.02 4,830.02 5,071.52 5,325.09 Monthly Fire Support Services Associf#W68?y Schedule a July 21,2021 Resolution No. FD 2021-021 FIRE SUPPORT SERVICES ASSOCIATION SALARY SCHEDULE AS OF JULY 21, 2021 A B C D E F 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 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 6,612.13 6,942.74 7,289.88 7,654.37 8,037.09 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 4,548.84 4,776.28 5,015.10 5,265.85 5,529.15 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 5,279.66 5,543.65 5,820.83 6,111.87 6,417.46 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 6,067.37 6,370.74 6,689.28 7,023.74 7,374.93 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 6,608.05 6,938.45 7,285.37 7,649.64 8,032.12 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 6,074.02 6,377.72 6,696.61 7,031.44 7,383.01 Monthly Fire Support Services Associf#i�q� Schedule a July 21,2021 Resolution No. FD 2021-021 FIRE SUPPORT SERVICES ASSOCIATION SALARY SCHEDULE AS OF JULY 21, 2021 A B C D E F 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 5,112.95 5,368.60 5,637.03 5,918.88 6,214.83 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 Associj#g;� §jry Schedule July 21,2021 CITY OF RANCHO CUCAMONGA $l DATE: July 21, 2021 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Ivan Rojer, Fire Chief Rob Ball, Fire Marshal SUBJECT: Consideration of a Resolution Confirming Unpaid Weed and Fire Hazard Abatement Fees and Authorizing a Special Assessment on Affected Parcels on the Next Tax Roll. (RESOLUTION NO. 2021-080) (CITY) RECOMMENDATION: Staff recommends that the City Council adopt a resolution confirming unpaid weed and fire hazard abatement fees for calendar year 2020 and authorizing a special assessment of those fees against the associated parcel on the next tax roll. BACKGROUND: In 2010, the City Council adopted Ordinance 832, which is codified as Chapter 8.46 of the Municipal Code, providing for the removal of seasonal grasses, weeds, and other fire hazards. The Municipal Code authorizes the Rancho Cucamonga Fire Protection District, serving as the City's fire department, to perform weed and fire hazard abatement on behalf of the City. In accordance with the provisions of the Municipal Code, the Fire District provided notice to abate weeds and fire hazards to the owners of record of undeveloped parcels and provided a completion date for the required abatement work. Owners receiving such notices were advised of their right to object and appeal the order to abate. Parcels that were not abated by the compliance date were referred to an approved contractor who was authorized to perform the required abatement work by order of the Fire District. The contractor who completed the abatement work provided itemized invoices for the cost of the abatement work for each parcel. In accordance with the terms of the contract between the Fire District and the weed abatement contractor, the invoices from the contractor have been paid with Fire District funds. Using the itemized invoices submitted by the contractor, the Fire District prepared a report for the Finance Department that detailed the charges and fees for each parcel where the hazards were abated by the contractor. The Finance Department generated invoices based on the information provided in the report. The Fire District then created Notices of Payment due for the owners of parcels. These Notices included detailed itemization of the charges and fees being billed by the Fire District for weed and fire hazard abatement services along with information about the property owner's right to appeal the amount of the invoice in whole or in part. Written instructions for filing an appeal are included in the Notices. As allowed by Fire District Resolution FD 10-035 and where Page 92 applicable, the Fire District included a re-inspection fee and an administrative fee in the Notices of Payment Due. The report included with this resolution shows, by parcel and invoice number, the total amount of all charges for the work completed by the contractor and Fire District fees that have not been paid in accordance with the terms of the Notice of Payment Due. There is a total of 149 invoices affected by this resolution. ANALYSIS: In accordance with the Municipal Code, the City Council must confirm by resolution the unpaid fees in order for the Fire District to make a formal request to the County Assessor for the unpaid invoice to be a special assessment on the parcel and included on the next tax roll. The resolution offered herewith serves that purpose. This legislative action is required each time special tax assessments are sent to the County Assessor. Staff brings this matter to the Council once a year. FISCAL IMPACT: The weed and fire hazard abatement program was designed to be cost-neutral by recovering all charges and expenses associated with completing work required to bring non-compliant parcels into compliance with the City's weed and fire hazard abatement requirements. The resolution offered for consideration places the cost for the necessary work with the property owners whose choice or inaction resulted in the Fire District expending budgeted funds. By using all available means to recover the costs incurred by abating the hazards, the Fire District is ensuring that the weed and fire hazard abatement program will not have a fiscal impact on the City or the Fire District. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: By ensuring that costs incurred by the Fire District for weed and fire hazard abatement services are paid by the property owners through cost-recovery efforts, the City Council reaffirms its long- standing commitment to fiscal responsibility. With the program being cost-neutral through cost- recovery, weed and fire hazard abatement has long-term sustainability. The wildfire risk and hazard reduction achieved by this program contributes to a high quality of life for all and enhances the safety and health of all members of the community. ATTACHMENTS: Attachment 1 — Resolution No. 2021-080 Attachment 2 — Exhibit A Page 2 Page 93 RESOLUTION NO. 21-xxx A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA CONFIRMING AN ITEMIZED WRITTEN REPORT SHOWING THE ACTUAL COSTS OF WEED AND FIRE HAZARD ABATEMENT FOR EACH SEPARATE PARCEL OF LAND AS REQUIRED BY CALIFORNIA GOVERNMENT CODE SECTION 39574, PROVIDING THAT EACH SUCH COST OF ABATEMENT SHALL CONSTITUTE A SPECIAL ASSESSMENT AGAINST EACH LISTED PARCEL OF LAND PURSUANT TO CALIFORNIA GOVERNMENT CODE SECTION 39577, AND PROVIDING FOR THE FILING OF SAID REPORT WITH THE COUNTY ASSESSOR. WHEREAS, California Government Code Section 39502 authorizes the City of Rancho Cucamonga (City) to adopt an ordinance providing for the removal of grass, weeds, rubbish and other materials that can be dangerous or injurious to neighboring property or the health and welfare of residents in the vicinity and make the cost of removal a lien on the property. WHEREAS, The City adopted Ordinance 832, which is codified as Chapter 8.46 of the Municipal Code providing for the removal of grass, weeds, etc. as allowed by the Government Code. WHEREAS, Chapter 8.46 of the Municipal Code authorizes the Rancho Cucamonga Fire Protection District (District), serving as the City's fire department, to perform weed and fire hazard abatement on behalf of the City. WHEREAS, The District provided notice to abate weeds and fire hazards to the owners of record of unimproved parcels and provided a completion date for the required abatement, all as required by law. Owners receiving such notice were advised of their right to object and appeal the order to abate. WHEREAS, Parcels not abated by the completion date were referred to approved contractors to perform the required abatement work, by order of the District. WHEREAS, The District was provided with itemized billings for the cost of abatement for each parcel by the abatement contractors. Using the itemized contractors' billings, the District prepared an itemized, written report setting forth all abatement costs for each affected parcel, as required by California Government Code Section 39574 (written report). Prior to the adoption of this Resolution, the District billed the owners of record of the affected parcels listed in the written report for the cost of abatement, plus approved administrative fees as authorized by Government Code Section 39573 and District's fee resolution (collectively, costs of abatement). Owners receiving such billings were advised of their right to object and appeal the amount of the bill. None of the costs or fees set forth in the written report have been paid, nor are any the subject of a pending appeal. WHEREAS, Attached hereto as Exhibit A, and incorporated by reference herein, are the written reports required by California Government Code Section 39574, setting forth a true and correct list of parcels with unpaid weed abatement costs and fees, and the amount of all costs of abatement for each parcel. Exhibit A consists of two sheets — one for the unpaid weed abatement costs and fees for the spring abatements and one for the unpaid weed abatement costs and fees for the fall abatements. Resolution No. 21-xxx Page 1 of 2 ATTACHMENT 1 Page 94 WHEREAS, All legal prerequisites to the adoption of this Resolution have occurred. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY FINDS AND RESOLVES: 1. All costs of abatement set forth in Exhibit A are reasonable and do not exceed the actual costs to the City or District in providing abatement services. Based thereon, the City Council hereby confirms all costs set forth in the written report, Exhibit A hereto. 2. All costs of abatement for each parcel of land listed in Exhibit A shall constitute a special assessment and lien against that parcel of land, as authorized by California Government Code Section 39577 and Rancho Cucamonga Municipal Code Chapter 8.46. 3. The Fire Chief is hereby directed to deliver a certified copy of this Resolution, including Exhibit A hereto, to the San Bernardino County Assessor whereupon all costs of abatement set forth in Exhibit A shall constitute an assessment against each listed parcel as part of the County's tax assessments, and shall be made part of the tax rolls, all in accordance with California Government Code Sections 39578, 39579, 39580, and 39583 and any other provision of law applicable thereto. Thereafter, a lien shall attach against each such parcel upon recordation of the order confirming the assessment in the office of the County Recorder. PASSED, APPROVED, AND ADOPTED this day of 2021. Resolution No. 21-xxx Page 2 of 2 ATTACHMENT 1 Page 95 EXHIBIT A Spring 2020 Unpaid Weed Abatement Invoices Parcel Number Invoice Number Amount Due 020204162 AR129069 $1,180.00 020208233 AR129070 $197.50 020209132 AR129071 $197.50 020213141 AR129073 $175.00 020246161 AR129074 $372.50 020724121 AR129089 $197.50 020726205 AR129091 $208.75 020727125 AR129092 $1,490.00 020727127 AR129093 $1,620.00 020727189 AR129094 $1,140.00 020727197 AR129095 $550.00 020764102 AR129101 $412.50 020764105 AR129102 $550.00 020814118 AR129105 $175.00 020829101 AR129109 $197.50 020837713 AR129115 $175.00 020863247 AR129116 $750.00 020896105 AR129117 $722.50 020896106 AR129118 $525.00 020896107 AR129119 $547.50 020903257 AR129122 $197.50 020906325 AR129123 $175.00 020907116 AR129124 $265.00 020908509 AR129125 $175.00 020909209 AR129126 $1,597.50 020912226 AR129128 $220.00 020912227 AR129129 $310.00 020919221 AR129131 $197.50 020919222 AR129132 $197.50 020922104 AR129133 $175.00 020924106 AR129135 $197.50 020924208 AR129136 $175.00 020925105 AR129137 $372.50 021008141 AR129140 $2,610.00 021008142 AR129141 $2,520.00 022511108 AR129143 $875.00 022511109 AR129144 $875.00 022512283 AR129146 $372.50 022519109 AR129149 $550.00 022519139 AR129151 $355.00 022705131 AR129153 $875.00 022706157 AR129154 $875.00 ATTACHMENT 2 Page 96 022706173 AR129155 $875.00 022706174 AR129156 $875.00 022712145 AR129158 $197.50 022931114 AR129164 $175.00 022931115 AR129165 $920.00 022945128 AR129166 $3,200.00 106119109 AR129168 $480.00 106121125 AR129170 $175.00 106121128 AR129171 $175.00 106161118 AR129176 $175.00 106169122 AR129177 $220.00 106169123 AR129178 $220.00 106169124 AR129179 $220.00 106169125 AR129180 $265.00 106169126 AR129181 $220.00 106169127 AR129182 $265.00 107412111 AR129186 $265.00 107423105 AR129187 $175.00 107428110 AR129189 $530.00 107431113 AR129190 $175.00 107433107 AR129193 $640.00 107436110 AR129195 $220.00 107449130 AR129196 $412.50 107450102 AR129197 $502.50 107453109 AR129198 $197.50 107454102 AR129199 $220.00 107454116 AR129201 $197.50 107454120 AR129202 $242.50 107455122 AR129203 $197.50 107764145 AR129207 $197.50 108951101 AR129209 $1,930.00 108958107 AR129210 $308.75 110003107 AR129212 $547.50 110016102 AR129213 $383.75 110019104 AR129214 $2,015.00 110019139 AR129215 $570.00 110020103 AR129216 $175.00 110020107 AR129218 $1,270.00 Page 97 Fall 2020 Unpaid Weed Abatement Invoices Parcel Number Invoice Number Amount Due 020118240 AR129614 $1,645.00 020206132 AR129616 $715.00 020208233 AR129617 $450.00 020209132 AR129618 $450.00 020215102 AR129619 $450.00 020216109 AR129620 $450.00 020216143 AR129621 $670.00 020246161 AR129622 $670.00 020711301 AR129623 $472.50 020711302 AR129624 $197.50 020711303 AR129625 $197.50 020711304 AR129626 $197.50 020711305 AR129627 $197.50 020711306 AR129628 $197.50 020711307 AR129629 $197.50 020711308 AR129630 $197.50 020711309 AR129631 $197.50 020712324 AR129632 $450.00 020724121 AR129634 $450.00 020726205 AR129635 $450.00 020727125 AR129636 $1,765.00 020727127 AR129637 $1,850.00 020727189 AR129638 $1,370.00 020727197 AR129640 $625.00 020763103 AR129641 $500.00 020763108 AR129642 $500.00 020764105 AR129644 $500.00 020809144 AR129646 $495.00 020816240 AR129648 $760.00 020896105 AR129652 $975.00 020896106 AR129653 $525.00 020896107 AR129654 $525.00 020903235 AR129655 $472.50 020903257 AR129656 $450.00 020912226 AR129659 $450.00 020912227 AR129660 $450.00 020919221 AR129662 $450.00 020919222 AR129663 $450.00 020922104 AR129664 $500.00 020941132 AR129667 $1,150.00 022512283 AR129672 $647.50 022705103 AR129676 $2,070.00 Page 98 022705131 AR129677 $1,150.00 022706157 AR129678 $1,150.00 022706173 AR129679 $1,150.00 022928350 AR129683 $2,070.00 022928351 AR129684 $1,240.00 022928403 AR129685 $625.00 022934116 AR129686 $647.50 106169122 AR129690 $450.00 106169123 AR129691 $450.00 106169124 AR129692 $450.00 106169125 AR129693 $450.00 106169126 AR129694 $450.00 106169127 AR129695 $450.00 107412111 AR129698 $590.00 107423105 AR129699 $450.00 107428110 AR129700 $647.50 107436110 AR129701 $450.00 107449130 AR129702 $630.00 107742251 AR129704 $647.50 107742255 AR129705 $1,720.00 107742302 AR129707 $472.50 108951101 AR129708 $1,895.00 108958107 AR129709 $550.00 109012137 AR129710 $2,640.00 109012138 AR129711 $450.00 109024103 AR129712 $450.00 110016102 AR129713 $670.00 Page 99 CITY OF RANCHO CUCAMONGA $l DATE: July 21, 2021 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Tamara L. Oatman, Finance Director SUBJECT: Consideration of a Professional Services Agreement with HdL Coren & Cone for Property Tax Management, Information, and Audit Services. (CITY) RECOMMENDATION: Staff recommends that the City Council award and execute a three-year contract with HdL Coren & Cone for property tax management, information, and audit services in the amount of$147,910 for a three-year contract with the option to renew the contract for four additional years for a total of seven years. BACKGROUND: The City has utilized HdL Coren & Cone (HdL) for property tax management, information, and audit services since 2000. HdL's annual fee has not increased over these past two decades while the City has gone from 38,565 parcels to over 50,000 parcels during that time, or about a 30% increase. Since the approval of our agreement, HdL has expanded their technical staff and has continued to develop enhanced products to benefit their clients. In particular, they have increased the number of reports that provide clients with information on trending of regional property values and sale prices; developed foreclosure trending data; and continue to monitor assessment appeals and Proposition 8 reductions. They have also developed their web-based property tax software that is updated monthly. Moving to web-based software has eliminated the need for City staff to track and install updates that were formerly provided on CDs and ensures that city staff are always viewing the most current data available. It also allows all City departments to benefit from access to the property tax data that is available. As a result of the growth in the number of parcels in the City and the enhancements made to HdL's services over the years, recently, HdL proposed a fee increase to be more in line with their standard fee for the number of parcels being handled for the City. ANALYSIS: HdL's current fee is$16,800 per year. Based on a city the size of Rancho Cucamonga, the current standard fee would be $22,250. HdL has proposed an annual fee of$19,300 for FY 2021/22 with annual CPI increases for the term of the contract to work towards their standard fee over time. Page 100 HdL has agreed to an annual cap of 3% for the CPI. Assuming the contract is executed for the full seven-year term and the full 3% CPI is applied, the annual costs would be as follows: FY 2021/22 $ 19,300 FY 2022/23 $ 19,880 FY 2023/24 $ 20,480 FY 2024/25 $ 21,090 FY 2025/26 $ 21,730 FY 2026/27 $ 22,380 FY 2027/28 23,050 Total Cost 147 910 The Professional Services Agreement is on file with the City Clerk. FISCAL IMPACT: Currently, the Fiscal Year 2021/22 Adopted Budget includes $18,480 for HdL's property tax consulting services in the Finance Department's budget in the General Fund (account number 1001206-5300). While this budget is $820 short of the proposed fee, staff have identified savings in other areas that will provide funding for the difference. Thus, no additional appropriation is being requested for the current fiscal year. As noted above, the full cost of the contract over the seven-year term is estimated at $147,910. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: Continuing to utilize HdL's property tax management, information, and audit services supports the City Council's core value of providing and nurturing a high quality of life forall by ensuring that the City is receiving the proper amount of property tax revenues which provide financial resources to support the various services the City provides to all Rancho Cucamonga stakeholders. ATTACHMENTS: None. Page 2 Page 101 CITY OF RANCHO CUCAMONGA $l DATE: July 21, 2021 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 Brian Sandona, Senior Civil Engineer SUBJECT: Consideration of Amendment No. 13 to the Professional Service Agreement with All City Management Services, Inc. for Crossing Guard Services (CO#13-50) Renewing the Agreement for Fiscal Years 2021/2022 and 2022/2023. (CITY) RECOMMENDATION: Staff recommends that the City Council approve Amendment No. 13 to the Professional Services Agreement with All City Managementfor Crossing Guard Services (CO#13-150) in the amount of $335,100 and $352,400 for Fiscal Years 2021/22 and 2022/23 respectively. BACKGROUND: The City has operated the Crossing Guard Program for many years. The size of the program grew over the years coinciding with the growth in the City's school-age population and the construction of new schools within the City. The total number of locations served by the program has fluctuated in recent years with a generally downward trend as students' mode of transportation to school transitioned from primarily a combination of school bus, walking, and biking to primarily being dropped off and picked up by parents or care givers. At the July 15, 2020 meeting of the City Council, 17 locations were approved for crossing guard coverage for the Fiscal Year 2020/21 Crossing Guard Program. These locations were fully warranted for crossing guard services based on the most recent crossing guard study completed in Fall 2018/Winter 2019. Due to the COVID-19 pandemic and stay-at-home orders, crossing guard services were placed on hold in mid-March 2020. All schools were closed until mid-April 2021 when schools began to re-open with hybrid schedules nearly one month before the planned end of the 2020/21 school year. Professional Services Agreement On September 20, 2011, the City entered into a Professional Services Agreement with All City Management (CO#10-074 and CO#13-150) to provide crossing guard services at various school crossing locations citywide. Since 2011, this agreement has been amended to revise and update terms, provide for annual renewals, and adjust for increases in costs for services. The latest amendment, Amendment No. 12 was approved on July 15, 2020 and provided for an increase in the hourly cost for services and extended the agreement through Fiscal Year Page 102 2020/21. While services were on hold for most of the 2020/21 school year, All City Management was able to mobilize rapidly and successfully provide services for the final month of the school year. All City Management desires to continue to provide services for Fiscal Years 2021/22 and due to the limited nature of services that were allowed to be provided under the 2020/21 year COVID-19 restrictions and to assist with continued pandemic recovery, it is recommended that All City Management also provide services for the 2022/23 year. ANALYSIS: The 2021/22 school year is planned to begin in August with an in-person learning schedule. At this time, it is unclear what effect COVID-19 will have on the number of students walking and biking to school in the fall. As with many plans to reopen businesses and facilities throughout the State, the school districts' plans to open in the fall may change based on evolving guidance and physical limitations of school facilities. To ensure that the City is prepared for the fall, staff proceeded with preparing the proposed amendment to ensure that crossing guards are available at program locations on both hybrid schedules and normal schedules when school starts. Should hybrid schedules need to be accommodated, the City and School Districts will enter into a Memorandum of Understanding (MOU), establishing cost sharing for the coverage of costs associated with additional hours beyond what is traditionally paid for by the City. Due to rising program costs, decreasing revenues to fund the program and the continuing adverse economic impacts of COVID-19 on sales and transient occupancy taxes, which fund a large portion of the General Fund, the proposed Crossing Guard Program for Fiscal Year 2021/22 will continue to cover only the 17 fully warranted locations, identified in the 2018/2019 study, citywide. Typically, crossing guard studies are completed every two years to best understand crossing guard needs, however due to the COVID-19 pandemic, studies have been delayed due to the uncertainty related to the number of students walking and biking to school post-pandemic. Staff will continue to work with each School District to understand travel trends to school as they open back up and will schedule an updated study as seen fit to be able to analyze the most accurate travel trends for each area's student population. Amendment No. 13 Amendment No.12 was approved by City Council at the July 25, 2020 meeting. At the time it was stated that Amendment No. 12 would be the tenth and final year of the agreement, however due to the continuing nature of the COVID-19 pandemic and the suspension of services for the 2020/21 year, staff believes it is appropriate to extend the agreement for two additional years to accommodate for a familiar service provider to assist in pandemic recovery as our schools re- open. Approval of Amendment No. 13 would renew the agreement for its eleventh and twelfth year as currently contemplated in the agreement. The amendment also includes a proposed increase in the hourly rate for crossing guard services from $22.97 to $24.62 for fiscal year 2021/22 and from $24.62 to $25.89 for fiscal year 2022/23. This increase is based on a scheduled increase Page 2 Page 103 in minimum wage as well as increases in the fixed costs portion of the rates due to the reduction in the number of locations as described above. The estimated cost to provide services for Fiscal Years 2021/22 and 2022/23 are $335,100 and $352,400 respectively, and as noted in the proposed amendment. FISCAL IMPACT: Funds in the amount of$335,100 from the Traffic Safety Fund (Fund 018) have been included in the Fiscal Year 2021/22 Budget under Account No. 1018701-5300 (Contract Services) for crossing guard services. Revenue in the amount of $101,050 expected from School Districts has also been included in the FY 2021/22 under Account No. 1018701-4914. As mentioned above, the Traffic Safety Fund receives a subsidy from the General Fund (Fund 001) to off-set a shortfall in citation revenues to cover the cost of this program. Depending on actual receipts into the Traffic Safety Fund during Fiscal Year 2021/22, an increased subsidy may be necessary to cover the recommended appropriation. Staff will monitor receipts and will address as part of the planned quarterly budget reviews if needed. In the event the school year is cut short or conducted in a virtual fashion, and crossing guard services are further reduced or unneeded, the City will adjust the budget and contract accordingly. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: This item addresses the City Council's vision to build on our success as a world class community by continuing to provide a financially sustainable citywide Crossing Guard Program. ATTACHMENTS: Attachment 1 -All City Management Amendment No. 13 Page 3 Page104 AMENDMENT NO. 13 to Professional Services Agreement(CO#13-150) between All City Management Services(hereinafter"Contractor") and City of Rancho Cucamonga (hereinafter the "City") This Amendment No. 13 will serve to amend the Professional Services Agreement(hereinafter Agreement"), CO#13-150,to incorporate the following: 1) Replace Section 2, "Term of Agreement,"with the following: 2. Term of Agreement. The Agreement term shall be for one (1) year, unless otherwise agreed upon by both parties, to become effective upon mutual execution by way of signature of this Agreement by both parties (the "Effective Date"), and issuance of a Purchase Order, no work shall be conducted,service or good provided until both of the above mentioned requirements are fulfilled, with an option to renew in one (1) year increments to total twelve (12) years, unless sooner terminated as provided in Section 15 herein. Options to renew are contingent upon City Manager approval,subject to pricing review,and in accordance to all Terms and Conditions stated herein unless otherwise provided in writing by the City. 2) Replace Section 3.1, "Compensation," with the following: 3.1 Compensation. City shall compensate the Contractor as set forth in Exhibit A, provided, however,that full,total and complete amount payable to Contractor shall not exceed $335,028.96 (Three Hundred Thirty-Five Thousand Twenty-Eight Dollars and Ninety-Six Cents) for fiscal year 2021/22 and $352,311.12 (Three Hundred Fifty-Two Thousand Three Hundred Eleven Dollars and Twelve Cents) for fiscal year 2022/23, including all out of pocket expenses, unless additional compensation is approved by the City Council. City shall not withhold any federal,state, or other taxes, or other deductions. However, the City shall withhold not more than ten percent (10%) of any invoice amount pending receipt of any deliverables reflected in such invoice. Under no circumstance shall Contractor be entitled to compensation for services not yet satisfactorily performed. The parties further agree that compensation may be adjusted in accordance with Section 1.2 to reflect subsequent changes to the Scope of Services. City shall compensate Contractor for any authorized extra services as set forth in Exhibits A and B. 3) Incorporate the attached documents labeled, "Client Worksheet 2021-2022" and "Client Worksheet 2022-2023" into Exhibit A and B of the Agreement, respectively. 4) The Parties agree to a two (2) year extension of the Term of Agreement to June 30, 2023 per Section 2 of the Agreement(as revised above) and an increased Hourly Billing Rate of$24.62 per hour as shown on the "Client Worksheet 2021-2022" incorporated into Exhibit "A," and an Page 105 increased Hourly Billing Rate of$25.89 per hour as shown on the "Client Worksheet 2022-2023" incorporated into exhibit "B." All other Terms and Conditions of the original Agreement CO#13-150, 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 29, 2021. The City will process both copies for signature and provide Contractor with one (1)fully executed copy of the Amendment. All City Management Services, Inc. City of Rancho Cucamonga By: By: Name Date Name Date Title Title By: By: Name Date Name Date Title Title (two signatures required if corporation) Page 106 CITY OF RANCHO CUCAMONGA $l DATE: July 21, 2021 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jason Welday, Director of Engineering Services/City Engineer Brian Sandona, Senior Civil Engineer SUBJECT: Consideration of an Offer to Purchase the Real Property Owned by the City Located at the Southerly Terminus of Layton Street South of La Mesa Drive by Cucamonga Valley Water District. (CITY) RECOMMENDATION: Staff recommends that the City Council accept the offer by Cucamonga Valley Water District (CVWD) to purchase the real property owned by the City located at the southerly terminus of Layton Street (formerly Lemon Street) south of La Mesa Drive and authorize the City Manager or his designee to sign all necessary documents and agreements related to the sale of said Property. BACKGROUND: The City is the owner in fee simple of certain real property ("Property") located at the southerly terminus of Layton Street south of La Mesa Drive. This land was granted in fee simple by the Cucamonga Water Company (now the CVWD) to the County of San Bernardino in 1926 for the then planned extension of Layton Street. Upon incorporation, the County relinquished the rights- of-way to the City within its boundary, including this property. While the property was acquired in 1926, the southerly extension of Layton Street is not improved or open to public access. Further, CVWD currently owns the property immediately to the east of the Property and had expressed interest in purchasing it for incorporation into their planned well site at that location. After evaluating the Property, it was determined that it is not currently being used by the City nor did it have potential to be used for City work or operations. On September 16, 2020, the City Council took formal action with the adoption of Resolution No. 2020-104 declaring the land surplus and not necessary for the City's use. Following the declaration of the subject property as surplus, CVWD and City staff engaged the services of independent appraisers and began for a purchase and sale of the property. ANALYSIS: Staff has negotiated a sale price of the property with CVWD at $18 per square foot totaling $106,776 for the 5,932 square foot property. On July 12, 2021, the City received an updated letter outlining CVWD's offer to purchase the 5,932 square foot Property for a total purchase price of $106,776. A copy of the offer letter is on file with the City Clerk. Approval of the Offer to Purchase will accept the offer from CVWD and begin the transfer process of the property to CVWD. Further, authorizing the City Manager or his designee to sign all necessary documents and agreements Page 107 related to the sale of this Property will streamline the transfer process. FISCAL IMPACT: Upon completion of the sale of the Property, the City will receive payment in the amount of $106,776 that will be deposited into the Infrastructure Fund (Fund 198) to be used in the future infrastructure related capital projects in the City. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: Not applicable. ATTACHMENTS: Attachment 1 —Vicinity Map Page 2 Page 108 Vicinity Map NOT TO SCALE r Si e N ATTACHMENT 1 Page 109 CITY OF RANCHO CUCAMONGA DATE: July 21, 2021 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 Sandra Salazar, Associate Engineer SUBJECT: Recommendation to Reject All Bids Received for the Traffic Signal Modification at Base Line Road and Spruce Avenue Project. (CITY) RECOMMENDATION: Staff recommends that the City Council reject all bids received for the Traffic Signal Modification at Base Line Road and Spruce Avenue (Project) as non-responsive to the needs of the City at this time. BACKGROUND: In 2017 the Rancho Cucamonga City Council approved efforts for a Central Park Master Plan Update. One of the notable changes that occurred with the master plan update was the inclusion of a new dog park. During the community outreach and public input process, the dog park was identified as a high priority by the residents and emerged as one of the top "passive facilities" for Central Park. The result was a 4.4-acre site on the Central Park phasing plan designated for a new dog park facility. The dog park also gained high interest from the community, which expressed a desire for a centrally located dog park that could effectively serve more residents The construction of the new dog park would create the need for a new drive approach entrance located at Base Line Road and Spruce Avenue. The existing signalized intersection is a T- intersection which will need to be modified to become a 4-way intersection to accommodate the new drive approach entrance. A vicinity map is included as Attachment 1. The planned scope of work for the traffic signal modifications consisted of, but was not limited to, installation of traffic signal poles, safety lighting, foundations, conduits, conductors, wires, pull boxes, re-wiring, video detection system, traffic signal modifications and related traffic signal equipment, curb, sidewalk, accessible curb ramp, irrigation modifications, trenching, potholing, paving, pavement markers, striping and signage. ANALYSIS: The Notice Inviting Bids was released to the general contracting community and was published in the Daily Bulletin on May 18, and May 25, 2021. The City Clerk's Office facilitated the formal solicitation for bidding the project. On June 1, 2021, the City Clerk's Office received six (6) construction bids. The Engineer's estimate for the project was $253,000. The apparent low bidder submitted a bid in the amount of Page 110 $285,651 which was 13% over the engineers estimate. Similarly, the bids for the dog park project were recently received and far exceeded the funding available for the project. This appears to be consistent with trends of increasing construction costs being experienced throughout the nation. A recent study published by the Associated General Contractors of America highlighted the fact that the construction industry is experiencing an unprecedented rise in material prices in addition to major supply-chain disruptions. Based on the fact that the costs for construction projects have reached unprecedented levels, and specifically for this project exceed the funding available, staff believes that it is in the best interest of the City to reject all bids as non-responsive to the needs of the City. There is a related item on this agenda for rejection of the bids received for the dog park project for similar reasons. Since these projects combine to fulfill a community priority to continue the development of Central Park, staff will re-evaluate and revise the project scope in light of available funding and consider re-bidding in the future once construction pricing has stabilized. Environmental: Staff has determined that the project is Categorically Exempt per Section 15301 "Existing Facilities" subsection (c), Class 1 California Environmental Quality Act (CEQA). FISCAL IMPACT: The proposed rejection of bids would not result in an immediate impact to the City's budget. A total of $213,637 was available under Account No. 1743035650/2022174-0 in the Fiscal Year 2021/22 budget for this project. As of July 1, 2021, these funds have been returned to fund balance for the Gas Tax Fund (Fund 174) for use on other projects. Should the City pursue revising and rebidding the dog park project and traffic signal modifications in the future, a new appropriation of funds would be required. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: None. ATTACHMENTS: Attachment 1 - Vicinity Map Attachment 2 — Bid Summary Page 2 Page 111 TRAFFIC SIGNAL MODIFICATION AT BASE LINE ROAD AND SPRUCE AVENUE PROJECT VICINITY MAP NOT TO SCALE a� Q a� ® Base Line Rd Q a� U i Q co Legend: ® = Project Location N ATTA9 MENT 1 ATTACHMENT 2 BID SUMMARY FOR BID OPENING JUNE 1,2021 APPARENT LOW BIDDER 2 3 4 5 TRAFFIC MODIFICATION AT BASE LINE ROAD AND SPRUCE AVENUE PROJECT ENGINEER'S ESTIMATE DBX,Inc. Elecnor Belco Electric,Inc. California Professional Engineering,Inc. Ferreira Construction Co.,Inc. Crosstown Electrical&Data,Inc. BID SCHEDULE UNIT UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID NO CITY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT 1 1 LS Mobilization $10 000.00 10 000.00 3,000.00 3 000.00 18 000.00 18 000.00 10 400.00 10 400.00 20 000.00 $ 20 000.00 10 000.00 10 000.00 Clearing&Grubbing and Removals Including Haul&Disposal of Material 2 within Landscape Median,Curb Removal,Tree removals,and Irrigation Lines and 1 LS Equipment. $40 000.00 $ 40 000.00 $ 870000 $ 870000 $ 6,300.00 $ 6,300.00 $ 12 250.00 $ 12 250.00 $ 41 970.00 $ 41 970.00 $ 10 000.00 $ 10 000.00 3 Traffic Signal Modifications at Base Line Road at Spruce Avenue as shown on project 1 LS plans and Specifications except re-wiring of existing intersection $85,000.00 85 000.00 160 373.00 160 373.00 144 000.00 144 000.00 167 690.00 167 690.00 138 228.00 138 228.00 147 934.00 147 934.00 4 1 1 LS I Re-wire Intersection at Base Line Road at Spruce Avenue Per Plan and Specifications $25,000.00 $ 25 000.00 20 000.00 20 000.00 20 000.00 20 000.00 10 000.00 10 000.00 25 400.00 25 400.00 25 000.00 25 000.00 5 3558 SF Remove and Reconstruct Full Depth Asphalt Concrete Pavement over Aggregate Base $12.00 $ 42 696.00 9.50 $ 33 801.00 $ 10.59 $ 37 679.22 18.50 65 823.00 $ 11.00 $ 39 138.00 18.00 64 044.00 6 96 LF Construct Curb Median Taper)per plan and CitV Standard Plan 104 and Plan 108 $18.00 1,728.00 30.00 2,880.00 69.00 6,624.00 138.00 13 248.00 39.00 3,744.00 160.00 15 360.00 7 10 SF Construct Concrete Sidewalk per plan and City Standard plan 103 $50.00 $ 500.00 $ 90.00 $ 900.00 $ 92.00 $ 920.00 $ 166.00 $ 1,660.00 $ 150.00 $ 1,500.00 $ 160.00 $ 1,600.00 8 Construct PCC Access Ramp Including Truncated Detectable Warning Surfaces Per Plans 2 EA and Specifications.Complete in Place $8 500.00 $ 17 000.00 $ 9,000.00 $ 18 000.00 $ 8,649.00 $ 17 298.00 $ 8,625.00 $ 17 250.00 $ 6,340.00 $ 12 680.00 $ 9,575.00 $ 19 150.00 9 Adjust Irrigation within Median Island including reconstruction of irrigation line with sleeve 1 LS Per Citv Standard Plan 533 $6 000.00 $ 6,000.00 $ 12 000.00 $ 12 000.00 $ 5,690.00 $ 5,690.00 $ 5,750.00 $ 5,750.00 $ 15 000.00 $ 15 000.00 $ 10 165.00 $ 10 165.00 Traffic Signing and Striping to include Chevrons,Green Thermoplastic Bike Lane Conflict 10 Striping,Thermoplastic Pavement Symbols,Legends and Markings,Pavement Markers and Signs Per Plan,City Standards and Caltrans Standards in the Appendix.Complete in 1 LS Place. $10,000.00 $ 10 000.00 15 997.00 $ 15 997.00 $ 18 203.00 $ 18 203.00 15 900.00 15 900.00 $ 17 050.00 $ 17 050.00 $ 21 685.00 21 685.00 11 1 LS Potholing $5 000.00 $ 5,000.00 $ 1 500.00 $ 1 500.00 $ 3 000.00 $ 3 000.00 $ 1 500.00 $ 1 500.00 $ 7 500.00 $ 7 500.00 $ 5 500.00 $ 5,500.00 12 1 LS Traffc Control $10 000.00 10 000.00 8 500.00 $ 8 500.00 $ 17 000.00 17 000.00 2 500.00 2 500.00 15 190.00 $ 15 190.00 $ 7 500.00 7,500.00 TOTAL BID SCHEDULE $ 252,924.00 Is 285,651.00 1$ 294,714.22 $ 323,971.00 $ 337,400.00 $ 337,938.00 &nbsp; &nbsp; Page 113 CITY OF RANCHO CUCAMONGA DATE: July 21, 2021 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: William Wittkopf, Public Works Services Director Neil Plummer, Facilities Superintendent SUBJECT: Consideration of Amendment No. 5 to the Professional Services Agreement with Commercial Cleaning Systems (CO 17-141) for Citywide Janitorial Services in an Amount Not to Exceed $1,038,181 FY 2021/2022. (CITY) RECOMMENDATION: Staff recommends the City Council approve Amendment No. 5 to contract CO 17-141 with Commercial Cleaning Systems; extending the term of the contract to June 30, 2022, in an amount not to exceed $1,038,181 ($977,479 for routine maintenance and $60,702 for extra work) for FY 2021/2022, and an estimated total contract amount of$3,272,873 over the three years remaining on the contract, and authorize the City Manager to renew the contract annually. BACKGROUND: On June 21, 2017, City Council accepted the bids received and awarded contract CO 17-141 for "Citywide Janitorial Services" to Commercial Cleaning Systems (CCS). This contract has an option to renew in one year increments up to a total of seven years ending June 30, 2024. With the fourth year of the contract coming to an end, staff is bringing forward the contract as an option for the City Council to renew the contract with CCS forjanitorial services. If approved, Amendment 5 to contract CO 17-141 will extend the term of the contract to June 30, 2022 with a 6.14% rate increase and no changes to the scope of work or other terms and conditions. ANALYSIS: Commercial Cleaning Systems has submitted a Letter of Intent expressing their desire to continue providing janitorial services to the City of Rancho Cucamonga during FY 2021/2022 with a 6.14% rate increase. This increase is primarily a result of the scheduled increases to the California minimum wage. Cleaning crews consist predominately of low wage earners so minimum wage increases directly impact labor costs for providing janitorial services. The California minimum wage increased to $14.00 per hour on January 1, 2021 and will increase to $15.00 per hour on January 1, 2022. A copy of this agreement is available in the City Clerk's Office. The chart below indicates the estimated annual funding breakdown. The annual increase to the minimum wage on January 1, 2020 is approximately 7.2%, dropping down to a maximum of 3.5% on January 1st of each year thereafter. The assumption underlying this estimate is that contract costs will increase 5% per year. Please note this is only an estimate and the amounts listed below will likely vary. Page114 Fiscal Year Prior Year Costs Est. Annual Increase (5%) Total Costs 2021/2022 $ 1,038,181 2022/2023 $ 1,038,181 $ 51,910 $ 1,090,091 2023/2024 $ 1,090,091 $ 54,510 $ 1,144,601 Grand Total $ 3,272,873 CCS continues to provide great service to the City. Staff recommends the City Council approve the renewal of contract CO 17-141 effective July 1, 2021 and approve the spending limit of $1,038,181 for FY 2021/2022 and the estimated total contract value of$3,272,873 over the three years remaining on the contract. FISCAL IMPACT: The contract price is within the contract services budget line items in the adopted budget for FY 2021/2022. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: This item addresses the City Council's core value of"promoting and enhancing a safe and healthy community for all" by ensuring City facilities are properly maintained. ATTACHMENTS: None Page 2 Page 115 CITY OF RANCHO CUCAMONGA DATE: July 21, 2021 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jennifer Hunt-Gracia, Community Services Department Director David F. Eoff IV, Senior Planner SUBJECT: Recommendation to Reject All Bids Received for the Central Park Dog Park project. (CITY) RECOMMENDATION: Staff recommends that the City Council reject all bids received for the Central Park Dog Park project (Project) due to the bid estimates substantially exceeding the amount of funds available at this time. BACKGROUND: In 2017 the Rancho Cucamonga City Council approved efforts for a Central Park Master Plan Update. One of the notable changes that occurred with the master plan update was the inclusion of a new dog park. During the community outreach and public input process, the dog park was identified as a high priority by the residents and emerged as one of the top "passive facilities" for Central Park. The result was a 4.4-acre site on the Central Park phasing plan designated for a new dog park facility. The dog park also gained high interest from the community, which expressed a desire for a centrally located dog park that could effectively serve more residents In 2019, the City was awarded a grant in the amount of $3 million dollars from the State of California as part of the 2019-2020 State budget. The funding was specifically requested for the dog park because it is one of the smaller segments of the overall master plan, and many of the dog park components will be useful for future improvements to Central Park.The dog park also gained high interest from the community, which expressed a desire for a centrally located dog park that could effectively serve more residents. The planned scope of work for the project consisted of, but was not limited to, construction of the three '/2 acre enclosures for small and large dogs, a new restroom, paved parking lot area, new landscape consisting of turf and decomposed granite, various site amenities such as agility equipment, drinking fountains, shade covers, and more. The construction of the new dog park would create the need for a new drive approach entrance located at Base Line Road and Spruce Avenue to allow access to the dog park. The existing signalized intersection is a T-intersection which will need to be modified to become a 4-way intersection to accommodate the new drive approach entrance with the installation of a new traffic signal. The traffic signal and intersection improvements are being processed as a separate, but related project, and has completed a separate bid process. Staff has coordinated the efforts internally and with consultants on both projects. Page 116 ANALYSIS: The Notice Inviting Bids was released to the general contracting community and was published in the Daily Bulletin on May 25, and June 1, 2021. The City Clerk's Office facilitated the formal solicitation for bidding the project. On June 8, 2021, the City Clerk's Office received seven (7) construction bids. The Engineer's estimate for the project was $2,726,703.12. The apparent low bidder submitted a bid in the amount of $3,889,777.00, which was roughly $1.2 million or roughly 42%, over the engineers estimate. After factoring in contingency and inspection services, the total cost for construction is roughly $4.5 million. While the results of these bids were much higher than expected, a recent study published by the Associated General Contractors of America highlighted the fact that the construction industry is experiencing an unprecedented rise in material prices in addition to major supply-chain disruptions. This appears to be consistent with trends of increasing bids received for this Project and other projects alike. Despite the results of the bids and the infeasibility to cover the expense gap at this time, the City has an obligation to complete the Project and is committed to doing so. The Project is grant funded through the State of California. Staff has contacted the grant manager at the State Office of Grants and Local Services (OGALS) to discuss timing, extensions, and opportunities for additional funding. The grant performance period is scheduled to end June 30, 2022. Given the delay with the bids and not starting construction, Staff will be requesting an extension to the grant through OGALS to allow adequate time to complete the Project and hopefully allow time for material prices to improve. Staff is currently exploring additional funding opportunities and continuing to work with the design consultant to refine the Project design in preparation of a future bid. Based on the fact that the costs for this project has reach unprecedented levels and exceeds the funding available, staff believes that it is in the best interest of the City to reject all bids for the Project, re-evaluate and refine the Project scope in light of available funding and potential future funding, and consider re-bidding the Project in the future. Environmental: In April of 2021, the City Council adopted Resolution No. 2021-017, certifying the Environmental Impact Report(EIR)for the Central Park Master Plan (SCH #2019110342). The EIR analyzed the entire Central Park, including the dog park, and found the impacts to be less than significant or reduced to less than significant with mitigation measures. Furthermore, the dog park was analyzed at a project level providing further CEQA analysis of the potential issues. Therefore,with the certification and adoption of the EIR, no further environmental review is required for the dog park in compliance with CEQA. FISCAL IMPACT: The proposed rejection of bids would not result in an immediate impact to the City's budget. A total of$3.3 million is available under Fund 274 (State Grants) and Fund 120 (Park Development) in the Fiscal Year 2021/22 budget for this project. Additional expenses may occur through the refinement of the design plans; however, those expenses will be reimbursed by the grant funds. At the time the City pursues rebidding the dog park project in the future, a new appropriation of funds would be required. Page 2 Page 117 COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: While the rejection of the bids doesn't address a specific Council goal, the project supports the Council Vision of providing and nurturing a high quality of life and promoting and enhancing a safe and healthy community or all. The dog park complements the Council goal of obtaining funding for another phase of Central Park. While this is intended for an additional phase beyond the dog park, it is still consistent with the goal to develop Central Park and providing a community benefit for all to enjoy. ATTACHMENTS: Attachment 1 — Bid Summary Page 3 Page 118 BID SUMMARY FOR BID OPENING JUNE 8,2021 APPARENT LOW BIDDER 2 3 4 5 6 7 CENTRAL PARK DOG PARK ENGINEER'S ESTIMATE Golden Sun Enterprise Three Peaks Corp Horizons Construction Act 1 Construction Inc. Moreno Valley Construction Leonida Builders,Inc. Kass Construction BID SCHEDULE UNIT UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID UNIT BID NO OTY UNIT DESCRIPTION COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT COST AMOUNT o iza1on emo ization to inc u e enera rovia on t e men oo 1 1 LS Work Items $145,000.00 145 000.00 100 000.00 100 000.00 195 000.00 195 000.00 19 791.00 19 791.00 558 240.00 558 240.00 33 000.00 33 000.00 170 000.00 170 000.00 340 000.00 340 000.00 2 1 LS Surveying and Construction Staking 15 000.00 15 000.00 9,500.00 9,500.00 40 000.00 40 000.00 17 500.00 17 500.00 25 000.00 25 000.00 23 500.00 23 500.00 45 000.00 45 000.00 30 000.00 30 000.00 3 1 LS Clearing&Grubbing 50 614.00 50 614.00 30 000.00 30 000.00 52 650.00 52 650.00 68 250.00 68 250.00 200 000.00 200 000.00 30 000.00 30 000.00 45 000.00 45 000.00 92 000.00 92 000.00 4 1 LS Rou h Gradim $75,000.00 75 000.00 80 000.00 80 000.00 59 500.00 59 500.00 91 000.00 91 000.00 100 000.00 100 000.00 72 999.00 72 999.00 145 000.00 145 000.00 420 000.00 420 000.00 5 1 LS Erosion Control $4,049.00 4.049.00 15 000.00 15 000.00 46 950.00 46 950.00 12 500.00 12 500.00 25 000.00 25 000.00 $ 39 500.00 39 500.00 22 000.00L$ 22.000.00 $ 24 000.00K200,000.00 63 526 CY Unclassified Fill 7.00 24 682.00 35.00 123 410.00 42.60 150 207.60 14.00 49 364.00 15.00 52 890.00 $ 25.00 88 150.00 25.00 $ 20.007 1 LS Finish Gradin 70 860.00 70 860.00 70 000.00 70 000.00 31 000.00 31 000.00 36 400.00 36 400.00 78 000.00 78 000.00 135 000.00 135 000.00 71 000.00 200 000.0081 LS Construct InfilVation Basin includin En ineered Soil Media and Dmina a 10 000.00 10 000.00 10 253.80 10 253.80 5 000.00 5 000.00 62 700.00 62 700.00 20 000.00 20 000.00 24 500.00 24 500.00 68 000.00 10 000.00Furnish&Install 6"Deep Cut Sewer Lateral and Connection per CVWD Standard 63 LF D .202 138.00 8 694.00 250.00 15 750.00 330.00 20 790.00 221.50 $ 13 954.50 160.00 10 080.00 330.00 20 790.00 1 500.00 320.001 FA Fumish&Install VCP WYE Saddle er CV WD Std.Dw.203 1 500.00 1 500.00 2 500.00 2 500.00 2 300.00 2 300.00 2 700.00 2 700.00 2 500.00 2 500.00 4 500.00 4 500.00 3 000.00 3,400.00 1 FA Furnish&Install Sewer Clean Out Per CVWD Std.Dwa.207 $1.000.001 S 1.000.00 2,000.00 2,000.00 1,200.00 1.200.00 1,700.00 1,700.00 2,000.00 2.000.00 2.000.00 2.000.00 6.000.00 6.000.00 2.500.00 2,500.00 668 LF Furnish&Install 8"CML&C Steel Pie $58.00 38 744.00 120.00 $ 80 160.00 90.00 60 120.00 170.00 $ 113 560.00 180.00 120 240.00 310.00 207 080.00 $ 300.00 200 400.00 275.00 183 700.00 1 FA Furnish&Install Hot Tap Tee per CVWD Std.Dw.123 $6,650.00 6,650.00 14 000.00 14 000.00 10 000.00 10 000.00 15 200.00 15 200.00 20 000.00 20 000.00 18 650.00 18 650.00 5,000.00 5,000.00 8,500.00 8,500.00 1 LS Furnish&Install 2"Meter per CVWD Std.Dw.103 $3,000.00 3,000.00 6,000.00 6,000.00 5,000.00 5,000.00 7,500.00 7,500.00 5,000.00 5,000.00 7,500.00 7,500.00 3,000.00 3,000.00 5,600.00 5,600.00 727 LF Furnish&Install Service Laterals per CVWD Std.Dw.103 $28.00 20 356.00 60.00 43 620.00 60.00 43 620.00 69.00 50 163.00 46.00 33 442.00 125.00 90 875.00 150.00 109 050.00 85.00 61 795.00 1 EA Furnish&Install Fire Hydrant per CVWD Std.Dwq.113 $7,000.00 7,000.00 15 000.00 15 000.00 11 000.00 11 000.00 14 050.00 14 050.00 15 000.00 15 000.00 15 450.00 15 450.00 6,000.00 6,000.00 20 000.00 20 000.00 2 EA Furnish&Install Removable Blow-Off End of Mainline Der CVWD Std.Dw.118 $1,500.00 3,000.00 3,000.00 6,000.00 5,000.00 10 000.00 3,600.00 7,200.00 5,000.00 10 000.00 1,200.00 2,400.00 6,000.00 12 000.00 4,000.00 8,000.00 2 EA Furnish&Install 8"Gate Valve per CVWD Std.DvQ.115 $2.500.00 S 5.000.00 5,000.00 10 000.00 2,500.00 5,000.00 2,420.00 4,840.00 2,000.00 4.000.00 1.750.00 3,500.00 $ 5.000.00 10 000.00 S 4,500.00 9,000.00 1 EA Furnish&Install 8"Cross $1,000.00 1,000.00 $ 2,000.00 2,000.00 3,000.00 3,000.00 2,600.00 2,600.00 10 000.00 10 000.00 2,500.00 2,500.00 $ 5,000.00 5,000.00 3,600.00 3,600.00 2 EA Furnish&Install 90"Elbow $500.00 1,000.00 1,000.00 2,000.00 3,000.00 6,000.00 1,070.00 $ 2,140.00 1,000.00 2,000.00 600.00 1,200.00 $ 5,000.00 10 000.00 2,100.00 4,200.00 2 FA Furnish&Install 22.5"Elbow $500.00 1,000.00 1,000.00 2,000.00 1,800.00 3,600.00 1,120.00 2,240.00 1,000.00 2,000.00 600.00 1,200.00 5,000.00 10 000.00 2,100.00 4,200.00 1 FA Furnish&Install 11.25"Elb $500.00 500.00 1,000.00 1,000.00 2.000.00 2.000.00 1,120.00 1,120.00 1.000.00 1,000.00 600.00 600.00 5.00 5.00 1,700.00 1,700.00 7 EA Furnish&Install Horizontal Thrust Blocks per CVWD Std.Dw.304 $213.00 1,491.00 500.00 3,500.00 350.00 2,450.00 225.00 1,575.00 500.00 3,500.00 1,500.00 10 500.00 1,000.00 7,000.00 400.00 2,800.00 527 CY Construct Asphalt Base Course $86.50 45 585.50 70.00 36 890.00 64.50 33 991.50 43.68 23 019.36 55.00 28 985.00 65.00 34 255.00 40.00 21 080.00 110.00 57 970.00 516 1 TON Construct Asphalt Concrete Pavement $187.00 96492.00 150.00 77400.00 104.00 53664.00 83.72 43199.52 89.00 45924.00 115.00 59340.00 130.00 67080.00 115.00 59340.00 11,055 SF Construct 4'Thick P.C.C.Pavement Der Detail'A'LC-FS $8.00 88 440.00 7.00 77 385.00 9.85 108 891.75 6.37 70 420.35 7.50 82 912.50 12.00 132 660.00 9.50 105 022.50 11.00 121 605.00 9,055 SF Construct 6"Thick P.C.C.Pavement per Detail'E'LC-FE $13.00 117 715.00 9.00 81 495.00 12.00 108 660.00 8.19 74 160.45 8.50 76 967.50 14.00 126 770.00 10.50 95 077.50 12.00 108 660.00 1,355 SF Construct 4"Thick Pervious P.C.C.Pavement per Detail'G'LC-FS $6.50 8,807.50 15.00 20 325.00 12.00 16 260.00 $ 13.65 18 495.75 $ 20.00 27 100.00 $ 25.00 33 875.00 $ 12.00 16 260.00 12.50 16 937.50 Construct 4"Thick Decorative Seeded P.C.C.Pavement per Details'A'and'Y,LC 2,353 SF FS $11.95 28 118.35 15.00 35 295.00 16.00 37 648.00 $ 13.65 32 118.45 18.00 42 354.00 $ 25.00 $ 58 825.00 $ 12.00 $ 28 236.00 19.00 44 707.00 Construct 6"Thick Decorative Seeded P.C.C.Pavement per Detail'T,LC-FS and 795 SF 'E'LC-FE $17.00 13 515.00 17.00 13 515.00 18.00 14 310.00 16.20 12 879.00 25.00 19 875.00 30.00 23 850.00 13.00 10 335.00 20.00 15 900.00 21 FA Furnish&Install 12"Concrete Catch Basin with Metal Grate par Brooks Products $316.00 6,636.00 1,500.00 31 500.00 1,050.00 22 050.00 2,500.00 52 500.00 1,100.00 23 100.00 1,150.00 24150.00 1,500.00 31 500.00 1,300.00 27 300.00 996 LF Furnish&Install 6"PVC Yard Drain $11.60 11 553.60 60.00 59 760.00 39.00 38 844.00 65.00 64 740.00 30.00 29 880.00 35.00 34 860.00 50.00 49 800.00 32.00 31 872.00 3 EA Construct Manhole No.1 per City Std.318 $530.00 1,590.00 3,000.00 9,000.00 7,800.00 23 400.00 8,200.00 24 600.00 15 000.00 45 000.00 16 500.00 49 500.00 7,000.00 21 000.00 10 500.00 31 500.00 558 SF Construct P.C.C.Concrete Spill-Spill-y par Details Sheet LG-6 $5.70 3,180.60 30.00 16 740.00 19.80 11 048.40 27.30 15 233.40 20.00 11 160.00 35.00 19 530.00 25.00 13 950.00 31.00 17 298.00 588 1 SF Install Rip-Rap with No.2 Backing,Grouted in Place-1"Min.Depth $7.50 4.410.00 40.00 23 520.00 26.00 15 288.00 18.20 10 701.60 25.00 14 700.00 15.00 8.820.00 20.00 11 760.00 19.00 11 172.00 390 LF Furnish&Install 18"RCP Stow Drain $19.00 7,410.00 100.00 39 000.00 102.00 39 780.00 120.00 46 800.00 153.00 59 670.00 185.00 72 150.00 400.00 156 000.00 150.00 58 500.00 1 EA Construct Curb Opening Catch Basin per City Std.300�W=14' $1,200.00 1,200.00 6,000.00 6,000.00 11 000.00 11 000.00 13 650.00 13 650.00 8,720.00 8,720.00 4,500.00 4,500.00 5,000.00 5,000.00 17 000.00 17 000.00 22 LF Construct Headwall per Details Sheet LG-4 $182.00 4,004.00 900.00 19 800.00 600.00 13 200.00 455.00 10 010.00 500.00 11 000.00 190.00 4,180.00 500.00 11 000.00 525.00 11 550.00 1 747 LF Construct Type A2-6 P.C.C.Curb and Gutter Per City Std.104 $58.00 43 326.00 30.00 22 410.00 38.50 28 759.50 31.85 23 791.95 40.00 29 880.00 55.00 41 085.00 48.00 35 856.00 26.00 19 422.00 2 788 LF Construct T e Ai-6 P.C.C.Curb er Ci Sid.014 $27.00 21 276.00 25.00 19 700.00 $ 31.00 24 428.00 $ 31.85 $ 25 097.80 $ 25.00 19 700.00 50.00 39 400.00 $ 40.00 31 520.00 $ 23.00 18 124.00 3 Ons ruc ie',Cu'a ccess u par a ai, ee - an I 69 LF Std.105-C $6.50 448.50 30.00 2,070.00 41.00 2,829.00 68.25 4,709.25 20.00 1,380.00 55.00 3,795.00 50.00 3,450.00 29.00 2,001.00 4 1.326 SF Construct P.C.C.Cross Gutter perCity Std.106-A 15.00 19 890.00 17.00 22 542.00 9.10 12 066.60 10.00 13 260.00 17.00 22 542.00 14.00 18 564.00 14.00 18 564.00 5 149 LF Construct P.C.C.Valley Gutter per Detail Sheet LG-6 $57.00 8,493.00 $ 30.00 4,470.00 49.00 7,301.00 36.40 $ 5,423.60 100.00 14 900.00 90.00 13 410.00 25.00 3,725.00 38.00 5,662.00 6 4 FA Construct P.C.C.Curb Ramp per Details Sheet LG-6 4,000.00 16 000.00 3,800.00 15 200.00 2,275.00 $ 9,100.00 2,500.00 10 000.00 50.00 200.00 4,000.00 16 000.00 2,500.00 10 000.00 7 1971 LF Construct P.C.C.6"x6"Mowcurb per Detail'E'LC-FS $22.45 $ 44248.95 $ 18.00 $ 35478.00 $ 17.00 $ 33507.00 $ 22.75 $ 44940.25 $ 15.00 $ 29565.00 $ 40.00 $ 78840.00 $ 25.00 $ 49275.00 $ 16.00 $ 31536.00 8 2,034 LF Construct P.C.C.12"x6"Mowcurb per Detail'F'LC-FS $34.50 70 173.00 20.00 40 680.00 19.00 38 646.00 24.57 49 975.38 20.00 40 680.00 45.00 91 530.00 35.00 71 190.00 19.00 38 646.00 9 274 LF Construct Dig Pit P.C.C.12"xl8"Curb per Detail'I'LC-FS $60.00 16 440.00 45.00 12 330.00 59.00 16 166.00 27.30 7,480.20 40.00 10 960.00 55.00 15 070.00 45.00 12 330.00 44.00 12 056.00 10 3 FA Construct Dig Pit Beach Entry per Detail T LC-FS 3.000.00 9.000.00 1.100.00 3.300.00 3.185.00 9.555.00 3.000.00 9.000.00 1.200.00 3.600.00 500.00 1.500.00 1.900.00 5,700.00 11 45 CY Furnish&Install Dig Pit Sand er Detall'l LC-FS $100.00 4,500.00 100.00 4,500.00 86.00 3,870.00 88.00 3,960.00 84.00 3,780.00 65.00 2,925.00 200.00 9,000.00 150.00 6,750.00 12 2.780 SF Construct Grouted Cobble er Detail LC-FS 22.00 61 160.00 18.00 50 040.00 9.80 27 244.00 9.10 25 298.00 13.50 37 530.00 20.00 55 600.00 40.00 111 200.00 11.00 30 580.00 13 urnis nsta to i rze ecompose rate per etas s' 42,145 SF 'C'and'D'LC-FS $1.85 77 968.25 2.00 84 290.00 4.20 177 009.00 2.00 84 290.00 2.00 84 290.00 5.00 210 725.00 4.50 189 652.50 3.75 158 043.75 14 1 LS Construct Trash Enclosure w/Gates&Corrugated Roof r Detail'C'LC-ST $20,000.00 20 000.00 70 000.00 70 000.00 41 000.00 41 000.00 24 500.00 24 500.00 38 000.00 38 000.00 71 020.00 71 020.00 25 000.00 25 000.00 65 000.00 65 000.00 15 Furnish&Install Prefabricated Restroom&Storage Building per Manufacturers 1 LS Specifications including all utility connections $350,000.00 350 000.00 350 000.00 350 000.00 325 000.00 325 000.00 330 700.00 330 700.00 288 974.00 288 974.00 346 000.00 346 000.00 317 871.40 317 871.40 345 000.00 345 000.00 16 3 EA Furnish&Install Shade Structure per Manufacturers S ecificetions $65 000.00 195 000.00 100 000.00 300 000.00 82 350.00 $ 247 050.00 96 000.00 $ 288 000.00 100 000.00 300 000.00 65 000.00 195 000.00 $ 92 842.20 278 526.60 90 000.00 270 000.00 17 24 EA Furnish&Install Bench per City Std.1016 $850.00 20 400.00 3,000.00 72 000.00 2,550.00 61 200.00 1,150.00 27 600.00 2,500.00 60 000.00 1,250.00 30 000.00 4,000.00 96 000.00 2,000.00 48 000.00 18 4 EA Furnish&Install Trash Rece tacles Der Citv Std.1017 $1.275.00 5.100.00 3.000.00 12 000.00 1.860.00 7.440.00 975.00 3.900.00 1.800.00 7.200.00 950.00 3.800.00 2.860.00 11 440.00 1.800.00 7.200.00 19 10 EA Fumish&Install Pet Waste Station oer Detail LC-SF $1,200.00 12 000.00 1,500.00 15 000.00 950.00 9,500.00 $ 750.00 $ 7,500.00 1,500.00 15 000.00 490.00 4,900.00 $ 994.20 9,942.00 695.00 6,950.00 20 6 EA Fumish&Install Ddnkin Fountain with Pet O tion er Detail'A'LC-AM $6,000.00 36 000.00 6,000.00 36 000.00 5,970.00 35 820.00 $ 5,200.00 $ 31 200.00 22 000.00 132 000.00 6,500.00 39 000.00 $ 4,430.53 26 583.18 7,400.00 44 400.00 21 6 EA Furnish&Install Drinking Fountain Sump per Detail'B'LC-AM $1,330.00 7,980.00 2,000.00 12 000.00 1,130.00 6 780.00 $ 1,350.00 $ 8,100.00 500.00 3,000.00 1,200.00 7,200.00 4,687.19 28123.14 1,000.00 6,000.00 22 1 LS Furnish&Install Agility Equipment er Manufacturers Recommendations $30,000.00 30 000.00 35 000.00 35 000.00 41 700.00 41 700.00 26 910.00 26 910.00 39 088.00 39 088.00 6,500.00 6,500.00 23 495.93 23 495.93 42 000.00 42 000.00 23 6 EA Furnish&Install Enclosure Signs Per Details'C-F LC-MS $500.00 3,000.00 1,500.00 9,000.00 600.00 3,600.00 1,480.00 8,880.00 500.00 3,000.00 250.00 1,500.00 300.00 1,800.00 425.00 2,550.00 24 1 LS Construct Monument Sin per Detail'B'LC-MS $20 000.00 20 000.00 5,000.00 5,000.00 11 500.00 11 500.00 13 700.00 $ 13 700.00 25 000.00 25 000.00 8,500.00 8,500.00 2,000.00 2,000.00 15 000.00 15 000.00 25 1 LS Construct Temporary Construction Sin per Detail'A',LC-MS 1,000.00 1,000.00 1,500.00 1,500.00 1,300.00 1,300.00 2,000.00 2,000.00 1,200.00 1,200.00 1,500.00 1,500.00 800.00 800.00 26 2,102 LF Furnish&Install 6'Ht,Wire Fence per Detail'A'LC-FE $71.36 149 998.72 70.00 147 140.00 82.00 172 364.00 69.00 145 038.00 50.00 105 100.00 75.00 157 650.00 66.00 138 732.00 65.00 136 630.00 27 6 EA Furnish&Install 3.5'Wide Pedestrian Gate per Detail'B'LC-FE $2,500.00 15 000.00 3,000.00 18 000.00 3,500.00 21 000.00 8,400.00 50 400.00 1,800.00 10 800.00 7,900.00 47 400.00 7,972.80 47 836.80 2,200.00 13 200.00 28 1 7 EA Furnish&Install 14'Wide Double Swing Gate per Detail'C LC-FE 3 428.50 23 999.50 6,000.00 42 000.00 3.000.00 21 000.00 4.400.00 30.800.001$ 2.500.00 S 17 500.00 4.125.00 28 875.00 4.251.50 29 760.50 S 3,000.00 21 000.00 29 1 LS Furnish&Install Automatic Irrigation System Complete $139,235.00 139 235.00 150 000.00 150 000.00 202 000.00 202 000.00 189 000.00 189 000.00 189 400.00 189 400.00 168 000.00 168 000.00 208 340.00 208 340.00 375 000.00 375 000.00 30 78,112 SF Soil Preparation/Fine Grading $0.45 35 150.40 0.50 39 056.00 $ 0.35 27 339.20 $ 0.35 $ 27 339.20 0.36 28 120.32 0.40 31 244.80 $ 1.00 78 112.00 1.00 78 112.00 31 78,112 SF Weed Abatement $0.25 19 528.00 0.10 7,811.20 0.03 2,343.36 0.12 9,373.44 0.02 1,562.24 0.25 19 528.00 0.09 7,030.08 0.10 7,811.20 32 1 LS 90 Day Maintenance Period/Plant Establishment $15,622.00 15 622.00 10 000.00 10 000.00 10 650.00 10 650.00 18 800.00 18 800.00 30 000.00 30 000.00 25 000.00 25 000.00 3,000.00 3,000.00 8,500.00 8,500.00 33 9 EA Furnish&Install Boulders 1.5'-2.5'Dia.per Detail'C'LC-AM $200.00 1,800.00 500.00 4,500.00 110.00 990.00 77.00 693.00 70.00 630.00 320.00 2,880.00 90.00 810.00 175.00 1,575.00 34 19 EA Furnish&Install Boulders 3'-4'Dia.per Detail'C'LC-AM $280.00 5,320.00 700.00 13 300.00 307.00 5,833.00 198.00 3,762.00 180.00 3,420.00 600.00 11 400.00 160.00 3 D40.00 215.00 4,085.00 &nbsp; &nbsp; Page119 BID SUMMARY FOR BID OPENING JUNE 8,2021 APPARENT LOW BIDDER 2 3 4 5 6 7 CENTRAL PARK DOG PARK ENGINEER'S ESTIMATE Golden Sun Enterprise Three Peaks Corp Horizons Construction Act 1 Construction Inc. Moreno Valley Construction Leonida Builders,Inc. Kass Construction 35 17 EA Furnish&Install Boulders 5'-6'Dia. er Detail'C LC-AM 320.00 5.440.00 1,000.00 17 000.00 845.00 14 365.00 300.00 $ 5.100.00 370.00 6.290.00 $ 900.00 15 300.00 $ 355.00 6,035.00 425.00 7 225.00 36 urnis nsta eat ou are x x per etas' , 5 EA AM 50.00 2.250.00 3.000.00 15 000.00 750.00 3.750.00 2.460.00 12 300.00 2.440.00 12 200.00 850.00 4.250.00 2.390.00 11 950.00 1 100.00 5,500.00 37 1,545 SF Furnish&Install H droseed(Chaparral Sae Scrub Mix $0.75 $ 1,158.75 $ 2.00 $ 3,090.00 $ 1.00 $ 1,545.00 $ 1.10 $ 1,699.50 $ 1.20 $ 1,854.00 $ 1.60 $ 2,472.00 $ 1.32 $ 2,039.40 $ 2.00 $ 3,090.00 38 2,191 FA Furnish&Install 4"Pots $7.50 16 432.50 3.00 6,573.00 4.45 9,749.95 3.40 7,449.40 3.00 6,573.00 5.00 10 955.00 $ 3.30 7,230.30 5.50 12 050.50 39 4,100 EA Furnish&Install 1 Gallon Container Planting 11.00 45 100.00 10.00 41 000.00 9.70 39 770.00 10.26 42 066.00 8.00 32 800.00 11.00 45100.00 8.80 36 080.00 8.75 35 875.00 40 231 EA Furnish&Install 5 Gallon Container Planting 27.00 6.237.00 30.00 6,930.00 23.70 5.474.70 36.50 8.431.50 23.00 5.313.00 22.00 5.082.00 25.30 5.844.30 25.00 5,775.00 41 60 EA IFurnish&Install 24"Box Tree $340.00 20 400.00 500.00 30 000.00 416.00 24 960.00 427.50 25 650.00 280.00 16 800.00 330.00 19 800.00 308.00 18 480.00 360.00 21 600.00 42 32 EA Furnish&Install 36"Box Tree $890.00 28 480.00 1.000.00 32 000.00 1,120.00 35 840.00 1.100.00 35 200.00 995.00 31 840.00 1.350.00 43 200.00 1.094.50 35 024.00 940.00 30 080.00 43 22,300 SF Furnish&Install Turf Sod $2.50 55 750.00 2.50 55 750.00 1.25 27 875.00 2.85 63 555.00 2.35 52 405.00 3.00 66 900.00 2.59 57 757.00 1.10 24 530.00 44 1,245 LF Furnish&Install Root Barrier Linear 12.00 14 940.00 10.00 12 450.00 14.70 18 301.50 17.20 21 414.00 6.00 7,470.00 $ 8.00 9,960.00 6.60 8,217.00 9.00 11 205.00 45 8 EA Furnish&Install T e At Light Fixture lath Footira $3,937.50 31 500.00 10 000.00 80 000.00 7,000.00 56 000.00 5,871.00 46 968.00 4,100.00 32 800.00 $ 9,250.00 74 000.00 3,167.00 25 336.00 $ 6,600.00 52 800.00 46 5 EA Furnish&Install Type A2 Light Fixture vrith Footing 3 000.00 15 000.00 11 000.00 55 000.00 7,000.00 35 000.00 7,710.00 38 550.00 5,750.00 28 750.00 $ 10 100.00 50 500.00 5,210.00 26 050.00 6 600.00 33 000.00 47 9 EA Furnish&Install T e A3 Li ht Fixture with Footin $5,000.00 $ 45 000.00 $ 12 000.00 $ 108 000.00 $ 7,000.00 $ 63 000.00 $ 9,440.00 $ 84,960.00 $ 7,450.00 $ 67,050.00 $ 11 200.00 $ 100 800.00 $ 7,345.00 $ 66105.00 $ 6,600.00 $ 59 400.00 48 rovi a ec nca e"ce onnec ion, vn c ear, rans ormers,and Cabinets 1 LS with Foundation and Anchorage 200 000.00 200 000.00 135 200.00 135 200.00 169 700.00 169 700.00 200 000.00 200 000.00 199 000.00 199 000.00 94 873.00 94 873.00 180 000.00 180 000.00 49 Electrical Conduit,Slurry/Encasement,Wiring and Distribution,Grounding, 1 LS Conductor and Misc.Electrical E ui ment and Li htin Controls $50,000.00 50 000.00 300 000.00 300 000.00 618 200.00 618 200.00 1,038,700.00 $ 1,038,700.00 600 000.00 600 000.00 836 000.00 836 000.00 888 274.00 888 274.00 450 000.00 450 000.00 50 100 LF Install Curb Paint $1.00 100.00 10.00 1.000.00 5.00 500.00 4.50 450.00 1.35 135.00 2.00 200.00 10.00 1.000.00 5.00 500.00 51 500 SF Install Parkina Lot Stri in -Dro off $1.00 500.00 10.00 5000.00 5.00 2500.00 2.36 1180.00 0.85 425.00 4.00 2000.00 10.00 5000.00 3.00 1500.00 52 30 FA Install Parkin Lot Stri in -Sin le Line Slalls 15.00 450.00 100.00 $ 3,000.00 20.00 600.00 45.00 1,350.00 12.00 360.00 250.00 7,500.00 $ 300.00 9,000.00 65.00 1,950.00 53 ns a ccessl e a Ing ping per ec ion 4 EA and Detail Sheet LG-6 $250.00 1.000.00 1.000.00 4.000.00 200.00 800.00 210.00 840.00 400.00 1,600.00 $ 450.00 1,800.00 500.00 2,000.00 400.00 1,600.00 54 Install Tow Amy Signage per CBC 2019 Section 11 B-502.8 and Detail, 1 EA Sheet LG-6 $ $ 100000 $ 100000 $ 250.00 $ 250.00 $ 230.00 $ 230.00 $ 900.00 $ 900.00 $ 450.00 $ 450.00 $ 1 000.00 $ 1,000,11 $ 500.0D $ 500.00 ns a ccessl e a mg ignage per ec ion 55 502.6.2,and Detail,Sheet 4 EA LG-6 1 000.00 4 000.00 250.00 1.000.00 230.00 920.00 900.00 3,600.00 350.00 1,400.00 500.00 2,000.00 500.00 2 000.00 56 Boo CV Install 4"Minimum de th shredded wood bark mulch $ 60.00 48 000.00 46.00 36 800.00 62.00 49 600.00 76.00 60 800.00 70.00 56 000.00 15.00 $ 12 000.00 $ 57.00 45 600.00 TOTAL BID SCHEDULE $ 2,726,703.12 $ 3,889,777.00 $ 4,102,315.46 $ 4,319,972.45 $ 4,601,924.56 $ 4,860,647.80 $ 4,991,707.13 $ 4,998,664.95 NOTE:CORRECTIONS TO BID AMOUNTS SHOWN IN BOLD. &nbsp; &nbsp; Page 120 CITY OF RANCHO CUCAMONGA DATE: July 21, 2021 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Tamara L. Oatman, Finance Director Noah Daniels, Deputy Director of Finance SUBJECT: Consideration of Resolutions Approving the Special Tax Levy for Various Community Facilities Districts and the Special Annual Benefit Assessment for Drainage Area No. 91-2 for Fiscal Year 2021/22. (RESOLUTION NO'S. 2021-063, 2021-064, 2021-065, 2021-066, 2021- 067, 2021-068, 2021-069, 2021-070, 2021-071, 2021-072, 2021-073, 2021-074, 2021-075 AND 2021-076) (CITY) RECOMMENDATION: Staff recommends that the City Council adopt the Resolutions approving the special tax levy and special annual benefit assessment, as applicable, for the following Community Facilities Districts and Benefit Assessment District (each a "District" and collectively the "Districts") for Fiscal Year 2021/22: 1. Community Facilities Districts No. 2000-01 (South Etiwanda), 2. Community Facilities Districts No. 2000-02 (Rancho Cucamonga Corporate Park), 3. Community Facilities Districts No. 2000-03 A (Rancho Summit), 4. Community Facilities Districts No. 2000-03 Special Tax "B" (Rancho Summit), 5. Community Facilities Districts No. 2001-01 (Improvement Area Nos. 1 and 2), 6. Community Facilities Districts No. 2001-01 (Improvement Area No. 3), 7. Community Facilities Districts No. 2003-01 (Improvement Area No. 1), 8. Community Facilities Districts No. 2003-01 (Improvement Area No. 2), 9. Community Facilities Districts No. 2004-01 (Rancho Etiwanda Estates), 10. Community Facilities Districts No. 2006-01 (Vintner's Grove), 11. Community Facilities Districts No. 2006-02 (Amador on Route 66), 12. Community Facilities Districts No. 2017-01 (North Etiwanda), 13. Community Facilities Districts No. 2018-01 (The Resort at Empire Lakes), and 14. Drainage Area No. 91-2 (Day Canyon Drainage Basin) BACKGROUND: Annually, prior to the County's direct assessment enrollment in August, the City Council must adopt a Resolution approving the levy of special tax and special benefit assessment for each District. If approved, staff will file the certified list of all parcels subject to the levy for each District with the County of San Bernardino to be included in the property owners' property tax billings. The City Council has previously authorized the formation of the Districts, including the services provided or the bonded indebtedness secured by the Districts. Page 121 ANALYSIS: Community Facilities Districts The special taxes pay for the public facilities and services, the principal and interest debt service, and other administrative costs associated with the Districts. Most of the existing Districts will levy special taxes for the amount necessary to pay current and future debt service until the bonds issued by the Districts mature. However, CFD Nos. 2000-03 Special Tax "B" (Rancho Summit), 2017-01 (North Etiwanda), and 2018-01 (The Resort at Empire Lakes) levy special taxes in order to provide maintenance and public facilities and, therefore, will levy special tax on an ongoing basis. The table below summarizes the total levy and maturity date for each District with outstanding bonded indebtedness for Fiscal Year 2021/22. Changes to the special tax levy are recommended based on analysis for each District's current and future debt service. For example, the debt service expenses for CFD Nos. 2003-01 (Improvement Area No. 1) and 2003-01 (Improvement Area No. 2) increase each year until the final maturity in September 2033. As a result, staff recommends that the special tax levy for those Districts be increased in order to have adequate resources to pay the current and future debt service payments. On the other hand, staff also recommends that the special tax levy for CFD No. 2004-01 be decreased due to the addition of new homes built over the prior fiscal years within the District. An increased number of parcels in the District equates to a decreased special tax levy on a per property basis because the debt service does not increase. District Bond Maturity Levy Amount Notes CFD No. 2000-01 September 2025 $73,922 No change from prior (South Etiwanda) year. CFD No. 2000-02 No change from prior (Rancho Cucamonga Corporate September 2025 $517,806 Park) year. CFD No. 2000-03 A September 2035 $566,112 No change from prior (Rancho Summit) year. CFD No. 2001-01 September 2031 $670,447 No change from prior (Improvement Areas Nos. 1 and 2) year. CFD No. 2001-01 September 2031 $61,467 No change from prior (Improvement Area No. 3) year. CFD No. 2003-01 September 2033 $1,201,317 Increased 2%for debt (Improvement Area No. 1) service. CFD No. 2003-01 September 2033 $205,064 Increased 2%for debt (Improvement Area No. 2) service. CFD No. 2004-01 September 2036 $2,350,660 Decreased 13% due to (Rancho Etiwanda Estates) District build-out. CFD No. 2006-01 September 2037 $288,959 No change from prior (Vintner's Grove) year. CFD No. 2006-02 September 2037 $183,158 No change from prior (Amador on Route 66) year. The table below summarizes the special tax levies for a single-family residence or by acre for undeveloped property for the Districts that provide maintenance for Fiscal Year 2021/22. Generally, the special tax levy is based on changes in operation costs and capital replacement Page 2 Page122 plans for each District. The exception to this case is the special tax levy for CFD No. 2018-01 on undeveloped property, which will decrease each year as The Resort at Empire Lakes is developed. Current Recommended Maximum District Assessment Assessment Assessment Notes CFD No. 2000-03 Increased 4% to Special Tax"B" $1,470.99 $1,529.83 $1,529.83 reflect an increase (Rancho Summit) in operational costs. CFD No. 2017-01 No(North Etiwanda) $0 $0 $1,038.29 residential pa Residential Propertyparcels. CFD No. 2017-01 (North Etiwanda) $0 $20 $2,522.29 No change from prior year. Undeveloped Property CFD No. 2018-01 Increased 6% to (The Resort at reflect an increase Empire Lakes) $0 $358.25 $358.25 in operational Residential Property costs. Decreased 10% as CFD No. 2018-01 a result of (The Resort at increasing number Empire Lakes) $0 $1,858.29 $5,881.15 of residential Undeveloped Property properties in District. Benefit Assessments for Drainage Area No. 91-2 (Day Canyon Drainage Basin) The District consists of 363 residential parcels which are generally located north of Wilson Avenue between Day Creek Boulevard and Etiwanda Avenue. The annual assessment for the District pays for maintenance and servicing of a 27-acre-foot desilting basin and a 1,460-linear foot concrete drainage channel. Staff recommends a decrease from $92.17 to $72.17, or 28%, to match the annual assessment with the annual operating costs for District. FISCAL IMPACT: The Districts are separate from the City General Fund. The special tax revenues that are collected for each District are used for the related services, debt service payments, and administration costs for only that District. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: This item addresses the City Council's core value of intentionally embracing and anticipating the future by complying with reporting requirements for assessment revenues that defray the cost of services and public facilities related to the Districts. ATTACHMENTS: Attachment 1 — Resolution CFD 2000-01 Attachment 2 —Annual Status Report— CFD 2000-01 Attachment 3— Resolution CFD 2000-02 Attachment 4 —Annual Status Report - CFD 2000-02 Attachment 5— Resolution CFD 2000-03 A Attachment 6—Annual Status Report - CFD 2000-03 A Attachment 7— Resolution CFD 2000-03 Special Tax "B" Page 3 Page 123 Attachment 8 —Annual Status Report - CFD 2000-03 Special Tax "B" Attachment 9 — Resolution CFD 2001-01 (Improvement Area No. 1 and 2) Attachment 10 —Annual Status Report— CFD 2001-01 (Improvement Area Nos. 1 and 2) Attachment 11 — Resolution CFD 2001-01 (Improvement Area No. 3) Attachment 12 —Annual Status Report— CFD 2001-01 (Improvement Area No. 3) Attachment 13 — Resolution CFD 2003-01 (Improvement Area No. 1) Attachment 14 —Annual Status Report— CFD 2003-01 (Improvement Area No. 1) Attachment 15 — Resolution CFD 2003-01 (Improvement Area No. 2) Attachment 16 —Annual Status Report— CFD 2003-01 (Improvement Area No. 2) Attachment 17 — Resolution CFD 2004-01 Attachment 18 —Annual Status Report - CFD 2004-01 Attachment 19 — Resolution CFD 2006-01 Attachment 20 —Annual Status Report - CFD 2006-01 Attachment 21 — Resolution CFD 2006-02 Attachment 22 —Annual Status Report— CFD 2006-02 Attachment 23 — Resolution CFD 2017-01 Attachment 24 —Annual Status Report— CFD 2017-01 Attachment 25 — Resolution CFD 2018-01 Attachment 26 —Annual Status Report— CFD 2018-01 Attachment 27 — Resolution BAD 91-2 Attachment 28 —Annual Supplement to the Final Engineer's Report— BAD 91-2 Page 4 Page 124 RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT 2000-01 (SOUTH ETIWANDA) FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2000-01 (South Etiwanda) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds were previously issued for purposes of financing the project facilities for said District (the "Prior Special Tax Bonds"); and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-147 on August 5, 2015, previously established the specific rate of the special tax to be collected for the fiscal year based, in part, upon the debt service payable on the Prior Special Tax Bonds; and WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund the Prior Special Tax Bonds resulting in a reduction in the debt service payable from the special taxes levied within the District. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the District are hereby determined and established as set forth in the attached, referenced and incorporated in the Annual Status Report. SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal of and interest on any outstanding authorized bonded indebtedness; B. Necessary replenishment of bond reserve funds or other reserve funds; C. Payment of costs and expenses of administering the District and any bonds of the District; and D. Repayment of advances and loans, if appropriate. Resolution No. 2021-XXX— Page 1 of 2 Page 125 ATTACHMENT 1 The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21s' day of July 2021 Resolution No. 2021-XXX— Page 2 of 2 Page 126 ATTACHMENT 1 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2000-01 SOUTH ETIWANDA ANNUAL STATUS REPORT J U LY 2021 ATTPOW A T 2 BACKGROUND On November 7, 2000, an election was held and the property owners within the boundary of Community Facilities District No. 2000-01 (South Etiwanda) (the "District') authorized the District to incur bonded indebtedness in the principal amount of $1,365,000. On November 15, 2000, the City Council adopted Ordinance No. 645 authorizing the levy of a Special Tax in the District. Bonds were issued on December 21, 2000, for the purpose of financing the acquisition of certain public facilities that included street, sewer, water, storm drain, landscaping and park improvements that were required for and would permit the development of the properties within the District. The District is located east of Interstate 15 and is bordered by Foothill to the south, East to the east, Base Line to the north, Etiwanda to the west and is intersected by Miller. On December 7, 2011, the City Council adopted Resolution No. 11-179 authorizing the issuance of special tax refunding bonds for this District. The Special Tax Refunding Bonds, Series 2012, in the principal amount of $658,000 were issued on December 21, 2011. This amount represented the outstanding principal balance of the original bonds as of this date. On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the issuance of special tax refunding bonds for this District in conjunction with various other community facilities districts. The Special Tax Refunding Bonds, Series 2015, were refunded with a total principal amount of$18,546,000 and were issued on July 30, 2015. By authorizing this refunding, the City Council provided savings to the property owners for the remaining life of the bond issue, that translated to a 4.85% overall reduction in the annual debt service payment paid by property owners. The annual special tax is based on the square footage of the home for residential properties. This special tax shall be levied only so long as required for each parcel of taxable property to discharge bond obligations. Community Facilities District No. 2000-01 1 Fiscal Year 2021/22 ATT96WAT 2 COMMUNITY FACILITIES DISTRICT NO. 2000-01 ANNUAL SPECIAL TAX FISCAL YEAR 2021/22 DESCRIPTION BUILDING SIZE ASSIGNED SPECIAL TAX 1. Residential Property > 2,301 Sq Ft $283.66 2. Residential Property 1,801 — 2,300 Sq Ft $269.48 3. Residential Property <1,800 Sq Ft $241.11 COMMUNITY FACILITIES DISTRICT NO. 2000-01 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 73,930 Interest Revenue 620 Total Proposed Sources 74,550 Uses Debt Service Principal Repayments 46,000 Interest Expense 6,680 Subtotal - Debt Service 52,680 Contract Services 2,000 Assessment Administration 17,500 Admin./General Overhead 190 Total Proposed Uses 72,370 Contribution to/(Use of) Fund Balance $ 2,180 Community Facilities District No. 2000-01 2 Fiscal Year 2021/22 ATT, OWAT 2 -nn cn. 0 3 i City of Rancho Cucamonga _ AnCommunity Facilities District No. 2000-01 C RANCHO �� ti °� '_ South Etiu'vanda NO axariorr .� N ■ .uuuuul.ut.t.r.t.t.uuu�ruu�.t.r.t.l.t.�: ■t.t.t.t.t.uu�.�.�ru�.t.t.� r j = �� j yc �p ■ . N � ` i -V i 1 Hillside Rd ! ■ s ■ � i Wilson Av 0 j u Y i o Banyan St !� N O 0 19th St� rT— < Base Line Rd +' #� Bdse Line Rd ■ Foothill BI _ rt Foothill BI Arrow Rt! � Arrow Rt i 8tht:�.�.�.�.�.t.t� j � w tl1 s* : U9 Legend 1 5: 4th St 1�.�.�.�.�.�.�.�.�.�.�.1.�.�.� ■4th St .—pa,tl�,xtl 9m9raphK n—Clad—')—L— V one t-9h � � } } ����•�-�-� �•�•�•�•�•�•� CFD 2000-01 me lay d P—ammonr�are �as a p bk io.unx d�d rformaum. } � Pn ,I� ��.,.*�w. iwnQw.a� &; C t— [6 ■ m,�ran_ � d, nv nerl,ap,�hl , W any�.� �, City Limits and m alnxad m rdmeldenuy�y am am at ]nh—anm v� nenan C i�.�� ,he Cq d fmrdio Qrmurga e�lltlny artl w[hart IFnermn dbm mry and NI C (b ru -V s and r.nant� Ind dlry,bd r llnn f m•the Imple Homo L = } ITW a—e.aq ard few f«a panaaar p,i .V, oh m f�Comm = Lv 4j U 7 SRat n,&c � y nINdiLK r prd� f —bm fo (l} m �L L4L Miles L(l mm mso lMrT.Z mn InN—m pradW aim my ary a W ra a".-manp— em up n me v,mnlu a IM.Maeln Q-� d N W RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT 2000-02 (RANCHO CUCAMONGA CORPORATE PARK) FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2000-02 (Rancho Cucamonga Corporate Park) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds were previously issued for purposes of financing the project facilities for said District (the "Prior Special Tax Bonds"); and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-148 on August 5, 2015, previously established the specific rate of the special tax to be collected for the fiscal year based, in part, upon the debt service payable on the Prior Special Tax Bonds; and WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund the Prior Special Tax Bonds resulting in a reduction in the debt service payable from the special taxes levied within the District. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the District are hereby determined and established as set forth in the attached, referenced and incorporated in the Annual Status Report. SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal of and interest on any outstanding authorized bonded indebtedness; B. Necessary replenishment of bond reserve funds or other reserve funds; C. Payment of costs and expenses of administering the District and any bonds of the District; and D. Repayment of advances and loans, if appropriate. Resolution No. 2021-XXX— Page 1 of 2 Page 131 ATTACHMENT 3 The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21st day of July 2021. Resolution No. 2021-XXX— Page 2 of 2 Page 132 ATTACHMENT 3 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2000-02 RANCHO CUCAMONGA CORPORATE PARK ANNUAL STATUS REPORT J U LY 2021 ATTROW A T 4 BACKGROUND On November 7, 2000, the electors within the boundary of Community Facilities District No. 2000-02 (Rancho Cucamonga Corporate Park) (the "District") authorized the District to incur bonded indebtedness in the principal amount of $6,835,000 for the purpose of financing the acquisition of street improvements on public street improvements required as a condition of approval of development of the property within the proposed district including Milliken, Arrow and Foothill; such street improvements to include, but not to be limited to: demolition and grading, curb, gutter and sidewalks, traffic signals; entry feature and signs; fire hydrants; storm drains; water and sewer improvements; paving; striping; landscaping and irrigation improvements; public utilities and appurtenances. On December 7, 2011, the City Council adopted Resolution No. 11-179 authorizing the issuance of special tax refunding bonds for this District. The Special Tax Refunding Bonds, Series 2011, in the principal amount of $5,407,000 were issued on December 21, 2011. This amount represented the outstanding principal balance of the original bonds as of this date. On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the issuance of special tax refunding bonds for this District in conjunction with various other Community Facilities Districts. The Special Tax Refunding Bonds, Series 2015 were refunded with a total principal amount of $18,546,000 and were issued on July 30, 2015. By authorizing this refunding, the City Council provided savings to the property owners for the remaining life of the bond issue, that translated to a 4.72% overall reduction in the annual debt service payment paid by property owners. Each July 1, commencing July 1, 2012 the maximum annual special tax will be increased by two percent (2%) of the amount in effect for the previous fiscal year. The special taxes will be levied as follows: (1) The special tax will be levied on each taxable parcel in an amount equal to 100% of the applicable maximum annual special tax; or (2) If the special tax requirement will be satisfied by an amount less than the maximum annual special tax the special tax will be levied proportionately on each taxable parcel at less than 100% of the maximum annual special tax. Therefore, for Fiscal Year 2021/22 the current rate is sufficient to meet fiscal obligations and there is no need for an increase of the special tax by 2%. This special tax shall be levied only so long as required for each parcel of taxable property to discharge bond obligations. Community Facilities District No. 2000-02 1 Fiscal Year 2021/22 ATT96WAT 4 COMMUNITY FACILITIES DISTRICT NO. 2000-02 ANNUAL SPECIAL TAX FISCAL YEAR 2021122 There will be no increase to the special tax for the District. The annual tax rate for Fiscal Year 2021/22 will be $3,792.06 per acre. COMMUNITY FACILITIES DISTRICT NO. 2000-02 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 517,810 Interest Revenue 2,620 Total Proposed Sources 520,430 Uses Debt Service Principal Repayments 424,000 Interest Expense 65,120 Subtotal - Debt Service 489,120 Contract Services 2,000 Assessment Administration 50,400 Admin./General Overhead 420 Total Proposed Uses 541,940 Contribution to/(Use of) Fund Balance $ (21,510) Community Facilities District No. 2000-02 2 Fiscal Year 2021/22 ATTROWAT 4 -n n v, o v 3 City of Rancho Cucamonga < 3 a C ■_� Community Facilities District No. 2000-02 oRUaOH° o _ _ Rancho Cucamonga Corporate Park 11111.I.I.I.I— ■1.1.1.1-L1.1.1 MIMI=IM Iaa 1.1.E I-110 111 N +' ■ u i cn p Hillside Rd 1 Wilson Av ti m n' A h c o i O Eanlrc7n �t N � O ► O r rsa N 19th *I f � f Base Line Rd � Base Line Rd • i i Foothill BI Foothill BI i Arrow Rt! 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The ClgQculmt O� .make rer mpnkmw—a raeY. non or 4i"rarm Q Q .mot.t' >s m,� ��.aaara�m pl�n�a n�na=s of a Lfvm�bn L ' ■ City Limits pwtled m}un lawn ——drain not eery. —lrg--for my rmmn 1O N (D a] a] ■I.1! and t tlilectd m ra=rdenuy uny arty m 1 Ldc—a n pre>um�l heron 9 U > �� The Cq d Imrano ar ry.Many am r i—Iknemon dad—arty and al {� represnla am.mm� in dlrq,ba r imxed tm the Implkd�Imlee L L = 77 d rn—h mMq am It—tar a aam r pl .TFe Oryr rat Aw f.Cumn p U Q] 7 anal nae-a—M nor Lt ang iwNity,regards ar nv_hm br f9 am _ � = o W Miles erml;om G r Inamrar�In am Inlun =arwdw ardr LII)arty s a �+ (J Irom rmr"mt> M7 Famra b—apn> trrrtlrrnao aralmne aen a- fl RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, PROVIDING FOR THE LEVY OF SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 2000-03 A (RANCHO SUMMIT) FOR FISCAL YEAR 2021122 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2000-03 A (Rancho Summit) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds have been authorized for purposes of financing the project facilities for said District; and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body is desirous to establish the specific rate of the special tax to be collected for the fiscal year. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the referenced District are hereby determined and established as set forth in the attached, referenced and incorporated in the Annual Status Report. SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized by Ordinance of this legislative body, and is not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal of and interest on any outstanding authorized bonded indebtedness; B. Necessary replenishment of bond reserve funds or other reserve funds; C. Payment of costs and expenses of authorized public facilities and public services; and D. Repayment of advances and loans, if appropriate. The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in Resolution No. 2021-XXX — Page 1 of 2 Page 137 ATTACHMENT cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21 st day of July 2021. Resolution No. 2021-XXX — Page 2 of 2 Page 138 ATTACHMENT CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2000-03 A (RANCHO SUMMIT) ANNUAL STATUS REPORT J U LY 2021 ATTPOW A T 6 BACKGROUND On October 11, 2000 an election was held and the property owners within the boundary of Community Facilities District No. 2000-03 A (Rancho Summit) (the "District") authorized the District to incur bonded indebtedness in the principal amount of $9,835,000. On July 6, 2005, the City Council adopted Ordinance No. 744 approving the levy of the special tax and on September 21, 2005 approved Resolution No. 05-278 authorizing the issuance of bonds. The District was authorized to finance park improvements including clearing and grading of park sites, park hardscape and restrooms, street improvements and parkway hardscape landscaping of parks and parkways and park equipment with a useful life of five (5) years or more. The District is bounded by the San Bernardino National Forest to the north, the 210 Freeway to the south, Interstate 15 Freeway to the east and East to the west. On July 16, 2014, the City Council adopted Resolution No. 14-127 authorizing the issuance of special tax refunding bonds for this District. The Special Tax Refunding Bonds, Series 2014 in the principal amount of $8,500,000 were issued on July 31, 2014. By authorizing this refunding, the City Council provided annual savings to the property owners of approximately $120,000 for the remaining life of the bond issue. Each Fiscal Year, all Taxable Property within the District shall be assigned to a Zone and further classified as Developed Property, Taxable Public Property, Taxable Property Owner Association Property, or Undeveloped Property and shall be subject to Special Taxes in accordance with this Amended and Restated Rate and Method of Apportionment. Residential Property shall be assigned to Land Use Classes 1 through 10 and Non-Residential Property shall be assigned to Land Use Class 11. Community Facilities District No. 2000-03 A (Rancho Summit) 1 Fiscal Year 2021/22 ATT, OWAT 6 COMMUNITY FACILITIES DISTRICT NO. 2000-03 A ANNUAL SPECIAL TAX FISCAL YEAR 2021/22 Land Use Class Description Residential Floor Area Assigned Special Tax 1 Residential Property < 1,850 Sq. Ft $1,286.21 2 Residential Property 1,850—2,049 Sq. Ft $1,430.88 3 Residential Property 2,050—2,249 Sq. Ft $1,527.32 4 Residential Property 2,250—2,449 Sq. Ft $1,541.65 5 Residential Property 2,450—2,649 Sq. Ft $1,552.94 6 Residential Property 2,650—2,849 Sq. Ft $1,684.05 7 Residential Property 2,850—3,049 Sq. Ft $1,855.09 8 Residential Property 3,050—3,049 Sq. Ft $1,904.07 9 Residential Property 3,250—3,249 Sq. Ft $2,017.09 10 Residential Property => 3,450 Sq. Ft $2,031.41 11 Non-Residential N/A $9,493.97 per Acre Property Community Facilities District No. 2000-03 A (Rancho Summit) 2 Fiscal Year 2021/22 ATTRaye AT 6 COMMUNITY FACILITIES DISTRICT NO. 2000-03 A PROPOSED USES AND SOURCES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 566,120 Interest Revenue 2,790 Total Proposed Sources 568,910 Uses Debt Service Principal Repayments 298,000 Interest Expense 217,700 Subtotal - Debt Service 515,700 Contract Services 2,000 Assessment Administration 29,030 Admin./General Overhead 400 Total Proposed Uses 547,130 Contribution to/(Use of) Fund Balance $ 21,780 Community Facilities District No. 2000-03 A (Rancho Summit) 3 Fiscal Year 2021/22 ATTKNW9 1T 6 Tn cn' o 3 > < < City of Rancho Cucamonga _ < Community Facilities District No. 2000-03 �1Cv Rancho Summit .� RANCHO 0 CIICIJAONGF. ■1.I ■ [O L N T4 O � r U 2 Q S S N .1.1.1.1.1.1.1.ul.l.lsl.uuulruul.l.l.l.1.1.1: ■1.LLI.LI.I.LLIrl.ul.f.�l.l�l� rNv (D <n p Hillside Rd ■ ! �° ■ i ! ■> i Nilson Av ( r A � ;r ' na !❑ W �.1.1.1�1 n f t r * r p Banyan St il.l.•Ir N O 0 19th St►,ram =3 Base Line Rd 0 Base Line Rd U) i i Foothill BI i Foothill BI i - Arrow Rt! _ i Arrow Rt p Uth .7t i1■1.1■1■1■1.1.� i ¢ '2 2 mGth Si! D : w Legend 4t11 .]tyl■1.1.1.1.1.1.1.1.1.1.I.I.I.r.lrr.l.l.l I.Irl.l.l.l.li`Tth St�lri The CFE) 2000-03 aqa,dre,and gmgmMk rlamrrlwi vnsvfl arlmr M m a elvoupr � tlK CO d farcho Cmorrp ale proaXd as a pu61t rooms d wxral rf—rtI.. J .Jy ! ! J aCgd ft.r Comm pmake rax mV ry rortarq, �°^ W°rarhe d �4 d � � -Z .i1.1' o, mac=: .a���an�l�aaV]rf,r,:,aa c � [[pp C � J City Limits prwd�m}w h—r, Try—4f n idp upon C lrimr�>m for any= C6 Ll'1 Ql (D 47 k ad k aiiclzd m rd p rd-uv—fq am an,I al Lhrn p.eaerbl heron ❑ ■I.I f mP m Cry d rardb C,aa W.0"and,.err irnm rl rr arrr am a+i Erg E CU Y tR and—1—% irMIJiry,bil r nmlcd t%the impel mma L i = d merdumNq and fEeaa kr a parwiar pulme.T}>• Ory d fardv Cumnarp U Sul nair a�.m�rana aay mbiky,r yards w Iry m—i"for Sq am " Miles d = ❑ LU morz oa»ss d iiw 'n, m am mfmrol=prwdm ardry pit sn soon a w CY) .aabn�r ry as m a 7 p— Brans upm a brf� awilae �R 1 0-5 0 1 RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, PROVIDING FOR THE LEVY OF MAXIMUM SPECIAL TAX "B" FOR COMMUNITY FACILITIES DISTRICT NO. 2000-03 B (RANCHO SUMMIT) FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2000-03 B (Rancho Summit) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds have been authorized for purposes of financing the project facilities for said District; and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body is desirous to establish the specific rate of the special tax to be collected for the fiscal year. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the Special Tax "B" to be collected for Fiscal Year 2020/21 for the District are hereby determined and established as set forth Annual Status Report to this Resolution, which is attached hereto and incorporated herein by reference. SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized by the Ordinance, and is not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of Special Tax "B" shall be used, in whole or in part, for the following: A. Payment of costs and expenses of the operation and maintenance of authorized parks and parkways and incidental expenses pursuant to the Act; B. Payment of an amount necessary to fund or replenish an operating reserve for the costs of the operation of authorized parks and parkways; and C. Payment of a proportionate share of Administrative Expenses as such term is defined in the Modified Rate and Method. The proceeds of Special Tax "B" shall be used as set forth above, and shall not be used for any other purpose. Resolution No. 2021-XXX — Page 1 of 2 Page 144 ATTACHMENT SECTION 5: Special Tax "B" shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of Special Tax "B," and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21 sc day of July 2021. Resolution No. 2021-XXX — Page 2 of 2 Page 145 ATTACHMENT CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2000-03 B (RANCHO SUMMIT) ANNUAL STATUS REPORT J U LY 2021 ATTPOW A T 8 BACKGROUND On August 16, 2000, the City Council approved Resolution No. 00-149 and established Community Facilities District No. 2000-03 B, (the "District"). On October 11, 2000, the qualified electors of the District, being the owners of the land within the District, voted to approve the levy of a special tax to pay for certain public services and the administering of such District. On July 6, 2005, the City Council adopted Ordinance No. 744 approving the levy of the special tax and on September 21, 2005 approved Resolution No. 05-278 authorizing the issuance of bonds. The District was authorized to finance park improvements, including, clearing and grading of park sites, park hardscape and restrooms, street improvements and parkway hardscape landscaping of parks and parkways and park equipment with a useful life of five (5) years or more. The District is bounded by the San Bernardino National Forest to the north, the 210 Freeway to the south, Interstate 15 Freeway to the east and East to the west. Each fiscal year, all Taxable Property within the District shall be assigned to a Zone and further classified as Developed Property, Taxable Public Property, Taxable Property Owner Association Property, or Undeveloped Property and shall be subject to Special Taxes in accordance with this Amended and Restated Rate and Method of Apportionment. Residential Property shall be assigned to Land Use Classes 1 through 10 and Non-Residential Property shall be assigned to Land Use Class 11. Annually on July 1, the Maximum Special Tax "B" shall be increased based on the percentage change in the Consumer Price Index, with a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) per Fiscal Year. At this time, in order to provide sufficient revenues to meet the District expenses without adversely impacting maintenance, a rate increase to the Maximum Special Tax "B" is required. This equates to a 4.0% increase from the prior year. Maximum Actual Fiscal Year CPI Rate Assessment per Assessment per EBU EBU 2016/17 6.00% $1,240.11 $1,240.11 2017/18 1 2 00% $1,264.91 $1,264.91 2018/19 3.50% $1,309.18 $1,309.18 2019/20 6.00% $1,387.73 $1,387.73 2020/21 6.00% 1 $1,470.99 $1,470.99 2021/22 4.00% 1 $1,529.83 $1,529.83 Community Facilities District No. 2000-03B 1 Fiscal Year 2021/22 ATTK8YW9VT 8 COMMUNITY FACILITIES DISTRICT NO. 2000-03 B ANNUAL SPECIAL TAX FISCAL YEAR 2021122 Community Facilities District No. 2000-03 (Rancho Summit) Land Use Maximum Class Description Residential Floor Area Special Tax B 1 - 10 Residential Property <1850 Sq. Ft to => 3,450 Sq. Ft $ 1,529.83 COMMUNITY FACILITIES DISTRICT NO. 2000-03 B PROPOSED SOURCESAND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 545,240 Anticipated Prior Year Delinquencies Collection 4,940 Subtotal - Taxes 550,180 Interest Revenue 3,940 Total Proposed Sources 554,120 Uses Personnel Services 215,790 Operations and Maintenance 25,000 Contract Services 82,240 Utilities 123,140 Assessment Administration 1 ,890 Admin./General Overhead 68,660 Total Proposed Uses 516,720 Contribution to/(Use of) Fund Balance $ 37,400 Community Facilities District No. 2000-03B 2 Fiscal Year 2021/22 ATTROWERIT 8 Tn T. o CD3 > City of Rancho Cucamonga Community Facilities District No. 2000-03 .� RANCHO = _ L Rancho Summit CUCAMONGA W... ■ ro 91 Q} _ O - ■ ! V N ...u....u1.111.1.1a.1.1.1.1.1...11..1.ra.l.l..� p.LLI.L....Irlrlruula.yl.l�i� M ■ tO r N (D p Hillside Rd j i Wilson Av i t9 I i4 w � fy _ ❑ �.1.1.1.1 n' >f ■ o Banyan St N O O I 0 19th St*, Base Line Rd +'L Base Line Rd �•�r i j i Foothill BI i Foothill BI i Arrow Rt! Arrow Rt 8thC� SAR1.I.1.1.1.1.1., i y J v mbth t. 2 ; : U9 Legend 4th5t�1.1.1.1.1.1.1�..1.....I....�r.l.r.l.l.1 I.Ir......l.l�4th St � - The ,�.a n gmgmphk.ron,�,.n('Iriumw� m•) L—by—d.ogh } CFD 2000-03 dre Oly d Far M C p art p—M.1 a5 a W UL Ie —d Baal H«m.tlrn. Q Q The Cry d Rai dmr ga= ror implies m w«ra V reprtxrmlba w"ml < ..1.1' as m� —am,a�— «tlmdlnrs d a ry n:.n t 1U ' City Limits -d m ycu IW h fly�love no< apm bd h— {p CD > and a��f m r.fine�denw+�iy amp ma 1 ]dornahm uexr�l he,er, O y Y = The Cty d fir 9 rq.oOknv arm vnmart I"n .db I-arty rml all E � {q MP rMreSeMdlms arm w.rtan� Indv Elry.ht rR IImIRf1 m.[he ImPlld 77n � �1 r M-` d mcdmne6.gy and fn—f«a uawiar Pine.TFe 4yr d(mndo Cumirar� rLLL-1 q] Z10steel ned,Q ao»nor aosur�any Iladlly.-p d�d Cre m�hm fC (I}anf = = Q W Miles ermr�maa.aanc a Inaoymda In aM mfmrala>rr p—d.ar.V-Sn)ary srcrr« �L �/ Irnaion omr.Tq.�m airy permre I =upon Ve 4dcrmanon a.lhlle rlaen Q-5 CO RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT 2001-01 (IMPROVEMENT AREA NOS. 1 AND 2) FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2001-01 (Improvement Area Nos. 1 and Improvement Area No. 2) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds were previously issued for purposes of financing the project facilities for said District (the "Prior Special Tax Bonds"); and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-149 on August 5, 2015, previously established the specific rate of the special tax to be collected for the fiscal year based, in part, upon the debt service payable on the Prior Special Tax Bonds; and WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund the Prior Special Tax Bonds resulting in a reduction in the debt service payable from the special taxes levied within the District. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the District are hereby determined and established as set forth in the attached, referenced and incorporated in the Annual Status Report. SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal of and interest on any outstanding authorized bonded indebtedness; B. Necessary replenishment of bond reserve funds or other reserve funds; C. Payment of costs and expenses of administering the District and any bonds of the District; and D. Repayment of advances and loans, if appropriate. Resolution No. 2021-XXX— Page 1 of 2 Page 150 ATTACHMENT 9 The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21s' day of July 2021. Resolution No. 2021-XXX— Page 2 of 2 Page 151 ATTACHMENT 9 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2001-01 IMPROVEMENT AREA NO. 1 AND 2 ANNUAL STATUS REPORT J U LY 2021 ATTA8MI WT 10 BACKGROUND On June 20, 2001, an election was held and the property owners within the boundary of Community Facilities District No. 2001-01 (Improvement Area Nos. 1 and 2) (the "District") authorized the District to incur bonded indebtedness in the principal amount of $14,240,000. On August 15, 2001, the City Council adopted Ordinance No. 01-019 authorizing the issuance of bonds. Bonds were issued on August 29, 2001, to share in the financing of public street improvements required for the development of the property within the District; including, improvements to Day Creek, Victoria Park, Church, Foothill, Base Line and Arbor; landscaping improvements within public right-of-way; and storm drain and flood control improvements. On December 7, 2011, the City Council adopted Resolution No. 11-179 authorizing the issuance of special tax refunding bonds for this District. The Special Tax Refunding Bonds, Series 2012, in the principal amount of $9,093,000 were issued on December 21, 2011. This amount represented the outstanding principal balance of the original bonds as of this date. On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the issuance of special tax refunding bonds for this District in conjunction with various other Community Facilities Districts. The Special Tax Refunding Bonds, Series 2015, were refunded with a total principal amount of $18,546,000 and were issued on July 30, 2015. By authorizing this refunding, the City Council provided savings to the property owners for the remaining life of the bond issue, that translated to a 12.09% overall reduction in the annual debt service payment paid by property owners. The special tax shall be levied only so long as required for each parcel of taxable property to discharge bond obligations. Each fiscal year, all Taxable Property within Improvement Area No. 1 and Improvement Area No. 2 shall be classified as Developed Property, Final Mapped Property, Taxable Property Owner Association Property, Taxable Public Property, or Undeveloped Property and all such Taxable Property shall be subject to the levy of Special Taxes in accordance with the rate and method of apportionment pursuant to the sections below. The property in Improvement Area No. 1 is residential in use. The property in Improvement Area No. 2 is primarily commercial and contains Victoria Gardens. Community Facilities District No. 2001-01 (Improvement Area No. 1 and 2) Fiscal Year 2021/22 ATTACHAW4 COMMUNITY FACILITIES DISTRICT NO. 2001-01 ANNUAL SPECIAL TAX FISCAL YEAR 2021/22 IMPROVEMENT AREANO. 1 LAND USE DESCRIPTION RESIDENTIAL FLOOR AREA ASSIGNED SPECIAL TAX CLASS 1 Single Family Property => 3,250 Sq Ft $1,115.90 per Dwelling Unit 2 Single Family Property 2,950 to 3,249 Sq Ft $894.84 per Dwelling Unit 3 Single Family Property 2,650 to 2,949 Sq Ft $805.04 per Dwelling Unit 4 Single Family Property 2,350 to 2,649 Sq Ft $691.32 per Dwelling Unit 5 Single Family Property 2,150 to 2,349 Sq Ft $646.69 per Dwelling Unit 6 Single Family Property 1,950 to 2,149 Sq Ft $594.61 per Dwelling Unit 7 Single Family Property < 1,950 Sq Ft $498.43 per Dwelling Unit 8 Apartment Property Not Applicable $125.94 per Dwelling Unit 9 Non-Residential Property Not Applicable $4,462.52 per Acre IMPROVEMENT AREA NO. 2 LAND USE CLASS DESCRIPTION ASSIGNED SPECIAL TAX 1 Apartment Property $125.94 Per Dwelling Unit 2 Other Residential Property $5,721.95 per Acre 3 Non-Residential Property $0.33 Per Sq Ft. of Non-Residential Floor Area Community Facilities District No. 2001-01 (Improvement Area No. 1 and 2) Fiscal Year 2021/22 ATTACHMWig COMMUNITY FACILITIES DISTRICT NO. 2001-01 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 670,450 Interest Revenue 10 Total Proposed Sources 670,460 Uses Debt Service Principal Repayments 409,000 Interest Expense 185,120 Subtotal - Debt Service 594,120 Contract Services 2,000 Assessment Administration 55,900 Admin./General Overhead 370 Total Proposed Uses 652,390 Contribution to/(Use of) Fund Balance $ 18,070 Community Facilities District No. 2001-01 (Improvement Area No. 1 and 2) Fiscal Year 2021/22 ATTACHAW4 Tn cn. o < � City of Rancho Cucamonga 3 -0_ 2 < Community Facilities District No. 2001-01 a C RANCHO ;' L _ Improvement Area No. 1 and No. 2 IV CUCAMGA ; .e.uuue.l.e.l.la.l.l.uuueQ.e.ue.i6 -n U CD l paaa.l.uul�l�pruul ;I.Isoale �N = it � ■� � ■ N) _p Hillside Rd 1 Wilson Av (n � N _❑ �1.1�1.1 n' ti -� a 9.1.i o i o Banyan St t fV t O 11 O 1 O 19th st l l 1�7o Base Line Rd Base Line Rd f, r � if D i v Foothill BI i Foothill BI z Arrow Rt _ Arrow Rt Q 8th Legend D �fith s * ; i�.�� City Limits n °�' q } IA LU CFD 2001-01 2 � `tth St 11.1.1.1.1.1.1.y.1.1.1.I.....i.l.,.l.l.lfI�....y.l.l!4th St rna nqa,dam,ad pmpmphk rf R (lrrmra ')aamb nr am d—gh Improvement,Area 1 K� tlic Clry d laRho�morr,�ae pions.�a pour�.�d garasd rrarmm�m. 7 7 7 7 > 7 p rr aft -gym.—m��� .a �p ��.� Improvement Area 2 u .m uz a h.> T?m a d �+aen,�«n�.di.�ae ary lm C N � C L RaVdd m}cu Ianery TTe n duly not nap upon Ce rmhItmn far d rmmn !6 Q] Q] and mneanf m ..n '--ur nary arnp y 1 Idcraaem urp+tbd eaen C U > me CRY d Ia,rd,o ar rqa egfwu�.re rxnart�rneemn ae�rns ary and a�� C E [p iep�s and,.im Ua innmirq.ba r nmmd m.the implti,.name t L = d nadumeyey ad ME—br.part ar aaa.aae.TFe Oly of fmndo Cum—p U steal nctc aunt n«asur>:any iWb4h%rr}a,dc u ma—Um br(1)am _ = UO W Miles ermri ss m Inamrar�In aM Infuna[ pra.dr .rNm(11) rry s « r Ire tmMnp d;m aiy P.—nd—upon m tr,Mnu —1ba.rayea 1 0-5 0 1 RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT 2001-01 (IMPROVEMENT AREA NO. 3) FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2001-01 (Improvement Area No. 3) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds were previously issued for purposes of financing the project facilities for said District (the "Prior Special Tax Bonds"); and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-150 on August 5, 2015, previously established the specific rate of the special tax to be collected for the fiscal year based, in part, upon the debt service payable on the Prior Special Tax Bonds; and WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund the Prior Special Tax Bonds resulting in a reduction in the debt service payable from the special taxes levied within the District. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the District are hereby determined and established as set forth in the attached, referenced and incorporated in the Annual Status Report. SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal of and interest on any outstanding authorized bonded indebtedness; B. Necessary replenishment of bond reserve funds or other reserve funds; C. Payment of costs and expenses of administering the District and any bonds of the District; and D. Repayment of advances and loans, if appropriate. Resolution No. 2021-XXX— Page 1 of 2 Page 157 ATTACHMENT 11 The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21s' day of July 2021. Resolution No. 2021-XXX— Page 2 of 2 Page 158 ATTACHMENT 11 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2001-01 IMPROVEMENT AREA NO. 3 ANNUAL STATUS REPORT J U LY 2021 ATTA8MER f 12 BACKGROUND On June 20, 2001, an election was held and the property owners within the boundary of Community Facilities District No. 2001-01 (Improvement Area Nos. 3) (the "District") authorized the District to incur bonded indebtedness in the principal amount of $935,000. On August 15, 2001, the City Council adopted Ordinance No. 01-019 authorizing the issuance of bonds. Bonds were issued on August 29, 2001, to share in the financing of public street improvements required for the development of the property within the District; including, improvements to Day Creek, Victoria Park, Church, Foothill, Base Line and Arbor; landscaping improvements within public right-of-way; and storm drain and flood control improvements. On December 7, 2011, the City Council adopted Resolution No. 11-179 authorizing the issuance of special tax refunding bonds for this District. The Special Tax Refunding Bonds, Series 2012, in the principal amount of $9,093,000 were issued on December 21, 2011. This amount represented the outstanding principal balance of the original bonds as of this date. On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the issuance of special tax refunding bonds for this District in conjunction with various other Community Facilities Districts. The Special Tax Refunding Bonds, Series 2015 were refunded with a total principal amount of $18,546,000 and were issued on July 30, 2015. By authorizing this refunding, the City Council provided savings to the property owners for the remaining life of the bond issue, that translated to a 6.29% overall reduction in the annual debt service payment paid by property owners. The special tax shall be levied only so long as required for each parcel of taxable property to discharge bond obligations. Each fiscal year, all Taxable Property within each Zone of Improvement Area No. 3 shall be classified as Taxable or Non-Taxable Property and all such Taxable Property shall be subject to the levy of Special Taxes in accordance with the rate and method of apportionment pursuant to the section below. Community Facilities District No. 2001-01 (Improvement Area 3) 1 Fiscal Year 2021/22 ATTA8MI Wf 12 COMMUNITY FACILITIES DISTRICT NO. 2001-01 ANNUAL SPECIAL TAX FISCAL YEAR 2021122 TAXABLE BOND SHARE ASSIGNED TAX ACREAGE PER ACRE ZONE 7-LEGG10 37.48 8.30% $1,640.00 COMMUNITY FACILITIES DISTRICT NO. 2001-01 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 61 ,470 Total Proposed Sources 61,480 Uses Debt Service Principal Repayments 40,000 Interest Expense 17,930 Subtotal - Debt Service 57,930 Admin./General Overhead 70 Total Proposed Uses 60,000 Contribution to/(Use of) Fund Balance $ 1,480 Community Facilities District No. 2001-01 (Improvement Area 3) 2 Fiscal Year 2021/22 ATTA8ME1R11f 12 -nn T. o City of Rancho Cucamonga _ Community Facilities District No. 2001-01 CD RANCHO _ E v e`p _ Improvement Area No. 3 ON n ..uuuut.at.t.r.���.uu�.�.uu..t.r.t.t.t.. 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This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2003-01 (Improvement Area No. 1) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds have been authorized for purposes of financing the project facilities for said District; and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body is desirous to establish the specific rate of the special tax to be collected for the fiscal year. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the referenced District are hereby determined and established as set forth in the attached, referenced and incorporated in the Annual Status Report. SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized by Ordinance of this legislative body, and is not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal of and interest on any outstanding authorized bonded indebtedness; B. Necessary replenishment of bond reserve funds or other reserve funds; C. Payment of costs and expenses of authorized public facilities and public services; and D. Repayment of advances and loans, if appropriate. The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. Resolution No. 2021-XXX— Page 1 of 2 Page 163 ATTACHMENT 13 SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21s' day of July 2021. Resolution No. 2021-XXX— Page 2 of 2 Page 164 ATTACHMENT 13 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2003-01 IMPROVEMENT AREA NO. 1 ANNUAL STATUS REPORT J U LY 2021 ATTA8MI Rrf 14 BACKGROUND On February 19, 2003, an election was held and the property owners within the boundary of Community Facilities District No. 2003-01 (Improvement Area No. 1) authorized the District to incur bonded indebtedness in the principal amount of $14,645,000. On March 5, 2003, the City Council adopted Ordinance No. 699 approving the levy of the special tax and on May 21, 2003 approved Resolution No. 03-125 authorizing the issuance of bonds. The District consists of approximately 229 gross acres, of which 147 acres are designated as Improvement Area No. 1. The District boundary is located in the eastern part of the City generally west of Interstate 15, south of Church, north of Arrow and east of the Southern California Edison easement corridor from Arrow north, to Foothill and Day Creek from Foothill north, to Church. The District is located within the Victoria Planned Community. Bonds were issued on August 20, 2003, to share in the provision of funds for the purpose of financing the acquisition and construction of the facilities which consist of Day Creek, Victoria Park, Church, Foothill, Base Line and Arbor; storm drain and flood control facilities and water and sewer improvements to be owned and operated by Cucamonga Valley Water District; and a cultural center owned by the City, that includes a performing arts center, public library and banquet hall/meeting room. On July 3, 2013, the City Council adopted Resolution No. 13-110 authorizing the issuance of special tax refunding bonds for this District. The Special Tax Refunding Bonds, Series 2013, in the principal amount of $14,170,000 were issued on July 30, 2013. This amount represented the outstanding principal balance of the original bonds as of this date. The rates for the District will increase by 2.0 % in Fiscal Year 2021/22 to meet fiscal obligations for the District. The special tax shall be levied only so long as required for each parcel of taxable property to discharge bond obligations. Each fiscal year, all Taxable Property within Zone 1, Zone 2 and Zone 3 of the District shall be classified as Developed Property or Undeveloped Property and shall be subject to the levy of Special Taxes in accordance with the rate and method of apportionment pursuant to the sections below. Community Facilities District No. 2003-01 (Improvement Area 1) 1 Fiscal Year 2021/22 ATTA8ffl4t 14 COMMUNITY FACILITIES DISTRICT NO. 2003-01 ANNUAL SPECIAL TAX FISCAL YEAR 2021/22 ASSIGNED BACKUP SPECIAL TAX SPECIAL TAX (per acre) (per acre) NOTE ZONE 1 DEVELOPED Both Assigned and Backup PROPERTY $6,212.75 $6,852.73 can increase 2% every year ZONE 1 UNDEVELOPED Backup can increase 2% PROPERTY $0.00 $6,852.73 every year ZONE 2 DEVELOPED Both Assigned and Backup PROPERTY $11,239.07 $57,596.89 can increase 2% every year ZONE 2 UNDEVELOPED Backup can increase 2% PROPERTY $0.00 $18,305.84 every year ZONE 3 DEVELOPED Both Assigned and Backup PROPERTY $10,502.40 $16,300.57 can increase 2% every year ZONE 3 UNDEVELOPED Backup can increase 2% PROPERTY $0.00 $16,300.57 every year Community Facilities District No. 2003-01 (Improvement Area 1) 2 Fiscal Year 2021/22 ATTA��IE1�17T 14 COMMUNITY FACILITIES DISTRICT NO. 2003-01 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 1,201 ,300 Interest Revenue 4,900 Total Proposed Sources 1,206,200 Uses Debt Service Principal Repayments 525,000 Interest Expense 585,160 Subtotal - Debt Service 1,110,160 Contract Services 2,000 Assessment Administration 36,050 Admin./General Overhead 600 Total Proposed Uses 1,148,810 Contribution to/(Use of) Fund Balance $ 57,390 Community Facilities District No. 2003-01 (Improvement Area 1) 3 Fiscal Year 2021/22 ATTA8M�RPF 14 -nn City of Rancho Cucamonga C Community Facilities District No. 2003-01 `ID < !--IN _ Improvement Area No. 1 a .� RANCHO - E t QCD TI 1 U = 2 2 c N n ��.uuu�_f.�_f.f�f.l.l.uuu� uur f.f.l.l.u�: ■ �.�.�_�.a.up_p_pruuf.f.y���r,� 1 1 N � N c p Hillside Rd r ■ , ■Wilson Av f � 1 o � o Banyan St It N # O # W C) 19th 5t o Base Line Rd C 1 Base Line Rd rr � Ili i D 1 CID Foothill BI Foothill BI Arrow Rt Arrow Rt sth 5t! Legend City Limits D 'a �btl7 5* i CFd 2003-01 U D 4th St' '4th St 0 Irnprov Area 1 Zone 1 til■1.1.1.�.�.�.��l.uul.u��r■lrra_1_1 1■Iruuuf.fi 71m rn;a,dam,a.d RngmPM1k ri«nwon ffd�')"lme by am WouSr �oHdraRb� x�aap aaaavac�«�d�a r� .um. � 0 Improv Area 1 Zone 2 ¢ as m an�re,«n�,am:ar. ��a�«nrtdlnes d anp lei^ ^ C [4 C C >_ tp ROVr1d. }w Fenn. Rz"Uv� fv an na upon Ve lrlcn»vr tar anV ream [B N q] 41 y aro s a,C m rdepend[nry �., arry ann fdm anm 6aen Q Improv Area 1 Zone 3 T.eq a fmd�nraiwrga ogilinw aM xxnart�rnm�wn aemrns arty am a� t� _ w+ �� LSL=J7 2P�+aYlms ard--An In dry,bd r 11.tvd t.[ l.pll we rtanbe L d rmidr Mbgq and fens F.a p.e¢aar 0m .Tre City of fenrto❑rmrr = L Q] =1agar.�ue>•amp a$,.re aaV�eaF�r ��of�—bm ror(q am = +-r Miles ,.d ss m mammy m anf mfvnetbr pru�ee aralry uq a+Y +« W � irncbn—In a-m any p—b—ap-v trd—r —Ibu.r> , 1 fl. 1 RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT 2003-01 (IMPROVEMENT AREA NO. 2) FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2003-01 (Improvement Area No. 2) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds have been authorized for purposes of financing the project facilities for said District; and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body is desirous to establish the specific rate of the special tax to be collected for the fiscal year. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the referenced District are hereby determined and established as set forth in the attached, referenced and incorporated in the Annual Status Report. SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized by Ordinance of this legislative body, and is not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal of and interest on any outstanding authorized bonded indebtedness; B. Necessary replenishment of bond reserve funds or other reserve funds; C. Payment of costs and expenses of authorized public facilities and public services; and D. Repayment of advances and loans, if appropriate. The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in Resolution No. 2021-XXX— Page 1 of 2 Page 170 ATTACHMENT 15 cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 215t day of July 2021. Resolution No. 2021-XXX— Page 2 of 2 Page 171 ATTACHMENT 15 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2003-01 IMPROVEMENT AREA NO. 2 ANNUAL STATUS REPORT J U LY 2021 ATTA8M E�I�T 16 BACKGROUND On February 19, 2003, an election was held and the property owners within the boundary of Community Facilities District No. 2003-01 (Improvement Area No. 2) (the "District") authorized the District to incur bonded indebtedness in the principal amount of $2,855,000. On March 5, 2003, the City Council adopted Ordinance No. 699 approving the levy of the special tax and on May 21, 2003, approved Resolution No. 03-125 authorizing the issuance of bonds. The District consists of approximately 229 gross acres, of which 82 acres are designated as Improvement Area No. 2 (Zones 1 and 2). The District boundary is located in the eastern part of the City generally west of Interstate 15, south of Church, north of Arrow and east of Southern California Edison easement corridor from Arrow north, to Foothill and Day Creek from Foothill north, to Church. The District is located within the Victoria Planned Community. Bonds were issued on August 20, 2003, to share in the provision of funds for the purpose of financing the acquisition and construction of the facilities which consist of Day Creek, Victoria Park, Church, Foothill, Base Line and Arbor; storm drain and flood control facilities and water and sewer improvements to be owned and operated by Cucamonga Valley Water District; and a cultural center owned by the City, that includes a performing arts center, public library and banquet hall/meeting room. On September 17, 2013, the City Council adopted Resolution No. 13-162 authorizing the issuance of special tax refunding bonds for this District. The Special Tax Refunding Bonds, Series 2013, in the principal amount of $2,784,000 were issued on September 30, 2013. This amount represented the outstanding principal balance of the original bonds as of this date. The rates for the District will increase by 2.0 % in Fiscal Year 2021/22 to meet fiscal obligations for the District. The special tax shall be levied only so long as required for each parcel of taxable property to discharge bond obligations. Each fiscal year, all Taxable Property within Zone 1 and Zone 2 of the District shall be classified as Developed Property or Undeveloped Property and shall be subject to the levy of Special Taxes in accordance with the rate and method of apportionment determined pursuant to the sections below. Community Facilities District No. 2003-01 (Improvement Area 2) 1 Fiscal Year 2021/22 ATTA8MEWI- 16 COMMUNITY FACILITIES DISTRICT NO. 2003-01 ANNUAL SPECIAL TAX FISCAL YEAR 2021/22 ASSIGNED BACKUP SPECIAL TAX SPECIAL TAX (per acre) (per acre NOTE Both Assigned and ZONE 1 Backup can DEVELOPED increase 2% every PROPERTY $2,496.54 $4,441.85 year ZONE 1 Backup can UNDEVELOPED increase 2% every PROPERTY $0.00 $4,441.85 year ZONE 2 Backup can DEVELOPED increase 2% every PROPERTY $7,587.51 $13,458.37 year ZONE 2 Backup can UNDEVELOPED increase 2% every PROPERTY $0.00 $13,458.37 year Community Facilities District No. 2003-01 (Improvement Area 2) 2 Fiscal Year 2021/22 ATTAftEt�14T 16 COMMUNITY FACILITIES DISTRICT NO. 2003-01 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 205,070 Interest Revenue 1,470 Total Proposed Sources 206,540 Uses Debt Service: Principal Repayments 95,110 Interest Expense 107,000 Subtotal - Debt Service 202,110 Contract Services 2,500 Assessment Administration 8,980 Admin./General Overhead 220 Total Proposed Uses 213,810 Contribution to/(Use of) Fund Balance $ (7,270) Community Facilities District No. 2003-01 (Improvement Area 2) 3 Fiscal Year 2021/22 ATTA8ffll �?F 16 -nn 0 > City of Rancho Cucamonga < l C 7 a Community Facilities District No. 2003-01 RANCHO s E _ Improvement Area No. 2 N .Irlrl.1.I.Irul.1.�■1.1.1■1■1■LI.Irla.r■1■I.I.I: ■1.1■1■1.1■I.Irl.lrlrl.ul■I■�1.1�t� - +1 j j m d ■ N Hillside Rd ! ` a � i ' j 1 Wilson Av i tA m +� � ' ; N � ❑ W �1.1.L1 0 O Banyan St 4 N CD C) • r: C ) 19th 5t'1N 3 �+ o Base Line Rd CD /Ba7line Rd 3 D D ' low i v Foothill BI t Foothill BI N j � Arrow Rt! 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This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2004-01 (Rancho Etiwanda Estates) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds have been authorized for purposes of financing the project facilities for said District; and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body is desirous to establish the specific rate of the special tax to be collected for the fiscal year. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the referenced District is hereby determined and established as set forth in the attached, referenced and incorporated in the Annual Status Report. SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized by Ordinance of this legislative body, and is not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal of and interest on any outstanding authorized bonded indebtedness; B. Necessary replenishment of bond reserve funds or other reserve funds; C. Payment of costs and expenses of authorized public facilities and public services; and D. Repayment of advances and loans, if appropriate. The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in Resolution No. 2021-XXX — Page 1 of 2 Page 177 ATTACHMENT 17 cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21 st day of July 2021. Resolution No. 2021-XXX — Page 2 of 2 Page 178 ATTACHMENT 17 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2004-01 RANCHO ETIWANDA ESTATES ANNUAL STATUS REPORT J U LY 2021 ATTA8MEW f 18 BACKGROUND On September 15, 2004, an election was held and the property owners within the boundary of Community Facilities District No. 2004-01 (the "District") authorized the District to incur bonded indebtedness in the maximum principal amount of $45,000,000. On October 6, 2004, the City Council adopted Ordinance No. 735 approving the levy of the special tax and on June 7, 2006 approved Resolution No. 06-185 authorizing the issuance of bonds. Bonds were issued on July 13, 2006 to share in the provision of funds for the acquisition and construction of certain public facilities, to serve property located within the District. The District was authorized to finance the following improvements: • Day Creek Boulevard - grading, storm drain, sewer, water, dry utilities, streets and landscaping, • Etiwanda Avenue - grading, sewer, water, dry utilities, streets and landscaping; • Cucamonga Valley Water District ("CVWD") reservoir transmission main, • Storm drain facilities including the northern property line storm drain and the Etiwanda Avenue storm drain, • Park facilities, • Equestrian facilities, • School facilities now owned by the Etiwanda School District and by the Chaffey Joint Union High School District, • Water and sewer facilities now owned by CVWD which were authorized and financed from the proceeds of capacity charges levied by CVWD, • Flood control facilities now owned by the San Bernardino County Flood Control District and • Open space owned by the County of San Bernardino. On January 15, 2014, the City Council adopted Resolution No. 14-005 authorizing the issuance of special tax refunding bonds for this District. The Special Tax Refunding Bonds, Series 2014 in the principal amount of $34,384,000 were issued on February 07, 2014. This amount represented the outstanding principal of the original bonds as of this date. For Fiscal Year 2021/22 the rate will decrease 12.8% due to vacant properties finally developed. The reduced rate will be sufficient to meet fiscal obligations for the District. The special tax shall be levied only so long as required for each parcel of taxable property to discharge bond obligations. Community Facilities District No. 2004-01 (Rancho Etiwanda Estates) 1 Fiscal Year 2021/22 ATTA8M Rft 18 TERM OF SPECIAL TAX The Special Tax shall be levied for a period not to exceed fifty years commencing with Fiscal Year 2005/06 provided, however, that special taxes will cease to be levied in an earlier fiscal year if the Community Facilities District Administrator has determined (i) that all required interest and principal payments on the District's bonds have been paid; and (ii) all authorized facilities have been constructed. ANNUAL SPECIAL TAX FISCAL YEAR 2021/22 Maximum Actual Land Use Category Developed Floor Area Special Tax Special Tax 1-Residential Property Greater than 4,000 sq ft $5,555 per unit $4,280 per unit 2-Residential Property 3,801 -4,000 sq ft $5,325 per unit $4,103 per unit 3-Residential Property 3,601 - 3,800 sq ft $5,151 per unit $3,969 per unit 4-Residential Property 3,401 - 3,600 sq ft $4,896 per unit $3,772 per unit 5-Residential Property Less than 3,400 sq ft $4,410 per unit $3,398 per unit 6-Non-Residential Property NA $14,800 per acre $0.00 per acre Community Facilities District No. 2004-01 (Rancho Etiwanda Estates) 2 Fiscal Year 2021/22 ATTA8ffll a 18 COMMUNITY FACILITIES DISTRICT NO. 2004-01 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 2,350,660 Interest Revenue 20,910 Total Proposed Sources 2,371,570 Uses Debt Service Principal Repayments 1 ,232,000 Interest Expense 1 ,115,610 Subtotal - Debt Service 2,347,610 Contract Services 2,000 Assessment Administration 28,300 Admin./General Overhead 1 ,690 Total Proposed Uses 2,379,600 Contribution to/(Use of) Fund Balance $ (8,030) Community Facilities District No. 2004-01 (Rancho Etiwanda Estates) 3 Fiscal Year 2021/22 ATTA8M&T 18 -nn 3 , City of Rancho Cucamonga 3 fu Community Facilities District No. 2004-01 fu `D ="� g RANCHO � Rancho Etiwanda Estates >_MIMI � � '� CD - ! 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Q Q d ' ' ' CFD 2004-01 ,he oq a narvo�nx.�manes rcr inpKs ry+�or*arcr.r v w.nroaa Q � � m uur��,tea,am,ar-•�+ae4�rs«n�i�d ar.F lri^�^ C � [4 � m}u.ha �—dnad m RrrI_ ry upon uz fon�v kr am mffn [0 � cn a7 CU G7 � �'•y r� and e m �..w='--ur +n�YY'ar*i a [ �Mcmeem prrxrad haen O 7 SC +r City Li n'I its The Cq d k—k tiu,wrga eOkM and w,eaart Irnre.an aea. m,y and al {q i and—ftn m Irq,h,t r lnn c t.ere impIk J mnanb L L = t d rneidem6lq and fees for a aadxia.r p.r .The 4[y of fatn�o tumnvrp = L Q7 aar asra<ar, balm,rprd�.r n m—hm mr rq an _ W Miles —� canes on,�,s a inammde:in.7 ine „,=wodm mWw niy arty alva,« CO � rav�aa rp d—many p—b—upm a rrrr«rr,a mime n<bR 1 D_5 0 1 RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 2006-01 (VINTNER'S GROVE) FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2006-01 (Vintner's Grove) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds were previously issued for purposes of financing the project facilities for said District (the "Prior Special Tax Bonds"); and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-151 on August 5, 2015, established the specific rate of the special tax to be collected for the fiscal year based, in part, upon the debt service payable on the Prior Special Tax Bonds; and WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund the Prior Special Tax Bonds resulting in a reduction in the debt service payable from the special taxes levied within the District; and NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the District are hereby determined and established as set forth in the attached, referenced and incorporated in the Annual Status Report. SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal of and interest on any outstanding authorized bonded indebtedness; B. Necessary replenishment of bond reserve funds or other reserve funds; C. Payment of costs and expenses of administering the District and any bonds of the District; and D. Repayment of advances and loans, if appropriate. Resolution No. 2021-XXX— Page 1 of 2 Page 184 ATTACHMENT 19 The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21s' day of July 2021. Resolution No. 2021-XXX— Page 2 of 2 Page 185 ATTACHMENT 19 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2006-01 VINTNER'S GROVE ANNUAL STATUS REPORT J U LY 2021 ATTA8M Rft 20 BACKGROUND On October 18, 2006, an election was held and the property owners within the boundary of Community Facilities District No. 2006-01 (Vintner's Grove) (the "District") authorized the District to incur bonded indebtedness in the principal amount of $5,800,000. On November 1, 2006, the City Council adopted Ordinance No. 769 approving the levy of the special tax and on December 20, 2006 approved Resolution No. 06-401 authorizing the issuance of bonds. The District boundary is located on the south side of Arrow, east of Center, north of 26t" and west of Haven. Bonds were issued on January 25, 2007, to share in the provision of funds for the acquisition of street improvements, landscape improvements within the public right-of- way and water and sewer improvements. On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the issuance of special tax refunding bonds for this District in conjunction with various other Community Facilities Districts. The Special Tax Refunding Bonds, Series 2015 were refunded with a total principal amount of $18,546,000 and were issued on July 30, 2015. By authorizing this refunding, the City Council provided savings to the property owners for the remaining life of the bond issue, that translated to a 37.85% overall reduction in the annual debt service payment paid by property owners. This special tax shall be levied only so long as required for each parcel of taxable property to discharge bond obligations. Each fiscal year, all Taxable Property within the District shall be classified as Developed Property or Undeveloped Property and shall be subject to the levy of Special Taxes in accordance with the rate and method of apportionment determined pursuant to the section below. Community Facilities District No. 2006-01 1 Fiscal Year 2021/22 ATTA8MI Rft 20 COMMUNITY FACILITIES DISTRICT NO. 2006-01 (VINTNER'S GROVE) ANNUAL SPECIAL TAX FISCAL YEAR 2021122 Floor Plan Home Size (Sq. Ft.) Number of Units Special Tax Tri-Plex Plan 1 1 ,335 26 $1 ,444.32 Tri-Plex Plan 2 1 ,803 26 $1 ,664.32 Tri-Plex Plan 3 1 ,920 26 $1 ,723.98 SFD Plan 4 2,188 28 $1 ,932.18 SFD Plan 5 2,627 28 $2,099.98 SFD Plan 6 3,173 22 $2,291 .39 COMMUNITY FACILITIES DISTRICT NO. 2006-01 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 288,960 Interest Revenue 2,380 Total Proposed Sources 291,340 Uses Debt Service Principal Repayments 136,000 Interest Expense 119,600 Subtotal - Debt Service 255,600 Contract Services 2,000 Assessment Administration 18,240 Admin./General Overhead 310 Total Proposed Uses 276,150 Contribution to/(Use of) Fund Balance $ 15,190 Community Facilities District No. 2006-01 2 Fiscal Year 2021/22 ATTA8M Rft 20 -nn City of Rancho Cucamonga Ln < Community Facilities District No. 2006-01 .� RANCHO L — z E , — Vintners Grove N CUGYONCk Mr■■ ! 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RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, RE-ESTABLISHING ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT 2006-02 (AMADOR ON ROUTE 66) FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2006-02 (Amador on Route 66) (hereinafter referred to as the "District"); and WHEREAS, at this time, bonds were previously issued for purposes of financing the project facilities for said District (the "Prior Special Tax Bonds"); and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said District, and this legislative body, by the adoption of Resolution No. 15-152 on August 5, 2015, established the specific rate of the special tax to be collected for the fiscal year based, in part, upon the debt service payable on the Prior Special Tax Bonds; and WHEREAS, on July 30, 2015, special tax refunding bonds were issued by the District to refund the Prior Special Tax Bonds resulting a reduction in the debt service payable from the special taxes levied within the District. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for Fiscal Year 2021/22 for the District is hereby determined and established as set forth in the attached, referenced and incorporated in the Annual Status Report. SECTION 3: That the rates as set forth in such Annual Status Report do not exceed the amount as previously authorized by Ordinance of this legislative body, and are not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax are used to pay, in whole or in part, the costs of the following, in the following order of priority: A. Payment of principal of and interest on any outstanding authorized bonded indebtedness; B. Necessary replenishment of bond reserve funds or other reserve funds; C. Payment of costs and expenses of administering the District and any bonds of the District; and D. Repayment of advances and loans, if appropriate. Resolution No. 2021-XXX— Page 1 of 2 Page 190 ATTACHMENT 21 The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund, bond fund, and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of the special tax, and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21s' day of July 2021. Resolution No. 2021-XXX— Page 2 of 2 Page 191 ATTACHMENT 21 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2006-02 AMADOR ON ROUTE 66 ANNUAL STATUS REPORT J U LY 2021 ATTA8M&T 22 BACKGROUND On October 18, 2006, an election was held and the property owners within the boundary of Community Facilities District No. 2006-02 (Amador on Route 66) (the "District") authorized the District to incur bonded indebtedness in the principal amount of $2,980,000. On November 1, 2006, the City Council adopted Ordinance No. 770 approving the levy of the special tax and on December 20, 2006 approved Resolution No. 06-402 authorizing the issuance of bonds. The District boundary is located south of Garcia, east of Etiwanda, north of Foothill and west of East. Bonds were issued on January 25, 2007, to share in the provision of funds for the acquisition of street improvements, landscape improvements within the public right-of- way and water and sewer improvements. On July 1, 2015, the City Council adopted Resolution No. 15-115 authorizing the issuance of special tax refunding bonds for this District in conjunction with various other Community Facilities Districts. The Special Tax Refunding Bonds, Series 2015, were refunded with a total principal amount of $18,546,000 and were issued on July 30, 2015. By authorizing this refunding, the City Council provided savings to the property owners for the remaining life of the bond issue, that translated to a 28.42% overall reduction in the annual debt service payment paid by property owners. This special tax shall be levied only so long as required for each parcel of taxable property to discharge bond obligations. Each fiscal year, all Taxable Property within the District shall be classified as Developed Property, Taxable Public Property, Taxable Property Owner Association Property or Undeveloped Property and shall be subject to the levy of Special Taxes in accordance with the rate and method of apportionment determined pursuant to the section below. Community Facilities District No. 2006-02 1 Fiscal Year 2021/22 ATTA8MEWI- 22 COMMUNITY FACILITIES DISTRICT NO. 2006-02 (AMADOR ON ROUTE 66) ANNUAL SPECIAL TAX FISCAL YEAR 2021122 Land Use Class Description Residential Floor Area Residential Floor Area 1 Single Family Detached Property >1,850 Sq. Ft. $ 2,015.67/DU 2 Single Family Detached Property 1,601 - 1,850 Sq. Ft. $ 1,930.49/DU 3 Single Family Detached Property 1,351 - 1,600 Sq. Ft. $ 1,767.29/DU 4 Single Family Detached Property <1,351 $ 1,604.09/DU 5 Non-Residential Property N/A $46,345.26/ACRE COMMUNITY FACILITIES DISTRICT NO. 2006-02 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 183,160 Interest Revenue 1 ,530 Total Proposed Sources 184,690 Uses Debt Service Principal Repayments 82,000 Interest Expense 71 ,070 Subtotal - Debt Service 153,070 Contract Services 2,000 Assessment Administration 18,250 Admin./General Overhead 250 Total Proposed Uses 173,570 Contribution to/(Use of) Fund Balance $ 11,120 Community Facilities District No. 2006-02 2 Fiscal Year 2021/22 ATTA8M N4T 22 Tn 3 City of Rancho Cucamonga t qu < � Community Facilities District No. 2006-02 a) ="� °� g Amador on Route 66 RANCHO = j NO - ■ _ < N n .uuuuuI mom I.1.t.1.1.1.1.1.1.a.I.I.1.+.1.IM 1•1: ■1.LLI.La.aa.l.�.a.u1.1.�1.1�s� \ � f N N ±' ■ - ■ < ` Hillside Rd 1 Wilson Au a✓ , N 0 0 U �.1.; p ; o Banyan St It N O 0 19th 5ts, Base Line Rd � � +-'` Base Line Rd i � i Foothill BI Foothill BI i Arrow Rt i Arrow Rt 8th St:I.I.I.I.I.l.l.' i n •, 'f l.l.�: y bth A to D�-r� �tl� St' !4th St Legend �v �1.1.1.1.1.1.1...l.uui.ua.,■I rra.1.1 NEI�uuut.t� as aap.dca,and gwgra.ak rlanw.n Clydv ')"Leh ny am dvcasr Q Q CFp 2006-02 r�aM or raRna nm» as an�+� a pour a�d lia n atlm. 7 to uz cmbuk sn�,amiac,m+a�«nirdines d arry lri awn C [4 C L 5.1. .—tkd m Tvu h—n. T1 —do not"upon u lrfrs,.�,for-Y rmmn M 0 7 C ■ City Limits Fri- end a ansnil m rvmedmW ynly amr am a1 L*—um Pmd nnen ine C d o Oranrorga mokM am Tnd� Imeman demrns any and al E 19 _ IyU -pnxM .a --An In Irg'6r1 rd IlTV tq de I-FIV--a N L L = 7 a rneieuim6aq an lens far a aartn+ar ou�a.TFe Oty at fand•o C—ry. U qa U N hal n r,s a na a�nz anV eal �aH�al rK m�� ror p1 an W Miles uron,om.acros a inaccuraea to am infmrr"Dmhde MELD fn1 ary sxn« Lrf—ter aal� xbn 1 0. 0 1 RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, PROVIDING FOR THE LEVY OF SPECIAL TAX FOR NORTH ETIWANDA COMMUNITY FACILITIES DISTRICT NO. 2017-01 OF THE CITY OF RANCHO CUCAMONGA FOR FISCAL YEAR 2021122 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as North Etiwanda Community Facilities District No. 2017-01 of the City of Rancho Cucamonga (hereinafter referred to as the "District"); and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to the maintenance of certain improvements by the District, and this legislative body is desirous to establish the specific rate of the special tax to be collected for the fiscal year; and NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of the special tax to be collected for Fiscal Year 2021/22 for the District are hereby determined and established as set forth Annual Status Report to this Resolution, which is attached hereto and incorporated herein by reference. SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized by the Ordinance, and is not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax shall be used, in whole or in part, for the following: A. Payment of costs and expenses of the operation, maintenance, and servicing of authorized services pursuant to the Act; B. Payment of an amount necessary to fund or replenish an operating or capital reserve for the District; and C. Payment of a proportionate share of Administrative Expenses as such term is defined in the Amended Rate and Method. The proceeds of the special tax shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: Special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of Resolution No. 2021-XXX — Page 1 of 2 Page 196 ATTACHMENT 23 any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of special tax and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to the District a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21 st day of July 2021. Resolution No. 2021-XXX — Page 2 of 2 Page 197 ATTACHMENT 23 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2017-01 (NORTH ETIWANDA) ANNUAL STATUS REPORT J U LY 2021 ATTA8MEWF 24 BACKGROUND On May 2, 2018, the City Council approved Resolution No. 18-029, and established Community Facilities District No. 2017-01, (the "District"). On May 2, 2018, the qualified electors of the District, being the owners of the land within the District, voted to approve the levy of a special tax to pay for certain public services and the administering of such District. On May 16, 2018, the City Council adopted Ordinance No. 928 approving the levy of the special tax. The District was authorized to finance the maintenance of public trails and trailhead improvements, landscaped areas, parkways, medians and parks and recreation improvements throughout the District and public right-of-ways, including, but not limited to, street trees, fencing, irrigation systems, sidewalks, drainage systems, signs, monuments, graffiti removal, replacement, repair or rehabilitation of playground equipment, sports fields, parking lots, restrooms, sport field lighting, street lighting and other improvements placed in parks, trails, medians, landscaped areas, or public right- of-ways, furnishing of water, electric current or energy, gas, or other illuminating agent for the operation of any improvement within the District. The maintenance and servicing of streetlights, traffic signals and appurtenant facilities, including but not limited to furnishing of electric current, materials, contracted services, and the necessary maintenance, replacement, and repair required to keep the improvements in operational and satisfactory condition. On, July 1 of each Fiscal Year, commencing on July 1, 2019, the Maximum Annual Special Tax set forth in the table above shall be increased by a minimum of two percent (2%) to a maximum annual increase of six percent (6%), determined on an annual basis as needed to satisfy the Special Tax Requirement. Community Facilities District No. 2017-01 1 Fiscal Year 2021/22 ATTA8MI�a 24 COMMUNITY FACILITIES DISTRICT NO. 2017-01 MAXIMUM SPECIAL TAX Residential Property Percentage Maximum Annual Actual Annual Fiscal Year Rate Special Tax Special Tax 2018/19 0.00% $871.77 $0.00 2019/20 6.00% 924.08 0.00 2020/21 6.00% 979.52 0.00 2021/22 2.00% 999.11 0.00 Undeveloped Property Percentage Maximum Annual Actual Annual Fiscal Year Rate Special Tax Special Tax 2018/19 0.00% $2,117.76 $0.00 2019/20 6.00% 2,244.83 0.00 2020/21 6.00% 2,379.52 20.00 2021/22 2.00% 2,427.11 20.00 COMMUNITY FACILITIES DISTRICT NO. 2017-01 ANNUAL SPECIAL TAX Actual Annual Special Tax Property Land Use Fiscal Year 2021/22 Residential Property $0.00 Per Residential Dwelling Unit Non-Residential Property 0.00 Per Acre Undeveloped Property 20.00 Per Acre Community Facilities District No. 2017-01 2 Fiscal Year 2021/22 ATTA8ffl ft 24 COMMUNITY FACILITIES DISTRICT NO. 2017-01 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 3,020 Total Proposed Sources 3,020 Uses Assessment Administration 1 ,200 Admin./General Overhead 20 Total Proposed Uses 1,220 Contribution to/(Use of) Fund Balance $ 1,800 Community Facilities District No. 2017-01 3 Fiscal Year 2021/22 ATTA8MNR 24 -nn cn. o 3 < City of Rancho Cucamonga Lq a Community Facilities District No. 2017-01 CD -2RANCHO � _ 1- North Etiwanda a,r rr .�.. ■ N y fG — o - N n N j +� ■ cn p Hillside Rd i Wilson Av n' oBanyan 5t N O V 0 17th St S, � x Base Line Rd � ZBaseine Rd Foothill BI t Foothill BI i Arro4v Rt! 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CC 1 fl.5 0 1 � n.aaaa ma,a o_ao airy pcazra ream upon m h f rmanon—1b..Wean RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, PROVIDING FOR THE LEVY OF SPECIAL TAX FOR THE RESORT AT EMPIRE LAKES COMMUNITY FACILITIES DISTRICT NO. 2018-01 OF THE CITY OF RANCHO CUCAMONGA FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga, California, (hereinafter referred to as the "legislative body of the local Agency"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a Community Facilities District, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code for the State of California. This Community Facilities District shall hereinafter be referred to as The Resort at Empire Lakes Community Facilities District No. 2018-01 of the City of Rancho Cucamonga (hereinafter referred to as the "District"); and WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to the maintenance of certain improvements by the City, and this legislative body is desirous to establish the specific rate of the special tax to be collected for the fiscal year; and NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the specific rate and amount of special tax to be collected for Fiscal Year 2021/22 for the District are hereby determined and established as set forth Annual Status Report to this Resolution, which is attached hereto and incorporated herein by reference. SECTION 3: That the rate as set forth above does not exceed the amount as previously authorized by the Ordinance, and is not in excess of that as previously approved by the qualified electors of the District. SECTION 4: That the proceeds of the special tax shall be used, in whole or in part, for the following: A. Payment of costs and expenses of the operation, maintenance, and servicing of authorized services pursuant to the Act; B. Payment of an amount necessary to fund or replenish an operating or capital reserve for the District; and C. Payment of a proportionate share of Administrative Expenses as such term is defined in the Rate and Method. The proceeds of the special tax shall be used as set forth above, and shall not be used for any other purpose. SECTION 5: Special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable Resolution No. 2021-XXX — Page 1 of 2 Page 203 ATTACHMENT 25 administrative costs incurred in collecting any said special tax. SECTION 6: All monies above collected shall be paid into the District funds, including but not limited to, any special tax fund and reserve fund. SECTION 7: The County Auditor is hereby directed to enter in the next county assessment roll on which taxes will become due, opposite each lot or parcel of land effected in a space marked "public improvements, special tax", or by any other suitable designation, the installment of special tax and for the exact rate and amount of said tax, reference is made to the attached Annual Status Report. SECTION 8: The County Auditor shall then, at the close of the tax collection period, promptly render to the District a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. PASSED, APPROVED, AND ADOPTED this 21 sc day of July 2021. Resolution No. 2021-XXX — Page 2 of 2 Page 204 ATTACHMENT 25 CITY OF RANCHO CUCAMONGA MELLO-ROOS COMMUNITY FACILITIES DISTRICT NO. 2018-01 (THE RESORT AT EMPIRE LAKES) ANNUAL STATUS REPORT J U LY 2021 ATTA8M�a 26 BACKGROUND On December 19, 2018, the City Council approved Resolution No. 18-136, and established Community Facilities District No. 2018-01, (the "District"). On December 19, 2018, the qualified electors of the District, being the owners of the land within the District, voted to approve the levy of a special tax to pay for certain public services and the administering of such District. The District was authorized to finance: (a) (i) the maintenance of streets, public trails and trailhead improvements, landscaped areas, parkways, medians, and parks and recreation improvements and public right- of-ways, including, but not limited to, street trees, fencing, irrigation systems, sidewalks, drainage systems, signs, monuments, graffiti removal, replacement, repair or rehabilitation of playground equipment, sports fields, parking lots, restrooms, sport field lighting, street lighting, traffic signals and appurtenant facilities and other improvements placed in parks, trails medians, landscaped areas, or public right-of-ways, furnishing of water, electric current or energy, gas, or other illuminating agent for the operation of any improvement within the City, (ii) the equipping, furnishing and maintenance of public safety improvements; (iii) the furnishing of any service authorized under the Act, as may be amended from time to time, (iv) the furnishing of electric current, materials, contracted services, and the necessary maintenance, replacement, and repair required to keep such improvements in operational and satisfactory condition; and (v) the establishment of a reserve fund for the replacement of any such improvements; and (b) the incidental expenses which will be incurred, including but not limited to: (i) all costs associated with the formation of the District, the determination of the amount of and collection of special taxes, the payment of special taxes, and costs otherwise incurred in order to carry out the authorized purposes of the District, and (ii) any other expenses incidental to the provision of the Services. On July 1 of each Fiscal Year, commencing on July 1, 2020, the dollar amount per EBU for Developed Property and the dollar amount per acre of Undeveloped Property shall be increased by a minimum of two percent (2%) to a maximum of six percent (6%), determined on an annual basis as needed to satisfy the Special Tax Requirement. Community Facilities District No. 2018-01 1 Fiscal Year 2021/22 ATTAfta 26 COMMUNITY FACILITIES DISTRICT NO. 2018-01 MAXIMUM SPECIAL TAX Residential Propery Maximum Annual Actual Annual Fiscal Year Percentage Rate Special Tax Special Tax 2019/20 0.00% $318.84 $0.00 2020/21 6.00% $337.97 $337.97 2021/22 6.00% $358.25 $358.25 Undeveloped Propery Maximum Annual Actual Annual Fiscal Year Percentage Rate Special Tax Special Tax 2019/20 0.00% $5,234.20 $0.00 2020/21 6.00% $5,548.25 $2,074.50 2021/22 6.00% $5,881.15 $1,858.29 COMMUNITY FACILITIES DISTRICT NO. 2018-01 ANNUAL SPECIAL TAX Actual Annual Special Tax Property Land Use Fiscal Year 2021/22 Developed Property $358.25 Per EBU ,Undeveloped Property $1,858.29 Per Acre LAND-USE EQUIVALENT TO EBUS Property Land Use Equivalent Benefit Unit Assigment Residential Property 1 EBU Per Residential Dwelling Unit Non-Residential Property 2 EBUs Per Parcel Less than 1 Acre Non-Residential Property 2 EBUs Per Acre or portion of thereof More than 1 Acre The EBU assigment of each Assessor's Parcel of Mixed Use Property is equal the total of(i)the Assigned Special Tax that would be Applicable to Mixed Use Property Such Assessor's Parcel if it was classified only as Residential Property and (ii)the Assigned Special Tax that would be applicable to such Assessor's Parcel if it was classified as Non- Residential Property. Community Facilities District No. 2018-01 2 Fiscal Year 2021/22 ATTA8MNR 26 COMMUNITY FACILITIES DISTRICT NO. 2018-01 PROPOSED SOURCES AND USES OF FUNDS Fiscal Year 2021/22 Budget Sources Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 216,730 Interest Revenue 910 Transfers In 97,050 Total Proposed Sources 314,690 Uses Operation & Maintenance 10,000 Contract Services 18,390 Utilities 6,000 Assessment Administration 1,960 Transfer to Special Districts for Services and Facilites 83,310 Capital Reserves 97,050 Total Proposed Uses 216,710 Contribution to/(Use of) Fund Balance $ 97,980 COMMUNITY FACILITIES DISTRICT NO. 2018-01 RESERVED FUNDS Operating Capital Total Reserve Reserve Reserve Estimated Reserve Fund Balance,June 30, 2021 $8 $75,510 $75,518 Contribution to/(Use of) Reserve- Fiscal Year 2021/22 20 97,960 97,980 Estimated Reserve Fund Balance,June 30, 2022 $28 $173,470 $173,498 Community Facilities District No. 2018-01 3 Fiscal Year 2021/22 ATTA2 MI?'N f 26 -nn cn. o 3 > City of Rancho Cucamonga Community Facilities District No. 2018-01 m .� RANCHO _ The Resort at Empire Lakes CIUUAC*4r.A MIMS ffl ra o - N 0 rNv (D cn i p Hillside Rd 1 Wilson Av n' i o Banyan St N 4 O �i I O 19th St IN � 3 Base Line Rd � + Base Line Rdl i i i G Foothill BI Foothill BI Arrow Rt! _ i Arrow Rt i Sth Stiur-uuINIIE1 i y �� f"O 6th S i to U9 Legend 4th Stir.. ..r.�.�.r.�.r.r.l..ar.�.�.,.�.�.� �.�.......�.I�4th St The nqa,dam,are¢oymphk re«n,rwn C]rian ')a�uar hr one[fmuE CFD 2018-01 Ora wary d raRb amm« as aae rwm a puuc��a�d rr«warn. y 7 7 7 7 neory oe rsanv�nma«,�� npws nwawa enmean orpaam a a a Q a City Limits am+acy, a m tre mnaar,�qusm, m�pklb�«mrdines d (o LZ uarerd m you�L tr,•�srnae na�W upon rce lriQ,r.v,mr am rms<., !fa � en 9] d] 4J � ����� ram) are s e.a-bzf n rdmerclenm+may arty nne n� �ntonrmnQ,u* d ha,en 9 ❑ 7 SC 'y The Cq d Radio 4ranarga eo¢dlr arE aMlw,rt Unaaaon aemrns any arcl all E (Q aepaenaMxlmc and,.asab� laa�ao-y. Iln,nm m.,ma Impltsl = t d nxeniiambdty oaf fE for The O a�anaa� , "'Pt or ,zaae�ar O (U a eer apmiva = ry U IlBS «�Za iryyc_ e � a LU or � a=u� aa e r m m 1 0.5 0 1 RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, DETERMINING THE COST OF SERVICE TO BE FINANCED BY BENEFIT ASSESSMENTS TO BE LEVIED IN DRAINAGE AREA NO. 91-2 FOR FISCAL YEAR 2021/22 AND DETERMINING AND IMPOSING SUCH BENEFIT ASSESSMENTS WHEREAS, the City Council of the City of Rancho Cucamonga, California, previously undertook proceedings to authorize the levy and imposition of benefit assessments to pay for the annual drainage maintenance, including the removal of sediment and debris from the Day Canyon Channel improvements and basin, pursuant to the terms and provisions of the "Benefit Assessment Act of 1982", being Chapter 6.4, Division 2, Title 5 of the Government Code of the State of California (commencing with Section 54703), said area of benefit being known and designated as Drainage Area No. 91-2 (the "Drainage Area"); and WHEREAS, at this time there has been presented to this City Council an annual Supplemental Report (the "Supplemental Report") to the Final Engineer's Report for the Drainage Area setting forth a description of the proposed service, cost estimate and assessment schedule for Fiscal Year 2021/22; and WHEREAS, at this time this City Council desires to determine the cost of providing authorized services to be financed by the levy of a benefit assessment for Fiscal Year 2021/22 and to determine and impose such benefit assessment. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA HEREBY RESOLVES: SECTION 1: That the above recitals are all true and correct. SECTION 2: That the Supplemental Report is hereby approved and ordered to be kept on file in the Office of the City Clerk as a permanent record and to remain open for public inspection. Said Supplemental Report generally consists of the following: A. A description of the service proposed to be financed through revenue derived through the levy and collection of the benefit assessment; B. A description of each lot or parcel of property proposed to be subject to the benefit assessment; and C. The amount of the proposed assessment for each parcel. SECTION 3: That the rate and method of apportionment of the benefit assessment as set forth in the Final Engineer's Report is hereby adopted and has been utilized as the rate and method of apportionment of the benefit assessment to be levied in Fiscal Year 2021/22. SECTION 4: That this City Council hereby determines and orders that the benefit assessments described in the Supplemental Report within the Drainage Area are hereby confirmed and levied for Fiscal Year 2021/22. SECTION 5: That the above confirmed and levied benefit assessment for Fiscal Year 2021/22 shall be collected at the same time and in the same manner as general County property taxes are collected and all laws providing for the collection and enforcement of such County taxes shall be applicable to the collection and enforcement of these benefit assessments. Resolution No. 2021-XXX— Page 1 of 2 Page 210 ATTACHMENT 27 PASSED, APPROVED, AND ADOPTED this 21St day of July 2021 Resolution No. 2021-XXX— Page 2 of 2 Page 211 ATTACHMENT 27 ANNUAL SUPPLEMENT TO THE FINAL ENGINEER'S REPORT DRAINAGE AREA NO. 91-2 CITY OF RANCHO CUCAMONGA CITY COUNCIL L. Dennis Michael, Mayor Lynne B. Kennedy, Mayor Pro Tern 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. Oatman, Finance Director J U LY 2021 ATTAEM&T 28 ANNUAL SUPPLEMENT TO FINAL ENGINEER'S REPORT DRAINAGE AREA NO. 91-2 CITY OF RANCHO CUCAMONGA TABLE OF CONTENTS Engineer's Report Exhibit A - Description of Service Exhibit B - Cost Estimate Exhibit C - Assessment Schedule Map Benefit Assessment District No. 91-2 21 1 Fiscal Year 2021/22 ATTA6M1 a 28 AGENCY: CITY OF RANCHO CUCAMONGA PROJECT: DRAINAGE AREA NO. 91-2 TO: CITY COUNCIL CITY OF RANCHO CUCAMONGA STATE OF CALIFORNIA ANNUAL SUPPLEMENT TO FINAL ENGINEER'S REPORT PURSUANT TO BENEFIT ASSESSMENT ACT OF 1982 This Annual Supplement to the Final Engineer's Report (the "Annual Supplement") for City of Rancho Cucamonga Drainage Area No. 91-2 is hereby submitted consisting of the following documents, pursuant to the provisions of the Benefit Assessment Act of 1982, being Chapter 6.4, Division 2, Title 5 of the Government Code of the State of California, commencing with Section 54703. This Annual Supplement is applicable for the ensuing 12-month period, being the fiscal year commencing July 1, 2021 to June 30, 2022. 1. DESCRIPTION OF SERVICE (Exhibit "A"): A description of the service proposed to be financed through revenue derived from the levy and collection of the annual benefit assessment. 2. COST ESTIMATE (Exhibit "B"): A listing of all costs and expenses for the next fiscal year, including incidental expenses. 3. BENEFIT ASSESSMENT SCHEDULE (Exhibit "C"): The annual assessment schedule, setting forth the following: A. Annual Benefit Assessment: The amount of the proposed benefit assessment for each parcel. B. Description of Parcel: A description of each lot or parcel of property proposed to be subject to the benefit assessment, said parcel being described by the County Assessor's parcel number. No benefit assessments shall be imposed or levied upon land owned by a Federal or State governmental agency and/or any other local agency. Any utility property and Benefit Assessment District No. 91-2 21 2 Fiscal Year 2021/22 ATTA6MA28 right-of-way shall be subject to assessment only to the extent that it is specifically benefited from the proposed services. Reference is made to the Final Engineer's Report as incorporated in Resolution No. 91-331 for a description of the boundaries of the Drainage Area and each parcel therein and for the method of spreading the benefit assessment. Executed this 21 st day of July 2021, at Rancho Cucamonga, California. DIRECTOR OF ENGINEERING SERVICES/CITY ENGINEER CITY OF RANCHO CUCAMONGA STATE OF CALIFORNIA P4 474" di i 1V By: Final approval, confirmation and levy of the annual benefit assessment and all matters in the Annual Supplement were made on the 21s' day of July 2021 , by adoption of Resolution No. 2021-XXX by the City Council. CITY CLERK CITY OF RANCHO CUCAMONGA STATE OF CALIFORNIA A copy of said Assessment Roll and Annual Supplement was filed in the Office of the City Engineer and the City Clerk on the 21st day of July 2021. CITY CLERK CITY OF RANCHO CUCAMONGA STATE OF CALIFORNIA DIRECTOR OF ENGINEERING SERVICES/CITY ENGINEER ft RM c;w,4 CITY OF RANCHO CUCAMONGA ' i STATE OF CALIFORNIA Benefit Assessment District No. 91-2 21 3 Fiscal Year 2021/22 ATTA6M&F 28 EXHIBIT A DESCRIPTION OF SERVICE The properties within Drainage Area No. 91-2 ("Drainage Area") are located within the boundaries of the Day Canyon Drainage Basin area. Protection of the properties within the Drainage Area from overland flows requires the construction of a 27+ acre-foot desilting basin and a 1,460+ linear foot concrete drainage channel. The channel improvements will intercept the overland flows prior to reaching the properties and carry the storm water runoff, sediment, trash, organic material and related debris to a desilting basin. Each year the sediment, trash, organic material and other related debris that accumulates in the desilting basin and channel must be removed and transported to an approved spoils site. The services proposed to be financed from the revenue derived from the levy and collections of the annual benefit assessment are as follows: A. Monthly on-site inspections of the desilting basin and channel. B. Bi-monthly weed abatement program for the desilting basin and channel. C. Removal of accumulated sediment, trash, organic material and other related debris from the desilting basin and channel to an approved spoils site. This service is expected to be provided annually. During times of excessive rainfall, this service may be required more frequently. Benefit Assessment District No. 91-2 2 4 Fiscal Year 2021/22 ATTA6M 28 EXHIBIT B COST ESTIMATE FISCAL YEAR 2021/22 A. Cost of Annual Maintenance Regular Salaries $14,450 Fringe Benefits 7,230 Subtotal 21,680 B. Incidental Expenses City Administration 1,900 Administration/General Overhead 2,590 Subtotal 4,490 C. Total Annual Costs 26,170 D. Contribution to/(Use of) Fund Balance 1,180 E. Balance to Assessment Property Taxes, net of estimated delinquencies 26,200 Interest Earnings 710 Delinquencies 440 $27,350 Benefit Assessment District No. 91-2 21 5 Fiscal Year 2021/22 ATTA6M16T 28 EXHIBIT C ASSESSMENT SCHEDULE WHEREAS, this City Council has previously, pursuant to the terms and provisions of the "Benefit Assessment Act of 1982", being Chapter 6.4, Division 2, Title 5 of the Government Code of the State of California, commencing with Section 54703, formed Drainage Area No. 91-2 all in accordance with the provisions of said Act; and, WHEREAS, the Annual Supplement for Fiscal Year 2021/22 consisting of certain documentation (including the amount of the proposed assessment for each parcel, a description of the parcel and a description of the service proposed to be provided) has now been prepared. NOW, THEREFORE, the Director of Engineering Services/City Engineer by virtue of the power vested pursuant to said Act and by order of the legislative body, hereby makes and recommends the following benefit assessment to cover the costs and expenses of the service proposed to be financed through the levy of assessments and revenue derived for the Fiscal Year 2021/22. Said costs and expenses are generally as follows: Personnel Salaries $21,680 Incidental Expenses 4,490 Total Costs 26,170 Contribution to/(Use of) Fund Balance 1,180 Balance to Assesment $27,350 1 do hereby assess and apportion the total amount of the costs and expenses upon the several parcels of land within the area of benefit in proportion to the estimated benefits received and hereby further state as follows: A. The amount of benefit assessment imposed is specifically related to the benefit of the parcel, which will be derived from the provision of the service to be provided. B. The annual aggregate amount of the total benefit assessment does not exceed the estimated annual cost of providing the service. C. The revenue derived from the benefit assessment shall not be used to pay for the cost of any service other than the service for which the benefit assessment was levied. Benefit Assessment District No. 91-2 21 6 Fiscal Year 2021/22 ATTA6M6ft 28 The assessment parcels herein refer to the County Assessment Roll for a description of the lots or parcels and said assessment roll shall govern for all details concerning the description of the lots or parcels. The net amount to be assessed upon the lands has been spread and apportioned by formula as set forth in the Final Engineer's Report in accordance with the benefits received from each parcel and in my opinion, said costs and expenses have been apportioned in direct relationship to the benefits received from the maintenance works of improvement. In the opinion of the undersigned, the benefit assessments have been spread and apportioned in accordance with the benefits to be received from the proposed work and services. Dated: July 21, 2021 DIRECTOR OF ENGINEERING SERVICES/CITY ENGINEER CITY OF RANCHO CUCAMONGA STATE OF CALIFORNIA ASSESSMENT PARCEL PROPERTY AMOUNT OF NUMBER DESCRIPTION ASSESSMENT 1087-261-01 to 11 363 Residential Parcels $26,198 1087-271-01 to 42 1087-281-01 to 58 1087-291-01 to 20 1087-301-01 to 35 1087-311-01 to 38 1087-321-01 to 34 1087-331-01 to 61 1087-341-01 to 58 Total $26,198 Benefit Assessment District No. 91-2 21 7 Fiscal Year 2021/22 ATTA6M&F 28 -nW Fn' m MCD, CC 4 City of Rancho Cucamonga CD > ,. _ _ Benefit Assessment District Ne, 9 1-2 RANCHO N t_���,�..t F.� _ Drainage Area EMIMMIMIMMIa.I.c.I.r.•YIY NCD rQ } •� Z �YI 6anyan St N # r•rs - - t9Ch St 75 Rise Lire Rd } � Bz.rEe- Lire Rd r Aritiw RR+ AI i(ivy Q µ i $th $M1■M+If dMIMIC ■ } rF.i+Fi D n6th µ Cyr Legend D LII k}l*Wl4bl■•.i.,.�+i.i-...l...w..i.a.F.I+� I'.aI.�i I.ra,�4h iL BAD Fr{4M =R r7�y r•.Ih�rM rIR�Mr ft-ft mar ram.a.r.�.�,.r,��a '.w1.iF I..L ��M.�a VTR.�l�R!• FK) �M +,� ■ y.�Fti�r rr r1 F+r�F�■ter ti� ..—i ra - �+ f rtFa`.F■r u.r� a r.Pr = z F4 Fri�ws ��•,iik�w,k w.f M L+F.r ` la N wia aFF��a�o a�w��wn A�w4}h 00 00 w mwk�. ^.wo f a i�:wa CITY OF RANCHO CUCAMONGA $l DATE: July 21, 2021 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Jennifer Nakamura, Management Analyst II SUBJECT: Consideration of Second Reading and Adoption of Ordinance No. 982, to be Read by Title Only and Waive Further Reading, Amending Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to Modify Administrative Procedures within the Development Code and Establish New Zoning Districts, Amend Land Uses and Definitions and Create New Development Standards for Industrial Development within the City. This Item is Exempt from the Requirements of the California Environmental Quality Act(CEQA)and the City's CEQA Guidelines under CEQA Guidelines Section 15061(b)(3) (DRC2021-00170). (ORDINANCE NO. 982) (CITY) RECOMMENDATION: Staff recommends that the City Council conduct second reading and adopt, by title only Ordinance No. 982, Amending Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to Modify Administrative Procedures within the Development Code and Establish New Zoning Districts, Amend Land Uses and Definitions and Create New Development Standards for Industrial Development within the City. BACKGROUND: The introduction and first reading of the above-entitled Ordinance was conducted at the Regular City Council Meeting of July 7, 2021. Votes at first reading: AYES: Kennedy, Hutchison, Scott, Spagnolo, Michael. ANALYSIS: Please refer to the June 16 and July 7, 2021 City Council Staff Reports. FISCAL IMPACT: Please refer to the June 16 and July 7, 2021 City Council Staff Reports. COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: Please refer to the June 16 and July 7, 2021 City Council Staff Reports. ATTACHMENTS: Attachment 1 — Ordinance No. 982 Page 221 ORDINANCE 982 AN ORDINANCE OF THE CITY OF RANCHO CUCAMONGA, AMENDING TITLE 17 OF THE RANCHO CUCAMONGA MUNICIPAL CODE TO MODIFY ADMINISTRATIVE PROCEDURES WITHIN THE DEVELOPMENT CODE AND ESTABLISH NEW ZONING DISTRICTS, AMEND LAND USES AND DEFINITIONS AND CREATE NEW DEVELOPMENT STANDARDS FOR INDUSTRIAL DEVELOPMENT WITHIN THE CITY, MAKING FINDINGS IN SUPPORT THEREOF, AND MAKING A DETERMINATION THAT THE ORDINANCE IS EXEMPT FROM THE CALIFORNIA ENVIRONMENTAL QUALITY ACT The City Council of the City of Rancho Cucamonga does ordain as follows: SECTION 1. Recitals. A. The City of Rancho Cucamonga (the "City"), has prepared Municipal Code Amendment DRC2021-00170, as described in the title of this Ordinance. Hereinafter in this Ordinance, the subject Municipal Code Amendment is referred to as "the amendment". B. The City is a municipal corporation, duly organized under the constitution and laws of the State of California. C. The City has prepared the amendment related to industrial development and for other purposes described in the staff report in support of this Ordinance, which amendment is identified in Exhibits A through O of this Ordinance. D. On the 26th day of May, 2021, the Planning Commission of the City of Rancho Cucamonga conducted a noticed public hearing with respect to the amendment and, following the conclusion thereof, issued Resolution No. 21-37 recommending that the City Council of the City of Rancho Cucamonga adopt said amendment upon further consideration given to truck queuing, rooftop solar coverage, and permitted uses within industrial zones. E. On the 16th day of June 2021, the City Council of the City of Rancho Cucamonga conducted a noticed public hearing on the amendment and concluded said hearing on that date. F. All legal prerequisites to the adoption of this Ordinance have occurred. SECTION 2. Findings. Based upon the substantial evidence presented to this Council during the above-referenced public hearing, this Council hereby finds and concludes that the changes proposed to Title 17 (Development Code) in the amendment are consistent with the General Plan's goals, policies and implementation programs. General Plan Policy LU-3.3 recognizes the need for regional serving land uses, like industrial uses, and that these uses need immediate access to the regional transportation network that is designed to provide maximum access capabilities and permit maximum dispersal of traffic. General Plan Land Use Goal CM-5 and Policy CM-5.2 require new developments to evaluate and when needed provide necessary transportation infrastructure to mitigate for transportation impacts. General Plan Land Use Goal CM-7 supports the maintenance of an efficient and safe network of good and freight movement that supports the needs of the business community. The block networks standards proposed Ordinance — Page 1 of 99 Attachment 1 Page 222 provide guidance to new development with some flexibility with the master plan process to develop a transportation network that will not only support individual development, but provide efficient, safe transportation infrastructure for a variety of industrial uses. Finally, General Plan Land Use Policy LU-3.4 promotes development that is sustainable in its use of land and limits impacts to natural resources, energy, and air and water quality. Solar power generation standards and EV charging stations and infrastructure help encourage clean energy use and help reduce environmental impacts related to industrial development. SECTION 3. CEQA. Planning Department Staff has determined that the project is exempt from the requirements of the California Environmental Quality Act (CEQA) and the City's CEQA Guidelines. The project qualifies under the general rule that CEQA applies only to projects, which have the potential for causing significant effect on the environment. Pursuant to State CEQA Guidelines Section 15061(B)(3), where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. The consolidation of zoning districts, changes to the entitlement process and the elimination of higher impact industrial uses from the land use table will impose greater limitations on industrial development than exist today and will thereby serve to eliminate potentially significant adverse environmental impacts. The implementation of requirements for solar collector systems for new industrial development will provide a renewable electric resource for the development and reduce dependence on non-renewable electric resources. The new standards relating to parking, access, and street circulation avoid impacts relating to queuing and ensure that vehicles can reach arterial streets and freeways in as few miles as possible. Requiring new development to install electric vehicle charging infrastructure will encourage use of electric vehicles for industrial uses, reducing GHG emissions in future developments. These requirements impose greater limitations on industrial development than exist today and will thereby serve to eliminate potentially significant adverse environmental impacts. Each of these components, individually and cumulatively, does not result in the possibility of creating significant to cumulative effects on the environment. Future development subject to these provisions will be reviewed for CEQA compliance under separate entitlements or actions as proposed by these code updates. During the entitlement process, the applicant will be required to comply with CEQA. In reviewing each project for compliance with CEQA, an applicant may be required to submit environmental studies that analyze potential impacts such as air quality, biological resources, cultural resources, noise levels, and transportation/traffic caused by the site-specific project. On a case-by-case review of each project, the appropriate environmental document will be prepared to address project-specific impacts. Based on this evidence and all the evidence in the record the City Council hereby concurs with Planning staff's determination that that the Amendment will not have a significant effect on the environment and is therefore exempt from further environmental review under CEQA. SECTION 4. The City Council hereby amends and restates in their entirety Sections 17.14.050(Public Hearing and Public Notice), 17.14.060 (Approving Authority), 17.14.090 (Permit Time Limits, Extensions, and Expiration), and 17.14.100 (Modification) of Chapter 17.14 (General Application Processing Procedures) of Article II (Land Use and Development Procedures) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit A of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 5. The City Council hereby amends and restates in their entirety Sections 17.16.025 (Director Determination Process (with Notice)) and 17.16.110 (Minor Exceptions), and amends, restates, and retitles Section 17.16.120 (Minor Use Permit) of Chapter 17.16 (Planning Director Decisions)of Article II (Land Use and Development Procedures)of Title 17(Development Ordinance— Page 2 of 99 Page 223 Code)of the Rancho Cucamonga Municipal Code to read as shown in Exhibit B of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 6. The City Council hereby adds a new Section 17.20.060 entitled "Conditional Use Permit" to, and amends and restates in its entirety Section 17.20.040 (Design Review") of, Chapter 17.20 (Planning Commission Decisions) of Article II (Land Use and Development Procedures) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit C of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 7. The City Council hereby amends and restates in its entirety Section 17.22.040 (Master Plan) of Chapter 17.22 (City Council Decisions) of Article II (Land Use and Development Procedures) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit D of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 8. The City Council hereby amends and restates in its entirety Section 17.26.020 (Zoning Districts Established) of Chapter 17.26 (Establishment of Zoning Districts) of Article III (Zoning Districts, Allowed Uses, and Development Standards) of Title 17 (Development Code)of the Rancho Cucamonga Municipal Code to read as shown in Exhibit E of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 9. The City Council hereby amends and restates in its entirety Section 17.30.030(Allowed Land Uses and Permit Requirements)of Chapter 17.30(Allowed Use by Base Zoning District) of Article III (Zoning Districts, Allowed Uses, and Development Standards)of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit F of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 10. The City Council hereby amends and restates in its entirety Section 17.32.020 (Allowed Use Descriptions) of Chapter 17.32 (Allowed Use Descriptions) of Article III (Zoning Districts, Allowed Uses, and Development Standards) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit G of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 11. The City Council hereby amends and restates in its entirety Section 17.36.040 (Development Standards for Industrial Districts) of Chapter 17.36 (Development Standards by Base Zoning District)of Article I II (Zoning Districts, Allowed Uses, and Development Standards) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit H of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 12. The City Council hereby adds a new Section 17.38.080 entitled "Large Warehouse Overlay Zoning District"to Chapter 17.38 (Overlay Zoning Districts and Other Special Planning Areas) of Article III (Zoning Districts, Allowed Uses, and Development Standards) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit I of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 13. The City Council hereby amends and restates in its entirety Sections 17.48.040 (Materials and Maintenance) and 17.48.050 (Requirements by Land Use Type) of Chapter 17.48 (Fences, Walls, and Screening) of Article IV(Site Development Provisions) of Title Ordinance— Page 3 of 99 Page 224 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit J of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 14. The City Council hereby amends and restates in its entirety Sections 17.56.050 (General Landscape Development Standards) and 17.56.060 (Special Landscape Requirements) of Chapter 17.56 (Landscaping Standards) of Article IV (Site Development Provisions) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit K of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 15. The City Council hereby adds a new Section 17.64.130 entitled "Maintenance"to, and amends, retitles, and restates in their entirety Sections 17.64.050 (Number of Parking Spaces Required), 17.64.060 (Reductions in Parking Requirements), 17.64.070 (Parking Management Plan), 17.64.080 (Parking Requirements for the Disabled), 17.64.090 (Parking and Driveway Design and Development), 17.64.100 (Loading Area Requirements), 17.64.110 (Bicycle Parking Requirements), 17.64.120 (Electric Vehicle Parking Requirements) of Chapter 17.64 (Parking and Loading Standards) of Article IV (Site Development Provisions) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit L of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 16. The City Council hereby amends and restates in its entirety Section 17.66.110 (Special Industrial Performance Standards)of Chapter 17.66 (Performance Standards) of Article IV (Site Development Provisions) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit M of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 17. The City Council hereby amends and restates in its entirety Chapter 17.76 (Alternative Energy Systems and Facilities) of Article IV (Site Development Provisions) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit N of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 18. The City Council hereby adds a new definition entitled "Parking Study" to be inserted into the appropriate place in Section 17.126.020 (Universal Definitions) of Chapter 17.126 (Universal Definitions) of Article VIII (Glossary) of Title 17 (Development Code) of the Rancho Cucamonga Municipal Code to read as shown in Exhibit O of this Ordinance, attached hereto and incorporated herein by this reference. SECTION 19. The official Zoning Map of the City of Rancho Cucamonga is hereby amended to rename the"General Industrial (GI)"zoning district as the"Neo-Industrial (NI)"zoning district and to combine and rename the "Minimum Impact Heavy Industrial (MI/HI)" and "Heavy Industrial (HI)" zoning districts as the "Industrial Employment (IE)" zoning district. SECTION 20. Severability. The City Council declares that, should any section, subsection, subdivision, sentence, clause, phrase, or portion of this Ordinance for any reason is held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have adopted this Ordinance, and each section, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more sections, subsections, subdivisions, sentences, clauses, phrases, or portions thereof be declared invalid or unconstitutional. Ordinance— Page 4 of 99 Page 225 SECTION 21. Enforcement. Neither the adoption of this Ordinance nor the repeal of any other Ordinance of this City shall in any manner affect the prosecution for violations of ordinances, which violations were committed prior to the effective date hereof, nor be construed as a waiver of any penalty or the penal provisions applicable to any violation thereof. SECTION 22. Publication. The City Clerk shall certify to the adoption of this Ordinance and shall cause it to be published in the manner required by law. PASSED, APPROVED, AND ADOPTED this day of , 2021. Dennis Michael Mayor I, JANICE REYNOLDS, City Clerk of the City of Rancho Cucamonga, do hereby certify that the foregoing Ordinance was introduced at a regular meeting of the City Council of the City of Rancho Cucamonga held on the day of , 2021, and was finally passed at a regular meeting of the City Council of the City of Rancho Cucamonga held on the day of , 2021, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: ABSTAINED: COUNCILMEMBERS: ATTEST: City Clerk Ordinance — Page 5 of 99 Page 226 EXHIBIT A Amendments to Chapter 17.14 (General Application Processing Procedures) Amended Sections: 17.14.050 Public hearing and public notice. 17.14.060 Approving authority. 17.14.090 Permit time limits, extensions, and expiration. 17.14.100 Modification. 17.14.050 Public hearing and public notice. A. Public hearing required. The following procedures shall govern the notice and public hearing, where required pursuant to this title. The designated approving authority shall hold a public hearing to consider all applications for conditional use permits, variances, major design review, tentative subdivision maps, planned communities, master plans, specific plans, zoning code/map amendments, prezoning, development agreements, and general plan amendments considered by the planning commission or city council. B. Notice of hearing. Pursuant to Government Code §§ 65090 to 65094, not less than ten days before the scheduled date of a hearing, public notice shall be given of such hearing in the manner listed below. The notice shall state the date, time, and place of hearing, identify the hearing body, and provide a general description of the matter to be considered and the real property which is the subject of the hearing. 1. Notice of public hearing shall be published in at least one newspaper of general circulation in the city. 2. Except as otherwise provided herein, notice of the public hearing shall be mailed, postage prepaid, to the owners of property within a radius of 660 feet of the exterior boundaries of the property involved in the application, using for this purpose the last known name and address of such owners as shown upon the current tax assessor's records. The radius may be increased as determined to be necessary and desirable by the planning director based on the nature of the proposed project. If the number of owners exceeds 1,000, the city may, in lieu of mailed notice, provide notice by placing notice of at least one-eighth page in one newspaper of general circulation within the city. Notice of public hearing to authorize uses and activities in the Neo-Industrial (NI) and Industrial Employment (IE) industrial zones shall be mailed to persons owning property within 1,500 feet of the property lines of the project site. 3. Notice of the public hearing shall be mailed, postage prepaid, to the owner of the subject real property or the owner's authorized agent and to each local agency expected to provide water, sewerage, streets, roads, schools, or other essential facilities or services to the proposed project. 4. Notice of the public hearing shall be posted on the project site not more than 300 feet apart along the project perimeter fronting on improved public streets. 5. Notice of the public hearing shall be posted at city hall. 6. Notice of the public hearing shall be mailed to any person who has filed a written request for notice. 6 Page 227 7. In addition to the notice required by this section, the city may give notice of the hearing in any other manner it deems necessary or desirable. 17.14.060 Approving authority. A. Designated approving authority. The approving authority as designated in Table 17.14.060-1 (Approving Authority for Land Use Entitlements) shall approve, conditionally approve, or deny the proposed land use, development permit or entitlement in accordance with the requirements of this title. Table 17.14.060-1 (Approving Authority for Land Use Entitlements) identifies recommending (R) and final (F) authorities for each permit or entitlement. In acting on a permit, the approving authority shall make all required findings. An action of the approving authority may be appealed pursuant to procedures set forth in section 17.14.070 (Appeals). B. Multiple entitlements. When a proposed project requires more than one permit with more than one approving authority, all project permits shall be processed concurrently and final action shall be taken by the highest-level designated approving authority for all such requested permits. Projects that require legislative approvals (e.g., zoning code/map amendment, general plan Amendment) may go to the city council as stand-alone items with the associated quasi-judicial approvals stopping at planning commission. C. Referral to the planning commission. At any point in the application review process, the planning director may transfer decision making authority to the planning commission at his/her discretion because of policy implications, unique or unusual circumstances, or the magnitude of the project. Decisions referred to the planning commission shall be considered at a noticed public hearing. A referral to another decision-maker is not an appeal and requires no appeal application or fee. 7 Page 228 TABLE 17.14.060-1 APPROVING AUTHORITY FOR LAND USE ENTITLEMENTS Designated Approving Authority "R"_ Type of Permit or Decision "Recommending Body""F"_ "Final Decision-Making Bod " Planning Historic Planning City Director Preservation Commission Commission Council Official code interpretation F Plan check/zoning clearance F Home occupation permit F Sin permit F Temporary use permit F Tree removal permit F Uniform sin program F Similar use determination F Reasonable accommodation F Site development review F Minor exception F Minor use permit F Conditional use permit R F' F' Minor design review F Hillside development review F Large family day care permit F Mills Act R R F Landmark designation R R F Certificate of appropriateness R F Certificate of economic hardship R F Entertainment permit F Design review R F Variance R F2 F2 Adult entertainment permit R F Tentative subdivision ma see title 16 R F Planned community R R F Specific plan R R F Prezoning R R F Development Code/zoning map R R F amendment Development agreement R R F General plan amendment R R F Master plan R I R F Conditional use permit approval by the city council is required for all industrial buildings larger than 75,000 square feet in gross floor area, in which case,the planning commission shall be the recommending body. 2 A variance from a development standard in the industrial zoning districts requires approval by the city council, in which case the planning commission shall be the recommending body. 8 Page 229 17.14.090 Permit time limits, extensions and expiration. A. Time limits. Unless a condition of approval or other provision of this title establishes a different time limit, any permit not exercised within two years of approval shall expire and become void, except where an extension of time is approved pursuant to this section. B. Exercising permits. The exercise of a permit occurs when the property owner has performed substantial work as determined by the planning director and the building official and incurred substantial liabilities in good faith reliance upon such permit(s). A permit may be otherwise exercised pursuant to a condition of the permit or corresponding legal agreement that specifies that other substantial efforts or expenditures constitutes exercise of the permit. Unless otherwise provided, permits that have not been exercised prior to a zoning amendment, which would make the permitted use or structure nonconforming, shall automatically be deemed invalid on the effective date of the zoning amendment. C. Permit extensions. The approval of an extension extends the expiration date for two years from the original permit date. After this initial permit extension, a final one-year extension of time may be granted pursuant to the same process as set forth in this section. 1. Process. The same approving authority that granted the original permit may extend the period within which the exercise of a permit must occur. Notice and/or public hearing shall be provided in the same manner as for the original permit. An application for extension shall be filed not less than 30 days prior to the expiration date of the permit, along with appropriate fees and application submittal materials. 2. Conditions. The permit, as extended, may be conditioned to comply with any development standards that may have been enacted since the permit was initially approved. 3. Permit extension findings. The extension may be granted only when the designated approving authority finds that the original permit findings can still be made and there are no changed circumstances or there has been diligent pursuit to exercise the permit that warrants such extension. 4. Expiration. If the time limits are reached with no extension requested, or a requested extension is denied or expires, the permit expires. D. Permit expiration for a closed business. All permits and entitlements shall expire when a business is closed for more than one calendar year. Approval of new permits and entitlements based on current requirements shall be required prior to any business activity on the site. 17.14.100 Modification. A. Any person holding a permit granted under this title may request a modification to that permit. For the purpose of this section, the modification of a permit may include modification of the terms of the permit itself, project or site design, or the waiver or alteration of conditions imposed in the granting of the permit. B. If the planning director determines that a proposed project action is not in substantial conformance with the original approval, the planning director shall notify the property owner of the requirement to submit a permit modification application to the Planning Department. C. The planning director may review and approve the permit modification application provided the proposed modifications will not cause any of the following to occur: 9 Page 230 1. A change in the character, scope, size, and/or intensity of the development and/or use; 2. A significant increase in impacts on infrastructure or traffic on roadways adjacent to or external to the proposed development and/or use; 3. A change in the external impacts on adjacent property; and 4. A reduction in the originally approved setbacks from property lines or increase in building or structure height. D. If the planning director determines that the proposed permit modification does not comply with the provisions of subsection C above, the same approving authority as the original permit shall review the permit modification application. E. A permit modification may be granted only when the approving authority makes all findings required for the original approval. 10 Page 231 EXHIBIT B Amendments to Chapter 17.16 (Planning Director Decisions) Amended Sections: 17.16.025 Director determination process (with notice). 17.16.110 Minor exceptions. 17.16.120 Minor use permit. 17.16.025 Director determination process (with notice). A. Purpose. Certain administrative permits and entitlements decided by the planning director require a notice to neighboring property owners. B. Applicability. Notice for director determination shall be provided for the following applications: 1. Tree removal permit (only if six or more trees). 2. Minor exceptions. 3. Minor use permits. C. Notice of application. Notice of an application for a tree removal permit for six or more trees, minor exceptions, and minor use permits, shall be given in compliance with the requirements of this section. The notice shall specify that the application will be decided by the city following an open public comment period where comment is received on or before a date specified in the notice which shall be ten days after the date of mailing. This notice shall also include an explanation of appeal rights. 1. Notice of the filing of an application for those applications identified in subsection B of this section shall be mailed to persons owning property within 660 feet of the property lines of the project site. 2. Notice of the filing of an application for a minor use permit to authorize uses and activities in the Neo-Industrial (NI) and Industrial Employment (IE) industrial zones shall be mailed to persons owning property within 1,500 feet of the property lines of the project site 3. Notice of the filing of an application for tree removal permits or minor exceptions shall be mailed to persons owning property adjacent to the project site. D. Decision. The director may approve, approve with conditions, or deny applications listed in this section. Decisions shall be based on standards and criteria set forth within this Code and shall be accompanied by brief, written findings and a determination. Planning director decisions listed in section 17.16.025.13 (Applicability) above may be appealed to the planning commission. 17.16.110 Minor exceptions. A. Purpose. Exceptions may be needed to certain provisions to allow creative design solutions and to accommodate unique site conditions. B. Applicability. A minor exception may be granted to modify certain requirements of this Code, as listed in Table 17.16.110-1 (Standards Subject to Exception). Exceptions do not apply to land use and are not intended to waive a specific prohibition or procedural requirement. Additionally, a minor exception may be granted for exemptions from development standards for 11 Page 232 the repurposing or reuse of industrial warehouse and other large footprint buildings for alternative uses not envisioned when the structure was originally built, provided the use satisfies any allowed use and permit requirements provided in section 17.30.030 (Allowed Land Uses and Permit Requirements). TABLE 17.16.110-1 STANDARDS SUBJECT TO EXCEPTION Standard Maximum Reduction or Increase Maximum fence/wall height 2-foot increase Minimum amount of parking or loading spaces 25% reduction* Setbacks 10% reduction Maximum lot coverage 10% increase Maximum height 10% increase 'A proposed reduction in excess of 10%for industrial uses requires the completion of a parking study prepared by the City and paid for by the applicant to ensure the reduction will not cause a significant impact on nearby streets or other properties. C. Review process. An application for a minor exception shall be filed with the planning department in a manner prescribed by the planning director with the required fee as established by city council resolution. D. Public notice. The planning director shall, not less than ten days before rendering a decision, provide for public comment through notice to adjacent property owners of the pending application. E. Findings. The planning director shall approve, or approve with conditions, an application for an exception after finding all of the following. 1. The minor exception is consistent with the general plan or any applicable specific plan or development agreement. 2. The proposed development is compatible with existing and proposed land uses in the surrounding area. 3. The proposed exception to the specific development standard(s) is necessary to allow creative design solutions compatible with the desires of the community and/or accommodate unique site conditions. 4. The granting of the minor exception will not constitute a grant of special privilege inconsistent with the limitations on other properties classified in the same district, and will not be detrimental to public health, safety or welfare, or materially injurious to properties or improvements in the vicinity. If the planning director does not make all of these findings, then the director shall deny the minor exception. F. Conditions. In approving a minor exception, the director may impose any reasonable conditions to ensure that the approval will comply with the findings required, as well as any performance criteria and development standards contained within this Code. 12 Page 233 17.16.120 Minor use permit. A. Purpose. The minor use permit provides a process for director review and determination of requests for uses and activities whose effects on adjacent sites and surroundings must be evaluated. These uses and activities generally meet the purposes of the applicable zoning district but require special consideration in their design or operation to ensure compatibility with surrounding or potential future uses. It is anticipated that uses qualifying for a minor use permit only have an impact on immediately adjacent properties and can be modified and/or conditioned to ensure compatibility. B. Applicability. This section applies to land use requiring a minor use permit as designated with an W" on the allowed use table (Table 17.30.030-1). C. Review process. An application for a minor use permit shall be filed with the planning department in a manner prescribed by the planning director with the required fee as established by city council resolution. The planning director is the approving authority for minor use permits. However, the planning director may also refer a minor use permit to the planning commission for review and approval pursuant to section 17.14.060.0 (Referral to the Planning Commission). D. Findings. The director shall approve, or approve with conditions, an application for a minor use permit after finding all of the following. 1. The subject site is suitable for the type and intensity of use or development proposed, and the proposed location, size, and design of the use are compatible with adjacent uses or with natural resources; 2. The operating characteristics of the proposed use, including traffic, noise, light, and other characteristics, will be in keeping with the character of the neighborhood and other adjacent uses or uses in the vicinity; 3. The proposed improvements of the site, including building design, height and bulk of buildings, setbacks, fencing, landscaping, signage size and location, are compatible with the surrounding neighborhood or area; 4. That the proposed use shall not result in conditions that would be detrimental to the public health, safety, or welfare of the community; 5. Adequate public facilities and services are available to serve the proposed use or will be made available concurrent with the proposed development; 6. Allowing the proposed use at the proposed location would be consistent with and help achieve the goals, objectives, and policies of the general plan and the development code; and 7. The project would not result in a negative effect to the City's land use inventory available for residential and economic development, consistent with the intent of the general plan land use element. If the director does not make all of these findings, then the director shall deny the minor use permit. 13 Page 234 E. Conditions. In approving a minor use permit, the director may impose any reasonable conditions to ensure that the approval will comply with the findings required, as well as any performance criteria and development standards contained within this Code. 14 Page 235 EXHIBIT C Amendments to Chapter 17.20 (Planning Commission Decisions) Amended Section: 17.20.040 Design review. New Section: 17.20.060 Conditional use permit 17.20.040 Design review. A. Purpose. This section establishes the review procedures for residential, commercial, industrial, and institutional development proposals to facilitate project review by local responsible agencies and the development/design review committees in a timely and efficient manner; to ensure that development projects comply with all applicable local design guidelines, standards, and ordinances; to minimize adverse effects on surrounding properties and the environment; and to maintain consistency with the general plan, which promotes high aesthetic and functional standards to complement and add to the physical, economic, and social character of the city. In addition, the city finds that a design review process will support the implementation of the general plan, as it stresses quality community design standards. The city further finds that the quality of certain residential, institutional, commercial, and industrial uses has a substantial impact upon the visual appeal, environmental soundness, economic stability, and property values of the city. This section is not intended to restrict imagination, innovation, or variety, but rather to focus on community design principles which can result in creative imaginative solutions for the project and a quality design for the city. It is the purpose of this section to: 1. Recognize the interdependence of land values and aesthetics and provide a method by which the city may implement this interdependence to its benefit. 2. Encourage the orderly and harmonious appearance of structures and property within the city along with associated facilities, such as signs, landscaping, parking areas, and streets. 3. Maintain the public health, safety and general welfare, and property throughout the city. 4. Assist private and public developments to be more cognizant of public concerns for the aesthetics of development. 5. Reasonably ensure that new developments, including residential, institutional, commercial, and industrial developments, do not have an adverse aesthetic, health, safety, or architecturally related impact upon existing adjoining properties, or the city in general. 6. Implement those sections of the city's general plan that specifically refer to the preservation and enhancement of the particular character and unique assets of this city and its harmonious development. 7. Minimize the effects of grading by discouraging mass grading and excessive slopes to ensure that the natural character of terrain is retained. 15 Page 236 8. Preserve significant topographic features, including rock outcroppings, native plant materials, and natural hydrology, while also encouraging improved drainage from lots directly to a street, storm drain, or through a public or privately maintained easement. 9. Limit the impact of slopes on adjacent developed properties and limit construction on identified seismic or geologic hazard areas. 10. Encourage the use of a variety of housing styles, split-level grading techniques, varied lot sizes, site design densities, maintenance of views, and arrangement and spacing to accomplish grading policies. 11. Help ensure that adequate levels of public services are provided for existing and future development in the city. 12. Encourage orderly development of residences within areas more readily served by public services. 13. Encourage the development of master planned projects that provide the service needs of the residents of these projects. 14. Encourage the use of energy conservation techniques in all new residential, mixed use, institutional commercial, and industrial development. B. Applicability. An application for design review is required for commercial, industrial, institutional, and residential projects involving the issuance of a building permit for construction or reconstruction of a structure which meets the following criteria. 1. New construction of residential projects with five or more dwelling units 2. New single or multiple building construction, on a vacant property or parcel/lot, with an overall (or, if multiple buildings, combined) floor area of 10,001 square feet or greater. 3. Structural additions to an existing building where the addition has a floor area that is 50 percent or more of the floor area of the existing building. 4. New building construction, on a developed property or parcel/lot, with an overall (or, if multiple buildings, combined) floor area of 10,001 square feet or greater. 5. Reconstruction projects which are greater than 50 percent of the floor area of an existing building (or, if multiple buildings, 50 percent of their combined floor area) or with a floor area of 10,001 square feet or greater. 6. Any project being proposed along a special boulevard as defined by the general plan, except for structures within projects with an approved master plan. 7. All projects which are master planned. Once the master plan, including architectural guidelines, has been approved by the city council, individual structures may be approved by the planning director. 8. All shopping centers over 10,000 square feet in size, except individual structures may be approved by the planning director where a master plan, including architectural guidelines, has been approved by the planning commission. 9. Certain projects within a hillside area are subject to review pursuant to section 17.52 (Hillside Development). 10. All projects within Mixed Use Zoning Districts. 16 Page 237 Projects of a limited size and scope that do not meet these criteria may require an application for minor design review as defined in section 17.16.130 (Minor Design Review). C. Review process. The design review procedure is outlined below. 1. Scheduling for committee review. Upon acceptance of a complete application for design review approval, a project shall be scheduled for committee review. The applicant and any persons requesting notice will be notified at least ten days prior to the committee meeting. 2. All development proposals submitted pursuant to this section are reviewed by the design review committee, which will make a recommendation on the project to the planning commission. Review and analysis by the design review committee will consider design elements, such as, but not limited to, compatibility of the project to surrounding properties, relationship of the design and layout of the project to the site, architectural design, and use of materials, grading, landscaping, screening and buffering techniques of adjacent properties, signs, and open space. The design review committee will determine if the project adequately meets city design guidelines and standards and will transmit an appropriate recommendation to the planning commission. The design review committee shall review the project design submittals and make recommendations to the planning commission based on: i. Design and layout of the proposed development is consistent with the applicable elements of the city's general plan, design guidelines of the appropriate district, and any adopted architectural criteria for specialized area, such as designated historic districts, theme areas, specific plans, community plan, boulevards, or planned developments. ii. The design and layout of the proposed development will not unreasonably interfere with the use and enjoyment of neighboring, existing, or future developments, and will not create traffic or pedestrian hazards. iii. The architectural design of the proposed development is compatible with the character of the surrounding neighborhood and will maintain the harmonious, orderly, and attractive development contemplated by this section and the general plan of the city. iv. The design of the proposed development would provide a desirable environment for its occupants and the visiting public as well as its neighbors through good aesthetic use of materials, texture, and color that will remain aesthetically appealing and will retain a reasonably adequate level of maintenance. 3. Proposals submitted pursuant to this section may also require review by other necessary committees as applicable (e.g., trails). D. Findings. The planning commission shall make the following findings before approving a design review application: 1. The proposed project is consistent with the general plan and any applicable specific plan; 2. The proposed project is in accord with the objective of this Development Code and the purposes of the district in which the site is located; 17 Page 238 3. The proposed project is in compliance with each of the applicable provisions of this Development Code; and 4. The proposed project, together with any applicable conditions, will not be detrimental to the public health, safety, or welfare, or materially injurious to properties or improvements in the vicinity. E. Planning commission decision and conditions. The planning commission is authorized to approve or deny applications and to impose reasonable conditions upon such approval, as the commission may deem necessary to ensure compatibility with surrounding uses, to preserve the public health, safety, and welfare, and to enable the commission to make the findings required by section 17.20.040.D (Findings). 17.20.060 Conditional use permit A. Purpose. The purpose of a conditional use permit is to provide a public review process for the discretionary review of proposed uses and activities that require special consideration to ensure that their effects are compatible with locational, use, structural, traffic, and/or the characteristics of neighboring properties and the community. This discretionary review process is intended to ensure land use compatibility and to mitigate potential impacts or conflicts that could otherwise result from the proposed use. More specifically, a conditional use permit is intended to: 1. To consider the relationship of the use or project to the surrounding area, neighborhood, and community as a whole; 2. To determine if the project's use and location is compatible with the types of uses that are normally permitted in the surrounding area; 3. To consider the compatibility of the proposed use with the site's characteristics; 4. To evaluate the adequacy of services and facilities for the proposed use; 5. To provide an opportunity for public review and comment on the proposed use; and 6. To identify conditions and requirements necessary to comply with the basic purposes of this Code, the General Plan, and any applicable plans or regulations B. Applicability. This section applies to any land use requiring a conditional use permit as designated with a "C" on the allowed use table (Table 17.30.030-1). Any development subject to approval of a conditional use permit must comply with all applicable requirements of this Section. C. Application requirements. An application for a conditional use permit shall be filed with the planning department in a manner prescribed by the planning director with the required fee as established by city council resolution. D. Approving authority. The planning commission is the approving authority for conditional use permits, except that the approving authority for all industrial buildings with a gross floor area of 75,000 square feet or greater is the city council. The planning commission may approve, conditionally approve, or deny a conditional use permit application. In instances when an application for a conditional use permit is processed concurrently with other land use entitlements requiring action by the city council, the planning commission shall make a recommendation on the conditional use permit application to the city council. 18 Page 239 E. Findings. The approving authority shall make the following findings before approving a conditional use permit application: 1. The proposed use is consistent with the general plan 2. The proposed use is consistent with the purposes of the development code and the purposes of the applicable zoning district as well as any applicable specific plans or city regulations/standards. 3. The site is physically suitable for the type, density, and intensity of the use being proposed, including access, utilities, and the absence of physical constraints that would make conduct of the use undesirable. 4. The design, location, size and operating characteristics of the proposed use would be compatible with the existing and other permitted uses in the vicinity including transportation and service facilities. 5. Granting the permit would not constitute a nuisance or be injurious to detrimental to the public interest, health, safety, convenience, or welfare, or materially injurious to persons, property, or improvements in the vicinity and zoning district in which the property is located. The factors to be considered in making this finding include: a. Property damage or nuisance arising from noise, smoke, odor, dust, vibration or illumination caused by the use; b. Hazard to persons or property from possible explosion, contamination, fire or flood caused by the use; and, C. Significantly increase the volume of traffic or negatively alter the pattern of traffic. 6. The proposed use will not pose an undue burden on city services, including police, fire, streets, and other public utilities, such that the city is unable to maintain its current level of service due to the use; and 7. The proposed project has been reviewed in compliance with the California Environmental Quality Act (CEQA). The proposed project has been reviewed in compliance with the California Environmental Quality Act (CEQA). F. Conditions of approval. The approving authority may impose reasonable conditions of approval to enable it to make the above findings and to ensure that the use will meet all applicable performance criteria, regulations, and standards and is compatible with surrounding uses, and to preserve the public health, safety, and welfare. G. Approval applies to land. Any conditional use permit approval shall run with the land and shall continue to be valid for the time period specified, whether or not there is a change of ownership of the site or structure to which it applies. Conditional use permit approval cannot be transferred to another site. 19 Page 240 EXHIBIT D Amendments to Chapter 17.22 (City Council Decisions) Amended Section: 17.22.040 Master plan. 17.22.020 Master plan. A. Purpose. The purpose of a master plan is to allow for the coordinated comprehensive planning of a subarea of the city in order to accomplish any of the following objectives: 1. Protect a unique environmental, historical, architectural, or other significant site feature that cannot be adequately protected by adoption of another land use zone. 2. Allow the development of an exceptional project design that cannot be built under an existing zoning district or due to constraints of existing development standards. 3. Further the implementation of specific goals and policies of the city as provided in the general plan. 4. "Plan ahead"and look beyond the limits of a particular property to solve circulation, drainage, and neighborhood compatibility problems. 5. Provide flexibility for developments beyond conventional zoning regulations to address special or unique needs or characteristics. B. Review process. 1. A master plan may be initiated by motion of the planning commission or the city council, by application of property owner(s) of parcel(s) to be affected by the master plan, or by recommendation of the planning director for any reason beneficial to the city. 2. The designated approving authority for a master plan is the city council,which shall hold a public hearing on the planning commission recommendation prior to taking action. The planning commission shall hold a public hearing and then shall provide a recommendation, which recommendation shall include the reasons for the recommendation and the relationship of the proposal to the general plan. The city council approves or denies the master plan by resolution in accordance with the requirements of this title. C. Master plan requirements. 1. A master plan shall include all of the following components: i. Physical characteristics of the site. ii. Location of structures and other significant improvements. iii. Significant natural features of the site. iv. Available public facilities. V. Capacity of existing and planned circulation systems. vi. Existing and planned uses within 1,000 feet. vii. Land within 1,000 feet of the site that is designated as state responsibility area (SRA) or wildland-urban interface fire area. 20 Page 241 viii. A boundary map of the property and a calculation of the gross land area within the proposed district. A tentative subdivision map may be substituted if the applicant proposes to subdivide the property. ix. A discussion of specific objectives and limits for development of the property which recognize and respond to identified opportunities and constraints of the master plan. X. Proposed land use and a description of how the land uses implement the general plan. A. Proposed density ranges for proposal that include housing and how the density ranges correspond to the general plan. xii. Land use plan including, but not limited to, the acreage of each land use type and number of housing units by type. The distribution of land uses shall be expressed in terms of acreage and the total number of residential units and/or square footage of nonresidential buildings allowed. xiii. A circulation plan showing existing and proposed public and private streets, pedestrian ways, trails, and related transportation access or circulation features required to serve the proposed development. 2. The master plan may include specific regulations applicable to, and a procedure for review of proposed development, within the master plan area, such as: i. Performance and development standard requirements related to setbacks, lot area, intensity of development on each lot, parking requirements, landscaping, and signs. ii. Design standards and guidelines as appropriate for the specific site and development. iii. Open space plan including protection measures for significant natural features, parks, and other site amenities. iv. A site specific wildfire protection plan. V. Types of projects that require review. vi. Documents required from developers. vii. Regulations relating to nonconforming lots, uses, structures, and signs. viii. Time phasing and sequence of development projects. 3. Pursuant to section 17.14.060 and other provisions of this title, a master plan is required for large industrial buildings of 450,000 square feet or more. i. The purpose of the master plan for such industrial buildings is to ensure that the development does not impose significant burdens on City services and nearby businesses and residents, as well as to ensure that the development has adequate public services and infrastructure to accommodate the expected uses. In addition, the master planning process is expected to ensure that the proposed industrial development provides community benefits that may not otherwise be provided through strict application of the provisions of this title. 21 Page 242 ii. Upon recommendation by the city engineer and fire marshal, a master plan may vary or waive the traffic standards identified in section 17.36.040 if the city council determines that doing so would not frustrate the underlying purpose of the subject standard(s) or cause a significant impact on public health, safety, or welfare. D. Findings. A master plan shall not be adopted unless the following findings are made: 1. The proposed master plan is consistent with the goals, policies, and objectives of the general plan. 2. The proposed master plan meets the applicable requirements set forth in this title. 22 Page 243 EXHIBIT E Amendments to Chapter 17.26 (Establishment of Zoning Districts) Amended Section: 17.26.020 Zoning districts established 17.26.020 Zoning districts established. A. Zoning district purpose. Zoning districts are established in order to classify, regulate, designate, and distribute the uses of land and buildings; to regulate and restrict the height, setbacks and bulk of buildings; to regulate the area of yards and other open spaces around buildings; and to regulate the density of population. The city is divided into zoning districts that are grouped into two categories: (a) base zoning districts and (b)overlay zoning districts. These districts are listed and described in Table 17.26.020-1 (Rancho Cucamonga Zoning Districts), along with the general plan land use designation that they implement. B. Base zoning districts. The base zoning district is the primary zoning district that applies to a property. Every parcel throughout the city has a base zoning district that establishes the primary land use type, density, intensity, and site development regulations. Base districts are grouped into six categories as follows: 1. Residential Zoning Districts. 2. Mixed Use Zoning Districts. 3. Commercial and Office Zoning Districts. 4. Industrial Zoning Districts. 5. Open Space Zoning Districts. 6. Special Purpose Zoning Districts. C. Overlay zoning districts. The Overlay Zoning Districts supplement base zoning districts for one or more of the following purposes: 1. To allow more flexibility from the standard provisions of the underlying base zone. 2. To protect unique site features or implement location-specific regulations. 3. To specify a particular standard or guideline for an area. D. In the event of a conflict between the regulations of the base zoning district and the Overlay Zoning District, the provisions of the Overlay Zoning District shall apply. 23 Page 244 TABLE 17.26.020-1 RANCHO CUCAMONGA ZONING DISTRICTS Zoning District Zoning District Name/Description Symbol Residential Zoning Districts Very Low Residential. Designates areas for very low density residential use, with a VL minimum lot size of 20,000 square feet and a maximum residential density of up to 2 units per gross acre. Low Residential. Designates areas for single-family residential use, with a minimum L lot size of 7,200 square feet and a maximum residential density of 4 units per gross acre. Low Medium Residential. Designates areas for low medium density single-family or LM multiple-family use with site development regulations that assure development compatible with nearby single-family detached neighborhoods. Residential densities range from 4 to 8 units per gross acre maximum. Medium Residential. Designates areas for medium density multiple-family use, with M site development regulations that assure development compatible with nearby lower density residential development. Residential densities range from 8 to 14 units per ross acre maximum. Medium High Residential. Designates areas for medium high density multiple-family MH use, with site development regulations that assure development compatible with nearby lower density residential development. Residential densities range from 14 to 24 units per gross acre maximum. High Residential. Designates areas for high density multiple-family use, with site H development regulations that assure development compatible with nearby lower density residential development. Residential densities range from 24 to 30 units per gross acre. Mixed Use Zoning District Mixed Use. Designates areas for a mix of residential and nonresidential uses, with MU site development regulations that assure development compatible with nearby lower density residential development, as well as internal compatibility among the varying uses. Commercial and Office Zoning Districts Office/Professional. Designates areas primarily for the development of OP professional/administrative offices and personal services rather than commodities. Site development regulations and performance standards are designed to make such uses relatively compatible with residential uses. Neighborhood Commercial. Designates areas for immediate day-to-day convenience shopping and services for the residents of the immediate NC neighborhood. Site development regulations and performance standards are intended to make such uses compatible to and harmonious with the character of surrounding residential or less intense land use area. 24 Page 245 Zoning District Zoning District Name/Description Symbol General Commercial. Designates areas for general commercial activities and services of a more intensive nature, including but not limited to major shopping GC facilities, major service-oriented uses, major financial, and corporate headquarters that are designed to serve the city or the region as a whole and are typically located primarily along major transportation routes. Community Commercial. Designates areas for commercial activities and services on CC a larger scale. Businesses are typically auto oriented and located along major commercial corridors. Specialty Commercial. Designates areas designed to enhance the character around historic resources or sites which promote a special landmark quality or create a special ambience. Examples include specialty theme-oriented uses located adjacent SC to the Thomas Brothers Winery, which complement the existing winery structure and provide a unifying theme or the establishment of tourist-oriented specialty uses in other areas, which cater to visitors. A limited number of office uses have been included into the specialty commercial category in order to facilitate an interactive office/commercial environment. Regional Related Commercial. Designates areas for large-scale commercial RRC development that serves both local and regional needs. Sites are easily accessible from freeways and may contain a variety of goods and services, such as large-format retail, department stores, eating and drinking establishments, hotels, and motels. Commercial Office. Designates areas for activities that cater to business support and CO personal services. Uses typically include medical and health care clinics, travel agencies, insurance agencies, copy centers, and other similar land uses. Industrial Zoning Districts Industrial Park. Designates areas for industrial firms seeking an attractive and pleasant working environment and a location which has prestige value. The district IP allows light industrial uses, office and administration facilities, research and development laboratories, and limited types of warehousing, as well as support businesses and commercial service uses. Neo-Industrial. Designates areas to support a complementary mix of uses such as, research and development, light and custom manufacturing, engineering and design services, breweries, and maker spaces, as well as accessory office, retail and limited residential uses to compliment the primary use; supportive amenities and services; NI and convenient transit access. This zoning district encourages light industrial activities with low environmental impacts and supports the growth of creative industries, incubator businesses, and innovative design and manufacturing. The zoning district can allow for small scale, context sensitive warehousing, distribution and manufacturing to support small business development. Industrial Employment. Designates areas reserved for manufacturing, processing, construction and heavy equipment yards, warehousing and storage, e-commerce IE distribution, light industrial research parks, automobile and vehicle services, and a broad range of similar clean industrial practices and processes that typically generate more truck traffic, noise, and environmental impacts than would be 25 Page 246 Zoning District Zoning District Name/Description Symbol compatible with office and residential uses. This zoning district prohibits non- industrial uses, except for accessory office and commercial uses (such as restaurants or convenience stores) that support the employees of the primary industrial use, and on-site caretaker units. Open Space Zoning Districts Open Space. Designates areas primarily to protect environmentally sensitive land. OS The use regulations, development standards, and criteria provide low intensity development and encourage recreational activities and preservation of natural resources. Hillside Residential. Designates areas for maintaining natural open space character through protection of natural landforms; minimizing erosion; providing for public HR safety; protecting water, flora, and fauna resources; and establishing design standards to provide for limited development in harmony with the environment. Allowed density is a maximum of 2 units per net buildable acre as determined through the Hillside Development Review process. FC Flood Control. Designates areas necessary for flood control facilities for protection of the public health, safety, and general welfare. Utility Corridor. Designates areas within utility corridors in which land uses UC compatible to both the utility function and surrounding, existing, or proposed land uses are allowed. Special Purpose Zoning Districts Specific Plan. Designates areas for master planning through the adoption of a SP specific plan with unique land use and development standards for a particular project areas with a minimum of 300 acres. Planned Community. Designates areas master planning through the adoption of a PC Planned Community, which can establish unique land use and development standards for a particular project area. Planned Communities typically include less detail than specific plans and have no minimum project size requirement. Overlay Zoning Districts Senior Housing. Designates areas available for affordable rental housing units to serve the city's senior citizens. District provisions ensure high quality project design SH and establish incentives for ongoing affordability for this target group. This district can be combined with any residential base zoning district that meets the overlay district qualifications. Equestrian. Designates areas for the keeping of equine, bovine, and cleft-hoofed animals. Further, this district protects the ability to maintain such animals, promotes E a "rural/farm" character in an urban setting, and recognizes and encourages the educational and recreational values derived from raising and maintaining such animals. This district may be combined with any residential base zoning district that meets the overlay district qualifications. 26 Page 247 Zoning District Zoning District Name/Description Symbol Foothill Boulevard. Designates areas along Foothill Boulevard for special use and development regulations to implement the goals and objectives in the general plan FB for this important corridor that covers most of the length of Historic Route 66 through the city. Special regulations encourage a mix of uses, concentrate neighborhood, community, and regional-serving uses as appropriate, and accommodate future transit. Hillside. Designates sloped areas subject to special hillside development H regulations. Generally, this district applies to areas with a slope greater than or equal to 8%. This district may be combined with any residential base zoning district that meets the overlay district qualifications. HA Haven Avenue. Designates an area along Haven Avenue with unique allowed use regulations and development standards focused on high quality office opportunities. Industrial Commercial. Designates areas with an Industrial Park Base Zoning District IC to encourage and support the integration of traditional general commercial uses and special development review requirements focused on retail opportunities. LW Large Warehouse. Designates area where large industrial buildings with a gross floor area over 450,000 square feet are permitted. 27 Page 248 EXHIBIT F Amendments to Chapter 17.26 (Establishment of Zoning Districts) Amended Section: 17.30.030 Allowed land uses and permit requirements. 17.30.030 Allowed land uses and permit requirements A. Allowed land uses. Allowed uses and corresponding permit and entitlement requirements for the base zoning districts are listed in Table 17.30.030-1 (Allowed Land Uses and Permit Requirements by Base Zoning District). Uses are organized into common categories as follows: 1. Residential uses. 2. Agriculture and animal related uses. 3. Recreation, resource preservation, open space, education, and public assembly uses. 4. Utility, transportation, public facility, and communication uses. 5. Retail, service, and office uses. 6. Automobile and vehicle uses. 7. Industrial, manufacturing, and processing uses. B. Permit requirements. Generally, a use is either allowed by right, allowed through issuance of a conditional use permit, or not permitted. In addition to the requirements for planning permits or entitlements listed herein, other permits and entitlements may be required prior to establishment of the use (e.g., building permit or permits required by other agencies). The requirements for planning permits or entitlements identified in Table 17.30.030-1 (Allowed Land Uses and Permit Requirements by Base Zoning District) include: 1. Permitted(P). A land use shown with a "P" indicates that the land use is permitted by right in the designated zoning district, subject to compliance with all applicable provisions of this title (e.g., development standards) as well state and federal law. 2. Permitted with a Minor Use Permit (M). A land use shown with an "M" indicates that the land use is permitted in the designated zoning district upon issuance of a minor use permit from the designated approving authority, subject to compliance with all applicable provisions of this zoning code (e.g., development standards) as well as state and federal law. 3. Conditionally permitted (C). A land use shown with a "C" indicates that the land use is permitted in the designated zoning district upon issuance of a conditional use permit from the designated approving authority, subject to compliance with all applicable provisions of this zoning code (e.g., development standards) as well as state and federal law. 4. Not permitted (N). A land use shown with an "N" is not allowed in the applicable zoning district. Additionally, uses not shown in the table are not permitted, except as otherwise provided for in this title. 5. Adult entertainment permit (A). A land use shown with an "A" indicates that the land use is permitted in the designated zoning district upon issuance of an adult entertainment permit from the designated approving authority, subject to compliance with all applicable 28 Page 249 provisions of this zoning code (e.g., development operational standards)as well as state and federal law. C. Base zoning district names and symbols. Base zoning district names for the zoning district symbols used in the table are listed below. Specific Plan (SP) District and Planned Community (PC) District are not listed in the table as the allowed uses for those base zoning districts are determined in compliance with the adopted Specific Plan or Planned Community. • Very Low Residential (VL) • Specialty Commercial (SC) • Low Residential (L) • Regional Related Commercial (RRC) • Low Medium Residential (LM) • Commercial Office (CO) • Medium Residential (M) • Industrial Park (IP) • Medium High Residential (MH) • Neo-Industrial (NI) • High Residential (H) • Industrial Employment (IE) • Mixed Use (MU) • Open Space (OS) • Office Professional (OP) • Hillside Residential District (HR) • Neighborhood Commercial (NC) • Flood Control-Open Space (FC) • General Commercial (GC) • Utility Corridor-Open Space (UC) • Community Commercial (CC) TABLE 17.30.030-1: ALLOWED LAND USES AND PERMIT REQUIREMENTS BY BASE ZONING DISTRICT Land Use/Zoning V RR IF U District L L LM M MH H MU OP NC GC CC SC C CO IP NI IE OS HR C C Residential Uses Adult Day Care Home P P P P P P P N N N N N N N N N N I N P N N Caretaker Housing M M M M M M M P P P N N N N M M M P M P P Dwelling, Multi-Family N N P P P P P N N N N N N N N N N N N N N Dwelling, Single- P P P P N N N N N N N N N N N N N P P N N Family Dwelling, Two-Family N N P P P P P N N N N N N N IN N N N N N N Emergency Shelter N N N N N N N N N P N N N N N C N N N N N Family Day Care M M M M M M M N N N N N N N N N N N M N N Home, Large (") Family Day Care P P P P P P P N N N N N N N N N N N P N N Home, Small Guest House P P P N N N N N N N N N N N N N N N N N N Group Residential M M M M M M M M M M M N M N N N N N M N N Home Occupation(2> P P P P P IP, P I N N N N N N N N N N P P N N Live-Work Facility N N N N N N P N N N N N N N N N N N N N N Manufactured Home(3) P P P P N N N N N N N N N N N N N N P N N Mobile Home Park (1) M M M M M M N N N N N N N N N N N N N N N Residential Care N M M M M M M N N N N N N N N N N N N N N Facility Residential Care P P P P P P N N N N N N N N N N N N P N N Home Short-Term Rental(16) P P P P P P P P P N N P P PIP N P P P P P 29 Page 250 Land Use/Zoning V RR INN U District L L LM M MH H MU OP NC GC CC SC C CO IP NI INN C Single-Room N N N P P P P N N N N N N N N N N Occupancy Facility Transitional Housing P P P P P P P N N N N N N NN N N Agriculture and Animal- Related Uses Agricultural Uses N N N N N N N N N N N N N N N N N P N P P Animal Keeping, P P P P Domestic Pets(4) P P P N N N N N N N N N N N P N N Animal Keeping, M M M M M M M N N N N N N N N N N N M N N Exotic Animals(4) Animal Keeping, P N N N N N N N N N N N N N N N N N N N N Insects (4) Animal Keeping,Livestock Animals (4) P P N N N N N N N N N N N N M N N N N N N Animal Keeping, P N N N N N N N N N N N N N M N N N N N N Poultry (4) Equestrian Facility, M N N N N N N N N N N N N N N N N M N M M Commercial Equestrian Facility, P N N N N N N N N N N N N N N N N N N N N Hobby Land Use/Zoning V L LM M MH H MU OP NC GC CC SC RR CO IP NI IE OS HR F U District L I I I C C C Recreation, Resource Preservation, Open Space, Education, and Public Assembl Uses Assembly Use M M M M M M M M M M M M M M M C N N N N N Cemetery/Mausoleum N N N N N N N N N N N N N N N N N M N N N Community M M M M M M M M M M M M M N P P N N M N N Center/Civic Use Community Garden M M M IM M M N N N N N N N N N N N P N P P Convention Center N N N IN N N M M M M M M M M M C C N I N N N Golf N N N N N N N N N N N N N N N N N M N M M Course/Clubhouse Indoor Amusement/ N N N N N N M N M M P P P N M C N N N N N Entertainment Facility Indoor Fitness and N N N N N N M M M M M M M M M C N N N N N Sports Facility—Large Indoor Fitness and N N N N N N P P P P P M P P M C N N N N N Sports Facility—Small Library and Museum I M M M M M M P P P P N P N P M N N M M M M 30 Page 251 Outdoor Commercial N N N N N N M M M M N N M M M C N N N N N Recreation Park and Public P P P P P P P N N N N N N N M M M P P P P Plaza Public Safety M M M M M M M M M M M M M MM C C N M N N Facility Resource- Related P P P P P P P N N N N N N N N N N P P P P Recreation School, Academic MMMMMMMMMMMM M MM C N N M N N Private School, Academic P P P P P P P P P P P P P P P P N N P N N (Public) School, College/Univer MMMMMMMMMMMM M MM C N N M N N sity (Private) School, College/Univer MMMMMMMMMMMM M MM C N N C N N sity (Public) Schools, Specialized N N N N N N M M M M M M M M C C C N N N N Education and Training/Studio Theaters and N N N N N N M N N M N N P N N N N N N N N Auditoriums Tutoring N N N N N N M M M M M M M M N N N N N N N Center—Large Tutoring N N N N N N P P P P P P P P N N N N N N N Center—Small Utility, Transportation, Public Facility, and Communication Uses Broadcasting and Recording N N N N N N N P N P N N N P P P N N N N N Studios Park and Ride N N N N N N N M M M N N N N C P C N N N N Facility Parking Facility N N N N N N N N N N N N N N N N N N N N N Transit Facility N N N N N N N N N N N N N N M C C N N N N Utility Facility and Infrastructure N N N N N N N N N N N N N N M C C C N M M —Fixed Based Structures (5,12) Utility Facility and P P P P P P P P P P P P P P P P P P P P P Infrastructure —Pipelines (5) 31 Page 252 Wind Energy System—Small P N N N N N N N N N N N N N P P P N N N N (10) Land V L M M O N G C S RR C H U Use/Zoning L L M M H H U P C C C C C O IP NI IE OS R FC C District Retail, Service, and Office Uses Adult Day Care N N N N N N M M M M N N N M C C N N N N N Facility Adult-Oriented Business (6) N N N N N N N N N N N N N N A A A N N N N Alcoholic Beverage N N N N N N M N M M M M M M M M N N N N N Sales Ambulance N N N N N N N M M M N N N N N C P N N N N Service Animal Sales N N N N N N P N P P P P N N N N N N N N N and Grooming Art, Antique, Collectable N N N N N N P N P P P P P N N N N N N N N Shop(13) Artisan Shop N N N N N N P N P P P P P N N N N N N N N (13) Bail Bonds N N N N N N N N N N N N N N N N N N N N N Banks and Financial N N N N N N M M M P P P P P P P N N N N N Services Bar/Nightclub N N N N N N M M N M M M M M N C N N N N N Bed Breakfast Innnd M MMN N N N N N N M M N N N N N N N N N Building Materials Store N N N N N N N N N N N N N N N M P N N N N and Yard Business Support N N N N N N P P P P P P P P P P P N N N N Services Call Center N N N N N N N N N N N N N N M M C N N N N Card Room N N N N N N N N N N N N N N N N N N IN , N N Check Cashing Business (') N N N N N N P N P P N N N N P N N N � N � N N Child Day Care N N N N N N M M M M M N M M M P P N N N N Facility/Center Commercial Cannabis N N N N N N N N N N N N N N N N N N N N N Activity Consignment N N N N N N M N M M N M N N N N N N N N N Store Convenience N N N N N N P N P P N M N N M M N N N N N Store 32 Page 253 Crematory Services(') N N N N N N N N N N N N N N N M N N N N N Drive-In and SalesDrive-Through N N N N N N M M M M M N M M M M N N N N N Service(8) Land V L M M ON G C S RR C H U Use/Zoning L L M M H H U P C C C C C O IP NI IE OS R FC C District Equipment Sales and N N N N N N N N N M N N N N N C P N N N N Rental Feed and Tack N N N N N N N N P P N N N N N N N N N N N Store Furniture, Furnishing, and N N N N N N P N P P P P P N N N N N N N N Appliance Store Garden Center/Plant N N N N N N P N P P P N P N N P P P N P P Nurser Grocery Store/Superma N N N N N N P N P P P N P N N N N N N N N rket Gun Sales N N N N N N N N N M N N N N M M N N N N N Hookah Shop N N N N N N M N N M N N N N N N N N N N N Home Improvement N N N N N N P N P P P N P N M P P N N N N Supply Store Hotel N N N N N N M M N M N N M MM N N N N N N Internet Cafe N N N N N N P P P P P P P P P P P N N N N Kennel, N N N N N N N N N M M N M N M C N N N N N Commercial Liquor Store N N N N N N M N M M M M M N M M N N N N N Maintenance and Repair, N N N N N N P N P P P N P P P P P N N N N Small Equipment Massage Establishment N N N N N N P P P P P P P P N N N N N N N (14) Massage Establishment, N N N N N N P P P P P P P P P P N N N N N Ancillary(14) Medical Services, N M M M M M M P N P P N N P P P N N N N N Extended Care Medical Services, N N N N N N P P P P P P P P P P N N N N N General 33 Page 254 Medical Services, N N M M M M M M N M N N N N P P N N N N N Hospitals Land V L M M ON G C S RR C H U Use/Zoning L L M M H H U P C C C C C O IP NI IE OS R FC C District Mobile Hot N N N N N N N N N N N N N N N P P N N N N Food Truck Mortuary/Funer N N N N N N N M M M N N N N N N N N N N N al Home Office, Business and N N N N N N P P P P P P P P P P N N N N N Professional Office, N N N N N N P P P P P P P P P P P N N N N Accessory Pawnshop(7) N N N N N N N N N M N N N N N N N N N N N Personal N N N N N N P P P P P P P P P P P N N N N Services Restaurant, No Liquor Service N N N N N N P P P P P P P P P P P N N N N Restaurant, N N N N N N P P P P P P P P P P C N N N N Beer and Wine Restaurant, Full Liquor N N N N N N M M M M M M M M M M N N N N N Service Retail, N N N N N N P P P P P N P P M M P N N N N Accessory Retail, General N N N N N N P N P P P P P N M M C N N N N Retail, Warehouse N N N N N N P N N P P N P N P N N N N N N Club Secondhand N N N N N N P N P P N N N N N N N N N N N Dealer Shooting N N N N N N N N N N N N N N M C N N N N N Range Smoke Shop(7) N N N N N N N N N M M N M N N N N N N N IN, Specialty Food Store (13) N N N N N N P N P P P P P N N N N N N N N Tattoo Shop (7) N N N N N N N N N M N N N N N N N N N N N Thrift Store(7) N N N N N N M N M M M N M N N N N N N N N Veterinary M N N N N N M N P P M M M N N P P N N N N Facility Automobile and Vehicle Uses Auto and Vehicle Sales N N N N N N N M N M N N P N M M N N N N N and Rental Auto and Vehicle Sales, N N N N N N N P P P P N P P P N N N N N N Autobroker 34 Page 255 Auto and Vehicle Sales, N N N N N N N P P P P N P P P P N N N N N Wholesale Auto and Vehicle N N N N N N N N N N N N N N N N N N N N N Stora e'8 Auto Parts N N N N N N N N P P N N P N N P N N N N N Sales Car Washing N N N N N N N N N M M N M N M N N N N N N and Detailing Recreational Vehicle N N N N N N N N N N N N N N N C C N N N N Storage Service N N N N N N M M M P M N M M M M N N N N N Stations Vehicle N N N N N N N N N M N N N N N P P N N N N Services, Major Vehicle N N N N N N N M M P N N M N P P N N N N N Services, Minor Land V L M M O N G C S RR C H U Use/Zoning L L M M H H U P C C C C C O IP NI IE OS R FC C District Industrial, Manufacturing, and Processing Uses (") Commercial (Secondary/Ac N N N N N N N N N N N N N N P P P N N N N cessory) - Industrial Commercial (Repurposing)- N N N N N N N N N N N N N N M C C N N N N Industrial E-Commerce Distribution Distribution/ Fulfillment N N N N N N N N N N N N N N P P P N N N N Center, Small(12) Distribution/ Fulfillment N N N N N N N N N N N N N N N M M N N N N Center, Large Parcel Sorting N N N N N N N N N N N N N N N N N N N N N Facilities Parcel Hub Small (< N N N N N N N N N N N N N N N N N N N N N 130,000 sq. ft. Paarcel Hub N N N N N N N N N N N N N N N N N N N N N Lrge 35 Page 256 130,000 sq. ft. Lumber Yard N N N N N N N N N N N N N N N N C N N N N Maker Space/Access N N N N N M N N N N N N N N M P P N N N N ory Maker Space Manufacturing, Custom(12) N N N N N N N N N N N N N N P P N N N N N Manufacturing, Green N N N N N N N N N N N N N N N P P N N N N Technology Manufacturing Light - Small(12>, N N N N N N N N N N N N N N P P P N N N N Manufacturing, N N N N N N N N N N N N N N N M M N N N N Light - Lar e(12> Microbrewery N N N N N N N N N N N N N N P P P N N N N Printing and N N N N N N N N N P N N N N P P N N N N N Publishing Recycling Facility, N N N N N N N N P P N N N N N C C N N N N Collection Recycling Facility, N N N N N N N N N N N N N N N C C N N N N Processing Research and N N N N N N N N N N N N N N P P P N N N N Development Storage, Personal N N N N N N N N N N N N N N N C C N N N N Storage Facility Storage N N N N N N N N N M N N N N N C C N N N N Warehouse Wholesale, Storage, and N N N N N N N N N N N N N N P P P N N N N Distribution - Li ht(12) Wholesale, Storage, and N N N N N N N N N N N N N N C C P N N N N Distribution - Medium (12) Table Notes: (1) Reserved. (2) See additional regulations for home occupations in Chapter 17.92. (3) See additional regulations for mobile homes in Chapter 17.96. (4) See additional regulations for animal keeping in Chapter 17.88. (5) Utility facilities and infrastructure involving hazardous or volatile gas and/or liquid pipeline development require approval of a Conditional Use Permit. (6) See additional regulations for adult entertainment businesses in Chapter 17.86.Adult-oriented businesses are not permitted west of Haven Avenue. (7) See additional regulations for special regulated uses in Chapter 17.102. (8) See additional regulations for drive-in and drive-through facilities in Chapter 17.90. (9) Not permitted within 300 feet of residentially zoned property. 36 Page 257 (10)See additional regulations for wind energy systems in Chapter 17.76. (11)Family Day Care Home—Large requires approval of a Large Family Day Care Permit, not a Conditional Use Permit. (12)Not permitted on any parcel that is located within,or partly within,five hundred(500)feet of the Foothill Boulevard right-of-way. (13)Permitted in Industrial Park and General Industrial zoning districts when proposed in conjunction with"Commercial(Repurposing) —Industrial'. (14)Massage establishment permit required. See additional regulations for massage establishments in chapter 5.18. (16)A short-term rental must be a single family residence in zoning districts other than VL, L,and LM.See additional regulations for short-term rentals in Chapter 8.34. (17)Maximum building gross floor area for all industrial uses is 450,000 square feet.A master plan is required for all industrial buildings larger than 450,000 square feet in gross floor area. (18)Auto and vehicle storage is permitted as an on-or off-site accessory use to any manufacturing use upon issuance of a minor use permit. The minor use permit may also permit truck storage as an accessory use to manufacturing. 37 Page 258 EXHIBIT G Amendments to Chapter 17.32 (Allowed Use Descriptions) 17.32.020 Allowed use descriptions. The following list represents the complete list of allowed uses by land use classification and corresponding descriptions as used in Table 17.30.030-1 (Allowed Land Uses and Permit Requirements by Base Zoning District) and throughout this title. Individual use classifications describe one or more uses having similar characteristics, but do not list every use or activity that may appropriately be within the classification.Allowed uses are organized into the following seven use categories as follows: • Residential uses. • Agriculture and animal-related uses. • Recreation, resource preservation, open space, education, and public assembly uses. • Utility, transportation, public facility, and communication uses. • Retail, service, and office uses. • Automobile and vehicle uses. • Industrial, manufacturing, and processing uses. A. Residential uses. 1. Adult day care home. Defined by state law as the provision of nonmedical care to six or fewer adults, including seniors, in the provider's own home, for a period of less than 24 hours at a time. Homes serving more than six adults are included in adult day care facility. 2. Caretaker housing. A residence that is accessory to a site with a nonresidential primary use and that is needed for security, 24-hour care or supervision, or monitoring of facilities, equipment, or other conditions on the site. 3. Dwelling, multi-family. A building designed and intended for occupancy by three or more households living independently of each other, each in a separate dwelling unit, which may be owned individually or by a single landlord (e.g., apartment, apartment house, townhouse, condominium). 4. Dwelling, single-family. A building designed exclusively for occupancy by one household on a single lot. This classification includes manufactured homes (defined in California Health and Safety Code §18007) and model homes for the first sale of homes within the subdivision. 5. Dwelling, two-family. An attached building (e.g., duplex) designed for occupancy by two households living independently of each other, where both dwellings are located on a single lot. For the purposes of this title, this definition also includes halfplexes (two attached units, each with a separate lot). Does not include accessory dwelling units. 6. Emergency shelter. A facility for the temporary shelter and feeding of indigents or disaster victims and operated by a public or nonprofit agency. 7. Family day care home, large. State-licensed facilities that provide nonmedical care and supervision of minor children for periods of less than 24 hours within a single-family or multi-family dwelling. The occupant of the residence provides care and supervision 38 Page 259 generally for seven to 14 children. As described in the Health and Safety Code, large day care homes may provide services for up to 14 children when specific conditions are met. 8. Family day care home, small. State-licensed facilities that provide nonmedical care and supervision of minor children for periods of less than 24 hours within a single-family or multi-family dwelling. The occupant of the residence provides care and supervision generally to six or fewer children. As described in the California Health and Safety Code, small day care homes for children may provide services for up to eight children when specific conditions are met. 9. Group residential. Shared living quarters without separate kitchen and/or bathroom facilities for each room or unit. This classification includes residential hotels, dormitories, fraternities, sororities, convents, rectories, and private residential clubs but does not include living quarters shared exclusively by a family. This category includes boardinghouses, which are defined as a building other than a hotel or restaurant where meals or lodging or both meals and lodging are provided for compensation for four or more persons. 10. Guest house. A detached structure accessory to a single-family dwelling, accommodating living and/or sleeping quarters, but without kitchen or cooking facilities. 11. Home occupation. The conduct of a business within a dwelling unit or residential site, employing occupants of the dwelling, with the business activity being subordinate to the residential use of the property. Examples include, but are not limited to, accountants and financial advisors, architects, artists, attorneys, offices for construction businesses (no equipment or material storage), and real estate sales. This category includes cottage food uses, consistent with state law. 12. Live-work facility. A structure or portion of a structure: a. That combines a commercial or manufacturing activity allowed in the zone with a residential living space for the owner of the commercial or manufacturing business, or the owner's employee, and that person's household; b. Where the resident owner or employee of the business is responsible for the commercial or manufacturing activity performed; C. Where the commercial or manufacturing activity conducted takes place subject to a valid business license associated with the premises; and d. The commercial or manufacturing activity is secondary to the residential living space. 13. Manufactured home. California Health and Safety Code § 18007 defines a manufactured home as a structure, that meets the following criteria: a. Transportable in one or more sections. b. When in the traveling mode, is eight body feet or more in width, or 40 body feet or more in length, or, when erected on-site, is 320 or more square feet. C. Built on a permanent chassis. d. Designed to be used as a residential dwelling. e. Erected with or without a permanent foundation when connected to the required utilities. f. Includes the plumbing, heating, air conditioning, and electrical systems contained therein. 39 Page 260 g. This term shall include any structure that meets all the requirements of this paragraph except the size requirements so long as the manufacturer voluntarily files a certification and complies with the standards established under this part. Manufactured home includes a mobile home subject to the National Manufactured Housing Construction and Safety Act of 1974 (42 USC section 5401 et seq.). 14. Mobile home park. Consistent with definitions of state law(Health and Safety Code section 18214), a mobile home park is any site that is planned and improved to accommodate two or more mobile homes used for residential purposes, or on which two or more mobile home lots are rented, leased, or held out for rent or lease, or were formerly held out for rent or lease and later converted to a subdivision, cooperative, condominium, or other form of resident ownership, to accommodate mobile homes used for residential purposes. 15. Residential care facility. Consistent with the definitions of state law, a residential care facility provides 24-hour nonmedical care for more than six persons 18 years of age or older, or emancipated minors, with chronic, life-threatening illness in need of personal services, protection, supervision, assistance, guidance, or training essential for sustaining the activities of daily living or for the protection of the individual. This classification includes, but is not limited to, rest homes, residential care facilities for the elderly, adult residential facilities, wards of the juvenile court, and other facilities licensed by the State of California. Convalescent homes, nursing homes, and similar facilities providing medical care are included under the definition of medical services, extended care. When located in the low (L) and low-medium (LM) residential districts, a residential care facility shall maintain a minimum three-acre project area. 16. Residential care home. Consistent with the definitions of state law (Health and Safety Code section 1502), a residential care home is a home that provides 24-hour nonmedical care for six or fewer persons 18 years of age or older, or emancipated minors, with chronic, life-threatening illness in need of personal services, protection, supervision, assistance, guidance, or training essential for sustaining the activities of daily living, or for the protection of the individual. This classification includes rest homes, residential care facilities for the elderly, adult residential facilities, wards of the juvenile court, and other facilities licensed by the State of California. Convalescent homes, nursing homes, and similar facilities providing medical care are included under the definition of "medical services, extended care." 17. Short-term rental. A short-term rental is a dwelling unit, or any portion thereof, that is rented by the host to another party for a period of not more than 30 consecutive days in exchange for any form of monetary or non-monetary consideration, including trade, fee, swap or any other consideration in lieu of cash payment. Hosted stays, un-hosted stays, and vacation rentals are types of short-term rental. Related definitions are available in Section 8.34.010. 18. Single-room occupancy (SRO) facility. Multi-unit housing for very low-income persons that typically consists of a single room and shared bath and also may include a shared common kitchen and common activity area. SROs may be restricted to seniors or be available to persons of all ages. Subsidized versions may be supervised by a government housing agency. 19. Transitional housing. Consistent with Health and Safety Code section 50675.2, transitional housing is defined as buildings configured as rental housing developments but operated under program requirements that call for the termination of assistance and recirculation of the assisted unit to another eligible program recipient at some predetermined future point in time, which shall be no less than six months. 40 Page 261 B. Agriculture and animal-related uses. 1. Agricultural uses. This use category includes farms, orchards, vineyards, livestock grazing, and hydroponics, including on-site sales of products grown on site. 2. Animal keeping. Care and maintenance of animals on private property. The listing below provides a distinction between various types of animals related to allowed use provisions in Table 17.30.030-1 (Allowed Land Uses and Permit Requirements by Base Zoning District). This classification is distinct from "animal sales and grooming" and "equestrian facility (commercial or hobby)." Also see Kennel, commercial, which provides for the boarding of animals (e.g., doggie day-care). a. Domestic pets. Small animals (no larger than the largest breed of dogs) customarily kept as pets within a dwelling unit. This classification includes dogs, cats, fish, and birds (excluding large tropical birds and poultry). b. Exotic animals. Wild animals not customarily confined or cultivated by man for domestic or commercial purposes, but kept as a pet or for display, including wolf-dog hybrids, non-poisonous snakes, reptiles, and large tropical birds (including peacocks). C. Insects. Small arthropod animals confined or cultivated by man for domestic purposes including but not limited to flies, crickets, mosquitoes, beetles, butterflies, and bees. d. Livestock animals. Domesticated animals that may be kept or raised in pens, barns, houses, and pastures for private use. Livestock includes, but is not limited to, cattle, sheep, swine, pot belly pigs, goats, and equine. e. Poultry. Domesticated birds (fowl) customarily kept for eggs or meat. This classification includes chickens, roosters, ducks, geese, turkeys, guinea fowl, and Cornish game hens. 3. Equestrian facility, commercial. Commercial horse, donkey, and mule facilities including horse ranches, boarding stables, riding schools and academies, horse exhibition facilities(for shows or other competitive events), pack stations, and barns, stables, corrals, and paddocks accessory and incidental to these uses. 4. Equestrian facility, hobby. Stables, corrals, and paddocks used by the individual homeowners of corresponding property and their animals. C. Recreation, resource preservation, open space, education, and public assembly uses. 1. Assembly use. A permanent meeting facility for organizations operating on a membership basis for the promotion of the interests of the members, including facilities for business associations; civic, social, and fraternal organizations; labor unions and similar organizations; political organizations; religious organizations; professional membership organizations; and other membership organizations. 2. Cemetery/mausoleum. Land used for the burial of the dead and dedicated for cemetery purposes, including columbariums and mausoleums. Also see Mortuary/funeral home and crematory services. 3. Community center/civic use. Multipurpose meeting and recreational facility typically consisting of one or more meeting or multipurpose rooms, kitchen, and/or outdoor barbecue facilities that are available for use by various groups for such activities as meetings, parties, receptions, dances, etc. 4. Community garden. A privately or publicly owned vacant parcel of land used by the community or a neighborhood for the growing of fruits, vegetables, and culinary herbs 41 Page 262 for personal consumption and/or to be offered for sale on site or at a local certified farmers' market. 5. Convention center. A large building designed to hold a convention, where individuals and groups gather to promote and share common interests. Convention centers typically offer sufficient floor area to accommodate several thousand attendees. Convention centers typically have at least one auditorium and may also contain concert halls, lecture halls, meeting rooms, and conference rooms. Some large resort-area hotels include a convention center. 6. Golf course%lubhouse. A golf course and accessory facilities and uses including clubhouses with bar and restaurant, locker and shower facilities, driving ranges, "pro shops" for on-site sales of golfing equipment, and golf cart storage and sales facilities. 7. Indoor amusement/entertainment facility. An establishment providing amusement and entertainment services in an indoor facility for a fee or admission charge, including, but not limited to, dance halls, ballrooms, bowling alleys, laser tag, inflatable playgrounds, trampoline parks, escape room venues and electronic game arcades, as primary uses. Four or more electronic games or coin-operated amusements in any establishment, or premises where 50% or more of the floor area is occupied by amusement devices, are considered an amusement device arcade as described above; three or less machines are not considered a land use separate from the primary use of the site. 8. Indoor fitness and sports facility, large. An establishment predominantly for participant sports and health activities conducted entirely within an enclosed building greater than 2,500 square feet. Typical uses include bowling alleys, billiard parlors, ice/roller skating rinks, indoor racquetball courts, indoor climbing facilities, soccer areas, athletic clubs, and health clubs. This use classification also includes studio-style facilities such as dance/ballet, yoga, martial arts, and fitness studios. 9. Indoor fitness and sports facility, small. An establishment predominantly for participant sports and health activities conducted entirely within an enclosed building less than or equal to 2,500 square feet. Typical uses include studio-style facilities such as dance/ballet, yoga, martial arts, and fitness studios but may also include uses described in "indoor fitness and sports facilities, large" if they are in an enclosed building less than or equal to 2,500 square feet. 10. Library and museum. A public or quasi-public facility including aquariums, arboretums, art exhibitions, botanical gardens, historic sites and exhibits, libraries, museums, and planetariums, which are generally noncommercial in nature. 11. Outdoor commercial recreation. Facility for various outdoor participant sports and types of recreation where a fee is charged for use (e.g., amphitheaters, amusement and theme parks, golf driving ranges, health and athletic club with outdoor facilities, miniature golf courses, skateboard parks, stadiums and coliseums, swim and tennis clubs, water slides, zoos). 12. Park and public plaza. A public park including playgrounds and athletic fields/courts and public plazas and outdoor gathering places for community use. If privately owned and restricted to the public (e.g., require payment of fee), the same facilities are included under the definition of"outdoor commercial recreation." 13. Public safety facility. Facility operated by public agencies including fire stations, other fire prevention and firefighting facilities, and police and sheriff substations and headquarters, including interim incarceration facilities. 42 Page 263 14. Resource-related recreation. Facility related to passive recreation in open space areas including bicycle and pedestrian trails, picnic areas, parking areas, and interpretive centers. 15. School, academic (private). Any privately owned and operated elementary school, middle school, secondary school, high school, or other institution providing academic instruction for students from kindergarten through 12th grade. This listing also includes a private school operating under a charter from the local school district and not managed directly by the governing body of the public school district (e.g., school board). 16. School, academic (public). Public elementary schools, middle schools, secondary schools, high schools, and any other public school providing academic instruction for students from kindergarten through 12th grade. 17. School, college/university (private). Any privately owned college or university, including medical schools, law schools, and other instruction of higher education, including dorms, offices, facility maintenance yards, offices, and similar supportive functions. 18. School, college/university (public). Public community colleges, colleges, and universities, including dorms, offices, facility maintenance yards, offices, and similar supportive functions. 19. School, specialized education and training. Specialty schools for instructing and training students in a variety of specialized programs, including, but not limited to, computers and electronics training, drama, driver educational, language, music. Includes professional, vocational, and trade schools of a nonindustrial nature (e.g., culinary, cosmetology, arts and media, accounting and finance, health and dental including nursing, legal, psychology, and technology). 20. Theater and auditorium. An indoor facility for public assembly and group entertainment, other than sporting events (e.g., civic theaters, facilities for "live" theater and concerts, exhibition and convention halls, motion picture theaters, auditoriums). Does not include outdoor theaters, concert and similar entertainment facilities, and indoor and outdoor facilities for sporting events; see Outdoor commercial recreation. 21. Tutoring center, large. An indoor facility where instructors teach, coach, or educate students with more than ten instructors and/or students using the facility at any given time. 22. Tutoring center, small. An indoor facility where instructors teach, coach, or educate students with ten or fewer instructors and/or students using the facility at any given time. D. Utility, transportation, public facility, and communication uses. 1. Broadcasting and recording studio. Commercial and public communications uses including radio and television broadcasting and receiving stations and studios, with facilities entirely within buildings. Does not include transmission and receiving apparatus such as antennas and towers. 2. Park and ride facility. A designated area where a vehicle may be left in order for the driver to carpool with other commuters or to ride public transit. 3. Parking facility. A parking lot or parking structure used for parking motor vehicles where the facility is the primary use of the site. Parking structures and lots that are developed in conjunction with another primary use of the site to satisfy the on-site parking requirements for the development are not included in this definition. 4. Transit facility. A maintenance and service center for the vehicles operated in a mass transportation system. Includes buses, taxis, railways, monorail, etc. 43 Page 264 5. Utility facility and infrastructure, fixed-base structures. Fixed-base structures and facilities serving as junction points for transferring utility services from one transmission voltage to another or to local distribution and service voltages. These uses include any of the following facilities that are not exempted from land use entitlements by Government Code section 53091: electrical substations and switching stations, natural gas regulating and distribution facilities, public water system wells, treatment plants and storage, telephone switching facilities, wastewater treatment plants, settling ponds, and disposal fields. These uses do not include office or customer service centers (classified in offices) or equipment and material storage yards. 6. Utility facility and infrastructure, pipelines. Pipelines for potable water, reclaimed water, natural gas, and sewage collection and disposal, and facilities for the transmission of electrical energy for sale, including transmission lines for a public utility company. Also includes telephone, telegraph, cable television, and other communications transmission facilities utilizing direct physical conduits. 7. Wind energy system, small. A machine which can convert kinetic energy in wind into a usable form of electrical or mechanical energy intended primarily for on-site consumption but may transfer excess energy into the electrical grid. E. Retail, service, and office uses. 1. Adult day care facility. State-licensed facility that provides nonmedical care and supervision for more than six adults for periods of less than 24 hours, with no overnight stays. 2. Adult-oriented business. a. Adult bookstore or adult video store. A commercial establishment which has as a significant or substantial portion of its stock-in-trade or derives a significant or substantial portion of its revenues or devotes a significant or substantial portion of its interior business or advertising to the sale, rental for any form of consideration, of any one or more of the following: i. Books, magazines, periodicals, or other printed matter or photographs, films, motion pictures, videocassette tapes, digital video discs, slides, tapes, records, compact discs, or other forms of visual or audio representations which are characterized by an emphasis upon the depiction or description of specified sexual activities or specified anatomical areas. ii. Instruments, devices, or paraphernalia which are designed for use or marketed primarily for stimulation of human genital organs or for sadomasochistic use or abuse of themselves or others. b. Adult cabaret. A nightclub, theater, concert hall, auditorium, bar, or other similar establishment that regularly features live or media presentations of performances by topless or bottomless dancers, go-go dancers, exotic dancers, strippers, or similar entertainers where such performances are distinguished or characterized by an emphasis on specified sexual activities or specified anatomical areas. C. Adult motel. A motel, hotel or similar commercial establishment which: i. Offers public accommodations, for any form of consideration, which provides patrons with closed-circuit television transmissions, films, motion pictures, videocassettes, DVDs, CDs, slides, or other photographic reproductions which are characterized by the depiction or description of 44 Page 265 specified sexual activities or specified anatomical areas and which advertise the availability of this sexually oriented type of material by means of a sign visible from the public right-of-way, or by means of any off- premises advertising including but not limited to, newspapers, magazines, pamphlets or leaflets, radio or television; ii. Offers a sleeping room for rent for a period of time less than ten hours; or iii. Allows a tenant or occupant to sub-rent the sleeping room for a time period of less than ten hours. d. Adult news rack. Any coin-operated machine or device that dispenses material substantially devoted to the depiction of specified sexual activities or specified anatomical areas. e. Adult theater. An enclosed or unenclosed building, to which the public is permitted or invited, used for presenting any form of audio or visual material, and in which a substantial portion of the total presentation time is devoted to the showing of material which is distinguished or characterized by an emphasis on depiction or description of specified sexual activities or specified anatomical areas. f. Adult viewing area. An area in any adult book and/or novelty store, cabaret, theater, motion picture arcade or other adult entertainment business, where a patron or customer would ordinarily be positioned for the purpose of viewing or watching a performance, picture show, or film. g. Bathhouse. An establishment or business that provides the services of baths of all kinds, including all forms and methods of hydrotherapy during which specified anatomical areas are displayed or specified sexual activity occurs. 3. Alcoholic beverage sales. The retail sale of beverages containing alcohol for off- site consumption subject to regulation by the California Department of Alcoholic Beverage Control (ABC)as an off-sale establishment. On-site alcoholic beverage sales are included in the definitions for bar/nightclub and restaurant. 4. Ambulance service. Emergency medical care and transportation, including incidental storage and maintenance of vehicles. 5. Animal sales and grooming. Retail sales of domestic and exotic animals, bathing and trimming services, and boarding of said animals for a maximum period of 72 hours conducted entirely within an enclosed building with no outdoor use. Boarding for periods longer than 72 hours is considered a kennel. 6. Art, antique, collectable shop. Retail sales uses including antique shops, art galleries, curio, gift, and souvenir shops, and the sales of collectible items including sports cards and comic books. Stores selling handcrafted items that are produced on the site are defined separately as artisan shops. 7. Artisan shop. A retail store selling art glass, ceramics, jewelry, and other handcrafted items and supplies needed to create finished items, where the facility includes an area for the crafting of the items being sold. 8. Bail bonds. A business providing a bond or obligation on behalf of a prisoner to insure the prisoner's appearance in court at the return of the writ. 9. Banks and financial services. Financial institutions such as banks and trust companies, credit agencies, holding (but not primarily operating) companies, lending and thrift institutions, and investment companies. Freestanding exterior automated teller machines (ATM) are considered an accessory use and not part of this definition. 45 Page 266 10. Bar/nightclub. Any bar, cocktail lounge, discotheque, or similar establishment, which may also provide live entertainment (e.g., music and/or dancing, comedy, subject to an entertainment permit) in conjunction with alcoholic beverage sales. These facilities do not include bars that are part of a larger restaurant. Includes bars, taverns, pubs, and similar establishments where any food service is subordinate to the sale of alcoholic beverages. Bars and nightclubs may include outdoor food and beverage areas. 11. Bed and breakfast inn. A residential structure with one family in permanent residence with up to six bedrooms rented for overnight lodging, where meals may be provided subject to applicable health department regulations. A bed and breakfast inn with more than six guest rooms is considered a hotel or motel and is included under the definition of hotels and motels. 12. Building materials store and yard. A retail establishment selling lumber and other large building materials, where most display and sales occur indoors. Includes stores selling to the general public, even if contractor sales account for a major proportion of total sales. Includes incidental retail ready-mix concrete operations, except where excluded by a specific zoning district. Establishments primarily selling electrical, plumbing, heating, and air conditioning equipment and supplies are classified in wholesale, storage, and distribution (heavy, light and medium). Hardware stores are listed in the definition of"retail, general," even if they sell some building materials. Also see Home improvement supply store for smaller specialty stores. 13. Business support services. Establishments primarily within buildings, providing other businesses with services such as maintenance, repair and service, testing, rental, etc. Support services include, but are not limited to: a. Equipment repair services (except vehicle repair, see Vehicle services); b. Commercial art and design (production); C. Computer-related services (rental, repair); d. Copying, quick printing, and blueprinting services (other than those defined as printing and publishing); e. Equipment rental businesses within buildings (rental yards are storage yards); f. Film processing laboratories; g. Heavy equipment repair services where repair occurs on the client site; h. Janitorial services; i. Mail advertising services (reproduction and shipping); j. Mail box services and other"heavy service" business services; k. Outdoor advertising services; and I. Photocopying and photofinishing. 14. Call center. An office equipped to handle a large volume of calls, especially for taking orders or servicing customers. 15. Card room.A gambling establishment that offers card games for play by the public. 16. Check cashing business. An establishment that, for compensation, engages in the business of cashing checks, warrants, drafts, money orders, or other commercial paper serving a similar purpose. Also includes establishments primarily engaged in cashing payroll or personal checks for a fee or advancing funds on future checks. This 46 Page 267 classification does not include a state or federally chartered bank, savings association, credit union, or similar financial institution (see Banks and financial services). 17. Child-care facility/center. A facility installed, operated, and maintained for the nonresidential care of children as defined under applicable state licensing requirements for the facility. Such facilities include, but are not limited to, infant centers, preschools, extended day care facilities, or school-age child-care centers as defined in this title. 18. Commercial cannabis activity. Any location providing for the cultivation, possession, manufacture, distribution, processing, storing, laboratory testing, packaging, labeling, transportation, delivery or sale of cannabis and cannabis product for medical, non-medical, or any other purpose and includes the activities of any business licensed by the state or other government entity under Division 10 of the California Business and Professions Code, or any provision of state law that regulates the licensing of cannabis businesses. Commercial cannabis activity does not include the cultivation, possession, storage, manufacturing, or transportation of cannabis by a qualified patient for his or her personal medical use so long as the qualified patient does not provide, donate, sell or distribute cannabis to any other person. Commercial cannabis activity also does not include the cultivation, possession, storage, manufacturing, transportation, donation or provision of cannabis by a primary caregiver, exclusively for the personal medical purposes of no more than five specified qualified patients for whom he or she is the primary caregiver, but who does not receive remuneration for these activities except for compensation in full compliance with California Health and Safety Code section 11362.765. 19. Consignment store. A retail store where goods are placed on consignment, which is the act of placing goods in the hands of another, while still retaining ownership, until the goods are sold. 20. Convenience store. An easy access retail store of 5,000 square feet or less in gross floor area, which carries a range of merchandise oriented to convenience and travelers' shopping needs. These stores may be part of a service station or an independent facility. 21. Crematory services. An establishment providing services involving the care, preparation, and disposition of human and/or animal remains by means of cremation. Uses typically include, but are not limited to, crematories and crematories with embalming services. 22. Drive-in and drive-through sales and service. A use where a customer is permitted or encouraged, either by the design of physical facilities or by the service and/or packaging procedures offered, to be served while remaining seated within an automobile including, but not limited to, drive-through food, financial services, and automatic car washes. 23. Equipment sales and rental. Service establishments with outdoor storage/rental yards, which may offer a wide variety of materials and equipment for rental (e.g., construction equipment). 24. Feed and tack store. A retail store selling animal food and equestrian supplies. 25. Furniture, furnishing, and appliance store. A store engaged primarily in selling the following products and related services, including incidental repair services: draperies, floor coverings, furniture, glass and chinaware, home appliances, home furnishings, home sound systems, interior decorating materials and services, large musical instruments, lawn furniture, movable spas and hot tubs, office furniture, other household electrical and gas appliances, outdoor furniture, refrigerators, stoves, and televisions. 47 Page 268 26. Garden center/plant nursery. Establishments providing for the cultivation and sale of ornamental trees, shrubs, and plants, including the sale of garden and landscape materials (packaged and/or bulk sale of unpackaged materials) and equipment. 27. Grocery store/supermarket. A retail business where the majority of the floor area open to the public is occupied by food products packaged for preparation and consumption away from the site of the store. Such uses may include up to ten percent of floor area for alcohol sales. These full-service businesses do not typically have limited hours of operation. 28. Gun sales. A business whose primary use is the sale of firearms, ammunition and related materials. 29. Home improvement supply store. An establishment (retail or wholesale) that sells kitchen, bath, carpeting, and other home-oriented supplies. Other retail uses are permitted if accessory to the primary use. These uses may include an expansive showroom. This use classification is a subcategory of the larger building materials stores and yards use classification and may be combined with or separate from such uses. 30. Hookah shop. Any facility or location whose business operation includes as an outdoor accessory use the smoking of tobacco or other substances through one or more pipes (commonly known as a hookah, waterpipe, shisha, or narghile) designed with a tube passing through an urn of water that cools the smoke as it is drawn through it, including but not limited to establishments known variously as hookah bars, hookah lounges, or hookah cafes. 31. Hotel. A facility with guest rooms or suites rented to the general public for transient lodging (less than 30 days). Hotels provide access to most guest rooms from an interior walkway and typically include a variety of services in addition to lodging, for example, restaurants, meeting facilities, personal services, etc. A hotel also includes accessory guest facilities such as swimming pools, tennis courts, indoor athletic facilities, accessory retail uses, etc. 32. Internet cafe. A cafe whose customers sit at computer terminals or bring portable computers and log on to the Internet while they eat and drink. 33. Kennel, commercial. A facility that provides boarding of animals as the primary use of the facility. May also include daytime boarding and activity for animals (e.g., "doggie day-care") and ancillary grooming facilities. Also see Animal sales and grooming. 34. Liquor store.A retail establishment which has 50% or more of the shelving or gross floor area devoted to the public display and sale of alcoholic beverages for off-site consumption. 35. Maintenance and repair, small equipment. Establishments providing on-site repair and accessory sales of supplies for appliances, office machines, home electronic/mechanical equipment, bicycles,tools, or garden equipment, conducted entirely within an enclosed building. Does not include maintenance and repair of vehicles. 36. Massage establishment. Any establishment where customers can receive a massage either as a primary or accessory function and where all massage therapists and practitioners are certified by the California Massage Therapy Council. 37. Medical services, extended care. Residential facilities providing nursing and health-related care as a primary use with inpatient beds, such as board and care homes, convalescent and rest homes, extended care facilities, and skilled nursing facilities. Long- term personal care facilities that do not emphasize medical treatment are included under Residential care home. 48 Page 269 38. Medical services, general. Facility primarily engaged in providing outpatient medical, mental health, surgical, and other personal health services, but which is separate from hospitals, including medical and dental laboratories, medical, dental, and psychiatric offices, outpatient care facilities, and other allied health services. Counseling services by other than medical doctors or psychiatrists are included under Office, business and professional. 39. Medical services, hospitals. Hospitals and similar facilities engaged primarily in providing diagnostic services and extensive medical treatment, including surgical and other hospital services. These establishments have an organized medical staff, inpatient beds, and equipment and facilities to provide complete health care. May include on-site accessory clinics and laboratories, accessory retail uses (see the separate definition of "retail, accessory"), and emergency heliports. 40. Mobile hot food truck. Any vehicle, as defined in Vehicle Code section 670, which is equipped and used for retail sales of prepared prepackaged or unprepared unpackaged food or foodstuffs of any kind. For the purposes of this section, a mobile food vehicle shall also include any trailer or wagon equipped and used as described in this paragraph and pulled by a vehicle. 41. Mortuary/funeral home. A funeral home and parlor, where the deceased are prepared for burial or cremation and funeral services may be conducted. This use does not include crematorium, which is a separate use classification. 42. Office, accessory. An office that is incidental and accessory to another business or sales activity that is the primary use (part of the same tenant space or integrated development). The qualification criteria for this definition is that the floor area of the accessory office use shall not exceed 50% of the total net habitable or leasable floor area of the tenant space for a single-use development or the combined floor area of an integrated development for a mixed-use project. 43. Office, business and professional. This use listing includes offices of administrative businesses providing direct services to consumers (e.g., insurance companies, utility companies), government agency and service facilities (e.g., post office, civic center), professional offices (e.g., accounting, attorneys, public relations), and offices engaged in the production of intellectual property (e.g., advertising, architecture, computer programming). This use does not include medical offices (see Medical services, general); temporary offices, or offices that are incidental and accessory to another business or sales activity that is the primary use (see Office, accessory). Outdoor storage of materials is prohibited. 44. Pawnshop. Any room, store, building, or other place in which the business of pawn brokering, or the business of lending money upon personal property, pawns, or pledges, or the business of purchasing articles from vendors or their assignees at prices agreed upon at or before the time of such purchase, is engaged in, carried on, or conducted. 45. Personal services. Establishments providing nonmedical services as a primary use, including, but not limited to, barber and beauty shops (including permanent makeup), weight loss clinics, day spas, spiritualist reading or astrology forecasting, clothing rental, dry cleaning pickup stores with limited equipment, home electronics and small appliance repair, laundromats (self-service laundries), shoe repair shops, and tailors. These uses may also include accessory retail sales of products related to the services provided. This use classification does not include massage or tattoo establishments, which are separately classified herein. 49 Page 270 46. Restaurant. A retail business selling food and beverages prepared and/or served on the site, for on- or off-premises consumption. Includes eating establishments where customers are served from a walk-up ordering counter for either on- or off-premises consumption and establishments where most customers are served food at tables for on- premises consumption but may include providing food for take-out. Also includes coffee houses and accessory cafeterias as part of office and industrial uses. Restaurants are divided into three categories as follows: a. Restaurant, no liquor service. Restaurants that do not serve liquor, including fast food establishments. b. Restaurant, beer and wine. Restaurants with liquor services limited to beer and wine for on-site consumption. May also include the brewing of beer as part of a brewpub or micro-brewery. c. Restaurant, full liquor service. Restaurants with a full range of liquor service, including beer, wine, and distilled spirits, all for on-site consumption. 47. Retail, accessory. The retail sales of various products and services (including food service) in a subtenant store, space, or other clearly defined/dedicated area that is located within a building occupied by a primary tenant such as a health care facility, hotel, office building, or department store, supermarket, or warehouse store. These uses include, but are not limited to: a. Pharmacies, gift shops, and food services within a health care facility; b. Travel services, convenience stores, and food services within a hotel; c. Food services within an office building; and d. Food services and banking within a department store, supermarket, or warehouse store. The floor area of the subtenant store/unit, space, or other clearly defined/dedicated area occupied by the retail, accessory use shall not exceed 25% of the gross floor area of the primary tenant. 48. Retail, general. Stores and shops selling single and multiple lines of merchandise. These stores and lines of merchandise include, but are not limited to, bakeries (all production in support of on-site sales), clothing and accessories, collectibles, department stores, drug and discount stores, dry goods, fabrics and sewing supplies, florists and houseplant stores (indoor sales, only; outdoor sales are plant nurseries and included in the definition of"garden center/plant nursery"), general stores, gift shops, hardware, hobby materials, musical instruments, parts and accessories, newsstands, pet supplies specialty shops, sporting goods and equipment, stationery, and variety stores. 49. Retail, warehouse club. Retail stores that emphasize the packaging and sale of products in large quantities or volumes, some at discounted prices. Sites and buildings are usually large and industrial in character. Patrons may be required to pay membership fees. 50. Secondhand dealer. Any business where the primary or ancillary use includes buying, selling, trading, accepting for sale on consignment, accepting for auctioning, or auctioning secondhand tangible personal property such as "cash for gold." This use classification does not include a "coin dealer" or participants at gun shows or events, pawnshops or secondhand stores. 51. Shooting range. An establishment in which the primary use is an enclosed firing range with targets for rifle or handgun practice, training, or both. The establishment may include an ancillary retail space for a business that is engaged in the sale, transfer, 50 Page 271 exchange, leasing or vending of firearms, ammunition and/or related materials. The ancillary retail component may not exceed 25% of the gross floor area and may not engage in businesses related to the operation of pawnshops, secondhand stores or thrift stores as defined in this title. 52. Smoke shop. An establishment that either devotes more than 15% of its total floor area to smoking, drug, and/or tobacco paraphernalia or devotes more than a two-foot by four-foot(two feet in depth maximum)section of shelf space for display for sale of smoking, drug, and/or tobacco paraphernalia. 53. Specialty food store. A store selling specialty food ingredients, which typically preserve, emulsify, color, help process, and in some cases add an extra health dimension to produced food. 54. Tattoo shop. Any establishment that engages in the business of tattooing and/or branding human beings. 55. Thrift store. A retail establishment selling secondhand goods donated by members of the public. 56. Veterinary facility. Veterinary facility that is primarily enclosed, containing only enough cage arrangements as necessary to provide services for domestic and exotic animals requiring acute medical or surgical care with accessory outdoor use that provides long-term medical care. Grooming and boarding of animals is allowed only if accessory to the facility use. F. Automobile and vehicle uses. 1. Auto and vehicle sales and rental. Retail establishments selling and/or renting automobiles, trucks, and vans. Includes the sales and rental of mobile homes, recreational vehicles, and boats. May also include repair shops and the sales of parts and accessories, incidental to vehicle dealerships. Does not include the sale of auto parts/accessories separate from a vehicle dealership (see Auto parts sales), bicycle and moped sales (see Retail, general), tire recapping establishments (see Vehicle services, major), businesses dealing exclusively in used parts (see Recycling facility, scrap and dismantling), or service station, all of which are separately defined. 2. Auto and vehicle sales, autobroker. Establishments providing the service of arranging, negotiating, assisting or effectuating, for a fee or compensation, the purchase of a new or used vehicle, not owned by the broker for a person(s). This use, consistent with the licensing guidelines from the California Department of Motor Vehicles does not allow for the storage or display of vehicles on site. 3. Auto and vehicle sales, wholesale. Wholesale establishments selling new and used vehicles to licensed commercial auto dealers. This use, consistent with the licensing guidelines from the California Department of Motor Vehicles does not allow for the storage or display of vehicles on site. 4. Auto and vehicle storage. Facilities for the storage of operative and inoperative vehicles for limited periods of time. Includes, but is not limited to, storage of parking tow- aways, impound yards, fleet yards and storage lots for automobiles(excluding recreational vehicles), trucks, and buses. Does not include retail sales (see Auto and vehicle sales, wholesale). 5. Auto parts sales. Stores that sell new automobile parts, tires, and accessories. May also include minor parts installation (see Vehicle services). Does not include tire recapping establishments, which are found under Vehicle services, major, or businesses 51 Page 272 dealing exclusively in used parts, which are included under Auto and vehicle sales, wholesale. 6. Car washing and detailing. Permanent, drive-through, self-service, and/or attended car washing establishments, including fully mechanized facilities. May include detailing services. Temporary car washes (e.g., fundraising activities generally conducted at a service station or other automotive-related business, where volunteers wash vehicles by hand and the duration of the event is limited to one day) are not part of this use classification. 7. Recreational vehicle storage. Facilities for the storage of recreational vehicles for limited periods of time. 8. Service station. A retail business selling gasoline or other motor vehicle fuels. May include a convenience store. Vehicle services which are incidental to fuel services are included under Vehicle services, minor. 9. Vehicle services, major. The repair, alteration, restoration, towing, painting, or finishing of automobiles, trucks, recreational vehicles, boats, and other vehicles as a primary use, including the incidental wholesale and retail sale of vehicle parts as an accessory use. This use includes major engine and/or transmission repair and bodywork- repair facilities dealing with entire vehicles; such establishments typically provide towing, collision repair, other bodywork, and painting services and may also include tire recapping establishments. 10. Vehicle services, minor. Minor facilities specialize in limited aspects of repair and maintenance (e.g., muffler and radiator shops, quick-lube, smog check, and tires). Does not include repair shops that are part of a vehicle dealership on the same site (see Auto and vehicle sales) or automobile dismantling yards, which are included under Recycling facility, scrap and dismantling. G. Industrial, manufacturing, and processing uses. 1. Commercial (secondary/accessory)—Industrial. On-site, retail sales of products within an industrial building (the subject building) for walk-in customers and/or will call customers who order products via the internet/telephone or at a separate location such as a retail store. This use is secondary/accessory to the primary industrial use(s) that occur on-site and/or within the subject building, such as manufacturing, wholesale, storage, and distribution. The products available for retail sale shall be limited to products that are manufactured on-site or within the subject building, that are primarily sold on a wholesale basis, and/or are stored in, and/or distributed from, the subject building. Such products include, but are not limited to: a. Personal/home electronic equipment and accessories; b. Home improvement materials (tile,flooring, carpet, wall covering, etc.); and C. Automotive accessories (wheels, tires, engine components, etc.). This classification allows, but does not require, physical retail and/or display/showroom space within the subject building. If such space is proposed/required, then the floor area used for that purpose shall only occupy the floor area that was originally designated for the office of the subject building, or 25 percent of the gross floor area of the subject building, whichever is less, and shall be subject to the parking requirements for retail uses as described in Table 17.64.050-1 — Parking Requirements by Land Use. Use of, and/or expansion into, areas of the building previously designated for storage, warehousing, or manufacturing is only permitted if it is demonstrated that the number of parking stalls that exist on-site for the overall subject building complies with the parking requirements 52 Page 273 described in Table 17.64.050-1. A use not permitted to operate as a principal use, such as a marijuana dispensary, is not permitted within this land use classification. A use that requires a conditional use permit, entertainment permit, or adult entertainment permit in order to operate as a principal use is subject to the same permitting requirements within this land use classification. 2. Commercial (re-purposing)—Industrial. A set of multiple commercial uses operating together as subtenants in a building that was originally designed for a single industrial tenant such as a warehouse, or a single commercial tenant such as a department store. This land use classification applies only to commercial uses that, individually, could not utilize the entire floor space of the subject building and, therefore, would not operate as the sole, primary tenant of the building. This classification does not apply to single tenants/uses that could utilize the entire floor space of the subject building. Characteristics of this land use classification include, but are not limited to: a. An open floor plan with tenant demising walls that do not extend to the ceiling; b. Exterior wall signs that only provide identification of the subject building; c. Common, non-exclusive floor area within the interior of the building, and the exterior in the vicinity of the building, for use by the customers of all tenants; d. Tenant spaces with no direct access to the exterior of the building; and e. Shared parking. All proposals for re-purposing buildings shall require the submittal of a conditional use permit for review and approval by the planning director, and the submittal of a parking study prepared by a qualified traffic/parking engineer for review and acceptance by the director of engineering services/city engineer and planning director. With the exception of specific uses identified in Table 17.30.030-1, a use that is not permitted to operate as a principal use, such as a marijuana dispensary, is not permitted within this land use classification. A use that requires a conditional use permit, entertainment permit, or adult entertainment permit in order to operate as a principal use is subject to the same permitting requirements within this land use classification. 3. E-Commerce Distribution. Activities that involve the buying, selling, and distribution of products and associated services over the internet or through mobile applications. Products are transported using freight trucks and stored in warehouses or fulfillment centers to then be distributed to designated shipping locations using delivery trucks. Includes the following categories of e-commerce distribution: a. Distribution/Fulfillment Center. A fulfillment center or similar use's primary purpose is storage and distribution (non-sort) of e-commerce products to consumers or end-users, either directly or through a parcel hub. These facilities shall have a minimum ceiling height of 24 feet. 1) Distribution/Fulfillment Center, Large. A distribution/fulfillment center with a minimum gross floor area over 50,000 square feet. 2) Distribution/Fulfillment Center, Small. A distribution/fulfillment center with 50,000 square feet or less in gross floor area. b. Parcel Sorting Facilities. An establishment for sorting and/or re-distribution of parcels or products from distribution/fulfillment centers to a parcel hub via intramodal transit truck-to-truck. C. Parcel Hub. A"last mile" facility or similar establishment for the processing and/or re-distribution of parcels or products. A parcel hub's primary function is 53 Page 274 moving a shipment from one mode of transport to another for delivery directly to consumers or end-users. 1) Parcel Hub, Large. A parcel hub facility with a minimum gross floor area over 130,000 square feet. 2) Parcel Hub, Small. A parcel hub facility with less than 130,000 square feet in gross floor area. 4. Food processing/manufacturing. Activities include methods of turning fresh foods into food products through various processes including, for example, washing, chopping, pasteurizing, freezing, fermenting, packaging, and cooking. 5. Lumber Yard. Activities include the storage, sale, and display of lumber, wood, and building construction products. Lumber and wood products may be stored outside or within a structure. On-site milling and planing of wood is prohibited. 6. Maker Space. Activities typically include, but are not limited to on-site, small-scale production of tangible goods including assembly of completely hand-fabricated parts or hand-fabrication of custom or craft goods not for mass production. Examples of maker space uses include ceramic studios, fabrics, inlays, needlework, weaving, leatherwork woodwork, 3D printing, laser cutting, local food and beverage production, metal or glass work, candle making, or custom jewelry. Goods are predominantly manufactured and fabricated involving only the use of hand tools or domestic-scaled mechanical equipment and kilns not exceeding 20 square feet in size. Retail sales are permitted on site. Accessory retail areas cannot exceed 30 percent of the maker space floor area. 7. Manufacturing, custom. Activities typically include, but are not limited to, manufacturing, processing, assembling, packaging, treatment, or fabrication of custom- made products. These types of business establishments do not utilize raw materials for their finished products, but rather may utilize semi-finished type of manufactured materials for their custom made-to-order products. The finished products from these business establishments are ready for use or consumption and may include on-site wholesale and retail of the goods produced. Examples of custom manufacturing uses include, but are not limited to household furniture, apparel products, electrical instruments signs and advertising displays, and assembly of bicycle parts. The uses do not produce odors, noise, vibration, or particulates that would adversely affect uses in the same structure or on a same site. Where 24-hour on-site surveillance is necessary, a caretaker's residence may be permitted when approved by a minor use permit. 8. Manufacturing, Green Technology. Activities typically include, but are not limited to, manufacturing, processing, assembling, packaging, treatment, or fabrication of finished made-to-order products utilizing semi-finished manufactured materials rather than raw materials. Examples of green technology manufacturing uses include, but are not limited to solar panels, wind turbines, geothermal system components, and batteries for electric vehicles/bicycles. The uses do not typically produce odors, noise, vibration, or particulates that would adversely affect uses in the same structure or on a same site. Where 24-hour on-site surveillance is necessary, a caretaker's residence may be permitted with a minor use permit. 9. Manufacturing, light. Activities typically include, but are not limited to, labor- intensive manufacturing, assembly, fabrication, or repair processes which do not involve large container truck traffic or the transport of large-scale bulky products but may include limited rail traffic. The new product may be finished in that it is ready for use or consumption or it may be semi-finished to become a component for further assembly and packaging. These types of business establishments are customarily directed to the 54 Page 275 wholesale market, inter-plant transfer, rather than direct sale to the consumer. Such uses may include, but are not limited to, electronic microchip assembly; printing, publishing, and allied industries; food processing and manufacturing; candy and other confectionery products; bottled or canned soft drinks and carbonated water; apparel and other finished products; paperboard containers and boxes; drugs; medical equipment; and small fabricated metal products such as hand tools, general hardware, architectural, and ornamental metal work and toys, amusement, sports, and athletics goods. The activities do not produce odors, noise, vibration, hazardous waste materials, or particulates that would adversely affect other uses in the structure or on the same site. Where 24-hour on- site surveillance is necessary, a caretaker's residence may be permitted when approved by a minor use permit. a. Manufacturing, Light—Large. A light manufacturing facility with a minimum gross floor area over 50,000 square feet b. Manufacturing, Light — Small. A light manufacturing facility with 50,000 square feet or less in gross floor area. 11. Microbrewery. A small-scale brewery operation dedicated to the production of specialty beers and producing less than 15,000 barrels (465,000 U.S. gallons) per year. Ancillary on-site tasting and/or retail sales of beers produced on-site for off-site consumption may be permitted when approved by a conditional use permit. 12. Printing and publishing. Establishments engaged in printing by letterpress, lithography, gravure, screen, offset, or electrostatic (xerographic) copying, and other establishments serving the printing trade including bookbinding, typesetting, engraving, photoengraving, and electrotyping. This use also includes establishments that publish newspapers, books, and periodicals, and establishments manufacturing business forms and binding devices. Does not include "quick printing" services or desktop publishing which are included in "business support services." 13. Recycling facility, collection. A recycling facility used for the acceptance by donation, redemption, or purchase of recyclable materials from the public that does not occupy more than 500 square feet. This classification may include a mobile unit, kiosk- type units that may include permanent structures, and unattended containers placed for the donation of recyclable materials. Also includes so-called "reverse vending machines," an automated mechanical device that accepts one or more types of empty beverage containers including, but not limited to, aluminum cans, glass bottles, and plastic bottles, and issues a cash refund or a redeemable credit slip with value of not less than the container's redemption value as determined by the state. 14. Recycling facility, processing. A recycling facility located in a building or enclosed space and used for the collection and processing of recyclable materials. Processing means the preparation of material for efficient shipment or to an end-user's specifications by such means as baling, briquetting, compacting, flattening, grinding, crushing, mechanical sorting, shredding, cleaning, and remanufacturing. Collection of recycling materials as the sole activity is included in the definition of Recycling facility, collection. 16. Research and development. Indoor facilities for scientific research, and the design, development, and testing of electrical, electronic, magnetic, optical, and mechanical components in advance of product manufacturing, that is not associated with a manufacturing facility on the same site. Includes, but is not limited to, chemical, medical, and biotechnology research and development. Does not include computer software companies (see Office, business and professional), soils and other materials testing laboratories (see Business support services). 55 Page 276 17. Storage, personal storage facility. A structure or group of structures containing generally small, individual, compartmentalized stalls or lockers rented as individual storage spaces and characterized by low parking demand. 18. Storage warehouse. Facility for the storage of furniture, household goods, or other commercial goods of any nature. Includes cold storage. Does not include warehouse, storage, or mini-storage facilities offered for rent or lease to the general public (see Storage, personal storage facility) or warehouse facilities in which the primary purpose of storage is for wholesaling and distribution (see Wholesale, storage and distribution (medium and light)). 21. Wholesale, storage, and distribution, light. Activities typically include, but are not limited to, wholesaling, storage, and warehousing services and storage and wholesale to retailers from the premises of finished goods and food products. Activities under this classification shall be conducted in enclosed buildings and occupy 50,000 square feet or less of building space. Retail sales from the premises may occur when approved by a conditional use permit. 22. Wholesale, storage, and distribution, medium. Activities typically include, but are not limited to, wholesale, storage, and warehousing services; moving and storage services; storage and wholesaling to retailers from the premises of finished goods and food products; and distribution facilities for large-scale retail firms. Activities under this classification shall be conducted in enclosed buildings and occupy greater than 50,000 square feet of building space. Included are multi-tenant or speculative buildings with over 50,000 square feet of warehouse space. 23. Work/Live. A building or spaces within a building used jointly for commercial and residential purposes where the residential use of the space is secondary or accessory to the primary use as a place of work. Typical types of work include small-scale, custom manufacturing of goods with limited on-site sales. The dedicated work area must be at least twice the size of the residential area with no more than two inhabitants living on the premises. Work/Live uses are typically found in industrial zones and have a maximum gross floor area of 30,000 square feet. 56 Page 277 EXHIBIT H Amendments to Chapter 17.36 (Development Standards by Base Zoning District) Amended Section: 17.36.040 Development standards for industrial districts. 17.36.040 Development standards for industrial districts. A. Purpose and applicability. The purpose of this section is to establish minimum development standards that are unique to development projects within the Industrial Zoning Districts. Development standards in this section apply to all land designated on the zoning map within an Industrial Zoning District. B. Industrial districts. As identified in chapter 17.26 (Establishment of Zoning Districts), the city includes three Industrial Zoning Districts: Industrial Park (IP), Neo-Industrial (NI), and Industrial Employment (IE). C. Industrial site development standards. General site development standards for Industrial Zoning Districts are listed in Table 17.36.040-1 (Development Standards for Industrial Zoning Districts). These development standards supplement the development standards in article IV(Site Development Provisions) that apply to all zoning districts (e.g., parking, signs, landscaping, and lighting). TABLE 17.36.040-1 DEVELOPMENT STANDARDS FOR INDUSTRIAL ZONING DISTRICTS Development Standard/Zoning IP NI IE District Lot area (minimum)�'� 0.5 ac 0.5 ac 5 ac o) 2 ac Lot width (minimum) (3) 100 ft 100 ft 100 ft Min. Setback (ft.) (4) Front yard (and Street Side Yard) See Table 17.36.040-2 Major Arterial and Special 45 ft 45 ft 45 ft Boulevard Secondary 35 ft 35 ft 35 ft Local/Collector 25 ft 25 ft 25 ft Interior Side yard 5 ft (5) 5 ft(5) 5 ft(5) Rear yard O ft (5) 0 ft (5) O ft (5) Distance Between Buildings Primary buildings Must meet current building code requirements Accessory buildings Must meet current building code requirements Max. Building Height(ft.) Primary buildings(7) 35 feet at the front setback line 45 ft 45 ft 65 ft Accessory buildings - Detached 25 ft 25 ft 25 ft Accessory buildings — Attached -- 35 ft 35 ft Maker Space Floor Area Ratio (Ratio of building floor area to lot square footage) Floor area ratio 0.4-0.6 (8) 0.4-0.6 (9) 0.4-0.6 (9) 57 Page 278 Max. Building Footprint(sq. ft.) Primary Building (11) -- 200,000 450,000 Accessory Building - Detached -- 5,000 10,000 Accessory Building —Attached Maker 30,000 30,000 Space Min. Open Space (minimum percentage of open space per parcel or project) Open space/landscape area 15% 10% 100 (2)/5% Performance standards (see chapter A A C/B (2) 17.66) Table notes: Condominium lots. Condominium lots and lots within an approved master planned development are exempt from required minimum parcel size and dimension requirements. (2) The following applies within 1,000 feet of Arrow Route:minimum 2-acre lot area; 10%minimum landscape area;and the"B"level performance standards(chapter 17.66). (3) Setbacks shall be the minimum required under the city's currently adopted building code. (4) Setback shall be increased to 45 feet when abutting a residential property line or adjacent to Interstate 15. (6) See Table 17.36.040-2 for parcels abutting special boulevards as indicated in Figure 17.36.040-1 (Special Streetscape Requirements). (6) Buildings used for industrial uses that exceed 35 feet in height shall be set back an additional one foot from the front setback line for each one foot of building height up to a maximum setback of 70 feet.The portion of the building used for offices are not subject to this requirement. (7) Heights over 75 feet may be permitted with a conditional use permit. (6) For hotels and motels,the maximum floor area ratio is 1.0(100 percent). (9) Parking structures in the Neo-Industrial (NI) and Industrial Employment (IE) Zoning Districts are exempt from floor area ratio requirements. (10) Conditional use permit approval by the city council is required for all industrial buildings larger than 75,000 square feet in gross floor area.See Section 17.20.060(Conditional use permit).A master plan is required for all industrial buildings larger than 450,000 square feet in gross floor area. D. Other miscellaneous industrial development standards. 1. Special streetscape. Future development and redevelopment within industrial areas shall be consistent with the special streetscape standards listed in Table 17.36.040- 2 (Streetscape Setback Requirements) and as depicted in Figure 17.36.040-1 (Special Streetscape Requirements). TABLE 17.36.040-2 STREETSCAPE SETBACK REQUIREMENTS Average Depth of Building Setback(2,3, Street Type Landscape(',2) 4,6) Parking Setback Major Arterial, Special 45 ft 45 ft 25 ft Boulevard, and Interstate 15 Secondary 35 ft 35 ft 20 ft Local/Collector 25 ft 25 ft 15 ft Table notes: The average depth shall be uninterrupted from the face of curb, except for sidewalks, pedestrian hardscape, plazas and courtyards,and monument signs. (2) Parcels less than 225 feet in depth from the ultimate curb face on special boulevards are not required to provide an average depth of landscaping or building setback greater than 25 feet or 20%the depth of the property,whichever is greater. (3) As determined from the face of curb. (4) Average depth of landscaping must still be provided. 58 Page 279 e Street frontage walls and fences over 3 feet in height are subject to building setbacks. s Setbacks may be increased based on building height.See Table 17.36.040-1. 2. Accessory maker spaces. Accessory maker spaces are required in or adjacent to all new buildings that exceed 200,000 square feet in gross floor area in the Neo-Industrial (NI)_and Industrial Employment (IE) Zoning Districts, subject to the following standards: a. A minimum gross floor area of 3,000 sq.ft. and a maximum gross floor area of 30,000 square feet. b. Accessory maker spaces shall face main arterial roads adjacent to the site. C. Maker space building frontages shall include either an at-grade loading area or an above-grade loading area on a terraced entry. FIGURE 17.36.040-1 SPECIAL STREETSCAPE REQUIREMENTS 59 Page 280 Streetscape Setback Requirements for Major Arterials and Special Boulevards 45'Minimum 45'AverageDept'h 25'Minimum Building Setback of Landscaping Parking Setback i ;r Streetscape Setback Requirements for Secondary Streets 35'Minimum 35'AverageDepth 20'Minimum Building Setback of Landscaping Parking Setback v ,'r - )il Streetscape Setback Requirements for Local Streets 25'Minimum 25'AverageDepth 15'Minimum Building Setback of Landscaping Parking Setback I � 3. Special building height standards. Building height limits shall not exceed the height limits prescribed in the LA/Ontario International Airport Compatibility Plan. For areas within the High Terrain Zone, the building height limit shall be 70 feet. Buildings or structures greater than 70 feet in height within the High Terrain Zone are subject to the ONT-IAC Project Notification Process and require a Federal Aviation Administration (FAA)exception (Obstruction Evaluation - Form 7460). In cases where the LA/Ontario International Airport Compatibility Plan permits heights greater than 70 feet, building height limits shall be limited to maximum of height of 75 feet, unless a conditional use permit is granted permitting heights greater than 75 feet. 60 Page 281 4. Special height exceptions for ancillary equipment. Within the Industrial Employment(IE)Zoning District, height exceptions maybe granted for ancillary equipment with special design and landscape considerations as follows: a. Maximum 90 feet with approval of a minor exception with the additional findings that the ancillary equipment is designed in a manner that integrates well within the subject site and existing and/or proposed landscaping will buffer the views of ancillary equipment from designated view corridors. b. Maximum 120 feet with approval of a conditional use permit with the additional findings that the ancillary equipment is designed in a manner that integrates well within the subject site and existing and/or proposed landscaping will buffer the views of ancillary equipment from designated view corridors. 5. Interim uses. Certain industrial properties may be vacant without any immediate plans for site development. In these instances, the properties may be utilized for a defined list of interim uses for a limited time period as specified below. The uses permitted within this section are supplemental to the uses listed in chapter 17.30 (Allowed Land Uses by Base Zoning District). a. Permitted interim uses include agricultural crops, roadside stands, farmers market, community garden, and private parks and picnic areas. b. Minor use permit required. Prior to the establishment of an interim use, a minor use permit shall be approved. C. Time period. The maximum time period for an interim use is five years. d. Conditions. At a minimum, the conditions should include an agreement between the city and the applicant stipulating timing, installation of permanent improvements and buildings, and/or restoration of the site to its original condition. At the end of five years, the use shall be removed or the site developed in accordance with the full development regulations of any adopted plan. 6. Interim use standards. The following standards shall apply in all industrial areas for interim uses: a. The minimum streetscape and parking setback requirement shall be contiguous with the ultimate right-of-way line, but in no case less than ten feet. b. No minimum landscape coverage requirements are required, except where necessary for screening purposes as determined by the planning director. C. All parking and storage areas shall be paved with slag, crushed aggregate, asphaltic concrete, concrete, or similar materials. The location, number, and design of the parking and storage areas shall be in accordance with Code requirements. d. All parking and storage areas, and other interim uses which require screening as determined by the planning director, shall be screened from public view through a combination of landscaping and fencing. Fencing may include a six-foot chain-link fence with slats, masonry or concrete, wood, or decorative metal. Screening must be maintained in good condition at all times. e. Landscaping required for screening purposes shall include 15-gallon trees and five-gallon shrubs to provide a dense landscape buffer to afford maximum screening from the public view, satisfactory to the planning director. 7. Rail service. If rail service is needed for properties which adjoin existing or proposed lead or spur lines, the following rail service access standards, unless modified 61 Page 282 by the rail service provider or the public utilities commission, shall apply: Rail crossings and any spur construction must be approved by the rail service provider and the public utilities commission. The following rail service standards, unless modified by the railroad or the public utilities commission, shall apply: a. Minimum easement width for a lead line, single track shall be 32 feet. b. Minimum easement width for a double rail track shall be 41 feet. C. The minimum radius of curvature for a track shall be 180 feet. d. The maximum gradient along spur tracks shall not exceed two percent. e. Dock height shall be no less than 4.5 feet above the top of the spur track. f. Road crossings at grade must be avoided wherever possible. g. Spur trackage is not permitted along any frontage between a building and a public right-of-way and must be confined to the side or rear yard area of the building that the rail spur serves. h. Rail loading areas shall be screened from view from the public right-of-way by a wall that matches the architecture, materials, colors, etc. of the building that the rail spur serves. i. Spur tracks shall not encroach onto/across any required parking stalls. Spur tracks shall not encroach across drive aisles for automobile / heavy truck and/or emergency vehicle access except when it is necessary to connect the main rail line with the rail loading area. j. Lot divisions and building layouts for properties which adjoin existing or proposed lead and spur lines shall be done in a manner to ensure full potential of future rail access and use and should not preclude rail access to other properties adjacent to such rail lines. Subdivisions, which could reduce a property's ability to accommodate potential rail served developments, may not be authorized. k. Building design shall include rail service features to ensure the potential use of available spur lines. I. Finished floor elevations and dock height door or"kick out"wall panels shall be provided in all properties abutting rail lines. M. The above-referenced rail service development standards may be amended or deleted on a site-by-site basis during the development review process. The following must be determined by the planning commission in order to authorize any modification of the rail service standard: i. That the installation of a lead or spur track cannot be accomplished due to physical constraints on or adjacent to the project site; and ii. Other existing or potential rail service properties will not be negatively affected in their ability to accommodate rail service activity as a result of modifications to the standards. 8. Equipment screening. The following screening standards shall apply to equipment such as HVAC units, storage tanks, ducting, etc.: a. All roof, wall, and ground mounted equipment shall be screened and not visible from the public right-of-way within the Neo-Industrial (NI) Zoning District. b. Wherever possible, all roof, wall and ground mounted equipment shall be screened and not visible from the public right-of-way within the Industrial Employment (IE) Zoning District. 62 Page 283 C. The visibility of any equipment from the public right-of-way shall be determined by "line-of-sight" and measured from a point that is 6 feet above the finished surface of the centerline of the public right-of-way, e.g. street. d. All screening of roof mounted equipment shall be accomplished with a parapet wall that is consistent and compatible with the architecture, materials, colors, etc. of the building. Where a parapet wall is not possible, then a screen shall be provided to enclose the roof mounted equipment. This enclosure is exempt from the building height requirement established in Table 17.36.040-1 (Development Standards for Industrial Zoning Districts). Where roof mounted mechanical equipment and/or ductwork projects less than 18 inches above the roof or roof parapet it shall be painted consistent with the color scheme of the building. 9. Design standards. The following design standards apply to all new developments in the Neo-Industrial (NI) and Industrial Employment (IE) Zoning Districts: a. Site design standards i. General site design • Site elements such as buildings, parking areas, driveways, sidewalks, and outdoor recreational spaces must be arranged to emphasize the aesthetically pleasing components of the site (e.g., landscaping and the superior architectural design of office building element (refer to b. (Building design standards)) and to screen less attractive elements (e.g., service facilities, loading docks, outdoor storage, equipment areas, and refuse enclosures) through the proper placement and design of buildings, screen walls, and landscaping. • Sites shall have internal sidewalks that connect to sidewalks along public streets to create pedestrian connections. • Loading dock areas shall be located and designed so that they do not face toward (and are not visible from) any adjacent public right- of-way such as a street. These areas shall be screened with walls or fences and landscaped (Insert cross reference to applicable landscaping/screening sections). • All refuse, storage, and equipment areas placed outside of a building shall be screened from adjacent public rights-of-way and uses. ii. Block Network Parameters for Public Streets. • Intersection spacing along arterial edges shall be between 1/8 mile and '/4 mile with at least one mid-block intersection between intersecting arterials and rail, flood control, utility or freeway corridors. • Intersection spacing inside arterial/arterial blocks bounded by arterials shall be a minimum of 200 feet and a maximum of 1,320 feet. • Buildings greater than 450,000 sq. ft. in size shall have public streets on at least 3 sides. • A minimum of 1 public street shall run parallel with and within 500 feet of rail (excluding spurs), flood control, utility, or freeway 63 Page 284 corridors. The parallel street shall run through the block. Street crossings at intersecting corridors shall be established on a case- by-case basis based on feasibility and needs by the City Engineer. • Intersections along arterials shall be aligned with existing/proposed intersections on the opposite side of the arterial where possible and meet minimum design standards for offsets or clearance from adjacent corridors as required by the City Engineer. • Two distinct points of connection shall be provided through an internal block network to the arterial street network for every industrial parcel. Parking location and design • Surface parking shall be located to the side or to the rear of principle buildings to the greatest extent feasible. • Surface parking stalls for employees and guests may incorporate shade structures that are capable of supporting solar/photovoltaic array systems with a minimum clearance height of 12 feet. • The shade structures shall not encroach into the required access lanes. • The applicable tree and landscaping standards are not required in the sections of the parking areas where solar arrays systems are placed. See Section 17.56.060.N.1.b (Exception for solar collectors). • All new development within the Neo-Industrial (NI) and Industrial Employment (IE) Zoning Districts requires a Parking management plan, see Section 17.64.070 (Parking management plan). iv. Open space • An outdoor seating/break area is required for every proposed and potential office area of a building • On-site open space areas shall contain an outdoor seating/break area with seating designed to allow a variety of sitting environments. • Outdoor seating areas shall provide shade under a suitable structure and wind protection using landscaping or transparent screening structures. • Outdoor seating areas shall be easily accessed from the lobby or interior break rooms and placed at the corner of the building or along the side of a building facing a public street. • Outdoor seating areas are included within the minimum open space requirement in Table 17.36.040-1 (Development Standards for Industrial Zoning Districts). V. Landscaping, screening, and street trees • All new industrial developments shall adhere to the standards in Chapter 17.56 (Landscaping standards) in addition to the standards provided below. In the event of a conflict, the provisions of this section shall apply. 64 Page 285 • Landscaping shall be provided along the public streets and sidewalks to define the street edge, buffer pedestrians from vehicles, and provide shade. • All new trees planted within the public right-of-way or to screen the front, side or rear of a building, and to screen the building from Interstate 15 shall be a minimum 24-inch box and planted 25 — 30 feet apart. • Trees shall be selected and planted to provide shade for walkways, outdoor seating areas, parking areas etc. and for their ability for filtering particulate matter and other pollutants from the air. • Walls and fences used to provide screening of loading facilities, outdoor trash receptacles, utility equipment, etc. must be solid and designed with materials and finishes that are consistent with and complimentary to the design of the primary buildings. Fences used for security purposes or around parking areas shall consist of wrought iron, tubular steel, or similar material. The use of chain-link is prohibited. Landscape materials as required in accordance with Chapter 17.56 (Landscaping Standards) may compliment the requirements for screening, but landscaping without a screen wall or fence does not meet the minimum screening requirement of this section. • When redevelopment occurs, new public streets as required by the city engineer shall be designed in compliance with the city's Complete Streets policies, public sidewalks along the frontage of the property being developed are required. • All new sidewalks shall be a minimum of 6 feet or wider as designated by the city engineer based on existing or planned adjacent land uses to ensure compliance with the city's Complete Streets policies, separated from the curb by a planted parkway, and installed parallel to the property line or curb. Meandering sidewalks along any frontage are prohibited. b. Building design standards i. Building orientation and placement. • Buildings shall have articulated and transparent frontages along a minimum of 50 feet on both sides of the building that define the corner. • Office and administration buildings associated with an industrial use shall be placed at the corner of a building at the intersection of two public streets and/or a main arterial road. The building corner shall have a prominent, vertical structural element (e.g. a tower) that projects no more than 15 feet above the maximum allowable height of the building and that occupies a maximum of 5 percent of the building roof area. In addition, raised parapets with enhanced decorative treatment such as cornices or crenellations are permitted not to exceed 8 feet above the maximum allowable height of the building. If an office or administration building is located at 65 Page 286 the intersection of two arterial streets the height of the tower or raised parapets may be increased an additional 25 percent. • The primary entrance to accessory maker spaces and an office/administration building must face the corner or an adjacent main arterial road. • Where feasible, equipment, electrical, and service rooms shall be placed within the footprint of the building, i.e. inside the building, or screened so that it is not visible from the public right-of-way. ii. Building facade articulation. • Primary building entries shall be readily identifiable and well- defined using projections, recesses, columns, roof structures, or other design elements. • All elevations of a building's facade shall include modulation and articulation of the wall plane and roof line, proportionate to the height and length of the building. Exceptions to this requirement are the wall planes at the dock areas and the rear elevation of the building. • All elevations of a building's facade must have vertical or horizontal variations in color, texture, material, and ornamentation. • The office component of building facades must contain offset or recessed structural bays, and projecting elements such as colonnades or bay windows. • Shade elements such as canopies, awnings, arcades, and overhangs shall be provided over all windows, and at all pedestrian entry points, along the front elevation, any street-facing elevation, and office portions of the building. • Roofs shall be designed as an integral component of building form, mass, and facade, particularly along the front and office portions of the building. Building form shall be enhanced by sloped or offset roof planes, eave heights, and rooflines. Materials and detailing • The front and office portions of buildings must be constructed of high-quality materials, including, but not limited to, brick, stone, textured cast stone, tinted masonry units, concrete, glass, and metal siding. • The following materials are prohibited along the front and office portions of the building: 1. Unadorned, plain or painted concrete block or panels; 2. Reflective glass; and 3. Vinyl, fiberglass, asphalt, or fiberboard siding. • Where feasible, the industrial/warehousing portion of the building must include a variety of materials and architectural elements to break up the linear planes of these building. Ideally, the building's design and architecture must express the nature of the industrial 66 Page 287 activity within, in keeping with the other requirements of this section and while respecting the functionality of the use within the building. iv. Door and window openings • For office portions of principle buildings, window and door openings must comprise at least 60 percent of the total area of exterior walls facing a public street. • These windows must be clear or translucent to improve visibility, add visual interest, and allow light into interior spaces. V. Lighting • Decorative lighting fixtures shall be provided with a minimum 1-foot candle illumination level above that of surrounding parking lots at vehicle driveways and driveway entry/exits, pedestrian pathways, plazas and courtyards, and other activity areas. • Building and landscape accent up-lighting shall be incorporated into the lighting plan for the development site, with a focus along the front and office portions of the building. • All exterior lighting shall be shielded to prevent glare and light trespass onto adjacent properties and streets. • Lighting systems shall be architecturally compatible with surrounding buildings to express the unique character of the area. 67 Page 288 EXHIBIT I Amendments to Chapter 17.38 (Overlay Zoning Districts and Other Special Planning Areas) New Section: 17.38.080 Large Warehouse Overlay Zoning District. 17.38.080 Large Warehouse Overlay Zoning District A. Purpose. The purpose of the Large Warehouse Overlay Zone is to ensure that large industrial buildings of 450,000 square feet or more are located in areas of the City with adequate public services and infrastructure and away from sensitive receptors who may be impacted by air pollutant emissions, noise, and other impacts generated by the predominant uses in such buildings. B. Applicability. Industrial buildings with gross floor space of 450,000 square feet or more that are developed after the effective date of the ordinance that codified this section shall be located within the Large Warehouse Overlay Zone. The Large Warehouse Overlay Zone applies to property designated on the zoning map by reference letters "LW" after the reference letter(s) identifying the base zoning district. C. Allowed uses. Permitted uses within the Large Warehouse Overlay Zone are those permitted and conditionally permitted uses within the underlying zoning district. D. Development standards. Development in the Large Warehouse Overlay Zone shall comply with the zoning regulations applicable to the underlying zoning district and any master plan applicable to the subject property. A master plan adopted pursuant to chapter 17.22.020 may also be required for the development of an industrial building located within the Large Warehouse Overlay Zone, unless amended by the city council as part of the establishment of the overlay district. 68 Page 289 EXHIBIT J Amendments to Chapter 17.48 (Fences, Walls, and Screening) Amended Sections: 17.48.040 Materials and maintenance. 17.48.050 Requirements by land use type. 17.48.040 Materials and maintenance. A. Fencing, wall, and screen materials. Fences, walls, and screens shall be constructed of attractive, long-lasting materials and architecturally integrated with the building design and with existing fences/walls on the site. The following limitations apply: 1. Fences and gates approved for screening purposes in residential districts shall be solid wood with steel frames, solid vinyl, tubular steel or wrought iron. Where tubular steel wrought iron is used, it shall be backed by solid or perforated metal sheeting painted to match the fence or gate. In new developments, decorative block walls shall be used. 2. Fences and gates approved for screening purposes in industrial or commercial districts shall be metal, tubular steel, or wrought iron (open fencing shall be backed by solid or perforated metal sheeting painted to match the fence or gate). In the Industrial Zoning Districts the requirements for fences, walls, and screening provided in Section 17.36.040.D.9.a.v (Landscaping, screening, and street trees) shall also apply. 3. Chain-link fences and/or gates are not permitted for screening purposes in any zoning district (including the Industrial Zoning Districts), including chain-link when backed with wood or plastic slats, solid plastic sheet, or knitted fabric privacy/wind screening . 4. Alternative materials may be approved by the planning director or planning commission as part of a discretionary entitlement approval. B. Graffiti-resistance. Graffiti-resistant aesthetic surface treatment shall be required for all fences and walls adjacent to a public right-of-way, in a residential zone, or as determined though the site development review process. C. Maintenance. Fences, walls, and screens shall be continuously maintained in an orderly and good condition, at no more than their maximum allowed height. (Code 1980, § 17.48.040; Ord. No. 855, § 4, 2012; Ord. No. 863 § 4, 2013) 17.48.050 Requirements by land use type. A. Applicable to all land use types. 1. Fencing and walls for pools, spas, and similar features. Swimming pools, spas, and other similar water features shall be enclosed in compliance with building code requirements. 2. Fences, walls, and screening between different land uses. Commercial and industrial uses shall be screened from adjacent residential zoning districts by plant materials and a solid, decorative masonry wall with a minimum height of six feet to screen the commercial use, as approved by the designated approving authority. Openings or pedestrian connections may be required at the discretion of the designated approving authority. A landscaping strip with a minimum width of five feet shall be installed adjacent to a screening wall facing the public street. 69 Page 290 3. Temporary fences. Nothing in this chapter shall be deemed to prohibit the erection of a temporary fence around construction projects in compliance with the building code and other applicable requirements of this Code. 4. Screening standards for fire district connections and double check devices. All ground-mounted equipment is required to be screened according to the following standards. Option A is preferred. Option C should only be used if the other two options are considered infeasible by the planning director.Additional provisions apply to fire check valves (as noted). a. Option A; block wall screen. i. Required materials are decorative block, finished stucco. or a wall designed to match building architecture. ii. Minimum height is three feet with a maximum height of four feet. iii. Minimum three feet clearance between the equipment and the wall. b. Option 8; metal screen with vines and equipment painted green. i. Provide metal screen fence painted dark green. ii. Plant climbing vines along the base of the screen. iii. Minimum three feet clearance between the equipment and the screen. iv. If concrete pad is provided around the base of the equipment, the pad must be a minimum of three feet from the property line to allow installation of landscaping. V. Minimum two feet from the face of the screen and the property line. vi. Paint the equipment dark green or equivalent. C. Option C; landscape screen and equipment painted green. i. This option can only be considered if the equipment can be adequately screened by two rows of five-gallon shrubs. Otherwise only Option A or B may be used. ii. Provide two rows of five-gallon shrubs. iii. Spaced 18 inches on center. iv. Minimum three feet clearance between the equipment and the shrubs in required. V. If a concrete pad is provided around the base of the equipment, the pad must be a minimum of two feet from the property line to allow installation of landscaping. vi. No minimum clearance between the property line and the landscaping is required. d. Additional requirements for fire district check valves. i. Maximum five feet overall from the equipment and the property line. ii Signage shall be provided according to fire district standards. iii. The fire district connection must extend beyond the wall or landscaping and must not obstruct the fire district connection. 70 Page 291 B. Fencing and walls for agricultural land uses. All fences or walls which enclose livestock shall be constructed of an adequate height and shall be designed so as to control and contain such livestock at all times. C. Residential zoning districts. 1. Trail fences and gates shall be kept in good repair at all times, including replacing damaged members and maintaining plumb. This shall not preclude the property owner from replacing the existing trail fence with another fence or wall material. 2. Height. The height of fences in residential district is limited according to the following table. TABLE 17.48.050-1 MAXIMUM HEIGHT OF FENCES AND WALLS IN REQUIRED YARD AREA Location or Minimum Location of Fence/Wall/Screening Setback of Fence Maximum Height 0) (2) Required front yard area 0 ft (2) 3 ft/6 ft (3) Required rear and interior side yard area (along 0 ft 6 ft rear and interior property lines) Required street side yard area (along corner �2) side property lines) 5 ft 6 ft At intersections of streets, alleys, and driveways Varies(4) 36 in within the clear visibility triangle All other areas of lot 0 ft 6 ft Table notes:** As part of site development review, design review(minor or major),or other discretionary entitlement,the designated approving authority may grant additional height or location requirements to enclose or screen specific areas or uses or for fences and walls designed for noise attenuation. (2) Setback area for street side yard is measured property line to the fence or wall. (3) Height of front yard fence or wall may be increased to a maximum of six feet if the top three feet of fencing is constructed of material that is 90 percent visually open and transparent(e.g., picket fence, open wood slats, open wrought iron)including any architectural features designed as part of the fence(e.g., pilasters and lights). (4) See definition of clear vision triangle in section 17.126(Universal Definitions). 3. Outdoor recreation courts. Fencing for outdoor recreation courts (e.g., tennis courts, basketball courts) shall not exceed 12 feet in height and shall be located five feet from any rear or side property lines, except when adjacent to outdoor recreation courts on adjacent properties. D. Commercial, office, and mixed use zoning districts. 1. Outdoor storage (including all dumpsters, commercial items, commercial construction, or industrial-related materials and equipment within commercial zoning districts) shall be fenced or screened from view. Such screening shall utilize enclosures including, but not limited to, fences, walls, landscaping, or earthen berms, so that no outdoor storage is visible from any public rights-of-way, parks, public trails, and adjacent properties. Screening shall be visually compatible with the primary buildings and landscape on the property. 2. Screening of commercial loading docks and refuse areas. Loading docks and refuse storage areas shall be screened from public view, adjoining public streets and rights-of-way and residentially zoned areas. The method of screening shall be 71 Page 292 architecturally compatible with other on-site development in terms of colors and materials. Trash enclosures shall be consistent with city standard drawings. Exceptions may be permitted through the administrative design review process for sites with unique characteristics (e.g., shallow lot depth, adjacency to single-family residential). E. Industrial zoning districts. 1. Storage area/screening. The purpose of storage area/screening regulations is to allow for on-site storage, which is screened from view from the public right-of-way or from adjacent properties accessible to the public and is architecturally compatible with the surrounding environment. The following standards shall apply according to land use category: a. Standards for storage area/screen wall height in all industrial zoning districts. The height of all storage area/screening walls shall not exceed eight feet, measured from the finished grade immediately adjacent to the wall and the top of the wall. b. Industrial Park (IP) Zoning District. No outdoor storage shall be permitted except for fleet vehicles and light trucks (not exceeding 6,000 pounds). Outdoor storage tanks may be permitted at a height not to exceed eight feet from highest finished grade when screened from public view by walls constructed of concrete, masonry, or other similar materials. C. Neo-Industrial (NI) Zoning District. All materials, supplies, equipment, loading docks, and trucks and trailers shall be stored within an enclosed building or an area screened from public view. d. Industrial Employment (IE) Zoning District. All materials, supplies, equipment, and operating trucks shall be stored within an enclosed building or storage area. Such storage areas within 120 feet of a street frontage shall be screened. e. Within 600 feet of the 1-15 right-of-way, all outdoor storage shall be screened from public view from the freeway. Screening may include the use or combination of block or masonry walls, 36-inch box trees planted a maximum of 30 feet apart, or the building mass. f. Within all industrial land use categories, all storage area screening shall be architecturally integrated with surrounding buildings utilizing concrete, masonry, or other similar materials. For walls comprised of the combination of a screen wall on top of a retaining wall, the overall height of the combined wall may exceed eight feet provided that the part of the wall that faces the public right-of-way (street, sidewalk, etc.), does not exceed the maximum height established in section 17.48.050.E.1.a. g. Within the Industrial Employment (IE) Zoning District, storage area screening may include masonry or concrete walls and, metal, or wood fences. The front and exterior side area shall be screened with non-opaque fencing, when loading areas or storage areas are not present. h. Storage of materials or equipment shall not exceed screen height within 100 feet of street-fronting screens. i. The planning director may waive screening requirements where future building expansion would screen an abutting storage area. 72 Page 293 j. The planning director may waive screening requirements along the front and exterior side of the building if there are no loading docks or storage areas present. 2. Security fences and walls. The purpose of security fencing and wall standards is to provide for a safe environment for businesses within the industrial area. a. Site planning, including building configuration and placement, is encouraged to create defined areas that may be adequately secured. b. Any wall or fence along a street frontage over three feet in height is subject to the streetscape setback requirements. C. Within all industrial land use categories except the Industrial Employment (IE) Zoning District, all fencing or walls shall be wrought iron, concrete, masonry, or other similar materials, not to exceed the maximum height established in section 17.48.050.E.1.a. The use of barbed wire or similar materials is prohibited from these land use categories. Chain-link fencing is not permitted in the area(s) of a property that is/are located between the public right-of-way (street, sidewalk, etc.), and the building wall plane(s) of the building(s) on the property, that face(s) the public right-of-way. Chain-link fencing may only be used along the side and rear property lines, and within the interior of the property, if the fencing will not be visible from any portion of the public right-of-way that is adjacent to the property. d. Within the Industrial Employment (IE) Zoning District, security fencing may include wrought iron, masonry or concrete walls, and wood or metal fences. Barbed wire may be permitted atop fencing. e. Security gates are subject to site plan review according to section 17.16.110 (Site Development Review). 3. Trash enclosures. City standard drawings shall be used for all trash enclosures. 73 Page 294 EXHIBIT K Chapter 17.56 (Landscaping Standards) Amended Sections: 17.56.050 General landscape development standards. 17.56.060 Special landscape requirements. 17.56.050 General landscape development standards. A. General location for landscape improvements. Landscaping shall be provided in the following locations for all types of development as listed below, unless the designated approving authority determines that the required landscape is not necessary to fulfill the purposes of this chapter. Nothing in this chapter is intended to discourage landscape areas outside and beyond the minimum requirements listed herein. 1. Setbacks. All setback areas required by this Code shall be landscaped in compliance with this chapter except where a required setback is occupied by a sidewalk or driveway or is enclosed and screened from abutting public rights-of-way. In the Neo- Industrial (NI) and Industrial Employment (IE) Zoning Districts only the front and exterior side yard setback areas adjoining public rights-of-way are required to be landscaped, including the property frontage within the right-of-way. All other areas within these Industrial Zoning Districts must be paved or surfaced to minimize dust. 2. Undeveloped areas. All areas of a project site not intended for a specific use or purpose in conjunction with a current application, including pad sites being held for future development, shall be landscaped in compliance with this chapter. 3. Parking areas.Within parking lots, landscaping shall be used for shade and climate control, to enhance project design, and to screen the visual impact of vehicles and large expanses of pavement consistent with the requirements of this chapter. B. Plant type. Landscape planting shall emphasize drought-tolerant and native species (especially along natural, open space areas), shall complement the architectural design of structures on the site, and shall be suitable for the soil and climatic conditions specific to the site. In the wildland-urban interface fire area, planting shall emphasize wildfire hazard reduction. 1. Planting layout and plant diversity. Plant selection shall vary in type and planting pattern. Informal planting patterns are preferred over uniform and entirely symmetrical planting patterns. Use of deciduous flowering trees and shrubs and colorful plantings is encouraged in conjunction with evergreen species. Groupings of shrubs shall contain multiple plant types, interspersed with varying heights and blooming seasons for year- round interest. 2. Street and parking lot trees. Street and parking lot trees shall be selected from the city's adopted master list of street trees and parking lot trees. A minimum of 30 percent of the street trees and parking lot trees, respectively, shall be an evergreen species. For parking lots in the Industrial Zoning Districts with primary buildings greater than 200,000 sf in gross floor area, a minimum of 50 percent of the street trees and parking lot trees shall be an evergreen species. 3. Trees planted within ten feet of a street, sidewalk, paved trail, or walkway shall be a deep-rooted species or shall be separated from hardscapes by a root barrier to prevent physical damage to public improvements. 4. In the wildland-urban interface fire area, plant types shall not include those identified as fire prone or those types that are specifically prohibited by the fire district. 74 Page 295 C. Planting size, spacing, and planter widths. In order to achieve an immediate effect of a landscape installation and to allow sustained growth of planting materials, minimum plant material sizes, plant spacing, and minimum planter widths (inside measurements) are as follows: 1. Trees. The minimum planting size for trees for commercial, office, and community/civic uses shall be 15-gallon, with 25 percent of all trees on a project site planted at a minimum 24-inch box size. For commercial, office, and community/civic uses tree spacing within perimeter planters along streets and abutting residential property shall be planted no farther apart on center than the mature diameter of the proposed species. Minimum planter widths for trees shall be between five feet and ten feet, consistent with the city's adopted master list of street trees and parking lot trees. 2. Trees in industrial zoning districts. a. The minimum planting size for trees for industrial uses shall be 15-gallon with 25 percent of all trees on a project site planted at a minimum 24-inch box size b. The minimum planting size for trees for industrial uses in primary buildings greater than 200,000 square feet in gross floor area shall be minimum 24-inch box size with 25 percent of all trees at 36-inch box size. C. Tree spacing for all industrial uses within perimeter planters along streets and abutting residential property shall be planted no farther apart on center than the mature diameter of the proposed species. Minimum planter widths for trees shall be between five feet and ten feet, consistent with the city's adopted master list of street trees and parking lot trees. 3. Shrubs. Shrub planting shall be a minimum five-gallon size, with a 15-gallon minimum size required where an immediate landscape screen is conditioned by the designated approving authority (e.g., screening of headlights from drive-through aisles). The minimum planter width for shrubs is four feet. 4. Ground cover. Plants used for mass planting may be grown in flats of up to 64 plants or in individual one-gallon containers. Rooted cuttings from flats shall be planted no farther apart than 12 inches on center, and containerized woody, shrub ground cover plantings shall be planted no farther apart than three feet on center in order to achieve full coverage within one year. Minimum planter width for ground cover is two feet, with the exception of sod, which requires a minimum planter width of six feet. D. Synthetic turf. Synthetic turf may be used as a substitute for natural turf for the purposes of water conservation. The following standards shall apply to the use and maintenance of synthetic turf. 1. Synthetic turf shall consist of lifelike individual blades of grass that emulate real grass in look and color and have a minimum pile height of one and one-half inches. 2. A proper drainage system shall be installed underneath to prevent excess runoff or pooling of water. 3. Synthetic turf shall be installed and maintained to effectively simulate the appearance of a well maintained lawn. 4. The use of indoor or outdoor plastic or nylon carpeting as a replacement for synthetic turf or natural turf shall be prohibited. 5. Synthetic turf shall be installed in combination with natural plant materials (e.g. trees, shrubs and groundcover) to enhance the overall landscaping design. 75 Page 296 E. Water efficiency. If applicable, projects are required to comply with provisions within chapter 17.82 (water efficient landscaping) of this article. (Code 1980, § 17.56.050; Ord. No. 855, § 4, 2012; Ord. No. 860 § 4, 2013; Ord. No. 879 § 4, 2015) 17.56.060 Special landscape requirements. In addition to the general requirements of section 17.56.050 (general landscape development standards), the requirements listed below apply to the special types of landscaping. However, in the wildland-urban interface fire area, the fire district requirements preclude the application of these special types of landscaping. A. Residential landscape. See section 17.56.070 (additional requirements for residential areas). B. Project entry landscaping. Entries to multi-tenant projects (both residential and nonresidential) shall be designed as a special statement reflective of the character and scale of the project to establish identity for tenants, visitors, and patrons. Flowering access plantings and specimen trees shall be used to reinforce the entry statement. C. Trees adjacent to building walls. With the exception of single-family housing developments, trees shall be planted in areas of public view adjacent to structures at a rate of one tree per 30 linear feet of building length, particularly to interrupt expansive horizontal and vertical surfaces. Tree clusters may be used subject to approval by the approving authority. D. Screening of drive-through aisles. To screen vehicles and associated headlights in a drive- through lane from view of abutting street rights-of-way, a minimum five-foot wide planter shall include a minimum three-foot tall (maximum four-foot tall) landscape barrier planted with trees and other landscaping consistent with those in the parking area. At no time shall this landscape barrier be pruned in a manner that allows the vehicle headlights from the drive-through lane to be visible from abutting street rights-of-way. Plantings shall also be designed to discourage potential safety issues (e.g., persons lying in wait). E. Screening of outdoor equipment. Screening is required according to chapter 17.48 (fences, walls, and screening). F. Wireless communication facilities. Where feasible, facilities shall be installed so as to maintain and enhance existing landscaping on the site, including trees, foliage, and shrubs, whether or not utilized for screening. Additional landscaping may be planted around the tower and related equipment to buffer abutting residential zoning districts or uses and to buffer public trails. Specifically, landscaping around the perimeter of the facility (leased area) shall include dense tree and shrub plantings with the necessary irrigation. Trees shall be fast-growing evergreen species, with a minimum size of 24-inch box. Shrubs shall be a minimum 15-gallon size covering a minimum planter area depth of five feet around the facility. Trees and shrubs shall be planted no farther apart on center than the mature diameter of the proposed species. G. On-site pedestrian pathways. Pedestrian pathway landscaping shall include shade trees placed so as to cover 60 percent of the total pathway area with tree canopies within 15 years of securing building permit. H. Creeks. To the extent that landscaping or planting is required or provided along creeks, such landscaping shall be native plants. I. Public spaces. Pedestrian space landscaping shall include a combination of shade trees and pedestrian shading devices (e.g. canopies, awnings, and umbrellas) placed so as to cover 60 percent of the total space with a shade canopy within 15 years of securing the building permit. 76 Page 297 J. Signs. Landscaping shall be provided at the base of the supporting structure of freestanding signs equal to twice the area of one face of the sign. For example, 50 square feet of sign area requires 100 square feet of landscaped area. K. Buffering between uses. A landscape buffer shall be provided between residential and nonresidential uses and between single-family uses and multi-family uses containing three or more units. Buffer areas shall include a minimum ten-foot wide planter strip with shrubs and both deciduous and evergreen trees planted a maximum of 30 feet on center. L. Interior property boundaries. When a landscaped area is provided, trees shall be planted at a rate of one tree per 30 linear feet of interior property line within a planter area that is a minimum of six feet wide. Tree clusters may be used subject to approval by the approving authority. M. Sound walls/masonry walls. Where setback and open space areas are screened from public view by walls or similar approved structures, landscaping shall be provided such that 50 percent of the wall shall be covered by landscape material within five years. N. Parking lot landscape. Parking lot landscape includes perimeter planters, abutting parking lots and drive aisles, tree planting for parking lot shade, and a combination of continuous planting strips, planting fingers, and parking islands throughout the parking lot. Parking lot landscape requirements applicable to commercial, industrial, mixed-use, and multi-family residential parking lots with five or more spaces are listed below: 1. Number of trees required. Trees shall be required at a rate of one tree for every three parking stalls. At maturity, trees should reach a minimum height and spread of 40 feet so as to form a shade canopy over parking stalls. Smaller ornamental trees may not be used to satisfy this requirement. The minimum width for planters containing a parking lot tree is six feet. Tree selections shall be approved by the planning director. a. Exception for solar collectors. The minimum requirement for trees and shrubs may be waived for the portion of a parking area over which photo-voltaic solar collectors are installed where they also function as shade structures. 2. A minimum of ten percent of the total off-street parking area shall be landscaped with trees, shrubs, and appropriate ground cover. The parking area shall be computed by adding the areas used for access drive aisles, stalls, maneuvering, and landscaping within that portion of the premises that is devoted to vehicular parking and circulation. 3. Each unenclosed parking facility shall provide a perimeter landscaped strip at least five feet wide (inside dimension)where the facility adjoins a side or rear property line. The perimeter landscaped strip may include any landscaped yard or landscaped area otherwise required and shall be continuous, except for required access to the site or parking facility. 4. Screening. All surface parking areas shall be screened from streets and adjoining properties, and the open space areas between the property line and public street right-of- way shall be landscaped with a combination of trees, shrubs, and ground cover. Screening between residential and nonresidential uses shall not be less than five feet in height. Parking lot landscaping shall be located so that pedestrians are not required to cross unpaved areas to reach building entrances from parked cars (see Figure 17.56.060-1 [Parking Lot Landscaping]). 5. Existing trees. Existing mature trees on the site in good health shall be preserved whenever possible. 6. Planter design. All parking lot planters shall be designed to meet the following minimum requirements (see Figure 17.56.060-2 [Parking Lot Planter Design]): 77 Page 298 a. Planters shall be separated from maneuvering and parking areas by a six- inch, raised concrete curb or equivalent. b. Tree planting wells located at the front of parking stalls shall contain a minimum of 25 square feet and the smallest outside dimension shall not be less than five feet. O. Landscape planters along the sides of parking stalls shall contain a minimum of 90 square feet and the smallest outside dimension shall not be less than six feet. FIGURE 17.56.060-1 PARKING LOT LANDSCAPING Landscape Screen Low Profile Wall 17 FIGURE 17.56.060-2 PARKING LOT PLANTER DESIGN 78 Page 299 90 SO FT.Minimum Planter 6' Along Side of Stall 5' 15' OR 5' 25 SO FT.Minimum Planter Along Per Stall Front (Code 1980, § 17.56.060; Ord. No. 855, § 4, 2012; Ord. No. 879 § 4, 2015) 79 Page 300 EXHIBIT L Amendments to Chapter 17.64 (Parking and Loading Standards) Amended Sections: 17.64.050 Number of parking spaces required. 17.64.060 Reductions in parking requirements. 17.64.070 Parking management plan 17.64.080 Parking requirements for the disabled. 17.64.090 Parking and driveway design and development. 17.64.100 Loading area requirements. 17.64.110 Bicycle parking requirements. 17.64.120 Electric vehicle parking requirements. New Section: 17.64.130 Maintenance. 17.64.050 Number of parking spaces required. A. The following number of parking spaces shall be required to serve the uses or buildings listed, as established in Table 17.64.050-1 (Parking Requirements by Land Use). Multiple property owners may apply for a conditional use permit for shared parking pursuant to section 17.64.060 (Reductions in Parking Requirements). Otherwise, all uses must provide the sum of the requirements for each individual use. Where the requirements result in a fractional space, the next larger whole number shall be the number of spaces required. In addition, the requirements listed below shall apply. 1. "Square feet" means "gross square feet" and refers to the sum gross square feet of the floor area of a building and its accessory buildings unless otherwise specified. 2. For the purpose of calculating residential parking requirements, dens, studies, or other similar rooms that may be used as bedrooms shall be considered bedrooms. 3. Where the number of seats is listed to determine required parking, seats shall be construed to be fixed seats. Where fixed seats provided are either benches or bleachers, one seat shall be construed to equal 18 linear inches for pews and 24 inches for dining, but in no case shall seating be less than determined as required by the building code. 4. When the calculation of the required number of off-street parking spaces results in a fraction of a space, the total number of spaces shall be rounded up to the nearest whole number. 5. Where private streets are proposed for residential development, resident and guest parking shall be provided as determined by the approving authority in conjunction with the required planning entitlement(s). 6. For projects on commercial, office and industrial zoned properties, square footage dedicated to office hallways 44 inches or less, electrical and mechanical rooms, elevator shafts, stairwells, bathrooms and storage closets may be deducted from the gross square footage for parking stall calculation purposes. 7. For all warehouse/storage/e-commerce uses in the industrial zoning districts, the established minimum parking requirements are intended targets. Reductions in the amount of required parking appropriate for a specific use(s) may be approved by the approving authority based on the approval of a parking management plan as well as 80 Page 301 through the conditional use permit and master plan processes, as applicable. See footnote 1 in Table 17.14.060-1 (Approving Authority for Land Use Entitlements). TABLE 17.64.050-1 PARKING REQUIREMENTS BY LAND USE Use Spaces Notes Residential Single-family detached dwellings 2 per unit 2 in garage Multi-family development (condominium, townhome, etc.), semi-detached single-family (zero lot line, patio homes, duplexes, etc.), and mobile home parks(') - Studio 1.3 per unit 1 in garage or carport - One bedroom 1.5 per unit 1 in garage or carport - Two bedrooms 2 per unit 1 in garage or carport - Three bedrooms 2 per unit 2 in garage or carport - Four or more bedrooms 2.5 per unit 2 in garage or carport - Visitor (additional required) 1 per 3 units Commercial, Service, and Office Uses Shopping centers - Less than 25,000 square feet Varies See individual uses - 25,000 to 599,000 square feet 5 per 1,000 sf Centers built prior to 1988 4.5/1,000 5.5 per 1,000 sf or a Centers built prior to - 599,000 to 1,000,000 square feet parking study may be 1988 require 4.5/1,000 provided Additional applied to - Food service (if over 15% of GLA) (2) +1 per 100 sf floor area of food service use - Cinemas in centers less than 100,000 square +3 per 100 seats feet (occupying less than 10% of GLA) (2) p - Cinemas in centers of 100,000 to 200,000 square feet, additional parking only required +3 per 100 after the first 750 seats - Offices (if over 10% of GLA) (2) - Parking study required - Shopping center over 1,000,000 square feet - Parking study required Carwash and detail (full-service) 16 stalls Carwash (self-service and drive-thru) 2.5 per wash bay Service/gas station 3.0 per 1,000 sf+ 2 per service bay Barber shops/beauty parlors Park at retail Laundromats and/or dry cleaners Park at retail Offices, financial institutions, retail stores 4 per 1,000 sf Commercial storage yards (e.g., contractors, Separated from salvage) 6 spaces enclosed storage area Lumber yard 4 per 1,000 sf Includes area of open area devoted to display 81 Page 302 Use Spaces Notes of lumber and other products Applies only to the Mortuaries and funeral homes 1 per 35 sf assembly room floor area Motels and hotels 1 per unit + 2 2 additional spaces for manager Customer parking (additional spaces Vehicle sales, repair, service 2.5 per 1,000 sf needed for vehicle storage related to business operations) Furniture and appliance stores 2 per 1,000 sf Day cares/preschools 1 per employee + 1 per 5 children Storage for utility- 1 per 2 employees (2 owned vehicles must Public utilities uses also be provided for minimum) Commercial Recreation Uses Bowling alleys and/or billiard halls 5 per alley and/or 2 per table Stables 1 per 5 horses Additional parking Driving ranges 1 per tee required for related uses on site Additional parking Golf courses 6 per hole required for related uses on site Additional parking Miniature golf course 3 per hole required for related uses on site Includes related uses Skating rinks 5 per 1,000 sf and all indoor and outdoor"active" areas Included related uses Swimming pool (commercial) 5 per 1,000 sf and all indoor and outdoor"active" areas Additional parking Tennis, handball, and racquetball facilities 3 per court required for related uses on site Health clubs and other fitness related facilities 5 per 1,000 sf Educational Uses Elementary and junior high schools 2 per classroom Senior high school 1 per employee + 1 per 6 students 82 Page 303 Use Spaces Notes Colleges, universities 1 per 2 employees + 1 per 3 students Commercial schools (trade, business colleges, 1 per student + 1 per etc.) faculty Medical/Health Uses Dentist, medical, veterinary offices/clinics 5 per 1,000 sf Congregate care facilities (e.g., nursing, 1 per 4 beds Based on resident children's, sanitariums) capacity Hospitals 1.75 per bed Places of Assembly Restaurants and lounges 10 per 1,000 sf Fast-food restaurant 10 per 1,000 sf Auditoriums, sports arenas, stadiums 1 per 3 seats or 1 per Movie theaters 35 sf of seating area - Single screen 1 per 3 seats - Multi-screen 1 per 4 seats 1.5 linear feet on a 1 per 3 seats or 1 per bench is equivalent to 1 Other places of assembly (e.g., churches) seat; schedule of 35 sf of main auditorium activities and/or parking study may be required Industrial, Warehousing, and Manufacturing(1)(4) 1 per 1,000 sf for first 20,000 sf; 1 per 2,000 Warehouse/Storage/E-Commerce sf for the next 20,000 sf; and 1 per 4,000 sf for the remaining sf Industrial/manufacturing 2 per 1,000 sf Research and development 3 per 1,000 sf Office and administration 4 per 1,000 sf Multi-tenant buildings (office less than 35 percent GLA) (2) 2.5 per 1,000 sf Indoor wholesale/retail commercial 4 per 1,000 sf Table notes: Fifty percent of the total required covered spaces shall be within enclosed garage structures.The use of carports requires approval from the design review committee. (2) GLA is gross leasable area. (3) See section 17.64.100.D.4(Trailer parking required)for trailer parking requirements. (4) See section 17.64.120(Electric vehicle parking requirements)for electric vehicle parking requirements. B. Uses not listed. Other uses not specifically listed in this section shall furnish parking as required by the designated approving authority in determining the off-street parking requirements. The approving authority shall be guided by the requirements in this section generally and shall determine the minimum number of spaces required to avoid interference with public use of streets and alleys. (Code 1980, § 17.64.050; Ord. No. 855, §4, 2012; Ord. No. 863 § 4, 2013) 83 Page 304 17.64.060 Reductions in parking requirements. A. The required number of parking spaces may be reduced in accordance with the following requirements. B. Shared parking. In order to encourage efficient use of parking spaces and good design practices, the total parking requirements for conjunctive uses shall be based on the number of spaces adequate to meet various needs of the individual uses operating during the peak parking period. 1. Conditional use permit for shared parking. A conditional use permit may be approved for shared parking facilities serving more than one use on a site or serving more than one property. The conditional use permit may allow for a reduction of the total number of spaces required by this chapter if the following findings are made: a. The peak hours of parking demand from all uses do not coincide so that peak demand will not be greater than the parking provided. i. The efficiency of parking provided will equal or exceed the level that can be expected if parking for each use were provided separately. 2. Shared parking agreement. A written agreement between the landowners and in some cases the city that runs with the land shall be filed, in a form satisfactory to the city attorney, and include: a. A guarantee that there will be no substantial alteration in the uses that will create a greater demand for parking without application for approval of an amended conditional use permit. b. A reciprocal grant of nonexclusive license among the business operator(s) and the landowner(s)for access to and use of the shared parking facilities. C. Evidence that the agreement has been recorded in the county recorder's office. C. Other parking reductions. Required parking for any use except a single-family dwelling, accessory dwelling unit, or two-family dwelling may be reduced through approval of a minor exception by the planning director. Required parking may be reduced with approval of a conditional use permit for all new industrial uses in the Neo-Industrial (NI) and Industrial Employment (IE) Zoning Districts. 1. Criteria for approval. The approving authority will only grant a minor use permit or a conditional use permit for reduced parking if it is determined that the project meets all of the minor use permit criteria in section 17.16.120 (Minor use permits) or the conditional use permit criteria in section 17.20.060 (Conditional use permit), and that three or more of the circumstances listed below are true. a. The use will be adequately served by the proposed parking due to the nature of the proposed operation; proximity to frequent transit service; transportation characteristics of persons residing, working, or visiting the site; or because the applicant has undertaken a travel demand management program that will reduce parking demand at the site. b. Parking demand generated by the project will not exceed the capacity of or have a detrimental impact on the supply of on-street parking in the surrounding area. C. The site plan is consistent with the objectives of the zoning district and incorporates features such as unobtrusive off-street parking placed below the 84 Page 305 ground level of the project with commercial uses above or enclosed parking on the ground floor. d. The applicant has provided on-site parking for car-share vehicles via a recorded written agreement between the landowner and the city that runs with the land. Agreement shall provide for proof of a perpetual agreement with a car-share agency to provide at least one car share vehicle on-site. 2. Application submittal requirements. In order to evaluate a proposed project's compliance with the above criteria,the planning director may require submittal of a parking demand study that substantiates the basis for granting a reduced number of spaces. D. Mixed use parking. All mixed use projects shall include a parking study prepared by a qualified traffic/parking consultant that demonstrates how proposed land uses utilize the parking spaces that are required per section 17.64.050-1. Parking studies are subject to review and acceptance by the director of engineering services/city engineer and planning director, and an independent peer review consultant. The parking study may also include a discussion of the following options for a reduction of required parking, including, but not limited to: 1. Shared parking may be provided per section 17.64.060 B. 2. State density bonus may be provided per chapter 17.46. 3. Tandem parking may be counted towards the required parking calculation. 4. Implement a parking management strategy that may contain the following provisions, but are not limited to: a. Monitored with periodic inspections; b. Storage within the unit, and not within garage (view windows on garages); C. HOA to enforce limitation of number of vehicles per unit; d. Time restriction on guest parking; and e. Shuttles that cater to users within the development. 5. Implement a car/bicycle share program in which vehicles/bicycles are made available for shared use to individuals on a short term basis. (Code 1980, § 17.64.060; Ord. No. 855, § 4, 2012; Ord. No. 881 § 4, 2015; Ord. No. 938 § 9, 2018) E. Industrial use parking— "land banking". 1. If the final end-user has not been determined for an industrial development for which entitlements are requested pursuant to the provisions of this Code, and the parking and loading demand characteristics for the use are unknown, the anticipated maximum amount of employee, truck, and trailer parking specified in Table 17.64.050-1 (Parking Requirements by Land Use) shall be determined. In addition, the director may require the submittal of a parking and loading demand study to be prepared by the applicant or by the city and funded by the applicant. Such a study shall estimate the parking demand for the likely proposed use(s) including a worst case scenario based on the recommendations of the Institute of Traffic Engineers, Urban Land Institute, the American Planning Association, or other acceptable source of parking demand data for uses and/or combinations of uses of comparable activities, scale, bulk, area, and location. 2. The applicant shall submit a site plan acceptable to the director showing how all the parking for employees, trucks, and trailers will be provided on the site in compliance with the applicable requirements of this chapter. However, if the director determines that not all of the parking is required for the final proposed use(s), then subject to the provisions of section 17.14.100 (Modification), the excess "land banked" parking may be identified on the approved site plan and not constructed until such time as the parking is required 85 Page 306 for a future use(s). These areas shall be set aside as open space and landscaped in such a manner that they will not be used for parking. In addition, a binding covenant or other legal agreement in a form acceptable to the city attorney shall be submitted and signed by the property owner and tenant guaranteeing that the reserved open space will be constructed for employee, truck or trailer parking if a change to a more parking-intensive use occurs. 3. The applicant shall conduct a study of actual parking use to be carried out by a qualified consultant at the time of change of tenancy or within three years after the facility is fully occupied and the use established or at other such earlier time as deemed necessary by the director due to observed parking deficiencies or traffic queuing. The parking study shall be subject to approval by the director. The city may require construction of some or all of the additional parking if the parking study demonstrates need. If the owner fails to comply, the city may, but shall not be obligated to, undertake construction of the required additional parking. Any costs and expenses incurred by the city shall be the responsibility of the owner. 17.64.070 Parking management plan A. Purpose. This section provides regulatory standards governing the requirements of parking management plans in the Neo-Industrial (NI) and Industrial Employment (IE) Zoning Districts. The purpose of the plan is to minimize traffic, manage on-site circulation, and effectively allocate parking needs for each industrial site. B. Applicability. A parking management plan shall be provided as part of a comprehensive effort for establishing employee, guest, truck, and trailer parking in a new industrial development within the Neo-Industrial (NI) and Industrial Employment (IE) Zoning Districts and how those spaces are managed. C. Parking management plan. A parking management plan shall be processed as a part of the site development review, subject to approval of the planning commission. The plan shall comply with the following: 1. The parking management plan shall be based on a parking study documenting parking demand beyond the minimum allowance in Table 17.64.050-1 (Parking Requirements by Land Use). 2. The parking management plan shall identify the location of specific parking facilities and the number of parking spaces in such facilities that are available to meet the parking demand of the new development. 3. Parking identified on the plan shall be delineated as being reserved for employees, guests, trucks, or trailers, and whether other access control measures are used to ensure the availability and enforcement of the plan as well as on-site vehicle circulation. 4. The parking analysis shall demonstrate that parking for all users is provided, identifying existing supply and demand for similar uses and what will be provided on site. 5. The owner or manager designee of a development approved under the parking management plan shall provide an accurate and current record of the uses and parking allocation for the development. The planning director may require this record to be provided or updated annually if it is determined that parking for the proposed use is impacting adjacent streets, and when the owner applies for a change in use or development plan review for the subject site. 86 Page 307 17.64.080 Parking requirements for the disabled. A. Number of spaces, design standards. Parking spaces for the disabled shall be provided in compliance with the building code and state and federal law. B. Reservation of spaces required. The number of disabled accessible parking spaces required by this chapter shall be reserved by the property owner/tenant for use by the disabled throughout the life of the approved land use. C. Upgrading of markings required. If amendments to state or federal law change standards for the marking, striping, and signing of disabled access parking spaces, disabled accessible spaces shall be upgraded in the time and manner required by law. (Code 1980, § 17.64.070; Ord. No. 855, § 4, 2012) 17.64.090 Parking and driveway design and development. A. Surface parking area. All surface parking areas shall have the following improvements: 1. Each required parking space and aisle shall be graded, drained, and surfaced so as to prevent dust, mud, or standing water and shall be identified by pavement markings, wheel stops, entrance and exit signing, and directional signs, to the satisfaction of the city engineer. All new parking spaces shall be painted with double stripe pavement markings. 2. Lighting, giving a ground-level illumination of one to five footcandles, shall be provided in the parking area during the time it is accessible to the public after daylight. Lighting shall be shielded to prevent glare on contiguous residential properties. 3. Where such parking area abuts a street, it shall be separated by an ornamental fence, wall, or compact evergreen hedge having a height of not less than two feet and maintained at a height of not more than four feet. Such fence, wall, or hedge shall be maintained in good condition. 4. Parking spaces shall be marked and access lanes clearly defined. Bumpers and wheel stops shall be installed, as necessary. 5. Landscape materials are permitted to overhang the curb/wheel stop creating a reduction in impervious surface material. B. Driveway location standards. Development projects located at intersections shall be accessed as follows: 1. Driveways to access parcels located at the intersection of two streets shall, where feasible, be gained through driveways from the lesser street. Determination of which street is lesser shall be made based on total paving width, amount of traffic, adjacent traffic controls, and likely destinations along each street in question. 2. Driveways serving parcels located at the intersection of two streets shall be situated at the maximum practical distance from the intersection. 3. Where a proposed driveway is located at least 75 feet from the nearest cross street, the requirements of section 17.64.90.C.1 and 2 may be waived. C. Driveway size and composition. All residential driveways shall be a minimum of 19 feet in length and shall be constructed with a lasting, durable surface (e.g., concrete, asphalt, grasscrete, or similar material) and shall be constructed to appropriate requirements as determined by the city. (Code 1980, § 17.64.080; Ord. No. 855, § 4, 2012; Ord. No. 860 § 4, 2013) 87 Page 308 17.64.100 Loading area requirements. A. Required loading spaces for delivery and distribution. A building, or part thereof, having a floor area of 10,000 square feet or more that is to be occupied by any use requiring the receipt or distribution by vehicles or trucks of material or merchandise must provide at least one off-street loading space, plus one additional such loading space for each additional 40,000 square feet of floor area. The off-street loading space(s) must be maintained during the existence of the building or use it is required to serve. Truck-maneuvering areas must not encroach into required parking areas, travelways, or street rights-of-way (see Figure 17.64.090-2 (Loading Areas for Delivery)). B. Required loading spaces for customers. Customer loading spaces allow bulky merchandise to be loaded into customers' vehicles. For uses that sell bulky items (furniture, appliances, home improvement sales, etc.), at least two customer loading spaces per business establishment or one customer loading space per 40,000 square feet of floor area, whichever is greater shall be provided. Customer loading spaces shall be located adjacent to the building or to an outdoor sales area where bulky merchandise is stored and shall be clearly visible from the main building entry or through directional signage visible from the main entry. Customer loading spaces shall not be located in such a way that they impede on-site traffic circulation, as determined by the director of engineering services/city engineer or encroach into designated emergency vehicle/fire access lanes as determined by the fire chief (see Figure 17.64.090-1 (Customer Loading Areas). C. Required loading spaces for industrial uses. All industrial uses shall provide a minimum of one loading space per proposed loading bay. For every 10 loading bays proposed, a minimum of one on-site truck queuing space must be provided. Each on-site truck queuing space shall be a minimum of nine feet in width and 65 feet in length and shall be included on the circulation management plan if required by the approving authority. The truck queuing spaces shall be grouped together in a designated area with clear access to loading bays. The entrance gate to all industrial buildings shall be a minimum of 135 feet from the public right-of-way. Alternative queuing standards less than the minimum required may be considered by the approving authority with a master plan and the development of an approved parking management plan. D. Requirements for off-street loading spaces. 1. Minimum size. Each off-street loading space required by this section must be not less than 12 feet wide, 30 feet long, and 15 feet high, exclusive of driveways for ingress and egress and maneuvering areas. Loading spaces for customers may be 12 feet wide, 26 feet long, and 12 feet high. 2. Driveways for ingress and egress and maneuvering areas. Each off-street loading space required by this section must be provided with driveways for ingress and egress and maneuvering space adequate for trucks, per city standards. 3. Location of loading areas. An off-street loading space (excluding loading spaces for customers) required by this section must not be located closer than 30 feet to any lot or parcel of land in a residential district, unless such off-street loading space is wholly enclosed within a building or on all sides by a wall not less than eight feet in height. Except in industrial zoning districts, a loading door or loading dock that is visible from a public street must be screened with an eight-foot high, solid masonry or other sound-absorbing wall, with landscaping planted between the wall and the right-of-way. 4. Trailer parking required. One parking space for a trailer is required for each loading dock door. The minimum dimensions of a single trailer parking space is 50 feet in length, 14 feet in width, and 14 feet in vertical clearance. Trailer parking spaces shall be located 88 Page 309 in a designated area located away from the loading bays and paths of travel. All trailer parking areas must be screened according to the provisions of section 17.48.050 (Requirements by land use type)for industrial areas. 17.64.110 Bicycle parking requirements. A. Applicability. Bicycle parking shall be provided for all new construction, additions of ten percent or more floor area to existing buildings, and changes in land use classification. Single- family homes, duplexes, and multi-family dwellings of less than four units are exempt. B. Number of required bicycle parking spaces. 1. Short-term bicycle parking. If a land use or project is anticipated to generate visitor traffic, the project must provide permanently anchored bicycle racks within 50 feet of the visitor's entrance. To enhance security and visibility the bicycle racks shall be readily visible to passers-by. The bicycle capacity of the racks must equal an amount equivalent to five percent of all required motorized vehicle parking. There shall be a minimum of one rack with capacity for two bicycles. 2. Long-term bicycle parking. Buildings with over ten tenant-occupants (e.g., multi- family tenants, owners, employees) shall provide secure bicycle parking for five percent of required motorized vehicle spaces, with a minimum of one space. Acceptable parking facilities shall be convenient from the street and include a power outlet for charging electric bicycles and one or a combination of the following: a. Covered, lockable enclosures with permanently anchored racks for bicycles, b. Lockable bicycle rooms with permanently anchored racks, C. Lockable, permanently anchored bicycle lockers. 17.64.120 Electric vehicle parking requirements. The following requirements apply to electric vehicle parking facilities. All charging facilities shall be approved through the plan check/zoning clearance process: A. Electric vehicle charging. When provided, electric vehicle charging stations shall meet the requirements of the California Electrical Code. B. Designated spaces. Outdoor charging of electric vehicle shall only occur in designated electric vehicle spaces, according to the following: 1. Electricity shall only be provided from outdoor electrical outlets installed according to the California Electrical Code. 2. Electric cords shall not cross vehicular or pedestrian pathways. 3. When installed in common parking areas (e.g., surface parking lots, garages, etc.), the spaces shall be restricted to electric vehicles charging only and identified with signage and pavement markings. C. Electric vehicles in single-family residential zoning districts. When installed, electric vehicle charging in single-family residential areas shall be located as follows: 1. Within a garage or carport; 89 Page 310 2. Outside of setback area; or 3. If within a setback area, screened from view of the public right-of-way with landscaping or fencing. (Code 1980, § 17.64.110; Ord. No. 855, § 4, 2012) D. Electric vehicles in Industrial Zoning Districts. A minimum of 10 percent of required parking in all new developments within the Industrial Zoning Districts for employees and guests shall be reserved for electric vehicles and shall conform to the standards in subsections A and B above. One charging station shall be installed for every two spaces dedicated to electric vehicles. Additionally, charging stations for electric powered trucks may be required as determined by the approving authority. 17.64.130 Maintenance. The minimum number of parking spaces required in this chapter shall be provided and continuously maintained. A parking, loading, or bicycle parking area provided for the purpose of complying with the requirements of this chapter shall not be eliminated, reduced, or converted unless equivalent facilities approved by the approving authority are provided elsewhere in compliance with this chapter. 90 Page 311 Exhibit M Amendments to Chapter 17.66 (Performance Standards) Amended Section: 17.66.110 Special industrial performance standards. 17.66.110 Special industrial performance standards. A. Purpose. The performance standards allow industrial uses to operate consistent with the overall characteristics of the land use category to provide for a healthy, safe, and pleasing environment in keeping with the nature and level of surrounding industrial activity. The performance standards contained in Table 17.66.110-1 (Industrial Performance Standards) are applied based on the zoning districts as follows: 1. Industrial Park (IP) Zoning District; Class A performance standards. The most restrictive of the performance standards to ensure a high quality working environment and available sites for industrial and business firms whose functional and economic needs require protection from the adverse effects of noise, odors, vibration, glare, or high- intensity illumination, and other nuisances. 2. Neo-Industrial (NI) Zoning District; Class 8 performance standards. These standards are intended to enable a complementary mix of uses and provide for a limited range of industrial activity while assuring a basic level environmental protection. It is the intent of the standards of this section to provide for uses whose operational needs may produce noise, vibration, particulate matter and air contaminants, odors, or humidity, heat, and glare which cannot be mitigated sufficiently to meet the Class A standards. The standards are so designed to protect uses on adjoining sites from effects which could adversely affect their functional and economic viability. 3. Industrial Employment (IE) Zoning District; Class C performance standards. It is the intent of the standards of this section to make allowances for industrial uses whose associated processes produce noise, particulate matter and air contaminants, vibration, odor, humidity, heat, glare, or high-intensity illumination which would adversely affect the functional and economic viability of other uses. The standards, when combined with standards imposed by other governmental agencies, serve to provide basic health and safety protection for persons employed within or visiting the area. 91 Page 312 TABLE 17.66.110-1 INDUSTRIAL PERFORMANCE STANDARDS Class A Class B Class C Noise Maximum • 70dB (anywhere on lot) • 80 dB (anywhere on lot) • 85 dB (lot line) • 65 dB (interior space of • 65dB (at residential property • 65dB (at residential property neighboring use on same lot) line) line) • Noise caused by motor • Noise caused by motor • Where a use occupies a lot vehicles is exempted from this vehicles and trains is exempted abutting or separated by a standard. from this standard. street from a lot within the designated Class A or B performance standard or residential property, the performance standard of the abutting property shall apply at the common or facing lot line. Vibration All uses shall be so operated as All uses shall be operated so as All uses shall be operated so as not to generate vibration not to generate vibration not to generate vibration discernible without instruments discernible without instruments discernible without instruments by the average person while on by the average persons beyond by the average person beyond or beyond the lot upon which the lot upon which the source is 600 feet from where the source the source is located or within located. Vibration caused by is located. Vibration caused by an adjoining enclosed space if motor vehicles, trains, and motor vehicles, trains, and more than one establishment temporary construction or temporary construction and occupies a structure. Vibration demolition is exempted from demolition is exempted from caused by motor vehicles, this standard. this standard. trains, and temporary construction or demolition work is exempted from this standard. Particulate Matter and Air Contaminants In addition to compliance with In addition to compliance with In addition to compliance with the Air Quality Management the AQMD standards, all uses the AQMD standards, all uses District (AQMD) standards, all shall be operated so as not to shall be operated so as not to uses shall be operated so as emit particulate matter or air emit particulate matter or air not to emit particulate matter or contaminants that are readily contaminants that (a) are air contaminants that are detectable without instruments injurious to the health of either readily detectable without by the average person beyond persons engaged in or related instruments by the average any lot line of the lot containing to the use of the lot, or persons person while on the lot such uses. residing, working, visiting, or containing such uses. recreating in neighboring areas; (b) substantially and adversely affect the maintenance of property in nearby areas; (c) are disruptive of industrial processes carried on in other parts of the industrial area. Where a use occupies a lot abutting or separated by a street lot with 92 Page 313 designated Class A or B, the A or B performance standard for particulate matter and air contaminants shall apply at the common or facing lot line. Odor All uses shall be operated so as All uses shall be operated so as All uses shall be operated so as not to emit matter causing not to emit matter causing not to emit matter causing unpleasant odors that are unpleasant odors that are unpleasant odors that are perceptible to the average perceptible to the average perceptible to the average person while within or beyond person beyond any lot line of person beyond any lot line of the lot containing such uses. the lot containing such uses. the lot containing such uses. Humidity, Heat, and Glare All uses shall be operated so as All uses shall be operated so as All uses shall be operated so as not to produce humidity, heat, not to produce humidity, heat, not to produce humidity, heat, glare, or high-intensity glare, or high-intensity glare, or high-intensity illumination that is perceptible illumination that is perceptible illumination that is perceptible without instruments by the without instruments by the without instruments by the average person while on or average person beyond the lot average person while on any lot beyond the lot containing such line of any lot containing such zoned for residential purposes use. use. or any industrial property with a Class A or B performance standard designation. 93 Page 314 Exhibit N Amendment to Chapter 17.76 (Alternative Energy Systems and Facilities) Amended Sections: 17.76.010 Purpose and applicability. 17.76.020 Development criteria for systems. 17.76.030 Development standards for wind energy systems. 17.76.010 Purpose and applicability. This chapter sets forth provisions for the development of alternative energy systems to protect public health and safety while supporting efforts to develop small-scale, distributed energy generation to reduce the amount of electricity drawn from the regional power grid. (Code 1980, § 17.76.010; Ord. No. 855, § 4, 2012; Ord. No. 858 § 4, 2013) 17.76.020 Development criteria for solar systems. A. All new residential development projects, except condominium conversions, shall provide for future passive or natural heating or cooling opportunities (lot size and configuration permitting orientation of a structure in an east-west alignment for southern exposure or lot size and configuration permitting orientation of a structure to take advantage of shade or prevailing breezes). 1. Consideration shall be given to local climate, to contour, to lot configuration, and to other design and improvement requirements. 2. Consideration shall be given to provide the long axis of the majority of individual lots shall be within 22.5 degrees east or west of true south for adequate exposure for solar energy systems. B. In the Neo-Industrial (NI) and Industrial Employment (IE) Zoning Districts an on-site renewable energy system must be provided on all new industrial developments that include the construction of a new building, which meets the following standards. 1. The renewable energy system may be a solar collector system or other form of on- site renewable energy, provided such renewable energy source is recognized by the State of California as a renewable resource under the Renewable Portfolio Standard Program. 2. The renewable energy system shall be built to generate an amount of electricity sufficient to meet the following criteria: a. Annualized building demand based on the approved use or, if no use is proposed, then the demand for the most energy intensive use that could occupy the building; and b. Annualized demand required to charge fully electric vehicles and trucks, assuming that all vehicles and trucks to the site are fully electric; and C. A reasonable rate of efficiency loss over 10 years. 3. The renewable energy system shall be metered separately from the non- renewable metered power usage of the building. 4. Solar collectors may be installed on support structures that provide shade over parking areas to achieve minimum requirements. 94 Page 315 5. Developments subject to this section and subject to a conditional use permit shall phase construction and operation of renewable energy sources pursuant to a phasing plan approved by the city engineer and subject to the following requirements: a. Renewable energy generation in each phase shall meet or exceed annualized demand for the facility described in subsection 2(a)through 2(c) above based on the proposed use, building design and operation and electric vehicles and trucks anticipated to be in operation during each phase; b. Identify thresholds and events that would prevent or cause progress to the next phase; C. Provide for biennial review and evaluation of the building and electrical demand for compliance with the phasing plan conditions; and d. Phasing plans shall include a tolling provision to delay implementation of all or a portion of the plan's implementation should the electric utility serving the development provide written certification that it can only accept a specified limited amount of renewable energy from the development along with an explanation of why and what events would trigger a change or increase in the amount accepted. The need for continued tolling shall be recertified by the electric utility as part of the biennial review and evaluation described in paragraph 5(c) above. C. No person shall allow a tree or shrub to be placed or grown so as to cast a shadow greater than ten percent of the collector absorption area upon that solar collector surface on the property of another at any one time between the hours of 10:00 a.m. and 2:00 p.m., provided that this section shall not apply to specific trees and shrubs which at the time of installation of a solar collector or during the remainder of that annual solar cycle cast a shadow upon that solar collector. D. The location of a solar collector is required to comply with the local building and setback regulations and to be set back not less than five feet from the property line or any easement that is adjacent to the property line. E. Developers of all new residential subdivisions shall dedicate easements for the purpose of assuring that each lot or dwelling unit shall have the right to receive sunlight across adjacent lots or units for use of a solar energy system. The easements may be contained in a declaration of restrictions for the subdivision, which shall be recorded concurrently with recordation of the final map or issuance of permits, whichever shall first occur. The easements shall prohibit the casting of shadows by vegetation, structures, fixture, or any other object, except for utility wires and similar objects. FIGURE 17.76.020-1 SOLAR ACCESS 95 Page 316 P a ` Ile, No tree or shrub shall be placed or grown so as to \ cast a shadow greater than 10 percent of the collector absorption area upon that solar collector \ surface on the property of another at any one time between the hours of 10 a.m.and 2 p.m. FIGURE 17.76.020-2 SOLAR ORIENTATION N 5 (Code 1980, § 17.76.020; Ord. No. 855, § 4, 2012) 17.76.030 Development standards for wind energy systems. A. General development standards. 1. Siting. Wind energy systems are prohibited on ridgelines. 2. Setbacks. All wind energy systems shall comply with existing setbacks for the zone in which it is located as well as any fire code setback requirements. 96 Page 317 3. Color. Structural components including, but not limited to, towers and blades shall be of a nonreflective, unobtrusive color. 4. Guy wires. The use of guy wires is prohibited. Towers shall be self-supporting. 5. Utility connections. For interconnected systems, no wind energy system shall be installed until evidence has been notified and indicated that the proposed interconnection is acceptable. On-site electrical wires associated with the system shall be installed underground, except for"tie-ins" to the electric utility service provider and its transmission poles, towers and lines. 6. Exterior lighting. Exterior lighting on any wind energy system shall be prohibited unless specifically required by the Federal Aviation Administration. 7. Signs. No advertising sign or logo shall be placed or painted on any wind energy system, including towers and blades. 8. Noise. All wind energy systems are subject to noise standards as outlined in section 17.66.050 (Noise Standards). 9. Rotor safety. All wind energy systems must be equipped with manual and automatic over-speed controls to limit the rotational speed of the blades within the design limits of the rotor. 10. Electromagnetic interference. All wind energy systems shall be designed, installed and operated so that no distributing electromagnetic interference is caused. Disruptive interference from the facility shall be promptly rectified to include the discontinued operation of the wind energy system. 11. FAA regulations. All wind energy systems shall comply with applicable FAA regulations, including any necessary approvals for installations to close to airports. B. Residential site development standards. 1. Height. The maximum height for a small wind energy system is limited as follows: i. Freestanding systems shall not exceed 40 feet in height above grade level. ii. Roof-mounted systems shall not exceed 15 feet in height above the structure on which the system is mounted. 2. Number of systems. The maximum number of wind energy systems is limited as follows: i. Freestanding systems: One per parcel. ii. Roof-mounted systems: Two per parcel. C. Industrial site development standards. 1. Height. The maximum height for a small wind energy system is limited as follows: i. Freestanding systems shall not exceed 100 feet above grade level measured from finished grade to the center of the turbine hub. ii. Roof-mounted systems shall not exceed 25 feet in height measured from the center of the turbine hub to the roof surface above the structure on which the system is mounted. 2. Number of systems. The maximum number of wind energy systems is limited as follows: i. Freestanding systems: Two per parcel. ii. Roof-mounted systems: Four per parcel. 97 Page 318 3. Tower access. Towers must provide one of the following: i. Tower climbing apparatus located no closer than 12 feet from the ground; ii. Have an anti-climb device installed on the tower; iii. Provide a tower-access limitation program approved by the reviewing authority. D. Abandoned wind energy systems. Any wind energy system that is not used for a consecutive 12-month period shall be deemed abandoned. The property owner or permittee shall remove the wind energy system, clear the site of all equipment and restore the site as nearly as practicable to the condition prior to the installation of the wind energy system. 98 Page 319 Exhibit O Amendments to Section 17.126.090 Amended Section: 17.126.020 Universal Definitions. 17.126.020 Universal definitions. Parking Study describes a report prepared by a qualified traffic/parking engineer for review and acceptance by the director of engineering services/city engineer and planning director that analyzes the amount of parking proposed for a site relative to the parking demand generated by a proposed use(s). The report may include calculations and recommendations for reducing the number of parking spaces for a proposed use(s) and an analysis of shared on-site parking. The report may include parking counts of vehicles parked in an area during selected days and times to evaluate the ratio of available parking spaces to the number of vehicles parked . A parking study may also provide details on any recommended transportation demand management measures. 99 Page 320 07-21-2021 - CITY COUNCIL MEETING - ITEM E1. - ADDITIONAL CORRESPONDENCE RECEIVED Subject: FW:July 21, 2021 City Council Agenda —Item E1 - Proposed Development Code Amendment— DRC2021-00170 Attachments: 2021 0720 H.Van Ligten Letter to City Council of City of Rancho Cucamonga.pdf From: Mendoza, Clarissa <CMendoza@rutan.com> Sent:Tuesday, July 20, 2021 6:11 PM To:City Clerk<City.Clerk@cityofrc.us>; City Council <CityCouncil@cityofrc.us> Cc:Van Ligten, Hans<hvanligten@rutan.com>; Lanferman, David <DLanferman@rutan.com>;Van Ligten, Travis <TVanLiRten@rutan.com> Subject:July 21, 2021 City Council Agenda —Item E1- Proposed Development Code Amendment—DRC2021-00170 CAUTION:This email is from outside our Corporate network. Do not click links or open attachments unless youl recognize the sender and know the content is safe. Dear Honorable Mayor and Members of the City Council: Attached please find written correspondence from Mr.Van Ligten on behalf of Phelan Development Company, in regards to the above-referenced matter. Please feel free to contact Mr.Van Ligten with any questions or concerns. Best, Clarissa Mendoza Legal Secretary 455 Market Street, Suite 1870 1 San Francisco, CA 94105 O. (650)263-7900 1 D. (650)320-1500 x7725 CMendoza2rutan.com I www.rutan.com RUTAN RUTAN &TUCKER.LLP Privileged And Confidential Communication. This electronic transmission,and any documents attached hereto, (a)are protected by the Electronic Communications Privacy Act (18 USC§§2510-2521),(b) may contain confidential and/or legally privileged information,and(c)are for the sole use of the intended recipient named above. If you have received this electronic message in error, please notify the sender and delete the electronic message. Any disclosure, copying, distribution, or use of the contents of the information received in error is strictly prohibited. 1 Tl IN Hans Van Ligten • Direct Dial:(714)662-4640 RUTAN &TUCKER, LLP E-mail:hvanligten@rutan.com July 20, 2021 VIA E-MAIL Honorable Mayor and Members of the City City.Clerk@CityofRC.us and Council City of Rancho Cucamonga Council@CityofRC.us 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Re: Proposed Development Code Amendment—DRC2021-00170 July 21, 2021 City Council Agenda—Item E1 Objections to Unlawful Adoption of Proposed Development Code Amendments Dear Honorable Mayor and Members of the City Council: On behalf of our client, Phelan Development Company and its affiliated entities previously identified in the record ("Phelan"), we take this opportunity to again object to the proposed amendments to the City's Development Code (Title 17 of the City's Municipal Code), and to call the Council's urgent attention to the many ways in which the proposed actions would be in violation of state and federal law, and to urge that the Council reject the proposed amendments as currently proposed. Our client,Phelan, is the owner of the industrial properties located 9168 Hermosa Avenue, 11701 6th Street, and a Class A project currently under construction [assigned addresses of 8738, 8768 and 8798 E. 9th Street]. Phelan and our firm have previously communicated numerous comments and objections to the proposed amendment to the Development Code. Despite those comments and objections, however, the City has failed to address, much less correct, the procedural violations and substantive deficiencies raised in our prior objections. This letter respectfully reiterates and further explains those continuing concerns and objections, and provides additional legal authority in support of several of our objections to the proposed amendments. 1. Failure to provide lellally-required "notice" of proposed zone change. Adequate public "notice" of proposed changes in local planning or zoning regulations is critical, as explained by the Court of Appeal in Environmental Defense Project of Sierra County v. County of Sierra (2008) 158 Cal. App. 4th 877, 890): In the usual case,the Planning and Zoning Law establishes a two-stage process for a proposed zoning ordinance or amendment to a zoning ordinance. Rutan & Tucker, LLP 1 18575 Jamboree Road, gth Floor Irvine, CA 92612 1 714-641-5100 1 Fax 714-546-9035 2783/027225-0004 Orange County I Palo Alto I San Francisco I www.rutan.com 16731248.5a07/20/21 RUTAN RUTAN S TUCKER,LLP Honorable Mayor and Members of the City Council City of Rancho Cucamonga City.Clerk@CityofRC.us and Council@CityofRC.us July 20, 2021 Page 2 (See §§ 65854, 65855.) In the first stage, the planning commission holds a noticed public hearing on the proposed zoning ordinance or amendment to a zoning ordinance. (§ 65854.) After the hearing, the planning commission must make and transmit a written recommendation to the legislative body that includes"the reasons for the recommendation, [and] the relationship of the proposed ordinance or amendment to applicable general and specific plans." (§ 65855.) In the second stage, the legislative body, "[u]pon receipt of the recommendation of the planning commission" holds a public hearing.(§ 65856.) At that point, the legislative body "may approve, modify or disapprove the recommendation of the planning commission." (§ 65857.) .... At these stages—indeed at"every level of the planning process"—the Legislature "recognizes the importance of public participation." (§ 65033.) To this end, the Planning and Zoning Law has declared "the policy of the state and the intent of the Legislature that each state, regional, and local agency concerned in the planning process involve the public through public hearings, informative meetings, publicity and other means available to them, and that at such hearings and other public forums, the public be afforded the opportunity to respond to clearly defined alternative objectives,policies, and actions." (§ 65033, italics added.) The initial City "notices" and Staff reports prepared in connection with consideration of possible changes to the Development Code did not adequately disclose or describe the scope and impact of the proposed amendments, or discuss the fact that the proposals would actually impose changes "affecting the permitted uses" of properties covered by the proposed amendments, i.e., changes to the regulations and restrictions applicable within the various zoning districts impacted by the proposed amendments. The current versions of the proposed amendments, by contrast,now reveal that they would not merely change the names or designations of various industrial and warehouse zoning districts but would actually impose many new changes affecting the permitted uses of the impacted properties. Accordingly, the City was required by Government Code § 65854 to comply with the noticing requirements of both Government Code §§ 65090 and 65091, and specifically to include all of the information detailed in Government Code § 65094, well in advance of any Planning Commission or City Council hearings on the proposed amendments. As previously noted,the City failed to comply with these notice requirements. For example, for the notice published prior to the City Council meeting, the notice fundamentally failed to provide a general description of the location of property to be impacted by the proposed amendment. Likewise, it fails to adequately explain what the City Council was considering,which was essentially a rezoning of many different properties throughout the City. 2783/027225-0004 16731248.5 a07/20/21 R U_ TAN_ KVTAN 4 TUCKER,LLP Honorable Mayor and Members of the City Council City of Rancho Cucamonga City.Clerk@CityofRC.us and Council@CityofRC.us July 20, 2021 Page 3 The City has yet to produce a copy of the notice that was supposedly published prior to the Planning Commission meeting on May 26, 2021, so we are not able to determine the adequacy of that notice one way or the other. However, based on the deficient content of the more recent City Council "notice," it is likely that the notice suffers from similar, and potentially more infirmities. Further, the fact that this notice cannot be located online is concerning, as a notice such as this should be easy to locate. The fact that it is not makes the notice likely deficient as well. In addition, the July 7, 2021, staff report attempted to excuse the City's failure to provide adequate and informative mailed notice to affected property owners, such as Phelan, by the unsupported assertion that"it was determined that there were over 1,000 property owners to whom mailed notices would need to be sent." However, that is not the standard. Under Government Code § 65091(a), the City must provide notice to all impacted property owners and all owners within 300 feet of the impacted property owners. (See Gov't Code § 65091(a) [. . . "notice shall be given in all of the following ways . . ." (emph. added)]; § 65091(a)(1) ["Notice of the hearing shall be mailed or delivered at least 10 days prior to the hearing to the owner of the subject real property as shown on the latest equalized assessment roll."]; § 65091 (a)(4) ["Notice of the hearing shall be mailed or delivered at least 10 days prior to the hearing to all owners of real property as shown on the latest equalized assessment roll within 300 feet of the real property that is the subject of the hearing."].) While Government Code § 65091(a)(4) does allow for notice to be provided to those neighbors within 300 feet of the impacted property via published notice in a newspaper if they number more than 1,000, it does not impact or excuse the City's obligations under Government Code § 65091(a)(1) to provide actual and adequate mailed notice to those property owners whose property is being re-zoned.' Here, the City admits that it failed to provide the notice required by Government Code § 65091(a)(1)to the impacted property owners, including Phelan. As such,at a minimum,the City must restart the process, and provide the requisite notice to all impacted property owners, before it can consider the proposed development code amendment. ' As an aside, even if Government Code § 65091(a)(4) somehow supersedes the requirements of Government Code § 65091(a)(1) (it does not), the City's interpretation of paragraph (a)(4) is incorrect. The City apparently combines the total amount of neighbors within 300 feet and the total number of impacted property owners to determine that notice can be provided to both groups via publication. However, subsection (a)(4) requires both totals to be considered separately. The City has provided no evidence that shows that more than 1,000 owners fall into the categories separately. As such, the failure to provide mailed notice to impacted property owners is nonetheless in violation of the statutory notice requirements.. 2783/027225-0004 16731248.5 a07/20/21 RUTAN RUTAN_ b TUCRER,LLP Honorable Mayor and Members of the City Council City of Rancho Cucamonga City.Clerk@CityofRC.us and Council@CityofRC.us July 20, 2021 Page 4 2. Illegal failure to refer the modified version of proposed Ordinance 982 back to the Planning Commission for reconsideration. The Staff Report (July 7, 2021, p. 2) admits that the City Staff modified the proposed Development Code amendment ordinance ("Ordinance 982") after the Planning Commission considered the original proposal at a public hearing on May 26, 2021, and that Staff"inserted a new provision in into the ordinance to clarify that existing uses can continue as to operate as a lawful, permitted use. This language has been updated since the June 161h [Council] meeting and is included as Section 20 of the ordinance." Even if Staff s post-Planning Commission modifications to the proposed ordinance were well-intended as"clarifying"measures,the current process is nevertheless in violation of the State Planning and Zoning Law. State law, Government Code Section 65857, requires that the new modifications must first be referred back to the Planning Commission before they can be considered or acted upon by the City Council: If the legislative body makes "any modification of the proposed ordinance or amendment ... not previously considered by the planning commission during its hearing," the modification "shall first be referred to the planning commission for report and recommendation, but the planning commission shall not be required to hold a public hearing thereon." (Gov. Code § 65857.)] There is no evidence in the public record that these recent modifications to the proposed ordinance —added by Staff"since the June 16" Council hearing—were ever referred back to the Planning Commission for report and recommendation. Further, since the Planning Commission could only lawfully meet to review this matter at a duly-noticed public meeting pursuant to the Brown Act, and the City's records disclose no Planning Commission agenda from and after May 26,2021 where the topic was listed, it is clear the Planning Commission in fact did not review the revised proposal — at least not in a lawfully-conducted meeting. Accordingly, the Council's consideration of Ordinance 982, as modified, and any "first reading" approvals must be rescinded to allow for such required Planning Commission review and recommendation. See, e.g., Rialto Citizens for Responsible Growth v. City of Rialto (2012) 208 Cal, App. 4th 899, 919: "In light of the policy of full public participation expressed in section 65033, the planning commission's recommendations were a necessary part of"a general explanation of the matter to be considered" (§ 65094) at the July 1 hearing, and as such were required to be included in the notice of that hearing. (See Environmental Defense Project, supra, at p. 889.)" 2783/027225-0004 16731248.5 a07/20/21 RUTAN_ RUTAN 6 TUCKER,LLP Honorable Mayor and Members of the City Council City of Rancho Cucamonga City.Clerk@CityofRC.us and Council@CityofRC.us July 20, 2021 Page 5 3. The proposed Development Code Amendments are NOT reasonably related to serving the welfare of the affected region. A zoning amendment "must comply with the requirement that it be substantially and reasonably related to the welfare of the region affected." (Arnel Development Co. v. City of Costa Mesa (1980) 28 Cal.3d 511, 524; Associated Home Builders etc.. v. City of Livermore (1976) 18 Cal.3d 582, 609.) The City has failed to provide any coherent argument, much less any evidentiary showing, that its proposed zoning amendments would bear a substantial and reasonable relationship to the public welfare of the region—as required by law. As previously pointed out, the manifest impact of the amendment will be to "export"the newly-restricted uses to other communities in the region. If such uses do in fact generate adverse environmental impacts — as the City has previously contended — it would not serve the "regional welfare" to simply divert and displace such uses to other nearby communities in the region. There is no evidence in the record in connection with the proposed amendments that indicates that the City has adequately taken into account their impacts on regional welfare. 4. The proposed zoning changes would unlawfully create inconsistencies with the applicable General Plan. All local land use actions must be consistent with the applicable General Plan. (Orange Citizens for Parks & Recreation v. Superior Court(2016) 2 Cal.5th 141, 153.) The new changes to the proposed zoning amendments would be inconsistent with several fundamental policies of the City's General Plan, as detailed in our previous letters. Zoning actions — such as these—that create inconsistencies with an existing General Plan are invalid and are "void ab initio," as the Supreme Court stated in Lesher Communications v. City of Walnut Creek(1990) 52 Cal.3d 531. "While a given general plan is in effect, neither local governments nor electors can enact a zoning ordinance inconsistent with it." (City of Morgan Hill v. Bushey (2018) 5 Ca1.5t' 1068, 1079.) 5. The proposed zoning amendments are NOT "exempt" from CEQA and require compliance with CEQA before any Council action. Compliance with CEQA is generally required before the City may take any quasi- legislative action, such as zoning amendments, that may have a significant impact on the environment. (Pub. Res. Code §§ 21080, 21151; Union of Medical Marijuana Patients v. City of San Diego (2019) 7 Cal.5th 1171, 1187 [adoption of an amended zoning ordinance was a`project' subject to CEQA review].) 2783/027225-0004 16731248.5 a07/20/21 R_U_TAN RVTAN bTUC HE R.,UP Honorable Mayor and Members of the City Council City of Rancho Cucamonga City.Clerk@CityofRC.us and Council@CityofRC.us July 20, 2021 Page 6 The City may not exempt itself from compliance with CEQA or by relying on Staff's assertion that "it can be seen with certainty that there is no possibility" that the proposed zoning amendments may have a significant effect on the environment. Neither the Staff report nor the new "environmental analysis" (June 28, 2021) that Staff recently obtained from PlaceWorks "in order to further confirm" Staff s assertion (Staff Report, July 7, 2021, p. 3)justifies the claim of exemption under CEQA Guideline 15061(b)(3). It is noteworthy in this regard that the Staff Report acknowledges that the proposed amendments would have a very wide-spread impact on many existing property owners,businesses, employees and residents of the City — Staff asserts that more than 1,000 property owners alone would be impacted. The PlaceWorks analysis, like the Staff Report, appears to focus solely on the potential for environmental impacts within the City, purportedly based only on comparison with the City's existing "baseline conditions" under the City's existing Development Code. Neither document comes close to being the equivalent of an initial study nor do they provide an adequate evidentiary basis for the claim of exemption from CEQA. Any such claim of"exemption"would be nullified by one or more of the appropriate exceptions to a claim of exemption. (CEQA Guidelines §§ 15300, 15300.2). Any Council consideration of the proposed zoning amendments must therefore be preceded by an adequate, CEQA-compliant, initial study considering the appropriate parameters, baseline, and region. (Union v. San Diego, supra, 7 Cal.5th at 1186-87; CEQA Guidelines § 15063; Comm. to Save Hollywoodland Specific Plan v. City of Los Angeles (2008) 161 Cal.App.4th 168, 1186 [city erred by invoking CEQA exemption for `minor alteration to land use limitation' changing land uses without adequately considering the circumstances].) 6. The proposed new Development Code amendments are arbitrary. "A zoning ordinance must bear a substantial and reasonable relationship to the public welfare, and an arbitrary and discriminatory zoning decision is an invalid exercise of the police power. (Arnel Development Co. v. City of Costa Mesa (1981) 126 Cal.App.3d 330, 336-337.)" (Merritt v. City of Pleasanton (2001) 89 Cal.AppAth 1032, 1036.) In conclusion, Phelan again reiterates its request that the City Council not approve the proposed Development Code amendment as currently presented. Council action on the proposed Development Code Amendment without new a new report and recommendation from the Planning Commission on the modified version of the Ordinance, and with no environmental analysis will violate CEQA, and without adequate notice, will be invalid. 2783/027225-0004 16731248.5 a07/20/21 UT_A_N_ WU b TUCKER,L Honorable Mayor and Members of the City Council City of Rancho Cucamonga City.Clerk@CityofRC.us and Council@CityofRC.us July 20, 2021 Page 7 We respectfully urge the Council to (a) rescind the Council's "first reading" of Ordinance 982; and (b) remand the proposal to the Staff with directions to continue working with impacted parties like Phelan to reach a solution that is beneficial to all parties -- including compliance with CEQA and General Plan requirements. To the extent necessary, Phelan incorporates by reference and restates here all of its prior objections in the record, and adopts the well-founded objections of other impacted parties. Thank you for your consideration. Very truly yours, RUTAN &TUCKER, LLP Hans Van Ligten HVL:cm 2783/027225-0004 16731248.5 a07/20/21 07-21-2021 - CITY COUNCIL MEETING - ITEM E1. - ADDITIONAL CORRESPONDENCE RECEIVED Subject: FW:July 21, 2021 City Council Agenda— Item E1 - Proposed Development Code Amendment— DRC2021-00170 Attachments: 2021 0721 K. DeArmey Letter to City of Rancho Cucamonga.pdf From: Mendoza, Clarissa <CMendoza@rutan.com> Sent:Wednesday,July 21, 2021 1:20 PM To: City Clerk<City.Clerk(@citvofrc.us>; City Council <CityCouncil@cityofrc.us> Cc: Van Ligten, Hans<hvanligten@rutan.com>; kdearmev@phelandevco.com <kdearmev@phelandevco.com>; iphelan@phelandevco.com <iphelan@phelandevco.com> Subject:July 21, 2021 City Council Agenda—Item E1- Proposed Development Code Amendment—DRC2021-00170 CAUTION:This email is from outside our Corporate network. Do not click links or open attachments unless you recognize the sender and know the content is'safe.1 Dear Honorable Mayor and Members of the City Council: Attached please find written correspondence from Katrina DeArmey on behalf of Phelan Development Company, in regards to the above-referenced matter. Best, Clarissa Mendoza Legal Secretary 455 Market Street, Suite 1870 1 San Francisco, CA 94105 O. (650)263-7900 1 D. (650) 320-1500 x7725 CMendoz44rutan.com I www.rutan.com RUTAN RUTAN G TUCKER, LLP Privileged And Confidential Communication. This electronic transmission, and any documents attached hereto, (a)are protected by the Electronic Communications Privacy Act (18 USC§§2510-2521), (b) may contain confidential and/or legally privileged information, and (c)are for the sole use of the intended recipient named above. If you have received this electronic message in error, please notify the sender and delete the electronic message.Any disclosure, copying, distribution,or use of the contents of the information received in error is strictly prohibited. 1 y Phelan Development Company PHELAN 450 Newport Center Drive,Suite 405 D E V E L O P M E N T Newport Beach,CA 92660 TEL 949.720.8050 Eu 949.720.8090 July 21, 2021 Honorable Mayor and Members of the City Council City of Rancho Cucamonga 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Sent Via Email to: City.Clerk@CityofRC.us and Council@CityofRC.us Honorable Mayor and Members of the City Council: As you know, Phelan Development Company has an industrial development project under construction currently with assigned addresses of 8738 E. 9th Street, 8768 E. 9th Street and 8798 E. 9th Street. At the June 16, 2021 City Council meeting, we expressed our objections to the proposed amendment to Title 17(Development Code)of the Rancho Cucamonga Municipal Code. Objection letters were submitted by Phelan Development and our attorney for your consideration in advance of the July 7, 2021 City Council meeting. We have also requested meetings with members of the City Council and continue to make ourselves available to City Staff in an attempt to have our concerns addressed. While we remain concerned about how the proposed amendment will cause leasing related challenges for existing industrial real estate within the City, this letter is specifically focused on our 9th&Vineyard project. We have made a significant investment in this development, which is being constructed within the General Industrial zone. If the proposed development code amendment is approved, these buildings would no longer be allowed to be occupied by many of the industrial tenants that would otherwise be allowed to occupy them. These Class A speculative buildings (progress photos attached) were designed to accommodate a number of industrial uses that have traditionally been allowed to operate in a General Industrial zoning designation. To provide history, rather than develop one large industrial building we elected to develop three smaller buildings in an effort to accommodate the desires of the community. This property is immediately adjacent to residential condos and an apartment complex. As part of our community outreach, which was required prior to entitlement approvals, we hosted events and got to know many of our neighbors.During these interactions,they expressed excitement to have new buildings with occupants that will keep the property safe and secure. We obtained unanimous approval of our proposed development at Planning Commission in January 2020. Our timeline to start construction was then delayed by pandemic related shutdowns and layoffs. Nonetheless, we spent a significant amount of money to demolish the existing buildings/structures that were on the property when we purchased it, which had been left unoccupied and for months prior to our close of escrow and had been overrun by illegal break-ins, Page 1 of 2 fires, and crime.The police and fire department's assistance were needed on multiple occasions to secure the property prior to demolition. Phelan Development has always been a good development partner to the City of Rancho Cucamonga.We now need your help in making our new project a success for the good of the entire community. Having these buildings remain vacant for an extended period following construction completion, due to the City's actions, is not at all the outcome we anticipated when we made the decision to move forward with this significant investment. It is our understanding that the City's prior offer to provide a 180 day exemption for the new development standards to not apply to projects that are currently under construction has been withdrawn. Please understand that this offer would not allow sufficient time for these buildings to be occupied under the prior allowed uses given our current timeline to complete construction.New construction schedules are often delayed for reasons beyond the developer's control, including power infrastructure being constructed by Southern California Edison. Therefore, we cannot agree to a timeline that may be missed for reasons beyond our control. Our attorney with Rutan & Tucker has issued an objection letter on our behalf further detailing our concerns. While we recognize that we may have no choice but to pursue our legal rights, we are writing again in an effort to resolve this issue without litigation. I would welcome the opportunity to meet with members of the City Council to discuss this important matter. Sincerely, PHELAN DEVELOPMENT COMPANY K Katrina DeArmey Cc: Jeff Phelan, Phelan Development Company Hans Van Lighten, Rutan &Tucker (Enclosure) Page 2 of 2 Property Prior to Purchase _t- z w t r y Ik w, a� Current Construction Progress y. s rtj, Rendering of Final Project ti> i x �t Yr, NONgq I � DATE: July 21, 2021 TO: President and Members of the Board of Directors FROM: John R. Gillison, City Manager INITIATED BY: Ivan Rojer, Fire Chief Tamara L. Oatman, Finance Director Darci Vogel, Fire Business Manager Michelle Cowles, Management Analyst II SUBJECT: Consideration of a Resolution Adopting the Fire District's General Fund Final Budget for Fiscal Year 2021/22. (RESOLUTION NO. FD 2021-022) (FIRE) RECOMMENDATION: Staff recommends the Fire Board approve a Resolution adopting the General Fund Final Budget for FY 2021/22 in the amount of $57,169,640 which is a combination of $38,050,430 General Fund operational expenditures, $210 Fire Technology Fee Fund expenditures, and $19,119,000 Capital Reserve expenditures. BACKGROUND: The Health and Safety Code, commencing with Section 13890 et seq, requires that Fire Protection District: 1. Adopt a preliminary budget; 2. Publish notice regarding a public hearing for final budget adoption; and 3. On or before October 1st of each year, the Board shall adopt its final budget. ANALYSIS: In compliance with the above requirements, the Fire Board of Directors has: 1. Conducted a public budget workshop on June 18, 2021, and adopted the preliminary budget on June 28, 2021; 2. Published on two (2) occasions in the Inland Valley Daily Bulletin notices regarding the public hearing for consideration of final budget adoption; and 3. Submitted a proposed resolution adopting the General Fund Final Budget during the Board meeting scheduled for July 21, 2021. The preliminary budget has been available for public inspection in accordance with the Health and Safety Code. FISCAL IMPACT: The actions taken by the Fire Board will establish the Rancho Cucamonga Fire Protection District's final spending plan for Fiscal Year 2021/22. Page 321 COUNCIL MISSION /VISION / GOAL(S) ADDRESSED: This item brings together portions of the Council's vision and core values. The delivery of vital fire and life safety services to residents, visitors, and businesses, through an innovative combination of risk reduction and emergency response programs, promotes and enhances a safe and healthy community for all. ATTACHMENTS: Attachment 1 — Resolution No. FD 2021-022 Page 2 Page 322 RESOLUTION NO. FD 21-XXX A RESOLUTION OF THE BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, ADOPTING A FINAL BUDGET FOR THE FISCAL YEAR JULY 1, 2021 THROUGH JUNE 30, 2022 WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District adopted its General Fund Preliminary Budget on June 28, 2021, and made said preliminary budget available for inspection by interested taxpayers; and WHEREAS, the Board of Directors noticed a time and place for a public hearing regarding the preliminary budget; and WHEREAS, the Board of Directors of the Rancho Cucamonga Fire Protection District conducted said hearing in accordance with requirements set forth in the Health and Safety Code of the State of California. NOW, THEREFORE, the BOARD OF DIRECTORS OF THE RANCHO CUCAMONGA FIRE PROTECTION DISTRICT HEREBY RESOLVES, to adopt the General Fund Final Budget for the District for Fiscal Year 2021/22 in the amount of $57,169,640 which is a combination of $38,050,430 General Fund operational expenditures, $210 Fire Technology Fee Fund expenditures, and $19,119,000 Fire Protection Capital Fund expenditures. The General Fund Final Budget is on file in the office of the Finance Director. PASSED, APPROVED, and ADOPTED this 21s' day of July 2021. Resolution No. FD 21-xxx— Page 1 of 1 ATTACHMENT 1 Page 323 CITY OF RANCHO CUCAMONGA $l DATE: July 21, 2021 TO: Mayor and Members of the City Council FROM: John R. Gillison, City Manager INITIATED BY: Tamara L. Oatman, Finance Director Noah Daniels, Deputy Director of Finance SUBJECT: Consideration of Resolutions Confirming the Diagrams and Assessments and Ordering the Levy and Collection of Annual Assessments for Landscape Maintenance Districts; Street Lighting Maintenance Districts; and Park and Recreation Improvement District No. PD-85 for Fiscal Year 2021/22. (RESOLUTION NO. 2021-077, RESOLUTION NO. 2021-078, RESOLUTION NO. 2021-079) (CITY) RECOMMENDATION: Staff recommends that the City Council adopt Resolutions to confirm the assessment diagrams, approve the Annual Engineer's Reports, and order the levy of assessments for the following Landscape Maintenance Districts, Street Lighting Maintenance Districts, and Park and Recreation Improvement District (each a "District" and collectively the "Districts") for Fiscal Year 2021/22: 1. Landscape Maintenance District Nos. 1, 2, 3B, 4-R, 5, 6-R, 7, 8, 9, and 10, 2. Street Lighting Maintenance District Nos. 1, 2, 3, 4, 5, 6, 7, and 8, and 3. Park and Recreation Improvement District No. PD-85 BACKGROUND: On July 7, 2021, the City Council adopted resolutions ordering and approving the preparation of the preliminary Annual Engineer's Reports for the levy of annual assessments for each District. On that date, the City Council also adopted resolutions setting a public hearing for July 21, 2021. After conducting the public hearing, the City Council may adopt the attached Resolutions confirming the recommended levy of assessments for the Districts. Adopting the Resolutions will reconfirm the Districts for Fiscal Year 2021/22, and staff will file the certified list of all parcels subject to the levy for each District with the County of San Bernardino to be included in the property owners' property tax billings. ANALYSIS: Annually, staff performs a financial analysis for each District to determine the recommended assessment rates. These rates must be sufficient to maintain the specific improvements of each District. However, the rates cannot exceed the maximum allowable assessment rate for each District. Staff provided an analysis on the Districts with rate changes on the July 7, 2021 Staff Report. Page 324 The table below summarizes of the maximum and recommended assessment rates for each District for Fiscal Year 2021/22: Current New Maximum District Assessment Assessment Assessment Notes LMD 1 Rate increase would (General City) $92.21 $92.21 $92.21 require voter approval. LMD 2 (Victoria $503.80 $503.80 $546.45 e change r Neighborhood Parks) recommended. LMD 3B No(Commercial $282.24 $282.24 $352.80 change re Industrial) recommended. LMD 4-R No change (Terra Vista Planned $397.15 $397.15 $482.44 recommended. Community) LMD 5 $56.65 $56.65 $113.29 No change (Andover) recommended. LMD 6-R 2.25% increase to (Caryn Planned $451.92 $462.07 $462.07 reflect an increase in Community) operational costs. LMD 7 Rate increase would (North Etiwanda) $307.05 $307.05 $307.05 require voter approval. LMD 8 Rate increase would (South Etiwanda) $151.45 $151.45 $151.45 require voter approval. 40% decrease, LMD 9 sufficient revenues (Lower Etiwanda) $436.69 $311.92 $644.67 are available to meet financial obligations. LMD 10 3% increase to reflect (Rancho Etiwanda) $758.72 $781.48 $992.03 an increase in operational costs. SLD 1 Rate increase would (Arterials) $17.77 $17.77 $17.77 require voter approval. SLD 2 Rate increase would (Local Streets) $39.97 $39.97 $39.97 require voter approval. SLD 3 Rate increase would (Victoria Planned $47.15 $47.15 $47.15 require voter Community) approval. SLD 4 Rate increase would (Terra Vista Planned $28.96 $28.96 $28.96 require voter Community) approval. Page 2 Page 325 Current New Maximum District Assessment Assessment Assessment Notes SLD 5 Rate increase would (Caryn Planned $34.60 $34.60 $34.60 require voter Community) approval. SLD 6 Rate increase would (Commercial $51.40 $51.40 $51.40 require voter Industrial) approval. SLD 7 Rate increase would (North Etiwanda) $33.32 $33.32 $33.32 require voter approval. SLD 8 $30.60 $30.60 $193.75 No change (South Etiwanda) recommended. PD-85 Rate increase would (Red Hill and Heritage $31.00 $31.00 $31.00 require voter Parks) approval. Lastly, the City Council has approved the transfers of funds to some Districts with the adoption of the Fiscal Year 2021/22 budget on June 28, 2021. As a reminder, a District that receives a "General Benefit Equivalent" contribution is either 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 for a given district. In Fiscal Year 2021/22, the following Districts are budgeted to receive General Benefit Equivalent contributions from the City General Fund: • $36,610 for LMD 1 General City • $40,090 for LMD 6-R Caryn Planned Community • $63,610 for SLD 2 Local Streets $28,920 for SLD 5 Caryn Planned Community • $29,400 for SLD 7 North Etiwanda • $99,990 for PD-85 ($26,260 for operations of Red Hill and Heritage Parks and $73,730 for the Red Hill Water Feature) LMD 2 Victoria Neighborhood Parks is budgeted to receive $303,270 in "General Benefit Contribution" from the City General Fund following the voter-approved measure to quantify the dollar value of the general benefit provided to the community at large by the District. 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). COUNCIL MISSION /VISION / 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. Page 3 Page 326 ATTACHMENTS: Attachment 1 —Annual Engineer's Report LIVID 1 Attachment 2 —Annual Engineer's Report LIVID 2 Attachment 3 —Annual Engineer's Report LIVID 3B Attachment 4 —Annual Engineer's Report LIVID 4-R Attachment 5—Annual Engineer's Report LIVID 5 Attachment 6 —Annual Engineer's Report LIVID 6-R Attachment 7 —Annual Engineer's Report LIVID 7 Attachment 8 —Annual Engineer's Report LIVID 8 Attachment 9 —Annual Engineer's Report LIVID 9 Attachment 10 —Annual Engineer's Report LIVID 10 Attachment 11 —Annual Engineer's Report SLID 1 Attachment 12 —Annual Engineer's Report SLID 2 Attachment 13 —Annual Engineer's Report SLID 3 Attachment 14 —Annual Engineer's Report SLID 4 Attachment 15 —Annual Engineer's Report SLID 5 Attachment 16 —Annual Engineer's Report SLID 6 Attachment 17 —Annual Engineer's Report SLID 7 Attachment 18 —Annual Engineer's Report SLID 8 Attachment 19 —Annual Engineer's Report PD-85 Attachment 20 — Resolution LMDs Ordering the Levy and Collection of Special Assessment Attachment 21 — Resolution SLDs Ordering the Levy and Collection of Special Assessment Attachment 22 — Resolution PD 85 Ordering the Levy and Collection of Special Assessment Page 4 Page 327 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Landscape Maintenance District No. 1 (General City) ATTACHMENT 1 Page 328 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 Tern 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. Oatman, Finance Director Page 329 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 330 ENGINEER'S LETTER WHEREAS, on July 7, 2021 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-055, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 45,240 Operations and Maintenance 1,335,760 Capital Expenditures 198,920 Transfer Out 90,000 Total Expenditures Budget 1,669,920 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 1,238,160 Anticipated Prior Year Delinquencies Collection 12,220 Subtotal - Taxes 1,250,380 Other Revenues 60,820 Transfer In 160,990 Total Revenues Budget 1,472,190 Contribution to/(Use of) Fund Balance $ (197,730) Total District EBU Count 13,562.67 Actual Assessment per EBU $ 92.21 Maximum Allowable Assement per EBU $ 92.21 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 1 Page 331 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. I 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. 1, 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. eVV ESS 104,, 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V�\- R) Director of Engineering Services/City Engineer of ck�\ Landscape Maintenance District No. 1 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 1 Page 332 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 2021/22 ATTACHMENT 1 Page 333 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 2021/22 ATTACHMENT 1 Page 334 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 2021/22 ATTACHMENT 1 Page 335 A-7 The cutouts and vines on the south side of Wilson Ave from the Alta Loma Channel to 240 feet east of Zapata Pl. 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 2021/22 ATTACHMENT 1 Page 336 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 2021/22 ATTACHMENT 1 Page 337 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 2021/22 ATTACHMENT 1 Page 338 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 2021/22 ATTACHMENT 1 Page 339 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 A-44 The cutouts on the west side of Sapphire St from Banyan St to Marble Ave. Ground Cover area: 7,300 square feet A-45 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 Pl. 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 2021/22 ATTACHMENT 1 Page 340 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 2021/22 ATTACHMENT 1 Page 341 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 Hardscape area: 9,949 square feet A-65 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 A-66 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 A-67 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 A-68 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 2021/22 ATTACHMENT 1 Page 342 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 2021/22 ATTACHMENT 1 Page 343 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 Pl. 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 Pl. 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 2021/22 ATTACHMENT 1 Page 344 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 B-14 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 B-15 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 Pl. 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 2021/22 ATTACHMENT 1 Page 345 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 2021/22 ATTACHMENT 1 Page 346 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 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 C-4 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 2021/22 ATTACHMENT 1 Page 347 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 2021/22 ATTACHMENT 1 Page 348 D-1 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 D-2 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 D-3 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 2021/22 ATTACHMENT 1 Page 349 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 2021/22 ATTACHMENT 1 Page 350 TI r �• v D v Q- (1) City of Rancho Cucamonga � 0 L < a' , v Landscape Maintenance District No. 1 N �"dH° � Irrigation Sites o N (D � ��9..►,.r.w.�..rrir...-...r�.r ..�,r.�r�..r.«..ar�w�i.i� ■i.iriri.rr�r.l.rri■i�l rl�lL lr�rrti , n62 us i j 1 pp N m Hillside RdA'� t i` A3] Alf'r, h�Ahf Ae ■ T1154n p1V' uF • iA1f �ITBanyan St Z —�sA40 A3f 9 � , 19th St �\ SJl A� A2�7�Ibl A 91bJ } } �t/J `A ■ A33 T Q *A4% 91A �13 O v tit MJ Base Line Rd U< CSCG� o= /;,&FcPothill ine Rd �MIIC..C...prk n { O Foothill BI U Bi 0 v ! �� ± Arrow Rt Arrow Rt 8th St > .�.y 12 fa6tl7 5 1 W Legend 4th Stk e,, .,_ _.«..,,..�_ ..._._._,_. _ 4th St D 0 LMD 1 Water Meters � 1 Km dam.and V—W pflc rear, -r as y a mmnt w a.m e y d Q tlx Oa d nad.Camrr —�ab a p A-2zum d g—Moan—. fr o � � � � E LMD 1 Irrigation Pumps DfieCq dRandio Cuanvge rrakc ra rrW�m Marrantx rat or puarartxe f0 p > -If +•, 4C+ rangy.hinCl�of ar.,,urarnetlrn 1p ._ w mv-�„. T� avd , daR�, a m>v — s _ — @ LMD 1 Irrigation Lines CD= ad n,—d m k kp� —,r A y a..11 trd ,erne o�>ra h v u ga r ihr�y d paid.C Q.opW.Uv xd n*Ui I1n� dli lns enr +� --� w� A...> —. ine nr� b.—k �d.O qdM .aaa.� w LMD 1 cnm d a, ,—Jmr Ar,d t—fw aa parnaaar praax nz �x d P—C Va ■NEI! 1 mall r,du,e aamt na aasne r«ladltr,nq d;e d the c,a ,fn(1) Z Q�A �asa,.dc a a�A�a p.-sdP,sa.7 City Limits N ` p �demaa�a� 1 � C.7= u 15 r' 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 18,050 Part-time Salaries 14,350 Fringe Benefits 12,840 Subtotal- Personnel 45,240 Operations and Maintenance: Operations and Maintenance: O & M/General 77,070 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 89,170 Contract Services: Contract Services/General 645,960 Contract Services/Facilities 7,410 Tree Maintenance 52,500 Subtotal-Contract Services 705,870 Utilities: Telephone Utilities 1,890 Water Utilities 380,530 Electric Utilities 37,450 Subtotal- Utilities 419,870 Assessment Administration 62,850 Admin./General Overhead 57,340 Other Expenses 660 Subtotal-Operations and Maintenance 1,335,760 Capital Expenditures: Captial Outlay- Equipment 8,920 Captial Outlay- Improvements Other Than Building 90,000 Captial Project 100,000 Subtotal-Capital Expenditures 198,920 Transfer Out: Transfer Out- LMD#1 Capital Reserve Fund 90,000 Total Expenditures Budget $ 1,669,920 Landscape Maintenance District No. 1 — City of Rancho Cucamonga 22 Fiscal Year 2021/22 ATTACHMENT 1 Page 352 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 1,238,160 Anticipated Prior Year Delinquencies Collection 12,220 Subtotal -Taxes 1,250,380 Other Revenues: Interest Earnings 19,560 Other Rental/Lease Income 28,270 Park Maintenance Fees 3,050 Sports Field User Group Rentals 110 Sports Lighting Fees 9,730 Other Revenue 100 Subtotal - Other Revenues: 60,820 Transfer In: Transfer In - General Fund 36,610 Transfer In - LIVID #1 Operating Fund 90,000 Transfer In - CFD Empire Lakes 34,380 Subtotal -Transfer In: 160,990 Total Revenues Budget 1,472,190 Contribution to/(Use of) Fund Balance $ (197,730) Total Gross Estimated Assessments $ 1,250,665.21 Total District EBU Count 13,562.67 Actual Assessment per EBU- Fiscal Year 2021/22 $ 92.21 Maximum Allowable Assement per EBU- Fiscal Year 2021/22 $ 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 2021/22 ATTACHMENT 1 Page 353 Operating Capital Total Reserve Reserve Reserve Estimated Reserve Fund Balance, June 30, 2021 $1,296,936 $412,049 $1,708,984 Contribution to/(Use of) Reserve- Fiscal Year 2021/22 (110,480) (87,250) (197,730) Estimated Reserve Fund Balance, June 30, 2022 $1,186,456 $324,799 $1,511,254 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. 1 — City of Rancho Cucamonga 24 Fiscal Year 2021/22 ATTACHMENT 1 Page 354 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) Hof 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 2021/22 ATTACHMENT 1 Page 355 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 2021/22 ATTACHMENT 1 Page 356 • 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 2021/22 ATTACHMENT 1 Page 357 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 2021/22 maximum allowable assessment rates for the District: Maximum Allowable Actual Assessment Assessment Total Rate per EBU Rate per EBU Units/Acres Total EBUs Single Family Residential $92.21 $92.21 8,395.00 8,404.00 Multi-Family Residential 92.21 92.21 10,282.00 5,141.00 Non-Residential 92.21 92.21 1 8.83 1 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 2021/22 ATTACHMENT 1 Page 358 -n r �• v D City of Rancho Cucamonga m � 0 � Y 9 �,.,� z � 9) Landscape Maintenance District No. 1 CD RANCHO — � Y N CUCAMoNCk Mimi _ W _ (General City) O 5• ; ■..I.1.�.�.�.�.�.�...u�.. I.� �.1.1. ruutaar�■ �1■Lu�.�.�.�r�....�LLi.0 1 N (D ii ■ ■ { O o Hillside Rd ! ■ '� L � CD i m 3 !Wilson Av in ii 8 ■ i - 90 0 Banyan St o i I 14th St O L Base Line Rd .. U ■ Base Line Rd n r``1 = i O n ■ Foothill BI Foothill BI v � 3 ■ O Arrow Rt G ■ Arrow Rt cQ ■ v � i Sth Sty ■ � 7 1 Saar meth S ; #n ca a) s i Legend 4th St#..�.�.;.�.+. ..,..:°.�.�.�.�.f ------ 4th St 11.It } a } } } ■ City Limits fil d tuba 6ek.uy H Pfau a a W� .cy ofr i�An.mt LMD 'I (D E d aw r d.me m re�prr.,y wwr+ne re r wn,wer�rw.eue n.u. � to (Om coZ ���..��H..,....��.an�,,.,r�e. � _ � w Miles N (fl ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Units/ Property Type (County Use Code) Rate Per EBU Acres Total EBUs Total Assessment Single Family Residential $92.21 8,395.00 8,404.00 $774,932.84 Multi-Family Residential 92.21 10,282.00 5,141.00 474,103.02 Non-Residential 1 92.21 8.83 17.67 1,629.35 Total 1 1 18,685.83 13,562.67 $1,250,665.21 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 2021/22: Annexation Total APN Date Project Name Units/Acres Total EBUS Property Type 1061-261-01 04/16/20 SUBTT20042 26.00 26.00 SFD 1076-151-35 07/16/20 PMT2020-01021 1.00 1.00 SFD 0201-902-16 12/02/20 SUBTPM20098 1.00 1.00 SFD 0208-931-05 1 12/16/20 1 PMT2020-01934 1.00 1 1.00 1 SFD Landscape Maintenance District No. 1 — City of Rancho Cucamonga 30 Fiscal Year 2021/22 ATTACHMENT 1 Page 360 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Landscape Maintenance District No. 2 (Victoria Neighborhood Parks) ATTACHMENT 2 Page 361 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 Tern 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. Oatman, Finance Director Page 362 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 363 Proposed Maximum Assessment Rates 50 Cost of Living Inflator 50 ASSESSMENT DIAGRAM 51 ASSESSMENT ROLL AND ANNEXATIONS 53 Assessment Roll 53 Annexations 53 Page 364 ENGINEER'S LETTER WHEREAS, on July 7, 2021 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-055, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 964,340 Operations and Maintenance 2,996,180 Capital Expenditures 1,027,230 Total Expenditures Budget 4,987,750 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 3,697,410 Anticipated Prior Year Delinquencies Collection 27,410 Subtotal -Taxes 3,724,820 Other Revenues 48,920 Transfer In 303,270 Total Revenues Budget 4,077,010 Contribution to/(Use of) Fund Balance $ (910,740) Total District EBU Count 81,554.33 Actual Assessment per EBU $ 45.80 Maximum Allowable Assement per EBU $ 49.68 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 2 Page 365 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. 1, 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. �o Q*O ESSIpNgI J No. 67514 Q Jason C. Welday 9lF I V Director of Engineering Services/City Engineer of Landscape Maintenance District No. 2 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 2 Page 366 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 2021/22 ATTACHMENT 2 Page 367 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 2021/22 ATTACHMENT 2 Page 368 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 2021/22 ATTACHMENT 2 Page 369 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 2021/22 ATTACHMENT 2 Page 370 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 2021/22 ATTACHMENT 2 Page 371 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 2021/22 ATTACHMENT 2 Page 372 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 2021/22 ATTACHMENT 2 Page 373 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 Pl. 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 Pl. 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 2021/22 ATTACHMENT 2 Page 374 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 2021/22 ATTACHMENT 2 Page 375 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 2021/22 ATTACHMENT 2 Page 376 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 2021/22 ATTACHMENT 2 Page 377 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 Pl. 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 2021/22 ATTACHMENT 2 Page 378 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: 9,661 square feet Turf area: 11,529 square feet Hardscape area: 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 2021/22 ATTACHMENT 2 Page 379 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 2021/22 ATTACHMENT 2 Page 380 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 2021/22 ATTACHMENT 2 Page 381 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 Pl. Ground Cover area: 20,172 square feet Turf area: 8,190 square feet Hardscape area: 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 2021/22 ATTACHMENT 2 Page 382 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 1,314 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 Pl. 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 2021/22 ATTACHMENT 2 Page 383 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 2021/22 ATTACHMENT 2 Page 384 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 2021/22 ATTACHMENT 2 Page 385 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 2021/22 ATTACHMENT 2 Page 386 TI r v Q City of Rancho Cucamonga CD v Landscape Maintenance District No. 2 �' m RANCHO Irrigation Sites N E: CUCFMC*4r�A O CD 73 N VG29 - --- -- ----UGd2— 1 V aG40 � VWi6=VW19 0 �YG V •, L'G25 • IVW33 nG27 VG24 • 1S •, VGG11VG10 • VG26a I vG7 1 i VG2g G!A �i VYf 15 0. 1 � t = V039 V++G3�i� VG49- n-F �� VGBL •WG8 • VG23 / I Y5'f27 • 1 Z �Vf4Y+2� •VGM 1 +VG3S JJ`` _�2 vw1C N VG5 V613 VG21--- Vl!2W-36—t-- �VWU +V4Y2S VG12 ' vM oaf VG1 V0 19 III . f VG3 a V V J52 VW14 + +d VFA G4 II O _._- PE12T— PE13 t •VG51 PEid —Vw2d�I. W ---- — _ - YGN ,WGU VG3:{ - VG3 - _ VG40 • VW5 VW& VW7 VG54 1+ k 42 + • L7 YSNd /} d VG16 VG151 •VG46 •l'GdI J V4'fi • '%W25 f O Base Line Rd I- _ • II 1�Ii3 r1 2dP ILVW27 1 c I w 27 O L � • II � y Yceon ,arbors Park II y 12� i }�12_, L ■24 Legend ■ ■ Irrigation Pumps Gp + Water Meters Y� Irrigation Lines D The map.,d=,and grsgmar reamwon avrlmk by am&—gh I LIM d 2 nc.0W d Im-he il,amorg.are urcemnf m e publt�—d 91 rraaeu�. q„f i� 111 afm d P.s fLannra�mabc rm milks ry nvratlL n�rxgriallm m Way w ■ m y �,=—,am+=-yc m+oeo-�res w undlnes d ar,y Warn�wn I y 2 m,n h&— rr —a�n�r a,ape.,,�1l,fc ae,m� O � ■ City Limits and a,cbzf m rdmerdermv%wry any m I ]nfmranm w—ftnd been --J �r■�� W The Cq,d ford.C—rge a Okmv a a vnena trnamon deamrrra a y and al 0017 Rr ,.and--a — marring-b t r imft�d m,ea-milled,.-e v nKrcr d ambd y and ft—fw a parcxiaar pe a.Tk M o d kw,,o Comm, a Y II Z Sul ne[}w amzc ngr assure any um04IN mp.Ld of ma m um for(i)am W Miles N —,rook.a 1 amr m in aIb pradea arafm R any 0.3 D-15 6 I� 0.3 N �JJ irnaion—"ar,-m any P— eunm upm c b on umn a eihue ne en 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 Fiscal Year 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 582,690 Overtime Salaries 1,090 Part-time Salaries 70,550 Fringe Benefits 310,010 Subtotal - Personnel 964,340 Operations and Maintenance: Operations and Maintenance: O & M/General 83,300 Vehicle Operations and Maintenance 5,000 Emergency Equipment and Vehicle Rental 200 Subtotal - Operations and Maintenance 88,500 Contract Services: Contract Services/General 1,301,810 Tree Maintenance 163,340 Subtotal - Contract Services 1,465,150 Utilities: Water Utilities 952,430 Electric Utilities 47,700 Subtotal - Utilities 1,000,130 Assessment Administration 35,080 Admin./General Overhead 324,160 Interfund Allocation 83,160 Subtotal - Operations and Maintenance 2,996,180 Capital Expenditures: Captial Outlay- Equipment 2,230 Captial Outlay- Improvements Other Than Building 25,000 Captial Projects 1,000,000 Subtotal - Capital Expenditures 1,027,230 Total Expenditures Budget $ 4,987,750 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 24 Fiscal Year 2021/22 ATTACHMENT 2 Page 388 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 3,697,410 Anticipated Prior Year Delinquencies Collection 27,410 Subtotal -Taxes 3,724,820 Other Revenues: Interest Earnings 47,960 Park Maintenance Fees 960 Subtotal - Other Revenues: 48,920 Transfer In: Transfer In - General Fund 303,270 Total Revenues Budget 4,077,010 Contribution to/(Use of) Fund Balance $ (910,740) Total Gross Estimated Assessments $ 3,734,751.68 Total District EBU Count 81,554.33 Actual Assessment per EBU - Fiscal Year 2021/22 $ 45.80 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 49.68 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, 2021 $ 3,760,724 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 (910,740) Estimated Reserve Fund Balance, June 30, 2022 $ 2,849,984 Landscape Maintenance District No. 2 — City of Rancho Cucamonga 25 Fiscal Year 2021/22 ATTACHMENT 2 Page 389 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 2021/22 ATTACHMENT 2 Page 390 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 2021/22 ATTACHMENT 2 Page 391 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 2021/22 ATTACHMENT 2 Page 392 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, 972 condominium units, 729 multi-family (apartment) units, 57.97 acres of commercial property, 4 schools, 1 Church, 1 fire Landscape Maintenance District No. 2 — City of Rancho Cucamonga 29 Fiscal Year 2021/22 ATTACHMENT 2 Page 393 station, and 16.97 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: Estimated Estimated Number of Number of School District Population Residential Units 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 2021/22 ATTACHMENT 2 Page 394 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. 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 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: Number of Walking Trip Purpose 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%) 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 2021/22 ATTACHMENT 2 Page 395 School District Boundary General 3.17% Benefit 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 1.00% 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 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 2021/22 ATTACHMENT 2 Page 396 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 2.00% 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 2021/22 ATTACHMENT 2 Page 397 Estimated Estimated Number of Number of School District Population Residential Units 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. 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 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: Number of Vehicle Trip Purpose 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 2021/22 ATTACHMENT 2 Page 398 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%), 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 2021/22 ATTACHMENT 2 Page 399 Average Number of Street Name 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. Average Number Less: Estimated Number Estimated % of Vehicles Estimated Special of Pass General Street Name per Day Benefit Trips Through Trips 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 2021/22 ATTACHMENT 2 Page 400 Total Square General Benefit General Benefit Street Name Street Type(1) Footage Percentage 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 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 2021/22 ATTACHMENT 2 Page 401 Estimated One-Half Mile Number of Park Population 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. 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 2021/22 ATTACHMENT 2 Page 402 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 2021/22 ATTACHMENT 2 Page 403 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 2021/22 ATTACHMENT 2 Page 404 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 2021/22 ATTACHMENT 2 Page 405 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: Aesthetic Benefit Parcel Land Use Category 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 2021/22 ATTACHMENT 2 Page 406 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 2021/22 ATTACHMENT 2 Page 407 Safety Benefit Parcel Land Use Category 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 2021/22 ATTACHMENT 2 Page 408 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: Economic Benefit Parcel Land Use Category 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 2021/22 ATTACHMENT 2 Page 409 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 81,554.33 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 2021/22 ATTACHMENT 2 Page 410 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 2021/22 ATTACHMENT 2 Page 411 Step 2: Determine each parcel's appropriate aesthetic benefit points based on land use. The aesthetic benefit points are shown in the following table: Aesthetic Parcel Land Use Category Benefit Points Single Family Residential 4.00 Condominium Residential 2.80 Multi-Family Residential 2.80 Commercial/Industrial 16.00 Public Service Parcels— Church/Fire Station/School 1.00 Undeveloped 0.40 Common Area/Roads/Easements/Utility 0.00 Step 3: Determine each parcel's appropriate safety benefit points based on land use. The safety benefit points are shown in the following table: Safety Benefit Parcel Land Use Category 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 Step 4: Determine each parcel's appropriate economic benefit points based on land use. The economic benefit points are shown in the following table: Economic Parcel Land Use Category 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 2021/22 ATTACHMENT 2 Page 412 Step 5: Sum the aesthetic benefit points, safety benefit points and economic benefit points for each parcel. The total benefit points are shown in the following table: Aesthetic Safety Economic Total Benefit Benefit Benefit Benefit Parcel Land Use Category Points Points Points Points Single Family Residential 4.00 3.00 4.00 11.00 Condominium Residential 2.80 2.10 3.20 8.10 Multi-Family Residential 2.80 2.10 2.80 7.70 Commercial/Industrial 16.00 18.00 18.00 52.00 Public Service Parcels- Church/ Fire 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 2021/22 ATTACHMENT 2 Page 413 Proposed Maximum Assessment Rates The Fiscal Year 2021/22 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 2021/22, the calculation is as follows: Maximum Assessment Special Benefit / District's Total per Benefit Unit to be Assessed Benefit Units $49.68 = $ 4,051,619.11 / 81,554.33 Maximum Allowable Total Benefit Assessment for Parcel Land Use Category Points Parcel Factor 2021/22 Single Family Residential 11.00 Parcel $ 546.45 Condominium Residential 8.10 Unit 402.15 Multi-Family Residential 7.70 Unit 382.04 Commercial/Industrial 52.00 Acre 2,583.24 Public Service Parcels - Church/ Fire Station/ School 3.00 Acre 149.03 Undeveloped 2.20 Acre 108.81 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 2021/22 will remain at $503.80 per single-family residence. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 50 Fiscal Year 2021/22 ATTACHMENT 2 Page 414 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 2021/22 ATTACHMENT 2 Page 415 Tr r Q M < } City of Rancho Cucamonga 0 M g Landscape Maintenance District No. 2 CD ,_ CD RANCHO" rG (Victoria Neighborhood Parks) CD 0) �uruuu�_I_1_r_I_1_1_1 u�al I_I_I_I_jf1; fl_I_I_1_I_1_p_1_1_p_p_I_I_I_jm1_1�1� N (D j M 7 N =3 Hillside Rd ! i m 4- � ;> w i Wilson Av 0• Banyan St !� Z o . t - N 77 � 19th St -7 - C� ri . 77 0 Base Line Rd � � � Base Line Rd D f. 0 i 1r o C 0 Foothill BI Foothill BI v 3 Arrow Rt Arrow Rt v r+ 8th St ,, i �6th s Legend p` 4th St' 4th St 'I I 1 i pity Limits T.mq.,d=.and p g.pnk rlomwul('ld�')"ImK by-d Wough d�aq d= nq a pa aar�b nm m .a n—y- ...fw r pr d�d o Ifg.h.ma tam e c a a—r mkdm—s w nrrdins d li LIVID 2 wpd h�n. T, $ - � .� z� Nr.. en CD a 7dcm w—vad 4�� 71.tq kadw arWoOww am d ❑as dwa .7 aad Ni Ct� — E � N 0.1 —m 2p ad--a - lra ry,at�II.H d m,tf.lr*k.1-- ql v L Miles d mcdumblgq ad!Elea mr.psnna.r a�.�..Th. Oq d undo tumna.� = dl � V Z awk 72t��. a a any leaky,rmgarde of me—dm for(1).nr 2 w 1 0.5 0 1 e,o.-.o�r�r:or i..�r.�in am i.fv,rm or—d .,dfo Iiq my Cn uaa an —V aue m a ry p--—upon—trdo--meihue Haan N N ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Units/ Property Type (County Use Code) Rate Per EBU 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 3,014.44 138,053.82 Public Service Parcels—Church/Fire Station/School 45.80 75.28 226.06 10,344.07 Undeveloped 45.80 16.97 37.33 1,709.79 Total 1 1 7,741.221 81,554.331 $ 3,734,751.68 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 2021/22. Landscape Maintenance District No. 2 — City of Rancho Cucamonga 53 Fiscal Year 2021/22 ATTACHMENT 2 Page 417 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Landscape Maintenance District No. 3B (Commercial Industrial) ATTACHMENT 3 Page 418 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 Tern 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. Oatman, Finance Director Page 419 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 420 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-055, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 138,450 Operations and Maintenance 838,450 Total Expenditures Budget 976,900 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 815,820 Anticipated Prior Year Delinquencies Collection 9,610 Subtotal - Taxes 825,430 Other Revenues 86,800 Total Revenues Budget 912,230 Contribution to/(Use of) Fund Balance $ (64,670) Total District EBU Count 2,919.71 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 2021/22 ATTACHMENT 3 Page 421 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. I 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. 1, 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. eVV ESS 104,, 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V�\- R) Director of Engineering Services/City Engineer of ck�\ Landscape Maintenance District No. 3B — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 3 Page 422 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 2021/22 ATTACHMENT 3 Page 423 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. 3B — City of Rancho Cucamonga 4 Fiscal Year 2021/22 ATTACHMENT 3 Page 424 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 2021/22 ATTACHMENT 3 Page 425 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 2021/22 ATTACHMENT 3 Page 426 FH-2 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. FH-3 The Foothill Blvd median from 790 feet west of Market PI to Market PI. Ground Cover area: 4,434 square feet FH-4 The Foothill Blvd median from Market PI to Etiwanda Ave. Ground Cover area: 10,392 square feet 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 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 2021/22 ATTACHMENT 3 Page 427 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 2021/22 ATTACHMENT 3 Page 428 -n r v 0- City of Rancho Cucamonga � 0 m M M 0 Landscape Maintenance District No. 3B CD �' CD RANCHO _I l E � � � � " Irrigation Sites .M N �JCAO%GA [ 2 �` 2 M CD ■m Q N � r ■ ■ N Hillsiide Rd �`, !c m . , ■Wilson Av 0 Banyan St 'k Z y I o � Of W 19th Staj '� ° Base Line Rd ; „ _ frou 3 0 Base Line Rd 1� i n o JiB Foothill BI J f7 L! Foothill BI v J72 oArrow Rt I +5portC�rnpl' ex Arrow Rt D Sth St + Legend .Jii • Water Meters v4+ J15 J14 jjjD1 J3 R jrj btll S i �--W w w-w"'Js Irrigation Pumps i J2 J4 + Irrigation Lines _ . 4t 4th St+ h St mna ��d 9m rd�eaf u }"ad'H .umh -Z Q ?�( d < n i -� LMD3B (Q= The Oty a Pbr n, vip�r>x nrgA rn xar.areN,rxp.zxrrnum v q�amrm CD m v arm.,corm.—rac,m a�n�«nn.iI—d"LIQn�on 7 C C L (a � ms Rk p� a l�,f-say�� w m -0 City Limits and s a. m rd�d:nw%wfr am and a� ]doaanm m�md ��n O 7 �[ t ■1M1MP N)m rna c4 d b..I. p Okm a n awaua trnaman as m say and al — E L 1 COZ -per, a.d—bm I�Irg.bd�nn,nm m.rn in,plm nr—denab.q a,d rft—r,a p. r onq—.m aq ar�a Comm _ 41 U ��ard�a��any IeaI br(1)an q = o w Mlles W Cfl moa m�,�m roam m a.x inrm�m,n.adm a.,;rm In}any . ,aa as-r"e;m aq pa,az.,a b ana apm v t f—m a,aim�Haan I 05 D 1 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 10 Fiscal Year 2021/22 ATTACHMENT 3 Page 430 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 79,820 Part-time Salaries 14,860 Fringe Benefits 43,770 Subtotal - Personnel 138,450 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 380,710 Contract Services/Facilities 181,320 Tree Maintenance 26,210 Subtotal - Contract Services 588,240 Utilities: Water Utilities 133,120 Electric Utilities 37,730 Subtotal - Utilities 170,850 Assessment Administration 6,240 Admin./General Overhead 44,070 Subtotal - Operations and Maintenance 838,450 Total Expenditures Budget $ 976,900 Landscape Maintenance District No. 313 — City of Rancho Cucamonga 11 Fiscal Year 2021/22 ATTACHMENT 3 Page 431 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 815,820 Anticipated Prior Year Delinquencies Collection 9,610 Subtotal - Taxes 825,430 Other Revenues: Interest Earnings 26,700 Parking Permits 60,000 Other Revenue 100 Subtotal - Other Revenues: 86,800 Total Revenues Budget 912,230 Contribution to/(Use of) Fund Balance $ (64,670) Total Gross Estimated Assessments $ 824,058.95 Total District EBU Count 2,919.71 Actual Assessment per EBU - Fiscal Year 2021/22 $ 282.24 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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, 2021 $ 2,407,705 Contribution to/(Use of) Reserve- Fiscal Year 2021/22 (64,670) Estimated Reserve Fund Balance, June 30, 2022 $ 2,343,035 Landscape Maintenance District No. 3B — City of Rancho Cucamonga 12 Fiscal Year 2021/22 ATTACHMENT 3 Page 432 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 13 Fiscal Year 2021/22 ATTACHMENT 3 Page 433 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) Hof 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 14 Fiscal Year 2021/22 ATTACHMENT 3 Page 434 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 15 Fiscal Year 2021/22 ATTACHMENT 3 Page 435 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 16 Fiscal Year 2021/22 ATTACHMENT 3 Page 436 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 2021/22 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 Non-Residential $352.80 $282.24 2,919.71 2,919.71 The total amount of maintenance and incidental costs for maintaining the landscaping and community trail improvements is assessed to the individual parcels of real property within the District in proportion to the special benefit received by such parcels of real property. The proposed individual assessments are shown on the assessment roll in this report. 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 17 Fiscal Year 2021/22 ATTACHMENT 3 Page 437 -n r v < City of Rancho Cucamonga v _ m 4 Landscape Maintenance District No. 3B 0 �I ti � E E �' CD ",�"° _. ; F s - (Commercial Industrial) ¢ .....NNINNNNIml I_I.I; WIMIM, 1_1.1 m ImI.NMI M.M1.&N1NNN1mti~ Z3CD M N v ; j N 73 Hillside Rd ' a+ i Wilson Av CD i a ■a w III �. Banyan St ! i Ir all Z ; 0 _ 519W.IN 00 19th St• oBase Line Rd i`• U ZBaseLine Rd 0 C) Foothill BI Foothill BI c 0 v 3 Arrow Rt Arrow Rt 0 D cQ i sy L 8th St j > ' a M ft6th Legend w > 5 4th Sty 4th St ■ I I I i City Limits m m Tn. dam.ad 9-gphk 1Jom�dbn Clnfrr �')a Wr:by and rr.a.yn 7 7 7 7 71mimins dKoff.r�Rn.amaRp�.�asa�aur �a�d'r«�am. d Q d d > > m C� as m ,��., a as dia.s ar a.ry irf — eIpn C fu LM D 313 I..-, Tr.—dF—an RN.7—1r=m anV maw tg [9 V 7 y CD= aad s a.Q�m 1.1ma�d.aW�T3'a.ry aaa a1 In—b—w.aa�1 h.,en _ C Tn.c4 a adw nra w qa a qi xv a ti r d a n imaman eemMs any and dl E aJ ro �7 repioeKaewva wd mnanaL Ina dlr9.he ra ummn t,m.innpIkd mnranne q! i WIM cf—hamala wd I7�ra<a aama.ar pine.T1a o1y al Iari&a c.mn, _ �' g -I- Mlles 40Z »nor wore.1.1 rmtF-aa am Ilawlgc rgald�ar v _bm for(1)am ❑ 1 0_5 D 1 �j enor�oars a Inamrar�In am Inf—r "Md -.VQ(II)"shoo« � �radlaa.3."a—m any P—r,,1 •.par.v mm„1—a.aimu.1-dn W 00 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessment for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Non-Residential $282.24 2,919.71 2,919.71 $824,058.95 Totals 2,919.71 2,919.71 $824,058.95 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 2021/22: Annexation Total Units/ Alan Date Project Name Acres Total EBUs Property Type 0209-251-10 03/05/20 DRC2018-00711 4.60 4.60 CO/IND 0209-013-13& 14 09/16/20 DRC2018-00430 1.56 1.56 CO/IND 0207-262-28,35, 36,41, 42,45 and 46 1 11/04/20 DRC2018-00912 11.11 11.11 CO/IND 0209-211-24 1 12/02/20 1 DRC2018-00529 13.45 13.45 MIND Landscape Maintenance District No. 3B — City of Rancho Cucamonga 19 Fiscal Year 2021/22 ATTACHMENT 3 Page 439 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Landscape Maintenance District No. 4-R (Terra Vista Planned Community) ATTACHMENT 4 Page 440 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 4-11 (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 Tern 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. Oatman, Finance Director Page 441 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 442 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-055, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 1,068,270 Operations and Maintenance 1,599,390 Capital Expenditures 700,000 Total Expenditures Budget 3,367,660 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 2,772,040 Anticipated Prior Year Delinquencies Collection 10,750 Subtotal - Taxes 2,782,790 Other Revenues 79,850 Total Revenues Budget 2,862,640 Contribution to/(Use of) Fund Balance $ (505,020) Total District EBU Count 7,049.32 Actual Assessment per EBU $ 397.15 Maximum Allowable Assement per EBU $ 482.44 Landscape Maintenance District No. 4-R— City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 4 Page 443 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. I 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. 1, 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. eVV ESS 104,, 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V�\- R) Director of Engineering Services/City Engineer of ck�\ Landscape Maintenance District No. 4-R— City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 4 Page 444 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 2021/22 ATTACHMENT 4 Page 445 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 2021/22 ATTACHMENT 4 Page 446 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 Covington PI Meyers Dr Bastia Ct Danbury Dr Potomac Ct Blackhorse Ct Danner Ct Radcliff PI Brandywine PI De Anza Dr Regent Dr Bunker Hill Dr Derby PI Rockingham Ct Cedarbrook PI Downing Ct Saranza PI Chesterton Dr Ellena East & West Southhampton Ct Clarisa PI (s/o Terra Vista Pkwy to Terra Vista Pkwy Corsica Ct Fitzpatrick Dr) (Church St to Brandywine (Country View Dr to Emery PI PI) Milliken Ave) Fitzpatrick Dr Wellington PI Country View Dr Fulbourn Ct Yorktown Ct (Mountain View Dr to Hinton Ct Palacio Ct) Linaro Rd The breakdown of maintained areas is as follows: 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 2021/22 ATTACHMENT 4 Page 447 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 2021/22 ATTACHMENT 4 Page 448 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 2021/22 ATTACHMENT 4 Page 449 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 2021/22 ATTACHMENT 4 Page 450 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 2021/22 ATTACHMENT 4 Page 451 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 2021/22 ATTACHMENT 4 Page 452 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 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 TV-46 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 2021/22 ATTACHMENT 4 Page 453 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 2021/22 ATTACHMENT 4 Page 454 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 2021/22 ATTACHMENT 4 Page 455 -n r �• sv v 0 --- �� r City of Rancho Cucamonga ( CD I• �' Landscape Maintenance District No. 4-R v m RANCHO •N10 �T;;,, Irrigation Sites N •r N) Y N � —Z Base Line Rd _ N ❑ 1V1— N2 N3= TYd n CD TV32 T V30 0 •f TV5 • F 1 TV5--,TV34 TV44 j 0 TV24 w f •N34 * TV19 TVAr. Z d + TV26 • ;eta p" Z N41 O I TV25 ti f 5 gYCa #TV15 'I TV39 N42 TY18 f / '-TV N14 ' • � r _ N13 •M33 *TV28 � ■ TV7 � N36 1 • �. L LL O • •TV23 •N N44 1 �, N7 fi TV31� y TV4F ■ TV22 �TV43 I 0 T{F] ■ 1 n • TY45 = I O l I C) TY31 TV48 T 46 • I n 0 ■ Twi N20 3 d� AK • p v Foothill BI D Legend • Water Meters �D im nqa.dam.are prnymank kdb, elrfo ')"lmk by am th—ph l J � Cly of b.l. —prq—k+d as a pour--d W— rr«meum. aa�apar�a—P .b- � rp� ■ Irrigation Pumps CD= c;m�tee•a —.ate...� ka —«nadi—a—K meal m yaw rxiery Trra—d—w o r r u h u7r Lfta for any raazn - " m °,.=au rdmadanvy,� any am lnku um m—+mi een Irrigation Lines C�JTrrl llra t�a k dp C a aarw mOkM am wdm nr m n datum:ar,y and al djZ -ova are--r — Indrtllry ut r llmrinl t,tk Implk l,wanes r MLdty a e fe a>s�a aam�ar TFa arr of kv ,o camr� Miles f LM D 4-R sear ndbw ao�om aasurz anp ieurgc r yids nr me mimnm for(q am 1--J Brae nn�s e_m m�m arN e_uu vie rtNunu�x araiime risen 0.2 0. �.2 L am.*np iry Fazra Fnn Landscape Maintenance District No. 4-R— City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 4 Page 457 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 683,480 Overtime Salaries 1,050 Part-time Salaries 33,610 Fringe Benefits 350,130 Subtotal - Personnel 1,068,270 Operations and Maintenance: Operations and Maintenance: O & M/General 80,810 Vehicle Operations and Maintenance 6,000 Emergency Equipment and Vehicle Rental 1,700 Emergency Operations & Maintenance 5,750 Subtotal - Operations and Maintenance 94,260 Contract Services: Contract Services/General 654,270 Tree Maintenance 74,970 Subtotal - Contract Services 729,240 Utilities: Water Utilities 477,240 Electric Utilities 19,820 Subtotal - Utilities 497,060 Assessment Administration 20,980 Admin./General Overhead 257,850 Subtotal - Operations and Maintenance 1,599,390 Capital Expenditures: Captial Project 700,000 Total Expenditures Budget $ 3,367,660 Landscape Maintenance District No. 4-R— City of Rancho Cucamonga 16 Fiscal Year 2021/22 ATTACHMENT 4 Page 458 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 2,772,040 Anticipated Prior Year Delinquencies Collection 10,750 Subtotal - Taxes 2,782,790 Other Revenues: Interest Earnings 79,250 Park Maintenance Fees 490 Sports Field User Group Rentals 110 Subtotal - Other Revenues: 79,850 Total Revenues Budget 2,862,640 Contribution to/(Use of) Fund Balance $ (505,020) Total Gross Estimated Assessments $ 2,799,659.11 Total District EBU Count 7,049.32 Actual Assessment per EBU - Fiscal Year 2021/22 $ 397.15 Maximum Allowable Assement per EBU- Fiscal Year 2021/22 $ 482.44 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, 2021 $ 7,027,980 Contribution to/(Use of) Reserve- Fiscal Year 2021/22 (505,020) Estimated Reserve Fund Balance, June 30, 2022 $ 6,522,960 Landscape Maintenance District No. 4-R— City of Rancho Cucamonga 17 Fiscal Year 2021/22 ATTACHMENT 4 Page 459 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 18 Fiscal Year 2021/22 ATTACHMENT 4 Page 460 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) Hof 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 19 Fiscal Year 2021/22 ATTACHMENT 4 Page 461 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 20 Fiscal Year 2021/22 ATTACHMENT 4 Page 462 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 XI II 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 0.80 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 21 Fiscal Year 2021/22 ATTACHMENT 4 Page 463 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 22 Fiscal Year 2021/22 ATTACHMENT 4 Page 464 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 2021/22 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 $482.44 $397.15 2,652.00 2,652.00 Condominium $482.44 397.15 1,249.00 999.20 Multi-Family Residential $482.44 397.15 4,001.00 2,800.70 Commercial/Industrial $482.44 397.15 176.40 573.30 Vacant(incl. all undevelped property) $482.44 397.15 61.08 15.27 Schools 1 $482.44 397.15 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 2021/22 will remain at $397.15 per single family residence. Landscape Maintenance District No. 4-R— City of Rancho Cucamonga 23 Fiscal Year 2021/22 ATTACHMENT 4 Page 465 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 24 Fiscal Year 2021/22 ATTACHMENT 4 Page 466 -n r v Q M Z � < City of Rancho Cucamonga v M 4 Landscape Maintenance District No. 4-11 Qj v cD R,C",�H° i0 i E (Terra Vista Planned Community) < Z3 ' �F N !D �[ N73 73 Hillside Rd m p i Wilson Av w - �. Banyan St 1- r� � Z o � _ 19th St `< Base Line Rd o Base Line Rd v D i ° Foothill BI Foothill BI n c 77 v Arrow Rt Arrow Rt o i Z3 v 8th St s* Q m th s� Legend � � 4th St' ]... 4th 5t ' i City Limits T,.—q.,dam.ad Vrq.ok rrar Damn ClrrQ, ')—dLMt by and n,ougn D eK oqr d 1—n .ammy p—d as.pu61c rf n�.unz a�d m�urn. ���...ud.nPw..�.. ¢ ¢ ¢ ¢ a LMD4R N n m m.ate tea.n.a:a i a . nndines of a,Li a.n 73 ru C C (Q pr—.kd m Ta Mert Tk u�dn.d r.x.ryr upon Irz lrimra�,f«mV rmmn RS SJ'] 4] Q] CD sd anzaf b rdmad.nuv� m a r into aev a�ad n<�rt O 7 Y C The C4'a P-&.ararwrge Ow"ara vetlwrrt len.atlon dMMM y erd NI E CU = N tC 4�,7 .mo.mams.rd wm.n�L in dlrq.6,e n nmm t%m impel wm. 4l i 2 rnfn d m.m.n bitty ern M�b<."a r oum .The orr ar rmr,dn c.mn�, I��S vZ dol n.v,�—.nm.�r.rz.ny ieu.nc rgwrdem ar u,.m—b-br p).m 2 4 1 0.5 a 1 cmR on.str,s or Inam.a�In—1.�„re�,Voided ar.V-(11)n,y Nb V N innmu,om,.r,p d-m nny P—niurwr upm ttz Gdcrrru —IMd. -P�, V7 ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $397.15 2,652.00 2,652.00 $1,053,241.80 Condominium 397.15 1,249.00 999.20 396,832.28 Multi-Family Residential 397.15 4,001.00 2,800.70 1,112,318.01 Commercial/Industrial 397.15 176.40 573.30 227,686.54 Vacant(incl. all undevelped property) 397.15 61.08 15.27 6,064.63 Schools 397.15 35.41 8.85 3,515.85 Totals i 8,174.89 7,049.32 $2,799,659.11 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 2021/22. Landscape Maintenance District No. 4-R— City of Rancho Cucamonga 26 Fiscal Year 2021/22 ATTACHMENT 4 Page 468 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Landscape Maintenance District No. 5 (Andover) ATTACHMENT 5 Page 469 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 Tern 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. Oatman, Finance Director Page 470 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 471 ENGINEER'S LETTER WHEREAS, on July 7, 2020, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-055, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 2,990 Operations and Maintenance 5,380 Total Expenditures Budget 8,370 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 2,500 Other Revenues 340 Total Revenues Budget 2,840 Contribution to/(Use of) Fund Balance $ (5,530) Total District EBU Count 44.00 Actual Assessment per EBU $ 56.65 Maximum Allowable Assement per EBU $ 113.29 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 5 Page 472 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. I 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. 1, 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. eVV ESS 104,, 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V�\- R) Director of Engineering Services/City Engineer of ck�\ Landscape Maintenance District No. 5 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 5 Page 473 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 2021/22 ATTACHMENT 5 Page 474 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 2021/22 ATTACHMENT 5 Page 475 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: 1,506 square feet Turf area: 1,070 square feet Hardscape area: 640 square feet Andover and landscaping are maintained by the City's Park Maintenance Crews. Map of Improvements The following page shows the map of landscaping improvements, including irrigation sites and community trails, to be maintained using District funds. Landscape Maintenance District No. 5 — City of Rancho Cucamonga 5 Fiscal Year 2021/22 ATTACHMENT 5 Page 476 —n r �• v Q City of Rancho Cucamonga 0 Landscape Maintenance District No. 5 v RANCHO _ Irrigation Sites N CD p� N (D N p N � 7 n (D F M. dc Z p 1-1-5 n O ;U N 7 0 O n p n v O O ; jLegend i • Water Meters L� -- - — -- - ----- -- ----- - - _ Irrigation Lines The ,dam.-d gxgmphk rihnaabn eft')a L� 1=by and ffi-0 the Orr d P.-.C--g.ae pioaw.!d a a pudt rexounx d rid rf--. �D The 1rV&Rm�flme W makes rcr mpnes v war arty mom rmtlon v pan tee City Parcels (� a m me cnman,xar ,—acyc «tmdl s of arty lrfmraloa (Q= prwd d m T�mart rra-�sF M not n-Fp upon uz n an lrl for y -d s d,�m rdeo Uv—a a aW h k—u-me ad haen Tot Lot The Ceg d kvd� C-9a mok v ar �lenraaon detiams arty and A mpresemaelms me—ffl� 1r dlrg,bU=iimlmf m,dw Imftd mma vm d n—.m.eblq anti Toes fu a aawiar ou�e.The Oqr&Ftndn cumn� vZ l �ME a�mz an, v,afnc rz a,d�of —Hm mr(1) Miles _J LMD 5 e o �ti a loam�m a. mfm, ".ide "VM Su)—v� « 0.02 6.01 6 6.02 eeawn®rrtq e�m airy permrc ieunx upm ve hAcmunm awihne Tiatl. U1 0') 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 1,990 Fringe Benefits 1,000 Subtotal - Personnel 2,990 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 1,820 Utilities: Water Utilities 900 Electric Utilities 200 Subtotal - Utilities 1,100 Assessment Administration 240 Admin./General Overhead 850 Subtotal - Operations and Maintenance 5,380 Total Expenditures Budget $ 8,370 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 5 Page 478 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 2,500 Other Revenues: Interest Earnings 340 Total Revenues Budget 2,840 Contribution to/(Use of) Fund Balance $ (5,530) Total Gross Estimated Assessments $ 2,492.60 Total District EBU Count 44.00 Actual Assessment per EBU- Fiscal Year 2021/22 $ 56.65 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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, 2021 $ 26,462 Contribution to/(Use of) Reserve- Fiscal Year 2021/22 (5,530) Estimated Reserve Fund Balance, June 30, 2022 $ 20,932 Landscape Maintenance District No. 5 — City of Rancho Cucamonga 8 Fiscal Year 2021/22 ATTACHMENT 5 Page 479 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 2021/22 ATTACHMENT 5 Page 480 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) Hof 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 2021/22 ATTACHMENT 5 Page 481 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 2021/22 ATTACHMENT 5 Page 482 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 2021/22 ATTACHMENT 5 Page 483 The following table summarizes the Fiscal Year 2021/22 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 $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 2021/22 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 2021/22 ATTACHMENT 5 Page 484 Tr r— �• sv v } a City of Rancho Cucamonga v Landscape Maintenance District No. 5 CD m sy PANCHO E - Andover fV cucnM4NGn � _ tz = 2 j m rQ CD } _0 ry � Hillside Rd i Wilson Av i ■a w Banyan 5t t 0 Z O � Cn ' 19th St*n } q7 Base Line Rd 1!� ZBaseLine Rd D f.► 0 iIF 0 0 Foothill BI Foothill BI v 0 Ar'r'a4�r Rt Arrow Rt v 8th St �_._�■ . 0 �tl� si~ Legend 5; 4th St' J4th St ' i City Limits 1ne mapa.era,aro xwraank raanwan rlr,rm,ne<,Q.•a"Idbe by and r1n«4n �D meagornaznaa� «pa�aoe�faaapaac n=a�dH.,naam. Q d Q 1Te oq of aan�ten« loam ra�nplk! riarmrt—ln d Qg,aranreeLIVID 5 �n as m vz army,xgw.x.amia_x s.pkm.w�«nndlnes of arty Jrf won C � [Q C C i (a wrH�m fnu Me me 3aan no[eery upon m lrivnr I« y reemn E RD ti! Y C CD ara aneu>> m I-dm nl.."rely anlr a r nlmrvom Peae� neon CJ 4�3—� 1-ha Cq of P—h.Cl—rga eORM arA vnenart Irnmmon antdraa arty and all — E dy IyQ iean�enl ,anti—nth Inddlry ht r Ilan l to the Implied t�rtanbes Ql i } oom a reran ntbagy a �r«a parrluiar p.a .rr. ary err�n�a camnp = v qq]] Mlles Cnz —nailer—o E «as.ne anV llanlrtx m pdn o,u —bm for(1)err.+ criers wnsams a Inaxin.tle In am Inlornv=prodw waq ply ary•a:neel« [� ^� raa oxirtp a,r m any persara naanm upon ti 4rhemanon aalm.neon ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessment for the District: 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 1 1 44.001 44.001 $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 2021/22. Landscape Maintenance District No. 5 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 5 Page 486 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Landscape Maintenance District No. 6-R (Caryn Planned Community) ATTACHMENT 6 Page 487 CITY OF RANCHO CUCAMONGA LANDSCAPE MAINTENANCE DISTRICT NO. 6-11 (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 Tern 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. Oatman, Finance Director Page 488 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 489 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-055, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 21,240 Operations and Maintenance 598,870 Capital Expenditures 51,120 Total Expenditures Budget 671,230 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 548,870 Anticipated Prior Year Delinquencies Collection 5,310 Subtotal - Taxes 554,180 Other Revenues 8,690 Transfer In 40,090 Total Revenues Budget 602,960 Contribution to/(Use of) Fund Balance $ (68,270) Total District EBU Count 1,199.84 Actual Assessment per EBU $ 462.07 Maximum Allowable Assement per EBU $ 462.07 Landscape Maintenance District No. 6-R— City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 6 Page 490 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. I 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. 1, 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. eVV ESS 104,, 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V�\- R) Director of Engineering Services/City Engineer of ck�\ Landscape Maintenance District No. 6-R— City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 6 Page 491 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 2021/22 ATTACHMENT 6 Page 492 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 2021/22 ATTACHMENT 6 Page 493 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 Pl. 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: 25,890 square feet Turf area: 12,084 square feet Hardscape area: 1,350 square feet CC-6 The east and west side of Netherlands View Loop from Vintage Dr to Vintage Dr. The Netherlands View Loop paseo from Netherlands View Loop to Mt Sterling Ct. Ground Cover area: 88,902 square feet Turf area: 676 square feet Hardscape area: 23,650 square feet CC-7 The east and west side of Hillview Loop from Mt Rainier Ct to Kettle Peak PI. Ground Cover area: 14,930 square feet Turf area: 6,318 square feet Hardscape area: 12,236 square feet Landscape Maintenance District No. 6-R— City of Rancho Cucamonga 5 Fiscal Year 2021/22 ATTACHMENT 6 Page 494 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 2021/22 ATTACHMENT 6 Page 495 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: 13,740 square feet Turf area: 9,088 square feet Hardscape area: 6,460 square feet CC-18 The north side of Vintage Dr from Milliken Ave to Hillview Loop. The south side of Vintage Dr from 104 feet west of Hillview Loop to Milliken Ave. Ground Cover area: 32,287 square feet Turf area: 3,889 square feet Hardscape area: 11,188 square feet CC-19 The Terrace View Loop paseo from Vintage Dr to Terrace View Loop. Ground Cover area: 17,469 square feet Turf area: 15,617 square feet Hardscape area: 2,736 square feet Landscape Maintenance District No. 6-R— City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 6 Page 496 CC-20 The east side of Terrace View Loop from Mt San Antonio Ct to El 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 Pl. The west side of Butler Peak PI from Banyan St to Terrace View Loop. The north side of Terrace View Loop from Butler Peak 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 El 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 2021/22 ATTACHMENT 6 Page 497 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 2021/22 ATTACHMENT 6 Page 498 -n r �• v v Q City of Rancho Cucamonga Landscape Maintenance District No. G-R m RANCHO Irrigation Sites fV � cuca.Matics CD N O C N) :r t (D O Qci17yan St- -C C23------- ----- ------ - -- • �CC24----- ----- 1Jy ------ O i CC4 CC1 CC17 / •CC10 CC15 I • CC20 c •• r CC19 10 CC1 CC13 'n • `< cc22 CC14 --- 4 � 0 I �CC 1 9� •CC13 • ' i / CC21 ; (J CC 16 n CC$ CC26— Vr",--j • O � 11J 11 CC28 •CC7 CC12 � ee2r ■ c • f a) �r CC9 fl CC6 f D r Legend �D 1n ate.ae Vopmphk`. a 1.bt by aad u—yn �^ re ohr d fmrxho�nr+�se gaud ss a puHe imurm d�a rf«meum. Water Meters m= a::m �Wi �,a—my,�h Unidl as of a7y,rfe,nr,pn mtl d f m hdepedenW —vy ar'1 n 1 ]i.—b— P—had neon �m Irrigation Lines in<eq a uadb n,�r�a�ianr ab a�dbrh itn�r,aader,ea e,y am di (0Z q-per and-Km m dlriq hi r¢pmmd m.the imotd warmmre i a—dmrtt. ad�N.a� r ae�e.T� aN t..�.cum LIVID bR aUl nett�mr s<sure nny Ubghy,regardhm nt ore—Um for iq am r Miles �--J cmR orre�,=a Inamirada In am mferr prade —V-(11}.7 s a 0.1 Q-del 0 U.1 0) CD arun oon.rp p;m.,r p—�erarro=upon v krt�rran -albUe Wean L Landscape Maintenance District No. 6-R— City of Rancho Cucamonga 11 Fiscal Year 2021/22 ATTACHMENT 6 Page 500 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 12,490 Part Time Salaries 1,970 Fringe Benefits 6,780 Subtotal - Personnel 21,240 Operations and Maintenance: Operations and Maintenance: O & M/General 7,500 Emergency Equipment and Vehicle Rental 200 Subtotal - Operations and Maintenance 7,700 Contract Services: Contract Services/General 296,460 Tree Maintenance 50,000 Subtotal - Contract Services 346,460 Utilities: Water Utilities 193,120 Electric Utilities 4,120 Subtotal - Utilities 197,240 Assessment Administration 6,680 Admin./General Overhead 40,790 Subtotal - Operations and Maintenance 598,870 Capital Expenditures: Captial Outlay- Equipment 1,120 Captial Project 50,000 Subtotal - Capital Expenditures 51,120 Total Expenditures Budget $ 671,230 Landscape Maintenance District No. 6-R— City of Rancho Cucamonga 12 Fiscal Year 2021/22 ATTACHMENT 6 Page 501 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 548,870 Anticipated Prior Year Delinquencies Collection 5,310 Subtotal - Taxes 554,180 Other Revenues: Interest Earnings 8,690 Transfer In: Transfer In - General Fund 40,090 Total Revenues Budget 602,960 Contribution to/(Use of) Fund Balance $ (68,270) Total Gross Estimated Assessments $ 554,408.92 Total District EBU Count 1,199.84 Actual Assessment per EBU - Fiscal Year 2021/22 $ 462.07 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 462.07 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, 2021 $ 606,750 Contribution to/(Use of) Reserve - Fiscal Year 2020/22 (68,270) Estimated Reserve Fund Balance, June 30, 2022 $ 538,480 Landscape Maintenance District No. 6-R— City of Rancho Cucamonga 13 Fiscal Year 2021/22 ATTACHMENT 6 Page 502 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 14 Fiscal Year 2021/22 ATTACHMENT 6 Page 503 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) Hof 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 15 Fiscal Year 2021/22 ATTACHMENT 6 Page 504 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. 6-R— City of Rancho Cucamonga 16 Fiscal Year 2021/22 ATTACHMENT 6 Page 505 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. 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 17 Fiscal Year 2021/22 ATTACHMENT 6 Page 506 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 2021/22 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-Zone 1 $462.07 $462.07 964.00 964.00 Single Family Residential-Zone 2 462.07 462.07 310.00 232.50 School 462.07 462.07 5.35 1.34 Undeveloped 462.07 462.07 0.00 0.00 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. 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 18 Fiscal Year 2021/22 ATTACHMENT 6 Page 507 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 2021/22 will increase from $451.92 to $462.07 per single-family residence zone 1 and from $338.94 to $346.55 per single family residence zone 2, a CPI increase of 3.0% as compared to Fiscal Year 2020/21. 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 19 Fiscal Year 2021/22 ATTACHMENT 6 Page 508 Tr r e City of Rancho Cucamonga � _ � Landscape Maintenance District No. 6-R RANCHO �� y m CUCAMgNCN MINE! 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The following table summarizes the Fiscal Year 2021/22 actual assessments for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential -Zone 1 $462.07 966.00 966.00 $446,359.62 Single Family Residential -Zone 2 $462.07 310.00 232.50 $107,431.28 School $462.07 5.35 1.34 $618.02 Undeveloped $462.07 0.00 0.00 $0.00 Totals 1,281.35 1,199.84 $554,408.92 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 2021/22. Landscape Maintenance District No. 6-R— City of Rancho Cucamonga 21 Fiscal Year 2021/22 ATTACHMENT 6 Page 510 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Landscape Maintenance District No. 7 (North Etiwanda) ATTACHMENT 7 Page 511 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 Tern 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. Oatman, Finance Director Page 512 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 513 ENGINEER'S LETTER WHEREAS, on July 7, 2021 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-055, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 235,080 Operations and Maintenance 1,015,750 Capital Expenditures 103,350 Total Expenditures Budget 1,354,180 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 939,910 Anticipated Prior Year Delinquencies Collection 11,540 Subtotal -Taxes 951,450 Other Revenues 61,890 Total Revenues Budget 1,013,340 Contribution to/(Use of) Fund Balance $ (340,840) Total District EBU Count 3,092.00 Actual Assessment per EBU $ 307.05 Maximum Allowable Assement per EBU $ 307.05 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 7 Page 514 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. eVV ESS IO* 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V of �A��� Director of Engineering Services/City Engineer Landscape Maintenance District No. 7 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 7 Page 515 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 2021/22 ATTACHMENT 7 Page 516 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 2021/22 ATTACHMENT 7 Page 517 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 Pl. 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 2021/22 ATTACHMENT 7 Page 518 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 2021/22 ATTACHMENT 7 Page 519 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 2021/22 ATTACHMENT 7 Page 520 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 Pl. 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 2021/22 ATTACHMENT 7 Page 521 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 2021/22 ATTACHMENT 7 Page 522 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 2021/22 ATTACHMENT 7 Page 523 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 2021/22 ATTACHMENT 7 Page 524 TI r �• v D � City of Rancho Cucamonga v-0 Landscape Maintenance district No. 7 O RANCHO N CUCA,ONCA Irrigation Sites CD . ' �r4+wr�� r�+�f�fr�as.�.�.�.�.srr+� LL EM17i N "ENAd,,, 7 n EN16 (D � EN35 EN18 M. _-.., EN,ii EH7 i f EN.1 EN10 EN14j Z EN12 E4 11 ; O � -4 �` EN23 ENS j �/Wo EN2 EN28 0 EN21� f EN6 �' ��— I�SrI IdIV EN3EN5 `G EN20 —ENT9-- ——EN1P O N• EN38 �. EN33 i II EN37 ENEN34 n Y EN3fl 1 O G} EN25 EN15 C ; 1M — EN31 ,w��,��i _-- EN26— EN2T Banyan St EN29 EN39 • 8,1� /1W 3 E N32 EN2d ,v EN22 Legend —� EN4 �—— - --- ---- - - - -�' '---- - -- — • Water Meters ■ Irrigation Pumps v Irrigation Lines r� W J4E) 7 wa�.a wren cr�.w..r..r,.e a s...:a e.+•nerr.�. s}.�d..Yno�,now,����..,..,,a«.+w�=a+++� �:► �P- City Limits (Q= e.dam. .roa+�+a ad.�+ ur`rrr.+,nMa.m LU (p a:,e.a m,a,e.w y. rda au a.,w+w eranrn .x Miles rvm (nZ 0.2:f, 0.5 -4 N 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 136,830 Part-time Salaries 23,670 Fringe Benefits 74,580 Subtotal - Personnel 235,080 Operations and Maintenance: Operations and Maintenance: O & M/General 38,130 O & M/Facilities 5,000 Emergency Equipment and Vehicle Rental 9,200 Subtotal - Operations and Maintenance 52,330 Contract Services: Contract Services/General 454,520 Contract Services/Facilities 2,750 Tree Maintenance 25,090 Subtotal - Contract Services 482,360 Utilities: Water Utilities 343,150 Electric Utilities 16,170 Subtotal - Utilities 359,320 Assessment Administration 16,130 Admin./General Overhead 104,930 Other Expenses 680 Subtotal - Operations and Maintenance 1,015,750 Capital Expenditures: Capital Outlay- Equipment 3,350 Capital Outlay- Improvement Other Than Building 100,000 Subtotal - Capital Expenditures 103,350 Total Expenditures Budget $ 1,354,180 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 13 Fiscal Year 2021/22 ATTACHMENT 7 Page 526 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 939,910 Anticipated Prior Year Delinquencies Collection 11,540 Subtotal - Taxes 951,450 Other Revenues: Interest Earnings 14,600 Other Rental/Lease Income 42,860 Park Maintenance Fees 1,250 Sports Lighting Fees 3,180 Subtotal - Other Revenues: 61,890 Total Revenues Budget 1,013,340 Contribution to/(Use of) Fund Balance $ (340,840) Total Gross Estimated Assessments $ 949,398.60 Total District EBU Count 3,092.00 Actual Assessment per EBU - Fiscal Year 2021/22 $ 307.05 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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, 2021 $ 1,217,449 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 (340,840) Estimated Reserve Fund Balance, June 30, 2022 $ 876,609 Landscape Maintenance District No. 7 — City of Rancho Cucamonga 14 Fiscal Year 2021/22 ATTACHMENT 7 Page 527 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. 7 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 7 Page 528 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. 7 — City of Rancho Cucamonga 16 Fiscal Year 2021/22 ATTACHMENT 7 Page 529 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. 7 — City of Rancho Cucamonga 17 Fiscal Year 2021/22 ATTACHMENT 7 Page 530 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 1.00 1 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. 7 — City of Rancho Cucamonga 18 Fiscal Year 2021/22 ATTACHMENT 7 Page 531 The following table summarizes the Fiscal Year 2021/22 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 $307.05 $307.05 3,092.00 3,092.00 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 2021/22 ATTACHMENT 7 Page 532 -n r �• v D 0 �' S City of Rancho Cucamonga C c Landscape Maintenance District No. 7 O RANCHO — € _ (North Etiwanda) N CI,CAMONCA -1- O N i 1 U = Q S = N ; ■ul-I-1-1-I-1-1-1-w u1-1 �-�.0 IMIN -I-I-+■IMI-y -1-1-IMIMI-I-1-1-I-1-1-1-a-I-Bill-I-I; N) � ■Y e6 N O ■ ■ ■ Hillside Rd ! ' ' ■ m i +; "' !Wilson Av 0 Banyan St ! ■ i Z • O � v + I 19th St A o Base Line Rd All iiii Base Line Rd D 4i n =r iiii O ■ Foothill Bl Foothill BI v oArrow Rt Arrow Rt � 1 v 8th St ,} ' i } ♦} 1-I-Ir > m6th Sk } 0 C9 7} w Legend � 4th St j_l.l..1 �j 4th St ■:: i �D -1� City Limits > a > e..,.d 1111.,r. ,.,rr«IF.. �C Q < Q wa�6�.MaGwwW r.P���naP��imeeeJ W�eiiMrhti. C M C C L M LMD 1 �" rn.�eraarse neybq�r.Yu�wlenr�r'4 rWs rlW�w (Q er wrq a+aW+rt b rl n u..i�d+rc Ldrn�n lt} 0 > Q] : y"•-• ,a, trr r rax roe�#wa v.re.rnrk,�ra..r E .6 O �C C CD w am.erw m+n re r Lva am oo.+d o — ID ttr m s wea ne n..w+> w rrn..w.m e4ar...n ran — L rC ED L Milesco rri rer mn �...+oc aa.e.r w aK r...m,ra;n re O ..ex ew..o-r o- .e•r�a.Yeo-�aa.r.a..�.no.n.��u N —4 O ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $307.05 3,092.00 3,092.00 $949,398.60 Totals 3,092.001 3,092.001 $949,398.60 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 2021/22: Annexation Total Units/ Apn Date Project Name Acres Total EBUs Property Type 0225-122-84 06/04/20 DRC2018-00974 1.00 1.00 SFD 0226-102-30 08/06/20 SUBTT19917 10.00 10.00 SFD Landscape Maintenance District No. 7 — City of Rancho Cucamonga 21 Fiscal Year 2021/22 ATTACHMENT 7 Page 534 Annual Engineering Report Fiscal Year 2021/22 City of Rancho Cucamonga Landscape Maintenance District No. 8 (South Etiwanda) ATTACHMENT 8 Page 535 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 Tern 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. Oatman, Finance Director Page 536 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 537 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-055, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 5,460 Operations and Maintenance 36,770 Total Expenditures Budget 42,230 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 33,920 Anticipated Prior Year Delinquencies Collection 370 Subtotal - Taxes 34,290 Other Revenues 810 Total Revenues Budget 35,100 Contribution to/(Use of) Fund Balance $ (7,130) Total District EBU Count 226.22 Actual Assessment per EBU $ 151.45 Maximum Allowable Assement per EBU $ 151.45 Landscape Maintenance District No. 8 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 8 Page 538 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. I 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. 1, 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. eVV ESS 104,, 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V�\- R) Director of Engineering Services/City Engineer of ck�\ Landscape Maintenance District No. 8 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 8 Page 539 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 2021/22 ATTACHMENT 8 Page 540 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 I-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 2021/22 ATTACHMENT 8 Page 541 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 2021/22 ATTACHMENT 8 Page 542 -n r Q City of Rancho Cucamonga a) i Landscape Maintenance District No. S v CIDRw o Irrigation Sites . o OUCAMONCA N = zr - - v 0 .5E2 _ _ - c) --- --- - SE3--- — -- ----------- -- ------- (D F /,. Z o r' 00 5E1 � % T / N D n I / /o w �+ 3 / i.� o H � 1Y � f- v Legend j '+ • Water Meter r, D +,+ Irrigation Lines LIVID 8 nwdD „e dam. m^^t � Wt 6,«0 City Lim its � rneoq dfaieM amm«,rp an:aron.m ss-0.udc eaounxd�drl«muon. �Ci i���� h n<oey a rsa�n,m. mama np inpks rn wanarev. �rarea: ` mrtr K,�,amiacy, d arry Lf� (D pwl7ed m}ou h— The�do na m n upon n lrMp fnr m4 rri and s encv>i -'--rry -I'y " e i Lrtn mnm pie and � j UlZ m tq d Radb ovn«ya rd axmo Irnraaon dtrmrns a ry ap al � and—b� m Iraq,hu�umft�f m,ma impief--oars W--i of nerdmmNq and fees fo a pmxi r puma.The Oty or rands Cumna>rap � � �ear�rga,dk ar� —Um mr(q • Miles enorrss p inamr�m am mrmramr prwdeo ardrp�iQ aq avn« I Oman ry 0 a—m a,V pam.,a b—a� ue trrmduos�icrx �eR t` .1 0.05 0 0_ 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 3,640 Fringe Benefits 1,820 Subtotal - Personnel 5,460 Operations and Maintenance: Operations and Maintenance: O & M/General 1,500 Contract Services: Contract Services/General 10,620 Tree Maintenance 3,720 Subtotal - Contract Services 14,340 Utilities: Water Utilities 9,950 Electric Utilities 610 Subtotal - Utilities 10,560 Assessment Administration 1,060 Admin./General Overhead 9,310 Subtotal - Operations and Maintenance 36,770 Total Expenditures Budget $ 42,230 Landscape Maintenance District No. 8 — City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 8 Page 544 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 33,920 Anticipated Prior Year Delinquencies Collection 370 Subtotal - Taxes 34,290 Other Revenues: Interest Earnings 810 Total Revenues Budget 35,100 Contribution to/(Use of) Fund Balance $ (7,130) Total Gross Estimated Assessments $ 34,261.02 Total District EBU Count 226.22 Actual Assessment per EBU - Fiscal Year 2021/22 $ 151.45 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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, 2021 $ 52,162 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 (7,130) Estimated Reserve Fund Balance, June 30, 2022 $ 45,032 Landscape Maintenance District No. 8 — City of Rancho Cucamonga 8 Fiscal Year 2021/22 ATTACHMENT 8 Page 545 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 2021/22 ATTACHMENT 8 Page 546 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) Hof 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 2021/22 ATTACHMENT 8 Page 547 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 2021/22 ATTACHMENT 8 Page 548 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 2021/22 ATTACHMENT 8 Page 549 The following table summarizes the Fiscal Year 2021/22 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 2021/22 ATTACHMENT 8 Page 550 -n r v (n < } City of Rancho Cucamonga v fa Landscape Maintenance District No. 8 � ��-ti � E Y CD } _ (South Etiwanda) N clxnM�an�i -a: j _ _ _ j �_ j ■a-a-uuua-r�r-r-ulal�l bra-r-rMl=r Mr M.WLEF fr-r-r IMIM 71WIMl—.aur■rMl=�l�lM'! Z3 ' �- �N CD j Y 73 } 73 Hillside Rd 1 Wilson Av CD �. Banyan St % rr Z 00 19th St I }a Base Line Rd *t x Base Line Rd � # r Z i o c Foothill BI Foothill BI n v oArrow Rt Arrow Rt 73 cQ � 8th St ; �611 S� -t� Legend D 0 LT �r-r-r, D5; 4th StiWIMIMj 4th St ' ii City Limits n The�,dam,are V-g.ht ra6aaaian Cldsr ')a L.l by am d—g dreary d raRm amp as Pr—..d as a p bl1 --d I—d rf«avnm. Q Q Q TThe otp d p—Crrm P nana r,or milks n as acY eP�tnuaa-9— p a m m�,xrrra,amrae6 mrp;: «nadnKs d arry lrfvrran�n = M C = >_ [I:) Lh9 C? waded m yu h— T r !J a nor mr aForr u irfr:�,mr any eaff N a7 a7 N and tli�ivl m rdm.+denuq+-fy arty nn Llaaehm w—.t d hem, O } YCD ' M Ti.Cey d fmrdw C-9a mokm am wrffi a Immrwn dt m any aid al — = Q Ul d wn nepioema and—nand n�dlrg,mt r ed m. re impen wmm CI) _ rsZ d—e amhaeg am rues r«a aam r pewee.m ary ar kz C—Erlp = a� u Mlles d"r nears a�n«aas�t any iealn ryabc ar nt m—b-mr p)am =m caaaevrs w IMr . 3 In am inrmrottrr p a aru-w oq ary CO rtClan mmr"art m any Para rtlun¢upm! mhrnrab—a I=.rtitln ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU 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 2021/22. Landscape Maintenance District No. 8 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 8 Page 552 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Landscape Maintenance District No. 9 (Lower Etiwanda) ATTACHMENT 9 Page 553 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 Tern 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. Oatman, Finance Director Page 554 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 555 ENGINEER'S LETTER WHEREAS, on July 7, 2021 the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-055, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 344,520 Operations and Maintenance 299,030 Capital Expenditures 460 Total Expenditures Budget 644,010 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 671,200 Anticipated Prior Year Delinquencies Collection 1,380 Subtotal - Taxes 672,580 Other Revenues 19,120 Total Revenues Budget 691,700 Contribution to/(Use of) Fund Balance $ 47,690 Total District EBU Count 2,173.56 Actual Assessment per EBU $ 311.92 Maximum Allowable Assement per EBU $ 644.67 Landscape Maintenance District No. 9 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 9 Page 556 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. eVV ESS IO* 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V of �A��� Director of Engineering Services/City Engineer Landscape Maintenance District No. 9 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 9 Page 557 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 2021/22 ATTACHMENT 9 Page 558 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 2021/22 ATTACHMENT 9 Page 559 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 Pl. 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 2021/22 ATTACHMENT 9 Page 560 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 Pl. 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 2021/22 ATTACHMENT 9 Page 561 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 Pl. 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 2021/22 ATTACHMENT 9 Page 562 Ti r �• v v City of Rancho Cucamonga r Landscape Maintenance District No. 9 ; v m RANCHO Irrigation Sites - PO � ICD —9-11 ---- 9-1 , N O a N i Y n n ] CD C} d G i w M. W i W 0 Victoria Park l.rti I Z I CO 9-2 �+ C7 L `G 9-1 }O PE16 a) Base Lille AV I 9-151 �F6� 0 n O 0 O � I II church St 9-5 9-6 I 11 9,1Te Legend 9-14 .4 �� • Water Meters ■ Irrigation Pumps — Irrigation Lines �D The irga,dm and yecgmphk rf�fkdi ')"lme by one 8-9h _ h� ['y lJ [he Oq d b-r morr..� ae ponce a a puNt--d y� 1 H-me I [-� 7(Q The City of Pbar ,m n —p ma n ry Harmke iaples M rgr�eenm rr"mrnee LIVID CD as m vx armrc,x.am,amrarx mrpk¢rres a nirdlnes d arry lrf won prwtld m you F TT,�dnW nrt reti upon C lrimr��r for my (Jl� and aic�riers m kdme.d-"raft' ary n F ]dmrrahm p_.r d haen F1117 ' Li Limits rnm The CRY d Fa .C ry egAk&y a e w 8r Irn6mon db� a ry..d all _ _ �— J i,�, wz repro Wilms arE Overt M I�alrg-hl r limn m-tl ImpE1 of r,Kr nL44 a fines tur a pampaar pine.The Oqr pt Panda tpmrrair. ahel netlrc ate-nor tin af�y IWNIty,rxgardk.of C muehm mr(I) M ' Miles CO Oo "° eR1�°�it '�la an iaknrm pradm mdrrr pq a+y once« 4.35 4.'17 0 0.35 reCM Grp d any per*rc b,mm upm t tr*—on malhtle FYerdn _ 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 Budqet Fiscal Year 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 214,050 Part-time Salaries 18,670 Fringe Benefits 111,800 Subtotal - Personnel 344,520 Operations and Maintenance: Operations and Maintenance: O & M/General 17,800 Emergency Equipment and Vehicle Rental 1,200 Subtotal - Operations and Maintenance 19,000 Contract Services: Contract Services/General 107,440 Tree Maintenance 33,930 Subtotal - Contract Services 141,370 Utilities: Water Utilities 67,090 Electric Utilities 4,240 Subtotal - Utilities 71,330 Assessment Administration 7,700 Admin./General Overhead 59,630 Subtotal - Operations and Maintenance 299,030 Capital Expenditures: Captial Outlay- Equipment 460 Total Expenditures Budget $ 644,010 Landscape Maintenance District No. 9 — City of Rancho Cucamonga 9 Fiscal Year 2021/22 ATTACHMENT 9 Page 564 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 671,200 Anticipated Prior Year Delinquencies Collection 1,380 Subtotal - Taxes 672,580 Other Revenues: Interest Earnings 16,060 Park Maintenance Fees 2,950 Sports Field User Group Rentals 110 Subtotal - Other Revenues: 19,120 Total Revenues Budget 691,700 Contribution to/(Use of) Fund Balance $ 47,690 Total Gross Estimated Assessments $ 677,976.84 Total District EBU Count 2,173.56 Actual Assessment per EBU - Fiscal Year 2021/22 $ 311.92 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 644.67 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, 2021 $ 1,651,213 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 47,690 Estimated Reserve Fund Balance, June 30, 2022 $ 1,698,903 Landscape Maintenance District No. 9 — City of Rancho Cucamonga 10 Fiscal Year 2021/22 ATTACHMENT 9 Page 565 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 2021/22 ATTACHMENT 9 Page 566 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 2021/22 ATTACHMENT 9 Page 567 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 2021/22 ATTACHMENT 9 Page 568 • 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 2021/22 ATTACHMENT 9 Page 569 The following summarizes the Fiscal Year 2021/22 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 $644.67 $311.92 1,080.00 1,080.00 Multi-Family Residential 644.67 311.92 1,057.00 1,057.00 Non-Residential 644.67 311.92 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. For Fiscal Year 2021/22, the actual assessment rate will decrease from $436.69 to $311.92 per single-family residence. It has been determined that there are sufficient revenues available in the District to meet all financial obligations without an increase to the District for Fiscal Year 2021/22. Hence, a 40% reduction was implemented for FY 2021/22 sufficient funds to sustain the District expenditures. 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 2021/22 ATTACHMENT 9 Page 570 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 2021/22 ATTACHMENT 9 Page 571 -n r Q M ¢' City of Rancho Cucamonga 0 ro C "° Landscape Maintenance District No. 9 m CD R�",�H° .,.! E Y (Lower Etiwanda) CD �m � i N N +� j Y M N ; j C Hillside Rd ; i cs 04i I Wilson AV (D W Fn 1 MIN O 1 r0-t Z ` O # (0 I 19th St 4 ` 4 O � � ~a Base Line Rd —!m u Base Line Rd D �•�r 0 S j O n Faatl�ill BI Foothill BI sv 3 � Mow Rt Arrow Rt 8th St D th >~ Legend 5 4th adLd,t by and 5t' 4th St I �i City Limits 1n nay,ate,a.a geograpit rianoarmn C�� '1 navuyn y y mmoq d r3Rha CL n ng arc pr—Kel as a pablt n aopnx d read rf«nuum. d d p� na aY d as vo dmnuya n cr Inprs v oar ary m p em m COmrmrx,� ,agar-•�Ir�� ar,r lri man C � � C � � � LM D 9 = mwurn m ivu Faen. rrx raer sFdu nrx rehr upon ve lrimrs�for my realm � 7 Y aro a ulnsuen m ua-l�eL uv aerie argr ana al nb um Pn and heron C (Jl� 1he eq d Reranlo 4rmnr9.oOkAv and—8 IYnhmon deaier,ra any erd all � �ll�l l lealoemams am,.a U= In Ing,bd r mm�m u me I.0.�nanae ql � � _ � NZ d—e nnraq m foe$r«a palru�ar Dome.Tr. aqr ar rmndc C—P = v q7 g u Miles m I nether amen.nor asrarz any IWWhtx regardb—m u mumum br py arm 2 W '� fl-�J fl I ` eno prtffirs[`Inamnda In aM Inrmna[mn prade m Vm SII}sly' I—« `0 —4 INCS]II=Lrrm,dm m any pa M—upon tl hfxm n m Ikaua M1 n ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $311.92 1,080.00 1,080.00 $336,873.60 Multi-Family Residential 311.92 1,057.00 1,057.00 329,699.44 Non-Residential 311.921 18.28 36.56 11,403.80 Totals 1 2,155.28 2,173.56 $677,976.84 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 2021/22. Landscape Maintenance District No. 9 — City of Rancho Cucamonga 18 Fiscal Year 2021/22 ATTACHMENT 9 Page 573 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Landscape Maintenance District No. 10 (Rancho Etiwanda) ATTACHMENT 10 Page 574 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 Tern 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. Oatman, Finance Director Page 575 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 576 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscape and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-055, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 271,690 Operations and Maintenance 418,960 Capital Expenditures 151,790 Total Expenditures Budget 842,440 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 608,110 Anticipated Prior Year Delinquencies Collection 5,550 Subtotal - Taxes 613,660 Other Revenues 46,790 Total Revenues Budget 660,450 Contribution to/(Use of) Fund Balance $ (181,990) Total District EBU Count 786.00 Actual Assessment per EBU $ 781.48 Maximum Allowable Assement per EBU $ 992.03 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 10 Page 577 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. eVV ESS IO* 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V of �A��� Director of Engineering Services/City Engineer Landscape Maintenance District No. 10 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 10 Page 578 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 2021/22 ATTACHMENT 10 Page 579 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 2021/22 ATTACHMENT 10 Page 580 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 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 10-5 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 Pl. 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 2021/22 ATTACHMENT 10 Page 581 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 Pl. 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 2021/22 ATTACHMENT 10 Page 582 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 2021/22 ATTACHMENT 10 Page 583 -n r City of Rancho Cucamonga m Landscape Maintenance District No. 10 v m RANCHO Irrigation Sites fV cuca.watirA - ,--- ----------� CD r, N 0 10-12 10-1 O I 10-10 10-2 / � IL./ o I — 10�_10���I Wilson Av _ - * 10-5 I I O 01 tA n I al M n I m l W W n N � i 3 10-11 I O �I�ul��ruu�rul�lil�l�l �� J ■ J Banyan St. CQ } 10-fi � f j Legend I I s —10, 10-8 0 Water Meters ■ Irrigation Pumps �10 13 T1/D Irrigation Lines V\/ dffi.a p[g Ham�bn f lrimr��')adlmk Cy am Wail LI`I LJ �V r�oryr d raRm ammor.,.�m<ProwlL---_—`— — �= lIK oeydriarvn n,mrrerr�mane na�nplr=rn�,.«.mv.rar�r*mn^Qq.�alaraa ---i C c: tk v,amux, nm mk ,,u «tlndlnes of arty Livrtrdbn ails >rv4tlel m}axr ILJtlrL Ilx r»Q shnitl n[t lei/upon Ve Liun#bi fn any damn aN a tli ne[Id to hda endanuy y fF art/an 1 imb-ohm v—+ M1elen 1 cnmd. City Limits Ina Cq a r,-d 4a-anarga In I dlr ara ax l Un t, k I.Fns arty and all t it l / �Z �ProaMalbrs are�nanmq'IrKiutllrg,hi rd Ilmllal�,tle Impltl.ananbrs '+"•— J - a me nanehagy are f =f«a aar c r ouqxaa.The ory of fmnde Curan Thp r ahal neKh,ao»nor any IWWKt rrprd�of C —bm for{I}am Miles errors,orraaeva or Inamnat>a in am mfmrra=w detl ardrm(I).7 sam« CD00 ream om,,p d—m any p—m ano aPm rz H.—non avalhu.r nN, 0.25 0.'125 0 0.25 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 156,650 Overtime Salaries 1,050 Part-time Salaries 28,280 Fringe Benefits 85,710 Subtotal - Personnel 271,690 Operations and Maintenance: Operations and Maintenance: O & M/General 16,270 O & M/Facilities 1,500 Emergency Equipment and Vehicle Rental 3,300 Equip Operations & Maint 500 Subtotal - Operations and Maintenance 21,570 Contract Services: Contract Services/General 151,320 Contract Serv/Facilities 3,770 Tree Maintenance 11,800 Subtotal - Contract Services 166,890 Utilities: Water Utilities 131,150 Electric Utilities 12,470 Subtotal - Utilities 143,620 Assessment Administration 4,120 Admin./General Overhead 82,110 Misc Contributions to City 650 Subtotal - Operations and Maintenance 418,960 Capital Expenditures: Captial Outlay- Equipment 1,790 Captial Project 150,000 Subtotal - Capital Expenditures 151,790 Total Expenditures Budget $ 842,440 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 9 Fiscal Year 2021/22 ATTACHMENT 10 Page 585 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 608,110 Anticipated Prior Year Delinquencies Collection 5,550 Subtotal - Taxes 613,660 Other Revenues: Interest Earnings 15,280 Other Rental/Lease Income 27,220 Park Maintenance Fees 180 Sports Field User Group Rentals 40 Sports Lighting Fees 3,970 Other Revenue 100 Subtotal - Other Revenues: 46,790 Total Revenues Budget 660,450 Contribution to/(Use of) Fund Balance $ (181,990) Total Gross Estimated Assessments $ 614,243.28 Total District EBU Count 786.00 Actual Assessment per EBU- Fiscal Year 2021/22 $ 781.48 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 992.03 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, 2021 $ 1,404,480 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 (181,990) Estimated Reserve Fund Balance, June 30, 2022 $ 1,222,490 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 10 Fiscal Year 2021/22 ATTACHMENT 10 Page 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. 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 2021/22 ATTACHMENT 10 Page 587 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 2021/22 ATTACHMENT 10 Page 588 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 2021/22 ATTACHMENT 10 Page 589 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 2021/22 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 $992.03 $781.48 786.00 786.00 Landscape Maintenance District No. 10 — City of Rancho Cucamonga 14 Fiscal Year 2021/22 ATTACHMENT 10 Page 590 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 2021/22 will increase from $758.72 to $781.48 per single-family residence, a CPI increase of 3.0% as compared to Fiscal Year 2020/21. 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 2021/22 ATTACHMENT 10 Page 591 -n r Q a , City of Rancho Cucamonga v -2 Landscape Maintenance District No. 10 CD ,. CD MON° ., : E -- L v Y_ (Rancho Etiwanda) s Wi.I.,.I.0 1=1.1.1aal.I.,MI%1.1+iM� N) (p Hillside Rd ! �, 3 1 Wilson Av m fn \ a'4 0 1 0' Banyan St ' l,.i_ iiii Z i o y 0 19th St•, - oBase Line Rd ' Base Line Rd D � f Fz�—> 0 0 n Foothill BI Foothill BI c 0 v 3 Arrow Rt Arrow Rt 0 cn i v 8th St Nk i ¢ + tsth si~ Legend a � W C •.u�.q 4th St' J St ' i City Limits m .dam..d 9-p.phk M«rndl..�irom y. Ibt by.. e...yn } } } } } } } Lim .,i D e ar F R-1.C—p p.—&d .uc —a rr.n em. Q g,.,.rt.. d Q 4 n.dmes d ary frI,r�l.. C -v M C C LI' L1 10 (�= —&d m r.,,h n rz �. �r.7 u Lrv.�,m,..v__ ro 41 a7 93 CD ae s ei f m rd eM.nv—fy m .n 1 L*—b ,ur.:+nd b—, E r1 Cq d r di./l-9.o�ImW.N.ntlnrt IFn n dam wry.,d.n = E � � � [B Ulm ,e.�oemx�,s.,d—ft. I. Inq.bu„�iimmd t,m,im ftd,�-. y Z L t Nz a nK bfik.,d Me fw .�r .�.�..rr, oq.r�e e.m.� 2 ca MIKES .n.�. .« a.,ieain ��m v.—Um m,(q.,,, 6.5 0 1 e.��.� a m.m�i.. mQ em palm w4ftQ ai)"soon« OC �.tq a�m n.y P—M—.Pn�mkn,�. —Ibu.r�en O 0) ASSESSMENT ROLL and ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessment for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $781.48 786.00 786.00 $614,243.28 Totals 786.001 786.001 $614,243.28 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 2021/22. Landscape Maintenance District No. 10 — City of Rancho Cucamonga 17 Fiscal Year 2021/22 ATTACHMENT 10 Page 593 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Street Lighting Maintenance District No. 1 (Arterials) ATTACHMENT 11 Page 594 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 Tern 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. Oatman, Finance Director Page 595 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 596 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-058, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 23,040 Operations and Maintenance 677,900 Transfer Out 113,200 Total Expenditures Budget 814,140 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 822,180 Anticipated Prior Year Delinquencies Collection 6,890 Subtotal - Taxes 829,070 Other Revenues 7,200 Transfer In - CFD Empire Lakes 7,940 Total Revenues Budget 844,210 Contribution to/(Use of) Fund Balance $ 30,070 Total District EBU Count 46,736.66 Actual Assessment per EBU $ 17.77 Maximum Allowable Assement per EBU $ 17.77 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 11 Page 597 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. eVV ESS IO* 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V of �A��� Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 11 Page 598 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 2021/22 ATTACHMENT 11 Page 599 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 2021/22 ATTACHMENT 11 Page 600 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 2021/22 ATTACHMENT 11 Page 601 mc/) m City of Rancho Cucamonga a , E7 F _ 0 a' < Street Lighting Maintenance District No. 1 (D E a a) RANCHU —� L E 0 " (Arterials} L---------- --�-- �— M" v N N ' f D Hillside Rd , r v z IWilson Av 0 � • �, -� Banyan St *� , • °� -� z : ! o `t 19th St `< Base Line Rd � ;.M.� o rl r Base Line Rd D � I n =r 11 ° Foothill BI FJ. Foothill BI n c 0 3 Arrow Rt * ��� + Arrow Rt 0 w 8th 5t L_—_ al l -------- Legend �6th S . ■ U) t CU w Street Lights D � 4th SO _ 4th St ,ne rtq.,d=.and 9-9.phk rlom C]rivnra�r')"Lw!by enn U-9h SLID 1 v0 rra�a�Rnonmmo�aRp �apauc�a�a�drr«euv. Q Q Q ��y of"r a,. ra u F-nt ur d(11 M �•• City Limits (D , o)m arc a auend m rrrmerdenur + 'Y rl enn el vd.—um Erma haen g O ] + C Oz ,ne Cq d/araio ar rqa o�l,nw ara w.rmrrt Irnermn darbrrrc arty aid al R3 cjp x %a ..Hamm ,nam,ry. ra„mmil m,the impel�.nanne y f 2 L N� a aa�ra�eh.q a ti e a>s any rx.Wkr Parma.Ttr oq m=bm cam am 2 u — neehc of nor s<aurz ana Inf rq K ar u,e mumnm br()ar.r 2 p W MI eS � errors nna�,c a Inamrar�In am Infvaer>zr pradetl arQrrr Lii}arty aun« 0) fireman—r"u;many person i =upm v tr f—m aw,hue:Haan 0-5 0 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 Budqet Fiscal Year 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 15,360 Fringe Benefits 7,680 Subtotal - Personnel 23,040 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 406,000 Subtotal - Utilities 407,500 Assessment Administration 152,990 Admin./General Overhead 58,940 Subtotal - Operations and Maintenance 677,900 Transfer Out - General City Street Lights Fund 113,200 Total Expenditures Budget $ 814,140 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 11 Page 603 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 822,180 Anticipated Prior Year Delinquencies Collection 6,890 Subtotal - Taxes 829,070 Other Revenues: Interest Earnings 7,200 Transfer In Transfer In - CFD Empire Lakes 7,940 Total Revenues Budget 844,210 Contribution to/(Use of) Fund Balance $ 30,070 Total Gross Estimated Assessments $ 830,510.45 Total District EBU Count 46,736.66 Actual Assessment per EBU - Fiscal Year 2021/22 $ 17.77 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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, 2021 $ 497,911 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 30,070 Estimated Reserve Fund Balance, June 30, 2022 $ 527,981 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 8 Fiscal Year 2021/22 ATTACHMENT 11 Page 604 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. In Fiscal Year 2021/22, the debt service has been suspended due to the structural operating deficit and will be routinely monitored. 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. Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 9 Fiscal Year 2021/22 ATTACHMENT 11 Page 605 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. 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) Hof 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 Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 10 Fiscal Year 2021/22 ATTACHMENT 11 Page 606 the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. 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. Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 11 Fiscal Year 2021/22 ATTACHMENT 11 Page 607 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 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 2021/22 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 12 Fiscal Year 2021/22 ATTACHMENT 11 Page 608 Maximum Allowable Actual Assessment Rate Asessment Total Property Type (County Use Code) per EBU Rate per EBU Units/Acres Total EBUs Sin le Family Residential $17.77 $17.77 28,355.00 28,355.00 Multi-Family Residential 17.77 17.77 11,957.00 11,957.00 Non-Residential 17.77 17.771 3,212.331 6,424.66 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 2021/22 ATTACHMENT 11 Page 609 -nc/) v (D > ¢' City of Rancho Cucamonga -< Street Lighting Maintenance District No. 1 RANCHO ! _ (Arterials) OCQ ■1_I_1.1_1_1_1.1 w I.I.I.1_I_I W61_Ik.mg ■ N D CD Hillside Rd 7 ■ �� - (DD R u ■ Banyan St +Fn' ' 1� � 1 Ir 0 t Z CO- 19th St ^ T l J � 1< Base Line Rd ! u o ZBaseLine Rd D L 0 0 Foothill BI Foothill BI c � Arroa;' Rt Arrow Rt 0 v 8th St D > m6tll S Legend L ■ City Limits D � 4th St �}tll St ■■ �n Tria ate.don,.d pv�nhk rf m Cplrft ').�m�by am I—gh 4 ] > 71_1_�i me ary or ran<m ama ac a a paar a�aa�or�d r�rmm�rn. d (Q m m antra,a�iaa,ameagc�k�wa a na,dines d arry lrf flan [p SLI3 1 CD P &d m Tau h—, Tr —dv �p v lnbv m,-y�ff CiE to a] q7 q} ad a.e�m r.iQadenuy—fy arty na 1 Llcmeom pr--d nnen E > e Cq'0 kmdio C—aTy.. .0"ab,art IF. ar,d�Yis.r,aid al M tD � Th z iap ad mna� ireav hie r g,h n �.med tl�e implel�aanne Q} L = O� af—,]..wq f -d-m H.pa arpa .Tr. olyat P..n C--a p _ d1 �y Miles �k.aaQ a�an a w ieMhyc�rd�a1 am for(1)am +` = o w 1 d.5 D 1 m.aya�m.m Id—b ,pmded.rdy-i117.'� nnaioa®.nq au:m airy F zrc M—upn v Vrf— n meihne Wean ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $17.77 28,355.00 28,355.00 $503,868.35 Multi-Family Residential 17.77 11,957.00 11,957.00 212,475.89 Non-Residential 17.77 3,212.33 6,424.66 114,166.21 Totals 43,524.33 46,736.66 $830,510.45 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 2021/22: Annexation Total Units/ Apn Date Project Name Acres Total EBUs Property Type 1061-261-01 04/16/20 SUBTT20042 26.00 26.00 SFD 0209-251-10 03/05/20 DRC2018-00711 4.60 9.20 MIND 0225-122-84 06/04/20 DRC2018-00974 1.00 1.00 SFD 1076-151-35 07/16/20 PMT2020-01021 1.00 1.00 SFD 0226-102-30 08/06/20 SUBTT19917 10.00 10.00 SFD 0209-013-13& 14 09/16/20 DRC2018-00430 1.56 3.12 MIND 0207-262-28,35, 36,41,42, 45 and 46 11/04/20 DRC2018-00912 11.11 22.22 MIND 0209-211-24 12/02/20 DRC2018-00529 13.45 26.90 MIND 0201-902-16 12/02/20 SUBTPM20098 1.00 1.00 SFD 0208-931-05 12/16/20 PMT2020-01934 1.00 1.00 SFD Street Lighting Maintenance District No. 1 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 11 Page 611 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Street Lighting Maintenance District No. 2 (Local Streets) ATTACHMENT 12 Page 612 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 Tern 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. Oatman, Finance Director Page 613 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 614 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-058, 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 2021/22 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 2021/22 Budget Expenditures Operations and Maintenance $ 348,940 Transfer Out 110,860 Total Expenditures Budget 459,800 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 373,680 Anticipated Prior Year Delinquencies Collection 4,000 Subtotal - Taxes 377,680 Transfer In -General Fund 63,610 Transfer In - CFD Empire Lakes 18,510 Total Revenues Budget 459,800 Contribution to/(Use of) Fund Balance $ - Total District EBU Count 9,443.32 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 2021/22 ATTACHMENT 12 Page 615 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. eVV ESS IO* 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V of �A��� Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 12 Page 616 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 2021/22 ATTACHMENT 12 Page 617 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 2021/22 ATTACHMENT 12 Page 618 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 2021/22 ATTACHMENT 12 Page 619 mcn vCID CID City of Rancho Cucamonga CID� Q Street Lighting Maintenance District No. 2 ;ZA" ° f� :EE y (Local Streets) O(Q .r IN) • I" CID Hillside Rd ; • '� I a I U I I v` I Wilson Av 0 M CD 1 Banyan St • L f .1 �I .0-� , narra Z 0 19th St • N � Q I � ^ � L Base Line Rd ' L p Base Line Rd n •_ o Foothill BI • Foothill BI n c 0) Arrow Rt Arrow Rt o (Q 8th St = `r v 6th S Legend D Streetlights 5 4th St _ 4th St 51_d 2 -00 ..�a..w.m,ew..p..o-o-a a.pek...o-.eewa✓'o-Y��ia.ruo-. C I � 7.�y_.....�a�ww�uw�`rrr w..�+�a.�mdo-n.o-�o er+.we � � � � � City Limits CD Z7 e.o-.+.x wo...+o-..+a��narwr o-uw`ru or r„�r.n..e� � 47 q} U] -p �.—•J a w,rrdn n. �aw,r .,so-.va nro,.o-r,�w�+rm E 4 7 Y C .n .w..M.a at r wo- � +.�r..o- _ E tp o)m N� +. Q � L V Miles e 1 0.5 U 1 N CF) 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 2021/22 Budget Expenditures Operations and Maintenance: Contract Services/General $ 20,940 Utilities: Electric Utilities 288,000 Assessment Administration 38,080 Admin./General Overhead 1,920 Subtotal - Operations and Maintenance 348,940 Transfer Out - General Street Lights Fund 110,860 Total Expenditures Budget $ 459,800 Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 12 Page 621 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 373,680 Anticipated Prior Year Delinquencies Collection 4,000 Subtotal -Taxes 377,680 Transfer In Transfer In - General Fund 63,610 Transfer In - CFD Empire Lakes 18,510 82,120 Total Revenues Budget 459,800 Contribution to/(Use of) Fund Balance $ - Total Gross Estimated Assessments $ 377,449.49 Total District EBU Count 9,443.32 Actual Assessment per EBU - Fiscal Year 2021/22 $ 39.97 Maximum Allowable Assement per EBU- Fiscal Year 2021/22 $ 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2021 $ 1,042,796 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 - Estimated Reserve Fund Balance, June 30, 2022 $ 1,042,796 Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 8 Fiscal Year 2021/22 ATTACHMENT 12 Page 622 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. In Fiscal Year 2021/22, the debt service has been suspended due to the structural operating deficit and will be routinely monitored. 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. Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 9 Fiscal Year 2021/22 ATTACHMENT 12 Page 623 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. 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 Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 10 Fiscal Year 2021/22 ATTACHMENT 12 Page 624 the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. 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. Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 11 Fiscal Year 2021/22 ATTACHMENT 12 Page 625 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 Single Family Residential 1.00 Parcel Multi-Family Residential 1.00 Unit Non-Residential 1 2.00 1 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 2021/22 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 12 Fiscal Year 2021/22 ATTACHMENT 12 Page 626 Maximum Allowable Actual Assessment Asessment Total Property Type (County Use Code) Rate per EBU Rate per EBU Units/Acres Total EBUs Sin le Family Residential $39.97 $39.97 7,320.00 7,320.00 Multi-Family Residential 39.97 39.97 2,053.00 2,053.00 Non-Residential 39.97 39.97 35.16 70.32 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 2021/22 ATTACHMENT 12 Page 627 -ncn 0 CD W CD City of Rancho Cucamonga CD� v _ Street Lighting Maintenance District No. 2 c R `�H° r _ E Z Y (Local Streets) o(0 Nam' D Hillside Rd I to m 1 � i I Wilson Aa ti a � Bariyarl St •� .-t n' O ►rtrrr Z 19th St ' � I N � Base Line Rd t U 0 Base Line Rd A.D ` 0 Foothill BI '� Foothill BI n 771 c v Ar i ow Rt Arrow Rt o c� 8th 5t n 'ti a " ¢ ellr`c 6th 5 � to > I U9 Legend 5 4th St• 4th St SLID 2 City Limits (Q ere .m..ac erepn.rr.uwwr er..'ua„w..� 47 q} CD Z7 ere.e r.pra.t w�.w per 6)rrr ». •r_.._.rr.e*a e«..ne.A.,. ---- - .a yi E q} ry ,•rw.e ter.. r.a,o,.,.na m...�.,,,.�.�, 01 V L 2 rvz cl maws4.Y MI.Y b.P.��p lA 8n d w.it G..n.p = L Q} dp� < 2 j MIrBS N � ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $39.97 7,320.00 7,320.00 $ 292,580.40 Multi-Family Residential 39.97 2,053.00 2,053.00 $ 82,058.41 Non-Residential 39.97 35.16 70.32 $ 2,810.68 Totals 9,408.16 9,443.32 $ 377,449.49 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 2021/22: Annexation Total Units/ Apn Date Project Name Acres Total EBUs Property Type 1061-261-01 04/16/20 SUBTT20042 26.00 26.00 SFD 1076-151-35 07/16/20 PMT2020-01021 1.00 1.00 SFD 0201-902-16 1 12/02/20 1 SUBTPM20098 1.00 1 1.00 SFD 0208-931-05 12/16/20 1 PMT2020-01934 1.00 1.00 SFD Street Lighting Maintenance District No. 2 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 12 Page 629 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Street Lighting Maintenance District No. 3 (Victoria Planned Community) ATTACHMENT 13 Page 630 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 Tern 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. Oatman, Finance Director Page 631 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 632 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-058, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 32,360 Operations and Maintenance 171,760 Debt Service 1,308,210 Transfer Out 43,960 Total Expenditures Budget 1,556,290 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 377,600 Anticipated Prior Year Delinquencies Collection 2,730 Subtotal - Taxes 380,330 Other Revenues 18,440 Total Revenues Budget 398,770 Contribution to/(Use of) Fund Balance $ (1,157,520) 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 2021/22 ATTACHMENT 13 Page 633 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. QVV ESS 10*v W l Fy y Of 70 J No. 67514 Jason C. Welday 9I l V Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 13 Page 634 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 2021/22 ATTACHMENT 13 Page 635 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 2021/22 ATTACHMENT 13 Page 636 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 2021/22 ATTACHMENT 13 Page 637 -nc/) CD m City of Rancho Cucamonga E7 Street Lighting Maintenance District No. 3 RANCHO (Victoria Planned Community) N 7 CUG4M CWIA CD(Q N 1 ---- - - #- - -- --� E �. N =5 { • r* , D fft + r M 0 COD ! • 1 f � � ff n _ W Base Line Rd L-- -- I O ■ n ■ C ■ n ■ O o Foothill BI v � i Legend o i � Arrow Rt w Streetlights DT.nogc,dam,and peog.oh rrannewn Clef�')"Wbk!by and ehagh , ■ SLD 3 �� uK d fmirlro dmmmr,�ae areer�as a pudt�ur�d gQvd Ifinatlm. L J �= a Ory d Reido 8�nur�mare ru nrpks rn aarany.rum v guenmae ■ �1. m me mnftrc x �ammoc a kwr—«mrdir—of aqr 1ri awn ; , (D K —&d= r�—�Wd 'd,,.7, bi for an, ■ City Limits ad k tl.,� m '-' '-W—fy ary ,w 1 Llcrrrvtlm r—am haen 0)M ,h<ca a k—f.n—W a Ow"am imaanon dwae a V and ai Wz mp , ,ad mmrt� i�Iry,bU r umf m era irnoel mma j d m.d..bd y ad lEreaa for a pa[xivar papa iFe Oq of krdo Comm p CO Sul n aooax n« a p iwbllgc rgardka of va m=am for iq m Mlles mo z a=mar rrfQ,rr prude aa�liq a n « aawa®,,g d—many p—b—up n v tr&—u —11a,e 0.4 0.2 0 0.4 W � 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 21,570 Fringe Benefits 10,790 Subtotal - Personnel 32,360 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 112,000 Assessment Administration 34,240 Admin./General Overhead 7,300 Subtotal - Operations and Maintenance 171,760 Debt Service: Interest Expense 1,110 Principal Repayments 1,307,100 Subtotal - Debt Service 1,308,210 Transfer Out - General Street Lights Fund 43,960 Total Expenditures Budget $ 1,556,290 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 13 Page 639 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 377,600 Anticipated Prior Year Delinquencies Collection 2,730 Subtotal - Taxes 380,330 Other Revenues: Interest Earnings 18,440 Total Revenues Budget 398,770 Contribution to/(Use of) Fund Balance $ (1,157,520) Total Gross Estimated Assessments $ 381,407.67 Total District EBU Count 8,089.24 Actual Assessment per EBU - Fiscal Year 2021/22 $ 47.15 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2021 $ 1,669,742 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 (1,157,520) Estimated Reserve Fund Balance, June 30, 2022 $ 512,222 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 8 Fiscal Year 2021/22 ATTACHMENT 13 Page 640 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. In Fiscal Year 2021/22, the outstanding balance of the interfund loan will be paid off. 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 2021/22 ATTACHMENT 13 Page 641 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 2021/22 ATTACHMENT 13 Page 642 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 2021/22 ATTACHMENT 13 Page 643 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 2021/22 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 $47.15 $47.15 6,843.00 6,843.00 Multi-Family Residential 47.15 47.15 729.00 729.00 Non-Residential 47.15 47.15 258.62 517.24 Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 12 Fiscal Year 2021/22 ATTACHMENT 13 Page 644 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 2021/22 ATTACHMENT 13 Page 645 -nw v m City of Rancho Cucamonga 32 CD it-ti Cv E g Street Lighting Maintenance District No. 3 NRANCHO _ _ _ {Victoria Planned Community} O(0 1.1 1.1.E u�al ,.1.1.1.��,� flaa.la.l.�.l.�+•�.�.I.,.I��LI�,M m � A < � NCD H i Iside Rd ! ' s v ; %Wilson Av M i - ■ w nCD 1 .ly Q Banyan St n' Z 19th St W _ 7 I # � r �- n Base Line Rd 1!! o Base Line Rd t v IF D n Foothill BI Foothill BI n c Wr Arow Rt Arrow Rt o 7 j 8th St ; v _ D m tl, S# Legend 2[ 1 T S 4th 5t' 4th St ' i City Limits D1M nWa. an geoyraahk re«,,,en ('3rft ')Mlmk!by and dya"h 7 } y > } } PAINI.Ii �(� rna ar d n:rcm n,ammpa as� a�as a wblk--d g—re«a�um. Q Q ha ory or rearan n,manrq,aa�r,or�ap�rn wa 4, gm.r r p� or m az in[.xauea,amiacc amoea„�«nndi—s any Livn�wa SLID 3 s Rt'VYIm m Y F- fle df n[t upon Ce lrimr�b,fm an rmxn N aN¢aneoma m Irlmendmlh,n fy my aM al Idmrraam R*n helm E O > �_ � C MM the fty d nm C n a mo"a wrt]aul Ilnm n ec�ms am and ad — � y �z mp—an %a mna� I d Irp'ba nx lnn m m,me impel--n� �U Miles a raab,aaeeagy a a as 1«a naroaia p. ra.rk oq m rend o camas _ 1 anal nea3c aoag.«a�,.re•aaV ieullw rxq.mJ�al u,a mimom h,r f9 am = 4 W anc�amp or ma r. man+inrm,raev,oro.>iea aram uq a7 « CC W � �r,oma,�.r,y a�m aay�braao-apm v�u,n.manor,a�imne r,abn ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Single Family Residential $47.15 6,843.00 6,843.00 $322,647.45 Multi-Family Residential 47.15 729.00 729.00 $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 There were no effective annexations for Fiscal Year 2021/22. Street Lighting Maintenance District No. 3 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 13 Page 647 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Street Lighting Maintenance District No. 4 (Terra Vista Planned Community) ATTACHMENT 14 Page 648 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 Tern 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. Oatman, Finance Director Page 649 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 650 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-058, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 32,360 Operations and Maintenance 88,640 Debt Service 511,990 Transfer Out 20,410 Total Expenditures Budget 653,400 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 164,740 Anticipated Prior Year Delinquencies Collection 730 Subtotal - Taxes 165,470 Other Revenues 6,350 Total Revenues Budget 171,820 Contribution to/(Use of) Fund Balance $ (481,580) Total District EBU Count 5,745.78 Actual Assessment per EBU $ 28.96 Maximum Allowable Assement per EBU $ 28.96 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 14 Page 651 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. eVV ESS IO* 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V of �A��� Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 14 Page 652 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 2021/22 ATTACHMENT 14 Page 653 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 2021/22 ATTACHMENT 14 Page 654 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 2021/22 ATTACHMENT 14 Page 655 -nc/) a) CD City of Rancho Cucamonga r Street Lighting Maintenance District No. 4 CD r-t-I I RANCHO • : . • ;'' • •• I (Terra Vista Planned Community) N 7 cucu s n. 014CA s -0ea �# 4 O(Q 'rs# a e * • i N + • + a i• r' C N CD '+'0 rafr Base Line Rd O • • • e a i sss a *as ekes • O i • (p a 0%a• s s• + • ••i•a as • i • e J. a 4 + a: • ; sa s saes M a e + a • a•+ ee+••• +a•• + i • ii; •0 • . -a a •ss a a e' � ee404. • ys0 *sees •es • e•+a s •ea•aa ee- 0 so games q • fee• en a a se *s a+ � +e • •s es a s:s• a + ss as so so *fee rals+00 ••sins ••0see •''e# + •i�•'' � •• 'i• s it = +' *aeie 40 4 ea++'si+s• s•• + ••saasia•i+'s• e�i G as • so as 0.0 a ea so f•ss+ a�s • 'a a + as ea •ssae s a a a s sa •••a +• • a•' • • C7 a+ go •s • •j • ai• es•e•• •+ •s •• '+'• s sea•i `< ! as i i• ei+�•so a • iss 00+ ;• s i� D.:a s a • • ase + a j a s• as+4fM• � * aa' Na •• 1 a • on 4p)as w •• � Foothill BI Legend Drn n� data,a e peog aphk Ho nut.n e� a tl mk by and:Yr SY. �(� soh d fttrchp�mcrrp a�pioemd as a pudt imu�d gerval ri«m.nm. • Streetlights = rn oqe aa�numncrrp mane r,6 kf x«rar lrr.eI rrrmrmn vpamrcee m m artah fy�aa,am F —-F, .P«nndd d ar.lrivn>Ylon ��L+ CD Pa'n�ao Tvu faun. rR�aa dvN no[n!n upon Vi lrlvn�an(«anV rmmn J and tlucasi m YrlmerclentlV raft arty tl 1 3dcrrraum prxxr�l hewn O-)m The Cq d Fb do C W ,Okf y aN wtlart 1Yn ,d� wT nrcl alb — J (Jl ;pd,� —% I y mam ba v„ m,de im xmranhes pled O�� rne�nblknsmxims an and fi i—kr a,n partl¢lar mina.Th. Cny nt f�dv CuaauaTp a I ndd—a�nor e,he611tx r prdks.f me. for p)am Miles error,onxvlQic a Inamiffiraoks In am id--t "ded wdlr Lin)"a « spy p—lain upon�Vrf pan«,aw,nne nnen 0.2 0.1 0 0.2 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 21,570 Fringe Benefits 10,790 Subtotal - Personnel 32,360 Operations and Maintenance: Operations and Maintenance: Training 190 Membership Dues 50 O & M/General 4,940 Equipment Operations and Maintenance 2,290 Contract Services 3,730 Subtotal - Operations and Maintenance 11,200 Utilities: Electric Utilities 51,000 Assessment Administration 20,950 Admin./General Overhead 5,490 Subtotal - Operations and Maintenance 88,640 Debt Service: Interest Expense 1,980 Principal Repayments 510,010 Subtotal - Debt Service 511,990 Transfer Out - General City Street Lights Fund 20,410 Total Expenditures Budget $ 653,400 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 14 Page 657 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 164,740 Anticipated Prior Year Delinquencies Collection 730 Subtotal - Taxes 165,470 Other Revenues: Interest Earnings 6,350 Total Revenues Budget 171,820 Contribution to/(Use of) Fund Balance $ (481,580) Total Gross Estimated Assessments $ 166,397.79 Total District EBU Count 5,745.78 Actual Assessment per EBU - Fiscal Year 2021/22 $ 28.96 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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, 2021 $ 566,784 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 (481,580) Estimated Reserve Fund Balance, June 30, 2022 $ 85,204 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 8 Fiscal Year 2021/22 ATTACHMENT 14 Page 658 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. In Fiscal Year 2021/22, the outstanding balance of the interfund loan will be partially paid off. 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. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 9 Fiscal Year 2021/22 ATTACHMENT 14 Page 659 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. 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) Hof 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 Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 10 Fiscal Year 2021/22 ATTACHMENT 14 Page 660 the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. 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. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 11 Fiscal Year 2021/22 ATTACHMENT 14 Page 661 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 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 2021/22 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 12 Fiscal Year 2021/22 ATTACHMENT 14 Page 662 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 28.96 234.39 468.78 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 2021/22 ATTACHMENT 14 Page 663 v City of Rancho Cucamonga E G Street Lighting Maintenance District No. 4 r-ti E Y N R�fo" _ _ _ (Terra Vista Planned Community) 0QQ ; ■a-i-a- -a-a-r.r-i-r�l�l.l 1.1.E -aar-r.f-r.r Elm 6116. fr-r-rM fa.f-a=1.NMI=N-r a.r M61mfPQ �'� m < F 1 py N m Hillside Rd ! j M f D j � ;" i Wilson Av i ■o LLI 0 s .r4 0 Banyan St 0 i I Z ° 19th St n � � Base Line Rd o Base Line Rd v � D j ° Foothill BI Foothill BI 0 c Arrow Rt Arrow Rt o j cn 8th St j v d d *. 7 r' 4 26th sf J) fJ vLrUu Legend 4th Stti �V ,L 4th St ' �; City Limits D The n po.d=.ad 9.giaphk rdbm (%nb �')"Lok!by and d.nagh 7 7 7 7 } PAIIII i TO d e Oty d Aa xha�mor�are p oe wm as a publt o.unx d mad Ha neam. q Q ae fEa dv n m mane o «a ry Q Q 4 _ ,re mr� >=a am.a��Mnm«nir � �.n M F ru SLID 4 CD wouurd.,fmu term. Tr a shad na try upon v lrft n fa any rmxn LO CU Q] ai and c tln¢ta1 m rbI=n!lmlry y fF am an a al IrMrn bm mee�ad berm > �C C MM The_ d AtI d Cr rga mOm"ara nnumrrt Irnraaan dtr m any and ad E � = y f6 Mz rmrexnenors and r mm= Ir dlrq,bu ram-Ilmd aa.dre imptil m_m f—ems bdty and fE eaa f«a padd¢lar p.rr,.ae.TFe ❑ryr of fmndn c.mn� _ u Miles 'aar 76Z aoaax nor amrare any mWitX,reprd�of u m bm for(i)am O F� e ro .ate «Iaamra�in.7 in am _M".arm tiq a y LJJ � J. J i ireClon 000u.trp dm m arty perzra bmnm upon tte rr,tamahm—1hu.rrenyn ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU 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 5,250.001 2,625.001 76,020.00 Non-Residential 28.96 234.39 468.78 13,575.87 Totals 8,136.39 5,745.78 $166,397.79 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 2021/22. Street Lighting Maintenance District No. 4 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 14 Page 665 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Street Lighting Maintenance District No. 5 (Caryn Planned Community) ATTACHMENT 15 Page 666 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 Tern 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. Oatman, Finance Director Page 667 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 668 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-058, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 7,260 Operations and Maintenance 43,170 Transfer Out 9,690 Total Expenditures Budget 60,120 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 43,710 Anticipated Prior Year Delinquencies Collection 490 Subtotal -Taxes 44,200 Transfer In-General Fund 28,920 Total Revenues Budget 73,120 Contribution to/(Use of) Fund Balance $ 13,000 Total District EBU Count 1,276.00 Actual Assessment per EBU $ 34.60 Maximum Allowable Assement per EBU $ 34.60 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT#15 Page 669 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. eVV ESS IO* 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V of �A��� Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 15 Page 670 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 2021/22 ATTACHMENT 15 Page 671 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 2021/22 ATTACHMENT 15 Page 672 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 2021/22 ATTACHMENT 15 Page 673 —nc/) m '"•; City of Rancho Cucamonga E Street Lighting Maintenance District No. 5 CD (0 (Caryn Planned Community) CD RANCHO i o s i i N =5 w i Banyan St i • • • a tea* • • a • � a , • *• • a ; •N a • � aaa + NN M. a� + a • • •a•a a • • • • a a • • • +« + • a • a • N ��a • a bea Z a • N • • • • a s a • • a • a + p N • � + + • a a • N + + • a +• Ul � a a a • a a N a • • a a •• a • aN + a a • aN + • as • a • a + ai N a as a • s a + a a s a • ++ a s N a a a a +a a s C7 • a • • a a s a a a • + � a `< + + • + • • a + a • • � � � aa •a as • � a • 0N• N a • a a• N a + a a a • N a s a i • • . a a a a N a• a s + a • a a •a• a : + • •a • a • • • N + +N a • • N a N a a N • • • aaa a s • • a n • a a + * + a a +• a Qa + aN • N a as •N • a N N +•• • + • ••• • •• as aa• a i • * • as • N + C7 N N �• • • • aN + • N •• •N • • a • C • _ -- a • •• � • + � a •a • •• • N a • as � • • • n 7 Q y L Legend Streetlights DTh. q.,dam,a.d p-gmphk.ramrrma fhf',"Imk br aaa faaa9h SLD 5 �C7 n�ory d raRb nmm«,�as pnxmm as a peck n?ae�d��rrten�um. L_J p�_ �agdaa�a,mn,.,�mar�norinpks��.nuan�4,ararae mre,xn�,amia.x a���«naadines d amr Lion�wn �ray cum a &d=h R r�—�—w d� p,� man. �. City Limits ad t dY Jd b Fx_d-uv—9y arty arw el Lhmahm or--ftd haul ■INII 6)rrl 7.card radra Aran W eaOwW am�I"ae r ar dwaty arc!W1 -,Jz and—aanh— i Inr Iry,kdi r II.thd t,rig.Implied waira Nqq an d—.±.. d!Elea a pMlular P� .TFe Oqr of k— Cuanaa� duel a.aQ a�a« f«any iehllgc rzyard�of�m=bw for py am Miles cror.rrrr»rs a lr—m in am Inf—r prod.a wdf; L11)any ar:non« !3l pecan ay dm m a,,perauc iermrm apm v lydu——alb—Haan 0.1 0.06 0 0.1 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 Budqet Fiscal Year 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 4,840 Fringe Benefits 2,420 Subtotal - Personnel 7,260 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 24,000 Assessment Administration 6,670 Admin./General Overhead 1,510 Subtotal - Operations and Maintenance 43,170 Transfer Out - General Street Lights Fund 9,690 Total Expenditures Budget $ 60,120 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 15 Page 675 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 43,710 Anticipated Prior Year Delinquencies Collection 490 Subtotal - Taxes 44,200 Transfer In Transfer In - General Fund 28,920 Total Revenues Budget 73,120 Contribution to/(Use of) Fund Balance $ 13,000 Total Gross Estimated Assessments $ 44,149.60 Total District EBU Count 1,276.00 Actual Assessment per EBU- Fiscal Year 2021/22 $ 34.60 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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, 2021 $ (118,217) Contribution to/(Use of) Reserve - Fiscal Year 2021/22 13,000 Estimated Reserve Fund Balance, June 30, 2022 $ (105,217) Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 8 Fiscal Year 2021/22 ATTACHMENT 15 Page 676 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. In Fiscal Year 2021/22, the debt service has been suspended due to the structural operating deficit and will be routinely monitored. 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. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 9 Fiscal Year 2021/22 ATTACHMENT 15 Page 677 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. 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) Hof 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 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 10 Fiscal Year 2021/22 ATTACHMENT 15 Page 678 the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. 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 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 11 Fiscal Year 2021/22 ATTACHMENT 15 Page 679 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. 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 2021/22 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 $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 Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 12 Fiscal Year 2021/22 ATTACHMENT 15 Page 680 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. 5 — City of Rancho Cucamonga 13 Fiscal Year 2021/22 ATTACHMENT 15 Page 681 -nw CD m City of Rancho Cucamonga C � Street Lighting Maintenance district No. 5 RANCHO !'"tiCD E E 2 4 2 2 cucan+a.acn (Call Planned Community) �.� � � 2 2 N 7 j L O(Q j .Ia.l.l.l.la E I.IMIM IM1.1 1.1.1 1.11111 I.1 1 EI MEW I; fl.la�l�l.l�l�l�l�ul.l.+.l�i■1.1 r �n N eD Hillside Rd v ; j Wilson Av M'4 4 Banyan St n i Z �I 19th St Cn I i n ! � ,c Base Line Rd *k11 0 Base Line Rd IF D 0 o Foothill BI Foothill BI n c W Arrow Rt Arrow Rt o ! c� 8th St j > +. D a [ Legend T ■�1�1�1� 4th St~ ,-. 4th 5t 6tn s ' i City Limits D L1.1.1i ff �... C gecgrp —,d nn a imnalm)a amt am eh«gn 7 7 7 7 �n TKor r�Rn.amm«��.maa�la=ap.uc�.—a�alrt.nmum. Q d 4 d,k o T a r.�a mm>.>�as c impks �= m ie m�e,xwanx,amiacc m+a�+l�«nines of amr lrr awn C -M_ [a SLID 5 CD vas �N.pm�urv,.�,N..1 rm�n m "&-'—w ,�fy ar,T aW aI IA—U—u� b—, 0)M 7r&cq d�� n y eomw am do unl n dwam:.rny and al d mmrdr ma Irg,bLt r IlmH d m.me 1,0tid mma ql i �z n.d..bd y....d R t.pa—ar pm .TF. ❑If al I�dn C—g. = 17 u C n �1+i1�25 d M1 ne&-aa�nor— any UNIM,n ymd�of u o.mdm for(Q am cma� «inamr in am ld--m p—de .rdror(n)m7'arum« ■salon rmmrp am m..y pelxre—upon me tnkrnuom meihtae neren Cn 4�h- ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessment for the District: 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 1 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 2021/22. Street Lighting Maintenance District No. 5 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 15 Page 683 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Street Lighting Maintenance District No. 6 (Commercial Industrial) ATTACHMENT 16 Page 684 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 Tern 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. Oatman, Finance Director Page 685 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 686 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-058, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 32,360 Operations and Maintenance 68,360 Debt Service 480,860 Transfer Out 15,170 Total Expenditures Budget 596,750 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 134,580 Anticipated Prior Year Delinquencies Collection 1,610 Subtotal -Taxes 136,190 Other Revenues 5,500 Total Revenues Budget 141,690 Contribution to/(Use of) Fund Balance $ (455,060) Total District EBU Count 2,644.67 Actual Assessment per EBU $ 51.40 Maximum Allowable Assement per EBU $ 51.40 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 1 Fiscal Year 2021/22 ATTACHMENT 16 Page 687 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. eVV ESS IO* 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V of �A��� Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 16 Page 688 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 2021/22 ATTACHMENT 16 Page 689 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 2021/22 ATTACHMENT 16 Page 690 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 2021/22 ATTACHMENT 16 Page 691 -nw v m �, City of Rancho Cucamonga M Q Street Lighting Maintenance District No. 6 v `� RANCHO (Commercial Industrial) OUCAMONN 7 ram` = d 2 2 ■ r CD Hillside Rd ! Z i Wilson Av v CD Banyan 5t � I Z �L 0 19th St ' fir` rn < Base Line Rd r% u o I Base Line RBI I rr ■ n 4 ; ■ + ■ �°� Foothill BI f. : � _ __j i Foothill el o Arrow Rt I Arrow Rt • L @ stn st - - j _ L4-1T ..� � � ' Legend D pth sf, r P l w Streetlights 5 4th St'�_ _—�_ a _ ---_�4th St SLID 5 4 DThe nqa,rffi,are gmgwnk re«n�ron elrfv ')"Lm!ny and&—gh �n tKay��R�nmaRp���apauc �a��rr«m.nm. < < p�= Theo>a as vc n mn, m.oc«np�n�a aev man y en cae d � m m��.Qum.arc�+almrrs«nadir e�Ui,rren�a C � to C M City Limits CD aa�m T�Fnen. rrcb.0 dp gyp« rc Lfv b .�y n.so in 41 N ■���� sd oncd m ..ra.deaw,`y a F . P7r 6) hd M The Cry a m db n�a y.Onv ab a iMram dis !hs.Y and ai — COz iewoem s a n waaan hbmlry.bu r nmmil m,the imps ame q7 � = L } N� a ne v e meaq a n e es r«.pamaiar om�e.rn ory ar fmr�a ` 4} c as,z a.y Mblbry r Vrd�ae ua m—b—br p}.m < 2 4 W Mlles Inamhrad6 in.M Info a!=prodW m Vr III)arTy anon« 1 0.5 0 1 iraC ooai"d—m any par�a M.—upon the hrf rr awllhle r do 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 21,570 Fringe Benefits 10,790 Subtotal - Personnel 32,360 Operations and Maintenance: Operations and Maintenance: Training 180 Membership Dues 50 O & M/General 6,940 Equipment Operations and Maintenance 2,290 Contract Services 2,780 Subtotal - Operations and Maintenance 12,240 Utilities: Electric Utilities 45,000 Assessment Administration 5,610 Admin./General Overhead 5,510 Subtotal - Operations and Maintenance 68,360 Debt Service: Interest Expense 390 Principal Repayments 480,470 Subtotal - Debt Service 480,860 Transfer Out - General Street Lights Fund 15,170 Total Expenditures Budget $ 596,750 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 16 Page 693 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 134,580 Anticipated Prior Year Delinquencies Collection 1,610 Subtotal - Taxes 136,190 Other Revenues: Interest Earnings 5,500 Total Revenues Budget 141,690 Contribution to/(Use of) Fund Balance $ (455,060) Total Gross Estimated Assessments $ 135,936.04 Total District EBU Count 2,644.67 Actual Assessment per EBU - Fiscal Year 2021/22 $ 51.40 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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, 2021 $ 497,835 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 (455,060) Estimated Reserve Fund Balance, June 30, 2022 $ 42,775 Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 8 Fiscal Year 2021/22 ATTACHMENT 16 Page 694 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. In Fiscal Year 2021/22, the outstanding balance of the interfund loan will be paid off. 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 2021/22 ATTACHMENT 16 Page 695 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 2021/22 ATTACHMENT 16 Page 696 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 2021/22 ATTACHMENT 16 Page 697 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 1 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 2021/22 maximum allowable assessment rate for the District: 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 2,644.67 2,644.67 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 2021/22 ATTACHMENT 16 Page 698 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 2021/22 ATTACHMENT 16 Page 699 -n U) v CD < < > City of Rancho Cucamonga M ra Ln Street Lighting Maintenance District No. 6 CD j'.ti mRN E tU CLKAm0H° mime U �, - (Commercial Industrial) N73 ; j U 2 < = 2 C�(Q �ua.uuuemi.1.r�1-HMI WIMIMI, uuI PQ ;CO rQ ±' > � ( at CD Hillside Rd ' �' ! ` > j Wilson Av D j Q w u i 4 R Banyan St ' 0FT T Zerr 19hSt rn � n • N Base Line Rd �+! 0 ZBdseine Rd v 0 Foothill BI 0 Foothill BI C) c a) Arrow Rt Arrow Rt 0 D ; ath St } to sty 1-- 8 Legend w 4th St' 4th St ' j City Limits D The—F dam,and Rogmphk rr«nrama C]rlm ')�IaE by end eaoagh TOtl eary d raRm a,am.�as p oa d as a pauc non¢d�d rran�am. Q d Q 4 < N= rn oey d w�n m ma oes a Rpm n w..arro ^o µannax 'm M C SLID 5 CD herery rM—r—w nrx rdy an upon v Jri«mvvr for any rmmn � 7 Y ae a e.cue m rda—ddy n'Yv any asm aY LI«rmaon� henan 4M The Cq d psdro dr rqa eOkmy am wrtfa Irnamon damns arty arcl al — E Oz are mrrane-L inawiry,ba ra umam m.ere impltl mnrana O� d raed,amnlq and fEes for a paeniar pupae.The Orf&fe do Cams = V ty i Mlles sW nedw—M n« any ieaknL re}ardI—of am mimaon for p)am �` � o w 1 0.5 0 1 «Inam m�in a x in am aradm arar«tiq-ry enk realm--rtq a—marry perms iemam apm�urkrmaam a.aiba-naeR ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessment for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Total Assessment Non-Residential $51.40 2,644.67 2,644.67 $135,936.04 Totals 1 1 2,644.671 2,644.671 $135,936.04 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 2021/22: Annexation Total Units/ Apn Date Project Name Acres Total EBUs Property Type 0209-251-10 03/05/20 DRC2018-00711 4.60 4.60 CO/IND 0209-013-13& 14 09/16/20 DRC2018-00430 1.56 1.56 CO/IND 0207-262-28,35, 36,41, 42,45 and 46 11/04/20 DRC2018-00912 11.11 11.11 CO/IND 0209-211-24 1 12/02/20 1 DRC2018-00529 1 13.45 1 13.45 1 MIND Street Lighting Maintenance District No. 6 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 16 Page 701 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Street Lighting Maintenance District No. 7 (North Etiwanda) ATTACHMENT 17 Page 702 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 Tern 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. Oatman, Finance Director Page 703 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 704 ENGINEER'S LETTER WHEREAS, on July 7 ., 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the 1972 Act") adopted its Resolution No. 2021-058, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 23,040 Operations and Maintenance 106,990 Transfer Out 30,720 Total Expenditures Budget 160,750 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 128,820 Anticipated Prior Year Delinquencies Collection 1,610 Subtotal - Taxes 130,430 Other Revenues 2,070 Transfers In 29,400 Total Revenues Budget 161,900 Contribution to/(Use of) Fund Balance $ 1,150 Total District EBU Count 3,905.00 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 2021/22 ATTACHMENT 17 Page 705 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. eVV ESS IO* 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V of �A��� Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 17 Page 706 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 2021/22 ATTACHMENT 17 Page 707 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 2021/22 ATTACHMENT 17 Page 708 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 2021/22 ATTACHMENT 17 Page 709 -ncn v m City of Rancho Cucamonga Street Lighting Maintenance District No. 7 qOj RANCHO CUCAMONGA (North Etiwanda) N 7' O(0 N � � CD • p v •• f - 41 CD 0 + + •K • �• • rr j ` • i F Z •+` A itv4• r+N rti iir •• 9800 +t+ ••_ ` t. Wilson Av D •r„ +�,,,r, • L • nNr+ • ;•, 4• >�: O • • ,+A+ • � • t 4� 0 v �..._ t*sr,+- _ Banyan St ' •. 98*ft sew O �..�,.. @.P6**v%5 oleo D --- — '— __ __. - --- -- ----- -- � Legend D � �TR rtary,EaC;antl pa�pnpik tll.mulbn('fnlom�YJvi-)awk Vc h/a+o IMeur f� !'1 Fr,his Qly d Pantlw Cuainpga arc Prsrnmtl m a Whk.sW nx d inlhrrtwlb. * St.eet Liq l[.,IW = TR Qy aRanda Lummap.males n.�aaP�ls na x.RanG(,RPRsvibbriaq.a ra:h�e CD Z7 .��tl LP Ya+berth. Tle use 3hPutl nP[nYe uPm lac Llu�naUil ax art/�efsm RS h e m in�eynann �„s Nbrtahon �he eh. = w I SLID 7 Boundary ma C«,a aaPPm cuaneme—M,1P 1 dhPhk¢am a,e di M i¢.ex�dmx am waPar�x irchaPa nn not lmhen m,me iPpb].ananuc r a maeimah.q ara rtreu nx a�rtaver wm>�me orir a..neu cP�Paaw say Pahw ao-a PPS ezaR�am ihhnr,RPaA�dme anon ro<ir,am miles � CI LILimitsC C-z � ..az aPl :a h:aP.ea�P PPr hrmnanon m tlen..tmr[[]are amW o< 0.3r {1.25 I} {1.5 0�� haClPn,.�.lmc mo-m aar ce�a:.e�aoe Ppm hu mlemvnm a6hGe ouch. LU --Ij C7 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 15,360 Fringe Benefits 7,680 Subtotal - Personnel 23,040 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 72,000 Assessment Administration 20,370 Admin./General Overhead 3,820 Subtotal - Operations and Maintenance 106,990 Transfer Out - General Street Lights Fund 30,720 Total Expenditures Budget $ 160,750 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 17 Page 711 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 128,820 Anticipated Prior Year Delinquencies Collection 1,610 Subtotal - Taxes 130,430 Other Revenues: Interest Earnings 2,070 Transfer In: Transfer In - General Fund 29,400 Total Revenues Budget 161,900 Contribution to/(Use of) Fund Balance $ 1,150 Total Gross Estimated Assessments $ 130,114.60 Total District EBU Count 3,905.00 Actual Assessment per EBU - Fiscal Year 2021/22 $ 33.32 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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: Operating Reserve Estimated Reserve Fund Balance, June 30, 2021 $ 179,702 Contribution to/(Use of) Reserve - Fiscal Year 2021/22 1,150 Estimated Reserve Fund Balance, June 30, 2022 $ 180,852 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 8 Fiscal Year 2021/22 ATTACHMENT 17 Page 712 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. In Fiscal Year 2021/22, the debt service has been suspended due to the structural operating deficit and will be routinely monitored. 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. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 9 Fiscal Year 2021/22 ATTACHMENT 17 Page 713 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. 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) Hof 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 Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 10 Fiscal Year 2021/22 ATTACHMENT 17 Page 714 the voters in November 1996, requires the City to separate general benefit from special benefit, where only special benefit is assessed. 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. Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 11 Fiscal Year 2021/22 ATTACHMENT 17 Page 715 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 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 2021/22 maximum allowable assessment rates for the District: Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 12 Fiscal Year 2021/22 ATTACHMENT 17 Page 716 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 3,905.00 3,905.00 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. 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 2021/22 ATTACHMENT 17 Page 717 -ncn v L -Z < City of Rancho Cucamonga CD� eo Ln Street Lighting Maintenance District No. 7 RANCHO I_� v E C, Y (North ftiwanda) c�c�ac.r� ID CD(0I _ 2 2 c fNv D' I , D Hillside Rd i I j ti I I ,� Wilson Av 13) CD Banyan St .—r Z �+ 19th St • n Z Base Line Rd p Base Line Rd elf D n p Foothill BI Foothill BI n � c W Arrow Rt Arrow Rt 3 c0 8th St v } % .—..� 6th X Legend D a9 -1 7 4th Sty— - 4th St SLD 7 Boundary �� M n..:,a aae u�hRgrk erkP.ePn[•mr.n.aa.n•�aVPme w a,a naWa: }y ,�{ 7 �xy.. ¢ } I - City Li m its —1 Jmm —k,.t � P-3u Cf) p°'am m 5a naen. -me uee vwn.P.rW wa me vmmahon rur m�cm `�Y 76 Y ..e a ma w inernma.w Nnrr+.rr one an mxm.ahn Prr�+en neon. _ ._ vfll TMa ar d L.Pw cu-drrc.n.�v am,we...kr�u acw�r�aPr PPa di — __ 0.1 .a-.ascidk.rc aPa..nanh� h[keny m.not imhea�me imge9 warwmc q} � L = S��F 7� —z a meeimah.ey one.v.s wr a Palmer wrw one uy IX wnen cLom>n.a = i = O �� ��ntlh a aPax ro .sum.am MUM.nn�a n< � a„ # � Miles e:enn�mPn�ma e�m+rq�P a�c n�uuPe,�arP�acn°aeeek�naek: d' V 4-�, ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Total Property Type (County Use Code) Rate per EBU Units/Acres Total EBUs Assessment Single Family Residential $33.32 3,905.00 3,905.00 $130,114.60 Totals 3,905.001 3,905.001 $130,114.60 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 2021/22: Annexation Total Units/ Apn Date Project Name Acres Total EBUs Property Type 0225-122-84 06/04/20 DRC2018-00974 1.00 1.00 SFD 0226-102-30 08/06/20 SUBTT19917 10.00 10.00 SFD Street Lighting Maintenance District No. 7 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 17 Page 719 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Street Lighting Maintenance District No. 8 (South Etiwanda) ATTACHMENT 18 Page 720 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 Tern 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. Oatman, Finance Director Page 721 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 722 ENGINEER'S LETTER WHEREAS, on July 7, 2021, the City Council of Rancho Cucamonga (the "City"), under the Landscaping and Lighting Act of 1972 (the "1972 Act") adopted its Resolution No. 2021-058, 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 2021/22 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 2021/22 Budget Expenditures Personnel Services $ 29,940 Operations and Maintenance 47,160 Debt Service 248,220 Transfer Out 10,820 Total Expenditures Budget 336,140 Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies 70,490 Anticipated Prior Year Delinquencies Collection 610 Subtotal - Taxes 71,100 Other Revenues 24,320 Total Revenues Budget 95,420 Contribution to/(Use of) Fund Balance $ (240,720) 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 2021/22 ATTACHMENT 18 Page 723 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. eVV ESS IO* 60 N wt� l Fy J No. 67514 Q Jason C. Welday 9TF i V of �A��� Director of Engineering Services/City Engineer Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 18 Page 724 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 2021/22 ATTACHMENT 18 Page 725 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 2021/22 ATTACHMENT 18 Page 726 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 2021/22 ATTACHMENT 18 Page 727 -nc/) CD m City of Rancho Cucamonga E7 Street Lighting Maintenance District No. 8 RANCHO (South Etiwanda) { o - ---� . .. -,- �#_- - --- E "i a e CD ..N##.+.•�.. + r CD • • / 0 `4 • . Victoria Park Lane LLI 00 n =�•s t S �i� o Base Line Rd D o +••,so* ? see 0 n ��M �. . • 3 O 0 4 Chruch St ' LA • feet •#' .i Legend -1 +.•+#ifsf+tij• +� •• • Streetlights D 'ft. ate,and 9�g.ok If«��I ktn•). I bl=by &.Mh SLID $ dK oK d raRn.ammor�erne proe.vi .puNr�.�d rid rrornuum. �\I m OtY d Raivv dm.u;p nuke y,nrpks rn rvw v rxprex�uon ganroee ; - �= a m�arm[.aepaera,am+ac i m�pkm�«nirdines d arry Lfi.am �m,�h—, m-—d—— 1, —,ram�.ny m� ' ■ City Limits and oneu� m rdrperd,,"—fl an, m 1 id—bm p—dCD Z7 Wean ■1�1! m ca eba�,wrya ww a n w nwrt inr .aea.rns m.m NI Foothill BI • J -IJm repreemalvrs and—ft= I.drnlrg,bU r mm� tm tl Impltl Nz d mo "blt,and trots for a partlnlar pup®e.The C tv.f Bodo Nrap dul nether. E nor.sort•any n.dltx,rv9.rd�of C rDumrm for(1}ary Mi le —mrmt u adea.reran(11)" �.3 0.15 0 6.3 ` rao-n—tq d—m airy Pia rti—upon v Hr,t—r —1mtl oo o) 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 19,960 Fringe Benefits 9,980 Subtotal - Personnel 29,940 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 26,000 Assessment Administration 8,290 Admin./General Overhead 5,730 Subtotal - Operations and Maintenance 47,160 Debt Service: Interest Expense 210 Principal Repayments 248,010 Subtotal - Debt Service 248,220 Transfer Out - General City Street Lights Fund 10,820 Total Expenditures Budget $ 336,140 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 7 Fiscal Year 2021/22 ATTACHMENT 18 Page 729 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 70,490 Anticipated Prior Year Delinquencies Collection 610 Subtotal - Taxes 71,100 Other Revenues: Interest Earnings 24,320 Total Revenues Budget 95,420 Contribution to/(Use of) Fund Balance $ (240,720) Total Gross Estimated Assessments $ 71,199.46 Total District EBU Count 2,326.78 Actual Assessment per EBU - Fiscal Year 2021/22 $ 30.60 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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, 2021 $ 2,130,564 Contribution to/(Use of) Reserve- Fiscal Year 2021/22 (240,720) Estimated Reserve Fund Balance, June 30, 2022 $ 1,889,844 Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 8 Fiscal Year 2021/22 ATTACHMENT 18 Page 730 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. In Fiscal Year 2021/22, the outstanding balance of the interfund loan will be paid off. 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 2021/22 ATTACHMENT 18 Page 731 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 2021/22 ATTACHMENT 18 Page 732 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 2021/22 ATTACHMENT 18 Page 733 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 2021/22 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 $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 2021/22 ATTACHMENT 18 Page 734 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 2021/22 ATTACHMENT 18 Page 735 mc/) a) CD City of Rancho Cucamonga _ Street Lighting Maintenance District No. 8 RANCHO �� y E E Y N [UGMONGA WNW ; South Eti rYanda o cQ N ; ■.�ai.�.�.�.�I�I�I�lil.......... IMIMIN RM1 INN 1 W1 WNW« ■1=1=1 INN 1M1■Im.INNINNi1m.a.m1■1M1^jw1m1�jr NCD D Hillside Rd ! ; I+ a ; i Wilson Av 0 Banyan St Mi Tins- 19th St+ aD I � � n a� Base Line Rd -! e j o Base Line Rd v D i n Z ° Foothill BI Foothill BI n c 0 v Arrow Rt Arnow Rt 3 o i 8th St ; 9bth Si" Legend D a �' u`� �imimis 5 4th St' Mimi 4th 5t ■ ■ City Limits �n The ,d..,ani ymy�oic rf--Cld ,y—Lb bra..—gh 7 7 7 7 y y LIMIMIi a«ay d ran<m nm.�one pnex.nn as."n6 --d,ad�Fa... c[ Q Q � d � - 0_ �oneaa� .b.—n.v ananyn �4aa�e cQ m,� ��,am.a����«aadines a Ur�,�. _ ro SLID 8 (U xmbed m}Du h— ne a d"not rey upm ac lrfa y«any sewn C � � �l Y � 7� �m arid Is �M r 3nXrbI IN gory any aW al Inf—nm V-s nnen The Cep d fain Qrm W e�lww artl vvd� Ienaaaon dtrmns arty arcl aal >_ _ 4} W r x .and�aana>� mama hit r nmlkil m,H. t1,�nanne i 6>� d neduo.hlq and ffii.partxi ,Pu .The One min �1�1�25 �i neere ao» a y ie�inc reprd�ar tm—am for pa m O 9 1 0_5 a 1 _r%oar,:a inam�m am mh*nam,graded a�Ui)an�,« 12 00 � uaamn 000vxap drr•m airy permra lean¢upon nm bf—alm—alla—naen. ASSESSMENT ROLL AND ANNEXATIONS Assessment Roll The assessment roll is a listing of the assessment for Fiscal Year 2021/22 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 2021/22 actual assessments for the District: Actual Assessment Total Property Type (County Use Code) Rate per EBU 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 1,057.001 1,057.001 32,344.20 Non-Residential 30.60 31.89 63.78 1,951.66 Totals 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 2021/22. Street Lighting Maintenance District No. 8 — City of Rancho Cucamonga 15 Fiscal Year 2021/22 ATTACHMENT 18 Page 737 Annual Engineer's Report Fiscal Year 2021/22 City of Rancho Cucamonga Parks and Recreation Improvement District No. PD-85 QV ESS14 N wt� l`� * yt J No, 67514 Q Jason C. Welday 9lF r V o�`'\ Director of Engineering Services/City Engineer of- C A� �� ATTACHMENT 19 Page 738 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 Tern 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. Oatman, Finance Director Page 739 TABLE OF CONTENTS AUTHORITY FOR REPORT 1 FINDINGS 1 DISTRICT ANALYSIS 2 ESTIMATE OF WORK 3 District Budget 3 Definitions of Budget Items 5 METHOD OF SPREAD 6 Annexations 8 Boundary Map 8 Page 740 AUTHORITY FOR REPORT This report for the Fiscal Year 2021/22 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 2021/22 ATTACHMENT 19 Page 741 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: 1. The maintenance and operation of Heritage Community Park including, but not limited to, grading, planting, irrigation, onsite roads, sidewalks, parking lots, lighting, restrooms, equestrian facilities, playground equipment, picnic facilities, athletic facilities, and walking, jogging and equestrian trails and sanitary sewer connections. 2. The maintenance and operation of Red Hill Community Park including, but not limited to, grading, planting, irrigation, onsite roads, sidewalks, parking lots, lighting, waterscape, restrooms, senior citizens facilities, playground equipment, picnic facilities, major lighted athletic facilities, jogging trail, sanitary sewer connections and onsite drainage inlets. Park and Recreation Improvement District No. PD-85 — City of Rancho Cucamonga 2 Fiscal Year 2021/22 ATTACHMENT 19 Page 742 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 2021/22 Budget Expenditures Personnel Services: Regular Salaries $ 157,770 Overtime Salaries 3,680 Fringe Benefits 78,640 Subtotal - Personnel 240,090 Operations and Maintenance: Operations and Maintenance: O & M/General 68,000 O & M/Facilities 2,500 Emergency Equipment and Vehicle Rental 8,500 Equipment Operations and Maintenance 1,000 Subtotal - Operations and Maintenance 80,000 Contract Services: Contract Services/General 302,860 Contract Services/Facilities 13,000 Tree Maintenance 26,210 Subtotal - Contract Services 342,070 Utilities: Telephone Utilities 3,940 Water Utilities 186,280 Electric Utilities 136,650 Subtotal - Utilities 326,870 Assessment Administration 144,590 Admin./General Overhead 54,780 Other Expenses 2,960 Subtotal - Operations and Maintenance 951,270 Capital Expenditures: Captial Outlay- Improvements Other Than Building 580,000 Captial Project 500,000 Subtotal - Capital Expenditures 1,080,000 Transfers Out: Transfers Out- PD-85 Capital Reserve Fund 116,800 Total Expenditures Budget $ 2,388,160 Park and Recreation Improvement District No. PD-85 — City of Rancho Cucamonga 3 Fiscal Year 2021/22 ATTACHMENT 19 Page 743 Fiscal Year 2021/22 Budget Revenues Taxes: Estimated Assessments, Net of Estimated Delinquencies $ 1,148,530 Anticipated Prior Year Delinquencies Collection 13,560 Subtotal -Taxes 1,162,090 Other Revenues: Interest Earnings 31,990 Other Rental/Lease Income 124,010 Park Maintenance Fees 4,210 Sports Field User Group Rentals 110 Sports Lighting Fees 17,270 Other Revenue 100 Subtotal - Other Revenues: 177,690 Transfer In: Transfer In - General Fund 99,990 Transfer In - PD-85 Operating Fund 116,800 Transfer In - CFD Empire Lakes 22,480 Subtotal -Transfer In: 239,270 Total Revenues Budget 1,579,050 Contribution to/(Use of) Fund Balance $ (809,110) Total Gross Estimated Assessments $ 1,159,090.00 Total District EBU Count 37,390.00 Actual Assessment per EBU- Fiscal Year 2021/22 $ 31.00 Maximum Allowable Assement per EBU - Fiscal Year 2021/22 $ 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 2021/22 ATTACHMENT 19 Page 744 The reserve balance information for the District is as follows: Operating Capital Total Reserve Reserve Reserve Estimated Reserve Fund Balance, June 30, 2021 $ 2,614,085 $ 471,743 $ 3,085,828 Contribution to/(Use of)Reserve- Fiscal Year 2021/22 (400,690) (408,420) (809,110) Estimated Reserve Fund Balance, June 30, 2022 $ 2,213,395 $ 63,323 $ 2,276,718 Definitions of Bud-get 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 2021/22 ATTACHMENT 19 Page 745 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/Ranee Dwelling Units/Parcel Less than 1.5 Acres and 1 or more dwelling units 1.51 to 3.5 Acres and 2 or more dwelling units 3.51 to 7.0 Acres and 4 or more dwelling units 7.01 to 14.0 Acres and 8 or more dwelling units 14.01 to 25 Acres and 15 or more dwelling units 25.01 Acres and larger 26 or more dwelling units Category A is based on the number of existing residential units. Park and Recreation Improvement District No. PD-85 — City of Rancho Cucamonga 6 Fiscal Year 2021/22 ATTACHMENT 19 Page 746 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 2021/22, 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 2021/22, 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 2021/22 ATTACHMENT 19 Page 747 Annexations There were no effective annexations for Fiscal Year 2021/22. 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. 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'nQ a>s PodmerA_o9�� � nraeion 000ump e;as any perms iewnm upon=trrfonr .a alhrle Haan Cfl Cfl RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAMS AND ASSESSMENTS; APPROVING THE ANNUAL ENGINEER'S REPORTS; AND ORDERING THE LEVY AND COLLECTION OF THE ANNUAL ASSESSMENTS WITHIN LANDSCAPE MAINTENANCE DISTRICTS NOS. 1, 2, 313, 4-R, 5, 6-R, 7, 8, 9 AND 10 FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga did on the 7t" day of July, 2021, adopt its Resolution of Intention No. 2021-055 (the "Resolution of Intention") pursuant to the Landscaping and Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and collect assessments within Landscape Maintenance Districts Nos. 1, 2, 3B, 4-R, 5, 6-R, 7, 8, 9, and 10 (each a "District" and collectively the "Districts") for Fiscal Year 2021/22 and giving notice of the time and place for a public hearing by the City Council on the levy of the proposed assessments within the Districts; and WHEREAS, the City Council previously received and preliminarily approved a report of the Assessment Engineer (each an "Annual Engineer's Report" and collectively the "Annual Engineer's Reports") for each District as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"); and WHEREAS, notice of such public hearing was duly and legally published in the time, form and manner as required by the Assessment Law, shown by the affidavit of Publication of said Resolution of Intention on file in the Office of the City Clerk; and WHEREAS, said City Council having duly received and considered evidence, oral and documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the contemplated work and the benefits to be derived therefrom, and said City Council having now acquired jurisdiction to order the proposed work. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, as follows: SECTION 1. This City Council hereby finds and determines that: A. Notice of the public hearing has been given and the proceedings for the consideration of the levy of the annual assessments within each District have been undertaken in accordance with the 1972 Act; and B. The annual assessments for Fiscal Year 2021/22 proposed to be levied within each District as set forth in the applicable Annual Engineer's Report do not exceed the annual assessments as previously authorized to be levied within such District, and therefore, the proposed levy of assessments for Fiscal Year 2021/22 within such District are not deemed to be "increased" over the maximum authorized annual assessments. SECTION 2. The final assessments and diagrams for the proceedings, as contained in the Annual Engineer's Report for each of the Districts, is hereby approved and confirmed. The assessments for the Districts contained in the Annual Engineer's Reports for Fiscal Year 2021/22 are hereby levied Resolution No. 2021-XXX— Page 1 of 2 Page 750 ATTACHMENT 20 upon the respective lots or parcels in the Districts in the amounts as set forth in the applicable Annual Engineer's Report. SECTION 3. This City Council hereby orders that the work, as set forth and described in the Resolution of Intention, be done and made. SECTION 4. The above-referenced diagram and assessment shall be filed in the Office of the City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public inspection. SECTION 5. The City Clerk is hereby ordered and directed to immediately file a certified copy of the diagram and assessment with the County Auditor. Such filing shall be made no later than the 3rd Monday in August 2021. SECTION 6. After the filing of the diagram and assessment, the County Auditor shall enter on the County assessment roll opposite each lot or parcel of land the amount assessed thereupon, as shown in the assessment. SECTION 7. The assessments shall be collected at the same time and in the same manner as County taxes are collected, and all laws providing for the collection and enforcement of County taxes shall apply to the collection and enforcement of the assessments. SECTION 8. The assessments as above confirmed and levied for these proceedings will provide revenue and relate to the fiscal year commencing July 1, 2021 and ending June 30, 2022. PASSED, APPROVED, AND ADOPTED this 21s' day of July 2021. Resolution No. 2021-XXX— Page 2 of 2 Page 751 ATTACHMENT 20 RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAMS AND THE ASSESSMENTS; APPROVING THE ANNUAL ENGINEER'S REPORTS; AND ORDERING THE LEVY AND COLLECTION OF THE ANNUAL ASSESSMENTS WITHIN STREET LIGHTING MAINTENANCE DISTRICTS NOS. 1, 2, 3, 4, 5, 6, 7 AND 8, FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga did on the 7'" day of July, 2021, adopt its Resolution of Intention No. 2021-058 (the "Resolution of Intention") pursuant to the Landscaping and Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and collect assessments within Street Lighting Maintenance Districts Nos. 1, 2, 3, 4, 5, 6, 7 and 8 (each a "District" and collectively the "Districts") for Fiscal Year 2021/22 and giving notice of the time and place for a public hearing by the City Council on the levy of the proposed assessments within the Districts; and WHEREAS, the City Council previously received and preliminarily approved a report of the Assessment Engineer (each an "Annual Engineer's Report" and collectively the "Annual Engineer's Reports") for each District as required pursuant to Article 4 of Chapter 1 of the 1972 Act, Article XIIID of the Constitution of the State of California ("Article XIIID") and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following) (the "Implementation Act") (the 1972 Act, Article XIIID and the Implementation Act are referred to collectively as the "Assessment Law"); and WHEREAS, notice of such public hearing was duly and legally published in the time, form and manner as required by the Assessment Law, shown by the affidavit of Publication of said Resolution of Intention on file in the Office of the City Clerk; and WHEREAS, said City Council having duly received and considered evidence, oral and documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the contemplated work and the benefits to be derived therefrom and said City Council having now acquired jurisdiction to order the proposed work. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, as follows: SECTION 1. This City Council hereby finds and determines that: A. Notice of the public hearing has been given and the proceedings for the consideration of the levy of the annual assessments within each District have been undertaken in accordance with the 1972 Act; and B. The annual assessments for Fiscal Year 2021/22 proposed to be levied within each District as set forth in the applicable Annual Engineer's Report do not exceed the annual assessments as previously authorized to be levied within such District, and therefore, the proposed levy of assessments for Fiscal Year 2021/22 within such District are not deemed to be "increased" over the maximum authorized annual assessments. SECTION 2. The final assessments and diagrams for the proceedings, as contained in the Annual Engineer's Report for each of the Districts, is hereby approved and confirmed. The assessments for the Districts contained in the Annual Engineer's Reports for Fiscal Year 2021/22 are hereby levied upon the respective lots or parcels in the Districts in the amounts as set forth in the applicable Annual Resolution No. 2021-XXX— Page 1 of 2 Page 752 ATTACHMENT 21 Engineer's Report. SECTION 3. This City Council hereby orders that the work, as set forth and described in the Resolution of Intention, be done and made. SECTION 4. The above-referenced diagram and assessment shall be filed in the Office of the City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public inspection. SECTION 5. The City Clerk is hereby ordered and directed to immediately file a certified copy of the diagram and assessment with the County Auditor. Such filing shall be made no later than the 3rd Monday in August 2021. SECTION 6. After the filing of the diagram and assessment, the County Auditor shall enter on the County assessment roll opposite each lot or parcel of land the amount assessed thereupon, as shown in the assessment. SECTION 7. The assessments shall be collected at the same time and in the same manner as County taxes are collected, and all laws providing for the collection and enforcement of County taxes shall apply to the collection and enforcement of the assessments. SECTION 8. The assessments as above confirmed and levied for these proceedings will provide revenue and relate to the fiscal year commencing July 1, 2021 and ending June 30, 2022. PASSED, APPROVED, AND ADOPTED this 21s' day of July 2021. Resolution No. 2021-XXX— Page 2 of 2 Page 753 ATTACHMENT 21 RESOLUTION NO. 2021-XXX A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, CALIFORNIA, CONFIRMING THE DIAGRAM AND ASSESSMENT; APPROVING THE ANNUAL ENGINEER'S REPORT; AND ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN PARK AND RECREATION IMPROVEMENT DISTRICT NO. PD-85 FOR FISCAL YEAR 2021/22 WHEREAS, the City Council of the City of Rancho Cucamonga did on the 7t" day of July, 2021, adopt its Resolution of Intention No. 2021-061 (the "Resolution of Intention") pursuant to the Landscaping and Lighting Act of 1972, as amended (the "1972 Act"), declaring its intention to levy and collect assessments within Park and Recreation Improvement District No. PD-85 (the "District") for Fiscal Year 2021/22 and giving notice of the time and place for a public hearing by the City Council on the levy of the proposed assessments within the Districts; and WHEREAS, the City Council previously received and preliminarily approved a report of the Assessment Engineer as required by the 1972 Act; and WHEREAS, notice of such public hearing was duly and legally published in the time, form and manner as required by law, shown by the affidavit of Publication of said Resolution of Intention on file in the Office of the City Clerk; and WHEREAS, said City Council having duly received and considered evidence, oral and documentary, concerning the jurisdiction facts in this proceeding and concerning the necessity for the contemplated work and the benefits to be derived therefrom, and said City Council having now acquired jurisdiction to order the proposed work. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO CUCAMONGA, HEREBY RESOLVES, as follows: SECTION 1: This City Council hereby finds and determines that notice of the public hearing has been given and the proceedings for the consideration of the levy of the annual assessments within the District have been undertaken in accordance with the 1972 Act. SECTION 2: The final assessments and diagram for the proceedings, as contained in the final Annual Engineer's Report for the District, are hereby approved and confirmed. The assessments for the District contained in the Annual Engineer's Report for Fiscal Year 2021/22 are hereby confirmed and levied upon the respective lots or parcels in the District in the amounts as set forth in applicable Annual Engineer's Report. SECTION 3: This City Council finds and determines that the public interest and convenience requires the levy and collection of assessments within the District for Fiscal Year 2021/22, and said City Council hereby orders that the work, as set forth and described in said Resolution of Intention be done and made. SECTION 4: The above-referenced diagram and assessment shall be filed in the Office of the City Clerk. Said diagram and assessment, and the certified copy thereof, shall be open for public inspection. SECTION 5: The City Clerk is hereby ordered and directed to immediately file a certified copy of the diagram and assessment with the County Auditor. Said filing is to be made no later than the 3rd Monday in August, 2021. Resolution No. 2021-XXX— Page 1 of 2 Page 754 ATTACHMENT 22 SECTION 6: After the filing of the diagram and assessment, the County Auditor shall enter on the County assessment roll opposite each lot or parcel of land the amount assessed thereupon, as shown in the assessment. SECTION 7: The assessments shall be collected at the same time and in the same manner as County taxes are collected, and all laws providing for the collection and enforcement of County taxes shall apply to the collection and enforcement of the assessments. SECTION 8: The assessments as above confirmed and levied for these proceedings will provide revenue and relate to the fiscal year commencing July 1, 2021 and ending June 30, 2022. PASSED, APPROVED, AND ADOPTED this 21St day of July 2021. Resolution No. 2021-XXX— Page 2 of 2 Page 755 ATTACHMENT 22